5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use List::Util qw( min );
13 use Time::Local qw(timelocal);
16 use Digest::MD5 qw(md5_base64);
19 use File::Temp qw( tempfile );
20 use String::Approx qw(amatch);
21 use Business::CreditCard 0.28;
23 use FS::UID qw( getotaker dbh driver_name );
24 use FS::Record qw( qsearchs qsearch dbdef );
25 use FS::Misc qw( generate_email send_email generate_ps do_print );
26 use FS::Msgcat qw(gettext);
31 use FS::cust_bill_pkg;
32 use FS::cust_bill_pkg_display;
33 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_bill_pkg_tax_rate_location;
36 use FS::cust_pay_pending;
37 use FS::cust_pay_void;
38 use FS::cust_pay_batch;
41 use FS::part_referral;
42 use FS::cust_main_county;
43 use FS::cust_location;
44 use FS::cust_main_exemption;
45 use FS::cust_tax_adjustment;
47 use FS::tax_rate_location;
48 use FS::cust_tax_location;
49 use FS::part_pkg_taxrate;
51 use FS::cust_main_invoice;
52 use FS::cust_credit_bill;
53 use FS::cust_bill_pay;
54 use FS::prepay_credit;
58 use FS::part_event_condition;
61 use FS::payment_gateway;
62 use FS::agent_payment_gateway;
64 use FS::payinfo_Mixin;
67 @ISA = qw( FS::payinfo_Mixin FS::Record );
69 @EXPORT_OK = qw( smart_search );
71 $realtime_bop_decline_quiet = 0;
73 # 1 is mostly method/subroutine entry and options
74 # 2 traces progress of some operations
75 # 3 is even more information including possibly sensitive data
77 $me = '[FS::cust_main]';
81 $ignore_expired_card = 0;
83 @encrypted_fields = ('payinfo', 'paycvv');
84 sub nohistory_fields { ('paycvv'); }
86 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
88 #ask FS::UID to run this stuff for us later
89 #$FS::UID::callback{'FS::cust_main'} = sub {
90 install_callback FS::UID sub {
92 #yes, need it for stuff below (prolly should be cached)
97 my ( $hashref, $cache ) = @_;
98 if ( exists $hashref->{'pkgnum'} ) {
99 #@{ $self->{'_pkgnum'} } = ();
100 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
101 $self->{'_pkgnum'} = $subcache;
102 #push @{ $self->{'_pkgnum'} },
103 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
109 FS::cust_main - Object methods for cust_main records
115 $record = new FS::cust_main \%hash;
116 $record = new FS::cust_main { 'column' => 'value' };
118 $error = $record->insert;
120 $error = $new_record->replace($old_record);
122 $error = $record->delete;
124 $error = $record->check;
126 @cust_pkg = $record->all_pkgs;
128 @cust_pkg = $record->ncancelled_pkgs;
130 @cust_pkg = $record->suspended_pkgs;
132 $error = $record->bill;
133 $error = $record->bill %options;
134 $error = $record->bill 'time' => $time;
136 $error = $record->collect;
137 $error = $record->collect %options;
138 $error = $record->collect 'invoice_time' => $time,
143 An FS::cust_main object represents a customer. FS::cust_main inherits from
144 FS::Record. The following fields are currently supported:
150 Primary key (assigned automatically for new customers)
154 Agent (see L<FS::agent>)
158 Advertising source (see L<FS::part_referral>)
170 Cocial security number (optional)
186 (optional, see L<FS::cust_main_county>)
190 (see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
232 (optional, see L<FS::cust_main_county>)
236 (see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
258 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
262 Payment Information (See L<FS::payinfo_Mixin> for data format)
266 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
270 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
274 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
278 Start date month (maestro/solo cards only)
282 Start date year (maestro/solo cards only)
286 Issue number (maestro/solo cards only)
290 Name on card or billing name
294 IP address from which payment information was received
298 Tax exempt, empty or `Y'
302 Order taker (assigned automatically, see L<FS::UID>)
308 =item referral_custnum
310 Referring customer number
314 Enable individual CDR spooling, empty or `Y'
318 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
322 Discourage individual CDR printing, empty or `Y'
332 Creates a new customer. To add the customer to the database, see L<"insert">.
334 Note that this stores the hash reference, not a distinct copy of the hash it
335 points to. You can ask the object for a copy with the I<hash> method.
339 sub table { 'cust_main'; }
341 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
343 Adds this customer to the database. If there is an error, returns the error,
344 otherwise returns false.
346 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
347 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
348 are inserted atomicly, or the transaction is rolled back. Passing an empty
349 hash reference is equivalent to not supplying this parameter. There should be
350 a better explanation of this, but until then, here's an example:
353 tie %hash, 'Tie::RefHash'; #this part is important
355 $cust_pkg => [ $svc_acct ],
358 $cust_main->insert( \%hash );
360 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
361 be set as the invoicing list (see L<"invoicing_list">). Errors return as
362 expected and rollback the entire transaction; it is not necessary to call
363 check_invoicing_list first. The invoicing_list is set after the records in the
364 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
365 invoicing_list destination to the newly-created svc_acct. Here's an example:
367 $cust_main->insert( {}, [ $email, 'POST' ] );
369 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
371 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
372 on the supplied jobnum (they will not run until the specific job completes).
373 This can be used to defer provisioning until some action completes (such
374 as running the customer's credit card successfully).
376 The I<noexport> option is deprecated. If I<noexport> is set true, no
377 provisioning jobs (exports) are scheduled. (You can schedule them later with
378 the B<reexport> method.)
380 The I<tax_exemption> option can be set to an arrayref of tax names.
381 FS::cust_main_exemption records will be created and inserted.
387 my $cust_pkgs = @_ ? shift : {};
388 my $invoicing_list = @_ ? shift : '';
390 warn "$me insert called with options ".
391 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
394 local $SIG{HUP} = 'IGNORE';
395 local $SIG{INT} = 'IGNORE';
396 local $SIG{QUIT} = 'IGNORE';
397 local $SIG{TERM} = 'IGNORE';
398 local $SIG{TSTP} = 'IGNORE';
399 local $SIG{PIPE} = 'IGNORE';
401 my $oldAutoCommit = $FS::UID::AutoCommit;
402 local $FS::UID::AutoCommit = 0;
405 my $prepay_identifier = '';
406 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
408 if ( $self->payby eq 'PREPAY' ) {
410 $self->payby('BILL');
411 $prepay_identifier = $self->payinfo;
414 warn " looking up prepaid card $prepay_identifier\n"
417 my $error = $self->get_prepay( $prepay_identifier,
418 'amount_ref' => \$amount,
419 'seconds_ref' => \$seconds,
420 'upbytes_ref' => \$upbytes,
421 'downbytes_ref' => \$downbytes,
422 'totalbytes_ref' => \$totalbytes,
425 $dbh->rollback if $oldAutoCommit;
426 #return "error applying prepaid card (transaction rolled back): $error";
430 $payby = 'PREP' if $amount;
432 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
435 $self->payby('BILL');
436 $amount = $self->paid;
440 warn " inserting $self\n"
443 $self->signupdate(time) unless $self->signupdate;
445 $self->auto_agent_custid()
446 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
448 my $error = $self->SUPER::insert;
450 $dbh->rollback if $oldAutoCommit;
451 #return "inserting cust_main record (transaction rolled back): $error";
455 warn " setting invoicing list\n"
458 if ( $invoicing_list ) {
459 $error = $self->check_invoicing_list( $invoicing_list );
461 $dbh->rollback if $oldAutoCommit;
462 #return "checking invoicing_list (transaction rolled back): $error";
465 $self->invoicing_list( $invoicing_list );
468 warn " setting cust_main_exemption\n"
471 my $tax_exemption = delete $options{'tax_exemption'};
472 if ( $tax_exemption ) {
473 foreach my $taxname ( @$tax_exemption ) {
474 my $cust_main_exemption = new FS::cust_main_exemption {
475 'custnum' => $self->custnum,
476 'taxname' => $taxname,
478 my $error = $cust_main_exemption->insert;
480 $dbh->rollback if $oldAutoCommit;
481 return "inserting cust_main_exemption (transaction rolled back): $error";
486 if ( $conf->config('cust_main-skeleton_tables')
487 && $conf->config('cust_main-skeleton_custnum') ) {
489 warn " inserting skeleton records\n"
492 my $error = $self->start_copy_skel;
494 $dbh->rollback if $oldAutoCommit;
500 warn " ordering packages\n"
503 $error = $self->order_pkgs( $cust_pkgs,
505 'seconds_ref' => \$seconds,
506 'upbytes_ref' => \$upbytes,
507 'downbytes_ref' => \$downbytes,
508 'totalbytes_ref' => \$totalbytes,
511 $dbh->rollback if $oldAutoCommit;
516 $dbh->rollback if $oldAutoCommit;
517 return "No svc_acct record to apply pre-paid time";
519 if ( $upbytes || $downbytes || $totalbytes ) {
520 $dbh->rollback if $oldAutoCommit;
521 return "No svc_acct record to apply pre-paid data";
525 warn " inserting initial $payby payment of $amount\n"
527 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
529 $dbh->rollback if $oldAutoCommit;
530 return "inserting payment (transaction rolled back): $error";
534 unless ( $import || $skip_fuzzyfiles ) {
535 warn " queueing fuzzyfiles update\n"
537 $error = $self->queue_fuzzyfiles_update;
539 $dbh->rollback if $oldAutoCommit;
540 return "updating fuzzy search cache: $error";
544 warn " insert complete; committing transaction\n"
547 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
552 use File::CounterFile;
553 sub auto_agent_custid {
556 my $format = $conf->config('cust_main-auto_agent_custid');
558 if ( $format eq '1YMMXXXXXXXX' ) {
560 my $counter = new File::CounterFile 'cust_main.agent_custid';
563 my $ym = 100000000000 + time2str('%y%m00000000', time);
564 if ( $ym > $counter->value ) {
565 $counter->{'value'} = $agent_custid = $ym;
566 $counter->{'updated'} = 1;
568 $agent_custid = $counter->inc;
574 die "Unknown cust_main-auto_agent_custid format: $format";
577 $self->agent_custid($agent_custid);
581 sub start_copy_skel {
584 #'mg_user_preference' => {},
585 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
586 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
587 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
588 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
589 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
592 _copy_skel( 'cust_main', #tablename
593 $conf->config('cust_main-skeleton_custnum'), #sourceid
594 $self->custnum, #destid
595 @tables, #child tables
599 #recursive subroutine, not a method
601 my( $table, $sourceid, $destid, %child_tables ) = @_;
604 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
605 ( $table, $primary_key ) = ( $1, $2 );
607 my $dbdef_table = dbdef->table($table);
608 $primary_key = $dbdef_table->primary_key
609 or return "$table has no primary key".
610 " (or do you need to run dbdef-create?)";
613 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
614 join (', ', keys %child_tables). "\n"
617 foreach my $child_table_def ( keys %child_tables ) {
621 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
622 ( $child_table, $child_pkey ) = ( $1, $2 );
624 $child_table = $child_table_def;
626 $child_pkey = dbdef->table($child_table)->primary_key;
627 # or return "$table has no primary key".
628 # " (or do you need to run dbdef-create?)\n";
632 if ( keys %{ $child_tables{$child_table_def} } ) {
634 return "$child_table has no primary key".
635 " (run dbdef-create or try specifying it?)\n"
638 #false laziness w/Record::insert and only works on Pg
639 #refactor the proper last-inserted-id stuff out of Record::insert if this
640 # ever gets use for anything besides a quick kludge for one customer
641 my $default = dbdef->table($child_table)->column($child_pkey)->default;
642 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
643 or return "can't parse $child_table.$child_pkey default value ".
644 " for sequence name: $default";
649 my @sel_columns = grep { $_ ne $primary_key }
650 dbdef->table($child_table)->columns;
651 my $sel_columns = join(', ', @sel_columns );
653 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
654 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
655 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
657 my $sel_st = "SELECT $sel_columns FROM $child_table".
658 " WHERE $primary_key = $sourceid";
661 my $sel_sth = dbh->prepare( $sel_st )
662 or return dbh->errstr;
664 $sel_sth->execute or return $sel_sth->errstr;
666 while ( my $row = $sel_sth->fetchrow_hashref ) {
668 warn " selected row: ".
669 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
673 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
674 my $ins_sth =dbh->prepare($statement)
675 or return dbh->errstr;
676 my @param = ( $destid, map $row->{$_}, @ins_columns );
677 warn " $statement: [ ". join(', ', @param). " ]\n"
679 $ins_sth->execute( @param )
680 or return $ins_sth->errstr;
682 #next unless keys %{ $child_tables{$child_table} };
683 next unless $sequence;
685 #another section of that laziness
686 my $seq_sql = "SELECT currval('$sequence')";
687 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
688 $seq_sth->execute or return $seq_sth->errstr;
689 my $insertid = $seq_sth->fetchrow_arrayref->[0];
691 # don't drink soap! recurse! recurse! okay!
693 _copy_skel( $child_table_def,
694 $row->{$child_pkey}, #sourceid
696 %{ $child_tables{$child_table_def} },
698 return $error if $error;
708 =item order_pkg HASHREF | OPTION => VALUE ...
710 Orders a single package.
712 Options may be passed as a list of key/value pairs or as a hash reference.
723 Optional FS::cust_location object
727 Optional arryaref of FS::svc_* service objects.
731 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
732 jobs will have a dependancy on the supplied job (they will not run until the
733 specific job completes). This can be used to defer provisioning until some
734 action completes (such as running the customer's credit card successfully).
738 Optional subject for a ticket created and attached to this customer
742 Optional queue name for ticket additions
750 my $opt = ref($_[0]) ? shift : { @_ };
752 warn "$me order_pkg called with options ".
753 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
756 my $cust_pkg = $opt->{'cust_pkg'};
757 my $svcs = $opt->{'svcs'} || [];
759 my %svc_options = ();
760 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
761 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
763 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
764 qw( ticket_subject ticket_queue );
766 local $SIG{HUP} = 'IGNORE';
767 local $SIG{INT} = 'IGNORE';
768 local $SIG{QUIT} = 'IGNORE';
769 local $SIG{TERM} = 'IGNORE';
770 local $SIG{TSTP} = 'IGNORE';
771 local $SIG{PIPE} = 'IGNORE';
773 my $oldAutoCommit = $FS::UID::AutoCommit;
774 local $FS::UID::AutoCommit = 0;
777 if ( $opt->{'cust_location'} &&
778 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
779 my $error = $opt->{'cust_location'}->insert;
781 $dbh->rollback if $oldAutoCommit;
782 return "inserting cust_location (transaction rolled back): $error";
784 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
787 $cust_pkg->custnum( $self->custnum );
789 my $error = $cust_pkg->insert( %insert_params );
791 $dbh->rollback if $oldAutoCommit;
792 return "inserting cust_pkg (transaction rolled back): $error";
795 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
796 if ( $svc_something->svcnum ) {
797 my $old_cust_svc = $svc_something->cust_svc;
798 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
799 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
800 $error = $new_cust_svc->replace($old_cust_svc);
802 $svc_something->pkgnum( $cust_pkg->pkgnum );
803 if ( $svc_something->isa('FS::svc_acct') ) {
804 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
805 qw( seconds upbytes downbytes totalbytes ) ) {
806 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
807 ${ $opt->{$_.'_ref'} } = 0;
810 $error = $svc_something->insert(%svc_options);
813 $dbh->rollback if $oldAutoCommit;
814 return "inserting svc_ (transaction rolled back): $error";
818 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
823 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
824 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
826 Like the insert method on an existing record, this method orders multiple
827 packages and included services atomicaly. Pass a Tie::RefHash data structure
828 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
829 There should be a better explanation of this, but until then, here's an
833 tie %hash, 'Tie::RefHash'; #this part is important
835 $cust_pkg => [ $svc_acct ],
838 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
840 Services can be new, in which case they are inserted, or existing unaudited
841 services, in which case they are linked to the newly-created package.
843 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
844 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
846 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
847 on the supplied jobnum (they will not run until the specific job completes).
848 This can be used to defer provisioning until some action completes (such
849 as running the customer's credit card successfully).
851 The I<noexport> option is deprecated. If I<noexport> is set true, no
852 provisioning jobs (exports) are scheduled. (You can schedule them later with
853 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
854 on the cust_main object is not recommended, as existing services will also be
857 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
858 provided, the scalars (provided by references) will be incremented by the
859 values of the prepaid card.`
865 my $cust_pkgs = shift;
866 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
868 $seconds_ref ||= $options{'seconds_ref'};
870 warn "$me order_pkgs called with options ".
871 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
874 local $SIG{HUP} = 'IGNORE';
875 local $SIG{INT} = 'IGNORE';
876 local $SIG{QUIT} = 'IGNORE';
877 local $SIG{TERM} = 'IGNORE';
878 local $SIG{TSTP} = 'IGNORE';
879 local $SIG{PIPE} = 'IGNORE';
881 my $oldAutoCommit = $FS::UID::AutoCommit;
882 local $FS::UID::AutoCommit = 0;
885 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
887 foreach my $cust_pkg ( keys %$cust_pkgs ) {
889 my $error = $self->order_pkg(
890 'cust_pkg' => $cust_pkg,
891 'svcs' => $cust_pkgs->{$cust_pkg},
892 'seconds_ref' => $seconds_ref,
893 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
898 $dbh->rollback if $oldAutoCommit;
904 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
908 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
910 Recharges this (existing) customer with the specified prepaid card (see
911 L<FS::prepay_credit>), specified either by I<identifier> or as an
912 FS::prepay_credit object. If there is an error, returns the error, otherwise
915 Optionally, five scalar references can be passed as well. They will have their
916 values filled in with the amount, number of seconds, and number of upload,
917 download, and total bytes applied by this prepaid card.
921 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
922 #the only place that uses these args
923 sub recharge_prepay {
924 my( $self, $prepay_credit, $amountref, $secondsref,
925 $upbytesref, $downbytesref, $totalbytesref ) = @_;
927 local $SIG{HUP} = 'IGNORE';
928 local $SIG{INT} = 'IGNORE';
929 local $SIG{QUIT} = 'IGNORE';
930 local $SIG{TERM} = 'IGNORE';
931 local $SIG{TSTP} = 'IGNORE';
932 local $SIG{PIPE} = 'IGNORE';
934 my $oldAutoCommit = $FS::UID::AutoCommit;
935 local $FS::UID::AutoCommit = 0;
938 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
940 my $error = $self->get_prepay( $prepay_credit,
941 'amount_ref' => \$amount,
942 'seconds_ref' => \$seconds,
943 'upbytes_ref' => \$upbytes,
944 'downbytes_ref' => \$downbytes,
945 'totalbytes_ref' => \$totalbytes,
947 || $self->increment_seconds($seconds)
948 || $self->increment_upbytes($upbytes)
949 || $self->increment_downbytes($downbytes)
950 || $self->increment_totalbytes($totalbytes)
951 || $self->insert_cust_pay_prepay( $amount,
953 ? $prepay_credit->identifier
958 $dbh->rollback if $oldAutoCommit;
962 if ( defined($amountref) ) { $$amountref = $amount; }
963 if ( defined($secondsref) ) { $$secondsref = $seconds; }
964 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
965 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
966 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
968 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
973 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
975 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
976 specified either by I<identifier> or as an FS::prepay_credit object.
978 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
979 incremented by the values of the prepaid card.
981 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
982 check or set this customer's I<agentnum>.
984 If there is an error, returns the error, otherwise returns false.
990 my( $self, $prepay_credit, %opt ) = @_;
992 local $SIG{HUP} = 'IGNORE';
993 local $SIG{INT} = 'IGNORE';
994 local $SIG{QUIT} = 'IGNORE';
995 local $SIG{TERM} = 'IGNORE';
996 local $SIG{TSTP} = 'IGNORE';
997 local $SIG{PIPE} = 'IGNORE';
999 my $oldAutoCommit = $FS::UID::AutoCommit;
1000 local $FS::UID::AutoCommit = 0;
1003 unless ( ref($prepay_credit) ) {
1005 my $identifier = $prepay_credit;
1007 $prepay_credit = qsearchs(
1009 { 'identifier' => $prepay_credit },
1014 unless ( $prepay_credit ) {
1015 $dbh->rollback if $oldAutoCommit;
1016 return "Invalid prepaid card: ". $identifier;
1021 if ( $prepay_credit->agentnum ) {
1022 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1023 $dbh->rollback if $oldAutoCommit;
1024 return "prepaid card not valid for agent ". $self->agentnum;
1026 $self->agentnum($prepay_credit->agentnum);
1029 my $error = $prepay_credit->delete;
1031 $dbh->rollback if $oldAutoCommit;
1032 return "removing prepay_credit (transaction rolled back): $error";
1035 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1036 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1038 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1043 =item increment_upbytes SECONDS
1045 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1046 the specified number of upbytes. If there is an error, returns the error,
1047 otherwise returns false.
1051 sub increment_upbytes {
1052 _increment_column( shift, 'upbytes', @_);
1055 =item increment_downbytes SECONDS
1057 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1058 the specified number of downbytes. If there is an error, returns the error,
1059 otherwise returns false.
1063 sub increment_downbytes {
1064 _increment_column( shift, 'downbytes', @_);
1067 =item increment_totalbytes SECONDS
1069 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1070 the specified number of totalbytes. If there is an error, returns the error,
1071 otherwise returns false.
1075 sub increment_totalbytes {
1076 _increment_column( shift, 'totalbytes', @_);
1079 =item increment_seconds SECONDS
1081 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1082 the specified number of seconds. If there is an error, returns the error,
1083 otherwise returns false.
1087 sub increment_seconds {
1088 _increment_column( shift, 'seconds', @_);
1091 =item _increment_column AMOUNT
1093 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1094 the specified number of seconds or bytes. If there is an error, returns
1095 the error, otherwise returns false.
1099 sub _increment_column {
1100 my( $self, $column, $amount ) = @_;
1101 warn "$me increment_column called: $column, $amount\n"
1104 return '' unless $amount;
1106 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1107 $self->ncancelled_pkgs;
1109 if ( ! @cust_pkg ) {
1110 return 'No packages with primary or single services found'.
1111 ' to apply pre-paid time';
1112 } elsif ( scalar(@cust_pkg) > 1 ) {
1113 #maybe have a way to specify the package/account?
1114 return 'Multiple packages found to apply pre-paid time';
1117 my $cust_pkg = $cust_pkg[0];
1118 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1122 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1124 if ( ! @cust_svc ) {
1125 return 'No account found to apply pre-paid time';
1126 } elsif ( scalar(@cust_svc) > 1 ) {
1127 return 'Multiple accounts found to apply pre-paid time';
1130 my $svc_acct = $cust_svc[0]->svc_x;
1131 warn " found service svcnum ". $svc_acct->pkgnum.
1132 ' ('. $svc_acct->email. ")\n"
1135 $column = "increment_$column";
1136 $svc_acct->$column($amount);
1140 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1142 Inserts a prepayment in the specified amount for this customer. An optional
1143 second argument can specify the prepayment identifier for tracking purposes.
1144 If there is an error, returns the error, otherwise returns false.
1148 sub insert_cust_pay_prepay {
1149 shift->insert_cust_pay('PREP', @_);
1152 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1154 Inserts a cash payment in the specified amount for this customer. An optional
1155 second argument can specify the payment identifier for tracking purposes.
1156 If there is an error, returns the error, otherwise returns false.
1160 sub insert_cust_pay_cash {
1161 shift->insert_cust_pay('CASH', @_);
1164 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1166 Inserts a Western Union payment in the specified amount for this customer. An
1167 optional second argument can specify the prepayment identifier for tracking
1168 purposes. If there is an error, returns the error, otherwise returns false.
1172 sub insert_cust_pay_west {
1173 shift->insert_cust_pay('WEST', @_);
1176 sub insert_cust_pay {
1177 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1178 my $payinfo = scalar(@_) ? shift : '';
1180 my $cust_pay = new FS::cust_pay {
1181 'custnum' => $self->custnum,
1182 'paid' => sprintf('%.2f', $amount),
1183 #'_date' => #date the prepaid card was purchased???
