hcuACHBatch.prg

<?php
  /*
   * File: hcuACHBatch.prg
   *
   * Purpose:  To let the user do ACH batch operations - payments and collections.
   *
   * Steps:
   * 1) Show the template management screen. Can start new ACH operation or create/edit
   *    a template.
   * 2) User can manage the ACH Partners in the template and choose which are in the batch.
   * 3) Fill in amounts and addenda for partners in batch.
   * 4) Specify the local account for the payment or collection.
   * 5) Submit
   *
   * Example tmpl_meta: {"type":"PPD","total":"0.00","last_proc":"","last_edit":"2016-12-16","count":"2"}
   * Example tmpl_data: [{"partner":"1","notify":"1","amount":"3.45","addenda":"Parking reimburse"},
   *                     {"partner":"2","notify":"1","amount":"7.77","addenda":"Ticket to heaven"}]

   * NOTES:
   * 1. Any changes to the partner information will be sent to the server as it occurs - add partner,
   *    update address, update dfi, remove from batch.
   * 2. The user has the choice of updating the template partner list on the page with the amounts. This
   *    means the JSON list in the template gets updated with what was in the actual batch.
   * 3. Adding a parter through the batch interface will put that partner into the template as well as save
   *    in the ach partner file.
   * 4. The PartnerType flag will be used as a casual filter that the user can use to shorten the list.
   */
  require_once(dirname(__FILE__) . '/../library/permissions.i');
  require_once(dirname(__FILE__) . '/../library/hcuACH.i');


  // ** SET SCRIPT LEVEL VARIABLES
  $serviceShowInfo = true;
  $serviceLoadMenu = true;
  $serviceShowMenu = true;

  // ** INCLUDE MAIN GLOBAL SCRIPT -- Handles security / global variable values
  require_once(dirname(__FILE__) . '/../library/hcuService.i');
//Implement the Partner Type feature: Kendo multi-select, casual filter, default to something, manage partner_type in table
  // ** INSERT BUSINESS LOGIC FOR THIS FORM
  try {
    $Cu = $HB_ENV["Cu"];
    $Cn = $HB_ENV["Cn"];
    $chome = $HB_ENV["chome"];
    $Flang = $HB_ENV["Flang"];

    // get initial variables
    $inputVars = array();
    $varOk = array(
      "ach_feature" => array('filter' => FILTER_SANITIZE_STRING)
    );

    HCU_ImportVars($inputVars, "", $varOk);

    $ach_feature = isset($inputVars['ach_feature']) && strlen( trim( $inputVars['ach_feature'] ) ) ? trim( $inputVars['ach_feature'] ) : "choose_single_payment";

    // redirect if the action is for something other than what this file can handle
    if ( $ach_feature == "choose_single_collection" ||
         $ach_feature == "choose_single_payment" ) {
      header("Location: {$HB_ENV["homebankingpath"]}/hcuACHSingle.prg?{$HB_ENV["cuquery"]}&ach_feature=$ach_feature");
      exit;
    }

    // ** INCLUDE PRE CONTENT SCRIPT
    require_once(dirname(__FILE__) . '/../includes/hcuPreContent.i');

    // ** Verify the feature is enabled for the Credit Union.
    $achEnabled = Check_ACHEnabled( $dbh, $HB_ENV );
    if ( $achEnabled === false ) {
      // * Feature NOT set
      throw new Exception( HCU_JsonEncode( $MC->msg('Option not set', HCU_DISPLAY_AS_HTML) ), 915 );
    }

    // set the initial type based on what the activity is
    if ( $ach_feature == "choose_batch_payment" ) {
      $initialPartnerType = "e";
      $batchActivity = $MC->msg("ACH Payment Template Info", HCU_DISPLAY_AS_HTML);
      $achAction = "submit_batch_payment";
      $featureCode = FEATURE_ACH_PAYMENTS;
      // get the templates
      $templateAction = "read_templates";
      // type of account
      $accountTypeWords = $MC->msg("ACH From Account", HCU_DISPLAY_AS_HTML);
      $dfiAccountWords = $MC->msg("ACH Deposit Account", HCU_DISPLAY_AS_HTML);      // remote deposit account
      $batchButton = "choose_single_payment";
      $pageTitle = $MC->msg("ACH Payment Title", HCU_DISPLAY_AS_HTML);
      $progressStep3 = $MC->msg("ACH Payment", HCU_DISPLAY_AS_HTML);
    } else if ( $ach_feature == "choose_batch_collection" ) {
      $initialPartnerType = "r";
      $batchActivity = $MC->msg("ACH Collection Template Info", HCU_DISPLAY_AS_HTML);
      $achAction = "submit_batch_collection";
      $featureCode = FEATURE_ACH_COLLECTIONS;
      // get the templates
      $templateAction = "read_templates";
      // type of account
      $accountTypeWords = $MC->msg("ACH To Account", HCU_DISPLAY_AS_HTML);
      $dfiAccountWords = $MC->msg("ACH Withdrawl Account", HCU_DISPLAY_AS_HTML);      // remote withdrawl account
      $batchButton = "choose_single_collection";
      $pageTitle = $MC->msg("ACH Collection Title", HCU_DISPLAY_AS_HTML);
      $progressStep3 = $MC->msg("ACH Collection", HCU_DISPLAY_AS_HTML);
    } else {
      // unassigned
      $initialPartnerType = "";
      $batchActivity = $MC->msg("Unknown", HCU_DISPLAY_AS_HTML);
      $achAction = "unknown";
      $featureCode = "unknown";
      $templateAction = "unknown";
      $batchButton = "choose_single_payment";
    }

    // these are the same for either payments or collections
    $progressStep1 = $MC->msg("ACH Template", HCU_DISPLAY_AS_HTML);
    $progressStep2 = $MC->msg("Edit", HCU_DISPLAY_AS_HTML);
    $progressStep4 = $MC->msg("ACH Account", HCU_DISPLAY_AS_HTML);

    // ** Verify the user can access this feature.
    $permissionInputs = array( "feature" => $featureCode );
    $accessRights = Perm_AccessRights( $dbh, $HB_ENV, $permissionInputs );

    if ( !$accessRights["create"] ) {
      // * Rights NOT set
      throw new Exception( HCU_JsonEncode( $MC->msg('Rights not set', HCU_DISPLAY_AS_HTML) ), 915 );
    }

    // get some allowed amounts for client-side validation
    $limits = Perm_GetValidationLimits( $dbh, $HB_ENV, $permissionInputs );

    if ( $limits === false || !isset( $limits["amount_per_transaction"] ) ) {
      // error occurred - assume count of zero
      $allowedAmount = 0;
    } else {
      $allowedAmount = intval( $limits["amount_per_transaction"] );
    }

    $Fset = $HB_ENV["Fset"];

    // ** Retrieve the Terms of Use for ACH Transactions
    $noticesAry = Get_NoticeInfo($dbh, $HB_ENV, $MC, "D", "achNotice", true);

    $hasNoticeACH = false;
    $hasNoticePopupACH = false;
    $noticeURLACH = "";
    $noticeLinkDisplayACH = "";

    if ( $noticesAry["status"]["code"] == "000" && HCU_array_key_exists('0', $noticesAry['notice'])) {
      if ( $noticesAry["notice"][0]["notice_id"] ) {
        $hasNoticeACH = true;
        $noticeOption = $noticesAry['notice'][0];

        $noticeOptions = Array (
              'docsid'      => $noticeOption['notice_id'],
              'docstype'    => $noticeOption['notice_type'],
              'device'      => 'D',
              'noticeOnly'  => '0',
              'expireTime'  => mktime() + 86400
          );

        $encryptedDocDetails= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        $noticeOptions['noticeOnly'] = 1;

        $encryptedDocDetailsNoticeOnly= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        // build the url encoded string
        // * For the popup terms
        $noticeURLACH = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetails);

        // * For the regular Button
        $noticeURLNoticeOnly = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetailsNoticeOnly);

        // see if there is a popup notice
        $hasNoticePopupACH = $noticeOption["notice_popup"] ? true : false;

        $noticeButtonText = $noticeOption["notice_linkdisplay"];
      }
    }

    // ** Retrieve the Terms of Use for ACH Transcations
    $noticesAry = Get_NoticeInfo($dbh, $HB_ENV, $MC, "D", "achTerms", true);

    $hasTermsACH = false;
    $hasTermsPopupACH = false;
    $termsURLACH = "";
    $termsLinkDisplayACH = "";

    if ( $noticesAry["status"]["code"] == "000" && HCU_array_key_exists('0', $noticesAry['notice'])) {
      if ( $noticesAry["notice"][0]["notice_id"] ) {
        $hasTermsACH = true;
        $noticeOption = $noticesAry['notice'][0];

        $noticeOptions = Array (
              'docsid'      => $noticeOption['notice_id'],
              'docstype'    => $noticeOption['notice_type'],
              'device'      => 'D',
              'noticeOnly'  => '0',
              'expireTime'  => mktime() + 86400
          );

        $encryptedDocDetails= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        $noticeOptions['noticeOnly'] = 1;

        $encryptedDocDetailsNoticeOnly= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        // build the url encoded string
        // * For the popup terms
        $termsURLACH = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetails);

        // * For the regular Button
        $termsURLNoticeOnly = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetailsNoticeOnly);

        // see if there is a popup notice
        $hasTermsPopupACH = $noticeOption["notice_popup"] ? true : false;

        $termsButtonText = $noticeOption["notice_linkdisplay"];
      }
    }

    // ** Retrieve the notice for ACH Batch
    $noticesAry = Get_NoticeInfo($dbh, $HB_ENV, $MC, "D", "achUploadCSV", true);

    $hasNoticeCSV = false;
    $hasNoticePopupCSV = false;
    $noticeURLCSV = "";
    $noticeLinkDisplayCSV = "";
    $noticeURLNoticeOnlyCSV = "";

    if ( $noticesAry["status"]["code"] == "000" && HCU_array_key_exists('0', $noticesAry['notice'])) {
      if ($noticesAry["notice"][0]["notice_id"] ) {
        $hasNoticeCSV = true;
        $noticeLinkDisplayCSV = $noticesAry["notice"][0]["notice_linkdisplay"];

        $noticeOption = $noticesAry['notice'][0];

        $noticeOptions = Array (
              'docsid'      => $noticeOption['notice_id'],
              'docstype'    => $noticeOption['notice_type'],
              'device'      => 'D',
              'noticeOnly'  => '0',
              'expireTime'  => mktime() + 86400
          );

        $encryptedDocDetails= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        $noticeOptions['noticeOnly'] = 1;

        $encryptedDocDetailsNoticeOnly= HCU_PayloadEncode($HB_ENV['Cu'], $noticeOptions);

        // build the url encoded string
        // * For the popup terms
        $noticeURLCSV = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetails);

        // * For the regular Button
        $noticeURLNoticeOnlyCSV = $HB_ENV['homebankingpath'] . '/hcuViewNotice.prg?cu=' . $HB_ENV['cu'] . '&x=' . urlencode($encryptedDocDetailsNoticeOnly);

        // see if there is a popup notice
        $hasNoticePopupCSV = $noticeOption["notice_popup"] ? true : false;
      }
    }

      // include common functions

    /********* functions ************/
    /********* end functions ********/

    /*
     * ** START ACH CONTENT
     */

    // get the initial effective date, which may be in the future, based on the time
    $initialEffDate = ACH_GetEffectiveDate( $HB_ENV );

    // External transfers have a cutoff time, the user
    // must be notified that the transaction will process
    // the next business day if the current time is after 
    // the cutoff.
    $achCutoffMessageString = ACH_GetCutoffTimeMessage($HB_ENV);

    // get company information, this includes the company/group nameand tax id
    // check if tax id is set up, if no tax id issetup the user is not able to
    // make ach commercial transactions.
    $companyData = ACH_GetCompanyData($HB_ENV);
    if (HCU_array_key_exists("tax_id", $companyData)) {
      if ($companyData['tax_id'] == null || trim($companyData['tax_id']) == "") {
        throw new Exception( HCU_JsonEncode( $MC->msg('ACH Tax ID Error', HCU_DISPLAY_AS_HTML) ), 915 );
      }
    }

    // list the account types for remote account (for ach) - used in dropdown list
    $accountTypes = array(
      array( "type" => ACCOUNT_TYPE_CHECKING, "display" => $MC->msg("ACH Checking", HCU_DISPLAY_AS_HTML) ),
                           array( "type" => ACCOUNT_TYPE_SAVINGS, "display" => $MC->msg("ACH Savings", HCU_DISPLAY_AS_HTML) )
                         );

    // list the partner types for different ACH partners
    $partnerTypes = array( array( "type" => ACH_PARTNER_TYPE_PAYEE, "display" => $MC->msg("ACH Payee", HCU_DISPLAY_AS_HTML) ),
                           array( "type" => ACH_PARTNER_TYPE_PAYOR, "display" => $MC->msg("ACH Payor", HCU_DISPLAY_AS_HTML) ),
                           array( "type" => ACH_PARTNER_TYPE_PAYROLL, "display" => $MC->msg("ACH Payroll", HCU_DISPLAY_AS_HTML) ),
                           array( "type" => ACH_PARTNER_TYPE_UNASSIGNED, "display" => $MC->msg("ACH Unassigned", HCU_DISPLAY_AS_HTML) )
                         );
    PrintPartnerEditor($HB_ENV);
  ?>
  <div class="col-xs-12" style='font-size:12px;'>
    <div id="hcuAchTables" class="k-content" style="max-width:700px;"></div>
  </div>
  <?php

    if ( $ach_feature == "choose_batch_payment" ||
         $ach_feature == "choose_batch_collection" ) {
  ?>
  <script >
  var windowStack = [];
  var viewModel;
  var dsACHHelper;
  var achAccountTypes = <?php echo HCU_JsonEncode( $accountTypes ); ?>;
  var achCurrentList = [];
  var achPartnerTypes = <?php echo HCU_JsonEncode( $partnerTypes ); ?>;
  var achTemplateList = [];
  var achPartnerList = [];
  var achAllAccounts = [];  // hold all accounts (to get sub-accounts for accounts)
  var achAcctsList = [];    // unique list of accounts
  var achSubAccounts = [];  // build dynamically
  var achStateList = <?php echo HCU_JsonEncode( GetStateList() ); ?>;
  var editTemplateModel;
  var deleteDialog;
  var editTemplateDialog;
  var discardDialog;
  var editPartnerDialog;
  var selectedTemplate = 0; // which template is currently being worked on
  var progressStep = 0;
  var achTemplatePartnerList = [];       // initialize list for partner grid
  var achBatchList = [];       // initialize list for batch grid
  var partnerDataSource;
  var partnerGrid;
  var chooserGrid;
  var removePartnerDialog;
  var batchDataSource;
  var batchGrid;
  var batchModel;
  var editPartnerModel;
  var window_stack = [];
  var templateChanged = true;         // cause templates to be re-read
  var saveStatus = false;                 // only to save status message after successful batch submission and re-reading templates
  var progressSteps;
  var infoResults;
  var uploadCSVDialog;
  var csvInfoDialog;
  var csvNotSelected = null;
  var csvNotMatched = null;
  var uploadWidget = null;

  var effDatePicker = null;
  var achFeature = <?php echo HCU_JsonEncode($ach_feature); ?>;

