4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
25 use FS::UID qw( getotaker dbh );
26 use FS::Record qw( qsearchs qsearch dbdef );
27 use FS::Misc qw( send_email generate_ps do_print );
28 use FS::Msgcat qw(gettext);
32 use FS::cust_bill_pkg;
34 use FS::cust_pay_void;
37 use FS::part_referral;
38 use FS::cust_main_county;
40 use FS::cust_main_invoice;
41 use FS::cust_credit_bill;
42 use FS::cust_bill_pay;
43 use FS::prepay_credit;
46 use FS::part_bill_event qw(due_events);
47 use FS::cust_bill_event;
48 use FS::cust_tax_exempt;
49 use FS::cust_tax_exempt_pkg;
51 use FS::payment_gateway;
52 use FS::agent_payment_gateway;
54 use FS::payinfo_Mixin;
56 @ISA = qw( FS::Record FS::payinfo_Mixin );
58 @EXPORT_OK = qw( smart_search );
60 $realtime_bop_decline_quiet = 0;
62 # 1 is mostly method/subroutine entry and options
63 # 2 traces progress of some operations
64 # 3 is even more information including possibly sensitive data
66 $me = '[FS::cust_main]';
70 $ignore_expired_card = 0;
72 @encrypted_fields = ('payinfo', 'paycvv');
73 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
75 #ask FS::UID to run this stuff for us later
76 #$FS::UID::callback{'FS::cust_main'} = sub {
77 install_callback FS::UID sub {
79 #yes, need it for stuff below (prolly should be cached)
84 my ( $hashref, $cache ) = @_;
85 if ( exists $hashref->{'pkgnum'} ) {
86 #@{ $self->{'_pkgnum'} } = ();
87 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
88 $self->{'_pkgnum'} = $subcache;
89 #push @{ $self->{'_pkgnum'} },
90 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
96 FS::cust_main - Object methods for cust_main records
102 $record = new FS::cust_main \%hash;
103 $record = new FS::cust_main { 'column' => 'value' };
105 $error = $record->insert;
107 $error = $new_record->replace($old_record);
109 $error = $record->delete;
111 $error = $record->check;
113 @cust_pkg = $record->all_pkgs;
115 @cust_pkg = $record->ncancelled_pkgs;
117 @cust_pkg = $record->suspended_pkgs;
119 $error = $record->bill;
120 $error = $record->bill %options;
121 $error = $record->bill 'time' => $time;
123 $error = $record->collect;
124 $error = $record->collect %options;
125 $error = $record->collect 'invoice_time' => $time,
130 An FS::cust_main object represents a customer. FS::cust_main inherits from
131 FS::Record. The following fields are currently supported:
135 =item custnum - primary key (assigned automatically for new customers)
137 =item agentnum - agent (see L<FS::agent>)
139 =item refnum - Advertising source (see L<FS::part_referral>)
145 =item ss - social security number (optional)
147 =item company - (optional)
151 =item address2 - (optional)
155 =item county - (optional, see L<FS::cust_main_county>)
157 =item state - (see L<FS::cust_main_county>)
161 =item country - (see L<FS::cust_main_county>)
163 =item daytime - phone (optional)
165 =item night - phone (optional)
167 =item fax - phone (optional)
169 =item ship_first - name
171 =item ship_last - name
173 =item ship_company - (optional)
177 =item ship_address2 - (optional)
181 =item ship_county - (optional, see L<FS::cust_main_county>)
183 =item ship_state - (see L<FS::cust_main_county>)
187 =item ship_country - (see L<FS::cust_main_county>)
189 =item ship_daytime - phone (optional)
191 =item ship_night - phone (optional)
193 =item ship_fax - phone (optional)
195 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
197 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
199 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
203 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
205 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
207 =item paystart_month - start date month (maestro/solo cards only)
209 =item paystart_year - start date year (maestro/solo cards only)
211 =item payissue - issue number (maestro/solo cards only)
213 =item payname - name on card or billing name
215 =item payip - IP address from which payment information was received
217 =item tax - tax exempt, empty or `Y'
219 =item otaker - order taker (assigned automatically, see L<FS::UID>)
221 =item comments - comments (optional)
223 =item referral_custnum - referring customer number
225 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
235 Creates a new customer. To add the customer to the database, see L<"insert">.
237 Note that this stores the hash reference, not a distinct copy of the hash it
238 points to. You can ask the object for a copy with the I<hash> method.
242 sub table { 'cust_main'; }
244 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
246 Adds this customer to the database. If there is an error, returns the error,
247 otherwise returns false.
249 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
250 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
251 are inserted atomicly, or the transaction is rolled back. Passing an empty
252 hash reference is equivalent to not supplying this parameter. There should be
253 a better explanation of this, but until then, here's an example:
256 tie %hash, 'Tie::RefHash'; #this part is important
258 $cust_pkg => [ $svc_acct ],
261 $cust_main->insert( \%hash );
263 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
264 be set as the invoicing list (see L<"invoicing_list">). Errors return as
265 expected and rollback the entire transaction; it is not necessary to call
266 check_invoicing_list first. The invoicing_list is set after the records in the
267 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
268 invoicing_list destination to the newly-created svc_acct. Here's an example:
270 $cust_main->insert( {}, [ $email, 'POST' ] );
272 Currently available options are: I<depend_jobnum> and I<noexport>.
274 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
275 on the supplied jobnum (they will not run until the specific job completes).
276 This can be used to defer provisioning until some action completes (such
277 as running the customer's credit card successfully).
279 The I<noexport> option is deprecated. If I<noexport> is set true, no
280 provisioning jobs (exports) are scheduled. (You can schedule them later with
281 the B<reexport> method.)
287 my $cust_pkgs = @_ ? shift : {};
288 my $invoicing_list = @_ ? shift : '';
290 warn "$me insert called with options ".
291 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
294 local $SIG{HUP} = 'IGNORE';
295 local $SIG{INT} = 'IGNORE';
296 local $SIG{QUIT} = 'IGNORE';
297 local $SIG{TERM} = 'IGNORE';
298 local $SIG{TSTP} = 'IGNORE';
299 local $SIG{PIPE} = 'IGNORE';
301 my $oldAutoCommit = $FS::UID::AutoCommit;
302 local $FS::UID::AutoCommit = 0;
305 my $prepay_identifier = '';
306 my( $amount, $seconds ) = ( 0, 0 );
308 if ( $self->payby eq 'PREPAY' ) {
310 $self->payby('BILL');
311 $prepay_identifier = $self->payinfo;
314 warn " looking up prepaid card $prepay_identifier\n"
317 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
319 $dbh->rollback if $oldAutoCommit;
320 #return "error applying prepaid card (transaction rolled back): $error";
324 $payby = 'PREP' if $amount;
326 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
329 $self->payby('BILL');
330 $amount = $self->paid;
334 warn " inserting $self\n"
337 $self->signupdate(time) unless $self->signupdate;
339 my $error = $self->SUPER::insert;
341 $dbh->rollback if $oldAutoCommit;
342 #return "inserting cust_main record (transaction rolled back): $error";
346 warn " setting invoicing list\n"
349 if ( $invoicing_list ) {
350 $error = $self->check_invoicing_list( $invoicing_list );
352 $dbh->rollback if $oldAutoCommit;
353 return "checking invoicing_list (transaction rolled back): $error";
355 $self->invoicing_list( $invoicing_list );
358 if ( $conf->config('cust_main-skeleton_tables')
359 && $conf->config('cust_main-skeleton_custnum') ) {
361 warn " inserting skeleton records\n"
364 my $error = $self->start_copy_skel;
366 $dbh->rollback if $oldAutoCommit;
372 warn " ordering packages\n"
375 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
377 $dbh->rollback if $oldAutoCommit;
382 $dbh->rollback if $oldAutoCommit;
383 return "No svc_acct record to apply pre-paid time";
387 warn " inserting initial $payby payment of $amount\n"
389 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
391 $dbh->rollback if $oldAutoCommit;
392 return "inserting payment (transaction rolled back): $error";
396 unless ( $import || $skip_fuzzyfiles ) {
397 warn " queueing fuzzyfiles update\n"
399 $error = $self->queue_fuzzyfiles_update;
401 $dbh->rollback if $oldAutoCommit;
402 return "updating fuzzy search cache: $error";
406 warn " insert complete; committing transaction\n"
409 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
414 sub start_copy_skel {
417 #'mg_user_preference' => {},
418 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
419 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
420 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
421 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
422 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
425 _copy_skel( 'cust_main', #tablename
426 $conf->config('cust_main-skeleton_custnum'), #sourceid
427 $self->custnum, #destid
428 @tables, #child tables
432 #recursive subroutine, not a method
434 my( $table, $sourceid, $destid, %child_tables ) = @_;
437 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
438 ( $table, $primary_key ) = ( $1, $2 );
440 my $dbdef_table = dbdef->table($table);
441 $primary_key = $dbdef_table->primary_key
442 or return "$table has no primary key".
443 " (or do you need to run dbdef-create?)";
446 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
447 join (', ', keys %child_tables). "\n"
450 foreach my $child_table_def ( keys %child_tables ) {
454 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
455 ( $child_table, $child_pkey ) = ( $1, $2 );
457 $child_table = $child_table_def;
459 $child_pkey = dbdef->table($child_table)->primary_key;
460 # or return "$table has no primary key".
461 # " (or do you need to run dbdef-create?)\n";
465 if ( keys %{ $child_tables{$child_table_def} } ) {
467 return "$child_table has no primary key".
468 " (run dbdef-create or try specifying it?)\n"
471 #false laziness w/Record::insert and only works on Pg
472 #refactor the proper last-inserted-id stuff out of Record::insert if this
473 # ever gets use for anything besides a quick kludge for one customer
474 my $default = dbdef->table($child_table)->column($child_pkey)->default;
475 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
476 or return "can't parse $child_table.$child_pkey default value ".
477 " for sequence name: $default";
482 my @sel_columns = grep { $_ ne $primary_key }
483 dbdef->table($child_table)->columns;
484 my $sel_columns = join(', ', @sel_columns );
486 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
487 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
488 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
490 my $sel_st = "SELECT $sel_columns FROM $child_table".
491 " WHERE $primary_key = $sourceid";
494 my $sel_sth = dbh->prepare( $sel_st )
495 or return dbh->errstr;
497 $sel_sth->execute or return $sel_sth->errstr;
499 while ( my $row = $sel_sth->fetchrow_hashref ) {
501 warn " selected row: ".
502 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
506 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
507 my $ins_sth =dbh->prepare($statement)
508 or return dbh->errstr;
509 my @param = ( $destid, map $row->{$_}, @ins_columns );
510 warn " $statement: [ ". join(', ', @param). " ]\n"
512 $ins_sth->execute( @param )
513 or return $ins_sth->errstr;
515 #next unless keys %{ $child_tables{$child_table} };
516 next unless $sequence;
518 #another section of that laziness
519 my $seq_sql = "SELECT currval('$sequence')";
520 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
521 $seq_sth->execute or return $seq_sth->errstr;
522 my $insertid = $seq_sth->fetchrow_arrayref->[0];
524 # don't drink soap! recurse! recurse! okay!
526 _copy_skel( $child_table_def,
527 $row->{$child_pkey}, #sourceid
529 %{ $child_tables{$child_table_def} },
531 return $error if $error;
541 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
543 Like the insert method on an existing record, this method orders a package
544 and included services atomicaly. Pass a Tie::RefHash data structure to this
545 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
546 be a better explanation of this, but until then, here's an example:
549 tie %hash, 'Tie::RefHash'; #this part is important
551 $cust_pkg => [ $svc_acct ],
554 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
556 Services can be new, in which case they are inserted, or existing unaudited
557 services, in which case they are linked to the newly-created package.
559 Currently available options are: I<depend_jobnum> and I<noexport>.
561 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
562 on the supplied jobnum (they will not run until the specific job completes).
563 This can be used to defer provisioning until some action completes (such
564 as running the customer's credit card successfully).
566 The I<noexport> option is deprecated. If I<noexport> is set true, no
567 provisioning jobs (exports) are scheduled. (You can schedule them later with
568 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
569 on the cust_main object is not recommended, as existing services will also be
576 my $cust_pkgs = shift;
579 my %svc_options = ();
580 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
581 if exists $options{'depend_jobnum'};
582 warn "$me order_pkgs called with options ".
583 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
586 local $SIG{HUP} = 'IGNORE';
587 local $SIG{INT} = 'IGNORE';
588 local $SIG{QUIT} = 'IGNORE';
589 local $SIG{TERM} = 'IGNORE';
590 local $SIG{TSTP} = 'IGNORE';
591 local $SIG{PIPE} = 'IGNORE';
593 my $oldAutoCommit = $FS::UID::AutoCommit;
594 local $FS::UID::AutoCommit = 0;
597 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
599 foreach my $cust_pkg ( keys %$cust_pkgs ) {
600 $cust_pkg->custnum( $self->custnum );
601 my $error = $cust_pkg->insert;
603 $dbh->rollback if $oldAutoCommit;
604 return "inserting cust_pkg (transaction rolled back): $error";
606 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
607 if ( $svc_something->svcnum ) {
608 my $old_cust_svc = $svc_something->cust_svc;
609 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
610 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
611 $error = $new_cust_svc->replace($old_cust_svc);
613 $svc_something->pkgnum( $cust_pkg->pkgnum );
614 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
615 $svc_something->seconds( $svc_something->seconds + $$seconds );
618 $error = $svc_something->insert(%svc_options);
621 $dbh->rollback if $oldAutoCommit;
622 #return "inserting svc_ (transaction rolled back): $error";
628 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
632 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
634 Recharges this (existing) customer with the specified prepaid card (see
635 L<FS::prepay_credit>), specified either by I<identifier> or as an
636 FS::prepay_credit object. If there is an error, returns the error, otherwise
639 Optionally, four scalar references can be passed as well. They will have their
640 values filled in with the amount, number of seconds, and number of upload and
641 download bytes applied by this prepaid
646 sub recharge_prepay {
647 my( $self, $prepay_credit, $amountref, $secondsref,
648 $upbytesref, $downbytesref, $totalbytesref ) = @_;
650 local $SIG{HUP} = 'IGNORE';
651 local $SIG{INT} = 'IGNORE';
652 local $SIG{QUIT} = 'IGNORE';
653 local $SIG{TERM} = 'IGNORE';
654 local $SIG{TSTP} = 'IGNORE';
655 local $SIG{PIPE} = 'IGNORE';
657 my $oldAutoCommit = $FS::UID::AutoCommit;
658 local $FS::UID::AutoCommit = 0;
661 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
663 my $error = $self->get_prepay($prepay_credit, \$amount,
664 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
665 || $self->increment_seconds($seconds)
666 || $self->increment_upbytes($upbytes)
667 || $self->increment_downbytes($downbytes)
668 || $self->increment_totalbytes($totalbytes)
669 || $self->insert_cust_pay_prepay( $amount,
671 ? $prepay_credit->identifier
676 $dbh->rollback if $oldAutoCommit;
680 if ( defined($amountref) ) { $$amountref = $amount; }
681 if ( defined($secondsref) ) { $$secondsref = $seconds; }
682 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
683 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
684 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
686 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
691 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
693 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
694 specified either by I<identifier> or as an FS::prepay_credit object.
