X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=FS%2FFS%2Fcust_main.pm;h=fbd461841192e4d1b189555458da4cdf0da3be77;hb=1203e278e2ec38fcf1468da2e4f10862004bebeb;hp=6be6cdb742b80dc2876cc2caa49ef2afe85af7d7;hpb=1f637f27c25b2c402261e519094fb8b9d683935a;p=freeside.git

diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index 6be6cdb74..1f2fe886b 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -1,20 +1,39 @@
 package FS::cust_main;
 
+require 5.006;
 use strict;
-use vars qw( @ISA $conf $Debug $import );
+use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
+             $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
+use vars qw( $realtime_bop_decline_quiet ); #ugh
 use Safe;
 use Carp;
-use Time::Local;
+use Exporter;
+use Scalar::Util qw( blessed );
+use Time::Local qw(timelocal_nocheck);
+use Data::Dumper;
+use Tie::IxHash;
+use Digest::MD5 qw(md5_base64);
 use Date::Format;
+use Date::Parse;
 #use Date::Manip;
-use Business::CreditCard;
-use FS::UID qw( getotaker dbh );
+use String::Approx qw(amatch);
+use Business::CreditCard 0.28;
+use Locale::Country;
+use Data::Dumper;
+use FS::UID qw( getotaker dbh driver_name );
 use FS::Record qw( qsearchs qsearch dbdef );
+use FS::Misc qw( send_email generate_ps do_print );
+use FS::Msgcat qw(gettext);
 use FS::cust_pkg;
+use FS::cust_svc;
 use FS::cust_bill;
 use FS::cust_bill_pkg;
 use FS::cust_pay;
+use FS::cust_pay_pending;
+use FS::cust_pay_void;
+use FS::cust_pay_batch;
 use FS::cust_credit;
+use FS::cust_refund;
 use FS::part_referral;
 use FS::cust_main_county;
 use FS::agent;
@@ -24,20 +43,38 @@ use FS::cust_bill_pay;
 use FS::prepay_credit;
 use FS::queue;
 use FS::part_pkg;
-use FS::part_bill_event;
-use FS::cust_bill_event;
-use FS::cust_tax_exempt;
-use FS::Msgcat qw(gettext);
+use FS::part_event;
+use FS::part_event_condition;
+#use FS::cust_event;
+use FS::type_pkgs;
+use FS::payment_gateway;
+use FS::agent_payment_gateway;
+use FS::banned_pay;
+use FS::payinfo_Mixin;
+use FS::TicketSystem;
+
+@ISA = qw( FS::Record FS::payinfo_Mixin );
+
+@EXPORT_OK = qw( smart_search );
 
-@ISA = qw( FS::Record );
+$realtime_bop_decline_quiet = 0;
 
-$Debug = 0;
-#$Debug = 1;
+# 1 is mostly method/subroutine entry and options
+# 2 traces progress of some operations
+# 3 is even more information including possibly sensitive data
+$DEBUG = 0;
+$me = '[FS::cust_main]';
 
 $import = 0;
+$skip_fuzzyfiles = 0;
+$ignore_expired_card = 0;
+
+@encrypted_fields = ('payinfo', 'paycvv');
+@paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
 
 #ask FS::UID to run this stuff for us later
-$FS::UID::callback{'FS::cust_main'} = sub { 
+#$FS::UID::callback{'FS::cust_main'} = sub { 
+install_callback FS::UID sub { 
   $conf = new FS::Conf;
   #yes, need it for stuff below (prolly should be cached)
 };
@@ -46,7 +83,7 @@ sub _cache {
   my $self = shift;
   my ( $hashref, $cache ) = @_;
   if ( exists $hashref->{'pkgnum'} ) {
-#    #@{ $self->{'_pkgnum'} } = ();
+    #@{ $self->{'_pkgnum'} } = ();
     my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
     $self->{'_pkgnum'} = $subcache;
     #push @{ $self->{'_pkgnum'} },
@@ -86,8 +123,6 @@ FS::cust_main - Object methods for cust_main records
   $error = $record->collect;
   $error = $record->collect %options;
   $error = $record->collect 'invoice_time'   => $time,
-                            'batch_card'     => 'yes',
-                            'report_badcard' => 'yes',
                           ;
 
 =head1 DESCRIPTION
@@ -157,20 +192,38 @@ FS::Record.  The following fields are currently supported:
 
 =item ship_fax - phone (optional)
 
-=item payby - `CARD' (credit cards), `BILL' (billing), `COMP' (free), or `PREPAY' (special billing type: applies a credit - see L<FS::prepay_credit> and sets billing type to BILL)
+=item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
+
+=item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
+
+=item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
+
+=item paycvv
 
-=item payinfo - card number, P.O., comp issuer (4-8 lowercase alphanumerics; think username) or prepayment identifier (see L<FS::prepay_credit>)
+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
 
 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
 
+=item paystart_month - start date month (maestro/solo cards only)
+
+=item paystart_year - start date year (maestro/solo cards only)
+
+=item payissue - issue number (maestro/solo cards only)
+
 =item payname - name on card or billing name
 
+=item payip - IP address from which payment information was received
+
 =item tax - tax exempt, empty or `Y'
 
 =item otaker - order taker (assigned automatically, see L<FS::UID>)
 
 =item comments - comments (optional)
 
+=item referral_custnum - referring customer number
+
+=item spool_cdr - Enable individual CDR spooling, empty or `Y'
+
 =back
 
 =head1 METHODS
@@ -188,7 +241,7 @@ points to.  You can ask the object for a copy with the I<hash> method.
 
 sub table { 'cust_main'; }
 
-=item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] ]
+=item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
 
 Adds this customer to the database.  If there is an error, returns the error,
 otherwise returns false.
@@ -216,11 +269,27 @@ invoicing_list destination to the newly-created svc_acct.  Here's an example:
 
   $cust_main->insert( {}, [ $email, 'POST' ] );
 
+Currently available options are: I<depend_jobnum> and I<noexport>.
+
+If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
+on the supplied jobnum (they will not run until the specific job completes).
+This can be used to defer provisioning until some action completes (such
+as running the customer's credit card successfully).
+
+The I<noexport> option is deprecated.  If I<noexport> is set true, no
+provisioning jobs (exports) are scheduled.  (You can schedule them later with
+the B<reexport> method.)
+
 =cut
 
 sub insert {
   my $self = shift;
-  my @param = @_;
+  my $cust_pkgs = @_ ? shift : {};
+  my $invoicing_list = @_ ? shift : '';
+  my %options = @_;
+  warn "$me insert called with options ".
+       join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
+    if $DEBUG;
 
   local $SIG{HUP} = 'IGNORE';
   local $SIG{INT} = 'IGNORE';
@@ -233,27 +302,40 @@ sub insert {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
-  my $amount = 0;
-  my $seconds = 0;
+  my $prepay_identifier = '';
+  my( $amount, $seconds ) = ( 0, 0 );
+  my $payby = '';
   if ( $self->payby eq 'PREPAY' ) {
+
     $self->payby('BILL');
-    my $prepay_credit = qsearchs(
-      'prepay_credit',
-      { 'identifier' => $self->payinfo },
-      '',
-      'FOR UPDATE'
-    );
-    warn "WARNING: can't find pre-found prepay_credit: ". $self->payinfo
-      unless $prepay_credit;
-    $amount = $prepay_credit->amount;
-    $seconds = $prepay_credit->seconds;
-    my $error = $prepay_credit->delete;
+    $prepay_identifier = $self->payinfo;
+    $self->payinfo('');
+
+    warn "  looking up prepaid card $prepay_identifier\n"
+      if $DEBUG > 1;
+
+    my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
-      return "removing prepay_credit (transaction rolled back): $error";
+      #return "error applying prepaid card (transaction rolled back): $error";
+      return $error;
     }
+
+    $payby = 'PREP' if $amount;
+
+  } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
+
+    $payby = $1;
+    $self->payby('BILL');
+    $amount = $self->paid;
+
   }
 
+  warn "  inserting $self\n"
+    if $DEBUG > 1;
+
+  $self->signupdate(time) unless $self->signupdate;
+
   my $error = $self->SUPER::insert;
   if ( $error ) {
     $dbh->rollback if $oldAutoCommit;
@@ -261,103 +343,246 @@ sub insert {
     return $error;
   }
 
-  if ( @param ) { # CUST_PKG_HASHREF
-    my $cust_pkgs = shift @param;
-    foreach my $cust_pkg ( keys %$cust_pkgs ) {
-      $cust_pkg->custnum( $self->custnum );
-      $error = $cust_pkg->insert;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "inserting cust_pkg (transaction rolled back): $error";
-      }
-      foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
-        $svc_something->pkgnum( $cust_pkg->pkgnum );
-        if ( $seconds && $svc_something->isa('FS::svc_acct') ) {
-          $svc_something->seconds( $svc_something->seconds + $seconds );
-          $seconds = 0;
-        }
-        $error = $svc_something->insert;
-        if ( $error ) {
-          $dbh->rollback if $oldAutoCommit;
-          #return "inserting svc_ (transaction rolled back): $error";
-          return $error;
-        }
-      }
-    }
-  }
-
-  if ( $seconds ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "No svc_acct record to apply pre-paid time";
-  }
+  warn "  setting invoicing list\n"
+    if $DEBUG > 1;
 
-  if ( @param ) { # INVOICING_LIST_ARYREF
-    my $invoicing_list = shift @param;
+  if ( $invoicing_list ) {
     $error = $self->check_invoicing_list( $invoicing_list );
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
-      return "checking invoicing_list (transaction rolled back): $error";
+      #return "checking invoicing_list (transaction rolled back): $error";
+      return $error;
     }
     $self->invoicing_list( $invoicing_list );
   }
 
-  if ( $amount ) {
-    my $cust_credit = new FS::cust_credit {
-      'custnum' => $self->custnum,
-      'amount'  => $amount,
-    };
-    $error = $cust_credit->insert;
+  if (    $conf->config('cust_main-skeleton_tables')
+       && $conf->config('cust_main-skeleton_custnum') ) {
+
+    warn "  inserting skeleton records\n"
+      if $DEBUG > 1;
+
+    my $error = $self->start_copy_skel;
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
-      return "inserting credit (transaction rolled back): $error";
+      return $error;
     }
+
   }
 
-  #false laziness with sub replace
-  my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
-  $error = $queue->insert($self->getfield('last'), $self->company);
+  warn "  ordering packages\n"
+    if $DEBUG > 1;
+
+  $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
   if ( $error ) {
     $dbh->rollback if $oldAutoCommit;
-    return "queueing job (transaction rolled back): $error";
+    return $error;
   }
 
-  if ( defined $self->dbdef_table->column('ship_last') && $self->ship_last ) {
-    $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
-    $error = $queue->insert($self->getfield('last'), $self->company);
+  if ( $seconds ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "No svc_acct record to apply pre-paid time";
+  }
+
+  if ( $amount ) {
+    warn "  inserting initial $payby payment of $amount\n"
+      if $DEBUG > 1;
+    $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
     if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
-      return "queueing job (transaction rolled back): $error";
+      return "inserting payment (transaction rolled back): $error";
+    }
+  }
+
+  unless ( $import || $skip_fuzzyfiles ) {
+    warn "  queueing fuzzyfiles update\n"
+      if $DEBUG > 1;
+    $error = $self->queue_fuzzyfiles_update;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "updating fuzzy search cache: $error";
     }
   }
-  #eslaf
+
+  warn "  insert complete; committing transaction\n"
+    if $DEBUG > 1;
 
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   '';
 
 }
 
-=item delete NEW_CUSTNUM
+sub start_copy_skel {
+  my $self = shift;
 
-This deletes the customer.  If there is an error, returns the error, otherwise
-returns false.
+  #'mg_user_preference' => {},
+  #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
+  #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
+  #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
+  #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
+  my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
+  die $@ if $@;
+
+  _copy_skel( 'cust_main',                                 #tablename
+              $conf->config('cust_main-skeleton_custnum'), #sourceid
+              $self->custnum,                              #destid
+              @tables,                                     #child tables
+            );
+}
 
-This will completely remove all traces of the customer record.  This is not
-what you want when a customer cancels service; for that, cancel all of the
-customer's packages (see L<FS::cust_pkg/cancel>).
+#recursive subroutine, not a method
+sub _copy_skel {
+  my( $table, $sourceid, $destid, %child_tables ) = @_;
 
-If the customer has any uncancelled packages, you need to pass a new (valid)
-customer number for those packages to be transferred to.  Cancelled packages
-will be deleted.  Did I mention that this is NOT what you want when a customer
-cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
+  my $primary_key;
+  if ( $table =~ /^(\w+)\.(\w+)$/ ) {
+    ( $table, $primary_key ) = ( $1, $2 );
+  } else {
+    my $dbdef_table = dbdef->table($table);
+    $primary_key = $dbdef_table->primary_key
+      or return "$table has no primary key".
+                " (or do you need to run dbdef-create?)";
+  }
 
-You can't delete a customer with invoices (see L<FS::cust_bill>),
-or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
-refunds (see L<FS::cust_refund>).
+  warn "  _copy_skel: $table.$primary_key $sourceid to $destid for ".
+       join (', ', keys %child_tables). "\n"
+    if $DEBUG > 2;
+
+  foreach my $child_table_def ( keys %child_tables ) {
+
+    my $child_table;
+    my $child_pkey = '';
+    if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
+      ( $child_table, $child_pkey ) = ( $1, $2 );
+    } else {
+      $child_table = $child_table_def;
+
+      $child_pkey = dbdef->table($child_table)->primary_key;
+      #  or return "$table has no primary key".
+      #            " (or do you need to run dbdef-create?)\n";
+    }
+
+    my $sequence = '';
+    if ( keys %{ $child_tables{$child_table_def} } ) {
+
+      return "$child_table has no primary key".
+             " (run dbdef-create or try specifying it?)\n"
+        unless $child_pkey;
+
+      #false laziness w/Record::insert and only works on Pg
+      #refactor the proper last-inserted-id stuff out of Record::insert if this
+      # ever gets use for anything besides a quick kludge for one customer
+      my $default = dbdef->table($child_table)->column($child_pkey)->default;
+      $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
+        or return "can't parse $child_table.$child_pkey default value ".
+                  " for sequence name: $default";
+      $sequence = $1;
+
+    }
+  
+    my @sel_columns = grep { $_ ne $primary_key }
+                           dbdef->table($child_table)->columns;
+    my $sel_columns = join(', ', @sel_columns );
+
+    my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
+    my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
+    my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
+
+    my $sel_st = "SELECT $sel_columns FROM $child_table".
+                 " WHERE $primary_key = $sourceid";
+    warn "    $sel_st\n"
+      if $DEBUG > 2;
+    my $sel_sth = dbh->prepare( $sel_st )
+      or return dbh->errstr;
+  
+    $sel_sth->execute or return $sel_sth->errstr;
+
+    while ( my $row = $sel_sth->fetchrow_hashref ) {
+
+      warn "    selected row: ".
+           join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
+        if $DEBUG > 2;
+
+      my $statement =
+        "INSERT INTO $child_table $ins_columns VALUES $placeholders";
+      my $ins_sth =dbh->prepare($statement)
+          or return dbh->errstr;
+      my @param = ( $destid, map $row->{$_}, @ins_columns );
+      warn "    $statement: [ ". join(', ', @param). " ]\n"
+        if $DEBUG > 2;
+      $ins_sth->execute( @param )
+        or return $ins_sth->errstr;
+
+      #next unless keys %{ $child_tables{$child_table} };
+      next unless $sequence;
+      
+      #another section of that laziness
+      my $seq_sql = "SELECT currval('$sequence')";
+      my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
+      $seq_sth->execute or return $seq_sth->errstr;
+      my $insertid = $seq_sth->fetchrow_arrayref->[0];
+  
+      # don't drink soap!  recurse!  recurse!  okay!
+      my $error =
+        _copy_skel( $child_table_def,
+                    $row->{$child_pkey}, #sourceid
+                    $insertid, #destid
+                    %{ $child_tables{$child_table_def} },
+                  );
+      return $error if $error;
+
+    }
+
+  }
+
+  return '';
+
+}
+
+=item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
+
+Like the insert method on an existing record, this method orders a package
+and included services atomicaly.  Pass a Tie::RefHash data structure to this
+method containing FS::cust_pkg and FS::svc_I<tablename> objects.  There should
+be a better explanation of this, but until then, here's an example:
+
+  use Tie::RefHash;
+  tie %hash, 'Tie::RefHash'; #this part is important
+  %hash = (
+    $cust_pkg => [ $svc_acct ],
+    ...
+  );
+  $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
+
+Services can be new, in which case they are inserted, or existing unaudited
+services, in which case they are linked to the newly-created package.
+
+Currently available options are: I<depend_jobnum> and I<noexport>.
+
+If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
+on the supplied jobnum (they will not run until the specific job completes).
+This can be used to defer provisioning until some action completes (such
+as running the customer's credit card successfully).
+
+The I<noexport> option is deprecated.  If I<noexport> is set true, no
+provisioning jobs (exports) are scheduled.  (You can schedule them later with
+the B<reexport> method for each cust_pkg object.  Using the B<reexport> method
+on the cust_main object is not recommended, as existing services will also be
+reexported.)
 
 =cut
 
-sub delete {
+sub order_pkgs {
   my $self = shift;
+  my $cust_pkgs = shift;
+  my $seconds = shift;
+  my %options = @_;
+  my %svc_options = ();
+  $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
+    if exists $options{'depend_jobnum'};
+  warn "$me order_pkgs called with options ".
+       join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
+    if $DEBUG;
 
   local $SIG{HUP} = 'IGNORE';
   local $SIG{INT} = 'IGNORE';
@@ -370,89 +595,119 @@ sub delete {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
-  if ( qsearch( 'cust_bill', { 'custnum' => $self->custnum } ) ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "Can't delete a customer with invoices";
-  }
-  if ( qsearch( 'cust_credit', { 'custnum' => $self->custnum } ) ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "Can't delete a customer with credits";
-  }
-  if ( qsearch( 'cust_pay', { 'custnum' => $self->custnum } ) ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "Can't delete a customer with payments";
-  }
-  if ( qsearch( 'cust_refund', { 'custnum' => $self->custnum } ) ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "Can't delete a customer with refunds";
-  }
+  local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
 
-  my @cust_pkg = $self->ncancelled_pkgs;
-  if ( @cust_pkg ) {
-    my $new_custnum = shift;
-    unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
+  foreach my $cust_pkg ( keys %$cust_pkgs ) {
+    $cust_pkg->custnum( $self->custnum );
+    my $error = $cust_pkg->insert;
+    if ( $error ) {
       $dbh->rollback if $oldAutoCommit;
-      return "Invalid new customer number: $new_custnum";
+      return "inserting cust_pkg (transaction rolled back): $error";
     }
-    foreach my $cust_pkg ( @cust_pkg ) {
-      my %hash = $cust_pkg->hash;
-      $hash{'custnum'} = $new_custnum;
-      my $new_cust_pkg = new FS::cust_pkg ( \%hash );
-      my $error = $new_cust_pkg->replace($cust_pkg);
+    foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
+      if ( $svc_something->svcnum ) {
+        my $old_cust_svc = $svc_something->cust_svc;
+        my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
+        $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
+        $error = $new_cust_svc->replace($old_cust_svc);
+      } else {
+        $svc_something->pkgnum( $cust_pkg->pkgnum );
+        if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
+          $svc_something->seconds( $svc_something->seconds + $$seconds );
+          $$seconds = 0;
+        }
+        $error = $svc_something->insert(%svc_options);
+      }
       if ( $error ) {
         $dbh->rollback if $oldAutoCommit;
+        #return "inserting svc_ (transaction rolled back): $error";
         return $error;
       }
     }
   }
-  my @cancelled_cust_pkg = $self->all_pkgs;
-  foreach my $cust_pkg ( @cancelled_cust_pkg ) {
-    my $error = $cust_pkg->delete;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-  }
 
-  foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
-    qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
-  ) {
-    my $error = $cust_main_invoice->delete;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return $error;
-    }
-  }
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  ''; #no error
+}
+
+=item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
+
+Recharges this (existing) customer with the specified prepaid card (see
+L<FS::prepay_credit>), specified either by I<identifier> or as an
+FS::prepay_credit object.  If there is an error, returns the error, otherwise
+returns false.
+
+Optionally, four scalar references can be passed as well.  They will have their
+values filled in with the amount, number of seconds, and number of upload and
+download bytes applied by this prepaid
+card.
+
+=cut
+
+sub recharge_prepay { 
+  my( $self, $prepay_credit, $amountref, $secondsref, 
+      $upbytesref, $downbytesref, $totalbytesref ) = @_;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
+
+  my $error = $self->get_prepay($prepay_credit, \$amount,
+                                \$seconds, \$upbytes, \$downbytes, \$totalbytes)
+           || $self->increment_seconds($seconds)
+           || $self->increment_upbytes($upbytes)
+           || $self->increment_downbytes($downbytes)
+           || $self->increment_totalbytes($totalbytes)
+           || $self->insert_cust_pay_prepay( $amount,
+                                             ref($prepay_credit)
+                                               ? $prepay_credit->identifier
+                                               : $prepay_credit
+                                           );
 
-  my $error = $self->SUPER::delete;
   if ( $error ) {
     $dbh->rollback if $oldAutoCommit;
     return $error;
   }
 
+  if ( defined($amountref)  ) { $$amountref  = $amount;  }
+  if ( defined($secondsref) ) { $$secondsref = $seconds; }
+  if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
+  if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
+  if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
+
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   '';
 
 }
 
-=item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
+=item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
 
-Replaces the OLD_RECORD with this one in the database.  If there is an error,
-returns the error, otherwise returns false.
+Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
+specified either by I<identifier> or as an FS::prepay_credit object.
 
-INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
-be set as the invoicing list (see L<"invoicing_list">).  Errors return as
-expected and rollback the entire transaction; it is not necessary to call 
-check_invoicing_list first.  Here's an example:
+References to I<amount> and I<seconds> scalars should be passed as arguments
+and will be incremented by the values of the prepaid card.
 
-  $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
+If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
+check or set this customer's I<agentnum>.
+
+If there is an error, returns the error, otherwise returns false.
 
 =cut
 
-sub replace {
-  my $self = shift;
-  my $old = shift;
-  my @param = @_;
+
+sub get_prepay {
+  my( $self, $prepay_credit, $amountref, $secondsref,
+      $upref, $downref, $totalref) = @_;
 
   local $SIG{HUP} = 'IGNORE';
   local $SIG{INT} = 'IGNORE';
@@ -465,91 +720,498 @@ sub replace {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
-  my $error = $self->SUPER::replace($old);
+  unless ( ref($prepay_credit) ) {
 
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return $error;
-  }
+    my $identifier = $prepay_credit;
 
-  if ( @param ) { # INVOICING_LIST_ARYREF
-    my $invoicing_list = shift @param;
-    $error = $self->check_invoicing_list( $invoicing_list );
-    if ( $error ) {
+    $prepay_credit = qsearchs(
+      'prepay_credit',
+      { 'identifier' => $prepay_credit },
+      '',
+      'FOR UPDATE'
+    );
+
+    unless ( $prepay_credit ) {
       $dbh->rollback if $oldAutoCommit;
-      return $error;
+      return "Invalid prepaid card: ". $identifier;
     }
-    $self->invoicing_list( $invoicing_list );
-  }
 
-  if ( $self->payby eq 'CARD' &&
-       grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
-    # card info has changed, want to retry realtime_card invoice events
-    #false laziness w/collect
-    foreach my $cust_bill_event (
-      grep {
-             #$_->part_bill_event->plan eq 'realtime-card'
-             $_->part_bill_event->eventcode eq '$cust_bill->realtime_card();'
-               && $_->status eq 'done'
-               && $_->statustext
-           }
-        map { $_->cust_bill_event }
-          grep { $_->cust_bill_event }
-            $self->open_cust_bill
+  }
 
-    ) {
-      my $error = $cust_bill_event->retry;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "error scheduling invoice events for retry: $error";
-      }
+  if ( $prepay_credit->agentnum ) {
+    if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "prepaid card not valid for agent ". $self->agentnum;
     }
-    #eslaf
-
+    $self->agentnum($prepay_credit->agentnum);
   }
 
-  #false laziness with sub insert
-  my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
-  $error = $queue->insert($self->getfield('last'), $self->company);
+  my $error = $prepay_credit->delete;
   if ( $error ) {
     $dbh->rollback if $oldAutoCommit;
-    return "queueing job (transaction rolled back): $error";
+    return "removing prepay_credit (transaction rolled back): $error";
   }
 
-  if ( defined $self->dbdef_table->column('ship_last') && $self->ship_last ) {
-    $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
-    $error = $queue->insert($self->getfield('last'), $self->company);
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return "queueing job (transaction rolled back): $error";
-    }
-  }
-  #eslaf
+  $$amountref  += $prepay_credit->amount;
+  $$secondsref += $prepay_credit->seconds;
+  $$upref      += $prepay_credit->upbytes;
+  $$downref    += $prepay_credit->downbytes;
+  $$totalref   += $prepay_credit->totalbytes;
 
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   '';
 
 }
 
-=item check
+=item increment_upbytes SECONDS
 
-Checks all fields to make sure this is a valid customer record.  If there is
-an error, returns the error, otherwise returns false.  Called by the insert
-and repalce methods.
+Updates this customer's single or primary account (see L<FS::svc_acct>) by
+the specified number of upbytes.  If there is an error, returns the error,
+otherwise returns false.
 
