X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fedit%2Fcust_main.cgi;h=9195f5dc8035db5aedf44394076b8a7cbae2f27e;hb=08ac47123e098939db3d94cc136ff02f174e8dd0;hp=4a8f70540ed12702a4536f4b87f452d2f46cf03f;hpb=b8cfd0780aa40bb07f3215bf9cb58011f5e32a35;p=freeside.git diff --git a/httemplate/edit/cust_main.cgi b/httemplate/edit/cust_main.cgi index 4a8f70540..9195f5dc8 100755 --- a/httemplate/edit/cust_main.cgi +++ b/httemplate/edit/cust_main.cgi @@ -1,572 +1,382 @@ - -<% - - #for misplaced logic below - #use FS::part_pkg; - - #for false laziness below (now more properly lazy) - #use FS::svc_acct_pop; - - #for (other) false laziness below - #use FS::agent; - #use FS::type_pkgs; - -my $conf = new FS::Conf; - -#get record - -my $error = ''; -my($custnum, $username, $password, $popnum, $cust_main, $saved_pkgpart); -my(@invoicing_list); -if ( $cgi->param('error') ) { - $error = $cgi->param('error'); - $cust_main = new FS::cust_main ( { - map { $_, scalar($cgi->param($_)) } fields('cust_main') - } ); - $custnum = $cust_main->custnum; - $saved_pkgpart = $cgi->param('pkgpart_svcpart') || ''; - if ( $saved_pkgpart =~ /^(\d+)_/ ) { - $saved_pkgpart = $1; - } else { - $saved_pkgpart = ''; - } - $username = $cgi->param('username'); - $password = $cgi->param('_password'); - $popnum = $cgi->param('popnum'); - @invoicing_list = split( /\s*,\s*/, $cgi->param('invoicing_list') ); -} elsif ( $cgi->keywords ) { #editing - my( $query ) = $cgi->keywords; - $query =~ /^(\d+)$/; - $custnum=$1; - $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } ); - if ( $cust_main->dbdef_table->column('paycvv') - && length($cust_main->paycvv) ) { - my $paycvv = $cust_main->paycvv; - $paycvv =~ s/./*/g; - $cust_main->paycvv($paycvv); - } - $saved_pkgpart = 0; - $username = ''; - $password = ''; - $popnum = 0; - @invoicing_list = $cust_main->invoicing_list; -} else { - $custnum=''; - $cust_main = new FS::cust_main ( {} ); - $cust_main->otaker( &getotaker ); - $cust_main->referral_custnum( $cgi->param('referral_custnum') ); - $saved_pkgpart = 0; - $username = ''; - $password = ''; - $popnum = 0; - @invoicing_list = (); -} -$cgi->delete_all(); -my $action = $custnum ? 'Edit' : 'Add'; - -# top - -my $p1 = popurl(1); -print header("Customer $action", '', ' onUnload="myclose()"'); -print qq!Error: !, $error, "" - if $error; - -print qq!
!, - qq!!, - qq!Customer # !, ( $custnum ? "$custnum" : " (NEW)" ), - -; - -# agent - -my $r = qq!* !; - -my %agent_search = dbdef->table('agent')->column('disabled') - ? ( 'disabled' => '' ) : (); -my @agents = qsearch( 'agent', \%agent_search ); -#die "No agents created!" unless @agents; -eidiot "You have not created any agents (or all agents are disabled). 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; -my $agentnum = $cust_main->agentnum || $agents[0]->agentnum; #default to first -if ( scalar(@agents) == 1 ) { - print qq!!; -} else { - print qq!

