From: khoff Date: Sun, 4 May 2003 20:58:01 +0000 (+0000) Subject: proposed cust_main.cgi X-Git-Tag: freeside_1_5_0pre2~44 X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=commitdiff_plain;h=903fb4a4509866ffaba09bf09fe535ba3ae02400 proposed cust_main.cgi --- diff --git a/httemplate/view/cust_main_alt.cgi b/httemplate/view/cust_main_alt.cgi new file mode 100644 index 000000000..80fa49e04 --- /dev/null +++ b/httemplate/view/cust_main_alt.cgi @@ -0,0 +1,819 @@ + +<% + +my $conf = new FS::Conf; + +#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) +)); + +print < +.package TH { font-size: medium } +.package TR { font-size: smaller } +.package .datehdr TH { font-size: smaller } +.package .pkgnum { font-size: medium } +.package .provision { font-size: larger; color: red; font-weight: bold } + +END + +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 < +function cancel_areyousure(href) { + if (confirm("Perminantly delete all services and cancel this customer?") == true) + window.location.href = href; +} + +END + +print qq! | !. + 'Cancel this customer' + if $cust_main->ncancelled_pkgs; + +print qq! | !. + 'Delete this customer' + if $conf->exists('deletecustomers'); + +unless ( $conf->exists('disable_customer_referrals') ) { + print qq! | !, + qq!Refer a new customer!; + + print qq! | !, + qq!View this customer's referrals!; +} + +print '

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

"; +} + +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, + '', + ; + my $daytime_label = FS::Msgcat::_gettext('daytime') || 'Day Phone'; + my $night_label = FS::Msgcat::_gettext('night') || 'Night Phone'; + print ''. $daytime_label. + '', + $cust_main->daytime || ' ', '', + ''. $night_label. + '', + $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 ''. $daytime_label. '', + '', + $cust_main->get("${pre}daytime") || ' ', '', + ''. $night_label. ''. + '', + $cust_main->get("${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' || $cust_main->payby eq 'DCRD' ) { + my $payinfo = $cust_main->payinfo; + $payinfo = 'x'x(length($payinfo)-4). substr($payinfo,(length($payinfo)-4)); + print 'Credit card ', + ( $cust_main->payby eq 'CARD' ? '(automatic)' : '(on-demand)' ), + '', + 'Card number', + $payinfo, '', + 'Expiration', + $cust_main->paydate, '', + 'Name on card', + $cust_main->payname, '' + ; + } elsif ( $cust_main->payby eq 'CHEK' || $cust_main->payby eq 'DCHK') { + my( $account, $aba ) = split('@', $cust_main->payinfo ); + print 'Electronic check', + ( $cust_main->payby eq 'CHEK' ? '(automatic)' : '(on-demand)' ), + '', + 'Account number', + $account, '', + 'ABA/Routing code', + $aba, '', + 'Bank name', + $cust_main->payname, '' + ; + } elsif ( $cust_main->payby eq 'LECB' ) { + $cust_main->payinfo =~ /^(\d{3})(\d{3})(\d{4})$/; + my $payinfo = "$1-$2-$3"; + print 'Phone bill billing', + 'Phone number', + $payinfo, '', + ; + } 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 ""; + +} + +print ''; + +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!

