5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
48 use FS::cust_main_exemption;
49 use FS::cust_tax_adjustment;
51 use FS::tax_rate_location;
52 use FS::cust_tax_location;
53 use FS::part_pkg_taxrate;
55 use FS::cust_main_invoice;
57 use FS::cust_credit_bill;
58 use FS::cust_bill_pay;
59 use FS::prepay_credit;
63 use FS::part_event_condition;
66 use FS::payment_gateway;
67 use FS::agent_payment_gateway;
69 use FS::payinfo_Mixin;
72 @ISA = qw( FS::payinfo_Mixin FS::Record );
74 @EXPORT_OK = qw( smart_search );
76 $realtime_bop_decline_quiet = 0;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
88 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
193 (optional, see L<FS::cust_main_county>)
197 (see L<FS::cust_main_county>)
203 (see L<FS::cust_main_county>)
239 (optional, see L<FS::cust_main_county>)
243 (see L<FS::cust_main_county>)
249 (see L<FS::cust_main_county>)
265 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
269 Payment Information (See L<FS::payinfo_Mixin> for data format)
273 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
277 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
281 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
285 Start date month (maestro/solo cards only)
289 Start date year (maestro/solo cards only)
293 Issue number (maestro/solo cards only)
297 Name on card or billing name
301 IP address from which payment information was received
305 Tax exempt, empty or `Y'
309 Order taker (assigned automatically, see L<FS::UID>)
315 =item referral_custnum
317 Referring customer number
321 Enable individual CDR spooling, empty or `Y'
325 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
329 Discourage individual CDR printing, empty or `Y'
339 Creates a new customer. To add the customer to the database, see L<"insert">.
341 Note that this stores the hash reference, not a distinct copy of the hash it
342 points to. You can ask the object for a copy with the I<hash> method.
346 sub table { 'cust_main'; }
348 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
350 Adds this customer to the database. If there is an error, returns the error,
351 otherwise returns false.
353 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
354 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
355 are inserted atomicly, or the transaction is rolled back. Passing an empty
356 hash reference is equivalent to not supplying this parameter. There should be
357 a better explanation of this, but until then, here's an example:
360 tie %hash, 'Tie::RefHash'; #this part is important
362 $cust_pkg => [ $svc_acct ],
365 $cust_main->insert( \%hash );
367 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
368 be set as the invoicing list (see L<"invoicing_list">). Errors return as
369 expected and rollback the entire transaction; it is not necessary to call
370 check_invoicing_list first. The invoicing_list is set after the records in the
371 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
372 invoicing_list destination to the newly-created svc_acct. Here's an example:
374 $cust_main->insert( {}, [ $email, 'POST' ] );
376 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
378 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
379 on the supplied jobnum (they will not run until the specific job completes).
380 This can be used to defer provisioning until some action completes (such
381 as running the customer's credit card successfully).
383 The I<noexport> option is deprecated. If I<noexport> is set true, no
384 provisioning jobs (exports) are scheduled. (You can schedule them later with
385 the B<reexport> method.)
387 The I<tax_exemption> option can be set to an arrayref of tax names.
388 FS::cust_main_exemption records will be created and inserted.
394 my $cust_pkgs = @_ ? shift : {};
395 my $invoicing_list = @_ ? shift : '';
397 warn "$me insert called with options ".
398 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
401 local $SIG{HUP} = 'IGNORE';
402 local $SIG{INT} = 'IGNORE';
403 local $SIG{QUIT} = 'IGNORE';
404 local $SIG{TERM} = 'IGNORE';
405 local $SIG{TSTP} = 'IGNORE';
406 local $SIG{PIPE} = 'IGNORE';
408 my $oldAutoCommit = $FS::UID::AutoCommit;
409 local $FS::UID::AutoCommit = 0;
412 my $prepay_identifier = '';
413 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
415 if ( $self->payby eq 'PREPAY' ) {
417 $self->payby('BILL');
418 $prepay_identifier = $self->payinfo;
421 warn " looking up prepaid card $prepay_identifier\n"
424 my $error = $self->get_prepay( $prepay_identifier,
425 'amount_ref' => \$amount,
426 'seconds_ref' => \$seconds,
427 'upbytes_ref' => \$upbytes,
428 'downbytes_ref' => \$downbytes,
429 'totalbytes_ref' => \$totalbytes,
432 $dbh->rollback if $oldAutoCommit;
433 #return "error applying prepaid card (transaction rolled back): $error";
437 $payby = 'PREP' if $amount;
439 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
442 $self->payby('BILL');
443 $amount = $self->paid;
447 warn " inserting $self\n"
450 $self->signupdate(time) unless $self->signupdate;
452 $self->auto_agent_custid()
453 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
455 my $error = $self->SUPER::insert;
457 $dbh->rollback if $oldAutoCommit;
458 #return "inserting cust_main record (transaction rolled back): $error";
462 warn " setting invoicing list\n"
465 if ( $invoicing_list ) {
466 $error = $self->check_invoicing_list( $invoicing_list );
468 $dbh->rollback if $oldAutoCommit;
469 #return "checking invoicing_list (transaction rolled back): $error";
472 $self->invoicing_list( $invoicing_list );
475 warn " setting customer tags\n"
478 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
479 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
480 'custnum' => $self->custnum };
481 my $error = $cust_tag->insert;
483 $dbh->rollback if $oldAutoCommit;
488 if ( $invoicing_list ) {
489 $error = $self->check_invoicing_list( $invoicing_list );
491 $dbh->rollback if $oldAutoCommit;
492 #return "checking invoicing_list (transaction rolled back): $error";
495 $self->invoicing_list( $invoicing_list );
499 warn " setting cust_main_exemption\n"
502 my $tax_exemption = delete $options{'tax_exemption'};
503 if ( $tax_exemption ) {
504 foreach my $taxname ( @$tax_exemption ) {
505 my $cust_main_exemption = new FS::cust_main_exemption {
506 'custnum' => $self->custnum,
507 'taxname' => $taxname,
509 my $error = $cust_main_exemption->insert;
511 $dbh->rollback if $oldAutoCommit;
512 return "inserting cust_main_exemption (transaction rolled back): $error";
517 if ( $conf->config('cust_main-skeleton_tables')
518 && $conf->config('cust_main-skeleton_custnum') ) {
520 warn " inserting skeleton records\n"
523 my $error = $self->start_copy_skel;
525 $dbh->rollback if $oldAutoCommit;
531 warn " ordering packages\n"
534 $error = $self->order_pkgs( $cust_pkgs,
536 'seconds_ref' => \$seconds,
537 'upbytes_ref' => \$upbytes,
538 'downbytes_ref' => \$downbytes,
539 'totalbytes_ref' => \$totalbytes,
542 $dbh->rollback if $oldAutoCommit;
547 $dbh->rollback if $oldAutoCommit;
548 return "No svc_acct record to apply pre-paid time";
550 if ( $upbytes || $downbytes || $totalbytes ) {
551 $dbh->rollback if $oldAutoCommit;
552 return "No svc_acct record to apply pre-paid data";
556 warn " inserting initial $payby payment of $amount\n"
558 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
560 $dbh->rollback if $oldAutoCommit;
561 return "inserting payment (transaction rolled back): $error";
565 unless ( $import || $skip_fuzzyfiles ) {
566 warn " queueing fuzzyfiles update\n"
568 $error = $self->queue_fuzzyfiles_update;
570 $dbh->rollback if $oldAutoCommit;
571 return "updating fuzzy search cache: $error";
575 warn " insert complete; committing transaction\n"
578 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
583 use File::CounterFile;
584 sub auto_agent_custid {
587 my $format = $conf->config('cust_main-auto_agent_custid');
589 if ( $format eq '1YMMXXXXXXXX' ) {
591 my $counter = new File::CounterFile 'cust_main.agent_custid';
594 my $ym = 100000000000 + time2str('%y%m00000000', time);
595 if ( $ym > $counter->value ) {
596 $counter->{'value'} = $agent_custid = $ym;
597 $counter->{'updated'} = 1;
599 $agent_custid = $counter->inc;
605 die "Unknown cust_main-auto_agent_custid format: $format";
608 $self->agent_custid($agent_custid);
612 sub start_copy_skel {
615 #'mg_user_preference' => {},
616 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
617 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
618 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
619 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
620 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
623 _copy_skel( 'cust_main', #tablename
624 $conf->config('cust_main-skeleton_custnum'), #sourceid
625 $self->custnum, #destid
626 @tables, #child tables
630 #recursive subroutine, not a method
632 my( $table, $sourceid, $destid, %child_tables ) = @_;
635 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
636 ( $table, $primary_key ) = ( $1, $2 );
638 my $dbdef_table = dbdef->table($table);
639 $primary_key = $dbdef_table->primary_key
640 or return "$table has no primary key".
641 " (or do you need to run dbdef-create?)";
644 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
645 join (', ', keys %child_tables). "\n"
648 foreach my $child_table_def ( keys %child_tables ) {
652 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
653 ( $child_table, $child_pkey ) = ( $1, $2 );
655 $child_table = $child_table_def;
657 $child_pkey = dbdef->table($child_table)->primary_key;
658 # or return "$table has no primary key".
659 # " (or do you need to run dbdef-create?)\n";
663 if ( keys %{ $child_tables{$child_table_def} } ) {
665 return "$child_table has no primary key".
666 " (run dbdef-create or try specifying it?)\n"
669 #false laziness w/Record::insert and only works on Pg
670 #refactor the proper last-inserted-id stuff out of Record::insert if this
671 # ever gets use for anything besides a quick kludge for one customer
672 my $default = dbdef->table($child_table)->column($child_pkey)->default;
673 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
674 or return "can't parse $child_table.$child_pkey default value ".
675 " for sequence name: $default";
680 my @sel_columns = grep { $_ ne $primary_key }
681 dbdef->table($child_table)->columns;
682 my $sel_columns = join(', ', @sel_columns );
684 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
685 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
686 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
688 my $sel_st = "SELECT $sel_columns FROM $child_table".
689 " WHERE $primary_key = $sourceid";
692 my $sel_sth = dbh->prepare( $sel_st )
693 or return dbh->errstr;
695 $sel_sth->execute or return $sel_sth->errstr;
697 while ( my $row = $sel_sth->fetchrow_hashref ) {
699 warn " selected row: ".
700 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
704 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
705 my $ins_sth =dbh->prepare($statement)
706 or return dbh->errstr;
707 my @param = ( $destid, map $row->{$_}, @ins_columns );
708 warn " $statement: [ ". join(', ', @param). " ]\n"
710 $ins_sth->execute( @param )
711 or return $ins_sth->errstr;
713 #next unless keys %{ $child_tables{$child_table} };
714 next unless $sequence;
716 #another section of that laziness
717 my $seq_sql = "SELECT currval('$sequence')";
718 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
719 $seq_sth->execute or return $seq_sth->errstr;
720 my $insertid = $seq_sth->fetchrow_arrayref->[0];
722 # don't drink soap! recurse! recurse! okay!
724 _copy_skel( $child_table_def,
725 $row->{$child_pkey}, #sourceid
727 %{ $child_tables{$child_table_def} },
729 return $error if $error;
739 =item order_pkg HASHREF | OPTION => VALUE ...
741 Orders a single package.
743 Options may be passed as a list of key/value pairs or as a hash reference.
754 Optional FS::cust_location object
758 Optional arryaref of FS::svc_* service objects.
762 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
763 jobs will have a dependancy on the supplied job (they will not run until the
764 specific job completes). This can be used to defer provisioning until some
765 action completes (such as running the customer's credit card successfully).
769 Optional subject for a ticket created and attached to this customer
773 Optional queue name for ticket additions
781 my $opt = ref($_[0]) ? shift : { @_ };
783 warn "$me order_pkg called with options ".
784 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
787 my $cust_pkg = $opt->{'cust_pkg'};
788 my $svcs = $opt->{'svcs'} || [];
790 my %svc_options = ();
791 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
792 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
794 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
795 qw( ticket_subject ticket_queue );
797 local $SIG{HUP} = 'IGNORE';
798 local $SIG{INT} = 'IGNORE';
799 local $SIG{QUIT} = 'IGNORE';
800 local $SIG{TERM} = 'IGNORE';
801 local $SIG{TSTP} = 'IGNORE';
802 local $SIG{PIPE} = 'IGNORE';
804 my $oldAutoCommit = $FS::UID::AutoCommit;
805 local $FS::UID::AutoCommit = 0;
808 if ( $opt->{'cust_location'} &&
809 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
810 my $error = $opt->{'cust_location'}->insert;
812 $dbh->rollback if $oldAutoCommit;
813 return "inserting cust_location (transaction rolled back): $error";
815 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
818 $cust_pkg->custnum( $self->custnum );
820 my $error = $cust_pkg->insert( %insert_params );
822 $dbh->rollback if $oldAutoCommit;
823 return "inserting cust_pkg (transaction rolled back): $error";
826 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
827 if ( $svc_something->svcnum ) {
828 my $old_cust_svc = $svc_something->cust_svc;
829 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
830 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
831 $error = $new_cust_svc->replace($old_cust_svc);
833 $svc_something->pkgnum( $cust_pkg->pkgnum );
834 if ( $svc_something->isa('FS::svc_acct') ) {
835 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
836 qw( seconds upbytes downbytes totalbytes ) ) {
837 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
838 ${ $opt->{$_.'_ref'} } = 0;
841 $error = $svc_something->insert(%svc_options);
844 $dbh->rollback if $oldAutoCommit;
845 return "inserting svc_ (transaction rolled back): $error";
849 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
854 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
855 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
857 Like the insert method on an existing record, this method orders multiple
858 packages and included services atomicaly. Pass a Tie::RefHash data structure
859 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
860 There should be a better explanation of this, but until then, here's an
864 tie %hash, 'Tie::RefHash'; #this part is important
866 $cust_pkg => [ $svc_acct ],
869 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
871 Services can be new, in which case they are inserted, or existing unaudited
872 services, in which case they are linked to the newly-created package.
874 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
875 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
877 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
878 on the supplied jobnum (they will not run until the specific job completes).
879 This can be used to defer provisioning until some action completes (such
880 as running the customer's credit card successfully).
882 The I<noexport> option is deprecated. If I<noexport> is set true, no
883 provisioning jobs (exports) are scheduled. (You can schedule them later with
884 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
885 on the cust_main object is not recommended, as existing services will also be
888 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
889 provided, the scalars (provided by references) will be incremented by the
890 values of the prepaid card.`
896 my $cust_pkgs = shift;
897 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
899 $seconds_ref ||= $options{'seconds_ref'};
901 warn "$me order_pkgs called with options ".
902 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
905 local $SIG{HUP} = 'IGNORE';
906 local $SIG{INT} = 'IGNORE';
907 local $SIG{QUIT} = 'IGNORE';
908 local $SIG{TERM} = 'IGNORE';
909 local $SIG{TSTP} = 'IGNORE';
910 local $SIG{PIPE} = 'IGNORE';
912 my $oldAutoCommit = $FS::UID::AutoCommit;
913 local $FS::UID::AutoCommit = 0;
916 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
918 foreach my $cust_pkg ( keys %$cust_pkgs ) {
920 my $error = $self->order_pkg(
921 'cust_pkg' => $cust_pkg,
922 'svcs' => $cust_pkgs->{$cust_pkg},
923 'seconds_ref' => $seconds_ref,
924 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
929 $dbh->rollback if $oldAutoCommit;
935 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
939 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
941 Recharges this (existing) customer with the specified prepaid card (see
942 L<FS::prepay_credit>), specified either by I<identifier> or as an
943 FS::prepay_credit object. If there is an error, returns the error, otherwise
946 Optionally, five scalar references can be passed as well. They will have their
947 values filled in with the amount, number of seconds, and number of upload,
948 download, and total bytes applied by this prepaid card.
952 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
953 #the only place that uses these args
954 sub recharge_prepay {
955 my( $self, $prepay_credit, $amountref, $secondsref,
956 $upbytesref, $downbytesref, $totalbytesref ) = @_;
958 local $SIG{HUP} = 'IGNORE';
959 local $SIG{INT} = 'IGNORE';
960 local $SIG{QUIT} = 'IGNORE';
961 local $SIG{TERM} = 'IGNORE';
962 local $SIG{TSTP} = 'IGNORE';
963 local $SIG{PIPE} = 'IGNORE';
965 my $oldAutoCommit = $FS::UID::AutoCommit;
966 local $FS::UID::AutoCommit = 0;
969 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
971 my $error = $self->get_prepay( $prepay_credit,
972 'amount_ref' => \$amount,
973 'seconds_ref' => \$seconds,
974 'upbytes_ref' => \$upbytes,
975 'downbytes_ref' => \$downbytes,
976 'totalbytes_ref' => \$totalbytes,
978 || $self->increment_seconds($seconds)
979 || $self->increment_upbytes($upbytes)
980 || $self->increment_downbytes($downbytes)
981 || $self->increment_totalbytes($totalbytes)
982 || $self->insert_cust_pay_prepay( $amount,
984 ? $prepay_credit->identifier
989 $dbh->rollback if $oldAutoCommit;
993 if ( defined($amountref) ) { $$amountref = $amount; }
994 if ( defined($secondsref) ) { $$secondsref = $seconds; }
995 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
996 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
997 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
999 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1004 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1006 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1007 specified either by I<identifier> or as an FS::prepay_credit object.
1009 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
1010 incremented by the values of the prepaid card.
1012 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1013 check or set this customer's I<agentnum>.
1015 If there is an error, returns the error, otherwise returns false.
1021 my( $self, $prepay_credit, %opt ) = @_;
1023 local $SIG{HUP} = 'IGNORE';
1024 local $SIG{INT} = 'IGNORE';
1025 local $SIG{QUIT} = 'IGNORE';
1026 local $SIG{TERM} = 'IGNORE';
1027 local $SIG{TSTP} = 'IGNORE';
1028 local $SIG{PIPE} = 'IGNORE';
1030 my $oldAutoCommit = $FS::UID::AutoCommit;
1031 local $FS::UID::AutoCommit = 0;
1034 unless ( ref($prepay_credit) ) {
1036 my $identifier = $prepay_credit;
1038 $prepay_credit = qsearchs(
1040 { 'identifier' => $prepay_credit },
1045 unless ( $prepay_credit ) {
1046 $dbh->rollback if $oldAutoCommit;
1047 return "Invalid prepaid card: ". $identifier;
1052 if ( $prepay_credit->agentnum ) {
1053 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1054 $dbh->rollback if $oldAutoCommit;
1055 return "prepaid card not valid for agent ". $self->agentnum;
1057 $self->agentnum($prepay_credit->agentnum);
1060 my $error = $prepay_credit->delete;
1062 $dbh->rollback if $oldAutoCommit;
1063 return "removing prepay_credit (transaction rolled back): $error";
1066 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1067 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1069 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1074 =item increment_upbytes SECONDS
1076 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1077 the specified number of upbytes. If there is an error, returns the error,
1078 otherwise returns false.
1082 sub increment_upbytes {
1083 _increment_column( shift, 'upbytes', @_);
1086 =item increment_downbytes SECONDS
1088 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1089 the specified number of downbytes. If there is an error, returns the error,
1090 otherwise returns false.
1094 sub increment_downbytes {
1095 _increment_column( shift, 'downbytes', @_);
1098 =item increment_totalbytes SECONDS
1100 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1101 the specified number of totalbytes. If there is an error, returns the error,
1102 otherwise returns false.
1106 sub increment_totalbytes {
1107 _increment_column( shift, 'totalbytes', @_);
1110 =item increment_seconds SECONDS
1112 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1113 the specified number of seconds. If there is an error, returns the error,
1114 otherwise returns false.
1118 sub increment_seconds {
1119 _increment_column( shift, 'seconds', @_);
1122 =item _increment_column AMOUNT
1124 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1125 the specified number of seconds or bytes. If there is an error, returns
1126 the error, otherwise returns false.
1130 sub _increment_column {
1131 my( $self, $column, $amount ) = @_;
1132 warn "$me increment_column called: $column, $amount\n"
1135 return '' unless $amount;
1137 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1138 $self->ncancelled_pkgs;
1140 if ( ! @cust_pkg ) {
1141 return 'No packages with primary or single services found'.
1142 ' to apply pre-paid time';
1143 } elsif ( scalar(@cust_pkg) > 1 ) {
1144 #maybe have a way to specify the package/account?
1145 return 'Multiple packages found to apply pre-paid time';
1148 my $cust_pkg = $cust_pkg[0];
1149 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1153 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1155 if ( ! @cust_svc ) {
1156 return 'No account found to apply pre-paid time';
1157 } elsif ( scalar(@cust_svc) > 1 ) {
1158 return 'Multiple accounts found to apply pre-paid time';
1161 my $svc_acct = $cust_svc[0]->svc_x;
1162 warn " found service svcnum ". $svc_acct->pkgnum.
1163 ' ('. $svc_acct->email. ")\n"
1166 $column = "increment_$column";
1167 $svc_acct->$column($amount);
1171 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1173 Inserts a prepayment in the specified amount for this customer. An optional
1174 second argument can specify the prepayment identifier for tracking purposes.
1175 If there is an error, returns the error, otherwise returns false.
1179 sub insert_cust_pay_prepay {
1180 shift->insert_cust_pay('PREP', @_);
1183 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1185 Inserts a cash payment in the specified amount for this customer. An optional
1186 second argument can specify the payment identifier for tracking purposes.
1187 If there is an error, returns the error, otherwise returns false.
1191 sub insert_cust_pay_cash {
1192 shift->insert_cust_pay('CASH', @_);
1195 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1197 Inserts a Western Union payment in the specified amount for this customer. An
1198 optional second argument can specify the prepayment identifier for tracking
1199 purposes. If there is an error, returns the error, otherwise returns false.
1203 sub insert_cust_pay_west {
1204 shift->insert_cust_pay('WEST', @_);
1207 sub insert_cust_pay {
1208 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1209 my $payinfo = scalar(@_) ? shift : '';
1211 my $cust_pay = new FS::cust_pay {
1212 'custnum' => $self->custnum,
1213 'paid' => sprintf('%.2f', $amount),
1214 #'_date' => #date the prepaid card was purchased???
1216 'payinfo' => $payinfo,
1224 This method is deprecated. See the I<depend_jobnum> option to the insert and
1225 order_pkgs methods for a better way to defer provisioning.
1227 Re-schedules all exports by calling the B<reexport> method of all associated
1228 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1229 otherwise returns false.
1236 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1237 "use the depend_jobnum option to insert or order_pkgs to delay export";
1239 local $SIG{HUP} = 'IGNORE';
1240 local $SIG{INT} = 'IGNORE';
1241 local $SIG{QUIT} = 'IGNORE';
1242 local $SIG{TERM} = 'IGNORE';
1243 local $SIG{TSTP} = 'IGNORE';
1244 local $SIG{PIPE} = 'IGNORE';
1246 my $oldAutoCommit = $FS::UID::AutoCommit;
1247 local $FS::UID::AutoCommit = 0;
1250 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1251 my $error = $cust_pkg->reexport;
1253 $dbh->rollback if $oldAutoCommit;
1258 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1263 =item delete NEW_CUSTNUM
1265 This deletes the customer. If there is an error, returns the error, otherwise
1268 This will completely remove all traces of the customer record. This is not
1269 what you want when a customer cancels service; for that, cancel all of the
1270 customer's packages (see L</cancel>).
1272 If the customer has any uncancelled packages, you need to pass a new (valid)
1273 customer number for those packages to be transferred to. Cancelled packages
1274 will be deleted. Did I mention that this is NOT what you want when a customer
1275 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1277 You can't delete a customer with invoices (see L<FS::cust_bill>),
1278 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1279 refunds (see L<FS::cust_refund>).
1286 local $SIG{HUP} = 'IGNORE';
1287 local $SIG{INT} = 'IGNORE';
1288 local $SIG{QUIT} = 'IGNORE';
1289 local $SIG{TERM} = 'IGNORE';
1290 local $SIG{TSTP} = 'IGNORE';
1291 local $SIG{PIPE} = 'IGNORE';
1293 my $oldAutoCommit = $FS::UID::AutoCommit;
1294 local $FS::UID::AutoCommit = 0;
1297 if ( $self->cust_bill ) {
1298 $dbh->rollback if $oldAutoCommit;
1299 return "Can't delete a customer with invoices";
1301 if ( $self->cust_credit ) {
1302 $dbh->rollback if $oldAutoCommit;
1303 return "Can't delete a customer with credits";
1305 if ( $self->cust_pay ) {
1306 $dbh->rollback if $oldAutoCommit;
1307 return "Can't delete a customer with payments";
1309 if ( $self->cust_refund ) {
1310 $dbh->rollback if $oldAutoCommit;
1311 return "Can't delete a customer with refunds";
1314 my @cust_pkg = $self->ncancelled_pkgs;
1316 my $new_custnum = shift;
1317 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1318 $dbh->rollback if $oldAutoCommit;
1319 return "Invalid new customer number: $new_custnum";
1321 foreach my $cust_pkg ( @cust_pkg ) {
1322 my %hash = $cust_pkg->hash;
1323 $hash{'custnum'} = $new_custnum;
1324 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1325 my $error = $new_cust_pkg->replace($cust_pkg,
1326 options => { $cust_pkg->options },
1329 $dbh->rollback if $oldAutoCommit;
1334 my @cancelled_cust_pkg = $self->all_pkgs;
1335 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1336 my $error = $cust_pkg->delete;
1338 $dbh->rollback if $oldAutoCommit;
1343 foreach my $table (qw( cust_main_invoice cust_main_exemption cust_tag )) {
1344 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1345 my $error = $record->delete;
1347 $dbh->rollback if $oldAutoCommit;
1353 my $error = $self->SUPER::delete;
1355 $dbh->rollback if $oldAutoCommit;
1359 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1364 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1367 Replaces the OLD_RECORD with this one in the database. If there is an error,
1368 returns the error, otherwise returns false.
