5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
12 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
16 use vars qw( $DEBUG $me $conf
19 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
24 use Scalar::Util qw( blessed );
25 use Time::Local qw(timelocal);
26 use Storable qw(thaw);
30 use Digest::MD5 qw(md5_base64);
33 use File::Temp; #qw( tempfile );
34 use Business::CreditCard 0.28;
36 use FS::UID qw( getotaker dbh driver_name );
37 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
38 use FS::Misc qw( generate_email send_email generate_ps do_print );
39 use FS::Msgcat qw(gettext);
46 use FS::cust_bill_void;
47 use FS::legacy_cust_bill;
49 use FS::cust_pay_pending;
50 use FS::cust_pay_void;
51 use FS::cust_pay_batch;
54 use FS::part_referral;
55 use FS::cust_main_county;
56 use FS::cust_location;
58 use FS::cust_main_exemption;
59 use FS::cust_tax_adjustment;
60 use FS::cust_tax_location;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
79 # 1 is mostly method/subroutine entry and options
80 # 2 traces progress of some operations
81 # 3 is even more information including possibly sensitive data
83 $me = '[FS::cust_main]';
86 $ignore_expired_card = 0;
87 $ignore_banned_card = 0;
91 @encrypted_fields = ('payinfo', 'paycvv');
92 sub nohistory_fields { ('payinfo', 'paycvv'); }
94 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
96 #ask FS::UID to run this stuff for us later
97 #$FS::UID::callback{'FS::cust_main'} = sub {
98 install_callback FS::UID sub {
100 #yes, need it for stuff below (prolly should be cached)
105 my ( $hashref, $cache ) = @_;
106 if ( exists $hashref->{'pkgnum'} ) {
107 #@{ $self->{'_pkgnum'} } = ();
108 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
109 $self->{'_pkgnum'} = $subcache;
110 #push @{ $self->{'_pkgnum'} },
111 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
117 FS::cust_main - Object methods for cust_main records
123 $record = new FS::cust_main \%hash;
124 $record = new FS::cust_main { 'column' => 'value' };
126 $error = $record->insert;
128 $error = $new_record->replace($old_record);
130 $error = $record->delete;
132 $error = $record->check;
134 @cust_pkg = $record->all_pkgs;
136 @cust_pkg = $record->ncancelled_pkgs;
138 @cust_pkg = $record->suspended_pkgs;
140 $error = $record->bill;
141 $error = $record->bill %options;
142 $error = $record->bill 'time' => $time;
144 $error = $record->collect;
145 $error = $record->collect %options;
146 $error = $record->collect 'invoice_time' => $time,
151 An FS::cust_main object represents a customer. FS::cust_main inherits from
152 FS::Record. The following fields are currently supported:
158 Primary key (assigned automatically for new customers)
162 Agent (see L<FS::agent>)
166 Advertising source (see L<FS::part_referral>)
178 Cocial security number (optional)
202 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
206 Payment Information (See L<FS::payinfo_Mixin> for data format)
210 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
214 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
218 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
222 Start date month (maestro/solo cards only)
226 Start date year (maestro/solo cards only)
230 Issue number (maestro/solo cards only)
234 Name on card or billing name
238 IP address from which payment information was received
242 Tax exempt, empty or `Y'
246 Order taker (see L<FS::access_user>)
252 =item referral_custnum
254 Referring customer number
258 Enable individual CDR spooling, empty or `Y'
262 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
266 Discourage individual CDR printing, empty or `Y'
270 Allow self-service editing of ticket subjects, empty or 'Y'
272 =item calling_list_exempt
274 Do not call, empty or 'Y'
284 Creates a new customer. To add the customer to the database, see L<"insert">.
286 Note that this stores the hash reference, not a distinct copy of the hash it
287 points to. You can ask the object for a copy with the I<hash> method.
291 sub table { 'cust_main'; }
293 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
295 Adds this customer to the database. If there is an error, returns the error,
296 otherwise returns false.
298 Usually the customer's location will not yet exist in the database, and
299 the C<bill_location> and C<ship_location> pseudo-fields must be set to
300 uninserted L<FS::cust_location> objects. These will be inserted and linked
301 (in both directions) to the new customer record. If they're references
302 to the same object, they will become the same location.
304 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
305 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
306 are inserted atomicly, or the transaction is rolled back. Passing an empty
307 hash reference is equivalent to not supplying this parameter. There should be
308 a better explanation of this, but until then, here's an example:
311 tie %hash, 'Tie::RefHash'; #this part is important
313 $cust_pkg => [ $svc_acct ],
316 $cust_main->insert( \%hash );
318 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
319 be set as the invoicing list (see L<"invoicing_list">). Errors return as
320 expected and rollback the entire transaction; it is not necessary to call
321 check_invoicing_list first. The invoicing_list is set after the records in the
322 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
323 invoicing_list destination to the newly-created svc_acct. Here's an example:
325 $cust_main->insert( {}, [ $email, 'POST' ] );
327 Currently available options are: I<depend_jobnum>, I<noexport>,
328 I<tax_exemption> and I<prospectnum>.
330 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
331 on the supplied jobnum (they will not run until the specific job completes).
332 This can be used to defer provisioning until some action completes (such
333 as running the customer's credit card successfully).
335 The I<noexport> option is deprecated. If I<noexport> is set true, no
336 provisioning jobs (exports) are scheduled. (You can schedule them later with
337 the B<reexport> method.)
339 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
340 of tax names and exemption numbers. FS::cust_main_exemption records will be
341 created and inserted.
343 If I<prospectnum> is set, moves contacts and locations from that prospect.
349 my $cust_pkgs = @_ ? shift : {};
350 my $invoicing_list = @_ ? shift : '';
352 warn "$me insert called with options ".
353 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
356 local $SIG{HUP} = 'IGNORE';
357 local $SIG{INT} = 'IGNORE';
358 local $SIG{QUIT} = 'IGNORE';
359 local $SIG{TERM} = 'IGNORE';
360 local $SIG{TSTP} = 'IGNORE';
361 local $SIG{PIPE} = 'IGNORE';
363 my $oldAutoCommit = $FS::UID::AutoCommit;
364 local $FS::UID::AutoCommit = 0;
367 my $prepay_identifier = '';
368 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
370 if ( $self->payby eq 'PREPAY' ) {
372 $self->payby('BILL');
373 $prepay_identifier = $self->payinfo;
376 warn " looking up prepaid card $prepay_identifier\n"
379 my $error = $self->get_prepay( $prepay_identifier,
380 'amount_ref' => \$amount,
381 'seconds_ref' => \$seconds,
382 'upbytes_ref' => \$upbytes,
383 'downbytes_ref' => \$downbytes,
384 'totalbytes_ref' => \$totalbytes,
387 $dbh->rollback if $oldAutoCommit;
388 #return "error applying prepaid card (transaction rolled back): $error";
392 $payby = 'PREP' if $amount;
394 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|PPAL)$/ ) {
397 $self->payby('BILL');
398 $amount = $self->paid;
403 foreach my $l (qw(bill_location ship_location)) {
404 my $loc = delete $self->hashref->{$l};
405 # XXX if we're moving a prospect's locations, do that here
410 if ( !$loc->locationnum ) {
411 # warn the location that we're going to insert it with no custnum
412 $loc->set(custnum_pending => 1);
413 warn " inserting $l\n"
415 my $error = $loc->insert;
417 $dbh->rollback if $oldAutoCommit;
418 my $label = $l eq 'ship_location' ? 'service' : 'billing';
419 return "$error (in $label location)";
422 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
423 # then it somehow belongs to another customer--shouldn't happen
424 $dbh->rollback if $oldAutoCommit;
425 return "$l belongs to customer ".$loc->custnum;
427 # else it already belongs to this customer
428 # (happens when ship_location is identical to bill_location)
430 $self->set($l.'num', $loc->locationnum);
432 if ( $self->get($l.'num') eq '' ) {
433 $dbh->rollback if $oldAutoCommit;
438 warn " inserting $self\n"
441 $self->signupdate(time) unless $self->signupdate;
443 $self->auto_agent_custid()
444 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
446 my $error = $self->SUPER::insert;
448 $dbh->rollback if $oldAutoCommit;
449 #return "inserting cust_main record (transaction rolled back): $error";
453 # now set cust_location.custnum
454 foreach my $l (qw(bill_location ship_location)) {
455 warn " setting $l.custnum\n"
458 unless ( $loc->custnum ) {
459 $loc->set(custnum => $self->custnum);
460 $error ||= $loc->replace;
464 $dbh->rollback if $oldAutoCommit;
465 return "error setting $l custnum: $error";
469 warn " setting invoicing list\n"
472 if ( $invoicing_list ) {
473 $error = $self->check_invoicing_list( $invoicing_list );
475 $dbh->rollback if $oldAutoCommit;
476 #return "checking invoicing_list (transaction rolled back): $error";
479 $self->invoicing_list( $invoicing_list );
482 warn " setting customer tags\n"
485 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
486 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
487 'custnum' => $self->custnum };
488 my $error = $cust_tag->insert;
490 $dbh->rollback if $oldAutoCommit;
495 my $prospectnum = delete $options{'prospectnum'};
496 if ( $prospectnum ) {
498 warn " moving contacts and locations from prospect $prospectnum\n"
502 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
503 unless ( $prospect_main ) {
504 $dbh->rollback if $oldAutoCommit;
505 return "Unknown prospectnum $prospectnum";
507 $prospect_main->custnum($self->custnum);
508 $prospect_main->disabled('Y');
509 my $error = $prospect_main->replace;
511 $dbh->rollback if $oldAutoCommit;
515 my @contact = $prospect_main->contact;
516 my @cust_location = $prospect_main->cust_location;
517 my @qual = $prospect_main->qual;
519 foreach my $r ( @contact, @cust_location, @qual ) {
521 $r->custnum($self->custnum);
522 my $error = $r->replace;
524 $dbh->rollback if $oldAutoCommit;
531 warn " setting cust_main_exemption\n"
534 my $tax_exemption = delete $options{'tax_exemption'};
535 if ( $tax_exemption ) {
537 $tax_exemption = { map { $_ => '' } @$tax_exemption }
538 if ref($tax_exemption) eq 'ARRAY';
540 foreach my $taxname ( keys %$tax_exemption ) {
541 my $cust_main_exemption = new FS::cust_main_exemption {
542 'custnum' => $self->custnum,
543 'taxname' => $taxname,
544 'exempt_number' => $tax_exemption->{$taxname},
546 my $error = $cust_main_exemption->insert;
548 $dbh->rollback if $oldAutoCommit;
549 return "inserting cust_main_exemption (transaction rolled back): $error";
554 warn " ordering packages\n"
557 $error = $self->order_pkgs( $cust_pkgs,
559 'seconds_ref' => \$seconds,
560 'upbytes_ref' => \$upbytes,
561 'downbytes_ref' => \$downbytes,
562 'totalbytes_ref' => \$totalbytes,
565 $dbh->rollback if $oldAutoCommit;
570 $dbh->rollback if $oldAutoCommit;
571 return "No svc_acct record to apply pre-paid time";
573 if ( $upbytes || $downbytes || $totalbytes ) {
574 $dbh->rollback if $oldAutoCommit;
575 return "No svc_acct record to apply pre-paid data";
579 warn " inserting initial $payby payment of $amount\n"
581 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
583 $dbh->rollback if $oldAutoCommit;
584 return "inserting payment (transaction rolled back): $error";
588 unless ( $import || $skip_fuzzyfiles ) {
589 warn " queueing fuzzyfiles update\n"
591 $error = $self->queue_fuzzyfiles_update;
593 $dbh->rollback if $oldAutoCommit;
594 return "updating fuzzy search cache: $error";
598 # FS::geocode_Mixin::after_insert or something?
599 if ( $conf->config('tax_district_method') and !$import ) {
600 # if anything non-empty, try to look it up
601 my $queue = new FS::queue {
602 'job' => 'FS::geocode_Mixin::process_district_update',
603 'custnum' => $self->custnum,
605 my $error = $queue->insert( ref($self), $self->custnum );
607 $dbh->rollback if $oldAutoCommit;
608 return "queueing tax district update: $error";
613 warn " exporting\n" if $DEBUG > 1;
615 my $export_args = $options{'export_args'} || [];
618 map qsearch( 'part_export', {exportnum=>$_} ),
619 $conf->config('cust_main-exports'); #, $agentnum
621 foreach my $part_export ( @part_export ) {
622 my $error = $part_export->export_insert($self, @$export_args);
624 $dbh->rollback if $oldAutoCommit;
625 return "exporting to ". $part_export->exporttype.
