2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
29 use File::Temp; #qw( tempfile );
30 use Business::CreditCard 0.28;
31 use List::Util qw(min);
32 use FS::UID qw( dbh driver_name );
33 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_ps do_print money_pretty card_types );
36 use FS::Msgcat qw(gettext);
43 use FS::cust_bill_void;
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
59 use FS::agent_currency;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 our $me = '[FS::cust_main]';
87 our $ignore_expired_card = 0;
88 our $ignore_banned_card = 0;
89 our $ignore_invalid_card = 0;
91 our $skip_fuzzyfiles = 0;
93 our $ucfirst_nowarn = 0;
95 #this info is in cust_payby as of 4.x
96 #this and the fields themselves can be removed in 5.x
97 our @encrypted_fields = ('payinfo', 'paycvv');
98 sub nohistory_fields { ('payinfo', 'paycvv'); }
101 #ask FS::UID to run this stuff for us later
102 #$FS::UID::callback{'FS::cust_main'} = sub {
103 install_callback FS::UID sub {
104 $conf = new FS::Conf;
105 #yes, need it for stuff below (prolly should be cached)
106 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
111 my ( $hashref, $cache ) = @_;
112 if ( exists $hashref->{'pkgnum'} ) {
113 #@{ $self->{'_pkgnum'} } = ();
114 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
115 $self->{'_pkgnum'} = $subcache;
116 #push @{ $self->{'_pkgnum'} },
117 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
123 FS::cust_main - Object methods for cust_main records
129 $record = new FS::cust_main \%hash;
130 $record = new FS::cust_main { 'column' => 'value' };
132 $error = $record->insert;
134 $error = $new_record->replace($old_record);
136 $error = $record->delete;
138 $error = $record->check;
140 @cust_pkg = $record->all_pkgs;
142 @cust_pkg = $record->ncancelled_pkgs;
144 @cust_pkg = $record->suspended_pkgs;
146 $error = $record->bill;
147 $error = $record->bill %options;
148 $error = $record->bill 'time' => $time;
150 $error = $record->collect;
151 $error = $record->collect %options;
152 $error = $record->collect 'invoice_time' => $time,
157 An FS::cust_main object represents a customer. FS::cust_main inherits from
158 FS::Record. The following fields are currently supported:
164 Primary key (assigned automatically for new customers)
168 Agent (see L<FS::agent>)
172 Advertising source (see L<FS::part_referral>)
184 Cocial security number (optional)
208 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
212 Payment Information (See L<FS::payinfo_Mixin> for data format)
216 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
220 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
224 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
228 Start date month (maestro/solo cards only)
232 Start date year (maestro/solo cards only)
236 Issue number (maestro/solo cards only)
240 Name on card or billing name
244 IP address from which payment information was received
248 Tax exempt, empty or `Y'
252 Order taker (see L<FS::access_user>)
258 =item referral_custnum
260 Referring customer number
264 Enable individual CDR spooling, empty or `Y'
268 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
272 Discourage individual CDR printing, empty or `Y'
276 Allow self-service editing of ticket subjects, empty or 'Y'
278 =item calling_list_exempt
280 Do not call, empty or 'Y'
282 =item invoice_ship_address
284 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
294 Creates a new customer. To add the customer to the database, see L<"insert">.
296 Note that this stores the hash reference, not a distinct copy of the hash it
297 points to. You can ask the object for a copy with the I<hash> method.
301 sub table { 'cust_main'; }
303 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
305 Adds this customer to the database. If there is an error, returns the error,
306 otherwise returns false.
308 Usually the customer's location will not yet exist in the database, and
309 the C<bill_location> and C<ship_location> pseudo-fields must be set to
310 uninserted L<FS::cust_location> objects. These will be inserted and linked
311 (in both directions) to the new customer record. If they're references
312 to the same object, they will become the same location.
314 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
315 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
316 are inserted atomicly, or the transaction is rolled back. Passing an empty
317 hash reference is equivalent to not supplying this parameter. There should be
318 a better explanation of this, but until then, here's an example:
321 tie %hash, 'Tie::RefHash'; #this part is important
323 $cust_pkg => [ $svc_acct ],
326 $cust_main->insert( \%hash );
328 INVOICING_LIST_ARYREF: No longer supported.
330 Currently available options are: I<depend_jobnum>, I<noexport>,
331 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
333 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
334 on the supplied jobnum (they will not run until the specific job completes).
335 This can be used to defer provisioning until some action completes (such
336 as running the customer's credit card successfully).
338 The I<noexport> option is deprecated. If I<noexport> is set true, no
339 provisioning jobs (exports) are scheduled. (You can schedule them later with
340 the B<reexport> method.)
342 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
343 of tax names and exemption numbers. FS::cust_main_exemption records will be
344 created and inserted.
346 If I<prospectnum> is set, moves contacts and locations from that prospect.
348 If I<contact> is set to an arrayref of FS::contact objects, those will be
351 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
352 unset), inserts those new contacts with this new customer. Handles CGI
353 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
355 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
356 new stored payment records with this new customer. Handles CGI parameters
357 for an "m2" multiple entry field as passed by edit/cust_main.cgi
363 my $cust_pkgs = @_ ? shift : {};
365 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
366 warn "cust_main::insert using deprecated invoicing list argument";
367 $invoicing_list = shift;
370 warn "$me insert called with options ".
371 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
374 local $SIG{HUP} = 'IGNORE';
375 local $SIG{INT} = 'IGNORE';
376 local $SIG{QUIT} = 'IGNORE';
377 local $SIG{TERM} = 'IGNORE';
378 local $SIG{TSTP} = 'IGNORE';
379 local $SIG{PIPE} = 'IGNORE';
381 my $oldAutoCommit = $FS::UID::AutoCommit;
382 local $FS::UID::AutoCommit = 0;
385 my $prepay_identifier = '';
386 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
388 if ( $self->payby eq 'PREPAY' ) {
390 $self->payby(''); #'BILL');
391 $prepay_identifier = $self->payinfo;
394 warn " looking up prepaid card $prepay_identifier\n"
397 my $error = $self->get_prepay( $prepay_identifier,
398 'amount_ref' => \$amount,
399 'seconds_ref' => \$seconds,
400 'upbytes_ref' => \$upbytes,
401 'downbytes_ref' => \$downbytes,
402 'totalbytes_ref' => \$totalbytes,
405 $dbh->rollback if $oldAutoCommit;
406 #return "error applying prepaid card (transaction rolled back): $error";
410 $payby = 'PREP' if $amount;
412 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
415 $self->payby(''); #'BILL');
416 $amount = $self->paid;
421 foreach my $l (qw(bill_location ship_location)) {
423 my $loc = delete $self->hashref->{$l} or next;
425 if ( !$loc->locationnum ) {
426 # warn the location that we're going to insert it with no custnum
427 $loc->set(custnum_pending => 1);
428 warn " inserting $l\n"
430 my $error = $loc->insert;
432 $dbh->rollback if $oldAutoCommit;
433 my $label = $l eq 'ship_location' ? 'service' : 'billing';
434 return "$error (in $label location)";
437 } elsif ( $loc->prospectnum ) {
439 $loc->prospectnum('');
440 $loc->set(custnum_pending => 1);
441 my $error = $loc->replace;
443 $dbh->rollback if $oldAutoCommit;
444 my $label = $l eq 'ship_location' ? 'service' : 'billing';
445 return "$error (moving $label location)";
448 } elsif ( ($loc->custnum || 0) > 0 ) {
449 # then it somehow belongs to another customer--shouldn't happen
450 $dbh->rollback if $oldAutoCommit;
451 return "$l belongs to customer ".$loc->custnum;
453 # else it already belongs to this customer
454 # (happens when ship_location is identical to bill_location)
456 $self->set($l.'num', $loc->locationnum);
458 if ( $self->get($l.'num') eq '' ) {
459 $dbh->rollback if $oldAutoCommit;
464 warn " inserting $self\n"
467 $self->signupdate(time) unless $self->signupdate;
469 $self->auto_agent_custid()
470 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
472 my $error = $self->check_payinfo_cardtype
473 || $self->SUPER::insert;
475 $dbh->rollback if $oldAutoCommit;
476 #return "inserting cust_main record (transaction rolled back): $error";
480 # now set cust_location.custnum
481 foreach my $l (qw(bill_location ship_location)) {
482 warn " setting $l.custnum\n"
484 my $loc = $self->$l or next;
485 unless ( $loc->custnum ) {
486 $loc->set(custnum => $self->custnum);
487 $error ||= $loc->replace;
491 $dbh->rollback if $oldAutoCommit;
492 return "error setting $l custnum: $error";
496 warn " setting customer tags\n"
499 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
500 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
501 'custnum' => $self->custnum };
502 my $error = $cust_tag->insert;
504 $dbh->rollback if $oldAutoCommit;
509 my $prospectnum = delete $options{'prospectnum'};
510 if ( $prospectnum ) {
512 warn " moving contacts and locations from prospect $prospectnum\n"
516 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
517 unless ( $prospect_main ) {
518 $dbh->rollback if $oldAutoCommit;
519 return "Unknown prospectnum $prospectnum";
521 $prospect_main->custnum($self->custnum);
522 $prospect_main->disabled('Y');
523 my $error = $prospect_main->replace;
525 $dbh->rollback if $oldAutoCommit;
529 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
530 my $cust_contact = new FS::cust_contact {
531 'custnum' => $self->custnum,
532 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
534 my $error = $cust_contact->insert
535 || $prospect_contact->delete;
537 $dbh->rollback if $oldAutoCommit;
542 my @cust_location = $prospect_main->cust_location;
543 my @qual = $prospect_main->qual;
545 foreach my $r ( @cust_location, @qual ) {
547 $r->custnum($self->custnum);
548 my $error = $r->replace;
550 $dbh->rollback if $oldAutoCommit;
557 warn " setting contacts\n"
560 $invoicing_list ||= $options{'invoicing_list'};
561 if ( $invoicing_list ) {
563 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
566 foreach my $dest (@$invoicing_list ) {
567 if ($dest eq 'POST') {
568 $self->set('postal_invoice', 'Y');
571 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
572 if ( $contact_email ) {
573 my $cust_contact = FS::cust_contact->new({
574 contactnum => $contact_email->contactnum,
575 custnum => $self->custnum,
577 $cust_contact->set('invoice_dest', 'Y');
578 my $error = $cust_contact->contactnum ?
579 $cust_contact->replace : $cust_contact->insert;
581 $dbh->rollback if $oldAutoCommit;
582 return "$error (linking to email address $dest)";
586 # this email address is not yet linked to any contact
587 $email .= ',' if length($email);
593 my $contact = FS::contact->new({
594 'custnum' => $self->get('custnum'),
595 'last' => $self->get('last'),
596 'first' => $self->get('first'),
597 'emailaddress' => $email,
598 'invoice_dest' => 'Y', # yes, you can set this via the contact
600 my $error = $contact->insert;
602 $dbh->rollback if $oldAutoCommit;
608 if ( my $contact = delete $options{'contact'} ) {
610 foreach my $c ( @$contact ) {
611 $c->custnum($self->custnum);
612 my $error = $c->insert;
614 $dbh->rollback if $oldAutoCommit;
620 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
622 my $error = $self->process_o2m( 'table' => 'contact',
623 'fields' => FS::contact->cgi_contact_fields,
624 'params' => $contact_params,
627 $dbh->rollback if $oldAutoCommit;
632 warn " setting cust_payby\n"
635 if ( $options{cust_payby} ) {
637 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
638 $cust_payby->custnum($self->custnum);
639 my $error = $cust_payby->insert;
641 $dbh->rollback if $oldAutoCommit;
646 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
648 my $error = $self->process_o2m(
649 'table' => 'cust_payby',
650 'fields' => FS::cust_payby->cgi_cust_payby_fields,
651 'params' => $cust_payby_params,
652 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
655 $dbh->rollback if $oldAutoCommit;
661 warn " setting cust_main_exemption\n"
664 my $tax_exemption = delete $options{'tax_exemption'};
665 if ( $tax_exemption ) {
667 $tax_exemption = { map { $_ => '' } @$tax_exemption }
668 if ref($tax_exemption) eq 'ARRAY';
670 foreach my $taxname ( keys %$tax_exemption ) {
671 my $cust_main_exemption = new FS::cust_main_exemption {
672 'custnum' => $self->custnum,
673 'taxname' => $taxname,
674 'exempt_number' => $tax_exemption->{$taxname},
676 my $error = $cust_main_exemption->insert;
678 $dbh->rollback if $oldAutoCommit;
679 return "inserting cust_main_exemption (transaction rolled back): $error";
684 warn " ordering packages\n"
687 $error = $self->order_pkgs( $cust_pkgs,
689 'seconds_ref' => \$seconds,
690 'upbytes_ref' => \$upbytes,
691 'downbytes_ref' => \$downbytes,
692 'totalbytes_ref' => \$totalbytes,
695 $dbh->rollback if $oldAutoCommit;
700 $dbh->rollback if $oldAutoCommit;
701 return "No svc_acct record to apply pre-paid time";
703 if ( $upbytes || $downbytes || $totalbytes ) {
704 $dbh->rollback if $oldAutoCommit;
705 return "No svc_acct record to apply pre-paid data";
709 warn " inserting initial $payby payment of $amount\n"
711 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
713 $dbh->rollback if $oldAutoCommit;
714 return "inserting payment (transaction rolled back): $error";
718 unless ( $import || $skip_fuzzyfiles ) {
719 warn " queueing fuzzyfiles update\n"
721 $error = $self->queue_fuzzyfiles_update;
723 $dbh->rollback if $oldAutoCommit;
724 return "updating fuzzy search cache: $error";
728 # FS::geocode_Mixin::after_insert or something?
729 if ( $conf->config('tax_district_method') and !$import ) {
730 # if anything non-empty, try to look it up
731 my $queue = new FS::queue {
732 'job' => 'FS::geocode_Mixin::process_district_update',
733 'custnum' => $self->custnum,
735 my $error = $queue->insert( ref($self), $self->custnum );
737 $dbh->rollback if $oldAutoCommit;
738 return "queueing tax district update: $error";
743 warn " exporting\n" if $DEBUG > 1;
745 my $export_args = $options{'export_args'} || [];
748 map qsearch( 'part_export', {exportnum=>$_} ),
749 $conf->config('cust_main-exports'); #, $agentnum
751 foreach my $part_export ( @part_export ) {
752 my $error = $part_export->export_insert($self, @$export_args);
754 $dbh->rollback if $oldAutoCommit;
755 return "exporting to ". $part_export->exporttype.
