5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::NationalID
8 FS::cust_main::Billing FS::cust_main::Billing_Realtime
9 FS::cust_main::Billing_Discount
10 FS::cust_main::Location
11 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
12 FS::geocode_Mixin FS::Quotable_Mixin
16 use vars qw( $DEBUG $me $conf
19 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
24 use Scalar::Util qw( blessed );
25 use Time::Local qw(timelocal);
26 use Storable qw(thaw);
30 use Digest::MD5 qw(md5_base64);
33 use File::Temp; #qw( tempfile );
34 use Business::CreditCard 0.28;
36 use FS::UID qw( getotaker dbh driver_name );
37 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
38 use FS::Misc qw( generate_email send_email generate_ps do_print );
39 use FS::Msgcat qw(gettext);
46 use FS::cust_bill_void;
47 use FS::legacy_cust_bill;
49 use FS::cust_pay_pending;
50 use FS::cust_pay_void;
51 use FS::cust_pay_batch;
54 use FS::part_referral;
55 use FS::cust_main_county;
56 use FS::cust_location;
58 use FS::cust_main_exemption;
59 use FS::cust_tax_adjustment;
60 use FS::cust_tax_location;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
79 # 1 is mostly method/subroutine entry and options
80 # 2 traces progress of some operations
81 # 3 is even more information including possibly sensitive data
83 $me = '[FS::cust_main]';
86 $ignore_expired_card = 0;
87 $ignore_banned_card = 0;
91 @encrypted_fields = ('payinfo', 'paycvv');
92 sub nohistory_fields { ('payinfo', 'paycvv'); }
94 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
96 #ask FS::UID to run this stuff for us later
97 #$FS::UID::callback{'FS::cust_main'} = sub {
98 install_callback FS::UID sub {
100 #yes, need it for stuff below (prolly should be cached)
105 my ( $hashref, $cache ) = @_;
106 if ( exists $hashref->{'pkgnum'} ) {
107 #@{ $self->{'_pkgnum'} } = ();
108 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
109 $self->{'_pkgnum'} = $subcache;
110 #push @{ $self->{'_pkgnum'} },
111 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
117 FS::cust_main - Object methods for cust_main records
123 $record = new FS::cust_main \%hash;
124 $record = new FS::cust_main { 'column' => 'value' };
126 $error = $record->insert;
128 $error = $new_record->replace($old_record);
130 $error = $record->delete;
132 $error = $record->check;
134 @cust_pkg = $record->all_pkgs;
136 @cust_pkg = $record->ncancelled_pkgs;
138 @cust_pkg = $record->suspended_pkgs;
140 $error = $record->bill;
141 $error = $record->bill %options;
142 $error = $record->bill 'time' => $time;
144 $error = $record->collect;
145 $error = $record->collect %options;
146 $error = $record->collect 'invoice_time' => $time,
151 An FS::cust_main object represents a customer. FS::cust_main inherits from
152 FS::Record. The following fields are currently supported:
158 Primary key (assigned automatically for new customers)
162 Agent (see L<FS::agent>)
166 Advertising source (see L<FS::part_referral>)
178 Cocial security number (optional)
202 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
206 Payment Information (See L<FS::payinfo_Mixin> for data format)
210 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
214 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
218 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
222 Start date month (maestro/solo cards only)
226 Start date year (maestro/solo cards only)
230 Issue number (maestro/solo cards only)
234 Name on card or billing name
238 IP address from which payment information was received
242 Tax exempt, empty or `Y'
246 Order taker (see L<FS::access_user>)
252 =item referral_custnum
254 Referring customer number
258 Enable individual CDR spooling, empty or `Y'
262 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
266 Discourage individual CDR printing, empty or `Y'
270 Allow self-service editing of ticket subjects, empty or 'Y'
272 =item calling_list_exempt
274 Do not call, empty or 'Y'
284 Creates a new customer. To add the customer to the database, see L<"insert">.
286 Note that this stores the hash reference, not a distinct copy of the hash it
287 points to. You can ask the object for a copy with the I<hash> method.
291 sub table { 'cust_main'; }
293 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
295 Adds this customer to the database. If there is an error, returns the error,
296 otherwise returns false.
298 Usually the customer's location will not yet exist in the database, and
299 the C<bill_location> and C<ship_location> pseudo-fields must be set to
300 uninserted L<FS::cust_location> objects. These will be inserted and linked
301 (in both directions) to the new customer record. If they're references
302 to the same object, they will become the same location.
304 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
305 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
306 are inserted atomicly, or the transaction is rolled back. Passing an empty
307 hash reference is equivalent to not supplying this parameter. There should be
308 a better explanation of this, but until then, here's an example:
311 tie %hash, 'Tie::RefHash'; #this part is important
313 $cust_pkg => [ $svc_acct ],
316 $cust_main->insert( \%hash );
318 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
319 be set as the invoicing list (see L<"invoicing_list">). Errors return as
320 expected and rollback the entire transaction; it is not necessary to call
321 check_invoicing_list first. The invoicing_list is set after the records in the
322 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
323 invoicing_list destination to the newly-created svc_acct. Here's an example:
325 $cust_main->insert( {}, [ $email, 'POST' ] );
327 Currently available options are: I<depend_jobnum>, I<noexport>,
328 I<tax_exemption> and I<prospectnum>.
330 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
331 on the supplied jobnum (they will not run until the specific job completes).
332 This can be used to defer provisioning until some action completes (such
333 as running the customer's credit card successfully).
335 The I<noexport> option is deprecated. If I<noexport> is set true, no
336 provisioning jobs (exports) are scheduled. (You can schedule them later with
337 the B<reexport> method.)
339 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
340 of tax names and exemption numbers. FS::cust_main_exemption records will be
341 created and inserted.
343 If I<prospectnum> is set, moves contacts and locations from that prospect.
349 my $cust_pkgs = @_ ? shift : {};
350 my $invoicing_list = @_ ? shift : '';
352 warn "$me insert called with options ".
353 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
356 local $SIG{HUP} = 'IGNORE';
357 local $SIG{INT} = 'IGNORE';
358 local $SIG{QUIT} = 'IGNORE';
359 local $SIG{TERM} = 'IGNORE';
360 local $SIG{TSTP} = 'IGNORE';
361 local $SIG{PIPE} = 'IGNORE';
363 my $oldAutoCommit = $FS::UID::AutoCommit;
364 local $FS::UID::AutoCommit = 0;
367 my $prepay_identifier = '';
368 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
370 if ( $self->payby eq 'PREPAY' ) {
372 $self->payby('BILL');
373 $prepay_identifier = $self->payinfo;
376 warn " looking up prepaid card $prepay_identifier\n"
379 my $error = $self->get_prepay( $prepay_identifier,
380 'amount_ref' => \$amount,
381 'seconds_ref' => \$seconds,
382 'upbytes_ref' => \$upbytes,
383 'downbytes_ref' => \$downbytes,
384 'totalbytes_ref' => \$totalbytes,
387 $dbh->rollback if $oldAutoCommit;
388 #return "error applying prepaid card (transaction rolled back): $error";
392 $payby = 'PREP' if $amount;
394 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
397 $self->payby('BILL');
398 $amount = $self->paid;
403 foreach my $l (qw(bill_location ship_location)) {
404 my $loc = delete $self->hashref->{$l};
405 # XXX if we're moving a prospect's locations, do that here
410 if ( !$loc->locationnum ) {
411 # warn the location that we're going to insert it with no custnum
412 $loc->set(custnum_pending => 1);
413 warn " inserting $l\n"
415 my $error = $loc->insert;
417 $dbh->rollback if $oldAutoCommit;
418 my $label = $l eq 'ship_location' ? 'service' : 'billing';
419 return "$error (in $label location)";
422 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
423 # then it somehow belongs to another customer--shouldn't happen
424 $dbh->rollback if $oldAutoCommit;
425 return "$l belongs to customer ".$loc->custnum;
427 # else it already belongs to this customer
428 # (happens when ship_location is identical to bill_location)
430 $self->set($l.'num', $loc->locationnum);
432 if ( $self->get($l.'num') eq '' ) {
433 $dbh->rollback if $oldAutoCommit;
438 warn " inserting $self\n"
441 $self->signupdate(time) unless $self->signupdate;
443 $self->auto_agent_custid()
444 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
446 my $error = $self->SUPER::insert;
448 $dbh->rollback if $oldAutoCommit;
449 #return "inserting cust_main record (transaction rolled back): $error";
453 # now set cust_location.custnum
454 foreach my $l (qw(bill_location ship_location)) {
455 warn " setting $l.custnum\n"
458 unless ( $loc->custnum ) {
459 $loc->set(custnum => $self->custnum);
460 $error ||= $loc->replace;
464 $dbh->rollback if $oldAutoCommit;
465 return "error setting $l custnum: $error";
469 warn " setting invoicing list\n"
472 if ( $invoicing_list ) {
473 $error = $self->check_invoicing_list( $invoicing_list );
475 $dbh->rollback if $oldAutoCommit;
476 #return "checking invoicing_list (transaction rolled back): $error";
479 $self->invoicing_list( $invoicing_list );
482 warn " setting customer tags\n"
485 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
486 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
487 'custnum' => $self->custnum };
488 my $error = $cust_tag->insert;
490 $dbh->rollback if $oldAutoCommit;
495 my $prospectnum = delete $options{'prospectnum'};
496 if ( $prospectnum ) {
498 warn " moving contacts and locations from prospect $prospectnum\n"
502 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
503 unless ( $prospect_main ) {
504 $dbh->rollback if $oldAutoCommit;
505 return "Unknown prospectnum $prospectnum";
507 $prospect_main->custnum($self->custnum);
508 $prospect_main->disabled('Y');
509 my $error = $prospect_main->replace;
511 $dbh->rollback if $oldAutoCommit;
515 my @contact = $prospect_main->contact;
516 my @cust_location = $prospect_main->cust_location;
517 my @qual = $prospect_main->qual;
519 foreach my $r ( @contact, @cust_location, @qual ) {
521 $r->custnum($self->custnum);
522 my $error = $r->replace;
524 $dbh->rollback if $oldAutoCommit;
531 warn " setting cust_main_exemption\n"
534 my $tax_exemption = delete $options{'tax_exemption'};
535 if ( $tax_exemption ) {
537 $tax_exemption = { map { $_ => '' } @$tax_exemption }
538 if ref($tax_exemption) eq 'ARRAY';
540 foreach my $taxname ( keys %$tax_exemption ) {
541 my $cust_main_exemption = new FS::cust_main_exemption {
542 'custnum' => $self->custnum,
543 'taxname' => $taxname,
544 'exempt_number' => $tax_exemption->{$taxname},
546 my $error = $cust_main_exemption->insert;
548 $dbh->rollback if $oldAutoCommit;
549 return "inserting cust_main_exemption (transaction rolled back): $error";
554 if ( $self->can('start_copy_skel') ) {
555 my $error = $self->start_copy_skel;
557 $dbh->rollback if $oldAutoCommit;
562 warn " ordering packages\n"
565 $error = $self->order_pkgs( $cust_pkgs,
567 'seconds_ref' => \$seconds,
568 'upbytes_ref' => \$upbytes,
569 'downbytes_ref' => \$downbytes,
570 'totalbytes_ref' => \$totalbytes,
573 $dbh->rollback if $oldAutoCommit;
578 $dbh->rollback if $oldAutoCommit;
579 return "No svc_acct record to apply pre-paid time";
581 if ( $upbytes || $downbytes || $totalbytes ) {
582 $dbh->rollback if $oldAutoCommit;
583 return "No svc_acct record to apply pre-paid data";
587 warn " inserting initial $payby payment of $amount\n"
589 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
591 $dbh->rollback if $oldAutoCommit;
592 return "inserting payment (transaction rolled back): $error";
596 unless ( $import || $skip_fuzzyfiles ) {
597 warn " queueing fuzzyfiles update\n"
599 $error = $self->queue_fuzzyfiles_update;
601 $dbh->rollback if $oldAutoCommit;
602 return "updating fuzzy search cache: $error";
606 # FS::geocode_Mixin::after_insert or something?
