2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
29 use File::Temp; #qw( tempfile );
30 use Business::CreditCard 0.28;
31 use List::Util qw(min);
32 use FS::UID qw( dbh driver_name );
33 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_ps do_print money_pretty card_types );
36 use FS::Msgcat qw(gettext);
43 use FS::cust_bill_void;
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
59 use FS::agent_currency;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 our $me = '[FS::cust_main]';
87 our $ignore_expired_card = 0;
88 our $ignore_banned_card = 0;
89 our $ignore_invalid_card = 0;
91 our $skip_fuzzyfiles = 0;
93 our $ucfirst_nowarn = 0;
95 #this info is in cust_payby as of 4.x
96 #this and the fields themselves can be removed in 5.x
97 our @encrypted_fields = ('payinfo', 'paycvv');
98 sub nohistory_fields { ('payinfo', 'paycvv'); }
101 our $default_agent_custid;
102 our $custnum_display_length;
103 #ask FS::UID to run this stuff for us later
104 #$FS::UID::callback{'FS::cust_main'} = sub {
105 install_callback FS::UID sub {
106 $conf = new FS::Conf;
107 #yes, need it for stuff below (prolly should be cached)
108 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
109 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
110 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
115 my ( $hashref, $cache ) = @_;
116 if ( exists $hashref->{'pkgnum'} ) {
117 #@{ $self->{'_pkgnum'} } = ();
118 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
119 $self->{'_pkgnum'} = $subcache;
120 #push @{ $self->{'_pkgnum'} },
121 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
127 FS::cust_main - Object methods for cust_main records
133 $record = new FS::cust_main \%hash;
134 $record = new FS::cust_main { 'column' => 'value' };
136 $error = $record->insert;
138 $error = $new_record->replace($old_record);
140 $error = $record->delete;
142 $error = $record->check;
144 @cust_pkg = $record->all_pkgs;
146 @cust_pkg = $record->ncancelled_pkgs;
148 @cust_pkg = $record->suspended_pkgs;
150 $error = $record->bill;
151 $error = $record->bill %options;
152 $error = $record->bill 'time' => $time;
154 $error = $record->collect;
155 $error = $record->collect %options;
156 $error = $record->collect 'invoice_time' => $time,
161 An FS::cust_main object represents a customer. FS::cust_main inherits from
162 FS::Record. The following fields are currently supported:
168 Primary key (assigned automatically for new customers)
172 Agent (see L<FS::agent>)
176 Advertising source (see L<FS::part_referral>)
188 Cocial security number (optional)
212 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
216 Payment Information (See L<FS::payinfo_Mixin> for data format)
220 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
224 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
228 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
232 Start date month (maestro/solo cards only)
236 Start date year (maestro/solo cards only)
240 Issue number (maestro/solo cards only)
244 Name on card or billing name
248 IP address from which payment information was received
252 Tax exempt, empty or `Y'
256 Order taker (see L<FS::access_user>)
262 =item referral_custnum
264 Referring customer number
268 Enable individual CDR spooling, empty or `Y'
272 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
276 Discourage individual CDR printing, empty or `Y'
280 Allow self-service editing of ticket subjects, empty or 'Y'
282 =item calling_list_exempt
284 Do not call, empty or 'Y'
286 =item invoice_ship_address
288 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
298 Creates a new customer. To add the customer to the database, see L<"insert">.
300 Note that this stores the hash reference, not a distinct copy of the hash it
301 points to. You can ask the object for a copy with the I<hash> method.
305 sub table { 'cust_main'; }
307 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
309 Adds this customer to the database. If there is an error, returns the error,
310 otherwise returns false.
312 Usually the customer's location will not yet exist in the database, and
313 the C<bill_location> and C<ship_location> pseudo-fields must be set to
314 uninserted L<FS::cust_location> objects. These will be inserted and linked
315 (in both directions) to the new customer record. If they're references
316 to the same object, they will become the same location.
318 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
319 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
320 are inserted atomicly, or the transaction is rolled back. Passing an empty
321 hash reference is equivalent to not supplying this parameter. There should be
322 a better explanation of this, but until then, here's an example:
325 tie %hash, 'Tie::RefHash'; #this part is important
327 $cust_pkg => [ $svc_acct ],
330 $cust_main->insert( \%hash );
332 INVOICING_LIST_ARYREF: No longer supported.
334 Currently available options are: I<depend_jobnum>, I<noexport>,
335 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
337 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
338 on the supplied jobnum (they will not run until the specific job completes).
339 This can be used to defer provisioning until some action completes (such
340 as running the customer's credit card successfully).
342 The I<noexport> option is deprecated. If I<noexport> is set true, no
343 provisioning jobs (exports) are scheduled. (You can schedule them later with
344 the B<reexport> method.)
346 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
347 of tax names and exemption numbers. FS::cust_main_exemption records will be
348 created and inserted.
350 If I<prospectnum> is set, moves contacts and locations from that prospect.
352 If I<contact> is set to an arrayref of FS::contact objects, those will be
355 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
356 unset), inserts those new contacts with this new customer. Handles CGI
357 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
359 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
360 new stored payment records with this new customer. Handles CGI parameters
361 for an "m2" multiple entry field as passed by edit/cust_main.cgi
367 my $cust_pkgs = @_ ? shift : {};
369 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
370 warn "cust_main::insert using deprecated invoicing list argument";
371 $invoicing_list = shift;
374 warn "$me insert called with options ".
375 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
378 local $SIG{HUP} = 'IGNORE';
379 local $SIG{INT} = 'IGNORE';
380 local $SIG{QUIT} = 'IGNORE';
381 local $SIG{TERM} = 'IGNORE';
382 local $SIG{TSTP} = 'IGNORE';
383 local $SIG{PIPE} = 'IGNORE';
385 my $oldAutoCommit = $FS::UID::AutoCommit;
386 local $FS::UID::AutoCommit = 0;
389 my $prepay_identifier = '';
390 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
392 if ( $self->payby eq 'PREPAY' ) {
394 $self->payby(''); #'BILL');
395 $prepay_identifier = $self->payinfo;
398 warn " looking up prepaid card $prepay_identifier\n"
401 my $error = $self->get_prepay( $prepay_identifier,
402 'amount_ref' => \$amount,
403 'seconds_ref' => \$seconds,
404 'upbytes_ref' => \$upbytes,
405 'downbytes_ref' => \$downbytes,
406 'totalbytes_ref' => \$totalbytes,
409 $dbh->rollback if $oldAutoCommit;
410 #return "error applying prepaid card (transaction rolled back): $error";
414 $payby = 'PREP' if $amount;
416 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
419 $self->payby(''); #'BILL');
420 $amount = $self->paid;
425 foreach my $l (qw(bill_location ship_location)) {
427 my $loc = delete $self->hashref->{$l} or next;
429 if ( !$loc->locationnum ) {
430 # warn the location that we're going to insert it with no custnum
431 $loc->set(custnum_pending => 1);
432 warn " inserting $l\n"
434 my $error = $loc->insert;
436 $dbh->rollback if $oldAutoCommit;
437 my $label = $l eq 'ship_location' ? 'service' : 'billing';
438 return "$error (in $label location)";
441 } elsif ( $loc->prospectnum ) {
443 $loc->prospectnum('');
444 $loc->set(custnum_pending => 1);
445 my $error = $loc->replace;
447 $dbh->rollback if $oldAutoCommit;
448 my $label = $l eq 'ship_location' ? 'service' : 'billing';
449 return "$error (moving $label location)";
452 } elsif ( ($loc->custnum || 0) > 0 ) {
453 # then it somehow belongs to another customer--shouldn't happen
454 $dbh->rollback if $oldAutoCommit;
455 return "$l belongs to customer ".$loc->custnum;
457 # else it already belongs to this customer
458 # (happens when ship_location is identical to bill_location)
460 $self->set($l.'num', $loc->locationnum);
462 if ( $self->get($l.'num') eq '' ) {
463 $dbh->rollback if $oldAutoCommit;
468 warn " inserting $self\n"
471 $self->signupdate(time) unless $self->signupdate;
473 $self->auto_agent_custid()
474 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
476 my $error = $self->check_payinfo_cardtype
477 || $self->SUPER::insert;
479 $dbh->rollback if $oldAutoCommit;
480 #return "inserting cust_main record (transaction rolled back): $error";
484 # now set cust_location.custnum
485 foreach my $l (qw(bill_location ship_location)) {
486 warn " setting $l.custnum\n"
488 my $loc = $self->$l or next;
489 unless ( $loc->custnum ) {
490 $loc->set(custnum => $self->custnum);
491 $error ||= $loc->replace;
495 $dbh->rollback if $oldAutoCommit;
496 return "error setting $l custnum: $error";
500 warn " setting customer tags\n"
503 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
504 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
505 'custnum' => $self->custnum };
506 my $error = $cust_tag->insert;
508 $dbh->rollback if $oldAutoCommit;
513 my $prospectnum = delete $options{'prospectnum'};
514 if ( $prospectnum ) {
516 warn " moving contacts and locations from prospect $prospectnum\n"
520 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
521 unless ( $prospect_main ) {
522 $dbh->rollback if $oldAutoCommit;
523 return "Unknown prospectnum $prospectnum";
525 $prospect_main->custnum($self->custnum);
526 $prospect_main->disabled('Y');
527 my $error = $prospect_main->replace;
529 $dbh->rollback if $oldAutoCommit;
533 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
534 my $cust_contact = new FS::cust_contact {
535 'custnum' => $self->custnum,
536 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
538 my $error = $cust_contact->insert
539 || $prospect_contact->delete;
541 $dbh->rollback if $oldAutoCommit;
546 my @cust_location = $prospect_main->cust_location;
547 my @qual = $prospect_main->qual;
549 foreach my $r ( @cust_location, @qual ) {
551 $r->custnum($self->custnum);
552 my $error = $r->replace;
554 $dbh->rollback if $oldAutoCommit;
561 warn " setting contacts\n"
564 $invoicing_list ||= $options{'invoicing_list'};
565 if ( $invoicing_list ) {
567 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
570 foreach my $dest (@$invoicing_list ) {
571 if ($dest eq 'POST') {
572 $self->set('postal_invoice', 'Y');
575 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
576 if ( $contact_email ) {
577 my $cust_contact = FS::cust_contact->new({
578 contactnum => $contact_email->contactnum,
579 custnum => $self->custnum,
581 $cust_contact->set('invoice_dest', 'Y');
582 my $error = $cust_contact->contactnum ?
583 $cust_contact->replace : $cust_contact->insert;
585 $dbh->rollback if $oldAutoCommit;
586 return "$error (linking to email address $dest)";
590 # this email address is not yet linked to any contact
591 $email .= ',' if length($email);
597 my $contact = FS::contact->new({
598 'custnum' => $self->get('custnum'),
599 'last' => $self->get('last'),
600 'first' => $self->get('first'),
601 'emailaddress' => $email,
602 'invoice_dest' => 'Y', # yes, you can set this via the contact
604 my $error = $contact->insert;
606 $dbh->rollback if $oldAutoCommit;
612 if ( my $contact = delete $options{'contact'} ) {
614 foreach my $c ( @$contact ) {
615 $c->custnum($self->custnum);
616 my $error = $c->insert;
618 $dbh->rollback if $oldAutoCommit;
624 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
626 my $error = $self->process_o2m( 'table' => 'contact',
627 'fields' => FS::contact->cgi_contact_fields,
628 'params' => $contact_params,
631 $dbh->rollback if $oldAutoCommit;
636 warn " setting cust_payby\n"
639 if ( $options{cust_payby} ) {
641 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
642 $cust_payby->custnum($self->custnum);
643 my $error = $cust_payby->insert;
645 $dbh->rollback if $oldAutoCommit;
650 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
652 my $error = $self->process_o2m(
653 'table' => 'cust_payby',
654 'fields' => FS::cust_payby->cgi_cust_payby_fields,
655 'params' => $cust_payby_params,
656 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
659 $dbh->rollback if $oldAutoCommit;
665 warn " setting cust_main_exemption\n"
668 my $tax_exemption = delete $options{'tax_exemption'};
669 if ( $tax_exemption ) {
671 $tax_exemption = { map { $_ => '' } @$tax_exemption }
672 if ref($tax_exemption) eq 'ARRAY';
674 foreach my $taxname ( keys %$tax_exemption ) {
675 my $cust_main_exemption = new FS::cust_main_exemption {
676 'custnum' => $self->custnum,
677 'taxname' => $taxname,
678 'exempt_number' => $tax_exemption->{$taxname},
680 my $error = $cust_main_exemption->insert;
682 $dbh->rollback if $oldAutoCommit;
683 return "inserting cust_main_exemption (transaction rolled back): $error";
688 warn " ordering packages\n"
691 $error = $self->order_pkgs( $cust_pkgs,
693 'seconds_ref' => \$seconds,
694 'upbytes_ref' => \$upbytes,
695 'downbytes_ref' => \$downbytes,
696 'totalbytes_ref' => \$totalbytes,
699 $dbh->rollback if $oldAutoCommit;
704 $dbh->rollback if $oldAutoCommit;
705 return "No svc_acct record to apply pre-paid time";
707 if ( $upbytes || $downbytes || $totalbytes ) {
708 $dbh->rollback if $oldAutoCommit;
709 return "No svc_acct record to apply pre-paid data";
713 warn " inserting initial $payby payment of $amount\n"
715 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
717 $dbh->rollback if $oldAutoCommit;
718 return "inserting payment (transaction rolled back): $error";
722 unless ( $import || $skip_fuzzyfiles ) {
723 warn " queueing fuzzyfiles update\n"
725 $error = $self->queue_fuzzyfiles_update;
727 $dbh->rollback if $oldAutoCommit;
728 return "updating fuzzy search cache: $error";
732 # FS::geocode_Mixin::after_insert or something?