756 " (transaction rolled back): $error";
760 #foreach my $depend_jobnum ( @$depend_jobnums ) {
761 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
763 # foreach my $jobnum ( @jobnums ) {
764 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
765 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
767 # my $error = $queue->depend_insert($depend_jobnum);
769 # $dbh->rollback if $oldAutoCommit;
770 # return "error queuing job dependancy: $error";
777 #if ( exists $options{'jobnums'} ) {
778 # push @{ $options{'jobnums'} }, @jobnums;
781 warn " insert complete; committing transaction\n"
784 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
789 use File::CounterFile;
790 sub auto_agent_custid {
793 my $format = $conf->config('cust_main-auto_agent_custid');
795 if ( $format eq '1YMMXXXXXXXX' ) {
797 my $counter = new File::CounterFile 'cust_main.agent_custid';
800 my $ym = 100000000000 + time2str('%y%m00000000', time);
801 if ( $ym > $counter->value ) {
802 $counter->{'value'} = $agent_custid = $ym;
803 $counter->{'updated'} = 1;
805 $agent_custid = $counter->inc;
811 die "Unknown cust_main-auto_agent_custid format: $format";
814 $self->agent_custid($agent_custid);
818 =item PACKAGE METHODS
820 Documentation on customer package methods has been moved to
821 L<FS::cust_main::Packages>.
823 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
825 Recharges this (existing) customer with the specified prepaid card (see
826 L<FS::prepay_credit>), specified either by I<identifier> or as an
827 FS::prepay_credit object. If there is an error, returns the error, otherwise
830 Optionally, five scalar references can be passed as well. They will have their
831 values filled in with the amount, number of seconds, and number of upload,
832 download, and total bytes applied by this prepaid card.
836 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
837 #the only place that uses these args
838 sub recharge_prepay {
839 my( $self, $prepay_credit, $amountref, $secondsref,
840 $upbytesref, $downbytesref, $totalbytesref ) = @_;
842 local $SIG{HUP} = 'IGNORE';
843 local $SIG{INT} = 'IGNORE';
844 local $SIG{QUIT} = 'IGNORE';
845 local $SIG{TERM} = 'IGNORE';
846 local $SIG{TSTP} = 'IGNORE';
847 local $SIG{PIPE} = 'IGNORE';
849 my $oldAutoCommit = $FS::UID::AutoCommit;
850 local $FS::UID::AutoCommit = 0;
853 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
855 my $error = $self->get_prepay( $prepay_credit,
856 'amount_ref' => \$amount,
857 'seconds_ref' => \$seconds,
858 'upbytes_ref' => \$upbytes,
859 'downbytes_ref' => \$downbytes,
860 'totalbytes_ref' => \$totalbytes,
862 || $self->increment_seconds($seconds)
863 || $self->increment_upbytes($upbytes)
864 || $self->increment_downbytes($downbytes)
865 || $self->increment_totalbytes($totalbytes)
866 || $self->insert_cust_pay_prepay( $amount,
868 ? $prepay_credit->identifier
873 $dbh->rollback if $oldAutoCommit;
877 if ( defined($amountref) ) { $$amountref = $amount; }
878 if ( defined($secondsref) ) { $$secondsref = $seconds; }
879 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
880 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
881 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
883 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
888 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
890 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
891 specified either by I<identifier> or as an FS::prepay_credit object.
893 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
894 incremented by the values of the prepaid card.
896 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
897 check or set this customer's I<agentnum>.
899 If there is an error, returns the error, otherwise returns false.
905 my( $self, $prepay_credit, %opt ) = @_;
907 local $SIG{HUP} = 'IGNORE';
908 local $SIG{INT} = 'IGNORE';
909 local $SIG{QUIT} = 'IGNORE';
910 local $SIG{TERM} = 'IGNORE';
911 local $SIG{TSTP} = 'IGNORE';
912 local $SIG{PIPE} = 'IGNORE';
914 my $oldAutoCommit = $FS::UID::AutoCommit;
915 local $FS::UID::AutoCommit = 0;
918 unless ( ref($prepay_credit) ) {
920 my $identifier = $prepay_credit;
922 $prepay_credit = qsearchs(
924 { 'identifier' => $identifier },
929 unless ( $prepay_credit ) {
930 $dbh->rollback if $oldAutoCommit;
931 return "Invalid prepaid card: ". $identifier;
936 if ( $prepay_credit->agentnum ) {
937 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
938 $dbh->rollback if $oldAutoCommit;
939 return "prepaid card not valid for agent ". $self->agentnum;
941 $self->agentnum($prepay_credit->agentnum);
944 my $error = $prepay_credit->delete;
946 $dbh->rollback if $oldAutoCommit;
947 return "removing prepay_credit (transaction rolled back): $error";
950 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
951 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
953 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
958 =item increment_upbytes SECONDS
960 Updates this customer's single or primary account (see L<FS::svc_acct>) by
961 the specified number of upbytes. If there is an error, returns the error,
962 otherwise returns false.
966 sub increment_upbytes {
967 _increment_column( shift, 'upbytes', @_);
970 =item increment_downbytes SECONDS
972 Updates this customer's single or primary account (see L<FS::svc_acct>) by
973 the specified number of downbytes. If there is an error, returns the error,
974 otherwise returns false.
978 sub increment_downbytes {
979 _increment_column( shift, 'downbytes', @_);
982 =item increment_totalbytes SECONDS
984 Updates this customer's single or primary account (see L<FS::svc_acct>) by
985 the specified number of totalbytes. If there is an error, returns the error,
986 otherwise returns false.
990 sub increment_totalbytes {
991 _increment_column( shift, 'totalbytes', @_);
994 =item increment_seconds SECONDS
996 Updates this customer's single or primary account (see L<FS::svc_acct>) by
997 the specified number of seconds. If there is an error, returns the error,
998 otherwise returns false.
1002 sub increment_seconds {
1003 _increment_column( shift, 'seconds', @_);
1006 =item _increment_column AMOUNT
1008 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1009 the specified number of seconds or bytes. If there is an error, returns
1010 the error, otherwise returns false.
1014 sub _increment_column {
1015 my( $self, $column, $amount ) = @_;
1016 warn "$me increment_column called: $column, $amount\n"
1019 return '' unless $amount;
1021 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1022 $self->ncancelled_pkgs;
1024 if ( ! @cust_pkg ) {
1025 return 'No packages with primary or single services found'.
1026 ' to apply pre-paid time';
1027 } elsif ( scalar(@cust_pkg) > 1 ) {
1028 #maybe have a way to specify the package/account?
1029 return 'Multiple packages found to apply pre-paid time';
1032 my $cust_pkg = $cust_pkg[0];
1033 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1037 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1039 if ( ! @cust_svc ) {
1040 return 'No account found to apply pre-paid time';
1041 } elsif ( scalar(@cust_svc) > 1 ) {
1042 return 'Multiple accounts found to apply pre-paid time';
1045 my $svc_acct = $cust_svc[0]->svc_x;
1046 warn " found service svcnum ". $svc_acct->pkgnum.
1047 ' ('. $svc_acct->email. ")\n"
1050 $column = "increment_$column";
1051 $svc_acct->$column($amount);
1055 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1057 Inserts a prepayment in the specified amount for this customer. An optional
1058 second argument can specify the prepayment identifier for tracking purposes.
1059 If there is an error, returns the error, otherwise returns false.
1063 sub insert_cust_pay_prepay {
1064 shift->insert_cust_pay('PREP', @_);
1067 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1069 Inserts a cash payment in the specified amount for this customer. An optional
1070 second argument can specify the payment identifier for tracking purposes.
1071 If there is an error, returns the error, otherwise returns false.
1075 sub insert_cust_pay_cash {
1076 shift->insert_cust_pay('CASH', @_);
1079 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1081 Inserts a Western Union payment in the specified amount for this customer. An
1082 optional second argument can specify the prepayment identifier for tracking
1083 purposes. If there is an error, returns the error, otherwise returns false.
1087 sub insert_cust_pay_west {
1088 shift->insert_cust_pay('WEST', @_);
1091 sub insert_cust_pay {
1092 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1093 my $payinfo = scalar(@_) ? shift : '';
1095 my $cust_pay = new FS::cust_pay {
1096 'custnum' => $self->custnum,
1097 'paid' => sprintf('%.2f', $amount),
1098 #'_date' => #date the prepaid card was purchased???
1100 'payinfo' => $payinfo,
1106 =item delete [ OPTION => VALUE ... ]
1108 This deletes the customer. If there is an error, returns the error, otherwise
1111 This will completely remove all traces of the customer record. This is not
1112 what you want when a customer cancels service; for that, cancel all of the
1113 customer's packages (see L</cancel>).
1115 If the customer has any uncancelled packages, you need to pass a new (valid)
1116 customer number for those packages to be transferred to, as the "new_customer"
1117 option. Cancelled packages will be deleted. Did I mention that this is NOT
1118 what you want when a customer cancels service and that you really should be
1119 looking at L<FS::cust_pkg/cancel>?
1121 You can't delete a customer with invoices (see L<FS::cust_bill>),
1122 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1123 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1124 set the "delete_financials" option to a true value.
1129 my( $self, %opt ) = @_;
1131 local $SIG{HUP} = 'IGNORE';
1132 local $SIG{INT} = 'IGNORE';
1133 local $SIG{QUIT} = 'IGNORE';
1134 local $SIG{TERM} = 'IGNORE';
1135 local $SIG{TSTP} = 'IGNORE';
1136 local $SIG{PIPE} = 'IGNORE';
1138 my $oldAutoCommit = $FS::UID::AutoCommit;
1139 local $FS::UID::AutoCommit = 0;
1142 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1143 $dbh->rollback if $oldAutoCommit;
1144 return "Can't delete a master agent customer";
1147 #use FS::access_user
1148 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1149 $dbh->rollback if $oldAutoCommit;
1150 return "Can't delete a master employee customer";
1153 tie my %financial_tables, 'Tie::IxHash',
1154 'cust_bill' => 'invoices',
1155 'cust_statement' => 'statements',
1156 'cust_credit' => 'credits',
1157 'cust_pay' => 'payments',
1158 'cust_refund' => 'refunds',
1161 foreach my $table ( keys %financial_tables ) {
1163 my @records = $self->$table();
1165 if ( @records && ! $opt{'delete_financials'} ) {
1166 $dbh->rollback if $oldAutoCommit;
1167 return "Can't delete a customer with ". $financial_tables{$table};
1170 foreach my $record ( @records ) {
1171 my $error = $record->delete;
1173 $dbh->rollback if $oldAutoCommit;
1174 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1180 my @cust_pkg = $self->ncancelled_pkgs;
1182 my $new_custnum = $opt{'new_custnum'};
1183 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1184 $dbh->rollback if $oldAutoCommit;
1185 return "Invalid new customer number: $new_custnum";
1187 foreach my $cust_pkg ( @cust_pkg ) {
1188 my %hash = $cust_pkg->hash;
1189 $hash{'custnum'} = $new_custnum;
1190 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1191 my $error = $new_cust_pkg->replace($cust_pkg,
1192 options => { $cust_pkg->options },
1195 $dbh->rollback if $oldAutoCommit;
1200 my @cancelled_cust_pkg = $self->all_pkgs;
1201 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1202 my $error = $cust_pkg->delete;
1204 $dbh->rollback if $oldAutoCommit;
1209 #cust_tax_adjustment in financials?
1210 #cust_pay_pending? ouch
1211 foreach my $table (qw(
1212 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1213 cust_payby cust_location cust_main_note cust_tax_adjustment
1214 cust_pay_void cust_pay_batch queue cust_tax_exempt
1216 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1217 my $error = $record->delete;
1219 $dbh->rollback if $oldAutoCommit;
1225 my $sth = $dbh->prepare(
1226 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1228 my $errstr = $dbh->errstr;
1229 $dbh->rollback if $oldAutoCommit;
1232 $sth->execute($self->custnum) or do {
1233 my $errstr = $sth->errstr;
1234 $dbh->rollback if $oldAutoCommit;
1240 my $ticket_dbh = '';
1241 if ($conf->config('ticket_system') eq 'RT_Internal') {
1243 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1244 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1245 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1246 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1249 if ( $ticket_dbh ) {
1251 my $ticket_sth = $ticket_dbh->prepare(
1252 'DELETE FROM Links WHERE Target = ?'
1254 my $errstr = $ticket_dbh->errstr;
1255 $dbh->rollback if $oldAutoCommit;
1258 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1260 my $errstr = $ticket_sth->errstr;
1261 $dbh->rollback if $oldAutoCommit;
1265 #check and see if the customer is the only link on the ticket, and
1266 #if so, set the ticket to deleted status in RT?
1267 #maybe someday, for now this will at least fix tickets not displaying
1271 #delete the customer record
1273 my $error = $self->SUPER::delete;
1275 $dbh->rollback if $oldAutoCommit;
1279 # cust_main exports!
1281 #my $export_args = $options{'export_args'} || [];
1284 map qsearch( 'part_export', {exportnum=>$_} ),
1285 $conf->config('cust_main-exports'); #, $agentnum
1287 foreach my $part_export ( @part_export ) {
1288 my $error = $part_export->export_delete( $self ); #, @$export_args);
1290 $dbh->rollback if $oldAutoCommit;
1291 return "exporting to ". $part_export->exporttype.
1292 " (transaction rolled back): $error";
1296 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1301 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1303 Replaces the OLD_RECORD with this one in the database. If there is an error,
1304 returns the error, otherwise returns false.
1306 To change the customer's address, set the pseudo-fields C<bill_location> and
1307 C<ship_location>. The address will still only change if at least one of the
1308 address fields differs from the existing values.
1310 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1311 set as the contact email address for a default contact with the same name as
1314 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1315 I<contact_params>, I<invoicing_list>.
1317 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1318 of tax names and exemption numbers. FS::cust_main_exemption records will be
1319 deleted and inserted as appropriate.
1321 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1322 groups (describing the customer's payment methods and contacts, respectively)
1323 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1324 and L<FS::contact> for the fields these can contain.
