add customer status to advanced invoice report, RT#29810
authorIvan Kohler <ivan@freeside.biz>
Tue, 4 Nov 2014 07:12:57 +0000 (23:12 -0800)
committerIvan Kohler <ivan@freeside.biz>
Tue, 4 Nov 2014 07:12:57 +0000 (23:12 -0800)
FS/FS/cust_bill.pm
FS/FS/cust_bill/Search.pm [new file with mode: 0644]
FS/MANIFEST
httemplate/search/cust_bill.html
httemplate/search/report_cust_bill.html

index e7c799f..5be984e 100644 (file)
@@ -1,5 +1,7 @@
 package FS::cust_bill;
-use base qw( FS::Template_Mixin FS::cust_main_Mixin FS::Record );
+use base qw( FS::cust_bill::Search FS::Template_Mixin
+             FS::cust_main_Mixin FS::Record
+           );
 
 use strict;
 use vars qw( $DEBUG $me );
@@ -3333,219 +3335,6 @@ sub due_date_sql {
 ) * 86400 + cust_bill._date'
 }
 
-=item search_sql_where HASHREF
-
-Class method which returns an SQL WHERE fragment to search for parameters
-specified in HASHREF.  Valid parameters are
-
-=over 4
-
-=item _date
-
-List reference of start date, end date, as UNIX timestamps.
-
-=item invnum_min
-
-=item invnum_max
-
-=item agentnum
-
-=item charged
-
-List reference of charged limits (exclusive).
-
-=item owed
-
-List reference of charged limits (exclusive).
-
-=item open
-
-flag, return open invoices only
-
-=item net
-
-flag, return net invoices only
-
-=item days
-
-=item newest_percust
-
-=item custnum
-
-Return only invoices belonging to that customer.
-
-=item cust_classnum
-
-Limit to that customer class (single value or arrayref).
-
-=item payby
-
-Limit to customers with that payment method (single value or arrayref).
-
-=item refnum
-
-Limit to customers with that advertising source.
-
-=back
-
-Note: validates all passed-in data; i.e. safe to use with unchecked CGI params.
-
-=cut
-
-sub search_sql_where {
-  my($class, $param) = @_;
-  if ( $DEBUG ) {
-    warn "$me search_sql_where called with params: \n".
-         join("\n", map { "  $_: ". $param->{$_} } keys %$param ). "\n";
-  }
-
-  my @search = ();
-
-  #agentnum
-  if ( $param->{'agentnum'} =~ /^(\d+)$/ ) {
-    push @search, "cust_main.agentnum = $1";
-  }
-
-  #refnum
-  if ( $param->{'refnum'} =~ /^(\d+)$/ ) {
-    push @search, "cust_main.refnum = $1";
-  }
-
-  #custnum
-  if ( $param->{'custnum'} =~ /^(\d+)$/ ) {
-    push @search, "cust_bill.custnum = $1";
-  }
-
-  #customer classnum (false laziness w/ cust_main/Search.pm)
-  if ( $param->{'cust_classnum'} ) {
-
-    my @classnum = ref( $param->{'cust_classnum'} )
-                     ? @{ $param->{'cust_classnum'} }
-                     :  ( $param->{'cust_classnum'} );
-
-    @classnum = grep /^(\d*)$/, @classnum;
-
-    if ( @classnum ) {
-      push @search, '( '. join(' OR ', map {
-                                             $_ ? "cust_main.classnum = $_"
-                                                : "cust_main.classnum IS NULL"
-                                           }
-                                           @classnum
-                              ).
-                    ' )';
-    }
-
-  }
-
-  #payby
-  if ( $param->{payby} ) {
-    my $payby = $param->{payby};
