5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
48 use FS::cust_main_exemption;
49 use FS::cust_tax_adjustment;
51 use FS::tax_rate_location;
52 use FS::cust_tax_location;
53 use FS::part_pkg_taxrate;
55 use FS::cust_main_invoice;
57 use FS::cust_credit_bill;
58 use FS::cust_bill_pay;
59 use FS::prepay_credit;
63 use FS::part_event_condition;
66 use FS::payment_gateway;
67 use FS::agent_payment_gateway;
69 use FS::payinfo_Mixin;
72 @ISA = qw( FS::payinfo_Mixin FS::Record );
74 @EXPORT_OK = qw( smart_search );
76 $realtime_bop_decline_quiet = 0;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
88 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
193 (optional, see L<FS::cust_main_county>)
197 (see L<FS::cust_main_county>)
203 (see L<FS::cust_main_county>)
239 (optional, see L<FS::cust_main_county>)
243 (see L<FS::cust_main_county>)
249 (see L<FS::cust_main_county>)
265 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
269 Payment Information (See L<FS::payinfo_Mixin> for data format)
273 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
277 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
281 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
285 Start date month (maestro/solo cards only)
289 Start date year (maestro/solo cards only)
293 Issue number (maestro/solo cards only)
297 Name on card or billing name
301 IP address from which payment information was received
305 Tax exempt, empty or `Y'
309 Order taker (assigned automatically, see L<FS::UID>)
315 =item referral_custnum
317 Referring customer number
321 Enable individual CDR spooling, empty or `Y'
325 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
329 Discourage individual CDR printing, empty or `Y'
339 Creates a new customer. To add the customer to the database, see L<"insert">.
341 Note that this stores the hash reference, not a distinct copy of the hash it
342 points to. You can ask the object for a copy with the I<hash> method.
346 sub table { 'cust_main'; }
348 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
350 Adds this customer to the database. If there is an error, returns the error,
351 otherwise returns false.
353 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
354 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
355 are inserted atomicly, or the transaction is rolled back. Passing an empty
356 hash reference is equivalent to not supplying this parameter. There should be
357 a better explanation of this, but until then, here's an example:
360 tie %hash, 'Tie::RefHash'; #this part is important
362 $cust_pkg => [ $svc_acct ],
365 $cust_main->insert( \%hash );
367 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
368 be set as the invoicing list (see L<"invoicing_list">). Errors return as
369 expected and rollback the entire transaction; it is not necessary to call
370 check_invoicing_list first. The invoicing_list is set after the records in the
371 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
372 invoicing_list destination to the newly-created svc_acct. Here's an example:
374 $cust_main->insert( {}, [ $email, 'POST' ] );
376 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
378 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
379 on the supplied jobnum (they will not run until the specific job completes).
380 This can be used to defer provisioning until some action completes (such
381 as running the customer's credit card successfully).
383 The I<noexport> option is deprecated. If I<noexport> is set true, no
384 provisioning jobs (exports) are scheduled. (You can schedule them later with
385 the B<reexport> method.)
387 The I<tax_exemption> option can be set to an arrayref of tax names.
388 FS::cust_main_exemption records will be created and inserted.
394 my $cust_pkgs = @_ ? shift : {};
395 my $invoicing_list = @_ ? shift : '';
397 warn "$me insert called with options ".
398 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
401 local $SIG{HUP} = 'IGNORE';
402 local $SIG{INT} = 'IGNORE';
403 local $SIG{QUIT} = 'IGNORE';
404 local $SIG{TERM} = 'IGNORE';
405 local $SIG{TSTP} = 'IGNORE';
406 local $SIG{PIPE} = 'IGNORE';
408 my $oldAutoCommit = $FS::UID::AutoCommit;
409 local $FS::UID::AutoCommit = 0;
412 my $prepay_identifier = '';
413 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
415 if ( $self->payby eq 'PREPAY' ) {
417 $self->payby('BILL');
418 $prepay_identifier = $self->payinfo;
421 warn " looking up prepaid card $prepay_identifier\n"
424 my $error = $self->get_prepay( $prepay_identifier,
425 'amount_ref' => \$amount,
426 'seconds_ref' => \$seconds,
427 'upbytes_ref' => \$upbytes,
428 'downbytes_ref' => \$downbytes,
429 'totalbytes_ref' => \$totalbytes,
432 $dbh->rollback if $oldAutoCommit;
433 #return "error applying prepaid card (transaction rolled back): $error";
437 $payby = 'PREP' if $amount;
439 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
442 $self->payby('BILL');
443 $amount = $self->paid;
447 warn " inserting $self\n"
450 $self->signupdate(time) unless $self->signupdate;
452 $self->auto_agent_custid()
453 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
455 my $error = $self->SUPER::insert;
457 $dbh->rollback if $oldAutoCommit;
458 #return "inserting cust_main record (transaction rolled back): $error";
462 warn " setting invoicing list\n"
465 if ( $invoicing_list ) {
466 $error = $self->check_invoicing_list( $invoicing_list );
468 $dbh->rollback if $oldAutoCommit;
469 #return "checking invoicing_list (transaction rolled back): $error";
472 $self->invoicing_list( $invoicing_list );
475 warn " setting customer tags\n"
478 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
479 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
480 'custnum' => $self->custnum };
481 my $error = $cust_tag->insert;
483 $dbh->rollback if $oldAutoCommit;
488 if ( $invoicing_list ) {
489 $error = $self->check_invoicing_list( $invoicing_list );
491 $dbh->rollback if $oldAutoCommit;
492 #return "checking invoicing_list (transaction rolled back): $error";
495 $self->invoicing_list( $invoicing_list );
499 warn " setting cust_main_exemption\n"
502 my $tax_exemption = delete $options{'tax_exemption'};
503 if ( $tax_exemption ) {
504 foreach my $taxname ( @$tax_exemption ) {
505 my $cust_main_exemption = new FS::cust_main_exemption {
506 'custnum' => $self->custnum,
507 'taxname' => $taxname,
509 my $error = $cust_main_exemption->insert;
511 $dbh->rollback if $oldAutoCommit;
512 return "inserting cust_main_exemption (transaction rolled back): $error";
517 if ( $conf->config('cust_main-skeleton_tables')
518 && $conf->config('cust_main-skeleton_custnum') ) {
520 warn " inserting skeleton records\n"
523 my $error = $self->start_copy_skel;
525 $dbh->rollback if $oldAutoCommit;
531 warn " ordering packages\n"
534 $error = $self->order_pkgs( $cust_pkgs,
536 'seconds_ref' => \$seconds,
537 'upbytes_ref' => \$upbytes,
538 'downbytes_ref' => \$downbytes,
539 'totalbytes_ref' => \$totalbytes,
542 $dbh->rollback if $oldAutoCommit;
547 $dbh->rollback if $oldAutoCommit;
548 return "No svc_acct record to apply pre-paid time";
550 if ( $upbytes || $downbytes || $totalbytes ) {
551 $dbh->rollback if $oldAutoCommit;
552 return "No svc_acct record to apply pre-paid data";
556 warn " inserting initial $payby payment of $amount\n"
558 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
560 $dbh->rollback if $oldAutoCommit;
561 return "inserting payment (transaction rolled back): $error";
565 unless ( $import || $skip_fuzzyfiles ) {
566 warn " queueing fuzzyfiles update\n"
568 $error = $self->queue_fuzzyfiles_update;
570 $dbh->rollback if $oldAutoCommit;
571 return "updating fuzzy search cache: $error";
575 warn " insert complete; committing transaction\n"
578 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
583 use File::CounterFile;
584 sub auto_agent_custid {
587 my $format = $conf->config('cust_main-auto_agent_custid');
589 if ( $format eq '1YMMXXXXXXXX' ) {
591 my $counter = new File::CounterFile 'cust_main.agent_custid';
594 my $ym = 100000000000 + time2str('%y%m00000000', time);
595 if ( $ym > $counter->value ) {
596 $counter->{'value'} = $agent_custid = $ym;
597 $counter->{'updated'} = 1;
599 $agent_custid = $counter->inc;
605 die "Unknown cust_main-auto_agent_custid format: $format";
608 $self->agent_custid($agent_custid);
612 sub start_copy_skel {
615 #'mg_user_preference' => {},
616 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
617 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
618 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
619 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
620 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
623 _copy_skel( 'cust_main', #tablename
624 $conf->config('cust_main-skeleton_custnum'), #sourceid
625 $self->custnum, #destid
626 @tables, #child tables
630 #recursive subroutine, not a method
632 my( $table, $sourceid, $destid, %child_tables ) = @_;
635 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
636 ( $table, $primary_key ) = ( $1, $2 );
638 my $dbdef_table = dbdef->table($table);
639 $primary_key = $dbdef_table->primary_key
640 or return "$table has no primary key".
641 " (or do you need to run dbdef-create?)";
644 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
645 join (', ', keys %child_tables). "\n"
648 foreach my $child_table_def ( keys %child_tables ) {
652 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
653 ( $child_table, $child_pkey ) = ( $1, $2 );
655 $child_table = $child_table_def;
657 $child_pkey = dbdef->table($child_table)->primary_key;
658 # or return "$table has no primary key".
659 # " (or do you need to run dbdef-create?)\n";
663 if ( keys %{ $child_tables{$child_table_def} } ) {
665 return "$child_table has no primary key".
666 " (run dbdef-create or try specifying it?)\n"
669 #false laziness w/Record::insert and only works on Pg
670 #refactor the proper last-inserted-id stuff out of Record::insert if this
671 # ever gets use for anything besides a quick kludge for one customer
672 my $default = dbdef->table($child_table)->column($child_pkey)->default;
673 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
674 or return "can't parse $child_table.$child_pkey default value ".
675 " for sequence name: $default";
680 my @sel_columns = grep { $_ ne $primary_key }
681 dbdef->table($child_table)->columns;
682 my $sel_columns = join(', ', @sel_columns );
684 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
685 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
686 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
688 my $sel_st = "SELECT $sel_columns FROM $child_table".
689 " WHERE $primary_key = $sourceid";
692 my $sel_sth = dbh->prepare( $sel_st )
693 or return dbh->errstr;
695 $sel_sth->execute or return $sel_sth->errstr;
697 while ( my $row = $sel_sth->fetchrow_hashref ) {
699 warn " selected row: ".
700 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
704 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
705 my $ins_sth =dbh->prepare($statement)
706 or return dbh->errstr;
707 my @param = ( $destid, map $row->{$_}, @ins_columns );
708 warn " $statement: [ ". join(', ', @param). " ]\n"
710 $ins_sth->execute( @param )
711 or return $ins_sth->errstr;
713 #next unless keys %{ $child_tables{$child_table} };
714 next unless $sequence;
716 #another section of that laziness
717 my $seq_sql = "SELECT currval('$sequence')";
718 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
719 $seq_sth->execute or return $seq_sth->errstr;
720 my $insertid = $seq_sth->fetchrow_arrayref->[0];
722 # don't drink soap! recurse! recurse! okay!
724 _copy_skel( $child_table_def,
725 $row->{$child_pkey}, #sourceid
727 %{ $child_tables{$child_table_def} },
729 return $error if $error;
739 =item order_pkg HASHREF | OPTION => VALUE ...
741 Orders a single package.
743 Options may be passed as a list of key/value pairs or as a hash reference.
754 Optional FS::cust_location object
758 Optional arryaref of FS::svc_* service objects.
762 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
763 jobs will have a dependancy on the supplied job (they will not run until the
764 specific job completes). This can be used to defer provisioning until some
765 action completes (such as running the customer's credit card successfully).
769 Optional subject for a ticket created and attached to this customer
773 Optional queue name for ticket additions
781 my $opt = ref($_[0]) ? shift : { @_ };
783 warn "$me order_pkg called with options ".
784 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
787 my $cust_pkg = $opt->{'cust_pkg'};
788 my $svcs = $opt->{'svcs'} || [];
790 my %svc_options = ();
791 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
792 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
794 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
795 qw( ticket_subject ticket_queue );
797 local $SIG{HUP} = 'IGNORE';
798 local $SIG{INT} = 'IGNORE';
799 local $SIG{QUIT} = 'IGNORE';
800 local $SIG{TERM} = 'IGNORE';
801 local $SIG{TSTP} = 'IGNORE';
802 local $SIG{PIPE} = 'IGNORE';
804 my $oldAutoCommit = $FS::UID::AutoCommit;
805 local $FS::UID::AutoCommit = 0;
808 if ( $opt->{'cust_location'} &&
809 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
810 my $error = $opt->{'cust_location'}->insert;
812 $dbh->rollback if $oldAutoCommit;
813 return "inserting cust_location (transaction rolled back): $error";
815 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
818 $cust_pkg->custnum( $self->custnum );
820 my $error = $cust_pkg->insert( %insert_params );
822 $dbh->rollback if $oldAutoCommit;
823 return "inserting cust_pkg (transaction rolled back): $error";
826 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
827 if ( $svc_something->svcnum ) {
828 my $old_cust_svc = $svc_something->cust_svc;
829 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
830 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
831 $error = $new_cust_svc->replace($old_cust_svc);
833 $svc_something->pkgnum( $cust_pkg->pkgnum );
834 if ( $svc_something->isa('FS::svc_acct') ) {
835 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
836 qw( seconds upbytes downbytes totalbytes ) ) {
837 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
838 ${ $opt->{$_.'_ref'} } = 0;
841 $error = $svc_something->insert(%svc_options);
844 $dbh->rollback if $oldAutoCommit;
845 return "inserting svc_ (transaction rolled back): $error";
849 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
854 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
855 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
857 Like the insert method on an existing record, this method orders multiple
858 packages and included services atomicaly. Pass a Tie::RefHash data structure
859 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
860 There should be a better explanation of this, but until then, here's an
864 tie %hash, 'Tie::RefHash'; #this part is important
866 $cust_pkg => [ $svc_acct ],
869 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
871 Services can be new, in which case they are inserted, or existing unaudited
872 services, in which case they are linked to the newly-created package.
874 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
875 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
877 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
878 on the supplied jobnum (they will not run until the specific job completes).
879 This can be used to defer provisioning until some action completes (such
880 as running the customer's credit card successfully).
882 The I<noexport> option is deprecated. If I<noexport> is set true, no
883 provisioning jobs (exports) are scheduled. (You can schedule them later with
884 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
885 on the cust_main object is not recommended, as existing services will also be
888 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
889 provided, the scalars (provided by references) will be incremented by the
890 values of the prepaid card.`
896 my $cust_pkgs = shift;
897 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
899 $seconds_ref ||= $options{'seconds_ref'};
901 warn "$me order_pkgs called with options ".
902 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
905 local $SIG{HUP} = 'IGNORE';
906 local $SIG{INT} = 'IGNORE';
907 local $SIG{QUIT} = 'IGNORE';
908 local $SIG{TERM} = 'IGNORE';
909 local $SIG{TSTP} = 'IGNORE';
910 local $SIG{PIPE} = 'IGNORE';
912 my $oldAutoCommit = $FS::UID::AutoCommit;
913 local $FS::UID::AutoCommit = 0;
916 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
918 foreach my $cust_pkg ( keys %$cust_pkgs ) {
920 my $error = $self->order_pkg(
921 'cust_pkg' => $cust_pkg,
922 'svcs' => $cust_pkgs->{$cust_pkg},
923 'seconds_ref' => $seconds_ref,
924 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
929 $dbh->rollback if $oldAutoCommit;
935 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
939 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
941 Recharges this (existing) customer with the specified prepaid card (see
942 L<FS::prepay_credit>), specified either by I<identifier> or as an
943 FS::prepay_credit object. If there is an error, returns the error, otherwise
946 Optionally, five scalar references can be passed as well. They will have their
947 values filled in with the amount, number of seconds, and number of upload,
948 download, and total bytes applied by this prepaid card.
952 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
953 #the only place that uses these args
954 sub recharge_prepay {
955 my( $self, $prepay_credit, $amountref, $secondsref,
956 $upbytesref, $downbytesref, $totalbytesref ) = @_;
958 local $SIG{HUP} = 'IGNORE';
959 local $SIG{INT} = 'IGNORE';
960 local $SIG{QUIT} = 'IGNORE';
961 local $SIG{TERM} = 'IGNORE';
962 local $SIG{TSTP} = 'IGNORE';
963 local $SIG{PIPE} = 'IGNORE';
965 my $oldAutoCommit = $FS::UID::AutoCommit;
966 local $FS::UID::AutoCommit = 0;
969 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
971 my $error = $self->get_prepay( $prepay_credit,
972 'amount_ref' => \$amount,
973 'seconds_ref' => \$seconds,
974 'upbytes_ref' => \$upbytes,
975 'downbytes_ref' => \$downbytes,
976 'totalbytes_ref' => \$totalbytes,
978 || $self->increment_seconds($seconds)
979 || $self->increment_upbytes($upbytes)
980 || $self->increment_downbytes($downbytes)
981 || $self->increment_totalbytes($totalbytes)
982 || $self->insert_cust_pay_prepay( $amount,
984 ? $prepay_credit->identifier
989 $dbh->rollback if $oldAutoCommit;
993 if ( defined($amountref) ) { $$amountref = $amount; }
994 if ( defined($secondsref) ) { $$secondsref = $seconds; }
995 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
996 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
997 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
999 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1004 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1006 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1007 specified either by I<identifier> or as an FS::prepay_credit object.
1009 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
1010 incremented by the values of the prepaid card.
1012 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1013 check or set this customer's I<agentnum>.
1015 If there is an error, returns the error, otherwise returns false.
1021 my( $self, $prepay_credit, %opt ) = @_;
1023 local $SIG{HUP} = 'IGNORE';
1024 local $SIG{INT} = 'IGNORE';
1025 local $SIG{QUIT} = 'IGNORE';
1026 local $SIG{TERM} = 'IGNORE';
1027 local $SIG{TSTP} = 'IGNORE';
1028 local $SIG{PIPE} = 'IGNORE';
1030 my $oldAutoCommit = $FS::UID::AutoCommit;
1031 local $FS::UID::AutoCommit = 0;
1034 unless ( ref($prepay_credit) ) {
1036 my $identifier = $prepay_credit;
1038 $prepay_credit = qsearchs(
1040 { 'identifier' => $prepay_credit },
1045 unless ( $prepay_credit ) {
1046 $dbh->rollback if $oldAutoCommit;
1047 return "Invalid prepaid card: ". $identifier;
1052 if ( $prepay_credit->agentnum ) {
1053 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1054 $dbh->rollback if $oldAutoCommit;
1055 return "prepaid card not valid for agent ". $self->agentnum;
1057 $self->agentnum($prepay_credit->agentnum);
1060 my $error = $prepay_credit->delete;
1062 $dbh->rollback if $oldAutoCommit;
1063 return "removing prepay_credit (transaction rolled back): $error";
1066 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1067 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1069 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1074 =item increment_upbytes SECONDS
1076 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1077 the specified number of upbytes. If there is an error, returns the error,
1078 otherwise returns false.
1082 sub increment_upbytes {
1083 _increment_column( shift, 'upbytes', @_);
1086 =item increment_downbytes SECONDS
1088 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1089 the specified number of downbytes. If there is an error, returns the error,
1090 otherwise returns false.
1094 sub increment_downbytes {
1095 _increment_column( shift, 'downbytes', @_);
1098 =item increment_totalbytes SECONDS
1100 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1101 the specified number of totalbytes. If there is an error, returns the error,
1102 otherwise returns false.
1106 sub increment_totalbytes {
1107 _increment_column( shift, 'totalbytes', @_);
1110 =item increment_seconds SECONDS
1112 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1113 the specified number of seconds. If there is an error, returns the error,
1114 otherwise returns false.
1118 sub increment_seconds {
1119 _increment_column( shift, 'seconds', @_);
1122 =item _increment_column AMOUNT
1124 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1125 the specified number of seconds or bytes. If there is an error, returns
1126 the error, otherwise returns false.
1130 sub _increment_column {
1131 my( $self, $column, $amount ) = @_;
1132 warn "$me increment_column called: $column, $amount\n"
1135 return '' unless $amount;
1137 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1138 $self->ncancelled_pkgs;
1140 if ( ! @cust_pkg ) {
1141 return 'No packages with primary or single services found'.
1142 ' to apply pre-paid time';
1143 } elsif ( scalar(@cust_pkg) > 1 ) {
1144 #maybe have a way to specify the package/account?
1145 return 'Multiple packages found to apply pre-paid time';
1148 my $cust_pkg = $cust_pkg[0];
1149 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1153 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1155 if ( ! @cust_svc ) {
1156 return 'No account found to apply pre-paid time';
1157 } elsif ( scalar(@cust_svc) > 1 ) {
1158 return 'Multiple accounts found to apply pre-paid time';
1161 my $svc_acct = $cust_svc[0]->svc_x;
1162 warn " found service svcnum ". $svc_acct->pkgnum.
1163 ' ('. $svc_acct->email. ")\n"
1166 $column = "increment_$column";
1167 $svc_acct->$column($amount);
1171 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1173 Inserts a prepayment in the specified amount for this customer. An optional
1174 second argument can specify the prepayment identifier for tracking purposes.
1175 If there is an error, returns the error, otherwise returns false.
1179 sub insert_cust_pay_prepay {
1180 shift->insert_cust_pay('PREP', @_);
1183 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1185 Inserts a cash payment in the specified amount for this customer. An optional
1186 second argument can specify the payment identifier for tracking purposes.
1187 If there is an error, returns the error, otherwise returns false.
1191 sub insert_cust_pay_cash {
1192 shift->insert_cust_pay('CASH', @_);
1195 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1197 Inserts a Western Union payment in the specified amount for this customer. An
1198 optional second argument can specify the prepayment identifier for tracking
1199 purposes. If there is an error, returns the error, otherwise returns false.
1203 sub insert_cust_pay_west {
1204 shift->insert_cust_pay('WEST', @_);
1207 sub insert_cust_pay {
1208 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1209 my $payinfo = scalar(@_) ? shift : '';
1211 my $cust_pay = new FS::cust_pay {
1212 'custnum' => $self->custnum,
1213 'paid' => sprintf('%.2f', $amount),
1214 #'_date' => #date the prepaid card was purchased???
1216 'payinfo' => $payinfo,
1224 This method is deprecated. See the I<depend_jobnum> option to the insert and
1225 order_pkgs methods for a better way to defer provisioning.
1227 Re-schedules all exports by calling the B<reexport> method of all associated
1228 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1229 otherwise returns false.
1236 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1237 "use the depend_jobnum option to insert or order_pkgs to delay export";
1239 local $SIG{HUP} = 'IGNORE';
1240 local $SIG{INT} = 'IGNORE';
1241 local $SIG{QUIT} = 'IGNORE';
1242 local $SIG{TERM} = 'IGNORE';
1243 local $SIG{TSTP} = 'IGNORE';
1244 local $SIG{PIPE} = 'IGNORE';
1246 my $oldAutoCommit = $FS::UID::AutoCommit;
1247 local $FS::UID::AutoCommit = 0;
1250 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1251 my $error = $cust_pkg->reexport;
1253 $dbh->rollback if $oldAutoCommit;
1258 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1263 =item delete NEW_CUSTNUM
1265 This deletes the customer. If there is an error, returns the error, otherwise
1268 This will completely remove all traces of the customer record. This is not
1269 what you want when a customer cancels service; for that, cancel all of the
1270 customer's packages (see L</cancel>).
1272 If the customer has any uncancelled packages, you need to pass a new (valid)
1273 customer number for those packages to be transferred to. Cancelled packages
1274 will be deleted. Did I mention that this is NOT what you want when a customer
1275 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1277 You can't delete a customer with invoices (see L<FS::cust_bill>),
1278 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1279 refunds (see L<FS::cust_refund>).
1286 local $SIG{HUP} = 'IGNORE';
1287 local $SIG{INT} = 'IGNORE';
1288 local $SIG{QUIT} = 'IGNORE';
1289 local $SIG{TERM} = 'IGNORE';
1290 local $SIG{TSTP} = 'IGNORE';
1291 local $SIG{PIPE} = 'IGNORE';
1293 my $oldAutoCommit = $FS::UID::AutoCommit;
1294 local $FS::UID::AutoCommit = 0;
1297 if ( $self->cust_bill ) {
1298 $dbh->rollback if $oldAutoCommit;
1299 return "Can't delete a customer with invoices";
1301 if ( $self->cust_credit ) {
1302 $dbh->rollback if $oldAutoCommit;
1303 return "Can't delete a customer with credits";
1305 if ( $self->cust_pay ) {
1306 $dbh->rollback if $oldAutoCommit;
1307 return "Can't delete a customer with payments";
1309 if ( $self->cust_refund ) {
1310 $dbh->rollback if $oldAutoCommit;
1311 return "Can't delete a customer with refunds";
1314 my @cust_pkg = $self->ncancelled_pkgs;
1316 my $new_custnum = shift;
1317 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1318 $dbh->rollback if $oldAutoCommit;
1319 return "Invalid new customer number: $new_custnum";
1321 foreach my $cust_pkg ( @cust_pkg ) {
1322 my %hash = $cust_pkg->hash;
1323 $hash{'custnum'} = $new_custnum;
1324 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1325 my $error = $new_cust_pkg->replace($cust_pkg,
1326 options => { $cust_pkg->options },
1329 $dbh->rollback if $oldAutoCommit;
1334 my @cancelled_cust_pkg = $self->all_pkgs;
1335 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1336 my $error = $cust_pkg->delete;
1338 $dbh->rollback if $oldAutoCommit;
1343 foreach my $table (qw( cust_main_invoice cust_main_exemption cust_tag )) {
1344 foreach my $record ( qsearch( 'table', { 'custnum' => $self->custnum } ) ) {
1345 my $error = $record->delete;
1347 $dbh->rollback if $oldAutoCommit;
1353 my $error = $self->SUPER::delete;
1355 $dbh->rollback if $oldAutoCommit;
1359 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1364 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1367 Replaces the OLD_RECORD with this one in the database. If there is an error,
1368 returns the error, otherwise returns false.