696 References to I<amount> and I<seconds> scalars should be passed as arguments
697 and will be incremented by the values of the prepaid card.
699 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
700 check or set this customer's I<agentnum>.
702 If there is an error, returns the error, otherwise returns false.
708 my( $self, $prepay_credit, $amountref, $secondsref,
709 $upref, $downref, $totalref) = @_;
711 local $SIG{HUP} = 'IGNORE';
712 local $SIG{INT} = 'IGNORE';
713 local $SIG{QUIT} = 'IGNORE';
714 local $SIG{TERM} = 'IGNORE';
715 local $SIG{TSTP} = 'IGNORE';
716 local $SIG{PIPE} = 'IGNORE';
718 my $oldAutoCommit = $FS::UID::AutoCommit;
719 local $FS::UID::AutoCommit = 0;
722 unless ( ref($prepay_credit) ) {
724 my $identifier = $prepay_credit;
726 $prepay_credit = qsearchs(
728 { 'identifier' => $prepay_credit },
733 unless ( $prepay_credit ) {
734 $dbh->rollback if $oldAutoCommit;
735 return "Invalid prepaid card: ". $identifier;
740 if ( $prepay_credit->agentnum ) {
741 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
742 $dbh->rollback if $oldAutoCommit;
743 return "prepaid card not valid for agent ". $self->agentnum;
745 $self->agentnum($prepay_credit->agentnum);
748 my $error = $prepay_credit->delete;
750 $dbh->rollback if $oldAutoCommit;
751 return "removing prepay_credit (transaction rolled back): $error";
754 $$amountref += $prepay_credit->amount;
755 $$secondsref += $prepay_credit->seconds;
756 $$upref += $prepay_credit->upbytes;
757 $$downref += $prepay_credit->downbytes;
758 $$totalref += $prepay_credit->totalbytes;
760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
765 =item increment_upbytes SECONDS
767 Updates this customer's single or primary account (see L<FS::svc_acct>) by
768 the specified number of upbytes. If there is an error, returns the error,
769 otherwise returns false.
773 sub increment_upbytes {
774 _increment_column( shift, 'upbytes', @_);
777 =item increment_downbytes SECONDS
779 Updates this customer's single or primary account (see L<FS::svc_acct>) by
780 the specified number of downbytes. If there is an error, returns the error,
781 otherwise returns false.
785 sub increment_downbytes {
786 _increment_column( shift, 'downbytes', @_);
789 =item increment_totalbytes SECONDS
791 Updates this customer's single or primary account (see L<FS::svc_acct>) by
792 the specified number of totalbytes. If there is an error, returns the error,
793 otherwise returns false.
797 sub increment_totalbytes {
798 _increment_column( shift, 'totalbytes', @_);
801 =item increment_seconds SECONDS
803 Updates this customer's single or primary account (see L<FS::svc_acct>) by
804 the specified number of seconds. If there is an error, returns the error,
805 otherwise returns false.
809 sub increment_seconds {
810 _increment_column( shift, 'seconds', @_);
813 =item _increment_column AMOUNT
815 Updates this customer's single or primary account (see L<FS::svc_acct>) by
816 the specified number of seconds or bytes. If there is an error, returns
817 the error, otherwise returns false.
821 sub _increment_column {
822 my( $self, $column, $amount ) = @_;
823 warn "$me increment_column called: $column, $amount\n"
826 return '' unless $amount;
828 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
829 $self->ncancelled_pkgs;
832 return 'No packages with primary or single services found'.
833 ' to apply pre-paid time';
834 } elsif ( scalar(@cust_pkg) > 1 ) {
835 #maybe have a way to specify the package/account?
836 return 'Multiple packages found to apply pre-paid time';
839 my $cust_pkg = $cust_pkg[0];
840 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
844 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
847 return 'No account found to apply pre-paid time';
848 } elsif ( scalar(@cust_svc) > 1 ) {
849 return 'Multiple accounts found to apply pre-paid time';
852 my $svc_acct = $cust_svc[0]->svc_x;
853 warn " found service svcnum ". $svc_acct->pkgnum.
854 ' ('. $svc_acct->email. ")\n"
857 $column = "increment_$column";
858 $svc_acct->$column($amount);
862 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
864 Inserts a prepayment in the specified amount for this customer. An optional
865 second argument can specify the prepayment identifier for tracking purposes.
866 If there is an error, returns the error, otherwise returns false.
870 sub insert_cust_pay_prepay {
871 shift->insert_cust_pay('PREP', @_);
874 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
876 Inserts a cash payment in the specified amount for this customer. An optional
877 second argument can specify the payment identifier for tracking purposes.
878 If there is an error, returns the error, otherwise returns false.
882 sub insert_cust_pay_cash {
883 shift->insert_cust_pay('CASH', @_);
886 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
888 Inserts a Western Union payment in the specified amount for this customer. An
889 optional second argument can specify the prepayment identifier for tracking
890 purposes. If there is an error, returns the error, otherwise returns false.
894 sub insert_cust_pay_west {
895 shift->insert_cust_pay('WEST', @_);
898 sub insert_cust_pay {
899 my( $self, $payby, $amount ) = splice(@_, 0, 3);
900 my $payinfo = scalar(@_) ? shift : '';
902 my $cust_pay = new FS::cust_pay {
903 'custnum' => $self->custnum,
904 'paid' => sprintf('%.2f', $amount),
905 #'_date' => #date the prepaid card was purchased???
907 'payinfo' => $payinfo,
915 This method is deprecated. See the I<depend_jobnum> option to the insert and
916 order_pkgs methods for a better way to defer provisioning.
918 Re-schedules all exports by calling the B<reexport> method of all associated
919 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
920 otherwise returns false.
927 carp "WARNING: FS::cust_main::reexport is deprectated; ".
928 "use the depend_jobnum option to insert or order_pkgs to delay export";
930 local $SIG{HUP} = 'IGNORE';
931 local $SIG{INT} = 'IGNORE';
932 local $SIG{QUIT} = 'IGNORE';
933 local $SIG{TERM} = 'IGNORE';
934 local $SIG{TSTP} = 'IGNORE';
935 local $SIG{PIPE} = 'IGNORE';
937 my $oldAutoCommit = $FS::UID::AutoCommit;
938 local $FS::UID::AutoCommit = 0;
941 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
942 my $error = $cust_pkg->reexport;
944 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
954 =item delete NEW_CUSTNUM
956 This deletes the customer. If there is an error, returns the error, otherwise
959 This will completely remove all traces of the customer record. This is not
960 what you want when a customer cancels service; for that, cancel all of the
961 customer's packages (see L</cancel>).
963 If the customer has any uncancelled packages, you need to pass a new (valid)
964 customer number for those packages to be transferred to. Cancelled packages
965 will be deleted. Did I mention that this is NOT what you want when a customer
966 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
968 You can't delete a customer with invoices (see L<FS::cust_bill>),
969 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
970 refunds (see L<FS::cust_refund>).
977 local $SIG{HUP} = 'IGNORE';
978 local $SIG{INT} = 'IGNORE';
979 local $SIG{QUIT} = 'IGNORE';
980 local $SIG{TERM} = 'IGNORE';
981 local $SIG{TSTP} = 'IGNORE';
982 local $SIG{PIPE} = 'IGNORE';
984 my $oldAutoCommit = $FS::UID::AutoCommit;
985 local $FS::UID::AutoCommit = 0;
988 if ( $self->cust_bill ) {
989 $dbh->rollback if $oldAutoCommit;
990 return "Can't delete a customer with invoices";
992 if ( $self->cust_credit ) {
993 $dbh->rollback if $oldAutoCommit;
994 return "Can't delete a customer with credits";
996 if ( $self->cust_pay ) {
997 $dbh->rollback if $oldAutoCommit;
998 return "Can't delete a customer with payments";
1000 if ( $self->cust_refund ) {
1001 $dbh->rollback if $oldAutoCommit;
1002 return "Can't delete a customer with refunds";
1005 my @cust_pkg = $self->ncancelled_pkgs;
1007 my $new_custnum = shift;
1008 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1009 $dbh->rollback if $oldAutoCommit;
1010 return "Invalid new customer number: $new_custnum";
1012 foreach my $cust_pkg ( @cust_pkg ) {
1013 my %hash = $cust_pkg->hash;
1014 $hash{'custnum'} = $new_custnum;
1015 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1016 my $error = $new_cust_pkg->replace($cust_pkg,
1017 options => { $cust_pkg->options },
1020 $dbh->rollback if $oldAutoCommit;
1025 my @cancelled_cust_pkg = $self->all_pkgs;
1026 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1027 my $error = $cust_pkg->delete;
1029 $dbh->rollback if $oldAutoCommit;
1034 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1035 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1037 my $error = $cust_main_invoice->delete;
1039 $dbh->rollback if $oldAutoCommit;
1044 my $error = $self->SUPER::delete;
1046 $dbh->rollback if $oldAutoCommit;
1050 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1055 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1057 Replaces the OLD_RECORD with this one in the database. If there is an error,
1058 returns the error, otherwise returns false.
1060 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1061 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1062 expected and rollback the entire transaction; it is not necessary to call
1063 check_invoicing_list first. Here's an example:
1065 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1073 warn "$me replace called\n"
1076 local $SIG{HUP} = 'IGNORE';
1077 local $SIG{INT} = 'IGNORE';
1078 local $SIG{QUIT} = 'IGNORE';
1079 local $SIG{TERM} = 'IGNORE';
1080 local $SIG{TSTP} = 'IGNORE';
1081 local $SIG{PIPE} = 'IGNORE';
1083 # We absolutely have to have an old vs. new record to make this work.
1084 if (!defined($old)) {
1085 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1088 my $curuser = $FS::CurrentUser::CurrentUser;
1089 if ( $self->payby eq 'COMP'
1090 && $self->payby ne $old->payby
1091 && ! $curuser->access_right('Complimentary customer')
1094 return "You are not permitted to create complimentary accounts.";
1097 local($ignore_expired_card) = 1
1098 if $old->payby =~ /^(CARD|DCRD)$/
1099 && $self->payby =~ /^(CARD|DCRD)$/
1100 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1102 my $oldAutoCommit = $FS::UID::AutoCommit;
1103 local $FS::UID::AutoCommit = 0;
1106 my $error = $self->SUPER::replace($old);
1109 $dbh->rollback if $oldAutoCommit;
1113 if ( @param ) { # INVOICING_LIST_ARYREF
1114 my $invoicing_list = shift @param;
1115 $error = $self->check_invoicing_list( $invoicing_list );
1117 $dbh->rollback if $oldAutoCommit;
1120 $self->invoicing_list( $invoicing_list );
1123 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1124 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1125 # card/check/lec info has changed, want to retry realtime_ invoice events
1126 my $error = $self->retry_realtime;
1128 $dbh->rollback if $oldAutoCommit;
1133 unless ( $import || $skip_fuzzyfiles ) {
1134 $error = $self->queue_fuzzyfiles_update;
1136 $dbh->rollback if $oldAutoCommit;
1137 return "updating fuzzy search cache: $error";
1141 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1146 =item queue_fuzzyfiles_update
1148 Used by insert & replace to update the fuzzy search cache
1152 sub queue_fuzzyfiles_update {
1155 local $SIG{HUP} = 'IGNORE';
1156 local $SIG{INT} = 'IGNORE';
1157 local $SIG{QUIT} = 'IGNORE';
1158 local $SIG{TERM} = 'IGNORE';
1159 local $SIG{TSTP} = 'IGNORE';
1160 local $SIG{PIPE} = 'IGNORE';
1162 my $oldAutoCommit = $FS::UID::AutoCommit;
1163 local $FS::UID::AutoCommit = 0;
1166 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1167 my $error = $queue->insert( map $self->getfield($_),
1168 qw(first last company)
1171 $dbh->rollback if $oldAutoCommit;
1172 return "queueing job (transaction rolled back): $error";
1175 if ( $self->ship_last ) {
1176 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1177 $error = $queue->insert( map $self->getfield("ship_$_"),
1178 qw(first last company)
1181 $dbh->rollback if $oldAutoCommit;
1182 return "queueing job (transaction rolled back): $error";
1186 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1193 Checks all fields to make sure this is a valid customer record. If there is
1194 an error, returns the error, otherwise returns false. Called by the insert
1195 and replace methods.