1370 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1371 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1372 expected and rollback the entire transaction; it is not necessary to call
1373 check_invoicing_list first. Here's an example:
1375 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1377 Currently available options are: I<tax_exemption>.
1379 The I<tax_exemption> option can be set to an arrayref of tax names.
1380 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1387 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1389 : $self->replace_old;
1393 warn "$me replace called\n"
1396 my $curuser = $FS::CurrentUser::CurrentUser;
1397 if ( $self->payby eq 'COMP'
1398 && $self->payby ne $old->payby
1399 && ! $curuser->access_right('Complimentary customer')
1402 return "You are not permitted to create complimentary accounts.";
1405 local($ignore_expired_card) = 1
1406 if $old->payby =~ /^(CARD|DCRD)$/
1407 && $self->payby =~ /^(CARD|DCRD)$/
1408 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1410 local $SIG{HUP} = 'IGNORE';
1411 local $SIG{INT} = 'IGNORE';
1412 local $SIG{QUIT} = 'IGNORE';
1413 local $SIG{TERM} = 'IGNORE';
1414 local $SIG{TSTP} = 'IGNORE';
1415 local $SIG{PIPE} = 'IGNORE';
1417 my $oldAutoCommit = $FS::UID::AutoCommit;
1418 local $FS::UID::AutoCommit = 0;
1421 my $error = $self->SUPER::replace($old);
1424 $dbh->rollback if $oldAutoCommit;
1428 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1429 my $invoicing_list = shift @param;
1430 $error = $self->check_invoicing_list( $invoicing_list );
1432 $dbh->rollback if $oldAutoCommit;
1435 $self->invoicing_list( $invoicing_list );
1438 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1440 #this could be more efficient than deleting and re-inserting, if it matters
1441 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1442 my $error = $cust_tag->delete;
1444 $dbh->rollback if $oldAutoCommit;
1448 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1449 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1450 'custnum' => $self->custnum };
1451 my $error = $cust_tag->insert;
1453 $dbh->rollback if $oldAutoCommit;
1460 my %options = @param;
1462 my $tax_exemption = delete $options{'tax_exemption'};
1463 if ( $tax_exemption ) {
1465 my %cust_main_exemption =
1466 map { $_->taxname => $_ }
1467 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1469 foreach my $taxname ( @$tax_exemption ) {
1471 next if delete $cust_main_exemption{$taxname};
1473 my $cust_main_exemption = new FS::cust_main_exemption {
1474 'custnum' => $self->custnum,
1475 'taxname' => $taxname,
1477 my $error = $cust_main_exemption->insert;
1479 $dbh->rollback if $oldAutoCommit;
1480 return "inserting cust_main_exemption (transaction rolled back): $error";
1484 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1485 my $error = $cust_main_exemption->delete;
1487 $dbh->rollback if $oldAutoCommit;
1488 return "deleting cust_main_exemption (transaction rolled back): $error";
1494 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1495 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1496 # card/check/lec info has changed, want to retry realtime_ invoice events
1497 my $error = $self->retry_realtime;
1499 $dbh->rollback if $oldAutoCommit;
1504 unless ( $import || $skip_fuzzyfiles ) {
1505 $error = $self->queue_fuzzyfiles_update;
1507 $dbh->rollback if $oldAutoCommit;
1508 return "updating fuzzy search cache: $error";
1512 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1517 =item queue_fuzzyfiles_update
1519 Used by insert & replace to update the fuzzy search cache
1523 sub queue_fuzzyfiles_update {
1526 local $SIG{HUP} = 'IGNORE';
1527 local $SIG{INT} = 'IGNORE';
1528 local $SIG{QUIT} = 'IGNORE';
1529 local $SIG{TERM} = 'IGNORE';
1530 local $SIG{TSTP} = 'IGNORE';
1531 local $SIG{PIPE} = 'IGNORE';
1533 my $oldAutoCommit = $FS::UID::AutoCommit;
1534 local $FS::UID::AutoCommit = 0;
1537 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1538 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1540 $dbh->rollback if $oldAutoCommit;
1541 return "queueing job (transaction rolled back): $error";
1544 if ( $self->ship_last ) {
1545 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1546 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1548 $dbh->rollback if $oldAutoCommit;
1549 return "queueing job (transaction rolled back): $error";
1553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1560 Checks all fields to make sure this is a valid customer record. If there is
1561 an error, returns the error, otherwise returns false. Called by the insert
1562 and replace methods.
1569 warn "$me check BEFORE: \n". $self->_dump
1573 $self->ut_numbern('custnum')
1574 || $self->ut_number('agentnum')
1575 || $self->ut_textn('agent_custid')
1576 || $self->ut_number('refnum')
1577 || $self->ut_textn('custbatch')
1578 || $self->ut_name('last')
1579 || $self->ut_name('first')
1580 || $self->ut_snumbern('birthdate')
1581 || $self->ut_snumbern('signupdate')
1582 || $self->ut_textn('company')
1583 || $self->ut_text('address1')
1584 || $self->ut_textn('address2')
1585 || $self->ut_text('city')
1586 || $self->ut_textn('county')
1587 || $self->ut_textn('state')
1588 || $self->ut_country('country')
1589 || $self->ut_anything('comments')
1590 || $self->ut_numbern('referral_custnum')
1591 || $self->ut_textn('stateid')
1592 || $self->ut_textn('stateid_state')
1593 || $self->ut_textn('invoice_terms')
1594 || $self->ut_alphan('geocode')
1595 || $self->ut_floatn('cdr_termination_percentage')
1598 #barf. need message catalogs. i18n. etc.
1599 $error .= "Please select an advertising source."
1600 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1601 return $error if $error;
1603 return "Unknown agent"
1604 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1606 return "Unknown refnum"
1607 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1609 return "Unknown referring custnum: ". $self->referral_custnum
1610 unless ! $self->referral_custnum
1611 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1613 if ( $self->censustract ne '' ) {
1614 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1615 or return "Illegal census tract: ". $self->censustract;
1617 $self->censustract("$1.$2");
1620 if ( $self->ss eq '' ) {
1625 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1626 or return "Illegal social security number: ". $self->ss;
1627 $self->ss("$1-$2-$3");
1631 # bad idea to disable, causes billing to fail because of no tax rates later
1632 # unless ( $import ) {
1633 unless ( qsearch('cust_main_county', {
1634 'country' => $self->country,
1637 return "Unknown state/county/country: ".
1638 $self->state. "/". $self->county. "/". $self->country
1639 unless qsearch('cust_main_county',{
1640 'state' => $self->state,
1641 'county' => $self->county,
1642 'country' => $self->country,
1648 $self->ut_phonen('daytime', $self->country)
1649 || $self->ut_phonen('night', $self->country)
1650 || $self->ut_phonen('fax', $self->country)
1651 || $self->ut_zip('zip', $self->country)
1653 return $error if $error;
1655 if ( $conf->exists('cust_main-require_phone')
1656 && ! length($self->daytime) && ! length($self->night)
1659 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1661 : FS::Msgcat::_gettext('daytime');
1662 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1664 : FS::Msgcat::_gettext('night');
1666 return "$daytime_label or $night_label is required"
1670 if ( $self->has_ship_address
1671 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1672 $self->addr_fields )
1676 $self->ut_name('ship_last')
1677 || $self->ut_name('ship_first')
1678 || $self->ut_textn('ship_company')
1679 || $self->ut_text('ship_address1')
1680 || $self->ut_textn('ship_address2')
1681 || $self->ut_text('ship_city')
1682 || $self->ut_textn('ship_county')
1683 || $self->ut_textn('ship_state')
1684 || $self->ut_country('ship_country')
1686 return $error if $error;
1688 #false laziness with above
1689 unless ( qsearchs('cust_main_county', {
1690 'country' => $self->ship_country,
1693 return "Unknown ship_state/ship_county/ship_country: ".
1694 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1695 unless qsearch('cust_main_county',{
1696 'state' => $self->ship_state,
1697 'county' => $self->ship_county,
1698 'country' => $self->ship_country,
1704 $self->ut_phonen('ship_daytime', $self->ship_country)
1705 || $self->ut_phonen('ship_night', $self->ship_country)
1706 || $self->ut_phonen('ship_fax', $self->ship_country)
1707 || $self->ut_zip('ship_zip', $self->ship_country)
1709 return $error if $error;
1711 return "Unit # is required."
1712 if $self->ship_address2 =~ /^\s*$/
1713 && $conf->exists('cust_main-require_address2');
1715 } else { # ship_ info eq billing info, so don't store dup info in database
1717 $self->setfield("ship_$_", '')
1718 foreach $self->addr_fields;
1720 return "Unit # is required."
1721 if $self->address2 =~ /^\s*$/
1722 && $conf->exists('cust_main-require_address2');
1726 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1727 # or return "Illegal payby: ". $self->payby;
1729 FS::payby->can_payby($self->table, $self->payby)
1730 or return "Illegal payby: ". $self->payby;
1732 $error = $self->ut_numbern('paystart_month')
1733 || $self->ut_numbern('paystart_year')
1734 || $self->ut_numbern('payissue')
1735 || $self->ut_textn('paytype')
1737 return $error if $error;
1739 if ( $self->payip eq '' ) {
1742 $error = $self->ut_ip('payip');
1743 return $error if $error;
1746 # If it is encrypted and the private key is not availaible then we can't
1747 # check the credit card.
1749 my $check_payinfo = 1;
1751 if ($self->is_encrypted($self->payinfo)) {
1755 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1757 my $payinfo = $self->payinfo;
1758 $payinfo =~ s/\D//g;
1759 $payinfo =~ /^(\d{13,16})$/
1760 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1762 $self->payinfo($payinfo);
1764 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1766 return gettext('unknown_card_type')
1767 if cardtype($self->payinfo) eq "Unknown";
1769 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1771 return 'Banned credit card: banned on '.
1772 time2str('%a %h %o at %r', $ban->_date).
1773 ' by '. $ban->otaker.
1774 ' (ban# '. $ban->bannum. ')';
1777 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1778 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1779 $self->paycvv =~ /^(\d{4})$/
1780 or return "CVV2 (CID) for American Express cards is four digits.";
1783 $self->paycvv =~ /^(\d{3})$/
1784 or return "CVV2 (CVC2/CID) is three digits.";
1791 my $cardtype = cardtype($payinfo);
1792 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1794 return "Start date or issue number is required for $cardtype cards"
1795 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1797 return "Start month must be between 1 and 12"
1798 if $self->paystart_month
1799 and $self->paystart_month < 1 || $self->paystart_month > 12;
1801 return "Start year must be 1990 or later"
1802 if $self->paystart_year
1803 and $self->paystart_year < 1990;
1805 return "Issue number must be beween 1 and 99"
1807 and $self->payissue < 1 || $self->payissue > 99;
1810 $self->paystart_month('');
1811 $self->paystart_year('');
1812 $self->payissue('');
1815 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1817 my $payinfo = $self->payinfo;
1818 $payinfo =~ s/[^\d\@]//g;
1819 if ( $conf->exists('echeck-nonus') ) {
1820 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1821 $payinfo = "$1\@$2";
1823 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1824 $payinfo = "$1\@$2";
1826 $self->payinfo($payinfo);
1829 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1831 return 'Banned ACH account: banned on '.
1832 time2str('%a %h %o at %r', $ban->_date).
1833 ' by '. $ban->otaker.
1834 ' (ban# '. $ban->bannum. ')';
1837 } elsif ( $self->payby eq 'LECB' ) {
1839 my $payinfo = $self->payinfo;
1840 $payinfo =~ s/\D//g;
1841 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1843 $self->payinfo($payinfo);
1846 } elsif ( $self->payby eq 'BILL' ) {
1848 $error = $self->ut_textn('payinfo');
1849 return "Illegal P.O. number: ". $self->payinfo if $error;
1852 } elsif ( $self->payby eq 'COMP' ) {
1854 my $curuser = $FS::CurrentUser::CurrentUser;
1855 if ( ! $self->custnum
1856 && ! $curuser->access_right('Complimentary customer')
1859 return "You are not permitted to create complimentary accounts."
1862 $error = $self->ut_textn('payinfo');
1863 return "Illegal comp account issuer: ". $self->payinfo if $error;
1866 } elsif ( $self->payby eq 'PREPAY' ) {
1868 my $payinfo = $self->payinfo;
1869 $payinfo =~ s/\W//g; #anything else would just confuse things
1870 $self->payinfo($payinfo);
1871 $error = $self->ut_alpha('payinfo');
1872 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1873 return "Unknown prepayment identifier"
1874 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1879 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1880 return "Expiration date required"
1881 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1885 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1886 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1887 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1888 ( $m, $y ) = ( $2, "19$1" );
1889 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1890 ( $m, $y ) = ( $3, "20$2" );
1892 return "Illegal expiration date: ". $self->paydate;
1894 $self->paydate("$y-$m-01");
1895 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1896 return gettext('expired_card')
1898 && !$ignore_expired_card
1899 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1902 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1903 ( ! $conf->exists('require_cardname')
1904 || $self->payby !~ /^(CARD|DCRD)$/ )
1906 $self->payname( $self->first. " ". $self->getfield('last') );
1908 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1909 or return gettext('illegal_name'). " payname: ". $self->payname;
1913 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1914 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1918 $self->otaker(getotaker) unless $self->otaker;
1920 warn "$me check AFTER: \n". $self->_dump
1923 $self->SUPER::check;
1928 Returns a list of fields which have ship_ duplicates.
1933 qw( last first company
1934 address1 address2 city county state zip country
1939 =item has_ship_address
1941 Returns true if this customer record has a separate shipping address.
1945 sub has_ship_address {
1947 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1952 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1953 city, county, state, zip, country. The shipping address is used if present.
1957 #geocode? dependent on tax-ship_address config, not available in cust_location
1958 #mostly. not yet then.
1962 my $prefix = $self->has_ship_address ? 'ship_' : '';
1964 map { $_ => $self->get($prefix.$_) }
1965 qw( address1 address2 city county state zip country geocode );
1966 #fields that cust_location has
1969 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1971 Returns all packages (see L<FS::cust_pkg>) for this customer.
1977 my $extra_qsearch = ref($_[0]) ? shift : {};
1979 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1982 if ( $self->{'_pkgnum'} ) {
1983 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1985 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1988 sort sort_packages @cust_pkg;
1993 Synonym for B<all_pkgs>.
1998 shift->all_pkgs(@_);
2003 Returns all locations (see L<FS::cust_location>) for this customer.
2009 qsearch('cust_location', { 'custnum' => $self->custnum } );
2012 =item location_label [ OPTION => VALUE ... ]
2014 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2022 used to separate the address elements (defaults to ', ')
2024 =item escape_function
2026 a callback used for escaping the text of the address elements
2032 # false laziness with FS::cust_location::line
2034 sub location_label {
2038 my $separator = $opt{join_string} || ', ';
2039 my $escape = $opt{escape_function} || sub{ shift };
2041 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2042 my $prefix = length($self->ship_last) ? 'ship_' : '';
2045 foreach (qw ( address1 address2 ) ) {
2046 my $method = "$prefix$_";
2047 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2052 foreach (qw ( city county state zip ) ) {
2053 my $method = "$prefix$_";
2054 if ( $self->$method ) {
2055 $line .= ' (' if $method eq 'county';
2056 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2057 $line .= ' )' if $method eq 'county';
2061 $line .= $separator. &$escape(code2country($self->country))
2062 if $self->country ne $cydefault;
2067 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2069 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2073 sub ncancelled_pkgs {
2075 my $extra_qsearch = ref($_[0]) ? shift : {};
2077 return $self->num_ncancelled_pkgs unless wantarray;
2080 if ( $self->{'_pkgnum'} ) {
2082 warn "$me ncancelled_pkgs: returning cached objects"
2085 @cust_pkg = grep { ! $_->getfield('cancel') }
2086 values %{ $self->{'_pkgnum'}->cache };
2090 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2091 $self->custnum. "\n"
2094 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2096 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2100 sort sort_packages @cust_pkg;
2106 my $extra_qsearch = ref($_[0]) ? shift : {};
2108 $extra_qsearch->{'select'} ||= '*';
2109 $extra_qsearch->{'select'} .=
2110 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2114 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2119 'table' => 'cust_pkg',
2120 'hashref' => { 'custnum' => $self->custnum },
2125 # This should be generalized to use config options to determine order.
2128 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2129 return $locationsort if $locationsort;
2131 if ( $a->get('cancel') xor $b->get('cancel') ) {
2132 return -1 if $b->get('cancel');
2133 return 1 if $a->get('cancel');
2134 #shouldn't get here...
2137 my $a_num_cust_svc = $a->num_cust_svc;
2138 my $b_num_cust_svc = $b->num_cust_svc;
2139 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2140 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2141 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2142 my @a_cust_svc = $a->cust_svc;
2143 my @b_cust_svc = $b->cust_svc;
2144 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2145 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2146 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
2147 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2152 =item suspended_pkgs
2154 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2158 sub suspended_pkgs {
2160 grep { $_->susp } $self->ncancelled_pkgs;
2163 =item unflagged_suspended_pkgs
2165 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2166 customer (thouse packages without the `manual_flag' set).
2170 sub unflagged_suspended_pkgs {
2172 return $self->suspended_pkgs
2173 unless dbdef->table('cust_pkg')->column('manual_flag');
2174 grep { ! $_->manual_flag } $self->suspended_pkgs;
2177 =item unsuspended_pkgs
2179 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2184 sub unsuspended_pkgs {
2186 grep { ! $_->susp } $self->ncancelled_pkgs;
2191 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2192 this customer that are active (recurring).
2198 grep { my $part_pkg = $_->part_pkg;
2199 $part_pkg->freq ne '' && $part_pkg->freq ne '0';
2201 $self->unsuspended_pkgs;;
2204 =item next_bill_date
2206 Returns the next date this customer will be billed, as a UNIX timestamp, or
2207 undef if no active package has a next bill date.
2211 sub next_bill_date {
2213 min( map $_->get('bill'), grep $_->get('bill'), $self->active_pkgs );
2216 =item num_cancelled_pkgs
2218 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2223 sub num_cancelled_pkgs {
2224 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2227 sub num_ncancelled_pkgs {
2228 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2232 my( $self ) = shift;
2233 my $sql = scalar(@_) ? shift : '';
2234 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2235 my $sth = dbh->prepare(
2236 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2237 ) or die dbh->errstr;
2238 $sth->execute($self->custnum) or die $sth->errstr;
2239 $sth->fetchrow_arrayref->[0];
2244 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2245 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2246 on success or a list of errors.
2252 grep { $_->unsuspend } $self->suspended_pkgs;
2257 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2259 Returns a list: an empty list on success or a list of errors.
2265 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2268 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2270 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2271 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2272 of a list of pkgparts; the hashref has the following keys:
2276 =item pkgparts - listref of pkgparts
2278 =item (other options are passed to the suspend method)
2283 Returns a list: an empty list on success or a list of errors.
2287 sub suspend_if_pkgpart {
2289 my (@pkgparts, %opt);
2290 if (ref($_[0]) eq 'HASH'){
2291 @pkgparts = @{$_[0]{pkgparts}};
2296 grep { $_->suspend(%opt) }
2297 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2298 $self->unsuspended_pkgs;
2301 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2303 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2304 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2305 instead of a list of pkgparts; the hashref has the following keys:
2309 =item pkgparts - listref of pkgparts
2311 =item (other options are passed to the suspend method)
2315 Returns a list: an empty list on success or a list of errors.
2319 sub suspend_unless_pkgpart {
2321 my (@pkgparts, %opt);
2322 if (ref($_[0]) eq 'HASH'){
2323 @pkgparts = @{$_[0]{pkgparts}};
2328 grep { $_->suspend(%opt) }
2329 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2330 $self->unsuspended_pkgs;
2333 =item cancel [ OPTION => VALUE ... ]
2335 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2337 Available options are:
2341 =item quiet - can be set true to supress email cancellation notices.
2343 =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.
2345 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2347 =item nobill - can be set true to skip billing if it might otherwise be done.
2351 Always returns a list: an empty list on success or a list of errors.
2355 # nb that dates are not specified as valid options to this method
2358 my( $self, %opt ) = @_;
2360 warn "$me cancel called on customer ". $self->custnum. " with options ".
2361 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2364 return ( 'access denied' )
2365 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2367 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2369 #should try decryption (we might have the private key)
2370 # and if not maybe queue a job for the server that does?
2371 return ( "Can't (yet) ban encrypted credit cards" )
2372 if $self->is_encrypted($self->payinfo);
2374 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2375 my $error = $ban->insert;
2376 return ( $error ) if $error;
2380 my @pkgs = $self->ncancelled_pkgs;
2382 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2384 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2385 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2389 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2390 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2393 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2396 sub _banned_pay_hashref {
2407 'payby' => $payby2ban{$self->payby},
2408 'payinfo' => md5_base64($self->payinfo),
2409 #don't ever *search* on reason! #'reason' =>
2415 Returns all notes (see L<FS::cust_main_note>) for this customer.
2422 qsearch( 'cust_main_note',
2423 { 'custnum' => $self->custnum },
2425 'ORDER BY _DATE DESC'
2431 Returns the agent (see L<FS::agent>) for this customer.
2437 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2442 Returns the agent name (see L<FS::agent>) for this customer.
2448 $self->agent->agent;
2453 Returns any tags associated with this customer, as FS::cust_tag objects,
2454 or an empty list if there are no tags.
2460 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2465 Returns any tags associated with this customer, as FS::part_tag objects,
2466 or an empty list if there are no tags.
2472 map $_->part_tag, $self->cust_tag;
2475 =item bill_and_collect
2477 Cancels and suspends any packages due, generates bills, applies payments and
2478 credits, and applies collection events to run cards, send bills and notices,
2481 By default, warns on errors and continues with the next operation (but see the
2482 "fatal" flag below).
2484 Options are passed as name-value pairs. Currently available options are:
2490 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:
2494 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2498 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.
2502 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2506 If set true, re-charges setup fees.
2510 If set any errors prevent subsequent operations from continusing. If set
2511 specifically to "return", returns the error (or false, if there is no error).
2512 Any other true value causes errors to die.
2516 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)
2520 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2521 options of those methods are also available.
2525 sub bill_and_collect {
2526 my( $self, %options ) = @_;
2530 #$options{actual_time} not $options{time} because freeside-daily -d is for
2531 #pre-printing invoices
2533 $options{'actual_time'} ||= time;
2535 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2537 $error = "Error expiring custnum ". $self->custnum. ": $error";
2538 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2539 elsif ( $options{fatal} ) { die $error; }
2540 else { warn $error; }
2543 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2545 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2546 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2547 elsif ( $options{fatal} ) { die $error; }
2548 else { warn $error; }
2551 $error = $self->bill( %options );
2553 $error = "Error billing custnum ". $self->custnum. ": $error";
2554 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2555 elsif ( $options{fatal} ) { die $error; }
2556 else { warn $error; }
2559 $error = $self->apply_payments_and_credits;
2561 $error = "Error applying custnum ". $self->custnum. ": $error";
2562 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2563 elsif ( $options{fatal} ) { die $error; }
2564 else { warn $error; }
2567 unless ( $conf->exists('cancelled_cust-noevents')
2568 && ! $self->num_ncancelled_pkgs
2570 $error = $self->collect( %options );
2572 $error = "Error collecting custnum ". $self->custnum. ": $error";
2573 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2574 elsif ($options{fatal} ) { die $error; }
2575 else { warn $error; }
2583 sub cancel_expired_pkgs {
2584 my ( $self, $time, %options ) = @_;
2586 my @cancel_pkgs = $self->ncancelled_pkgs( {
2587 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2592 foreach my $cust_pkg ( @cancel_pkgs ) {
2593 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2594 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2595 'reason_otaker' => $cpr->otaker
2599 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2602 scalar(@errors) ? join(' / ', @errors) : '';
2606 sub suspend_adjourned_pkgs {
2607 my ( $self, $time, %options ) = @_;
2609 my @susp_pkgs = $self->ncancelled_pkgs( {
2611 " AND ( susp IS NULL OR susp = 0 )
2612 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2613 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2618 #only because there's no SQL test for is_prepaid :/
2620 grep { ( $_->part_pkg->is_prepaid
2625 && $_->adjourn <= $time
2633 foreach my $cust_pkg ( @susp_pkgs ) {
2634 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2635 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2636 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2637 'reason_otaker' => $cpr->otaker
2641 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2644 scalar(@errors) ? join(' / ', @errors) : '';
2650 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2651 conjunction with the collect method by calling B<bill_and_collect>.
2653 If there is an error, returns the error, otherwise returns false.
2655 Options are passed as name-value pairs. Currently available options are:
2661 If set true, re-charges setup fees.
2665 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:
2669 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2673 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2675 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2679 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2683 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.
2687 This boolean value informs the us that the package is being cancelled. This
2688 typically might mean not charging the normal recurring fee but only usage
2689 fees since the last billing. Setup charges may be charged. Not all package
2690 plans support this feature (they tend to charge 0).
