X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Felements%2Fmenu.html;h=627f9c857c7869c25995fa33a2894ad00ab2134c;hb=7621140d9f8945c54523c05bcac8e79693a16a52;hp=7ee34a9770e20124557740218d10133ed622781e;hpb=db4034e2019cb6c7f455640b89e8d5fedeb28932;p=freeside.git

diff --git a/httemplate/elements/menu.html b/httemplate/elements/menu.html
index 7ee34a977..627f9c857 100644
--- a/httemplate/elements/menu.html
+++ b/httemplate/elements/menu.html
@@ -70,12 +70,15 @@ tie my %report_customers_search, 'Tie::IxHash';
 $report_customers_search{'by ordering employee'} = [ $fsurl. 'search/cust_main-otaker.cgi' ]
   if $curuser->access_right('Configuration');
 
-tie my %report_customers, 'Tie::IxHash',
-  'List customers' => [ \%report_customers_lists, 'List customers' ],
-;
+tie my %report_customers, 'Tie::IxHash';
+$report_customers{'List customers'} = [ \%report_customers_lists, 'List customers' ]
+  if $curuser->access_right('List customers');
 $report_customers{'Search customers'} = [ \%report_customers_search, 'Search customers' ]
   if keys %report_customers_search;
-$report_customers{'Zip code distribution'} = [ $fsurl.'search/report_cust_main-zip.html', 'Zip codes by number of customers' ];
+$report_customers{'Zip code distribution'}     = [ $fsurl. 'search/report_cust_main-zip.html', 'Zip codes by number of customers' ];
+$report_customers{'Advanced customer reports'} = [ $fsurl. 'search/report_cust_main.html', 'by status, signup date, agent, etc.' ]
+  if    $curuser->access_right('List customers')
+     && $curuser->access_right('List packages');
 
 tie my %report_invoices_open, 'Tie::IxHash',
   'All open invoices' => [ $fsurl.'search/cust_bill.html?OPEN_date', 'All invoices with an unpaid balance' ],
@@ -102,6 +105,7 @@ foreach my $svcdb ( FS::part_svc->svc_tables() ) {
   my $name =        "FS::$svcdb"->table_info->{'name_plural'}
              || PL( "FS::$svcdb"->table_info->{'name'}        );
   my $lcname = lc($name);
+  my $lcsname = lc("FS::$svcdb"->table_info->{'name'});
   my $longname = "FS::$svcdb"->table_info->{'longname_plural'} || $name;
   my $lclongname = lc($longname);
   my $sorts = "FS::$svcdb"->table_info->{'sorts'} || [ 'svcnum' ];
@@ -115,8 +119,11 @@ foreach my $svcdb ( FS::part_svc->svc_tables() ) {
 
   foreach my $sort ( @$sorts ) {
 
+    my $field_info = FS::part_svc->svc_table_fields($svcdb)->{$sort};
+    my $label = $field_info->{'label_sort'} || 'by '.$field_info->{'label'};
+
     my $title = "All $lcname";
-    $title .= " by ". FS::part_svc->svc_table_fields($svcdb)->{$sort}->{'label'}
+    $title .= " $label"
       if scalar(@$sorts) > 1;
 
     $report_svc{$title} =
@@ -125,6 +132,13 @@ foreach my $svcdb ( FS::part_svc->svc_tables() ) {
       ];
   }
 
+  if ( $svcdb eq 'svc_acct' ) {
+    $report_svc{"All $lcname never logged in"} = 
+      [ svc_url( %svc_url, 'query' => "magic=nologin;sortby=svcnum" ),
+        '',
+      ];
+  }
+
   if ( $curuser->access_right('View/link unlinked services') ) {
     $report_svc{"Unlinked $lcname"} = 
       [ svc_url( %svc_url, 'query' => "magic=unlinked;sortby=". $sorts->[0] ),
@@ -132,15 +146,27 @@ foreach my $svcdb ( FS::part_svc->svc_tables() ) {
       ];
   }
 
+  if ( $svcdb eq 'svc_acct' ) {
+    $report_svc{"Advanced $lcsname reports"} = 
+      [ $fsurl."search/report_$svcdb.html", '' ];
+  }
+
   $report_services{$name} = [ \%report_svc, $longname ];
 