733 if ( $conf->config('tax_district_method') and !$import ) {
734 # if anything non-empty, try to look it up
735 my $queue = new FS::queue {
736 'job' => 'FS::geocode_Mixin::process_district_update',
737 'custnum' => $self->custnum,
739 my $error = $queue->insert( ref($self), $self->custnum );
741 $dbh->rollback if $oldAutoCommit;
742 return "queueing tax district update: $error";
747 warn " exporting\n" if $DEBUG > 1;
749 my $export_args = $options{'export_args'} || [];
752 map qsearch( 'part_export', {exportnum=>$_} ),
753 $conf->config('cust_main-exports'); #, $agentnum
755 foreach my $part_export ( @part_export ) {
756 my $error = $part_export->export_insert($self, @$export_args);
758 $dbh->rollback if $oldAutoCommit;
759 return "exporting to ". $part_export->exporttype.
760 " (transaction rolled back): $error";
764 #foreach my $depend_jobnum ( @$depend_jobnums ) {
765 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
767 # foreach my $jobnum ( @jobnums ) {
768 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
769 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
771 # my $error = $queue->depend_insert($depend_jobnum);
773 # $dbh->rollback if $oldAutoCommit;
774 # return "error queuing job dependancy: $error";
781 #if ( exists $options{'jobnums'} ) {
782 # push @{ $options{'jobnums'} }, @jobnums;
785 warn " insert complete; committing transaction\n"
788 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
793 use File::CounterFile;
794 sub auto_agent_custid {
797 my $format = $conf->config('cust_main-auto_agent_custid');
799 if ( $format eq '1YMMXXXXXXXX' ) {
801 my $counter = new File::CounterFile 'cust_main.agent_custid';
804 my $ym = 100000000000 + time2str('%y%m00000000', time);
805 if ( $ym > $counter->value ) {
806 $counter->{'value'} = $agent_custid = $ym;
807 $counter->{'updated'} = 1;
809 $agent_custid = $counter->inc;
815 die "Unknown cust_main-auto_agent_custid format: $format";
818 $self->agent_custid($agent_custid);
822 =item PACKAGE METHODS
824 Documentation on customer package methods has been moved to
825 L<FS::cust_main::Packages>.
827 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
829 Recharges this (existing) customer with the specified prepaid card (see
830 L<FS::prepay_credit>), specified either by I<identifier> or as an
831 FS::prepay_credit object. If there is an error, returns the error, otherwise
834 Optionally, five scalar references can be passed as well. They will have their
835 values filled in with the amount, number of seconds, and number of upload,
836 download, and total bytes applied by this prepaid card.
840 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
841 #the only place that uses these args
842 sub recharge_prepay {
843 my( $self, $prepay_credit, $amountref, $secondsref,
844 $upbytesref, $downbytesref, $totalbytesref ) = @_;
846 local $SIG{HUP} = 'IGNORE';
847 local $SIG{INT} = 'IGNORE';
848 local $SIG{QUIT} = 'IGNORE';
849 local $SIG{TERM} = 'IGNORE';
850 local $SIG{TSTP} = 'IGNORE';
851 local $SIG{PIPE} = 'IGNORE';
853 my $oldAutoCommit = $FS::UID::AutoCommit;
854 local $FS::UID::AutoCommit = 0;
857 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
859 my $error = $self->get_prepay( $prepay_credit,
860 'amount_ref' => \$amount,
861 'seconds_ref' => \$seconds,
862 'upbytes_ref' => \$upbytes,
863 'downbytes_ref' => \$downbytes,
864 'totalbytes_ref' => \$totalbytes,
866 || $self->increment_seconds($seconds)
867 || $self->increment_upbytes($upbytes)
868 || $self->increment_downbytes($downbytes)
869 || $self->increment_totalbytes($totalbytes)
870 || $self->insert_cust_pay_prepay( $amount,
872 ? $prepay_credit->identifier
877 $dbh->rollback if $oldAutoCommit;
881 if ( defined($amountref) ) { $$amountref = $amount; }
882 if ( defined($secondsref) ) { $$secondsref = $seconds; }
883 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
884 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
885 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
887 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
892 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
894 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
895 specified either by I<identifier> or as an FS::prepay_credit object.
897 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
898 incremented by the values of the prepaid card.
900 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
901 check or set this customer's I<agentnum>.
903 If there is an error, returns the error, otherwise returns false.
909 my( $self, $prepay_credit, %opt ) = @_;
911 local $SIG{HUP} = 'IGNORE';
912 local $SIG{INT} = 'IGNORE';
913 local $SIG{QUIT} = 'IGNORE';
914 local $SIG{TERM} = 'IGNORE';
915 local $SIG{TSTP} = 'IGNORE';
916 local $SIG{PIPE} = 'IGNORE';
918 my $oldAutoCommit = $FS::UID::AutoCommit;
919 local $FS::UID::AutoCommit = 0;
922 unless ( ref($prepay_credit) ) {
924 my $identifier = $prepay_credit;
926 $prepay_credit = qsearchs(
928 { 'identifier' => $identifier },
933 unless ( $prepay_credit ) {
934 $dbh->rollback if $oldAutoCommit;
935 return "Invalid prepaid card: ". $identifier;
940 if ( $prepay_credit->agentnum ) {
941 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
942 $dbh->rollback if $oldAutoCommit;
943 return "prepaid card not valid for agent ". $self->agentnum;
945 $self->agentnum($prepay_credit->agentnum);
948 my $error = $prepay_credit->delete;
950 $dbh->rollback if $oldAutoCommit;
951 return "removing prepay_credit (transaction rolled back): $error";
954 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
955 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
957 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
962 =item increment_upbytes SECONDS
964 Updates this customer's single or primary account (see L<FS::svc_acct>) by
965 the specified number of upbytes. If there is an error, returns the error,
966 otherwise returns false.
970 sub increment_upbytes {
971 _increment_column( shift, 'upbytes', @_);
974 =item increment_downbytes SECONDS
976 Updates this customer's single or primary account (see L<FS::svc_acct>) by
977 the specified number of downbytes. If there is an error, returns the error,
978 otherwise returns false.
982 sub increment_downbytes {
983 _increment_column( shift, 'downbytes', @_);
986 =item increment_totalbytes SECONDS
988 Updates this customer's single or primary account (see L<FS::svc_acct>) by
989 the specified number of totalbytes. If there is an error, returns the error,
990 otherwise returns false.
994 sub increment_totalbytes {
995 _increment_column( shift, 'totalbytes', @_);
998 =item increment_seconds SECONDS
1000 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1001 the specified number of seconds. If there is an error, returns the error,
1002 otherwise returns false.
1006 sub increment_seconds {
1007 _increment_column( shift, 'seconds', @_);
1010 =item _increment_column AMOUNT
1012 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1013 the specified number of seconds or bytes. If there is an error, returns
1014 the error, otherwise returns false.
1018 sub _increment_column {
1019 my( $self, $column, $amount ) = @_;
1020 warn "$me increment_column called: $column, $amount\n"
1023 return '' unless $amount;
1025 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1026 $self->ncancelled_pkgs;
1028 if ( ! @cust_pkg ) {
1029 return 'No packages with primary or single services found'.
1030 ' to apply pre-paid time';
1031 } elsif ( scalar(@cust_pkg) > 1 ) {
1032 #maybe have a way to specify the package/account?
1033 return 'Multiple packages found to apply pre-paid time';
1036 my $cust_pkg = $cust_pkg[0];
1037 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1041 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1043 if ( ! @cust_svc ) {
1044 return 'No account found to apply pre-paid time';
1045 } elsif ( scalar(@cust_svc) > 1 ) {
1046 return 'Multiple accounts found to apply pre-paid time';
1049 my $svc_acct = $cust_svc[0]->svc_x;
1050 warn " found service svcnum ". $svc_acct->pkgnum.
1051 ' ('. $svc_acct->email. ")\n"
1054 $column = "increment_$column";
1055 $svc_acct->$column($amount);
1059 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1061 Inserts a prepayment in the specified amount for this customer. An optional
1062 second argument can specify the prepayment identifier for tracking purposes.
1063 If there is an error, returns the error, otherwise returns false.
1067 sub insert_cust_pay_prepay {
1068 shift->insert_cust_pay('PREP', @_);
1071 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1073 Inserts a cash payment in the specified amount for this customer. An optional
1074 second argument can specify the payment identifier for tracking purposes.
1075 If there is an error, returns the error, otherwise returns false.
1079 sub insert_cust_pay_cash {
1080 shift->insert_cust_pay('CASH', @_);
1083 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1085 Inserts a Western Union payment in the specified amount for this customer. An
1086 optional second argument can specify the prepayment identifier for tracking
1087 purposes. If there is an error, returns the error, otherwise returns false.
1091 sub insert_cust_pay_west {
1092 shift->insert_cust_pay('WEST', @_);
1095 sub insert_cust_pay {
1096 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1097 my $payinfo = scalar(@_) ? shift : '';
1099 my $cust_pay = new FS::cust_pay {
1100 'custnum' => $self->custnum,
1101 'paid' => sprintf('%.2f', $amount),
1102 #'_date' => #date the prepaid card was purchased???
1104 'payinfo' => $payinfo,
1110 =item delete [ OPTION => VALUE ... ]
1112 This deletes the customer. If there is an error, returns the error, otherwise
1115 This will completely remove all traces of the customer record. This is not
1116 what you want when a customer cancels service; for that, cancel all of the
1117 customer's packages (see L</cancel>).
1119 If the customer has any uncancelled packages, you need to pass a new (valid)
1120 customer number for those packages to be transferred to, as the "new_customer"
1121 option. Cancelled packages will be deleted. Did I mention that this is NOT
1122 what you want when a customer cancels service and that you really should be
1123 looking at L<FS::cust_pkg/cancel>?
1125 You can't delete a customer with invoices (see L<FS::cust_bill>),
1126 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1127 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1128 set the "delete_financials" option to a true value.
1133 my( $self, %opt ) = @_;
1135 local $SIG{HUP} = 'IGNORE';
1136 local $SIG{INT} = 'IGNORE';
1137 local $SIG{QUIT} = 'IGNORE';
1138 local $SIG{TERM} = 'IGNORE';
1139 local $SIG{TSTP} = 'IGNORE';
1140 local $SIG{PIPE} = 'IGNORE';
1142 my $oldAutoCommit = $FS::UID::AutoCommit;
1143 local $FS::UID::AutoCommit = 0;
1146 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1147 $dbh->rollback if $oldAutoCommit;
1148 return "Can't delete a master agent customer";
1151 #use FS::access_user
1152 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1153 $dbh->rollback if $oldAutoCommit;
1154 return "Can't delete a master employee customer";
1157 tie my %financial_tables, 'Tie::IxHash',
1158 'cust_bill' => 'invoices',
1159 'cust_statement' => 'statements',
1160 'cust_credit' => 'credits',
1161 'cust_pay' => 'payments',
1162 'cust_refund' => 'refunds',
1165 foreach my $table ( keys %financial_tables ) {
1167 my @records = $self->$table();
1169 if ( @records && ! $opt{'delete_financials'} ) {
1170 $dbh->rollback if $oldAutoCommit;
1171 return "Can't delete a customer with ". $financial_tables{$table};
1174 foreach my $record ( @records ) {
1175 my $error = $record->delete;
1177 $dbh->rollback if $oldAutoCommit;
1178 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1184 my @cust_pkg = $self->ncancelled_pkgs;
1186 my $new_custnum = $opt{'new_custnum'};
1187 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1188 $dbh->rollback if $oldAutoCommit;
1189 return "Invalid new customer number: $new_custnum";
1191 foreach my $cust_pkg ( @cust_pkg ) {
1192 my %hash = $cust_pkg->hash;
1193 $hash{'custnum'} = $new_custnum;
1194 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1195 my $error = $new_cust_pkg->replace($cust_pkg,
1196 options => { $cust_pkg->options },
1199 $dbh->rollback if $oldAutoCommit;
1204 my @cancelled_cust_pkg = $self->all_pkgs;
1205 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1206 my $error = $cust_pkg->delete;
1208 $dbh->rollback if $oldAutoCommit;
1213 #cust_tax_adjustment in financials?
1214 #cust_pay_pending? ouch
1215 foreach my $table (qw(
1216 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1217 cust_payby cust_location cust_main_note cust_tax_adjustment
1218 cust_pay_void cust_pay_batch queue cust_tax_exempt
1220 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1221 my $error = $record->delete;
1223 $dbh->rollback if $oldAutoCommit;
1229 my $sth = $dbh->prepare(
1230 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1232 my $errstr = $dbh->errstr;
1233 $dbh->rollback if $oldAutoCommit;
1236 $sth->execute($self->custnum) or do {
1237 my $errstr = $sth->errstr;
1238 $dbh->rollback if $oldAutoCommit;
1244 my $ticket_dbh = '';
1245 if ($conf->config('ticket_system') eq 'RT_Internal') {
1247 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1248 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1249 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1250 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1253 if ( $ticket_dbh ) {
1255 my $ticket_sth = $ticket_dbh->prepare(
1256 'DELETE FROM Links WHERE Target = ?'
1258 my $errstr = $ticket_dbh->errstr;
1259 $dbh->rollback if $oldAutoCommit;
1262 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1264 my $errstr = $ticket_sth->errstr;
1265 $dbh->rollback if $oldAutoCommit;
1269 #check and see if the customer is the only link on the ticket, and
1270 #if so, set the ticket to deleted status in RT?
1271 #maybe someday, for now this will at least fix tickets not displaying
1275 #delete the customer record
1277 my $error = $self->SUPER::delete;
1279 $dbh->rollback if $oldAutoCommit;
1283 # cust_main exports!
1285 #my $export_args = $options{'export_args'} || [];
1288 map qsearch( 'part_export', {exportnum=>$_} ),
1289 $conf->config('cust_main-exports'); #, $agentnum
1291 foreach my $part_export ( @part_export ) {
1292 my $error = $part_export->export_delete( $self ); #, @$export_args);
1294 $dbh->rollback if $oldAutoCommit;
1295 return "exporting to ". $part_export->exporttype.
1296 " (transaction rolled back): $error";
1300 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1305 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1307 Replaces the OLD_RECORD with this one in the database. If there is an error,
1308 returns the error, otherwise returns false.
1310 To change the customer's address, set the pseudo-fields C<bill_location> and
1311 C<ship_location>. The address will still only change if at least one of the
1312 address fields differs from the existing values.
1314 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1315 set as the contact email address for a default contact with the same name as
1318 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1319 I<contact_params>, I<invoicing_list>.
