one-screen new customer entry (including package and service) for simple
[freeside.git] / htdocs / edit / cust_main.cgi
index d712f76..901923d 100755 (executable)
@@ -1,12 +1,10 @@
 #!/usr/bin/perl -Tw
 #
-# $Id: cust_main.cgi,v 1.5 1999-01-18 09:22:30 ivan Exp $
+# $Id: cust_main.cgi,v 1.11 1999-03-25 13:55:10 ivan Exp $
 #
 # Usage: cust_main.cgi custnum
 #        http://server.name/path/cust_main.cgi?custnum
 #
-# Note: Should be run setuid freeside as user nobody.
-#
 # ivan@voicenet.com 96-nov-29 -> 96-dec-04
 #
 # Blank custnum for new customer.
 # fixed one missed day->daytime ivan@sisd.com 98-jul-13
 #
 # $Log: cust_main.cgi,v $
-# Revision 1.5  1999-01-18 09:22:30  ivan
+# Revision 1.11  1999-03-25 13:55:10  ivan
+# one-screen new customer entry (including package and service) for simple
+# packages with one svc_acct service
+#
+# Revision 1.10  1999/02/28 00:03:34  ivan
+# removed misleading comments
+#
+# Revision 1.9  1999/02/23 08:09:20  ivan
+# beginnings of one-screen new customer entry and some other miscellania
+#
+# Revision 1.8  1999/01/25 12:09:53  ivan
+# yet more mod_perl stuff
+#
+# Revision 1.7  1999/01/19 05:13:34  ivan
+# for mod_perl: no more top-level my() variables; use vars instead
+# also the last s/create/new/;
+#
+# Revision 1.6  1999/01/18 09:41:24  ivan
+# all $cgi->header calls now include ( '-expires' => 'now' ) for mod_perl
+# (good idea anyway)
+#
+# Revision 1.5  1999/01/18 09:22:30  ivan
 # changes to track email addresses for email invoicing
 #
 # Revision 1.4  1998/12/23 08:08:15  ivan
 #
 
 use strict;
+use vars qw( $cgi $custnum $action $cust_main $p1 @agents $agentnum 
+             $last $first $ss $company $address1 $address2 $city $zip 
+             $daytime $night $fax @invoicing_list $invoicing_list $payinfo
+             $payname %payby %paybychecked $refnum $otaker $r );
+use vars qw ( $conf $pkgpart $username $password $popnum $ulen $ulen2 );
 use CGI::Switch;
 use CGI::Carp qw(fatalsToBrowser);
 use FS::UID qw(cgisuidsetup getotaker);
-use FS::Record qw(qsearch qsearchs);
+#use FS::Record qw(qsearch qsearchs fields);
+use FS::Record qw(qsearch qsearchs fields dbdef);
 use FS::CGI qw(header popurl itable table);
 use FS::cust_main;
+use FS::agent;
+use FS::part_referral;
+use FS::cust_main_county;
+
+  #for misplaced logic below
+  use FS::pkg_svc;
+  use FS::part_svc;
+  use FS::part_pkg;
+
+  #for false laziness below
+  use FS::svc_acct_pop;
 
-my $cgi = new CGI;
+  #for (other) false laziness below
+  use FS::agent;
+  use FS::type_pkgs;
+
+$cgi = new CGI;
 cgisuidsetup($cgi);
 
 #get record
 
-my ( $custnum, $action, $cust_main );
-if ( $cgi->keywords ) { #editing
+if ( $cgi->param('error') ) {
+  $cust_main = new FS::cust_main ( {
+    map { $_, scalar($cgi->param($_)) } fields('cust_main')
+  } );
+  $custnum = $cust_main->custnum;
+  $pkgpart = $cgi->param('pkgpart_svcpart');
+  $pkgpart =~ /^(\d+)_/;
+  $pkgpart = $1;
+  $username = $cgi->param('username');
+  $password = $cgi->param('_password');
+  $popnum = $cgi->param('popnum');
+} elsif ( $cgi->keywords ) { #editing
   my( $query ) = $cgi->keywords;
   $query =~ /^(\d+)$/;
   $custnum=$1;
   $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } );
-  $action='Edit';
+  $pkgpart = 0;
+  $username = '';
+  $password = '';
+  $popnum = 0;
 } else {
   $custnum='';
   $cust_main = new FS::cust_main ( {} );
   $cust_main->setfield('otaker',&getotaker);
-  $action='Add';
+  $pkgpart = 0;
+  $username = '';
+  $password = '';
+  $popnum = 0;
 }
+$action = $custnum ? 'Edit' : 'Add';
 
