3 # $Id: cust_main.cgi,v 1.28 2000-12-26 23:51:40 ivan Exp $
5 # Usage: cust_main.cgi custnum
6 # http://server.name/path/cust_main.cgi?custnum
8 # ivan@voicenet.com 96-nov-29 -> 96-dec-04
10 # Blank custnum for new customer.
11 # ivan@voicenet.com 96-dec-16
13 # referral defaults to blank, to force people to pick something
14 # ivan@voicenet.com 97-jun-4
17 # ivan@voicenet.com 97-jul-28
19 # new customer is null, not '#'
20 # otaker gotten from &getotaker instead of $ENV{REMOTE_USER}
21 # ivan@sisd.com 97-nov-12
24 # no need for old_ fields.
25 # now state+county is a select field (took out PA hack)
26 # used autoloaded $cust_main->field methods
27 # ivan@sisd.com 97-dec-17
29 # fixed quoting problems ivan@sisd.com 98-feb-23
31 # paydate sql update ivan@sisd.com 98-mar-5
33 # Changes to allow page to work at a relative position in server
34 # Changed 'day' to 'daytime' because Pg6.3 reserves the day word
35 # Added test for paydate in mm-dd-yyyy format for Pg6.3 default format
36 # bmccane@maxbaud.net 98-apr-3
38 # fixed one missed day->daytime ivan@sisd.com 98-jul-13
40 # $Log: cust_main.cgi,v $
41 # Revision 1.28 2000-12-26 23:51:40 ivan
42 # statedefault & referraldefault config files
44 # Revision 1.27 2000/12/03 13:45:15 ivan
45 # patch from Jason Spence <thalakan@frys.com>: admin.html doc, autocapgen
47 # Revision 1.26 2000/06/27 12:15:50 ivan
50 # Revision 1.25 2000/03/02 08:09:38 ivan
51 # still need to allow blank expiration dates
53 # Revision 1.24 2000/01/30 06:54:50 ivan
54 # credit card expiration dates not sticky bug fixed?
56 # Revision 1.23 2000/01/27 00:53:14 ivan
59 # Revision 1.22 1999/12/17 02:33:23 ivan
62 # Revision 1.21 1999/08/23 07:40:38 ivan
65 # Revision 1.20 1999/08/23 07:08:11 ivan
66 # no CGI::Switch for now
68 # Revision 1.19 1999/08/21 02:14:25 ivan
69 # better error message for no agents
71 # Revision 1.18 1999/08/11 15:38:33 ivan
72 # fix for perl 5.004_04
74 # Revision 1.17 1999/08/10 11:15:45 ivan
75 # corrected a misleading comment
77 # Revision 1.15 1999/04/14 13:14:54 ivan
78 # configuration option to edit referrals of existing customers
80 # Revision 1.14 1999/04/14 07:47:53 ivan
83 # Revision 1.13 1999/04/09 03:52:55 ivan
84 # explicit & for table/itable/ntable
86 # Revision 1.12 1999/04/06 11:16:16 ivan
87 # give a meaningful error message if you try to create a customer before you've
90 # Revision 1.11 1999/03/25 13:55:10 ivan
91 # one-screen new customer entry (including package and service) for simple
92 # packages with one svc_acct service
94 # Revision 1.10 1999/02/28 00:03:34 ivan
95 # removed misleading comments
97 # Revision 1.9 1999/02/23 08:09:20 ivan
98 # beginnings of one-screen new customer entry and some other miscellania
100 # Revision 1.8 1999/01/25 12:09:53 ivan
101 # yet more mod_perl stuff
103 # Revision 1.7 1999/01/19 05:13:34 ivan
104 # for mod_perl: no more top-level my() variables; use vars instead
105 # also the last s/create/new/;
107 # Revision 1.6 1999/01/18 09:41:24 ivan
108 # all $cgi->header calls now include ( '-expires' => 'now' ) for mod_perl
111 # Revision 1.5 1999/01/18 09:22:30 ivan
112 # changes to track email addresses for email invoicing
114 # Revision 1.4 1998/12/23 08:08:15 ivan
117 # Revision 1.3 1998/12/17 06:17:00 ivan
118 # fix double // in relative URLs, s/CGI::Base/CGI/;
122 use vars qw( $cgi $custnum $action $cust_main $p1 @agents $agentnum
123 $last $first $ss $company $address1 $address2 $city $zip
124 $daytime $night $fax @invoicing_list $invoicing_list $payinfo
125 $payname %payby %paybychecked $refnum $otaker $r );
126 use vars qw ( $conf $pkgpart $username $password $popnum $ulen $ulen2 );
129 use CGI::Carp qw(fatalsToBrowser);
130 use FS::UID qw(cgisuidsetup getotaker);