1326 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1327 should be used instead if possible.
1334 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1336 : $self->replace_old;
1340 warn "$me replace called\n"
1343 my $curuser = $FS::CurrentUser::CurrentUser;
1344 return "You are not permitted to create complimentary accounts."
1345 if $self->complimentary eq 'Y'
1346 && $self->complimentary ne $old->complimentary
1347 && ! $curuser->access_right('Complimentary customer');
1349 local($ignore_expired_card) = 1
1350 if $old->payby =~ /^(CARD|DCRD)$/
1351 && $self->payby =~ /^(CARD|DCRD)$/
1352 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1354 local($ignore_banned_card) = 1
1355 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1356 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1357 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1359 if ( $self->payby =~ /^(CARD|DCRD)$/
1360 && $old->payinfo ne $self->payinfo
1361 && $old->paymask ne $self->paymask )
1363 my $error = $self->check_payinfo_cardtype;
1364 return $error if $error;
1367 return "Invoicing locale is required"
1370 && $conf->exists('cust_main-require_locale');
1372 local $SIG{HUP} = 'IGNORE';
1373 local $SIG{INT} = 'IGNORE';
1374 local $SIG{QUIT} = 'IGNORE';
1375 local $SIG{TERM} = 'IGNORE';
1376 local $SIG{TSTP} = 'IGNORE';
1377 local $SIG{PIPE} = 'IGNORE';
1379 my $oldAutoCommit = $FS::UID::AutoCommit;
1380 local $FS::UID::AutoCommit = 0;
1383 for my $l (qw(bill_location ship_location)) {
1384 #my $old_loc = $old->$l;
1385 my $new_loc = $self->$l or next;
1387 # find the existing location if there is one
1388 $new_loc->set('custnum' => $self->custnum);
1389 my $error = $new_loc->find_or_insert;
1391 $dbh->rollback if $oldAutoCommit;
1394 $self->set($l.'num', $new_loc->locationnum);
1398 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1399 warn "cust_main::replace: using deprecated invoicing list argument";
1400 $invoicing_list = shift @param;
1403 my %options = @param;
1405 $invoicing_list ||= $options{invoicing_list};
1407 my @contacts = map { $_->contact } $self->cust_contact;
1408 # find a contact that matches the customer's name
1409 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1410 and $_->last eq $old->get('last') }
1412 $implicit_contact ||= FS::contact->new({
1413 'custnum' => $self->custnum,
1414 'locationnum' => $self->get('bill_locationnum'),
1417 # for any of these that are already contact emails, link to the existing
1419 if ( $invoicing_list ) {
1422 # kind of like process_m2m on these, except:
1423 # - the other side is two tables in a join
1424 # - and we might have to create new contact_emails
1425 # - and possibly a new contact
1427 # Find existing invoice emails that aren't on the implicit contact.
1428 # Any of these that are not on the new invoicing list will be removed.
1429 my %old_email_cust_contact;
1430 foreach my $cust_contact ($self->cust_contact) {
1431 next if !$cust_contact->invoice_dest;
1432 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1434 foreach my $contact_email ($cust_contact->contact->contact_email) {
1435 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1439 foreach my $dest (@$invoicing_list) {
1441 if ($dest eq 'POST') {
1443 $self->set('postal_invoice', 'Y');
1445 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1447 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1451 # See if it belongs to some other contact; if so, link it.
1452 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1454 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1455 my $cust_contact = qsearchs('cust_contact', {
1456 contactnum => $contact_email->contactnum,
1457 custnum => $self->custnum,
1458 }) || FS::cust_contact->new({
1459 contactnum => $contact_email->contactnum,
1460 custnum => $self->custnum,
1462 $cust_contact->set('invoice_dest', 'Y');
1463 my $error = $cust_contact->custcontactnum ?
1464 $cust_contact->replace : $cust_contact->insert;
1466 $dbh->rollback if $oldAutoCommit;
1467 return "$error (linking to email address $dest)";
1471 # This email address is not yet linked to any contact, so it will
1472 # be added to the implicit contact.
1473 $email .= ',' if length($email);
1479 foreach my $remove_dest (keys %old_email_cust_contact) {
1480 my $cust_contact = $old_email_cust_contact{$remove_dest};
1481 # These were not in the list of requested destinations, so take them off.
1482 $cust_contact->set('invoice_dest', '');
1483 my $error = $cust_contact->replace;
1485 $dbh->rollback if $oldAutoCommit;
1486 return "$error (unlinking email address $remove_dest)";
1490 # make sure it keeps up with the changed customer name, if any
1491 $implicit_contact->set('last', $self->get('last'));
1492 $implicit_contact->set('first', $self->get('first'));
1493 $implicit_contact->set('emailaddress', $email);
1494 $implicit_contact->set('invoice_dest', 'Y');
1495 $implicit_contact->set('custnum', $self->custnum);
1498 if ( $implicit_contact->contactnum ) {
1499 $error = $implicit_contact->replace;
1500 } elsif ( length($email) ) { # don't create a new contact if not needed
1501 $error = $implicit_contact->insert;
1505 $dbh->rollback if $oldAutoCommit;
1506 return "$error (adding email address $email)";
1511 # replace the customer record
1512 my $error = $self->SUPER::replace($old);
1515 $dbh->rollback if $oldAutoCommit;
1519 # now move packages to the new service location
1520 $self->set('ship_location', ''); #flush cache
1521 if ( $old->ship_locationnum and # should only be null during upgrade...
1522 $old->ship_locationnum != $self->ship_locationnum ) {
1523 $error = $old->ship_location->move_to($self->ship_location);
1525 $dbh->rollback if $oldAutoCommit;
1529 # don't move packages based on the billing location, but
1530 # disable it if it's no longer in use
1531 if ( $old->bill_locationnum and
1532 $old->bill_locationnum != $self->bill_locationnum ) {
1533 $error = $old->bill_location->disable_if_unused;
1535 $dbh->rollback if $oldAutoCommit;
1540 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1542 #this could be more efficient than deleting and re-inserting, if it matters
1543 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1544 my $error = $cust_tag->delete;
1546 $dbh->rollback if $oldAutoCommit;
1550 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1551 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1552 'custnum' => $self->custnum };
1553 my $error = $cust_tag->insert;
1555 $dbh->rollback if $oldAutoCommit;
1562 my $tax_exemption = delete $options{'tax_exemption'};
1563 if ( $tax_exemption ) {
1565 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1566 if ref($tax_exemption) eq 'ARRAY';
1568 my %cust_main_exemption =
1569 map { $_->taxname => $_ }
1570 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1572 foreach my $taxname ( keys %$tax_exemption ) {
1574 if ( $cust_main_exemption{$taxname} &&
1575 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1578 delete $cust_main_exemption{$taxname};
1582 my $cust_main_exemption = new FS::cust_main_exemption {
1583 'custnum' => $self->custnum,
1584 'taxname' => $taxname,
1585 'exempt_number' => $tax_exemption->{$taxname},
1587 my $error = $cust_main_exemption->insert;
1589 $dbh->rollback if $oldAutoCommit;
1590 return "inserting cust_main_exemption (transaction rolled back): $error";
1594 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1595 my $error = $cust_main_exemption->delete;
1597 $dbh->rollback if $oldAutoCommit;
1598 return "deleting cust_main_exemption (transaction rolled back): $error";
1604 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1606 my $error = $self->process_o2m(
1607 'table' => 'cust_payby',
1608 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1609 'params' => $cust_payby_params,
1610 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1613 $dbh->rollback if $oldAutoCommit;
1619 if ( my $contact_params = delete $options{'contact_params'} ) {
1621 # this can potentially replace contacts that were created by the
1622 # invoicing list argument, but the UI shouldn't allow both of them
1625 my $error = $self->process_o2m(
1626 'table' => 'contact',
1627 'fields' => FS::contact->cgi_contact_fields,
1628 'params' => $contact_params,
1631 $dbh->rollback if $oldAutoCommit;
1637 unless ( $import || $skip_fuzzyfiles ) {
1638 $error = $self->queue_fuzzyfiles_update;
1640 $dbh->rollback if $oldAutoCommit;
1641 return "updating fuzzy search cache: $error";
1645 # tax district update in cust_location
1647 # cust_main exports!
1649 my $export_args = $options{'export_args'} || [];
1652 map qsearch( 'part_export', {exportnum=>$_} ),
1653 $conf->config('cust_main-exports'); #, $agentnum
1655 foreach my $part_export ( @part_export ) {
1656 my $error = $part_export->export_replace( $self, $old, @$export_args);
1658 $dbh->rollback if $oldAutoCommit;
1659 return "exporting to ". $part_export->exporttype.
1660 " (transaction rolled back): $error";
1664 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1669 =item queue_fuzzyfiles_update
1671 Used by insert & replace to update the fuzzy search cache
1675 use FS::cust_main::Search;
1676 sub queue_fuzzyfiles_update {
1679 local $SIG{HUP} = 'IGNORE';
1680 local $SIG{INT} = 'IGNORE';
1681 local $SIG{QUIT} = 'IGNORE';
1682 local $SIG{TERM} = 'IGNORE';
1683 local $SIG{TSTP} = 'IGNORE';
1684 local $SIG{PIPE} = 'IGNORE';
1686 my $oldAutoCommit = $FS::UID::AutoCommit;
1687 local $FS::UID::AutoCommit = 0;
1690 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1691 my $queue = new FS::queue {
1692 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1694 my @args = "cust_main.$field", $self->get($field);
1695 my $error = $queue->insert( @args );
1697 $dbh->rollback if $oldAutoCommit;
1698 return "queueing job (transaction rolled back): $error";
1703 push @locations, $self->bill_location if $self->bill_locationnum;
1704 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1705 foreach my $location (@locations) {
1706 my $queue = new FS::queue {
1707 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1709 my @args = 'cust_location.address1', $location->address1;
1710 my $error = $queue->insert( @args );
1712 $dbh->rollback if $oldAutoCommit;
1713 return "queueing job (transaction rolled back): $error";
1717 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1724 Checks all fields to make sure this is a valid customer record. If there is
1725 an error, returns the error, otherwise returns false. Called by the insert
1726 and replace methods.
1733 warn "$me check BEFORE: \n". $self->_dump
1737 $self->ut_numbern('custnum')
1738 || $self->ut_number('agentnum')
1739 || $self->ut_textn('agent_custid')
1740 || $self->ut_number('refnum')
1741 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1742 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1743 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1744 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1745 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1746 || $self->ut_textn('custbatch')
1747 || $self->ut_name('last')
1748 || $self->ut_name('first')
1749 || $self->ut_snumbern('signupdate')
1750 || $self->ut_snumbern('birthdate')
1751 || $self->ut_namen('spouse_last')
1752 || $self->ut_namen('spouse_first')
1753 || $self->ut_snumbern('spouse_birthdate')
1754 || $self->ut_snumbern('anniversary_date')
1755 || $self->ut_textn('company')
1756 || $self->ut_textn('ship_company')
1757 || $self->ut_anything('comments')
1758 || $self->ut_numbern('referral_custnum')
1759 || $self->ut_textn('stateid')
1760 || $self->ut_textn('stateid_state')
1761 || $self->ut_textn('invoice_terms')
1762 || $self->ut_floatn('cdr_termination_percentage')
1763 || $self->ut_floatn('credit_limit')
1764 || $self->ut_numbern('billday')
1765 || $self->ut_numbern('prorate_day')
1766 || $self->ut_flag('edit_subject')
1767 || $self->ut_flag('calling_list_exempt')
1768 || $self->ut_flag('invoice_noemail')
1769 || $self->ut_flag('message_noemail')
1770 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1771 || $self->ut_currencyn('currency')
1772 || $self->ut_alphan('po_number')
1773 || $self->ut_enum('complimentary', [ '', 'Y' ])
1774 || $self->ut_flag('invoice_ship_address')
1775 || $self->ut_flag('invoice_dest')
1778 foreach (qw(company ship_company)) {
1779 my $company = $self->get($_);
1780 $company =~ s/^\s+//;
1781 $company =~ s/\s+$//;
1782 $company =~ s/\s+/ /g;
1783 $self->set($_, $company);
1786 #barf. need message catalogs. i18n. etc.
1787 $error .= "Please select an advertising source."
1788 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1789 return $error if $error;
1791 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1792 or return "Unknown agent";
1794 if ( $self->currency ) {
1795 my $agent_currency = qsearchs( 'agent_currency', {
1796 'agentnum' => $agent->agentnum,
1797 'currency' => $self->currency,
1799 or return "Agent ". $agent->agent.
1800 " not permitted to offer ". $self->currency. " invoicing";
1803 return "Unknown refnum"
1804 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1806 return "Unknown referring custnum: ". $self->referral_custnum
1807 unless ! $self->referral_custnum
1808 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1810 if ( $self->ss eq '' ) {
1815 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1816 or return "Illegal social security number: ". $self->ss;
1817 $self->ss("$1-$2-$3");
1820 #turn off invoice_ship_address if ship & bill are the same
1821 if ($self->bill_locationnum eq $self->ship_locationnum) {
1822 $self->invoice_ship_address('');
1825 # cust_main_county verification now handled by cust_location check
1828 $self->ut_phonen('daytime', $self->country)
1829 || $self->ut_phonen('night', $self->country)
1830 || $self->ut_phonen('fax', $self->country)
1831 || $self->ut_phonen('mobile', $self->country)
1833 return $error if $error;
1835 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1837 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1840 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1842 : FS::Msgcat::_gettext('daytime');
1843 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1845 : FS::Msgcat::_gettext('night');
1847 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1849 : FS::Msgcat::_gettext('mobile');
1851 return "$daytime_label, $night_label or $mobile_label is required"
1855 ### start of stuff moved to cust_payby
1856 # then mostly kept here to support upgrades (can remove in 5.x)
1857 # but modified to allow everything to be empty
1859 if ( $self->payby ) {
1860 FS::payby->can_payby($self->table, $self->payby)
1861 or return "Illegal payby: ". $self->payby;
1866 $error = $self->ut_numbern('paystart_month')
1867 || $self->ut_numbern('paystart_year')
1868 || $self->ut_numbern('payissue')
1869 || $self->ut_textn('paytype')
1871 return $error if $error;
1873 if ( $self->payip eq '' ) {
1876 $error = $self->ut_ip('payip');
1877 return $error if $error;
1880 # If it is encrypted and the private key is not availaible then we can't
1881 # check the credit card.