1202 warn "$me check BEFORE: \n". $self->_dump
1206 $self->ut_numbern('custnum')
1207 || $self->ut_number('agentnum')
1208 || $self->ut_textn('agent_custid')
1209 || $self->ut_number('refnum')
1210 || $self->ut_name('last')
1211 || $self->ut_name('first')
1212 || $self->ut_snumbern('birthdate')
1213 || $self->ut_snumbern('signupdate')
1214 || $self->ut_textn('company')
1215 || $self->ut_text('address1')
1216 || $self->ut_textn('address2')
1217 || $self->ut_text('city')
1218 || $self->ut_textn('county')
1219 || $self->ut_textn('state')
1220 || $self->ut_country('country')
1221 || $self->ut_anything('comments')
1222 || $self->ut_numbern('referral_custnum')
1223 || $self->ut_textn('stateid')
1224 || $self->ut_textn('stateid_state')
1225 || $self->ut_textn('invoice_terms')
1227 #barf. need message catalogs. i18n. etc.
1228 $error .= "Please select an advertising source."
1229 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1230 return $error if $error;
1232 return "Unknown agent"
1233 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1235 return "Unknown refnum"
1236 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1238 return "Unknown referring custnum: ". $self->referral_custnum
1239 unless ! $self->referral_custnum
1240 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1242 if ( $self->ss eq '' ) {
1247 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1248 or return "Illegal social security number: ". $self->ss;
1249 $self->ss("$1-$2-$3");
1253 # bad idea to disable, causes billing to fail because of no tax rates later
1254 # unless ( $import ) {
1255 unless ( qsearch('cust_main_county', {
1256 'country' => $self->country,
1259 return "Unknown state/county/country: ".
1260 $self->state. "/". $self->county. "/". $self->country
1261 unless qsearch('cust_main_county',{
1262 'state' => $self->state,
1263 'county' => $self->county,
1264 'country' => $self->country,
1270 $self->ut_phonen('daytime', $self->country)
1271 || $self->ut_phonen('night', $self->country)
1272 || $self->ut_phonen('fax', $self->country)
1273 || $self->ut_zip('zip', $self->country)
1275 return $error if $error;
1278 last first company address1 address2 city county state zip
1279 country daytime night fax
1282 if ( defined $self->dbdef_table->column('ship_last') ) {
1283 if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1285 && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
1289 $self->ut_name('ship_last')
1290 || $self->ut_name('ship_first')
1291 || $self->ut_textn('ship_company')
1292 || $self->ut_text('ship_address1')
1293 || $self->ut_textn('ship_address2')
1294 || $self->ut_text('ship_city')
1295 || $self->ut_textn('ship_county')
1296 || $self->ut_textn('ship_state')
1297 || $self->ut_country('ship_country')
1299 return $error if $error;
1301 #false laziness with above
1302 unless ( qsearchs('cust_main_county', {
1303 'country' => $self->ship_country,
1306 return "Unknown ship_state/ship_county/ship_country: ".
1307 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1308 unless qsearch('cust_main_county',{
1309 'state' => $self->ship_state,
1310 'county' => $self->ship_county,
1311 'country' => $self->ship_country,
1317 $self->ut_phonen('ship_daytime', $self->ship_country)
1318 || $self->ut_phonen('ship_night', $self->ship_country)
1319 || $self->ut_phonen('ship_fax', $self->ship_country)
1320 || $self->ut_zip('ship_zip', $self->ship_country)
1322 return $error if $error;
1324 } else { # ship_ info eq billing info, so don't store dup info in database
1325 $self->setfield("ship_$_", '')
1326 foreach qw( last first company address1 address2 city county state zip
1327 country daytime night fax );
1331 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1332 # or return "Illegal payby: ". $self->payby;
1334 FS::payby->can_payby($self->table, $self->payby)
1335 or return "Illegal payby: ". $self->payby;
1337 $error = $self->ut_numbern('paystart_month')
1338 || $self->ut_numbern('paystart_year')
1339 || $self->ut_numbern('payissue')
1340 || $self->ut_textn('paytype')
1342 return $error if $error;
1344 if ( $self->payip eq '' ) {
1347 $error = $self->ut_ip('payip');
1348 return $error if $error;
1351 # If it is encrypted and the private key is not availaible then we can't
1352 # check the credit card.
1354 my $check_payinfo = 1;
1356 if ($self->is_encrypted($self->payinfo)) {
1360 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1362 my $payinfo = $self->payinfo;
1363 $payinfo =~ s/\D//g;
1364 $payinfo =~ /^(\d{13,16})$/
1365 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1367 $self->payinfo($payinfo);
1369 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1371 return gettext('unknown_card_type')
1372 if cardtype($self->payinfo) eq "Unknown";
1374 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1376 return 'Banned credit card: banned on '.
1377 time2str('%a %h %o at %r', $ban->_date).
1378 ' by '. $ban->otaker.
1379 ' (ban# '. $ban->bannum. ')';
1382 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1383 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1384 $self->paycvv =~ /^(\d{4})$/
1385 or return "CVV2 (CID) for American Express cards is four digits.";
1388 $self->paycvv =~ /^(\d{3})$/
1389 or return "CVV2 (CVC2/CID) is three digits.";
1396 my $cardtype = cardtype($payinfo);
1397 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1399 return "Start date or issue number is required for $cardtype cards"
1400 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1402 return "Start month must be between 1 and 12"
1403 if $self->paystart_month
1404 and $self->paystart_month < 1 || $self->paystart_month > 12;
1406 return "Start year must be 1990 or later"
1407 if $self->paystart_year
1408 and $self->paystart_year < 1990;
1410 return "Issue number must be beween 1 and 99"
1412 and $self->payissue < 1 || $self->payissue > 99;
1415 $self->paystart_month('');
1416 $self->paystart_year('');
1417 $self->payissue('');
1420 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1422 my $payinfo = $self->payinfo;
1423 $payinfo =~ s/[^\d\@]//g;
1424 if ( $conf->exists('echeck-nonus') ) {
1425 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1426 $payinfo = "$1\@$2";
1428 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1429 $payinfo = "$1\@$2";
1431 $self->payinfo($payinfo);
1434 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1436 return 'Banned ACH account: banned on '.
1437 time2str('%a %h %o at %r', $ban->_date).
1438 ' by '. $ban->otaker.
1439 ' (ban# '. $ban->bannum. ')';
1442 } elsif ( $self->payby eq 'LECB' ) {
1444 my $payinfo = $self->payinfo;
1445 $payinfo =~ s/\D//g;
1446 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1448 $self->payinfo($payinfo);
1451 } elsif ( $self->payby eq 'BILL' ) {
1453 $error = $self->ut_textn('payinfo');
1454 return "Illegal P.O. number: ". $self->payinfo if $error;
1457 } elsif ( $self->payby eq 'COMP' ) {
1459 my $curuser = $FS::CurrentUser::CurrentUser;
1460 if ( ! $self->custnum
1461 && ! $curuser->access_right('Complimentary customer')
1464 return "You are not permitted to create complimentary accounts."
1467 $error = $self->ut_textn('payinfo');
1468 return "Illegal comp account issuer: ". $self->payinfo if $error;
1471 } elsif ( $self->payby eq 'PREPAY' ) {
1473 my $payinfo = $self->payinfo;
1474 $payinfo =~ s/\W//g; #anything else would just confuse things
1475 $self->payinfo($payinfo);
1476 $error = $self->ut_alpha('payinfo');
1477 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1478 return "Unknown prepayment identifier"
1479 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1484 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1485 return "Expiration date required"
1486 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1490 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1491 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1492 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1493 ( $m, $y ) = ( $3, "20$2" );
1495 return "Illegal expiration date: ". $self->paydate;
1497 $self->paydate("$y-$m-01");
1498 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1499 return gettext('expired_card')
1501 && !$ignore_expired_card
1502 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1505 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1506 ( ! $conf->exists('require_cardname')
1507 || $self->payby !~ /^(CARD|DCRD)$/ )
1509 $self->payname( $self->first. " ". $self->getfield('last') );
1511 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1512 or return gettext('illegal_name'). " payname: ". $self->payname;
1516 foreach my $flag (qw( tax spool_cdr )) {
1517 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1521 $self->otaker(getotaker) unless $self->otaker;
1523 warn "$me check AFTER: \n". $self->_dump
1526 $self->SUPER::check;
1531 Returns all packages (see L<FS::cust_pkg>) for this customer.
1538 return $self->num_pkgs unless wantarray;
1541 if ( $self->{'_pkgnum'} ) {
1542 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1544 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1547 sort sort_packages @cust_pkg;
1550 =item ncancelled_pkgs
1552 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1556 sub ncancelled_pkgs {
1559 return $self->num_ncancelled_pkgs unless wantarray;
1562 if ( $self->{'_pkgnum'} ) {
1564 @cust_pkg = grep { ! $_->getfield('cancel') }
1565 values %{ $self->{'_pkgnum'}->cache };
1570 qsearch( 'cust_pkg', {
1571 'custnum' => $self->custnum,
1575 qsearch( 'cust_pkg', {
1576 'custnum' => $self->custnum,
1581 sort sort_packages @cust_pkg;
1585 # This should be generalized to use config options to determine order.
1587 if ( $a->get('cancel') and $b->get('cancel') ) {
1588 $a->pkgnum <=> $b->pkgnum;
1589 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1590 return -1 if $b->get('cancel');
1591 return 1 if $a->get('cancel');
1594 $a->pkgnum <=> $b->pkgnum;
1598 =item suspended_pkgs
1600 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1604 sub suspended_pkgs {
1606 grep { $_->susp } $self->ncancelled_pkgs;
1609 =item unflagged_suspended_pkgs
1611 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1612 customer (thouse packages without the `manual_flag' set).
1616 sub unflagged_suspended_pkgs {
1618 return $self->suspended_pkgs
1619 unless dbdef->table('cust_pkg')->column('manual_flag');
1620 grep { ! $_->manual_flag } $self->suspended_pkgs;
1623 =item unsuspended_pkgs
1625 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1630 sub unsuspended_pkgs {
1632 grep { ! $_->susp } $self->ncancelled_pkgs;
1635 =item num_cancelled_pkgs
1637 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1642 sub num_cancelled_pkgs {
1643 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1646 sub num_ncancelled_pkgs {
1647 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1651 my( $self, $sql ) = @_;
1652 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1653 my $sth = dbh->prepare(
1654 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1655 ) or die dbh->errstr;
1656 $sth->execute($self->custnum) or die $sth->errstr;
1657 $sth->fetchrow_arrayref->[0];
1662 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1663 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1664 on success or a list of errors.
1670 grep { $_->unsuspend } $self->suspended_pkgs;
1675 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1677 Returns a list: an empty list on success or a list of errors.
1683 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1686 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1688 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1689 PKGPARTs (see L<FS::part_pkg>).
1691 Returns a list: an empty list on success or a list of errors.
1695 sub suspend_if_pkgpart {
1697 my (@pkgparts, %opt);
1698 if (ref($_[0]) eq 'HASH'){
1699 @pkgparts = @{$_[0]{pkgparts}};
1704 grep { $_->suspend(%opt) }
1705 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1706 $self->unsuspended_pkgs;
1709 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1711 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1712 listed PKGPARTs (see L<FS::part_pkg>).
1714 Returns a list: an empty list on success or a list of errors.
1718 sub suspend_unless_pkgpart {
1720 my (@pkgparts, %opt);
1721 if (ref($_[0]) eq 'HASH'){
1722 @pkgparts = @{$_[0]{pkgparts}};
1727 grep { $_->suspend(%opt) }
1728 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1729 $self->unsuspended_pkgs;
1732 =item cancel [ OPTION => VALUE ... ]
1734 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1736 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1738 I<quiet> can be set true to supress email cancellation notices.
1740 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1742 I<ban> can be set true to ban this customer's credit card or ACH information,
1745 Always returns a list: an empty list on success or a list of errors.
1753 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1755 #should try decryption (we might have the private key)
1756 # and if not maybe queue a job for the server that does?
1757 return ( "Can't (yet) ban encrypted credit cards" )
1758 if $self->is_encrypted($self->payinfo);
1760 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1761 my $error = $ban->insert;
1762 return ( $error ) if $error;
1766 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1769 sub _banned_pay_hashref {
1780 'payby' => $payby2ban{$self->payby},
1781 'payinfo' => md5_base64($self->payinfo),
1782 #don't ever *search* on reason! #'reason' =>
1788 Returns all notes (see L<FS::cust_main_note>) for this customer.
1795 qsearch( 'cust_main_note',
1796 { 'custnum' => $self->custnum },
1798 'ORDER BY _DATE DESC'
1804 Returns the agent (see L<FS::agent>) for this customer.
1810 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1815 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1816 conjunction with the collect method.
1818 If there is an error, returns the error, otherwise returns false.
1820 Options are passed as name-value pairs. Currently available options are:
1824 =item resetup - if set true, re-charges setup fees.
1826 =item time - bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1830 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1832 =item invoice_time - used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1839 my( $self, %options ) = @_;
1840 return '' if $self->payby eq 'COMP';
1841 warn "$me bill customer ". $self->custnum. "\n"
1844 my $time = $options{'time'} || time;
1849 local $SIG{HUP} = 'IGNORE';
1850 local $SIG{INT} = 'IGNORE';
1851 local $SIG{QUIT} = 'IGNORE';
1852 local $SIG{TERM} = 'IGNORE';
1853 local $SIG{TSTP} = 'IGNORE';
1854 local $SIG{PIPE} = 'IGNORE';
1856 my $oldAutoCommit = $FS::UID::AutoCommit;
1857 local $FS::UID::AutoCommit = 0;
1860 $self->select_for_update; #mutex
1862 #create a new invoice
1863 #(we'll remove it later if it doesn't actually need to be generated [contains
1864 # no line items] and we're inside a transaciton so nothing else will see it)
1865 my $cust_bill = new FS::cust_bill ( {
1866 'custnum' => $self->custnum,
1867 '_date' => ( $options{'invoice_time'} || $time ),
1868 #'charged' => $charged,
1871 $error = $cust_bill->insert;
1873 $dbh->rollback if $oldAutoCommit;
1874 return "can't create invoice for customer #". $self->custnum. ": $error";
1876 my $invnum = $cust_bill->invnum;
1879 # find the packages which are due for billing, find out how much they are
1880 # & generate invoice database.
