Files
check-printing/public/index.html
T
steve 4fb7fd209c Add deposit slip and report generation
- New Deposits tab with ledger: date, checks total, cash, deposit total, item count, status
- Slide-in deposit panel: date, currency, coin, cash back, dynamic check entry rows, live totals
- Save deposit, then generate Deposit Slip or Deposit Report PDF
- Deposit slip: 3.375" x 8.5" portrait with Style A background drawn server-side,
  digit-column amounts, GnuMICR routing/account line rotated 90 deg, rotated
  deposit total and check count in left margin
- Deposit report: plain Courier ledger with depositor/bank info, check grid, totals
- deposits and deposit_items tables in schema; ON DELETE CASCADE for items
- Routes: GET/POST/PUT/DELETE /api/deposits, POST /api/deposit-pdf
- Generating a slip marks deposit as printed; date range and status filters
- README updated to describe deposit slip feature
2026-03-13 08:43:34 -06:00

461 lines
18 KiB
HTML
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>ezcheck</title>
<link rel="stylesheet" href="/css/style.css">
</head>
<body>
<header>
<div class="header-left">
<span class="header-brand" id="company-name">ezcheck</span>
<select id="account-switcher" class="account-switcher" title="Switch account"></select>
<button id="btn-account-settings" class="btn-header-icon" title="Account settings"></button>
</div>
<span class="header-info">Next check: <strong id="current-check-no"></strong></span>
</header>
<!-- View nav tabs -->
<nav class="view-nav">
<button class="view-tab active" data-view="checks">Checks</button>
<button class="view-tab" data-view="deposits">Deposits</button>
</nav>
<!-- Checks view -->
<div id="view-checks" class="view-pane">
<div class="toolbar">
<div class="toolbar-left">
<input type="search" id="filter-payee" placeholder="Search payee…" style="width:160px">
<input type="date" id="filter-date-from" title="From date">
<span style="color:var(--text-muted)"></span>
<input type="date" id="filter-date-to" title="To date">
<select id="filter-status">
<option value="" selected>All</option>
<option value="0">Unprinted</option>
<option value="1">Printed</option>
</select>
</div>
<div class="toolbar-right">
<button id="btn-generate-pdf" class="btn-primary" disabled>
Generate PDF <span id="selected-count" class="badge">0</span>
</button>
<button id="btn-new-check" class="btn-secondary">+ New Check</button>
<button id="btn-import" class="btn-secondary">Import .mdb</button>
</div>
</div>
<div class="table-wrap">
<table id="checks-table">
<thead>
<tr>
<th class="col-select"></th>
<th class="col-no sortable" data-col="check_no"># <span class="sort-indicator"></span></th>
<th class="col-date sortable" data-col="check_date">Date <span class="sort-indicator"></span></th>
<th class="col-payee sortable" data-col="payee">Payee <span class="sort-indicator"></span></th>
<th class="col-amount sortable" data-col="amount">Amount <span class="sort-indicator"></span></th>
<th class="col-memo">Memo</th>
<th class="col-status">Status</th>
<th class="col-actions"></th>
</tr>
</thead>
<tbody id="checks-tbody">
<tr class="loading-row"><td colspan="8">Loading…</td></tr>
</tbody>
</table>
</div>
</div><!-- /view-checks -->
<!-- Deposits view -->
<div id="view-deposits" class="view-pane" hidden>
<div class="toolbar">
<div class="toolbar-left">
<input type="date" id="dep-filter-from" title="From date">
<span style="color:var(--text-muted)"></span>
<input type="date" id="dep-filter-to" title="To date">
<select id="dep-filter-status">
<option value="" selected>All</option>
<option value="0">Unprinted</option>
<option value="1">Printed</option>
</select>
</div>
<div class="toolbar-right">
<button id="btn-new-deposit" class="btn-secondary">+ New Deposit</button>
</div>
</div>
<div class="table-wrap">
<table id="deposits-table">
<thead>
<tr>
<th class="col-date">Date</th>
<th class="col-amount" style="text-align:right">Checks Total</th>
<th class="col-amount" style="text-align:right">Cash</th>
<th class="col-amount" style="text-align:right">Cash Back</th>
<th class="col-amount" style="text-align:right">Deposit Total</th>
