package FS::Report::Table::Monthly;
use strict;
-use vars qw( @ISA $expenses_kludge );
+use vars qw( @ISA );
use Time::Local;
use FS::UID qw( dbh );
use FS::Report::Table;
@ISA = qw( FS::Report::Table );
-$expenses_kludge = 0;
-
=head1 NAME
FS::Report::Table::Monthly - Tables of report data, indexed monthly
sub netsales { #net sales
my( $self, $speriod, $eperiod, $agentnum ) = @_;
- my $credited = $self->scalar_sql("
- SELECT SUM(cust_credit_bill.amount)
- FROM cust_credit_bill
- LEFT JOIN cust_bill USING ( invnum )
- LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent( $speriod,
- $eperiod,
- $agentnum,
- 'cust_bill._date'
- )
- );
-
- #horrible local kludge
- my $expenses = !$expenses_kludge ? 0 : $self->scalar_sql("
- SELECT SUM(cust_bill_pkg.setup)
- FROM cust_bill_pkg
- LEFT JOIN cust_bill USING ( invnum )
- LEFT JOIN cust_main USING ( custnum )
- LEFT JOIN cust_pkg USING ( pkgnum )
- LEFT JOIN part_pkg USING ( pkgpart )
- WHERE ". $self->in_time_period_and_agent( $speriod,
- $eperiod,
- $agentnum,
- 'cust_bill._date'
- ). "
- AND LOWER(part_pkg.pkg) LIKE 'expense _%'
- ");
-
- $self->invoiced($speriod,$eperiod,$agentnum) - $credited - $expenses;
+ $self->invoiced($speriod,$eperiod,$agentnum)
+ - $self->credits( $speriod,$eperiod,$agentnum);
}
#deferred revenue
-sub receipts { #cashflow
+sub cashflow {
my( $self, $speriod, $eperiod, $agentnum ) = @_;
- my $refunded = $self->scalar_sql("
- SELECT SUM(refund)
- FROM cust_refund
- LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- );
+ $self->payments($speriod, $eperiod, $agentnum)
+ - $self->refunds( $speriod, $eperiod, $agentnum);
+}
- #horrible local kludge that doesn't even really work right
- my $expenses = !$expenses_kludge ? 0 : $self->scalar_sql("
- SELECT SUM(cust_bill_pay.amount)
- FROM cust_bill_pay
- LEFT JOIN cust_bill USING ( invnum )
- LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent( $speriod,
- $eperiod,
- $agentnum,
- 'cust_bill_pay._date'
- ). "
- AND 0 < ( SELECT COUNT(*) from cust_bill_pkg, cust_pkg, part_pkg
- WHERE cust_bill.invnum = cust_bill_pkg.invnum
- AND cust_pkg.pkgnum = cust_bill_pkg.pkgnum
- AND cust_pkg.pkgpart = part_pkg.pkgpart
- AND LOWER(part_pkg.pkg) LIKE 'expense _%'
- )
- ");
- # my $expenses_sql2 = "SELECT SUM(cust_bill_pay.amount) FROM cust_bill_pay, cust_bill_pkg, cust_bill, cust_pkg, part_pkg WHERE cust_bill_pay.invnum = cust_bill.invnum AND cust_bill.invnum = cust_bill_pkg.invnum AND cust_bill_pay._date >= $speriod AND cust_bill_pay._date < $eperiod AND cust_pkg.pkgnum = cust_bill_pkg.pkgnum AND cust_pkg.pkgpart = part_pkg.pkgpart AND LOWER(part_pkg.pkg) LIKE 'expense _%'";
-
- $self->payments($speriod, $eperiod, $agentnum) - $refunded - $expenses;
+sub netcashflow {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+
+ $self->receipts($speriod, $eperiod, $agentnum)
+ - $self->netrefunds( $speriod, $eperiod, $agentnum);
}
sub payments {
);
}
+sub refunds {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $self->scalar_sql("
+ SELECT SUM(refund)
+ FROM cust_refund
+ LEFT JOIN cust_main USING ( custnum )
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
+ );
+}
+
sub netcredits {
my( $self, $speriod, $eperiod, $agentnum ) = @_;
$self->scalar_sql("
);
}
+sub receipts { #net payments
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $self->scalar_sql("
+ SELECT SUM(cust_bill_pay.amount)
+ FROM cust_bill_pay
+ LEFT JOIN cust_bill USING ( invnum )
+ LEFT JOIN cust_main USING ( custnum )
+ WHERE ". $self->in_time_period_and_agent( $speriod,
+ $eperiod,
+ $agentnum,
+ 'cust_bill._date'
+ )
+ );
+}
+
+sub netrefunds {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $self->scalar_sql("
+ SELECT SUM(cust_credit_refund.amount)