1883 my( $total_setup, $total_recur ) = ( 0, 0 );
1885 my @precommit_hooks = ();
1887 foreach my $cust_pkg (
1888 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1891 #NO!! next if $cust_pkg->cancel;
1892 next if $cust_pkg->getfield('cancel');
1894 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1896 #? to avoid use of uninitialized value errors... ?
1897 $cust_pkg->setfield('bill', '')
1898 unless defined($cust_pkg->bill);
1900 my $part_pkg = $cust_pkg->part_pkg;
1902 my %hash = $cust_pkg->hash;
1903 my $old_cust_pkg = new FS::cust_pkg \%hash;
1912 if ( ! $cust_pkg->setup &&
1914 ( $conf->exists('disable_setup_suspended_pkgs') &&
1915 ! $cust_pkg->getfield('susp')
1916 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1918 || $options{'resetup'}
1921 warn " bill setup\n" if $DEBUG > 1;
1923 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1925 $dbh->rollback if $oldAutoCommit;
1926 return "$@ running calc_setup for $cust_pkg\n";
1929 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1933 # bill recurring fee
1938 if ( $part_pkg->getfield('freq') ne '0' &&
1939 ! $cust_pkg->getfield('susp') &&
1940 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1943 warn " bill recur\n" if $DEBUG > 1;
1945 # XXX shared with $recur_prog
1946 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1948 #over two params! lets at least switch to a hashref for the rest...
1949 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
1951 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
1953 $dbh->rollback if $oldAutoCommit;
1954 return "$@ running calc_recur for $cust_pkg\n";
1957 #change this bit to use Date::Manip? CAREFUL with timezones (see
1958 # mailing list archive)
1959 my ($sec,$min,$hour,$mday,$mon,$year) =
1960 (localtime($sdate) )[0,1,2,3,4,5];
1962 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
1963 # only for figuring next bill date, nothing else, so, reset $sdate again
1965 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1966 $cust_pkg->last_bill($sdate)
1967 if $cust_pkg->dbdef_table->column('last_bill');
1969 if ( $part_pkg->freq =~ /^\d+$/ ) {
1970 $mon += $part_pkg->freq;
1971 until ( $mon < 12 ) { $mon -= 12; $year++; }
1972 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
1974 $mday += $weeks * 7;
1975 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
1978 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
1982 $dbh->rollback if $oldAutoCommit;
1983 return "unparsable frequency: ". $part_pkg->freq;
1985 $cust_pkg->setfield('bill',
1986 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
1989 warn "\$setup is undefined" unless defined($setup);
1990 warn "\$recur is undefined" unless defined($recur);
1991 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1994 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
1997 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
1999 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2002 $error=$cust_pkg->replace($old_cust_pkg,
2003 options => { $cust_pkg->options },
2005 if ( $error ) { #just in case
2006 $dbh->rollback if $oldAutoCommit;
2007 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2010 $setup = sprintf( "%.2f", $setup );
2011 $recur = sprintf( "%.2f", $recur );
2012 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2013 $dbh->rollback if $oldAutoCommit;
2014 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2016 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2017 $dbh->rollback if $oldAutoCommit;
2018 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2021 if ( $setup != 0 || $recur != 0 ) {
2023 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2025 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2026 'invnum' => $invnum,
2027 'pkgnum' => $cust_pkg->pkgnum,
2031 'edate' => $cust_pkg->bill,
2032 'details' => \@details,
2034 $error = $cust_bill_pkg->insert;
2036 $dbh->rollback if $oldAutoCommit;
2037 return "can't create invoice line item for invoice #$invnum: $error";
2039 $total_setup += $setup;
2040 $total_recur += $recur;
2046 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2049 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2052 my %taxhash = map { $_ => $self->get("$prefix$_") }
2053 qw( state county country );
2055 $taxhash{'taxclass'} = $part_pkg->taxclass;
2057 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2060 $taxhash{'taxclass'} = '';
2061 @taxes = qsearch( 'cust_main_county', \%taxhash );
2064 #one more try at a whole-country tax rate
2066 $taxhash{$_} = '' foreach qw( state county );
2067 @taxes = qsearch( 'cust_main_county', \%taxhash );
2070 # maybe eliminate this entirely, along with all the 0% records
2072 $dbh->rollback if $oldAutoCommit;
2074 "fatal: can't find tax rate for state/county/country/taxclass ".
2075 join('/', ( map $self->get("$prefix$_"),
2076 qw(state county country)
2078 $part_pkg->taxclass ). "\n";
2081 foreach my $tax ( @taxes ) {
2083 my $taxable_charged = 0;
2084 $taxable_charged += $setup
2085 unless $part_pkg->setuptax =~ /^Y$/i
2086 || $tax->setuptax =~ /^Y$/i;
2087 $taxable_charged += $recur
2088 unless $part_pkg->recurtax =~ /^Y$/i
2089 || $tax->recurtax =~ /^Y$/i;
2090 next unless $taxable_charged;
2092 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2093 #my ($mon,$year) = (localtime($sdate) )[4,5];
2094 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2096 my $freq = $part_pkg->freq || 1;
2097 if ( $freq !~ /(\d+)$/ ) {
2098 $dbh->rollback if $oldAutoCommit;
2099 return "daily/weekly package definitions not (yet?)".
2100 " compatible with monthly tax exemptions";
2102 my $taxable_per_month =
2103 sprintf("%.2f", $taxable_charged / $freq );
2105 #call the whole thing off if this customer has any old
2106 #exemption records...
2107 my @cust_tax_exempt =
2108 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2109 if ( @cust_tax_exempt ) {
2110 $dbh->rollback if $oldAutoCommit;
2112 'this customer still has old-style tax exemption records; '.
2113 'run bin/fs-migrate-cust_tax_exempt?';
2116 foreach my $which_month ( 1 .. $freq ) {
2118 #maintain the new exemption table now
2121 FROM cust_tax_exempt_pkg
2122 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2123 LEFT JOIN cust_bill USING ( invnum )
2129 my $sth = dbh->prepare($sql) or do {
2130 $dbh->rollback if $oldAutoCommit;
2131 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2139 $dbh->rollback if $oldAutoCommit;
2140 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2142 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2144 my $remaining_exemption =
2145 $tax->exempt_amount - $existing_exemption;
2146 if ( $remaining_exemption > 0 ) {
2147 my $addl = $remaining_exemption > $taxable_per_month
2148 ? $taxable_per_month
2149 : $remaining_exemption;
2150 $taxable_charged -= $addl;
2152 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2153 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2154 'taxnum' => $tax->taxnum,
2155 'year' => 1900+$year,
2157 'amount' => sprintf("%.2f", $addl ),
2159 $error = $cust_tax_exempt_pkg->insert;
2161 $dbh->rollback if $oldAutoCommit;
2162 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2164 } # if $remaining_exemption > 0
2168 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2169 until ( $mon < 13 ) { $mon -= 12; $year++; }
2171 } #foreach $which_month
2173 } #if $tax->exempt_amount
2175 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2177 #$tax += $taxable_charged * $cust_main_county->tax / 100
2178 $tax{ $tax->taxname || 'Tax' } +=
2179 $taxable_charged * $tax->tax / 100
2181 } #foreach my $tax ( @taxes )
2183 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2185 } #if $setup != 0 || $recur != 0
2187 } #if $cust_pkg->modified
2189 } #foreach my $cust_pkg
2191 unless ( $cust_bill->cust_bill_pkg ) {
2192 $cust_bill->delete; #don't create an invoice w/o line items
2193 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2197 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2199 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2200 my $tax = sprintf("%.2f", $tax{$taxname} );
2201 $charged = sprintf( "%.2f", $charged+$tax );
2203 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2204 'invnum' => $invnum,
2210 'itemdesc' => $taxname,
2212 $error = $cust_bill_pkg->insert;
2214 $dbh->rollback if $oldAutoCommit;
2215 return "can't create invoice line item for invoice #$invnum: $error";
2217 $total_setup += $tax;
2221 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2222 $error = $cust_bill->replace;
2224 $dbh->rollback if $oldAutoCommit;
2225 return "can't update charged for invoice #$invnum: $error";
2228 foreach my $hook ( @precommit_hooks ) {
2230 &{$hook}; #($self) ?
2233 $dbh->rollback if $oldAutoCommit;
2234 return "$@ running precommit hook $hook\n";
2238 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2242 =item collect OPTIONS
2244 (Attempt to) collect money for this customer's outstanding invoices (see
2245 L<FS::cust_bill>). Usually used after the bill method.
2247 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2248 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2249 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2251 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2252 and the invoice events web interface.
2254 If there is an error, returns the error, otherwise returns false.
2256 Options are passed as name-value pairs.
2258 Currently available options are:
2260 invoice_time - Use this time when deciding when to print invoices and
2261 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2262 for conversion functions.
2264 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2267 quiet - set true to surpress email card/ACH decline notices.
2269 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2272 payby - allows for one time override of normal customer billing method
2277 my( $self, %options ) = @_;
2278 my $invoice_time = $options{'invoice_time'} || time;
2281 local $SIG{HUP} = 'IGNORE';
2282 local $SIG{INT} = 'IGNORE';
2283 local $SIG{QUIT} = 'IGNORE';
2284 local $SIG{TERM} = 'IGNORE';
2285 local $SIG{TSTP} = 'IGNORE';
2286 local $SIG{PIPE} = 'IGNORE';
2288 my $oldAutoCommit = $FS::UID::AutoCommit;
2289 local $FS::UID::AutoCommit = 0;
2292 $self->select_for_update; #mutex
2294 my $balance = $self->balance;
2295 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2297 unless ( $balance > 0 ) { #redundant?????
2298 $dbh->rollback if $oldAutoCommit; #hmm
2302 if ( exists($options{'retry_card'}) ) {
2303 carp 'retry_card option passed to collect is deprecated; use retry';
2304 $options{'retry'} ||= $options{'retry_card'};
2306 if ( exists($options{'retry'}) && $options{'retry'} ) {
2307 my $error = $self->retry_realtime;
2309 $dbh->rollback if $oldAutoCommit;
2315 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2316 $extra_sql = " AND freq = '1m' ";
2318 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2321 foreach my $cust_bill ( $self->open_cust_bill ) {
2323 # don't try to charge for the same invoice if it's already in a batch
2324 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2326 last if $self->balance <= 0;
2328 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2331 foreach my $part_bill_event ( due_events ( $cust_bill,
2332 exists($options{'payby'})
2338 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2339 || $self->balance <= 0; # or if balance<=0
2342 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2343 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2346 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2347 # gah, even with transactions.
2348 $dbh->commit if $oldAutoCommit; #well.
2357 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2362 =item retry_realtime
2364 Schedules realtime / batch credit card / electronic check / LEC billing
2365 events for for retry. Useful if card information has changed or manual
2366 retry is desired. The 'collect' method must be called to actually retry
2369 Implementation details: For each of this customer's open invoices, changes
2370 the status of the first "done" (with statustext error) realtime processing
2375 sub retry_realtime {
2378 local $SIG{HUP} = 'IGNORE';
2379 local $SIG{INT} = 'IGNORE';
2380 local $SIG{QUIT} = 'IGNORE';
2381 local $SIG{TERM} = 'IGNORE';
2382 local $SIG{TSTP} = 'IGNORE';
2383 local $SIG{PIPE} = 'IGNORE';
2385 my $oldAutoCommit = $FS::UID::AutoCommit;
2386 local $FS::UID::AutoCommit = 0;
2389 foreach my $cust_bill (
2390 grep { $_->cust_bill_event }
2391 $self->open_cust_bill
2393 my @cust_bill_event =
2394 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2396 #$_->part_bill_event->plan eq 'realtime-card'
2397 $_->part_bill_event->eventcode =~
2398 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2399 && $_->status eq 'done'
2402 $cust_bill->cust_bill_event;
2403 next unless @cust_bill_event;
2404 my $error = $cust_bill_event[0]->retry;
2406 $dbh->rollback if $oldAutoCommit;
2407 return "error scheduling invoice event for retry: $error";
2412 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2417 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2419 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2420 via a Business::OnlinePayment realtime gateway. See
2421 L<http://420.am/business-onlinepayment> for supported gateways.
2423 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2425 Available options are: I<description>, I<invnum>, I<quiet>
2427 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2428 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2429 if set, will override the value from the customer record.
2431 I<description> is a free-text field passed to the gateway. It defaults to
2432 "Internet services".
2434 If an I<invnum> is specified, this payment (if successful) is applied to the
2435 specified invoice. If you don't specify an I<invnum> you might want to
2436 call the B<apply_payments> method.