1321 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1322 of tax names and exemption numbers. FS::cust_main_exemption records will be
1323 deleted and inserted as appropriate.
1325 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1326 groups (describing the customer's payment methods and contacts, respectively)
1327 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1328 and L<FS::contact> for the fields these can contain.
1330 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1331 should be used instead if possible.
1338 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1340 : $self->replace_old;
1344 warn "$me replace called\n"
1347 my $curuser = $FS::CurrentUser::CurrentUser;
1348 return "You are not permitted to create complimentary accounts."
1349 if $self->complimentary eq 'Y'
1350 && $self->complimentary ne $old->complimentary
1351 && ! $curuser->access_right('Complimentary customer');
1353 local($ignore_expired_card) = 1
1354 if $old->payby =~ /^(CARD|DCRD)$/
1355 && $self->payby =~ /^(CARD|DCRD)$/
1356 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1358 local($ignore_banned_card) = 1
1359 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1360 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1361 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1363 if ( $self->payby =~ /^(CARD|DCRD)$/
1364 && $old->payinfo ne $self->payinfo
1365 && $old->paymask ne $self->paymask )
1367 my $error = $self->check_payinfo_cardtype;
1368 return $error if $error;
1371 return "Invoicing locale is required"
1374 && $conf->exists('cust_main-require_locale');
1376 local $SIG{HUP} = 'IGNORE';
1377 local $SIG{INT} = 'IGNORE';
1378 local $SIG{QUIT} = 'IGNORE';
1379 local $SIG{TERM} = 'IGNORE';
1380 local $SIG{TSTP} = 'IGNORE';
1381 local $SIG{PIPE} = 'IGNORE';
1383 my $oldAutoCommit = $FS::UID::AutoCommit;
1384 local $FS::UID::AutoCommit = 0;
1387 for my $l (qw(bill_location ship_location)) {
1388 #my $old_loc = $old->$l;
1389 my $new_loc = $self->$l or next;
1391 # find the existing location if there is one
1392 $new_loc->set('custnum' => $self->custnum);
1393 my $error = $new_loc->find_or_insert;
1395 $dbh->rollback if $oldAutoCommit;
1398 $self->set($l.'num', $new_loc->locationnum);
1402 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1403 warn "cust_main::replace: using deprecated invoicing list argument";
1404 $invoicing_list = shift @param;
1407 my %options = @param;
1409 $invoicing_list ||= $options{invoicing_list};
1411 my @contacts = map { $_->contact } $self->cust_contact;
1412 # find a contact that matches the customer's name
1413 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1414 and $_->last eq $old->get('last') }
1416 $implicit_contact ||= FS::contact->new({
1417 'custnum' => $self->custnum,
1418 'locationnum' => $self->get('bill_locationnum'),
1421 # for any of these that are already contact emails, link to the existing
1423 if ( $invoicing_list ) {
1426 # kind of like process_m2m on these, except:
1427 # - the other side is two tables in a join
1428 # - and we might have to create new contact_emails
1429 # - and possibly a new contact
1431 # Find existing invoice emails that aren't on the implicit contact.
1432 # Any of these that are not on the new invoicing list will be removed.
1433 my %old_email_cust_contact;
1434 foreach my $cust_contact ($self->cust_contact) {
1435 next if !$cust_contact->invoice_dest;
1436 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1438 foreach my $contact_email ($cust_contact->contact->contact_email) {
1439 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1443 foreach my $dest (@$invoicing_list) {
1445 if ($dest eq 'POST') {
1447 $self->set('postal_invoice', 'Y');
1449 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1451 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1455 # See if it belongs to some other contact; if so, link it.
1456 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1458 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1459 my $cust_contact = qsearchs('cust_contact', {
1460 contactnum => $contact_email->contactnum,
1461 custnum => $self->custnum,
1462 }) || FS::cust_contact->new({
1463 contactnum => $contact_email->contactnum,
1464 custnum => $self->custnum,
1466 $cust_contact->set('invoice_dest', 'Y');
1467 my $error = $cust_contact->custcontactnum ?
1468 $cust_contact->replace : $cust_contact->insert;
1470 $dbh->rollback if $oldAutoCommit;
1471 return "$error (linking to email address $dest)";
1475 # This email address is not yet linked to any contact, so it will
1476 # be added to the implicit contact.
1477 $email .= ',' if length($email);
1483 foreach my $remove_dest (keys %old_email_cust_contact) {
1484 my $cust_contact = $old_email_cust_contact{$remove_dest};
1485 # These were not in the list of requested destinations, so take them off.
1486 $cust_contact->set('invoice_dest', '');
1487 my $error = $cust_contact->replace;
1489 $dbh->rollback if $oldAutoCommit;
1490 return "$error (unlinking email address $remove_dest)";
1494 # make sure it keeps up with the changed customer name, if any
1495 $implicit_contact->set('last', $self->get('last'));
1496 $implicit_contact->set('first', $self->get('first'));
1497 $implicit_contact->set('emailaddress', $email);
1498 $implicit_contact->set('invoice_dest', 'Y');
1499 $implicit_contact->set('custnum', $self->custnum);
1502 if ( $implicit_contact->contactnum ) {
1503 $error = $implicit_contact->replace;
1504 } elsif ( length($email) ) { # don't create a new contact if not needed
1505 $error = $implicit_contact->insert;
1509 $dbh->rollback if $oldAutoCommit;
1510 return "$error (adding email address $email)";
1515 # replace the customer record
1516 my $error = $self->SUPER::replace($old);
1519 $dbh->rollback if $oldAutoCommit;
1523 # now move packages to the new service location
1524 $self->set('ship_location', ''); #flush cache
1525 if ( $old->ship_locationnum and # should only be null during upgrade...
1526 $old->ship_locationnum != $self->ship_locationnum ) {
1527 $error = $old->ship_location->move_to($self->ship_location);
1529 $dbh->rollback if $oldAutoCommit;
1533 # don't move packages based on the billing location, but
1534 # disable it if it's no longer in use
1535 if ( $old->bill_locationnum and
1536 $old->bill_locationnum != $self->bill_locationnum ) {
1537 $error = $old->bill_location->disable_if_unused;
1539 $dbh->rollback if $oldAutoCommit;
1544 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1546 #this could be more efficient than deleting and re-inserting, if it matters
1547 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1548 my $error = $cust_tag->delete;
1550 $dbh->rollback if $oldAutoCommit;
1554 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1555 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1556 'custnum' => $self->custnum };
1557 my $error = $cust_tag->insert;
1559 $dbh->rollback if $oldAutoCommit;
1566 my $tax_exemption = delete $options{'tax_exemption'};
1567 if ( $tax_exemption ) {
1569 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1570 if ref($tax_exemption) eq 'ARRAY';
1572 my %cust_main_exemption =
1573 map { $_->taxname => $_ }
1574 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1576 foreach my $taxname ( keys %$tax_exemption ) {
1578 if ( $cust_main_exemption{$taxname} &&
1579 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1582 delete $cust_main_exemption{$taxname};
1586 my $cust_main_exemption = new FS::cust_main_exemption {
1587 'custnum' => $self->custnum,
1588 'taxname' => $taxname,
1589 'exempt_number' => $tax_exemption->{$taxname},
1591 my $error = $cust_main_exemption->insert;
1593 $dbh->rollback if $oldAutoCommit;
1594 return "inserting cust_main_exemption (transaction rolled back): $error";
1598 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1599 my $error = $cust_main_exemption->delete;
1601 $dbh->rollback if $oldAutoCommit;
1602 return "deleting cust_main_exemption (transaction rolled back): $error";
1608 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1610 my $error = $self->process_o2m(
1611 'table' => 'cust_payby',
1612 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1613 'params' => $cust_payby_params,
1614 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1617 $dbh->rollback if $oldAutoCommit;
1623 if ( my $contact_params = delete $options{'contact_params'} ) {
1625 # this can potentially replace contacts that were created by the
1626 # invoicing list argument, but the UI shouldn't allow both of them
1629 my $error = $self->process_o2m(
1630 'table' => 'contact',
1631 'fields' => FS::contact->cgi_contact_fields,
1632 'params' => $contact_params,
1635 $dbh->rollback if $oldAutoCommit;
1641 unless ( $import || $skip_fuzzyfiles ) {
1642 $error = $self->queue_fuzzyfiles_update;
1644 $dbh->rollback if $oldAutoCommit;
1645 return "updating fuzzy search cache: $error";
1649 # tax district update in cust_location
1651 # cust_main exports!
1653 my $export_args = $options{'export_args'} || [];
1656 map qsearch( 'part_export', {exportnum=>$_} ),
1657 $conf->config('cust_main-exports'); #, $agentnum
1659 foreach my $part_export ( @part_export ) {
1660 my $error = $part_export->export_replace( $self, $old, @$export_args);
1662 $dbh->rollback if $oldAutoCommit;
1663 return "exporting to ". $part_export->exporttype.
1664 " (transaction rolled back): $error";
1668 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1673 =item queue_fuzzyfiles_update
1675 Used by insert & replace to update the fuzzy search cache
1679 use FS::cust_main::Search;
1680 sub queue_fuzzyfiles_update {
1683 local $SIG{HUP} = 'IGNORE';
1684 local $SIG{INT} = 'IGNORE';
1685 local $SIG{QUIT} = 'IGNORE';
1686 local $SIG{TERM} = 'IGNORE';
1687 local $SIG{TSTP} = 'IGNORE';
1688 local $SIG{PIPE} = 'IGNORE';
1690 my $oldAutoCommit = $FS::UID::AutoCommit;
1691 local $FS::UID::AutoCommit = 0;
1694 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1695 my $queue = new FS::queue {
1696 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1698 my @args = "cust_main.$field", $self->get($field);
1699 my $error = $queue->insert( @args );
1701 $dbh->rollback if $oldAutoCommit;
1702 return "queueing job (transaction rolled back): $error";
1707 push @locations, $self->bill_location if $self->bill_locationnum;
1708 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1709 foreach my $location (@locations) {
1710 my $queue = new FS::queue {
1711 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1713 my @args = 'cust_location.address1', $location->address1;
1714 my $error = $queue->insert( @args );
1716 $dbh->rollback if $oldAutoCommit;
1717 return "queueing job (transaction rolled back): $error";
1721 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1728 Checks all fields to make sure this is a valid customer record. If there is
1729 an error, returns the error, otherwise returns false. Called by the insert
1730 and replace methods.
1737 warn "$me check BEFORE: \n". $self->_dump
1741 $self->ut_numbern('custnum')
1742 || $self->ut_number('agentnum')
1743 || $self->ut_textn('agent_custid')
1744 || $self->ut_number('refnum')
1745 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1746 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1747 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1748 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1749 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1750 || $self->ut_textn('custbatch')
1751 || $self->ut_name('last')
1752 || $self->ut_name('first')
1753 || $self->ut_snumbern('signupdate')
1754 || $self->ut_snumbern('birthdate')
1755 || $self->ut_namen('spouse_last')
1756 || $self->ut_namen('spouse_first')
1757 || $self->ut_snumbern('spouse_birthdate')
1758 || $self->ut_snumbern('anniversary_date')
1759 || $self->ut_textn('company')
1760 || $self->ut_textn('ship_company')
1761 || $self->ut_anything('comments')
1762 || $self->ut_numbern('referral_custnum')
1763 || $self->ut_textn('stateid')
1764 || $self->ut_textn('stateid_state')
1765 || $self->ut_textn('invoice_terms')
1766 || $self->ut_floatn('cdr_termination_percentage')
1767 || $self->ut_floatn('credit_limit')
1768 || $self->ut_numbern('billday')
1769 || $self->ut_numbern('prorate_day')
1770 || $self->ut_flag('edit_subject')
1771 || $self->ut_flag('calling_list_exempt')
1772 || $self->ut_flag('invoice_noemail')
1773 || $self->ut_flag('message_noemail')
1774 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1775 || $self->ut_currencyn('currency')
1776 || $self->ut_alphan('po_number')
1777 || $self->ut_enum('complimentary', [ '', 'Y' ])
1778 || $self->ut_flag('invoice_ship_address')
1779 || $self->ut_flag('invoice_dest')
1782 foreach (qw(company ship_company)) {
1783 my $company = $self->get($_);
1784 $company =~ s/^\s+//;
1785 $company =~ s/\s+$//;
1786 $company =~ s/\s+/ /g;
1787 $self->set($_, $company);
1790 #barf. need message catalogs. i18n. etc.
1791 $error .= "Please select an advertising source."
1792 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1793 return $error if $error;
1795 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1796 or return "Unknown agent";
1798 if ( $self->currency ) {
1799 my $agent_currency = qsearchs( 'agent_currency', {
1800 'agentnum' => $agent->agentnum,
1801 'currency' => $self->currency,
1803 or return "Agent ". $agent->agent.
1804 " not permitted to offer ". $self->currency. " invoicing";
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-$3");
1824 #turn off invoice_ship_address if ship & bill are the same
1825 if ($self->bill_locationnum eq $self->ship_locationnum) {
1826 $self->invoice_ship_address('');
1829 # cust_main_county verification now handled by cust_location check
1832 $self->ut_phonen('daytime', $self->country)
1833 || $self->ut_phonen('night', $self->country)
1834 || $self->ut_phonen('fax', $self->country)
1835 || $self->ut_phonen('mobile', $self->country)
1837 return $error if $error;
1839 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1841 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1844 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1846 : FS::Msgcat::_gettext('daytime');
1847 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1849 : FS::Msgcat::_gettext('night');
1851 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1853 : FS::Msgcat::_gettext('mobile');
1855 return "$daytime_label, $night_label or $mobile_label is required"
1859 ### start of stuff moved to cust_payby
1860 # then mostly kept here to support upgrades (can remove in 5.x)
1861 # but modified to allow everything to be empty
1863 if ( $self->payby ) {
1864 FS::payby->can_payby($self->table, $self->payby)
1865 or return "Illegal payby: ". $self->payby;
1870 $error = $self->ut_numbern('paystart_month')
1871 || $self->ut_numbern('paystart_year')
1872 || $self->ut_numbern('payissue')
1873 || $self->ut_textn('paytype')
1875 return $error if $error;
1877 if ( $self->payip eq '' ) {
1880 $error = $self->ut_ip('payip');
1881 return $error if $error;
1884 # If it is encrypted and the private key is not availaible then we can't
1885 # check the credit card.