607 if ( $conf->config('tax_district_method') and !$import ) {
608 # if anything non-empty, try to look it up
609 my $queue = new FS::queue {
610 'job' => 'FS::geocode_Mixin::process_district_update',
611 'custnum' => $self->custnum,
613 my $error = $queue->insert( ref($self), $self->custnum );
615 $dbh->rollback if $oldAutoCommit;
616 return "queueing tax district update: $error";
621 warn " exporting\n" if $DEBUG > 1;
623 my $export_args = $options{'export_args'} || [];
626 map qsearch( 'part_export', {exportnum=>$_} ),
627 $conf->config('cust_main-exports'); #, $agentnum
629 foreach my $part_export ( @part_export ) {
630 my $error = $part_export->export_insert($self, @$export_args);
632 $dbh->rollback if $oldAutoCommit;
633 return "exporting to ". $part_export->exporttype.
634 " (transaction rolled back): $error";
638 #foreach my $depend_jobnum ( @$depend_jobnums ) {
639 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
641 # foreach my $jobnum ( @jobnums ) {
642 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
643 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
645 # my $error = $queue->depend_insert($depend_jobnum);
647 # $dbh->rollback if $oldAutoCommit;
648 # return "error queuing job dependancy: $error";
655 #if ( exists $options{'jobnums'} ) {
656 # push @{ $options{'jobnums'} }, @jobnums;
659 warn " insert complete; committing transaction\n"
662 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
667 use File::CounterFile;
668 sub auto_agent_custid {
671 my $format = $conf->config('cust_main-auto_agent_custid');
673 if ( $format eq '1YMMXXXXXXXX' ) {
675 my $counter = new File::CounterFile 'cust_main.agent_custid';
678 my $ym = 100000000000 + time2str('%y%m00000000', time);
679 if ( $ym > $counter->value ) {
680 $counter->{'value'} = $agent_custid = $ym;
681 $counter->{'updated'} = 1;
683 $agent_custid = $counter->inc;
689 die "Unknown cust_main-auto_agent_custid format: $format";
692 $self->agent_custid($agent_custid);
696 =item PACKAGE METHODS
698 Documentation on customer package methods has been moved to
699 L<FS::cust_main::Packages>.
701 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
703 Recharges this (existing) customer with the specified prepaid card (see
704 L<FS::prepay_credit>), specified either by I<identifier> or as an
705 FS::prepay_credit object. If there is an error, returns the error, otherwise
708 Optionally, five scalar references can be passed as well. They will have their
709 values filled in with the amount, number of seconds, and number of upload,
710 download, and total bytes applied by this prepaid card.
714 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
715 #the only place that uses these args
716 sub recharge_prepay {
717 my( $self, $prepay_credit, $amountref, $secondsref,
718 $upbytesref, $downbytesref, $totalbytesref ) = @_;
720 local $SIG{HUP} = 'IGNORE';
721 local $SIG{INT} = 'IGNORE';
722 local $SIG{QUIT} = 'IGNORE';
723 local $SIG{TERM} = 'IGNORE';
724 local $SIG{TSTP} = 'IGNORE';
725 local $SIG{PIPE} = 'IGNORE';
727 my $oldAutoCommit = $FS::UID::AutoCommit;
728 local $FS::UID::AutoCommit = 0;
731 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
733 my $error = $self->get_prepay( $prepay_credit,
734 'amount_ref' => \$amount,
735 'seconds_ref' => \$seconds,
736 'upbytes_ref' => \$upbytes,
737 'downbytes_ref' => \$downbytes,
738 'totalbytes_ref' => \$totalbytes,
740 || $self->increment_seconds($seconds)
741 || $self->increment_upbytes($upbytes)
742 || $self->increment_downbytes($downbytes)
743 || $self->increment_totalbytes($totalbytes)
744 || $self->insert_cust_pay_prepay( $amount,
746 ? $prepay_credit->identifier
751 $dbh->rollback if $oldAutoCommit;
755 if ( defined($amountref) ) { $$amountref = $amount; }
756 if ( defined($secondsref) ) { $$secondsref = $seconds; }
757 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
758 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
759 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
761 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
766 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
768 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
769 specified either by I<identifier> or as an FS::prepay_credit object.
771 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
772 incremented by the values of the prepaid card.
774 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
775 check or set this customer's I<agentnum>.
777 If there is an error, returns the error, otherwise returns false.
783 my( $self, $prepay_credit, %opt ) = @_;
785 local $SIG{HUP} = 'IGNORE';
786 local $SIG{INT} = 'IGNORE';
787 local $SIG{QUIT} = 'IGNORE';
788 local $SIG{TERM} = 'IGNORE';
789 local $SIG{TSTP} = 'IGNORE';
790 local $SIG{PIPE} = 'IGNORE';
792 my $oldAutoCommit = $FS::UID::AutoCommit;
793 local $FS::UID::AutoCommit = 0;
796 unless ( ref($prepay_credit) ) {
798 my $identifier = $prepay_credit;
800 $prepay_credit = qsearchs(
802 { 'identifier' => $identifier },
807 unless ( $prepay_credit ) {
808 $dbh->rollback if $oldAutoCommit;
809 return "Invalid prepaid card: ". $identifier;
814 if ( $prepay_credit->agentnum ) {
815 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
816 $dbh->rollback if $oldAutoCommit;
817 return "prepaid card not valid for agent ". $self->agentnum;
819 $self->agentnum($prepay_credit->agentnum);
822 my $error = $prepay_credit->delete;
824 $dbh->rollback if $oldAutoCommit;
825 return "removing prepay_credit (transaction rolled back): $error";
828 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
829 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
831 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
836 =item increment_upbytes SECONDS
838 Updates this customer's single or primary account (see L<FS::svc_acct>) by
839 the specified number of upbytes. If there is an error, returns the error,
840 otherwise returns false.
844 sub increment_upbytes {
845 _increment_column( shift, 'upbytes', @_);
848 =item increment_downbytes SECONDS
850 Updates this customer's single or primary account (see L<FS::svc_acct>) by
851 the specified number of downbytes. If there is an error, returns the error,
852 otherwise returns false.
856 sub increment_downbytes {
857 _increment_column( shift, 'downbytes', @_);
860 =item increment_totalbytes SECONDS
862 Updates this customer's single or primary account (see L<FS::svc_acct>) by
863 the specified number of totalbytes. If there is an error, returns the error,
864 otherwise returns false.
868 sub increment_totalbytes {
869 _increment_column( shift, 'totalbytes', @_);
872 =item increment_seconds SECONDS
874 Updates this customer's single or primary account (see L<FS::svc_acct>) by
875 the specified number of seconds. If there is an error, returns the error,
876 otherwise returns false.
880 sub increment_seconds {
881 _increment_column( shift, 'seconds', @_);
884 =item _increment_column AMOUNT
886 Updates this customer's single or primary account (see L<FS::svc_acct>) by
887 the specified number of seconds or bytes. If there is an error, returns
888 the error, otherwise returns false.