+ FROM cust_credit_refund
+ LEFT JOIN cust_credit USING ( crednum )
+ LEFT JOIN cust_main USING ( custnum )
+ WHERE ". $self->in_time_period_and_agent( $speriod,
+ $eperiod,
+ $agentnum,
+ 'cust_credit._date'
+ )
+ );
+}
+
#these should be auto-generated or $AUTOLOADed or something
sub invoiced_12mo {
my( $self, $speriod, $eperiod, $agentnum ) = @_;
$self->netcredits($speriod, $eperiod, $agentnum);
}
+sub cashflow_12mo {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $speriod = $self->_subtract_11mo($speriod);
+ $self->cashflow($speriod, $eperiod, $agentnum);
+}
+
+sub netcashflow_12mo {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $speriod = $self->_subtract_11mo($speriod);
+ $self->cashflow($speriod, $eperiod, $agentnum);
+}
+
+sub refunds_12mo {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $speriod = $self->_subtract_11mo($speriod);
+ $self->refunds($speriod, $eperiod, $agentnum);
+}
+
+sub netrefunds_12mo {
+ my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ $speriod = $self->_subtract_11mo($speriod);
+ $self->netrefunds($speriod, $eperiod, $agentnum);
+}
+
+
#not being too bad with the false laziness
use Time::Local qw(timelocal);
sub _subtract_11mo {
use strict;
use vars qw( @ISA $conf );
use FS::Record qw( qsearchs );
+use FS::cust_main_Mixin;
use FS::cust_bill_ApplicationCommon;
use FS::cust_bill;
use FS::cust_pay;
-@ISA = qw( FS::cust_bill_ApplicationCommon );
+@ISA = qw( FS::cust_main_Mixin FS::cust_bill_ApplicationCommon );
#ask FS::UID to run this stuff for us later
FS::UID->install_callback( sub {
use strict;
use vars qw( @ISA );
use FS::Record qw( qsearch qsearchs dbh );
-#use FS::UID qw(getotaker);
+use FS::cust_main_Mixin;
use FS::cust_credit;
use FS::cust_refund;
-@ISA = qw( FS::Record );
+@ISA = qw( FS::cust_main_Mixin FS::Record );
=head1 NAME
use FS::cust_main;
use FS::payinfo_Mixin;
-@ISA = qw( FS::Record FS::payinfo_Mixin );
+@ISA = qw( FS::payinfo_Mixin FS::cust_main_Mixin FS::Record );
@encrypted_fields = ('payinfo');
=item replace OLD_RECORD
-Currently unimplemented (accounting reasons).
+Modifying a refund? Well, don't say I didn't warn you.
=cut
#return "Illegal payby" unless $hash{$payby};
return 0 unless $hash{$payby};
- $table = 'cust_pay' if $table eq 'cust_pay_batch' || $table eq 'cust_refund';
+ $table = 'cust_pay' if $table =~ /^cust_(pay_pending|pay_batch|pay_void|refund)$/;
return 0 if exists( $hash{$payby}->{$table} );
return 1;
Payment Mask (Generation and Storage)
Data Validation (parent checks need to be sure to call this)
-Encryption - In the Future (Pull from Record.pm)
-Bad Card Stuff - In the Future (Integrate Banned Pay)
-Currency - In the Future
+Pretty printing
=head1 FIELDS
return $paymask;
}
-=cut
-
-sub _mask_payinfo {
- my $self = shift;
-
=item payinfo_check
Checks payby and payinfo.
}
+=item payby_payinfo_pretty
+
+Returns payment method and information (suitably masked, if applicable) as
+a human-readable string, such as:
+
+ Card #54xxxxxxxxxxxx32
+
+or
+
+ Check #119006
+
+=cut
+
+sub payby_payinfo_pretty {
+ my $self = shift;
+ if ( $self->payby eq 'CARD' ) {
+ 'Card #'. $self->paymask;
+ } elsif ( $self->payby eq 'CHEK' ) {
+ 'E-check acct#'. $self->payinfo;
+ } elsif ( $self->payby eq 'BILL' ) {
+ 'Check #'. $self->payinfo;
+ } elsif ( $self->payby eq 'PREP' ) {
+ 'Prepaid card #'. $self->payinfo;
+ } elsif ( $self->payby eq 'CASH' ) {
+ 'Cash '. $self->payinfo;
+ } elsif ( $self->payby eq 'WEST' ) {
+ 'Western Union'; #. $self->payinfo;
+ } elsif ( $self->payby eq 'MCRD' ) {
+ 'Manual credit card'; #. $self->payinfo;
+ } else {
+ $self->payby. ' '. $self->payinfo;
+ }
+}
+
=head1 BUGS
-Have to add the future items...
+Future items?