626 " (transaction rolled back): $error";
630 #foreach my $depend_jobnum ( @$depend_jobnums ) {
631 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
633 # foreach my $jobnum ( @jobnums ) {
634 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
635 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
637 # my $error = $queue->depend_insert($depend_jobnum);
639 # $dbh->rollback if $oldAutoCommit;
640 # return "error queuing job dependancy: $error";
647 #if ( exists $options{'jobnums'} ) {
648 # push @{ $options{'jobnums'} }, @jobnums;
651 warn " insert complete; committing transaction\n"
654 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
659 use File::CounterFile;
660 sub auto_agent_custid {
663 my $format = $conf->config('cust_main-auto_agent_custid');
665 if ( $format eq '1YMMXXXXXXXX' ) {
667 my $counter = new File::CounterFile 'cust_main.agent_custid';
670 my $ym = 100000000000 + time2str('%y%m00000000', time);
671 if ( $ym > $counter->value ) {
672 $counter->{'value'} = $agent_custid = $ym;
673 $counter->{'updated'} = 1;
675 $agent_custid = $counter->inc;
681 die "Unknown cust_main-auto_agent_custid format: $format";
684 $self->agent_custid($agent_custid);
688 =item PACKAGE METHODS
690 Documentation on customer package methods has been moved to
691 L<FS::cust_main::Packages>.
693 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
695 Recharges this (existing) customer with the specified prepaid card (see
696 L<FS::prepay_credit>), specified either by I<identifier> or as an
697 FS::prepay_credit object. If there is an error, returns the error, otherwise
700 Optionally, five scalar references can be passed as well. They will have their
701 values filled in with the amount, number of seconds, and number of upload,
702 download, and total bytes applied by this prepaid card.
706 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
707 #the only place that uses these args
708 sub recharge_prepay {
709 my( $self, $prepay_credit, $amountref, $secondsref,
710 $upbytesref, $downbytesref, $totalbytesref ) = @_;
712 local $SIG{HUP} = 'IGNORE';
713 local $SIG{INT} = 'IGNORE';
714 local $SIG{QUIT} = 'IGNORE';
715 local $SIG{TERM} = 'IGNORE';
716 local $SIG{TSTP} = 'IGNORE';
717 local $SIG{PIPE} = 'IGNORE';
719 my $oldAutoCommit = $FS::UID::AutoCommit;
720 local $FS::UID::AutoCommit = 0;
723 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
725 my $error = $self->get_prepay( $prepay_credit,
726 'amount_ref' => \$amount,
727 'seconds_ref' => \$seconds,
728 'upbytes_ref' => \$upbytes,
729 'downbytes_ref' => \$downbytes,
730 'totalbytes_ref' => \$totalbytes,
732 || $self->increment_seconds($seconds)
733 || $self->increment_upbytes($upbytes)
734 || $self->increment_downbytes($downbytes)
735 || $self->increment_totalbytes($totalbytes)
736 || $self->insert_cust_pay_prepay( $amount,
738 ? $prepay_credit->identifier
743 $dbh->rollback if $oldAutoCommit;
747 if ( defined($amountref) ) { $$amountref = $amount; }
748 if ( defined($secondsref) ) { $$secondsref = $seconds; }
749 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
750 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
751 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
753 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
758 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
760 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
761 specified either by I<identifier> or as an FS::prepay_credit object.
763 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
764 incremented by the values of the prepaid card.
766 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
767 check or set this customer's I<agentnum>.
769 If there is an error, returns the error, otherwise returns false.
775 my( $self, $prepay_credit, %opt ) = @_;
777 local $SIG{HUP} = 'IGNORE';
778 local $SIG{INT} = 'IGNORE';
779 local $SIG{QUIT} = 'IGNORE';
780 local $SIG{TERM} = 'IGNORE';
781 local $SIG{TSTP} = 'IGNORE';
782 local $SIG{PIPE} = 'IGNORE';
784 my $oldAutoCommit = $FS::UID::AutoCommit;
785 local $FS::UID::AutoCommit = 0;
788 unless ( ref($prepay_credit) ) {
790 my $identifier = $prepay_credit;
792 $prepay_credit = qsearchs(
794 { 'identifier' => $identifier },
799 unless ( $prepay_credit ) {
800 $dbh->rollback if $oldAutoCommit;
801 return "Invalid prepaid card: ". $identifier;
806 if ( $prepay_credit->agentnum ) {
807 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
808 $dbh->rollback if $oldAutoCommit;
809 return "prepaid card not valid for agent ". $self->agentnum;
811 $self->agentnum($prepay_credit->agentnum);
814 my $error = $prepay_credit->delete;
816 $dbh->rollback if $oldAutoCommit;
817 return "removing prepay_credit (transaction rolled back): $error";
820 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
821 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
823 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
828 =item increment_upbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of upbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_upbytes {
837 _increment_column( shift, 'upbytes', @_);
840 =item increment_downbytes SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of downbytes. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_downbytes {
849 _increment_column( shift, 'downbytes', @_);
852 =item increment_totalbytes SECONDS
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of totalbytes. If there is an error, returns the error,
856 otherwise returns false.
860 sub increment_totalbytes {
861 _increment_column( shift, 'totalbytes', @_);
864 =item increment_seconds SECONDS
866 Updates this customer's single or primary account (see L<FS::svc_acct>) by
867 the specified number of seconds. If there is an error, returns the error,
868 otherwise returns false.
872 sub increment_seconds {
873 _increment_column( shift, 'seconds', @_);
876 =item _increment_column AMOUNT
878 Updates this customer's single or primary account (see L<FS::svc_acct>) by
879 the specified number of seconds or bytes. If there is an error, returns
880 the error, otherwise returns false.
884 sub _increment_column {
885 my( $self, $column, $amount ) = @_;
886 warn "$me increment_column called: $column, $amount\n"
889 return '' unless $amount;
891 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
892 $self->ncancelled_pkgs;
895 return 'No packages with primary or single services found'.
896 ' to apply pre-paid time';
897 } elsif ( scalar(@cust_pkg) > 1 ) {
898 #maybe have a way to specify the package/account?
899 return 'Multiple packages found to apply pre-paid time';
902 my $cust_pkg = $cust_pkg[0];
903 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
907 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
910 return 'No account found to apply pre-paid time';
911 } elsif ( scalar(@cust_svc) > 1 ) {
912 return 'Multiple accounts found to apply pre-paid time';
915 my $svc_acct = $cust_svc[0]->svc_x;
916 warn " found service svcnum ". $svc_acct->pkgnum.
917 ' ('. $svc_acct->email. ")\n"
920 $column = "increment_$column";
921 $svc_acct->$column($amount);
925 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
927 Inserts a prepayment in the specified amount for this customer. An optional
928 second argument can specify the prepayment identifier for tracking purposes.
929 If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_prepay {
934 shift->insert_cust_pay('PREP', @_);
937 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
939 Inserts a cash payment in the specified amount for this customer. An optional
940 second argument can specify the payment identifier for tracking purposes.
941 If there is an error, returns the error, otherwise returns false.
945 sub insert_cust_pay_cash {
946 shift->insert_cust_pay('CASH', @_);
949 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
951 Inserts a Western Union payment in the specified amount for this customer. An
952 optional second argument can specify the prepayment identifier for tracking
953 purposes. If there is an error, returns the error, otherwise returns false.
957 sub insert_cust_pay_west {
958 shift->insert_cust_pay('WEST', @_);
961 sub insert_cust_pay {
962 my( $self, $payby, $amount ) = splice(@_, 0, 3);
963 my $payinfo = scalar(@_) ? shift : '';
965 my $cust_pay = new FS::cust_pay {
966 'custnum' => $self->custnum,
967 'paid' => sprintf('%.2f', $amount),
968 #'_date' => #date the prepaid card was purchased???
970 'payinfo' => $payinfo,
978 This method is deprecated. See the I<depend_jobnum> option to the insert and
979 order_pkgs methods for a better way to defer provisioning.
981 Re-schedules all exports by calling the B<reexport> method of all associated
982 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
983 otherwise returns false.
990 carp "WARNING: FS::cust_main::reexport is deprectated; ".
991 "use the depend_jobnum option to insert or order_pkgs to delay export";
993 local $SIG{HUP} = 'IGNORE';
994 local $SIG{INT} = 'IGNORE';
995 local $SIG{QUIT} = 'IGNORE';
996 local $SIG{TERM} = 'IGNORE';
997 local $SIG{TSTP} = 'IGNORE';
998 local $SIG{PIPE} = 'IGNORE';
1000 my $oldAutoCommit = $FS::UID::AutoCommit;
1001 local $FS::UID::AutoCommit = 0;
1004 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1005 my $error = $cust_pkg->reexport;
1007 $dbh->rollback if $oldAutoCommit;
1012 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1017 =item delete [ OPTION => VALUE ... ]
1019 This deletes the customer. If there is an error, returns the error, otherwise
1022 This will completely remove all traces of the customer record. This is not
1023 what you want when a customer cancels service; for that, cancel all of the
1024 customer's packages (see L</cancel>).
1026 If the customer has any uncancelled packages, you need to pass a new (valid)
1027 customer number for those packages to be transferred to, as the "new_customer"
1028 option. Cancelled packages will be deleted. Did I mention that this is NOT
1029 what you want when a customer cancels service and that you really should be
1030 looking at L<FS::cust_pkg/cancel>?
1032 You can't delete a customer with invoices (see L<FS::cust_bill>),
1033 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1034 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1035 set the "delete_financials" option to a true value.
1040 my( $self, %opt ) = @_;
1042 local $SIG{HUP} = 'IGNORE';
1043 local $SIG{INT} = 'IGNORE';
1044 local $SIG{QUIT} = 'IGNORE';
1045 local $SIG{TERM} = 'IGNORE';
1046 local $SIG{TSTP} = 'IGNORE';
1047 local $SIG{PIPE} = 'IGNORE';
1049 my $oldAutoCommit = $FS::UID::AutoCommit;
1050 local $FS::UID::AutoCommit = 0;
1053 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1054 $dbh->rollback if $oldAutoCommit;
1055 return "Can't delete a master agent customer";
1058 #use FS::access_user
1059 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1060 $dbh->rollback if $oldAutoCommit;
1061 return "Can't delete a master employee customer";
1064 tie my %financial_tables, 'Tie::IxHash',
1065 'cust_bill' => 'invoices',
1066 'cust_statement' => 'statements',
1067 'cust_credit' => 'credits',
1068 'cust_pay' => 'payments',
1069 'cust_refund' => 'refunds',
1072 foreach my $table ( keys %financial_tables ) {
1074 my @records = $self->$table();
1076 if ( @records && ! $opt{'delete_financials'} ) {
1077 $dbh->rollback if $oldAutoCommit;
1078 return "Can't delete a customer with ". $financial_tables{$table};
1081 foreach my $record ( @records ) {
1082 my $error = $record->delete;
1084 $dbh->rollback if $oldAutoCommit;
1085 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1091 my @cust_pkg = $self->ncancelled_pkgs;
1093 my $new_custnum = $opt{'new_custnum'};
1094 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1095 $dbh->rollback if $oldAutoCommit;
1096 return "Invalid new customer number: $new_custnum";
1098 foreach my $cust_pkg ( @cust_pkg ) {
1099 my %hash = $cust_pkg->hash;
1100 $hash{'custnum'} = $new_custnum;
1101 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1102 my $error = $new_cust_pkg->replace($cust_pkg,
1103 options => { $cust_pkg->options },
1106 $dbh->rollback if $oldAutoCommit;
1111 my @cancelled_cust_pkg = $self->all_pkgs;
1112 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1113 my $error = $cust_pkg->delete;
1115 $dbh->rollback if $oldAutoCommit;
1120 #cust_tax_adjustment in financials?
1121 #cust_pay_pending? ouch
1123 foreach my $table (qw(
1124 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1125 cust_location cust_main_note cust_tax_adjustment
1126 cust_pay_void cust_pay_batch queue cust_tax_exempt
1128 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1129 my $error = $record->delete;
1131 $dbh->rollback if $oldAutoCommit;
1137 my $sth = $dbh->prepare(
1138 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1140 my $errstr = $dbh->errstr;
1141 $dbh->rollback if $oldAutoCommit;
1144 $sth->execute($self->custnum) or do {
1145 my $errstr = $sth->errstr;
1146 $dbh->rollback if $oldAutoCommit;
1152 my $ticket_dbh = '';
1153 if ($conf->config('ticket_system') eq 'RT_Internal') {
1155 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1156 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1157 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1158 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1161 if ( $ticket_dbh ) {
1163 my $ticket_sth = $ticket_dbh->prepare(
1164 'DELETE FROM Links WHERE Target = ?'
1166 my $errstr = $ticket_dbh->errstr;
1167 $dbh->rollback if $oldAutoCommit;
1170 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1172 my $errstr = $ticket_sth->errstr;
1173 $dbh->rollback if $oldAutoCommit;
1177 #check and see if the customer is the only link on the ticket, and
1178 #if so, set the ticket to deleted status in RT?
1179 #maybe someday, for now this will at least fix tickets not displaying
1183 #delete the customer record
1185 my $error = $self->SUPER::delete;
1187 $dbh->rollback if $oldAutoCommit;
1191 # cust_main exports!
1193 #my $export_args = $options{'export_args'} || [];
1196 map qsearch( 'part_export', {exportnum=>$_} ),
1197 $conf->config('cust_main-exports'); #, $agentnum
1199 foreach my $part_export ( @part_export ) {
1200 my $error = $part_export->export_delete( $self ); #, @$export_args);
1202 $dbh->rollback if $oldAutoCommit;
1203 return "exporting to ". $part_export->exporttype.