1185 'payinfo' => $payinfo,
1193 This method is deprecated. See the I<depend_jobnum> option to the insert and
1194 order_pkgs methods for a better way to defer provisioning.
1196 Re-schedules all exports by calling the B<reexport> method of all associated
1197 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1198 otherwise returns false.
1205 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1206 "use the depend_jobnum option to insert or order_pkgs to delay export";
1208 local $SIG{HUP} = 'IGNORE';
1209 local $SIG{INT} = 'IGNORE';
1210 local $SIG{QUIT} = 'IGNORE';
1211 local $SIG{TERM} = 'IGNORE';
1212 local $SIG{TSTP} = 'IGNORE';
1213 local $SIG{PIPE} = 'IGNORE';
1215 my $oldAutoCommit = $FS::UID::AutoCommit;
1216 local $FS::UID::AutoCommit = 0;
1219 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1220 my $error = $cust_pkg->reexport;
1222 $dbh->rollback if $oldAutoCommit;
1227 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 =item delete NEW_CUSTNUM
1234 This deletes the customer. If there is an error, returns the error, otherwise
1237 This will completely remove all traces of the customer record. This is not
1238 what you want when a customer cancels service; for that, cancel all of the
1239 customer's packages (see L</cancel>).
1241 If the customer has any uncancelled packages, you need to pass a new (valid)
1242 customer number for those packages to be transferred to. Cancelled packages
1243 will be deleted. Did I mention that this is NOT what you want when a customer
1244 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1246 You can't delete a customer with invoices (see L<FS::cust_bill>),
1247 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1248 refunds (see L<FS::cust_refund>).
1255 local $SIG{HUP} = 'IGNORE';
1256 local $SIG{INT} = 'IGNORE';
1257 local $SIG{QUIT} = 'IGNORE';
1258 local $SIG{TERM} = 'IGNORE';
1259 local $SIG{TSTP} = 'IGNORE';
1260 local $SIG{PIPE} = 'IGNORE';
1262 my $oldAutoCommit = $FS::UID::AutoCommit;
1263 local $FS::UID::AutoCommit = 0;
1266 if ( $self->cust_bill ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't delete a customer with invoices";
1270 if ( $self->cust_credit ) {
1271 $dbh->rollback if $oldAutoCommit;
1272 return "Can't delete a customer with credits";
1274 if ( $self->cust_pay ) {
1275 $dbh->rollback if $oldAutoCommit;
1276 return "Can't delete a customer with payments";
1278 if ( $self->cust_refund ) {
1279 $dbh->rollback if $oldAutoCommit;
1280 return "Can't delete a customer with refunds";
1283 my @cust_pkg = $self->ncancelled_pkgs;
1285 my $new_custnum = shift;
1286 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1287 $dbh->rollback if $oldAutoCommit;
1288 return "Invalid new customer number: $new_custnum";
1290 foreach my $cust_pkg ( @cust_pkg ) {
1291 my %hash = $cust_pkg->hash;
1292 $hash{'custnum'} = $new_custnum;
1293 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1294 my $error = $new_cust_pkg->replace($cust_pkg,
1295 options => { $cust_pkg->options },
1298 $dbh->rollback if $oldAutoCommit;
1303 my @cancelled_cust_pkg = $self->all_pkgs;
1304 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1305 my $error = $cust_pkg->delete;
1307 $dbh->rollback if $oldAutoCommit;
1312 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1313 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1315 my $error = $cust_main_invoice->delete;
1317 $dbh->rollback if $oldAutoCommit;
1322 foreach my $cust_main_exemption (
1323 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1325 my $error = $cust_main_exemption->delete;
1327 $dbh->rollback if $oldAutoCommit;
1332 my $error = $self->SUPER::delete;
1334 $dbh->rollback if $oldAutoCommit;
1338 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1343 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1346 Replaces the OLD_RECORD with this one in the database. If there is an error,
1347 returns the error, otherwise returns false.
1349 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1350 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1351 expected and rollback the entire transaction; it is not necessary to call
1352 check_invoicing_list first. Here's an example:
1354 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1356 Currently available options are: I<tax_exemption>.
1358 The I<tax_exemption> option can be set to an arrayref of tax names.
1359 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1366 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1368 : $self->replace_old;
1372 warn "$me replace called\n"
1375 my $curuser = $FS::CurrentUser::CurrentUser;
1376 if ( $self->payby eq 'COMP'
1377 && $self->payby ne $old->payby
1378 && ! $curuser->access_right('Complimentary customer')
1381 return "You are not permitted to create complimentary accounts.";
1384 local($ignore_expired_card) = 1
1385 if $old->payby =~ /^(CARD|DCRD)$/
1386 && $self->payby =~ /^(CARD|DCRD)$/
1387 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1389 local $SIG{HUP} = 'IGNORE';
1390 local $SIG{INT} = 'IGNORE';
1391 local $SIG{QUIT} = 'IGNORE';
1392 local $SIG{TERM} = 'IGNORE';
1393 local $SIG{TSTP} = 'IGNORE';
1394 local $SIG{PIPE} = 'IGNORE';
1396 my $oldAutoCommit = $FS::UID::AutoCommit;
1397 local $FS::UID::AutoCommit = 0;
1400 my $error = $self->SUPER::replace($old);
1403 $dbh->rollback if $oldAutoCommit;
1407 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1408 my $invoicing_list = shift @param;
1409 $error = $self->check_invoicing_list( $invoicing_list );
1411 $dbh->rollback if $oldAutoCommit;
1414 $self->invoicing_list( $invoicing_list );
1417 my %options = @param;
1419 my $tax_exemption = delete $options{'tax_exemption'};
1420 if ( $tax_exemption ) {
1422 my %cust_main_exemption =
1423 map { $_->taxname => $_ }
1424 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1426 foreach my $taxname ( @$tax_exemption ) {
1428 next if delete $cust_main_exemption{$taxname};
1430 my $cust_main_exemption = new FS::cust_main_exemption {
1431 'custnum' => $self->custnum,
1432 'taxname' => $taxname,
1434 my $error = $cust_main_exemption->insert;
1436 $dbh->rollback if $oldAutoCommit;
1437 return "inserting cust_main_exemption (transaction rolled back): $error";
1441 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1442 my $error = $cust_main_exemption->delete;
1444 $dbh->rollback if $oldAutoCommit;
1445 return "deleting cust_main_exemption (transaction rolled back): $error";
1451 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1452 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1453 # card/check/lec info has changed, want to retry realtime_ invoice events
1454 my $error = $self->retry_realtime;
1456 $dbh->rollback if $oldAutoCommit;
1461 unless ( $import || $skip_fuzzyfiles ) {
1462 $error = $self->queue_fuzzyfiles_update;
1464 $dbh->rollback if $oldAutoCommit;
1465 return "updating fuzzy search cache: $error";
1469 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1474 =item queue_fuzzyfiles_update
1476 Used by insert & replace to update the fuzzy search cache
1480 sub queue_fuzzyfiles_update {
1483 local $SIG{HUP} = 'IGNORE';
1484 local $SIG{INT} = 'IGNORE';
1485 local $SIG{QUIT} = 'IGNORE';
1486 local $SIG{TERM} = 'IGNORE';
1487 local $SIG{TSTP} = 'IGNORE';
1488 local $SIG{PIPE} = 'IGNORE';
1490 my $oldAutoCommit = $FS::UID::AutoCommit;
1491 local $FS::UID::AutoCommit = 0;
1494 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1495 my $error = $queue->insert( map $self->getfield($_),
1496 qw(first last company)
1499 $dbh->rollback if $oldAutoCommit;
1500 return "queueing job (transaction rolled back): $error";
1503 if ( $self->ship_last ) {
1504 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1505 $error = $queue->insert( map $self->getfield("ship_$_"),
1506 qw(first last company)
1509 $dbh->rollback if $oldAutoCommit;
1510 return "queueing job (transaction rolled back): $error";
1514 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1521 Checks all fields to make sure this is a valid customer record. If there is
1522 an error, returns the error, otherwise returns false. Called by the insert
1523 and replace methods.
1530 warn "$me check BEFORE: \n". $self->_dump
1534 $self->ut_numbern('custnum')
1535 || $self->ut_number('agentnum')
1536 || $self->ut_textn('agent_custid')
1537 || $self->ut_number('refnum')
1538 || $self->ut_textn('custbatch')
1539 || $self->ut_name('last')
1540 || $self->ut_name('first')
1541 || $self->ut_snumbern('birthdate')
1542 || $self->ut_snumbern('signupdate')
1543 || $self->ut_textn('company')
1544 || $self->ut_text('address1')
1545 || $self->ut_textn('address2')
1546 || $self->ut_text('city')
1547 || $self->ut_textn('county')
1548 || $self->ut_textn('state')
1549 || $self->ut_country('country')
1550 || $self->ut_anything('comments')
1551 || $self->ut_numbern('referral_custnum')
1552 || $self->ut_textn('stateid')
1553 || $self->ut_textn('stateid_state')
1554 || $self->ut_textn('invoice_terms')
1555 || $self->ut_alphan('geocode')
1556 || $self->ut_floatn('cdr_termination_percentage')
1559 #barf. need message catalogs. i18n. etc.
1560 $error .= "Please select an advertising source."
1561 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1562 return $error if $error;
1564 return "Unknown agent"
1565 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1567 return "Unknown refnum"
1568 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1570 return "Unknown referring custnum: ". $self->referral_custnum
1571 unless ! $self->referral_custnum
1572 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1574 if ( $self->censustract ne '' ) {
1575 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1576 or return "Illegal census tract: ". $self->censustract;
1578 $self->censustract("$1.$2");
1581 if ( $self->ss eq '' ) {
1586 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1587 or return "Illegal social security number: ". $self->ss;
1588 $self->ss("$1-$2-$3");
1592 # bad idea to disable, causes billing to fail because of no tax rates later
1593 # unless ( $import ) {
1594 unless ( qsearch('cust_main_county', {
1595 'country' => $self->country,
1598 return "Unknown state/county/country: ".
1599 $self->state. "/". $self->county. "/". $self->country
1600 unless qsearch('cust_main_county',{
1601 'state' => $self->state,
1602 'county' => $self->county,
1603 'country' => $self->country,
1609 $self->ut_phonen('daytime', $self->country)
1610 || $self->ut_phonen('night', $self->country)
1611 || $self->ut_phonen('fax', $self->country)
1612 || $self->ut_zip('zip', $self->country)
1614 return $error if $error;
1616 if ( $conf->exists('cust_main-require_phone')
1617 && ! length($self->daytime) && ! length($self->night)
1620 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1622 : FS::Msgcat::_gettext('daytime');
1623 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1625 : FS::Msgcat::_gettext('night');
1627 return "$daytime_label or $night_label is required"
1631 if ( $self->has_ship_address
1632 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1633 $self->addr_fields )
1637 $self->ut_name('ship_last')
1638 || $self->ut_name('ship_first')
1639 || $self->ut_textn('ship_company')
1640 || $self->ut_text('ship_address1')
1641 || $self->ut_textn('ship_address2')
1642 || $self->ut_text('ship_city')
1643 || $self->ut_textn('ship_county')
1644 || $self->ut_textn('ship_state')
1645 || $self->ut_country('ship_country')
1647 return $error if $error;
1649 #false laziness with above
1650 unless ( qsearchs('cust_main_county', {
1651 'country' => $self->ship_country,
1654 return "Unknown ship_state/ship_county/ship_country: ".
1655 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1656 unless qsearch('cust_main_county',{
1657 'state' => $self->ship_state,
1658 'county' => $self->ship_county,
1659 'country' => $self->ship_country,
1665 $self->ut_phonen('ship_daytime', $self->ship_country)
1666 || $self->ut_phonen('ship_night', $self->ship_country)
1667 || $self->ut_phonen('ship_fax', $self->ship_country)
1668 || $self->ut_zip('ship_zip', $self->ship_country)
1670 return $error if $error;
1672 return "Unit # is required."
1673 if $self->ship_address2 =~ /^\s*$/
1674 && $conf->exists('cust_main-require_address2');
1676 } else { # ship_ info eq billing info, so don't store dup info in database
1678 $self->setfield("ship_$_", '')
1679 foreach $self->addr_fields;
1681 return "Unit # is required."
1682 if $self->address2 =~ /^\s*$/
1683 && $conf->exists('cust_main-require_address2');
1687 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1688 # or return "Illegal payby: ". $self->payby;
1690 FS::payby->can_payby($self->table, $self->payby)
1691 or return "Illegal payby: ". $self->payby;
1693 $error = $self->ut_numbern('paystart_month')
1694 || $self->ut_numbern('paystart_year')
1695 || $self->ut_numbern('payissue')
1696 || $self->ut_textn('paytype')
1698 return $error if $error;
1700 if ( $self->payip eq '' ) {
1703 $error = $self->ut_ip('payip');
1704 return $error if $error;
1707 # If it is encrypted and the private key is not availaible then we can't
1708 # check the credit card.
1710 my $check_payinfo = 1;
1712 if ($self->is_encrypted($self->payinfo)) {
1716 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1718 my $payinfo = $self->payinfo;
1719 $payinfo =~ s/\D//g;
1720 $payinfo =~ /^(\d{13,16})$/
1721 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1723 $self->payinfo($payinfo);
1725 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1727 return gettext('unknown_card_type')
1728 if cardtype($self->payinfo) eq "Unknown";
1730 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1732 return 'Banned credit card: banned on '.
1733 time2str('%a %h %o at %r', $ban->_date).
1734 ' by '. $ban->otaker.
1735 ' (ban# '. $ban->bannum. ')';
1738 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1739 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1740 $self->paycvv =~ /^(\d{4})$/
1741 or return "CVV2 (CID) for American Express cards is four digits.";
1744 $self->paycvv =~ /^(\d{3})$/
1745 or return "CVV2 (CVC2/CID) is three digits.";
1752 my $cardtype = cardtype($payinfo);
1753 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1755 return "Start date or issue number is required for $cardtype cards"
1756 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1758 return "Start month must be between 1 and 12"
1759 if $self->paystart_month
1760 and $self->paystart_month < 1 || $self->paystart_month > 12;
1762 return "Start year must be 1990 or later"
1763 if $self->paystart_year
1764 and $self->paystart_year < 1990;
1766 return "Issue number must be beween 1 and 99"
1768 and $self->payissue < 1 || $self->payissue > 99;
1771 $self->paystart_month('');
1772 $self->paystart_year('');
1773 $self->payissue('');
1776 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1778 my $payinfo = $self->payinfo;
1779 $payinfo =~ s/[^\d\@]//g;
1780 if ( $conf->exists('echeck-nonus') ) {
1781 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1782 $payinfo = "$1\@$2";
1784 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1785 $payinfo = "$1\@$2";
1787 $self->payinfo($payinfo);
1790 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1792 return 'Banned ACH account: banned on '.
1793 time2str('%a %h %o at %r', $ban->_date).
1794 ' by '. $ban->otaker.
1795 ' (ban# '. $ban->bannum. ')';
1798 } elsif ( $self->payby eq 'LECB' ) {
1800 my $payinfo = $self->payinfo;
1801 $payinfo =~ s/\D//g;
1802 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1804 $self->payinfo($payinfo);
1807 } elsif ( $self->payby eq 'BILL' ) {
1809 $error = $self->ut_textn('payinfo');
1810 return "Illegal P.O. number: ". $self->payinfo if $error;
1813 } elsif ( $self->payby eq 'COMP' ) {
1815 my $curuser = $FS::CurrentUser::CurrentUser;
1816 if ( ! $self->custnum
1817 && ! $curuser->access_right('Complimentary customer')
1820 return "You are not permitted to create complimentary accounts."
1823 $error = $self->ut_textn('payinfo');
1824 return "Illegal comp account issuer: ". $self->payinfo if $error;
1827 } elsif ( $self->payby eq 'PREPAY' ) {
1829 my $payinfo = $self->payinfo;
1830 $payinfo =~ s/\W//g; #anything else would just confuse things
1831 $self->payinfo($payinfo);
1832 $error = $self->ut_alpha('payinfo');
1833 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1834 return "Unknown prepayment identifier"
1835 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1840 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1841 return "Expiration date required"
1842 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1846 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1847 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1848 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1849 ( $m, $y ) = ( $2, "19$1" );
1850 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $3, "20$2" );
1853 return "Illegal expiration date: ". $self->paydate;
1855 $self->paydate("$y-$m-01");
1856 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1857 return gettext('expired_card')
1859 && !$ignore_expired_card
1860 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1863 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1864 ( ! $conf->exists('require_cardname')
1865 || $self->payby !~ /^(CARD|DCRD)$/ )
1867 $self->payname( $self->first. " ". $self->getfield('last') );
1869 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1870 or return gettext('illegal_name'). " payname: ". $self->payname;
1874 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1875 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1879 $self->otaker(getotaker) unless $self->otaker;
1881 warn "$me check AFTER: \n". $self->_dump
1884 $self->SUPER::check;
1889 Returns a list of fields which have ship_ duplicates.
1894 qw( last first company
1895 address1 address2 city county state zip country
1900 =item has_ship_address
1902 Returns true if this customer record has a separate shipping address.
1906 sub has_ship_address {
1908 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1911 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1913 Returns all packages (see L<FS::cust_pkg>) for this customer.
1919 my $extra_qsearch = ref($_[0]) ? shift : {};
1921 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1924 if ( $self->{'_pkgnum'} ) {
1925 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1927 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1930 sort sort_packages @cust_pkg;
1935 Synonym for B<all_pkgs>.
1940 shift->all_pkgs(@_);
1945 Returns all locations (see L<FS::cust_location>) for this customer.
1951 qsearch('cust_location', { 'custnum' => $self->custnum } );
1954 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1956 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1960 sub ncancelled_pkgs {
1962 my $extra_qsearch = ref($_[0]) ? shift : {};
1964 return $self->num_ncancelled_pkgs unless wantarray;
1967 if ( $self->{'_pkgnum'} ) {
1969 warn "$me ncancelled_pkgs: returning cached objects"
1972 @cust_pkg = grep { ! $_->getfield('cancel') }
1973 values %{ $self->{'_pkgnum'}->cache };
1977 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1978 $self->custnum. "\n"
1981 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1983 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1987 sort sort_packages @cust_pkg;
1993 my $extra_qsearch = ref($_[0]) ? shift : {};
1995 $extra_qsearch->{'select'} ||= '*';
1996 $extra_qsearch->{'select'} .=
1997 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2001 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2006 'table' => 'cust_pkg',
2007 'hashref' => { 'custnum' => $self->custnum },
2012 # This should be generalized to use config options to determine order.
2015 if ( $a->get('cancel') xor $b->get('cancel') ) {
2016 return -1 if $b->get('cancel');
2017 return 1 if $a->get('cancel');
2018 #shouldn't get here...
2021 my $a_num_cust_svc = $a->num_cust_svc;
2022 my $b_num_cust_svc = $b->num_cust_svc;
2023 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2024 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2025 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2026 my @a_cust_svc = $a->cust_svc;
2027 my @b_cust_svc = $b->cust_svc;
2028 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2033 =item suspended_pkgs
2035 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2039 sub suspended_pkgs {
2041 grep { $_->susp } $self->ncancelled_pkgs;
2044 =item unflagged_suspended_pkgs
2046 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2047 customer (thouse packages without the `manual_flag' set).
2051 sub unflagged_suspended_pkgs {
2053 return $self->suspended_pkgs
2054 unless dbdef->table('cust_pkg')->column('manual_flag');
2055 grep { ! $_->manual_flag } $self->suspended_pkgs;
2058 =item unsuspended_pkgs
2060 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2065 sub unsuspended_pkgs {
2067 grep { ! $_->susp } $self->ncancelled_pkgs;
2070 =item next_bill_date
2072 Returns the next date this customer will be billed, as a UNIX timestamp, or
2073 undef if no active package has a next bill date.
2077 sub next_bill_date {
2079 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2082 =item num_cancelled_pkgs
2084 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2089 sub num_cancelled_pkgs {
2090 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2093 sub num_ncancelled_pkgs {
2094 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2098 my( $self ) = shift;
2099 my $sql = scalar(@_) ? shift : '';
2100 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2101 my $sth = dbh->prepare(
2102 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2103 ) or die dbh->errstr;
2104 $sth->execute($self->custnum) or die $sth->errstr;
2105 $sth->fetchrow_arrayref->[0];
2110 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2111 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2112 on success or a list of errors.
2118 grep { $_->unsuspend } $self->suspended_pkgs;
2123 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2125 Returns a list: an empty list on success or a list of errors.
2131 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2134 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2136 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2137 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2138 of a list of pkgparts; the hashref has the following keys:
2142 =item pkgparts - listref of pkgparts
2144 =item (other options are passed to the suspend method)
2149 Returns a list: an empty list on success or a list of errors.
2153 sub suspend_if_pkgpart {
2155 my (@pkgparts, %opt);
2156 if (ref($_[0]) eq 'HASH'){
2157 @pkgparts = @{$_[0]{pkgparts}};
2162 grep { $_->suspend(%opt) }
2163 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2164 $self->unsuspended_pkgs;
2167 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2169 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2170 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2171 instead of a list of pkgparts; the hashref has the following keys:
2175 =item pkgparts - listref of pkgparts
2177 =item (other options are passed to the suspend method)
2181 Returns a list: an empty list on success or a list of errors.
2185 sub suspend_unless_pkgpart {
2187 my (@pkgparts, %opt);
2188 if (ref($_[0]) eq 'HASH'){
2189 @pkgparts = @{$_[0]{pkgparts}};
2194 grep { $_->suspend(%opt) }
2195 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2196 $self->unsuspended_pkgs;
2199 =item cancel [ OPTION => VALUE ... ]
2201 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2203 Available options are:
2207 =item quiet - can be set true to supress email cancellation notices.
2209 =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.
2211 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2213 =item nobill - can be set true to skip billing if it might otherwise be done.
2217 Always returns a list: an empty list on success or a list of errors.
2221 # nb that dates are not specified as valid options to this method
2224 my( $self, %opt ) = @_;
2226 warn "$me cancel called on customer ". $self->custnum. " with options ".
2227 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2230 return ( 'access denied' )
2231 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2233 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2235 #should try decryption (we might have the private key)
2236 # and if not maybe queue a job for the server that does?
2237 return ( "Can't (yet) ban encrypted credit cards" )
2238 if $self->is_encrypted($self->payinfo);
2240 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2241 my $error = $ban->insert;
2242 return ( $error ) if $error;
2246 my @pkgs = $self->ncancelled_pkgs;
2248 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2250 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2251 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2255 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2256 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2259 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2262 sub _banned_pay_hashref {
2273 'payby' => $payby2ban{$self->payby},
2274 'payinfo' => md5_base64($self->payinfo),
2275 #don't ever *search* on reason! #'reason' =>
2281 Returns all notes (see L<FS::cust_main_note>) for this customer.
2288 qsearch( 'cust_main_note',
2289 { 'custnum' => $self->custnum },
2291 'ORDER BY _DATE DESC'
2297 Returns the agent (see L<FS::agent>) for this customer.
2303 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2306 =item bill_and_collect
2308 Cancels and suspends any packages due, generates bills, applies payments and
2311 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2313 Options are passed as name-value pairs. Currently available options are:
2319 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:
2323 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2327 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.
2331 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2335 If set true, re-charges setup fees.
2339 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)
2343 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2344 options of those methods are also available.
2348 sub bill_and_collect {
2349 my( $self, %options ) = @_;
2351 #$options{actual_time} not $options{time} because freeside-daily -d is for
2352 #pre-printing invoices
2353 $self->cancel_expired_pkgs( $options{actual_time} );
2354 $self->suspend_adjourned_pkgs( $options{actual_time} );
2356 my $error = $self->bill( %options );
2357 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2359 $self->apply_payments_and_credits;
2361 unless ( $conf->exists('cancelled_cust-noevents')
2362 && ! $self->num_ncancelled_pkgs
2365 $error = $self->collect( %options );
2366 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2372 sub cancel_expired_pkgs {
2373 my ( $self, $time ) = @_;
2375 my @cancel_pkgs = $self->ncancelled_pkgs( {
2376 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2379 foreach my $cust_pkg ( @cancel_pkgs ) {
2380 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2381 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2382 'reason_otaker' => $cpr->otaker
2386 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2387 " for custnum ". $self->custnum. ": $error"
2393 sub suspend_adjourned_pkgs {
2394 my ( $self, $time ) = @_;
2396 my @susp_pkgs = $self->ncancelled_pkgs( {
2398 " AND ( susp IS NULL OR susp = 0 )
2399 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2400 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2405 #only because there's no SQL test for is_prepaid :/
2407 grep { ( $_->part_pkg->is_prepaid
2412 && $_->adjourn <= $time
2418 foreach my $cust_pkg ( @susp_pkgs ) {
2419 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2420 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2421 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2422 'reason_otaker' => $cpr->otaker
2427 warn "Error suspending package ". $cust_pkg->pkgnum.
