4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
25 use FS::UID qw( getotaker dbh );
26 use FS::Record qw( qsearchs qsearch dbdef );
27 use FS::Misc qw( send_email );
28 use FS::Msgcat qw(gettext);
32 use FS::cust_bill_pkg;
34 use FS::cust_pay_void;
37 use FS::part_referral;
38 use FS::cust_main_county;
40 use FS::cust_main_invoice;
41 use FS::cust_credit_bill;
42 use FS::cust_bill_pay;
43 use FS::prepay_credit;
46 use FS::part_bill_event qw(due_events);
47 use FS::cust_bill_event;
48 use FS::cust_tax_exempt;
49 use FS::cust_tax_exempt_pkg;
51 use FS::payment_gateway;
52 use FS::agent_payment_gateway;
54 use FS::payinfo_Mixin;
56 @ISA = qw( FS::Record FS::payinfo_Mixin );
58 @EXPORT_OK = qw( smart_search );
60 $realtime_bop_decline_quiet = 0;
62 # 1 is mostly method/subroutine entry and options
63 # 2 traces progress of some operations
64 # 3 is even more information including possibly sensitive data
66 $me = '[FS::cust_main]';
70 $ignore_expired_card = 0;
72 @encrypted_fields = ('payinfo', 'paycvv');
73 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
75 #ask FS::UID to run this stuff for us later
76 #$FS::UID::callback{'FS::cust_main'} = sub {
77 install_callback FS::UID sub {
79 #yes, need it for stuff below (prolly should be cached)
84 my ( $hashref, $cache ) = @_;
85 if ( exists $hashref->{'pkgnum'} ) {
86 #@{ $self->{'_pkgnum'} } = ();
87 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
88 $self->{'_pkgnum'} = $subcache;
89 #push @{ $self->{'_pkgnum'} },
90 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
96 FS::cust_main - Object methods for cust_main records
102 $record = new FS::cust_main \%hash;
103 $record = new FS::cust_main { 'column' => 'value' };
105 $error = $record->insert;
107 $error = $new_record->replace($old_record);
109 $error = $record->delete;
111 $error = $record->check;
113 @cust_pkg = $record->all_pkgs;
115 @cust_pkg = $record->ncancelled_pkgs;
117 @cust_pkg = $record->suspended_pkgs;
119 $error = $record->bill;
120 $error = $record->bill %options;
121 $error = $record->bill 'time' => $time;
123 $error = $record->collect;
124 $error = $record->collect %options;
125 $error = $record->collect 'invoice_time' => $time,
130 An FS::cust_main object represents a customer. FS::cust_main inherits from
131 FS::Record. The following fields are currently supported:
135 =item custnum - primary key (assigned automatically for new customers)
137 =item agentnum - agent (see L<FS::agent>)
139 =item refnum - Advertising source (see L<FS::part_referral>)
145 =item ss - social security number (optional)
147 =item company - (optional)
151 =item address2 - (optional)
155 =item county - (optional, see L<FS::cust_main_county>)
157 =item state - (see L<FS::cust_main_county>)
161 =item country - (see L<FS::cust_main_county>)
163 =item daytime - phone (optional)
165 =item night - phone (optional)
167 =item fax - phone (optional)
169 =item ship_first - name
171 =item ship_last - name
173 =item ship_company - (optional)
177 =item ship_address2 - (optional)
181 =item ship_county - (optional, see L<FS::cust_main_county>)
183 =item ship_state - (see L<FS::cust_main_county>)
187 =item ship_country - (see L<FS::cust_main_county>)
189 =item ship_daytime - phone (optional)
191 =item ship_night - phone (optional)
193 =item ship_fax - phone (optional)
195 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
197 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
199 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
203 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
205 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
207 =item paystart_month - start date month (maestro/solo cards only)
209 =item paystart_year - start date year (maestro/solo cards only)
211 =item payissue - issue number (maestro/solo cards only)
213 =item payname - name on card or billing name
215 =item payip - IP address from which payment information was received
217 =item tax - tax exempt, empty or `Y'
219 =item otaker - order taker (assigned automatically, see L<FS::UID>)
221 =item comments - comments (optional)
223 =item referral_custnum - referring customer number
225 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
235 Creates a new customer. To add the customer to the database, see L<"insert">.
237 Note that this stores the hash reference, not a distinct copy of the hash it
238 points to. You can ask the object for a copy with the I<hash> method.
242 sub table { 'cust_main'; }
244 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
246 Adds this customer to the database. If there is an error, returns the error,
247 otherwise returns false.
249 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
250 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
251 are inserted atomicly, or the transaction is rolled back. Passing an empty
252 hash reference is equivalent to not supplying this parameter. There should be
253 a better explanation of this, but until then, here's an example:
256 tie %hash, 'Tie::RefHash'; #this part is important
258 $cust_pkg => [ $svc_acct ],
261 $cust_main->insert( \%hash );
263 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
264 be set as the invoicing list (see L<"invoicing_list">). Errors return as
265 expected and rollback the entire transaction; it is not necessary to call
266 check_invoicing_list first. The invoicing_list is set after the records in the
267 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
268 invoicing_list destination to the newly-created svc_acct. Here's an example:
270 $cust_main->insert( {}, [ $email, 'POST' ] );
272 Currently available options are: I<depend_jobnum> and I<noexport>.
274 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
275 on the supplied jobnum (they will not run until the specific job completes).
276 This can be used to defer provisioning until some action completes (such
277 as running the customer's credit card successfully).
279 The I<noexport> option is deprecated. If I<noexport> is set true, no
280 provisioning jobs (exports) are scheduled. (You can schedule them later with
281 the B<reexport> method.)
287 my $cust_pkgs = @_ ? shift : {};
288 my $invoicing_list = @_ ? shift : '';
290 warn "$me insert called with options ".
291 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
294 local $SIG{HUP} = 'IGNORE';
295 local $SIG{INT} = 'IGNORE';
296 local $SIG{QUIT} = 'IGNORE';
297 local $SIG{TERM} = 'IGNORE';
298 local $SIG{TSTP} = 'IGNORE';
299 local $SIG{PIPE} = 'IGNORE';
301 my $oldAutoCommit = $FS::UID::AutoCommit;
302 local $FS::UID::AutoCommit = 0;
305 my $prepay_identifier = '';
306 my( $amount, $seconds ) = ( 0, 0 );
308 if ( $self->payby eq 'PREPAY' ) {
310 $self->payby('BILL');
311 $prepay_identifier = $self->payinfo;
314 warn " looking up prepaid card $prepay_identifier\n"
317 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
319 $dbh->rollback if $oldAutoCommit;
320 #return "error applying prepaid card (transaction rolled back): $error";
324 $payby = 'PREP' if $amount;
326 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
329 $self->payby('BILL');
330 $amount = $self->paid;
334 warn " inserting $self\n"
337 $self->signupdate(time) unless $self->signupdate;
339 my $error = $self->SUPER::insert;
341 $dbh->rollback if $oldAutoCommit;
342 #return "inserting cust_main record (transaction rolled back): $error";
346 warn " setting invoicing list\n"
349 if ( $invoicing_list ) {
350 $error = $self->check_invoicing_list( $invoicing_list );
352 $dbh->rollback if $oldAutoCommit;
353 return "checking invoicing_list (transaction rolled back): $error";
355 $self->invoicing_list( $invoicing_list );
358 if ( $conf->config('cust_main-skeleton_tables')
359 && $conf->config('cust_main-skeleton_custnum') ) {
361 warn " inserting skeleton records\n"
364 my $error = $self->start_copy_skel;
366 $dbh->rollback if $oldAutoCommit;
372 warn " ordering packages\n"
375 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
377 $dbh->rollback if $oldAutoCommit;
382 $dbh->rollback if $oldAutoCommit;
383 return "No svc_acct record to apply pre-paid time";
387 warn " inserting initial $payby payment of $amount\n"
389 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
391 $dbh->rollback if $oldAutoCommit;
392 return "inserting payment (transaction rolled back): $error";
396 unless ( $import || $skip_fuzzyfiles ) {
397 warn " queueing fuzzyfiles update\n"
399 $error = $self->queue_fuzzyfiles_update;
401 $dbh->rollback if $oldAutoCommit;
402 return "updating fuzzy search cache: $error";
406 warn " insert complete; committing transaction\n"
409 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
414 sub start_copy_skel {
417 #'mg_user_preference' => {},
418 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
419 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
420 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
421 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
422 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
425 _copy_skel( 'cust_main', #tablename
426 $conf->config('cust_main-skeleton_custnum'), #sourceid
427 $self->custnum, #destid
428 @tables, #child tables
432 #recursive subroutine, not a method
434 my( $table, $sourceid, $destid, %child_tables ) = @_;
437 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
438 ( $table, $primary_key ) = ( $1, $2 );
440 my $dbdef_table = dbdef->table($table);
441 $primary_key = $dbdef_table->primary_key
442 or return "$table has no primary key".
443 " (or do you need to run dbdef-create?)";
446 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
447 join (', ', keys %child_tables). "\n"
450 foreach my $child_table_def ( keys %child_tables ) {
454 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
455 ( $child_table, $child_pkey ) = ( $1, $2 );
457 $child_table = $child_table_def;
459 $child_pkey = dbdef->table($child_table)->primary_key;
460 # or return "$table has no primary key".
461 # " (or do you need to run dbdef-create?)\n";
465 if ( keys %{ $child_tables{$child_table_def} } ) {
467 return "$child_table has no primary key".
468 " (run dbdef-create or try specifying it?)\n"
471 #false laziness w/Record::insert and only works on Pg
472 #refactor the proper last-inserted-id stuff out of Record::insert if this
473 # ever gets use for anything besides a quick kludge for one customer
474 my $default = dbdef->table($child_table)->column($child_pkey)->default;
475 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
476 or return "can't parse $child_table.$child_pkey default value ".
477 " for sequence name: $default";
482 my @sel_columns = grep { $_ ne $primary_key }
483 dbdef->table($child_table)->columns;
484 my $sel_columns = join(', ', @sel_columns );
486 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
487 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
488 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
490 my $sel_st = "SELECT $sel_columns FROM $child_table".
491 " WHERE $primary_key = $sourceid";
494 my $sel_sth = dbh->prepare( $sel_st )
495 or return dbh->errstr;
497 $sel_sth->execute or return $sel_sth->errstr;
499 while ( my $row = $sel_sth->fetchrow_hashref ) {
501 warn " selected row: ".
502 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
506 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
507 my $ins_sth =dbh->prepare($statement)
508 or return dbh->errstr;
509 my @param = ( $destid, map $row->{$_}, @ins_columns );
510 warn " $statement: [ ". join(', ', @param). " ]\n"
512 $ins_sth->execute( @param )
513 or return $ins_sth->errstr;
515 #next unless keys %{ $child_tables{$child_table} };
516 next unless $sequence;
518 #another section of that laziness
519 my $seq_sql = "SELECT currval('$sequence')";
520 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
521 $seq_sth->execute or return $seq_sth->errstr;
522 my $insertid = $seq_sth->fetchrow_arrayref->[0];
524 # don't drink soap! recurse! recurse! okay!
526 _copy_skel( $child_table_def,
527 $row->{$child_pkey}, #sourceid
529 %{ $child_tables{$child_table_def} },
531 return $error if $error;
541 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
543 Like the insert method on an existing record, this method orders a package
544 and included services atomicaly. Pass a Tie::RefHash data structure to this
545 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
546 be a better explanation of this, but until then, here's an example:
549 tie %hash, 'Tie::RefHash'; #this part is important
551 $cust_pkg => [ $svc_acct ],
554 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
556 Services can be new, in which case they are inserted, or existing unaudited
557 services, in which case they are linked to the newly-created package.
559 Currently available options are: I<depend_jobnum> and I<noexport>.
561 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
562 on the supplied jobnum (they will not run until the specific job completes).
563 This can be used to defer provisioning until some action completes (such
564 as running the customer's credit card successfully).
566 The I<noexport> option is deprecated. If I<noexport> is set true, no
567 provisioning jobs (exports) are scheduled. (You can schedule them later with
568 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
569 on the cust_main object is not recommended, as existing services will also be
576 my $cust_pkgs = shift;
579 my %svc_options = ();
580 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
581 if exists $options{'depend_jobnum'};
582 warn "$me order_pkgs called with options ".