2438 I<quiet> can be set true to surpress email decline notices.
2440 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2445 my( $self, $method, $amount, %options ) = @_;
2447 warn "$me realtime_bop: $method $amount\n";
2448 warn " $_ => $options{$_}\n" foreach keys %options;
2451 $options{'description'} ||= 'Internet services';
2453 eval "use Business::OnlinePayment";
2456 my $payinfo = exists($options{'payinfo'})
2457 ? $options{'payinfo'}
2465 if ( $options{'invnum'} ) {
2466 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2467 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2469 map { $_->part_pkg->taxclass }
2471 map { $_->cust_pkg }
2472 $cust_bill->cust_bill_pkg;
2473 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2474 #different taxclasses
2475 $taxclass = $taxclasses[0];
2479 #look for an agent gateway override first
2481 if ( $method eq 'CC' ) {
2482 $cardtype = cardtype($payinfo);
2483 } elsif ( $method eq 'ECHECK' ) {
2486 $cardtype = $method;
2490 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2491 cardtype => $cardtype,
2492 taxclass => $taxclass, } )
2493 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2495 taxclass => $taxclass, } )
2496 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2497 cardtype => $cardtype,
2499 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2501 taxclass => '', } );
2503 my $payment_gateway = '';
2504 my( $processor, $login, $password, $action, @bop_options );
2505 if ( $override ) { #use a payment gateway override
2507 $payment_gateway = $override->payment_gateway;
2509 $processor = $payment_gateway->gateway_module;
2510 $login = $payment_gateway->gateway_username;
2511 $password = $payment_gateway->gateway_password;
2512 $action = $payment_gateway->gateway_action;
2513 @bop_options = $payment_gateway->options;
2515 } else { #use the standard settings from the config
2517 ( $processor, $login, $password, $action, @bop_options ) =
2518 $self->default_payment_gateway($method);
2526 my $address = exists($options{'address1'})
2527 ? $options{'address1'}
2529 my $address2 = exists($options{'address2'})
2530 ? $options{'address2'}
2532 $address .= ", ". $address2 if length($address2);
2534 my $o_payname = exists($options{'payname'})
2535 ? $options{'payname'}
2537 my($payname, $payfirst, $paylast);
2538 if ( $o_payname && $method ne 'ECHECK' ) {
2539 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2540 or return "Illegal payname $payname";
2541 ($payfirst, $paylast) = ($1, $2);
2543 $payfirst = $self->getfield('first');
2544 $paylast = $self->getfield('last');
2545 $payname = "$payfirst $paylast";
2548 my @invoicing_list = $self->invoicing_list_emailonly;
2549 if ( $conf->exists('emailinvoiceautoalways')
2550 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2551 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2552 push @invoicing_list, $self->all_emails;
2555 my $email = ($conf->exists('business-onlinepayment-email-override'))
2556 ? $conf->config('business-onlinepayment-email-override')
2557 : $invoicing_list[0];
2561 my $payip = exists($options{'payip'})
2564 $content{customer_ip} = $payip
2567 $content{invoice_number} = $options{'invnum'}
2568 if exists($options{'invnum'}) && length($options{'invnum'});
2571 if ( $method eq 'CC' ) {
2573 $content{card_number} = $payinfo;
2574 $paydate = exists($options{'paydate'})
2575 ? $options{'paydate'}
2577 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2578 $content{expiration} = "$2/$1";
2580 my $paycvv = exists($options{'paycvv'})
2581 ? $options{'paycvv'}
2583 $content{cvv2} = $self->paycvv
2586 my $paystart_month = exists($options{'paystart_month'})
2587 ? $options{'paystart_month'}
2588 : $self->paystart_month;
2590 my $paystart_year = exists($options{'paystart_year'})
2591 ? $options{'paystart_year'}
2592 : $self->paystart_year;
2594 $content{card_start} = "$paystart_month/$paystart_year"
2595 if $paystart_month && $paystart_year;
2597 my $payissue = exists($options{'payissue'})
2598 ? $options{'payissue'}
2600 $content{issue_number} = $payissue if $payissue;
2602 $content{recurring_billing} = 'YES'
2603 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2605 'payinfo' => $payinfo,
2607 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2609 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2613 } elsif ( $method eq 'ECHECK' ) {
2614 ( $content{account_number}, $content{routing_code} ) =
2615 split('@', $payinfo);
2616 $content{bank_name} = $o_payname;
2617 $content{bank_state} = exists($options{'paystate'})
2618 ? $options{'paystate'}
2619 : $self->getfield('paystate');
2620 $content{account_type} = exists($options{'paytype'})
2621 ? uc($options{'paytype'}) || 'CHECKING'
2622 : uc($self->getfield('paytype')) || 'CHECKING';
2623 $content{account_name} = $payname;
2624 $content{customer_org} = $self->company ? 'B' : 'I';
2625 $content{state_id} = exists($options{'stateid'})
2626 ? $options{'stateid'}
2627 : $self->getfield('stateid');
2628 $content{state_id_state} = exists($options{'stateid_state'})
2629 ? $options{'stateid_state'}
2630 : $self->getfield('stateid_state');
2631 $content{customer_ssn} = exists($options{'ss'})
2634 } elsif ( $method eq 'LEC' ) {
2635 $content{phone} = $payinfo;
2639 # run transaction(s)
2642 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2644 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2645 $transaction->content(
2648 'password' => $password,
2649 'action' => $action1,
2650 'description' => $options{'description'},
2651 'amount' => $amount,
2652 #'invoice_number' => $options{'invnum'},
2653 'customer_id' => $self->custnum,
2654 'last_name' => $paylast,
2655 'first_name' => $payfirst,
2657 'address' => $address,
2658 'city' => ( exists($options{'city'})
2661 'state' => ( exists($options{'state'})
2664 'zip' => ( exists($options{'zip'})
2667 'country' => ( exists($options{'country'})
2668 ? $options{'country'}
2670 'referer' => 'http://cleanwhisker.420.am/',
2672 'phone' => $self->daytime || $self->night,
2675 $transaction->submit();
2677 if ( $transaction->is_success() && $action2 ) {
2678 my $auth = $transaction->authorization;
2679 my $ordernum = $transaction->can('order_number')
2680 ? $transaction->order_number
2684 new Business::OnlinePayment( $processor, @bop_options );
2691 password => $password,
2692 order_number => $ordernum,
2694 authorization => $auth,
2695 description => $options{'description'},
2698 foreach my $field (qw( authorization_source_code returned_ACI
2699 transaction_identifier validation_code
2700 transaction_sequence_num local_transaction_date
2701 local_transaction_time AVS_result_code )) {
2702 $capture{$field} = $transaction->$field() if $transaction->can($field);
2705 $capture->content( %capture );
2709 unless ( $capture->is_success ) {
2710 my $e = "Authorization successful but capture failed, custnum #".
2711 $self->custnum. ': '. $capture->result_code.
2712 ": ". $capture->error_message;
2720 # remove paycvv after initial transaction
2723 #false laziness w/misc/process/payment.cgi - check both to make sure working
2725 if ( defined $self->dbdef_table->column('paycvv')
2726 && length($self->paycvv)
2727 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2729 my $error = $self->remove_cvv;
2731 warn "WARNING: error removing cvv: $error\n";
2739 if ( $transaction->is_success() ) {
2741 my %method2payby = (
2748 if ( $payment_gateway ) { # agent override
2749 $paybatch = $payment_gateway->gatewaynum. '-';
2752 $paybatch .= "$processor:". $transaction->authorization;
2754 $paybatch .= ':'. $transaction->order_number
2755 if $transaction->can('order_number')
2756 && length($transaction->order_number);
2758 my $cust_pay = new FS::cust_pay ( {
2759 'custnum' => $self->custnum,
2760 'invnum' => $options{'invnum'},
2763 'payby' => $method2payby{$method},
2764 'payinfo' => $payinfo,
2765 'paybatch' => $paybatch,
2766 'paydate' => $paydate,
2768 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
2770 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2773 $cust_pay->invnum(''); #try again with no specific invnum
2774 my $error2 = $cust_pay->insert( $options{'manual'} ?
2775 ( 'manual' => 1 ) : ()
2778 # gah, even with transactions.
2779 my $e = 'WARNING: Card/ACH debited but database not updated - '.
2780 "error inserting payment ($processor): $error2".
2781 " (previously tried insert with invnum #$options{'invnum'}" .
2787 return ''; #no error
2791 my $perror = "$processor error: ". $transaction->error_message;
2793 unless ( $transaction->error_message ) {
2796 if ( $transaction->can('response_page') ) {
2798 'page' => ( $transaction->can('response_page')
2799 ? $transaction->response_page
2802 'code' => ( $transaction->can('response_code')
2803 ? $transaction->response_code
2806 'headers' => ( $transaction->can('response_headers')
2807 ? $transaction->response_headers
2813 "No additional debugging information available for $processor";
2816 $perror .= "No error_message returned from $processor -- ".
2817 ( ref($t_response) ? Dumper($t_response) : $t_response );
2821 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2822 && $conf->exists('emaildecline')
2823 && grep { $_ ne 'POST' } $self->invoicing_list
2824 && ! grep { $transaction->error_message =~ /$_/ }
2825 $conf->config('emaildecline-exclude')
2827 my @templ = $conf->config('declinetemplate');
2828 my $template = new Text::Template (
2830 SOURCE => [ map "$_\n", @templ ],
2831 ) or return "($perror) can't create template: $Text::Template::ERROR";
2832 $template->compile()
2833 or return "($perror) can't compile template: $Text::Template::ERROR";
2835 my $templ_hash = { error => $transaction->error_message };
2837 my $error = send_email(
2838 'from' => $conf->config('invoice_from'),
2839 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2840 'subject' => 'Your payment could not be processed',
2841 'body' => [ $template->fill_in(HASH => $templ_hash) ],
2844 $perror .= " (also received error sending decline notification: $error)"
2854 =item default_payment_gateway
2858 sub default_payment_gateway {
2859 my( $self, $method ) = @_;
2861 die "Real-time processing not enabled\n"
2862 unless $conf->exists('business-onlinepayment');
2865 my $bop_config = 'business-onlinepayment';
2866 $bop_config .= '-ach'
2867 if $method eq 'ECHECK' && $conf->exists($bop_config. '-ach');
2868 my ( $processor, $login, $password, $action, @bop_options ) =
2869 $conf->config($bop_config);
2870 $action ||= 'normal authorization';
2871 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
2872 die "No real-time processor is enabled - ".
2873 "did you set the business-onlinepayment configuration value?\n"
2876 ( $processor, $login, $password, $action, @bop_options )
2881 Removes the I<paycvv> field from the database directly.
2883 If there is an error, returns the error, otherwise returns false.
2889 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2890 or return dbh->errstr;
2891 $sth->execute($self->custnum)
2892 or return $sth->errstr;
2897 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
2899 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
2900 via a Business::OnlinePayment realtime gateway. See
2901 L<http://420.am/business-onlinepayment> for supported gateways.
2903 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2905 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
2907 Most gateways require a reference to an original payment transaction to refund,
2908 so you probably need to specify a I<paynum>.
2910 I<amount> defaults to the original amount of the payment if not specified.
2912 I<reason> specifies a reason for the refund.
2914 I<paydate> specifies the expiration date for a credit card overriding the
2915 value from the customer record or the payment record. Specified as yyyy-mm-dd
2917 Implementation note: If I<amount> is unspecified or equal to the amount of the
2918 orignal payment, first an attempt is made to "void" the transaction via
2919 the gateway (to cancel a not-yet settled transaction) and then if that fails,
2920 the normal attempt is made to "refund" ("credit") the transaction via the
2921 gateway is attempted.
2923 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2924 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2925 #if set, will override the value from the customer record.
2927 #If an I<invnum> is specified, this payment (if successful) is applied to the
2928 #specified invoice. If you don't specify an I<invnum> you might want to
2929 #call the B<apply_payments> method.
2933 #some false laziness w/realtime_bop, not enough to make it worth merging
2934 #but some useful small subs should be pulled out
2935 sub realtime_refund_bop {
2936 my( $self, $method, %options ) = @_;
2938 warn "$me realtime_refund_bop: $method refund\n";
2939 warn " $_ => $options{$_}\n" foreach keys %options;
2942 eval "use Business::OnlinePayment";
2946 # look up the original payment and optionally a gateway for that payment
2950 my $amount = $options{'amount'};
2952 my( $processor, $login, $password, @bop_options ) ;
2953 my( $auth, $order_number ) = ( '', '', '' );
2955 if ( $options{'paynum'} ) {
2957 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
2958 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
2959 or return "Unknown paynum $options{'paynum'}";
2960 $amount ||= $cust_pay->paid;
2962 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
2963 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
2964 $cust_pay->paybatch;
2965 my $gatewaynum = '';
2966 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
2968 if ( $gatewaynum ) { #gateway for the payment to be refunded
2970 my $payment_gateway =
2971 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
2972 die "payment gateway $gatewaynum not found"
2973 unless $payment_gateway;
2975 $processor = $payment_gateway->gateway_module;
2976 $login = $payment_gateway->gateway_username;
2977 $password = $payment_gateway->gateway_password;
2978 @bop_options = $payment_gateway->options;
2980 } else { #try the default gateway
2982 my( $conf_processor, $unused_action );
2983 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
2984 $self->default_payment_gateway($method);
2986 return "processor of payment $options{'paynum'} $processor does not".
2987 " match default processor $conf_processor"
2988 unless $processor eq $conf_processor;
2993 } else { # didn't specify a paynum, so look for agent gateway overrides
2994 # like a normal transaction
2997 if ( $method eq 'CC' ) {
2998 $cardtype = cardtype($self->payinfo);
2999 } elsif ( $method eq 'ECHECK' ) {
3002 $cardtype = $method;
3005 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3006 cardtype => $cardtype,
3008 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3010 taxclass => '', } );
3012 if ( $override ) { #use a payment gateway override
3014 my $payment_gateway = $override->payment_gateway;
3016 $processor = $payment_gateway->gateway_module;
3017 $login = $payment_gateway->gateway_username;
3018 $password = $payment_gateway->gateway_password;
3019 #$action = $payment_gateway->gateway_action;
3020 @bop_options = $payment_gateway->options;
3022 } else { #use the standard settings from the config
3025 ( $processor, $login, $password, $unused_action, @bop_options ) =
3026 $self->default_payment_gateway($method);
3031 return "neither amount nor paynum specified" unless $amount;
3036 'password' => $password,
3037 'order_number' => $order_number,
3038 'amount' => $amount,
3039 'referer' => 'http://cleanwhisker.420.am/',
3041 $content{authorization} = $auth
3042 if length($auth); #echeck/ACH transactions have an order # but no auth
3043 #(at least with authorize.net)
3045 my $disable_void_after;
3046 if ($conf->exists('disable_void_after')
3047 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3048 $disable_void_after = $1;
3051 #first try void if applicable
3052 if ( $cust_pay && $cust_pay->paid == $amount
3054 ( not defined($disable_void_after) )
3055 || ( time < ($cust_pay->_date + $disable_void_after ) )
3058 warn " attempting void\n" if $DEBUG > 1;
3059 my $void = new Business::OnlinePayment( $processor, @bop_options );
3060 $void->content( 'action' => 'void', %content );
3062 if ( $void->is_success ) {
3063 my $error = $cust_pay->void($options{'reason'});
3065 # gah, even with transactions.