<th style="width:50px;text-align:center">Items</th>
<th class="col-status">Status</th>
<th class="col-actions"></th>
</tr>
</thead>
<tbody id="deposits-tbody">
<tr class="loading-row"><td colspan="8">Loading…</td></tr>
</tbody>
</table>
</div>
</div><!-- /view-deposits -->
<!-- Slide-in panel -->
<div id="panel-overlay"></div>
<aside id="check-panel">
<div class="panel-header">
<h2 id="panel-title">New Check</h2>
<button id="btn-close-panel" class="btn-icon" title="Close">×</button>
</div>
<form id="check-form" novalidate>
<div class="form-group required">
<label for="f-payee">Payee</label>
<input type="text" id="f-payee" name="payee" required autocomplete="off">
</div>
<div class="form-row">
<div class="form-group required">
<label for="f-amount">Amount ($)</label>
<input type="number" id="f-amount" name="amount" required min="0.01" step="0.01" placeholder="0.00">
</div>
<div class="form-group required">
<label for="f-date">Date</label>
<input type="date" id="f-date" name="check_date" required>
</div>
</div>
<div class="form-group">
<label for="f-memo">Memo</label>
<input type="text" id="f-memo" name="memo">
</div>
<div class="form-row">
<div class="form-group">
<label for="f-note1">Note 1</label>
<input type="text" id="f-note1" name="note1">
</div>
<div class="form-group">
<label for="f-note2">Note 2</label>
<input type="text" id="f-note2" name="note2">
</div>
</div>
<details class="address-section">
<summary>Payee Address</summary>
<div class="address-fields">
<div class="form-group">
<label for="f-addr1">Line 1</label>
<input type="text" id="f-addr1" name="payee_address1">
</div>
<div class="form-group">
<label for="f-addr2">Line 2</label>
<input type="text" id="f-addr2" name="payee_address2">
</div>
<div class="form-group">
<label for="f-addr3">Line 3</label>
<input type="text" id="f-addr3" name="payee_address3">
</div>
<div class="form-group">
<label for="f-addr4">Line 4</label>
<input type="text" id="f-addr4" name="payee_address4">
</div>
</div>
</details>
<div class="form-actions">
<button type="submit" class="btn-primary" id="btn-save">Save Check</button>
<button type="button" class="btn-ghost" id="btn-cancel">Cancel</button>
</div>
</form>
</aside>
<!-- Setup wizard -->
<div id="wizard-overlay" class="modal-overlay"></div>
<div id="wizard-modal" class="modal wizard-modal" role="dialog" aria-labelledby="wizard-title">
<div class="modal-header">
<h2 id="wizard-title">Account Setup</h2>
</div>
<div class="wizard-steps-indicator">
<div class="wizard-step-dot active" data-step="1"><span>1</span><label>Checkwriter</label></div>
<div class="wizard-step-line"></div>
<div class="wizard-step-dot" data-step="2"><span>2</span><label>Bank</label></div>
<div class="wizard-step-line"></div>
<div class="wizard-step-dot" data-step="3"><span>3</span><label>Account</label></div>
</div>
<div class="modal-body wizard-body">
<!-- Step 1: Checkwriter -->
<div class="wizard-step" id="wizard-step-1">
<div class="form-group required">
<label for="w-company1">Organization Name</label>
<input type="text" id="w-company1" autocomplete="organization">
</div>
<div class="form-group">
<label for="w-addr1">Address</label>
<input type="text" id="w-addr1" autocomplete="street-address">
</div>
<div class="form-row form-row-3">
<div class="form-group">
<label for="w-city">City</label>
<input type="text" id="w-city" autocomplete="address-level2">
</div>
<div class="form-group form-group-sm">
<label for="w-state">State</label>
<input type="text" id="w-state" maxlength="2" autocomplete="address-level1" placeholder="MT">
</div>
<div class="form-group form-group-sm">
<label for="w-zip">ZIP</label>
<input type="text" id="w-zip" maxlength="10" autocomplete="postal-code">
</div>
</div>
<div class="form-group">
<label for="w-contact">Phone / Website / Email</label>
<input type="text" id="w-contact" placeholder="e.g. 406-555-0100">
</div>
</div>
<!-- Step 2: Bank -->
<div class="wizard-step" id="wizard-step-2" hidden>
<div class="form-group required">
<label for="w-bank-name">Bank Name</label>
<input type="text" id="w-bank-name">
</div>
<div class="form-group">
<label for="w-bank-addr">Bank Address</label>