1204 " (transaction rolled back): $error";
1208 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1213 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1215 This merges this customer into the provided new custnum, and then deletes the
1216 customer. If there is an error, returns the error, otherwise returns false.
1218 The source customer's name, company name, phone numbers, agent,
1219 referring customer, customer class, advertising source, order taker, and
1220 billing information (except balance) are discarded.
1222 All packages are moved to the target customer. Packages with package locations
1223 are preserved. Packages without package locations are moved to a new package
1224 location with the source customer's service/shipping address.
1226 All invoices, statements, payments, credits and refunds are moved to the target
1227 customer. The source customer's balance is added to the target customer.
1229 All notes, attachments, tickets and customer tags are moved to the target
1232 Change history is not currently moved.
1237 my( $self, $new_custnum, %opt ) = @_;
1239 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1241 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1242 or return "Invalid new customer number: $new_custnum";
1244 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1245 if $self->agentnum != $new_cust_main->agentnum
1246 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1248 local $SIG{HUP} = 'IGNORE';
1249 local $SIG{INT} = 'IGNORE';
1250 local $SIG{QUIT} = 'IGNORE';
1251 local $SIG{TERM} = 'IGNORE';
1252 local $SIG{TSTP} = 'IGNORE';
1253 local $SIG{PIPE} = 'IGNORE';
1255 my $oldAutoCommit = $FS::UID::AutoCommit;
1256 local $FS::UID::AutoCommit = 0;
1259 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1260 $dbh->rollback if $oldAutoCommit;
1261 return "Can't merge a master agent customer";
1264 #use FS::access_user
1265 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1266 $dbh->rollback if $oldAutoCommit;
1267 return "Can't merge a master employee customer";
1270 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1271 'status' => { op=>'!=', value=>'done' },
1275 $dbh->rollback if $oldAutoCommit;
1276 return "Can't merge a customer with pending payments";
1279 tie my %financial_tables, 'Tie::IxHash',
1280 'cust_bill' => 'invoices',
1281 'cust_bill_void' => 'voided invoices',
1282 'cust_statement' => 'statements',
1283 'cust_credit' => 'credits',
1284 'cust_pay' => 'payments',
1285 'cust_pay_void' => 'voided payments',
1286 'cust_refund' => 'refunds',
1289 foreach my $table ( keys %financial_tables ) {
1291 my @records = $self->$table();
1293 foreach my $record ( @records ) {
1294 $record->custnum($new_custnum);
1295 my $error = $record->replace;
1297 $dbh->rollback if $oldAutoCommit;
1298 return "Error merging ". $financial_tables{$table}. ": $error\n";
1304 my $name = $self->ship_name; #?
1306 my $locationnum = '';
1307 foreach my $cust_pkg ( $self->all_pkgs ) {
1308 $cust_pkg->custnum($new_custnum);
1310 unless ( $cust_pkg->locationnum ) {
1311 unless ( $locationnum ) {
1312 my $cust_location = new FS::cust_location {
1313 $self->location_hash,
1314 'custnum' => $new_custnum,
1316 my $error = $cust_location->insert;
1318 $dbh->rollback if $oldAutoCommit;
1321 $locationnum = $cust_location->locationnum;
1323 $cust_pkg->locationnum($locationnum);
1326 my $error = $cust_pkg->replace;
1328 $dbh->rollback if $oldAutoCommit;
1332 # add customer (ship) name to svc_phone.phone_name if blank
1333 my @cust_svc = $cust_pkg->cust_svc;
1334 foreach my $cust_svc (@cust_svc) {
1335 my($label, $value, $svcdb) = $cust_svc->label;
1336 next unless $svcdb eq 'svc_phone';
1337 my $svc_phone = $cust_svc->svc_x;
1338 next if $svc_phone->phone_name;
1339 $svc_phone->phone_name($name);
1340 my $error = $svc_phone->replace;
1342 $dbh->rollback if $oldAutoCommit;
1350 # cust_tax_exempt (texas tax exemptions)
1351 # cust_recon (some sort of not-well understood thing for OnPac)
1353 #these are moved over
1354 foreach my $table (qw(
1355 cust_tag cust_location contact cust_attachment cust_main_note
1356 cust_tax_adjustment cust_pay_batch queue
1358 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1359 $record->custnum($new_custnum);
1360 my $error = $record->replace;
1362 $dbh->rollback if $oldAutoCommit;
1368 #these aren't preserved
1369 foreach my $table (qw(
1370 cust_main_exemption cust_main_invoice
1372 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1373 my $error = $record->delete;
1375 $dbh->rollback if $oldAutoCommit;
1382 my $sth = $dbh->prepare(
1383 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1385 my $errstr = $dbh->errstr;
1386 $dbh->rollback if $oldAutoCommit;
1389 $sth->execute($new_custnum, $self->custnum) or do {
1390 my $errstr = $sth->errstr;
1391 $dbh->rollback if $oldAutoCommit;
1397 my $ticket_dbh = '';
1398 if ($conf->config('ticket_system') eq 'RT_Internal') {
1400 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1401 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1402 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1403 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1406 if ( $ticket_dbh ) {
1408 my $ticket_sth = $ticket_dbh->prepare(
1409 'UPDATE Links SET Target = ? WHERE Target = ?'
1411 my $errstr = $ticket_dbh->errstr;
1412 $dbh->rollback if $oldAutoCommit;
1415 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1416 'freeside://freeside/cust_main/'.$self->custnum)
1418 my $errstr = $ticket_sth->errstr;
1419 $dbh->rollback if $oldAutoCommit;
1425 #delete the customer record
1427 my $error = $self->delete;
1429 $dbh->rollback if $oldAutoCommit;
1433 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1438 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1440 Replaces the OLD_RECORD with this one in the database. If there is an error,
1441 returns the error, otherwise returns false.
1443 To change the customer's address, set the pseudo-fields C<bill_location> and
1444 C<ship_location>. The address will still only change if at least one of the
1445 address fields differs from the existing values.
1447 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1448 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1449 expected and rollback the entire transaction; it is not necessary to call
1450 check_invoicing_list first. Here's an example:
1452 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1454 Currently available options are: I<tax_exemption>.
1456 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1457 of tax names and exemption numbers. FS::cust_main_exemption records will be
1458 deleted and inserted as appropriate.
1465 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1467 : $self->replace_old;
1471 warn "$me replace called\n"
1474 my $curuser = $FS::CurrentUser::CurrentUser;
1475 if ( $self->payby eq 'COMP'
1476 && $self->payby ne $old->payby
1477 && ! $curuser->access_right('Complimentary customer')
1480 return "You are not permitted to create complimentary accounts.";
1483 local($ignore_expired_card) = 1
1484 if $old->payby =~ /^(CARD|DCRD)$/
1485 && $self->payby =~ /^(CARD|DCRD)$/
1486 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1488 local($ignore_banned_card) = 1
1489 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1490 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1491 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1493 return "Invoicing locale is required"
1496 && $conf->exists('cust_main-require_locale');
1498 local $SIG{HUP} = 'IGNORE';
1499 local $SIG{INT} = 'IGNORE';
1500 local $SIG{QUIT} = 'IGNORE';
1501 local $SIG{TERM} = 'IGNORE';
1502 local $SIG{TSTP} = 'IGNORE';
1503 local $SIG{PIPE} = 'IGNORE';
1505 my $oldAutoCommit = $FS::UID::AutoCommit;
1506 local $FS::UID::AutoCommit = 0;
1509 for my $l (qw(bill_location ship_location)) {
1510 my $old_loc = $old->$l;
1511 my $new_loc = $self->$l;
1513 # find the existing location if there is one
1514 $new_loc->set('custnum' => $self->custnum);
1515 my $error = $new_loc->find_or_insert;
1517 $dbh->rollback if $oldAutoCommit;
1520 $self->set($l.'num', $new_loc->locationnum);
1523 # replace the customer record
1524 my $error = $self->SUPER::replace($old);
1527 $dbh->rollback if $oldAutoCommit;
1531 # now move packages to the new service location
1532 $self->set('ship_location', ''); #flush cache
1533 if ( $old->ship_locationnum and # should only be null during upgrade...
1534 $old->ship_locationnum != $self->ship_locationnum ) {
1535 $error = $old->ship_location->move_to($self->ship_location);
1537 $dbh->rollback if $oldAutoCommit;
1541 # don't move packages based on the billing location, but
1542 # disable it if it's no longer in use
1543 if ( $old->bill_locationnum and
1544 $old->bill_locationnum != $self->bill_locationnum ) {
1545 $error = $old->bill_location->disable_if_unused;
1547 $dbh->rollback if $oldAutoCommit;
1552 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1553 my $invoicing_list = shift @param;
1554 $error = $self->check_invoicing_list( $invoicing_list );
1556 $dbh->rollback if $oldAutoCommit;
1559 $self->invoicing_list( $invoicing_list );
1562 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1564 #this could be more efficient than deleting and re-inserting, if it matters
1565 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1566 my $error = $cust_tag->delete;
1568 $dbh->rollback if $oldAutoCommit;
1572 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1573 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1574 'custnum' => $self->custnum };
1575 my $error = $cust_tag->insert;
1577 $dbh->rollback if $oldAutoCommit;
1584 my %options = @param;
1586 my $tax_exemption = delete $options{'tax_exemption'};
1587 if ( $tax_exemption ) {
1589 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1590 if ref($tax_exemption) eq 'ARRAY';
1592 my %cust_main_exemption =
1593 map { $_->taxname => $_ }
1594 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1596 foreach my $taxname ( keys %$tax_exemption ) {
1598 if ( $cust_main_exemption{$taxname} &&
1599 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1602 delete $cust_main_exemption{$taxname};
1606 my $cust_main_exemption = new FS::cust_main_exemption {
1607 'custnum' => $self->custnum,
1608 'taxname' => $taxname,
1609 'exempt_number' => $tax_exemption->{$taxname},
1611 my $error = $cust_main_exemption->insert;
1613 $dbh->rollback if $oldAutoCommit;
1614 return "inserting cust_main_exemption (transaction rolled back): $error";
1618 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1619 my $error = $cust_main_exemption->delete;
1621 $dbh->rollback if $oldAutoCommit;
1622 return "deleting cust_main_exemption (transaction rolled back): $error";
1628 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1629 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1630 && $self->get('payinfo') !~ /^99\d{14}$/
1632 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1637 # card/check/lec info has changed, want to retry realtime_ invoice events
1638 my $error = $self->retry_realtime;
1640 $dbh->rollback if $oldAutoCommit;
1645 unless ( $import || $skip_fuzzyfiles ) {
1646 $error = $self->queue_fuzzyfiles_update;
1648 $dbh->rollback if $oldAutoCommit;
1649 return "updating fuzzy search cache: $error";
1653 # tax district update in cust_location
1655 # cust_main exports!
1657 my $export_args = $options{'export_args'} || [];
1660 map qsearch( 'part_export', {exportnum=>$_} ),
1661 $conf->config('cust_main-exports'); #, $agentnum
1663 foreach my $part_export ( @part_export ) {
1664 my $error = $part_export->export_replace( $self, $old, @$export_args);
1666 $dbh->rollback if $oldAutoCommit;
1667 return "exporting to ". $part_export->exporttype.
1668 " (transaction rolled back): $error";
1672 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1677 =item queue_fuzzyfiles_update
1679 Used by insert & replace to update the fuzzy search cache
1683 use FS::cust_main::Search;
1684 sub queue_fuzzyfiles_update {
1687 local $SIG{HUP} = 'IGNORE';
1688 local $SIG{INT} = 'IGNORE';
1689 local $SIG{QUIT} = 'IGNORE';
1690 local $SIG{TERM} = 'IGNORE';
1691 local $SIG{TSTP} = 'IGNORE';
1692 local $SIG{PIPE} = 'IGNORE';
1694 my $oldAutoCommit = $FS::UID::AutoCommit;
1695 local $FS::UID::AutoCommit = 0;
1698 my @locations = $self->bill_location;
1699 push @locations, $self->ship_location if $self->has_ship_address;
1700 foreach my $location (@locations) {
1701 my $queue = new FS::queue {
1702 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1704 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1705 my $error = $queue->insert( @args );
1707 $dbh->rollback if $oldAutoCommit;
1708 return "queueing job (transaction rolled back): $error";
1712 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1719 Checks all fields to make sure this is a valid customer record. If there is
1720 an error, returns the error, otherwise returns false. Called by the insert
1721 and replace methods.
