5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Location
10 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
11 FS::geocode_Mixin FS::Quotable_Mixin
15 use vars qw( $DEBUG $me $conf
18 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
25 use Storable qw(thaw);
29 use Digest::MD5 qw(md5_base64);
32 use File::Temp; #qw( tempfile );
33 use Business::CreditCard 0.28;
35 use FS::UID qw( getotaker dbh driver_name );
36 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_email send_email generate_ps do_print );
38 use FS::Msgcat qw(gettext);
45 use FS::legacy_cust_bill;
47 use FS::cust_pay_pending;
48 use FS::cust_pay_void;
49 use FS::cust_pay_batch;
52 use FS::part_referral;
53 use FS::cust_main_county;
54 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
85 $ignore_banned_card = 0;
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('payinfo', 'paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
200 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
204 Payment Information (See L<FS::payinfo_Mixin> for data format)
208 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
212 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
216 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
220 Start date month (maestro/solo cards only)
224 Start date year (maestro/solo cards only)
228 Issue number (maestro/solo cards only)
232 Name on card or billing name
236 IP address from which payment information was received
240 Tax exempt, empty or `Y'
244 Order taker (see L<FS::access_user>)
250 =item referral_custnum
252 Referring customer number
256 Enable individual CDR spooling, empty or `Y'
260 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
264 Discourage individual CDR printing, empty or `Y'
268 Allow self-service editing of ticket subjects, empty or 'Y'
270 =item calling_list_exempt
272 Do not call, empty or 'Y'
282 Creates a new customer. To add the customer to the database, see L<"insert">.
284 Note that this stores the hash reference, not a distinct copy of the hash it
285 points to. You can ask the object for a copy with the I<hash> method.
289 sub table { 'cust_main'; }
291 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
293 Adds this customer to the database. If there is an error, returns the error,
294 otherwise returns false.
296 Usually the customer's location will not yet exist in the database, and
297 the C<bill_location> and C<ship_location> pseudo-fields must be set to
298 uninserted L<FS::cust_location> objects. These will be inserted and linked
299 (in both directions) to the new customer record. If they're references
300 to the same object, they will become the same location.
302 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
303 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
304 are inserted atomicly, or the transaction is rolled back. Passing an empty
305 hash reference is equivalent to not supplying this parameter. There should be
306 a better explanation of this, but until then, here's an example:
309 tie %hash, 'Tie::RefHash'; #this part is important
311 $cust_pkg => [ $svc_acct ],
314 $cust_main->insert( \%hash );
316 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
317 be set as the invoicing list (see L<"invoicing_list">). Errors return as
318 expected and rollback the entire transaction; it is not necessary to call
319 check_invoicing_list first. The invoicing_list is set after the records in the
320 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
321 invoicing_list destination to the newly-created svc_acct. Here's an example:
323 $cust_main->insert( {}, [ $email, 'POST' ] );
325 Currently available options are: I<depend_jobnum>, I<noexport>,
326 I<tax_exemption> and I<prospectnum>.
328 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
329 on the supplied jobnum (they will not run until the specific job completes).
330 This can be used to defer provisioning until some action completes (such
331 as running the customer's credit card successfully).
333 The I<noexport> option is deprecated. If I<noexport> is set true, no
334 provisioning jobs (exports) are scheduled. (You can schedule them later with
335 the B<reexport> method.)
337 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
338 of tax names and exemption numbers. FS::cust_main_exemption records will be
339 created and inserted.
341 If I<prospectnum> is set, moves contacts and locations from that prospect.
347 my $cust_pkgs = @_ ? shift : {};
348 my $invoicing_list = @_ ? shift : '';
350 warn "$me insert called with options ".
351 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
354 local $SIG{HUP} = 'IGNORE';
355 local $SIG{INT} = 'IGNORE';
356 local $SIG{QUIT} = 'IGNORE';
357 local $SIG{TERM} = 'IGNORE';
358 local $SIG{TSTP} = 'IGNORE';
359 local $SIG{PIPE} = 'IGNORE';
361 my $oldAutoCommit = $FS::UID::AutoCommit;
362 local $FS::UID::AutoCommit = 0;
365 my $prepay_identifier = '';
366 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
368 if ( $self->payby eq 'PREPAY' ) {
370 $self->payby('BILL');
371 $prepay_identifier = $self->payinfo;
374 warn " looking up prepaid card $prepay_identifier\n"
377 my $error = $self->get_prepay( $prepay_identifier,
378 'amount_ref' => \$amount,
379 'seconds_ref' => \$seconds,
380 'upbytes_ref' => \$upbytes,
381 'downbytes_ref' => \$downbytes,
382 'totalbytes_ref' => \$totalbytes,
385 $dbh->rollback if $oldAutoCommit;
386 #return "error applying prepaid card (transaction rolled back): $error";
390 $payby = 'PREP' if $amount;
392 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
395 $self->payby('BILL');
396 $amount = $self->paid;
401 foreach my $l (qw(bill_location ship_location)) {
402 my $loc = delete $self->hashref->{$l};
403 # XXX if we're moving a prospect's locations, do that here
408 if ( !$loc->locationnum ) {
409 # warn the location that we're going to insert it with no custnum
410 $loc->set(custnum_pending => 1);
411 warn " inserting $l\n"
413 my $error = $loc->insert;
415 $dbh->rollback if $oldAutoCommit;
416 my $label = $l eq 'ship_location' ? 'service' : 'billing';
417 return "$error (in $label location)";
420 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
421 # then it somehow belongs to another customer--shouldn't happen
422 $dbh->rollback if $oldAutoCommit;
423 return "$l belongs to customer ".$loc->custnum;
425 # else it already belongs to this customer
426 # (happens when ship_location is identical to bill_location)
428 $self->set($l.'num', $loc->locationnum);
430 if ( $self->get($l.'num') eq '' ) {
431 $dbh->rollback if $oldAutoCommit;
436 warn " inserting $self\n"
439 $self->signupdate(time) unless $self->signupdate;
441 $self->auto_agent_custid()
442 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
444 my $error = $self->SUPER::insert;
446 $dbh->rollback if $oldAutoCommit;
447 #return "inserting cust_main record (transaction rolled back): $error";
451 # now set cust_location.custnum
452 foreach my $l (qw(bill_location ship_location)) {
453 warn " setting $l.custnum\n"
456 $loc->set(custnum => $self->custnum);
457 $error ||= $loc->replace;
460 $dbh->rollback if $oldAutoCommit;
461 return "error setting $l custnum: $error";
465 warn " setting invoicing list\n"
468 if ( $invoicing_list ) {
469 $error = $self->check_invoicing_list( $invoicing_list );
471 $dbh->rollback if $oldAutoCommit;
472 #return "checking invoicing_list (transaction rolled back): $error";
475 $self->invoicing_list( $invoicing_list );
478 warn " setting customer tags\n"
481 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
482 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
483 'custnum' => $self->custnum };
484 my $error = $cust_tag->insert;
486 $dbh->rollback if $oldAutoCommit;
491 my $prospectnum = delete $options{'prospectnum'};
492 if ( $prospectnum ) {
494 warn " moving contacts and locations from prospect $prospectnum\n"
498 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
499 unless ( $prospect_main ) {
500 $dbh->rollback if $oldAutoCommit;
501 return "Unknown prospectnum $prospectnum";
503 $prospect_main->custnum($self->custnum);
504 $prospect_main->disabled('Y');
505 my $error = $prospect_main->replace;
507 $dbh->rollback if $oldAutoCommit;
511 my @contact = $prospect_main->contact;
512 my @cust_location = $prospect_main->cust_location;
513 my @qual = $prospect_main->qual;
515 foreach my $r ( @contact, @cust_location, @qual ) {
517 $r->custnum($self->custnum);
518 my $error = $r->replace;
520 $dbh->rollback if $oldAutoCommit;
527 warn " setting cust_main_exemption\n"
530 my $tax_exemption = delete $options{'tax_exemption'};
531 if ( $tax_exemption ) {
533 $tax_exemption = { map { $_ => '' } @$tax_exemption }
534 if ref($tax_exemption) eq 'ARRAY';
536 foreach my $taxname ( keys %$tax_exemption ) {
537 my $cust_main_exemption = new FS::cust_main_exemption {
538 'custnum' => $self->custnum,
539 'taxname' => $taxname,
540 'exempt_number' => $tax_exemption->{$taxname},
542 my $error = $cust_main_exemption->insert;
544 $dbh->rollback if $oldAutoCommit;
545 return "inserting cust_main_exemption (transaction rolled back): $error";
550 if ( $self->can('start_copy_skel') ) {
551 my $error = $self->start_copy_skel;
553 $dbh->rollback if $oldAutoCommit;
558 warn " ordering packages\n"
561 $error = $self->order_pkgs( $cust_pkgs,
563 'seconds_ref' => \$seconds,
564 'upbytes_ref' => \$upbytes,
565 'downbytes_ref' => \$downbytes,
566 'totalbytes_ref' => \$totalbytes,
569 $dbh->rollback if $oldAutoCommit;
574 $dbh->rollback if $oldAutoCommit;
575 return "No svc_acct record to apply pre-paid time";
577 if ( $upbytes || $downbytes || $totalbytes ) {
578 $dbh->rollback if $oldAutoCommit;
579 return "No svc_acct record to apply pre-paid data";
583 warn " inserting initial $payby payment of $amount\n"
585 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
587 $dbh->rollback if $oldAutoCommit;
588 return "inserting payment (transaction rolled back): $error";
592 unless ( $import || $skip_fuzzyfiles ) {
593 warn " queueing fuzzyfiles update\n"
595 $error = $self->queue_fuzzyfiles_update;
597 $dbh->rollback if $oldAutoCommit;
598 return "updating fuzzy search cache: $error";
602 # FS::geocode_Mixin::after_insert or something?
603 if ( $conf->config('tax_district_method') and !$import ) {
604 # if anything non-empty, try to look it up
605 my $queue = new FS::queue {
606 'job' => 'FS::geocode_Mixin::process_district_update',
607 'custnum' => $self->custnum,
609 my $error = $queue->insert( ref($self), $self->custnum );
611 $dbh->rollback if $oldAutoCommit;
612 return "queueing tax district update: $error";
617 warn " exporting\n" if $DEBUG > 1;
619 my $export_args = $options{'export_args'} || [];
622 map qsearch( 'part_export', {exportnum=>$_} ),
623 $conf->config('cust_main-exports'); #, $agentnum
625 foreach my $part_export ( @part_export ) {
626 my $error = $part_export->export_insert($self, @$export_args);
628 $dbh->rollback if $oldAutoCommit;
629 return "exporting to ". $part_export->exporttype.
630 " (transaction rolled back): $error";
634 #foreach my $depend_jobnum ( @$depend_jobnums ) {
635 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
637 # foreach my $jobnum ( @jobnums ) {
638 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
639 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
641 # my $error = $queue->depend_insert($depend_jobnum);
643 # $dbh->rollback if $oldAutoCommit;
644 # return "error queuing job dependancy: $error";
651 #if ( exists $options{'jobnums'} ) {
652 # push @{ $options{'jobnums'} }, @jobnums;
655 warn " insert complete; committing transaction\n"
658 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
663 use File::CounterFile;
664 sub auto_agent_custid {
667 my $format = $conf->config('cust_main-auto_agent_custid');
669 if ( $format eq '1YMMXXXXXXXX' ) {
671 my $counter = new File::CounterFile 'cust_main.agent_custid';
674 my $ym = 100000000000 + time2str('%y%m00000000', time);
675 if ( $ym > $counter->value ) {
676 $counter->{'value'} = $agent_custid = $ym;
677 $counter->{'updated'} = 1;
679 $agent_custid = $counter->inc;
685 die "Unknown cust_main-auto_agent_custid format: $format";
688 $self->agent_custid($agent_custid);
692 =item PACKAGE METHODS
694 Documentation on customer package methods has been moved to
695 L<FS::cust_main::Packages>.
697 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
699 Recharges this (existing) customer with the specified prepaid card (see
700 L<FS::prepay_credit>), specified either by I<identifier> or as an
701 FS::prepay_credit object. If there is an error, returns the error, otherwise
704 Optionally, five scalar references can be passed as well. They will have their
705 values filled in with the amount, number of seconds, and number of upload,
706 download, and total bytes applied by this prepaid card.