1882 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1884 # Need some kind of global flag to accept invalid cards, for testing
1886 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1887 $self->payby =~ /^(CARD|DCRD)$/ ) {
1889 my $payinfo = $self->payinfo;
1890 $payinfo =~ s/\D//g;
1891 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1892 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1894 $self->payinfo($payinfo);
1896 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1898 return gettext('unknown_card_type')
1899 if $self->payinfo !~ /^99\d{14}$/ #token
1900 && cardtype($self->payinfo) eq "Unknown";
1902 unless ( $ignore_banned_card ) {
1903 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1905 if ( $ban->bantype eq 'warn' ) {
1906 #or others depending on value of $ban->reason ?
1907 return '_duplicate_card'.
1908 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1909 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1910 ' (ban# '. $ban->bannum. ')'
1911 unless $self->override_ban_warn;
1913 return 'Banned credit card: banned on '.
1914 time2str('%a %h %o at %r', $ban->_date).
1915 ' by '. $ban->otaker.
1916 ' (ban# '. $ban->bannum. ')';
1921 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1922 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1923 $self->paycvv =~ /^(\d{4})$/
1924 or return "CVV2 (CID) for American Express cards is four digits.";
1927 $self->paycvv =~ /^(\d{3})$/
1928 or return "CVV2 (CVC2/CID) is three digits.";
1935 my $cardtype = cardtype($payinfo);
1936 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1938 return "Start date or issue number is required for $cardtype cards"
1939 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1941 return "Start month must be between 1 and 12"
1942 if $self->paystart_month
1943 and $self->paystart_month < 1 || $self->paystart_month > 12;
1945 return "Start year must be 1990 or later"
1946 if $self->paystart_year
1947 and $self->paystart_year < 1990;
1949 return "Issue number must be beween 1 and 99"
1951 and $self->payissue < 1 || $self->payissue > 99;
1954 $self->paystart_month('');
1955 $self->paystart_year('');
1956 $self->payissue('');
1959 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1960 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1962 my $payinfo = $self->payinfo;
1963 $payinfo =~ s/[^\d\@\.]//g;
1964 if ( $conf->config('echeck-country') eq 'CA' ) {
1965 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1966 or return 'invalid echeck account@branch.bank';
1967 $payinfo = "$1\@$2.$3";
1968 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1969 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1970 $payinfo = "$1\@$2";
1972 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1973 $payinfo = "$1\@$2";
1975 $self->payinfo($payinfo);
1978 unless ( $ignore_banned_card ) {
1979 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1981 if ( $ban->bantype eq 'warn' ) {
1982 #or others depending on value of $ban->reason ?
1983 return '_duplicate_ach' unless $self->override_ban_warn;
1985 return 'Banned ACH account: banned on '.
1986 time2str('%a %h %o at %r', $ban->_date).
1987 ' by '. $ban->otaker.
1988 ' (ban# '. $ban->bannum. ')';
1993 } elsif ( $self->payby eq 'LECB' ) {
1995 my $payinfo = $self->payinfo;
1996 $payinfo =~ s/\D//g;
1997 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1999 $self->payinfo($payinfo);
2002 } elsif ( $self->payby eq 'BILL' ) {
2004 $error = $self->ut_textn('payinfo');
2005 return "Illegal P.O. number: ". $self->payinfo if $error;
2008 } elsif ( $self->payby eq 'COMP' ) {
2010 my $curuser = $FS::CurrentUser::CurrentUser;
2011 if ( ! $self->custnum
2012 && ! $curuser->access_right('Complimentary customer')
2015 return "You are not permitted to create complimentary accounts."
2018 $error = $self->ut_textn('payinfo');
2019 return "Illegal comp account issuer: ". $self->payinfo if $error;
2022 } elsif ( $self->payby eq 'PREPAY' ) {
2024 my $payinfo = $self->payinfo;
2025 $payinfo =~ s/\W//g; #anything else would just confuse things
2026 $self->payinfo($payinfo);
2027 $error = $self->ut_alpha('payinfo');
2028 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2029 return "Unknown prepayment identifier"
2030 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2035 return "You are not permitted to create complimentary accounts."
2037 && $self->complimentary eq 'Y'
2038 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2040 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2041 return "Expiration date required"
2042 # shouldn't payinfo_check do this?
2043 unless ! $self->payby
2044 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2048 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2049 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2050 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2051 ( $m, $y ) = ( $2, "19$1" );
2052 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2053 ( $m, $y ) = ( $3, "20$2" );
2055 return "Illegal expiration date: ". $self->paydate;
2057 $m = sprintf('%02d',$m);
2058 $self->paydate("$y-$m-01");
2059 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2060 return gettext('expired_card')
2062 && !$ignore_expired_card
2063 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2066 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2067 ( ! $conf->exists('require_cardname')
2068 || $self->payby !~ /^(CARD|DCRD)$/ )
2070 $self->payname( $self->first. " ". $self->getfield('last') );
2073 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2074 $self->payname =~ /^([\w \,\.\-\']*)$/
2075 or return gettext('illegal_name'). " payname: ". $self->payname;
2078 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2079 or return gettext('illegal_name'). " payname: ". $self->payname;
2085 ### end of stuff moved to cust_payby
2087 return "Please select an invoicing locale"
2090 && $conf->exists('cust_main-require_locale');
2092 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2093 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2097 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2099 warn "$me check AFTER: \n". $self->_dump
2102 $self->SUPER::check;
2105 sub check_payinfo_cardtype {
2108 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2110 my $payinfo = $self->payinfo;
2111 $payinfo =~ s/\D//g;
2113 return '' if $payinfo =~ /^99\d{14}$/; #token
2115 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2116 my $cardtype = cardtype($payinfo);
2118 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2126 Additional checks for replace only.
2131 my ($new,$old) = @_;
2132 #preserve old value if global config is set
2133 if ($old && $conf->exists('invoice-ship_address')) {
2134 $new->invoice_ship_address($old->invoice_ship_address);
2141 Returns a list of fields which have ship_ duplicates.
2146 qw( last first company
2148 address1 address2 city county state zip country
2150 daytime night fax mobile
2154 =item has_ship_address
2156 Returns true if this customer record has a separate shipping address.
2160 sub has_ship_address {
2162 $self->bill_locationnum != $self->ship_locationnum;
2167 Returns a list of key/value pairs, with the following keys: address1,
2168 adddress2, city, county, state, zip, country, district, and geocode. The
2169 shipping address is used if present.
2175 $self->ship_location->location_hash;
2180 Returns all locations (see L<FS::cust_location>) for this customer.
2187 'table' => 'cust_location',
2188 'hashref' => { 'custnum' => $self->custnum,
2189 'prospectnum' => '',
2191 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2197 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2203 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2206 =item cust_payby PAYBY
2208 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2210 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2211 Does not validate PAYBY.
2219 'table' => 'cust_payby',
2220 'hashref' => { 'custnum' => $self->custnum },
2221 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2223 $search->{'extra_sql'} = ' AND payby IN ( ' . join(',', map { dbh->quote($_) } @payby) . ' ) '
2229 =item has_cust_payby_auto
2231 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2235 sub has_cust_payby_auto {
2238 'table' => 'cust_payby',
2239 'hashref' => { 'custnum' => $self->custnum, },
2240 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2241 'order_by' => 'LIMIT 1',
2248 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2249 and L<FS::cust_pkg>) for this customer, except those on hold.
2251 Returns a list: an empty list on success or a list of errors.
2257 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2262 Unsuspends all suspended packages in the on-hold state (those without setup
2263 dates) for this customer.
2269 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2274 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2276 Returns a list: an empty list on success or a list of errors.
2282 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2285 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2287 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2288 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2289 of a list of pkgparts; the hashref has the following keys:
2293 =item pkgparts - listref of pkgparts
2295 =item (other options are passed to the suspend method)
2300 Returns a list: an empty list on success or a list of errors.
2304 sub suspend_if_pkgpart {
2306 my (@pkgparts, %opt);
2307 if (ref($_[0]) eq 'HASH'){
2308 @pkgparts = @{$_[0]{pkgparts}};
2313 grep { $_->suspend(%opt) }
2314 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2315 $self->unsuspended_pkgs;
2318 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2320 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2321 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2322 instead of a list of pkgparts; the hashref has the following keys:
2326 =item pkgparts - listref of pkgparts
2328 =item (other options are passed to the suspend method)
2332 Returns a list: an empty list on success or a list of errors.
2336 sub suspend_unless_pkgpart {
2338 my (@pkgparts, %opt);
2339 if (ref($_[0]) eq 'HASH'){
2340 @pkgparts = @{$_[0]{pkgparts}};
2345 grep { $_->suspend(%opt) }
2346 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2347 $self->unsuspended_pkgs;
2350 =item cancel [ OPTION => VALUE ... ]
2352 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2354 Available options are:
2358 =item quiet - can be set true to supress email cancellation notices.
2360 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2362 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2364 =item nobill - can be set true to skip billing if it might otherwise be done.
2368 Always returns a list: an empty list on success or a list of errors.
2372 # nb that dates are not specified as valid options to this method
2375 my( $self, %opt ) = @_;
2377 warn "$me cancel called on customer ". $self->custnum. " with options ".
2378 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2381 return ( 'access denied' )
2382 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2384 if ( $opt{'ban'} ) {
2386 foreach my $cust_payby ( $self->cust_payby ) {
2388 #well, if they didn't get decrypted on search, then we don't have to
2389 # try again... queue a job for the server that does have decryption
2390 # capability if we're in a paranoid multi-server implementation?
2391 return ( "Can't (yet) ban encrypted credit cards" )
2392 if $cust_payby->is_encrypted($cust_payby->payinfo);
2394 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2395 my $error = $ban->insert;
2396 return ( $error ) if $error;
2402 my @pkgs = $self->ncancelled_pkgs;
2404 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2406 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2407 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2411 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2412 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2415 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2418 sub _banned_pay_hashref {
2429 'payby' => $payby2ban{$self->payby},
2430 'payinfo' => $self->payinfo,
2431 #don't ever *search* on reason! #'reason' =>
2437 Returns all notes (see L<FS::cust_main_note>) for this customer.
2442 my($self,$orderby_classnum) = (shift,shift);
2443 my $orderby = "sticky DESC, _date DESC";
2444 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2445 qsearch( 'cust_main_note',
2446 { 'custnum' => $self->custnum },
2448 "ORDER BY $orderby",
2454 Returns the agent (see L<FS::agent>) for this customer.
2458 Returns the agent name (see L<FS::agent>) for this customer.
2464 $self->agent->agent;
2469 Returns any tags associated with this customer, as FS::cust_tag objects,
2470 or an empty list if there are no tags.
2474 Returns any tags associated with this customer, as FS::part_tag objects,
2475 or an empty list if there are no tags.
2481 map $_->part_tag, $self->cust_tag;
2487 Returns the customer class, as an FS::cust_class object, or the empty string
2488 if there is no customer class.
2492 Returns the customer category name, or the empty string if there is no customer
2499 my $cust_class = $self->cust_class;
2501 ? $cust_class->categoryname
2507 Returns the customer class name, or the empty string if there is no customer
2514 my $cust_class = $self->cust_class;
2516 ? $cust_class->classname
2522 Returns the external tax status, as an FS::tax_status object, or the empty
2523 string if there is no tax status.
2529 if ( $self->taxstatusnum ) {
2530 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2538 Returns the tax status code if there is one.
2544 my $tax_status = $self->tax_status;
2546 ? $tax_status->taxstatus
2550 =item BILLING METHODS
2552 Documentation on billing methods has been moved to
2553 L<FS::cust_main::Billing>.
2555 =item REALTIME BILLING METHODS
2557 Documentation on realtime billing methods has been moved to
2558 L<FS::cust_main::Billing_Realtime>.
2562 Removes the I<paycvv> field from the database directly.
2564 If there is an error, returns the error, otherwise returns false.
2570 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2571 or return dbh->errstr;
2572 $sth->execute($self->custnum)
2573 or return $sth->errstr;
2580 Returns the total owed for this customer on all invoices
2581 (see L<FS::cust_bill/owed>).
2587 $self->total_owed_date(2145859200); #12/31/2037
2590 =item total_owed_date TIME
2592 Returns the total owed for this customer on all invoices with date earlier than
2593 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2594 see L<Time::Local> and L<Date::Parse> for conversion functions.
2598 sub total_owed_date {
2602 my $custnum = $self->custnum;
2604 my $owed_sql = FS::cust_bill->owed_sql;
2607 SELECT SUM($owed_sql) FROM cust_bill
2608 WHERE custnum = $custnum
2612 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2616 =item total_owed_pkgnum PKGNUM
2618 Returns the total owed on all invoices for this customer's specific package
2619 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2623 sub total_owed_pkgnum {
2624 my( $self, $pkgnum ) = @_;
2625 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2628 =item total_owed_date_pkgnum TIME PKGNUM
2630 Returns the total owed for this customer's specific package when using
2631 experimental package balances on all invoices with date earlier than
2632 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2633 see L<Time::Local> and L<Date::Parse> for conversion functions.
2637 sub total_owed_date_pkgnum {
2638 my( $self, $time, $pkgnum ) = @_;
2641 foreach my $cust_bill (
2642 grep { $_->_date <= $time }
2643 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2645 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2647 sprintf( "%.2f", $total_bill );
2653 Returns the total amount of all payments.
2660 $total += $_->paid foreach $self->cust_pay;
2661 sprintf( "%.2f", $total );
2664 =item total_unapplied_credits
2666 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2667 customer. See L<FS::cust_credit/credited>.
2669 =item total_credited
2671 Old name for total_unapplied_credits. Don't use.
2675 sub total_credited {
2676 #carp "total_credited deprecated, use total_unapplied_credits";
2677 shift->total_unapplied_credits(@_);
2680 sub total_unapplied_credits {
2683 my $custnum = $self->custnum;
2685 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2688 SELECT SUM($unapplied_sql) FROM cust_credit
2689 WHERE custnum = $custnum
2692 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2696 =item total_unapplied_credits_pkgnum PKGNUM
2698 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2699 customer. See L<FS::cust_credit/credited>.