 =cut
 
-sub check {
-  my $self = shift;
+sub increment_upbytes {
+  _increment_column( shift, 'upbytes', @_);
+}
 
-  #warn "BEFORE: \n". $self->_dump;
+=item increment_downbytes SECONDS
 
-  my $error =
-    $self->ut_numbern('custnum')
-    || $self->ut_number('agentnum')
-    || $self->ut_number('refnum')
-    || $self->ut_name('last')
+Updates this customer's single or primary account (see L<FS::svc_acct>) by
+the specified number of downbytes.  If there is an error, returns the error,
+otherwise returns false.
+
+=cut
+
+sub increment_downbytes {
+  _increment_column( shift, 'downbytes', @_);
+}
+
+=item increment_totalbytes SECONDS
+
+Updates this customer's single or primary account (see L<FS::svc_acct>) by
+the specified number of totalbytes.  If there is an error, returns the error,
+otherwise returns false.
+
+=cut
+
+sub increment_totalbytes {
+  _increment_column( shift, 'totalbytes', @_);
+}
+
+=item increment_seconds SECONDS
+
+Updates this customer's single or primary account (see L<FS::svc_acct>) by
+the specified number of seconds.  If there is an error, returns the error,
+otherwise returns false.
+
+=cut
+
+sub increment_seconds {
+  _increment_column( shift, 'seconds', @_);
+}
+
+=item _increment_column AMOUNT
+
+Updates this customer's single or primary account (see L<FS::svc_acct>) by
+the specified number of seconds or bytes.  If there is an error, returns
+the error, otherwise returns false.
+
+=cut
+
+sub _increment_column {
+  my( $self, $column, $amount ) = @_;
+  warn "$me increment_column called: $column, $amount\n"
+    if $DEBUG;
+
+  return '' unless $amount;
+
+  my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
+                      $self->ncancelled_pkgs;
+
+  if ( ! @cust_pkg ) {
+    return 'No packages with primary or single services found'.
+           ' to apply pre-paid time';
+  } elsif ( scalar(@cust_pkg) > 1 ) {
+    #maybe have a way to specify the package/account?
+    return 'Multiple packages found to apply pre-paid time';
+  }
+
+  my $cust_pkg = $cust_pkg[0];
+  warn "  found package pkgnum ". $cust_pkg->pkgnum. "\n"
+    if $DEBUG > 1;
+
+  my @cust_svc =
+    $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
+
+  if ( ! @cust_svc ) {
+    return 'No account found to apply pre-paid time';
+  } elsif ( scalar(@cust_svc) > 1 ) {
+    return 'Multiple accounts found to apply pre-paid time';
+  }
+  
+  my $svc_acct = $cust_svc[0]->svc_x;
+  warn "  found service svcnum ". $svc_acct->pkgnum.
+       ' ('. $svc_acct->email. ")\n"
+    if $DEBUG > 1;
+
+  $column = "increment_$column";
+  $svc_acct->$column($amount);
+
+}
+
+=item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
+
+Inserts a prepayment in the specified amount for this customer.  An optional
+second argument can specify the prepayment identifier for tracking purposes.
+If there is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub insert_cust_pay_prepay {
+  shift->insert_cust_pay('PREP', @_);
+}
+
+=item insert_cust_pay_cash AMOUNT [ PAYINFO ]
+
+Inserts a cash payment in the specified amount for this customer.  An optional
+second argument can specify the payment identifier for tracking purposes.
+If there is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub insert_cust_pay_cash {
+  shift->insert_cust_pay('CASH', @_);
+}
+
+=item insert_cust_pay_west AMOUNT [ PAYINFO ]
+
+Inserts a Western Union payment in the specified amount for this customer.  An
+optional second argument can specify the prepayment identifier for tracking
+purposes.  If there is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub insert_cust_pay_west {
+  shift->insert_cust_pay('WEST', @_);
+}
+
+sub insert_cust_pay {
+  my( $self, $payby, $amount ) = splice(@_, 0, 3);
+  my $payinfo = scalar(@_) ? shift : '';
+
+  my $cust_pay = new FS::cust_pay {
+    'custnum' => $self->custnum,
+    'paid'    => sprintf('%.2f', $amount),
+    #'_date'   => #date the prepaid card was purchased???
+    'payby'   => $payby,
+    'payinfo' => $payinfo,
+  };
+  $cust_pay->insert;
+
+}
+
+=item reexport
+
+This method is deprecated.  See the I<depend_jobnum> option to the insert and
+order_pkgs methods for a better way to defer provisioning.
+
+Re-schedules all exports by calling the B<reexport> method of all associated
+packages (see L<FS::cust_pkg>).  If there is an error, returns the error;
+otherwise returns false.
+
+=cut
+
+sub reexport {
+  my $self = shift;
+
+  carp "WARNING: FS::cust_main::reexport is deprectated; ".
+       "use the depend_jobnum option to insert or order_pkgs to delay export";
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
+    my $error = $cust_pkg->reexport;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item delete NEW_CUSTNUM
+
+This deletes the customer.  If there is an error, returns the error, otherwise
+returns false.
+
+This will completely remove all traces of the customer record.  This is not
+what you want when a customer cancels service; for that, cancel all of the
+customer's packages (see L</cancel>).
+
+If the customer has any uncancelled packages, you need to pass a new (valid)
+customer number for those packages to be transferred to.  Cancelled packages
+will be deleted.  Did I mention that this is NOT what you want when a customer
+cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
+
+You can't delete a customer with invoices (see L<FS::cust_bill>),
+or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
+refunds (see L<FS::cust_refund>).
+
+=cut
+
+sub delete {
+  my $self = shift;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  if ( $self->cust_bill ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "Can't delete a customer with invoices";
+  }
+  if ( $self->cust_credit ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "Can't delete a customer with credits";
+  }
+  if ( $self->cust_pay ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "Can't delete a customer with payments";
+  }
+  if ( $self->cust_refund ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "Can't delete a customer with refunds";
+  }
+
+  my @cust_pkg = $self->ncancelled_pkgs;
+  if ( @cust_pkg ) {
+    my $new_custnum = shift;
+    unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "Invalid new customer number: $new_custnum";
+    }
+    foreach my $cust_pkg ( @cust_pkg ) {
+      my %hash = $cust_pkg->hash;
+      $hash{'custnum'} = $new_custnum;
+      my $new_cust_pkg = new FS::cust_pkg ( \%hash );
+      my $error = $new_cust_pkg->replace($cust_pkg,
+                                         options => { $cust_pkg->options },
+                                        );
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+    }
+  }
+  my @cancelled_cust_pkg = $self->all_pkgs;
+  foreach my $cust_pkg ( @cancelled_cust_pkg ) {
+    my $error = $cust_pkg->delete;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
+    qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
+  ) {
+    my $error = $cust_main_invoice->delete;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  my $error = $self->SUPER::delete;
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
+
+Replaces the OLD_RECORD with this one in the database.  If there is an error,
+returns the error, otherwise returns false.
+
+INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
+be set as the invoicing list (see L<"invoicing_list">).  Errors return as
+expected and rollback the entire transaction; it is not necessary to call 
+check_invoicing_list first.  Here's an example:
+
+  $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
+
+=cut
+
+sub replace {
+  my $self = shift;
+
+  my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
+              ? shift
+              : $self->replace_old;
+
+  my @param = @_;
+
+  warn "$me replace called\n"
+    if $DEBUG;
+
+  my $curuser = $FS::CurrentUser::CurrentUser;
+  if (    $self->payby eq 'COMP'
+       && $self->payby ne $old->payby
+       && ! $curuser->access_right('Complimentary customer')
+     )
+  {
+    return "You are not permitted to create complimentary accounts.";
+  }
+
+  local($ignore_expired_card) = 1
+    if $old->payby  =~ /^(CARD|DCRD)$/
+    && $self->payby =~ /^(CARD|DCRD)$/
+    && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  my $error = $self->SUPER::replace($old);
+
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
+
+  if ( @param ) { # INVOICING_LIST_ARYREF
+    my $invoicing_list = shift @param;
+    $error = $self->check_invoicing_list( $invoicing_list );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+    $self->invoicing_list( $invoicing_list );
+  }
+
+  if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
+       grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
+    # card/check/lec info has changed, want to retry realtime_ invoice events
+    my $error = $self->retry_realtime;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  unless ( $import || $skip_fuzzyfiles ) {
+    $error = $self->queue_fuzzyfiles_update;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "updating fuzzy search cache: $error";
+    }
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item queue_fuzzyfiles_update
+
+Used by insert & replace to update the fuzzy search cache
+
+=cut
+
+sub queue_fuzzyfiles_update {
+  my $self = shift;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
+  my $error = $queue->insert( map $self->getfield($_),
+                                  qw(first last company)
+                            );
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "queueing job (transaction rolled back): $error";
+  }
+
+  if ( $self->ship_last ) {
+    $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
+    $error = $queue->insert( map $self->getfield("ship_$_"),
+                                 qw(first last company)
+                           );
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "queueing job (transaction rolled back): $error";
+    }
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item check
+
+Checks all fields to make sure this is a valid customer record.  If there is
+an error, returns the error, otherwise returns false.  Called by the insert
+and replace methods.
+
+=cut
+
+sub check {
+  my $self = shift;
+
+  warn "$me check BEFORE: \n". $self->_dump
+    if $DEBUG > 2;
+
+  my $error =
+    $self->ut_numbern('custnum')
+    || $self->ut_number('agentnum')
+    || $self->ut_textn('agent_custid')
+    || $self->ut_number('refnum')
+    || $self->ut_name('last')
     || $self->ut_name('first')
+    || $self->ut_snumbern('birthdate')
+    || $self->ut_snumbern('signupdate')
     || $self->ut_textn('company')
     || $self->ut_text('address1')
     || $self->ut_textn('address2')
@@ -559,1364 +1221,5320 @@ sub check {
     || $self->ut_country('country')
     || $self->ut_anything('comments')
     || $self->ut_numbern('referral_custnum')
+    || $self->ut_textn('stateid')
+    || $self->ut_textn('stateid_state')
+    || $self->ut_textn('invoice_terms')
   ;
   #barf.  need message catalogs.  i18n.  etc.
-  $error .= "Please select a advertising source."
+  $error .= "Please select an advertising source."
     if $error =~ /^Illegal or empty \(numeric\) refnum: /;
   return $error if $error;
 
