5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal_nocheck);
15 use Digest::MD5 qw(md5_base64);
19 use File::Slurp qw( slurp );
20 use File::Temp qw( tempfile );
21 use String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
24 use FS::UID qw( getotaker dbh driver_name );
25 use FS::Record qw( qsearchs qsearch dbdef );
26 use FS::Misc qw( generate_email send_email generate_ps do_print );
27 use FS::Msgcat qw(gettext);
31 use FS::cust_bill_pkg;
32 use FS::cust_bill_pkg_display;
34 use FS::cust_pay_pending;
35 use FS::cust_pay_void;
36 use FS::cust_pay_batch;
39 use FS::part_referral;
40 use FS::cust_main_county;
41 use FS::cust_tax_location;
43 use FS::cust_main_invoice;
44 use FS::cust_credit_bill;
45 use FS::cust_bill_pay;
46 use FS::prepay_credit;
50 use FS::part_event_condition;
53 use FS::payment_gateway;
54 use FS::agent_payment_gateway;
56 use FS::payinfo_Mixin;
59 @ISA = qw( FS::payinfo_Mixin FS::Record );
61 @EXPORT_OK = qw( smart_search );
63 $realtime_bop_decline_quiet = 0;
65 # 1 is mostly method/subroutine entry and options
66 # 2 traces progress of some operations
67 # 3 is even more information including possibly sensitive data
69 $me = '[FS::cust_main]';
73 $ignore_expired_card = 0;
75 @encrypted_fields = ('payinfo', 'paycvv');
76 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
78 #ask FS::UID to run this stuff for us later
79 #$FS::UID::callback{'FS::cust_main'} = sub {
80 install_callback FS::UID sub {
82 #yes, need it for stuff below (prolly should be cached)
87 my ( $hashref, $cache ) = @_;
88 if ( exists $hashref->{'pkgnum'} ) {
89 #@{ $self->{'_pkgnum'} } = ();
90 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
91 $self->{'_pkgnum'} = $subcache;
92 #push @{ $self->{'_pkgnum'} },
93 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
99 FS::cust_main - Object methods for cust_main records
105 $record = new FS::cust_main \%hash;
106 $record = new FS::cust_main { 'column' => 'value' };
108 $error = $record->insert;
110 $error = $new_record->replace($old_record);
112 $error = $record->delete;
114 $error = $record->check;
116 @cust_pkg = $record->all_pkgs;
118 @cust_pkg = $record->ncancelled_pkgs;
120 @cust_pkg = $record->suspended_pkgs;
122 $error = $record->bill;
123 $error = $record->bill %options;
124 $error = $record->bill 'time' => $time;
126 $error = $record->collect;
127 $error = $record->collect %options;
128 $error = $record->collect 'invoice_time' => $time,
133 An FS::cust_main object represents a customer. FS::cust_main inherits from
134 FS::Record. The following fields are currently supported:
138 =item custnum - primary key (assigned automatically for new customers)
140 =item agentnum - agent (see L<FS::agent>)
142 =item refnum - Advertising source (see L<FS::part_referral>)
148 =item ss - social security number (optional)
150 =item company - (optional)
154 =item address2 - (optional)
158 =item county - (optional, see L<FS::cust_main_county>)
160 =item state - (see L<FS::cust_main_county>)
164 =item country - (see L<FS::cust_main_county>)
166 =item daytime - phone (optional)
168 =item night - phone (optional)
170 =item fax - phone (optional)
172 =item ship_first - name
174 =item ship_last - name
176 =item ship_company - (optional)
180 =item ship_address2 - (optional)
184 =item ship_county - (optional, see L<FS::cust_main_county>)
186 =item ship_state - (see L<FS::cust_main_county>)
190 =item ship_country - (see L<FS::cust_main_county>)
192 =item ship_daytime - phone (optional)
194 =item ship_night - phone (optional)
196 =item ship_fax - phone (optional)
198 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
200 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
202 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
206 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
208 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
210 =item paystart_month - start date month (maestro/solo cards only)
212 =item paystart_year - start date year (maestro/solo cards only)
214 =item payissue - issue number (maestro/solo cards only)
216 =item payname - name on card or billing name
218 =item payip - IP address from which payment information was received
220 =item tax - tax exempt, empty or `Y'
222 =item otaker - order taker (assigned automatically, see L<FS::UID>)
224 =item comments - comments (optional)
226 =item referral_custnum - referring customer number
228 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
230 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
232 =item squelch_cdr - Discourage individual CDR printing, empty or `Y'
242 Creates a new customer. To add the customer to the database, see L<"insert">.
244 Note that this stores the hash reference, not a distinct copy of the hash it
245 points to. You can ask the object for a copy with the I<hash> method.
249 sub table { 'cust_main'; }
251 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
253 Adds this customer to the database. If there is an error, returns the error,
254 otherwise returns false.
256 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
257 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
258 are inserted atomicly, or the transaction is rolled back. Passing an empty
259 hash reference is equivalent to not supplying this parameter. There should be
260 a better explanation of this, but until then, here's an example:
263 tie %hash, 'Tie::RefHash'; #this part is important
265 $cust_pkg => [ $svc_acct ],
268 $cust_main->insert( \%hash );
270 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
271 be set as the invoicing list (see L<"invoicing_list">). Errors return as
272 expected and rollback the entire transaction; it is not necessary to call
273 check_invoicing_list first. The invoicing_list is set after the records in the
274 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
275 invoicing_list destination to the newly-created svc_acct. Here's an example:
277 $cust_main->insert( {}, [ $email, 'POST' ] );
279 Currently available options are: I<depend_jobnum> and I<noexport>.
281 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
282 on the supplied jobnum (they will not run until the specific job completes).
283 This can be used to defer provisioning until some action completes (such
284 as running the customer's credit card successfully).
286 The I<noexport> option is deprecated. If I<noexport> is set true, no
287 provisioning jobs (exports) are scheduled. (You can schedule them later with
288 the B<reexport> method.)
294 my $cust_pkgs = @_ ? shift : {};
295 my $invoicing_list = @_ ? shift : '';
297 warn "$me insert called with options ".
298 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
301 local $SIG{HUP} = 'IGNORE';
302 local $SIG{INT} = 'IGNORE';
303 local $SIG{QUIT} = 'IGNORE';
304 local $SIG{TERM} = 'IGNORE';
305 local $SIG{TSTP} = 'IGNORE';
306 local $SIG{PIPE} = 'IGNORE';
308 my $oldAutoCommit = $FS::UID::AutoCommit;
309 local $FS::UID::AutoCommit = 0;
312 my $prepay_identifier = '';
313 my( $amount, $seconds ) = ( 0, 0 );
315 if ( $self->payby eq 'PREPAY' ) {
317 $self->payby('BILL');
318 $prepay_identifier = $self->payinfo;
321 warn " looking up prepaid card $prepay_identifier\n"
324 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
326 $dbh->rollback if $oldAutoCommit;
327 #return "error applying prepaid card (transaction rolled back): $error";
331 $payby = 'PREP' if $amount;
333 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
336 $self->payby('BILL');
337 $amount = $self->paid;
341 warn " inserting $self\n"
344 $self->signupdate(time) unless $self->signupdate;
346 $self->auto_agent_custid()
347 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
349 my $error = $self->SUPER::insert;
351 $dbh->rollback if $oldAutoCommit;
352 #return "inserting cust_main record (transaction rolled back): $error";
356 warn " setting invoicing list\n"
359 if ( $invoicing_list ) {
360 $error = $self->check_invoicing_list( $invoicing_list );
362 $dbh->rollback if $oldAutoCommit;
363 #return "checking invoicing_list (transaction rolled back): $error";
366 $self->invoicing_list( $invoicing_list );
369 if ( $conf->config('cust_main-skeleton_tables')
370 && $conf->config('cust_main-skeleton_custnum') ) {
372 warn " inserting skeleton records\n"
375 my $error = $self->start_copy_skel;
377 $dbh->rollback if $oldAutoCommit;
383 warn " ordering packages\n"
386 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
388 $dbh->rollback if $oldAutoCommit;
393 $dbh->rollback if $oldAutoCommit;
394 return "No svc_acct record to apply pre-paid time";
398 warn " inserting initial $payby payment of $amount\n"
400 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
402 $dbh->rollback if $oldAutoCommit;
403 return "inserting payment (transaction rolled back): $error";
407 unless ( $import || $skip_fuzzyfiles ) {
408 warn " queueing fuzzyfiles update\n"
410 $error = $self->queue_fuzzyfiles_update;
412 $dbh->rollback if $oldAutoCommit;
413 return "updating fuzzy search cache: $error";
417 warn " insert complete; committing transaction\n"
420 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
425 use File::CounterFile;
426 sub auto_agent_custid {
429 my $format = $conf->config('cust_main-auto_agent_custid');
431 if ( $format eq '1YMMXXXXXXXX' ) {
433 my $counter = new File::CounterFile 'cust_main.agent_custid';
436 my $ym = 100000000000 + time2str('%y%m00000000', time);
437 if ( $ym > $counter->value ) {
438 $counter->{'value'} = $agent_custid = $ym;
439 $counter->{'updated'} = 1;
441 $agent_custid = $counter->inc;
447 die "Unknown cust_main-auto_agent_custid format: $format";
450 $self->agent_custid($agent_custid);
454 sub start_copy_skel {
457 #'mg_user_preference' => {},
458 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
459 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
460 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
461 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
462 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
465 _copy_skel( 'cust_main', #tablename
466 $conf->config('cust_main-skeleton_custnum'), #sourceid
467 $self->custnum, #destid
468 @tables, #child tables
472 #recursive subroutine, not a method
474 my( $table, $sourceid, $destid, %child_tables ) = @_;
477 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
478 ( $table, $primary_key ) = ( $1, $2 );
480 my $dbdef_table = dbdef->table($table);
481 $primary_key = $dbdef_table->primary_key
482 or return "$table has no primary key".
483 " (or do you need to run dbdef-create?)";
486 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
487 join (', ', keys %child_tables). "\n"
490 foreach my $child_table_def ( keys %child_tables ) {
494 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
495 ( $child_table, $child_pkey ) = ( $1, $2 );
497 $child_table = $child_table_def;
499 $child_pkey = dbdef->table($child_table)->primary_key;
500 # or return "$table has no primary key".
501 # " (or do you need to run dbdef-create?)\n";
505 if ( keys %{ $child_tables{$child_table_def} } ) {
507 return "$child_table has no primary key".
508 " (run dbdef-create or try specifying it?)\n"
511 #false laziness w/Record::insert and only works on Pg
512 #refactor the proper last-inserted-id stuff out of Record::insert if this
513 # ever gets use for anything besides a quick kludge for one customer
514 my $default = dbdef->table($child_table)->column($child_pkey)->default;
515 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
516 or return "can't parse $child_table.$child_pkey default value ".
517 " for sequence name: $default";
522 my @sel_columns = grep { $_ ne $primary_key }
523 dbdef->table($child_table)->columns;
524 my $sel_columns = join(', ', @sel_columns );
526 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
527 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
528 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
530 my $sel_st = "SELECT $sel_columns FROM $child_table".
531 " WHERE $primary_key = $sourceid";
534 my $sel_sth = dbh->prepare( $sel_st )
535 or return dbh->errstr;
537 $sel_sth->execute or return $sel_sth->errstr;
539 while ( my $row = $sel_sth->fetchrow_hashref ) {
541 warn " selected row: ".
542 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
546 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
547 my $ins_sth =dbh->prepare($statement)
548 or return dbh->errstr;
549 my @param = ( $destid, map $row->{$_}, @ins_columns );
550 warn " $statement: [ ". join(', ', @param). " ]\n"
552 $ins_sth->execute( @param )
553 or return $ins_sth->errstr;
555 #next unless keys %{ $child_tables{$child_table} };
556 next unless $sequence;
558 #another section of that laziness
559 my $seq_sql = "SELECT currval('$sequence')";
560 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
561 $seq_sth->execute or return $seq_sth->errstr;
562 my $insertid = $seq_sth->fetchrow_arrayref->[0];
564 # don't drink soap! recurse! recurse! okay!
566 _copy_skel( $child_table_def,
567 $row->{$child_pkey}, #sourceid
569 %{ $child_tables{$child_table_def} },
571 return $error if $error;
581 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
583 Like the insert method on an existing record, this method orders a package
584 and included services atomicaly. Pass a Tie::RefHash data structure to this
585 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
586 be a better explanation of this, but until then, here's an example:
589 tie %hash, 'Tie::RefHash'; #this part is important
591 $cust_pkg => [ $svc_acct ],
594 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
596 Services can be new, in which case they are inserted, or existing unaudited
597 services, in which case they are linked to the newly-created package.
599 Currently available options are: I<depend_jobnum> and I<noexport>.
601 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
602 on the supplied jobnum (they will not run until the specific job completes).
603 This can be used to defer provisioning until some action completes (such
604 as running the customer's credit card successfully).
606 The I<noexport> option is deprecated. If I<noexport> is set true, no
607 provisioning jobs (exports) are scheduled. (You can schedule them later with
608 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
609 on the cust_main object is not recommended, as existing services will also be
616 my $cust_pkgs = shift;
619 my %svc_options = ();
620 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
621 if exists $options{'depend_jobnum'};
622 warn "$me order_pkgs called with options ".
623 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
626 local $SIG{HUP} = 'IGNORE';
627 local $SIG{INT} = 'IGNORE';
628 local $SIG{QUIT} = 'IGNORE';
629 local $SIG{TERM} = 'IGNORE';
630 local $SIG{TSTP} = 'IGNORE';
631 local $SIG{PIPE} = 'IGNORE';
633 my $oldAutoCommit = $FS::UID::AutoCommit;
634 local $FS::UID::AutoCommit = 0;
637 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
639 foreach my $cust_pkg ( keys %$cust_pkgs ) {
640 $cust_pkg->custnum( $self->custnum );
641 my $error = $cust_pkg->insert;
643 $dbh->rollback if $oldAutoCommit;
644 return "inserting cust_pkg (transaction rolled back): $error";
646 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
647 if ( $svc_something->svcnum ) {
648 my $old_cust_svc = $svc_something->cust_svc;
649 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
650 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
651 $error = $new_cust_svc->replace($old_cust_svc);
653 $svc_something->pkgnum( $cust_pkg->pkgnum );
654 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
655 $svc_something->seconds( $svc_something->seconds + $$seconds );
658 $error = $svc_something->insert(%svc_options);
661 $dbh->rollback if $oldAutoCommit;
662 #return "inserting svc_ (transaction rolled back): $error";
668 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
672 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
674 Recharges this (existing) customer with the specified prepaid card (see
675 L<FS::prepay_credit>), specified either by I<identifier> or as an
676 FS::prepay_credit object. If there is an error, returns the error, otherwise
679 Optionally, four scalar references can be passed as well. They will have their
680 values filled in with the amount, number of seconds, and number of upload and
681 download bytes applied by this prepaid
686 sub recharge_prepay {
687 my( $self, $prepay_credit, $amountref, $secondsref,
688 $upbytesref, $downbytesref, $totalbytesref ) = @_;
690 local $SIG{HUP} = 'IGNORE';
691 local $SIG{INT} = 'IGNORE';
692 local $SIG{QUIT} = 'IGNORE';
693 local $SIG{TERM} = 'IGNORE';
694 local $SIG{TSTP} = 'IGNORE';
695 local $SIG{PIPE} = 'IGNORE';
697 my $oldAutoCommit = $FS::UID::AutoCommit;
698 local $FS::UID::AutoCommit = 0;
701 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
703 my $error = $self->get_prepay($prepay_credit, \$amount,
704 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
705 || $self->increment_seconds($seconds)
706 || $self->increment_upbytes($upbytes)
707 || $self->increment_downbytes($downbytes)
708 || $self->increment_totalbytes($totalbytes)
709 || $self->insert_cust_pay_prepay( $amount,
711 ? $prepay_credit->identifier
716 $dbh->rollback if $oldAutoCommit;
720 if ( defined($amountref) ) { $$amountref = $amount; }
721 if ( defined($secondsref) ) { $$secondsref = $seconds; }
722 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
723 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
724 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
726 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
731 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
733 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
734 specified either by I<identifier> or as an FS::prepay_credit object.
736 References to I<amount> and I<seconds> scalars should be passed as arguments
737 and will be incremented by the values of the prepaid card.
739 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
740 check or set this customer's I<agentnum>.
742 If there is an error, returns the error, otherwise returns false.
748 my( $self, $prepay_credit, $amountref, $secondsref,
749 $upref, $downref, $totalref) = @_;
751 local $SIG{HUP} = 'IGNORE';
752 local $SIG{INT} = 'IGNORE';
753 local $SIG{QUIT} = 'IGNORE';
754 local $SIG{TERM} = 'IGNORE';
755 local $SIG{TSTP} = 'IGNORE';
756 local $SIG{PIPE} = 'IGNORE';
758 my $oldAutoCommit = $FS::UID::AutoCommit;
759 local $FS::UID::AutoCommit = 0;
762 unless ( ref($prepay_credit) ) {
764 my $identifier = $prepay_credit;
766 $prepay_credit = qsearchs(
768 { 'identifier' => $prepay_credit },
773 unless ( $prepay_credit ) {
774 $dbh->rollback if $oldAutoCommit;
775 return "Invalid prepaid card: ". $identifier;
780 if ( $prepay_credit->agentnum ) {
781 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
782 $dbh->rollback if $oldAutoCommit;
783 return "prepaid card not valid for agent ". $self->agentnum;
785 $self->agentnum($prepay_credit->agentnum);
788 my $error = $prepay_credit->delete;
790 $dbh->rollback if $oldAutoCommit;
791 return "removing prepay_credit (transaction rolled back): $error";
794 $$amountref += $prepay_credit->amount;
795 $$secondsref += $prepay_credit->seconds;
796 $$upref += $prepay_credit->upbytes;
797 $$downref += $prepay_credit->downbytes;
798 $$totalref += $prepay_credit->totalbytes;
800 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
805 =item increment_upbytes SECONDS
807 Updates this customer's single or primary account (see L<FS::svc_acct>) by
808 the specified number of upbytes. If there is an error, returns the error,
809 otherwise returns false.
813 sub increment_upbytes {
814 _increment_column( shift, 'upbytes', @_);
817 =item increment_downbytes SECONDS
819 Updates this customer's single or primary account (see L<FS::svc_acct>) by
820 the specified number of downbytes. If there is an error, returns the error,
821 otherwise returns false.
825 sub increment_downbytes {
826 _increment_column( shift, 'downbytes', @_);
829 =item increment_totalbytes SECONDS
831 Updates this customer's single or primary account (see L<FS::svc_acct>) by
832 the specified number of totalbytes. If there is an error, returns the error,
833 otherwise returns false.
837 sub increment_totalbytes {
838 _increment_column( shift, 'totalbytes', @_);
841 =item increment_seconds SECONDS
843 Updates this customer's single or primary account (see L<FS::svc_acct>) by
844 the specified number of seconds. If there is an error, returns the error,
845 otherwise returns false.
849 sub increment_seconds {
850 _increment_column( shift, 'seconds', @_);
853 =item _increment_column AMOUNT
855 Updates this customer's single or primary account (see L<FS::svc_acct>) by
856 the specified number of seconds or bytes. If there is an error, returns
857 the error, otherwise returns false.
861 sub _increment_column {
862 my( $self, $column, $amount ) = @_;
863 warn "$me increment_column called: $column, $amount\n"
866 return '' unless $amount;
868 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
869 $self->ncancelled_pkgs;
872 return 'No packages with primary or single services found'.
873 ' to apply pre-paid time';
874 } elsif ( scalar(@cust_pkg) > 1 ) {
875 #maybe have a way to specify the package/account?
876 return 'Multiple packages found to apply pre-paid time';
879 my $cust_pkg = $cust_pkg[0];
880 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
884 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
887 return 'No account found to apply pre-paid time';
888 } elsif ( scalar(@cust_svc) > 1 ) {
889 return 'Multiple accounts found to apply pre-paid time';
892 my $svc_acct = $cust_svc[0]->svc_x;
893 warn " found service svcnum ". $svc_acct->pkgnum.
894 ' ('. $svc_acct->email. ")\n"
897 $column = "increment_$column";
898 $svc_acct->$column($amount);
902 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
904 Inserts a prepayment in the specified amount for this customer. An optional
905 second argument can specify the prepayment identifier for tracking purposes.