 # top
 
-my $p1 = popurl(1);
-print $cgi->header, header("Customer $action", ''),
-      qq!<FORM ACTION="${p1}process/cust_main.cgi" METHOD=POST>!,
+$p1 = popurl(1);
+print $cgi->header( '-expires' => 'now' ), header("Customer $action", '');
+print qq!<FONT SIZE="+1" COLOR="#ff0000">Error: !, $cgi->param('error'),
+      "</FONT>"
+  if $cgi->param('error');
+print qq!<FORM ACTION="${p1}process/cust_main.cgi" METHOD=POST>!,
       qq!<INPUT TYPE="hidden" NAME="custnum" VALUE="$custnum">!,
       qq!Customer # !, ( $custnum ? $custnum : " (NEW)" ),
       
@@ -89,25 +149,53 @@ print $cgi->header, header("Customer $action", ''),
 
 # agent
 
-my @agents = qsearch( 'agent', {} );
-my $agentnum = $cust_main->agentnum || $agents[0]->agentnum; #default to first
+$r = qq!<font color="#ff0000">*</font>!;
+
+@agents = qsearch( 'agent', {} );
+$agentnum = $cust_main->agentnum || $agents[0]->agentnum; #default to first
 if ( scalar(@agents) == 1 ) {
   print qq!<INPUT TYPE="hidden" NAME="agentnum" VALUE="$agentnum">!;
 } else {
-  print qq!<BR><BR>Agent <SELECT NAME="agentnum" SIZE="1">!;
+  print qq!<BR><BR>${r}Agent <SELECT NAME="agentnum" SIZE="1">!;
   my $agent;
   foreach $agent (sort {
     $a->agent cmp $b->agent;
   } @agents) {
-      print "<OPTION" . " SELECTED"x($agent->agentnum==$agentnum),
+      print '<OPTION VALUE="', $agent->agentnum, '"',
+      " SELECTED"x($agent->agentnum==$agentnum),
       ">", $agent->agentnum,": ", $agent->agent;
   }
   print "</SELECT>";
 }
 
+#referral
+
+$refnum = $cust_main->refnum || 0;
+if ( $custnum ) {
+  print qq!<INPUT TYPE="hidden" NAME="refnum" VALUE="$refnum">!;
+} else {
+  my(@referrals) = qsearch('part_referral',{});
+  if ( scalar(@referrals) == 1 ) {
+    $refnum ||= $referrals[0]->refnum;
+    print qq!<INPUT TYPE="hidden" NAME="refnum" VALUE="$refnum">!;
+  } else {
+    print qq!<BR><BR>${r}Referral <SELECT NAME="refnum" SIZE="1">!;
+    print "<OPTION> ";
+    my($referral);
+    foreach $referral (sort {
+      $a->refnum <=> $b->refnum;
+    } @referrals) {
+      print "<OPTION" . " SELECTED"x($referral->refnum==$refnum),
+      ">", $referral->refnum, ": ", $referral->referral;
+    }
+    print "</SELECT>";
+  }
+}
+
+
 # contact info
 
-my($last,$first,$ss,$company,$address1,$address2,$city,$zip)=(
+($last,$first,$ss,$company,$address1,$address2,$city,$zip)=(
   $cust_main->last,
   $cust_main->first,
   $cust_main->ss,
@@ -119,11 +207,11 @@ my($last,$first,$ss,$company,$address1,$address2,$city,$zip)=(
 );
 
