X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main.cgi;h=ca8bf5442e87cf098368db9133733d05d383ed93;hp=25260fa3c2eaf16ed759a62751ae5bbade56a911;hb=ad7f49821d40ffd099a45acc32ba91e0e211aede;hpb=b97ccb2b958567490841cfc93d2c4a401d98cdb0 diff --git a/httemplate/view/cust_main.cgi b/httemplate/view/cust_main.cgi index 25260fa3c..ca8bf5442 100755 --- a/httemplate/view/cust_main.cgi +++ b/httemplate/view/cust_main.cgi @@ -1,665 +1,262 @@ - -<% +<% include('/elements/header.html', { + 'title' => "Customer: ". $cust_main->name, + 'nobr' => 1, + }) +%> +
+ +<% include('/elements/menubar.html', + { 'newstyle' => 1, + 'selected' => $viewname{$view}, + 'url_base' => $cgi->url. "?custnum=$custnum;show=", + }, + %views, + ) +%> +
-my $conf = new FS::Conf; +<% include('/elements/init_overlib.html') %> -#false laziness with view/cust_pkg.cgi, but i'm trying to make that go away so -my %uiview = (); -my %uiadd = (); -foreach my $part_svc ( qsearch('part_svc',{}) ) { - $uiview{$part_svc->svcpart} = popurl(2). "view/". $part_svc->svcdb . ".cgi"; - $uiadd{$part_svc->svcpart}= popurl(2). "edit/". $part_svc->svcdb . ".cgi"; + -print header("Customer View", menubar( - 'Main Menu' => popurl(2) -)); +% if ( $view eq 'basics' || $view eq 'jumbo' ) { + +% if ( $curuser->access_right('Edit customer') ) { + Edit this customer | +% } + +% if ( $curuser->access_right('Cancel customer') +% && $cust_main->ncancelled_pkgs +% ) { + + <% include( '/elements/popup_link-cust_main.html', + { 'action' => $p. 'misc/cancel_cust.html', + 'label' => 'Cancel this customer', + 'actionlabel' => 'Confirm Cancellation', + 'color' => '#ff0000', + 'cust_main' => $cust_main, + 'width' => 616, #make room for reasons + } + ) + %> | + +% } + +% if ( $conf->exists('deletecustomers') +% && $curuser->access_right('Delete customer') +% ) { + Delete this customer | +% } + +% unless ( $conf->exists('disable_customer_referrals') ) { + Refer a new customer | + View this customer's referrals +% } + +

+ +% if ( $curuser->access_right('Billing event reports') +% || $curuser->access_right('View customer billing events') +% ) { + + View billing events for this customer +

+ +% } + +%my $signupurl = $conf->config('signupurl'); +%if ( $signupurl ) { + This customer's signup URL: <% $signupurl %>?ref=<% $custnum %>

+% } + + + + + + + + +
+ <% include('cust_main/contacts.html', $cust_main ) %> + + <% include('cust_main/misc.html', $cust_main ) %> +% if ( $conf->config('payby-default') ne 'HIDE' ) { + +
+ <% include('cust_main/billing.html', $cust_main ) %> +% } + +
+ +% } + +% if ( $view eq 'notes' || $view eq 'jumbo' ) { + +%if ( $cust_main->comments =~ /[^\s\n\r]/ ) { +
+Comments +<% ntable("#cccccc") %><% ntable("#cccccc",2) %> + + + 
<% encode_entities($cust_main->comments) %>
+ + + +