2428 " for custnum ". $self->custnum. ": $error"
2436 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2437 conjunction with the collect method by calling B<bill_and_collect>.
2439 If there is an error, returns the error, otherwise returns false.
2441 Options are passed as name-value pairs. Currently available options are:
2447 If set true, re-charges setup fees.
2451 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:
2455 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2459 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2461 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2465 A hashref of pkgparts to exclude from this billing run.
2469 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.
2473 This boolean value informs the us that the package is being cancelled. This
2474 typically might mean not charging the normal recurring fee but only usage
2475 fees since the last billing. Setup charges may be charged. Not all package
2476 plans support this feature (they tend to charge 0).
2483 my( $self, %options ) = @_;
2484 return '' if $self->payby eq 'COMP';
2485 warn "$me bill customer ". $self->custnum. "\n"
2488 my $time = $options{'time'} || time;
2489 my $invoice_time = $options{'invoice_time'} || $time;
2491 $options{'not_pkgpart'} ||= {};
2493 local $SIG{HUP} = 'IGNORE';
2494 local $SIG{INT} = 'IGNORE';
2495 local $SIG{QUIT} = 'IGNORE';
2496 local $SIG{TERM} = 'IGNORE';
2497 local $SIG{TSTP} = 'IGNORE';
2498 local $SIG{PIPE} = 'IGNORE';
2500 my $oldAutoCommit = $FS::UID::AutoCommit;
2501 local $FS::UID::AutoCommit = 0;
2504 $self->select_for_update; #mutex
2506 my $error = $self->do_cust_event(
2507 'debug' => ( $options{'debug'} || 0 ),
2508 'time' => $invoice_time,
2509 'check_freq' => $options{'check_freq'},
2510 'stage' => 'pre-bill',
2513 $dbh->rollback if $oldAutoCommit;
2517 my @cust_bill_pkg = ();
2520 # find the packages which are due for billing, find out how much they are
2521 # & generate invoice database.
2524 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2526 my @precommit_hooks = ();
2528 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2529 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2531 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2533 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2535 #? to avoid use of uninitialized value errors... ?
2536 $cust_pkg->setfield('bill', '')
2537 unless defined($cust_pkg->bill);
2539 #my $part_pkg = $cust_pkg->part_pkg;
2541 my $real_pkgpart = $cust_pkg->pkgpart;
2542 my %hash = $cust_pkg->hash;
2544 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2546 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2549 $self->_make_lines( 'part_pkg' => $part_pkg,
2550 'cust_pkg' => $cust_pkg,
2551 'precommit_hooks' => \@precommit_hooks,
2552 'line_items' => \@cust_bill_pkg,
2553 'setup' => \$total_setup,
2554 'recur' => \$total_recur,
2555 'tax_matrix' => \%taxlisthash,
2557 'real_pkgpart' => $real_pkgpart,
2558 'options' => \%options,
2561 $dbh->rollback if $oldAutoCommit;
2565 } #foreach my $part_pkg
2567 } #foreach my $cust_pkg
2569 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2570 #but do commit any package date cycling that happened
2571 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2575 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2576 !$conf->exists('postal_invoice-recurring_only')
2580 my $postal_pkg = $self->charge_postal_fee();
2581 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2583 $dbh->rollback if $oldAutoCommit;
2584 return "can't charge postal invoice fee for customer ".
2585 $self->custnum. ": $postal_pkg";
2587 } elsif ( $postal_pkg ) {
2589 my $real_pkgpart = $postal_pkg->pkgpart;
2590 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2591 my %postal_options = %options;
2592 delete $postal_options{cancel};
2594 $self->_make_lines( 'part_pkg' => $part_pkg,
2595 'cust_pkg' => $postal_pkg,
2596 'precommit_hooks' => \@precommit_hooks,
2597 'line_items' => \@cust_bill_pkg,
2598 'setup' => \$total_setup,
2599 'recur' => \$total_recur,
2600 'tax_matrix' => \%taxlisthash,
2602 'real_pkgpart' => $real_pkgpart,
2603 'options' => \%postal_options,
2606 $dbh->rollback if $oldAutoCommit;
2615 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2617 # keys are tax names (as printed on invoices / itemdesc )
2618 # values are listrefs of taxlisthash keys (internal identifiers)
2621 # keys are taxlisthash keys (internal identifiers)
2622 # values are (cumulative) amounts
2625 # keys are taxlisthash keys (internal identifiers)
2626 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2627 my %tax_location = ();
2629 # keys are taxlisthash keys (internal identifiers)
2630 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2631 my %tax_rate_location = ();
2633 foreach my $tax ( keys %taxlisthash ) {
2634 my $tax_object = shift @{ $taxlisthash{$tax} };
2635 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2636 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2637 my $hashref_or_error =
2638 $tax_object->taxline( $taxlisthash{$tax},
2639 'custnum' => $self->custnum,
2640 'invoice_time' => $invoice_time
2642 unless ( ref($hashref_or_error) ) {
2643 $dbh->rollback if $oldAutoCommit;
2644 return $hashref_or_error;
2646 unshift @{ $taxlisthash{$tax} }, $tax_object;
2648 my $name = $hashref_or_error->{'name'};
2649 my $amount = $hashref_or_error->{'amount'};
2651 #warn "adding $amount as $name\n";
2652 $taxname{ $name } ||= [];
2653 push @{ $taxname{ $name } }, $tax;
2655 $tax{ $tax } += $amount;
2657 $tax_location{ $tax } ||= [];
2658 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2659 push @{ $tax_location{ $tax } },
2661 'taxnum' => $tax_object->taxnum,
2662 'taxtype' => ref($tax_object),
2663 'pkgnum' => $tax_object->get('pkgnum'),
2664 'locationnum' => $tax_object->get('locationnum'),
2665 'amount' => sprintf('%.2f', $amount ),
2669 $tax_rate_location{ $tax } ||= [];
2670 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2671 my $taxratelocationnum =
2672 $tax_object->tax_rate_location->taxratelocationnum;
2673 push @{ $tax_rate_location{ $tax } },
2675 'taxnum' => $tax_object->taxnum,
2676 'taxtype' => ref($tax_object),
2677 'amount' => sprintf('%.2f', $amount ),
2678 'locationtaxid' => $tax_object->location,
2679 'taxratelocationnum' => $taxratelocationnum,
2685 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2686 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2687 foreach my $tax ( keys %taxlisthash ) {
2688 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2689 next unless ref($_) eq 'FS::cust_bill_pkg';
2691 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2692 splice( @{ $_->_cust_tax_exempt_pkg } );
2696 #consolidate and create tax line items
2697 warn "consolidating and generating...\n" if $DEBUG > 2;
2698 foreach my $taxname ( keys %taxname ) {
2701 my @cust_bill_pkg_tax_location = ();
2702 my @cust_bill_pkg_tax_rate_location = ();
2703 warn "adding $taxname\n" if $DEBUG > 1;
2704 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2705 next if $seen{$taxitem}++;
2706 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2707 $tax += $tax{$taxitem};
2708 push @cust_bill_pkg_tax_location,
2709 map { new FS::cust_bill_pkg_tax_location $_ }
2710 @{ $tax_location{ $taxitem } };
2711 push @cust_bill_pkg_tax_rate_location,
2712 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2713 @{ $tax_rate_location{ $taxitem } };
2717 $tax = sprintf('%.2f', $tax );
2718 $total_setup = sprintf('%.2f', $total_setup+$tax );
2720 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2726 if ( $pkg_category and
2727 $conf->config('invoice_latexsummary') ||
2728 $conf->config('invoice_htmlsummary')
2732 my %hash = ( 'section' => $pkg_category->categoryname );
2733 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2737 push @cust_bill_pkg, new FS::cust_bill_pkg {
2743 'itemdesc' => $taxname,
2744 'display' => \@display,
2745 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2746 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2751 #add tax adjustments
2752 warn "adding tax adjustments...\n" if $DEBUG > 2;
2753 foreach my $cust_tax_adjustment (
2754 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2760 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2761 $total_setup = sprintf('%.2f', $total_setup+$tax );
2763 my $itemdesc = $cust_tax_adjustment->taxname;
2764 $itemdesc = '' if $itemdesc eq 'Tax';
2766 push @cust_bill_pkg, new FS::cust_bill_pkg {
2772 'itemdesc' => $itemdesc,
2773 'itemcomment' => $cust_tax_adjustment->comment,
2774 'cust_tax_adjustment' => $cust_tax_adjustment,
2775 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2780 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2782 my @cust_bill = $self->cust_bill;
2783 my $balance = $self->balance;
2784 my $previous_balance = scalar(@cust_bill)
2785 ? $cust_bill[$#cust_bill]->billing_balance
2788 $previous_balance += $cust_bill[$#cust_bill]->charged
2789 if scalar(@cust_bill);
2790 #my $balance_adjustments =
2791 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2793 #create the new invoice
2794 my $cust_bill = new FS::cust_bill ( {
2795 'custnum' => $self->custnum,
2796 '_date' => ( $invoice_time ),
2797 'charged' => $charged,
2798 'billing_balance' => $balance,
2799 'previous_balance' => $previous_balance,
2801 $error = $cust_bill->insert;
2803 $dbh->rollback if $oldAutoCommit;
2804 return "can't create invoice for customer #". $self->custnum. ": $error";
2807 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2808 $cust_bill_pkg->invnum($cust_bill->invnum);
2809 my $error = $cust_bill_pkg->insert;
2811 $dbh->rollback if $oldAutoCommit;
2812 return "can't create invoice line item: $error";
2817 foreach my $hook ( @precommit_hooks ) {
2819 &{$hook}; #($self) ?
2822 $dbh->rollback if $oldAutoCommit;
2823 return "$@ running precommit hook $hook\n";
2827 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2833 my ($self, %params) = @_;
2835 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2836 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2837 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2838 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2839 my $total_setup = $params{setup} or die "no setup accumulator specified";
2840 my $total_recur = $params{recur} or die "no recur accumulator specified";
2841 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2842 my $time = $params{'time'} or die "no time specified";
2843 my (%options) = %{$params{options}};
2846 my $real_pkgpart = $params{real_pkgpart};
2847 my %hash = $cust_pkg->hash;
2848 my $old_cust_pkg = new FS::cust_pkg \%hash;
2854 $cust_pkg->pkgpart($part_pkg->pkgpart);
2862 if ( $options{'resetup'}
2863 || ( ! $cust_pkg->setup
2864 && ( ! $cust_pkg->start_date
2865 || $cust_pkg->start_date <= $time
2867 && ( ! $conf->exists('disable_setup_suspended_pkgs')
2868 || ( $conf->exists('disable_setup_suspended_pkgs') &&
2869 ! $cust_pkg->getfield('susp')
2876 warn " bill setup\n" if $DEBUG > 1;
2879 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2880 return "$@ running calc_setup for $cust_pkg\n"
2883 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2885 $cust_pkg->setfield('setup', $time)
2886 unless $cust_pkg->setup;
2887 #do need it, but it won't get written to the db
2888 #|| $cust_pkg->pkgpart != $real_pkgpart;
2890 $cust_pkg->setfield('start_date', '')
2891 if $cust_pkg->start_date;
2896 # bill recurring fee
2899 #XXX unit stuff here too
2903 if ( ! $cust_pkg->get('susp')
2904 and ! $cust_pkg->get('start_date')
2905 and ( $part_pkg->getfield('freq') ne '0'
2906 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2908 || ( $part_pkg->plan eq 'voip_cdr'
2909 && $part_pkg->option('bill_every_call')
2911 || ( $options{cancel} )
2914 # XXX should this be a package event? probably. events are called
2915 # at collection time at the moment, though...
2916 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2917 if $part_pkg->can('reset_usage');
2918 #don't want to reset usage just cause we want a line item??
2919 #&& $part_pkg->pkgpart == $real_pkgpart;
2921 warn " bill recur\n" if $DEBUG > 1;
2924 # XXX shared with $recur_prog
2925 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
2929 #over two params! lets at least switch to a hashref for the rest...
2930 my $increment_next_bill = ( $part_pkg->freq ne '0'
2931 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2932 && !$options{cancel}
2934 my %param = ( 'precommit_hooks' => $precommit_hooks,
2935 'increment_next_bill' => $increment_next_bill,
2938 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
2939 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
2940 return "$@ running $method for $cust_pkg\n"
2943 if ( $increment_next_bill ) {
2945 my $next_bill = $part_pkg->add_freq($sdate);
2946 return "unparsable frequency: ". $part_pkg->freq
2947 if $next_bill == -1;
2949 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2950 # only for figuring next bill date, nothing else, so, reset $sdate again
2952 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2953 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2954 $cust_pkg->last_bill($sdate);
2956 $cust_pkg->setfield('bill', $next_bill );
2962 warn "\$setup is undefined" unless defined($setup);
2963 warn "\$recur is undefined" unless defined($recur);
2964 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2967 # If there's line items, create em cust_bill_pkg records
2968 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2973 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2974 # hmm.. and if just the options are modified in some weird price plan?
2976 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2979 my $error = $cust_pkg->replace( $old_cust_pkg,
2980 'options' => { $cust_pkg->options },
2982 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2983 if $error; #just in case
2986 $setup = sprintf( "%.2f", $setup );
2987 $recur = sprintf( "%.2f", $recur );
2988 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2989 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2991 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2992 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2995 if ( $setup != 0 || $recur != 0 ) {
2997 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3000 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3002 warn " adding customer package invoice detail: $_\n"
3003 foreach @cust_pkg_detail;
3005 push @details, @cust_pkg_detail;
3007 my $cust_bill_pkg = new FS::cust_bill_pkg {
3008 'pkgnum' => $cust_pkg->pkgnum,
3010 'unitsetup' => $unitsetup,
3012 'unitrecur' => $unitrecur,
3013 'quantity' => $cust_pkg->quantity,
3014 'details' => \@details,
3015 'hidden' => $part_pkg->hidden,
3018 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3019 $cust_bill_pkg->sdate( $hash{last_bill} );
3020 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3021 $cust_bill_pkg->edate( $time ) if $options{cancel};
3022 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3023 $cust_bill_pkg->sdate( $sdate );
3024 $cust_bill_pkg->edate( $cust_pkg->bill );
3025 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3028 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3029 unless $part_pkg->pkgpart == $real_pkgpart;
3031 $$total_setup += $setup;
3032 $$total_recur += $recur;
3039 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart);
3040 return $error if $error;
3042 push @$cust_bill_pkgs, $cust_bill_pkg;
3044 } #if $setup != 0 || $recur != 0
3054 my $part_pkg = shift;
3055 my $taxlisthash = shift;
3056 my $cust_bill_pkg = shift;
3057 my $cust_pkg = shift;
3058 my $invoice_time = shift;
3059 my $real_pkgpart = shift;
3061 my %cust_bill_pkg = ();
3065 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3066 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3067 push @classes, 'setup' if $cust_bill_pkg->setup;
3068 push @classes, 'recur' if $cust_bill_pkg->recur;
3070 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3072 if ( $conf->exists('enable_taxproducts')
3073 && ( scalar($part_pkg->part_pkg_taxoverride)
3074 || $part_pkg->has_taxproduct
3079 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3080 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3083 foreach my $class (@classes) {
3084 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3085 return $err_or_ref unless ref($err_or_ref);
3086 $taxes{$class} = $err_or_ref;
3089 unless (exists $taxes{''}) {
3090 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3091 return $err_or_ref unless ref($err_or_ref);
3092 $taxes{''} = $err_or_ref;
3097 my @loc_keys = qw( state county country );
3099 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3100 my $cust_location = $cust_pkg->cust_location;
3101 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3104 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3107 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3110 $taxhash{'taxclass'} = $part_pkg->taxclass;
3112 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3114 my %taxhash_elim = %taxhash;
3116 my @elim = qw( taxclass county state );
3117 while ( !scalar(@taxes) && scalar(@elim) ) {
3118 $taxhash_elim{ shift(@elim) } = '';
3119 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3122 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3124 if $self->cust_main_exemption; #just to be safe
3126 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3128 $_->set('pkgnum', $cust_pkg->pkgnum );
3129 $_->set('locationnum', $cust_pkg->locationnum );
3133 $taxes{''} = [ @taxes ];
3134 $taxes{'setup'} = [ @taxes ];
3135 $taxes{'recur'} = [ @taxes ];
3136 $taxes{$_} = [ @taxes ] foreach (@classes);
3138 # # maybe eliminate this entirely, along with all the 0% records
3139 # unless ( @taxes ) {
3141 # "fatal: can't find tax rate for state/county/country/taxclass ".
3142 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3145 } #if $conf->exists('enable_taxproducts') ...
3150 if ( $conf->exists('separate_usage') || $cust_bill_pkg->hidden ) {
3152 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3153 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3154 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3157 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3158 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3159 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3160 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3162 if ($section && $summary) {
3163 push @display, new FS::cust_bill_pkg_display { type => 'U',
3167 $hash{post_total} = 'Y';
3170 $hash{section} = $section if $conf->exists('separate_usage');
3171 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3174 $cust_bill_pkg->set('display', \@display);
3176 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3177 foreach my $key (keys %tax_cust_bill_pkg) {
3178 my @taxes = @{ $taxes{$key} || [] };
3179 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3181 my %localtaxlisthash = ();
3182 foreach my $tax ( @taxes ) {
3184 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3185 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3186 # ' locationnum'. $cust_pkg->locationnum
3187 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3189 $taxlisthash->{ $taxname } ||= [ $tax ];
3190 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3192 $localtaxlisthash{ $taxname } ||= [ $tax ];
3193 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3197 warn "finding taxed taxes...\n" if $DEBUG > 2;
3198 foreach my $tax ( keys %localtaxlisthash ) {
3199 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3200 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3202 next unless $tax_object->can('tax_on_tax');
3204 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3205 my $totname = ref( $tot ). ' '. $tot->taxnum;
3207 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3209 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3211 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3212 my $hashref_or_error =
3213 $tax_object->taxline( $localtaxlisthash{$tax},
3214 'custnum' => $self->custnum,
3215 'invoice_time' => $invoice_time,
3217 return $hashref_or_error
3218 unless ref($hashref_or_error);
3220 $taxlisthash->{ $totname } ||= [ $tot ];
3221 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3233 my $part_pkg = shift;
3237 my $geocode = $self->geocode('cch');
3239 my @taxclassnums = map { $_->taxclassnum }
3240 $part_pkg->part_pkg_taxoverride($class);
3242 unless (@taxclassnums) {
3243 @taxclassnums = map { $_->taxclassnum }
3244 grep { $_->taxable eq 'Y' }
3245 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3247 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3252 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3254 @taxes = qsearch({ 'table' => 'tax_rate',
3255 'hashref' => { 'geocode' => $geocode, },
3256 'extra_sql' => $extra_sql,
3258 if scalar(@taxclassnums);
3260 warn "Found taxes ".
3261 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3268 =item collect [ HASHREF | OPTION => VALUE ... ]
3270 (Attempt to) collect money for this customer's outstanding invoices (see
3271 L<FS::cust_bill>). Usually used after the bill method.
3273 Actions are now triggered by billing events; see L<FS::part_event> and the
3274 billing events web interface. Old-style invoice events (see
3275 L<FS::part_bill_event>) have been deprecated.
3277 If there is an error, returns the error, otherwise returns false.
3279 Options are passed as name-value pairs.
3281 Currently available options are:
3287 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.
3291 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3295 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3299 set true to surpress email card/ACH decline notices.
3303 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)
3309 # allows for one time override of normal customer billing method
3314 my( $self, %options ) = @_;
3315 my $invoice_time = $options{'invoice_time'} || time;
3318 local $SIG{HUP} = 'IGNORE';
3319 local $SIG{INT} = 'IGNORE';
3320 local $SIG{QUIT} = 'IGNORE';
3321 local $SIG{TERM} = 'IGNORE';
3322 local $SIG{TSTP} = 'IGNORE';
3323 local $SIG{PIPE} = 'IGNORE';
3325 my $oldAutoCommit = $FS::UID::AutoCommit;
3326 local $FS::UID::AutoCommit = 0;
3329 $self->select_for_update; #mutex
3332 my $balance = $self->balance;
3333 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3336 if ( exists($options{'retry_card'}) ) {
3337 carp 'retry_card option passed to collect is deprecated; use retry';
3338 $options{'retry'} ||= $options{'retry_card'};
3340 if ( exists($options{'retry'}) && $options{'retry'} ) {
3341 my $error = $self->retry_realtime;
3343 $dbh->rollback if $oldAutoCommit;
3348 my $error = $self->do_cust_event(
3349 'debug' => ( $options{'debug'} || 0 ),
3350 'time' => $invoice_time,
3351 'check_freq' => $options{'check_freq'},
3352 'stage' => 'collect',
3355 $dbh->rollback if $oldAutoCommit;
3359 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3364 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3366 Runs billing events; see L<FS::part_event> and the billing events web
3369 If there is an error, returns the error, otherwise returns false.
3371 Options are passed as name-value pairs.
3373 Currently available options are:
3379 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.
3383 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3387 "collect" (the default) or "pre-bill"
3391 set true to surpress email card/ACH decline notices.
3395 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)
3401 # allows for one time override of normal customer billing method
3405 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3408 my( $self, %options ) = @_;
3409 my $time = $options{'time'} || time;
3412 local $SIG{HUP} = 'IGNORE';
3413 local $SIG{INT} = 'IGNORE';
3414 local $SIG{QUIT} = 'IGNORE';
3415 local $SIG{TERM} = 'IGNORE';
3416 local $SIG{TSTP} = 'IGNORE';
3417 local $SIG{PIPE} = 'IGNORE';
3419 my $oldAutoCommit = $FS::UID::AutoCommit;
3420 local $FS::UID::AutoCommit = 0;
3423 $self->select_for_update; #mutex
3426 my $balance = $self->balance;
3427 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3430 # if ( exists($options{'retry_card'}) ) {
3431 # carp 'retry_card option passed to collect is deprecated; use retry';
3432 # $options{'retry'} ||= $options{'retry_card'};
3434 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3435 # my $error = $self->retry_realtime;
3437 # $dbh->rollback if $oldAutoCommit;
3442 # false laziness w/pay_batch::import_results
3444 my $due_cust_event = $self->due_cust_event(
3445 'debug' => ( $options{'debug'} || 0 ),
3447 'check_freq' => $options{'check_freq'},
3448 'stage' => ( $options{'stage'} || 'collect' ),
3450 unless( ref($due_cust_event) ) {
3451 $dbh->rollback if $oldAutoCommit;
3452 return $due_cust_event;
3455 foreach my $cust_event ( @$due_cust_event ) {
3459 #re-eval event conditions (a previous event could have changed things)
3460 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3461 #don't leave stray "new/locked" records around
3462 my $error = $cust_event->delete;
3464 #gah, even with transactions
3465 $dbh->commit if $oldAutoCommit; #well.
3472 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3473 warn " running cust_event ". $cust_event->eventnum. "\n"
3477 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3478 if ( my $error = $cust_event->do_event() ) {
3479 #XXX wtf is this? figure out a proper dealio with return value
3481 # gah, even with transactions.
3482 $dbh->commit if $oldAutoCommit; #well.
3489 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3494 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3496 Inserts database records for and returns an ordered listref of new events due
3497 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3498 events are due, an empty listref is returned. If there is an error, returns a
3499 scalar error message.
3501 To actually run the events, call each event's test_condition method, and if
3502 still true, call the event's do_event method.
3504 Options are passed as a hashref or as a list of name-value pairs. Available
3511 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3515 "collect" (the default) or "pre-bill"
3519 "Current time" for the events.