 print "<BR><BR>Contact information", itable("#c0c0c0"), <<END;
-<TR><TH ALIGN="right">Contact name<BR>(last, first)</TH><TD COLSPAN=3><INPUT TYPE="text" NAME="last" VALUE="$last">, <INPUT TYPE="text" NAME="first" VALUE="$first"></TD><TD ALIGN="right">SS#</TD><TD><INPUT TYPE="text" NAME="ss" VALUE="$ss" SIZE=11></TD></TR>
+<TR><TH ALIGN="right">${r}Contact name<BR>(last, first)</TH><TD COLSPAN=3><INPUT TYPE="text" NAME="last" VALUE="$last">, <INPUT TYPE="text" NAME="first" VALUE="$first"></TD><TD ALIGN="right">SS#</TD><TD><INPUT TYPE="text" NAME="ss" VALUE="$ss" SIZE=11></TD></TR>
 <TR><TD ALIGN="right">Company</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="company" VALUE="$company" SIZE=70></TD></TR>
-<TR><TH ALIGN="right">Address</TH><TD COLSPAN=5><INPUT TYPE="text" NAME="address1" VALUE="$address1" SIZE=70></TH></TR>
+<TR><TH ALIGN="right">${r}Address</TH><TD COLSPAN=5><INPUT TYPE="text" NAME="address1" VALUE="$address1" SIZE=70></TD></TR>
 <TR><TD ALIGN="right">&nbsp;</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="address2" VALUE="$address2" SIZE=70></TD></TR>
-<TR><TH ALIGN="right">City</TH><TD><INPUT TYPE="text" NAME="city" VALUE="$city"><TH ALIGN="right">State/Country</TH><TD><SELECT NAME="state" SIZE="1">
+<TR><TH ALIGN="right">${r}City</TH><TD><INPUT TYPE="text" NAME="city" VALUE="$city"><TH ALIGN="right">${r}State/Country</TH><TD><SELECT NAME="state" SIZE="1">
 END
 
 $cust_main->country('US') unless $cust_main->country; #eww
@@ -137,9 +225,9 @@ foreach ( qsearch('cust_main_county',{}) ) {
   print " (",$_->county,")" if $_->county;
   print " / ", $_->country;
 }
-print qq!</SELECT></TD><TH>Zip</TH><TD><INPUT TYPE="text" NAME="zip" VALUE="$zip" SIZE=10></TD></TR>!;
+print qq!</SELECT></TD><TH>${r}Zip</TH><TD><INPUT TYPE="text" NAME="zip" VALUE="$zip" SIZE=10></TD></TR>!;
 
-my($daytime,$night,$fax)=(
+($daytime,$night,$fax)=(
   $cust_main->daytime,
   $cust_main->night,
   $cust_main->fax,
@@ -151,7 +239,7 @@ print <<END;
 <TR><TD ALIGN="right">Fax</TD><TD COLSPAN=5><INPUT TYPE="text" NAME="fax" VALUE="$fax" SIZE=12></TD></TR>
 END
 
-print "</TABLE>";
+print "</TABLE>$r required fields<BR>";
 
 # billing info
 
@@ -184,33 +272,33 @@ sub expselect {
 print "<BR>Billing information", itable("#c0c0c0"),
       qq!<TR><TD><INPUT TYPE="checkbox" NAME="tax" VALUE="Y"!;
 print qq! CHECKED! if $cust_main->tax eq "Y";
-print qq!>Tax Exempt!;
-print qq!</TD></TR><TR><TD><INPUT TYPE="checkbox" NAME="invoicing_list_POST" VALUE="POST"!;
-my @invoicing_list = $cust_main->invoicing_list;
+print qq!>Tax Exempt</TD></TR>!;
+print qq!<TR><TD><INPUT TYPE="checkbox" NAME="invoicing_list_POST" VALUE="POST"!;
+@invoicing_list = $cust_main->invoicing_list;
 print qq! CHECKED!
   if ! @invoicing_list || grep { $_ eq 'POST' } @invoicing_list;
-print qq!> Postal mail invoice!;
-my $invoicing_list = join(', ', grep { $_ ne 'POST' } @invoicing_list );
-print qq!</TD></TR><TR><TD>Email invoice <INPUT TYPE="text" NAME="invoicing_list" VALUE="$invoicing_list"></TD>!;
-
-print "</TD></TR></TABLE>";
+print qq!>Postal mail invoice</TD></TR>!;
+$invoicing_list = join(', ', grep { $_ ne 'POST' } @invoicing_list );
+print qq!<TR><TD>Email invoice <INPUT TYPE="text" NAME="invoicing_list" VALUE="$invoicing_list"></TD></TR>!;
 
-print table("#c0c0c0"), "<TR>";
+print "<TR><TD>Billing type</TD></TR>",
+      "</TABLE>",
+      table("#c0c0c0"), "<TR>";
 
-my($payinfo, $payname)=(
+($payinfo, $payname)=(
   $cust_main->payinfo,
   $cust_main->payname,
 );
 
