2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Discount
8 FS::cust_main::Billing_ThirdParty
9 FS::cust_main::Location
10 FS::cust_main::Credit_Limit
12 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
20 use vars qw( $DEBUG $me $conf
23 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
29 use Scalar::Util qw( blessed );
30 use Time::Local qw(timelocal);
31 use Storable qw(thaw);
35 use Digest::MD5 qw(md5_base64);
38 use File::Temp; #qw( tempfile );
39 use Business::CreditCard 0.28;
41 use FS::UID qw( dbh driver_name );
42 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
44 use FS::Misc qw( generate_email send_email generate_ps do_print );
45 use FS::Msgcat qw(gettext);
52 use FS::cust_bill_void;
53 use FS::legacy_cust_bill;
55 use FS::cust_pay_pending;
56 use FS::cust_pay_void;
57 use FS::cust_pay_batch;
60 use FS::part_referral;
61 use FS::cust_main_county;
62 use FS::cust_location;
64 use FS::cust_main_exemption;
65 use FS::cust_tax_adjustment;
66 use FS::cust_tax_location;
67 use FS::agent_currency;
68 use FS::cust_main_invoice;
70 use FS::prepay_credit;
76 use FS::payment_gateway;
77 use FS::agent_payment_gateway;
79 use FS::cust_main_note;
80 use FS::cust_attachment;
83 use FS::upgrade_journal;
87 # 1 is mostly method/subroutine entry and options
88 # 2 traces progress of some operations
89 # 3 is even more information including possibly sensitive data
91 $me = '[FS::cust_main]';
94 $ignore_expired_card = 0;
95 $ignore_banned_card = 0;
96 $ignore_invalid_card = 0;
100 @encrypted_fields = ('payinfo', 'paycvv');
101 sub nohistory_fields { ('payinfo', 'paycvv'); }
103 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
105 #ask FS::UID to run this stuff for us later
106 #$FS::UID::callback{'FS::cust_main'} = sub {
107 install_callback FS::UID sub {
108 $conf = new FS::Conf;
109 #yes, need it for stuff below (prolly should be cached)
110 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
115 my ( $hashref, $cache ) = @_;
116 if ( exists $hashref->{'pkgnum'} ) {
117 #@{ $self->{'_pkgnum'} } = ();
118 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
119 $self->{'_pkgnum'} = $subcache;
120 #push @{ $self->{'_pkgnum'} },
121 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
127 FS::cust_main - Object methods for cust_main records
133 $record = new FS::cust_main \%hash;
134 $record = new FS::cust_main { 'column' => 'value' };
136 $error = $record->insert;
138 $error = $new_record->replace($old_record);
140 $error = $record->delete;
142 $error = $record->check;
144 @cust_pkg = $record->all_pkgs;
146 @cust_pkg = $record->ncancelled_pkgs;
148 @cust_pkg = $record->suspended_pkgs;
150 $error = $record->bill;
151 $error = $record->bill %options;
152 $error = $record->bill 'time' => $time;
154 $error = $record->collect;
155 $error = $record->collect %options;
156 $error = $record->collect 'invoice_time' => $time,
161 An FS::cust_main object represents a customer. FS::cust_main inherits from
162 FS::Record. The following fields are currently supported:
168 Primary key (assigned automatically for new customers)
172 Agent (see L<FS::agent>)
176 Advertising source (see L<FS::part_referral>)
188 Cocial security number (optional)
212 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
216 Payment Information (See L<FS::payinfo_Mixin> for data format)
220 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
224 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
228 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
232 Start date month (maestro/solo cards only)
236 Start date year (maestro/solo cards only)
240 Issue number (maestro/solo cards only)
244 Name on card or billing name
248 IP address from which payment information was received
252 Tax exempt, empty or `Y'
256 Order taker (see L<FS::access_user>)
262 =item referral_custnum
264 Referring customer number
268 Enable individual CDR spooling, empty or `Y'
272 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
276 Discourage individual CDR printing, empty or `Y'
280 Allow self-service editing of ticket subjects, empty or 'Y'
282 =item calling_list_exempt
284 Do not call, empty or 'Y'
294 Creates a new customer. To add the customer to the database, see L<"insert">.
296 Note that this stores the hash reference, not a distinct copy of the hash it
297 points to. You can ask the object for a copy with the I<hash> method.
301 sub table { 'cust_main'; }
303 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
305 Adds this customer to the database. If there is an error, returns the error,
306 otherwise returns false.
308 Usually the customer's location will not yet exist in the database, and
309 the C<bill_location> and C<ship_location> pseudo-fields must be set to
310 uninserted L<FS::cust_location> objects. These will be inserted and linked
311 (in both directions) to the new customer record. If they're references
312 to the same object, they will become the same location.
314 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
315 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
316 are inserted atomicly, or the transaction is rolled back. Passing an empty
317 hash reference is equivalent to not supplying this parameter. There should be
318 a better explanation of this, but until then, here's an example:
321 tie %hash, 'Tie::RefHash'; #this part is important
323 $cust_pkg => [ $svc_acct ],
326 $cust_main->insert( \%hash );
328 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
329 be set as the invoicing list (see L<"invoicing_list">). Errors return as
330 expected and rollback the entire transaction; it is not necessary to call
331 check_invoicing_list first. The invoicing_list is set after the records in the
332 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
333 invoicing_list destination to the newly-created svc_acct. Here's an example:
335 $cust_main->insert( {}, [ $email, 'POST' ] );
337 Currently available options are: I<depend_jobnum>, I<noexport>,
338 I<tax_exemption> and I<prospectnum>.
340 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
341 on the supplied jobnum (they will not run until the specific job completes).
342 This can be used to defer provisioning until some action completes (such
343 as running the customer's credit card successfully).
345 The I<noexport> option is deprecated. If I<noexport> is set true, no
346 provisioning jobs (exports) are scheduled. (You can schedule them later with
347 the B<reexport> method.)
349 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
350 of tax names and exemption numbers. FS::cust_main_exemption records will be
351 created and inserted.
353 If I<prospectnum> is set, moves contacts and locations from that prospect.
355 If I<contact> is set to an arrayref of FS::contact objects, inserts those
356 new contacts with this new customer.
362 my $cust_pkgs = @_ ? shift : {};
363 my $invoicing_list = @_ ? shift : '';
365 warn "$me insert called with options ".
366 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
369 local $SIG{HUP} = 'IGNORE';
370 local $SIG{INT} = 'IGNORE';
371 local $SIG{QUIT} = 'IGNORE';
372 local $SIG{TERM} = 'IGNORE';
373 local $SIG{TSTP} = 'IGNORE';
374 local $SIG{PIPE} = 'IGNORE';
376 my $oldAutoCommit = $FS::UID::AutoCommit;
377 local $FS::UID::AutoCommit = 0;
380 my $prepay_identifier = '';
381 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
383 if ( $self->payby eq 'PREPAY' ) {
385 $self->payby('BILL');
386 $prepay_identifier = $self->payinfo;
389 warn " looking up prepaid card $prepay_identifier\n"
392 my $error = $self->get_prepay( $prepay_identifier,
393 'amount_ref' => \$amount,
394 'seconds_ref' => \$seconds,
395 'upbytes_ref' => \$upbytes,
396 'downbytes_ref' => \$downbytes,
397 'totalbytes_ref' => \$totalbytes,
400 $dbh->rollback if $oldAutoCommit;
401 #return "error applying prepaid card (transaction rolled back): $error";
405 $payby = 'PREP' if $amount;
407 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|PPAL)$/ ) {
410 $self->payby('BILL');
411 $amount = $self->paid;
416 foreach my $l (qw(bill_location ship_location)) {
418 my $loc = delete $self->hashref->{$l} or next;
420 if ( !$loc->locationnum ) {
421 # warn the location that we're going to insert it with no custnum
422 $loc->set(custnum_pending => 1);
423 warn " inserting $l\n"
425 my $error = $loc->insert;
427 $dbh->rollback if $oldAutoCommit;
428 my $label = $l eq 'ship_location' ? 'service' : 'billing';
429 return "$error (in $label location)";
432 } elsif ( $loc->prospectnum ) {
434 $loc->prospectnum('');
435 $loc->set(custnum_pending => 1);
436 my $error = $loc->replace;
438 $dbh->rollback if $oldAutoCommit;
439 my $label = $l eq 'ship_location' ? 'service' : 'billing';
440 return "$error (moving $label location)";
443 } elsif ( ($loc->custnum || 0) > 0 ) {
444 # then it somehow belongs to another customer--shouldn't happen
445 $dbh->rollback if $oldAutoCommit;
446 return "$l belongs to customer ".$loc->custnum;
448 # else it already belongs to this customer
449 # (happens when ship_location is identical to bill_location)
451 $self->set($l.'num', $loc->locationnum);
453 if ( $self->get($l.'num') eq '' ) {
454 $dbh->rollback if $oldAutoCommit;
459 warn " inserting $self\n"
462 $self->signupdate(time) unless $self->signupdate;
464 $self->auto_agent_custid()
465 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
467 my $error = $self->SUPER::insert;
469 $dbh->rollback if $oldAutoCommit;
470 #return "inserting cust_main record (transaction rolled back): $error";
474 # now set cust_location.custnum
475 foreach my $l (qw(bill_location ship_location)) {
476 warn " setting $l.custnum\n"
478 my $loc = $self->$l or next;
479 unless ( $loc->custnum ) {
480 $loc->set(custnum => $self->custnum);
481 $error ||= $loc->replace;
485 $dbh->rollback if $oldAutoCommit;
486 return "error setting $l custnum: $error";
490 warn " setting invoicing list\n"
493 if ( $invoicing_list ) {
494 $error = $self->check_invoicing_list( $invoicing_list );
496 $dbh->rollback if $oldAutoCommit;
497 #return "checking invoicing_list (transaction rolled back): $error";
500 $self->invoicing_list( $invoicing_list );
503 warn " setting customer tags\n"
506 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
507 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
508 'custnum' => $self->custnum };
509 my $error = $cust_tag->insert;
511 $dbh->rollback if $oldAutoCommit;
516 my $prospectnum = delete $options{'prospectnum'};
517 if ( $prospectnum ) {
519 warn " moving contacts and locations from prospect $prospectnum\n"
523 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
524 unless ( $prospect_main ) {
525 $dbh->rollback if $oldAutoCommit;
526 return "Unknown prospectnum $prospectnum";
528 $prospect_main->custnum($self->custnum);
529 $prospect_main->disabled('Y');
530 my $error = $prospect_main->replace;
532 $dbh->rollback if $oldAutoCommit;
536 my @contact = $prospect_main->contact;
537 my @cust_location = $prospect_main->cust_location;
538 my @qual = $prospect_main->qual;
540 foreach my $r ( @contact, @cust_location, @qual ) {
542 $r->custnum($self->custnum);
543 my $error = $r->replace;
545 $dbh->rollback if $oldAutoCommit;
552 my $contact = delete $options{'contact'};
555 foreach my $c ( @$contact ) {
556 $c->custnum($self->custnum);
557 my $error = $c->insert;
559 $dbh->rollback if $oldAutoCommit;
567 warn " setting cust_main_exemption\n"
570 my $tax_exemption = delete $options{'tax_exemption'};
571 if ( $tax_exemption ) {
573 $tax_exemption = { map { $_ => '' } @$tax_exemption }
574 if ref($tax_exemption) eq 'ARRAY';
576 foreach my $taxname ( keys %$tax_exemption ) {
577 my $cust_main_exemption = new FS::cust_main_exemption {
578 'custnum' => $self->custnum,
579 'taxname' => $taxname,
580 'exempt_number' => $tax_exemption->{$taxname},
582 my $error = $cust_main_exemption->insert;
584 $dbh->rollback if $oldAutoCommit;
585 return "inserting cust_main_exemption (transaction rolled back): $error";
590 warn " ordering packages\n"
593 $error = $self->order_pkgs( $cust_pkgs,
595 'seconds_ref' => \$seconds,
596 'upbytes_ref' => \$upbytes,
597 'downbytes_ref' => \$downbytes,
598 'totalbytes_ref' => \$totalbytes,
601 $dbh->rollback if $oldAutoCommit;
606 $dbh->rollback if $oldAutoCommit;
607 return "No svc_acct record to apply pre-paid time";
609 if ( $upbytes || $downbytes || $totalbytes ) {
610 $dbh->rollback if $oldAutoCommit;
611 return "No svc_acct record to apply pre-paid data";
615 warn " inserting initial $payby payment of $amount\n"
617 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
619 $dbh->rollback if $oldAutoCommit;
620 return "inserting payment (transaction rolled back): $error";
624 unless ( $import || $skip_fuzzyfiles ) {
625 warn " queueing fuzzyfiles update\n"
627 $error = $self->queue_fuzzyfiles_update;
629 $dbh->rollback if $oldAutoCommit;
630 return "updating fuzzy search cache: $error";
634 # FS::geocode_Mixin::after_insert or something?
