quotation reports, RT#16996

6 files changed, 504 insertions, 1 deletions

diff --git a/FS/FS/AccessRight.pm b/FS/FS/AccessRight.pm
index d6e0adb..26867c3 100644
--- a/FS/FS/AccessRight.pm
+++ b/FS/FS/AccessRight.pm
@@ -264,6 +264,7 @@ tie my %rights, 'Tie::IxHash',
     'List all customers',
     'Advanced customer search',
     'List zip codes', #NEW
+    'List quotations',
     'List invoices',
     'List packages',
     'Summarize packages',
diff --git a/FS/FS/access_right.pm b/FS/FS/access_right.pm
index 22fe94d..397b456 100644
--- a/FS/FS/access_right.pm
+++ b/FS/FS/access_right.pm
@@ -197,6 +197,7 @@ sub _upgrade_data { # class method
     'Unsuspend customer package'          => 'Unsuspend customer',
     'New prospect'                        => 'Generate quotation',
     'Delete invoices'                     => 'Void invoices',
+    'List invoices'                       => 'List quotations',
 
     'List services'    => [ 'Services: Accounts',
                             'Services: Domains',
diff --git a/FS/FS/quotation.pm b/FS/FS/quotation.pm
index 9e7723c..bf2711b 100644
--- a/FS/FS/quotation.pm
+++ b/FS/FS/quotation.pm
@@ -147,7 +147,34 @@ sub cust_bill_pkg { #actually quotation_pkg objects
   qsearch('quotation_pkg', { quotationnum=>$self->quotationnum });
 }
 
-=back
+=item total_setup
+
+=cut
+
+sub total_setup {
+  my $self = shift;
+  $self->_total('setup');
+}
+
+=item total_recur [ FREQ ]
+
+=cut
+
+sub total_recur {
+  my $self = shift;
+#=item total_recur [ FREQ ]
+  #my $freq = @_ ? shift : '';
+  $self->_total('recur');
+}
+
+sub _total {
+  my( $self, $method ) = @_;
+
+  my $total = 0;
+  $total += $_->$method() for $self->cust_bill_pkg;
+  sprintf('%.2f', $total);
+
+}
 