-my %payby = (
-  'CARD' => qq!Credit card<BR><INPUT TYPE="text" NAME="CARD_payinfo" VALUE="" MAXLENGTH=19><BR>Exp !. expselect("CARD"). qq!<BR>Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="">!,
-  'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE=""><BR>Exp !. expselect("BILL", "12-2037"). qq!<BR>Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="Accounts Payable">!,
-  'COMP' => qq!Complimentary<BR>Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE=""><BR>Exp !. expselect("COMP"),
+%payby = (
+  'CARD' => qq!Credit card<BR>${r}<INPUT TYPE="text" NAME="CARD_payinfo" VALUE="" MAXLENGTH=19><BR>${r}Exp !. expselect("CARD"). qq!<BR>${r}Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="">!,
+  'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE=""><BR>${r}Exp !. expselect("BILL", "12-2037"). qq!<BR>${r}Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="Accounts Payable">!,
+  'COMP' => qq!Complimentary<BR>${r}Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE=""><BR>${r}Exp !. expselect("COMP"),
 );
-my %paybychecked = (
-  'CARD' => qq!Credit card<BR><INPUT TYPE="text" NAME="CARD_payinfo" VALUE="$payinfo" MAXLENGTH=19><BR>Exp !. expselect("CARD", $cust_main->paydate). qq!<BR>Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="$payname">!,
-  'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE="$payinfo"><BR>Exp !. expselect("BILL", $cust_main->paydate). qq!<BR>Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="$payname">!,
-  'COMP' => qq!Complimentary<BR>Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE="$payinfo"><BR>Exp !. expselect("COMP", $cust_main->paydate),
+%paybychecked = (
+  'CARD' => qq!Credit card<BR>${r}<INPUT TYPE="text" NAME="CARD_payinfo" VALUE="$payinfo" MAXLENGTH=19><BR>${r}Exp !. expselect("CARD", $cust_main->paydate). qq!<BR>${r}Name on card<BR><INPUT TYPE="text" NAME="CARD_payname" VALUE="$payname">!,
+  'BILL' => qq!Billing<BR>P.O. <INPUT TYPE="text" NAME="BILL_payinfo" VALUE="$payinfo"><BR>${r}Exp !. expselect("BILL", $cust_main->paydate). qq!<BR>${r}Attention<BR><INPUT TYPE="text" NAME="BILL_payname" VALUE="$payname">!,
+  'COMP' => qq!Complimentary<BR>${r}Approved by<INPUT TYPE="text" NAME="COMP_payinfo" VALUE="$payinfo"><BR>${r}Exp !. expselect("COMP", $cust_main->paydate),
 );
 for (qw(CARD BILL COMP)) {
   print qq!<TD VALIGN=TOP><INPUT TYPE="radio" NAME="payby" VALUE="$_"!;
@@ -221,28 +309,108 @@ for (qw(CARD BILL COMP)) {
   }
 }
 
-print "</TR></TABLE>";
+print "</TR></TABLE>$r required fields for each billing type";
 
-#referral
+unless ( $custnum ) {
+  # pry the wrong place for this logic.  also pretty expensive
+  #use FS::pkg_svc;
+  #use FS::part_svc;
+  #use FS::part_pkg;
+
+  #false laziness, copied from FS::cust_pkg::order
+  my %part_pkg;
+  if ( scalar(@agents) == 1 ) {
+    # generate %part_pkg
+    # $part_pkg{$pkgpart} is true iff $custnum may purchase $pkgpart
+       #my($cust_main)=qsearchs('cust_main',{'custnum'=>$custnum});
+       #my($agent)=qsearchs('agent',{'agentnum'=> $cust_main->agentnum });
+    my($agent)=qsearchs('agent',{'agentnum'=> $agentnum });
+
+    my($type_pkgs);
+    foreach $type_pkgs ( qsearch('type_pkgs',{'typenum'=> $agent->typenum }) ) {
+      my($pkgpart)=$type_pkgs->pkgpart;
+      $part_pkg{$pkgpart}++;
+    }
+  } else {
+    #can't know (agent not chosen), so, allow all
+    my %typenum;
+    foreach my $agent ( @agents ) {
+      next if $typenum{$agent->typenum}++;
+      foreach my $type_pkgs ( qsearch('type_pkgs',{'typenum'=> $agent->typenum }) ) {
+        my($pkgpart)=$type_pkgs->pkgpart;
+        $part_pkg{$pkgpart}++;
+      }
+    }
 