635 if ( $conf->config('tax_district_method') and !$import ) {
636 # if anything non-empty, try to look it up
637 my $queue = new FS::queue {
638 'job' => 'FS::geocode_Mixin::process_district_update',
639 'custnum' => $self->custnum,
641 my $error = $queue->insert( ref($self), $self->custnum );
643 $dbh->rollback if $oldAutoCommit;
644 return "queueing tax district update: $error";
649 warn " exporting\n" if $DEBUG > 1;
651 my $export_args = $options{'export_args'} || [];
654 map qsearch( 'part_export', {exportnum=>$_} ),
655 $conf->config('cust_main-exports'); #, $agentnum
657 foreach my $part_export ( @part_export ) {
658 my $error = $part_export->export_insert($self, @$export_args);
660 $dbh->rollback if $oldAutoCommit;
661 return "exporting to ". $part_export->exporttype.
662 " (transaction rolled back): $error";
666 #foreach my $depend_jobnum ( @$depend_jobnums ) {
667 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
669 # foreach my $jobnum ( @jobnums ) {
670 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
671 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
673 # my $error = $queue->depend_insert($depend_jobnum);
675 # $dbh->rollback if $oldAutoCommit;
676 # return "error queuing job dependancy: $error";
683 #if ( exists $options{'jobnums'} ) {
684 # push @{ $options{'jobnums'} }, @jobnums;
687 warn " insert complete; committing transaction\n"
690 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
695 use File::CounterFile;
696 sub auto_agent_custid {
699 my $format = $conf->config('cust_main-auto_agent_custid');
701 if ( $format eq '1YMMXXXXXXXX' ) {
703 my $counter = new File::CounterFile 'cust_main.agent_custid';
706 my $ym = 100000000000 + time2str('%y%m00000000', time);
707 if ( $ym > $counter->value ) {
708 $counter->{'value'} = $agent_custid = $ym;
709 $counter->{'updated'} = 1;
711 $agent_custid = $counter->inc;
717 die "Unknown cust_main-auto_agent_custid format: $format";
720 $self->agent_custid($agent_custid);
724 =item PACKAGE METHODS
726 Documentation on customer package methods has been moved to
727 L<FS::cust_main::Packages>.
729 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
731 Recharges this (existing) customer with the specified prepaid card (see
732 L<FS::prepay_credit>), specified either by I<identifier> or as an
733 FS::prepay_credit object. If there is an error, returns the error, otherwise
736 Optionally, five scalar references can be passed as well. They will have their
737 values filled in with the amount, number of seconds, and number of upload,
738 download, and total bytes applied by this prepaid card.
742 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
743 #the only place that uses these args
744 sub recharge_prepay {
745 my( $self, $prepay_credit, $amountref, $secondsref,
746 $upbytesref, $downbytesref, $totalbytesref ) = @_;
748 local $SIG{HUP} = 'IGNORE';
749 local $SIG{INT} = 'IGNORE';
750 local $SIG{QUIT} = 'IGNORE';
751 local $SIG{TERM} = 'IGNORE';
752 local $SIG{TSTP} = 'IGNORE';
753 local $SIG{PIPE} = 'IGNORE';
755 my $oldAutoCommit = $FS::UID::AutoCommit;
756 local $FS::UID::AutoCommit = 0;
759 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
761 my $error = $self->get_prepay( $prepay_credit,
762 'amount_ref' => \$amount,
763 'seconds_ref' => \$seconds,
764 'upbytes_ref' => \$upbytes,
765 'downbytes_ref' => \$downbytes,
766 'totalbytes_ref' => \$totalbytes,
768 || $self->increment_seconds($seconds)
769 || $self->increment_upbytes($upbytes)
770 || $self->increment_downbytes($downbytes)
771 || $self->increment_totalbytes($totalbytes)
772 || $self->insert_cust_pay_prepay( $amount,
774 ? $prepay_credit->identifier
779 $dbh->rollback if $oldAutoCommit;
783 if ( defined($amountref) ) { $$amountref = $amount; }
784 if ( defined($secondsref) ) { $$secondsref = $seconds; }
785 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
786 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
787 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
789 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
794 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
796 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
797 specified either by I<identifier> or as an FS::prepay_credit object.
799 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
800 incremented by the values of the prepaid card.
802 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
803 check or set this customer's I<agentnum>.
805 If there is an error, returns the error, otherwise returns false.
811 my( $self, $prepay_credit, %opt ) = @_;
813 local $SIG{HUP} = 'IGNORE';
814 local $SIG{INT} = 'IGNORE';
815 local $SIG{QUIT} = 'IGNORE';
816 local $SIG{TERM} = 'IGNORE';
817 local $SIG{TSTP} = 'IGNORE';
818 local $SIG{PIPE} = 'IGNORE';
820 my $oldAutoCommit = $FS::UID::AutoCommit;
821 local $FS::UID::AutoCommit = 0;
824 unless ( ref($prepay_credit) ) {
826 my $identifier = $prepay_credit;
828 $prepay_credit = qsearchs(
830 { 'identifier' => $identifier },
835 unless ( $prepay_credit ) {
836 $dbh->rollback if $oldAutoCommit;
837 return "Invalid prepaid card: ". $identifier;
842 if ( $prepay_credit->agentnum ) {
843 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
844 $dbh->rollback if $oldAutoCommit;
845 return "prepaid card not valid for agent ". $self->agentnum;
847 $self->agentnum($prepay_credit->agentnum);
850 my $error = $prepay_credit->delete;
852 $dbh->rollback if $oldAutoCommit;
853 return "removing prepay_credit (transaction rolled back): $error";
856 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
857 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
859 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
864 =item increment_upbytes SECONDS
866 Updates this customer's single or primary account (see L<FS::svc_acct>) by
867 the specified number of upbytes. If there is an error, returns the error,
868 otherwise returns false.
872 sub increment_upbytes {
873 _increment_column( shift, 'upbytes', @_);
876 =item increment_downbytes SECONDS
878 Updates this customer's single or primary account (see L<FS::svc_acct>) by
879 the specified number of downbytes. If there is an error, returns the error,
880 otherwise returns false.
884 sub increment_downbytes {
885 _increment_column( shift, 'downbytes', @_);
888 =item increment_totalbytes SECONDS
890 Updates this customer's single or primary account (see L<FS::svc_acct>) by
891 the specified number of totalbytes. If there is an error, returns the error,
892 otherwise returns false.
896 sub increment_totalbytes {
897 _increment_column( shift, 'totalbytes', @_);
900 =item increment_seconds SECONDS
902 Updates this customer's single or primary account (see L<FS::svc_acct>) by
903 the specified number of seconds. If there is an error, returns the error,
904 otherwise returns false.
908 sub increment_seconds {
909 _increment_column( shift, 'seconds', @_);
912 =item _increment_column AMOUNT
914 Updates this customer's single or primary account (see L<FS::svc_acct>) by
915 the specified number of seconds or bytes. If there is an error, returns
916 the error, otherwise returns false.
920 sub _increment_column {
921 my( $self, $column, $amount ) = @_;
922 warn "$me increment_column called: $column, $amount\n"
925 return '' unless $amount;
927 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
928 $self->ncancelled_pkgs;
931 return 'No packages with primary or single services found'.
932 ' to apply pre-paid time';
933 } elsif ( scalar(@cust_pkg) > 1 ) {
934 #maybe have a way to specify the package/account?
935 return 'Multiple packages found to apply pre-paid time';
938 my $cust_pkg = $cust_pkg[0];
939 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
943 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
946 return 'No account found to apply pre-paid time';
947 } elsif ( scalar(@cust_svc) > 1 ) {
948 return 'Multiple accounts found to apply pre-paid time';
951 my $svc_acct = $cust_svc[0]->svc_x;
952 warn " found service svcnum ". $svc_acct->pkgnum.
953 ' ('. $svc_acct->email. ")\n"
956 $column = "increment_$column";
957 $svc_acct->$column($amount);
961 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
963 Inserts a prepayment in the specified amount for this customer. An optional
964 second argument can specify the prepayment identifier for tracking purposes.
965 If there is an error, returns the error, otherwise returns false.
969 sub insert_cust_pay_prepay {
970 shift->insert_cust_pay('PREP', @_);
973 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
975 Inserts a cash payment in the specified amount for this customer. An optional
976 second argument can specify the payment identifier for tracking purposes.
977 If there is an error, returns the error, otherwise returns false.
981 sub insert_cust_pay_cash {
982 shift->insert_cust_pay('CASH', @_);
985 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
987 Inserts a Western Union payment in the specified amount for this customer. An
988 optional second argument can specify the prepayment identifier for tracking
989 purposes. If there is an error, returns the error, otherwise returns false.
993 sub insert_cust_pay_west {
994 shift->insert_cust_pay('WEST', @_);
997 sub insert_cust_pay {
998 my( $self, $payby, $amount ) = splice(@_, 0, 3);
999 my $payinfo = scalar(@_) ? shift : '';
1001 my $cust_pay = new FS::cust_pay {
1002 'custnum' => $self->custnum,
1003 'paid' => sprintf('%.2f', $amount),
1004 #'_date' => #date the prepaid card was purchased???
1006 'payinfo' => $payinfo,
1012 =item delete [ OPTION => VALUE ... ]
1014 This deletes the customer. If there is an error, returns the error, otherwise
1017 This will completely remove all traces of the customer record. This is not
1018 what you want when a customer cancels service; for that, cancel all of the
1019 customer's packages (see L</cancel>).
1021 If the customer has any uncancelled packages, you need to pass a new (valid)
1022 customer number for those packages to be transferred to, as the "new_customer"
1023 option. Cancelled packages will be deleted. Did I mention that this is NOT
1024 what you want when a customer cancels service and that you really should be
1025 looking at L<FS::cust_pkg/cancel>?
1027 You can't delete a customer with invoices (see L<FS::cust_bill>),
1028 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1029 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1030 set the "delete_financials" option to a true value.
1035 my( $self, %opt ) = @_;
1037 local $SIG{HUP} = 'IGNORE';
1038 local $SIG{INT} = 'IGNORE';
1039 local $SIG{QUIT} = 'IGNORE';
1040 local $SIG{TERM} = 'IGNORE';
1041 local $SIG{TSTP} = 'IGNORE';
1042 local $SIG{PIPE} = 'IGNORE';
1044 my $oldAutoCommit = $FS::UID::AutoCommit;
1045 local $FS::UID::AutoCommit = 0;
1048 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1049 $dbh->rollback if $oldAutoCommit;
1050 return "Can't delete a master agent customer";
1053 #use FS::access_user
1054 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1055 $dbh->rollback if $oldAutoCommit;
1056 return "Can't delete a master employee customer";
1059 tie my %financial_tables, 'Tie::IxHash',
1060 'cust_bill' => 'invoices',
1061 'cust_statement' => 'statements',
1062 'cust_credit' => 'credits',
1063 'cust_pay' => 'payments',
1064 'cust_refund' => 'refunds',
1067 foreach my $table ( keys %financial_tables ) {
1069 my @records = $self->$table();
1071 if ( @records && ! $opt{'delete_financials'} ) {
1072 $dbh->rollback if $oldAutoCommit;
1073 return "Can't delete a customer with ". $financial_tables{$table};
1076 foreach my $record ( @records ) {
1077 my $error = $record->delete;
1079 $dbh->rollback if $oldAutoCommit;
1080 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1086 my @cust_pkg = $self->ncancelled_pkgs;
1088 my $new_custnum = $opt{'new_custnum'};
1089 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1090 $dbh->rollback if $oldAutoCommit;
1091 return "Invalid new customer number: $new_custnum";
1093 foreach my $cust_pkg ( @cust_pkg ) {
1094 my %hash = $cust_pkg->hash;
1095 $hash{'custnum'} = $new_custnum;
1096 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1097 my $error = $new_cust_pkg->replace($cust_pkg,
1098 options => { $cust_pkg->options },
1101 $dbh->rollback if $oldAutoCommit;
1106 my @cancelled_cust_pkg = $self->all_pkgs;
1107 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1108 my $error = $cust_pkg->delete;
1110 $dbh->rollback if $oldAutoCommit;
1115 #cust_tax_adjustment in financials?
1116 #cust_pay_pending? ouch
1118 foreach my $table (qw(
1119 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1120 cust_location cust_main_note cust_tax_adjustment
1121 cust_pay_void cust_pay_batch queue cust_tax_exempt
1123 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1124 my $error = $record->delete;
1126 $dbh->rollback if $oldAutoCommit;
1132 my $sth = $dbh->prepare(
1133 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1135 my $errstr = $dbh->errstr;
1136 $dbh->rollback if $oldAutoCommit;
1139 $sth->execute($self->custnum) or do {
1140 my $errstr = $sth->errstr;
1141 $dbh->rollback if $oldAutoCommit;
1147 my $ticket_dbh = '';
1148 if ($conf->config('ticket_system') eq 'RT_Internal') {
1150 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1151 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1152 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1153 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1156 if ( $ticket_dbh ) {
1158 my $ticket_sth = $ticket_dbh->prepare(
1159 'DELETE FROM Links WHERE Target = ?'
1161 my $errstr = $ticket_dbh->errstr;
1162 $dbh->rollback if $oldAutoCommit;
1165 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1167 my $errstr = $ticket_sth->errstr;
1168 $dbh->rollback if $oldAutoCommit;
1172 #check and see if the customer is the only link on the ticket, and
1173 #if so, set the ticket to deleted status in RT?
1174 #maybe someday, for now this will at least fix tickets not displaying
1178 #delete the customer record
1180 my $error = $self->SUPER::delete;
1182 $dbh->rollback if $oldAutoCommit;
1186 # cust_main exports!