2703 sub total_unapplied_credits_pkgnum {
2704 my( $self, $pkgnum ) = @_;
2705 my $total_credit = 0;
2706 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2707 sprintf( "%.2f", $total_credit );
2711 =item total_unapplied_payments
2713 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2714 See L<FS::cust_pay/unapplied>.
2718 sub total_unapplied_payments {
2721 my $custnum = $self->custnum;
2723 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2726 SELECT SUM($unapplied_sql) FROM cust_pay
2727 WHERE custnum = $custnum
2730 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2734 =item total_unapplied_payments_pkgnum PKGNUM
2736 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2737 specific package when using experimental package balances. See
2738 L<FS::cust_pay/unapplied>.
2742 sub total_unapplied_payments_pkgnum {
2743 my( $self, $pkgnum ) = @_;
2744 my $total_unapplied = 0;
2745 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2746 sprintf( "%.2f", $total_unapplied );
2750 =item total_unapplied_refunds
2752 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2753 customer. See L<FS::cust_refund/unapplied>.
2757 sub total_unapplied_refunds {
2759 my $custnum = $self->custnum;
2761 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2764 SELECT SUM($unapplied_sql) FROM cust_refund
2765 WHERE custnum = $custnum
2768 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2774 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2775 total_unapplied_credits minus total_unapplied_payments).
2781 $self->balance_date_range;
2784 =item balance_date TIME
2786 Returns the balance for this customer, only considering invoices with date
2787 earlier than TIME (total_owed_date minus total_credited minus
2788 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2789 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2796 $self->balance_date_range(shift);
2799 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2801 Returns the balance for this customer, optionally considering invoices with
2802 date earlier than START_TIME, and not later than END_TIME
2803 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2805 Times are specified as SQL fragments or numeric
2806 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2807 L<Date::Parse> for conversion functions. The empty string can be passed
2808 to disable that time constraint completely.
2810 Accepts the same options as L<balance_date_sql>:
2814 =item unapplied_date
2816 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
2820 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2821 time will be ignored. Note that START_TIME and END_TIME only limit the date
2822 range for invoices and I<unapplied> payments, credits, and refunds.
2828 sub balance_date_range {
2830 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2831 ') FROM cust_main WHERE custnum='. $self->custnum;
2832 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2835 =item balance_pkgnum PKGNUM
2837 Returns the balance for this customer's specific package when using
2838 experimental package balances (total_owed plus total_unrefunded, minus
2839 total_unapplied_credits minus total_unapplied_payments)
2843 sub balance_pkgnum {
2844 my( $self, $pkgnum ) = @_;
2847 $self->total_owed_pkgnum($pkgnum)
2848 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2849 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2850 - $self->total_unapplied_credits_pkgnum($pkgnum)
2851 - $self->total_unapplied_payments_pkgnum($pkgnum)
2857 Returns a hash of useful information for making a payment.
2867 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2868 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2869 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2873 For credit card transactions:
2885 For electronic check transactions:
2900 $return{balance} = $self->balance;
2902 $return{payname} = $self->payname
2903 || ( $self->first. ' '. $self->get('last') );
2905 $return{$_} = $self->bill_location->$_
2906 for qw(address1 address2 city state zip);
2908 $return{payby} = $self->payby;
2909 $return{stateid_state} = $self->stateid_state;
2911 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2912 $return{card_type} = cardtype($self->payinfo);
2913 $return{payinfo} = $self->paymask;
2915 @return{'month', 'year'} = $self->paydate_monthyear;
2919 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2920 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2921 $return{payinfo1} = $payinfo1;
2922 $return{payinfo2} = $payinfo2;
2923 $return{paytype} = $self->paytype;
2924 $return{paystate} = $self->paystate;
2928 #doubleclick protection
2930 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2938 Returns the next payment expiration date for this customer. If they have no
2939 payment methods that will expire, returns 0.
2945 # filter out the ones that individually return 0, but then return 0 if
2946 # there are no results
2947 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
2948 min( @epochs ) || 0;
2951 =item paydate_epoch_sql
2953 Returns an SQL expression to get the next payment expiration date for a
2954 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
2955 dates, so that it's safe to test for "will it expire before date X" for any
2960 sub paydate_epoch_sql {
2962 my $paydate = FS::cust_payby->paydate_epoch_sql;
2963 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
2967 my( $self, $taxname ) = @_;
2969 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2970 'taxname' => $taxname,
2975 =item cust_main_exemption
2977 =item invoicing_list
2979 Returns a list of email addresses (with svcnum entries expanded), and the word
2980 'POST' if the customer receives postal invoices.
2984 sub invoicing_list {
2985 my( $self, $arrayref ) = @_;
2988 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
2991 my @emails = $self->invoicing_list_emailonly;
2992 push @emails, 'POST' if $self->get('postal_invoice');
2997 =item check_invoicing_list ARRAYREF
2999 Checks these arguements as valid input for the invoicing_list method. If there
3000 is an error, returns the error, otherwise returns false.
3004 sub check_invoicing_list {
3005 my( $self, $arrayref ) = @_;
3007 foreach my $address ( @$arrayref ) {
3009 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3010 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3013 my $cust_main_invoice = new FS::cust_main_invoice ( {
3014 'custnum' => $self->custnum,
3017 my $error = $self->custnum
3018 ? $cust_main_invoice->check
3019 : $cust_main_invoice->checkdest
3021 return $error if $error;
3025 return "Email address required"
3026 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3027 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3034 Returns the email addresses of all accounts provisioned for this customer.
3041 foreach my $cust_pkg ( $self->all_pkgs ) {
3042 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3044 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3045 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3047 $list{$_}=1 foreach map { $_->email } @svc_acct;
3052 =item invoicing_list_addpost
3054 Adds postal invoicing to this customer. If this customer is already configured
3055 to receive postal invoices, does nothing.
3059 sub invoicing_list_addpost {
3061 if ( $self->get('postal_invoice') eq '' ) {
3062 $self->set('postal_invoice', 'Y');
3063 my $error = $self->replace;
3064 warn $error if $error; # should fail harder, but this is traditional
3068 =item invoicing_list_emailonly
3070 Returns the list of email invoice recipients (invoicing_list without non-email
3071 destinations such as POST and FAX).
3075 sub invoicing_list_emailonly {
3077 warn "$me invoicing_list_emailonly called"
3079 return () if !$self->custnum; # not yet inserted
3080 return map { $_->emailaddress }
3082 table => 'cust_contact',
3083 select => 'emailaddress',
3084 addl_from => ' JOIN contact USING (contactnum) '.
3085 ' JOIN contact_email USING (contactnum)',
3086 hashref => { 'custnum' => $self->custnum, },
3087 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3091 =item invoicing_list_emailonly_scalar
3093 Returns the list of email invoice recipients (invoicing_list without non-email
3094 destinations such as POST and FAX) as a comma-separated scalar.
3098 sub invoicing_list_emailonly_scalar {
3100 warn "$me invoicing_list_emailonly_scalar called"
3102 join(', ', $self->invoicing_list_emailonly);
3105 =item referral_custnum_cust_main
3107 Returns the customer who referred this customer (or the empty string, if
3108 this customer was not referred).
3110 Note the difference with referral_cust_main method: This method,
3111 referral_custnum_cust_main returns the single customer (if any) who referred
3112 this customer, while referral_cust_main returns an array of customers referred
3117 sub referral_custnum_cust_main {
3119 return '' unless $self->referral_custnum;
3120 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3123 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3125 Returns an array of customers referred by this customer (referral_custnum set
3126 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3127 customers referred by customers referred by this customer and so on, inclusive.
3128 The default behavior is DEPTH 1 (no recursion).
3130 Note the difference with referral_custnum_cust_main method: This method,
3131 referral_cust_main, returns an array of customers referred BY this customer,
3132 while referral_custnum_cust_main returns the single customer (if any) who
3133 referred this customer.
3137 sub referral_cust_main {
3139 my $depth = @_ ? shift : 1;
3140 my $exclude = @_ ? shift : {};
3143 map { $exclude->{$_->custnum}++; $_; }
3144 grep { ! $exclude->{ $_->custnum } }
3145 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3149 map { $_->referral_cust_main($depth-1, $exclude) }
3156 =item referral_cust_main_ncancelled
3158 Same as referral_cust_main, except only returns customers with uncancelled
3163 sub referral_cust_main_ncancelled {
3165 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3168 =item referral_cust_pkg [ DEPTH ]
3170 Like referral_cust_main, except returns a flat list of all unsuspended (and
3171 uncancelled) packages for each customer. The number of items in this list may
3172 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3176 sub referral_cust_pkg {
3178 my $depth = @_ ? shift : 1;
3180 map { $_->unsuspended_pkgs }
3181 grep { $_->unsuspended_pkgs }
3182 $self->referral_cust_main($depth);
3185 =item referring_cust_main
3187 Returns the single cust_main record for the customer who referred this customer
3188 (referral_custnum), or false.
3192 sub referring_cust_main {
3194 return '' unless $self->referral_custnum;
3195 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3198 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3200 Applies a credit to this customer. If there is an error, returns the error,
3201 otherwise returns false.
3203 REASON can be a text string, an FS::reason object, or a scalar reference to
3204 a reasonnum. If a text string, it will be automatically inserted as a new
3205 reason, and a 'reason_type' option must be passed to indicate the
3206 FS::reason_type for the new reason.
3208 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3209 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3210 I<commission_pkgnum>.
3212 Any other options are passed to FS::cust_credit::insert.
3217 my( $self, $amount, $reason, %options ) = @_;
3219 my $cust_credit = new FS::cust_credit {
3220 'custnum' => $self->custnum,
3221 'amount' => $amount,
3224 if ( ref($reason) ) {
3226 if ( ref($reason) eq 'SCALAR' ) {
3227 $cust_credit->reasonnum( $$reason );
3229 $cust_credit->reasonnum( $reason->reasonnum );
3233 $cust_credit->set('reason', $reason)
3236 $cust_credit->$_( delete $options{$_} )
3237 foreach grep exists($options{$_}),
3238 qw( addlinfo eventnum ),
3239 map "commission_$_", qw( agentnum salesnum pkgnum );
3241 $cust_credit->insert(%options);
3245 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3247 Creates a one-time charge for this customer. If there is an error, returns
3248 the error, otherwise returns false.
3250 New-style, with a hashref of options:
3252 my $error = $cust_main->charge(
3256 'start_date' => str2time('7/4/2009'),
3257 'pkg' => 'Description',
3258 'comment' => 'Comment',
3259 'additional' => [], #extra invoice detail
3260 'classnum' => 1, #pkg_class
3262 'setuptax' => '', # or 'Y' for tax exempt
3264 'locationnum'=> 1234, # optional
3267 'taxclass' => 'Tax class',
3270 'taxproduct' => 2, #part_pkg_taxproduct
3271 'override' => {}, #XXX describe
3273 #will be filled in with the new object
3274 'cust_pkg_ref' => \$cust_pkg,
3276 #generate an invoice immediately
3278 'invoice_terms' => '', #with these terms
3284 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3288 #super false laziness w/quotation::charge
3291 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3292 my ( $pkg, $comment, $additional );
3293 my ( $setuptax, $taxclass ); #internal taxes
3294 my ( $taxproduct, $override ); #vendor (CCH) taxes
3296 my $separate_bill = '';
3297 my $cust_pkg_ref = '';
3298 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3300 if ( ref( $_[0] ) ) {
3301 $amount = $_[0]->{amount};
3302 $setup_cost = $_[0]->{setup_cost};
3303 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3304 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3305 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3306 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3307 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3308 : '$'. sprintf("%.2f",$amount);
3309 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3310 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3311 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3312 $additional = $_[0]->{additional} || [];
3313 $taxproduct = $_[0]->{taxproductnum};
3314 $override = { '' => $_[0]->{tax_override} };
3315 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3316 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3317 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3318 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3319 $separate_bill = $_[0]->{separate_bill} || '';
3325 $pkg = @_ ? shift : 'One-time charge';
3326 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3328 $taxclass = @_ ? shift : '';
3332 local $SIG{HUP} = 'IGNORE';
3333 local $SIG{INT} = 'IGNORE';
3334 local $SIG{QUIT} = 'IGNORE';
3335 local $SIG{TERM} = 'IGNORE';
3336 local $SIG{TSTP} = 'IGNORE';
3337 local $SIG{PIPE} = 'IGNORE';
3339 my $oldAutoCommit = $FS::UID::AutoCommit;
3340 local $FS::UID::AutoCommit = 0;
3343 my $part_pkg = new FS::part_pkg ( {
3345 'comment' => $comment,
3349 'classnum' => ( $classnum ? $classnum : '' ),
3350 'setuptax' => $setuptax,
3351 'taxclass' => $taxclass,
3352 'taxproductnum' => $taxproduct,
3353 'setup_cost' => $setup_cost,
3356 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3357 ( 0 .. @$additional - 1 )
3359 'additional_count' => scalar(@$additional),
3360 'setup_fee' => $amount,
3363 my $error = $part_pkg->insert( options => \%options,
3364 tax_overrides => $override,
3367 $dbh->rollback if $oldAutoCommit;
3371 my $pkgpart = $part_pkg->pkgpart;
3372 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3373 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3374 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3375 $error = $type_pkgs->insert;
3377 $dbh->rollback if $oldAutoCommit;
3382 my $cust_pkg = new FS::cust_pkg ( {
3383 'custnum' => $self->custnum,
3384 'pkgpart' => $pkgpart,
3385 'quantity' => $quantity,
3386 'start_date' => $start_date,
3387 'no_auto' => $no_auto,
3388 'separate_bill' => $separate_bill,
3389 'locationnum'=> $locationnum,
3392 $error = $cust_pkg->insert;
3394 $dbh->rollback if $oldAutoCommit;
3396 } elsif ( $cust_pkg_ref ) {
3397 ${$cust_pkg_ref} = $cust_pkg;
3401 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3402 'pkg_list' => [ $cust_pkg ],
3405 $dbh->rollback if $oldAutoCommit;
3410 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3415 #=item charge_postal_fee
3417 #Applies a one time charge this customer. If there is an error,
3418 #returns the error, returns the cust_pkg charge object or false
3419 #if there was no charge.
3423 # This should be a customer event. For that to work requires that bill
3424 # also be a customer event.
