bug fixes

app/commands/SendRecurringInvoices.php

@@ -40,7 +40,8 @@ class SendRecurringInvoices extends Command {
 			$invoice->client_id = $recurInvoice->client_id;
 			$invoice->recurring_invoice_id = $recurInvoice->id;
 			$invoice->invoice_number = $recurInvoice->account->getNextInvoiceNumber();
-			$invoice->total = $recurInvoice->total;
+			$invoice->amount = $recurInvoice->amount;
+			$invoice->currency_id = $recurInvoice->currency_id;
 			$invoice->invoice_date = new DateTime();
 			$invoice->due_date = new DateTime();
 			$invoice->save();

app/controllers/ActivityController.php

@@ -4,12 +4,18 @@ class ActivityController extends \BaseController {
 
 	public function getDatatable($clientPublicId)
     {
-    	$clientId = Client::getPrivateId($clientPublicId);
+        $query = DB::table('activities')
+                    ->join('clients', 'clients.id', '=', 'activities.client_id')
+                    ->where('clients.public_id', '=', $clientPublicId)
+                    ->where('activities.account_id', '=', Auth::user()->account_id)
+                    ->select('activities.message', 'activities.created_at', 'activities.currency_id', 'activities.balance', 'activities.adjustment');
 
-        return Datatable::collection(Activity::scope()->where('client_id','=',$clientId)->get())
+    	
+        return Datatable::query($query)
     	    ->addColumn('date', function($model) { return Utils::timestampToDateTimeString(strtotime($model->created_at)); })
             ->addColumn('message', function($model) { return $model->message; })
-            ->addColumn('balance', function($model) { return Utils::formatMoney($model->balance, $model->account->currency_id); })
+            ->addColumn('balance', function($model) { return Utils::formatMoney($model->balance, $model->currency_id); })
+            ->addColumn('adjustment', function($model) { return $model->adjustment != 0 ? Utils::formatMoney($model->adjustment, $model->currency_id) : ''; })
             ->orderColumns('date')
     	    ->make();
     }	

app/controllers/ClientController.php

@@ -15,7 +15,7 @@ class ClientController extends \BaseController {
 		return View::make('list', array(
 			'entityType'=>ENTITY_CLIENT, 
 			'title' => '- Clients',
-			'columns'=>['checkbox', 'Client', 'Contact', 'Date Created', 'Email', 'Phone', 'Last Login', 'Balance', 'Action']
+			'columns'=>['checkbox', 'Client', 'Contact', 'Email', 'Date Created', 'Phone', 'Last Login', 'Balance', 'Action']
 		));		
 	}
 
@@ -46,9 +46,9 @@ class ClientController extends \BaseController {
         return Datatable::query($query)
     	    ->addColumn('checkbox', function($model) { return '<input type="checkbox" name="ids[]" value="' . $model->public_id . '">'; })
     	    ->addColumn('name', function($model) { return link_to('clients/' . $model->public_id, $model->name); })
-    	    ->addColumn('first_name', function($model) { return $model->first_name . ' ' . $model->last_name; })
+    	    ->addColumn('first_name', function($model) { return link_to('clients/' . $model->public_id, $model->first_name . ' ' . $model->last_name); })
+    	    ->addColumn('email', function($model) { return link_to('clients/' . $model->public_id, $model->email); })
     	    ->addColumn('created_at', function($model) { return Utils::timestampToDateString(strtotime($model->created_at)); })
-    	    ->addColumn('email', function($model) { return $model->email ? HTML::mailto($model->email, $model->email) : ''; })
     	    ->addColumn('work_phone', function($model) { return Utils::formatPhoneNumber($model->work_phone); })    	   
     	    ->addColumn('last_login', function($model) { return Utils::timestampToDateString($model->last_login); })
     	    ->addColumn('balance', function($model) { return Utils::formatMoney($model->balance, $model->currency_id); })    	    
@@ -88,6 +88,7 @@ class ClientController extends \BaseController {
 			'title' => '- New Client',
 			'clientSizes' => ClientSize::orderBy('id')->get(),
 			'clientIndustries' => ClientIndustry::orderBy('name')->get(),
+			'currencies' => Currency::orderBy('name')->get(),
 			'countries' => Country::orderBy('name')->get());
 
 		return View::make('clients.edit', $data);
@@ -117,7 +118,7 @@ class ClientController extends \BaseController {
 		$data = array(
 			'client' => $client,
 			'title' => '- ' . $client->name,
-			'hasRecurringInvoices' => Invoice::scope()->where('frequency_id', '>', '0')->whereClientId($client->id)->count() > 0
+			'hasRecurringInvoices' => Invoice::scope()->where('is_recurring', '=', true)->whereClientId($client->id)->count() > 0
 		);
 
 		return View::make('clients.show', $data);
@@ -158,7 +159,7 @@ class ClientController extends \BaseController {
 	private function save($publicId = null)
 	{
 		$rules = array(
-			'name'       => 'required'
+			'email' => 'required'
 		);
 		$validator = Validator::make(Input::all(), $rules);
 
@@ -182,7 +183,7 @@ class ClientController extends \BaseController {
 			$client->state = trim(Input::get('state'));
 			$client->postal_code = trim(Input::get('postal_code'));			
 			$client->country_id = Input::get('country_id') ? Input::get('country_id') : null;
-			$client->notes = trim(Input::get('notes'));
+			$client->private_notes = trim(Input::get('private_notes'));
 			$client->client_size_id = Input::get('client_size_id') ? Input::get('client_size_id') : null;
 			$client->client_industry_id = Input::get('client_industry_id') ? Input::get('client_industry_id') : null;
 			$client->currency_id = Input::get('currency_id') ? Input::get('currency_id') : null;

app/controllers/CreditController.php

@@ -20,10 +20,12 @@ class CreditController extends \BaseController {
     {
         $query = DB::table('credits')
                     ->join('clients', 'clients.id', '=','credits.client_id')
+                    ->join('contacts', 'contacts.client_id', '=', 'clients.id')
                     ->where('clients.account_id', '=', Auth::user()->account_id)
                     ->where('clients.deleted_at', '=', null)
                     ->where('credits.deleted_at', '=', null)
-                    ->select('credits.public_id', 'clients.name as client_name', 'clients.public_id as client_public_id', 'credits.amount', 'credits.credit_date', 'credits.currency_id');        
+                    ->where('contacts.is_primary', '=', true)   
+                    ->select('credits.public_id', 'clients.name as client_name', 'clients.public_id as client_public_id', 'credits.amount', 'credits.credit_date', 'credits.currency_id', 'contacts.first_name', 'contacts.last_name', 'contacts.email');        
 
         if ($clientPublicId) {
             $query->where('clients.public_id', '=', $clientPublicId);
@@ -42,7 +44,7 @@ class CreditController extends \BaseController {
 
         if (!$clientPublicId) {
             $table->addColumn('checkbox', function($model) { return '<input type="checkbox" name="ids[]" value="' . $model->public_id . '">'; })
-                  ->addColumn('client_name', function($model) { return link_to('clients/' . $model->client_public_id, $model->client_name); });
+                  ->addColumn('client_name', function($model) { return link_to('clients/' . $model->client_public_id, Utils::getClientDisplayName($model)); });
         }
         
         return $table->addColumn('amount', function($model){ return Utils::formatMoney($model->amount, $model->currency_id); })
@@ -68,19 +70,14 @@ class CreditController extends \BaseController {
 
