Facturavion

Manual de instalación

Facturavion consiste en un conjunto de módulos para complementar una instalación de invoicePlane

El paquete de migración, contiene:

La carpeta instalacion
- Carpeta de instalacion/autoinstalación/facturacion con el arbol completo de directorios y ficheros para una instalación rápida.
- Carpeta de instalación básica (/instalacion/facturacion) con solo archivos nuevos.
  - #facturacion/application/helper
    - 2 helpers extra en la carpeta usados en los módulos de provider e invoices_provider.
  - #facturacion/application/modules
    - Los módulos completos de proveedores, facturas de proveedores, pagos a proveedores y modelo 303
  - #facturacion/application/modules/custom_fields
    - 2 modelos extra al modulo custom_fields
  - #facturacion/application/languages
    - Carpeta de idiomas Spanish y english con archivos necesarios a añadir
  - #facturacion/uploads/
    - Carpeta provider_files en uploads/ para los archivos adjuntos de proveedores.
- Script SQL

Características

Módulo proveedores, permite agregar, ver y editar proveedores en tu invoiceplane.
Módulo facturas de proveedores, que permite crear, ver y editar facturas de proveedores en tu invoiceplane.
Módulo de pagos de proveedores, que permite pagar las facturas de proveedores y luego ver los pagos y modificarlos.
Módulo modelo 303, permite ver la información por años y trimestres para presentar el modelo 303.

Instalación

Instalación rápida o automática, recomendada para instalaciones de IP 1.5.11 nuevas en las que no se ha modificado y/o añadido módulos extra previamente

Importar el archivo de base de datos /instalacion/BBDD.sql en la base de datos de ip de tu servidor mysql/mariadb
Copia la carpeta instalacionautomatica/facturacion en tu IP

Instalación con ediciones, recomenda para migraciones de IP con módulos modificados y/o añadidos previamente

Importar el archivo de base de datos /instalacion/BBDD.sql en la base de datos de ip de tu servidor mysql/mariadb
Copia la carpeta /instalacion/facturación en tu IP

Edición de archivos:

#application/config/config.php
- Añade la linea: $config['enable_invoice_provider_deletion'] = true;
  Se recomienda ponerla junto a $config['enable_invoice_deletion'] = env_bool('ENABLE_INVOICE_DELETION'); por legibilidad
#application/modules/custom_fields/controllers/Custom_fields.php
- En la función form()
  - Añadir la linea $this->load->model('mdl_payment_custom_provider');
    despues de $this->load->model('mdl_user_custom');
#application/modules/custom_fields/views/form.php:
- En el array $positions
  añadir el campo: 'payment_provider' => Mdl_payment_custom_provider::$positions

#application/modules/filter/controllers/Ajax.php:

Inserta las siguientes funciones:

filter_invoices_provider

      public function filter_invoices_provider()
        {
            $this->load->model('invoices_provider/mdl_invoices_provider');

            $query = $this->input->post('filter_query');
            $keywords = explode(' ', $query);

            foreach ($keywords as $keyword) {
                if ($keyword) {
                    $keyword = strtolower($keyword);
                    $this->mdl_invoices_provider->like("CONCAT_WS('^',LOWER(invoice_provider_number),invoice_provider_date_created,invoice_provider_date_due,LOWER(provider_name),invoice_provider_total,invoice_provider_balance)", $keyword);
                }
            }

            $data = array(
                'invoices_provider' => $this->mdl_invoices_provider->get()->result(),
                'invoice_provider_statuses' => $this->mdl_invoices_provider->statuses()
            );

            $this->layout->load_view('invoices_provider/partial_invoice_table', $data);
        }

filter_providers

            public function filter_providers()
                {
                    $this->load->model('providers/mdl_providers');
                    $query = $this->input->post('filter_query');
                    $keywords = explode(' ', $query);

                    foreach ($keywords as $keyword) {
                        if ($keyword) {
                            $keyword = strtolower($keyword);
                            $this->mdl_providers->like("CONCAT_WS('^',LOWER(provider_name),LOWER(provider_comercial_name),LOWER(provider_email),provider_phone,provider_active)", $keyword);
                        }
                    }