583 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
586 local $SIG{HUP} = 'IGNORE';
587 local $SIG{INT} = 'IGNORE';
588 local $SIG{QUIT} = 'IGNORE';
589 local $SIG{TERM} = 'IGNORE';
590 local $SIG{TSTP} = 'IGNORE';
591 local $SIG{PIPE} = 'IGNORE';
593 my $oldAutoCommit = $FS::UID::AutoCommit;
594 local $FS::UID::AutoCommit = 0;
597 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
599 foreach my $cust_pkg ( keys %$cust_pkgs ) {
600 $cust_pkg->custnum( $self->custnum );
601 my $error = $cust_pkg->insert;
603 $dbh->rollback if $oldAutoCommit;
604 return "inserting cust_pkg (transaction rolled back): $error";
606 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
607 if ( $svc_something->svcnum ) {
608 my $old_cust_svc = $svc_something->cust_svc;
609 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
610 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
611 $error = $new_cust_svc->replace($old_cust_svc);
613 $svc_something->pkgnum( $cust_pkg->pkgnum );
614 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
615 $svc_something->seconds( $svc_something->seconds + $$seconds );
618 $error = $svc_something->insert(%svc_options);
621 $dbh->rollback if $oldAutoCommit;
622 #return "inserting svc_ (transaction rolled back): $error";
628 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
632 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
634 Recharges this (existing) customer with the specified prepaid card (see
635 L<FS::prepay_credit>), specified either by I<identifier> or as an
636 FS::prepay_credit object. If there is an error, returns the error, otherwise
639 Optionally, four scalar references can be passed as well. They will have their
640 values filled in with the amount, number of seconds, and number of upload and
641 download bytes applied by this prepaid
646 sub recharge_prepay {
647 my( $self, $prepay_credit, $amountref, $secondsref,
648 $upbytesref, $downbytesref, $totalbytesref ) = @_;
650 local $SIG{HUP} = 'IGNORE';
651 local $SIG{INT} = 'IGNORE';
652 local $SIG{QUIT} = 'IGNORE';
653 local $SIG{TERM} = 'IGNORE';
654 local $SIG{TSTP} = 'IGNORE';
655 local $SIG{PIPE} = 'IGNORE';
657 my $oldAutoCommit = $FS::UID::AutoCommit;
658 local $FS::UID::AutoCommit = 0;
661 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
663 my $error = $self->get_prepay($prepay_credit, \$amount,
664 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
665 || $self->increment_seconds($seconds)
666 || $self->increment_upbytes($upbytes)
667 || $self->increment_downbytes($downbytes)
668 || $self->increment_totalbytes($totalbytes)
669 || $self->insert_cust_pay_prepay( $amount,
671 ? $prepay_credit->identifier
676 $dbh->rollback if $oldAutoCommit;
680 if ( defined($amountref) ) { $$amountref = $amount; }
681 if ( defined($secondsref) ) { $$secondsref = $seconds; }
682 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
683 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
684 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
686 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
691 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
693 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
694 specified either by I<identifier> or as an FS::prepay_credit object.
696 References to I<amount> and I<seconds> scalars should be passed as arguments
697 and will be incremented by the values of the prepaid card.
699 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
700 check or set this customer's I<agentnum>.
702 If there is an error, returns the error, otherwise returns false.
708 my( $self, $prepay_credit, $amountref, $secondsref,
709 $upref, $downref, $totalref) = @_;
711 local $SIG{HUP} = 'IGNORE';
712 local $SIG{INT} = 'IGNORE';
713 local $SIG{QUIT} = 'IGNORE';
714 local $SIG{TERM} = 'IGNORE';
715 local $SIG{TSTP} = 'IGNORE';
716 local $SIG{PIPE} = 'IGNORE';
718 my $oldAutoCommit = $FS::UID::AutoCommit;
719 local $FS::UID::AutoCommit = 0;
722 unless ( ref($prepay_credit) ) {
724 my $identifier = $prepay_credit;
726 $prepay_credit = qsearchs(
728 { 'identifier' => $prepay_credit },
733 unless ( $prepay_credit ) {
734 $dbh->rollback if $oldAutoCommit;
735 return "Invalid prepaid card: ". $identifier;
740 if ( $prepay_credit->agentnum ) {
741 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
742 $dbh->rollback if $oldAutoCommit;
743 return "prepaid card not valid for agent ". $self->agentnum;
745 $self->agentnum($prepay_credit->agentnum);
748 my $error = $prepay_credit->delete;
750 $dbh->rollback if $oldAutoCommit;
751 return "removing prepay_credit (transaction rolled back): $error";
754 $$amountref += $prepay_credit->amount;
755 $$secondsref += $prepay_credit->seconds;
756 $$upref += $prepay_credit->upbytes;
757 $$downref += $prepay_credit->downbytes;
758 $$totalref += $prepay_credit->totalbytes;
760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
765 =item increment_upbytes SECONDS
767 Updates this customer's single or primary account (see L<FS::svc_acct>) by
768 the specified number of upbytes. If there is an error, returns the error,
769 otherwise returns false.
773 sub increment_upbytes {
774 _increment_column( shift, 'upbytes', @_);
777 =item increment_downbytes SECONDS
779 Updates this customer's single or primary account (see L<FS::svc_acct>) by
780 the specified number of downbytes. If there is an error, returns the error,
781 otherwise returns false.
785 sub increment_downbytes {
786 _increment_column( shift, 'downbytes', @_);
789 =item increment_totalbytes SECONDS
791 Updates this customer's single or primary account (see L<FS::svc_acct>) by
792 the specified number of totalbytes. If there is an error, returns the error,
793 otherwise returns false.
797 sub increment_totalbytes {
798 _increment_column( shift, 'totalbytes', @_);
801 =item increment_seconds SECONDS
803 Updates this customer's single or primary account (see L<FS::svc_acct>) by
804 the specified number of seconds. If there is an error, returns the error,
805 otherwise returns false.
809 sub increment_seconds {
810 _increment_column( shift, 'seconds', @_);
813 =item _increment_column AMOUNT
815 Updates this customer's single or primary account (see L<FS::svc_acct>) by
816 the specified number of seconds or bytes. If there is an error, returns
817 the error, otherwise returns false.
821 sub _increment_column {
822 my( $self, $column, $amount ) = @_;
823 warn "$me increment_column called: $column, $amount\n"
826 return '' unless $amount;
828 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
829 $self->ncancelled_pkgs;
832 return 'No packages with primary or single services found'.
833 ' to apply pre-paid time';
834 } elsif ( scalar(@cust_pkg) > 1 ) {
835 #maybe have a way to specify the package/account?
836 return 'Multiple packages found to apply pre-paid time';
839 my $cust_pkg = $cust_pkg[0];
840 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
844 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
847 return 'No account found to apply pre-paid time';
848 } elsif ( scalar(@cust_svc) > 1 ) {
849 return 'Multiple accounts found to apply pre-paid time';
852 my $svc_acct = $cust_svc[0]->svc_x;
853 warn " found service svcnum ". $svc_acct->pkgnum.
854 ' ('. $svc_acct->email. ")\n"
857 $column = "increment_$column";
858 $svc_acct->$column($amount);
862 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
864 Inserts a prepayment in the specified amount for this customer. An optional
865 second argument can specify the prepayment identifier for tracking purposes.
866 If there is an error, returns the error, otherwise returns false.
870 sub insert_cust_pay_prepay {
871 shift->insert_cust_pay('PREP', @_);
874 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
876 Inserts a cash payment in the specified amount for this customer. An optional
877 second argument can specify the payment identifier for tracking purposes.
878 If there is an error, returns the error, otherwise returns false.
882 sub insert_cust_pay_cash {
883 shift->insert_cust_pay('CASH', @_);
886 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
888 Inserts a Western Union payment in the specified amount for this customer. An
889 optional second argument can specify the prepayment identifier for tracking
890 purposes. If there is an error, returns the error, otherwise returns false.
894 sub insert_cust_pay_west {
895 shift->insert_cust_pay('WEST', @_);
898 sub insert_cust_pay {
899 my( $self, $payby, $amount ) = splice(@_, 0, 3);
900 my $payinfo = scalar(@_) ? shift : '';
902 my $cust_pay = new FS::cust_pay {
903 'custnum' => $self->custnum,
904 'paid' => sprintf('%.2f', $amount),
905 #'_date' => #date the prepaid card was purchased???
907 'payinfo' => $payinfo,
915 This method is deprecated. See the I<depend_jobnum> option to the insert and
916 order_pkgs methods for a better way to defer provisioning.
918 Re-schedules all exports by calling the B<reexport> method of all associated
919 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
920 otherwise returns false.
927 carp "WARNING: FS::cust_main::reexport is deprectated; ".
928 "use the depend_jobnum option to insert or order_pkgs to delay export";
930 local $SIG{HUP} = 'IGNORE';
931 local $SIG{INT} = 'IGNORE';
932 local $SIG{QUIT} = 'IGNORE';
933 local $SIG{TERM} = 'IGNORE';
934 local $SIG{TSTP} = 'IGNORE';
935 local $SIG{PIPE} = 'IGNORE';
937 my $oldAutoCommit = $FS::UID::AutoCommit;
938 local $FS::UID::AutoCommit = 0;
941 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
942 my $error = $cust_pkg->reexport;
944 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
954 =item delete NEW_CUSTNUM
956 This deletes the customer. If there is an error, returns the error, otherwise
959 This will completely remove all traces of the customer record. This is not
960 what you want when a customer cancels service; for that, cancel all of the
961 customer's packages (see L</cancel>).
963 If the customer has any uncancelled packages, you need to pass a new (valid)
964 customer number for those packages to be transferred to. Cancelled packages
965 will be deleted. Did I mention that this is NOT what you want when a customer
966 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
968 You can't delete a customer with invoices (see L<FS::cust_bill>),
969 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
970 refunds (see L<FS::cust_refund>).
977 local $SIG{HUP} = 'IGNORE';
978 local $SIG{INT} = 'IGNORE';
979 local $SIG{QUIT} = 'IGNORE';
980 local $SIG{TERM} = 'IGNORE';
981 local $SIG{TSTP} = 'IGNORE';
982 local $SIG{PIPE} = 'IGNORE';
984 my $oldAutoCommit = $FS::UID::AutoCommit;
985 local $FS::UID::AutoCommit = 0;
988 if ( $self->cust_bill ) {
989 $dbh->rollback if $oldAutoCommit;
990 return "Can't delete a customer with invoices";
992 if ( $self->cust_credit ) {
993 $dbh->rollback if $oldAutoCommit;
994 return "Can't delete a customer with credits";
996 if ( $self->cust_pay ) {
997 $dbh->rollback if $oldAutoCommit;
998 return "Can't delete a customer with payments";
1000 if ( $self->cust_refund ) {
1001 $dbh->rollback if $oldAutoCommit;
1002 return "Can't delete a customer with refunds";
1005 my @cust_pkg = $self->ncancelled_pkgs;
1007 my $new_custnum = shift;
1008 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1009 $dbh->rollback if $oldAutoCommit;
1010 return "Invalid new customer number: $new_custnum";
1012 foreach my $cust_pkg ( @cust_pkg ) {
1013 my %hash = $cust_pkg->hash;
1014 $hash{'custnum'} = $new_custnum;
1015 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1016 my $error = $new_cust_pkg->replace($cust_pkg,
1017 options => { $cust_pkg->options },
1020 $dbh->rollback if $oldAutoCommit;
1025 my @cancelled_cust_pkg = $self->all_pkgs;
1026 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1027 my $error = $cust_pkg->delete;
1029 $dbh->rollback if $oldAutoCommit;
1034 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1035 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1037 my $error = $cust_main_invoice->delete;
1039 $dbh->rollback if $oldAutoCommit;
1044 my $error = $self->SUPER::delete;
1046 $dbh->rollback if $oldAutoCommit;
1050 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1055 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1057 Replaces the OLD_RECORD with this one in the database. If there is an error,
1058 returns the error, otherwise returns false.
1060 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1061 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1062 expected and rollback the entire transaction; it is not necessary to call
1063 check_invoicing_list first. Here's an example:
1065 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1073 warn "$me replace called\n"
1076 local $SIG{HUP} = 'IGNORE';
1077 local $SIG{INT} = 'IGNORE';
1078 local $SIG{QUIT} = 'IGNORE';
1079 local $SIG{TERM} = 'IGNORE';
1080 local $SIG{TSTP} = 'IGNORE';
1081 local $SIG{PIPE} = 'IGNORE';
1083 # We absolutely have to have an old vs. new record to make this work.
1084 if (!defined($old)) {
1085 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1088 my $curuser = $FS::CurrentUser::CurrentUser;
1089 if ( $self->payby eq 'COMP'
1090 && $self->payby ne $old->payby
1091 && ! $curuser->access_right('Complimentary customer')
1094 return "You are not permitted to create complimentary accounts.";
1097 local($ignore_expired_card) = 1
1098 if $old->payby =~ /^(CARD|DCRD)$/
1099 && $self->payby =~ /^(CARD|DCRD)$/
1100 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1102 my $oldAutoCommit = $FS::UID::AutoCommit;
1103 local $FS::UID::AutoCommit = 0;
1106 my $error = $self->SUPER::replace($old);
1109 $dbh->rollback if $oldAutoCommit;
1113 if ( @param ) { # INVOICING_LIST_ARYREF
1114 my $invoicing_list = shift @param;
1115 $error = $self->check_invoicing_list( $invoicing_list );
1117 $dbh->rollback if $oldAutoCommit;
1120 $self->invoicing_list( $invoicing_list );
1123 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1124 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1125 # card/check/lec info has changed, want to retry realtime_ invoice events
1126 my $error = $self->retry_realtime;
1128 $dbh->rollback if $oldAutoCommit;
1133 unless ( $import || $skip_fuzzyfiles ) {
1134 $error = $self->queue_fuzzyfiles_update;
1136 $dbh->rollback if $oldAutoCommit;
1137 return "updating fuzzy search cache: $error";
1141 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1146 =item queue_fuzzyfiles_update
1148 Used by insert & replace to update the fuzzy search cache
1152 sub queue_fuzzyfiles_update {
1155 local $SIG{HUP} = 'IGNORE';
1156 local $SIG{INT} = 'IGNORE';
1157 local $SIG{QUIT} = 'IGNORE';
1158 local $SIG{TERM} = 'IGNORE';
1159 local $SIG{TSTP} = 'IGNORE';
1160 local $SIG{PIPE} = 'IGNORE';
1162 my $oldAutoCommit = $FS::UID::AutoCommit;
1163 local $FS::UID::AutoCommit = 0;
1166 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1167 my $error = $queue->insert( map $self->getfield($_),
1168 qw(first last company)
1171 $dbh->rollback if $oldAutoCommit;
1172 return "queueing job (transaction rolled back): $error";
1175 if ( $self->ship_last ) {
1176 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1177 $error = $queue->insert( map $self->getfield("ship_$_"),
1178 qw(first last company)
1181 $dbh->rollback if $oldAutoCommit;
1182 return "queueing job (transaction rolled back): $error";
1186 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1193 Checks all fields to make sure this is a valid customer record. If there is
1194 an error, returns the error, otherwise returns false. Called by the insert
1195 and replace methods.