1886 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1888 # Need some kind of global flag to accept invalid cards, for testing
1890 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1891 $self->payby =~ /^(CARD|DCRD)$/ ) {
1893 my $payinfo = $self->payinfo;
1894 $payinfo =~ s/\D//g;
1895 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1896 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1898 $self->payinfo($payinfo);
1900 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1902 return gettext('unknown_card_type')
1903 if $self->payinfo !~ /^99\d{14}$/ #token
1904 && cardtype($self->payinfo) eq "Unknown";
1906 unless ( $ignore_banned_card ) {
1907 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1909 if ( $ban->bantype eq 'warn' ) {
1910 #or others depending on value of $ban->reason ?
1911 return '_duplicate_card'.
1912 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1913 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1914 ' (ban# '. $ban->bannum. ')'
1915 unless $self->override_ban_warn;
1917 return 'Banned credit card: banned on '.
1918 time2str('%a %h %o at %r', $ban->_date).
1919 ' by '. $ban->otaker.
1920 ' (ban# '. $ban->bannum. ')';
1925 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1926 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1927 $self->paycvv =~ /^(\d{4})$/
1928 or return "CVV2 (CID) for American Express cards is four digits.";
1931 $self->paycvv =~ /^(\d{3})$/
1932 or return "CVV2 (CVC2/CID) is three digits.";
1939 my $cardtype = cardtype($payinfo);
1940 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1942 return "Start date or issue number is required for $cardtype cards"
1943 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1945 return "Start month must be between 1 and 12"
1946 if $self->paystart_month
1947 and $self->paystart_month < 1 || $self->paystart_month > 12;
1949 return "Start year must be 1990 or later"
1950 if $self->paystart_year
1951 and $self->paystart_year < 1990;
1953 return "Issue number must be beween 1 and 99"
1955 and $self->payissue < 1 || $self->payissue > 99;
1958 $self->paystart_month('');
1959 $self->paystart_year('');
1960 $self->payissue('');
1963 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1964 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1966 my $payinfo = $self->payinfo;
1967 $payinfo =~ s/[^\d\@\.]//g;
1968 if ( $conf->config('echeck-country') eq 'CA' ) {
1969 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1970 or return 'invalid echeck account@branch.bank';
1971 $payinfo = "$1\@$2.$3";
1972 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1973 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1974 $payinfo = "$1\@$2";
1976 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1977 $payinfo = "$1\@$2";
1979 $self->payinfo($payinfo);
1982 unless ( $ignore_banned_card ) {
1983 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1985 if ( $ban->bantype eq 'warn' ) {
1986 #or others depending on value of $ban->reason ?
1987 return '_duplicate_ach' unless $self->override_ban_warn;
1989 return 'Banned ACH account: banned on '.
1990 time2str('%a %h %o at %r', $ban->_date).
1991 ' by '. $ban->otaker.
1992 ' (ban# '. $ban->bannum. ')';
1997 } elsif ( $self->payby eq 'LECB' ) {
1999 my $payinfo = $self->payinfo;
2000 $payinfo =~ s/\D//g;
2001 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2003 $self->payinfo($payinfo);
2006 } elsif ( $self->payby eq 'BILL' ) {
2008 $error = $self->ut_textn('payinfo');
2009 return "Illegal P.O. number: ". $self->payinfo if $error;
2012 } elsif ( $self->payby eq 'COMP' ) {
2014 my $curuser = $FS::CurrentUser::CurrentUser;
2015 if ( ! $self->custnum
2016 && ! $curuser->access_right('Complimentary customer')
2019 return "You are not permitted to create complimentary accounts."
2022 $error = $self->ut_textn('payinfo');
2023 return "Illegal comp account issuer: ". $self->payinfo if $error;
2026 } elsif ( $self->payby eq 'PREPAY' ) {
2028 my $payinfo = $self->payinfo;
2029 $payinfo =~ s/\W//g; #anything else would just confuse things
2030 $self->payinfo($payinfo);
2031 $error = $self->ut_alpha('payinfo');
2032 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2033 return "Unknown prepayment identifier"
2034 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2039 return "You are not permitted to create complimentary accounts."
2041 && $self->complimentary eq 'Y'
2042 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2044 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2045 return "Expiration date required"
2046 # shouldn't payinfo_check do this?
2047 unless ! $self->payby
2048 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2052 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2053 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2054 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2055 ( $m, $y ) = ( $2, "19$1" );
2056 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2057 ( $m, $y ) = ( $3, "20$2" );
2059 return "Illegal expiration date: ". $self->paydate;
2061 $m = sprintf('%02d',$m);
2062 $self->paydate("$y-$m-01");
2063 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2064 return gettext('expired_card')
2066 && !$ignore_expired_card
2067 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2070 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2071 ( ! $conf->exists('require_cardname')
2072 || $self->payby !~ /^(CARD|DCRD)$/ )
2074 $self->payname( $self->first. " ". $self->getfield('last') );
2077 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2078 $self->payname =~ /^([\w \,\.\-\']*)$/
2079 or return gettext('illegal_name'). " payname: ". $self->payname;
2082 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2083 or return gettext('illegal_name'). " payname: ". $self->payname;
2089 ### end of stuff moved to cust_payby
2091 return "Please select an invoicing locale"
2094 && $conf->exists('cust_main-require_locale');
2096 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2097 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2101 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2103 warn "$me check AFTER: \n". $self->_dump
2106 $self->SUPER::check;
2109 sub check_payinfo_cardtype {
2112 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2114 my $payinfo = $self->payinfo;
2115 $payinfo =~ s/\D//g;
2117 return '' if $payinfo =~ /^99\d{14}$/; #token
2119 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2120 my $cardtype = cardtype($payinfo);
2122 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2130 Additional checks for replace only.
2135 my ($new,$old) = @_;
2136 #preserve old value if global config is set
2137 if ($old && $conf->exists('invoice-ship_address')) {
2138 $new->invoice_ship_address($old->invoice_ship_address);
2145 Returns a list of fields which have ship_ duplicates.
2150 qw( last first company
2152 address1 address2 city county state zip country
2154 daytime night fax mobile
2158 =item has_ship_address
2160 Returns true if this customer record has a separate shipping address.
2164 sub has_ship_address {
2166 $self->bill_locationnum != $self->ship_locationnum;
2171 Returns a list of key/value pairs, with the following keys: address1,
2172 adddress2, city, county, state, zip, country, district, and geocode. The
2173 shipping address is used if present.
2179 $self->ship_location->location_hash;
2184 Returns all locations (see L<FS::cust_location>) for this customer.
2191 'table' => 'cust_location',
2192 'hashref' => { 'custnum' => $self->custnum,
2193 'prospectnum' => '',
2195 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2201 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2207 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2210 =item cust_payby PAYBY
2212 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2214 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2215 Does not validate PAYBY.
2223 'table' => 'cust_payby',
2224 'hashref' => { 'custnum' => $self->custnum },
2225 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2227 $search->{'extra_sql'} = ' AND payby IN ( ' . join(',', map { dbh->quote($_) } @payby) . ' ) '
2233 =item has_cust_payby_auto
2235 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2239 sub has_cust_payby_auto {
2242 'table' => 'cust_payby',
2243 'hashref' => { 'custnum' => $self->custnum, },
2244 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2245 'order_by' => 'LIMIT 1',
2252 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2253 and L<FS::cust_pkg>) for this customer, except those on hold.
2255 Returns a list: an empty list on success or a list of errors.
2261 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2266 Unsuspends all suspended packages in the on-hold state (those without setup
2267 dates) for this customer.
2273 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2278 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2280 Returns a list: an empty list on success or a list of errors.
2286 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2289 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2291 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2292 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2293 of a list of pkgparts; the hashref has the following keys:
2297 =item pkgparts - listref of pkgparts
2299 =item (other options are passed to the suspend method)
2304 Returns a list: an empty list on success or a list of errors.
2308 sub suspend_if_pkgpart {
2310 my (@pkgparts, %opt);
2311 if (ref($_[0]) eq 'HASH'){
2312 @pkgparts = @{$_[0]{pkgparts}};
2317 grep { $_->suspend(%opt) }
2318 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2319 $self->unsuspended_pkgs;
2322 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2324 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2325 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2326 instead of a list of pkgparts; the hashref has the following keys:
2330 =item pkgparts - listref of pkgparts
2332 =item (other options are passed to the suspend method)
2336 Returns a list: an empty list on success or a list of errors.
2340 sub suspend_unless_pkgpart {
2342 my (@pkgparts, %opt);
2343 if (ref($_[0]) eq 'HASH'){
2344 @pkgparts = @{$_[0]{pkgparts}};
2349 grep { $_->suspend(%opt) }
2350 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2351 $self->unsuspended_pkgs;
2354 =item cancel [ OPTION => VALUE ... ]
2356 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2358 Available options are:
2362 =item quiet - can be set true to supress email cancellation notices.
2364 =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.
2366 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2368 =item nobill - can be set true to skip billing if it might otherwise be done.
2372 Always returns a list: an empty list on success or a list of errors.
2376 # nb that dates are not specified as valid options to this method
2379 my( $self, %opt ) = @_;
2381 warn "$me cancel called on customer ". $self->custnum. " with options ".
2382 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2385 return ( 'access denied' )
2386 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2388 if ( $opt{'ban'} ) {
2390 foreach my $cust_payby ( $self->cust_payby ) {
2392 #well, if they didn't get decrypted on search, then we don't have to
2393 # try again... queue a job for the server that does have decryption
2394 # capability if we're in a paranoid multi-server implementation?
2395 return ( "Can't (yet) ban encrypted credit cards" )
2396 if $cust_payby->is_encrypted($cust_payby->payinfo);
2398 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2399 my $error = $ban->insert;
2400 return ( $error ) if $error;
2406 my @pkgs = $self->ncancelled_pkgs;
2408 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2410 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2411 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2415 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2416 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2419 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2422 sub _banned_pay_hashref {
2433 'payby' => $payby2ban{$self->payby},
2434 'payinfo' => $self->payinfo,
2435 #don't ever *search* on reason! #'reason' =>
2441 Returns all notes (see L<FS::cust_main_note>) for this customer.
2446 my($self,$orderby_classnum) = (shift,shift);
2447 my $orderby = "sticky DESC, _date DESC";
2448 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2449 qsearch( 'cust_main_note',
2450 { 'custnum' => $self->custnum },
2452 "ORDER BY $orderby",
2458 Returns the agent (see L<FS::agent>) for this customer.
2462 Returns the agent name (see L<FS::agent>) for this customer.
2468 $self->agent->agent;
2473 Returns any tags associated with this customer, as FS::cust_tag objects,
2474 or an empty list if there are no tags.
2478 Returns any tags associated with this customer, as FS::part_tag objects,
2479 or an empty list if there are no tags.
2485 map $_->part_tag, $self->cust_tag;
2491 Returns the customer class, as an FS::cust_class object, or the empty string
2492 if there is no customer class.
2496 Returns the customer category name, or the empty string if there is no customer
2503 my $cust_class = $self->cust_class;
2505 ? $cust_class->categoryname
2511 Returns the customer class name, or the empty string if there is no customer
2518 my $cust_class = $self->cust_class;
2520 ? $cust_class->classname
2526 Returns the external tax status, as an FS::tax_status object, or the empty
2527 string if there is no tax status.
2533 if ( $self->taxstatusnum ) {
2534 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2542 Returns the tax status code if there is one.
2548 my $tax_status = $self->tax_status;
2550 ? $tax_status->taxstatus
2554 =item BILLING METHODS
2556 Documentation on billing methods has been moved to
2557 L<FS::cust_main::Billing>.
2559 =item REALTIME BILLING METHODS
2561 Documentation on realtime billing methods has been moved to
2562 L<FS::cust_main::Billing_Realtime>.
2566 Removes the I<paycvv> field from the database directly.
2568 If there is an error, returns the error, otherwise returns false.
2574 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2575 or return dbh->errstr;
2576 $sth->execute($self->custnum)
2577 or return $sth->errstr;
2584 Returns the total owed for this customer on all invoices
2585 (see L<FS::cust_bill/owed>).
2591 $self->total_owed_date(2145859200); #12/31/2037
2594 =item total_owed_date TIME
2596 Returns the total owed for this customer on all invoices with date earlier than
2597 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2598 see L<Time::Local> and L<Date::Parse> for conversion functions.
2602 sub total_owed_date {
2606 my $custnum = $self->custnum;
2608 my $owed_sql = FS::cust_bill->owed_sql;
2611 SELECT SUM($owed_sql) FROM cust_bill
2612 WHERE custnum = $custnum
2616 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2620 =item total_owed_pkgnum PKGNUM
2622 Returns the total owed on all invoices for this customer's specific package
2623 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2627 sub total_owed_pkgnum {
2628 my( $self, $pkgnum ) = @_;
2629 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2632 =item total_owed_date_pkgnum TIME PKGNUM
2634 Returns the total owed for this customer's specific package when using
2635 experimental package balances on all invoices with date earlier than
2636 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2637 see L<Time::Local> and L<Date::Parse> for conversion functions.
2641 sub total_owed_date_pkgnum {
2642 my( $self, $time, $pkgnum ) = @_;
2645 foreach my $cust_bill (
2646 grep { $_->_date <= $time }
2647 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2649 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2651 sprintf( "%.2f", $total_bill );
2657 Returns the total amount of all payments.
2664 $total += $_->paid foreach $self->cust_pay;
2665 sprintf( "%.2f", $total );
2668 =item total_unapplied_credits
2670 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2671 customer. See L<FS::cust_credit/credited>.
2673 =item total_credited
2675 Old name for total_unapplied_credits. Don't use.
2679 sub total_credited {
2680 #carp "total_credited deprecated, use total_unapplied_credits";
2681 shift->total_unapplied_credits(@_);
2684 sub total_unapplied_credits {
2687 my $custnum = $self->custnum;
2689 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2692 SELECT SUM($unapplied_sql) FROM cust_credit
2693 WHERE custnum = $custnum
2696 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2700 =item total_unapplied_credits_pkgnum PKGNUM
2702 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2703 customer. See L<FS::cust_credit/credited>.