     public function create($clientPublicId = null)
     {       
-        $client = null;
-        if ($clientPublicId) {
-            $client = Client::scope($clientPublicId)->firstOrFail();
-        }
-
         $data = array(
-            'client' => $client,
+            'clientPublicId' => $clientPublicId,
             'credit' => null, 
             'method' => 'POST', 
             'url' => 'credits', 
             'title' => '- New Credit',
             'currencies' => Currency::orderBy('name')->get(),
-            'clients' => Client::scope()->orderBy('name')->get());
+            'clients' => Client::scope()->with('contacts')->orderBy('name')->get());
 
         return View::make('credits.edit', $data);
     }
@@ -95,7 +92,7 @@ class CreditController extends \BaseController {
             'url' => 'credits/' . $publicId, 
             'title' => '- Edit Credit',
             'currencies' => Currency::orderBy('name')->get(),
-            'clients' => Client::scope()->orderBy('name')->get());
+            'clients' => Client::scope()->with('contacts')->orderBy('name')->get());
         return View::make('credit.edit', $data);
     }
 

app/controllers/InvoiceController.php

@@ -51,7 +51,7 @@ class InvoiceController extends \BaseController {
     	$table->addColumn('invoice_number', function($model) { return link_to('invoices/' . $model->public_id . '/edit', $model->invoice_number); });
 
     	if (!$clientPublicId) {
-    		$table->addColumn('client', function($model) { return link_to('clients/' . $model->client_public_id, $model->client_name); });
+    		$table->addColumn('client', function($model) { return link_to('clients/' . $model->client_public_id, Utils::getClientDisplayName($model)); });
     	}
     	
     	return $table->addColumn('invoice_date', function($model) { return Utils::fromSqlDate($model->invoice_date); })    	    
@@ -89,7 +89,7 @@ class InvoiceController extends \BaseController {
     	$table->addColumn('frequency', function($model) { return link_to('invoices/' . $model->public_id, $model->frequency); });
 
     	if (!$clientPublicId) {
-    		$table->addColumn('client', function($model) { return link_to('clients/' . $model->client_public_id, $model->client_name); });
+    		$table->addColumn('client', function($model) { return link_to('clients/' . $model->client_public_id, Utils::getClientDisplayName($model)); });
     	}
     	
     	return $table->addColumn('start_date', function($model) { return Utils::fromSqlDate($model->start_date); })
@@ -385,10 +385,8 @@ class InvoiceController extends \BaseController {
 		}
 
 		$input = json_decode(Input::get('data'));					
-		$inputClient = $input->client;
-		$inputClient->name = trim($inputClient->name);
 		
-		if (!$inputClient->name) 
+		if (!$input->client->contacts[0]->email) 
 		{
 			return Redirect::to('invoices/create')
 				->withInput();
@@ -521,7 +519,7 @@ class InvoiceController extends \BaseController {
 		$invoice = Invoice::with('invoice_items')->scope($publicId)->firstOrFail();		
 
 		$clone = Invoice::createNew();		
-		foreach (['client_id', 'discount', 'invoice_date', 'due_date', 'is_recurring', 'frequency_id', 'start_date', 'end_date', 'notes'] as $field) 
+		foreach (['client_id', 'discount', 'invoice_date', 'due_date', 'is_recurring', 'frequency_id', 'start_date', 'end_date', 'terms', 'currency_id'] as $field) 
 		{
 			$clone->$field = $invoice->$field;	
 		}
@@ -537,7 +535,7 @@ class InvoiceController extends \BaseController {
 		{
 			$cloneItem = InvoiceItem::createNew();
 			
-			foreach (['product_id', 'product_key', 'notes', 'cost', 'qty'] as $field) 
+			foreach (['product_id', 'product_key', 'notes', 'cost', 'qty', 'tax_name', 'tax_rate'] as $field) 
 			{
 				$cloneItem->$field = $item->$field;
 			}

app/controllers/PaymentController.php

@@ -16,10 +16,12 @@ class PaymentController extends \BaseController
         $query = DB::table('payments')
                     ->join('clients', 'clients.id', '=','payments.client_id')
                     ->leftJoin('invoices', 'invoices.id', '=','payments.invoice_id')
+                    ->join('contacts', 'contacts.client_id', '=', 'clients.id')
                     ->where('payments.account_id', '=', Auth::user()->account_id)
                     ->where('payments.deleted_at', '=', null)
                     ->where('clients.deleted_at', '=', null)
-                    ->select('payments.public_id', 'payments.transaction_reference', 'clients.name as client_name', 'clients.public_id as client_public_id', 'payments.amount', 'payments.payment_date', 'invoices.public_id as invoice_public_id', 'invoices.invoice_number', 'payments.currency_id');        
+                    ->where('contacts.is_primary', '=', true)   
+                    ->select('payments.public_id', 'payments.transaction_reference', 'clients.name as client_name', 'clients.public_id as client_public_id', 'payments.amount', 'payments.payment_date', 'invoices.public_id as invoice_public_id', 'invoices.invoice_number', 'payments.currency_id', 'contacts.first_name', 'contacts.last_name', 'contacts.email');        
 
         if ($clientPublicId) {
             $query->where('clients.public_id', '=', $clientPublicId);
@@ -43,7 +45,7 @@ class PaymentController extends \BaseController
         $table->addColumn('transaction_reference', function($model) { return $model->transaction_reference ? $model->transaction_reference : '<i>Manual entry</i>'; });
 
         if (!$clientPublicId) {
-            $table->addColumn('client_name', function($model) { return link_to('clients/' . $model->client_public_id, $model->client_name); });
+            $table->addColumn('client_name', function($model) { return link_to('clients/' . $model->client_public_id, Utils::getClientDisplayName($model)); });
         }
 
         return $table->addColumn('invoice_number', function($model) { return $model->invoice_public_id ? link_to('invoices/' . $model->invoice_public_id . '/edit', $model->invoice_number) : ''; })
@@ -70,21 +72,16 @@ class PaymentController extends \BaseController
 
     public function create($clientPublicId = 0)
     {       
-        $client = null;
-        if ($clientPublicId) {
-            $client = Client::scope($clientPublicId)->firstOrFail();
-        }
-
         $data = array(
-            'client' => $client,
+            'clientPublicId' => $clientPublicId,
             'invoice' => null,
-            'invoices' => Invoice::with('client')->scope()->orderBy('invoice_number')->get(),
+            'invoices' => Invoice::scope()->with('client')->orderBy('invoice_number')->get(),
             'payment' => null, 
             'method' => 'POST', 
             'url' => 'payments', 
             'title' => '- New Payment',
             'currencies' => Currency::orderBy('name')->get(),
-            'clients' => Client::scope()->orderBy('name')->get());
+            'clients' => Client::scope()->with('contacts')->orderBy('name')->get());
 
         return View::make('payments.edit', $data);
     }
@@ -95,13 +92,13 @@ class PaymentController extends \BaseController
         $data = array(
             'client' => null,
             'invoice' => null,
-            'invoices' => Invoice::scope()->orderBy('invoice_number')->get(array('public_id','invoice_number')),
+            'invoices' => Invoice::scope()->with('client')->orderBy('invoice_number')->get(array('public_id','invoice_number')),
             'payment' => $payment, 
             'method' => 'PUT', 
             'url' => 'payments/' . $publicId, 
             'title' => '- Edit Payment',
             'currencies' => Currency::orderBy('name')->get(),
-            'clients' => Client::scope()->orderBy('name')->get());
+            'clients' => Client::scope()->with('contacts')->orderBy('name')->get());
         return View::make('payments.edit', $data);
     }
 

app/database/migrations/2013_11_05_180133_confide_setup_users_table.php

@@ -165,7 +165,7 @@ class ConfideSetupUsersTable extends Migration {
             $t->boolean('confirmed')->default(false);
             $t->integer('theme_id');
 