+% } + +% my $notecount = scalar($cust_main->notes()); +% if ( ! $conf->exists('cust_main-disable_notes') || $notecount) { + +% unless ( $view eq 'notes' && $cust_main->comments !~ /[^\s\n\r]/ ) { +
+ Notes
+% } + +% if ( $curuser->access_right('Add customer note') && +% ! $conf->exists('cust_main-disable_notes') +% ) { + + <% include( '/elements/popup_link-cust_main.html', + 'label' => 'Add customer note', + 'action' => $p. 'edit/cust_main_note.cgi', + 'actionlabel' => 'Enter customer note', + 'cust_main' => $cust_main, + 'width' => 616, + 'height' => 538, #575 + ) + %> + +% } + +
+ +<% include('cust_main/notes.html', 'custnum' => $cust_main->custnum ) %> + +% } +
+ +% if(! $conf->config('disable_cust_attachment') +% and $curuser->access_right('Add attachment')) { +<% include( '/elements/popup_link-cust_main.html', + 'label' => 'Attach file', + 'action' => $p.'edit/cust_main_attach.cgi', + 'actionlabel' => 'Upload file', + 'cust_main' => $cust_main, + 'width' => 480, + 'height' => 296, + ) +%> +% } +% if( $curuser->access_right('View attachments') ) { +<% include('cust_main/attachments.html', 'custnum' => $cust_main->custnum ) %> +% if ($cgi->param('show_deleted')) { +">(Show active attachments) +% } +% elsif($curuser->access_right('View deleted attachments')) { +">(Show deleted attachments) +% } +% } +
-die "No customer specified (bad URL)!" unless $cgi->keywords; -my($query) = $cgi->keywords; # needs parens with my, ->keywords returns array -$query =~ /^(\d+)$/; -my $custnum = $1; -my $cust_main = qsearchs('cust_main',{'custnum'=>$custnum}); -die "Customer not found!" unless $cust_main; +% } -print qq!Edit this customer!; -print qq! | Delete this customer! - if $conf->exists('deletecustomers'); +% if ( $view eq 'jumbo' ) { +

+ Tickets
+% } -unless ( $conf->exists('disable_customer_referrals') ) { - print qq! | !, - qq!Refer a new customer!; +% if ( $view eq 'tickets' || $view eq 'jumbo' ) { - print qq! | !, - qq!View this customer's referrals!; -} +% if ( $conf->config('ticket_system') ) { + <% include('cust_main/tickets.html', $cust_main ) %> +% } +

-print '

'; +% } -my $signupurl = $conf->config('signupurl'); -if ( $signupurl ) { -print "This customer's signup URL: ". - "$signupurl?ref=$custnum