-  return "Unknown agent"
-    unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
+  return "Unknown agent"
+    unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
+
+  return "Unknown refnum"
+    unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
+
+  return "Unknown referring custnum: ". $self->referral_custnum
+    unless ! $self->referral_custnum 
+           || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
+
+  if ( $self->ss eq '' ) {
+    $self->ss('');
+  } else {
+    my $ss = $self->ss;
+    $ss =~ s/\D//g;
+    $ss =~ /^(\d{3})(\d{2})(\d{4})$/
+      or return "Illegal social security number: ". $self->ss;
+    $self->ss("$1-$2-$3");
+  }
+
+
+# bad idea to disable, causes billing to fail because of no tax rates later
+#  unless ( $import ) {
+    unless ( qsearch('cust_main_county', {
+      'country' => $self->country,
+      'state'   => '',
+     } ) ) {
+      return "Unknown state/county/country: ".
+        $self->state. "/". $self->county. "/". $self->country
+        unless qsearch('cust_main_county',{
+          'state'   => $self->state,
+          'county'  => $self->county,
+          'country' => $self->country,
+        } );
+    }
+#  }
+
+  $error =
+    $self->ut_phonen('daytime', $self->country)
+    || $self->ut_phonen('night', $self->country)
+    || $self->ut_phonen('fax', $self->country)
+    || $self->ut_zip('zip', $self->country)
+  ;
+  return $error if $error;
+
+  if ( $conf->exists('cust_main-require_phone')
+       && ! length($self->daytime) && ! length($self->night)
+     ) {
+
+    my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
+                          ? 'Day Phone'
+                          : FS::Msgcat::_gettext('daytime');
+    my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
+                        ? 'Night Phone'
+                        : FS::Msgcat::_gettext('night');
+  
+    return "$daytime_label or $night_label is required"
+  
+  }
+
+  if ( $self->has_ship_address
+       && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
+                        $self->addr_fields )
+     )
+  {
+    my $error =
+      $self->ut_name('ship_last')
+      || $self->ut_name('ship_first')
+      || $self->ut_textn('ship_company')
+      || $self->ut_text('ship_address1')
+      || $self->ut_textn('ship_address2')
+      || $self->ut_text('ship_city')
+      || $self->ut_textn('ship_county')
+      || $self->ut_textn('ship_state')
+      || $self->ut_country('ship_country')
+    ;
+    return $error if $error;
+
+    #false laziness with above
+    unless ( qsearchs('cust_main_county', {
+      'country' => $self->ship_country,
+      'state'   => '',
+     } ) ) {
+      return "Unknown ship_state/ship_county/ship_country: ".
+        $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
+        unless qsearch('cust_main_county',{
+          'state'   => $self->ship_state,
+          'county'  => $self->ship_county,
+          'country' => $self->ship_country,
+        } );
+    }
+    #eofalse
+
+    $error =
+      $self->ut_phonen('ship_daytime', $self->ship_country)
+      || $self->ut_phonen('ship_night', $self->ship_country)
+      || $self->ut_phonen('ship_fax', $self->ship_country)
+      || $self->ut_zip('ship_zip', $self->ship_country)
+    ;
+    return $error if $error;
+
+    return "Unit # is required."
+      if $self->ship_address2 =~ /^\s*$/
+      && $conf->exists('cust_main-require_address2');
+
+  } else { # ship_ info eq billing info, so don't store dup info in database
+
+    $self->setfield("ship_$_", '')
+      foreach $self->addr_fields;
+
+    return "Unit # is required."
+      if $self->address2 =~ /^\s*$/
+      && $conf->exists('cust_main-require_address2');
+
+  }
+
+  #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
+  #  or return "Illegal payby: ". $self->payby;
+  #$self->payby($1);
+  FS::payby->can_payby($self->table, $self->payby)
+    or return "Illegal payby: ". $self->payby;
+
+  $error =    $self->ut_numbern('paystart_month')
+           || $self->ut_numbern('paystart_year')
+           || $self->ut_numbern('payissue')
+           || $self->ut_textn('paytype')
+  ;
+  return $error if $error;
+
+  if ( $self->payip eq '' ) {
+    $self->payip('');
+  } else {
+    $error = $self->ut_ip('payip');
+    return $error if $error;
+  }
+
+  # If it is encrypted and the private key is not availaible then we can't
+  # check the credit card.
+
+  my $check_payinfo = 1;
+
+  if ($self->is_encrypted($self->payinfo)) {
+    $check_payinfo = 0;
+  }
+
+  if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
+
+    my $payinfo = $self->payinfo;
+    $payinfo =~ s/\D//g;
+    $payinfo =~ /^(\d{13,16})$/
+      or return gettext('invalid_card'); # . ": ". $self->payinfo;
+    $payinfo = $1;
+    $self->payinfo($payinfo);
+    validate($payinfo)
+      or return gettext('invalid_card'); # . ": ". $self->payinfo;
+
+    return gettext('unknown_card_type')
+      if cardtype($self->payinfo) eq "Unknown";
+
+    my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
+    if ( $ban ) {
+      return 'Banned credit card: banned on '.
+             time2str('%a %h %o at %r', $ban->_date).
+             ' by '. $ban->otaker.
+             ' (ban# '. $ban->bannum. ')';
+    }
+
+    if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
+      if ( cardtype($self->payinfo) eq 'American Express card' ) {
+        $self->paycvv =~ /^(\d{4})$/
+          or return "CVV2 (CID) for American Express cards is four digits.";
+        $self->paycvv($1);
+      } else {
+        $self->paycvv =~ /^(\d{3})$/
+          or return "CVV2 (CVC2/CID) is three digits.";
+        $self->paycvv($1);
+      }
+    } else {
+      $self->paycvv('');
+    }
+
+    my $cardtype = cardtype($payinfo);
+    if ( $cardtype =~ /^(Switch|Solo)$/i ) {
+
+      return "Start date or issue number is required for $cardtype cards"
+        unless $self->paystart_month && $self->paystart_year or $self->payissue;
+
+      return "Start month must be between 1 and 12"
+        if $self->paystart_month
+           and $self->paystart_month < 1 || $self->paystart_month > 12;
+
+      return "Start year must be 1990 or later"
+        if $self->paystart_year
+           and $self->paystart_year < 1990;
+
+      return "Issue number must be beween 1 and 99"
+        if $self->payissue
+          and $self->payissue < 1 || $self->payissue > 99;
+
+    } else {
+      $self->paystart_month('');
+      $self->paystart_year('');
+      $self->payissue('');
+    }
+
+  } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
+
+    my $payinfo = $self->payinfo;
+    $payinfo =~ s/[^\d\@]//g;
+    if ( $conf->exists('echeck-nonus') ) {
+      $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
+      $payinfo = "$1\@$2";
+    } else {
+      $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
+      $payinfo = "$1\@$2";
+    }
+    $self->payinfo($payinfo);
+    $self->paycvv('');
+
+    my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
+    if ( $ban ) {
+      return 'Banned ACH account: banned on '.
+             time2str('%a %h %o at %r', $ban->_date).
+             ' by '. $ban->otaker.
+             ' (ban# '. $ban->bannum. ')';
+    }
+
+  } elsif ( $self->payby eq 'LECB' ) {
+
+    my $payinfo = $self->payinfo;
+    $payinfo =~ s/\D//g;
+    $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
+    $payinfo = $1;
+    $self->payinfo($payinfo);
+    $self->paycvv('');
+
+  } elsif ( $self->payby eq 'BILL' ) {
+
+    $error = $self->ut_textn('payinfo');
+    return "Illegal P.O. number: ". $self->payinfo if $error;
+    $self->paycvv('');
+
+  } elsif ( $self->payby eq 'COMP' ) {
+
+    my $curuser = $FS::CurrentUser::CurrentUser;
+    if (    ! $self->custnum
+         && ! $curuser->access_right('Complimentary customer')
+       )
+    {
+      return "You are not permitted to create complimentary accounts."
+    }
+
+    $error = $self->ut_textn('payinfo');
+    return "Illegal comp account issuer: ". $self->payinfo if $error;
+    $self->paycvv('');
+
+  } elsif ( $self->payby eq 'PREPAY' ) {
+
+    my $payinfo = $self->payinfo;
+    $payinfo =~ s/\W//g; #anything else would just confuse things
+    $self->payinfo($payinfo);
+    $error = $self->ut_alpha('payinfo');
+    return "Illegal prepayment identifier: ". $self->payinfo if $error;
+    return "Unknown prepayment identifier"
+      unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
+    $self->paycvv('');
+
+  }
+
+  if ( $self->paydate eq '' || $self->paydate eq '-' ) {
+    return "Expiration date required"
+      unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
+    $self->paydate('');
+  } else {
+    my( $m, $y );
+    if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
+      ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
+    } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
+      ( $m, $y ) = ( $3, "20$2" );
+    } else {
+      return "Illegal expiration date: ". $self->paydate;
+    }
+    $self->paydate("$y-$m-01");
+    my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
+    return gettext('expired_card')
+      if !$import
+      && !$ignore_expired_card 
+      && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
+  }
+
+  if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
+       ( ! $conf->exists('require_cardname')
+         || $self->payby !~ /^(CARD|DCRD)$/  ) 
+  ) {
+    $self->payname( $self->first. " ". $self->getfield('last') );
+  } else {
+    $self->payname =~ /^([\w \,\.\-\'\&]+)$/
+      or return gettext('illegal_name'). " payname: ". $self->payname;
+    $self->payname($1);
+  }
+
+  foreach my $flag (qw( tax spool_cdr )) {
+    $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
+    $self->$flag($1);
+  }
+
+  $self->otaker(getotaker) unless $self->otaker;
+
+  warn "$me check AFTER: \n". $self->_dump
+    if $DEBUG > 2;
+
+  $self->SUPER::check;
+}
+
+=item addr_fields 
+
+Returns a list of fields which have ship_ duplicates.
+
+=cut
+
+sub addr_fields {
+  qw( last first company
+      address1 address2 city county state zip country
+      daytime night fax
+    );
+}
+
+=item has_ship_address
+
+Returns true if this customer record has a separate shipping address.
+
+=cut
+
+sub has_ship_address {
+  my $self = shift;
+  scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
+}
+
+=item all_pkgs
+
+Returns all packages (see L<FS::cust_pkg>) for this customer.
+
+=cut
+
+sub all_pkgs {
+  my $self = shift;
+
+  return $self->num_pkgs unless wantarray;
+
+  my @cust_pkg = ();
+  if ( $self->{'_pkgnum'} ) {
+    @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
+  } else {
+    @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
+  }
+
+  sort sort_packages @cust_pkg;
+}
+
+=item cust_pkg
+
+Synonym for B<all_pkgs>.
+
+=cut
+
+sub cust_pkg {
+  shift->all_pkgs(@_);
+}
+
+=item ncancelled_pkgs
+
+Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
+
+=cut
+
+sub ncancelled_pkgs {
+  my $self = shift;
+
+  return $self->num_ncancelled_pkgs unless wantarray;
+
+  my @cust_pkg = ();
+  if ( $self->{'_pkgnum'} ) {
+
+    warn "$me ncancelled_pkgs: returning cached objects"
+      if $DEBUG > 1;
+
+    @cust_pkg = grep { ! $_->getfield('cancel') }
+                values %{ $self->{'_pkgnum'}->cache };
+
+  } else {
+
+    warn "$me ncancelled_pkgs: searching for packages with custnum ".
+         $self->custnum. "\n"
+      if $DEBUG > 1;
+
+    @cust_pkg =
+      qsearch( 'cust_pkg', {
+                             'custnum' => $self->custnum,
+                             'cancel'  => '',
+                           });
+    push @cust_pkg,
+      qsearch( 'cust_pkg', {
+                             'custnum' => $self->custnum,
+                             'cancel'  => 0,
+                           });
+  }
+
+  sort sort_packages @cust_pkg;
+
+}
+
+# This should be generalized to use config options to determine order.
+sub sort_packages {
+  if ( $a->get('cancel') and $b->get('cancel') ) {
+    $a->pkgnum <=> $b->pkgnum;
+  } elsif ( $a->get('cancel') or $b->get('cancel') ) {
+    return -1 if $b->get('cancel');
+    return  1 if $a->get('cancel');
+    return 0;
+  } else {
+    $a->pkgnum <=> $b->pkgnum;
+  }
+}
+
+=item suspended_pkgs
+
+Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
+
+=cut
+
+sub suspended_pkgs {
+  my $self = shift;
+  grep { $_->susp } $self->ncancelled_pkgs;
+}
+
+=item unflagged_suspended_pkgs
+
+Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
+customer (thouse packages without the `manual_flag' set).
+
+=cut
+
+sub unflagged_suspended_pkgs {
+  my $self = shift;
+  return $self->suspended_pkgs
+    unless dbdef->table('cust_pkg')->column('manual_flag');
+  grep { ! $_->manual_flag } $self->suspended_pkgs;
+}
+
+=item unsuspended_pkgs
+
+Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
+this customer.
+
+=cut
+
+sub unsuspended_pkgs {
+  my $self = shift;
+  grep { ! $_->susp } $self->ncancelled_pkgs;
+}
+
+=item num_cancelled_pkgs
+
+Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
+customer.
+
+=cut
+
+sub num_cancelled_pkgs {
+  shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
+}
+
+sub num_ncancelled_pkgs {
+  shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
+}
+
+sub num_pkgs {
+  my( $self ) = shift;
+  my $sql = scalar(@_) ? shift : '';
+  $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
+  my $sth = dbh->prepare(
+    "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
+  ) or die dbh->errstr;
+  $sth->execute($self->custnum) or die $sth->errstr;
+  $sth->fetchrow_arrayref->[0];
+}
+
+=item unsuspend
+
+Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
+and L<FS::cust_pkg>) for this customer.  Always returns a list: an empty list
+on success or a list of errors.
+
+=cut
+
+sub unsuspend {
+  my $self = shift;
+  grep { $_->unsuspend } $self->suspended_pkgs;
+}
+
+=item suspend
+
+Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
+
+Returns a list: an empty list on success or a list of errors.
+
+=cut
+
+sub suspend {
+  my $self = shift;
+  grep { $_->suspend(@_) } $self->unsuspended_pkgs;
+}
+
+=item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
+
+Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
+PKGPARTs (see L<FS::part_pkg>).  Preferred usage is to pass a hashref instead
+of a list of pkgparts; the hashref has the following keys:
+
+=over 4
+
+=item pkgparts - listref of pkgparts
+
+=item (other options are passed to the suspend method)
+
+=back
+
+
+Returns a list: an empty list on success or a list of errors.
+
+=cut
+
+sub suspend_if_pkgpart {
+  my $self = shift;
+  my (@pkgparts, %opt);
+  if (ref($_[0]) eq 'HASH'){
+    @pkgparts = @{$_[0]{pkgparts}};
+    %opt      = %{$_[0]};
+  }else{
+    @pkgparts = @_;
+  }
+  grep { $_->suspend(%opt) }
+    grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
+      $self->unsuspended_pkgs;
+}
+
+=item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
+
+Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
+given PKGPARTs (see L<FS::part_pkg>).  Preferred usage is to pass a hashref
+instead of a list of pkgparts; the hashref has the following keys:
+
+=over 4
+
+=item pkgparts - listref of pkgparts
+
+=item (other options are passed to the suspend method)
+
+=back
+
+Returns a list: an empty list on success or a list of errors.
+
+=cut
+
+sub suspend_unless_pkgpart {
+  my $self = shift;
+  my (@pkgparts, %opt);
+  if (ref($_[0]) eq 'HASH'){
+    @pkgparts = @{$_[0]{pkgparts}};
+    %opt      = %{$_[0]};
+  }else{
+    @pkgparts = @_;
+  }
+  grep { $_->suspend(%opt) }
+    grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
+      $self->unsuspended_pkgs;
+}
+
+=item cancel [ OPTION => VALUE ... ]
+
+Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
+
+Available options are:
+
+=over 4
+
+=item quiet - can be set true to supress email cancellation notices.
+
+=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.
+
+=item ban - can be set true to ban this customer's credit card or ACH information, if present.
+
+=back
+
+Always returns a list: an empty list on success or a list of errors.
+
+=cut
+
+sub cancel {
+  my( $self, %opt ) = @_;
+
+  warn "$me cancel called on customer ". $self->custnum. " with options ".
+       join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
+    if $DEBUG;
+
+  return ( 'access denied' )
+    unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
+
+  if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
+
+    #should try decryption (we might have the private key)
+    # and if not maybe queue a job for the server that does?
+    return ( "Can't (yet) ban encrypted credit cards" )
+      if $self->is_encrypted($self->payinfo);
+
+    my $ban = new FS::banned_pay $self->_banned_pay_hashref;
+    my $error = $ban->insert;
+    return ( $error ) if $error;
+
+  }
+
+  my @pkgs = $self->ncancelled_pkgs;
+
+  warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
+       scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
+    if $DEBUG;
+
+  grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
+}
+
+sub _banned_pay_hashref {
+  my $self = shift;
+
+  my %payby2ban = (
+    'CARD' => 'CARD',
+    'DCRD' => 'CARD',
+    'CHEK' => 'CHEK',
+    'DCHK' => 'CHEK'
+  );
+
+  {
+    'payby'   => $payby2ban{$self->payby},
+    'payinfo' => md5_base64($self->payinfo),
+    #don't ever *search* on reason! #'reason'  =>
+  };
+}
+
+=item notes
+
+Returns all notes (see L<FS::cust_main_note>) for this customer.
+
+=cut
+
+sub notes {
+  my $self = shift;
+  #order by?
+  qsearch( 'cust_main_note',
+           { 'custnum' => $self->custnum },
+	   '',
+	   'ORDER BY _DATE DESC'
+	 );
+}
+
+=item agent
+
+Returns the agent (see L<FS::agent>) for this customer.
+
+=cut
+
+sub agent {
+  my $self = shift;
+  qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
+}
+
+=item bill_and_collect 
+
+Cancels and suspends any packages due, generates bills, applies payments and
+cred
+
+Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
+
+Options are passed as name-value pairs.  Currently available options are:
+
+=over 4
+
+=item time
+
+Bills the customer as if it were that time.  Specified as a UNIX timestamp; see L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion functions.  For example:
+
+ use Date::Parse;
+ ...
+ $cust_main->bill( 'time' => str2time('April 20th, 2001') );
+
+=item invoice_time
+
+Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices.  Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
+
+=item check_freq
+
+"1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
+
+=item resetup
+
+If set true, re-charges setup fees.
+
+=item debug
+
+Debugging level.  Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
+
+=back
+
+=cut
+
+sub bill_and_collect {
+  my( $self, %options ) = @_;
+
+  ###
+  # cancel packages
+  ###
+
+  #$options{actual_time} not $options{time} because freeside-daily -d is for
+  #pre-printing invoices
+  my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
+                         $self->ncancelled_pkgs;
+
+  foreach my $cust_pkg ( @cancel_pkgs ) {
+    my $error = $cust_pkg->cancel;
+    warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
+         " for custnum ". $self->custnum. ": $error"
+      if $error;
+  }
+
+  ###
+  # suspend packages
+  ###
+
+  #$options{actual_time} not $options{time} because freeside-daily -d is for
+  #pre-printing invoices
+  my @susp_pkgs = 
+    grep { ! $_->susp
+           && (    (    $_->part_pkg->is_prepaid
+                     && $_->bill
+                     && $_->bill < $options{actual_time}
+                   )
+                || (    $_->adjourn
+                    && $_->adjourn <= $options{actual_time}
+                  )
+              )
+         }
+         $self->ncancelled_pkgs;
+
+  foreach my $cust_pkg ( @susp_pkgs ) {
+    my $error = $cust_pkg->suspend;
+    warn "Error suspending package ". $cust_pkg->pkgnum.
+         " for custnum ". $self->custnum. ": $error"
+      if $error;
+  }
+
+  ###
+  # bill and collect
+  ###
+
+  my $error = $self->bill( %options );
+  warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
+
+  $self->apply_payments_and_credits;
+
+  $error = $self->collect( %options );
+  warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
+
+}
+
+=item bill OPTIONS
+
+Generates invoices (see L<FS::cust_bill>) for this customer.  Usually used in
+conjunction with the collect method by calling B<bill_and_collect>.
+
+If there is an error, returns the error, otherwise returns false.
+
+Options are passed as name-value pairs.  Currently available options are:
+
+=over 4
+
+=item resetup
+
+If set true, re-charges setup fees.
+
+=item time
+
+Bills the customer as if it were that time.  Specified as a UNIX timestamp; see L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion functions.  For example:
+
+ use Date::Parse;
+ ...
+ $cust_main->bill( 'time' => str2time('April 20th, 2001') );
+
+=item pkg_list
+
+An array ref of specific packages (objects) to attempt billing, instead trying all of them.
+
+ $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
+
+=item invoice_time
+
+Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices.  Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
+
+=back
+
+=cut
+
+sub bill {
+  my( $self, %options ) = @_;
+  return '' if $self->payby eq 'COMP';
+  warn "$me bill customer ". $self->custnum. "\n"
+    if $DEBUG;
+
+  my $time = $options{'time'} || time;
+
+  #put below somehow?
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  my @cust_bill_pkg = ();
+
+  ###
+  # find the packages which are due for billing, find out how much they are
+  # & generate invoice database.
+  ###
+
+  my( $total_setup, $total_recur ) = ( 0, 0 );
+  my %tax;
+  my %taxlisthash;
+  my %taxname;
+  my @precommit_hooks = ();
+
+  foreach my $cust_pkg (
+    qsearch('cust_pkg', { 'custnum' => $self->custnum } )
+  ) {
+
+    #NO!! next if $cust_pkg->cancel;  
+    next if $cust_pkg->getfield('cancel');  
+
+    warn "  bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
+
+    #? to avoid use of uninitialized value errors... ?
+    $cust_pkg->setfield('bill', '')
+      unless defined($cust_pkg->bill);
+ 
+    #my $part_pkg = $cust_pkg->part_pkg;
+
+    my $real_pkgpart = $cust_pkg->pkgpart;
+    my %hash = $cust_pkg->hash;
+    my $old_cust_pkg = new FS::cust_pkg \%hash;
+
+    foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
+
+      $cust_pkg->pkgpart($part_pkg->pkgpart); 
+      $cust_pkg->set($_, $hash{$_}) foreach qw( setup last_bill bill );
+  
+      my @details = ();
+
+      my $lineitems = 0;
+
+      ###
+      # bill setup
+      ###
+
+      my $setup = 0;
+      if ( ! $cust_pkg->setup &&
+           (
+             ( $conf->exists('disable_setup_suspended_pkgs') &&
+              ! $cust_pkg->getfield('susp')
+            ) || ! $conf->exists('disable_setup_suspended_pkgs')
+           )
+        || $options{'resetup'}
+      ) {
+    
+        warn "    bill setup\n" if $DEBUG > 1;
+        $lineitems++;
+
+        $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
+        if ( $@ ) {
+          $dbh->rollback if $oldAutoCommit;
+          return "$@ running calc_setup for $cust_pkg\n";
+        }
+
+        $cust_pkg->setfield('setup', $time)
+          unless $cust_pkg->setup;
+              #do need it, but it won't get written to the db
+              #|| $cust_pkg->pkgpart != $real_pkgpart;
+
+      }
+
+      ###
+      # bill recurring fee
+      ### 
+
+      my $recur = 0;
+      my $sdate;
+      if ( $part_pkg->getfield('freq') ne '0' &&
+           ! $cust_pkg->getfield('susp') &&
+           ( $cust_pkg->getfield('bill') || 0 ) <= $time
+      ) {
+
+        # XXX should this be a package event?  probably.  events are called
+        # at collection time at the moment, though...
+        $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
+          if $part_pkg->can('reset_usage');
+          #don't want to reset usage just cause we want a line item??
+          #&& $part_pkg->pkgpart == $real_pkgpart;
+  
+        warn "    bill recur\n" if $DEBUG > 1;
+        $lineitems++;
+  
+        # XXX shared with $recur_prog
+        $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
+  
+        #over two params!  lets at least switch to a hashref for the rest...
+        my %param = ( 'precommit_hooks' => \@precommit_hooks, );
+  
+        $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
+        if ( $@ ) {
+          $dbh->rollback if $oldAutoCommit;
+          return "$@ running calc_recur for $cust_pkg\n";
+        }
+
+  
+        #change this bit to use Date::Manip? CAREFUL with timezones (see
+        # mailing list archive)
+        my ($sec,$min,$hour,$mday,$mon,$year) =
+          (localtime($sdate) )[0,1,2,3,4,5];
+    
+        #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
+        # only for figuring next bill date, nothing else, so, reset $sdate again
+        # here
+        $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
+        $cust_pkg->last_bill($sdate);
+    
+        if ( $part_pkg->freq =~ /^\d+$/ ) {
+          $mon += $part_pkg->freq;
+          until ( $mon < 12 ) { $mon -= 12; $year++; }
+        } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
+          my $weeks = $1;
+          $mday += $weeks * 7;
+        } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
+          my $days = $1;
+          $mday += $days;
+        } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
+          my $hours = $1;
+          $hour += $hours;
+        } else {
+          $dbh->rollback if $oldAutoCommit;
+          return "unparsable frequency: ". $part_pkg->freq;
+        }
+        $cust_pkg->setfield('bill',
+          timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
+  
+      }
+
+      warn "\$setup is undefined" unless defined($setup);
+      warn "\$recur is undefined" unless defined($recur);
+      warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
+  
+      ###
+      # If there's line items, create em cust_bill_pkg records
+      # If $cust_pkg has been modified, update it (if we're a real pkgpart)
+      ###
+  
+      if ( $lineitems ) {
+
+        if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
+          # hmm.. and if just the options are modified in some weird price plan?
+  
+          warn "  package ". $cust_pkg->pkgnum. " modified; updating\n"
+            if $DEBUG >1;
+  
+          my $error = $cust_pkg->replace( $old_cust_pkg,
+                                          'options' => { $cust_pkg->options },
+                                        );
+          if ( $error ) { #just in case
+            $dbh->rollback if $oldAutoCommit;
+            return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
+          }
+        }
+  
+        $setup = sprintf( "%.2f", $setup );
+        $recur = sprintf( "%.2f", $recur );
+        if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
+          $dbh->rollback if $oldAutoCommit;
+          return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
+        }
+        if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
+          $dbh->rollback if $oldAutoCommit;
+          return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
+        }
+  
+        if ( $setup != 0 || $recur != 0 ) {
+  
+          warn "    charges (setup=$setup, recur=$recur); adding line items\n"
+            if $DEBUG > 1;
+          my $cust_bill_pkg = new FS::cust_bill_pkg {
+            'pkgnum'  => $cust_pkg->pkgnum,
+            'setup'   => $setup,
+            'recur'   => $recur,
+            'sdate'   => $sdate,
+            'edate'   => $cust_pkg->bill,
+            'details' => \@details,
+          };
+          $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
+            unless $part_pkg->pkgpart == $real_pkgpart;
+          push @cust_bill_pkg, $cust_bill_pkg;
+
+          $total_setup += $setup;
+          $total_recur += $recur;
+  
+          ###
+          # handle taxes
+          ###
+  
+          unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
+  
+            my @taxes = ();
+            my @taxoverrides = $part_pkg->part_pkg_taxoverride;
+            
+            my $prefix = 
+              ( $conf->exists('tax-ship_address') && length($self->ship_last) )
+              ? 'ship_'
+              : '';
+  
+            if ( $conf->exists('enable_taxproducts')
+                 && (scalar(@taxoverrides) || $part_pkg->taxproductnum )
+               )
+            { 
+  
+              my @taxclassnums = ();
+              my $geocode = $self->geocode('cch');
+  
+              if ( scalar( @taxoverrides ) ) {
+                @taxclassnums = map { $_->taxclassnum } @taxoverrides;
+              }elsif ( $part_pkg->taxproductnum ) {
+                @taxclassnums = map { $_->taxclassnum }
+                                $part_pkg->part_pkg_taxrate('cch', $geocode);
+              }
+  
+              my $extra_sql =
+                "AND (".
+                join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
+  
+              @taxes = qsearch({ 'table' => 'tax_rate',
+                                 'hashref' => { 'geocode' => $geocode, },
+                                 'extra_sql' => $extra_sql,
+                              })
+                if scalar(@taxclassnums);
+  
+
+            }else{
+  
+              my %taxhash = map { $_ => $self->get("$prefix$_") }
+                                qw( state county country );
+  
+              $taxhash{'taxclass'} = $part_pkg->taxclass;
+  
+              @taxes = qsearch( 'cust_main_county', \%taxhash );
+
+            unless ( @taxes ) {
+              $taxhash{'taxclass'} = '';
+              @taxes =  qsearch( 'cust_main_county', \%taxhash );
+            }
+
+            #one more try at a whole-country tax rate
+            unless ( @taxes ) {
+              $taxhash{$_} = '' foreach qw( state county );
+              @taxes =  qsearch( 'cust_main_county', \%taxhash );
+            }
+
+            } #if $conf->exists('enable_taxproducts') 
+  
+            # maybe eliminate this entirely, along with all the 0% records
+            unless ( @taxes ) {
+              $dbh->rollback if $oldAutoCommit;
+              my $error;
+              if ( $conf->exists('enable_taxproducts') ) { 
+                $error = 
+                  "fatal: can't find tax rate for zip/taxproduct/pkgpart ".
+                  join('/', ( map $self->get("$prefix$_"),
+                                  qw(zip)
+                            ),
+                            $part_pkg->taxproduct_description,
+                            $part_pkg->pkgpart ). "\n";
+              } else {
+                $error = 
+                  "fatal: can't find tax rate for state/county/country/taxclass ".
+                  join('/', ( map $self->get("$prefix$_"),
+                                  qw(state county country)
+                            ),
+                            $part_pkg->taxclass ). "\n";
+              }
+              return $error;
+            }
+    
+            foreach my $tax ( @taxes ) {
+              my $taxname = ref( $tax ). ' '. $tax->taxnum;
+              if ( exists( $taxlisthash{ $taxname } ) ) {
+                push @{ $taxlisthash{ $taxname  } }, $cust_bill_pkg;
+              }else{
+                $taxlisthash{ $taxname } = [ $tax, $cust_bill_pkg ];
+              }
+            }
+
+
+          } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
+
+        } #if $setup != 0 || $recur != 0
+      
+      } #if $cust_pkg->modified
+
+    } #foreach my $part_pkg
+
+  } #foreach my $cust_pkg
+
+  unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
+    #but do commit any package date cycling that happened
+    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    return '';
+  }
+
+  warn "having a look at the taxes we found...\n" if $DEBUG > 2;
+  foreach my $tax ( keys %taxlisthash ) {
+    my $tax_object = shift @{ $taxlisthash{$tax} };
+    warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
+    my $listref_or_error = $tax_object->taxline( @{ $taxlisthash{$tax} } );
+    unless (ref($listref_or_error)) {
+      $dbh->rollback if $oldAutoCommit;
+      return $listref_or_error;
+    }
+    unshift @{ $taxlisthash{$tax} }, $tax_object;
+
+    warn "adding ". $listref_or_error->[1].
+         " as ". $listref_or_error->[0]. "\n"
+      if $DEBUG > 2;
+    $tax{ $tax_object->taxname } += $listref_or_error->[1];
+    if ( $taxname{ $listref_or_error->[0] } ) {
+      push @{ $taxname{ $listref_or_error->[0] } }, $tax_object->taxname;
+    }else{
+      $taxname{ $listref_or_error->[0] } = [ $tax_object->taxname ];
+    }
+  
+  }
+
+  #some taxes are taxed
+  my %totlisthash;
+  
+  warn "finding taxed taxes...\n" if $DEBUG > 2;
+  foreach my $tax ( keys %taxlisthash ) {
+    my $tax_object = shift @{ $taxlisthash{$tax} };
+    warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
+      if $DEBUG > 2;
+    next unless $tax_object->can('tax_on_tax');
+
+    foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
+      my $totname = ref( $tot ). ' '. $tot->taxnum;
+
+      warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
+        if $DEBUG > 2;
+      next unless exists( $taxlisthash{ $totname } ); # only increase
+                                                      # existing taxes
+      warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
+      if ( exists( $totlisthash{ $totname } ) ) {
+        push @{ $totlisthash{ $totname  } }, $tax{ $tax_object->taxname };
+      }else{
+        $totlisthash{ $totname } = [ $tot, $tax{ $tax_object->taxname } ];
+      }
+    }
+  }
+
+  warn "having a look at taxed taxes...\n" if $DEBUG > 2;
+  foreach my $tax ( keys %totlisthash ) {
+    my $tax_object = shift @{ $totlisthash{$tax} };
+    warn "found previously found taxed tax ". $tax_object->taxname. "\n"
+      if $DEBUG > 2;
+    my $listref_or_error = $tax_object->taxline( @{ $totlisthash{$tax} } );
+    unless (ref($listref_or_error)) {
+      $dbh->rollback if $oldAutoCommit;
+      return $listref_or_error;
+    }
+
+    warn "adding taxed tax amount ". $listref_or_error->[1].
+         " as ". $tax_object->taxname. "\n"
+      if $DEBUG;
+    $tax{ $tax_object->taxname } += $listref_or_error->[1];
+  }
+  
+  #consolidate and create tax line items
+  warn "consolidating and generating...\n" if $DEBUG > 2;
+  foreach my $taxname ( keys %taxname ) {
+    my $tax = 0;
+    my %seen = ();
+    warn "adding $taxname\n" if $DEBUG > 1;
+    foreach my $taxitem ( @{ $taxname{$taxname} } ) {
+      $tax += $tax{$taxitem} unless $seen{$taxitem};
+      warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
+    }
+    next unless $tax;
+
+    $tax = sprintf('%.2f', $tax );
+    $total_setup = sprintf('%.2f', $total_setup+$tax );
+  
+    push @cust_bill_pkg, new FS::cust_bill_pkg {
+      'pkgnum'   => 0,
+      'setup'    => $tax,
+      'recur'    => 0,
+      'sdate'    => '',
+      'edate'    => '',
+      'itemdesc' => $taxname,
+    };
+
+  }
+
+  my $charged = sprintf('%.2f', $total_setup + $total_recur );
+
+  #create the new invoice
+  my $cust_bill = new FS::cust_bill ( {
+    'custnum' => $self->custnum,
+    '_date'   => ( $options{'invoice_time'} || $time ),
+    'charged' => $charged,
+  } );
+  my $error = $cust_bill->insert;
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return "can't create invoice for customer #". $self->custnum. ": $error";
+  }
+
+  foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
+    $cust_bill_pkg->invnum($cust_bill->invnum); 
+    my $error = $cust_bill_pkg->insert;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "can't create invoice line item: $error";
+    }
+  }
+    
+
+  foreach my $hook ( @precommit_hooks ) { 
+    eval {
+      &{$hook}; #($self) ?
+    };
+    if ( $@ ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "$@ running precommit hook $hook\n";
+    }
+  }
+  
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  ''; #no error
+}
+
+=item collect OPTIONS
+
+(Attempt to) collect money for this customer's outstanding invoices (see
+L<FS::cust_bill>).  Usually used after the bill method.
+
+Actions are now triggered by billing events; see L<FS::part_event> and the
+billing events web interface.  Old-style invoice events (see
+L<FS::part_bill_event>) have been deprecated.
+
+If there is an error, returns the error, otherwise returns false.
+
+Options are passed as name-value pairs.
+
+Currently available options are:
+
+=over 4
+
+=item invoice_time
+
+Use this time when deciding when to print invoices and late notices on those invoices.  The default is now.  It is specified as a UNIX timestamp; see L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion functions.
+
+=item retry
+
+Retry card/echeck/LEC transactions even when not scheduled by invoice events.
+
+=item quiet
+
+set true to surpress email card/ACH decline notices.
+
+=item check_freq
+
+"1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
+
+=item payby
+
+allows for one time override of normal customer billing method
+
+=item debug
+
+Debugging level.  Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
+
+
+=back
+
+=cut
+
+sub collect {
+  my( $self, %options ) = @_;
+  my $invoice_time = $options{'invoice_time'} || time;
+
+  #put below somehow?
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  if ( $DEBUG ) {
+    my $balance = $self->balance;
+    warn "$me collect customer ". $self->custnum. ": balance $balance\n"
+  }
+
+  if ( exists($options{'retry_card'}) ) {
+    carp 'retry_card option passed to collect is deprecated; use retry';
+    $options{'retry'} ||= $options{'retry_card'};
+  }
+  if ( exists($options{'retry'}) && $options{'retry'} ) {
+    my $error = $self->retry_realtime;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
+
+  # false laziness w/pay_batch::import_results
+
+  my $due_cust_event = $self->due_cust_event(
+    'debug'      => ( $options{'debug'} || 0 ),
+    'time'       => $invoice_time,
+    'check_freq' => $options{'check_freq'},
+  );
+  unless( ref($due_cust_event) ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $due_cust_event;
+  }
+
+  foreach my $cust_event ( @$due_cust_event ) {
+
+    #XXX lock event
+    
+    #re-eval event conditions (a previous event could have changed things)
+    unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
+      #don't leave stray "new/locked" records around
+      my $error = $cust_event->delete;
+      if ( $error ) {
+        #gah, even with transactions
+        $dbh->commit if $oldAutoCommit; #well.
+        return $error;
+      }
+      next;
+    }
+
+    {
+      local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
+      warn "  running cust_event ". $cust_event->eventnum. "\n"
+        if $DEBUG > 1;
+
+      
+      #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
+      if ( my $error = $cust_event->do_event() ) {
+        #XXX wtf is this?  figure out a proper dealio with return value
+        #from do_event
+	  # gah, even with transactions.
+	  $dbh->commit if $oldAutoCommit; #well.
+	  return $error;
+	}
+    }
+
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item due_cust_event [ HASHREF | OPTION => VALUE ... ]
+
+Inserts database records for and returns an ordered listref of new events due
+for this customer, as FS::cust_event objects (see L<FS::cust_event>).  If no
+events are due, an empty listref is returned.  If there is an error, returns a
+scalar error message.
+
+To actually run the events, call each event's test_condition method, and if
+still true, call the event's do_event method.
+
+Options are passed as a hashref or as a list of name-value pairs.  Available
+options are:
+
+=over 4
+
+=item check_freq
+
+Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
+
+=item time
+
+"Current time" for the events.
+
+=item debug
+
+Debugging level.  Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
+
+=item eventtable
+
+Only return events for the specified eventtable (by default, events of all eventtables are returned)
+
+=item objects
+
+Explicitly pass the objects to be tested (typically used with eventtable).
+
+=back
+
+=cut
+
+sub due_cust_event {
+  my $self = shift;
+  my %opt = ref($_[0]) ? %{ $_[0] } : @_;
+
+  #???
+  #my $DEBUG = $opt{'debug'}
+  local($DEBUG) = $opt{'debug'}
+    if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
+
+  warn "$me due_cust_event called with options ".
+       join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
+    if $DEBUG;
+
+  $opt{'time'} ||= time;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  ###
+  # 1: find possible events (initial search)
+  ###
+  
+  my @cust_event = ();
+
+  my @eventtable = $opt{'eventtable'}
+                     ? ( $opt{'eventtable'} )
+                     : FS::part_event->eventtables_runorder;
+
+  foreach my $eventtable ( @eventtable ) {
+
+    my @objects;
+    if ( $opt{'objects'} ) {
+
+      @objects = @{ $opt{'objects'} };
+
+    } else {
+
+      #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
+      @objects = ( $eventtable eq 'cust_main' )
+                   ? ( $self )
+                   : ( $self->$eventtable() );
+
+    }
+
+    my @e_cust_event = ();
+
+    my $cross = "CROSS JOIN $eventtable";
+    $cross .= ' LEFT JOIN cust_main USING ( custnum )'
+      unless $eventtable eq 'cust_main';
+
+    foreach my $object ( @objects ) {
+
+      #this first search uses the condition_sql magic for optimization.
+      #the more possible events we can eliminate in this step the better
+
+      my $cross_where = '';
+      my $pkey = $object->primary_key;
+      $cross_where = "$eventtable.$pkey = ". $object->$pkey();
+
+      my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
+      my $extra_sql =
+        FS::part_event_condition->where_conditions_sql( $eventtable,
+                                                        'time'=>$opt{'time'}
+                                                      );
+      my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
+
+      $extra_sql = "AND $extra_sql" if $extra_sql;
+
+      #here is the agent virtualization
+      $extra_sql .= " AND (    part_event.agentnum IS NULL
+                            OR part_event.agentnum = ". $self->agentnum. ' )';
+
+      $extra_sql .= " $order";
+
+      warn "searching for events for $eventtable ". $object->$pkey. "\n"
+        if $opt{'debug'} > 2;
+      my @part_event = qsearch( {
+        'debug'     => ( $opt{'debug'} > 3 ? 1 : 0 ),
+        'select'    => 'part_event.*',
+        'table'     => 'part_event',
+        'addl_from' => "$cross $join",
+        'hashref'   => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
+                         'eventtable' => $eventtable,
+                         'disabled'   => '',
+                       },
+        'extra_sql' => "AND $cross_where $extra_sql",
+      } );
+
+      if ( $DEBUG > 2 ) {
+        my $pkey = $object->primary_key;
+        warn "      ". scalar(@part_event).
+             " possible events found for $eventtable ". $object->$pkey(). "\n";
+      }
+
+      push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
+
+    }
+
+    warn "    ". scalar(@e_cust_event).
+         " subtotal possible cust events found for $eventtable\n"
+      if $DEBUG > 1;
+
+    push @cust_event, @e_cust_event;
+
+  }
+
+  warn "  ". scalar(@cust_event).
+       " total possible cust events found in initial search\n"
+    if $DEBUG; # > 1;
+
+  ##
+  # 2: test conditions
+  ##
+  
+  my %unsat = ();
+
+  @cust_event = grep $_->test_conditions( 'time'          => $opt{'time'},
+                                          'stats_hashref' => \%unsat ),
+                     @cust_event;
+
+  warn "  ". scalar(@cust_event). " cust events left satisfying conditions\n"
+    if $DEBUG; # > 1;
+
+  warn "    invalid conditions not eliminated with condition_sql:\n".
+       join('', map "      $_: ".$unsat{$_}."\n", keys %unsat )
+    if $DEBUG; # > 1;
+
+  ##
+  # 3: insert
+  ##
+
+  foreach my $cust_event ( @cust_event ) {
+
+    my $error = $cust_event->insert();
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+                                       
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+
+  ##
+  # 4: return
+  ##
+
+  warn "  returning events: ". Dumper(@cust_event). "\n"
+    if $DEBUG > 2;
+
+  \@cust_event;
+
+}
+
+=item retry_realtime
+
+Schedules realtime / batch  credit card / electronic check / LEC billing
+events for for retry.  Useful if card information has changed or manual
+retry is desired.  The 'collect' method must be called to actually retry
+the transaction.
+
+Implementation details: For either this customer, or for each of this
+customer's open invoices, changes the status of the first "done" (with
+statustext error) realtime processing event to "failed".
+
+=cut
+
+sub retry_realtime {
+  my $self = shift;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  #a little false laziness w/due_cust_event (not too bad, really)
+
+  my $join = FS::part_event_condition->join_conditions_sql;
+  my $order = FS::part_event_condition->order_conditions_sql;
+  my $mine = 
+  '( '
+   . join ( ' OR ' , map { 
+    "( part_event.eventtable = " . dbh->quote($_) 
+    . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
+   } FS::part_event->eventtables)
+   . ') ';
+
+  #here is the agent virtualization
+  my $agent_virt = " (    part_event.agentnum IS NULL
+                       OR part_event.agentnum = ". $self->agentnum. ' )';
+
+  #XXX this shouldn't be hardcoded, actions should declare it...
+  my @realtime_events = qw(
+    cust_bill_realtime_card
+    cust_bill_realtime_check
+    cust_bill_realtime_lec
+    cust_bill_batch
+  );
+
+  my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
+                                                  @realtime_events
+                                     ).
+                          ' ) ';
+
+  my @cust_event = qsearchs({
+    'table'     => 'cust_event',
+    'select'    => 'cust_event.*',
+    'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
+    'hashref'   => { 'status' => 'done' },
+    'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
+                   " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
+  });
+
+  my %seen_invnum = ();
+  foreach my $cust_event (@cust_event) {
+
+    #max one for the customer, one for each open invoice
+    my $cust_X = $cust_event->cust_X;
+    next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
+                          ? $cust_X->invnum
+                          : 0
+                        }++
+         or $cust_event->part_event->eventtable eq 'cust_bill'
+            && ! $cust_X->owed;
+
+    my $error = $cust_event->retry;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "error scheduling event for retry: $error";
+    }
+
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
+
+Runs a realtime credit card, ACH (electronic check) or phone bill transaction
+via a Business::OnlinePayment realtime gateway.  See
+L<http://420.am/business-onlinepayment> for supported gateways.
+
+Available methods are: I<CC>, I<ECHECK> and I<LEC>
+
+Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
+
+The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
+I<zip>, I<payinfo> and I<paydate> are also available.  Any of these options,
+if set, will override the value from the customer record.
+
+I<description> is a free-text field passed to the gateway.  It defaults to
+"Internet services".
+
+If an I<invnum> is specified, this payment (if successful) is applied to the
+specified invoice.  If you don't specify an I<invnum> you might want to
+call the B<apply_payments> method.
+
+I<quiet> can be set true to surpress email decline notices.
+
+I<paynum_ref> can be set to a scalar reference.  It will be filled in with the
+resulting paynum, if any.
+
+I<payunique> is a unique identifier for this payment.
+
+(moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
+
+=cut
+
+sub realtime_bop {
+  my( $self, $method, $amount, %options ) = @_;
+  if ( $DEBUG ) {
+    warn "$me realtime_bop: $method $amount\n";
+    warn "  $_ => $options{$_}\n" foreach keys %options;
+  }
+
+  $options{'description'} ||= 'Internet services';
+
+  return $self->fake_bop($method, $amount, %options) if $options{'fake'};
+
+  eval "use Business::OnlinePayment";  
+  die $@ if $@;
+
+  my $payinfo = exists($options{'payinfo'})
+                  ? $options{'payinfo'}
+                  : $self->payinfo;
+
+  my %method2payby = (
+    'CC'     => 'CARD',
+    'ECHECK' => 'CHEK',
+    'LEC'    => 'LECB',
+  );
+
+  ###
+  # check for banned credit card/ACH
+  ###
+
+  my $ban = qsearchs('banned_pay', {
+    'payby'   => $method2payby{$method},
+    'payinfo' => md5_base64($payinfo),
+  } );
+  return "Banned credit card" if $ban;
+
+  ###
+  # select a gateway
+  ###
+
+  my $taxclass = '';
+  if ( $options{'invnum'} ) {
+    my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
+    die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
+    my @taxclasses =
+      map  { $_->part_pkg->taxclass }
+      grep { $_ }
+      map  { $_->cust_pkg }
+      $cust_bill->cust_bill_pkg;
+    unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
+                                                           #different taxclasses
+      $taxclass = $taxclasses[0];
+    }
+  }
+
+  #look for an agent gateway override first
+  my $cardtype;
+  if ( $method eq 'CC' ) {
+    $cardtype = cardtype($payinfo);
+  } elsif ( $method eq 'ECHECK' ) {
+    $cardtype = 'ACH';
+  } else {
+    $cardtype = $method;
+  }
+
+  my $override =
+       qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                           cardtype => $cardtype,
+                                           taxclass => $taxclass,       } )
+    || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                           cardtype => '',
+                                           taxclass => $taxclass,       } )
+    || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                           cardtype => $cardtype,
+                                           taxclass => '',              } )
+    || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                           cardtype => '',
+                                           taxclass => '',              } );
+
+  my $payment_gateway = '';
+  my( $processor, $login, $password, $action, @bop_options );
+  if ( $override ) { #use a payment gateway override