-            $t->boolean('notify_sent')->default(false);
+            $t->boolean('notify_sent')->default(true);
             $t->boolean('notify_viewed')->default(false);
             $t->boolean('notify_paid')->default(true);
 
@@ -212,7 +212,7 @@ class ConfideSetupUsersTable extends Migration {
             $t->string('postal_code');
             $t->unsignedInteger('country_id')->nullable();
             $t->string('work_phone');
-            $t->text('notes');
+            $t->text('private_notes');
             $t->decimal('balance', 13, 4);
             $t->decimal('paid_to_date', 13, 4);
             $t->timestamp('last_login')->nullable();
@@ -285,6 +285,7 @@ class ConfideSetupUsersTable extends Migration {
             $t->date('invoice_date')->nullable();
             $t->date('due_date')->nullable();
             $t->text('terms');
+            $t->text('public_notes');
             $t->boolean('is_deleted');            
             $t->boolean('is_recurring');
             $t->unsignedInteger('frequency_id');

app/libraries/utils.php

@@ -246,4 +246,20 @@ class Utils
 		return ucwords(str_replace('_', ' ', $entityType));
 	}
 
+	public static function getClientDisplayName($model)
+	{
+		if ($model->client_name) 
+		{
+			return $model->client_name;
+		}
+		else if ($model->first_name || $model->last_name) 
+		{
+			return $model->first_name . ' ' . $model->last_name;
+		}
+		else
+		{
+			return $model->email;
+		}
+	}
+
 }

app/models/Activity.php

@@ -5,16 +5,17 @@ define("ACTIVITY_TYPE_CREATE_CLIENT", 1);
 define("ACTIVITY_TYPE_ARCHIVE_CLIENT", 2);
 define("ACTIVITY_TYPE_DELETE_CLIENT", 3);
 define("ACTIVITY_TYPE_CREATE_INVOICE", 4);
-define("ACTIVITY_TYPE_EMAIL_INVOICE", 5);
+define("ACTIVITY_TYPE_UPDATE_INVOICE", 5);
-define("ACTIVITY_TYPE_VIEW_INVOICE", 6);
+define("ACTIVITY_TYPE_EMAIL_INVOICE", 6);
-define("ACTIVITY_TYPE_ARCHIVE_INVOICE", 7);
+define("ACTIVITY_TYPE_VIEW_INVOICE", 7);
-define("ACTIVITY_TYPE_DELETE_INVOICE", 8);
+define("ACTIVITY_TYPE_ARCHIVE_INVOICE", 8);
-define("ACTIVITY_TYPE_CREATE_PAYMENT", 9);
+define("ACTIVITY_TYPE_DELETE_INVOICE", 9);
-define("ACTIVITY_TYPE_ARCHIVE_PAYMENT", 10);
+define("ACTIVITY_TYPE_CREATE_PAYMENT", 10);
-define("ACTIVITY_TYPE_DELETE_PAYMENT", 11);
+define("ACTIVITY_TYPE_ARCHIVE_PAYMENT", 11);
-define("ACTIVITY_TYPE_CREATE_CREDIT", 12);
+define("ACTIVITY_TYPE_DELETE_PAYMENT", 12);
-define("ACTIVITY_TYPE_ARCHIVE_CREDIT", 13);
+define("ACTIVITY_TYPE_CREATE_CREDIT", 13);
-define("ACTIVITY_TYPE_DELETE_CREDIT", 14);
+define("ACTIVITY_TYPE_ARCHIVE_CREDIT", 14);
+define("ACTIVITY_TYPE_DELETE_CREDIT", 15);
 
 
 class Activity extends Eloquent
@@ -55,7 +56,6 @@ class Activity extends Eloquent
 		$activity->client_id = $client->id;
 		$activity->activity_type_id = ACTIVITY_TYPE_CREATE_CLIENT;
 		$activity->message = Auth::user()->getFullName() . ' created client ' . link_to('clients/'.$client->public_id, $client->name);
-
 		$activity->save();		
 	}
 
@@ -65,6 +65,7 @@ class Activity extends Eloquent
 		$activity->client_id = $client->id;
 		$activity->activity_type_id = ACTIVITY_TYPE_ARCHIVE_CLIENT;
 		$activity->message = Auth::user()->getFullName() . ' archived client ' . $client->name;
+		$activity->balance = $client->balance;
 		$activity->save();
 	}	
 
@@ -72,9 +73,12 @@ class Activity extends Eloquent
 	{
 		$userName = Auth::check() ? Auth::user()->getFullName() : '<i>System</i>';
 
-		if ($invoice->is_recurring) {
+		if ($invoice->is_recurring) 
+		{
 			$message = $userName . ' created ' . link_to('invoices/'.$invoice->public_id, 'recuring invoice');
-		} else {
+		} 
+		else 
+		{
 			$message = $userName . ' created invoice ' . link_to('invoices/'.$invoice->public_id, $invoice->invoice_number);
 		}
 
@@ -84,6 +88,7 @@ class Activity extends Eloquent
 		$activity->currency_id = $invoice->currency_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_CREATE_INVOICE;
 		$activity->message = $message;
+		$activity->balance = $invoice->client->balance;
 		$activity->save();
 	}	
 
@@ -94,11 +99,22 @@ class Activity extends Eloquent
 		$activity->client_id = $invoice->client_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_ARCHIVE_INVOICE;
 		$activity->message = Auth::user()->getFullName() . ' archived invoice ' . $invoice->invoice_number;
+		$activity->balance = $invoice->client->balance;
 		$activity->save();
 	}
 
 	public static function emailInvoice($invitation)
 	{
+		$adjustment = 0;
+
+		if (!$invitation->invoice->isSent())
+		{
+			$adjustment = $invitation->invoice->amount;
+			$client = $invitation->invoice->client;
+			$client->balance = $client->balance + $adjustment;
+			$client->save();
+		}
+
 		$userName = Auth::check() ? Auth::user()->getFullName() : '<i>System</i>';
 		$activity = Activity::getBlank($invitation);
 		$activity->client_id = $invitation->invoice->client_id;
@@ -106,11 +122,45 @@ class Activity extends Eloquent
 		$activity->contact_id = $invitation->contact_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_EMAIL_INVOICE;
 		$activity->message = $userName . ' emailed invoice ' . link_to('invoices/'.$invitation->invoice->public_id, $invitation->invoice->invoice_number) . ' to ' . $invitation->contact->getFullName();
+		$activity->balance = $invitation->invoice->client->balance;
+		$activity->adjustment = $adjustment;
+		$activity->save();
+	}
+
+	public static function updateInvoice($invoice)
+	{
+		if ($invoice->invoice_status_id < INVOICE_STATUS_SENT)
+		{
+			return;
+		}
+
+		$diff = floatval($invoice->amount) - floatval($invoice->getOriginal('amount'));
+		
+		if ($diff == 0)
+		{
+			return;
+		}
+
+		$client = $invoice->client;
+		$client->balance = $client->balance + $diff;
+		$client->save();
+
+		$activity = Activity::getBlank($invoice);
+		$activity->client_id = $invoice->client_id;
+		$activity->invoice_id = $invoice->id;
+		$activity->activity_type_id = ACTIVITY_TYPE_UPDATE_INVOICE;
+		$activity->message = Auth::user()->getFullName() . ' updated invoice ' . link_to('invoices/'.$invoice->public_id, $invoice->invoice_number);
+		$activity->balance = $client->balance;
+		$activity->adjustment = $diff;
 		$activity->save();
 	}
 
 	public static function createPayment($payment)
 	{
+		$client = $payment->client;
+		$client->balance = $client->balance - $payment->amount;
+		$client->save();
+
 		if (Auth::check())
 		{
 			$activity = Activity::getBlank();
@@ -130,23 +180,28 @@ class Activity extends Eloquent
 		$activity->client_id = $payment->client_id;
 		$activity->currency_id = $payment->currency_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_CREATE_PAYMENT;
+		$activity->balance = $client->balance;
+		$activity->adjustment = $payment->amount * -1;
 		$activity->save();
 	}	
 