 }
 
 tie my %report_packages, 'Tie::IxHash';
-if ( $curuser->access_right('Configuration') ) {
+if (    $curuser->access_right('Edit package definitions')
+     || $curuser->access_right('Edit global package definitions')
+   )
+{
   $report_packages{'Package definitions'} =  [ $fsurl.'browse/part_pkg.cgi?active=1', 'Package definitions by number of active packages' ];
   $report_packages{'separator'} =  '';
 }
+if ( $curuser->access_right('Financial reports') ) {
+  $report_packages{'Package churn'} =  [ $fsurl.'graph/report_cust_pkg.html', 'Orders, suspensions and cancellations summary graph' ];
+  $report_packages{'separator2'} =  '';
+}
 $report_packages{'All customer packages'} =  [ $fsurl.'search/cust_pkg.cgi?pkgnum', 'List all customer packages', ];
 $report_packages{'Suspended customer packages'} =  [ $fsurl.'search/cust_pkg.cgi?magic=suspended', 'List suspended packages' ];
 $report_packages{'Customer packages with unconfigured services'} =  [ $fsurl.'search/cust_pkg.cgi?APKG_pkgnum', 'List packages which have provisionable services' ];
@@ -149,11 +175,14 @@ $report_packages{'Advanced package reports'} =  [ $fsurl.'search/report_cust_pkg
 tie my %report_rating, 'Tie::IxHash',
   'RADIUS sessions' => [ $fsurl.'search/sqlradius.html', '' ],
   'Call Detail Records (CDRs)' => [ $fsurl.'search/report_cdr.html', '' ],
+  'Time worked' => [ $fsurl.'search/report_rt_transaction.html', '' ],
 ;
 
 tie my %report_bill_event, 'Tie::IxHash',
-  'All billing events' => [ $fsurl.'search/cust_bill_event.html', 'All billing events for a date range' ],
-  'Invoice event errors' => [ $fsurl.'search/cust_bill_event.html?failed=1', 'failed credit cards, processor or printer problems, etc.' ],
+  'All billing events' => [ $fsurl.'search/report_cust_event.html', 'All billing events for a date range' ],
+  'Billing event errors' => [ $fsurl.'search/report_cust_event.html?failed=1', 'Failed credit cards, processor or printer problems, etc.' ],
+  'All invoice events' => [ $fsurl.'search/cust_bill_event.html', 'Reports on deprecated, old-style invoice events for a date range' ],
+  'Invoice event errors' => [ $fsurl.'search/cust_bill_event.html?failed=1', 'Reports on deprecated, old-style events for failed credit cards, processor or printer problems, etc.' ],
 ;
 
 tie my %report_financial, 'Tie::IxHash', 
@@ -162,11 +191,15 @@ tie my %report_financial, 'Tie::IxHash',
   'Credit Report' => [ $fsurl.'search/report_cust_credit.html', 'Credit report (by employee and/or date range)' ],
   'Payment Report' => [ $fsurl.'search/report_cust_pay.html', 'Payment report (by type and/or date range)' ],
 ;
+$report_financial{'Pending Payment Report'} = [ $fsurl.'search/cust_pay_pending.html?magic=_date;statusNOT=done', 'Pending real-time payments' ]
+  if $curuser->access_right('View customer pending payments');
 $report_financial{'Payment Batch Report'} = [ $fsurl.'search/pay_batch.html', 'Payment batches (by status and/or date range)' ]
-  if $conf->exists('batch-enable');
+  if $conf->exists('batch-enable') || $conf->config('batch-enable_payby');
 $report_financial{'A/R Aging'} = [ $fsurl.'search/report_receivables.html', 'Accounts Receivable Aging report' ];
 $report_financial{'Prepaid Income'} = [ $fsurl.'search/report_prepaid_income.html', 'Prepaid income (unearned revenue)  report' ];
-$report_financial{'Sales Tax Liability'} = [ $fsurl.'search/report_tax.html', 'Sales tax liability report' ];
+$report_financial{'Sales Tax Liability'} = [ $fsurl.'search/report_tax.html', 'Sales tax liability report (old taxclass system)' ];
+$report_financial{'Tax Liability'} = [ $fsurl.'search/report_newtax.html', 'Tax liability report (new tax products system)' ]
+  if $conf->exists('enable_taxproducts');
 ;
 