1188 #my $export_args = $options{'export_args'} || [];
1191 map qsearch( 'part_export', {exportnum=>$_} ),
1192 $conf->config('cust_main-exports'); #, $agentnum
1194 foreach my $part_export ( @part_export ) {
1195 my $error = $part_export->export_delete( $self ); #, @$export_args);
1197 $dbh->rollback if $oldAutoCommit;
1198 return "exporting to ". $part_export->exporttype.
1199 " (transaction rolled back): $error";
1203 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1208 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1210 This merges this customer into the provided new custnum, and then deletes the
1211 customer. If there is an error, returns the error, otherwise returns false.
1213 The source customer's name, company name, phone numbers, agent,
1214 referring customer, customer class, advertising source, order taker, and
1215 billing information (except balance) are discarded.
1217 All packages are moved to the target customer. Packages with package locations
1218 are preserved. Packages without package locations are moved to a new package
1219 location with the source customer's service/shipping address.
1221 All invoices, statements, payments, credits and refunds are moved to the target
1222 customer. The source customer's balance is added to the target customer.
1224 All notes, attachments, tickets and customer tags are moved to the target
1227 Change history is not currently moved.
1232 my( $self, $new_custnum, %opt ) = @_;
1234 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1236 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1237 or return "Invalid new customer number: $new_custnum";
1239 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1240 if $self->agentnum != $new_cust_main->agentnum
1241 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1243 local $SIG{HUP} = 'IGNORE';
1244 local $SIG{INT} = 'IGNORE';
1245 local $SIG{QUIT} = 'IGNORE';
1246 local $SIG{TERM} = 'IGNORE';
1247 local $SIG{TSTP} = 'IGNORE';
1248 local $SIG{PIPE} = 'IGNORE';
1250 my $oldAutoCommit = $FS::UID::AutoCommit;
1251 local $FS::UID::AutoCommit = 0;
1254 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1255 $dbh->rollback if $oldAutoCommit;
1256 return "Can't merge a master agent customer";
1259 #use FS::access_user
1260 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1261 $dbh->rollback if $oldAutoCommit;
1262 return "Can't merge a master employee customer";
1265 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1266 'status' => { op=>'!=', value=>'done' },
1270 $dbh->rollback if $oldAutoCommit;
1271 return "Can't merge a customer with pending payments";
1274 tie my %financial_tables, 'Tie::IxHash',
1275 'cust_bill' => 'invoices',
1276 'cust_bill_void' => 'voided invoices',
1277 'cust_statement' => 'statements',
1278 'cust_credit' => 'credits',
1279 'cust_credit_void' => 'voided credits',
1280 'cust_pay' => 'payments',
1281 'cust_pay_void' => 'voided payments',
1282 'cust_refund' => 'refunds',
1285 foreach my $table ( keys %financial_tables ) {
1287 my @records = $self->$table();
1289 foreach my $record ( @records ) {
1290 $record->custnum($new_custnum);
1291 my $error = $record->replace;
1293 $dbh->rollback if $oldAutoCommit;
1294 return "Error merging ". $financial_tables{$table}. ": $error\n";
1300 my $name = $self->ship_name; #?
1302 my $locationnum = '';
1303 foreach my $cust_pkg ( $self->all_pkgs ) {
1304 $cust_pkg->custnum($new_custnum);
1306 unless ( $cust_pkg->locationnum ) {
1307 unless ( $locationnum ) {
1308 my $cust_location = new FS::cust_location {
1309 $self->location_hash,
1310 'custnum' => $new_custnum,
1312 my $error = $cust_location->insert;
1314 $dbh->rollback if $oldAutoCommit;
1317 $locationnum = $cust_location->locationnum;
1319 $cust_pkg->locationnum($locationnum);
1322 my $error = $cust_pkg->replace;
1324 $dbh->rollback if $oldAutoCommit;
1328 # add customer (ship) name to svc_phone.phone_name if blank
1329 my @cust_svc = $cust_pkg->cust_svc;
1330 foreach my $cust_svc (@cust_svc) {
1331 my($label, $value, $svcdb) = $cust_svc->label;
1332 next unless $svcdb eq 'svc_phone';
1333 my $svc_phone = $cust_svc->svc_x;
1334 next if $svc_phone->phone_name;
1335 $svc_phone->phone_name($name);
1336 my $error = $svc_phone->replace;
1338 $dbh->rollback if $oldAutoCommit;
1346 # cust_tax_exempt (texas tax exemptions)
1347 # cust_recon (some sort of not-well understood thing for OnPac)
1349 #these are moved over
1350 foreach my $table (qw(
1351 cust_tag cust_location contact cust_attachment cust_main_note
1352 cust_tax_adjustment cust_pay_batch queue
1354 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1355 $record->custnum($new_custnum);
1356 my $error = $record->replace;
1358 $dbh->rollback if $oldAutoCommit;
1364 #these aren't preserved
1365 foreach my $table (qw(
1366 cust_main_exemption cust_main_invoice
1368 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1369 my $error = $record->delete;
1371 $dbh->rollback if $oldAutoCommit;
1378 my $sth = $dbh->prepare(
1379 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1381 my $errstr = $dbh->errstr;
1382 $dbh->rollback if $oldAutoCommit;
1385 $sth->execute($new_custnum, $self->custnum) or do {
1386 my $errstr = $sth->errstr;
1387 $dbh->rollback if $oldAutoCommit;
1393 my $ticket_dbh = '';
1394 if ($conf->config('ticket_system') eq 'RT_Internal') {
1396 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1397 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1398 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1399 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1402 if ( $ticket_dbh ) {
1404 my $ticket_sth = $ticket_dbh->prepare(
1405 'UPDATE Links SET Target = ? WHERE Target = ?'
1407 my $errstr = $ticket_dbh->errstr;
1408 $dbh->rollback if $oldAutoCommit;
1411 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1412 'freeside://freeside/cust_main/'.$self->custnum)
1414 my $errstr = $ticket_sth->errstr;
1415 $dbh->rollback if $oldAutoCommit;
1421 #delete the customer record
1423 my $error = $self->delete;
1425 $dbh->rollback if $oldAutoCommit;
1429 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1434 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1436 Replaces the OLD_RECORD with this one in the database. If there is an error,
1437 returns the error, otherwise returns false.
1439 To change the customer's address, set the pseudo-fields C<bill_location> and
1440 C<ship_location>. The address will still only change if at least one of the
1441 address fields differs from the existing values.
1443 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1444 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1445 expected and rollback the entire transaction; it is not necessary to call
1446 check_invoicing_list first. Here's an example:
1448 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1450 Currently available options are: I<tax_exemption>.
1452 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1453 of tax names and exemption numbers. FS::cust_main_exemption records will be
1454 deleted and inserted as appropriate.
1461 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1463 : $self->replace_old;
1467 warn "$me replace called\n"
1470 my $curuser = $FS::CurrentUser::CurrentUser;
1471 if ( $self->payby eq 'COMP'
1472 && $self->payby ne $old->payby
1473 && ! $curuser->access_right('Complimentary customer')
1476 return "You are not permitted to create complimentary accounts.";
1479 local($ignore_expired_card) = 1
1480 if $old->payby =~ /^(CARD|DCRD)$/
1481 && $self->payby =~ /^(CARD|DCRD)$/
1482 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1484 local($ignore_banned_card) = 1
1485 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1486 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1487 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1489 return "Invoicing locale is required"
1492 && $conf->exists('cust_main-require_locale');
1494 local $SIG{HUP} = 'IGNORE';
1495 local $SIG{INT} = 'IGNORE';
1496 local $SIG{QUIT} = 'IGNORE';
1497 local $SIG{TERM} = 'IGNORE';
1498 local $SIG{TSTP} = 'IGNORE';
1499 local $SIG{PIPE} = 'IGNORE';
1501 my $oldAutoCommit = $FS::UID::AutoCommit;
1502 local $FS::UID::AutoCommit = 0;
1505 for my $l (qw(bill_location ship_location)) {
1506 my $old_loc = $old->$l;
1507 my $new_loc = $self->$l;
1509 # find the existing location if there is one
1510 $new_loc->set('custnum' => $self->custnum);
1511 my $error = $new_loc->find_or_insert;
1513 $dbh->rollback if $oldAutoCommit;
1516 $self->set($l.'num', $new_loc->locationnum);
1519 # replace the customer record
1520 my $error = $self->SUPER::replace($old);
1523 $dbh->rollback if $oldAutoCommit;
1527 # now move packages to the new service location
1528 $self->set('ship_location', ''); #flush cache
1529 if ( $old->ship_locationnum and # should only be null during upgrade...
1530 $old->ship_locationnum != $self->ship_locationnum ) {
1531 $error = $old->ship_location->move_to($self->ship_location);
1533 $dbh->rollback if $oldAutoCommit;
1537 # don't move packages based on the billing location, but
1538 # disable it if it's no longer in use
1539 if ( $old->bill_locationnum and
1540 $old->bill_locationnum != $self->bill_locationnum ) {
1541 $error = $old->bill_location->disable_if_unused;
1543 $dbh->rollback if $oldAutoCommit;
1548 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1549 my $invoicing_list = shift @param;
1550 $error = $self->check_invoicing_list( $invoicing_list );
1552 $dbh->rollback if $oldAutoCommit;
1555 $self->invoicing_list( $invoicing_list );
1558 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1560 #this could be more efficient than deleting and re-inserting, if it matters
1561 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1562 my $error = $cust_tag->delete;
1564 $dbh->rollback if $oldAutoCommit;
1568 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1569 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1570 'custnum' => $self->custnum };
1571 my $error = $cust_tag->insert;
1573 $dbh->rollback if $oldAutoCommit;
1580 my %options = @param;
1582 my $tax_exemption = delete $options{'tax_exemption'};
1583 if ( $tax_exemption ) {
1585 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1586 if ref($tax_exemption) eq 'ARRAY';
1588 my %cust_main_exemption =
1589 map { $_->taxname => $_ }
1590 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1592 foreach my $taxname ( keys %$tax_exemption ) {
1594 if ( $cust_main_exemption{$taxname} &&
1595 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1598 delete $cust_main_exemption{$taxname};
1602 my $cust_main_exemption = new FS::cust_main_exemption {
1603 'custnum' => $self->custnum,
1604 'taxname' => $taxname,
1605 'exempt_number' => $tax_exemption->{$taxname},
1607 my $error = $cust_main_exemption->insert;
1609 $dbh->rollback if $oldAutoCommit;
1610 return "inserting cust_main_exemption (transaction rolled back): $error";
1614 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1615 my $error = $cust_main_exemption->delete;
1617 $dbh->rollback if $oldAutoCommit;
1618 return "deleting cust_main_exemption (transaction rolled back): $error";
1624 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1625 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1626 && $self->get('payinfo') !~ /^99\d{14}$/
1628 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1633 # card/check/lec info has changed, want to retry realtime_ invoice events
1634 my $error = $self->retry_realtime;
1636 $dbh->rollback if $oldAutoCommit;
1641 unless ( $import || $skip_fuzzyfiles ) {
1642 $error = $self->queue_fuzzyfiles_update;
1644 $dbh->rollback if $oldAutoCommit;
1645 return "updating fuzzy search cache: $error";
1649 # tax district update in cust_location
1651 # cust_main exports!
1653 my $export_args = $options{'export_args'} || [];
1656 map qsearch( 'part_export', {exportnum=>$_} ),
1657 $conf->config('cust_main-exports'); #, $agentnum
1659 foreach my $part_export ( @part_export ) {
1660 my $error = $part_export->export_replace( $self, $old, @$export_args);
1662 $dbh->rollback if $oldAutoCommit;
1663 return "exporting to ". $part_export->exporttype.
1664 " (transaction rolled back): $error";
1668 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1673 =item queue_fuzzyfiles_update
1675 Used by insert & replace to update the fuzzy search cache
1679 use FS::cust_main::Search;
1680 sub queue_fuzzyfiles_update {
1683 local $SIG{HUP} = 'IGNORE';
1684 local $SIG{INT} = 'IGNORE';
1685 local $SIG{QUIT} = 'IGNORE';
1686 local $SIG{TERM} = 'IGNORE';
1687 local $SIG{TSTP} = 'IGNORE';
1688 local $SIG{PIPE} = 'IGNORE';
1690 my $oldAutoCommit = $FS::UID::AutoCommit;
1691 local $FS::UID::AutoCommit = 0;
1694 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1695 my $queue = new FS::queue {
1696 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1698 my @args = "cust_main.$field", $self->get($field);
1699 my $error = $queue->insert( @args );
1701 $dbh->rollback if $oldAutoCommit;
1702 return "queueing job (transaction rolled back): $error";
1707 push @locations, $self->bill_location if $self->bill_locationnum;
1708 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1709 foreach my $location (@locations) {
1710 my $queue = new FS::queue {
1711 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1713 my @args = 'cust_location.address1', $location->address1;
1714 my $error = $queue->insert( @args );
1716 $dbh->rollback if $oldAutoCommit;
1717 return "queueing job (transaction rolled back): $error";
1721 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1728 Checks all fields to make sure this is a valid customer record. If there is
1729 an error, returns the error, otherwise returns false. Called by the insert
1730 and replace methods.