-my $refnum = $cust_main->refnum || 0;
-if ( $custnum ) {
-  print qq!<INPUT TYPE="hidden" NAME="refnum" VALUE="$refnum">!;
-} else {
-  my(@referrals) = qsearch('part_referral',{});
-  print qq!<BR>Referral <SELECT NAME="refnum" SIZE="1">!;
-  print "<OPTION> ";
-  my($referral);
-  foreach $referral (sort {
-    $a->refnum <=> $b->refnum;
-  } @referrals) {
-    print "<OPTION" . " SELECTED"x($referral->refnum==$refnum),
-    ">", $referral->refnum, ": ", $referral->referral;
   }
-  print "</SELECT>";
+  #eslaf
+
+  my %pkgpart;
+  #foreach ( @pkg_svc ) {
+  foreach ( qsearch( 'pkg_svc', {} ) ) {
+    my $part_svc = qsearchs ( 'part_svc', { 'svcpart' => $_->svcpart } );
+    $pkgpart{ $_->pkgpart } = -1 # never will == 1 below
+      if ( $part_svc->svcdb ne 'svc_acct' );
+    if ( $pkgpart{ $_->pkgpart } ) {
+      $pkgpart{ $_->pkgpart } = '-1';
+    } else {
+      $pkgpart{ $_->pkgpart } = $_->svcpart;
+    }
+  }
+
+  my @part_pkg =
+    #grep { $pkgpart{ $_->pkgpart } == 1 } qsearch( 'part_pkg', {} );
+    grep {
+      #( $pkgpart{ $_->pkgpart } || 0 ) == 1
+      $pkgpart{ $_->pkgpart } 
+      && $pkgpart{ $_->pkgpart } != -1
+      && $part_pkg{ $_->pkgpart }
+      ;
+    } qsearch( 'part_pkg', {} );
+
+  if ( @part_pkg ) {
+
+    print "<BR><BR>First package", itable("#c0c0c0"),
+          qq!<TR><TD COLSPAN=2><SELECT NAME="pkgpart_svcpart">!;
+
+    print qq!<OPTION VALUE="">(none)!;
+
+    foreach my $part_pkg ( @part_pkg ) {
+      print qq!<OPTION VALUE="!,
+              $part_pkg->pkgpart. "_". $pkgpart{ $part_pkg->pkgpart }, '"',
+            " SELECTED"x($part_pkg->pkgpart == $pkgpart),
+            ">", $part_pkg->pkg, " - ", $part_pkg->comment;
+    }
+    print "</SELECT></TD></TR>";
+
+    #false laziness: (mostly) copied from edit/svc_acct.cgi
+    #$ulen = $svc_acct->dbdef_table->column('username')->length;
+    $ulen = dbdef->table('svc_acct')->column('username')->length;
+    $ulen2 = $ulen+2;
+    print <<END;
+<TR><TD ALIGN="right">Username</TD>
+<TD><INPUT TYPE="text" NAME="username" VALUE="$username" SIZE=$ulen2 MAXLENGTH=$ulen></TD></TR>
+<TR><TD ALIGN="right">Password</TD>
+<TD><INPUT TYPE="text" NAME="_password" VALUE="$password" SIZE=10 MAXLENGTH=8>
+(blank to generate)</TD></TR>
+END
+    print qq!<TR><TD ALIGN="right">POP</TD><TD><SELECT NAME="popnum" SIZE=1><OPTION> !;
+    my($svc_acct_pop);
+    foreach $svc_acct_pop ( qsearch ('svc_acct_pop',{} ) ) {
+    print qq!<OPTION VALUE="!, $svc_acct_pop->popnum, '"',
+          ( $popnum && $svc_acct_pop->popnum == $popnum ) ? ' SELECTED' : '', ">", 
+          $svc_acct_pop->popnum, ": ", 
+          $svc_acct_pop->city, ", ",
+          $svc_acct_pop->state,
+          " (", $svc_acct_pop->ac, ")/",
+          $svc_acct_pop->exch, "\n"
+        ;
+    }
+    print "</SELECT></TD></TR></TABLE>";
+  }
 }
 
-my $otaker = $cust_main->otaker;
+$otaker = $cust_main->otaker;
 print qq!<INPUT TYPE="hidden" NAME="otaker" VALUE="$otaker">!,
       qq!<BR><BR><INPUT TYPE="submit" VALUE="!,
       $custnum ?  "Apply Changes" : "Add Customer", qq!">!,