+ Encryption - In the Future (Pull from Record.pm)
+ Bad Card Stuff - In the Future (Integrate Banned Pay)
+ Currency - In the Future
=head1 SEE ALSO
my $agentname = $agent ? $agent->agent.' ' : '';
-my @items = qw( invoiced netsales credits netcredits payments receipts );
+my @items = qw( invoiced netsales
+ credits netcredits
+ payments receipts
+ refunds netrefunds
+ cashflow netcashflow
+ );
if ( $cgi->param('12mo') == 1 ) {
@items = map $_.'_12mo', @items;
}
my %label = (
- 'invoiced' => 'Gross Sales',
- 'netsales' => 'Net Sales',
- 'credits' => 'Gross Credits',
- 'netcredits' => 'Net Credits',
- 'payments' => 'Gross Receipts',
- 'receipts' => 'Net Receipts',
+ 'invoiced' => 'Gross Sales',
+ 'netsales' => 'Net Sales',
+ 'credits' => 'Gross Credits',
+ 'netcredits' => 'Net Credits',
+ 'payments' => 'Gross Receipts',
+ 'receipts' => 'Net Receipts',
+ 'refunds' => 'Gross Refunds',
+ 'netrefunds' => 'Net Refunds',
+ 'cashflow' => 'Gross Cashflow',
+ 'netcashflow' => 'Net Cashflow',
);
my %graph_suffix = (
- 'invoiced' => ' (invoiced)',
- 'netsales' => ' (invoiced - applied credits)',
- 'credits' => ' (credited)',
- 'netcredits' => ' (applied credits)',
- 'payments' => ' (payments)',
- 'receipts' => '/Cashflow (payments - refunds)',
+ 'invoiced' => ' (invoiced)',
+ 'netsales' => ' (invoiced - applied credits)',
+ 'credits' => ' (credited)',
+ 'netcredits' => ' (applied credits)',
+ 'payments' => ' (payments)',
+ 'receipts' => ' (applied payments)',
+ 'refunds' => ' (refunds)',
+ 'netrefunds' => ' (applied refunds)',
+ 'cashflow' => ' (payments - refunds)',
+ 'netcashflow' => ' (applied payments - applied refunds)',
);
my %graph_label = map { $_ => $label{$_}.$graph_suffix{$_} } keys %label;
foreach keys %graph_label;
my %color = (
- 'invoiced' => '9999ff', #light blue
- 'netsales' => '0000cc', #blue
- 'credits' => 'ff9999', #light red
- 'netcredits' => 'cc0000', #red
- 'payments' => '99cc99', #light green
- 'receipts' => '00cc00', #green
+ 'invoiced' => '9999ff', #light blue
+ 'netsales' => '0000cc', #blue
+ 'credits' => 'ff9999', #light red
+ 'netcredits' => 'cc0000', #red
+ 'payments' => '99cc99', #light green
+ 'receipts' => '00cc00', #green
+ 'refunds' => 'ffcc99', #light orange
+ 'netrefunds' => 'ff9900', #orange
+ 'cashflow' => '99cc33', #light olive
+ 'netcashflow' => '339900', #olive
);
$color{$_.'_12mo'} = $color{$_}
foreach keys %color;
'credits' => "${p}search/cust_credit.html?agentnum=$agentnum;",
'netcredits' => "${p}search/cust_credit_bill.html?agentnum=$agentnum;",
'payments' => "${p}search/cust_pay.cgi?magic=_date;agentnum=$agentnum;",
+ 'receipts' => "${p}search/cust_bill_pay.html?agentnum=$agentnum;",
+ 'refunds' => "${p}search/cust_refund.html?magic=_date;agentnum=$agentnum;",
+ 'netrefunds' => "${p}search/cust_credit_refund.html?agentnum=$agentnum;",
);
# XXX link 12mo?
--- /dev/null
+<% include( 'elements/search.html',
+ 'title' => $title,
+ 'name' => 'net payments',
+ 'query' => $sql_query,
+ 'count_query' => $count_query,
+ 'count_addl' => [ '$%.2f total paid (net)', ],
+ 'header' => [ 'Net applied',
+ 'to Invoice',
+ 'Payment',
+ 'By',
+ FS::UI::Web::cust_header(),
+ ],
+ 'fields' => [
+ sub { $money_char. sprintf('%.2f', shift->amount ) },
+ sub { my $cbp = shift;
+ '#'.$cbp->invnum. ' '.
+ time2str('%b %d %Y', $cbp->cust_bill_date ).
+ " ($money_char".
+ sprintf('%.2f', $cbp->cust_bill_amount).
+ ")"
+ },
+ sub { my $cbp = shift;
+ $cbp->cust_pay->payby_payinfo_pretty. ' '.
+ time2str('%b %d %Y', $cbp->_date ).
+ " ($money_char".
+ sprintf('%.2f', $cbp->cust_pay_paid ).