+
+    $payment_gateway = $override->payment_gateway;
+
+    $processor   = $payment_gateway->gateway_module;
+    $login       = $payment_gateway->gateway_username;
+    $password    = $payment_gateway->gateway_password;
+    $action      = $payment_gateway->gateway_action;
+    @bop_options = $payment_gateway->options;
+
+  } else { #use the standard settings from the config
+
+    ( $processor, $login, $password, $action, @bop_options ) =
+      $self->default_payment_gateway($method);
+
+  }
+
+  ###
+  # massage data
+  ###
+
+  my $address = exists($options{'address1'})
+                    ? $options{'address1'}
+                    : $self->address1;
+  my $address2 = exists($options{'address2'})
+                    ? $options{'address2'}
+                    : $self->address2;
+  $address .= ", ". $address2 if length($address2);
+
+  my $o_payname = exists($options{'payname'})
+                    ? $options{'payname'}
+                    : $self->payname;
+  my($payname, $payfirst, $paylast);
+  if ( $o_payname && $method ne 'ECHECK' ) {
+    ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
+      or return "Illegal payname $payname";
+    ($payfirst, $paylast) = ($1, $2);
+  } else {
+    $payfirst = $self->getfield('first');
+    $paylast = $self->getfield('last');
+    $payname =  "$payfirst $paylast";
+  }
+
+  my @invoicing_list = $self->invoicing_list_emailonly;
+  if ( $conf->exists('emailinvoiceautoalways')
+       || $conf->exists('emailinvoiceauto') && ! @invoicing_list
+       || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
+    push @invoicing_list, $self->all_emails;
+  }
+
+  my $email = ($conf->exists('business-onlinepayment-email-override'))
+              ? $conf->config('business-onlinepayment-email-override')
+              : $invoicing_list[0];
+
+  my %content = ();
+
+  my $payip = exists($options{'payip'})
+                ? $options{'payip'}
+                : $self->payip;
+  $content{customer_ip} = $payip
+    if length($payip);
+
+  $content{invoice_number} = $options{'invnum'}
+    if exists($options{'invnum'}) && length($options{'invnum'});
+
+  $content{email_customer} = 
+    (    $conf->exists('business-onlinepayment-email_customer')
+      || $conf->exists('business-onlinepayment-email-override') );
+      
+  my $paydate = '';
+  if ( $method eq 'CC' ) { 
+
+    $content{card_number} = $payinfo;
+    $paydate = exists($options{'paydate'})
+                    ? $options{'paydate'}
+                    : $self->paydate;
+    $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
+    $content{expiration} = "$2/$1";
+
+    my $paycvv = exists($options{'paycvv'})
+                   ? $options{'paycvv'}
+                   : $self->paycvv;
+    $content{cvv2} = $paycvv
+      if length($paycvv);
+
+    my $paystart_month = exists($options{'paystart_month'})
+                           ? $options{'paystart_month'}
+                           : $self->paystart_month;
+
+    my $paystart_year  = exists($options{'paystart_year'})
+                           ? $options{'paystart_year'}
+                           : $self->paystart_year;
+
+    $content{card_start} = "$paystart_month/$paystart_year"
+      if $paystart_month && $paystart_year;
+
+    my $payissue       = exists($options{'payissue'})
+                           ? $options{'payissue'}
+                           : $self->payissue;
+    $content{issue_number} = $payissue if $payissue;
+
+    $content{recurring_billing} = 'YES'
+      if qsearch('cust_pay', { 'custnum' => $self->custnum,
+                               'payby'   => 'CARD',
+                               'payinfo' => $payinfo,
+                             } )
+      || qsearch('cust_pay', { 'custnum' => $self->custnum,
+                               'payby'   => 'CARD',
+                               'paymask' => $self->mask_payinfo('CARD', $payinfo),
+                             } );
+
+
+  } elsif ( $method eq 'ECHECK' ) {
+    ( $content{account_number}, $content{routing_code} ) =
+      split('@', $payinfo);
+    $content{bank_name} = $o_payname;
+    $content{bank_state} = exists($options{'paystate'})
+                             ? $options{'paystate'}
+                             : $self->getfield('paystate');
+    $content{account_type} = exists($options{'paytype'})
+                               ? uc($options{'paytype'}) || 'CHECKING'
+                               : uc($self->getfield('paytype')) || 'CHECKING';
+    $content{account_name} = $payname;
+    $content{customer_org} = $self->company ? 'B' : 'I';
+    $content{state_id}       = exists($options{'stateid'})
+                                 ? $options{'stateid'}
+                                 : $self->getfield('stateid');
+    $content{state_id_state} = exists($options{'stateid_state'})
+                                 ? $options{'stateid_state'}
+                                 : $self->getfield('stateid_state');
+    $content{customer_ssn} = exists($options{'ss'})
+                               ? $options{'ss'}
+                               : $self->ss;
+  } elsif ( $method eq 'LEC' ) {
+    $content{phone} = $payinfo;
+  }
+
+  ###
+  # run transaction(s)
+  ###
+
+  my $balance = exists( $options{'balance'} )
+                  ? $options{'balance'}
+                  : $self->balance;
+
+  $self->select_for_update; #mutex ... just until we get our pending record in
+
+  #the checks here are intended to catch concurrent payments
+  #double-form-submission prevention is taken care of in cust_pay_pending::check
+
+  #check the balance
+  return "The customer's balance has changed; $method transaction aborted."
+    if $self->balance < $balance;
+    #&& $self->balance < $amount; #might as well anyway?
+
+  #also check and make sure there aren't *other* pending payments for this cust
+
+  my @pending = qsearch('cust_pay_pending', {
+    'custnum' => $self->custnum,
+    'status'  => { op=>'!=', value=>'done' } 
+  });
+  return "A payment is already being processed for this customer (".
+         join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
+         "); $method transaction aborted."
+    if scalar(@pending);
+
+  #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
+
+  my $cust_pay_pending = new FS::cust_pay_pending {
+    'custnum'    => $self->custnum,
+    #'invnum'     => $options{'invnum'},
+    'paid'       => $amount,
+    '_date'      => '',
+    'payby'      => $method2payby{$method},
+    'payinfo'    => $payinfo,
+    'paydate'    => $paydate,
+    'status'     => 'new',
+    'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
+  };
+  $cust_pay_pending->payunique( $options{payunique} )
+    if defined($options{payunique}) && length($options{payunique});
+  my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
+  return $cpp_new_err if $cpp_new_err;
+
+  my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
+
+  my $transaction = new Business::OnlinePayment( $processor, @bop_options );
+  $transaction->content(
+    'type'           => $method,
+    'login'          => $login,
+    'password'       => $password,
+    'action'         => $action1,
+    'description'    => $options{'description'},
+    'amount'         => $amount,
+    #'invoice_number' => $options{'invnum'},
+    'customer_id'    => $self->custnum,
+    'last_name'      => $paylast,
+    'first_name'     => $payfirst,
+    'name'           => $payname,
+    'address'        => $address,
+    'city'           => ( exists($options{'city'})
+                            ? $options{'city'}
+                            : $self->city          ),
+    'state'          => ( exists($options{'state'})
+                            ? $options{'state'}
+                            : $self->state          ),
+    'zip'            => ( exists($options{'zip'})
+                            ? $options{'zip'}
+                            : $self->zip          ),
+    'country'        => ( exists($options{'country'})
+                            ? $options{'country'}
+                            : $self->country          ),
+    'referer'        => 'http://cleanwhisker.420.am/',
+    'email'          => $email,
+    'phone'          => $self->daytime || $self->night,
+    %content, #after
+  );
+
+  $cust_pay_pending->status('pending');
+  my $cpp_pending_err = $cust_pay_pending->replace;
+  return $cpp_pending_err if $cpp_pending_err;
+
+  #config?
+  my $BOP_TESTING = 0;
+  my $BOP_TESTING_SUCCESS = 1;
+
+  unless ( $BOP_TESTING ) {
+    $transaction->submit();
+  } else {
+    if ( $BOP_TESTING_SUCCESS ) {
+      $transaction->is_success(1);
+      $transaction->authorization('fake auth');
+    } else {
+      $transaction->is_success(0);
+      $transaction->error_message('fake failure');
+    }
+  }
+
+  if ( $transaction->is_success() && $action2 ) {
+
+    $cust_pay_pending->status('authorized');
+    my $cpp_authorized_err = $cust_pay_pending->replace;
+    return $cpp_authorized_err if $cpp_authorized_err;
+
+    my $auth = $transaction->authorization;
+    my $ordernum = $transaction->can('order_number')
+                   ? $transaction->order_number
+                   : '';
+
+    my $capture =
+      new Business::OnlinePayment( $processor, @bop_options );
+
+    my %capture = (
+      %content,
+      type           => $method,
+      action         => $action2,
+      login          => $login,
+      password       => $password,
+      order_number   => $ordernum,
+      amount         => $amount,
+      authorization  => $auth,
+      description    => $options{'description'},
+    );
+
+    foreach my $field (qw( authorization_source_code returned_ACI
+                           transaction_identifier validation_code           
+                           transaction_sequence_num local_transaction_date    
+                           local_transaction_time AVS_result_code          )) {
+      $capture{$field} = $transaction->$field() if $transaction->can($field);
+    }
+
+    $capture->content( %capture );
+
+    $capture->submit();
+
+    unless ( $capture->is_success ) {
+      my $e = "Authorization successful but capture failed, custnum #".
+              $self->custnum. ': '.  $capture->result_code.
+              ": ". $capture->error_message;
+      warn $e;
+      return $e;
+    }
+
+  }
+
+  $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
+  my $cpp_captured_err = $cust_pay_pending->replace;
+  return $cpp_captured_err if $cpp_captured_err;
+
+  ###
+  # remove paycvv after initial transaction
+  ###
+
+  #false laziness w/misc/process/payment.cgi - check both to make sure working
+  # correctly
+  if ( defined $self->dbdef_table->column('paycvv')
+       && length($self->paycvv)
+       && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
+  ) {
+    my $error = $self->remove_cvv;
+    if ( $error ) {
+      warn "WARNING: error removing cvv: $error\n";
+    }
+  }
+
+  ###
+  # result handling
+  ###
+
+  if ( $transaction->is_success() ) {
+
+    my $paybatch = '';
+    if ( $payment_gateway ) { # agent override
+      $paybatch = $payment_gateway->gatewaynum. '-';
+    }
+
+    $paybatch .= "$processor:". $transaction->authorization;
+
+    $paybatch .= ':'. $transaction->order_number
+      if $transaction->can('order_number')
+      && length($transaction->order_number);
+
+    my $cust_pay = new FS::cust_pay ( {
+       'custnum'  => $self->custnum,
+       'invnum'   => $options{'invnum'},
+       'paid'     => $amount,
+       '_date'    => '',
+       'payby'    => $method2payby{$method},
+       'payinfo'  => $payinfo,
+       'paybatch' => $paybatch,
+       'paydate'  => $paydate,
+    } );
+    #doesn't hurt to know, even though the dup check is in cust_pay_pending now
+    $cust_pay->payunique( $options{payunique} )
+      if defined($options{payunique}) && length($options{payunique});
+
+    my $oldAutoCommit = $FS::UID::AutoCommit;
+    local $FS::UID::AutoCommit = 0;
+    my $dbh = dbh;
+
+    #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
+
+    my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
+
+    if ( $error ) {
+      $cust_pay->invnum(''); #try again with no specific invnum
+      my $error2 = $cust_pay->insert( $options{'manual'} ?
+                                      ( 'manual' => 1 ) : ()
+                                    );
+      if ( $error2 ) {
+        # gah.  but at least we have a record of the state we had to abort in
+        # from cust_pay_pending now.
+        my $e = "WARNING: $method captured but payment not recorded - ".
+                "error inserting payment ($processor): $error2".
+                " (previously tried insert with invnum #$options{'invnum'}" .
+                ": $error ) - pending payment saved as paypendingnum ".
+                $cust_pay_pending->paypendingnum. "\n";
+        warn $e;
+        return $e;
+      }
+    }
+
+    if ( $options{'paynum_ref'} ) {
+      ${ $options{'paynum_ref'} } = $cust_pay->paynum;
+    }
+
+    $cust_pay_pending->status('done');
+    $cust_pay_pending->statustext('captured');
+    my $cpp_done_err = $cust_pay_pending->replace;
+
+    if ( $cpp_done_err ) {
+
+      $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
+      my $e = "WARNING: $method captured but payment not recorded - ".
+              "error updating status for paypendingnum ".
+              $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
+      warn $e;
+      return $e;
+
+    } else {
+
+      $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+      return ''; #no error
+
+    }
+
+  } else {
+
+    my $perror = "$processor error: ". $transaction->error_message;
+
+    unless ( $transaction->error_message ) {
+
+      my $t_response;
+      if ( $transaction->can('response_page') ) {
+        $t_response = {
+                        'page'    => ( $transaction->can('response_page')
+                                         ? $transaction->response_page
+                                         : ''
+                                     ),
+                        'code'    => ( $transaction->can('response_code')
+                                         ? $transaction->response_code
+                                         : ''
+                                     ),
+                        'headers' => ( $transaction->can('response_headers')
+                                         ? $transaction->response_headers
+                                         : ''
+                                     ),
+                      };
+      } else {
+        $t_response .=
+          "No additional debugging information available for $processor";
+      }
+
+      $perror .= "No error_message returned from $processor -- ".
+                 ( ref($t_response) ? Dumper($t_response) : $t_response );
+
+    }
+
+    if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
+         && $conf->exists('emaildecline')
+         && grep { $_ ne 'POST' } $self->invoicing_list
+         && ! grep { $transaction->error_message =~ /$_/ }
+                   $conf->config('emaildecline-exclude')
+    ) {
+      my @templ = $conf->config('declinetemplate');
+      my $template = new Text::Template (
+        TYPE   => 'ARRAY',
+        SOURCE => [ map "$_\n", @templ ],
+      ) or return "($perror) can't create template: $Text::Template::ERROR";
+      $template->compile()
+        or return "($perror) can't compile template: $Text::Template::ERROR";
+
+      my $templ_hash = { error => $transaction->error_message };
+
+      my $error = send_email(
+        'from'    => $conf->config('invoice_from'),
+        'to'      => [ grep { $_ ne 'POST' } $self->invoicing_list ],
+        'subject' => 'Your payment could not be processed',
+        'body'    => [ $template->fill_in(HASH => $templ_hash) ],
+      );
+
+      $perror .= " (also received error sending decline notification: $error)"
+        if $error;
+
+    }
+
+    $cust_pay_pending->status('done');
+    $cust_pay_pending->statustext("declined: $perror");
+    my $cpp_done_err = $cust_pay_pending->replace;
+    if ( $cpp_done_err ) {
+      my $e = "WARNING: $method declined but pending payment not resolved - ".
+              "error updating status for paypendingnum ".
+              $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
+      warn $e;
+      $perror = "$e ($perror)";
+    }
+
+    return $perror;
+  }
+
+}
+
+=item fake_bop
+
+=cut
+
+sub fake_bop {
+  my( $self, $method, $amount, %options ) = @_;
+
+  if ( $options{'fake_failure'} ) {
+     return "Error: No error; test failure requested with fake_failure";
+  }
+
+  my %method2payby = (
+    'CC'     => 'CARD',
+    'ECHECK' => 'CHEK',
+    'LEC'    => 'LECB',
+  );
+
+  #my $paybatch = '';
+  #if ( $payment_gateway ) { # agent override
+  #  $paybatch = $payment_gateway->gatewaynum. '-';
+  #}
+  #
+  #$paybatch .= "$processor:". $transaction->authorization;
+  #
+  #$paybatch .= ':'. $transaction->order_number
+  #  if $transaction->can('order_number')
+  #  && length($transaction->order_number);
+
+  my $paybatch = 'FakeProcessor:54:32';
+
+  my $cust_pay = new FS::cust_pay ( {
+     'custnum'  => $self->custnum,
+     'invnum'   => $options{'invnum'},
+     'paid'     => $amount,
+     '_date'    => '',
+     'payby'    => $method2payby{$method},
+     #'payinfo'  => $payinfo,
+     'payinfo'  => '4111111111111111',
+     'paybatch' => $paybatch,
+     #'paydate'  => $paydate,
+     'paydate'  => '2012-05-01',
+  } );
+  $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
+
+  my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
+
+  if ( $error ) {
+    $cust_pay->invnum(''); #try again with no specific invnum
+    my $error2 = $cust_pay->insert( $options{'manual'} ?
+                                    ( 'manual' => 1 ) : ()
+                                  );
+    if ( $error2 ) {
+      # gah, even with transactions.
+      my $e = 'WARNING: Card/ACH debited but database not updated - '.
+              "error inserting (fake!) payment: $error2".
+              " (previously tried insert with invnum #$options{'invnum'}" .
+              ": $error )";
+      warn $e;
+      return $e;
+    }
+  }
+
+  if ( $options{'paynum_ref'} ) {
+    ${ $options{'paynum_ref'} } = $cust_pay->paynum;
+  }
+
+  return ''; #no error
+
+}
+
+=item default_payment_gateway
+
+=cut
+
+sub default_payment_gateway {
+  my( $self, $method ) = @_;
+
+  die "Real-time processing not enabled\n"
+    unless $conf->exists('business-onlinepayment');
+
+  #load up config
+  my $bop_config = 'business-onlinepayment';
+  $bop_config .= '-ach'
+    if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
+  my ( $processor, $login, $password, $action, @bop_options ) =
+    $conf->config($bop_config);
+  $action ||= 'normal authorization';
+  pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
+  die "No real-time processor is enabled - ".
+      "did you set the business-onlinepayment configuration value?\n"
+    unless $processor;
+
+  ( $processor, $login, $password, $action, @bop_options )
+}
+
+=item remove_cvv
+
+Removes the I<paycvv> field from the database directly.
+
+If there is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub remove_cvv {
+  my $self = shift;
+  my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
+    or return dbh->errstr;
+  $sth->execute($self->custnum)
+    or return $sth->errstr;
+  $self->paycvv('');
+  '';
+}
+
+=item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
+
+Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
+via a Business::OnlinePayment realtime gateway.  See
+L<http://420.am/business-onlinepayment> for supported gateways.
+
+Available methods are: I<CC>, I<ECHECK> and I<LEC>
+
+Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
+
+Most gateways require a reference to an original payment transaction to refund,
+so you probably need to specify a I<paynum>.
+
+I<amount> defaults to the original amount of the payment if not specified.
+
+I<reason> specifies a reason for the refund.
+
+I<paydate> specifies the expiration date for a credit card overriding the
+value from the customer record or the payment record. Specified as yyyy-mm-dd
+
+Implementation note: If I<amount> is unspecified or equal to the amount of the
+orignal payment, first an attempt is made to "void" the transaction via
+the gateway (to cancel a not-yet settled transaction) and then if that fails,
+the normal attempt is made to "refund" ("credit") the transaction via the
+gateway is attempted.
+
+#The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
+#I<zip>, I<payinfo> and I<paydate> are also available.  Any of these options,
+#if set, will override the value from the customer record.
+
+#If an I<invnum> is specified, this payment (if successful) is applied to the
+#specified invoice.  If you don't specify an I<invnum> you might want to
+#call the B<apply_payments> method.
+
+=cut
+
+#some false laziness w/realtime_bop, not enough to make it worth merging
+#but some useful small subs should be pulled out
+sub realtime_refund_bop {
+  my( $self, $method, %options ) = @_;
+  if ( $DEBUG ) {
+    warn "$me realtime_refund_bop: $method refund\n";
+    warn "  $_ => $options{$_}\n" foreach keys %options;
+  }
+
+  eval "use Business::OnlinePayment";  
+  die $@ if $@;
+
+  ###
+  # look up the original payment and optionally a gateway for that payment
+  ###
+
+  my $cust_pay = '';
+  my $amount = $options{'amount'};
+
+  my( $processor, $login, $password, @bop_options ) ;
+  my( $auth, $order_number ) = ( '', '', '' );
+
+  if ( $options{'paynum'} ) {
+
+    warn "  paynum: $options{paynum}\n" if $DEBUG > 1;
+    $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
+      or return "Unknown paynum $options{'paynum'}";
+    $amount ||= $cust_pay->paid;
+
+    $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
+      or return "Can't parse paybatch for paynum $options{'paynum'}: ".
+                $cust_pay->paybatch;
+    my $gatewaynum = '';
+    ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
+
+    if ( $gatewaynum ) { #gateway for the payment to be refunded
+
+      my $payment_gateway =
+        qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
+      die "payment gateway $gatewaynum not found"
+        unless $payment_gateway;
+
+      $processor   = $payment_gateway->gateway_module;
+      $login       = $payment_gateway->gateway_username;
+      $password    = $payment_gateway->gateway_password;
+      @bop_options = $payment_gateway->options;
+
+    } else { #try the default gateway
+
+      my( $conf_processor, $unused_action );
+      ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
+        $self->default_payment_gateway($method);
+
+      return "processor of payment $options{'paynum'} $processor does not".
+             " match default processor $conf_processor"
+        unless $processor eq $conf_processor;
+
+    }
+
+
+  } else { # didn't specify a paynum, so look for agent gateway overrides
+           # like a normal transaction 
+
+    my $cardtype;
+    if ( $method eq 'CC' ) {
+      $cardtype = cardtype($self->payinfo);
+    } elsif ( $method eq 'ECHECK' ) {
+      $cardtype = 'ACH';
+    } else {
+      $cardtype = $method;
+    }
+    my $override =
+           qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                               cardtype => $cardtype,
+                                               taxclass => '',              } )
+        || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
+                                               cardtype => '',
+                                               taxclass => '',              } );
+
+    if ( $override ) { #use a payment gateway override
+ 
+      my $payment_gateway = $override->payment_gateway;
+
+      $processor   = $payment_gateway->gateway_module;
+      $login       = $payment_gateway->gateway_username;
+      $password    = $payment_gateway->gateway_password;
+      #$action      = $payment_gateway->gateway_action;
+      @bop_options = $payment_gateway->options;
+
+    } else { #use the standard settings from the config
+
+      my $unused_action;
+      ( $processor, $login, $password, $unused_action, @bop_options ) =
+        $self->default_payment_gateway($method);
+
+    }
+
+  }
+  return "neither amount nor paynum specified" unless $amount;
+
+  my %content = (
+    'type'           => $method,
+    'login'          => $login,
+    'password'       => $password,
+    'order_number'   => $order_number,
+    'amount'         => $amount,
+    'referer'        => 'http://cleanwhisker.420.am/',
+  );
+  $content{authorization} = $auth
+    if length($auth); #echeck/ACH transactions have an order # but no auth
+                      #(at least with authorize.net)
+
+  my $disable_void_after;
+  if ($conf->exists('disable_void_after')
+      && $conf->config('disable_void_after') =~ /^(\d+)$/) {
+    $disable_void_after = $1;
+  }
+
+  #first try void if applicable
+  if ( $cust_pay && $cust_pay->paid == $amount
+    && (
+      ( not defined($disable_void_after) )
+      || ( time < ($cust_pay->_date + $disable_void_after ) )
+    )
+  ) {
+    warn "  attempting void\n" if $DEBUG > 1;
+    my $void = new Business::OnlinePayment( $processor, @bop_options );
+    $void->content( 'action' => 'void', %content );
+    $void->submit();
+    if ( $void->is_success ) {
+      my $error = $cust_pay->void($options{'reason'});
+      if ( $error ) {
+        # gah, even with transactions.
+        my $e = 'WARNING: Card/ACH voided but database not updated - '.
+                "error voiding payment: $error";
+        warn $e;
+        return $e;
+      }
+      warn "  void successful\n" if $DEBUG > 1;
+      return '';
+    }
+  }
+
+  warn "  void unsuccessful, trying refund\n"
+    if $DEBUG > 1;
+
+  #massage data
+  my $address = $self->address1;
+  $address .= ", ". $self->address2 if $self->address2;
+
+  my($payname, $payfirst, $paylast);
+  if ( $self->payname && $method ne 'ECHECK' ) {
+    $payname = $self->payname;
+    $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
+      or return "Illegal payname $payname";
+    ($payfirst, $paylast) = ($1, $2);
+  } else {
+    $payfirst = $self->getfield('first');
+    $paylast = $self->getfield('last');
+    $payname =  "$payfirst $paylast";
+  }
+
+  my @invoicing_list = $self->invoicing_list_emailonly;
+  if ( $conf->exists('emailinvoiceautoalways')
+       || $conf->exists('emailinvoiceauto') && ! @invoicing_list
+       || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
+    push @invoicing_list, $self->all_emails;
+  }
+
+  my $email = ($conf->exists('business-onlinepayment-email-override'))
+              ? $conf->config('business-onlinepayment-email-override')
+              : $invoicing_list[0];
+
+  my $payip = exists($options{'payip'})
+                ? $options{'payip'}
+                : $self->payip;
+  $content{customer_ip} = $payip
+    if length($payip);
+
+  my $payinfo = '';
+  if ( $method eq 'CC' ) {
+
+    if ( $cust_pay ) {
+      $content{card_number} = $payinfo = $cust_pay->payinfo;
+      (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
+        =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
+        ($content{expiration} = "$2/$1");  # where available
+    } else {
+      $content{card_number} = $payinfo = $self->payinfo;
+      (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
+        =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
+      $content{expiration} = "$2/$1";
+    }
+
+  } elsif ( $method eq 'ECHECK' ) {
+
+    if ( $cust_pay ) {
+      $payinfo = $cust_pay->payinfo;
+    } else {
+      $payinfo = $self->payinfo;
+    } 
+    ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
+    $content{bank_name} = $self->payname;
+    $content{account_type} = 'CHECKING';
+    $content{account_name} = $payname;
+    $content{customer_org} = $self->company ? 'B' : 'I';
+    $content{customer_ssn} = $self->ss;
+  } elsif ( $method eq 'LEC' ) {
+    $content{phone} = $payinfo = $self->payinfo;
+  }
+
+  #then try refund
+  my $refund = new Business::OnlinePayment( $processor, @bop_options );
+  my %sub_content = $refund->content(
+    'action'         => 'credit',
+    'customer_id'    => $self->custnum,
+    'last_name'      => $paylast,
+    'first_name'     => $payfirst,
+    'name'           => $payname,
+    'address'        => $address,
+    'city'           => $self->city,
+    'state'          => $self->state,
+    'zip'            => $self->zip,
+    'country'        => $self->country,
+    'email'          => $email,
+    'phone'          => $self->daytime || $self->night,
+    %content, #after
+  );
+  warn join('', map { "  $_ => $sub_content{$_}\n" } keys %sub_content )
+    if $DEBUG > 1;
+  $refund->submit();
+
+  return "$processor error: ". $refund->error_message
+    unless $refund->is_success();
+
+  my %method2payby = (
+    'CC'     => 'CARD',
+    'ECHECK' => 'CHEK',
+    'LEC'    => 'LECB',
+  );
+
+  my $paybatch = "$processor:". $refund->authorization;
+  $paybatch .= ':'. $refund->order_number
+    if $refund->can('order_number') && $refund->order_number;
+
+  while ( $cust_pay && $cust_pay->unapplied < $amount ) {
+    my @cust_bill_pay = $cust_pay->cust_bill_pay;
+    last unless @cust_bill_pay;
+    my $cust_bill_pay = pop @cust_bill_pay;
+    my $error = $cust_bill_pay->delete;
+    last if $error;
+  }
+
+  my $cust_refund = new FS::cust_refund ( {
+    'custnum'  => $self->custnum,
+    'paynum'   => $options{'paynum'},
+    'refund'   => $amount,
+    '_date'    => '',
+    'payby'    => $method2payby{$method},
+    'payinfo'  => $payinfo,
+    'paybatch' => $paybatch,
+    'reason'   => $options{'reason'} || 'card or ACH refund',
+  } );
+  my $error = $cust_refund->insert;
+  if ( $error ) {
+    $cust_refund->paynum(''); #try again with no specific paynum
+    my $error2 = $cust_refund->insert;
+    if ( $error2 ) {
+      # gah, even with transactions.
+      my $e = 'WARNING: Card/ACH refunded but database not updated - '.
+              "error inserting refund ($processor): $error2".
+              " (previously tried insert with paynum #$options{'paynum'}" .
+              ": $error )";
+      warn $e;
+      return $e;
+    }
+  }
+
+  ''; #no error
+
+}
+
+=item batch_card OPTION => VALUE...
+
+Adds a payment for this invoice to the pending credit card batch (see
+L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
+runs the payment using a realtime gateway.
+
+=cut
+
+sub batch_card {
+  my ($self, %options) = @_;
+
+  my $amount;
+  if (exists($options{amount})) {
+    $amount = $options{amount};
+  }else{
+    $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
+  }
+  return '' unless $amount > 0;
+  
+  my $invnum = delete $options{invnum};
+  my $payby = $options{invnum} || $self->payby;  #dubious
+
+  if ($options{'realtime'}) {
+    return $self->realtime_bop( FS::payby->payby2bop($self->payby),
+                                $amount,
+                                %options,
+                              );
+  }
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  #this needs to handle mysql as well as Pg, like svc_acct.pm
+  #(make it into a common function if folks need to do batching with mysql)
+  $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
+    or return "Cannot lock pay_batch: " . $dbh->errstr;
+
+  my %pay_batch = (
+    'status' => 'O',
+    'payby'  => FS::payby->payby2payment($payby),
+  );
+
+  my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
+
+  unless ( $pay_batch ) {
+    $pay_batch = new FS::pay_batch \%pay_batch;
+    my $error = $pay_batch->insert;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      die "error creating new batch: $error\n";
+    }
+  }
+
+  my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
+      'batchnum' => $pay_batch->batchnum,
+      'custnum'  => $self->custnum,
+  } );
+
+  foreach (qw( address1 address2 city state zip country payby payinfo paydate
+               payname )) {
+    $options{$_} = '' unless exists($options{$_});
+  }
+
+  my $cust_pay_batch = new FS::cust_pay_batch ( {
+    'batchnum' => $pay_batch->batchnum,
+    'invnum'   => $invnum || 0,                    # is there a better value?
+                                                   # this field should be
+                                                   # removed...
+                                                   # cust_bill_pay_batch now
+    'custnum'  => $self->custnum,
+    'last'     => $self->getfield('last'),
+    'first'    => $self->getfield('first'),
+    'address1' => $options{address1} || $self->address1,
+    'address2' => $options{address2} || $self->address2,
+    'city'     => $options{city}     || $self->city,
+    'state'    => $options{state}    || $self->state,
+    'zip'      => $options{zip}      || $self->zip,
+    'country'  => $options{country}  || $self->country,
+    'payby'    => $options{payby}    || $self->payby,
+    'payinfo'  => $options{payinfo}  || $self->payinfo,
+    'exp'      => $options{paydate}  || $self->paydate,
+    'payname'  => $options{payname}  || $self->payname,
+    'amount'   => $amount,                         # consolidating
+  } );
+  
+  $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
+    if $old_cust_pay_batch;
+
+  my $error;
+  if ($old_cust_pay_batch) {
+    $error = $cust_pay_batch->replace($old_cust_pay_batch)
+  } else {
+    $error = $cust_pay_batch->insert;
+  }
+
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    die $error;
+  }
+
+  my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
+  foreach my $cust_bill ($self->open_cust_bill) {
+    #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
+      'invnum' => $cust_bill->invnum,
+      'paybatchnum' => $cust_pay_batch->paybatchnum,
+      'amount' => $cust_bill->owed,
+      '_date' => time,
+    };
+    if ($unapplied >= $cust_bill_pay_batch->amount){
+      $unapplied -= $cust_bill_pay_batch->amount;
+      next;
+    }else{
+      $cust_bill_pay_batch->amount(sprintf ( "%.2f", 
+                                   $cust_bill_pay_batch->amount - $unapplied ));      $unapplied = 0;
+    }
+    $error = $cust_bill_pay_batch->insert;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      die $error;
+    }
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+}
+
+=item total_owed
+
+Returns the total owed for this customer on all invoices
+(see L<FS::cust_bill/owed>).
+
+=cut
+
+sub total_owed {
+  my $self = shift;
+  $self->total_owed_date(2145859200); #12/31/2037
+}
+
+=item total_owed_date TIME
+
+Returns the total owed for this customer on all invoices with date earlier than
+TIME.  TIME is specified as a UNIX timestamp; see L<perlfunc/"time">).  Also
+see L<Time::Local> and L<Date::Parse> for conversion functions.
+
+=cut
+
+sub total_owed_date {
+  my $self = shift;
+  my $time = shift;
+  my $total_bill = 0;
+  foreach my $cust_bill (
+    grep { $_->_date <= $time }
+      qsearch('cust_bill', { 'custnum' => $self->custnum, } )
+  ) {
+    $total_bill += $cust_bill->owed;
+  }
+  sprintf( "%.2f", $total_bill );
+}
+
+=item apply_payments_and_credits
+
+Applies unapplied payments and credits.
+
+In most cases, this new method should be used in place of sequential
+apply_payments and apply_credits methods.
+
+If there is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub apply_payments_and_credits {
+  my $self = shift;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  foreach my $cust_bill ( $self->open_cust_bill ) {
+    my $error = $cust_bill->apply_payments_and_credits;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "Error applying: $error";
+    }
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  ''; #no error
+
+}
+
+=item apply_credits OPTION => VALUE ...
+
+Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
+to outstanding invoice balances in chronological order (or reverse
+chronological order if the I<order> option is set to B<newest>) and returns the
+value of any remaining unapplied credits available for refund (see
+L<FS::cust_refund>).
+
+Dies if there is an error.
+
+=cut
+
+sub apply_credits {
+  my $self = shift;
+  my %opt = @_;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  unless ( $self->total_credited ) {
+    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    return 0;
+  }
+
+  my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
+      qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
+
+  my @invoices = $self->open_cust_bill;
+  @invoices = sort { $b->_date <=> $a->_date } @invoices
+    if defined($opt{'order'}) && $opt{'order'} eq 'newest';
+
+  my $credit;
+  foreach my $cust_bill ( @invoices ) {
+    my $amount;
+
+    if ( !defined($credit) || $credit->credited == 0) {
+      $credit = pop @credits or last;
+    }
+
+    if ($cust_bill->owed >= $credit->credited) {
+      $amount=$credit->credited;
+    }else{
+      $amount=$cust_bill->owed;
+    }
+    
+    my $cust_credit_bill = new FS::cust_credit_bill ( {
+      'crednum' => $credit->crednum,
+      'invnum'  => $cust_bill->invnum,
+      'amount'  => $amount,
+    } );
+    my $error = $cust_credit_bill->insert;
+    if ( $error ) {
+      $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
+      die $error;
+    }
+    
+    redo if ($cust_bill->owed > 0);
+
+  }
+
+  my $total_credited = $self->total_credited;
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+
+  return $total_credited;
+}
+
+=item apply_payments
+
+Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
+to outstanding invoice balances in chronological order.
+
+ #and returns the value of any remaining unapplied payments.
+
+Dies if there is an error.
+
+=cut
+
+sub apply_payments {
+  my $self = shift;
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  $self->select_for_update; #mutex
+
+  #return 0 unless
+
+  my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
+      qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
+
+  my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
+      qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
+
+  my $payment;
+
+  foreach my $cust_bill ( @invoices ) {
+    my $amount;
+
+    if ( !defined($payment) || $payment->unapplied == 0 ) {
+      $payment = pop @payments or last;
+    }
+
+    if ( $cust_bill->owed >= $payment->unapplied ) {
+      $amount = $payment->unapplied;
+    } else {
+      $amount = $cust_bill->owed;
+    }
+
+    my $cust_bill_pay = new FS::cust_bill_pay ( {
+      'paynum' => $payment->paynum,
+      'invnum' => $cust_bill->invnum,
+      'amount' => $amount,
+    } );
+    my $error = $cust_bill_pay->insert;
+    if ( $error ) {
+      $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
+      die $error;
+    }
+
+    redo if ( $cust_bill->owed > 0);
+
+  }
+
+  my $total_unapplied_payments = $self->total_unapplied_payments;
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+
+  return $total_unapplied_payments;
+}
+
+=item total_credited
+
+Returns the total outstanding credit (see L<FS::cust_credit>) for this
+customer.  See L<FS::cust_credit/credited>.
+
+=cut
+
+sub total_credited {
+  my $self = shift;
+  my $total_credit = 0;
+  foreach my $cust_credit ( qsearch('cust_credit', {
+    'custnum' => $self->custnum,
+  } ) ) {
+    $total_credit += $cust_credit->credited;
+  }
+  sprintf( "%.2f", $total_credit );
+}
+
+=item total_unapplied_payments
+
+Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
+See L<FS::cust_pay/unapplied>.
+
+=cut
+
+sub total_unapplied_payments {
+  my $self = shift;
+  my $total_unapplied = 0;
+  foreach my $cust_pay ( qsearch('cust_pay', {
+    'custnum' => $self->custnum,
+  } ) ) {
+    $total_unapplied += $cust_pay->unapplied;
+  }
+  sprintf( "%.2f", $total_unapplied );
+}
+
+=item total_unapplied_refunds
+
+Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
+customer.  See L<FS::cust_refund/unapplied>.
+
+=cut
+
+sub total_unapplied_refunds {
+  my $self = shift;
+  my $total_unapplied = 0;
+  foreach my $cust_refund ( qsearch('cust_refund', {
+    'custnum' => $self->custnum,
+  } ) ) {
+    $total_unapplied += $cust_refund->unapplied;
+  }
+  sprintf( "%.2f", $total_unapplied );
+}
+
+=item balance
+
+Returns the balance for this customer (total_owed plus total_unrefunded, minus
+total_credited minus total_unapplied_payments).
+
+=cut
+
+sub balance {
+  my $self = shift;
+  sprintf( "%.2f",
+      $self->total_owed
+    + $self->total_unapplied_refunds
+    - $self->total_credited
+    - $self->total_unapplied_payments
+  );
+}
+
+=item balance_date TIME
+
+Returns the balance for this customer, only considering invoices with date
+earlier than TIME (total_owed_date minus total_credited minus
+total_unapplied_payments).  TIME is specified as a UNIX timestamp; see
+L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion
+functions.
+
+=cut
+
+sub balance_date {
+  my $self = shift;
+  my $time = shift;
+  sprintf( "%.2f",
+        $self->total_owed_date($time)
+      + $self->total_unapplied_refunds
+      - $self->total_credited
+      - $self->total_unapplied_payments
+  );
+}
+
+=item in_transit_payments
+
+Returns the total of requests for payments for this customer pending in 
+batches in transit to the bank.  See L<FS::pay_batch> and L<FS::cust_pay_batch>
+
+=cut
+
+sub in_transit_payments {
+  my $self = shift;
+  my $in_transit_payments = 0;
+  foreach my $pay_batch ( qsearch('pay_batch', {
+    'status' => 'I',
+  } ) ) {
+    foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
+      'batchnum' => $pay_batch->batchnum,
+      'custnum' => $self->custnum,
+    } ) ) {
+      $in_transit_payments += $cust_pay_batch->amount;
+    }
+  }
+  sprintf( "%.2f", $in_transit_payments );
+}
+
+=item paydate_monthyear
+
+Returns a two-element list consisting of the month and year of this customer's
+paydate (credit card expiration date for CARD customers)
+
+=cut
+
+sub paydate_monthyear {
+  my $self = shift;
+  if ( $self->paydate  =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
+    ( $2, $1 );
+  } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
+    ( $1, $3 );
+  } else {
+    ('', '');
+  }
+}
+
+=item invoicing_list [ ARRAYREF ]
+
+If an arguement is given, sets these email addresses as invoice recipients
+(see L<FS::cust_main_invoice>).  Errors are not fatal and are not reported
+(except as warnings), so use check_invoicing_list first.
+
+Returns a list of email addresses (with svcnum entries expanded).
+
+Note: You can clear the invoicing list by passing an empty ARRAYREF.  You can
+check it without disturbing anything by passing nothing.
+
+This interface may change in the future.
+
+=cut
+
+sub invoicing_list {
+  my( $self, $arrayref ) = @_;
+
+  if ( $arrayref ) {
+    my @cust_main_invoice;
+    if ( $self->custnum ) {
+      @cust_main_invoice = 
+        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
+    } else {
+      @cust_main_invoice = ();
+    }
+    foreach my $cust_main_invoice ( @cust_main_invoice ) {
+      #warn $cust_main_invoice->destnum;
+      unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
+        #warn $cust_main_invoice->destnum;
+        my $error = $cust_main_invoice->delete;
+        warn $error if $error;
+      }
+    }
+    if ( $self->custnum ) {
+      @cust_main_invoice = 
+        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
+    } else {
+      @cust_main_invoice = ();
+    }
+    my %seen = map { $_->address => 1 } @cust_main_invoice;
+    foreach my $address ( @{$arrayref} ) {
+      next if exists $seen{$address} && $seen{$address};
+      $seen{$address} = 1;
+      my $cust_main_invoice = new FS::cust_main_invoice ( {
+        'custnum' => $self->custnum,
+        'dest'    => $address,
+      } );
+      my $error = $cust_main_invoice->insert;
+      warn $error if $error;
+    }
+  }
+  
+  if ( $self->custnum ) {
+    map { $_->address }
+      qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
+  } else {
+    ();
+  }
+
+}
+
+=item check_invoicing_list ARRAYREF
+
+Checks these arguements as valid input for the invoicing_list method.  If there
+is an error, returns the error, otherwise returns false.
+
+=cut
+
+sub check_invoicing_list {
+  my( $self, $arrayref ) = @_;
+
+  foreach my $address ( @$arrayref ) {
+
+    if ($address eq 'FAX' and $self->getfield('fax') eq '') {
+      return 'Can\'t add FAX invoice destination with a blank FAX number.';
+    }
+
+    my $cust_main_invoice = new FS::cust_main_invoice ( {
+      'custnum' => $self->custnum,
+      'dest'    => $address,
+    } );
+    my $error = $self->custnum
+                ? $cust_main_invoice->check
+                : $cust_main_invoice->checkdest
+    ;
+    return $error if $error;
+
+  }
+
+  return "Email address required"
+    if $conf->exists('cust_main-require_invoicing_list_email')
+    && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
+
+  '';
+}
+
+=item set_default_invoicing_list
+
+Sets the invoicing list to all accounts associated with this customer,
+overwriting any previous invoicing list.
+
+=cut
+
+sub set_default_invoicing_list {
+  my $self = shift;
+  $self->invoicing_list($self->all_emails);
+}
+
+=item all_emails
+
+Returns the email addresses of all accounts provisioned for this customer.
+
+=cut
+
+sub all_emails {
+  my $self = shift;
+  my %list;
+  foreach my $cust_pkg ( $self->all_pkgs ) {
+    my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
+    my @svc_acct =
+      map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
+        grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
+          @cust_svc;
+    $list{$_}=1 foreach map { $_->email } @svc_acct;
+  }
+  keys %list;
+}
+
+=item invoicing_list_addpost
+
+Adds postal invoicing to this customer.  If this customer is already configured
+to receive postal invoices, does nothing.
+
+=cut
+
+sub invoicing_list_addpost {
+  my $self = shift;
+  return if grep { $_ eq 'POST' } $self->invoicing_list;
+  my @invoicing_list = $self->invoicing_list;
+  push @invoicing_list, 'POST';
+  $self->invoicing_list(\@invoicing_list);
+}
+
+=item invoicing_list_emailonly
+
+Returns the list of email invoice recipients (invoicing_list without non-email
+destinations such as POST and FAX).
+
+=cut
+
+sub invoicing_list_emailonly {
+  my $self = shift;
+  warn "$me invoicing_list_emailonly called"
+    if $DEBUG;
+  grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
+}
+
+=item invoicing_list_emailonly_scalar
+
+Returns the list of email invoice recipients (invoicing_list without non-email
+destinations such as POST and FAX) as a comma-separated scalar.
+
+=cut
+
+sub invoicing_list_emailonly_scalar {
+  my $self = shift;
+  warn "$me invoicing_list_emailonly_scalar called"
+    if $DEBUG;
+  join(', ', $self->invoicing_list_emailonly);
+}
+
+=item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
+
+Returns an array of customers referred by this customer (referral_custnum set
+to this custnum).  If DEPTH is given, recurses up to the given depth, returning
+customers referred by customers referred by this customer and so on, inclusive.
+The default behavior is DEPTH 1 (no recursion).
+
+=cut
+
+sub referral_cust_main {
+  my $self = shift;
+  my $depth = @_ ? shift : 1;
+  my $exclude = @_ ? shift : {};
+
+  my @cust_main =
+    map { $exclude->{$_->custnum}++; $_; }
+      grep { ! $exclude->{ $_->custnum } }
+        qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
+
+  if ( $depth > 1 ) {
+    push @cust_main,
+      map { $_->referral_cust_main($depth-1, $exclude) }
+        @cust_main;
+  }
+
+  @cust_main;
+}
+
+=item referral_cust_main_ncancelled
+
+Same as referral_cust_main, except only returns customers with uncancelled
+packages.
+
+=cut
+
+sub referral_cust_main_ncancelled {
+  my $self = shift;
+  grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
+}
+
+=item referral_cust_pkg [ DEPTH ]
+
+Like referral_cust_main, except returns a flat list of all unsuspended (and
+uncancelled) packages for each customer.  The number of items in this list may
+be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
+
+=cut
+
+sub referral_cust_pkg {
+  my $self = shift;
+  my $depth = @_ ? shift : 1;
+
+  map { $_->unsuspended_pkgs }
+    grep { $_->unsuspended_pkgs }
+      $self->referral_cust_main($depth);
+}
+
+=item referring_cust_main
+
+Returns the single cust_main record for the customer who referred this customer
+(referral_custnum), or false.
+
+=cut
+
+sub referring_cust_main {
+  my $self = shift;
+  return '' unless $self->referral_custnum;
+  qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
+}
+
+=item credit AMOUNT, REASON
+
+Applies a credit to this customer.  If there is an error, returns the error,
+otherwise returns false.
+
+=cut
+
+sub credit {
+  my( $self, $amount, $reason, %options ) = @_;
+  my $cust_credit = new FS::cust_credit {
+    'custnum' => $self->custnum,
+    'amount'  => $amount,
+    'reason'  => $reason,
+  };
+  $cust_credit->insert(%options);
+}
+
+=item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
+
+Creates a one-time charge for this customer.  If there is an error, returns
+the error, otherwise returns false.
+
+=cut
+
+sub charge {
+  my $self = shift;
+  my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
+  if ( ref( $_[0] ) ) {
+    $amount     = $_[0]->{amount};
+    $quantity   = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
+    $pkg        = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
+    $comment    = exists($_[0]->{comment}) ? $_[0]->{comment}
+                                           : '$'. sprintf("%.2f",$amount);
+    $taxclass   = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
+    $classnum   = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
+    $additional = $_[0]->{additional};
+  }else{
+    $amount     = shift;
+    $quantity   = 1;
+    $pkg        = @_ ? shift : 'One-time charge';
+    $comment    = @_ ? shift : '$'. sprintf("%.2f",$amount);
+    $taxclass   = @_ ? shift : '';
+    $additional = [];
+  }
+
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
+
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+
+  my $part_pkg = new FS::part_pkg ( {
+    'pkg'      => $pkg,
+    'comment'  => $comment,
+    'plan'     => 'flat',
+    'freq'     => 0,
+    'disabled' => 'Y',
+    'classnum' => $classnum ? $classnum : '',
+    'taxclass' => $taxclass,
+  } );
+
+  my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
+                        ( 0 .. @$additional - 1 )
+                  ),
+                  'additional_count' => scalar(@$additional),
+                  'setup_fee' => $amount,
+                );
 