906 If there is an error, returns the error, otherwise returns false.
910 sub insert_cust_pay_prepay {
911 shift->insert_cust_pay('PREP', @_);
914 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
916 Inserts a cash payment in the specified amount for this customer. An optional
917 second argument can specify the payment identifier for tracking purposes.
918 If there is an error, returns the error, otherwise returns false.
922 sub insert_cust_pay_cash {
923 shift->insert_cust_pay('CASH', @_);
926 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
928 Inserts a Western Union payment in the specified amount for this customer. An
929 optional second argument can specify the prepayment identifier for tracking
930 purposes. If there is an error, returns the error, otherwise returns false.
934 sub insert_cust_pay_west {
935 shift->insert_cust_pay('WEST', @_);
938 sub insert_cust_pay {
939 my( $self, $payby, $amount ) = splice(@_, 0, 3);
940 my $payinfo = scalar(@_) ? shift : '';
942 my $cust_pay = new FS::cust_pay {
943 'custnum' => $self->custnum,
944 'paid' => sprintf('%.2f', $amount),
945 #'_date' => #date the prepaid card was purchased???
947 'payinfo' => $payinfo,
955 This method is deprecated. See the I<depend_jobnum> option to the insert and
956 order_pkgs methods for a better way to defer provisioning.
958 Re-schedules all exports by calling the B<reexport> method of all associated
959 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
960 otherwise returns false.
967 carp "WARNING: FS::cust_main::reexport is deprectated; ".
968 "use the depend_jobnum option to insert or order_pkgs to delay export";
970 local $SIG{HUP} = 'IGNORE';
971 local $SIG{INT} = 'IGNORE';
972 local $SIG{QUIT} = 'IGNORE';
973 local $SIG{TERM} = 'IGNORE';
974 local $SIG{TSTP} = 'IGNORE';
975 local $SIG{PIPE} = 'IGNORE';
977 my $oldAutoCommit = $FS::UID::AutoCommit;
978 local $FS::UID::AutoCommit = 0;
981 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
982 my $error = $cust_pkg->reexport;
984 $dbh->rollback if $oldAutoCommit;
989 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
994 =item delete NEW_CUSTNUM
996 This deletes the customer. If there is an error, returns the error, otherwise
999 This will completely remove all traces of the customer record. This is not
1000 what you want when a customer cancels service; for that, cancel all of the
1001 customer's packages (see L</cancel>).
1003 If the customer has any uncancelled packages, you need to pass a new (valid)
1004 customer number for those packages to be transferred to. Cancelled packages
1005 will be deleted. Did I mention that this is NOT what you want when a customer
1006 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1008 You can't delete a customer with invoices (see L<FS::cust_bill>),
1009 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1010 refunds (see L<FS::cust_refund>).
1017 local $SIG{HUP} = 'IGNORE';
1018 local $SIG{INT} = 'IGNORE';
1019 local $SIG{QUIT} = 'IGNORE';
1020 local $SIG{TERM} = 'IGNORE';
1021 local $SIG{TSTP} = 'IGNORE';
1022 local $SIG{PIPE} = 'IGNORE';
1024 my $oldAutoCommit = $FS::UID::AutoCommit;
1025 local $FS::UID::AutoCommit = 0;
1028 if ( $self->cust_bill ) {
1029 $dbh->rollback if $oldAutoCommit;
1030 return "Can't delete a customer with invoices";
1032 if ( $self->cust_credit ) {
1033 $dbh->rollback if $oldAutoCommit;
1034 return "Can't delete a customer with credits";
1036 if ( $self->cust_pay ) {
1037 $dbh->rollback if $oldAutoCommit;
1038 return "Can't delete a customer with payments";
1040 if ( $self->cust_refund ) {
1041 $dbh->rollback if $oldAutoCommit;
1042 return "Can't delete a customer with refunds";
1045 my @cust_pkg = $self->ncancelled_pkgs;
1047 my $new_custnum = shift;
1048 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1049 $dbh->rollback if $oldAutoCommit;
1050 return "Invalid new customer number: $new_custnum";
1052 foreach my $cust_pkg ( @cust_pkg ) {
1053 my %hash = $cust_pkg->hash;
1054 $hash{'custnum'} = $new_custnum;
1055 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1056 my $error = $new_cust_pkg->replace($cust_pkg,
1057 options => { $cust_pkg->options },
1060 $dbh->rollback if $oldAutoCommit;
1065 my @cancelled_cust_pkg = $self->all_pkgs;
1066 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1067 my $error = $cust_pkg->delete;
1069 $dbh->rollback if $oldAutoCommit;
1074 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1075 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1077 my $error = $cust_main_invoice->delete;
1079 $dbh->rollback if $oldAutoCommit;
1084 my $error = $self->SUPER::delete;
1086 $dbh->rollback if $oldAutoCommit;
1090 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1095 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1097 Replaces the OLD_RECORD with this one in the database. If there is an error,
1098 returns the error, otherwise returns false.
1100 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1101 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1102 expected and rollback the entire transaction; it is not necessary to call
1103 check_invoicing_list first. Here's an example:
1105 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1112 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1114 : $self->replace_old;
1118 warn "$me replace called\n"
1121 my $curuser = $FS::CurrentUser::CurrentUser;
1122 if ( $self->payby eq 'COMP'
1123 && $self->payby ne $old->payby
1124 && ! $curuser->access_right('Complimentary customer')
1127 return "You are not permitted to create complimentary accounts.";
1130 local($ignore_expired_card) = 1
1131 if $old->payby =~ /^(CARD|DCRD)$/
1132 && $self->payby =~ /^(CARD|DCRD)$/
1133 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1135 local $SIG{HUP} = 'IGNORE';
1136 local $SIG{INT} = 'IGNORE';
1137 local $SIG{QUIT} = 'IGNORE';
1138 local $SIG{TERM} = 'IGNORE';
1139 local $SIG{TSTP} = 'IGNORE';
1140 local $SIG{PIPE} = 'IGNORE';
1142 my $oldAutoCommit = $FS::UID::AutoCommit;
1143 local $FS::UID::AutoCommit = 0;
1146 my $error = $self->SUPER::replace($old);
1149 $dbh->rollback if $oldAutoCommit;
1153 if ( @param ) { # INVOICING_LIST_ARYREF
1154 my $invoicing_list = shift @param;
1155 $error = $self->check_invoicing_list( $invoicing_list );
1157 $dbh->rollback if $oldAutoCommit;
1160 $self->invoicing_list( $invoicing_list );
1163 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1164 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1165 # card/check/lec info has changed, want to retry realtime_ invoice events
1166 my $error = $self->retry_realtime;
1168 $dbh->rollback if $oldAutoCommit;
1173 unless ( $import || $skip_fuzzyfiles ) {
1174 $error = $self->queue_fuzzyfiles_update;
1176 $dbh->rollback if $oldAutoCommit;
1177 return "updating fuzzy search cache: $error";
1181 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1186 =item queue_fuzzyfiles_update
1188 Used by insert & replace to update the fuzzy search cache
1192 sub queue_fuzzyfiles_update {
1195 local $SIG{HUP} = 'IGNORE';
1196 local $SIG{INT} = 'IGNORE';
1197 local $SIG{QUIT} = 'IGNORE';
1198 local $SIG{TERM} = 'IGNORE';
1199 local $SIG{TSTP} = 'IGNORE';
1200 local $SIG{PIPE} = 'IGNORE';
1202 my $oldAutoCommit = $FS::UID::AutoCommit;
1203 local $FS::UID::AutoCommit = 0;
1206 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1207 my $error = $queue->insert( map $self->getfield($_),
1208 qw(first last company)
1211 $dbh->rollback if $oldAutoCommit;
1212 return "queueing job (transaction rolled back): $error";
1215 if ( $self->ship_last ) {
1216 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1217 $error = $queue->insert( map $self->getfield("ship_$_"),
1218 qw(first last company)
1221 $dbh->rollback if $oldAutoCommit;
1222 return "queueing job (transaction rolled back): $error";
1226 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1233 Checks all fields to make sure this is a valid customer record. If there is
1234 an error, returns the error, otherwise returns false. Called by the insert
1235 and replace methods.
1242 warn "$me check BEFORE: \n". $self->_dump
1246 $self->ut_numbern('custnum')
1247 || $self->ut_number('agentnum')
1248 || $self->ut_textn('agent_custid')
1249 || $self->ut_number('refnum')
1250 || $self->ut_textn('custbatch')
1251 || $self->ut_name('last')
1252 || $self->ut_name('first')
1253 || $self->ut_snumbern('birthdate')
1254 || $self->ut_snumbern('signupdate')
1255 || $self->ut_textn('company')
1256 || $self->ut_text('address1')
1257 || $self->ut_textn('address2')
1258 || $self->ut_text('city')
1259 || $self->ut_textn('county')
1260 || $self->ut_textn('state')
1261 || $self->ut_country('country')
1262 || $self->ut_anything('comments')
1263 || $self->ut_numbern('referral_custnum')
1264 || $self->ut_textn('stateid')
1265 || $self->ut_textn('stateid_state')
1266 || $self->ut_textn('invoice_terms')
1269 #barf. need message catalogs. i18n. etc.
1270 $error .= "Please select an advertising source."
1271 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1272 return $error if $error;
1274 return "Unknown agent"
1275 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1277 return "Unknown refnum"
1278 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1280 return "Unknown referring custnum: ". $self->referral_custnum
1281 unless ! $self->referral_custnum
1282 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1284 if ( $self->ss eq '' ) {
1289 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1290 or return "Illegal social security number: ". $self->ss;
1291 $self->ss("$1-$2-$3");
1295 # bad idea to disable, causes billing to fail because of no tax rates later
1296 # unless ( $import ) {
1297 unless ( qsearch('cust_main_county', {
1298 'country' => $self->country,
1301 return "Unknown state/county/country: ".
1302 $self->state. "/". $self->county. "/". $self->country
1303 unless qsearch('cust_main_county',{
1304 'state' => $self->state,
1305 'county' => $self->county,
1306 'country' => $self->country,
1312 $self->ut_phonen('daytime', $self->country)
1313 || $self->ut_phonen('night', $self->country)
1314 || $self->ut_phonen('fax', $self->country)
1315 || $self->ut_zip('zip', $self->country)
1317 return $error if $error;
1319 if ( $conf->exists('cust_main-require_phone')
1320 && ! length($self->daytime) && ! length($self->night)
1323 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1325 : FS::Msgcat::_gettext('daytime');
1326 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1328 : FS::Msgcat::_gettext('night');
1330 return "$daytime_label or $night_label is required"
1334 if ( $self->has_ship_address
1335 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1336 $self->addr_fields )
1340 $self->ut_name('ship_last')
1341 || $self->ut_name('ship_first')
1342 || $self->ut_textn('ship_company')
1343 || $self->ut_text('ship_address1')
1344 || $self->ut_textn('ship_address2')
1345 || $self->ut_text('ship_city')
1346 || $self->ut_textn('ship_county')
1347 || $self->ut_textn('ship_state')
1348 || $self->ut_country('ship_country')
1350 return $error if $error;
1352 #false laziness with above
1353 unless ( qsearchs('cust_main_county', {
1354 'country' => $self->ship_country,
1357 return "Unknown ship_state/ship_county/ship_country: ".
1358 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1359 unless qsearch('cust_main_county',{
1360 'state' => $self->ship_state,
1361 'county' => $self->ship_county,
1362 'country' => $self->ship_country,
1368 $self->ut_phonen('ship_daytime', $self->ship_country)
1369 || $self->ut_phonen('ship_night', $self->ship_country)
1370 || $self->ut_phonen('ship_fax', $self->ship_country)
1371 || $self->ut_zip('ship_zip', $self->ship_country)
1373 return $error if $error;
1375 return "Unit # is required."
1376 if $self->ship_address2 =~ /^\s*$/
1377 && $conf->exists('cust_main-require_address2');
1379 } else { # ship_ info eq billing info, so don't store dup info in database
1381 $self->setfield("ship_$_", '')
1382 foreach $self->addr_fields;
1384 return "Unit # is required."
1385 if $self->address2 =~ /^\s*$/
1386 && $conf->exists('cust_main-require_address2');
1390 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1391 # or return "Illegal payby: ". $self->payby;
1393 FS::payby->can_payby($self->table, $self->payby)
1394 or return "Illegal payby: ". $self->payby;
1396 $error = $self->ut_numbern('paystart_month')
1397 || $self->ut_numbern('paystart_year')
1398 || $self->ut_numbern('payissue')
1399 || $self->ut_textn('paytype')
1401 return $error if $error;
1403 if ( $self->payip eq '' ) {
1406 $error = $self->ut_ip('payip');
1407 return $error if $error;
1410 # If it is encrypted and the private key is not availaible then we can't
1411 # check the credit card.
1413 my $check_payinfo = 1;
1415 if ($self->is_encrypted($self->payinfo)) {
1419 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1421 my $payinfo = $self->payinfo;
1422 $payinfo =~ s/\D//g;
1423 $payinfo =~ /^(\d{13,16})$/
1424 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1426 $self->payinfo($payinfo);
1428 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1430 return gettext('unknown_card_type')
1431 if cardtype($self->payinfo) eq "Unknown";
1433 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1435 return 'Banned credit card: banned on '.
1436 time2str('%a %h %o at %r', $ban->_date).
1437 ' by '. $ban->otaker.
1438 ' (ban# '. $ban->bannum. ')';
1441 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1442 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1443 $self->paycvv =~ /^(\d{4})$/
1444 or return "CVV2 (CID) for American Express cards is four digits.";
1447 $self->paycvv =~ /^(\d{3})$/
1448 or return "CVV2 (CVC2/CID) is three digits.";
1455 my $cardtype = cardtype($payinfo);
1456 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1458 return "Start date or issue number is required for $cardtype cards"
1459 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1461 return "Start month must be between 1 and 12"
1462 if $self->paystart_month
1463 and $self->paystart_month < 1 || $self->paystart_month > 12;
1465 return "Start year must be 1990 or later"
1466 if $self->paystart_year
1467 and $self->paystart_year < 1990;
1469 return "Issue number must be beween 1 and 99"
1471 and $self->payissue < 1 || $self->payissue > 99;
1474 $self->paystart_month('');
1475 $self->paystart_year('');
1476 $self->payissue('');
1479 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1481 my $payinfo = $self->payinfo;
1482 $payinfo =~ s/[^\d\@]//g;
1483 if ( $conf->exists('echeck-nonus') ) {
1484 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1485 $payinfo = "$1\@$2";
1487 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1488 $payinfo = "$1\@$2";
1490 $self->payinfo($payinfo);
1493 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1495 return 'Banned ACH account: banned on '.
1496 time2str('%a %h %o at %r', $ban->_date).
1497 ' by '. $ban->otaker.
1498 ' (ban# '. $ban->bannum. ')';
1501 } elsif ( $self->payby eq 'LECB' ) {
1503 my $payinfo = $self->payinfo;
1504 $payinfo =~ s/\D//g;
1505 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1507 $self->payinfo($payinfo);
1510 } elsif ( $self->payby eq 'BILL' ) {
1512 $error = $self->ut_textn('payinfo');
1513 return "Illegal P.O. number: ". $self->payinfo if $error;
1516 } elsif ( $self->payby eq 'COMP' ) {
1518 my $curuser = $FS::CurrentUser::CurrentUser;
1519 if ( ! $self->custnum
1520 && ! $curuser->access_right('Complimentary customer')
1523 return "You are not permitted to create complimentary accounts."
1526 $error = $self->ut_textn('payinfo');
1527 return "Illegal comp account issuer: ". $self->payinfo if $error;
1530 } elsif ( $self->payby eq 'PREPAY' ) {
1532 my $payinfo = $self->payinfo;
1533 $payinfo =~ s/\W//g; #anything else would just confuse things
1534 $self->payinfo($payinfo);
1535 $error = $self->ut_alpha('payinfo');
1536 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1537 return "Unknown prepayment identifier"
1538 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1543 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1544 return "Expiration date required"
1545 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1549 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1550 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1551 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1552 ( $m, $y ) = ( $3, "20$2" );
1554 return "Illegal expiration date: ". $self->paydate;
1556 $self->paydate("$y-$m-01");
1557 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1558 return gettext('expired_card')
1560 && !$ignore_expired_card
1561 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1564 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1565 ( ! $conf->exists('require_cardname')
1566 || $self->payby !~ /^(CARD|DCRD)$/ )
1568 $self->payname( $self->first. " ". $self->getfield('last') );
1570 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1571 or return gettext('illegal_name'). " payname: ". $self->payname;
1575 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1576 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1580 $self->otaker(getotaker) unless $self->otaker;
1582 warn "$me check AFTER: \n". $self->_dump
1585 $self->SUPER::check;
1590 Returns a list of fields which have ship_ duplicates.
1595 qw( last first company
1596 address1 address2 city county state zip country
1601 =item has_ship_address
1603 Returns true if this customer record has a separate shipping address.
1607 sub has_ship_address {
1609 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1614 Returns all packages (see L<FS::cust_pkg>) for this customer.
1621 return $self->num_pkgs unless wantarray;
1624 if ( $self->{'_pkgnum'} ) {
1625 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1627 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1630 sort sort_packages @cust_pkg;
1635 Synonym for B<all_pkgs>.
1640 shift->all_pkgs(@_);
1643 =item ncancelled_pkgs
1645 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1649 sub ncancelled_pkgs {
1652 return $self->num_ncancelled_pkgs unless wantarray;
1655 if ( $self->{'_pkgnum'} ) {
1657 warn "$me ncancelled_pkgs: returning cached objects"
1660 @cust_pkg = grep { ! $_->getfield('cancel') }
1661 values %{ $self->{'_pkgnum'}->cache };
1665 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1666 $self->custnum. "\n"
1670 qsearch( 'cust_pkg', {
1671 'custnum' => $self->custnum,
1675 qsearch( 'cust_pkg', {
1676 'custnum' => $self->custnum,
1681 sort sort_packages @cust_pkg;
1685 # This should be generalized to use config options to determine order.
1687 if ( $a->get('cancel') and $b->get('cancel') ) {
1688 $a->pkgnum <=> $b->pkgnum;
1689 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1690 return -1 if $b->get('cancel');
1691 return 1 if $a->get('cancel');
1694 $a->pkgnum <=> $b->pkgnum;
1698 =item suspended_pkgs
1700 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1704 sub suspended_pkgs {
1706 grep { $_->susp } $self->ncancelled_pkgs;
1709 =item unflagged_suspended_pkgs
1711 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1712 customer (thouse packages without the `manual_flag' set).
1716 sub unflagged_suspended_pkgs {
1718 return $self->suspended_pkgs
1719 unless dbdef->table('cust_pkg')->column('manual_flag');
1720 grep { ! $_->manual_flag } $self->suspended_pkgs;
1723 =item unsuspended_pkgs
1725 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1730 sub unsuspended_pkgs {
1732 grep { ! $_->susp } $self->ncancelled_pkgs;
1735 =item num_cancelled_pkgs
1737 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1742 sub num_cancelled_pkgs {
1743 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1746 sub num_ncancelled_pkgs {
1747 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1751 my( $self ) = shift;
1752 my $sql = scalar(@_) ? shift : '';
1753 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1754 my $sth = dbh->prepare(
1755 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1756 ) or die dbh->errstr;
1757 $sth->execute($self->custnum) or die $sth->errstr;
1758 $sth->fetchrow_arrayref->[0];
1763 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1764 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1765 on success or a list of errors.
1771 grep { $_->unsuspend } $self->suspended_pkgs;
1776 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1778 Returns a list: an empty list on success or a list of errors.
1784 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1787 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1789 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1790 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
1791 of a list of pkgparts; the hashref has the following keys:
1795 =item pkgparts - listref of pkgparts
1797 =item (other options are passed to the suspend method)
1802 Returns a list: an empty list on success or a list of errors.
1806 sub suspend_if_pkgpart {
1808 my (@pkgparts, %opt);
1809 if (ref($_[0]) eq 'HASH'){
1810 @pkgparts = @{$_[0]{pkgparts}};
1815 grep { $_->suspend(%opt) }
1816 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1817 $self->unsuspended_pkgs;
1820 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1822 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1823 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
1824 instead of a list of pkgparts; the hashref has the following keys:
1828 =item pkgparts - listref of pkgparts
1830 =item (other options are passed to the suspend method)
1834 Returns a list: an empty list on success or a list of errors.
1838 sub suspend_unless_pkgpart {
1840 my (@pkgparts, %opt);
1841 if (ref($_[0]) eq 'HASH'){
1842 @pkgparts = @{$_[0]{pkgparts}};
1847 grep { $_->suspend(%opt) }
1848 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1849 $self->unsuspended_pkgs;
1852 =item cancel [ OPTION => VALUE ... ]
1854 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1856 Available options are:
1860 =item quiet - can be set true to supress email cancellation notices.