892 sub _increment_column {
893 my( $self, $column, $amount ) = @_;
894 warn "$me increment_column called: $column, $amount\n"
897 return '' unless $amount;
899 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
900 $self->ncancelled_pkgs;
903 return 'No packages with primary or single services found'.
904 ' to apply pre-paid time';
905 } elsif ( scalar(@cust_pkg) > 1 ) {
906 #maybe have a way to specify the package/account?
907 return 'Multiple packages found to apply pre-paid time';
910 my $cust_pkg = $cust_pkg[0];
911 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
915 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
918 return 'No account found to apply pre-paid time';
919 } elsif ( scalar(@cust_svc) > 1 ) {
920 return 'Multiple accounts found to apply pre-paid time';
923 my $svc_acct = $cust_svc[0]->svc_x;
924 warn " found service svcnum ". $svc_acct->pkgnum.
925 ' ('. $svc_acct->email. ")\n"
928 $column = "increment_$column";
929 $svc_acct->$column($amount);
933 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
935 Inserts a prepayment in the specified amount for this customer. An optional
936 second argument can specify the prepayment identifier for tracking purposes.
937 If there is an error, returns the error, otherwise returns false.
941 sub insert_cust_pay_prepay {
942 shift->insert_cust_pay('PREP', @_);
945 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
947 Inserts a cash payment in the specified amount for this customer. An optional
948 second argument can specify the payment identifier for tracking purposes.
949 If there is an error, returns the error, otherwise returns false.
953 sub insert_cust_pay_cash {
954 shift->insert_cust_pay('CASH', @_);
957 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
959 Inserts a Western Union payment in the specified amount for this customer. An
960 optional second argument can specify the prepayment identifier for tracking
961 purposes. If there is an error, returns the error, otherwise returns false.
965 sub insert_cust_pay_west {
966 shift->insert_cust_pay('WEST', @_);
969 sub insert_cust_pay {
970 my( $self, $payby, $amount ) = splice(@_, 0, 3);
971 my $payinfo = scalar(@_) ? shift : '';
973 my $cust_pay = new FS::cust_pay {
974 'custnum' => $self->custnum,
975 'paid' => sprintf('%.2f', $amount),
976 #'_date' => #date the prepaid card was purchased???
978 'payinfo' => $payinfo,
986 This method is deprecated. See the I<depend_jobnum> option to the insert and
987 order_pkgs methods for a better way to defer provisioning.
989 Re-schedules all exports by calling the B<reexport> method of all associated
990 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
991 otherwise returns false.
998 carp "WARNING: FS::cust_main::reexport is deprectated; ".
999 "use the depend_jobnum option to insert or order_pkgs to delay export";
1001 local $SIG{HUP} = 'IGNORE';
1002 local $SIG{INT} = 'IGNORE';
1003 local $SIG{QUIT} = 'IGNORE';
1004 local $SIG{TERM} = 'IGNORE';
1005 local $SIG{TSTP} = 'IGNORE';
1006 local $SIG{PIPE} = 'IGNORE';
1008 my $oldAutoCommit = $FS::UID::AutoCommit;
1009 local $FS::UID::AutoCommit = 0;
1012 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1013 my $error = $cust_pkg->reexport;
1015 $dbh->rollback if $oldAutoCommit;
1020 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1025 =item delete [ OPTION => VALUE ... ]
1027 This deletes the customer. If there is an error, returns the error, otherwise
1030 This will completely remove all traces of the customer record. This is not
1031 what you want when a customer cancels service; for that, cancel all of the
1032 customer's packages (see L</cancel>).
1034 If the customer has any uncancelled packages, you need to pass a new (valid)
1035 customer number for those packages to be transferred to, as the "new_customer"
1036 option. Cancelled packages will be deleted. Did I mention that this is NOT
1037 what you want when a customer cancels service and that you really should be
1038 looking at L<FS::cust_pkg/cancel>?
1040 You can't delete a customer with invoices (see L<FS::cust_bill>),
1041 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1042 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1043 set the "delete_financials" option to a true value.
1048 my( $self, %opt ) = @_;
1050 local $SIG{HUP} = 'IGNORE';
1051 local $SIG{INT} = 'IGNORE';
1052 local $SIG{QUIT} = 'IGNORE';
1053 local $SIG{TERM} = 'IGNORE';
1054 local $SIG{TSTP} = 'IGNORE';
1055 local $SIG{PIPE} = 'IGNORE';
1057 my $oldAutoCommit = $FS::UID::AutoCommit;
1058 local $FS::UID::AutoCommit = 0;
1061 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1062 $dbh->rollback if $oldAutoCommit;
1063 return "Can't delete a master agent customer";
1066 #use FS::access_user
1067 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1068 $dbh->rollback if $oldAutoCommit;
1069 return "Can't delete a master employee customer";
1072 tie my %financial_tables, 'Tie::IxHash',
1073 'cust_bill' => 'invoices',
1074 'cust_statement' => 'statements',
1075 'cust_credit' => 'credits',
1076 'cust_pay' => 'payments',
1077 'cust_refund' => 'refunds',
1080 foreach my $table ( keys %financial_tables ) {
1082 my @records = $self->$table();
1084 if ( @records && ! $opt{'delete_financials'} ) {
1085 $dbh->rollback if $oldAutoCommit;
1086 return "Can't delete a customer with ". $financial_tables{$table};
1089 foreach my $record ( @records ) {
1090 my $error = $record->delete;
1092 $dbh->rollback if $oldAutoCommit;
1093 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1099 my @cust_pkg = $self->ncancelled_pkgs;
1101 my $new_custnum = $opt{'new_custnum'};
1102 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1103 $dbh->rollback if $oldAutoCommit;
1104 return "Invalid new customer number: $new_custnum";
1106 foreach my $cust_pkg ( @cust_pkg ) {
1107 my %hash = $cust_pkg->hash;
1108 $hash{'custnum'} = $new_custnum;
1109 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1110 my $error = $new_cust_pkg->replace($cust_pkg,
1111 options => { $cust_pkg->options },
1114 $dbh->rollback if $oldAutoCommit;
1119 my @cancelled_cust_pkg = $self->all_pkgs;
1120 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1121 my $error = $cust_pkg->delete;
1123 $dbh->rollback if $oldAutoCommit;
1128 #cust_tax_adjustment in financials?
1129 #cust_pay_pending? ouch
1131 foreach my $table (qw(
1132 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1133 cust_location cust_main_note cust_tax_adjustment
1134 cust_pay_void cust_pay_batch queue cust_tax_exempt
1136 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1137 my $error = $record->delete;
1139 $dbh->rollback if $oldAutoCommit;
1145 my $sth = $dbh->prepare(
1146 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1148 my $errstr = $dbh->errstr;
1149 $dbh->rollback if $oldAutoCommit;
1152 $sth->execute($self->custnum) or do {
1153 my $errstr = $sth->errstr;
1154 $dbh->rollback if $oldAutoCommit;
1160 my $ticket_dbh = '';
1161 if ($conf->config('ticket_system') eq 'RT_Internal') {
1163 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1164 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1165 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1166 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1169 if ( $ticket_dbh ) {
1171 my $ticket_sth = $ticket_dbh->prepare(
1172 'DELETE FROM Links WHERE Target = ?'
1174 my $errstr = $ticket_dbh->errstr;
1175 $dbh->rollback if $oldAutoCommit;
1178 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1180 my $errstr = $ticket_sth->errstr;
1181 $dbh->rollback if $oldAutoCommit;
1185 #check and see if the customer is the only link on the ticket, and
1186 #if so, set the ticket to deleted status in RT?
1187 #maybe someday, for now this will at least fix tickets not displaying
1191 #delete the customer record
1193 my $error = $self->SUPER::delete;
1195 $dbh->rollback if $oldAutoCommit;
1199 # cust_main exports!
1201 #my $export_args = $options{'export_args'} || [];
1204 map qsearch( 'part_export', {exportnum=>$_} ),
1205 $conf->config('cust_main-exports'); #, $agentnum
1207 foreach my $part_export ( @part_export ) {
1208 my $error = $part_export->export_delete( $self ); #, @$export_args);
1210 $dbh->rollback if $oldAutoCommit;
1211 return "exporting to ". $part_export->exporttype.
1212 " (transaction rolled back): $error";
1216 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1221 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1223 This merges this customer into the provided new custnum, and then deletes the
1224 customer. If there is an error, returns the error, otherwise returns false.
1226 The source customer's name, company name, phone numbers, agent,
1227 referring customer, customer class, advertising source, order taker, and
1228 billing information (except balance) are discarded.
1230 All packages are moved to the target customer. Packages with package locations
1231 are preserved. Packages without package locations are moved to a new package
1232 location with the source customer's service/shipping address.
1234 All invoices, statements, payments, credits and refunds are moved to the target
1235 customer. The source customer's balance is added to the target customer.