710 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
711 #the only place that uses these args
712 sub recharge_prepay {
713 my( $self, $prepay_credit, $amountref, $secondsref,
714 $upbytesref, $downbytesref, $totalbytesref ) = @_;
716 local $SIG{HUP} = 'IGNORE';
717 local $SIG{INT} = 'IGNORE';
718 local $SIG{QUIT} = 'IGNORE';
719 local $SIG{TERM} = 'IGNORE';
720 local $SIG{TSTP} = 'IGNORE';
721 local $SIG{PIPE} = 'IGNORE';
723 my $oldAutoCommit = $FS::UID::AutoCommit;
724 local $FS::UID::AutoCommit = 0;
727 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
729 my $error = $self->get_prepay( $prepay_credit,
730 'amount_ref' => \$amount,
731 'seconds_ref' => \$seconds,
732 'upbytes_ref' => \$upbytes,
733 'downbytes_ref' => \$downbytes,
734 'totalbytes_ref' => \$totalbytes,
736 || $self->increment_seconds($seconds)
737 || $self->increment_upbytes($upbytes)
738 || $self->increment_downbytes($downbytes)
739 || $self->increment_totalbytes($totalbytes)
740 || $self->insert_cust_pay_prepay( $amount,
742 ? $prepay_credit->identifier
747 $dbh->rollback if $oldAutoCommit;
751 if ( defined($amountref) ) { $$amountref = $amount; }
752 if ( defined($secondsref) ) { $$secondsref = $seconds; }
753 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
754 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
755 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
757 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
762 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
764 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
765 specified either by I<identifier> or as an FS::prepay_credit object.
767 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
768 incremented by the values of the prepaid card.
770 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
771 check or set this customer's I<agentnum>.
773 If there is an error, returns the error, otherwise returns false.
779 my( $self, $prepay_credit, %opt ) = @_;
781 local $SIG{HUP} = 'IGNORE';
782 local $SIG{INT} = 'IGNORE';
783 local $SIG{QUIT} = 'IGNORE';
784 local $SIG{TERM} = 'IGNORE';
785 local $SIG{TSTP} = 'IGNORE';
786 local $SIG{PIPE} = 'IGNORE';
788 my $oldAutoCommit = $FS::UID::AutoCommit;
789 local $FS::UID::AutoCommit = 0;
792 unless ( ref($prepay_credit) ) {
794 my $identifier = $prepay_credit;
796 $prepay_credit = qsearchs(
798 { 'identifier' => $identifier },
803 unless ( $prepay_credit ) {
804 $dbh->rollback if $oldAutoCommit;
805 return "Invalid prepaid card: ". $identifier;
810 if ( $prepay_credit->agentnum ) {
811 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
812 $dbh->rollback if $oldAutoCommit;
813 return "prepaid card not valid for agent ". $self->agentnum;
815 $self->agentnum($prepay_credit->agentnum);
818 my $error = $prepay_credit->delete;
820 $dbh->rollback if $oldAutoCommit;
821 return "removing prepay_credit (transaction rolled back): $error";
824 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
825 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
827 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
832 =item increment_upbytes SECONDS
834 Updates this customer's single or primary account (see L<FS::svc_acct>) by
835 the specified number of upbytes. If there is an error, returns the error,
836 otherwise returns false.
840 sub increment_upbytes {
841 _increment_column( shift, 'upbytes', @_);
844 =item increment_downbytes SECONDS
846 Updates this customer's single or primary account (see L<FS::svc_acct>) by
847 the specified number of downbytes. If there is an error, returns the error,
848 otherwise returns false.
852 sub increment_downbytes {
853 _increment_column( shift, 'downbytes', @_);
856 =item increment_totalbytes SECONDS
858 Updates this customer's single or primary account (see L<FS::svc_acct>) by
859 the specified number of totalbytes. If there is an error, returns the error,
860 otherwise returns false.
864 sub increment_totalbytes {
865 _increment_column( shift, 'totalbytes', @_);
868 =item increment_seconds SECONDS
870 Updates this customer's single or primary account (see L<FS::svc_acct>) by
871 the specified number of seconds. If there is an error, returns the error,
872 otherwise returns false.
876 sub increment_seconds {
877 _increment_column( shift, 'seconds', @_);
880 =item _increment_column AMOUNT
882 Updates this customer's single or primary account (see L<FS::svc_acct>) by
883 the specified number of seconds or bytes. If there is an error, returns
884 the error, otherwise returns false.
888 sub _increment_column {
889 my( $self, $column, $amount ) = @_;
890 warn "$me increment_column called: $column, $amount\n"
893 return '' unless $amount;
895 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
896 $self->ncancelled_pkgs;
899 return 'No packages with primary or single services found'.
900 ' to apply pre-paid time';
901 } elsif ( scalar(@cust_pkg) > 1 ) {
902 #maybe have a way to specify the package/account?
903 return 'Multiple packages found to apply pre-paid time';
906 my $cust_pkg = $cust_pkg[0];
907 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
911 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
914 return 'No account found to apply pre-paid time';
915 } elsif ( scalar(@cust_svc) > 1 ) {
916 return 'Multiple accounts found to apply pre-paid time';
919 my $svc_acct = $cust_svc[0]->svc_x;
920 warn " found service svcnum ". $svc_acct->pkgnum.
921 ' ('. $svc_acct->email. ")\n"
924 $column = "increment_$column";
925 $svc_acct->$column($amount);
929 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
931 Inserts a prepayment in the specified amount for this customer. An optional
932 second argument can specify the prepayment identifier for tracking purposes.
933 If there is an error, returns the error, otherwise returns false.
937 sub insert_cust_pay_prepay {
938 shift->insert_cust_pay('PREP', @_);
941 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
943 Inserts a cash payment in the specified amount for this customer. An optional
944 second argument can specify the payment identifier for tracking purposes.
945 If there is an error, returns the error, otherwise returns false.
949 sub insert_cust_pay_cash {
950 shift->insert_cust_pay('CASH', @_);
953 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
955 Inserts a Western Union payment in the specified amount for this customer. An
956 optional second argument can specify the prepayment identifier for tracking
957 purposes. If there is an error, returns the error, otherwise returns false.
961 sub insert_cust_pay_west {
962 shift->insert_cust_pay('WEST', @_);
965 sub insert_cust_pay {
966 my( $self, $payby, $amount ) = splice(@_, 0, 3);
967 my $payinfo = scalar(@_) ? shift : '';
969 my $cust_pay = new FS::cust_pay {
970 'custnum' => $self->custnum,
971 'paid' => sprintf('%.2f', $amount),
972 #'_date' => #date the prepaid card was purchased???
974 'payinfo' => $payinfo,
982 This method is deprecated. See the I<depend_jobnum> option to the insert and
983 order_pkgs methods for a better way to defer provisioning.
985 Re-schedules all exports by calling the B<reexport> method of all associated
986 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
987 otherwise returns false.
994 carp "WARNING: FS::cust_main::reexport is deprectated; ".
995 "use the depend_jobnum option to insert or order_pkgs to delay export";
997 local $SIG{HUP} = 'IGNORE';
998 local $SIG{INT} = 'IGNORE';
999 local $SIG{QUIT} = 'IGNORE';
1000 local $SIG{TERM} = 'IGNORE';
1001 local $SIG{TSTP} = 'IGNORE';
1002 local $SIG{PIPE} = 'IGNORE';
1004 my $oldAutoCommit = $FS::UID::AutoCommit;
1005 local $FS::UID::AutoCommit = 0;
1008 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1009 my $error = $cust_pkg->reexport;
1011 $dbh->rollback if $oldAutoCommit;
1016 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1021 =item delete [ OPTION => VALUE ... ]
1023 This deletes the customer. If there is an error, returns the error, otherwise
1026 This will completely remove all traces of the customer record. This is not
1027 what you want when a customer cancels service; for that, cancel all of the
1028 customer's packages (see L</cancel>).
1030 If the customer has any uncancelled packages, you need to pass a new (valid)
1031 customer number for those packages to be transferred to, as the "new_customer"
1032 option. Cancelled packages will be deleted. Did I mention that this is NOT
1033 what you want when a customer cancels service and that you really should be
1034 looking at L<FS::cust_pkg/cancel>?
1036 You can't delete a customer with invoices (see L<FS::cust_bill>),
1037 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1038 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1039 set the "delete_financials" option to a true value.
1044 my( $self, %opt ) = @_;
1046 local $SIG{HUP} = 'IGNORE';
1047 local $SIG{INT} = 'IGNORE';
1048 local $SIG{QUIT} = 'IGNORE';
1049 local $SIG{TERM} = 'IGNORE';
1050 local $SIG{TSTP} = 'IGNORE';
1051 local $SIG{PIPE} = 'IGNORE';
1053 my $oldAutoCommit = $FS::UID::AutoCommit;
1054 local $FS::UID::AutoCommit = 0;
1057 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1058 $dbh->rollback if $oldAutoCommit;
1059 return "Can't delete a master agent customer";
1062 #use FS::access_user
1063 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1064 $dbh->rollback if $oldAutoCommit;
1065 return "Can't delete a master employee customer";
1068 tie my %financial_tables, 'Tie::IxHash',
1069 'cust_bill' => 'invoices',
1070 'cust_statement' => 'statements',
1071 'cust_credit' => 'credits',
1072 'cust_pay' => 'payments',
1073 'cust_refund' => 'refunds',
1076 foreach my $table ( keys %financial_tables ) {
1078 my @records = $self->$table();
1080 if ( @records && ! $opt{'delete_financials'} ) {
1081 $dbh->rollback if $oldAutoCommit;
1082 return "Can't delete a customer with ". $financial_tables{$table};
1085 foreach my $record ( @records ) {
1086 my $error = $record->delete;
1088 $dbh->rollback if $oldAutoCommit;
1089 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1095 my @cust_pkg = $self->ncancelled_pkgs;
1097 my $new_custnum = $opt{'new_custnum'};
1098 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1099 $dbh->rollback if $oldAutoCommit;
1100 return "Invalid new customer number: $new_custnum";
1102 foreach my $cust_pkg ( @cust_pkg ) {
1103 my %hash = $cust_pkg->hash;
1104 $hash{'custnum'} = $new_custnum;
1105 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1106 my $error = $new_cust_pkg->replace($cust_pkg,
1107 options => { $cust_pkg->options },
1110 $dbh->rollback if $oldAutoCommit;
1115 my @cancelled_cust_pkg = $self->all_pkgs;
1116 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1117 my $error = $cust_pkg->delete;
1119 $dbh->rollback if $oldAutoCommit;
1124 #cust_tax_adjustment in financials?
1125 #cust_pay_pending? ouch
1127 foreach my $table (qw(
1128 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1129 cust_location cust_main_note cust_tax_adjustment
1130 cust_pay_void cust_pay_batch queue cust_tax_exempt
1132 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1133 my $error = $record->delete;
1135 $dbh->rollback if $oldAutoCommit;
1141 my $sth = $dbh->prepare(
1142 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1144 my $errstr = $dbh->errstr;
1145 $dbh->rollback if $oldAutoCommit;
1148 $sth->execute($self->custnum) or do {
1149 my $errstr = $sth->errstr;
1150 $dbh->rollback if $oldAutoCommit;
1156 my $ticket_dbh = '';
1157 if ($conf->config('ticket_system') eq 'RT_Internal') {
1159 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1160 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1161 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1162 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1165 if ( $ticket_dbh ) {
1167 my $ticket_sth = $ticket_dbh->prepare(
1168 'DELETE FROM Links WHERE Target = ?'
1170 my $errstr = $ticket_dbh->errstr;
1171 $dbh->rollback if $oldAutoCommit;
1174 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1176 my $errstr = $ticket_sth->errstr;
1177 $dbh->rollback if $oldAutoCommit;
1181 #check and see if the customer is the only link on the ticket, and
1182 #if so, set the ticket to deleted status in RT?
1183 #maybe someday, for now this will at least fix tickets not displaying
1187 #delete the customer record
1189 my $error = $self->SUPER::delete;
1191 $dbh->rollback if $oldAutoCommit;
1195 # cust_main exports!
1197 #my $export_args = $options{'export_args'} || [];
1200 map qsearch( 'part_export', {exportnum=>$_} ),
1201 $conf->config('cust_main-exports'); #, $agentnum
1203 foreach my $part_export ( @part_export ) {
1204 my $error = $part_export->export_delete( $self ); #, @$export_args);
1206 $dbh->rollback if $oldAutoCommit;
1207 return "exporting to ". $part_export->exporttype.
1208 " (transaction rolled back): $error";
1212 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1217 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1219 This merges this customer into the provided new custnum, and then deletes the
1220 customer. If there is an error, returns the error, otherwise returns false.
1222 The source customer's name, company name, phone numbers, agent,
1223 referring customer, customer class, advertising source, order taker, and
1224 billing information (except balance) are discarded.
1226 All packages are moved to the target customer. Packages with package locations
1227 are preserved. Packages without package locations are moved to a new package
1228 location with the source customer's service/shipping address.
1230 All invoices, statements, payments, credits and refunds are moved to the target
1231 customer. The source customer's balance is added to the target customer.