+ ")"
+ },
+ sub { shift->cust_pay->otaker },
+ \&FS::UI::Web::cust_fields,
+ ],
+ 'align' => 'rrrl'.FS::UI::Web::cust_aligns(),
+ 'links' => [
+ '',
+ $cust_bill_link,
+ $cust_pay_link,
+ '',
+ ( map { $_ ne 'Cust. Status' ? $cust_link : '' }
+ FS::UI::Web::cust_header()
+ ),
+ ],
+ 'color' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_colors(),
+ ],
+ 'style' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_styles(),
+ ],
+ )
+%>
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
+
+my $title = 'Net Payment Search Results';
+
+my @search = ();
+
+if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ push @search, "agentnum = $1";
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "unknown agentnum $1" unless $agent;
+ $title = $agent->agent. " $title";
+}
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+push @search, "cust_bill._date >= $beginning ",
+ "cust_bill._date <= $ending";
+
+#here is the agent virtualization
+push @search, $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+my $where = 'WHERE '. join(' AND ', @search);
+#
+my $count_query = 'SELECT COUNT(*), SUM(amount)
+ FROM cust_bill_pay
+ LEFT JOIN cust_bill USING ( invnum )
+ LEFT JOIN cust_main USING ( custnum ) '.
+ $where;
+
+my $sql_query = {
+ 'table' => 'cust_bill_pay',
+ 'select' => join(', ',
+ 'cust_bill_pay.*',
+ 'cust_pay.paid AS cust_pay_paid',
+ 'cust_bill._date AS cust_bill_date',
+ #'cust_bill.charged AS cust_bill_charged',
+ 'cust_pay.custnum AS custnum',
+ 'cust_main.custnum AS cust_main_custnum',
+ FS::UI::Web::cust_sql_fields(),
+ ),
+ 'hashref' => {},
+ 'extra_sql' => $where,
+ 'addl_from' => 'LEFT JOIN cust_bill USING ( invnum )
+ LEFT JOIN cust_pay USING ( paynum )
+ LEFT JOIN cust_main ON ( cust_bill.custnum = cust_main.custnum )',
+};
+
+my $cust_bill_link = sub {
+ my $cust_bill_pay = shift;
+ $cust_bill_pay->invnum
+ ? [ "${p}view/cust_bill.cgi?", 'invnum' ]
+ : '';
+};
+
+my $cust_pay_link = sub {
+ my $cust_bill_pay = shift;
+ $cust_bill_pay->paynum
+ ? [ "${p}view/cust_pay.html?paynum=", 'paynum' ]
+ : '';
+};
+
+my $cust_link = sub {
+ my $cust_credit_bill = shift;
+ $cust_credit_bill->cust_main_custnum
+ ? [ "${p}view/cust_main.cgi?", 'cust_main_custnum' ]
+ : '';
+};
+
+</%init>
#'redirect' => $link,
'header' => [ 'Amount',
'Date',
- FS::UI::Web::cust_header(),
'By',
- 'Reason'
+ 'Reason',
+ FS::UI::Web::cust_header(),
],
'fields' => [
#'crednum',
sub { sprintf('$%.2f', shift->amount ) },
sub { time2str('%b %d %Y', shift->_date ) },
- \&FS::UI::Web::cust_fields,
'otaker',
'reason',
+ \&FS::UI::Web::cust_fields,
],
#'align' => 'rrrllll',
- 'align' => 'rr'.FS::UI::Web::cust_aligns().'ll',
+ 'align' => 'rrll'.FS::UI::Web::cust_aligns(),
'links' => [
'',
'',
+ '',
+ '',
( map { $_ ne 'Cust. Status' ? $clink : '' }
FS::UI::Web::cust_header()
),
- '',
- '',
],
'color' => [
'',
'',
- FS::UI::Web::cust_colors(),
'',
'',
+ FS::UI::Web::cust_colors(),
],
'style' => [
'',
'',
- FS::UI::Web::cust_styles(),
'',
'',
+ FS::UI::Web::cust_styles(),
],
)
%>
--- /dev/null
+<% include( 'elements/search.html',
+ 'title' => $title,
+ 'name' => 'net refunds',
+ 'query' => $sql_query,
+ 'count_query' => $count_query,
+ 'count_addl' => [ '$%.2f total refunded (net)', ],
+ 'header' => [ 'Net applied',
+ 'to Credit',
+ 'Refund',
+ 'By',
+ FS::UI::Web::cust_header(),
+ ],
+ 'fields' => [
+ sub { $money_char. sprintf('%.2f', shift->amount ) },
+ sub { my $ccr = shift;
+ '#'.$ccr->crednum. ' '.
+ time2str('%b %d %Y', $ccr->cust_credit_date ).
+ " ($money_char".
+ sprintf('%.2f', $ccr->cust_credit_amount).
+ ")"
+ },
+ sub { my $ccr = shift;
+ time2str('%b %d %Y', $ccr->_date ).
+ " ($money_char".
+ sprintf('%.2f', $ccr->cust_refund_refund ).
