X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Felements%2Fcust_pay_or_refund.html;h=1b1be5f36bf3bdf2fe79c96cc26e4fb45eea6500;hb=4b05b20576ddb14577d59c87c8257c6804449410;hp=b0524913a0fc52481064b6919a91cbe23a21c9cc;hpb=c7286ce9036d71665c2bfed9de93f87309b72d35;p=freeside.git
diff --git a/httemplate/search/elements/cust_pay_or_refund.html b/httemplate/search/elements/cust_pay_or_refund.html
index b0524913a..1b1be5f36 100755
--- a/httemplate/search/elements/cust_pay_or_refund.html
+++ b/httemplate/search/elements/cust_pay_or_refund.html
@@ -26,6 +26,7 @@ Examples:
'html_init' => '',
'addl_header' => [],
'addl_fields' => [],
+ 'addl_sort_fields' => [],
'redirect_empty' => $redirect_empty,
)
@@ -39,7 +40,7 @@ Examples:
)
%doc>
-<& search.html,
+<& grouped-search.html,
'title' => $title, # XXX: translate
'name_singular' => $name_singular,
'query' => $sql_query,
@@ -51,20 +52,47 @@ Examples:
'sort_fields' => \@sort_fields,
'align' => $align,
'links' => \@links,
+ 'link_onclicks' => \@link_onclicks,
'color' => \@color,
'style' => \@style,
+
+ 'group_column' => 'payby',
+ 'group_label' => 'payby_name',
+ 'subtotal' => { $opt{amount_field} => "sum($amount_field)" },
+ 'subtotal_row' => [ 'Subtotal',
+ sub { sprintf($money, $_[0]->$amount_field) },
+ ],
+ 'total_row' => [ 'Total',
+ sub { sprintf("$money", $_[0]->$amount_field) },
+ ],
+ 'show_combined' => 1,
&>
+<%shared>
+# canonicalize the payby subtype string to an SQL-quoted list
+my %cardtype_of = (
+ 'VisaMC' => q['VISA card', 'MasterCard'],
+ 'Amex' => q['American Express card'],
+ 'Discover' => q['Discover card'],
+ 'Maestro' => q['Switch', 'Solo', 'Laser'],
+ 'Tokenized' => q['Tokenized'],
+);
+%shared>
<%init>
my %opt = @_;
my $curuser = $FS::CurrentUser::CurrentUser;
+my $conf = FS::Conf->new;
+my $money = ($conf->config('money_char') || '$') . '%.2f';
+
die "access denied"
unless $curuser->access_right('Financial reports');
my $table = $opt{'table'} || 'cust_'.$opt{'thing'};
+my $has_reason = dbdef->table($table)->column('reasonnum') ? 1 : 0;
+
my $amount_field = $opt{'amount_field'};
my $name_singular = $opt{'name_singular'};
@@ -73,29 +101,30 @@ my $title = '';
$title = 'Unapplied ' if $unapplied;
$title .= "\u$name_singular Search Results";
-my $link = '';
-if ( ( $curuser->access_right('View invoices') #remove in 2.5 (2.7?)
- || ($curuser->access_right('View payments') && $table =~ /^cust_pay/)
- || ($curuser->access_right('View refunds') && $table eq 'cust_refund')
- )
- && ! $opt{'disable_link'}
- )
-{
-
- my $key;
- my $q = '';
- if ( $table eq 'cust_pay_void' ) {
- $key = 'paynum';
- $q .= 'void=1;';
- } elsif ( $table eq /^cust_(\w+)$/ ) {
- $key = $1.'num';
- }
-
- if ( $key ) {
- $q .= "$key=";
- $link = [ "${p}view/$table.html?$q", $key ]
- }
-}
+###NOT USED???
+#my $link = '';
+#if ( ( $curuser->access_right('View invoices') #remove in 2.5 (2.7?)
