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-rw-r--r--FS/FS/Report/Table.pm53
-rw-r--r--FS/FS/Report/Table/Monthly.pm5
-rw-r--r--FS/FS/cust_bill.pm7
-rw-r--r--httemplate/graph/money_time.cgi31
-rw-r--r--httemplate/graph/report_money_time.html7
-rwxr-xr-xhttemplate/search/cust_bill.html4
-rw-r--r--httemplate/search/cust_bill_pay.html7
-rwxr-xr-xhttemplate/search/cust_credit.html7
-rw-r--r--httemplate/search/cust_credit_bill.html7
-rw-r--r--httemplate/search/cust_credit_refund.html7
-rwxr-xr-xhttemplate/search/elements/cust_pay_or_refund.html7
11 files changed, 109 insertions, 33 deletions
diff --git a/FS/FS/Report/Table.pm b/FS/FS/Report/Table.pm
index e1aec0592..73eed6e0c 100644
--- a/FS/FS/Report/Table.pm
+++ b/FS/FS/Report/Table.pm
@@ -72,8 +72,8 @@ sub invoiced { #invoiced
SELECT SUM(charged)
FROM cust_bill
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
@@ -85,8 +85,8 @@ sub invoiced { #invoiced
sub netsales { #net sales
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- $self->invoiced($speriod,$eperiod,$agentnum,%opt)
- - $self->netcredits($speriod,$eperiod,$agentnum,%opt);
+ $self->invoiced( $speriod, $eperiod, $agentnum, %opt)
+ - $self->netcredits($speriod, $eperiod, $agentnum, %opt);
}
=item cashflow: payments - refunds
@@ -105,10 +105,10 @@ sub cashflow {
=cut
sub netcashflow {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- $self->receipts($speriod, $eperiod, $agentnum)
- - $self->netrefunds( $speriod, $eperiod, $agentnum);
+ $self->receipts( $speriod, $eperiod, $agentnum, %opt)
+ - $self->netrefunds( $speriod, $eperiod, $agentnum, %opt);
}
=item payments: The sum of payments received in the period.
@@ -121,8 +121,8 @@ sub payments {
SELECT SUM(paid)
FROM cust_pay
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
@@ -131,12 +131,13 @@ sub payments {
=cut
sub credits {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
$self->scalar_sql("
SELECT SUM(amount)
FROM cust_credit
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
@@ -150,8 +151,8 @@ sub refunds {
SELECT SUM(refund)
FROM cust_refund
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
@@ -170,8 +171,8 @@ sub netcredits {
$eperiod,
$agentnum,
'cust_bill._date'
- )
- . (%opt ? $self->for_custnum(%opt) : '')
+ ).
+ $self->for_opts(%opt)
);
}
@@ -180,7 +181,7 @@ sub netcredits {
=cut
sub receipts { #net payments
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
$self->scalar_sql("
SELECT SUM(cust_bill_pay.amount)
FROM cust_bill_pay
@@ -190,7 +191,8 @@ sub receipts { #net payments
$eperiod,
$agentnum,
'cust_bill._date'
- )
+ ).
+ $self->for_opts(%opt)
);
}
@@ -199,7 +201,7 @@ sub receipts { #net payments
=cut
sub netrefunds {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
$self->scalar_sql("
SELECT SUM(cust_credit_refund.amount)
FROM cust_credit_refund
@@ -209,7 +211,8 @@ sub netrefunds {
$eperiod,
$agentnum,
'cust_credit._date'
- )
+ ).
+ $self->for_opts(%opt)
);
}
@@ -625,10 +628,16 @@ sub in_time_period_and_agent {
$sql;
}
-sub for_custnum {
+sub for_opts {
my ( $self, %opt ) = @_;
- return '' unless $opt{'custnum'};
- $opt{'custnum'} =~ /^\d+$/ ? " and custnum = $opt{custnum} " : '';
+ my $sql = '';
+ if ( $opt{'custnum'} =~ /^(\d+)$/ ) {
+ $sql .= " and custnum = $1 ";
+ }
+ if ( $opt{'refnum'} =~ /^(\d+)$/ ) {
+ $sql .= " and refnum = $1 ";
+ }
+ $sql;
}
sub with_classnum {
diff --git a/FS/FS/Report/Table/Monthly.pm b/FS/FS/Report/Table/Monthly.pm
index 87c13a8ca..86ab19b74 100644
--- a/FS/FS/Report/Table/Monthly.pm
+++ b/FS/FS/Report/Table/Monthly.pm
@@ -24,6 +24,7 @@ FS::Report::Table::Monthly - Tables of report data, indexed monthly
'end_year' => 2020,
#opt
'agentnum' => 54
+ 'refnum' => 54
'params' => [ [ 'paramsfor', 'item_one' ], [ 'item', 'two' ] ], # ...