 tie my %report_menu, 'Tie::IxHash';
@@ -184,12 +217,17 @@ $report_menu{'Billing events'} =  [ \%report_bill_event, 'Billing events' ]
   if $curuser->access_right('Billing event reports');
 $report_menu{'Financial'}  = [ \%report_financial, 'Financial reports' ]
   if $curuser->access_right('Financial reports');
+$report_menu{'SQL Query'}  = [ $fsurl.'search/report_sql.html', 'SQL Query' ]
+  if $curuser->access_right('Raw SQL');
 
 tie my %tools_importing, 'Tie::IxHash',
-  'Import customers from CSV file' => [ $fsurl.'misc/cust_main-import.cgi', '' ],
+  'Import customers' => [ $fsurl.'misc/cust_main-import.cgi', '' ],
   'Import customer comments from CSV file' => [ $fsurl.'misc/cust_main_note-import.html', '' ],
   'Import one-time charges from CSV file' => [ $fsurl.'misc/cust_main-import_charges.cgi', '' ],
+  'Import payments from CSV file' => [ $fsurl.'misc/cust_pay-import.cgi', '' ],
+  'Import phone numbers (DIDs)' => [ $fsurl.'misc/phone_avail-import.html', '' ],
   'Import Call Detail Records (CDRs) from CSV file' => [ $fsurl.'misc/cdr-import.html', '' ],
+  'Import tax rates from CSV files' => [ $fsurl.'misc/tax-import.cgi', '' ],
 ;
 
 tie my %tools_exporting, 'Tie::IxHash',
@@ -205,9 +243,12 @@ tie my %tools_menu, 'Tie::IxHash', ();
 $tools_menu{'Quick payment entry'} =  [ $fsurl.'misc/batch-cust_pay.html', 'Enter multiple payments in a batch' ]
   if $curuser->access_right('Post payment batch');
 $tools_menu{'Process payment batches'} = [ $fsurl.'search/pay_batch.cgi?magic=_date;open=1;intransit=1', 'Process credit card and electronic check batches' ]
-  if $conf->exists('batch-enable') && $curuser->access_right('Process batches');
+  if ( $conf->exists('batch-enable') || $conf->config('batch-enable_payby') )
+     && $curuser->access_right('Process batches');
 $tools_menu{'Job Queue'} =  [ $fsurl.'search/queue.html', 'View pending job queue' ]
   if $curuser->access_right('Job queue');
+$tools_menu{'Time Queue'} =  [ $fsurl.'search/timeworked.html', 'View pending support time' ]
+  if $curuser->access_right('Time queue');
 $tools_menu{'Importing'} =  [ \%tools_importing, 'Import tools' ]
   if $curuser->access_right('Import');
 $tools_menu{'Exporting'} =  [ \%tools_exporting, 'Export tools' ]
@@ -218,30 +259,51 @@ tie my %config_employees, 'Tie::IxHash',
   'View/Edit employee groups' => [ $fsurl.'browse/access_group.html', 'Employee groups allow you to control access to the backend' ],
 ;
 
