X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main.cgi;h=9aa00896988f46d24652610535b6be0eb19a91cb;hb=9aee669886202be7035e6c6049fc71bc99dd3013;hp=d43575a9af6ca4a2e0029f738e08422833c4b924;hpb=c14a267229fc0d6f2d2afdebab3bd34d825df2ef;p=freeside.git diff --git a/httemplate/view/cust_main.cgi b/httemplate/view/cust_main.cgi index d43575a9a..95cb5da7c 100755 --- a/httemplate/view/cust_main.cgi +++ b/httemplate/view/cust_main.cgi @@ -1,508 +1,265 @@ -<% -# - -use strict; -use vars qw ( $cgi $query $custnum $cust_main $hashref $agent $referral - @packages $package @history @bills $bill @credits $credit - $balance $item @agents @referrals @invoicing_list $n1 $conf - $signupurl ); -use CGI; -use CGI::Carp qw(fatalsToBrowser); -use Date::Format; -use FS::UID qw(cgisuidsetup); -use FS::Record qw(qsearchs qsearch); -use FS::CGI qw(header menubar popurl table itable ntable); -use FS::cust_credit; -use FS::cust_pay; -use FS::cust_bill; -use FS::part_pkg; -use FS::cust_pkg; -use FS::part_referral; -use FS::agent; -use FS::cust_main; -use FS::cust_refund; -use FS::cust_bill_pay; -use FS::cust_credit_bill; - -$cgi = new CGI; -&cgisuidsetup($cgi); - -$conf = new FS::Conf; - -print header("Customer View", menubar( - 'Main Menu' => popurl(2) -)); - -die "No customer specified (bad URL)!" unless $cgi->keywords; -($query) = $cgi->keywords; # needs parens with my, ->keywords returns array -$query =~ /^(\d+)$/; -$custnum = $1; -$cust_main = qsearchs('cust_main',{'custnum'=>$custnum}); -die "Customer not found!" unless $cust_main; -$hashref = $cust_main->hashref; - -print qq!Edit this customer!; -print qq! | Delete this customer! - if $conf->exists('deletecustomers'); - -unless ( $conf->exists('disable_customer_referrals') ) { - print qq! | !, - qq!Refer a new customer!; - - print qq! | !, - qq!View this customer's referrals!; -} +<& /elements/header.html, { + 'title' => $title, + 'title_noescape' => $title_noescape, + 'head' => $head, + 'nobr' => 1, + } +&> + +% my @part_tag = $cust_main->part_tag; +% if ( $conf->config('cust_tag-location') eq 'top' && @part_tag ) { + +% foreach my $part_tag ( @part_tag ) { + + + +% } +
+ tagcolor) + ? 'STYLE="background-color:#'.$part_tag->tagcolor.'"' + : '' + %>><% $part_tag->tagname.': '. $part_tag->tagdesc |h %> +
+% } -print '

'; +<& cust_main/menu.html, cust_main => $cust_main, show => $view &> +
-my $signupurl = $conf->config('signupurl'); -if ( $signupurl ) { -print "This customer's signup URL: ". - "$signupurl?ref=$custnum

"; -} +
+ +<& /elements/init_overlib.html &> -print ''; - -print &itable(), ''; - -print ''; - - print "Billing address", &ntable("#cccccc"), "", - &ntable("#cccccc",2), - 'Contact name', - '', - $cust_main->last, ', ', $cust_main->first, - 'SS#', - $cust_main->ss || ' ', '', - 'Company', - $cust_main->company, - '', - 'Address', - $cust_main->address1, - '', - ; - print ' ', - $cust_main->address2, '' - if $cust_main->address2; - print 'City', - $cust_main->city, - 'State', - $cust_main->state, - 'Zip', - $cust_main->zip, '', - 'Country', - $cust_main->country, - '', - ; - print 'Day Phone', - $cust_main->daytime || ' ', '', - 'Night Phone', - $cust_main->night || ' ', '', - 'Fax', - $cust_main->fax || ' ', '', - '', "" - ; - - if ( defined $cust_main->dbdef_table->column('ship_last') ) { - - my $pre = $cust_main->ship_last ? 'ship_' : ''; - - print "