-    $payby = [ $payby ] unless ref $payby;
-    my $payby_in = join(',', map {dbh->quote($_)} @$payby);
-    push @search, "cust_main.payby IN($payby_in)" if length($payby_in);
-  }
-
-  #_date
-  if ( $param->{_date} ) {
-    my($beginning, $ending) = @{$param->{_date}};
-
-    push @search, "cust_bill._date >= $beginning",
-                  "cust_bill._date <  $ending";
-  }
-
-  #invnum
-  if ( $param->{'invnum_min'} =~ /^(\d+)$/ ) {
-    push @search, "cust_bill.invnum >= $1";
-  }
-  if ( $param->{'invnum_max'} =~ /^(\d+)$/ ) {
-    push @search, "cust_bill.invnum <= $1";
-  }
-
-  #charged
-  if ( $param->{charged} ) {
-    my @charged = ref($param->{charged})
-                    ? @{ $param->{charged} }
-                    : ($param->{charged});
-
-    push @search, map { s/^charged/cust_bill.charged/; $_; }
-                      @charged;
-  }
-
-  my $owed_sql = FS::cust_bill->owed_sql;
-
-  #owed
-  if ( $param->{owed} ) {
-    my @owed = ref($param->{owed})
-                 ? @{ $param->{owed} }
-                 : ($param->{owed});
-    push @search, map { s/^owed/$owed_sql/; $_; }
-                      @owed;
-  }
-
-  #open/net flags
-  push @search, "0 != $owed_sql"
-    if $param->{'open'};
-  push @search, '0 != '. FS::cust_bill->net_sql
-    if $param->{'net'};
-
-  #days
-  push @search, "cust_bill._date < ". (time-86400*$param->{'days'})
-    if $param->{'days'};
-
-  #newest_percust
-  if ( $param->{'newest_percust'} ) {
-
-    #$distinct = 'DISTINCT ON ( cust_bill.custnum )';
-    #$orderby = 'ORDER BY cust_bill.custnum ASC, cust_bill._date DESC';
-
-    my @newest_where = map { my $x = $_;
-                             $x =~ s/\bcust_bill\./newest_cust_bill./g;
-                             $x;
-                           }
-                           grep ! /^cust_main./, @search;
-    my $newest_where = scalar(@newest_where)
-                         ? ' AND '. join(' AND ', @newest_where)
-                        : '';
-
-
-    push @search, "cust_bill._date = (
-      SELECT(MAX(newest_cust_bill._date)) FROM cust_bill AS newest_cust_bill
-        WHERE newest_cust_bill.custnum = cust_bill.custnum
-          $newest_where
-    )";
-
-  }
-
-  #promised_date - also has an option to accept nulls
-  if ( $param->{promised_date} ) {
-    my($beginning, $ending, $null) = @{$param->{promised_date}};
-
-    push @search, "(( cust_bill.promised_date >= $beginning AND ".
-                    "cust_bill.promised_date <  $ending )" .
-                    ($null ? ' OR cust_bill.promised_date IS NULL ) ' : ')');
-  }
-
-  #agent virtualization
-  my $curuser = $FS::CurrentUser::CurrentUser;
-  if ( $curuser->username eq 'fs_queue'
-       && $param->{'CurrentUser'} =~ /^(\w+)$/ ) {
-    my $username = $1;
-    my $newuser = qsearchs('access_user', {
-      'username' => $username,
-      'disabled' => '',
-    } );
-    if ( $newuser ) {
-      $curuser = $newuser;
-    } else {
-      warn "$me WARNING: (fs_queue) can't find CurrentUser $username\n";
-    }
-  }
-  push @search, $curuser->agentnums_sql;
-
-  join(' AND ', @search );
-
-}
-
 =back
 