+ ")"
+ },
+ sub { shift->cust_refund->otaker },
+ \&FS::UI::Web::cust_fields,
+ ],
+ 'align' => 'rrrl'.FS::UI::Web::cust_aligns(),
+ 'links' => [
+ '',
+ '',
+ '',
+ '',
+ ( map { $_ ne 'Cust. Status' ? $cust_link : '' }
+ FS::UI::Web::cust_header()
+ ),
+ ],
+ 'color' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_colors(),
+ ],
+ 'style' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_styles(),
+ ],
+ )
+%>
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
+
+my $title = 'Net Refund Search Results';
+
+my @search = ();
+
+if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ push @search, "agentnum = $1";
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "unknown agentnum $1" unless $agent;
+ $title = $agent->agent. " $title";
+}
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+push @search, "cust_credit._date >= $beginning ",
+ "cust_credit._date <= $ending";
+
+#here is the agent virtualization
+push @search, $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+my $where = 'WHERE '. join(' AND ', @search);
+#
+my $count_query = 'SELECT COUNT(*), SUM(cust_credit_refund.amount)
+ FROM cust_credit_refund
+ LEFT JOIN cust_credit USING ( crednum )
+ LEFT JOIN cust_main USING ( custnum ) '.
+ $where;
+
+my $sql_query = {
+ 'table' => 'cust_credit_refund',
+ 'select' => join(', ',
+ 'cust_credit_refund.*',
+ 'cust_refund.refund AS cust_refund_refund',
+ 'cust_credit._date AS cust_credit_date',
+ 'cust_credit.amount AS cust_credit_amnount',
+ 'cust_refund.custnum AS custnum',
+ 'cust_main.custnum AS cust_main_custnum',
+ FS::UI::Web::cust_sql_fields(),
+ ),
+ 'hashref' => {},
+ 'extra_sql' => $where,
+ 'addl_from' => 'LEFT JOIN cust_credit USING ( crednum )
+ LEFT JOIN cust_refund USING ( refundnum )
+ LEFT JOIN cust_main ON ( cust_credit.custnum = cust_main.custnum )',
+};
+
+#my $cust_credit_link = sub {
+# my $cust_credit_refund = shift;
+# $cust_credit_refund->crednum
+# ? [ "${p}view/cust_credit.cgi?", 'credum' ]
+# : '';
+#};
+
+#my $cust_refund_link = sub {
+# my $cust_credit_refund = shift;
+# $cust_credit_refund->refundnum
+# ? [ "${p}view/cust_refund.cgi?", 'refundnum' ]
+# : '';
+#};
+
+my $cust_link = sub {
+ my $cust_credit_refund = shift;
+ $cust_credit_refund->cust_main_custnum
+ ? [ "${p}view/cust_main.cgi?", 'cust_main_custnum' ]
+ : '';
+};
+
+</%init>
-<% include( 'elements/search.html',
- 'title' => $title,
- 'name' => 'payments',
- 'query' => $sql_query,
- 'count_query' => $count_query,
- 'count_addl' => [ '$%.2f total paid', ],
- 'header' => [ 'Payment',
- 'Amount',
- 'Date',
- 'By',
- FS::UI::Web::cust_header(),
- ],
- 'fields' => [
- sub {
- my $cust_pay = shift;
- if ( $cust_pay->payby eq 'CARD' ) {
- 'Card #'. $cust_pay->paymask;
- } elsif ( $cust_pay->payby eq 'CHEK' ) {
- 'E-check acct#'. $cust_pay->payinfo;
- } elsif ( $cust_pay->payby eq 'BILL' ) {
- 'Check #'. $cust_pay->payinfo;
- } elsif ( $cust_pay->payby eq 'PREP' ) {
- 'Prepaid card #'. $cust_pay->payinfo;
- } elsif ( $cust_pay->payby eq 'CASH' ) {
- 'Cash '. $cust_pay->payinfo;
- } elsif ( $cust_pay->payby eq 'WEST' ) {
- 'Western Union'; #. $cust_pay->payinfo;
- } elsif ( $cust_pay->payby eq 'MCRD' ) {
- 'Manual credit card'; #. $cust_pay->payinfo;
- } else {
- $cust_pay->payby. ' '. $cust_pay->payinfo;
- }
- },
- sub { sprintf('$%.2f', shift->paid ) },
- sub { time2str('%b %d %Y', shift->_date ) },
- sub { my $o = shift->otaker;
- $o = 'auto billing' if $o eq 'fs_daily';
- $o = 'customer self-service' if $o eq 'fs_selfservice';
- $o;
- },
- \&FS::UI::Web::cust_fields,
- ],
- #'align' => 'lrrrll',
- 'align' => 'rrrc'.FS::UI::Web::cust_aligns(),
- 'links' => [
- $link,
- $link,
- $link,
- '',
- ( map { $_ ne 'Cust. Status' ? $cust_link : '' }
- FS::UI::Web::cust_header()
- ),
- ],
- 'color' => [
- '',
- '',
- '',
- '',
- FS::UI::Web::cust_colors(),
- ],
- 'style' => [
- '',
- '',
- '',
- '',
- FS::UI::Web::cust_styles(),
- ],
- )
+<% include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'pay',
+ 'amount_field' => 'paid',
+ 'name_singular' => 'payment',
+ 'name_verb' => 'paid',
+ )
%>
-<%init>
-
-die "access denied"
- unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