3523 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3527 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3531 Explicitly pass the objects to be tested (typically used with eventtable).
3535 Set to true to return the objects, but not actually insert them into the
3542 sub due_cust_event {
3544 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3547 #my $DEBUG = $opt{'debug'}
3548 local($DEBUG) = $opt{'debug'}
3549 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3551 warn "$me due_cust_event called with options ".
3552 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3555 $opt{'time'} ||= time;
3557 local $SIG{HUP} = 'IGNORE';
3558 local $SIG{INT} = 'IGNORE';
3559 local $SIG{QUIT} = 'IGNORE';
3560 local $SIG{TERM} = 'IGNORE';
3561 local $SIG{TSTP} = 'IGNORE';
3562 local $SIG{PIPE} = 'IGNORE';
3564 my $oldAutoCommit = $FS::UID::AutoCommit;
3565 local $FS::UID::AutoCommit = 0;
3568 $self->select_for_update #mutex
3569 unless $opt{testonly};
3572 # find possible events (initial search)
3575 my @cust_event = ();
3577 my @eventtable = $opt{'eventtable'}
3578 ? ( $opt{'eventtable'} )
3579 : FS::part_event->eventtables_runorder;
3581 foreach my $eventtable ( @eventtable ) {
3584 if ( $opt{'objects'} ) {
3586 @objects = @{ $opt{'objects'} };
3590 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3591 @objects = ( $eventtable eq 'cust_main' )
3593 : ( $self->$eventtable() );
3597 my @e_cust_event = ();
3599 my $cross = "CROSS JOIN $eventtable";
3600 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3601 unless $eventtable eq 'cust_main';
3603 foreach my $object ( @objects ) {
3605 #this first search uses the condition_sql magic for optimization.
3606 #the more possible events we can eliminate in this step the better
3608 my $cross_where = '';
3609 my $pkey = $object->primary_key;
3610 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3612 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3614 FS::part_event_condition->where_conditions_sql( $eventtable,
3615 'time'=>$opt{'time'}
3617 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3619 $extra_sql = "AND $extra_sql" if $extra_sql;
3621 #here is the agent virtualization
3622 $extra_sql .= " AND ( part_event.agentnum IS NULL
3623 OR part_event.agentnum = ". $self->agentnum. ' )';
3625 $extra_sql .= " $order";
3627 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3628 if $opt{'debug'} > 2;
3629 my @part_event = qsearch( {
3630 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3631 'select' => 'part_event.*',
3632 'table' => 'part_event',
3633 'addl_from' => "$cross $join",
3634 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3635 'eventtable' => $eventtable,
3638 'extra_sql' => "AND $cross_where $extra_sql",
3642 my $pkey = $object->primary_key;
3643 warn " ". scalar(@part_event).
3644 " possible events found for $eventtable ". $object->$pkey(). "\n";
3647 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3651 warn " ". scalar(@e_cust_event).
3652 " subtotal possible cust events found for $eventtable\n"
3655 push @cust_event, @e_cust_event;
3659 warn " ". scalar(@cust_event).
3660 " total possible cust events found in initial search\n"
3668 $opt{stage} ||= 'collect';
3670 grep { my $stage = $_->part_event->event_stage;
3671 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3681 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3682 'stats_hashref' => \%unsat ),
3685 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3688 warn " invalid conditions not eliminated with condition_sql:\n".
3689 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3696 unless( $opt{testonly} ) {
3697 foreach my $cust_event ( @cust_event ) {
3699 my $error = $cust_event->insert();
3701 $dbh->rollback if $oldAutoCommit;
3708 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3714 warn " returning events: ". Dumper(@cust_event). "\n"
3721 =item retry_realtime
3723 Schedules realtime / batch credit card / electronic check / LEC billing
3724 events for for retry. Useful if card information has changed or manual
3725 retry is desired. The 'collect' method must be called to actually retry
3728 Implementation details: For either this customer, or for each of this
3729 customer's open invoices, changes the status of the first "done" (with
3730 statustext error) realtime processing event to "failed".
3734 sub retry_realtime {
3737 local $SIG{HUP} = 'IGNORE';
3738 local $SIG{INT} = 'IGNORE';
3739 local $SIG{QUIT} = 'IGNORE';
3740 local $SIG{TERM} = 'IGNORE';
3741 local $SIG{TSTP} = 'IGNORE';
3742 local $SIG{PIPE} = 'IGNORE';
3744 my $oldAutoCommit = $FS::UID::AutoCommit;
3745 local $FS::UID::AutoCommit = 0;
3748 #a little false laziness w/due_cust_event (not too bad, really)
3750 my $join = FS::part_event_condition->join_conditions_sql;
3751 my $order = FS::part_event_condition->order_conditions_sql;
3754 . join ( ' OR ' , map {
3755 "( part_event.eventtable = " . dbh->quote($_)
3756 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3757 } FS::part_event->eventtables)
3760 #here is the agent virtualization
3761 my $agent_virt = " ( part_event.agentnum IS NULL
3762 OR part_event.agentnum = ". $self->agentnum. ' )';
3764 #XXX this shouldn't be hardcoded, actions should declare it...
3765 my @realtime_events = qw(
3766 cust_bill_realtime_card
3767 cust_bill_realtime_check
3768 cust_bill_realtime_lec
3772 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3777 my @cust_event = qsearchs({
3778 'table' => 'cust_event',
3779 'select' => 'cust_event.*',
3780 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3781 'hashref' => { 'status' => 'done' },
3782 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3783 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3786 my %seen_invnum = ();
3787 foreach my $cust_event (@cust_event) {
3789 #max one for the customer, one for each open invoice
3790 my $cust_X = $cust_event->cust_X;
3791 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3795 or $cust_event->part_event->eventtable eq 'cust_bill'
3798 my $error = $cust_event->retry;
3800 $dbh->rollback if $oldAutoCommit;
3801 return "error scheduling event for retry: $error";
3806 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3811 # some horrid false laziness here to avoid refactor fallout
3812 # eventually realtime realtime_bop and realtime_refund_bop should go
3813 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3815 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3817 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3818 via a Business::OnlinePayment realtime gateway. See
3819 L<http://420.am/business-onlinepayment> for supported gateways.
3821 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3823 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3825 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3826 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3827 if set, will override the value from the customer record.
3829 I<description> is a free-text field passed to the gateway. It defaults to
3830 "Internet services".
3832 If an I<invnum> is specified, this payment (if successful) is applied to the
3833 specified invoice. If you don't specify an I<invnum> you might want to
3834 call the B<apply_payments> method.
3836 I<quiet> can be set true to surpress email decline notices.
3838 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3839 resulting paynum, if any.
3841 I<payunique> is a unique identifier for this payment.
3843 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3850 return $self->_new_realtime_bop(@_)
3851 if $self->_new_bop_required();
3853 my( $method, $amount, %options ) = @_;
3855 warn "$me realtime_bop: $method $amount\n";
3856 warn " $_ => $options{$_}\n" foreach keys %options;
3859 $options{'description'} ||= 'Internet services';
3861 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3863 eval "use Business::OnlinePayment";
3866 my $payinfo = exists($options{'payinfo'})
3867 ? $options{'payinfo'}
3870 my %method2payby = (
3877 # check for banned credit card/ACH
3880 my $ban = qsearchs('banned_pay', {
3881 'payby' => $method2payby{$method},
3882 'payinfo' => md5_base64($payinfo),
3884 return "Banned credit card" if $ban;
3887 # set taxclass and trans_is_recur based on invnum if there is one
3891 my $trans_is_recur = 0;
3892 if ( $options{'invnum'} ) {
3894 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3895 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3898 map { $_->part_pkg }
3900 map { $_->cust_pkg }
3901 $cust_bill->cust_bill_pkg;
3903 my @taxclasses = map $_->taxclass, @part_pkg;
3904 $taxclass = $taxclasses[0]
3905 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
3906 #different taxclasses
3908 if grep { $_->freq ne '0' } @part_pkg;
3916 #look for an agent gateway override first
3918 if ( $method eq 'CC' ) {
3919 $cardtype = cardtype($payinfo);
3920 } elsif ( $method eq 'ECHECK' ) {
3923 $cardtype = $method;
3927 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3928 cardtype => $cardtype,
3929 taxclass => $taxclass, } )
3930 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3932 taxclass => $taxclass, } )
3933 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3934 cardtype => $cardtype,
3936 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3938 taxclass => '', } );
3940 my $payment_gateway = '';
3941 my( $processor, $login, $password, $action, @bop_options );
3942 if ( $override ) { #use a payment gateway override
3944 $payment_gateway = $override->payment_gateway;
3946 $processor = $payment_gateway->gateway_module;
3947 $login = $payment_gateway->gateway_username;
3948 $password = $payment_gateway->gateway_password;
3949 $action = $payment_gateway->gateway_action;
3950 @bop_options = $payment_gateway->options;
3952 } else { #use the standard settings from the config
3954 ( $processor, $login, $password, $action, @bop_options ) =
3955 $self->default_payment_gateway($method);
3963 my $address = exists($options{'address1'})
3964 ? $options{'address1'}
3966 my $address2 = exists($options{'address2'})
3967 ? $options{'address2'}
3969 $address .= ", ". $address2 if length($address2);
3971 my $o_payname = exists($options{'payname'})
3972 ? $options{'payname'}
3974 my($payname, $payfirst, $paylast);
3975 if ( $o_payname && $method ne 'ECHECK' ) {
3976 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3977 or return "Illegal payname $payname";
3978 ($payfirst, $paylast) = ($1, $2);
3980 $payfirst = $self->getfield('first');
3981 $paylast = $self->getfield('last');
3982 $payname = "$payfirst $paylast";
3985 my @invoicing_list = $self->invoicing_list_emailonly;
3986 if ( $conf->exists('emailinvoiceautoalways')
3987 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3988 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3989 push @invoicing_list, $self->all_emails;
3992 my $email = ($conf->exists('business-onlinepayment-email-override'))
3993 ? $conf->config('business-onlinepayment-email-override')
3994 : $invoicing_list[0];
3998 my $payip = exists($options{'payip'})
4001 $content{customer_ip} = $payip
4004 $content{invoice_number} = $options{'invnum'}
4005 if exists($options{'invnum'}) && length($options{'invnum'});
4007 $content{email_customer} =
4008 ( $conf->exists('business-onlinepayment-email_customer')
4009 || $conf->exists('business-onlinepayment-email-override') );
4012 if ( $method eq 'CC' ) {
4014 $content{card_number} = $payinfo;
4015 $paydate = exists($options{'paydate'})
4016 ? $options{'paydate'}
4018 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4019 $content{expiration} = "$2/$1";
4021 my $paycvv = exists($options{'paycvv'})
4022 ? $options{'paycvv'}
4024 $content{cvv2} = $paycvv
4027 my $paystart_month = exists($options{'paystart_month'})
4028 ? $options{'paystart_month'}
4029 : $self->paystart_month;
4031 my $paystart_year = exists($options{'paystart_year'})
4032 ? $options{'paystart_year'}
4033 : $self->paystart_year;
4035 $content{card_start} = "$paystart_month/$paystart_year"
4036 if $paystart_month && $paystart_year;
4038 my $payissue = exists($options{'payissue'})
4039 ? $options{'payissue'}
4041 $content{issue_number} = $payissue if $payissue;
4043 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4044 'trans_is_recur' => $trans_is_recur,
4048 $content{recurring_billing} = 'YES';
4049 $content{acct_code} = 'rebill'
4050 if $conf->exists('credit_card-recurring_billing_acct_code');
4053 } elsif ( $method eq 'ECHECK' ) {
4054 ( $content{account_number}, $content{routing_code} ) =
4055 split('@', $payinfo);
4056 $content{bank_name} = $o_payname;
4057 $content{bank_state} = exists($options{'paystate'})
4058 ? $options{'paystate'}
4059 : $self->getfield('paystate');
4060 $content{account_type} = exists($options{'paytype'})
4061 ? uc($options{'paytype'}) || 'CHECKING'
4062 : uc($self->getfield('paytype')) || 'CHECKING';
4063 $content{account_name} = $payname;
4064 $content{customer_org} = $self->company ? 'B' : 'I';
4065 $content{state_id} = exists($options{'stateid'})
4066 ? $options{'stateid'}
4067 : $self->getfield('stateid');
4068 $content{state_id_state} = exists($options{'stateid_state'})
4069 ? $options{'stateid_state'}
4070 : $self->getfield('stateid_state');
4071 $content{customer_ssn} = exists($options{'ss'})
4074 } elsif ( $method eq 'LEC' ) {
4075 $content{phone} = $payinfo;
4079 # run transaction(s)
4082 my $balance = exists( $options{'balance'} )
4083 ? $options{'balance'}
4086 $self->select_for_update; #mutex ... just until we get our pending record in
4088 #the checks here are intended to catch concurrent payments
4089 #double-form-submission prevention is taken care of in cust_pay_pending::check
4092 return "The customer's balance has changed; $method transaction aborted."
4093 if $self->balance < $balance;
4094 #&& $self->balance < $amount; #might as well anyway?
4096 #also check and make sure there aren't *other* pending payments for this cust
4098 my @pending = qsearch('cust_pay_pending', {
4099 'custnum' => $self->custnum,
4100 'status' => { op=>'!=', value=>'done' }
4102 return "A payment is already being processed for this customer (".
4103 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4104 "); $method transaction aborted."
4105 if scalar(@pending);
4107 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4109 my $cust_pay_pending = new FS::cust_pay_pending {
4110 'custnum' => $self->custnum,
4111 #'invnum' => $options{'invnum'},
4114 'payby' => $method2payby{$method},
4115 'payinfo' => $payinfo,
4116 'paydate' => $paydate,
4117 'recurring_billing' => $content{recurring_billing},
4118 'pkgnum' => $options{'pkgnum'},
4120 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4122 $cust_pay_pending->payunique( $options{payunique} )
4123 if defined($options{payunique}) && length($options{payunique});
4124 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4125 return $cpp_new_err if $cpp_new_err;
4127 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4129 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4130 $transaction->content(
4133 'password' => $password,
4134 'action' => $action1,
4135 'description' => $options{'description'},
4136 'amount' => $amount,
4137 #'invoice_number' => $options{'invnum'},
4138 'customer_id' => $self->custnum,
4139 'last_name' => $paylast,
4140 'first_name' => $payfirst,
4142 'address' => $address,
4143 'city' => ( exists($options{'city'})
4146 'state' => ( exists($options{'state'})
4149 'zip' => ( exists($options{'zip'})
4152 'country' => ( exists($options{'country'})
4153 ? $options{'country'}
4155 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4157 'phone' => $self->daytime || $self->night,
4161 $cust_pay_pending->status('pending');
4162 my $cpp_pending_err = $cust_pay_pending->replace;
4163 return $cpp_pending_err if $cpp_pending_err;
4166 my $BOP_TESTING = 0;
4167 my $BOP_TESTING_SUCCESS = 1;
4169 unless ( $BOP_TESTING ) {
4170 $transaction->submit();
4172 if ( $BOP_TESTING_SUCCESS ) {
4173 $transaction->is_success(1);
4174 $transaction->authorization('fake auth');
4176 $transaction->is_success(0);
4177 $transaction->error_message('fake failure');
4181 if ( $transaction->is_success() && $action2 ) {
4183 $cust_pay_pending->status('authorized');
4184 my $cpp_authorized_err = $cust_pay_pending->replace;
4185 return $cpp_authorized_err if $cpp_authorized_err;
4187 my $auth = $transaction->authorization;
4188 my $ordernum = $transaction->can('order_number')
4189 ? $transaction->order_number
4193 new Business::OnlinePayment( $processor, @bop_options );
4200 password => $password,
4201 order_number => $ordernum,
4203 authorization => $auth,
4204 description => $options{'description'},
4207 foreach my $field (qw( authorization_source_code returned_ACI
4208 transaction_identifier validation_code
4209 transaction_sequence_num local_transaction_date
4210 local_transaction_time AVS_result_code )) {
4211 $capture{$field} = $transaction->$field() if $transaction->can($field);
4214 $capture->content( %capture );
4218 unless ( $capture->is_success ) {
4219 my $e = "Authorization successful but capture failed, custnum #".
4220 $self->custnum. ': '. $capture->result_code.
4221 ": ". $capture->error_message;
4228 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4229 my $cpp_captured_err = $cust_pay_pending->replace;
4230 return $cpp_captured_err if $cpp_captured_err;
4233 # remove paycvv after initial transaction
4236 #false laziness w/misc/process/payment.cgi - check both to make sure working
4238 if ( defined $self->dbdef_table->column('paycvv')
4239 && length($self->paycvv)
4240 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4242 my $error = $self->remove_cvv;
4244 warn "WARNING: error removing cvv: $error\n";
4252 if ( $transaction->is_success() ) {
4255 if ( $payment_gateway ) { # agent override
4256 $paybatch = $payment_gateway->gatewaynum. '-';
4259 $paybatch .= "$processor:". $transaction->authorization;
4261 $paybatch .= ':'. $transaction->order_number
4262 if $transaction->can('order_number')
4263 && length($transaction->order_number);
4265 my $cust_pay = new FS::cust_pay ( {
4266 'custnum' => $self->custnum,
4267 'invnum' => $options{'invnum'},
4270 'payby' => $method2payby{$method},
4271 'payinfo' => $payinfo,
4272 'paybatch' => $paybatch,
4273 'paydate' => $paydate,
4274 'pkgnum' => $options{'pkgnum'},
4276 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4277 $cust_pay->payunique( $options{payunique} )
4278 if defined($options{payunique}) && length($options{payunique});
4280 my $oldAutoCommit = $FS::UID::AutoCommit;
4281 local $FS::UID::AutoCommit = 0;
4284 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4286 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4289 $cust_pay->invnum(''); #try again with no specific invnum
4290 my $error2 = $cust_pay->insert( $options{'manual'} ?
4291 ( 'manual' => 1 ) : ()
4294 # gah. but at least we have a record of the state we had to abort in
4295 # from cust_pay_pending now.
4296 my $e = "WARNING: $method captured but payment not recorded - ".
4297 "error inserting payment ($processor): $error2".
4298 " (previously tried insert with invnum #$options{'invnum'}" .
4299 ": $error ) - pending payment saved as paypendingnum ".
4300 $cust_pay_pending->paypendingnum. "\n";
4306 if ( $options{'paynum_ref'} ) {
4307 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4310 $cust_pay_pending->status('done');
4311 $cust_pay_pending->statustext('captured');
4312 $cust_pay_pending->paynum($cust_pay->paynum);
4313 my $cpp_done_err = $cust_pay_pending->replace;
4315 if ( $cpp_done_err ) {
4317 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4318 my $e = "WARNING: $method captured but payment not recorded - ".
4319 "error updating status for paypendingnum ".
4320 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4326 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4327 return ''; #no error
4333 my $perror = "$processor error: ". $transaction->error_message;
4335 unless ( $transaction->error_message ) {
4338 if ( $transaction->can('response_page') ) {
4340 'page' => ( $transaction->can('response_page')
4341 ? $transaction->response_page
4344 'code' => ( $transaction->can('response_code')
4345 ? $transaction->response_code
4348 'headers' => ( $transaction->can('response_headers')
4349 ? $transaction->response_headers
4355 "No additional debugging information available for $processor";
4358 $perror .= "No error_message returned from $processor -- ".
4359 ( ref($t_response) ? Dumper($t_response) : $t_response );
4363 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4364 && $conf->exists('emaildecline')
4365 && grep { $_ ne 'POST' } $self->invoicing_list
4366 && ! grep { $transaction->error_message =~ /$_/ }
4367 $conf->config('emaildecline-exclude')
4369 my @templ = $conf->config('declinetemplate');
4370 my $template = new Text::Template (
4372 SOURCE => [ map "$_\n", @templ ],
4373 ) or return "($perror) can't create template: $Text::Template::ERROR";
4374 $template->compile()
4375 or return "($perror) can't compile template: $Text::Template::ERROR";
4379 scalar( $conf->config('company_name', $self->agentnum ) ),
4380 'company_address' =>
4381 join("\n", $conf->config('company_address', $self->agentnum ) ),
4382 'error' => $transaction->error_message,
4385 my $error = send_email(
4386 'from' => $conf->config('invoice_from', $self->agentnum ),
4387 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4388 'subject' => 'Your payment could not be processed',
4389 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4392 $perror .= " (also received error sending decline notification: $error)"
4397 $cust_pay_pending->status('done');
4398 $cust_pay_pending->statustext("declined: $perror");
4399 my $cpp_done_err = $cust_pay_pending->replace;
4400 if ( $cpp_done_err ) {
4401 my $e = "WARNING: $method declined but pending payment not resolved - ".
4402 "error updating status for paypendingnum ".
4403 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4405 $perror = "$e ($perror)";
4413 sub _bop_recurring_billing {
4414 my( $self, %opt ) = @_;
4416 my $method = $conf->config('credit_card-recurring_billing_flag');
4418 if ( $method eq 'transaction_is_recur' ) {
4420 return 1 if $opt{'trans_is_recur'};
4424 my %hash = ( 'custnum' => $self->custnum,
4429 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4430 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4441 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4443 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4444 via a Business::OnlinePayment realtime gateway. See
4445 L<http://420.am/business-onlinepayment> for supported gateways.
4447 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4449 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4451 Most gateways require a reference to an original payment transaction to refund,
4452 so you probably need to specify a I<paynum>.
4454 I<amount> defaults to the original amount of the payment if not specified.
4456 I<reason> specifies a reason for the refund.
4458 I<paydate> specifies the expiration date for a credit card overriding the
4459 value from the customer record or the payment record. Specified as yyyy-mm-dd
4461 Implementation note: If I<amount> is unspecified or equal to the amount of the
4462 orignal payment, first an attempt is made to "void" the transaction via
4463 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4464 the normal attempt is made to "refund" ("credit") the transaction via the
4465 gateway is attempted.
4467 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4468 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4469 #if set, will override the value from the customer record.
4471 #If an I<invnum> is specified, this payment (if successful) is applied to the
4472 #specified invoice. If you don't specify an I<invnum> you might want to
4473 #call the B<apply_payments> method.
4477 #some false laziness w/realtime_bop, not enough to make it worth merging
4478 #but some useful small subs should be pulled out
4479 sub realtime_refund_bop {
4482 return $self->_new_realtime_refund_bop(@_)
4483 if $self->_new_bop_required();
4485 my( $method, %options ) = @_;
4487 warn "$me realtime_refund_bop: $method refund\n";
4488 warn " $_ => $options{$_}\n" foreach keys %options;
4491 eval "use Business::OnlinePayment";
4495 # look up the original payment and optionally a gateway for that payment
4499 my $amount = $options{'amount'};
4501 my( $processor, $login, $password, @bop_options ) ;
4502 my( $auth, $order_number ) = ( '', '', '' );
4504 if ( $options{'paynum'} ) {
4506 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4507 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4508 or return "Unknown paynum $options{'paynum'}";
4509 $amount ||= $cust_pay->paid;
4511 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4512 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4513 $cust_pay->paybatch;
4514 my $gatewaynum = '';
4515 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4517 if ( $gatewaynum ) { #gateway for the payment to be refunded
4519 my $payment_gateway =
4520 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4521 die "payment gateway $gatewaynum not found"
4522 unless $payment_gateway;
4524 $processor = $payment_gateway->gateway_module;
4525 $login = $payment_gateway->gateway_username;
4526 $password = $payment_gateway->gateway_password;
4527 @bop_options = $payment_gateway->options;
4529 } else { #try the default gateway
4531 my( $conf_processor, $unused_action );
4532 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4533 $self->default_payment_gateway($method);
4535 return "processor of payment $options{'paynum'} $processor does not".
