X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main.cgi;h=ee5f86973b6c871ec4a9a350aebbdcd512c51efb;hb=fa2d8d66b29628e95a8a3aad05e59cbb173f4671;hp=6ece5c2bebeb6a56cbe9d9f2d0156ecb9f8c6e5c;hpb=dbfb0ae501d5acba37f9348476d94b99a4c92450;p=freeside.git
diff --git a/httemplate/view/cust_main.cgi b/httemplate/view/cust_main.cgi
index 6ece5c2be..430c50c5f 100755
--- a/httemplate/view/cust_main.cgi
+++ b/httemplate/view/cust_main.cgi
@@ -1,466 +1,369 @@
-<%
-#
-
-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 $conf );
-use CGI;
-use CGI::Carp qw(fatalsToBrowser);
-use Date::Format;
-use FS::UID qw(cgisuidsetup);
-use FS::Record qw(qsearchs qsearch);
-use FS::CGI qw(header menubar popurl table itable ntable);
-use FS::cust_credit;
-use FS::cust_pay;
-use FS::cust_bill;
-use FS::part_pkg;
-use FS::cust_pkg;
-use FS::part_referral;
-use FS::agent;
-use FS::cust_main;
-use FS::cust_refund;
-use FS::cust_bill_pay;
-use FS::cust_credit_bill;
-
-$cgi = new CGI;
-&cgisuidsetup($cgi);
-
-$conf = new FS::Conf;
-
-print $cgi->header( '-expires' => 'now' ), 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!;
-}
-
-print '
';
-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, ' |
';
- }
- @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->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,
- ' |
';
-}
-
-print '';
-
-print qq!
Packages !,
-# qq!
Click on package number to view/edit package.!,
- qq!( Order and cancel packages (preserves services) )!,
-;
-
-#display packages
-
-#formatting
-print qq!!, &table(), "\n",
- qq!Package | !,
- qq!Dates | Services |
\n!,
- qq!Setup | !,
- qq!Next bill!,
- qq! | Susp. | Expire!,
- qq! | !,
- qq!Cancel | !,
- qq!
\n!;
-
-#get package info
-if ( $conf->exists('hidecancelledpackages') ) {
- @packages = $cust_main->ncancelled_pkgs;
-} else {
- @packages = $cust_main->all_pkgs;
-}
-
-$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="
";
- }
- $n1="
";
-}
-print "
";
-
-#formatting
-print "";
-
-#formatting
-print qq!
Payment History!,
- qq!!,
- qq! ( Click on invoice to view invoice/enter payment. | !,
- qq!!,
- qq!Post credit / refund )!;
-
-#get payment history
-#
-# major problem: this whole thing is way too sloppy.
-# minor problem: the description lines need better formatting.
-
-# SHOULD SHOW UNAPPLIED PAYMENTS (now show unapplied credits)
-
-@history = (); #needed for mod_perl :)
-
-@bills = qsearch('cust_bill',{'custnum'=>$custnum});
-foreach $bill (@bills) {
- my($bref)=$bill->hashref;
- push @history,
- $bref->{_date} . qq!\tInvoice #! . $bref->{invnum} .
- qq! (Balance \$! . $bill->owed . qq!)\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,
- $cust_bill_pay->amount,
- );
- push @history,
- "$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 ) = (
- $cust_credit->_date,
- $cust_credit_bill->invnum,
- $cust_credit_bill->crednum,
- $cust_credit_bill->amount,
- $cust_credit->reason,
- );
- push @history,
- "$date\tCredit #$crednum, Invoice #$invnum $reason\t\t\t$amount\t";
- }
-}
-
-@credits = grep $_->credited, qsearch('cust_credit',{'custnum'=>$custnum});
-foreach $credit (@credits) {
- my($cref)=$credit->hashref;
- push @history,
- $cref->{_date} . "\t" .
- qq!!.
- 'Unapplied credit #' .
- $cref->{crednum} . ", (Balance \$" .
- $credit->credited . ") ".
