Fix receivables report ACL checks and menu
[freeside.git] / httemplate / search / report_receivables.cgi
index 061febc..63adba0 100755 (executable)
-<%
-
-  sub owed {
-    my($start, $end, %opt) = @_;
-
-    my @where = ();
-
-    #handle start and end ranges
-
-    #24h * 60m * 60s
-    push @where, "cust_bill._date <= extract(epoch from now())-".
-                 ($start * 86400)
-      if $start;
-  
-    push @where, "cust_bill._date > extract(epoch from now()) - ".
-                 ($end * 86400)
-      if $end;
-
-    #handle 'cust' option
-  
-    push @where, "cust_main.custnum = cust_bill.custnum"
-      if $opt{'cust'};
-
-    #handle 'agentnum' option
-    my $join = '';
-    if ( $opt{'agentnum'} ) {
-      $join = 'LEFT JOIN cust_main USING ( custnum )';
-      push @where, "agentnum = '$opt{'agentnum'}'";
-    }
-
-    my $where = scalar(@where) ? 'WHERE '.join(' AND ', @where) : '';
-  
-    my $as = $opt{'noas'} ? '' : "as owed_${start}_$end";
-
-    my $charged = <<END;
-  sum( charged
-       - coalesce(
-           ( select sum(amount) from cust_bill_pay
-             where cust_bill.invnum = cust_bill_pay.invnum )
-           ,0
-         )
-       - coalesce(
-           ( select sum(amount) from cust_credit_bill
-             where cust_bill.invnum = cust_credit_bill.invnum )
-           ,0
-         )
-
-     )
-END
-
-    "coalesce( ( select $charged from cust_bill $join $where ) ,0 ) $as";
-  
-  }
-
-  my @ranges = (
-    [  0, 30 ],
-    [ 30, 60 ],
-    [ 60, 90 ],
-    [ 90,  0 ],
-    [  0,  0 ],
-  );
-
-  my $owed_cols = join(',', map owed( @$_, 'cust'=>1 ), @ranges );
-
-  my $select_count_pkgs = FS::cust_main->select_count_pkgs_sql;
-
-  my $active_sql    = FS::cust_pkg->active_sql;
-  my $inactive_sql  = FS::cust_pkg->inactive_sql;
-  my $suspended_sql = FS::cust_pkg->inactive_sql;
-  my $cancelled_sql = FS::cust_pkg->inactive_sql;
-
-  my $packages_cols = <<END;
-       ( $select_count_pkgs                    ) AS num_pkgs,
-       ( $select_count_pkgs AND $active_sql    ) AS active_pkgs,
-       ( $select_count_pkgs AND $inactive_sql  ) AS inactive_pkgs,
-       ( $select_count_pkgs AND $suspended_sql ) AS suspended_pkgs,
-       ( $select_count_pkgs AND $cancelled_sql ) AS cancelled_pkgs
-END
-
-  my $where = "where ". owed(0, 0, 'cust'=>1, 'noas'=>1). " > 0";
-
-  my $agentnum = '';
-  if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
-    $agentnum = $1;
-    $where .= " AND agentnum = '$agentnum' ";
-  }
-
-  #here is the agent virtualization
-  $where .= ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
-
-  my $count_sql = "select count(*) from cust_main $where";
-
-  my $sql_query = {
-    'table'     => 'cust_main',
-    'hashref'   => {},
-    'select'    => "*, $owed_cols, $packages_cols",
-    'extra_sql' => "$where order by coalesce(lower(company), ''), lower(last)",
-  };
-
-  my $total_sql = "select ".
-                    join(',', map owed( @$_, 'agentnum'=>$agentnum ), @ranges );
-
-  my $total_sth = dbh->prepare($total_sql) or die dbh->errstr;
-  $total_sth->execute or die "error executing $total_sql: ". $total_sth->errstr;
-  my $row = $total_sth->fetchrow_hashref();
-
-  my $conf = new FS::Conf;
-  my $money_char = $conf->config('money_char') || '$';
-
-  my $align = join('', map { /#/ ? 'r' : 'l' } FS::UI::Web::cust_header() ).
-             'crrrrr';
-
-  my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
-
-  my $status_statuscol = sub {
-    #conceptual false laziness with cust_main::status...