Service address", &ntable("#cccccc"), "", - &ntable("#cccccc",2), - 'Contact name', - '', - $cust_main->get("${pre}last"), ', ', $cust_main->get("${pre}first"), - '', - 'Company', - $cust_main->get("${pre}company"), - '', - 'Address', - $cust_main->get("${pre}address1"), - '', - ; - print ' ', - $cust_main->get("${pre}address2"), '' - if $cust_main->get("${pre}address2"); - print 'City', - $cust_main->get("${pre}city"), - 'State', - $cust_main->get("${pre}state"), - 'Zip', - $cust_main->get("${pre}zip"), '', - 'Country', - $cust_main->get("${pre}country"), - '', - ; - print 'Day Phone', - '', - $cust_main->get("${pre}daytime") || ' ', '', - 'Night Phone'. - '', - $cust_main->get("${pre}night") || ' ', '', - 'Fax', - $cust_main->get("${pre}fax") || ' ', '', - '', "" - ; - - } - -print ''; - -print ''; - - print &ntable("#cccccc"), "", &ntable("#cccccc",2), - 'Customer number', - $custnum, '', - ; - - @agents = qsearch( 'agent', {} ); - unless ( scalar(@agents) == 1 ) { - $agent = qsearchs('agent',{ 'agentnum' => $cust_main->agentnum } ); - print 'Agent', - $agent->agentnum, ": ", $agent->agent, ''; - } else { - $agent = $agents[0]; - } - @referrals = qsearch( 'part_referral', {} ); - unless ( scalar(@referrals) == 1 ) { - my $referral = qsearchs('part_referral', { - 'refnum' => $cust_main->refnum - } ); - print 'Referral', - $referral->refnum, ": ", $referral->referral, ''; - } - print 'Order taker', - $cust_main->otaker, ''; - - print 'Referring Customer'; - my $referring_cust_main = ''; - if ( $cust_main->referral_custnum - && ( $referring_cust_main = - qsearchs('cust_main', { custnum => $cust_main->referral_custnum } ) - ) - ) { - print ''. - $cust_main->referral_custnum. ': '. - ( $referring_cust_main->company - ? $referring_cust_main->company. ' ('. - $referring_cust_main->last. ', '. $referring_cust_main->first. - ')' - : $referring_cust_main->last. ', '. $referring_cust_main->first - ). - ''; - } - print ''; - - print ''; - -print '
'; - - @invoicing_list = $cust_main->invoicing_list; - print "Billing information (", - qq!!, "Bill now)", - &ntable("#cccccc"), "", &ntable("#cccccc",2), - 'Tax exempt', - $cust_main->tax ? 'yes' : 'no', - '', - 'Postal invoices', - ( grep { $_ eq 'POST' } @invoicing_list ) ? 'yes' : 'no', - '', - 'Email invoices', - join(', ', grep { $_ ne 'POST' } @invoicing_list ) || 'no', - '', - 'Billing type', - ; - - if ( $cust_main->payby eq 'CARD' ) { - print 'Credit card', - 'Card number', - $cust_main->payinfo, '', - 'Expiration', - $cust_main->paydate, '', - 'Name on card', - $cust_main->payname, '' - ; - } elsif ( $cust_main->payby eq 'BILL' ) { - print 'Billing'; - print 'P.O. ', - $cust_main->payinfo, '', - if $cust_main->payinfo; - print 'Expiration', - $cust_main->paydate, '', - 'Attention', - $cust_main->payname, '', - ; - } elsif ( $cust_main->payby eq 'COMP' ) { - print 'Complimentary', - 'Authorized by', - $cust_main->payinfo, '', - 'Expiration', - $cust_main->paydate, '', - ; - } - - print ""; - -print ''; - -if ( defined $cust_main->dbdef_table->column('comments') - && $cust_main->comments ) -{ - print "