3426 sub charge_postal_fee {
3429 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3430 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3432 my $cust_pkg = new FS::cust_pkg ( {
3433 'custnum' => $self->custnum,
3434 'pkgpart' => $pkgpart,
3438 my $error = $cust_pkg->insert;
3439 $error ? $error : $cust_pkg;
3442 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3444 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3446 Optionally, a list or hashref of additional arguments to the qsearch call can
3453 my $opt = ref($_[0]) ? shift : { @_ };
3455 #return $self->num_cust_bill unless wantarray || keys %$opt;
3457 $opt->{'table'} = 'cust_bill';
3458 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3459 $opt->{'hashref'}{'custnum'} = $self->custnum;
3460 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3462 map { $_ } #behavior of sort undefined in scalar context
3463 sort { $a->_date <=> $b->_date }
3467 =item open_cust_bill
3469 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3474 sub open_cust_bill {
3478 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3484 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3486 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3490 sub legacy_cust_bill {
3493 #return $self->num_legacy_cust_bill unless wantarray;
3495 map { $_ } #behavior of sort undefined in scalar context
3496 sort { $a->_date <=> $b->_date }
3497 qsearch({ 'table' => 'legacy_cust_bill',
3498 'hashref' => { 'custnum' => $self->custnum, },
3499 'order_by' => 'ORDER BY _date ASC',
3503 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3505 Returns all the statements (see L<FS::cust_statement>) for this customer.
3507 Optionally, a list or hashref of additional arguments to the qsearch call can
3512 =item cust_bill_void
3514 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3518 sub cust_bill_void {
3521 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3522 sort { $a->_date <=> $b->_date }
3523 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3526 sub cust_statement {
3528 my $opt = ref($_[0]) ? shift : { @_ };
3530 #return $self->num_cust_statement unless wantarray || keys %$opt;
3532 $opt->{'table'} = 'cust_statement';
3533 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3534 $opt->{'hashref'}{'custnum'} = $self->custnum;
3535 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3537 map { $_ } #behavior of sort undefined in scalar context
3538 sort { $a->_date <=> $b->_date }
3542 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3544 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3546 Optionally, a list or hashref of additional arguments to the qsearch call can
3547 be passed following the SVCDB.
3554 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3555 warn "$me svc_x requires a svcdb";
3558 my $opt = ref($_[0]) ? shift : { @_ };
3560 $opt->{'table'} = $svcdb;
3561 $opt->{'addl_from'} =
3562 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3563 ($opt->{'addl_from'} || '');
3565 my $custnum = $self->custnum;
3566 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3567 my $where = "cust_pkg.custnum = $custnum";
3569 my $extra_sql = $opt->{'extra_sql'} || '';
3570 if ( keys %{ $opt->{'hashref'} } ) {
3571 $extra_sql = " AND $where $extra_sql";
3574 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3575 $extra_sql = "WHERE $where AND $1";
3578 $extra_sql = "WHERE $where $extra_sql";
3581 $opt->{'extra_sql'} = $extra_sql;
3586 # required for use as an eventtable;
3589 $self->svc_x('svc_acct', @_);
3594 Returns all the credits (see L<FS::cust_credit>) for this customer.
3601 #return $self->num_cust_credit unless wantarray;
3603 map { $_ } #behavior of sort undefined in scalar context
3604 sort { $a->_date <=> $b->_date }
3605 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3608 =item cust_credit_pkgnum
3610 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3611 package when using experimental package balances.
3615 sub cust_credit_pkgnum {
3616 my( $self, $pkgnum ) = @_;
3617 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3618 sort { $a->_date <=> $b->_date }
3619 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3620 'pkgnum' => $pkgnum,
3625 =item cust_credit_void
3627 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3631 sub cust_credit_void {
3634 sort { $a->_date <=> $b->_date }
3635 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3640 Returns all the payments (see L<FS::cust_pay>) for this customer.
3646 my $opt = ref($_[0]) ? shift : { @_ };
3648 return $self->num_cust_pay unless wantarray || keys %$opt;
3650 $opt->{'table'} = 'cust_pay';
3651 $opt->{'hashref'}{'custnum'} = $self->custnum;
3653 map { $_ } #behavior of sort undefined in scalar context
3654 sort { $a->_date <=> $b->_date }
3661 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3662 called automatically when the cust_pay method is used in a scalar context.
3668 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3669 my $sth = dbh->prepare($sql) or die dbh->errstr;
3670 $sth->execute($self->custnum) or die $sth->errstr;
3671 $sth->fetchrow_arrayref->[0];
3674 =item unapplied_cust_pay
3676 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3680 sub unapplied_cust_pay {
3684 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3690 =item cust_pay_pkgnum
3692 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3693 package when using experimental package balances.
3697 sub cust_pay_pkgnum {
3698 my( $self, $pkgnum ) = @_;
3699 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3700 sort { $a->_date <=> $b->_date }
3701 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3702 'pkgnum' => $pkgnum,
3709 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3715 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3716 sort { $a->_date <=> $b->_date }
3717 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3720 =item cust_pay_pending
3722 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3723 (without status "done").
3727 sub cust_pay_pending {
3729 return $self->num_cust_pay_pending unless wantarray;
3730 sort { $a->_date <=> $b->_date }
3731 qsearch( 'cust_pay_pending', {
3732 'custnum' => $self->custnum,
3733 'status' => { op=>'!=', value=>'done' },
3738 =item cust_pay_pending_attempt
3740 Returns all payment attempts / declined payments for this customer, as pending
3741 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3742 a corresponding payment (see L<FS::cust_pay>).
3746 sub cust_pay_pending_attempt {
3748 return $self->num_cust_pay_pending_attempt unless wantarray;
3749 sort { $a->_date <=> $b->_date }
3750 qsearch( 'cust_pay_pending', {
3751 'custnum' => $self->custnum,
3758 =item num_cust_pay_pending
3760 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3761 customer (without status "done"). Also called automatically when the
3762 cust_pay_pending method is used in a scalar context.
3766 sub num_cust_pay_pending {
3769 " SELECT COUNT(*) FROM cust_pay_pending ".
3770 " WHERE custnum = ? AND status != 'done' ",
3775 =item num_cust_pay_pending_attempt
3777 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3778 customer, with status "done" but without a corresp. Also called automatically when the
3779 cust_pay_pending method is used in a scalar context.
3783 sub num_cust_pay_pending_attempt {
3786 " SELECT COUNT(*) FROM cust_pay_pending ".
3787 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3794 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3800 map { $_ } #return $self->num_cust_refund unless wantarray;
3801 sort { $a->_date <=> $b->_date }
3802 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3805 =item display_custnum
3807 Returns the displayed customer number for this customer: agent_custid if
3808 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3812 sub display_custnum {
3815 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3816 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3817 if ( $special eq 'CoStAg' ) {
3818 $prefix = uc( join('',
3820 ($self->state =~ /^(..)/),
3821 $prefix || ($self->agent->agent =~ /^(..)/)
3824 elsif ( $special eq 'CoStCl' ) {
3825 $prefix = uc( join('',
3827 ($self->state =~ /^(..)/),
3828 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3831 # add any others here if needed
3834 my $length = $conf->config('cust_main-custnum-display_length');
3835 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3836 return $self->agent_custid;
3837 } elsif ( $prefix ) {
3838 $length = 8 if !defined($length);
3840 sprintf('%0'.$length.'d', $self->custnum)
3841 } elsif ( $length ) {
3842 return sprintf('%0'.$length.'d', $self->custnum);
3844 return $self->custnum;
3850 Returns a name string for this customer, either "Company (Last, First)" or
3857 my $name = $self->contact;
3858 $name = $self->company. " ($name)" if $self->company;
3862 =item service_contact
3864 Returns the L<FS::contact> object for this customer that has the 'Service'
3865 contact class, or undef if there is no such contact. Deprecated; don't use
3870 sub service_contact {
3872 if ( !exists($self->{service_contact}) ) {
3873 my $classnum = $self->scalar_sql(
3874 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3875 ) || 0; #if it's zero, qsearchs will return nothing
3876 my $cust_contact = qsearchs('cust_contact', {
3877 'classnum' => $classnum,
3878 'custnum' => $self->custnum,
3880 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3882 $self->{service_contact};
3887 Returns a name string for this (service/shipping) contact, either
3888 "Company (Last, First)" or "Last, First".
3895 my $name = $self->ship_contact;
3896 $name = $self->company. " ($name)" if $self->company;
3902 Returns a name string for this customer, either "Company" or "First Last".
3908 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3911 =item ship_name_short
3913 Returns a name string for this (service/shipping) contact, either "Company"
3918 sub ship_name_short {
3920 $self->service_contact
3921 ? $self->ship_contact_firstlast
3927 Returns this customer's full (billing) contact name only, "Last, First"
3933 $self->get('last'). ', '. $self->first;
3938 Returns this customer's full (shipping) contact name only, "Last, First"
3944 my $contact = $self->service_contact || $self;
3945 $contact->get('last') . ', ' . $contact->get('first');
3948 =item contact_firstlast
3950 Returns this customers full (billing) contact name only, "First Last".
3954 sub contact_firstlast {
3956 $self->first. ' '. $self->get('last');
3959 =item ship_contact_firstlast
3961 Returns this customer's full (shipping) contact name only, "First Last".
3965 sub ship_contact_firstlast {
3967 my $contact = $self->service_contact || $self;
3968 $contact->get('first') . ' '. $contact->get('last');
3971 sub bill_country_full {
3973 $self->bill_location->country_full;
3976 sub ship_country_full {
3978 $self->ship_location->country_full;
3981 =item county_state_county [ PREFIX ]
3983 Returns a string consisting of just the county, state and country.
3987 sub county_state_country {
3990 if ( @_ && $_[0] && $self->has_ship_address ) {
3991 $locationnum = $self->ship_locationnum;
3993 $locationnum = $self->bill_locationnum;
3995 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
3996 $cust_location->county_state_country;
3999 =item geocode DATA_VENDOR
4001 Returns a value for the customer location as encoded by DATA_VENDOR.
4002 Currently this only makes sense for "CCH" as DATA_VENDOR.
4010 Returns a status string for this customer, currently:
4016 No packages have ever been ordered. Displayed as "No packages".
4020 Recurring packages all are new (not yet billed).
4024 One or more recurring packages is active.
4028 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4032 All non-cancelled recurring packages are suspended.
4036 All recurring packages are cancelled.
4040 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4041 cust_main-status_module configuration option.
4045 sub status { shift->cust_status(@_); }
4049 for my $status ( FS::cust_main->statuses() ) {
4050 my $method = $status.'_sql';
4051 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4052 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4053 $sth->execute( ($self->custnum) x $numnum )
4054 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4055 return $status if $sth->fetchrow_arrayref->[0];
4059 =item is_status_delay_cancel
4061 Returns true if customer status is 'suspended'
4062 and all suspended cust_pkg return true for
4063 cust_pkg->is_status_delay_cancel.
4065 This is not a real status, this only meant for hacking display
4066 values, because otherwise treating the customer as suspended is
4067 really the whole point of the delay_cancel option.
4071 sub is_status_delay_cancel {
4073 return 0 unless $self->status eq 'suspended';
4074 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4075 return 0 unless $cust_pkg->is_status_delay_cancel;
4080 =item ucfirst_cust_status
4082 =item ucfirst_status
4084 Deprecated, use the cust_status_label method instead.
4086 Returns the status with the first character capitalized.
4090 sub ucfirst_status {
4091 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4092 local($ucfirst_nowarn) = 1;
4093 shift->ucfirst_cust_status(@_);
4096 sub ucfirst_cust_status {
4097 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4099 ucfirst($self->cust_status);
4102 =item cust_status_label
4106 Returns the display label for this status.
4110 sub status_label { shift->cust_status_label(@_); }
4112 sub cust_status_label {
4114 __PACKAGE__->statuslabels->{$self->cust_status};
4119 Returns a hex triplet color string for this customer's status.
4123 sub statuscolor { shift->cust_statuscolor(@_); }
4125 sub cust_statuscolor {
4127 __PACKAGE__->statuscolors->{$self->cust_status};
4130 =item tickets [ STATUS ]
4132 Returns an array of hashes representing the customer's RT tickets.
4134 An optional status (or arrayref or hashref of statuses) may be specified.
4140 my $status = ( @_ && $_[0] ) ? shift : '';
4142 my $num = $conf->config('cust_main-max_tickets') || 10;
4145 if ( $conf->config('ticket_system') ) {
4146 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4148 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4157 foreach my $priority (
4158 $conf->config('ticket_system-custom_priority_field-values'), ''
4160 last if scalar(@tickets) >= $num;
4162 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4163 $num - scalar(@tickets),
4174 =item appointments [ STATUS ]
4176 Returns an array of hashes representing the customer's RT tickets which
4183 my $status = ( @_ && $_[0] ) ? shift : '';
4185 return () unless $conf->config('ticket_system');
4187 my $queueid = $conf->config('ticket_system-appointment-queueid');
4189 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4198 # Return services representing svc_accts in customer support packages
4199 sub support_services {
4201 my %packages = map { $_ => 1 } $conf->config('support_packages');
4203 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4204 grep { $_->part_svc->svcdb eq 'svc_acct' }
4205 map { $_->cust_svc }
4206 grep { exists $packages{ $_->pkgpart } }
4207 $self->ncancelled_pkgs;
4211 # Return a list of latitude/longitude for one of the services (if any)
4212 sub service_coordinates {
4216 grep { $_->latitude && $_->longitude }
4218 map { $_->cust_svc }
4219 $self->ncancelled_pkgs;
4221 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4226 Returns a masked version of the named field
4231 my ($self,$field) = @_;
4235 'x'x(length($self->getfield($field))-4).
4236 substr($self->getfield($field), (length($self->getfield($field))-4));
4240 =item payment_history
4242 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4243 cust_credit and cust_refund objects. Each hashref has the following fields:
4245 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4247 I<date> - value of _date field, unix timestamp
4249 I<date_pretty> - user-friendly date
4251 I<description> - user-friendly description of item
4253 I<amount> - impact of item on user's balance
4254 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4255 Not to be confused with the native 'amount' field in cust_credit, see below.