1737 warn "$me check BEFORE: \n". $self->_dump
1741 $self->ut_numbern('custnum')
1742 || $self->ut_number('agentnum')
1743 || $self->ut_textn('agent_custid')
1744 || $self->ut_number('refnum')
1745 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1746 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1747 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1748 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1749 || $self->ut_textn('custbatch')
1750 || $self->ut_name('last')
1751 || $self->ut_name('first')
1752 || $self->ut_snumbern('signupdate')
1753 || $self->ut_snumbern('birthdate')
1754 || $self->ut_namen('spouse_last')
1755 || $self->ut_namen('spouse_first')
1756 || $self->ut_snumbern('spouse_birthdate')
1757 || $self->ut_snumbern('anniversary_date')
1758 || $self->ut_textn('company')
1759 || $self->ut_textn('ship_company')
1760 || $self->ut_anything('comments')
1761 || $self->ut_numbern('referral_custnum')
1762 || $self->ut_textn('stateid')
1763 || $self->ut_textn('stateid_state')
1764 || $self->ut_textn('invoice_terms')
1765 || $self->ut_floatn('cdr_termination_percentage')
1766 || $self->ut_floatn('credit_limit')
1767 || $self->ut_numbern('billday')
1768 || $self->ut_numbern('prorate_day')
1769 || $self->ut_flag('edit_subject')
1770 || $self->ut_flag('calling_list_exempt')
1771 || $self->ut_flag('invoice_noemail')
1772 || $self->ut_flag('message_noemail')
1773 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1774 || $self->ut_currencyn('currency')
1777 foreach (qw(company ship_company)) {
1778 my $company = $self->get($_);
1779 $company =~ s/^\s+//;
1780 $company =~ s/\s+$//;
1781 $company =~ s/\s+/ /g;
1782 $self->set($_, $company);
1785 #barf. need message catalogs. i18n. etc.
1786 $error .= "Please select an advertising source."
1787 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1788 return $error if $error;
1790 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1791 or return "Unknown agent";
1793 if ( $self->currency ) {
1794 my $agent_currency = qsearchs( 'agent_currency', {
1795 'agentnum' => $agent->agentnum,
1796 'currency' => $self->currency,
1798 or return "Agent ". $agent->agent.
1799 " not permitted to offer ". $self->currency. " invoicing";
1802 return "Unknown refnum"
1803 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1805 return "Unknown referring custnum: ". $self->referral_custnum
1806 unless ! $self->referral_custnum
1807 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1809 if ( $self->ss eq '' ) {
1814 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1815 or return "Illegal social security number: ". $self->ss;
1816 $self->ss("$1-$2-$3");
1819 # cust_main_county verification now handled by cust_location check
1822 $self->ut_phonen('daytime', $self->country)
1823 || $self->ut_phonen('night', $self->country)
1824 || $self->ut_phonen('fax', $self->country)
1825 || $self->ut_phonen('mobile', $self->country)
1827 return $error if $error;
1829 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1831 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1834 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1836 : FS::Msgcat::_gettext('daytime');
1837 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1839 : FS::Msgcat::_gettext('night');
1841 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1843 : FS::Msgcat::_gettext('mobile');
1845 return "$daytime_label, $night_label or $mobile_label is required"
1849 ### start of stuff moved to cust_payby
1850 # then mostly kept here to support upgrades (can remove in 5.x)
1851 # but modified to allow everything to be empty
1853 if ( $self->payby ) {
1854 FS::payby->can_payby($self->table, $self->payby)
1855 or return "Illegal payby: ". $self->payby;
1860 $error = $self->ut_numbern('paystart_month')
1861 || $self->ut_numbern('paystart_year')
1862 || $self->ut_numbern('payissue')
1863 || $self->ut_textn('paytype')
1865 return $error if $error;
1867 if ( $self->payip eq '' ) {
1870 $error = $self->ut_ip('payip');
1871 return $error if $error;
1874 # If it is encrypted and the private key is not availaible then we can't
1875 # check the credit card.
1876 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1878 # Need some kind of global flag to accept invalid cards, for testing
1880 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1881 $self->payby =~ /^(CARD|DCRD)$/ ) {
1883 my $payinfo = $self->payinfo;
1884 $payinfo =~ s/\D//g;
1885 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1886 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1888 $self->payinfo($payinfo);
1890 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1892 return gettext('unknown_card_type')
1893 if $self->payinfo !~ /^99\d{14}$/ #token
1894 && cardtype($self->payinfo) eq "Unknown";
1896 unless ( $ignore_banned_card ) {
1897 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1899 if ( $ban->bantype eq 'warn' ) {
1900 #or others depending on value of $ban->reason ?
1901 return '_duplicate_card'.
1902 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1903 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1904 ' (ban# '. $ban->bannum. ')'
1905 unless $self->override_ban_warn;
1907 return 'Banned credit card: banned on '.
1908 time2str('%a %h %o at %r', $ban->_date).
1909 ' by '. $ban->otaker.
1910 ' (ban# '. $ban->bannum. ')';
1915 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1916 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1917 $self->paycvv =~ /^(\d{4})$/
1918 or return "CVV2 (CID) for American Express cards is four digits.";
1921 $self->paycvv =~ /^(\d{3})$/
1922 or return "CVV2 (CVC2/CID) is three digits.";
1929 my $cardtype = cardtype($payinfo);
1930 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1932 return "Start date or issue number is required for $cardtype cards"
1933 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1935 return "Start month must be between 1 and 12"
1936 if $self->paystart_month
1937 and $self->paystart_month < 1 || $self->paystart_month > 12;
1939 return "Start year must be 1990 or later"
1940 if $self->paystart_year
1941 and $self->paystart_year < 1990;
1943 return "Issue number must be beween 1 and 99"
1945 and $self->payissue < 1 || $self->payissue > 99;
1948 $self->paystart_month('');
1949 $self->paystart_year('');
1950 $self->payissue('');
1953 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1954 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1956 my $payinfo = $self->payinfo;
1957 $payinfo =~ s/[^\d\@\.]//g;
1958 if ( $conf->config('echeck-country') eq 'CA' ) {
1959 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1960 or return 'invalid echeck account@branch.bank';
1961 $payinfo = "$1\@$2.$3";
1962 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1963 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1964 $payinfo = "$1\@$2";
1966 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1967 $payinfo = "$1\@$2";
1969 $self->payinfo($payinfo);
1972 unless ( $ignore_banned_card ) {
1973 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1975 if ( $ban->bantype eq 'warn' ) {
1976 #or others depending on value of $ban->reason ?
1977 return '_duplicate_ach' unless $self->override_ban_warn;
1979 return 'Banned ACH account: banned on '.
1980 time2str('%a %h %o at %r', $ban->_date).
1981 ' by '. $ban->otaker.
1982 ' (ban# '. $ban->bannum. ')';
1987 } elsif ( $self->payby eq 'LECB' ) {
1989 my $payinfo = $self->payinfo;
1990 $payinfo =~ s/\D//g;
1991 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1993 $self->payinfo($payinfo);
1996 } elsif ( $self->payby eq 'BILL' ) {
1998 $error = $self->ut_textn('payinfo');
1999 return "Illegal P.O. number: ". $self->payinfo if $error;
2002 } elsif ( $self->payby eq 'COMP' ) {
2004 my $curuser = $FS::CurrentUser::CurrentUser;
2005 if ( ! $self->custnum
2006 && ! $curuser->access_right('Complimentary customer')
2009 return "You are not permitted to create complimentary accounts."
2012 $error = $self->ut_textn('payinfo');
2013 return "Illegal comp account issuer: ". $self->payinfo if $error;
2016 } elsif ( $self->payby eq 'PREPAY' ) {
2018 my $payinfo = $self->payinfo;
2019 $payinfo =~ s/\W//g; #anything else would just confuse things
2020 $self->payinfo($payinfo);
2021 $error = $self->ut_alpha('payinfo');
2022 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2023 return "Unknown prepayment identifier"
2024 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2029 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2030 return "Expiration date required"
2031 # shouldn't payinfo_check do this?
2032 unless ! $self->payby
2033 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2037 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2038 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2039 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2040 ( $m, $y ) = ( $2, "19$1" );
2041 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2042 ( $m, $y ) = ( $3, "20$2" );
2044 return "Illegal expiration date: ". $self->paydate;
2046 $m = sprintf('%02d',$m);
2047 $self->paydate("$y-$m-01");
2048 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2049 return gettext('expired_card')
2051 && !$ignore_expired_card
2052 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2055 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2056 ( ! $conf->exists('require_cardname')
2057 || $self->payby !~ /^(CARD|DCRD)$/ )
2059 $self->payname( $self->first. " ". $self->getfield('last') );
2062 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2063 $self->payname =~ /^([\w \,\.\-\']*)$/
2064 or return gettext('illegal_name'). " payname: ". $self->payname;
2067 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2068 or return gettext('illegal_name'). " payname: ". $self->payname;
2074 ### end of stuff moved to cust_payby
2076 return "Please select an invoicing locale"
2079 && $conf->exists('cust_main-require_locale');
2081 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2082 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2086 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2088 warn "$me check AFTER: \n". $self->_dump
2091 $self->SUPER::check;
2096 Returns a list of fields which have ship_ duplicates.
2101 qw( last first company
2102 address1 address2 city county state zip country
2104 daytime night fax mobile
2108 =item has_ship_address
2110 Returns true if this customer record has a separate shipping address.
2114 sub has_ship_address {
2116 $self->bill_locationnum != $self->ship_locationnum;
2121 Returns a list of key/value pairs, with the following keys: address1,
2122 adddress2, city, county, state, zip, country, district, and geocode. The
2123 shipping address is used if present.
2129 $self->ship_location->location_hash;
2134 Returns all locations (see L<FS::cust_location>) for this customer.
2140 qsearch('cust_location', { 'custnum' => $self->custnum,
2141 'prospectnum' => '' } );
2146 Returns all contacts (see L<FS::contact>) for this customer.
2150 #already used :/ sub contact {
2153 qsearch('contact', { 'custnum' => $self->custnum } );
2158 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2165 'table' => 'cust_payby',
2166 'hashref' => { 'custnum' => $self->custnum },
2167 'order_by' => 'ORDER BY weight ASC',
2173 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2174 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2175 on success or a list of errors.
2181 grep { $_->unsuspend } $self->suspended_pkgs;
2186 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2188 Returns a list: an empty list on success or a list of errors.
2194 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2197 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2199 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2200 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2201 of a list of pkgparts; the hashref has the following keys:
2205 =item pkgparts - listref of pkgparts
2207 =item (other options are passed to the suspend method)
2212 Returns a list: an empty list on success or a list of errors.
2216 sub suspend_if_pkgpart {
2218 my (@pkgparts, %opt);
2219 if (ref($_[0]) eq 'HASH'){
2220 @pkgparts = @{$_[0]{pkgparts}};
2225 grep { $_->suspend(%opt) }
2226 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2227 $self->unsuspended_pkgs;
2230 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2232 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2233 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2234 instead of a list of pkgparts; the hashref has the following keys:
2238 =item pkgparts - listref of pkgparts
2240 =item (other options are passed to the suspend method)
2244 Returns a list: an empty list on success or a list of errors.
2248 sub suspend_unless_pkgpart {
2250 my (@pkgparts, %opt);
2251 if (ref($_[0]) eq 'HASH'){
2252 @pkgparts = @{$_[0]{pkgparts}};
2257 grep { $_->suspend(%opt) }
2258 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2259 $self->unsuspended_pkgs;
2262 =item cancel [ OPTION => VALUE ... ]
2264 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2266 Available options are:
2270 =item quiet - can be set true to supress email cancellation notices.
2272 =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.
2274 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2276 =item nobill - can be set true to skip billing if it might otherwise be done.
2280 Always returns a list: an empty list on success or a list of errors.
2284 # nb that dates are not specified as valid options to this method
2287 my( $self, %opt ) = @_;
2289 warn "$me cancel called on customer ". $self->custnum. " with options ".
2290 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2293 return ( 'access denied' )
2294 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2296 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2298 #should try decryption (we might have the private key)
2299 # and if not maybe queue a job for the server that does?
2300 return ( "Can't (yet) ban encrypted credit cards" )
2301 if $self->is_encrypted($self->payinfo);
2303 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2304 my $error = $ban->insert;
2305 return ( $error ) if $error;
2309 my @pkgs = $self->ncancelled_pkgs;
2311 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2313 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2314 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2318 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2319 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2322 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2325 sub _banned_pay_hashref {
2336 'payby' => $payby2ban{$self->payby},
2337 'payinfo' => $self->payinfo,
2338 #don't ever *search* on reason! #'reason' =>
2342 sub _new_banned_pay_hashref {
2344 my $hr = $self->_banned_pay_hashref;
2345 $hr->{payinfo} = md5_base64($hr->{payinfo});
2351 Returns all notes (see L<FS::cust_main_note>) for this customer.
2356 my($self,$orderby_classnum) = (shift,shift);
2357 my $orderby = "_DATE DESC";
2358 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2359 qsearch( 'cust_main_note',
2360 { 'custnum' => $self->custnum },
2362 "ORDER BY $orderby",
2368 Returns the agent (see L<FS::agent>) for this customer.
2372 Returns the agent name (see L<FS::agent>) for this customer.
2378 $self->agent->agent;
2383 Returns any tags associated with this customer, as FS::cust_tag objects,
2384 or an empty list if there are no tags.
2388 Returns any tags associated with this customer, as FS::part_tag objects,
2389 or an empty list if there are no tags.