-  return "Unknown refnum"
-    unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
+  my $error = $part_pkg->insert( options => \%options );
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
 
-  return "Unknown referring custnum ". $self->referral_custnum
-    unless ! $self->referral_custnum 
-           || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
+  my $pkgpart = $part_pkg->pkgpart;
+  my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
+  unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
+    my $type_pkgs = new FS::type_pkgs \%type_pkgs;
+    $error = $type_pkgs->insert;
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return $error;
+    }
+  }
 
-  if ( $self->ss eq '' ) {
-    $self->ss('');
+  my $cust_pkg = new FS::cust_pkg ( {
+    'custnum'  => $self->custnum,
+    'pkgpart'  => $pkgpart,
+    'quantity' => $quantity,
+  } );
+
+  $error = $cust_pkg->insert;
+  if ( $error ) {
+    $dbh->rollback if $oldAutoCommit;
+    return $error;
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+  '';
+
+}
+
+=item cust_bill
+
+Returns all the invoices (see L<FS::cust_bill>) for this customer.
+
+=cut
+
+sub cust_bill {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch('cust_bill', { 'custnum' => $self->custnum, } )
+}
+
+=item open_cust_bill
+
+Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
+customer.
+
+=cut
+
+sub open_cust_bill {
+  my $self = shift;
+  grep { $_->owed > 0 } $self->cust_bill;
+}
+
+=item cust_credit
+
+Returns all the credits (see L<FS::cust_credit>) for this customer.
+
+=cut
+
+sub cust_credit {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
+}
+
+=item cust_pay
+
+Returns all the payments (see L<FS::cust_pay>) for this customer.
+
+=cut
+
+sub cust_pay {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
+}
+
+=item cust_pay_void
+
+Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
+
+=cut
+
+sub cust_pay_void {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
+}
+
+=item cust_pay_batch
+
+Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
+
+=cut
+
+sub cust_pay_batch {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
+}
+
+=item cust_refund
+
+Returns all the refunds (see L<FS::cust_refund>) for this customer.
+
+=cut
+
+sub cust_refund {
+  my $self = shift;
+  sort { $a->_date <=> $b->_date }
+    qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
+}
+
+=item name
+
+Returns a name string for this customer, either "Company (Last, First)" or
+"Last, First".
+
+=cut
+
+sub name {
+  my $self = shift;
+  my $name = $self->contact;
+  $name = $self->company. " ($name)" if $self->company;
+  $name;
+}
+
+=item ship_name
+
+Returns a name string for this (service/shipping) contact, either
+"Company (Last, First)" or "Last, First".
+
+=cut
+
+sub ship_name {
+  my $self = shift;
+  if ( $self->get('ship_last') ) { 
+    my $name = $self->ship_contact;
+    $name = $self->ship_company. " ($name)" if $self->ship_company;
+    $name;
   } else {
-    my $ss = $self->ss;
-    $ss =~ s/\D//g;
-    $ss =~ /^(\d{3})(\d{2})(\d{4})$/
-      or return "Illegal social security number: ". $self->ss;
-    $self->ss("$1-$2-$3");
+    $self->name;
   }
+}
 