4536 " match default processor $conf_processor"
4537 unless $processor eq $conf_processor;
4542 } else { # didn't specify a paynum, so look for agent gateway overrides
4543 # like a normal transaction
4546 if ( $method eq 'CC' ) {
4547 $cardtype = cardtype($self->payinfo);
4548 } elsif ( $method eq 'ECHECK' ) {
4551 $cardtype = $method;
4554 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4555 cardtype => $cardtype,
4557 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4559 taxclass => '', } );
4561 if ( $override ) { #use a payment gateway override
4563 my $payment_gateway = $override->payment_gateway;
4565 $processor = $payment_gateway->gateway_module;
4566 $login = $payment_gateway->gateway_username;
4567 $password = $payment_gateway->gateway_password;
4568 #$action = $payment_gateway->gateway_action;
4569 @bop_options = $payment_gateway->options;
4571 } else { #use the standard settings from the config
4574 ( $processor, $login, $password, $unused_action, @bop_options ) =
4575 $self->default_payment_gateway($method);
4580 return "neither amount nor paynum specified" unless $amount;
4585 'password' => $password,
4586 'order_number' => $order_number,
4587 'amount' => $amount,
4588 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4590 $content{authorization} = $auth
4591 if length($auth); #echeck/ACH transactions have an order # but no auth
4592 #(at least with authorize.net)
4594 my $disable_void_after;
4595 if ($conf->exists('disable_void_after')
4596 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4597 $disable_void_after = $1;
4600 #first try void if applicable
4601 if ( $cust_pay && $cust_pay->paid == $amount
4603 ( not defined($disable_void_after) )
4604 || ( time < ($cust_pay->_date + $disable_void_after ) )
4607 warn " attempting void\n" if $DEBUG > 1;
4608 my $void = new Business::OnlinePayment( $processor, @bop_options );
4609 $void->content( 'action' => 'void', %content );
4611 if ( $void->is_success ) {
4612 my $error = $cust_pay->void($options{'reason'});
4614 # gah, even with transactions.
4615 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4616 "error voiding payment: $error";
4620 warn " void successful\n" if $DEBUG > 1;
4625 warn " void unsuccessful, trying refund\n"
4629 my $address = $self->address1;
4630 $address .= ", ". $self->address2 if $self->address2;
4632 my($payname, $payfirst, $paylast);
4633 if ( $self->payname && $method ne 'ECHECK' ) {
4634 $payname = $self->payname;
4635 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4636 or return "Illegal payname $payname";
4637 ($payfirst, $paylast) = ($1, $2);
4639 $payfirst = $self->getfield('first');
4640 $paylast = $self->getfield('last');
4641 $payname = "$payfirst $paylast";
4644 my @invoicing_list = $self->invoicing_list_emailonly;
4645 if ( $conf->exists('emailinvoiceautoalways')
4646 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4647 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4648 push @invoicing_list, $self->all_emails;
4651 my $email = ($conf->exists('business-onlinepayment-email-override'))
4652 ? $conf->config('business-onlinepayment-email-override')
4653 : $invoicing_list[0];
4655 my $payip = exists($options{'payip'})
4658 $content{customer_ip} = $payip
4662 if ( $method eq 'CC' ) {
4665 $content{card_number} = $payinfo = $cust_pay->payinfo;
4666 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4667 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4668 ($content{expiration} = "$2/$1"); # where available
4670 $content{card_number} = $payinfo = $self->payinfo;
4671 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4672 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4673 $content{expiration} = "$2/$1";
4676 } elsif ( $method eq 'ECHECK' ) {
4679 $payinfo = $cust_pay->payinfo;
4681 $payinfo = $self->payinfo;
4683 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4684 $content{bank_name} = $self->payname;
4685 $content{account_type} = 'CHECKING';
4686 $content{account_name} = $payname;
4687 $content{customer_org} = $self->company ? 'B' : 'I';
4688 $content{customer_ssn} = $self->ss;
4689 } elsif ( $method eq 'LEC' ) {
4690 $content{phone} = $payinfo = $self->payinfo;
4694 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4695 my %sub_content = $refund->content(
4696 'action' => 'credit',
4697 'customer_id' => $self->custnum,
4698 'last_name' => $paylast,
4699 'first_name' => $payfirst,
4701 'address' => $address,
4702 'city' => $self->city,
4703 'state' => $self->state,
4704 'zip' => $self->zip,
4705 'country' => $self->country,
4707 'phone' => $self->daytime || $self->night,
4710 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4714 return "$processor error: ". $refund->error_message
4715 unless $refund->is_success();
4717 my %method2payby = (
4723 my $paybatch = "$processor:". $refund->authorization;
4724 $paybatch .= ':'. $refund->order_number
4725 if $refund->can('order_number') && $refund->order_number;
4727 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4728 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4729 last unless @cust_bill_pay;
4730 my $cust_bill_pay = pop @cust_bill_pay;
4731 my $error = $cust_bill_pay->delete;
4735 my $cust_refund = new FS::cust_refund ( {
4736 'custnum' => $self->custnum,
4737 'paynum' => $options{'paynum'},
4738 'refund' => $amount,
4740 'payby' => $method2payby{$method},
4741 'payinfo' => $payinfo,
4742 'paybatch' => $paybatch,
4743 'reason' => $options{'reason'} || 'card or ACH refund',
4745 my $error = $cust_refund->insert;
4747 $cust_refund->paynum(''); #try again with no specific paynum
4748 my $error2 = $cust_refund->insert;
4750 # gah, even with transactions.
4751 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4752 "error inserting refund ($processor): $error2".
4753 " (previously tried insert with paynum #$options{'paynum'}" .
4764 # does the configuration indicate the new bop routines are required?
4766 sub _new_bop_required {
4769 my $botpp = 'Business::OnlineThirdPartyPayment';
4772 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4773 scalar( grep { $_->gateway_namespace eq $botpp }
4774 qsearch( 'payment_gateway', { 'disabled' => '' } )
4783 =item realtime_collect [ OPTION => VALUE ... ]
4785 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4786 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4787 gateway. See L<http://420.am/business-onlinepayment> and
4788 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4790 On failure returns an error message.
4792 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.
4794 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4796 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4797 then it is deduced from the customer record.
4799 If no I<amount> is specified, then the customer balance is used.
4801 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4802 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4803 if set, will override the value from the customer record.
4805 I<description> is a free-text field passed to the gateway. It defaults to
4806 "Internet services".
4808 If an I<invnum> is specified, this payment (if successful) is applied to the
4809 specified invoice. If you don't specify an I<invnum> you might want to
4810 call the B<apply_payments> method.
4812 I<quiet> can be set true to surpress email decline notices.
4814 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4815 resulting paynum, if any.
4817 I<payunique> is a unique identifier for this payment.
4819 I<session_id> is a session identifier associated with this payment.
4821 I<depend_jobnum> allows payment capture to unlock export jobs
4825 sub realtime_collect {
4826 my( $self, %options ) = @_;
4829 warn "$me realtime_collect:\n";
4830 warn " $_ => $options{$_}\n" foreach keys %options;
4833 $options{amount} = $self->balance unless exists( $options{amount} );
4834 $options{method} = FS::payby->payby2bop($self->payby)
4835 unless exists( $options{method} );
4837 return $self->realtime_bop({%options});
4841 =item _realtime_bop { [ ARG => VALUE ... ] }
4843 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4844 via a Business::OnlinePayment realtime gateway. See
4845 L<http://420.am/business-onlinepayment> for supported gateways.
4847 Required arguments in the hashref are I<method>, and I<amount>
4849 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4851 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4853 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4854 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4855 if set, will override the value from the customer record.
4857 I<description> is a free-text field passed to the gateway. It defaults to
4858 "Internet services".
4860 If an I<invnum> is specified, this payment (if successful) is applied to the
4861 specified invoice. If you don't specify an I<invnum> you might want to
4862 call the B<apply_payments> method.
4864 I<quiet> can be set true to surpress email decline notices.
4866 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4867 resulting paynum, if any.
4869 I<payunique> is a unique identifier for this payment.
4871 I<session_id> is a session identifier associated with this payment.
4873 I<depend_jobnum> allows payment capture to unlock export jobs
4875 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4879 # some helper routines
4880 sub _payment_gateway {
4881 my ($self, $options) = @_;
4883 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4884 unless exists($options->{payment_gateway});
4886 $options->{payment_gateway};
4890 my ($self, $options) = @_;
4893 'login' => $options->{payment_gateway}->gateway_username,
4894 'password' => $options->{payment_gateway}->gateway_password,
4899 my ($self, $options) = @_;
4901 $options->{payment_gateway}->gatewaynum
4902 ? $options->{payment_gateway}->options
4903 : @{ $options->{payment_gateway}->get('options') };
4907 my ($self, $options) = @_;
4909 $options->{description} ||= 'Internet services';
4910 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4911 $options->{invnum} ||= '';
4912 $options->{payname} = $self->payname unless exists( $options->{payname} );
4916 my ($self, $options) = @_;
4919 $content{address} = exists($options->{'address1'})
4920 ? $options->{'address1'}
4922 my $address2 = exists($options->{'address2'})
4923 ? $options->{'address2'}
4925 $content{address} .= ", ". $address2 if length($address2);
4927 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4928 $content{customer_ip} = $payip if length($payip);
4930 $content{invoice_number} = $options->{'invnum'}
4931 if exists($options->{'invnum'}) && length($options->{'invnum'});
4933 $content{email_customer} =
4934 ( $conf->exists('business-onlinepayment-email_customer')
4935 || $conf->exists('business-onlinepayment-email-override') );
4937 $content{payfirst} = $self->getfield('first');
4938 $content{paylast} = $self->getfield('last');
4940 $content{account_name} = "$content{payfirst} $content{paylast}"
4941 if $options->{method} eq 'ECHECK';
4943 $content{name} = $options->{payname};
4944 $content{name} = $content{account_name} if exists($content{account_name});
4946 $content{city} = exists($options->{city})
4949 $content{state} = exists($options->{state})
4952 $content{zip} = exists($options->{zip})
4955 $content{country} = exists($options->{country})
4956 ? $options->{country}
4958 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4959 $content{phone} = $self->daytime || $self->night;
4964 my %bop_method2payby = (
4970 sub _new_realtime_bop {
4974 if (ref($_[0]) eq 'HASH') {
4975 %options = %{$_[0]};
4977 my ( $method, $amount ) = ( shift, shift );
4979 $options{method} = $method;
4980 $options{amount} = $amount;
4984 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4985 warn " $_ => $options{$_}\n" foreach keys %options;
4988 return $self->fake_bop(%options) if $options{'fake'};
4990 $self->_bop_defaults(\%options);
4993 # set trans_is_recur based on invnum if there is one
4996 my $trans_is_recur = 0;
4997 if ( $options{'invnum'} ) {
4999 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5000 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5003 map { $_->part_pkg }
5005 map { $_->cust_pkg }
5006 $cust_bill->cust_bill_pkg;
5009 if grep { $_->freq ne '0' } @part_pkg;
5017 my $payment_gateway = $self->_payment_gateway( \%options );
5018 my $namespace = $payment_gateway->gateway_namespace;
5020 eval "use $namespace";
5024 # check for banned credit card/ACH
5027 my $ban = qsearchs('banned_pay', {
5028 'payby' => $bop_method2payby{$options{method}},
5029 'payinfo' => md5_base64($options{payinfo}),
5031 return "Banned credit card" if $ban;
5037 my (%bop_content) = $self->_bop_content(\%options);
5039 if ( $options{method} ne 'ECHECK' ) {
5040 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5041 or return "Illegal payname $options{payname}";
5042 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5045 my @invoicing_list = $self->invoicing_list_emailonly;
5046 if ( $conf->exists('emailinvoiceautoalways')
5047 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5048 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5049 push @invoicing_list, $self->all_emails;
5052 my $email = ($conf->exists('business-onlinepayment-email-override'))
5053 ? $conf->config('business-onlinepayment-email-override')
5054 : $invoicing_list[0];
5058 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5060 $content{card_number} = $options{payinfo};
5061 $paydate = exists($options{'paydate'})
5062 ? $options{'paydate'}
5064 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5065 $content{expiration} = "$2/$1";
5067 my $paycvv = exists($options{'paycvv'})
5068 ? $options{'paycvv'}
5070 $content{cvv2} = $paycvv
5073 my $paystart_month = exists($options{'paystart_month'})
5074 ? $options{'paystart_month'}
5075 : $self->paystart_month;
5077 my $paystart_year = exists($options{'paystart_year'})
5078 ? $options{'paystart_year'}
5079 : $self->paystart_year;
5081 $content{card_start} = "$paystart_month/$paystart_year"
5082 if $paystart_month && $paystart_year;
5084 my $payissue = exists($options{'payissue'})
5085 ? $options{'payissue'}
5087 $content{issue_number} = $payissue if $payissue;
5089 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5090 'trans_is_recur' => $trans_is_recur,
5094 $content{recurring_billing} = 'YES';
5095 $content{acct_code} = 'rebill'
5096 if $conf->exists('credit_card-recurring_billing_acct_code');
5099 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5100 ( $content{account_number}, $content{routing_code} ) =
5101 split('@', $options{payinfo});
5102 $content{bank_name} = $options{payname};
5103 $content{bank_state} = exists($options{'paystate'})
5104 ? $options{'paystate'}
5105 : $self->getfield('paystate');
5106 $content{account_type} = exists($options{'paytype'})
5107 ? uc($options{'paytype'}) || 'CHECKING'
5108 : uc($self->getfield('paytype')) || 'CHECKING';
5109 $content{customer_org} = $self->company ? 'B' : 'I';
5110 $content{state_id} = exists($options{'stateid'})
5111 ? $options{'stateid'}
5112 : $self->getfield('stateid');
5113 $content{state_id_state} = exists($options{'stateid_state'})
5114 ? $options{'stateid_state'}
5115 : $self->getfield('stateid_state');
5116 $content{customer_ssn} = exists($options{'ss'})
5119 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5120 $content{phone} = $options{payinfo};
5121 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5128 # run transaction(s)
5131 my $balance = exists( $options{'balance'} )
5132 ? $options{'balance'}
5135 $self->select_for_update; #mutex ... just until we get our pending record in
5137 #the checks here are intended to catch concurrent payments
5138 #double-form-submission prevention is taken care of in cust_pay_pending::check
5141 return "The customer's balance has changed; $options{method} transaction aborted."
5142 if $self->balance < $balance;
5143 #&& $self->balance < $options{amount}; #might as well anyway?
5145 #also check and make sure there aren't *other* pending payments for this cust
5147 my @pending = qsearch('cust_pay_pending', {
5148 'custnum' => $self->custnum,
5149 'status' => { op=>'!=', value=>'done' }
5151 return "A payment is already being processed for this customer (".
5152 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5153 "); $options{method} transaction aborted."
5154 if scalar(@pending);
5156 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5158 my $cust_pay_pending = new FS::cust_pay_pending {
5159 'custnum' => $self->custnum,
5160 #'invnum' => $options{'invnum'},
5161 'paid' => $options{amount},
5163 'payby' => $bop_method2payby{$options{method}},
5164 'payinfo' => $options{payinfo},
5165 'paydate' => $paydate,
5166 'recurring_billing' => $content{recurring_billing},
5167 'pkgnum' => $options{'pkgnum'},
5169 'gatewaynum' => $payment_gateway->gatewaynum || '',
5170 'session_id' => $options{session_id} || '',
5171 'jobnum' => $options{depend_jobnum} || '',
5173 $cust_pay_pending->payunique( $options{payunique} )
5174 if defined($options{payunique}) && length($options{payunique});
5175 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5176 return $cpp_new_err if $cpp_new_err;
5178 my( $action1, $action2 ) =
5179 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5181 my $transaction = new $namespace( $payment_gateway->gateway_module,
5182 $self->_bop_options(\%options),
5185 $transaction->content(
5186 'type' => $options{method},
5187 $self->_bop_auth(\%options),
5188 'action' => $action1,
5189 'description' => $options{'description'},
5190 'amount' => $options{amount},
5191 #'invoice_number' => $options{'invnum'},
5192 'customer_id' => $self->custnum,
5194 'reference' => $cust_pay_pending->paypendingnum, #for now
5199 $cust_pay_pending->status('pending');
5200 my $cpp_pending_err = $cust_pay_pending->replace;
5201 return $cpp_pending_err if $cpp_pending_err;
5204 my $BOP_TESTING = 0;
5205 my $BOP_TESTING_SUCCESS = 1;
5207 unless ( $BOP_TESTING ) {
5208 $transaction->submit();
5210 if ( $BOP_TESTING_SUCCESS ) {
5211 $transaction->is_success(1);
5212 $transaction->authorization('fake auth');
5214 $transaction->is_success(0);
5215 $transaction->error_message('fake failure');
5219 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5221 return { reference => $cust_pay_pending->paypendingnum,
5222 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5224 } elsif ( $transaction->is_success() && $action2 ) {
5226 $cust_pay_pending->status('authorized');
5227 my $cpp_authorized_err = $cust_pay_pending->replace;
5228 return $cpp_authorized_err if $cpp_authorized_err;
5230 my $auth = $transaction->authorization;
5231 my $ordernum = $transaction->can('order_number')
5232 ? $transaction->order_number
5236 new Business::OnlinePayment( $payment_gateway->gateway_module,
5237 $self->_bop_options(\%options),
5242 type => $options{method},
5244 $self->_bop_auth(\%options),
5245 order_number => $ordernum,
5246 amount => $options{amount},
5247 authorization => $auth,
5248 description => $options{'description'},
5251 foreach my $field (qw( authorization_source_code returned_ACI
5252 transaction_identifier validation_code
5253 transaction_sequence_num local_transaction_date
5254 local_transaction_time AVS_result_code )) {
5255 $capture{$field} = $transaction->$field() if $transaction->can($field);
5258 $capture->content( %capture );
5262 unless ( $capture->is_success ) {
5263 my $e = "Authorization successful but capture failed, custnum #".
5264 $self->custnum. ': '. $capture->result_code.
5265 ": ". $capture->error_message;
5273 # remove paycvv after initial transaction
5276 #false laziness w/misc/process/payment.cgi - check both to make sure working
5278 if ( defined $self->dbdef_table->column('paycvv')
5279 && length($self->paycvv)
5280 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5282 my $error = $self->remove_cvv;
5284 warn "WARNING: error removing cvv: $error\n";
5292 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5304 if (ref($_[0]) eq 'HASH') {
5305 %options = %{$_[0]};
5307 my ( $method, $amount ) = ( shift, shift );
5309 $options{method} = $method;
5310 $options{amount} = $amount;
5313 if ( $options{'fake_failure'} ) {
5314 return "Error: No error; test failure requested with fake_failure";
5318 #if ( $payment_gateway->gatewaynum ) { # agent override
5319 # $paybatch = $payment_gateway->gatewaynum. '-';
5322 #$paybatch .= "$processor:". $transaction->authorization;
5324 #$paybatch .= ':'. $transaction->order_number
5325 # if $transaction->can('order_number')
5326 # && length($transaction->order_number);
5328 my $paybatch = 'FakeProcessor:54:32';
5330 my $cust_pay = new FS::cust_pay ( {
5331 'custnum' => $self->custnum,
5332 'invnum' => $options{'invnum'},
5333 'paid' => $options{amount},
5335 'payby' => $bop_method2payby{$options{method}},
5336 #'payinfo' => $payinfo,
5337 'payinfo' => '4111111111111111',
5338 'paybatch' => $paybatch,
5339 #'paydate' => $paydate,
5340 'paydate' => '2012-05-01',
5342 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5344 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5347 $cust_pay->invnum(''); #try again with no specific invnum
5348 my $error2 = $cust_pay->insert( $options{'manual'} ?
5349 ( 'manual' => 1 ) : ()
5352 # gah, even with transactions.
5353 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5354 "error inserting (fake!) payment: $error2".
5355 " (previously tried insert with invnum #$options{'invnum'}" .
5362 if ( $options{'paynum_ref'} ) {
5363 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5366 return ''; #no error
5371 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5373 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5374 # phone bill transaction.
5376 sub _realtime_bop_result {
5377 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5379 warn "$me _realtime_bop_result: pending transaction ".
5380 $cust_pay_pending->paypendingnum. "\n";
5381 warn " $_ => $options{$_}\n" foreach keys %options;
5384 my $payment_gateway = $options{payment_gateway}
5385 or return "no payment gateway in arguments to _realtime_bop_result";
5387 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5388 my $cpp_captured_err = $cust_pay_pending->replace;
5389 return $cpp_captured_err if $cpp_captured_err;
5391 if ( $transaction->is_success() ) {
5394 if ( $payment_gateway->gatewaynum ) { # agent override
5395 $paybatch = $payment_gateway->gatewaynum. '-';
5398 $paybatch .= $payment_gateway->gateway_module. ":".
5399 $transaction->authorization;
5401 $paybatch .= ':'. $transaction->order_number
5402 if $transaction->can('order_number')
5403 && length($transaction->order_number);
5405 my $cust_pay = new FS::cust_pay ( {
5406 'custnum' => $self->custnum,
5407 'invnum' => $options{'invnum'},
5408 'paid' => $cust_pay_pending->paid,
5410 'payby' => $cust_pay_pending->payby,
5411 #'payinfo' => $payinfo,
5412 'paybatch' => $paybatch,
5413 'paydate' => $cust_pay_pending->paydate,
5414 'pkgnum' => $cust_pay_pending->pkgnum,
5416 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5417 $cust_pay->payunique( $options{payunique} )
5418 if defined($options{payunique}) && length($options{payunique});
5420 my $oldAutoCommit = $FS::UID::AutoCommit;
5421 local $FS::UID::AutoCommit = 0;
5424 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5426 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5429 $cust_pay->invnum(''); #try again with no specific invnum
5430 my $error2 = $cust_pay->insert( $options{'manual'} ?
5431 ( 'manual' => 1 ) : ()
5434 # gah. but at least we have a record of the state we had to abort in
5435 # from cust_pay_pending now.
5436 my $e = "WARNING: $options{method} captured but payment not recorded -".
5437 " error inserting payment (". $payment_gateway->gateway_module.
5439 " (previously tried insert with invnum #$options{'invnum'}" .
5440 ": $error ) - pending payment saved as paypendingnum ".
5441 $cust_pay_pending->paypendingnum. "\n";
5447 my $jobnum = $cust_pay_pending->jobnum;
5449 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5451 unless ( $placeholder ) {
5452 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5453 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5454 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5459 $error = $placeholder->delete;
5462 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5463 my $e = "WARNING: $options{method} captured but could not delete ".
5464 "job $jobnum for paypendingnum ".
5465 $cust_pay_pending->paypendingnum. ": $error\n";
5472 if ( $options{'paynum_ref'} ) {
5473 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5476 $cust_pay_pending->status('done');
5477 $cust_pay_pending->statustext('captured');
5478 $cust_pay_pending->paynum($cust_pay->paynum);
5479 my $cpp_done_err = $cust_pay_pending->replace;
5481 if ( $cpp_done_err ) {
5483 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5484 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5485 "error updating status for paypendingnum ".
5486 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5492 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5493 return ''; #no error
5499 my $perror = $payment_gateway->gateway_module. " error: ".
5500 $transaction->error_message;
5502 my $jobnum = $cust_pay_pending->jobnum;
5504 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5506 if ( $placeholder ) {
5507 my $error = $placeholder->depended_delete;
5508 $error ||= $placeholder->delete;
5509 warn "error removing provisioning jobs after declined paypendingnum ".
5510 $cust_pay_pending->paypendingnum. "\n";
5512 my $e = "error finding job $jobnum for declined paypendingnum ".
5513 $cust_pay_pending->paypendingnum. "\n";
5519 unless ( $transaction->error_message ) {
5522 if ( $transaction->can('response_page') ) {
5524 'page' => ( $transaction->can('response_page')
5525 ? $transaction->response_page
5528 'code' => ( $transaction->can('response_code')
5529 ? $transaction->response_code
5532 'headers' => ( $transaction->can('response_headers')
5533 ? $transaction->response_headers
5539 "No additional debugging information available for ".
5540 $payment_gateway->gateway_module;
5543 $perror .= "No error_message returned from ".
5544 $payment_gateway->gateway_module. " -- ".