-tie my %config_export_svc_pkg, 'Tie::IxHash',
-  'View/Edit exports'              => [ $fsurl.'browse/part_export.cgi', 'Provisioning services to external machines, databases and APIs' ],
-  'View/Edit service definitions'  => [ $fsurl.'browse/part_svc.cgi', 'Services are items you offer to your customers' ],
-  'View/Edit package definitions'  => [ $fsurl.'browse/part_pkg.cgi', 'One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services' ],
-  'View/Edit package classes'      => [ $fsurl.'browse/pkg_class.html', 'Package classes define groups of packages, for reporting and convenience purposes.' ],
-  'View/Edit cancel reason types'  => [ $fsurl.'browse/reason_type.html?class=C', 'Cancel reason types define groups of reasons, for reporting and convenience purposes.' ],
-  'View/Edit cancel reasons'       => [ $fsurl.'browse/reason.html?class=C', 'Cancel reasons explain why a service was cancelled.' ],
-  'View/Edit suspend reason types' => [ $fsurl.'browse/reason_type.html?class=S', 'Suspend reason types define groups of reasons, for reporting and convenience purposes.' ],
-  'View/Edit suspend reasons' => [ $fsurl.'browse/reason.html?class=S', 'Suspend reasons explain why a service was suspended.' ],
-;
+tie my %config_export_svc_pkg, 'Tie::IxHash', ();
+if ( $curuser->access_right('Configuration') ) {
+  $config_export_svc_pkg{'View/Edit exports'} = [ $fsurl.'browse/part_export.cgi', 'Provisioning services to external machines, databases and APIs' ];
+  $config_export_svc_pkg{'View/Edit service definitions'} = [ $fsurl.'browse/part_svc.cgi', 'Services are items you offer to your customers' ];
+}
+$config_export_svc_pkg{'View/Edit package definitions'} = [ $fsurl.'browse/part_pkg.cgi', 'One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services' ]
+  if    $curuser->access_right('Edit package definitions')
+     || $curuser->access_right('Edit global package definitions');
+if ( $curuser->access_right('Configuration') ) {
+  $config_export_svc_pkg{'View/Edit package categories'} =  [ $fsurl.'browse/pkg_category.html', 'Package categories define groups of package classes, for reporting and convenience purposes.' ];
+  $config_export_svc_pkg{'View/Edit package classes'} =  [ $fsurl.'browse/pkg_class.html', 'Package classes define groups of packages, for reporting and convenience purposes.' ];
+  $config_export_svc_pkg{'View/Edit cancel reason types'} = [ $fsurl.'browse/reason_type.html?class=C', 'Cancel reason types define groups of reasons, for reporting and convenience purposes.' ];
+  $config_export_svc_pkg{'View/Edit cancel reasons'} = [ $fsurl.'browse/reason.html?class=C', 'Cancel reasons explain why a service was cancelled.' ];
+  $config_export_svc_pkg{'View/Edit suspend reason types'} = [ $fsurl.'browse/reason_type.html?class=S', 'Suspend reason types define groups of reasons, for reporting and convenience purposes.' ];
+  $config_export_svc_pkg{'View/Edit suspend reasons'} = [ $fsurl.'browse/reason.html?class=S', 'Suspend reasons explain why a service was suspended.' ];
+}
 
 tie my %config_agent, 'Tie::IxHash',
   'View/Edit agent types' => [ $fsurl.'browse/agent_type.cgi', 'Agent types define groups of package definitions that you can then assign to particular agents' ],
   'View/Edit agents'      => [ $fsurl.'browse/agent.cgi', 'Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type)' ],
+  'View/Edit agent payment gateways'         => [ $fsurl.'browse/payment_gateway.html', 'Credit card and electronic check processors for agent overrides' ];
 ;
 
-tie my %config_billing, 'Tie::IxHash',
-  'View/Edit payment gateways'         => [ $fsurl.'browse/payment_gateway.html', 'Credit card and electronic check processors' ],
-  'View/Edit invoice events'           => [ $fsurl.'browse/part_bill_event.cgi', 'Actions for overdue invoices' ],
-  'View/Edit prepaid cards'            => [ $fsurl.'search/prepay_credit.html', 'View outstanding cards, generate new cards' ],
-  'View/Edit call rates and regions'   => [ $fsurl.'browse/rate.cgi', 'Manage rate plans, regions and prefixes for VoIP and call billing' ],
-  'View/Edit locales and tax rates'    => [ $fsurl.'browse/cust_main_county.cgi', 'Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each' ],
+tie my %config_billing_rates, 'Tie::IxHash',
+  'View/Edit rate plans' => [ $fsurl.'browse/rate.cgi', 'Manage rate plans' ],
+  'View/Edit regions and prefixes' => [ $fsurl.'browse/rate_region.html', 'Manage regions and prefixes' ],
+  'View/Edit usage classes'  => [ $fsurl.'browse/usage_class.html', 'Usage classes define groups of usage for taxation purposes.' ],
 ;
 