+=item contact
 
-# bad idea to disable, causes billing to fail because of no tax rates later
-#  unless ( $import ) {
-    unless ( qsearchs('cust_main_county', {
-      'country' => $self->country,
-      'state'   => '',
-     } ) ) {
-      return "Unknown state/county/country: ".
-        $self->state. "/". $self->county. "/". $self->country
-        unless qsearchs('cust_main_county',{
-          'state'   => $self->state,
-          'county'  => $self->county,
-          'country' => $self->country,
-        } );
+Returns this customer's full (billing) contact name only, "Last, First"
+
+=cut
+
+sub contact {
+  my $self = shift;
+  $self->get('last'). ', '. $self->first;
+}
+
+=item ship_contact
+
+Returns this customer's full (shipping) contact name only, "Last, First"
+
+=cut
+
+sub ship_contact {
+  my $self = shift;
+  $self->get('ship_last')
+    ? $self->get('ship_last'). ', '. $self->ship_first
+    : $self->contact;
+}
+
+=item country_full
+
+Returns this customer's full country name
+
+=cut
+
+sub country_full {
+  my $self = shift;
+  code2country($self->country);
+}
+
+=item geocode DATA_VENDOR
+
+Returns a value for the customer location as encoded by DATA_VENDOR.
+Currently this only makes sense for "CCH" as DATA_VENDOR.
+
+=cut
+
+sub geocode {
+  my ($self, $data_vendor) = (shift, shift);  #always cch for now
+
+  my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
+               ? 'ship_'
+               : '';
+
+  my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
+    if $self->country eq 'US';
+
+  #CCH specific location stuff
+  my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
+
+  my $geocode = '';
+  my $cust_tax_location =
+    qsearchs( {
+                'table'     => 'cust_tax_location', 
+                'hashref'   => { 'zip' => $zip, 'data_vendor' => $data_vendor },
+                'extra_sql' => $extra_sql,
+              }
+            );
+  $geocode = $cust_tax_location->geocode
+    if $cust_tax_location;
+
+  $geocode;
+}
+
+=item cust_status
+
+=item status
+
+Returns a status string for this customer, currently:
+
+=over 4
+
+=item prospect - No packages have ever been ordered
+
+=item active - One or more recurring packages is active
+
+=item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
+
+=item suspended - All non-cancelled recurring packages are suspended
+
+=item cancelled - All recurring packages are cancelled
+
+=back
+
+=cut
+
+sub status { shift->cust_status(@_); }
+
+sub cust_status {
+  my $self = shift;
+  for my $status (qw( prospect active inactive suspended cancelled )) {
+    my $method = $status.'_sql';
+    my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
+    my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
+    $sth->execute( ($self->custnum) x $numnum )
+      or die "Error executing 'SELECT $sql': ". $sth->errstr;
+    return $status if $sth->fetchrow_arrayref->[0];
+  }
+}
+
+=item ucfirst_cust_status
+
+=item ucfirst_status
+
+Returns the status with the first character capitalized.
+
+=cut
+
+sub ucfirst_status { shift->ucfirst_cust_status(@_); }
+
+sub ucfirst_cust_status {
+  my $self = shift;
+  ucfirst($self->cust_status);
+}
+
+=item statuscolor
+
+Returns a hex triplet color string for this customer's status.
+
+=cut
+
+use vars qw(%statuscolor);
+tie my %statuscolor, 'Tie::IxHash',
+  'prospect'  => '7e0079', #'000000', #black?  naw, purple
+  'active'    => '00CC00', #green
+  'inactive'  => '0000CC', #blue
+  'suspended' => 'FF9900', #yellow
+  'cancelled' => 'FF0000', #red
+;
+
+sub statuscolor { shift->cust_statuscolor(@_); }
+
+sub cust_statuscolor {
+  my $self = shift;
+  $statuscolor{$self->cust_status};
+}
+
+=item tickets
+
+Returns an array of hashes representing the customer's RT tickets.
+
+=cut
+
+sub tickets {
+  my $self = shift;
+
+  my $num = $conf->config('cust_main-max_tickets') || 10;
+  my @tickets = ();
+
+  unless ( $conf->config('ticket_system-custom_priority_field') ) {
+
+    @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
+
+  } else {
+
+    foreach my $priority (
+      $conf->config('ticket_system-custom_priority_field-values'), ''
+    ) {
+      last if scalar(@tickets) >= $num;
+      push @tickets, 
+        @{ FS::TicketSystem->customer_tickets( $self->custnum,
+                                               $num - scalar(@tickets),
+                                               $priority,
+                                             )
+         };
     }
-#  }
+  }
+  (@tickets);
+}
 
-  $error =
-    $self->ut_phonen('daytime', $self->country)
-    || $self->ut_phonen('night', $self->country)
-    || $self->ut_phonen('fax', $self->country)
-    || $self->ut_zip('zip', $self->country)
-  ;
-  return $error if $error;
+# Return services representing svc_accts in customer support packages
+sub support_services {
+  my $self = shift;
+  my %packages = map { $_ => 1 } $conf->config('support_packages');
 
-  my @addfields = qw(
-    last first company address1 address2 city county state zip
-    country daytime night fax
-  );
+  grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
+    grep { $_->part_svc->svcdb eq 'svc_acct' }
+    map { $_->cust_svc }
+    grep { exists $packages{ $_->pkgpart } }
+    $self->ncancelled_pkgs;
+
+}
+
+=back
+
+=head1 CLASS METHODS
+
+=over 4
+
+=item statuses
+
+Class method that returns the list of possible status strings for customers
+(see L<the status method|/status>).  For example:
+
+  @statuses = FS::cust_main->statuses();
+
+=cut
+
+sub statuses {
+  #my $self = shift; #could be class...
+  keys %statuscolor;
+}
+
+=item prospect_sql
+
+Returns an SQL expression identifying prospective cust_main records (customers
+with no packages ever ordered)
+
+=cut
+
+use vars qw($select_count_pkgs);
+$select_count_pkgs =
+  "SELECT COUNT(*) FROM cust_pkg
+    WHERE cust_pkg.custnum = cust_main.custnum";
+
+sub select_count_pkgs_sql {
+  $select_count_pkgs;
+}
+
+sub prospect_sql { "
+  0 = ( $select_count_pkgs )
+"; }
+
+=item active_sql
+
+Returns an SQL expression identifying active cust_main records (customers with
+active recurring packages).
+
+=cut
+
+sub active_sql { "
+  0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
+      )
+"; }
+
+=item inactive_sql
+
+Returns an SQL expression identifying inactive cust_main records (customers with
+no active recurring packages, but otherwise unsuspended/uncancelled).
+
+=cut
+
+sub inactive_sql { "
+  0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
+  AND
+  0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
+"; }
+
+=item susp_sql
+=item suspended_sql
+
+Returns an SQL expression identifying suspended cust_main records.
+
+=cut
+
+
+sub suspended_sql { susp_sql(@_); }
+sub susp_sql { "
+    0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
+    AND
+    0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
+"; }
+
+=item cancel_sql
+=item cancelled_sql
+
+Returns an SQL expression identifying cancelled cust_main records.
+
+=cut
+
+sub cancelled_sql { cancel_sql(@_); }
+sub cancel_sql {
+
+  my $recurring_sql = FS::cust_pkg->recurring_sql;
+  my $cancelled_sql = FS::cust_pkg->cancelled_sql;
 
-  if ( defined $self->dbdef_table->column('ship_last') ) {
-    if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
-                       @addfields )
-         && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
-       )
-    {
-      my $error =
-        $self->ut_name('ship_last')
-        || $self->ut_name('ship_first')
-        || $self->ut_textn('ship_company')
-        || $self->ut_text('ship_address1')
-        || $self->ut_textn('ship_address2')
-        || $self->ut_text('ship_city')
-        || $self->ut_textn('ship_county')
-        || $self->ut_textn('ship_state')
-        || $self->ut_country('ship_country')
-      ;
-      return $error if $error;
+  "
+        0 < ( $select_count_pkgs )
+    AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql   )
+    AND 0 = ( $select_count_pkgs AND $recurring_sql
+                  AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
+            )
+  ";
 
-      #false laziness with above
-      unless ( qsearchs('cust_main_county', {
-        'country' => $self->ship_country,
-        'state'   => '',
-       } ) ) {
-        return "Unknown ship_state/ship_county/ship_country: ".
-          $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
-          unless qsearchs('cust_main_county',{
-            'state'   => $self->ship_state,
-            'county'  => $self->ship_county,
-            'country' => $self->ship_country,
-          } );
-      }
-      #eofalse
-
-      $error =
-        $self->ut_phonen('ship_daytime', $self->ship_country)
-        || $self->ut_phonen('ship_night', $self->ship_country)
-        || $self->ut_phonen('ship_fax', $self->ship_country)
-        || $self->ut_zip('ship_zip', $self->ship_country)
-      ;
-      return $error if $error;
+}
 
-    } else { # ship_ info eq billing info, so don't store dup info in database
-      $self->setfield("ship_$_", '')
-        foreach qw( last first company address1 address2 city county state zip
-                    country daytime night fax );
-    }
-  }
+=item uncancel_sql
+=item uncancelled_sql
 
-  $self->payby =~ /^(CARD|BILL|COMP|PREPAY)$/
-    or return "Illegal payby: ". $self->payby;
-  $self->payby($1);
+Returns an SQL expression identifying un-cancelled cust_main records.
 
-  if ( $self->payby eq 'CARD' ) {
+=cut
 
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/\D//g;
-    $payinfo =~ /^(\d{13,16})$/
-      or return gettext('invalid_card'); # . ": ". $self->payinfo;
-    $payinfo = $1;
-    $self->payinfo($payinfo);
-    validate($payinfo)
-      or return gettext('invalid_card'); # . ": ". $self->payinfo;
-    return gettext('unknown_card_type')
-      if cardtype($self->payinfo) eq "Unknown";
+sub uncancelled_sql { uncancel_sql(@_); }
+sub uncancel_sql { "
+  ( 0 < ( $select_count_pkgs
+                   AND ( cust_pkg.cancel IS NULL
+                         OR cust_pkg.cancel = 0
+                       )
+        )
+    OR 0 = ( $select_count_pkgs )
+  )
+"; }
 
-  } elsif ( $self->payby eq 'BILL' ) {
+=item balance_sql
 
-    $error = $self->ut_textn('payinfo');
-    return "Illegal P.O. number: ". $self->payinfo if $error;
+Returns an SQL fragment to retreive the balance.
 
-  } elsif ( $self->payby eq 'COMP' ) {
+=cut
 
-    $error = $self->ut_textn('payinfo');
-    return "Illegal comp account issuer: ". $self->payinfo if $error;
+sub balance_sql { "
+    ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
+        WHERE cust_bill.custnum   = cust_main.custnum     )
+  - ( SELECT COALESCE( SUM(paid),    0 ) FROM cust_pay
+        WHERE cust_pay.custnum    = cust_main.custnum     )
+  - ( SELECT COALESCE( SUM(amount),  0 ) FROM cust_credit
+        WHERE cust_credit.custnum = cust_main.custnum     )
+  + ( SELECT COALESCE( SUM(refund),  0 ) FROM cust_refund
+        WHERE cust_refund.custnum = cust_main.custnum     )
+"; }
 
-  } elsif ( $self->payby eq 'PREPAY' ) {
+=item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
 
-    my $payinfo = $self->payinfo;
-    $payinfo =~ s/\W//g; #anything else would just confuse things
-    $self->payinfo($payinfo);
-    $error = $self->ut_alpha('payinfo');
-    return "Illegal prepayment identifier: ". $self->payinfo if $error;
-    return "Unknown prepayment identifier"
-      unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
+Returns an SQL fragment to retreive the balance for this customer, only
+considering invoices with date earlier than START_TIME, and optionally not
+later than END_TIME (total_owed_date minus total_credited minus
+total_unapplied_payments).
 
-  }
+Times are specified as SQL fragments or numeric
+UNIX timestamps; see L<perlfunc/"time">).  Also see L<Time::Local> and
+L<Date::Parse> for conversion functions.  The empty string can be passed
+to disable that time constraint completely.
 
-  if ( $self->paydate eq '' || $self->paydate eq '-' ) {
-    return "Expriation date required"
-      unless $self->payby eq 'BILL' || $self->payby eq 'PREPAY';
-    $self->paydate('');
-  } else {
-    $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/
-      or return "Illegal expiration date: ". $self->paydate;
-    my $y = length($2) == 4 ? $2 : "20$2";
-    $self->paydate("$y-$1-01");
-    my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
-    return gettext('expired_card') if $y<$nowy || ( $y==$nowy && $1<$nowm );
-  }
+Available options are:
 
-  if ( $self->payname eq '' &&
-       ( ! $conf->exists('require_cardname') || $self->payby ne 'CARD' ) ) {
-    $self->payname( $self->first. " ". $self->getfield('last') );
-  } else {
-    $self->payname =~ /^([\w \,\.\-\']+)$/
-      or return gettext('illegal_name'). " payname: ". $self->payname;
-    $self->payname($1);
-  }
+=over 4
 
-  $self->tax =~ /^(Y?)$/ or return "Illegal tax: ". $self->tax;
-  $self->tax($1);
+=item unapplied_date - 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)
 
-  $self->otaker(getotaker);
+=item total - set to true to remove all customer comparison clauses, for totals
 
-  #warn "AFTER: \n". $self->_dump;
+=item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
 
-  ''; #no error
-}
+=item join - JOIN clause (typically used with the total option)
 
-=item all_pkgs
+=item 
 
-Returns all packages (see L<FS::cust_pkg>) for this customer.
+=back
 
 =cut
 
-sub all_pkgs {
-  my $self = shift;
-  if ( $self->{'_pkgnum'} ) {
-    values %{ $self->{'_pkgnum'}->cache };
-  } else {
-    qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
-  }
+sub balance_date_sql {
+  my( $class, $start, $end, %opt ) = @_;
+
+  my $owed         = FS::cust_bill->owed_sql;
+  my $unapp_refund = FS::cust_refund->unapplied_sql;
+  my $unapp_credit = FS::cust_credit->unapplied_sql;
+  my $unapp_pay    = FS::cust_pay->unapplied_sql;
+
+  my $j = $opt{'join'} || '';
+
+  my $owed_wh   = $class->_money_table_where( 'cust_bill',   $start,$end,%opt );
+  my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
+  my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
+  my $pay_wh    = $class->_money_table_where( 'cust_pay',    $start,$end,%opt );
+
+  "   ( SELECT COALESCE(SUM($owed),         0) FROM cust_bill   $j $owed_wh   )
+    + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
+    - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
+    - ( SELECT COALESCE(SUM($unapp_pay),    0) FROM cust_pay    $j $pay_wh    )
+  ";
+
 }
 
-=item ncancelled_pkgs
+=item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
 
-Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
+Helper method for balance_date_sql; name (and usage) subject to change
+(suggestions welcome).
+
+Returns a WHERE clause for the specified monetary TABLE (cust_bill,
+cust_refund, cust_credit or cust_pay).
+
+If TABLE is "cust_bill" or the unapplied_date option is true, only
+considers records with date earlier than START_TIME, and optionally not
+later than END_TIME .
 
 =cut
 
-sub ncancelled_pkgs {
-  my $self = shift;
-  if ( $self->{'_pkgnum'} ) {
-    grep { ! $_->getfield('cancel') } values %{ $self->{'_pkgnum'}->cache };
-  } else {
-    @{ [ # force list context
-      qsearch( 'cust_pkg', {
-        'custnum' => $self->custnum,
-        'cancel'  => '',
-      }),
-      qsearch( 'cust_pkg', {
-        'custnum' => $self->custnum,
-        'cancel'  => 0,
-      }),
-    ] };
+sub _money_table_where {
+  my( $class, $table, $start, $end, %opt ) = @_;
+
+  my @where = ();
+  push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
+  if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
+    push @where, "$table._date <= $start" if defined($start) && length($start);
+    push @where, "$table._date >  $end"   if defined($end)   && length($end);
   }
+  push @where, @{$opt{'where'}} if $opt{'where'};
+  my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
+
+  $where;
+
 }
 
-=item suspended_pkgs
+=item search_sql HASHREF
 
-Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
+(Class method)
 
-=cut
+Returns a qsearch hash expression to search for parameters specified in HREF.
+Valid parameters are
 
-sub suspended_pkgs {
-  my $self = shift;
-  grep { $_->susp } $self->ncancelled_pkgs;
-}
+=over 4
 
-=item unflagged_suspended_pkgs
+=item agentnum
 
-Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
-customer (thouse packages without the `manual_flag' set).
+=item status
 
-=cut
+=item cancelled_pkgs
 
-sub unflagged_suspended_pkgs {
-  my $self = shift;
-  return $self->suspended_pkgs
-    unless dbdef->table('cust_pkg')->column('manual_flag');
-  grep { ! $_->manual_flag } $self->suspended_pkgs;
-}
+bool
 
-=item unsuspended_pkgs
+=item signupdate
 
-Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
-this customer.
+listref of start date, end date
 
-=cut
+=item payby
 
-sub unsuspended_pkgs {
-  my $self = shift;
-  grep { ! $_->susp } $self->ncancelled_pkgs;
-}
+listref
 
-=item unsuspend
+=item current_balance
 
-Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
-and L<FS::cust_pkg>) for this customer.  Always returns a list: an empty list
-on success or a list of errors.
+listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
 
-=cut
+=item cust_fields
 
-sub unsuspend {
-  my $self = shift;
-  grep { $_->unsuspend } $self->suspended_pkgs;
-}
+=item flattened_pkgs
 
-=item suspend
+bool
 
-Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
-Always returns a list: an empty list on success or a list of errors.
+=back
 
 =cut
 
-sub suspend {
-  my $self = shift;
-  grep { $_->suspend } $self->unsuspended_pkgs;
-}
+sub search_sql {
+  my ($class, $params) = @_;
 
-=item cancel
+  my $dbh = dbh;
 
-Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
-Always returns a list: an empty list on success or a list of errors.
+  my @where = ();
+  my $orderby;
 
-=cut
+  ##
+  # parse agent
+  ##
 
-sub cancel {
-  my $self = shift;
-  grep { $_->cancel } $self->ncancelled_pkgs;
-}
+  if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
+    push @where,
+      "cust_main.agentnum = $1";
+  }
 
-=item agent
+  ##
+  # parse status
+  ##
 
-Returns the agent (see L<FS::agent>) for this customer.
+  #prospect active inactive suspended cancelled
+  if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
+    my $method = $params->{'status'}. '_sql';
+    #push @where, $class->$method();
+    push @where, FS::cust_main->$method();
+  }
+  
+  ##
+  # parse cancelled package checkbox
+  ##
 
-=cut
+  my $pkgwhere = "";
 
-sub agent {
-  my $self = shift;
-  qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
-}
+  $pkgwhere .= "AND (cancel = 0 or cancel is null)"
+    unless $params->{'cancelled_pkgs'};
 
-=item bill OPTIONS
+  ##
+  # dates
+  ##
 
-Generates invoices (see L<FS::cust_bill>) for this customer.  Usually used in
-conjunction with the collect method.
+  foreach my $field (qw( signupdate )) {
 
-Options are passed as name-value pairs.
+    next unless exists($params->{$field});
 
-The only currently available option is `time', which bills the customer as if
-it were that time.  It is specified as a UNIX timestamp; see
-L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion
-functions.  For example:
+    my($beginning, $ending) = @{$params->{$field}};
 
- use Date::Parse;
- ...
- $cust_main->bill( 'time' => str2time('April 20th, 2001') );
+    push @where,
+      "cust_main.$field IS NOT NULL",
+      "cust_main.$field >= $beginning",
+      "cust_main.$field <= $ending";
 
-If there is an error, returns the error, otherwise returns false.
+    $orderby ||= "ORDER BY cust_main.$field";
 
-=cut
+  }
 
-sub bill {
-  my( $self, %options ) = @_;
-  my $time = $options{'time'} || time;
+  ###
+  # payby
+  ###
 
-  my $error;
+  my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
+  if ( @payby ) {
+    push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
+  }
 
-  #put below somehow?
-  local $SIG{HUP} = 'IGNORE';
-  local $SIG{INT} = 'IGNORE';
-  local $SIG{QUIT} = 'IGNORE';
-  local $SIG{TERM} = 'IGNORE';
-  local $SIG{TSTP} = 'IGNORE';
-  local $SIG{PIPE} = 'IGNORE';
+  ##
+  # amounts
+  ##
 
-  my $oldAutoCommit = $FS::UID::AutoCommit;
-  local $FS::UID::AutoCommit = 0;
-  my $dbh = dbh;
+  #my $balance_sql = $class->balance_sql();
+  my $balance_sql = FS::cust_main->balance_sql();
 
-  # find the packages which are due for billing, find out how much they are
-  # & generate invoice database.
- 
-  my( $total_setup, $total_recur ) = ( 0, 0 );
-  #my( $taxable_setup, $taxable_recur ) = ( 0, 0 );
-  my @cust_bill_pkg = ();
-  my $tax = 0;##
-  #my $taxable_charged = 0;##
-  #my $charged = 0;##
+  push @where, map { s/current_balance/$balance_sql/; $_ }
+                   @{ $params->{'current_balance'} };
 
-  foreach my $cust_pkg (
-    qsearch('cust_pkg', { 'custnum' => $self->custnum } )
-  ) {
+  ##
+  # setup queries, subs, etc. for the search
+  ##
 
-    #NO!! next if $cust_pkg->cancel;  
-    next if $cust_pkg->getfield('cancel');  
+  $orderby ||= 'ORDER BY custnum';
 
-    #? to avoid use of uninitialized value errors... ?
-    $cust_pkg->setfield('bill', '')
-      unless defined($cust_pkg->bill);
- 
-    my $part_pkg = $cust_pkg->part_pkg;
+  # here is the agent virtualization
+  push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
 
-    #so we don't modify cust_pkg record unnecessarily
-    my $cust_pkg_mod_flag = 0;
-    my %hash = $cust_pkg->hash;
-    my $old_cust_pkg = new FS::cust_pkg \%hash;
+  my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
 
-    # bill setup
-    my $setup = 0;
-    unless ( $cust_pkg->setup ) {
-      my $setup_prog = $part_pkg->getfield('setup');
-      $setup_prog =~ /^(.*)$/ or do {
-        $dbh->rollback if $oldAutoCommit;
-        return "Illegal setup for pkgpart ". $part_pkg->pkgpart.
-               ": $setup_prog";
-      };
-      $setup_prog = $1;
-
-        #my $cpt = new Safe;
-        ##$cpt->permit(); #what is necessary?
-        #$cpt->share(qw( $cust_pkg )); #can $cpt now use $cust_pkg methods?
-        #$setup = $cpt->reval($setup_prog);
-      $setup = eval $setup_prog;
-      unless ( defined($setup) ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "Error eval-ing part_pkg->setup pkgpart ". $part_pkg->pkgpart.
-               "(expression $setup_prog): $@";
-      }
-      $cust_pkg->setfield('setup',$time);
-      $cust_pkg_mod_flag=1; 
-    }
+  my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum  ) ';
 
-    #bill recurring fee
-    my $recur = 0;
-    my $sdate;
-    if ( $part_pkg->getfield('freq') > 0 &&
-         ! $cust_pkg->getfield('susp') &&
-         ( $cust_pkg->getfield('bill') || 0 ) < $time
-    ) {
-      my $recur_prog = $part_pkg->getfield('recur');
-      $recur_prog =~ /^(.*)$/ or do {
-        $dbh->rollback if $oldAutoCommit;
-        return "Illegal recur for pkgpart ". $part_pkg->pkgpart.
-               ": $recur_prog";
-      };
-      $recur_prog = $1;
-
-      # shared with $recur_prog
-      $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
-
-        #my $cpt = new Safe;
-        ##$cpt->permit(); #what is necessary?
-        #$cpt->share(qw( $cust_pkg )); #can $cpt now use $cust_pkg methods?
-        #$recur = $cpt->reval($recur_prog);
-      $recur = eval $recur_prog;
-      unless ( defined($recur) ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "Error eval-ing part_pkg->recur pkgpart ".  $part_pkg->pkgpart.
-               "(expression $recur_prog): $@";
-      }
-      #change this bit to use Date::Manip? CAREFUL with timezones (see
-      # mailing list archive)
-      my ($sec,$min,$hour,$mday,$mon,$year) =
-        (localtime($sdate) )[0,1,2,3,4,5];
-
-      #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
-      # only for figuring next bill date, nothing else, so, reset $sdate again
-      # here
-      $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
-
-      $mon += $part_pkg->freq;
-      until ( $mon < 12 ) { $mon -= 12; $year++; }
-      $cust_pkg->setfield('bill',
-        timelocal($sec,$min,$hour,$mday,$mon,$year));
-      $cust_pkg_mod_flag = 1; 
-    }
-
-    warn "\$setup is undefined" unless defined($setup);
-    warn "\$recur is undefined" unless defined($recur);
-    warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
-
-    my $taxable_charged = 0;
-    if ( $cust_pkg_mod_flag ) {
-      $error=$cust_pkg->replace($old_cust_pkg);
-      if ( $error ) { #just in case
-        $dbh->rollback if $oldAutoCommit;
-        return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
-      }
-      $setup = sprintf( "%.2f", $setup );
-      $recur = sprintf( "%.2f", $recur );
-      if ( $setup < 0 ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
-      }
-      if ( $recur < 0 ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
-      }
-      if ( $setup > 0 || $recur > 0 ) {
-        my $cust_bill_pkg = new FS::cust_bill_pkg ({
-          'pkgnum' => $cust_pkg->pkgnum,
-          'setup'  => $setup,
-          'recur'  => $recur,
-          'sdate'  => $sdate,
-          'edate'  => $cust_pkg->bill,
-        });
-        push @cust_bill_pkg, $cust_bill_pkg;
-        $total_setup += $setup;
-        $total_recur += $recur;
-        $taxable_charged += $setup
-          unless $part_pkg->setuptax =~ /^Y$/i;
-        $taxable_charged += $recur
-          unless $part_pkg->recurtax =~ /^Y$/i;
-          
-        unless ( $self->tax =~ /Y/i
-                 || $self->payby eq 'COMP'
-                 || $taxable_charged == 0 ) {
-
-          my $cust_main_county =
-            qsearchs('cust_main_county',{
-              'state'    => $self->state,
-              'county'   => $self->county,
-              'country'  => $self->country,
-              'taxclass' => $part_pkg->taxclass,
-            } )
-            or qsearchs('cust_main_county',{
-              'state'    => $self->state,
-              'county'   => $self->county,
-              'country'  => $self->country,
-              'taxclass' => '',
-            } )
-            or do {
-              $dbh->rollback if $oldAutoCommit;
-              return
-                "fatal: can't find tax rate for state/county/country/taxclass ".
-                join('/', map $self->$_(), qw(state county country taxclass) ).
-                "\n";
-            };
-
-          if ( $cust_main_county->exempt_amount ) {
-            my ($mon,$year) = (localtime($sdate) )[4,5];
-            $mon++;
-            my $freq = $part_pkg->freq || 1;
-            my $taxable_per_month = sprintf("%.2f", $taxable_charged / $freq );
-            foreach my $which_month ( 1 .. $freq ) {
-              my %hash = (
-                'custnum' => $self->custnum,
-                'taxnum'  => $cust_main_county->taxnum,
-                'year'    => 1900+$year,
-                'month'   => $mon++,
-              );
-              #until ( $mon < 12 ) { $mon -= 12; $year++; }
-              until ( $mon < 13 ) { $mon -= 12; $year++; }
-              my $cust_tax_exempt =
-                qsearchs('cust_tax_exempt', \%hash)
-                || new FS::cust_tax_exempt( { %hash, 'amount' => 0 } );
-              my $remaining_exemption = sprintf("%.2f",
-                $cust_main_county->exempt_amount - $cust_tax_exempt->amount );
-              if ( $remaining_exemption > 0 ) {
-                my $addl = $remaining_exemption > $taxable_per_month
-                  ? $taxable_per_month
-                  : $remaining_exemption;
-                $taxable_charged -= $addl;
-                my $new_cust_tax_exempt = new FS::cust_tax_exempt ( {
-                  $cust_tax_exempt->hash,
-                  'amount' => sprintf("%.2f", $cust_tax_exempt->amount + $addl),
-                } );
-                $error = $new_cust_tax_exempt->exemptnum
-                  ? $new_cust_tax_exempt->replace($cust_tax_exempt)
-                  : $new_cust_tax_exempt->insert;
-                if ( $error ) {
-                  $dbh->rollback if $oldAutoCommit;
-                  return "fatal: can't update cust_tax_exempt: $error";
-                }
-
-              } # if $remaining_exemption > 0
-
-            } #foreach $which_month
-
-          } #if $cust_main_county->exempt_amount
-
-          $taxable_charged = sprintf( "%.2f", $taxable_charged);
-          $tax += $taxable_charged * $cust_main_county->tax / 100
-
-        } #unless $self->tax =~ /Y/i
-          #       || $self->payby eq 'COMP'
-          #       || $taxable_charged == 0
-
-      } #if $setup > 0 || $recur > 0
-      
-    } #if $cust_pkg_mod_flag
+  my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
 