-    my $row = shift;
-
-    my $status = 'unknown';
-    if ( $row->num_pkgs == 0 ) {
-      $status = 'prospect';
-    } elsif ( $row->active_pkgs    > 0 ) {
-      $status = 'active';
-    } elsif ( $row->inactive_pkgs  > 0 ) {
-      $status = 'inactive';
-    } elsif ( $row->suspended_pkgs > 0 ) {
-      $status = 'suspended';
-    } elsif ( $row->cancelled_pkgs > 0 ) {
-      $status = 'cancelled'
-    }
-
-    ( ucfirst($status), $FS::cust_main::statuscolor{$status} );
-  };
-
-
-%><%= include( 'elements/search.html',
+<% include( 'elements/search.html',
                  'title'       => 'Accounts Receivable Aging Summary',
                  'name'        => 'customers',
                  'query'       => $sql_query,
                  'count_query' => $count_sql,
                  'header'      => [
                                     FS::UI::Web::cust_header(),
-                                    'Status', # (me)',
-                                    #'Status', # (cust_main)',
                                     '0-30',
                                     '30-60',
                                     '60-90',
@@ -155,38 +18,29 @@ END
                                             scalar(FS::UI::Web::cust_header()-1)
                                           )
                                     ),
-                                    '',
-                                    #'',
                                     sprintf( $money_char.'%.2f',
-                                             $row->{'owed_0_30'} ),
+                                             $row->{'balance_0_30'} ),
                                     sprintf( $money_char.'%.2f',
-                                             $row->{'owed_30_60'} ),
+                                             $row->{'balance_30_60'} ),
                                     sprintf( $money_char.'%.2f',
-                                             $row->{'owed_60_90'} ),
+                                             $row->{'balance_60_90'} ),
                                     sprintf( $money_char.'%.2f',
-                                             $row->{'owed_90_0'} ),
+                                             $row->{'balance_90_0'} ),
                                     sprintf( '<b>'. $money_char.'%.2f'. '</b>',
-                                             $row->{'owed_0_0'} ),
+                                             $row->{'balance_0_0'} ),
                                   ],
                  'fields'      => [
                                     \&FS::UI::Web::cust_fields,
-                                    sub { (shift->status_statuscol)[0] },
-                                    #sub { ucfirst(shift->status) },
-                                    sub { sprintf( $money_char.'%.2f',
-                                                   shift->get('owed_0_30') ) },
-                                    sub { sprintf( $money_char.'%.2f',
-                                                   shift->get('owed_30_60') ) },
-                                    sub { sprintf( $money_char.'%.2f',
-                                                   shift->get('owed_60_90') ) },
-                                    sub { sprintf( $money_char.'%.2f',
-                                                   shift->get('owed_90_0') ) },
-                                    sub { sprintf( $money_char.'%.2f',
-                                                   shift->get('owed_0_0') ) },
+                                    format_balance('0_30'),
+                                    format_balance('30_60'),
+                                    format_balance('60_90'),
+                                    format_balance('90_0'),
+                                    format_balance('0_0'),
                                   ],
                  'links'       => [
-                                    ( map $clink, FS::UI::Web::cust_header() ),
-                                    '',
-                                    #'',
+                                    ( map { $_ ne 'Cust. Status' ? $clink : '' }
+                                          FS::UI::Web::cust_header()
+                                    ),
                                     '',
                                     '',
                                     '',
@@ -194,17 +48,17 @@ END
                                     '',
                                   ],
                  #'align'       => 'rlccrrrrr',
-                 'align'       => $align,
+                 'align'       => FS::UI::Web::cust_aligns(). 'rrrrr',
                  #'size'        => [ '', '', '-1', '-1', '', '', '', '',  '', ],
                  #'style'       => [ '', '',  'b',  'b', '', '', '', '', 'b', ],
                  'size'        => [ ( map '', FS::UI::Web::cust_header() ),
-                                    '-1', '', '', '', '',  '', ],