1202 warn "$me check BEFORE: \n". $self->_dump
1206 $self->ut_numbern('custnum')
1207 || $self->ut_number('agentnum')
1208 || $self->ut_textn('agent_custid')
1209 || $self->ut_number('refnum')
1210 || $self->ut_name('last')
1211 || $self->ut_name('first')
1212 || $self->ut_snumbern('birthdate')
1213 || $self->ut_snumbern('signupdate')
1214 || $self->ut_textn('company')
1215 || $self->ut_text('address1')
1216 || $self->ut_textn('address2')
1217 || $self->ut_text('city')
1218 || $self->ut_textn('county')
1219 || $self->ut_textn('state')
1220 || $self->ut_country('country')
1221 || $self->ut_anything('comments')
1222 || $self->ut_numbern('referral_custnum')
1223 || $self->ut_textn('stateid')
1224 || $self->ut_textn('stateid_state')
1225 || $self->ut_textn('invoice_terms')
1227 #barf. need message catalogs. i18n. etc.
1228 $error .= "Please select an advertising source."
1229 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1230 return $error if $error;
1232 return "Unknown agent"
1233 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1235 return "Unknown refnum"
1236 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1238 return "Unknown referring custnum: ". $self->referral_custnum
1239 unless ! $self->referral_custnum
1240 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1242 if ( $self->ss eq '' ) {
1247 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1248 or return "Illegal social security number: ". $self->ss;
1249 $self->ss("$1-$2-$3");
1253 # bad idea to disable, causes billing to fail because of no tax rates later
1254 # unless ( $import ) {
1255 unless ( qsearch('cust_main_county', {
1256 'country' => $self->country,
1259 return "Unknown state/county/country: ".
1260 $self->state. "/". $self->county. "/". $self->country
1261 unless qsearch('cust_main_county',{
1262 'state' => $self->state,
1263 'county' => $self->county,
1264 'country' => $self->country,
1270 $self->ut_phonen('daytime', $self->country)
1271 || $self->ut_phonen('night', $self->country)
1272 || $self->ut_phonen('fax', $self->country)
1273 || $self->ut_zip('zip', $self->country)
1275 return $error if $error;
1278 last first company address1 address2 city county state zip
1279 country daytime night fax
1282 if ( defined $self->dbdef_table->column('ship_last') ) {
1283 if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1285 && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
1289 $self->ut_name('ship_last')
1290 || $self->ut_name('ship_first')
1291 || $self->ut_textn('ship_company')
1292 || $self->ut_text('ship_address1')
1293 || $self->ut_textn('ship_address2')
1294 || $self->ut_text('ship_city')
1295 || $self->ut_textn('ship_county')
1296 || $self->ut_textn('ship_state')
1297 || $self->ut_country('ship_country')
1299 return $error if $error;
1301 #false laziness with above
1302 unless ( qsearchs('cust_main_county', {
1303 'country' => $self->ship_country,
1306 return "Unknown ship_state/ship_county/ship_country: ".
1307 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1308 unless qsearch('cust_main_county',{
1309 'state' => $self->ship_state,
1310 'county' => $self->ship_county,
1311 'country' => $self->ship_country,
1317 $self->ut_phonen('ship_daytime', $self->ship_country)
1318 || $self->ut_phonen('ship_night', $self->ship_country)
1319 || $self->ut_phonen('ship_fax', $self->ship_country)
1320 || $self->ut_zip('ship_zip', $self->ship_country)
1322 return $error if $error;
1324 } else { # ship_ info eq billing info, so don't store dup info in database
1325 $self->setfield("ship_$_", '')
1326 foreach qw( last first company address1 address2 city county state zip
1327 country daytime night fax );
1331 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1332 # or return "Illegal payby: ". $self->payby;
1334 FS::payby->can_payby($self->table, $self->payby)
1335 or return "Illegal payby: ". $self->payby;
1337 $error = $self->ut_numbern('paystart_month')
1338 || $self->ut_numbern('paystart_year')
1339 || $self->ut_numbern('payissue')
1340 || $self->ut_textn('paytype')
1342 return $error if $error;
1344 if ( $self->payip eq '' ) {
1347 $error = $self->ut_ip('payip');
1348 return $error if $error;
1351 # If it is encrypted and the private key is not availaible then we can't
1352 # check the credit card.
1354 my $check_payinfo = 1;
1356 if ($self->is_encrypted($self->payinfo)) {
1360 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1362 my $payinfo = $self->payinfo;
1363 $payinfo =~ s/\D//g;
1364 $payinfo =~ /^(\d{13,16})$/
1365 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1367 $self->payinfo($payinfo);
1369 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1371 return gettext('unknown_card_type')
1372 if cardtype($self->payinfo) eq "Unknown";
1374 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1376 return 'Banned credit card: banned on '.
1377 time2str('%a %h %o at %r', $ban->_date).
1378 ' by '. $ban->otaker.
1379 ' (ban# '. $ban->bannum. ')';
1382 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1383 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1384 $self->paycvv =~ /^(\d{4})$/
1385 or return "CVV2 (CID) for American Express cards is four digits.";
1388 $self->paycvv =~ /^(\d{3})$/
1389 or return "CVV2 (CVC2/CID) is three digits.";
1396 my $cardtype = cardtype($payinfo);
1397 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1399 return "Start date or issue number is required for $cardtype cards"
1400 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1402 return "Start month must be between 1 and 12"
1403 if $self->paystart_month
1404 and $self->paystart_month < 1 || $self->paystart_month > 12;
1406 return "Start year must be 1990 or later"
1407 if $self->paystart_year
1408 and $self->paystart_year < 1990;
1410 return "Issue number must be beween 1 and 99"
1412 and $self->payissue < 1 || $self->payissue > 99;
1415 $self->paystart_month('');
1416 $self->paystart_year('');
1417 $self->payissue('');
1420 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1422 my $payinfo = $self->payinfo;
1423 $payinfo =~ s/[^\d\@]//g;
1424 if ( $conf->exists('echeck-nonus') ) {
1425 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1426 $payinfo = "$1\@$2";
1428 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1429 $payinfo = "$1\@$2";
1431 $self->payinfo($payinfo);
1434 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1436 return 'Banned ACH account: banned on '.
1437 time2str('%a %h %o at %r', $ban->_date).
1438 ' by '. $ban->otaker.
1439 ' (ban# '. $ban->bannum. ')';
1442 } elsif ( $self->payby eq 'LECB' ) {
1444 my $payinfo = $self->payinfo;
1445 $payinfo =~ s/\D//g;
1446 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1448 $self->payinfo($payinfo);
1451 } elsif ( $self->payby eq 'BILL' ) {
1453 $error = $self->ut_textn('payinfo');
1454 return "Illegal P.O. number: ". $self->payinfo if $error;
1457 } elsif ( $self->payby eq 'COMP' ) {
1459 my $curuser = $FS::CurrentUser::CurrentUser;
1460 if ( ! $self->custnum
1461 && ! $curuser->access_right('Complimentary customer')
1464 return "You are not permitted to create complimentary accounts."
1467 $error = $self->ut_textn('payinfo');
1468 return "Illegal comp account issuer: ". $self->payinfo if $error;
1471 } elsif ( $self->payby eq 'PREPAY' ) {
1473 my $payinfo = $self->payinfo;
1474 $payinfo =~ s/\W//g; #anything else would just confuse things
1475 $self->payinfo($payinfo);
1476 $error = $self->ut_alpha('payinfo');
1477 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1478 return "Unknown prepayment identifier"
1479 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1484 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1485 return "Expiration date required"
1486 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1490 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1491 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1492 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1493 ( $m, $y ) = ( $3, "20$2" );
1495 return "Illegal expiration date: ". $self->paydate;
1497 $self->paydate("$y-$m-01");
1498 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1499 return gettext('expired_card')
1501 && !$ignore_expired_card
1502 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1505 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1506 ( ! $conf->exists('require_cardname')
1507 || $self->payby !~ /^(CARD|DCRD)$/ )
1509 $self->payname( $self->first. " ". $self->getfield('last') );
1511 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1512 or return gettext('illegal_name'). " payname: ". $self->payname;
1516 foreach my $flag (qw( tax spool_cdr )) {
1517 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1521 $self->otaker(getotaker) unless $self->otaker;
1523 warn "$me check AFTER: \n". $self->_dump
1526 $self->SUPER::check;
1531 Returns all packages (see L<FS::cust_pkg>) for this customer.
1538 return $self->num_pkgs unless wantarray;
1541 if ( $self->{'_pkgnum'} ) {
1542 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1544 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1547 sort sort_packages @cust_pkg;
1550 =item ncancelled_pkgs
1552 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1556 sub ncancelled_pkgs {
1559 return $self->num_ncancelled_pkgs unless wantarray;
1562 if ( $self->{'_pkgnum'} ) {
1564 @cust_pkg = grep { ! $_->getfield('cancel') }
1565 values %{ $self->{'_pkgnum'}->cache };
1570 qsearch( 'cust_pkg', {
1571 'custnum' => $self->custnum,
1575 qsearch( 'cust_pkg', {
1576 'custnum' => $self->custnum,
1581 sort sort_packages @cust_pkg;
1585 # This should be generalized to use config options to determine order.
1587 if ( $a->get('cancel') and $b->get('cancel') ) {
1588 $a->pkgnum <=> $b->pkgnum;
1589 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1590 return -1 if $b->get('cancel');
1591 return 1 if $a->get('cancel');
1594 $a->pkgnum <=> $b->pkgnum;
1598 =item suspended_pkgs
1600 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1604 sub suspended_pkgs {
1606 grep { $_->susp } $self->ncancelled_pkgs;
1609 =item unflagged_suspended_pkgs
1611 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1612 customer (thouse packages without the `manual_flag' set).
1616 sub unflagged_suspended_pkgs {
1618 return $self->suspended_pkgs
1619 unless dbdef->table('cust_pkg')->column('manual_flag');
1620 grep { ! $_->manual_flag } $self->suspended_pkgs;
1623 =item unsuspended_pkgs
1625 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1630 sub unsuspended_pkgs {
1632 grep { ! $_->susp } $self->ncancelled_pkgs;
1635 =item num_cancelled_pkgs
1637 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1642 sub num_cancelled_pkgs {
1643 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1646 sub num_ncancelled_pkgs {
1647 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1651 my( $self, $sql ) = @_;
1652 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1653 my $sth = dbh->prepare(
1654 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1655 ) or die dbh->errstr;
1656 $sth->execute($self->custnum) or die $sth->errstr;
1657 $sth->fetchrow_arrayref->[0];
1662 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1663 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1664 on success or a list of errors.
1670 grep { $_->unsuspend } $self->suspended_pkgs;
1675 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1677 Returns a list: an empty list on success or a list of errors.
1683 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1686 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1688 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1689 PKGPARTs (see L<FS::part_pkg>).
1691 Returns a list: an empty list on success or a list of errors.
1695 sub suspend_if_pkgpart {
1697 my (@pkgparts, %opt);
1698 if (ref($_[0]) eq 'HASH'){
1699 @pkgparts = @{$_[0]{pkgparts}};
1704 grep { $_->suspend(%opt) }
1705 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1706 $self->unsuspended_pkgs;
1709 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1711 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1712 listed PKGPARTs (see L<FS::part_pkg>).
1714 Returns a list: an empty list on success or a list of errors.
1718 sub suspend_unless_pkgpart {
1720 my (@pkgparts, %opt);
1721 if (ref($_[0]) eq 'HASH'){
1722 @pkgparts = @{$_[0]{pkgparts}};
1727 grep { $_->suspend(%opt) }
1728 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1729 $self->unsuspended_pkgs;
1732 =item cancel [ OPTION => VALUE ... ]
1734 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1736 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1738 I<quiet> can be set true to supress email cancellation notices.