 =item enable_previous
 
@@ -155,6 +182,130 @@ sub cust_bill_pkg { #actually quotation_pkg objects
 
 sub enable_previous { 0 }
 
+=back
+
+=head1 CLASS METHODS
+
+=over 4
+
+
+=item search_sql_where HASHREF
+
+Class method which returns an SQL WHERE fragment to search for parameters
+specified in HASHREF.  Valid parameters are
+
+=over 4
+
+=item _date
+
+List reference of start date, end date, as UNIX timestamps.
+
+=item invnum_min
+
+=item invnum_max
+
+=item agentnum
+
+=item charged
+
+List reference of charged limits (exclusive).
+
+=item owed
+
+List reference of charged limits (exclusive).
+
+=item open
+
+flag, return open invoices only
+
+=item net
+
+flag, return net invoices only
+
+=item days
+
+=item newest_percust
+
+=back
+
+Note: validates all passed-in data; i.e. safe to use with unchecked CGI params.
+
+=cut
+
+sub search_sql_where {
+  my($class, $param) = @_;
+  #if ( $DEBUG ) {
+  #  warn "$me search_sql_where called with params: \n".
+  #       join("\n", map { "  $_: ". $param->{$_} } keys %$param ). "\n";
+  #}
+
+  my @search = ();
+
+  #agentnum
+  if ( $param->{'agentnum'} =~ /^(\d+)$/ ) {
+    push @search, "( prospect_main.agentnum = $1 OR cust_main.agentnum = $1 )";
+  }
+
+#  #refnum
+#  if ( $param->{'refnum'} =~ /^(\d+)$/ ) {
+#    push @search, "cust_main.refnum = $1";
+#  }
+
+  #prospectnum
+  if ( $param->{'prospectnum'} =~ /^(\d+)$/ ) {
+    push @search, "quotation.prospectnum = $1";
+  }
+
+  #custnum
+  if ( $param->{'custnum'} =~ /^(\d+)$/ ) {
+    push @search, "cust_bill.custnum = $1";
+  }
+
+  #_date
+  if ( $param->{_date} ) {
+    my($beginning, $ending) = @{$param->{_date}};
+
+    push @search, "quotation._date >= $beginning",
+                  "quotation._date <  $ending";
+  }
+
+  #quotationnum
+  if ( $param->{'quotationnum_min'} =~ /^(\d+)$/ ) {
+    push @search, "quotation.quotationnum >= $1";
+  }
+  if ( $param->{'quotationnum_max'} =~ /^(\d+)$/ ) {
+    push @search, "quotation.quotationnum <= $1";
+  }
+
+#  #charged
+#  if ( $param->{charged} ) {
+#    my @charged = ref($param->{charged})
+#                    ? @{ $param->{charged} }
+#                    : ($param->{charged});
+#
+#    push @search, map { s/^charged/cust_bill.charged/; $_; }
+#                      @charged;
+#  }
+
+  my $owed_sql = FS::cust_bill->owed_sql;
+
+  #days
+  push @search, "quotation._date < ". (time-86400*$param->{'days'})
+    if $param->{'days'};
+
+  #agent virtualization
+  my $curuser = $FS::CurrentUser::CurrentUser;
+  #false laziness w/search/quotation.html
+  push @search,' (    '. $curuser->agentnums_sql( table=>'prospect_main' ).
+               '   OR '. $curuser->agentnums_sql( table=>'cust_main' ).
+               ' )    ';
+
+  join(' AND ', @search );
+
+}
+
+=back
+
 =head1 BUGS
 
 =head1 SEE ALSO
diff --git a/httemplate/elements/menu.html b/httemplate/elements/menu.html
index c656cb9..b2141e9 100644
--- a/httemplate/elements/menu.html
+++ b/httemplate/elements/menu.html
@@ -94,6 +94,11 @@ tie my %report_prospects, 'Tie::IxHash',
   'Advanced prospect reports' => [ $fsurl. 'search/report_prospect_main.html', '' ],
 ;
 