  // check for notices
  var terms = <?php echo HCU_JsonEncode($hasTermsACH && $hasTermsPopupACH); ?>;
  var notice = <?php echo HCU_JsonEncode($hasNoticeACH && $hasNoticePopupACH); ?>;
  // upload csv notice
  var noticeCsv = <?php echo HCU_JsonEncode($hasNoticeCSV && $hasNoticePopupCSV); ?>;

  var companyData = <?php echo HCU_JsonEncode($companyData); ?>;

  function ClearPaymentInfo() {
    viewModel.set( "achType", "" );

    viewModel.set( "achBatchTotal", 0 );
    viewModel.set( "achMemo", "" );

    viewModel.set( "achMyAcctSelected", "" );
    viewModel.set( "achSubAcctSelected", 0 );

    viewModel.set( "achEffDate", "<?php echo $initialEffDate; ?>" );
  }

  // status will be shown in the default info location
  function ShowStatus( statusMessage ) {
    $.homecuValidator.settings.formStatusField = "formStatus";
    $.homecuValidator.settings.formInfoTitle = "";
    $.homecuValidator.displayMessage(statusMessage);
  }

  //******* Functions ********
  // set up validation for this step
  function StartValidator( thisStep ) {
    if ( thisStep === 1 ) {
      // no validation on Step 1
    } else if ( thisStep === 2 ) {
      $.homecuValidator.setup( {formValidate: "achEditTemplate"} );
    } else if ( thisStep === 3 ) {
      $.homecuValidator.setup( {formValidate: "achBatchRemote"} );
    } else if ( thisStep === 4 ) {
      $.homecuValidator.setup( {formValidate: "achLocal"} );
    }

  } // end StartValidator

  // handle the validation
  // NOTE: The homecuValidator and Kendo Validator has some kind of problem with complex html;
  //        text boxes seem to work but do the rest manually.
  // NOTE: Use the validation message; need a validation message where it is used.
  function ValidateThisStep( thisStep ) {
    var otherErrors = Array();

    // see which form we are checking
    var needValidation = true;
    if ( thisStep === 1 ) {
      // don't validate this step because there are no inputs
      needValidation = false;
    } else if ( thisStep === 2 ) {

      // make sure ACH Type checked
      var test = viewModel.achType.toLowerCase();
      if ( !(test === "ppd" || test === "ccd") ) {
        otherErrors.push( "<?php echo $MC->msg("ACH Type needed", HCU_DISPLAY_AS_JS) ?>" );
      }

      // make sure at least one parter is chosen
      var atLeastOne = false;
      for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
        if ( achTemplatePartnerList[i].inBatch ) {
          atLeastOne = true;
          break;
        }
      }

      if ( !atLeastOne ) {
        otherErrors.push( "<?php echo $MC->msg("ACH Need one partner", HCU_DISPLAY_AS_JS) ?>" );
      }
    } else if ( thisStep === 3 ) {
      // nothing to validate in HTML
      needValidation = false;

      // check batch total
      var totalAmount = GetTotalBatchAmount();
      if ( totalAmount == 0 ) {
        otherErrors.push( "<?php echo $MC->msg("ACH Batch need amount", HCU_DISPLAY_AS_JS) ?>" );
      } else if ( totalAmount > <?php echo $allowedAmount ?> ) {
        otherErrors.push( '<?php echo $MC->msg('ACH Amount over allowed', HCU_DISPLAY_AS_JS); ?>' );
      }

    } else if ( thisStep === 4 ) {
      var available = viewModel.achAvailable;
      var totalAmount = GetTotalBatchAmount();
      if ( achFeature == "choose_batch_payment" ) {

        if ( totalAmount > available ) {
          otherErrors.push( "<?php echo $MC->msg("Transfer exceeds", HCU_DISPLAY_AS_JS); ?>" );
        }
      }
    }

    if (otherErrors.length > 0) {
      $.homecuValidator.homecuResetMessage = true;
      $.homecuValidator.displayMessage(otherErrors, $.homecuValidator.settings.statusError);
      $.homecuValidator.homecuValidate = false;
    } else {
      // general validation
      if ( needValidation ) {
        $.homecuValidator.homecuValidate = $.homecuValidator.validate();
      } else {
        // pretend it validated
        $.homecuValidator.homecuValidate = true;
      }
    }

    return ( $.homecuValidator.homecuValidate );
  }

  function GetTotalBatchAmount() {
    var totalAmount = 0;
    for ( var i = 0; i < achBatchList.length; i++ ) {
      var numerictextbox = $("#amount" + achBatchList[i].id).data("kendoNumericTextBox");

      if ( numerictextbox ) {
        var value = numerictextbox.value();
        if ( value === null || value === undefined || value === "" ) {
          value = 0;
        }

        // if any batch amount field is empty, return 0 to throw error.
        if ( value == 0 ) {
          return 0;
        }

        totalAmount += value;
      }
    }

    return totalAmount;
  }

  function ShowThisStep( step ) {
    if ( step === 0 || step === 1 ) {
      // initialize components
      viewModel.trigger( "reset" );
      $('#checkAllForBatch').removeAttr('checked');

      // hide the back button
      viewModel.set( "showBack", false );
      // hide the 2nd, 3rd and 4th steps
      $("#achEditTemplate").hide();
      $("#achBatchRemote").hide();
      $("#achLocal").hide();
      // show the 1st step
      $("#achTemplate").show();
      progressSteps.value( 1 );
      $("#stepName").html( "<?php echo $progressStep1; ?>" );
      // now the Next button is hidden so user clicks on a template
      $("#nextButton").hide();

      // read the templates
      GetACHTemplates( "<?php echo $templateAction ?>" );

      // clear the update flag
      viewModel.set( "achUpdateTemplate", false );

    } else if ( step === 2 ) {
      // hide the first, third, and fourth steps
      $("#achTemplate").hide();
      $("#achBatchRemote").hide();
      $("#achLocal").hide();
      // show the 2nd step
      $("#achEditTemplate").show();
      progressSteps.value( 2 );
      $("#stepName").html( "<?php echo $progressStep2; ?>" );
      // make sure back button is visible
      viewModel.set( "showBack", true );
      $("#nextButton").show();
      $("#nextButton").html("<?php echo $MC->msg("Next", HCU_DISPLAY_AS_JS) ?>");

      // make sure the partner grid is up to date
      PopulatePartnerGrid();

      // hide the csv links, just in case
      csvNotMatched = null;
      $("#csvNotMatched").hide();
      csvNotSelected = null;
      $("#csvNotSelected").hide();
    } else if ( step === 3 ) {
      // hide the first, second, and fourth steps
      $("#achTemplate").hide();
      $("#achEditTemplate").hide();
      $("#achLocal").hide();
      // show the 3rd step
      $("#achBatchRemote").show();
      progressSteps.value( 3 );
      $("#stepName").html( "<?php echo $progressStep3; ?>" );
      // make sure back button is visible
      viewModel.set( "showBack", true );
      // now the Next button is "Submit"
      $("#nextButton").html("<?php echo $MC->msg("Next", HCU_DISPLAY_AS_JS) ?>");

      PopulateBatchGrid();
    } else if ( step === 4 ) {
      // hide the first, second, and third steps
      $("#achTemplate").hide();
      $("#achEditTemplate").hide();
      $("#achBatchRemote").hide();
      // show the 4th step
      $("#achLocal").show();
      progressSteps.value( 4 );
      $("#stepName").html( "<?php echo $progressStep4; ?>" );
      // make sure back button is visible
      viewModel.set( "showBack", true );
      // now the Next button is "Submit"
      $("#nextButton").html("<?php echo $MC->msg("Submit", HCU_DISPLAY_AS_JS) ?>");
    } else {
      // do nothing
    }

    StartValidator( step );
  }

  function HandleNavClick( nextStep ) {
    // let them go back without validation
    $.homecuValidator.hideMessage();

    // don't let go forward using tabs
    if ( nextStep >= progressStep ) {
      return;
    }

    progressStep = nextStep;
    ShowThisStep( progressStep );
  }

  // make the list using the template info
  function PopulatePartnerGrid() {
    if ( selectedTemplate > 0 ) {
      var templateInfo = GetTemplateInfo( selectedTemplate );
      viewModel.set( "achTemplateName", templateInfo.templateName );

      var partnerList = templateInfo.templatePartner;
    }
  } // end PopulatePartnerGrid

  function SortBatchList(a, b){
    var aName = a.name.toLowerCase();
    var bName = b.name.toLowerCase();
    return ((aName < bName) ? -1 : ((aName > bName) ? 1 : 0));
  }

  // make the list using the selected partners
  <?php /* NOTES: The batch list is reset when the template is picked and updated when
   *        showing the batch payments page (i.e. partners added or removed). This way
   *        the edits are maintained if the user is clicking between tabs. The list of
   *        partners in the batch is dependant on what is selected in the achTemplatePartnerList.
   *        The partner information should all be updated on the server at this time.
   */ ?>
  function PopulateBatchGrid() {
    // remove any partners that might be in the batch already
    achBatchList = [];

    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].inBatch ) {
        // see if the partner is already in the batch
        var found = false;
        for ( var b = 0; b < achBatchList.length; b++ ) {
          if ( achBatchList[b].id == achTemplatePartnerList[i].partnerId ) {
            found = true;
            break;
          }
        }

        if ( !found ) {

          var newObject = {
            id: achTemplatePartnerList[i].partnerId,
            name: achTemplatePartnerList[i].partnerDisplayName,
            amount: achTemplatePartnerList[i].lastAmount,
            addenda: achTemplatePartnerList[i].lastAddenda,
            notify: (
              achTemplatePartnerList[i].partnerEmail != "" &&
              achTemplatePartnerList[i].partnerNotify
            ),
            disable: (
              achTemplatePartnerList[i].partnerEmail == ""
            )
          };
          achBatchList.push( newObject );
        }

      } else {
        // make sure not in the batch
        for ( var b = 0; b < achBatchList.length; b++ ) {
          if ( achBatchList[b].id == achTemplatePartnerList[i].partnerId ) {
            achBatchList.splice(b, 1);
            break;
          }
        }
      }
    }

    // sort the data
    achBatchList.sort( SortBatchList );

    // build the grid
    var javascriptTemplate = kendo.template($("#batchTemplate").html());
    $("#batchGrid").html(javascriptTemplate(achBatchList));

    // set up numeric textboxes
    $(".batch-amount").each( function() {
      $("#" + this.id).kendoNumericTextBox({
        min: 0.01,
        max: <?php echo $allowedAmount ?>,
        format: "c",
        decimals: 2,
        restrictDecimals: true,
        spinners: false,
        change: function(e) {
          var elementId = this.element[0].id;
          var value = this.value();

          if ( value === null || value === undefined || value === "" ) {
            value = 0;
          } else {
            this.value(0.00);
          }

          if ( $.isNumeric( value ) ) {
            var partnerId = elementId.slice( "amount".length );
            SetBatchAmount( partnerId, value );

            ShowBatchTotal();
          } else {
            this.value(0.00);
          }
        }
      });

      $("#" + this.id).focus(function() {
        var input = $(this);

        clearTimeout(input.data("selectTimeId")); //stop started time out if any

        var selectTimeId = setTimeout(function()  {
            input.select();
        }, 10);

        input.data("selectTimeId", selectTimeId);
      }).blur(function(e) {
          clearTimeout($(this).data("selectTimeId"));
      });
    });

    // update the batch total
    ShowBatchTotal();
  } // end PopulateBatchGrid

  // make the list using the partners from the CSV file
  function PopulateBatchGridUsingCSV( partnerSelectedList ) {
    // remove any partners that might be in the batch already
    achBatchList = [];

    // go through and set up the new batch list
    for ( var i = 0; i < partnerSelectedList.length; i++ ) {
      // get the display name
      displayName = "Unknown";
      for ( var p = 0; p < achPartnerList.length; p++ ) {
        if ( achPartnerList[p].id == partnerSelectedList[i].id ) {
          displayName = achPartnerList[p].display_name;
          break;
        }
      }

      var newObject = {
        id: partnerSelectedList[i].id,
          name: displayName,
          amount: partnerSelectedList[i].amount,
          addenda: partnerSelectedList[i].addenda,
          notify: (
            achTemplatePartnerList[i].partnerEmail != "" &&
            achTemplatePartnerList[i].partnerNotify
          ),
          disable: (
            achTemplatePartnerList[i].partnerEmail == ""
          )
      };
      achBatchList.push( newObject );
    }

    // sort the data
    achBatchList.sort( SortBatchList );

    // build the grid
    var javascriptTemplate = kendo.template($("#batchTemplate").html());
    $("#batchGrid").html(javascriptTemplate(achBatchList));

    // set up numeric textboxes
    $(".batch-amount").each( function() {
      $("#" + this.id).kendoNumericTextBox({
        min: 0.01,
        max: <?php echo $allowedAmount ?>,
        format: "c",
        decimals: 2,
        restrictDecimals: true,
        spinners: false,
        change: function(e) {
          var elementId = this.element[0].id;
          var value = this.value();

          if ( value === null || value === undefined || value === "" ) {
            value = 0;
          } else {
            this.value(0.00);
          }

          if ( $.isNumeric( value ) ) {
            var partnerId = elementId.slice( "amount".length );
            SetBatchAmount( partnerId, value );