2395 map $_->part_tag, $self->cust_tag;
2401 Returns the customer class, as an FS::cust_class object, or the empty string
2402 if there is no customer class.
2406 Returns the customer category name, or the empty string if there is no customer
2413 my $cust_class = $self->cust_class;
2415 ? $cust_class->categoryname
2421 Returns the customer class name, or the empty string if there is no customer
2428 my $cust_class = $self->cust_class;
2430 ? $cust_class->classname
2434 =item BILLING METHODS
2436 Documentation on billing methods has been moved to
2437 L<FS::cust_main::Billing>.
2439 =item REALTIME BILLING METHODS
2441 Documentation on realtime billing methods has been moved to
2442 L<FS::cust_main::Billing_Realtime>.
2446 Removes the I<paycvv> field from the database directly.
2448 If there is an error, returns the error, otherwise returns false.
2454 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2455 or return dbh->errstr;
2456 $sth->execute($self->custnum)
2457 or return $sth->errstr;
2462 =item batch_card OPTION => VALUE...
2464 Adds a payment for this invoice to the pending credit card batch (see
2465 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2466 runs the payment using a realtime gateway.
2468 Options may include:
2470 B<amount>: the amount to be paid; defaults to the customer's balance minus
2471 any payments in transit.
2473 B<payby>: the payment method; defaults to cust_main.payby
2475 B<realtime>: runs this as a realtime payment instead of adding it to a
2478 B<invnum>: sets cust_pay_batch.invnum.
2480 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2481 the billing address for the payment; defaults to the customer's billing
2484 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2485 date, and name; defaults to those fields in cust_main.
2490 my ($self, %options) = @_;
2493 if (exists($options{amount})) {
2494 $amount = $options{amount};
2496 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2498 return '' unless $amount > 0;
2500 my $invnum = delete $options{invnum};
2501 my $payby = $options{payby} || $self->payby; #still dubious
2503 if ($options{'realtime'}) {
2504 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2510 my $oldAutoCommit = $FS::UID::AutoCommit;
2511 local $FS::UID::AutoCommit = 0;
2514 #this needs to handle mysql as well as Pg, like svc_acct.pm
2515 #(make it into a common function if folks need to do batching with mysql)
2516 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2517 or return "Cannot lock pay_batch: " . $dbh->errstr;
2521 'payby' => FS::payby->payby2payment($payby),
2523 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2525 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2527 unless ( $pay_batch ) {
2528 $pay_batch = new FS::pay_batch \%pay_batch;
2529 my $error = $pay_batch->insert;
2531 $dbh->rollback if $oldAutoCommit;
2532 die "error creating new batch: $error\n";
2536 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2537 'batchnum' => $pay_batch->batchnum,
2538 'custnum' => $self->custnum,
2541 foreach (qw( address1 address2 city state zip country latitude longitude
2542 payby payinfo paydate payname ))
2544 $options{$_} = '' unless exists($options{$_});
2547 my $loc = $self->bill_location;
2549 my $cust_pay_batch = new FS::cust_pay_batch ( {
2550 'batchnum' => $pay_batch->batchnum,
2551 'invnum' => $invnum || 0, # is there a better value?
2552 # this field should be
2554 # cust_bill_pay_batch now
2555 'custnum' => $self->custnum,
2556 'last' => $self->getfield('last'),
2557 'first' => $self->getfield('first'),
2558 'address1' => $options{address1} || $loc->address1,
2559 'address2' => $options{address2} || $loc->address2,
2560 'city' => $options{city} || $loc->city,
2561 'state' => $options{state} || $loc->state,
2562 'zip' => $options{zip} || $loc->zip,
2563 'country' => $options{country} || $loc->country,
2564 'payby' => $options{payby} || $self->payby,
2565 'payinfo' => $options{payinfo} || $self->payinfo,
2566 'exp' => $options{paydate} || $self->paydate,
2567 'payname' => $options{payname} || $self->payname,
2568 'amount' => $amount, # consolidating
2571 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2572 if $old_cust_pay_batch;
2575 if ($old_cust_pay_batch) {
2576 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2578 $error = $cust_pay_batch->insert;
2582 $dbh->rollback if $oldAutoCommit;
2586 my $unapplied = $self->total_unapplied_credits
2587 + $self->total_unapplied_payments
2588 + $self->in_transit_payments;
2589 foreach my $cust_bill ($self->open_cust_bill) {
2590 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2591 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2592 'invnum' => $cust_bill->invnum,
2593 'paybatchnum' => $cust_pay_batch->paybatchnum,
2594 'amount' => $cust_bill->owed,
2597 if ($unapplied >= $cust_bill_pay_batch->amount){
2598 $unapplied -= $cust_bill_pay_batch->amount;
2601 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2602 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2604 $error = $cust_bill_pay_batch->insert;
2606 $dbh->rollback if $oldAutoCommit;
2611 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2617 Returns the total owed for this customer on all invoices
2618 (see L<FS::cust_bill/owed>).
2624 $self->total_owed_date(2145859200); #12/31/2037
2627 =item total_owed_date TIME
2629 Returns the total owed for this customer on all invoices with date earlier than
2630 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2631 see L<Time::Local> and L<Date::Parse> for conversion functions.
2635 sub total_owed_date {
2639 my $custnum = $self->custnum;
2641 my $owed_sql = FS::cust_bill->owed_sql;
2644 SELECT SUM($owed_sql) FROM cust_bill
2645 WHERE custnum = $custnum
2649 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2653 =item total_owed_pkgnum PKGNUM
2655 Returns the total owed on all invoices for this customer's specific package
2656 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2660 sub total_owed_pkgnum {
2661 my( $self, $pkgnum ) = @_;
2662 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2665 =item total_owed_date_pkgnum TIME PKGNUM
2667 Returns the total owed for this customer's specific package when using
2668 experimental package balances on all invoices with date earlier than
2669 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2670 see L<Time::Local> and L<Date::Parse> for conversion functions.
2674 sub total_owed_date_pkgnum {
2675 my( $self, $time, $pkgnum ) = @_;
2678 foreach my $cust_bill (
2679 grep { $_->_date <= $time }
2680 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2682 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2684 sprintf( "%.2f", $total_bill );
2690 Returns the total amount of all payments.
2697 $total += $_->paid foreach $self->cust_pay;
2698 sprintf( "%.2f", $total );
2701 =item total_unapplied_credits
2703 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2704 customer. See L<FS::cust_credit/credited>.
2706 =item total_credited
2708 Old name for total_unapplied_credits. Don't use.
2712 sub total_credited {
2713 #carp "total_credited deprecated, use total_unapplied_credits";
2714 shift->total_unapplied_credits(@_);
2717 sub total_unapplied_credits {
2720 my $custnum = $self->custnum;
2722 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2725 SELECT SUM($unapplied_sql) FROM cust_credit
2726 WHERE custnum = $custnum
2729 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2733 =item total_unapplied_credits_pkgnum PKGNUM
2735 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2736 customer. See L<FS::cust_credit/credited>.
2740 sub total_unapplied_credits_pkgnum {
2741 my( $self, $pkgnum ) = @_;
2742 my $total_credit = 0;
2743 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2744 sprintf( "%.2f", $total_credit );
2748 =item total_unapplied_payments
2750 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2751 See L<FS::cust_pay/unapplied>.
2755 sub total_unapplied_payments {
2758 my $custnum = $self->custnum;
2760 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2763 SELECT SUM($unapplied_sql) FROM cust_pay
2764 WHERE custnum = $custnum
2767 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2771 =item total_unapplied_payments_pkgnum PKGNUM
2773 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2774 specific package when using experimental package balances. See
2775 L<FS::cust_pay/unapplied>.
2779 sub total_unapplied_payments_pkgnum {
2780 my( $self, $pkgnum ) = @_;
2781 my $total_unapplied = 0;
2782 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2783 sprintf( "%.2f", $total_unapplied );
2787 =item total_unapplied_refunds
2789 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2790 customer. See L<FS::cust_refund/unapplied>.
2794 sub total_unapplied_refunds {
2796 my $custnum = $self->custnum;
2798 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2801 SELECT SUM($unapplied_sql) FROM cust_refund
2802 WHERE custnum = $custnum
2805 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2811 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2812 total_unapplied_credits minus total_unapplied_payments).
2818 $self->balance_date_range;
2821 =item balance_date TIME
2823 Returns the balance for this customer, only considering invoices with date
2824 earlier than TIME (total_owed_date minus total_credited minus
2825 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2826 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2833 $self->balance_date_range(shift);
2836 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2838 Returns the balance for this customer, optionally considering invoices with
2839 date earlier than START_TIME, and not later than END_TIME
2840 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2842 Times are specified as SQL fragments or numeric
2843 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2844 L<Date::Parse> for conversion functions. The empty string can be passed
2845 to disable that time constraint completely.
2847 Accepts the same options as L<balance_date_sql>:
2851 =item unapplied_date
2853 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)
2857 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2858 time will be ignored. Note that START_TIME and END_TIME only limit the date
2859 range for invoices and I<unapplied> payments, credits, and refunds.
2865 sub balance_date_range {
2867 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2868 ') FROM cust_main WHERE custnum='. $self->custnum;
2869 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2872 =item balance_pkgnum PKGNUM
2874 Returns the balance for this customer's specific package when using
2875 experimental package balances (total_owed plus total_unrefunded, minus
2876 total_unapplied_credits minus total_unapplied_payments)
2880 sub balance_pkgnum {
2881 my( $self, $pkgnum ) = @_;
2884 $self->total_owed_pkgnum($pkgnum)
2885 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2886 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2887 - $self->total_unapplied_credits_pkgnum($pkgnum)
2888 - $self->total_unapplied_payments_pkgnum($pkgnum)
2892 =item in_transit_payments
2894 Returns the total of requests for payments for this customer pending in
2895 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2899 sub in_transit_payments {
2901 my $in_transit_payments = 0;
2902 foreach my $pay_batch ( qsearch('pay_batch', {
2905 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2906 'batchnum' => $pay_batch->batchnum,
2907 'custnum' => $self->custnum,
2909 $in_transit_payments += $cust_pay_batch->amount;
2912 sprintf( "%.2f", $in_transit_payments );
2917 Returns a hash of useful information for making a payment.
2927 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2928 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2929 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2933 For credit card transactions:
2945 For electronic check transactions:
2960 $return{balance} = $self->balance;
2962 $return{payname} = $self->payname
2963 || ( $self->first. ' '. $self->get('last') );
2965 $return{$_} = $self->bill_location->$_
2966 for qw(address1 address2 city state zip);
2968 $return{payby} = $self->payby;
2969 $return{stateid_state} = $self->stateid_state;
2971 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2972 $return{card_type} = cardtype($self->payinfo);
2973 $return{payinfo} = $self->paymask;
2975 @return{'month', 'year'} = $self->paydate_monthyear;
2979 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2980 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2981 $return{payinfo1} = $payinfo1;
2982 $return{payinfo2} = $payinfo2;
2983 $return{paytype} = $self->paytype;
2984 $return{paystate} = $self->paystate;
2988 #doubleclick protection
2990 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2996 =item paydate_monthyear
2998 Returns a two-element list consisting of the month and year of this customer's
2999 paydate (credit card expiration date for CARD customers)
3003 sub paydate_monthyear {
3005 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3007 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3016 Returns the exact time in seconds corresponding to the payment method
3017 expiration date. For CARD/DCRD customers this is the end of the month;
3018 for others (COMP is the only other payby that uses paydate) it's the start.
3019 Returns 0 if the paydate is empty or set to the far future.
3025 my ($month, $year) = $self->paydate_monthyear;
3026 return 0 if !$year or $year >= 2037;
3027 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3029 if ( $month == 13 ) {
3033 return timelocal(0,0,0,1,$month-1,$year) - 1;
3036 return timelocal(0,0,0,1,$month-1,$year);
3040 =item paydate_epoch_sql
3042 Class method. Returns an SQL expression to obtain the payment expiration date
3043 as a number of seconds.
3047 # Special expiration date behavior for non-CARD/DCRD customers has been
3048 # carefully preserved. Do we really use that?
3049 sub paydate_epoch_sql {
3051 my $table = shift || 'cust_main';
3052 my ($case1, $case2);
3053 if ( driver_name eq 'Pg' ) {
3054 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3055 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3057 elsif ( lc(driver_name) eq 'mysql' ) {
3058 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3059 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3062 return "CASE WHEN $table.payby IN('CARD','DCRD')
3068 =item tax_exemption TAXNAME
3073 my( $self, $taxname ) = @_;
3075 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3076 'taxname' => $taxname,
3081 =item cust_main_exemption
3083 =item invoicing_list [ ARRAYREF ]
3085 If an arguement is given, sets these email addresses as invoice recipients
3086 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3087 (except as warnings), so use check_invoicing_list first.
3089 Returns a list of email addresses (with svcnum entries expanded).
3091 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3092 check it without disturbing anything by passing nothing.
