<%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', ) include( 'elements/cust_pay_or_refund.html', 'thing' => 'pay_pending', 'amount_field' => 'paid', 'name_singular' => 'pending payment', 'name_verb' => 'pending', 'disable_link' => 1, 'disable_by' => 1, 'html_init' => '', 'addl_header' => [], 'addl_fields' => [], 'redirect_empty' => $redirect_empty, ) include( 'elements/cust_pay_or_refund.html', 'table' => 'h_cust_pay', 'amount_field' => 'paid', 'name_singular' => 'payment', 'name_verb' => 'paid', 'pre_header' => [ 'Transaction', 'By' ], 'pre_fields' => [ 'history_action', 'history_user' ], ) <& search.html, 'title' => $title, # XXX: translate 'name_singular' => $name_singular, 'query' => $sql_query, 'count_query' => $count_query, 'count_addl' => \@count_addl, 'redirect_empty' => $opt{'redirect_empty'}, 'header' => \@header, 'fields' => \@fields, 'sort_fields' => \@sort_fields, 'align' => $align, 'links' => \@links, 'color' => \@color, 'style' => \@style, &> <%init> my %opt = @_; my $curuser = $FS::CurrentUser::CurrentUser; die "access denied" unless $curuser->access_right('Financial reports'); my $table = $opt{'table'} || 'cust_'.$opt{'thing'}; my $amount_field = $opt{'amount_field'}; my $name_singular = $opt{'name_singular'}; my $unapplied = $cgi->param('unapplied'); my $title = ''; $title = 'Unapplied ' if $unapplied; $title .= "\u$name_singular Search Results"; my $link = ''; if ( ( $curuser->access_right('View invoices') #XXX for now || $curuser->access_right('View customer payments') ) && ! $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; $cust_thing->cust_main_custnum ? [ "${p}view/cust_main.cgi?", 'custnum' ] : ''; }; # only valid for $table == 'cust_pay' atm my $tax_names = ''; if ( $cgi->param('tax_names') ) { if ( dbh->{Driver}->{Name} eq 'Pg' ) { $tax_names = " array_to_string( array( SELECT itemdesc FROM cust_bill_pay LEFT JOIN cust_bill_pay_pkg USING ( billpaynum ) LEFT JOIN cust_bill_pkg USING ( billpkgnum ) WHERE cust_bill_pkg.pkgnum = 0 AND cust_bill_pay.paynum = cust_pay.paynum ), '|' ) AS tax_names" ; } elsif ( dbh->{Driver}->{Name} =~ /^mysql/i ) { $tax_names = "GROUP_CONCAT(itemdesc SEPARATOR '|') AS tax_names"; } else { warn "warning: unknown database type ". dbh->{Driver}->{Name}. "omitting tax name information from report."; } } my @header = (); my @fields = (); my @sort_fields = (); my $align = ''; my @links = (); if ( $opt{'pre_header'} ) { push @header, @{ $opt{'pre_header'} }; $align .= 'c' x scalar(@{ $opt{'pre_header'} }); push @links, map '', @{ $opt{'pre_header'} }; push @fields, @{ $opt{'pre_fields'} }; push @sort_fields, @{ $opt{'pre_fields'} }; } push @header, "\u$name_singular", 'Amount', ; $align .= 'rr'; push @links, '', ''; push @fields, 'payby_payinfo_pretty', sub { sprintf('$%.2f', shift->$amount_field() ) }, ; push @sort_fields, '', $amount_field; if ( $unapplied ) { push @header, emt('Unapplied'); $align .= 'r'; push @links, ''; push @fields, sub { sprintf('$%.2f', shift->unapplied_amount) }; push @sort_fields, ''; } push @header, emt('Date'); $align .= 'r'; push @links, ''; push @fields, sub { time2str('%b %d %Y', shift->_date ) }; push @sort_fields, '_date'; unless ( $opt{'disable_by'} ) { push @header, emt('By'); $align .= 'c'; push @links, ''; push @fields, sub { my $o = shift->otaker; $o = 'auto billing' if $o eq 'fs_daily'; $o = 'customer self-service' if $o eq 'fs_selfservice'; $o; }; } if ( $tax_names ) { push @header, (emt('Tax names'), emt('Tax province')); $align .= 'cc'; push @links, ('',''); push @fields, sub { join (' + ', map { /^(.*?)(, \w\w)?$/; $1 } split('\|', shift->tax_names) ); }; push @fields, sub { join (' + ', map { if (/^(?:.*)(?:, )(\w\w)$/){ $1 } else { () } } split('\|', shift->tax_names) ); }; } push @header, FS::UI::Web::cust_header(); $align .= FS::UI::Web::cust_aligns(); push @links, map { $_ ne 'Cust. Status' ? $cust_link : '' } FS::UI::Web::cust_header(); 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 @header, @{ $opt{'addl_header'} } if $opt{'addl_header'}; push @fields, @{ $opt{'addl_fields'} } if $opt{'addl_fields'}; my( $count_query, $sql_query, @count_addl ); if ( $cgi->param('magic') ) { my @search = (); my @select = ( "$table.