2707 sub total_unapplied_credits_pkgnum {
2708 my( $self, $pkgnum ) = @_;
2709 my $total_credit = 0;
2710 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2711 sprintf( "%.2f", $total_credit );
2715 =item total_unapplied_payments
2717 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2718 See L<FS::cust_pay/unapplied>.
2722 sub total_unapplied_payments {
2725 my $custnum = $self->custnum;
2727 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2730 SELECT SUM($unapplied_sql) FROM cust_pay
2731 WHERE custnum = $custnum
2734 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2738 =item total_unapplied_payments_pkgnum PKGNUM
2740 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2741 specific package when using experimental package balances. See
2742 L<FS::cust_pay/unapplied>.
2746 sub total_unapplied_payments_pkgnum {
2747 my( $self, $pkgnum ) = @_;
2748 my $total_unapplied = 0;
2749 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2750 sprintf( "%.2f", $total_unapplied );
2754 =item total_unapplied_refunds
2756 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2757 customer. See L<FS::cust_refund/unapplied>.
2761 sub total_unapplied_refunds {
2763 my $custnum = $self->custnum;
2765 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2768 SELECT SUM($unapplied_sql) FROM cust_refund
2769 WHERE custnum = $custnum
2772 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2778 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2779 total_unapplied_credits minus total_unapplied_payments).
2785 $self->balance_date_range;
2788 =item balance_date TIME
2790 Returns the balance for this customer, only considering invoices with date
2791 earlier than TIME (total_owed_date minus total_credited minus
2792 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2793 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2800 $self->balance_date_range(shift);
2803 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2805 Returns the balance for this customer, optionally considering invoices with
2806 date earlier than START_TIME, and not later than END_TIME
2807 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2809 Times are specified as SQL fragments or numeric
2810 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2811 L<Date::Parse> for conversion functions. The empty string can be passed
2812 to disable that time constraint completely.
2814 Accepts the same options as L<balance_date_sql>:
2818 =item unapplied_date
2820 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)
2824 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2825 time will be ignored. Note that START_TIME and END_TIME only limit the date
2826 range for invoices and I<unapplied> payments, credits, and refunds.
2832 sub balance_date_range {
2834 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2835 ') FROM cust_main WHERE custnum='. $self->custnum;
2836 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2839 =item balance_pkgnum PKGNUM
2841 Returns the balance for this customer's specific package when using
2842 experimental package balances (total_owed plus total_unrefunded, minus
2843 total_unapplied_credits minus total_unapplied_payments)
2847 sub balance_pkgnum {
2848 my( $self, $pkgnum ) = @_;
2851 $self->total_owed_pkgnum($pkgnum)
2852 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2853 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2854 - $self->total_unapplied_credits_pkgnum($pkgnum)
2855 - $self->total_unapplied_payments_pkgnum($pkgnum)
2861 Returns a hash of useful information for making a payment.
2871 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2872 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2873 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2877 For credit card transactions:
2889 For electronic check transactions:
2904 $return{balance} = $self->balance;
2906 $return{payname} = $self->payname
2907 || ( $self->first. ' '. $self->get('last') );
2909 $return{$_} = $self->bill_location->$_
2910 for qw(address1 address2 city state zip);
2912 $return{payby} = $self->payby;
2913 $return{stateid_state} = $self->stateid_state;
2915 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2916 $return{card_type} = cardtype($self->payinfo);
2917 $return{payinfo} = $self->paymask;
2919 @return{'month', 'year'} = $self->paydate_monthyear;
2923 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2924 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2925 $return{payinfo1} = $payinfo1;
2926 $return{payinfo2} = $payinfo2;
2927 $return{paytype} = $self->paytype;
2928 $return{paystate} = $self->paystate;
2932 #doubleclick protection
2934 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2942 Returns the next payment expiration date for this customer. If they have no
2943 payment methods that will expire, returns 0.
2949 # filter out the ones that individually return 0, but then return 0 if
2950 # there are no results
2951 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
2952 min( @epochs ) || 0;
2955 =item paydate_epoch_sql
2957 Returns an SQL expression to get the next payment expiration date for a
2958 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
2959 dates, so that it's safe to test for "will it expire before date X" for any
2964 sub paydate_epoch_sql {
2966 my $paydate = FS::cust_payby->paydate_epoch_sql;
2967 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
2971 my( $self, $taxname ) = @_;
2973 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2974 'taxname' => $taxname,
2979 =item cust_main_exemption
2981 =item invoicing_list
2983 Returns a list of email addresses (with svcnum entries expanded), and the word
2984 'POST' if the customer receives postal invoices.
2988 sub invoicing_list {
2989 my( $self, $arrayref ) = @_;
2992 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
2995 my @emails = $self->invoicing_list_emailonly;
2996 push @emails, 'POST' if $self->get('postal_invoice');
3001 =item check_invoicing_list ARRAYREF
3003 Checks these arguements as valid input for the invoicing_list method. If there
3004 is an error, returns the error, otherwise returns false.
3008 sub check_invoicing_list {
3009 my( $self, $arrayref ) = @_;
3011 foreach my $address ( @$arrayref ) {
3013 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3014 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3017 my $cust_main_invoice = new FS::cust_main_invoice ( {
3018 'custnum' => $self->custnum,
3021 my $error = $self->custnum
3022 ? $cust_main_invoice->check
3023 : $cust_main_invoice->checkdest
3025 return $error if $error;
3029 return "Email address required"
3030 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3031 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3038 Returns the email addresses of all accounts provisioned for this customer.
3045 foreach my $cust_pkg ( $self->all_pkgs ) {
3046 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3048 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3049 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3051 $list{$_}=1 foreach map { $_->email } @svc_acct;
3056 =item invoicing_list_addpost
3058 Adds postal invoicing to this customer. If this customer is already configured
3059 to receive postal invoices, does nothing.
3063 sub invoicing_list_addpost {
3065 if ( $self->get('postal_invoice') eq '' ) {
3066 $self->set('postal_invoice', 'Y');
3067 my $error = $self->replace;
3068 warn $error if $error; # should fail harder, but this is traditional
3072 =item invoicing_list_emailonly
3074 Returns the list of email invoice recipients (invoicing_list without non-email
3075 destinations such as POST and FAX).
3079 sub invoicing_list_emailonly {
3081 warn "$me invoicing_list_emailonly called"
3083 return () if !$self->custnum; # not yet inserted
3084 return map { $_->emailaddress }
3086 table => 'cust_contact',
3087 select => 'emailaddress',
3088 addl_from => ' JOIN contact USING (contactnum) '.
3089 ' JOIN contact_email USING (contactnum)',
3090 hashref => { 'custnum' => $self->custnum, },
3091 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3095 =item invoicing_list_emailonly_scalar
3097 Returns the list of email invoice recipients (invoicing_list without non-email
3098 destinations such as POST and FAX) as a comma-separated scalar.
3102 sub invoicing_list_emailonly_scalar {
3104 warn "$me invoicing_list_emailonly_scalar called"
3106 join(', ', $self->invoicing_list_emailonly);
3109 =item referral_custnum_cust_main
3111 Returns the customer who referred this customer (or the empty string, if
3112 this customer was not referred).
3114 Note the difference with referral_cust_main method: This method,
3115 referral_custnum_cust_main returns the single customer (if any) who referred
3116 this customer, while referral_cust_main returns an array of customers referred
3121 sub referral_custnum_cust_main {
3123 return '' unless $self->referral_custnum;
3124 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3127 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3129 Returns an array of customers referred by this customer (referral_custnum set
3130 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3131 customers referred by customers referred by this customer and so on, inclusive.
3132 The default behavior is DEPTH 1 (no recursion).
3134 Note the difference with referral_custnum_cust_main method: This method,
3135 referral_cust_main, returns an array of customers referred BY this customer,
3136 while referral_custnum_cust_main returns the single customer (if any) who
3137 referred this customer.
3141 sub referral_cust_main {
3143 my $depth = @_ ? shift : 1;
3144 my $exclude = @_ ? shift : {};
3147 map { $exclude->{$_->custnum}++; $_; }
3148 grep { ! $exclude->{ $_->custnum } }
3149 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3153 map { $_->referral_cust_main($depth-1, $exclude) }
3160 =item referral_cust_main_ncancelled
3162 Same as referral_cust_main, except only returns customers with uncancelled
3167 sub referral_cust_main_ncancelled {
3169 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3172 =item referral_cust_pkg [ DEPTH ]
3174 Like referral_cust_main, except returns a flat list of all unsuspended (and
3175 uncancelled) packages for each customer. The number of items in this list may
3176 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3180 sub referral_cust_pkg {
3182 my $depth = @_ ? shift : 1;
3184 map { $_->unsuspended_pkgs }
3185 grep { $_->unsuspended_pkgs }
3186 $self->referral_cust_main($depth);
3189 =item referring_cust_main
3191 Returns the single cust_main record for the customer who referred this customer
3192 (referral_custnum), or false.
3196 sub referring_cust_main {
3198 return '' unless $self->referral_custnum;
3199 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3202 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3204 Applies a credit to this customer. If there is an error, returns the error,
3205 otherwise returns false.
3207 REASON can be a text string, an FS::reason object, or a scalar reference to
3208 a reasonnum. If a text string, it will be automatically inserted as a new
3209 reason, and a 'reason_type' option must be passed to indicate the
3210 FS::reason_type for the new reason.
3212 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3213 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3214 I<commission_pkgnum>.
3216 Any other options are passed to FS::cust_credit::insert.
3221 my( $self, $amount, $reason, %options ) = @_;
3223 my $cust_credit = new FS::cust_credit {
3224 'custnum' => $self->custnum,
3225 'amount' => $amount,
3228 if ( ref($reason) ) {
3230 if ( ref($reason) eq 'SCALAR' ) {
3231 $cust_credit->reasonnum( $$reason );
3233 $cust_credit->reasonnum( $reason->reasonnum );
3237 $cust_credit->set('reason', $reason)
3240 $cust_credit->$_( delete $options{$_} )
3241 foreach grep exists($options{$_}),
3242 qw( addlinfo eventnum ),
3243 map "commission_$_", qw( agentnum salesnum pkgnum );
3245 $cust_credit->insert(%options);
3249 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3251 Creates a one-time charge for this customer. If there is an error, returns
3252 the error, otherwise returns false.
3254 New-style, with a hashref of options:
3256 my $error = $cust_main->charge(
3260 'start_date' => str2time('7/4/2009'),
3261 'pkg' => 'Description',
3262 'comment' => 'Comment',
3263 'additional' => [], #extra invoice detail
3264 'classnum' => 1, #pkg_class
3266 'setuptax' => '', # or 'Y' for tax exempt
3268 'locationnum'=> 1234, # optional
3271 'taxclass' => 'Tax class',
3274 'taxproduct' => 2, #part_pkg_taxproduct
3275 'override' => {}, #XXX describe
3277 #will be filled in with the new object
3278 'cust_pkg_ref' => \$cust_pkg,
3280 #generate an invoice immediately
3282 'invoice_terms' => '', #with these terms
3288 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3292 #super false laziness w/quotation::charge
3295 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3296 my ( $pkg, $comment, $additional );
3297 my ( $setuptax, $taxclass ); #internal taxes
3298 my ( $taxproduct, $override ); #vendor (CCH) taxes
3300 my $separate_bill = '';
3301 my $cust_pkg_ref = '';
3302 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3304 if ( ref( $_[0] ) ) {
3305 $amount = $_[0]->{amount};
3306 $setup_cost = $_[0]->{setup_cost};
3307 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3308 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3309 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3310 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3311 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3312 : '$'. sprintf("%.2f",$amount);
3313 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3314 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3315 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3316 $additional = $_[0]->{additional} || [];
3317 $taxproduct = $_[0]->{taxproductnum};
3318 $override = { '' => $_[0]->{tax_override} };
3319 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3320 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3321 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3322 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3323 $separate_bill = $_[0]->{separate_bill} || '';
3329 $pkg = @_ ? shift : 'One-time charge';
3330 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3332 $taxclass = @_ ? shift : '';
3336 local $SIG{HUP} = 'IGNORE';
3337 local $SIG{INT} = 'IGNORE';
3338 local $SIG{QUIT} = 'IGNORE';
3339 local $SIG{TERM} = 'IGNORE';
3340 local $SIG{TSTP} = 'IGNORE';
3341 local $SIG{PIPE} = 'IGNORE';
3343 my $oldAutoCommit = $FS::UID::AutoCommit;
3344 local $FS::UID::AutoCommit = 0;
3347 my $part_pkg = new FS::part_pkg ( {
3349 'comment' => $comment,
3353 'classnum' => ( $classnum ? $classnum : '' ),
3354 'setuptax' => $setuptax,
3355 'taxclass' => $taxclass,
3356 'taxproductnum' => $taxproduct,
3357 'setup_cost' => $setup_cost,
3360 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3361 ( 0 .. @$additional - 1 )
3363 'additional_count' => scalar(@$additional),
3364 'setup_fee' => $amount,
3367 my $error = $part_pkg->insert( options => \%options,
3368 tax_overrides => $override,
3371 $dbh->rollback if $oldAutoCommit;
3375 my $pkgpart = $part_pkg->pkgpart;
3376 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3377 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3378 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3379 $error = $type_pkgs->insert;
3381 $dbh->rollback if $oldAutoCommit;
3386 my $cust_pkg = new FS::cust_pkg ( {
3387 'custnum' => $self->custnum,
3388 'pkgpart' => $pkgpart,
3389 'quantity' => $quantity,
3390 'start_date' => $start_date,
3391 'no_auto' => $no_auto,
3392 'separate_bill' => $separate_bill,
3393 'locationnum'=> $locationnum,
3396 $error = $cust_pkg->insert;
3398 $dbh->rollback if $oldAutoCommit;
3400 } elsif ( $cust_pkg_ref ) {
3401 ${$cust_pkg_ref} = $cust_pkg;
3405 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3406 'pkg_list' => [ $cust_pkg ],
3409 $dbh->rollback if $oldAutoCommit;
3414 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3419 #=item charge_postal_fee
3421 #Applies a one time charge this customer. If there is an error,
3422 #returns the error, returns the cust_pkg charge object or false
3423 #if there was no charge.