'remove_empty' => 1, #collapse empty rows, default 0
'item_labels' => [ ], #useful with remove_empty
@@ -59,6 +60,7 @@ sub data {
}
my $agentnum = $self->{'agentnum'};
+ my $refnum = $self->{'refnum'};
if ( $projecting ) {
@@ -110,11 +112,13 @@ sub data {
my $item = $items[$i];
my @param = $self->{'params'} ? @{ $self->{'params'}[$i] }: ();
push @param, 'project', $projecting;
+ push @param, 'refnum' => $refnum if $refnum;
my $value = $self->$item($speriod, $eperiod, $agentnum, @param);
push @{$data{data}->[$col]}, $value;
$item = $items[$i+1];
@param = $self->{'params'} ? @{ $self->{'params'}[++$i] }: ();
push @param, 'project', $projecting;
+ push @param, 'refnum' => $refnum if $refnum;
$value = $self->$item($speriod, $eperiod, $agentnum, @param);
push @{$data{data}->[$col++]}, $value;
}
@@ -122,6 +126,7 @@ sub data {
my $item = $items[$i];
my @param = $self->{'params'} ? @{ $self->{'params'}[$col] }: ();
push @param, 'project', $projecting;
+ push @param, 'refnum' => $refnum if $refnum;
my $value = $self->$item($speriod, $eperiod, $agentnum, @param);
push @{$data{data}->[$col++]}, $value;
}
diff --git a/FS/FS/cust_bill.pm b/FS/FS/cust_bill.pm
index 35ab9f388..498025f7b 100644
--- a/FS/FS/cust_bill.pm
+++ b/FS/FS/cust_bill.pm
@@ -5693,7 +5693,12 @@ sub search_sql_where {
push @search, "cust_main.agentnum = $1";
}
- #agentnum
+ #refnum
+ if ( $param->{'refnum'} =~ /^(\d+)$/ ) {
+ push @search, "cust_main.refnum = $1";
+ }
+
+ #custnum
if ( $param->{'custnum'} =~ /^(\d+)$/ ) {
push @search, "cust_bill.custnum = $1";
}
diff --git a/httemplate/graph/money_time.cgi b/httemplate/graph/money_time.cgi
index cde71be76..166735fc6 100644
--- a/httemplate/graph/money_time.cgi
+++ b/httemplate/graph/money_time.cgi
@@ -1,5 +1,5 @@
<% include('elements/monthly.html',
- 'title' => $agentname.
+ 'title' => $agentname. $referralname.
'Sales, Credits and Receipts Summary',
'items' => \@items,
'labels' => \%label,
@@ -7,6 +7,7 @@
'colors' => \%color,
'links' => \%link,
'agentnum' => $agentnum,
+ 'refnum' => $refnum,
'nototal' => scalar($cgi->param('12mo')),
)
%>
@@ -22,9 +23,17 @@ if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$agent = qsearchs('agent', { 'agentnum' => $agentnum } );
die "agentnum $agentnum not found!" unless $agent;
}
-
my $agentname = $agent ? $agent->agent.' ' : '';
+my( $refnum, $part_referral ) = ('', '');
+if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ $refnum = $1;
+ $part_referral = qsearchs('part_referral', { 'refnum' => $refnum } );
+ die "refnum $refnum not found!" unless $part_referral;
+}
+my $referralname = $part_referral ? $part_referral->referral.' ' : '';
+
+
my @items = qw( invoiced netsales
credits netcredits
payments receipts
@@ -83,15 +92,17 @@ my %color = (
$color{$_.'_12mo'} = $color{$_}
foreach keys %color;
+my $ar = "agentnum=$agentnum;refnum=$refnum";
+
my %link = (
- 'invoiced' => "${p}search/cust_bill.html?agentnum=$agentnum;",
- 'netsales' => "${p}search/cust_bill.html?agentnum=$agentnum;net=1;",
- 'credits' => "${p}search/cust_credit.html?agentnum=$agentnum;",
- 'netcredits' => "${p}search/cust_credit_bill.html?agentnum=$agentnum;",
- 'payments' => "${p}search/cust_pay.html?magic=_date;agentnum=$agentnum;",
- 'receipts' => "${p}search/cust_bill_pay.html?agentnum=$agentnum;",
- 'refunds' => "${p}search/cust_refund.html?magic=_date;agentnum=$agentnum;",
- 'netrefunds' => "${p}search/cust_credit_refund.html?agentnum=$agentnum;",
+ 'invoiced' => "${p}search/cust_bill.html?$ar;",
+ 'netsales' => "${p}search/cust_bill.html?$ar;net=1;",
+ 'credits' => "${p}search/cust_credit.html?$ar;",
+ 'netcredits' => "${p}search/cust_credit_bill.html?$ar;",
+ 'payments' => "${p}search/cust_pay.html?magic=_date;$ar;",
+ 'receipts' => "${p}search/cust_bill_pay.html?$ar;",
+ 'refunds' => "${p}search/cust_refund.html?magic=_date;$ar;",
+ 'netrefunds' => "${p}search/cust_credit_refund.html?$ar;",
);