1862 =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.
1864 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
1868 Always returns a list: an empty list on success or a list of errors.
1873 my( $self, %opt ) = @_;
1875 warn "$me cancel called on customer ". $self->custnum. " with options ".
1876 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
1879 return ( 'access denied' )
1880 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
1882 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1884 #should try decryption (we might have the private key)
1885 # and if not maybe queue a job for the server that does?
1886 return ( "Can't (yet) ban encrypted credit cards" )
1887 if $self->is_encrypted($self->payinfo);
1889 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1890 my $error = $ban->insert;
1891 return ( $error ) if $error;
1895 my @pkgs = $self->ncancelled_pkgs;
1897 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
1898 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
1901 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
1904 sub _banned_pay_hashref {
1915 'payby' => $payby2ban{$self->payby},
1916 'payinfo' => md5_base64($self->payinfo),
1917 #don't ever *search* on reason! #'reason' =>
1923 Returns all notes (see L<FS::cust_main_note>) for this customer.
1930 qsearch( 'cust_main_note',
1931 { 'custnum' => $self->custnum },
1933 'ORDER BY _DATE DESC'
1939 Returns the agent (see L<FS::agent>) for this customer.
1945 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1948 =item bill_and_collect
1950 Cancels and suspends any packages due, generates bills, applies payments and
1953 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1955 Options are passed as name-value pairs. Currently available options are:
1961 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:
1965 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1969 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.
1973 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1977 If set true, re-charges setup fees.
1981 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)
1987 sub bill_and_collect {
1988 my( $self, %options ) = @_;
1994 #$options{actual_time} not $options{time} because freeside-daily -d is for
1995 #pre-printing invoices
1996 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
1997 $self->ncancelled_pkgs;
1999 foreach my $cust_pkg ( @cancel_pkgs ) {
2000 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2001 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2002 'reason_otaker' => $cpr->otaker
2006 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2007 " for custnum ". $self->custnum. ": $error"
2015 #$options{actual_time} not $options{time} because freeside-daily -d is for
2016 #pre-printing invoices
2019 && ( ( $_->part_pkg->is_prepaid
2021 && $_->bill < $options{actual_time}
2024 && $_->adjourn <= $options{actual_time}
2028 $self->ncancelled_pkgs;
2030 foreach my $cust_pkg ( @susp_pkgs ) {
2031 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2032 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2033 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2034 'reason_otaker' => $cpr->otaker
2039 warn "Error suspending package ". $cust_pkg->pkgnum.
2040 " for custnum ". $self->custnum. ": $error"
2048 my $error = $self->bill( %options );
2049 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2051 $self->apply_payments_and_credits;
2053 $error = $self->collect( %options );
2054 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2060 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2061 conjunction with the collect method by calling B<bill_and_collect>.
2063 If there is an error, returns the error, otherwise returns false.
2065 Options are passed as name-value pairs. Currently available options are:
2071 If set true, re-charges setup fees.
2075 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:
2079 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2083 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2085 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2089 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.
2096 my( $self, %options ) = @_;
2097 return '' if $self->payby eq 'COMP';
2098 warn "$me bill customer ". $self->custnum. "\n"
2101 my $time = $options{'time'} || time;
2104 local $SIG{HUP} = 'IGNORE';
2105 local $SIG{INT} = 'IGNORE';
2106 local $SIG{QUIT} = 'IGNORE';
2107 local $SIG{TERM} = 'IGNORE';
2108 local $SIG{TSTP} = 'IGNORE';
2109 local $SIG{PIPE} = 'IGNORE';
2111 my $oldAutoCommit = $FS::UID::AutoCommit;
2112 local $FS::UID::AutoCommit = 0;
2115 $self->select_for_update; #mutex
2117 my @cust_bill_pkg = ();
2120 # find the packages which are due for billing, find out how much they are
2121 # & generate invoice database.
2124 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2128 my @precommit_hooks = ();
2130 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2131 foreach my $cust_pkg (@cust_pkgs) {
2133 #NO!! next if $cust_pkg->cancel;
2134 next if $cust_pkg->getfield('cancel');
2136 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2138 #? to avoid use of uninitialized value errors... ?
2139 $cust_pkg->setfield('bill', '')
2140 unless defined($cust_pkg->bill);
2142 #my $part_pkg = $cust_pkg->part_pkg;
2144 my $real_pkgpart = $cust_pkg->pkgpart;
2145 my %hash = $cust_pkg->hash;
2147 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2149 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2152 $self->_make_lines( 'part_pkg' => $part_pkg,
2153 'cust_pkg' => $cust_pkg,
2154 'precommit_hooks' => \@precommit_hooks,
2155 'line_items' => \@cust_bill_pkg,
2156 'setup' => \$total_setup,
2157 'recur' => \$total_recur,
2158 'tax_matrix' => \%taxlisthash,
2160 'options' => \%options,
2163 $dbh->rollback if $oldAutoCommit;
2167 } #foreach my $part_pkg
2169 } #foreach my $cust_pkg
2171 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2172 #but do commit any package date cycling that happened
2173 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2177 my $postal_pkg = $self->charge_postal_fee();
2178 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2179 $dbh->rollback if $oldAutoCommit;
2180 return "can't charge postal invoice fee for customer ".
2181 $self->custnum. ": $postal_pkg";
2184 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2185 !$conf->exists('postal_invoice-recurring_only')
2189 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2191 $self->_make_lines( 'part_pkg' => $part_pkg,
2192 'cust_pkg' => $postal_pkg,
2193 'precommit_hooks' => \@precommit_hooks,
2194 'line_items' => \@cust_bill_pkg,
2195 'setup' => \$total_setup,
2196 'recur' => \$total_recur,
2197 'tax_matrix' => \%taxlisthash,
2199 'options' => \%options,
2202 $dbh->rollback if $oldAutoCommit;
2208 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2209 foreach my $tax ( keys %taxlisthash ) {
2210 my $tax_object = shift @{ $taxlisthash{$tax} };
2211 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2212 my $listref_or_error = $tax_object->taxline( @{ $taxlisthash{$tax} } );
2213 unless (ref($listref_or_error)) {
2214 $dbh->rollback if $oldAutoCommit;
2215 return $listref_or_error;
2217 unshift @{ $taxlisthash{$tax} }, $tax_object;
2219 warn "adding ". $listref_or_error->[1].
2220 " as ". $listref_or_error->[0]. "\n"
2222 $tax{ $tax_object->taxname } += $listref_or_error->[1];
2223 if ( $taxname{ $listref_or_error->[0] } ) {
2224 push @{ $taxname{ $listref_or_error->[0] } }, $tax_object->taxname;
2226 $taxname{ $listref_or_error->[0] } = [ $tax_object->taxname ];
2231 #some taxes are taxed
2234 warn "finding taxed taxes...\n" if $DEBUG > 2;
2235 foreach my $tax ( keys %taxlisthash ) {
2236 my $tax_object = shift @{ $taxlisthash{$tax} };
2237 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2239 next unless $tax_object->can('tax_on_tax');
2241 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2242 my $totname = ref( $tot ). ' '. $tot->taxnum;
2244 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2246 next unless exists( $taxlisthash{ $totname } ); # only increase
2248 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2249 if ( exists( $totlisthash{ $totname } ) ) {
2250 push @{ $totlisthash{ $totname } }, $tax{ $tax_object->taxname };
2252 $totlisthash{ $totname } = [ $tot, $tax{ $tax_object->taxname } ];
2257 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2258 foreach my $tax ( keys %totlisthash ) {
2259 my $tax_object = shift @{ $totlisthash{$tax} };
2260 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2262 my $listref_or_error = $tax_object->taxline( @{ $totlisthash{$tax} } );
2263 unless (ref($listref_or_error)) {
2264 $dbh->rollback if $oldAutoCommit;
2265 return $listref_or_error;
2268 warn "adding taxed tax amount ". $listref_or_error->[1].
2269 " as ". $tax_object->taxname. "\n"
2271 $tax{ $tax_object->taxname } += $listref_or_error->[1];
2274 #consolidate and create tax line items
2275 warn "consolidating and generating...\n" if $DEBUG > 2;
2276 foreach my $taxname ( keys %taxname ) {
2279 warn "adding $taxname\n" if $DEBUG > 1;
2280 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2281 $tax += $tax{$taxitem} unless $seen{$taxitem};
2282 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2286 $tax = sprintf('%.2f', $tax );
2287 $total_setup = sprintf('%.2f', $total_setup+$tax );
2289 push @cust_bill_pkg, new FS::cust_bill_pkg {
2295 'itemdesc' => $taxname,
2300 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2302 #create the new invoice
2303 my $cust_bill = new FS::cust_bill ( {
2304 'custnum' => $self->custnum,
2305 '_date' => ( $options{'invoice_time'} || $time ),
2306 'charged' => $charged,
2308 my $error = $cust_bill->insert;
2310 $dbh->rollback if $oldAutoCommit;
2311 return "can't create invoice for customer #". $self->custnum. ": $error";
2314 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2315 $cust_bill_pkg->invnum($cust_bill->invnum);
2316 my $error = $cust_bill_pkg->insert;
2318 $dbh->rollback if $oldAutoCommit;
2319 return "can't create invoice line item: $error";
2324 foreach my $hook ( @precommit_hooks ) {
2326 &{$hook}; #($self) ?
2329 $dbh->rollback if $oldAutoCommit;
2330 return "$@ running precommit hook $hook\n";
2334 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2340 my ($self, %params) = @_;
2342 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2343 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2344 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2345 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2346 my $total_setup = $params{setup} or die "no setup accumulator specified";
2347 my $total_recur = $params{recur} or die "no recur accumulator specified";
2348 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2349 my $time = $params{'time'} or die "no time specified";
2350 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2353 my $real_pkgpart = $cust_pkg->pkgpart;
2354 my %hash = $cust_pkg->hash;
2355 my $old_cust_pkg = new FS::cust_pkg \%hash;
2361 $cust_pkg->pkgpart($part_pkg->pkgpart);
2369 if ( ! $cust_pkg->setup &&
2371 ( $conf->exists('disable_setup_suspended_pkgs') &&
2372 ! $cust_pkg->getfield('susp')
2373 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2375 || $options{'resetup'}
2378 warn " bill setup\n" if $DEBUG > 1;
2381 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2382 return "$@ running calc_setup for $cust_pkg\n"
2385 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2387 $cust_pkg->setfield('setup', $time)
2388 unless $cust_pkg->setup;
2389 #do need it, but it won't get written to the db
2390 #|| $cust_pkg->pkgpart != $real_pkgpart;
2395 # bill recurring fee
2398 #XXX unit stuff here too
2402 if ( ! $cust_pkg->getfield('susp') and
2403 ( $part_pkg->getfield('freq') ne '0' &&
2404 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2406 || ( $part_pkg->plan eq 'voip_cdr'
2407 && $part_pkg->option('bill_every_call')
2411 # XXX should this be a package event? probably. events are called
2412 # at collection time at the moment, though...
2413 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2414 if $part_pkg->can('reset_usage');
2415 #don't want to reset usage just cause we want a line item??
2416 #&& $part_pkg->pkgpart == $real_pkgpart;
2418 warn " bill recur\n" if $DEBUG > 1;
2421 # XXX shared with $recur_prog
2422 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2424 #over two params! lets at least switch to a hashref for the rest...
2425 my $increment_next_bill = ( $part_pkg->freq ne '0'
2426 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2428 my %param = ( 'precommit_hooks' => $precommit_hooks,
2429 'increment_next_bill' => $increment_next_bill,
2432 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2433 return "$@ running calc_recur for $cust_pkg\n"
2436 if ( $increment_next_bill ) {
2438 #change this bit to use Date::Manip? CAREFUL with timezones (see
2439 # mailing list archive)
2440 my ($sec,$min,$hour,$mday,$mon,$year) =
2441 (localtime($sdate) )[0,1,2,3,4,5];
2443 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2444 # only for figuring next bill date, nothing else, so, reset $sdate again
2446 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2447 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2448 $cust_pkg->last_bill($sdate);
2450 if ( $part_pkg->freq =~ /^\d+$/ ) {
2451 $mon += $part_pkg->freq;
2452 until ( $mon < 12 ) { $mon -= 12; $year++; }
2453 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2455 $mday += $weeks * 7;
2456 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2459 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2463 return "unparsable frequency: ". $part_pkg->freq;
2465 $cust_pkg->setfield('bill',
2466 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2472 warn "\$setup is undefined" unless defined($setup);
2473 warn "\$recur is undefined" unless defined($recur);
2474 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2477 # If there's line items, create em cust_bill_pkg records
2478 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2483 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2484 # hmm.. and if just the options are modified in some weird price plan?
2486 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2489 my $error = $cust_pkg->replace( $old_cust_pkg,
2490 'options' => { $cust_pkg->options },
2492 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2493 if $error; #just in case
2496 $setup = sprintf( "%.2f", $setup );
2497 $recur = sprintf( "%.2f", $recur );
2498 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2499 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2501 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2502 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2505 if ( $setup != 0 || $recur != 0 ) {
2507 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2510 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2512 warn " adding customer package invoice detail: $_\n"
2513 foreach @cust_pkg_detail;
2515 push @details, @cust_pkg_detail;
2517 my $cust_bill_pkg = new FS::cust_bill_pkg {
2518 'pkgnum' => $cust_pkg->pkgnum,
2520 'unitsetup' => $unitsetup,
2522 'unitrecur' => $unitrecur,
2523 'quantity' => $cust_pkg->quantity,
2524 'details' => \@details,
2527 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2528 $cust_bill_pkg->sdate( $hash{last_bill} );
2529 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2530 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2531 $cust_bill_pkg->sdate( $sdate );
2532 $cust_bill_pkg->edate( $cust_pkg->bill );
2535 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2536 unless $part_pkg->pkgpart == $real_pkgpart;
2538 $$total_setup += $setup;
2539 $$total_recur += $recur;
2546 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2547 return $error if $error;
2549 push @$cust_bill_pkgs, $cust_bill_pkg;
2551 } #if $setup != 0 || $recur != 0
2561 my $part_pkg = shift;
2562 my $taxlisthash = shift;
2563 my $cust_bill_pkg = shift;
2564 my $cust_pkg = shift;
2566 my %cust_bill_pkg = ();
2570 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2575 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2576 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2577 push @classes, 'setup' if $cust_bill_pkg->setup;
2578 push @classes, 'recur' if $cust_bill_pkg->recur;
2580 if ( $conf->exists('enable_taxproducts')
2581 && (scalar($part_pkg->part_pkg_taxoverride) || $part_pkg->has_taxproduct)
2582 && ( $self->tax !~ /Y/i && $self->payby ne 'COMP' )
2586 foreach my $class (@classes) {
2587 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $prefix );
2588 return $err_or_ref unless ref($err_or_ref);
2589 $taxes{$class} = $err_or_ref;
2592 unless (exists $taxes{''}) {
2593 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $prefix );
2594 return $err_or_ref unless ref($err_or_ref);
2595 $taxes{''} = $err_or_ref;
2598 } elsif ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2600 my %taxhash = map { $_ => $self->get("$prefix$_") }
2601 qw( state county country );
2603 $taxhash{'taxclass'} = $part_pkg->taxclass;
2605 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2608 $taxhash{'taxclass'} = '';
2609 @taxes = qsearch( 'cust_main_county', \%taxhash );
2612 #one more try at a whole-country tax rate
2614 $taxhash{$_} = '' foreach qw( state county );
2615 @taxes = qsearch( 'cust_main_county', \%taxhash );
2618 $taxes{''} = [ @taxes ];
2619 $taxes{'setup'} = [ @taxes ];
2620 $taxes{'recur'} = [ @taxes ];
2621 $taxes{$_} = [ @taxes ] foreach (@classes);
2623 # maybe eliminate this entirely, along with all the 0% records
2626 "fatal: can't find tax rate for state/county/country/taxclass ".
2627 join('/', ( map $self->get("$prefix$_"),
2628 qw(state county country)
2630 $part_pkg->taxclass ). "\n";
2633 } #if $conf->exists('enable_taxproducts') ...
2636 if ( $conf->exists('separate_usage') ) {
2637 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2638 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2639 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2640 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2641 push @display, new FS::cust_bill_pkg_display { type => 'U',
2644 if ($section && $summary) {
2645 $display[2]->post_total('Y');
2646 push @display, new FS::cust_bill_pkg_display { type => 'U',
2651 $cust_bill_pkg->set('display', \@display);
2653 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2654 foreach my $key (keys %tax_cust_bill_pkg) {
2655 my @taxes = @{ $taxes{$key} || [] };
2656 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2658 foreach my $tax ( @taxes ) {
2659 my $taxname = ref( $tax ). ' '. $tax->taxnum;
2660 if ( exists( $taxlisthash->{ $taxname } ) ) {
2661 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2663 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2673 my $part_pkg = shift;
2678 my $geocode = $self->geocode('cch');
2680 my @taxclassnums = map { $_->taxclassnum }
2681 $part_pkg->part_pkg_taxoverride($class);
2683 unless (@taxclassnums) {
2684 @taxclassnums = map { $_->taxclassnum }
2685 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2687 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2692 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2694 @taxes = qsearch({ 'table' => 'tax_rate',
2695 'hashref' => { 'geocode' => $geocode, },
2696 'extra_sql' => $extra_sql,
2698 if scalar(@taxclassnums);
2700 # maybe eliminate this entirely, along with all the 0% records
2703 "fatal: can't find tax rate for zip/taxproduct/pkgpart ".
2704 join('/', ( map $self->get("$prefix$_"),
2707 $part_pkg->taxproduct_description,
2708 $part_pkg->pkgpart ). "\n";
2711 warn "Found taxes ".
2712 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2719 =item collect OPTIONS
2721 (Attempt to) collect money for this customer's outstanding invoices (see
2722 L<FS::cust_bill>). Usually used after the bill method.
2724 Actions are now triggered by billing events; see L<FS::part_event> and the
2725 billing events web interface. Old-style invoice events (see
2726 L<FS::part_bill_event>) have been deprecated.
2728 If there is an error, returns the error, otherwise returns false.
2730 Options are passed as name-value pairs.
2732 Currently available options are:
2738 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.
2742 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
2746 set true to surpress email card/ACH decline notices.
2750 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2754 allows for one time override of normal customer billing method
2758 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)
2766 my( $self, %options ) = @_;
2767 my $invoice_time = $options{'invoice_time'} || time;
2770 local $SIG{HUP} = 'IGNORE';
2771 local $SIG{INT} = 'IGNORE';
2772 local $SIG{QUIT} = 'IGNORE';
2773 local $SIG{TERM} = 'IGNORE';
2774 local $SIG{TSTP} = 'IGNORE';
2775 local $SIG{PIPE} = 'IGNORE';
2777 my $oldAutoCommit = $FS::UID::AutoCommit;
2778 local $FS::UID::AutoCommit = 0;
2781 $self->select_for_update; #mutex
2784 my $balance = $self->balance;
2785 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2788 if ( exists($options{'retry_card'}) ) {
2789 carp 'retry_card option passed to collect is deprecated; use retry';
2790 $options{'retry'} ||= $options{'retry_card'};
2792 if ( exists($options{'retry'}) && $options{'retry'} ) {
2793 my $error = $self->retry_realtime;
2795 $dbh->rollback if $oldAutoCommit;
2800 # false laziness w/pay_batch::import_results
2802 my $due_cust_event = $self->due_cust_event(
2803 'debug' => ( $options{'debug'} || 0 ),
2804 'time' => $invoice_time,
2805 'check_freq' => $options{'check_freq'},
2807 unless( ref($due_cust_event) ) {
2808 $dbh->rollback if $oldAutoCommit;
2809 return $due_cust_event;
2812 foreach my $cust_event ( @$due_cust_event ) {
2816 #re-eval event conditions (a previous event could have changed things)
2817 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
2818 #don't leave stray "new/locked" records around
2819 my $error = $cust_event->delete;
2821 #gah, even with transactions
2822 $dbh->commit if $oldAutoCommit; #well.