-  } #foreach my $cust_pkg
+  my $select = join(', ', 
+                 'cust_main.custnum',
+                 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
+               );
 
-  my $charged = sprintf( "%.2f", $total_setup + $total_recur );
-#  my $taxable_charged = sprintf( "%.2f", $taxable_setup + $taxable_recur );
+  my(@extra_headers) = ();
+  my(@extra_fields)  = ();
 
-  unless ( @cust_bill_pkg ) { #don't create invoices with no line items
-    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-    return '';
-  } 
-
-#  unless ( $self->tax =~ /Y/i
-#           || $self->payby eq 'COMP'
-#           || $taxable_charged == 0 ) {
-#    my $cust_main_county = qsearchs('cust_main_county',{
-#        'state'   => $self->state,
-#        'county'  => $self->county,
-#        'country' => $self->country,
-#    } ) or die "fatal: can't find tax rate for state/county/country ".
-#               $self->state. "/". $self->county. "/". $self->country. "\n";
-#    my $tax = sprintf( "%.2f",
-#      $taxable_charged * ( $cust_main_county->getfield('tax') / 100 )
-#    );
-
-  $tax = sprintf("%.2f", $tax);
-  if ( $tax > 0 ) {
-    $charged = sprintf( "%.2f", $charged+$tax );
-
-    my $cust_bill_pkg = new FS::cust_bill_pkg ({
-      'pkgnum' => 0,
-      'setup'  => $tax,
-      'recur'  => 0,
-      'sdate'  => '',
-      'edate'  => '',
-    });
-    push @cust_bill_pkg, $cust_bill_pkg;
-  }
-#  }
+  if ($params->{'flattened_pkgs'}) {
 
-  my $cust_bill = new FS::cust_bill ( {
-    'custnum' => $self->custnum,
-    '_date'   => $time,
-    'charged' => $charged,
-  } );
-  $error = $cust_bill->insert;
-  if ( $error ) {
-    $dbh->rollback if $oldAutoCommit;
-    return "can't create invoice for customer #". $self->custnum. ": $error";
-  }
+    if ($dbh->{Driver}->{Name} eq 'Pg') {
 
-  my $invnum = $cust_bill->invnum;
-  my $cust_bill_pkg;
-  foreach $cust_bill_pkg ( @cust_bill_pkg ) {
-    #warn $invnum;
-    $cust_bill_pkg->invnum($invnum);
-    $error = $cust_bill_pkg->insert;
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit;
-      return "can't create invoice line item for customer #". $self->custnum.
-             ": $error";
+      $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
+
+    }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
+      $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
+      $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
+    }else{
+      warn "warning: unknown database type ". $dbh->{Driver}->{Name}. 
+           "omitting packing information from report.";
     }
+
+    my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
+
+    my $sth = dbh->prepare($header_query) or die dbh->errstr;
+    $sth->execute() or die $sth->errstr;
+    my $headerrow = $sth->fetchrow_arrayref;
+    my $headercount = $headerrow ? $headerrow->[0] : 0;
+    while($headercount) {
+      unshift @extra_headers, "Package ". $headercount;
+      unshift @extra_fields, eval q!sub {my $c = shift;
+                                         my @a = split '\|', $c->magic;
+                                         my $p = $a[!.--$headercount. q!];
+                                         $p;
+                                        };!;
+    }
+
   }
-  
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-  ''; #no error
+
+  my $sql_query = {
+    'table'         => 'cust_main',
+    'select'        => $select,
+    'hashref'       => {},
+    'extra_sql'     => $extra_sql,
+    'order_by'      => $orderby,
+    'count_query'   => $count_query,
+    'extra_headers' => \@extra_headers,
+    'extra_fields'  => \@extra_fields,
+  };
+
 }
 
-=item collect OPTIONS
+=item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
 
-(Attempt to) collect money for this customer's outstanding invoices (see
-L<FS::cust_bill>).  Usually used after the bill method.
+Performs a fuzzy (approximate) search and returns the matching FS::cust_main
+records.  Currently, I<first>, I<last> and/or I<company> may be specified (the
+appropriate ship_ field is also searched).
 
-Depending on the value of `payby', this may print an invoice (`BILL'), charge
-a credit card (`CARD'), or just add any necessary (pseudo-)payment (`COMP').
+Additional options are the same as FS::Record::qsearch
 
-Most actions are now triggered by invoice events; see L<FS::part_bill_event>
-and the invoice events web interface.
+=cut
 
-If there is an error, returns the error, otherwise returns false.
+sub fuzzy_search {
+  my( $self, $fuzzy, $hash, @opt) = @_;
+  #$self
+  $hash ||= {};
+  my @cust_main = ();
 
-Options are passed as name-value pairs.
+  check_and_rebuild_fuzzyfiles();
+  foreach my $field ( keys %$fuzzy ) {
 
-Currently available options are:
+    my $all = $self->all_X($field);
+    next unless scalar(@$all);
+
+    my %match = ();
+    $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
+
+    my @fcust = ();
+    foreach ( keys %match ) {
+      push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
+      push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
+    }
+    my %fsaw = ();
+    push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
+  }
 
-invoice_time - Use this time when deciding when to print invoices and
-late notices on those invoices.  The default is now.  It is specified as a UNIX timestamp; see L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse>
-for conversion functions.
+  # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
+  my %saw = ();
+  @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
 
-retry_card - Retry cards even when not scheduled by invoice events.
+  @cust_main;
 
-batch_card - This option is deprecated.  See the invoice events web interface
-to control whether cards are batched or run against a realtime gateway.
+}
 
-report_badcard - This option is deprecated.
+=item masked FIELD
 
-force_print - This option is deprecated; see the invoice events web interface.
+Returns a masked version of the named field
 
 =cut
 
-sub collect {
-  my( $self, %options ) = @_;
-  my $invoice_time = $options{'invoice_time'} || time;
+sub masked {
+my ($self,$field) = @_;
 
-  #put below somehow?
-  local $SIG{HUP} = 'IGNORE';
-  local $SIG{INT} = 'IGNORE';
-  local $SIG{QUIT} = 'IGNORE';
-  local $SIG{TERM} = 'IGNORE';
-  local $SIG{TSTP} = 'IGNORE';
-  local $SIG{PIPE} = 'IGNORE';
+# Show last four
+
+'x'x(length($self->getfield($field))-4).
+  substr($self->getfield($field), (length($self->getfield($field))-4));
+
+}
+
+=back
+
+=head1 SUBROUTINES
+
+=over 4
+
+=item smart_search OPTION => VALUE ...
+
+Accepts the following options: I<search>, the string to search for.  The string
+will be searched for as a customer number, phone number, name or company name,
+as an exact, or, in some cases, a substring or fuzzy match (see the source code
+for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
+skip fuzzy matching when an exact match is found.
+
+Any additional options are treated as an additional qualifier on the search
+(i.e. I<agentnum>).
 
-  my $oldAutoCommit = $FS::UID::AutoCommit;
-  local $FS::UID::AutoCommit = 0;
-  my $dbh = dbh;
+Returns a (possibly empty) array of FS::cust_main objects.
 
-  my $balance = $self->balance;
-  warn "collect customer". $self->custnum. ": balance $balance" if $Debug;
-  unless ( $balance > 0 ) { #redundant?????
-    $dbh->rollback if $oldAutoCommit; #hmm
-    return '';
-  }
+=cut
+
+sub smart_search {
+  my %options = @_;
+
+  #here is the agent virtualization
+  my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
+
+  my @cust_main = ();
+
+  my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
+  my $search = delete $options{'search'};
+  ( my $alphanum_search = $search ) =~ s/\W//g;
+  
+  if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
+
+    #false laziness w/Record::ut_phone
+    my $phonen = "$1-$2-$3";
+    $phonen .= " x$4" if $4;
+
+    push @cust_main, qsearch( {
+      'table'   => 'cust_main',
+      'hashref' => { %options },
+      'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
+                     ' ( '.
+                         join(' OR ', map "$_ = '$phonen'",
+                                          qw( daytime night fax
+                                              ship_daytime ship_night ship_fax )
+                             ).
+                     ' ) '.
+                     " AND $agentnums_sql", #agent virtualization
+    } );
+
+    unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
+      #try looking for matches with extensions unless one was specified
+
+      push @cust_main, qsearch( {
+        'table'   => 'cust_main',
+        'hashref' => { %options },
+        'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
+                       ' ( '.
+                           join(' OR ', map "$_ LIKE '$phonen\%'",
+                                            qw( daytime night
+                                                ship_daytime ship_night )
+                               ).
+                       ' ) '.
+                       " AND $agentnums_sql", #agent virtualization
+      } );
 
-  if ( exists($options{'retry_card'}) && $options{'retry_card'} ) {
-    #false laziness w/replace
-    foreach my $cust_bill_event (
-      grep {
-             #$_->part_bill_event->plan eq 'realtime-card'
-             $_->part_bill_event->eventcode eq '$cust_bill->realtime_card();'
-               && $_->status eq 'done'
-               && $_->statustext
-           }
-        map { $_->cust_bill_event }
-          grep { $_->cust_bill_event }
-            $self->open_cust_bill
-    ) {
-      my $error = $cust_bill_event->retry;
-      if ( $error ) {
-        $dbh->rollback if $oldAutoCommit;
-        return "error scheduling invoice events for retry: $error";
-      }
     }
-    #eslaf
-  }
 
-  foreach my $cust_bill ( $self->cust_bill ) {
+  # custnum search (also try agent_custid), with some tweaking options if your
+  # legacy cust "numbers" have letters
+  } elsif ( $search =~ /^\s*(\d+)\s*$/
+            || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
+                 && $search =~ /^\s*(\w\w?\d+)\s*$/
+               )
+          )
+  {
+
+    push @cust_main, qsearch( {
+      'table'     => 'cust_main',
+      'hashref'   => { 'custnum' => $1, %options },
+      'extra_sql' => " AND $agentnums_sql", #agent virtualization
+    } );
 
-    #this has to be before next's
-    my $amount = sprintf( "%.2f", $balance < $cust_bill->owed
-                                  ? $balance
-                                  : $cust_bill->owed
-    );
-    $balance = sprintf( "%.2f", $balance - $amount );
+    push @cust_main, qsearch( {
+      'table'     => 'cust_main',
+      'hashref'   => { 'agent_custid' => $1, %options },
+      'extra_sql' => " AND $agentnums_sql", #agent virtualization
+    } );
 
-    next unless $cust_bill->owed > 0;
+  } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
 
-    # don't try to charge for the same invoice if it's already in a batch
-    #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
+    my($company, $last, $first) = ( $1, $2, $3 );
 
-    warn "invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ", amount $amount, balance $balance)" if $Debug;
+    # "Company (Last, First)"
+    #this is probably something a browser remembered,
+    #so just do an exact search
 
-    next unless $amount > 0;
+    foreach my $prefix ( '', 'ship_' ) {
+      push @cust_main, qsearch( {
+        'table'     => 'cust_main',
+        'hashref'   => { $prefix.'first'   => $first,
+                         $prefix.'last'    => $last,
+                         $prefix.'company' => $company,
+                         %options,
+                       },
+        'extra_sql' => " AND $agentnums_sql",
+      } );
+    }
 
+  } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
+                                              # try (ship_){last,company}
 
-    foreach my $part_bill_event (
-      sort {    $a->seconds   <=> $b->seconds
-             || $a->weight    <=> $b->weight
-             || $a->eventpart <=> $b->eventpart }
-        grep { $_->seconds <= ( $invoice_time - $cust_bill->_date )
-               && ! qsearchs( 'cust_bill_event', {
-                                'invnum'    => $cust_bill->invnum,
-                                'eventpart' => $_->eventpart,
-                                'status'    => 'done',
-                                                                   } )
-             }
-          qsearch('part_bill_event', { 'payby'    => $self->payby,
-                                       'disabled' => '',           } )
-    ) {
+    my $value = lc($1);
 
-      last unless $cust_bill->owed > 0; #don't run subsequent events if owed=0
-
-      warn "calling invoice event (". $part_bill_event->eventcode. ")\n"
-        if $Debug;
-      my $cust_main = $self; #for callback
-      my $error = eval $part_bill_event->eventcode;
-
-      my $status = '';
-      my $statustext = '';
-      if ( $@ ) {
-        $status = 'failed';
-        $statustext = $@;
-      } elsif ( $error ) {
-        $status = 'done';
-        $statustext = $error;
-      } else {
-        $status = 'done'
-      }
+    # # remove "(Last, First)" in "Company (Last, First)", otherwise the
+    # # full strings the browser remembers won't work
+    # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
 
-      #add cust_bill_event
-      my $cust_bill_event = new FS::cust_bill_event {
-        'invnum'     => $cust_bill->invnum,
-        'eventpart'  => $part_bill_event->eventpart,
-        '_date'      => $invoice_time,
-        'status'     => $status,
-        'statustext' => $statustext,
-      };
-      $error = $cust_bill_event->insert;
-      if ( $error ) {
-        #$dbh->rollback if $oldAutoCommit;
-        #return "error: $error";
+    use Lingua::EN::NameParse;
+    my $NameParse = new Lingua::EN::NameParse(
+             auto_clean     => 1,
+             allow_reversed => 1,
+    );
 
-        # gah, even with transactions.
-        $dbh->commit if $oldAutoCommit; #well.
-        my $e = 'WARNING: Event run but database not updated - '.
-                'error inserting cust_bill_event, invnum #'. $cust_bill->invnum.
-                ', eventpart '. $part_bill_event->eventpart.
-                ": $error";
-        warn $e;
-        return $e;
-      }
+    my($last, $first) = ( '', '' );
+    #maybe disable this too and just rely on NameParse?
+    if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
+    
+      ($last, $first) = ( $1, $2 );
+    
+    #} elsif  ( $value =~ /^(.+)\s+(.+)$/ ) {
+    } elsif ( ! $NameParse->parse($value) ) {
 
+      my %name = $NameParse->components;
+      $first = $name{'given_name_1'};
+      $last  = $name{'surname_1'};
 
     }
 
-  }
+    if ( $first && $last ) {
 
-  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
-  '';
+      my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
 
-}
+      #exact
+      my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
+      $sql .= "
+        (     ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
+           OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
+        )";
 
-=item total_owed
+      push @cust_main, qsearch( {
+        'table'     => 'cust_main',
+        'hashref'   => \%options,
+        'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
+      } );
 
-Returns the total owed for this customer on all invoices
-(see L<FS::cust_bill/owed>).
+      # or it just be something that was typed in... (try that in a sec)
 
-=cut
+    }
 
-sub total_owed {
-  my $self = shift;
-  $self->total_owed_date(2145859200); #12/31/2037
-}
+    my $q_value = dbh->quote($value);
 
-=item total_owed_date TIME
+    #exact
+    my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
+    $sql .= " (    LOWER(last)         = $q_value
+                OR LOWER(company)      = $q_value
+                OR LOWER(ship_last)    = $q_value
+                OR LOWER(ship_company) = $q_value
+              )";
 
-Returns the total owed for this customer on all invoices with date earlier than
-TIME.  TIME is specified as a UNIX timestamp; see L<perlfunc/"time">).  Also
-see L<Time::Local> and L<Date::Parse> for conversion functions.
+    push @cust_main, qsearch( {
+      'table'     => 'cust_main',
+      'hashref'   => \%options,
+      'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
+    } );
 
-=cut
+    #no exact match, trying substring/fuzzy
+    #always do substring & fuzzy (unless they're explicity config'ed off)
+    #getting complaints searches are not returning enough
+    unless ( @cust_main  && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
 
-sub total_owed_date {
-  my $self = shift;
-  my $time = shift;
-  my $total_bill = 0;
-  foreach my $cust_bill (
-    grep { $_->_date <= $time }
-      qsearch('cust_bill', { 'custnum' => $self->custnum, } )
-  ) {
-    $total_bill += $cust_bill->owed;
-  }
-  sprintf( "%.2f", $total_bill );
-}
+      #still some false laziness w/search_sql (was search/cust_main.cgi)
 
-=item apply_credits
+      #substring
 
-Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
-to outstanding invoice balances in chronological order and returns the value
-of any remaining unapplied credits available for refund
-(see L<FS::cust_refund>).
+      my @hashrefs = (
+        { 'company'      => { op=>'ILIKE', value=>"%$value%" }, },
+        { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
+      );
 
-=cut
+      if ( $first && $last ) {
 
-sub apply_credits {
-  my $self = shift;
+        push @hashrefs,
+          { 'first'        => { op=>'ILIKE', value=>"%$first%" },
+            'last'         => { op=>'ILIKE', value=>"%$last%" },
+          },
+          { 'ship_first'   => { op=>'ILIKE', value=>"%$first%" },
+            'ship_last'    => { op=>'ILIKE', value=>"%$last%" },
+          },
+        ;
 
-  return 0 unless $self->total_credited;
+      } else {
 
-  my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
-      qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
+        push @hashrefs,
+          { 'last'         => { op=>'ILIKE', value=>"%$value%" }, },
+          { 'ship_last'    => { op=>'ILIKE', value=>"%$value%" }, },
+        ;
+      }
 
-  my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
-      qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
+      foreach my $hashref ( @hashrefs ) {
 
-  my $credit;
+        push @cust_main, qsearch( {
+          'table'     => 'cust_main',
+          'hashref'   => { %$hashref,
+                           %options,
+                         },
+          'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
+        } );
 
-  foreach my $cust_bill ( @invoices ) {
-    my $amount;
+      }
 
-    if ( !defined($credit) || $credit->credited == 0) {
-      $credit = pop @credits or last;
-    }
+      #fuzzy
+      my @fuzopts = (
+        \%options,                #hashref
+        '',                       #select
+        " AND $agentnums_sql",    #extra_sql  #agent virtualization
+      );
+
+      if ( $first && $last ) {
+        push @cust_main, FS::cust_main->fuzzy_search(
+          { 'last'   => $last,    #fuzzy hashref
+            'first'  => $first }, #
+          @fuzopts
+        );
+      }
+      foreach my $field ( 'last', 'company' ) {
+        push @cust_main,
+          FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
+      }
 
-    if ($cust_bill->owed >= $credit->credited) {
-      $amount=$credit->credited;
-    }else{
-      $amount=$cust_bill->owed;
     }
-    
-    my $cust_credit_bill = new FS::cust_credit_bill ( {
-      'crednum' => $credit->crednum,
-      'invnum'  => $cust_bill->invnum,
-      'amount'  => $amount,
-    } );
-    my $error = $cust_credit_bill->insert;
-    die $error if $error;
-    
-    redo if ($cust_bill->owed > 0);
+
+    #eliminate duplicates
+    my %saw = ();
+    @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
 
   }
 
-  return $self->total_credited;
+  @cust_main;
+
 }
 
-=item apply_payments
+=item email_search
 
-Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
-to outstanding invoice balances in chronological order.
+Accepts the following options: I<email>, the email address to search for.  The
+email address will be searched for as an email invoice destination and as an
+svc_acct account.
 
- #and returns the value of any remaining unapplied payments.
+#Any additional options are treated as an additional qualifier on the search
+#(i.e. I<agentnum>).
 
-=cut
+Returns a (possibly empty) array of FS::cust_main objects (but usually just
+none or one).
 
-sub apply_payments {
-  my $self = shift;
+=cut
 
-  #return 0 unless
+sub email_search {
+  my %options = @_;
 
-  my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
-      qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
+  local($DEBUG) = 1;
 
-  my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
-      qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
+  my $email = delete $options{'email'};
 
-  my $payment;
+  #we're only being used by RT at the moment... no agent virtualization yet
+  #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
 
-  foreach my $cust_bill ( @invoices ) {
-    my $amount;
+  my @cust_main = ();
 
-    if ( !defined($payment) || $payment->unapplied == 0 ) {
-      $payment = pop @payments or last;
-    }
+  if ( $email =~ /([^@]+)\@([^@]+)/ ) {
 
-    if ( $cust_bill->owed >= $payment->unapplied ) {
-      $amount = $payment->unapplied;
-    } else {
-      $amount = $cust_bill->owed;
-    }
+    my ( $user, $domain ) = ( $1, $2 );
 
-    my $cust_bill_pay = new FS::cust_bill_pay ( {
-      'paynum' => $payment->paynum,
-      'invnum' => $cust_bill->invnum,
-      'amount' => $amount,
-    } );
-    my $error = $cust_bill_pay->insert;
-    die $error if $error;
+    warn "$me smart_search: searching for $user in domain $domain"
+      if $DEBUG;
 
-    redo if ( $cust_bill->owed > 0);
+    push @cust_main,
+      map $_->cust_main,
+          qsearch( {
+                     'table'     => 'cust_main_invoice',
+                     'hashref'   => { 'dest' => $email },
+                   }
+                 );
 
+    push @cust_main,
+      map  $_->cust_main,
+      grep $_,
+      map  $_->cust_svc->cust_pkg,
+          qsearch( {
+                     'table'     => 'svc_acct',
+                     'hashref'   => { 'username' => $user, },
+                     'extra_sql' =>
+                       'AND ( SELECT domain FROM svc_domain
+                                WHERE svc_acct.domsvc = svc_domain.svcnum
+                            ) = '. dbh->quote($domain),
+                   }
+                 );
   }
 
-  return $self->total_unapplied_payments;
-}
-
-=item total_credited
+  my %saw = ();
+  @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
 
-Returns the total outstanding credit (see L<FS::cust_credit>) for this
-customer.  See L<FS::cust_credit/credited>.
+  warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
+    if $DEBUG;
 
-=cut
+  @cust_main;
 
-sub total_credited {
-  my $self = shift;
-  my $total_credit = 0;
-  foreach my $cust_credit ( qsearch('cust_credit', {
-    'custnum' => $self->custnum,
-  } ) ) {
-    $total_credit += $cust_credit->credited;
-  }
-  sprintf( "%.2f", $total_credit );
 }
 
-=item total_unapplied_payments
-
-Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
-See L<FS::cust_pay/unapplied>.
+=item check_and_rebuild_fuzzyfiles
 
 =cut
 
-sub total_unapplied_payments {
-  my $self = shift;
-  my $total_unapplied = 0;
-  foreach my $cust_pay ( qsearch('cust_pay', {
-    'custnum' => $self->custnum,
-  } ) ) {
-    $total_unapplied += $cust_pay->unapplied;
-  }
-  sprintf( "%.2f", $total_unapplied );
-}
+use vars qw(@fuzzyfields);
+@fuzzyfields = ( 'last', 'first', 'company' );
 
-=item balance
+sub check_and_rebuild_fuzzyfiles {
+  my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
+  rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
+}
 
-Returns the balance for this customer (total_owed minus total_credited
-minus total_unapplied_payments).
+=item rebuild_fuzzyfiles
 
 =cut
 
-sub balance {
-  my $self = shift;
-  sprintf( "%.2f",
-    $self->total_owed - $self->total_credited - $self->total_unapplied_payments
-  );
-}
+sub rebuild_fuzzyfiles {
 
-=item balance_date TIME
+  use Fcntl qw(:flock);
 
-Returns the balance for this customer, only considering invoices with date
-earlier than TIME (total_owed_date minus total_credited minus
-total_unapplied_payments).  TIME is specified as a UNIX timestamp; see
-L<perlfunc/"time">).  Also see L<Time::Local> and L<Date::Parse> for conversion
-functions.
+  my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
+  mkdir $dir, 0700 unless -d $dir;
 
-=cut
+  foreach my $fuzzy ( @fuzzyfields ) {
 
-sub balance_date {
-  my $self = shift;
-  my $time = shift;
-  sprintf( "%.2f",
-    $self->total_owed_date($time)
-      - $self->total_credited
-      - $self->total_unapplied_payments
-  );
-}
+    open(LOCK,">>$dir/cust_main.$fuzzy")
+      or die "can't open $dir/cust_main.$fuzzy: $!";
+    flock(LOCK,LOCK_EX)
+      or die "can't lock $dir/cust_main.$fuzzy: $!";
 
-=item invoicing_list [ ARRAYREF ]
+    open (CACHE,">$dir/cust_main.$fuzzy.tmp")
+      or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
 
-If an arguement is given, sets these email addresses as invoice recipients
-(see L<FS::cust_main_invoice>).  Errors are not fatal and are not reported
-(except as warnings), so use check_invoicing_list first.
+    foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
+      my $sth = dbh->prepare("SELECT $field FROM cust_main".
+                             " WHERE $field != '' AND $field IS NOT NULL");
+      $sth->execute or die $sth->errstr;
 
-Returns a list of email addresses (with svcnum entries expanded).
+      while ( my $row = $sth->fetchrow_arrayref ) {
+        print CACHE $row->[0]. "\n";
+      }
 
-Note: You can clear the invoicing list by passing an empty ARRAYREF.  You can
-check it without disturbing anything by passing nothing.
+    } 
 
-This interface may change in the future.
+    close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
+  
+    rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
+    close LOCK;
+  }
+
+}
+
+=item all_X
 