1740 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1742 I<ban> can be set true to ban this customer's credit card or ACH information,
1745 Always returns a list: an empty list on success or a list of errors.
1753 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1755 #should try decryption (we might have the private key)
1756 # and if not maybe queue a job for the server that does?
1757 return ( "Can't (yet) ban encrypted credit cards" )
1758 if $self->is_encrypted($self->payinfo);
1760 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1761 my $error = $ban->insert;
1762 return ( $error ) if $error;
1766 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1769 sub _banned_pay_hashref {
1780 'payby' => $payby2ban{$self->payby},
1781 'payinfo' => md5_base64($self->payinfo),
1782 #don't ever *search* on reason! #'reason' =>
1788 Returns all notes (see L<FS::cust_main_note>) for this customer.
1795 qsearch( 'cust_main_note',
1796 { 'custnum' => $self->custnum },
1798 'ORDER BY _DATE DESC'
1804 Returns the agent (see L<FS::agent>) for this customer.
1810 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1815 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1816 conjunction with the collect method.
1818 Options are passed as name-value pairs.
1820 Currently available options are:
1822 resetup - if set true, re-charges setup fees.
1824 time - bills the customer as if it were that time. Specified as a UNIX
1825 timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and
1826 L<Date::Parse> for conversion functions. For example:
1830 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1833 If there is an error, returns the error, otherwise returns false.
1838 my( $self, %options ) = @_;
1839 return '' if $self->payby eq 'COMP';
1840 warn "$me bill customer ". $self->custnum. "\n"
1843 my $time = $options{'time'} || time;
1848 local $SIG{HUP} = 'IGNORE';
1849 local $SIG{INT} = 'IGNORE';
1850 local $SIG{QUIT} = 'IGNORE';
1851 local $SIG{TERM} = 'IGNORE';
1852 local $SIG{TSTP} = 'IGNORE';
1853 local $SIG{PIPE} = 'IGNORE';
1855 my $oldAutoCommit = $FS::UID::AutoCommit;
1856 local $FS::UID::AutoCommit = 0;
1859 $self->select_for_update; #mutex
1861 #create a new invoice
1862 #(we'll remove it later if it doesn't actually need to be generated [contains
1863 # no line items] and we're inside a transaciton so nothing else will see it)
1864 my $cust_bill = new FS::cust_bill ( {
1865 'custnum' => $self->custnum,
1867 #'charged' => $charged,
1870 $error = $cust_bill->insert;
1872 $dbh->rollback if $oldAutoCommit;
1873 return "can't create invoice for customer #". $self->custnum. ": $error";
1875 my $invnum = $cust_bill->invnum;
1878 # find the packages which are due for billing, find out how much they are
1879 # & generate invoice database.
1882 my( $total_setup, $total_recur ) = ( 0, 0 );
1884 my @precommit_hooks = ();
1886 foreach my $cust_pkg (
1887 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1890 #NO!! next if $cust_pkg->cancel;
1891 next if $cust_pkg->getfield('cancel');
1893 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1895 #? to avoid use of uninitialized value errors... ?
1896 $cust_pkg->setfield('bill', '')
1897 unless defined($cust_pkg->bill);
1899 my $part_pkg = $cust_pkg->part_pkg;
1901 my %hash = $cust_pkg->hash;
1902 my $old_cust_pkg = new FS::cust_pkg \%hash;
1911 if ( ! $cust_pkg->setup &&
1913 ( $conf->exists('disable_setup_suspended_pkgs') &&
1914 ! $cust_pkg->getfield('susp')
1915 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1917 || $options{'resetup'}
1920 warn " bill setup\n" if $DEBUG > 1;
1922 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1924 $dbh->rollback if $oldAutoCommit;
1925 return "$@ running calc_setup for $cust_pkg\n";
1928 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1932 # bill recurring fee
1937 if ( $part_pkg->getfield('freq') ne '0' &&
1938 ! $cust_pkg->getfield('susp') &&
1939 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1942 warn " bill recur\n" if $DEBUG > 1;
1944 # XXX shared with $recur_prog
1945 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1947 #over two params! lets at least switch to a hashref for the rest...
1948 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
1950 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
1952 $dbh->rollback if $oldAutoCommit;
1953 return "$@ running calc_recur for $cust_pkg\n";
1956 #change this bit to use Date::Manip? CAREFUL with timezones (see
1957 # mailing list archive)
1958 my ($sec,$min,$hour,$mday,$mon,$year) =
1959 (localtime($sdate) )[0,1,2,3,4,5];
1961 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
1962 # only for figuring next bill date, nothing else, so, reset $sdate again
1964 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1965 $cust_pkg->last_bill($sdate)
1966 if $cust_pkg->dbdef_table->column('last_bill');
1968 if ( $part_pkg->freq =~ /^\d+$/ ) {
1969 $mon += $part_pkg->freq;
1970 until ( $mon < 12 ) { $mon -= 12; $year++; }
1971 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
1973 $mday += $weeks * 7;
1974 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
1977 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
1981 $dbh->rollback if $oldAutoCommit;
1982 return "unparsable frequency: ". $part_pkg->freq;
1984 $cust_pkg->setfield('bill',
1985 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
1988 warn "\$setup is undefined" unless defined($setup);
1989 warn "\$recur is undefined" unless defined($recur);
1990 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1993 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
1996 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
1998 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2001 $error=$cust_pkg->replace($old_cust_pkg,
2002 options => { $cust_pkg->options },
2004 if ( $error ) { #just in case
2005 $dbh->rollback if $oldAutoCommit;
2006 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2009 $setup = sprintf( "%.2f", $setup );
2010 $recur = sprintf( "%.2f", $recur );
2011 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2012 $dbh->rollback if $oldAutoCommit;
2013 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2015 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2016 $dbh->rollback if $oldAutoCommit;
2017 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2020 if ( $setup != 0 || $recur != 0 ) {
2022 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2024 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2025 'invnum' => $invnum,
2026 'pkgnum' => $cust_pkg->pkgnum,
2030 'edate' => $cust_pkg->bill,
2031 'details' => \@details,
2033 $error = $cust_bill_pkg->insert;
2035 $dbh->rollback if $oldAutoCommit;
2036 return "can't create invoice line item for invoice #$invnum: $error";
2038 $total_setup += $setup;
2039 $total_recur += $recur;
2045 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2048 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2051 my %taxhash = map { $_ => $self->get("$prefix$_") }
2052 qw( state county country );
2054 $taxhash{'taxclass'} = $part_pkg->taxclass;
2056 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2059 $taxhash{'taxclass'} = '';
2060 @taxes = qsearch( 'cust_main_county', \%taxhash );
2063 #one more try at a whole-country tax rate
2065 $taxhash{$_} = '' foreach qw( state county );
2066 @taxes = qsearch( 'cust_main_county', \%taxhash );
2069 # maybe eliminate this entirely, along with all the 0% records
2071 $dbh->rollback if $oldAutoCommit;
2073 "fatal: can't find tax rate for state/county/country/taxclass ".
2074 join('/', ( map $self->get("$prefix$_"),
2075 qw(state county country)
2077 $part_pkg->taxclass ). "\n";
2080 foreach my $tax ( @taxes ) {
2082 my $taxable_charged = 0;
2083 $taxable_charged += $setup
2084 unless $part_pkg->setuptax =~ /^Y$/i
2085 || $tax->setuptax =~ /^Y$/i;
2086 $taxable_charged += $recur
2087 unless $part_pkg->recurtax =~ /^Y$/i
2088 || $tax->recurtax =~ /^Y$/i;
2089 next unless $taxable_charged;
2091 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2092 #my ($mon,$year) = (localtime($sdate) )[4,5];
2093 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2095 my $freq = $part_pkg->freq || 1;
2096 if ( $freq !~ /(\d+)$/ ) {
2097 $dbh->rollback if $oldAutoCommit;
2098 return "daily/weekly package definitions not (yet?)".
2099 " compatible with monthly tax exemptions";
2101 my $taxable_per_month =
2102 sprintf("%.2f", $taxable_charged / $freq );
2104 #call the whole thing off if this customer has any old
2105 #exemption records...
2106 my @cust_tax_exempt =
2107 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2108 if ( @cust_tax_exempt ) {
2109 $dbh->rollback if $oldAutoCommit;
2111 'this customer still has old-style tax exemption records; '.
2112 'run bin/fs-migrate-cust_tax_exempt?';
2115 foreach my $which_month ( 1 .. $freq ) {
2117 #maintain the new exemption table now
2120 FROM cust_tax_exempt_pkg
2121 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2122 LEFT JOIN cust_bill USING ( invnum )
2128 my $sth = dbh->prepare($sql) or do {
2129 $dbh->rollback if $oldAutoCommit;
2130 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2138 $dbh->rollback if $oldAutoCommit;
2139 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2141 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2143 my $remaining_exemption =
2144 $tax->exempt_amount - $existing_exemption;
2145 if ( $remaining_exemption > 0 ) {
2146 my $addl = $remaining_exemption > $taxable_per_month
2147 ? $taxable_per_month
2148 : $remaining_exemption;
2149 $taxable_charged -= $addl;
2151 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2152 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2153 'taxnum' => $tax->taxnum,
2154 'year' => 1900+$year,
2156 'amount' => sprintf("%.2f", $addl ),
2158 $error = $cust_tax_exempt_pkg->insert;
2160 $dbh->rollback if $oldAutoCommit;
2161 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2163 } # if $remaining_exemption > 0
2167 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2168 until ( $mon < 13 ) { $mon -= 12; $year++; }
2170 } #foreach $which_month
2172 } #if $tax->exempt_amount
2174 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2176 #$tax += $taxable_charged * $cust_main_county->tax / 100
2177 $tax{ $tax->taxname || 'Tax' } +=
2178 $taxable_charged * $tax->tax / 100
2180 } #foreach my $tax ( @taxes )
2182 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2184 } #if $setup != 0 || $recur != 0
2186 } #if $cust_pkg->modified
2188 } #foreach my $cust_pkg
2190 unless ( $cust_bill->cust_bill_pkg ) {
2191 $cust_bill->delete; #don't create an invoice w/o line items
2192 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2196 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2198 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2199 my $tax = sprintf("%.2f", $tax{$taxname} );
2200 $charged = sprintf( "%.2f", $charged+$tax );
2202 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2203 'invnum' => $invnum,
2209 'itemdesc' => $taxname,
2211 $error = $cust_bill_pkg->insert;
2213 $dbh->rollback if $oldAutoCommit;
2214 return "can't create invoice line item for invoice #$invnum: $error";
2216 $total_setup += $tax;
2220 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2221 $error = $cust_bill->replace;
2223 $dbh->rollback if $oldAutoCommit;
2224 return "can't update charged for invoice #$invnum: $error";
2227 foreach my $hook ( @precommit_hooks ) {
2229 &{$hook}; #($self) ?
2232 $dbh->rollback if $oldAutoCommit;
2233 return "$@ running precommit hook $hook\n";
2237 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2241 =item collect OPTIONS
2243 (Attempt to) collect money for this customer's outstanding invoices (see
2244 L<FS::cust_bill>). Usually used after the bill method.
2246 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2247 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2248 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2250 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2251 and the invoice events web interface.
2253 If there is an error, returns the error, otherwise returns false.
2255 Options are passed as name-value pairs.
2257 Currently available options are:
2259 invoice_time - Use this time when deciding when to print invoices and
2260 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2261 for conversion functions.
2263 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2266 quiet - set true to surpress email card/ACH decline notices.
2268 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2271 payby - allows for one time override of normal customer billing method
2276 my( $self, %options ) = @_;
2277 my $invoice_time = $options{'invoice_time'} || time;
2280 local $SIG{HUP} = 'IGNORE';
2281 local $SIG{INT} = 'IGNORE';
2282 local $SIG{QUIT} = 'IGNORE';
2283 local $SIG{TERM} = 'IGNORE';
2284 local $SIG{TSTP} = 'IGNORE';
2285 local $SIG{PIPE} = 'IGNORE';
2287 my $oldAutoCommit = $FS::UID::AutoCommit;
2288 local $FS::UID::AutoCommit = 0;
2291 $self->select_for_update; #mutex
2293 my $balance = $self->balance;
2294 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2296 unless ( $balance > 0 ) { #redundant?????
2297 $dbh->rollback if $oldAutoCommit; #hmm
2301 if ( exists($options{'retry_card'}) ) {
2302 carp 'retry_card option passed to collect is deprecated; use retry';
2303 $options{'retry'} ||= $options{'retry_card'};
2305 if ( exists($options{'retry'}) && $options{'retry'} ) {
2306 my $error = $self->retry_realtime;
2308 $dbh->rollback if $oldAutoCommit;
2314 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2315 $extra_sql = " AND freq = '1m' ";
2317 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2320 foreach my $cust_bill ( $self->open_cust_bill ) {
2322 # don't try to charge for the same invoice if it's already in a batch
2323 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2325 last if $self->balance <= 0;
2327 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2330 foreach my $part_bill_event ( due_events ( $cust_bill,
2331 exists($options{'payby'})
2337 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2338 || $self->balance <= 0; # or if balance<=0
2341 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2342 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2345 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2346 # gah, even with transactions.
2347 $dbh->commit if $oldAutoCommit; #well.