2829 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2830 warn " running cust_event ". $cust_event->eventnum. "\n"
2834 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
2835 if ( my $error = $cust_event->do_event() ) {
2836 #XXX wtf is this? figure out a proper dealio with return value
2838 # gah, even with transactions.
2839 $dbh->commit if $oldAutoCommit; #well.
2846 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2851 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
2853 Inserts database records for and returns an ordered listref of new events due
2854 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2855 events are due, an empty listref is returned. If there is an error, returns a
2856 scalar error message.
2858 To actually run the events, call each event's test_condition method, and if
2859 still true, call the event's do_event method.
2861 Options are passed as a hashref or as a list of name-value pairs. Available
2868 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2872 "Current time" for the events.
2876 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2880 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2884 Explicitly pass the objects to be tested (typically used with eventtable).
2890 sub due_cust_event {
2892 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2895 #my $DEBUG = $opt{'debug'}
2896 local($DEBUG) = $opt{'debug'}
2897 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
2899 warn "$me due_cust_event called with options ".
2900 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2903 $opt{'time'} ||= time;
2905 local $SIG{HUP} = 'IGNORE';
2906 local $SIG{INT} = 'IGNORE';
2907 local $SIG{QUIT} = 'IGNORE';
2908 local $SIG{TERM} = 'IGNORE';
2909 local $SIG{TSTP} = 'IGNORE';
2910 local $SIG{PIPE} = 'IGNORE';
2912 my $oldAutoCommit = $FS::UID::AutoCommit;
2913 local $FS::UID::AutoCommit = 0;
2916 $self->select_for_update; #mutex
2919 # 1: find possible events (initial search)
2922 my @cust_event = ();
2924 my @eventtable = $opt{'eventtable'}
2925 ? ( $opt{'eventtable'} )
2926 : FS::part_event->eventtables_runorder;
2928 foreach my $eventtable ( @eventtable ) {
2931 if ( $opt{'objects'} ) {
2933 @objects = @{ $opt{'objects'} };
2937 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
2938 @objects = ( $eventtable eq 'cust_main' )
2940 : ( $self->$eventtable() );
2944 my @e_cust_event = ();
2946 my $cross = "CROSS JOIN $eventtable";
2947 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2948 unless $eventtable eq 'cust_main';
2950 foreach my $object ( @objects ) {
2952 #this first search uses the condition_sql magic for optimization.
2953 #the more possible events we can eliminate in this step the better
2955 my $cross_where = '';
2956 my $pkey = $object->primary_key;
2957 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2959 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
2961 FS::part_event_condition->where_conditions_sql( $eventtable,
2962 'time'=>$opt{'time'}
2964 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2966 $extra_sql = "AND $extra_sql" if $extra_sql;
2968 #here is the agent virtualization
2969 $extra_sql .= " AND ( part_event.agentnum IS NULL
2970 OR part_event.agentnum = ". $self->agentnum. ' )';
2972 $extra_sql .= " $order";
2974 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2975 if $opt{'debug'} > 2;
2976 my @part_event = qsearch( {
2977 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2978 'select' => 'part_event.*',
2979 'table' => 'part_event',
2980 'addl_from' => "$cross $join",
2981 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
2982 'eventtable' => $eventtable,
2985 'extra_sql' => "AND $cross_where $extra_sql",
2989 my $pkey = $object->primary_key;
2990 warn " ". scalar(@part_event).
2991 " possible events found for $eventtable ". $object->$pkey(). "\n";
2994 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
2998 warn " ". scalar(@e_cust_event).
2999 " subtotal possible cust events found for $eventtable\n"
3002 push @cust_event, @e_cust_event;
3006 warn " ". scalar(@cust_event).
3007 " total possible cust events found in initial search\n"
3011 # 2: test conditions
3016 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3017 'stats_hashref' => \%unsat ),
3020 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3023 warn " invalid conditions not eliminated with condition_sql:\n".
3024 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3031 unless( $opt{testonly} ) {
3032 foreach my $cust_event ( @cust_event ) {
3034 my $error = $cust_event->insert();
3036 $dbh->rollback if $oldAutoCommit;
3043 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3049 warn " returning events: ". Dumper(@cust_event). "\n"
3056 =item retry_realtime
3058 Schedules realtime / batch credit card / electronic check / LEC billing
3059 events for for retry. Useful if card information has changed or manual
3060 retry is desired. The 'collect' method must be called to actually retry
3063 Implementation details: For either this customer, or for each of this
3064 customer's open invoices, changes the status of the first "done" (with
3065 statustext error) realtime processing event to "failed".
3069 sub retry_realtime {
3072 local $SIG{HUP} = 'IGNORE';
3073 local $SIG{INT} = 'IGNORE';
3074 local $SIG{QUIT} = 'IGNORE';
3075 local $SIG{TERM} = 'IGNORE';
3076 local $SIG{TSTP} = 'IGNORE';
3077 local $SIG{PIPE} = 'IGNORE';
3079 my $oldAutoCommit = $FS::UID::AutoCommit;
3080 local $FS::UID::AutoCommit = 0;
3083 #a little false laziness w/due_cust_event (not too bad, really)
3085 my $join = FS::part_event_condition->join_conditions_sql;
3086 my $order = FS::part_event_condition->order_conditions_sql;
3089 . join ( ' OR ' , map {
3090 "( part_event.eventtable = " . dbh->quote($_)
3091 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3092 } FS::part_event->eventtables)
3095 #here is the agent virtualization
3096 my $agent_virt = " ( part_event.agentnum IS NULL
3097 OR part_event.agentnum = ". $self->agentnum. ' )';
3099 #XXX this shouldn't be hardcoded, actions should declare it...
3100 my @realtime_events = qw(
3101 cust_bill_realtime_card
3102 cust_bill_realtime_check
3103 cust_bill_realtime_lec
3107 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3112 my @cust_event = qsearchs({
3113 'table' => 'cust_event',
3114 'select' => 'cust_event.*',
3115 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3116 'hashref' => { 'status' => 'done' },
3117 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3118 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3121 my %seen_invnum = ();
3122 foreach my $cust_event (@cust_event) {
3124 #max one for the customer, one for each open invoice
3125 my $cust_X = $cust_event->cust_X;
3126 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3130 or $cust_event->part_event->eventtable eq 'cust_bill'
3133 my $error = $cust_event->retry;
3135 $dbh->rollback if $oldAutoCommit;
3136 return "error scheduling event for retry: $error";
3141 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3146 =item realtime_collect [ OPTION => VALUE ... ]
3148 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3149 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
3150 gateway. See L<http://420.am/business-onlinepayment> and
3151 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
3153 On failure returns an error message.
3155 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.
3157 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3159 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
3160 then it is deduced from the customer record.
3162 If no I<amount> is specified, then the customer balance is used.
3164 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3165 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3166 if set, will override the value from the customer record.
3168 I<description> is a free-text field passed to the gateway. It defaults to
3169 "Internet services".
3171 If an I<invnum> is specified, this payment (if successful) is applied to the
3172 specified invoice. If you don't specify an I<invnum> you might want to
3173 call the B<apply_payments> method.
3175 I<quiet> can be set true to surpress email decline notices.
3177 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3178 resulting paynum, if any.
3180 I<payunique> is a unique identifier for this payment.
3184 sub realtime_collect {
3185 my( $self, %options ) = @_;
3187 warn "$me realtime_collect:\n";
3188 warn " $_ => $options{$_}\n" foreach keys %options;
3191 $options{'description'} ||= 'Internet services';
3193 my $payinfo = exists($options{'payinfo'})
3194 ? $options{'payinfo'}
3197 my $invnum = exists($options{'invnum'})
3198 ? $options{'invnum'}
3201 my $amount = exists($options{'amount'})
3202 ? $options{'amount'}
3205 my $method = exists($options{'method'})
3206 ? $options{'method'}
3207 : FS::payby->payby2bop($self->payby);
3210 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3212 my %method2payby = (
3222 my $payment_gateway = $self->agent->payment_gateway( 'method' => $method,
3223 'invnum' => $invnum,
3224 'payinfo' => $payinfo,
3226 my $namespace = $payment_gateway->gateway_namespace;
3232 if ($namespace eq 'Business::OnlineThirdPartyPayment') {
3234 #return $self->realtime_botpp($method, $amount, %options);
3236 my $transref = time; # pay unique too long; use pay_pending primary key?
3237 my $amt = $amount; $amt =~ s/\.//; # is amount always %.2f?
3238 return { popup_url => "https://webpay.interswitchng.com/webpay_pilot/purchase.aspx?CADPID=ISW&MERTID=ZIB030010000005&TXNREF=$transref&AMT=$amount&TRANTYPE=00",
3239 reference => $invnum,
3243 }elsif ($namespace eq '' || $namespace eq 'Business::OnlinePayment') {
3244 return $self->realtime_bop($method, $amount, %options);
3249 return 'Fatal - unknown type of payment processor';
3252 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3254 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3255 via a Business::OnlinePayment realtime gateway. See
3256 L<http://420.am/business-onlinepayment> for supported gateways.
3258 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3260 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3262 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3263 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3264 if set, will override the value from the customer record.
3266 I<description> is a free-text field passed to the gateway. It defaults to
3267 "Internet services".
3269 If an I<invnum> is specified, this payment (if successful) is applied to the
3270 specified invoice. If you don't specify an I<invnum> you might want to
3271 call the B<apply_payments> method.
3273 I<quiet> can be set true to surpress email decline notices.
3275 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3276 resulting paynum, if any.
3278 I<payunique> is a unique identifier for this payment.
3280 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3285 my( $self, $method, $amount, %options ) = @_;
3287 warn "$me realtime_bop: $method $amount\n";
3288 warn " $_ => $options{$_}\n" foreach keys %options;
3291 $options{'description'} ||= 'Internet services';
3293 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3295 eval "use Business::OnlinePayment";
3298 my $payinfo = exists($options{'payinfo'})
3299 ? $options{'payinfo'}
3302 my $invnum = exists($options{'invnum'})
3303 ? $options{'invnum'}
3306 my %method2payby = (
3313 # check for banned credit card/ACH
3316 my $ban = qsearchs('banned_pay', {
3317 'payby' => $method2payby{$method},
3318 'payinfo' => md5_base64($payinfo),
3320 return "Banned credit card" if $ban;
3326 my $payment_gateway = $self->agent->payment_gateway( 'method' => $method,
3327 'invnum' => $invnum,
3328 'payinfo' => $payinfo,
3330 my( $namespace, $processor, $login, $password, $action ) =
3331 map { my $method = "gateway_$_"; $payment_gateway->$method }
3332 qw( namespace processor login password action );
3334 my @bop_options = $payment_gateway->gatewaynum
3335 ? $payment_gateway->options
3336 : @{ $payment_gateway->get('options') };
3342 my $address = exists($options{'address1'})
3343 ? $options{'address1'}
3345 my $address2 = exists($options{'address2'})
3346 ? $options{'address2'}
3348 $address .= ", ". $address2 if length($address2);
3350 my $o_payname = exists($options{'payname'})
3351 ? $options{'payname'}
3353 my($payname, $payfirst, $paylast);
3354 if ( $o_payname && $method ne 'ECHECK' ) {
3355 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3356 or return "Illegal payname $payname";
3357 ($payfirst, $paylast) = ($1, $2);
3359 $payfirst = $self->getfield('first');
3360 $paylast = $self->getfield('last');
3361 $payname = "$payfirst $paylast";
3364 my @invoicing_list = $self->invoicing_list_emailonly;
3365 if ( $conf->exists('emailinvoiceautoalways')
3366 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3367 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3368 push @invoicing_list, $self->all_emails;
3371 my $email = ($conf->exists('business-onlinepayment-email-override'))
3372 ? $conf->config('business-onlinepayment-email-override')
3373 : $invoicing_list[0];
3377 my $payip = exists($options{'payip'})
3380 $content{customer_ip} = $payip
3383 $content{invoice_number} = $options{'invnum'}
3384 if exists($options{'invnum'}) && length($options{'invnum'});
3386 $content{email_customer} =
3387 ( $conf->exists('business-onlinepayment-email_customer')
3388 || $conf->exists('business-onlinepayment-email-override') );
3391 if ( $method eq 'CC' ) {
3393 $content{card_number} = $payinfo;
3394 $paydate = exists($options{'paydate'})
3395 ? $options{'paydate'}
3397 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3398 $content{expiration} = "$2/$1";
3400 my $paycvv = exists($options{'paycvv'})
3401 ? $options{'paycvv'}
3403 $content{cvv2} = $paycvv
3406 my $paystart_month = exists($options{'paystart_month'})
3407 ? $options{'paystart_month'}
3408 : $self->paystart_month;
3410 my $paystart_year = exists($options{'paystart_year'})
3411 ? $options{'paystart_year'}
3412 : $self->paystart_year;
3414 $content{card_start} = "$paystart_month/$paystart_year"
3415 if $paystart_month && $paystart_year;
3417 my $payissue = exists($options{'payissue'})
3418 ? $options{'payissue'}
3420 $content{issue_number} = $payissue if $payissue;
3422 $content{recurring_billing} = 'YES'
3423 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3425 'payinfo' => $payinfo,
3427 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3429 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3433 } elsif ( $method eq 'ECHECK' ) {
3434 ( $content{account_number}, $content{routing_code} ) =
3435 split('@', $payinfo);
3436 $content{bank_name} = $o_payname;
3437 $content{bank_state} = exists($options{'paystate'})
3438 ? $options{'paystate'}
3439 : $self->getfield('paystate');
3440 $content{account_type} = exists($options{'paytype'})
3441 ? uc($options{'paytype'}) || 'CHECKING'
3442 : uc($self->getfield('paytype')) || 'CHECKING';
3443 $content{account_name} = $payname;
3444 $content{customer_org} = $self->company ? 'B' : 'I';
3445 $content{state_id} = exists($options{'stateid'})
3446 ? $options{'stateid'}
3447 : $self->getfield('stateid');
3448 $content{state_id_state} = exists($options{'stateid_state'})
3449 ? $options{'stateid_state'}
3450 : $self->getfield('stateid_state');
3451 $content{customer_ssn} = exists($options{'ss'})
3454 } elsif ( $method eq 'LEC' ) {
3455 $content{phone} = $payinfo;
3459 # run transaction(s)
3462 my $balance = exists( $options{'balance'} )
3463 ? $options{'balance'}
3466 $self->select_for_update; #mutex ... just until we get our pending record in
3468 #the checks here are intended to catch concurrent payments
3469 #double-form-submission prevention is taken care of in cust_pay_pending::check
3472 return "The customer's balance has changed; $method transaction aborted."
3473 if $self->balance < $balance;
3474 #&& $self->balance < $amount; #might as well anyway?
3476 #also check and make sure there aren't *other* pending payments for this cust
3478 my @pending = qsearch('cust_pay_pending', {
3479 'custnum' => $self->custnum,
3480 'status' => { op=>'!=', value=>'done' }
3482 return "A payment is already being processed for this customer (".
3483 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3484 "); $method transaction aborted."
3485 if scalar(@pending);
3487 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3489 my $cust_pay_pending = new FS::cust_pay_pending {
3490 'custnum' => $self->custnum,
3491 #'invnum' => $options{'invnum'},
3494 'payby' => $method2payby{$method},
3495 'payinfo' => $payinfo,
3496 'paydate' => $paydate,
3498 'gatewaynum' => $payment_gateway->gatewaynum || '',
3500 $cust_pay_pending->payunique( $options{payunique} )
3501 if defined($options{payunique}) && length($options{payunique});
3502 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3503 return $cpp_new_err if $cpp_new_err;
3505 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3507 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3508 $transaction->content(
3511 'password' => $password,
3512 'action' => $action1,
3513 'description' => $options{'description'},
3514 'amount' => $amount,
3515 #'invoice_number' => $options{'invnum'},
3516 'customer_id' => $self->custnum,
3517 'last_name' => $paylast,
3518 'first_name' => $payfirst,
3520 'address' => $address,
3521 'city' => ( exists($options{'city'})
3524 'state' => ( exists($options{'state'})
3527 'zip' => ( exists($options{'zip'})
3530 'country' => ( exists($options{'country'})
3531 ? $options{'country'}
3533 'referer' => 'http://cleanwhisker.420.am/',
3535 'phone' => $self->daytime || $self->night,
3539 $cust_pay_pending->status('pending');
3540 my $cpp_pending_err = $cust_pay_pending->replace;
3541 return $cpp_pending_err if $cpp_pending_err;
3544 my $BOP_TESTING = 0;
3545 my $BOP_TESTING_SUCCESS = 1;
3547 unless ( $BOP_TESTING ) {
3548 $transaction->submit();
3550 if ( $BOP_TESTING_SUCCESS ) {
3551 $transaction->is_success(1);
3552 $transaction->authorization('fake auth');
3554 $transaction->is_success(0);
3555 $transaction->error_message('fake failure');
3559 if ( $transaction->is_success() && $action2 ) {
3561 $cust_pay_pending->status('authorized');
3562 my $cpp_authorized_err = $cust_pay_pending->replace;
3563 return $cpp_authorized_err if $cpp_authorized_err;
3565 my $auth = $transaction->authorization;
3566 my $ordernum = $transaction->can('order_number')
3567 ? $transaction->order_number
3571 new Business::OnlinePayment( $processor, @bop_options );
3578 password => $password,
3579 order_number => $ordernum,
3581 authorization => $auth,
3582 description => $options{'description'},
3585 foreach my $field (qw( authorization_source_code returned_ACI
3586 transaction_identifier validation_code
3587 transaction_sequence_num local_transaction_date
3588 local_transaction_time AVS_result_code )) {
3589 $capture{$field} = $transaction->$field() if $transaction->can($field);
3592 $capture->content( %capture );
3596 unless ( $capture->is_success ) {
3597 my $e = "Authorization successful but capture failed, custnum #".
3598 $self->custnum. ': '. $capture->result_code.
3599 ": ". $capture->error_message;
3606 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3607 my $cpp_captured_err = $cust_pay_pending->replace;
3608 return $cpp_captured_err if $cpp_captured_err;
3611 # remove paycvv after initial transaction
3614 #false laziness w/misc/process/payment.cgi - check both to make sure working
3616 if ( defined $self->dbdef_table->column('paycvv')
3617 && length($self->paycvv)
3618 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3620 my $error = $self->remove_cvv;
3622 warn "WARNING: error removing cvv: $error\n";
3630 if ( $transaction->is_success() ) {
3633 if ( $payment_gateway->gatewaynum ) { # agent override
3634 $paybatch = $payment_gateway->gatewaynum. '-';
3637 $paybatch .= "$processor:". $transaction->authorization;
3639 $paybatch .= ':'. $transaction->order_number
3640 if $transaction->can('order_number')
3641 && length($transaction->order_number);
3643 my $cust_pay = new FS::cust_pay ( {
3644 'custnum' => $self->custnum,
3645 'invnum' => $options{'invnum'},
3648 'payby' => $method2payby{$method},
3649 'payinfo' => $payinfo,
3650 'paybatch' => $paybatch,
3651 'paydate' => $paydate,
3653 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3654 $cust_pay->payunique( $options{payunique} )
3655 if defined($options{payunique}) && length($options{payunique});
3657 my $oldAutoCommit = $FS::UID::AutoCommit;
3658 local $FS::UID::AutoCommit = 0;
3661 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3663 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3666 $cust_pay->invnum(''); #try again with no specific invnum
3667 my $error2 = $cust_pay->insert( $options{'manual'} ?
3668 ( 'manual' => 1 ) : ()
3671 # gah. but at least we have a record of the state we had to abort in
3672 # from cust_pay_pending now.
3673 my $e = "WARNING: $method captured but payment not recorded - ".
3674 "error inserting payment ($processor): $error2".
3675 " (previously tried insert with invnum #$options{'invnum'}" .
3676 ": $error ) - pending payment saved as paypendingnum ".
3677 $cust_pay_pending->paypendingnum. "\n";
3683 if ( $options{'paynum_ref'} ) {
3684 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3687 $cust_pay_pending->status('done');
3688 $cust_pay_pending->statustext('captured');
3689 my $cpp_done_err = $cust_pay_pending->replace;
3691 if ( $cpp_done_err ) {
3693 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3694 my $e = "WARNING: $method captured but payment not recorded - ".