# XXX link 12mo?
diff --git a/httemplate/graph/report_money_time.html b/httemplate/graph/report_money_time.html
index b85bb6552..97876c996 100644
--- a/httemplate/graph/report_money_time.html
+++ b/httemplate/graph/report_money_time.html
@@ -24,6 +24,13 @@
)
%>
+<% include('/elements/tr-select-part_referral.html',
+ 'label' => 'Advertising source ',
+ 'disable_empty' => 0,
+ 'empty_label' => 'all',
+ )
+%>
+
<TR>
<TD ALIGN="right"><INPUT TYPE="checkbox" NAME="12mo" VALUE="1"></TD>
<TD>Show 12 month totals instead of monthly values</TD>
diff --git a/httemplate/search/cust_bill.html b/httemplate/search/cust_bill.html
index 813f9b843..406486a85 100755
--- a/httemplate/search/cust_bill.html
+++ b/httemplate/search/cust_bill.html
@@ -93,6 +93,10 @@ if ( $cgi->param('invnum') =~ /^\s*(FS-)?(\d+)\s*$/ ) {
$search{'agentnum'} = $1;
}
+ if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ $search{'refnum'} = $1;
+ }
+
if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
$search{'custnum'} = $1;
}
diff --git a/httemplate/search/cust_bill_pay.html b/httemplate/search/cust_bill_pay.html
index 1fc8ffd78..22e9a6795 100644
--- a/httemplate/search/cust_bill_pay.html
+++ b/httemplate/search/cust_bill_pay.html
@@ -92,6 +92,13 @@ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$title = $agent->agent. " $title";
}
+if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @search, "refnum = $1";
+ my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
+ die "unknown refnum $1" unless $part_referral;
+ $title = $part_referral->referral. " $title";
+}
+
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
push @search, "cust_bill._date >= $beginning ",
"cust_bill._date <= $ending";
diff --git a/httemplate/search/cust_credit.html b/httemplate/search/cust_credit.html
index 917257034..38f03491d 100755
--- a/httemplate/search/cust_credit.html
+++ b/httemplate/search/cust_credit.html
@@ -96,6 +96,13 @@ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$title = $agent->agent. " $title";
}
+if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @search, "refnum = $1";
+ my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
+ die "unknown refnum $1" unless $part_referral;
+ $title = $part_referral->referral. " $title";
+}
+
if ( $unapplied ) {
push @search, FS::cust_credit->unapplied_sql . ' > 0';
}
diff --git a/httemplate/search/cust_credit_bill.html b/httemplate/search/cust_credit_bill.html
index 7f9eb7887..9fd6a987a 100644
--- a/httemplate/search/cust_credit_bill.html
+++ b/httemplate/search/cust_credit_bill.html
@@ -85,6 +85,13 @@ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$title = $agent->agent. " $title";
}
+if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @search, "refnum = $1";
+ my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
+ die "unknown refnum $1" unless $part_referral;
+ $title = $part_referral->referral. " $title";
+}
+
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
push @search, "cust_bill._date >= $beginning ",
"cust_bill._date <= $ending";
diff --git a/httemplate/search/cust_credit_refund.html b/httemplate/search/cust_credit_refund.html
index fd87aa575..361c8ad2f 100644
--- a/httemplate/search/cust_credit_refund.html
+++ b/httemplate/search/cust_credit_refund.html
@@ -78,6 +78,13 @@ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$title = $agent->agent. " $title";
}
+if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @search, "refnum = $1";
+ my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
+ die "unknown refnum $1" unless $part_referral;
+ $title = $part_referral->referral. " $title";
+}
+
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
push @search, "cust_credit._date >= $beginning ",
"cust_credit._date <= $ending";
diff --git a/httemplate/search/elements/cust_pay_or_refund.html b/httemplate/search/elements/cust_pay_or_refund.html
index 002b1a4c2..dc3cb2a99 100755
--- a/httemplate/search/elements/cust_pay_or_refund.html
+++ b/httemplate/search/elements/cust_pay_or_refund.html
@@ -232,6 +232,13 @@ if ( $cgi->param('magic') ) {
$title = $agent->agent. " $title";
}
+ if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @search, "refnum = $1";
+ my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
+ die "unknown refnum $1" unless $part_referral;
+ $title = $part_referral->referral. " $title";
+ }
+
if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
push @search, "custnum = $1";
}
generated by cgit v1.2.1 (git 2.18.0) at 2024-09-22 13:25:27 +0000