+# || ($curuser->access_right('View payments') && $table =~ /^cust_pay/)
+# || ($curuser->access_right('View refunds') && $table eq 'cust_refund')
+# )
+# && ! $opt{'disable_link'}
+# )
+#{
+#
+# my $key;
+# my $q = '';
+# if ( $table eq 'cust_pay_void' ) {
+# $key = 'paynum';
+# $q .= 'void=1;';
+# } elsif ( $table eq /^cust_(\w+)$/ ) {
+# $key = $1.'num';
+# }
+#
+# if ( $key ) {
+# $q .= "$key=";
+# $link = [ "${p}view/$table.html?$q", $key ]
+# }
+#}
my $cust_link = sub {
my $cust_thing = shift;
@@ -107,7 +136,7 @@ my $cust_link = sub {
# only valid for $table == 'cust_pay' atm
my $tax_names = '';
if ( $cgi->param('tax_names') ) {
- if ( dbh->{Driver}->{Name} eq 'Pg' ) {
+ if ( dbh->{Driver}->{Name} =~ /^Pg/i ) {
$tax_names = "
array_to_string(
@@ -134,11 +163,12 @@ if ( $cgi->param('tax_names') ) {
}
}
-my @header = ();
-my @fields = ();
-my @sort_fields = ();
+my @header;
+my @fields;
+my @sort_fields;
my $align = '';
-my @links = ();
+my @links;
+my @link_onclicks;
if ( $opt{'pre_header'} ) {
push @header, @{ $opt{'pre_header'} };
$align .= 'c' x scalar(@{ $opt{'pre_header'} });
@@ -147,21 +177,46 @@ if ( $opt{'pre_header'} ) {
push @sort_fields, @{ $opt{'pre_fields'} };
}
+my $sub_receipt = $opt{'disable_link'} ? '' : sub {
+ my $obj = shift;
+ my $objnum = $obj->primary_key . '=' . $obj->get($obj->primary_key);
+ my $table = $obj->table;
+ my $void = '';
+ if ($table eq 'cust_pay_void') {
+ $table = 'cust_pay';
+ $void = ';void=1';
+ }
+
+ include('/elements/popup_link_onclick.html',
+ 'action' => $p.'view/'.$table.'.html?link=popup;'.$objnum.$void,
+ 'actionlabel' => emt('Payment Receipt'),
+ );
+};
+
push @header, "\u$name_singular",
'Amount',
;
$align .= 'rr';
push @links, '', '';
push @fields, 'payby_payinfo_pretty',
- sub { sprintf('$%.2f', shift->$amount_field() ) },
+ sub { sprintf($money, shift->$amount_field() ) },
;
-push @sort_fields, '', $amount_field;
+push @link_onclicks, $sub_receipt, '';
+push @sort_fields, 'paysort', $amount_field;
+
+if ($opt{'show_card_type'}) {
+ push @header, emt('Card Type');
+ $align .= 'r';
+ push @links, '';
+ push @fields, 'paycardtype';
+ push @sort_fields, 'paycardtype';
+}
if ( $unapplied ) {
push @header, emt('Unapplied');
$align .= 'r';
push @links, '';
- push @fields, sub { sprintf('$%.2f', shift->unapplied_amount) };
+ push @fields, sub { sprintf($money, shift->unapplied_amount) };
push @sort_fields, '';
}
@@ -171,6 +226,14 @@ push @links, '';
push @fields, sub { time2str('%b %d %Y', shift->_date ) };
push @sort_fields, '_date';
+if ($cgi->param('show_order_number')) {
+ push @header, emt('Order Number');
+ $align .= 'r';
+ push @links, '';
+ push @fields, 'order_number';
+ push @sort_fields, 'order_number';
+}
+
unless ( $opt{'disable_by'} ) {
push @header, emt('By');
$align .= 'c';
@@ -180,6 +243,7 @@ unless ( $opt{'disable_by'} ) {
$o = 'customer self-service' if $o eq 'fs_selfservice';
$o;
};
+ push @sort_fields, '';
}
if ( $tax_names ) {
@@ -196,6 +260,7 @@ if ( $tax_names ) {
split('\|', shift->tax_names)
);
};
+ push @sort_fields, '', '';
}
push @header, FS::UI::Web::cust_header();
@@ -205,11 +270,14 @@ push @links, map { $_ ne 'Cust. Status' ? $cust_link : '' }
my @color = ( ( map '', @fields ), FS::UI::Web::cust_colors() );
my @style = ( ( map '', @fields ), FS::UI::Web::cust_styles() );
push @fields, \&FS::UI::Web::cust_fields;
+push @sort_fields, FS::UI::Web::cust_sort_fields;
push @header, @{ $opt{'addl_header'} }
if $opt{'addl_header'};
push @fields, @{ $opt{'addl_fields'} }
if $opt{'addl_fields'};
+push @sort_fields, @{ $opt{'addl_sort_fields'} }
+ if $opt{'addl_sort_fields'};
my( $count_query, $sql_query, @count_addl );
if ( $cgi->param('magic') ) {
@@ -217,6 +285,7 @@ if ( $cgi->param('magic') ) {
my @search = ();
my @select = (
"$table.*",
+ "( $table.payby || ' ' || coalesce($table.paymask, $table.payinfo) ) AS paysort",
FS::UI::Web::cust_sql_fields(),
'cust_main.custnum AS cust_main_custnum',
);
@@ -226,108 +295,75 @@ if ( $cgi->param('magic') ) {
if ( $cgi->param('magic') eq '_date' ) {
if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
- push @search, "agentnum = $1"; # $search{'agentnum'} = $1;
+ push @search, "cust_main.agentnum = $1"; # $search{'agentnum'} = $1;
my $agent = qsearchs('agent', { 'agentnum' => $1 } );
die "unknown agentnum $1" unless $agent;
$title = $agent->agent. " $title";
}
if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) {
- push @search, "refnum = $1";
+ push @search, "cust_main.refnum = $1";
my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } );
die "unknown refnum $1" unless $part_referral;
$title = $part_referral->referral. " $title";
}
- if ( $cgi->param('cust_classnum') ) {
- my @classnums = grep /^\d+$/, $cgi->param('cust_classnum');
- push @search, 'cust_main.classnum IN('.join(',',@classnums).')'