1370 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1371 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1372 expected and rollback the entire transaction; it is not necessary to call
1373 check_invoicing_list first. Here's an example:
1375 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1377 Currently available options are: I<tax_exemption>.
1379 The I<tax_exemption> option can be set to an arrayref of tax names.
1380 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1387 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1389 : $self->replace_old;
1393 warn "$me replace called\n"
1396 my $curuser = $FS::CurrentUser::CurrentUser;
1397 if ( $self->payby eq 'COMP'
1398 && $self->payby ne $old->payby
1399 && ! $curuser->access_right('Complimentary customer')
1402 return "You are not permitted to create complimentary accounts.";
1405 local($ignore_expired_card) = 1
1406 if $old->payby =~ /^(CARD|DCRD)$/
1407 && $self->payby =~ /^(CARD|DCRD)$/
1408 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1410 local $SIG{HUP} = 'IGNORE';
1411 local $SIG{INT} = 'IGNORE';
1412 local $SIG{QUIT} = 'IGNORE';
1413 local $SIG{TERM} = 'IGNORE';
1414 local $SIG{TSTP} = 'IGNORE';
1415 local $SIG{PIPE} = 'IGNORE';
1417 my $oldAutoCommit = $FS::UID::AutoCommit;
1418 local $FS::UID::AutoCommit = 0;
1421 my $error = $self->SUPER::replace($old);
1424 $dbh->rollback if $oldAutoCommit;
1428 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1429 my $invoicing_list = shift @param;
1430 $error = $self->check_invoicing_list( $invoicing_list );
1432 $dbh->rollback if $oldAutoCommit;
1435 $self->invoicing_list( $invoicing_list );
1438 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1440 #this could be more efficient than deleting and re-inserting, if it matters
1441 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1442 my $error = $cust_tag->delete;
1444 $dbh->rollback if $oldAutoCommit;
1448 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1449 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1450 'custnum' => $self->custnum };
1451 my $error = $cust_tag->insert;
1453 $dbh->rollback if $oldAutoCommit;
1460 my %options = @param;
1462 my $tax_exemption = delete $options{'tax_exemption'};
1463 if ( $tax_exemption ) {
1465 my %cust_main_exemption =
1466 map { $_->taxname => $_ }
1467 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1469 foreach my $taxname ( @$tax_exemption ) {
1471 next if delete $cust_main_exemption{$taxname};
1473 my $cust_main_exemption = new FS::cust_main_exemption {
1474 'custnum' => $self->custnum,
1475 'taxname' => $taxname,
1477 my $error = $cust_main_exemption->insert;
1479 $dbh->rollback if $oldAutoCommit;
1480 return "inserting cust_main_exemption (transaction rolled back): $error";
1484 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1485 my $error = $cust_main_exemption->delete;
1487 $dbh->rollback if $oldAutoCommit;
1488 return "deleting cust_main_exemption (transaction rolled back): $error";
1494 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1495 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1496 # card/check/lec info has changed, want to retry realtime_ invoice events
1497 my $error = $self->retry_realtime;
1499 $dbh->rollback if $oldAutoCommit;
1504 unless ( $import || $skip_fuzzyfiles ) {
1505 $error = $self->queue_fuzzyfiles_update;
1507 $dbh->rollback if $oldAutoCommit;
1508 return "updating fuzzy search cache: $error";
1512 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1517 =item queue_fuzzyfiles_update
1519 Used by insert & replace to update the fuzzy search cache
1523 sub queue_fuzzyfiles_update {
1526 local $SIG{HUP} = 'IGNORE';
1527 local $SIG{INT} = 'IGNORE';
1528 local $SIG{QUIT} = 'IGNORE';
1529 local $SIG{TERM} = 'IGNORE';
1530 local $SIG{TSTP} = 'IGNORE';
1531 local $SIG{PIPE} = 'IGNORE';
1533 my $oldAutoCommit = $FS::UID::AutoCommit;
1534 local $FS::UID::AutoCommit = 0;
1537 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1538 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1540 $dbh->rollback if $oldAutoCommit;
1541 return "queueing job (transaction rolled back): $error";
1544 if ( $self->ship_last ) {
1545 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1546 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1548 $dbh->rollback if $oldAutoCommit;
1549 return "queueing job (transaction rolled back): $error";
1553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1560 Checks all fields to make sure this is a valid customer record. If there is
1561 an error, returns the error, otherwise returns false. Called by the insert
1562 and replace methods.
1569 warn "$me check BEFORE: \n". $self->_dump
1573 $self->ut_numbern('custnum')
1574 || $self->ut_number('agentnum')
1575 || $self->ut_textn('agent_custid')
1576 || $self->ut_number('refnum')
1577 || $self->ut_textn('custbatch')
1578 || $self->ut_name('last')
1579 || $self->ut_name('first')
1580 || $self->ut_snumbern('birthdate')
1581 || $self->ut_snumbern('signupdate')
1582 || $self->ut_textn('company')
1583 || $self->ut_text('address1')
1584 || $self->ut_textn('address2')
1585 || $self->ut_text('city')
1586 || $self->ut_textn('county')
1587 || $self->ut_textn('state')
1588 || $self->ut_country('country')
1589 || $self->ut_anything('comments')
1590 || $self->ut_numbern('referral_custnum')
1591 || $self->ut_textn('stateid')
1592 || $self->ut_textn('stateid_state')
1593 || $self->ut_textn('invoice_terms')
1594 || $self->ut_alphan('geocode')
1595 || $self->ut_floatn('cdr_termination_percentage')
1598 #barf. need message catalogs. i18n. etc.
1599 $error .= "Please select an advertising source."
1600 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1601 return $error if $error;
1603 return "Unknown agent"
1604 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1606 return "Unknown refnum"
1607 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1609 return "Unknown referring custnum: ". $self->referral_custnum
1610 unless ! $self->referral_custnum
1611 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1613 if ( $self->censustract ne '' ) {
1614 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1615 or return "Illegal census tract: ". $self->censustract;
1617 $self->censustract("$1.$2");
1620 if ( $self->ss eq '' ) {
1625 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1626 or return "Illegal social security number: ". $self->ss;
1627 $self->ss("$1-$2-$3");
1631 # bad idea to disable, causes billing to fail because of no tax rates later
1632 # unless ( $import ) {
1633 unless ( qsearch('cust_main_county', {
1634 'country' => $self->country,
1637 return "Unknown state/county/country: ".
1638 $self->state. "/". $self->county. "/". $self->country
1639 unless qsearch('cust_main_county',{
1640 'state' => $self->state,
1641 'county' => $self->county,
1642 'country' => $self->country,
1648 $self->ut_phonen('daytime', $self->country)
1649 || $self->ut_phonen('night', $self->country)
1650 || $self->ut_phonen('fax', $self->country)
1651 || $self->ut_zip('zip', $self->country)
1653 return $error if $error;
1655 if ( $conf->exists('cust_main-require_phone')
1656 && ! length($self->daytime) && ! length($self->night)
1659 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1661 : FS::Msgcat::_gettext('daytime');
1662 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1664 : FS::Msgcat::_gettext('night');
1666 return "$daytime_label or $night_label is required"
1670 if ( $self->has_ship_address
1671 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1672 $self->addr_fields )
1676 $self->ut_name('ship_last')
1677 || $self->ut_name('ship_first')
1678 || $self->ut_textn('ship_company')
1679 || $self->ut_text('ship_address1')
1680 || $self->ut_textn('ship_address2')
1681 || $self->ut_text('ship_city')
1682 || $self->ut_textn('ship_county')
1683 || $self->ut_textn('ship_state')
1684 || $self->ut_country('ship_country')
1686 return $error if $error;
1688 #false laziness with above
1689 unless ( qsearchs('cust_main_county', {
1690 'country' => $self->ship_country,
1693 return "Unknown ship_state/ship_county/ship_country: ".
1694 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1695 unless qsearch('cust_main_county',{
1696 'state' => $self->ship_state,
1697 'county' => $self->ship_county,
1698 'country' => $self->ship_country,
1704 $self->ut_phonen('ship_daytime', $self->ship_country)
1705 || $self->ut_phonen('ship_night', $self->ship_country)
1706 || $self->ut_phonen('ship_fax', $self->ship_country)
1707 || $self->ut_zip('ship_zip', $self->ship_country)
1709 return $error if $error;
1711 return "Unit # is required."
1712 if $self->ship_address2 =~ /^\s*$/
1713 && $conf->exists('cust_main-require_address2');
1715 } else { # ship_ info eq billing info, so don't store dup info in database
1717 $self->setfield("ship_$_", '')
1718 foreach $self->addr_fields;
1720 return "Unit # is required."
1721 if $self->address2 =~ /^\s*$/
1722 && $conf->exists('cust_main-require_address2');
1726 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1727 # or return "Illegal payby: ". $self->payby;
1729 FS::payby->can_payby($self->table, $self->payby)
1730 or return "Illegal payby: ". $self->payby;
1732 $error = $self->ut_numbern('paystart_month')
1733 || $self->ut_numbern('paystart_year')
1734 || $self->ut_numbern('payissue')
1735 || $self->ut_textn('paytype')
1737 return $error if $error;
1739 if ( $self->payip eq '' ) {
1742 $error = $self->ut_ip('payip');
1743 return $error if $error;
1746 # If it is encrypted and the private key is not availaible then we can't
1747 # check the credit card.
1749 my $check_payinfo = 1;
1751 if ($self->is_encrypted($self->payinfo)) {
1755 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1757 my $payinfo = $self->payinfo;
1758 $payinfo =~ s/\D//g;
1759 $payinfo =~ /^(\d{13,16})$/
1760 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1762 $self->payinfo($payinfo);
1764 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1766 return gettext('unknown_card_type')
1767 if cardtype($self->payinfo) eq "Unknown";
1769 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1771 return 'Banned credit card: banned on '.
1772 time2str('%a %h %o at %r', $ban->_date).
1773 ' by '. $ban->otaker.
1774 ' (ban# '. $ban->bannum. ')';
1777 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1778 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1779 $self->paycvv =~ /^(\d{4})$/
1780 or return "CVV2 (CID) for American Express cards is four digits.";
1783 $self->paycvv =~ /^(\d{3})$/
1784 or return "CVV2 (CVC2/CID) is three digits.";
1791 my $cardtype = cardtype($payinfo);
1792 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1794 return "Start date or issue number is required for $cardtype cards"
1795 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1797 return "Start month must be between 1 and 12"
1798 if $self->paystart_month
1799 and $self->paystart_month < 1 || $self->paystart_month > 12;
1801 return "Start year must be 1990 or later"
1802 if $self->paystart_year
1803 and $self->paystart_year < 1990;
1805 return "Issue number must be beween 1 and 99"
1807 and $self->payissue < 1 || $self->payissue > 99;
1810 $self->paystart_month('');
1811 $self->paystart_year('');
1812 $self->payissue('');
1815 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1817 my $payinfo = $self->payinfo;
1818 $payinfo =~ s/[^\d\@]//g;
1819 if ( $conf->exists('echeck-nonus') ) {
1820 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1821 $payinfo = "$1\@$2";
1823 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1824 $payinfo = "$1\@$2";
1826 $self->payinfo($payinfo);
1829 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1831 return 'Banned ACH account: banned on '.
1832 time2str('%a %h %o at %r', $ban->_date).
1833 ' by '. $ban->otaker.
1834 ' (ban# '. $ban->bannum. ')';
1837 } elsif ( $self->payby eq 'LECB' ) {
1839 my $payinfo = $self->payinfo;
1840 $payinfo =~ s/\D//g;
1841 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1843 $self->payinfo($payinfo);
1846 } elsif ( $self->payby eq 'BILL' ) {
1848 $error = $self->ut_textn('payinfo');
1849 return "Illegal P.O. number: ". $self->payinfo if $error;
1852 } elsif ( $self->payby eq 'COMP' ) {
1854 my $curuser = $FS::CurrentUser::CurrentUser;
1855 if ( ! $self->custnum
1856 && ! $curuser->access_right('Complimentary customer')
1859 return "You are not permitted to create complimentary accounts."
1862 $error = $self->ut_textn('payinfo');
1863 return "Illegal comp account issuer: ". $self->payinfo if $error;
1866 } elsif ( $self->payby eq 'PREPAY' ) {
1868 my $payinfo = $self->payinfo;
1869 $payinfo =~ s/\W//g; #anything else would just confuse things
1870 $self->payinfo($payinfo);
1871 $error = $self->ut_alpha('payinfo');
1872 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1873 return "Unknown prepayment identifier"
1874 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1879 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1880 return "Expiration date required"
1881 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1885 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1886 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1887 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1888 ( $m, $y ) = ( $2, "19$1" );
1889 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1890 ( $m, $y ) = ( $3, "20$2" );
1892 return "Illegal expiration date: ". $self->paydate;
1894 $self->paydate("$y-$m-01");
1895 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1896 return gettext('expired_card')
1898 && !$ignore_expired_card
1899 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1902 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1903 ( ! $conf->exists('require_cardname')
1904 || $self->payby !~ /^(CARD|DCRD)$/ )
1906 $self->payname( $self->first. " ". $self->getfield('last') );
1908 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1909 or return gettext('illegal_name'). " payname: ". $self->payname;
1913 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1914 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1918 $self->otaker(getotaker) unless $self->otaker;
1920 warn "$me check AFTER: \n". $self->_dump
1923 $self->SUPER::check;
1928 Returns a list of fields which have ship_ duplicates.
1933 qw( last first company
1934 address1 address2 city county state zip country
1939 =item has_ship_address
1941 Returns true if this customer record has a separate shipping address.
1945 sub has_ship_address {
1947 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1952 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1953 city, county, state, zip, country. The shipping address is used if present.
1957 #geocode? dependent on tax-ship_address config, not available in cust_location
1958 #mostly. not yet then.
1962 my $prefix = $self->has_ship_address ? 'ship_' : '';
1964 map { $_ => $self->get($prefix.$_) }
1965 qw( address1 address2 city county state zip country geocode );
1966 #fields that cust_location has
1969 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1971 Returns all packages (see L<FS::cust_pkg>) for this customer.
1977 my $extra_qsearch = ref($_[0]) ? shift : {};
1979 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1982 if ( $self->{'_pkgnum'} ) {
1983 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1985 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1988 sort sort_packages @cust_pkg;
1993 Synonym for B<all_pkgs>.
1998 shift->all_pkgs(@_);
2003 Returns all locations (see L<FS::cust_location>) for this customer.
2009 qsearch('cust_location', { 'custnum' => $self->custnum } );
2012 =item location_label [ OPTION => VALUE ... ]
2014 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2022 used to separate the address elements (defaults to ', ')
2024 =item escape_function
2026 a callback used for escaping the text of the address elements
2032 # false laziness with FS::cust_location::line
2034 sub location_label {
2038 my $separator = $opt{join_string} || ', ';
2039 my $escape = $opt{escape_function} || sub{ shift };
2041 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2042 my $prefix = length($self->ship_last) ? 'ship_' : '';
2045 foreach (qw ( address1 address2 ) ) {
2046 my $method = "$prefix$_";
2047 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2052 foreach (qw ( city county state zip ) ) {
2053 my $method = "$prefix$_";
2054 if ( $self->$method ) {
2055 $line .= ' (' if $method eq 'county';
2056 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2057 $line .= ' )' if $method eq 'county';
2061 $line .= $separator. &$escape(code2country($self->country))
2062 if $self->country ne $cydefault;
2067 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2069 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2073 sub ncancelled_pkgs {
2075 my $extra_qsearch = ref($_[0]) ? shift : {};
2077 return $self->num_ncancelled_pkgs unless wantarray;
2080 if ( $self->{'_pkgnum'} ) {
2082 warn "$me ncancelled_pkgs: returning cached objects"
2085 @cust_pkg = grep { ! $_->getfield('cancel') }
2086 values %{ $self->{'_pkgnum'}->cache };
2090 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2091 $self->custnum. "\n"
2094 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2096 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2100 sort sort_packages @cust_pkg;
2106 my $extra_qsearch = ref($_[0]) ? shift : {};
2108 $extra_qsearch->{'select'} ||= '*';
2109 $extra_qsearch->{'select'} .=
2110 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2114 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2119 'table' => 'cust_pkg',
2120 'hashref' => { 'custnum' => $self->custnum },
2125 # This should be generalized to use config options to determine order.
2128 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2129 return $locationsort if $locationsort;
2131 if ( $a->get('cancel') xor $b->get('cancel') ) {
2132 return -1 if $b->get('cancel');
2133 return 1 if $a->get('cancel');
2134 #shouldn't get here...
2137 my $a_num_cust_svc = $a->num_cust_svc;
2138 my $b_num_cust_svc = $b->num_cust_svc;
2139 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2140 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2141 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2142 my @a_cust_svc = $a->cust_svc;
2143 my @b_cust_svc = $b->cust_svc;
2144 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2145 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2146 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
2147 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2152 =item suspended_pkgs
2154 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2158 sub suspended_pkgs {
2160 grep { $_->susp } $self->ncancelled_pkgs;
2163 =item unflagged_suspended_pkgs
2165 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2166 customer (thouse packages without the `manual_flag' set).
2170 sub unflagged_suspended_pkgs {
2172 return $self->suspended_pkgs
2173 unless dbdef->table('cust_pkg')->column('manual_flag');
2174 grep { ! $_->manual_flag } $self->suspended_pkgs;
2177 =item unsuspended_pkgs
2179 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2184 sub unsuspended_pkgs {
2186 grep { ! $_->susp } $self->ncancelled_pkgs;
2189 =item next_bill_date
2191 Returns the next date this customer will be billed, as a UNIX timestamp, or
2192 undef if no active package has a next bill date.
2196 sub next_bill_date {
2198 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2201 =item num_cancelled_pkgs
2203 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2208 sub num_cancelled_pkgs {
2209 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2212 sub num_ncancelled_pkgs {
2213 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2217 my( $self ) = shift;
2218 my $sql = scalar(@_) ? shift : '';
2219 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2220 my $sth = dbh->prepare(
2221 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2222 ) or die dbh->errstr;
2223 $sth->execute($self->custnum) or die $sth->errstr;
2224 $sth->fetchrow_arrayref->[0];
2229 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2230 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2231 on success or a list of errors.
2237 grep { $_->unsuspend } $self->suspended_pkgs;
2242 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2244 Returns a list: an empty list on success or a list of errors.
2250 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2253 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2255 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2256 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2257 of a list of pkgparts; the hashref has the following keys:
2261 =item pkgparts - listref of pkgparts
2263 =item (other options are passed to the suspend method)
2268 Returns a list: an empty list on success or a list of errors.
2272 sub suspend_if_pkgpart {
2274 my (@pkgparts, %opt);
2275 if (ref($_[0]) eq 'HASH'){
2276 @pkgparts = @{$_[0]{pkgparts}};
2281 grep { $_->suspend(%opt) }
2282 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2283 $self->unsuspended_pkgs;
2286 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2288 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2289 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2290 instead of a list of pkgparts; the hashref has the following keys:
2294 =item pkgparts - listref of pkgparts
2296 =item (other options are passed to the suspend method)
2300 Returns a list: an empty list on success or a list of errors.
2304 sub suspend_unless_pkgpart {
2306 my (@pkgparts, %opt);
2307 if (ref($_[0]) eq 'HASH'){
2308 @pkgparts = @{$_[0]{pkgparts}};
2313 grep { $_->suspend(%opt) }
2314 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2315 $self->unsuspended_pkgs;
2318 =item cancel [ OPTION => VALUE ... ]
2320 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2322 Available options are:
2326 =item quiet - can be set true to supress email cancellation notices.
2328 =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.
2330 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2332 =item nobill - can be set true to skip billing if it might otherwise be done.
2336 Always returns a list: an empty list on success or a list of errors.
2340 # nb that dates are not specified as valid options to this method
2343 my( $self, %opt ) = @_;
2345 warn "$me cancel called on customer ". $self->custnum. " with options ".
2346 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2349 return ( 'access denied' )
2350 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2352 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2354 #should try decryption (we might have the private key)
2355 # and if not maybe queue a job for the server that does?
2356 return ( "Can't (yet) ban encrypted credit cards" )
2357 if $self->is_encrypted($self->payinfo);
2359 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2360 my $error = $ban->insert;
2361 return ( $error ) if $error;
2365 my @pkgs = $self->ncancelled_pkgs;
2367 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2369 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2370 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2374 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2375 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2378 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2381 sub _banned_pay_hashref {
2392 'payby' => $payby2ban{$self->payby},
2393 'payinfo' => md5_base64($self->payinfo),
2394 #don't ever *search* on reason! #'reason' =>
2400 Returns all notes (see L<FS::cust_main_note>) for this customer.
2407 qsearch( 'cust_main_note',
2408 { 'custnum' => $self->custnum },
2410 'ORDER BY _DATE DESC'
2416 Returns the agent (see L<FS::agent>) for this customer.
2422 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2427 Returns the agent name (see L<FS::agent>) for this customer.
2433 $self->agent->agent;
2438 Returns any tags associated with this customer, as FS::cust_tag objects,
2439 or an empty list if there are no tags.
2445 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2450 Returns any tags associated with this customer, as FS::part_tag objects,
2451 or an empty list if there are no tags.
2457 map $_->part_tag, $self->cust_tag;
2460 =item bill_and_collect
2462 Cancels and suspends any packages due, generates bills, applies payments and
2463 credits, and applies collection events to run cards, send bills and notices,
2466 By default, warns on errors and continues with the next operation (but see the
2467 "fatal" flag below).
2469 Options are passed as name-value pairs. Currently available options are:
2475 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:
2479 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2483 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.
2487 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2491 If set true, re-charges setup fees.
2495 If set any errors prevent subsequent operations from continusing. If set
2496 specifically to "return", returns the error (or false, if there is no error).
2497 Any other true value causes errors to die.
2501 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)
2505 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2506 options of those methods are also available.
2510 sub bill_and_collect {
2511 my( $self, %options ) = @_;
2515 #$options{actual_time} not $options{time} because freeside-daily -d is for
2516 #pre-printing invoices
2518 $options{'actual_time'} ||= time;
2520 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2522 $error = "Error expiring custnum ". $self->custnum. ": $error";
2523 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2524 elsif ( $options{fatal} ) { die $error; }
2525 else { warn $error; }
2528 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2530 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2531 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2532 elsif ( $options{fatal} ) { die $error; }
2533 else { warn $error; }
2536 $error = $self->bill( %options );
2538 $error = "Error billing custnum ". $self->custnum. ": $error";
2539 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2540 elsif ( $options{fatal} ) { die $error; }
2541 else { warn $error; }
2544 $error = $self->apply_payments_and_credits;
2546 $error = "Error applying custnum ". $self->custnum. ": $error";
2547 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2548 elsif ( $options{fatal} ) { die $error; }
2549 else { warn $error; }
2552 unless ( $conf->exists('cancelled_cust-noevents')
2553 && ! $self->num_ncancelled_pkgs
2555 $error = $self->collect( %options );
2557 $error = "Error collecting custnum ". $self->custnum. ": $error";
2558 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2559 elsif ($options{fatal} ) { die $error; }
2560 else { warn $error; }
2568 sub cancel_expired_pkgs {
2569 my ( $self, $time, %options ) = @_;
2571 my @cancel_pkgs = $self->ncancelled_pkgs( {
2572 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2577 foreach my $cust_pkg ( @cancel_pkgs ) {
2578 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2579 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2580 'reason_otaker' => $cpr->otaker
2584 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2587 scalar(@errors) ? join(' / ', @errors) : '';
2591 sub suspend_adjourned_pkgs {
2592 my ( $self, $time, %options ) = @_;
2594 my @susp_pkgs = $self->ncancelled_pkgs( {
2596 " AND ( susp IS NULL OR susp = 0 )
2597 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2598 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2603 #only because there's no SQL test for is_prepaid :/
2605 grep { ( $_->part_pkg->is_prepaid
2610 && $_->adjourn <= $time
2618 foreach my $cust_pkg ( @susp_pkgs ) {
2619 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2620 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2621 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2622 'reason_otaker' => $cpr->otaker
2626 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2629 scalar(@errors) ? join(' / ', @errors) : '';
2635 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2636 conjunction with the collect method by calling B<bill_and_collect>.