2694 Optional terms to be printed on this invoice. Otherwise, customer-specific
2695 terms or the default terms are used.
2702 my( $self, %options ) = @_;
2703 return '' if $self->payby eq 'COMP';
2704 warn "$me bill customer ". $self->custnum. "\n"
2707 my $time = $options{'time'} || time;
2708 my $invoice_time = $options{'invoice_time'} || $time;
2710 $options{'not_pkgpart'} ||= {};
2711 $options{'not_pkgpart'} = { map { $_ => 1 }
2712 split(/\s*,\s*/, $options{'not_pkgpart'})
2714 unless ref($options{'not_pkgpart'});
2716 local $SIG{HUP} = 'IGNORE';
2717 local $SIG{INT} = 'IGNORE';
2718 local $SIG{QUIT} = 'IGNORE';
2719 local $SIG{TERM} = 'IGNORE';
2720 local $SIG{TSTP} = 'IGNORE';
2721 local $SIG{PIPE} = 'IGNORE';
2723 my $oldAutoCommit = $FS::UID::AutoCommit;
2724 local $FS::UID::AutoCommit = 0;
2727 $self->select_for_update; #mutex
2729 my $error = $self->do_cust_event(
2730 'debug' => ( $options{'debug'} || 0 ),
2731 'time' => $invoice_time,
2732 'check_freq' => $options{'check_freq'},
2733 'stage' => 'pre-bill',
2736 $dbh->rollback if $oldAutoCommit;
2740 my @cust_bill_pkg = ();
2743 # find the packages which are due for billing, find out how much they are
2744 # & generate invoice database.
2747 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2749 my @precommit_hooks = ();
2751 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2752 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2754 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2756 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2758 #? to avoid use of uninitialized value errors... ?
2759 $cust_pkg->setfield('bill', '')
2760 unless defined($cust_pkg->bill);
2762 #my $part_pkg = $cust_pkg->part_pkg;
2764 my $real_pkgpart = $cust_pkg->pkgpart;
2765 my %hash = $cust_pkg->hash;
2767 # we could implement this bit as FS::part_pkg::has_hidden, but we already
2768 # suffer from performance issues
2769 $options{has_hidden} = 0;
2770 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
2771 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
2773 foreach my $part_pkg ( @part_pkg ) {
2775 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2778 $self->_make_lines( 'part_pkg' => $part_pkg,
2779 'cust_pkg' => $cust_pkg,
2780 'precommit_hooks' => \@precommit_hooks,
2781 'line_items' => \@cust_bill_pkg,
2782 'setup' => \$total_setup,
2783 'recur' => \$total_recur,
2784 'tax_matrix' => \%taxlisthash,
2786 'real_pkgpart' => $real_pkgpart,
2787 'options' => \%options,
2790 $dbh->rollback if $oldAutoCommit;
2794 } #foreach my $part_pkg
2796 } #foreach my $cust_pkg
2798 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
2800 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2801 #but do commit any package date cycling that happened
2802 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2806 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2807 !$conf->exists('postal_invoice-recurring_only')
2811 my $postal_pkg = $self->charge_postal_fee();
2812 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2814 $dbh->rollback if $oldAutoCommit;
2815 return "can't charge postal invoice fee for customer ".
2816 $self->custnum. ": $postal_pkg";
2818 } elsif ( $postal_pkg ) {
2820 my $real_pkgpart = $postal_pkg->pkgpart;
2821 # we could implement this bit as FS::part_pkg::has_hidden, but we already
2822 # suffer from performance issues
2823 $options{has_hidden} = 0;
2824 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
2825 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
2827 foreach my $part_pkg ( @part_pkg ) {
2828 my %postal_options = %options;
2829 delete $postal_options{cancel};
2831 $self->_make_lines( 'part_pkg' => $part_pkg,
2832 'cust_pkg' => $postal_pkg,
2833 'precommit_hooks' => \@precommit_hooks,
2834 'line_items' => \@cust_bill_pkg,
2835 'setup' => \$total_setup,
2836 'recur' => \$total_recur,
2837 'tax_matrix' => \%taxlisthash,
2839 'real_pkgpart' => $real_pkgpart,
2840 'options' => \%postal_options,
2843 $dbh->rollback if $oldAutoCommit;
2848 # it's silly to have a zero value postal_pkg, but....
2849 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
2855 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2857 # keys are tax names (as printed on invoices / itemdesc )
2858 # values are listrefs of taxlisthash keys (internal identifiers)
2861 # keys are taxlisthash keys (internal identifiers)
2862 # values are (cumulative) amounts
2865 # keys are taxlisthash keys (internal identifiers)
2866 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2867 my %tax_location = ();
2869 # keys are taxlisthash keys (internal identifiers)
2870 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2871 my %tax_rate_location = ();
2873 foreach my $tax ( keys %taxlisthash ) {
2874 my $tax_object = shift @{ $taxlisthash{$tax} };
2875 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2876 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2877 my $hashref_or_error =
2878 $tax_object->taxline( $taxlisthash{$tax},
2879 'custnum' => $self->custnum,
2880 'invoice_time' => $invoice_time
2882 unless ( ref($hashref_or_error) ) {
2883 $dbh->rollback if $oldAutoCommit;
2884 return $hashref_or_error;
2886 unshift @{ $taxlisthash{$tax} }, $tax_object;
2888 my $name = $hashref_or_error->{'name'};
2889 my $amount = $hashref_or_error->{'amount'};
2891 #warn "adding $amount as $name\n";
2892 $taxname{ $name } ||= [];
2893 push @{ $taxname{ $name } }, $tax;
2895 $tax{ $tax } += $amount;
2897 $tax_location{ $tax } ||= [];
2898 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2899 push @{ $tax_location{ $tax } },
2901 'taxnum' => $tax_object->taxnum,
2902 'taxtype' => ref($tax_object),
2903 'pkgnum' => $tax_object->get('pkgnum'),
2904 'locationnum' => $tax_object->get('locationnum'),
2905 'amount' => sprintf('%.2f', $amount ),
2909 $tax_rate_location{ $tax } ||= [];
2910 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2911 my $taxratelocationnum =
2912 $tax_object->tax_rate_location->taxratelocationnum;
2913 push @{ $tax_rate_location{ $tax } },
2915 'taxnum' => $tax_object->taxnum,
2916 'taxtype' => ref($tax_object),
2917 'amount' => sprintf('%.2f', $amount ),
2918 'locationtaxid' => $tax_object->location,
2919 'taxratelocationnum' => $taxratelocationnum,
2925 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2926 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2927 foreach my $tax ( keys %taxlisthash ) {
2928 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2929 next unless ref($_) eq 'FS::cust_bill_pkg';
2931 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2932 splice( @{ $_->_cust_tax_exempt_pkg } );
2936 #consolidate and create tax line items
2937 warn "consolidating and generating...\n" if $DEBUG > 2;
2938 foreach my $taxname ( keys %taxname ) {
2941 my @cust_bill_pkg_tax_location = ();
2942 my @cust_bill_pkg_tax_rate_location = ();
2943 warn "adding $taxname\n" if $DEBUG > 1;
2944 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2945 next if $seen{$taxitem}++;
2946 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2947 $tax += $tax{$taxitem};
2948 push @cust_bill_pkg_tax_location,
2949 map { new FS::cust_bill_pkg_tax_location $_ }
2950 @{ $tax_location{ $taxitem } };
2951 push @cust_bill_pkg_tax_rate_location,
2952 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2953 @{ $tax_rate_location{ $taxitem } };
2957 $tax = sprintf('%.2f', $tax );
2958 $total_setup = sprintf('%.2f', $total_setup+$tax );
2960 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2966 if ( $pkg_category and
2967 $conf->config('invoice_latexsummary') ||
2968 $conf->config('invoice_htmlsummary')
2972 my %hash = ( 'section' => $pkg_category->categoryname );
2973 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2977 push @cust_bill_pkg, new FS::cust_bill_pkg {
2983 'itemdesc' => $taxname,
2984 'display' => \@display,
2985 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2986 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2991 #add tax adjustments
2992 warn "adding tax adjustments...\n" if $DEBUG > 2;
2993 foreach my $cust_tax_adjustment (
2994 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
3000 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
3001 $total_setup = sprintf('%.2f', $total_setup+$tax );
3003 my $itemdesc = $cust_tax_adjustment->taxname;
3004 $itemdesc = '' if $itemdesc eq 'Tax';
3006 push @cust_bill_pkg, new FS::cust_bill_pkg {
3012 'itemdesc' => $itemdesc,
3013 'itemcomment' => $cust_tax_adjustment->comment,
3014 'cust_tax_adjustment' => $cust_tax_adjustment,
3015 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3020 my $charged = sprintf('%.2f', $total_setup + $total_recur );
3022 my @cust_bill = $self->cust_bill;
3023 my $balance = $self->balance;
3024 my $previous_balance = scalar(@cust_bill)
3025 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
3028 $previous_balance += $cust_bill[$#cust_bill]->charged
3029 if scalar(@cust_bill);
3030 #my $balance_adjustments =
3031 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
3033 #create the new invoice
3034 my $cust_bill = new FS::cust_bill ( {
3035 'custnum' => $self->custnum,
3036 '_date' => ( $invoice_time ),
3037 'charged' => $charged,
3038 'billing_balance' => $balance,
3039 'previous_balance' => $previous_balance,
3040 'invoice_terms' => $options{'invoice_terms'},
3042 $error = $cust_bill->insert;
3044 $dbh->rollback if $oldAutoCommit;
3045 return "can't create invoice for customer #". $self->custnum. ": $error";
3048 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
3049 $cust_bill_pkg->invnum($cust_bill->invnum);
3050 my $error = $cust_bill_pkg->insert;
3052 $dbh->rollback if $oldAutoCommit;
3053 return "can't create invoice line item: $error";
3058 foreach my $hook ( @precommit_hooks ) {
3060 &{$hook}; #($self) ?
3063 $dbh->rollback if $oldAutoCommit;
3064 return "$@ running precommit hook $hook\n";
3068 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3072 #discard bundled packages of 0 value
3073 sub _omit_zero_value_bundles {
3075 my @cust_bill_pkg = ();
3076 my @cust_bill_pkg_bundle = ();
3079 foreach my $cust_bill_pkg ( @_ ) {
3080 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
3081 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
3082 @cust_bill_pkg_bundle = ();
3085 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
3086 push @cust_bill_pkg_bundle, $cust_bill_pkg;
3088 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
3095 my ($self, %params) = @_;
3097 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3098 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3099 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3100 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3101 my $total_setup = $params{setup} or die "no setup accumulator specified";
3102 my $total_recur = $params{recur} or die "no recur accumulator specified";
3103 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3104 my $time = $params{'time'} or die "no time specified";
3105 my (%options) = %{$params{options}};
3108 my $real_pkgpart = $params{real_pkgpart};
3109 my %hash = $cust_pkg->hash;
3110 my $old_cust_pkg = new FS::cust_pkg \%hash;
3116 $cust_pkg->pkgpart($part_pkg->pkgpart);
3124 if ( $options{'resetup'}
3125 || ( ! $cust_pkg->setup
3126 && ( ! $cust_pkg->start_date
3127 || $cust_pkg->start_date <= $time
3129 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3130 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3131 ! $cust_pkg->getfield('susp')
3138 warn " bill setup\n" if $DEBUG > 1;
3141 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3142 return "$@ running calc_setup for $cust_pkg\n"
3145 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3147 $cust_pkg->setfield('setup', $time)
3148 unless $cust_pkg->setup;
3149 #do need it, but it won't get written to the db
3150 #|| $cust_pkg->pkgpart != $real_pkgpart;
3152 $cust_pkg->setfield('start_date', '')
3153 if $cust_pkg->start_date;
3158 # bill recurring fee
3161 #XXX unit stuff here too
3165 if ( ! $cust_pkg->get('susp')
3166 and ! $cust_pkg->get('start_date')
3167 and ( $part_pkg->getfield('freq') ne '0'
3168 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3170 || ( $part_pkg->plan eq 'voip_cdr'
3171 && $part_pkg->option('bill_every_call')
3173 || ( $options{cancel} )
3176 # XXX should this be a package event? probably. events are called
3177 # at collection time at the moment, though...
3178 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3179 if $part_pkg->can('reset_usage');
3180 #don't want to reset usage just cause we want a line item??
3181 #&& $part_pkg->pkgpart == $real_pkgpart;
3183 warn " bill recur\n" if $DEBUG > 1;
3186 # XXX shared with $recur_prog
3187 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3191 #over two params! lets at least switch to a hashref for the rest...
3192 my $increment_next_bill = ( $part_pkg->freq ne '0'
3193 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3194 && !$options{cancel}
3196 my %param = ( 'precommit_hooks' => $precommit_hooks,
3197 'increment_next_bill' => $increment_next_bill,
3200 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3201 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3202 return "$@ running $method for $cust_pkg\n"
3205 if ( $increment_next_bill ) {
3207 my $next_bill = $part_pkg->add_freq($sdate);
3208 return "unparsable frequency: ". $part_pkg->freq
3209 if $next_bill == -1;
3211 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3212 # only for figuring next bill date, nothing else, so, reset $sdate again
3214 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3215 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3216 $cust_pkg->last_bill($sdate);
3218 $cust_pkg->setfield('bill', $next_bill );
3224 warn "\$setup is undefined" unless defined($setup);
3225 warn "\$recur is undefined" unless defined($recur);
3226 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3229 # If there's line items, create em cust_bill_pkg records
3230 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3235 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3236 # hmm.. and if just the options are modified in some weird price plan?
3238 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3241 my $error = $cust_pkg->replace( $old_cust_pkg,
3242 'options' => { $cust_pkg->options },
3244 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3245 if $error; #just in case
3248 $setup = sprintf( "%.2f", $setup );
3249 $recur = sprintf( "%.2f", $recur );
3250 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3251 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3253 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3254 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3259 !$part_pkg->hidden && $options{has_hidden} ) #include some $0 lines
3262 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3265 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3267 warn " adding customer package invoice detail: $_\n"
3268 foreach @cust_pkg_detail;
3270 push @details, @cust_pkg_detail;
3272 my $cust_bill_pkg = new FS::cust_bill_pkg {
3273 'pkgnum' => $cust_pkg->pkgnum,
3275 'unitsetup' => $unitsetup,
3277 'unitrecur' => $unitrecur,
3278 'quantity' => $cust_pkg->quantity,
3279 'details' => \@details,
3280 'hidden' => $part_pkg->hidden,
3283 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3284 $cust_bill_pkg->sdate( $hash{last_bill} );
3285 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3286 $cust_bill_pkg->edate( $time ) if $options{cancel};
3287 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3288 $cust_bill_pkg->sdate( $sdate );
3289 $cust_bill_pkg->edate( $cust_pkg->bill );
3290 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3293 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3294 unless $part_pkg->pkgpart == $real_pkgpart;
3296 $$total_setup += $setup;
3297 $$total_recur += $recur;
3304 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3305 return $error if $error;
3307 push @$cust_bill_pkgs, $cust_bill_pkg;
3309 } #if $setup != 0 || $recur != 0
3319 my $part_pkg = shift;
3320 my $taxlisthash = shift;
3321 my $cust_bill_pkg = shift;
3322 my $cust_pkg = shift;
3323 my $invoice_time = shift;
3324 my $real_pkgpart = shift;
3325 my $options = shift;
3327 my %cust_bill_pkg = ();
3331 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3332 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3333 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3334 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3336 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3338 if ( $conf->exists('enable_taxproducts')
3339 && ( scalar($part_pkg->part_pkg_taxoverride)
3340 || $part_pkg->has_taxproduct
3345 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3346 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3349 foreach my $class (@classes) {
3350 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3351 return $err_or_ref unless ref($err_or_ref);
3352 $taxes{$class} = $err_or_ref;
3355 unless (exists $taxes{''}) {
3356 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3357 return $err_or_ref unless ref($err_or_ref);
3358 $taxes{''} = $err_or_ref;
3363 my @loc_keys = qw( state county country );
3365 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3366 my $cust_location = $cust_pkg->cust_location;
3367 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3370 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3373 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3376 $taxhash{'taxclass'} = $part_pkg->taxclass;
3378 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3380 my %taxhash_elim = %taxhash;
3382 my @elim = qw( taxclass county state );
3383 while ( !scalar(@taxes) && scalar(@elim) ) {
3384 $taxhash_elim{ shift(@elim) } = '';
3385 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3388 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3390 if $self->cust_main_exemption; #just to be safe
3392 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3394 $_->set('pkgnum', $cust_pkg->pkgnum );
3395 $_->set('locationnum', $cust_pkg->locationnum );
3399 $taxes{''} = [ @taxes ];
3400 $taxes{'setup'} = [ @taxes ];
3401 $taxes{'recur'} = [ @taxes ];
3402 $taxes{$_} = [ @taxes ] foreach (@classes);
3404 # # maybe eliminate this entirely, along with all the 0% records
3405 # unless ( @taxes ) {
3407 # "fatal: can't find tax rate for state/county/country/taxclass ".
3408 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3411 } #if $conf->exists('enable_taxproducts') ...
3416 my $separate = $conf->exists('separate_usage');
3417 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3418 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
3419 my $section = $temp_pkg->part_pkg->categoryname;
3420 if ( $separate || $section || $usage_mandate ) {
3422 my %hash = ( 'section' => $section );
3424 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
3425 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
3427 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3428 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3430 push @display, new FS::cust_bill_pkg_display
3433 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3437 if ($separate && $section && $summary) {
3438 push @display, new FS::cust_bill_pkg_display { type => 'U',
3443 if ($usage_mandate || $section && $summary) {
3444 $hash{post_total} = 'Y';
3447 if ($separate || $usage_mandate) {
3448 $hash{section} = $section if ($separate || $usage_mandate);
3449 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3453 $cust_bill_pkg->set('display', \@display);
3455 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3456 foreach my $key (keys %tax_cust_bill_pkg) {
3457 my @taxes = @{ $taxes{$key} || [] };
3458 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3460 my %localtaxlisthash = ();
3461 foreach my $tax ( @taxes ) {
3463 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3464 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3465 # ' locationnum'. $cust_pkg->locationnum
3466 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3468 $taxlisthash->{ $taxname } ||= [ $tax ];
3469 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3471 $localtaxlisthash{ $taxname } ||= [ $tax ];
3472 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3476 warn "finding taxed taxes...\n" if $DEBUG > 2;
3477 foreach my $tax ( keys %localtaxlisthash ) {
3478 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3479 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3481 next unless $tax_object->can('tax_on_tax');
3483 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3484 my $totname = ref( $tot ). ' '. $tot->taxnum;
3486 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3488 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3490 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3491 my $hashref_or_error =
3492 $tax_object->taxline( $localtaxlisthash{$tax},
3493 'custnum' => $self->custnum,
3494 'invoice_time' => $invoice_time,
3496 return $hashref_or_error
3497 unless ref($hashref_or_error);
3499 $taxlisthash->{ $totname } ||= [ $tot ];
3500 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3512 my $part_pkg = shift;
3516 my $geocode = $self->geocode('cch');
3518 my @taxclassnums = map { $_->taxclassnum }
3519 $part_pkg->part_pkg_taxoverride($class);
3521 unless (@taxclassnums) {
3522 @taxclassnums = map { $_->taxclassnum }
3523 grep { $_->taxable eq 'Y' }
3524 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3526 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3531 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3533 @taxes = qsearch({ 'table' => 'tax_rate',
3534 'hashref' => { 'geocode' => $geocode, },
3535 'extra_sql' => $extra_sql,
3537 if scalar(@taxclassnums);
3539 warn "Found taxes ".
3540 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3547 =item collect [ HASHREF | OPTION => VALUE ... ]
3549 (Attempt to) collect money for this customer's outstanding invoices (see
3550 L<FS::cust_bill>). Usually used after the bill method.
3552 Actions are now triggered by billing events; see L<FS::part_event> and the
3553 billing events web interface. Old-style invoice events (see
3554 L<FS::part_bill_event>) have been deprecated.
3556 If there is an error, returns the error, otherwise returns false.
3558 Options are passed as name-value pairs.
3560 Currently available options are:
3566 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.
3570 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3574 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3578 set true to surpress email card/ACH decline notices.
3582 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)
3588 # allows for one time override of normal customer billing method
3593 my( $self, %options ) = @_;
3594 my $invoice_time = $options{'invoice_time'} || time;
3597 local $SIG{HUP} = 'IGNORE';
3598 local $SIG{INT} = 'IGNORE';
3599 local $SIG{QUIT} = 'IGNORE';
3600 local $SIG{TERM} = 'IGNORE';
3601 local $SIG{TSTP} = 'IGNORE';
3602 local $SIG{PIPE} = 'IGNORE';
3604 my $oldAutoCommit = $FS::UID::AutoCommit;
3605 local $FS::UID::AutoCommit = 0;
3608 $self->select_for_update; #mutex
3611 my $balance = $self->balance;
3612 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3615 if ( exists($options{'retry_card'}) ) {
3616 carp 'retry_card option passed to collect is deprecated; use retry';
3617 $options{'retry'} ||= $options{'retry_card'};
3619 if ( exists($options{'retry'}) && $options{'retry'} ) {
3620 my $error = $self->retry_realtime;
3622 $dbh->rollback if $oldAutoCommit;
3627 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3629 #never want to roll back an event just because it returned an error
3630 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3632 $self->do_cust_event(
3633 'debug' => ( $options{'debug'} || 0 ),
3634 'time' => $invoice_time,
3635 'check_freq' => $options{'check_freq'},
3636 'stage' => 'collect',
3641 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3643 Runs billing events; see L<FS::part_event> and the billing events web
3646 If there is an error, returns the error, otherwise returns false.
3648 Options are passed as name-value pairs.
3650 Currently available options are:
3656 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.
3660 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3664 "collect" (the default) or "pre-bill"
3668 set true to surpress email card/ACH decline notices.
3672 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)
3678 # allows for one time override of normal customer billing method
3682 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3685 my( $self, %options ) = @_;
3686 my $time = $options{'time'} || time;
3689 local $SIG{HUP} = 'IGNORE';
3690 local $SIG{INT} = 'IGNORE';
3691 local $SIG{QUIT} = 'IGNORE';
3692 local $SIG{TERM} = 'IGNORE';
3693 local $SIG{TSTP} = 'IGNORE';
3694 local $SIG{PIPE} = 'IGNORE';
3696 my $oldAutoCommit = $FS::UID::AutoCommit;
3697 local $FS::UID::AutoCommit = 0;
3700 $self->select_for_update; #mutex
3703 my $balance = $self->balance;
3704 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3707 # if ( exists($options{'retry_card'}) ) {
3708 # carp 'retry_card option passed to collect is deprecated; use retry';
3709 # $options{'retry'} ||= $options{'retry_card'};
3711 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3712 # my $error = $self->retry_realtime;
3714 # $dbh->rollback if $oldAutoCommit;
3719 # false laziness w/pay_batch::import_results
3721 my $due_cust_event = $self->due_cust_event(
3722 'debug' => ( $options{'debug'} || 0 ),
3724 'check_freq' => $options{'check_freq'},
3725 'stage' => ( $options{'stage'} || 'collect' ),
3727 unless( ref($due_cust_event) ) {
3728 $dbh->rollback if $oldAutoCommit;
3729 return $due_cust_event;
3732 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3733 #never want to roll back an event just because it or a different one
3735 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3737 foreach my $cust_event ( @$due_cust_event ) {
3741 #re-eval event conditions (a previous event could have changed things)
3742 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3743 #don't leave stray "new/locked" records around
3744 my $error = $cust_event->delete;
3745 return $error if $error;
3750 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3751 warn " running cust_event ". $cust_event->eventnum. "\n"
3754 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3755 if ( my $error = $cust_event->do_event() ) {
3756 #XXX wtf is this? figure out a proper dealio with return value
3768 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3770 Inserts database records for and returns an ordered listref of new events due
3771 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3772 events are due, an empty listref is returned. If there is an error, returns a
3773 scalar error message.
3775 To actually run the events, call each event's test_condition method, and if
3776 still true, call the event's do_event method.
3778 Options are passed as a hashref or as a list of name-value pairs. Available
3785 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3789 "collect" (the default) or "pre-bill"
3793 "Current time" for the events.
3797 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3801 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3805 Explicitly pass the objects to be tested (typically used with eventtable).
3809 Set to true to return the objects, but not actually insert them into the
3816 sub due_cust_event {
3818 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3821 #my $DEBUG = $opt{'debug'}
3822 local($DEBUG) = $opt{'debug'}
3823 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3825 warn "$me due_cust_event called with options ".
3826 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3829 $opt{'time'} ||= time;
3831 local $SIG{HUP} = 'IGNORE';
3832 local $SIG{INT} = 'IGNORE';
3833 local $SIG{QUIT} = 'IGNORE';
3834 local $SIG{TERM} = 'IGNORE';
3835 local $SIG{TSTP} = 'IGNORE';
3836 local $SIG{PIPE} = 'IGNORE';
3838 my $oldAutoCommit = $FS::UID::AutoCommit;
3839 local $FS::UID::AutoCommit = 0;
3842 $self->select_for_update #mutex
3843 unless $opt{testonly};
3846 # find possible events (initial search)
3849 my @cust_event = ();
3851 my @eventtable = $opt{'eventtable'}
3852 ? ( $opt{'eventtable'} )
3853 : FS::part_event->eventtables_runorder;
3855 foreach my $eventtable ( @eventtable ) {
3858 if ( $opt{'objects'} ) {
3860 @objects = @{ $opt{'objects'} };
3864 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3865 @objects = ( $eventtable eq 'cust_main' )
3867 : ( $self->$eventtable() );
3871 my @e_cust_event = ();
3873 my $cross = "CROSS JOIN $eventtable";
3874 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3875 unless $eventtable eq 'cust_main';
3877 foreach my $object ( @objects ) {
3879 #this first search uses the condition_sql magic for optimization.