- if @classnums;
- }
+ # cust_classnum - standard matching
+ push @search, $m->comp('match-classnum',
+ param => 'cust_classnum', field => 'cust_main.classnum'
+ );
if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
- push @search, "custnum = $1";
+ push @search, "$table.custnum = $1";
}
if ( $cgi->param('payby') ) {
- $cgi->param('payby') =~
- /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/
- or die "illegal payby ". $cgi->param('payby');
- push @search, "$table.payby = '$1'";
- if ( $3 ) {
-
- my $cardtype = $3;
-
- my $search;
- if ( $cardtype eq 'VisaMC' ) {
- #avoid posix regexes for portability
- $search =
- " ( ( substring($table.payinfo from 1 for 1) = '4' ".
- " AND substring($table.payinfo from 1 for 4) != '4936' ".
- " AND substring($table.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49030[2-9]' ".
- " AND substring($table.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49033[5-9]' ".
- " AND substring($table.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49110[1-2]' ".
- " AND substring($table.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49117[4-9]' ".
- " AND substring($table.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49118[1-2]' ".
- " )".
- " OR substring($table.payinfo from 1 for 2) = '51' ".
- " OR substring($table.payinfo from 1 for 2) = '52' ".
- " OR substring($table.payinfo from 1 for 2) = '53' ".
- " OR substring($table.payinfo from 1 for 2) = '54' ".
- " OR substring($table.payinfo from 1 for 2) = '54' ".
- " OR substring($table.payinfo from 1 for 2) = '55' ".
- " OR substring($table.payinfo from 1 for 2) = '36' ". #Diner's int'l processed as Visa/MC inside US
- " ) ";
- } elsif ( $cardtype eq 'Amex' ) {
- $search =
- " ( substring($table.payinfo from 1 for 2 ) = '34' ".
- " OR substring($table.payinfo from 1 for 2 ) = '37' ".
- " ) ";
- } elsif ( $cardtype eq 'Discover' ) {
- $search =
- " ( substring($table.payinfo from 1 for 4 ) = '6011' ".
- " OR substring($table.payinfo from 1 for 2 ) = '65' ".
- " OR substring($table.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN
- " ) ";
- } elsif ( $cardtype eq 'Maestro' ) {
- $search =
- " ( substring($table.payinfo from 1 for 2 ) = '63' ".
- " OR substring($table.payinfo from 1 for 2 ) = '67' ".
- " OR substring($table.payinfo from 1 for 6 ) = '564182' ".
- " OR substring($table.payinfo from 1 for 4 ) = '4936' ".
- " OR substring($table.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49030[2-9]' ".
- " OR substring($table.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49033[5-9]' ".
- " OR substring($table.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49110[1-2]' ".
- " OR substring($table.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49117[4-9]' ".
- " OR substring($table.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49118[1-2]' ".
- " ) ";
+
+ my @all_payby_search = ();
+ foreach my $payby_string ( $cgi->param('payby') ) {
+
+ my $payby_search;
+
+ my ($payby, $subtype) = split('-', $payby_string);
+ # make sure it exists and is a transaction type
+ if ( FS::payby->payment_payby2longname($payby) ) {
+ $payby_search = "$table.payby = " . dbh->quote($payby);
} else {
- die "unknown card type $cardtype";
+ die "illegal payby $payby_string";
}
- my $masksearch = $search;
- $masksearch =~ s/$table\.payinfo/$table.paymask/gi;
+ if ( $subtype ) {
+
+ my $in_cardtype = $cardtype_of{$subtype}
+ or die "unknown card type $subtype";
+ $payby_search .= " AND $table.paycardtype IN($in_cardtype)";
+
+ }
- push @search,
- "( $search OR ( $table.paymask IS NOT NULL AND $masksearch ) )";
+ push @all_payby_search, $payby_search;
}
+
+ push @search, ' ( '. join(' OR ', @all_payby_search). ' ) ' if @all_payby_search;
+
}
if ( $cgi->param('payinfo') ) {
$cgi->param('payinfo') =~ /^\s*(\d+)\s*$/
or die "illegal payinfo ". $cgi->param('payinfo');
- push @search, "$table.payinfo = '$1'";
+ my $regexp = regexp_sql();
+ push @search, "$table.payinfo $regexp '^0*$1\$'";
+ }
+
+ if ( $cgi->param('ccpay') =~ /^([\w-:]+)$/ ) {
+ # I think that's all the characters we need to allow.