2356 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2361 =item retry_realtime
2363 Schedules realtime / batch credit card / electronic check / LEC billing
2364 events for for retry. Useful if card information has changed or manual
2365 retry is desired. The 'collect' method must be called to actually retry
2368 Implementation details: For each of this customer's open invoices, changes
2369 the status of the first "done" (with statustext error) realtime processing
2374 sub retry_realtime {
2377 local $SIG{HUP} = 'IGNORE';
2378 local $SIG{INT} = 'IGNORE';
2379 local $SIG{QUIT} = 'IGNORE';
2380 local $SIG{TERM} = 'IGNORE';
2381 local $SIG{TSTP} = 'IGNORE';
2382 local $SIG{PIPE} = 'IGNORE';
2384 my $oldAutoCommit = $FS::UID::AutoCommit;
2385 local $FS::UID::AutoCommit = 0;
2388 foreach my $cust_bill (
2389 grep { $_->cust_bill_event }
2390 $self->open_cust_bill
2392 my @cust_bill_event =
2393 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2395 #$_->part_bill_event->plan eq 'realtime-card'
2396 $_->part_bill_event->eventcode =~
2397 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2398 && $_->status eq 'done'
2401 $cust_bill->cust_bill_event;
2402 next unless @cust_bill_event;
2403 my $error = $cust_bill_event[0]->retry;
2405 $dbh->rollback if $oldAutoCommit;
2406 return "error scheduling invoice event for retry: $error";
2411 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2416 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2418 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2419 via a Business::OnlinePayment realtime gateway. See
2420 L<http://420.am/business-onlinepayment> for supported gateways.
2422 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2424 Available options are: I<description>, I<invnum>, I<quiet>
2426 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2427 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2428 if set, will override the value from the customer record.
2430 I<description> is a free-text field passed to the gateway. It defaults to
2431 "Internet services".
2433 If an I<invnum> is specified, this payment (if successful) is applied to the
2434 specified invoice. If you don't specify an I<invnum> you might want to
2435 call the B<apply_payments> method.
2437 I<quiet> can be set true to surpress email decline notices.
2439 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2444 my( $self, $method, $amount, %options ) = @_;
2446 warn "$me realtime_bop: $method $amount\n";
2447 warn " $_ => $options{$_}\n" foreach keys %options;
2450 $options{'description'} ||= 'Internet services';
2452 eval "use Business::OnlinePayment";
2455 my $payinfo = exists($options{'payinfo'})
2456 ? $options{'payinfo'}
2464 if ( $options{'invnum'} ) {
2465 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2466 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2468 map { $_->part_pkg->taxclass }
2470 map { $_->cust_pkg }
2471 $cust_bill->cust_bill_pkg;
2472 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2473 #different taxclasses
2474 $taxclass = $taxclasses[0];
2478 #look for an agent gateway override first
2480 if ( $method eq 'CC' ) {
2481 $cardtype = cardtype($payinfo);
2482 } elsif ( $method eq 'ECHECK' ) {
2485 $cardtype = $method;
2489 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2490 cardtype => $cardtype,
2491 taxclass => $taxclass, } )
2492 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2494 taxclass => $taxclass, } )
2495 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2496 cardtype => $cardtype,
2498 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2500 taxclass => '', } );
2502 my $payment_gateway = '';
2503 my( $processor, $login, $password, $action, @bop_options );
2504 if ( $override ) { #use a payment gateway override
2506 $payment_gateway = $override->payment_gateway;
2508 $processor = $payment_gateway->gateway_module;
2509 $login = $payment_gateway->gateway_username;
2510 $password = $payment_gateway->gateway_password;
2511 $action = $payment_gateway->gateway_action;
2512 @bop_options = $payment_gateway->options;
2514 } else { #use the standard settings from the config
2516 ( $processor, $login, $password, $action, @bop_options ) =
2517 $self->default_payment_gateway($method);
2525 my $address = exists($options{'address1'})
2526 ? $options{'address1'}
2528 my $address2 = exists($options{'address2'})
2529 ? $options{'address2'}
2531 $address .= ", ". $address2 if length($address2);
2533 my $o_payname = exists($options{'payname'})
2534 ? $options{'payname'}
2536 my($payname, $payfirst, $paylast);
2537 if ( $o_payname && $method ne 'ECHECK' ) {
2538 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2539 or return "Illegal payname $payname";
2540 ($payfirst, $paylast) = ($1, $2);
2542 $payfirst = $self->getfield('first');
2543 $paylast = $self->getfield('last');
2544 $payname = "$payfirst $paylast";
2547 my @invoicing_list = $self->invoicing_list_emailonly;
2548 if ( $conf->exists('emailinvoiceautoalways')
2549 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2550 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2551 push @invoicing_list, $self->all_emails;
2554 my $email = ($conf->exists('business-onlinepayment-email-override'))
2555 ? $conf->config('business-onlinepayment-email-override')
2556 : $invoicing_list[0];
2560 my $payip = exists($options{'payip'})
2563 $content{customer_ip} = $payip
2566 $content{invoice_number} = $options{'invnum'}
2567 if exists($options{'invnum'}) && length($options{'invnum'});
2569 if ( $method eq 'CC' ) {
2571 $content{card_number} = $payinfo;
2572 my $paydate = exists($options{'paydate'})
2573 ? $options{'paydate'}
2575 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2576 $content{expiration} = "$2/$1";
2578 my $paycvv = exists($options{'paycvv'})
2579 ? $options{'paycvv'}
2581 $content{cvv2} = $self->paycvv
2584 my $paystart_month = exists($options{'paystart_month'})
2585 ? $options{'paystart_month'}
2586 : $self->paystart_month;
2588 my $paystart_year = exists($options{'paystart_year'})
2589 ? $options{'paystart_year'}
2590 : $self->paystart_year;
2592 $content{card_start} = "$paystart_month/$paystart_year"
2593 if $paystart_month && $paystart_year;
2595 my $payissue = exists($options{'payissue'})
2596 ? $options{'payissue'}
2598 $content{issue_number} = $payissue if $payissue;
2600 $content{recurring_billing} = 'YES'
2601 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2603 'payinfo' => $payinfo,
2605 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2607 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2611 } elsif ( $method eq 'ECHECK' ) {
2612 ( $content{account_number}, $content{routing_code} ) =
2613 split('@', $payinfo);
2614 $content{bank_name} = $o_payname;
2615 $content{bank_state} = $self->getfield('paystate');
2616 $content{account_type} = uc($self->getfield('paytype')) || 'CHECKING';
2617 $content{account_name} = $payname;
2618 $content{customer_org} = $self->company ? 'B' : 'I';
2619 $content{state_id} = $self->getfield('stateid');
2620 $content{state_id_state} = $self->getfield('stateid_state');
2621 $content{customer_ssn} = exists($options{'ss'})
2624 } elsif ( $method eq 'LEC' ) {
2625 $content{phone} = $payinfo;
2629 # run transaction(s)
2632 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2634 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2635 $transaction->content(
2638 'password' => $password,
2639 'action' => $action1,
2640 'description' => $options{'description'},
2641 'amount' => $amount,
2642 #'invoice_number' => $options{'invnum'},
2643 'customer_id' => $self->custnum,
2644 'last_name' => $paylast,
2645 'first_name' => $payfirst,
2647 'address' => $address,
2648 'city' => ( exists($options{'city'})
2651 'state' => ( exists($options{'state'})
2654 'zip' => ( exists($options{'zip'})
2657 'country' => ( exists($options{'country'})
2658 ? $options{'country'}
2660 'referer' => 'http://cleanwhisker.420.am/',
2662 'phone' => $self->daytime || $self->night,
2665 $transaction->submit();
2667 if ( $transaction->is_success() && $action2 ) {
2668 my $auth = $transaction->authorization;
2669 my $ordernum = $transaction->can('order_number')
2670 ? $transaction->order_number
2674 new Business::OnlinePayment( $processor, @bop_options );
2681 password => $password,
2682 order_number => $ordernum,
2684 authorization => $auth,
2685 description => $options{'description'},
2688 foreach my $field (qw( authorization_source_code returned_ACI
2689 transaction_identifier validation_code
2690 transaction_sequence_num local_transaction_date
2691 local_transaction_time AVS_result_code )) {
2692 $capture{$field} = $transaction->$field() if $transaction->can($field);
2695 $capture->content( %capture );
2699 unless ( $capture->is_success ) {
2700 my $e = "Authorization successful but capture failed, custnum #".
2701 $self->custnum. ': '. $capture->result_code.
2702 ": ". $capture->error_message;
2710 # remove paycvv after initial transaction
2713 #false laziness w/misc/process/payment.cgi - check both to make sure working
2715 if ( defined $self->dbdef_table->column('paycvv')
2716 && length($self->paycvv)
2717 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2719 my $error = $self->remove_cvv;
2721 warn "WARNING: error removing cvv: $error\n";
2729 if ( $transaction->is_success() ) {
2731 my %method2payby = (
2738 if ( $payment_gateway ) { # agent override
2739 $paybatch = $payment_gateway->gatewaynum. '-';
2742 $paybatch .= "$processor:". $transaction->authorization;
2744 $paybatch .= ':'. $transaction->order_number
2745 if $transaction->can('order_number')
2746 && length($transaction->order_number);
2748 my $cust_pay = new FS::cust_pay ( {
2749 'custnum' => $self->custnum,
2750 'invnum' => $options{'invnum'},
2753 'payby' => $method2payby{$method},
2754 'payinfo' => $payinfo,
2755 'paybatch' => $paybatch,
2757 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2759 $cust_pay->invnum(''); #try again with no specific invnum
2760 my $error2 = $cust_pay->insert( $options{'manual'} ?
2761 ( 'manual' => 1 ) : ()
2764 # gah, even with transactions.
2765 my $e = 'WARNING: Card/ACH debited but database not updated - '.
2766 "error inserting payment ($processor): $error2".
2767 " (previously tried insert with invnum #$options{'invnum'}" .
2773 return ''; #no error
2777 my $perror = "$processor error: ". $transaction->error_message;
2779 unless ( $transaction->error_message ) {
2782 if ( $transaction->can('response_page') ) {
2784 'page' => ( $transaction->can('response_page')
2785 ? $transaction->response_page
2788 'code' => ( $transaction->can('response_code')
2789 ? $transaction->response_code
2792 'headers' => ( $transaction->can('response_headers')
2793 ? $transaction->response_headers
2799 "No additional debugging information available for $processor";
2802 $perror .= "No error_message returned from $processor -- ".
2803 ( ref($t_response) ? Dumper($t_response) : $t_response );
2807 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2808 && $conf->exists('emaildecline')
2809 && grep { $_ ne 'POST' } $self->invoicing_list
2810 && ! grep { $transaction->error_message =~ /$_/ }
2811 $conf->config('emaildecline-exclude')
2813 my @templ = $conf->config('declinetemplate');
2814 my $template = new Text::Template (
2816 SOURCE => [ map "$_\n", @templ ],
2817 ) or return "($perror) can't create template: $Text::Template::ERROR";
2818 $template->compile()
2819 or return "($perror) can't compile template: $Text::Template::ERROR";
2821 my $templ_hash = { error => $transaction->error_message };
2823 my $error = send_email(
2824 'from' => $conf->config('invoice_from'),
2825 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2826 'subject' => 'Your payment could not be processed',
2827 'body' => [ $template->fill_in(HASH => $templ_hash) ],
2830 $perror .= " (also received error sending decline notification: $error)"
2840 =item default_payment_gateway
2844 sub default_payment_gateway {
2845 my( $self, $method ) = @_;
2847 die "Real-time processing not enabled\n"
2848 unless $conf->exists('business-onlinepayment');
2851 my $bop_config = 'business-onlinepayment';
2852 $bop_config .= '-ach'
2853 if $method eq 'ECHECK' && $conf->exists($bop_config. '-ach');
2854 my ( $processor, $login, $password, $action, @bop_options ) =
2855 $conf->config($bop_config);
2856 $action ||= 'normal authorization';
2857 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
2858 die "No real-time processor is enabled - ".
2859 "did you set the business-onlinepayment configuration value?\n"
2862 ( $processor, $login, $password, $action, @bop_options )
2867 Removes the I<paycvv> field from the database directly.
2869 If there is an error, returns the error, otherwise returns false.
2875 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2876 or return dbh->errstr;
2877 $sth->execute($self->custnum)
2878 or return $sth->errstr;
2883 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
2885 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
2886 via a Business::OnlinePayment realtime gateway. See
2887 L<http://420.am/business-onlinepayment> for supported gateways.
2889 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2891 Available options are: I<amount>, I<reason>, I<paynum>
2893 Most gateways require a reference to an original payment transaction to refund,
2894 so you probably need to specify a I<paynum>.
2896 I<amount> defaults to the original amount of the payment if not specified.
2898 I<reason> specifies a reason for the refund.
2900 Implementation note: If I<amount> is unspecified or equal to the amount of the
2901 orignal payment, first an attempt is made to "void" the transaction via
2902 the gateway (to cancel a not-yet settled transaction) and then if that fails,
2903 the normal attempt is made to "refund" ("credit") the transaction via the
2904 gateway is attempted.
