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diff --git a/httemplate/search/elements/cust_pay_or_refund.html b/httemplate/search/elements/cust_pay_or_refund.html
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+++ b/httemplate/search/elements/cust_pay_or_refund.html
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+<%doc>
+
+Examples:
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'pay',
+ 'amount_field' => 'paid',
+ 'name_singular' => 'payment',
+ 'name_verb' => 'paid',
+ )
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'refund',
+ 'amount_field' => 'refund',
+ 'name_singular' => 'refund',
+ 'name_verb' => 'refunded',
+ )
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'pay_pending',
+ 'amount_field' => 'paid',
+ 'name_singular' => 'pending payment',
+ 'name_verb' => 'pending',
+ 'disable_link' => 1,
+ 'disable_by' => 1,
+ 'html_init' => '',
+ 'addl_header' => [],
+ 'addl_fields' => [],
+ 'redirect_empty' => $redirect_empty,
+ )
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'table' => 'h_cust_pay',
+ 'amount_field' => 'paid',
+ 'name_singular' => 'payment',
+ 'name_verb' => 'paid',
+ 'pre_header' => [ 'Transaction', 'By' ],
+ 'pre_fields' => [ 'history_action', 'history_user' ],
+ )
+
+</%doc>
+<% include( 'search.html',
+ 'title' => $title,
+ 'name_singular' => $name_singular,
+ 'query' => $sql_query,
+ 'count_query' => $count_query,
+ 'count_addl' => [ '$%.2f total '.$opt{name_verb}, ],
+ 'redirect_empty' => $opt{'redirect_empty'},
+ 'header' => \@header,
+ 'fields' => \@fields,
+ 'align' => $align,
+ 'links' => \@links,
+ 'color' => \@color,
+ 'style' => \@style,
+ )
+%>
+<%init>
+
+my %opt = @_;
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+
+die "access denied"
+ unless $curuser->access_right('Financial reports');
+
+my $table = $opt{'table'} || 'cust_'.$opt{'thing'};
+
+my $amount_field = $opt{'amount_field'};
+my $name_singular = $opt{'name_singular'};
+
+my $title = "\u$name_singular Search Results";
+
+my $link = '';
+if ( ( $curuser->access_right('View invoices') #XXX for now
+ || $curuser->access_right('View customer payments')
+ )
+ && ! $opt{'disable_link'}
+ )
+{
+
+ my $key;
+ my $q = '';
+ if ( $table eq 'cust_pay_void' ) {
+ $key = 'paynum';
+ $q .= 'void=1;';
+ } elsif ( $table eq /^cust_(\w+)$/ ) {
+ $key = $1.'num';
+ }
+
+ if ( $key ) {
+ $q .= "$key=";
+ $link = [ "${p}view/$table.html?$q", $key ]
+ }
+}
+
+my $cust_link = sub {
+ my $cust_thing = shift;
+ $cust_thing->cust_main_custnum
+ ? [ "${p}view/cust_main.cgi?", 'custnum' ]
+ : '';
+};
+
+my @header = ();
+my @fields = ();
+my $align = '';
+my @links = ();
+if ( $opt{'pre_header'} ) {
+ push @header, @{ $opt{'pre_header'} };
+ $align .= 'c' x scalar(@{ $opt{'pre_header'} });
+ push @links, map '', @{ $opt{'pre_header'} };
+ push @fields, @{ $opt{'pre_fields'} };
+}
+
+push @header, "\u$name_singular",
+ 'Amount',
+ 'Date',
+;
+$align .= 'rrr';
+push @links, '', '', '';
+push @fields, 'payby_payinfo_pretty',
+ sub { sprintf('$%.2f', shift->$amount_field() ) },
+ sub { time2str('%b %d %Y', shift->_date ) },
+;
+
+unless ( $opt{'disable_by'} ) {
+ push @header, 'By';
+ $align .= 'c';
+ push @links, '';
+ push @fields, sub { my $o = shift->otaker;
+ $o = 'auto billing' if $o eq 'fs_daily';
+ $o = 'customer self-service' if $o eq 'fs_selfservice';
+ $o;
+ };
+}
+
+push @header, FS::UI::Web::cust_header();