"; -} +% if ( $view eq 'jumbo' ) { #XXX enable me && $curuser->access_right('View customer packages') { -print ''; - -print &itable(), ''; - -print ''; - - print "Billing address", &ntable("#cccccc"), "", - &ntable("#cccccc",2), - 'Contact name', - '', - $cust_main->last, ', ', $cust_main->first, - ''; -print 'SS#', - $cust_main->ss || ' ', '' - if $conf->exists('show_ss'); - -print '', - 'Company', - $cust_main->company, - '', - 'Address', - $cust_main->address1, - '', - ; - print ' ', - $cust_main->address2, '' - if $cust_main->address2; - print 'City', - $cust_main->city, - 'State', - $cust_main->state, - 'Zip', - $cust_main->zip, '', - 'Country', - $cust_main->country, - '', - ; - print 'Day Phone', - $cust_main->daytime || ' ', '', - 'Night Phone', - $cust_main->night || ' ', '', - 'Fax', - $cust_main->fax || ' ', '', - '', "" - ; - - if ( defined $cust_main->dbdef_table->column('ship_last') ) { - - my $pre = $cust_main->ship_last ? 'ship_' : ''; - - print "
Service address", &ntable("#cccccc"), "", - &ntable("#cccccc",2), - 'Contact name', - '', - $cust_main->get("${pre}last"), ', ', $cust_main->get("${pre}first"), - '', - 'Company', - $cust_main->get("${pre}company"), - '', - 'Address', - $cust_main->get("${pre}address1"), - '', - ; - print ' ', - $cust_main->get("${pre}address2"), '' - if $cust_main->get("${pre}address2"); - print 'City', - $cust_main->get("${pre}city"), - 'State', - $cust_main->get("${pre}state"), - 'Zip', - $cust_main->get("${pre}zip"), '', - 'Country', - $cust_main->get("${pre}country"), - '', - ; - print 'Day Phone', - '', - $cust_main->get("${pre}daytime") || ' ', '', - 'Night Phone'. - '', - $cust_main->get("${pre}night") || ' ', '', - 'Fax', - $cust_main->get("${pre}fax") || ' ', '', - '', "" - ; - - } - -print ''; - -print ''; - - print &ntable("#cccccc"), "", &ntable("#cccccc",2), - 'Customer number', - $custnum, '', - ; - - my @agents = qsearch( 'agent', {} ); - my $agent; - unless ( scalar(@agents) == 1 ) { - $agent = qsearchs('agent',{ 'agentnum' => $cust_main->agentnum } ); - print 'Agent', - $agent->agentnum, ": ", $agent->agent, ''; - } else { - $agent = $agents[0]; - } - my @referrals = qsearch( 'part_referral', {} ); - unless ( scalar(@referrals) == 1 ) { - my $referral = qsearchs('part_referral', { - 'refnum' => $cust_main->refnum - } ); - print 'Advertising source', - $referral->refnum, ": ", $referral->referral, ''; - } - print 'Order taker', - $cust_main->otaker, ''; - - print 'Referring Customer'; - my $referring_cust_main = ''; - if ( $cust_main->referral_custnum - && ( $referring_cust_main = - qsearchs('cust_main', { custnum => $cust_main->referral_custnum } ) - ) - ) { - print ''. - $cust_main->referral_custnum. ': '. - ( $referring_cust_main->company - ? $referring_cust_main->company. ' ('. - $referring_cust_main->last. ', '. $referring_cust_main->first. - ')' - : $referring_cust_main->last. ', '. $referring_cust_main->first - ). - ''; - } - print ''; - - print ''; - -print '
'; - -if ( $conf->config('payby-default') ne 'HIDE' ) { - - my @invoicing_list = $cust_main->invoicing_list; - print "Billing information (", - qq!!, "Bill now)", - &ntable("#cccccc"), "", &ntable("#cccccc",2), - 'Tax exempt', - $cust_main->tax ? 'yes' : 'no', - '', - 'Postal invoices', - ( grep { $_ eq 'POST' } @invoicing_list ) ? 'yes' : 'no', - '', - 'Email invoices', - join(', ', grep { $_ ne 'POST' } @invoicing_list ) || 'no', - '', - 'Billing type', - ; - - if ( $cust_main->payby eq 'CARD' ) { - my $payinfo = $cust_main->payinfo; - $payinfo = 'x'x(length($payinfo)-4). substr($payinfo,(length($payinfo)-4)); - print 'Credit card', - 'Card number', - $payinfo, '', - 'Expiration', - $cust_main->paydate, '', - 'Name on card', - $cust_main->payname, '' - ; - } elsif ( $cust_main->payby eq 'BILL' ) { - print 'Billing'; - print 'P.O. ', - $cust_main->payinfo, '', - if $cust_main->payinfo; - print 'Expiration', - $cust_main->paydate, '', - 'Attention', - $cust_main->payname, '', - ; - } elsif ( $cust_main->payby eq 'COMP' ) { - print 'Complimentary', - 'Authorized by', - $cust_main->payinfo, '', - 'Expiration', - $cust_main->paydate, '', - ; - } - - print ""; + Packages
+% } -} +% if ( $view eq 'packages' || $view eq 'jumbo' ) { -print ''; +% #XXX enable me# if ( $curuser->access_right('View customer packages') { +<% include('cust_main/packages.html', $cust_main ) %> +% #} -if ( defined $cust_main->dbdef_table->column('comments') - && $cust_main->comments ) -{ - print "
Comments". &ntable("#cccccc"). "". - &ntable("#cccccc",2). - '
'.
-        encode_entities($cust_main->comments).
-        '
'; -} +% } -print ''; - -print '
'. - '
'. - qq!!. - '

'; - -if ( $conf->config('payby-default') ne 'HIDE' ) { - - print '
'. - qq!
!. - qq!!. - qq!Description:!. - qq! Amount:!. - qq! !; - - #false laziness w/ edit/part_pkg.cgi - if ( $conf->exists('enable_taxclasses') ) { - print ''; - } else { - print ''; - } - - print qq!