${r}Agent + + +% if ( $custnum ) { + <% mt('Customer #') |h %><% $cust_main->display_custnum %> - + + <% ucfirst($cust_main->status) %> + +

+% } + +%# agent, agent_custid, refnum (advertising source), referral_custnum +%# better section title for this? +<% mt('Basics') |h %> +<& cust_main/top_misc.html, $cust_main, 'custnum' => $custnum &> + +%# birthdate +% if ( $conf->config('national_id-country') +% || $conf->exists('cust_main-enable_birthdate') +% || $conf->exists('cust_main-enable_spouse_birthdate') +% || $conf->exists('cust_main-enable_anniversary_date') +% ) +% { +
+ <& cust_main/birthdate.html, $cust_main &> +% } +% my $has_ship_address = ''; +% if ( $cgi->param('error') ) { +% $has_ship_address = !$same; +% } elsif ( $cust_main->custnum ) { +% $has_ship_address = $cust_main->has_ship_address; +% } +
+ + + + + + +
+%#; padding-right:2px; vertical-align:top"> + <% mt('Billing address') |h %> + + <& cust_main/before_bill_location.html, $cust_main &> + <& /elements/location.html, + object => $cust_main->bill_location, + prefix => 'bill_', + &> + <& cust_main/after_bill_location.html, $cust_main &> +
+
+%#; padding-left:2px; vertical-align:top"> + <% mt('Service address') |h %> + + ><% mt('same as billing address') |h %> + + <& /elements/location.html, + object => $cust_main->ship_location, + prefix => 'ship_', + enable_censustract => 1, + enable_district => 1, + &> +
+ + + +
+ + + +
+ +<& cust_main/contacts_new.html, + 'cust_main' => $cust_main, +&> + +%# billing info +<& cust_main/billing.html, $cust_main, + 'payinfo' => $payinfo, + 'invoicing_list' => \@invoicing_list, +&> +
+ +% my $ro_comments = $conf->exists('cust_main-use_comments')?'':'readonly'; +% if (!$ro_comments || $cust_main->comments) { + +
+ <% mt('Comments') |h %> + + + + +
+ +
+ +% } + +% unless ( $custnum ) { + + <& cust_main/first_pkg.html, $cust_main, + 'pkgpart_svcpart' => $pkgpart_svcpart, + 'disable_empty' => + scalar( $cgi->param('lock_pkgpart') =~ /^(\d+)$/ ), + 'username' => $username, + 'password' => $password, + 'popnum' => $popnum, + 'saved_domsvc' => $saved_domsvc, + %svc_phone, + %svc_dsl, + &> + +% } + + + + + +%# cust_main/bottomfixup.js +% foreach my $hidden ( +% 'payauto', 'billday', +% 'payinfo', 'payinfo1', 'payinfo2', 'payinfo3', 'paytype', +% 'payname', 'paystate', 'exp_month', 'exp_year', 'paycvv', +% 'paystart_month', 'paystart_year', 'payissue', +% 'payip', +% 'paid', +% ) { + +% } + +<& cust_main/bottomfixup.html, 'custnum' => $custnum &> + +
+" + onClick = "this.disabled=true; bottomfixup(this.form);" +> +

+
+ +<& /elements/footer.html &> + +<%init> + +my $curuser = $FS::CurrentUser::CurrentUser; + +#probably redundant given the checks below... +die "access denied" + unless $curuser->access_right('New customer') + || $curuser->access_right('Edit customer'); -#referring customer - -#print qq!