Comments", &ntable("#cccccc"), "", - &ntable("#cccccc",2), - '
', $cust_main->comments,
-        '
'; + + +
+ +% ### +% # Basics +% ### + +% if ( $view eq 'basics' ) { + +% my $br = 0; +% if ( $curuser->access_right('Order customer package') && $conf->exists('cust_main-enable_order_package') ) { + | <& /elements/order_pkg_link.html, 'cust_main'=>$cust_main &> +% } + +% if ( $conf->config('cust_main-external_links') ) { + <% $br++ ? ' | ' : '' %> +% my @links = split(/\n/, $conf->config('cust_main-external_links')); +% foreach my $link (@links) { +% $link =~ /^\s*(\S+)\s+(.*?)(\s*\(([^\)]*)\))?$/ or next; +% my($url, $label, $alt) = ($1, $2, $4); + <% $label |h %> +% } +% } + +% if ( $br ) { +

+% } + +%my $signupurl = $conf->config('signupurl'); +%if ( $signupurl ) { + <% mt('This customer\'s signup URL:') |h %> + <% $signupurl %>?ref=<% $custnum %> +

+% } + + + + + + + + + +
+ <& cust_main/contacts.html, $cust_main &> +
+ <& cust_main/misc.html, $cust_main &> +
+ <& cust_main/billing.html, $cust_main &> +
+ <& cust_main/cust_payby.html, $cust_main &> +
+ <& cust_main/contacts_new.html, $cust_main &> +
+
-print ''; +% } -print '
'. - '
'. - qq!!. - '
'; -print qq!
Packages !, -# qq!
Click on package number to view/edit package.!, - qq!( Order and cancel packages (preserves services) )!, -; +% ### +% # Tickets +% ### -#display packages - -#formatting -print qq!!, &table(), "\n", - qq!Package!, - qq!DatesServices\n!, - qq!Setup!, - qq!Next bill!, - qq!Susp.Expire!, - qq!!, - qq!Cancel!, - qq!\n!; - -#get package info -if ( $conf->exists('hidecancelledpackages') ) { - @packages = sort { $a->pkgnum <=> $b->pkgnum } ($cust_main->ncancelled_pkgs); -} else { - @packages = sort { $a->pkgnum <=> $b->pkgnum } ($cust_main->all_pkgs); -} +% if ( $view eq 'tickets' ) { -$n1 = ''; -foreach $package (@packages) { - my $pkgnum = $package->pkgnum; - my $pkg = $package->part_pkg->pkg; - my $comment = $package->part_pkg->comment; - my $pkgview = popurl(2). "view/cust_pkg.cgi?$pkgnum"; - my @cust_svc = qsearch( 'cust_svc', { 'pkgnum' => $pkgnum } ); - my $rowspan = scalar(@cust_svc) || 1; - - my $button_cgi = new CGI; - $button_cgi->param('clone', $package->part_pkg->pkgpart); - $button_cgi->param('pkgnum', $package->pkgnum); - my $button_url = popurl(2). "edit/part_pkg.cgi?". $button_cgi->query_string; - - #print $n1, qq!$pkgnum!, - print $n1, qq!$pkgnum!, - qq!!, - #qq!$pkg - $comment!, - qq!$pkg - $comment!, - qq! ( Edit | Customize pricing )!, - ; - for ( qw( setup bill susp expire cancel ) ) { - print "", ( $package->getfield($_) - ? time2str("%D", $package->getfield($_) ) - : ' ' - ), '', - ; - } - - my $n2 = ''; - foreach my $cust_svc ( @cust_svc ) { - my($label, $value, $svcdb) = $cust_svc->label; - my($svcnum) = $cust_svc->svcnum; - my($sview) = popurl(2). "view"; - print $n2,qq!$label!, - qq!$value!; - $n2=""; - } - $n1=""; -} -print ""; - -#formatting -print ""; - -#formatting -print qq!