2906 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2907 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2908 #if set, will override the value from the customer record.
2910 #If an I<invnum> is specified, this payment (if successful) is applied to the
2911 #specified invoice. If you don't specify an I<invnum> you might want to
2912 #call the B<apply_payments> method.
2916 #some false laziness w/realtime_bop, not enough to make it worth merging
2917 #but some useful small subs should be pulled out
2918 sub realtime_refund_bop {
2919 my( $self, $method, %options ) = @_;
2921 warn "$me realtime_refund_bop: $method refund\n";
2922 warn " $_ => $options{$_}\n" foreach keys %options;
2925 eval "use Business::OnlinePayment";
2929 # look up the original payment and optionally a gateway for that payment
2933 my $amount = $options{'amount'};
2935 my( $processor, $login, $password, @bop_options ) ;
2936 my( $auth, $order_number ) = ( '', '', '' );
2938 if ( $options{'paynum'} ) {
2940 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
2941 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
2942 or return "Unknown paynum $options{'paynum'}";
2943 $amount ||= $cust_pay->paid;
2945 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
2946 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
2947 $cust_pay->paybatch;
2948 my $gatewaynum = '';
2949 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
2951 if ( $gatewaynum ) { #gateway for the payment to be refunded
2953 my $payment_gateway =
2954 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
2955 die "payment gateway $gatewaynum not found"
2956 unless $payment_gateway;
2958 $processor = $payment_gateway->gateway_module;
2959 $login = $payment_gateway->gateway_username;
2960 $password = $payment_gateway->gateway_password;
2961 @bop_options = $payment_gateway->options;
2963 } else { #try the default gateway
2965 my( $conf_processor, $unused_action );
2966 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
2967 $self->default_payment_gateway($method);
2969 return "processor of payment $options{'paynum'} $processor does not".
2970 " match default processor $conf_processor"
2971 unless $processor eq $conf_processor;
2976 } else { # didn't specify a paynum, so look for agent gateway overrides
2977 # like a normal transaction
2980 if ( $method eq 'CC' ) {
2981 $cardtype = cardtype($self->payinfo);
2982 } elsif ( $method eq 'ECHECK' ) {
2985 $cardtype = $method;
2988 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2989 cardtype => $cardtype,
2991 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2993 taxclass => '', } );
2995 if ( $override ) { #use a payment gateway override
2997 my $payment_gateway = $override->payment_gateway;
2999 $processor = $payment_gateway->gateway_module;
3000 $login = $payment_gateway->gateway_username;
3001 $password = $payment_gateway->gateway_password;
3002 #$action = $payment_gateway->gateway_action;
3003 @bop_options = $payment_gateway->options;
3005 } else { #use the standard settings from the config
3008 ( $processor, $login, $password, $unused_action, @bop_options ) =
3009 $self->default_payment_gateway($method);
3014 return "neither amount nor paynum specified" unless $amount;
3019 'password' => $password,
3020 'order_number' => $order_number,
3021 'amount' => $amount,
3022 'referer' => 'http://cleanwhisker.420.am/',
3024 $content{authorization} = $auth
3025 if length($auth); #echeck/ACH transactions have an order # but no auth
3026 #(at least with authorize.net)
3028 #first try void if applicable
3029 if ( $cust_pay && $cust_pay->paid == $amount ) { #and check dates?
3030 warn " attempting void\n" if $DEBUG > 1;
3031 my $void = new Business::OnlinePayment( $processor, @bop_options );
3032 $void->content( 'action' => 'void', %content );
3034 if ( $void->is_success ) {
3035 my $error = $cust_pay->void($options{'reason'});
3037 # gah, even with transactions.
3038 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3039 "error voiding payment: $error";
3043 warn " void successful\n" if $DEBUG > 1;
3048 warn " void unsuccessful, trying refund\n"
3052 my $address = $self->address1;
3053 $address .= ", ". $self->address2 if $self->address2;
3055 my($payname, $payfirst, $paylast);
3056 if ( $self->payname && $method ne 'ECHECK' ) {
3057 $payname = $self->payname;
3058 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3059 or return "Illegal payname $payname";
3060 ($payfirst, $paylast) = ($1, $2);
3062 $payfirst = $self->getfield('first');
3063 $paylast = $self->getfield('last');
3064 $payname = "$payfirst $paylast";
3067 my @invoicing_list = $self->invoicing_list_emailonly;
3068 if ( $conf->exists('emailinvoiceautoalways')
3069 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3070 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3071 push @invoicing_list, $self->all_emails;
3074 my $email = ($conf->exists('business-onlinepayment-email-override'))
3075 ? $conf->config('business-onlinepayment-email-override')
3076 : $invoicing_list[0];
3078 my $payip = exists($options{'payip'})
3081 $content{customer_ip} = $payip
3085 if ( $method eq 'CC' ) {
3088 $content{card_number} = $payinfo = $cust_pay->payinfo;
3089 #$self->paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3090 #$content{expiration} = "$2/$1";
3092 $content{card_number} = $payinfo = $self->payinfo;
3093 $self->paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3094 $content{expiration} = "$2/$1";
3097 } elsif ( $method eq 'ECHECK' ) {
3098 ( $content{account_number}, $content{routing_code} ) =
3099 split('@', $payinfo = $self->payinfo);
3100 $content{bank_name} = $self->payname;
3101 $content{account_type} = 'CHECKING';
3102 $content{account_name} = $payname;
3103 $content{customer_org} = $self->company ? 'B' : 'I';
3104 $content{customer_ssn} = $self->ss;
3105 } elsif ( $method eq 'LEC' ) {
3106 $content{phone} = $payinfo = $self->payinfo;
3110 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3111 my %sub_content = $refund->content(
3112 'action' => 'credit',
3113 'customer_id' => $self->custnum,
3114 'last_name' => $paylast,
3115 'first_name' => $payfirst,
3117 'address' => $address,
3118 'city' => $self->city,
3119 'state' => $self->state,
3120 'zip' => $self->zip,
3121 'country' => $self->country,
3123 'phone' => $self->daytime || $self->night,
3126 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3130 return "$processor error: ". $refund->error_message
3131 unless $refund->is_success();
3133 my %method2payby = (
3139 my $paybatch = "$processor:". $refund->authorization;
3140 $paybatch .= ':'. $refund->order_number
3141 if $refund->can('order_number') && $refund->order_number;
3143 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3144 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3145 last unless @cust_bill_pay;
3146 my $cust_bill_pay = pop @cust_bill_pay;
3147 my $error = $cust_bill_pay->delete;
3151 my $cust_refund = new FS::cust_refund ( {
3152 'custnum' => $self->custnum,
3153 'paynum' => $options{'paynum'},
3154 'refund' => $amount,
3156 'payby' => $method2payby{$method},
3157 'payinfo' => $payinfo,
3158 'paybatch' => $paybatch,
3159 'reason' => $options{'reason'} || 'card or ACH refund',
3161 my $error = $cust_refund->insert;
3163 $cust_refund->paynum(''); #try again with no specific paynum
3164 my $error2 = $cust_refund->insert;
3166 # gah, even with transactions.
3167 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3168 "error inserting refund ($processor): $error2".
3169 " (previously tried insert with paynum #$options{'paynum'}" .
3182 Returns the total owed for this customer on all invoices
3183 (see L<FS::cust_bill/owed>).
3189 $self->total_owed_date(2145859200); #12/31/2037
3192 =item total_owed_date TIME
3194 Returns the total owed for this customer on all invoices with date earlier than
3195 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3196 see L<Time::Local> and L<Date::Parse> for conversion functions.
3200 sub total_owed_date {
3204 foreach my $cust_bill (
3205 grep { $_->_date <= $time }
3206 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3208 $total_bill += $cust_bill->owed;
3210 sprintf( "%.2f", $total_bill );
3213 =item apply_payments_and_credits
3215 Applies unapplied payments and credits.
3217 In most cases, this new method should be used in place of sequential
3218 apply_payments and apply_credits methods.
3222 sub apply_payments_and_credits {
3225 foreach my $cust_bill ( $self->open_cust_bill ) {
3226 $cust_bill->apply_payments_and_credits;
3231 =item apply_credits OPTION => VALUE ...
3233 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3234 to outstanding invoice balances in chronological order (or reverse
3235 chronological order if the I<order> option is set to B<newest>) and returns the
3236 value of any remaining unapplied credits available for refund (see
3237 L<FS::cust_refund>).
3245 return 0 unless $self->total_credited;
3247 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3248 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3250 my @invoices = $self->open_cust_bill;
3251 @invoices = sort { $b->_date <=> $a->_date } @invoices
3252 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3255 foreach my $cust_bill ( @invoices ) {
3258 if ( !defined($credit) || $credit->credited == 0) {
3259 $credit = pop @credits or last;
3262 if ($cust_bill->owed >= $credit->credited) {
3263 $amount=$credit->credited;
3265 $amount=$cust_bill->owed;
3268 my $cust_credit_bill = new FS::cust_credit_bill ( {
3269 'crednum' => $credit->crednum,
3270 'invnum' => $cust_bill->invnum,
3271 'amount' => $amount,
3273 my $error = $cust_credit_bill->insert;
3274 die $error if $error;
3276 redo if ($cust_bill->owed > 0);
3280 return $self->total_credited;
3283 =item apply_payments
3285 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3286 to outstanding invoice balances in chronological order.
3288 #and returns the value of any remaining unapplied payments.
3292 sub apply_payments {
3297 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3298 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3300 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3301 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3305 foreach my $cust_bill ( @invoices ) {
3308 if ( !defined($payment) || $payment->unapplied == 0 ) {
3309 $payment = pop @payments or last;
3312 if ( $cust_bill->owed >= $payment->unapplied ) {
3313 $amount = $payment->unapplied;
3315 $amount = $cust_bill->owed;
3318 my $cust_bill_pay = new FS::cust_bill_pay ( {
3319 'paynum' => $payment->paynum,
3320 'invnum' => $cust_bill->invnum,
3321 'amount' => $amount,
3323 my $error = $cust_bill_pay->insert;
3324 die $error if $error;
3326 redo if ( $cust_bill->owed > 0);
3330 return $self->total_unapplied_payments;
3333 =item total_credited
3335 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3336 customer. See L<FS::cust_credit/credited>.
3340 sub total_credited {
3342 my $total_credit = 0;
3343 foreach my $cust_credit ( qsearch('cust_credit', {
3344 'custnum' => $self->custnum,
3346 $total_credit += $cust_credit->credited;
3348 sprintf( "%.2f", $total_credit );
3351 =item total_unapplied_payments
3353 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3354 See L<FS::cust_pay/unapplied>.
3358 sub total_unapplied_payments {
3360 my $total_unapplied = 0;
3361 foreach my $cust_pay ( qsearch('cust_pay', {
3362 'custnum' => $self->custnum,
3364 $total_unapplied += $cust_pay->unapplied;
3366 sprintf( "%.2f", $total_unapplied );
3371 Returns the balance for this customer (total_owed minus total_credited
3372 minus total_unapplied_payments).
3379 $self->total_owed - $self->total_credited - $self->total_unapplied_payments
3383 =item balance_date TIME
3385 Returns the balance for this customer, only considering invoices with date
3386 earlier than TIME (total_owed_date minus total_credited minus
3387 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3388 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3397 $self->total_owed_date($time)
3398 - $self->total_credited
3399 - $self->total_unapplied_payments
3403 =item in_transit_payments
3405 Returns the total of requests for payments for this customer pending in
3406 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3410 sub in_transit_payments {
3412 my $in_transit_payments = 0;
3413 foreach my $pay_batch ( qsearch('pay_batch', {
3416 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3417 'batchnum' => $pay_batch->batchnum,
3418 'custnum' => $self->custnum,
3420 $in_transit_payments += $cust_pay_batch->amount;
3423 sprintf( "%.2f", $in_transit_payments );
3426 =item paydate_monthyear
3428 Returns a two-element list consisting of the month and year of this customer's
3429 paydate (credit card expiration date for CARD customers)
3433 sub paydate_monthyear {
3435 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3437 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3444 =item invoicing_list [ ARRAYREF ]
3446 If an arguement is given, sets these email addresses as invoice recipients
3447 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3448 (except as warnings), so use check_invoicing_list first.
3450 Returns a list of email addresses (with svcnum entries expanded).
3452 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3453 check it without disturbing anything by passing nothing.
3455 This interface may change in the future.
3459 sub invoicing_list {
3460 my( $self, $arrayref ) = @_;
3463 my @cust_main_invoice;
3464 if ( $self->custnum ) {
3465 @cust_main_invoice =
3466 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3468 @cust_main_invoice = ();
3470 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3471 #warn $cust_main_invoice->destnum;
3472 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3473 #warn $cust_main_invoice->destnum;
3474 my $error = $cust_main_invoice->delete;
3475 warn $error if $error;
3478 if ( $self->custnum ) {
3479 @cust_main_invoice =
3480 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3482 @cust_main_invoice = ();
3484 my %seen = map { $_->address => 1 } @cust_main_invoice;
3485 foreach my $address ( @{$arrayref} ) {
3486 next if exists $seen{$address} && $seen{$address};
3487 $seen{$address} = 1;
3488 my $cust_main_invoice = new FS::cust_main_invoice ( {
3489 'custnum' => $self->custnum,
3492 my $error = $cust_main_invoice->insert;
3493 warn $error if $error;
3497 if ( $self->custnum ) {
3499 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3506 =item check_invoicing_list ARRAYREF
3508 Checks these arguements as valid input for the invoicing_list method. If there
3509 is an error, returns the error, otherwise returns false.