3094 This interface may change in the future.
3098 sub invoicing_list {
3099 my( $self, $arrayref ) = @_;
3102 my @cust_main_invoice;
3103 if ( $self->custnum ) {
3104 @cust_main_invoice =
3105 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3107 @cust_main_invoice = ();
3109 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3110 #warn $cust_main_invoice->destnum;
3111 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3112 #warn $cust_main_invoice->destnum;
3113 my $error = $cust_main_invoice->delete;
3114 warn $error if $error;
3117 if ( $self->custnum ) {
3118 @cust_main_invoice =
3119 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3121 @cust_main_invoice = ();
3123 my %seen = map { $_->address => 1 } @cust_main_invoice;
3124 foreach my $address ( @{$arrayref} ) {
3125 next if exists $seen{$address} && $seen{$address};
3126 $seen{$address} = 1;
3127 my $cust_main_invoice = new FS::cust_main_invoice ( {
3128 'custnum' => $self->custnum,
3131 my $error = $cust_main_invoice->insert;
3132 warn $error if $error;
3136 if ( $self->custnum ) {
3138 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3145 =item check_invoicing_list ARRAYREF
3147 Checks these arguements as valid input for the invoicing_list method. If there
3148 is an error, returns the error, otherwise returns false.
3152 sub check_invoicing_list {
3153 my( $self, $arrayref ) = @_;
3155 foreach my $address ( @$arrayref ) {
3157 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3158 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3161 my $cust_main_invoice = new FS::cust_main_invoice ( {
3162 'custnum' => $self->custnum,
3165 my $error = $self->custnum
3166 ? $cust_main_invoice->check
3167 : $cust_main_invoice->checkdest
3169 return $error if $error;
3173 return "Email address required"
3174 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3175 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3180 =item set_default_invoicing_list
3182 Sets the invoicing list to all accounts associated with this customer,
3183 overwriting any previous invoicing list.
3187 sub set_default_invoicing_list {
3189 $self->invoicing_list($self->all_emails);
3194 Returns the email addresses of all accounts provisioned for this customer.
3201 foreach my $cust_pkg ( $self->all_pkgs ) {
3202 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3204 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3205 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3207 $list{$_}=1 foreach map { $_->email } @svc_acct;
3212 =item invoicing_list_addpost
3214 Adds postal invoicing to this customer. If this customer is already configured
3215 to receive postal invoices, does nothing.
3219 sub invoicing_list_addpost {
3221 return if grep { $_ eq 'POST' } $self->invoicing_list;
3222 my @invoicing_list = $self->invoicing_list;
3223 push @invoicing_list, 'POST';
3224 $self->invoicing_list(\@invoicing_list);
3227 =item invoicing_list_emailonly
3229 Returns the list of email invoice recipients (invoicing_list without non-email
3230 destinations such as POST and FAX).
3234 sub invoicing_list_emailonly {
3236 warn "$me invoicing_list_emailonly called"
3238 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3241 =item invoicing_list_emailonly_scalar
3243 Returns the list of email invoice recipients (invoicing_list without non-email
3244 destinations such as POST and FAX) as a comma-separated scalar.
3248 sub invoicing_list_emailonly_scalar {
3250 warn "$me invoicing_list_emailonly_scalar called"
3252 join(', ', $self->invoicing_list_emailonly);
3255 =item referral_custnum_cust_main
3257 Returns the customer who referred this customer (or the empty string, if
3258 this customer was not referred).
3260 Note the difference with referral_cust_main method: This method,
3261 referral_custnum_cust_main returns the single customer (if any) who referred
3262 this customer, while referral_cust_main returns an array of customers referred
3267 sub referral_custnum_cust_main {
3269 return '' unless $self->referral_custnum;
3270 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3273 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3275 Returns an array of customers referred by this customer (referral_custnum set
3276 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3277 customers referred by customers referred by this customer and so on, inclusive.
3278 The default behavior is DEPTH 1 (no recursion).
3280 Note the difference with referral_custnum_cust_main method: This method,
3281 referral_cust_main, returns an array of customers referred BY this customer,
3282 while referral_custnum_cust_main returns the single customer (if any) who
3283 referred this customer.
3287 sub referral_cust_main {
3289 my $depth = @_ ? shift : 1;
3290 my $exclude = @_ ? shift : {};
3293 map { $exclude->{$_->custnum}++; $_; }
3294 grep { ! $exclude->{ $_->custnum } }
3295 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3299 map { $_->referral_cust_main($depth-1, $exclude) }
3306 =item referral_cust_main_ncancelled
3308 Same as referral_cust_main, except only returns customers with uncancelled
3313 sub referral_cust_main_ncancelled {
3315 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3318 =item referral_cust_pkg [ DEPTH ]
3320 Like referral_cust_main, except returns a flat list of all unsuspended (and
3321 uncancelled) packages for each customer. The number of items in this list may
3322 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3326 sub referral_cust_pkg {
3328 my $depth = @_ ? shift : 1;
3330 map { $_->unsuspended_pkgs }
3331 grep { $_->unsuspended_pkgs }
3332 $self->referral_cust_main($depth);
3335 =item referring_cust_main
3337 Returns the single cust_main record for the customer who referred this customer
3338 (referral_custnum), or false.
3342 sub referring_cust_main {
3344 return '' unless $self->referral_custnum;
3345 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3348 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3350 Applies a credit to this customer. If there is an error, returns the error,
3351 otherwise returns false.
3353 REASON can be a text string, an FS::reason object, or a scalar reference to
3354 a reasonnum. If a text string, it will be automatically inserted as a new
3355 reason, and a 'reason_type' option must be passed to indicate the
3356 FS::reason_type for the new reason.
3358 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3359 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3360 I<commission_pkgnum>.
3362 Any other options are passed to FS::cust_credit::insert.
3367 my( $self, $amount, $reason, %options ) = @_;
3369 my $cust_credit = new FS::cust_credit {
3370 'custnum' => $self->custnum,
3371 'amount' => $amount,
3374 if ( ref($reason) ) {
3376 if ( ref($reason) eq 'SCALAR' ) {
3377 $cust_credit->reasonnum( $$reason );
3379 $cust_credit->reasonnum( $reason->reasonnum );
3383 $cust_credit->set('reason', $reason)
3386 $cust_credit->$_( delete $options{$_} )
3387 foreach grep exists($options{$_}),
3388 qw( addlinfo eventnum ),
3389 map "commission_$_", qw( agentnum salesnum pkgnum );
3391 $cust_credit->insert(%options);
3395 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3397 Creates a one-time charge for this customer. If there is an error, returns
3398 the error, otherwise returns false.
3400 New-style, with a hashref of options:
3402 my $error = $cust_main->charge(
3406 'start_date' => str2time('7/4/2009'),
3407 'pkg' => 'Description',
3408 'comment' => 'Comment',
3409 'additional' => [], #extra invoice detail
3410 'classnum' => 1, #pkg_class
3412 'setuptax' => '', # or 'Y' for tax exempt
3414 'locationnum'=> 1234, # optional
3417 'taxclass' => 'Tax class',
3420 'taxproduct' => 2, #part_pkg_taxproduct
3421 'override' => {}, #XXX describe
3423 #will be filled in with the new object
3424 'cust_pkg_ref' => \$cust_pkg,
3426 #generate an invoice immediately
3428 'invoice_terms' => '', #with these terms
3434 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3440 my ( $amount, $quantity, $start_date, $classnum );
3441 my ( $pkg, $comment, $additional );
3442 my ( $setuptax, $taxclass ); #internal taxes
3443 my ( $taxproduct, $override ); #vendor (CCH) taxes
3445 my $cust_pkg_ref = '';
3446 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3448 if ( ref( $_[0] ) ) {
3449 $amount = $_[0]->{amount};
3450 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3451 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3452 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3453 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3454 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3455 : '$'. sprintf("%.2f",$amount);
3456 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3457 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3458 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3459 $additional = $_[0]->{additional} || [];
3460 $taxproduct = $_[0]->{taxproductnum};
3461 $override = { '' => $_[0]->{tax_override} };
3462 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3463 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3464 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3465 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3470 $pkg = @_ ? shift : 'One-time charge';
3471 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3473 $taxclass = @_ ? shift : '';
3477 local $SIG{HUP} = 'IGNORE';
3478 local $SIG{INT} = 'IGNORE';
3479 local $SIG{QUIT} = 'IGNORE';
3480 local $SIG{TERM} = 'IGNORE';
3481 local $SIG{TSTP} = 'IGNORE';
3482 local $SIG{PIPE} = 'IGNORE';
3484 my $oldAutoCommit = $FS::UID::AutoCommit;
3485 local $FS::UID::AutoCommit = 0;
3488 my $part_pkg = new FS::part_pkg ( {
3490 'comment' => $comment,
3494 'classnum' => ( $classnum ? $classnum : '' ),
3495 'setuptax' => $setuptax,
3496 'taxclass' => $taxclass,
3497 'taxproductnum' => $taxproduct,
3500 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3501 ( 0 .. @$additional - 1 )
3503 'additional_count' => scalar(@$additional),
3504 'setup_fee' => $amount,
3507 my $error = $part_pkg->insert( options => \%options,
3508 tax_overrides => $override,
3511 $dbh->rollback if $oldAutoCommit;
3515 my $pkgpart = $part_pkg->pkgpart;
3516 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3517 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3518 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3519 $error = $type_pkgs->insert;
3521 $dbh->rollback if $oldAutoCommit;
3526 my $cust_pkg = new FS::cust_pkg ( {
3527 'custnum' => $self->custnum,
3528 'pkgpart' => $pkgpart,
3529 'quantity' => $quantity,
3530 'start_date' => $start_date,
3531 'no_auto' => $no_auto,
3532 'locationnum'=> $locationnum,
3535 $error = $cust_pkg->insert;
3537 $dbh->rollback if $oldAutoCommit;
3539 } elsif ( $cust_pkg_ref ) {
3540 ${$cust_pkg_ref} = $cust_pkg;
3544 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3545 'pkg_list' => [ $cust_pkg ],
3548 $dbh->rollback if $oldAutoCommit;
3553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3558 #=item charge_postal_fee
3560 #Applies a one time charge this customer. If there is an error,
3561 #returns the error, returns the cust_pkg charge object or false
3562 #if there was no charge.
3566 # This should be a customer event. For that to work requires that bill
3567 # also be a customer event.
3569 sub charge_postal_fee {
3572 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3573 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3575 my $cust_pkg = new FS::cust_pkg ( {
3576 'custnum' => $self->custnum,
3577 'pkgpart' => $pkgpart,
3581 my $error = $cust_pkg->insert;
3582 $error ? $error : $cust_pkg;
3585 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3587 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3589 Optionally, a list or hashref of additional arguments to the qsearch call can
3596 my $opt = ref($_[0]) ? shift : { @_ };
3598 #return $self->num_cust_bill unless wantarray || keys %$opt;
3600 $opt->{'table'} = 'cust_bill';
3601 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3602 $opt->{'hashref'}{'custnum'} = $self->custnum;
3603 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3605 map { $_ } #behavior of sort undefined in scalar context
3606 sort { $a->_date <=> $b->_date }
3610 =item open_cust_bill
3612 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3617 sub open_cust_bill {
3621 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3627 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3629 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3633 sub legacy_cust_bill {
3636 #return $self->num_legacy_cust_bill unless wantarray;
3638 map { $_ } #behavior of sort undefined in scalar context
3639 sort { $a->_date <=> $b->_date }
3640 qsearch({ 'table' => 'legacy_cust_bill',
3641 'hashref' => { 'custnum' => $self->custnum, },
3642 'order_by' => 'ORDER BY _date ASC',
3646 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3648 Returns all the statements (see L<FS::cust_statement>) for this customer.
3650 Optionally, a list or hashref of additional arguments to the qsearch call can
3655 =item cust_bill_void
3657 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3661 sub cust_bill_void {
3664 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3665 sort { $a->_date <=> $b->_date }
3666 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3669 sub cust_statement {
3671 my $opt = ref($_[0]) ? shift : { @_ };
3673 #return $self->num_cust_statement unless wantarray || keys %$opt;
3675 $opt->{'table'} = 'cust_statement';
3676 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3677 $opt->{'hashref'}{'custnum'} = $self->custnum;
3678 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3680 map { $_ } #behavior of sort undefined in scalar context
3681 sort { $a->_date <=> $b->_date }
3685 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3687 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3689 Optionally, a list or hashref of additional arguments to the qsearch call can
3690 be passed following the SVCDB.
3697 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3698 warn "$me svc_x requires a svcdb";
3701 my $opt = ref($_[0]) ? shift : { @_ };
3703 $opt->{'table'} = $svcdb;
3704 $opt->{'addl_from'} =
3705 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3706 ($opt->{'addl_from'} || '');
3708 my $custnum = $self->custnum;
3709 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3710 my $where = "cust_pkg.custnum = $custnum";
3712 my $extra_sql = $opt->{'extra_sql'} || '';
3713 if ( keys %{ $opt->{'hashref'} } ) {
3714 $extra_sql = " AND $where $extra_sql";
3717 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3718 $extra_sql = "WHERE $where AND $1";
3721 $extra_sql = "WHERE $where $extra_sql";
3724 $opt->{'extra_sql'} = $extra_sql;
3729 # required for use as an eventtable;
3732 $self->svc_x('svc_acct', @_);
3737 Returns all the credits (see L<FS::cust_credit>) for this customer.
3743 map { $_ } #return $self->num_cust_credit unless wantarray;
3744 sort { $a->_date <=> $b->_date }
3745 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3748 =item cust_credit_pkgnum
3750 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3751 package when using experimental package balances.