1233 All notes, attachments, tickets and customer tags are moved to the target
1236 Change history is not currently moved.
1241 my( $self, $new_custnum, %opt ) = @_;
1243 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1245 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1246 return "Invalid new customer number: $new_custnum";
1249 local $SIG{HUP} = 'IGNORE';
1250 local $SIG{INT} = 'IGNORE';
1251 local $SIG{QUIT} = 'IGNORE';
1252 local $SIG{TERM} = 'IGNORE';
1253 local $SIG{TSTP} = 'IGNORE';
1254 local $SIG{PIPE} = 'IGNORE';
1256 my $oldAutoCommit = $FS::UID::AutoCommit;
1257 local $FS::UID::AutoCommit = 0;
1260 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1261 $dbh->rollback if $oldAutoCommit;
1262 return "Can't merge a master agent customer";
1265 #use FS::access_user
1266 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't merge a master employee customer";
1271 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1272 'status' => { op=>'!=', value=>'done' },
1276 $dbh->rollback if $oldAutoCommit;
1277 return "Can't merge a customer with pending payments";
1280 tie my %financial_tables, 'Tie::IxHash',
1281 'cust_bill' => 'invoices',
1282 'cust_statement' => 'statements',
1283 'cust_credit' => 'credits',
1284 'cust_pay' => 'payments',
1285 'cust_pay_void' => 'voided payments',
1286 'cust_refund' => 'refunds',
1289 foreach my $table ( keys %financial_tables ) {
1291 my @records = $self->$table();
1293 foreach my $record ( @records ) {
1294 $record->custnum($new_custnum);
1295 my $error = $record->replace;
1297 $dbh->rollback if $oldAutoCommit;
1298 return "Error merging ". $financial_tables{$table}. ": $error\n";
1304 my $name = $self->ship_name; #?
1306 my $locationnum = '';
1307 foreach my $cust_pkg ( $self->all_pkgs ) {
1308 $cust_pkg->custnum($new_custnum);
1310 unless ( $cust_pkg->locationnum ) {
1311 unless ( $locationnum ) {
1312 my $cust_location = new FS::cust_location {
1313 $self->location_hash,
1314 'custnum' => $new_custnum,
1316 my $error = $cust_location->insert;
1318 $dbh->rollback if $oldAutoCommit;
1321 $locationnum = $cust_location->locationnum;
1323 $cust_pkg->locationnum($locationnum);
1326 my $error = $cust_pkg->replace;
1328 $dbh->rollback if $oldAutoCommit;
1332 # add customer (ship) name to svc_phone.phone_name if blank
1333 my @cust_svc = $cust_pkg->cust_svc;
1334 foreach my $cust_svc (@cust_svc) {
1335 my($label, $value, $svcdb) = $cust_svc->label;
1336 next unless $svcdb eq 'svc_phone';
1337 my $svc_phone = $cust_svc->svc_x;
1338 next if $svc_phone->phone_name;
1339 $svc_phone->phone_name($name);
1340 my $error = $svc_phone->replace;
1342 $dbh->rollback if $oldAutoCommit;
1350 # cust_tax_exempt (texas tax exemptions)
1351 # cust_recon (some sort of not-well understood thing for OnPac)
1353 #these are moved over
1354 foreach my $table (qw(
1355 cust_tag cust_location contact cust_attachment cust_main_note
1356 cust_tax_adjustment cust_pay_batch queue
1358 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1359 $record->custnum($new_custnum);
1360 my $error = $record->replace;
1362 $dbh->rollback if $oldAutoCommit;
1368 #these aren't preserved
1369 foreach my $table (qw(
1370 cust_main_exemption cust_main_invoice
1372 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1373 my $error = $record->delete;
1375 $dbh->rollback if $oldAutoCommit;
1382 my $sth = $dbh->prepare(
1383 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1385 my $errstr = $dbh->errstr;
1386 $dbh->rollback if $oldAutoCommit;
1389 $sth->execute($new_custnum, $self->custnum) or do {
1390 my $errstr = $sth->errstr;
1391 $dbh->rollback if $oldAutoCommit;
1397 my $ticket_dbh = '';
1398 if ($conf->config('ticket_system') eq 'RT_Internal') {
1400 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1401 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1402 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1403 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1406 if ( $ticket_dbh ) {
1408 my $ticket_sth = $ticket_dbh->prepare(
1409 'UPDATE Links SET Target = ? WHERE Target = ?'
1411 my $errstr = $ticket_dbh->errstr;
1412 $dbh->rollback if $oldAutoCommit;
1415 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1416 'freeside://freeside/cust_main/'.$self->custnum)
1418 my $errstr = $ticket_sth->errstr;
1419 $dbh->rollback if $oldAutoCommit;
1425 #delete the customer record
1427 my $error = $self->delete;
1429 $dbh->rollback if $oldAutoCommit;
1433 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1438 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1440 Replaces the OLD_RECORD with this one in the database. If there is an error,
1441 returns the error, otherwise returns false.
1443 To change the customer's address, set the pseudo-fields C<bill_location> and
1444 C<ship_location>. The address will still only change if at least one of the
1445 address fields differs from the existing values.
1447 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1448 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1449 expected and rollback the entire transaction; it is not necessary to call
1450 check_invoicing_list first. Here's an example:
1452 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1454 Currently available options are: I<tax_exemption>.
1456 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1457 of tax names and exemption numbers. FS::cust_main_exemption records will be
1458 deleted and inserted as appropriate.
1465 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1467 : $self->replace_old;
1471 warn "$me replace called\n"
1474 my $curuser = $FS::CurrentUser::CurrentUser;
1475 if ( $self->payby eq 'COMP'
1476 && $self->payby ne $old->payby
1477 && ! $curuser->access_right('Complimentary customer')
1480 return "You are not permitted to create complimentary accounts.";
1483 # should be unnecessary--geocode will default to null on new locations
1484 #if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1485 # && $conf->exists('enable_taxproducts')
1488 # my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1490 # $self->set('geocode', '')
1491 # if $old->get($pre.'zip') ne $self->get($pre.'zip')
1492 # && length($self->get($pre.'zip')) >= 10;
1495 # set_coord/coord_auto stuff is now handled by cust_location
1497 local($ignore_expired_card) = 1
1498 if $old->payby =~ /^(CARD|DCRD)$/
1499 && $self->payby =~ /^(CARD|DCRD)$/
1500 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1502 local($ignore_banned_card) = 1
1503 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1504 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1505 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1507 return "Invoicing locale is required"
1510 && $conf->exists('cust_main-require_locale');
1512 local $SIG{HUP} = 'IGNORE';
1513 local $SIG{INT} = 'IGNORE';
1514 local $SIG{QUIT} = 'IGNORE';
1515 local $SIG{TERM} = 'IGNORE';
1516 local $SIG{TSTP} = 'IGNORE';
1517 local $SIG{PIPE} = 'IGNORE';
1519 my $oldAutoCommit = $FS::UID::AutoCommit;
1520 local $FS::UID::AutoCommit = 0;
1523 for my $l (qw(bill_location ship_location)) {
1524 my $old_loc = $old->$l;
1525 my $new_loc = $self->$l;
1527 if ( !$new_loc->locationnum ) {
1529 # If the new location is all empty fields, or if it's identical to
1530 # the old location in all fields, don't replace.
1531 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1533 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1535 if ( @unlike or $old_loc->disabled ) {
1536 warn " changed $l fields: ".join(',',@unlike)."\n"
1538 $new_loc->set(custnum => $self->custnum);
1540 # insert it--the old location will be disabled later
1541 my $error = $new_loc->insert;
1543 $dbh->rollback if $oldAutoCommit;
1548 # no fields have changed and $old_loc isn't disabled, so don't change it
1553 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1554 $dbh->rollback if $oldAutoCommit;
1555 return "$l belongs to customer ".$new_loc->custnum;
1557 # else the new location belongs to this customer so we're good
1559 # set the foo_locationnum now that we have one.
1560 $self->set($l.'num', $new_loc->locationnum);
1564 my $error = $self->SUPER::replace($old);
1567 $dbh->rollback if $oldAutoCommit;
1571 # now move packages to the new service location
1572 $self->set('ship_location', ''); #flush cache
1573 if ( $old->ship_locationnum and # should only be null during upgrade...
1574 $old->ship_locationnum != $self->ship_locationnum ) {
1575 $error = $old->ship_location->move_to($self->ship_location);
1577 $dbh->rollback if $oldAutoCommit;
1581 # don't move packages based on the billing location, but
1582 # disable it if it's no longer in use
1583 if ( $old->bill_locationnum and
1584 $old->bill_locationnum != $self->bill_locationnum ) {
1585 $error = $old->bill_location->disable_if_unused;
1587 $dbh->rollback if $oldAutoCommit;
1592 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1593 my $invoicing_list = shift @param;
1594 $error = $self->check_invoicing_list( $invoicing_list );
1596 $dbh->rollback if $oldAutoCommit;
1599 $self->invoicing_list( $invoicing_list );
1602 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1604 #this could be more efficient than deleting and re-inserting, if it matters
1605 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1606 my $error = $cust_tag->delete;
1608 $dbh->rollback if $oldAutoCommit;
1612 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1613 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1614 'custnum' => $self->custnum };
1615 my $error = $cust_tag->insert;
1617 $dbh->rollback if $oldAutoCommit;
1624 my %options = @param;
1626 my $tax_exemption = delete $options{'tax_exemption'};
1627 if ( $tax_exemption ) {
1629 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1630 if ref($tax_exemption) eq 'ARRAY';
1632 my %cust_main_exemption =
1633 map { $_->taxname => $_ }
1634 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1636 foreach my $taxname ( keys %$tax_exemption ) {
1638 if ( $cust_main_exemption{$taxname} &&
1639 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1642 delete $cust_main_exemption{$taxname};
1646 my $cust_main_exemption = new FS::cust_main_exemption {
1647 'custnum' => $self->custnum,
1648 'taxname' => $taxname,
1649 'exempt_number' => $tax_exemption->{$taxname},
1651 my $error = $cust_main_exemption->insert;
1653 $dbh->rollback if $oldAutoCommit;
1654 return "inserting cust_main_exemption (transaction rolled back): $error";
1658 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1659 my $error = $cust_main_exemption->delete;
1661 $dbh->rollback if $oldAutoCommit;
1662 return "deleting cust_main_exemption (transaction rolled back): $error";
1668 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1669 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1670 && $self->get('payinfo') !~ /^99\d{14}$/
1672 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1677 # card/check/lec info has changed, want to retry realtime_ invoice events
1678 my $error = $self->retry_realtime;
1680 $dbh->rollback if $oldAutoCommit;
1685 unless ( $import || $skip_fuzzyfiles ) {
1686 $error = $self->queue_fuzzyfiles_update;
1688 $dbh->rollback if $oldAutoCommit;
1689 return "updating fuzzy search cache: $error";
1693 # tax district update in cust_location
1695 # cust_main exports!
1697 my $export_args = $options{'export_args'} || [];
1700 map qsearch( 'part_export', {exportnum=>$_} ),
1701 $conf->config('cust_main-exports'); #, $agentnum
1703 foreach my $part_export ( @part_export ) {
1704 my $error = $part_export->export_replace( $self, $old, @$export_args);
1706 $dbh->rollback if $oldAutoCommit;
1707 return "exporting to ". $part_export->exporttype.
1708 " (transaction rolled back): $error";
1712 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1717 =item queue_fuzzyfiles_update
1719 Used by insert & replace to update the fuzzy search cache
1723 use FS::cust_main::Search;
1724 sub queue_fuzzyfiles_update {
1727 local $SIG{HUP} = 'IGNORE';
1728 local $SIG{INT} = 'IGNORE';
1729 local $SIG{QUIT} = 'IGNORE';
1730 local $SIG{TERM} = 'IGNORE';
1731 local $SIG{TSTP} = 'IGNORE';
1732 local $SIG{PIPE} = 'IGNORE';
1734 my $oldAutoCommit = $FS::UID::AutoCommit;
1735 local $FS::UID::AutoCommit = 0;
1738 my @locations = $self->bill_location;
1739 push @locations, $self->ship_location if $self->has_ship_address;
1740 foreach my $location (@locations) {
1741 my $queue = new FS::queue {
1742 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1744 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1745 my $error = $queue->insert( @args );
1747 $dbh->rollback if $oldAutoCommit;
1748 return "queueing job (transaction rolled back): $error";
1752 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1759 Checks all fields to make sure this is a valid customer record. If there is
1760 an error, returns the error, otherwise returns false. Called by the insert
1761 and replace methods.
1768 warn "$me check BEFORE: \n". $self->_dump
1772 $self->ut_numbern('custnum')
1773 || $self->ut_number('agentnum')
1774 || $self->ut_textn('agent_custid')
1775 || $self->ut_number('refnum')
1776 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1777 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1778 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1779 || $self->ut_textn('custbatch')
1780 || $self->ut_name('last')
1781 || $self->ut_name('first')
1782 || $self->ut_snumbern('birthdate')
1783 || $self->ut_snumbern('signupdate')
1784 || $self->ut_textn('company')
1785 || $self->ut_anything('comments')
1786 || $self->ut_numbern('referral_custnum')
1787 || $self->ut_textn('stateid')
1788 || $self->ut_textn('stateid_state')
1789 || $self->ut_textn('invoice_terms')
1790 || $self->ut_floatn('cdr_termination_percentage')
1791 || $self->ut_floatn('credit_limit')
1792 || $self->ut_numbern('billday')
1793 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1794 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1795 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1796 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1799 #barf. need message catalogs. i18n. etc.