2638 If there is an error, returns the error, otherwise returns false.
2640 Options are passed as name-value pairs. Currently available options are:
2646 If set true, re-charges setup fees.
2650 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:
2654 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2658 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2660 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2664 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2668 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.
2672 This boolean value informs the us that the package is being cancelled. This
2673 typically might mean not charging the normal recurring fee but only usage
2674 fees since the last billing. Setup charges may be charged. Not all package
2675 plans support this feature (they tend to charge 0).
2679 Optional terms to be printed on this invoice. Otherwise, customer-specific
2680 terms or the default terms are used.
2687 my( $self, %options ) = @_;
2688 return '' if $self->payby eq 'COMP';
2689 warn "$me bill customer ". $self->custnum. "\n"
2692 my $time = $options{'time'} || time;
2693 my $invoice_time = $options{'invoice_time'} || $time;
2695 $options{'not_pkgpart'} ||= {};
2696 $options{'not_pkgpart'} = { map { $_ => 1 }
2697 split(/\s*,\s*/, $options{'not_pkgpart'})
2699 unless ref($options{'not_pkgpart'});
2701 local $SIG{HUP} = 'IGNORE';
2702 local $SIG{INT} = 'IGNORE';
2703 local $SIG{QUIT} = 'IGNORE';
2704 local $SIG{TERM} = 'IGNORE';
2705 local $SIG{TSTP} = 'IGNORE';
2706 local $SIG{PIPE} = 'IGNORE';
2708 my $oldAutoCommit = $FS::UID::AutoCommit;
2709 local $FS::UID::AutoCommit = 0;
2712 $self->select_for_update; #mutex
2714 my $error = $self->do_cust_event(
2715 'debug' => ( $options{'debug'} || 0 ),
2716 'time' => $invoice_time,
2717 'check_freq' => $options{'check_freq'},
2718 'stage' => 'pre-bill',
2721 $dbh->rollback if $oldAutoCommit;
2725 my @cust_bill_pkg = ();
2728 # find the packages which are due for billing, find out how much they are
2729 # & generate invoice database.
2732 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2734 my @precommit_hooks = ();
2736 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2737 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2739 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2741 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2743 #? to avoid use of uninitialized value errors... ?
2744 $cust_pkg->setfield('bill', '')
2745 unless defined($cust_pkg->bill);
2747 #my $part_pkg = $cust_pkg->part_pkg;
2749 my $real_pkgpart = $cust_pkg->pkgpart;
2750 my %hash = $cust_pkg->hash;
2752 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2754 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2757 $self->_make_lines( 'part_pkg' => $part_pkg,
2758 'cust_pkg' => $cust_pkg,
2759 'precommit_hooks' => \@precommit_hooks,
2760 'line_items' => \@cust_bill_pkg,
2761 'setup' => \$total_setup,
2762 'recur' => \$total_recur,
2763 'tax_matrix' => \%taxlisthash,
2765 'real_pkgpart' => $real_pkgpart,
2766 'options' => \%options,
2769 $dbh->rollback if $oldAutoCommit;
2773 } #foreach my $part_pkg
2775 } #foreach my $cust_pkg
2777 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2778 #but do commit any package date cycling that happened
2779 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2783 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2784 !$conf->exists('postal_invoice-recurring_only')
2788 my $postal_pkg = $self->charge_postal_fee();
2789 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2791 $dbh->rollback if $oldAutoCommit;
2792 return "can't charge postal invoice fee for customer ".
2793 $self->custnum. ": $postal_pkg";
2795 } elsif ( $postal_pkg ) {
2797 my $real_pkgpart = $postal_pkg->pkgpart;
2798 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2799 my %postal_options = %options;
2800 delete $postal_options{cancel};
2802 $self->_make_lines( 'part_pkg' => $part_pkg,
2803 'cust_pkg' => $postal_pkg,
2804 'precommit_hooks' => \@precommit_hooks,
2805 'line_items' => \@cust_bill_pkg,
2806 'setup' => \$total_setup,
2807 'recur' => \$total_recur,
2808 'tax_matrix' => \%taxlisthash,
2810 'real_pkgpart' => $real_pkgpart,
2811 'options' => \%postal_options,
2814 $dbh->rollback if $oldAutoCommit;
2823 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2825 # keys are tax names (as printed on invoices / itemdesc )
2826 # values are listrefs of taxlisthash keys (internal identifiers)
2829 # keys are taxlisthash keys (internal identifiers)
2830 # values are (cumulative) amounts
2833 # keys are taxlisthash keys (internal identifiers)
2834 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2835 my %tax_location = ();
2837 # keys are taxlisthash keys (internal identifiers)
2838 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2839 my %tax_rate_location = ();
2841 foreach my $tax ( keys %taxlisthash ) {
2842 my $tax_object = shift @{ $taxlisthash{$tax} };
2843 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2844 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2845 my $hashref_or_error =
2846 $tax_object->taxline( $taxlisthash{$tax},
2847 'custnum' => $self->custnum,
2848 'invoice_time' => $invoice_time
2850 unless ( ref($hashref_or_error) ) {
2851 $dbh->rollback if $oldAutoCommit;
2852 return $hashref_or_error;
2854 unshift @{ $taxlisthash{$tax} }, $tax_object;
2856 my $name = $hashref_or_error->{'name'};
2857 my $amount = $hashref_or_error->{'amount'};
2859 #warn "adding $amount as $name\n";
2860 $taxname{ $name } ||= [];
2861 push @{ $taxname{ $name } }, $tax;
2863 $tax{ $tax } += $amount;
2865 $tax_location{ $tax } ||= [];
2866 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2867 push @{ $tax_location{ $tax } },
2869 'taxnum' => $tax_object->taxnum,
2870 'taxtype' => ref($tax_object),
2871 'pkgnum' => $tax_object->get('pkgnum'),
2872 'locationnum' => $tax_object->get('locationnum'),
2873 'amount' => sprintf('%.2f', $amount ),
2877 $tax_rate_location{ $tax } ||= [];
2878 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2879 my $taxratelocationnum =
2880 $tax_object->tax_rate_location->taxratelocationnum;
2881 push @{ $tax_rate_location{ $tax } },
2883 'taxnum' => $tax_object->taxnum,
2884 'taxtype' => ref($tax_object),
2885 'amount' => sprintf('%.2f', $amount ),
2886 'locationtaxid' => $tax_object->location,
2887 'taxratelocationnum' => $taxratelocationnum,
2893 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2894 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2895 foreach my $tax ( keys %taxlisthash ) {
2896 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2897 next unless ref($_) eq 'FS::cust_bill_pkg';
2899 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2900 splice( @{ $_->_cust_tax_exempt_pkg } );
2904 #consolidate and create tax line items
2905 warn "consolidating and generating...\n" if $DEBUG > 2;
2906 foreach my $taxname ( keys %taxname ) {
2909 my @cust_bill_pkg_tax_location = ();
2910 my @cust_bill_pkg_tax_rate_location = ();
2911 warn "adding $taxname\n" if $DEBUG > 1;
2912 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2913 next if $seen{$taxitem}++;
2914 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2915 $tax += $tax{$taxitem};
2916 push @cust_bill_pkg_tax_location,
2917 map { new FS::cust_bill_pkg_tax_location $_ }
2918 @{ $tax_location{ $taxitem } };
2919 push @cust_bill_pkg_tax_rate_location,
2920 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2921 @{ $tax_rate_location{ $taxitem } };
2925 $tax = sprintf('%.2f', $tax );
2926 $total_setup = sprintf('%.2f', $total_setup+$tax );
2928 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2934 if ( $pkg_category and
2935 $conf->config('invoice_latexsummary') ||
2936 $conf->config('invoice_htmlsummary')
2940 my %hash = ( 'section' => $pkg_category->categoryname );
2941 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2945 push @cust_bill_pkg, new FS::cust_bill_pkg {
2951 'itemdesc' => $taxname,
2952 'display' => \@display,
2953 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2954 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2959 #add tax adjustments
2960 warn "adding tax adjustments...\n" if $DEBUG > 2;
2961 foreach my $cust_tax_adjustment (
2962 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2968 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2969 $total_setup = sprintf('%.2f', $total_setup+$tax );
2971 my $itemdesc = $cust_tax_adjustment->taxname;
2972 $itemdesc = '' if $itemdesc eq 'Tax';
2974 push @cust_bill_pkg, new FS::cust_bill_pkg {
2980 'itemdesc' => $itemdesc,
2981 'itemcomment' => $cust_tax_adjustment->comment,
2982 'cust_tax_adjustment' => $cust_tax_adjustment,
2983 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2988 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2990 my @cust_bill = $self->cust_bill;
2991 my $balance = $self->balance;
2992 my $previous_balance = scalar(@cust_bill)
2993 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2996 $previous_balance += $cust_bill[$#cust_bill]->charged
2997 if scalar(@cust_bill);
2998 #my $balance_adjustments =
2999 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
3001 #create the new invoice
3002 my $cust_bill = new FS::cust_bill ( {
3003 'custnum' => $self->custnum,
3004 '_date' => ( $invoice_time ),
3005 'charged' => $charged,
3006 'billing_balance' => $balance,
3007 'previous_balance' => $previous_balance,
3008 'invoice_terms' => $options{'invoice_terms'},
3010 $error = $cust_bill->insert;
3012 $dbh->rollback if $oldAutoCommit;
3013 return "can't create invoice for customer #". $self->custnum. ": $error";
3016 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
3017 $cust_bill_pkg->invnum($cust_bill->invnum);
3018 my $error = $cust_bill_pkg->insert;
3020 $dbh->rollback if $oldAutoCommit;
3021 return "can't create invoice line item: $error";
3026 foreach my $hook ( @precommit_hooks ) {
3028 &{$hook}; #($self) ?
3031 $dbh->rollback if $oldAutoCommit;
3032 return "$@ running precommit hook $hook\n";
3036 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3042 my ($self, %params) = @_;
3044 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3045 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3046 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3047 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3048 my $total_setup = $params{setup} or die "no setup accumulator specified";
3049 my $total_recur = $params{recur} or die "no recur accumulator specified";
3050 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3051 my $time = $params{'time'} or die "no time specified";
3052 my (%options) = %{$params{options}};
3055 my $real_pkgpart = $params{real_pkgpart};
3056 my %hash = $cust_pkg->hash;
3057 my $old_cust_pkg = new FS::cust_pkg \%hash;
3063 $cust_pkg->pkgpart($part_pkg->pkgpart);
3071 if ( $options{'resetup'}
3072 || ( ! $cust_pkg->setup
3073 && ( ! $cust_pkg->start_date
3074 || $cust_pkg->start_date <= $time
3076 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3077 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3078 ! $cust_pkg->getfield('susp')
3085 warn " bill setup\n" if $DEBUG > 1;
3088 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3089 return "$@ running calc_setup for $cust_pkg\n"
3092 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3094 $cust_pkg->setfield('setup', $time)
3095 unless $cust_pkg->setup;
3096 #do need it, but it won't get written to the db
3097 #|| $cust_pkg->pkgpart != $real_pkgpart;
3099 $cust_pkg->setfield('start_date', '')
3100 if $cust_pkg->start_date;
3105 # bill recurring fee
3108 #XXX unit stuff here too
3112 if ( ! $cust_pkg->get('susp')
3113 and ! $cust_pkg->get('start_date')
3114 and ( $part_pkg->getfield('freq') ne '0'
3115 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3117 || ( $part_pkg->plan eq 'voip_cdr'
3118 && $part_pkg->option('bill_every_call')
3120 || ( $options{cancel} )
3123 # XXX should this be a package event? probably. events are called
3124 # at collection time at the moment, though...
3125 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3126 if $part_pkg->can('reset_usage');
3127 #don't want to reset usage just cause we want a line item??
3128 #&& $part_pkg->pkgpart == $real_pkgpart;
3130 warn " bill recur\n" if $DEBUG > 1;
3133 # XXX shared with $recur_prog
3134 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3138 #over two params! lets at least switch to a hashref for the rest...
3139 my $increment_next_bill = ( $part_pkg->freq ne '0'
3140 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3141 && !$options{cancel}
3143 my %param = ( 'precommit_hooks' => $precommit_hooks,
3144 'increment_next_bill' => $increment_next_bill,
3147 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3148 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3149 return "$@ running $method for $cust_pkg\n"
3152 if ( $increment_next_bill ) {
3154 my $next_bill = $part_pkg->add_freq($sdate);
3155 return "unparsable frequency: ". $part_pkg->freq
3156 if $next_bill == -1;
3158 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3159 # only for figuring next bill date, nothing else, so, reset $sdate again
3161 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3162 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3163 $cust_pkg->last_bill($sdate);
3165 $cust_pkg->setfield('bill', $next_bill );
3171 warn "\$setup is undefined" unless defined($setup);
3172 warn "\$recur is undefined" unless defined($recur);
3173 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3176 # If there's line items, create em cust_bill_pkg records
3177 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3182 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3183 # hmm.. and if just the options are modified in some weird price plan?
3185 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3188 my $error = $cust_pkg->replace( $old_cust_pkg,
3189 'options' => { $cust_pkg->options },
3191 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3192 if $error; #just in case
3195 $setup = sprintf( "%.2f", $setup );
3196 $recur = sprintf( "%.2f", $recur );
3197 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3198 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3200 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3201 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3204 if ( $setup != 0 || $recur != 0 ) {
3206 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3209 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3211 warn " adding customer package invoice detail: $_\n"
3212 foreach @cust_pkg_detail;
3214 push @details, @cust_pkg_detail;
3216 my $cust_bill_pkg = new FS::cust_bill_pkg {
3217 'pkgnum' => $cust_pkg->pkgnum,
3219 'unitsetup' => $unitsetup,
3221 'unitrecur' => $unitrecur,
3222 'quantity' => $cust_pkg->quantity,
3223 'details' => \@details,
3224 'hidden' => $part_pkg->hidden,
3227 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3228 $cust_bill_pkg->sdate( $hash{last_bill} );
3229 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3230 $cust_bill_pkg->edate( $time ) if $options{cancel};
3231 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3232 $cust_bill_pkg->sdate( $sdate );
3233 $cust_bill_pkg->edate( $cust_pkg->bill );
3234 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3237 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3238 unless $part_pkg->pkgpart == $real_pkgpart;
3240 $$total_setup += $setup;
3241 $$total_recur += $recur;
3248 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3249 return $error if $error;
3251 push @$cust_bill_pkgs, $cust_bill_pkg;
3253 } #if $setup != 0 || $recur != 0
3263 my $part_pkg = shift;
3264 my $taxlisthash = shift;
3265 my $cust_bill_pkg = shift;
3266 my $cust_pkg = shift;
3267 my $invoice_time = shift;
3268 my $real_pkgpart = shift;
3269 my $options = shift;
3271 my %cust_bill_pkg = ();
3275 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3276 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3277 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3278 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3280 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3282 if ( $conf->exists('enable_taxproducts')
3283 && ( scalar($part_pkg->part_pkg_taxoverride)
3284 || $part_pkg->has_taxproduct
3289 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3290 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3293 foreach my $class (@classes) {
3294 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3295 return $err_or_ref unless ref($err_or_ref);
3296 $taxes{$class} = $err_or_ref;
3299 unless (exists $taxes{''}) {
3300 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3301 return $err_or_ref unless ref($err_or_ref);
3302 $taxes{''} = $err_or_ref;
3307 my @loc_keys = qw( state county country );
3309 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3310 my $cust_location = $cust_pkg->cust_location;
3311 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3314 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3317 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3320 $taxhash{'taxclass'} = $part_pkg->taxclass;
3322 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3324 my %taxhash_elim = %taxhash;
3326 my @elim = qw( taxclass county state );
3327 while ( !scalar(@taxes) && scalar(@elim) ) {
3328 $taxhash_elim{ shift(@elim) } = '';
3329 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3332 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3334 if $self->cust_main_exemption; #just to be safe
3336 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3338 $_->set('pkgnum', $cust_pkg->pkgnum );
3339 $_->set('locationnum', $cust_pkg->locationnum );
3343 $taxes{''} = [ @taxes ];
3344 $taxes{'setup'} = [ @taxes ];
3345 $taxes{'recur'} = [ @taxes ];
3346 $taxes{$_} = [ @taxes ] foreach (@classes);
3348 # # maybe eliminate this entirely, along with all the 0% records
3349 # unless ( @taxes ) {
3351 # "fatal: can't find tax rate for state/county/country/taxclass ".
3352 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3355 } #if $conf->exists('enable_taxproducts') ...
3360 my $separate = $conf->exists('separate_usage');
3361 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3362 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3364 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3365 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3366 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3369 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3370 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3372 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3373 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3375 push @display, new FS::cust_bill_pkg_display
3378 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3382 if ($separate && $section && $summary) {
3383 push @display, new FS::cust_bill_pkg_display { type => 'U',
3388 if ($usage_mandate || $section && $summary) {
3389 $hash{post_total} = 'Y';
3392 $hash{section} = $section if ($separate || $usage_mandate);
3393 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3396 $cust_bill_pkg->set('display', \@display);
3398 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3399 foreach my $key (keys %tax_cust_bill_pkg) {
3400 my @taxes = @{ $taxes{$key} || [] };
3401 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3403 my %localtaxlisthash = ();
3404 foreach my $tax ( @taxes ) {
3406 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3407 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3408 # ' locationnum'. $cust_pkg->locationnum
3409 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3411 $taxlisthash->{ $taxname } ||= [ $tax ];
3412 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3414 $localtaxlisthash{ $taxname } ||= [ $tax ];
3415 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3419 warn "finding taxed taxes...\n" if $DEBUG > 2;
3420 foreach my $tax ( keys %localtaxlisthash ) {
3421 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3422 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3424 next unless $tax_object->can('tax_on_tax');
3426 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3427 my $totname = ref( $tot ). ' '. $tot->taxnum;
3429 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3431 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3433 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3434 my $hashref_or_error =
3435 $tax_object->taxline( $localtaxlisthash{$tax},
3436 'custnum' => $self->custnum,
3437 'invoice_time' => $invoice_time,
3439 return $hashref_or_error
3440 unless ref($hashref_or_error);
3442 $taxlisthash->{ $totname } ||= [ $tot ];
3443 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3455 my $part_pkg = shift;
3459 my $geocode = $self->geocode('cch');
3461 my @taxclassnums = map { $_->taxclassnum }
3462 $part_pkg->part_pkg_taxoverride($class);
3464 unless (@taxclassnums) {
3465 @taxclassnums = map { $_->taxclassnum }
3466 grep { $_->taxable eq 'Y' }
3467 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3469 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3474 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3476 @taxes = qsearch({ 'table' => 'tax_rate',
3477 'hashref' => { 'geocode' => $geocode, },
3478 'extra_sql' => $extra_sql,
3480 if scalar(@taxclassnums);
3482 warn "Found taxes ".
3483 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3490 =item collect [ HASHREF | OPTION => VALUE ... ]
3492 (Attempt to) collect money for this customer's outstanding invoices (see
3493 L<FS::cust_bill>). Usually used after the bill method.
3495 Actions are now triggered by billing events; see L<FS::part_event> and the
3496 billing events web interface. Old-style invoice events (see
3497 L<FS::part_bill_event>) have been deprecated.
3499 If there is an error, returns the error, otherwise returns false.
3501 Options are passed as name-value pairs.
3503 Currently available options are:
3509 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.
3513 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3517 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3521 set true to surpress email card/ACH decline notices.
3525 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)
3531 # allows for one time override of normal customer billing method
3536 my( $self, %options ) = @_;
3537 my $invoice_time = $options{'invoice_time'} || time;
3540 local $SIG{HUP} = 'IGNORE';
3541 local $SIG{INT} = 'IGNORE';
3542 local $SIG{QUIT} = 'IGNORE';
3543 local $SIG{TERM} = 'IGNORE';
3544 local $SIG{TSTP} = 'IGNORE';
3545 local $SIG{PIPE} = 'IGNORE';
3547 my $oldAutoCommit = $FS::UID::AutoCommit;
3548 local $FS::UID::AutoCommit = 0;
3551 $self->select_for_update; #mutex
3554 my $balance = $self->balance;
3555 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3558 if ( exists($options{'retry_card'}) ) {
3559 carp 'retry_card option passed to collect is deprecated; use retry';
3560 $options{'retry'} ||= $options{'retry_card'};
3562 if ( exists($options{'retry'}) && $options{'retry'} ) {
3563 my $error = $self->retry_realtime;
3565 $dbh->rollback if $oldAutoCommit;
3570 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3572 #never want to roll back an event just because it returned an error
3573 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3575 $self->do_cust_event(
3576 'debug' => ( $options{'debug'} || 0 ),
3577 'time' => $invoice_time,
3578 'check_freq' => $options{'check_freq'},
3579 'stage' => 'collect',
3584 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3586 Runs billing events; see L<FS::part_event> and the billing events web
3589 If there is an error, returns the error, otherwise returns false.
3591 Options are passed as name-value pairs.
3593 Currently available options are:
3599 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.
3603 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3607 "collect" (the default) or "pre-bill"
3611 set true to surpress email card/ACH decline notices.
3615 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)
3621 # allows for one time override of normal customer billing method
3625 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3628 my( $self, %options ) = @_;
3629 my $time = $options{'time'} || time;
3632 local $SIG{HUP} = 'IGNORE';
3633 local $SIG{INT} = 'IGNORE';
3634 local $SIG{QUIT} = 'IGNORE';
3635 local $SIG{TERM} = 'IGNORE';
3636 local $SIG{TSTP} = 'IGNORE';
3637 local $SIG{PIPE} = 'IGNORE';
3639 my $oldAutoCommit = $FS::UID::AutoCommit;
3640 local $FS::UID::AutoCommit = 0;
3643 $self->select_for_update; #mutex
3646 my $balance = $self->balance;
3647 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3650 # if ( exists($options{'retry_card'}) ) {
3651 # carp 'retry_card option passed to collect is deprecated; use retry';
3652 # $options{'retry'} ||= $options{'retry_card'};
3654 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3655 # my $error = $self->retry_realtime;
3657 # $dbh->rollback if $oldAutoCommit;
3662 # false laziness w/pay_batch::import_results
3664 my $due_cust_event = $self->due_cust_event(
3665 'debug' => ( $options{'debug'} || 0 ),
3667 'check_freq' => $options{'check_freq'},
3668 'stage' => ( $options{'stage'} || 'collect' ),
3670 unless( ref($due_cust_event) ) {
3671 $dbh->rollback if $oldAutoCommit;
3672 return $due_cust_event;
3675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3676 #never want to roll back an event just because it or a different one
3678 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3680 foreach my $cust_event ( @$due_cust_event ) {
3684 #re-eval event conditions (a previous event could have changed things)
3685 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3686 #don't leave stray "new/locked" records around
3687 my $error = $cust_event->delete;
3688 return $error if $error;
3693 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3694 warn " running cust_event ". $cust_event->eventnum. "\n"
3697 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3698 if ( my $error = $cust_event->do_event() ) {
3699 #XXX wtf is this? figure out a proper dealio with return value
3711 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3713 Inserts database records for and returns an ordered listref of new events due
3714 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3715 events are due, an empty listref is returned. If there is an error, returns a
3716 scalar error message.
3718 To actually run the events, call each event's test_condition method, and if
3719 still true, call the event's do_event method.
3721 Options are passed as a hashref or as a list of name-value pairs. Available
3728 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3732 "collect" (the default) or "pre-bill"
3736 "Current time" for the events.
3740 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3744 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3748 Explicitly pass the objects to be tested (typically used with eventtable).
3752 Set to true to return the objects, but not actually insert them into the
3759 sub due_cust_event {
3761 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3764 #my $DEBUG = $opt{'debug'}
3765 local($DEBUG) = $opt{'debug'}
3766 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3768 warn "$me due_cust_event called with options ".
3769 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3772 $opt{'time'} ||= time;
3774 local $SIG{HUP} = 'IGNORE';
3775 local $SIG{INT} = 'IGNORE';
3776 local $SIG{QUIT} = 'IGNORE';
3777 local $SIG{TERM} = 'IGNORE';
3778 local $SIG{TSTP} = 'IGNORE';
3779 local $SIG{PIPE} = 'IGNORE';
3781 my $oldAutoCommit = $FS::UID::AutoCommit;
3782 local $FS::UID::AutoCommit = 0;
3785 $self->select_for_update #mutex
3786 unless $opt{testonly};
3789 # find possible events (initial search)
3792 my @cust_event = ();
3794 my @eventtable = $opt{'eventtable'}
3795 ? ( $opt{'eventtable'} )
3796 : FS::part_event->eventtables_runorder;
3798 foreach my $eventtable ( @eventtable ) {
3801 if ( $opt{'objects'} ) {
3803 @objects = @{ $opt{'objects'} };
3807 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3808 @objects = ( $eventtable eq 'cust_main' )
3810 : ( $self->$eventtable() );
3814 my @e_cust_event = ();
3816 my $cross = "CROSS JOIN $eventtable";
3817 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3818 unless $eventtable eq 'cust_main';
3820 foreach my $object ( @objects ) {
3822 #this first search uses the condition_sql magic for optimization.