3427 # This should be a customer event. For that to work requires that bill
3428 # also be a customer event.
3430 sub charge_postal_fee {
3433 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3434 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3436 my $cust_pkg = new FS::cust_pkg ( {
3437 'custnum' => $self->custnum,
3438 'pkgpart' => $pkgpart,
3442 my $error = $cust_pkg->insert;
3443 $error ? $error : $cust_pkg;
3446 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3448 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3450 Optionally, a list or hashref of additional arguments to the qsearch call can
3457 my $opt = ref($_[0]) ? shift : { @_ };
3459 #return $self->num_cust_bill unless wantarray || keys %$opt;
3461 $opt->{'table'} = 'cust_bill';
3462 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3463 $opt->{'hashref'}{'custnum'} = $self->custnum;
3464 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3466 map { $_ } #behavior of sort undefined in scalar context
3467 sort { $a->_date <=> $b->_date }
3471 =item open_cust_bill
3473 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3478 sub open_cust_bill {
3482 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3488 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3490 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3494 sub legacy_cust_bill {
3497 #return $self->num_legacy_cust_bill unless wantarray;
3499 map { $_ } #behavior of sort undefined in scalar context
3500 sort { $a->_date <=> $b->_date }
3501 qsearch({ 'table' => 'legacy_cust_bill',
3502 'hashref' => { 'custnum' => $self->custnum, },
3503 'order_by' => 'ORDER BY _date ASC',
3507 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3509 Returns all the statements (see L<FS::cust_statement>) for this customer.
3511 Optionally, a list or hashref of additional arguments to the qsearch call can
3516 =item cust_bill_void
3518 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3522 sub cust_bill_void {
3525 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3526 sort { $a->_date <=> $b->_date }
3527 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3530 sub cust_statement {
3532 my $opt = ref($_[0]) ? shift : { @_ };
3534 #return $self->num_cust_statement unless wantarray || keys %$opt;
3536 $opt->{'table'} = 'cust_statement';
3537 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3538 $opt->{'hashref'}{'custnum'} = $self->custnum;
3539 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3541 map { $_ } #behavior of sort undefined in scalar context
3542 sort { $a->_date <=> $b->_date }
3546 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3548 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3550 Optionally, a list or hashref of additional arguments to the qsearch call can
3551 be passed following the SVCDB.
3558 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3559 warn "$me svc_x requires a svcdb";
3562 my $opt = ref($_[0]) ? shift : { @_ };
3564 $opt->{'table'} = $svcdb;
3565 $opt->{'addl_from'} =
3566 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3567 ($opt->{'addl_from'} || '');
3569 my $custnum = $self->custnum;
3570 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3571 my $where = "cust_pkg.custnum = $custnum";
3573 my $extra_sql = $opt->{'extra_sql'} || '';
3574 if ( keys %{ $opt->{'hashref'} } ) {
3575 $extra_sql = " AND $where $extra_sql";
3578 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3579 $extra_sql = "WHERE $where AND $1";
3582 $extra_sql = "WHERE $where $extra_sql";
3585 $opt->{'extra_sql'} = $extra_sql;
3590 # required for use as an eventtable;
3593 $self->svc_x('svc_acct', @_);
3598 Returns all the credits (see L<FS::cust_credit>) for this customer.
3605 #return $self->num_cust_credit unless wantarray;
3607 map { $_ } #behavior of sort undefined in scalar context
3608 sort { $a->_date <=> $b->_date }
3609 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3612 =item cust_credit_pkgnum
3614 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3615 package when using experimental package balances.
3619 sub cust_credit_pkgnum {
3620 my( $self, $pkgnum ) = @_;
3621 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3622 sort { $a->_date <=> $b->_date }
3623 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3624 'pkgnum' => $pkgnum,
3629 =item cust_credit_void
3631 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3635 sub cust_credit_void {
3638 sort { $a->_date <=> $b->_date }
3639 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3644 Returns all the payments (see L<FS::cust_pay>) for this customer.
3650 my $opt = ref($_[0]) ? shift : { @_ };
3652 return $self->num_cust_pay unless wantarray || keys %$opt;
3654 $opt->{'table'} = 'cust_pay';
3655 $opt->{'hashref'}{'custnum'} = $self->custnum;
3657 map { $_ } #behavior of sort undefined in scalar context
3658 sort { $a->_date <=> $b->_date }
3665 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3666 called automatically when the cust_pay method is used in a scalar context.
3672 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3673 my $sth = dbh->prepare($sql) or die dbh->errstr;
3674 $sth->execute($self->custnum) or die $sth->errstr;
3675 $sth->fetchrow_arrayref->[0];
3678 =item unapplied_cust_pay
3680 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3684 sub unapplied_cust_pay {
3688 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3694 =item cust_pay_pkgnum
3696 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3697 package when using experimental package balances.
3701 sub cust_pay_pkgnum {
3702 my( $self, $pkgnum ) = @_;
3703 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3704 sort { $a->_date <=> $b->_date }
3705 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3706 'pkgnum' => $pkgnum,
3713 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3719 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3720 sort { $a->_date <=> $b->_date }
3721 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3724 =item cust_pay_pending
3726 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3727 (without status "done").
3731 sub cust_pay_pending {
3733 return $self->num_cust_pay_pending unless wantarray;
3734 sort { $a->_date <=> $b->_date }
3735 qsearch( 'cust_pay_pending', {
3736 'custnum' => $self->custnum,
3737 'status' => { op=>'!=', value=>'done' },
3742 =item cust_pay_pending_attempt
3744 Returns all payment attempts / declined payments for this customer, as pending
3745 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3746 a corresponding payment (see L<FS::cust_pay>).
3750 sub cust_pay_pending_attempt {
3752 return $self->num_cust_pay_pending_attempt unless wantarray;
3753 sort { $a->_date <=> $b->_date }
3754 qsearch( 'cust_pay_pending', {
3755 'custnum' => $self->custnum,
3762 =item num_cust_pay_pending
3764 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3765 customer (without status "done"). Also called automatically when the
3766 cust_pay_pending method is used in a scalar context.
3770 sub num_cust_pay_pending {
3773 " SELECT COUNT(*) FROM cust_pay_pending ".
3774 " WHERE custnum = ? AND status != 'done' ",
3779 =item num_cust_pay_pending_attempt
3781 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3782 customer, with status "done" but without a corresp. Also called automatically when the
3783 cust_pay_pending method is used in a scalar context.
3787 sub num_cust_pay_pending_attempt {
3790 " SELECT COUNT(*) FROM cust_pay_pending ".
3791 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3798 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3804 map { $_ } #return $self->num_cust_refund unless wantarray;
3805 sort { $a->_date <=> $b->_date }
3806 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3809 =item display_custnum
3811 Returns the displayed customer number for this customer: agent_custid if
3812 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3816 sub display_custnum {
3819 return $self->agent_custid
3820 if $default_agent_custid && $self->agent_custid;
3822 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3826 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
3827 } elsif ( $custnum_display_length ) {
3828 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
3830 return $self->custnum;
3836 Returns a name string for this customer, either "Company (Last, First)" or
3843 my $name = $self->contact;
3844 $name = $self->company. " ($name)" if $self->company;
3848 =item service_contact
3850 Returns the L<FS::contact> object for this customer that has the 'Service'
3851 contact class, or undef if there is no such contact. Deprecated; don't use
3856 sub service_contact {
3858 if ( !exists($self->{service_contact}) ) {
3859 my $classnum = $self->scalar_sql(
3860 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3861 ) || 0; #if it's zero, qsearchs will return nothing
3862 my $cust_contact = qsearchs('cust_contact', {
3863 'classnum' => $classnum,
3864 'custnum' => $self->custnum,
3866 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3868 $self->{service_contact};
3873 Returns a name string for this (service/shipping) contact, either
3874 "Company (Last, First)" or "Last, First".
3881 my $name = $self->ship_contact;
3882 $name = $self->company. " ($name)" if $self->company;
3888 Returns a name string for this customer, either "Company" or "First Last".
3894 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3897 =item ship_name_short
3899 Returns a name string for this (service/shipping) contact, either "Company"
3904 sub ship_name_short {
3906 $self->service_contact
3907 ? $self->ship_contact_firstlast
3913 Returns this customer's full (billing) contact name only, "Last, First"
3919 $self->get('last'). ', '. $self->first;
3924 Returns this customer's full (shipping) contact name only, "Last, First"
3930 my $contact = $self->service_contact || $self;
3931 $contact->get('last') . ', ' . $contact->get('first');
3934 =item contact_firstlast
3936 Returns this customers full (billing) contact name only, "First Last".
3940 sub contact_firstlast {
3942 $self->first. ' '. $self->get('last');
3945 =item ship_contact_firstlast
3947 Returns this customer's full (shipping) contact name only, "First Last".
3951 sub ship_contact_firstlast {
3953 my $contact = $self->service_contact || $self;
3954 $contact->get('first') . ' '. $contact->get('last');
3957 sub bill_country_full {
3959 $self->bill_location->country_full;
3962 sub ship_country_full {
3964 $self->ship_location->country_full;
3967 =item county_state_county [ PREFIX ]
3969 Returns a string consisting of just the county, state and country.
3973 sub county_state_country {
3976 if ( @_ && $_[0] && $self->has_ship_address ) {
3977 $locationnum = $self->ship_locationnum;
3979 $locationnum = $self->bill_locationnum;
3981 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
3982 $cust_location->county_state_country;
3985 =item geocode DATA_VENDOR
3987 Returns a value for the customer location as encoded by DATA_VENDOR.
3988 Currently this only makes sense for "CCH" as DATA_VENDOR.
3996 Returns a status string for this customer, currently:
4002 No packages have ever been ordered. Displayed as "No packages".
4006 Recurring packages all are new (not yet billed).
4010 One or more recurring packages is active.
4014 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4018 All non-cancelled recurring packages are suspended.
4022 All recurring packages are cancelled.
4026 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4027 cust_main-status_module configuration option.
4031 sub status { shift->cust_status(@_); }
4035 for my $status ( FS::cust_main->statuses() ) {
4036 my $method = $status.'_sql';
4037 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4038 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4039 $sth->execute( ($self->custnum) x $numnum )
4040 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4041 return $status if $sth->fetchrow_arrayref->[0];
4045 =item is_status_delay_cancel
4047 Returns true if customer status is 'suspended'
4048 and all suspended cust_pkg return true for
4049 cust_pkg->is_status_delay_cancel.
4051 This is not a real status, this only meant for hacking display
4052 values, because otherwise treating the customer as suspended is
4053 really the whole point of the delay_cancel option.
4057 sub is_status_delay_cancel {
4059 return 0 unless $self->status eq 'suspended';
4060 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4061 return 0 unless $cust_pkg->is_status_delay_cancel;
4066 =item ucfirst_cust_status
4068 =item ucfirst_status
4070 Deprecated, use the cust_status_label method instead.
4072 Returns the status with the first character capitalized.
4076 sub ucfirst_status {
4077 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4078 local($ucfirst_nowarn) = 1;
4079 shift->ucfirst_cust_status(@_);
4082 sub ucfirst_cust_status {
4083 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4085 ucfirst($self->cust_status);
4088 =item cust_status_label
4092 Returns the display label for this status.
4096 sub status_label { shift->cust_status_label(@_); }
4098 sub cust_status_label {
4100 __PACKAGE__->statuslabels->{$self->cust_status};
4105 Returns a hex triplet color string for this customer's status.
4109 sub statuscolor { shift->cust_statuscolor(@_); }
4111 sub cust_statuscolor {
4113 __PACKAGE__->statuscolors->{$self->cust_status};
4116 =item tickets [ STATUS ]
4118 Returns an array of hashes representing the customer's RT tickets.
4120 An optional status (or arrayref or hashref of statuses) may be specified.
4126 my $status = ( @_ && $_[0] ) ? shift : '';
4128 my $num = $conf->config('cust_main-max_tickets') || 10;
4131 if ( $conf->config('ticket_system') ) {
4132 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4134 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4143 foreach my $priority (
4144 $conf->config('ticket_system-custom_priority_field-values'), ''
4146 last if scalar(@tickets) >= $num;
4148 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4149 $num - scalar(@tickets),
4160 =item appointments [ STATUS ]
4162 Returns an array of hashes representing the customer's RT tickets which
4169 my $status = ( @_ && $_[0] ) ? shift : '';
4171 return () unless $conf->config('ticket_system');
4173 my $queueid = $conf->config('ticket_system-appointment-queueid');
4175 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4184 # Return services representing svc_accts in customer support packages
4185 sub support_services {
4187 my %packages = map { $_ => 1 } $conf->config('support_packages');
4189 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4190 grep { $_->part_svc->svcdb eq 'svc_acct' }
4191 map { $_->cust_svc }
4192 grep { exists $packages{ $_->pkgpart } }
4193 $self->ncancelled_pkgs;
4197 # Return a list of latitude/longitude for one of the services (if any)
4198 sub service_coordinates {
4202 grep { $_->latitude && $_->longitude }
4204 map { $_->cust_svc }
4205 $self->ncancelled_pkgs;
4207 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4212 Returns a masked version of the named field
4217 my ($self,$field) = @_;
4221 'x'x(length($self->getfield($field))-4).
4222 substr($self->getfield($field), (length($self->getfield($field))-4));
4226 =item payment_history
4228 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4229 cust_credit and cust_refund objects. Each hashref has the following fields:
4231 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4233 I<date> - value of _date field, unix timestamp
4235 I<date_pretty> - user-friendly date
4237 I<description> - user-friendly description of item
4239 I<amount> - impact of item on user's balance
4240 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4241 Not to be confused with the native 'amount' field in cust_credit, see below.
4243 I<amount_pretty> - includes money char
4245 I<balance> - customer balance, chronologically as of this item
4247 I<balance_pretty> - includes money char
4249 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4251 I<paid> - amount paid for cust_pay records, undef for other types
4253 I<credit> - amount credited for cust_credit records, undef for other types.
4254 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4256 I<refund> - amount refunded for cust_refund records, undef for other types
4258 The four table-specific keys always have positive values, whether they reflect charges or payments.
4260 The following options may be passed to this method:
4262 I<line_items> - if true, returns charges ('Line item') rather than invoices
4264 I<start_date> - unix timestamp, only include records on or after.
4265 If specified, an item of type 'Previous' will also be included.
4266 It does not have table-specific fields.
4268 I<end_date> - unix timestamp, only include records before
4270 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4272 I<conf> - optional already-loaded FS::Conf object.