1800 $error .= "Please select an advertising source."
1801 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1802 return $error if $error;
1804 return "Unknown agent"
1805 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1807 return "Unknown refnum"
1808 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1810 return "Unknown referring custnum: ". $self->referral_custnum
1811 unless ! $self->referral_custnum
1812 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1814 if ( $self->ss eq '' ) {
1819 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1820 or return "Illegal social security number: ". $self->ss;
1821 $self->ss("$1-$2-$3");
1824 # cust_main_county verification now handled by cust_location check
1827 $self->ut_phonen('daytime', $self->country)
1828 || $self->ut_phonen('night', $self->country)
1829 || $self->ut_phonen('fax', $self->country)
1830 || $self->ut_phonen('mobile', $self->country)
1832 return $error if $error;
1834 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1836 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1839 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1841 : FS::Msgcat::_gettext('daytime');
1842 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1844 : FS::Msgcat::_gettext('night');
1846 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1848 : FS::Msgcat::_gettext('mobile');
1850 return "$daytime_label, $night_label or $mobile_label is required"
1854 #ship_ fields are gone
1856 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1857 # or return "Illegal payby: ". $self->payby;
1859 FS::payby->can_payby($self->table, $self->payby)
1860 or return "Illegal payby: ". $self->payby;
1862 $error = $self->ut_numbern('paystart_month')
1863 || $self->ut_numbern('paystart_year')
1864 || $self->ut_numbern('payissue')
1865 || $self->ut_textn('paytype')
1867 return $error if $error;
1869 if ( $self->payip eq '' ) {
1872 $error = $self->ut_ip('payip');
1873 return $error if $error;
1876 # If it is encrypted and the private key is not availaible then we can't
1877 # check the credit card.
1878 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1880 # Need some kind of global flag to accept invalid cards, for testing
1882 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1884 my $payinfo = $self->payinfo;
1885 $payinfo =~ s/\D//g;
1886 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1887 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1889 $self->payinfo($payinfo);
1891 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1893 return gettext('unknown_card_type')
1894 if $self->payinfo !~ /^99\d{14}$/ #token
1895 && cardtype($self->payinfo) eq "Unknown";
1897 unless ( $ignore_banned_card ) {
1898 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1900 if ( $ban->bantype eq 'warn' ) {
1901 #or others depending on value of $ban->reason ?
1902 return '_duplicate_card'.
1903 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1904 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1905 ' (ban# '. $ban->bannum. ')'
1906 unless $self->override_ban_warn;
1908 return 'Banned credit card: banned on '.
1909 time2str('%a %h %o at %r', $ban->_date).
1910 ' by '. $ban->otaker.
1911 ' (ban# '. $ban->bannum. ')';
1916 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1917 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1918 $self->paycvv =~ /^(\d{4})$/
1919 or return "CVV2 (CID) for American Express cards is four digits.";
1922 $self->paycvv =~ /^(\d{3})$/
1923 or return "CVV2 (CVC2/CID) is three digits.";
1930 my $cardtype = cardtype($payinfo);
1931 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1933 return "Start date or issue number is required for $cardtype cards"
1934 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1936 return "Start month must be between 1 and 12"
1937 if $self->paystart_month
1938 and $self->paystart_month < 1 || $self->paystart_month > 12;
1940 return "Start year must be 1990 or later"
1941 if $self->paystart_year
1942 and $self->paystart_year < 1990;
1944 return "Issue number must be beween 1 and 99"
1946 and $self->payissue < 1 || $self->payissue > 99;
1949 $self->paystart_month('');
1950 $self->paystart_year('');
1951 $self->payissue('');
1954 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1956 my $payinfo = $self->payinfo;
1957 $payinfo =~ s/[^\d\@\.]//g;
1958 if ( $conf->config('echeck-country') eq 'CA' ) {
1959 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1960 or return 'invalid echeck account@branch.bank';
1961 $payinfo = "$1\@$2.$3";
1962 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1963 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1964 $payinfo = "$1\@$2";
1966 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1967 $payinfo = "$1\@$2";
1969 $self->payinfo($payinfo);
1972 unless ( $ignore_banned_card ) {
1973 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1975 if ( $ban->bantype eq 'warn' ) {
1976 #or others depending on value of $ban->reason ?
1977 return '_duplicate_ach' unless $self->override_ban_warn;
1979 return 'Banned ACH account: banned on '.
1980 time2str('%a %h %o at %r', $ban->_date).
1981 ' by '. $ban->otaker.
1982 ' (ban# '. $ban->bannum. ')';
1987 } elsif ( $self->payby eq 'LECB' ) {
1989 my $payinfo = $self->payinfo;
1990 $payinfo =~ s/\D//g;
1991 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1993 $self->payinfo($payinfo);
1996 } elsif ( $self->payby eq 'BILL' ) {
1998 $error = $self->ut_textn('payinfo');
1999 return "Illegal P.O. number: ". $self->payinfo if $error;
2002 } elsif ( $self->payby eq 'COMP' ) {
2004 my $curuser = $FS::CurrentUser::CurrentUser;
2005 if ( ! $self->custnum
2006 && ! $curuser->access_right('Complimentary customer')
2009 return "You are not permitted to create complimentary accounts."
2012 $error = $self->ut_textn('payinfo');
2013 return "Illegal comp account issuer: ". $self->payinfo if $error;
2016 } elsif ( $self->payby eq 'PREPAY' ) {
2018 my $payinfo = $self->payinfo;
2019 $payinfo =~ s/\W//g; #anything else would just confuse things
2020 $self->payinfo($payinfo);
2021 $error = $self->ut_alpha('payinfo');
2022 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2023 return "Unknown prepayment identifier"
2024 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2029 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2030 return "Expiration date required"
2031 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2035 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2036 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2037 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2038 ( $m, $y ) = ( $2, "19$1" );
2039 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2040 ( $m, $y ) = ( $3, "20$2" );
2042 return "Illegal expiration date: ". $self->paydate;
2044 $m = sprintf('%02d',$m);
2045 $self->paydate("$y-$m-01");
2046 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2047 return gettext('expired_card')
2049 && !$ignore_expired_card
2050 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2053 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2054 ( ! $conf->exists('require_cardname')
2055 || $self->payby !~ /^(CARD|DCRD)$/ )
2057 $self->payname( $self->first. " ". $self->getfield('last') );
2059 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2060 or return gettext('illegal_name'). " payname: ". $self->payname;
2064 return "Please select an invoicing locale"
2067 && $conf->exists('cust_main-require_locale');
2069 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2070 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2074 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2076 warn "$me check AFTER: \n". $self->_dump
2079 $self->SUPER::check;
2084 Returns a list of fields which have ship_ duplicates.
2089 qw( last first company
2090 address1 address2 city county state zip country
2092 daytime night fax mobile
2096 =item has_ship_address
2098 Returns true if this customer record has a separate shipping address.
2102 sub has_ship_address {
2104 $self->bill_locationnum != $self->ship_locationnum;
2109 Returns a list of key/value pairs, with the following keys: address1,
2110 adddress2, city, county, state, zip, country, district, and geocode. The
2111 shipping address is used if present.
2117 $self->ship_location->location_hash;
2122 Returns all locations (see L<FS::cust_location>) for this customer.
2128 qsearch('cust_location', { 'custnum' => $self->custnum,
2129 'prospectnum' => '' } );
2134 Returns all contacts (see L<FS::contact>) for this customer.
2138 #already used :/ sub contact {
2141 qsearch('contact', { 'custnum' => $self->custnum } );
2146 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2147 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2148 on success or a list of errors.
2154 grep { $_->unsuspend } $self->suspended_pkgs;
2159 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2161 Returns a list: an empty list on success or a list of errors.
2167 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2170 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2172 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2173 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2174 of a list of pkgparts; the hashref has the following keys:
2178 =item pkgparts - listref of pkgparts
2180 =item (other options are passed to the suspend method)
2185 Returns a list: an empty list on success or a list of errors.
2189 sub suspend_if_pkgpart {
2191 my (@pkgparts, %opt);
2192 if (ref($_[0]) eq 'HASH'){
2193 @pkgparts = @{$_[0]{pkgparts}};
2198 grep { $_->suspend(%opt) }
2199 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2200 $self->unsuspended_pkgs;
2203 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2205 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2206 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2207 instead of a list of pkgparts; the hashref has the following keys:
2211 =item pkgparts - listref of pkgparts
2213 =item (other options are passed to the suspend method)
2217 Returns a list: an empty list on success or a list of errors.
2221 sub suspend_unless_pkgpart {
2223 my (@pkgparts, %opt);
2224 if (ref($_[0]) eq 'HASH'){
2225 @pkgparts = @{$_[0]{pkgparts}};
2230 grep { $_->suspend(%opt) }
2231 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2232 $self->unsuspended_pkgs;
2235 =item cancel [ OPTION => VALUE ... ]
2237 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2239 Available options are:
2243 =item quiet - can be set true to supress email cancellation notices.
2245 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2247 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2249 =item nobill - can be set true to skip billing if it might otherwise be done.
2253 Always returns a list: an empty list on success or a list of errors.
2257 # nb that dates are not specified as valid options to this method
2260 my( $self, %opt ) = @_;
2262 warn "$me cancel called on customer ". $self->custnum. " with options ".
2263 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2266 return ( 'access denied' )
2267 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2269 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2271 #should try decryption (we might have the private key)
2272 # and if not maybe queue a job for the server that does?
2273 return ( "Can't (yet) ban encrypted credit cards" )
2274 if $self->is_encrypted($self->payinfo);
2276 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2277 my $error = $ban->insert;
2278 return ( $error ) if $error;
2282 my @pkgs = $self->ncancelled_pkgs;
2284 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2286 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2287 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2291 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2292 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2295 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2298 sub _banned_pay_hashref {
2309 'payby' => $payby2ban{$self->payby},
2310 'payinfo' => $self->payinfo,
2311 #don't ever *search* on reason! #'reason' =>
2315 sub _new_banned_pay_hashref {
2317 my $hr = $self->_banned_pay_hashref;
2318 $hr->{payinfo} = md5_base64($hr->{payinfo});
2324 Returns all notes (see L<FS::cust_main_note>) for this customer.
2329 my($self,$orderby_classnum) = (shift,shift);
2330 my $orderby = "_DATE DESC";
2331 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2332 qsearch( 'cust_main_note',
2333 { 'custnum' => $self->custnum },
2335 "ORDER BY $orderby",
2341 Returns the agent (see L<FS::agent>) for this customer.
2347 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2352 Returns the agent name (see L<FS::agent>) for this customer.
2358 $self->agent->agent;
2363 Returns any tags associated with this customer, as FS::cust_tag objects,
2364 or an empty list if there are no tags.
2370 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2375 Returns any tags associated with this customer, as FS::part_tag objects,
2376 or an empty list if there are no tags.
2382 map $_->part_tag, $self->cust_tag;
2388 Returns the customer class, as an FS::cust_class object, or the empty string
2389 if there is no customer class.
2395 if ( $self->classnum ) {
2396 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2404 Returns the customer category name, or the empty string if there is no customer
2411 my $cust_class = $self->cust_class;
2413 ? $cust_class->categoryname
2419 Returns the customer class name, or the empty string if there is no customer
2426 my $cust_class = $self->cust_class;
2428 ? $cust_class->classname
2432 =item BILLING METHODS
2434 Documentation on billing methods has been moved to
2435 L<FS::cust_main::Billing>.
2437 =item REALTIME BILLING METHODS
2439 Documentation on realtime billing methods has been moved to
2440 L<FS::cust_main::Billing_Realtime>.
2444 Removes the I<paycvv> field from the database directly.
2446 If there is an error, returns the error, otherwise returns false.
2452 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2453 or return dbh->errstr;
2454 $sth->execute($self->custnum)
2455 or return $sth->errstr;
2460 =item batch_card OPTION => VALUE...
2462 Adds a payment for this invoice to the pending credit card batch (see
2463 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2464 runs the payment using a realtime gateway.
2466 Options may include:
2468 B<amount>: the amount to be paid; defaults to the customer's balance minus
2469 any payments in transit.
2471 B<payby>: the payment method; defaults to cust_main.payby
2473 B<realtime>: runs this as a realtime payment instead of adding it to a
2476 B<invnum>: sets cust_pay_batch.invnum.
2478 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2479 the billing address for the payment; defaults to the customer's billing
2482 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2483 date, and name; defaults to those fields in cust_main.