1728 warn "$me check BEFORE: \n". $self->_dump
1732 $self->ut_numbern('custnum')
1733 || $self->ut_number('agentnum')
1734 || $self->ut_textn('agent_custid')
1735 || $self->ut_number('refnum')
1736 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1737 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1738 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1739 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1740 || $self->ut_textn('custbatch')
1741 || $self->ut_name('last')
1742 || $self->ut_name('first')
1743 || $self->ut_snumbern('signupdate')
1744 || $self->ut_snumbern('birthdate')
1745 || $self->ut_snumbern('spouse_birthdate')
1746 || $self->ut_snumbern('anniversary_date')
1747 || $self->ut_textn('company')
1748 || $self->ut_anything('comments')
1749 || $self->ut_numbern('referral_custnum')
1750 || $self->ut_textn('stateid')
1751 || $self->ut_textn('stateid_state')
1752 || $self->ut_textn('invoice_terms')
1753 || $self->ut_floatn('cdr_termination_percentage')
1754 || $self->ut_floatn('credit_limit')
1755 || $self->ut_numbern('billday')
1756 || $self->ut_numbern('prorate_day')
1757 || $self->ut_flag('edit_subject')
1758 || $self->ut_flag('calling_list_exempt')
1759 || $self->ut_flag('invoice_noemail')
1760 || $self->ut_flag('message_noemail')
1761 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1764 my $company = $self->company;
1765 $company =~ s/^\s+//;
1766 $company =~ s/\s+$//;
1767 $company =~ s/\s+/ /g;
1768 $self->company($company);
1770 #barf. need message catalogs. i18n. etc.
1771 $error .= "Please select an advertising source."
1772 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1773 return $error if $error;
1775 return "Unknown agent"
1776 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1778 return "Unknown refnum"
1779 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1781 return "Unknown referring custnum: ". $self->referral_custnum
1782 unless ! $self->referral_custnum
1783 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1785 if ( $self->ss eq '' ) {
1790 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1791 or return "Illegal social security number: ". $self->ss;
1792 $self->ss("$1-$2-$3");
1795 # cust_main_county verification now handled by cust_location check
1798 $self->ut_phonen('daytime', $self->country)
1799 || $self->ut_phonen('night', $self->country)
1800 || $self->ut_phonen('fax', $self->country)
1801 || $self->ut_phonen('mobile', $self->country)
1803 return $error if $error;
1805 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1807 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1810 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1812 : FS::Msgcat::_gettext('daytime');
1813 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1815 : FS::Msgcat::_gettext('night');
1817 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1819 : FS::Msgcat::_gettext('mobile');
1821 return "$daytime_label, $night_label or $mobile_label is required"
1825 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1826 # or return "Illegal payby: ". $self->payby;
1828 FS::payby->can_payby($self->table, $self->payby)
1829 or return "Illegal payby: ". $self->payby;
1831 $error = $self->ut_numbern('paystart_month')
1832 || $self->ut_numbern('paystart_year')
1833 || $self->ut_numbern('payissue')
1834 || $self->ut_textn('paytype')
1836 return $error if $error;
1838 if ( $self->payip eq '' ) {
1841 $error = $self->ut_ip('payip');
1842 return $error if $error;
1845 # If it is encrypted and the private key is not availaible then we can't
1846 # check the credit card.
1847 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1849 # Need some kind of global flag to accept invalid cards, for testing
1851 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1853 my $payinfo = $self->payinfo;
1854 $payinfo =~ s/\D//g;
1855 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1856 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1858 $self->payinfo($payinfo);
1860 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1862 return gettext('unknown_card_type')
1863 if $self->payinfo !~ /^99\d{14}$/ #token
1864 && cardtype($self->payinfo) eq "Unknown";
1866 unless ( $ignore_banned_card ) {
1867 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1869 if ( $ban->bantype eq 'warn' ) {
1870 #or others depending on value of $ban->reason ?
1871 return '_duplicate_card'.
1872 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1873 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1874 ' (ban# '. $ban->bannum. ')'
1875 unless $self->override_ban_warn;
1877 return 'Banned credit card: banned on '.
1878 time2str('%a %h %o at %r', $ban->_date).
1879 ' by '. $ban->otaker.
1880 ' (ban# '. $ban->bannum. ')';
1885 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1886 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1887 $self->paycvv =~ /^(\d{4})$/
1888 or return "CVV2 (CID) for American Express cards is four digits.";
1891 $self->paycvv =~ /^(\d{3})$/
1892 or return "CVV2 (CVC2/CID) is three digits.";
1899 my $cardtype = cardtype($payinfo);
1900 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1902 return "Start date or issue number is required for $cardtype cards"
1903 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1905 return "Start month must be between 1 and 12"
1906 if $self->paystart_month
1907 and $self->paystart_month < 1 || $self->paystart_month > 12;
1909 return "Start year must be 1990 or later"
1910 if $self->paystart_year
1911 and $self->paystart_year < 1990;
1913 return "Issue number must be beween 1 and 99"
1915 and $self->payissue < 1 || $self->payissue > 99;
1918 $self->paystart_month('');
1919 $self->paystart_year('');
1920 $self->payissue('');
1923 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1925 my $payinfo = $self->payinfo;
1926 $payinfo =~ s/[^\d\@\.]//g;
1927 if ( $conf->config('echeck-country') eq 'CA' ) {
1928 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1929 or return 'invalid echeck account@branch.bank';
1930 $payinfo = "$1\@$2.$3";
1931 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1932 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1933 $payinfo = "$1\@$2";
1935 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1936 $payinfo = "$1\@$2";
1938 $self->payinfo($payinfo);
1941 unless ( $ignore_banned_card ) {
1942 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1944 if ( $ban->bantype eq 'warn' ) {
1945 #or others depending on value of $ban->reason ?
1946 return '_duplicate_ach' unless $self->override_ban_warn;
1948 return 'Banned ACH account: banned on '.
1949 time2str('%a %h %o at %r', $ban->_date).
1950 ' by '. $ban->otaker.
1951 ' (ban# '. $ban->bannum. ')';
1956 } elsif ( $self->payby eq 'LECB' ) {
1958 my $payinfo = $self->payinfo;
1959 $payinfo =~ s/\D//g;
1960 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1962 $self->payinfo($payinfo);
1965 } elsif ( $self->payby eq 'BILL' ) {
1967 $error = $self->ut_textn('payinfo');
1968 return "Illegal P.O. number: ". $self->payinfo if $error;
1971 } elsif ( $self->payby eq 'COMP' ) {
1973 my $curuser = $FS::CurrentUser::CurrentUser;
1974 if ( ! $self->custnum
1975 && ! $curuser->access_right('Complimentary customer')
1978 return "You are not permitted to create complimentary accounts."
1981 $error = $self->ut_textn('payinfo');
1982 return "Illegal comp account issuer: ". $self->payinfo if $error;
1985 } elsif ( $self->payby eq 'PREPAY' ) {
1987 my $payinfo = $self->payinfo;
1988 $payinfo =~ s/\W//g; #anything else would just confuse things
1989 $self->payinfo($payinfo);
1990 $error = $self->ut_alpha('payinfo');
1991 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1992 return "Unknown prepayment identifier"
1993 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1998 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1999 return "Expiration date required"
2000 # shouldn't payinfo_check do this?
2001 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2005 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2006 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2007 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2008 ( $m, $y ) = ( $2, "19$1" );
2009 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2010 ( $m, $y ) = ( $3, "20$2" );
2012 return "Illegal expiration date: ". $self->paydate;
2014 $m = sprintf('%02d',$m);
2015 $self->paydate("$y-$m-01");
2016 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2017 return gettext('expired_card')
2019 && !$ignore_expired_card
2020 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2023 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2024 ( ! $conf->exists('require_cardname')
2025 || $self->payby !~ /^(CARD|DCRD)$/ )
2027 $self->payname( $self->first. " ". $self->getfield('last') );
2029 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2030 or return gettext('illegal_name'). " payname: ". $self->payname;
2034 return "Please select an invoicing locale"
2037 && $conf->exists('cust_main-require_locale');
2039 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2040 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2044 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2046 warn "$me check AFTER: \n". $self->_dump
2049 $self->SUPER::check;
2054 Returns a list of fields which have ship_ duplicates.
2059 qw( last first company
2060 address1 address2 city county state zip country
2062 daytime night fax mobile
2066 =item has_ship_address
2068 Returns true if this customer record has a separate shipping address.
2072 sub has_ship_address {
2074 $self->bill_locationnum != $self->ship_locationnum;
2079 Returns a list of key/value pairs, with the following keys: address1,
2080 adddress2, city, county, state, zip, country, district, and geocode. The
2081 shipping address is used if present.
2087 $self->ship_location->location_hash;
2092 Returns all locations (see L<FS::cust_location>) for this customer.
2098 qsearch('cust_location', { 'custnum' => $self->custnum,
2099 'prospectnum' => '' } );
2104 Returns all contacts (see L<FS::contact>) for this customer.
2108 #already used :/ sub contact {
2111 qsearch('contact', { 'custnum' => $self->custnum } );
2116 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2117 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2118 on success or a list of errors.
2124 grep { $_->unsuspend } $self->suspended_pkgs;
2129 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2131 Returns a list: an empty list on success or a list of errors.
2137 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2140 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2142 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2143 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2144 of a list of pkgparts; the hashref has the following keys:
2148 =item pkgparts - listref of pkgparts
2150 =item (other options are passed to the suspend method)
2155 Returns a list: an empty list on success or a list of errors.
2159 sub suspend_if_pkgpart {
2161 my (@pkgparts, %opt);
2162 if (ref($_[0]) eq 'HASH'){
2163 @pkgparts = @{$_[0]{pkgparts}};
2168 grep { $_->suspend(%opt) }
2169 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2170 $self->unsuspended_pkgs;
2173 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2175 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2176 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2177 instead of a list of pkgparts; the hashref has the following keys:
2181 =item pkgparts - listref of pkgparts
2183 =item (other options are passed to the suspend method)
2187 Returns a list: an empty list on success or a list of errors.
2191 sub suspend_unless_pkgpart {
2193 my (@pkgparts, %opt);
2194 if (ref($_[0]) eq 'HASH'){
2195 @pkgparts = @{$_[0]{pkgparts}};
2200 grep { $_->suspend(%opt) }
2201 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2202 $self->unsuspended_pkgs;
2205 =item cancel [ OPTION => VALUE ... ]
2207 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2209 Available options are:
2213 =item quiet - can be set true to supress email cancellation notices.
2215 =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.
2217 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2219 =item nobill - can be set true to skip billing if it might otherwise be done.
2223 Always returns a list: an empty list on success or a list of errors.
2227 # nb that dates are not specified as valid options to this method
2230 my( $self, %opt ) = @_;
2232 warn "$me cancel called on customer ". $self->custnum. " with options ".
2233 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2236 return ( 'access denied' )
2237 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2239 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2241 #should try decryption (we might have the private key)
2242 # and if not maybe queue a job for the server that does?
2243 return ( "Can't (yet) ban encrypted credit cards" )
2244 if $self->is_encrypted($self->payinfo);
2246 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2247 my $error = $ban->insert;
2248 return ( $error ) if $error;
2252 my @pkgs = $self->ncancelled_pkgs;
2254 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2256 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2257 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2261 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2262 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2265 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2268 sub _banned_pay_hashref {
2279 'payby' => $payby2ban{$self->payby},
2280 'payinfo' => $self->payinfo,
2281 #don't ever *search* on reason! #'reason' =>
2285 sub _new_banned_pay_hashref {
2287 my $hr = $self->_banned_pay_hashref;
2288 $hr->{payinfo} = md5_base64($hr->{payinfo});
2294 Returns all notes (see L<FS::cust_main_note>) for this customer.
2299 my($self,$orderby_classnum) = (shift,shift);
2300 my $orderby = "_DATE DESC";
2301 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2302 qsearch( 'cust_main_note',
2303 { 'custnum' => $self->custnum },
2305 "ORDER BY $orderby",
2311 Returns the agent (see L<FS::agent>) for this customer.
2317 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2322 Returns the agent name (see L<FS::agent>) for this customer.
2328 $self->agent->agent;
2333 Returns any tags associated with this customer, as FS::cust_tag objects,
2334 or an empty list if there are no tags.
2340 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2345 Returns any tags associated with this customer, as FS::part_tag objects,
2346 or an empty list if there are no tags.
2352 map $_->part_tag, $self->cust_tag;
2358 Returns the customer class, as an FS::cust_class object, or the empty string
2359 if there is no customer class.
2365 if ( $self->classnum ) {
2366 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2374 Returns the customer category name, or the empty string if there is no customer
2381 my $cust_class = $self->cust_class;
2383 ? $cust_class->categoryname
2389 Returns the customer class name, or the empty string if there is no customer
2396 my $cust_class = $self->cust_class;
2398 ? $cust_class->classname
2402 =item BILLING METHODS
2404 Documentation on billing methods has been moved to
2405 L<FS::cust_main::Billing>.
2407 =item REALTIME BILLING METHODS
2409 Documentation on realtime billing methods has been moved to
2410 L<FS::cust_main::Billing_Realtime>.
2414 Removes the I<paycvv> field from the database directly.
2416 If there is an error, returns the error, otherwise returns false.
2422 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2423 or return dbh->errstr;
2424 $sth->execute($self->custnum)
2425 or return $sth->errstr;
2430 =item batch_card OPTION => VALUE...
2432 Adds a payment for this invoice to the pending credit card batch (see
2433 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2434 runs the payment using a realtime gateway.
2436 Options may include:
2438 B<amount>: the amount to be paid; defaults to the customer's balance minus
2439 any payments in transit.