 =head1 BUGS
diff --git a/FS/FS/cust_bill/Search.pm b/FS/FS/cust_bill/Search.pm
new file mode 100644 (file)
index 0000000..1fc818d
--- /dev/null
@@ -0,0 +1,308 @@
+package FS::cust_bill::Search;
+
+use strict;
+use FS::CurrentUser;
+use FS::UI::Web;
+use FS::Record qw( qsearchs dbh );
+use FS::cust_main;
+use FS::access_user;
+                                                                                
+=item search HASHREF                                                            
+                                                                                
+(Class method)                                                                  
+                                                                                
+Returns a qsearch hash expression to search for parameters specified in HASHREF.
+In addition to all parameters accepted by search_sql_where, the following
+additional parameters valid:
+
+=over 4                                                                         
+
+=item newest_percust
+
+=back
+
+=cut
+
+sub search {
+  my( $class, $params ) = @_;
+
+  my( $count_query, $count_addl ) = ( '', '' );
+
+  #some false laziness w/cust_bill::re_X
+
+  $count_query = "SELECT COUNT(DISTINCT cust_bill.custnum), 'N/A', 'N/A'"
+    if $params->{'newest_percust'};
+
+  my $extra_sql = FS::cust_bill->search_sql_where( $params );
+  $extra_sql = "WHERE $extra_sql" if $extra_sql;
+
+  my $join_cust_main = FS::UI::Web::join_cust_main('cust_bill');
+
+  unless ( $count_query ) {
+    $count_query = 'SELECT COUNT(*), '. join(', ',
+                     map "SUM($_)",
+                         ( 'charged',
+                           FS::cust_bill->net_sql,
+                           FS::cust_bill->owed_sql,
+                         )
+                   );
+    $count_addl = [ '$%.2f invoiced (gross)',
+                    '$%.2f invoiced (net)',
+                    '$%.2f outstanding balance',
+                  ];
+  }
+  $count_query .=  " FROM cust_bill $join_cust_main $extra_sql";
+
+  #$sql_query =
+  +{
+    'table'     => 'cust_bill',
+    'addl_from' => $join_cust_main,
+    'hashref'   => {},
+    'select'    => join(', ',
+                     'cust_bill.*',
+                     #( map "cust_main.$_", qw(custnum last first company) ),
+                     'cust_main.custnum as cust_main_custnum',
+                     FS::UI::Web::cust_sql_fields(),
+                     #$class->owed_sql. ' AS owed',
+                     #$class->net_sql.  ' AS net',
+                     FS::cust_bill->owed_sql. ' AS owed',
+                     FS::cust_bill->net_sql.  ' AS net',
+                   ),
+    'extra_sql' => $extra_sql,
+    'order_by'  => 'ORDER BY '. ( $params->{'order_by'} || 'cust_bill._date' ),
+
+    'count_query' => $count_query,
+    'count_addl'  => $count_addl,
+  };
+
+}
+
+=item search_sql_where HASHREF
+
+Class method which returns an SQL WHERE fragment to search for parameters
+specified in HASHREF.  Valid parameters are
+
+=over 4
+
+=item _date
+
+List reference of start date, end date, as UNIX timestamps.
+
+=item invnum_min
+
+=item invnum_max
+
+=item agentnum
+
+=item cust_status
+
+=item cust_classnum
+
+List reference
+
+=item charged
+
+List reference of charged limits (exclusive).
+
+=item owed
+
+List reference of charged limits (exclusive).
+
+=item open
+
+flag, return open invoices only
+
+=item net
+
+flag, return net invoices only
+
+=item days
+
+=item newest_percust
+
+=item custnum
+
+Return only invoices belonging to that customer.
+
+=item cust_classnum
+
+Limit to that customer class (single value or arrayref).
+
+=item payby
+
+Limit to customers with that payment method (single value or arrayref).
+
+=item refnum
+
+Limit to customers with that advertising source.
+
+=back
+
+Note: validates all passed-in data; i.e. safe to use with unchecked CGI params.
+
+=cut
+
+sub search_sql_where {
+  my($class, $param) = @_;
+  #if ( $cust_bill::DEBUG ) {
+  #  warn "$me search_sql_where called with params: \n".
+  #       join("\n", map { "  $_: ". $param->{$_} } keys %$param ). "\n";
+  #}
+
+  #some false laziness w/cust_bill::re_X
+
+  my @search = ();
+
+  #agentnum
+  if ( $param->{'agentnum'} =~ /^(\d+)$/ ) {
+    push @search, "cust_main.agentnum = $1";
+  }
+
+  #refnum
+  if ( $param->{'refnum'} =~ /^(\d+)$/ ) {
+    push @search, "cust_main.refnum = $1";
+  }
+
+  #custnum
+  if ( $param->{'custnum'} =~ /^(\d+)$/ ) {
+    push @search, "cust_bill.custnum = $1";