2488 my ($self, %options) = @_;
2491 if (exists($options{amount})) {
2492 $amount = $options{amount};
2494 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2496 return '' unless $amount > 0;
2498 my $invnum = delete $options{invnum};
2499 my $payby = $options{payby} || $self->payby; #still dubious
2501 if ($options{'realtime'}) {
2502 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2508 my $oldAutoCommit = $FS::UID::AutoCommit;
2509 local $FS::UID::AutoCommit = 0;
2512 #this needs to handle mysql as well as Pg, like svc_acct.pm
2513 #(make it into a common function if folks need to do batching with mysql)
2514 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2515 or return "Cannot lock pay_batch: " . $dbh->errstr;
2519 'payby' => FS::payby->payby2payment($payby),
2521 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2523 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2525 unless ( $pay_batch ) {
2526 $pay_batch = new FS::pay_batch \%pay_batch;
2527 my $error = $pay_batch->insert;
2529 $dbh->rollback if $oldAutoCommit;
2530 die "error creating new batch: $error\n";
2534 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2535 'batchnum' => $pay_batch->batchnum,
2536 'custnum' => $self->custnum,
2539 foreach (qw( address1 address2 city state zip country latitude longitude
2540 payby payinfo paydate payname ))
2542 $options{$_} = '' unless exists($options{$_});
2545 my $loc = $self->bill_location;
2547 my $cust_pay_batch = new FS::cust_pay_batch ( {
2548 'batchnum' => $pay_batch->batchnum,
2549 'invnum' => $invnum || 0, # is there a better value?
2550 # this field should be
2552 # cust_bill_pay_batch now
2553 'custnum' => $self->custnum,
2554 'last' => $self->getfield('last'),
2555 'first' => $self->getfield('first'),
2556 'address1' => $options{address1} || $loc->address1,
2557 'address2' => $options{address2} || $loc->address2,
2558 'city' => $options{city} || $loc->city,
2559 'state' => $options{state} || $loc->state,
2560 'zip' => $options{zip} || $loc->zip,
2561 'country' => $options{country} || $loc->country,
2562 'payby' => $options{payby} || $self->payby,
2563 'payinfo' => $options{payinfo} || $self->payinfo,
2564 'exp' => $options{paydate} || $self->paydate,
2565 'payname' => $options{payname} || $self->payname,
2566 'amount' => $amount, # consolidating
2569 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2570 if $old_cust_pay_batch;
2573 if ($old_cust_pay_batch) {
2574 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2576 $error = $cust_pay_batch->insert;
2580 $dbh->rollback if $oldAutoCommit;
2584 my $unapplied = $self->total_unapplied_credits
2585 + $self->total_unapplied_payments
2586 + $self->in_transit_payments;
2587 foreach my $cust_bill ($self->open_cust_bill) {
2588 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2589 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2590 'invnum' => $cust_bill->invnum,
2591 'paybatchnum' => $cust_pay_batch->paybatchnum,
2592 'amount' => $cust_bill->owed,
2595 if ($unapplied >= $cust_bill_pay_batch->amount){
2596 $unapplied -= $cust_bill_pay_batch->amount;
2599 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2600 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2602 $error = $cust_bill_pay_batch->insert;
2604 $dbh->rollback if $oldAutoCommit;
2609 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2615 Returns the total owed for this customer on all invoices
2616 (see L<FS::cust_bill/owed>).
2622 $self->total_owed_date(2145859200); #12/31/2037
2625 =item total_owed_date TIME
2627 Returns the total owed for this customer on all invoices with date earlier than
2628 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2629 see L<Time::Local> and L<Date::Parse> for conversion functions.
2633 sub total_owed_date {
2637 my $custnum = $self->custnum;
2639 my $owed_sql = FS::cust_bill->owed_sql;
2642 SELECT SUM($owed_sql) FROM cust_bill
2643 WHERE custnum = $custnum
2647 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2651 =item total_owed_pkgnum PKGNUM
2653 Returns the total owed on all invoices for this customer's specific package
2654 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2658 sub total_owed_pkgnum {
2659 my( $self, $pkgnum ) = @_;
2660 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2663 =item total_owed_date_pkgnum TIME PKGNUM
2665 Returns the total owed for this customer's specific package when using
2666 experimental package balances on all invoices with date earlier than
2667 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2668 see L<Time::Local> and L<Date::Parse> for conversion functions.
2672 sub total_owed_date_pkgnum {
2673 my( $self, $time, $pkgnum ) = @_;
2676 foreach my $cust_bill (
2677 grep { $_->_date <= $time }
2678 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2680 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2682 sprintf( "%.2f", $total_bill );
2688 Returns the total amount of all payments.
2695 $total += $_->paid foreach $self->cust_pay;
2696 sprintf( "%.2f", $total );
2699 =item total_unapplied_credits
2701 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2702 customer. See L<FS::cust_credit/credited>.
2704 =item total_credited
2706 Old name for total_unapplied_credits. Don't use.
2710 sub total_credited {
2711 #carp "total_credited deprecated, use total_unapplied_credits";
2712 shift->total_unapplied_credits(@_);
2715 sub total_unapplied_credits {
2718 my $custnum = $self->custnum;
2720 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2723 SELECT SUM($unapplied_sql) FROM cust_credit
2724 WHERE custnum = $custnum
2727 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2731 =item total_unapplied_credits_pkgnum PKGNUM
2733 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2734 customer. See L<FS::cust_credit/credited>.
2738 sub total_unapplied_credits_pkgnum {
2739 my( $self, $pkgnum ) = @_;
2740 my $total_credit = 0;
2741 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2742 sprintf( "%.2f", $total_credit );
2746 =item total_unapplied_payments
2748 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2749 See L<FS::cust_pay/unapplied>.
2753 sub total_unapplied_payments {
2756 my $custnum = $self->custnum;
2758 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2761 SELECT SUM($unapplied_sql) FROM cust_pay
2762 WHERE custnum = $custnum
2765 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2769 =item total_unapplied_payments_pkgnum PKGNUM
2771 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2772 specific package when using experimental package balances. See
2773 L<FS::cust_pay/unapplied>.
2777 sub total_unapplied_payments_pkgnum {
2778 my( $self, $pkgnum ) = @_;
2779 my $total_unapplied = 0;
2780 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2781 sprintf( "%.2f", $total_unapplied );
2785 =item total_unapplied_refunds
2787 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2788 customer. See L<FS::cust_refund/unapplied>.
2792 sub total_unapplied_refunds {
2794 my $custnum = $self->custnum;
2796 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2799 SELECT SUM($unapplied_sql) FROM cust_refund
2800 WHERE custnum = $custnum
2803 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2809 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2810 total_unapplied_credits minus total_unapplied_payments).
2816 $self->balance_date_range;
2819 =item balance_date TIME
2821 Returns the balance for this customer, only considering invoices with date
2822 earlier than TIME (total_owed_date minus total_credited minus
2823 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2824 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2831 $self->balance_date_range(shift);
2834 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2836 Returns the balance for this customer, optionally considering invoices with
2837 date earlier than START_TIME, and not later than END_TIME
2838 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2840 Times are specified as SQL fragments or numeric
2841 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2842 L<Date::Parse> for conversion functions. The empty string can be passed
2843 to disable that time constraint completely.
2845 Available options are:
2849 =item unapplied_date
2851 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
2857 sub balance_date_range {
2859 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2860 ') FROM cust_main WHERE custnum='. $self->custnum;
2861 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2864 =item balance_pkgnum PKGNUM
2866 Returns the balance for this customer's specific package when using
2867 experimental package balances (total_owed plus total_unrefunded, minus
2868 total_unapplied_credits minus total_unapplied_payments)
2872 sub balance_pkgnum {
2873 my( $self, $pkgnum ) = @_;
2876 $self->total_owed_pkgnum($pkgnum)
2877 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2878 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2879 - $self->total_unapplied_credits_pkgnum($pkgnum)
2880 - $self->total_unapplied_payments_pkgnum($pkgnum)
2884 =item in_transit_payments
2886 Returns the total of requests for payments for this customer pending in
2887 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2891 sub in_transit_payments {
2893 my $in_transit_payments = 0;
2894 foreach my $pay_batch ( qsearch('pay_batch', {
2897 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2898 'batchnum' => $pay_batch->batchnum,
2899 'custnum' => $self->custnum,
2901 $in_transit_payments += $cust_pay_batch->amount;
2904 sprintf( "%.2f", $in_transit_payments );
2909 Returns a hash of useful information for making a payment.
2919 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2920 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2921 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2925 For credit card transactions:
2937 For electronic check transactions:
2952 $return{balance} = $self->balance;
2954 $return{payname} = $self->payname
2955 || ( $self->first. ' '. $self->get('last') );
2957 $return{$_} = $self->bill_location->$_
2958 for qw(address1 address2 city state zip);
2960 $return{payby} = $self->payby;
2961 $return{stateid_state} = $self->stateid_state;
2963 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2964 $return{card_type} = cardtype($self->payinfo);
2965 $return{payinfo} = $self->paymask;
2967 @return{'month', 'year'} = $self->paydate_monthyear;
2971 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2972 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2973 $return{payinfo1} = $payinfo1;
2974 $return{payinfo2} = $payinfo2;
2975 $return{paytype} = $self->paytype;
2976 $return{paystate} = $self->paystate;
2980 #doubleclick protection
2982 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2988 =item paydate_monthyear
2990 Returns a two-element list consisting of the month and year of this customer's
2991 paydate (credit card expiration date for CARD customers)
2995 sub paydate_monthyear {
2997 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
2999 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3008 Returns the exact time in seconds corresponding to the payment method
3009 expiration date. For CARD/DCRD customers this is the end of the month;
3010 for others (COMP is the only other payby that uses paydate) it's the start.
3011 Returns 0 if the paydate is empty or set to the far future.
3017 my ($month, $year) = $self->paydate_monthyear;
3018 return 0 if !$year or $year >= 2037;
3019 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3021 if ( $month == 13 ) {
3025 return timelocal(0,0,0,1,$month-1,$year) - 1;
3028 return timelocal(0,0,0,1,$month-1,$year);
3032 =item paydate_epoch_sql
3034 Class method. Returns an SQL expression to obtain the payment expiration date
3035 as a number of seconds.
3039 # Special expiration date behavior for non-CARD/DCRD customers has been
3040 # carefully preserved. Do we really use that?
3041 sub paydate_epoch_sql {
3043 my $table = shift || 'cust_main';
3044 my ($case1, $case2);
3045 if ( driver_name eq 'Pg' ) {
3046 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3047 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3049 elsif ( lc(driver_name) eq 'mysql' ) {
3050 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3051 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3054 return "CASE WHEN $table.payby IN('CARD','DCRD')
3060 =item tax_exemption TAXNAME
3065 my( $self, $taxname ) = @_;
3067 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3068 'taxname' => $taxname,
3073 =item cust_main_exemption
3077 sub cust_main_exemption {
3079 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3082 =item invoicing_list [ ARRAYREF ]
3084 If an arguement is given, sets these email addresses as invoice recipients
3085 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3086 (except as warnings), so use check_invoicing_list first.
3088 Returns a list of email addresses (with svcnum entries expanded).
3090 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3091 check it without disturbing anything by passing nothing.
3093 This interface may change in the future.
3097 sub invoicing_list {
3098 my( $self, $arrayref ) = @_;
3101 my @cust_main_invoice;
3102 if ( $self->custnum ) {
3103 @cust_main_invoice =
3104 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3106 @cust_main_invoice = ();
3108 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3109 #warn $cust_main_invoice->destnum;
3110 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3111 #warn $cust_main_invoice->destnum;
3112 my $error = $cust_main_invoice->delete;
3113 warn $error if $error;
3116 if ( $self->custnum ) {
3117 @cust_main_invoice =
3118 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3120 @cust_main_invoice = ();
3122 my %seen = map { $_->address => 1 } @cust_main_invoice;
3123 foreach my $address ( @{$arrayref} ) {
3124 next if exists $seen{$address} && $seen{$address};
3125 $seen{$address} = 1;
3126 my $cust_main_invoice = new FS::cust_main_invoice ( {
3127 'custnum' => $self->custnum,
3130 my $error = $cust_main_invoice->insert;
3131 warn $error if $error;
3135 if ( $self->custnum ) {
3137 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3144 =item check_invoicing_list ARRAYREF
3146 Checks these arguements as valid input for the invoicing_list method. If there
3147 is an error, returns the error, otherwise returns false.
3151 sub check_invoicing_list {
3152 my( $self, $arrayref ) = @_;
3154 foreach my $address ( @$arrayref ) {
3156 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3157 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3160 my $cust_main_invoice = new FS::cust_main_invoice ( {
3161 'custnum' => $self->custnum,
3164 my $error = $self->custnum
3165 ? $cust_main_invoice->check
3166 : $cust_main_invoice->checkdest
3168 return $error if $error;
3172 return "Email address required"
3173 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3174 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3179 =item set_default_invoicing_list
3181 Sets the invoicing list to all accounts associated with this customer,
3182 overwriting any previous invoicing list.
