- Freeside Main Menu -

X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=6e846118f357191aa9ac298cd9670ea9245cc4df;hp=a898d91340ec8df48de30e0b5711dbb25e4acdb7;hb=HEAD;hpb=e283ab567e6890727e4d8e35c1d8097398678753 diff --git a/httemplate/index.html b/httemplate/index.html index a898d9134..6e846118f 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,221 +1,72 @@ - - - - Freeside Main Menu - - - - - -

- freeside main menu -

- version %%%VERSION%%% -
Freeside home page -
Documentation -

+<%init>my $debug = $cgi->param('debug'); +% warn time.": header.html\n" if $debug; +% +<& /elements/header.html, mt('Billing Main') &> + +% warn time.": dashboard-install_welcome.html\n" if $debug; +% +<& /elements/dashboard-install_welcome.html &> + +% warn time.": dashboard-toplist.html\n" if $debug; +% +<& /elements/dashboard-toplist.html &> + +% my $curuser = $FS::CurrentUser::CurrentUser; +% my $numcust = $curuser->option('dashboard_customers'); +% $numcust ||= 10 unless $numcust =~ /^\s*0+\s*$/; +% if ( $numcust ) { +% +% warn time.": fetching recently changed customers\n" if $debug; +% +% my $sth = dbh->prepare( +% #"SELECT DISTINCT custnum FROM h_cust_main JOIN cust_main USING ( custnum ) +% "SELECT custnum FROM h_cust_main JOIN cust_main USING ( custnum ) +% WHERE ( history_action = 'insert' OR history_action = 'replace_new' ) +% AND ( history_usernum = ? OR history_user = ? ) +% AND ". $curuser->agentnums_sql( table=>'cust_main' ). +% " ORDER BY history_date desc LIMIT 1000" # LIMIT 10 +% ) or die dbh->errstr; +% +% +% $sth->execute( $curuser->usernum, $curuser->username ) or die $sth->errstr; +% +% my %saw = (); +% my @custnums = grep { !$saw{$_}++ } map $_->[0], @{ $sth->fetchall_arrayref }; +% +% @custnums = splice(@custnums, 0, $numcust); +% +% if ( @custnums ) { +% warn time.": displaying recently changed customers\n" if $debug; + + <& /elements/table-grid.html &> + +% my $bgcolor1 = '#eeeeee'; +% my $bgcolor2 = '#ffffff'; +% my $bgcolor = $bgcolor2; + + + <% mt('Customers I recently added or modified') |h %> + + +% foreach my $custnum ( @custnums ) { +% my $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } ); +% next unless $cust_main; + + + <% $cust_main->display_custnum %>: <% $cust_main->name |h %> + + +% if ( $bgcolor eq $bgcolor1 ) { +% $bgcolor = $bgcolor2; +% } else { +% $bgcolor = $bgcolor1; +% } +% +% } -
-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - - - -

Sales / Customer service
- New Customer - - Customer # or all customers by customer number - Last name or all customers by last name - Company or all customers by company - - Phone # - Username or all accounts by username or uid - Domain or all domains - - -

- - - -

- - -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - - - -

Bookkeeping / Collections
- Quick payment entry - - Credit card # - Invoice # - Check # - View pending credit card batch Packages (by next bill date range) - Invoice reports - - Invoice event errors (failed credit cards) - open invoices (by invoice number) (by date) (by customer number) - 30 day open invoices (by invoice number) (by date) (by customer number) - 60 day open invoices (by invoice number) (by date) (by customer number) - 90 day open invoices (by invoice number) (by date) (by customer number) - 120 day open invoices (by invoice number) (by date) (by customer number) - all invoices (by invoice number) (by date) (by customer number) - - Payment report (by type and/or date range) - Financial reports - - current receivables - tax reports - credit card receipts - credit memos - - - Administration - - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - - View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. - View/Edit invoice events - Actions for overdue invoices - - -