3880 #the more possible events we can eliminate in this step the better
3882 my $cross_where = '';
3883 my $pkey = $object->primary_key;
3884 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3886 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3888 FS::part_event_condition->where_conditions_sql( $eventtable,
3889 'time'=>$opt{'time'}
3891 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3893 $extra_sql = "AND $extra_sql" if $extra_sql;
3895 #here is the agent virtualization
3896 $extra_sql .= " AND ( part_event.agentnum IS NULL
3897 OR part_event.agentnum = ". $self->agentnum. ' )';
3899 $extra_sql .= " $order";
3901 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3902 if $opt{'debug'} > 2;
3903 my @part_event = qsearch( {
3904 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3905 'select' => 'part_event.*',
3906 'table' => 'part_event',
3907 'addl_from' => "$cross $join",
3908 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3909 'eventtable' => $eventtable,
3912 'extra_sql' => "AND $cross_where $extra_sql",
3916 my $pkey = $object->primary_key;
3917 warn " ". scalar(@part_event).
3918 " possible events found for $eventtable ". $object->$pkey(). "\n";
3921 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3925 warn " ". scalar(@e_cust_event).
3926 " subtotal possible cust events found for $eventtable\n"
3929 push @cust_event, @e_cust_event;
3933 warn " ". scalar(@cust_event).
3934 " total possible cust events found in initial search\n"
3942 $opt{stage} ||= 'collect';
3944 grep { my $stage = $_->part_event->event_stage;
3945 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3955 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3956 'stats_hashref' => \%unsat ),
3959 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3962 warn " invalid conditions not eliminated with condition_sql:\n".
3963 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3964 if keys %unsat && $DEBUG; # > 1;
3970 unless( $opt{testonly} ) {
3971 foreach my $cust_event ( @cust_event ) {
3973 my $error = $cust_event->insert();
3975 $dbh->rollback if $oldAutoCommit;
3982 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3988 warn " returning events: ". Dumper(@cust_event). "\n"
3995 =item retry_realtime
3997 Schedules realtime / batch credit card / electronic check / LEC billing
3998 events for for retry. Useful if card information has changed or manual
3999 retry is desired. The 'collect' method must be called to actually retry
4002 Implementation details: For either this customer, or for each of this
4003 customer's open invoices, changes the status of the first "done" (with
4004 statustext error) realtime processing event to "failed".
4008 sub retry_realtime {
4011 local $SIG{HUP} = 'IGNORE';
4012 local $SIG{INT} = 'IGNORE';
4013 local $SIG{QUIT} = 'IGNORE';
4014 local $SIG{TERM} = 'IGNORE';
4015 local $SIG{TSTP} = 'IGNORE';
4016 local $SIG{PIPE} = 'IGNORE';
4018 my $oldAutoCommit = $FS::UID::AutoCommit;
4019 local $FS::UID::AutoCommit = 0;
4022 #a little false laziness w/due_cust_event (not too bad, really)
4024 my $join = FS::part_event_condition->join_conditions_sql;
4025 my $order = FS::part_event_condition->order_conditions_sql;
4028 . join ( ' OR ' , map {
4029 "( part_event.eventtable = " . dbh->quote($_)
4030 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4031 } FS::part_event->eventtables)
4034 #here is the agent virtualization
4035 my $agent_virt = " ( part_event.agentnum IS NULL
4036 OR part_event.agentnum = ". $self->agentnum. ' )';
4038 #XXX this shouldn't be hardcoded, actions should declare it...
4039 my @realtime_events = qw(
4040 cust_bill_realtime_card
4041 cust_bill_realtime_check
4042 cust_bill_realtime_lec
4046 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4051 my @cust_event = qsearchs({
4052 'table' => 'cust_event',
4053 'select' => 'cust_event.*',
4054 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4055 'hashref' => { 'status' => 'done' },
4056 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4057 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4060 my %seen_invnum = ();
4061 foreach my $cust_event (@cust_event) {
4063 #max one for the customer, one for each open invoice
4064 my $cust_X = $cust_event->cust_X;
4065 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4069 or $cust_event->part_event->eventtable eq 'cust_bill'
4072 my $error = $cust_event->retry;
4074 $dbh->rollback if $oldAutoCommit;
4075 return "error scheduling event for retry: $error";
4080 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4085 # some horrid false laziness here to avoid refactor fallout
4086 # eventually realtime realtime_bop and realtime_refund_bop should go
4087 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
4089 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
4091 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4092 via a Business::OnlinePayment realtime gateway. See
4093 L<http://420.am/business-onlinepayment> for supported gateways.
4095 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4097 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
4099 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4100 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4101 if set, will override the value from the customer record.
4103 I<description> is a free-text field passed to the gateway. It defaults to
4104 the value defined by the business-onlinepayment-description configuration
4105 option, or "Internet services" if that is unset.
4107 If an I<invnum> is specified, this payment (if successful) is applied to the
4108 specified invoice. If you don't specify an I<invnum> you might want to
4109 call the B<apply_payments> method or set the I<apply> option.
4111 I<apply> can be set to true to apply a resulting payment.
4113 I<quiet> can be set true to surpress email decline notices.
4115 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4116 resulting paynum, if any.
4118 I<payunique> is a unique identifier for this payment.
4120 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4127 return $self->_new_realtime_bop(@_)
4128 if $self->_new_bop_required();
4130 my($method, $amount);
4132 if (ref($_[0]) eq 'HASH') {
4133 %options = %{$_[0]};
4134 $method = $options{method};
4135 $amount = $options{amount};
4137 ( $method, $amount ) = ( shift, shift );
4141 warn "$me realtime_bop: $method $amount\n";
4142 warn " $_ => $options{$_}\n" foreach keys %options;
4145 return "Amount must be greater than 0" unless $amount > 0;
4147 unless ( $options{'description'} ) {
4148 if ( $conf->exists('business-onlinepayment-description') ) {
4149 my $dtempl = $conf->config('business-onlinepayment-description');
4151 my $agent = $self->agent->agent;
4153 $options{'description'} = eval qq("$dtempl");
4155 $options{'description'} = 'Internet services';
4159 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4161 eval "use Business::OnlinePayment";
4164 my $payinfo = exists($options{'payinfo'})
4165 ? $options{'payinfo'}
4168 my %method2payby = (
4175 # check for banned credit card/ACH
4178 my $ban = qsearchs('banned_pay', {
4179 'payby' => $method2payby{$method},
4180 'payinfo' => md5_base64($payinfo),
4182 return "Banned credit card" if $ban;
4185 # set taxclass and trans_is_recur based on invnum if there is one
4189 my $trans_is_recur = 0;
4190 if ( $options{'invnum'} ) {
4192 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4193 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4196 map { $_->part_pkg }
4198 map { $_->cust_pkg }
4199 $cust_bill->cust_bill_pkg;
4201 my @taxclasses = map $_->taxclass, @part_pkg;
4202 $taxclass = $taxclasses[0]
4203 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4204 #different taxclasses
4206 if grep { $_->freq ne '0' } @part_pkg;
4214 #look for an agent gateway override first
4216 if ( $method eq 'CC' ) {
4217 $cardtype = cardtype($payinfo);
4218 } elsif ( $method eq 'ECHECK' ) {
4221 $cardtype = $method;
4225 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4226 cardtype => $cardtype,
4227 taxclass => $taxclass, } )
4228 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4230 taxclass => $taxclass, } )
4231 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4232 cardtype => $cardtype,
4234 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4236 taxclass => '', } );
4238 my $payment_gateway = '';
4239 my( $processor, $login, $password, $action, @bop_options );
4240 if ( $override ) { #use a payment gateway override
4242 $payment_gateway = $override->payment_gateway;
4244 $processor = $payment_gateway->gateway_module;
4245 $login = $payment_gateway->gateway_username;
4246 $password = $payment_gateway->gateway_password;
4247 $action = $payment_gateway->gateway_action;
4248 @bop_options = $payment_gateway->options;
4250 } else { #use the standard settings from the config
4252 ( $processor, $login, $password, $action, @bop_options ) =
4253 $self->default_payment_gateway($method);
4261 my $address = exists($options{'address1'})
4262 ? $options{'address1'}
4264 my $address2 = exists($options{'address2'})
4265 ? $options{'address2'}
4267 $address .= ", ". $address2 if length($address2);
4269 my $o_payname = exists($options{'payname'})
4270 ? $options{'payname'}
4272 my($payname, $payfirst, $paylast);
4273 if ( $o_payname && $method ne 'ECHECK' ) {
4274 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4275 or return "Illegal payname $payname";
4276 ($payfirst, $paylast) = ($1, $2);
4278 $payfirst = $self->getfield('first');
4279 $paylast = $self->getfield('last');
4280 $payname = "$payfirst $paylast";
4283 my @invoicing_list = $self->invoicing_list_emailonly;
4284 if ( $conf->exists('emailinvoiceautoalways')
4285 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4286 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4287 push @invoicing_list, $self->all_emails;
4290 my $email = ($conf->exists('business-onlinepayment-email-override'))
4291 ? $conf->config('business-onlinepayment-email-override')
4292 : $invoicing_list[0];
4296 my $payip = exists($options{'payip'})
4299 $content{customer_ip} = $payip
4302 $content{invoice_number} = $options{'invnum'}
4303 if exists($options{'invnum'}) && length($options{'invnum'});
4305 $content{email_customer} =
4306 ( $conf->exists('business-onlinepayment-email_customer')
4307 || $conf->exists('business-onlinepayment-email-override') );
4310 if ( $method eq 'CC' ) {
4312 $content{card_number} = $payinfo;
4313 $paydate = exists($options{'paydate'})
4314 ? $options{'paydate'}
4316 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4317 $content{expiration} = "$2/$1";
4319 my $paycvv = exists($options{'paycvv'})
4320 ? $options{'paycvv'}
4322 $content{cvv2} = $paycvv
4325 my $paystart_month = exists($options{'paystart_month'})
4326 ? $options{'paystart_month'}
4327 : $self->paystart_month;
4329 my $paystart_year = exists($options{'paystart_year'})
4330 ? $options{'paystart_year'}
4331 : $self->paystart_year;
4333 $content{card_start} = "$paystart_month/$paystart_year"
4334 if $paystart_month && $paystart_year;
4336 my $payissue = exists($options{'payissue'})
4337 ? $options{'payissue'}
4339 $content{issue_number} = $payissue if $payissue;
4341 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4342 'trans_is_recur' => $trans_is_recur,
4346 $content{recurring_billing} = 'YES';
4347 $content{acct_code} = 'rebill'
4348 if $conf->exists('credit_card-recurring_billing_acct_code');
4351 } elsif ( $method eq 'ECHECK' ) {
4352 ( $content{account_number}, $content{routing_code} ) =
4353 split('@', $payinfo);
4354 $content{bank_name} = $o_payname;
4355 $content{bank_state} = exists($options{'paystate'})
4356 ? $options{'paystate'}
4357 : $self->getfield('paystate');
4358 $content{account_type} = exists($options{'paytype'})
4359 ? uc($options{'paytype'}) || 'CHECKING'
4360 : uc($self->getfield('paytype')) || 'CHECKING';
4361 $content{account_name} = $payname;
4362 $content{customer_org} = $self->company ? 'B' : 'I';
4363 $content{state_id} = exists($options{'stateid'})
4364 ? $options{'stateid'}
4365 : $self->getfield('stateid');
4366 $content{state_id_state} = exists($options{'stateid_state'})
4367 ? $options{'stateid_state'}
4368 : $self->getfield('stateid_state');
4369 $content{customer_ssn} = exists($options{'ss'})
4372 } elsif ( $method eq 'LEC' ) {
4373 $content{phone} = $payinfo;
4377 # run transaction(s)
4380 my $balance = exists( $options{'balance'} )
4381 ? $options{'balance'}
4384 $self->select_for_update; #mutex ... just until we get our pending record in
4386 #the checks here are intended to catch concurrent payments
4387 #double-form-submission prevention is taken care of in cust_pay_pending::check
4390 return "The customer's balance has changed; $method transaction aborted."
4391 if $self->balance < $balance;
4392 #&& $self->balance < $amount; #might as well anyway?
4394 #also check and make sure there aren't *other* pending payments for this cust
4396 my @pending = qsearch('cust_pay_pending', {
4397 'custnum' => $self->custnum,
4398 'status' => { op=>'!=', value=>'done' }
4400 return "A payment is already being processed for this customer (".
4401 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4402 "); $method transaction aborted."
4403 if scalar(@pending);
4405 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4407 my $cust_pay_pending = new FS::cust_pay_pending {
4408 'custnum' => $self->custnum,
4409 #'invnum' => $options{'invnum'},
4412 'payby' => $method2payby{$method},
4413 'payinfo' => $payinfo,
4414 'paydate' => $paydate,
4415 'recurring_billing' => $content{recurring_billing},
4416 'pkgnum' => $options{'pkgnum'},
4418 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4420 $cust_pay_pending->payunique( $options{payunique} )
4421 if defined($options{payunique}) && length($options{payunique});
4422 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4423 return $cpp_new_err if $cpp_new_err;
4425 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4427 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4428 $transaction->content(
4431 'password' => $password,
4432 'action' => $action1,
4433 'description' => $options{'description'},
4434 'amount' => $amount,
4435 #'invoice_number' => $options{'invnum'},
4436 'customer_id' => $self->custnum,
4437 'last_name' => $paylast,
4438 'first_name' => $payfirst,
4440 'address' => $address,
4441 'city' => ( exists($options{'city'})
4444 'state' => ( exists($options{'state'})
4447 'zip' => ( exists($options{'zip'})
4450 'country' => ( exists($options{'country'})
4451 ? $options{'country'}
4453 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4455 'phone' => $self->daytime || $self->night,
4459 $cust_pay_pending->status('pending');
4460 my $cpp_pending_err = $cust_pay_pending->replace;
4461 return $cpp_pending_err if $cpp_pending_err;
4464 my $BOP_TESTING = 0;
4465 my $BOP_TESTING_SUCCESS = 1;
4467 unless ( $BOP_TESTING ) {
4468 $transaction->submit();
4470 if ( $BOP_TESTING_SUCCESS ) {
4471 $transaction->is_success(1);
4472 $transaction->authorization('fake auth');
4474 $transaction->is_success(0);
4475 $transaction->error_message('fake failure');
4479 if ( $transaction->is_success() && $action2 ) {
4481 $cust_pay_pending->status('authorized');
4482 my $cpp_authorized_err = $cust_pay_pending->replace;
4483 return $cpp_authorized_err if $cpp_authorized_err;
4485 my $auth = $transaction->authorization;
4486 my $ordernum = $transaction->can('order_number')
4487 ? $transaction->order_number
4491 new Business::OnlinePayment( $processor, @bop_options );
4498 password => $password,
4499 order_number => $ordernum,
4501 authorization => $auth,
4502 description => $options{'description'},
4505 foreach my $field (qw( authorization_source_code returned_ACI
4506 transaction_identifier validation_code
4507 transaction_sequence_num local_transaction_date
4508 local_transaction_time AVS_result_code )) {
4509 $capture{$field} = $transaction->$field() if $transaction->can($field);
4512 $capture->content( %capture );
4516 unless ( $capture->is_success ) {
4517 my $e = "Authorization successful but capture failed, custnum #".
4518 $self->custnum. ': '. $capture->result_code.
4519 ": ". $capture->error_message;
4526 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4527 my $cpp_captured_err = $cust_pay_pending->replace;
4528 return $cpp_captured_err if $cpp_captured_err;
4531 # remove paycvv after initial transaction
4534 #false laziness w/misc/process/payment.cgi - check both to make sure working
4536 if ( defined $self->dbdef_table->column('paycvv')
4537 && length($self->paycvv)
4538 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4540 my $error = $self->remove_cvv;
4542 warn "WARNING: error removing cvv: $error\n";
4550 if ( $transaction->is_success() ) {
4553 if ( $payment_gateway ) { # agent override
4554 $paybatch = $payment_gateway->gatewaynum. '-';
4557 $paybatch .= "$processor:". $transaction->authorization;
4559 $paybatch .= ':'. $transaction->order_number
4560 if $transaction->can('order_number')
4561 && length($transaction->order_number);
4563 my $cust_pay = new FS::cust_pay ( {
4564 'custnum' => $self->custnum,
4565 'invnum' => $options{'invnum'},
4568 'payby' => $method2payby{$method},
4569 'payinfo' => $payinfo,
4570 'paybatch' => $paybatch,
4571 'paydate' => $paydate,
4572 'pkgnum' => $options{'pkgnum'},
4574 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4575 $cust_pay->payunique( $options{payunique} )
4576 if defined($options{payunique}) && length($options{payunique});
4578 my $oldAutoCommit = $FS::UID::AutoCommit;
4579 local $FS::UID::AutoCommit = 0;
4582 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4584 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4587 $cust_pay->invnum(''); #try again with no specific invnum
4588 my $error2 = $cust_pay->insert( $options{'manual'} ?
4589 ( 'manual' => 1 ) : ()
4592 # gah. but at least we have a record of the state we had to abort in
4593 # from cust_pay_pending now.
4594 my $e = "WARNING: $method captured but payment not recorded - ".
4595 "error inserting payment ($processor): $error2".
4596 " (previously tried insert with invnum #$options{'invnum'}" .
4597 ": $error ) - pending payment saved as paypendingnum ".
4598 $cust_pay_pending->paypendingnum. "\n";
4604 if ( $options{'paynum_ref'} ) {
4605 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4608 $cust_pay_pending->status('done');
4609 $cust_pay_pending->statustext('captured');
4610 $cust_pay_pending->paynum($cust_pay->paynum);
4611 my $cpp_done_err = $cust_pay_pending->replace;
4613 if ( $cpp_done_err ) {
4615 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4616 my $e = "WARNING: $method captured but payment not recorded - ".
4617 "error updating status for paypendingnum ".
4618 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4624 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4626 if ( $options{'apply'} ) {
4627 my $apply_error = $self->apply_payments_and_credits;
4628 if ( $apply_error ) {
4629 warn "WARNING: error applying payment: $apply_error\n";
4630 #but we still should return no error cause the payment otherwise went
4635 return ''; #no error
4641 my $perror = "$processor error: ". $transaction->error_message;
4643 unless ( $transaction->error_message ) {
4646 if ( $transaction->can('response_page') ) {
4648 'page' => ( $transaction->can('response_page')
4649 ? $transaction->response_page
4652 'code' => ( $transaction->can('response_code')
4653 ? $transaction->response_code
4656 'headers' => ( $transaction->can('response_headers')
4657 ? $transaction->response_headers
4663 "No additional debugging information available for $processor";
4666 $perror .= "No error_message returned from $processor -- ".
4667 ( ref($t_response) ? Dumper($t_response) : $t_response );
4671 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4672 && $conf->exists('emaildecline')
4673 && grep { $_ ne 'POST' } $self->invoicing_list
4674 && ! grep { $transaction->error_message =~ /$_/ }
4675 $conf->config('emaildecline-exclude')
4678 # Send a decline alert to the customer.
4679 my $msgnum = $conf->config('decline_msgnum', $self->agentnum);
4682 # include the raw error message in the transaction state
4683 $cust_pay_pending->setfield('error', $transaction->error_message);
4684 my $msg_template = qsearchs('msg_template', { msgnum => $msgnum });
4685 $error = $msg_template->send( 'cust_main' => $self,
4686 'object' => $cust_pay_pending );
4690 my @templ = $conf->config('declinetemplate');
4691 my $template = new Text::Template (
4693 SOURCE => [ map "$_\n", @templ ],
4694 ) or return "($perror) can't create template: $Text::Template::ERROR";
4695 $template->compile()
4696 or return "($perror) can't compile template: $Text::Template::ERROR";
4700 scalar( $conf->config('company_name', $self->agentnum ) ),
4701 'company_address' =>
4702 join("\n", $conf->config('company_address', $self->agentnum ) ),
4703 'error' => $transaction->error_message,
4706 my $error = send_email(
4707 'from' => $conf->config('invoice_from', $self->agentnum ),
4708 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4709 'subject' => 'Your payment could not be processed',
4710 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4714 $perror .= " (also received error sending decline notification: $error)"
4719 $cust_pay_pending->status('done');
4720 $cust_pay_pending->statustext("declined: $perror");
4721 my $cpp_done_err = $cust_pay_pending->replace;
4722 if ( $cpp_done_err ) {
4723 my $e = "WARNING: $method declined but pending payment not resolved - ".
4724 "error updating status for paypendingnum ".
4725 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4727 $perror = "$e ($perror)";
4735 sub _bop_recurring_billing {
4736 my( $self, %opt ) = @_;
4738 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4740 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4742 return 1 if $opt{'trans_is_recur'};
4746 my %hash = ( 'custnum' => $self->custnum,
4751 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4752 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4763 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4765 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4766 via a Business::OnlinePayment realtime gateway. See
4767 L<http://420.am/business-onlinepayment> for supported gateways.
4769 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4771 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4773 Most gateways require a reference to an original payment transaction to refund,
4774 so you probably need to specify a I<paynum>.
4776 I<amount> defaults to the original amount of the payment if not specified.
4778 I<reason> specifies a reason for the refund.
4780 I<paydate> specifies the expiration date for a credit card overriding the
4781 value from the customer record or the payment record. Specified as yyyy-mm-dd
4783 Implementation note: If I<amount> is unspecified or equal to the amount of the
4784 orignal payment, first an attempt is made to "void" the transaction via
4785 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4786 the normal attempt is made to "refund" ("credit") the transaction via the
4787 gateway is attempted.
4789 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4790 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4791 #if set, will override the value from the customer record.
4793 #If an I<invnum> is specified, this payment (if successful) is applied to the
4794 #specified invoice. If you don't specify an I<invnum> you might want to
4795 #call the B<apply_payments> method.
4799 #some false laziness w/realtime_bop, not enough to make it worth merging
4800 #but some useful small subs should be pulled out
4801 sub realtime_refund_bop {
4804 return $self->_new_realtime_refund_bop(@_)
4805 if $self->_new_bop_required();
4807 my( $method, %options ) = @_;
4809 warn "$me realtime_refund_bop: $method refund\n";
4810 warn " $_ => $options{$_}\n" foreach keys %options;
4813 eval "use Business::OnlinePayment";
4817 # look up the original payment and optionally a gateway for that payment
4821 my $amount = $options{'amount'};
4823 my( $processor, $login, $password, @bop_options ) ;
4824 my( $auth, $order_number ) = ( '', '', '' );
4826 if ( $options{'paynum'} ) {
4828 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4829 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4830 or return "Unknown paynum $options{'paynum'}";
4831 $amount ||= $cust_pay->paid;
4833 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4834 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4835 $cust_pay->paybatch;
4836 my $gatewaynum = '';
4837 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4839 if ( $gatewaynum ) { #gateway for the payment to be refunded
4841 my $payment_gateway =
4842 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4843 die "payment gateway $gatewaynum not found"
4844 unless $payment_gateway;
4846 $processor = $payment_gateway->gateway_module;
4847 $login = $payment_gateway->gateway_username;
4848 $password = $payment_gateway->gateway_password;
4849 @bop_options = $payment_gateway->options;
4851 } else { #try the default gateway
4853 my( $conf_processor, $unused_action );
4854 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4855 $self->default_payment_gateway($method);
4857 return "processor of payment $options{'paynum'} $processor does not".
4858 " match default processor $conf_processor"
4859 unless $processor eq $conf_processor;
4864 } else { # didn't specify a paynum, so look for agent gateway overrides
4865 # like a normal transaction
4868 if ( $method eq 'CC' ) {
4869 $cardtype = cardtype($self->payinfo);
4870 } elsif ( $method eq 'ECHECK' ) {
4873 $cardtype = $method;
4876 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4877 cardtype => $cardtype,
4879 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4881 taxclass => '', } );
4883 if ( $override ) { #use a payment gateway override
4885 my $payment_gateway = $override->payment_gateway;
4887 $processor = $payment_gateway->gateway_module;
4888 $login = $payment_gateway->gateway_username;
4889 $password = $payment_gateway->gateway_password;
4890 #$action = $payment_gateway->gateway_action;
4891 @bop_options = $payment_gateway->options;
4893 } else { #use the standard settings from the config
4896 ( $processor, $login, $password, $unused_action, @bop_options ) =
4897 $self->default_payment_gateway($method);
4902 return "neither amount nor paynum specified" unless $amount;
4907 'password' => $password,
4908 'order_number' => $order_number,
4909 'amount' => $amount,
4910 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4912 $content{authorization} = $auth
4913 if length($auth); #echeck/ACH transactions have an order # but no auth
4914 #(at least with authorize.net)
4916 my $disable_void_after;
4917 if ($conf->exists('disable_void_after')
4918 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4919 $disable_void_after = $1;
4922 #first try void if applicable
4923 if ( $cust_pay && $cust_pay->paid == $amount
4925 ( not defined($disable_void_after) )
4926 || ( time < ($cust_pay->_date + $disable_void_after ) )
4929 warn " attempting void\n" if $DEBUG > 1;
4930 my $void = new Business::OnlinePayment( $processor, @bop_options );
4931 if ( $void->can('info') ) {
4932 if ( $cust_pay->payby eq 'CARD'
4933 && $void->info('CC_void_requires_card') )
4935 $content{'card_number'} = $cust_pay->payinfo
4936 } elsif ( $cust_pay->payby eq 'CHEK'
4937 && $void->info('ECHECK_void_requires_account') )
4939 ( $content{'account_number'}, $content{'routing_code'} ) =
4940 split('@', $cust_pay->payinfo);
4941 $content{'name'} = $self->get('first'). ' '. $self->get('last');
4944 $void->content( 'action' => 'void', %content );
4946 if ( $void->is_success ) {
4947 my $error = $cust_pay->void($options{'reason'});
4949 # gah, even with transactions.