3066 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3067 "error voiding payment: $error";
3071 warn " void successful\n" if $DEBUG > 1;
3076 warn " void unsuccessful, trying refund\n"
3080 my $address = $self->address1;
3081 $address .= ", ". $self->address2 if $self->address2;
3083 my($payname, $payfirst, $paylast);
3084 if ( $self->payname && $method ne 'ECHECK' ) {
3085 $payname = $self->payname;
3086 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3087 or return "Illegal payname $payname";
3088 ($payfirst, $paylast) = ($1, $2);
3090 $payfirst = $self->getfield('first');
3091 $paylast = $self->getfield('last');
3092 $payname = "$payfirst $paylast";
3095 my @invoicing_list = $self->invoicing_list_emailonly;
3096 if ( $conf->exists('emailinvoiceautoalways')
3097 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3098 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3099 push @invoicing_list, $self->all_emails;
3102 my $email = ($conf->exists('business-onlinepayment-email-override'))
3103 ? $conf->config('business-onlinepayment-email-override')
3104 : $invoicing_list[0];
3106 my $payip = exists($options{'payip'})
3109 $content{customer_ip} = $payip
3113 if ( $method eq 'CC' ) {
3116 $content{card_number} = $payinfo = $cust_pay->payinfo;
3117 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3118 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3119 ($content{expiration} = "$2/$1"); # where available
3121 $content{card_number} = $payinfo = $self->payinfo;
3122 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3123 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3124 $content{expiration} = "$2/$1";
3127 } elsif ( $method eq 'ECHECK' ) {
3130 $payinfo = $cust_pay->payinfo;
3132 $payinfo = $self->payinfo;
3134 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3135 $content{bank_name} = $self->payname;
3136 $content{account_type} = 'CHECKING';
3137 $content{account_name} = $payname;
3138 $content{customer_org} = $self->company ? 'B' : 'I';
3139 $content{customer_ssn} = $self->ss;
3140 } elsif ( $method eq 'LEC' ) {
3141 $content{phone} = $payinfo = $self->payinfo;
3145 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3146 my %sub_content = $refund->content(
3147 'action' => 'credit',
3148 'customer_id' => $self->custnum,
3149 'last_name' => $paylast,
3150 'first_name' => $payfirst,
3152 'address' => $address,
3153 'city' => $self->city,
3154 'state' => $self->state,
3155 'zip' => $self->zip,
3156 'country' => $self->country,
3158 'phone' => $self->daytime || $self->night,
3161 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3165 return "$processor error: ". $refund->error_message
3166 unless $refund->is_success();
3168 my %method2payby = (
3174 my $paybatch = "$processor:". $refund->authorization;
3175 $paybatch .= ':'. $refund->order_number
3176 if $refund->can('order_number') && $refund->order_number;
3178 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3179 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3180 last unless @cust_bill_pay;
3181 my $cust_bill_pay = pop @cust_bill_pay;
3182 my $error = $cust_bill_pay->delete;
3186 my $cust_refund = new FS::cust_refund ( {
3187 'custnum' => $self->custnum,
3188 'paynum' => $options{'paynum'},
3189 'refund' => $amount,
3191 'payby' => $method2payby{$method},
3192 'payinfo' => $payinfo,
3193 'paybatch' => $paybatch,
3194 'reason' => $options{'reason'} || 'card or ACH refund',
3196 my $error = $cust_refund->insert;
3198 $cust_refund->paynum(''); #try again with no specific paynum
3199 my $error2 = $cust_refund->insert;
3201 # gah, even with transactions.
3202 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3203 "error inserting refund ($processor): $error2".
3204 " (previously tried insert with paynum #$options{'paynum'}" .
3215 =item batch_card OPTION => VALUE...
3217 Adds a payment for this invoice to the pending credit card batch (see
3218 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3219 runs the payment using a realtime gateway.
3224 my ($self, %options) = @_;
3227 if (exists($options{amount})) {
3228 $amount = $options{amount};
3230 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3232 return '' unless $amount > 0;
3234 my $invnum = delete $options{invnum};
3235 my $payby = $options{invnum} || $self->payby; #dubious
3237 if ($options{'realtime'}) {
3238 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3244 my $oldAutoCommit = $FS::UID::AutoCommit;
3245 local $FS::UID::AutoCommit = 0;
3248 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3249 or return "Cannot lock pay_batch: " . $dbh->errstr;
3253 'payby' => FS::payby->payby2payment($payby),
3256 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3258 unless ( $pay_batch ) {
3259 $pay_batch = new FS::pay_batch \%pay_batch;
3260 my $error = $pay_batch->insert;
3262 $dbh->rollback if $oldAutoCommit;
3263 die "error creating new batch: $error\n";
3267 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3268 'batchnum' => $pay_batch->batchnum,
3269 'custnum' => $self->custnum,
3272 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3274 $options{$_} = '' unless exists($options{$_});
3277 my $cust_pay_batch = new FS::cust_pay_batch ( {
3278 'batchnum' => $pay_batch->batchnum,
3279 'invnum' => $invnum || 0, # is there a better value?
3280 # this field should be
3282 # cust_bill_pay_batch now
3283 'custnum' => $self->custnum,
3284 'last' => $self->getfield('last'),
3285 'first' => $self->getfield('first'),
3286 'address1' => $options{address1} || $self->address1,
3287 'address2' => $options{address2} || $self->address2,
3288 'city' => $options{city} || $self->city,
3289 'state' => $options{state} || $self->state,
3290 'zip' => $options{zip} || $self->zip,
3291 'country' => $options{country} || $self->country,
3292 'payby' => $options{payby} || $self->payby,
3293 'payinfo' => $options{payinfo} || $self->payinfo,
3294 'exp' => $options{paydate} || $self->paydate,
3295 'payname' => $options{payname} || $self->payname,
3296 'amount' => $amount, # consolidating
3299 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3300 if $old_cust_pay_batch;
3303 if ($old_cust_pay_batch) {
3304 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3306 $error = $cust_pay_batch->insert;
3310 $dbh->rollback if $oldAutoCommit;
3314 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3315 foreach my $cust_bill ($self->open_cust_bill) {
3316 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3317 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3318 'invnum' => $cust_bill->invnum,
3319 'paybatchnum' => $cust_pay_batch->paybatchnum,
3320 'amount' => $cust_bill->owed,
3323 if ($unapplied >= $cust_bill_pay_batch->amount){
3324 $unapplied -= $cust_bill_pay_batch->amount;
3327 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3328 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3330 $error = $cust_bill_pay_batch->insert;
3332 $dbh->rollback if $oldAutoCommit;
3337 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3343 Returns the total owed for this customer on all invoices
3344 (see L<FS::cust_bill/owed>).
3350 $self->total_owed_date(2145859200); #12/31/2037
3353 =item total_owed_date TIME
3355 Returns the total owed for this customer on all invoices with date earlier than
3356 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3357 see L<Time::Local> and L<Date::Parse> for conversion functions.
3361 sub total_owed_date {
3365 foreach my $cust_bill (
3366 grep { $_->_date <= $time }
3367 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3369 $total_bill += $cust_bill->owed;
3371 sprintf( "%.2f", $total_bill );
3374 =item apply_payments_and_credits
3376 Applies unapplied payments and credits.
3378 In most cases, this new method should be used in place of sequential
3379 apply_payments and apply_credits methods.
3383 sub apply_payments_and_credits {
3386 foreach my $cust_bill ( $self->open_cust_bill ) {
3387 $cust_bill->apply_payments_and_credits;
3392 =item apply_credits OPTION => VALUE ...
3394 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3395 to outstanding invoice balances in chronological order (or reverse
3396 chronological order if the I<order> option is set to B<newest>) and returns the
3397 value of any remaining unapplied credits available for refund (see
3398 L<FS::cust_refund>).
3406 return 0 unless $self->total_credited;
3408 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3409 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3411 my @invoices = $self->open_cust_bill;
3412 @invoices = sort { $b->_date <=> $a->_date } @invoices
3413 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3416 foreach my $cust_bill ( @invoices ) {
3419 if ( !defined($credit) || $credit->credited == 0) {
3420 $credit = pop @credits or last;
3423 if ($cust_bill->owed >= $credit->credited) {
3424 $amount=$credit->credited;
3426 $amount=$cust_bill->owed;
3429 my $cust_credit_bill = new FS::cust_credit_bill ( {
3430 'crednum' => $credit->crednum,
3431 'invnum' => $cust_bill->invnum,
3432 'amount' => $amount,
3434 my $error = $cust_credit_bill->insert;
3435 die $error if $error;
3437 redo if ($cust_bill->owed > 0);
3441 return $self->total_credited;
3444 =item apply_payments
3446 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3447 to outstanding invoice balances in chronological order.
3449 #and returns the value of any remaining unapplied payments.
3453 sub apply_payments {
3458 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3459 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3461 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3462 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3466 foreach my $cust_bill ( @invoices ) {
3469 if ( !defined($payment) || $payment->unapplied == 0 ) {
3470 $payment = pop @payments or last;
3473 if ( $cust_bill->owed >= $payment->unapplied ) {
3474 $amount = $payment->unapplied;
3476 $amount = $cust_bill->owed;
3479 my $cust_bill_pay = new FS::cust_bill_pay ( {
3480 'paynum' => $payment->paynum,
3481 'invnum' => $cust_bill->invnum,
3482 'amount' => $amount,
3484 my $error = $cust_bill_pay->insert;
3485 die $error if $error;
3487 redo if ( $cust_bill->owed > 0);
3491 return $self->total_unapplied_payments;
3494 =item total_credited
3496 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3497 customer. See L<FS::cust_credit/credited>.
3501 sub total_credited {
3503 my $total_credit = 0;
3504 foreach my $cust_credit ( qsearch('cust_credit', {
3505 'custnum' => $self->custnum,
3507 $total_credit += $cust_credit->credited;
3509 sprintf( "%.2f", $total_credit );
3512 =item total_unapplied_payments
3514 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3515 See L<FS::cust_pay/unapplied>.
3519 sub total_unapplied_payments {
3521 my $total_unapplied = 0;
3522 foreach my $cust_pay ( qsearch('cust_pay', {
3523 'custnum' => $self->custnum,
3525 $total_unapplied += $cust_pay->unapplied;
3527 sprintf( "%.2f", $total_unapplied );
3532 Returns the balance for this customer (total_owed minus total_credited
3533 minus total_unapplied_payments).
3540 $self->total_owed - $self->total_credited - $self->total_unapplied_payments
3544 =item balance_date TIME
3546 Returns the balance for this customer, only considering invoices with date
3547 earlier than TIME (total_owed_date minus total_credited minus
3548 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3549 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3558 $self->total_owed_date($time)
3559 - $self->total_credited
3560 - $self->total_unapplied_payments
3564 =item in_transit_payments
3566 Returns the total of requests for payments for this customer pending in
3567 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3571 sub in_transit_payments {
3573 my $in_transit_payments = 0;
3574 foreach my $pay_batch ( qsearch('pay_batch', {
3577 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3578 'batchnum' => $pay_batch->batchnum,
3579 'custnum' => $self->custnum,
3581 $in_transit_payments += $cust_pay_batch->amount;
3584 sprintf( "%.2f", $in_transit_payments );
3587 =item paydate_monthyear
3589 Returns a two-element list consisting of the month and year of this customer's
3590 paydate (credit card expiration date for CARD customers)
3594 sub paydate_monthyear {
3596 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3598 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3605 =item invoicing_list [ ARRAYREF ]
3607 If an arguement is given, sets these email addresses as invoice recipients
3608 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3609 (except as warnings), so use check_invoicing_list first.
3611 Returns a list of email addresses (with svcnum entries expanded).
3613 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3614 check it without disturbing anything by passing nothing.
3616 This interface may change in the future.
3620 sub invoicing_list {
3621 my( $self, $arrayref ) = @_;
3624 my @cust_main_invoice;
3625 if ( $self->custnum ) {
3626 @cust_main_invoice =
3627 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3629 @cust_main_invoice = ();
3631 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3632 #warn $cust_main_invoice->destnum;
3633 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3634 #warn $cust_main_invoice->destnum;
3635 my $error = $cust_main_invoice->delete;
3636 warn $error if $error;
3639 if ( $self->custnum ) {
3640 @cust_main_invoice =
3641 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3643 @cust_main_invoice = ();
3645 my %seen = map { $_->address => 1 } @cust_main_invoice;
3646 foreach my $address ( @{$arrayref} ) {
3647 next if exists $seen{$address} && $seen{$address};
3648 $seen{$address} = 1;
3649 my $cust_main_invoice = new FS::cust_main_invoice ( {
3650 'custnum' => $self->custnum,
3653 my $error = $cust_main_invoice->insert;
3654 warn $error if $error;
3658 if ( $self->custnum ) {
3660 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3667 =item check_invoicing_list ARRAYREF
3669 Checks these arguements as valid input for the invoicing_list method. If there
3670 is an error, returns the error, otherwise returns false.
3674 sub check_invoicing_list {
3675 my( $self, $arrayref ) = @_;
3676 foreach my $address ( @{$arrayref} ) {
3678 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3679 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3682 my $cust_main_invoice = new FS::cust_main_invoice ( {
3683 'custnum' => $self->custnum,
3686 my $error = $self->custnum
3687 ? $cust_main_invoice->check
3688 : $cust_main_invoice->checkdest
3690 return $error if $error;
3695 =item set_default_invoicing_list
3697 Sets the invoicing list to all accounts associated with this customer,
3698 overwriting any previous invoicing list.
3702 sub set_default_invoicing_list {
3704 $self->invoicing_list($self->all_emails);
3709 Returns the email addresses of all accounts provisioned for this customer.
3716 foreach my $cust_pkg ( $self->all_pkgs ) {
3717 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3719 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3720 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3722 $list{$_}=1 foreach map { $_->email } @svc_acct;
3727 =item invoicing_list_addpost
3729 Adds postal invoicing to this customer. If this customer is already configured
3730 to receive postal invoices, does nothing.