<input type="text" id="w-bank-addr">
</div>
<div class="form-group">
<label for="w-transit">Transit Code</label>
<input type="text" id="w-transit" placeholder="e.g. 092900383">
</div>
<div class="form-group">
<label for="w-bank-contact">Phone / Website</label>
<input type="text" id="w-bank-contact">
</div>
</div>
<!-- Step 3: Account -->
<div class="wizard-step" id="wizard-step-3" hidden>
<div class="form-group required">
<label for="w-routing">Routing Number</label>
<input type="text" id="w-routing" inputmode="numeric" maxlength="9">
</div>
<div class="form-group required">
<label for="w-account">Account Number</label>
<input type="text" id="w-account" inputmode="numeric">
</div>
<div class="form-group required">
<label for="w-start-check">Starting Check Number</label>
<input type="number" id="w-start-check" min="1" step="1" value="1001">
</div>
<div class="form-group">
<label for="w-logo">Logo (optional)</label>
<input type="file" id="w-logo" accept="image/*">
<span class="field-hint">Printed top-left of each check. PNG or GIF recommended.</span>
</div>
</div>
<div id="wizard-error" class="wizard-error" hidden></div>
</div>
<div class="modal-footer wizard-footer">
<button id="btn-wizard-prev" class="btn-secondary" hidden>← Back</button>
<button id="btn-wizard-next" class="btn-primary">Next →</button>
<button id="btn-wizard-finish" class="btn-primary" hidden>Save &amp; Start</button>
<button id="btn-wizard-skip" class="btn-ghost">Use Import instead</button>
</div>
</div>
<!-- Import modal -->
<div id="import-modal-overlay" class="modal-overlay"></div>
<div id="import-modal" class="modal" role="dialog" aria-labelledby="import-modal-title">
<div class="modal-header">
<h2 id="import-modal-title">Import from .mdb</h2>
<button id="btn-close-import" class="btn-icon" title="Close">×</button>
</div>
<div class="modal-body">
<p class="modal-desc">Select an ezCheckPrinting <code>.mdb</code> file to import account settings, check layout, and check history. This will replace existing data.</p>
<div class="form-group">
<label for="import-file">File</label>
<input type="file" id="import-file" accept=".mdb">
</div>
<div id="import-log" class="import-log" hidden></div>
</div>
<div class="modal-footer">
<button id="btn-run-import" class="btn-primary">Import</button>
<button id="btn-cancel-import" class="btn-ghost">Cancel</button>
</div>
</div>
<!-- Account settings modal -->
<div id="acct-settings-overlay" class="modal-overlay"></div>
<div id="acct-settings-modal" class="modal" role="dialog" aria-labelledby="acct-settings-title">
<div class="modal-header">
<h2 id="acct-settings-title">Account Settings</h2>
<button id="btn-close-acct-settings" class="btn-icon" title="Close">×</button>
</div>
<div class="modal-body">
<form id="acct-settings-form" novalidate>
<p class="settings-section-label">Organization</p>
<div class="form-group required">
<label for="as-company1">Name</label>
<input type="text" id="as-company1" name="company1">
</div>
<div class="form-group">
<label for="as-company2">Address</label>
<input type="text" id="as-company2" name="company2">
</div>
<div class="form-group">
<label for="as-company3">City / State / ZIP</label>
<input type="text" id="as-company3" name="company3">
</div>
<div class="form-group">
<label for="as-company4">Phone / Web / Email</label>
<input type="text" id="as-company4" name="company4">
</div>
<p class="settings-section-label">Bank</p>
<div class="form-group">
<label for="as-bank-name">Bank Name</label>
<input type="text" id="as-bank-name" name="bank_name">
</div>
<div class="form-group">
<label for="as-bank-info1">Bank Address</label>
<input type="text" id="as-bank-info1" name="bank_info1">
</div>
<div class="form-group">
<label for="as-bank-info2">Bank Phone / Web</label>
<input type="text" id="as-bank-info2" name="bank_info2">
</div>
<div class="form-group">
<label for="as-transit">Transit Code</label>
<input type="text" id="as-transit" name="transit_code">
</div>
<p class="settings-section-label">Account</p>
<div class="form-row">
<div class="form-group required">
<label for="as-routing">Routing Number</label>