3513 sub check_invoicing_list {
3514 my( $self, $arrayref ) = @_;
3515 foreach my $address ( @{$arrayref} ) {
3517 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3518 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3521 my $cust_main_invoice = new FS::cust_main_invoice ( {
3522 'custnum' => $self->custnum,
3525 my $error = $self->custnum
3526 ? $cust_main_invoice->check
3527 : $cust_main_invoice->checkdest
3529 return $error if $error;
3534 =item set_default_invoicing_list
3536 Sets the invoicing list to all accounts associated with this customer,
3537 overwriting any previous invoicing list.
3541 sub set_default_invoicing_list {
3543 $self->invoicing_list($self->all_emails);
3548 Returns the email addresses of all accounts provisioned for this customer.
3555 foreach my $cust_pkg ( $self->all_pkgs ) {
3556 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3558 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3559 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3561 $list{$_}=1 foreach map { $_->email } @svc_acct;
3566 =item invoicing_list_addpost
3568 Adds postal invoicing to this customer. If this customer is already configured
3569 to receive postal invoices, does nothing.
3573 sub invoicing_list_addpost {
3575 return if grep { $_ eq 'POST' } $self->invoicing_list;
3576 my @invoicing_list = $self->invoicing_list;
3577 push @invoicing_list, 'POST';
3578 $self->invoicing_list(\@invoicing_list);
3581 =item invoicing_list_emailonly
3583 Returns the list of email invoice recipients (invoicing_list without non-email
3584 destinations such as POST and FAX).
3588 sub invoicing_list_emailonly {
3590 warn "$me invoicing_list_emailonly called"
3592 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3595 =item invoicing_list_emailonly_scalar
3597 Returns the list of email invoice recipients (invoicing_list without non-email
3598 destinations such as POST and FAX) as a comma-separated scalar.
3602 sub invoicing_list_emailonly_scalar {
3604 warn "$me invoicing_list_emailonly_scalar called"
3606 join(', ', $self->invoicing_list_emailonly);
3609 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3611 Returns an array of customers referred by this customer (referral_custnum set
3612 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3613 customers referred by customers referred by this customer and so on, inclusive.
3614 The default behavior is DEPTH 1 (no recursion).
3618 sub referral_cust_main {
3620 my $depth = @_ ? shift : 1;
3621 my $exclude = @_ ? shift : {};
3624 map { $exclude->{$_->custnum}++; $_; }
3625 grep { ! $exclude->{ $_->custnum } }
3626 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3630 map { $_->referral_cust_main($depth-1, $exclude) }
3637 =item referral_cust_main_ncancelled
3639 Same as referral_cust_main, except only returns customers with uncancelled
3644 sub referral_cust_main_ncancelled {
3646 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3649 =item referral_cust_pkg [ DEPTH ]
3651 Like referral_cust_main, except returns a flat list of all unsuspended (and
3652 uncancelled) packages for each customer. The number of items in this list may
3653 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3657 sub referral_cust_pkg {
3659 my $depth = @_ ? shift : 1;
3661 map { $_->unsuspended_pkgs }
3662 grep { $_->unsuspended_pkgs }
3663 $self->referral_cust_main($depth);
3666 =item referring_cust_main
3668 Returns the single cust_main record for the customer who referred this customer
3669 (referral_custnum), or false.
3673 sub referring_cust_main {
3675 return '' unless $self->referral_custnum;
3676 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3679 =item credit AMOUNT, REASON
3681 Applies a credit to this customer. If there is an error, returns the error,
3682 otherwise returns false.
3687 my( $self, $amount, $reason ) = @_;
3688 my $cust_credit = new FS::cust_credit {
3689 'custnum' => $self->custnum,
3690 'amount' => $amount,
3691 'reason' => $reason,
3693 $cust_credit->insert;
3696 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3698 Creates a one-time charge for this customer. If there is an error, returns
3699 the error, otherwise returns false.
3705 my ( $amount, $pkg, $comment, $taxclass, $additional );
3706 if ( ref( $_[0] ) ) {
3707 $amount = $_[0]->{amount};
3708 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3709 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3710 : '$'. sprintf("%.2f",$amount);
3711 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3712 $additional = $_[0]->{additional};
3715 $pkg = @_ ? shift : 'One-time charge';
3716 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3717 $taxclass = @_ ? shift : '';
3721 local $SIG{HUP} = 'IGNORE';
3722 local $SIG{INT} = 'IGNORE';
3723 local $SIG{QUIT} = 'IGNORE';
3724 local $SIG{TERM} = 'IGNORE';
3725 local $SIG{TSTP} = 'IGNORE';
3726 local $SIG{PIPE} = 'IGNORE';
3728 my $oldAutoCommit = $FS::UID::AutoCommit;
3729 local $FS::UID::AutoCommit = 0;
3732 my $part_pkg = new FS::part_pkg ( {
3734 'comment' => $comment,
3738 'taxclass' => $taxclass,
3741 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3742 ( 0 .. @$additional - 1 )
3744 'additional_count' => scalar(@$additional),
3745 'setup_fee' => $amount,
3748 my $error = $part_pkg->insert( options => \%options );
3750 $dbh->rollback if $oldAutoCommit;
3754 my $pkgpart = $part_pkg->pkgpart;
3755 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3756 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3757 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3758 $error = $type_pkgs->insert;
3760 $dbh->rollback if $oldAutoCommit;
3765 my $cust_pkg = new FS::cust_pkg ( {
3766 'custnum' => $self->custnum,
3767 'pkgpart' => $pkgpart,
3770 $error = $cust_pkg->insert;
3772 $dbh->rollback if $oldAutoCommit;
3776 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3783 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3789 sort { $a->_date <=> $b->_date }
3790 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3793 =item open_cust_bill
3795 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3800 sub open_cust_bill {
3802 grep { $_->owed > 0 } $self->cust_bill;
3807 Returns all the credits (see L<FS::cust_credit>) for this customer.
3813 sort { $a->_date <=> $b->_date }
3814 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3819 Returns all the payments (see L<FS::cust_pay>) for this customer.
3825 sort { $a->_date <=> $b->_date }
3826 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3831 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3837 sort { $a->_date <=> $b->_date }
3838 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3844 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3850 sort { $a->_date <=> $b->_date }
3851 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3856 Returns a name string for this customer, either "Company (Last, First)" or
3863 my $name = $self->contact;
3864 $name = $self->company. " ($name)" if $self->company;
3870 Returns a name string for this (service/shipping) contact, either
3871 "Company (Last, First)" or "Last, First".
3877 if ( $self->get('ship_last') ) {
3878 my $name = $self->ship_contact;
3879 $name = $self->ship_company. " ($name)" if $self->ship_company;
3888 Returns this customer's full (billing) contact name only, "Last, First"
3894 $self->get('last'). ', '. $self->first;
3899 Returns this customer's full (shipping) contact name only, "Last, First"
3905 $self->get('ship_last')
3906 ? $self->get('ship_last'). ', '. $self->ship_first
3912 Returns this customer's full country name
3918 code2country($self->country);
3925 Returns a status string for this customer, currently:
3929 =item prospect - No packages have ever been ordered
3931 =item active - One or more recurring packages is active
3933 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
3935 =item suspended - All non-cancelled recurring packages are suspended
3937 =item cancelled - All recurring packages are cancelled
3943 sub status { shift->cust_status(@_); }
3947 for my $status (qw( prospect active inactive suspended cancelled )) {
3948 my $method = $status.'_sql';
3949 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
3950 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
3951 $sth->execute( ($self->custnum) x $numnum )
3952 or die "Error executing 'SELECT $sql': ". $sth->errstr;
3953 return $status if $sth->fetchrow_arrayref->[0];
3957 =item ucfirst_cust_status
3959 =item ucfirst_status
3961 Returns the status with the first character capitalized.
3965 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
3967 sub ucfirst_cust_status {
3969 ucfirst($self->cust_status);
3974 Returns a hex triplet color string for this customer's status.
3978 use vars qw(%statuscolor);
3980 'prospect' => '7e0079', #'000000', #black? naw, purple
3981 'active' => '00CC00', #green
3982 'inactive' => '0000CC', #blue
3983 'suspended' => 'FF9900', #yellow
3984 'cancelled' => 'FF0000', #red
3987 sub statuscolor { shift->cust_statuscolor(@_); }
3989 sub cust_statuscolor {
3991 $statuscolor{$self->cust_status};
3996 =head1 CLASS METHODS
4002 Returns an SQL expression identifying prospective cust_main records (customers
4003 with no packages ever ordered)
4007 use vars qw($select_count_pkgs);
4008 $select_count_pkgs =
4009 "SELECT COUNT(*) FROM cust_pkg
4010 WHERE cust_pkg.custnum = cust_main.custnum";
4012 sub select_count_pkgs_sql {
4016 sub prospect_sql { "
4017 0 = ( $select_count_pkgs )
4022 Returns an SQL expression identifying active cust_main records (customers with
4023 no active recurring packages, but otherwise unsuspended/uncancelled).
4028 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4034 Returns an SQL expression identifying inactive cust_main records (customers with
4035 active recurring packages).
4039 sub inactive_sql { "
4040 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4042 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4048 Returns an SQL expression identifying suspended cust_main records.
4053 sub suspended_sql { susp_sql(@_); }
4055 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4057 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4063 Returns an SQL expression identifying cancelled cust_main records.
4067 sub cancelled_sql { cancel_sql(@_); }
4070 my $recurring_sql = FS::cust_pkg->recurring_sql;
4071 #my $recurring_sql = "
4072 # '0' != ( select freq from part_pkg
4073 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4077 0 < ( $select_count_pkgs )
4078 AND 0 = ( $select_count_pkgs AND $recurring_sql
4079 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4085 =item uncancelled_sql
4087 Returns an SQL expression identifying un-cancelled cust_main records.
4091 sub uncancelled_sql { uncancel_sql(@_); }
4092 sub uncancel_sql { "
4093 ( 0 < ( $select_count_pkgs
4094 AND ( cust_pkg.cancel IS NULL
4095 OR cust_pkg.cancel = 0
4098 OR 0 = ( $select_count_pkgs )
4102 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4104 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4105 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4106 appropriate ship_ field is also searched).
4108 Additional options are the same as FS::Record::qsearch
4113 my( $self, $fuzzy, $hash, @opt) = @_;
4118 check_and_rebuild_fuzzyfiles();
4119 foreach my $field ( keys %$fuzzy ) {
4121 my $all = $self->all_X($field);
4122 next unless scalar(@$all);
4125 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4128 foreach ( keys %match ) {
4129 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4130 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4133 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4136 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4138 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4146 Returns a masked version of the named field
4151 my ($self,$field) = @_;
4155 'x'x(length($self->getfield($field))-4).
4156 substr($self->getfield($field), (length($self->getfield($field))-4));
4166 =item smart_search OPTION => VALUE ...
4168 Accepts the following options: I<search>, the string to search for. The string
4169 will be searched for as a customer number, phone number, name or company name,
4170 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4171 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4172 skip fuzzy matching when an exact match is found.
4174 Any additional options are treated as an additional qualifier on the search
4177 Returns a (possibly empty) array of FS::cust_main objects.
4184 #here is the agent virtualization
4185 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4189 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4190 my $search = delete $options{'search'};
4191 ( my $alphanum_search = $search ) =~ s/\W//g;
4193 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4195 #false laziness w/Record::ut_phone
4196 my $phonen = "$1-$2-$3";
4197 $phonen .= " x$4" if $4;
4199 push @cust_main, qsearch( {
4200 'table' => 'cust_main',
4201 'hashref' => { %options },
4202 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4204 join(' OR ', map "$_ = '$phonen'",
4205 qw( daytime night fax
4206 ship_daytime ship_night ship_fax )
4209 " AND $agentnums_sql", #agent virtualization
4212 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4213 #try looking for matches with extensions unless one was specified
4215 push @cust_main, qsearch( {
4216 'table' => 'cust_main',
4217 'hashref' => { %options },
4218 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4220 join(' OR ', map "$_ LIKE '$phonen\%'",
4222 ship_daytime ship_night )
4225 " AND $agentnums_sql", #agent virtualization
4230 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
4232 push @cust_main, qsearch( {
4233 'table' => 'cust_main',
4234 'hashref' => { 'custnum' => $1, %options },
4235 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4238 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4240 my($company, $last, $first) = ( $1, $2, $3 );
4242 # "Company (Last, First)"
4243 #this is probably something a browser remembered,
4244 #so just do an exact search
4246 foreach my $prefix ( '', 'ship_' ) {
4247 push @cust_main, qsearch( {
4248 'table' => 'cust_main',
4249 'hashref' => { $prefix.'first' => $first,
4250 $prefix.'last' => $last,
4251 $prefix.'company' => $company,
4254 'extra_sql' => " AND $agentnums_sql",
4258 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4259 # try (ship_){last,company}
4263 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4264 # # full strings the browser remembers won't work
4265 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4267 use Lingua::EN::NameParse;
4268 my $NameParse = new Lingua::EN::NameParse(
4270 allow_reversed => 1,
4273 my($last, $first) = ( '', '' );
4274 #maybe disable this too and just rely on NameParse?