1237 All notes, attachments, tickets and customer tags are moved to the target
1240 Change history is not currently moved.
1245 my( $self, $new_custnum, %opt ) = @_;
1247 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1249 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1250 or return "Invalid new customer number: $new_custnum";
1252 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1253 if $self->agentnum != $new_cust_main->agentnum
1254 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1256 local $SIG{HUP} = 'IGNORE';
1257 local $SIG{INT} = 'IGNORE';
1258 local $SIG{QUIT} = 'IGNORE';
1259 local $SIG{TERM} = 'IGNORE';
1260 local $SIG{TSTP} = 'IGNORE';
1261 local $SIG{PIPE} = 'IGNORE';
1263 my $oldAutoCommit = $FS::UID::AutoCommit;
1264 local $FS::UID::AutoCommit = 0;
1267 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1268 $dbh->rollback if $oldAutoCommit;
1269 return "Can't merge a master agent customer";
1272 #use FS::access_user
1273 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1274 $dbh->rollback if $oldAutoCommit;
1275 return "Can't merge a master employee customer";
1278 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1279 'status' => { op=>'!=', value=>'done' },
1283 $dbh->rollback if $oldAutoCommit;
1284 return "Can't merge a customer with pending payments";
1287 tie my %financial_tables, 'Tie::IxHash',
1288 'cust_bill' => 'invoices',
1289 'cust_bill_void' => 'voided invoices',
1290 'cust_statement' => 'statements',
1291 'cust_credit' => 'credits',
1292 'cust_pay' => 'payments',
1293 'cust_pay_void' => 'voided payments',
1294 'cust_refund' => 'refunds',
1297 foreach my $table ( keys %financial_tables ) {
1299 my @records = $self->$table();
1301 foreach my $record ( @records ) {
1302 $record->custnum($new_custnum);
1303 my $error = $record->replace;
1305 $dbh->rollback if $oldAutoCommit;
1306 return "Error merging ". $financial_tables{$table}. ": $error\n";
1312 my $name = $self->ship_name; #?
1314 my $locationnum = '';
1315 foreach my $cust_pkg ( $self->all_pkgs ) {
1316 $cust_pkg->custnum($new_custnum);
1318 unless ( $cust_pkg->locationnum ) {
1319 unless ( $locationnum ) {
1320 my $cust_location = new FS::cust_location {
1321 $self->location_hash,
1322 'custnum' => $new_custnum,
1324 my $error = $cust_location->insert;
1326 $dbh->rollback if $oldAutoCommit;
1329 $locationnum = $cust_location->locationnum;
1331 $cust_pkg->locationnum($locationnum);
1334 my $error = $cust_pkg->replace;
1336 $dbh->rollback if $oldAutoCommit;
1340 # add customer (ship) name to svc_phone.phone_name if blank
1341 my @cust_svc = $cust_pkg->cust_svc;
1342 foreach my $cust_svc (@cust_svc) {
1343 my($label, $value, $svcdb) = $cust_svc->label;
1344 next unless $svcdb eq 'svc_phone';
1345 my $svc_phone = $cust_svc->svc_x;
1346 next if $svc_phone->phone_name;
1347 $svc_phone->phone_name($name);
1348 my $error = $svc_phone->replace;
1350 $dbh->rollback if $oldAutoCommit;
1358 # cust_tax_exempt (texas tax exemptions)
1359 # cust_recon (some sort of not-well understood thing for OnPac)
1361 #these are moved over
1362 foreach my $table (qw(
1363 cust_tag cust_location contact cust_attachment cust_main_note
1364 cust_tax_adjustment cust_pay_batch queue
1366 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1367 $record->custnum($new_custnum);
1368 my $error = $record->replace;
1370 $dbh->rollback if $oldAutoCommit;
1376 #these aren't preserved
1377 foreach my $table (qw(
1378 cust_main_exemption cust_main_invoice
1380 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1381 my $error = $record->delete;
1383 $dbh->rollback if $oldAutoCommit;
1390 my $sth = $dbh->prepare(
1391 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1393 my $errstr = $dbh->errstr;
1394 $dbh->rollback if $oldAutoCommit;
1397 $sth->execute($new_custnum, $self->custnum) or do {
1398 my $errstr = $sth->errstr;
1399 $dbh->rollback if $oldAutoCommit;
1405 my $ticket_dbh = '';
1406 if ($conf->config('ticket_system') eq 'RT_Internal') {
1408 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1409 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1410 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1411 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1414 if ( $ticket_dbh ) {
1416 my $ticket_sth = $ticket_dbh->prepare(
1417 'UPDATE Links SET Target = ? WHERE Target = ?'
1419 my $errstr = $ticket_dbh->errstr;
1420 $dbh->rollback if $oldAutoCommit;
1423 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1424 'freeside://freeside/cust_main/'.$self->custnum)
1426 my $errstr = $ticket_sth->errstr;
1427 $dbh->rollback if $oldAutoCommit;
1433 #delete the customer record
1435 my $error = $self->delete;
1437 $dbh->rollback if $oldAutoCommit;
1441 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1446 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1448 Replaces the OLD_RECORD with this one in the database. If there is an error,
1449 returns the error, otherwise returns false.
1451 To change the customer's address, set the pseudo-fields C<bill_location> and
1452 C<ship_location>. The address will still only change if at least one of the
1453 address fields differs from the existing values.
1455 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1456 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1457 expected and rollback the entire transaction; it is not necessary to call
1458 check_invoicing_list first. Here's an example:
1460 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1462 Currently available options are: I<tax_exemption>.
1464 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1465 of tax names and exemption numbers. FS::cust_main_exemption records will be
1466 deleted and inserted as appropriate.
1473 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1475 : $self->replace_old;
1479 warn "$me replace called\n"
1482 my $curuser = $FS::CurrentUser::CurrentUser;
1483 if ( $self->payby eq 'COMP'
1484 && $self->payby ne $old->payby
1485 && ! $curuser->access_right('Complimentary customer')
1488 return "You are not permitted to create complimentary accounts.";
1491 # should be unnecessary--geocode will default to null on new locations
1492 #if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1493 # && $conf->exists('enable_taxproducts')
1496 # my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1498 # $self->set('geocode', '')
1499 # if $old->get($pre.'zip') ne $self->get($pre.'zip')
1500 # && length($self->get($pre.'zip')) >= 10;
1503 # set_coord/coord_auto stuff is now handled by cust_location
1505 local($ignore_expired_card) = 1
1506 if $old->payby =~ /^(CARD|DCRD)$/
1507 && $self->payby =~ /^(CARD|DCRD)$/
1508 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1510 local($ignore_banned_card) = 1
1511 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1512 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1513 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1515 return "Invoicing locale is required"
1518 && $conf->exists('cust_main-require_locale');
1520 local $SIG{HUP} = 'IGNORE';
1521 local $SIG{INT} = 'IGNORE';
1522 local $SIG{QUIT} = 'IGNORE';
1523 local $SIG{TERM} = 'IGNORE';
1524 local $SIG{TSTP} = 'IGNORE';
1525 local $SIG{PIPE} = 'IGNORE';
1527 my $oldAutoCommit = $FS::UID::AutoCommit;
1528 local $FS::UID::AutoCommit = 0;
1531 for my $l (qw(bill_location ship_location)) {
1532 my $old_loc = $old->$l;
1533 my $new_loc = $self->$l;
1535 if ( !$new_loc->locationnum ) {
1537 # If the new location is all empty fields, or if it's identical to
1538 # the old location in all fields, don't replace.
1539 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1541 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1543 if ( @unlike or $old_loc->disabled ) {
1544 warn " changed $l fields: ".join(',',@unlike)."\n"
1546 $new_loc->set(custnum => $self->custnum);
1548 # insert it--the old location will be disabled later
1549 my $error = $new_loc->insert;
1551 $dbh->rollback if $oldAutoCommit;
1556 # no fields have changed and $old_loc isn't disabled, so don't change it
1561 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1562 $dbh->rollback if $oldAutoCommit;
1563 return "$l belongs to customer ".$new_loc->custnum;
1565 # else the new location belongs to this customer so we're good
1567 # set the foo_locationnum now that we have one.
1568 $self->set($l.'num', $new_loc->locationnum);
1572 my $error = $self->SUPER::replace($old);
1575 $dbh->rollback if $oldAutoCommit;
1579 # now move packages to the new service location
1580 $self->set('ship_location', ''); #flush cache
1581 if ( $old->ship_locationnum and # should only be null during upgrade...
1582 $old->ship_locationnum != $self->ship_locationnum ) {
1583 $error = $old->ship_location->move_to($self->ship_location);
1585 $dbh->rollback if $oldAutoCommit;
1589 # don't move packages based on the billing location, but
1590 # disable it if it's no longer in use
1591 if ( $old->bill_locationnum and
1592 $old->bill_locationnum != $self->bill_locationnum ) {
1593 $error = $old->bill_location->disable_if_unused;
1595 $dbh->rollback if $oldAutoCommit;
1600 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1601 my $invoicing_list = shift @param;
1602 $error = $self->check_invoicing_list( $invoicing_list );
1604 $dbh->rollback if $oldAutoCommit;
1607 $self->invoicing_list( $invoicing_list );
1610 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1612 #this could be more efficient than deleting and re-inserting, if it matters
1613 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1614 my $error = $cust_tag->delete;
1616 $dbh->rollback if $oldAutoCommit;
1620 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1621 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1622 'custnum' => $self->custnum };
1623 my $error = $cust_tag->insert;
1625 $dbh->rollback if $oldAutoCommit;
1632 my %options = @param;
1634 my $tax_exemption = delete $options{'tax_exemption'};
1635 if ( $tax_exemption ) {
1637 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1638 if ref($tax_exemption) eq 'ARRAY';
1640 my %cust_main_exemption =
1641 map { $_->taxname => $_ }
1642 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1644 foreach my $taxname ( keys %$tax_exemption ) {
1646 if ( $cust_main_exemption{$taxname} &&
1647 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1650 delete $cust_main_exemption{$taxname};
1654 my $cust_main_exemption = new FS::cust_main_exemption {
1655 'custnum' => $self->custnum,
1656 'taxname' => $taxname,
1657 'exempt_number' => $tax_exemption->{$taxname},
1659 my $error = $cust_main_exemption->insert;
1661 $dbh->rollback if $oldAutoCommit;
1662 return "inserting cust_main_exemption (transaction rolled back): $error";
1666 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1667 my $error = $cust_main_exemption->delete;
1669 $dbh->rollback if $oldAutoCommit;
1670 return "deleting cust_main_exemption (transaction rolled back): $error";
1676 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1677 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1678 && $self->get('payinfo') !~ /^99\d{14}$/
1680 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1685 # card/check/lec info has changed, want to retry realtime_ invoice events
1686 my $error = $self->retry_realtime;
1688 $dbh->rollback if $oldAutoCommit;
1693 unless ( $import || $skip_fuzzyfiles ) {
1694 $error = $self->queue_fuzzyfiles_update;
1696 $dbh->rollback if $oldAutoCommit;
1697 return "updating fuzzy search cache: $error";
1701 # tax district update in cust_location
1703 # cust_main exports!