3734 sub invoicing_list_addpost {
3736 return if grep { $_ eq 'POST' } $self->invoicing_list;
3737 my @invoicing_list = $self->invoicing_list;
3738 push @invoicing_list, 'POST';
3739 $self->invoicing_list(\@invoicing_list);
3742 =item invoicing_list_emailonly
3744 Returns the list of email invoice recipients (invoicing_list without non-email
3745 destinations such as POST and FAX).
3749 sub invoicing_list_emailonly {
3751 warn "$me invoicing_list_emailonly called"
3753 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3756 =item invoicing_list_emailonly_scalar
3758 Returns the list of email invoice recipients (invoicing_list without non-email
3759 destinations such as POST and FAX) as a comma-separated scalar.
3763 sub invoicing_list_emailonly_scalar {
3765 warn "$me invoicing_list_emailonly_scalar called"
3767 join(', ', $self->invoicing_list_emailonly);
3770 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3772 Returns an array of customers referred by this customer (referral_custnum set
3773 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3774 customers referred by customers referred by this customer and so on, inclusive.
3775 The default behavior is DEPTH 1 (no recursion).
3779 sub referral_cust_main {
3781 my $depth = @_ ? shift : 1;
3782 my $exclude = @_ ? shift : {};
3785 map { $exclude->{$_->custnum}++; $_; }
3786 grep { ! $exclude->{ $_->custnum } }
3787 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3791 map { $_->referral_cust_main($depth-1, $exclude) }
3798 =item referral_cust_main_ncancelled
3800 Same as referral_cust_main, except only returns customers with uncancelled
3805 sub referral_cust_main_ncancelled {
3807 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3810 =item referral_cust_pkg [ DEPTH ]
3812 Like referral_cust_main, except returns a flat list of all unsuspended (and
3813 uncancelled) packages for each customer. The number of items in this list may
3814 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3818 sub referral_cust_pkg {
3820 my $depth = @_ ? shift : 1;
3822 map { $_->unsuspended_pkgs }
3823 grep { $_->unsuspended_pkgs }
3824 $self->referral_cust_main($depth);
3827 =item referring_cust_main
3829 Returns the single cust_main record for the customer who referred this customer
3830 (referral_custnum), or false.
3834 sub referring_cust_main {
3836 return '' unless $self->referral_custnum;
3837 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3840 =item credit AMOUNT, REASON
3842 Applies a credit to this customer. If there is an error, returns the error,
3843 otherwise returns false.
3848 my( $self, $amount, $reason ) = @_;
3849 my $cust_credit = new FS::cust_credit {
3850 'custnum' => $self->custnum,
3851 'amount' => $amount,
3852 'reason' => $reason,
3854 $cust_credit->insert;
3857 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3859 Creates a one-time charge for this customer. If there is an error, returns
3860 the error, otherwise returns false.
3866 my ( $amount, $pkg, $comment, $taxclass, $additional );
3867 if ( ref( $_[0] ) ) {
3868 $amount = $_[0]->{amount};
3869 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3870 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3871 : '$'. sprintf("%.2f",$amount);
3872 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3873 $additional = $_[0]->{additional};
3876 $pkg = @_ ? shift : 'One-time charge';
3877 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3878 $taxclass = @_ ? shift : '';
3882 local $SIG{HUP} = 'IGNORE';
3883 local $SIG{INT} = 'IGNORE';
3884 local $SIG{QUIT} = 'IGNORE';
3885 local $SIG{TERM} = 'IGNORE';
3886 local $SIG{TSTP} = 'IGNORE';
3887 local $SIG{PIPE} = 'IGNORE';
3889 my $oldAutoCommit = $FS::UID::AutoCommit;
3890 local $FS::UID::AutoCommit = 0;
3893 my $part_pkg = new FS::part_pkg ( {
3895 'comment' => $comment,
3899 'taxclass' => $taxclass,
3902 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3903 ( 0 .. @$additional - 1 )
3905 'additional_count' => scalar(@$additional),
3906 'setup_fee' => $amount,
3909 my $error = $part_pkg->insert( options => \%options );
3911 $dbh->rollback if $oldAutoCommit;
3915 my $pkgpart = $part_pkg->pkgpart;
3916 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3917 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3918 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3919 $error = $type_pkgs->insert;
3921 $dbh->rollback if $oldAutoCommit;
3926 my $cust_pkg = new FS::cust_pkg ( {
3927 'custnum' => $self->custnum,
3928 'pkgpart' => $pkgpart,
3931 $error = $cust_pkg->insert;
3933 $dbh->rollback if $oldAutoCommit;
3937 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3944 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3950 sort { $a->_date <=> $b->_date }
3951 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3954 =item open_cust_bill
3956 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3961 sub open_cust_bill {
3963 grep { $_->owed > 0 } $self->cust_bill;
3968 Returns all the credits (see L<FS::cust_credit>) for this customer.
3974 sort { $a->_date <=> $b->_date }
3975 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3980 Returns all the payments (see L<FS::cust_pay>) for this customer.
3986 sort { $a->_date <=> $b->_date }
3987 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3992 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3998 sort { $a->_date <=> $b->_date }
3999 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4005 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4011 sort { $a->_date <=> $b->_date }
4012 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4017 Returns a name string for this customer, either "Company (Last, First)" or
4024 my $name = $self->contact;
4025 $name = $self->company. " ($name)" if $self->company;
4031 Returns a name string for this (service/shipping) contact, either
4032 "Company (Last, First)" or "Last, First".
4038 if ( $self->get('ship_last') ) {
4039 my $name = $self->ship_contact;
4040 $name = $self->ship_company. " ($name)" if $self->ship_company;
4049 Returns this customer's full (billing) contact name only, "Last, First"
4055 $self->get('last'). ', '. $self->first;
4060 Returns this customer's full (shipping) contact name only, "Last, First"
4066 $self->get('ship_last')
4067 ? $self->get('ship_last'). ', '. $self->ship_first
4073 Returns this customer's full country name
4079 code2country($self->country);
4086 Returns a status string for this customer, currently:
4090 =item prospect - No packages have ever been ordered
4092 =item active - One or more recurring packages is active
4094 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4096 =item suspended - All non-cancelled recurring packages are suspended
4098 =item cancelled - All recurring packages are cancelled
4104 sub status { shift->cust_status(@_); }
4108 for my $status (qw( prospect active inactive suspended cancelled )) {
4109 my $method = $status.'_sql';
4110 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4111 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4112 $sth->execute( ($self->custnum) x $numnum )
4113 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4114 return $status if $sth->fetchrow_arrayref->[0];
4118 =item ucfirst_cust_status
4120 =item ucfirst_status
4122 Returns the status with the first character capitalized.
4126 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4128 sub ucfirst_cust_status {
4130 ucfirst($self->cust_status);
4135 Returns a hex triplet color string for this customer's status.
4139 use vars qw(%statuscolor);
4141 'prospect' => '7e0079', #'000000', #black? naw, purple
4142 'active' => '00CC00', #green
4143 'inactive' => '0000CC', #blue
4144 'suspended' => 'FF9900', #yellow
4145 'cancelled' => 'FF0000', #red
4148 sub statuscolor { shift->cust_statuscolor(@_); }
4150 sub cust_statuscolor {
4152 $statuscolor{$self->cust_status};
4157 =head1 CLASS METHODS
4163 Returns an SQL expression identifying prospective cust_main records (customers
4164 with no packages ever ordered)
4168 use vars qw($select_count_pkgs);
4169 $select_count_pkgs =
4170 "SELECT COUNT(*) FROM cust_pkg
4171 WHERE cust_pkg.custnum = cust_main.custnum";
4173 sub select_count_pkgs_sql {
4177 sub prospect_sql { "
4178 0 = ( $select_count_pkgs )
4183 Returns an SQL expression identifying active cust_main records (customers with
4184 no active recurring packages, but otherwise unsuspended/uncancelled).
4189 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4195 Returns an SQL expression identifying inactive cust_main records (customers with
4196 active recurring packages).
4200 sub inactive_sql { "
4201 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4203 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4209 Returns an SQL expression identifying suspended cust_main records.
4214 sub suspended_sql { susp_sql(@_); }
4216 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4218 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4224 Returns an SQL expression identifying cancelled cust_main records.
4228 sub cancelled_sql { cancel_sql(@_); }
4231 my $recurring_sql = FS::cust_pkg->recurring_sql;
4232 #my $recurring_sql = "
4233 # '0' != ( select freq from part_pkg
4234 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4238 0 < ( $select_count_pkgs )
4239 AND 0 = ( $select_count_pkgs AND $recurring_sql
4240 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4246 =item uncancelled_sql
4248 Returns an SQL expression identifying un-cancelled cust_main records.
4252 sub uncancelled_sql { uncancel_sql(@_); }
4253 sub uncancel_sql { "
4254 ( 0 < ( $select_count_pkgs
4255 AND ( cust_pkg.cancel IS NULL
4256 OR cust_pkg.cancel = 0
4259 OR 0 = ( $select_count_pkgs )
4263 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4265 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4266 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4267 appropriate ship_ field is also searched).
4269 Additional options are the same as FS::Record::qsearch
4274 my( $self, $fuzzy, $hash, @opt) = @_;
4279 check_and_rebuild_fuzzyfiles();
4280 foreach my $field ( keys %$fuzzy ) {
4282 my $all = $self->all_X($field);
4283 next unless scalar(@$all);
4286 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4289 foreach ( keys %match ) {
4290 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4291 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4294 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4297 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4299 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4307 Returns a masked version of the named field
4312 my ($self,$field) = @_;
4316 'x'x(length($self->getfield($field))-4).
4317 substr($self->getfield($field), (length($self->getfield($field))-4));
4327 =item smart_search OPTION => VALUE ...
4329 Accepts the following options: I<search>, the string to search for. The string
4330 will be searched for as a customer number, phone number, name or company name,
4331 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4332 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4333 skip fuzzy matching when an exact match is found.
4335 Any additional options are treated as an additional qualifier on the search
4338 Returns a (possibly empty) array of FS::cust_main objects.
4345 #here is the agent virtualization
4346 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4350 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4351 my $search = delete $options{'search'};
4352 ( my $alphanum_search = $search ) =~ s/\W//g;
4354 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4356 #false laziness w/Record::ut_phone
4357 my $phonen = "$1-$2-$3";
4358 $phonen .= " x$4" if $4;
4360 push @cust_main, qsearch( {
4361 'table' => 'cust_main',
4362 'hashref' => { %options },
4363 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4365 join(' OR ', map "$_ = '$phonen'",
4366 qw( daytime night fax
4367 ship_daytime ship_night ship_fax )
4370 " AND $agentnums_sql", #agent virtualization
4373 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4374 #try looking for matches with extensions unless one was specified
4376 push @cust_main, qsearch( {
4377 'table' => 'cust_main',
4378 'hashref' => { %options },
4379 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4381 join(' OR ', map "$_ LIKE '$phonen\%'",
4383 ship_daytime ship_night )
4386 " AND $agentnums_sql", #agent virtualization
4391 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
4393 push @cust_main, qsearch( {
4394 'table' => 'cust_main',
4395 'hashref' => { 'custnum' => $1, %options },
4396 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4399 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4401 my($company, $last, $first) = ( $1, $2, $3 );
4403 # "Company (Last, First)"
4404 #this is probably something a browser remembered,
4405 #so just do an exact search
4407 foreach my $prefix ( '', 'ship_' ) {
4408 push @cust_main, qsearch( {
4409 'table' => 'cust_main',
4410 'hashref' => { $prefix.'first' => $first,
4411 $prefix.'last' => $last,
4412 $prefix.'company' => $company,
4415 'extra_sql' => " AND $agentnums_sql",
4419 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4420 # try (ship_){last,company}
4424 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4425 # # full strings the browser remembers won't work
4426 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4428 use Lingua::EN::NameParse;
4429 my $NameParse = new Lingua::EN::NameParse(
4431 allow_reversed => 1,
4434 my($last, $first) = ( '', '' );
4435 #maybe disable this too and just rely on NameParse?