*", FS::UI::Web::cust_sql_fields(), 'cust_main.custnum AS cust_main_custnum', ); push @select, $tax_names if $tax_names; 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 ( $cgi->param('custnum') =~ /^(\d+)$/ ) { push @search, "custnum = $1"; } if ( $cgi->param('payby') ) { $cgi->param('payby') =~ /^(CARD|CHEK|BILL|PREP|CASH|WEST|MCRD)(-(VisaMC|Amex|Discover|Maestro))?$/ or die "illegal payby ". $cgi->param('payby'); push @search, "$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 processed as Visa/MC inside US " ) "; } 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' ) { $search = " ( substring($table.payinfo from 1 for 4 ) = '6011' ". " OR substring($table.payinfo from 1 for 2 ) = '65' ". " OR substring($table.payinfo from 1 for 3 ) = '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; push @search, "( $search OR ( $table.paymask IS NOT NULL AND $masksearch ) )"; } } if ( $cgi->param('payinfo') ) { $cgi->param('payinfo') =~ /^\s*(\d+)\s*$/ or die "illegal payinfo ". $cgi->param('payinfo'); push @search, "$table.payinfo = '$1'"; } if ( $cgi->param('usernum') =~ /^(\d+)$/ ) { push @search, "$table.usernum = $1"; } #for cust_pay_pending... statusNOT=done if ( $cgi->param('statusNOT') =~ /^(\w+)$/ ) { push @search, "status != '$1'"; } my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); push @search, "_date >= $beginning ", "_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 <= $v_ending"; } push @search, FS::UI::Web::parse_lt_gt($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'); } #unapplied payment/refund if ( $unapplied ) { push @select, '(' . "FS::$table"->unapplied_sql . ') AS unapplied_amount'; push @search, "FS::$table"->unapplied_sql . ' > 0'; } #for the history search if ( $cgi->param('history_action') =~ /^([\w,]+)$/ ) { my @history_action = split(/,/, $1); push @search, 'history_action IN ('. join(',', map "'$_'", @history_action ). ')'; } if ( $cgi->param('history_date_beginning') || $cgi->param('history_date_ending') ) { my($h_beginning, $h_ending) = FS::UI::Web::parse_beginning_ending($cgi, 'history_date'); push @search, "history_date >= $h_beginning ", "history_date <= $h_ending"; } #here is the agent virtualization push @search, $curuser->agentnums_sql; my $addl_from = ' LEFT JOIN cust_main USING ( custnum ) '; my $group_by = ''; if ( $cgi->param('tax_names') ) { if ( dbh->{Driver}->{Name} eq 'Pg' ) { 0;#twiddle thumbs } elsif ( dbh->{Driver}->{Name} =~ /^mysql/i ) { $addl_from .= "LEFT JOIN cust_bill_pay USING ( paynum ) LEFT JOIN cust_bill_pay_pkg USING ( billpaynum ) LEFT JOIN cust_bill_pkg USING ( billpkgnum ) AS tax_names"; $group_by .= "GROUP BY $table.*,cust_main_custnum,". FS::UI::Web::cust_sql_fields(); push @search, "( cust_bill_pkg.pkgnum = 0 OR cust_bill_pkg.pkgnum is NULL )"; } else { warn "warning: unknown database type ". dbh->{Driver}->{Name}. "omitting tax name information from report."; } } my $search = ' WHERE '. join(' AND ', @search); $count_query = "SELECT COUNT(*), SUM($amount_field) "; $count_query .= ', SUM(' . "FS::$table"->unapplied_sql . ') ' if $unapplied; $count_query .= "FROM $table $addl_from". "$search $group_by"; @count_addl = ( '$%.2f total '.$opt{name_verb} ); push @count_addl, '$%.2f unapplied' if $unapplied; $sql_query = { 'table' => $table, 'select' => join(', ', @select), 'hashref' => {}, 'extra_sql' => "$search $group_by", 'order_by' => "ORDER BY $orderby", 'addl_from' => $addl_from, }; } 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 $table". " WHERE payinfo = '$payinfo' AND payby = '$payby'". " AND ". $curuser->agentnums_sql; @count_addl = ( '$%.2f total '.$opt{name_verb} ); $sql_query = { 'table' => $table, 'hashref' => { 'payinfo' => $payinfo, 'payby' => $payby }, 'extra_sql' => $curuser->agentnums_sql. " ORDER BY _date", }; } # for consistency $title = join('',map {ucfirst} split(/\b/,$title));