4257 I<amount_pretty> - includes money char
4259 I<balance> - customer balance, chronologically as of this item
4261 I<balance_pretty> - includes money char
4263 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4265 I<paid> - amount paid for cust_pay records, undef for other types
4267 I<credit> - amount credited for cust_credit records, undef for other types.
4268 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4270 I<refund> - amount refunded for cust_refund records, undef for other types
4272 The four table-specific keys always have positive values, whether they reflect charges or payments.
4274 The following options may be passed to this method:
4276 I<line_items> - if true, returns charges ('Line item') rather than invoices
4278 I<start_date> - unix timestamp, only include records on or after.
4279 If specified, an item of type 'Previous' will also be included.
4280 It does not have table-specific fields.
4282 I<end_date> - unix timestamp, only include records before
4284 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4286 I<conf> - optional already-loaded FS::Conf object.
4290 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4291 # and also for sending customer statements, which should both be kept customer-friendly.
4292 # If you add anything that shouldn't be passed on through the API or exposed
4293 # to customers, add a new option to include it, don't include it by default
4294 sub payment_history {
4296 my $opt = ref($_[0]) ? $_[0] : { @_ };
4298 my $conf = $$opt{'conf'} || new FS::Conf;
4299 my $money_char = $conf->config("money_char") || '$',
4301 #first load entire history,
4302 #need previous to calculate previous balance
4303 #loading after end_date shouldn't hurt too much?
4305 if ( $$opt{'line_items'} ) {
4307 foreach my $cust_bill ( $self->cust_bill ) {
4310 'type' => 'Line item',
4311 'description' => $_->desc( $self->locale ).
4312 ( $_->sdate && $_->edate
4313 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4314 ' To '. time2str('%d-%b-%Y', $_->edate)
4317 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4318 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4319 'date' => $cust_bill->_date,
4320 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4322 foreach $cust_bill->cust_bill_pkg;
4329 'type' => 'Invoice',
4330 'description' => 'Invoice #'. $_->display_invnum,
4331 'amount' => sprintf('%.2f', $_->charged ),
4332 'charged' => sprintf('%.2f', $_->charged ),
4333 'date' => $_->_date,
4334 'date_pretty' => $self->time2str_local('short', $_->_date ),
4336 foreach $self->cust_bill;
4341 'type' => 'Payment',
4342 'description' => 'Payment', #XXX type
4343 'amount' => sprintf('%.2f', 0 - $_->paid ),
4344 'paid' => sprintf('%.2f', $_->paid ),
4345 'date' => $_->_date,
4346 'date_pretty' => $self->time2str_local('short', $_->_date ),
4348 foreach $self->cust_pay;
4352 'description' => 'Credit', #more info?
4353 'amount' => sprintf('%.2f', 0 -$_->amount ),
4354 'credit' => sprintf('%.2f', $_->amount ),
4355 'date' => $_->_date,
4356 'date_pretty' => $self->time2str_local('short', $_->_date ),
4358 foreach $self->cust_credit;
4362 'description' => 'Refund', #more info? type, like payment?
4363 'amount' => $_->refund,
4364 'refund' => $_->refund,
4365 'date' => $_->_date,
4366 'date_pretty' => $self->time2str_local('short', $_->_date ),
4368 foreach $self->cust_refund;
4370 #put it all in chronological order
4371 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4373 #calculate balance, filter items outside date range
4377 foreach my $item (@history) {
4378 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4379 $balance += $$item{'amount'};
4380 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4381 $previous += $$item{'amount'};
4384 $$item{'balance'} = sprintf("%.2f",$balance);
4385 foreach my $key ( qw(amount balance) ) {
4386 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4391 # start with previous balance, if there was one
4394 'type' => 'Previous',
4395 'description' => 'Previous balance',
4396 'amount' => sprintf("%.2f",$previous),
4397 'balance' => sprintf("%.2f",$previous),
4398 'date' => $$opt{'start_date'},
4399 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4401 #false laziness with above
4402 foreach my $key ( qw(amount balance) ) {
4403 $$item{$key.'_pretty'} = $$item{$key};
4404 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4406 unshift(@out,$item);
4409 @out = reverse @history if $$opt{'reverse_sort'};
4414 =item save_cust_payby
4416 Saves a new cust_payby for this customer, replacing an existing entry only
4417 in select circumstances. Does not validate input.
4419 If auto is specified, marks this as the customer's primary method, or the
4420 specified weight. Existing payment methods have their weight incremented as
4423 If bill_location is specified with auto, also sets location in cust_main.
4425 Will not insert complete duplicates of existing records, or records in which the
4426 only difference from an existing record is to turn off automatic payment (will
4427 return without error.) Will replace existing records in which the only difference
4428 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4429 Fields marked as preserved are optional, and existing values will not be overwritten with
4430 blanks when replacing.
4432 Accepts the following named parameters:
4442 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4446 optional, set higher than 1 for secondary, etc.
4454 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4462 optional, will be preserved when replacing
4470 CARD only, required, FS::cust_location object
4472 =item paystart_month
4474 CARD only, optional, will be preserved when replacing
4478 CARD only, optional, will be preserved when replacing
4482 CARD only, optional, will be preserved when replacing
4486 CARD only, only used if conf cvv-save is set appropriately
4500 #The code for this option is in place, but it's not currently used
4504 # existing cust_payby object to be replaced (must match custnum)
4506 # stateid/stateid_state/ss are not currently supported in cust_payby,
4507 # might not even work properly in 4.x, but will need to work here if ever added
4509 sub save_cust_payby {
4513 my $old = $opt{'replace'};
4514 my $new = new FS::cust_payby { $old ? $old->hash : () };
4515 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4516 $new->set( 'custnum' => $self->custnum );
4518 my $payby = $opt{'payment_payby'};
4519 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4521 # don't allow turning off auto when replacing
4522 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4524 my @check_existing; # payby relevant to this payment_payby
4526 # set payby based on auto
4527 if ( $payby eq 'CARD' ) {
4528 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4529 @check_existing = qw( CARD DCRD );
4530 } elsif ( $payby eq 'CHEK' ) {
4531 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4532 @check_existing = qw( CHEK DCHK );
4535 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4538 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4539 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4540 $new->set( 'payname' => $opt{'payname'} );
4541 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4543 my $conf = new FS::Conf;
4545 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4546 if ( $payby eq 'CARD' &&
4547 grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save') ) {
4548 $new->set( 'paycvv' => $opt{'paycvv'} );
4550 $new->set( 'paycvv' => '');
4553 local $SIG{HUP} = 'IGNORE';
4554 local $SIG{INT} = 'IGNORE';
4555 local $SIG{QUIT} = 'IGNORE';
4556 local $SIG{TERM} = 'IGNORE';
4557 local $SIG{TSTP} = 'IGNORE';
4558 local $SIG{PIPE} = 'IGNORE';
4560 my $oldAutoCommit = $FS::UID::AutoCommit;
4561 local $FS::UID::AutoCommit = 0;
4564 # set fields specific to payment_payby
4565 if ( $payby eq 'CARD' ) {
4566 if ($opt{'bill_location'}) {
4567 $opt{'bill_location'}->set('custnum' => $self->custnum);
4568 my $error = $opt{'bill_location'}->find_or_insert;
4570 $dbh->rollback if $oldAutoCommit;
4573 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4575 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4576 $new->set( $field => $opt{$field} );
4579 foreach my $field ( qw(paytype paystate) ) {
4580 $new->set( $field => $opt{$field} );
4584 # other cust_payby to compare this to
4585 my @existing = $self->cust_payby(@check_existing);
4587 # fields that can overwrite blanks with values, but not values with blanks
4588 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4590 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4592 # generally, we don't want to overwrite existing cust_payby with this,
4593 # but we can replace if we're only marking it auto or adding a preserved field
4594 # and we can avoid saving a total duplicate or merely turning off auto
4596 foreach my $cust_payby (@existing) {
4597 # check fields that absolutely should not change
4598 foreach my $field ($new->fields) {
4599 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4600 next if grep(/^$field$/, @preserve );
4601 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4603 # now check fields that can replace if one value is blank
4605 foreach my $field (@preserve) {
4607 ( $new->get($field) and !$cust_payby->get($field) ) or
4608 ( $cust_payby->get($field) and !$new->get($field) )
4610 # prevention of overwriting values with blanks happens farther below
4612 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4616 unless ( $replace ) {
4617 # nearly identical, now check weight
4618 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4619 # ignore identical cust_payby, and ignore attempts to turn off auto
4620 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4621 $skip_cust_payby = 1;
4624 # otherwise, only change is to mark this as primary
4626 # if we got this far, we're definitely replacing
4633 $new->set( 'custpaybynum' => $old->custpaybynum );
4634 # don't turn off automatic payment (but allow it to be turned on)
4635 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4637 $new->set( 'payby' => $old->payby );
4638 $new->set( 'weight' => 1 );
4640 # make sure we're not overwriting values with blanks
4641 foreach my $field (@preserve) {
4642 if ( $old->get($field) and !$new->get($field) ) {
4643 $new->set( $field => $old->get($field) );
4648 # only overwrite cust_main bill_location if auto
4649 if ($opt{'auto'} && $opt{'bill_location'}) {
4650 $self->set('bill_location' => $opt{'bill_location'});
4651 my $error = $self->replace;
4653 $dbh->rollback if $oldAutoCommit;
4658 # done with everything except reweighting and saving cust_payby
4659 # still need to commit changes to cust_main and cust_location
4660 if ($skip_cust_payby) {
4661 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4665 # re-weight existing primary cust_pay for this payby
4667 foreach my $cust_payby (@existing) {
4668 # relies on cust_payby return order
4669 last unless $cust_payby->payby !~ /^D/;
4670 last if $cust_payby->weight > 1;
4671 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4672 next if $cust_payby->weight < ($opt{'weight'} || 1);
4673 $cust_payby->weight( $cust_payby->weight + 1 );
4674 my $error = $cust_payby->replace;
4676 $dbh->rollback if $oldAutoCommit;
4677 return "Error reweighting cust_payby: $error";
4682 # finally, save cust_payby
4683 my $error = $old ? $new->replace($old) : $new->insert;
4685 $dbh->rollback if $oldAutoCommit;
4689 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4696 =head1 CLASS METHODS
4702 Class method that returns the list of possible status strings for customers
4703 (see L<the status method|/status>). For example:
4705 @statuses = FS::cust_main->statuses();
4711 keys %{ $self->statuscolors };
4714 =item cust_status_sql
4716 Returns an SQL fragment to determine the status of a cust_main record, as a
4721 sub cust_status_sql {
4723 for my $status ( FS::cust_main->statuses() ) {
4724 my $method = $status.'_sql';
4725 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4734 Returns an SQL expression identifying prospective cust_main records (customers
4735 with no packages ever ordered)
4739 use vars qw($select_count_pkgs);
4740 $select_count_pkgs =
4741 "SELECT COUNT(*) FROM cust_pkg
4742 WHERE cust_pkg.custnum = cust_main.custnum";
4744 sub select_count_pkgs_sql {
4749 " 0 = ( $select_count_pkgs ) ";
4754 Returns an SQL expression identifying ordered cust_main records (customers with
4755 no active packages, but recurring packages not yet setup or one time charges
4761 FS::cust_main->none_active_sql.
4762 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4767 Returns an SQL expression identifying active cust_main records (customers with
4768 active recurring packages).
4773 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4776 =item none_active_sql
4778 Returns an SQL expression identifying cust_main records with no active
4779 recurring packages. This includes customers of status prospect, ordered,
4780 inactive, and suspended.
4784 sub none_active_sql {
4785 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4790 Returns an SQL expression identifying inactive cust_main records (customers with
4791 no active recurring packages, but otherwise unsuspended/uncancelled).
4796 FS::cust_main->none_active_sql.
4797 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4803 Returns an SQL expression identifying suspended cust_main records.
4808 sub suspended_sql { susp_sql(@_); }
4810 FS::cust_main->none_active_sql.
4811 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4817 Returns an SQL expression identifying cancelled cust_main records.
4821 sub cancel_sql { shift->cancelled_sql(@_); }
4824 =item uncancelled_sql
4826 Returns an SQL expression identifying un-cancelled cust_main records.
4830 sub uncancelled_sql { uncancel_sql(@_); }
4831 sub uncancel_sql { "
4832 ( 0 < ( $select_count_pkgs
4833 AND ( cust_pkg.cancel IS NULL
4834 OR cust_pkg.cancel = 0
4837 OR 0 = ( $select_count_pkgs )
4843 Returns an SQL fragment to retreive the balance.
4848 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4849 WHERE cust_bill.custnum = cust_main.custnum )
4850 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4851 WHERE cust_pay.custnum = cust_main.custnum )
4852 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4853 WHERE cust_credit.custnum = cust_main.custnum )
4854 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4855 WHERE cust_refund.custnum = cust_main.custnum )
4858 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4860 Returns an SQL fragment to retreive the balance for this customer, optionally
4861 considering invoices with date earlier than START_TIME, and not
4862 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4863 total_unapplied_payments).
4865 Times are specified as SQL fragments or numeric
4866 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4867 L<Date::Parse> for conversion functions. The empty string can be passed
4868 to disable that time constraint completely.
4870 Available options are:
4874 =item unapplied_date
4876 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
4881 set to true to remove all customer comparison clauses, for totals
4886 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4891 JOIN clause (typically used with the total option)
4895 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4896 time will be ignored. Note that START_TIME and END_TIME only limit the date
4897 range for invoices and I<unapplied> payments, credits, and refunds.
4903 sub balance_date_sql {
4904 my( $class, $start, $end, %opt ) = @_;
4906 my $cutoff = $opt{'cutoff'};
4908 my $owed = FS::cust_bill->owed_sql($cutoff);
4909 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4910 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4911 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4913 my $j = $opt{'join'} || '';
4915 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4916 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4917 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4918 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4920 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4921 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4922 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4923 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4928 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4930 Returns an SQL fragment to retreive the total unapplied payments for this
4931 customer, only considering payments with date earlier than START_TIME, and
4932 optionally not later than END_TIME.
4934 Times are specified as SQL fragments or numeric
4935 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4936 L<Date::Parse> for conversion functions. The empty string can be passed
4937 to disable that time constraint completely.
4939 Available options are:
4943 sub unapplied_payments_date_sql {
4944 my( $class, $start, $end, %opt ) = @_;
4946 my $cutoff = $opt{'cutoff'};
4948 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4950 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4951 'unapplied_date'=>1 );
4953 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4956 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4958 Helper method for balance_date_sql; name (and usage) subject to change
4959 (suggestions welcome).
