X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fsearch%2Felements%2Fcust_pay_or_refund.html;h=f925fecf296df0542be4f3f259e675fbca090f8b;hp=d5403de7860bc82ce48042d1d91bc64d26be93c5;hb=f30eaaf66cd0a947f388a03edd4522ba92a367bb;hpb=80cf2cf71008a16ceec18d90711428ba148ca7b3 diff --git a/httemplate/search/elements/cust_pay_or_refund.html b/httemplate/search/elements/cust_pay_or_refund.html index d5403de78..f925fecf2 100755 --- a/httemplate/search/elements/cust_pay_or_refund.html +++ b/httemplate/search/elements/cust_pay_or_refund.html @@ -26,6 +26,7 @@ Examples: 'html_init' => '', 'addl_header' => [], 'addl_fields' => [], + 'addl_sort_fields' => [], 'redirect_empty' => $redirect_empty, ) @@ -39,7 +40,7 @@ Examples: ) -<& search.html, +<& grouped-search.html, 'title' => $title, # XXX: translate 'name_singular' => $name_singular, 'query' => $sql_query, @@ -54,18 +55,45 @@ Examples: 'link_onclicks' => \@link_onclicks, 'color' => \@color, 'style' => \@style, + + 'group_column' => 'payby', + 'group_label' => 'payby_name', + 'amount_field' => $amount_field, + 'subtotal' => { $opt{amount_field} => "sum($amount_field)" }, + 'subtotal_row' => [ 'Subtotal', + sub { sprintf($money, $_[0]->$amount_field) }, + ], + 'total_row' => [ 'Total', + sub { sprintf("$money", $_[0]->$amount_field) }, + ], + 'show_combined' => 1, &> +<%shared> +# canonicalize the payby subtype string to an SQL-quoted list +my %cardtype_of = ( + 'VisaMC' => q['VISA card', 'MasterCard'], + 'Amex' => q['American Express card'], + 'Discover' => q['Discover card'], + 'Maestro' => q['Switch', 'Solo', 'Laser'], + 'Tokenized' => q['Tokenized'], +); + <%init> my %opt = @_; my $curuser = $FS::CurrentUser::CurrentUser; +my $conf = FS::Conf->new; +my $money = ($conf->config('money_char') || '$') . '%.2f'; + die "access denied" - unless $curuser->access_right('Financial reports'); + unless $curuser->access_right('Basic payment and refund reports'); my $table = $opt{'table'} || 'cust_'.$opt{'thing'}; +my $has_reason = dbdef->table($table)->column('reasonnum') ? 1 : 0; + my $amount_field = $opt{'amount_field'}; my $name_singular = $opt{'name_singular'}; @@ -74,29 +102,30 @@ my $title = ''; $title = 'Unapplied ' if $unapplied; $title .= "\u$name_singular Search Results"; -my $link = ''; -if ( ( $curuser->access_right('View invoices') #remove in 2.5 (2.7?) - || ($curuser->access_right('View payments') && $table =~ /^cust_pay/) - || ($curuser->access_right('View refunds') && $table eq 'cust_refund') - ) - && ! $opt{'disable_link'} - ) -{ - - my $key; - my $q = ''; - if ( $table eq 'cust_pay_void' ) { - $key = 'paynum'; - $q .= 'void=1;'; - } elsif ( $table eq /^cust_(\w+)$/ ) { - $key = $1.'num'; - } - - if ( $key ) { - $q .= "$key="; - $link = [ "${p}view/$table.html?$q", $key ] - } -} +###NOT USED??? +#my $link = ''; +#if ( ( $curuser->access_right('View invoices') #remove in 2.5 (2.7?) +# || ($curuser->access_right('View payments') && $table =~ /^cust_pay/) +# || ($curuser->access_right('View refunds') && $table eq 'cust_refund') +# ) +# && ! $opt{'disable_link'} +# ) +#{ +# +# my $key; +# my $q = ''; +# if ( $table eq 'cust_pay_void' ) { +# $key = 'paynum'; +# $q .= 'void=1;'; +# } elsif ( $table eq /^cust_(\w+)$/ ) { +# $key = $1.'num'; +# } +# +# if ( $key ) { +# $q .= "$key="; +# $link = [ "${p}view/$table.html?$q", $key ] +# } +#} my $cust_link = sub { my $cust_thing = shift; @@ -108,7 +137,7 @@ my $cust_link = sub { # only valid for $table == 'cust_pay' atm my $tax_names = ''; if ( $cgi->param('tax_names') ) { - if ( dbh->{Driver}->{Name} eq 'Pg' ) { + if ( dbh->{Driver}->{Name} =~ /^Pg/i ) { $tax_names = " array_to_string( @@ -149,12 +178,18 @@ if ( $opt{'pre_header'} ) { push @sort_fields, @{ $opt{'pre_fields'} }; } -my $sub_receipt = sub { +my $sub_receipt = $opt{'disable_link'} ? '' : sub { my $obj = shift; my $objnum = $obj->primary_key . '=' . $obj->get($obj->primary_key); + my $table = $obj->table; + my $void = ''; + if ($table eq 'cust_pay_void') { + $table = 'cust_pay'; + $void = ';void=1'; + } include('/elements/popup_link_onclick.html', - 'action' => $p.'view/cust_pay.html?link=popup;'.