5545 ( ref($t_response) ? Dumper($t_response) : $t_response );
5549 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5550 && $conf->exists('emaildecline')
5551 && grep { $_ ne 'POST' } $self->invoicing_list
5552 && ! grep { $transaction->error_message =~ /$_/ }
5553 $conf->config('emaildecline-exclude')
5555 my @templ = $conf->config('declinetemplate');
5556 my $template = new Text::Template (
5558 SOURCE => [ map "$_\n", @templ ],
5559 ) or return "($perror) can't create template: $Text::Template::ERROR";
5560 $template->compile()
5561 or return "($perror) can't compile template: $Text::Template::ERROR";
5565 scalar( $conf->config('company_name', $self->agentnum ) ),
5566 'company_address' =>
5567 join("\n", $conf->config('company_address', $self->agentnum ) ),
5568 'error' => $transaction->error_message,
5571 my $error = send_email(
5572 'from' => $conf->config('invoice_from', $self->agentnum ),
5573 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5574 'subject' => 'Your payment could not be processed',
5575 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5578 $perror .= " (also received error sending decline notification: $error)"
5583 $cust_pay_pending->status('done');
5584 $cust_pay_pending->statustext("declined: $perror");
5585 my $cpp_done_err = $cust_pay_pending->replace;
5586 if ( $cpp_done_err ) {
5587 my $e = "WARNING: $options{method} declined but pending payment not ".
5588 "resolved - error updating status for paypendingnum ".
5589 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5591 $perror = "$e ($perror)";
5599 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5601 Verifies successful third party processing of a realtime credit card,
5602 ACH (electronic check) or phone bill transaction via a
5603 Business::OnlineThirdPartyPayment realtime gateway. See
5604 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5606 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5608 The additional options I<payname>, I<city>, I<state>,
5609 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5610 if set, will override the value from the customer record.
5612 I<description> is a free-text field passed to the gateway. It defaults to
5613 "Internet services".
5615 If an I<invnum> is specified, this payment (if successful) is applied to the
5616 specified invoice. If you don't specify an I<invnum> you might want to
5617 call the B<apply_payments> method.
5619 I<quiet> can be set true to surpress email decline notices.
5621 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5622 resulting paynum, if any.
5624 I<payunique> is a unique identifier for this payment.
5626 Returns a hashref containing elements bill_error (which will be undefined
5627 upon success) and session_id of any associated session.
5631 sub realtime_botpp_capture {
5632 my( $self, $cust_pay_pending, %options ) = @_;
5634 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5635 warn " $_ => $options{$_}\n" foreach keys %options;
5638 eval "use Business::OnlineThirdPartyPayment";
5642 # select the gateway
5645 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5647 my $payment_gateway = $cust_pay_pending->gatewaynum
5648 ? qsearchs( 'payment_gateway',
5649 { gatewaynum => $cust_pay_pending->gatewaynum }
5651 : $self->agent->payment_gateway( 'method' => $method,
5652 # 'invnum' => $cust_pay_pending->invnum,
5653 # 'payinfo' => $cust_pay_pending->payinfo,
5656 $options{payment_gateway} = $payment_gateway; # for the helper subs
5662 my @invoicing_list = $self->invoicing_list_emailonly;
5663 if ( $conf->exists('emailinvoiceautoalways')
5664 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5665 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5666 push @invoicing_list, $self->all_emails;
5669 my $email = ($conf->exists('business-onlinepayment-email-override'))
5670 ? $conf->config('business-onlinepayment-email-override')
5671 : $invoicing_list[0];
5675 $content{email_customer} =
5676 ( $conf->exists('business-onlinepayment-email_customer')
5677 || $conf->exists('business-onlinepayment-email-override') );
5680 # run transaction(s)
5684 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5685 $self->_bop_options(\%options),
5688 $transaction->reference({ %options });
5690 $transaction->content(
5692 $self->_bop_auth(\%options),
5693 'action' => 'Post Authorization',
5694 'description' => $options{'description'},
5695 'amount' => $cust_pay_pending->paid,
5696 #'invoice_number' => $options{'invnum'},
5697 'customer_id' => $self->custnum,
5698 'referer' => 'http://cleanwhisker.420.am/',
5699 'reference' => $cust_pay_pending->paypendingnum,
5701 'phone' => $self->daytime || $self->night,
5703 # plus whatever is required for bogus capture avoidance
5706 $transaction->submit();
5709 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5712 bill_error => $error,
5713 session_id => $cust_pay_pending->session_id,
5718 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5722 sub default_payment_gateway {
5723 my( $self, $method ) = @_;
5725 die "Real-time processing not enabled\n"
5726 unless $conf->exists('business-onlinepayment');
5728 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5731 my $bop_config = 'business-onlinepayment';
5732 $bop_config .= '-ach'
5733 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5734 my ( $processor, $login, $password, $action, @bop_options ) =
5735 $conf->config($bop_config);
5736 $action ||= 'normal authorization';
5737 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5738 die "No real-time processor is enabled - ".
5739 "did you set the business-onlinepayment configuration value?\n"
5742 ( $processor, $login, $password, $action, @bop_options )
5747 Removes the I<paycvv> field from the database directly.
5749 If there is an error, returns the error, otherwise returns false.
5755 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5756 or return dbh->errstr;
5757 $sth->execute($self->custnum)
5758 or return $sth->errstr;
5763 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5765 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5766 via a Business::OnlinePayment realtime gateway. See
5767 L<http://420.am/business-onlinepayment> for supported gateways.
5769 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5771 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5773 Most gateways require a reference to an original payment transaction to refund,
5774 so you probably need to specify a I<paynum>.
5776 I<amount> defaults to the original amount of the payment if not specified.
5778 I<reason> specifies a reason for the refund.
5780 I<paydate> specifies the expiration date for a credit card overriding the
5781 value from the customer record or the payment record. Specified as yyyy-mm-dd
5783 Implementation note: If I<amount> is unspecified or equal to the amount of the
5784 orignal payment, first an attempt is made to "void" the transaction via
5785 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5786 the normal attempt is made to "refund" ("credit") the transaction via the
5787 gateway is attempted.
5789 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5790 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5791 #if set, will override the value from the customer record.
5793 #If an I<invnum> is specified, this payment (if successful) is applied to the
5794 #specified invoice. If you don't specify an I<invnum> you might want to
5795 #call the B<apply_payments> method.
5799 #some false laziness w/realtime_bop, not enough to make it worth merging
5800 #but some useful small subs should be pulled out
5801 sub _new_realtime_refund_bop {
5805 if (ref($_[0]) ne 'HASH') {
5806 %options = %{$_[0]};
5810 $options{method} = $method;
5814 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5815 warn " $_ => $options{$_}\n" foreach keys %options;
5819 # look up the original payment and optionally a gateway for that payment
5823 my $amount = $options{'amount'};
5825 my( $processor, $login, $password, @bop_options, $namespace ) ;
5826 my( $auth, $order_number ) = ( '', '', '' );
5828 if ( $options{'paynum'} ) {
5830 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5831 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5832 or return "Unknown paynum $options{'paynum'}";
5833 $amount ||= $cust_pay->paid;
5835 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5836 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5837 $cust_pay->paybatch;
5838 my $gatewaynum = '';
5839 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5841 if ( $gatewaynum ) { #gateway for the payment to be refunded
5843 my $payment_gateway =
5844 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5845 die "payment gateway $gatewaynum not found"
5846 unless $payment_gateway;
5848 $processor = $payment_gateway->gateway_module;
5849 $login = $payment_gateway->gateway_username;
5850 $password = $payment_gateway->gateway_password;
5851 $namespace = $payment_gateway->gateway_namespace;
5852 @bop_options = $payment_gateway->options;
5854 } else { #try the default gateway
5857 my $payment_gateway =
5858 $self->agent->payment_gateway('method' => $options{method});
5860 ( $conf_processor, $login, $password, $namespace ) =
5861 map { my $method = "gateway_$_"; $payment_gateway->$method }
5862 qw( module username password namespace );
5864 @bop_options = $payment_gateway->gatewaynum
5865 ? $payment_gateway->options
5866 : @{ $payment_gateway->get('options') };
5868 return "processor of payment $options{'paynum'} $processor does not".
5869 " match default processor $conf_processor"
5870 unless $processor eq $conf_processor;
5875 } else { # didn't specify a paynum, so look for agent gateway overrides
5876 # like a normal transaction
5878 my $payment_gateway =
5879 $self->agent->payment_gateway( 'method' => $options{method},
5880 #'payinfo' => $payinfo,
5882 my( $processor, $login, $password, $namespace ) =
5883 map { my $method = "gateway_$_"; $payment_gateway->$method }
5884 qw( module username password namespace );
5886 my @bop_options = $payment_gateway->gatewaynum
5887 ? $payment_gateway->options
5888 : @{ $payment_gateway->get('options') };
5891 return "neither amount nor paynum specified" unless $amount;
5893 eval "use $namespace";
5897 'type' => $options{method},
5899 'password' => $password,
5900 'order_number' => $order_number,
5901 'amount' => $amount,
5902 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5904 $content{authorization} = $auth
5905 if length($auth); #echeck/ACH transactions have an order # but no auth
5906 #(at least with authorize.net)
5908 my $disable_void_after;
5909 if ($conf->exists('disable_void_after')
5910 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5911 $disable_void_after = $1;
5914 #first try void if applicable
5915 if ( $cust_pay && $cust_pay->paid == $amount
5917 ( not defined($disable_void_after) )
5918 || ( time < ($cust_pay->_date + $disable_void_after ) )
5921 warn " attempting void\n" if $DEBUG > 1;
5922 my $void = new Business::OnlinePayment( $processor, @bop_options );
5923 $void->content( 'action' => 'void', %content );
5925 if ( $void->is_success ) {
5926 my $error = $cust_pay->void($options{'reason'});
5928 # gah, even with transactions.
5929 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5930 "error voiding payment: $error";
5934 warn " void successful\n" if $DEBUG > 1;
5939 warn " void unsuccessful, trying refund\n"
5943 my $address = $self->address1;
5944 $address .= ", ". $self->address2 if $self->address2;
5946 my($payname, $payfirst, $paylast);
5947 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5948 $payname = $self->payname;
5949 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5950 or return "Illegal payname $payname";
5951 ($payfirst, $paylast) = ($1, $2);
5953 $payfirst = $self->getfield('first');
5954 $paylast = $self->getfield('last');
5955 $payname = "$payfirst $paylast";
5958 my @invoicing_list = $self->invoicing_list_emailonly;
5959 if ( $conf->exists('emailinvoiceautoalways')
5960 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5961 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5962 push @invoicing_list, $self->all_emails;
5965 my $email = ($conf->exists('business-onlinepayment-email-override'))
5966 ? $conf->config('business-onlinepayment-email-override')
5967 : $invoicing_list[0];
5969 my $payip = exists($options{'payip'})
5972 $content{customer_ip} = $payip
5976 if ( $options{method} eq 'CC' ) {
5979 $content{card_number} = $payinfo = $cust_pay->payinfo;
5980 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5981 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5982 ($content{expiration} = "$2/$1"); # where available
5984 $content{card_number} = $payinfo = $self->payinfo;
5985 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5986 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5987 $content{expiration} = "$2/$1";
5990 } elsif ( $options{method} eq 'ECHECK' ) {
5993 $payinfo = $cust_pay->payinfo;
5995 $payinfo = $self->payinfo;
5997 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5998 $content{bank_name} = $self->payname;
5999 $content{account_type} = 'CHECKING';
6000 $content{account_name} = $payname;
6001 $content{customer_org} = $self->company ? 'B' : 'I';
6002 $content{customer_ssn} = $self->ss;
6003 } elsif ( $options{method} eq 'LEC' ) {
6004 $content{phone} = $payinfo = $self->payinfo;
6008 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6009 my %sub_content = $refund->content(
6010 'action' => 'credit',
6011 'customer_id' => $self->custnum,
6012 'last_name' => $paylast,
6013 'first_name' => $payfirst,
6015 'address' => $address,
6016 'city' => $self->city,
6017 'state' => $self->state,
6018 'zip' => $self->zip,
6019 'country' => $self->country,
6021 'phone' => $self->daytime || $self->night,
6024 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6028 return "$processor error: ". $refund->error_message
6029 unless $refund->is_success();
6031 my $paybatch = "$processor:". $refund->authorization;
6032 $paybatch .= ':'. $refund->order_number
6033 if $refund->can('order_number') && $refund->order_number;
6035 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6036 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6037 last unless @cust_bill_pay;
6038 my $cust_bill_pay = pop @cust_bill_pay;
6039 my $error = $cust_bill_pay->delete;
6043 my $cust_refund = new FS::cust_refund ( {
6044 'custnum' => $self->custnum,
6045 'paynum' => $options{'paynum'},
6046 'refund' => $amount,
6048 'payby' => $bop_method2payby{$options{method}},
6049 'payinfo' => $payinfo,
6050 'paybatch' => $paybatch,
6051 'reason' => $options{'reason'} || 'card or ACH refund',
6053 my $error = $cust_refund->insert;
6055 $cust_refund->paynum(''); #try again with no specific paynum
6056 my $error2 = $cust_refund->insert;
6058 # gah, even with transactions.
6059 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6060 "error inserting refund ($processor): $error2".
6061 " (previously tried insert with paynum #$options{'paynum'}" .
6072 =item batch_card OPTION => VALUE...
6074 Adds a payment for this invoice to the pending credit card batch (see
6075 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6076 runs the payment using a realtime gateway.
6081 my ($self, %options) = @_;
6084 if (exists($options{amount})) {
6085 $amount = $options{amount};
6087 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6089 return '' unless $amount > 0;
6091 my $invnum = delete $options{invnum};
6092 my $payby = $options{invnum} || $self->payby; #dubious
6094 if ($options{'realtime'}) {
6095 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6101 my $oldAutoCommit = $FS::UID::AutoCommit;
6102 local $FS::UID::AutoCommit = 0;
6105 #this needs to handle mysql as well as Pg, like svc_acct.pm
6106 #(make it into a common function if folks need to do batching with mysql)
6107 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6108 or return "Cannot lock pay_batch: " . $dbh->errstr;
6112 'payby' => FS::payby->payby2payment($payby),
6115 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6117 unless ( $pay_batch ) {
6118 $pay_batch = new FS::pay_batch \%pay_batch;
6119 my $error = $pay_batch->insert;
6121 $dbh->rollback if $oldAutoCommit;
6122 die "error creating new batch: $error\n";
6126 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6127 'batchnum' => $pay_batch->batchnum,
6128 'custnum' => $self->custnum,
6131 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6133 $options{$_} = '' unless exists($options{$_});
6136 my $cust_pay_batch = new FS::cust_pay_batch ( {
6137 'batchnum' => $pay_batch->batchnum,
6138 'invnum' => $invnum || 0, # is there a better value?
6139 # this field should be
6141 # cust_bill_pay_batch now
6142 'custnum' => $self->custnum,
6143 'last' => $self->getfield('last'),
6144 'first' => $self->getfield('first'),
6145 'address1' => $options{address1} || $self->address1,
6146 'address2' => $options{address2} || $self->address2,
6147 'city' => $options{city} || $self->city,
6148 'state' => $options{state} || $self->state,
6149 'zip' => $options{zip} || $self->zip,
6150 'country' => $options{country} || $self->country,
6151 'payby' => $options{payby} || $self->payby,
6152 'payinfo' => $options{payinfo} || $self->payinfo,
6153 'exp' => $options{paydate} || $self->paydate,
6154 'payname' => $options{payname} || $self->payname,
6155 'amount' => $amount, # consolidating
6158 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6159 if $old_cust_pay_batch;
6162 if ($old_cust_pay_batch) {
6163 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6165 $error = $cust_pay_batch->insert;
6169 $dbh->rollback if $oldAutoCommit;
6173 my $unapplied = $self->total_unapplied_credits
6174 + $self->total_unapplied_payments
6175 + $self->in_transit_payments;
6176 foreach my $cust_bill ($self->open_cust_bill) {
6177 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6178 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6179 'invnum' => $cust_bill->invnum,
6180 'paybatchnum' => $cust_pay_batch->paybatchnum,
6181 'amount' => $cust_bill->owed,
6184 if ($unapplied >= $cust_bill_pay_batch->amount){
6185 $unapplied -= $cust_bill_pay_batch->amount;
6188 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6189 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6191 $error = $cust_bill_pay_batch->insert;
6193 $dbh->rollback if $oldAutoCommit;
6198 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6202 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6204 Applies unapplied payments and credits.
6206 In most cases, this new method should be used in place of sequential
6207 apply_payments and apply_credits methods.
6209 A hash of optional arguments may be passed. Currently "manual" is supported.
6210 If true, a payment receipt is sent instead of a statement when
6211 'payment_receipt_email' configuration option is set.
6213 If there is an error, returns the error, otherwise returns false.
6217 sub apply_payments_and_credits {
6218 my( $self, %options ) = @_;
6220 local $SIG{HUP} = 'IGNORE';
6221 local $SIG{INT} = 'IGNORE';
6222 local $SIG{QUIT} = 'IGNORE';
6223 local $SIG{TERM} = 'IGNORE';
6224 local $SIG{TSTP} = 'IGNORE';
6225 local $SIG{PIPE} = 'IGNORE';
6227 my $oldAutoCommit = $FS::UID::AutoCommit;
6228 local $FS::UID::AutoCommit = 0;
6231 $self->select_for_update; #mutex
6233 foreach my $cust_bill ( $self->open_cust_bill ) {
6234 my $error = $cust_bill->apply_payments_and_credits(%options);
6236 $dbh->rollback if $oldAutoCommit;
6237 return "Error applying: $error";
6241 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6246 =item apply_credits OPTION => VALUE ...
6248 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6249 to outstanding invoice balances in chronological order (or reverse
6250 chronological order if the I<order> option is set to B<newest>) and returns the
6251 value of any remaining unapplied credits available for refund (see
6252 L<FS::cust_refund>).
6254 Dies if there is an error.
6262 local $SIG{HUP} = 'IGNORE';
6263 local $SIG{INT} = 'IGNORE';
6264 local $SIG{QUIT} = 'IGNORE';
6265 local $SIG{TERM} = 'IGNORE';
6266 local $SIG{TSTP} = 'IGNORE';
6267 local $SIG{PIPE} = 'IGNORE';
6269 my $oldAutoCommit = $FS::UID::AutoCommit;
6270 local $FS::UID::AutoCommit = 0;
6273 $self->select_for_update; #mutex
6275 unless ( $self->total_unapplied_credits ) {
6276 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6280 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6281 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6283 my @invoices = $self->open_cust_bill;
6284 @invoices = sort { $b->_date <=> $a->_date } @invoices
6285 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6287 if ( $conf->exists('pkg-balances') ) {
6288 # limit @credits to those w/ a pkgnum grepped from $self
6290 foreach my $i (@invoices) {
6291 foreach my $li ( $i->cust_bill_pkg ) {
6292 $pkgnums{$li->pkgnum} = 1;
6295 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6300 foreach my $cust_bill ( @invoices ) {
6302 if ( !defined($credit) || $credit->credited == 0) {
6303 $credit = pop @credits or last;
6307 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6308 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6310 $owed = $cust_bill->owed;
6312 unless ( $owed > 0 ) {
6313 push @credits, $credit;
6317 my $amount = min( $credit->credited, $owed );
6319 my $cust_credit_bill = new FS::cust_credit_bill ( {
6320 'crednum' => $credit->crednum,
6321 'invnum' => $cust_bill->invnum,
6322 'amount' => $amount,
6324 $cust_credit_bill->pkgnum( $credit->pkgnum )
6325 if $conf->exists('pkg-balances') && $credit->pkgnum;
6326 my $error = $cust_credit_bill->insert;
6328 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6332 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6336 my $total_unapplied_credits = $self->total_unapplied_credits;
6338 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6340 return $total_unapplied_credits;
6343 =item apply_payments [ OPTION => VALUE ... ]
6345 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6346 to outstanding invoice balances in chronological order.
6348 #and returns the value of any remaining unapplied payments.
6350 A hash of optional arguments may be passed. Currently "manual" is supported.
6351 If true, a payment receipt is sent instead of a statement when
6352 'payment_receipt_email' configuration option is set.
6355 Dies if there is an error.
6359 sub apply_payments {
6360 my( $self, %options ) = @_;
6362 local $SIG{HUP} = 'IGNORE';
6363 local $SIG{INT} = 'IGNORE';
6364 local $SIG{QUIT} = 'IGNORE';
6365 local $SIG{TERM} = 'IGNORE';
6366 local $SIG{TSTP} = 'IGNORE';
6367 local $SIG{PIPE} = 'IGNORE';
6369 my $oldAutoCommit = $FS::UID::AutoCommit;
6370 local $FS::UID::AutoCommit = 0;
6373 $self->select_for_update; #mutex
6377 my @payments = sort { $b->_date <=> $a->_date }
6378 grep { $_->unapplied > 0 }
6381 my @invoices = sort { $a->_date <=> $b->_date}
6382 grep { $_->owed > 0 }
6385 if ( $conf->exists('pkg-balances') ) {
6386 # limit @payments to those w/ a pkgnum grepped from $self
6388 foreach my $i (@invoices) {
6389 foreach my $li ( $i->cust_bill_pkg ) {
6390 $pkgnums{$li->pkgnum} = 1;
6393 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6398 foreach my $cust_bill ( @invoices ) {
6400 if ( !defined($payment) || $payment->unapplied == 0 ) {
6401 $payment = pop @payments or last;
6405 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6406 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6408 $owed = $cust_bill->owed;
6410 unless ( $owed > 0 ) {
6411 push @payments, $payment;
6415 my $amount = min( $payment->unapplied, $owed );
6417 my $cust_bill_pay = new FS::cust_bill_pay ( {
6418 'paynum' => $payment->paynum,
6419 'invnum' => $cust_bill->invnum,
6420 'amount' => $amount,
6422 $cust_bill_pay->pkgnum( $payment->pkgnum )
6423 if $conf->exists('pkg-balances') && $payment->pkgnum;
6424 my $error = $cust_bill_pay->insert(%options);
6426 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6430 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6434 my $total_unapplied_payments = $self->total_unapplied_payments;
6436 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6438 return $total_unapplied_payments;
6443 Returns the total owed for this customer on all invoices
6444 (see L<FS::cust_bill/owed>).
6450 $self->total_owed_date(2145859200); #12/31/2037
6453 =item total_owed_date TIME
6455 Returns the total owed for this customer on all invoices with date earlier than
6456 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6457 see L<Time::Local> and L<Date::Parse> for conversion functions.
6461 sub total_owed_date {
6465 # my $custnum = $self->custnum;
6467 # my $owed_sql = FS::cust_bill->owed_sql;
6470 # SELECT SUM($owed_sql) FROM cust_bill
6471 # WHERE custnum = $custnum
6472 # AND _date <= $time
6475 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6476 # $sth->execute() or die $sth->errstr;
6478 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6481 foreach my $cust_bill (
6482 grep { $_->_date <= $time }
6483 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6485 $total_bill += $cust_bill->owed;
6487 sprintf( "%.2f", $total_bill );
6491 =item total_owed_pkgnum PKGNUM
6493 Returns the total owed on all invoices for this customer's specific package
6494 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6498 sub total_owed_pkgnum {
6499 my( $self, $pkgnum ) = @_;
6500 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6503 =item total_owed_date_pkgnum TIME PKGNUM
6505 Returns the total owed for this customer's specific package when using
6506 experimental package balances on all invoices with date earlier than
6507 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6508 see L<Time::Local> and L<Date::Parse> for conversion functions.
6512 sub total_owed_date_pkgnum {
6513 my( $self, $time, $pkgnum ) = @_;
6516 foreach my $cust_bill (
6517 grep { $_->_date <= $time }
6518 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6520 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6522 sprintf( "%.2f", $total_bill );
6528 Returns the total amount of all payments.
6535 $total += $_->paid foreach $self->cust_pay;
6536 sprintf( "%.2f", $total );
6539 =item total_unapplied_credits
6541 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6542 customer. See L<FS::cust_credit/credited>.
6544 =item total_credited
6546 Old name for total_unapplied_credits. Don't use.
6550 sub total_credited {
6551 #carp "total_credited deprecated, use total_unapplied_credits";
6552 shift->total_unapplied_credits(@_);
6555 sub total_unapplied_credits {
6557 my $total_credit = 0;
6558 $total_credit += $_->credited foreach $self->cust_credit;
6559 sprintf( "%.2f", $total_credit );
6562 =item total_unapplied_credits_pkgnum PKGNUM
6564 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6565 customer. See L<FS::cust_credit/credited>.