3823 #the more possible events we can eliminate in this step the better
3825 my $cross_where = '';
3826 my $pkey = $object->primary_key;
3827 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3829 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3831 FS::part_event_condition->where_conditions_sql( $eventtable,
3832 'time'=>$opt{'time'}
3834 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3836 $extra_sql = "AND $extra_sql" if $extra_sql;
3838 #here is the agent virtualization
3839 $extra_sql .= " AND ( part_event.agentnum IS NULL
3840 OR part_event.agentnum = ". $self->agentnum. ' )';
3842 $extra_sql .= " $order";
3844 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3845 if $opt{'debug'} > 2;
3846 my @part_event = qsearch( {
3847 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3848 'select' => 'part_event.*',
3849 'table' => 'part_event',
3850 'addl_from' => "$cross $join",
3851 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3852 'eventtable' => $eventtable,
3855 'extra_sql' => "AND $cross_where $extra_sql",
3859 my $pkey = $object->primary_key;
3860 warn " ". scalar(@part_event).
3861 " possible events found for $eventtable ". $object->$pkey(). "\n";
3864 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3868 warn " ". scalar(@e_cust_event).
3869 " subtotal possible cust events found for $eventtable\n"
3872 push @cust_event, @e_cust_event;
3876 warn " ". scalar(@cust_event).
3877 " total possible cust events found in initial search\n"
3885 $opt{stage} ||= 'collect';
3887 grep { my $stage = $_->part_event->event_stage;
3888 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3898 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3899 'stats_hashref' => \%unsat ),
3902 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3905 warn " invalid conditions not eliminated with condition_sql:\n".
3906 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3907 if keys %unsat && $DEBUG; # > 1;
3913 unless( $opt{testonly} ) {
3914 foreach my $cust_event ( @cust_event ) {
3916 my $error = $cust_event->insert();
3918 $dbh->rollback if $oldAutoCommit;
3925 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3931 warn " returning events: ". Dumper(@cust_event). "\n"
3938 =item retry_realtime
3940 Schedules realtime / batch credit card / electronic check / LEC billing
3941 events for for retry. Useful if card information has changed or manual
3942 retry is desired. The 'collect' method must be called to actually retry
3945 Implementation details: For either this customer, or for each of this
3946 customer's open invoices, changes the status of the first "done" (with
3947 statustext error) realtime processing event to "failed".
3951 sub retry_realtime {
3954 local $SIG{HUP} = 'IGNORE';
3955 local $SIG{INT} = 'IGNORE';
3956 local $SIG{QUIT} = 'IGNORE';
3957 local $SIG{TERM} = 'IGNORE';
3958 local $SIG{TSTP} = 'IGNORE';
3959 local $SIG{PIPE} = 'IGNORE';
3961 my $oldAutoCommit = $FS::UID::AutoCommit;
3962 local $FS::UID::AutoCommit = 0;
3965 #a little false laziness w/due_cust_event (not too bad, really)
3967 my $join = FS::part_event_condition->join_conditions_sql;
3968 my $order = FS::part_event_condition->order_conditions_sql;
3971 . join ( ' OR ' , map {
3972 "( part_event.eventtable = " . dbh->quote($_)
3973 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3974 } FS::part_event->eventtables)
3977 #here is the agent virtualization
3978 my $agent_virt = " ( part_event.agentnum IS NULL
3979 OR part_event.agentnum = ". $self->agentnum. ' )';
3981 #XXX this shouldn't be hardcoded, actions should declare it...
3982 my @realtime_events = qw(
3983 cust_bill_realtime_card
3984 cust_bill_realtime_check
3985 cust_bill_realtime_lec
3989 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3994 my @cust_event = qsearchs({
3995 'table' => 'cust_event',
3996 'select' => 'cust_event.*',
3997 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3998 'hashref' => { 'status' => 'done' },
3999 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4000 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4003 my %seen_invnum = ();
4004 foreach my $cust_event (@cust_event) {
4006 #max one for the customer, one for each open invoice
4007 my $cust_X = $cust_event->cust_X;
4008 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4012 or $cust_event->part_event->eventtable eq 'cust_bill'
4015 my $error = $cust_event->retry;
4017 $dbh->rollback if $oldAutoCommit;
4018 return "error scheduling event for retry: $error";
4023 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4028 # some horrid false laziness here to avoid refactor fallout
4029 # eventually realtime realtime_bop and realtime_refund_bop should go
4030 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
4032 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
4034 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4035 via a Business::OnlinePayment realtime gateway. See
4036 L<http://420.am/business-onlinepayment> for supported gateways.
4038 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4040 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
4042 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4043 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4044 if set, will override the value from the customer record.
4046 I<description> is a free-text field passed to the gateway. It defaults to
4047 the value defined by the business-onlinepayment-description configuration
4048 option, or "Internet services" if that is unset.
4050 If an I<invnum> is specified, this payment (if successful) is applied to the
4051 specified invoice. If you don't specify an I<invnum> you might want to
4052 call the B<apply_payments> method or set the I<apply> option.
4054 I<apply> can be set to true to apply a resulting payment.
4056 I<quiet> can be set true to surpress email decline notices.
4058 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4059 resulting paynum, if any.
4061 I<payunique> is a unique identifier for this payment.
4063 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4070 return $self->_new_realtime_bop(@_)
4071 if $self->_new_bop_required();
4073 my($method, $amount);
4075 if (ref($_[0]) eq 'HASH') {
4076 %options = %{$_[0]};
4077 $method = $options{method};
4078 $amount = $options{amount};
4080 ( $method, $amount ) = ( shift, shift );
4084 warn "$me realtime_bop: $method $amount\n";
4085 warn " $_ => $options{$_}\n" foreach keys %options;
4088 return "Amount must be greater than 0" unless $amount > 0;
4090 unless ( $options{'description'} ) {
4091 if ( $conf->exists('business-onlinepayment-description') ) {
4092 my $dtempl = $conf->config('business-onlinepayment-description');
4094 my $agent = $self->agent->agent;
4096 $options{'description'} = eval qq("$dtempl");
4098 $options{'description'} = 'Internet services';
4102 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4104 eval "use Business::OnlinePayment";
4107 my $payinfo = exists($options{'payinfo'})
4108 ? $options{'payinfo'}
4111 my %method2payby = (
4118 # check for banned credit card/ACH
4121 my $ban = qsearchs('banned_pay', {
4122 'payby' => $method2payby{$method},
4123 'payinfo' => md5_base64($payinfo),
4125 return "Banned credit card" if $ban;
4128 # set taxclass and trans_is_recur based on invnum if there is one
4132 my $trans_is_recur = 0;
4133 if ( $options{'invnum'} ) {
4135 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4136 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4139 map { $_->part_pkg }
4141 map { $_->cust_pkg }
4142 $cust_bill->cust_bill_pkg;
4144 my @taxclasses = map $_->taxclass, @part_pkg;
4145 $taxclass = $taxclasses[0]
4146 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4147 #different taxclasses
4149 if grep { $_->freq ne '0' } @part_pkg;
4157 #look for an agent gateway override first
4159 if ( $method eq 'CC' ) {
4160 $cardtype = cardtype($payinfo);
4161 } elsif ( $method eq 'ECHECK' ) {
4164 $cardtype = $method;
4168 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4169 cardtype => $cardtype,
4170 taxclass => $taxclass, } )
4171 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4173 taxclass => $taxclass, } )
4174 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4175 cardtype => $cardtype,
4177 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4179 taxclass => '', } );
4181 my $payment_gateway = '';
4182 my( $processor, $login, $password, $action, @bop_options );
4183 if ( $override ) { #use a payment gateway override
4185 $payment_gateway = $override->payment_gateway;
4187 $processor = $payment_gateway->gateway_module;
4188 $login = $payment_gateway->gateway_username;
4189 $password = $payment_gateway->gateway_password;
4190 $action = $payment_gateway->gateway_action;
4191 @bop_options = $payment_gateway->options;
4193 } else { #use the standard settings from the config
4195 ( $processor, $login, $password, $action, @bop_options ) =
4196 $self->default_payment_gateway($method);
4204 my $address = exists($options{'address1'})
4205 ? $options{'address1'}
4207 my $address2 = exists($options{'address2'})
4208 ? $options{'address2'}
4210 $address .= ", ". $address2 if length($address2);
4212 my $o_payname = exists($options{'payname'})
4213 ? $options{'payname'}
4215 my($payname, $payfirst, $paylast);
4216 if ( $o_payname && $method ne 'ECHECK' ) {
4217 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4218 or return "Illegal payname $payname";
4219 ($payfirst, $paylast) = ($1, $2);
4221 $payfirst = $self->getfield('first');
4222 $paylast = $self->getfield('last');
4223 $payname = "$payfirst $paylast";
4226 my @invoicing_list = $self->invoicing_list_emailonly;
4227 if ( $conf->exists('emailinvoiceautoalways')
4228 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4229 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4230 push @invoicing_list, $self->all_emails;
4233 my $email = ($conf->exists('business-onlinepayment-email-override'))
4234 ? $conf->config('business-onlinepayment-email-override')
4235 : $invoicing_list[0];
4239 my $payip = exists($options{'payip'})
4242 $content{customer_ip} = $payip
4245 $content{invoice_number} = $options{'invnum'}
4246 if exists($options{'invnum'}) && length($options{'invnum'});
4248 $content{email_customer} =
4249 ( $conf->exists('business-onlinepayment-email_customer')
4250 || $conf->exists('business-onlinepayment-email-override') );
4253 if ( $method eq 'CC' ) {
4255 $content{card_number} = $payinfo;
4256 $paydate = exists($options{'paydate'})
4257 ? $options{'paydate'}
4259 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4260 $content{expiration} = "$2/$1";
4262 my $paycvv = exists($options{'paycvv'})
4263 ? $options{'paycvv'}
4265 $content{cvv2} = $paycvv
4268 my $paystart_month = exists($options{'paystart_month'})
4269 ? $options{'paystart_month'}
4270 : $self->paystart_month;
4272 my $paystart_year = exists($options{'paystart_year'})
4273 ? $options{'paystart_year'}
4274 : $self->paystart_year;
4276 $content{card_start} = "$paystart_month/$paystart_year"
4277 if $paystart_month && $paystart_year;
4279 my $payissue = exists($options{'payissue'})
4280 ? $options{'payissue'}
4282 $content{issue_number} = $payissue if $payissue;
4284 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4285 'trans_is_recur' => $trans_is_recur,
4289 $content{recurring_billing} = 'YES';
4290 $content{acct_code} = 'rebill'
4291 if $conf->exists('credit_card-recurring_billing_acct_code');
4294 } elsif ( $method eq 'ECHECK' ) {
4295 ( $content{account_number}, $content{routing_code} ) =
4296 split('@', $payinfo);
4297 $content{bank_name} = $o_payname;
4298 $content{bank_state} = exists($options{'paystate'})
4299 ? $options{'paystate'}
4300 : $self->getfield('paystate');
4301 $content{account_type} = exists($options{'paytype'})
4302 ? uc($options{'paytype'}) || 'CHECKING'
4303 : uc($self->getfield('paytype')) || 'CHECKING';
4304 $content{account_name} = $payname;
4305 $content{customer_org} = $self->company ? 'B' : 'I';
4306 $content{state_id} = exists($options{'stateid'})
4307 ? $options{'stateid'}
4308 : $self->getfield('stateid');
4309 $content{state_id_state} = exists($options{'stateid_state'})
4310 ? $options{'stateid_state'}
4311 : $self->getfield('stateid_state');
4312 $content{customer_ssn} = exists($options{'ss'})
4315 } elsif ( $method eq 'LEC' ) {
4316 $content{phone} = $payinfo;
4320 # run transaction(s)
4323 my $balance = exists( $options{'balance'} )
4324 ? $options{'balance'}
4327 $self->select_for_update; #mutex ... just until we get our pending record in
4329 #the checks here are intended to catch concurrent payments
4330 #double-form-submission prevention is taken care of in cust_pay_pending::check
4333 return "The customer's balance has changed; $method transaction aborted."
4334 if $self->balance < $balance;
4335 #&& $self->balance < $amount; #might as well anyway?
4337 #also check and make sure there aren't *other* pending payments for this cust
4339 my @pending = qsearch('cust_pay_pending', {
4340 'custnum' => $self->custnum,
4341 'status' => { op=>'!=', value=>'done' }
4343 return "A payment is already being processed for this customer (".
4344 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4345 "); $method transaction aborted."
4346 if scalar(@pending);
4348 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4350 my $cust_pay_pending = new FS::cust_pay_pending {
4351 'custnum' => $self->custnum,
4352 #'invnum' => $options{'invnum'},
4355 'payby' => $method2payby{$method},
4356 'payinfo' => $payinfo,
4357 'paydate' => $paydate,
4358 'recurring_billing' => $content{recurring_billing},
4359 'pkgnum' => $options{'pkgnum'},
4361 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4363 $cust_pay_pending->payunique( $options{payunique} )
4364 if defined($options{payunique}) && length($options{payunique});
4365 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4366 return $cpp_new_err if $cpp_new_err;
4368 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4370 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4371 $transaction->content(
4374 'password' => $password,
4375 'action' => $action1,
4376 'description' => $options{'description'},
4377 'amount' => $amount,
4378 #'invoice_number' => $options{'invnum'},
4379 'customer_id' => $self->custnum,
4380 'last_name' => $paylast,
4381 'first_name' => $payfirst,
4383 'address' => $address,
4384 'city' => ( exists($options{'city'})
4387 'state' => ( exists($options{'state'})
4390 'zip' => ( exists($options{'zip'})
4393 'country' => ( exists($options{'country'})
4394 ? $options{'country'}
4396 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4398 'phone' => $self->daytime || $self->night,
4402 $cust_pay_pending->status('pending');
4403 my $cpp_pending_err = $cust_pay_pending->replace;
4404 return $cpp_pending_err if $cpp_pending_err;
4407 my $BOP_TESTING = 0;
4408 my $BOP_TESTING_SUCCESS = 1;
4410 unless ( $BOP_TESTING ) {
4411 $transaction->submit();
4413 if ( $BOP_TESTING_SUCCESS ) {
4414 $transaction->is_success(1);
4415 $transaction->authorization('fake auth');
4417 $transaction->is_success(0);
4418 $transaction->error_message('fake failure');
4422 if ( $transaction->is_success() && $action2 ) {
4424 $cust_pay_pending->status('authorized');
4425 my $cpp_authorized_err = $cust_pay_pending->replace;
4426 return $cpp_authorized_err if $cpp_authorized_err;
4428 my $auth = $transaction->authorization;
4429 my $ordernum = $transaction->can('order_number')
4430 ? $transaction->order_number
4434 new Business::OnlinePayment( $processor, @bop_options );
4441 password => $password,
4442 order_number => $ordernum,
4444 authorization => $auth,
4445 description => $options{'description'},
4448 foreach my $field (qw( authorization_source_code returned_ACI
4449 transaction_identifier validation_code
4450 transaction_sequence_num local_transaction_date
4451 local_transaction_time AVS_result_code )) {
4452 $capture{$field} = $transaction->$field() if $transaction->can($field);
4455 $capture->content( %capture );
4459 unless ( $capture->is_success ) {
4460 my $e = "Authorization successful but capture failed, custnum #".
4461 $self->custnum. ': '. $capture->result_code.
4462 ": ". $capture->error_message;
4469 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4470 my $cpp_captured_err = $cust_pay_pending->replace;
4471 return $cpp_captured_err if $cpp_captured_err;
4474 # remove paycvv after initial transaction
4477 #false laziness w/misc/process/payment.cgi - check both to make sure working
4479 if ( defined $self->dbdef_table->column('paycvv')
4480 && length($self->paycvv)
4481 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4483 my $error = $self->remove_cvv;
4485 warn "WARNING: error removing cvv: $error\n";
4493 if ( $transaction->is_success() ) {
4496 if ( $payment_gateway ) { # agent override
4497 $paybatch = $payment_gateway->gatewaynum. '-';
4500 $paybatch .= "$processor:". $transaction->authorization;
4502 $paybatch .= ':'. $transaction->order_number
4503 if $transaction->can('order_number')
4504 && length($transaction->order_number);
4506 my $cust_pay = new FS::cust_pay ( {
4507 'custnum' => $self->custnum,
4508 'invnum' => $options{'invnum'},
4511 'payby' => $method2payby{$method},
4512 'payinfo' => $payinfo,
4513 'paybatch' => $paybatch,
4514 'paydate' => $paydate,
4515 'pkgnum' => $options{'pkgnum'},
4517 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4518 $cust_pay->payunique( $options{payunique} )
4519 if defined($options{payunique}) && length($options{payunique});
4521 my $oldAutoCommit = $FS::UID::AutoCommit;
4522 local $FS::UID::AutoCommit = 0;
4525 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4527 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4530 $cust_pay->invnum(''); #try again with no specific invnum
4531 my $error2 = $cust_pay->insert( $options{'manual'} ?
4532 ( 'manual' => 1 ) : ()
4535 # gah. but at least we have a record of the state we had to abort in
4536 # from cust_pay_pending now.
4537 my $e = "WARNING: $method captured but payment not recorded - ".
4538 "error inserting payment ($processor): $error2".
4539 " (previously tried insert with invnum #$options{'invnum'}" .
4540 ": $error ) - pending payment saved as paypendingnum ".
4541 $cust_pay_pending->paypendingnum. "\n";
4547 if ( $options{'paynum_ref'} ) {
4548 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4551 $cust_pay_pending->status('done');
4552 $cust_pay_pending->statustext('captured');
4553 $cust_pay_pending->paynum($cust_pay->paynum);
4554 my $cpp_done_err = $cust_pay_pending->replace;
4556 if ( $cpp_done_err ) {
4558 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4559 my $e = "WARNING: $method captured but payment not recorded - ".
4560 "error updating status for paypendingnum ".
4561 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4567 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4569 if ( $options{'apply'} ) {
4570 my $apply_error = $self->apply_payments_and_credits;
4571 if ( $apply_error ) {
4572 warn "WARNING: error applying payment: $apply_error\n";
4573 #but we still should return no error cause the payment otherwise went
4578 return ''; #no error
4584 my $perror = "$processor error: ". $transaction->error_message;
4586 unless ( $transaction->error_message ) {
4589 if ( $transaction->can('response_page') ) {
4591 'page' => ( $transaction->can('response_page')
4592 ? $transaction->response_page
4595 'code' => ( $transaction->can('response_code')
4596 ? $transaction->response_code
4599 'headers' => ( $transaction->can('response_headers')
4600 ? $transaction->response_headers
4606 "No additional debugging information available for $processor";
4609 $perror .= "No error_message returned from $processor -- ".
4610 ( ref($t_response) ? Dumper($t_response) : $t_response );
4614 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4615 && $conf->exists('emaildecline')
4616 && grep { $_ ne 'POST' } $self->invoicing_list
4617 && ! grep { $transaction->error_message =~ /$_/ }
4618 $conf->config('emaildecline-exclude')
4621 # Send a decline alert to the customer.
4622 my $msgnum = $conf->config('decline_msgnum', $self->agentnum);
4625 my $msg_template = qsearchs('msg_template', { msgnum => $msgnum });
4626 $error = $msg_template->send( 'cust_main' => $self );
4630 my @templ = $conf->config('declinetemplate');
4631 my $template = new Text::Template (
4633 SOURCE => [ map "$_\n", @templ ],
4634 ) or return "($perror) can't create template: $Text::Template::ERROR";
4635 $template->compile()
4636 or return "($perror) can't compile template: $Text::Template::ERROR";
4640 scalar( $conf->config('company_name', $self->agentnum ) ),
4641 'company_address' =>
4642 join("\n", $conf->config('company_address', $self->agentnum ) ),
4643 'error' => $transaction->error_message,
4646 my $error = send_email(
4647 'from' => $conf->config('invoice_from', $self->agentnum ),
4648 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4649 'subject' => 'Your payment could not be processed',
4650 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4654 $perror .= " (also received error sending decline notification: $error)"
4659 $cust_pay_pending->status('done');
4660 $cust_pay_pending->statustext("declined: $perror");
4661 my $cpp_done_err = $cust_pay_pending->replace;
4662 if ( $cpp_done_err ) {
4663 my $e = "WARNING: $method declined but pending payment not resolved - ".
4664 "error updating status for paypendingnum ".
4665 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4667 $perror = "$e ($perror)";
4675 sub _bop_recurring_billing {
4676 my( $self, %opt ) = @_;
4678 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4680 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4682 return 1 if $opt{'trans_is_recur'};
4686 my %hash = ( 'custnum' => $self->custnum,
4691 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4692 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4703 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4705 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4706 via a Business::OnlinePayment realtime gateway. See
4707 L<http://420.am/business-onlinepayment> for supported gateways.
4709 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4711 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4713 Most gateways require a reference to an original payment transaction to refund,
4714 so you probably need to specify a I<paynum>.
4716 I<amount> defaults to the original amount of the payment if not specified.
4718 I<reason> specifies a reason for the refund.
4720 I<paydate> specifies the expiration date for a credit card overriding the
4721 value from the customer record or the payment record. Specified as yyyy-mm-dd
4723 Implementation note: If I<amount> is unspecified or equal to the amount of the
4724 orignal payment, first an attempt is made to "void" the transaction via
4725 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4726 the normal attempt is made to "refund" ("credit") the transaction via the
4727 gateway is attempted.
4729 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4730 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4731 #if set, will override the value from the customer record.
4733 #If an I<invnum> is specified, this payment (if successful) is applied to the
4734 #specified invoice. If you don't specify an I<invnum> you might want to
4735 #call the B<apply_payments> method.
4739 #some false laziness w/realtime_bop, not enough to make it worth merging
4740 #but some useful small subs should be pulled out
4741 sub realtime_refund_bop {
4744 return $self->_new_realtime_refund_bop(@_)
4745 if $self->_new_bop_required();
4747 my( $method, %options ) = @_;
4749 warn "$me realtime_refund_bop: $method refund\n";
4750 warn " $_ => $options{$_}\n" foreach keys %options;
4753 eval "use Business::OnlinePayment";
4757 # look up the original payment and optionally a gateway for that payment
4761 my $amount = $options{'amount'};
4763 my( $processor, $login, $password, @bop_options ) ;
4764 my( $auth, $order_number ) = ( '', '', '' );
4766 if ( $options{'paynum'} ) {
4768 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4769 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4770 or return "Unknown paynum $options{'paynum'}";
4771 $amount ||= $cust_pay->paid;
4773 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4774 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4775 $cust_pay->paybatch;
4776 my $gatewaynum = '';
4777 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4779 if ( $gatewaynum ) { #gateway for the payment to be refunded
4781 my $payment_gateway =
4782 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4783 die "payment gateway $gatewaynum not found"
4784 unless $payment_gateway;
4786 $processor = $payment_gateway->gateway_module;
4787 $login = $payment_gateway->gateway_username;
4788 $password = $payment_gateway->gateway_password;
4789 @bop_options = $payment_gateway->options;
4791 } else { #try the default gateway
4793 my( $conf_processor, $unused_action );
4794 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4795 $self->default_payment_gateway($method);
4797 return "processor of payment $options{'paynum'} $processor does not".
4798 " match default processor $conf_processor"
4799 unless $processor eq $conf_processor;
4804 } else { # didn't specify a paynum, so look for agent gateway overrides
4805 # like a normal transaction
4808 if ( $method eq 'CC' ) {
4809 $cardtype = cardtype($self->payinfo);
4810 } elsif ( $method eq 'ECHECK' ) {
4813 $cardtype = $method;
4816 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4817 cardtype => $cardtype,
4819 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4821 taxclass => '', } );
4823 if ( $override ) { #use a payment gateway override
4825 my $payment_gateway = $override->payment_gateway;
4827 $processor = $payment_gateway->gateway_module;
4828 $login = $payment_gateway->gateway_username;
4829 $password = $payment_gateway->gateway_password;
4830 #$action = $payment_gateway->gateway_action;
4831 @bop_options = $payment_gateway->options;
4833 } else { #use the standard settings from the config
4836 ( $processor, $login, $password, $unused_action, @bop_options ) =
4837 $self->default_payment_gateway($method);
4842 return "neither amount nor paynum specified" unless $amount;
4847 'password' => $password,
4848 'order_number' => $order_number,
4849 'amount' => $amount,
4850 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4852 $content{authorization} = $auth
4853 if length($auth); #echeck/ACH transactions have an order # but no auth
4854 #(at least with authorize.net)
4856 my $disable_void_after;
4857 if ($conf->exists('disable_void_after')
4858 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4859 $disable_void_after = $1;
4862 #first try void if applicable
4863 if ( $cust_pay && $cust_pay->paid == $amount
4865 ( not defined($disable_void_after) )
4866 || ( time < ($cust_pay->_date + $disable_void_after ) )
4869 warn " attempting void\n" if $DEBUG > 1;
4870 my $void = new Business::OnlinePayment( $processor, @bop_options );
4871 if ( $void->can('info') ) {
4872 if ( $cust_pay->payby eq 'CARD'
4873 && $void->info('CC_void_requires_card') )
4875 $content{'card_number'} = $cust_pay->payinfo
4876 } elsif ( $cust_pay->payby eq 'CHEK'
4877 && $void->info('ECHECK_void_requires_account') )
4879 ( $content{'account_number'}, $content{'routing_code'} ) =
4880 split('@', $cust_pay->payinfo);
4881 $content{'name'} = $self->get('first'). ' '. $self->get('last');
4884 $void->content( 'action' => 'void', %content );
4886 if ( $void->is_success ) {
4887 my $error = $cust_pay->void($options{'reason'});
4889 # gah, even with transactions.