3186 sub set_default_invoicing_list {
3188 $self->invoicing_list($self->all_emails);
3193 Returns the email addresses of all accounts provisioned for this customer.
3200 foreach my $cust_pkg ( $self->all_pkgs ) {
3201 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3203 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3204 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3206 $list{$_}=1 foreach map { $_->email } @svc_acct;
3211 =item invoicing_list_addpost
3213 Adds postal invoicing to this customer. If this customer is already configured
3214 to receive postal invoices, does nothing.
3218 sub invoicing_list_addpost {
3220 return if grep { $_ eq 'POST' } $self->invoicing_list;
3221 my @invoicing_list = $self->invoicing_list;
3222 push @invoicing_list, 'POST';
3223 $self->invoicing_list(\@invoicing_list);
3226 =item invoicing_list_emailonly
3228 Returns the list of email invoice recipients (invoicing_list without non-email
3229 destinations such as POST and FAX).
3233 sub invoicing_list_emailonly {
3235 warn "$me invoicing_list_emailonly called"
3237 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3240 =item invoicing_list_emailonly_scalar
3242 Returns the list of email invoice recipients (invoicing_list without non-email
3243 destinations such as POST and FAX) as a comma-separated scalar.
3247 sub invoicing_list_emailonly_scalar {
3249 warn "$me invoicing_list_emailonly_scalar called"
3251 join(', ', $self->invoicing_list_emailonly);
3254 =item referral_custnum_cust_main
3256 Returns the customer who referred this customer (or the empty string, if
3257 this customer was not referred).
3259 Note the difference with referral_cust_main method: This method,
3260 referral_custnum_cust_main returns the single customer (if any) who referred
3261 this customer, while referral_cust_main returns an array of customers referred
3266 sub referral_custnum_cust_main {
3268 return '' unless $self->referral_custnum;
3269 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3272 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3274 Returns an array of customers referred by this customer (referral_custnum set
3275 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3276 customers referred by customers referred by this customer and so on, inclusive.
3277 The default behavior is DEPTH 1 (no recursion).
3279 Note the difference with referral_custnum_cust_main method: This method,
3280 referral_cust_main, returns an array of customers referred BY this customer,
3281 while referral_custnum_cust_main returns the single customer (if any) who
3282 referred this customer.
3286 sub referral_cust_main {
3288 my $depth = @_ ? shift : 1;
3289 my $exclude = @_ ? shift : {};
3292 map { $exclude->{$_->custnum}++; $_; }
3293 grep { ! $exclude->{ $_->custnum } }
3294 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3298 map { $_->referral_cust_main($depth-1, $exclude) }
3305 =item referral_cust_main_ncancelled
3307 Same as referral_cust_main, except only returns customers with uncancelled
3312 sub referral_cust_main_ncancelled {
3314 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3317 =item referral_cust_pkg [ DEPTH ]
3319 Like referral_cust_main, except returns a flat list of all unsuspended (and
3320 uncancelled) packages for each customer. The number of items in this list may
3321 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3325 sub referral_cust_pkg {
3327 my $depth = @_ ? shift : 1;
3329 map { $_->unsuspended_pkgs }
3330 grep { $_->unsuspended_pkgs }
3331 $self->referral_cust_main($depth);
3334 =item referring_cust_main
3336 Returns the single cust_main record for the customer who referred this customer
3337 (referral_custnum), or false.
3341 sub referring_cust_main {
3343 return '' unless $self->referral_custnum;
3344 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3347 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3349 Applies a credit to this customer. If there is an error, returns the error,
3350 otherwise returns false.
3352 REASON can be a text string, an FS::reason object, or a scalar reference to
3353 a reasonnum. If a text string, it will be automatically inserted as a new
3354 reason, and a 'reason_type' option must be passed to indicate the
3355 FS::reason_type for the new reason.
3357 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3359 Any other options are passed to FS::cust_credit::insert.
3364 my( $self, $amount, $reason, %options ) = @_;
3366 my $cust_credit = new FS::cust_credit {
3367 'custnum' => $self->custnum,
3368 'amount' => $amount,
3371 if ( ref($reason) ) {
3373 if ( ref($reason) eq 'SCALAR' ) {
3374 $cust_credit->reasonnum( $$reason );
3376 $cust_credit->reasonnum( $reason->reasonnum );
3380 $cust_credit->set('reason', $reason)
3383 for (qw( addlinfo eventnum )) {
3384 $cust_credit->$_( delete $options{$_} )
3385 if exists($options{$_});
3388 $cust_credit->insert(%options);
3392 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3394 Creates a one-time charge for this customer. If there is an error, returns
3395 the error, otherwise returns false.
3397 New-style, with a hashref of options:
3399 my $error = $cust_main->charge(
3403 'start_date' => str2time('7/4/2009'),
3404 'pkg' => 'Description',
3405 'comment' => 'Comment',
3406 'additional' => [], #extra invoice detail
3407 'classnum' => 1, #pkg_class
3409 'setuptax' => '', # or 'Y' for tax exempt
3412 'taxclass' => 'Tax class',
3415 'taxproduct' => 2, #part_pkg_taxproduct
3416 'override' => {}, #XXX describe
3418 #will be filled in with the new object
3419 'cust_pkg_ref' => \$cust_pkg,
3421 #generate an invoice immediately
3423 'invoice_terms' => '', #with these terms
3429 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3435 my ( $amount, $quantity, $start_date, $classnum );
3436 my ( $pkg, $comment, $additional );
3437 my ( $setuptax, $taxclass ); #internal taxes
3438 my ( $taxproduct, $override ); #vendor (CCH) taxes
3440 my $cust_pkg_ref = '';
3441 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3442 if ( ref( $_[0] ) ) {
3443 $amount = $_[0]->{amount};
3444 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3445 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3446 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3447 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3448 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3449 : '$'. sprintf("%.2f",$amount);
3450 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3451 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3452 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3453 $additional = $_[0]->{additional} || [];
3454 $taxproduct = $_[0]->{taxproductnum};
3455 $override = { '' => $_[0]->{tax_override} };
3456 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3457 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3458 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3463 $pkg = @_ ? shift : 'One-time charge';
3464 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3466 $taxclass = @_ ? shift : '';
3470 local $SIG{HUP} = 'IGNORE';
3471 local $SIG{INT} = 'IGNORE';
3472 local $SIG{QUIT} = 'IGNORE';
3473 local $SIG{TERM} = 'IGNORE';
3474 local $SIG{TSTP} = 'IGNORE';
3475 local $SIG{PIPE} = 'IGNORE';
3477 my $oldAutoCommit = $FS::UID::AutoCommit;
3478 local $FS::UID::AutoCommit = 0;
3481 my $part_pkg = new FS::part_pkg ( {
3483 'comment' => $comment,
3487 'classnum' => ( $classnum ? $classnum : '' ),
3488 'setuptax' => $setuptax,
3489 'taxclass' => $taxclass,
3490 'taxproductnum' => $taxproduct,
3493 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3494 ( 0 .. @$additional - 1 )
3496 'additional_count' => scalar(@$additional),
3497 'setup_fee' => $amount,
3500 my $error = $part_pkg->insert( options => \%options,
3501 tax_overrides => $override,
3504 $dbh->rollback if $oldAutoCommit;
3508 my $pkgpart = $part_pkg->pkgpart;
3509 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3510 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3511 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3512 $error = $type_pkgs->insert;
3514 $dbh->rollback if $oldAutoCommit;
3519 my $cust_pkg = new FS::cust_pkg ( {
3520 'custnum' => $self->custnum,
3521 'pkgpart' => $pkgpart,
3522 'quantity' => $quantity,
3523 'start_date' => $start_date,
3524 'no_auto' => $no_auto,
3527 $error = $cust_pkg->insert;
3529 $dbh->rollback if $oldAutoCommit;
3531 } elsif ( $cust_pkg_ref ) {
3532 ${$cust_pkg_ref} = $cust_pkg;
3536 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3537 'pkg_list' => [ $cust_pkg ],
3540 $dbh->rollback if $oldAutoCommit;
3545 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3550 #=item charge_postal_fee
3552 #Applies a one time charge this customer. If there is an error,
3553 #returns the error, returns the cust_pkg charge object or false
3554 #if there was no charge.
3558 # This should be a customer event. For that to work requires that bill
3559 # also be a customer event.
3561 sub charge_postal_fee {
3564 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3565 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3567 my $cust_pkg = new FS::cust_pkg ( {
3568 'custnum' => $self->custnum,
3569 'pkgpart' => $pkgpart,
3573 my $error = $cust_pkg->insert;
3574 $error ? $error : $cust_pkg;
3577 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3579 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3581 Optionally, a list or hashref of additional arguments to the qsearch call can
3588 my $opt = ref($_[0]) ? shift : { @_ };
3590 #return $self->num_cust_bill unless wantarray || keys %$opt;
3592 $opt->{'table'} = 'cust_bill';
3593 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3594 $opt->{'hashref'}{'custnum'} = $self->custnum;
3595 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3597 map { $_ } #behavior of sort undefined in scalar context
3598 sort { $a->_date <=> $b->_date }
3602 =item open_cust_bill
3604 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3609 sub open_cust_bill {
3613 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3619 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3621 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3625 sub legacy_cust_bill {
3628 #return $self->num_legacy_cust_bill unless wantarray;
3630 map { $_ } #behavior of sort undefined in scalar context
3631 sort { $a->_date <=> $b->_date }
3632 qsearch({ 'table' => 'legacy_cust_bill',
3633 'hashref' => { 'custnum' => $self->custnum, },
3634 'order_by' => 'ORDER BY _date ASC',
3638 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3640 Returns all the statements (see L<FS::cust_statement>) for this customer.
3642 Optionally, a list or hashref of additional arguments to the qsearch call can
3647 sub cust_statement {
3649 my $opt = ref($_[0]) ? shift : { @_ };
3651 #return $self->num_cust_statement unless wantarray || keys %$opt;
3653 $opt->{'table'} = 'cust_statement';
3654 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3655 $opt->{'hashref'}{'custnum'} = $self->custnum;
3656 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3658 map { $_ } #behavior of sort undefined in scalar context
3659 sort { $a->_date <=> $b->_date }
3663 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3665 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3667 Optionally, a list or hashref of additional arguments to the qsearch call can
3668 be passed following the SVCDB.
3675 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3676 warn "$me svc_x requires a svcdb";
3679 my $opt = ref($_[0]) ? shift : { @_ };
3681 $opt->{'table'} = $svcdb;
3682 $opt->{'addl_from'} =
3683 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3684 ($opt->{'addl_from'} || '');
3686 my $custnum = $self->custnum;
3687 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3688 my $where = "cust_pkg.custnum = $custnum";
3690 my $extra_sql = $opt->{'extra_sql'} || '';
3691 if ( keys %{ $opt->{'hashref'} } ) {
3692 $extra_sql = " AND $where $extra_sql";
3695 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3696 $extra_sql = "WHERE $where AND $1";
3699 $extra_sql = "WHERE $where $extra_sql";
3702 $opt->{'extra_sql'} = $extra_sql;
3707 # required for use as an eventtable;
3710 $self->svc_x('svc_acct', @_);
3715 Returns all the credits (see L<FS::cust_credit>) for this customer.
3721 map { $_ } #return $self->num_cust_credit unless wantarray;
3722 sort { $a->_date <=> $b->_date }
3723 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3726 =item cust_credit_pkgnum
3728 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3729 package when using experimental package balances.
3733 sub cust_credit_pkgnum {
3734 my( $self, $pkgnum ) = @_;
3735 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3736 sort { $a->_date <=> $b->_date }
3737 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3738 'pkgnum' => $pkgnum,
3745 Returns all the payments (see L<FS::cust_pay>) for this customer.
3751 return $self->num_cust_pay unless wantarray;
3752 sort { $a->_date <=> $b->_date }
3753 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3758 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3759 called automatically when the cust_pay method is used in a scalar context.
3765 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3766 my $sth = dbh->prepare($sql) or die dbh->errstr;
3767 $sth->execute($self->custnum) or die $sth->errstr;
3768 $sth->fetchrow_arrayref->[0];
3771 =item cust_pay_pkgnum
3773 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3774 package when using experimental package balances.
3778 sub cust_pay_pkgnum {
3779 my( $self, $pkgnum ) = @_;
3780 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3781 sort { $a->_date <=> $b->_date }
3782 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3783 'pkgnum' => $pkgnum,
3790 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3796 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3797 sort { $a->_date <=> $b->_date }
3798 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3801 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3803 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
3805 Optionally, a list or hashref of additional arguments to the qsearch call can
3810 sub cust_pay_batch {
3812 my $opt = ref($_[0]) ? shift : { @_ };
3814 #return $self->num_cust_statement unless wantarray || keys %$opt;
3816 $opt->{'table'} = 'cust_pay_batch';
3817 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3818 $opt->{'hashref'}{'custnum'} = $self->custnum;
3819 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3821 map { $_ } #behavior of sort undefined in scalar context
3822 sort { $a->paybatchnum <=> $b->paybatchnum }
3826 =item cust_pay_pending
3828 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3829 (without status "done").