4961 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4962 cust_refund, cust_credit or cust_pay).
4964 If TABLE is "cust_bill" or the unapplied_date option is true, only
4965 considers records with date earlier than START_TIME, and optionally not
4966 later than END_TIME .
4970 sub _money_table_where {
4971 my( $class, $table, $start, $end, %opt ) = @_;
4974 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4975 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4976 push @where, "$table._date <= $start" if defined($start) && length($start);
4977 push @where, "$table._date > $end" if defined($end) && length($end);
4979 push @where, @{$opt{'where'}} if $opt{'where'};
4980 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4986 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4987 use FS::cust_main::Search;
4990 FS::cust_main::Search->search(@_);
4999 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5001 #Deprecated. Use event notification and message templates
5002 #(L<FS::msg_template>) instead.
5004 #Sends a templated email notification to the customer (see L<Text::Template>).
5006 #OPTIONS is a hash and may include
5008 #I<from> - the email sender (default is invoice_from)
5010 #I<to> - comma-separated scalar or arrayref of recipients
5011 # (default is invoicing_list)
5013 #I<subject> - The subject line of the sent email notification
5014 # (default is "Notice from company_name")
5016 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5019 #The following variables are vavailable in the template.
5021 #I<$first> - the customer first name
5022 #I<$last> - the customer last name
5023 #I<$company> - the customer company
5024 #I<$payby> - a description of the method of payment for the customer
5025 # # would be nice to use FS::payby::shortname
5026 #I<$payinfo> - the account information used to collect for this customer
5027 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5032 # my ($self, $template, %options) = @_;
5034 # return unless $conf->exists($template);
5036 # my $from = $conf->invoice_from_full($self->agentnum)
5037 # if $conf->exists('invoice_from', $self->agentnum);
5038 # $from = $options{from} if exists($options{from});
5040 # my $to = join(',', $self->invoicing_list_emailonly);
5041 # $to = $options{to} if exists($options{to});
5043 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5044 # if $conf->exists('company_name', $self->agentnum);
5045 # $subject = $options{subject} if exists($options{subject});
5047 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5048 # SOURCE => [ map "$_\n",
5049 # $conf->config($template)]
5051 # or die "can't create new Text::Template object: Text::Template::ERROR";
5052 # $notify_template->compile()
5053 # or die "can't compile template: Text::Template::ERROR";
5055 # $FS::notify_template::_template::company_name =
5056 # $conf->config('company_name', $self->agentnum);
5057 # $FS::notify_template::_template::company_address =
5058 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5060 # my $paydate = $self->paydate || '2037-12-31';
5061 # $FS::notify_template::_template::first = $self->first;
5062 # $FS::notify_template::_template::last = $self->last;
5063 # $FS::notify_template::_template::company = $self->company;
5064 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5065 # my $payby = $self->payby;
5066 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5067 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5069 # #credit cards expire at the end of the month/year of their exp date
5070 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5071 # $FS::notify_template::_template::payby = 'credit card';
5072 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5073 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5075 # }elsif ($payby eq 'COMP') {
5076 # $FS::notify_template::_template::payby = 'complimentary account';
5078 # $FS::notify_template::_template::payby = 'current method';
5080 # $FS::notify_template::_template::expdate = $expire_time;
5082 # for (keys %{$options{extra_fields}}){
5084 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5087 # send_email(from => $from,
5089 # subject => $subject,
5090 # body => $notify_template->fill_in( PACKAGE =>
5091 # 'FS::notify_template::_template' ),
5096 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5098 Generates a templated notification to the customer (see L<Text::Template>).
5100 OPTIONS is a hash and may include
5102 I<extra_fields> - a hashref of name/value pairs which will be substituted
5103 into the template. These values may override values mentioned below
5104 and those from the customer record.
5106 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5108 The following variables are available in the template instead of or in addition
5109 to the fields of the customer record.
5111 I<$payby> - a description of the method of payment for the customer
5112 # would be nice to use FS::payby::shortname
5113 I<$payinfo> - the masked account information used to collect for this customer
5114 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5115 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5119 # a lot like cust_bill::print_latex
5120 sub generate_letter {
5121 my ($self, $template, %options) = @_;
5123 warn "Template $template does not exist" && return
5124 unless $conf->exists($template) || $options{'template_text'};
5126 my $template_source = $options{'template_text'}
5127 ? [ $options{'template_text'} ]
5128 : [ map "$_\n", $conf->config($template) ];
5130 my $letter_template = new Text::Template
5132 SOURCE => $template_source,
5133 DELIMITERS => [ '[@--', '--@]' ],
5135 or die "can't create new Text::Template object: Text::Template::ERROR";
5137 $letter_template->compile()
5138 or die "can't compile template: Text::Template::ERROR";
5140 my %letter_data = map { $_ => $self->$_ } $self->fields;
5141 $letter_data{payinfo} = $self->mask_payinfo;
5143 #my $paydate = $self->paydate || '2037-12-31';
5144 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5146 my $payby = $self->payby;
5147 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5148 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5150 #credit cards expire at the end of the month/year of their exp date
5151 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5152 $letter_data{payby} = 'credit card';
5153 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5154 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5156 }elsif ($payby eq 'COMP') {
5157 $letter_data{payby} = 'complimentary account';
5159 $letter_data{payby} = 'current method';
5161 $letter_data{expdate} = $expire_time;
5163 for (keys %{$options{extra_fields}}){
5164 $letter_data{$_} = $options{extra_fields}->{$_};
5167 unless(exists($letter_data{returnaddress})){
5168 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5169 $self->agent_template)
5171 if ( length($retadd) ) {
5172 $letter_data{returnaddress} = $retadd;
5173 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5174 $letter_data{returnaddress} =
5175 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5179 ( $conf->config('company_name', $self->agentnum),
5180 $conf->config('company_address', $self->agentnum),
5184 $letter_data{returnaddress} = '~';
5188 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5190 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5192 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5194 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5198 ) or die "can't open temp file: $!\n";
5199 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5200 or die "can't write temp file: $!\n";
5202 $letter_data{'logo_file'} = $lh->filename;
5204 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5208 ) or die "can't open temp file: $!\n";
5210 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5212 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5213 return ($1, $letter_data{'logo_file'});
5217 =item print_ps TEMPLATE
5219 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5225 my($file, $lfile) = $self->generate_letter(@_);
5226 my $ps = FS::Misc::generate_ps($file);
5227 unlink($file.'.tex');
5233 =item print TEMPLATE
5235 Prints the filled in template.
5237 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5241 sub queueable_print {
5244 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5245 or die "invalid customer number: " . $opt{custnum};
5247 #do not backport this change to 3.x
5248 # my $error = $self->print( { 'template' => $opt{template} } );
5249 my $error = $self->print( $opt{'template'} );
5250 die $error if $error;
5254 my ($self, $template) = (shift, shift);
5256 [ $self->print_ps($template) ],
5257 'agentnum' => $self->agentnum,
5261 #these three subs should just go away once agent stuff is all config overrides
5263 sub agent_template {
5265 $self->_agent_plandata('agent_templatename');
5268 sub agent_invoice_from {
5270 $self->_agent_plandata('agent_invoice_from');
5273 sub _agent_plandata {
5274 my( $self, $option ) = @_;
5276 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5277 #agent-specific Conf
5279 use FS::part_event::Condition;
5281 my $agentnum = $self->agentnum;
5283 my $regexp = regexp_sql();
5285 my $part_event_option =
5287 'select' => 'part_event_option.*',
5288 'table' => 'part_event_option',
5290 LEFT JOIN part_event USING ( eventpart )
5291 LEFT JOIN part_event_option AS peo_agentnum
5292 ON ( part_event.eventpart = peo_agentnum.eventpart
5293 AND peo_agentnum.optionname = 'agentnum'
5294 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5296 LEFT JOIN part_event_condition
5297 ON ( part_event.eventpart = part_event_condition.eventpart
5298 AND part_event_condition.conditionname = 'cust_bill_age'
5300 LEFT JOIN part_event_condition_option
5301 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5302 AND part_event_condition_option.optionname = 'age'
5305 #'hashref' => { 'optionname' => $option },
5306 #'hashref' => { 'part_event_option.optionname' => $option },
5308 " WHERE part_event_option.optionname = ". dbh->quote($option).
5309 " AND action = 'cust_bill_send_agent' ".
5310 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5311 " AND peo_agentnum.optionname = 'agentnum' ".
5312 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5314 CASE WHEN part_event_condition_option.optionname IS NULL
5316 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5318 , part_event.weight".
5322 unless ( $part_event_option ) {
5323 return $self->agent->invoice_template || ''
5324 if $option eq 'agent_templatename';
5328 $part_event_option->optionvalue;
5332 sub process_o2m_qsearch {
5335 return qsearch($table, @_) unless $table eq 'contact';
5337 my $hashref = shift;
5338 my %hash = %$hashref;
5339 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5340 or die 'guru meditation #4343';
5342 qsearch({ 'table' => 'contact',
5343 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5344 'hashref' => \%hash,
5345 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5346 " cust_contact.custnum = $custnum "
5350 sub process_o2m_qsearchs {
5353 return qsearchs($table, @_) unless $table eq 'contact';
5355 my $hashref = shift;
5356 my %hash = %$hashref;
5357 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5358 or die 'guru meditation #2121';
5360 qsearchs({ 'table' => 'contact',
5361 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5362 'hashref' => \%hash,
5363 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5364 " cust_contact.custnum = $custnum "
5368 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5370 Subroutine (not a method), designed to be called from the queue.
5372 Takes a list of options and values.
5374 Pulls up the customer record via the custnum option and calls bill_and_collect.
5379 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5381 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5382 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5384 #without this errors don't get rolled back
5385 $args{'fatal'} = 1; # runs from job queue, will be caught
5387 $cust_main->bill_and_collect( %args );
5390 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5392 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5393 C<collect> part. This is used in batch tax calculation, where invoice
5394 generation and collection events have to be completely separated.
5398 sub queued_collect {
5400 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5402 $cust_main->collect(%args);
5405 sub process_bill_and_collect {
5408 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5409 or die "custnum '$param->{custnum}' not found!\n";
5410 $param->{'job'} = $job;
5411 $param->{'fatal'} = 1; # runs from job queue, will be caught
5412 $param->{'retry'} = 1;
5414 $cust_main->bill_and_collect( %$param );
5417 #starting to take quite a while for big dbs
5418 # (JRNL: journaled so it only happens once per database)
5419 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5420 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5421 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5422 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5423 # JRNL leading/trailing spaces in first, last, company
5424 # JRNL migrate to cust_payby
5425 # - otaker upgrade? journal and call it good? (double check to make sure
5426 # we're not still setting otaker here)
5428 #only going to get worse with new location stuff...
5430 sub _upgrade_data { #class method
5431 my ($class, %opts) = @_;
5434 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5437 #this seems to be the only expensive one.. why does it take so long?
5438 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5440 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5441 FS::upgrade_journal->set_done('cust_main__signupdate');
5444 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5446 # fix yyyy-m-dd formatted paydates
5447 if ( driver_name =~ /^mysql/i ) {
5449 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5450 } else { # the SQL standard
5452 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5454 FS::upgrade_journal->set_done('cust_main__paydate');
5457 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5459 push @statements, #fix the weird BILL with a cc# in payinfo problem
5461 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5463 FS::upgrade_journal->set_done('cust_main__payinfo');
5468 foreach my $sql ( @statements ) {
5469 my $sth = dbh->prepare($sql) or die dbh->errstr;
5470 $sth->execute or die $sth->errstr;
5471 #warn ( (time - $t). " seconds\n" );
5475 local($ignore_expired_card) = 1;
5476 local($ignore_banned_card) = 1;
5477 local($skip_fuzzyfiles) = 1;
5478 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5480 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5482 #we don't want to decrypt them, just stuff them as-is into cust_payby
5483 local(@encrypted_fields) = ();
5485 local($FS::cust_payby::ignore_expired_card) = 1;
5486 local($FS::cust_payby::ignore_banned_card) = 1;
5487 local($FS::cust_payby::ignore_cardtype) = 1;
5489 my @payfields = qw( payby payinfo paycvv paymask
5490 paydate paystart_month paystart_year payissue
5491 payname paystate paytype payip
5494 my $search = new FS::Cursor {
5495 'table' => 'cust_main',
5496 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5499 while (my $cust_main = $search->fetch) {
5501 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5503 my $cust_payby = new FS::cust_payby {
5504 'custnum' => $cust_main->custnum,
5506 map { $_ => $cust_main->$_(); } @payfields
5509 my $error = $cust_payby->insert;
5510 die $error if $error;
5514 # at the time we do this, also migrate paytype into cust_pay_batch
5515 # so that batches that are open before the migration can still be
5517 my @cust_pay_batch = qsearch('cust_pay_batch', {
5518 'custnum' => $cust_main->custnum,
5522 foreach my $cust_pay_batch (@cust_pay_batch) {
5523 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5524 my $error = $cust_pay_batch->replace;
5525 die "$error (setting cust_pay_batch.paytype)" if $error;
5528 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5530 $cust_main->invoice_attn( $cust_main->payname )
5531 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5532 $cust_main->po_number( $cust_main->payinfo )
5533 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5535 $cust_main->setfield($_, '') foreach @payfields;
5536 my $error = $cust_main->replace;
5537 die "Error upgradging payment information for custnum ".
5538 $cust_main->custnum. ": $error"
5543 FS::upgrade_journal->set_done('cust_main__cust_payby');
5546 FS::cust_main::Location->_upgrade_data(%opts);
5548 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5550 foreach my $cust_main ( qsearch({
5551 'table' => 'cust_main',
5553 'extra_sql' => 'WHERE '.
5555 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5556 qw( first last company )
5559 my $error = $cust_main->replace;
5560 die $error if $error;
5563 FS::upgrade_journal->set_done('cust_main__trimspaces');
5567 $class->_upgrade_otaker(%opts);
5577 The delete method should possibly take an FS::cust_main object reference
5578 instead of a scalar customer number.
5580 Bill and collect options should probably be passed as references instead of a
5583 There should probably be a configuration file with a list of allowed credit
5586 No multiple currency support (probably a larger project than just this module).
5588 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5590 Birthdates rely on negative epoch values.
5592 The payby for card/check batches is broken. With mixed batching, bad
5595 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5599 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5600 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5601 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.