4276 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4277 # and also for sending customer statements, which should both be kept customer-friendly.
4278 # If you add anything that shouldn't be passed on through the API or exposed
4279 # to customers, add a new option to include it, don't include it by default
4280 sub payment_history {
4282 my $opt = ref($_[0]) ? $_[0] : { @_ };
4284 my $conf = $$opt{'conf'} || new FS::Conf;
4285 my $money_char = $conf->config("money_char") || '$',
4287 #first load entire history,
4288 #need previous to calculate previous balance
4289 #loading after end_date shouldn't hurt too much?
4291 if ( $$opt{'line_items'} ) {
4293 foreach my $cust_bill ( $self->cust_bill ) {
4296 'type' => 'Line item',
4297 'description' => $_->desc( $self->locale ).
4298 ( $_->sdate && $_->edate
4299 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4300 ' To '. time2str('%d-%b-%Y', $_->edate)
4303 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4304 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4305 'date' => $cust_bill->_date,
4306 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4308 foreach $cust_bill->cust_bill_pkg;
4315 'type' => 'Invoice',
4316 'description' => 'Invoice #'. $_->display_invnum,
4317 'amount' => sprintf('%.2f', $_->charged ),
4318 'charged' => sprintf('%.2f', $_->charged ),
4319 'date' => $_->_date,
4320 'date_pretty' => $self->time2str_local('short', $_->_date ),
4322 foreach $self->cust_bill;
4327 'type' => 'Payment',
4328 'description' => 'Payment', #XXX type
4329 'amount' => sprintf('%.2f', 0 - $_->paid ),
4330 'paid' => sprintf('%.2f', $_->paid ),
4331 'date' => $_->_date,
4332 'date_pretty' => $self->time2str_local('short', $_->_date ),
4334 foreach $self->cust_pay;
4338 'description' => 'Credit', #more info?
4339 'amount' => sprintf('%.2f', 0 -$_->amount ),
4340 'credit' => sprintf('%.2f', $_->amount ),
4341 'date' => $_->_date,
4342 'date_pretty' => $self->time2str_local('short', $_->_date ),
4344 foreach $self->cust_credit;
4348 'description' => 'Refund', #more info? type, like payment?
4349 'amount' => $_->refund,
4350 'refund' => $_->refund,
4351 'date' => $_->_date,
4352 'date_pretty' => $self->time2str_local('short', $_->_date ),
4354 foreach $self->cust_refund;
4356 #put it all in chronological order
4357 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4359 #calculate balance, filter items outside date range
4363 foreach my $item (@history) {
4364 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4365 $balance += $$item{'amount'};
4366 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4367 $previous += $$item{'amount'};
4370 $$item{'balance'} = sprintf("%.2f",$balance);
4371 foreach my $key ( qw(amount balance) ) {
4372 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4377 # start with previous balance, if there was one
4380 'type' => 'Previous',
4381 'description' => 'Previous balance',
4382 'amount' => sprintf("%.2f",$previous),
4383 'balance' => sprintf("%.2f",$previous),
4384 'date' => $$opt{'start_date'},
4385 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4387 #false laziness with above
4388 foreach my $key ( qw(amount balance) ) {
4389 $$item{$key.'_pretty'} = $$item{$key};
4390 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4392 unshift(@out,$item);
4395 @out = reverse @history if $$opt{'reverse_sort'};
4400 =item save_cust_payby
4402 Saves a new cust_payby for this customer, replacing an existing entry only
4403 in select circumstances. Does not validate input.
4405 If auto is specified, marks this as the customer's primary method, or the
4406 specified weight. Existing payment methods have their weight incremented as
4409 If bill_location is specified with auto, also sets location in cust_main.
4411 Will not insert complete duplicates of existing records, or records in which the
4412 only difference from an existing record is to turn off automatic payment (will
4413 return without error.) Will replace existing records in which the only difference
4414 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4415 Fields marked as preserved are optional, and existing values will not be overwritten with
4416 blanks when replacing.
4418 Accepts the following named parameters:
4428 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4432 optional, set higher than 1 for secondary, etc.
4440 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4448 optional, will be preserved when replacing
4456 CARD only, required, FS::cust_location object
4458 =item paystart_month
4460 CARD only, optional, will be preserved when replacing
4464 CARD only, optional, will be preserved when replacing
4468 CARD only, optional, will be preserved when replacing
4472 CARD only, only used if conf cvv-save is set appropriately
4486 #The code for this option is in place, but it's not currently used
4490 # existing cust_payby object to be replaced (must match custnum)
4492 # stateid/stateid_state/ss are not currently supported in cust_payby,
4493 # might not even work properly in 4.x, but will need to work here if ever added
4495 sub save_cust_payby {
4499 my $old = $opt{'replace'};
4500 my $new = new FS::cust_payby { $old ? $old->hash : () };
4501 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4502 $new->set( 'custnum' => $self->custnum );
4504 my $payby = $opt{'payment_payby'};
4505 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4507 # don't allow turning off auto when replacing
4508 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4510 my @check_existing; # payby relevant to this payment_payby
4512 # set payby based on auto
4513 if ( $payby eq 'CARD' ) {
4514 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4515 @check_existing = qw( CARD DCRD );
4516 } elsif ( $payby eq 'CHEK' ) {
4517 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4518 @check_existing = qw( CHEK DCHK );
4521 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4524 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4525 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4526 $new->set( 'payname' => $opt{'payname'} );
4527 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4529 my $conf = new FS::Conf;
4531 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4532 if ( $payby eq 'CARD' &&
4533 grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save') ) {
4534 $new->set( 'paycvv' => $opt{'paycvv'} );
4536 $new->set( 'paycvv' => '');
4539 local $SIG{HUP} = 'IGNORE';
4540 local $SIG{INT} = 'IGNORE';
4541 local $SIG{QUIT} = 'IGNORE';
4542 local $SIG{TERM} = 'IGNORE';
4543 local $SIG{TSTP} = 'IGNORE';
4544 local $SIG{PIPE} = 'IGNORE';
4546 my $oldAutoCommit = $FS::UID::AutoCommit;
4547 local $FS::UID::AutoCommit = 0;
4550 # set fields specific to payment_payby
4551 if ( $payby eq 'CARD' ) {
4552 if ($opt{'bill_location'}) {
4553 $opt{'bill_location'}->set('custnum' => $self->custnum);
4554 my $error = $opt{'bill_location'}->find_or_insert;
4556 $dbh->rollback if $oldAutoCommit;
4559 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4561 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4562 $new->set( $field => $opt{$field} );
4565 foreach my $field ( qw(paytype paystate) ) {
4566 $new->set( $field => $opt{$field} );
4570 # other cust_payby to compare this to
4571 my @existing = $self->cust_payby(@check_existing);
4573 # fields that can overwrite blanks with values, but not values with blanks
4574 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4576 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4578 # generally, we don't want to overwrite existing cust_payby with this,
4579 # but we can replace if we're only marking it auto or adding a preserved field
4580 # and we can avoid saving a total duplicate or merely turning off auto
4582 foreach my $cust_payby (@existing) {
4583 # check fields that absolutely should not change
4584 foreach my $field ($new->fields) {
4585 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4586 next if grep(/^$field$/, @preserve );
4587 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4589 # now check fields that can replace if one value is blank
4591 foreach my $field (@preserve) {
4593 ( $new->get($field) and !$cust_payby->get($field) ) or
4594 ( $cust_payby->get($field) and !$new->get($field) )
4596 # prevention of overwriting values with blanks happens farther below
4598 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4602 unless ( $replace ) {
4603 # nearly identical, now check weight
4604 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4605 # ignore identical cust_payby, and ignore attempts to turn off auto
4606 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4607 $skip_cust_payby = 1;
4610 # otherwise, only change is to mark this as primary
4612 # if we got this far, we're definitely replacing
4619 $new->set( 'custpaybynum' => $old->custpaybynum );
4620 # don't turn off automatic payment (but allow it to be turned on)
4621 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4623 $new->set( 'payby' => $old->payby );
4624 $new->set( 'weight' => 1 );
4626 # make sure we're not overwriting values with blanks
4627 foreach my $field (@preserve) {
4628 if ( $old->get($field) and !$new->get($field) ) {
4629 $new->set( $field => $old->get($field) );
4634 # only overwrite cust_main bill_location if auto
4635 if ($opt{'auto'} && $opt{'bill_location'}) {
4636 $self->set('bill_location' => $opt{'bill_location'});
4637 my $error = $self->replace;
4639 $dbh->rollback if $oldAutoCommit;
4644 # done with everything except reweighting and saving cust_payby
4645 # still need to commit changes to cust_main and cust_location
4646 if ($skip_cust_payby) {
4647 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4651 # re-weight existing primary cust_pay for this payby
4653 foreach my $cust_payby (@existing) {
4654 # relies on cust_payby return order
4655 last unless $cust_payby->payby !~ /^D/;
4656 last if $cust_payby->weight > 1;
4657 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4658 next if $cust_payby->weight < ($opt{'weight'} || 1);
4659 $cust_payby->weight( $cust_payby->weight + 1 );
4660 my $error = $cust_payby->replace;
4662 $dbh->rollback if $oldAutoCommit;
4663 return "Error reweighting cust_payby: $error";
4668 # finally, save cust_payby
4669 my $error = $old ? $new->replace($old) : $new->insert;
4671 $dbh->rollback if $oldAutoCommit;
4675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4682 =head1 CLASS METHODS
4688 Class method that returns the list of possible status strings for customers
4689 (see L<the status method|/status>). For example:
4691 @statuses = FS::cust_main->statuses();
4697 keys %{ $self->statuscolors };
4700 =item cust_status_sql
4702 Returns an SQL fragment to determine the status of a cust_main record, as a
4707 sub cust_status_sql {
4709 for my $status ( FS::cust_main->statuses() ) {
4710 my $method = $status.'_sql';
4711 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4720 Returns an SQL expression identifying prospective cust_main records (customers
4721 with no packages ever ordered)
4725 use vars qw($select_count_pkgs);
4726 $select_count_pkgs =
4727 "SELECT COUNT(*) FROM cust_pkg
4728 WHERE cust_pkg.custnum = cust_main.custnum";
4730 sub select_count_pkgs_sql {
4735 " 0 = ( $select_count_pkgs ) ";
4740 Returns an SQL expression identifying ordered cust_main records (customers with
4741 no active packages, but recurring packages not yet setup or one time charges
4747 FS::cust_main->none_active_sql.
4748 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4753 Returns an SQL expression identifying active cust_main records (customers with
4754 active recurring packages).
4759 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4762 =item none_active_sql
4764 Returns an SQL expression identifying cust_main records with no active
4765 recurring packages. This includes customers of status prospect, ordered,
4766 inactive, and suspended.
4770 sub none_active_sql {
4771 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4776 Returns an SQL expression identifying inactive cust_main records (customers with
4777 no active recurring packages, but otherwise unsuspended/uncancelled).
4782 FS::cust_main->none_active_sql.
4783 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4789 Returns an SQL expression identifying suspended cust_main records.
4794 sub suspended_sql { susp_sql(@_); }
4796 FS::cust_main->none_active_sql.
4797 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4803 Returns an SQL expression identifying cancelled cust_main records.
4807 sub cancel_sql { shift->cancelled_sql(@_); }
4810 =item uncancelled_sql
4812 Returns an SQL expression identifying un-cancelled cust_main records.
4816 sub uncancelled_sql { uncancel_sql(@_); }
4817 sub uncancel_sql { "
4818 ( 0 < ( $select_count_pkgs
4819 AND ( cust_pkg.cancel IS NULL
4820 OR cust_pkg.cancel = 0
4823 OR 0 = ( $select_count_pkgs )
4829 Returns an SQL fragment to retreive the balance.
4834 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4835 WHERE cust_bill.custnum = cust_main.custnum )
4836 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4837 WHERE cust_pay.custnum = cust_main.custnum )
4838 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4839 WHERE cust_credit.custnum = cust_main.custnum )
4840 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4841 WHERE cust_refund.custnum = cust_main.custnum )
4844 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4846 Returns an SQL fragment to retreive the balance for this customer, optionally
4847 considering invoices with date earlier than START_TIME, and not
4848 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4849 total_unapplied_payments).
4851 Times are specified as SQL fragments or numeric
4852 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4853 L<Date::Parse> for conversion functions. The empty string can be passed
4854 to disable that time constraint completely.
4856 Available options are:
4860 =item unapplied_date
4862 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)
4867 set to true to remove all customer comparison clauses, for totals
4872 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4877 JOIN clause (typically used with the total option)
4881 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4882 time will be ignored. Note that START_TIME and END_TIME only limit the date
4883 range for invoices and I<unapplied> payments, credits, and refunds.
4889 sub balance_date_sql {
4890 my( $class, $start, $end, %opt ) = @_;
4892 my $cutoff = $opt{'cutoff'};
4894 my $owed = FS::cust_bill->owed_sql($cutoff);
4895 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4896 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4897 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4899 my $j = $opt{'join'} || '';
4901 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4902 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4903 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4904 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4906 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4907 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4908 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4909 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4914 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4916 Returns an SQL fragment to retreive the total unapplied payments for this
4917 customer, only considering payments with date earlier than START_TIME, and
4918 optionally not later than END_TIME.
4920 Times are specified as SQL fragments or numeric
4921 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4922 L<Date::Parse> for conversion functions. The empty string can be passed
4923 to disable that time constraint completely.
4925 Available options are:
4929 sub unapplied_payments_date_sql {
4930 my( $class, $start, $end, %opt ) = @_;
4932 my $cutoff = $opt{'cutoff'};
4934 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4936 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4937 'unapplied_date'=>1 );
4939 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4942 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4944 Helper method for balance_date_sql; name (and usage) subject to change
4945 (suggestions welcome).
4947 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4948 cust_refund, cust_credit or cust_pay).