-
 	public static function createCredit($credit)
 	{
+		$client = $credit->client;
+		$client->balance = $client->balance - $credit->amount;
+		$client->save();
+
 		$activity = Activity::getBlank();
 		$activity->message = Auth::user()->getFullName() . ' created credit';
 		$activity->credit_id = $credit->id;
 		$activity->client_id = $credit->client_id;
 		$activity->currency_id = $credit->currency_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_CREATE_CREDIT;
+		$activity->balance = $client->balance;
+		$activity->adjustment = $credit->amount * -1;
 		$activity->save();
 	}	
 
-
-
 	public static function archivePayment($payment)
 	{
 		$activity = Activity::getBlank();
@@ -154,6 +209,7 @@ class Activity extends Eloquent
 		$activity->client_id = $invoice->client_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_ARCHIVE_PAYMENT;
 		$activity->message = Auth::user()->getFullName() . ' archived payment';
+		$activity->balance = $payment->client->balance;
 		$activity->save();
 	}	
 
@@ -168,6 +224,7 @@ class Activity extends Eloquent
 		$activity->invoice_id = $invitation->invoice_id;
 		$activity->activity_type_id = ACTIVITY_TYPE_VIEW_INVOICE;
 		$activity->message = $invitation->contact->getFullName() . ' viewed invoice ' . link_to('invoices/'.$invitation->invoice->public_id, $invitation->invoice->invoice_number);
+		$activity->balance = $invitation->invoice->client->balance;
 		$activity->save();
 	}
 }

app/models/Client.php

@@ -2,7 +2,7 @@
 
 class Client extends EntityModel
 {
-	protected $hidden = array('id', 'account_id', 'created_at', 'updated_at', 'deleted_at', 'notes', 'last_login');
+	protected $hidden = array('id', 'account_id', 'created_at', 'updated_at', 'deleted_at', 'private_notes', 'last_login');
 
 	public static $fieldName = 'Client - Name';
 	public static $fieldPhone = 'Client - Phone';

app/models/Contact.php

@@ -35,6 +35,11 @@ class Contact extends EntityModel
 	
 	public function getFullName()
 	{
+		if (!$this->first_name && !$this->last_name)
+		{
+			return $this->email;
+		}
+
 		$fullName = $this->first_name . ' ' . $this->last_name;
 
 		if ($fullName == ' ')

app/models/Invitation.php

@@ -19,8 +19,3 @@ class Invitation extends EntityModel
 		return $this->belongsTo('User');
 	}	
 }
-
-Invitation::created(function($invitation)
-{
-	Activity::emailInvoice($invitation);
-});

app/models/Invoice.php

@@ -96,3 +96,8 @@ Invoice::created(function($invoice)
 {
 	Activity::createInvoice($invoice);
 });
+
+Invoice::updating(function($invoice)
+{
+	Activity::updateInvoice($invoice);
+});

app/ninja/mailers/ContactMailer.php

@@ -5,6 +5,7 @@ use Contact;
 use Invitation;
 use URL;
 use Auth;
+use Activity;
 
 class ContactMailer extends Mailer {
 
@@ -20,6 +21,8 @@ class ContactMailer extends Mailer {
 			$invitation->save();
 
 			$this->sendTo($invitation->contact->email, $subject, $view, $data);
+
+			Activity::emailInvoice($invitation);
 		}
 		
 		if (!$invoice->isSent())

app/ninja/repositories/AccountRepository.php

@@ -9,13 +9,14 @@ class AccountRepository
 	{
     	$clients = \DB::table('clients')
 			->where('clients.deleted_at', '=', null)
+			->whereRaw("clients.name <> ''")
 			->select(\DB::raw("'Clients' as type, clients.public_id, clients.name, '' as token"));
 
 		$contacts = \DB::table('clients')
 			->join('contacts', 'contacts.client_id', '=', 'clients.id')
 			->where('clients.deleted_at', '=', null)
-			->whereRaw("CONCAT(contacts.first_name, contacts.last_name) <> ''")
+			->whereRaw("CONCAT(contacts.first_name, contacts.last_name, contacts.email) <> ''")
-			->select(\DB::raw("'Contacts' as type, clients.public_id, CONCAT(contacts.first_name, ' ', contacts.last_name, ': ', clients.name) as name, '' as token"));
+			->select(\DB::raw("'Contacts' as type, clients.public_id, CONCAT(contacts.first_name, ' ', contacts.last_name, ' ', contacts.email) as name, '' as token"));
 
 		$invoices = \DB::table('clients')
 			->join('invoices', 'invoices.client_id', '=', 'clients.id')

app/ninja/repositories/ClientRepository.php

@@ -27,7 +27,7 @@ class ClientRepository
 		$client->state = trim($data['state']);
 		$client->postal_code = trim($data['postal_code']);
 		$client->country_id = $data['country_id'] ? $data['country_id'] : null;
-		$client->notes = trim($data['notes']);
+		$client->private_notes = trim($data['private_notes']);
 		$client->client_size_id = $data['client_size_id'] ? $data['client_size_id'] : null;
 		$client->client_industry_id = $data['client_industry_id'] ? $data['client_industry_id'] : null;
 		$client->currency_id = $data['currency_id'] ? $data['currency_id'] : null;

app/ninja/repositories/InvoiceRepository.php

@@ -13,11 +13,13 @@ class InvoiceRepository
     	$query = \DB::table('invoices')
     				->join('clients', 'clients.id', '=','invoices.client_id')
 					->join('invoice_statuses', 'invoice_statuses.id', '=', 'invoices.invoice_status_id')
+					->join('contacts', 'contacts.client_id', '=', 'clients.id')
 					->where('invoices.account_id', '=', $accountId)
     				->where('invoices.deleted_at', '=', null)
     				->where('clients.deleted_at', '=', null)
     				->where('invoices.is_recurring', '=', false)    			
-					->select('clients.public_id as client_public_id', 'invoice_number', 'clients.name as client_name', 'invoices.public_id', 'amount', 'invoices.balance', 'invoice_date', 'due_date', 'invoice_statuses.name as invoice_status_name', 'invoices.currency_id');
+    				->where('contacts.is_primary', '=', true)	
+					->select('clients.public_id as client_public_id', 'invoice_number', 'clients.name as client_name', 'invoices.public_id', 'amount', 'invoices.balance', 'invoice_date', 'due_date', 'invoice_statuses.name as invoice_status_name', 'invoices.currency_id', 'contacts.first_name', 'contacts.last_name', 'contacts.email');
 