Bookkeeping / Collections

-
Quick payment entry -
-
- - -
View pending credit card batch

Packages (by next bill date range) -

Invoice reports -

Invoice event errors (failed credit cards) -
open invoices (by invoice number) (by date) (by customer number) -
30 day open invoices (by invoice number) (by date) (by customer number) -
60 day open invoices (by invoice number) (by date) (by customer number) -
90 day open invoices (by invoice number) (by date) (by customer number) -
120 day open invoices (by invoice number) (by date) (by customer number) -
all invoices (by invoice number) (by date) (by customer number) -

- Payment report (by type and/or date range) -

Financial reports -

- Administration -

View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - -
View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. -
View/Edit invoice events - Actions for overdue invoices -

-
-

- - - -

- - - -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - - - -

Reports

Reports
- - Auditing pre-Freeside services with no customer record - - unlinked accounts (by service number) (by username) (by uid) - - unlinked domains (by service number) (by domain) - - Packages - - all packages (by package number) - suspended packages (by package number) - packages with unconfigured services (by package number) - packages (by next bill date range) - - Package definitions (by number of active packages) - Invoices - - Invoice event errors (failed credit cards) - open invoices (by invoice number) (by date) (by customer number) - 30 day open invoices (by invoice number) (by date) (by customer number) - 60 day open invoices (by invoice number) (by date) (by customer number) - 90 day open invoices (by invoice number) (by date) (by customer number) - 120 day open invoices (by invoice number) (by date) (by customer number) - all invoices (by invoice number) (by date) (by customer number) - - Payment Report (by type and/or date range) - Financial reports - - current receivables - tax reports - credit card receipts - credit memos - - Customers - - Search customers by order-taker - - SQL query: `SELECT` - - -

-
- Auditing pre-Freeside services with no customer record -

unlinked accounts (by service number) (by username) (by uid) - -
unlinked domains (by service number) (by domain) -

- Packages -

- Package definitions (by number of active packages) -

Invoices -

Invoice event errors (failed credit cards) -
open invoices (by invoice number) (by date) (by customer number) -
30 day open invoices (by invoice number) (by date) (by customer number) -
60 day open invoices (by invoice number) (by date) (by customer number) -
90 day open invoices (by invoice number) (by date) (by customer number) -
120 day open invoices (by invoice number) (by date) (by customer number) -
all invoices (by invoice number) (by date) (by customer number) -

- Payment Report (by type and/or date range) -

Financial reports -

- Customers -

Search customers by order-taker -

- - -
-

- - - -

+ +% } +% } -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - - - -

Sysadmin
- - View active NAS ports - View pending job queue - Batch import customers from CSV file - Batch import charges from CSV file - - Configuration - Administration - - View/Edit exports - - Provisioning services to external machines, databases and APIs. - View/Edit service definitions - - Services are items you offer to your customers. - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - View/Edit agent types - - Agent types define groups of package definitions that you can - then assign to particular agents. - View/Edit agents - - Agents are resellers of your service. Agents may be limited - to a subset of your full offerings (via their type). - View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. - View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. - View/Edit Access Numbers - - Points of Presence - View/Edit invoice events - Actions for overdue invoices - View/Edit message catalog - Change error messages and other customizable labels. - View/Edit virtual fields - - Locally defined fields - View/Edit routers - - Broadband access routers - View/Edit address blocks - - Manage address blocks and block assignments to broadband routers. - - -

Sysadmin

-
- View active NAS ports -
View pending job queue -
Batch import customers from CSV file -
Batch import charges from CSV file -

- Configuration -

Administration -

View/Edit exports - - Provisioning services to external machines, databases and APIs. -
View/Edit service definitions - - Services are items you offer to your customers. -
View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. -
View/Edit agent types - - Agent types define groups of package definitions that you can - then assign to particular agents. -
View/Edit agents - - Agents are resellers of your service. Agents may be limited - to a subset of your full offerings (via their type). -
View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. -
View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. -
View/Edit Access Numbers - - Points of Presence -
View/Edit invoice events - Actions for overdue invoices -
View/Edit message catalog - Change error messages and other customizable labels. -
View/Edit virtual fields - - Locally defined fields -
View/Edit routers - - Broadband access routers -
View/Edit address blocks - - Manage address blocks and block assignments to broadband routers. -

-
-

-

-

-

-

-

-

-

-

- - +<& /elements/footer.html &>