3695 "error updating status for paypendingnum ".
3696 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3702 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3703 return ''; #no error
3709 my $perror = "$processor error: ". $transaction->error_message;
3711 unless ( $transaction->error_message ) {
3714 if ( $transaction->can('response_page') ) {
3716 'page' => ( $transaction->can('response_page')
3717 ? $transaction->response_page
3720 'code' => ( $transaction->can('response_code')
3721 ? $transaction->response_code
3724 'headers' => ( $transaction->can('response_headers')
3725 ? $transaction->response_headers
3731 "No additional debugging information available for $processor";
3734 $perror .= "No error_message returned from $processor -- ".
3735 ( ref($t_response) ? Dumper($t_response) : $t_response );
3739 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3740 && $conf->exists('emaildecline')
3741 && grep { $_ ne 'POST' } $self->invoicing_list
3742 && ! grep { $transaction->error_message =~ /$_/ }
3743 $conf->config('emaildecline-exclude')
3745 my @templ = $conf->config('declinetemplate');
3746 my $template = new Text::Template (
3748 SOURCE => [ map "$_\n", @templ ],
3749 ) or return "($perror) can't create template: $Text::Template::ERROR";
3750 $template->compile()
3751 or return "($perror) can't compile template: $Text::Template::ERROR";
3753 my $templ_hash = { error => $transaction->error_message };
3755 my $error = send_email(
3756 'from' => $conf->config('invoice_from'),
3757 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3758 'subject' => 'Your payment could not be processed',
3759 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3762 $perror .= " (also received error sending decline notification: $error)"
3767 $cust_pay_pending->status('done');
3768 $cust_pay_pending->statustext("declined: $perror");
3769 my $cpp_done_err = $cust_pay_pending->replace;
3770 if ( $cpp_done_err ) {
3771 my $e = "WARNING: $method declined but pending payment not resolved - ".
3772 "error updating status for paypendingnum ".
3773 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3775 $perror = "$e ($perror)";
3788 my( $self, $method, $amount, %options ) = @_;
3790 if ( $options{'fake_failure'} ) {
3791 return "Error: No error; test failure requested with fake_failure";
3794 my %method2payby = (
3801 #if ( $payment_gateway->gatewaynum ) { # agent override
3802 # $paybatch = $payment_gateway->gatewaynum. '-';
3805 #$paybatch .= "$processor:". $transaction->authorization;
3807 #$paybatch .= ':'. $transaction->order_number
3808 # if $transaction->can('order_number')
3809 # && length($transaction->order_number);
3811 my $paybatch = 'FakeProcessor:54:32';
3813 my $cust_pay = new FS::cust_pay ( {
3814 'custnum' => $self->custnum,
3815 'invnum' => $options{'invnum'},
3818 'payby' => $method2payby{$method},
3819 #'payinfo' => $payinfo,
3820 'payinfo' => '4111111111111111',
3821 'paybatch' => $paybatch,
3822 #'paydate' => $paydate,
3823 'paydate' => '2012-05-01',
3825 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
3827 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3830 $cust_pay->invnum(''); #try again with no specific invnum
3831 my $error2 = $cust_pay->insert( $options{'manual'} ?
3832 ( 'manual' => 1 ) : ()
3835 # gah, even with transactions.
3836 my $e = 'WARNING: Card/ACH debited but database not updated - '.
3837 "error inserting (fake!) payment: $error2".
3838 " (previously tried insert with invnum #$options{'invnum'}" .
3845 if ( $options{'paynum_ref'} ) {
3846 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3849 return ''; #no error
3853 =item realtime_botpp AMOUNT [ OPTION => VALUE ... ]
3855 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3856 via a Business::OnlineThirdPartyPayment realtime gateway. See
3857 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
3859 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3861 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3862 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3863 if set, will override the value from the customer record.
3865 I<description> is a free-text field passed to the gateway. It defaults to
3866 "Internet services".
3868 If an I<invnum> is specified, this payment (if successful) is applied to the
3869 specified invoice. If you don't specify an I<invnum> you might want to
3870 call the B<apply_payments> method.
3872 I<quiet> can be set true to surpress email decline notices.
3874 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3875 resulting paynum, if any.
3877 I<payunique> is a unique identifier for this payment.
3881 sub realtime_botpp {
3882 my( $self, $method, $amount, %options ) = @_;
3884 warn "$me realtime_botpp: $amount\n";
3885 warn " $_ => $options{$_}\n" foreach keys %options;
3888 $options{'description'} ||= 'Internet services';
3890 return $self->fake_bop("CC", $amount, %options) if $options{'fake'};
3892 eval "use Business::OnlineThirdPartyPayment";
3895 #my $payinfo = exists($options{'payinfo'})
3896 # ? $options{'payinfo'}
3899 my $invnum = exists($options{'invnum'})
3900 ? $options{'invnum'}
3903 my %method2payby = (
3913 my $payment_gateway = $self->agent->payment_gateway( 'method' => $method,
3914 'invnum' => $invnum,
3915 #'payinfo' => $payinfo,
3917 my( $namespace, $processor, $login, $password, $action ) =
3918 map { my $method = "gateway_$_"; $payment_gateway->$method }
3919 qw( namespace processor login password action );
3921 my @botpp_options = $payment_gateway->gatewaynum
3922 ? $payment_gateway->options
3923 : @{ $payment_gateway->get('options') };
3929 my $address = exists($options{'address1'})
3930 ? $options{'address1'}
3932 my $address2 = exists($options{'address2'})
3933 ? $options{'address2'}
3935 $address .= ", ". $address2 if length($address2);
3937 my $o_payname = exists($options{'payname'})
3938 ? $options{'payname'}
3940 my($payname, $payfirst, $paylast);
3941 if ( $o_payname && $method ne 'ECHECK' ) {
3942 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3943 or return "Illegal payname $payname";
3944 ($payfirst, $paylast) = ($1, $2);
3946 $payfirst = $self->getfield('first');
3947 $paylast = $self->getfield('last');
3948 $payname = "$payfirst $paylast";
3951 my @invoicing_list = $self->invoicing_list_emailonly;
3952 if ( $conf->exists('emailinvoiceautoalways')
3953 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3954 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3955 push @invoicing_list, $self->all_emails;
3958 my $email = ($conf->exists('business-onlinepayment-email-override'))
3959 ? $conf->config('business-onlinepayment-email-override')
3960 : $invoicing_list[0];
3964 $content{invoice_number} = $options{'invnum'}
3965 if exists($options{'invnum'}) && length($options{'invnum'});
3967 $content{email_customer} =
3968 ( $conf->exists('business-onlinepayment-email_customer')
3969 || $conf->exists('business-onlinepayment-email-override') );
3973 #$paydate = exists($options{'paydate'})
3974 # ? $options{'paydate'}
3976 #$paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3978 #$content{recurring_billing} = 'YES'
3979 # if qsearch('cust_pay', { 'custnum' => $self->custnum,
3980 # 'payby' => 'CARD',
3981 # 'payinfo' => $payinfo,
3983 # || qsearch('cust_pay', { 'custnum' => $self->custnum,
3984 # 'payby' => 'CARD',
3985 # 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3989 # run transaction(s)
3992 my $balance = exists( $options{'balance'} )
3993 ? $options{'balance'}
3996 $self->select_for_update; #mutex ... just until we get our pending record in
3998 #the checks here are intended to catch concurrent payments
3999 #double-form-submission prevention is taken care of in cust_pay_pending::check
4002 return "The customer's balance has changed; $method transaction aborted."
4003 if $self->balance < $balance;
4004 #&& $self->balance < $amount; #might as well anyway?
4006 #also check and make sure there aren't *other* pending payments for this cust
4008 my @pending = qsearch('cust_pay_pending', {
4009 'custnum' => $self->custnum,
4010 'status' => { op=>'!=', value=>'done' }
4012 return "A payment is already being processed for this customer (".
4013 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4014 "); $method transaction aborted."
4015 if scalar(@pending);
4017 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4019 my $cust_pay_pending = new FS::cust_pay_pending {
4020 'custnum' => $self->custnum,
4021 #'invnum' => $options{'invnum'},
4024 'payby' => $method2payby{$method},
4025 #'payinfo' => $payinfo,
4026 'paydate' => $paydate,
4028 'gatewaynum' => $payment_gateway->gatewaynum || '',
4030 $cust_pay_pending->payunique( $options{payunique} )
4031 if defined($options{payunique}) && length($options{payunique});
4032 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4033 return $cpp_new_err if $cpp_new_err;
4035 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4037 my $transaction = new Business::OnlineThirdPartyPayment( $processor, @botpp_options );
4038 $transaction->content(
4041 'password' => $password,
4042 'action' => $action1,
4043 'description' => $options{'description'},
4044 'amount' => $amount,
4045 #'invoice_number' => $options{'invnum'},
4046 'customer_id' => $self->custnum,
4047 'last_name' => $paylast,
4048 'first_name' => $payfirst,
4050 'address' => $address,
4051 'city' => ( exists($options{'city'})
4054 'state' => ( exists($options{'state'})
4057 'zip' => ( exists($options{'zip'})
4060 'country' => ( exists($options{'country'})
4061 ? $options{'country'}
4063 'referer' => 'http://cleanwhisker.420.am/',
4065 'phone' => $self->daytime || $self->night,
4069 $cust_pay_pending->status('pending');
4070 my $cpp_pending_err = $cust_pay_pending->replace;
4071 return $cpp_pending_err if $cpp_pending_err;
4074 my $BOP_TESTING = 0;
4075 my $BOP_TESTING_SUCCESS = 1;
4077 unless ( $BOP_TESTING ) {
4078 $transaction->submit();
4080 if ( $BOP_TESTING_SUCCESS ) {
4081 $transaction->is_success(1);
4082 $transaction->authorization('fake auth');
4084 $transaction->is_success(0);
4085 $transaction->error_message('fake failure');
4089 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4090 my $cpp_captured_err = $cust_pay_pending->replace;
4091 return $cpp_captured_err if $cpp_captured_err;
4097 if ( $transaction->is_success() ) {
4100 if ( $payment_gateway->gatewaynum ) { # agent override
4101 $paybatch = $payment_gateway->gatewaynum. '-';
4104 $paybatch .= "$processor:". $transaction->authorization;
4106 $paybatch .= ':'. $transaction->order_number
4107 if $transaction->can('order_number')
4108 && length($transaction->order_number);
4110 my $cust_pay = new FS::cust_pay ( {
4111 'custnum' => $self->custnum,
4112 'invnum' => $options{'invnum'},
4115 'payby' => $method2payby{$method},
4116 #'payinfo' => $payinfo,
4117 'paybatch' => $paybatch,
4118 'paydate' => $paydate,
4120 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4121 $cust_pay->payunique( $options{payunique} )
4122 if defined($options{payunique}) && length($options{payunique});
4124 my $oldAutoCommit = $FS::UID::AutoCommit;
4125 local $FS::UID::AutoCommit = 0;
4128 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4130 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4133 $cust_pay->invnum(''); #try again with no specific invnum
4134 my $error2 = $cust_pay->insert( $options{'manual'} ?
4135 ( 'manual' => 1 ) : ()
4138 # gah. but at least we have a record of the state we had to abort in
4139 # from cust_pay_pending now.
4140 my $e = "WARNING: $method captured but payment not recorded - ".
4141 "error inserting payment ($processor): $error2".
4142 " (previously tried insert with invnum #$options{'invnum'}" .
4143 ": $error ) - pending payment saved as paypendingnum ".
4144 $cust_pay_pending->paypendingnum. "\n";
4150 if ( $options{'paynum_ref'} ) {
4151 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4154 $cust_pay_pending->status('done');
4155 $cust_pay_pending->statustext('captured');
4156 my $cpp_done_err = $cust_pay_pending->replace;
4158 if ( $cpp_done_err ) {
4160 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4161 my $e = "WARNING: $method captured but payment not recorded - ".
4162 "error updating status for paypendingnum ".
4163 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4169 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4170 return ''; #no error
4176 my $perror = "$processor error: ". $transaction->error_message;
4178 unless ( $transaction->error_message ) {
4181 if ( $transaction->can('response_page') ) {
4183 'page' => ( $transaction->can('response_page')
4184 ? $transaction->response_page
4187 'code' => ( $transaction->can('response_code')
4188 ? $transaction->response_code
4191 'headers' => ( $transaction->can('response_headers')
4192 ? $transaction->response_headers
4198 "No additional debugging information available for $processor";
4201 $perror .= "No error_message returned from $processor -- ".
4202 ( ref($t_response) ? Dumper($t_response) : $t_response );
4206 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4207 && $conf->exists('emaildecline')
4208 && grep { $_ ne 'POST' } $self->invoicing_list
4209 && ! grep { $transaction->error_message =~ /$_/ }
4210 $conf->config('emaildecline-exclude')
4212 my @templ = $conf->config('declinetemplate');
4213 my $template = new Text::Template (
4215 SOURCE => [ map "$_\n", @templ ],
4216 ) or return "($perror) can't create template: $Text::Template::ERROR";
4217 $template->compile()
4218 or return "($perror) can't compile template: $Text::Template::ERROR";
4220 my $templ_hash = { error => $transaction->error_message };
4222 my $error = send_email(
4223 'from' => $conf->config('invoice_from'),
4224 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4225 'subject' => 'Your payment could not be processed',
4226 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4229 $perror .= " (also received error sending decline notification: $error)"
4234 $cust_pay_pending->status('done');
4235 $cust_pay_pending->statustext("declined: $perror");
4236 my $cpp_done_err = $cust_pay_pending->replace;
4237 if ( $cpp_done_err ) {
4238 my $e = "WARNING: $method declined but pending payment not resolved - ".
4239 "error updating status for paypendingnum ".
4240 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4242 $perror = "$e ($perror)";
4250 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
4254 sub default_payment_gateway {
4255 my( $self, $method ) = @_;
4257 die "Real-time processing not enabled\n"
4258 unless $conf->exists('business-onlinepayment');
4260 warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
4263 my $bop_config = 'business-onlinepayment';
4264 $bop_config .= '-ach'
4265 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
4266 my ( $processor, $login, $password, $action, @bop_options ) =
4267 $conf->config($bop_config);
4268 $action ||= 'normal authorization';
4269 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
4270 die "No real-time processor is enabled - ".
4271 "did you set the business-onlinepayment configuration value?\n"
4274 ( $processor, $login, $password, $action, @bop_options )
4279 Removes the I<paycvv> field from the database directly.
4281 If there is an error, returns the error, otherwise returns false.
4287 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
4288 or return dbh->errstr;
4289 $sth->execute($self->custnum)
4290 or return $sth->errstr;
4295 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4297 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4298 via a Business::OnlinePayment realtime gateway. See
4299 L<http://420.am/business-onlinepayment> for supported gateways.
4301 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4303 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4305 Most gateways require a reference to an original payment transaction to refund,
4306 so you probably need to specify a I<paynum>.
4308 I<amount> defaults to the original amount of the payment if not specified.
4310 I<reason> specifies a reason for the refund.
4312 I<paydate> specifies the expiration date for a credit card overriding the
4313 value from the customer record or the payment record. Specified as yyyy-mm-dd
4315 Implementation note: If I<amount> is unspecified or equal to the amount of the
4316 orignal payment, first an attempt is made to "void" the transaction via
4317 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4318 the normal attempt is made to "refund" ("credit") the transaction via the
4319 gateway is attempted.
4321 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4322 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4323 #if set, will override the value from the customer record.
4325 #If an I<invnum> is specified, this payment (if successful) is applied to the
4326 #specified invoice. If you don't specify an I<invnum> you might want to
4327 #call the B<apply_payments> method.
4331 #some false laziness w/realtime_bop, not enough to make it worth merging
4332 #but some useful small subs should be pulled out
4333 sub realtime_refund_bop {
4334 my( $self, $method, %options ) = @_;
4336 warn "$me realtime_refund_bop: $method refund\n";
4337 warn " $_ => $options{$_}\n" foreach keys %options;
4340 eval "use Business::OnlinePayment";
4344 # look up the original payment and optionally a gateway for that payment
4348 my $amount = $options{'amount'};
4350 my( $processor, $login, $password, @bop_options ) ;
4351 my( $auth, $order_number ) = ( '', '', '' );
4353 if ( $options{'paynum'} ) {
4355 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4356 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4357 or return "Unknown paynum $options{'paynum'}";
4358 $amount ||= $cust_pay->paid;
4360 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4361 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4362 $cust_pay->paybatch;
4363 my $gatewaynum = '';
4364 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4366 if ( $gatewaynum ) { #gateway for the payment to be refunded
4368 my $payment_gateway =
4369 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4370 die "payment gateway $gatewaynum not found"
4371 unless $payment_gateway;
4373 $processor = $payment_gateway->gateway_module;
4374 $login = $payment_gateway->gateway_username;
4375 $password = $payment_gateway->gateway_password;
4376 @bop_options = $payment_gateway->options;
4378 } else { #try the default gateway
4381 my $payment_gateway = $self->agent->payment_gateway('method' => $method);
4383 ( $conf_processor, $login, $password ) =
4384 map { $payment_gateway->$_ } qw( namespace processor login password );
4386 @bop_options = $payment_gateway->gatewaynum
4387 ? $payment_gateway->options
4388 : @{ $payment_gateway->get('options') };
4390 return "processor of payment $options{'paynum'} $processor does not".
4391 " match default processor $conf_processor"
4392 unless $processor eq $conf_processor;
4397 } else { # didn't specify a paynum, so look for agent gateway overrides
4398 # like a normal transaction
4400 my $payment_gateway = $self->agent->payment_gateway( 'method' => $method,
4401 #'payinfo' => $payinfo,
4403 my( $namespace, $processor, $login, $password ) =
4404 map { $payment_gateway->$_ } qw( namespace processor login password );
4406 my @bop_options = $payment_gateway->gatewaynum
4407 ? $payment_gateway->options
4408 : @{ $payment_gateway->get('options') };
4411 return "neither amount nor paynum specified" unless $amount;
4416 'password' => $password,
4417 'order_number' => $order_number,
4418 'amount' => $amount,
4419 'referer' => 'http://cleanwhisker.420.am/',
4421 $content{authorization} = $auth
4422 if length($auth); #echeck/ACH transactions have an order # but no auth
4423 #(at least with authorize.net)
4425 my $disable_void_after;
4426 if ($conf->exists('disable_void_after')
4427 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4428 $disable_void_after = $1;
4431 #first try void if applicable
4432 if ( $cust_pay && $cust_pay->paid == $amount
4434 ( not defined($disable_void_after) )
4435 || ( time < ($cust_pay->_date + $disable_void_after ) )
4438 warn " attempting void\n" if $DEBUG > 1;
4439 my $void = new Business::OnlinePayment( $processor, @bop_options );
4440 $void->content( 'action' => 'void', %content );
4442 if ( $void->is_success ) {
4443 my $error = $cust_pay->void($options{'reason'});
4445 # gah, even with transactions.