4890 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4891 "error voiding payment: $error";
4895 warn " void successful\n" if $DEBUG > 1;
4900 warn " void unsuccessful, trying refund\n"
4904 my $address = $self->address1;
4905 $address .= ", ". $self->address2 if $self->address2;
4907 my($payname, $payfirst, $paylast);
4908 if ( $self->payname && $method ne 'ECHECK' ) {
4909 $payname = $self->payname;
4910 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4911 or return "Illegal payname $payname";
4912 ($payfirst, $paylast) = ($1, $2);
4914 $payfirst = $self->getfield('first');
4915 $paylast = $self->getfield('last');
4916 $payname = "$payfirst $paylast";
4919 my @invoicing_list = $self->invoicing_list_emailonly;
4920 if ( $conf->exists('emailinvoiceautoalways')
4921 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4922 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4923 push @invoicing_list, $self->all_emails;
4926 my $email = ($conf->exists('business-onlinepayment-email-override'))
4927 ? $conf->config('business-onlinepayment-email-override')
4928 : $invoicing_list[0];
4930 my $payip = exists($options{'payip'})
4933 $content{customer_ip} = $payip
4937 if ( $method eq 'CC' ) {
4940 $content{card_number} = $payinfo = $cust_pay->payinfo;
4941 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4942 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4943 ($content{expiration} = "$2/$1"); # where available
4945 $content{card_number} = $payinfo = $self->payinfo;
4946 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4947 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4948 $content{expiration} = "$2/$1";
4951 } elsif ( $method eq 'ECHECK' ) {
4954 $payinfo = $cust_pay->payinfo;
4956 $payinfo = $self->payinfo;
4958 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4959 $content{bank_name} = $self->payname;
4960 $content{account_type} = 'CHECKING';
4961 $content{account_name} = $payname;
4962 $content{customer_org} = $self->company ? 'B' : 'I';
4963 $content{customer_ssn} = $self->ss;
4964 } elsif ( $method eq 'LEC' ) {
4965 $content{phone} = $payinfo = $self->payinfo;
4969 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4970 my %sub_content = $refund->content(
4971 'action' => 'credit',
4972 'customer_id' => $self->custnum,
4973 'last_name' => $paylast,
4974 'first_name' => $payfirst,
4976 'address' => $address,
4977 'city' => $self->city,
4978 'state' => $self->state,
4979 'zip' => $self->zip,
4980 'country' => $self->country,
4982 'phone' => $self->daytime || $self->night,
4985 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4989 return "$processor error: ". $refund->error_message
4990 unless $refund->is_success();
4992 my %method2payby = (
4998 my $paybatch = "$processor:". $refund->authorization;
4999 $paybatch .= ':'. $refund->order_number
5000 if $refund->can('order_number') && $refund->order_number;
5002 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5003 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5004 last unless @cust_bill_pay;
5005 my $cust_bill_pay = pop @cust_bill_pay;
5006 my $error = $cust_bill_pay->delete;
5010 my $cust_refund = new FS::cust_refund ( {
5011 'custnum' => $self->custnum,
5012 'paynum' => $options{'paynum'},
5013 'refund' => $amount,
5015 'payby' => $method2payby{$method},
5016 'payinfo' => $payinfo,
5017 'paybatch' => $paybatch,
5018 'reason' => $options{'reason'} || 'card or ACH refund',
5020 my $error = $cust_refund->insert;
5022 $cust_refund->paynum(''); #try again with no specific paynum
5023 my $error2 = $cust_refund->insert;
5025 # gah, even with transactions.
5026 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5027 "error inserting refund ($processor): $error2".
5028 " (previously tried insert with paynum #$options{'paynum'}" .
5039 # does the configuration indicate the new bop routines are required?
5041 sub _new_bop_required {
5044 my $botpp = 'Business::OnlineThirdPartyPayment';
5047 if ( ( $conf->exists('business-onlinepayment-namespace')
5048 && $conf->config('business-onlinepayment-namespace') eq $botpp
5050 or scalar( grep { $_->gateway_namespace eq $botpp }
5051 qsearch( 'payment_gateway', { 'disabled' => '' } )
5059 =item realtime_collect [ OPTION => VALUE ... ]
5061 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5062 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
5063 gateway. See L<http://420.am/business-onlinepayment> and
5064 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5066 On failure returns an error message.
5068 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
5070 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
5072 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
5073 then it is deduced from the customer record.
5075 If no I<amount> is specified, then the customer balance is used.
5077 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5078 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5079 if set, will override the value from the customer record.
5081 I<description> is a free-text field passed to the gateway. It defaults to
5082 the value defined by the business-onlinepayment-description configuration
5083 option, or "Internet services" if that is unset.
5085 If an I<invnum> is specified, this payment (if successful) is applied to the
5086 specified invoice. If you don't specify an I<invnum> you might want to
5087 call the B<apply_payments> method or set the I<apply> option.
5089 I<apply> can be set to true to apply a resulting payment.
5091 I<quiet> can be set true to surpress email decline notices.
5093 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5094 resulting paynum, if any.
5096 I<payunique> is a unique identifier for this payment.
5098 I<session_id> is a session identifier associated with this payment.
5100 I<depend_jobnum> allows payment capture to unlock export jobs
5104 sub realtime_collect {
5105 my( $self, %options ) = @_;
5108 warn "$me realtime_collect:\n";
5109 warn " $_ => $options{$_}\n" foreach keys %options;
5112 $options{amount} = $self->balance unless exists( $options{amount} );
5113 $options{method} = FS::payby->payby2bop($self->payby)
5114 unless exists( $options{method} );
5116 return $self->realtime_bop({%options});
5120 =item _realtime_bop { [ ARG => VALUE ... ] }
5122 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5123 via a Business::OnlinePayment realtime gateway. See
5124 L<http://420.am/business-onlinepayment> for supported gateways.
5126 Required arguments in the hashref are I<method>, and I<amount>
5128 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5130 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5132 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5133 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5134 if set, will override the value from the customer record.
5136 I<description> is a free-text field passed to the gateway. It defaults to
5137 the value defined by the business-onlinepayment-description configuration
5138 option, or "Internet services" if that is unset.
5140 If an I<invnum> is specified, this payment (if successful) is applied to the
5141 specified invoice. If you don't specify an I<invnum> you might want to
5142 call the B<apply_payments> method.
5144 I<quiet> can be set true to surpress email decline notices.
5146 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5147 resulting paynum, if any.
5149 I<payunique> is a unique identifier for this payment.
5151 I<session_id> is a session identifier associated with this payment.
5153 I<depend_jobnum> allows payment capture to unlock export jobs
5155 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5159 # some helper routines
5160 sub _payment_gateway {
5161 my ($self, $options) = @_;
5163 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5164 unless exists($options->{payment_gateway});
5166 $options->{payment_gateway};
5170 my ($self, $options) = @_;
5173 'login' => $options->{payment_gateway}->gateway_username,
5174 'password' => $options->{payment_gateway}->gateway_password,
5179 my ($self, $options) = @_;
5181 $options->{payment_gateway}->gatewaynum
5182 ? $options->{payment_gateway}->options
5183 : @{ $options->{payment_gateway}->get('options') };
5187 my ($self, $options) = @_;
5189 unless ( $options->{'description'} ) {
5190 if ( $conf->exists('business-onlinepayment-description') ) {
5191 my $dtempl = $conf->config('business-onlinepayment-description');
5193 my $agent = $self->agent->agent;
5195 $options->{'description'} = eval qq("$dtempl");
5197 $options->{'description'} = 'Internet services';
5201 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5202 $options->{invnum} ||= '';
5203 $options->{payname} = $self->payname unless exists( $options->{payname} );
5207 my ($self, $options) = @_;
5210 $content{address} = exists($options->{'address1'})
5211 ? $options->{'address1'}
5213 my $address2 = exists($options->{'address2'})
5214 ? $options->{'address2'}
5216 $content{address} .= ", ". $address2 if length($address2);
5218 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5219 $content{customer_ip} = $payip if length($payip);
5221 $content{invoice_number} = $options->{'invnum'}
5222 if exists($options->{'invnum'}) && length($options->{'invnum'});
5224 $content{email_customer} =
5225 ( $conf->exists('business-onlinepayment-email_customer')
5226 || $conf->exists('business-onlinepayment-email-override') );
5228 $content{payfirst} = $self->getfield('first');
5229 $content{paylast} = $self->getfield('last');
5231 $content{account_name} = "$content{payfirst} $content{paylast}"
5232 if $options->{method} eq 'ECHECK';
5234 $content{name} = $options->{payname};
5235 $content{name} = $content{account_name} if exists($content{account_name});
5237 $content{city} = exists($options->{city})
5240 $content{state} = exists($options->{state})
5243 $content{zip} = exists($options->{zip})
5246 $content{country} = exists($options->{country})
5247 ? $options->{country}
5249 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5250 $content{phone} = $self->daytime || $self->night;
5255 my %bop_method2payby = (
5261 sub _new_realtime_bop {
5265 if (ref($_[0]) eq 'HASH') {
5266 %options = %{$_[0]};
5268 my ( $method, $amount ) = ( shift, shift );
5270 $options{method} = $method;
5271 $options{amount} = $amount;
5275 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5276 warn " $_ => $options{$_}\n" foreach keys %options;
5279 return $self->fake_bop(%options) if $options{'fake'};
5281 $self->_bop_defaults(\%options);
5284 # set trans_is_recur based on invnum if there is one
5287 my $trans_is_recur = 0;
5288 if ( $options{'invnum'} ) {
5290 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5291 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5294 map { $_->part_pkg }
5296 map { $_->cust_pkg }
5297 $cust_bill->cust_bill_pkg;
5300 if grep { $_->freq ne '0' } @part_pkg;
5308 my $payment_gateway = $self->_payment_gateway( \%options );
5309 my $namespace = $payment_gateway->gateway_namespace;
5311 eval "use $namespace";
5315 # check for banned credit card/ACH
5318 my $ban = qsearchs('banned_pay', {
5319 'payby' => $bop_method2payby{$options{method}},
5320 'payinfo' => md5_base64($options{payinfo}),
5322 return "Banned credit card" if $ban;
5328 my (%bop_content) = $self->_bop_content(\%options);
5330 if ( $options{method} ne 'ECHECK' ) {
5331 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5332 or return "Illegal payname $options{payname}";
5333 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5336 my @invoicing_list = $self->invoicing_list_emailonly;
5337 if ( $conf->exists('emailinvoiceautoalways')
5338 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5339 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5340 push @invoicing_list, $self->all_emails;
5343 my $email = ($conf->exists('business-onlinepayment-email-override'))
5344 ? $conf->config('business-onlinepayment-email-override')
5345 : $invoicing_list[0];
5349 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5351 $content{card_number} = $options{payinfo};
5352 $paydate = exists($options{'paydate'})
5353 ? $options{'paydate'}
5355 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5356 $content{expiration} = "$2/$1";
5358 my $paycvv = exists($options{'paycvv'})
5359 ? $options{'paycvv'}
5361 $content{cvv2} = $paycvv
5364 my $paystart_month = exists($options{'paystart_month'})
5365 ? $options{'paystart_month'}
5366 : $self->paystart_month;
5368 my $paystart_year = exists($options{'paystart_year'})
5369 ? $options{'paystart_year'}
5370 : $self->paystart_year;
5372 $content{card_start} = "$paystart_month/$paystart_year"
5373 if $paystart_month && $paystart_year;
5375 my $payissue = exists($options{'payissue'})
5376 ? $options{'payissue'}
5378 $content{issue_number} = $payissue if $payissue;
5380 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5381 'trans_is_recur' => $trans_is_recur,
5385 $content{recurring_billing} = 'YES';
5386 $content{acct_code} = 'rebill'
5387 if $conf->exists('credit_card-recurring_billing_acct_code');
5390 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5391 ( $content{account_number}, $content{routing_code} ) =
5392 split('@', $options{payinfo});
5393 $content{bank_name} = $options{payname};
5394 $content{bank_state} = exists($options{'paystate'})
5395 ? $options{'paystate'}
5396 : $self->getfield('paystate');
5397 $content{account_type} = exists($options{'paytype'})
5398 ? uc($options{'paytype'}) || 'CHECKING'
5399 : uc($self->getfield('paytype')) || 'CHECKING';
5400 $content{customer_org} = $self->company ? 'B' : 'I';
5401 $content{state_id} = exists($options{'stateid'})
5402 ? $options{'stateid'}
5403 : $self->getfield('stateid');
5404 $content{state_id_state} = exists($options{'stateid_state'})
5405 ? $options{'stateid_state'}
5406 : $self->getfield('stateid_state');
5407 $content{customer_ssn} = exists($options{'ss'})
5410 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5411 $content{phone} = $options{payinfo};
5412 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5419 # run transaction(s)
5422 my $balance = exists( $options{'balance'} )
5423 ? $options{'balance'}
5426 $self->select_for_update; #mutex ... just until we get our pending record in
5428 #the checks here are intended to catch concurrent payments
5429 #double-form-submission prevention is taken care of in cust_pay_pending::check
5432 return "The customer's balance has changed; $options{method} transaction aborted."
5433 if $self->balance < $balance;
5434 #&& $self->balance < $options{amount}; #might as well anyway?
5436 #also check and make sure there aren't *other* pending payments for this cust
5438 my @pending = qsearch('cust_pay_pending', {
5439 'custnum' => $self->custnum,
5440 'status' => { op=>'!=', value=>'done' }
5442 return "A payment is already being processed for this customer (".
5443 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5444 "); $options{method} transaction aborted."
5445 if scalar(@pending);
5447 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5449 my $cust_pay_pending = new FS::cust_pay_pending {
5450 'custnum' => $self->custnum,
5451 #'invnum' => $options{'invnum'},
5452 'paid' => $options{amount},
5454 'payby' => $bop_method2payby{$options{method}},
5455 'payinfo' => $options{payinfo},
5456 'paydate' => $paydate,
5457 'recurring_billing' => $content{recurring_billing},
5458 'pkgnum' => $options{'pkgnum'},
5460 'gatewaynum' => $payment_gateway->gatewaynum || '',
5461 'session_id' => $options{session_id} || '',
5462 'jobnum' => $options{depend_jobnum} || '',
5464 $cust_pay_pending->payunique( $options{payunique} )
5465 if defined($options{payunique}) && length($options{payunique});
5466 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5467 return $cpp_new_err if $cpp_new_err;
5469 my( $action1, $action2 ) =
5470 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5472 my $transaction = new $namespace( $payment_gateway->gateway_module,
5473 $self->_bop_options(\%options),
5476 $transaction->content(
5477 'type' => $options{method},
5478 $self->_bop_auth(\%options),
5479 'action' => $action1,
5480 'description' => $options{'description'},
5481 'amount' => $options{amount},
5482 #'invoice_number' => $options{'invnum'},
5483 'customer_id' => $self->custnum,
5485 'reference' => $cust_pay_pending->paypendingnum, #for now
5490 $cust_pay_pending->status('pending');
5491 my $cpp_pending_err = $cust_pay_pending->replace;
5492 return $cpp_pending_err if $cpp_pending_err;
5495 my $BOP_TESTING = 0;
5496 my $BOP_TESTING_SUCCESS = 1;
5498 unless ( $BOP_TESTING ) {
5499 $transaction->submit();
5501 if ( $BOP_TESTING_SUCCESS ) {
5502 $transaction->is_success(1);
5503 $transaction->authorization('fake auth');
5505 $transaction->is_success(0);
5506 $transaction->error_message('fake failure');
5510 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5512 return { reference => $cust_pay_pending->paypendingnum,
5513 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5515 } elsif ( $transaction->is_success() && $action2 ) {
5517 $cust_pay_pending->status('authorized');
5518 my $cpp_authorized_err = $cust_pay_pending->replace;
5519 return $cpp_authorized_err if $cpp_authorized_err;
5521 my $auth = $transaction->authorization;
5522 my $ordernum = $transaction->can('order_number')
5523 ? $transaction->order_number
5527 new Business::OnlinePayment( $payment_gateway->gateway_module,
5528 $self->_bop_options(\%options),
5533 type => $options{method},
5535 $self->_bop_auth(\%options),
5536 order_number => $ordernum,
5537 amount => $options{amount},
5538 authorization => $auth,
5539 description => $options{'description'},
5542 foreach my $field (qw( authorization_source_code returned_ACI
5543 transaction_identifier validation_code
5544 transaction_sequence_num local_transaction_date
5545 local_transaction_time AVS_result_code )) {
5546 $capture{$field} = $transaction->$field() if $transaction->can($field);
5549 $capture->content( %capture );
5553 unless ( $capture->is_success ) {
5554 my $e = "Authorization successful but capture failed, custnum #".
5555 $self->custnum. ': '. $capture->result_code.
5556 ": ". $capture->error_message;
5564 # remove paycvv after initial transaction
5567 #false laziness w/misc/process/payment.cgi - check both to make sure working
5569 if ( defined $self->dbdef_table->column('paycvv')
5570 && length($self->paycvv)
5571 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5573 my $error = $self->remove_cvv;
5575 warn "WARNING: error removing cvv: $error\n";
5583 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5595 if (ref($_[0]) eq 'HASH') {
5596 %options = %{$_[0]};
5598 my ( $method, $amount ) = ( shift, shift );
5600 $options{method} = $method;
5601 $options{amount} = $amount;
5604 if ( $options{'fake_failure'} ) {
5605 return "Error: No error; test failure requested with fake_failure";
5609 #if ( $payment_gateway->gatewaynum ) { # agent override
5610 # $paybatch = $payment_gateway->gatewaynum. '-';
5613 #$paybatch .= "$processor:". $transaction->authorization;
5615 #$paybatch .= ':'. $transaction->order_number
5616 # if $transaction->can('order_number')
5617 # && length($transaction->order_number);
5619 my $paybatch = 'FakeProcessor:54:32';
5621 my $cust_pay = new FS::cust_pay ( {
5622 'custnum' => $self->custnum,
5623 'invnum' => $options{'invnum'},
5624 'paid' => $options{amount},
5626 'payby' => $bop_method2payby{$options{method}},
5627 #'payinfo' => $payinfo,
5628 'payinfo' => '4111111111111111',
5629 'paybatch' => $paybatch,
5630 #'paydate' => $paydate,
5631 'paydate' => '2012-05-01',
5633 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5635 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5638 $cust_pay->invnum(''); #try again with no specific invnum
5639 my $error2 = $cust_pay->insert( $options{'manual'} ?
5640 ( 'manual' => 1 ) : ()
5643 # gah, even with transactions.
5644 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5645 "error inserting (fake!) payment: $error2".
5646 " (previously tried insert with invnum #$options{'invnum'}" .
5653 if ( $options{'paynum_ref'} ) {
5654 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5657 return ''; #no error
5662 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5664 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5665 # phone bill transaction.
5667 sub _realtime_bop_result {
5668 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5670 warn "$me _realtime_bop_result: pending transaction ".
5671 $cust_pay_pending->paypendingnum. "\n";
5672 warn " $_ => $options{$_}\n" foreach keys %options;
5675 my $payment_gateway = $options{payment_gateway}
5676 or return "no payment gateway in arguments to _realtime_bop_result";
5678 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5679 my $cpp_captured_err = $cust_pay_pending->replace;
5680 return $cpp_captured_err if $cpp_captured_err;
5682 if ( $transaction->is_success() ) {
5685 if ( $payment_gateway->gatewaynum ) { # agent override
5686 $paybatch = $payment_gateway->gatewaynum. '-';
5689 $paybatch .= $payment_gateway->gateway_module. ":".
5690 $transaction->authorization;
5692 $paybatch .= ':'. $transaction->order_number
5693 if $transaction->can('order_number')
5694 && length($transaction->order_number);
5696 my $cust_pay = new FS::cust_pay ( {
5697 'custnum' => $self->custnum,
5698 'invnum' => $options{'invnum'},
5699 'paid' => $cust_pay_pending->paid,
5701 'payby' => $cust_pay_pending->payby,
5702 #'payinfo' => $payinfo,
5703 'paybatch' => $paybatch,
5704 'paydate' => $cust_pay_pending->paydate,
5705 'pkgnum' => $cust_pay_pending->pkgnum,
5707 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5708 $cust_pay->payunique( $options{payunique} )
5709 if defined($options{payunique}) && length($options{payunique});
5711 my $oldAutoCommit = $FS::UID::AutoCommit;
5712 local $FS::UID::AutoCommit = 0;
5715 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5717 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5720 $cust_pay->invnum(''); #try again with no specific invnum
5721 my $error2 = $cust_pay->insert( $options{'manual'} ?
5722 ( 'manual' => 1 ) : ()
5725 # gah. but at least we have a record of the state we had to abort in
5726 # from cust_pay_pending now.
5727 my $e = "WARNING: $options{method} captured but payment not recorded -".
5728 " error inserting payment (". $payment_gateway->gateway_module.
5730 " (previously tried insert with invnum #$options{'invnum'}" .
5731 ": $error ) - pending payment saved as paypendingnum ".
5732 $cust_pay_pending->paypendingnum. "\n";
5738 my $jobnum = $cust_pay_pending->jobnum;
5740 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5742 unless ( $placeholder ) {
5743 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5744 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5745 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5750 $error = $placeholder->delete;
5753 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5754 my $e = "WARNING: $options{method} captured but could not delete ".
5755 "job $jobnum for paypendingnum ".
5756 $cust_pay_pending->paypendingnum. ": $error\n";
5763 if ( $options{'paynum_ref'} ) {
5764 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5767 $cust_pay_pending->status('done');
5768 $cust_pay_pending->statustext('captured');
5769 $cust_pay_pending->paynum($cust_pay->paynum);
5770 my $cpp_done_err = $cust_pay_pending->replace;
5772 if ( $cpp_done_err ) {
5774 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5775 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5776 "error updating status for paypendingnum ".
5777 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5783 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5785 if ( $options{'apply'} ) {
5786 my $apply_error = $self->apply_payments_and_credits;
5787 if ( $apply_error ) {
5788 warn "WARNING: error applying payment: $apply_error\n";
5789 #but we still should return no error cause the payment otherwise went
5794 return ''; #no error
5800 my $perror = $payment_gateway->gateway_module. " error: ".
5801 $transaction->error_message;
5803 my $jobnum = $cust_pay_pending->jobnum;
5805 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5807 if ( $placeholder ) {
5808 my $error = $placeholder->depended_delete;
5809 $error ||= $placeholder->delete;
5810 warn "error removing provisioning jobs after declined paypendingnum ".
5811 $cust_pay_pending->paypendingnum. "\n";
5813 my $e = "error finding job $jobnum for declined paypendingnum ".
5814 $cust_pay_pending->paypendingnum. "\n";
5820 unless ( $transaction->error_message ) {
5823 if ( $transaction->can('response_page') ) {
5825 'page' => ( $transaction->can('response_page')
5826 ? $transaction->response_page
5829 'code' => ( $transaction->can('response_code')
5830 ? $transaction->response_code
5833 'headers' => ( $transaction->can('response_headers')
5834 ? $transaction->response_headers
5840 "No additional debugging information available for ".
5841 $payment_gateway->gateway_module;
5844 $perror .= "No error_message returned from ".
5845 $payment_gateway->gateway_module. " -- ".
5846 ( ref($t_response) ? Dumper($t_response) : $t_response );
5850 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5851 && $conf->exists('emaildecline')
5852 && grep { $_ ne 'POST' } $self->invoicing_list
5853 && ! grep { $transaction->error_message =~ /$_/ }
5854 $conf->config('emaildecline-exclude')
5856 my @templ = $conf->config('declinetemplate');
5857 my $template = new Text::Template (
5859 SOURCE => [ map "$_\n", @templ ],
5860 ) or return "($perror) can't create template: $Text::Template::ERROR";
5861 $template->compile()
5862 or return "($perror) can't compile template: $Text::Template::ERROR";
5866 scalar( $conf->config('company_name', $self->agentnum ) ),
5867 'company_address' =>
5868 join("\n", $conf->config('company_address', $self->agentnum ) ),
5869 'error' => $transaction->error_message,
5872 my $error = send_email(
5873 'from' => $conf->config('invoice_from', $self->agentnum ),
5874 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5875 'subject' => 'Your payment could not be processed',
5876 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5879 $perror .= " (also received error sending decline notification: $error)"
5884 $cust_pay_pending->status('done');
5885 $cust_pay_pending->statustext("declined: $perror");
5886 my $cpp_done_err = $cust_pay_pending->replace;
5887 if ( $cpp_done_err ) {
5888 my $e = "WARNING: $options{method} declined but pending payment not ".
5889 "resolved - error updating status for paypendingnum ".
