package web import from CSV/XLS, RT#9529

5 files changed, 148 insertions, 4 deletions

diff --git a/httemplate/elements/menu.html b/httemplate/elements/menu.html
index 2404ef291..5c48e1c3f 100644
--- a/httemplate/elements/menu.html
+++ b/httemplate/elements/menu.html
@@ -318,6 +318,7 @@ $report_menu{'SQL Query'}  = [ $fsurl.'search/report_sql.html', 'SQL Query' ]
 
 tie my %tools_importing, 'Tie::IxHash',
   'Customers' => [ $fsurl.'misc/cust_main-import.cgi', '' ],
+  'Customer packages' => [ $fsurl.'misc/cust_pkg-import.html', '' ],
   'Customer comments from CSV file' => [ $fsurl.'misc/cust_main_note-import.html', '' ],
   'One-time charges from CSV file' => [ $fsurl.'misc/cust_main-import_charges.cgi', '' ],
   'Payments from CSV file' => [ $fsurl.'misc/cust_pay-import.cgi', '' ],
@@ -399,7 +400,7 @@ if ( $curuser->access_right('Configuration') ) {
 
   #package grouping sub-menu?
   $config_pkg{'Package classes'} =  [ $fsurl.'browse/pkg_class.html', 'Package classes define groups of packages, for taxation, ordering convenience and reporting.' ];
-  $config_pkg{'Package categories'} =  [ $fsurl.'browse/pkg_category.html', 'Package categories define groups of package classes.' ];
+  $config_pkg{'Package categories'} =  [ $fsurl.'browse/pkg_category.html', 'Package categories define groups of package classes, for invoice sections.' ];
   $config_pkg{'Package report classes'} =  [ $fsurl.'browse/part_pkg_report_option.html', 'Package classes define optional groups of packages for reporting only.' ];
   #eo package grouping sub-menu
 
diff --git a/httemplate/misc/cust_main-import.cgi b/httemplate/misc/cust_main-import.cgi
index 9c1f98479..2ccf997c8 100644
--- a/httemplate/misc/cust_main-import.cgi
+++ b/httemplate/misc/cust_main-import.cgi
@@ -119,7 +119,7 @@ advertising source table.
 
   <li><i>invoicing_list</i>: Email address for invoices, or POST for postal invoices.
 
-  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Provisioning, services and packages -&gt; View/Edit package definitions
+  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Packages -&gt; Package definitions
 
   <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
 
diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html
new file mode 100644
index 000000000..ad582b088
--- /dev/null
+++ b/httemplate/misc/cust_pkg-import.html
@@ -0,0 +1,132 @@
+<% include("/elements/header.html",'Batch Package Import') %>
+
+Import a file containing package records.
+<BR><BR>
+
+<% include( '/elements/form-file_upload.html',
+              'name'      => 'PackageImportForm',
+              'action'    => 'process/cust_pkg-import.html',
+              'num_files' => 1,
+              'fields'    => [ 'agentnum', 'pkgbatch', 'format' ],
+              'message'   => 'Package import successful',
+              'url'       => $p."search/cust_pkg.cgi?pkgbatch=$pkgbatch",
+          )
+%>
+
+<% &ntable("#cccccc", 2) %>
+
+  <% include( '/elements/tr-select-agent.html',
+                 #'curr_value' => '', #$agentnum,
+                 'label'       => "<B>Agent</B>",
+                 'empty_label' => 'Select agent',
+             )
+  %>
+
+  <INPUT TYPE="hidden" NAME="pkgbatch" VALUE="<% $pkgbatch %>"%>
+
+  <TR>
+    <TH ALIGN="right">Format</TH>
+    <TD>
+      <SELECT NAME="format">
+        <OPTION VALUE="default" SELECTED>Default
+        <OPTION VALUE="default-agent_custid">Default with agent_custid
+        <OPTION VALUE="svc_acct">Account service
+        <OPTION VALUE="svc_acct-agent_custid">Account service with agent_custid
+        <OPTION VALUE="svc_phone">Phone service
+        <OPTION VALUE="svc_phone-agent_custid">Phone service with agent_custid
+        <OPTION VALUE="svc_external">External service
+        <OPTION VALUE="svc_external-agent_custid">External service with agent_custid
+      </SELECT>
+    </TD>
+  </TR>
+
+  <% include( '/elements/file-upload.html',
+                'field' => 'file',
+                'label' => 'Filename',
+            )
+  %>
+
+  <TR>
+    <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
+      <INPUT TYPE    = "submit"
+             ID      = "submit"
+             VALUE   = "Import file"
+             onClick = "document.PackageImportForm.submit.disabled=true;"
+      >
+    </TD>
+  </TR>
+
+</TABLE>
+
+</FORM>
+
+<BR>
+Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets.  The file should have a .CSV or .XLS extension.
+<BR><BR>
+
+<b>Default</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
+<BR><BR>
+
+<b>Default with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
+<BR><BR>
+
+<b>Account service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password</i>
+<BR><BR>
+
+<b>Account service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password</i>
+<BR><BR>
+
+<b>Phone sevice</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>Phone service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>External sevice</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
+<BR><BR>
+
+<b>External service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
+<BR><BR>
+
+<%$req%> Required fields
+<BR><BR>
+
+Field information:
+
+<ul>
+
+  <li><i>custnum</i>: This specifies an existing customer by custnum.
+
+  <li><i>agent_custid</i>: This specifies an existing customer record by agent_custid.
+
+  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Packages -&gt; Package definitions
+
+  <li><i>pkgpart</i>: Optional discount.  Configuration -&gt; Packages -&gt; Discounts
+
+<!--
+  <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
+-->
+
+  <li><i>id</i>: External service id, integer
+
+  <li><i>title</i>: External service identifier, text
+
+</ul>
+
+<BR>
+
+<% include('/elements/footer.html') %>
+
+<%once>
+
+my $req = qq!<font color="#ff0000">*</font>!;
+
+</%once>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Import');
+
+my $pkgbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);
+
+</%init>
diff --git a/httemplate/misc/process/cust_pkg-import.html b/httemplate/misc/process/cust_pkg-import.html
new file mode 100644
index 000000000..1021817e4
--- /dev/null
+++ b/httemplate/misc/process/cust_pkg-import.html
@@ -0,0 +1,10 @@
+<% $server->process %>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Import');
+
+my $server =
+  new FS::UI::Web::JSRPC 'FS::cust_pkg::Import::process_batch_import', $cgi;
+
+</%init>
diff --git a/httemplate/search/cust_pkg.cgi b/httemplate/search/cust_pkg.cgi
index 74a3a6d1e..bd8ea9aa6 100755
--- a/httemplate/search/cust_pkg.cgi
+++ b/httemplate/search/cust_pkg.cgi
@@ -175,8 +175,9 @@ my %search_hash = ();
 #some false laziness w/misc/bulk_change_pkg.cgi
   
 $search_hash{'query'} = $cgi->keywords;
-  
-for (qw( agentnum custnum magic status classnum custom cust_fields )) {
+
+#scalars
+for (qw( agentnum custnum magic status classnum custom cust_fields pkgbatch )) {
   $search_hash{$_} = $cgi->param($_) if $cgi->param($_);
 }