4446 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4447 "error voiding payment: $error";
4451 warn " void successful\n" if $DEBUG > 1;
4456 warn " void unsuccessful, trying refund\n"
4460 my $address = $self->address1;
4461 $address .= ", ". $self->address2 if $self->address2;
4463 my($payname, $payfirst, $paylast);
4464 if ( $self->payname && $method ne 'ECHECK' ) {
4465 $payname = $self->payname;
4466 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4467 or return "Illegal payname $payname";
4468 ($payfirst, $paylast) = ($1, $2);
4470 $payfirst = $self->getfield('first');
4471 $paylast = $self->getfield('last');
4472 $payname = "$payfirst $paylast";
4475 my @invoicing_list = $self->invoicing_list_emailonly;
4476 if ( $conf->exists('emailinvoiceautoalways')
4477 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4478 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4479 push @invoicing_list, $self->all_emails;
4482 my $email = ($conf->exists('business-onlinepayment-email-override'))
4483 ? $conf->config('business-onlinepayment-email-override')
4484 : $invoicing_list[0];
4486 my $payip = exists($options{'payip'})
4489 $content{customer_ip} = $payip
4493 if ( $method eq 'CC' ) {
4496 $content{card_number} = $payinfo = $cust_pay->payinfo;
4497 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4498 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4499 ($content{expiration} = "$2/$1"); # where available
4501 $content{card_number} = $payinfo = $self->payinfo;
4502 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4503 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4504 $content{expiration} = "$2/$1";
4507 } elsif ( $method eq 'ECHECK' ) {
4510 $payinfo = $cust_pay->payinfo;
4512 $payinfo = $self->payinfo;
4514 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4515 $content{bank_name} = $self->payname;
4516 $content{account_type} = 'CHECKING';
4517 $content{account_name} = $payname;
4518 $content{customer_org} = $self->company ? 'B' : 'I';
4519 $content{customer_ssn} = $self->ss;
4520 } elsif ( $method eq 'LEC' ) {
4521 $content{phone} = $payinfo = $self->payinfo;
4525 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4526 my %sub_content = $refund->content(
4527 'action' => 'credit',
4528 'customer_id' => $self->custnum,
4529 'last_name' => $paylast,
4530 'first_name' => $payfirst,
4532 'address' => $address,
4533 'city' => $self->city,
4534 'state' => $self->state,
4535 'zip' => $self->zip,
4536 'country' => $self->country,
4538 'phone' => $self->daytime || $self->night,
4541 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4545 return "$processor error: ". $refund->error_message
4546 unless $refund->is_success();
4548 my %method2payby = (
4554 my $paybatch = "$processor:". $refund->authorization;
4555 $paybatch .= ':'. $refund->order_number
4556 if $refund->can('order_number') && $refund->order_number;
4558 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4559 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4560 last unless @cust_bill_pay;
4561 my $cust_bill_pay = pop @cust_bill_pay;
4562 my $error = $cust_bill_pay->delete;
4566 my $cust_refund = new FS::cust_refund ( {
4567 'custnum' => $self->custnum,
4568 'paynum' => $options{'paynum'},
4569 'refund' => $amount,
4571 'payby' => $method2payby{$method},
4572 'payinfo' => $payinfo,
4573 'paybatch' => $paybatch,
4574 'reason' => $options{'reason'} || 'card or ACH refund',
4576 my $error = $cust_refund->insert;
4578 $cust_refund->paynum(''); #try again with no specific paynum
4579 my $error2 = $cust_refund->insert;
4581 # gah, even with transactions.
4582 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4583 "error inserting refund ($processor): $error2".
4584 " (previously tried insert with paynum #$options{'paynum'}" .
4595 =item batch_card OPTION => VALUE...
4597 Adds a payment for this invoice to the pending credit card batch (see
4598 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
4599 runs the payment using a realtime gateway.
4604 my ($self, %options) = @_;
4607 if (exists($options{amount})) {
4608 $amount = $options{amount};
4610 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
4612 return '' unless $amount > 0;
4614 my $invnum = delete $options{invnum};
4615 my $payby = $options{invnum} || $self->payby; #dubious
4617 if ($options{'realtime'}) {
4618 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
4624 my $oldAutoCommit = $FS::UID::AutoCommit;
4625 local $FS::UID::AutoCommit = 0;
4628 #this needs to handle mysql as well as Pg, like svc_acct.pm
4629 #(make it into a common function if folks need to do batching with mysql)
4630 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
4631 or return "Cannot lock pay_batch: " . $dbh->errstr;
4635 'payby' => FS::payby->payby2payment($payby),
4638 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
4640 unless ( $pay_batch ) {
4641 $pay_batch = new FS::pay_batch \%pay_batch;
4642 my $error = $pay_batch->insert;
4644 $dbh->rollback if $oldAutoCommit;
4645 die "error creating new batch: $error\n";
4649 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
4650 'batchnum' => $pay_batch->batchnum,
4651 'custnum' => $self->custnum,
4654 foreach (qw( address1 address2 city state zip country payby payinfo paydate
4656 $options{$_} = '' unless exists($options{$_});
4659 my $cust_pay_batch = new FS::cust_pay_batch ( {
4660 'batchnum' => $pay_batch->batchnum,
4661 'invnum' => $invnum || 0, # is there a better value?
4662 # this field should be
4664 # cust_bill_pay_batch now
4665 'custnum' => $self->custnum,
4666 'last' => $self->getfield('last'),
4667 'first' => $self->getfield('first'),
4668 'address1' => $options{address1} || $self->address1,
4669 'address2' => $options{address2} || $self->address2,
4670 'city' => $options{city} || $self->city,
4671 'state' => $options{state} || $self->state,
4672 'zip' => $options{zip} || $self->zip,
4673 'country' => $options{country} || $self->country,
4674 'payby' => $options{payby} || $self->payby,
4675 'payinfo' => $options{payinfo} || $self->payinfo,
4676 'exp' => $options{paydate} || $self->paydate,
4677 'payname' => $options{payname} || $self->payname,
4678 'amount' => $amount, # consolidating
4681 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
4682 if $old_cust_pay_batch;
4685 if ($old_cust_pay_batch) {
4686 $error = $cust_pay_batch->replace($old_cust_pay_batch)
4688 $error = $cust_pay_batch->insert;
4692 $dbh->rollback if $oldAutoCommit;
4696 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
4697 foreach my $cust_bill ($self->open_cust_bill) {
4698 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
4699 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
4700 'invnum' => $cust_bill->invnum,
4701 'paybatchnum' => $cust_pay_batch->paybatchnum,
4702 'amount' => $cust_bill->owed,
4705 if ($unapplied >= $cust_bill_pay_batch->amount){
4706 $unapplied -= $cust_bill_pay_batch->amount;
4709 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
4710 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
4712 $error = $cust_bill_pay_batch->insert;
4714 $dbh->rollback if $oldAutoCommit;
4719 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4725 Returns the total owed for this customer on all invoices
4726 (see L<FS::cust_bill/owed>).
4732 $self->total_owed_date(2145859200); #12/31/2037
4735 =item total_owed_date TIME
4737 Returns the total owed for this customer on all invoices with date earlier than
4738 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
4739 see L<Time::Local> and L<Date::Parse> for conversion functions.
4743 sub total_owed_date {
4747 foreach my $cust_bill (
4748 grep { $_->_date <= $time }
4749 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4751 $total_bill += $cust_bill->owed;
4753 sprintf( "%.2f", $total_bill );
4756 =item apply_payments_and_credits
4758 Applies unapplied payments and credits.
4760 In most cases, this new method should be used in place of sequential
4761 apply_payments and apply_credits methods.
4763 If there is an error, returns the error, otherwise returns false.
4767 sub apply_payments_and_credits {
4770 local $SIG{HUP} = 'IGNORE';
4771 local $SIG{INT} = 'IGNORE';
4772 local $SIG{QUIT} = 'IGNORE';
4773 local $SIG{TERM} = 'IGNORE';
4774 local $SIG{TSTP} = 'IGNORE';
4775 local $SIG{PIPE} = 'IGNORE';
4777 my $oldAutoCommit = $FS::UID::AutoCommit;
4778 local $FS::UID::AutoCommit = 0;
4781 $self->select_for_update; #mutex
4783 foreach my $cust_bill ( $self->open_cust_bill ) {
4784 my $error = $cust_bill->apply_payments_and_credits;
4786 $dbh->rollback if $oldAutoCommit;
4787 return "Error applying: $error";
4791 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4796 =item apply_credits OPTION => VALUE ...
4798 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
4799 to outstanding invoice balances in chronological order (or reverse
4800 chronological order if the I<order> option is set to B<newest>) and returns the
4801 value of any remaining unapplied credits available for refund (see
4802 L<FS::cust_refund>).
4804 Dies if there is an error.
4812 local $SIG{HUP} = 'IGNORE';
4813 local $SIG{INT} = 'IGNORE';
4814 local $SIG{QUIT} = 'IGNORE';
4815 local $SIG{TERM} = 'IGNORE';
4816 local $SIG{TSTP} = 'IGNORE';
4817 local $SIG{PIPE} = 'IGNORE';
4819 my $oldAutoCommit = $FS::UID::AutoCommit;
4820 local $FS::UID::AutoCommit = 0;
4823 $self->select_for_update; #mutex
4825 unless ( $self->total_credited ) {
4826 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4830 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
4831 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
4833 my @invoices = $self->open_cust_bill;
4834 @invoices = sort { $b->_date <=> $a->_date } @invoices
4835 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
4838 foreach my $cust_bill ( @invoices ) {
4841 if ( !defined($credit) || $credit->credited == 0) {
4842 $credit = pop @credits or last;
4845 if ($cust_bill->owed >= $credit->credited) {
4846 $amount=$credit->credited;
4848 $amount=$cust_bill->owed;
4851 my $cust_credit_bill = new FS::cust_credit_bill ( {
4852 'crednum' => $credit->crednum,
4853 'invnum' => $cust_bill->invnum,
4854 'amount' => $amount,
4856 my $error = $cust_credit_bill->insert;
4858 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4862 redo if ($cust_bill->owed > 0);
4866 my $total_credited = $self->total_credited;
4868 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4870 return $total_credited;
4873 =item apply_payments
4875 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
4876 to outstanding invoice balances in chronological order.
4878 #and returns the value of any remaining unapplied payments.
4880 Dies if there is an error.
4884 sub apply_payments {
4887 local $SIG{HUP} = 'IGNORE';
4888 local $SIG{INT} = 'IGNORE';
4889 local $SIG{QUIT} = 'IGNORE';
4890 local $SIG{TERM} = 'IGNORE';
4891 local $SIG{TSTP} = 'IGNORE';
4892 local $SIG{PIPE} = 'IGNORE';
4894 my $oldAutoCommit = $FS::UID::AutoCommit;
4895 local $FS::UID::AutoCommit = 0;
4898 $self->select_for_update; #mutex
4902 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
4903 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
4905 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
4906 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
4910 foreach my $cust_bill ( @invoices ) {
4913 if ( !defined($payment) || $payment->unapplied == 0 ) {
4914 $payment = pop @payments or last;
4917 if ( $cust_bill->owed >= $payment->unapplied ) {
4918 $amount = $payment->unapplied;
4920 $amount = $cust_bill->owed;
4923 my $cust_bill_pay = new FS::cust_bill_pay ( {
4924 'paynum' => $payment->paynum,
4925 'invnum' => $cust_bill->invnum,
4926 'amount' => $amount,
4928 my $error = $cust_bill_pay->insert;
4930 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4934 redo if ( $cust_bill->owed > 0);
4938 my $total_unapplied_payments = $self->total_unapplied_payments;
4940 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4942 return $total_unapplied_payments;
4945 =item total_credited
4947 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4948 customer. See L<FS::cust_credit/credited>.
4952 sub total_credited {
4954 my $total_credit = 0;
4955 foreach my $cust_credit ( qsearch('cust_credit', {
4956 'custnum' => $self->custnum,
4958 $total_credit += $cust_credit->credited;
4960 sprintf( "%.2f", $total_credit );
4963 =item total_unapplied_payments
4965 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4966 See L<FS::cust_pay/unapplied>.
4970 sub total_unapplied_payments {
4972 my $total_unapplied = 0;
4973 foreach my $cust_pay ( qsearch('cust_pay', {
4974 'custnum' => $self->custnum,
4976 $total_unapplied += $cust_pay->unapplied;
4978 sprintf( "%.2f", $total_unapplied );
4981 =item total_unapplied_refunds
4983 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4984 customer. See L<FS::cust_refund/unapplied>.
4988 sub total_unapplied_refunds {
4990 my $total_unapplied = 0;
4991 foreach my $cust_refund ( qsearch('cust_refund', {
4992 'custnum' => $self->custnum,
4994 $total_unapplied += $cust_refund->unapplied;
4996 sprintf( "%.2f", $total_unapplied );
5001 Returns the balance for this customer (total_owed plus total_unrefunded, minus
5002 total_credited minus total_unapplied_payments).
5010 + $self->total_unapplied_refunds
5011 - $self->total_credited
5012 - $self->total_unapplied_payments
5016 =item balance_date TIME
5018 Returns the balance for this customer, only considering invoices with date
5019 earlier than TIME (total_owed_date minus total_credited minus
5020 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
5021 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
5030 $self->total_owed_date($time)
5031 + $self->total_unapplied_refunds
5032 - $self->total_credited
5033 - $self->total_unapplied_payments
5037 =item in_transit_payments
5039 Returns the total of requests for payments for this customer pending in
5040 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
5044 sub in_transit_payments {
5046 my $in_transit_payments = 0;
5047 foreach my $pay_batch ( qsearch('pay_batch', {
5050 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
5051 'batchnum' => $pay_batch->batchnum,
5052 'custnum' => $self->custnum,
5054 $in_transit_payments += $cust_pay_batch->amount;
5057 sprintf( "%.2f", $in_transit_payments );
5060 =item paydate_monthyear
5062 Returns a two-element list consisting of the month and year of this customer's
5063 paydate (credit card expiration date for CARD customers)
5067 sub paydate_monthyear {
5069 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
5071 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
5078 =item invoicing_list [ ARRAYREF ]
5080 If an arguement is given, sets these email addresses as invoice recipients
5081 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
5082 (except as warnings), so use check_invoicing_list first.
5084 Returns a list of email addresses (with svcnum entries expanded).
5086 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
5087 check it without disturbing anything by passing nothing.
5089 This interface may change in the future.
5093 sub invoicing_list {
5094 my( $self, $arrayref ) = @_;
5097 my @cust_main_invoice;
5098 if ( $self->custnum ) {
5099 @cust_main_invoice =
5100 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
5102 @cust_main_invoice = ();
5104 foreach my $cust_main_invoice ( @cust_main_invoice ) {
5105 #warn $cust_main_invoice->destnum;
5106 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
5107 #warn $cust_main_invoice->destnum;
5108 my $error = $cust_main_invoice->delete;
5109 warn $error if $error;
5112 if ( $self->custnum ) {
5113 @cust_main_invoice =
5114 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
5116 @cust_main_invoice = ();
5118 my %seen = map { $_->address => 1 } @cust_main_invoice;
5119 foreach my $address ( @{$arrayref} ) {
5120 next if exists $seen{$address} && $seen{$address};
5121 $seen{$address} = 1;
5122 my $cust_main_invoice = new FS::cust_main_invoice ( {
5123 'custnum' => $self->custnum,
5126 my $error = $cust_main_invoice->insert;
5127 warn $error if $error;
5131 if ( $self->custnum ) {
5133 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
5140 =item check_invoicing_list ARRAYREF
5142 Checks these arguements as valid input for the invoicing_list method. If there
5143 is an error, returns the error, otherwise returns false.
5147 sub check_invoicing_list {
5148 my( $self, $arrayref ) = @_;
5150 foreach my $address ( @$arrayref ) {
5152 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
5153 return 'Can\'t add FAX invoice destination with a blank FAX number.';
5156 my $cust_main_invoice = new FS::cust_main_invoice ( {
5157 'custnum' => $self->custnum,
5160 my $error = $self->custnum
5161 ? $cust_main_invoice->check
5162 : $cust_main_invoice->checkdest
5164 return $error if $error;
5168 return "Email address required"
5169 if $conf->exists('cust_main-require_invoicing_list_email')
5170 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
5175 =item set_default_invoicing_list
5177 Sets the invoicing list to all accounts associated with this customer,
5178 overwriting any previous invoicing list.
5182 sub set_default_invoicing_list {
5184 $self->invoicing_list($self->all_emails);
5189 Returns the email addresses of all accounts provisioned for this customer.
5196 foreach my $cust_pkg ( $self->all_pkgs ) {
5197 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
5199 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
5200 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
5202 $list{$_}=1 foreach map { $_->email } @svc_acct;
5207 =item invoicing_list_addpost
5209 Adds postal invoicing to this customer. If this customer is already configured
5210 to receive postal invoices, does nothing.
5214 sub invoicing_list_addpost {
5216 return if grep { $_ eq 'POST' } $self->invoicing_list;
5217 my @invoicing_list = $self->invoicing_list;
5218 push @invoicing_list, 'POST';
5219 $self->invoicing_list(\@invoicing_list);
5222 =item invoicing_list_emailonly
5224 Returns the list of email invoice recipients (invoicing_list without non-email
5225 destinations such as POST and FAX).
5229 sub invoicing_list_emailonly {
5231 warn "$me invoicing_list_emailonly called"
5233 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
5236 =item invoicing_list_emailonly_scalar
5238 Returns the list of email invoice recipients (invoicing_list without non-email
5239 destinations such as POST and FAX) as a comma-separated scalar.
5243 sub invoicing_list_emailonly_scalar {
5245 warn "$me invoicing_list_emailonly_scalar called"
5247 join(', ', $self->invoicing_list_emailonly);
5250 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
5252 Returns an array of customers referred by this customer (referral_custnum set
5253 to this custnum). If DEPTH is given, recurses up to the given depth, returning
5254 customers referred by customers referred by this customer and so on, inclusive.
5255 The default behavior is DEPTH 1 (no recursion).
5259 sub referral_cust_main {
5261 my $depth = @_ ? shift : 1;
5262 my $exclude = @_ ? shift : {};
5265 map { $exclude->{$_->custnum}++; $_; }
5266 grep { ! $exclude->{ $_->custnum } }
5267 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
5271 map { $_->referral_cust_main($depth-1, $exclude) }
5278 =item referral_cust_main_ncancelled
5280 Same as referral_cust_main, except only returns customers with uncancelled
5285 sub referral_cust_main_ncancelled {
5287 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
5290 =item referral_cust_pkg [ DEPTH ]
5292 Like referral_cust_main, except returns a flat list of all unsuspended (and
5293 uncancelled) packages for each customer. The number of items in this list may
5294 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
5298 sub referral_cust_pkg {
5300 my $depth = @_ ? shift : 1;
5302 map { $_->unsuspended_pkgs }
5303 grep { $_->unsuspended_pkgs }
5304 $self->referral_cust_main($depth);
5307 =item referring_cust_main
5309 Returns the single cust_main record for the customer who referred this customer
5310 (referral_custnum), or false.
5314 sub referring_cust_main {
5316 return '' unless $self->referral_custnum;
5317 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
5320 =item credit AMOUNT, REASON
5322 Applies a credit to this customer. If there is an error, returns the error,
5323 otherwise returns false.
5328 my( $self, $amount, $reason, %options ) = @_;
5329 my $cust_credit = new FS::cust_credit {
5330 'custnum' => $self->custnum,
5331 'amount' => $amount,
5332 'reason' => $reason,
5334 $cust_credit->insert(%options);
5337 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
5339 Creates a one-time charge for this customer. If there is an error, returns
5340 the error, otherwise returns false.
5346 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
5347 my ( $taxproduct, $override );
5348 if ( ref( $_[0] ) ) {
5349 $amount = $_[0]->{amount};
5350 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
5351 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
5352 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
5353 : '$'. sprintf("%.2f",$amount);
5354 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
5355 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
5356 $additional = $_[0]->{additional};
5357 $taxproduct = $_[0]->{taxproductnum};
5358 $override = { '' => $_[0]->{tax_override} };
5362 $pkg = @_ ? shift : 'One-time charge';
5363 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
5364 $taxclass = @_ ? shift : '';
5368 local $SIG{HUP} = 'IGNORE';
5369 local $SIG{INT} = 'IGNORE';
5370 local $SIG{QUIT} = 'IGNORE';
5371 local $SIG{TERM} = 'IGNORE';
5372 local $SIG{TSTP} = 'IGNORE';
5373 local $SIG{PIPE} = 'IGNORE';
5375 my $oldAutoCommit = $FS::UID::AutoCommit;
5376 local $FS::UID::AutoCommit = 0;
5379 my $part_pkg = new FS::part_pkg ( {
5381 'comment' => $comment,
5385 'classnum' => $classnum ? $classnum : '',
5386 'taxclass' => $taxclass,
5387 'taxproductnum' => $taxproduct,
5390 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
5391 ( 0 .. @$additional - 1 )
5393 'additional_count' => scalar(@$additional),
5394 'setup_fee' => $amount,
5397 my $error = $part_pkg->insert( options => \%options,
5398 tax_overrides => $override,
5401 $dbh->rollback if $oldAutoCommit;
5405 my $pkgpart = $part_pkg->pkgpart;
5406 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
5407 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
5408 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
5409 $error = $type_pkgs->insert;
5411 $dbh->rollback if $oldAutoCommit;
5416 my $cust_pkg = new FS::cust_pkg ( {
5417 'custnum' => $self->custnum,
5418 'pkgpart' => $pkgpart,
5419 'quantity' => $quantity,
5422 $error = $cust_pkg->insert;
5424 $dbh->rollback if $oldAutoCommit;
5428 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5433 #=item charge_postal_fee
5435 #Applies a one time charge this customer. If there is an error,
5436 #returns the error, returns the cust_pkg charge object or false
5437 #if there was no charge.