4950 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4951 "error voiding payment: $error";
4955 warn " void successful\n" if $DEBUG > 1;
4960 warn " void unsuccessful, trying refund\n"
4964 my $address = $self->address1;
4965 $address .= ", ". $self->address2 if $self->address2;
4967 my($payname, $payfirst, $paylast);
4968 if ( $self->payname && $method ne 'ECHECK' ) {
4969 $payname = $self->payname;
4970 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4971 or return "Illegal payname $payname";
4972 ($payfirst, $paylast) = ($1, $2);
4974 $payfirst = $self->getfield('first');
4975 $paylast = $self->getfield('last');
4976 $payname = "$payfirst $paylast";
4979 my @invoicing_list = $self->invoicing_list_emailonly;
4980 if ( $conf->exists('emailinvoiceautoalways')
4981 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4982 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4983 push @invoicing_list, $self->all_emails;
4986 my $email = ($conf->exists('business-onlinepayment-email-override'))
4987 ? $conf->config('business-onlinepayment-email-override')
4988 : $invoicing_list[0];
4990 my $payip = exists($options{'payip'})
4993 $content{customer_ip} = $payip
4997 if ( $method eq 'CC' ) {
5000 $content{card_number} = $payinfo = $cust_pay->payinfo;
5001 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5002 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5003 ($content{expiration} = "$2/$1"); # where available
5005 $content{card_number} = $payinfo = $self->payinfo;
5006 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5007 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5008 $content{expiration} = "$2/$1";
5011 } elsif ( $method eq 'ECHECK' ) {
5014 $payinfo = $cust_pay->payinfo;
5016 $payinfo = $self->payinfo;
5018 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5019 $content{bank_name} = $self->payname;
5020 $content{account_type} = 'CHECKING';
5021 $content{account_name} = $payname;
5022 $content{customer_org} = $self->company ? 'B' : 'I';
5023 $content{customer_ssn} = $self->ss;
5024 } elsif ( $method eq 'LEC' ) {
5025 $content{phone} = $payinfo = $self->payinfo;
5029 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5030 my %sub_content = $refund->content(
5031 'action' => 'credit',
5032 'customer_id' => $self->custnum,
5033 'last_name' => $paylast,
5034 'first_name' => $payfirst,
5036 'address' => $address,
5037 'city' => $self->city,
5038 'state' => $self->state,
5039 'zip' => $self->zip,
5040 'country' => $self->country,
5042 'phone' => $self->daytime || $self->night,
5045 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5049 return "$processor error: ". $refund->error_message
5050 unless $refund->is_success();
5052 my %method2payby = (
5058 my $paybatch = "$processor:". $refund->authorization;
5059 $paybatch .= ':'. $refund->order_number
5060 if $refund->can('order_number') && $refund->order_number;
5062 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5063 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5064 last unless @cust_bill_pay;
5065 my $cust_bill_pay = pop @cust_bill_pay;
5066 my $error = $cust_bill_pay->delete;
5070 my $cust_refund = new FS::cust_refund ( {
5071 'custnum' => $self->custnum,
5072 'paynum' => $options{'paynum'},
5073 'refund' => $amount,
5075 'payby' => $method2payby{$method},
5076 'payinfo' => $payinfo,
5077 'paybatch' => $paybatch,
5078 'reason' => $options{'reason'} || 'card or ACH refund',
5080 my $error = $cust_refund->insert;
5082 $cust_refund->paynum(''); #try again with no specific paynum
5083 my $error2 = $cust_refund->insert;
5085 # gah, even with transactions.
5086 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5087 "error inserting refund ($processor): $error2".
5088 " (previously tried insert with paynum #$options{'paynum'}" .
5099 # does the configuration indicate the new bop routines are required?
5101 sub _new_bop_required {
5104 my $botpp = 'Business::OnlineThirdPartyPayment';
5107 if ( ( $conf->exists('business-onlinepayment-namespace')
5108 && $conf->config('business-onlinepayment-namespace') eq $botpp
5110 or scalar( grep { $_->gateway_namespace eq $botpp }
5111 qsearch( 'payment_gateway', { 'disabled' => '' } )
5119 =item realtime_collect [ OPTION => VALUE ... ]
5121 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5122 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
5123 gateway. See L<http://420.am/business-onlinepayment> and
5124 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5126 On failure returns an error message.
5128 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.
5130 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
5132 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
5133 then it is deduced from the customer record.
5135 If no I<amount> is specified, then the customer balance is used.
5137 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5138 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5139 if set, will override the value from the customer record.
5141 I<description> is a free-text field passed to the gateway. It defaults to
5142 the value defined by the business-onlinepayment-description configuration
5143 option, or "Internet services" if that is unset.
5145 If an I<invnum> is specified, this payment (if successful) is applied to the
5146 specified invoice. If you don't specify an I<invnum> you might want to
5147 call the B<apply_payments> method or set the I<apply> option.
5149 I<apply> can be set to true to apply a resulting payment.
5151 I<quiet> can be set true to surpress email decline notices.
5153 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5154 resulting paynum, if any.
5156 I<payunique> is a unique identifier for this payment.
5158 I<session_id> is a session identifier associated with this payment.
5160 I<depend_jobnum> allows payment capture to unlock export jobs
5164 sub realtime_collect {
5165 my( $self, %options ) = @_;
5168 warn "$me realtime_collect:\n";
5169 warn " $_ => $options{$_}\n" foreach keys %options;
5172 $options{amount} = $self->balance unless exists( $options{amount} );
5173 $options{method} = FS::payby->payby2bop($self->payby)
5174 unless exists( $options{method} );
5176 return $self->realtime_bop({%options});
5180 =item _realtime_bop { [ ARG => VALUE ... ] }
5182 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5183 via a Business::OnlinePayment realtime gateway. See
5184 L<http://420.am/business-onlinepayment> for supported gateways.
5186 Required arguments in the hashref are I<method>, and I<amount>
5188 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5190 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5192 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5193 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5194 if set, will override the value from the customer record.
5196 I<description> is a free-text field passed to the gateway. It defaults to
5197 the value defined by the business-onlinepayment-description configuration
5198 option, or "Internet services" if that is unset.
5200 If an I<invnum> is specified, this payment (if successful) is applied to the
5201 specified invoice. If you don't specify an I<invnum> you might want to
5202 call the B<apply_payments> method.
5204 I<quiet> can be set true to surpress email decline notices.
5206 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5207 resulting paynum, if any.
5209 I<payunique> is a unique identifier for this payment.
5211 I<session_id> is a session identifier associated with this payment.
5213 I<depend_jobnum> allows payment capture to unlock export jobs
5215 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5219 # some helper routines
5220 sub _payment_gateway {
5221 my ($self, $options) = @_;
5223 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5224 unless exists($options->{payment_gateway});
5226 $options->{payment_gateway};
5230 my ($self, $options) = @_;
5233 'login' => $options->{payment_gateway}->gateway_username,
5234 'password' => $options->{payment_gateway}->gateway_password,
5239 my ($self, $options) = @_;
5241 $options->{payment_gateway}->gatewaynum
5242 ? $options->{payment_gateway}->options
5243 : @{ $options->{payment_gateway}->get('options') };
5247 my ($self, $options) = @_;
5249 unless ( $options->{'description'} ) {
5250 if ( $conf->exists('business-onlinepayment-description') ) {
5251 my $dtempl = $conf->config('business-onlinepayment-description');
5253 my $agent = $self->agent->agent;
5255 $options->{'description'} = eval qq("$dtempl");
5257 $options->{'description'} = 'Internet services';
5261 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5262 $options->{invnum} ||= '';
5263 $options->{payname} = $self->payname unless exists( $options->{payname} );
5267 my ($self, $options) = @_;
5270 $content{address} = exists($options->{'address1'})
5271 ? $options->{'address1'}
5273 my $address2 = exists($options->{'address2'})
5274 ? $options->{'address2'}
5276 $content{address} .= ", ". $address2 if length($address2);
5278 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5279 $content{customer_ip} = $payip if length($payip);
5281 $content{invoice_number} = $options->{'invnum'}
5282 if exists($options->{'invnum'}) && length($options->{'invnum'});
5284 $content{email_customer} =
5285 ( $conf->exists('business-onlinepayment-email_customer')
5286 || $conf->exists('business-onlinepayment-email-override') );
5288 $content{payfirst} = $self->getfield('first');
5289 $content{paylast} = $self->getfield('last');
5291 $content{account_name} = "$content{payfirst} $content{paylast}"
5292 if $options->{method} eq 'ECHECK';
5294 $content{name} = $options->{payname};
5295 $content{name} = $content{account_name} if exists($content{account_name});
5297 $content{city} = exists($options->{city})
5300 $content{state} = exists($options->{state})
5303 $content{zip} = exists($options->{zip})
5306 $content{country} = exists($options->{country})
5307 ? $options->{country}
5309 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5310 $content{phone} = $self->daytime || $self->night;
5315 my %bop_method2payby = (
5321 sub _new_realtime_bop {
5325 if (ref($_[0]) eq 'HASH') {
5326 %options = %{$_[0]};
5328 my ( $method, $amount ) = ( shift, shift );
5330 $options{method} = $method;
5331 $options{amount} = $amount;
5335 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5336 warn " $_ => $options{$_}\n" foreach keys %options;
5339 return $self->fake_bop(%options) if $options{'fake'};
5341 $self->_bop_defaults(\%options);
5344 # set trans_is_recur based on invnum if there is one
5347 my $trans_is_recur = 0;
5348 if ( $options{'invnum'} ) {
5350 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5351 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5354 map { $_->part_pkg }
5356 map { $_->cust_pkg }
5357 $cust_bill->cust_bill_pkg;
5360 if grep { $_->freq ne '0' } @part_pkg;
5368 my $payment_gateway = $self->_payment_gateway( \%options );
5369 my $namespace = $payment_gateway->gateway_namespace;
5371 eval "use $namespace";
5375 # check for banned credit card/ACH
5378 my $ban = qsearchs('banned_pay', {
5379 'payby' => $bop_method2payby{$options{method}},
5380 'payinfo' => md5_base64($options{payinfo}),
5382 return "Banned credit card" if $ban;
5388 my (%bop_content) = $self->_bop_content(\%options);
5390 if ( $options{method} ne 'ECHECK' ) {
5391 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5392 or return "Illegal payname $options{payname}";
5393 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5396 my @invoicing_list = $self->invoicing_list_emailonly;
5397 if ( $conf->exists('emailinvoiceautoalways')
5398 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5399 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5400 push @invoicing_list, $self->all_emails;
5403 my $email = ($conf->exists('business-onlinepayment-email-override'))
5404 ? $conf->config('business-onlinepayment-email-override')
5405 : $invoicing_list[0];
5409 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5411 $content{card_number} = $options{payinfo};
5412 $paydate = exists($options{'paydate'})
5413 ? $options{'paydate'}
5415 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5416 $content{expiration} = "$2/$1";
5418 my $paycvv = exists($options{'paycvv'})
5419 ? $options{'paycvv'}
5421 $content{cvv2} = $paycvv
5424 my $paystart_month = exists($options{'paystart_month'})
5425 ? $options{'paystart_month'}
5426 : $self->paystart_month;
5428 my $paystart_year = exists($options{'paystart_year'})
5429 ? $options{'paystart_year'}
5430 : $self->paystart_year;
5432 $content{card_start} = "$paystart_month/$paystart_year"
5433 if $paystart_month && $paystart_year;
5435 my $payissue = exists($options{'payissue'})
5436 ? $options{'payissue'}
5438 $content{issue_number} = $payissue if $payissue;
5440 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5441 'trans_is_recur' => $trans_is_recur,
5445 $content{recurring_billing} = 'YES';
5446 $content{acct_code} = 'rebill'
5447 if $conf->exists('credit_card-recurring_billing_acct_code');
5450 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5451 ( $content{account_number}, $content{routing_code} ) =
5452 split('@', $options{payinfo});
5453 $content{bank_name} = $options{payname};
5454 $content{bank_state} = exists($options{'paystate'})
5455 ? $options{'paystate'}
5456 : $self->getfield('paystate');
5457 $content{account_type} = exists($options{'paytype'})
5458 ? uc($options{'paytype'}) || 'CHECKING'
5459 : uc($self->getfield('paytype')) || 'CHECKING';
5460 $content{customer_org} = $self->company ? 'B' : 'I';
5461 $content{state_id} = exists($options{'stateid'})
5462 ? $options{'stateid'}
5463 : $self->getfield('stateid');
5464 $content{state_id_state} = exists($options{'stateid_state'})
5465 ? $options{'stateid_state'}
5466 : $self->getfield('stateid_state');
5467 $content{customer_ssn} = exists($options{'ss'})
5470 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5471 $content{phone} = $options{payinfo};
5472 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5479 # run transaction(s)
5482 my $balance = exists( $options{'balance'} )
5483 ? $options{'balance'}
5486 $self->select_for_update; #mutex ... just until we get our pending record in
5488 #the checks here are intended to catch concurrent payments
5489 #double-form-submission prevention is taken care of in cust_pay_pending::check
5492 return "The customer's balance has changed; $options{method} transaction aborted."
5493 if $self->balance < $balance;
5494 #&& $self->balance < $options{amount}; #might as well anyway?
5496 #also check and make sure there aren't *other* pending payments for this cust
5498 my @pending = qsearch('cust_pay_pending', {
5499 'custnum' => $self->custnum,
5500 'status' => { op=>'!=', value=>'done' }
5502 return "A payment is already being processed for this customer (".
5503 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5504 "); $options{method} transaction aborted."
5505 if scalar(@pending);
5507 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5509 my $cust_pay_pending = new FS::cust_pay_pending {
5510 'custnum' => $self->custnum,
5511 #'invnum' => $options{'invnum'},
5512 'paid' => $options{amount},
5514 'payby' => $bop_method2payby{$options{method}},
5515 'payinfo' => $options{payinfo},
5516 'paydate' => $paydate,
5517 'recurring_billing' => $content{recurring_billing},
5518 'pkgnum' => $options{'pkgnum'},
5520 'gatewaynum' => $payment_gateway->gatewaynum || '',
5521 'session_id' => $options{session_id} || '',
5522 'jobnum' => $options{depend_jobnum} || '',
5524 $cust_pay_pending->payunique( $options{payunique} )
5525 if defined($options{payunique}) && length($options{payunique});
5526 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5527 return $cpp_new_err if $cpp_new_err;
5529 my( $action1, $action2 ) =
5530 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5532 my $transaction = new $namespace( $payment_gateway->gateway_module,
5533 $self->_bop_options(\%options),
5536 $transaction->content(
5537 'type' => $options{method},
5538 $self->_bop_auth(\%options),
5539 'action' => $action1,
5540 'description' => $options{'description'},
5541 'amount' => $options{amount},
5542 #'invoice_number' => $options{'invnum'},
5543 'customer_id' => $self->custnum,
5545 'reference' => $cust_pay_pending->paypendingnum, #for now
5550 $cust_pay_pending->status('pending');
5551 my $cpp_pending_err = $cust_pay_pending->replace;
5552 return $cpp_pending_err if $cpp_pending_err;
5555 my $BOP_TESTING = 0;
5556 my $BOP_TESTING_SUCCESS = 1;
5558 unless ( $BOP_TESTING ) {
5559 $transaction->submit();
5561 if ( $BOP_TESTING_SUCCESS ) {
5562 $transaction->is_success(1);
5563 $transaction->authorization('fake auth');
5565 $transaction->is_success(0);
5566 $transaction->error_message('fake failure');
5570 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5572 return { reference => $cust_pay_pending->paypendingnum,
5573 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5575 } elsif ( $transaction->is_success() && $action2 ) {
5577 $cust_pay_pending->status('authorized');
5578 my $cpp_authorized_err = $cust_pay_pending->replace;
5579 return $cpp_authorized_err if $cpp_authorized_err;
5581 my $auth = $transaction->authorization;
5582 my $ordernum = $transaction->can('order_number')
5583 ? $transaction->order_number
5587 new Business::OnlinePayment( $payment_gateway->gateway_module,
5588 $self->_bop_options(\%options),
5593 type => $options{method},
5595 $self->_bop_auth(\%options),
5596 order_number => $ordernum,
5597 amount => $options{amount},
5598 authorization => $auth,
5599 description => $options{'description'},
5602 foreach my $field (qw( authorization_source_code returned_ACI
5603 transaction_identifier validation_code
5604 transaction_sequence_num local_transaction_date
5605 local_transaction_time AVS_result_code )) {
5606 $capture{$field} = $transaction->$field() if $transaction->can($field);
5609 $capture->content( %capture );
5613 unless ( $capture->is_success ) {
5614 my $e = "Authorization successful but capture failed, custnum #".
5615 $self->custnum. ': '. $capture->result_code.
5616 ": ". $capture->error_message;
5624 # remove paycvv after initial transaction
5627 #false laziness w/misc/process/payment.cgi - check both to make sure working
5629 if ( length($self->paycvv)
5630 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5632 my $error = $self->remove_cvv;
5634 warn "WARNING: error removing cvv: $error\n";
5642 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5654 if (ref($_[0]) eq 'HASH') {
5655 %options = %{$_[0]};
5657 my ( $method, $amount ) = ( shift, shift );
5659 $options{method} = $method;
5660 $options{amount} = $amount;
5663 if ( $options{'fake_failure'} ) {
5664 return "Error: No error; test failure requested with fake_failure";
5668 #if ( $payment_gateway->gatewaynum ) { # agent override
5669 # $paybatch = $payment_gateway->gatewaynum. '-';
5672 #$paybatch .= "$processor:". $transaction->authorization;
5674 #$paybatch .= ':'. $transaction->order_number
5675 # if $transaction->can('order_number')
5676 # && length($transaction->order_number);
5678 my $paybatch = 'FakeProcessor:54:32';
5680 my $cust_pay = new FS::cust_pay ( {
5681 'custnum' => $self->custnum,
5682 'invnum' => $options{'invnum'},
5683 'paid' => $options{amount},
5685 'payby' => $bop_method2payby{$options{method}},
5686 #'payinfo' => $payinfo,
5687 'payinfo' => '4111111111111111',
5688 'paybatch' => $paybatch,
5689 #'paydate' => $paydate,
5690 'paydate' => '2012-05-01',
5692 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5694 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5697 $cust_pay->invnum(''); #try again with no specific invnum
5698 my $error2 = $cust_pay->insert( $options{'manual'} ?
5699 ( 'manual' => 1 ) : ()
5702 # gah, even with transactions.
5703 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5704 "error inserting (fake!) payment: $error2".
5705 " (previously tried insert with invnum #$options{'invnum'}" .
5712 if ( $options{'paynum_ref'} ) {
5713 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5716 return ''; #no error
5721 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5723 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5724 # phone bill transaction.
5726 sub _realtime_bop_result {
5727 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5729 warn "$me _realtime_bop_result: pending transaction ".
5730 $cust_pay_pending->paypendingnum. "\n";
5731 warn " $_ => $options{$_}\n" foreach keys %options;
5734 my $payment_gateway = $options{payment_gateway}
5735 or return "no payment gateway in arguments to _realtime_bop_result";
5737 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5738 my $cpp_captured_err = $cust_pay_pending->replace;
5739 return $cpp_captured_err if $cpp_captured_err;
5741 if ( $transaction->is_success() ) {
5744 if ( $payment_gateway->gatewaynum ) { # agent override
5745 $paybatch = $payment_gateway->gatewaynum. '-';
5748 $paybatch .= $payment_gateway->gateway_module. ":".
5749 $transaction->authorization;
5751 $paybatch .= ':'. $transaction->order_number
5752 if $transaction->can('order_number')
5753 && length($transaction->order_number);
5755 my $cust_pay = new FS::cust_pay ( {
5756 'custnum' => $self->custnum,
5757 'invnum' => $options{'invnum'},
5758 'paid' => $cust_pay_pending->paid,
5760 'payby' => $cust_pay_pending->payby,
5761 #'payinfo' => $payinfo,
5762 'paybatch' => $paybatch,
5763 'paydate' => $cust_pay_pending->paydate,
5764 'pkgnum' => $cust_pay_pending->pkgnum,
5766 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5767 $cust_pay->payunique( $options{payunique} )
5768 if defined($options{payunique}) && length($options{payunique});
5770 my $oldAutoCommit = $FS::UID::AutoCommit;
5771 local $FS::UID::AutoCommit = 0;
5774 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5776 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5779 $cust_pay->invnum(''); #try again with no specific invnum
5780 my $error2 = $cust_pay->insert( $options{'manual'} ?
5781 ( 'manual' => 1 ) : ()
5784 # gah. but at least we have a record of the state we had to abort in
5785 # from cust_pay_pending now.
5786 my $e = "WARNING: $options{method} captured but payment not recorded -".
5787 " error inserting payment (". $payment_gateway->gateway_module.
5789 " (previously tried insert with invnum #$options{'invnum'}" .
5790 ": $error ) - pending payment saved as paypendingnum ".
5791 $cust_pay_pending->paypendingnum. "\n";
5797 my $jobnum = $cust_pay_pending->jobnum;
5799 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5801 unless ( $placeholder ) {
5802 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5803 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5804 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5809 $error = $placeholder->delete;
5812 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5813 my $e = "WARNING: $options{method} captured but could not delete ".
5814 "job $jobnum for paypendingnum ".
5815 $cust_pay_pending->paypendingnum. ": $error\n";
5822 if ( $options{'paynum_ref'} ) {
5823 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5826 $cust_pay_pending->status('done');
5827 $cust_pay_pending->statustext('captured');
5828 $cust_pay_pending->paynum($cust_pay->paynum);
5829 my $cpp_done_err = $cust_pay_pending->replace;
5831 if ( $cpp_done_err ) {
5833 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5834 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5835 "error updating status for paypendingnum ".
5836 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5842 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5844 if ( $options{'apply'} ) {
5845 my $apply_error = $self->apply_payments_and_credits;
5846 if ( $apply_error ) {
5847 warn "WARNING: error applying payment: $apply_error\n";
5848 #but we still should return no error cause the payment otherwise went
5853 return ''; #no error
5859 my $perror = $payment_gateway->gateway_module. " error: ".
5860 $transaction->error_message;
5862 my $jobnum = $cust_pay_pending->jobnum;
5864 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5866 if ( $placeholder ) {
5867 my $error = $placeholder->depended_delete;
5868 $error ||= $placeholder->delete;
5869 warn "error removing provisioning jobs after declined paypendingnum ".
5870 $cust_pay_pending->paypendingnum. "\n";
5872 my $e = "error finding job $jobnum for declined paypendingnum ".
5873 $cust_pay_pending->paypendingnum. "\n";
5879 unless ( $transaction->error_message ) {
5882 if ( $transaction->can('response_page') ) {
5884 'page' => ( $transaction->can('response_page')
5885 ? $transaction->response_page
5888 'code' => ( $transaction->can('response_code')
5889 ? $transaction->response_code
5892 'headers' => ( $transaction->can('response_headers')
5893 ? $transaction->response_headers
5899 "No additional debugging information available for ".
5900 $payment_gateway->gateway_module;
5903 $perror .= "No error_message returned from ".
5904 $payment_gateway->gateway_module. " -- ".
5905 ( ref($t_response) ? Dumper($t_response) : $t_response );
5909 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5910 && $conf->exists('emaildecline')
5911 && grep { $_ ne 'POST' } $self->invoicing_list
5912 && ! grep { $transaction->error_message =~ /$_/ }
5913 $conf->config('emaildecline-exclude')
5915 my @templ = $conf->config('declinetemplate');
5916 my $template = new Text::Template (
5918 SOURCE => [ map "$_\n", @templ ],
5919 ) or return "($perror) can't create template: $Text::Template::ERROR";
5920 $template->compile()
5921 or return "($perror) can't compile template: $Text::Template::ERROR";
5925 scalar( $conf->config('company_name', $self->agentnum ) ),
5926 'company_address' =>
5927 join("\n", $conf->config('company_address', $self->agentnum ) ),
5928 'error' => $transaction->error_message,
5931 my $error = send_email(
5932 'from' => $conf->config('invoice_from', $self->agentnum ),
5933 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5934 'subject' => 'Your payment could not be processed',
5935 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5938 $perror .= " (also received error sending decline notification: $error)"
5943 $cust_pay_pending->status('done');
5944 $cust_pay_pending->statustext("declined: $perror");
5945 my $cpp_done_err = $cust_pay_pending->replace;
5946 if ( $cpp_done_err ) {
5947 my $e = "WARNING: $options{method} declined but pending payment not ".
5948 "resolved - error updating status for paypendingnum ".