+  }
+
+  #cust_status
+  if ( $param->{'cust_status'} =~ /^([a-z]+)$/ ) {
+    push @search, FS::cust_main->cust_status_sql . " = '$1' ";
+  }
+
+  #customer classnum (false laziness w/ cust_main/Search.pm)
+  if ( $param->{'cust_classnum'} ) {
+
+    my @classnum = ref( $param->{'cust_classnum'} )
+                     ? @{ $param->{'cust_classnum'} }
+                     :  ( $param->{'cust_classnum'} );
+
+    @classnum = grep /^(\d*)$/, @classnum;
+
+    if ( @classnum ) {
+      push @search, '( '. join(' OR ', map {
+                                             $_ ? "cust_main.classnum = $_"
+                                                : "cust_main.classnum IS NULL"
+                                           }
+                                           @classnum
+                              ).
+                    ' )';
+    }
+
+  }
+
+  #payby
+  if ( $param->{payby} ) {
+    my $payby = $param->{payby};
+    $payby = [ $payby ] unless ref $payby;
+    my $payby_in = join(',', map {dbh->quote($_)} @$payby);
+    push @search, "cust_main.payby IN($payby_in)" if length($payby_in);
+  }
+
+  #_date
+  if ( $param->{_date} ) {
+    my($beginning, $ending) = @{$param->{_date}};
+
+    push @search, "cust_bill._date >= $beginning",
+                  "cust_bill._date <  $ending";
+  }
+
+  #invnum
+  if ( $param->{'invnum_min'} =~ /^\s*(\d+)\s*$/ ) {
+    push @search, "cust_bill.invnum >= $1";
+  }
+  if ( $param->{'invnum_max'} =~ /^\s*(\d+)\s*$/ ) {
+    push @search, "cust_bill.invnum <= $1";
+  }
+
+  #charged
+  if ( $param->{charged} ) {
+    my @charged = ref($param->{charged})
+                    ? @{ $param->{charged} }
+                    : ($param->{charged});
+
+    push @search, map { s/^charged/cust_bill.charged/; $_; }
+                      @charged;
+  }
+
+  my $owed_sql = FS::cust_bill->owed_sql;
+
+  #owed
+  if ( $param->{owed} ) {
+    my @owed = ref($param->{owed})
+                 ? @{ $param->{owed} }
+                 : ($param->{owed});
+    push @search, map { s/^owed/$owed_sql/; $_; }
+                      @owed;
+  }
+
+  #open/net flags
+  push @search, "0 != $owed_sql"
+    if $param->{'open'};
+  push @search, '0 != '. FS::cust_bill->net_sql
+    if $param->{'net'};
+
+  #days
+  push @search, "cust_bill._date < ". (time-86400*$param->{'days'})
+    if $param->{'days'};
+
+  #newest_percust
+  if ( $param->{'newest_percust'} ) {
+
+    #$distinct = 'DISTINCT ON ( cust_bill.custnum )';
+    #$orderby = 'ORDER BY cust_bill.custnum ASC, cust_bill._date DESC';
+
+    my @newest_where = map { my $x = $_;
+                             $x =~ s/\bcust_bill\./newest_cust_bill./g;
+                             $x;
+                           }
+                           grep ! /^cust_main./, @search;
+    my $newest_where = scalar(@newest_where)
+                         ? ' AND '. join(' AND ', @newest_where)
+                        : '';
+
+
+    push @search, "cust_bill._date = (
+      SELECT(MAX(newest_cust_bill._date)) FROM cust_bill AS newest_cust_bill
+        WHERE newest_cust_bill.custnum = cust_bill.custnum
+          $newest_where
+    )";
+
+  }
+
+  #promised_date - also has an option to accept nulls
+  if ( $param->{promised_date} ) {
+    my($beginning, $ending, $null) = @{$param->{promised_date}};
+
+    push @search, "(( cust_bill.promised_date >= $beginning AND ".
+                    "cust_bill.promised_date <  $ending )" .
+                    ($null ? ' OR cust_bill.promised_date IS NULL ) ' : ')');
+  }
+
+  #agent virtualization
+  my $curuser = $FS::CurrentUser::CurrentUser;
+  if ( $curuser->username eq 'fs_queue'
+       && $param->{'CurrentUser'} =~ /^(\w+)$/ ) {
+    my $username = $1;
+    my $newuser = qsearchs('access_user', {
+      'username' => $username,
+      'disabled' => '',
+    } );
+    if ( $newuser ) {
+      $curuser = $newuser;
+    } else {
+      #warn "$me WARNING: (fs_queue) can't find CurrentUser $username\n";
+      warn "[FS::cust_bill::Search] WARNING: (fs_queue) can't find CurrentUser $username\n";
+    }
+  }
+  push @search, $curuser->agentnums_sql;
+
+  join(' AND ', @search );
+
+}
+
+1;
+
index 4811e10..79a7dc5 100644 (file)
@@ -66,6 +66,7 @@ FS/addr_block.pm
 FS/agent.pm
 FS/agent_type.pm
 FS/cust_bill.pm
+FS/cust_bill/Search.pm
 FS/cust_bill_pkg.pm
 FS/cust_bill_pkg_detail.pm
 FS/cust_credit.pm
index 8d512f5..bd302c6 100755 (executable)
 die "access denied"
   unless $FS::CurrentUser::CurrentUser->access_right('List invoices');
 