5441 # This should be a customer event. For that to work requires that bill
5442 # also be a customer event.
5444 sub charge_postal_fee {
5447 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
5448 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
5450 my $cust_pkg = new FS::cust_pkg ( {
5451 'custnum' => $self->custnum,
5452 'pkgpart' => $pkgpart,
5456 my $error = $cust_pkg->insert;
5457 $error ? $error : $cust_pkg;
5462 Returns all the invoices (see L<FS::cust_bill>) for this customer.
5468 sort { $a->_date <=> $b->_date }
5469 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5472 =item open_cust_bill
5474 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
5479 sub open_cust_bill {
5481 grep { $_->owed > 0 } $self->cust_bill;
5486 Returns all the credits (see L<FS::cust_credit>) for this customer.
5492 sort { $a->_date <=> $b->_date }
5493 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
5498 Returns all the payments (see L<FS::cust_pay>) for this customer.
5504 sort { $a->_date <=> $b->_date }
5505 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
5510 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
5516 sort { $a->_date <=> $b->_date }
5517 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
5520 =item cust_pay_batch
5522 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
5526 sub cust_pay_batch {
5528 sort { $a->_date <=> $b->_date }
5529 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
5534 Returns all the refunds (see L<FS::cust_refund>) for this customer.
5540 sort { $a->_date <=> $b->_date }
5541 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
5544 =item display_custnum
5546 Returns the displayed customer number for this customer: agent_custid if
5547 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
5551 sub display_custnum {
5553 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
5554 return $self->agent_custid;
5556 return $self->custnum;
5562 Returns a name string for this customer, either "Company (Last, First)" or
5569 my $name = $self->contact;
5570 $name = $self->company. " ($name)" if $self->company;
5576 Returns a name string for this (service/shipping) contact, either
5577 "Company (Last, First)" or "Last, First".
5583 if ( $self->get('ship_last') ) {
5584 my $name = $self->ship_contact;
5585 $name = $self->ship_company. " ($name)" if $self->ship_company;
5594 Returns this customer's full (billing) contact name only, "Last, First"
5600 $self->get('last'). ', '. $self->first;
5605 Returns this customer's full (shipping) contact name only, "Last, First"
5611 $self->get('ship_last')
5612 ? $self->get('ship_last'). ', '. $self->ship_first
5618 Returns this customer's full country name
5624 code2country($self->country);
5627 =item geocode DATA_VENDOR
5629 Returns a value for the customer location as encoded by DATA_VENDOR.
5630 Currently this only makes sense for "CCH" as DATA_VENDOR.
5635 my ($self, $data_vendor) = (shift, shift); #always cch for now
5637 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
5641 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
5642 if $self->country eq 'US';
5644 #CCH specific location stuff
5645 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
5648 my @cust_tax_location =
5650 'table' => 'cust_tax_location',
5651 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
5652 'extra_sql' => $extra_sql,
5653 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
5656 $geocode = $cust_tax_location[0]->geocode
5657 if scalar(@cust_tax_location);
5666 Returns a status string for this customer, currently:
5670 =item prospect - No packages have ever been ordered
5672 =item active - One or more recurring packages is active
5674 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
5676 =item suspended - All non-cancelled recurring packages are suspended
5678 =item cancelled - All recurring packages are cancelled
5684 sub status { shift->cust_status(@_); }
5688 for my $status (qw( prospect active inactive suspended cancelled )) {
5689 my $method = $status.'_sql';
5690 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
5691 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
5692 $sth->execute( ($self->custnum) x $numnum )
5693 or die "Error executing 'SELECT $sql': ". $sth->errstr;
5694 return $status if $sth->fetchrow_arrayref->[0];
5698 =item ucfirst_cust_status
5700 =item ucfirst_status
5702 Returns the status with the first character capitalized.
5706 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
5708 sub ucfirst_cust_status {
5710 ucfirst($self->cust_status);
5715 Returns a hex triplet color string for this customer's status.
5719 use vars qw(%statuscolor);
5720 tie %statuscolor, 'Tie::IxHash',
5721 'prospect' => '7e0079', #'000000', #black? naw, purple
5722 'active' => '00CC00', #green
5723 'inactive' => '0000CC', #blue
5724 'suspended' => 'FF9900', #yellow
5725 'cancelled' => 'FF0000', #red
5728 sub statuscolor { shift->cust_statuscolor(@_); }
5730 sub cust_statuscolor {
5732 $statuscolor{$self->cust_status};
5737 Returns an array of hashes representing the customer's RT tickets.
5744 my $num = $conf->config('cust_main-max_tickets') || 10;
5747 unless ( $conf->config('ticket_system-custom_priority_field') ) {
5749 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
5753 foreach my $priority (
5754 $conf->config('ticket_system-custom_priority_field-values'), ''
5756 last if scalar(@tickets) >= $num;
5758 @{ FS::TicketSystem->customer_tickets( $self->custnum,
5759 $num - scalar(@tickets),
5768 # Return services representing svc_accts in customer support packages
5769 sub support_services {
5771 my %packages = map { $_ => 1 } $conf->config('support_packages');
5773 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
5774 grep { $_->part_svc->svcdb eq 'svc_acct' }
5775 map { $_->cust_svc }
5776 grep { exists $packages{ $_->pkgpart } }
5777 $self->ncancelled_pkgs;
5783 =head1 CLASS METHODS
5789 Class method that returns the list of possible status strings for customers
5790 (see L<the status method|/status>). For example:
5792 @statuses = FS::cust_main->statuses();
5797 #my $self = shift; #could be class...
5803 Returns an SQL expression identifying prospective cust_main records (customers
5804 with no packages ever ordered)
5808 use vars qw($select_count_pkgs);
5809 $select_count_pkgs =
5810 "SELECT COUNT(*) FROM cust_pkg
5811 WHERE cust_pkg.custnum = cust_main.custnum";
5813 sub select_count_pkgs_sql {
5817 sub prospect_sql { "
5818 0 = ( $select_count_pkgs )
5823 Returns an SQL expression identifying active cust_main records (customers with
5824 active recurring packages).
5829 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
5835 Returns an SQL expression identifying inactive cust_main records (customers with
5836 no active recurring packages, but otherwise unsuspended/uncancelled).
5840 sub inactive_sql { "
5841 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
5843 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
5849 Returns an SQL expression identifying suspended cust_main records.
5854 sub suspended_sql { susp_sql(@_); }
5856 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
5858 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
5864 Returns an SQL expression identifying cancelled cust_main records.
5868 sub cancelled_sql { cancel_sql(@_); }
5871 my $recurring_sql = FS::cust_pkg->recurring_sql;
5872 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
5875 0 < ( $select_count_pkgs )
5876 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
5877 AND 0 = ( $select_count_pkgs AND $recurring_sql
5878 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
5880 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
5886 =item uncancelled_sql
5888 Returns an SQL expression identifying un-cancelled cust_main records.
5892 sub uncancelled_sql { uncancel_sql(@_); }
5893 sub uncancel_sql { "
5894 ( 0 < ( $select_count_pkgs
5895 AND ( cust_pkg.cancel IS NULL
5896 OR cust_pkg.cancel = 0
5899 OR 0 = ( $select_count_pkgs )
5905 Returns an SQL fragment to retreive the balance.
5910 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5911 WHERE cust_bill.custnum = cust_main.custnum )
5912 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5913 WHERE cust_pay.custnum = cust_main.custnum )
5914 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5915 WHERE cust_credit.custnum = cust_main.custnum )
5916 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5917 WHERE cust_refund.custnum = cust_main.custnum )
5920 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5922 Returns an SQL fragment to retreive the balance for this customer, only
5923 considering invoices with date earlier than START_TIME, and optionally not
5924 later than END_TIME (total_owed_date minus total_credited minus
5925 total_unapplied_payments).
5927 Times are specified as SQL fragments or numeric
5928 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5929 L<Date::Parse> for conversion functions. The empty string can be passed
5930 to disable that time constraint completely.
5932 Available options are:
5936 =item unapplied_date
5938 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)
5943 set to true to remove all customer comparison clauses, for totals
5948 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5953 JOIN clause (typically used with the total option)
5959 sub balance_date_sql {
5960 my( $class, $start, $end, %opt ) = @_;
5962 my $owed = FS::cust_bill->owed_sql;
5963 my $unapp_refund = FS::cust_refund->unapplied_sql;
5964 my $unapp_credit = FS::cust_credit->unapplied_sql;
5965 my $unapp_pay = FS::cust_pay->unapplied_sql;
5967 my $j = $opt{'join'} || '';
5969 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5970 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5971 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5972 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5974 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5975 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5976 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5977 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5982 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5984 Helper method for balance_date_sql; name (and usage) subject to change
5985 (suggestions welcome).
5987 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5988 cust_refund, cust_credit or cust_pay).
5990 If TABLE is "cust_bill" or the unapplied_date option is true, only
5991 considers records with date earlier than START_TIME, and optionally not
5992 later than END_TIME .
5996 sub _money_table_where {
5997 my( $class, $table, $start, $end, %opt ) = @_;
6000 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
6001 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
6002 push @where, "$table._date <= $start" if defined($start) && length($start);
6003 push @where, "$table._date > $end" if defined($end) && length($end);
6005 push @where, @{$opt{'where'}} if $opt{'where'};
6006 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
6012 =item search_sql HASHREF
6016 Returns a qsearch hash expression to search for parameters specified in HREF.
6017 Valid parameters are
6025 =item cancelled_pkgs
6031 listref of start date, end date
6037 =item current_balance
6039 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
6043 =item flattened_pkgs
6052 my ($class, $params) = @_;
6063 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
6065 "cust_main.agentnum = $1";
6072 #prospect active inactive suspended cancelled
6073 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
6074 my $method = $params->{'status'}. '_sql';
6075 #push @where, $class->$method();
6076 push @where, FS::cust_main->$method();
6080 # parse cancelled package checkbox
6085 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
6086 unless $params->{'cancelled_pkgs'};
6092 foreach my $field (qw( signupdate )) {
6094 next unless exists($params->{$field});
6096 my($beginning, $ending) = @{$params->{$field}};
6099 "cust_main.$field IS NOT NULL",
6100 "cust_main.$field >= $beginning",
6101 "cust_main.$field <= $ending";
6103 $orderby ||= "ORDER BY cust_main.$field";
6111 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
6113 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
6120 #my $balance_sql = $class->balance_sql();
6121 my $balance_sql = FS::cust_main->balance_sql();
6123 push @where, map { s/current_balance/$balance_sql/; $_ }
6124 @{ $params->{'current_balance'} };
6130 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
6132 "cust_main.custbatch = '$1'";
6136 # setup queries, subs, etc. for the search
6139 $orderby ||= 'ORDER BY custnum';
6141 # here is the agent virtualization
6142 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
6144 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
6146 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
6148 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
6150 my $select = join(', ',
6151 'cust_main.custnum',
6152 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
6155 my(@extra_headers) = ();
6156 my(@extra_fields) = ();
6158 if ($params->{'flattened_pkgs'}) {
6160 if ($dbh->{Driver}->{Name} eq 'Pg') {
6162 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
6164 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
6165 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
6166 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
6168 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
6169 "omitting packing information from report.";
6172 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";
6174 my $sth = dbh->prepare($header_query) or die dbh->errstr;
6175 $sth->execute() or die $sth->errstr;
6176 my $headerrow = $sth->fetchrow_arrayref;
6177 my $headercount = $headerrow ? $headerrow->[0] : 0;
6178 while($headercount) {
6179 unshift @extra_headers, "Package ". $headercount;
6180 unshift @extra_fields, eval q!sub {my $c = shift;
6181 my @a = split '\|', $c->magic;
6182 my $p = $a[!.--$headercount. q!];
6190 'table' => 'cust_main',
6191 'select' => $select,
6193 'extra_sql' => $extra_sql,
6194 'order_by' => $orderby,
6195 'count_query' => $count_query,
6196 'extra_headers' => \@extra_headers,
6197 'extra_fields' => \@extra_fields,
6202 =item email_search_sql HASHREF
6206 Emails a notice to the specified customers.
6208 Valid parameters are those of the L<search_sql> method, plus the following:
6230 Optional job queue job for status updates.
6234 Returns an error message, or false for success.
6236 If an error occurs during any email, stops the enture send and returns that
6237 error. Presumably if you're getting SMTP errors aborting is better than
6238 retrying everything.
6242 sub email_search_sql {
6243 my($class, $params) = @_;
6245 my $from = delete $params->{from};
6246 my $subject = delete $params->{subject};
6247 my $html_body = delete $params->{html_body};
6248 my $text_body = delete $params->{text_body};
6250 my $job = delete $params->{'job'};
6252 my $sql_query = $class->search_sql($params);
6254 my $count_query = delete($sql_query->{'count_query'});
6255 my $count_sth = dbh->prepare($count_query)
6256 or die "Error preparing $count_query: ". dbh->errstr;
6258 or die "Error executing $count_query: ". $count_sth->errstr;
6259 my $count_arrayref = $count_sth->fetchrow_arrayref;
6260 my $num_cust = $count_arrayref->[0];
6262 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
6263 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
6266 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
6268 #eventually order+limit magic to reduce memory use?
6269 foreach my $cust_main ( qsearch($sql_query) ) {
6271 my $to = $cust_main->invoicing_list_emailonly_scalar;
6274 my $error = send_email(
6278 'subject' => $subject,
6279 'html_body' => $html_body,
6280 'text_body' => $text_body,
6283 return $error if $error;
6285 if ( $job ) { #progressbar foo
6287 if ( time - $min_sec > $last ) {
6288 my $error = $job->update_statustext(
6289 int( 100 * $num / $num_cust )
6291 die $error if $error;
6301 use Storable qw(thaw);
6304 sub process_email_search_sql {
6306 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
6308 my $param = thaw(decode_base64(shift));
6309 warn Dumper($param) if $DEBUG;
6311 $param->{'job'} = $job;
6313 my $error = FS::cust_main->email_search_sql( $param );
6314 die $error if $error;
6318 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
6320 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
6321 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
6322 appropriate ship_ field is also searched).
6324 Additional options are the same as FS::Record::qsearch
6329 my( $self, $fuzzy, $hash, @opt) = @_;
6334 check_and_rebuild_fuzzyfiles();
6335 foreach my $field ( keys %$fuzzy ) {
6337 my $all = $self->all_X($field);
6338 next unless scalar(@$all);
6341 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
6344 foreach ( keys %match ) {
6345 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
6346 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
6349 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
6352 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
6354 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
6362 Returns a masked version of the named field
6367 my ($self,$field) = @_;
6371 'x'x(length($self->getfield($field))-4).
6372 substr($self->getfield($field), (length($self->getfield($field))-4));
6382 =item smart_search OPTION => VALUE ...
6384 Accepts the following options: I<search>, the string to search for. The string
6385 will be searched for as a customer number, phone number, name or company name,
6386 as an exact, or, in some cases, a substring or fuzzy match (see the source code
6387 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
6388 skip fuzzy matching when an exact match is found.
6390 Any additional options are treated as an additional qualifier on the search
6393 Returns a (possibly empty) array of FS::cust_main objects.
6400 #here is the agent virtualization
6401 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
6405 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
6406 my $search = delete $options{'search'};
6407 ( my $alphanum_search = $search ) =~ s/\W//g;
6409 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
6411 #false laziness w/Record::ut_phone
6412 my $phonen = "$1-$2-$3";
6413 $phonen .= " x$4" if $4;
6415 push @cust_main, qsearch( {
6416 'table' => 'cust_main',
6417 'hashref' => { %options },
6418 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
6420 join(' OR ', map "$_ = '$phonen'",
6421 qw( daytime night fax
6422 ship_daytime ship_night ship_fax )
6425 " AND $agentnums_sql", #agent virtualization
6428 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
6429 #try looking for matches with extensions unless one was specified
6431 push @cust_main, qsearch( {
6432 'table' => 'cust_main',
6433 'hashref' => { %options },
6434 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
6436 join(' OR ', map "$_ LIKE '$phonen\%'",
6438 ship_daytime ship_night )
6441 " AND $agentnums_sql", #agent virtualization
6446 # custnum search (also try agent_custid), with some tweaking options if your
6447 # legacy cust "numbers" have letters
6450 if ( $search =~ /^\s*(\d+)\s*$/
6451 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
6452 && $search =~ /^\s*(\w\w?\d+)\s*$/
6459 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
6460 push @cust_main, qsearch( {
6461 'table' => 'cust_main',
6462 'hashref' => { 'custnum' => $num, %options },
6463 'extra_sql' => " AND $agentnums_sql", #agent virtualization
6467 push @cust_main, qsearch( {
6468 'table' => 'cust_main',
6469 'hashref' => { 'agent_custid' => $num, %options },
6470 'extra_sql' => " AND $agentnums_sql", #agent virtualization
6473 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
6475 my($company, $last, $first) = ( $1, $2, $3 );
6477 # "Company (Last, First)"
6478 #this is probably something a browser remembered,
6479 #so just do an exact search
6481 foreach my $prefix ( '', 'ship_' ) {
6482 push @cust_main, qsearch( {
6483 'table' => 'cust_main',
6484 'hashref' => { $prefix.'first' => $first,
6485 $prefix.'last' => $last,
6486 $prefix.'company' => $company,
6489 'extra_sql' => " AND $agentnums_sql",
6493 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
6494 # try (ship_){last,company}
6498 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
6499 # # full strings the browser remembers won't work
6500 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
6502 use Lingua::EN::NameParse;
6503 my $NameParse = new Lingua::EN::NameParse(
6505 allow_reversed => 1,
6508 my($last, $first) = ( '', '' );
6509 #maybe disable this too and just rely on NameParse?
6510 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
6512 ($last, $first) = ( $1, $2 );
6514 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
6515 } elsif ( ! $NameParse->parse($value) ) {
6517 my %name = $NameParse->components;
6518 $first = $name{'given_name_1'};
6519 $last = $name{'surname_1'};
6523 if ( $first && $last ) {
6525 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
6528 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
6530 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
6531 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
6534 push @cust_main, qsearch( {
6535 'table' => 'cust_main',
6536 'hashref' => \%options,
6537 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
6540 # or it just be something that was typed in... (try that in a sec)
6544 my $q_value = dbh->quote($value);
6547 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
6548 $sql .= " ( LOWER(last) = $q_value
6549 OR LOWER(company) = $q_value
6550 OR LOWER(ship_last) = $q_value
6551 OR LOWER(ship_company) = $q_value
6554 push @cust_main, qsearch( {
6555 'table' => 'cust_main',
6556 'hashref' => \%options,
6557 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
6560 #no exact match, trying substring/fuzzy
6561 #always do substring & fuzzy (unless they're explicity config'ed off)
6562 #getting complaints searches are not returning enough
6563 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
6565 #still some false laziness w/search_sql (was search/cust_main.cgi)
6570 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
6571 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
6574 if ( $first && $last ) {
6577 { 'first' => { op=>'ILIKE', value=>"%$first%" },
6578 'last' => { op=>'ILIKE', value=>"%$last%" },
6580 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
6581 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
6588 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
6589 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
6593 foreach my $hashref ( @hashrefs ) {
6595 push @cust_main, qsearch( {
6596 'table' => 'cust_main',
6597 'hashref' => { %$hashref,
6600 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
6609 " AND $agentnums_sql", #extra_sql #agent virtualization
6612 if ( $first && $last ) {
6613 push @cust_main, FS::cust_main->fuzzy_search(
6614 { 'last' => $last, #fuzzy hashref
6615 'first' => $first }, #
6619 foreach my $field ( 'last', 'company' ) {
6621 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
6626 #eliminate duplicates
6628 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
6638 Accepts the following options: I<email>, the email address to search for. The
6639 email address will be searched for as an email invoice destination and as an
6642 #Any additional options are treated as an additional qualifier on the search
6643 #(i.e. I<agentnum>).