$objnum, + 'action' => $p.'view/'.$table.'.html?link=popup;'.$objnum.$void, 'actionlabel' => emt('Payment Receipt'), ); }; @@ -165,16 +200,24 @@ push @header, "\u$name_singular", $align .= 'rr'; push @links, '', ''; push @fields, 'payby_payinfo_pretty', - sub { sprintf('$%.2f', shift->$amount_field() ) }, + sub { sprintf($money, shift->$amount_field() ) }, ; -push @link_onclicks, $sub_receipt, '', -push @sort_fields, '', $amount_field; +push @link_onclicks, $sub_receipt, ''; +push @sort_fields, 'paysort', $amount_field; + +if ($opt{'show_card_type'}) { + push @header, emt('Card Type'); + $align .= 'r'; + push @links, ''; + push @fields, 'paycardtype'; + push @sort_fields, 'paycardtype'; +} if ( $unapplied ) { push @header, emt('Unapplied'); $align .= 'r'; push @links, ''; - push @fields, sub { sprintf('$%.2f', shift->unapplied_amount) }; + push @fields, sub { sprintf($money, shift->unapplied_amount) }; push @sort_fields, ''; } @@ -184,6 +227,14 @@ push @links, ''; push @fields, sub { time2str('%b %d %Y', shift->_date ) }; push @sort_fields, '_date'; +if ($cgi->param('show_order_number')) { + push @header, emt('Order Number'); + $align .= 'r'; + push @links, ''; + push @fields, 'order_number'; + push @sort_fields, 'order_number'; +} + unless ( $opt{'disable_by'} ) { push @header, emt('By'); $align .= 'c'; @@ -193,6 +244,7 @@ unless ( $opt{'disable_by'} ) { $o = 'customer self-service' if $o eq 'fs_selfservice'; $o; }; + push @sort_fields, ''; } if ( $tax_names ) { @@ -209,6 +261,7 @@ if ( $tax_names ) { split('\|', shift->tax_names) ); }; + push @sort_fields, '', ''; } push @header, FS::UI::Web::cust_header(); @@ -218,11 +271,14 @@ push @links, map { $_ ne 'Cust. Status' ? $cust_link : '' } my @color = ( ( map '', @fields ), FS::UI::Web::cust_colors() ); my @style = ( ( map '', @fields ), FS::UI::Web::cust_styles() ); push @fields, \&FS::UI::Web::cust_fields; +push @sort_fields, FS::UI::Web::cust_sort_fields; push @header, @{ $opt{'addl_header'} } if $opt{'addl_header'}; push @fields, @{ $opt{'addl_fields'} } if $opt{'addl_fields'}; +push @sort_fields, @{ $opt{'addl_sort_fields'} } + if $opt{'addl_sort_fields'}; my( $count_query, $sql_query, @count_addl ); if ( $cgi->param('magic') ) { @@ -230,6 +286,7 @@ if ( $cgi->param('magic') ) { my @search = (); my @select = ( "$table.*", + "( $table.payby || ' ' || coalesce($table.paymask, $table.payinfo) ) AS paysort", FS::UI::Web::cust_sql_fields(), 'cust_main.custnum AS cust_main_custnum', ); @@ -239,136 +296,48 @@ if ( $cgi->param('magic') ) { if ( $cgi->param('magic') eq '_date' ) { if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) { - push @search, "agentnum = $1"; # $search{'agentnum'} = $1; + push @search, "cust_main.agentnum = $1"; # $search{'agentnum'} = $1; my $agent = qsearchs('agent', { 'agentnum' => $1 } ); die "unknown agentnum $1" unless $agent; $title = $agent->agent. " $title"; } if ( $cgi->param('refnum') && $cgi->param('refnum') =~ /^(\d+)$/ ) { - push @search, "refnum = $1"; + push @search, "cust_main.refnum = $1"; my $part_referral = qsearchs('part_referral', { 'refnum' => $1 } ); die "unknown refnum $1" unless $part_referral; $title = $part_referral->referral. " $title"; } - if ( $cgi->param('cust_classnum') ) { - my @classnums = grep /^\d+$/, $cgi->param('cust_classnum'); - push @search, 'cust_main.classnum IN('.join(',',@classnums).')' - if @classnums; - } + # cust_classnum - standard matching + push @search, $m->comp('match-classnum', + param => 'cust_classnum', field => 'cust_main.classnum' + ); if ( $cgi->param('custnum') =~ /^(\d+)$/ ) { - push @search, "custnum = $1"; + push @search, "$table.custnum = $1"; } if ( $cgi->param('payby') ) { my @all_payby_search = (); - foreach my $payby ( $cgi->param('payby') ) { - - $payby =~ - /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/ - or die "illegal payby $payby"; - - my $payby_search = "$table.payby = '$1'"; - - if ( $3 ) { - - my $cardtype = $3; - - my $search; - if ( $cardtype eq 'VisaMC' ) { - #avoid posix regexes for portability - $search = - " ( ( substring($table.payinfo from 1 for 1) = '4' ". - " AND substring($table.payinfo from 1 for 4) != '4936' ". - " AND substring($table.payinfo from 1 for 6) ". - " NOT SIMILAR TO '49030[2-9]' ". - " AND substring($table.payinfo from 1 for 6) ". - " NOT SIMILAR TO '49033[5-9]' ". - " AND substring($table.payinfo from 1 for 6) ". - " NOT SIMILAR TO '49110[1-2]' ". - " AND substring($table.payinfo from 1 for 6) ". - " NOT SIMILAR TO '49117[4-9]' ". - " AND substring($table.payinfo from 1 for 6) ". - " NOT SIMILAR TO '49118[1-2]' ". - " )". - " OR substring($table.payinfo from 1 for 2) = '51' ". - " OR substring($table.payinfo from 1 for 2) = '52' ". - " OR substring($table.payinfo from 1 for 2) = '53' ". - " OR substring($table.payinfo from 1 for 2) = '54' ". - " OR substring($table.payinfo from 1 for 2) = '54' ". - " OR substring($table.payinfo from 1 for 2) = '55' ". -# " OR substring($table.payinfo from 1 for 2) = '36' ". #Diner's int'l was processed as Visa/MC inside US, now Discover - " ) "; - } elsif ( $cardtype eq 'Amex' ) { - $search = - " ( substring($table.payinfo from 1 for 2 ) = '34' ". - " OR substring($table.payinfo from 1 for 2 ) = '37' ". - " ) "; - } elsif ( $cardtype eq 'Discover' ) { - - my $conf = new FS::Conf; - my $country = $conf->config('countrydefault') || 'US'; - - $search = - " ( substring($table.payinfo from 1 for 4 ) = '6011' ". - " OR substring($table.payinfo from 1 for 2 ) = '65' ". - " OR substring($table.payinfo from 1 for 3 ) = '300' ". - " OR substring($table.payinfo from 1 for 3 ) = '301' ". - " OR substring($table.payinfo from 1 for 3 ) = '302' ". - " OR substring($table.payinfo from 1 for 3 ) = '303' ". - " OR substring($table.payinfo from 1 for 3 ) = '304' ". - " OR substring($table.payinfo from 1 for 3 ) = '305' ". - " OR substring($table.payinfo from 1 for 4 ) = '3095' ". - " OR substring($table.payinfo from 1 for 2 ) = '36' ". - " OR substring($table.payinfo from 1 for 2 ) = '38' ". - " OR substring($table.payinfo from 1 for 2 ) = '39' ". - " OR substring($table.payinfo from 1 for 3 ) = '644' ". - " OR substring($table.payinfo from 1 for 3 ) = '645' ". - " OR substring($table.payinfo from 1 for 3 ) = '646' ". - " OR substring($table.payinfo from 1 for 3 ) = '647' ". - " OR substring($table.payinfo from 1 for 3 ) = '648' ". - " OR substring($table.payinfo from 1 for 3 ) = '649' ". - ( $country =~ /^(US|CA)$/ - ?" OR substring($table.payinfo from 1 for 4 ) = '3528' ". # JCB cards in the 3528-3589 range identified as Discover inside US/CA - " OR substring($table.payinfo from 1 for 4 ) = '3529' ". - " OR substring($table.payinfo from 1 for 3 ) = '353' ". - " OR substring($table.payinfo from 1 for 3 ) = '354' ". - " OR substring($table.payinfo from 1 for 3 ) = '355' ". - " OR substring($table.payinfo from 1 for 3 ) = '356' ". - " OR substring($table.payinfo from 1 for 3 ) = '357' ". - " OR substring($table.payinfo from 1 for 3 ) = '358' " - :"" - ). - " OR substring($table.