Referring Customer: !; -my $referring_cust_main = ''; -if ( $cust_main->referral_custnum - and $referring_cust_main = - qsearchs('cust_main', { custnum => $cust_main->referral_custnum } ) -) { - print '

Referring Customer: '. - $cust_main->referral_custnum. ': '. - ( $referring_cust_main->company - || $referring_cust_main->last. ', '. $referring_cust_main->first ). - ''; -} elsif ( ! $conf->exists('disable_customer_referrals') ) { - print '

Referring customer number: '; -} else { - print ''; -} - -# contact info - -my($last,$first,$ss,$company,$address1,$address2,$city,$zip)=( - $cust_main->last, - $cust_main->first, - $cust_main->ss, - $cust_main->company, - $cust_main->address1, - $cust_main->address2, - $cust_main->city, - $cust_main->zip, -); - -print "

Billing address", &itable("#cccccc"), <${r}Contact name
(last, first) -END - -print < , - - -END - -if ( $conf->exists('show_ss') ) { - print qq!SS#!; -} else { - print qq!!; -} - -print < -Company -${r}Address -  -${r}City${r}State -END - -#false laziness with ship state -my $countrydefault = $conf->config('countrydefault') || 'US'; -$cust_main->country( $countrydefault ) unless $cust_main->country; - -my $statedefault = $conf->config('statedefault') - || ($countrydefault eq 'US' ? 'CA' : ''); -$cust_main->state( $statedefault ) - unless $cust_main->state || $cust_main->country ne $countrydefault; - -my($county_html, $state_html, $country_html) = - FS::cust_main_county::regionselector( $cust_main->county, - $cust_main->state, - $cust_main->country ); - -print "$county_html $state_html"; - -print qq!${r}Zip!; - -my($daytime,$night,$fax)=( - $cust_main->daytime, - $cust_main->night, - $cust_main->fax, -); - -my $daytime_label = FS::Msgcat::_gettext('daytime') || 'Day Phone'; -my $night_label = FS::Msgcat::_gettext('night') || 'Night Phone'; +my $conf = new FS::Conf; -print <${r}Country$country_html -$daytime_label -$night_label -Fax -END +#get record -print "${r}required fields
"; +my($custnum, $cust_main, $ss, $stateid, $payinfo, @invoicing_list); +my $pkgpart_svcpart = ''; #first_pkg +my($username, $password, $popnum, $saved_domsvc) = ( '', '', 0, 0 ); #svc_acct +my %svc_phone = (); +my %svc_dsl = (); +my $prospectnum = ''; +my $locationnum = ''; +my $same = ''; -# service address -if ( defined $cust_main->dbdef_table->column('ship_last') ) { +if ( $cgi->param('error') ) { - print "\n", < - function changed(what) { - what.form.same.checked = false; - } - function samechanged(what) { - if ( what.checked ) { -END -print " what.form.ship_$_.value = what.form.$_.value;\n" - for (qw( last first company address1 address2 city zip daytime night fax )); -print <param('same') || '') eq 'Y'; + # false laziness w/ edit/process/cust_main.cgi + my %locations; + for my $pre (qw(bill ship)) { + my %hash; + foreach ( FS::cust_main->location_fields ) { + $hash{$_} = scalar($cgi->param($pre.'_'.$_)); } + $hash{'custnum'} = $cgi->param('custnum'); + $locations{$pre} = qsearchs('cust_location', \%hash) + || FS::cust_location->new( \%hash ); } - -END - - print '
Service address ', - '(ship_last && $cgi->param('same') ne 'Y' ) { - print ' CHECKED'; - foreach ( - qw( last first company address1 address2 city county state zip country - daytime night fax ) - ) { - $cust_main->set("ship_$_", $cust_main->get($_) ); - } + if ( $same ) { + $locations{ship} = $locations{bill}; } - print '>same as billing address)
'; - - my($ship_last,$ship_first,$ship_company,$ship_address1,$ship_address2,$ship_city,$ship_zip)=( - $cust_main->ship_last, - $cust_main->ship_first, - $cust_main->ship_company, - $cust_main->ship_address1, - $cust_main->ship_address2, - $cust_main->ship_city, - $cust_main->ship_zip, - ); - - print &itable("#cccccc"), <${r}Contact name