            ShowBatchTotal();
          } else {
            this.value(0.00);
          }
        }
      });

      $("#" + this.id).focus(function() {
        var input = $(this);

        clearTimeout(input.data("selectTimeId")); //stop started time out if any

        var selectTimeId = setTimeout(function()  {
            input.select();
        }, 10);

        input.data("selectTimeId", selectTimeId);
      }).blur(function(e) {
          clearTimeout($(this).data("selectTimeId"));
      });
    });

    // update the batch total
    ShowBatchTotal();
  } // end PopulateBatchGridUsingCSV

  function GetACHAccounts( action ) {
    var request = { action: action };

    dsACHHelper.read( request );
  } // end GetACHAccounts

  function GetACHPartners() {
    var request = { action: "get_ach_partners" };

    dsACHHelper.read( request ).then( function() {
      // get the account lists - get after template returned so can filter the list against that
      GetACHAccounts( "payments_list" );
    });
  } // end GetACHAccounts

  function GetACHTemplates( action ) {
    // only read if one changed
    if ( templateChanged ) {
      var request = { action: action };

      dsACHHelper.read( request );
    }
  } // end GetACHTemplates

  function GetACHTemplatePartners( templateId ) {
    var request = { action: "read_template_partners", template_id: templateId };

    dsACHHelper.read( request ).then( function() {
      // get the partner lists - get after template returned so can filter the list against that
      GetACHPartners();
    });
  } // end GetACHTemplatePartners

  function DeleteACHTemplate( templateId ) {
    var request = { action: "delete_template", template_id: selectedTemplate };

    dsACHHelper.read( request );
  } // end DeleteACHTemplate

  function UpdateACHTemplate( ) {
    // get the current values from the view model
    var id = selectedTemplate;
    var newName = editTemplateModel.templateName;

    var request = { action: "update_template", template_id: id, template_name: newName };

    dsACHHelper.read( request );
  } // end UpdateACHTemplate

  // Remove a partner from the template grid. This will cause it to go back into the chooser list.
  function RemovePartner( id ) {
    // find the partner
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == id ) {
        // flag for removal
        achTemplatePartnerList[i].remove = true;

        var request = { action: "remove_template_partner", partner_id: id, template_id: selectedTemplate };

        dsACHHelper.read( request );
        break;
      }
    }

  } // end RemovePartner

  function SubmitACHRequest() {
    // set up the fields
    // package up the batch information
    var batchData = JSON.stringify( achBatchList );

    var request = {
      action: "<?php echo $achAction ?>",
        batch_data: batchData,
        internal_acct: viewModel.achMyAcctSelected,
        internal_sub_acct: viewModel.achSubAcctSelected,
        eff_date: viewModel.achEffDate,
        memo: viewModel.achMemo,
        ach_type: viewModel.achType,
        template_id: selectedTemplate,
        update_template: viewModel.achUpdateTemplate ? 1 : 0
      };

    dsACHHelper.read( request );
  } // end SubmitACHRequest

  // handle a new account list from the server
  function HandleUpdatedAccountList() {
    achSubAccounts = [];
    // iterate through accounts, add to sub-account list
    for (var i = 0; i < achAllAccounts.length; i++) {
      achSubAccounts.push({
        name: achAllAccounts[i].account_name, 
        id: achAllAccounts[i].acctid,
        amount: achAllAccounts[i].amount,
        account: achAllAccounts[i].account
      });
    }

    // add to dropdown list
    var dataSource = new kendo.data.DataSource({
      data: achSubAccounts
    });
    var dropdownlist = $("#achSubAcctList").data("kendoDropDownList");
    dropdownlist.setDataSource(dataSource);

    if (achSubAccounts.length == 1) {
      dropdownlist.select(1);
      dropdownlist.trigger("change");
    }
  } // end HandleUpdatedAccountList

  // handle a new partner list from the server
  function HandleUpdatedPartnerList() {
      var filterTest = [];
      if ( $("#achPartnerFilterPayee").prop( "checked" ) ) {
        filterTest.push("e");
      }
      if ( $("#achPartnerFilterPayroll").prop( "checked" ) ) {
        filterTest.push("$");
      }
      if ( $("#achPartnerFilterPayor").prop( "checked" ) ) {
        filterTest.push("r");
      }
      if ( $("#achPartnerFilterUnassigned").prop( "checked" ) ) {
        filterTest.push("");
      }

    // get the unique partners that aren't already in the template
    achCurrentList = [];
    for ( var i = 0; i < achPartnerList.length; i++ ) {
      // set email_notify to true/false
      // check if already in template
      var found = false;
      for ( var t = 0; t < achTemplatePartnerList.length; t++ ) {
        if ( achPartnerList[i].id == achTemplatePartnerList[t].partnerId ) {
          found = true;
          break;
        }
      }

      if ( !found ) {
        var test = filterTest.indexOf( achPartnerList[i].partner_type );
        if ( test >= 0 ) {
          achCurrentList.push( {name: achPartnerList[i].display_name, id: achPartnerList[i].id} );
        }
      }
    }

    // reset the partner list
    var dropdownlist = $("#achPartnerDD").data("kendoDropDownList");
    dropdownlist.dataSource.data(achCurrentList);
    dropdownlist.select(0);

    // show the updated partner list
    var grid = $('#achPartnerChooser').data("kendoGrid");
    grid.dataSource.data(achCurrentList);

  } // end HandleUpdatedPartnerList

  // Create an address string based on what exists.
  // partnerAddress1# / #: partnerCity#, #: partnerState# #: partnerZip
  function CreateAddressString( partnerListEntry ) {
    var showString = "";
    if ( partnerListEntry.partnerCity.length > 0 ||
         partnerListEntry.partnerState.length > 0 ||
         partnerListEntry.partnerZip.length > 0 ) {
      showString = partnerListEntry.partnerCity.trim();
      if ( showString.length > 0 &&
           (partnerListEntry.partnerState.length > 0 ||
            partnerListEntry.partnerZip.length > 0) ) {
        showString = showString + ", " + partnerListEntry.partnerState + " " + partnerListEntry.partnerZip;
        showString = showString.trim();
      }
    }

    if ( partnerListEntry.partnerAddress1.length > 0 ) {
      if ( showString.length > 0 ) {
        showString = partnerListEntry.partnerAddress1 + " / " + showString;
      } else {
        showString = partnerListEntry.partnerAddress1;
      }
    }

    return showString.trim();
  } // end CreateAddressString

  // Handle a partner that was updated. We don't want to refresh the grid.
  // If not found in the achTemplatePartnerList add the partner to that list.
  function HandlePartnerUpdate( partnerInfo ) {
    // find the partner in the template source
    var found = false;
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == partnerInfo.id ) {
        achTemplatePartnerList[i].partnerDisplayName = partnerInfo.display_name;
        achTemplatePartnerList[i].partnerACHName = partnerInfo.ach_name;
        achTemplatePartnerList[i].partnerNotify = partnerInfo.email_notify;
        achTemplatePartnerList[i].partnerType = partnerInfo.partner_type;
        achTemplatePartnerList[i].partnerAddress1 = partnerInfo.address1;
        achTemplatePartnerList[i].partnerAddress2 = partnerInfo.address2;
        achTemplatePartnerList[i].partnerCity = partnerInfo.city,
        achTemplatePartnerList[i].partnerState = partnerInfo.state;
        achTemplatePartnerList[i].partnerZip = partnerInfo.zip;
        achTemplatePartnerList[i].partnerCountry = partnerInfo.country;
        achTemplatePartnerList[i].partnerEmail = partnerInfo.email;
        achTemplatePartnerList[i].partnerDfiAccount = partnerInfo.dfi_account;
        achTemplatePartnerList[i].partnerDfiType = partnerInfo.dfi_account_type;
        achTemplatePartnerList[i].partnerDfiRouting = partnerInfo.dfi_routing;
        // this is just to aid in displaying address
        achTemplatePartnerList[i].showPartnerAddress = CreateAddressString( achTemplatePartnerList[i] );
        // don't adjust the inBatch or remove settings
        achTemplatePartnerList[i].changed = false;

        found = true;
        break;
      }
    }

    if ( !found ) {
      // must have been an Add New Partner - add to the template list
      var newObject = {
        partnerId: partnerInfo.id,
        partnerDisplayName: partnerInfo.display_name,
        partnerACHName: partnerInfo.ach_name,
        partnerNotify: partnerInfo.email_notify,
        partnerType: partnerInfo.partner_type,
        partnerAddress1: partnerInfo.address1,
        partnerAddress2: partnerInfo.address2,
        partnerCity: partnerInfo.city,
        partnerState: partnerInfo.state,
        partnerZip: partnerInfo.zip,
        partnerCountry: partnerInfo.country,
        partnerEmail: partnerInfo.email,
        partnerDfiAccount: partnerInfo.dfi_account,
        partnerDfiType: partnerInfo.dfi_account_type,
        partnerDfiRouting: partnerInfo.dfi_routing,
        // this is just to aid in displaying address
        showPartnerAddress: "",
        lastAmount: 0,
        lastAddenda: "",
        inBatch: false,
        remove: false,
        changed: false
      };

      // now that we have an object
      newObject.showPartnerAddress = CreateAddressString( newObject );

      achTemplatePartnerList.push( newObject );
    }

    // reset the datasource
    var grid = $("#partnerGrid").data("kendoGrid");
    grid.dataSource.data(achTemplatePartnerList);

    // find the partner in the partner info
    var found = false;
    for ( var i = 0; i < achPartnerList.length; i++ ) {
      if ( achPartnerList[i].id == partnerInfo.id ) {
        // just the display name and partner type
        achPartnerList[i].name = partnerInfo.display_name;
        achPartnerList[i].partner_type = partnerInfo.partner_type;

        found = true;
        break;
      }
    }

    if ( !found ) {
      achPartnerList.push( {id: partnerInfo.id,
                            name: partnerInfo.display_name,
                            partner_type: partnerInfo.partner_type} );
    }
  } // end HandlePartnerUpdate

  // Helper function to sort the TemplatePartnerList.
  // Sort order,
  function SortTemplateList(a, b){
    var aName = a.partnerDisplayName.toLowerCase();
    var bName = b.partnerDisplayName.toLowerCase();
    return ((aName < bName) ? -1 : ((aName > bName) ? 1 : 0));
  }


  // Handle a parter being added to the template. There is additional information that came in.
  <?php /* Note: we are adding it to the underlying array in case the user updates the template in
         *    the database.
         */ ?>
  function HandlePartnerForTemplate( partnerInfo ) {
    // add to the template list
    var newObject = {
      partnerId: partnerInfo.id,
      partnerDisplayName: partnerInfo.display_name,
      partnerACHName: partnerInfo.ach_name,
      partnerNotify: partnerInfo.email_notify,
      partnerType: partnerInfo.partner_type,
      partnerAddress1: partnerInfo.address1,
      partnerAddress2: partnerInfo.address2,
      partnerCity: partnerInfo.city,
      partnerState: partnerInfo.state,
      partnerZip: partnerInfo.zip,
      partnerCountry: partnerInfo.country,
      partnerEmail: partnerInfo.email,
      partnerDfiAccount: partnerInfo.dfi_account,
      partnerDfiType: partnerInfo.dfi_account_type,
      partnerDfiRouting: partnerInfo.dfi_routing,
      // this is just to aid in displaying address
      showPartnerAddress: "",
      lastAmount: 0,
      lastAddenda: "",
      inBatch: false,
      remove: false,
      changed: false
    };

    // now that we have an object
    newObject.showPartnerAddress = CreateAddressString( newObject );

    achTemplatePartnerList.push( newObject );

    // reset the datasource
    partnerDataSource = new kendo.data.DataSource({
      data: achTemplatePartnerList,
      filter: { field: "remove", operator: "neq", value: true },
      sort: { field: "partnerDisplayName", dir: "asc" }
    });

    // reset the template list
    var grid = $("#partnerGrid").data("kendoGrid");
    grid.setDataSource(partnerDataSource);
    grid.refresh();

  } // end HandlePartnerForTemplate

  // Handle removing a parter from the template.
  <?php /* Note: we are adding it to the underlying array in case the user updates the template in
         *    the database.
         */ ?>
  function HandleRemovePartnerFromTemplate( partnerId ) {
    // remove from the template list
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == partnerId ) {
        achTemplatePartnerList.splice(i, 1);
        break;
      }
    }

    // reset the template partner grid
    var grid = $("#partnerGrid").data("kendoGrid");
    grid.dataSource.data(achTemplatePartnerList);

    // now update the partner choosers
    HandleUpdatedPartnerList();

  } // end HandleRemovePartnerFromTemplate

  // handle a new template list from the server (show info plus an Add New)
  function HandleUpdatedTemplateList( oTemplateInfo ) {

    // get the original data and break out the JSON information so it is available
    achTemplateList = [];
    for ( var i = 0; i < oTemplateInfo.length; i++ ) {
      var templateMeta = JSON.parse( oTemplateInfo[i].tmpl_meta );
      var templatePartner = JSON.parse( oTemplateInfo[i].tmpl_partner );

      var newObject = {
        templateId: oTemplateInfo[i].tmpl_id,
        templateName: oTemplateInfo[i].tmpl_name,
        templateType: oTemplateInfo[i].tmpl_type,
        templateACHType: oTemplateInfo[i].ach_type,
        templateMeta: templateMeta,
        templatePartner: templatePartner
      };

      achTemplateList.push( newObject );
    }

    // add one more to add a new template
    var newObject = {
      templateId: -1,
      templateName: "<?php echo $MC->msg("ACH Add New Template", HCU_DISPLAY_AS_JS) ?>",
      templateType: "",
      templateMeta: "",
      templatePartner: ""
    };

    achTemplateList.push( newObject );
    var listview = $("#templateList").data("kendoListView");
    listview.dataSource.data(achTemplateList);
  } // end HandleUpdatedTemplateList