!; +% if ( $view eq 'payment_history' || $view eq 'jumbo' ) { -} +% if ( $conf->config('payby-default') ne 'HIDE' ) { + <% include('cust_main/payment_history.html', $cust_main ) %> +% } -print < -function cust_pkg_areyousure(href) { - if (confirm("Permanently delete included services and cancel this package?") == true) - window.location.href = href; -} -function svc_areyousure(href) { - if (confirm("Permanently unprovision and delete this service?") == true) - window.location.href = href; -} - -END +% } -print qq!
Packages !, -# qq!
Click on package number to view/edit package.!, - qq!( Order and cancel packages (preserves services) )!, -; +% if ( $view eq 'change_history' ) { # || $view eq 'jumbo' +<% include('cust_main/change_history.html', $cust_main ) %> +% } -#display packages - -#formatting -print qq!!, &table(), "\n", - qq!Package!, - qq!DatesServices\n!, - qq!Setup!, - qq!Next bill!, - qq!Susp.Expire!, - qq!!, - qq!Cancel!, - qq!\n!; - -#get package info -my @packages; -if ( $conf->exists('hidecancelledpackages') ) { - @packages = sort { $a->pkgnum <=> $b->pkgnum } ($cust_main->ncancelled_pkgs); +<% include('/elements/footer.html') %> +<%init> + +my $curuser = $FS::CurrentUser::CurrentUser; + +die "access denied" + unless $curuser->access_right('View customer'); + +my $conf = new FS::Conf; + +my $custnum; +if ( $cgi->param('custnum') =~ /^(\d+)$/ ) { + $custnum = $1; } else { - @packages = sort { $a->pkgnum <=> $b->pkgnum } ($cust_main->all_pkgs); + die "No customer specified (bad URL)!" unless $cgi->keywords; + my($query) = $cgi->keywords; # needs parens with my, ->keywords returns array + $query =~ /^(\d+)$/; + $custnum = $1; } -my $n1 = ''; -foreach my $package (@packages) { - my $pkgnum = $package->pkgnum; - my $pkg = $package->part_pkg->pkg; - my $comment = $package->part_pkg->comment; - my $pkgview = popurl(2). "view/cust_pkg.cgi?$pkgnum"; - - #my @cust_svc = qsearch( 'cust_svc', { 'pkgnum' => $pkgnum } ); - #my $rowspan = scalar(@cust_svc) || 1; - my @cust_svc = (); - my $rowspan = 0; - my %pkg_svc = (); - unless ( $package->getfield('cancel') ) { - foreach my $pkg_svc ( - grep { $_->quantity } - qsearch('pkg_svc',{'pkgpart'=> $package->pkgpart }) - ) { - $rowspan += ( $pkg_svc{$pkg_svc->svcpart} = $pkg_svc->quantity ); - } - } else { - #@cust_svc = qsearch( 'cust_svc', { 'pkgnum' => $pkgnum } ); - @cust_svc = (); - $rowspan = scalar(@cust_svc) || 1; - } - $rowspan ||= 1; - - my $button_cgi = new CGI; - $button_cgi->param('clone', $package->part_pkg->pkgpart); - $button_cgi->param('pkgnum', $package->pkgnum); - my $button_url = popurl(2). "edit/part_pkg.cgi?". $button_cgi->query_string; - - #print $n1, qq!$pkgnum!, - print $n1, qq!$pkgnum!, - qq!!, - #qq!$pkg - $comment!, - qq!$pkg - $comment ( Details )!; - # | !; - - print qq! ( !. - 'Change package )'; - - #false laziness with view/cust_pkg.cgi, but i'm trying to make that go away so - unless ( $package->getfield('cancel') ) { - print ' ( '; - if ( $package->getfield('susp') ) { - print qq!Unsuspend!; - } else { - print qq!Suspend!; - } - print ' | Cancel'; - - print ' ) '; - - print ' ( Edit dates | '; - - print qq!Customize )!; - - } - print ''; - - for ( qw( setup bill susp expire cancel ) ) { - print "", ( $package->getfield($_) - ? time2str("%D
%l:%M:%S%P %z", - $package->getfield($_) ) - : ' ' - ), '', - ; - } - - my $n2 = ''; - #false laziness with view/cust_pkg.cgi, but i'm trying to make that go away so - #foreach my $cust_svc ( @cust_svc ) { - foreach my $svcpart ( sort { $a<=>$b } keys %pkg_svc ) { - my $svc = qsearchs('part_svc',{'svcpart'=>$svcpart})->getfield('svc'); - $svc =~ s/ / /g; - my(@cust_svc)=qsearch('cust_svc',{'pkgnum'=>$pkgnum, - 'svcpart'=>$svcpart, - }); - for my $enum ( 1 .. $pkg_svc{$svcpart} ) { - my $cust_svc; - if ( $cust_svc = shift @cust_svc ) { - my($label, $value, $svcdb) = $cust_svc->label; - my($svcnum) = $cust_svc->svcnum; - my($sview) = popurl(2). "view"; - print $n2,qq!$label!, - qq!$value
( Unprovision )!; - } else { - print $n2, qq!!. - qq!Provision $svc!; - - print qq!
!. - qq!Link to legacy $svc! - if $conf->exists('legacy_link'); - - print ''; - } - $n2=""; - } - } - - $n1=""; -} -print ""; - -#formatting -print ""; - -print < -function cust_pay_areyousure(href) { - if (confirm("Are you sure you want to delete this payment?") - == true) - window.location.href = href; -} - -END - -if ( $conf->config('payby-default') ne 'HIDE' ) { - - #formatting - print qq!