4950 If TABLE is "cust_bill" or the unapplied_date option is true, only
4951 considers records with date earlier than START_TIME, and optionally not
4952 later than END_TIME .
4956 sub _money_table_where {
4957 my( $class, $table, $start, $end, %opt ) = @_;
4960 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4961 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4962 push @where, "$table._date <= $start" if defined($start) && length($start);
4963 push @where, "$table._date > $end" if defined($end) && length($end);
4965 push @where, @{$opt{'where'}} if $opt{'where'};
4966 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4972 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4973 use FS::cust_main::Search;
4976 FS::cust_main::Search->search(@_);
4985 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4987 #Deprecated. Use event notification and message templates
4988 #(L<FS::msg_template>) instead.
4990 #Sends a templated email notification to the customer (see L<Text::Template>).
4992 #OPTIONS is a hash and may include
4994 #I<from> - the email sender (default is invoice_from)
4996 #I<to> - comma-separated scalar or arrayref of recipients
4997 # (default is invoicing_list)
4999 #I<subject> - The subject line of the sent email notification
5000 # (default is "Notice from company_name")
5002 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5005 #The following variables are vavailable in the template.
5007 #I<$first> - the customer first name
5008 #I<$last> - the customer last name
5009 #I<$company> - the customer company
5010 #I<$payby> - a description of the method of payment for the customer
5011 # # would be nice to use FS::payby::shortname
5012 #I<$payinfo> - the account information used to collect for this customer
5013 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5018 # my ($self, $template, %options) = @_;
5020 # return unless $conf->exists($template);
5022 # my $from = $conf->invoice_from_full($self->agentnum)
5023 # if $conf->exists('invoice_from', $self->agentnum);
5024 # $from = $options{from} if exists($options{from});
5026 # my $to = join(',', $self->invoicing_list_emailonly);
5027 # $to = $options{to} if exists($options{to});
5029 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5030 # if $conf->exists('company_name', $self->agentnum);
5031 # $subject = $options{subject} if exists($options{subject});
5033 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5034 # SOURCE => [ map "$_\n",
5035 # $conf->config($template)]
5037 # or die "can't create new Text::Template object: Text::Template::ERROR";
5038 # $notify_template->compile()
5039 # or die "can't compile template: Text::Template::ERROR";
5041 # $FS::notify_template::_template::company_name =
5042 # $conf->config('company_name', $self->agentnum);
5043 # $FS::notify_template::_template::company_address =
5044 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5046 # my $paydate = $self->paydate || '2037-12-31';
5047 # $FS::notify_template::_template::first = $self->first;
5048 # $FS::notify_template::_template::last = $self->last;
5049 # $FS::notify_template::_template::company = $self->company;
5050 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5051 # my $payby = $self->payby;
5052 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5053 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5055 # #credit cards expire at the end of the month/year of their exp date
5056 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5057 # $FS::notify_template::_template::payby = 'credit card';
5058 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5059 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5061 # }elsif ($payby eq 'COMP') {
5062 # $FS::notify_template::_template::payby = 'complimentary account';
5064 # $FS::notify_template::_template::payby = 'current method';
5066 # $FS::notify_template::_template::expdate = $expire_time;
5068 # for (keys %{$options{extra_fields}}){
5070 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5073 # send_email(from => $from,
5075 # subject => $subject,
5076 # body => $notify_template->fill_in( PACKAGE =>
5077 # 'FS::notify_template::_template' ),
5082 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5084 Generates a templated notification to the customer (see L<Text::Template>).
5086 OPTIONS is a hash and may include
5088 I<extra_fields> - a hashref of name/value pairs which will be substituted
5089 into the template. These values may override values mentioned below
5090 and those from the customer record.
5092 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5094 The following variables are available in the template instead of or in addition
5095 to the fields of the customer record.
5097 I<$payby> - a description of the method of payment for the customer
5098 # would be nice to use FS::payby::shortname
5099 I<$payinfo> - the masked account information used to collect for this customer
5100 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5101 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5105 # a lot like cust_bill::print_latex
5106 sub generate_letter {
5107 my ($self, $template, %options) = @_;
5109 warn "Template $template does not exist" && return
5110 unless $conf->exists($template) || $options{'template_text'};
5112 my $template_source = $options{'template_text'}
5113 ? [ $options{'template_text'} ]
5114 : [ map "$_\n", $conf->config($template) ];
5116 my $letter_template = new Text::Template
5118 SOURCE => $template_source,
5119 DELIMITERS => [ '[@--', '--@]' ],
5121 or die "can't create new Text::Template object: Text::Template::ERROR";
5123 $letter_template->compile()
5124 or die "can't compile template: Text::Template::ERROR";
5126 my %letter_data = map { $_ => $self->$_ } $self->fields;
5127 $letter_data{payinfo} = $self->mask_payinfo;
5129 #my $paydate = $self->paydate || '2037-12-31';
5130 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5132 my $payby = $self->payby;
5133 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5134 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5136 #credit cards expire at the end of the month/year of their exp date
5137 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5138 $letter_data{payby} = 'credit card';
5139 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5140 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5142 }elsif ($payby eq 'COMP') {
5143 $letter_data{payby} = 'complimentary account';
5145 $letter_data{payby} = 'current method';
5147 $letter_data{expdate} = $expire_time;
5149 for (keys %{$options{extra_fields}}){
5150 $letter_data{$_} = $options{extra_fields}->{$_};
5153 unless(exists($letter_data{returnaddress})){
5154 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5155 $self->agent_template)
5157 if ( length($retadd) ) {
5158 $letter_data{returnaddress} = $retadd;
5159 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5160 $letter_data{returnaddress} =
5161 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5165 ( $conf->config('company_name', $self->agentnum),
5166 $conf->config('company_address', $self->agentnum),
5170 $letter_data{returnaddress} = '~';
5174 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5176 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5178 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5180 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5184 ) or die "can't open temp file: $!\n";
5185 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5186 or die "can't write temp file: $!\n";
5188 $letter_data{'logo_file'} = $lh->filename;
5190 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5194 ) or die "can't open temp file: $!\n";
5196 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5198 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5199 return ($1, $letter_data{'logo_file'});
5203 =item print_ps TEMPLATE
5205 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5211 my($file, $lfile) = $self->generate_letter(@_);
5212 my $ps = FS::Misc::generate_ps($file);
5213 unlink($file.'.tex');
5219 =item print TEMPLATE
5221 Prints the filled in template.
5223 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5227 sub queueable_print {
5230 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5231 or die "invalid customer number: " . $opt{custnum};
5233 #do not backport this change to 3.x
5234 # my $error = $self->print( { 'template' => $opt{template} } );
5235 my $error = $self->print( $opt{'template'} );
5236 die $error if $error;
5240 my ($self, $template) = (shift, shift);
5242 [ $self->print_ps($template) ],
5243 'agentnum' => $self->agentnum,
5247 #these three subs should just go away once agent stuff is all config overrides
5249 sub agent_template {
5251 $self->_agent_plandata('agent_templatename');
5254 sub agent_invoice_from {
5256 $self->_agent_plandata('agent_invoice_from');
5259 sub _agent_plandata {
5260 my( $self, $option ) = @_;
5262 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5263 #agent-specific Conf
5265 use FS::part_event::Condition;
5267 my $agentnum = $self->agentnum;
5269 my $regexp = regexp_sql();
5271 my $part_event_option =
5273 'select' => 'part_event_option.*',
5274 'table' => 'part_event_option',
5276 LEFT JOIN part_event USING ( eventpart )
5277 LEFT JOIN part_event_option AS peo_agentnum
5278 ON ( part_event.eventpart = peo_agentnum.eventpart
5279 AND peo_agentnum.optionname = 'agentnum'
5280 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5282 LEFT JOIN part_event_condition
5283 ON ( part_event.eventpart = part_event_condition.eventpart
5284 AND part_event_condition.conditionname = 'cust_bill_age'
5286 LEFT JOIN part_event_condition_option
5287 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5288 AND part_event_condition_option.optionname = 'age'
5291 #'hashref' => { 'optionname' => $option },
5292 #'hashref' => { 'part_event_option.optionname' => $option },
5294 " WHERE part_event_option.optionname = ". dbh->quote($option).
5295 " AND action = 'cust_bill_send_agent' ".
5296 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5297 " AND peo_agentnum.optionname = 'agentnum' ".
5298 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5300 CASE WHEN part_event_condition_option.optionname IS NULL
5302 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5304 , part_event.weight".
5308 unless ( $part_event_option ) {
5309 return $self->agent->invoice_template || ''
5310 if $option eq 'agent_templatename';
5314 $part_event_option->optionvalue;
5318 sub process_o2m_qsearch {
5321 return qsearch($table, @_) unless $table eq 'contact';
5323 my $hashref = shift;
5324 my %hash = %$hashref;
5325 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5326 or die 'guru meditation #4343';
5328 qsearch({ 'table' => 'contact',
5329 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5330 'hashref' => \%hash,
5331 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5332 " cust_contact.custnum = $custnum "
5336 sub process_o2m_qsearchs {
5339 return qsearchs($table, @_) unless $table eq 'contact';
5341 my $hashref = shift;
5342 my %hash = %$hashref;
5343 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5344 or die 'guru meditation #2121';
5346 qsearchs({ 'table' => 'contact',
5347 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5348 'hashref' => \%hash,
5349 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5350 " cust_contact.custnum = $custnum "
5354 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5356 Subroutine (not a method), designed to be called from the queue.
5358 Takes a list of options and values.
5360 Pulls up the customer record via the custnum option and calls bill_and_collect.
5365 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5367 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5368 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5370 #without this errors don't get rolled back
5371 $args{'fatal'} = 1; # runs from job queue, will be caught
5373 $cust_main->bill_and_collect( %args );
5376 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5378 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5379 C<collect> part. This is used in batch tax calculation, where invoice
5380 generation and collection events have to be completely separated.
5384 sub queued_collect {
5386 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5388 $cust_main->collect(%args);
5391 sub process_bill_and_collect {
5394 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5395 or die "custnum '$param->{custnum}' not found!\n";
5396 $param->{'job'} = $job;
5397 $param->{'fatal'} = 1; # runs from job queue, will be caught
5398 $param->{'retry'} = 1;
5400 $cust_main->bill_and_collect( %$param );
5403 #starting to take quite a while for big dbs
5404 # (JRNL: journaled so it only happens once per database)
5405 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5406 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5407 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5408 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5409 # JRNL leading/trailing spaces in first, last, company
5410 # JRNL migrate to cust_payby
5411 # - otaker upgrade? journal and call it good? (double check to make sure
5412 # we're not still setting otaker here)
5414 #only going to get worse with new location stuff...
5416 sub _upgrade_data { #class method
5417 my ($class, %opts) = @_;
5420 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5423 #this seems to be the only expensive one.. why does it take so long?
5424 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5426 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5427 FS::upgrade_journal->set_done('cust_main__signupdate');
5430 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5432 # fix yyyy-m-dd formatted paydates
5433 if ( driver_name =~ /^mysql/i ) {
5435 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5436 } else { # the SQL standard
5438 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5440 FS::upgrade_journal->set_done('cust_main__paydate');
5443 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5445 push @statements, #fix the weird BILL with a cc# in payinfo problem
5447 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5449 FS::upgrade_journal->set_done('cust_main__payinfo');
5454 foreach my $sql ( @statements ) {
5455 my $sth = dbh->prepare($sql) or die dbh->errstr;
5456 $sth->execute or die $sth->errstr;
5457 #warn ( (time - $t). " seconds\n" );
5461 local($ignore_expired_card) = 1;
5462 local($ignore_banned_card) = 1;
5463 local($skip_fuzzyfiles) = 1;
5464 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5466 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5468 #we don't want to decrypt them, just stuff them as-is into cust_payby
5469 local(@encrypted_fields) = ();
5471 local($FS::cust_payby::ignore_expired_card) = 1;
5472 local($FS::cust_payby::ignore_banned_card) = 1;
5473 local($FS::cust_payby::ignore_cardtype) = 1;
5475 my @payfields = qw( payby payinfo paycvv paymask
5476 paydate paystart_month paystart_year payissue
5477 payname paystate paytype payip
5480 my $search = new FS::Cursor {
5481 'table' => 'cust_main',
5482 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5485 while (my $cust_main = $search->fetch) {
5487 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5489 my $cust_payby = new FS::cust_payby {
5490 'custnum' => $cust_main->custnum,
5492 map { $_ => $cust_main->$_(); } @payfields
5495 my $error = $cust_payby->insert;
5496 die $error if $error;
5500 # at the time we do this, also migrate paytype into cust_pay_batch
5501 # so that batches that are open before the migration can still be
5503 my @cust_pay_batch = qsearch('cust_pay_batch', {
5504 'custnum' => $cust_main->custnum,
5508 foreach my $cust_pay_batch (@cust_pay_batch) {
5509 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5510 my $error = $cust_pay_batch->replace;
5511 die "$error (setting cust_pay_batch.paytype)" if $error;
5514 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5516 $cust_main->invoice_attn( $cust_main->payname )
5517 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5518 $cust_main->po_number( $cust_main->payinfo )
5519 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5521 $cust_main->setfield($_, '') foreach @payfields;
5522 my $error = $cust_main->replace;
5523 die "Error upgradging payment information for custnum ".
5524 $cust_main->custnum. ": $error"
5529 FS::upgrade_journal->set_done('cust_main__cust_payby');
5532 FS::cust_main::Location->_upgrade_data(%opts);
5534 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5536 foreach my $cust_main ( qsearch({
5537 'table' => 'cust_main',
5539 'extra_sql' => 'WHERE '.
5541 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5542 qw( first last company )
5545 my $error = $cust_main->replace;
5546 die $error if $error;
5549 FS::upgrade_journal->set_done('cust_main__trimspaces');
5553 $class->_upgrade_otaker(%opts);
5563 The delete method should possibly take an FS::cust_main object reference
5564 instead of a scalar customer number.
5566 Bill and collect options should probably be passed as references instead of a
5569 There should probably be a configuration file with a list of allowed credit
5572 No multiple currency support (probably a larger project than just this module).
5574 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5576 Birthdates rely on negative epoch values.
5578 The payby for card/check batches is broken. With mixed batching, bad
5581 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5585 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5586 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5587 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.