5949 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5951 $perror = "$e ($perror)";
5959 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5961 Verifies successful third party processing of a realtime credit card,
5962 ACH (electronic check) or phone bill transaction via a
5963 Business::OnlineThirdPartyPayment realtime gateway. See
5964 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5966 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5968 The additional options I<payname>, I<city>, I<state>,
5969 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5970 if set, will override the value from the customer record.
5972 I<description> is a free-text field passed to the gateway. It defaults to
5973 "Internet services".
5975 If an I<invnum> is specified, this payment (if successful) is applied to the
5976 specified invoice. If you don't specify an I<invnum> you might want to
5977 call the B<apply_payments> method.
5979 I<quiet> can be set true to surpress email decline notices.
5981 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5982 resulting paynum, if any.
5984 I<payunique> is a unique identifier for this payment.
5986 Returns a hashref containing elements bill_error (which will be undefined
5987 upon success) and session_id of any associated session.
5991 sub realtime_botpp_capture {
5992 my( $self, $cust_pay_pending, %options ) = @_;
5994 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5995 warn " $_ => $options{$_}\n" foreach keys %options;
5998 eval "use Business::OnlineThirdPartyPayment";
6002 # select the gateway
6005 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
6007 my $payment_gateway = $cust_pay_pending->gatewaynum
6008 ? qsearchs( 'payment_gateway',
6009 { gatewaynum => $cust_pay_pending->gatewaynum }
6011 : $self->agent->payment_gateway( 'method' => $method,
6012 # 'invnum' => $cust_pay_pending->invnum,
6013 # 'payinfo' => $cust_pay_pending->payinfo,
6016 $options{payment_gateway} = $payment_gateway; # for the helper subs
6022 my @invoicing_list = $self->invoicing_list_emailonly;
6023 if ( $conf->exists('emailinvoiceautoalways')
6024 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6025 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6026 push @invoicing_list, $self->all_emails;
6029 my $email = ($conf->exists('business-onlinepayment-email-override'))
6030 ? $conf->config('business-onlinepayment-email-override')
6031 : $invoicing_list[0];
6035 $content{email_customer} =
6036 ( $conf->exists('business-onlinepayment-email_customer')
6037 || $conf->exists('business-onlinepayment-email-override') );
6040 # run transaction(s)
6044 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
6045 $self->_bop_options(\%options),
6048 $transaction->reference({ %options });
6050 $transaction->content(
6052 $self->_bop_auth(\%options),
6053 'action' => 'Post Authorization',
6054 'description' => $options{'description'},
6055 'amount' => $cust_pay_pending->paid,
6056 #'invoice_number' => $options{'invnum'},
6057 'customer_id' => $self->custnum,
6058 'referer' => 'http://cleanwhisker.420.am/',
6059 'reference' => $cust_pay_pending->paypendingnum,
6061 'phone' => $self->daytime || $self->night,
6063 # plus whatever is required for bogus capture avoidance
6066 $transaction->submit();
6069 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
6072 bill_error => $error,
6073 session_id => $cust_pay_pending->session_id,
6078 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
6082 sub default_payment_gateway {
6083 my( $self, $method ) = @_;
6085 die "Real-time processing not enabled\n"
6086 unless $conf->exists('business-onlinepayment');
6088 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
6091 my $bop_config = 'business-onlinepayment';
6092 $bop_config .= '-ach'
6093 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
6094 my ( $processor, $login, $password, $action, @bop_options ) =
6095 $conf->config($bop_config);
6096 $action ||= 'normal authorization';
6097 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
6098 die "No real-time processor is enabled - ".
6099 "did you set the business-onlinepayment configuration value?\n"
6102 ( $processor, $login, $password, $action, @bop_options )
6107 Removes the I<paycvv> field from the database directly.
6109 If there is an error, returns the error, otherwise returns false.
6115 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
6116 or return dbh->errstr;
6117 $sth->execute($self->custnum)
6118 or return $sth->errstr;
6123 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
6125 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
6126 via a Business::OnlinePayment realtime gateway. See
6127 L<http://420.am/business-onlinepayment> for supported gateways.
6129 Available methods are: I<CC>, I<ECHECK> and I<LEC>
6131 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
6133 Most gateways require a reference to an original payment transaction to refund,
6134 so you probably need to specify a I<paynum>.
6136 I<amount> defaults to the original amount of the payment if not specified.
6138 I<reason> specifies a reason for the refund.
6140 I<paydate> specifies the expiration date for a credit card overriding the
6141 value from the customer record or the payment record. Specified as yyyy-mm-dd
6143 Implementation note: If I<amount> is unspecified or equal to the amount of the
6144 orignal payment, first an attempt is made to "void" the transaction via
6145 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6146 the normal attempt is made to "refund" ("credit") the transaction via the
6147 gateway is attempted.
6149 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6150 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6151 #if set, will override the value from the customer record.
6153 #If an I<invnum> is specified, this payment (if successful) is applied to the
6154 #specified invoice. If you don't specify an I<invnum> you might want to
6155 #call the B<apply_payments> method.
6159 #some false laziness w/realtime_bop, not enough to make it worth merging
6160 #but some useful small subs should be pulled out
6161 sub _new_realtime_refund_bop {
6165 if (ref($_[0]) ne 'HASH') {
6166 %options = %{$_[0]};
6170 $options{method} = $method;
6174 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6175 warn " $_ => $options{$_}\n" foreach keys %options;
6179 # look up the original payment and optionally a gateway for that payment
6183 my $amount = $options{'amount'};
6185 my( $processor, $login, $password, @bop_options, $namespace ) ;
6186 my( $auth, $order_number ) = ( '', '', '' );
6188 if ( $options{'paynum'} ) {
6190 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6191 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6192 or return "Unknown paynum $options{'paynum'}";
6193 $amount ||= $cust_pay->paid;
6195 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6196 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6197 $cust_pay->paybatch;
6198 my $gatewaynum = '';
6199 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6201 if ( $gatewaynum ) { #gateway for the payment to be refunded
6203 my $payment_gateway =
6204 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6205 die "payment gateway $gatewaynum not found"
6206 unless $payment_gateway;
6208 $processor = $payment_gateway->gateway_module;
6209 $login = $payment_gateway->gateway_username;
6210 $password = $payment_gateway->gateway_password;
6211 $namespace = $payment_gateway->gateway_namespace;
6212 @bop_options = $payment_gateway->options;
6214 } else { #try the default gateway
6217 my $payment_gateway =
6218 $self->agent->payment_gateway('method' => $options{method});
6220 ( $conf_processor, $login, $password, $namespace ) =
6221 map { my $method = "gateway_$_"; $payment_gateway->$method }
6222 qw( module username password namespace );
6224 @bop_options = $payment_gateway->gatewaynum
6225 ? $payment_gateway->options
6226 : @{ $payment_gateway->get('options') };
6228 return "processor of payment $options{'paynum'} $processor does not".
6229 " match default processor $conf_processor"
6230 unless $processor eq $conf_processor;
6235 } else { # didn't specify a paynum, so look for agent gateway overrides
6236 # like a normal transaction
6238 my $payment_gateway =
6239 $self->agent->payment_gateway( 'method' => $options{method},
6240 #'payinfo' => $payinfo,
6242 my( $processor, $login, $password, $namespace ) =
6243 map { my $method = "gateway_$_"; $payment_gateway->$method }
6244 qw( module username password namespace );
6246 my @bop_options = $payment_gateway->gatewaynum
6247 ? $payment_gateway->options
6248 : @{ $payment_gateway->get('options') };
6251 return "neither amount nor paynum specified" unless $amount;
6253 eval "use $namespace";
6257 'type' => $options{method},
6259 'password' => $password,
6260 'order_number' => $order_number,
6261 'amount' => $amount,
6262 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6264 $content{authorization} = $auth
6265 if length($auth); #echeck/ACH transactions have an order # but no auth
6266 #(at least with authorize.net)
6268 my $disable_void_after;
6269 if ($conf->exists('disable_void_after')
6270 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6271 $disable_void_after = $1;
6274 #first try void if applicable
6275 if ( $cust_pay && $cust_pay->paid == $amount
6277 ( not defined($disable_void_after) )
6278 || ( time < ($cust_pay->_date + $disable_void_after ) )
6281 warn " attempting void\n" if $DEBUG > 1;
6282 my $void = new Business::OnlinePayment( $processor, @bop_options );
6283 if ( $void->can('info') ) {
6284 if ( $cust_pay->payby eq 'CARD'
6285 && $void->info('CC_void_requires_card') )
6287 $content{'card_number'} = $cust_pay->payinfo;
6288 } elsif ( $cust_pay->payby eq 'CHEK'
6289 && $void->info('ECHECK_void_requires_account') )
6291 ( $content{'account_number'}, $content{'routing_code'} ) =
6292 split('@', $cust_pay->payinfo);
6293 $content{'name'} = $self->get('first'). ' '. $self->get('last');
6296 $void->content( 'action' => 'void', %content );
6298 if ( $void->is_success ) {
6299 my $error = $cust_pay->void($options{'reason'});
6301 # gah, even with transactions.
6302 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6303 "error voiding payment: $error";
6307 warn " void successful\n" if $DEBUG > 1;
6312 warn " void unsuccessful, trying refund\n"
6316 my $address = $self->address1;
6317 $address .= ", ". $self->address2 if $self->address2;
6319 my($payname, $payfirst, $paylast);
6320 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6321 $payname = $self->payname;
6322 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6323 or return "Illegal payname $payname";
6324 ($payfirst, $paylast) = ($1, $2);
6326 $payfirst = $self->getfield('first');
6327 $paylast = $self->getfield('last');
6328 $payname = "$payfirst $paylast";
6331 my @invoicing_list = $self->invoicing_list_emailonly;
6332 if ( $conf->exists('emailinvoiceautoalways')
6333 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6334 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6335 push @invoicing_list, $self->all_emails;
6338 my $email = ($conf->exists('business-onlinepayment-email-override'))
6339 ? $conf->config('business-onlinepayment-email-override')
6340 : $invoicing_list[0];
6342 my $payip = exists($options{'payip'})
6345 $content{customer_ip} = $payip
6349 if ( $options{method} eq 'CC' ) {
6352 $content{card_number} = $payinfo = $cust_pay->payinfo;
6353 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6354 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6355 ($content{expiration} = "$2/$1"); # where available
6357 $content{card_number} = $payinfo = $self->payinfo;
6358 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6359 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6360 $content{expiration} = "$2/$1";
6363 } elsif ( $options{method} eq 'ECHECK' ) {
6366 $payinfo = $cust_pay->payinfo;
6368 $payinfo = $self->payinfo;
6370 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6371 $content{bank_name} = $self->payname;
6372 $content{account_type} = 'CHECKING';
6373 $content{account_name} = $payname;
6374 $content{customer_org} = $self->company ? 'B' : 'I';
6375 $content{customer_ssn} = $self->ss;
6376 } elsif ( $options{method} eq 'LEC' ) {
6377 $content{phone} = $payinfo = $self->payinfo;
6381 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6382 my %sub_content = $refund->content(
6383 'action' => 'credit',
6384 'customer_id' => $self->custnum,
6385 'last_name' => $paylast,
6386 'first_name' => $payfirst,
6388 'address' => $address,
6389 'city' => $self->city,
6390 'state' => $self->state,
6391 'zip' => $self->zip,
6392 'country' => $self->country,
6394 'phone' => $self->daytime || $self->night,
6397 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6401 return "$processor error: ". $refund->error_message
6402 unless $refund->is_success();
6404 my $paybatch = "$processor:". $refund->authorization;
6405 $paybatch .= ':'. $refund->order_number
6406 if $refund->can('order_number') && $refund->order_number;
6408 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6409 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6410 last unless @cust_bill_pay;
6411 my $cust_bill_pay = pop @cust_bill_pay;
6412 my $error = $cust_bill_pay->delete;
6416 my $cust_refund = new FS::cust_refund ( {
6417 'custnum' => $self->custnum,
6418 'paynum' => $options{'paynum'},
6419 'refund' => $amount,
6421 'payby' => $bop_method2payby{$options{method}},
6422 'payinfo' => $payinfo,
6423 'paybatch' => $paybatch,
6424 'reason' => $options{'reason'} || 'card or ACH refund',
6426 my $error = $cust_refund->insert;
6428 $cust_refund->paynum(''); #try again with no specific paynum
6429 my $error2 = $cust_refund->insert;
6431 # gah, even with transactions.
6432 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6433 "error inserting refund ($processor): $error2".
6434 " (previously tried insert with paynum #$options{'paynum'}" .
6445 =item batch_card OPTION => VALUE...
6447 Adds a payment for this invoice to the pending credit card batch (see
6448 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6449 runs the payment using a realtime gateway.
6454 my ($self, %options) = @_;
6457 if (exists($options{amount})) {
6458 $amount = $options{amount};
6460 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6462 return '' unless $amount > 0;
6464 my $invnum = delete $options{invnum};
6465 my $payby = $options{invnum} || $self->payby; #dubious
6467 if ($options{'realtime'}) {
6468 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6474 my $oldAutoCommit = $FS::UID::AutoCommit;
6475 local $FS::UID::AutoCommit = 0;
6478 #this needs to handle mysql as well as Pg, like svc_acct.pm
6479 #(make it into a common function if folks need to do batching with mysql)
6480 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6481 or return "Cannot lock pay_batch: " . $dbh->errstr;
6485 'payby' => FS::payby->payby2payment($payby),
6488 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6490 unless ( $pay_batch ) {
6491 $pay_batch = new FS::pay_batch \%pay_batch;
6492 my $error = $pay_batch->insert;
6494 $dbh->rollback if $oldAutoCommit;
6495 die "error creating new batch: $error\n";
6499 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6500 'batchnum' => $pay_batch->batchnum,
6501 'custnum' => $self->custnum,
6504 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6506 $options{$_} = '' unless exists($options{$_});
6509 my $cust_pay_batch = new FS::cust_pay_batch ( {
6510 'batchnum' => $pay_batch->batchnum,
6511 'invnum' => $invnum || 0, # is there a better value?
6512 # this field should be
6514 # cust_bill_pay_batch now
6515 'custnum' => $self->custnum,
6516 'last' => $self->getfield('last'),
6517 'first' => $self->getfield('first'),
6518 'address1' => $options{address1} || $self->address1,
6519 'address2' => $options{address2} || $self->address2,
6520 'city' => $options{city} || $self->city,
6521 'state' => $options{state} || $self->state,
6522 'zip' => $options{zip} || $self->zip,
6523 'country' => $options{country} || $self->country,
6524 'payby' => $options{payby} || $self->payby,
6525 'payinfo' => $options{payinfo} || $self->payinfo,
6526 'exp' => $options{paydate} || $self->paydate,
6527 'payname' => $options{payname} || $self->payname,
6528 'amount' => $amount, # consolidating
6531 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6532 if $old_cust_pay_batch;
6535 if ($old_cust_pay_batch) {
6536 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6538 $error = $cust_pay_batch->insert;
6542 $dbh->rollback if $oldAutoCommit;
6546 my $unapplied = $self->total_unapplied_credits
6547 + $self->total_unapplied_payments
6548 + $self->in_transit_payments;
6549 foreach my $cust_bill ($self->open_cust_bill) {
6550 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6551 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6552 'invnum' => $cust_bill->invnum,
6553 'paybatchnum' => $cust_pay_batch->paybatchnum,
6554 'amount' => $cust_bill->owed,
6557 if ($unapplied >= $cust_bill_pay_batch->amount){
6558 $unapplied -= $cust_bill_pay_batch->amount;
6561 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6562 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6564 $error = $cust_bill_pay_batch->insert;
6566 $dbh->rollback if $oldAutoCommit;
6571 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6575 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6577 Applies unapplied payments and credits.
6579 In most cases, this new method should be used in place of sequential
6580 apply_payments and apply_credits methods.
6582 A hash of optional arguments may be passed. Currently "manual" is supported.
6583 If true, a payment receipt is sent instead of a statement when
6584 'payment_receipt_email' configuration option is set.
6586 If there is an error, returns the error, otherwise returns false.
6590 sub apply_payments_and_credits {
6591 my( $self, %options ) = @_;
6593 local $SIG{HUP} = 'IGNORE';
6594 local $SIG{INT} = 'IGNORE';
6595 local $SIG{QUIT} = 'IGNORE';
6596 local $SIG{TERM} = 'IGNORE';
6597 local $SIG{TSTP} = 'IGNORE';
6598 local $SIG{PIPE} = 'IGNORE';
6600 my $oldAutoCommit = $FS::UID::AutoCommit;
6601 local $FS::UID::AutoCommit = 0;
6604 $self->select_for_update; #mutex
6606 foreach my $cust_bill ( $self->open_cust_bill ) {
6607 my $error = $cust_bill->apply_payments_and_credits(%options);
6609 $dbh->rollback if $oldAutoCommit;
6610 return "Error applying: $error";
6614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6619 =item apply_credits OPTION => VALUE ...
6621 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6622 to outstanding invoice balances in chronological order (or reverse
6623 chronological order if the I<order> option is set to B<newest>) and returns the
6624 value of any remaining unapplied credits available for refund (see
6625 L<FS::cust_refund>).
6627 Dies if there is an error.
6635 local $SIG{HUP} = 'IGNORE';
6636 local $SIG{INT} = 'IGNORE';
6637 local $SIG{QUIT} = 'IGNORE';
6638 local $SIG{TERM} = 'IGNORE';
6639 local $SIG{TSTP} = 'IGNORE';
6640 local $SIG{PIPE} = 'IGNORE';
6642 my $oldAutoCommit = $FS::UID::AutoCommit;
6643 local $FS::UID::AutoCommit = 0;
6646 $self->select_for_update; #mutex
6648 unless ( $self->total_unapplied_credits ) {
6649 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6653 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6654 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6656 my @invoices = $self->open_cust_bill;
6657 @invoices = sort { $b->_date <=> $a->_date } @invoices
6658 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6660 if ( $conf->exists('pkg-balances') ) {
6661 # limit @credits to those w/ a pkgnum grepped from $self
6663 foreach my $i (@invoices) {
6664 foreach my $li ( $i->cust_bill_pkg ) {
6665 $pkgnums{$li->pkgnum} = 1;
6668 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6673 foreach my $cust_bill ( @invoices ) {
6675 if ( !defined($credit) || $credit->credited == 0) {
6676 $credit = pop @credits or last;
6680 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6681 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6683 $owed = $cust_bill->owed;
6685 unless ( $owed > 0 ) {
6686 push @credits, $credit;
6690 my $amount = min( $credit->credited, $owed );
6692 my $cust_credit_bill = new FS::cust_credit_bill ( {
6693 'crednum' => $credit->crednum,
6694 'invnum' => $cust_bill->invnum,
6695 'amount' => $amount,
6697 $cust_credit_bill->pkgnum( $credit->pkgnum )
6698 if $conf->exists('pkg-balances') && $credit->pkgnum;
6699 my $error = $cust_credit_bill->insert;
6701 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6705 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6709 my $total_unapplied_credits = $self->total_unapplied_credits;
6711 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6713 return $total_unapplied_credits;
6716 =item apply_payments [ OPTION => VALUE ... ]
6718 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6719 to outstanding invoice balances in chronological order.
6721 #and returns the value of any remaining unapplied payments.
6723 A hash of optional arguments may be passed. Currently "manual" is supported.
6724 If true, a payment receipt is sent instead of a statement when
6725 'payment_receipt_email' configuration option is set.
6727 Dies if there is an error.
6731 sub apply_payments {
6732 my( $self, %options ) = @_;
6734 local $SIG{HUP} = 'IGNORE';
6735 local $SIG{INT} = 'IGNORE';
6736 local $SIG{QUIT} = 'IGNORE';
6737 local $SIG{TERM} = 'IGNORE';
6738 local $SIG{TSTP} = 'IGNORE';
6739 local $SIG{PIPE} = 'IGNORE';
6741 my $oldAutoCommit = $FS::UID::AutoCommit;
6742 local $FS::UID::AutoCommit = 0;
6745 $self->select_for_update; #mutex
6749 my @payments = sort { $b->_date <=> $a->_date }
6750 grep { $_->unapplied > 0 }
6753 my @invoices = sort { $a->_date <=> $b->_date}
6754 grep { $_->owed > 0 }
6757 if ( $conf->exists('pkg-balances') ) {
6758 # limit @payments to those w/ a pkgnum grepped from $self
6760 foreach my $i (@invoices) {
6761 foreach my $li ( $i->cust_bill_pkg ) {
6762 $pkgnums{$li->pkgnum} = 1;
6765 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6770 foreach my $cust_bill ( @invoices ) {
6772 if ( !defined($payment) || $payment->unapplied == 0 ) {
6773 $payment = pop @payments or last;
6777 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6778 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6780 $owed = $cust_bill->owed;
6782 unless ( $owed > 0 ) {
6783 push @payments, $payment;
6787 my $amount = min( $payment->unapplied, $owed );
6789 my $cust_bill_pay = new FS::cust_bill_pay ( {
6790 'paynum' => $payment->paynum,
6791 'invnum' => $cust_bill->invnum,
6792 'amount' => $amount,
6794 $cust_bill_pay->pkgnum( $payment->pkgnum )
6795 if $conf->exists('pkg-balances') && $payment->pkgnum;
6796 my $error = $cust_bill_pay->insert(%options);
6798 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6802 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6806 my $total_unapplied_payments = $self->total_unapplied_payments;
6808 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6810 return $total_unapplied_payments;
6815 Returns the total owed for this customer on all invoices
6816 (see L<FS::cust_bill/owed>).
6822 $self->total_owed_date(2145859200); #12/31/2037
6825 =item total_owed_date TIME
6827 Returns the total owed for this customer on all invoices with date earlier than
6828 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6829 see L<Time::Local> and L<Date::Parse> for conversion functions.
6833 sub total_owed_date {
6837 # my $custnum = $self->custnum;
6839 # my $owed_sql = FS::cust_bill->owed_sql;
6842 # SELECT SUM($owed_sql) FROM cust_bill
6843 # WHERE custnum = $custnum
6844 # AND _date <= $time
6847 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6848 # $sth->execute() or die $sth->errstr;
6850 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6853 foreach my $cust_bill (
6854 grep { $_->_date <= $time }
6855 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6857 $total_bill += $cust_bill->owed;
6859 sprintf( "%.2f", $total_bill );
6863 =item total_owed_pkgnum PKGNUM
6865 Returns the total owed on all invoices for this customer's specific package
6866 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6870 sub total_owed_pkgnum {
6871 my( $self, $pkgnum ) = @_;
6872 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6875 =item total_owed_date_pkgnum TIME PKGNUM
6877 Returns the total owed for this customer's specific package when using
6878 experimental package balances on all invoices with date earlier than
6879 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6880 see L<Time::Local> and L<Date::Parse> for conversion functions.
6884 sub total_owed_date_pkgnum {
6885 my( $self, $time, $pkgnum ) = @_;
6888 foreach my $cust_bill (
6889 grep { $_->_date <= $time }
6890 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6892 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6894 sprintf( "%.2f", $total_bill );
6900 Returns the total amount of all payments.
6907 $total += $_->paid foreach $self->cust_pay;
6908 sprintf( "%.2f", $total );
6911 =item total_unapplied_credits
6913 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6914 customer. See L<FS::cust_credit/credited>.
6916 =item total_credited
6918 Old name for total_unapplied_credits. Don't use.
6922 sub total_credited {
6923 #carp "total_credited deprecated, use total_unapplied_credits";
6924 shift->total_unapplied_credits(@_);
6927 sub total_unapplied_credits {
6929 my $total_credit = 0;
6930 $total_credit += $_->credited foreach $self->cust_credit;
6931 sprintf( "%.2f", $total_credit );
6934 =item total_unapplied_credits_pkgnum PKGNUM
6936 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6937 customer. See L<FS::cust_credit/credited>.
6941 sub total_unapplied_credits_pkgnum {
6942 my( $self, $pkgnum ) = @_;
6943 my $total_credit = 0;
6944 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6945 sprintf( "%.2f", $total_credit );
6949 =item total_unapplied_payments
6951 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6952 See L<FS::cust_pay/unapplied>.
6956 sub total_unapplied_payments {
6958 my $total_unapplied = 0;
6959 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6960 sprintf( "%.2f", $total_unapplied );
6963 =item total_unapplied_payments_pkgnum PKGNUM
6965 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6966 specific package when using experimental package balances. See
6967 L<FS::cust_pay/unapplied>.
6971 sub total_unapplied_payments_pkgnum {
6972 my( $self, $pkgnum ) = @_;
6973 my $total_unapplied = 0;
6974 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6975 sprintf( "%.2f", $total_unapplied );
6979 =item total_unapplied_refunds
6981 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6982 customer. See L<FS::cust_refund/unapplied>.
6986 sub total_unapplied_refunds {
6988 my $total_unapplied = 0;
6989 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6990 sprintf( "%.2f", $total_unapplied );
6995 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6996 total_unapplied_credits minus total_unapplied_payments).
7004 + $self->total_unapplied_refunds
7005 - $self->total_unapplied_credits
7006 - $self->total_unapplied_payments
7010 =item balance_date TIME
7012 Returns the balance for this customer, only considering invoices with date
7013 earlier than TIME (total_owed_date minus total_credited minus
7014 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
7015 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
7024 $self->total_owed_date($time)
7025 + $self->total_unapplied_refunds
7026 - $self->total_unapplied_credits
7027 - $self->total_unapplied_payments
7031 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7033 Returns the balance for this customer, only considering invoices with date
7034 earlier than START_TIME, and optionally not later than END_TIME
7035 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
7037 Times are specified as SQL fragments or numeric
7038 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7039 L<Date::Parse> for conversion functions. The empty string can be passed
7040 to disable that time constraint completely.