6569 sub total_unapplied_credits_pkgnum {
6570 my( $self, $pkgnum ) = @_;
6571 my $total_credit = 0;
6572 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6573 sprintf( "%.2f", $total_credit );
6577 =item total_unapplied_payments
6579 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6580 See L<FS::cust_pay/unapplied>.
6584 sub total_unapplied_payments {
6586 my $total_unapplied = 0;
6587 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6588 sprintf( "%.2f", $total_unapplied );
6591 =item total_unapplied_payments_pkgnum PKGNUM
6593 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6594 specific package when using experimental package balances. See
6595 L<FS::cust_pay/unapplied>.
6599 sub total_unapplied_payments_pkgnum {
6600 my( $self, $pkgnum ) = @_;
6601 my $total_unapplied = 0;
6602 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6603 sprintf( "%.2f", $total_unapplied );
6607 =item total_unapplied_refunds
6609 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6610 customer. See L<FS::cust_refund/unapplied>.
6614 sub total_unapplied_refunds {
6616 my $total_unapplied = 0;
6617 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6618 sprintf( "%.2f", $total_unapplied );
6623 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6624 total_unapplied_credits minus total_unapplied_payments).
6632 + $self->total_unapplied_refunds
6633 - $self->total_unapplied_credits
6634 - $self->total_unapplied_payments
6638 =item balance_date TIME
6640 Returns the balance for this customer, only considering invoices with date
6641 earlier than TIME (total_owed_date minus total_credited minus
6642 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6643 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6652 $self->total_owed_date($time)
6653 + $self->total_unapplied_refunds
6654 - $self->total_unapplied_credits
6655 - $self->total_unapplied_payments
6659 =item balance_pkgnum PKGNUM
6661 Returns the balance for this customer's specific package when using
6662 experimental package balances (total_owed plus total_unrefunded, minus
6663 total_unapplied_credits minus total_unapplied_payments)
6667 sub balance_pkgnum {
6668 my( $self, $pkgnum ) = @_;
6671 $self->total_owed_pkgnum($pkgnum)
6672 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6673 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6674 - $self->total_unapplied_credits_pkgnum($pkgnum)
6675 - $self->total_unapplied_payments_pkgnum($pkgnum)
6679 =item in_transit_payments
6681 Returns the total of requests for payments for this customer pending in
6682 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6686 sub in_transit_payments {
6688 my $in_transit_payments = 0;
6689 foreach my $pay_batch ( qsearch('pay_batch', {
6692 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6693 'batchnum' => $pay_batch->batchnum,
6694 'custnum' => $self->custnum,
6696 $in_transit_payments += $cust_pay_batch->amount;
6699 sprintf( "%.2f", $in_transit_payments );
6704 Returns a hash of useful information for making a payment.
6714 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6715 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6716 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6720 For credit card transactions:
6732 For electronic check transactions:
6747 $return{balance} = $self->balance;
6749 $return{payname} = $self->payname
6750 || ( $self->first. ' '. $self->get('last') );
6752 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6754 $return{payby} = $self->payby;
6755 $return{stateid_state} = $self->stateid_state;
6757 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6758 $return{card_type} = cardtype($self->payinfo);
6759 $return{payinfo} = $self->paymask;
6761 @return{'month', 'year'} = $self->paydate_monthyear;
6765 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6766 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6767 $return{payinfo1} = $payinfo1;
6768 $return{payinfo2} = $payinfo2;
6769 $return{paytype} = $self->paytype;
6770 $return{paystate} = $self->paystate;
6774 #doubleclick protection
6776 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6782 =item paydate_monthyear
6784 Returns a two-element list consisting of the month and year of this customer's
6785 paydate (credit card expiration date for CARD customers)
6789 sub paydate_monthyear {
6791 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6793 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6800 =item tax_exemption TAXNAME
6805 my( $self, $taxname ) = @_;
6807 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6808 'taxname' => $taxname,
6813 =item cust_main_exemption
6817 sub cust_main_exemption {
6819 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6822 =item invoicing_list [ ARRAYREF ]
6824 If an arguement is given, sets these email addresses as invoice recipients
6825 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6826 (except as warnings), so use check_invoicing_list first.
6828 Returns a list of email addresses (with svcnum entries expanded).
6830 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6831 check it without disturbing anything by passing nothing.
6833 This interface may change in the future.
6837 sub invoicing_list {
6838 my( $self, $arrayref ) = @_;
6841 my @cust_main_invoice;
6842 if ( $self->custnum ) {
6843 @cust_main_invoice =
6844 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6846 @cust_main_invoice = ();
6848 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6849 #warn $cust_main_invoice->destnum;
6850 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6851 #warn $cust_main_invoice->destnum;
6852 my $error = $cust_main_invoice->delete;
6853 warn $error if $error;
6856 if ( $self->custnum ) {
6857 @cust_main_invoice =
6858 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6860 @cust_main_invoice = ();
6862 my %seen = map { $_->address => 1 } @cust_main_invoice;
6863 foreach my $address ( @{$arrayref} ) {
6864 next if exists $seen{$address} && $seen{$address};
6865 $seen{$address} = 1;
6866 my $cust_main_invoice = new FS::cust_main_invoice ( {
6867 'custnum' => $self->custnum,
6870 my $error = $cust_main_invoice->insert;
6871 warn $error if $error;
6875 if ( $self->custnum ) {
6877 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6884 =item check_invoicing_list ARRAYREF
6886 Checks these arguements as valid input for the invoicing_list method. If there
6887 is an error, returns the error, otherwise returns false.
6891 sub check_invoicing_list {
6892 my( $self, $arrayref ) = @_;
6894 foreach my $address ( @$arrayref ) {
6896 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6897 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6900 my $cust_main_invoice = new FS::cust_main_invoice ( {
6901 'custnum' => $self->custnum,
6904 my $error = $self->custnum
6905 ? $cust_main_invoice->check
6906 : $cust_main_invoice->checkdest
6908 return $error if $error;
6912 return "Email address required"
6913 if $conf->exists('cust_main-require_invoicing_list_email')
6914 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6919 =item set_default_invoicing_list
6921 Sets the invoicing list to all accounts associated with this customer,
6922 overwriting any previous invoicing list.
6926 sub set_default_invoicing_list {
6928 $self->invoicing_list($self->all_emails);
6933 Returns the email addresses of all accounts provisioned for this customer.
6940 foreach my $cust_pkg ( $self->all_pkgs ) {
6941 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6943 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6944 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6946 $list{$_}=1 foreach map { $_->email } @svc_acct;
6951 =item invoicing_list_addpost
6953 Adds postal invoicing to this customer. If this customer is already configured
6954 to receive postal invoices, does nothing.
6958 sub invoicing_list_addpost {
6960 return if grep { $_ eq 'POST' } $self->invoicing_list;
6961 my @invoicing_list = $self->invoicing_list;
6962 push @invoicing_list, 'POST';
6963 $self->invoicing_list(\@invoicing_list);
6966 =item invoicing_list_emailonly
6968 Returns the list of email invoice recipients (invoicing_list without non-email
6969 destinations such as POST and FAX).
6973 sub invoicing_list_emailonly {
6975 warn "$me invoicing_list_emailonly called"
6977 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6980 =item invoicing_list_emailonly_scalar
6982 Returns the list of email invoice recipients (invoicing_list without non-email
6983 destinations such as POST and FAX) as a comma-separated scalar.
6987 sub invoicing_list_emailonly_scalar {
6989 warn "$me invoicing_list_emailonly_scalar called"
6991 join(', ', $self->invoicing_list_emailonly);
6994 =item referral_custnum_cust_main
6996 Returns the customer who referred this customer (or the empty string, if
6997 this customer was not referred).
6999 Note the difference with referral_cust_main method: This method,
7000 referral_custnum_cust_main returns the single customer (if any) who referred
7001 this customer, while referral_cust_main returns an array of customers referred
7006 sub referral_custnum_cust_main {
7008 return '' unless $self->referral_custnum;
7009 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7012 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7014 Returns an array of customers referred by this customer (referral_custnum set
7015 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7016 customers referred by customers referred by this customer and so on, inclusive.
7017 The default behavior is DEPTH 1 (no recursion).
7019 Note the difference with referral_custnum_cust_main method: This method,
7020 referral_cust_main, returns an array of customers referred BY this customer,
7021 while referral_custnum_cust_main returns the single customer (if any) who
7022 referred this customer.
7026 sub referral_cust_main {
7028 my $depth = @_ ? shift : 1;
7029 my $exclude = @_ ? shift : {};
7032 map { $exclude->{$_->custnum}++; $_; }
7033 grep { ! $exclude->{ $_->custnum } }
7034 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7038 map { $_->referral_cust_main($depth-1, $exclude) }
7045 =item referral_cust_main_ncancelled
7047 Same as referral_cust_main, except only returns customers with uncancelled
7052 sub referral_cust_main_ncancelled {
7054 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7057 =item referral_cust_pkg [ DEPTH ]
7059 Like referral_cust_main, except returns a flat list of all unsuspended (and
7060 uncancelled) packages for each customer. The number of items in this list may
7061 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7065 sub referral_cust_pkg {
7067 my $depth = @_ ? shift : 1;
7069 map { $_->unsuspended_pkgs }
7070 grep { $_->unsuspended_pkgs }
7071 $self->referral_cust_main($depth);
7074 =item referring_cust_main
7076 Returns the single cust_main record for the customer who referred this customer
7077 (referral_custnum), or false.
7081 sub referring_cust_main {
7083 return '' unless $self->referral_custnum;
7084 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7087 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7089 Applies a credit to this customer. If there is an error, returns the error,
7090 otherwise returns false.
7092 REASON can be a text string, an FS::reason object, or a scalar reference to
7093 a reasonnum. If a text string, it will be automatically inserted as a new
7094 reason, and a 'reason_type' option must be passed to indicate the
7095 FS::reason_type for the new reason.
7097 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7099 Any other options are passed to FS::cust_credit::insert.
7104 my( $self, $amount, $reason, %options ) = @_;
7106 my $cust_credit = new FS::cust_credit {
7107 'custnum' => $self->custnum,
7108 'amount' => $amount,
7111 if ( ref($reason) ) {
7113 if ( ref($reason) eq 'SCALAR' ) {
7114 $cust_credit->reasonnum( $$reason );
7116 $cust_credit->reasonnum( $reason->reasonnum );
7120 $cust_credit->set('reason', $reason)
7123 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7124 if exists($options{'addlinfo'});
7126 $cust_credit->insert(%options);
7130 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7132 Creates a one-time charge for this customer. If there is an error, returns
7133 the error, otherwise returns false.
7135 New-style, with a hashref of options:
7137 my $error = $cust_main->charge(
7141 'start_date' => str2time('7/4/2009'),
7142 'pkg' => 'Description',
7143 'comment' => 'Comment',
7144 'additional' => [], #extra invoice detail
7145 'classnum' => 1, #pkg_class
7147 'setuptax' => '', # or 'Y' for tax exempt
7150 'taxclass' => 'Tax class',
7153 'taxproduct' => 2, #part_pkg_taxproduct
7154 'override' => {}, #XXX describe
7160 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7166 my ( $amount, $quantity, $start_date, $classnum );
7167 my ( $pkg, $comment, $additional );
7168 my ( $setuptax, $taxclass ); #internal taxes
7169 my ( $taxproduct, $override ); #vendor (CCH) taxes
7170 if ( ref( $_[0] ) ) {
7171 $amount = $_[0]->{amount};
7172 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7173 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7174 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7175 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7176 : '$'. sprintf("%.2f",$amount);
7177 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7178 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7179 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7180 $additional = $_[0]->{additional} || [];
7181 $taxproduct = $_[0]->{taxproductnum};
7182 $override = { '' => $_[0]->{tax_override} };
7187 $pkg = @_ ? shift : 'One-time charge';
7188 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7190 $taxclass = @_ ? shift : '';
7194 local $SIG{HUP} = 'IGNORE';
7195 local $SIG{INT} = 'IGNORE';
7196 local $SIG{QUIT} = 'IGNORE';
7197 local $SIG{TERM} = 'IGNORE';
7198 local $SIG{TSTP} = 'IGNORE';
7199 local $SIG{PIPE} = 'IGNORE';
7201 my $oldAutoCommit = $FS::UID::AutoCommit;
7202 local $FS::UID::AutoCommit = 0;
7205 my $part_pkg = new FS::part_pkg ( {
7207 'comment' => $comment,
7211 'classnum' => $classnum ? $classnum : '',
7212 'setuptax' => $setuptax,
7213 'taxclass' => $taxclass,
7214 'taxproductnum' => $taxproduct,
7217 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7218 ( 0 .. @$additional - 1 )
7220 'additional_count' => scalar(@$additional),
7221 'setup_fee' => $amount,
7224 my $error = $part_pkg->insert( options => \%options,
7225 tax_overrides => $override,
7228 $dbh->rollback if $oldAutoCommit;
7232 my $pkgpart = $part_pkg->pkgpart;
7233 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7234 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7235 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7236 $error = $type_pkgs->insert;
7238 $dbh->rollback if $oldAutoCommit;
7243 my $cust_pkg = new FS::cust_pkg ( {
7244 'custnum' => $self->custnum,
7245 'pkgpart' => $pkgpart,
7246 'quantity' => $quantity,
7247 'start_date' => $start_date,
7250 $error = $cust_pkg->insert;
7252 $dbh->rollback if $oldAutoCommit;
7256 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7261 #=item charge_postal_fee
7263 #Applies a one time charge this customer. If there is an error,
7264 #returns the error, returns the cust_pkg charge object or false
7265 #if there was no charge.
7269 # This should be a customer event. For that to work requires that bill
7270 # also be a customer event.
7272 sub charge_postal_fee {
7275 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7276 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7278 my $cust_pkg = new FS::cust_pkg ( {
7279 'custnum' => $self->custnum,
7280 'pkgpart' => $pkgpart,
7284 my $error = $cust_pkg->insert;
7285 $error ? $error : $cust_pkg;
7290 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7296 sort { $a->_date <=> $b->_date }
7297 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7300 =item open_cust_bill
7302 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7307 sub open_cust_bill {
7311 'table' => 'cust_bill',
7312 'hashref' => { 'custnum' => $self->custnum, },
7313 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7314 'order_by' => 'ORDER BY _date ASC',
7319 =item cust_statements
7321 Returns all the statements (see L<FS::cust_statement>) for this customer.
7325 sub cust_statement {
7327 sort { $a->_date <=> $b->_date }
7328 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7333 Returns all the credits (see L<FS::cust_credit>) for this customer.
7339 sort { $a->_date <=> $b->_date }
7340 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7343 =item cust_credit_pkgnum
7345 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7346 package when using experimental package balances.
7350 sub cust_credit_pkgnum {
7351 my( $self, $pkgnum ) = @_;
7352 sort { $a->_date <=> $b->_date }
7353 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7354 'pkgnum' => $pkgnum,
7361 Returns all the payments (see L<FS::cust_pay>) for this customer.
7367 sort { $a->_date <=> $b->_date }
7368 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7371 =item cust_pay_pkgnum
7373 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7374 package when using experimental package balances.
7378 sub cust_pay_pkgnum {
7379 my( $self, $pkgnum ) = @_;
7380 sort { $a->_date <=> $b->_date }
7381 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7382 'pkgnum' => $pkgnum,
7389 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7395 sort { $a->_date <=> $b->_date }
7396 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7399 =item cust_pay_batch
7401 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7405 sub cust_pay_batch {
7407 sort { $a->paybatchnum <=> $b->paybatchnum }
7408 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7411 =item cust_pay_pending
7413 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7414 (without status "done").
7418 sub cust_pay_pending {
7420 return $self->num_cust_pay_pending unless wantarray;
7421 sort { $a->_date <=> $b->_date }
7422 qsearch( 'cust_pay_pending', {
7423 'custnum' => $self->custnum,
7424 'status' => { op=>'!=', value=>'done' },
7429 =item num_cust_pay_pending
7431 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7432 customer (without status "done"). Also called automatically when the
7433 cust_pay_pending method is used in a scalar context.
7437 sub num_cust_pay_pending {
7439 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7440 " WHERE custnum = ? AND status != 'done' ";
7441 my $sth = dbh->prepare($sql) or die dbh->errstr;
7442 $sth->execute($self->custnum) or die $sth->errstr;
7443 $sth->fetchrow_arrayref->[0];
7448 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7454 sort { $a->_date <=> $b->_date }
7455 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7458 =item display_custnum
7460 Returns the displayed customer number for this customer: agent_custid if
7461 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7465 sub display_custnum {
7467 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7468 return $self->agent_custid;
7470 return $self->custnum;
7476 Returns a name string for this customer, either "Company (Last, First)" or
7483 my $name = $self->contact;
7484 $name = $self->company. " ($name)" if $self->company;
7490 Returns a name string for this (service/shipping) contact, either
7491 "Company (Last, First)" or "Last, First".
7497 if ( $self->get('ship_last') ) {
7498 my $name = $self->ship_contact;
7499 $name = $self->ship_company. " ($name)" if $self->ship_company;
7508 Returns a name string for this customer, either "Company" or "First Last".
7514 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7517 =item ship_name_short
7519 Returns a name string for this (service/shipping) contact, either "Company"
7524 sub ship_name_short {
7526 if ( $self->get('ship_last') ) {
7527 $self->ship_company !~ /^\s*$/
7528 ? $self->ship_company
7529 : $self->ship_contact_firstlast;
7531 $self->name_company_or_firstlast;
7537 Returns this customer's full (billing) contact name only, "Last, First"
7543 $self->get('last'). ', '. $self->first;
7548 Returns this customer's full (shipping) contact name only, "Last, First"
7554 $self->get('ship_last')
7555 ? $self->get('ship_last'). ', '. $self->ship_first
7559 =item contact_firstlast
7561 Returns this customers full (billing) contact name only, "First Last".
7565 sub contact_firstlast {
7567 $self->first. ' '. $self->get('last');
7570 =item ship_contact_firstlast
7572 Returns this customer's full (shipping) contact name only, "First Last".
7576 sub ship_contact_firstlast {
7578 $self->get('ship_last')
7579 ? $self->first. ' '. $self->get('ship_last')
7580 : $self->contact_firstlast;
7585 Returns this customer's full country name
7591 code2country($self->country);
7594 =item geocode DATA_VENDOR
7596 Returns a value for the customer location as encoded by DATA_VENDOR.
7597 Currently this only makes sense for "CCH" as DATA_VENDOR.
7602 my ($self, $data_vendor) = (shift, shift); #always cch for now
7604 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7605 return $geocode if $geocode;
7607 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7611 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7612 if $self->country eq 'US';
7614 #CCH specific location stuff
7615 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7617 my @cust_tax_location =
7619 'table' => 'cust_tax_location',
7620 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7621 'extra_sql' => $extra_sql,
7622 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7625 $geocode = $cust_tax_location[0]->geocode
7626 if scalar(@cust_tax_location);
7635 Returns a status string for this customer, currently:
7639 =item prospect - No packages have ever been ordered
7641 =item active - One or more recurring packages is active
7643 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7645 =item suspended - All non-cancelled recurring packages are suspended
7647 =item cancelled - All recurring packages are cancelled
7653 sub status { shift->cust_status(@_); }
7657 for my $status (qw( prospect active inactive suspended cancelled )) {
7658 my $method = $status.'_sql';
7659 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7660 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7661 $sth->execute( ($self->custnum) x $numnum )
7662 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7663 return $status if $sth->fetchrow_arrayref->[0];
7667 =item ucfirst_cust_status
7669 =item ucfirst_status
7671 Returns the status with the first character capitalized.
7675 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7677 sub ucfirst_cust_status {
7679 ucfirst($self->cust_status);
7684 Returns a hex triplet color string for this customer's status.
7688 use vars qw(%statuscolor);
7689 tie %statuscolor, 'Tie::IxHash',
7690 'prospect' => '7e0079', #'000000', #black? naw, purple
7691 'active' => '00CC00', #green
7692 'inactive' => '0000CC', #blue
7693 'suspended' => 'FF9900', #yellow
7694 'cancelled' => 'FF0000', #red
7697 sub statuscolor { shift->cust_statuscolor(@_); }
7699 sub cust_statuscolor {
7701 $statuscolor{$self->cust_status};
7706 Returns an array of hashes representing the customer's RT tickets.
7713 my $num = $conf->config('cust_main-max_tickets') || 10;
7716 if ( $conf->config('ticket_system') ) {
7717 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7719 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7723 foreach my $priority (
7724 $conf->config('ticket_system-custom_priority_field-values'), ''
7726 last if scalar(@tickets) >= $num;
7728 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7729 $num - scalar(@tickets),
7739 # Return services representing svc_accts in customer support packages
7740 sub support_services {
7742 my %packages = map { $_ => 1 } $conf->config('support_packages');
7744 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7745 grep { $_->part_svc->svcdb eq 'svc_acct' }
7746 map { $_->cust_svc }
7747 grep { exists $packages{ $_->pkgpart } }
7748 $self->ncancelled_pkgs;
7752 # Return a list of latitude/longitude for one of the services (if any)
7753 sub service_coordinates {
7757 grep { $_->latitude && $_->longitude }
7759 map { $_->cust_svc }
7760 $self->ncancelled_pkgs;
7762 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7767 =head1 CLASS METHODS
7773 Class method that returns the list of possible status strings for customers
7774 (see L<the status method|/status>). For example:
7776 @statuses = FS::cust_main->statuses();
7781 #my $self = shift; #could be class...
7787 Returns an SQL expression identifying prospective cust_main records (customers
7788 with no packages ever ordered)
7792 use vars qw($select_count_pkgs);
7793 $select_count_pkgs =
7794 "SELECT COUNT(*) FROM cust_pkg
7795 WHERE cust_pkg.custnum = cust_main.custnum";
7797 sub select_count_pkgs_sql {
7801 sub prospect_sql { "
7802 0 = ( $select_count_pkgs )
7807 Returns an SQL expression identifying active cust_main records (customers with
7808 active recurring packages).
7813 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7819 Returns an SQL expression identifying inactive cust_main records (customers with
7820 no active recurring packages, but otherwise unsuspended/uncancelled).
7824 sub inactive_sql { "
7825 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7827 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7833 Returns an SQL expression identifying suspended cust_main records.
7838 sub suspended_sql { susp_sql(@_); }
7840 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7842 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7848 Returns an SQL expression identifying cancelled cust_main records.
7852 sub cancelled_sql { cancel_sql(@_); }
7855 my $recurring_sql = FS::cust_pkg->recurring_sql;
7856 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7859 0 < ( $select_count_pkgs )
7860 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7861 AND 0 = ( $select_count_pkgs AND $recurring_sql
7862 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7864 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7870 =item uncancelled_sql
7872 Returns an SQL expression identifying un-cancelled cust_main records.
7876 sub uncancelled_sql { uncancel_sql(@_); }
7877 sub uncancel_sql { "
7878 ( 0 < ( $select_count_pkgs
7879 AND ( cust_pkg.cancel IS NULL
7880 OR cust_pkg.cancel = 0
7883 OR 0 = ( $select_count_pkgs )
7889 Returns an SQL fragment to retreive the balance.
7894 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7895 WHERE cust_bill.custnum = cust_main.custnum )
7896 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7897 WHERE cust_pay.custnum = cust_main.custnum )
7898 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7899 WHERE cust_credit.custnum = cust_main.custnum )
7900 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7901 WHERE cust_refund.custnum = cust_main.custnum )
7904 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7906 Returns an SQL fragment to retreive the balance for this customer, only
7907 considering invoices with date earlier than START_TIME, and optionally not
7908 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7909 total_unapplied_payments).
7911 Times are specified as SQL fragments or numeric
7912 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7913 L<Date::Parse> for conversion functions. The empty string can be passed
7914 to disable that time constraint completely.
