'Cancel customer',
'Complimentary customer', #aka users-allow_comp
'Delete customer', #aka. deletecustomers #Enable customer deletions. Be very careful! Deleting a customer will remove all traces that this customer ever existed! It should probably only be used when auditing a legacy database. Normally, you cancel all of a customers' packages if they cancel service.
+ 'Add customer note',
###
# customer package rights
},
{
+ 'key' => 'cust_main-use_comments',
+ 'section' => 'UI',
+ 'description' => 'Display free form comments on the customer edit screen. Useful as a scratch pad.',
+ 'type' => 'checkbox',
+ },
+
+ {
+ 'key' => 'cust_main-use_notes',
+ 'section' => 'UI',
+ 'description' => 'Display link to add timestamped and user identified customr notes. Useful in tracking who did what.',
+ 'type' => 'checkbox',
+ },
+
+ {
+ 'key' => 'cust_main_note-display_times',
+ 'section' => 'UI',
+ 'description' => 'Display full timestamps (not just dates) for customer notes.',
+ 'type' => 'checkbox',
+ },
+
+ {
'key' => 'cust_main-ticket_statuses',
'section' => 'UI',
'description' => 'Show tickets with these statuses on the customer view page.',
'index' => [ ['custnum'], ],
},
+ 'cust_main_note' => {
+ 'columns' => [
+ 'notenum', 'serial', '', '', '', '',
+ 'custnum', 'int', '', '', '', '',
+ '_date', @date_type, '', '',
+ 'otaker', 'varchar', '', 32, '', '',
+ 'comments', 'text', 'NULL', '', '', '',
+ ],
+ 'primary_key' => 'notenum',
+ 'unique' => [],
+ 'index' => [ [ 'custnum' ], [ '_date' ], ],
+ },
+
'cust_main_county' => { #county+state+country are checked off the
#cust_main_county for validation and to provide
# a tax rate.
};
}
+=item notes
+
+Returns all notes (see L<FS::cust_main_note>) for this customer.
+
+=cut
+
+sub notes {
+ my $self = shift;
+ #order by?
+ qsearch( 'cust_main_note',
+ { 'custnum' => $self->custnum },
+ '',
+ 'ORDER BY _DATE DESC'
+ );
+}
+
=item agent
Returns the agent (see L<FS::agent>) for this customer.
--- /dev/null
+package FS::cust_main_note;
+
+use strict;
+use vars qw( @ISA );
+use FS::Record qw( qsearch qsearchs );
+
+@ISA = qw(FS::Record);
+
+=head1 NAME
+
+FS::cust_main_note - Object methods for cust_main_note records
+
+=head1 SYNOPSIS
+
+ use FS::cust_main_note;
+
+ $record = new FS::cust_main_note \%hash;
+ $record = new FS::cust_main_note { 'column' => 'value' };
+
+ $error = $record->insert;
+
+ $error = $new_record->replace($old_record);
+
+ $error = $record->delete;
+
+ $error = $record->check;
+
+=head1 DESCRIPTION
+
+An FS::cust_main_note object represents a note attachted to a customer.
+FS::cust_main_note inherits from FS::Record. The following fields are
+currently supported:
+
+=over 4
+
+=item notenum - primary key
+
+=item custnum -
+
+=item _date -
+
+=item otaker -
+
+=item comments -
+
+
+=back
+
+=head1 METHODS
+
+=over 4
+
+=item new HASHREF
+
+Creates a new customer note. To add the note to the database, see L<"insert">.
+
+Note that this stores the hash reference, not a distinct copy of the hash it
+points to. You can ask the object for a copy with the I<hash> method.
+
+=cut
+
+# the new method can be inherited from FS::Record, if a table method is defined
+
+sub table { 'cust_main_note'; }
+
+=item insert
+
+Adds this record to the database. If there is an error, returns the error,
+otherwise returns false.
+
+=cut
+
+# the insert method can be inherited from FS::Record
+
+=item delete
+
+Delete this record from the database.
+
+=cut
+
+# the delete method can be inherited from FS::Record
+
+=item replace OLD_RECORD
+
+Replaces the OLD_RECORD with this one in the database. If there is an error,
+returns the error, otherwise returns false.