+$align .= FS::UI::Web::cust_aligns();
+push @links, map { $_ ne 'Cust. Status' ? $cust_link : '' }
+ FS::UI::Web::cust_header();
+my @color = ( ( map '', @fields ), FS::UI::Web::cust_colors() );
+my @style = ( ( map '', @fields ), FS::UI::Web::cust_styles() );
+push @fields, \&FS::UI::Web::cust_fields;
+
+push @header, @{ $opt{'addl_header'} }
+ if $opt{'addl_header'};
+push @fields, @{ $opt{'addl_fields'} }
+ if $opt{'addl_fields'};
+
+my( $count_query, $sql_query );
+if ( $cgi->param('magic') ) {
+
+ my @search = ();
+ my $orderby;
+ if ( $cgi->param('magic') eq '_date' ) {
+
+ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ push @search, "agentnum = $1"; # $search{'agentnum'} = $1;
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "unknown agentnum $1" unless $agent;
+ $title = $agent->agent. " $title";
+ }
+
+ if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
+ push @search, "custnum = $1";
+ }
+
+ if ( $cgi->param('payby') ) {
+ $cgi->param('payby') =~
+ /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/
+ or die "illegal payby ". $cgi->param('payby');
+ push @search, "$table.payby = '$1'";
+ if ( $3 ) {
+
+ my $cardtype = $3;
+
+ my $search;
+ if ( $cardtype eq 'VisaMC' ) {
+ #avoid posix regexes for portability
+ $search =
+ " ( ( substring($table.payinfo from 1 for 1) = '4' ".
+ " AND substring($table.payinfo from 1 for 4) != '4936' ".
+ " AND substring($table.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49030[2-9]' ".
+ " AND substring($table.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49033[5-9]' ".
+ " AND substring($table.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49110[1-2]' ".
+ " AND substring($table.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49117[4-9]' ".
+ " AND substring($table.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49118[1-2]' ".
+ " )".
+ " OR substring($table.payinfo from 1 for 2) = '51' ".
+ " OR substring($table.payinfo from 1 for 2) = '52' ".
+ " OR substring($table.payinfo from 1 for 2) = '53' ".
+ " OR substring($table.payinfo from 1 for 2) = '54' ".
+ " OR substring($table.payinfo from 1 for 2) = '54' ".
+ " OR substring($table.payinfo from 1 for 2) = '55' ".
+ " OR substring($table.payinfo from 1 for 2) = '36' ". #Diner's int'l processed as Visa/MC inside US
+ " ) ";
+ } elsif ( $cardtype eq 'Amex' ) {
+ $search =
+ " ( substring($table.payinfo from 1 for 2 ) = '34' ".
+ " OR substring($table.payinfo from 1 for 2 ) = '37' ".
+ " ) ";
+ } elsif ( $cardtype eq 'Discover' ) {
+ $search =
+ " ( substring($table.payinfo from 1 for 4 ) = '6011' ".
+ " OR substring($table.payinfo from 1 for 2 ) = '65' ".
+ " OR substring($table.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN
+ " ) ";
+ } elsif ( $cardtype eq 'Maestro' ) {
+ $search =
+ " ( substring($table.payinfo from 1 for 2 ) = '63' ".
+ " OR substring($table.payinfo from 1 for 2 ) = '67' ".
+ " OR substring($table.payinfo from 1 for 6 ) = '564182' ".
+ " OR substring($table.payinfo from 1 for 4 ) = '4936' ".
+ " OR substring($table.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49030[2-9]' ".
+ " OR substring($table.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49033[5-9]' ".
+ " OR substring($table.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49110[1-2]' ".
+ " OR substring($table.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49117[4-9]' ".