+tie my %report_quotations, 'Tie::IxHash',
+  'List quotations' => [ $fsurl. 'search/quotation.html', '' ],
+  'Advanced quotation reports' => [ $fsurl. 'search/report_quotation.html', '' ],
+;
+
 tie my %report_customers_lists, 'Tie::IxHash',
   'by customer number' => [ $fsurl. 'search/cust_main.cgi?browse=custnum', '' ],
   'by last name' => [ $fsurl. 'search/cust_main.cgi?browse=last', '' ],
@@ -344,6 +349,8 @@ if($curuser->access_right('Financial reports')) {
 tie my %report_menu, 'Tie::IxHash';
 $report_menu{'Prospects'}   = [ \%report_prospects, 'Prospect reports' ]
   if $curuser->access_right('List prospects');
+$report_menu{'Quotations'}  = [ \%report_quotations, 'Quotation reports' ]
+  if $curuser->access_right('List quotations');
 $report_menu{'Customers'}   = [ \%report_customers, 'Customer reports'  ]
   if $curuser->access_right('List customers');
 $report_menu{'Invoices'}    =  [ \%report_invoices,  'Invoice reports'   ]
diff --git a/httemplate/search/quotation.html b/httemplate/search/quotation.html
new file mode 100755
index 0000000..259c85c
--- /dev/null
+++ b/httemplate/search/quotation.html
@@ -0,0 +1,268 @@
+<& elements/search.html,
+                 'title'       => emt('Quotation Search Results'),
+                 'html_init'   => $html_init,
+                 'menubar'     => $menubar,
+                 'name'        => 'quotations',
+                 'query'       => $sql_query,
+                 'count_query' => $count_query,
+                 'count_addl'  => $count_addl,
+                 'redirect'    => $link,
+                 'header'      => [ emt('Quotation #'),
+                                    emt('Setup'),
+                                    emt('Recurring'),
+                                    emt('Date'),
+                                    emt('Prospect'),
+                                    emt('Customer'),
+                                  ],
+                 'fields'      => [
+                   'quotationnum',
+                   sub { $money_char. shift->total_setup },
+                   sub { $money_char. shift->total_recur },
+                   sub { time2str('%b %d %Y', shift->_date ) },
+                   sub { my $prospect_main = shift->prospect_main;
+                         $prospect_main ? $prospect_main->name : '';
+                       },
+                   sub { my $cust_main = shift->cust_main;
+                         $cust_main ? $cust_main->name : '';
+                       },
+                   #\&FS::UI::Web::cust_fields,
+                 ],
+                 'sort_fields' => [
+                   'quotationnum',
+                   '', #FS::quotation->total_setup_sql,
+                   '', #FS::quotation->total_recur_sql,
+                   '_date',
+                   '',
+                   '',
+                 ],
+                 'align' => 'rrrrll', #.FS::UI::Web::cust_aligns(),
+                 'links' => [
+                   $link,
+                   $link,
+                   $link,
+                   $link,
+                   $prospect_link,
+                   $cust_link,
+                   #( map { $_ ne 'Cust. Status' ? $clink : '' }
+                   #      FS::UI::Web::cust_header()
+                   #),
+                 ],
+#                 'color' => [ 
+#                              '',
+#                              '',
+#                              '',
+#                              '',
+#                              '',
+#                              FS::UI::Web::cust_colors(),
+#                            ],
+#                 'style' => [ 
+#                              '',
+#                              '',
+#                              '',
+#                              '',
+#                              '',
+#                              FS::UI::Web::cust_styles(),
+#                            ],
+&>
+<%init>
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+
+die "access denied"
+  unless $curuser->access_right('List quotations');
+