  // handle a new template list from the server
  function HandleTemplatePartnerList( oTemplatePartnerInfo ) {
    // get the original data and break out the JSON information so it is available
    achTemplatePartnerList = [];
    for ( var i = 0; i < oTemplatePartnerInfo.length; i++ ) {
      var partnerAddress = JSON.parse( oTemplatePartnerInfo[i].address );
      var partnerDFI = JSON.parse( oTemplatePartnerInfo[i].dfi_data );
      var newObject = {
        partnerId: oTemplatePartnerInfo[i].id,
        partnerDisplayName: oTemplatePartnerInfo[i].display_name,
        partnerACHName: oTemplatePartnerInfo[i].ach_name,
        partnerNotify: oTemplatePartnerInfo[i].email_notify == "t",
        partnerType: oTemplatePartnerInfo[i].partner_type,
        partnerAddress1: partnerAddress.address1,
        partnerAddress2: partnerAddress.address2,
        partnerCity: partnerAddress.city,
        partnerState: partnerAddress.state,
        partnerZip: partnerAddress.zip,
        partnerCountry: partnerAddress.country,
        partnerEmail: partnerAddress.email,
        partnerDfiAccount: partnerDFI.dfi_account,
        partnerDfiType: partnerDFI.dfi_account_type,
        partnerDfiRouting: partnerDFI.dfi_routing,
        // this is just to aid in displaying address
        showPartnerAddress: "",
        lastAmount: oTemplatePartnerInfo[i].last_amount,
        lastAddenda: oTemplatePartnerInfo[i].last_addenda,
        inBatch: false,
        remove: false,
        changed: false
      };

      // now that we have an object
      newObject.showPartnerAddress = CreateAddressString( newObject );

      achTemplatePartnerList.push( newObject );
    }
    var grid = $("#partnerGrid").data("kendoGrid");
    grid.dataSource.data(achTemplatePartnerList);

  } // end HandleTemplatePartnerList


  // Handle of template
  function ShowDeleteTemplate(templateId) {
    selectedTemplate = templateId;
    deleteDialog.open();
  } // end ShowDeleteTemplate

  // Handle edit of template
  function ShowEditTemplate(templateId) {
    selectedTemplate = templateId;

    // set up the current name
    var templateInfo = GetTemplateInfo( templateId );
    var currentName = templateInfo.templateName;
    editTemplateModel.SetTemplate( currentName );

    editTemplateDialog.title("<?php echo $MC->msg("ACH Edit Template Name", HCU_DISPLAY_AS_JS) ?>").open();
  } // end ShowDeleteTemplate

  function GetTemplateInfo( templateId ) {
    var found = false;
    var returnObject = null;

    for ( var i = 0; i < achTemplateList.length; i++ ) {
      if ( achTemplateList[i].templateId == templateId ) {
        found = true;
        break;
      }
    }

    if ( found ) {
      returnObject = achTemplateList[i];
    }

    return returnObject;
  } // end GetTemplateInfo

  function SelectTemplate( templateId ) {
    selectedTemplate = templateId;

    if ( templateId == -1 ) {
      ShowAddTemplate();
    } else {
      // get the template partners (also gets the partner list when done)
      GetACHTemplatePartners( selectedTemplate );

      // go to the next page as if by "clicking" on the Next button
      GoToNextTab();

      // set the ach type
      for ( var i = 0; i < achTemplateList.length; i++ ) {
        if ( achTemplateList[i].templateId == templateId ) {
          if ( achTemplateList[i].templateACHType !== "" ) {
            viewModel.set( "achType", achTemplateList[i].templateACHType );
          }

          break;
        }
      }
    }

    // reset the batch list
    achBatchList = [];
  } // SelectTemplate

  // This acts if clicking on the next button
  function GoToNextTab() {
    // clear out any current message
    $.homecuValidator.hideMessage();

    // scroll to the top - in case of error, next page, or reply from server
    $("#content-wrapper").animate({ scrollTop: 0 }, { duration: 500 } );

    // validate the data for the current step
    if ( ValidateThisStep( progressStep ) ) {
      if ( progressStep >= 4 ) {
        // submit the payment
        SubmitACHRequest();
      } else {
        progressStep++;
        ShowThisStep( progressStep );
      }
    }
  } // end GoToNextTab

  // act if the next button was clicked after the CSV successful upload
  function NextClickedByCSVSuccess() {
    // clear out any current message
    $.homecuValidator.displayMessage( "", $.homecuValidator.settings.statusError );

    // scroll to the top - in case of error, next page, or reply from server
    $("#content-wrapper").animate({ scrollTop: 0 }, { duration: 500 } );

    progressStep++;

    // hide the first, second, and fourth steps
    $("#achTemplate").hide();
    $("#achEditTemplate").hide();
    $("#achLocal").hide();
    // show the 3rd step
    $("#achBatchRemote").show();
    progressSteps.value( 3 );
    $("#stepName").html( "<?php echo $progressStep3; ?>" );
    // make sure back button is visible
    viewModel.set( "showBack", true );
    // now the Next button is "Submit"
    $("#nextButton").html("<?php echo $MC->msg("Next", HCU_DISPLAY_AS_JS) ?>");

    // remove any existing batch info
    $("#batchGrid").html( "" );

    viewModel.set( "achBatchTotal", 0.00 );
  }

  // Handle delete of partner
  function ShowRemovePartner(partnerId) {
    var found = false;
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == partnerId ) {
        // set the current data in the observable

        partnerName = achTemplatePartnerList[i].partnerDisplayName;

        found = true;
        break;
      }
    }

    if ( !found ) {
      partnerName = "<?php echo $MC->msg("Unknown", HCU_DISPLAY_AS_JS) ?>";
    }

    var content = "<p><?php echo $MC->msg("ACH Continue remove template partner", HCU_DISPLAY_AS_JS) ?>" + partnerName + "</p><p>" +
                  "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?></p>" +
                  "<input type='hidden' id='removePartnerId' value='" + partnerId + "'>";
    removePartnerDialog.content(content).open();
  } // end ShowRemovePartner

  // Handle adding a new template
  function ShowAddTemplate() {
    selectedTemplate = -1;
    editTemplateModel.SetTemplate( "" );

    editTemplateDialog.title("<?php echo $MC->msg("ACH Enter Template Name", HCU_DISPLAY_AS_JS) ?>").open();
  } // end ShowAddTemplate

  // Handle editing of partner information
  function ShowEditPartner(partnerId) {
    // find the parter's information
    var found = false;
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == partnerId ) {
        // set the current data in the observable
        editPartnerModel.init({
          partner_id: achTemplatePartnerList[i].partnerId,
          partner_type: achTemplatePartnerList[i].partnerType,
          display_name: achTemplatePartnerList[i].partnerDisplayName,
          ach_name: achTemplatePartnerList[i].partnerACHName,
          email: achTemplatePartnerList[i].partnerEmail,
          email_notify: achTemplatePartnerList[i].partnerNotify,
          address1: achTemplatePartnerList[i].partnerAddress1,
          address2: achTemplatePartnerList[i].partnerAddress2,
          city: achTemplatePartnerList[i].partnerCity,
          state: achTemplatePartnerList[i].partnerState,
          zip: achTemplatePartnerList[i].partnerZip,
          country: achTemplatePartnerList[i].partnerCountry,
          dfi_routing: achTemplatePartnerList[i].partnerDfiRouting,
          dfi_account: achTemplatePartnerList[i].partnerDfiAccount,
          dfi_account_confirm: achTemplatePartnerList[i].partnerDfiAccount,
          dfi_account_type: achTemplatePartnerList[i].partnerDfiType
        });

        partnerName = achTemplatePartnerList[i].partnerDisplayName;

        found = true;
        break;
      }
    }

    // error if not found
    if ( !found ) {
      var editDialog = $("#deleteDialog").kendoDialog({
        visible: false,
        title: "<?php echo $MC->msg("ACH Edit Partner", HCU_DISPLAY_AS_JS) ?>",
        content: "<p>" + "<?php echo $MC->msg("ACH Partner not found", HCU_DISPLAY_AS_JS) ?>" + "</p><p>" + "<?php echo $MC->msg("problem encountered", HCU_DISPLAY_AS_JS) ?>" + "</p>",
        show: function(e) {
          // add the close function to the window stack
          window_stack.push(function(e) {
            deleteDialog.close(e);
          });
        },
        close: function(e) {
          // remove the close function from the window stack
          window_stack.pop();
        },
        actions: [
          {
            text: "<?php echo $MC->msg("Close", HCU_DISPLAY_AS_JS) ?>",
            primary: true
          }]
      }).data("kendoDialog");
      editDialog.open();
    } else {
      if ($(window).width() > 768) {
        $(".achAccordionContent").show();
        $("span[data-accordion-plus]").hide();
        $("span[data-accordion-minus]").show();

      } else {
        $(".achAccordionContent").hide();
        $(".achAccordionContent[data-accordion-index=0]").show();

        $("span[data-accordion-plus]").show();
        $("span[data-accordion-minus]").hide();

        $("span[data-accordion-plus=0]").hide();
        $("span[data-accordion-minus=0]").show();
      }
      // open dialog
      var title = "<?php echo $MC->msg("ACH Edit Partner", HCU_DISPLAY_AS_JS) ?>" + ": " + partnerName;
      editPartnerDialog.title(title);
      editPartnerDialog.center();
      editPartnerDialog.open();
    }
  } // end ShowEditPartner

  // Add up and show the batch total.
  function ShowBatchTotal() {
    // add up the amounts
    var total = 0;
    for ( var i = 0; i < achBatchList.length; i++ ) {
      var amount = isNaN( achBatchList[i].amount ) ? 0 : achBatchList[i].amount;
      total += amount * 1;
    }

    viewModel.set( "achBatchTotal", total );
  } // end ShowBatchTotal

  function SetPartnerInBatch( partnerId, state ) {
    for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
      if ( achTemplatePartnerList[i].partnerId == partnerId ) {
        achTemplatePartnerList[i].inBatch = state;
        break;
      }
    }
  } // end SetPartnerInBatch
  function SetBatchAmount( partnerId, value ) {
    for ( var i = 0; i < achBatchList.length; i++ ) {
      if ( achBatchList[i].id == partnerId ) {
        achBatchList[i].amount = value * 1;
        break;
      }
    }

    // When a user navigates the steps using the
    // Back and Next buttons, and returns to the
    // Batch Amounts step, any data entered will be
    // overwritten with the orginal data.

    // To make the newly entered data persist through
    // navigation, we must save it to the achTemplatePartnerList.
    for ( var i = 0; i < achTemplatePartnerList.length; i++) {
      if (achTemplatePartnerList[i].partnerId == partnerId) {
        achTemplatePartnerList[i].lastAmount = value * 1;
      }
    }
  } // SetBatchAmount
  function SetBatchAddenda( partnerId, value ) {
    for ( var i = 0; i < achBatchList.length; i++ ) {
      if ( achBatchList[i].id == partnerId ) {
        achBatchList[i].addenda = value;
        break;
      }
    }

    // When a user navigates the steps using the
    // Back and Next buttons, and returns to the
    // Batch Amounts step, any data entered will be
    // overwritten with the orginal data.

    // To make the newly entered data persist through
    // navigation, we must save it to the achTemplatePartnerList.
    for ( var i = 0; i < achTemplatePartnerList.length; i++) {
      if (achTemplatePartnerList[i].partnerId == partnerId) {
        achTemplatePartnerList[i].lastAddenda = value;
      }
    }
  } // SetBatchAddenda
  function SetBatchNotify( partnerId, value ) {
    for ( var i = 0; i < achBatchList.length; i++ ) {
      if ( achBatchList[i].id == partnerId ) {
        achBatchList[i].notify = value;
        break;
      }
    }

    // When a user navigates the steps using the
    // Back and Next buttons, and returns to the
    // Batch Amounts step, any data entered will be
    // overwritten with the orginal data.

    // To make the newly entered data persist through
    // navigation, we must save it to the achTemplatePartnerList.
    for ( var i = 0; i < achTemplatePartnerList.length; i++) {
      if (achTemplatePartnerList[i].partnerId == partnerId) {
        achTemplatePartnerList[i].partnerNotify = value;
      }
    }
  } // SetBatchNotify

  // used to strip unwanted characters from zipcode
  // input field
  var StripZip = function(zip) {
    var splitZip = zip.split("-");
    var halfOne = splitZip[0].replace(/_/g, "");
    var halfTwo = null;

    try {
      halfTwo = splitZip[1].replace(/_/g, "");
    } catch(e) {
      halfTwo = "";
    }

    if (halfTwo.length == 0) {
      return halfOne;
    } else {
      return halfOne + "-" + halfTwo;
    }
  }

  function InitDataSources() {
    dsACHHelper = new kendo.data.DataSource({
      autoSync: false,
      batch: false,
      transport: {
        read: {
          url: 'hcuACH.data?cu=<?php echo $HB_ENV['cu']; ?>',
          dataType: "json",
          contentType: "application/x-www-form-urlencoded",
          type: "POST",
          cache: false
        }
      },
      schema: {
        parse: function(response) {
          // not showing data, so return empty array
          var display = [];
          return display;
        }
      },
      requestStart: function( e ) {
        if ( !saveStatus ) {
          $.homecuValidator.hideMessage();
        }

        ShowWaitWindow();
      },
      requestEnd: function( e ) {
        var error = null;
        var results = null;

        CloseWaitWindow();

        if ( e.response && e.response.Results ) {
          results = e.response.Results;

          // see if there is an error
          if ( results && results.homecuErrors )
            error = results.homecuErrors;

          if ( error && error.length > 0 ) {
            e.preventDefault();
            // make sure only old data
            dsACHHelper.cancelChanges();
            // show the error information
            $.homecuValidator.displayMessage(error, $.homecuValidator.settings.statusError);
          } else {
            // handle any returned data
            if ( results && results.homecuData ) {
              // set the partner list
              if ( results.homecuData.partners ) {
                achPartnerList = results.homecuData.partners;
                HandleUpdatedPartnerList();
              }

              // set the account lists
              if ( results.homecuData.accounts ) {
                achAllAccounts = results.homecuData.accounts;

                HandleUpdatedAccountList();
              }

              // the list of templates
              if ( results.homecuData.templates ) {
                HandleUpdatedTemplateList( results.homecuData.templates );
                // clear the changed flag
                templateChanged = false;

                // don't need to save status any more
                saveStatus = false;
              }

              // set the template partner list
              if ( results.homecuData.read_template_partners ) {
                HandleTemplatePartnerList( results.homecuData.read_template_partners );
              }

              // update the template partner information
              if ( results.homecuData.update_partner ) {

                // the partner results come in results.homecuData.partner_data
                HandlePartnerUpdate( results.homecuData.partner_data );
                editPartnerModel.reset();
                editPartnerDialog.close();
              }