     	if ($clientPublicId) 
     	{
@@ -42,10 +44,12 @@ class InvoiceRepository
     	$query = \DB::table('invoices')
     				->join('clients', 'clients.id', '=','invoices.client_id')
 					->join('frequencies', 'frequencies.id', '=', 'invoices.frequency_id')
+					->join('contacts', 'contacts.client_id', '=', 'clients.id')
 					->where('invoices.account_id', '=', $accountId)
     				->where('invoices.deleted_at', '=', null)
     				->where('invoices.is_recurring', '=', true)
-					->select('clients.public_id as client_public_id', 'clients.name as client_name', 'invoices.public_id', 'amount', 'frequencies.name as frequency', 'start_date', 'end_date', 'invoices.currency_id');
+    				->where('contacts.is_primary', '=', true)	
+					->select('clients.public_id as client_public_id', 'clients.name as client_name', 'invoices.public_id', 'amount', 'frequencies.name as frequency', 'start_date', 'end_date', 'invoices.currency_id', 'contacts.first_name', 'contacts.last_name', 'contacts.email');
 
     	if ($clientPublicId) 
     	{
@@ -87,6 +91,7 @@ class InvoiceRepository
 		$invoice->start_date = Utils::toSqlDate($data['start_date']);
 		$invoice->end_date = Utils::toSqlDate($data['end_date']);
 		$invoice->terms = trim($data['terms']);
+		$invoice->public_notes = trim($data['public_notes']);
 		$invoice->po_number = trim($data['po_number']);
 		$invoice->currency_id = $data['currency_id'];
 
@@ -108,6 +113,7 @@ class InvoiceRepository
 		}
 
 		$invoice->amount = $total;
+		$invoice->balance = $total;
 		$invoice->save();
 
 		foreach ($data['invoice_items'] as $item) 

app/views/clients/edit.blade.php

@@ -2,7 +2,7 @@
 
 
 @section('onReady')
-	$('input#name').focus();
+	$('input#first_name').focus();
 @stop
 
 @section('content')
@@ -10,8 +10,7 @@
 	<!--<h3>{{ $title }} Client</h3>-->
 	
 	{{ Former::open($url)->addClass('col-md-10 col-md-offset-1 main_form')->method($method)->rules(array(
-  		'name' => 'required',
+  		'email' => 'email|required'  		
-  		'email' => 'email'  		
 	)); }}
 
 	@if ($client)
@@ -20,25 +19,6 @@
 
 
 	<div class="row">
-		<div class="col-md-6">
-
-			{{ Former::legend('Organization') }}
-			{{ Former::text('name') }}
-			{{ Former::text('website') }}
-			{{ Former::text('work_phone')->label('Phone') }}
-			
-			
-			{{ Former::legend('Address') }}
-			{{ Former::text('address1')->label('Street') }}
-			{{ Former::text('address2')->label('Apt/Floor') }}
-			{{ Former::text('city') }}
-			{{ Former::text('state') }}
-			{{ Former::text('postal_code') }}
-			{{ Former::select('country_id')->addOption('','')->label('Country')
-				->fromQuery($countries, 'name', 'id')->select($client ? $client->country_id : '') }}
-
-
-		</div>
 		<div class="col-md-6">
 
 			{{ Former::legend('Contacts') }}
@@ -70,7 +50,28 @@
 				->fromQuery($clientSizes, 'name', 'id')->select($client ? $client->client_size_id : '') }}
 			{{ Former::select('client_industry_id')->addOption('','')->label('Industry')
 				->fromQuery($clientIndustries, 'name', 'id')->select($client ? $client->client_industry_id : '') }}
-			{{ Former::textarea('notes') }}
+			{{ Former::textarea('private_notes') }}
+
+
+		</div>
+		<div class="col-md-6">
+
+
+			{{ Former::legend('Organization') }}
+			{{ Former::text('name') }}
+			{{ Former::text('website') }}
+			{{ Former::text('work_phone')->label('Phone') }}
+			
+			
+			{{ Former::legend('Address') }}
+			{{ Former::text('address1')->label('Street') }}
+			{{ Former::text('address2')->label('Apt/Floor') }}
+			{{ Former::text('city') }}
+			{{ Former::text('state') }}
+			{{ Former::text('postal_code') }}
+			{{ Former::select('country_id')->addOption('','')->label('Country')
+				->fromQuery($countries, 'name', 'id')->select($client ? $client->country_id : '') }}
+
 
 		</div>
 	</div>

app/views/clients/show.blade.php

@@ -62,8 +62,8 @@
 
 		<div class="col-md-6">
 			<h3>Standing</h3>
-			<h3>$0.00 <small>Paid to Date USD</small></h3>	    
+			<h3>{{ Utils::formatMoney($client->paid_to_date, $client->currency_id); }} <small>Paid to Date USD</small></h3>	    
-			<h3>$0.00 <small>Balance USD</small></h3>
+			<h3>{{ Utils::formatMoney($client->balance, $client->currency_id); }} <small>Balance USD</small></h3>
 		</div>
 	</div>
 
@@ -81,7 +81,7 @@
         <div class="tab-pane active" id="activity">
 
 			{{ Datatable::table()		
-		    	->addColumn('Date', 'Message', 'Balance')       
+		    	->addColumn('Date', 'Message', 'Balance', 'Adjustment')       
 		    	->setUrl(url('api/activities/'. $client->public_id))    	
 		    	->setOptions('sPaginationType', 'bootstrap')
 		    	->setOptions('bFilter', false)

app/views/credits/edit.blade.php

@@ -15,6 +15,8 @@
 
 	@if ($credit)
 		{{ Former::populate($credit) }}
+	@else
+		{{ Former::populateField('credit_date', date('Y-m-d')) }}
 	@endif
 
 	
@@ -27,11 +29,11 @@
 				{{ Former::legend('New Credit') }}
 			@endif
 
-			{{ Former::select('client')->fromQuery($clients, 'name', 'public_id')->select($client ? $client->public_id : '')->addOption('', '')->addGroupClass('client-select') }}
+			{{ Former::select('client')->addOption('', '')->addGroupClass('client-select') }}
-			{{ Former::select('currency_id')->addOption('','')->label('Currency')
-				->fromQuery($currencies, 'name', 'id')->select(Session::get(SESSION_CURRENCY, DEFAULT_CURRENCY)) }}
 			{{ Former::text('amount') }}
 			{{ Former::text('credit_date')->data_date_format(DEFAULT_DATE_PICKER_FORMAT) }}
+			{{ Former::select('currency_id')->addOption('','')->label('Currency')
+				->fromQuery($currencies, 'name', 'id')->select(Session::get(SESSION_CURRENCY, DEFAULT_CURRENCY)) }}
 
 		</div>
 		<div class="col-md-6">
@@ -48,10 +50,20 @@
 
 	<script type="text/javascript">
 
+	var clients = {{ $clients }};
+
 	$(function() {
 
 		var $input = $('select#client');		
+		for (var i=0; i<clients.length; i++) {
+			var client = clients[i];
+			$input.append(new Option(getClientDisplayName(client), client.public_id));
+		}
+		@if ($clientPublicId)
+			$('select#client').val({{ $clientPublicId }});
+		@endif		
 		$input.combobox();
+
 		$('#currency_id').combobox();
 		
 		$('#credit_date').datepicker({

app/views/datatable.blade.php

@@ -37,6 +37,7 @@
         jQuery('.{{ $class }}').dataTable({
             // Disable sorting on the first column
             "aaSorting": [],
+            "bAutoWidth": false,
             @if (isset($hasCheckboxes) && $hasCheckboxes)
             "aoColumnDefs" : [ {
                 'bSortable' : false,

app/views/invoices/edit.blade.php

@@ -13,12 +13,13 @@
 
 	{{ Former::open($url)->method($method)->addClass('main_form')->rules(array(
 		'client' => 'required',
+		'email' => 'required',
 		'product_key' => 'max:14',
 	)); }}
     