-
-my $title = 'Payment Search Results';
-my( $count_query, $sql_query );
-if ( $cgi->param('magic') ) {
-
- my @search = ();
- my $orderby;
- if ( $cgi->param('magic') eq '_date' ) {
-
-
- if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
- push @search, "agentnum = $1"; # $search{'agentnum'} = $1;
- my $agent = qsearchs('agent', { 'agentnum' => $1 } );
- die "unknown agentnum $1" unless $agent;
- $title = $agent->agent. " $title";
- }
-
- if ( $cgi->param('payby') ) {
- $cgi->param('payby') =~
- /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/
- or die "illegal payby ". $cgi->param('payby');
- push @search, "cust_pay.payby = '$1'";
- if ( $3 ) {
-
- my $cardtype = $3;
-
- my $search;
- if ( $cardtype eq 'VisaMC' ) {
- #avoid posix regexes for portability
- $search =
- " ( ( substring(cust_pay.payinfo from 1 for 1) = '4' ".
- " AND substring(cust_pay.payinfo from 1 for 4) != '4936' ".
- " AND substring(cust_pay.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49030[2-9]' ".
- " AND substring(cust_pay.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49033[5-9]' ".
- " AND substring(cust_pay.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49110[1-2]' ".
- " AND substring(cust_pay.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49117[4-9]' ".
- " AND substring(cust_pay.payinfo from 1 for 6) ".
- " NOT SIMILAR TO '49118[1-2]' ".
- " )".
- " OR substring(cust_pay.payinfo from 1 for 2) = '51' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '52' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '53' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '54' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '54' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '55' ".
- " OR substring(cust_pay.payinfo from 1 for 2) = '36' ". #Diner's int'l processed as Visa/MC inside US
- " ) ";
- } elsif ( $cardtype eq 'Amex' ) {
- $search =
- " ( substring(cust_pay.payinfo from 1 for 2 ) = '34' ".
- " OR substring(cust_pay.payinfo from 1 for 2 ) = '37' ".
- " ) ";
- } elsif ( $cardtype eq 'Discover' ) {
- $search =
- " ( substring(cust_pay.payinfo from 1 for 4 ) = '6011' ".
- " OR substring(cust_pay.payinfo from 1 for 2 ) = '65' ".
- " OR substring(cust_pay.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN
- " ) ";
- } elsif ( $cardtype eq 'Maestro' ) {
- $search =
- " ( substring(cust_pay.payinfo from 1 for 2 ) = '63' ".
- " OR substring(cust_pay.payinfo from 1 for 2 ) = '67' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) = '564182' ".
- " OR substring(cust_pay.payinfo from 1 for 4 ) = '4936' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49030[2-9]' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49033[5-9]' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49110[1-2]' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49117[4-9]' ".
- " OR substring(cust_pay.payinfo from 1 for 6 ) ".
- " SIMILAR TO '49118[1-2]' ".
- " ) ";
- } else {
- die "unknown card type $cardtype";
- }
-
- my $masksearch = $search;
- $masksearch =~ s/cust_pay\.payinfo/cust_pay.paymask/gi;
-
- push @search,
- "( $search OR ( cust_pay.paymask IS NOT NULL AND $masksearch ) )";
-
- }
- }
-
- if ( $cgi->param('payinfo') ) {
- $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/
- or die "illegal payinfo ". $cgi->param('payinfo');
- push @search, "cust_pay.payinfo = '$1'";
- }
-
- my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
- push @search, "_date >= $beginning ",
- "_date <= $ending";
-
- push @search, FS::UI::Web::parse_lt_gt($cgi, 'paid' );
-
- $orderby = '_date';
-
- } elsif ( $cgi->param('magic') eq 'paybatch' ) {
-
- $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/
- or die "illegal paybatch: ". $cgi->param('paybatch');
-
- push @search, "paybatch = '$1'";
-
- $orderby = "LOWER(company || ' ' || last || ' ' || first )";
-
- } else {
- die "unknown search magic: ". $cgi->param('magic');
- }
-
- #here is the agent virtualization
- push @search, $FS::CurrentUser::CurrentUser->agentnums_sql;
-
- my $search = ' WHERE '. join(' AND ', @search);
-
- $count_query = "SELECT COUNT(*), SUM(paid) ".
- "FROM cust_pay LEFT JOIN cust_main USING ( custnum )".