-                 'style'       => [ ( map '', FS::UI::Web::cust_header() ),
-                                    'b', '', '', '', '', 'b', ],
+                                    #'-1', '', '', '', '',  '', ],
+                                    '', '', '', '',  '', ],
+                 'style'       => [ FS::UI::Web::cust_styles(),
+                                    #'b', '', '', '', '', 'b', ],
+                                    '', '', '', '', 'b', ],
                  'color'       => [
-                                    ( map '', FS::UI::Web::cust_header() ),
-                                    sub { (shift->status_statuscol)[1] },
-                                    #sub { shift->statuscolor; },
+                                    FS::UI::Web::cust_colors(),
                                     '',
                                     '',
                                     '',
@@ -214,3 +68,140 @@ END
 
              )
 %>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Receivables report')
+      or $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my @ranges = (
+  [  0, 30 ],
+  [ 30, 60 ],
+  [ 60, 90 ],
+  [ 90,  0 ],
+  [  0,  0 ],
+);
+
+my $owed_cols = join(',', map balance( @$_ ), @ranges );
+
+my $select_count_pkgs = FS::cust_main->select_count_pkgs_sql;
+
+my $active_sql    = FS::cust_pkg->active_sql;
+my $inactive_sql  = FS::cust_pkg->inactive_sql;
+my $suspended_sql = FS::cust_pkg->suspended_sql;
+my $cancelled_sql = FS::cust_pkg->cancelled_sql;
+
+my $packages_cols = <<END;
+     ( $select_count_pkgs                    ) AS num_pkgs_sql,
+     ( $select_count_pkgs AND $active_sql    ) AS active_pkgs,
+     ( $select_count_pkgs AND $inactive_sql  ) AS inactive_pkgs,
+     ( $select_count_pkgs AND $suspended_sql ) AS suspended_pkgs,
+     ( $select_count_pkgs AND $cancelled_sql ) AS cancelled_pkgs
+END
+
+my @where = ();
+
+unless ( $cgi->param('all_customers') ) {
+
+  my $days = 0;
+  if ( $cgi->param('days') =~ /^\s*(\d+)\s*$/ ) {
+    $days = $1;
+  }
+
+  push @where, balance($days, 0, 'no_as'=>1). ' > 0'; # != 0';
+
+}
+
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+  my $agentnum = $1;
+  push @where, "agentnum = $agentnum";
+}
+
+#status (false laziness w/cust_main::search_sql
+
+#prospect active inactive suspended cancelled
+if ( grep { $cgi->param('status') eq $_ } FS::cust_main->statuses() ) {
+  my $method = $cgi->param('status'). '_sql';
+  #push @where, $class->$method();
+  push @where, FS::cust_main->$method();
+}
+
+#here is the agent virtualization
+push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+my $where = join(' AND ', @where);
+$where = "WHERE $where" if $where;
+
+my $count_sql = "select count(*) from cust_main $where";
+
+my $sql_query = {
+  'table'     => 'cust_main',
+  'hashref'   => {},
+  'select'    => join(',',
+                   #'cust_main.*',
+                   'custnum',
+                   $owed_cols,
+                   $packages_cols,
+                   FS::UI::Web::cust_sql_fields(),
+                 ),
+  'extra_sql' => $where,
+  'order_by'  => "order by coalesce(lower(company), ''), lower(last)",
+};
+
+my $total_sql = "SELECT ". join(',', map balance( @$_, 'sum'=>1 ), @ranges).
+                " FROM cust_main $where";
+
+my $total_sth = dbh->prepare($total_sql) or die dbh->errstr;
+$total_sth->execute or die "error executing $total_sql: ". $total_sth->errstr;
+my $row = $total_sth->fetchrow_hashref();
+
+my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
+
+</%init>
+<%once>
+
+my $conf = new FS::Conf;
+
+my $money_char = $conf->config('money_char') || '$';
+
+#Example:
+#
+# my $balance = balance(
+#   $start, $end, 
+#   'no_as'  => 1, #set to true when using in a WHERE clause (supress AS clause)
+#                 #or 0 / omit when using in a SELECT clause as a column
+#                 #  ("AS balance_$start_$end")
+#   'sum'    => 1, #set to true to get a SUM() of the values, for totals
+#
+#   #obsolete? options for totals (passed to cust_main::balance_date_sql)
+#   'total'  => 1, #set to true to remove all customer comparison clauses
+#   'join'   => $join,   #JOIN clause
+#   'where'  => \@where, #WHERE clause hashref (elements "AND"ed together)
+# )
+
+sub balance {
+  my($start, $end, %opt) = @_;
+
+  my $as = $opt{'no_as'} ? '' : " AS balance_${start}_$end";
+
+  #handle start and end ranges (86400 = 24h * 60m * 60s)
+  my $str2time = str2time_sql;
+  my $closing = str2time_sql_closing;
+  $start = $start ? "( $str2time now() $closing - ".($start * 86400). ' )' : '';
+  $end   = $end   ? "( $str2time now() $closing - ".($end   * 86400). ' )' : '';
+
+  $opt{'unapplied_date'} = 1;
+
+  ( $opt{sum} ? 'SUM( ' : '' ). 
+  FS::cust_main->balance_date_sql( $start, $end, %opt ).
+  ( $opt{sum} ? ' )' : '' ). 
+  $as;
+
+}
+
+sub format_balance { #closures help alot
+  my $range = shift;
+  sub { sprintf( $money_char.'%.2f', shift->get("balance_$range") ) };
+}
+
+</%once>