4275 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4277 ($last, $first) = ( $1, $2 );
4279 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4280 } elsif ( ! $NameParse->parse($value) ) {
4282 my %name = $NameParse->components;
4283 $first = $name{'given_name_1'};
4284 $last = $name{'surname_1'};
4288 if ( $first && $last ) {
4290 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4293 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4295 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4296 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4299 push @cust_main, qsearch( {
4300 'table' => 'cust_main',
4301 'hashref' => \%options,
4302 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4305 # or it just be something that was typed in... (try that in a sec)
4309 my $q_value = dbh->quote($value);
4312 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4313 $sql .= " ( LOWER(last) = $q_value
4314 OR LOWER(company) = $q_value
4315 OR LOWER(ship_last) = $q_value
4316 OR LOWER(ship_company) = $q_value
4319 push @cust_main, qsearch( {
4320 'table' => 'cust_main',
4321 'hashref' => \%options,
4322 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4325 #always do substring & fuzzy,
4326 #getting complains searches are not returning enough
4327 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4329 #still some false laziness w/ search/cust_main.cgi
4334 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4335 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4338 if ( $first && $last ) {
4341 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4342 'last' => { op=>'ILIKE', value=>"%$last%" },
4344 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4345 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4352 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4353 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4357 foreach my $hashref ( @hashrefs ) {
4359 push @cust_main, qsearch( {
4360 'table' => 'cust_main',
4361 'hashref' => { %$hashref,
4364 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4373 " AND $agentnums_sql", #extra_sql #agent virtualization
4376 if ( $first && $last ) {
4377 push @cust_main, FS::cust_main->fuzzy_search(
4378 { 'last' => $last, #fuzzy hashref
4379 'first' => $first }, #
4383 foreach my $field ( 'last', 'company' ) {
4385 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4390 #eliminate duplicates
4392 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4400 =item check_and_rebuild_fuzzyfiles
4404 use vars qw(@fuzzyfields);
4405 @fuzzyfields = ( 'last', 'first', 'company' );
4407 sub check_and_rebuild_fuzzyfiles {
4408 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4409 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4412 =item rebuild_fuzzyfiles
4416 sub rebuild_fuzzyfiles {
4418 use Fcntl qw(:flock);
4420 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4421 mkdir $dir, 0700 unless -d $dir;
4423 foreach my $fuzzy ( @fuzzyfields ) {
4425 open(LOCK,">>$dir/cust_main.$fuzzy")
4426 or die "can't open $dir/cust_main.$fuzzy: $!";
4428 or die "can't lock $dir/cust_main.$fuzzy: $!";
4430 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4431 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4433 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4434 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4435 " WHERE $field != '' AND $field IS NOT NULL");
4436 $sth->execute or die $sth->errstr;
4438 while ( my $row = $sth->fetchrow_arrayref ) {
4439 print CACHE $row->[0]. "\n";
4444 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4446 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4457 my( $self, $field ) = @_;
4458 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4459 open(CACHE,"<$dir/cust_main.$field")
4460 or die "can't open $dir/cust_main.$field: $!";
4461 my @array = map { chomp; $_; } <CACHE>;
4466 =item append_fuzzyfiles LASTNAME COMPANY
4470 sub append_fuzzyfiles {
4471 #my( $first, $last, $company ) = @_;
4473 &check_and_rebuild_fuzzyfiles;
4475 use Fcntl qw(:flock);
4477 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4479 foreach my $field (qw( first last company )) {
4484 open(CACHE,">>$dir/cust_main.$field")
4485 or die "can't open $dir/cust_main.$field: $!";
4486 flock(CACHE,LOCK_EX)
4487 or die "can't lock $dir/cust_main.$field: $!";
4489 print CACHE "$value\n";
4491 flock(CACHE,LOCK_UN)
4492 or die "can't unlock $dir/cust_main.$field: $!";
4507 #warn join('-',keys %$param);
4508 my $fh = $param->{filehandle};
4509 my $agentnum = $param->{agentnum};
4511 my $refnum = $param->{refnum};
4512 my $pkgpart = $param->{pkgpart};
4514 #my @fields = @{$param->{fields}};
4515 my $format = $param->{'format'};
4518 if ( $format eq 'simple' ) {
4519 @fields = qw( cust_pkg.setup dayphone first last
4520 address1 address2 city state zip comments );
4522 } elsif ( $format eq 'extended' ) {
4523 @fields = qw( agent_custid refnum
4524 last first address1 address2 city state zip country
4526 ship_last ship_first ship_address1 ship_address2
4527 ship_city ship_state ship_zip ship_country
4528 payinfo paycvv paydate
4531 svc_acct.username svc_acct._password
4535 die "unknown format $format";
4538 eval "use Text::CSV_XS;";
4541 my $csv = new Text::CSV_XS;
4548 local $SIG{HUP} = 'IGNORE';
4549 local $SIG{INT} = 'IGNORE';
4550 local $SIG{QUIT} = 'IGNORE';
4551 local $SIG{TERM} = 'IGNORE';
4552 local $SIG{TSTP} = 'IGNORE';
4553 local $SIG{PIPE} = 'IGNORE';
4555 my $oldAutoCommit = $FS::UID::AutoCommit;
4556 local $FS::UID::AutoCommit = 0;
4559 #while ( $columns = $csv->getline($fh) ) {
4561 while ( defined($line=<$fh>) ) {
4563 $csv->parse($line) or do {
4564 $dbh->rollback if $oldAutoCommit;
4565 return "can't parse: ". $csv->error_input();
4568 my @columns = $csv->fields();
4569 #warn join('-',@columns);
4572 agentnum => $agentnum,
4574 country => $conf->config('countrydefault') || 'US',
4575 payby => $payby, #default
4576 paydate => '12/2037', #default
4578 my $billtime = time;
4579 my %cust_pkg = ( pkgpart => $pkgpart );
4581 foreach my $field ( @fields ) {
4583 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|expire|cancel)$/ ) {
4585 #$cust_pkg{$1} = str2time( shift @$columns );
4586 if ( $1 eq 'pkgpart' ) {
4587 $cust_pkg{$1} = shift @columns;
4588 } elsif ( $1 eq 'setup' ) {
4589 $billtime = str2time(shift @columns);
4591 $cust_pkg{$1} = str2time( shift @columns );
4594 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
4596 $svc_acct{$1} = shift @columns;
4600 #refnum interception
4601 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
4603 my $referral = $columns[0];
4604 my %hash = ( 'referral' => $referral,
4605 'agentnum' => $agentnum,
4609 my $part_referral = qsearchs('part_referral', \%hash )
4610 || new FS::part_referral \%hash;
4612 unless ( $part_referral->refnum ) {
4613 my $error = $part_referral->insert;
4615 $dbh->rollback if $oldAutoCommit;
4616 return "can't auto-insert advertising source: $referral: $error";
4620 $columns[0] = $part_referral->refnum;
4623 #$cust_main{$field} = shift @$columns;
4624 $cust_main{$field} = shift @columns;
4628 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
4630 my $invoicing_list = $cust_main{'invoicing_list'}
4631 ? [ delete $cust_main{'invoicing_list'} ]
4634 my $cust_main = new FS::cust_main ( \%cust_main );
4637 tie my %hash, 'Tie::RefHash'; #this part is important
4639 if ( $cust_pkg{'pkgpart'} ) {
4640 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
4643 if ( $svc_acct{'username'} ) {
4644 my $part_pkg = $cust_pkg->part_pkg;
4645 unless ( $part_pkg ) {
4646 $dbh->rollback if $oldAutoCommit;
4647 return "unknown pkgnum ". $cust_pkg{'pkgpart'};
4649 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
4650 push @svc_acct, new FS::svc_acct ( \%svc_acct )
4653 $hash{$cust_pkg} = \@svc_acct;
4656 my $error = $cust_main->insert( \%hash, $invoicing_list );
4659 $dbh->rollback if $oldAutoCommit;
4660 return "can't insert customer for $line: $error";
4663 if ( $format eq 'simple' ) {
4665 #false laziness w/bill.cgi
4666 $error = $cust_main->bill( 'time' => $billtime );
4668 $dbh->rollback if $oldAutoCommit;
4669 return "can't bill customer for $line: $error";
4672 $cust_main->apply_payments_and_credits;
4674 $error = $cust_main->collect();
4676 $dbh->rollback if $oldAutoCommit;
4677 return "can't collect customer for $line: $error";
4685 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4687 return "Empty file!" unless $imported;
4699 #warn join('-',keys %$param);
4700 my $fh = $param->{filehandle};
4701 my @fields = @{$param->{fields}};
4703 eval "use Text::CSV_XS;";
4706 my $csv = new Text::CSV_XS;
4713 local $SIG{HUP} = 'IGNORE';
4714 local $SIG{INT} = 'IGNORE';
4715 local $SIG{QUIT} = 'IGNORE';
4716 local $SIG{TERM} = 'IGNORE';
4717 local $SIG{TSTP} = 'IGNORE';
4718 local $SIG{PIPE} = 'IGNORE';
4720 my $oldAutoCommit = $FS::UID::AutoCommit;
4721 local $FS::UID::AutoCommit = 0;
4724 #while ( $columns = $csv->getline($fh) ) {
4726 while ( defined($line=<$fh>) ) {
4728 $csv->parse($line) or do {
4729 $dbh->rollback if $oldAutoCommit;
4730 return "can't parse: ". $csv->error_input();
4733 my @columns = $csv->fields();
4734 #warn join('-',@columns);
4737 foreach my $field ( @fields ) {
4738 $row{$field} = shift @columns;
4741 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
4742 unless ( $cust_main ) {
4743 $dbh->rollback if $oldAutoCommit;
4744 return "unknown custnum $row{'custnum'}";
4747 if ( $row{'amount'} > 0 ) {
4748 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4750 $dbh->rollback if $oldAutoCommit;
4754 } elsif ( $row{'amount'} < 0 ) {
4755 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4758 $dbh->rollback if $oldAutoCommit;
4768 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4770 return "Empty file!" unless $imported;
4776 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4778 Sends a templated email notification to the customer (see L<Text::Template>).
4780 OPTIONS is a hash and may include
4782 I<from> - the email sender (default is invoice_from)
4784 I<to> - comma-separated scalar or arrayref of recipients
4785 (default is invoicing_list)
4787 I<subject> - The subject line of the sent email notification
4788 (default is "Notice from company_name")
4790 I<extra_fields> - a hashref of name/value pairs which will be substituted
4793 The following variables are vavailable in the template.
4795 I<$first> - the customer first name
4796 I<$last> - the customer last name
4797 I<$company> - the customer company
4798 I<$payby> - a description of the method of payment for the customer
4799 # would be nice to use FS::payby::shortname
4800 I<$payinfo> - the account information used to collect for this customer
4801 I<$expdate> - the expiration of the customer payment in seconds from epoch
4806 my ($customer, $template, %options) = @_;
4808 return unless $conf->exists($template);
4810 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
4811 $from = $options{from} if exists($options{from});
4813 my $to = join(',', $customer->invoicing_list_emailonly);
4814 $to = $options{to} if exists($options{to});
4816 my $subject = "Notice from " . $conf->config('company_name')
4817 if $conf->exists('company_name');
4818 $subject = $options{subject} if exists($options{subject});
4820 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4821 SOURCE => [ map "$_\n",
4822 $conf->config($template)]
4824 or die "can't create new Text::Template object: Text::Template::ERROR";
4825 $notify_template->compile()
4826 or die "can't compile template: Text::Template::ERROR";
4828 my $paydate = $customer->paydate;
4829 $FS::notify_template::_template::first = $customer->first;
4830 $FS::notify_template::_template::last = $customer->last;
4831 $FS::notify_template::_template::company = $customer->company;
4832 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
4833 my $payby = $customer->payby;
4834 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4835 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4837 #credit cards expire at the end of the month/year of their exp date
4838 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4839 $FS::notify_template::_template::payby = 'credit card';
4840 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4841 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4843 }elsif ($payby eq 'COMP') {
4844 $FS::notify_template::_template::payby = 'complimentary account';
4846 $FS::notify_template::_template::payby = 'current method';
4848 $FS::notify_template::_template::expdate = $expire_time;
4850 for (keys %{$options{extra_fields}}){
4852 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4855 send_email(from => $from,
4857 subject => $subject,
4858 body => $notify_template->fill_in( PACKAGE =>
4859 'FS::notify_template::_template' ),
4870 The delete method should possibly take an FS::cust_main object reference
4871 instead of a scalar customer number.
4873 Bill and collect options should probably be passed as references instead of a
4876 There should probably be a configuration file with a list of allowed credit
4879 No multiple currency support (probably a larger project than just this module).
4881 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
4883 Birthdates rely on negative epoch values.
4887 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
4888 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
4889 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.