7916 Available options are:
7920 =item unapplied_date
7922 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)
7927 set to true to remove all customer comparison clauses, for totals
7932 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7937 JOIN clause (typically used with the total option)
7943 sub balance_date_sql {
7944 my( $class, $start, $end, %opt ) = @_;
7946 my $owed = FS::cust_bill->owed_sql;
7947 my $unapp_refund = FS::cust_refund->unapplied_sql;
7948 my $unapp_credit = FS::cust_credit->unapplied_sql;
7949 my $unapp_pay = FS::cust_pay->unapplied_sql;
7951 my $j = $opt{'join'} || '';
7953 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7954 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7955 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7956 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7958 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7959 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7960 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7961 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7966 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7968 Returns an SQL fragment to retreive the total unapplied payments for this
7969 customer, only considering invoices with date earlier than START_TIME, and
7970 optionally not later than END_TIME.
7972 Times are specified as SQL fragments or numeric
7973 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7974 L<Date::Parse> for conversion functions. The empty string can be passed
7975 to disable that time constraint completely.
7977 Available options are:
7981 sub unapplied_payments_date_sql {
7982 my( $class, $start, $end, ) = @_;
7984 my $unapp_pay = FS::cust_pay->unapplied_sql;
7986 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7987 'unapplied_date'=>1 );
7989 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7992 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7994 Helper method for balance_date_sql; name (and usage) subject to change
7995 (suggestions welcome).
7997 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7998 cust_refund, cust_credit or cust_pay).
8000 If TABLE is "cust_bill" or the unapplied_date option is true, only
8001 considers records with date earlier than START_TIME, and optionally not
8002 later than END_TIME .
8006 sub _money_table_where {
8007 my( $class, $table, $start, $end, %opt ) = @_;
8010 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8011 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8012 push @where, "$table._date <= $start" if defined($start) && length($start);
8013 push @where, "$table._date > $end" if defined($end) && length($end);
8015 push @where, @{$opt{'where'}} if $opt{'where'};
8016 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8022 =item search_sql HASHREF
8026 Returns a qsearch hash expression to search for parameters specified in HREF.
8027 Valid parameters are
8035 =item cancelled_pkgs
8041 listref of start date, end date
8047 =item current_balance
8049 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8053 =item flattened_pkgs
8062 my ($class, $params) = @_;
8073 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8075 "cust_main.agentnum = $1";
8082 #prospect active inactive suspended cancelled
8083 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8084 my $method = $params->{'status'}. '_sql';
8085 #push @where, $class->$method();
8086 push @where, FS::cust_main->$method();
8090 # parse cancelled package checkbox
8095 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8096 unless $params->{'cancelled_pkgs'};
8099 # parse without census tract checkbox
8102 push @where, "(censustract = '' or censustract is null)"
8103 if $params->{'no_censustract'};
8109 foreach my $field (qw( signupdate )) {
8111 next unless exists($params->{$field});
8113 my($beginning, $ending) = @{$params->{$field}};
8116 "cust_main.$field IS NOT NULL",
8117 "cust_main.$field >= $beginning",
8118 "cust_main.$field <= $ending";
8120 $orderby ||= "ORDER BY cust_main.$field";
8128 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8130 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8137 #my $balance_sql = $class->balance_sql();
8138 my $balance_sql = FS::cust_main->balance_sql();
8140 push @where, map { s/current_balance/$balance_sql/; $_ }
8141 @{ $params->{'current_balance'} };
8147 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8149 "cust_main.custbatch = '$1'";
8153 # setup queries, subs, etc. for the search
8156 $orderby ||= 'ORDER BY custnum';
8158 # here is the agent virtualization
8159 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8161 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8163 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8165 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8167 my $select = join(', ',
8168 'cust_main.custnum',
8169 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8172 my(@extra_headers) = ();
8173 my(@extra_fields) = ();
8175 if ($params->{'flattened_pkgs'}) {
8177 if ($dbh->{Driver}->{Name} eq 'Pg') {
8179 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8181 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8182 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8183 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8185 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8186 "omitting packing information from report.";
8189 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";
8191 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8192 $sth->execute() or die $sth->errstr;
8193 my $headerrow = $sth->fetchrow_arrayref;
8194 my $headercount = $headerrow ? $headerrow->[0] : 0;
8195 while($headercount) {
8196 unshift @extra_headers, "Package ". $headercount;
8197 unshift @extra_fields, eval q!sub {my $c = shift;
8198 my @a = split '\|', $c->magic;
8199 my $p = $a[!.--$headercount. q!];
8207 'table' => 'cust_main',
8208 'select' => $select,
8210 'extra_sql' => $extra_sql,
8211 'order_by' => $orderby,
8212 'count_query' => $count_query,
8213 'extra_headers' => \@extra_headers,
8214 'extra_fields' => \@extra_fields,
8219 =item email_search_sql HASHREF
8223 Emails a notice to the specified customers.
8225 Valid parameters are those of the L<search_sql> method, plus the following:
8247 Optional job queue job for status updates.
8251 Returns an error message, or false for success.
8253 If an error occurs during any email, stops the enture send and returns that
8254 error. Presumably if you're getting SMTP errors aborting is better than
8255 retrying everything.
8259 sub email_search_sql {
8260 my($class, $params) = @_;
8262 my $from = delete $params->{from};
8263 my $subject = delete $params->{subject};
8264 my $html_body = delete $params->{html_body};
8265 my $text_body = delete $params->{text_body};
8267 my $job = delete $params->{'job'};
8269 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8270 unless ref($params->{'payby'});
8272 my $sql_query = $class->search_sql($params);
8274 my $count_query = delete($sql_query->{'count_query'});
8275 my $count_sth = dbh->prepare($count_query)
8276 or die "Error preparing $count_query: ". dbh->errstr;
8278 or die "Error executing $count_query: ". $count_sth->errstr;
8279 my $count_arrayref = $count_sth->fetchrow_arrayref;
8280 my $num_cust = $count_arrayref->[0];
8282 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8283 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8286 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8288 #eventually order+limit magic to reduce memory use?
8289 foreach my $cust_main ( qsearch($sql_query) ) {
8291 my $to = $cust_main->invoicing_list_emailonly_scalar;
8294 my $error = send_email(
8298 'subject' => $subject,
8299 'html_body' => $html_body,
8300 'text_body' => $text_body,
8303 return $error if $error;
8305 if ( $job ) { #progressbar foo
8307 if ( time - $min_sec > $last ) {
8308 my $error = $job->update_statustext(
8309 int( 100 * $num / $num_cust )
8311 die $error if $error;
8321 use Storable qw(thaw);
8324 sub process_email_search_sql {
8326 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8328 my $param = thaw(decode_base64(shift));
8329 warn Dumper($param) if $DEBUG;
8331 $param->{'job'} = $job;
8333 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8334 unless ref($param->{'payby'});
8336 my $error = FS::cust_main->email_search_sql( $param );
8337 die $error if $error;
8341 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8343 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8344 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
8345 appropriate ship_ field is also searched).
8347 Additional options are the same as FS::Record::qsearch
8352 my( $self, $fuzzy, $hash, @opt) = @_;
8357 check_and_rebuild_fuzzyfiles();
8358 foreach my $field ( keys %$fuzzy ) {
8360 my $all = $self->all_X($field);
8361 next unless scalar(@$all);
8364 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8367 foreach ( keys %match ) {
8368 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8369 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8372 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8375 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8377 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8385 Returns a masked version of the named field
8390 my ($self,$field) = @_;
8394 'x'x(length($self->getfield($field))-4).
8395 substr($self->getfield($field), (length($self->getfield($field))-4));
8405 =item smart_search OPTION => VALUE ...
8407 Accepts the following options: I<search>, the string to search for. The string
8408 will be searched for as a customer number, phone number, name or company name,
8409 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8410 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8411 skip fuzzy matching when an exact match is found.
8413 Any additional options are treated as an additional qualifier on the search
8416 Returns a (possibly empty) array of FS::cust_main objects.
8423 #here is the agent virtualization
8424 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8428 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8429 my $search = delete $options{'search'};
8430 ( my $alphanum_search = $search ) =~ s/\W//g;
8432 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8434 #false laziness w/Record::ut_phone
8435 my $phonen = "$1-$2-$3";
8436 $phonen .= " x$4" if $4;
8438 push @cust_main, qsearch( {
8439 'table' => 'cust_main',
8440 'hashref' => { %options },
8441 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8443 join(' OR ', map "$_ = '$phonen'",
8444 qw( daytime night fax
8445 ship_daytime ship_night ship_fax )
8448 " AND $agentnums_sql", #agent virtualization
8451 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8452 #try looking for matches with extensions unless one was specified
8454 push @cust_main, qsearch( {
8455 'table' => 'cust_main',
8456 'hashref' => { %options },
8457 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8459 join(' OR ', map "$_ LIKE '$phonen\%'",
8461 ship_daytime ship_night )
8464 " AND $agentnums_sql", #agent virtualization
8469 # custnum search (also try agent_custid), with some tweaking options if your
8470 # legacy cust "numbers" have letters
8473 if ( $search =~ /^\s*(\d+)\s*$/
8474 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8475 && $search =~ /^\s*(\w\w?\d+)\s*$/
8482 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
8483 push @cust_main, qsearch( {
8484 'table' => 'cust_main',
8485 'hashref' => { 'custnum' => $num, %options },
8486 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8490 push @cust_main, qsearch( {
8491 'table' => 'cust_main',
8492 'hashref' => { 'agent_custid' => $num, %options },
8493 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8496 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8498 my($company, $last, $first) = ( $1, $2, $3 );
8500 # "Company (Last, First)"
8501 #this is probably something a browser remembered,
8502 #so just do an exact search
8504 foreach my $prefix ( '', 'ship_' ) {
8505 push @cust_main, qsearch( {
8506 'table' => 'cust_main',
8507 'hashref' => { $prefix.'first' => $first,
8508 $prefix.'last' => $last,
8509 $prefix.'company' => $company,
8512 'extra_sql' => " AND $agentnums_sql",
8516 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8517 # try (ship_){last,company}
8521 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8522 # # full strings the browser remembers won't work
8523 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8525 use Lingua::EN::NameParse;
8526 my $NameParse = new Lingua::EN::NameParse(
8528 allow_reversed => 1,
8531 my($last, $first) = ( '', '' );
8532 #maybe disable this too and just rely on NameParse?
8533 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8535 ($last, $first) = ( $1, $2 );
8537 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8538 } elsif ( ! $NameParse->parse($value) ) {
8540 my %name = $NameParse->components;
8541 $first = $name{'given_name_1'};
8542 $last = $name{'surname_1'};
8546 if ( $first && $last ) {
8548 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8551 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8553 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8554 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8557 push @cust_main, qsearch( {
8558 'table' => 'cust_main',
8559 'hashref' => \%options,
8560 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8563 # or it just be something that was typed in... (try that in a sec)
8567 my $q_value = dbh->quote($value);
8570 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8571 $sql .= " ( LOWER(last) = $q_value
8572 OR LOWER(company) = $q_value
8573 OR LOWER(ship_last) = $q_value
8574 OR LOWER(ship_company) = $q_value
8577 push @cust_main, qsearch( {
8578 'table' => 'cust_main',
8579 'hashref' => \%options,
8580 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8583 #no exact match, trying substring/fuzzy
8584 #always do substring & fuzzy (unless they're explicity config'ed off)
8585 #getting complaints searches are not returning enough
8586 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8588 #still some false laziness w/search_sql (was search/cust_main.cgi)
8593 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8594 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8597 if ( $first && $last ) {
8600 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8601 'last' => { op=>'ILIKE', value=>"%$last%" },
8603 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8604 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8611 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8612 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8616 foreach my $hashref ( @hashrefs ) {
8618 push @cust_main, qsearch( {
8619 'table' => 'cust_main',
8620 'hashref' => { %$hashref,
8623 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8632 " AND $agentnums_sql", #extra_sql #agent virtualization
8635 if ( $first && $last ) {
8636 push @cust_main, FS::cust_main->fuzzy_search(
8637 { 'last' => $last, #fuzzy hashref
8638 'first' => $first }, #
8642 foreach my $field ( 'last', 'company' ) {
8644 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8651 #eliminate duplicates
8653 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8661 Accepts the following options: I<email>, the email address to search for. The
8662 email address will be searched for as an email invoice destination and as an
8665 #Any additional options are treated as an additional qualifier on the search
8666 #(i.e. I<agentnum>).
8668 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8678 my $email = delete $options{'email'};
8680 #we're only being used by RT at the moment... no agent virtualization yet
8681 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8685 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8687 my ( $user, $domain ) = ( $1, $2 );
8689 warn "$me smart_search: searching for $user in domain $domain"
8695 'table' => 'cust_main_invoice',
8696 'hashref' => { 'dest' => $email },
8703 map $_->cust_svc->cust_pkg,
8705 'table' => 'svc_acct',
8706 'hashref' => { 'username' => $user, },
8708 'AND ( SELECT domain FROM svc_domain
8709 WHERE svc_acct.domsvc = svc_domain.svcnum
8710 ) = '. dbh->quote($domain),
8716 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8718 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8725 =item check_and_rebuild_fuzzyfiles
8729 use vars qw(@fuzzyfields);
8730 @fuzzyfields = ( 'last', 'first', 'company' );
8732 sub check_and_rebuild_fuzzyfiles {
8733 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8734 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8737 =item rebuild_fuzzyfiles
8741 sub rebuild_fuzzyfiles {
8743 use Fcntl qw(:flock);
8745 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8746 mkdir $dir, 0700 unless -d $dir;
8748 foreach my $fuzzy ( @fuzzyfields ) {
8750 open(LOCK,">>$dir/cust_main.$fuzzy")
8751 or die "can't open $dir/cust_main.$fuzzy: $!";
8753 or die "can't lock $dir/cust_main.$fuzzy: $!";
8755 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8756 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8758 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8759 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8760 " WHERE $field != '' AND $field IS NOT NULL");
8761 $sth->execute or die $sth->errstr;
8763 while ( my $row = $sth->fetchrow_arrayref ) {
8764 print CACHE $row->[0]. "\n";
8769 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8771 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8782 my( $self, $field ) = @_;
8783 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8784 open(CACHE,"<$dir/cust_main.$field")
8785 or die "can't open $dir/cust_main.$field: $!";
8786 my @array = map { chomp; $_; } <CACHE>;
8791 =item append_fuzzyfiles LASTNAME COMPANY
8795 sub append_fuzzyfiles {
8796 #my( $first, $last, $company ) = @_;
8798 &check_and_rebuild_fuzzyfiles;
8800 use Fcntl qw(:flock);
8802 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8804 foreach my $field (qw( first last company )) {
8809 open(CACHE,">>$dir/cust_main.$field")
8810 or die "can't open $dir/cust_main.$field: $!";
8811 flock(CACHE,LOCK_EX)
8812 or die "can't lock $dir/cust_main.$field: $!";
8814 print CACHE "$value\n";
8816 flock(CACHE,LOCK_UN)
8817 or die "can't unlock $dir/cust_main.$field: $!";
8832 #warn join('-',keys %$param);
8833 my $fh = $param->{filehandle};
8834 my @fields = @{$param->{fields}};
8836 eval "use Text::CSV_XS;";
8839 my $csv = new Text::CSV_XS;
8846 local $SIG{HUP} = 'IGNORE';
8847 local $SIG{INT} = 'IGNORE';
8848 local $SIG{QUIT} = 'IGNORE';
8849 local $SIG{TERM} = 'IGNORE';
8850 local $SIG{TSTP} = 'IGNORE';
8851 local $SIG{PIPE} = 'IGNORE';
8853 my $oldAutoCommit = $FS::UID::AutoCommit;
8854 local $FS::UID::AutoCommit = 0;
8857 #while ( $columns = $csv->getline($fh) ) {
8859 while ( defined($line=<$fh>) ) {
8861 $csv->parse($line) or do {
8862 $dbh->rollback if $oldAutoCommit;
8863 return "can't parse: ". $csv->error_input();
8866 my @columns = $csv->fields();
8867 #warn join('-',@columns);
8870 foreach my $field ( @fields ) {
8871 $row{$field} = shift @columns;
8874 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8875 unless ( $cust_main ) {
8876 $dbh->rollback if $oldAutoCommit;
8877 return "unknown custnum $row{'custnum'}";
8880 if ( $row{'amount'} > 0 ) {
8881 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8883 $dbh->rollback if $oldAutoCommit;
8887 } elsif ( $row{'amount'} < 0 ) {
8888 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8891 $dbh->rollback if $oldAutoCommit;
8901 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8903 return "Empty file!" unless $imported;
8909 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8911 Sends a templated email notification to the customer (see L<Text::Template>).
8913 OPTIONS is a hash and may include
8915 I<from> - the email sender (default is invoice_from)
8917 I<to> - comma-separated scalar or arrayref of recipients
8918 (default is invoicing_list)
8920 I<subject> - The subject line of the sent email notification
8921 (default is "Notice from company_name")
8923 I<extra_fields> - a hashref of name/value pairs which will be substituted
8926 The following variables are vavailable in the template.
8928 I<$first> - the customer first name
8929 I<$last> - the customer last name
8930 I<$company> - the customer company
8931 I<$payby> - a description of the method of payment for the customer
8932 # would be nice to use FS::payby::shortname
8933 I<$payinfo> - the account information used to collect for this customer
8934 I<$expdate> - the expiration of the customer payment in seconds from epoch
8939 my ($self, $template, %options) = @_;
8941 return unless $conf->exists($template);
8943 my $from = $conf->config('invoice_from', $self->agentnum)
8944 if $conf->exists('invoice_from', $self->agentnum);
8945 $from = $options{from} if exists($options{from});
8947 my $to = join(',', $self->invoicing_list_emailonly);
8948 $to = $options{to} if exists($options{to});
8950 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8951 if $conf->exists('company_name', $self->agentnum);
8952 $subject = $options{subject} if exists($options{subject});
8954 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8955 SOURCE => [ map "$_\n",
8956 $conf->config($template)]
8958 or die "can't create new Text::Template object: Text::Template::ERROR";
8959 $notify_template->compile()
8960 or die "can't compile template: Text::Template::ERROR";
8962 $FS::notify_template::_template::company_name =
8963 $conf->config('company_name', $self->agentnum);
8964 $FS::notify_template::_template::company_address =
8965 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8967 my $paydate = $self->paydate || '2037-12-31';
8968 $FS::notify_template::_template::first = $self->first;
8969 $FS::notify_template::_template::last = $self->last;
8970 $FS::notify_template::_template::company = $self->company;
8971 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8972 my $payby = $self->payby;
8973 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8974 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8976 #credit cards expire at the end of the month/year of their exp date
8977 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8978 $FS::notify_template::_template::payby = 'credit card';
8979 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8980 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8982 }elsif ($payby eq 'COMP') {
8983 $FS::notify_template::_template::payby = 'complimentary account';
8985 $FS::notify_template::_template::payby = 'current method';
8987 $FS::notify_template::_template::expdate = $expire_time;
8989 for (keys %{$options{extra_fields}}){
8991 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8994 send_email(from => $from,
8996 subject => $subject,
8997 body => $notify_template->fill_in( PACKAGE =>
8998 'FS::notify_template::_template' ),
9003 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9005 Generates a templated notification to the customer (see L<Text::Template>).
9007 OPTIONS is a hash and may include
9009 I<extra_fields> - a hashref of name/value pairs which will be substituted
9010 into the template. These values may override values mentioned below
9011 and those from the customer record.
9013 The following variables are available in the template instead of or in addition
9014 to the fields of the customer record.
9016 I<$payby> - a description of the method of payment for the customer
9017 # would be nice to use FS::payby::shortname
9018 I<$payinfo> - the masked account information used to collect for this customer
9019 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9020 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9024 sub generate_letter {
9025 my ($self, $template, %options) = @_;
9027 return unless $conf->exists($template);
9029 my $letter_template = new Text::Template
9031 SOURCE => [ map "$_\n", $conf->config($template)],
9032 DELIMITERS => [ '[@--', '--@]' ],
9034 or die "can't create new Text::Template object: Text::Template::ERROR";
9036 $letter_template->compile()
9037 or die "can't compile template: Text::Template::ERROR";
9039 my %letter_data = map { $_ => $self->$_ } $self->fields;
9040 $letter_data{payinfo} = $self->mask_payinfo;
9042 #my $paydate = $self->paydate || '2037-12-31';
9043 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9045 my $payby = $self->payby;
9046 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9047 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9049 #credit cards expire at the end of the month/year of their exp date
9050 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9051 $letter_data{payby} = 'credit card';
9052 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9053 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9055 }elsif ($payby eq 'COMP') {
9056 $letter_data{payby} = 'complimentary account';
9058 $letter_data{payby} = 'current method';
9060 $letter_data{expdate} = $expire_time;
9062 for (keys %{$options{extra_fields}}){
9063 $letter_data{$_} = $options{extra_fields}->{$_};
9066 unless(exists($letter_data{returnaddress})){
9067 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9068 $self->agent_template)
9070 if ( length($retadd) ) {
9071 $letter_data{returnaddress} = $retadd;
9072 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9073 $letter_data{returnaddress} =
9074 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9075 $conf->config('company_address', $self->agentnum)
9078 $letter_data{returnaddress} = '~';
9082 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9084 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9086 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9087 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9091 ) or die "can't open temp file: $!\n";
9093 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9095 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9099 =item print_ps TEMPLATE
9101 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9107 my $file = $self->generate_letter(@_);
9108 FS::Misc::generate_ps($file);
9111 =item print TEMPLATE
9113 Prints the filled in template.
9115 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9119 sub queueable_print {
9122 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9123 or die "invalid customer number: " . $opt{custvnum};
9125 my $error = $self->print( $opt{template} );
9126 die $error if $error;
9130 my ($self, $template) = (shift, shift);
9131 do_print [ $self->print_ps($template) ];
9134 #these three subs should just go away once agent stuff is all config overrides
9136 sub agent_template {
9138 $self->_agent_plandata('agent_templatename');
9141 sub agent_invoice_from {
9143 $self->_agent_plandata('agent_invoice_from');
9146 sub _agent_plandata {
9147 my( $self, $option ) = @_;
9149 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9150 #agent-specific Conf
9152 use FS::part_event::Condition;
9154 my $agentnum = $self->agentnum;
9157 if ( driver_name =~ /^Pg/i ) {
9159 } elsif ( driver_name =~ /^mysql/i ) {
9162 die "don't know how to use regular expressions in ". driver_name. " databases";
9165 my $part_event_option =
9167 'select' => 'part_event_option.*',
9168 'table' => 'part_event_option',
9170 LEFT JOIN part_event USING ( eventpart )
9171 LEFT JOIN part_event_option AS peo_agentnum
9172 ON ( part_event.eventpart = peo_agentnum.eventpart
9173 AND peo_agentnum.optionname = 'agentnum'
9174 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9176 LEFT JOIN part_event_condition
9177 ON ( part_event.eventpart = part_event_condition.eventpart
9178 AND part_event_condition.conditionname = 'cust_bill_age'
9180 LEFT JOIN part_event_condition_option
9181 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9182 AND part_event_condition_option.optionname = 'age'
9185 #'hashref' => { 'optionname' => $option },
9186 #'hashref' => { 'part_event_option.optionname' => $option },
9188 " WHERE part_event_option.optionname = ". dbh->quote($option).
9189 " AND action = 'cust_bill_send_agent' ".
9190 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9191 " AND peo_agentnum.optionname = 'agentnum' ".
9192 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9194 CASE WHEN part_event_condition_option.optionname IS NULL
9196 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9198 , part_event.weight".
9202 unless ( $part_event_option ) {
9203 return $self->agent->invoice_template || ''
9204 if $option eq 'agent_templatename';
9208 $part_event_option->optionvalue;
9213 ## actual sub, not a method, designed to be called from the queue.
9214 ## sets up the customer, and calls the bill_and_collect
9215 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9216 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9217 $cust_main->bill_and_collect(
9222 sub _upgrade_data { #class method
9223 my ($class, %opts) = @_;
9225 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9226 my $sth = dbh->prepare($sql) or die dbh->errstr;
9227 $sth->execute or die $sth->errstr;
9237 The delete method should possibly take an FS::cust_main object reference
9238 instead of a scalar customer number.
9240 Bill and collect options should probably be passed as references instead of a
9243 There should probably be a configuration file with a list of allowed credit
9246 No multiple currency support (probably a larger project than just this module).
9248 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9250 Birthdates rely on negative epoch values.
9252 The payby for card/check batches is broken. With mixed batching, bad
9255 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9259 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9260 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9261 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.