              // add the one parter to the template
              if ( results.homecuData.one_partner ) {
                // add to template
                HandlePartnerForTemplate( results.homecuData.one_partner );

                // set the changed flag
                templateChanged = true;

                // remove from available list
                HandleUpdatedPartnerList();
              }

              // remove the one parter from the template
              if ( results.homecuData.partner_removed ) {
                // remove from template
                HandleRemovePartnerFromTemplate( results.homecuData.partner_removed );

                // set the changed flag
                templateChanged = true;
              }

              // see if the batch was submitted successfully
              if ( results.homecuData.submit_batch && results.homecuData.submit_batch == "Success" ) {
                // need to save the status when getting the templates after this successful batch submission
                saveStatus = true;
                // set the changed flag -- assume it changed
                templateChanged = true;

                ShowThisStep( 0 );
                progressStep = 1;
                ShowThisStep( progressStep );

                // Display confirmation dialog
                ShowConfirmation( results.homecuData.txn );
              }
            }

            if ( results && results.homecuInfo && (results.homecuInfo.length > 0) ) {
              $.homecuValidator.settings.formStatusField = "confirmationStatus";
              $.homecuValidator.settings.formInfoTitle = "";
              $.homecuValidator.displayMessage(results.homecuInfo, $.homecuValidator.settings.statusSuccess);
            }

          }
        } else {
          error = "Error occurred on server that halted this operation.";
          $.homecuValidator.displayMessage(error, $.homecuValidator.settings.statusError);
        }
      },

      // code to run if the request fails; the raw request and
      // status codes are passed to the function
      error: function( e ) {
      }
    });
  }

  function UpdateBatchAmount( partnerId ) {
    // validate
    if ( Number.isInteger(partnerId) ) {
      var numerictextbox = $("#amount" + partnerId).data("kendoNumericTextBox");
      if ( numerictextbox ) {
        var value = numerictextbox.value();
        if ( value === null || value === undefined || value === "" ) {
          value = 0;
        }

        if ( $.isNumeric( value ) ) {
          SetBatchAmount( partnerId, value );

          ShowBatchTotal();
        } else {
          numerictextbox.value(0.00);
        }
      }
    }
  } // end UpdateBatchAmount
  function UpdateBatchAddenda( partnerId ) {
    // validate
    if ( Number.isInteger(partnerId) ) {
      var value = $("#addenda"+partnerId).val();
        SetBatchAddenda( partnerId, value );
    }
  } // end UpdateBatchAddenda
  function UpdateBatchNotify( partnerId ) {
    // validate
    if ( Number.isInteger(partnerId) ) {
      var value = $("#notify"+partnerId).prop("checked");

      SetBatchNotify( partnerId, value );
    }
  } // end UpdateBatchNotify

  function InitDataViews() {
    viewModel = kendo.observable({
      // these help control visuals
      showSingle: true,
      showBatch: false,
      showRecipient: false,
      showPayment: false,
      showNext: true,
      showBack: false,
      disableSaveButton: false,
      // these get sent to server
      action: "",
      achMyAcctSelected: "",
      achSubAcctSelected: 0,
      achAvailable: "",
      achEffDate: "",
      achBatchTotal: "",
      achType: "",
      achMemo: "",
      achTemplateName: "",
      achDFISelectedType: "",
      achUpdateTemplate: false,
      nextClick: function(e) {
          e.preventDefault();

          GoToNextTab();
      },
      backClick: function( e ) {
          e.preventDefault();

          // let them go back without validation
          $.homecuValidator.hideMessage();

          progressStep--;

          ShowThisStep( progressStep );

          // scroll to the top
          $("#content-wrapper").animate({ scrollTop: 0 }, { duration: 500 } );
      },
      cancel: function( e ) {
          e.preventDefault();
          <?php // go to self so can set correct cookie
          ?>
          document.formCancel.submit();
      }
    });

    // this is used with the add/edit partner information in editPartnerDialog template
    // NOTE: The model field names match the Single ACH model.
    editPartnerModel = kendo.observable({
      sourcePartner: null,
      sourceDirty: false,
      sourceDirtyInfo: false,
      sourceDirtyAddr: false,
      sourceDirtyAcct: false,
      showDelete: false,
      showDeleteWarn: false,
      listPartnerTypes: achPartnerTypes,
      listAccountTypes: achAccountTypes,
      listStates: achStateList,
      init: function(partnerInfo) {
        this.set("sourcePartner", partnerInfo);

        // setup validator
        $.homecuValidator.hideMessage();
        $.homecuValidator.setup({
          formValidate: "achPartnerEditor",
          formStatusField: "achPartnerStatus",
        });

        // bind data
        kendo.bind($("#achPartnerEditor"), this);
      },
      reset: function() {
        this.set("sourcePartner", null);
        this.set("sourceDirty", false);
        this.set("sourceDirtyInfo", false);
        this.set("sourceDirtyAddr", false);
        this.set("sourceDirtyAcct", false);

        $.homecuValidator.hideMessage();
        $.homecuValidator.setup({
          formValidate: "achEditTemplate",
          formStatusField: "formStatus"
        });

        // unbind data
        kendo.unbind($("#achPartnerEditor"));
      },
      save: function() {
        var otherErrors = [];
        // validate other non-required fields
        if (this.sourcePartner.zip != "") {
          // must validate zip code
          var zip = this.sourcePartner.zip;
          var zipReplace = zip.replace(/_/g, "");
          var zipSplit = zipReplace.split("-");
          var zipConstruct = "";

          // validate section 1, must be 5 digits
          if (zipSplit[0].length < 5) {
            otherErrors.push("<?php echo $MC->msg("Zip Code Invalid", HCU_DISPLAY_AS_JS) ?>");
          } else if (zipSplit.length > 1) {
            if (zipSplit[1].length > 0 && zipSplit[1].length < 4) {
              otherErrors.push("<?php echo $MC->msg("Zip Code Invalid", HCU_DISPLAY_AS_JS) ?>");
            }
          }

          // reconstruct zip code
          if (zipSplit[1]) {
            zipConstruct += zipSplit[0] + "-" + zipSplit[1];
          } else {
            zipConstruct += zipSplit[0];
          }

          this.set("sourcePartner.zip", zipConstruct);
        }

        if (this.sourcePartner.dfi_routing != "") {
          // must vlalidate routing number
          var routing = this.sourcePartner.dfi_routing;
          var routingReplace = routing.replace(/_/g, "");

          if (routingReplace.length < 9) {
            otherErrors.push("<?php echo $MC->msg("ACH Routing number 9 digits", HCU_DISPLAY_AS_HTML); ?>");
          }

          this.set("sourcePartner.dfi_routing", routingReplace);
        }

        $.homecuValidator.validate();
        var totalErrors = $.homecuValidator.homecuKendoValidator.errors();

        // cannot concat errors together because there may be duplicate errors
        for (var i = 0; i < otherErrors.length; i++) {
          if ($.inArray(otherErrors[i], totalErrors) == -1) {
            totalErrors.push(otherErrors[i]);
          }
        }

        if (totalErrors.length > 0) {
          $.homecuValidator.displayMessage(totalErrors, $.homecuValidator.settings.statusError);
        } else {
          var request = {
            action: this.sourcePartner.partner_id == 0 ?
              "add_ach_partner" :
              "update_ach_partner",
            display_name: this.sourcePartner.display_name,
            ach_name: this.sourcePartner.ach_name ?
              this.sourcePartner.ach_name :
              this.sourcePartner.display_name,
            email: this.sourcePartner.email,
            email_notify: this.sourcePartner.email_notify ? 1 : 0,
            partner_type: this.sourcePartner.partner_type,
            address1: this.sourcePartner.address1,
            address2: this.sourcePartner.address2,
            city: this.sourcePartner.city,
            state: this.sourcePartner.state,
            zip: this.sourcePartner.zip,
            country: this.sourcePartner.country,
            dfi_routing: this.sourcePartner.dfi_routing,
            dfi_account: this.sourcePartner.dfi_account,
            dfi_account_type: this.sourcePartner.dfi_account_type,
            partner_id: this.sourcePartner.partner_id,
            template_id: selectedTemplate
          };

          dsACHHelper.read( request );
        }
      },
      cancel: function(e) {
        editPartnerDialog.close();
      },
      change: function(e) {
        var target = null;
        var accordion = null;

        e.hasOwnProperty("sender") ?
          target = $(e.sender.element[0]) :
          target = $(e.target);

        accordion = target.closest(".achAccordionContent");
        accordionIndex = accordion.data("accordion-index");

        switch (accordionIndex) {
          case 0: this.set("sourceDirtyInfo", true); break;
          case 1: this.set("sourceDirtyAddr", true); break;
          case 2: this.set("sourceDirtyAcct", true); break;
        }

        // check if checkbox or label has been clicked
        $(target).parent().attr("for") == "achPartnerNotify" ||
        $(target).attr("name") == "achPartnerNotify" ?
          this.set("sourcePartner.email_notify", !this.sourcePartner.email_notify) :
          "";

        this.set("sourceDirty", true);
      }
    });

    editTemplateModel = kendo.observable({
      templateName: "",
      dirtyFlag: false,
      setDirty: function(e) {
        this.set("dirtyFlag", true);
      },
      SetTemplate: function( name ) {
        this.set( "templateName", name );
        this.set( "dirtyFlag", false );
      },
      ClearDirty: function() {
        this.set("dirtyFlag", false);
      }
    });

    // set up an error validator in case of an error
    $.homecuValidator.setup({formErrorTitle: "<?php echo $MC->msg("Error Occurred", HCU_DISPLAY_AS_JS) ?>"});

    partnerGrid = $('#partnerGrid').kendoGrid({
      dataSource: achTemplatePartnerList,
      autoBind: true,
      rowTemplate: kendo.template($("#partnerRow").html()),
      selectable: "cell",
      maxHeight: 300,
      change: function(e) {
        var selectedCell = this.select();
        var selectedRow = selectedCell.closest("tr");
        var cellIndex = selectedCell.index();

        if ( cellIndex <= 1 ) {
          checkbox = selectedRow.find("td:first input");
          checkbox.prop("checked", !checkbox.prop("checked"));

          var dataItem = partnerGrid.dataItem(selectedRow);

          // save the checked state
          SetPartnerInBatch( dataItem.partnerId, checkbox.prop("checked") );
        }

        selectedCell.removeClass( "k-state-selected" );
      },
      columns: [
        { field: "partnerId", width: 40, headerTemplate: "<span id='batchTip'><input id='checkAllForBatch' type='checkbox' /> <span class='fa fa-question-circle-o visible-xs-inline'></span></span>" },
        { field: "partnerName", title: "<?php echo $MC->msg("Name", HCU_DISPLAY_AS_JS); ?>" },
        { title: "<?php echo $MC->msg("Edit", HCU_DISPLAY_AS_JS); ?>", width: 65 }
      ],
      dataBound: function(e) {
        // tool tips
        homecuTooltip.bind({
          batchTip: "<?php echo $MC->msg("ACH Set All", HCU_DISPLAY_AS_JS) ?>",
          deleteTip: "<?php echo $MC->msg("ACH Remove from batch", HCU_DISPLAY_AS_JS) ?>",
          editTip: "<?php echo $MC->msg("ACH Edit partner", HCU_DISPLAY_AS_JS) ?>",
          updateTemplateTip: "<?php echo $MC->msg("ACH Update template help", HCU_DISPLAY_AS_JS) ?>",
          achPartnerNotifyTip: "<?php echo $MC->msg("ACH Notify Info Init", HCU_DISPLAY_AS_JS); ?>",
          achAmountNotifyTip: "<?php echo $MC->msg("ACH Notify Info Init", HCU_DISPLAY_AS_JS); ?>"
        });
      }
    }).data('kendoGrid');

    chooserGrid = $('#achPartnerChooser').kendoGrid({
      dataSource: achPartnerList,
      autoBind: true,
      selectable: "cell",
      scrollable: true,
      noRecords: {template: "<span class='hcu-sub-text'><?php echo $MC->msg("ACH No Partners", HCU_DISPLAY_AS_JS) ?></span>"},
      columns: [
        { field: "id",
          hidden: true },
        { field: "name",
          title: "<?php echo $MC->msg("Name", HCU_DISPLAY_AS_JS) ?>" }
      ],
      change: function(e) {
        var selectedCell = this.select();
        var selectedRow = selectedCell.closest("tr");

        var dataItem = chooserGrid.dataItem(selectedRow);

        // add selection to the template
        var selectedId = dataItem.id;

        if ( selectedId > 0 ) {
          var request = { action: "add_template_partner", partner_id: selectedId, template_id: selectedTemplate };

          dsACHHelper.read( request );
        }
      }
    }).data('kendoGrid');

    $("#templateList").kendoListView({
      dataSource: achTemplateList,
      selectable: false,
      template: kendo.template($("#templateTemplate").html()),
      dataBound: function() {
        // set the width of the template box to look more natural
        var boxWidth = $("#templateList").innerWidth();
        var columns = Math.trunc( boxWidth / 200);
        if ( columns > 0 ) {
          var templateWidth = Math.trunc(boxWidth / columns) - 22;
          $(".tmplMeta").width( templateWidth );
        }
      }
    });

    $("#achPartnerDD").kendoDropDownList({
      dataTextField: "name",
      dataValueField: "id",
      dataSource: achPartnerList,
      optionLabel: {id: "", name: "<?php echo $MC->msg("ACH Choose Partner", HCU_DISPLAY_AS_JS) ?>"},
      change: function(e) {
        // get the partner information from the server
        var selectedId = this.value();
        if ( selectedId > 0 ) {
          var request = { action: "add_template_partner", partner_id: selectedId, template_id: selectedTemplate };

          dsACHHelper.read( request );
        }
      }
    });

    $("#addPartnerButton").kendoButton({
      click: function(e) {
        var title = "<?php echo $MC->msg("ACH Add New Partner", HCU_DISPLAY_AS_JS) ?>";

        var defaultPartnerType = "<?php echo $initialPartnerType ?>";

        editPartnerModel.reset();
        editPartnerModel.init({
          partner_id: 0,
          partner_type: defaultPartnerType,
          ach_batch: false,
          ach_name: "",
          display_name: "",
          email: "",
          email_notify: false,
          address1: "",
          address2: "",
          city: "",
          state: "",
          zip: "",
          country: "",
          dfi_routing: "",
          dfi_account: "",
          dfi_account_confirm: "",
          dfi_account_type: ""
        });

        editPartnerDialog.title(title);
        editPartnerDialog.center();
        editPartnerDialog.open();
      }
    });