- $search;
-
- $sql_query = {
- 'table' => 'cust_pay',
- 'select' => join(', ',
- 'cust_pay.*',
- 'cust_main.custnum as cust_main_custnum',
- FS::UI::Web::cust_sql_fields(),
- ),
- 'hashref' => {},
- 'extra_sql' => "$search ORDER BY $orderby",
- 'addl_from' => 'LEFT JOIN cust_main USING ( custnum )',
- };
-
-} else {
-
- #hmm... is this still used?
-
- $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo";
- my $payinfo = $1;
-
- $cgi->param('payby') =~ /^(\w+)$/ or die "illegal payby";
- my $payby = $1;
-
- $count_query = "SELECT COUNT(*), SUM(paid) FROM cust_pay".
- " WHERE payinfo = '$payinfo' AND payby = '$payby'".
- " AND ". $FS::CurrentUser::CurrentUser->agentnums_sql;
-
- $sql_query = {
- 'table' => 'cust_pay',
- 'hashref' => { 'payinfo' => $payinfo,
- 'payby' => $payby },
- 'extra_sql' => $FS::CurrentUser::CurrentUser->agentnums_sql.
- " ORDER BY _date",
- };
-
-}
-
-my $link = '';
-$link = [ "${p}view/cust_pay.html?paynum=", 'paynum' ]
- if $FS::CurrentUser::CurrentUser->access_right('View invoices'); #XXX for now
- #later# if $FS::CurrentUser::CurrentUser->access_right('View customer payments');
-
-my $cust_link = sub {
- my $cust_pay = shift;
- $cust_pay->cust_main_custnum
- ? [ "${p}view/cust_main.cgi?", 'custnum' ]
- : '';
-};
-
-</%init>
--- /dev/null
+<% include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'refund',
+ 'amount_field' => 'refund',
+ 'name_singular' => 'refund',
+ 'name_verb' => 'refunded',
+ )
+%>
--- /dev/null
+<%doc>
+
+Examples:
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'pay',
+ 'amount_field' => 'paid',
+ 'name_singular' => 'payment',
+ 'name_verb' => 'paid',
+ )
+
+ include( 'elements/cust_pay_or_refund.html',
+ 'thing' => 'refund',
+ 'amount_field' => 'refund',
+ 'name_singular' => 'refund',
+ 'name_verb' => 'refunded',
+ )
+
+</%doc>
+<% include( 'search.html',
+ 'title' => $title,
+ 'name_singular' => $name_singular,
+ 'query' => $sql_query,
+ 'count_query' => $count_query,
+ 'count_addl' => [ '$%.2f total '.$opt{name_verb}, ],
+ 'header' => [ "\u$name_singular",
+ 'Amount',
+ 'Date',
+ 'By',
+ FS::UI::Web::cust_header(),
+ ],
+ 'fields' => [
+ 'payby_payinfo_pretty',
+ sub { sprintf('$%.2f', shift->$amount_field() ) },
+ sub { time2str('%b %d %Y', shift->_date ) },
+ sub { my $o = shift->otaker;
+ $o = 'auto billing' if $o eq 'fs_daily';
+ $o = 'customer self-service' if $o eq 'fs_selfservice';
+ $o;
+ },
+ \&FS::UI::Web::cust_fields,
+ ],
+ #'align' => 'lrrrll',
+ 'align' => 'rrrc'.FS::UI::Web::cust_aligns(),
+ 'links' => [
+ $link,
+ $link,
+ $link,
+ '',
+ ( map { $_ ne 'Cust. Status' ? $cust_link : '' }
+ FS::UI::Web::cust_header()
+ ),
+ ],
+ 'color' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_colors(),
+ ],
+ 'style' => [
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_styles(),
+ ],
+ )
+%>
+<%init>
+
+my %opt = @_;
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $thing = $opt{'thing'};
+my $amount_field = $opt{'amount_field'};
+my $name_singular = $opt{'name_singular'};
+
+my $title = "\u$name_singular Search Results";
+my( $count_query, $sql_query );
+if ( $cgi->param('magic') ) {
+
+ my @search = ();
+ my $orderby;
+ if ( $cgi->param('magic') eq '_date' ) {
+
+
+ if ( $cgi->param('agentnum') && $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ push @search, "agentnum = $1"; # $search{'agentnum'} = $1;
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "unknown agentnum $1" unless $agent;
+ $title = $agent->agent. " $title";
+ }
+
+ if ( $cgi->param('payby') ) {
+ $cgi->param('payby') =~
+ /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/
+ or die "illegal payby ". $cgi->param('payby');
+ push @search, "cust_$thing.payby = '$1'";
+ if ( $3 ) {
+
+ my $cardtype = $3;
+
+ my $search;
+ if ( $cardtype eq 'VisaMC' ) {
+ #avoid posix regexes for portability
+ $search =
+ " ( ( substring(cust_$thing.payinfo from 1 for 1) = '4' ".