+
+=cut
+
+# the replace method can be inherited from FS::Record
+
+=item check
+
+Checks all fields to make sure this is a valid example. If there is
+an error, returns the error, otherwise returns false. Called by the insert
+and replace methods.
+
+=cut
+
+# the check method should currently be supplied - FS::Record contains some
+# data checking routines
+
+sub check {
+ my $self = shift;
+
+ my $error =
+ $self->ut_numbern('notenum')
+ || $self->ut_number('custnum')
+ || $self->ut_numbern('_date')
+ || $self->ut_text('otaker')
+ || $self->ut_anything('comments')
+ ;
+ return $error if $error;
+
+ $self->SUPER::check;
+}
+
+=back
+
+=head1 BUGS
+
+Lurking in the cracks.
+
+=head1 SEE ALSO
+
+L<FS::Record>, schema.html from the base documentation.
+
+=cut
+
+1;
+
t/cust_bill_pay_pkg.t
FS/cust_credit_bill_pkg.pm
t/cust_credit_bill_pkg.t
+FS/cust_main_note.pm
+t/cust_main_note.t
--- /dev/null
+BEGIN { $| = 1; print "1..1\n" }
+END {print "not ok 1\n" unless $loaded;}
+use FS::cust_main_note;
+$loaded=1;
+print "ok 1\n";
<INPUT TYPE="hidden" NAME="<% $hidden %>" VALUE="">
% }
-
+%
+% my $ro_comments = $conf->exists('cust_main-use_comments')?'':'readonly';
+% if (!$ro_comments || $cust_main->comments) {
<BR>Comments
<% &ntable("#cccccc") %>
<TR>
<TD>
- <TEXTAREA COLS=80 ROWS=5 WRAP="HARD" NAME="comments"><% $cust_main->comments %></TEXTAREA>
+ <TEXTAREA COLS=80 ROWS=5 WRAP="HARD" NAME="comments" <%$ro_comments%>><% $cust_main->comments %></TEXTAREA>
</TD>
</TR>
</TABLE>
%
+% }
%
%unless ( $custnum ) {
% # pry the wrong place for this logic. also pretty expensive
--- /dev/null
+<% include('/elements/header-popup.html', 'Add Customer Note') %>
+
+% if ( $cgi->param('error') ) {
+ <FONT SIZE="+1" COLOR="#ff0000">Error: <% $cgi->param('error') %></FONT>
+ <BR><BR>
+% }
+
+<FORM ACTION="<% popurl(1) %>process/cust_main_note.cgi" METHOD=POST>
+<INPUT TYPE="hidden" NAME="custnum" VALUE="<% $custnum %>">
+
+
+<BR><BR>
+<TEXTAREA NAME="comment" ROWS="12" COLS="60">
+<% $comment %>
+</TEXTAREA>
+
+<BR><BR>
+<INPUT TYPE="submit" VALUE="Add note">
+
+</FORM>
+</BODY>
+</HTML>
+
+<%init>
+my($custnum, $comment);
+$comment = '';
+
+if ( $cgi->param('error') ) {
+ $comment = $cgi->param('comment');
+}
+$cgi->param('custnum') =~ /^(\d+)$/;
+$custnum = $1;
+
+die "illegal query ". $cgi->keywords unless $custnum;
+
+</%init>
+
--- /dev/null
+%
+%
+%$cgi->param('custnum') =~ /^(\d+)$/
+% or die "Illegal custnum: ". $cgi->param('custnum');
+%my $custnum = $1;
+%
+%my $otaker = $FS::CurrentUser::CurrentUser->name;
+%$otaker = $FS::CurrentUser::CurrentUser->username
+% if ($otaker eq "User, Legacy");
+%
+%my $new = new FS::cust_main_note ( {
+% custnum => $custnum,
+% _date => time,
+% otaker => $otaker,
+% comments => $cgi->param('comment'),
+%} );
+%
+%my $error = $new->insert;
+%
+%if ($error) {
+% $cgi->param('error', $error);
+% print $cgi->redirect(popurl(2). 'cust_main_note.cgi?'. $cgi->query_string );
+%}
+%
+%