Payment History!. - qq! ( !. - qq!!. - qq!Post payment | !. - qq!!. - qq!Post credit )!; - - #get payment history - # - # major problem: this whole thing is way too sloppy. - # minor problem: the description lines need better formatting. - - my @history = (); #needed for mod_perl :) - - my %target = (); - - my @bills = qsearch('cust_bill',{'custnum'=>$custnum}); - foreach my $bill (@bills) { - my($bref)=$bill->hashref; - my $bpre = ( $bill->owed > 0 ) - ? ' Open ' - : ''; - my $bpost = ( $bill->owed > 0 ) ? '' : ''; - push @history, - $bref->{_date} . qq!\t${bpre}Invoice #! . $bref->{invnum} . - qq! (Balance \$! . $bill->owed . qq!)$bpost\t! . - $bref->{charged} . qq!\t\t\t!; - - my(@cust_bill_pay)=qsearch('cust_bill_pay',{'invnum'=> $bref->{invnum} } ); - # my(@payments)=qsearch('cust_pay',{'invnum'=> $bref->{invnum} } ); - # my($payment); - foreach my $cust_bill_pay (@cust_bill_pay) { - my $payment = $cust_bill_pay->cust_pay; - my($date,$invnum,$payby,$payinfo,$paid)=($payment->_date, - $cust_bill_pay->invnum, - $payment->payby, - $payment->payinfo, - $cust_bill_pay->amount, - ); - $payinfo = 'x'x(length($payinfo)-4). substr($payinfo,(length($payinfo)-4)) - if $payby eq 'CARD'; - my $target = "$payby$payinfo"; - $payby =~ s/^BILL$/Check #/ if $payinfo; - $payby =~ s/^(CARD|COMP)$/$1 /; - my $delete = $payment->closed !~ /^Y/i && $conf->exists('deletepayments') - ? qq! (delete)! - : ''; - push @history, - "$date\tPayment, Invoice #$invnum ($payby$payinfo)$delete\t\t$paid\t\t\t$target"; - } - - my(@cust_credit_bill)= - qsearch('cust_credit_bill', { 'invnum'=> $bref->{invnum} } ); - foreach my $cust_credit_bill (@cust_credit_bill) { - my $cust_credit = $cust_credit_bill->cust_credit; - my($date, $invnum, $crednum, $amount, $reason, $app_date ) = ( - $cust_credit->_date, - $cust_credit_bill->invnum, - $cust_credit_bill->crednum, - $cust_credit_bill->amount, - $cust_credit->reason, - time2str("%D", $cust_credit_bill->_date), - ); - push @history, - "$date\tCredit #$crednum: $reason
". - "(applied to invoice #$invnum on $app_date)\t\t\t$amount\t"; - } - } - - my @credits = grep { scalar(my @array = $_->cust_credit_refund) } - qsearch('cust_credit',{'custnum'=>$custnum}); - foreach my $credit (@credits) { - my($cref)=$credit->hashref; - my(@cust_credit_refund)= - qsearch('cust_credit_refund', { 'crednum'=> $cref->{crednum} } ); - foreach my $cust_credit_refund (@cust_credit_refund) { - my $cust_refund = $cust_credit_refund->cust_credit; - my($date, $crednum, $amount, $reason, $app_date ) = ( - $credit->_date, - $credit->crednum, - $cust_credit_refund->amount, - $credit->reason, - time2str("%D", $cust_credit_refund->_date), - ); - push @history, - "$date\tCredit #$crednum: $reason