1705 my $export_args = $options{'export_args'} || [];
1708 map qsearch( 'part_export', {exportnum=>$_} ),
1709 $conf->config('cust_main-exports'); #, $agentnum
1711 foreach my $part_export ( @part_export ) {
1712 my $error = $part_export->export_replace( $self, $old, @$export_args);
1714 $dbh->rollback if $oldAutoCommit;
1715 return "exporting to ". $part_export->exporttype.
1716 " (transaction rolled back): $error";
1720 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1725 =item queue_fuzzyfiles_update
1727 Used by insert & replace to update the fuzzy search cache
1731 use FS::cust_main::Search;
1732 sub queue_fuzzyfiles_update {
1735 local $SIG{HUP} = 'IGNORE';
1736 local $SIG{INT} = 'IGNORE';
1737 local $SIG{QUIT} = 'IGNORE';
1738 local $SIG{TERM} = 'IGNORE';
1739 local $SIG{TSTP} = 'IGNORE';
1740 local $SIG{PIPE} = 'IGNORE';
1742 my $oldAutoCommit = $FS::UID::AutoCommit;
1743 local $FS::UID::AutoCommit = 0;
1746 my @locations = $self->bill_location;
1747 push @locations, $self->ship_location if $self->has_ship_address;
1748 foreach my $location (@locations) {
1749 my $queue = new FS::queue {
1750 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1752 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1753 my $error = $queue->insert( @args );
1755 $dbh->rollback if $oldAutoCommit;
1756 return "queueing job (transaction rolled back): $error";
1760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1767 Checks all fields to make sure this is a valid customer record. If there is
1768 an error, returns the error, otherwise returns false. Called by the insert
1769 and replace methods.
1776 warn "$me check BEFORE: \n". $self->_dump
1780 $self->ut_numbern('custnum')
1781 || $self->ut_number('agentnum')
1782 || $self->ut_textn('agent_custid')
1783 || $self->ut_number('refnum')
1784 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1785 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1786 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1787 || $self->ut_textn('custbatch')
1788 || $self->ut_name('last')
1789 || $self->ut_name('first')
1790 || $self->ut_snumbern('signupdate')
1791 || $self->ut_snumbern('birthdate')
1792 || $self->ut_snumbern('spouse_birthdate')
1793 || $self->ut_snumbern('anniversary_date')
1794 || $self->ut_textn('company')
1797 || $self->ut_text('address1')
1798 || $self->ut_textn('address2')
1799 || $self->ut_text('city')
1800 || $self->ut_textn('county')
1801 || $self->ut_textn('state')
1802 || $self->ut_country('country')
1803 || $self->ut_coordn('latitude')
1804 || $self->ut_coordn('longitude')
1805 || $self->ut_enum('coord_auto', [ '', 'Y' ])
1806 || $self->ut_enum('addr_clean', [ '', 'Y' ])
1807 || $self->ut_numbern('censusyear')
1809 || $self->ut_anything('comments')
1810 || $self->ut_numbern('referral_custnum')
1811 || $self->ut_textn('stateid')
1812 || $self->ut_textn('stateid_state')
1813 || $self->ut_textn('invoice_terms')
1814 || $self->ut_floatn('cdr_termination_percentage')
1815 || $self->ut_floatn('credit_limit')
1816 || $self->ut_numbern('billday')
1817 || $self->ut_numbern('prorate_day')
1818 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1819 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1820 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1821 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1824 #barf. need message catalogs. i18n. etc.
1825 $error .= "Please select an advertising source."
1826 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1827 return $error if $error;
1829 return "Unknown agent"
1830 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1832 return "Unknown refnum"
1833 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1835 return "Unknown referring custnum: ". $self->referral_custnum
1836 unless ! $self->referral_custnum
1837 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1839 if ( $self->ss eq '' ) {
1844 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1845 or return "Illegal social security number: ". $self->ss;
1846 $self->ss("$1-$2-$3");
1849 # cust_main_county verification now handled by cust_location check
1852 $self->ut_phonen('daytime', $self->country)
1853 || $self->ut_phonen('night', $self->country)
1854 || $self->ut_phonen('fax', $self->country)
1855 || $self->ut_phonen('mobile', $self->country)
1857 return $error if $error;
1859 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1861 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1864 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1866 : FS::Msgcat::_gettext('daytime');
1867 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1869 : FS::Msgcat::_gettext('night');
1871 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1873 : FS::Msgcat::_gettext('mobile');
1875 return "$daytime_label, $night_label or $mobile_label is required"
1880 #ship_ fields are gone
1882 if ( $self->has_ship_address
1883 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1884 $self->addr_fields )
1888 $self->ut_name('ship_last')
1889 || $self->ut_name('ship_first')
1890 || $self->ut_textn('ship_company')
1891 || $self->ut_text('ship_address1')
1892 || $self->ut_textn('ship_address2')
1893 || $self->ut_text('ship_city')
1894 || $self->ut_textn('ship_county')
1895 || $self->ut_textn('ship_state')
1896 || $self->ut_country('ship_country')
1897 || $self->ut_coordn('ship_latitude')
1898 || $self->ut_coordn('ship_longitude')
1899 || $self->ut_enum('ship_coord_auto', [ '', 'Y' ] )
1901 return $error if $error;
1903 #false laziness with above
1904 unless ( qsearchs('cust_main_county', {
1905 'country' => $self->ship_country,
1908 return "Unknown ship_state/ship_county/ship_country: ".
1909 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1910 unless qsearch('cust_main_county',{
1911 'state' => $self->ship_state,
1912 'county' => $self->ship_county,
1913 'country' => $self->ship_country,
1919 $self->ut_phonen('ship_daytime', $self->ship_country)
1920 || $self->ut_phonen('ship_night', $self->ship_country)
1921 || $self->ut_phonen('ship_fax', $self->ship_country)
1922 || $self->ut_phonen('ship_mobile', $self->ship_country)
1924 return $error if $error;
1926 unless ( $ignore_illegal_zip ) {
1927 $error = $self->ut_zip('ship_zip', $self->ship_country);
1928 return $error if $error;
1930 return "Unit # is required."
1931 if $self->ship_address2 =~ /^\s*$/
1932 && $conf->exists('cust_main-require_address2');
1934 } else { # ship_ info eq billing info, so don't store dup info in database
1936 $self->setfield("ship_$_", '')
1937 foreach $self->addr_fields;
1939 return "Unit # is required."
1940 if $self->address2 =~ /^\s*$/
1941 && $conf->exists('cust_main-require_address2');
1946 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1947 # or return "Illegal payby: ". $self->payby;
1949 FS::payby->can_payby($self->table, $self->payby)
1950 or return "Illegal payby: ". $self->payby;
1952 $error = $self->ut_numbern('paystart_month')
1953 || $self->ut_numbern('paystart_year')
1954 || $self->ut_numbern('payissue')
1955 || $self->ut_textn('paytype')
1957 return $error if $error;
1959 if ( $self->payip eq '' ) {
1962 $error = $self->ut_ip('payip');
1963 return $error if $error;
1966 # If it is encrypted and the private key is not availaible then we can't
1967 # check the credit card.
1968 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1970 # Need some kind of global flag to accept invalid cards, for testing
1972 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1974 my $payinfo = $self->payinfo;
1975 $payinfo =~ s/\D//g;
1976 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1977 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1979 $self->payinfo($payinfo);
1981 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1983 return gettext('unknown_card_type')
1984 if $self->payinfo !~ /^99\d{14}$/ #token
1985 && cardtype($self->payinfo) eq "Unknown";
1987 unless ( $ignore_banned_card ) {
1988 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1990 if ( $ban->bantype eq 'warn' ) {
1991 #or others depending on value of $ban->reason ?
1992 return '_duplicate_card'.
1993 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1994 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1995 ' (ban# '. $ban->bannum. ')'
1996 unless $self->override_ban_warn;
1998 return 'Banned credit card: banned on '.
1999 time2str('%a %h %o at %r', $ban->_date).
2000 ' by '. $ban->otaker.