131 #use FS::Record qw(qsearch qsearchs fields);
132 use FS::Record qw(qsearch qsearchs fields dbdef);
133 use FS::CGI qw(header popurl itable table);
136 use FS::part_referral;
137 use FS::cust_main_county;
139 #for misplaced logic below
142 #for false laziness below
143 use FS::svc_acct_pop;
145 #for (other) false laziness below
152 $conf = new FS::Conf;
156 if ( $cgi->param('error') ) {
157 $cust_main = new FS::cust_main ( {
158 map { $_, scalar($cgi->param($_)) } fields('cust_main')
160 $custnum = $cust_main->custnum;
161 $pkgpart = $cgi->param('pkgpart_svcpart') || '';
162 if ( $pkgpart =~ /^(\d+)_/ ) {
167 $username = $cgi->param('username');
168 $password = $cgi->param('_password');
169 $popnum = $cgi->param('popnum');
170 } elsif ( $cgi->keywords ) { #editing
171 my( $query ) = $cgi->keywords;
174 $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } );
181 $cust_main = new FS::cust_main ( {} );
182 $cust_main->setfield('otaker',&getotaker);
188 $action = $custnum ? 'Edit' : 'Add';
193 print $cgi->header( '-expires' => 'now' ), header("Customer $action", '');
194 print qq!<FONT SIZE="+1" COLOR="#ff0000">Error: !, $cgi->param('error'),
196 if $cgi->param('error');
198 # JRS: Javascript to set up the form for us
199 if ( $conf->exists('autocapnames') ) {
201 <SCRIPT language="Javascript"><!--
203 function capName(name) {
204 var temp = new String();
205 var n = name.toString();
207 // Handle "Mc", "Mac", "Von", "Van", etc...
209 if(n.substr(0,2).toLowerCase() == "mc") {
211 temp += n.charAt(2).toUpperCase();
212 temp += n.substr(3).toLowerCase();
216 if(n.substr(0,3).toLowerCase() == "mac") {
218 temp += n.charAt(3).toUpperCase();
219 temp += n.substr(4).toLowerCase();
222 if(n.substr(0,3).toLowerCase() == "von") {
224 temp += n.charAt(3).toUpperCase();
225 temp += n.substr(4).toLowerCase();
228 if(n.substr(0,3).toLowerCase() == "van") {
230 temp += n.charAt(3).toUpperCase();
231 temp += n.substr(4).toLowerCase();
234 temp += n.charAt(0).toUpperCase();
235 temp += n.substr(1).toLowerCase();
244 print qq!<FORM ACTION="${p1}process/cust_main.cgi" METHOD=POST NAME="form1">!,
245 qq!<INPUT TYPE="hidden" NAME="custnum" VALUE="$custnum">!,
246 qq!Customer # !, ( $custnum ? $custnum : " (NEW)" ),
252 $r = qq!<font color="#ff0000">*</font>!;
254 @agents = qsearch( 'agent', {} );
255 #die "No agents created!" unless @agents;
256 die "You have not created any agents. You must create at least one agent before adding a customer. Go to ". popurl(2). "browse/agent.cgi and create one or more agents." unless @agents;
257 $agentnum = $cust_main->agentnum || $agents[0]->agentnum; #default to first
258 if ( scalar(@agents) == 1 ) {
259 print qq!<INPUT TYPE="hidden" NAME="agentnum" VALUE="$agentnum">!;
261 print qq!<BR><BR>${r}Agent <SELECT NAME="agentnum" SIZE="1">!;
263 foreach $agent (sort {
264 $a->agent cmp $b->agent;
266 print '<OPTION VALUE="', $agent->agentnum, '"',
267 " SELECTED"x($agent->agentnum==$agentnum),
268 ">", $agent->agentnum,": ", $agent->agent;
275 $refnum = $cust_main->refnum || $conf->config('referraldefault') || 0;
276 if ( $custnum && ! $conf->exists('editreferrals') ) {
277 print qq!<INPUT TYPE="hidden" NAME="refnum" VALUE="$refnum">!;
279 my(@referrals) = qsearch('part_referral',{});
280 if ( scalar(@referrals) == 1 ) {
281 $refnum ||= $referrals[0]->refnum;
282 print qq!<INPUT TYPE="hidden" NAME="refnum" VALUE="$refnum">!;
284 print qq!<BR><BR>${r}Referral <SELECT NAME="refnum" SIZE="1">!;
285 print "<OPTION> " unless $refnum;
287 foreach $referral (sort {
288 $a->refnum <=> $b->refnum;
290 print "<OPTION" . " SELECTED"x($referral->refnum==$refnum),
291 ">", $referral->refnum, ": ", $referral->referral;
300 ($last,$first,$ss,$company,$address1,$address2,$city,$zip)=(