<input type="text" id="as-routing" name="routing_number" inputmode="numeric" maxlength="9">
</div>
<div class="form-group required">
<label for="as-account">Account Number</label>
<input type="text" id="as-account" name="account_number" inputmode="numeric">
</div>
</div>
<p class="settings-section-label">Logo</p>
<div class="form-group">
<label for="as-logo">Upload new logo</label>
<input type="file" id="as-logo" accept="image/*">
<span class="field-hint">Replaces existing logo. PNG or GIF recommended.</span>
</div>
<div id="as-logo-preview" class="logo-preview" hidden></div>
<p class="settings-section-label">Printer Offset <span class="field-hint">(inches — adjust if checks print misaligned)</span></p>
<div class="form-row form-row-4">
<div class="form-group">
<label for="as-off-left">Left</label>
<input type="number" id="as-off-left" name="offset_left" step="0.01" placeholder="0">
</div>
<div class="form-group">
<label for="as-off-right">Right</label>
<input type="number" id="as-off-right" name="offset_right" step="0.01" placeholder="0">
</div>
<div class="form-group">
<label for="as-off-up">Up</label>
<input type="number" id="as-off-up" name="offset_up" step="0.01" placeholder="0">
</div>
<div class="form-group">
<label for="as-off-down">Down</label>
<input type="number" id="as-off-down" name="offset_down" step="0.01" placeholder="0">
</div>
</div>
<div id="acct-settings-error" class="wizard-error" hidden></div>
</form>
</div>
<div class="modal-footer">
<button id="btn-save-acct-settings" class="btn-primary">Save Changes</button>
<button id="btn-cancel-acct-settings" class="btn-ghost">Cancel</button>
</div>
</div>
<!-- Deposit slide-in panel -->
<div id="dep-panel-overlay"></div>
<aside id="deposit-panel">
<div class="panel-header">
<h2 id="dep-panel-title">New Deposit</h2>
<button id="btn-close-dep-panel" class="btn-icon" title="Close">×</button>
</div>
<div id="deposit-panel-body">
<!-- Top section: date + cash fields -->
<div class="dep-summary">
<div class="form-row">
<div class="form-group required">
<label for="dep-date">Deposit Date</label>
<input type="date" id="dep-date">
</div>
<div class="form-group">
<label for="dep-currency">Currency ($)</label>
<input type="number" id="dep-currency" min="0" step="0.01" placeholder="0.00">
</div>
</div>
<div class="form-row">
<div class="form-group">
<label for="dep-coin">Coin ($)</label>
<input type="number" id="dep-coin" min="0" step="0.01" placeholder="0.00">
</div>
<div class="form-group">
<label for="dep-cashback">Cash Back ($)</label>
<input type="number" id="dep-cashback" min="0" step="0.01" placeholder="0.00">
</div>
</div>
<div class="dep-totals">
<div class="dep-total-row"><span>Cash Total</span><span id="dep-cash-total">$0.00</span></div>
<div class="dep-total-row"><span>Checks Total</span><span id="dep-checks-total">$0.00</span></div>
<div class="dep-total-row"><span>Subtotal</span><span id="dep-subtotal">$0.00</span></div>
<div class="dep-total-row"><span>Cash Back</span><span id="dep-cashback-display">$0.00</span></div>
<div class="dep-total-row dep-total-grand"><span>Deposit Total</span><span id="dep-grand-total">$0.00</span></div>
</div>
</div>
<!-- Check items grid -->
<div class="dep-checks-section">
<div class="dep-checks-header">
<span>Checks</span>
<button type="button" id="btn-add-dep-item" class="btn-sm btn-secondary">+ Add Row</button>
</div>
<table class="dep-items-table">
<thead>
<tr>
<th>Check #</th>
<th>Payee</th>
<th>Memo</th>
<th style="text-align:right">Amount</th>
<th></th>
</tr>
</thead>
<tbody id="dep-items-tbody"></tbody>
</table>
</div>
<div id="dep-panel-error" class="wizard-error" hidden></div>
<div class="form-actions dep-form-actions">
<div class="dep-pdf-btns">
<button type="button" id="btn-dep-slip" class="btn-secondary" disabled>Deposit Slip</button>
<button type="button" id="btn-dep-report" class="btn-secondary" disabled>Report</button>
</div>
<div>
<button type="button" id="btn-save-deposit" class="btn-primary">Save Deposit</button>
<button type="button" id="btn-cancel-deposit" class="btn-ghost">Cancel</button>
</div>
</div>
</div>
</aside>
<script src="/js/app.js"></script>
</body>
</html>