3755 sub cust_credit_pkgnum {
3756 my( $self, $pkgnum ) = @_;
3757 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3758 sort { $a->_date <=> $b->_date }
3759 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3760 'pkgnum' => $pkgnum,
3765 =item cust_credit_void
3767 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3771 sub cust_credit_void {
3774 sort { $a->_date <=> $b->_date }
3775 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3780 Returns all the payments (see L<FS::cust_pay>) for this customer.
3786 my $opt = ref($_[0]) ? shift : { @_ };
3788 return $self->num_cust_pay unless wantarray || keys %$opt;
3790 $opt->{'table'} = 'cust_pay';
3791 $opt->{'hashref'}{'custnum'} = $self->custnum;
3793 map { $_ } #behavior of sort undefined in scalar context
3794 sort { $a->_date <=> $b->_date }
3801 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3802 called automatically when the cust_pay method is used in a scalar context.
3808 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3809 my $sth = dbh->prepare($sql) or die dbh->errstr;
3810 $sth->execute($self->custnum) or die $sth->errstr;
3811 $sth->fetchrow_arrayref->[0];
3814 =item unapplied_cust_pay
3816 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3820 sub unapplied_cust_pay {
3824 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3830 =item cust_pay_pkgnum
3832 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3833 package when using experimental package balances.
3837 sub cust_pay_pkgnum {
3838 my( $self, $pkgnum ) = @_;
3839 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3840 sort { $a->_date <=> $b->_date }
3841 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3842 'pkgnum' => $pkgnum,
3849 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3855 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3856 sort { $a->_date <=> $b->_date }
3857 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3860 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3862 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3864 Optionally, a list or hashref of additional arguments to the qsearch call can
3869 sub cust_pay_batch {
3871 my $opt = ref($_[0]) ? shift : { @_ };
3873 #return $self->num_cust_statement unless wantarray || keys %$opt;
3875 $opt->{'table'} = 'cust_pay_batch';
3876 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3877 $opt->{'hashref'}{'custnum'} = $self->custnum;
3878 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3880 map { $_ } #behavior of sort undefined in scalar context
3881 sort { $a->paybatchnum <=> $b->paybatchnum }
3885 =item cust_pay_pending
3887 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3888 (without status "done").
3892 sub cust_pay_pending {
3894 return $self->num_cust_pay_pending unless wantarray;
3895 sort { $a->_date <=> $b->_date }
3896 qsearch( 'cust_pay_pending', {
3897 'custnum' => $self->custnum,
3898 'status' => { op=>'!=', value=>'done' },
3903 =item cust_pay_pending_attempt
3905 Returns all payment attempts / declined payments for this customer, as pending
3906 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3907 a corresponding payment (see L<FS::cust_pay>).
3911 sub cust_pay_pending_attempt {
3913 return $self->num_cust_pay_pending_attempt unless wantarray;
3914 sort { $a->_date <=> $b->_date }
3915 qsearch( 'cust_pay_pending', {
3916 'custnum' => $self->custnum,
3923 =item num_cust_pay_pending
3925 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3926 customer (without status "done"). Also called automatically when the
3927 cust_pay_pending method is used in a scalar context.
3931 sub num_cust_pay_pending {
3934 " SELECT COUNT(*) FROM cust_pay_pending ".
3935 " WHERE custnum = ? AND status != 'done' ",
3940 =item num_cust_pay_pending_attempt
3942 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3943 customer, with status "done" but without a corresp. Also called automatically when the
3944 cust_pay_pending method is used in a scalar context.
3948 sub num_cust_pay_pending_attempt {
3951 " SELECT COUNT(*) FROM cust_pay_pending ".
3952 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3959 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3965 map { $_ } #return $self->num_cust_refund unless wantarray;
3966 sort { $a->_date <=> $b->_date }
3967 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3970 =item display_custnum
3972 Returns the displayed customer number for this customer: agent_custid if
3973 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3977 sub display_custnum {
3980 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3981 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3982 if ( $special eq 'CoStAg' ) {
3983 $prefix = uc( join('',
3985 ($self->state =~ /^(..)/),
3986 $prefix || ($self->agent->agent =~ /^(..)/)
3989 elsif ( $special eq 'CoStCl' ) {
3990 $prefix = uc( join('',
3992 ($self->state =~ /^(..)/),
3993 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3996 # add any others here if needed
3999 my $length = $conf->config('cust_main-custnum-display_length');
4000 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
4001 return $self->agent_custid;
4002 } elsif ( $prefix ) {
4003 $length = 8 if !defined($length);
4005 sprintf('%0'.$length.'d', $self->custnum)
4006 } elsif ( $length ) {
4007 return sprintf('%0'.$length.'d', $self->custnum);
4009 return $self->custnum;
4015 Returns a name string for this customer, either "Company (Last, First)" or
4022 my $name = $self->contact;
4023 $name = $self->company. " ($name)" if $self->company;
4027 =item service_contact
4029 Returns the L<FS::contact> object for this customer that has the 'Service'
4030 contact class, or undef if there is no such contact. Deprecated; don't use
4035 sub service_contact {
4037 if ( !exists($self->{service_contact}) ) {
4038 my $classnum = $self->scalar_sql(
4039 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4040 ) || 0; #if it's zero, qsearchs will return nothing
4041 $self->{service_contact} = qsearchs('contact', {
4042 'classnum' => $classnum, 'custnum' => $self->custnum
4045 $self->{service_contact};
4050 Returns a name string for this (service/shipping) contact, either
4051 "Company (Last, First)" or "Last, First".
4058 my $name = $self->ship_contact;
4059 $name = $self->company. " ($name)" if $self->company;
4065 Returns a name string for this customer, either "Company" or "First Last".
4071 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4074 =item ship_name_short
4076 Returns a name string for this (service/shipping) contact, either "Company"
4081 sub ship_name_short {
4083 $self->service_contact
4084 ? $self->ship_contact_firstlast
4090 Returns this customer's full (billing) contact name only, "Last, First"
4096 $self->get('last'). ', '. $self->first;
4101 Returns this customer's full (shipping) contact name only, "Last, First"
4107 my $contact = $self->service_contact || $self;
4108 $contact->get('last') . ', ' . $contact->get('first');
4111 =item contact_firstlast
4113 Returns this customers full (billing) contact name only, "First Last".
4117 sub contact_firstlast {
4119 $self->first. ' '. $self->get('last');
4122 =item ship_contact_firstlast
4124 Returns this customer's full (shipping) contact name only, "First Last".
4128 sub ship_contact_firstlast {
4130 my $contact = $self->service_contact || $self;
4131 $contact->get('first') . ' '. $contact->get('last');
4134 #XXX this doesn't work in 3.x+
4137 #Returns this customer's full country name
4143 # code2country($self->country);
4146 sub bill_country_full {
4148 code2country($self->bill_location->country);
4151 sub ship_country_full {
4153 code2country($self->ship_location->country);
4156 =item county_state_county [ PREFIX ]
4158 Returns a string consisting of just the county, state and country.
4162 sub county_state_country {
4165 if ( @_ && $_[0] && $self->has_ship_address ) {
4166 $locationnum = $self->ship_locationnum;
4168 $locationnum = $self->bill_locationnum;
4170 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4171 $cust_location->county_state_country;
4174 =item geocode DATA_VENDOR
4176 Returns a value for the customer location as encoded by DATA_VENDOR.
4177 Currently this only makes sense for "CCH" as DATA_VENDOR.
4185 Returns a status string for this customer, currently:
4189 =item prospect - No packages have ever been ordered
4191 =item ordered - Recurring packages all are new (not yet billed).
4193 =item active - One or more recurring packages is active
4195 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4197 =item suspended - All non-cancelled recurring packages are suspended
4199 =item cancelled - All recurring packages are cancelled
4203 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4204 cust_main-status_module configuration option.
4208 sub status { shift->cust_status(@_); }
4212 for my $status ( FS::cust_main->statuses() ) {
4213 my $method = $status.'_sql';
4214 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4215 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4216 $sth->execute( ($self->custnum) x $numnum )
4217 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4218 return $status if $sth->fetchrow_arrayref->[0];
4222 =item ucfirst_cust_status
4224 =item ucfirst_status
4226 Returns the status with the first character capitalized.
4230 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4232 sub ucfirst_cust_status {
4234 ucfirst($self->cust_status);
4239 Returns a hex triplet color string for this customer's status.
4243 sub statuscolor { shift->cust_statuscolor(@_); }
4245 sub cust_statuscolor {
4247 __PACKAGE__->statuscolors->{$self->cust_status};
4250 =item tickets [ STATUS ]
4252 Returns an array of hashes representing the customer's RT tickets.
4254 An optional status (or arrayref or hashref of statuses) may be specified.
4260 my $status = ( @_ && $_[0] ) ? shift : '';
4262 my $num = $conf->config('cust_main-max_tickets') || 10;
4265 if ( $conf->config('ticket_system') ) {
4266 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4268 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4277 foreach my $priority (
4278 $conf->config('ticket_system-custom_priority_field-values'), ''
4280 last if scalar(@tickets) >= $num;
4282 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4283 $num - scalar(@tickets),
4294 # Return services representing svc_accts in customer support packages
4295 sub support_services {
4297 my %packages = map { $_ => 1 } $conf->config('support_packages');
4299 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4300 grep { $_->part_svc->svcdb eq 'svc_acct' }
4301 map { $_->cust_svc }
4302 grep { exists $packages{ $_->pkgpart } }
4303 $self->ncancelled_pkgs;
4307 # Return a list of latitude/longitude for one of the services (if any)
4308 sub service_coordinates {
4312 grep { $_->latitude && $_->longitude }
4314 map { $_->cust_svc }
4315 $self->ncancelled_pkgs;
4317 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4322 Returns a masked version of the named field
4327 my ($self,$field) = @_;
4331 'x'x(length($self->getfield($field))-4).
4332 substr($self->getfield($field), (length($self->getfield($field))-4));
4338 =head1 CLASS METHODS
4344 Class method that returns the list of possible status strings for customers
4345 (see L<the status method|/status>). For example:
4347 @statuses = FS::cust_main->statuses();
4353 keys %{ $self->statuscolors };
4356 =item cust_status_sql
4358 Returns an SQL fragment to determine the status of a cust_main record, as a
4363 sub cust_status_sql {
4365 for my $status ( FS::cust_main->statuses() ) {
4366 my $method = $status.'_sql';
4367 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4376 Returns an SQL expression identifying prospective cust_main records (customers
4377 with no packages ever ordered)
4381 use vars qw($select_count_pkgs);
4382 $select_count_pkgs =
4383 "SELECT COUNT(*) FROM cust_pkg
4384 WHERE cust_pkg.custnum = cust_main.custnum";
4386 sub select_count_pkgs_sql {
4391 " 0 = ( $select_count_pkgs ) ";
4396 Returns an SQL expression identifying ordered cust_main records (customers with
4397 no active packages, but recurring packages not yet setup or one time charges
4403 FS::cust_main->none_active_sql.
4404 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4409 Returns an SQL expression identifying active cust_main records (customers with
4410 active recurring packages).
4415 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4418 =item none_active_sql
4420 Returns an SQL expression identifying cust_main records with no active
4421 recurring packages. This includes customers of status prospect, ordered,
4422 inactive, and suspended.
4426 sub none_active_sql {
4427 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4432 Returns an SQL expression identifying inactive cust_main records (customers with
4433 no active recurring packages, but otherwise unsuspended/uncancelled).
4438 FS::cust_main->none_active_sql.
4439 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4445 Returns an SQL expression identifying suspended cust_main records.
4450 sub suspended_sql { susp_sql(@_); }
4452 FS::cust_main->none_active_sql.
4453 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4459 Returns an SQL expression identifying cancelled cust_main records.
4463 sub cancel_sql { shift->cancelled_sql(@_); }
4466 =item uncancelled_sql
4468 Returns an SQL expression identifying un-cancelled cust_main records.
4472 sub uncancelled_sql { uncancel_sql(@_); }
4473 sub uncancel_sql { "
4474 ( 0 < ( $select_count_pkgs
4475 AND ( cust_pkg.cancel IS NULL
4476 OR cust_pkg.cancel = 0
4479 OR 0 = ( $select_count_pkgs )
4485 Returns an SQL fragment to retreive the balance.
4490 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4491 WHERE cust_bill.custnum = cust_main.custnum )
4492 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4493 WHERE cust_pay.custnum = cust_main.custnum )
4494 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4495 WHERE cust_credit.custnum = cust_main.custnum )
4496 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4497 WHERE cust_refund.custnum = cust_main.custnum )
4500 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4502 Returns an SQL fragment to retreive the balance for this customer, optionally
4503 considering invoices with date earlier than START_TIME, and not
4504 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4505 total_unapplied_payments).
4507 Times are specified as SQL fragments or numeric
4508 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4509 L<Date::Parse> for conversion functions. The empty string can be passed
4510 to disable that time constraint completely.
4512 Available options are:
4516 =item unapplied_date
4518 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)
4523 set to true to remove all customer comparison clauses, for totals
4528 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4533 JOIN clause (typically used with the total option)
4537 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4538 time will be ignored. Note that START_TIME and END_TIME only limit the date
4539 range for invoices and I<unapplied> payments, credits, and refunds.