305 $cust_main->address1,
306 $cust_main->address2,
311 print "<BR><BR>Contact information", &itable("#c0c0c0"), <<END;
312 <TR><TH ALIGN="right">${r}Contact name<BR>(last, first)</TH><TD COLSPAN=3>
315 if ( $conf->exists('autocapnames') ) {
317 <INPUT TYPE="text" NAME="last" VALUE="$last" onChange="updateUsername();">,
318 <INPUT TYPE="text" NAME="first" VALUE="$first" onChange="updateUsername();">
322 <INPUT TYPE="text" NAME="last" VALUE="$last">,
323 <INPUT TYPE="text" NAME="first" VALUE="$first">
328 </TD><TD ALIGN="right">SS#</TD><TD><INPUT TYPE="text" NAME="ss" VALUE="$ss" SIZE=11></TD></TR>
329 <TR><TD ALIGN="right">Company</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="company" VALUE="$company" SIZE=70></TD></TR>
330 <TR><TH ALIGN="right">${r}Address</TH><TD COLSPAN=5><INPUT TYPE="text" NAME="address1" VALUE="$address1" SIZE=70></TD></TR>
331 <TR><TD ALIGN="right"> </TD><TD COLSPAN=5><INPUT TYPE="text" NAME="address2" VALUE="$address2" SIZE=70></TD></TR>
332 <TR><TH ALIGN="right">${r}City</TH><TD><INPUT TYPE="text" NAME="city" VALUE="$city"></TD><TH ALIGN="right">${r}State/Country</TH><TD><SELECT NAME="state" SIZE="1">
335 $cust_main->country( $conf->config('countrydefault') || 'US' )
336 unless $cust_main->country;
337 $cust_main->state( $conf->config('statedefault') || 'CA' )
338 unless $cust_main->state;
339 foreach ( qsearch('cust_main_county',{}) ) {
341 print " SELECTED" if ( $cust_main->state eq $_->state
342 && $cust_main->county eq $_->county
343 && $cust_main->country eq $_->country
346 print " (",$_->county,")" if $_->county;
347 print " / ", $_->country;
349 print qq!</SELECT></TD><TH>${r}Zip</TH><TD><INPUT TYPE="text" NAME="zip" VALUE="$zip" SIZE=10></TD></TR>!;
351 ($daytime,$night,$fax)=(
358 <TR><TD ALIGN="right">Day Phone</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="daytime" VALUE="$daytime" SIZE=18></TD></TR>
359 <TR><TD ALIGN="right">Night Phone</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="night" VALUE="$night" SIZE=18></TD></TR>
360 <TR><TD ALIGN="right">Fax</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="fax" VALUE="$fax" SIZE=12></TD></TR>
363 print "</TABLE>$r required fields<BR>";
369 my( $m, $y ) = (0, 0);
371 my $date = shift || '01-2000';
372 if ( $date =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #PostgreSQL date format
373 ( $m, $y ) = ( $2, $1 );
374 } elsif ( $date =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
375 ( $m, $y ) = ( $1, $3 );
377 die "unrecognized expiration date format: $date";
381 my $return = qq!<SELECT NAME="$prefix!. qq!_month" SIZE="1">!;
383 $return .= "<OPTION";
384 $return .= " SELECTED" if $_ == $m;
387 $return .= qq!</SELECT>/<SELECT NAME="$prefix!. qq!_year" SIZE="1">!;
388 for ( 2001 .. 2037 ) {
389 $return .= "<OPTION";
390 $return .= " SELECTED" if $_ == $y;
393 $return .= "</SELECT>";
398 print "<BR>Billing information", &itable("#c0c0c0"),
399 qq!<TR><TD><INPUT TYPE="checkbox" NAME="tax" VALUE="Y"!;
400 print qq! CHECKED! if $cust_main->tax eq "Y";
401 print qq!>Tax Exempt</TD></TR>!;
402 print qq!<TR><TD><INPUT TYPE="checkbox" NAME="invoicing_list_POST" VALUE="POST"!;
403 @invoicing_list = $cust_main->invoicing_list;
405 if ! @invoicing_list || grep { $_ eq 'POST' } @invoicing_list;
406 print qq!>Postal mail invoice</TD></TR>!;
407 $invoicing_list = join(', ', grep { $_ ne 'POST' } @invoicing_list );
408 print qq!<TR><TD>Email invoice <INPUT TYPE="text" NAME="invoicing_list" VALUE="$invoicing_list"></TD></TR>!;
410 print "<TR><TD>Billing type</TD></TR>",
412 &table("#c0c0c0"), "<TR>";
414 ($payinfo, $payname)=(
420 'CARD' => qq!Credit card<BR>${r}<INPUT TYPE="text" NAME="CARD_payinfo" VALUE="" MAXLENGTH=19><BR>${r}Exp !. expselect("CARD"). qq!<BR>${r}Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="">!,