5890 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5892 $perror = "$e ($perror)";
5900 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5902 Verifies successful third party processing of a realtime credit card,
5903 ACH (electronic check) or phone bill transaction via a
5904 Business::OnlineThirdPartyPayment realtime gateway. See
5905 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5907 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5909 The additional options I<payname>, I<city>, I<state>,
5910 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5911 if set, will override the value from the customer record.
5913 I<description> is a free-text field passed to the gateway. It defaults to
5914 "Internet services".
5916 If an I<invnum> is specified, this payment (if successful) is applied to the
5917 specified invoice. If you don't specify an I<invnum> you might want to
5918 call the B<apply_payments> method.
5920 I<quiet> can be set true to surpress email decline notices.
5922 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5923 resulting paynum, if any.
5925 I<payunique> is a unique identifier for this payment.
5927 Returns a hashref containing elements bill_error (which will be undefined
5928 upon success) and session_id of any associated session.
5932 sub realtime_botpp_capture {
5933 my( $self, $cust_pay_pending, %options ) = @_;
5935 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5936 warn " $_ => $options{$_}\n" foreach keys %options;
5939 eval "use Business::OnlineThirdPartyPayment";
5943 # select the gateway
5946 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5948 my $payment_gateway = $cust_pay_pending->gatewaynum
5949 ? qsearchs( 'payment_gateway',
5950 { gatewaynum => $cust_pay_pending->gatewaynum }
5952 : $self->agent->payment_gateway( 'method' => $method,
5953 # 'invnum' => $cust_pay_pending->invnum,
5954 # 'payinfo' => $cust_pay_pending->payinfo,
5957 $options{payment_gateway} = $payment_gateway; # for the helper subs
5963 my @invoicing_list = $self->invoicing_list_emailonly;
5964 if ( $conf->exists('emailinvoiceautoalways')
5965 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5966 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5967 push @invoicing_list, $self->all_emails;
5970 my $email = ($conf->exists('business-onlinepayment-email-override'))
5971 ? $conf->config('business-onlinepayment-email-override')
5972 : $invoicing_list[0];
5976 $content{email_customer} =
5977 ( $conf->exists('business-onlinepayment-email_customer')
5978 || $conf->exists('business-onlinepayment-email-override') );
5981 # run transaction(s)
5985 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5986 $self->_bop_options(\%options),
5989 $transaction->reference({ %options });
5991 $transaction->content(
5993 $self->_bop_auth(\%options),
5994 'action' => 'Post Authorization',
5995 'description' => $options{'description'},
5996 'amount' => $cust_pay_pending->paid,
5997 #'invoice_number' => $options{'invnum'},
5998 'customer_id' => $self->custnum,
5999 'referer' => 'http://cleanwhisker.420.am/',
6000 'reference' => $cust_pay_pending->paypendingnum,
6002 'phone' => $self->daytime || $self->night,
6004 # plus whatever is required for bogus capture avoidance
6007 $transaction->submit();
6010 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
6013 bill_error => $error,
6014 session_id => $cust_pay_pending->session_id,
6019 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
6023 sub default_payment_gateway {
6024 my( $self, $method ) = @_;
6026 die "Real-time processing not enabled\n"
6027 unless $conf->exists('business-onlinepayment');
6029 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
6032 my $bop_config = 'business-onlinepayment';
6033 $bop_config .= '-ach'
6034 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
6035 my ( $processor, $login, $password, $action, @bop_options ) =
6036 $conf->config($bop_config);
6037 $action ||= 'normal authorization';
6038 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
6039 die "No real-time processor is enabled - ".
6040 "did you set the business-onlinepayment configuration value?\n"
6043 ( $processor, $login, $password, $action, @bop_options )
6048 Removes the I<paycvv> field from the database directly.
6050 If there is an error, returns the error, otherwise returns false.
6056 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
6057 or return dbh->errstr;
6058 $sth->execute($self->custnum)
6059 or return $sth->errstr;
6064 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
6066 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
6067 via a Business::OnlinePayment realtime gateway. See
6068 L<http://420.am/business-onlinepayment> for supported gateways.
6070 Available methods are: I<CC>, I<ECHECK> and I<LEC>
6072 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
6074 Most gateways require a reference to an original payment transaction to refund,
6075 so you probably need to specify a I<paynum>.
6077 I<amount> defaults to the original amount of the payment if not specified.
6079 I<reason> specifies a reason for the refund.
6081 I<paydate> specifies the expiration date for a credit card overriding the
6082 value from the customer record or the payment record. Specified as yyyy-mm-dd
6084 Implementation note: If I<amount> is unspecified or equal to the amount of the
6085 orignal payment, first an attempt is made to "void" the transaction via
6086 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6087 the normal attempt is made to "refund" ("credit") the transaction via the
6088 gateway is attempted.
6090 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6091 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6092 #if set, will override the value from the customer record.
6094 #If an I<invnum> is specified, this payment (if successful) is applied to the
6095 #specified invoice. If you don't specify an I<invnum> you might want to
6096 #call the B<apply_payments> method.
6100 #some false laziness w/realtime_bop, not enough to make it worth merging
6101 #but some useful small subs should be pulled out
6102 sub _new_realtime_refund_bop {
6106 if (ref($_[0]) ne 'HASH') {
6107 %options = %{$_[0]};
6111 $options{method} = $method;
6115 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6116 warn " $_ => $options{$_}\n" foreach keys %options;
6120 # look up the original payment and optionally a gateway for that payment
6124 my $amount = $options{'amount'};
6126 my( $processor, $login, $password, @bop_options, $namespace ) ;
6127 my( $auth, $order_number ) = ( '', '', '' );
6129 if ( $options{'paynum'} ) {
6131 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6132 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6133 or return "Unknown paynum $options{'paynum'}";
6134 $amount ||= $cust_pay->paid;
6136 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6137 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6138 $cust_pay->paybatch;
6139 my $gatewaynum = '';
6140 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6142 if ( $gatewaynum ) { #gateway for the payment to be refunded
6144 my $payment_gateway =
6145 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6146 die "payment gateway $gatewaynum not found"
6147 unless $payment_gateway;
6149 $processor = $payment_gateway->gateway_module;
6150 $login = $payment_gateway->gateway_username;
6151 $password = $payment_gateway->gateway_password;
6152 $namespace = $payment_gateway->gateway_namespace;
6153 @bop_options = $payment_gateway->options;
6155 } else { #try the default gateway
6158 my $payment_gateway =
6159 $self->agent->payment_gateway('method' => $options{method});
6161 ( $conf_processor, $login, $password, $namespace ) =
6162 map { my $method = "gateway_$_"; $payment_gateway->$method }
6163 qw( module username password namespace );
6165 @bop_options = $payment_gateway->gatewaynum
6166 ? $payment_gateway->options
6167 : @{ $payment_gateway->get('options') };
6169 return "processor of payment $options{'paynum'} $processor does not".
6170 " match default processor $conf_processor"
6171 unless $processor eq $conf_processor;
6176 } else { # didn't specify a paynum, so look for agent gateway overrides
6177 # like a normal transaction
6179 my $payment_gateway =
6180 $self->agent->payment_gateway( 'method' => $options{method},
6181 #'payinfo' => $payinfo,
6183 my( $processor, $login, $password, $namespace ) =
6184 map { my $method = "gateway_$_"; $payment_gateway->$method }
6185 qw( module username password namespace );
6187 my @bop_options = $payment_gateway->gatewaynum
6188 ? $payment_gateway->options
6189 : @{ $payment_gateway->get('options') };
6192 return "neither amount nor paynum specified" unless $amount;
6194 eval "use $namespace";
6198 'type' => $options{method},
6200 'password' => $password,
6201 'order_number' => $order_number,
6202 'amount' => $amount,
6203 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6205 $content{authorization} = $auth
6206 if length($auth); #echeck/ACH transactions have an order # but no auth
6207 #(at least with authorize.net)
6209 my $disable_void_after;
6210 if ($conf->exists('disable_void_after')
6211 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6212 $disable_void_after = $1;
6215 #first try void if applicable
6216 if ( $cust_pay && $cust_pay->paid == $amount
6218 ( not defined($disable_void_after) )
6219 || ( time < ($cust_pay->_date + $disable_void_after ) )
6222 warn " attempting void\n" if $DEBUG > 1;
6223 my $void = new Business::OnlinePayment( $processor, @bop_options );
6224 if ( $void->can('info') ) {
6225 if ( $cust_pay->payby eq 'CARD'
6226 && $void->info('CC_void_requires_card') )
6228 $content{'card_number'} = $cust_pay->payinfo;
6229 } elsif ( $cust_pay->payby eq 'CHEK'
6230 && $void->info('ECHECK_void_requires_account') )
6232 ( $content{'account_number'}, $content{'routing_code'} ) =
6233 split('@', $cust_pay->payinfo);
6234 $content{'name'} = $self->get('first'). ' '. $self->get('last');
6237 $void->content( 'action' => 'void', %content );
6239 if ( $void->is_success ) {
6240 my $error = $cust_pay->void($options{'reason'});
6242 # gah, even with transactions.
6243 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6244 "error voiding payment: $error";
6248 warn " void successful\n" if $DEBUG > 1;
6253 warn " void unsuccessful, trying refund\n"
6257 my $address = $self->address1;
6258 $address .= ", ". $self->address2 if $self->address2;
6260 my($payname, $payfirst, $paylast);
6261 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6262 $payname = $self->payname;
6263 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6264 or return "Illegal payname $payname";
6265 ($payfirst, $paylast) = ($1, $2);
6267 $payfirst = $self->getfield('first');
6268 $paylast = $self->getfield('last');
6269 $payname = "$payfirst $paylast";
6272 my @invoicing_list = $self->invoicing_list_emailonly;
6273 if ( $conf->exists('emailinvoiceautoalways')
6274 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6275 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6276 push @invoicing_list, $self->all_emails;
6279 my $email = ($conf->exists('business-onlinepayment-email-override'))
6280 ? $conf->config('business-onlinepayment-email-override')
6281 : $invoicing_list[0];
6283 my $payip = exists($options{'payip'})
6286 $content{customer_ip} = $payip
6290 if ( $options{method} eq 'CC' ) {
6293 $content{card_number} = $payinfo = $cust_pay->payinfo;
6294 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6295 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6296 ($content{expiration} = "$2/$1"); # where available
6298 $content{card_number} = $payinfo = $self->payinfo;
6299 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6300 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6301 $content{expiration} = "$2/$1";
6304 } elsif ( $options{method} eq 'ECHECK' ) {
6307 $payinfo = $cust_pay->payinfo;
6309 $payinfo = $self->payinfo;
6311 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6312 $content{bank_name} = $self->payname;
6313 $content{account_type} = 'CHECKING';
6314 $content{account_name} = $payname;
6315 $content{customer_org} = $self->company ? 'B' : 'I';
6316 $content{customer_ssn} = $self->ss;
6317 } elsif ( $options{method} eq 'LEC' ) {
6318 $content{phone} = $payinfo = $self->payinfo;
6322 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6323 my %sub_content = $refund->content(
6324 'action' => 'credit',
6325 'customer_id' => $self->custnum,
6326 'last_name' => $paylast,
6327 'first_name' => $payfirst,
6329 'address' => $address,
6330 'city' => $self->city,
6331 'state' => $self->state,
6332 'zip' => $self->zip,
6333 'country' => $self->country,
6335 'phone' => $self->daytime || $self->night,
6338 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6342 return "$processor error: ". $refund->error_message
6343 unless $refund->is_success();
6345 my $paybatch = "$processor:". $refund->authorization;
6346 $paybatch .= ':'. $refund->order_number
6347 if $refund->can('order_number') && $refund->order_number;
6349 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6350 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6351 last unless @cust_bill_pay;
6352 my $cust_bill_pay = pop @cust_bill_pay;
6353 my $error = $cust_bill_pay->delete;
6357 my $cust_refund = new FS::cust_refund ( {
6358 'custnum' => $self->custnum,
6359 'paynum' => $options{'paynum'},
6360 'refund' => $amount,
6362 'payby' => $bop_method2payby{$options{method}},
6363 'payinfo' => $payinfo,
6364 'paybatch' => $paybatch,
6365 'reason' => $options{'reason'} || 'card or ACH refund',
6367 my $error = $cust_refund->insert;
6369 $cust_refund->paynum(''); #try again with no specific paynum
6370 my $error2 = $cust_refund->insert;
6372 # gah, even with transactions.
6373 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6374 "error inserting refund ($processor): $error2".
6375 " (previously tried insert with paynum #$options{'paynum'}" .
6386 =item batch_card OPTION => VALUE...
6388 Adds a payment for this invoice to the pending credit card batch (see
6389 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6390 runs the payment using a realtime gateway.
6395 my ($self, %options) = @_;
6398 if (exists($options{amount})) {
6399 $amount = $options{amount};
6401 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6403 return '' unless $amount > 0;
6405 my $invnum = delete $options{invnum};
6406 my $payby = $options{invnum} || $self->payby; #dubious
6408 if ($options{'realtime'}) {
6409 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6415 my $oldAutoCommit = $FS::UID::AutoCommit;
6416 local $FS::UID::AutoCommit = 0;
6419 #this needs to handle mysql as well as Pg, like svc_acct.pm
6420 #(make it into a common function if folks need to do batching with mysql)
6421 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6422 or return "Cannot lock pay_batch: " . $dbh->errstr;
6426 'payby' => FS::payby->payby2payment($payby),
6429 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6431 unless ( $pay_batch ) {
6432 $pay_batch = new FS::pay_batch \%pay_batch;
6433 my $error = $pay_batch->insert;
6435 $dbh->rollback if $oldAutoCommit;
6436 die "error creating new batch: $error\n";
6440 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6441 'batchnum' => $pay_batch->batchnum,
6442 'custnum' => $self->custnum,
6445 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6447 $options{$_} = '' unless exists($options{$_});
6450 my $cust_pay_batch = new FS::cust_pay_batch ( {
6451 'batchnum' => $pay_batch->batchnum,
6452 'invnum' => $invnum || 0, # is there a better value?
6453 # this field should be
6455 # cust_bill_pay_batch now
6456 'custnum' => $self->custnum,
6457 'last' => $self->getfield('last'),
6458 'first' => $self->getfield('first'),
6459 'address1' => $options{address1} || $self->address1,
6460 'address2' => $options{address2} || $self->address2,
6461 'city' => $options{city} || $self->city,
6462 'state' => $options{state} || $self->state,
6463 'zip' => $options{zip} || $self->zip,
6464 'country' => $options{country} || $self->country,
6465 'payby' => $options{payby} || $self->payby,
6466 'payinfo' => $options{payinfo} || $self->payinfo,
6467 'exp' => $options{paydate} || $self->paydate,
6468 'payname' => $options{payname} || $self->payname,
6469 'amount' => $amount, # consolidating
6472 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6473 if $old_cust_pay_batch;
6476 if ($old_cust_pay_batch) {
6477 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6479 $error = $cust_pay_batch->insert;
6483 $dbh->rollback if $oldAutoCommit;
6487 my $unapplied = $self->total_unapplied_credits
6488 + $self->total_unapplied_payments
6489 + $self->in_transit_payments;
6490 foreach my $cust_bill ($self->open_cust_bill) {
6491 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6492 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6493 'invnum' => $cust_bill->invnum,
6494 'paybatchnum' => $cust_pay_batch->paybatchnum,
6495 'amount' => $cust_bill->owed,
6498 if ($unapplied >= $cust_bill_pay_batch->amount){
6499 $unapplied -= $cust_bill_pay_batch->amount;
6502 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6503 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6505 $error = $cust_bill_pay_batch->insert;
6507 $dbh->rollback if $oldAutoCommit;
6512 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6516 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6518 Applies unapplied payments and credits.
6520 In most cases, this new method should be used in place of sequential
6521 apply_payments and apply_credits methods.
6523 A hash of optional arguments may be passed. Currently "manual" is supported.
6524 If true, a payment receipt is sent instead of a statement when
6525 'payment_receipt_email' configuration option is set.
6527 If there is an error, returns the error, otherwise returns false.
6531 sub apply_payments_and_credits {
6532 my( $self, %options ) = @_;
6534 local $SIG{HUP} = 'IGNORE';
6535 local $SIG{INT} = 'IGNORE';
6536 local $SIG{QUIT} = 'IGNORE';
6537 local $SIG{TERM} = 'IGNORE';
6538 local $SIG{TSTP} = 'IGNORE';
6539 local $SIG{PIPE} = 'IGNORE';
6541 my $oldAutoCommit = $FS::UID::AutoCommit;
6542 local $FS::UID::AutoCommit = 0;
6545 $self->select_for_update; #mutex
6547 foreach my $cust_bill ( $self->open_cust_bill ) {
6548 my $error = $cust_bill->apply_payments_and_credits(%options);
6550 $dbh->rollback if $oldAutoCommit;
6551 return "Error applying: $error";
6555 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6560 =item apply_credits OPTION => VALUE ...
6562 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6563 to outstanding invoice balances in chronological order (or reverse
6564 chronological order if the I<order> option is set to B<newest>) and returns the
6565 value of any remaining unapplied credits available for refund (see
6566 L<FS::cust_refund>).
6568 Dies if there is an error.
6576 local $SIG{HUP} = 'IGNORE';
6577 local $SIG{INT} = 'IGNORE';
6578 local $SIG{QUIT} = 'IGNORE';
6579 local $SIG{TERM} = 'IGNORE';
6580 local $SIG{TSTP} = 'IGNORE';
6581 local $SIG{PIPE} = 'IGNORE';
6583 my $oldAutoCommit = $FS::UID::AutoCommit;
6584 local $FS::UID::AutoCommit = 0;
6587 $self->select_for_update; #mutex
6589 unless ( $self->total_unapplied_credits ) {
6590 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6594 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6595 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6597 my @invoices = $self->open_cust_bill;
6598 @invoices = sort { $b->_date <=> $a->_date } @invoices
6599 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6601 if ( $conf->exists('pkg-balances') ) {
6602 # limit @credits to those w/ a pkgnum grepped from $self
6604 foreach my $i (@invoices) {
6605 foreach my $li ( $i->cust_bill_pkg ) {
6606 $pkgnums{$li->pkgnum} = 1;
6609 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6614 foreach my $cust_bill ( @invoices ) {
6616 if ( !defined($credit) || $credit->credited == 0) {
6617 $credit = pop @credits or last;
6621 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6622 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6624 $owed = $cust_bill->owed;
6626 unless ( $owed > 0 ) {
6627 push @credits, $credit;
6631 my $amount = min( $credit->credited, $owed );
6633 my $cust_credit_bill = new FS::cust_credit_bill ( {
6634 'crednum' => $credit->crednum,
6635 'invnum' => $cust_bill->invnum,
6636 'amount' => $amount,
6638 $cust_credit_bill->pkgnum( $credit->pkgnum )
6639 if $conf->exists('pkg-balances') && $credit->pkgnum;
6640 my $error = $cust_credit_bill->insert;
6642 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6646 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6650 my $total_unapplied_credits = $self->total_unapplied_credits;
6652 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6654 return $total_unapplied_credits;
6657 =item apply_payments [ OPTION => VALUE ... ]
6659 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6660 to outstanding invoice balances in chronological order.
6662 #and returns the value of any remaining unapplied payments.
6664 A hash of optional arguments may be passed. Currently "manual" is supported.
6665 If true, a payment receipt is sent instead of a statement when
6666 'payment_receipt_email' configuration option is set.
6668 Dies if there is an error.
6672 sub apply_payments {
6673 my( $self, %options ) = @_;
6675 local $SIG{HUP} = 'IGNORE';
6676 local $SIG{INT} = 'IGNORE';
6677 local $SIG{QUIT} = 'IGNORE';
6678 local $SIG{TERM} = 'IGNORE';
6679 local $SIG{TSTP} = 'IGNORE';
6680 local $SIG{PIPE} = 'IGNORE';
6682 my $oldAutoCommit = $FS::UID::AutoCommit;
6683 local $FS::UID::AutoCommit = 0;
6686 $self->select_for_update; #mutex
6690 my @payments = sort { $b->_date <=> $a->_date }
6691 grep { $_->unapplied > 0 }
6694 my @invoices = sort { $a->_date <=> $b->_date}
6695 grep { $_->owed > 0 }
6698 if ( $conf->exists('pkg-balances') ) {
6699 # limit @payments to those w/ a pkgnum grepped from $self
6701 foreach my $i (@invoices) {
6702 foreach my $li ( $i->cust_bill_pkg ) {
6703 $pkgnums{$li->pkgnum} = 1;
6706 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6711 foreach my $cust_bill ( @invoices ) {
6713 if ( !defined($payment) || $payment->unapplied == 0 ) {
6714 $payment = pop @payments or last;
6718 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6719 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6721 $owed = $cust_bill->owed;
6723 unless ( $owed > 0 ) {
6724 push @payments, $payment;
6728 my $amount = min( $payment->unapplied, $owed );
6730 my $cust_bill_pay = new FS::cust_bill_pay ( {
6731 'paynum' => $payment->paynum,
6732 'invnum' => $cust_bill->invnum,
6733 'amount' => $amount,
6735 $cust_bill_pay->pkgnum( $payment->pkgnum )
6736 if $conf->exists('pkg-balances') && $payment->pkgnum;
6737 my $error = $cust_bill_pay->insert(%options);
6739 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6743 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6747 my $total_unapplied_payments = $self->total_unapplied_payments;
6749 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6751 return $total_unapplied_payments;
6756 Returns the total owed for this customer on all invoices
6757 (see L<FS::cust_bill/owed>).
6763 $self->total_owed_date(2145859200); #12/31/2037
6766 =item total_owed_date TIME
6768 Returns the total owed for this customer on all invoices with date earlier than
6769 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6770 see L<Time::Local> and L<Date::Parse> for conversion functions.
6774 sub total_owed_date {
6778 # my $custnum = $self->custnum;
6780 # my $owed_sql = FS::cust_bill->owed_sql;
6783 # SELECT SUM($owed_sql) FROM cust_bill
6784 # WHERE custnum = $custnum
6785 # AND _date <= $time
6788 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6789 # $sth->execute() or die $sth->errstr;
6791 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6794 foreach my $cust_bill (
6795 grep { $_->_date <= $time }
6796 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6798 $total_bill += $cust_bill->owed;
6800 sprintf( "%.2f", $total_bill );
6804 =item total_owed_pkgnum PKGNUM
6806 Returns the total owed on all invoices for this customer's specific package
6807 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6811 sub total_owed_pkgnum {
6812 my( $self, $pkgnum ) = @_;
6813 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6816 =item total_owed_date_pkgnum TIME PKGNUM
6818 Returns the total owed for this customer's specific package when using
6819 experimental package balances on all invoices with date earlier than
6820 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6821 see L<Time::Local> and L<Date::Parse> for conversion functions.
6825 sub total_owed_date_pkgnum {
6826 my( $self, $time, $pkgnum ) = @_;
6829 foreach my $cust_bill (
6830 grep { $_->_date <= $time }
6831 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6833 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6835 sprintf( "%.2f", $total_bill );
6841 Returns the total amount of all payments.
6848 $total += $_->paid foreach $self->cust_pay;
6849 sprintf( "%.2f", $total );
6852 =item total_unapplied_credits
6854 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6855 customer. See L<FS::cust_credit/credited>.
6857 =item total_credited
6859 Old name for total_unapplied_credits. Don't use.
6863 sub total_credited {
6864 #carp "total_credited deprecated, use total_unapplied_credits";
6865 shift->total_unapplied_credits(@_);
6868 sub total_unapplied_credits {
6870 my $total_credit = 0;
6871 $total_credit += $_->credited foreach $self->cust_credit;
6872 sprintf( "%.2f", $total_credit );
6875 =item total_unapplied_credits_pkgnum PKGNUM
6877 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6878 customer. See L<FS::cust_credit/credited>.
6882 sub total_unapplied_credits_pkgnum {
6883 my( $self, $pkgnum ) = @_;
6884 my $total_credit = 0;
6885 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6886 sprintf( "%.2f", $total_credit );
6890 =item total_unapplied_payments
6892 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6893 See L<FS::cust_pay/unapplied>.
6897 sub total_unapplied_payments {
6899 my $total_unapplied = 0;
6900 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6901 sprintf( "%.2f", $total_unapplied );
6904 =item total_unapplied_payments_pkgnum PKGNUM
6906 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6907 specific package when using experimental package balances. See
6908 L<FS::cust_pay/unapplied>.
6912 sub total_unapplied_payments_pkgnum {
6913 my( $self, $pkgnum ) = @_;
6914 my $total_unapplied = 0;
6915 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6916 sprintf( "%.2f", $total_unapplied );
6920 =item total_unapplied_refunds
6922 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6923 customer. See L<FS::cust_refund/unapplied>.
6927 sub total_unapplied_refunds {
6929 my $total_unapplied = 0;
6930 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6931 sprintf( "%.2f", $total_unapplied );
6936 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6937 total_unapplied_credits minus total_unapplied_payments).