2441 B<payby>: the payment method; defaults to cust_main.payby
2443 B<realtime>: runs this as a realtime payment instead of adding it to a
2446 B<invnum>: sets cust_pay_batch.invnum.
2448 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2449 the billing address for the payment; defaults to the customer's billing
2452 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2453 date, and name; defaults to those fields in cust_main.
2458 my ($self, %options) = @_;
2461 if (exists($options{amount})) {
2462 $amount = $options{amount};
2464 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2466 return '' unless $amount > 0;
2468 my $invnum = delete $options{invnum};
2469 my $payby = $options{payby} || $self->payby; #still dubious
2471 if ($options{'realtime'}) {
2472 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2478 my $oldAutoCommit = $FS::UID::AutoCommit;
2479 local $FS::UID::AutoCommit = 0;
2482 #this needs to handle mysql as well as Pg, like svc_acct.pm
2483 #(make it into a common function if folks need to do batching with mysql)
2484 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2485 or return "Cannot lock pay_batch: " . $dbh->errstr;
2489 'payby' => FS::payby->payby2payment($payby),
2491 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2493 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2495 unless ( $pay_batch ) {
2496 $pay_batch = new FS::pay_batch \%pay_batch;
2497 my $error = $pay_batch->insert;
2499 $dbh->rollback if $oldAutoCommit;
2500 die "error creating new batch: $error\n";
2504 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2505 'batchnum' => $pay_batch->batchnum,
2506 'custnum' => $self->custnum,
2509 foreach (qw( address1 address2 city state zip country latitude longitude
2510 payby payinfo paydate payname ))
2512 $options{$_} = '' unless exists($options{$_});
2515 my $loc = $self->bill_location;
2517 my $cust_pay_batch = new FS::cust_pay_batch ( {
2518 'batchnum' => $pay_batch->batchnum,
2519 'invnum' => $invnum || 0, # is there a better value?
2520 # this field should be
2522 # cust_bill_pay_batch now
2523 'custnum' => $self->custnum,
2524 'last' => $self->getfield('last'),
2525 'first' => $self->getfield('first'),
2526 'address1' => $options{address1} || $loc->address1,
2527 'address2' => $options{address2} || $loc->address2,
2528 'city' => $options{city} || $loc->city,
2529 'state' => $options{state} || $loc->state,
2530 'zip' => $options{zip} || $loc->zip,
2531 'country' => $options{country} || $loc->country,
2532 'payby' => $options{payby} || $self->payby,
2533 'payinfo' => $options{payinfo} || $self->payinfo,
2534 'exp' => $options{paydate} || $self->paydate,
2535 'payname' => $options{payname} || $self->payname,
2536 'amount' => $amount, # consolidating
2539 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2540 if $old_cust_pay_batch;
2543 if ($old_cust_pay_batch) {
2544 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2546 $error = $cust_pay_batch->insert;
2550 $dbh->rollback if $oldAutoCommit;
2554 my $unapplied = $self->total_unapplied_credits
2555 + $self->total_unapplied_payments
2556 + $self->in_transit_payments;
2557 foreach my $cust_bill ($self->open_cust_bill) {
2558 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2559 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2560 'invnum' => $cust_bill->invnum,
2561 'paybatchnum' => $cust_pay_batch->paybatchnum,
2562 'amount' => $cust_bill->owed,
2565 if ($unapplied >= $cust_bill_pay_batch->amount){
2566 $unapplied -= $cust_bill_pay_batch->amount;
2569 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2570 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2572 $error = $cust_bill_pay_batch->insert;
2574 $dbh->rollback if $oldAutoCommit;
2579 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2585 Returns the total owed for this customer on all invoices
2586 (see L<FS::cust_bill/owed>).
2592 $self->total_owed_date(2145859200); #12/31/2037
2595 =item total_owed_date TIME
2597 Returns the total owed for this customer on all invoices with date earlier than
2598 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2599 see L<Time::Local> and L<Date::Parse> for conversion functions.
2603 sub total_owed_date {
2607 my $custnum = $self->custnum;
2609 my $owed_sql = FS::cust_bill->owed_sql;
2612 SELECT SUM($owed_sql) FROM cust_bill
2613 WHERE custnum = $custnum
2617 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2621 =item total_owed_pkgnum PKGNUM
2623 Returns the total owed on all invoices for this customer's specific package
2624 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2628 sub total_owed_pkgnum {
2629 my( $self, $pkgnum ) = @_;
2630 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2633 =item total_owed_date_pkgnum TIME PKGNUM
2635 Returns the total owed for this customer's specific package when using
2636 experimental package balances on all invoices with date earlier than
2637 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2638 see L<Time::Local> and L<Date::Parse> for conversion functions.
2642 sub total_owed_date_pkgnum {
2643 my( $self, $time, $pkgnum ) = @_;
2646 foreach my $cust_bill (
2647 grep { $_->_date <= $time }
2648 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2650 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2652 sprintf( "%.2f", $total_bill );
2658 Returns the total amount of all payments.
2665 $total += $_->paid foreach $self->cust_pay;
2666 sprintf( "%.2f", $total );
2669 =item total_unapplied_credits
2671 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2672 customer. See L<FS::cust_credit/credited>.
2674 =item total_credited
2676 Old name for total_unapplied_credits. Don't use.
2680 sub total_credited {
2681 #carp "total_credited deprecated, use total_unapplied_credits";
2682 shift->total_unapplied_credits(@_);
2685 sub total_unapplied_credits {
2688 my $custnum = $self->custnum;
2690 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2693 SELECT SUM($unapplied_sql) FROM cust_credit
2694 WHERE custnum = $custnum
2697 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2701 =item total_unapplied_credits_pkgnum PKGNUM
2703 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2704 customer. See L<FS::cust_credit/credited>.
2708 sub total_unapplied_credits_pkgnum {
2709 my( $self, $pkgnum ) = @_;
2710 my $total_credit = 0;
2711 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2712 sprintf( "%.2f", $total_credit );
2716 =item total_unapplied_payments
2718 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2719 See L<FS::cust_pay/unapplied>.
2723 sub total_unapplied_payments {
2726 my $custnum = $self->custnum;
2728 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2731 SELECT SUM($unapplied_sql) FROM cust_pay
2732 WHERE custnum = $custnum
2735 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2739 =item total_unapplied_payments_pkgnum PKGNUM
2741 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2742 specific package when using experimental package balances. See
2743 L<FS::cust_pay/unapplied>.
2747 sub total_unapplied_payments_pkgnum {
2748 my( $self, $pkgnum ) = @_;
2749 my $total_unapplied = 0;
2750 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2751 sprintf( "%.2f", $total_unapplied );
2755 =item total_unapplied_refunds
2757 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2758 customer. See L<FS::cust_refund/unapplied>.
2762 sub total_unapplied_refunds {
2764 my $custnum = $self->custnum;
2766 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2769 SELECT SUM($unapplied_sql) FROM cust_refund
2770 WHERE custnum = $custnum
2773 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2779 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2780 total_unapplied_credits minus total_unapplied_payments).
2786 $self->balance_date_range;
2789 =item balance_date TIME
2791 Returns the balance for this customer, only considering invoices with date
2792 earlier than TIME (total_owed_date minus total_credited minus
2793 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2794 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2801 $self->balance_date_range(shift);
2804 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2806 Returns the balance for this customer, optionally considering invoices with
2807 date earlier than START_TIME, and not later than END_TIME
2808 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2810 Times are specified as SQL fragments or numeric
2811 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2812 L<Date::Parse> for conversion functions. The empty string can be passed
2813 to disable that time constraint completely.
2815 Available options are:
2819 =item unapplied_date
2821 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)
2827 sub balance_date_range {
2829 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2830 ') FROM cust_main WHERE custnum='. $self->custnum;
2831 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2834 =item balance_pkgnum PKGNUM
2836 Returns the balance for this customer's specific package when using
2837 experimental package balances (total_owed plus total_unrefunded, minus
2838 total_unapplied_credits minus total_unapplied_payments)
2842 sub balance_pkgnum {
2843 my( $self, $pkgnum ) = @_;
2846 $self->total_owed_pkgnum($pkgnum)
2847 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2848 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2849 - $self->total_unapplied_credits_pkgnum($pkgnum)
2850 - $self->total_unapplied_payments_pkgnum($pkgnum)
2854 =item in_transit_payments
2856 Returns the total of requests for payments for this customer pending in
2857 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2861 sub in_transit_payments {
2863 my $in_transit_payments = 0;
2864 foreach my $pay_batch ( qsearch('pay_batch', {
2867 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2868 'batchnum' => $pay_batch->batchnum,
2869 'custnum' => $self->custnum,
2871 $in_transit_payments += $cust_pay_batch->amount;
2874 sprintf( "%.2f", $in_transit_payments );
2879 Returns a hash of useful information for making a payment.
2889 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2890 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2891 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2895 For credit card transactions:
2907 For electronic check transactions:
2922 $return{balance} = $self->balance;
2924 $return{payname} = $self->payname
2925 || ( $self->first. ' '. $self->get('last') );
2927 $return{$_} = $self->bill_location->$_
2928 for qw(address1 address2 city state zip);
2930 $return{payby} = $self->payby;
2931 $return{stateid_state} = $self->stateid_state;
2933 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2934 $return{card_type} = cardtype($self->payinfo);
2935 $return{payinfo} = $self->paymask;
2937 @return{'month', 'year'} = $self->paydate_monthyear;
2941 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2942 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2943 $return{payinfo1} = $payinfo1;
2944 $return{payinfo2} = $payinfo2;
2945 $return{paytype} = $self->paytype;
2946 $return{paystate} = $self->paystate;
2950 #doubleclick protection
2952 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2958 =item paydate_monthyear
2960 Returns a two-element list consisting of the month and year of this customer's
2961 paydate (credit card expiration date for CARD customers)
2965 sub paydate_monthyear {
2967 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
2969 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
2978 Returns the exact time in seconds corresponding to the payment method
2979 expiration date. For CARD/DCRD customers this is the end of the month;
2980 for others (COMP is the only other payby that uses paydate) it's the start.
2981 Returns 0 if the paydate is empty or set to the far future.
2987 my ($month, $year) = $self->paydate_monthyear;
2988 return 0 if !$year or $year >= 2037;
2989 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
2991 if ( $month == 13 ) {
2995 return timelocal(0,0,0,1,$month-1,$year) - 1;
2998 return timelocal(0,0,0,1,$month-1,$year);
3002 =item paydate_epoch_sql
3004 Class method. Returns an SQL expression to obtain the payment expiration date
3005 as a number of seconds.
3009 # Special expiration date behavior for non-CARD/DCRD customers has been
3010 # carefully preserved. Do we really use that?
3011 sub paydate_epoch_sql {
3013 my $table = shift || 'cust_main';
3014 my ($case1, $case2);
3015 if ( driver_name eq 'Pg' ) {
3016 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3017 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3019 elsif ( lc(driver_name) eq 'mysql' ) {
3020 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3021 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3024 return "CASE WHEN $table.payby IN('CARD','DCRD')
3030 =item tax_exemption TAXNAME
3035 my( $self, $taxname ) = @_;
3037 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3038 'taxname' => $taxname,
3043 =item cust_main_exemption
3047 sub cust_main_exemption {
3049 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3052 =item invoicing_list [ ARRAYREF ]
3054 If an arguement is given, sets these email addresses as invoice recipients
3055 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3056 (except as warnings), so use check_invoicing_list first.
3058 Returns a list of email addresses (with svcnum entries expanded).
3060 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3061 check it without disturbing anything by passing nothing.
3063 This interface may change in the future.
3067 sub invoicing_list {
3068 my( $self, $arrayref ) = @_;
3071 my @cust_main_invoice;
3072 if ( $self->custnum ) {
3073 @cust_main_invoice =
3074 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3076 @cust_main_invoice = ();
3078 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3079 #warn $cust_main_invoice->destnum;
3080 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3081 #warn $cust_main_invoice->destnum;
3082 my $error = $cust_main_invoice->delete;
3083 warn $error if $error;
3086 if ( $self->custnum ) {
3087 @cust_main_invoice =
3088 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3090 @cust_main_invoice = ();
3092 my %seen = map { $_->address => 1 } @cust_main_invoice;
3093 foreach my $address ( @{$arrayref} ) {
3094 next if exists $seen{$address} && $seen{$address};
3095 $seen{$address} = 1;
3096 my $cust_main_invoice = new FS::cust_main_invoice ( {
3097 'custnum' => $self->custnum,
3100 my $error = $cust_main_invoice->insert;
3101 warn $error if $error;
3105 if ( $self->custnum ) {
3107 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3114 =item check_invoicing_list ARRAYREF
3116 Checks these arguements as valid input for the invoicing_list method. If there
3117 is an error, returns the error, otherwise returns false.
3121 sub check_invoicing_list {
3122 my( $self, $arrayref ) = @_;
3124 foreach my $address ( @$arrayref ) {
3126 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3127 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3130 my $cust_main_invoice = new FS::cust_main_invoice ( {
3131 'custnum' => $self->custnum,
3134 my $error = $self->custnum
3135 ? $cust_main_invoice->check
3136 : $cust_main_invoice->checkdest
3138 return $error if $error;
3142 return "Email address required"
3143 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3144 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3149 =item set_default_invoicing_list
3151 Sets the invoicing list to all accounts associated with this customer,
3152 overwriting any previous invoicing list.