                    $data = array(
                        'records' => $this->mdl_providers->with_total_balance()->get()->result()
                    );


                    $this->layout->load_view('providers/partial_provider_table', $data);
                }

#application/modules/layout/views/includes/head.php

Despues del siguiente bloque:

$(document).on('click', '.create-invoice', function () {
$('#modal-placeholder').load("<?php echo site_url('invoices/ajax/modal_create_invoice'); ?>");
});

Añade los siguientes bloques:

'.create-invoice-provider', function ()

$(document).on('click', '.create-invoice-provider', function () {
$('#modal-placeholder').load("<?php echo site_url('invoices_provider/ajax/modal_create_invoice'); ?>");
});

'#btn_copy_invoice_provider', function ()

$(document).on('click', '#btn_copy_invoice_provider', function () {
var invoice_id = $(this).data('invoice-id');
$('#modal-placeholder').load("<?php echo site_url('invoices_provider/ajax/modal_copy_invoice'); ?>", {invoice_provider_id: invoice_id});
});

'.provider-create-invoice', function ()

$(document).on('click', '.provider-create-invoice', function () {
var provider_id = $(this).data('provider-id');
$('#modal-placeholder').load("<?php echo site_url('invoices_provider/ajax/modal_create_invoice_provider'); ?>", {provider_id: provider_id});
});

'add-file-provider', function ()

$(document).on('click', 'add-file-provider', function () {
var invoice_id = $(this).data('invoice-id');
$('#modal-placeholder').load("<?php echo site_url('invoices_provider/ajax/modal_add_file'); ?>");
});

'.invoice-add-payment-provider', function ()

$(document).on('click', '.invoice-add-payment-provider', function () {
var invoice_id = $(this).data('invoice-id');
var invoice_balance = $(this).data('invoice-balance');
var invoice_payment_method = $(this).data('invoice-payment-method');
var payment_cf_exist =  $(this).data('payment-cf-exist');
$('#modal-placeholder').load("<?php echo site_url('payments_provider/ajax/modal_add_payment'); ?>", {
    invoice_id: invoice_id,
    invoice_balance: invoice_balance,
    invoice_payment_method: invoice_payment_method,
    payment_cf_exist: payment_cf_exist
    });
});

#application/modules/layout/views/includes/navbar.php

Despues de:

          <li class="dropdown">
              <a href="#" class="dropdown-toggle" data-toggle="dropdown">
                  <i class="fa fa-caret-down"></i> &nbsp;
                  <span class="hidden-md"><?php _trans('clients'); ?></span>
                  <i class="visible-md-inline fa fa-users"></i>
              </a>
              <ul class="dropdown-menu">
                  <li><?php echo anchor('clients/form', trans('add_client')); ?></li>
                  <li><?php echo anchor('clients/index', trans('view_clients')); ?></li>
              </ul>
          </li>

Añadir:

           <li class="dropdown">
              <a href="#" class="dropdown-toggle" data-toggle="dropdown">
                  <i class="fa fa-caret-down"></i> &nbsp;
                  <span class="hidden-md"><?php _trans('providers'); ?></span>
                  <i class="visible-md-inline fa fa-users"></i>
              </a>
              <ul class="dropdown-menu">
                  <li><?php echo anchor('providers/form', trans('add_provider')); ?></li>
                  <li><?php echo anchor('providers/index', trans('view_providers')); ?></li>
              </ul>
          </li>

Despues de:

          <li class="dropdown">
              <a href="#" class="dropdown-toggle" data-toggle="dropdown">
                  <i class="fa fa-caret-down"></i> &nbsp;
                  <span class="hidden-md"><?php _trans('invoices'); ?></span>
                  <i class="visible-md-inline fa fa-file-text"></i>
              </a>
              <ul class="dropdown-menu">
                  <li><a href="#" class="create-invoice"><?php _trans('create_invoice'); ?></a></li>
                  <li><?php echo anchor('invoices/index', trans('view_invoices')); ?></li>
                  <li><?php echo anchor('invoices/recurring/index', trans('view_recurring_invoices')); ?></li>
              </ul>
          </li>

Añadir:

        <li class="dropdown">
            <a href="#" class="dropdown-toggle" data-toggle="dropdown">
                <i class="fa fa-caret-down"></i> &nbsp;
                <span class="hidden-md"><?php _trans('invoices_provider'); ?></span>
                <i class="visible-md-inline fa fa-file-text"></i>
            </a>
            <ul class="dropdown-menu">
                <li><a href="#" class="create-invoice-provider"><?php _trans('create_invoice_provider'); ?></a></li>
                <li><?php echo anchor('invoices_provider/index', trans('view_invoices_provider')); ?></li>
            </ul>
        </li>

Despues de:

          <li><?php echo anchor('payments/form', trans('enter_payment')); ?></li>
              <li><?php echo anchor('payments/index', trans('view_payments')); ?></li>
              <li><?php echo anchor('payments/online_logs', trans('view_payment_logs')); ?></li>

Añadir:

           <li class="divider"></li>
              <li><?php echo anchor('payments_provider/form', trans('enter_payment_provider')); ?></li>
              <li><?php echo anchor('payments_provider/index', trans('view_payments_provider')); ?></li>
              <li><?php echo anchor('payments_provider/online_logs', trans('view_payment_provider_logs')); ?></li>

Despues de:

          <li><?php echo anchor('reports/invoice_aging', trans('invoice_aging')); ?></li>
              <li><?php echo anchor('reports/payment_history', trans('payment_history')); ?></li>
              <li><?php echo anchor('reports/sales_by_client', trans('sales_by_client')); ?></li>
              <li><?php echo anchor('reports/sales_by_year', trans('sales_by_date')); ?></li>

Añadir:

           <li role="separator" class="divider"></li>
            <li><?php echo anchor('modelo303', trans('modelo303'), 'class="hidden-md"') ?>
              <?php echo anchor('modelo303', '<i class="fa fa-dashboard"></i>', 'class="visible-md-inline-block"') ?></li>

#application/modules/products/controllers/Ajax.php
- Inserta en la función public function modal_product_lookups():
  - Despues de $this->load->model('families/mdl_families');
    añade $this->load->model('providers/mdl_providers');
  - Despues de $families = $this->mdl_families->get()->result();
    añade $providers = $this->mdl_products->get()->result();
  - Despues de 'families' => $families,
    añade 'providers' => $providers,
#application/modules/products/controllers/Products.php
- Inserta en la función form()
  - Despues de $this->load->model('families/mdl_families');
    añade $this->load->model('providers/mdl_providers');
  - Despues de 'families' => $this->mdl_families->get()->result(),
    añade 'providers' => $this->mdl_providers->get()->result(),
#application/modules/products/models/Mdl_products.php
- En la función default_order_by()
  añade $this->db->order_by('ip_providers.provider_name, ip_products.product_name');
- En la función default_join()
  añade $this->db->join('ip_providers', 'ip_providers.provider_id = ip_products.provider_id', 'left');
- Añade la función
```
    public function by_provider($match)
    {
      $this->db->where('ip_products.provider_id', $match);
    }  
    
```
- En la función validation_rules()
  - Comenta
```
    'provider_name' => array(
       'field' => 'provider_name',
       'label' => trans('provider_name'),
       'rules' => ''
    ),
```
  - Añade
```
    'provider_id' => array(
      'field' => 'provider_id',
      'label' => trans('provider'),
      'rules' => 'numeric'
    ),
```
- En la función db_array()
  añade $db_array['provider_id'] = (empty($db_array['provider_id']) ? null : $db_array['provider_id']);