+ " AND substring(cust_$thing.payinfo from 1 for 4) != '4936' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49030[2-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49033[5-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49110[1-2]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49117[4-9]' ".
+ " AND substring(cust_$thing.payinfo from 1 for 6) ".
+ " NOT SIMILAR TO '49118[1-2]' ".
+ " )".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '51' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '52' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '53' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '54' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '54' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '55' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2) = '36' ". #Diner's int'l processed as Visa/MC inside US
+ " ) ";
+ } elsif ( $cardtype eq 'Amex' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 2 ) = '34' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '37' ".
+ " ) ";
+ } elsif ( $cardtype eq 'Discover' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 4 ) = '6011' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '65' ".
+ " OR substring(cust_$thing.payinfo from 1 for 3 ) = '622' ". #China Union Pay processed as Discover outside CN
+ " ) ";
+ } elsif ( $cardtype eq 'Maestro' ) {
+ $search =
+ " ( substring(cust_$thing.payinfo from 1 for 2 ) = '63' ".
+ " OR substring(cust_$thing.payinfo from 1 for 2 ) = '67' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) = '564182' ".
+ " OR substring(cust_$thing.payinfo from 1 for 4 ) = '4936' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49030[2-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49033[5-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49110[1-2]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49117[4-9]' ".
+ " OR substring(cust_$thing.payinfo from 1 for 6 ) ".
+ " SIMILAR TO '49118[1-2]' ".
+ " ) ";
+ } else {
+ die "unknown card type $cardtype";
+ }
+
+ my $masksearch = $search;
+ $masksearch =~ s/cust_$thing\.payinfo/cust_$thing.paymask/gi;
+
+ push @search,
+ "( $search OR ( cust_$thing.paymask IS NOT NULL AND $masksearch ) )";
+
+ }
+ }
+
+ if ( $cgi->param('payinfo') ) {
+ $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/
+ or die "illegal payinfo ". $cgi->param('payinfo');
+ push @search, "cust_$thing.payinfo = '$1'";
+ }
+
+ my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+ push @search, "_date >= $beginning ",
+ "_date <= $ending";
+
+ push @search, FS::UI::Web::parse_lt_gt($cgi, $amount_field );
+
+ $orderby = '_date';
+
+ } elsif ( $cgi->param('magic') eq 'paybatch' ) {
+
+ $cgi->param('paybatch') =~ /^([\w\/\:\-\.]+)$/
+ or die "illegal paybatch: ". $cgi->param('paybatch');
+
+ push @search, "paybatch = '$1'";
+
+ $orderby = "LOWER(company || ' ' || last || ' ' || first )";
+
+ } else {
+ die "unknown search magic: ". $cgi->param('magic');
+ }
+
+ #here is the agent virtualization
+ push @search, $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+ my $search = ' WHERE '. join(' AND ', @search);
+
+ $count_query = "SELECT COUNT(*), SUM($amount_field) ".
+ "FROM cust_$thing LEFT JOIN cust_main USING ( custnum )".
+ $search;
+
+ $sql_query = {
+ 'table' => "cust_$thing",
+ 'select' => join(', ',
+ "cust_$thing.*",
+ 'cust_main.custnum as cust_main_custnum',
+ FS::UI::Web::cust_sql_fields(),
+ ),
+ 'hashref' => {},
+ 'extra_sql' => "$search ORDER BY $orderby",
+ 'addl_from' => 'LEFT JOIN cust_main USING ( custnum )',
+ };
+
+} else {
+
+ #hmm... is this still used?
+
+ $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo";
+ my $payinfo = $1;
+
+ $cgi->param('payby') =~ /^(\w+)$/ or die "illegal payby";
+ my $payby = $1;
+
+ $count_query = "SELECT COUNT(*), SUM($amount_field) FROM cust_$thing".
+ " WHERE payinfo = '$payinfo' AND payby = '$payby'".
+ " AND ". $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+ $sql_query = {
+ 'table' => "cust_$thing",
+ 'hashref' => { 'payinfo' => $payinfo,
+ 'payby' => $payby },
+ 'extra_sql' => $FS::CurrentUser::CurrentUser->agentnums_sql.
+ " ORDER BY _date",
+ };
+
+}
+
+my $link = '';
+if ( $thing eq 'pay' ) { #XXX no refund receipts yet
+ $link = [ "${p}view/cust_pay.html?paynum=", 'paynum' ]
+ if $FS::CurrentUser::CurrentUser->access_right('View invoices'); #XXX for now
+ #later# if $FS::CurrentUser::CurrentUser->access_right('View customer payments');
+}
+
+my $cust_link = sub {
+ my $cust_thing = shift;
+ $cust_thing->cust_main_custnum
+ ? [ "${p}view/cust_main.cgi?", 'custnum' ]
+ : '';
+};
+
+</%init>
projects / freeside.git / commitdiff