(last, first) -END - - print < , - -END - - print < - Company - ${r}Address -   - ${r}City${r}State -END - - #false laziness with regular state - $cust_main->ship_country( $countrydefault ) unless $cust_main->ship_country; - - $cust_main->ship_state( $statedefault ) - unless $cust_main->ship_state - || $cust_main->ship_country ne $countrydefault; - - my($ship_county_html, $ship_state_html, $ship_country_html) = - FS::cust_main_county::regionselector( $cust_main->ship_county, - $cust_main->ship_state, - $cust_main->ship_country, - 'ship_', - 'changed(this)', ); - - print "$ship_county_html $ship_state_html"; - - print qq!${r}Zip!; - - my($ship_daytime,$ship_night,$ship_fax)=( - $cust_main->ship_daytime, - $cust_main->ship_night, - $cust_main->ship_fax, - ); - - print <${r}Country$ship_country_html - $daytime_label - $night_label - Fax -END - - print "${r}required fields
"; -} + $cust_main = new FS::cust_main ( { + map { ( $_, scalar($cgi->param($_)) ) } (fields('cust_main')), + map { ( "ship_$_", '' ) } (FS::cust_main->location_fields) + } ); -# billing info - -sub expselect { - my $prefix = shift; - my( $m, $y ) = (0, 0); - if ( scalar(@_) ) { - my $date = shift || '01-2000'; - if ( $date =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #PostgreSQL date format - ( $m, $y ) = ( $2, $1 ); - } elsif ( $date =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) { - ( $m, $y ) = ( $1, $3 ); - } else { - die "unrecognized expiration date format: $date"; - } + for my $pre (qw(bill ship)) { + $cust_main->set($pre.'_location', $locations{$pre}); + $cust_main->set($pre.'_locationnum', $locations{$pre}->locationnum); } - my $return = qq!!; - my @t = localtime; - my $thisYear = $t[5] + 1900; - for ( ($thisYear > $y && $y > 0 ? $y : $thisYear) .. 2037 ) { - $return .= "custnum; - $return; -} + die "access denied" + unless $curuser->access_right($custnum ? 'Edit customer' : 'New customer'); -my $payby_default = $conf->config('payby-default'); + @invoicing_list = split( /\s*,\s*/, $cgi->param('invoicing_list') ); + $cust_main->setfield('paid' => $cgi->param('paid')) if $cgi->param('paid'); + $ss = $cust_main->ss; # don't mask an entered value on errors + $stateid = $cust_main->stateid; # don't mask an entered value on errors + $payinfo = $cust_main->payinfo; # don't mask an entered value on errors -if ( $payby_default eq 'HIDE' ) { + $prospectnum = $cgi->param('prospectnum') || ''; - $cust_main->payby('BILL') unless $cust_main->payby; + $pkgpart_svcpart = $cgi->param('pkgpart_svcpart') || ''; - foreach my $field (qw( tax payby )) { - print qq!'; - } + $locationnum = $cgi->param('locationnum') || ''; - print qq!'; + #svc_acct + $username = $cgi->param('username'); + $password = $cgi->param('_password'); + $popnum = $cgi->param('popnum'); + $saved_domsvc = $cgi->param('domsvc') || ''; + if ( $saved_domsvc =~ /^(\d+)$/ ) { + $saved_domsvc = $1; + } else { + $saved_domsvc = ''; + } - foreach my $payby (qw( CARD DCRD CHEK DCHK LECB BILL COMP )) { - foreach my $field (qw( payinfo payname )) { - print qq!'; - } + #svc_phone + $svc_phone{$_} = $cgi->param($_) + foreach qw( countrycode phonenum sip_password pin phone_name ); - #false laziness w/expselect - my( $m, $y ); - my $date = $cust_main->paydate || '12-2037'; - if ( $date =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #PostgreSQL date format - ( $m, $y ) = ( $2, $1 ); - } elsif ( $date =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) { - ( $m, $y ) = ( $1, $3 ); - } else { - die "unrecognized expiration date format: $date"; - } + #svc_dsl (phonenum came in with svc_phone) + $svc_phone{$_} = $cgi->param($_) + foreach qw( password isp_chg isp_prev vendor_qual_id ); - print qq!!. - qq!!; +} elsif ( $cgi->keywords ) { #editing - } + die "access denied" + unless $curuser->access_right('Edit customer'); -} else { - - print "
Billing information", &itable("#cccccc"), - qq!tax eq "Y"; - print qq!>Tax Exempt!. - qq!invoicing_list; - print qq! CHECKED! - if ( ! @invoicing_list && ! $conf->exists('disablepostalinvoicedefault') ) - || grep { $_ eq 'POST' } @invoicing_list; - print qq!>Postal mail invoice!; - my $invoicing_list = join(', ', grep { $_ ne 'POST' } @invoicing_list ); - print qq!Email invoice !; - - print "Billing type", - "", '', - &table("#cccccc"), ""; - - my($payinfo, $payname)=( - $cust_main->payinfo, - $cust_main->payname, - ); - - my %payby = ( - 'CARD' => qq!Credit card (automatic)
${r}
${r}Exp !. expselect("CARD"). qq!