2001 ' (ban# '. $ban->bannum. ')';
2006 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
2007 if ( cardtype($self->payinfo) eq 'American Express card' ) {
2008 $self->paycvv =~ /^(\d{4})$/
2009 or return "CVV2 (CID) for American Express cards is four digits.";
2012 $self->paycvv =~ /^(\d{3})$/
2013 or return "CVV2 (CVC2/CID) is three digits.";
2020 my $cardtype = cardtype($payinfo);
2021 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2023 return "Start date or issue number is required for $cardtype cards"
2024 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2026 return "Start month must be between 1 and 12"
2027 if $self->paystart_month
2028 and $self->paystart_month < 1 || $self->paystart_month > 12;
2030 return "Start year must be 1990 or later"
2031 if $self->paystart_year
2032 and $self->paystart_year < 1990;
2034 return "Issue number must be beween 1 and 99"
2036 and $self->payissue < 1 || $self->payissue > 99;
2039 $self->paystart_month('');
2040 $self->paystart_year('');
2041 $self->payissue('');
2044 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2046 my $payinfo = $self->payinfo;
2047 $payinfo =~ s/[^\d\@\.]//g;
2048 if ( $conf->config('echeck-country') eq 'CA' ) {
2049 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2050 or return 'invalid echeck account@branch.bank';
2051 $payinfo = "$1\@$2.$3";
2052 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2053 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2054 $payinfo = "$1\@$2";
2056 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2057 $payinfo = "$1\@$2";
2059 $self->payinfo($payinfo);
2062 unless ( $ignore_banned_card ) {
2063 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2065 if ( $ban->bantype eq 'warn' ) {
2066 #or others depending on value of $ban->reason ?
2067 return '_duplicate_ach' unless $self->override_ban_warn;
2069 return 'Banned ACH account: banned on '.
2070 time2str('%a %h %o at %r', $ban->_date).
2071 ' by '. $ban->otaker.
2072 ' (ban# '. $ban->bannum. ')';
2077 } elsif ( $self->payby eq 'LECB' ) {
2079 my $payinfo = $self->payinfo;
2080 $payinfo =~ s/\D//g;
2081 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2083 $self->payinfo($payinfo);
2086 } elsif ( $self->payby eq 'BILL' ) {
2088 $error = $self->ut_textn('payinfo');
2089 return "Illegal P.O. number: ". $self->payinfo if $error;
2092 } elsif ( $self->payby eq 'COMP' ) {
2094 my $curuser = $FS::CurrentUser::CurrentUser;
2095 if ( ! $self->custnum
2096 && ! $curuser->access_right('Complimentary customer')
2099 return "You are not permitted to create complimentary accounts."
2102 $error = $self->ut_textn('payinfo');
2103 return "Illegal comp account issuer: ". $self->payinfo if $error;
2106 } elsif ( $self->payby eq 'PREPAY' ) {
2108 my $payinfo = $self->payinfo;
2109 $payinfo =~ s/\W//g; #anything else would just confuse things
2110 $self->payinfo($payinfo);
2111 $error = $self->ut_alpha('payinfo');
2112 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2113 return "Unknown prepayment identifier"
2114 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2119 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2120 return "Expiration date required"
2121 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2125 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2126 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2127 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2128 ( $m, $y ) = ( $2, "19$1" );
2129 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2130 ( $m, $y ) = ( $3, "20$2" );
2132 return "Illegal expiration date: ". $self->paydate;
2134 $m = sprintf('%02d',$m);
2135 $self->paydate("$y-$m-01");
2136 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2137 return gettext('expired_card')
2139 && !$ignore_expired_card
2140 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2143 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2144 ( ! $conf->exists('require_cardname')
2145 || $self->payby !~ /^(CARD|DCRD)$/ )
2147 $self->payname( $self->first. " ". $self->getfield('last') );
2149 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2150 or return gettext('illegal_name'). " payname: ". $self->payname;
2154 return "Please select an invoicing locale"
2157 && $conf->exists('cust_main-require_locale');
2159 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2160 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2164 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2166 warn "$me check AFTER: \n". $self->_dump
2169 $self->SUPER::check;
2174 Returns a list of fields which have ship_ duplicates.
2179 qw( last first company
2180 address1 address2 city county state zip country
2182 daytime night fax mobile
2186 =item has_ship_address
2188 Returns true if this customer record has a separate shipping address.
2192 sub has_ship_address {
2194 $self->bill_locationnum != $self->ship_locationnum;
2199 Returns a list of key/value pairs, with the following keys: address1,
2200 adddress2, city, county, state, zip, country, district, and geocode. The
2201 shipping address is used if present.
2207 $self->ship_location->location_hash;
2212 Returns all locations (see L<FS::cust_location>) for this customer.
2218 qsearch('cust_location', { 'custnum' => $self->custnum,
2219 'prospectnum' => '' } );
2224 Returns all contacts (see L<FS::contact>) for this customer.
2228 #already used :/ sub contact {
2231 qsearch('contact', { 'custnum' => $self->custnum } );
2236 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2237 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2238 on success or a list of errors.
2244 grep { $_->unsuspend } $self->suspended_pkgs;
2249 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2251 Returns a list: an empty list on success or a list of errors.
2257 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2260 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2262 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2263 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2264 of a list of pkgparts; the hashref has the following keys:
2268 =item pkgparts - listref of pkgparts
2270 =item (other options are passed to the suspend method)
2275 Returns a list: an empty list on success or a list of errors.
2279 sub suspend_if_pkgpart {
2281 my (@pkgparts, %opt);
2282 if (ref($_[0]) eq 'HASH'){
2283 @pkgparts = @{$_[0]{pkgparts}};
2288 grep { $_->suspend(%opt) }
2289 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2290 $self->unsuspended_pkgs;
2293 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2295 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2296 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2297 instead of a list of pkgparts; the hashref has the following keys:
2301 =item pkgparts - listref of pkgparts
2303 =item (other options are passed to the suspend method)
2307 Returns a list: an empty list on success or a list of errors.
2311 sub suspend_unless_pkgpart {
2313 my (@pkgparts, %opt);
2314 if (ref($_[0]) eq 'HASH'){
2315 @pkgparts = @{$_[0]{pkgparts}};
2320 grep { $_->suspend(%opt) }
2321 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2322 $self->unsuspended_pkgs;
2325 =item cancel [ OPTION => VALUE ... ]
2327 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2329 Available options are:
2333 =item quiet - can be set true to supress email cancellation notices.
2335 =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.
2337 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2339 =item nobill - can be set true to skip billing if it might otherwise be done.
2343 Always returns a list: an empty list on success or a list of errors.
2347 # nb that dates are not specified as valid options to this method
2350 my( $self, %opt ) = @_;
2352 warn "$me cancel called on customer ". $self->custnum. " with options ".
2353 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2356 return ( 'access denied' )
2357 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2359 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2361 #should try decryption (we might have the private key)
2362 # and if not maybe queue a job for the server that does?
2363 return ( "Can't (yet) ban encrypted credit cards" )
2364 if $self->is_encrypted($self->payinfo);
2366 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2367 my $error = $ban->insert;
2368 return ( $error ) if $error;
2372 my @pkgs = $self->ncancelled_pkgs;
2374 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2376 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2377 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2381 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2382 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2385 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2388 sub _banned_pay_hashref {
2399 'payby' => $payby2ban{$self->payby},
2400 'payinfo' => $self->payinfo,
2401 #don't ever *search* on reason! #'reason' =>
2405 sub _new_banned_pay_hashref {
2407 my $hr = $self->_banned_pay_hashref;
2408 $hr->{payinfo} = md5_base64($hr->{payinfo});
2414 Returns all notes (see L<FS::cust_main_note>) for this customer.
2419 my($self,$orderby_classnum) = (shift,shift);
2420 my $orderby = "_DATE DESC";
2421 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2422 qsearch( 'cust_main_note',
2423 { 'custnum' => $self->custnum },
2425 "ORDER BY $orderby",
2431 Returns the agent (see L<FS::agent>) for this customer.
2437 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2442 Returns the agent name (see L<FS::agent>) for this customer.
2448 $self->agent->agent;
2453 Returns any tags associated with this customer, as FS::cust_tag objects,
2454 or an empty list if there are no tags.
2460 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2465 Returns any tags associated with this customer, as FS::part_tag objects,
2466 or an empty list if there are no tags.
2472 map $_->part_tag, $self->cust_tag;
2478 Returns the customer class, as an FS::cust_class object, or the empty string
2479 if there is no customer class.
2485 if ( $self->classnum ) {
2486 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2494 Returns the customer category name, or the empty string if there is no customer
2501 my $cust_class = $self->cust_class;
2503 ? $cust_class->categoryname
2509 Returns the customer class name, or the empty string if there is no customer
2516 my $cust_class = $self->cust_class;
2518 ? $cust_class->classname
2522 =item BILLING METHODS
2524 Documentation on billing methods has been moved to
2525 L<FS::cust_main::Billing>.
2527 =item REALTIME BILLING METHODS
2529 Documentation on realtime billing methods has been moved to
2530 L<FS::cust_main::Billing_Realtime>.
2534 Removes the I<paycvv> field from the database directly.
2536 If there is an error, returns the error, otherwise returns false.
2542 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2543 or return dbh->errstr;
2544 $sth->execute($self->custnum)
2545 or return $sth->errstr;
2550 =item batch_card OPTION => VALUE...
2552 Adds a payment for this invoice to the pending credit card batch (see
2553 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2554 runs the payment using a realtime gateway.
2556 Options may include:
2558 B<amount>: the amount to be paid; defaults to the customer's balance minus
2559 any payments in transit.
2561 B<payby>: the payment method; defaults to cust_main.payby
2563 B<realtime>: runs this as a realtime payment instead of adding it to a
2566 B<invnum>: sets cust_pay_batch.invnum.
2568 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2569 the billing address for the payment; defaults to the customer's billing
2572 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2573 date, and name; defaults to those fields in cust_main.