+tie my %config_billing, 'Tie::IxHash';
+#  'View/Edit payment gateways'         => [ $fsurl.'browse/payment_gateway.html', 'Credit card and electronic check processors' ];
+$config_billing{'View/Edit billing events'} = [ $fsurl.'browse/part_event.html', 'Billing actions for customers, invoices and packages' ]
+    if $curuser->access_right('Edit billing events')
+    || $curuser->access_right('Edit global billing events');
+if ( $curuser->access_right('Configuration') ) {
+  $config_billing{'View/Edit invoice events'}         = [ $fsurl.'browse/part_bill_event.cgi', 'Deprecated, old-style actions for overdue invoices' ];
+  $config_billing{'View/Edit invoice templates'}      = [ $fsurl.'browse/invoice_template.html', 'Edit templates for HTML, plaintext and typeset invoices' ];
+  $config_billing{'View/Edit prepaid cards'}          = [ $fsurl.'search/prepay_credit.html', 'View outstanding cards, generate new cards' ];
+  $config_billing{'View/Edit call rates and regions'} = [ \%config_billing_rates, 'Manage rate plans, regions and prefixes for VoIP and call billing' ];
+  $config_billing{'View/Edit locales and tax rates (old tax class system)'}  = [ $fsurl.'browse/cust_main_county.cgi', 'Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each' ];
+  $config_billing{'View/Edit tax rates (new tax products system)'}  = [ $fsurl.'browse/tax_rate.cgi', 'Edit tax rates for the new tax products system' ];
+  $config_billing{'View/Edit credit reason types'}  = [ $fsurl.'browse/reason_type.html?class=R', 'Credit reason types define groups of reasons, for reporting and convenience purposes.' ];
+  $config_billing{'View/Edit credit reasons'}  = [ $fsurl.'browse/reason.html?class=R', 'Credit reasons explain why a credit was issued.' ];
+}
+
 tie my %config_dialup, 'Tie::IxHash',
   'View/Edit access numbers' => [ $fsurl.'browse/svc_acct_pop.cgi', 'Points of Presence' ],
 ;
@@ -253,8 +315,7 @@ tie my %config_broadband, 'Tie::IxHash',
 
 tie my %config_misc, 'Tie::IxHash';
 $config_misc{'View/Edit advertising sources'} = [ $fsurl.'browse/part_referral.html', 'Where a customer heard about your service.  Tracked for informational purposes' ]
-  if $curuser->access_right('Configuration')
-  || $curuser->access_right('Edit advertising sources')
+  if $curuser->access_right('Edit advertising sources')
   || $curuser->access_right('Edit global advertising sources');
 if ( $curuser->access_right('Configuration') ) {
   $config_misc{'View/Edit virtual fields'} = [ $fsurl.'browse/part_virtual_field.cgi', 'Locally defined fields', ];
@@ -268,18 +329,24 @@ if ( $curuser->access_right('Configuration' ) ) {
     'Settings'      => [ $fsurl.'config/config-view.cgi', '' ],
     'separator'     => '', #its a separator!
     'Employees'     => [ \%config_employees, '' ],
-    'Provisioning, services and packages'
-                    => [ \%config_export_svc_pkg, ''    ],
-    'Resellers'     => [ \%config_agent, ''    ],
-    'Billing'       => [ \%config_billing, ''    ],
-    'Dialup'        => [ \%config_dialup, ''    ],
-    'Fixed (username-less) broadband'
-                    => [ \%config_broadband, ''    ],
   );
 }
+$config_menu{'Provisioning, services and packages'} =
+    [ \%config_export_svc_pkg, ''    ]
+  if    $curuser->access_right('Configuration' )
+     || $curuser->access_right('Edit package definitions')
+     || $curuser->access_right('Edit global package definitions');
+$config_menu{'Resellers'} = [ \%config_agent, ''    ]
+  if $curuser->access_right('Configuration');
+$config_menu{'Billing'} = [ \%config_billing, ''    ]
+  if $curuser->access_right('Edit billing events')
+  || $curuser->access_right('Edit global billing events');
+$config_menu{'Dialup'}  = [ \%config_dialup, ''    ]
+  if ( $curuser->access_right('Dialup configuration') );
+$config_menu{'Fixed (username-less) broadband'} = [ \%config_broadband, ''    ]
+  if ( $curuser->access_right('Broadband configuration') );
 $config_menu{'Miscellaneous'} = [ \%config_misc, ''    ]
-  if $curuser->access_right('Configuration')
-  || $curuser->access_right('Edit advertising sources')
+  if $curuser->access_right('Edit advertising sources')
   || $curuser->access_right('Edit global advertising sources');
 
 tie my %menu, 'Tie::IxHash',
@@ -301,6 +368,12 @@ $menu{'Tools'} = [ \%tools_menu, 'Tools' ]
   if keys %tools_menu;
 $menu{'Configuration'} = [ \%config_menu, 'Configuraiton and setup' ]
   if $curuser->access_right('Configuration')
+  || $curuser->access_right('Edit package definitions')
+  || $curuser->access_right('Edit global package definitions')
+  || $curuser->access_right('Edit billing events')
+  || $curuser->access_right('Edit global billing events')
+  || $curuser->access_right('Dialup configuration')
+  || $curuser->access_right('Broadband configuration')
   || $curuser->access_right('Edit advertising sources')
   || $curuser->access_right('Edit global advertising sources');