3833 sub cust_pay_pending {
3835 return $self->num_cust_pay_pending unless wantarray;
3836 sort { $a->_date <=> $b->_date }
3837 qsearch( 'cust_pay_pending', {
3838 'custnum' => $self->custnum,
3839 'status' => { op=>'!=', value=>'done' },
3844 =item cust_pay_pending_attempt
3846 Returns all payment attempts / declined payments for this customer, as pending
3847 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3848 a corresponding payment (see L<FS::cust_pay>).
3852 sub cust_pay_pending_attempt {
3854 return $self->num_cust_pay_pending_attempt unless wantarray;
3855 sort { $a->_date <=> $b->_date }
3856 qsearch( 'cust_pay_pending', {
3857 'custnum' => $self->custnum,
3864 =item num_cust_pay_pending
3866 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3867 customer (without status "done"). Also called automatically when the
3868 cust_pay_pending method is used in a scalar context.
3872 sub num_cust_pay_pending {
3875 " SELECT COUNT(*) FROM cust_pay_pending ".
3876 " WHERE custnum = ? AND status != 'done' ",
3881 =item num_cust_pay_pending_attempt
3883 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3884 customer, with status "done" but without a corresp. Also called automatically when the
3885 cust_pay_pending method is used in a scalar context.
3889 sub num_cust_pay_pending_attempt {
3892 " SELECT COUNT(*) FROM cust_pay_pending ".
3893 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3900 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3906 map { $_ } #return $self->num_cust_refund unless wantarray;
3907 sort { $a->_date <=> $b->_date }
3908 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3911 =item display_custnum
3913 Returns the displayed customer number for this customer: agent_custid if
3914 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3918 sub display_custnum {
3921 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3922 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3923 if ( $special eq 'CoStAg' ) {
3924 $prefix = uc( join('',
3926 ($self->state =~ /^(..)/),
3927 $prefix || ($self->agent->agent =~ /^(..)/)
3930 elsif ( $special eq 'CoStCl' ) {
3931 $prefix = uc( join('',
3933 ($self->state =~ /^(..)/),
3934 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3937 # add any others here if needed
3940 my $length = $conf->config('cust_main-custnum-display_length');
3941 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3942 return $self->agent_custid;
3943 } elsif ( $prefix ) {
3944 $length = 8 if !defined($length);
3946 sprintf('%0'.$length.'d', $self->custnum)
3947 } elsif ( $length ) {
3948 return sprintf('%0'.$length.'d', $self->custnum);
3950 return $self->custnum;
3956 Returns a name string for this customer, either "Company (Last, First)" or
3963 my $name = $self->contact;
3964 $name = $self->company. " ($name)" if $self->company;
3968 =item service_contact
3970 Returns the L<FS::contact> object for this customer that has the 'Service'
3971 contact class, or undef if there is no such contact. Deprecated; don't use
3976 sub service_contact {
3978 if ( !exists($self->{service_contact}) ) {
3979 my $classnum = $self->scalar_sql(
3980 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3981 ) || 0; #if it's zero, qsearchs will return nothing
3982 $self->{service_contact} = qsearchs('contact', {
3983 'classnum' => $classnum, 'custnum' => $self->custnum
3986 $self->{service_contact};
3991 Returns a name string for this (service/shipping) contact, either
3992 "Company (Last, First)" or "Last, First".
3999 my $name = $self->ship_contact;
4000 $name = $self->company. " ($name)" if $self->company;
4006 Returns a name string for this customer, either "Company" or "First Last".
4012 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4015 =item ship_name_short
4017 Returns a name string for this (service/shipping) contact, either "Company"
4022 sub ship_name_short {
4024 $self->service_contact
4025 ? $self->ship_contact_firstlast
4031 Returns this customer's full (billing) contact name only, "Last, First"
4037 $self->get('last'). ', '. $self->first;
4042 Returns this customer's full (shipping) contact name only, "Last, First"
4048 my $contact = $self->service_contact || $self;
4049 $contact->get('last') . ', ' . $contact->get('first');
4052 =item contact_firstlast
4054 Returns this customers full (billing) contact name only, "First Last".
4058 sub contact_firstlast {
4060 $self->first. ' '. $self->get('last');
4063 =item ship_contact_firstlast
4065 Returns this customer's full (shipping) contact name only, "First Last".
4069 sub ship_contact_firstlast {
4071 my $contact = $self->service_contact || $self;
4072 $contact->get('first') . ' '. $contact->get('last');
4077 Returns this customer's full country name
4083 code2country($self->country);
4086 =item geocode DATA_VENDOR
4088 Returns a value for the customer location as encoded by DATA_VENDOR.
4089 Currently this only makes sense for "CCH" as DATA_VENDOR.
4097 Returns a status string for this customer, currently:
4101 =item prospect - No packages have ever been ordered
4103 =item ordered - Recurring packages all are new (not yet billed).
4105 =item active - One or more recurring packages is active
4107 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4109 =item suspended - All non-cancelled recurring packages are suspended
4111 =item cancelled - All recurring packages are cancelled
4115 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4116 cust_main-status_module configuration option.
4120 sub status { shift->cust_status(@_); }
4124 for my $status ( FS::cust_main->statuses() ) {
4125 my $method = $status.'_sql';
4126 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4127 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4128 $sth->execute( ($self->custnum) x $numnum )
4129 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4130 return $status if $sth->fetchrow_arrayref->[0];
4134 =item ucfirst_cust_status
4136 =item ucfirst_status
4138 Returns the status with the first character capitalized.
4142 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4144 sub ucfirst_cust_status {
4146 ucfirst($self->cust_status);
4151 Returns a hex triplet color string for this customer's status.
4155 sub statuscolor { shift->cust_statuscolor(@_); }
4157 sub cust_statuscolor {
4159 __PACKAGE__->statuscolors->{$self->cust_status};
4164 Returns an array of hashes representing the customer's RT tickets.
4171 my $num = $conf->config('cust_main-max_tickets') || 10;
4174 if ( $conf->config('ticket_system') ) {
4175 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4177 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4181 foreach my $priority (
4182 $conf->config('ticket_system-custom_priority_field-values'), ''
4184 last if scalar(@tickets) >= $num;
4186 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4187 $num - scalar(@tickets),
4197 # Return services representing svc_accts in customer support packages
4198 sub support_services {
4200 my %packages = map { $_ => 1 } $conf->config('support_packages');
4202 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4203 grep { $_->part_svc->svcdb eq 'svc_acct' }
4204 map { $_->cust_svc }
4205 grep { exists $packages{ $_->pkgpart } }
4206 $self->ncancelled_pkgs;
4210 # Return a list of latitude/longitude for one of the services (if any)
4211 sub service_coordinates {
4215 grep { $_->latitude && $_->longitude }
4217 map { $_->cust_svc }
4218 $self->ncancelled_pkgs;
4220 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4225 Returns a masked version of the named field
4230 my ($self,$field) = @_;
4234 'x'x(length($self->getfield($field))-4).
4235 substr($self->getfield($field), (length($self->getfield($field))-4));
4241 =head1 CLASS METHODS
4247 Class method that returns the list of possible status strings for customers
4248 (see L<the status method|/status>). For example:
4250 @statuses = FS::cust_main->statuses();
4256 keys %{ $self->statuscolors };
4259 =item cust_status_sql
4261 Returns an SQL fragment to determine the status of a cust_main record, as a
4266 sub cust_status_sql {
4268 for my $status ( FS::cust_main->statuses() ) {
4269 my $method = $status.'_sql';
4270 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4279 Returns an SQL expression identifying prospective cust_main records (customers
4280 with no packages ever ordered)
4284 use vars qw($select_count_pkgs);
4285 $select_count_pkgs =
4286 "SELECT COUNT(*) FROM cust_pkg
4287 WHERE cust_pkg.custnum = cust_main.custnum";
4289 sub select_count_pkgs_sql {
4294 " 0 = ( $select_count_pkgs ) ";
4299 Returns an SQL expression identifying ordered cust_main records (customers with
4300 no active packages, but recurring packages not yet setup or one time charges
4306 FS::cust_main->none_active_sql.
4307 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4312 Returns an SQL expression identifying active cust_main records (customers with
4313 active recurring packages).
4318 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4321 =item none_active_sql
4323 Returns an SQL expression identifying cust_main records with no active
4324 recurring packages. This includes customers of status prospect, ordered,
4325 inactive, and suspended.
4329 sub none_active_sql {
4330 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4335 Returns an SQL expression identifying inactive cust_main records (customers with
4336 no active recurring packages, but otherwise unsuspended/uncancelled).
4341 FS::cust_main->none_active_sql.
4342 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4348 Returns an SQL expression identifying suspended cust_main records.
4353 sub suspended_sql { susp_sql(@_); }
4355 FS::cust_main->none_active_sql.
4356 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4362 Returns an SQL expression identifying cancelled cust_main records.
4366 sub cancel_sql { shift->cancelled_sql(@_); }
4369 =item uncancelled_sql
4371 Returns an SQL expression identifying un-cancelled cust_main records.
4375 sub uncancelled_sql { uncancel_sql(@_); }
4376 sub uncancel_sql { "
4377 ( 0 < ( $select_count_pkgs
4378 AND ( cust_pkg.cancel IS NULL
4379 OR cust_pkg.cancel = 0
4382 OR 0 = ( $select_count_pkgs )
4388 Returns an SQL fragment to retreive the balance.
4393 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4394 WHERE cust_bill.custnum = cust_main.custnum )
4395 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4396 WHERE cust_pay.custnum = cust_main.custnum )
4397 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4398 WHERE cust_credit.custnum = cust_main.custnum )
4399 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4400 WHERE cust_refund.custnum = cust_main.custnum )
4403 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4405 Returns an SQL fragment to retreive the balance for this customer, optionally
4406 considering invoices with date earlier than START_TIME, and not
4407 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4408 total_unapplied_payments).
4410 Times are specified as SQL fragments or numeric
4411 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4412 L<Date::Parse> for conversion functions. The empty string can be passed
4413 to disable that time constraint completely.
4415 Available options are:
4419 =item unapplied_date
4421 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
4426 set to true to remove all customer comparison clauses, for totals
4431 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4436 JOIN clause (typically used with the total option)
4440 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4441 time will be ignored. Note that START_TIME and END_TIME only limit the date
4442 range for invoices and I<unapplied> payments, credits, and refunds.
4448 sub balance_date_sql {
4449 my( $class, $start, $end, %opt ) = @_;
4451 my $cutoff = $opt{'cutoff'};
4453 my $owed = FS::cust_bill->owed_sql($cutoff);
4454 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4455 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4456 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4458 my $j = $opt{'join'} || '';
4460 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4461 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4462 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4463 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4465 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4466 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4467 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4468 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4473 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4475 Returns an SQL fragment to retreive the total unapplied payments for this
4476 customer, only considering payments with date earlier than START_TIME, and
4477 optionally not later than END_TIME.
4479 Times are specified as SQL fragments or numeric
4480 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4481 L<Date::Parse> for conversion functions. The empty string can be passed
4482 to disable that time constraint completely.
4484 Available options are:
4488 sub unapplied_payments_date_sql {
4489 my( $class, $start, $end, %opt ) = @_;
4491 my $cutoff = $opt{'cutoff'};
4493 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4495 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4496 'unapplied_date'=>1 );
4498 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4501 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4503 Helper method for balance_date_sql; name (and usage) subject to change
4504 (suggestions welcome).
4506 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4507 cust_refund, cust_credit or cust_pay).
4509 If TABLE is "cust_bill" or the unapplied_date option is true, only
4510 considers records with date earlier than START_TIME, and optionally not
4511 later than END_TIME .