!; + +} + +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) )!, +; + +#begin display packages + +#get package info + +my $packages = get_packages(); + +if ( @$packages ) { +%> + + + + + + + + + + + + + + +<% +foreach my $pkg (sort pkgsort_pkgnum_cancel @$packages) { + my $rowspan = 0; + + if ($pkg->{cancel}) { + $rowspan = 0; + } else { + foreach my $svcpart (@{$pkg->{svcparts}}) { + $rowspan += $svcpart->{count}; + $rowspan++ if ($svcpart->{count} < $svcpart->{quantity}); + } + } + +%> + + + + +<% + foreach (qw(setup last_bill next_bill susp expire cancel)) { + print qq! \n!; + } + + if ($rowspan == 0) { print qq!\n!; next; } + + my $cnt = 0; + foreach my $svcpart (sort {$a->{svcpart} <=> $b->{svcpart}} @{$pkg->{svcparts}}) { + foreach my $service (@{$svcpart->{services}}) { + print '' if ($cnt > 0); +%> + + + +<% + $cnt++; + } + if ($svcpart->{count} < $svcpart->{quantity}) { + print qq!\n! if ($cnt > 0); + print qq! \n\n!; + } + } +} +print '
PackageDatesServices
SetupLast billNext billSusp.ExpireCancel
CLASS="pkgnum"><%=$pkg->{pkgnum}%>> + <%=$pkg->{pkg}%> - <%=$pkg->{comment}%> ( <%=pkg_details_link($pkg)%> )
+<% unless ($pkg->{cancel}) { %> + ( <%=pkg_change_link($pkg)%> ) + ( <%=($pkg->{susp}) ? pkg_unsuspend_link($pkg) : pkg_suspend_link($pkg)%> | <%=pkg_cancel_link($pkg)%> ) + ( <%=pkg_dates_link($pkg)%> | <%=pkg_customize_link($pkg)%> ) +<% } %> + 		! . pkg_datestr($pkg,$_) . qq!
<%=svc_link($svcpart,$service)%><%=svc_label_link($svcpart,$service)%>
( <%=svc_unprovision_link($service)%> )
!.svc_provision_link($pkg,$svcpart).qq!
' +} + +#end display packages + + +print < +function cust_pay_areyousure(href) { + if (confirm("Are you sure you want to delete this payment?") + == true) + window.location.href = href; +} +function cust_pay_unapply_areyousure(href) { + if (confirm("Are you sure you want to unapply 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)! + : ''; + my $unapply = + $payment->closed !~ /^Y/i && $conf->exists('unapplypayments') + ? qq! (unapply)! + : ''; + push @history, + "$date\tPayment, Invoice #$invnum ($payby$payinfo)$delete$unapply\t\t$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) : '' ), + "", + "\$" . $balance, + "", + "\n"; + } + + print ""; + +} + +print ''; + +#subroutiens +sub keyfield_numerically { (split(/\t/,$a))[0] <=> (split(/\t/,$b))[0]; } + +%> + +<% + + +sub get_packages { + +my @packages = (); + +foreach my $cust_pkg (($conf->exists('hidecancelledpackages') ? ($cust_main->ncancelled_pkgs) + : ($cust_main->all_pkgs))) { + + my $part_pkg = $cust_pkg->part_pkg; + + my %pkg = (); + $pkg{pkgnum} = $cust_pkg->pkgnum; + $pkg{pkg} = $part_pkg->pkg; + $pkg{pkgpart} = $part_pkg->pkgpart; + $pkg{comment} = $part_pkg->getfield('comment'); + $pkg{setup} = $cust_pkg->getfield('setup'); + $pkg{last_bill} = $cust_pkg->getfield('last_bill'); + $pkg{next_bill} = $cust_pkg->getfield('bill'); + $pkg{susp} = $cust_pkg->getfield('susp'); + $pkg{expire} = $cust_pkg->getfield('expire'); + $pkg{cancel} = $cust_pkg->getfield('cancel'); + + $pkg{svcparts} = []; + + foreach my $pkg_svc (qsearch('pkg_svc', { 'pkgpart' => $part_pkg->pkgpart })) { + + next if ($pkg_svc->quantity == 0); + + my $part_svc = qsearchs('part_svc', { 'svcpart' => $pkg_svc->svcpart }); + + my $svcpart = {}; + $svcpart->{svcpart} = $part_svc->svcpart; + $svcpart->{svc} = $part_svc->svc; + $svcpart->{svcdb} = $part_svc->svcdb; + $svcpart->{quantity} = $pkg_svc->quantity; + $svcpart->{count} = 0; + + $svcpart->{services} = []; + + foreach my $cust_svc (qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum, + 'svcpart' => $part_svc->svcpart } )) { + + my $svc = {}; + $svc->{svcnum} = $cust_svc->svcnum; + $svc->{label} = ($cust_svc->label)[1]; + + push @{$svcpart->{services}}, $svc; + + $svcpart->{count}++; + + } + + push @{$pkg{svcparts}}, $svcpart; + + } + + push @packages, \%pkg; + +} + +return \@packages; + +} + +sub svc_link { + + my ($svcpart, $svc) = (shift,shift) or return ''; + return qq!$svcpart->{svc}!; + +} + +sub svc_label_link { + + my ($svcpart, $svc) = (shift,shift) or return ''; + return qq!$svc->{label}!; + +} + +sub svc_provision_link { + my ($pkg, $svcpart) = (shift,shift) or return ''; + return qq!! . + qq!Provision $svcpart->{svc} (! . ($svcpart->{quantity} - $svcpart->{count}) . qq!)!; +} + +sub svc_unprovision_link { + my $svc = shift or return ''; + return qq!Unprovision!; +} + +# This should be generalized to use config options to determine order. +sub pkgsort_pkgnum_cancel { + if ($a->{cancel} and $b->{cancel}) { + return ($a->{pkgnum} <=> $b->{pkgnum}); + } elsif ($a->{cancel} or $b->{cancel}) { + return (-1) if ($b->{cancel}); + return (1) if ($a->{cancel}); + return (0); + } else { + return($a->{pkgnum} <=> $b->{pkgnum}); + } +} + +sub pkg_datestr { + my ($pkg,$field) = (shift,shift) or return ''; + return $pkg->{$field} ? time2str('%D
%l:%M:%S%P %z', + $pkg->{$field}) + : ' '; +} + +sub pkg_details_link { + my $pkg = shift or return ''; + return qq!Details!; +} + +sub pkg_change_link { + my $pkg = shift or return ''; + return qq!Change package!; +} + +sub pkg_suspend_link { + my $pkg = shift or return ''; + return qq!Suspend!; +} + +sub pkg_unsuspend_link { + my $pkg = shift or return ''; + return qq!Unsuspend!; +} + +sub pkg_cancel_link { + my $pkg = shift or return ''; + return qq!Cancel!; +} + +sub pkg_dates_link { + my $pkg = shift or return ''; + return qq!Edit dates!; +} + +sub pkg_customize_link { + my $pkg = shift or return ''; + return qq!Customize!; +} + +%> +