     <div class="row" style="min-height:195px" onkeypress="formEnterClick(event)">
     	<div class="col-md-5" id="col_1">
-			{{ Former::select('client')->addOption('', '')->fromQuery($clients, 'name', 'public_id')->data_bind("dropdown: client")
+			{{ Former::select('client')->addOption('', '')->data_bind("dropdown: client")
 					->addGroupClass('client_select closer-row') }}
 
 			<div class="form-group" style="margin-bottom: 8px">
@@ -38,6 +39,7 @@
 				</div>
 			</div>
 			{{ Former::textarea('terms')->data_bind("value: wrapped_terms, valueUpdate: 'afterkeydown'") }}			
+			{{ Former::textarea('public_notes')->data_bind("value: wrapped_notes, valueUpdate: 'afterkeydown'") }}			
 			
 		</div>
 		<div class="col-md-4" id="col_2">
@@ -51,13 +53,14 @@
 				{{ Former::text('start_date')->data_bind("value: start_date, valueUpdate: 'afterkeydown'")->data_date_format(DEFAULT_DATE_PICKER_FORMAT) }}
 				{{ Former::text('end_date')->data_bind("value: end_date, valueUpdate: 'afterkeydown'")->data_date_format(DEFAULT_DATE_PICKER_FORMAT) }}
 			</div>
+			@if ($invoice && $invoice->recurring_invoice_id)
+				<div class="pull-right" style="padding-top: 6px">
+					Created by a {{ link_to('/invoices/'.$invoice->recurring_invoice_id, 'recurring invoice') }}
+				</div>
+			@else 
 			<div data-bind="visible: invoice_status_id() < CONSTS.INVOICE_STATUS_SENT">
 				{{ Former::checkbox('recurring')->text('Enable | <a href="#" rel="tooltip" data-toggle="tooltip" title="Recurring invoices are automatically sent. Use :MONTH, :QUARTER or :YEAR for dynamic dates. Basic math works as well. ie, :MONTH-1.">Learn more</a>')->data_bind("checked: is_recurring")
-					->inlineHelp($invoice && $invoice->last_sent_date ? 'Last invoice sent ' . Utils::timestampToDateString($invoice->last_sent_date) : '') }}
+					->inlineHelp($invoice && $invoice->last_sent_date ? 'Last invoice sent ' . Utils::dateToString($invoice->last_sent_date) : '') }}
-			</div>
-			@if ($invoice && $invoice->recurring_invoice_id)
-				<div style="padding-top: 6px">
-					Created by a {{ link_to('/invoices/'.$invoice->recurring_invoice_id, 'recurring invoice') }}
 			</div>			
 			@endif
 			
@@ -131,16 +134,16 @@
 				<td colspan="2">Subtotal</td>
 				<td style="text-align: right"><span data-bind="text: subtotal"/></td>
 	        </tr>
-	        <tr>
-	        	<td class="hide-border" data-bind="attr: {colspan: tax_rates().length > 1 ? 4 : 3}"/>
-				<td colspan="2">Paid to Date</td>
-				<td style="text-align: right"></td>
-	        </tr>	        
 	        <tr data-bind="visible: discount() > 0">
 	        	<td class="hide-border" data-bind="attr: {colspan: tax_rates().length > 1 ? 4 : 3}"/>
 				<td colspan="2">Discount</td>
 				<td style="text-align: right"><span data-bind="text: discounted"/></td>
 	        </tr>
+	        <tr>
+	        	<td class="hide-border" data-bind="attr: {colspan: tax_rates().length > 1 ? 4 : 3}"/>
+				<td colspan="2">Paid to Date</td>
+				<td style="text-align: right"></td>
+	        </tr>	        
 	        <tr>
 	        	<td class="hide-border" data-bind="attr: {colspan: tax_rates().length > 1 ? 4 : 3}"/>
 				<td colspan="2"><b>Balance Due</b></td>
@@ -200,23 +203,6 @@
 		<div style="background-color: #F6F6F6" class="row" data-bind="with: client" onkeypress="clientModalEnterClick(event)">
 			<div class="col-md-6" style="margin-left:0px;margin-right:0px" >
 
-				{{ Former::legend('Organization') }}
-				{{ Former::text('name')->data_bind("value: name, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('website')->data_bind("value: website, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('work_phone')->data_bind("value: work_phone, valueUpdate: 'afterkeydown'")->label('Phone') }}
-				
-				
-				{{ Former::legend('Address') }}
-				{{ Former::text('address1')->label('Street')->data_bind("value: address1, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('address2')->label('Apt/Floor')->data_bind("value: address2, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('city')->data_bind("value: city, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('state')->data_bind("value: state, valueUpdate: 'afterkeydown'") }}
-				{{ Former::text('postal_code')->data_bind("value: postal_code, valueUpdate: 'afterkeydown'") }}
-				{{ Former::select('country_id')->addOption('','')->label('Country')->addGroupClass('country_select')
-					->fromQuery($countries, 'name', 'id')->data_bind("dropdown: country_id") }}
-					
-			</div>
-			<div class="col-md-6" style="margin-left:0px;margin-right:0px" >
 
 				{{ Former::legend('Contacts') }}
 				<div data-bind='template: { foreach: contacts,
@@ -247,14 +233,33 @@
 					->fromQuery($clientSizes, 'name', 'id')->select($client ? $client->client_size_id : '') }}
 				{{ Former::select('client_industry_id')->addOption('','')->label('Industry')->data_bind('value: client_industry_id')
 					->fromQuery($clientIndustries, 'name', 'id')->select($client ? $client->client_industry_id : '') }}
-				{{ Former::textarea('notes') }}
+				{{ Former::textarea('private_notes')->data_bind('value: private_notes') }}
+
+
+			</div>
+			<div class="col-md-6" style="margin-left:0px;margin-right:0px" >
+
+				{{ Former::legend('Organization') }}
+				{{ Former::text('name')->data_bind("value: name, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('website')->data_bind("value: website, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('work_phone')->data_bind("value: work_phone, valueUpdate: 'afterkeydown'")->label('Phone') }}
+				
+				
+				{{ Former::legend('Address') }}
+				{{ Former::text('address1')->label('Street')->data_bind("value: address1, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('address2')->label('Apt/Floor')->data_bind("value: address2, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('city')->data_bind("value: city, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('state')->data_bind("value: state, valueUpdate: 'afterkeydown'") }}
+				{{ Former::text('postal_code')->data_bind("value: postal_code, valueUpdate: 'afterkeydown'") }}
+				{{ Former::select('country_id')->addOption('','')->label('Country')->addGroupClass('country_select')
+					->fromQuery($countries, 'name', 'id')->data_bind("dropdown: country_id") }}
 					
 			</div>
 		</div>
 		</div>
 
 	     <div class="modal-footer" style="margin-top: 0px">
-	      	<span class="error-block" id="nameError" style="display:none;float:left">Please provide a value for the name field.</span><span>&nbsp;</span>
+	      	<span class="error-block" id="emailError" style="display:none;float:left">Please provide a valid email address.</span><span>&nbsp;</span>
 	      	<button type="button" class="btn btn-default" data-dismiss="modal">Cancel</button>
 	        <button type="button" class="btn btn-primary" data-bind="click: clientFormComplete">Done</button>	      	
 	     </div>
@@ -316,7 +321,7 @@
 
 	$(function() {
 
-		$('form').change(refreshPDF);
+		//$('form').change(refreshPDF);
 