3156 sub set_default_invoicing_list {
3158 $self->invoicing_list($self->all_emails);
3163 Returns the email addresses of all accounts provisioned for this customer.
3170 foreach my $cust_pkg ( $self->all_pkgs ) {
3171 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3173 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3174 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3176 $list{$_}=1 foreach map { $_->email } @svc_acct;
3181 =item invoicing_list_addpost
3183 Adds postal invoicing to this customer. If this customer is already configured
3184 to receive postal invoices, does nothing.
3188 sub invoicing_list_addpost {
3190 return if grep { $_ eq 'POST' } $self->invoicing_list;
3191 my @invoicing_list = $self->invoicing_list;
3192 push @invoicing_list, 'POST';
3193 $self->invoicing_list(\@invoicing_list);
3196 =item invoicing_list_emailonly
3198 Returns the list of email invoice recipients (invoicing_list without non-email
3199 destinations such as POST and FAX).
3203 sub invoicing_list_emailonly {
3205 warn "$me invoicing_list_emailonly called"
3207 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3210 =item invoicing_list_emailonly_scalar
3212 Returns the list of email invoice recipients (invoicing_list without non-email
3213 destinations such as POST and FAX) as a comma-separated scalar.
3217 sub invoicing_list_emailonly_scalar {
3219 warn "$me invoicing_list_emailonly_scalar called"
3221 join(', ', $self->invoicing_list_emailonly);
3224 =item referral_custnum_cust_main
3226 Returns the customer who referred this customer (or the empty string, if
3227 this customer was not referred).
3229 Note the difference with referral_cust_main method: This method,
3230 referral_custnum_cust_main returns the single customer (if any) who referred
3231 this customer, while referral_cust_main returns an array of customers referred
3236 sub referral_custnum_cust_main {
3238 return '' unless $self->referral_custnum;
3239 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3242 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3244 Returns an array of customers referred by this customer (referral_custnum set
3245 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3246 customers referred by customers referred by this customer and so on, inclusive.
3247 The default behavior is DEPTH 1 (no recursion).
3249 Note the difference with referral_custnum_cust_main method: This method,
3250 referral_cust_main, returns an array of customers referred BY this customer,
3251 while referral_custnum_cust_main returns the single customer (if any) who
3252 referred this customer.
3256 sub referral_cust_main {
3258 my $depth = @_ ? shift : 1;
3259 my $exclude = @_ ? shift : {};
3262 map { $exclude->{$_->custnum}++; $_; }
3263 grep { ! $exclude->{ $_->custnum } }
3264 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3268 map { $_->referral_cust_main($depth-1, $exclude) }
3275 =item referral_cust_main_ncancelled
3277 Same as referral_cust_main, except only returns customers with uncancelled
3282 sub referral_cust_main_ncancelled {
3284 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3287 =item referral_cust_pkg [ DEPTH ]
3289 Like referral_cust_main, except returns a flat list of all unsuspended (and
3290 uncancelled) packages for each customer. The number of items in this list may
3291 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3295 sub referral_cust_pkg {
3297 my $depth = @_ ? shift : 1;
3299 map { $_->unsuspended_pkgs }
3300 grep { $_->unsuspended_pkgs }
3301 $self->referral_cust_main($depth);
3304 =item referring_cust_main
3306 Returns the single cust_main record for the customer who referred this customer
3307 (referral_custnum), or false.
3311 sub referring_cust_main {
3313 return '' unless $self->referral_custnum;
3314 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3317 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3319 Applies a credit to this customer. If there is an error, returns the error,
3320 otherwise returns false.
3322 REASON can be a text string, an FS::reason object, or a scalar reference to
3323 a reasonnum. If a text string, it will be automatically inserted as a new
3324 reason, and a 'reason_type' option must be passed to indicate the
3325 FS::reason_type for the new reason.
3327 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3328 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3329 I<commission_pkgnum>.
3331 Any other options are passed to FS::cust_credit::insert.
3336 my( $self, $amount, $reason, %options ) = @_;
3338 my $cust_credit = new FS::cust_credit {
3339 'custnum' => $self->custnum,
3340 'amount' => $amount,
3343 if ( ref($reason) ) {
3345 if ( ref($reason) eq 'SCALAR' ) {
3346 $cust_credit->reasonnum( $$reason );
3348 $cust_credit->reasonnum( $reason->reasonnum );
3352 $cust_credit->set('reason', $reason)
3355 $cust_credit->$_( delete $options{$_} )
3356 foreach grep exists($options{$_}),
3357 qw( addlinfo eventnum ),
3358 map "commission_$_", qw( agentnum salesnum pkgnum );
3360 $cust_credit->insert(%options);
3364 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3366 Creates a one-time charge for this customer. If there is an error, returns
3367 the error, otherwise returns false.
3369 New-style, with a hashref of options:
3371 my $error = $cust_main->charge(
3375 'start_date' => str2time('7/4/2009'),
3376 'pkg' => 'Description',
3377 'comment' => 'Comment',
3378 'additional' => [], #extra invoice detail
3379 'classnum' => 1, #pkg_class
3381 'setuptax' => '', # or 'Y' for tax exempt
3383 'locationnum'=> 1234, # optional
3386 'taxclass' => 'Tax class',
3389 'taxproduct' => 2, #part_pkg_taxproduct
3390 'override' => {}, #XXX describe
3392 #will be filled in with the new object
3393 'cust_pkg_ref' => \$cust_pkg,
3395 #generate an invoice immediately
3397 'invoice_terms' => '', #with these terms
3403 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3409 my ( $amount, $quantity, $start_date, $classnum );
3410 my ( $pkg, $comment, $additional );
3411 my ( $setuptax, $taxclass ); #internal taxes
3412 my ( $taxproduct, $override ); #vendor (CCH) taxes
3414 my $cust_pkg_ref = '';
3415 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3417 if ( ref( $_[0] ) ) {
3418 $amount = $_[0]->{amount};
3419 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3420 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3421 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3422 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3423 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3424 : '$'. sprintf("%.2f",$amount);
3425 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3426 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3427 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3428 $additional = $_[0]->{additional} || [];
3429 $taxproduct = $_[0]->{taxproductnum};
3430 $override = { '' => $_[0]->{tax_override} };
3431 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3432 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3433 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3434 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3439 $pkg = @_ ? shift : 'One-time charge';
3440 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3442 $taxclass = @_ ? shift : '';
3446 local $SIG{HUP} = 'IGNORE';
3447 local $SIG{INT} = 'IGNORE';
3448 local $SIG{QUIT} = 'IGNORE';
3449 local $SIG{TERM} = 'IGNORE';
3450 local $SIG{TSTP} = 'IGNORE';
3451 local $SIG{PIPE} = 'IGNORE';
3453 my $oldAutoCommit = $FS::UID::AutoCommit;
3454 local $FS::UID::AutoCommit = 0;
3457 my $part_pkg = new FS::part_pkg ( {
3459 'comment' => $comment,
3463 'classnum' => ( $classnum ? $classnum : '' ),
3464 'setuptax' => $setuptax,
3465 'taxclass' => $taxclass,
3466 'taxproductnum' => $taxproduct,
3469 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3470 ( 0 .. @$additional - 1 )
3472 'additional_count' => scalar(@$additional),
3473 'setup_fee' => $amount,
3476 my $error = $part_pkg->insert( options => \%options,
3477 tax_overrides => $override,
3480 $dbh->rollback if $oldAutoCommit;
3484 my $pkgpart = $part_pkg->pkgpart;
3485 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3486 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3487 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3488 $error = $type_pkgs->insert;
3490 $dbh->rollback if $oldAutoCommit;
3495 my $cust_pkg = new FS::cust_pkg ( {
3496 'custnum' => $self->custnum,
3497 'pkgpart' => $pkgpart,
3498 'quantity' => $quantity,
3499 'start_date' => $start_date,
3500 'no_auto' => $no_auto,
3501 'locationnum'=> $locationnum,
3504 $error = $cust_pkg->insert;
3506 $dbh->rollback if $oldAutoCommit;
3508 } elsif ( $cust_pkg_ref ) {
3509 ${$cust_pkg_ref} = $cust_pkg;
3513 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3514 'pkg_list' => [ $cust_pkg ],
3517 $dbh->rollback if $oldAutoCommit;
3522 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3527 #=item charge_postal_fee
3529 #Applies a one time charge this customer. If there is an error,
3530 #returns the error, returns the cust_pkg charge object or false
3531 #if there was no charge.
3535 # This should be a customer event. For that to work requires that bill
3536 # also be a customer event.
3538 sub charge_postal_fee {
3541 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3542 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3544 my $cust_pkg = new FS::cust_pkg ( {
3545 'custnum' => $self->custnum,
3546 'pkgpart' => $pkgpart,
3550 my $error = $cust_pkg->insert;
3551 $error ? $error : $cust_pkg;
3554 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3556 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3558 Optionally, a list or hashref of additional arguments to the qsearch call can
3565 my $opt = ref($_[0]) ? shift : { @_ };
3567 #return $self->num_cust_bill unless wantarray || keys %$opt;
3569 $opt->{'table'} = 'cust_bill';
3570 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3571 $opt->{'hashref'}{'custnum'} = $self->custnum;
3572 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3574 map { $_ } #behavior of sort undefined in scalar context
3575 sort { $a->_date <=> $b->_date }
3579 =item open_cust_bill
3581 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3586 sub open_cust_bill {
3590 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3596 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3598 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3602 sub legacy_cust_bill {
3605 #return $self->num_legacy_cust_bill unless wantarray;
3607 map { $_ } #behavior of sort undefined in scalar context
3608 sort { $a->_date <=> $b->_date }
3609 qsearch({ 'table' => 'legacy_cust_bill',
3610 'hashref' => { 'custnum' => $self->custnum, },
3611 'order_by' => 'ORDER BY _date ASC',
3615 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3617 Returns all the statements (see L<FS::cust_statement>) for this customer.
3619 Optionally, a list or hashref of additional arguments to the qsearch call can
3624 =item cust_bill_void
3626 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3630 sub cust_bill_void {
3633 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3634 sort { $a->_date <=> $b->_date }
3635 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3638 sub cust_statement {
3640 my $opt = ref($_[0]) ? shift : { @_ };
3642 #return $self->num_cust_statement unless wantarray || keys %$opt;
3644 $opt->{'table'} = 'cust_statement';
3645 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3646 $opt->{'hashref'}{'custnum'} = $self->custnum;
3647 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3649 map { $_ } #behavior of sort undefined in scalar context
3650 sort { $a->_date <=> $b->_date }
3654 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3656 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3658 Optionally, a list or hashref of additional arguments to the qsearch call can
3659 be passed following the SVCDB.
3666 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3667 warn "$me svc_x requires a svcdb";
3670 my $opt = ref($_[0]) ? shift : { @_ };
3672 $opt->{'table'} = $svcdb;
3673 $opt->{'addl_from'} =
3674 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3675 ($opt->{'addl_from'} || '');
3677 my $custnum = $self->custnum;
3678 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3679 my $where = "cust_pkg.custnum = $custnum";
3681 my $extra_sql = $opt->{'extra_sql'} || '';
3682 if ( keys %{ $opt->{'hashref'} } ) {
3683 $extra_sql = " AND $where $extra_sql";
3686 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3687 $extra_sql = "WHERE $where AND $1";
3690 $extra_sql = "WHERE $where $extra_sql";
3693 $opt->{'extra_sql'} = $extra_sql;
3698 # required for use as an eventtable;
3701 $self->svc_x('svc_acct', @_);
3706 Returns all the credits (see L<FS::cust_credit>) for this customer.
3712 map { $_ } #return $self->num_cust_credit unless wantarray;
3713 sort { $a->_date <=> $b->_date }
3714 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3717 =item cust_credit_pkgnum
3719 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3720 package when using experimental package balances.
3724 sub cust_credit_pkgnum {
3725 my( $self, $pkgnum ) = @_;
3726 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3727 sort { $a->_date <=> $b->_date }
3728 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3729 'pkgnum' => $pkgnum,
3736 Returns all the payments (see L<FS::cust_pay>) for this customer.
3742 return $self->num_cust_pay unless wantarray;
3743 sort { $a->_date <=> $b->_date }
3744 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3749 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3750 called automatically when the cust_pay method is used in a scalar context.
3756 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3757 my $sth = dbh->prepare($sql) or die dbh->errstr;
3758 $sth->execute($self->custnum) or die $sth->errstr;
3759 $sth->fetchrow_arrayref->[0];
3762 =item cust_pay_pkgnum
3764 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3765 package when using experimental package balances.