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN - " ) "; - } elsif ( $cardtype eq 'Maestro' ) { - $search = - " ( substring($table.payinfo from 1 for 2 ) = '63' ". - " OR substring($table.payinfo from 1 for 2 ) = '67' ". - " OR substring($table.payinfo from 1 for 6 ) = '564182' ". - " OR substring($table.payinfo from 1 for 4 ) = '4936' ". - " OR substring($table.payinfo from 1 for 6 ) ". - " SIMILAR TO '49030[2-9]' ". - " OR substring($table.payinfo from 1 for 6 ) ". - " SIMILAR TO '49033[5-9]' ". - " OR substring($table.payinfo from 1 for 6 ) ". - " SIMILAR TO '49110[1-2]' ". - " OR substring($table.payinfo from 1 for 6 ) ". - " SIMILAR TO '49117[4-9]' ". - " OR substring($table.payinfo from 1 for 6 ) ". - " SIMILAR TO '49118[1-2]' ". - " ) "; - } else { - die "unknown card type $cardtype"; - } - - my $masksearch = $search; - $masksearch =~ s/$table\.payinfo/$table.paymask/gi; - - $payby_search = "( $payby_search AND ( $search OR ( $table.paymask IS NOT NULL AND $masksearch ) ) )"; + foreach my $payby_string ( $cgi->param('payby') ) { + + my $payby_search; + + my ($payby, $subtype) = split('-', $payby_string); + # make sure it exists and is a transaction type + if ( FS::payby->payment_payby2longname($payby) ) { + $payby_search = "$table.payby = " . dbh->quote($payby); + } else { + die "illegal payby $payby_string"; + } + + if ( $subtype ) { + + my $in_cardtype = $cardtype_of{$subtype} + or die "unknown card type $subtype"; + $payby_search .= " AND $table.paycardtype IN($in_cardtype)"; } @@ -380,10 +349,18 @@ if ( $cgi->param('magic') ) { } + if ( $cgi->param('paymask') ) { + $cgi->param('paymask') =~ /^\s*(\d+)\s*$/ + or die "illegal paymask ". $cgi->param('paymask'); + my $regexp = regexp_sql(); + push @search, "$table.paymask $regexp '$1\$'"; + } + if ( $cgi->param('payinfo') ) { $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo ". $cgi->param('payinfo'); - push @search, "$table.payinfo = '$1'"; + my $regexp = regexp_sql(); + push @search, "$table.payinfo $regexp '^0*$1\$'"; } if ( $cgi->param('ccpay') =~ /^([\w-:]+)$/ ) { @@ -392,6 +369,7 @@ if ( $cgi->param('magic') ) { push @search, "($table.auth LIKE '$1%') OR ($table.order_number LIKE '$1%')"; push @fields, 'auth', 'order_number'; push @header, 'Auth #', 'Transaction #'; + push @sort_fields, '', ''; $align .= 'rr'; } @@ -402,22 +380,22 @@ if ( $cgi->param('magic') ) { #for cust_pay_pending... statusNOT=done if ( $cgi->param('statusNOT') =~ /^(\w+)$/ ) { - push @search, "status != '$1'"; + push @search, "$table.status != '$1'"; } my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); -warn $beginning; - push @search, "_date >= $beginning ", - "_date <= $ending"; + + push @search, "$table._date >= $beginning ", + "$table._date <= $ending"; if ( $table eq 'cust_pay_void' ) { my($v_beginning, $v_ending) = FS::UI::Web::parse_beginning_ending($cgi, 'void'); - push @search, "void_date >= $v_beginning ", - "void_date <= $v_ending"; + push @search, "$table.void_date >= $v_beginning ", + "$table.void_date <= $v_ending"; } - push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field ); + push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field, $table); $orderby = '_date'; @@ -426,8 +404,6 @@ warn $beginning; $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/ or die "illegal paybatch: ". $cgi->param('paybatch'); - push @search, "paybatch = '$1'"; - $orderby = "LOWER(company || ' ' || last || ' ' || first )"; } elsif ( $cgi->param('magic') eq 'batchnum' ) { @@ -443,6 +419,10 @@ warn $beginning; die "unknown search magic: ". $cgi->param('magic'); } + if ( $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/ ) { + push @search, "paybatch = '$1'"; + } + #unapplied payment/refund if ( $unapplied ) { push @select, '(' . "FS::$table"->unapplied_sql . ') AS unapplied_amount'; @@ -468,11 +448,36 @@ warn $beginning; #here is the agent virtualization push @search, $curuser->agentnums_sql; - my $addl_from = FS::UI::Web::join_cust_main('cust_pay'); + my $addl_from = FS::UI::Web::join_cust_main($table); my $group_by = ''; + # reasons, for refunds and voided payments + if ( $has_reason ) { + push @select, "reason.reason"; + $addl_from .