 		$('#country_id').combobox();
 		$('[rel=tooltip]').tooltip();
@@ -344,8 +349,12 @@
 			} else {
 				model.client.public_id(0);  // TODO_FIX
 			}
+			refreshPDF();
 		}).trigger('change');		
 
+		$('#terms, #public_notes, #invoice_number, #invoice_date, #due_date, #po_number, #discout, #currency_id').change(function() {
+			refreshPDF();
+		});
 
 		$('.country_select input.form-control').on('change', function(e) {
 			var countryId = parseInt($('input[name=country_id]').val(), 10);	
@@ -360,7 +369,7 @@
 		@endif
 		
 		$('#clientModal').on('shown.bs.modal', function () {
-			$('#name').focus();			
+			$('#first_name').focus();			
 		}).on('hidden.bs.modal', function () {
 			if (model.clientBackup) {
 				model.loadClient(model.clientBackup);
@@ -521,6 +530,7 @@
 		self.frequency_id = ko.observable('');
 		self.currency_id = ko.observable({{ Session::get(SESSION_CURRENCY, DEFAULT_CURRENCY) }});
 		self.terms = ko.observable('');		
+		self.public_notes = ko.observable('');		
 		self.po_number = ko.observable('');
 		self.invoice_date = ko.observable('');
 		self.invoice_number = ko.observable('');
@@ -548,12 +558,26 @@
 
 		self.wrapped_terms = ko.computed({
 			read: function() {
+				$('#terms').height(this.terms().split('\n').length * 36);
 				return this.terms();
 			},
 			write: function(value) {
-				value = wordWrapText(value, 250);
+				value = wordWrapText(value, 340);
 				self.terms(value);
-				$('#terms').height(value.split('\n').length * 22);
+				$('#terms').height(value.split('\n').length * 36);
+			},
+			owner: this
+		});
+
+		self.wrapped_notes = ko.computed({
+			read: function() {
+				$('#public_notes').height(this.public_notes().split('\n').length * 36);
+				return this.public_notes();
+			},
+			write: function(value) {
+				value = wordWrapText(value, 340);
+				self.public_notes(value);
+				$('#public_notes').height(value.split('\n').length * 36);
 			},
 			owner: this
 		});
@@ -584,14 +608,17 @@
 				$('#clientModal #country_id').val('');
 			}
 			
-			$('#nameError').css( "display", "none" );			
+			$('#emailError').css( "display", "none" );			
 			$('#clientModal').modal('show');			
 		}
 
 		self.clientFormComplete = function() {
+			var email = $('#email').val();
+			var firstName = $('#first_name').val();
+			var lastName = $('#last_name').val();
 			var name = $('#name').val();
-			if (!name) {
+			if (!email || !isValidEmailAddress(email)) {
-				if (!name) $('#nameError').css( "display", "inline" );
+				$('#emailError').css( "display", "inline" );
 				return;
 			}
 
@@ -599,10 +626,19 @@
 			if (self.client.public_id() == 0) {
 				self.client.public_id(-1);
 			}
+
+			if (name) {
+				//
+			} else if (firstName || lastName) {
+				name = firstName + ' ' + lastName;
+			} else {
+				name = email;
+			}
+
 			$('.client_select input.form-control').val(name);
 			$('.client_select .combobox-container').addClass('combobox-selected');
 
-			$('#nameError').css( "display", "none" );
+			$('#emailError').css( "display", "none" );
 			$('.client_select input.form-control').focus();			
 
 			refreshPDF();
@@ -673,7 +709,7 @@
 		self.public_id = ko.observable(0);
 		self.name = ko.observable('');
 		self.work_phone = ko.observable('');
-		self.notes = ko.observable('');
+		self.private_notes = ko.observable('');
 		self.address1 = ko.observable('');
 		self.address2 = ko.observable('');
 		self.city = ko.observable('');
@@ -711,6 +747,16 @@
 			self.contacts.remove(this);			
 		}
 
+		self.placeholderName = ko.computed(function() {
+			if (self.contacts().length == 0) return;
+			var contact = self.contacts()[0];
+			if (contact.first_name() || contact.last_name()) {
+				return contact.first_name() + ' ' + contact.last_name();
+			} else {
+				return '';
+			}
+		});		
+
 		if (data) {
 			ko.mapping.fromJS(data, {}, this);
 		} else {
@@ -905,6 +951,7 @@
 	var products = {{ $products }};
 	var clients = {{ $clients }};	
 	var clientMap = {};
+	var $clientSelect = $('select#client');
 
 	for (var i=0; i<clients.length; i++) {
 		var client = clients[i];
@@ -913,9 +960,9 @@
 			contact.send_invoice = contact.is_primary;
 		}
 		clientMap[client.public_id] = client;
+		$clientSelect.append(new Option(getClientDisplayName(client), client.public_id)); 
 	}
 
-
 	window.model = new InvoiceModel();
 	@foreach ($taxRates as $taxRate)
 		model.addTaxRate({{ $taxRate }});	
@@ -932,8 +979,9 @@
 			contact.send_invoice = invitationContactIds.indexOf(contact.public_id) >= 0;
 		}
 	@else
+		model.invoice_date('{{ date('Y-m-d') }}');
 		model.invoice_number('{{ $invoiceNumber }}');
-		model.terms(wordWrapText('{{ $account->invoice_terms }}', 250));		
+		model.terms(wordWrapText('{{ $account->invoice_terms }}', 340));		
 	@endif
 	model.addItem();
 	ko.applyBindings(model);

app/views/payments/edit.blade.php

@@ -10,11 +10,14 @@
 	
 	{{ Former::open($url)->addClass('col-md-10 col-md-offset-1 main_form')->method($method)->rules(array(
 		'client' => 'required',
+		'invoice' => 'required',		
   		'amount' => 'required',		
 	)); }}
 
 	@if ($payment)
 		{{-- Former::populate($payment) --}}
+	@else
+		{{ Former::populateField('payment_date', date('Y-m-d')) }}
 	@endif
 
 	
@@ -29,10 +32,10 @@
 
 			{{ Former::select('client')->addOption('', '')->addGroupClass('client-select') }}
 			{{ Former::select('invoice')->addOption('', '')->addGroupClass('invoice-select') }}
-			{{ Former::select('currency_id')->addOption('','')->label('Currency')
-				->fromQuery($currencies, 'name', 'id')->select(Session::get(SESSION_CURRENCY, DEFAULT_CURRENCY)) }}
 			{{ Former::text('amount') }}
 			{{ Former::text('payment_date')->data_date_format(DEFAULT_DATE_PICKER_FORMAT) }}
+			{{ Former::select('currency_id')->addOption('','')->label('Currency')
+				->fromQuery($currencies, 'name', 'id')->select(Session::get(SESSION_CURRENCY, DEFAULT_CURRENCY)) }}
 
 		</div>
 		<div class="col-md-6">
@@ -53,7 +56,7 @@
 	var clients = {{ $clients }};
 	var clientMap = {};
 	var invoiceMap = {};
-
+	var invoicesForClientMap = {};
 
 	/*
 	function compareClient(a,b) {
@@ -73,23 +76,29 @@
 			var invoice = invoices[i];
 			var client = invoice.client;			
 
-			if (!invoiceMap.hasOwnProperty(client.public_id)) {
+			if (!invoicesForClientMap.hasOwnProperty(client.public_id)) {
-				invoiceMap[client.public_id] = [];				
+				invoicesForClientMap[client.public_id] = [];				
 			}
 
