RT# 77532 - Updated advanced customer report to search contacts
[freeside.git] / httemplate / search / report_cust_main.html
1 <& /elements/header.html, mt('Customer Report') &>
2
3 <FORM ACTION="cust_main.html" METHOD="GET">
4 <INPUT TYPE="hidden" NAME="magic" VALUE="bill">
5
6   <TABLE BGCOLOR="#cccccc" CELLSPACING=0>
7
8     <TR>
9       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Basic search options') |h %></FONT></TH>
10     </TR>
11
12     <& /elements/tr-select-agent.html,
13                   'curr_value'    => scalar($cgi->param('agentnum')),
14                   'disable_empty' => 0,
15     &>
16
17     <& /elements/tr-select-sales.html,
18                   'curr_value'    => scalar($cgi->param('salesnum')),
19                   'pre_options'   => [ '' => 'all',
20                                        0  => '(none)', ],
21                   'disable_empty' => 1,
22     &>
23
24     <& /elements/tr-select-cust_main-status.html,
25                   'label' => emt('Status'),
26     &>
27
28     <& /elements/tr-select-cust_class.html,
29                   'label'        => emt('Class'),
30                   'multiple'     => 1,
31                   'pre_options'  => [ '' => emt('(none)') ],
32                   'all_selected' => 1,
33     &>
34
35     <& /elements/tr-select-part_referral.html,
36                   'label'        => emt('Advertising Source'),
37                   'multiple'     => 1,
38                   #no, causes customers with disabled ones to disappear
39                   #'all_selected' => 1,
40     &>
41
42     <TR>
43         <TD ALIGN="right" VALIGN="center"><% mt('Signup date') |h %></TD>
44         <TD>
45         <TABLE>
46             <& /elements/tr-input-beginning_ending.html,
47                       prefix   => 'signupdate',
48                       layout   => 'horiz',
49             &>
50         </TABLE>
51         </TD>
52     </TR>
53
54 %    if ( $conf->exists('cust_main-enable_birthdate') ) {
55       <TR>
56           <TD ALIGN="right" VALIGN="center"><% mt('Date of Birth') |h %></TD>
57           <TD>
58           <TABLE>
59               <& /elements/tr-input-beginning_ending.html,
60                         prefix   => 'birthdate',
61                         layout   => 'horiz',
62               &>
63           </TABLE>
64           </TD>
65       </TR>
66 %   }
67
68 %    if ( $conf->exists('cust_main-enable_spouse_birthdate') ) {
69       <TR>
70           <TD ALIGN="right" VALIGN="center"><% mt('Spouse Date of Birth') |h %></TD>
71           <TD>
72           <TABLE>
73               <& /elements/tr-input-beginning_ending.html,
74                         prefix   => 'spouse_birthdate',
75                         layout   => 'horiz',
76               &>
77           </TABLE>
78           </TD>
79       </TR>
80 %   }
81
82 %    if ( $conf->exists('cust_main-enable_anniversary_date') ) {
83       <TR>
84           <TD ALIGN="right" VALIGN="center"><% mt('Anniversary Date') |h %></TD>
85           <TD>
86           <TABLE>
87               <& /elements/tr-input-beginning_ending.html,
88                         prefix   => 'anniversary_date',
89                         layout   => 'horiz',
90               &>
91           </TABLE>
92           </TD>
93       </TR>
94 %   }
95
96       <TR>
97         <TD ALIGN="right">Tags</TD>
98         <TD>
99             <& /elements/select-cust_tag.html,
100                           'cgi'         => $cgi,
101                           'is_report'   => 1,
102                           'multiple'    => 1,
103             &>
104           <DIV STYLE="display:inline-block; vertical-align:baseline">
105             <INPUT TYPE="radio" NAME="all_tags" VALUE="0" CHECKED> Any of these
106             <BR>
107             <INPUT TYPE="radio" NAME="all_tags" VALUE="all"> All of these
108             <BR>
109             <INPUT TYPE="radio" NAME="all_tags" VALUE="none"> None of these
110           </DIV>
111         </TD>
112       </TR>
113
114     <TR>
115       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
116     </TR>
117     <TR>
118       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Referral search options') |h %></FONT></TH>
119     </TR>
120
121       <& /elements/tr-input-text.html,
122            label     => emt('At least this many'),
123            field     => 'with_referrals',
124            size      => 4,
125            maxlength => 4,