= " LEFT JOIN reason USING (reasonnum)\n"; + push @fields, 'reason'; + push @sort_fields, 'reason.reason'; + push @header, emt('Reason'); + if ( $cgi->param('reasonnum') =~ /^(\d+)$/ ) { + push @search, "COALESCE(reasonnum, 0) = $1"; + } + } + + #check for customer tags + my @tags; + foreach my $p ($cgi->param) { + if ($p =~ /^tagnum(\d+)/ && $1) { + $addl_from .= " LEFT JOIN cust_tag ON (cust_tag.custnum = cust_pay.custnum)" unless @tags; + push @tags, $1; + } + } + if (@tags) { + my $tags = join(',',@tags); + push @search, "cust_tag.tagnum in ($tags)"; + } + if ( $cgi->param('tax_names') ) { - if ( dbh->{Driver}->{Name} eq 'Pg' ) { + if ( dbh->{Driver}->{Name} =~ /^Pg/i ) { 0;#twiddle thumbs @@ -494,9 +499,116 @@ warn $beginning; } } + #customer location... total false laziness w/cust_main/Search.pm + + my $current = ''; + unless ( $cgi->param('location_history') ) { + $current = ' + AND ( cust_location.locationnum IN ( cust_main.bill_locationnum, + cust_main.ship_locationnum + ) + OR cust_location.locationnum IN ( + SELECT locationnum FROM cust_pkg + WHERE cust_pkg.custnum = cust_main.custnum + AND locationnum IS NOT NULL + AND '. FS::cust_pkg->ncancelled_recurring_sql.' + ) + )'; + } + + + ## + # address + ## + if ( $cgi->param('address') ) { + my @values = $cgi->param('address'); + my @orwhere; + foreach (grep /\S/, @values) { + my $address = dbh->quote('%'. lc($_). '%'); + push @orwhere, + "LOWER(cust_location.address1) LIKE $address", + "LOWER(cust_location.address2) LIKE $address"; + } + if (@orwhere) { + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND (".join(' OR ',@orwhere).") + $current + )"; + } + } + + ## + # city + ## + if ( $cgi->param('city') =~ /\S/ ) { + my $city = dbh->quote($cgi->param('city')); + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND cust_location.city = $city + $current + )"; + } + + ## + # county + ## + if ( $cgi->param('county') =~ /\S/ ) { + my $county = dbh->quote($cgi->param('county')); + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND cust_location.county = $county + $current + )"; + } + + ## + # state + ## + if ( $cgi->param('state') =~ /\S/ ) { + my $state = dbh->quote($cgi->param('state')); + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND cust_location.state = $state + $current + )"; + } + + ## + # zipcode + ## + if ( $cgi->param('zip') =~ /\S/ ) { + my $zip = dbh->quote($cgi->param('zip') . '%'); + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND cust_location.zip LIKE $zip + $current + )"; + } + + ## + # country + ## + if ( $cgi->param('country') =~ /^(\w\w)$/ ) { + my $country = uc($1); + push @search, "EXISTS( + SELECT 1 FROM cust_location + WHERE cust_location.custnum = cust_main.custnum + AND cust_location.country = '$country' + $current + )"; + } + + #end of false laziness w/cust_main/Search.pm + my $search = ' WHERE '. join(' AND ', @search); - $count_query = "SELECT COUNT(*), SUM($amount_field) "; + $count_query = "SELECT COUNT(*), SUM($table.$amount_field) "; $count_query .= ', SUM(' . "FS::$table"->unapplied_sql . ') ' if $unapplied; $count_query .= "FROM $table $addl_from". @@ -517,6 +629,7 @@ warn $beginning; } else { #hmm... is this still used? + warn "undefined search magic"; $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo"; my $payinfo = $1; @@ -524,7 +637,7 @@ warn $beginning; $cgi->param('payby') =~ /^(\w+)$/ or die "illegal payby"; my $payby = $1; - $count_query = "SELECT COUNT(*), SUM($amount_field) FROM $table". + $count_query = "SELECT COUNT(*), SUM($table.$amount_field) FROM $table". " WHERE payinfo = '$payinfo' AND payby = '$payby'". " AND ". $curuser->agentnums_sql; @count_addl = ( '$%.2f total '.$opt{name_verb} );