+<% header('Note added') %>
+ <SCRIPT TYPE="text/javascript">
+ window.top.location.reload();
+ </SCRIPT>
+
+ </BODY></HTML>
+%
+%
+
</TR>
</TABLE></TABLE>
% }
+<BR><BR>
+% my $notecount = scalar($cust_main->notes());
+% if ($conf->exists('cust_main-use_notes') || $notecount) {
+
+<A NAME="cust_main_note"><FONT SIZE="+2">Notes</FONT></A><BR>
+% if ( $curuser->access_right('Add customer note') &&
+% $conf->exists('cust_main-use_notes')
+% ) {
+
+ <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<% $p %>edit/cust_main_note.cgi?custnum=<% $cust_main->custnum %>', 616, 386, 'cust_main_note_popup' ), CAPTION, 'Enter customer note', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK); return false;">Add customer note</A>
+
+% }
+
+<BR>
+
+% if ($notecount) {
+
+<iframe src="<% $p %>view/cust_main/notes.html?custnum=<% $cust_main->custnum %>" height="186" width="616" name="cust_main_notes" frameborder="0" marginborder="0" marginheight="0" scrolling="auto">
+ <div><br>[iframe not supported]<br><br></div>
+</iframe>
+
+% } else {
+
+<BR>
+% }
+% }
+
+
% if ( $conf->config('ticket_system') ) {
<BR>
--- /dev/null
+%
+% my $conf = new FS::Conf;
+%
+% $cgi->param('custnum') =~ /^(\d+)$/
+% or die "No customer specified (bad URL)!";
+% my $custnum = $1;
+%
+% my $cust_main = qsearchs('cust_main', {'custnum' => $custnum} );
+% die "Custimer not found!" unless $cust_main;
+%
+% my (@notes) = $cust_main->notes();
+% if ( scalar(@notes) ) {
+
+<STYLE TYPE="text/css">
+
+body { background: #e8e8e8 }
+.inv table { border: none }
+.inv TH { border: none }
+.inv TD { border: none }
+
+</STYLE>
+
+<TABLE CLASS="inv" CELLSPACING=0 CELLPADDING=0 BORDER=0 >
+
+%#<% include('/elements/table-grid.html') %>
+% my $bgcolor1 = '#eeeeee';
+% my $bgcolor2 = '#ffffff';
+% my $bgcolor = '';
+%
+% foreach my $note (@notes) {
+%
+% if ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+%
+%
+
+<TR>
+ <% note_datestr($note,$conf,$bgcolor) %>
+ <TD CLASS="inv" BGCOLOR="<% $bgcolor %>">
+ <%$note->otaker%>
+ </TD>
+ <TD CLASS="inv" BGCOLOR="<% $bgcolor %>">
+ <%$note->comments%>
+ </TD>
+</TR>
+
+% } #end display notes
+
+</TABLE>
+% } else {
+
+<BR>
+% }
+%
+%#subroutines
+%
+%sub note_datestr {
+% my($note, $conf, $bgcolor) = @_ or return '';
+% my $format=qq{<TD class="inv" bgcolor="$bgcolor" align="left"><B>%b</B></TD>}.
+% qq{<TD class="inv" bgcolor="$bgcolor" align="right"><B> %o,</B></TD>}.
+% qq{<TD class="inv" bgcolor="$bgcolor" align="right"><B> %Y </B></TD>};
+% $format .= qq{<TD class="inv" bgcolor="$bgcolor" ALIGN="right"><B> %l</TD>}.
+% qq{<TD class="inv" bgcolor="$bgcolor" ALIGN="center"><B>:</B></TD>}.
+% qq{<TD class="inv" bgcolor="$bgcolor" ALIGN="left"><B>%M</B></TD>}.
+% qq{<TD class="inv" bgcolor="$bgcolor" ALIGN="left"><B> %P </B></TD>}
+% if $conf->exists('cust_main_note-display_times');
+% ( my $strip = time2str($format, $note->_date) ) =~ s/ (\d)/$1/g;
+% $strip;
+% }
+%
+
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