-			invoiceMap[client.public_id].push(invoice);
+			invoicesForClientMap[client.public_id].push(invoice);
-			clientMap[invoice.public_id] = invoice.client;						
+			invoiceMap[invoice.public_id] = invoice;
+			//clientMap[invoice.public_id] = invoice.client;
+		}
+
+		for (var i=0; i<clients.length; i++) {
+			var client = clients[i];
+			clientMap[client.public_id] = client;
 		}
 
 		//clients.sort(compareClient);
 		$input.append(new Option('', ''));	
 		for (var i=0; i<clients.length; i++) {
 			var client = clients[i];
-			$input.append(new Option(client.name, client.public_id));
+			$input.append(new Option(getClientDisplayName(client), client.public_id));
 		}	
 
-		@if ($client)
+		@if ($clientPublicId)
-			$('select#client').val({{ $client->public_id }});
+			$('select#client').val({{ $clientPublicId }});
 		@endif		
 		
 		$input.combobox();
@@ -97,7 +106,8 @@
 			console.log('client change');
 			var clientId = $('input[name=client]').val();
 			var invoiceId = $('input[name=invoice]').val();						
-			if (clientMap.hasOwnProperty(invoiceId) && clientMap[invoiceId].public_id == clientId) {
+			var invoice = invoiceMap[invoiceId];
+			if (invoice && invoice.client.public_id == clientId) {
 				console.log('values the same:' + $('select#client').prop('selected'))
 				e.preventDefault();
 				return;
@@ -106,10 +116,11 @@
 			$invoiceCombobox = $('select#invoice');
 			$invoiceCombobox.find('option').remove().end().combobox('refresh');			
 			$invoiceCombobox.append(new Option('', ''));
-			var list = clientId ? (invoiceMap.hasOwnProperty(clientId) ? invoiceMap[clientId] : []) : invoices;
+			var list = clientId ? (invoicesForClientMap.hasOwnProperty(clientId) ? invoicesForClientMap[clientId] : []) : invoices;
 			for (var i=0; i<list.length; i++) {
 				var invoice = list[i];
-				$invoiceCombobox.append(new Option(invoice.invoice_number + ' - ' + invoice.client.name,  invoice.public_id));
+				var client = clientMap[invoice.client.public_id];
+				$invoiceCombobox.append(new Option(invoice.invoice_number + ' - ' + getClientDisplayName(client),  invoice.public_id));
 			}
 			$('select#invoice').combobox('refresh');
 		}).trigger('change');
@@ -118,8 +129,9 @@
 			$clientCombobox = $('select#client');
 			var invoiceId = $('input[name=invoice]').val();						
 			if (invoiceId) {
-				var client = clientMap[invoiceId];
+				var invoice = invoiceMap[invoiceId];				
-				setComboboxValue($('.client-select'), client.public_id, client.name);
+				var client = clientMap[invoice.client.public_id];
+				setComboboxValue($('.client-select'), client.public_id, getClientDisplayName(client));
 			}
 		});
 		$input.combobox();

public/js/script.js

@@ -9,6 +9,7 @@ function generatePDF(invoice) {
 	var headerLeft = 360;
 	var headerRight = 540;
 	var rowHeight = 15;
+	var tableRowHeight = 20;
 	var footerLeft = 420;
 
 	var tableTop = 240;
@@ -20,16 +21,15 @@ function generatePDF(invoice) {
 	var lineTotalRight = 540;
 	
 
-	var hasTaxes = true;
+	var hasTaxes = false;
 	for (var i=0; i<invoice.invoice_items.length; i++) 
 	{
 		var item = invoice.invoice_items[i];		
-		if (item.tax_rate > 0) {
+		if (item.tax && item.tax.rate > 0) {
 			hasTaxes = true;
 			break;
 		}
 	}	
-
 	if (hasTaxes)
 	{
 		descriptionLeft -= 20;
@@ -66,7 +66,7 @@ function generatePDF(invoice) {
 	doc.setFontType("normal");
 	if (invoice.client) {
 		var y = headerTop;
-		doc.text(marginLeft, y, invoice.client.name);
+		doc.text(marginLeft, y, getClientDisplayName(invoice.client));
 		y += rowHeight;
 		doc.text(marginLeft, y, invoice.client.address1);
 		if (invoice.client.address2) {
@@ -126,6 +126,7 @@ function generatePDF(invoice) {
 	var line = 1;
 	var total = 0;
 	var shownItem = false;
+	doc.setDrawColor(220,220,220);
 
 	for (var i=0; i<invoice.invoice_items.length; i++) {
 		var item = invoice.invoice_items[i];
@@ -158,7 +159,8 @@ function generatePDF(invoice) {
 		var qtyX = qtyRight - (doc.getStringUnitWidth(qty) * doc.internal.getFontSize());
 		var taxX = taxRight - (doc.getStringUnitWidth(tax) * doc.internal.getFontSize());
 		var totalX = lineTotalRight - (doc.getStringUnitWidth(lineTotal) * doc.internal.getFontSize());
-		var x = tableTop + (line * rowHeight) + 6;
+		var x = tableTop + (line * tableRowHeight) + 6;
+		if (i==0) x -= 4;
 
 		doc.text(tableLeft, x, productKey);
 		doc.text(descriptionLeft, x, notes);
@@ -171,14 +173,21 @@ function generatePDF(invoice) {
 		}
 
 		line += doc.splitTextToSize(item.notes, 200).length;
+
+		if (i < invoice.invoice_items.length - 2) {
+			doc.lines([[0,0],[headerRight-tableLeft+5,0]],tableLeft - 8, tableTop + (line * tableRowHeight) - 8);
+		}
+
 	}
 	
 	/* table footer */
-	var x = tableTop + (line * rowHeight);
+	doc.setDrawColor(200,200,200);
+	var x = tableTop + (line * tableRowHeight);
 	doc.lines([[0,0],[headerRight-tableLeft+5,0]],tableLeft - 8, x);
 
 
 	doc.text(tableLeft, x+16, invoice.terms);
+	doc.text(tableLeft, x+16 + (doc.splitTextToSize(invoice.terms, 340).length * rowHeight), invoice.public_notes);
 
 	x += 16;
 	doc.text(footerLeft, x, 'Subtotal');
@@ -205,7 +214,7 @@ function generatePDF(invoice) {
 
 	x += 16;
 	doc.setFontType("bold");
-	doc.text(footerLeft, x, 'Total');
+	doc.text(footerLeft, x, 'Balance Due');
 	
 	var total = formatMoney(total, currencyId);
 	var totalX = headerRight - (doc.getStringUnitWidth(total) * doc.internal.getFontSize());
@@ -652,12 +661,33 @@ function wordWrapText(value, width)
         while (j++ < lines[i].length) {
             if (lines[i].charAt(j) === " ") space = j;
         }
-        lines[i + 1] = lines[i].substring(space + 1) + (lines[i + 1] || "");
+        lines[i + 1] = lines[i].substring(space + 1) + ' ' + (lines[i + 1] || "");
         lines[i] = lines[i].substring(0, space);
     }
     
-    return lines.slice(0, 6).join("\n");
+    var newValue = (lines.join("\n")).trim();
+
+    if (value == newValue) {
+    	return newValue;
+    } else {
+    	return wordWrapText(newValue, width);
     }
+}
+
+
+
+function getClientDisplayName(client)
+{
+	var contact = client.contacts[0];
+	if (client.name) {
+		return client.name;
+	} else if (contact.first_name || contact.last_name) {
+		return contact.first_name + ' ' + contact.last_name;
+	} else {
+		return contact.email;
+	}
+}
+
 
 var CONSTS = {};
 CONSTS.INVOICE_STATUS_DRAFT = 1;