#application/modules/products/views/form.php

Sustituye

        <div class="form-group">
                    <label for="provider_name">
                        <?php _trans('provider_name'); ?>
                    </label>

                    <input type="text" name="provider_name" id="provider_name" class="form-control"
                           value="<?php echo $this->mdl_products->form_value('provider_name', true); ?>">
        </div>

En su lugar pon:

            <div class="form-group">
                <select name="provider_id" id="provider_id" class="form-control simple-select">
                        <option value="0"><?php _trans('select_provider'); ?></option>
                        <?php foreach ($providers as $provider) { ?>
                            <option value="<?php echo $provider->provider_id; ?>"
                                <?php check_select($this->mdl_products->form_value('provider_id'), $provider->provider_id) ?>
                            ><?php echo $provider->provider_name; ?></option>
                        <?php } ?>
                    </select>
            </div>

Idiomas

Añade las siguientes lineas en application/language/english/custom_lang.php

$lang = array()

      'modelo303' => 'Model 303',
      'baseimponible' => 'Tax base',
      'totalbaseemitidas' => 'Issued invoices',
      'totalbaserecibidas' => 'Received invoices',
      'cantidad' => 'Amount',
      'totalivarecibidas' => 'Total VAT received invoices',
      'totalivaemitidas' => 'Total VAT issued invoices',

      'add_invoice'                                    => 'Upload pdf invoice',
      'addpdf'                                         => 'Add pdf invoice',
      'archive'                                        => 'Select',
      'active_provider'                                => 'Active',
      'add_provider'                                   => 'Add provider',
      'assign_provider'                                => 'Asigne to provider',
      'user_all_providers'                             => 'Add all providers',
      'user_all_providers_text'                        => '* If this option is checked, the user will be able to see all the providers, including the ones that are added later.',
      'assigned_providers'                             => 'Asigned Providers',
      'change_provider'                                => 'Change Provider',
      'provider'                                       => 'Provider',
      'provider_access'                                => 'Provider Accesss',
      'provider_already_exists'                        => 'Provider already exists!',
      'provider_form'                                  => 'Provider Form',
      'provider_surname'                               => 'Provider Surname',
      'provider_surname_optional'                      => 'Provider Surname (optional)',
      'providers'                                      => 'Providers',
      'create_invoice_provider'                        => 'Create Provider Invoice',
      'delete_provider'                                => 'Delete Provider',
      'delete_provider_warning'                        => 'If you delete this provider you will also delete any invoices and payments related to this provider. Are you sure you want to permanently delete this provider?',
      'provider_comercial_name'                        => "Provider's business name",
      'delete_invoice_provider'                        => 'Delete Provider Invoice',
      'enable_permissive_search_providers'             => 'Enable permissive providers search',
      'enter_payment_provider'                         => 'Enter provider payment',
      'filter_providers'                               => 'Filter Provider',
      'filter_invoices_provider'                       => 'Filter Provider Invoices',
      'invoice_provider'                               => "Provider's Invoice",
      'invoices_provider'                              => "Providers' Invoices",
      'providers'                                      => 'Providers',
      'provider_name'                                  => 'Provider Name',
      'recent_providers'                               => 'Recent Providers',
      'sales_by_provider'                              => 'Sales by Provider',
      'select_provider'                                => 'Select Provider',
      'view_provider'                                  => 'View Provider',
      'view_providers'                                 => 'View Providers',
      'view_invoices_provider'                         => "View Provider's Invoices",
      'view_payment_provider_logs'                      =>'View Online Provider Payment Logs',
      'view_payments_provider'                         => 'View Providers Payments',
      'no_provider'                                    => 'No Provider',
      'alert_no_provider_assigned'                     => 'No provider assigned to this project.',
      'vat_id_long'                                    => 'VAT ID',
      'form_validation_validate_payment_amount'        => 'Validate payment amount',
      'transaction_successful'                         => 'Successful transaction',
      'provider_response'                              => 'Provider response'