4436 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4438 ($last, $first) = ( $1, $2 );
4440 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4441 } elsif ( ! $NameParse->parse($value) ) {
4443 my %name = $NameParse->components;
4444 $first = $name{'given_name_1'};
4445 $last = $name{'surname_1'};
4449 if ( $first && $last ) {
4451 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4454 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4456 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4457 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4460 push @cust_main, qsearch( {
4461 'table' => 'cust_main',
4462 'hashref' => \%options,
4463 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4466 # or it just be something that was typed in... (try that in a sec)
4470 my $q_value = dbh->quote($value);
4473 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4474 $sql .= " ( LOWER(last) = $q_value
4475 OR LOWER(company) = $q_value
4476 OR LOWER(ship_last) = $q_value
4477 OR LOWER(ship_company) = $q_value
4480 push @cust_main, qsearch( {
4481 'table' => 'cust_main',
4482 'hashref' => \%options,
4483 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4486 #always do substring & fuzzy,
4487 #getting complains searches are not returning enough
4488 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4490 #still some false laziness w/ search/cust_main.cgi
4495 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4496 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4499 if ( $first && $last ) {
4502 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4503 'last' => { op=>'ILIKE', value=>"%$last%" },
4505 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4506 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4513 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4514 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4518 foreach my $hashref ( @hashrefs ) {
4520 push @cust_main, qsearch( {
4521 'table' => 'cust_main',
4522 'hashref' => { %$hashref,
4525 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4534 " AND $agentnums_sql", #extra_sql #agent virtualization
4537 if ( $first && $last ) {
4538 push @cust_main, FS::cust_main->fuzzy_search(
4539 { 'last' => $last, #fuzzy hashref
4540 'first' => $first }, #
4544 foreach my $field ( 'last', 'company' ) {
4546 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4551 #eliminate duplicates
4553 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4561 =item check_and_rebuild_fuzzyfiles
4565 use vars qw(@fuzzyfields);
4566 @fuzzyfields = ( 'last', 'first', 'company' );
4568 sub check_and_rebuild_fuzzyfiles {
4569 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
4570 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4573 =item rebuild_fuzzyfiles
4577 sub rebuild_fuzzyfiles {
4579 use Fcntl qw(:flock);
4581 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
4582 mkdir $dir, 0700 unless -d $dir;
4584 foreach my $fuzzy ( @fuzzyfields ) {
4586 open(LOCK,">>$dir/cust_main.$fuzzy")
4587 or die "can't open $dir/cust_main.$fuzzy: $!";
4589 or die "can't lock $dir/cust_main.$fuzzy: $!";
4591 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4592 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4594 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4595 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4596 " WHERE $field != '' AND $field IS NOT NULL");
4597 $sth->execute or die $sth->errstr;
4599 while ( my $row = $sth->fetchrow_arrayref ) {
4600 print CACHE $row->[0]. "\n";
4605 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4607 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4618 my( $self, $field ) = @_;
4619 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
4620 open(CACHE,"<$dir/cust_main.$field")
4621 or die "can't open $dir/cust_main.$field: $!";
4622 my @array = map { chomp; $_; } <CACHE>;
4627 =item append_fuzzyfiles LASTNAME COMPANY
4631 sub append_fuzzyfiles {
4632 #my( $first, $last, $company ) = @_;
4634 &check_and_rebuild_fuzzyfiles;
4636 use Fcntl qw(:flock);
4638 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
4640 foreach my $field (qw( first last company )) {
4645 open(CACHE,">>$dir/cust_main.$field")
4646 or die "can't open $dir/cust_main.$field: $!";
4647 flock(CACHE,LOCK_EX)
4648 or die "can't lock $dir/cust_main.$field: $!";
4650 print CACHE "$value\n";
4652 flock(CACHE,LOCK_UN)
4653 or die "can't unlock $dir/cust_main.$field: $!";
4668 #warn join('-',keys %$param);
4669 my $fh = $param->{filehandle};
4670 my $agentnum = $param->{agentnum};
4672 my $refnum = $param->{refnum};
4673 my $pkgpart = $param->{pkgpart};
4675 #my @fields = @{$param->{fields}};
4676 my $format = $param->{'format'};
4679 if ( $format eq 'simple' ) {
4680 @fields = qw( cust_pkg.setup dayphone first last
4681 address1 address2 city state zip comments );
4683 } elsif ( $format eq 'extended' ) {
4684 @fields = qw( agent_custid refnum
4685 last first address1 address2 city state zip country
4687 ship_last ship_first ship_address1 ship_address2
4688 ship_city ship_state ship_zip ship_country
4689 payinfo paycvv paydate
4692 svc_acct.username svc_acct._password
4696 die "unknown format $format";
4699 eval "use Text::CSV_XS;";
4702 my $csv = new Text::CSV_XS;
4709 local $SIG{HUP} = 'IGNORE';
4710 local $SIG{INT} = 'IGNORE';
4711 local $SIG{QUIT} = 'IGNORE';
4712 local $SIG{TERM} = 'IGNORE';
4713 local $SIG{TSTP} = 'IGNORE';
4714 local $SIG{PIPE} = 'IGNORE';
4716 my $oldAutoCommit = $FS::UID::AutoCommit;
4717 local $FS::UID::AutoCommit = 0;
4720 #while ( $columns = $csv->getline($fh) ) {
4722 while ( defined($line=<$fh>) ) {
4724 $csv->parse($line) or do {
4725 $dbh->rollback if $oldAutoCommit;
4726 return "can't parse: ". $csv->error_input();
4729 my @columns = $csv->fields();
4730 #warn join('-',@columns);
4733 agentnum => $agentnum,
4735 country => $conf->config('countrydefault') || 'US',
4736 payby => $payby, #default
4737 paydate => '12/2037', #default
4739 my $billtime = time;
4740 my %cust_pkg = ( pkgpart => $pkgpart );
4742 foreach my $field ( @fields ) {
4744 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
4746 #$cust_pkg{$1} = str2time( shift @$columns );
4747 if ( $1 eq 'pkgpart' ) {
4748 $cust_pkg{$1} = shift @columns;
4749 } elsif ( $1 eq 'setup' ) {
4750 $billtime = str2time(shift @columns);
4752 $cust_pkg{$1} = str2time( shift @columns );
4755 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
4757 $svc_acct{$1} = shift @columns;
4761 #refnum interception
4762 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
4764 my $referral = $columns[0];
4765 my %hash = ( 'referral' => $referral,
4766 'agentnum' => $agentnum,
4770 my $part_referral = qsearchs('part_referral', \%hash )
4771 || new FS::part_referral \%hash;
4773 unless ( $part_referral->refnum ) {
4774 my $error = $part_referral->insert;
4776 $dbh->rollback if $oldAutoCommit;
4777 return "can't auto-insert advertising source: $referral: $error";
4781 $columns[0] = $part_referral->refnum;
4784 #$cust_main{$field} = shift @$columns;
4785 $cust_main{$field} = shift @columns;
4789 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
4791 my $invoicing_list = $cust_main{'invoicing_list'}
4792 ? [ delete $cust_main{'invoicing_list'} ]
4795 my $cust_main = new FS::cust_main ( \%cust_main );
4798 tie my %hash, 'Tie::RefHash'; #this part is important
4800 if ( $cust_pkg{'pkgpart'} ) {
4801 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
4804 if ( $svc_acct{'username'} ) {
4805 my $part_pkg = $cust_pkg->part_pkg;
4806 unless ( $part_pkg ) {
4807 $dbh->rollback if $oldAutoCommit;
4808 return "unknown pkgnum ". $cust_pkg{'pkgpart'};
4810 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
4811 push @svc_acct, new FS::svc_acct ( \%svc_acct )
4814 $hash{$cust_pkg} = \@svc_acct;
4817 my $error = $cust_main->insert( \%hash, $invoicing_list );
4820 $dbh->rollback if $oldAutoCommit;
4821 return "can't insert customer for $line: $error";
4824 if ( $format eq 'simple' ) {
4826 #false laziness w/bill.cgi
4827 $error = $cust_main->bill( 'time' => $billtime );
4829 $dbh->rollback if $oldAutoCommit;
4830 return "can't bill customer for $line: $error";
4833 $cust_main->apply_payments_and_credits;
4835 $error = $cust_main->collect();
4837 $dbh->rollback if $oldAutoCommit;
4838 return "can't collect customer for $line: $error";
4846 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4848 return "Empty file!" unless $imported;
4860 #warn join('-',keys %$param);
4861 my $fh = $param->{filehandle};
4862 my @fields = @{$param->{fields}};
4864 eval "use Text::CSV_XS;";
4867 my $csv = new Text::CSV_XS;
4874 local $SIG{HUP} = 'IGNORE';
4875 local $SIG{INT} = 'IGNORE';
4876 local $SIG{QUIT} = 'IGNORE';
4877 local $SIG{TERM} = 'IGNORE';
4878 local $SIG{TSTP} = 'IGNORE';
4879 local $SIG{PIPE} = 'IGNORE';
4881 my $oldAutoCommit = $FS::UID::AutoCommit;
4882 local $FS::UID::AutoCommit = 0;
4885 #while ( $columns = $csv->getline($fh) ) {
4887 while ( defined($line=<$fh>) ) {
4889 $csv->parse($line) or do {
4890 $dbh->rollback if $oldAutoCommit;
4891 return "can't parse: ". $csv->error_input();
4894 my @columns = $csv->fields();
4895 #warn join('-',@columns);
4898 foreach my $field ( @fields ) {
4899 $row{$field} = shift @columns;
4902 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
4903 unless ( $cust_main ) {
4904 $dbh->rollback if $oldAutoCommit;
4905 return "unknown custnum $row{'custnum'}";
4908 if ( $row{'amount'} > 0 ) {
4909 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4911 $dbh->rollback if $oldAutoCommit;
4915 } elsif ( $row{'amount'} < 0 ) {
4916 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4919 $dbh->rollback if $oldAutoCommit;
4929 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4931 return "Empty file!" unless $imported;
4937 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4939 Sends a templated email notification to the customer (see L<Text::Template>).
4941 OPTIONS is a hash and may include
4943 I<from> - the email sender (default is invoice_from)
4945 I<to> - comma-separated scalar or arrayref of recipients
4946 (default is invoicing_list)
4948 I<subject> - The subject line of the sent email notification
4949 (default is "Notice from company_name")
4951 I<extra_fields> - a hashref of name/value pairs which will be substituted
4954 The following variables are vavailable in the template.
4956 I<$first> - the customer first name
4957 I<$last> - the customer last name
4958 I<$company> - the customer company
4959 I<$payby> - a description of the method of payment for the customer
4960 # would be nice to use FS::payby::shortname
4961 I<$payinfo> - the account information used to collect for this customer
4962 I<$expdate> - the expiration of the customer payment in seconds from epoch
4967 my ($customer, $template, %options) = @_;
4969 return unless $conf->exists($template);
4971 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
4972 $from = $options{from} if exists($options{from});
4974 my $to = join(',', $customer->invoicing_list_emailonly);
4975 $to = $options{to} if exists($options{to});
4977 my $subject = "Notice from " . $conf->config('company_name')
4978 if $conf->exists('company_name');
4979 $subject = $options{subject} if exists($options{subject});
4981 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4982 SOURCE => [ map "$_\n",
4983 $conf->config($template)]
4985 or die "can't create new Text::Template object: Text::Template::ERROR";
4986 $notify_template->compile()
4987 or die "can't compile template: Text::Template::ERROR";
4989 my $paydate = $customer->paydate;
4990 $FS::notify_template::_template::first = $customer->first;
4991 $FS::notify_template::_template::last = $customer->last;
4992 $FS::notify_template::_template::company = $customer->company;
4993 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
4994 my $payby = $customer->payby;
4995 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4996 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4998 #credit cards expire at the end of the month/year of their exp date
4999 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5000 $FS::notify_template::_template::payby = 'credit card';
5001 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5002 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5004 }elsif ($payby eq 'COMP') {
5005 $FS::notify_template::_template::payby = 'complimentary account';
5007 $FS::notify_template::_template::payby = 'current method';
5009 $FS::notify_template::_template::expdate = $expire_time;
5011 for (keys %{$options{extra_fields}}){
5013 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5016 send_email(from => $from,
5018 subject => $subject,
5019 body => $notify_template->fill_in( PACKAGE =>
5020 'FS::notify_template::_template' ),
5025 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5027 Generates a templated notification to the customer (see L<Text::Template>).
5029 OPTIONS is a hash and may include
5031 I<extra_fields> - a hashref of name/value pairs which will be substituted
5032 into the template. These values may override values mentioned below
5033 and those from the customer record.
5035 The following variables are available in the template instead of or in addition
5036 to the fields of the customer record.
5038 I<$payby> - a description of the method of payment for the customer
5039 # would be nice to use FS::payby::shortname
5040 I<$payinfo> - the masked account information used to collect for this customer
5041 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5042 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
5046 sub generate_letter {
5047 my ($self, $template, %options) = @_;
5049 return unless $conf->exists($template);
5051 my $letter_template = new Text::Template
5053 SOURCE => [ map "$_\n", $conf->config($template)],
5054 DELIMITERS => [ '[@--', '--@]' ],
5056 or die "can't create new Text::Template object: Text::Template::ERROR";
5058 $letter_template->compile()
5059 or die "can't compile template: Text::Template::ERROR";
5061 my %letter_data = map { $_ => $self->$_ } $self->fields;
5062 $letter_data{payinfo} = $self->mask_payinfo;
5064 my $paydate = $self->paydate;
5065 my $payby = $self->payby;
5066 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5067 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5069 #credit cards expire at the end of the month/year of their exp date
5070 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5071 $letter_data{payby} = 'credit card';
5072 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5073 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5075 }elsif ($payby eq 'COMP') {
5076 $letter_data{payby} = 'complimentary account';
5078 $letter_data{payby} = 'current method';
5080 $letter_data{expdate} = $expire_time;
5082 for (keys %{$options{extra_fields}}){
5083 $letter_data{$_} = $options{extra_fields}->{$_};
5086 unless(exists($letter_data{returnaddress})){
5087 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5088 $self->_agent_template)
5091 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
5094 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5096 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5097 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5101 ) or die "can't open temp file: $!\n";
5103 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5105 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5109 =item print_ps TEMPLATE
5111 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5117 my $file = $self->generate_letter(@_);
5118 FS::Misc::generate_ps($file);
5121 =item print TEMPLATE
5123 Prints the filled in template.
5125 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5129 sub queueable_print {
5132 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5133 or die "invalid customer number: " . $opt{custvnum};
5135 my $error = $self->print( $opt{template} );
5136 die $error if $error;
5140 my ($self, $template) = (shift, shift);
5141 do_print [ $self->print_ps($template) ];
5144 sub agent_template {
5146 $self->_agent_plandata('agent_templatename');
5149 sub agent_invoice_from {
5151 $self->_agent_plandata('agent_invoice_from');
5154 sub _agent_plandata {
5155 my( $self, $option ) = @_;
5157 my $part_bill_event = qsearchs( 'part_bill_event',
5159 'payby' => $self->payby,
5160 'plan' => 'send_agent',
5161 'plandata' => { 'op' => '~',
5162 'value' => "(^|\n)agentnum ".
5170 'ORDER BY seconds LIMIT 1'
5173 return '' unless $part_bill_event;
5175 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
5178 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
5179 " plandata for $option";
5191 The delete method should possibly take an FS::cust_main object reference
5192 instead of a scalar customer number.
5194 Bill and collect options should probably be passed as references instead of a
5197 There should probably be a configuration file with a list of allowed credit
5200 No multiple currency support (probably a larger project than just this module).
5202 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5204 Birthdates rely on negative epoch values.
5206 The payby for card/check batches is broken. With mixed batching, bad
5211 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5212 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5213 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.