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diff --git a/httemplate/search/elements/cust_pay_or_refund.html b/httemplate/search/elements/cust_pay_or_refund.html
new file mode 100755
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--- /dev/null
+++ b/httemplate/search/elements/cust_pay_or_refund.html
@@ -0,0 +1,258 @@
+<%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',
+ )
+
+</%doc>
+<% include( 'search.html',
+ 'title' => $title,
+ 'name_singular' => $name_singular,
+ 'query' => $sql_query,
+ 'count_query' => $count_query,
+ 'count_addl' => [ '$%.2f total '.$opt{name_verb}, ],
+ 'header' => [ "\u$name_singular",
+ 'Amount',
+ 'Date',
+ 'By',
+ FS::UI::Web::cust_header(),
+ ],
+ 'fields' => [
+ 'payby_payinfo_pretty',
+ sub { sprintf('$%.2f', shift->$amount_field() ) },
+ sub { time2str('%b %d %Y', shift->_date ) },
+ sub { my $o = shift->otaker;
+ $o = 'auto billing' if $o eq 'fs_daily';
+ $o = 'customer self-service' if $o eq 'fs_selfservice';
+ $o;
+ },
+ \&FS::UI::Web::cust_fields,
+ ],
+ #'align' => 'lrrrll',
+ 'align' => 'rrrc'.FS::UI::Web::cust_aligns(),
+ 'links' => [
+ $link,
+ $link,
+ $link,
+ '',
+ ( map { $_ ne 'Cust. Status' ? $cust_link : '' }
+ FS::UI::Web::cust_header()
+ ),
+ ],
+ 'color' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_colors(),
+ ],
+ 'style' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_styles(),
+ ],
+ )
+%>
+<%init>
+
+my %opt = @_;
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $thing = $opt{'thing'};
+my $amount_field = $opt{'amount_field'};
+my $name_singular = $opt{'name_singular'};
+
+my $title = "\u$name_singular Search Results";
+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('payby') ) {
+ $cgi->param('payby') =~
+ /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/
+ or die "illegal payby ". $cgi->param('payby');
+ push @search, "cust_$thing.payby = '$1'";
+ if ( $3 ) {
+
+ my $cardtype = $3;
+
+ my $search;
+ if ( $cardtype eq 'VisaMC' ) {
+ #avoid posix regexes for portability
+ $search =
+ " ( ( substring(cust_$thing.payinfo from 1 for 1) = '4' ".
+ " AND substring(cust_$thing.payinfo from 1 for 4) != '4936' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49030[2-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49033[5-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49110[1-2]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49117[4-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49118[1-2]' ".
+ " )".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '51' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '52' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '53' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '54' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '54' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '55' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '36' ". #Diner's int'l processed as Visa/MC inside US
+ " ) ";
+ } elsif ( $cardtype eq 'Amex' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 2 ) = '34' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '37' ".
+ " ) ";
+ } elsif ( $cardtype eq 'Discover' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 4 ) = '6011' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '65' ".
+ " OR substring(cust_$thing.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN
+ " ) ";
+ } elsif ( $cardtype eq 'Maestro' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 2 ) = '63' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '67' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) = '564182' ".
+ " OR substring(cust_$thing.payinfo from 1 for 4 ) = '4936' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49030[2-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49033[5-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49110[1-2]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49117[4-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49118[1-2]' ".
+ " ) ";
+ } else {
+ die "unknown card type $cardtype";
+ }
+
+ my $masksearch = $search;
+ $masksearch =~ s/cust_$thing\.payinfo/cust_$thing.paymask/gi;
+
+ push @search,
+ "( $search OR ( cust_$thing.paymask IS NOT NULL AND $masksearch ) )";
+
+ }
+ }
+
+ if ( $cgi->param('payinfo') ) {
+ $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/
+ or die "illegal payinfo ". $cgi->param('payinfo');
+ push @search, "cust_$thing.payinfo = '$1'";
+ }
+
+ my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+ push @search, "_date >= $beginning ",
+ "_date <= $ending";
+
+ push @search, FS::UI::Web::parse_lt_gt($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');
+ }
+
+ #here is the agent virtualization
+ push @search, $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+ my $search = ' WHERE '. join(' AND ', @search);
+
+ $count_query = "SELECT COUNT(*), SUM($amount_field) ".
+ "FROM cust_$thing LEFT JOIN cust_main USING ( custnum )".
+ $search;
+
+ $sql_query = {
+ 'table' => "cust_$thing",
+ 'select' => join(', ',
+ "cust_$thing.*",
+ 'cust_main.custnum as cust_main_custnum',
+ FS::UI::Web::cust_sql_fields(),
+ ),
+ 'hashref' => {},
+ 'extra_sql' => "$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 cust_$thing".
+ " WHERE payinfo = '$payinfo' AND payby = '$payby'".
+ " AND ". $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+ $sql_query = {
+ 'table' => "cust_$thing",
+ 'hashref' => { 'payinfo' => $payinfo,
+ 'payby' => $payby },
+ 'extra_sql' => $FS::CurrentUser::CurrentUser->agentnums_sql.
+ " ORDER BY _date",
+ };
+
+}
+
+my $link = '';
+if ( $thing eq 'pay' ) { #XXX no refund receipts yet
+ $link = [ "${p}view/cust_pay.html?paynum=", 'paynum' ]
+ if $FS::CurrentUser::CurrentUser->access_right('View invoices'); #XXX for now
+ #later# if $FS::CurrentUser::CurrentUser->access_right('View customer payments');
+}
+
+my $cust_link = sub {
+ my $cust_thing = shift;
+ $cust_thing->cust_main_custnum
+ ? [ "${p}view/cust_main.cgi?", 'custnum' ]
+ : '';
+};
+
+</%init>
generated by cgit v1.2.1 (git 2.18.0) at 2026-02-17 22:23:55 +0000