Payment History!. - qq! ( !. - qq!!. - qq!Post payment | !. - qq!!. - qq!Post credit )!; - -#get payment history -# -# major problem: this whole thing is way too sloppy. -# minor problem: the description lines need better formatting. - -@history = (); #needed for mod_perl :) - -@bills = qsearch('cust_bill',{'custnum'=>$custnum}); -foreach $bill (@bills) { - my($bref)=$bill->hashref; - my $bpre = ( $bill->owed > 0 ) - ? ' Open ' - : ''; - my $bpost = ( $bill->owed > 0 ) ? '' : ''; - push @history, - $bref->{_date} . qq!\t${bpre}Invoice #! . $bref->{invnum} . - qq! (Balance \$! . $bill->owed . qq!)$bpost\t! . - $bref->{charged} . qq!\t\t\t!; - - my(@cust_bill_pay)=qsearch('cust_bill_pay',{'invnum'=> $bref->{invnum} } ); -# my(@payments)=qsearch('cust_pay',{'invnum'=> $bref->{invnum} } ); -# my($payment); -# foreach $payment (@payments) { - foreach my $cust_bill_pay (@cust_bill_pay) { - my $payment = $cust_bill_pay->cust_pay; - my($date,$invnum,$payby,$payinfo,$paid)=($payment->_date, - $cust_bill_pay->invnum, - $payment->payby, - $payment->payinfo, - $cust_bill_pay->amount, - ); - $payinfo = substr($payinfo,0,4). 'x'x(length($payinfo)-4) if $payby eq 'CARD'; - push @history, - "$date\tPayment, Invoice #$invnum ($payby $payinfo)\t\t$paid\t\t"; - } - - my(@cust_credit_bill)= - qsearch('cust_credit_bill', { 'invnum'=> $bref->{invnum} } ); - foreach my $cust_credit_bill (@cust_credit_bill) { - my $cust_credit = $cust_credit_bill->cust_credit; - my($date, $invnum, $crednum, $amount, $reason, $app_date ) = ( - $cust_credit->_date, - $cust_credit_bill->invnum, - $cust_credit_bill->crednum, - $cust_credit_bill->amount, - $cust_credit->reason, - time2str("%D", $cust_credit_bill->_date), - ); - push @history, - "$date\tCredit #$crednum: $reason
". - "(applied to invoice #$invnum on $app_date)\t\t\t$amount\t"; - } -} +% if ( $conf->config('ticket_system') ) { + <& cust_main/tickets.html, $cust_main &> +% } +
-@credits = grep { $_->credited > 0 } - qsearch('cust_credit',{'custnum'=>$custnum}); -foreach $credit (@credits) { - my($cref)=$credit->hashref; - push @history, - $cref->{_date} . "\t" . - qq!!. - 'Unapplied credit #' . - $cref->{crednum} . ": ". - $cref->{reason} . "\t\t\t" . $credit->credited . "\t"; -} +% } -my(@refunds)=qsearch('cust_refund',{'custnum'=> $custnum } ); -foreach my $refund (@refunds) { - my($rref)=$refund->hashref; - my($refundnum) = ( - $refund->refundnum, - ); - - push @history, - $rref->{_date} . "\tRefund #$refundnum, (" . - $rref->{payby} . " " . $rref->{payinfo} . ") by " . - $rref->{otaker} . " - ". $rref->{reason} . "\t\t\t\t" . - $rref->{refund}; -} +% ### +% # Appointments +% ### -my @unapplied_payments = - grep { $_->unapplied > 0 } qsearch('cust_pay', { 'custnum' => $custnum } ); -foreach my $payment (@unapplied_payments) { - push @history, - $payment->_date. "\t". - ''. - 'Unapplied payment #' . - $payment->paynum . "". - "\t\t" . $payment->unapplied . "\t\t"; -} +% if ( $view eq 'appointments' ) { - #formatting - print &table(), < - Date - Description - Charge - Payment - In-house
Credit
- Refund - Balance - -END - -#display payment history - -$balance = 0; -foreach $item (sort keyfield_numerically @history) { - my($date,$desc,$charge,$payment,$credit,$refund)=split(/\t/,$item); - $charge ||= 0; - $payment ||= 0; - $credit ||= 0; - $refund ||= 0; - $balance += $charge - $payment; - $balance -= $credit - $refund; - - print "",time2str("%D",$date),"", - "$desc", - "", - ( $charge ? "\$".sprintf("%.2f",$charge) : '' ), - "", - "", - ( $payment ? "- \$".sprintf("%.2f",$payment) : '' ), - "", - "", - ( $credit ? "- \$".sprintf("%.2f",$credit) : '' ), - "", - "", - ( $refund ? "\$".sprintf("%.2f",$refund) : '' ), - "", - "\$" . sprintf("%.2f",$balance), - "", - "\n"; +% if ( $conf->config('ticket_system') +% && $curuser->access_right('View appointments') ) { + <& cust_main/appointments.html, $cust_main &> +% } +