+ # To avoid confusion, this parameter searches both auth and order_number.
+ push @search, "($table.auth LIKE '$1%') OR ($table.order_number LIKE '$1%')";
+ push @fields, 'auth', 'order_number';
+ push @header, 'Auth #', 'Transaction #';
+ push @sort_fields, '', '';
+ $align .= 'rr';
+
}
if ( $cgi->param('usernum') =~ /^(\d+)$/ ) {
@@ -336,21 +372,22 @@ if ( $cgi->param('magic') ) {
#for cust_pay_pending... statusNOT=done
if ( $cgi->param('statusNOT') =~ /^(\w+)$/ ) {
- push @search, "status != '$1'";
+ push @search, "$table.status != '$1'";
}
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
- push @search, "_date >= $beginning ",
- "_date <= $ending";
+
+ push @search, "$table._date >= $beginning ",
+ "$table._date <= $ending";
if ( $table eq 'cust_pay_void' ) {
my($v_beginning, $v_ending) =
FS::UI::Web::parse_beginning_ending($cgi, 'void');
- push @search, "void_date >= $v_beginning ",
- "void_date <= $v_ending";
+ push @search, "$table.void_date >= $v_beginning ",
+ "$table.void_date <= $v_ending";
}
- push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field );
+ push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field, $table);
$orderby = '_date';
@@ -359,8 +396,6 @@ if ( $cgi->param('magic') ) {
$cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/
or die "illegal paybatch: ". $cgi->param('paybatch');
- push @search, "paybatch = '$1'";
-
$orderby = "LOWER(company || ' ' || last || ' ' || first )";
} elsif ( $cgi->param('magic') eq 'batchnum' ) {
@@ -376,6 +411,10 @@ if ( $cgi->param('magic') ) {
die "unknown search magic: ". $cgi->param('magic');
}
+ if ( $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/ ) {
+ push @search, "paybatch = '$1'";
+ }
+
#unapplied payment/refund
if ( $unapplied ) {
push @select, '(' . "FS::$table"->unapplied_sql . ') AS unapplied_amount';
@@ -401,11 +440,23 @@ if ( $cgi->param('magic') ) {
#here is the agent virtualization
push @search, $curuser->agentnums_sql;
- my $addl_from = ' LEFT JOIN cust_main USING ( custnum ) ';
+ my $addl_from = FS::UI::Web::join_cust_main($table);
my $group_by = '';
+ # reasons, for refunds and voided payments
+ if ( $has_reason ) {
+ push @select, "reason.reason";
+ $addl_from .= " LEFT JOIN reason USING (reasonnum)\n";
+ push @fields, 'reason';
+ push @sort_fields, 'reason.reason';
+ push @header, emt('Reason');
+ if ( $cgi->param('reasonnum') =~ /^(\d+)$/ ) {
+ push @search, "COALESCE(reasonnum, 0) = $1";
+ }
+ }
+
if ( $cgi->param('tax_names') ) {
- if ( dbh->{Driver}->{Name} eq 'Pg' ) {
+ if ( dbh->{Driver}->{Name} =~ /^Pg/i ) {
0;#twiddle thumbs
@@ -429,7 +480,7 @@ if ( $cgi->param('magic') ) {
my $search = ' WHERE '. join(' AND ', @search);
- $count_query = "SELECT COUNT(*), SUM($amount_field) ";
+ $count_query = "SELECT COUNT(*), SUM($table.$amount_field) ";
$count_query .= ', SUM(' . "FS::$table"->unapplied_sql . ') '
if $unapplied;
$count_query .= "FROM $table $addl_from".
@@ -450,6 +501,7 @@ if ( $cgi->param('magic') ) {
} else {
#hmm... is this still used?
+ warn "undefined search magic";
$cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo";
my $payinfo = $1;
@@ -457,7 +509,7 @@ if ( $cgi->param('magic') ) {
$cgi->param('payby') =~ /^(\w+)$/ or die "illegal payby";
my $payby = $1;
- $count_query = "SELECT COUNT(*), SUM($amount_field) FROM $table".
+ $count_query = "SELECT COUNT(*), SUM($table.$amount_field) FROM $table".
" WHERE payinfo = '$payinfo' AND payby = '$payby'".
" AND ". $curuser->agentnums_sql;
@count_addl = ( '$%.2f total '.$opt{name_verb} );