126       &>
127
128       <& /elements/tr-select-cust_main-status.html,
129            label => emt('Referral status'),
130            field => 'referral_status',
131       &>
132
133     <TR>
134       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
135     </TR>
136     <TR>
137       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Package search options') |h %></FONT></TH>
138     </TR>
139
140       <TR>
141         <TD ALIGN="right">With</TD>
142         <TD><SELECT NAME="any_pkg_status">
143               <OPTION VALUE="0">active packages
144               <OPTION VALUE="1">any status packages
145             </SELECT>
146         </TD>
147       </TR>
148
149       <TR>
150         <TD ALIGN="right">of class</TD>
151         <TD>
152             <& /elements/select-pkg_class.html,
153                           'field'       => 'pkg_classnum',
154                           'multiple'    => 1,
155             &>
156           <DIV STYLE="display:inline-block; vertical-align:baseline">
157             <INPUT TYPE="radio" NAME="all_pkg_classnums" VALUE="0" CHECKED>
158               Any of these
159             <BR>
160             <INPUT TYPE="radio" NAME="all_pkg_classnums" VALUE="1">
161               All of these
162           </DIV>
163         </TD>
164       </TR>
165
166     <TR>
167       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
168     </TR>
169
170     <TR>
171       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Location search options') |h %></FONT></TH>
172     </TR>
173
174     <TR>
175       <TD ALIGN="right" VALIGN="center"><% mt('Address') |h %></TD>
176       <TD><INPUT TYPE="text" NAME="address" SIZE=54></TD>
177     </TR>
178
179     <TR>
180       <TD ALIGN="right" VALIGN="center"><% mt('City') |h %></TD>
181       <TD>
182         <& /elements/city.html,
183              disable_empty => 0,
184              empty_label   => '(all)',
185              disable_text  => 1,
186         &>
187       </TD>
188     </TR>
189
190     <TR>
191       <TD ALIGN="right" VALIGN="center"><% mt('County') |h %></TD>
192       <TD>
193         <& /elements/select-county.html,
194              disable_empty => 0,
195              empty_label   => '(all)',
196         &>
197       </TD>
198     </TR>
199     
200     <TR>
201       <TD ALIGN="right" VALIGN="center"><% mt('State') |h %></TD>
202       <TD>
203         <& /elements/select-state.html,
204              disable_empty => 0,
205              empty_label   => '(all)',
206         &>
207       </TD>
208     </TR>
209     
210     <TR>
211       <TD ALIGN="right" VALIGN="center"><% mt('Zip') |h %></TD>
212       <TD><INPUT TYPE="text" NAME="zip" SIZE=12></TD>
213     </TR>
214
215     <TR>
216       <TD ALIGN="right" VALIGN="center"><% mt('Country') |h %></TD>
217       <TD>
218         <& /elements/select-country.html,
219              disable_empty       => 0,
220              state_disable_empty => 0,
221              state_empty_label   => '(all)',
222         &>
223       </TD>
224     </TR>
225
226     <TR>
227       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
228     </TR>
229
230     <TR>
231       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% emt('Contacts search options') %></FONT></TH>
232     </TR>
233
234     <& elements/options_cust_contacts.html,
235       'pre_fix'   => 'contacts_',
236     &>
237
238     <TR>
239       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
240     </TR>
241
242     <TR>
243       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Billing search options') |h %></FONT></TH>
244     </TR>
245
246     <& /elements/tr-select-payby.html,
247                   'payby_type'   => 'cust',
248                   'multiple'     => 1,
249                   'all_selected' => 1,
250     &>
251
252     <TR>
253       <TD ALIGN="right"><% mt('Payment expiration before') |h %></TD>
254       <TD>
255         <SELECT NAME="paydate_month" DISABLED>
256 %         foreach my $month ( 1 .. 12 ) {
257             <OPTION VALUE="<% $month %>"><% $month %></OPTION>
258 %         }
259         </SELECT>
260         /
261         <SELECT NAME="paydate_year" onChange="paydate_year_changed(this);">
262           <OPTION VALUE=""></OPTION>
263 %         my $lastyear = (localtime(time))[5] + 1899;
264 %         foreach my $year ( $lastyear .. $lastyear+12 ) {
265             <OPTION VALUE="<% $year %>"><% $year %></OPTION>