${r}Name on card
!, - 'DCRD' => qq!Credit card (on-demand)
${r}
${r}Exp !. expselect("DCRD"). qq!
${r}Name on card
!, - 'CHEK' => qq!Electronic check (automatic)
${r}Account number
${r}ABA/Routing number (help)
${r}Bank name !, - 'DCHK' => qq!Electronic check (on-demand)
${r}Account number
${r}ABA/Routing number (help)
${r}Bank name !, - 'LECB' => qq!Phone bill billing
${r}Phone number !, - 'BILL' => qq!Billing
P.O.
Attention
!, - 'COMP' => qq!Complimentary
${r}Approved by
${r}Exp !. expselect("COMP"), -); - - if ( $cust_main->dbdef_table->column('paycvv') ) { - foreach my $payby ( grep { exists $payby{$_} } qw(CARD DCRD) ) { #1.4/1.5 bs - $payby{$payby} .= qq!
CVV2 (help) !; - } + my( $query ) = $cgi->keywords; + $query =~ /^(\d+)$/; + $custnum=$1; + $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } ); + if ( $cust_main->dbdef_table->column('paycvv') + && length($cust_main->paycvv) ) { + my $paycvv = $cust_main->paycvv; + $paycvv =~ s/./*/g; + $cust_main->paycvv($paycvv); } + @invoicing_list = $cust_main->invoicing_list; + $ss = $conf->exists('unmask_ss') ? $cust_main->ss : $cust_main->masked('ss'); + $stateid = $cust_main->masked('stateid'); + $payinfo = $cust_main->paymask; - my( $account, $aba ) = split('@', $payinfo); - - my %paybychecked = ( - 'CARD' => qq!Credit card (automatic)
${r}
${r}Exp !. expselect("CARD", $cust_main->paydate). qq!
${r}Name on card
!, - 'DCRD' => qq!Credit card (on-demand)
${r}
${r}Exp !. expselect("DCRD", $cust_main->paydate). qq!
${r}Name on card
!, - 'CHEK' => qq!Electronic check (automatic)
${r}Account number
${r}ABA/Routing number (help)
${r}Bank name !, - 'DCHK' => qq!Electronic check (on-demand)
${r}Account number
${r}ABA/Routing number (help)
${r}Bank name !, - 'LECB' => qq!Phone bill billing
${r}Phone number !, - 'BILL' => qq!Billing
P.O.
Attention
!, - 'COMP' => qq!Complimentary
${r}Approved by
${r}Exp !. expselect("COMP", $cust_main->paydate), -); +} else { #new customer - if ( $cust_main->dbdef_table->column('paycvv') ) { - my $paycvv = $cust_main->paycvv; + die "access denied" + unless $curuser->access_right('New customer'); - foreach my $payby ( grep { exists $payby{$_} } qw(CARD DCRD) ) { #1.4/1.5 bs - $paybychecked{$payby} .= qq!