- $cref->{reason} . "\t\t\t" . $cref->{amount} . "\t";
+<& /elements/header.html, {
+ 'title' => $title,
+ '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 %>
+ |
+
+% }
+
+% }
+
+<& /elements/menubar.html,
+ { 'newstyle' => 1,
+ 'selected' => $viewname{$view},
+ 'url_base' => $cgi->url. "?custnum=$custnum;show=",
+ },
+ %views,
+&>
+
+
+<& /elements/init_overlib.html &>
+
+
+
+% if ( $view eq 'basics' || $view eq 'jumbo' ) {
+
+% if ( $curuser->access_right('Edit customer') ) {
+
<% mt('Edit this customer') |h %> |
+% }
+
+% if ( $curuser->access_right('Suspend customer')
+% && scalar($cust_main->unsuspended_pkgs)
+% ) {
+ <& /elements/popup_link-cust_main.html,
+ { 'action' => $p. 'misc/suspend_cust.html',
+ 'label' => emt('Suspend this customer'),
+ 'actionlabel' => emt('Confirm Suspension'),
+ 'color' => '#ff9900',
+ 'cust_main' => $cust_main,
+ 'width' => 616, #make room for reasons
+ 'height' => 366,
+ }
+ &> |
+% }
+
+% if ( $curuser->access_right('Unsuspend customer')
+% && scalar($cust_main->suspended_pkgs)
+% ) {
+ <& /elements/popup_link-cust_main.html,
+ { 'action' => $p. 'misc/unsuspend_cust.html',
+ 'label' => emt('Unsuspend this customer'),
+ 'actionlabel' => emt('Confirm Unsuspension'),
+ #'color' => '#ff9900',
+ 'cust_main' => $cust_main,
+ #'width' => 616, #make room for reasons
+ #'height' => 366,
+ }
+ &> |
+% }
+
+% if ( $curuser->access_right('Cancel customer')
+% && scalar($cust_main->ncancelled_pkgs)
+% ) {
+ <& /elements/popup_link-cust_main.html,
+ { 'action' => $p. 'misc/cancel_cust.html',
+ 'label' => emt('Cancel this customer'),
+ 'actionlabel' => emt('Confirm Cancellation'),
+ 'color' => '#ff0000',
+ 'cust_main' => $cust_main,
+ 'width' => 616, #make room for reasons
+ 'height' => 366,
+ }
+ &> |
+% }
+
+% if ( $curuser->access_right('Merge customer')
+% and ( scalar($cust_main->ncancelled_pkgs)
+% # || we start supporting payment info merge again in some way
+% )
+% )
+% {
+ <& /elements/popup_link-cust_main.html,
+ { 'action' => $p. 'misc/merge_cust.html',
+ 'label' => emt('Merge this customer'),
+ 'actionlabel' => emt('Merge customer'),
+ 'cust_main' => $cust_main,
+ 'width' => 569,
+ 'height' => 210,
+ }
+ &> |
+% }
+
+% unless ( $conf->exists('disable_customer_referrals') ) {
+
<% mt('Refer a new customer') |h %> |
+
<% mt('View this customer\'s referrals') |h %>
+% }
+
+
+
+% my $br = 0;
+% if ( $curuser->access_right('Billing event reports')
+% || $curuser->access_right('View customer billing events')
+% ) {
+% $br=1;
+
<% mt('View billing events for this customer') |h %>
+% }
+%
+% my $email_link = ($cust_main->invoicing_list_emailonly) &&
+% include('/elements/email-link.html',
+% 'table' => 'cust_main',
+% 'search_hash' => { 'custnum' => $custnum },
+% 'label' => 'Email a notice to this customer',
+% );
+% if ( $email_link and $br ) {
+ |
+% }
+<% $email_link || '' %>
+
+% 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 ) {
+
+% }
+%doc>
+
+%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 &>
+% if ( $conf->config('payby-default') ne 'HIDE' ) {
+ <& cust_main/billing.html, $cust_main &>