7042 Available options are:
7046 =item unapplied_date
7048 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)
7054 sub balance_date_range {
7056 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
7057 ') FROM cust_main WHERE custnum='. $self->custnum;
7058 sprintf( '%.2f', $self->scalar_sql($sql) );
7061 =item balance_pkgnum PKGNUM
7063 Returns the balance for this customer's specific package when using
7064 experimental package balances (total_owed plus total_unrefunded, minus
7065 total_unapplied_credits minus total_unapplied_payments)
7069 sub balance_pkgnum {
7070 my( $self, $pkgnum ) = @_;
7073 $self->total_owed_pkgnum($pkgnum)
7074 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
7075 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
7076 - $self->total_unapplied_credits_pkgnum($pkgnum)
7077 - $self->total_unapplied_payments_pkgnum($pkgnum)
7081 =item in_transit_payments
7083 Returns the total of requests for payments for this customer pending in
7084 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
7088 sub in_transit_payments {
7090 my $in_transit_payments = 0;
7091 foreach my $pay_batch ( qsearch('pay_batch', {
7094 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
7095 'batchnum' => $pay_batch->batchnum,
7096 'custnum' => $self->custnum,
7098 $in_transit_payments += $cust_pay_batch->amount;
7101 sprintf( "%.2f", $in_transit_payments );
7106 Returns a hash of useful information for making a payment.
7116 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
7117 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
7118 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
7122 For credit card transactions:
7134 For electronic check transactions:
7149 $return{balance} = $self->balance;
7151 $return{payname} = $self->payname
7152 || ( $self->first. ' '. $self->get('last') );
7154 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7156 $return{payby} = $self->payby;
7157 $return{stateid_state} = $self->stateid_state;
7159 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7160 $return{card_type} = cardtype($self->payinfo);
7161 $return{payinfo} = $self->paymask;
7163 @return{'month', 'year'} = $self->paydate_monthyear;
7167 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7168 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7169 $return{payinfo1} = $payinfo1;
7170 $return{payinfo2} = $payinfo2;
7171 $return{paytype} = $self->paytype;
7172 $return{paystate} = $self->paystate;
7176 #doubleclick protection
7178 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7184 =item paydate_monthyear
7186 Returns a two-element list consisting of the month and year of this customer's
7187 paydate (credit card expiration date for CARD customers)
7191 sub paydate_monthyear {
7193 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7195 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7202 =item tax_exemption TAXNAME
7207 my( $self, $taxname ) = @_;
7209 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7210 'taxname' => $taxname,
7215 =item cust_main_exemption
7219 sub cust_main_exemption {
7221 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7224 =item invoicing_list [ ARRAYREF ]
7226 If an arguement is given, sets these email addresses as invoice recipients
7227 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7228 (except as warnings), so use check_invoicing_list first.
7230 Returns a list of email addresses (with svcnum entries expanded).
7232 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7233 check it without disturbing anything by passing nothing.
7235 This interface may change in the future.
7239 sub invoicing_list {
7240 my( $self, $arrayref ) = @_;
7243 my @cust_main_invoice;
7244 if ( $self->custnum ) {
7245 @cust_main_invoice =
7246 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7248 @cust_main_invoice = ();
7250 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7251 #warn $cust_main_invoice->destnum;
7252 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7253 #warn $cust_main_invoice->destnum;
7254 my $error = $cust_main_invoice->delete;
7255 warn $error if $error;
7258 if ( $self->custnum ) {
7259 @cust_main_invoice =
7260 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7262 @cust_main_invoice = ();
7264 my %seen = map { $_->address => 1 } @cust_main_invoice;
7265 foreach my $address ( @{$arrayref} ) {
7266 next if exists $seen{$address} && $seen{$address};
7267 $seen{$address} = 1;
7268 my $cust_main_invoice = new FS::cust_main_invoice ( {
7269 'custnum' => $self->custnum,
7272 my $error = $cust_main_invoice->insert;
7273 warn $error if $error;
7277 if ( $self->custnum ) {
7279 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7286 =item check_invoicing_list ARRAYREF
7288 Checks these arguements as valid input for the invoicing_list method. If there
7289 is an error, returns the error, otherwise returns false.
7293 sub check_invoicing_list {
7294 my( $self, $arrayref ) = @_;
7296 foreach my $address ( @$arrayref ) {
7298 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7299 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7302 my $cust_main_invoice = new FS::cust_main_invoice ( {
7303 'custnum' => $self->custnum,
7306 my $error = $self->custnum
7307 ? $cust_main_invoice->check
7308 : $cust_main_invoice->checkdest
7310 return $error if $error;
7314 return "Email address required"
7315 if $conf->exists('cust_main-require_invoicing_list_email')
7316 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7321 =item set_default_invoicing_list
7323 Sets the invoicing list to all accounts associated with this customer,
7324 overwriting any previous invoicing list.
7328 sub set_default_invoicing_list {
7330 $self->invoicing_list($self->all_emails);
7335 Returns the email addresses of all accounts provisioned for this customer.
7342 foreach my $cust_pkg ( $self->all_pkgs ) {
7343 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7345 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7346 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7348 $list{$_}=1 foreach map { $_->email } @svc_acct;
7353 =item invoicing_list_addpost
7355 Adds postal invoicing to this customer. If this customer is already configured
7356 to receive postal invoices, does nothing.
7360 sub invoicing_list_addpost {
7362 return if grep { $_ eq 'POST' } $self->invoicing_list;
7363 my @invoicing_list = $self->invoicing_list;
7364 push @invoicing_list, 'POST';
7365 $self->invoicing_list(\@invoicing_list);
7368 =item invoicing_list_emailonly
7370 Returns the list of email invoice recipients (invoicing_list without non-email
7371 destinations such as POST and FAX).
7375 sub invoicing_list_emailonly {
7377 warn "$me invoicing_list_emailonly called"
7379 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7382 =item invoicing_list_emailonly_scalar
7384 Returns the list of email invoice recipients (invoicing_list without non-email
7385 destinations such as POST and FAX) as a comma-separated scalar.
7389 sub invoicing_list_emailonly_scalar {
7391 warn "$me invoicing_list_emailonly_scalar called"
7393 join(', ', $self->invoicing_list_emailonly);
7396 =item referral_custnum_cust_main
7398 Returns the customer who referred this customer (or the empty string, if
7399 this customer was not referred).
7401 Note the difference with referral_cust_main method: This method,
7402 referral_custnum_cust_main returns the single customer (if any) who referred
7403 this customer, while referral_cust_main returns an array of customers referred
7408 sub referral_custnum_cust_main {
7410 return '' unless $self->referral_custnum;
7411 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7414 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7416 Returns an array of customers referred by this customer (referral_custnum set
7417 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7418 customers referred by customers referred by this customer and so on, inclusive.
7419 The default behavior is DEPTH 1 (no recursion).
7421 Note the difference with referral_custnum_cust_main method: This method,
7422 referral_cust_main, returns an array of customers referred BY this customer,
7423 while referral_custnum_cust_main returns the single customer (if any) who
7424 referred this customer.
7428 sub referral_cust_main {
7430 my $depth = @_ ? shift : 1;
7431 my $exclude = @_ ? shift : {};
7434 map { $exclude->{$_->custnum}++; $_; }
7435 grep { ! $exclude->{ $_->custnum } }
7436 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7440 map { $_->referral_cust_main($depth-1, $exclude) }
7447 =item referral_cust_main_ncancelled
7449 Same as referral_cust_main, except only returns customers with uncancelled
7454 sub referral_cust_main_ncancelled {
7456 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7459 =item referral_cust_pkg [ DEPTH ]
7461 Like referral_cust_main, except returns a flat list of all unsuspended (and
7462 uncancelled) packages for each customer. The number of items in this list may
7463 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7467 sub referral_cust_pkg {
7469 my $depth = @_ ? shift : 1;
7471 map { $_->unsuspended_pkgs }
7472 grep { $_->unsuspended_pkgs }
7473 $self->referral_cust_main($depth);
7476 =item referring_cust_main
7478 Returns the single cust_main record for the customer who referred this customer
7479 (referral_custnum), or false.
7483 sub referring_cust_main {
7485 return '' unless $self->referral_custnum;
7486 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7489 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7491 Applies a credit to this customer. If there is an error, returns the error,
7492 otherwise returns false.
7494 REASON can be a text string, an FS::reason object, or a scalar reference to
7495 a reasonnum. If a text string, it will be automatically inserted as a new
7496 reason, and a 'reason_type' option must be passed to indicate the
7497 FS::reason_type for the new reason.
7499 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7501 Any other options are passed to FS::cust_credit::insert.
7506 my( $self, $amount, $reason, %options ) = @_;
7508 my $cust_credit = new FS::cust_credit {
7509 'custnum' => $self->custnum,
7510 'amount' => $amount,
7513 if ( ref($reason) ) {
7515 if ( ref($reason) eq 'SCALAR' ) {
7516 $cust_credit->reasonnum( $$reason );
7518 $cust_credit->reasonnum( $reason->reasonnum );
7522 $cust_credit->set('reason', $reason)
7525 for (qw( addlinfo eventnum )) {
7526 $cust_credit->$_( delete $options{$_} )
7527 if exists($options{$_});
7530 $cust_credit->insert(%options);
7534 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7537 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7538 time will be ignored. Note that START_TIME and END_TIME only limit the date
7539 range for invoices and I<unapplied> payments, credits, and refunds.
7542 Creates a one-time charge for this customer. If there is an error, returns
7543 the error, otherwise returns false.
7545 New-style, with a hashref of options:
7547 my $error = $cust_main->charge(
7551 'start_date' => str2time('7/4/2009'),
7552 'pkg' => 'Description',
7553 'comment' => 'Comment',
7554 'additional' => [], #extra invoice detail
7555 'classnum' => 1, #pkg_class
7557 'setuptax' => '', # or 'Y' for tax exempt
7560 'taxclass' => 'Tax class',
7563 'taxproduct' => 2, #part_pkg_taxproduct
7564 'override' => {}, #XXX describe
7566 #will be filled in with the new object
7567 'cust_pkg_ref' => \$cust_pkg,
7569 #generate an invoice immediately
7571 'invoice_terms' => '', #with these terms
7577 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7583 my ( $amount, $quantity, $start_date, $classnum );
7584 my ( $pkg, $comment, $additional );
7585 my ( $setuptax, $taxclass ); #internal taxes
7586 my ( $taxproduct, $override ); #vendor (CCH) taxes
7587 my $cust_pkg_ref = '';
7588 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7589 if ( ref( $_[0] ) ) {
7590 $amount = $_[0]->{amount};
7591 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7592 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7593 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7594 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7595 : '$'. sprintf("%.2f",$amount);
7596 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7597 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7598 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7599 $additional = $_[0]->{additional} || [];
7600 $taxproduct = $_[0]->{taxproductnum};
7601 $override = { '' => $_[0]->{tax_override} };
7602 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7603 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7604 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7609 $pkg = @_ ? shift : 'One-time charge';
7610 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7612 $taxclass = @_ ? shift : '';
7616 local $SIG{HUP} = 'IGNORE';
7617 local $SIG{INT} = 'IGNORE';
7618 local $SIG{QUIT} = 'IGNORE';
7619 local $SIG{TERM} = 'IGNORE';
7620 local $SIG{TSTP} = 'IGNORE';
7621 local $SIG{PIPE} = 'IGNORE';
7623 my $oldAutoCommit = $FS::UID::AutoCommit;
7624 local $FS::UID::AutoCommit = 0;
7627 my $part_pkg = new FS::part_pkg ( {
7629 'comment' => $comment,
7633 'classnum' => $classnum ? $classnum : '',
7634 'setuptax' => $setuptax,
7635 'taxclass' => $taxclass,
7636 'taxproductnum' => $taxproduct,
7639 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7640 ( 0 .. @$additional - 1 )
7642 'additional_count' => scalar(@$additional),
7643 'setup_fee' => $amount,
7646 my $error = $part_pkg->insert( options => \%options,
7647 tax_overrides => $override,
7650 $dbh->rollback if $oldAutoCommit;
7654 my $pkgpart = $part_pkg->pkgpart;
7655 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7656 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7657 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7658 $error = $type_pkgs->insert;
7660 $dbh->rollback if $oldAutoCommit;
7665 my $cust_pkg = new FS::cust_pkg ( {
7666 'custnum' => $self->custnum,
7667 'pkgpart' => $pkgpart,
7668 'quantity' => $quantity,
7669 'start_date' => $start_date,
7672 $error = $cust_pkg->insert;
7674 $dbh->rollback if $oldAutoCommit;
7676 } elsif ( $cust_pkg_ref ) {
7677 ${$cust_pkg_ref} = $cust_pkg;
7681 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7682 'pkg_list' => [ $cust_pkg ],
7685 $dbh->rollback if $oldAutoCommit;
7690 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7695 #=item charge_postal_fee
7697 #Applies a one time charge this customer. If there is an error,
7698 #returns the error, returns the cust_pkg charge object or false
7699 #if there was no charge.
7703 # This should be a customer event. For that to work requires that bill
7704 # also be a customer event.
7706 sub charge_postal_fee {
7709 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7710 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7712 my $cust_pkg = new FS::cust_pkg ( {
7713 'custnum' => $self->custnum,
7714 'pkgpart' => $pkgpart,
7718 my $error = $cust_pkg->insert;
7719 $error ? $error : $cust_pkg;
7724 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7730 map { $_ } #return $self->num_cust_bill unless wantarray;
7731 sort { $a->_date <=> $b->_date }
7732 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7735 =item open_cust_bill
7737 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7742 sub open_cust_bill {
7746 'table' => 'cust_bill',
7747 'hashref' => { 'custnum' => $self->custnum, },
7748 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7749 'order_by' => 'ORDER BY _date ASC',
7754 =item cust_statements
7756 Returns all the statements (see L<FS::cust_statement>) for this customer.
7760 sub cust_statement {
7762 map { $_ } #return $self->num_cust_statement unless wantarray;
7763 sort { $a->_date <=> $b->_date }
7764 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7769 Returns all the credits (see L<FS::cust_credit>) for this customer.
7775 map { $_ } #return $self->num_cust_credit unless wantarray;
7776 sort { $a->_date <=> $b->_date }
7777 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7780 =item cust_credit_pkgnum
7782 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7783 package when using experimental package balances.
7787 sub cust_credit_pkgnum {
7788 my( $self, $pkgnum ) = @_;
7789 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7790 sort { $a->_date <=> $b->_date }
7791 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7792 'pkgnum' => $pkgnum,
7799 Returns all the payments (see L<FS::cust_pay>) for this customer.
7805 return $self->num_cust_pay unless wantarray;
7806 sort { $a->_date <=> $b->_date }
7807 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7812 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7813 called automatically when the cust_pay method is used in a scalar context.
7819 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7820 my $sth = dbh->prepare($sql) or die dbh->errstr;
7821 $sth->execute($self->custnum) or die $sth->errstr;
7822 $sth->fetchrow_arrayref->[0];
7825 =item cust_pay_pkgnum
7827 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7828 package when using experimental package balances.
7832 sub cust_pay_pkgnum {
7833 my( $self, $pkgnum ) = @_;
7834 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7835 sort { $a->_date <=> $b->_date }
7836 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7837 'pkgnum' => $pkgnum,
7844 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7850 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7851 sort { $a->_date <=> $b->_date }
7852 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7855 =item cust_pay_batch
7857 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7861 sub cust_pay_batch {
7863 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7864 sort { $a->paybatchnum <=> $b->paybatchnum }
7865 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7868 =item cust_pay_pending
7870 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7871 (without status "done").
7875 sub cust_pay_pending {
7877 return $self->num_cust_pay_pending unless wantarray;
7878 sort { $a->_date <=> $b->_date }
7879 qsearch( 'cust_pay_pending', {
7880 'custnum' => $self->custnum,
7881 'status' => { op=>'!=', value=>'done' },
7886 =item num_cust_pay_pending
7888 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7889 customer (without status "done"). Also called automatically when the
7890 cust_pay_pending method is used in a scalar context.
7894 sub num_cust_pay_pending {
7896 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7897 " WHERE custnum = ? AND status != 'done' ";
7898 my $sth = dbh->prepare($sql) or die dbh->errstr;
7899 $sth->execute($self->custnum) or die $sth->errstr;
7900 $sth->fetchrow_arrayref->[0];
7905 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7911 map { $_ } #return $self->num_cust_refund unless wantarray;
7912 sort { $a->_date <=> $b->_date }
7913 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7916 =item display_custnum
7918 Returns the displayed customer number for this customer: agent_custid if
7919 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7923 sub display_custnum {
7925 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7926 return $self->agent_custid;
7928 return $self->custnum;
7934 Returns a name string for this customer, either "Company (Last, First)" or
7941 my $name = $self->contact;
7942 $name = $self->company. " ($name)" if $self->company;
7948 Returns a name string for this (service/shipping) contact, either
7949 "Company (Last, First)" or "Last, First".
7955 if ( $self->get('ship_last') ) {
7956 my $name = $self->ship_contact;
7957 $name = $self->ship_company. " ($name)" if $self->ship_company;
7966 Returns a name string for this customer, either "Company" or "First Last".
7972 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7975 =item ship_name_short
7977 Returns a name string for this (service/shipping) contact, either "Company"
7982 sub ship_name_short {
7984 if ( $self->get('ship_last') ) {
7985 $self->ship_company !~ /^\s*$/
7986 ? $self->ship_company
7987 : $self->ship_contact_firstlast;
7989 $self->name_company_or_firstlast;
7995 Returns this customer's full (billing) contact name only, "Last, First"
8001 $self->get('last'). ', '. $self->first;
8006 Returns this customer's full (shipping) contact name only, "Last, First"
8012 $self->get('ship_last')
8013 ? $self->get('ship_last'). ', '. $self->ship_first
8017 =item contact_firstlast
8019 Returns this customers full (billing) contact name only, "First Last".
8023 sub contact_firstlast {
8025 $self->first. ' '. $self->get('last');
8028 =item ship_contact_firstlast
8030 Returns this customer's full (shipping) contact name only, "First Last".
8034 sub ship_contact_firstlast {
8036 $self->get('ship_last')
8037 ? $self->first. ' '. $self->get('ship_last')
8038 : $self->contact_firstlast;
8043 Returns this customer's full country name
8049 code2country($self->country);
8052 =item geocode DATA_VENDOR
8054 Returns a value for the customer location as encoded by DATA_VENDOR.
8055 Currently this only makes sense for "CCH" as DATA_VENDOR.
8060 my ($self, $data_vendor) = (shift, shift); #always cch for now
8062 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
8063 return $geocode if $geocode;
8065 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
8069 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
8070 if $self->country eq 'US';
8074 #CCH specific location stuff
8075 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
8077 my @cust_tax_location =
8079 'table' => 'cust_tax_location',
8080 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
8081 'extra_sql' => $extra_sql,
8082 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
8085 $geocode = $cust_tax_location[0]->geocode
8086 if scalar(@cust_tax_location);
8095 Returns a status string for this customer, currently:
8099 =item prospect - No packages have ever been ordered
8101 =item active - One or more recurring packages is active
8103 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
8105 =item suspended - All non-cancelled recurring packages are suspended
8107 =item cancelled - All recurring packages are cancelled
8113 sub status { shift->cust_status(@_); }
8117 for my $status (qw( prospect active inactive suspended cancelled )) {
8118 my $method = $status.'_sql';
8119 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
8120 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
8121 $sth->execute( ($self->custnum) x $numnum )
8122 or die "Error executing 'SELECT $sql': ". $sth->errstr;
8123 return $status if $sth->fetchrow_arrayref->[0];
8127 =item ucfirst_cust_status
8129 =item ucfirst_status
8131 Returns the status with the first character capitalized.
8135 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
8137 sub ucfirst_cust_status {
8139 ucfirst($self->cust_status);
8144 Returns a hex triplet color string for this customer's status.
8148 use vars qw(%statuscolor);
8149 tie %statuscolor, 'Tie::IxHash',
8150 'prospect' => '7e0079', #'000000', #black? naw, purple
8151 'active' => '00CC00', #green
8152 'inactive' => '0000CC', #blue
8153 'suspended' => 'FF9900', #yellow
8154 'cancelled' => 'FF0000', #red
8157 sub statuscolor { shift->cust_statuscolor(@_); }
8159 sub cust_statuscolor {
8161 $statuscolor{$self->cust_status};
8166 Returns an array of hashes representing the customer's RT tickets.
8173 my $num = $conf->config('cust_main-max_tickets') || 10;
8176 if ( $conf->config('ticket_system') ) {
8177 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8179 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8183 foreach my $priority (
8184 $conf->config('ticket_system-custom_priority_field-values'), ''
8186 last if scalar(@tickets) >= $num;
8188 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8189 $num - scalar(@tickets),
8199 # Return services representing svc_accts in customer support packages
8200 sub support_services {
8202 my %packages = map { $_ => 1 } $conf->config('support_packages');
8204 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8205 grep { $_->part_svc->svcdb eq 'svc_acct' }
8206 map { $_->cust_svc }
8207 grep { exists $packages{ $_->pkgpart } }
8208 $self->ncancelled_pkgs;
8212 # Return a list of latitude/longitude for one of the services (if any)
8213 sub service_coordinates {
8217 grep { $_->latitude && $_->longitude }
8219 map { $_->cust_svc }
8220 $self->ncancelled_pkgs;
8222 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8227 =head1 CLASS METHODS
8233 Class method that returns the list of possible status strings for customers
8234 (see L<the status method|/status>). For example:
8236 @statuses = FS::cust_main->statuses();
8241 #my $self = shift; #could be class...
8247 Returns an SQL expression identifying prospective cust_main records (customers
8248 with no packages ever ordered)
8252 use vars qw($select_count_pkgs);
8253 $select_count_pkgs =
8254 "SELECT COUNT(*) FROM cust_pkg
8255 WHERE cust_pkg.custnum = cust_main.custnum";
8257 sub select_count_pkgs_sql {
8261 sub prospect_sql { "
8262 0 = ( $select_count_pkgs )
8267 Returns an SQL expression identifying active cust_main records (customers with
8268 active recurring packages).
8273 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8279 Returns an SQL expression identifying inactive cust_main records (customers with
8280 no active recurring packages, but otherwise unsuspended/uncancelled).
8284 sub inactive_sql { "
8285 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8287 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8293 Returns an SQL expression identifying suspended cust_main records.
8298 sub suspended_sql { susp_sql(@_); }
8300 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8302 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8308 Returns an SQL expression identifying cancelled cust_main records.
8312 sub cancelled_sql { cancel_sql(@_); }
8315 my $recurring_sql = FS::cust_pkg->recurring_sql;
8316 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8319 0 < ( $select_count_pkgs )
8320 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8321 AND 0 = ( $select_count_pkgs AND $recurring_sql
8322 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8324 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8330 =item uncancelled_sql
8332 Returns an SQL expression identifying un-cancelled cust_main records.
8336 sub uncancelled_sql { uncancel_sql(@_); }
8337 sub uncancel_sql { "
8339 ( 0 < ( $select_count_pkgs
8340 AND ( cust_pkg.cancel IS NULL
8341 OR cust_pkg.cancel = 0
8344 OR 0 = ( $select_count_pkgs )
8350 Returns an SQL fragment to retreive the balance.
8355 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8356 WHERE cust_bill.custnum = cust_main.custnum )
8357 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8358 WHERE cust_pay.custnum = cust_main.custnum )
8359 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8360 WHERE cust_credit.custnum = cust_main.custnum )
8361 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8362 WHERE cust_refund.custnum = cust_main.custnum )
8365 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8367 Returns an SQL fragment to retreive the balance for this customer, only
8368 considering invoices with date earlier than START_TIME, and optionally not
8369 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8370 total_unapplied_payments).
8372 Times are specified as SQL fragments or numeric
8373 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8374 L<Date::Parse> for conversion functions. The empty string can be passed
8375 to disable that time constraint completely.
8377 Available options are:
8381 =item unapplied_date
8383 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)
8388 set to true to remove all customer comparison clauses, for totals
8393 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8398 JOIN clause (typically used with the total option)
8404 sub balance_date_sql {
8405 my( $class, $start, $end, %opt ) = @_;
8407 my $cutoff = $opt{'cutoff'};
8409 my $owed = FS::cust_bill->owed_sql($cutoff);
8410 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
8411 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
8412 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8414 my $j = $opt{'join'} || '';
8416 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8417 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8418 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8419 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8421 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8422 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8423 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8424 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8429 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8431 Returns an SQL fragment to retreive the total unapplied payments for this
8432 customer, only considering invoices with date earlier than START_TIME, and
8433 optionally not later than END_TIME.
8435 Times are specified as SQL fragments or numeric
8436 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8437 L<Date::Parse> for conversion functions. The empty string can be passed
8438 to disable that time constraint completely.
8440 Available options are:
8444 sub unapplied_payments_date_sql {
8445 my( $class, $start, $end, %opt ) = @_;
8447 my $cutoff = $opt{'cutoff'};
8449 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8451 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8452 'unapplied_date'=>1 );
8454 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8457 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8459 Helper method for balance_date_sql; name (and usage) subject to change
8460 (suggestions welcome).
8462 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8463 cust_refund, cust_credit or cust_pay).
