X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Felements%2Fmenu.html;h=c9adb169e27330605c4d243010f2e04248b24cd9;hb=443150b6184876c967adffa199c20f53d5b76075;hp=455c7b3642126f4b9495f787bfa9fb8501711524;hpb=1293d137b061f097190eda53e4e78214e18832e6;p=freeside.git diff --git a/httemplate/elements/menu.html b/httemplate/elements/menu.html index 455c7b364..c9adb169e 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] ), @@ -132,12 +146,20 @@ 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'} = ''; } @@ -148,11 +170,14 @@ if ( $curuser->access_right('Financial reports') ) { $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'} = [ $fsurl.'search/cust_pkg.cgi?APKG_pkgnum', 'List packages which have provisionable services' ]; +$report_packages{'FCC Form 477 packages'} = [ $fsurl.'search/report_477.html', 'Summarize packages by census tract for particular types' ] + if $conf->exists('cust_main-require_censustract'); $report_packages{'Advanced package reports'} = [ $fsurl.'search/report_cust_pkg.html', 'by agent, date range, status, package definition' ]; 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', @@ -162,18 +187,27 @@ tie my %report_bill_event, 'Tie::IxHash', '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', - 'Sales, Credits and Receipts' => [ $fsurl.'graph/report_money_time.html', 'Sales, credits and receipts summary graph' ], - 'Sales Report' => [ $fsurl.'graph/report_cust_bill_pkg.html', 'Sales report and graph (by agent, package class and/or date range)' ], - '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{'Payment Batch Report'} = [ $fsurl.'search/pay_batch.html', 'Payment batches (by status and/or date range)' ] - if $conf->exists('batch-enable'); -$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'} = [ $fsurl.'search/report_tax.html', 'Sales tax liability report' ]; -; +tie my %report_financial, 'Tie::IxHash'; +if($curuser->access_right('Financial reports')) { + %report_financial = ( + 'Sales, Credits and Receipts' => [ $fsurl.'graph/report_money_time.html', 'Sales, credits and receipts summary graph' ], + 'Sales Report' => [ $fsurl.'graph/report_cust_bill_pkg.html', 'Sales report and graph (by agent, package class and/or date range)' ], + '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') || $conf->config('batch-enable_payby'); + $report_financial{'Prepaid Income'} = [ $fsurl.'search/report_prepaid_income.html', 'Prepaid income (unearned revenue) report' ]; + $report_financial{'A/R Aging'} = [ $fsurl.'search/report_receivables.html', 'Accounts Receivable Aging 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 $conf->exists('enable_taxproducts'); +} +elsif($curuser->access_right('Receivables report')) { + $report_financial{'A/R Aging'} = [ $fsurl.'search/report_receivables.html', 'Accounts Receivable Aging report' ]; +} # else $report_financial contains nothing. tie my %report_menu, 'Tie::IxHash'; $report_menu{'Customers'} = [ \%report_customers, 'Customer reports' ] @@ -189,14 +223,29 @@ $report_menu{'Usage'} = [ \%report_rating, 'Usage reports' ] $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'); + if $curuser->access_right('Financial reports') + or $curuser->access_right('Receivables report'); +$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 call rates and regions' => [ $fsurl.'misc/rate-import.html', '' ], ; +if ( $conf->exists('enable_taxproducts') ) { + if ( $conf->exists('taxdatadirectdownload') ) { + $tools_importing{'Import tax rates from vendor site'} = + [ $fsurl.'misc/tax-fetch_and_import.cgi', '' ]; + } else { + $tools_importing{'Import tax rates from CSV files'} = + [ $fsurl.'misc/tax-import.cgi', '' ]; + } +} tie my %tools_exporting, 'Tie::IxHash', 'Download database dump' => [ $fsurl. 'misc/dump.cgi', '' ], @@ -211,7 +260,8 @@ 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' ] @@ -226,34 +276,53 @@ 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 tax classes'} = [ $fsurl.'browse/pkg_class.html', 'Package classes define groups of packages, for taxes, reporting and convenience purposes.' ]; + $config_export_svc_pkg{'View/Edit package report classes'} = [ $fsurl.'browse/part_pkg_report_option.html', 'Package classes define groups of packages for reporting 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_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.' ], + 'Edit rates with Excel' => [ $fsurl.'misc/rate_edit_excel.html', 'Download and edit rates with Excel, then upload changes.' ], ; -tie my %config_billing, 'Tie::IxHash', - 'View/Edit payment gateways' => [ $fsurl.'browse/payment_gateway.html', 'Credit card and electronic check processors' ]; +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('Configuration') - || $curuser->access_right('Edit billing events') + 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'} = [ $fsurl.'browse/rate.cgi', 'Manage rate plans, regions and prefixes for VoIP and call billing' ]; - $config_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' ]; + $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 tax classes'} = [ $fsurl.'browse/part_pkg_taxclass.html', 'Edit tax classes' ] + if $conf->exists('enable_taxclasses'); + $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', @@ -265,10 +334,13 @@ tie my %config_broadband, 'Tie::IxHash', 'View/Edit address blocks' => [ $fsurl.'browse/addr_block.cgi', 'Manage address blocks and block assignments to broadband routers' ], ; +tie my %config_phone, 'Tie::IxHash', + 'View/Edit phone device types' => [ $fsurl.'browse/part_device.html', 'Phone device types' ], +; + 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', ]; @@ -282,23 +354,26 @@ if ( $curuser->access_right('Configuration' ) ) { 'Settings' => [ $fsurl.'config/config-view.cgi', '' ], 'separator' => '', #its a separator! 'Employees' => [ \%config_employees, '' ], - 'Provisioning, services and packages' - => [ \%config_export_svc_pkg, '' ], - 'Resellers' => [ \%config_agent, '' ], ); } +$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('Configuration') - || $curuser->access_right('Edit billing events') + if $curuser->access_right('Edit billing events') || $curuser->access_right('Edit global billing events'); -if ( $curuser->access_right('Configuration') ) { - $config_menu{'Dialup'} = [ \%config_dialup, '' ]; - $config_menu{'Fixed (username-less) broadband'} = - [ \%config_broadband, '' ]; -} +$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{'Phone'} = [ \%config_phone, '' ] + if ( $curuser->access_right('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', @@ -320,6 +395,13 @@ $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('Phone configuration') || $curuser->access_right('Edit advertising sources') || $curuser->access_right('Edit global advertising sources');