+% }
+
+ |
+
+
+
+ <& cust_main/contacts_new.html, $cust_main &>
+ |
+
+
-my(@refunds)=qsearch('cust_refund',{'custnum'=> $custnum } );
-my($refund);
-foreach $refund (@refunds) {
- my($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};
-}
+% }
+% if ( $view eq 'notes' || $view eq 'jumbo' ) {
- #formatting
- print &table(), <
comments =~ /[^\s\n\r]/ ) {
+
<% mt('Comments') |h %>
+<% ntable("#cccccc") %><% ntable("#cccccc",2) %>
|
- Date |
- Description |
- Charge |
- Payment |
- In-house Credit |
- Refund |
- Balance |
+
+ <% encode_entities($cust_main->comments) %>
+ |
-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";
+
+
+% }
+
+% my $notecount = scalar($cust_main->notes(0));
+% if ( ! $conf->exists('cust_main-disable_notes') || $notecount) {
+
+% unless ( $view eq 'notes' && $cust_main->comments !~ /[^\s\n\r]/ ) {
+
+ <% mt('Notes') |h %>
+% }
+
+% if ( $curuser->access_right('Add customer note') &&
+% ! $conf->exists('cust_main-disable_notes')
+% ) {
+
+ <& /elements/popup_link-cust_main.html,
+ 'label' => emt('Add customer note'),
+ 'action' => $p. 'edit/cust_main_note.cgi',
+ 'actionlabel' => emt('Enter customer note'),
+ 'cust_main' => $cust_main,
+ 'width' => 616,
+ 'height' => 538, #575
+ &>
+
+% }
+
+
+
+<& cust_main/notes.html, 'custnum' => $cust_main->custnum &>
+
+% }
+
+
+% if(! $conf->config('disable_cust_attachment')
+% and $curuser->access_right('Add attachment')) {
+<& /elements/popup_link-cust_main.html,
+ 'label' => emt('Attach file'),
+ 'action' => $p.'edit/cust_main_attach.cgi',
+ 'actionlabel' => emt('Upload file'),
+ 'cust_main' => $cust_main,
+ 'width' => 480,
+ 'height' => 296,
+&>
+% }
+% if( $curuser->access_right('View attachments') ) {
+<& cust_main/attachments.html, 'custnum' => $cust_main->custnum &>
+% if ($cgi->param('show_deleted')) {
+">(<% mt('Show active attachments') |h %>)
+% }
+% elsif($curuser->access_right('View deleted attachments')) {
+">(<% mt('Show deleted attachments') |h %>)
+% }
+% }
+
+
+% }
+
+% if ( $view eq 'jumbo' ) {
+
+% }
+
+
+% if ( $view eq 'tickets' || $view eq 'jumbo' ) {
+
+% if ( $conf->config('ticket_system') ) {
+ <& cust_main/tickets.html, $cust_main &>
+% }
+
+
+% }
+
+% if ( $view eq 'jumbo' ) { #XXX enable me && $curuser->access_right('View customer packages') {
+
+ <% mt('Packages') |h %>
+% }
+
+% if ( $view eq 'packages' || $view eq 'jumbo' ) {
+
+% #XXX enable me# if ( $curuser->access_right('View customer packages') {
+<& cust_main/packages.html, $cust_main &>
+% #}
+
+% }
+
+% if ( $view eq 'jumbo' ) {
+
+ <% mt('Payment History') |h %>
+
+% }
+
+% if ( $view eq 'payment_history' || $view eq 'jumbo' ) {
+
+% if ( $conf->config('payby-default') ne 'HIDE' ) {
+ <& cust_main/payment_history.html, $cust_main &>
+% }
+
+% }
+
+% if ( $view eq 'change_history' ) { # || $view eq 'jumbo'
+<& 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;
}
-#formatting
-print "";
-
-#end
-
-#formatting
-print < 'cust_main',
+ 'hashref' => { 'custnum' => $custnum },
+ 'extra_sql' => ' AND '. $curuser->agentnums_sql,
+});
+die "Customer not found!" unless $cust_main;
-