-my $join_cust_main = FS::UI::Web::join_cust_main('cust_bill');
-#here is the agent virtualization
-my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
-
 my( $count_query, $sql_query );
 my $count_addl = '';
-my %search;
+my %search = ();
 
 if ( $cgi->param('invnum') =~ /^\s*(FS-)?(\d+)\s*$/ ) {
 
+  my $join_cust_main = FS::UI::Web::join_cust_main('cust_bill');
+  #here is the agent virtualization
+  my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
+
   my $invnum_or_invid = "( invnum = $2 OR agent_invid = $2 )";
   my $where = "WHERE $invnum_or_invid AND $agentnums_sql";
   
@@ -100,56 +100,37 @@ if ( $cgi->param('invnum') =~ /^\s*(FS-)?(\d+)\s*$/ ) {
 
 } else {
 
-  #some false laziness w/cust_bill::re_X
-  my $orderby = 'ORDER BY cust_bill._date';
-
-  if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
-    $search{'agentnum'} = $1;
-  }
-
-  if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
-    $search{'refnum'} = $1;
+  #deal with some old-style URLs
+  my($query) = $cgi->keywords;
+  if ( $query =~ /^(OPEN(\d*)_)?(invnum|date|custnum)$/ ) {
+    $search{'open'} = 1 if $1;
+    ($search{'days'}, my $field) = ($2, $3);
+    $field = "_date" if $field eq 'date';
+    $search{'order_by'} = "cust_bill.$field";
   }
 
-if ( grep { $_ eq 'cust_classnum' } $cgi->param ) {
-    $search{'cust_classnum'} = [ $cgi->param('cust_classnum') ];
-  }
+  #scalars
+  for (qw( agentnum custnum cust_status refnum invnum_min invnum_max
+           open net newest_percust 
 
-  if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
-    $search{'custnum'} = $1;
+      )) 
+  {
+    $search{$_} = $cgi->param($_) if length($cgi->param($_));
   }
 