+my $join_prospect_main = 'LEFT JOIN prospect_main USING ( prospectnum )';
+my $join_cust_main = 'LEFT JOIN cust_main ON ( quotation.custnum = cust_main.custnum )';
+
+#here is the agent virtualization
+my $agentnums_sql = ' (    '. $curuser->agentnums_sql( table=>'prospect_main' ).
+                    '   OR '. $curuser->agentnums_sql( table=>'cust_main' ).
+                    ' )    ';
+
+my( $count_query, $sql_query );
+my $count_addl = '';
+my %search;
+
+#if ( $cgi->param('quotationnum') =~ /^\s*(FS-)?(\d+)\s*$/ ) {
+#
+#  my $where = "WHERE quotationnum = $2 AND $agentnums_sql";
+#  
+#  $count_query = "SELECT COUNT(*) FROM quotation $join_prospect_main $join_cust_main $where";
+#
+#  $sql_query = {
+#    'table'     => 'quotation',
+#    'addl_from' => "$join_prospect_main $join_cust_main",
+#    'hashref'   => {},
+#    'extra_sql' => $where,
+#  };
+#
+#} else {
+
+  #some false laziness w/cust_bill::re_X
+  my $orderby = 'ORDER BY quotation._date';
+
+  if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+    $search{'agentnum'} = $1;
+  }
+
+#  if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+#    $search{'refnum'} = $1;
+#  }
+
+  if ( $cgi->param('prospectnum') =~ /^(\d+)$/ ) {
+    $search{'prospectnum'} = $1;
+  }
+
+  if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
+    $search{'custnum'} = $1;
+  }
+
+  # begin/end/beginning/ending
+  my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi, '');
+  $search{'_date'} = [ $beginning, $ending ]
+    unless $beginning == 0 && $ending == 4294967295;
+
+  if ( $cgi->param('quotationnum_min') =~ /^\s*(\d+)\s*$/ ) {
+    $search{'quotationnum_min'} = $1;
+  }
+  if ( $cgi->param('quotationnum_max') =~ /^\s*(\d+)\s*$/ ) {
+    $search{'quotationnum_max'} = $1;
+  }
+
+  #amounts
+  $search{$_} = [ FS::UI::Web::parse_lt_gt($cgi, $_) ]
+    foreach qw( total_setup total_recur );
+
+#  my($query) = $cgi->keywords;
+#  if ( $query =~ /^(OPEN(\d*)_)?(invnum|date|custnum)$/ ) {
+#    $search{'open'} = 1 if $1;
+#    ($search{'days'}, my $field) = ($2, $3);
+#    $field = "_date" if $field eq 'date';
+#    $orderby = "ORDER BY cust_bill.$field";
+#  }
+
+#  if ( $cgi->param('newest_percust') ) {
+#    $search{'newest_percust'} = 1;
+#    $count_query = "SELECT COUNT(DISTINCT cust_bill.custnum), 'N/A', 'N/A'";
+#  }
+
+  my $extra_sql = ' WHERE '. FS::quotation->search_sql_where( \%search );
+
+  unless ( $count_query ) {
+    $count_query = 'SELECT COUNT(*)';
+  }
+  $count_query .=  " FROM quotation $join_prospect_main $join_cust_main $extra_sql";
+
+  $sql_query = {
+    'table'     => 'quotation',
+    'addl_from' => "$join_prospect_main $join_cust_main",
+    'hashref'   => {},
+    'select'    => join(', ',
+                     'quotation.*',
+                     #( map "cust_main.$_", qw(custnum last first company) ),
+                     'prospect_main.prospectnum as prospect_main_prospectnum',
+                     'cust_main.custnum as cust_main_custnum',
+                     #FS::UI::Web::cust_sql_fields(),
+                   ),
+    'extra_sql' => $extra_sql,
+    'order_by'  => $orderby,
+  };
+
+#}
+
+my $link  = [ "${p}view/quotation.html?", 'quotationnum', ];
+my $prospect_link = sub {
+  my $quotation = shift;
+  $quotation->prospect_main_prospectnum
+    ? [ "${p}view/prospect_main.html?", 'prospectnum' ]
+    : '';
+};
+
+my $cust_link = sub {
+  my $quotation = shift;
+  $quotation->cust_main_custnum
+    ? [ "${p}view/cust_main.cgi?", 'custnum' ]
+    : '';
+};
+
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
+
+my $html_init = join("\n", map {
+ ( my $action = $_ ) =~ s/_$//;
+ include('/elements/progress-init.html',
+           $_.'form',
+           [ keys %search ],
+           "../misc/${_}invoices.cgi",
+           { 'message' => "Invoices re-${action}ed" }, #would be nice to show the number of them, but...
+           $_, #key
+        ),
+ qq!<FORM NAME="${_}form">!,
+ ( map { my $f = $_;
+         my @values = ref($search{$f}) ? @{ $search{$f} } : $search{$f};
+         map qq!<INPUT TYPE="hidden" NAME="$f" VALUE="$_">!, @values;