8465 If TABLE is "cust_bill" or the unapplied_date option is true, only
8466 considers records with date earlier than START_TIME, and optionally not
8467 later than END_TIME .
8471 sub _money_table_where {
8472 my( $class, $table, $start, $end, %opt ) = @_;
8475 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8476 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8477 push @where, "$table._date <= $start" if defined($start) && length($start);
8478 push @where, "$table._date > $end" if defined($end) && length($end);
8480 push @where, @{$opt{'where'}} if $opt{'where'};
8481 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8487 =item search HASHREF
8491 Returns a qsearch hash expression to search for parameters specified in
8492 HASHREF. Valid parameters are
8500 =item cancelled_pkgs
8506 listref of start date, end date
8516 =item current_balance
8518 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8522 =item flattened_pkgs
8531 my ($class, $params) = @_;
8542 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8544 "cust_main.agentnum = $1";
8551 #prospect active inactive suspended cancelled
8552 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8553 my $method = $params->{'status'}. '_sql';
8554 #push @where, $class->$method();
8555 push @where, FS::cust_main->$method();
8559 # parse cancelled package checkbox
8564 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8565 unless $params->{'cancelled_pkgs'};
8568 # parse without census tract checkbox
8571 push @where, "(censustract = '' or censustract is null)"
8572 if $params->{'no_censustract'};
8578 foreach my $field (qw( signupdate )) {
8580 next unless exists($params->{$field});
8582 my($beginning, $ending) = @{$params->{$field}};
8585 "cust_main.$field IS NOT NULL",
8586 "cust_main.$field >= $beginning",
8587 "cust_main.$field <= $ending";
8589 $orderby ||= "ORDER BY cust_main.$field";
8597 if ( $params->{'payby'} ) {
8599 my @payby = ref( $params->{'payby'} )
8600 ? @{ $params->{'payby'} }
8601 : ( $params->{'payby'} );
8603 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8605 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8610 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8612 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8616 # paydate_year / paydate_month
8619 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8621 $params->{'paydate_month'} =~ /^(\d\d?)$/
8622 or die "paydate_year without paydate_month?";
8626 'paydate IS NOT NULL',
8628 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8636 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8638 if ( $1 eq 'NULL' ) {
8640 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8643 "cust_main.invoice_terms IS NOT NULL",
8644 "cust_main.invoice_terms = '$1'";
8652 if ( $params->{'current_balance'} ) {
8654 #my $balance_sql = $class->balance_sql();
8655 my $balance_sql = FS::cust_main->balance_sql();
8657 my @current_balance =
8658 ref( $params->{'current_balance'} )
8659 ? @{ $params->{'current_balance'} }
8660 : ( $params->{'current_balance'} );
8662 push @where, map { s/current_balance/$balance_sql/; $_ }
8671 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8673 "cust_main.custbatch = '$1'";
8677 # setup queries, subs, etc. for the search
8680 $orderby ||= 'ORDER BY custnum';
8682 # here is the agent virtualization
8683 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8685 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8687 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8689 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8691 my $select = join(', ',
8692 'cust_main.custnum',
8693 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8696 my(@extra_headers) = ();
8697 my(@extra_fields) = ();
8699 if ($params->{'flattened_pkgs'}) {
8701 if ($dbh->{Driver}->{Name} eq 'Pg') {
8703 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8705 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8706 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8707 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8709 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8710 "omitting packing information from report.";
8713 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";
8715 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8716 $sth->execute() or die $sth->errstr;
8717 my $headerrow = $sth->fetchrow_arrayref;
8718 my $headercount = $headerrow ? $headerrow->[0] : 0;
8719 while($headercount) {
8720 unshift @extra_headers, "Package ". $headercount;
8721 unshift @extra_fields, eval q!sub {my $c = shift;
8722 my @a = split '\|', $c->magic;
8723 my $p = $a[!.--$headercount. q!];
8731 'table' => 'cust_main',
8732 'select' => $select,
8734 'extra_sql' => $extra_sql,
8735 'order_by' => $orderby,
8736 'count_query' => $count_query,
8737 'extra_headers' => \@extra_headers,
8738 'extra_fields' => \@extra_fields,
8743 =item email_search_result HASHREF
8747 Emails a notice to the specified customers.
8749 Valid parameters are those of the L<search> method, plus the following:
8771 Optional job queue job for status updates.
8775 Returns an error message, or false for success.
8777 If an error occurs during any email, stops the enture send and returns that
8778 error. Presumably if you're getting SMTP errors aborting is better than
8779 retrying everything.
8783 sub email_search_result {
8784 my($class, $params) = @_;
8786 my $from = delete $params->{from};
8787 my $subject = delete $params->{subject};
8788 my $html_body = delete $params->{html_body};
8789 my $text_body = delete $params->{text_body};
8791 my $job = delete $params->{'job'};
8793 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8794 unless ref($params->{'payby'});
8796 my $sql_query = $class->search($params);
8798 my $count_query = delete($sql_query->{'count_query'});
8799 my $count_sth = dbh->prepare($count_query)
8800 or die "Error preparing $count_query: ". dbh->errstr;
8802 or die "Error executing $count_query: ". $count_sth->errstr;
8803 my $count_arrayref = $count_sth->fetchrow_arrayref;
8804 my $num_cust = $count_arrayref->[0];
8806 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8807 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8810 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8812 #eventually order+limit magic to reduce memory use?
8813 foreach my $cust_main ( qsearch($sql_query) ) {
8815 my $to = $cust_main->invoicing_list_emailonly_scalar;
8818 my $error = send_email(
8822 'subject' => $subject,
8823 'html_body' => $html_body,
8824 'text_body' => $text_body,
8827 return $error if $error;
8829 if ( $job ) { #progressbar foo
8831 if ( time - $min_sec > $last ) {
8832 my $error = $job->update_statustext(
8833 int( 100 * $num / $num_cust )
8835 die $error if $error;
8845 use Storable qw(thaw);
8848 sub process_email_search_result {
8850 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8852 my $param = thaw(decode_base64(shift));
8853 warn Dumper($param) if $DEBUG;
8855 $param->{'job'} = $job;
8857 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8858 unless ref($param->{'payby'});
8860 my $error = FS::cust_main->email_search_result( $param );
8861 die $error if $error;
8865 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8867 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8868 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8869 specified (the appropriate ship_ field is also searched).
8871 Additional options are the same as FS::Record::qsearch
8876 my( $self, $fuzzy, $hash, @opt) = @_;
8881 check_and_rebuild_fuzzyfiles();
8882 foreach my $field ( keys %$fuzzy ) {
8884 my $all = $self->all_X($field);
8885 next unless scalar(@$all);
8888 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8891 foreach ( keys %match ) {
8892 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8893 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8896 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8899 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8901 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8909 Returns a masked version of the named field
8914 my ($self,$field) = @_;
8918 'x'x(length($self->getfield($field))-4).
8919 substr($self->getfield($field), (length($self->getfield($field))-4));
8929 =item smart_search OPTION => VALUE ...
8931 Accepts the following options: I<search>, the string to search for. The string
8932 will be searched for as a customer number, phone number, name or company name,
8933 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8934 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8935 skip fuzzy matching when an exact match is found.
8937 Any additional options are treated as an additional qualifier on the search
8940 Returns a (possibly empty) array of FS::cust_main objects.
8947 #here is the agent virtualization
8948 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8952 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8953 my $search = delete $options{'search'};
8954 ( my $alphanum_search = $search ) =~ s/\W//g;
8956 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8958 #false laziness w/Record::ut_phone
8959 my $phonen = "$1-$2-$3";
8960 $phonen .= " x$4" if $4;
8962 push @cust_main, qsearch( {
8963 'table' => 'cust_main',
8964 'hashref' => { %options },
8965 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8967 join(' OR ', map "$_ = '$phonen'",
8968 qw( daytime night fax
8969 ship_daytime ship_night ship_fax )
8972 " AND $agentnums_sql", #agent virtualization
8975 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8976 #try looking for matches with extensions unless one was specified
8978 push @cust_main, qsearch( {
8979 'table' => 'cust_main',
8980 'hashref' => { %options },
8981 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8983 join(' OR ', map "$_ LIKE '$phonen\%'",
8985 ship_daytime ship_night )
8988 " AND $agentnums_sql", #agent virtualization
8993 # custnum search (also try agent_custid), with some tweaking options if your
8994 # legacy cust "numbers" have letters
8997 if ( $search =~ /^\s*(\d+)\s*$/
8998 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8999 && $search =~ /^\s*(\w\w?\d+)\s*$/
9001 || ( $conf->exists('address1-search' )
9002 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
9009 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
9010 push @cust_main, qsearch( {
9011 'table' => 'cust_main',
9012 'hashref' => { 'custnum' => $num, %options },
9013 'extra_sql' => " AND $agentnums_sql", #agent virtualization
9017 push @cust_main, qsearch( {
9018 'table' => 'cust_main',
9019 'hashref' => { 'agent_custid' => $num, %options },
9020 'extra_sql' => " AND $agentnums_sql", #agent virtualization
9023 if ( $conf->exists('address1-search') ) {
9024 my $len = length($num);
9026 foreach my $prefix ( '', 'ship_' ) {
9027 push @cust_main, qsearch( {
9028 'table' => 'cust_main',
9029 'hashref' => { %options, },
9031 ( keys(%options) ? ' AND ' : ' WHERE ' ).
9032 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
9033 " AND $agentnums_sql",
9038 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
9040 my($company, $last, $first) = ( $1, $2, $3 );
9042 # "Company (Last, First)"
9043 #this is probably something a browser remembered,
9044 #so just do an exact search (but case-insensitive, so USPS standardization
9045 #doesn't throw a wrench in the works)
9047 foreach my $prefix ( '', 'ship_' ) {
9048 push @cust_main, qsearch( {
9049 'table' => 'cust_main',
9050 'hashref' => { %options },
9052 ( keys(%options) ? ' AND ' : ' WHERE ' ).
9054 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
9055 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
9056 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
9062 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
9063 # try (ship_){last,company}
9067 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
9068 # # full strings the browser remembers won't work
9069 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
9071 use Lingua::EN::NameParse;
9072 my $NameParse = new Lingua::EN::NameParse(
9074 allow_reversed => 1,
9077 my($last, $first) = ( '', '' );
9078 #maybe disable this too and just rely on NameParse?
9079 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
9081 ($last, $first) = ( $1, $2 );
9083 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
9084 } elsif ( ! $NameParse->parse($value) ) {
9086 my %name = $NameParse->components;
9087 $first = $name{'given_name_1'};
9088 $last = $name{'surname_1'};
9092 if ( $first && $last ) {
9094 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
9097 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9099 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
9100 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
9103 push @cust_main, qsearch( {
9104 'table' => 'cust_main',
9105 'hashref' => \%options,
9106 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9109 # or it just be something that was typed in... (try that in a sec)
9113 my $q_value = dbh->quote($value);
9116 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9117 $sql .= " ( LOWER(last) = $q_value
9118 OR LOWER(company) = $q_value
9119 OR LOWER(ship_last) = $q_value
9120 OR LOWER(ship_company) = $q_value
9122 $sql .= " OR LOWER(address1) = $q_value
9123 OR LOWER(ship_address1) = $q_value
9125 if $conf->exists('address1-search');
9128 push @cust_main, qsearch( {
9129 'table' => 'cust_main',
9130 'hashref' => \%options,
9131 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9134 #no exact match, trying substring/fuzzy
9135 #always do substring & fuzzy (unless they're explicity config'ed off)
9136 #getting complaints searches are not returning enough
9137 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
9139 #still some false laziness w/search (was search/cust_main.cgi)
9144 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
9145 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9148 if ( $first && $last ) {
9151 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9152 'last' => { op=>'ILIKE', value=>"%$last%" },
9154 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9155 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9162 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9163 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9167 if ( $conf->exists('address1-search') ) {
9169 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9170 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9174 foreach my $hashref ( @hashrefs ) {
9176 push @cust_main, qsearch( {
9177 'table' => 'cust_main',
9178 'hashref' => { %$hashref,
9181 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9190 " AND $agentnums_sql", #extra_sql #agent virtualization
9193 if ( $first && $last ) {
9194 push @cust_main, FS::cust_main->fuzzy_search(
9195 { 'last' => $last, #fuzzy hashref
9196 'first' => $first }, #
9200 foreach my $field ( 'last', 'company' ) {
9202 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9204 if ( $conf->exists('address1-search') ) {
9206 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9213 #eliminate duplicates
9215 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9223 Accepts the following options: I<email>, the email address to search for. The
9224 email address will be searched for as an email invoice destination and as an
9227 #Any additional options are treated as an additional qualifier on the search
9228 #(i.e. I<agentnum>).
9230 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9240 my $email = delete $options{'email'};
9242 #we're only being used by RT at the moment... no agent virtualization yet
9243 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9247 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9249 my ( $user, $domain ) = ( $1, $2 );
9251 warn "$me smart_search: searching for $user in domain $domain"
9257 'table' => 'cust_main_invoice',
9258 'hashref' => { 'dest' => $email },
9265 map $_->cust_svc->cust_pkg,
9267 'table' => 'svc_acct',
9268 'hashref' => { 'username' => $user, },
9270 'AND ( SELECT domain FROM svc_domain
9271 WHERE svc_acct.domsvc = svc_domain.svcnum
9272 ) = '. dbh->quote($domain),
9278 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9280 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9287 =item check_and_rebuild_fuzzyfiles
9291 sub check_and_rebuild_fuzzyfiles {
9292 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9293 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9296 =item rebuild_fuzzyfiles
9300 sub rebuild_fuzzyfiles {
9302 use Fcntl qw(:flock);
9304 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9305 mkdir $dir, 0700 unless -d $dir;
9307 foreach my $fuzzy ( @fuzzyfields ) {
9309 open(LOCK,">>$dir/cust_main.$fuzzy")
9310 or die "can't open $dir/cust_main.$fuzzy: $!";
9312 or die "can't lock $dir/cust_main.$fuzzy: $!";
9314 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9315 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9317 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9318 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9319 " WHERE $field != '' AND $field IS NOT NULL");
9320 $sth->execute or die $sth->errstr;
9322 while ( my $row = $sth->fetchrow_arrayref ) {
9323 print CACHE $row->[0]. "\n";
9328 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9330 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9341 my( $self, $field ) = @_;
9342 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9343 open(CACHE,"<$dir/cust_main.$field")
9344 or die "can't open $dir/cust_main.$field: $!";
9345 my @array = map { chomp; $_; } <CACHE>;
9350 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9354 sub append_fuzzyfiles {
9355 #my( $first, $last, $company ) = @_;
9357 &check_and_rebuild_fuzzyfiles;
9359 use Fcntl qw(:flock);
9361 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9363 foreach my $field (@fuzzyfields) {
9368 open(CACHE,">>$dir/cust_main.$field")
9369 or die "can't open $dir/cust_main.$field: $!";
9370 flock(CACHE,LOCK_EX)
9371 or die "can't lock $dir/cust_main.$field: $!";
9373 print CACHE "$value\n";
9375 flock(CACHE,LOCK_UN)
9376 or die "can't unlock $dir/cust_main.$field: $!";
9391 #warn join('-',keys %$param);
9392 my $fh = $param->{filehandle};
9393 my @fields = @{$param->{fields}};
9395 eval "use Text::CSV_XS;";
9398 my $csv = new Text::CSV_XS;
9405 local $SIG{HUP} = 'IGNORE';
9406 local $SIG{INT} = 'IGNORE';
9407 local $SIG{QUIT} = 'IGNORE';
9408 local $SIG{TERM} = 'IGNORE';
9409 local $SIG{TSTP} = 'IGNORE';
9410 local $SIG{PIPE} = 'IGNORE';
9412 my $oldAutoCommit = $FS::UID::AutoCommit;
9413 local $FS::UID::AutoCommit = 0;
9416 #while ( $columns = $csv->getline($fh) ) {
9418 while ( defined($line=<$fh>) ) {
9420 $csv->parse($line) or do {
9421 $dbh->rollback if $oldAutoCommit;
9422 return "can't parse: ". $csv->error_input();
9425 my @columns = $csv->fields();
9426 #warn join('-',@columns);
9429 foreach my $field ( @fields ) {
9430 $row{$field} = shift @columns;
9433 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9434 unless ( $cust_main ) {
9435 $dbh->rollback if $oldAutoCommit;
9436 return "unknown custnum $row{'custnum'}";
9439 if ( $row{'amount'} > 0 ) {
9440 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9442 $dbh->rollback if $oldAutoCommit;
9446 } elsif ( $row{'amount'} < 0 ) {
9447 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9450 $dbh->rollback if $oldAutoCommit;
9460 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9462 return "Empty file!" unless $imported;
9468 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9470 Deprecated. Use event notification and message templates
9471 (L<FS::msg_template>) instead.
9473 Sends a templated email notification to the customer (see L<Text::Template>).
9475 OPTIONS is a hash and may include
9477 I<from> - the email sender (default is invoice_from)
9479 I<to> - comma-separated scalar or arrayref of recipients
9480 (default is invoicing_list)
9482 I<bcc> - blind-copy recipient address (default is none)
9484 I<subject> - The subject line of the sent email notification
9485 (default is "Notice from company_name")
9487 I<extra_fields> - a hashref of name/value pairs which will be substituted
9490 The following variables are vavailable in the template.
9492 I<$first> - the customer first name
9493 I<$last> - the customer last name
9494 I<$company> - the customer company
9495 I<$payby> - a description of the method of payment for the customer
9496 # would be nice to use FS::payby::shortname
9497 I<$payinfo> - the account information used to collect for this customer
9498 I<$expdate> - the expiration of the customer payment in seconds from epoch
9503 my ($self, $template, %options) = @_;
9505 return unless $conf->exists($template);
9507 my $from = $conf->config('invoice_from', $self->agentnum)
9508 if $conf->exists('invoice_from', $self->agentnum);
9509 $from = $options{from} if exists($options{from});
9511 my $to = join(',', $self->invoicing_list_emailonly);
9512 $to = $options{to} if exists($options{to});
9514 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9515 if $conf->exists('company_name', $self->agentnum);
9516 $subject = $options{subject} if exists($options{subject});
9518 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9519 SOURCE => [ map "$_\n",
9520 $conf->config($template)]
9522 or die "can't create new Text::Template object: Text::Template::ERROR";
9523 $notify_template->compile()
9524 or die "can't compile template: Text::Template::ERROR";
9526 $FS::notify_template::_template::company_name =
9527 $conf->config('company_name', $self->agentnum);
9528 $FS::notify_template::_template::company_address =
9529 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9531 my $paydate = $self->paydate || '2037-12-31';
9532 $FS::notify_template::_template::first = $self->first;
9533 $FS::notify_template::_template::last = $self->last;
9534 $FS::notify_template::_template::company = $self->company;
9535 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9536 my $payby = $self->payby;
9537 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9538 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9540 #credit cards expire at the end of the month/year of their exp date
9541 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9542 $FS::notify_template::_template::payby = 'credit card';
9543 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9544 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9546 }elsif ($payby eq 'COMP') {
9547 $FS::notify_template::_template::payby = 'complimentary account';
9549 $FS::notify_template::_template::payby = 'current method';
9551 $FS::notify_template::_template::expdate = $expire_time;
9553 for (keys %{$options{extra_fields}}){
9555 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9558 send_email(from => $from,
9560 bcc => $options{bcc},
9561 subject => $subject,
9562 body => $notify_template->fill_in( PACKAGE =>
9563 'FS::notify_template::_template' ),
9568 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9570 Generates a templated notification to the customer (see L<Text::Template>).
9572 OPTIONS is a hash and may include
9574 I<extra_fields> - a hashref of name/value pairs which will be substituted
9575 into the template. These values may override values mentioned below
9576 and those from the customer record.
9578 The following variables are available in the template instead of or in addition
9579 to the fields of the customer record.
9581 I<$payby> - a description of the method of payment for the customer
9582 # would be nice to use FS::payby::shortname
9583 I<$payinfo> - the masked account information used to collect for this customer
9584 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9585 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9589 # a lot like cust_bill::print_latex
9590 sub generate_letter {
9591 my ($self, $template, %options) = @_;
9593 return unless $conf->exists($template);
9595 my $letter_template = new Text::Template
9597 SOURCE => [ map "$_\n", $conf->config($template)],
9598 DELIMITERS => [ '[@--', '--@]' ],
9600 or die "can't create new Text::Template object: Text::Template::ERROR";
9602 $letter_template->compile()
9603 or die "can't compile template: Text::Template::ERROR";
9605 my %letter_data = map { $_ => $self->$_ } $self->fields;
9606 $letter_data{payinfo} = $self->mask_payinfo;
9608 #my $paydate = $self->paydate || '2037-12-31';
9609 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9611 my $payby = $self->payby;
9612 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9613 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9615 #credit cards expire at the end of the month/year of their exp date
9616 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9617 $letter_data{payby} = 'credit card';
9618 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9619 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9621 }elsif ($payby eq 'COMP') {
9622 $letter_data{payby} = 'complimentary account';
9624 $letter_data{payby} = 'current method';
9626 $letter_data{expdate} = $expire_time;
9628 for (keys %{$options{extra_fields}}){
9629 $letter_data{$_} = $options{extra_fields}->{$_};
9632 unless(exists($letter_data{returnaddress})){
9633 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9634 $self->agent_template)
9636 if ( length($retadd) ) {
9637 $letter_data{returnaddress} = $retadd;
9638 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9639 $letter_data{returnaddress} =
9640 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
9644 ( $conf->config('company_name', $self->agentnum),
9645 $conf->config('company_address', $self->agentnum),
9649 $letter_data{returnaddress} = '~';
9653 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9655 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9657 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9659 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9663 ) or die "can't open temp file: $!\n";
9664 print $lh $conf->config_binary('logo.eps', $self->agentnum)
9665 or die "can't write temp file: $!\n";
9667 $letter_data{'logo_file'} = $lh->filename;
9669 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9673 ) or die "can't open temp file: $!\n";
9675 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9677 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9678 return ($1, $letter_data{'logo_file'});
9682 =item print_ps TEMPLATE
9684 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9690 my($file, $lfile) = $self->generate_letter(@_);
9691 my $ps = FS::Misc::generate_ps($file);
9692 unlink($file.'.tex');
9698 =item print TEMPLATE
9700 Prints the filled in template.
9702 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9706 sub queueable_print {
9709 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9710 or die "invalid customer number: " . $opt{custvnum};
9712 my $error = $self->print( $opt{template} );
9713 die $error if $error;
9717 my ($self, $template) = (shift, shift);
9718 do_print [ $self->print_ps($template) ];
9721 #these three subs should just go away once agent stuff is all config overrides
9723 sub agent_template {
9725 $self->_agent_plandata('agent_templatename');
9728 sub agent_invoice_from {
9730 $self->_agent_plandata('agent_invoice_from');
9733 sub _agent_plandata {
9734 my( $self, $option ) = @_;
9736 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9737 #agent-specific Conf
9739 use FS::part_event::Condition;
9741 my $agentnum = $self->agentnum;
9744 if ( driver_name =~ /^Pg/i ) {
9746 } elsif ( driver_name =~ /^mysql/i ) {
9749 die "don't know how to use regular expressions in ". driver_name. " databases";
9752 my $part_event_option =
9754 'select' => 'part_event_option.*',
9755 'table' => 'part_event_option',
9757 LEFT JOIN part_event USING ( eventpart )
9758 LEFT JOIN part_event_option AS peo_agentnum
9759 ON ( part_event.eventpart = peo_agentnum.eventpart
9760 AND peo_agentnum.optionname = 'agentnum'
9761 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9763 LEFT JOIN part_event_condition
9764 ON ( part_event.eventpart = part_event_condition.eventpart
9765 AND part_event_condition.conditionname = 'cust_bill_age'
9767 LEFT JOIN part_event_condition_option
9768 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9769 AND part_event_condition_option.optionname = 'age'
9772 #'hashref' => { 'optionname' => $option },
9773 #'hashref' => { 'part_event_option.optionname' => $option },
9775 " WHERE part_event_option.optionname = ". dbh->quote($option).
9776 " AND action = 'cust_bill_send_agent' ".
9777 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9778 " AND peo_agentnum.optionname = 'agentnum' ".
9779 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9781 CASE WHEN part_event_condition_option.optionname IS NULL
9783 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9785 , part_event.weight".
9789 unless ( $part_event_option ) {
9790 return $self->agent->invoice_template || ''
9791 if $option eq 'agent_templatename';
9795 $part_event_option->optionvalue;
9799 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
9801 Subroutine (not a method), designed to be called from the queue.
9803 Takes a list of options and values.
9805 Pulls up the customer record via the custnum option and calls bill_and_collect.
9810 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9812 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9813 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
9815 $cust_main->bill_and_collect( %args );
9818 sub _upgrade_data { #class method
9819 my ($class, %opts) = @_;
9822 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
9823 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL',
9825 my $sth = dbh->prepare($sql) or die dbh->errstr;
9826 $sth->execute or die $sth->errstr;
9837 The delete method should possibly take an FS::cust_main object reference
9838 instead of a scalar customer number.
9840 Bill and collect options should probably be passed as references instead of a
9843 There should probably be a configuration file with a list of allowed credit
9846 No multiple currency support (probably a larger project than just this module).
9848 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9850 Birthdates rely on negative epoch values.
9852 The payby for card/check batches is broken. With mixed batching, bad
9855 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9859 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9860 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9861 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.