3769 sub cust_pay_pkgnum {
3770 my( $self, $pkgnum ) = @_;
3771 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3772 sort { $a->_date <=> $b->_date }
3773 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3774 'pkgnum' => $pkgnum,
3781 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3787 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3788 sort { $a->_date <=> $b->_date }
3789 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3792 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3794 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3796 Optionally, a list or hashref of additional arguments to the qsearch call can
3801 sub cust_pay_batch {
3803 my $opt = ref($_[0]) ? shift : { @_ };
3805 #return $self->num_cust_statement unless wantarray || keys %$opt;
3807 $opt->{'table'} = 'cust_pay_batch';
3808 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3809 $opt->{'hashref'}{'custnum'} = $self->custnum;
3810 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3812 map { $_ } #behavior of sort undefined in scalar context
3813 sort { $a->paybatchnum <=> $b->paybatchnum }
3817 =item cust_pay_pending
3819 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3820 (without status "done").
3824 sub cust_pay_pending {
3826 return $self->num_cust_pay_pending unless wantarray;
3827 sort { $a->_date <=> $b->_date }
3828 qsearch( 'cust_pay_pending', {
3829 'custnum' => $self->custnum,
3830 'status' => { op=>'!=', value=>'done' },
3835 =item cust_pay_pending_attempt
3837 Returns all payment attempts / declined payments for this customer, as pending
3838 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3839 a corresponding payment (see L<FS::cust_pay>).
3843 sub cust_pay_pending_attempt {
3845 return $self->num_cust_pay_pending_attempt unless wantarray;
3846 sort { $a->_date <=> $b->_date }
3847 qsearch( 'cust_pay_pending', {
3848 'custnum' => $self->custnum,
3855 =item num_cust_pay_pending
3857 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3858 customer (without status "done"). Also called automatically when the
3859 cust_pay_pending method is used in a scalar context.
3863 sub num_cust_pay_pending {
3866 " SELECT COUNT(*) FROM cust_pay_pending ".
3867 " WHERE custnum = ? AND status != 'done' ",
3872 =item num_cust_pay_pending_attempt
3874 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3875 customer, with status "done" but without a corresp. Also called automatically when the
3876 cust_pay_pending method is used in a scalar context.
3880 sub num_cust_pay_pending_attempt {
3883 " SELECT COUNT(*) FROM cust_pay_pending ".
3884 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3891 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3897 map { $_ } #return $self->num_cust_refund unless wantarray;
3898 sort { $a->_date <=> $b->_date }
3899 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3902 =item display_custnum
3904 Returns the displayed customer number for this customer: agent_custid if
3905 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3909 sub display_custnum {
3912 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3913 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3914 if ( $special eq 'CoStAg' ) {
3915 $prefix = uc( join('',
3917 ($self->state =~ /^(..)/),
3918 $prefix || ($self->agent->agent =~ /^(..)/)
3921 elsif ( $special eq 'CoStCl' ) {
3922 $prefix = uc( join('',
3924 ($self->state =~ /^(..)/),
3925 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3928 # add any others here if needed
3931 my $length = $conf->config('cust_main-custnum-display_length');
3932 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3933 return $self->agent_custid;
3934 } elsif ( $prefix ) {
3935 $length = 8 if !defined($length);
3937 sprintf('%0'.$length.'d', $self->custnum)
3938 } elsif ( $length ) {
3939 return sprintf('%0'.$length.'d', $self->custnum);
3941 return $self->custnum;
3947 Returns a name string for this customer, either "Company (Last, First)" or
3954 my $name = $self->contact;
3955 $name = $self->company. " ($name)" if $self->company;
3959 =item service_contact
3961 Returns the L<FS::contact> object for this customer that has the 'Service'
3962 contact class, or undef if there is no such contact. Deprecated; don't use
3967 sub service_contact {
3969 if ( !exists($self->{service_contact}) ) {
3970 my $classnum = $self->scalar_sql(
3971 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3972 ) || 0; #if it's zero, qsearchs will return nothing
3973 $self->{service_contact} = qsearchs('contact', {
3974 'classnum' => $classnum, 'custnum' => $self->custnum
3977 $self->{service_contact};
3982 Returns a name string for this (service/shipping) contact, either
3983 "Company (Last, First)" or "Last, First".
3990 my $name = $self->ship_contact;
3991 $name = $self->company. " ($name)" if $self->company;
3997 Returns a name string for this customer, either "Company" or "First Last".
4003 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4006 =item ship_name_short
4008 Returns a name string for this (service/shipping) contact, either "Company"
4013 sub ship_name_short {
4015 $self->service_contact
4016 ? $self->ship_contact_firstlast
4022 Returns this customer's full (billing) contact name only, "Last, First"
4028 $self->get('last'). ', '. $self->first;
4033 Returns this customer's full (shipping) contact name only, "Last, First"
4039 my $contact = $self->service_contact || $self;
4040 $contact->get('last') . ', ' . $contact->get('first');
4043 =item contact_firstlast
4045 Returns this customers full (billing) contact name only, "First Last".
4049 sub contact_firstlast {
4051 $self->first. ' '. $self->get('last');
4054 =item ship_contact_firstlast
4056 Returns this customer's full (shipping) contact name only, "First Last".
4060 sub ship_contact_firstlast {
4062 my $contact = $self->service_contact || $self;
4063 $contact->get('first') . ' '. $contact->get('last');
4066 #XXX this doesn't work in 3.x+
4069 #Returns this customer's full country name
4075 # code2country($self->country);
4078 =item county_state_county [ PREFIX ]
4080 Returns a string consisting of just the county, state and country.
4084 sub county_state_country {
4087 if ( @_ && $_[0] && $self->has_ship_address ) {
4088 $locationnum = $self->ship_locationnum;
4090 $locationnum = $self->bill_locationnum;
4092 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4093 $cust_location->county_state_country;
4096 =item geocode DATA_VENDOR
4098 Returns a value for the customer location as encoded by DATA_VENDOR.
4099 Currently this only makes sense for "CCH" as DATA_VENDOR.
4107 Returns a status string for this customer, currently:
4111 =item prospect - No packages have ever been ordered
4113 =item ordered - Recurring packages all are new (not yet billed).
4115 =item active - One or more recurring packages is active
4117 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4119 =item suspended - All non-cancelled recurring packages are suspended
4121 =item cancelled - All recurring packages are cancelled
4125 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4126 cust_main-status_module configuration option.
4130 sub status { shift->cust_status(@_); }
4134 for my $status ( FS::cust_main->statuses() ) {
4135 my $method = $status.'_sql';
4136 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4137 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4138 $sth->execute( ($self->custnum) x $numnum )
4139 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4140 return $status if $sth->fetchrow_arrayref->[0];
4144 =item ucfirst_cust_status
4146 =item ucfirst_status
4148 Returns the status with the first character capitalized.
4152 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4154 sub ucfirst_cust_status {
4156 ucfirst($self->cust_status);
4161 Returns a hex triplet color string for this customer's status.
4165 sub statuscolor { shift->cust_statuscolor(@_); }
4167 sub cust_statuscolor {
4169 __PACKAGE__->statuscolors->{$self->cust_status};
4174 Returns an array of hashes representing the customer's RT tickets.
4181 my $num = $conf->config('cust_main-max_tickets') || 10;
4184 if ( $conf->config('ticket_system') ) {
4185 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4187 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4191 foreach my $priority (
4192 $conf->config('ticket_system-custom_priority_field-values'), ''
4194 last if scalar(@tickets) >= $num;
4196 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4197 $num - scalar(@tickets),
4207 # Return services representing svc_accts in customer support packages
4208 sub support_services {
4210 my %packages = map { $_ => 1 } $conf->config('support_packages');
4212 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4213 grep { $_->part_svc->svcdb eq 'svc_acct' }
4214 map { $_->cust_svc }
4215 grep { exists $packages{ $_->pkgpart } }
4216 $self->ncancelled_pkgs;
4220 # Return a list of latitude/longitude for one of the services (if any)
4221 sub service_coordinates {
4225 grep { $_->latitude && $_->longitude }
4227 map { $_->cust_svc }
4228 $self->ncancelled_pkgs;
4230 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4235 Returns a masked version of the named field
4240 my ($self,$field) = @_;
4244 'x'x(length($self->getfield($field))-4).
4245 substr($self->getfield($field), (length($self->getfield($field))-4));
4251 =head1 CLASS METHODS
4257 Class method that returns the list of possible status strings for customers
4258 (see L<the status method|/status>). For example:
4260 @statuses = FS::cust_main->statuses();
4266 keys %{ $self->statuscolors };
4269 =item cust_status_sql
4271 Returns an SQL fragment to determine the status of a cust_main record, as a
4276 sub cust_status_sql {
4278 for my $status ( FS::cust_main->statuses() ) {
4279 my $method = $status.'_sql';
4280 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4289 Returns an SQL expression identifying prospective cust_main records (customers
4290 with no packages ever ordered)
4294 use vars qw($select_count_pkgs);
4295 $select_count_pkgs =
4296 "SELECT COUNT(*) FROM cust_pkg
4297 WHERE cust_pkg.custnum = cust_main.custnum";
4299 sub select_count_pkgs_sql {
4304 " 0 = ( $select_count_pkgs ) ";
4309 Returns an SQL expression identifying ordered cust_main records (customers with
4310 no active packages, but recurring packages not yet setup or one time charges
4316 FS::cust_main->none_active_sql.
4317 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4322 Returns an SQL expression identifying active cust_main records (customers with
4323 active recurring packages).
4328 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4331 =item none_active_sql
4333 Returns an SQL expression identifying cust_main records with no active
4334 recurring packages. This includes customers of status prospect, ordered,
4335 inactive, and suspended.
4339 sub none_active_sql {
4340 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4345 Returns an SQL expression identifying inactive cust_main records (customers with
4346 no active recurring packages, but otherwise unsuspended/uncancelled).
4351 FS::cust_main->none_active_sql.
4352 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4358 Returns an SQL expression identifying suspended cust_main records.
4363 sub suspended_sql { susp_sql(@_); }
4365 FS::cust_main->none_active_sql.
4366 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4372 Returns an SQL expression identifying cancelled cust_main records.
4376 sub cancel_sql { shift->cancelled_sql(@_); }
4379 =item uncancelled_sql
4381 Returns an SQL expression identifying un-cancelled cust_main records.
4385 sub uncancelled_sql { uncancel_sql(@_); }
4386 sub uncancel_sql { "
4387 ( 0 < ( $select_count_pkgs
4388 AND ( cust_pkg.cancel IS NULL
4389 OR cust_pkg.cancel = 0
4392 OR 0 = ( $select_count_pkgs )
4398 Returns an SQL fragment to retreive the balance.
4403 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4404 WHERE cust_bill.custnum = cust_main.custnum )
4405 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4406 WHERE cust_pay.custnum = cust_main.custnum )
4407 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4408 WHERE cust_credit.custnum = cust_main.custnum )
4409 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4410 WHERE cust_refund.custnum = cust_main.custnum )
4413 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4415 Returns an SQL fragment to retreive the balance for this customer, optionally
4416 considering invoices with date earlier than START_TIME, and not
4417 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4418 total_unapplied_payments).
4420 Times are specified as SQL fragments or numeric
4421 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4422 L<Date::Parse> for conversion functions. The empty string can be passed
4423 to disable that time constraint completely.
4425 Available options are:
4429 =item unapplied_date
4431 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)
4436 set to true to remove all customer comparison clauses, for totals
4441 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4446 JOIN clause (typically used with the total option)
4450 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4451 time will be ignored. Note that START_TIME and END_TIME only limit the date
4452 range for invoices and I<unapplied> payments, credits, and refunds.
4458 sub balance_date_sql {
4459 my( $class, $start, $end, %opt ) = @_;
4461 my $cutoff = $opt{'cutoff'};
4463 my $owed = FS::cust_bill->owed_sql($cutoff);
4464 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4465 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4466 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4468 my $j = $opt{'join'} || '';
4470 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4471 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4472 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4473 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4475 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4476 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4477 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4478 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4483 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4485 Returns an SQL fragment to retreive the total unapplied payments for this
4486 customer, only considering payments with date earlier than START_TIME, and
4487 optionally not later than END_TIME.
4489 Times are specified as SQL fragments or numeric
4490 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4491 L<Date::Parse> for conversion functions. The empty string can be passed
4492 to disable that time constraint completely.
4494 Available options are:
4498 sub unapplied_payments_date_sql {
4499 my( $class, $start, $end, %opt ) = @_;
4501 my $cutoff = $opt{'cutoff'};
4503 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4505 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4506 'unapplied_date'=>1 );
4508 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4511 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4513 Helper method for balance_date_sql; name (and usage) subject to change
4514 (suggestions welcome).
4516 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4517 cust_refund, cust_credit or cust_pay).
4519 If TABLE is "cust_bill" or the unapplied_date option is true, only
4520 considers records with date earlier than START_TIME, and optionally not
4521 later than END_TIME .