". - "(applied to refund on $app_date)\t\t\t$amount\t"; - } - } - - @credits = grep { $_->credited > 0 } - qsearch('cust_credit',{'custnum'=>$custnum}); - foreach my $credit (@credits) { - my($cref)=$credit->hashref; - push @history, - $cref->{_date} . "\t" . - qq!!. - 'Unapplied credit #' . - $cref->{crednum} . ": ". - $cref->{reason} . "\t\t\t" . $credit->credited . "\t"; - } - - my(@refunds)=qsearch('cust_refund',{'custnum'=> $custnum } ); - foreach my $refund (@refunds) { - my($rref)=$refund->hashref; - my($refundnum) = ( - $refund->refundnum, - ); - - push @history, - $rref->{_date} . "\tRefund #$refundnum, (" . - $rref->{payby} . " " . $rref->{payinfo} . ") by " . - $rref->{otaker} . " - ". $rref->{reason} . "\t\t\t\t" . - $rref->{refund}; - } - - my @unapplied_payments = - grep { $_->unapplied > 0 } qsearch('cust_pay', { 'custnum' => $custnum } ); - foreach my $payment (@unapplied_payments) { - my $payby = $payment->payby; - my $payinfo = $payment->payinfo; - #false laziness w/above - $payinfo = 'x'x(length($payinfo)-4). substr($payinfo,(length($payinfo)-4)) - if $payby eq 'CARD'; - my $target = "$payby$payinfo"; - $payby =~ s/^BILL$/Check #/ if $payinfo; - $payby =~ s/^(CARD|COMP)$/$1 /; - my $delete = $payment->closed !~ /^Y/i && $conf->exists('deletepayments') - ? qq! (delete)! - : ''; - push @history, - $payment->_date. "\t". - 'Unapplied payment #' . - $payment->paynum . " ($payby$payinfo) ". - '('. - "apply)$delete". - "\t\t" . $payment->unapplied . "\t\t\t$target"; - } - - #formatting - print &table(), < - Date - Description - Charge - Payment - In-house
Credit - Refund - Balance - -END - - #display payment history - - my $balance = 0; - foreach my $item (sort keyfield_numerically @history) { - my($date,$desc,$charge,$payment,$credit,$refund,$target)=split(/\t/,$item); - $charge ||= 0; - $payment ||= 0; - $credit ||= 0; - $refund ||= 0; - $balance += $charge - $payment; - $balance -= $credit - $refund; - $balance = sprintf("%.2f", $balance); - $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp - $target = '' unless defined $target; - - print ""; - print qq!! unless $target && $target{$target}++; - print time2str("%D",$date); - print '' if $target && $target{$target} == 1; - print "", - "$desc", - "", - ( $charge ? "\$".sprintf("%.2f",$charge) : '' ), - "", - "", - ( $payment ? "- \$".sprintf("%.2f",$payment) : '' ), - "", - "", - ( $credit ? "- \$".sprintf("%.2f",$credit) : '' ), - "", - "", - ( $refund ? "\$".sprintf("%.2f",$refund) : '' ), - "", - "\$" . $balance, - "", - "\n"; - } - - print ""; +my $cust_main = qsearchs( { + 'table' => 'cust_main', + 'hashref' => { 'custnum' => $custnum }, + 'extra_sql' => ' AND '. $curuser->agentnums_sql, +}); +die "Customer not found!" unless $cust_main; -} +#false laziness w/pref/pref.html and Conf.pm (cust_main-default_view) +tie my %views, 'Tie::IxHash', + 'Basics' => 'basics', + 'Notes' => 'notes', #notes and files? +; +$views{'Tickets'} = 'tickets' + if $conf->config('ticket_system'); +$views{'Packages'} = 'packages'; +$views{'Payment History'} = 'payment_history' + unless $conf->config('payby-default' eq 'HIDE'); +$views{'Change History'} = 'change_history' + if $curuser->access_right('View customer history'); +$views{'Jumbo'} = 'jumbo'; -print ''; +my %viewname = reverse %views; -#subroutiens -sub keyfield_numerically { (split(/\t/,$a))[0] <=> (split(/\t/,$b))[0]; } +my $view = $cgi->param('show') || $curuser->default_customer_view; -%> +