    $("#achSubAcctList").kendoDropDownList({
      dataTextField: "name",
      dataValueField: "id",
      dataSource: achSubAccounts,
      valueTemplate: '<span class="local-subleft">#: name #</span><span class="local-subright">#: amount #</span>',
      template: '<span class="k-state-default"><span class="local-subleft local-subname">#: name #</span><span class="local-subright">#: amount #</span></span>',
      optionLabel: {name: "<?php echo $MC->msg("ACH Select Account", HCU_DISPLAY_AS_JS) ?>", id: "", amount: ""},
      change: function(e) {
        var dataIndex = this.selectedIndex > 0 ? this.selectedIndex-1 : 0;
        var dataSource = this.dataSource.data();
        var dataItem = dataSource[dataIndex];
        
        var selectedAccount = dataItem.account;
        var selectedAvailable = dataItem.amount.substring(1);
        viewModel.set("achMyAcctSelected", selectedAccount);
        viewModel.set("achAvailable", selectedAvailable);
      }
    });

    // set up the date picker to also be a masked text box
    effDatePicker = $("#achEffDate");
    effDatePicker.kendoMaskedTextBox({
        mask: "00/00/0000"
    });
    effDatePicker.kendoDatePicker({
        min: Date(),
        format: "MM/dd/yyyy"
    });
    effDatePicker.closest(".k-datepicker").add(effDatePicker).removeClass("k-textbox");

    $("#achPartnerFilter").kendoMultiSelect({
      dataTextField: "display",
      dataValueField: "type",
      placeholder: "<?php echo $MC->msg("ACH Select Types", HCU_DISPLAY_AS_JS); ?>",
      dataSource: achPartnerTypes,
      dataBound: function( e ) {
        var multiselect = $("#achPartnerFilter").data("kendoMultiSelect");

        multiselect.value(["<?php echo $initialPartnerType ?>"]);
      },
      change: function( e ) {
        HandleUpdatedPartnerList();
      }
    });

    // set up initial state
    if ( "<?php echo $initialPartnerType ?>" === "e" ) {
      $("#achPartnerFilterPayee").prop( "checked", true );
      $("#achPartnerFilterPayroll").prop( "checked", true );
      $("#achPartnerFilterUnassigned").prop( "checked", true );
    } else if ( "<?php echo $initialPartnerType ?>" === "r" ) {
      $("#achPartnerFilterPayor").prop( "checked", true );
      $("#achPartnerFilterUnassigned").prop( "checked", true );
    } else {
      $("#achPartnerFilterUnassigned").prop( "checked", true );
    }

    // set up the partner filter
    $(".partner-filter-chooser").click( function() {
      HandleUpdatedPartnerList();
    });

    // handle clicking on the tab strip
    $("#step1").click( function(e) {
      e.preventDefault();
      HandleNavClick(1);
    });
    $("#step2").click( function(e) {
      e.preventDefault();
      HandleNavClick(2);
    });
    $("#step3").click( function(e) {
      e.preventDefault();
      HandleNavClick(3);
    });
    $("#step4").click( function(e) {
      e.preventDefault();
      HandleNavClick(4);
    });

    $('#formChangeType').change(function(){
      $('#formChangeType').submit();
    });

    $("#checkAllForBatch").click( function() {
      var state = $("#checkAllForBatch").prop( "checked" );
      $(".in-batch-checkbox").prop( "checked", state );

      // now set each entry in the array
      for ( var i = 0; i < achTemplatePartnerList.length; i++ ) {
        achTemplatePartnerList[i].inBatch = state;
      }
    });

    // set up an event to save the data
    viewModel.bind( "save", function(e) {
      viewModel.achServer.read();
    });

    // set up an event to reset the data
    viewModel.bind( "reset", function(e) {
      ClearPaymentInfo();
    });

    // bind the visual to the view model
    kendo.bind($("#ach-payment"), viewModel);

    // set up the progress bar
    $("#progressBar").kendoProgressBar({
      type: "value",
      min: 0,
      max: 4,
      value: 1,
      change: function( e ) {
        progressSteps = $("#progressBar").data("kendoProgressBar");
        progressSteps.progressStatus.text( "(" + progressSteps.value() + " / 4)" );
      }
    });
    progressSteps = $("#progressBar").data("kendoProgressBar");
    progressSteps.progressStatus.text( "(1 / 4)" );
    // start at first step
    progressSteps.value( 1 );
    progressStep = 1;
    ShowThisStep( progressStep );

    deleteDialog = $("#deleteDialog").kendoDialog({
      visible: false,
      title: "<?php echo $MC->msg("ACH Delete Template", HCU_DISPLAY_AS_JS) ?>",
      content: "<p>" + "<?php echo $MC->msg("ACH Continue delete", HCU_DISPLAY_AS_JS) ?>" + "</p><p>" + "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?>" + "</p>",
      show: function(e) {
        // add the close function to the window stack
        window_stack.push(function(e) {
          deleteDialog.close(e);
        });
      },
      close: function(e) {
        // remove the close function from the window stack
        window_stack.pop();
      },
      actions: [{text: "<?php echo $MC->msg("Cancel", HCU_DISPLAY_AS_JS) ?>"},
        {
          text: "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?>",
          action: function(e){
              DeleteACHTemplate();

              // Returning false will prevent the closing of the dialog
              return true;
          },
          primary: true
        }]
    }).data("kendoDialog");

    editTemplateDialog = $("#editDialog").kendoDialog({
      visible: false,
      title: "<?php echo $MC->msg("ACH Edit Template Name", HCU_DISPLAY_AS_JS) ?>",
      content: "<div id='editTemplate' class='form-group hcu-form-group-spacer'>" +
                  "<div id='editFormStatus' class='homecu-formStatus k-block k-error-colored' style='display:none; margin-bottom:10px;max-width:800px;'></div>" +
                  "<label class='col-xs-12' for='templateNameUpdate'><?php echo $MC->msg("ACH Template Name", HCU_DISPLAY_AS_JS) ?></label>" +
                  "<div class='col-xs-12'>" +
                    "<input id='templateNameUpdate' \
                            name='templateNameUpdate' \
                            maxlength='100' \
                            data-bind='value: templateName, events:{change: setDirty}' \
                            placeholder='<?php echo $MC->msg("ACH Template Name required", HCU_DISPLAY_AS_JS) ?>' \
                            type='text' \
                            class='k-textbox k-autocomplete hcu-all-100' \
                            required \
                            validationMessage = '<?php echo $MC->msg("ACH Template Name required", HCU_DISPLAY_AS_JS) ?>' \
                            autocomplete='off'/>" +
                  "</div>" +
                "</div>" +
                "<br><br><br>",
      open: function(e) {
        editTemplateModel.ClearDirty();
      },
      show: function(e) {
        // focus
        $("#templateNameUpdate").focus();

        // validation
        $.homecuValidator.setup( {formStatusField: "editFormStatus", formValidate: "editTemplate"} );

        // now that the dialog is visible, bind to the view model
        kendo.bind($("#editTemplate"), editTemplateModel);

        // add the close function to the window stack
        window_stack.push(function(e) {
          if ( editTemplateModel.dirtyFlag ) {
            discardDialog.open();
          } else {
            editTemplateDialog.close(e);
          }
        });
      },
      close: function(e) {
        // REVERT Form Status back to main FORM
        $.homecuValidator.setup({formStatusField: 'formStatus'});

        // now remove the close function call
        window_stack.pop();
      },
      actions: [
        {
          text: "<?php echo $MC->msg("Cancel", HCU_DISPLAY_AS_JS) ?>",
          action: function(e){
            if ( editTemplateModel.dirtyFlag ) {
              discardDialog.open();
              return false;
            }
          }
        },
        {
          text: "<?php echo $MC->msg("Save", HCU_DISPLAY_AS_JS) ?>",
          action: function(e){
              // validate the name
              if ( $.homecuValidator.validate() ) {
                // update the new template name
                UpdateACHTemplate();

                return true;
              }
            return false;
          },
          primary: true
        }]
    }).data("kendoDialog");

    removePartnerDialog = $("#removePartnerDialog").kendoDialog({
      visible: false,
      title: "<?php echo $MC->msg("ACH Remove Partner", HCU_DISPLAY_AS_JS) ?>",
      content: "",
      show: function(e) {
        // add the close function to the window stack
        window_stack.push(function(e) {
          removePartnerDialog.close(e);
        });
      },
      close: function(e) {
        // remove the close function from the window stack
        window_stack.pop();
      },
      actions: [{text: "<?php echo $MC->msg("Cancel", HCU_DISPLAY_AS_JS) ?>"},
        {
          text: "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?>",
          action: function(e){
              var partnerId = $("#removePartnerId").val();
              RemovePartner( partnerId );

              // Returning false will prevent the closing of the dialog
              return true;
          },
          primary: true
        }]
    }).data("kendoDialog");

    uploadCSVDialog = $("#csvDialog").kendoDialog({
      visible: false,
      maxWidth: 600,
      minWidth: 300,
      title: "<?php echo $MC->msg("CSV File", HCU_DISPLAY_AS_JS) ?>",
      content: "<div class='k-content'>" +
                    "  <div id='uploadCustomContent'></div>" +
                    "  <br /><br />" +
                    "  <h4><?php echo $MC->msg("ACH Upload CSV File", HCU_DISPLAY_AS_JS); ?></h4>" +
                    "  <div class='dropZoneArea'>" +
                    "    <input id='csvFile' name='csvFile' type='file'>" +
                    "  </div>" +
                    "  <div class='upload-hint'><?php echo $MC->msg("ACH Upload CSV Max", HCU_DISPLAY_AS_JS); ?></div>" +
                    "  <div class='upload-hint'><?php echo $MC->msg("ACH Upload CSV Select", HCU_DISPLAY_AS_JS); ?></div>" +
                    "</div>",
      open: function(e) {
      },
      show: function(e) {
        // add the custom content
        if (noticeCsv) {
          ShowNotice('<?php echo $noticeURLCSV; ?>', "<?php echo $noticeLinkDisplayCSV ?>",
            function() {
              // because most notices only show on page load
              // we set this to false to only show it once even if
              // 'don't tell me again' is not selected.

              // the user could possibly click the link more than
              // one time, there is no reason to show more than once.
              noticeCsv = false;
            }
          );
        }

        // hide any previous CSV file links
        csvNotMatched = null;
        $("#csvNotMatched").hide();
        csvNotSelected = null;
        $("#csvNotSelected").hide();

        // create the upload widget if not yet created
        if ( !uploadWidget ) {
          uploadWidget = $("#csvFile").kendoUpload({
            async: {
              saveUrl: 'hcuACH.data?cu=<?php echo $HB_ENV['cu']; ?>&action=csv&template_id=' + selectedTemplate
            },
            multiple: false,
            localization: {
              dropFilesHere: "Drop file here, or select one for upload.",
              select: "Select CSV File"
            },
            validation: {
              allowedExtensions: [".csv", ".txt"],
              maxFileSize: 100 * 1024
            },
            upload: function(e) {
            },
            complete: function(e) {
            },
            success: function(e) {
              var serverReply = e.response.Results.homecuData.csv;
              var upload = $("#csvFile").data("kendoUpload");
              upload.clearAllFiles();
              uploadCSVDialog.close();

              // simulate the "Next" click
              NextClickedByCSVSuccess();
              PopulateBatchGridUsingCSV( serverReply.found );

              // save the other lists
              csvNotMatched = null;
              if ( serverReply.not_found.length > 0 ) {
                csvNotMatched = serverReply.not_found;
                $("#csvNotMatched").show();
              }

              csvNotSelected = null;
              if ( serverReply.missed.length > 0 ) {
                csvNotSelected = serverReply.missed;
                $("#csvNotSelected").show();
              }
            }
          });

          // apply the style since it wasn't in the DOM earlier
          $("div.k-dropzone em").css("visibility", "visible");
        }

        // add the close function to the window stack
        window_stack.push(function(e) {
            uploadCSVDialog.close(e);
        });
      },
      close: function(e) {
        // now remove the close function call
        window_stack.pop();
      },
      actions: [
        {
          text: "<?php echo $MC->msg("Close", HCU_DISPLAY_AS_JS) ?>",
          action: function(e){
            uploadCSVDialog.close(e);
          },
          primary: true
        }]
    }).data("kendoDialog");

    // This is used for both adding and editing a Partner
    var maxHeight = parseInt($(window).height() * .85, 10);
    var editPartnerTemplate = $("#achPartnerEditorTmp").html();
    editPartnerDialog = $(editPartnerTemplate).kendoWindow({
      width: "85%",
      minWidth: "300px",
      maxWidth: "750px",
      maxHeight: maxHeight,
      modal: true,
      visible: false,
      resizable: false,
      activate: function() {
        window_stack.push(function(e) {
          if ( editPartnerModel.sourceDirty ) {
            e.preventDefault();
            discardDialog.open();
          } else {
            editPartnerDialog.close(e);
          }
        });
        $("#achPartnerEditor").scrollTop(0);
      },
      close: function(e) {
        // remove window from stack
        if (editPartnerModel.sourceDirty) {
          var fn = window_stack[window_stack.length-1];
          var rtrn = fn(e);
        } else {
          window_stack.pop();
          $.homecuValidator.setup({
            formValidate: "achEditTemplate",
            formStatusField: "formStatus"
          });
        }
      }
    }).data("kendoWindow");