6945 + $self->total_unapplied_refunds
6946 - $self->total_unapplied_credits
6947 - $self->total_unapplied_payments
6951 =item balance_date TIME
6953 Returns the balance for this customer, only considering invoices with date
6954 earlier than TIME (total_owed_date minus total_credited minus
6955 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6956 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6965 $self->total_owed_date($time)
6966 + $self->total_unapplied_refunds
6967 - $self->total_unapplied_credits
6968 - $self->total_unapplied_payments
6972 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6974 Returns the balance for this customer, only considering invoices with date
6975 earlier than START_TIME, and optionally not later than END_TIME
6976 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6978 Times are specified as SQL fragments or numeric
6979 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6980 L<Date::Parse> for conversion functions. The empty string can be passed
6981 to disable that time constraint completely.
6983 Available options are:
6987 =item unapplied_date
6989 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)
6995 sub balance_date_range {
6997 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6998 ') FROM cust_main WHERE custnum='. $self->custnum;
6999 sprintf( "%.2f", $self->scalar_sql($sql) );
7002 =item balance_pkgnum PKGNUM
7004 Returns the balance for this customer's specific package when using
7005 experimental package balances (total_owed plus total_unrefunded, minus
7006 total_unapplied_credits minus total_unapplied_payments)
7010 sub balance_pkgnum {
7011 my( $self, $pkgnum ) = @_;
7014 $self->total_owed_pkgnum($pkgnum)
7015 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
7016 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
7017 - $self->total_unapplied_credits_pkgnum($pkgnum)
7018 - $self->total_unapplied_payments_pkgnum($pkgnum)
7022 =item in_transit_payments
7024 Returns the total of requests for payments for this customer pending in
7025 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
7029 sub in_transit_payments {
7031 my $in_transit_payments = 0;
7032 foreach my $pay_batch ( qsearch('pay_batch', {
7035 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
7036 'batchnum' => $pay_batch->batchnum,
7037 'custnum' => $self->custnum,
7039 $in_transit_payments += $cust_pay_batch->amount;
7042 sprintf( "%.2f", $in_transit_payments );
7047 Returns a hash of useful information for making a payment.
7057 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
7058 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
7059 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
7063 For credit card transactions:
7075 For electronic check transactions:
7090 $return{balance} = $self->balance;
7092 $return{payname} = $self->payname
7093 || ( $self->first. ' '. $self->get('last') );
7095 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7097 $return{payby} = $self->payby;
7098 $return{stateid_state} = $self->stateid_state;
7100 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7101 $return{card_type} = cardtype($self->payinfo);
7102 $return{payinfo} = $self->paymask;
7104 @return{'month', 'year'} = $self->paydate_monthyear;
7108 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7109 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7110 $return{payinfo1} = $payinfo1;
7111 $return{payinfo2} = $payinfo2;
7112 $return{paytype} = $self->paytype;
7113 $return{paystate} = $self->paystate;
7117 #doubleclick protection
7119 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7125 =item paydate_monthyear
7127 Returns a two-element list consisting of the month and year of this customer's
7128 paydate (credit card expiration date for CARD customers)
7132 sub paydate_monthyear {
7134 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7136 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7143 =item tax_exemption TAXNAME
7148 my( $self, $taxname ) = @_;
7150 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7151 'taxname' => $taxname,
7156 =item cust_main_exemption
7160 sub cust_main_exemption {
7162 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7165 =item invoicing_list [ ARRAYREF ]
7167 If an arguement is given, sets these email addresses as invoice recipients
7168 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7169 (except as warnings), so use check_invoicing_list first.
7171 Returns a list of email addresses (with svcnum entries expanded).
7173 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7174 check it without disturbing anything by passing nothing.
7176 This interface may change in the future.
7180 sub invoicing_list {
7181 my( $self, $arrayref ) = @_;
7184 my @cust_main_invoice;
7185 if ( $self->custnum ) {
7186 @cust_main_invoice =
7187 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7189 @cust_main_invoice = ();
7191 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7192 #warn $cust_main_invoice->destnum;
7193 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7194 #warn $cust_main_invoice->destnum;
7195 my $error = $cust_main_invoice->delete;
7196 warn $error if $error;
7199 if ( $self->custnum ) {
7200 @cust_main_invoice =
7201 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7203 @cust_main_invoice = ();
7205 my %seen = map { $_->address => 1 } @cust_main_invoice;
7206 foreach my $address ( @{$arrayref} ) {
7207 next if exists $seen{$address} && $seen{$address};
7208 $seen{$address} = 1;
7209 my $cust_main_invoice = new FS::cust_main_invoice ( {
7210 'custnum' => $self->custnum,
7213 my $error = $cust_main_invoice->insert;
7214 warn $error if $error;
7218 if ( $self->custnum ) {
7220 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7227 =item check_invoicing_list ARRAYREF
7229 Checks these arguements as valid input for the invoicing_list method. If there
7230 is an error, returns the error, otherwise returns false.
7234 sub check_invoicing_list {
7235 my( $self, $arrayref ) = @_;
7237 foreach my $address ( @$arrayref ) {
7239 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7240 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7243 my $cust_main_invoice = new FS::cust_main_invoice ( {
7244 'custnum' => $self->custnum,
7247 my $error = $self->custnum
7248 ? $cust_main_invoice->check
7249 : $cust_main_invoice->checkdest
7251 return $error if $error;
7255 return "Email address required"
7256 if $conf->exists('cust_main-require_invoicing_list_email')
7257 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7262 =item set_default_invoicing_list
7264 Sets the invoicing list to all accounts associated with this customer,
7265 overwriting any previous invoicing list.
7269 sub set_default_invoicing_list {
7271 $self->invoicing_list($self->all_emails);
7276 Returns the email addresses of all accounts provisioned for this customer.
7283 foreach my $cust_pkg ( $self->all_pkgs ) {
7284 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7286 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7287 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7289 $list{$_}=1 foreach map { $_->email } @svc_acct;
7294 =item invoicing_list_addpost
7296 Adds postal invoicing to this customer. If this customer is already configured
7297 to receive postal invoices, does nothing.
7301 sub invoicing_list_addpost {
7303 return if grep { $_ eq 'POST' } $self->invoicing_list;
7304 my @invoicing_list = $self->invoicing_list;
7305 push @invoicing_list, 'POST';
7306 $self->invoicing_list(\@invoicing_list);
7309 =item invoicing_list_emailonly
7311 Returns the list of email invoice recipients (invoicing_list without non-email
7312 destinations such as POST and FAX).
7316 sub invoicing_list_emailonly {
7318 warn "$me invoicing_list_emailonly called"
7320 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7323 =item invoicing_list_emailonly_scalar
7325 Returns the list of email invoice recipients (invoicing_list without non-email
7326 destinations such as POST and FAX) as a comma-separated scalar.
7330 sub invoicing_list_emailonly_scalar {
7332 warn "$me invoicing_list_emailonly_scalar called"
7334 join(', ', $self->invoicing_list_emailonly);
7337 =item referral_custnum_cust_main
7339 Returns the customer who referred this customer (or the empty string, if
7340 this customer was not referred).
7342 Note the difference with referral_cust_main method: This method,
7343 referral_custnum_cust_main returns the single customer (if any) who referred
7344 this customer, while referral_cust_main returns an array of customers referred
7349 sub referral_custnum_cust_main {
7351 return '' unless $self->referral_custnum;
7352 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7355 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7357 Returns an array of customers referred by this customer (referral_custnum set
7358 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7359 customers referred by customers referred by this customer and so on, inclusive.
7360 The default behavior is DEPTH 1 (no recursion).
7362 Note the difference with referral_custnum_cust_main method: This method,
7363 referral_cust_main, returns an array of customers referred BY this customer,
7364 while referral_custnum_cust_main returns the single customer (if any) who
7365 referred this customer.
7369 sub referral_cust_main {
7371 my $depth = @_ ? shift : 1;
7372 my $exclude = @_ ? shift : {};
7375 map { $exclude->{$_->custnum}++; $_; }
7376 grep { ! $exclude->{ $_->custnum } }
7377 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7381 map { $_->referral_cust_main($depth-1, $exclude) }
7388 =item referral_cust_main_ncancelled
7390 Same as referral_cust_main, except only returns customers with uncancelled
7395 sub referral_cust_main_ncancelled {
7397 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7400 =item referral_cust_pkg [ DEPTH ]
7402 Like referral_cust_main, except returns a flat list of all unsuspended (and
7403 uncancelled) packages for each customer. The number of items in this list may
7404 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7408 sub referral_cust_pkg {
7410 my $depth = @_ ? shift : 1;
7412 map { $_->unsuspended_pkgs }
7413 grep { $_->unsuspended_pkgs }
7414 $self->referral_cust_main($depth);
7417 =item referring_cust_main
7419 Returns the single cust_main record for the customer who referred this customer
7420 (referral_custnum), or false.
7424 sub referring_cust_main {
7426 return '' unless $self->referral_custnum;
7427 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7430 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7432 Applies a credit to this customer. If there is an error, returns the error,
7433 otherwise returns false.
7435 REASON can be a text string, an FS::reason object, or a scalar reference to
7436 a reasonnum. If a text string, it will be automatically inserted as a new
7437 reason, and a 'reason_type' option must be passed to indicate the
7438 FS::reason_type for the new reason.
7440 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7442 Any other options are passed to FS::cust_credit::insert.
7447 my( $self, $amount, $reason, %options ) = @_;
7449 my $cust_credit = new FS::cust_credit {
7450 'custnum' => $self->custnum,
7451 'amount' => $amount,
7454 if ( ref($reason) ) {
7456 if ( ref($reason) eq 'SCALAR' ) {
7457 $cust_credit->reasonnum( $$reason );
7459 $cust_credit->reasonnum( $reason->reasonnum );
7463 $cust_credit->set('reason', $reason)
7466 for (qw( addlinfo eventnum )) {
7467 $cust_credit->$_( delete $options{$_} )
7468 if exists($options{$_});
7471 $cust_credit->insert(%options);
7475 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7478 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7479 time will be ignored. Note that START_TIME and END_TIME only limit the date
7480 range for invoices and I<unapplied> payments, credits, and refunds.
7483 Creates a one-time charge for this customer. If there is an error, returns
7484 the error, otherwise returns false.
7486 New-style, with a hashref of options:
7488 my $error = $cust_main->charge(
7492 'start_date' => str2time('7/4/2009'),
7493 'pkg' => 'Description',
7494 'comment' => 'Comment',
7495 'additional' => [], #extra invoice detail
7496 'classnum' => 1, #pkg_class
7498 'setuptax' => '', # or 'Y' for tax exempt
7501 'taxclass' => 'Tax class',
7504 'taxproduct' => 2, #part_pkg_taxproduct
7505 'override' => {}, #XXX describe
7507 #will be filled in with the new object
7508 'cust_pkg_ref' => \$cust_pkg,
7510 #generate an invoice immediately
7512 'invoice_terms' => '', #with these terms
7518 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7524 my ( $amount, $quantity, $start_date, $classnum );
7525 my ( $pkg, $comment, $additional );
7526 my ( $setuptax, $taxclass ); #internal taxes
7527 my ( $taxproduct, $override ); #vendor (CCH) taxes
7528 my $cust_pkg_ref = '';
7529 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7530 if ( ref( $_[0] ) ) {
7531 $amount = $_[0]->{amount};
7532 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7533 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7534 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7535 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7536 : '$'. sprintf("%.2f",$amount);
7537 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7538 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7539 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7540 $additional = $_[0]->{additional} || [];
7541 $taxproduct = $_[0]->{taxproductnum};
7542 $override = { '' => $_[0]->{tax_override} };
7543 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7544 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7545 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7550 $pkg = @_ ? shift : 'One-time charge';
7551 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7553 $taxclass = @_ ? shift : '';
7557 local $SIG{HUP} = 'IGNORE';
7558 local $SIG{INT} = 'IGNORE';
7559 local $SIG{QUIT} = 'IGNORE';
7560 local $SIG{TERM} = 'IGNORE';
7561 local $SIG{TSTP} = 'IGNORE';
7562 local $SIG{PIPE} = 'IGNORE';
7564 my $oldAutoCommit = $FS::UID::AutoCommit;
7565 local $FS::UID::AutoCommit = 0;
7568 my $part_pkg = new FS::part_pkg ( {
7570 'comment' => $comment,
7574 'classnum' => $classnum ? $classnum : '',
7575 'setuptax' => $setuptax,
7576 'taxclass' => $taxclass,
7577 'taxproductnum' => $taxproduct,
7580 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7581 ( 0 .. @$additional - 1 )
7583 'additional_count' => scalar(@$additional),
7584 'setup_fee' => $amount,
7587 my $error = $part_pkg->insert( options => \%options,
7588 tax_overrides => $override,
7591 $dbh->rollback if $oldAutoCommit;
7595 my $pkgpart = $part_pkg->pkgpart;
7596 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7597 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7598 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7599 $error = $type_pkgs->insert;
7601 $dbh->rollback if $oldAutoCommit;
7606 my $cust_pkg = new FS::cust_pkg ( {
7607 'custnum' => $self->custnum,
7608 'pkgpart' => $pkgpart,
7609 'quantity' => $quantity,
7610 'start_date' => $start_date,
7613 $error = $cust_pkg->insert;
7615 $dbh->rollback if $oldAutoCommit;
7617 } elsif ( $cust_pkg_ref ) {
7618 ${$cust_pkg_ref} = $cust_pkg;
7622 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7623 'pkg_list' => [ $cust_pkg ],
7626 $dbh->rollback if $oldAutoCommit;
7631 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7636 #=item charge_postal_fee
7638 #Applies a one time charge this customer. If there is an error,
7639 #returns the error, returns the cust_pkg charge object or false
7640 #if there was no charge.
7644 # This should be a customer event. For that to work requires that bill
7645 # also be a customer event.
7647 sub charge_postal_fee {
7650 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7651 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7653 my $cust_pkg = new FS::cust_pkg ( {
7654 'custnum' => $self->custnum,
7655 'pkgpart' => $pkgpart,
7659 my $error = $cust_pkg->insert;
7660 $error ? $error : $cust_pkg;
7665 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7671 map { $_ } #return $self->num_cust_bill unless wantarray;
7672 sort { $a->_date <=> $b->_date }
7673 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7676 =item open_cust_bill
7678 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7683 sub open_cust_bill {
7687 'table' => 'cust_bill',
7688 'hashref' => { 'custnum' => $self->custnum, },
7689 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7690 'order_by' => 'ORDER BY _date ASC',
7695 =item cust_statements
7697 Returns all the statements (see L<FS::cust_statement>) for this customer.
7701 sub cust_statement {
7703 map { $_ } #return $self->num_cust_statement unless wantarray;
7704 sort { $a->_date <=> $b->_date }
7705 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7710 Returns all the credits (see L<FS::cust_credit>) for this customer.
7716 map { $_ } #return $self->num_cust_credit unless wantarray;
7717 sort { $a->_date <=> $b->_date }
7718 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7721 =item cust_credit_pkgnum
7723 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7724 package when using experimental package balances.
7728 sub cust_credit_pkgnum {
7729 my( $self, $pkgnum ) = @_;
7730 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7731 sort { $a->_date <=> $b->_date }
7732 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7733 'pkgnum' => $pkgnum,
7740 Returns all the payments (see L<FS::cust_pay>) for this customer.
7746 return $self->num_cust_pay unless wantarray;
7747 sort { $a->_date <=> $b->_date }
7748 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7753 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7754 called automatically when the cust_pay method is used in a scalar context.
7760 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7761 my $sth = dbh->prepare($sql) or die dbh->errstr;
7762 $sth->execute($self->custnum) or die $sth->errstr;
7763 $sth->fetchrow_arrayref->[0];
7766 =item cust_pay_pkgnum
7768 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7769 package when using experimental package balances.
7773 sub cust_pay_pkgnum {
7774 my( $self, $pkgnum ) = @_;
7775 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7776 sort { $a->_date <=> $b->_date }
7777 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7778 'pkgnum' => $pkgnum,
7785 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7791 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7792 sort { $a->_date <=> $b->_date }
7793 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7796 =item cust_pay_batch
7798 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7802 sub cust_pay_batch {
7804 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7805 sort { $a->paybatchnum <=> $b->paybatchnum }
7806 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7809 =item cust_pay_pending
7811 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7812 (without status "done").
7816 sub cust_pay_pending {
7818 return $self->num_cust_pay_pending unless wantarray;
7819 sort { $a->_date <=> $b->_date }
7820 qsearch( 'cust_pay_pending', {
7821 'custnum' => $self->custnum,
7822 'status' => { op=>'!=', value=>'done' },
7827 =item num_cust_pay_pending
7829 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7830 customer (without status "done"). Also called automatically when the
7831 cust_pay_pending method is used in a scalar context.
7835 sub num_cust_pay_pending {
7837 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7838 " WHERE custnum = ? AND status != 'done' ";
7839 my $sth = dbh->prepare($sql) or die dbh->errstr;
7840 $sth->execute($self->custnum) or die $sth->errstr;
7841 $sth->fetchrow_arrayref->[0];
7846 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7852 map { $_ } #return $self->num_cust_refund unless wantarray;
7853 sort { $a->_date <=> $b->_date }
7854 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7857 =item display_custnum
7859 Returns the displayed customer number for this customer: agent_custid if
7860 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7864 sub display_custnum {
7866 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7867 return $self->agent_custid;
7869 return $self->custnum;
7875 Returns a name string for this customer, either "Company (Last, First)" or
7882 my $name = $self->contact;
7883 $name = $self->company. " ($name)" if $self->company;
7889 Returns a name string for this (service/shipping) contact, either
7890 "Company (Last, First)" or "Last, First".
7896 if ( $self->get('ship_last') ) {
7897 my $name = $self->ship_contact;
7898 $name = $self->ship_company. " ($name)" if $self->ship_company;
7907 Returns a name string for this customer, either "Company" or "First Last".
7913 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7916 =item ship_name_short
7918 Returns a name string for this (service/shipping) contact, either "Company"
7923 sub ship_name_short {
7925 if ( $self->get('ship_last') ) {
7926 $self->ship_company !~ /^\s*$/
7927 ? $self->ship_company
7928 : $self->ship_contact_firstlast;
7930 $self->name_company_or_firstlast;
7936 Returns this customer's full (billing) contact name only, "Last, First"
7942 $self->get('last'). ', '. $self->first;
7947 Returns this customer's full (shipping) contact name only, "Last, First"
7953 $self->get('ship_last')
7954 ? $self->get('ship_last'). ', '. $self->ship_first
7958 =item contact_firstlast
7960 Returns this customers full (billing) contact name only, "First Last".
7964 sub contact_firstlast {
7966 $self->first. ' '. $self->get('last');
7969 =item ship_contact_firstlast
7971 Returns this customer's full (shipping) contact name only, "First Last".
7975 sub ship_contact_firstlast {
7977 $self->get('ship_last')
7978 ? $self->first. ' '. $self->get('ship_last')
7979 : $self->contact_firstlast;
7984 Returns this customer's full country name
7990 code2country($self->country);
7993 =item geocode DATA_VENDOR
7995 Returns a value for the customer location as encoded by DATA_VENDOR.
7996 Currently this only makes sense for "CCH" as DATA_VENDOR.
8001 my ($self, $data_vendor) = (shift, shift); #always cch for now
8003 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
8004 return $geocode if $geocode;
8006 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
8010 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
8011 if $self->country eq 'US';
8015 #CCH specific location stuff
8016 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
8018 my @cust_tax_location =
8020 'table' => 'cust_tax_location',
8021 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
8022 'extra_sql' => $extra_sql,
8023 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
8026 $geocode = $cust_tax_location[0]->geocode
8027 if scalar(@cust_tax_location);
8036 Returns a status string for this customer, currently:
8040 =item prospect - No packages have ever been ordered
8042 =item active - One or more recurring packages is active
8044 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
8046 =item suspended - All non-cancelled recurring packages are suspended
8048 =item cancelled - All recurring packages are cancelled
8054 sub status { shift->cust_status(@_); }
8058 for my $status (qw( prospect active inactive suspended cancelled )) {
8059 my $method = $status.'_sql';
8060 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
8061 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
8062 $sth->execute( ($self->custnum) x $numnum )
8063 or die "Error executing 'SELECT $sql': ". $sth->errstr;
8064 return $status if $sth->fetchrow_arrayref->[0];
8068 =item ucfirst_cust_status
8070 =item ucfirst_status
8072 Returns the status with the first character capitalized.
8076 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
8078 sub ucfirst_cust_status {
8080 ucfirst($self->cust_status);
8085 Returns a hex triplet color string for this customer's status.
8089 use vars qw(%statuscolor);
8090 tie %statuscolor, 'Tie::IxHash',
8091 'prospect' => '7e0079', #'000000', #black? naw, purple
8092 'active' => '00CC00', #green
8093 'inactive' => '0000CC', #blue
8094 'suspended' => 'FF9900', #yellow
8095 'cancelled' => 'FF0000', #red
8098 sub statuscolor { shift->cust_statuscolor(@_); }
8100 sub cust_statuscolor {
8102 $statuscolor{$self->cust_status};
8107 Returns an array of hashes representing the customer's RT tickets.
8114 my $num = $conf->config('cust_main-max_tickets') || 10;
8117 if ( $conf->config('ticket_system') ) {
8118 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8120 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8124 foreach my $priority (
8125 $conf->config('ticket_system-custom_priority_field-values'), ''
8127 last if scalar(@tickets) >= $num;
8129 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8130 $num - scalar(@tickets),
8140 # Return services representing svc_accts in customer support packages
8141 sub support_services {
8143 my %packages = map { $_ => 1 } $conf->config('support_packages');
8145 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8146 grep { $_->part_svc->svcdb eq 'svc_acct' }
8147 map { $_->cust_svc }
8148 grep { exists $packages{ $_->pkgpart } }
8149 $self->ncancelled_pkgs;
8153 # Return a list of latitude/longitude for one of the services (if any)
8154 sub service_coordinates {
8158 grep { $_->latitude && $_->longitude }
8160 map { $_->cust_svc }
8161 $self->ncancelled_pkgs;
8163 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8168 =head1 CLASS METHODS
8174 Class method that returns the list of possible status strings for customers
8175 (see L<the status method|/status>). For example:
8177 @statuses = FS::cust_main->statuses();
8182 #my $self = shift; #could be class...
8188 Returns an SQL expression identifying prospective cust_main records (customers
8189 with no packages ever ordered)
8193 use vars qw($select_count_pkgs);
8194 $select_count_pkgs =
8195 "SELECT COUNT(*) FROM cust_pkg
8196 WHERE cust_pkg.custnum = cust_main.custnum";
8198 sub select_count_pkgs_sql {
8202 sub prospect_sql { "
8203 0 = ( $select_count_pkgs )
8208 Returns an SQL expression identifying active cust_main records (customers with
8209 active recurring packages).
8214 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8220 Returns an SQL expression identifying inactive cust_main records (customers with
8221 no active recurring packages, but otherwise unsuspended/uncancelled).
8225 sub inactive_sql { "
8226 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8228 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8234 Returns an SQL expression identifying suspended cust_main records.
8239 sub suspended_sql { susp_sql(@_); }
8241 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8243 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8249 Returns an SQL expression identifying cancelled cust_main records.
8253 sub cancelled_sql { cancel_sql(@_); }
8256 my $recurring_sql = FS::cust_pkg->recurring_sql;
8257 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8260 0 < ( $select_count_pkgs )
8261 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8262 AND 0 = ( $select_count_pkgs AND $recurring_sql
8263 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8265 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8271 =item uncancelled_sql
8273 Returns an SQL expression identifying un-cancelled cust_main records.
8277 sub uncancelled_sql { uncancel_sql(@_); }
8278 sub uncancel_sql { "
8280 ( 0 < ( $select_count_pkgs
8281 AND ( cust_pkg.cancel IS NULL
8282 OR cust_pkg.cancel = 0
8285 OR 0 = ( $select_count_pkgs )
8291 Returns an SQL fragment to retreive the balance.
8296 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8297 WHERE cust_bill.custnum = cust_main.custnum )
8298 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8299 WHERE cust_pay.custnum = cust_main.custnum )
8300 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8301 WHERE cust_credit.custnum = cust_main.custnum )
8302 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8303 WHERE cust_refund.custnum = cust_main.custnum )
8306 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8308 Returns an SQL fragment to retreive the balance for this customer, only
8309 considering invoices with date earlier than START_TIME, and optionally not
8310 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8311 total_unapplied_payments).
8313 Times are specified as SQL fragments or numeric
8314 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8315 L<Date::Parse> for conversion functions. The empty string can be passed
8316 to disable that time constraint completely.
8318 Available options are:
8322 =item unapplied_date
8324 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)
8329 set to true to remove all customer comparison clauses, for totals
8334 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8339 JOIN clause (typically used with the total option)
8345 sub balance_date_sql {
8346 my( $class, $start, $end, %opt ) = @_;
8348 my $cutoff = $opt{'cutoff'};
8350 my $owed = FS::cust_bill->owed_sql($cutoff);
8351 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
8352 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
8353 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8355 my $j = $opt{'join'} || '';
8357 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8358 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8359 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8360 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8362 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8363 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8364 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8365 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8370 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8372 Returns an SQL fragment to retreive the total unapplied payments for this
8373 customer, only considering invoices with date earlier than START_TIME, and
8374 optionally not later than END_TIME.