Añade las siguientes lineas en application/language/Spanish/custom_lang.php

$lang = array()

      'modelo303' => 'Modelo 303',
      'baseimponible' => 'Base imponible',
      'totalbaseemitidas' => 'Facturas emitidas',
      'totalbaserecibidas' => 'Facturas recibidas',
      'cantidad' => 'Cantidad',
      'totalivarecibidas' => 'Totales IVA facturas recibidas',
      'totalivaemitidas' => 'Totales IVA facturas emitidas',

      'add_invoice'                                    => 'Subir factura en pdf',
      'addpdf'                                         => 'Añadir factura en pdf',
      'archive'                                        => 'Seleccionar',
      'active_provider'                                => 'Activo',
      'add_provider'                                   => 'Agregar Proveedor',
      'assign_provider'                                => 'Asignar a proveedor',
      'user_all_providers'                             => 'Agregar todos los Proveedores',
      'user_all_providers_text'                        => '* Si esta opción está marcada, el usuario podrá ver todos los Proveedores, incluidos los que se agregarán más tarde.',
      'assigned_providers'                             => 'Proveedores asignados',
      'change_provider'                                => 'Cambiar Proveedor',
      'provider'                                       => 'Proveedor',
      'provider_access'                                => 'Acceso de proveedor',
      'provider_already_exists'                        => '¡El proveedor ya existe!',
      'provider_form'                                  => 'Formulario de proveedor',
      'provider_surname'                               => 'Apellido del proveedor',
      'provider_surname_optional'                      => 'Apellido del proveedor (opcional)',
      'providers'                                      => 'Proveedores',
      'create_invoice_provider'                        => 'Crear factura de proveedor',
      'delete_provider'                                => 'Eliminar proveedor',
      'delete_provider_warning'                        => 'Si eliminas este proveedor de igual manera eliminaras cualquier documento relacionado, ¿Está seguro que desea eliminar este cliente permanentemente?',
      'provider_comercial_name'                        => 'Nombre Comercial del proveedor',
      'delete_invoice_provider'                        => 'Eliminar factura de proveedor',
      'enable_permissive_search_providers'             => 'Habilitar y permitir la búsqueda de proveedores',
      'enter_payment_provider'                         => 'Ingresar pago a proveedor',
      'filter_providers'                               => 'Filtro de proveedores',
      'filter_invoices_provider'                       => 'Filtro facturas de proveedores',
      'invoice_provider'                               => 'Factura de proveedor',
      'invoices_provider'                              => 'Facturas de proveedores',
      'providers'                                      => 'Proveedores',
      'provider_name'                                  => 'Nombre del Proveedor',
      'recent_providers'                               => 'Proveedores recientes',
      'sales_by_provider'                              => 'Compras por cliente',
      'select_provider'                                => 'Seleccionar proveedor',
      'view_provider'                                  => 'Ver proveedor',
      'view_providers'                                 => 'Ver proveedores',
      'view_invoices_provider'                         => 'Ver facturas de proveedores',
      'view_payment_provider_logs'                      => 'Ver registros de pagos a proveedores en línea',
      'view_payments_provider'                         => 'Ver los pagos a proveedores',
      'no_provider'                                    => 'Ningún proveedor',
      'alert_no_provider_assigned'                     => 'No hay proveedores asignados a este proyecto.',
      'vat_id_long'                                    => 'NIF/CIF',
      'form_validation_validate_payment_amount'        => 'validar cantidad de pago',
      'transaction_successful'                         => 'Transacción correcta',
      'provider_response'                              => 'Respuesta proveedor'

estefaniapenide/facturavion

Facturavion

Manual de instalación

El paquete de migración, contiene:

Características

Instalación

Instalación rápida o automática, recomendada para instalaciones de IP 1.5.11 nuevas en las que no se ha modificado y/o añadido módulos extra previamente

Instalación con ediciones, recomenda para migraciones de IP con módulos modificados y/o añadidos previamente