    // This is used to show both the partners not selected and the partners not matched.
    csvInfoDialog = $("#csvInfoDialog").kendoDialog({
      visible: false,
      title: "",
      content: "",
      minWidth: 350,
      show: function(e) {
        // add the close function to the window stack
        window_stack.push(function(e) {
          csvInfoDialog.close(e);
        });
      },
      close: function(e) {
        // remove the close function from the window stack
        window_stack.pop();
      },
      actions: [{text: "<?php echo $MC->msg("Close", HCU_DISPLAY_AS_JS) ?>",
                      primary: true}]
    }).data("kendoDialog");

    discardDialog = $("#discardDialog").kendoDialog({
      visible: false,
      title: "<?php echo $MC->msg("ACH Discard Changes?", HCU_DISPLAY_AS_JS) ?>",
      content: "<?php echo $MC->msg("ACH Discard changes warning", HCU_DISPLAY_AS_JS) ?>" + "<br><br>" + "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?>",
      show: function(e) {
        // add the close function to the window stack
        window_stack.push(function(e) {
          discardDialog.close(e);
        });
      },
      close: function(e) {
        // remove the close function from the window stack
        window_stack.pop();
      },
      actions: [{
        text: "<?php echo $MC->msg("Cancel", HCU_DISPLAY_AS_JS) ?>",
        action: function(e) {
          // ** Close the current dialog
          }
        }, {
        text: "<?php echo $MC->msg("ACH Continue", HCU_DISPLAY_AS_JS) ?>",
        primary: true,
        action: function(e) {
          // clear any dirty flags
          editTemplateModel.ClearDirty();
          editPartnerModel.reset();

          // remove this dialog's close
          window_stack.pop();

          /* ** DISCARD CHANGES by calling prior window's close ** */
          var fn = window_stack[window_stack.length - 1];
          var ret = fn(e);
        }
      }]
    }).data("kendoDialog");

    // This is used in the edit dialog but needs to be outside of the Show event so
    //  it won't get duplicated.
    $("#achPartnerType").kendoDropDownList({
      dataTextField: "display",
      dataValueField: "type",
      dataSource: achPartnerTypes
    });

    // handle clicking on the ach type button group
    $("#achTypeSingle").click( function(e) {
      $("#achFeatureChoice").val( "<?php echo $batchButton ?>" );
      $("#formChangeType").submit();
    });

    // set up masks this way because mvvm mask for digits doesn't work
    $("input[name=\"achPartnerZip\"]").kendoMaskedTextBox({
      mask: "00000-9999",
      clearPromptChar: true
    });

    $("input[name=\"achPartnerRouting\"]").kendoMaskedTextBox({
      mask: "000000000",
      clearPromptChar: true
    });

    kendo.data.binders.required = kendo.data.Binder.extend({
      refresh: function() {
        var required = this.bindings.required.get();
        if (required) {
          this.element.setAttribute("required", "required");
        } else {
          this.element.removeAttribute("required");
        }
      }
    });

    $("#csvUploaderLink").click(function() {
      uploadCSVDialog.open();
    });

    $("#csvNotSelected").click(function() {
      // set the title
      var title = "<?php echo $MC->msg("ACH Not Selected", HCU_DISPLAY_AS_JS) ?>";

      // build up the content
      var content = "";

      if ( csvNotSelected && csvNotSelected.length ) {
        content = content + "<ul style='list-style: none'>";

        for ( var i = 0; i < csvNotSelected.length; i++ ) {
          content = content + "<li>" + csvNotSelected[i] + "</li>";
        }

        content = content + "</ul>";
      } else {
        content = content + "<?php echo $MC->msg("None", HCU_DISPLAY_AS_JS) ?><br><br>";
      }

      csvInfoDialog.title(title).content(content).open();
    });

    $("#csvNotMatched").click(function() {
      // set the title
      var title = "<?php echo $MC->msg("ACH Not Matched", HCU_DISPLAY_AS_JS) ?>";

      // build up the content
      var content = "";

      if ( csvNotMatched &&  csvNotMatched.length ) {
        content = content + "<ul style='list-style: none'>";

        for ( var i = 0; i < csvNotMatched.length; i++ ) {
          content = content + "<li>" + csvNotMatched[i] + "</li>";
        }

        content = content + "</ul>";
      } else {
        content = content + "<?php echo $MC->msg("None", HCU_DISPLAY_AS_JS) ?><br><br>";
      }

      csvInfoDialog.title(title).content(content).open();
    });

    homecuTooltip.bind({
      companyNameTip: "<?php echo $MC->msg("ACH Company Name Help", HCU_DISPLAY_AS_JS) ?>"
    });

    // Confirmation dialog
    $("#confirmationWindow").kendoDialog({
      title: "<?php echo $MC->msg('ACH Batch Confirmation'); ?>",
      width: "85%",
      maxWidth: "768px",
      minWidth: "300px",
      modal: true,
      visible: false,
      resizable: false,
      actions: [
        {
          text: "<?php echo $MC->msg('Close', HCU_DISPLAY_AS_JS); ?>",
          primary: true
        }
      ],
      show: function(e) {
        windowStack.push(this);
      },
      close: function(e) {
        windowStack.pop();

        // Reset to step one for another transfer
        

        // Reset validator to use page status field.
        $.homecuValidator.settings.formStatusField = "formStatus";
        $.homecuValidator.settings.formInfoTitle = "";
      }
    });
  }

  function InitScreen() {
    InitDataSources();
    InitDataViews();

    // initialize then display
    $("#ach-payment").show();
  }

  function ShowConfirmation(txn) {
    var confirmationTemplate = kendo.template($("#confirmationTemplate").html());
    var confirmationDisplay = confirmationTemplate(txn);

    $("#confirmationWindow").data("kendoDialog").content(confirmationDisplay);
    $("#confirmationWindow").data("kendoDialog").open();
  }

  $(document).ready(function(){
    if (terms) {
      ShowNotice('<?php echo $termsURLACH; ?>', "<?php echo $termsLinkDisplayACH ?>",
        function() {
          InitScreen();
          if (notice) {
            ShowNotice('<?php echo $noticeURLACH; ?>', "<?php echo $noticeLinkDisplayACH ?>");
          }
        },
        function() {
          // if they do not accept, send them to banking accounts screen
          ShowWaitWindow();

          var urlInit = window.location.href.substring(0, window.location.href.indexOf("hcu"));
          var urlCu = "<?php echo $Cu ?>";
          var urlPage = "hcuAccounts.prg";
          var urlRedirect = urlInit + urlPage + "?cu=" + urlCu;

          window.location.replace(urlRedirect);
        }
      );
    } else if (notice) {
      InitScreen();
      ShowNotice('<?php echo $noticeURLACH; ?>', "<?php echo $noticeLinkDisplayACH ?>");
    } else {
      InitScreen();
    }
  });   // end ready function

  // Handle clicking on the overlay
  $(document).on("click", ".k-overlay", function (e) {
    if(windowStack.length > 0) {
      // get the close function from the stack, without poping it (the close will pop it)
      var win = windowStack[windowStack.length - 1];
      win.close();
    }
  });
</script>

<div id="confirmationWindow"></div>
<div id="disclosureWindow" name="disclosureWindow"></div>
<style type="text/css">
/**
 * Tab directives:
 */
  .local-subleft  { float:left; }
  .local-subname  { font-weight: 500; }
  .local-subright { float:right; }

  .tabFooter > div {
    border-top: 2px solid rgba(0,0,0,.37);
  }

  .tabSpacer {
    margin-top: 10px;
  }
  .tabHide {
    display:none;
  }
        #ach-payment {
          max-width: 700px;
          margin-left: 0px;
        }
        #templateList {
            padding: 10px 5px;
            margin-bottom: -1px;
            max-width: 800px;
        }
        .tmpl {
            float: left;
            position: relative;
            margin: 5px;
            padding: 5px;
            border: 1px solid black;
            border-radius: 5px;
        }
        .tmplMeta {
            height: 150px;
            width: 200px;
            overflow-y: scroll;
            overflow-x: scroll;
        }
        .tmpl h3 {
            margin: 0;
            padding: 3px 5px 0 0;
            white-space: nowrap;
            line-height: 1.2em;
            font-size: 1em;
            font-weight: 600;
            text-transform: uppercase;
            color: rgba(0,0,0,.56);
        }
        .tmpl p {
            margin: 0;
            padding: 3px 5px 0 0;
            white-space: nowrap;
            font-size: .8em;
            font-weight: normal;
            color: rgba(0,0,0,.56);
        }
        .tmpl .p#add-template {
          color: green;
        }
        .k-listview:after {
            content: ".";
            display: block;
            height: 0;
            clear: both;
            visibility: hidden;
        }
        div.icon-container {
            position: relative;
            height: 1em;
        }

        div.left-icon {
            position: absolute;
            bottom: 10px;
            left: 10px;
        }
        div.right-icon {
            position: absolute;
            bottom: 10px;
            right: 10px;
        }
        .k-grid .k-grid-content tr:hover {
          cursor: pointer;
        }
        .k-grid .partner-details, .k-grid .partner-edits {
          border-left-width: 0;
        }
        .partner-details .partner-name {
          font-weight: 600;
        }
        .partner-details .partner-address {
          color: rgba(0,0,0,.87);
          font-size: smaller;
          font-weight: 400;
          float: right;
        }
        .partner-edits a {
          padding-left: 5px;
        }

        #achPartnerChooser .k-grid-content {
          max-height: 120px;
        }

        .hcu-scrolling-dialog {
          overflow-y: auto;
        }
        .hcu-sub-text {
          color: rgba(0,0,0,.54);
        }
        .ach-title {
          font-size: 24px;
          font-weight: 500;
          margin-top: 5px;
          margin-bottom: 5px;
        }
        .ach-switch-button {
          margin-bottom: 15px;
        }
        .csv-uploader-style, .csv-not-matched-style {
          text-align: right;
        }
        .local-link-style a:link, a:visited, a:hover, a:active {
          text-decoration: none;
          cursor: pointer;
        }
        .local-sm-align-right {
          text-align:left;
        }

        /* dropzone customization */
        div.k-dropzone {
            border: 0px solid;
        }

        .dropZoneArea .k-dropzone-active {
            border: 1px solid red;
        }

        .dropZoneArea .k-dropzone-active.k-dropzone-hovered {
            border: 1px solid green;
        }

        .upload-hint {
            line-height: 22px;
            color: #aaa;
            font-style: italic;
            font-size: .9em;
            padding-top: 1em;
        }

        /* Small devices @screen-sm-min (tablets, 768px and up) */
        @media (min-width: 768px) {
          .local-sm-align-right {
            text-align: right;
          }
        }

        /* Medium devices @screen-md-min (desktops, 992px and up) */
        @media (min-width: 992px) {
        }

    .response-label {
      font-weight: bold;
    }

    .local-transfer-msg {
      padding: 1em;
    }
    </style>
    <script type="text/x-kendo-template" id="templateTemplate">
      <div class="tmpl">
          <div class="tmplMeta" onClick='javascript:SelectTemplate(#= templateId #);'>
            <h3>#:templateName#</h3>
            # if ( templateId == -1 ) { #
              <p id="add-template"><?php echo $MC->msg("ACH Click add template", HCU_DISPLAY_AS_HTML) ?></p>
            # } else { #
              <p>Last edit <b>#:templateMeta.last_edit#</b></p>
              <p>Submitted <b>#:templateMeta.last_proc#</b></p>
              <p>Template Total <b>#:kendo.toString(templateMeta.total, "c")#</b></p>
              <p>Partners <b>#:templateMeta.count#</b></p>
              <p>Type <b>#:templateMeta.type#</b></p>
              <p>&nbsp;</p>
              <p>&nbsp;</p>
            # } #
          </div>
          # if ( templateId != -1 ) { #
            <div id="icon-container">
              <a href="javascript:ShowDeleteTemplate('#= templateId #')"><div class="left-icon fa fa-trash"></div></a>
              <a href="javascript:ShowEditTemplate('#= templateId #')"><div class="right-icon fa fa-pencil"></div></a>
            </div>
          # } #
      </div>
    </script>
    <script id="partnerRow" type="text/x-kendo-template">
      <tr>
        <td>
          <label>
          <input type="checkbox" # if ( inBatch ) { # CHECKED # } # class="in-batch-checkbox" name="inBatch" value="1" onClick="javascript: SetPartnerInBatch( #:partnerId#, this.checked);">
          </label>
        </td>
        <td class="partner-details">
         <span class="partner-name">#: partnerDisplayName#</span>
         <span class="partner-address">#: showPartnerAddress#</span><br>
        </td>
        <td class="partner-edits">
         <a href="javascript:ShowRemovePartner('#= partnerId #')"><div id="deleteTip" class="fa fa-trash"></div></a>
         <a href="javascript:ShowEditPartner('#= partnerId #')"><div id="editTip" class="fa fa-pencil"></div></a>
        </td>
     </tr>
    </script>
    <script id="batchTemplate" type="text/x-kendo-template">
        # for (var i = 0; i < data.length; i++) { #
          <div class="form-group">
            <div class="col-xs-12 visible-xs-block h4">#= data[i].name#</div>
            <div class="col-sm-3 hidden-xs">#= data[i].name#</div>
            <label class="col-xs-12 visible-xs-block"><?php echo $MC->msg("Amount", HCU_DISPLAY_AS_JS) ?></label>
            <div class="col-xs-12 col-sm-3"><input value="#: kendo.toString(data[i].amount, '0.00') #" type="text" pattern="" id="amount#: data[i].id#" class="hcu-all-100 batch-amount" maxlength="15" required></div>
            <label class="col-xs-12 visible-xs-block"><?php echo $MC->msg("ACH Addenda", HCU_DISPLAY_AS_JS) ?></label>
            <div class="col-xs-12 col-sm-4"><input value="#: data[i].addenda #" type="text" id='addenda#: data[i].id#' class="k-textbox hcu-all-100" maxlength="100" onchange="javascript:UpdateBatchAddenda(#: data[i].id#)"></div>
            <label class="col-xs-12 visible-xs-block"><?php echo $MC->msg("Notify", HCU_DISPLAY_AS_JS) ?></label>
            <div class="col-xs-12 col-sm-2"><input value='1' # if ( data[i].notify ) {# CHECKED #}# type="checkbox" id='notify#: data[i].id#' onchange="javascript:UpdateBatchNotify(#: data[i].id#)" # if (data[i].disable) {# DISABLED #}#></div>
          </div>
        # } #
    </script>