266 %         }
267         </SELECT>
268       </TD>
269     </TR>
270
271     <SCRIPT TYPE="text/javascript">
272       function paydate_year_changed(what) {
273         var value = what.options[what.selectedIndex].value;
274         var month_select = what.form.paydate_month;
275         if ( value == '' ) {
276           month_select.disabled = true;
277         } else {
278           month_select.disabled = false;
279         }
280       }
281     </SCRIPT>
282
283 % my @exempt_groups = grep /\S/, $conf->config('tax-cust_exempt-groups');
284 % unless ( @exempt_groups ) { 
285
286 %   #falze laziness with With/Without postal mail invoices
287      <TR>
288       <TD ALIGN="right" VALIGN="center"><% mt('Tax exempt') |h %></TD>
289         <TD><INPUT TYPE="checkbox" NAME="tax" ID="tax" onClick="tax_changed();"></TD>
290     </TR>
291
292     <TR>
293       <TD ALIGN="right" VALIGN="center"><% mt('Not tax exempt') |h %></TD>
294         <TD><INPUT TYPE="checkbox" NAME="no_tax" ID="no_tax" onClick="no_tax_changed();"></TD>
295     </TR>
296
297     <SCRIPT TYPE="text/javascript">
298       function  tax_changed() {
299         if ( document.getElementById('tax').checked == true ) {
300           document.getElementById('no_tax').checked = false;
301         }
302       }
303       function no_tax_changed() {
304         if ( document.getElementById('no_tax').checked == true ) {
305           document.getElementById('tax').checked = false;
306         }
307       }
308     </SCRIPT>
309 % }
310
311     <TR>
312       <TD ALIGN="right"><% mt('Invoice terms') |h %></TD>
313       <TD>
314 %       my @agentnums = $FS::CurrentUser::CurrentUser->agentnums;
315 %       my $agentnum = scalar(@agentnums) == 1 ? $agentnums[0] : '';
316         <& /elements/select-terms.html,
317              'pre_options' => [ '' => emt('all') ],
318              'empty_value' => 'NULL',
319              'agentnum'    => $agentnum,
320         &>
321       </TD>
322     </TR>
323     
324     <& /elements/tr-input-lessthan_greaterthan.html,
325                   label   => emt('Current balance'),
326                   field   => 'current_balance',
327     &>
328
329     <TR>
330       <TD ALIGN="right" VALIGN="center"><% mt('With invoicing email address(es)') |h %></TD>
331         <TD><INPUT TYPE="checkbox" NAME="with_email"></TD>
332     </TR>
333
334     <TR>
335       <TD ALIGN="right" VALIGN="center"><% mt('With postal mail invoices') |h %></TD>
336         <TD><INPUT TYPE="checkbox" NAME="POST" ID="POST" onClick="POST_changed();"></TD>
337     </TR>
338
339     <TR>
340       <TD ALIGN="right" VALIGN="center"><% mt('Without postal mail invoices') |h %></TD>
341         <TD><INPUT TYPE="checkbox" NAME="no_POST" ID="no_POST" onClick="no_POST_changed();"></TD>
342     </TR>
343
344     <SCRIPT TYPE="text/javascript">
345       function POST_changed() {
346         if ( document.getElementById('POST').checked == true ) {
347           document.getElementById('no_POST').checked = false;
348         }
349       }
350       function no_POST_changed() {
351         if ( document.getElementById('no_POST').checked == true ) {
352           document.getElementById('POST').checked = false;
353         }
354       }
355     </SCRIPT>
356
357     <TR>
358       <TH CLASS="background" COLSPAN=2>&nbsp;</TH>
359     </TR>
360
361     <TR>
362       <TH CLASS="background" COLSPAN=2 ALIGN="left"><FONT SIZE="+1"><% mt('Display options') |h %></FONT></TH>
363     </TR>
364     <& /elements/tr-select-cust-fields.html &>
365
366     <TR>
367       <TD ALIGN="right" VALIGN="center"><% mt('Add package columns') |h %></TD>
368         <TD><INPUT TYPE="checkbox" NAME="flattened_pkgs"></TD>
369     </TR>
370
371     <TR>
372       <TD ALIGN="right" VALIGN="center"><% mt('Include cancelled packages') |h %></TD>
373         <TD><INPUT TYPE="checkbox" NAME="cancelled_pkgs"></TD>
374     </TR>
375
376     <TR>
377       <TH ALIGN="right" VALIGN="center"><% mt('Search historical addresses') %></TH>
378       <TD><INPUT TYPE="checkbox" NAME="location_history" VALUE="1"></TD>
379
380   </TABLE>
381
382 <BR>
383 <INPUT TYPE="submit" VALUE="<% mt('Get Report') |h %>">
384
385 </FORM>
386
387 <& /elements/footer.html &>
388 <%init>
389
390 die "access denied"
391   unless $FS::CurrentUser::CurrentUser->access_right('Advanced customer search');
392
393 my $conf = new FS::Conf;
394
395 </%init>