2578 my ($self, %options) = @_;
2581 if (exists($options{amount})) {
2582 $amount = $options{amount};
2584 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2586 return '' unless $amount > 0;
2588 my $invnum = delete $options{invnum};
2589 my $payby = $options{payby} || $self->payby; #still dubious
2591 if ($options{'realtime'}) {
2592 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2598 my $oldAutoCommit = $FS::UID::AutoCommit;
2599 local $FS::UID::AutoCommit = 0;
2602 #this needs to handle mysql as well as Pg, like svc_acct.pm
2603 #(make it into a common function if folks need to do batching with mysql)
2604 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2605 or return "Cannot lock pay_batch: " . $dbh->errstr;
2609 'payby' => FS::payby->payby2payment($payby),
2611 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2613 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2615 unless ( $pay_batch ) {
2616 $pay_batch = new FS::pay_batch \%pay_batch;
2617 my $error = $pay_batch->insert;
2619 $dbh->rollback if $oldAutoCommit;
2620 die "error creating new batch: $error\n";
2624 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2625 'batchnum' => $pay_batch->batchnum,
2626 'custnum' => $self->custnum,
2629 foreach (qw( address1 address2 city state zip country latitude longitude
2630 payby payinfo paydate payname ))
2632 $options{$_} = '' unless exists($options{$_});
2635 my $loc = $self->bill_location;
2637 my $cust_pay_batch = new FS::cust_pay_batch ( {
2638 'batchnum' => $pay_batch->batchnum,
2639 'invnum' => $invnum || 0, # is there a better value?
2640 # this field should be
2642 # cust_bill_pay_batch now
2643 'custnum' => $self->custnum,
2644 'last' => $self->getfield('last'),
2645 'first' => $self->getfield('first'),
2646 'address1' => $options{address1} || $loc->address1,
2647 'address2' => $options{address2} || $loc->address2,
2648 'city' => $options{city} || $loc->city,
2649 'state' => $options{state} || $loc->state,
2650 'zip' => $options{zip} || $loc->zip,
2651 'country' => $options{country} || $loc->country,
2652 'payby' => $options{payby} || $self->payby,
2653 'payinfo' => $options{payinfo} || $self->payinfo,
2654 'exp' => $options{paydate} || $self->paydate,
2655 'payname' => $options{payname} || $self->payname,
2656 'amount' => $amount, # consolidating
2659 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2660 if $old_cust_pay_batch;
2663 if ($old_cust_pay_batch) {
2664 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2666 $error = $cust_pay_batch->insert;
2670 $dbh->rollback if $oldAutoCommit;
2674 my $unapplied = $self->total_unapplied_credits
2675 + $self->total_unapplied_payments
2676 + $self->in_transit_payments;
2677 foreach my $cust_bill ($self->open_cust_bill) {
2678 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2679 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2680 'invnum' => $cust_bill->invnum,
2681 'paybatchnum' => $cust_pay_batch->paybatchnum,
2682 'amount' => $cust_bill->owed,
2685 if ($unapplied >= $cust_bill_pay_batch->amount){
2686 $unapplied -= $cust_bill_pay_batch->amount;
2689 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2690 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2692 $error = $cust_bill_pay_batch->insert;
2694 $dbh->rollback if $oldAutoCommit;
2699 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2705 Returns the total owed for this customer on all invoices
2706 (see L<FS::cust_bill/owed>).
2712 $self->total_owed_date(2145859200); #12/31/2037
2715 =item total_owed_date TIME
2717 Returns the total owed for this customer on all invoices with date earlier than
2718 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2719 see L<Time::Local> and L<Date::Parse> for conversion functions.
2723 sub total_owed_date {
2727 my $custnum = $self->custnum;
2729 my $owed_sql = FS::cust_bill->owed_sql;
2732 SELECT SUM($owed_sql) FROM cust_bill
2733 WHERE custnum = $custnum
2737 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2741 =item total_owed_pkgnum PKGNUM
2743 Returns the total owed on all invoices for this customer's specific package
2744 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2748 sub total_owed_pkgnum {
2749 my( $self, $pkgnum ) = @_;
2750 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2753 =item total_owed_date_pkgnum TIME PKGNUM
2755 Returns the total owed for this customer's specific package when using
2756 experimental package balances on all invoices with date earlier than
2757 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2758 see L<Time::Local> and L<Date::Parse> for conversion functions.
2762 sub total_owed_date_pkgnum {
2763 my( $self, $time, $pkgnum ) = @_;
2766 foreach my $cust_bill (
2767 grep { $_->_date <= $time }
2768 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2770 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2772 sprintf( "%.2f", $total_bill );
2778 Returns the total amount of all payments.
2785 $total += $_->paid foreach $self->cust_pay;
2786 sprintf( "%.2f", $total );
2789 =item total_unapplied_credits
2791 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2792 customer. See L<FS::cust_credit/credited>.
2794 =item total_credited
2796 Old name for total_unapplied_credits. Don't use.
2800 sub total_credited {
2801 #carp "total_credited deprecated, use total_unapplied_credits";
2802 shift->total_unapplied_credits(@_);
2805 sub total_unapplied_credits {
2808 my $custnum = $self->custnum;
2810 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2813 SELECT SUM($unapplied_sql) FROM cust_credit
2814 WHERE custnum = $custnum
2817 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2821 =item total_unapplied_credits_pkgnum PKGNUM
2823 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2824 customer. See L<FS::cust_credit/credited>.
2828 sub total_unapplied_credits_pkgnum {
2829 my( $self, $pkgnum ) = @_;
2830 my $total_credit = 0;
2831 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2832 sprintf( "%.2f", $total_credit );
2836 =item total_unapplied_payments
2838 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2839 See L<FS::cust_pay/unapplied>.
2843 sub total_unapplied_payments {
2846 my $custnum = $self->custnum;
2848 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2851 SELECT SUM($unapplied_sql) FROM cust_pay
2852 WHERE custnum = $custnum
2855 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2859 =item total_unapplied_payments_pkgnum PKGNUM
2861 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2862 specific package when using experimental package balances. See
2863 L<FS::cust_pay/unapplied>.
2867 sub total_unapplied_payments_pkgnum {
2868 my( $self, $pkgnum ) = @_;
2869 my $total_unapplied = 0;
2870 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2871 sprintf( "%.2f", $total_unapplied );
2875 =item total_unapplied_refunds
2877 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2878 customer. See L<FS::cust_refund/unapplied>.
2882 sub total_unapplied_refunds {
2884 my $custnum = $self->custnum;
2886 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2889 SELECT SUM($unapplied_sql) FROM cust_refund
2890 WHERE custnum = $custnum
2893 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2899 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2900 total_unapplied_credits minus total_unapplied_payments).
2906 $self->balance_date_range;
2909 =item balance_date TIME
2911 Returns the balance for this customer, only considering invoices with date
2912 earlier than TIME (total_owed_date minus total_credited minus
2913 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2914 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2921 $self->balance_date_range(shift);
2924 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2926 Returns the balance for this customer, optionally considering invoices with
2927 date earlier than START_TIME, and not later than END_TIME
2928 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2930 Times are specified as SQL fragments or numeric
2931 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2932 L<Date::Parse> for conversion functions. The empty string can be passed
2933 to disable that time constraint completely.
2935 Available options are:
2939 =item unapplied_date
2941 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)
2947 sub balance_date_range {
2949 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2950 ') FROM cust_main WHERE custnum='. $self->custnum;
2951 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2954 =item balance_pkgnum PKGNUM
2956 Returns the balance for this customer's specific package when using
2957 experimental package balances (total_owed plus total_unrefunded, minus
2958 total_unapplied_credits minus total_unapplied_payments)
2962 sub balance_pkgnum {
2963 my( $self, $pkgnum ) = @_;
2966 $self->total_owed_pkgnum($pkgnum)
2967 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2968 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2969 - $self->total_unapplied_credits_pkgnum($pkgnum)
2970 - $self->total_unapplied_payments_pkgnum($pkgnum)
2974 =item in_transit_payments
2976 Returns the total of requests for payments for this customer pending in
2977 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2981 sub in_transit_payments {
2983 my $in_transit_payments = 0;
2984 foreach my $pay_batch ( qsearch('pay_batch', {
2987 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2988 'batchnum' => $pay_batch->batchnum,
2989 'custnum' => $self->custnum,
2991 $in_transit_payments += $cust_pay_batch->amount;
2994 sprintf( "%.2f", $in_transit_payments );
2999 Returns a hash of useful information for making a payment.
3009 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3010 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3011 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3015 For credit card transactions:
3027 For electronic check transactions:
3042 $return{balance} = $self->balance;
3044 $return{payname} = $self->payname
3045 || ( $self->first. ' '. $self->get('last') );
3047 $return{$_} = $self->bill_location->$_
3048 for qw(address1 address2 city state zip);
3050 $return{payby} = $self->payby;
3051 $return{stateid_state} = $self->stateid_state;
3053 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3054 $return{card_type} = cardtype($self->payinfo);
3055 $return{payinfo} = $self->paymask;
3057 @return{'month', 'year'} = $self->paydate_monthyear;
3061 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3062 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3063 $return{payinfo1} = $payinfo1;
3064 $return{payinfo2} = $payinfo2;
3065 $return{paytype} = $self->paytype;
3066 $return{paystate} = $self->paystate;
3070 #doubleclick protection
3072 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3078 =item paydate_monthyear
3080 Returns a two-element list consisting of the month and year of this customer's
3081 paydate (credit card expiration date for CARD customers)
3085 sub paydate_monthyear {
3087 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3089 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3098 Returns the exact time in seconds corresponding to the payment method
3099 expiration date. For CARD/DCRD customers this is the end of the month;
3100 for others (COMP is the only other payby that uses paydate) it's the start.