421 'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE=""><BR>${r}Exp !. expselect("BILL", "12-2037"). qq!<BR>${r}Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="Accounts Payable">!,
422 'COMP' => qq!Complimentary<BR>${r}Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE=""><BR>${r}Exp !. expselect("COMP"),
425 'CARD' => qq!Credit card<BR>${r}<INPUT TYPE="text" NAME="CARD_payinfo" VALUE="$payinfo" MAXLENGTH=19><BR>${r}Exp !. expselect("CARD", $cust_main->paydate). qq!<BR>${r}Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="$payname">!,
426 'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE="$payinfo"><BR>${r}Exp !. expselect("BILL", $cust_main->paydate). qq!<BR>${r}Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="$payname">!,
427 'COMP' => qq!Complimentary<BR>${r}Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE="$payinfo"><BR>${r}Exp !. expselect("COMP", $cust_main->paydate),
429 for (qw(CARD BILL COMP)) {
430 print qq!<TD VALIGN=TOP><INPUT TYPE="radio" NAME="payby" VALUE="$_"!;
431 if ($cust_main->payby eq "$_") {
432 print qq! CHECKED> $paybychecked{$_}</TD>!;
434 print qq!> $payby{$_}</TD>!;
438 print "</TR></TABLE>$r required fields for each billing type";
440 unless ( $custnum ) {
441 # pry the wrong place for this logic. also pretty expensive
444 #false laziness, copied from FS::cust_pkg::order
446 if ( scalar(@agents) == 1 ) {
447 # $pkgpart->{PKGPART} is true iff $custnum may purchase $pkgpart
448 my($agent)=qsearchs('agent',{'agentnum'=> $agentnum });
449 $pkgpart = $agent->pkgpart_hashref;
451 #can't know (agent not chosen), so, allow all
453 foreach my $agent ( @agents ) {
454 next if $typenum{$agent->typenum}++;
455 #fixed in 5.004_05 #$pkgpart->{$_}++ foreach keys %{ $agent->pkgpart_hashref }
456 foreach ( keys %{ $agent->pkgpart_hashref } ) { $pkgpart->{$_}++; } #5.004_04 workaround
461 my @part_pkg = grep { $_->svcpart('svc_acct') && $pkgpart->{ $_->pkgpart } }
462 qsearch( 'part_pkg', {} );
466 print "<BR><BR>First package", &itable("#c0c0c0"),
467 qq!<TR><TD COLSPAN=2><SELECT NAME="pkgpart_svcpart">!;
469 print qq!<OPTION VALUE="">(none)!;
471 foreach my $part_pkg ( @part_pkg ) {
472 print qq!<OPTION VALUE="!,
473 # $part_pkg->pkgpart. "_". $pkgpart{ $part_pkg->pkgpart }, '"';
474 $part_pkg->pkgpart. "_". $part_pkg->svcpart, '"';
475 print " SELECTED" if $pkgpart && ( $part_pkg->pkgpart == $pkgpart );
476 print ">", $part_pkg->pkg, " - ", $part_pkg->comment;
478 print "</SELECT></TD></TR>";
480 #false laziness: (mostly) copied from edit/svc_acct.cgi
481 #$ulen = $svc_acct->dbdef_table->column('username')->length;
482 $ulen = dbdef->table('svc_acct')->column('username')->length;
485 <TR><TD ALIGN="right">Username</TD>
486 <TD><INPUT TYPE="text" NAME="username" VALUE="$username" SIZE=$ulen2 MAXLENGTH=$ulen></TD></TR>
487 <TR><TD ALIGN="right">Password</TD>
488 <TD><INPUT TYPE="text" NAME="_password" VALUE="$password" SIZE=10 MAXLENGTH=8>
489 (blank to generate)</TD></TR>
491 print qq!<TR><TD ALIGN="right">POP</TD><TD><SELECT NAME="popnum" SIZE=1><OPTION> !;
493 foreach $svc_acct_pop ( qsearch ('svc_acct_pop',{} ) ) {
494 print qq!<OPTION VALUE="!, $svc_acct_pop->popnum, '"',
495 ( $popnum && $svc_acct_pop->popnum == $popnum ) ? ' SELECTED' : '', ">",
496 $svc_acct_pop->popnum, ": ",
497 $svc_acct_pop->city, ", ",
498 $svc_acct_pop->state,
499 " (", $svc_acct_pop->ac, ")/",
500 $svc_acct_pop->exch, "\n"
503 print "</SELECT></TD></TR></TABLE>";
507 $otaker = $cust_main->otaker;
508 print qq!<INPUT TYPE="hidden" NAME="otaker" VALUE="$otaker">!,
509 qq!<BR><BR><INPUT TYPE="submit" VALUE="!,
510 $custnum ? "Apply Changes" : "Add Customer", qq!">!,
511 "</FORM></BODY></HTML>",