+ +% } + + +% ### +% # Quotations +% ### + +% if ( $view eq 'quotations' ) { + +% if ( $curuser->access_right('Generate quotation') ) { + <& cust_main/quotations.html, $cust_main &> +% } + +% } + + +% ### +% # Packages +% ### + +% if ( $view eq 'packages' ) { + +% #XXX enable me# if ( $curuser->access_right('View customer packages') { +<& cust_main/packages.html, $cust_main &> +% #} +
+ +% } + + +% ### +% # Payment History +% ### + +% if ( $view eq 'payment_history' ) { + +<& cust_main/payment_history.html, $cust_main &> +
+ +% } + + +% ### +% # Change History +% ### + +% if ( $view eq 'change_history' ) { +<& cust_main/change_history.html, $cust_main &> +
+% } + +% if ( $view eq 'custom' ) { +% if ( $conf->config('cust_main-custom_link') ) { +<& cust_main/custom.html, $cust_main &> +% } elsif ( $conf->config('cust_main-custom_content') ) { + <& cust_main/custom_content.html, $cust_main &> +% #} else { +% # warn "custom view without cust_main-custom_link or -custom_content?"; +% } +% } + +
+<& /elements/footer.html &> +<%init> + +my $curuser = $FS::CurrentUser::CurrentUser; + +die "access denied" + unless $curuser->access_right('View customer'); + +my $conf = new FS::Conf; + +my $custnum; +if ( $cgi->param('custnum') =~ /^(\d+)$/ ) { + $custnum = $1; +} else { + die "No customer specified (bad URL)!" unless $cgi->keywords; + my($query) = $cgi->keywords; # needs parens with my, ->keywords returns array + $query =~ /^(\d+)$/; + $custnum = $1; + $cgi->delete('keywords'); + $cgi->param('custnum', $1); } -#formatting -print ""; +my $cust_main = qsearchs( { + 'table' => 'cust_main', + 'hashref' => { 'custnum' => $custnum }, + 'extra_sql' => ' AND '. $curuser->agentnums_sql, +}); +die "Customer not found!" unless $cust_main; -#end +my $title = mt("Customer").' #'. $cust_main->display_custnum. ': '. + encode_entities($cust_main->name); -#formatting -print <num_agents ) { + $title = encode_entities($cust_main->agent->agent). " $title"; +} - - -END +my $status = $cust_main->status_label; +$status .= ' (Cancelled)' if $cust_main->is_status_delay_cancel; +my $title_noescape = $title. ' ('. $status. ')'; +$title .= " ($status)"; -#subroutiens -sub keyfield_numerically { (split(/\t/,$a))[0] <=> (split(/\t/,$b))[0] ; } +#false laziness w/pref/pref.html and Conf.pm (cust_main-default_view) +tie my %views, 'Tie::IxHash', + emt('Basics') => 'basics', + emt('Notes') => 'notes', #notes and files? +; +if ( $conf->config('ticket_system') ) { + $views{emt('Tickets')} = 'tickets'; + $views{emt('Appointments')} = 'appointments' + if $curuser->access_right('View appointments'); +} +$views{emt('Quotations')} = 'quotations'; +$views{emt('Packages')} = 'packages'; +$views{emt('Payment History')} = 'payment_history'; +$views{emt('Change History')} = 'change_history' + if $curuser->access_right('View customer history'); +$views{$conf->config('cust_main-custom_title') || emt('Custom')} = 'custom' + if $conf->config('cust_main-custom_link') + || $conf->config('cust_main-custom_content'); + +my %viewname = reverse %views; + +my $view = $cgi->param('show') || $curuser->default_customer_view; +$view = 'basics' if $view eq 'jumbo'; + +my $ie_compat = $conf->config('ie-compatibility_mode'); +my $head = ''; +if ( $ie_compat ) { + $head = qq(); +} -%> +