send commission reports by email, #33101

6 files changed, 220 insertions, 1 deletions

diff --git a/httemplate/elements/popup_link-send_report_batch.html b/httemplate/elements/popup_link-send_report_batch.html
new file mode 100644
index 000000000..5f4471054
--- /dev/null
+++ b/httemplate/elements/popup_link-send_report_batch.html
@@ -0,0 +1,28 @@
+<%doc>
+
+Example:
+
+<& /elements/popup_link-send_report_batch.html,
+  reportname => 'sales_commission_pkg',
+  label => 'Click here to send reports by email',
+&>
+</%doc>
+<& /elements/popup_link.html, $params &>\
+<%init>
+
+my $params = { 'closetext' => emt('Close') };
+
+if (ref($_[0]) eq 'HASH') {
+  $params = { %$params, %{ $_[0] } };
+} else {
+  $params = { %$params, @_ };
+}
+
+$params->{'label'} ||= emt('Send reports by email');
+$params->{'actionlabel'} ||= emt('Send reports');
+#$params->{'width'} ||= 350;
+$params->{'height'} ||= 650;
+
+$params->{'action'} = $fsurl. 'misc/send-report.html?reportname='. $params->{'reportname'};
+
+</%init>
diff --git a/httemplate/misc/process/send-report.html b/httemplate/misc/process/send-report.html
new file mode 100644
index 000000000..3bceebc0c
--- /dev/null
+++ b/httemplate/misc/process/send-report.html
@@ -0,0 +1,7 @@
+<%init>
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Send reports to customers');
+
+my $server = FS::UI::Web::JSRPC->new('FS::report_batch::process_send_report', $cgi);
+</%init>
+<% $server->process %>
diff --git a/httemplate/misc/send-report.html b/httemplate/misc/send-report.html
new file mode 100644
index 000000000..557767a57
--- /dev/null
+++ b/httemplate/misc/send-report.html
@@ -0,0 +1,166 @@
+<%doc>
+
+Parameters:
+
+- reportname: the report name (per FS::report_batch)
+
+</%doc>
+<& /elements/header-popup.html, { title => $report_info->{name} } &>
+<script type="text/javascript">
+
+$().ready(function() {
+  var agent_info = <% encode_json(\%agent) %>;
+
+  $('#agentnum').on('change', function() {
+    var agentnum = this.value;
+    if ( agent_info[agentnum] ) {
+      $('#msgnum').prop('value',         agent_info[agentnum]['msgnum']);
+      $('#beginning_text').prop('value', agent_info[agentnum]['beginning']);
+      $('#ending_text').prop('value',    agent_info[agentnum]['ending']);
+    } else {
+      $('#msgnum').prop('value',         '');
+      $('#beginning_text').prop('value', '');
+      $('#ending_text').prop('value',    '');
+    }
+  });
+
+  $('#agentnum').trigger('change');
+
+});
+
+</script>
+<FORM NAME="OneTrueForm" ACTION="process/send-report.html" METHOD="POST">
+
+<table class="inv">
+  <input type="hidden" name="reportname" value="<% $cgi->param('reportname') |h %>">
+
+  <& /elements/tr-select-agent.html &>
+
+  <& /elements/tr-td-label.html, label => emt('Message template') &>
+    <TD>
+      <& /elements/select-msg_template.html, field => 'msgnum' &>
+    </TD>
+  </TR>
+
+  <& /elements/tr-input-beginning_ending.html &>
+
+  <& /elements/progress-init.html,
+    'OneTrueForm',
+    [ qw( reportname msgnum agentnum beginning ending ) ],
+    $p.'misc/process/send-report.html',
+    { message => 'Reports sent',
+      url => $cgi->referer }
+  &>
+
+</table>
+
+<INPUT TYPE="button" onclick="process()" VALUE="<% emt('Send reports') %>" />
+</FORM>
+
+<style>
+table.grid {
+  border-collapse: collapse;
+  margin-top: 1ex;
+  margin-left: auto;
+  margin-right: auto;
+}
+.grid caption {
+  font-weight: bold;
+  margin-bottom: 0.5ex;
+}
+.grid th,td {
+  padding-left: 3px;
+  padding-right: 3px;
+  padding-bottom: 2px;
+  border: none;
+  empty-cells: show;
+}
+.grid th {
+  border-bottom: 1px solid #999999;
+  font-size: 90%;
+  vertical-align: bottom;
+}
+</style>
+
+% if ( @report_history ) {
+<hr>
+<table class="grid">
+<caption><% emt('Report history') %></caption>
+<thead>
+  <th>Agent</th>
+  <th>Sent on</th>
+  <th colspan=2>Date range</th>
+  <th>User</th>
+</thead>
+<tbody>
+%   my $row = 0;
+%   foreach my $report (@report_history) {
+%   my $agent = ($report->agentnum ?
+%                 $report->agent->agent : 'All agents');
+  <tr class="row<% $row % 2 %>">
+    <td><% $agent %></td>
+    <td><% time2str($date_format, $report->send_date) %></td>
+    <td><% time2str($date_format, $report->sdate) %></td>
+    <td><% time2str($date_format, $report->edate) %></td>
+    <td><% $report->access_user->username %></td>
+  </tr>
+%   $row++;
+%   }
+</tbody>
+</table>
+% }
+
+<& /elements/footer.html &>
+
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Send reports to customers');
+
+$cgi->param('reportname') =~ /^(\w+)$/
+  or die "bad reportname";
+my $reportname = $1;
+my $report_info = $FS::report_batch::sendable_reports{$reportname}
+  or die "bad reportname";
+
+my $date_format = FS::Conf->new->config('date_format') || '%x';
+
+my @report_history = qsearch({
+  table     => 'report_batch',
+  hashref   => { reportname => $reportname },
+  order_by  => ' ORDER BY send_date DESC',
+});
+
+# defaults per agent that could be selected for the report
+my %agent;
+
+foreach my $report ( @report_history ) {
+  my $agentnum = $report->agentnum;
+  next if $agent{$agentnum};
+
+  # estimate the width of the report period, in months
+  my $last_sdate = DateTime->from_epoch( epoch => $report->sdate );
+  my $last_edate = DateTime->from_epoch( epoch => $report->edate );
+
+  my $days = $last_sdate->delta_days( $last_edate )->delta_days;
+  my $months = sprintf('%.0f', $days / 6) / 5;
+
+  my $next_sdate = $last_edate->clone->add(days => 1);
+  my $next_edate = $next_sdate->clone;
+  if ( $months >= 1 ) { # then treat as an interval in months
+    $next_edate->add( months => sprintf('%.0f', $months) );
+    $next_edate->subtract(days => 1);
+  } else { # treat as a number of days
+    $next_edate->add( days => $days );
+  }
+
+  my $name = $agentnum ? FS::agent->by_key($agentnum)->agent : 'All agents';
+  $agent{$agentnum} = {
+    name      => $name,
+    beginning => $next_sdate->strftime($date_format),
+    ending    => $next_edate->strftime($date_format),
+    msgnum    => $report->msgnum,
+  };
+}
+
+</%init>
diff --git a/httemplate/search/cust_msg.html b/httemplate/search/cust_msg.html
index 401f52ebb..e9aece202 100644
--- a/httemplate/search/cust_msg.html
+++ b/httemplate/search/cust_msg.html
@@ -144,11 +144,12 @@ include('/elements/select.html',
 include('/elements/select.html',
   'field' => 'msgtype',
   'curr_value' => $cgi->param('msgtype') || '',
-  'options' => [ '', 'invoice', 'receipt', 'admin' ],
+  'options' => [ '', 'invoice', 'receipt', 'admin', 'report' ],
   'labels'  => { ''         => '(any)',
                  'invoice'  => 'Invoices',
                  'receipt'  => 'Receipts',
                  'admin'    => 'Admin notices',
+                 'report'   => 'Reports',
                },
 ) .
 '</TD>
diff --git a/httemplate/search/report_sales_commission_pkg.html b/httemplate/search/report_sales_commission_pkg.html
index 6adf090e9..27906e0c3 100644
--- a/httemplate/search/report_sales_commission_pkg.html
+++ b/httemplate/search/report_sales_commission_pkg.html
@@ -1,5 +1,15 @@
 <& /elements/header.html, 'Sales commission report per package' &>
 