 =cut
 
-sub invoicing_list {
-  my( $self, $arrayref ) = @_;
-  if ( $arrayref ) {
-    my @cust_main_invoice;
-    if ( $self->custnum ) {
-      @cust_main_invoice = 
-        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-    } else {
-      @cust_main_invoice = ();
-    }
-    foreach my $cust_main_invoice ( @cust_main_invoice ) {
-      #warn $cust_main_invoice->destnum;
-      unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
-        #warn $cust_main_invoice->destnum;
-        my $error = $cust_main_invoice->delete;
-        warn $error if $error;
-      }
-    }
-    if ( $self->custnum ) {
-      @cust_main_invoice = 
-        qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-    } else {
-      @cust_main_invoice = ();
-    }
-    my %seen = map { $_->address => 1 } @cust_main_invoice;
-    foreach my $address ( @{$arrayref} ) {
-      #unless ( grep { $address eq $_->address } @cust_main_invoice ) {
-      next if exists $seen{$address} && $seen{$address};
-      $seen{$address} = 1;
-      my $cust_main_invoice = new FS::cust_main_invoice ( {
-        'custnum' => $self->custnum,
-        'dest'    => $address,
-      } );
-      my $error = $cust_main_invoice->insert;
-      warn $error if $error;
-    }
-  }
-  if ( $self->custnum ) {
-    map { $_->address }
-      qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
-  } else {
-    ();
-  }
+sub all_X {
+  my( $self, $field ) = @_;
+  my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
+  open(CACHE,"<$dir/cust_main.$field")
+    or die "can't open $dir/cust_main.$field: $!";
+  my @array = map { chomp; $_; } <CACHE>;
+  close CACHE;
+  \@array;
 }
 
-=item check_invoicing_list ARRAYREF
+=item append_fuzzyfiles LASTNAME COMPANY
+
+=cut
+
+sub append_fuzzyfiles {
+  #my( $first, $last, $company ) = @_;
+
+  &check_and_rebuild_fuzzyfiles;
 
-Checks these arguements as valid input for the invoicing_list method.  If there
-is an error, returns the error, otherwise returns false.
+  use Fcntl qw(:flock);
 
-=cut
+  my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
+
+  foreach my $field (qw( first last company )) {
+    my $value = shift;
+
+    if ( $value ) {
+
+      open(CACHE,">>$dir/cust_main.$field")
+        or die "can't open $dir/cust_main.$field: $!";
+      flock(CACHE,LOCK_EX)
+        or die "can't lock $dir/cust_main.$field: $!";
+
+      print CACHE "$value\n";
+
+      flock(CACHE,LOCK_UN)
+        or die "can't unlock $dir/cust_main.$field: $!";
+      close CACHE;
+    }
 
-sub check_invoicing_list {
-  my( $self, $arrayref ) = @_;
-  foreach my $address ( @{$arrayref} ) {
-    my $cust_main_invoice = new FS::cust_main_invoice ( {
-      'custnum' => $self->custnum,
-      'dest'    => $address,
-    } );
-    my $error = $self->custnum
-                ? $cust_main_invoice->check
-                : $cust_main_invoice->checkdest
-    ;
-    return $error if $error;
   }
-  '';
-}
 
-=item default_invoicing_list
+  1;
+}
 
-Sets the invoicing list to all accounts associated with this customer.
+=item batch_import
 
 =cut
 
-sub default_invoicing_list {
-  my $self = shift;
-  my @list = ();
-  foreach my $cust_pkg ( $self->all_pkgs ) {
-    my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
-    my @svc_acct =
-      map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
-        grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
-          @cust_svc;
-    push @list, map { $_->email } @svc_acct;
+sub batch_import {
+  my $param = shift;
+  #warn join('-',keys %$param);
+  my $fh = $param->{filehandle};
+  my $agentnum = $param->{agentnum};
+
+  my $refnum = $param->{refnum};
+  my $pkgpart = $param->{pkgpart};
+
+  #my @fields = @{$param->{fields}};
+  my $format = $param->{'format'};
+  my @fields;
+  my $payby;
+  if ( $format eq 'simple' ) {
+    @fields = qw( cust_pkg.setup dayphone first last
+                  address1 address2 city state zip comments );
+    $payby = 'BILL';
+  } elsif ( $format eq 'extended' ) {
+    @fields = qw( agent_custid refnum
+                  last first address1 address2 city state zip country
+                  daytime night
+                  ship_last ship_first ship_address1 ship_address2
+                  ship_city ship_state ship_zip ship_country
+                  payinfo paycvv paydate
+                  invoicing_list
+                  cust_pkg.pkgpart
+                  svc_acct.username svc_acct._password 
+                );
+    $payby = 'BILL';
+ } elsif ( $format eq 'extended-plus_company' ) {
+    @fields = qw( agent_custid refnum
+                  last first company address1 address2 city state zip country
+                  daytime night
+                  ship_last ship_first ship_company ship_address1 ship_address2
+                  ship_city ship_state ship_zip ship_country
+                  payinfo paycvv paydate
+                  invoicing_list
+                  cust_pkg.pkgpart
+                  svc_acct.username svc_acct._password 
+                );
+    $payby = 'BILL';
+  } else {
+    die "unknown format $format";
   }
-  $self->invoicing_list(\@list);
-}
 
-=item invoicing_list_addpost
+  eval "use Text::CSV_XS;";
+  die $@ if $@;
 
-Adds postal invoicing to this customer.  If this customer is already configured
-to receive postal invoices, does nothing.
+  my $csv = new Text::CSV_XS;
+  #warn $csv;
+  #warn $fh;
 
-=cut
+  my $imported = 0;
+  #my $columns;
 
-sub invoicing_list_addpost {
-  my $self = shift;
-  return if grep { $_ eq 'POST' } $self->invoicing_list;
-  my @invoicing_list = $self->invoicing_list;
-  push @invoicing_list, 'POST';
-  $self->invoicing_list(\@invoicing_list);
-}
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
 
-=item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+  
+  #while ( $columns = $csv->getline($fh) ) {
+  my $line;
+  while ( defined($line=<$fh>) ) {
 
-Returns an array of customers referred by this customer (referral_custnum set
-to this custnum).  If DEPTH is given, recurses up to the given depth, returning
-customers referred by customers referred by this customer and so on, inclusive.
-The default behavior is DEPTH 1 (no recursion).
+    $csv->parse($line) or do {
+      $dbh->rollback if $oldAutoCommit;
+      return "can't parse: ". $csv->error_input();
+    };
 
-=cut
+    my @columns = $csv->fields();
+    #warn join('-',@columns);
 
-sub referral_cust_main {
-  my $self = shift;
-  my $depth = @_ ? shift : 1;
-  my $exclude = @_ ? shift : {};
+    my %cust_main = (
+      agentnum => $agentnum,
+      refnum   => $refnum,
+      country  => $conf->config('countrydefault') || 'US',
+      payby    => $payby, #default
+      paydate  => '12/2037', #default
+    );
+    my $billtime = time;
+    my %cust_pkg = ( pkgpart => $pkgpart );
+    my %svc_acct = ();
+    foreach my $field ( @fields ) {
+
+      if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
+
+        #$cust_pkg{$1} = str2time( shift @$columns );
+        if ( $1 eq 'pkgpart' ) {
+          $cust_pkg{$1} = shift @columns;
+        } elsif ( $1 eq 'setup' ) {
+          $billtime = str2time(shift @columns);
+        } else {
+          $cust_pkg{$1} = str2time( shift @columns );
+        } 
+
+      } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
+
+        $svc_acct{$1} = shift @columns;
+        
+      } else {
 
-  my @cust_main =
-    map { $exclude->{$_->custnum}++; $_; }
-      grep { ! $exclude->{ $_->custnum } }
-        qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
+        #refnum interception
+        if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
 
-  if ( $depth > 1 ) {
-    push @cust_main,
-      map { $_->referral_cust_main($depth-1, $exclude) }
-        @cust_main;
-  }
+          my $referral = $columns[0];
+          my %hash = ( 'referral' => $referral,
+                       'agentnum' => $agentnum,
+                       'disabled' => '',
+                     );
 
-  @cust_main;
-}
+          my $part_referral = qsearchs('part_referral', \%hash )
+                              || new FS::part_referral \%hash;
 
-=item referral_cust_main_ncancelled
+          unless ( $part_referral->refnum ) {
+            my $error = $part_referral->insert;
+            if ( $error ) {
+              $dbh->rollback if $oldAutoCommit;
+              return "can't auto-insert advertising source: $referral: $error";
+            }
+          }
 
-Same as referral_cust_main, except only returns customers with uncancelled
-packages.
+          $columns[0] = $part_referral->refnum;
+        }
 
-=cut
+        #$cust_main{$field} = shift @$columns; 
+        $cust_main{$field} = shift @columns; 
+      }
+    }
 
-sub referral_cust_main_ncancelled {
-  my $self = shift;
-  grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
-}
+    $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
 
-=item referral_cust_pkg [ DEPTH ]
+    my $invoicing_list = $cust_main{'invoicing_list'}
+                           ? [ delete $cust_main{'invoicing_list'} ]
+                           : [];
 
-Like referral_cust_main, except returns a flat list of all unsuspended (and
-uncancelled) packages for each customer.  The number of items in this list may
-be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
+    my $cust_main = new FS::cust_main ( \%cust_main );
 
-=cut
+    use Tie::RefHash;
+    tie my %hash, 'Tie::RefHash'; #this part is important
 
-sub referral_cust_pkg {
-  my $self = shift;
-  my $depth = @_ ? shift : 1;
+    if ( $cust_pkg{'pkgpart'} ) {
+      my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
 
-  map { $_->unsuspended_pkgs }
-    grep { $_->unsuspended_pkgs }
-      $self->referral_cust_main($depth);
-}
+      my @svc_acct = ();
+      if ( $svc_acct{'username'} ) {
+        my $part_pkg = $cust_pkg->part_pkg;
+	unless ( $part_pkg ) {
+	  $dbh->rollback if $oldAutoCommit;
+	  return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
+	} 
+        $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
+        push @svc_acct, new FS::svc_acct ( \%svc_acct )
+      }
 
-=item credit AMOUNT, REASON
+      $hash{$cust_pkg} = \@svc_acct;
+    }
 
-Applies a credit to this customer.  If there is an error, returns the error,
-otherwise returns false.
+    my $error = $cust_main->insert( \%hash, $invoicing_list );
 
-=cut
+    if ( $error ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "can't insert customer for $line: $error";
+    }
 
-sub credit {
-  my( $self, $amount, $reason ) = @_;
-  my $cust_credit = new FS::cust_credit {
-    'custnum' => $self->custnum,
-    'amount'  => $amount,
-    'reason'  => $reason,
-  };
-  $cust_credit->insert;
-}
+    if ( $format eq 'simple' ) {
+
+      #false laziness w/bill.cgi
+      $error = $cust_main->bill( 'time' => $billtime );
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return "can't bill customer for $line: $error";
+      }
+  
+      $error = $cust_main->apply_payments_and_credits;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return "can't bill customer for $line: $error";
+      }
 
-=item charge AMOUNT PKG COMMENT
+      $error = $cust_main->collect();
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return "can't collect customer for $line: $error";
+      }
 
-Creates a one-time charge for this customer.  If there is an error, returns
-the error, otherwise returns false.
+    }
 
-=cut
+    $imported++;
+  }
 
-sub charge {
-  my ( $self, $amount, $pkg, $comment ) = @_;
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
 
-  my $part_pkg = new FS::part_pkg ( {
-    'pkg'      => $pkg || 'One-time charge',
-    'comment'  => $comment || '$'. sprintf("%.2f".$amount),
-    'setup'    => $amount,
-    'freq'     => 0,
-    'recur'    => '0',
-    'disabled' => 'Y',
-  } );
+  return "Empty file!" unless $imported;
 
-  $part_pkg->insert;
+  ''; #no error
 
 }
 
-=item cust_bill
-
-Returns all the invoices (see L<FS::cust_bill>) for this customer.
+=item batch_charge
 
 =cut
 
-sub cust_bill {
-  my $self = shift;
-  qsearch('cust_bill', { 'custnum' => $self->custnum, } )
-}
+sub batch_charge {
+  my $param = shift;
+  #warn join('-',keys %$param);
+  my $fh = $param->{filehandle};
+  my @fields = @{$param->{fields}};
 
-=item open_cust_bill
+  eval "use Text::CSV_XS;";
+  die $@ if $@;
 
-Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
-customer.
+  my $csv = new Text::CSV_XS;
+  #warn $csv;
+  #warn $fh;
 
-=cut
+  my $imported = 0;
+  #my $columns;
 
-sub open_cust_bill {
-  my $self = shift;
-  grep { $_->owed > 0 } $self->cust_bill;
-}
+  local $SIG{HUP} = 'IGNORE';
+  local $SIG{INT} = 'IGNORE';
+  local $SIG{QUIT} = 'IGNORE';
+  local $SIG{TERM} = 'IGNORE';
+  local $SIG{TSTP} = 'IGNORE';
+  local $SIG{PIPE} = 'IGNORE';
 
-=back
+  my $oldAutoCommit = $FS::UID::AutoCommit;
+  local $FS::UID::AutoCommit = 0;
+  my $dbh = dbh;
+  
+  #while ( $columns = $csv->getline($fh) ) {
+  my $line;
+  while ( defined($line=<$fh>) ) {
 
-=head1 SUBROUTINES
+    $csv->parse($line) or do {
+      $dbh->rollback if $oldAutoCommit;
+      return "can't parse: ". $csv->error_input();
+    };
 
-=over 4
+    my @columns = $csv->fields();
+    #warn join('-',@columns);
 
-=item check_and_rebuild_fuzzyfiles
+    my %row = ();
+    foreach my $field ( @fields ) {
+      $row{$field} = shift @columns;
+    }
 
-=cut
+    my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
+    unless ( $cust_main ) {
+      $dbh->rollback if $oldAutoCommit;
+      return "unknown custnum $row{'custnum'}";
+    }
+
+    if ( $row{'amount'} > 0 ) {
+      my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+      $imported++;
+    } elsif ( $row{'amount'} < 0 ) {
+      my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
+                                      $row{'pkg'}                         );
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit;
+        return $error;
+      }
+      $imported++;
+    } else {
+      #hmm?
+    }
+
+  }
+
+  $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+
+  return "Empty file!" unless $imported;
+
+  ''; #no error
 
-sub check_and_rebuild_fuzzyfiles {
-  my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
-  -e "$dir/cust_main.last" && -e "$dir/cust_main.company"
-    or &rebuild_fuzzyfiles;
 }
 
-=item rebuild_fuzzyfiles
+=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
 
-=cut
+Sends a templated email notification to the customer (see L<Text::Template>).
 
-sub rebuild_fuzzyfiles {
+OPTIONS is a hash and may include
 
-  use Fcntl qw(:flock);
+I<from> - the email sender (default is invoice_from)
+
+I<to> - comma-separated scalar or arrayref of recipients 
+   (default is invoicing_list)
 
-  my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
+I<subject> - The subject line of the sent email notification
+   (default is "Notice from company_name")
 
-  #last
+I<extra_fields> - a hashref of name/value pairs which will be substituted
+   into the template
 
-  open(LASTLOCK,">>$dir/cust_main.last")
-    or die "can't open $dir/cust_main.last: $!";
-  flock(LASTLOCK,LOCK_EX)
-    or die "can't lock $dir/cust_main.last: $!";
+The following variables are vavailable in the template.
 
-  my @all_last = map $_->getfield('last'), qsearch('cust_main', {});
-  push @all_last,
-                 grep $_, map $_->getfield('ship_last'), qsearch('cust_main',{})
-    if defined dbdef->table('cust_main')->column('ship_last');
+I<$first> - the customer first name
+I<$last> - the customer last name
+I<$company> - the customer company
+I<$payby> - a description of the method of payment for the customer
+            # would be nice to use FS::payby::shortname
+I<$payinfo> - the account information used to collect for this customer
+I<$expdate> - the expiration of the customer payment in seconds from epoch
 
-  open (LASTCACHE,">$dir/cust_main.last.tmp")
-    or die "can't open $dir/cust_main.last.tmp: $!";
-  print LASTCACHE join("\n", @all_last), "\n";
-  close LASTCACHE or die "can't close $dir/cust_main.last.tmp: $!";
+=cut
 
-  rename "$dir/cust_main.last.tmp", "$dir/cust_main.last";
-  close LASTLOCK;
+sub notify {
+  my ($customer, $template, %options) = @_;
 
-  #company
+  return unless $conf->exists($template);
 
-  open(COMPANYLOCK,">>$dir/cust_main.company")
-    or die "can't open $dir/cust_main.company: $!";
-  flock(COMPANYLOCK,LOCK_EX)
-    or die "can't lock $dir/cust_main.company: $!";
+  my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
+  $from = $options{from} if exists($options{from});
 
-  my @all_company = grep $_ ne '', map $_->company, qsearch('cust_main',{});
-  push @all_company,
-       grep $_ ne '', map $_->ship_company, qsearch('cust_main', {})
-    if defined dbdef->table('cust_main')->column('ship_last');
+  my $to = join(',', $customer->invoicing_list_emailonly);
+  $to = $options{to} if exists($options{to});
+  
+  my $subject = "Notice from " . $conf->config('company_name')
+    if $conf->exists('company_name');
+  $subject = $options{subject} if exists($options{subject});
+
+  my $notify_template = new Text::Template (TYPE => 'ARRAY',
+                                            SOURCE => [ map "$_\n",
+                                              $conf->config($template)]
+                                           )
+    or die "can't create new Text::Template object: Text::Template::ERROR";
+  $notify_template->compile()
+    or die "can't compile template: Text::Template::ERROR";
+
+  $FS::notify_template::_template::company_name = $conf->config('company_name');
+  $FS::notify_template::_template::company_address =
+    join("\n", $conf->config('company_address') ). "\n";
+
+  my $paydate = $customer->paydate || '2037-12-31';
+  $FS::notify_template::_template::first = $customer->first;
+  $FS::notify_template::_template::last = $customer->last;
+  $FS::notify_template::_template::company = $customer->company;
+  $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
+  my $payby = $customer->payby;
+  my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
+  my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
+
+  #credit cards expire at the end of the month/year of their exp date
+  if ($payby eq 'CARD' || $payby eq 'DCRD') {
+    $FS::notify_template::_template::payby = 'credit card';
+    ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
+    $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
+    $expire_time--;
+  }elsif ($payby eq 'COMP') {
+    $FS::notify_template::_template::payby = 'complimentary account';
+  }else{
+    $FS::notify_template::_template::payby = 'current method';
+  }
+  $FS::notify_template::_template::expdate = $expire_time;
 
-  open (COMPANYCACHE,">$dir/cust_main.company.tmp")
-    or die "can't open $dir/cust_main.company.tmp: $!";
-  print COMPANYCACHE join("\n", @all_company), "\n";
-  close COMPANYCACHE or die "can't close $dir/cust_main.company.tmp: $!";
+  for (keys %{$options{extra_fields}}){
+    no strict "refs";
+    ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
+  }
 
-  rename "$dir/cust_main.company.tmp", "$dir/cust_main.company";
-  close COMPANYLOCK;
+  send_email(from => $from,
+             to => $to,
+             subject => $subject,
+             body => $notify_template->fill_in( PACKAGE =>
+                                                'FS::notify_template::_template'                                              ),
+            );
 
 }
 
-=item all_last
+=item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
+
+Generates a templated notification to the customer (see L<Text::Template>).
+
+OPTIONS is a hash and may include
+
+I<extra_fields> - a hashref of name/value pairs which will be substituted
+   into the template.  These values may override values mentioned below
+   and those from the customer record.
+
+The following variables are available in the template instead of or in addition
+to the fields of the customer record.
+
+I<$payby> - a description of the method of payment for the customer
+            # would be nice to use FS::payby::shortname
+I<$payinfo> - the masked account information used to collect for this customer
+I<$expdate> - the expiration of the customer payment method in seconds from epoch
+I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
 
 =cut
 
-sub all_last {
-  my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
-  open(LASTCACHE,"<$dir/cust_main.last")
-    or die "can't open $dir/cust_main.last: $!";
-  my @array = map { chomp; $_; } <LASTCACHE>;
-  close LASTCACHE;
-  \@array;
+sub generate_letter {
+  my ($self, $template, %options) = @_;
+
+  return unless $conf->exists($template);
+
+  my $letter_template = new Text::Template
+                        ( TYPE       => 'ARRAY',
+                          SOURCE     => [ map "$_\n", $conf->config($template)],
+                          DELIMITERS => [ '[@--', '--@]' ],
+                        )
+    or die "can't create new Text::Template object: Text::Template::ERROR";
+
+  $letter_template->compile()
+    or die "can't compile template: Text::Template::ERROR";
+
+  my %letter_data = map { $_ => $self->$_ } $self->fields;
+  $letter_data{payinfo} = $self->mask_payinfo;
+
+  #my $paydate = $self->paydate || '2037-12-31';
+  my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
+
+  my $payby = $self->payby;
+  my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
+  my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
+
+  #credit cards expire at the end of the month/year of their exp date
+  if ($payby eq 'CARD' || $payby eq 'DCRD') {
+    $letter_data{payby} = 'credit card';
+    ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
+    $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
+    $expire_time--;
+  }elsif ($payby eq 'COMP') {
+    $letter_data{payby} = 'complimentary account';
+  }else{
+    $letter_data{payby} = 'current method';
+  }
+  $letter_data{expdate} = $expire_time;
+
+  for (keys %{$options{extra_fields}}){
+    $letter_data{$_} = $options{extra_fields}->{$_};
+  }
+
+  unless(exists($letter_data{returnaddress})){
+    my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
+                                                  $self->agent_template)
+                     );
+    if ( length($retadd) ) {
+      $letter_data{returnaddress} = $retadd;
+    } elsif ( grep /\S/, $conf->config('company_address') ) {
+      $letter_data{returnaddress} =
+        join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
+                          $conf->config('company_address')
+        );
+    } else {
+      $letter_data{returnaddress} = '~';
+    }
+  }
+
+  $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
+
+  $letter_data{company_name} = $conf->config('company_name');
+
+  my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
+  my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
+                           DIR      => $dir,
+                           SUFFIX   => '.tex',
+                           UNLINK   => 0,
+                         ) or die "can't open temp file: $!\n";
+
+  $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
+  close $fh;
+  $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
+  return $1;
 }
 
-=item all_company
+=item print_ps TEMPLATE 
+
+Returns an postscript letter filled in from TEMPLATE, as a scalar.
 
 =cut
 
-sub all_company {
-  my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
-  open(COMPANYCACHE,"<$dir/cust_main.company")
-    or die "can't open $dir/cust_main.last: $!";
-  my @array = map { chomp; $_; } <COMPANYCACHE>;
-  close COMPANYCACHE;
-  \@array;
+sub print_ps {
+  my $self = shift;
+  my $file = $self->generate_letter(@_);
+  FS::Misc::generate_ps($file);
 }
 
-=item append_fuzzyfiles LASTNAME COMPANY
+=item print TEMPLATE
 
-=cut
+Prints the filled in template.
 
-sub append_fuzzyfiles {
-  my( $last, $company ) = @_;
+TEMPLATE is the name of a L<Text::Template> to fill in and print.
 
-  &check_and_rebuild_fuzzyfiles;
+=cut
 
-  use Fcntl qw(:flock);
+sub queueable_print {
+  my %opt = @_;
 
-  my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
+  my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
+    or die "invalid customer number: " . $opt{custvnum};
 
-  if ( $last ) {
+  my $error = $self->print( $opt{template} );
+  die $error if $error;
+}
 
-    open(LAST,">>$dir/cust_main.last")
-      or die "can't open $dir/cust_main.last: $!";
-    flock(LAST,LOCK_EX)
-      or die "can't lock $dir/cust_main.last: $!";
+sub print {
+  my ($self, $template) = (shift, shift);
+  do_print [ $self->print_ps($template) ];
+}
 
-    print LAST "$last\n";
+sub agent_template {
+  my $self = shift;
+  $self->_agent_plandata('agent_templatename');
+}
 
-    flock(LAST,LOCK_UN)
-      or die "can't unlock $dir/cust_main.last: $!";
-    close LAST;
-  }
+sub agent_invoice_from {
+  my $self = shift;
+  $self->_agent_plandata('agent_invoice_from');
+}
 
-  if ( $company ) {
+sub _agent_plandata {
+  my( $self, $option ) = @_;
 
-    open(COMPANY,">>$dir/cust_main.company")
-      or die "can't open $dir/cust_main.company: $!";
-    flock(COMPANY,LOCK_EX)
-      or die "can't lock $dir/cust_main.company: $!";
+  #yuck.  this whole thing needs to be reconciled better with 1.9's idea of
+  #agent-specific Conf
 
-    print COMPANY "$company\n";
+  use FS::part_event::Condition;
+  
+  my $agentnum = $self->agentnum;
 
-    flock(COMPANY,LOCK_UN)
-      or die "can't unlock $dir/cust_main.company: $!";
+  my $regexp = '';
+  if ( driver_name =~ /^Pg/i ) {
+    $regexp = '~';
+  } elsif ( driver_name =~ /^mysql/i ) {
+    $regexp = 'REGEXP';
+  } else {
+    die "don't know how to use regular expressions in ". driver_name. " databases";
+  }
 
-    close COMPANY;
+  my $part_event_option =
+    qsearchs({
+      'select'    => 'part_event_option.*',
+      'table'     => 'part_event_option',
+      'addl_from' => q{
+        LEFT JOIN part_event USING ( eventpart )
+        LEFT JOIN part_event_option AS peo_agentnum
+          ON ( part_event.eventpart = peo_agentnum.eventpart
+               AND peo_agentnum.optionname = 'agentnum'
+               AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
+             )
+        LEFT JOIN part_event_option AS peo_cust_bill_age
+          ON ( part_event.eventpart = peo_cust_bill_age.eventpart
+               AND peo_cust_bill_age.optionname = 'cust_bill_age'
+             )
+      },
+      #'hashref'   => { 'optionname' => $option },
+      #'hashref'   => { 'part_event_option.optionname' => $option },
+      'extra_sql' =>
+        " WHERE part_event_option.optionname = ". dbh->quote($option).
+        " AND action = 'cust_bill_send_agent' ".
+        " AND ( disabled IS NULL OR disabled != 'Y' ) ".
+        " AND peo_agentnum.optionname = 'agentnum' ".
+        " AND agentnum IS NULL OR agentnum = $agentnum ".
+        " ORDER BY
+           CASE WHEN peo_cust_bill_age.optionname != 'cust_bill_age'
+           THEN -1
+	   ELSE ". FS::part_event::Condition->age2seconds_sql('peo_cust_bill_age.optionvalue').
+        " END
+          , part_event.weight".
+        " LIMIT 1"
+    });
+    
+  unless ( $part_event_option ) {
+    return $self->agent->invoice_template || ''
+      if $option eq 'agent_templatename';
+    return '';
   }
 
-  1;
+  $part_event_option->optionvalue;
+
+}
+
+sub queued_bill {
+  ## actual sub, not a method, designed to be called from the queue.
+  ## sets up the customer, and calls the bill_and_collect
+  my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
+  my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
+      $cust_main->bill_and_collect(
+        %args,
+      );
 }
 
 =back
@@ -1936,6 +6554,15 @@ card types.
 
 No multiple currency support (probably a larger project than just this module).
 
+payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
+
+Birthdates rely on negative epoch values.
+
+The payby for card/check batches is broken.  With mixed batching, bad
+things will happen.
+
+B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
+
 =head1 SEE ALSO
 
 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
@@ -1946,4 +6573,3 @@ L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.
 
 1;
 
-