    <div id="deleteDialog"></div>
    <div id="editDialog"></div>
    <div id="discardDialog"></div>
    <div id="successDialog"></div>
    <div id="removePartnerDialog"></div>
    <div id="csvDialog"></div>
    <div id="csvInfoDialog"></div>
    <div class="k-content container-fluid" id="ach-payment" style="display: none;">
      <div class='ach-title'><?php echo $pageTitle ?></div>
      <form method="post" id="formChangeType" name="formChangeType" action='<?php echo $HB_ENV["loginpath"]."/{$HB_ENV['currentscript']}?".$HB_ENV["cuquery"] ?>'>
        <input type='hidden' id="achFeatureChoice" name='ach_feature' value='' />
      </form>
      <div class="col-xs-12">
        <div class="row">
          <div class="col-xs-4 ach-switch-button">
            <div class="btn-group" role="group" aria-label="...">
              <button type="button" id="achTypeSingle" class="btn btn-default"><?php echo $MC->msg("ACH Single", HCU_DISPLAY_AS_HTML); ?></button>
              <button type="button" id="achTypeBatch" class="btn btn-primary"><?php echo $MC->msg("ACH Batch", HCU_DISPLAY_AS_HTML); ?></button>
            </div>
          </div>

          <div class="col-xs-8 text-right">
            <label><?php echo $MC->msg("ACH Company Name Label", HCU_DISPLAY_AS_HTML); ?>: <span class="fa fa-question-circle-o" id="companyNameTip"></span></label><br>
            <span> <?php echo $companyData['group_name']; ?></span>
          </div>
        </div>
      </div>
      <div class="row">
        <div class="col-xs-12">
          <div id="stepName"><?php echo $progressStep1; ?></div>
        </div>
      </div>
      <div class="row">
        <div class="col-xs-12">
          <div id="progressBar" class="hcu-all-100"></div>
        </div>
      </div>
      <div class="row">
        <div class="col-xs-12">&nbsp;</div>
      </div>
      <?php // this tab is for choosing a template
      ?>
      <div class="tabTemplate tabHide" id="achTemplate">
          <div class="tabContents">
          <div class="well well-sm">
            <div id="templateList"></div>
          </div>
        </div>
        </div>
      <?php // this tab is for editing the template
      ?>
        <div class="tabPayment tabHide" id="achEditTemplate">
        <div class="tabContents">
          <div class="form-horizontal">
            <div class="well well-sm">
              <div class="form-group">
                <label class="col-sm-4 col-xs-12 control-label"><?php echo $MC->msg("ACH Type", HCU_DISPLAY_AS_HTML); ?><span class="hcu-required-field"><sup>*</sup></span></label>
                <div class="col-sm-8 col-xs-12">
                    <label class="radio-inline">
                      <input type='radio'
                             name='ach_entry_type'
                             value='PPD'
                             data-bind="checked: achType"
                             required>&nbsp;<?php echo $MC->msg("ACH PPD", HCU_DISPLAY_AS_HTML); ?>
                    </label>
                    <label class="radio-inline">
                      <input type='radio' name='ach_entry_type' value='CCD' data-bind="checked: achType">&nbsp;<?php echo $MC->msg("ACH CCD", HCU_DISPLAY_AS_HTML); ?>
                    </label>
                </div>
              </div>
              <div class="form-group">
                <div class="hidden-xs col-sm-4">&nbsp;</div>
                <div class="col-xs-12 col-sm-8"><span class="hcu-required-field"><sup>*</sup></span><?php echo $MC->msg("ACH Required", HCU_DISPLAY_AS_HTML); ?></div>
              </div>
              <div data-bind="visible: achType">
                <div class="hcu-filter-group">
                  <div class="form-group">
                    <div class="col-xs-12 h4"><?php echo $MC->msg("ACH Add Partners Template", HCU_DISPLAY_AS_HTML); ?></div>
                  </div>
                  <div class="form-group">
                    <div class="col-xs-12 visible-xs-block"><div id="achPartnerDD" class="hcu-all-100"></div></div>
                    <div class="col-sm-10 col-sm-offset-1 hidden-xs"><div id="achPartnerChooser" class="hcu-all-100"></div></div>
                  </div>
                  <div class="form-group">
                    <div class="col-sm-2 hidden-xs">&nbsp;</div>
                    <div class="col-sm-2 col-sm-offset-0 col-xs-10 col-xs-offset-1">
                      <label class="checkbox-inline">
                        <input type="checkbox"  id="achPartnerFilterPayee" class="partner-filter-chooser">&nbsp;<?php echo $MC->msg("ACH Payee", HCU_DISPLAY_AS_HTML); ?>
                      </label>
                    </div>
                    <div class="col-sm-2 col-sm-offset-0 col-xs-10 col-xs-offset-1">
                      <label class="checkbox-inline">
                        <input type="checkbox"  id="achPartnerFilterPayroll" class="partner-filter-chooser">&nbsp;<?php echo $MC->msg("ACH Payroll", HCU_DISPLAY_AS_HTML); ?>
                      </label>
                    </div>
                    <div class="col-sm-2 col-sm-offset-0 col-xs-10 col-xs-offset-1">
                      <label class="checkbox-inline">
                        <input type="checkbox"  id="achPartnerFilterPayor" class="partner-filter-chooser">&nbsp;<?php echo $MC->msg("ACH Payor", HCU_DISPLAY_AS_HTML); ?>
                      </label>
                    </div>
                    <div class="col-sm-2 col-sm-offset-0 col-xs-10 col-xs-offset-1">
                      <label class="checkbox-inline">
                        <input type="checkbox"  id="achPartnerFilterUnassigned" class="partner-filter-chooser">&nbsp;<?php echo $MC->msg("ACH Unassigned", HCU_DISPLAY_AS_HTML); ?>
                      </label>
                    </div>
                  </div>
                  <div class="form-group">
                    <div class="col-sm-5 col-sm-offset-1 col-xs-12">
                      <button id="addPartnerButton" class="">
                        <span class="fa fa-plus"></span>
                        <span>&nbsp;<?php echo $MC->msg("ACH Add Partner", HCU_DISPLAY_AS_HTML); ?></span>
                      </button>
                    </div>
                  </div>
                </div>
              </div>
              <div class="row">
                <div class="col-xs-12">&nbsp;</div>
              </div>
              <div data-bind="visible: achType">
                <div class="row">
                  <div class="col-xs-12 h4"><?php echo $batchActivity ?></div>
                </div>
                <div class="form-group">
                  <label class="col-sm-4 col-xs-12 local-sm-align-right"><?php echo $MC->msg("ACH Template Name", HCU_DISPLAY_AS_HTML); ?></label>
                  <div class="col-sm-8 col-xs-12"><span data-bind="text: achTemplateName"></span></div>
                </div>
                 <div class="row">
                  <div class="hidden-xs col-sm-10 small hcu-sub-text"><?php echo $MC->msg("ACH Template change note", HCU_DISPLAY_AS_HTML); ?></div>
                  <div class="hidden-xs col-sm-2 csv-uploader-style local-link-style"><a id="csvUploaderLink" class=""><?php echo $MC->msg("CSV File", HCU_DISPLAY_AS_HTML); ?></a></div>
                </div>
                <div class="form-group">
                  <div class="col-xs-12"><div id="partnerGrid"></div></div>
                </div>
              </div>
            </div>
          </div>
          </div>
        </div>
      <?php // this tab is for setting batch amounts
      ?>
        <div class="tabPayment tabHide" id="achBatchRemote">
          <div class="tabContents form-horizontal">
              <div class="form-group">
                <div class="hidden-xs col-sm-6 local-link-style"><a id="csvNotSelected" style="display:none;"><?php echo $MC->msg("ACH Not Selected", HCU_DISPLAY_AS_HTML); ?> <span class='fa fa-exclamation-triangle k-error-colored'></span></a></div>
                <div class="hidden-xs col-sm-6 csv-not-matched-style local-link-style"><a id="csvNotMatched" style="display:none;"><?php echo $MC->msg("ACH Not Matched", HCU_DISPLAY_AS_HTML); ?> <span class='fa fa-exclamation-triangle k-error-colored'></a></div>
              </div>
          <div class="well well-sm">
            <div class="form-group">
              <div class="col-xs-12 h4"><?php echo $MC->msg('ACH Batch Amounts', HCU_DISPLAY_AS_HTML) ?></div>
            </div>
            <div class="form-group hidden-xs">
              <label class="col-sm-3"><?php echo $MC->msg('Name', HCU_DISPLAY_AS_HTML) ?></label>
              <label class="col-sm-3"><?php echo $MC->msg('Amount', HCU_DISPLAY_AS_HTML) ?></label>
              <label class="col-sm-4"><?php echo $MC->msg('ACH Addenda', HCU_DISPLAY_AS_HTML) ?></label>
              <label class="col-sm-2"><?php echo $MC->msg('Notify', HCU_DISPLAY_AS_HTML) ?>&nbsp;<span class="fa fa-question-circle-o" id="achAmountNotifyTip"></span></label>
            </div>
            <div class="form-group">
              <div class="col-xs-12"><div id="batchGrid"></div></div>
            </div>
            <div class="form-group">
              <label class="col-sm-3 col-xs-3"><?php echo $MC->msg('ACH Batch Total', HCU_DISPLAY_AS_HTML) ?></label>
              <div class="col-sm-9 col-xs-9"><span data-format="c2" data-bind="text: achBatchTotal"></span></div>
            </div>
            <div class="form-group">
              <div class="col-sm-3 col-xs-3"><label for="updateTemplateFlag" class=""><?php echo $MC->msg('ACH Update Template', HCU_DISPLAY_AS_HTML) ?></label> <span id='updateTemplateTip'><span class='fa fa-question-circle-o'></span></span></div>
              <div class="col-sm-9 col-xs-9"><input type="checkbox" id="updateTemplateFlag" name="updateTemplateFlag" data-bind="checked: achUpdateTemplate"></span></div>
            </div>
          </div>
        </div>
        </div>
      <?php // this tab is for setting withdrawl/deposit account information (for payments or collections)
      ?>
        <div class="tabPayment tabHide" id="achLocal">
          <div class="tabContents">
          <div class="form-horizontal">
            <div class="well well-sm">
              <div class="form-group">
                <div class="col-xs-12 h4"><?php echo $MC->msg('ACH Account Info', HCU_DISPLAY_AS_HTML) ?></div>
              </div>
              <div class="form-group">
                <label class="col-xs-12 col-sm-3 control-label"><?php echo $accountTypeWords ?><span class="hcu-required-field"><sup>*</sup></span></label>
                <div class="col-xs-12 col-sm-9 col-md-6"><input id="achSubAcctList"
                                                       name="achSubAcctList"
                                                       class="hcu-all-100"
                                                       data-bind="value: achSubAcctSelected"
                                                       validationMessage="<?php echo $MC->msg("Please select an account", HCU_DISPLAY_AS_HTML); ?>"
                                                       required /></div>
              </div>
              <div class="form-group">
                <label class="col-xs-12 col-sm-3 control-label"><?php echo $MC->msg('ACH Effective Date', HCU_DISPLAY_AS_HTML) ?><span class="hcu-required-field"><sup>*</sup></span></label>
                <div class="col-xs-12 col-sm-4"><input id="achEffDate"
                                                       name="achEffDate"
                                                       class="hcu-xs-100-only"
                                                       data-bind="value: achEffDate"
                                                       homecu-match='date'
                                                       homecu-dategtvalue="<?php echo $initialEffDate; ?>"
                                                       homecu-dategttype="string"
                                                       validationMessage="<?php echo $MC->msg("ACH Date in past", HCU_DISPLAY_AS_HTML); ?>"
                                                       required /></div>
                <div class="col-xs-12 col-sm-5 hcu-secondary">
                  <span class="hcu-secondary-alt-text"><?php echo $achCutoffMessageString; ?></span>
                </div>
              </div>
              <div class="form-group">
                <label class="col-xs-12 col-sm-3 control-label"><?php echo $MC->msg("ACH Memo", HCU_DISPLAY_AS_HTML); ?></label>
                <div class="col-xs-12 col-sm-9 col-md-6"><input type="text" class="k-textbox hcu-all-100" placeholder="<?php echo $MC->msg('ACH memo reminder', HCU_DISPLAY_AS_HTML) ?>" maxlength="100" data-bind="value: achMemo" /></div>
              </div>
              <div class="form-group">
                <div class="hidden-xs col-sm-3">&nbsp;</div>
                <div class="col-xs-12 col-sm-6"><span class="hcu-required-field"><sup>*</sup></span><?php echo $MC->msg('ACH Required', HCU_DISPLAY_AS_HTML) ?></div>
              </div>
            </div>
          </div>
        </div>
        </div>
      <?php // this footer is for all pages
      ?>
      <div class=" tabFooter hcu-template">
        <div class="hcu-edit-buttons k-state-default">
          <span class="hcu-icon-delete">
            <a id="backButton" class="k-link" data-bind="visible: showBack, events:{ click: backClick }"><?php echo $MC->msg('Back', HCU_DISPLAY_AS_HTML) ?></a>
          </span>
          <a class="k-button k-primary" id="nextButton" data-bind="disabled: disableSaveButton, events:{ click: nextClick }"><?php echo $MC->msg('Next', HCU_DISPLAY_AS_HTML) ?></a>
        </div>
      </div>
    </div>

<script id="confirmationTemplate" type="text/x-kendo-tmpl">
  <div id="confirmationStatus"></div>
  <div id="responseDiv">
    <div class="local-transfer-msg">
      <?php echo $MC->msg('ACH Batch Posted', HCU_DISPLAY_AS_JS); ?>
    </div>

    # if (data)  { #
      # for (i=0; i < data.length; i++ ) { #
        <div class="row">
          <div class="col-xs-6 text-right">
            <span class="response-label">#= data[i]['label'] #:</span>
          </div>
          <div class="col-xs-6">
            <span class="response-field">#= data[i]['caption'] #</span>
          </div>
        </div>
      # } #
    # } #
    <div>&emsp;</div>
  </div>
</script>
  <?php

    } else {
      // wasn't an allowed operation
      throw new Exception( HCU_JsonEncode( $MC->msg('Feature Unavailable', HCU_DISPLAY_AS_HTML) ), 915 );
    }
  } catch (Exception $ex) {
    // * Include the Error page and then end the content
    // NOTE: this is for when the page is first loading
    $serviceErrorMsg = HCU_JsonDecode($ex->getMessage());

    $serviceErrorCode = $ex->getCode();   // this chooses which error page to show

    require_once(dirname(__FILE__) . '/../includes/hcuErrorPage.i');
  }
    /*
     * ** END CONTENT
     */


    // ** INCLUDE POST CONTENT SCRIPT
    require_once(dirname(__FILE__) . '/../includes/hcuPostContent.i');