4545 sub balance_date_sql {
4546 my( $class, $start, $end, %opt ) = @_;
4548 my $cutoff = $opt{'cutoff'};
4550 my $owed = FS::cust_bill->owed_sql($cutoff);
4551 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4552 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4553 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4555 my $j = $opt{'join'} || '';
4557 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4558 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4559 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4560 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4562 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4563 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4564 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4565 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4570 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4572 Returns an SQL fragment to retreive the total unapplied payments for this
4573 customer, only considering payments with date earlier than START_TIME, and
4574 optionally not later than END_TIME.
4576 Times are specified as SQL fragments or numeric
4577 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4578 L<Date::Parse> for conversion functions. The empty string can be passed
4579 to disable that time constraint completely.
4581 Available options are:
4585 sub unapplied_payments_date_sql {
4586 my( $class, $start, $end, %opt ) = @_;
4588 my $cutoff = $opt{'cutoff'};
4590 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4592 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4593 'unapplied_date'=>1 );
4595 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4598 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4600 Helper method for balance_date_sql; name (and usage) subject to change
4601 (suggestions welcome).
4603 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4604 cust_refund, cust_credit or cust_pay).
4606 If TABLE is "cust_bill" or the unapplied_date option is true, only
4607 considers records with date earlier than START_TIME, and optionally not
4608 later than END_TIME .
4612 sub _money_table_where {
4613 my( $class, $table, $start, $end, %opt ) = @_;
4616 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4617 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4618 push @where, "$table._date <= $start" if defined($start) && length($start);
4619 push @where, "$table._date > $end" if defined($end) && length($end);
4621 push @where, @{$opt{'where'}} if $opt{'where'};
4622 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4628 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4629 use FS::cust_main::Search;
4632 FS::cust_main::Search->search(@_);
4641 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4643 Deprecated. Use event notification and message templates
4644 (L<FS::msg_template>) instead.
4646 Sends a templated email notification to the customer (see L<Text::Template>).
4648 OPTIONS is a hash and may include
4650 I<from> - the email sender (default is invoice_from)
4652 I<to> - comma-separated scalar or arrayref of recipients
4653 (default is invoicing_list)
4655 I<subject> - The subject line of the sent email notification
4656 (default is "Notice from company_name")
4658 I<extra_fields> - a hashref of name/value pairs which will be substituted
4661 The following variables are vavailable in the template.
4663 I<$first> - the customer first name
4664 I<$last> - the customer last name
4665 I<$company> - the customer company
4666 I<$payby> - a description of the method of payment for the customer
4667 # would be nice to use FS::payby::shortname
4668 I<$payinfo> - the account information used to collect for this customer
4669 I<$expdate> - the expiration of the customer payment in seconds from epoch
4674 my ($self, $template, %options) = @_;
4676 return unless $conf->exists($template);
4678 my $from = $conf->config('invoice_from', $self->agentnum)
4679 if $conf->exists('invoice_from', $self->agentnum);
4680 $from = $options{from} if exists($options{from});
4682 my $to = join(',', $self->invoicing_list_emailonly);
4683 $to = $options{to} if exists($options{to});
4685 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4686 if $conf->exists('company_name', $self->agentnum);
4687 $subject = $options{subject} if exists($options{subject});
4689 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4690 SOURCE => [ map "$_\n",
4691 $conf->config($template)]
4693 or die "can't create new Text::Template object: Text::Template::ERROR";
4694 $notify_template->compile()
4695 or die "can't compile template: Text::Template::ERROR";
4697 $FS::notify_template::_template::company_name =
4698 $conf->config('company_name', $self->agentnum);
4699 $FS::notify_template::_template::company_address =
4700 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4702 my $paydate = $self->paydate || '2037-12-31';
4703 $FS::notify_template::_template::first = $self->first;
4704 $FS::notify_template::_template::last = $self->last;
4705 $FS::notify_template::_template::company = $self->company;
4706 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4707 my $payby = $self->payby;
4708 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4709 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4711 #credit cards expire at the end of the month/year of their exp date
4712 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4713 $FS::notify_template::_template::payby = 'credit card';
4714 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4715 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4717 }elsif ($payby eq 'COMP') {
4718 $FS::notify_template::_template::payby = 'complimentary account';
4720 $FS::notify_template::_template::payby = 'current method';
4722 $FS::notify_template::_template::expdate = $expire_time;
4724 for (keys %{$options{extra_fields}}){
4726 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4729 send_email(from => $from,
4731 subject => $subject,
4732 body => $notify_template->fill_in( PACKAGE =>
4733 'FS::notify_template::_template' ),
4738 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4740 Generates a templated notification to the customer (see L<Text::Template>).
4742 OPTIONS is a hash and may include
4744 I<extra_fields> - a hashref of name/value pairs which will be substituted
4745 into the template. These values may override values mentioned below
4746 and those from the customer record.
4748 The following variables are available in the template instead of or in addition
4749 to the fields of the customer record.
4751 I<$payby> - a description of the method of payment for the customer
4752 # would be nice to use FS::payby::shortname
4753 I<$payinfo> - the masked account information used to collect for this customer
4754 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4755 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4759 # a lot like cust_bill::print_latex
4760 sub generate_letter {
4761 my ($self, $template, %options) = @_;
4763 return unless $conf->exists($template);
4765 my $letter_template = new Text::Template
4767 SOURCE => [ map "$_\n", $conf->config($template)],
4768 DELIMITERS => [ '[@--', '--@]' ],
4770 or die "can't create new Text::Template object: Text::Template::ERROR";
4772 $letter_template->compile()
4773 or die "can't compile template: Text::Template::ERROR";
4775 my %letter_data = map { $_ => $self->$_ } $self->fields;
4776 $letter_data{payinfo} = $self->mask_payinfo;
4778 #my $paydate = $self->paydate || '2037-12-31';
4779 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4781 my $payby = $self->payby;
4782 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4783 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4785 #credit cards expire at the end of the month/year of their exp date
4786 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4787 $letter_data{payby} = 'credit card';
4788 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4789 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4791 }elsif ($payby eq 'COMP') {
4792 $letter_data{payby} = 'complimentary account';
4794 $letter_data{payby} = 'current method';
4796 $letter_data{expdate} = $expire_time;
4798 for (keys %{$options{extra_fields}}){
4799 $letter_data{$_} = $options{extra_fields}->{$_};
4802 unless(exists($letter_data{returnaddress})){
4803 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4804 $self->agent_template)
4806 if ( length($retadd) ) {
4807 $letter_data{returnaddress} = $retadd;
4808 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4809 $letter_data{returnaddress} =
4810 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4814 ( $conf->config('company_name', $self->agentnum),
4815 $conf->config('company_address', $self->agentnum),
4819 $letter_data{returnaddress} = '~';
4823 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4825 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4827 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4829 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4833 ) or die "can't open temp file: $!\n";
4834 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4835 or die "can't write temp file: $!\n";
4837 $letter_data{'logo_file'} = $lh->filename;
4839 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4843 ) or die "can't open temp file: $!\n";
4845 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4847 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4848 return ($1, $letter_data{'logo_file'});
4852 =item print_ps TEMPLATE
4854 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4860 my($file, $lfile) = $self->generate_letter(@_);
4861 my $ps = FS::Misc::generate_ps($file);
4862 unlink($file.'.tex');
4868 =item print TEMPLATE
4870 Prints the filled in template.
4872 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4876 sub queueable_print {
4879 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4880 or die "invalid customer number: " . $opt{custnum};
4882 my $error = $self->print( { 'template' => $opt{template} } );
4883 die $error if $error;
4887 my ($self, $template) = (shift, shift);
4889 [ $self->print_ps($template) ],
4890 'agentnum' => $self->agentnum,
4894 #these three subs should just go away once agent stuff is all config overrides
4896 sub agent_template {
4898 $self->_agent_plandata('agent_templatename');
4901 sub agent_invoice_from {
4903 $self->_agent_plandata('agent_invoice_from');
4906 sub _agent_plandata {
4907 my( $self, $option ) = @_;
4909 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4910 #agent-specific Conf
4912 use FS::part_event::Condition;
4914 my $agentnum = $self->agentnum;
4916 my $regexp = regexp_sql();
4918 my $part_event_option =
4920 'select' => 'part_event_option.*',
4921 'table' => 'part_event_option',
4923 LEFT JOIN part_event USING ( eventpart )
4924 LEFT JOIN part_event_option AS peo_agentnum
4925 ON ( part_event.eventpart = peo_agentnum.eventpart
4926 AND peo_agentnum.optionname = 'agentnum'
4927 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4929 LEFT JOIN part_event_condition
4930 ON ( part_event.eventpart = part_event_condition.eventpart
4931 AND part_event_condition.conditionname = 'cust_bill_age'
4933 LEFT JOIN part_event_condition_option
4934 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4935 AND part_event_condition_option.optionname = 'age'
4938 #'hashref' => { 'optionname' => $option },
4939 #'hashref' => { 'part_event_option.optionname' => $option },
4941 " WHERE part_event_option.optionname = ". dbh->quote($option).
4942 " AND action = 'cust_bill_send_agent' ".
4943 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4944 " AND peo_agentnum.optionname = 'agentnum' ".
4945 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4947 CASE WHEN part_event_condition_option.optionname IS NULL
4949 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4951 , part_event.weight".
4955 unless ( $part_event_option ) {
4956 return $self->agent->invoice_template || ''
4957 if $option eq 'agent_templatename';
4961 $part_event_option->optionvalue;
4965 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
4967 Subroutine (not a method), designed to be called from the queue.
4969 Takes a list of options and values.
4971 Pulls up the customer record via the custnum option and calls bill_and_collect.
4976 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
4978 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
4979 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
4981 #without this errors don't get rolled back
4982 $args{'fatal'} = 1; # runs from job queue, will be caught
4984 $cust_main->bill_and_collect( %args );
4987 sub process_bill_and_collect {
4989 my $param = thaw(decode_base64(shift));
4990 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
4991 or die "custnum '$param->{custnum}' not found!\n";
4992 $param->{'job'} = $job;
4993 $param->{'fatal'} = 1; # runs from job queue, will be caught
4994 $param->{'retry'} = 1;
4996 $cust_main->bill_and_collect( %$param );
4999 #starting to take quite a while for big dbs
5000 # (JRNL: journaled so it only happens once per database)
5001 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5002 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5003 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5004 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5005 # JRNL leading/trailing spaces in first, last, company
5006 # JRNL migrate to cust_payby
5007 # - otaker upgrade? journal and call it good? (double check to make sure
5008 # we're not still setting otaker here)
5010 #only going to get worse with new location stuff...
5012 sub _upgrade_data { #class method
5013 my ($class, %opts) = @_;
5016 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5019 #this seems to be the only expensive one.. why does it take so long?
5020 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5022 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5023 FS::upgrade_journal->set_done('cust_main__signupdate');
5026 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5028 # fix yyyy-m-dd formatted paydates
5029 if ( driver_name =~ /^mysql/i ) {
5031 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5032 } else { # the SQL standard
5034 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5036 FS::upgrade_journal->set_done('cust_main__paydate');
5039 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5041 push @statements, #fix the weird BILL with a cc# in payinfo problem
5043 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5045 FS::upgrade_journal->set_done('cust_main__payinfo');
5050 foreach my $sql ( @statements ) {
5051 my $sth = dbh->prepare($sql) or die dbh->errstr;
5052 $sth->execute or die $sth->errstr;
5053 #warn ( (time - $t). " seconds\n" );
5057 local($ignore_expired_card) = 1;
5058 local($ignore_banned_card) = 1;
5059 local($skip_fuzzyfiles) = 1;
5060 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5062 FS::cust_main::Location->_upgrade_data(%opts);
5064 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5066 foreach my $cust_main ( qsearch({
5067 'table' => 'cust_main',
5069 'extra_sql' => 'WHERE '.
5071 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5072 qw( first last company )
5075 my $error = $cust_main->replace;
5076 die $error if $error;
5079 FS::upgrade_journal->set_done('cust_main__trimspaces');
5083 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5085 #we don't want to decrypt them, just stuff them as-is into cust_payby
5086 local(@encrypted_fields) = ();
5088 local($FS::cust_payby::ignore_expired_card) = 1;
5089 local($FS::cust_payby::ignore_banned_card) = 1;
5091 my @payfields = qw( payby payinfo paycvv paymask
5092 paydate paystart_month paystart_year payissue
5093 payname paystate paytype payip
5096 my $search = new FS::Cursor {
5097 'table' => 'cust_main',
5098 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5101 while (my $cust_main = $search->fetch) {
5103 my $cust_payby = new FS::cust_payby {
5104 'custnum' => $cust_main->custnum,
5106 map { $_ => $cust_main->$_(); } @payfields
5109 my $error = $cust_payby->insert;
5110 die $error if $error;
5112 $cust_main->setfield($_, '') foreach @payfields;
5113 $error = $cust_main->replace;
5114 die $error if $error;
5118 FS::upgrade_journal->set_done('cust_main__cust_payby');
5121 $class->_upgrade_otaker(%opts);
5131 The delete method should possibly take an FS::cust_main object reference
5132 instead of a scalar customer number.
5134 Bill and collect options should probably be passed as references instead of a
5137 There should probably be a configuration file with a list of allowed credit
5140 No multiple currency support (probably a larger project than just this module).
5142 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5144 Birthdates rely on negative epoch values.
5146 The payby for card/check batches is broken. With mixed batching, bad
5149 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5153 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5154 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5155 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.