6645 Returns a (possibly empty) array of FS::cust_main objects (but usually just
6655 my $email = delete $options{'email'};
6657 #we're only being used by RT at the moment... no agent virtualization yet
6658 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
6662 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
6664 my ( $user, $domain ) = ( $1, $2 );
6666 warn "$me smart_search: searching for $user in domain $domain"
6672 'table' => 'cust_main_invoice',
6673 'hashref' => { 'dest' => $email },
6680 map $_->cust_svc->cust_pkg,
6682 'table' => 'svc_acct',
6683 'hashref' => { 'username' => $user, },
6685 'AND ( SELECT domain FROM svc_domain
6686 WHERE svc_acct.domsvc = svc_domain.svcnum
6687 ) = '. dbh->quote($domain),
6693 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
6695 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
6702 =item check_and_rebuild_fuzzyfiles
6706 use vars qw(@fuzzyfields);
6707 @fuzzyfields = ( 'last', 'first', 'company' );
6709 sub check_and_rebuild_fuzzyfiles {
6710 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6711 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
6714 =item rebuild_fuzzyfiles
6718 sub rebuild_fuzzyfiles {
6720 use Fcntl qw(:flock);
6722 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6723 mkdir $dir, 0700 unless -d $dir;
6725 foreach my $fuzzy ( @fuzzyfields ) {
6727 open(LOCK,">>$dir/cust_main.$fuzzy")
6728 or die "can't open $dir/cust_main.$fuzzy: $!";
6730 or die "can't lock $dir/cust_main.$fuzzy: $!";
6732 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
6733 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
6735 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
6736 my $sth = dbh->prepare("SELECT $field FROM cust_main".
6737 " WHERE $field != '' AND $field IS NOT NULL");
6738 $sth->execute or die $sth->errstr;
6740 while ( my $row = $sth->fetchrow_arrayref ) {
6741 print CACHE $row->[0]. "\n";
6746 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
6748 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
6759 my( $self, $field ) = @_;
6760 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6761 open(CACHE,"<$dir/cust_main.$field")
6762 or die "can't open $dir/cust_main.$field: $!";
6763 my @array = map { chomp; $_; } <CACHE>;
6768 =item append_fuzzyfiles LASTNAME COMPANY
6772 sub append_fuzzyfiles {
6773 #my( $first, $last, $company ) = @_;
6775 &check_and_rebuild_fuzzyfiles;
6777 use Fcntl qw(:flock);
6779 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6781 foreach my $field (qw( first last company )) {
6786 open(CACHE,">>$dir/cust_main.$field")
6787 or die "can't open $dir/cust_main.$field: $!";
6788 flock(CACHE,LOCK_EX)
6789 or die "can't lock $dir/cust_main.$field: $!";
6791 print CACHE "$value\n";
6793 flock(CACHE,LOCK_UN)
6794 or die "can't unlock $dir/cust_main.$field: $!";
6803 =item process_batch_import
6805 Load a batch import as a queued JSRPC job
6809 use Storable qw(thaw);
6812 sub process_batch_import {
6815 my $param = thaw(decode_base64(shift));
6816 warn Dumper($param) if $DEBUG;
6818 my $files = $param->{'uploaded_files'}
6819 or die "No files provided.\n";
6821 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
6823 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
6824 my $file = $dir. $files{'file'};
6827 if ( $file =~ /\.(\w+)$/i ) {
6831 warn "can't parse file type from filename $file; defaulting to CSV";
6836 FS::cust_main::batch_import( {
6840 custbatch => $param->{custbatch},
6841 agentnum => $param->{'agentnum'},
6842 refnum => $param->{'refnum'},
6843 pkgpart => $param->{'pkgpart'},
6844 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
6845 # city state zip comments )],
6846 'format' => $param->{'format'},
6851 die "$error\n" if $error;
6860 use FS::svc_external;
6862 #some false laziness w/cdr.pm now
6866 my $job = $param->{job};
6868 my $filename = $param->{file};
6869 my $type = $param->{type} || 'csv';
6871 my $custbatch = $param->{custbatch};
6873 my $agentnum = $param->{agentnum};
6874 my $refnum = $param->{refnum};
6875 my $pkgpart = $param->{pkgpart};
6877 my $format = $param->{'format'};
6881 if ( $format eq 'simple' ) {
6882 @fields = qw( cust_pkg.setup dayphone first last
6883 address1 address2 city state zip comments );
6885 } elsif ( $format eq 'extended' ) {
6886 @fields = qw( agent_custid refnum
6887 last first address1 address2 city state zip country
6889 ship_last ship_first ship_address1 ship_address2
6890 ship_city ship_state ship_zip ship_country
6891 payinfo paycvv paydate
6894 svc_acct.username svc_acct._password
6897 } elsif ( $format eq 'extended-plus_company' ) {
6898 @fields = qw( agent_custid refnum
6899 last first company address1 address2 city state zip country
6901 ship_last ship_first ship_company ship_address1 ship_address2
6902 ship_city ship_state ship_zip ship_country
6903 payinfo paycvv paydate
6906 svc_acct.username svc_acct._password
6909 } elsif ( $format eq 'svc_external' ) {
6910 @fields = qw( agent_custid refnum
6911 last first company address1 address2 city state zip country
6913 ship_last ship_first ship_company ship_address1 ship_address2
6914 ship_city ship_state ship_zip ship_country
6915 payinfo paycvv paydate
6917 cust_pkg.pkgpart cust_pkg.bill
6918 svc_external.id svc_external.title
6922 die "unknown format $format";
6928 if ( $type eq 'csv' ) {
6930 eval "use Text::CSV_XS;";
6933 $parser = new Text::CSV_XS;
6935 @buffer = split(/\r?\n/, slurp($filename) );
6936 $count = scalar(@buffer);
6938 } elsif ( $type eq 'xls' ) {
6940 eval "use Spreadsheet::ParseExcel;";
6943 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
6944 $parser = $excel->{Worksheet}[0]; #first sheet
6946 $count = $parser->{MaxRow} || $parser->{MinRow};
6950 die "Unknown file type $type\n";
6955 local $SIG{HUP} = 'IGNORE';
6956 local $SIG{INT} = 'IGNORE';
6957 local $SIG{QUIT} = 'IGNORE';
6958 local $SIG{TERM} = 'IGNORE';
6959 local $SIG{TSTP} = 'IGNORE';
6960 local $SIG{PIPE} = 'IGNORE';
6962 my $oldAutoCommit = $FS::UID::AutoCommit;
6963 local $FS::UID::AutoCommit = 0;
6968 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
6972 if ( $type eq 'csv' ) {
6974 last unless scalar(@buffer);
6975 $line = shift(@buffer);
6977 $parser->parse($line) or do {
6978 $dbh->rollback if $oldAutoCommit;
6979 return "can't parse: ". $parser->error_input();
6981 @columns = $parser->fields();
6983 } elsif ( $type eq 'xls' ) {
6985 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
6987 my @row = @{ $parser->{Cells}[$row] };
6988 @columns = map $_->{Val}, @row;
6991 #warn $z++. ": $_\n" for @columns;
6994 die "Unknown file type $type\n";
6997 #warn join('-',@columns);
7000 custbatch => $custbatch,
7001 agentnum => $agentnum,
7003 country => $conf->config('countrydefault') || 'US',
7004 payby => $payby, #default
7005 paydate => '12/2037', #default
7007 my $billtime = time;
7008 my %cust_pkg = ( pkgpart => $pkgpart );
7010 foreach my $field ( @fields ) {
7012 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
7014 #$cust_pkg{$1} = str2time( shift @$columns );
7015 if ( $1 eq 'pkgpart' ) {
7016 $cust_pkg{$1} = shift @columns;
7017 } elsif ( $1 eq 'setup' ) {
7018 $billtime = str2time(shift @columns);
7020 $cust_pkg{$1} = str2time( shift @columns );
7023 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
7025 $svc_x{$1} = shift @columns;
7027 } elsif ( $field =~ /^svc_external\.(id|title)$/ ) {
7029 $svc_x{$1} = shift @columns;
7033 #refnum interception
7034 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
7036 my $referral = $columns[0];
7037 my %hash = ( 'referral' => $referral,
7038 'agentnum' => $agentnum,
7042 my $part_referral = qsearchs('part_referral', \%hash )
7043 || new FS::part_referral \%hash;
7045 unless ( $part_referral->refnum ) {
7046 my $error = $part_referral->insert;
7048 $dbh->rollback if $oldAutoCommit;
7049 return "can't auto-insert advertising source: $referral: $error";
7053 $columns[0] = $part_referral->refnum;
7056 my $value = shift @columns;
7057 $cust_main{$field} = $value if length($value);
7061 $cust_main{'payby'} = 'CARD'
7062 if defined $cust_main{'payinfo'}
7063 && length $cust_main{'payinfo'};
7065 my $invoicing_list = $cust_main{'invoicing_list'}
7066 ? [ delete $cust_main{'invoicing_list'} ]
7069 my $cust_main = new FS::cust_main ( \%cust_main );
7072 tie my %hash, 'Tie::RefHash'; #this part is important
7074 if ( $cust_pkg{'pkgpart'} ) {
7075 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
7079 if ( $svc_x{'username'} ) {
7080 $svcdb = 'svc_acct';
7081 } elsif ( $svc_x{'id'} || $svc_x{'title'} ) {
7082 $svcdb = 'svc_external';
7085 my $part_pkg = $cust_pkg->part_pkg;
7086 unless ( $part_pkg ) {
7087 $dbh->rollback if $oldAutoCommit;
7088 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
7090 $svc_x{svcpart} = $part_pkg->svcpart( $svcdb );
7091 my $class = "FS::$svcdb";
7092 push @svc_x, $class->new( \%svc_x );
7095 $hash{$cust_pkg} = \@svc_x;
7098 my $error = $cust_main->insert( \%hash, $invoicing_list );
7101 $dbh->rollback if $oldAutoCommit;
7102 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
7105 if ( $format eq 'simple' ) {
7107 #false laziness w/bill.cgi
7108 $error = $cust_main->bill( 'time' => $billtime );
7110 $dbh->rollback if $oldAutoCommit;
7111 return "can't bill customer for $line: $error";
7114 $error = $cust_main->apply_payments_and_credits;
7116 $dbh->rollback if $oldAutoCommit;
7117 return "can't bill customer for $line: $error";
7120 $error = $cust_main->collect();
7122 $dbh->rollback if $oldAutoCommit;
7123 return "can't collect customer for $line: $error";
7130 if ( $job && time - $min_sec > $last ) { #progress bar
7131 $job->update_statustext( int(100 * $row / $count) );
7137 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
7139 return "Empty file!" unless $row;
7151 #warn join('-',keys %$param);
7152 my $fh = $param->{filehandle};
7153 my @fields = @{$param->{fields}};
7155 eval "use Text::CSV_XS;";
7158 my $csv = new Text::CSV_XS;
7165 local $SIG{HUP} = 'IGNORE';
7166 local $SIG{INT} = 'IGNORE';
7167 local $SIG{QUIT} = 'IGNORE';
7168 local $SIG{TERM} = 'IGNORE';
7169 local $SIG{TSTP} = 'IGNORE';
7170 local $SIG{PIPE} = 'IGNORE';
7172 my $oldAutoCommit = $FS::UID::AutoCommit;
7173 local $FS::UID::AutoCommit = 0;
7176 #while ( $columns = $csv->getline($fh) ) {
7178 while ( defined($line=<$fh>) ) {
7180 $csv->parse($line) or do {
7181 $dbh->rollback if $oldAutoCommit;
7182 return "can't parse: ". $csv->error_input();
7185 my @columns = $csv->fields();
7186 #warn join('-',@columns);
7189 foreach my $field ( @fields ) {
7190 $row{$field} = shift @columns;
7193 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
7194 unless ( $cust_main ) {
7195 $dbh->rollback if $oldAutoCommit;
7196 return "unknown custnum $row{'custnum'}";
7199 if ( $row{'amount'} > 0 ) {
7200 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
7202 $dbh->rollback if $oldAutoCommit;
7206 } elsif ( $row{'amount'} < 0 ) {
7207 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
7210 $dbh->rollback if $oldAutoCommit;
7220 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7222 return "Empty file!" unless $imported;
7228 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
7230 Sends a templated email notification to the customer (see L<Text::Template>).
7232 OPTIONS is a hash and may include
7234 I<from> - the email sender (default is invoice_from)
7236 I<to> - comma-separated scalar or arrayref of recipients
7237 (default is invoicing_list)
7239 I<subject> - The subject line of the sent email notification
7240 (default is "Notice from company_name")
7242 I<extra_fields> - a hashref of name/value pairs which will be substituted
7245 The following variables are vavailable in the template.
7247 I<$first> - the customer first name
7248 I<$last> - the customer last name
7249 I<$company> - the customer company
7250 I<$payby> - a description of the method of payment for the customer
7251 # would be nice to use FS::payby::shortname
7252 I<$payinfo> - the account information used to collect for this customer
7253 I<$expdate> - the expiration of the customer payment in seconds from epoch
7258 my ($customer, $template, %options) = @_;
7260 return unless $conf->exists($template);
7262 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
7263 $from = $options{from} if exists($options{from});
7265 my $to = join(',', $customer->invoicing_list_emailonly);
7266 $to = $options{to} if exists($options{to});
7268 my $subject = "Notice from " . $conf->config('company_name')
7269 if $conf->exists('company_name');
7270 $subject = $options{subject} if exists($options{subject});
7272 my $notify_template = new Text::Template (TYPE => 'ARRAY',
7273 SOURCE => [ map "$_\n",
7274 $conf->config($template)]
7276 or die "can't create new Text::Template object: Text::Template::ERROR";
7277 $notify_template->compile()
7278 or die "can't compile template: Text::Template::ERROR";
7280 $FS::notify_template::_template::company_name = $conf->config('company_name');
7281 $FS::notify_template::_template::company_address =
7282 join("\n", $conf->config('company_address') ). "\n";
7284 my $paydate = $customer->paydate || '2037-12-31';
7285 $FS::notify_template::_template::first = $customer->first;
7286 $FS::notify_template::_template::last = $customer->last;
7287 $FS::notify_template::_template::company = $customer->company;
7288 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
7289 my $payby = $customer->payby;
7290 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
7291 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
7293 #credit cards expire at the end of the month/year of their exp date
7294 if ($payby eq 'CARD' || $payby eq 'DCRD') {
7295 $FS::notify_template::_template::payby = 'credit card';
7296 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
7297 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
7299 }elsif ($payby eq 'COMP') {
7300 $FS::notify_template::_template::payby = 'complimentary account';
7302 $FS::notify_template::_template::payby = 'current method';
7304 $FS::notify_template::_template::expdate = $expire_time;
7306 for (keys %{$options{extra_fields}}){
7308 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
7311 send_email(from => $from,
7313 subject => $subject,
7314 body => $notify_template->fill_in( PACKAGE =>
7315 'FS::notify_template::_template' ),
7320 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
7322 Generates a templated notification to the customer (see L<Text::Template>).
7324 OPTIONS is a hash and may include
7326 I<extra_fields> - a hashref of name/value pairs which will be substituted
7327 into the template. These values may override values mentioned below
7328 and those from the customer record.
7330 The following variables are available in the template instead of or in addition
7331 to the fields of the customer record.
7333 I<$payby> - a description of the method of payment for the customer
7334 # would be nice to use FS::payby::shortname
7335 I<$payinfo> - the masked account information used to collect for this customer
7336 I<$expdate> - the expiration of the customer payment method in seconds from epoch
7337 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
7341 sub generate_letter {
7342 my ($self, $template, %options) = @_;
7344 return unless $conf->exists($template);
7346 my $letter_template = new Text::Template
7348 SOURCE => [ map "$_\n", $conf->config($template)],
7349 DELIMITERS => [ '[@--', '--@]' ],
7351 or die "can't create new Text::Template object: Text::Template::ERROR";
7353 $letter_template->compile()
7354 or die "can't compile template: Text::Template::ERROR";
7356 my %letter_data = map { $_ => $self->$_ } $self->fields;
7357 $letter_data{payinfo} = $self->mask_payinfo;
7359 #my $paydate = $self->paydate || '2037-12-31';
7360 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
7362 my $payby = $self->payby;
7363 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
7364 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
7366 #credit cards expire at the end of the month/year of their exp date
7367 if ($payby eq 'CARD' || $payby eq 'DCRD') {
7368 $letter_data{payby} = 'credit card';
7369 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
7370 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
7372 }elsif ($payby eq 'COMP') {
7373 $letter_data{payby} = 'complimentary account';
7375 $letter_data{payby} = 'current method';
7377 $letter_data{expdate} = $expire_time;
7379 for (keys %{$options{extra_fields}}){
7380 $letter_data{$_} = $options{extra_fields}->{$_};
7383 unless(exists($letter_data{returnaddress})){
7384 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
7385 $self->agent_template)
7387 if ( length($retadd) ) {
7388 $letter_data{returnaddress} = $retadd;
7389 } elsif ( grep /\S/, $conf->config('company_address') ) {
7390 $letter_data{returnaddress} =
7391 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
7392 $conf->config('company_address')
7395 $letter_data{returnaddress} = '~';
7399 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
7401 $letter_data{company_name} = $conf->config('company_name');
7403 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
7404 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
7408 ) or die "can't open temp file: $!\n";
7410 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
7412 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
7416 =item print_ps TEMPLATE
7418 Returns an postscript letter filled in from TEMPLATE, as a scalar.
7424 my $file = $self->generate_letter(@_);
7425 FS::Misc::generate_ps($file);
7428 =item print TEMPLATE
7430 Prints the filled in template.
7432 TEMPLATE is the name of a L<Text::Template> to fill in and print.
7436 sub queueable_print {
7439 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
7440 or die "invalid customer number: " . $opt{custvnum};
7442 my $error = $self->print( $opt{template} );
7443 die $error if $error;
7447 my ($self, $template) = (shift, shift);
7448 do_print [ $self->print_ps($template) ];
7451 sub agent_template {
7453 $self->_agent_plandata('agent_templatename');
7456 sub agent_invoice_from {
7458 $self->_agent_plandata('agent_invoice_from');
7461 sub _agent_plandata {
7462 my( $self, $option ) = @_;
7464 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
7465 #agent-specific Conf
7467 use FS::part_event::Condition;
7469 my $agentnum = $self->agentnum;
7472 if ( driver_name =~ /^Pg/i ) {
7474 } elsif ( driver_name =~ /^mysql/i ) {
7477 die "don't know how to use regular expressions in ". driver_name. " databases";
7480 my $part_event_option =
7482 'select' => 'part_event_option.*',
7483 'table' => 'part_event_option',
7485 LEFT JOIN part_event USING ( eventpart )
7486 LEFT JOIN part_event_option AS peo_agentnum
7487 ON ( part_event.eventpart = peo_agentnum.eventpart
7488 AND peo_agentnum.optionname = 'agentnum'
7489 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
7491 LEFT JOIN part_event_option AS peo_cust_bill_age
7492 ON ( part_event.eventpart = peo_cust_bill_age.eventpart
7493 AND peo_cust_bill_age.optionname = 'cust_bill_age'
7496 #'hashref' => { 'optionname' => $option },
7497 #'hashref' => { 'part_event_option.optionname' => $option },
7499 " WHERE part_event_option.optionname = ". dbh->quote($option).
7500 " AND action = 'cust_bill_send_agent' ".
7501 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
7502 " AND peo_agentnum.optionname = 'agentnum' ".
7503 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
7505 CASE WHEN peo_cust_bill_age.optionname != 'cust_bill_age'
7507 ELSE ". FS::part_event::Condition->age2seconds_sql('peo_cust_bill_age.optionvalue').
7509 , part_event.weight".
7513 unless ( $part_event_option ) {
7514 return $self->agent->invoice_template || ''
7515 if $option eq 'agent_templatename';
7519 $part_event_option->optionvalue;
7524 ## actual sub, not a method, designed to be called from the queue.
7525 ## sets up the customer, and calls the bill_and_collect
7526 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
7527 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
7528 $cust_main->bill_and_collect(
7539 The delete method should possibly take an FS::cust_main object reference
7540 instead of a scalar customer number.
7542 Bill and collect options should probably be passed as references instead of a
7545 There should probably be a configuration file with a list of allowed credit
7548 No multiple currency support (probably a larger project than just this module).
7550 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
7552 Birthdates rely on negative epoch values.
7554 The payby for card/check batches is broken. With mixed batching, bad
7557 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
7561 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
7562 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
7563 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.