8376 Times are specified as SQL fragments or numeric
8377 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8378 L<Date::Parse> for conversion functions. The empty string can be passed
8379 to disable that time constraint completely.
8381 Available options are:
8385 sub unapplied_payments_date_sql {
8386 my( $class, $start, $end, %opt ) = @_;
8388 my $cutoff = $opt{'cutoff'};
8390 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8392 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8393 'unapplied_date'=>1 );
8395 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8398 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8400 Helper method for balance_date_sql; name (and usage) subject to change
8401 (suggestions welcome).
8403 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8404 cust_refund, cust_credit or cust_pay).
8406 If TABLE is "cust_bill" or the unapplied_date option is true, only
8407 considers records with date earlier than START_TIME, and optionally not
8408 later than END_TIME .
8412 sub _money_table_where {
8413 my( $class, $table, $start, $end, %opt ) = @_;
8416 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8417 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8418 push @where, "$table._date <= $start" if defined($start) && length($start);
8419 push @where, "$table._date > $end" if defined($end) && length($end);
8421 push @where, @{$opt{'where'}} if $opt{'where'};
8422 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8428 =item search HASHREF
8432 Returns a qsearch hash expression to search for parameters specified in
8433 HASHREF. Valid parameters are
8441 =item cancelled_pkgs
8447 listref of start date, end date
8457 =item current_balance
8459 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8463 =item flattened_pkgs
8472 my ($class, $params) = @_;
8483 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8485 "cust_main.agentnum = $1";
8492 #prospect active inactive suspended cancelled
8493 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8494 my $method = $params->{'status'}. '_sql';
8495 #push @where, $class->$method();
8496 push @where, FS::cust_main->$method();
8500 # parse cancelled package checkbox
8505 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8506 unless $params->{'cancelled_pkgs'};
8509 # parse without census tract checkbox
8512 push @where, "(censustract = '' or censustract is null)"
8513 if $params->{'no_censustract'};
8519 foreach my $field (qw( signupdate )) {
8521 next unless exists($params->{$field});
8523 my($beginning, $ending) = @{$params->{$field}};
8526 "cust_main.$field IS NOT NULL",
8527 "cust_main.$field >= $beginning",
8528 "cust_main.$field <= $ending";
8530 $orderby ||= "ORDER BY cust_main.$field";
8538 if ( $params->{'payby'} ) {
8540 my @payby = ref( $params->{'payby'} )
8541 ? @{ $params->{'payby'} }
8542 : ( $params->{'payby'} );
8544 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8546 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8551 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8553 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8557 # paydate_year / paydate_month
8560 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8562 $params->{'paydate_month'} =~ /^(\d\d?)$/
8563 or die "paydate_year without paydate_month?";
8567 'paydate IS NOT NULL',
8569 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8577 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8579 if ( $1 eq 'NULL' ) {
8581 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8584 "cust_main.invoice_terms IS NOT NULL",
8585 "cust_main.invoice_terms = '$1'";
8593 if ( $params->{'current_balance'} ) {
8595 #my $balance_sql = $class->balance_sql();
8596 my $balance_sql = FS::cust_main->balance_sql();
8598 my @current_balance =
8599 ref( $params->{'current_balance'} )
8600 ? @{ $params->{'current_balance'} }
8601 : ( $params->{'current_balance'} );
8603 push @where, map { s/current_balance/$balance_sql/; $_ }
8612 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8614 "cust_main.custbatch = '$1'";
8618 # setup queries, subs, etc. for the search
8621 $orderby ||= 'ORDER BY custnum';
8623 # here is the agent virtualization
8624 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8626 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8628 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8630 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8632 my $select = join(', ',
8633 'cust_main.custnum',
8634 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8637 my(@extra_headers) = ();
8638 my(@extra_fields) = ();
8640 if ($params->{'flattened_pkgs'}) {
8642 if ($dbh->{Driver}->{Name} eq 'Pg') {
8644 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8646 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8647 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8648 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8650 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8651 "omitting packing information from report.";
8654 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";
8656 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8657 $sth->execute() or die $sth->errstr;
8658 my $headerrow = $sth->fetchrow_arrayref;
8659 my $headercount = $headerrow ? $headerrow->[0] : 0;
8660 while($headercount) {
8661 unshift @extra_headers, "Package ". $headercount;
8662 unshift @extra_fields, eval q!sub {my $c = shift;
8663 my @a = split '\|', $c->magic;
8664 my $p = $a[!.--$headercount. q!];
8672 'table' => 'cust_main',
8673 'select' => $select,
8675 'extra_sql' => $extra_sql,
8676 'order_by' => $orderby,
8677 'count_query' => $count_query,
8678 'extra_headers' => \@extra_headers,
8679 'extra_fields' => \@extra_fields,
8684 =item email_search_result HASHREF
8688 Emails a notice to the specified customers.
8690 Valid parameters are those of the L<search> method, plus the following:
8712 Optional job queue job for status updates.
8716 Returns an error message, or false for success.
8718 If an error occurs during any email, stops the enture send and returns that
8719 error. Presumably if you're getting SMTP errors aborting is better than
8720 retrying everything.
8724 sub email_search_result {
8725 my($class, $params) = @_;
8727 my $from = delete $params->{from};
8728 my $subject = delete $params->{subject};
8729 my $html_body = delete $params->{html_body};
8730 my $text_body = delete $params->{text_body};
8732 my $job = delete $params->{'job'};
8734 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8735 unless ref($params->{'payby'});
8737 my $sql_query = $class->search($params);
8739 my $count_query = delete($sql_query->{'count_query'});
8740 my $count_sth = dbh->prepare($count_query)
8741 or die "Error preparing $count_query: ". dbh->errstr;
8743 or die "Error executing $count_query: ". $count_sth->errstr;
8744 my $count_arrayref = $count_sth->fetchrow_arrayref;
8745 my $num_cust = $count_arrayref->[0];
8747 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8748 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8751 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8753 #eventually order+limit magic to reduce memory use?
8754 foreach my $cust_main ( qsearch($sql_query) ) {
8756 my $to = $cust_main->invoicing_list_emailonly_scalar;
8759 my $error = send_email(
8763 'subject' => $subject,
8764 'html_body' => $html_body,
8765 'text_body' => $text_body,
8768 return $error if $error;
8770 if ( $job ) { #progressbar foo
8772 if ( time - $min_sec > $last ) {
8773 my $error = $job->update_statustext(
8774 int( 100 * $num / $num_cust )
8776 die $error if $error;
8786 use Storable qw(thaw);
8789 sub process_email_search_result {
8791 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8793 my $param = thaw(decode_base64(shift));
8794 warn Dumper($param) if $DEBUG;
8796 $param->{'job'} = $job;
8798 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8799 unless ref($param->{'payby'});
8801 my $error = FS::cust_main->email_search_result( $param );
8802 die $error if $error;
8806 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8808 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8809 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8810 specified (the appropriate ship_ field is also searched).
8812 Additional options are the same as FS::Record::qsearch
8817 my( $self, $fuzzy, $hash, @opt) = @_;
8822 check_and_rebuild_fuzzyfiles();
8823 foreach my $field ( keys %$fuzzy ) {
8825 my $all = $self->all_X($field);
8826 next unless scalar(@$all);
8829 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8832 foreach ( keys %match ) {
8833 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8834 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8837 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8840 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8842 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8850 Returns a masked version of the named field
8855 my ($self,$field) = @_;
8859 'x'x(length($self->getfield($field))-4).
8860 substr($self->getfield($field), (length($self->getfield($field))-4));
8870 =item smart_search OPTION => VALUE ...
8872 Accepts the following options: I<search>, the string to search for. The string
8873 will be searched for as a customer number, phone number, name or company name,
8874 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8875 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8876 skip fuzzy matching when an exact match is found.
8878 Any additional options are treated as an additional qualifier on the search
8881 Returns a (possibly empty) array of FS::cust_main objects.
8888 #here is the agent virtualization
8889 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8893 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8894 my $search = delete $options{'search'};
8895 ( my $alphanum_search = $search ) =~ s/\W//g;
8897 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8899 #false laziness w/Record::ut_phone
8900 my $phonen = "$1-$2-$3";
8901 $phonen .= " x$4" if $4;
8903 push @cust_main, qsearch( {
8904 'table' => 'cust_main',
8905 'hashref' => { %options },
8906 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8908 join(' OR ', map "$_ = '$phonen'",
8909 qw( daytime night fax
8910 ship_daytime ship_night ship_fax )
8913 " AND $agentnums_sql", #agent virtualization
8916 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8917 #try looking for matches with extensions unless one was specified
8919 push @cust_main, qsearch( {
8920 'table' => 'cust_main',
8921 'hashref' => { %options },
8922 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8924 join(' OR ', map "$_ LIKE '$phonen\%'",
8926 ship_daytime ship_night )
8929 " AND $agentnums_sql", #agent virtualization
8934 # custnum search (also try agent_custid), with some tweaking options if your
8935 # legacy cust "numbers" have letters
8938 if ( $search =~ /^\s*(\d+)\s*$/
8939 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8940 && $search =~ /^\s*(\w\w?\d+)\s*$/
8942 || ( $conf->exists('address1-search' )
8943 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8950 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8951 push @cust_main, qsearch( {
8952 'table' => 'cust_main',
8953 'hashref' => { 'custnum' => $num, %options },
8954 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8958 push @cust_main, qsearch( {
8959 'table' => 'cust_main',
8960 'hashref' => { 'agent_custid' => $num, %options },
8961 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8964 if ( $conf->exists('address1-search') ) {
8965 my $len = length($num);
8967 foreach my $prefix ( '', 'ship_' ) {
8968 push @cust_main, qsearch( {
8969 'table' => 'cust_main',
8970 'hashref' => { %options, },
8972 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8973 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8974 " AND $agentnums_sql",
8979 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8981 my($company, $last, $first) = ( $1, $2, $3 );
8983 # "Company (Last, First)"
8984 #this is probably something a browser remembered,
8985 #so just do an exact search (but case-insensitive, so USPS standardization
8986 #doesn't throw a wrench in the works)
8988 foreach my $prefix ( '', 'ship_' ) {
8989 push @cust_main, qsearch( {
8990 'table' => 'cust_main',
8991 'hashref' => { %options },
8993 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8995 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8996 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8997 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
9003 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
9004 # try (ship_){last,company}
9008 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
9009 # # full strings the browser remembers won't work
9010 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
9012 use Lingua::EN::NameParse;
9013 my $NameParse = new Lingua::EN::NameParse(
9015 allow_reversed => 1,
9018 my($last, $first) = ( '', '' );
9019 #maybe disable this too and just rely on NameParse?
9020 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
9022 ($last, $first) = ( $1, $2 );
9024 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
9025 } elsif ( ! $NameParse->parse($value) ) {
9027 my %name = $NameParse->components;
9028 $first = $name{'given_name_1'};
9029 $last = $name{'surname_1'};
9033 if ( $first && $last ) {
9035 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
9038 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9040 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
9041 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
9044 push @cust_main, qsearch( {
9045 'table' => 'cust_main',
9046 'hashref' => \%options,
9047 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9050 # or it just be something that was typed in... (try that in a sec)
9054 my $q_value = dbh->quote($value);
9057 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9058 $sql .= " ( LOWER(last) = $q_value
9059 OR LOWER(company) = $q_value
9060 OR LOWER(ship_last) = $q_value
9061 OR LOWER(ship_company) = $q_value
9063 $sql .= " OR LOWER(address1) = $q_value
9064 OR LOWER(ship_address1) = $q_value
9066 if $conf->exists('address1-search');
9069 push @cust_main, qsearch( {
9070 'table' => 'cust_main',
9071 'hashref' => \%options,
9072 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9075 #no exact match, trying substring/fuzzy
9076 #always do substring & fuzzy (unless they're explicity config'ed off)
9077 #getting complaints searches are not returning enough
9078 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
9080 #still some false laziness w/search (was search/cust_main.cgi)
9085 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
9086 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9089 if ( $first && $last ) {
9092 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9093 'last' => { op=>'ILIKE', value=>"%$last%" },
9095 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9096 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9103 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9104 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9108 if ( $conf->exists('address1-search') ) {
9110 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9111 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9115 foreach my $hashref ( @hashrefs ) {
9117 push @cust_main, qsearch( {
9118 'table' => 'cust_main',
9119 'hashref' => { %$hashref,
9122 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9131 " AND $agentnums_sql", #extra_sql #agent virtualization
9134 if ( $first && $last ) {
9135 push @cust_main, FS::cust_main->fuzzy_search(
9136 { 'last' => $last, #fuzzy hashref
9137 'first' => $first }, #
9141 foreach my $field ( 'last', 'company' ) {
9143 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9145 if ( $conf->exists('address1-search') ) {
9147 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9154 #eliminate duplicates
9156 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9164 Accepts the following options: I<email>, the email address to search for. The
9165 email address will be searched for as an email invoice destination and as an
9168 #Any additional options are treated as an additional qualifier on the search
9169 #(i.e. I<agentnum>).
9171 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9181 my $email = delete $options{'email'};
9183 #we're only being used by RT at the moment... no agent virtualization yet
9184 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9188 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9190 my ( $user, $domain ) = ( $1, $2 );
9192 warn "$me smart_search: searching for $user in domain $domain"
9198 'table' => 'cust_main_invoice',
9199 'hashref' => { 'dest' => $email },
9206 map $_->cust_svc->cust_pkg,
9208 'table' => 'svc_acct',
9209 'hashref' => { 'username' => $user, },
9211 'AND ( SELECT domain FROM svc_domain
9212 WHERE svc_acct.domsvc = svc_domain.svcnum
9213 ) = '. dbh->quote($domain),
9219 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9221 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9228 =item check_and_rebuild_fuzzyfiles
9232 sub check_and_rebuild_fuzzyfiles {
9233 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9234 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9237 =item rebuild_fuzzyfiles
9241 sub rebuild_fuzzyfiles {
9243 use Fcntl qw(:flock);
9245 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9246 mkdir $dir, 0700 unless -d $dir;
9248 foreach my $fuzzy ( @fuzzyfields ) {
9250 open(LOCK,">>$dir/cust_main.$fuzzy")
9251 or die "can't open $dir/cust_main.$fuzzy: $!";
9253 or die "can't lock $dir/cust_main.$fuzzy: $!";
9255 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9256 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9258 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9259 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9260 " WHERE $field != '' AND $field IS NOT NULL");
9261 $sth->execute or die $sth->errstr;
9263 while ( my $row = $sth->fetchrow_arrayref ) {
9264 print CACHE $row->[0]. "\n";
9269 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9271 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9282 my( $self, $field ) = @_;
9283 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9284 open(CACHE,"<$dir/cust_main.$field")
9285 or die "can't open $dir/cust_main.$field: $!";
9286 my @array = map { chomp; $_; } <CACHE>;
9291 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9295 sub append_fuzzyfiles {
9296 #my( $first, $last, $company ) = @_;
9298 &check_and_rebuild_fuzzyfiles;
9300 use Fcntl qw(:flock);
9302 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9304 foreach my $field (@fuzzyfields) {
9309 open(CACHE,">>$dir/cust_main.$field")
9310 or die "can't open $dir/cust_main.$field: $!";
9311 flock(CACHE,LOCK_EX)
9312 or die "can't lock $dir/cust_main.$field: $!";
9314 print CACHE "$value\n";
9316 flock(CACHE,LOCK_UN)
9317 or die "can't unlock $dir/cust_main.$field: $!";
9332 #warn join('-',keys %$param);
9333 my $fh = $param->{filehandle};
9334 my @fields = @{$param->{fields}};
9336 eval "use Text::CSV_XS;";
9339 my $csv = new Text::CSV_XS;
9346 local $SIG{HUP} = 'IGNORE';
9347 local $SIG{INT} = 'IGNORE';
9348 local $SIG{QUIT} = 'IGNORE';
9349 local $SIG{TERM} = 'IGNORE';
9350 local $SIG{TSTP} = 'IGNORE';
9351 local $SIG{PIPE} = 'IGNORE';
9353 my $oldAutoCommit = $FS::UID::AutoCommit;
9354 local $FS::UID::AutoCommit = 0;
9357 #while ( $columns = $csv->getline($fh) ) {
9359 while ( defined($line=<$fh>) ) {
9361 $csv->parse($line) or do {
9362 $dbh->rollback if $oldAutoCommit;
9363 return "can't parse: ". $csv->error_input();
9366 my @columns = $csv->fields();
9367 #warn join('-',@columns);
9370 foreach my $field ( @fields ) {
9371 $row{$field} = shift @columns;
9374 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9375 unless ( $cust_main ) {
9376 $dbh->rollback if $oldAutoCommit;
9377 return "unknown custnum $row{'custnum'}";
9380 if ( $row{'amount'} > 0 ) {
9381 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9383 $dbh->rollback if $oldAutoCommit;
9387 } elsif ( $row{'amount'} < 0 ) {
9388 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9391 $dbh->rollback if $oldAutoCommit;
9401 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9403 return "Empty file!" unless $imported;
9409 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9411 Deprecated. Use event notification and message templates
9412 (L<FS::msg_template>) instead.
9414 Sends a templated email notification to the customer (see L<Text::Template>).
9416 OPTIONS is a hash and may include
9418 I<from> - the email sender (default is invoice_from)
9420 I<to> - comma-separated scalar or arrayref of recipients
9421 (default is invoicing_list)
9423 I<subject> - The subject line of the sent email notification
9424 (default is "Notice from company_name")
9426 I<extra_fields> - a hashref of name/value pairs which will be substituted
9429 The following variables are vavailable in the template.
9431 I<$first> - the customer first name
9432 I<$last> - the customer last name
9433 I<$company> - the customer company
9434 I<$payby> - a description of the method of payment for the customer
9435 # would be nice to use FS::payby::shortname
9436 I<$payinfo> - the account information used to collect for this customer
9437 I<$expdate> - the expiration of the customer payment in seconds from epoch
9442 my ($self, $template, %options) = @_;
9444 return unless $conf->exists($template);
9446 my $from = $conf->config('invoice_from', $self->agentnum)
9447 if $conf->exists('invoice_from', $self->agentnum);
9448 $from = $options{from} if exists($options{from});
9450 my $to = join(',', $self->invoicing_list_emailonly);
9451 $to = $options{to} if exists($options{to});
9453 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9454 if $conf->exists('company_name', $self->agentnum);
9455 $subject = $options{subject} if exists($options{subject});
9457 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9458 SOURCE => [ map "$_\n",
9459 $conf->config($template)]
9461 or die "can't create new Text::Template object: Text::Template::ERROR";
9462 $notify_template->compile()
9463 or die "can't compile template: Text::Template::ERROR";
9465 $FS::notify_template::_template::company_name =
9466 $conf->config('company_name', $self->agentnum);
9467 $FS::notify_template::_template::company_address =
9468 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9470 my $paydate = $self->paydate || '2037-12-31';
9471 $FS::notify_template::_template::first = $self->first;
9472 $FS::notify_template::_template::last = $self->last;
9473 $FS::notify_template::_template::company = $self->company;
9474 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9475 my $payby = $self->payby;
9476 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9477 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9479 #credit cards expire at the end of the month/year of their exp date
9480 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9481 $FS::notify_template::_template::payby = 'credit card';
9482 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9483 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9485 }elsif ($payby eq 'COMP') {
9486 $FS::notify_template::_template::payby = 'complimentary account';
9488 $FS::notify_template::_template::payby = 'current method';
9490 $FS::notify_template::_template::expdate = $expire_time;
9492 for (keys %{$options{extra_fields}}){
9494 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9497 send_email(from => $from,
9499 subject => $subject,
9500 body => $notify_template->fill_in( PACKAGE =>
9501 'FS::notify_template::_template' ),
9506 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9508 Generates a templated notification to the customer (see L<Text::Template>).
9510 OPTIONS is a hash and may include
9512 I<extra_fields> - a hashref of name/value pairs which will be substituted
9513 into the template. These values may override values mentioned below
9514 and those from the customer record.
9516 The following variables are available in the template instead of or in addition
9517 to the fields of the customer record.
9519 I<$payby> - a description of the method of payment for the customer
9520 # would be nice to use FS::payby::shortname
9521 I<$payinfo> - the masked account information used to collect for this customer
9522 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9523 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9527 sub generate_letter {
9528 my ($self, $template, %options) = @_;
9530 return unless $conf->exists($template);
9532 my $letter_template = new Text::Template
9534 SOURCE => [ map "$_\n", $conf->config($template)],
9535 DELIMITERS => [ '[@--', '--@]' ],
9537 or die "can't create new Text::Template object: Text::Template::ERROR";
9539 $letter_template->compile()
9540 or die "can't compile template: Text::Template::ERROR";
9542 my %letter_data = map { $_ => $self->$_ } $self->fields;
9543 $letter_data{payinfo} = $self->mask_payinfo;
9545 #my $paydate = $self->paydate || '2037-12-31';
9546 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9548 my $payby = $self->payby;
9549 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9550 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9552 #credit cards expire at the end of the month/year of their exp date
9553 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9554 $letter_data{payby} = 'credit card';
9555 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9556 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9558 }elsif ($payby eq 'COMP') {
9559 $letter_data{payby} = 'complimentary account';
9561 $letter_data{payby} = 'current method';
9563 $letter_data{expdate} = $expire_time;
9565 for (keys %{$options{extra_fields}}){
9566 $letter_data{$_} = $options{extra_fields}->{$_};
9569 unless(exists($letter_data{returnaddress})){
9570 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9571 $self->agent_template)
9573 if ( length($retadd) ) {
9574 $letter_data{returnaddress} = $retadd;
9575 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9576 $letter_data{returnaddress} =
9577 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9578 $conf->config('company_address', $self->agentnum)
9581 $letter_data{returnaddress} = '~';
9585 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9587 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9589 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9590 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9594 ) or die "can't open temp file: $!\n";
9596 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9598 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9602 =item print_ps TEMPLATE
9604 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9610 my $file = $self->generate_letter(@_);
9611 FS::Misc::generate_ps($file);
9614 =item print TEMPLATE
9616 Prints the filled in template.
9618 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9622 sub queueable_print {
9625 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9626 or die "invalid customer number: " . $opt{custvnum};
9628 my $error = $self->print( $opt{template} );
9629 die $error if $error;
9633 my ($self, $template) = (shift, shift);
9634 do_print [ $self->print_ps($template) ];
9637 #these three subs should just go away once agent stuff is all config overrides
9639 sub agent_template {
9641 $self->_agent_plandata('agent_templatename');
9644 sub agent_invoice_from {
9646 $self->_agent_plandata('agent_invoice_from');
9649 sub _agent_plandata {
9650 my( $self, $option ) = @_;
9652 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9653 #agent-specific Conf
9655 use FS::part_event::Condition;
9657 my $agentnum = $self->agentnum;
9660 if ( driver_name =~ /^Pg/i ) {
9662 } elsif ( driver_name =~ /^mysql/i ) {
9665 die "don't know how to use regular expressions in ". driver_name. " databases";
9668 my $part_event_option =
9670 'select' => 'part_event_option.*',
9671 'table' => 'part_event_option',
9673 LEFT JOIN part_event USING ( eventpart )
9674 LEFT JOIN part_event_option AS peo_agentnum
9675 ON ( part_event.eventpart = peo_agentnum.eventpart
9676 AND peo_agentnum.optionname = 'agentnum'
9677 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9679 LEFT JOIN part_event_condition
9680 ON ( part_event.eventpart = part_event_condition.eventpart
9681 AND part_event_condition.conditionname = 'cust_bill_age'
9683 LEFT JOIN part_event_condition_option
9684 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9685 AND part_event_condition_option.optionname = 'age'
9688 #'hashref' => { 'optionname' => $option },
9689 #'hashref' => { 'part_event_option.optionname' => $option },
9691 " WHERE part_event_option.optionname = ". dbh->quote($option).
9692 " AND action = 'cust_bill_send_agent' ".
9693 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9694 " AND peo_agentnum.optionname = 'agentnum' ".
9695 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9697 CASE WHEN part_event_condition_option.optionname IS NULL
9699 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9701 , part_event.weight".
9705 unless ( $part_event_option ) {
9706 return $self->agent->invoice_template || ''
9707 if $option eq 'agent_templatename';
9711 $part_event_option->optionvalue;
9715 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
9717 Subroutine (not a method), designed to be called from the queue.
9719 Takes a list of options and values.
9721 Pulls up the customer record via the custnum option and calls bill_and_collect.
9726 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9728 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9729 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
9731 $cust_main->bill_and_collect( %args );
9734 sub _upgrade_data { #class method
9735 my ($class, %opts) = @_;
9737 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9738 my $sth = dbh->prepare($sql) or die dbh->errstr;
9739 $sth->execute or die $sth->errstr;
9749 The delete method should possibly take an FS::cust_main object reference
9750 instead of a scalar customer number.
9752 Bill and collect options should probably be passed as references instead of a
9755 There should probably be a configuration file with a list of allowed credit
9758 No multiple currency support (probably a larger project than just this module).
9760 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9762 Birthdates rely on negative epoch values.
9764 The payby for card/check batches is broken. With mixed batching, bad
9767 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9771 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9772 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9773 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.