+% if ($FS::CurrentUser::CurrentUser->access_right('Send reports to customers'))
+%   {
+<P>
+<& /elements/popup_link-send_report_batch.html,
+    reportname => 'sales_commission_pkg',
+    label => emt('Send these reports by email'),
+&>
+</P>
+% } 
+
 <FORM ACTION="sales_commission_pkg.html">
 
 <TABLE BGCOLOR="#cccccc" CELLSPACING=0>
diff --git a/httemplate/search/sales_commission_pkg.html b/httemplate/search/sales_commission_pkg.html
index 2b5f2bb0a..9fbe22eca 100644
--- a/httemplate/search/sales_commission_pkg.html
+++ b/httemplate/search/sales_commission_pkg.html
@@ -1,12 +1,17 @@
 %# still not a good way to do rows grouped by some field in a search.html 
 %# report
+%# (there is now, but we're not yet sponsored to switch this over to it)
 % if ( $type eq 'xls' ) {
 <% $data %>\
 % } else {
+%   if ( $type eq 'html-print' ) {
+<& /elements/header-popup.html, $title &>
+%   } else {
 <& /elements/header.html, $title &>
 <P ALIGN="right" CLASS="noprint">
 Download full results<BR>
 as <A HREF="<% $cgi->self_url %>;_type=xls">Excel spreadsheet</A></P>
+%   }
 <BR>
 <STYLE TYPE="text/css">
 td.cust_head {
@@ -22,12 +27,14 @@ td.money:before { content: '<% $money_char %>'; }
 .row1 { background-color: #ffffff; }
 </STYLE>
 <& /elements/table-grid.html &>
+<THEAD>
   <TR STYLE="background-color: #cccccc">
     <TH CLASS="grid">Package</TH>
     <TH CLASS="grid">Sales</TH>
     <TH CLASS="grid">Percentage</TH>
     <TH CLASS="grid">Commission</TH>
   </TR>
+</THEAD>
 % my ($custnum, $sales, $commission, $row, $bgcolor) = (0, 0, 0, 0);
 % foreach my $cust_pkg ( @cust_pkg ) {
 %   if ( $custnum ne $cust_pkg->custnum ) {