4515 sub _money_table_where {
4516 my( $class, $table, $start, $end, %opt ) = @_;
4519 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4520 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4521 push @where, "$table._date <= $start" if defined($start) && length($start);
4522 push @where, "$table._date > $end" if defined($end) && length($end);
4524 push @where, @{$opt{'where'}} if $opt{'where'};
4525 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4531 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4532 use FS::cust_main::Search;
4535 FS::cust_main::Search->search(@_);
4550 #warn join('-',keys %$param);
4551 my $fh = $param->{filehandle};
4552 my $agentnum = $param->{agentnum};
4553 my $format = $param->{format};
4555 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4558 if ( $format eq 'simple' ) {
4559 @fields = qw( custnum agent_custid amount pkg );
4561 die "unknown format $format";
4564 eval "use Text::CSV_XS;";
4567 my $csv = new Text::CSV_XS;
4574 local $SIG{HUP} = 'IGNORE';
4575 local $SIG{INT} = 'IGNORE';
4576 local $SIG{QUIT} = 'IGNORE';
4577 local $SIG{TERM} = 'IGNORE';
4578 local $SIG{TSTP} = 'IGNORE';
4579 local $SIG{PIPE} = 'IGNORE';
4581 my $oldAutoCommit = $FS::UID::AutoCommit;
4582 local $FS::UID::AutoCommit = 0;
4585 #while ( $columns = $csv->getline($fh) ) {
4587 while ( defined($line=<$fh>) ) {
4589 $csv->parse($line) or do {
4590 $dbh->rollback if $oldAutoCommit;
4591 return "can't parse: ". $csv->error_input();
4594 my @columns = $csv->fields();
4595 #warn join('-',@columns);
4598 foreach my $field ( @fields ) {
4599 $row{$field} = shift @columns;
4602 if ( $row{custnum} && $row{agent_custid} ) {
4603 dbh->rollback if $oldAutoCommit;
4604 return "can't specify custnum with agent_custid $row{agent_custid}";
4608 if ( $row{agent_custid} && $agentnum ) {
4609 %hash = ( 'agent_custid' => $row{agent_custid},
4610 'agentnum' => $agentnum,
4614 if ( $row{custnum} ) {
4615 %hash = ( 'custnum' => $row{custnum} );
4618 unless ( scalar(keys %hash) ) {
4619 $dbh->rollback if $oldAutoCommit;
4620 return "can't find customer without custnum or agent_custid and agentnum";
4623 my $cust_main = qsearchs('cust_main', { %hash } );
4624 unless ( $cust_main ) {
4625 $dbh->rollback if $oldAutoCommit;
4626 my $custnum = $row{custnum} || $row{agent_custid};
4627 return "unknown custnum $custnum";
4630 if ( $row{'amount'} > 0 ) {
4631 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4633 $dbh->rollback if $oldAutoCommit;
4637 } elsif ( $row{'amount'} < 0 ) {
4638 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4641 $dbh->rollback if $oldAutoCommit;
4651 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4653 return "Empty file!" unless $imported;
4659 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4661 Deprecated. Use event notification and message templates
4662 (L<FS::msg_template>) instead.
4664 Sends a templated email notification to the customer (see L<Text::Template>).
4666 OPTIONS is a hash and may include
4668 I<from> - the email sender (default is invoice_from)
4670 I<to> - comma-separated scalar or arrayref of recipients
4671 (default is invoicing_list)
4673 I<subject> - The subject line of the sent email notification
4674 (default is "Notice from company_name")
4676 I<extra_fields> - a hashref of name/value pairs which will be substituted
4679 The following variables are vavailable in the template.
4681 I<$first> - the customer first name
4682 I<$last> - the customer last name
4683 I<$company> - the customer company
4684 I<$payby> - a description of the method of payment for the customer
4685 # would be nice to use FS::payby::shortname
4686 I<$payinfo> - the account information used to collect for this customer
4687 I<$expdate> - the expiration of the customer payment in seconds from epoch
4692 my ($self, $template, %options) = @_;
4694 return unless $conf->exists($template);
4696 my $from = $conf->config('invoice_from', $self->agentnum)
4697 if $conf->exists('invoice_from', $self->agentnum);
4698 $from = $options{from} if exists($options{from});
4700 my $to = join(',', $self->invoicing_list_emailonly);
4701 $to = $options{to} if exists($options{to});
4703 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4704 if $conf->exists('company_name', $self->agentnum);
4705 $subject = $options{subject} if exists($options{subject});
4707 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4708 SOURCE => [ map "$_\n",
4709 $conf->config($template)]
4711 or die "can't create new Text::Template object: Text::Template::ERROR";
4712 $notify_template->compile()
4713 or die "can't compile template: Text::Template::ERROR";
4715 $FS::notify_template::_template::company_name =
4716 $conf->config('company_name', $self->agentnum);
4717 $FS::notify_template::_template::company_address =
4718 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4720 my $paydate = $self->paydate || '2037-12-31';
4721 $FS::notify_template::_template::first = $self->first;
4722 $FS::notify_template::_template::last = $self->last;
4723 $FS::notify_template::_template::company = $self->company;
4724 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4725 my $payby = $self->payby;
4726 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4727 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4729 #credit cards expire at the end of the month/year of their exp date
4730 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4731 $FS::notify_template::_template::payby = 'credit card';
4732 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4733 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4735 }elsif ($payby eq 'COMP') {
4736 $FS::notify_template::_template::payby = 'complimentary account';
4738 $FS::notify_template::_template::payby = 'current method';
4740 $FS::notify_template::_template::expdate = $expire_time;
4742 for (keys %{$options{extra_fields}}){
4744 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4747 send_email(from => $from,
4749 subject => $subject,
4750 body => $notify_template->fill_in( PACKAGE =>
4751 'FS::notify_template::_template' ),
4756 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4758 Generates a templated notification to the customer (see L<Text::Template>).
4760 OPTIONS is a hash and may include
4762 I<extra_fields> - a hashref of name/value pairs which will be substituted
4763 into the template. These values may override values mentioned below
4764 and those from the customer record.
4766 The following variables are available in the template instead of or in addition
4767 to the fields of the customer record.
4769 I<$payby> - a description of the method of payment for the customer
4770 # would be nice to use FS::payby::shortname
4771 I<$payinfo> - the masked account information used to collect for this customer
4772 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4773 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4777 # a lot like cust_bill::print_latex
4778 sub generate_letter {
4779 my ($self, $template, %options) = @_;
4781 return unless $conf->exists($template);
4783 my $letter_template = new Text::Template
4785 SOURCE => [ map "$_\n", $conf->config($template)],
4786 DELIMITERS => [ '[@--', '--@]' ],
4788 or die "can't create new Text::Template object: Text::Template::ERROR";
4790 $letter_template->compile()
4791 or die "can't compile template: Text::Template::ERROR";
4793 my %letter_data = map { $_ => $self->$_ } $self->fields;
4794 $letter_data{payinfo} = $self->mask_payinfo;
4796 #my $paydate = $self->paydate || '2037-12-31';
4797 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4799 my $payby = $self->payby;
4800 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4801 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4803 #credit cards expire at the end of the month/year of their exp date
4804 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4805 $letter_data{payby} = 'credit card';
4806 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4807 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4809 }elsif ($payby eq 'COMP') {
4810 $letter_data{payby} = 'complimentary account';
4812 $letter_data{payby} = 'current method';
4814 $letter_data{expdate} = $expire_time;
4816 for (keys %{$options{extra_fields}}){
4817 $letter_data{$_} = $options{extra_fields}->{$_};
4820 unless(exists($letter_data{returnaddress})){
4821 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4822 $self->agent_template)
4824 if ( length($retadd) ) {
4825 $letter_data{returnaddress} = $retadd;
4826 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4827 $letter_data{returnaddress} =
4828 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4832 ( $conf->config('company_name', $self->agentnum),
4833 $conf->config('company_address', $self->agentnum),
4837 $letter_data{returnaddress} = '~';
4841 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4843 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4845 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4847 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4851 ) or die "can't open temp file: $!\n";
4852 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4853 or die "can't write temp file: $!\n";
4855 $letter_data{'logo_file'} = $lh->filename;
4857 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4861 ) or die "can't open temp file: $!\n";
4863 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4865 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4866 return ($1, $letter_data{'logo_file'});
4870 =item print_ps TEMPLATE
4872 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4878 my($file, $lfile) = $self->generate_letter(@_);
4879 my $ps = FS::Misc::generate_ps($file);
4880 unlink($file.'.tex');
4886 =item print TEMPLATE
4888 Prints the filled in template.
4890 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4894 sub queueable_print {
4897 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4898 or die "invalid customer number: " . $opt{custvnum};
4900 my $error = $self->print( $opt{template} );
4901 die $error if $error;
4905 my ($self, $template) = (shift, shift);
4906 do_print [ $self->print_ps($template) ];
4909 #these three subs should just go away once agent stuff is all config overrides
4911 sub agent_template {
4913 $self->_agent_plandata('agent_templatename');
4916 sub agent_invoice_from {
4918 $self->_agent_plandata('agent_invoice_from');
4921 sub _agent_plandata {
4922 my( $self, $option ) = @_;
4924 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4925 #agent-specific Conf
4927 use FS::part_event::Condition;
4929 my $agentnum = $self->agentnum;
4931 my $regexp = regexp_sql();
4933 my $part_event_option =
4935 'select' => 'part_event_option.*',
4936 'table' => 'part_event_option',
4938 LEFT JOIN part_event USING ( eventpart )
4939 LEFT JOIN part_event_option AS peo_agentnum
4940 ON ( part_event.eventpart = peo_agentnum.eventpart
4941 AND peo_agentnum.optionname = 'agentnum'
4942 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4944 LEFT JOIN part_event_condition
4945 ON ( part_event.eventpart = part_event_condition.eventpart
4946 AND part_event_condition.conditionname = 'cust_bill_age'
4948 LEFT JOIN part_event_condition_option
4949 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4950 AND part_event_condition_option.optionname = 'age'
4953 #'hashref' => { 'optionname' => $option },
4954 #'hashref' => { 'part_event_option.optionname' => $option },
4956 " WHERE part_event_option.optionname = ". dbh->quote($option).
4957 " AND action = 'cust_bill_send_agent' ".
4958 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4959 " AND peo_agentnum.optionname = 'agentnum' ".
4960 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4962 CASE WHEN part_event_condition_option.optionname IS NULL
4964 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4966 , part_event.weight".
4970 unless ( $part_event_option ) {
4971 return $self->agent->invoice_template || ''
4972 if $option eq 'agent_templatename';
4976 $part_event_option->optionvalue;
4980 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
4982 Subroutine (not a method), designed to be called from the queue.
4984 Takes a list of options and values.
4986 Pulls up the customer record via the custnum option and calls bill_and_collect.
4991 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
4993 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
4994 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
4996 $cust_main->bill_and_collect( %args );
4999 sub process_bill_and_collect {
5001 my $param = thaw(decode_base64(shift));
5002 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5003 or die "custnum '$param->{custnum}' not found!\n";
5004 $param->{'job'} = $job;
5005 $param->{'fatal'} = 1; # runs from job queue, will be caught
5006 $param->{'retry'} = 1;
5008 $cust_main->bill_and_collect( %$param );
5011 =item process_censustract_update CUSTNUM
5013 Queueable function to update the census tract to the current year (as set in
5014 the 'census_year' configuration variable) and retrieve the new tract code.
5018 sub process_censustract_update {
5019 eval "use FS::Misc::Geo qw(get_censustract)";
5021 my $custnum = shift;
5022 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5023 or die "custnum '$custnum' not found!\n";
5025 my $new_year = $conf->config('census_year') or return;
5026 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5027 if ( $new_tract =~ /^\d/ ) {
5028 # then it's a tract code
5029 $cust_main->set('censustract', $new_tract);
5030 $cust_main->set('censusyear', $new_year);
5032 local($ignore_expired_card) = 1;
5033 local($ignore_illegal_zip) = 1;
5034 local($ignore_banned_card) = 1;
5035 local($skip_fuzzyfiles) = 1;
5036 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5037 my $error = $cust_main->replace;
5038 die $error if $error;
5041 # it's an error message
5047 #starting to take quite a while for big dbs
5048 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5049 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5050 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5051 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5052 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5053 # upgrade journal again? this is also an ancient problem
5054 # - otaker upgrade? journal and call it good? (double check to make sure
5055 # we're not still setting otaker here)
5057 #only going to get worse with new location stuff...
5059 sub _upgrade_data { #class method
5060 my ($class, %opts) = @_;
5063 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5066 #this seems to be the only expensive one.. why does it take so long?
5067 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5069 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5070 FS::upgrade_journal->set_done('cust_main__signupdate');
5073 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5075 # fix yyyy-m-dd formatted paydates
5076 if ( driver_name =~ /^mysql/i ) {
5078 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5079 } else { # the SQL standard
5081 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5083 FS::upgrade_journal->set_done('cust_main__paydate');
5086 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5088 push @statements, #fix the weird BILL with a cc# in payinfo problem
5090 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5092 FS::upgrade_journal->set_done('cust_main__payinfo');
5097 foreach my $sql ( @statements ) {
5098 my $sth = dbh->prepare($sql) or die dbh->errstr;
5099 $sth->execute or die $sth->errstr;
5100 #warn ( (time - $t). " seconds\n" );
5104 local($ignore_expired_card) = 1;
5105 local($ignore_banned_card) = 1;
5106 local($skip_fuzzyfiles) = 1;
5107 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5108 $class->_upgrade_otaker(%opts);
5110 FS::cust_main::Location->_upgrade_data(%opts);
5120 The delete method should possibly take an FS::cust_main object reference
5121 instead of a scalar customer number.
5123 Bill and collect options should probably be passed as references instead of a
5126 There should probably be a configuration file with a list of allowed credit
5129 No multiple currency support (probably a larger project than just this module).
5131 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5133 Birthdates rely on negative epoch values.
5135 The payby for card/check batches is broken. With mixed batching, bad
5138 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5142 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5143 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5144 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.