-  # begin/end/beginning/ending
-  my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi, '');
-  $search{'_date'} = [ $beginning, $ending ]
-    unless $beginning == 0 && $ending == 4294967295;
-
-  if ( $cgi->param('invnum_min') =~ /^\s*(\d+)\s*$/ ) {
-    $search{'invnum_min'} = $1;
-  }
-  if ( $cgi->param('invnum_max') =~ /^\s*(\d+)\s*$/ ) {
-    $search{'invnum_max'} = $1;
+  #arrays
+  for my $param (qw( cust_classnum payby )) {
+  $search{$param} = [ $cgi->param($param) ]
+    if grep { $_ eq $param } $cgi->param;
   }
 
-  #amounts
+  #amounts (range)
   $search{$_} = [ FS::UI::Web::parse_lt_gt($cgi, $_) ]
     foreach qw( charged owed );
 
-  $search{'open'} = 1 if $cgi->param('open');
-  $search{'net'}  = 1 if $cgi->param('net' );
-
-  my($query) = $cgi->keywords;
-  if ( $query =~ /^(OPEN(\d*)_)?(invnum|date|custnum)$/ ) {
-    $search{'open'} = 1 if $1;
-    ($search{'days'}, my $field) = ($2, $3);
-    $field = "_date" if $field eq 'date';
-    $orderby = "ORDER BY cust_bill.$field";
-  }
-
-  if ( $cgi->param('newest_percust') ) {
-    $search{'newest_percust'} = 1;
-    $count_query = "SELECT COUNT(DISTINCT cust_bill.custnum), 'N/A', 'N/A'";
-  }
+  my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi, '');
+  $search{'_date'} = [ $beginning, $ending ]
+    unless $beginning == 0 && $ending == 4294967295;
 
   # promised date
   my $start_of_day = timelocal(0, 0, 0, (localtime(time))[3,4,5]);
@@ -170,46 +151,12 @@ if ( grep { $_ eq 'cust_classnum' } $cgi->param ) {
     }
   }
 
-  #payby
-  if ($cgi->param('payby')) {
-    $search{payby} = [ $cgi->param('payby') ];
-  }
-
-  my $extra_sql = FS::cust_bill->search_sql_where( \%search );
-  $extra_sql = "WHERE $extra_sql" if $extra_sql;
-
-  unless ( $count_query ) {
-    $count_query = 'SELECT COUNT(*), '. join(', ',
-                     map "SUM($_)",
-                         ( 'charged',
-                           FS::cust_bill->net_sql,
-                           FS::cust_bill->owed_sql,
-                         )
-                   );
-    $count_addl = [ '$%.2f invoiced (gross)',
-                    '$%.2f invoiced (net)',
-                    '$%.2f outstanding balance',
-                  ];
-  }
-  $count_query .=  " FROM cust_bill $join_cust_main $extra_sql";
-
-  $sql_query = {
-    'table'     => 'cust_bill',
-    'addl_from' => $join_cust_main,
-    'hashref'   => {},
-    'select'    => join(', ',
-                     'cust_bill.*',
-                     #( map "cust_main.$_", qw(custnum last first company) ),
-                     'cust_main.custnum as cust_main_custnum',
-                     FS::UI::Web::cust_sql_fields(),
-                     FS::cust_bill->owed_sql. ' AS owed',
-                     FS::cust_bill->net_sql.  ' AS net',
-                   ),
-    'extra_sql' => $extra_sql,
-    'order_by'  => $orderby,
-  };
+  $sql_query   = FS::cust_bill->search(\%search);
+  $count_query = delete( $sql_query->{'count_query'} );
+  $count_addl  = delete( $sql_query->{'count_addl'}  );
 
 }
+
 my $link  = [ "${p}view/cust_bill.cgi?", 'invnum', ];
 my $clink = sub {
   my $cust_bill = shift;
index 4a005e9..8734467 100644 (file)
                  'disable_empty' => 0,
   &>
 
+  <& /elements/tr-select-cust_main-status.html,
+       'label' => 'Customer status',
+       'field' => 'cust_status',
+  &>
+
   <& /elements/tr-select-cust_class.html,
       label         => mt('Customer Class'),
       field         => 'cust_classnum',