+ " OR substring($table.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49118[1-2]' ".
+ " ) ";
+ } else {
+ die "unknown card type $cardtype";
+ }
+
+ my $masksearch = $search;
+ $masksearch =~ s/$table\.payinfo/$table.paymask/gi;
+
+ push @search,
+ "( $search OR ( $table.paymask IS NOT NULL AND $masksearch ) )";
+
+ }
+ }
+
+ if ( $cgi->param('payinfo') ) {
+ $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/
+ or die "illegal payinfo ". $cgi->param('payinfo');
+ push @search, "$table.payinfo = '$1'";
+ }
+
+ if ( $cgi->param('otaker') =~ /^(\w+)$/ ) {
+ push @search, "$table.otaker = '$1'";
+ }
+
+ #for cust_pay_pending... statusNOT=done
+ if ( $cgi->param('statusNOT') =~ /^(\w+)$/ ) {
+ push @search, "status != '$1'";
+ }
+
+ my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+ push @search, "_date >= $beginning ",
+ "_date <= $ending";
+
+ if ( $table eq 'cust_pay_void' ) {
+ my($v_beginning, $v_ending) =
+ FS::UI::Web::parse_beginning_ending($cgi, 'void');
+ push @search, "void_date >= $v_beginning ",
+ "void_date <= $v_ending";
+ }
+
+ push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field );
+
+ $orderby = '_date';
+
+ } elsif ( $cgi->param('magic') eq 'paybatch' ) {
+
+ $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/
+ or die "illegal paybatch: ". $cgi->param('paybatch');
+
+ push @search, "paybatch = '$1'";
+
+ $orderby = "LOWER(company || ' ' || last || ' ' || first )";
+
+ } else {
+ die "unknown search magic: ". $cgi->param('magic');
+ }
+
+ #for the history search
+ if ( $cgi->param('history_action') =~ /^([\w,]+)$/ ) {
+ my @history_action = split(/,/, $1);
+ push @search, 'history_action IN ('.
+ join(',', map "'$_'", @history_action ). ')';
+ }
+
+ if ( $cgi->param('history_date_beginning')
+ || $cgi->param('history_date_ending') ) {
+ my($h_beginning, $h_ending) =
+ FS::UI::Web::parse_beginning_ending($cgi, 'history_date');
+ push @search, "history_date >= $h_beginning ",
+ "history_date <= $h_ending";
+ }
+
+ #here is the agent virtualization
+ push @search, $curuser->agentnums_sql;
+
+ my $search = ' WHERE '. join(' AND ', @search);
+
+ $count_query = "SELECT COUNT(*), SUM($amount_field) ".
+ "FROM $table LEFT JOIN cust_main USING ( custnum )".
+ $search;
+
+ $sql_query = {
+ 'table' => $table,
+ 'select' => join(', ',
+ "$table.*",
+ 'cust_main.custnum as cust_main_custnum',
+ FS::UI::Web::cust_sql_fields(),
+ ),
+ 'hashref' => {},
+ 'extra_sql' => "$search ORDER BY $orderby",
+ 'addl_from' => 'LEFT JOIN cust_main USING ( custnum )',
+ };
+
+} else {
+
+ #hmm... is this still used?
+
+ $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo";
+ my $payinfo = $1;
+
+ $cgi->param('payby') =~ /^(\w+)$/ or die "illegal payby";
+ my $payby = $1;
+
+ $count_query = "SELECT COUNT(*), SUM($amount_field) FROM $table".
+ " WHERE payinfo = '$payinfo' AND payby = '$payby'".
+ " AND ". $curuser->agentnums_sql;
+
+ $sql_query = {
+ 'table' => $table,
+ 'hashref' => { 'payinfo' => $payinfo,
+ 'payby' => $payby },
+ 'extra_sql' => $curuser->agentnums_sql.
+ " ORDER BY _date",
+ };
+
+}
+
+</%init>