+       }
+       keys %search
+ ),
+ qq!</FORM>!
+} qw( print_ email_ fax_ ftp_ spool_ ) ). 
+
+'<SCRIPT TYPE="text/javascript">
+
+function confirm_print_process() {
+  if ( ! confirm('.js_mt("Are you sure you want to reprint these invoices?").') ) {
+    return;
+  }
+  print_process();
+}
+function confirm_email_process() {
+  if ( ! confirm('.js_mt("Are you sure you want to re-email these invoices?").') ) {
+    return;
+  }
+  email_process();
+}
+function confirm_fax_process() {
+  if ( ! confirm('.js_mt("Are you sure you want to re-fax these invoices?").') ) {
+    return;
+  }
+  fax_process();
+}
+function confirm_ftp_process() {
+  if ( ! confirm('.js_mt("Are you sure you want to re-FTP these invoices?").') ) {
+    return;
+  }
+  ftp_process();
+}
+function confirm_spool_process() {
+  if ( ! confirm('.js_mt("Are you sure you want to re-spool these invoices?").') ) {
+    return;
+  }
+  spool_process();
+}
+
+</SCRIPT>';
+
+my $menubar = [];
+
+#if ( $curuser->access_right('Resend quotations') ) {
+#
+#  push @$menubar, emt('Print these invoices') =>
+#                    "javascript:confirm_print_process()",
+#                  emt('Email these invoices') =>
+#                    "javascript:confirm_email_process()";
+#
+#  push @$menubar, emt('Fax these invoices') =>
+#                    "javascript:confirm_fax_process()"
+#    if $conf->exists('hylafax');
+#
+#  push @$menubar, emt('FTP these invoices') =>
+#                    "javascript:confirm_ftp_process()"
+#    if $conf->exists('cust_bill-ftpformat');
+#
+#  push @$menubar, emt('Spool these invoices') =>
+#                    "javascript:confirm_spool_process()"
+#    if $conf->exists('cust_bill-spoolformat');
+#
+#}
+
+</%init>
diff --git a/httemplate/search/report_quotation.html b/httemplate/search/report_quotation.html
new file mode 100644
index 0000000..1be904d
--- /dev/null
+++ b/httemplate/search/report_quotation.html
@@ -0,0 +1,75 @@
+<& /elements/header.html, mt($title, @title_arg) &>
+
+<FORM ACTION="quotation.html" METHOD="GET">
+<INPUT TYPE="hidden" NAME="magic" VALUE="_date">
+<INPUT TYPE="hidden" NAME="prospectnum" VALUE="<% $prospectnum %>">
+<INPUT TYPE="hidden" NAME="custnum" VALUE="<% $custnum %>">
+
+<TABLE BGCOLOR="#cccccc" CELLSPACING=0
+
+% unless ( $custnum ) {
+  <& /elements/tr-select-agent.html,
+                 'curr_value'    => scalar( $cgi->param('agentnum') ),
+                 'label'         => emt('Quotations for agent: '),
+                 'disable_empty' => 0,
+  &>
+% }
+
+  <& /elements/tr-input-beginning_ending.html &>
+
+  <& /elements/tr-input-lessthan_greaterthan.html,
+                label   => emt('Setup'),
+                field   => 'total_setup',
+  &>
+
+  <& /elements/tr-input-lessthan_greaterthan.html,
+                label   => emt('Recurring'),
+                field   => 'total_recur',
+  &>
+
+</TABLE>
+
+<BR>
+<INPUT TYPE="submit" VALUE="<% mt('Get Report') |h %>">
+
+</FORM>
+
+<& /elements/footer.html &>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('List quotations');
+
+my $conf = new FS::Conf;
+
+my $title = 'Quotation Report';
+#false laziness w/report_cust_pkg.html
+my @title_arg = ();
+
+my $prospectnum = '';
+my $prospect_main = '';
+if ( $cgi->param('prospectnum') =~ /^(\d+)$/ ) {
+  $prospectnum = $1;
+  $prospect_main = qsearchs({
+    'table'     => 'prospect_main', 
+    'hashref'   => { 'prospectnum' => $prospectnum },
+    'extra_sql' => ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql,
+  }) or die "unknown prospectnum $prospectnum";
+  $title .= ': [_1]';
+  push @title_arg, $prospect_main->name;
+}
+
+my $custnum = '';
+my $cust_main = '';
+if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
+  $custnum = $1;
+  $cust_main = qsearchs({
+    'table'     => 'cust_main', 
+    'hashref'   => { 'custnum' => $custnum },
+    'extra_sql' => ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql,
+  }) or die "unknown custnum $custnum";
+  $title .= ': [_1]';
+  push @title_arg, $cust_main->name;
+}
+
+</%init>