4525 sub _money_table_where {
4526 my( $class, $table, $start, $end, %opt ) = @_;
4529 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4530 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4531 push @where, "$table._date <= $start" if defined($start) && length($start);
4532 push @where, "$table._date > $end" if defined($end) && length($end);
4534 push @where, @{$opt{'where'}} if $opt{'where'};
4535 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4541 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4542 use FS::cust_main::Search;
4545 FS::cust_main::Search->search(@_);
4560 #warn join('-',keys %$param);
4561 my $fh = $param->{filehandle};
4562 my $agentnum = $param->{agentnum};
4563 my $format = $param->{format};
4565 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4568 if ( $format eq 'simple' ) {
4569 @fields = qw( custnum agent_custid amount pkg );
4571 die "unknown format $format";
4574 eval "use Text::CSV_XS;";
4577 my $csv = new Text::CSV_XS;
4584 local $SIG{HUP} = 'IGNORE';
4585 local $SIG{INT} = 'IGNORE';
4586 local $SIG{QUIT} = 'IGNORE';
4587 local $SIG{TERM} = 'IGNORE';
4588 local $SIG{TSTP} = 'IGNORE';
4589 local $SIG{PIPE} = 'IGNORE';
4591 my $oldAutoCommit = $FS::UID::AutoCommit;
4592 local $FS::UID::AutoCommit = 0;
4595 #while ( $columns = $csv->getline($fh) ) {
4597 while ( defined($line=<$fh>) ) {
4599 $csv->parse($line) or do {
4600 $dbh->rollback if $oldAutoCommit;
4601 return "can't parse: ". $csv->error_input();
4604 my @columns = $csv->fields();
4605 #warn join('-',@columns);
4608 foreach my $field ( @fields ) {
4609 $row{$field} = shift @columns;
4612 if ( $row{custnum} && $row{agent_custid} ) {
4613 dbh->rollback if $oldAutoCommit;
4614 return "can't specify custnum with agent_custid $row{agent_custid}";
4618 if ( $row{agent_custid} && $agentnum ) {
4619 %hash = ( 'agent_custid' => $row{agent_custid},
4620 'agentnum' => $agentnum,
4624 if ( $row{custnum} ) {
4625 %hash = ( 'custnum' => $row{custnum} );
4628 unless ( scalar(keys %hash) ) {
4629 $dbh->rollback if $oldAutoCommit;
4630 return "can't find customer without custnum or agent_custid and agentnum";
4633 my $cust_main = qsearchs('cust_main', { %hash } );
4634 unless ( $cust_main ) {
4635 $dbh->rollback if $oldAutoCommit;
4636 my $custnum = $row{custnum} || $row{agent_custid};
4637 return "unknown custnum $custnum";
4640 if ( $row{'amount'} > 0 ) {
4641 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4643 $dbh->rollback if $oldAutoCommit;
4647 } elsif ( $row{'amount'} < 0 ) {
4648 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4651 $dbh->rollback if $oldAutoCommit;
4661 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4663 return "Empty file!" unless $imported;
4669 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4671 Deprecated. Use event notification and message templates
4672 (L<FS::msg_template>) instead.
4674 Sends a templated email notification to the customer (see L<Text::Template>).
4676 OPTIONS is a hash and may include
4678 I<from> - the email sender (default is invoice_from)
4680 I<to> - comma-separated scalar or arrayref of recipients
4681 (default is invoicing_list)
4683 I<subject> - The subject line of the sent email notification
4684 (default is "Notice from company_name")
4686 I<extra_fields> - a hashref of name/value pairs which will be substituted
4689 The following variables are vavailable in the template.
4691 I<$first> - the customer first name
4692 I<$last> - the customer last name
4693 I<$company> - the customer company
4694 I<$payby> - a description of the method of payment for the customer
4695 # would be nice to use FS::payby::shortname
4696 I<$payinfo> - the account information used to collect for this customer
4697 I<$expdate> - the expiration of the customer payment in seconds from epoch
4702 my ($self, $template, %options) = @_;
4704 return unless $conf->exists($template);
4706 my $from = $conf->config('invoice_from', $self->agentnum)
4707 if $conf->exists('invoice_from', $self->agentnum);
4708 $from = $options{from} if exists($options{from});
4710 my $to = join(',', $self->invoicing_list_emailonly);
4711 $to = $options{to} if exists($options{to});
4713 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4714 if $conf->exists('company_name', $self->agentnum);
4715 $subject = $options{subject} if exists($options{subject});
4717 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4718 SOURCE => [ map "$_\n",
4719 $conf->config($template)]
4721 or die "can't create new Text::Template object: Text::Template::ERROR";
4722 $notify_template->compile()
4723 or die "can't compile template: Text::Template::ERROR";
4725 $FS::notify_template::_template::company_name =
4726 $conf->config('company_name', $self->agentnum);
4727 $FS::notify_template::_template::company_address =
4728 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4730 my $paydate = $self->paydate || '2037-12-31';
4731 $FS::notify_template::_template::first = $self->first;
4732 $FS::notify_template::_template::last = $self->last;
4733 $FS::notify_template::_template::company = $self->company;
4734 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4735 my $payby = $self->payby;
4736 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4737 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4739 #credit cards expire at the end of the month/year of their exp date
4740 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4741 $FS::notify_template::_template::payby = 'credit card';
4742 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4743 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4745 }elsif ($payby eq 'COMP') {
4746 $FS::notify_template::_template::payby = 'complimentary account';
4748 $FS::notify_template::_template::payby = 'current method';
4750 $FS::notify_template::_template::expdate = $expire_time;
4752 for (keys %{$options{extra_fields}}){
4754 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4757 send_email(from => $from,
4759 subject => $subject,
4760 body => $notify_template->fill_in( PACKAGE =>
4761 'FS::notify_template::_template' ),
4766 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4768 Generates a templated notification to the customer (see L<Text::Template>).
4770 OPTIONS is a hash and may include
4772 I<extra_fields> - a hashref of name/value pairs which will be substituted
4773 into the template. These values may override values mentioned below
4774 and those from the customer record.
4776 The following variables are available in the template instead of or in addition
4777 to the fields of the customer record.
4779 I<$payby> - a description of the method of payment for the customer
4780 # would be nice to use FS::payby::shortname
4781 I<$payinfo> - the masked account information used to collect for this customer
4782 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4783 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4787 # a lot like cust_bill::print_latex
4788 sub generate_letter {
4789 my ($self, $template, %options) = @_;
4791 return unless $conf->exists($template);
4793 my $letter_template = new Text::Template
4795 SOURCE => [ map "$_\n", $conf->config($template)],
4796 DELIMITERS => [ '[@--', '--@]' ],
4798 or die "can't create new Text::Template object: Text::Template::ERROR";
4800 $letter_template->compile()
4801 or die "can't compile template: Text::Template::ERROR";
4803 my %letter_data = map { $_ => $self->$_ } $self->fields;
4804 $letter_data{payinfo} = $self->mask_payinfo;
4806 #my $paydate = $self->paydate || '2037-12-31';
4807 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4809 my $payby = $self->payby;
4810 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4811 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4813 #credit cards expire at the end of the month/year of their exp date
4814 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4815 $letter_data{payby} = 'credit card';
4816 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4817 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4819 }elsif ($payby eq 'COMP') {
4820 $letter_data{payby} = 'complimentary account';
4822 $letter_data{payby} = 'current method';
4824 $letter_data{expdate} = $expire_time;
4826 for (keys %{$options{extra_fields}}){
4827 $letter_data{$_} = $options{extra_fields}->{$_};
4830 unless(exists($letter_data{returnaddress})){
4831 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4832 $self->agent_template)
4834 if ( length($retadd) ) {
4835 $letter_data{returnaddress} = $retadd;
4836 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4837 $letter_data{returnaddress} =
4838 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4842 ( $conf->config('company_name', $self->agentnum),
4843 $conf->config('company_address', $self->agentnum),
4847 $letter_data{returnaddress} = '~';
4851 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4853 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4855 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4857 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4861 ) or die "can't open temp file: $!\n";
4862 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4863 or die "can't write temp file: $!\n";
4865 $letter_data{'logo_file'} = $lh->filename;
4867 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4871 ) or die "can't open temp file: $!\n";
4873 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4875 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4876 return ($1, $letter_data{'logo_file'});
4880 =item print_ps TEMPLATE
4882 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4888 my($file, $lfile) = $self->generate_letter(@_);
4889 my $ps = FS::Misc::generate_ps($file);
4890 unlink($file.'.tex');
4896 =item print TEMPLATE
4898 Prints the filled in template.
4900 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4904 sub queueable_print {
4907 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4908 or die "invalid customer number: " . $opt{custvnum};
4910 my $error = $self->print( $opt{template} );
4911 die $error if $error;
4915 my ($self, $template) = (shift, shift);
4917 [ $self->print_ps($template) ],
4918 'agentnum' => $self->agentnum,
4922 #these three subs should just go away once agent stuff is all config overrides
4924 sub agent_template {
4926 $self->_agent_plandata('agent_templatename');
4929 sub agent_invoice_from {
4931 $self->_agent_plandata('agent_invoice_from');
4934 sub _agent_plandata {
4935 my( $self, $option ) = @_;
4937 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4938 #agent-specific Conf
4940 use FS::part_event::Condition;
4942 my $agentnum = $self->agentnum;
4944 my $regexp = regexp_sql();
4946 my $part_event_option =
4948 'select' => 'part_event_option.*',
4949 'table' => 'part_event_option',
4951 LEFT JOIN part_event USING ( eventpart )
4952 LEFT JOIN part_event_option AS peo_agentnum
4953 ON ( part_event.eventpart = peo_agentnum.eventpart
4954 AND peo_agentnum.optionname = 'agentnum'
4955 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4957 LEFT JOIN part_event_condition
4958 ON ( part_event.eventpart = part_event_condition.eventpart
4959 AND part_event_condition.conditionname = 'cust_bill_age'
4961 LEFT JOIN part_event_condition_option
4962 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4963 AND part_event_condition_option.optionname = 'age'
4966 #'hashref' => { 'optionname' => $option },
4967 #'hashref' => { 'part_event_option.optionname' => $option },
4969 " WHERE part_event_option.optionname = ". dbh->quote($option).
4970 " AND action = 'cust_bill_send_agent' ".
4971 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4972 " AND peo_agentnum.optionname = 'agentnum' ".
4973 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4975 CASE WHEN part_event_condition_option.optionname IS NULL
4977 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4979 , part_event.weight".
4983 unless ( $part_event_option ) {
4984 return $self->agent->invoice_template || ''
4985 if $option eq 'agent_templatename';
4989 $part_event_option->optionvalue;
4993 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
4995 Subroutine (not a method), designed to be called from the queue.
4997 Takes a list of options and values.
4999 Pulls up the customer record via the custnum option and calls bill_and_collect.
5004 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5006 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5007 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5009 $cust_main->bill_and_collect( %args );
5012 sub process_bill_and_collect {
5014 my $param = thaw(decode_base64(shift));
5015 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5016 or die "custnum '$param->{custnum}' not found!\n";
5017 $param->{'job'} = $job;
5018 $param->{'fatal'} = 1; # runs from job queue, will be caught
5019 $param->{'retry'} = 1;
5021 $cust_main->bill_and_collect( %$param );
5024 #starting to take quite a while for big dbs
5025 # (JRNL: journaled so it only happens once per database)
5026 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5027 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5028 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5029 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5030 # JRNL leading/trailing spaces in first, last, company
5031 # - otaker upgrade? journal and call it good? (double check to make sure
5032 # we're not still setting otaker here)
5034 #only going to get worse with new location stuff...
5036 sub _upgrade_data { #class method
5037 my ($class, %opts) = @_;
5040 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5043 #this seems to be the only expensive one.. why does it take so long?
5044 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5046 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5047 FS::upgrade_journal->set_done('cust_main__signupdate');
5050 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5052 # fix yyyy-m-dd formatted paydates
5053 if ( driver_name =~ /^mysql/i ) {
5055 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5056 } else { # the SQL standard
5058 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5060 FS::upgrade_journal->set_done('cust_main__paydate');
5063 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5065 push @statements, #fix the weird BILL with a cc# in payinfo problem
5067 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5069 FS::upgrade_journal->set_done('cust_main__payinfo');
5074 foreach my $sql ( @statements ) {
5075 my $sth = dbh->prepare($sql) or die dbh->errstr;
5076 $sth->execute or die $sth->errstr;
5077 #warn ( (time - $t). " seconds\n" );
5081 local($ignore_expired_card) = 1;
5082 local($ignore_banned_card) = 1;
5083 local($skip_fuzzyfiles) = 1;
5084 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5086 FS::cust_main::Location->_upgrade_data(%opts);
5088 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5090 foreach my $cust_main ( qsearch({
5091 'table' => 'cust_main',
5093 'extra_sql' => 'WHERE '.
5095 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5096 qw( first last company )
5099 my $error = $cust_main->replace;
5100 die $error if $error;
5103 FS::upgrade_journal->set_done('cust_main__trimspaces');
5107 $class->_upgrade_otaker(%opts);
5117 The delete method should possibly take an FS::cust_main object reference
5118 instead of a scalar customer number.
5120 Bill and collect options should probably be passed as references instead of a
5123 There should probably be a configuration file with a list of allowed credit
5126 No multiple currency support (probably a larger project than just this module).
5128 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5130 Birthdates rely on negative epoch values.
5132 The payby for card/check batches is broken. With mixed batching, bad
5135 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5139 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5140 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5141 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.