CVV2 (help) !; - } + $custnum=''; + $cust_main = new FS::cust_main ( {} ); + $cust_main->agentnum( $conf->config('default_agentnum') ) + if $conf->exists('default_agentnum'); + $cust_main->otaker( &getotaker ); + $cust_main->referral_custnum( $cgi->param('referral_custnum') ); + @invoicing_list = (); + push @invoicing_list, 'POST' + unless $conf->exists('disablepostalinvoicedefault'); + $ss = ''; + $stateid = ''; + $payinfo = ''; + + if ( $cgi->param('qualnum') =~ /^(\d+)$/ ) { + my $qualnum = $1; + my $qual = qsearchs('qual', { 'qualnum' => $qualnum } ) + or die "unknown qualnum $qualnum"; + + my $prospect_main = $qual->cust_or_prospect; + $prospectnum = $prospect_main->prospectnum + or die "qualification not on a prospect"; + + $cust_main->agentnum( $prospect_main->agentnum ); + $cust_main->company( $prospect_main->company ); + + #first contact? -> name + my @contacts = $prospect_main->contact; + my $contact = $contacts[0]; + $cust_main->first( $contact->first ); + $cust_main->set( 'last', $contact->get('last') ); + #contact phone numbers? + + #location -> address (all prospect quals have location, right?) + my $cust_location = $qual->cust_location; + $cust_location->dealternize; + $cust_main->$_( $cust_location->$_ ) + foreach qw( address1 address2 city county state zip country latitude longitude coord_auto geocode ); + + #locationnum -> package order + $locationnum = $qual->locationnum; + + #pkgpart handled by lock_pkgpart below + + #service telephone & vendor_qual_id -> svc_dsl + $svc_dsl{$_} = $qual->$_ + foreach qw( phonenum vendor_qual_id ); } - - - $cust_main->payby($payby_default) unless $cust_main->payby; - for (qw(CARD DCRD CHEK DCHK LECB BILL COMP)) { - print qq!payby eq "$_") { - print qq! CHECKED> $paybychecked{$_}!; - } else { - print qq!> $payby{$_}!; - } + else { + my $countrydefault = $conf->config('countrydefault') || 'US'; + my $statedefault = $conf->config('statedefault') || 'CA'; + $cust_main->set('bill_location', + FS::cust_location->new( + { country => $countrydefault, state => $statedefault } + ) + ); + $cust_main->set('ship_location', + FS::cust_location->new( + { country => $countrydefault, state => $statedefault } + ) + ); } - print "$r required fields for each billing type"; - -} - -if ( defined $cust_main->dbdef_table->column('comments') ) { - print "

Comments", &itable("#cccccc"), - qq!", - ""; -} - -unless ( $custnum ) { - # pry the wrong place for this logic. also pretty expensive - #use FS::part_pkg; - - #false laziness, copied from FS::cust_pkg::order - my $pkgpart; - if ( scalar(@agents) == 1 ) { - # $pkgpart->{PKGPART} is true iff $custnum may purchase PKGPART - my($agent)=qsearchs('agent',{'agentnum'=> $agentnum }); - $pkgpart = $agent->pkgpart_hashref; - } else { - #can't know (agent not chosen), so, allow all - my %typenum; - foreach my $agent ( @agents ) { - next if $typenum{$agent->typenum}++; - #fixed in 5.004_05 #$pkgpart->{$_}++ foreach keys %{ $agent->pkgpart_hashref } - foreach ( keys %{ $agent->pkgpart_hashref } ) { $pkgpart->{$_}++; } #5.004_04 workaround - } + if ( $cgi->param('lock_pkgpart') =~ /^(\d+)$/ ) { + my $pkgpart = $1; + my $part_pkg = qsearchs('part_pkg', { 'pkgpart' => $pkgpart } ) + or die "unknown pkgpart $pkgpart"; + my $svcpart = $part_pkg->svcpart; + $pkgpart_svcpart = $pkgpart.'_'.$svcpart; } - #eslaf - my @part_pkg = grep { $_->svcpart('svc_acct') && $pkgpart->{ $_->pkgpart } } - qsearch( 'part_pkg', { 'disabled' => '' } ); - - if ( @part_pkg ) { +} -# print "

First package", &itable("#cccccc", "0 ALIGN=LEFT"), -#apiabuse & undesirable wrapping - print "

First package", &itable("#cccccc"), - qq!"; - - #false laziness: (mostly) copied from edit/svc_acct.cgi - #$ulen = $svc_acct->dbdef_table->column('username')->length; - my $ulen = dbdef->table('svc_acct')->column('username')->length; - my $ulen2 = $ulen+2; - my $passwordmax = $conf->config('passwordmax') || 8; - my $pmax2 = $passwordmax + 2; - print <Username - -Password - -(blank to generate) -END - - print 'Access number' - . - &FS::svc_acct_pop::popselector($popnum). - '' - ; - } -} - -my $otaker = $cust_main->otaker; -print qq!!, - qq!
!, - "", -; +my $r = qq!* !; -%> +