3101 Returns 0 if the paydate is empty or set to the far future.
3107 my ($month, $year) = $self->paydate_monthyear;
3108 return 0 if !$year or $year >= 2037;
3109 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3111 if ( $month == 13 ) {
3115 return timelocal(0,0,0,1,$month-1,$year) - 1;
3118 return timelocal(0,0,0,1,$month-1,$year);
3122 =item paydate_epoch_sql
3124 Class method. Returns an SQL expression to obtain the payment expiration date
3125 as a number of seconds.
3129 # Special expiration date behavior for non-CARD/DCRD customers has been
3130 # carefully preserved. Do we really use that?
3131 sub paydate_epoch_sql {
3133 my $table = shift || 'cust_main';
3134 my ($case1, $case2);
3135 if ( driver_name eq 'Pg' ) {
3136 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3137 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3139 elsif ( lc(driver_name) eq 'mysql' ) {
3140 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3141 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3144 return "CASE WHEN $table.payby IN('CARD','DCRD')
3150 =item tax_exemption TAXNAME
3155 my( $self, $taxname ) = @_;
3157 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3158 'taxname' => $taxname,
3163 =item cust_main_exemption
3167 sub cust_main_exemption {
3169 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3172 =item invoicing_list [ ARRAYREF ]
3174 If an arguement is given, sets these email addresses as invoice recipients
3175 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3176 (except as warnings), so use check_invoicing_list first.
3178 Returns a list of email addresses (with svcnum entries expanded).
3180 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3181 check it without disturbing anything by passing nothing.
3183 This interface may change in the future.
3187 sub invoicing_list {
3188 my( $self, $arrayref ) = @_;
3191 my @cust_main_invoice;
3192 if ( $self->custnum ) {
3193 @cust_main_invoice =
3194 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3196 @cust_main_invoice = ();
3198 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3199 #warn $cust_main_invoice->destnum;
3200 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3201 #warn $cust_main_invoice->destnum;
3202 my $error = $cust_main_invoice->delete;
3203 warn $error if $error;
3206 if ( $self->custnum ) {
3207 @cust_main_invoice =
3208 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3210 @cust_main_invoice = ();
3212 my %seen = map { $_->address => 1 } @cust_main_invoice;
3213 foreach my $address ( @{$arrayref} ) {
3214 next if exists $seen{$address} && $seen{$address};
3215 $seen{$address} = 1;
3216 my $cust_main_invoice = new FS::cust_main_invoice ( {
3217 'custnum' => $self->custnum,
3220 my $error = $cust_main_invoice->insert;
3221 warn $error if $error;
3225 if ( $self->custnum ) {
3227 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3234 =item check_invoicing_list ARRAYREF
3236 Checks these arguements as valid input for the invoicing_list method. If there
3237 is an error, returns the error, otherwise returns false.
3241 sub check_invoicing_list {
3242 my( $self, $arrayref ) = @_;
3244 foreach my $address ( @$arrayref ) {
3246 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3247 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3250 my $cust_main_invoice = new FS::cust_main_invoice ( {
3251 'custnum' => $self->custnum,
3254 my $error = $self->custnum
3255 ? $cust_main_invoice->check
3256 : $cust_main_invoice->checkdest
3258 return $error if $error;
3262 return "Email address required"
3263 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3264 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3269 =item set_default_invoicing_list
3271 Sets the invoicing list to all accounts associated with this customer,
3272 overwriting any previous invoicing list.
3276 sub set_default_invoicing_list {
3278 $self->invoicing_list($self->all_emails);
3283 Returns the email addresses of all accounts provisioned for this customer.
3290 foreach my $cust_pkg ( $self->all_pkgs ) {
3291 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3293 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3294 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3296 $list{$_}=1 foreach map { $_->email } @svc_acct;
3301 =item invoicing_list_addpost
3303 Adds postal invoicing to this customer. If this customer is already configured
3304 to receive postal invoices, does nothing.
3308 sub invoicing_list_addpost {
3310 return if grep { $_ eq 'POST' } $self->invoicing_list;
3311 my @invoicing_list = $self->invoicing_list;
3312 push @invoicing_list, 'POST';
3313 $self->invoicing_list(\@invoicing_list);
3316 =item invoicing_list_emailonly
3318 Returns the list of email invoice recipients (invoicing_list without non-email
3319 destinations such as POST and FAX).
3323 sub invoicing_list_emailonly {
3325 warn "$me invoicing_list_emailonly called"
3327 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3330 =item invoicing_list_emailonly_scalar
3332 Returns the list of email invoice recipients (invoicing_list without non-email
3333 destinations such as POST and FAX) as a comma-separated scalar.
3337 sub invoicing_list_emailonly_scalar {
3339 warn "$me invoicing_list_emailonly_scalar called"
3341 join(', ', $self->invoicing_list_emailonly);
3344 =item referral_custnum_cust_main
3346 Returns the customer who referred this customer (or the empty string, if
3347 this customer was not referred).
3349 Note the difference with referral_cust_main method: This method,
3350 referral_custnum_cust_main returns the single customer (if any) who referred
3351 this customer, while referral_cust_main returns an array of customers referred
3356 sub referral_custnum_cust_main {
3358 return '' unless $self->referral_custnum;
3359 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3362 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3364 Returns an array of customers referred by this customer (referral_custnum set
3365 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3366 customers referred by customers referred by this customer and so on, inclusive.
3367 The default behavior is DEPTH 1 (no recursion).
3369 Note the difference with referral_custnum_cust_main method: This method,
3370 referral_cust_main, returns an array of customers referred BY this customer,
3371 while referral_custnum_cust_main returns the single customer (if any) who
3372 referred this customer.
3376 sub referral_cust_main {
3378 my $depth = @_ ? shift : 1;
3379 my $exclude = @_ ? shift : {};
3382 map { $exclude->{$_->custnum}++; $_; }
3383 grep { ! $exclude->{ $_->custnum } }
3384 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3388 map { $_->referral_cust_main($depth-1, $exclude) }
3395 =item referral_cust_main_ncancelled
3397 Same as referral_cust_main, except only returns customers with uncancelled
3402 sub referral_cust_main_ncancelled {
3404 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3407 =item referral_cust_pkg [ DEPTH ]
3409 Like referral_cust_main, except returns a flat list of all unsuspended (and
3410 uncancelled) packages for each customer. The number of items in this list may
3411 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3415 sub referral_cust_pkg {
3417 my $depth = @_ ? shift : 1;
3419 map { $_->unsuspended_pkgs }
3420 grep { $_->unsuspended_pkgs }
3421 $self->referral_cust_main($depth);
3424 =item referring_cust_main
3426 Returns the single cust_main record for the customer who referred this customer
3427 (referral_custnum), or false.
3431 sub referring_cust_main {
3433 return '' unless $self->referral_custnum;
3434 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3437 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3439 Applies a credit to this customer. If there is an error, returns the error,
3440 otherwise returns false.
3442 REASON can be a text string, an FS::reason object, or a scalar reference to
3443 a reasonnum. If a text string, it will be automatically inserted as a new
3444 reason, and a 'reason_type' option must be passed to indicate the
3445 FS::reason_type for the new reason.
3447 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3449 Any other options are passed to FS::cust_credit::insert.
3454 my( $self, $amount, $reason, %options ) = @_;
3456 my $cust_credit = new FS::cust_credit {
3457 'custnum' => $self->custnum,
3458 'amount' => $amount,
3461 if ( ref($reason) ) {
3463 if ( ref($reason) eq 'SCALAR' ) {
3464 $cust_credit->reasonnum( $$reason );
3466 $cust_credit->reasonnum( $reason->reasonnum );
3470 $cust_credit->set('reason', $reason)
3473 for (qw( addlinfo eventnum )) {
3474 $cust_credit->$_( delete $options{$_} )
3475 if exists($options{$_});
3478 $cust_credit->insert(%options);
3482 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3484 Creates a one-time charge for this customer. If there is an error, returns
3485 the error, otherwise returns false.
3487 New-style, with a hashref of options:
3489 my $error = $cust_main->charge(
3493 'start_date' => str2time('7/4/2009'),
3494 'pkg' => 'Description',
3495 'comment' => 'Comment',
3496 'additional' => [], #extra invoice detail
3497 'classnum' => 1, #pkg_class
3499 'setuptax' => '', # or 'Y' for tax exempt
3502 'taxclass' => 'Tax class',
3505 'taxproduct' => 2, #part_pkg_taxproduct
3506 'override' => {}, #XXX describe
3508 #will be filled in with the new object
3509 'cust_pkg_ref' => \$cust_pkg,
3511 #generate an invoice immediately
3513 'invoice_terms' => '', #with these terms
3519 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3525 my ( $amount, $quantity, $start_date, $classnum );
3526 my ( $pkg, $comment, $additional );
3527 my ( $setuptax, $taxclass ); #internal taxes
3528 my ( $taxproduct, $override ); #vendor (CCH) taxes
3530 my $cust_pkg_ref = '';
3531 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3532 if ( ref( $_[0] ) ) {
3533 $amount = $_[0]->{amount};
3534 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3535 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3536 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3537 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3538 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3539 : '$'. sprintf("%.2f",$amount);
3540 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3541 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3542 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3543 $additional = $_[0]->{additional} || [];
3544 $taxproduct = $_[0]->{taxproductnum};
3545 $override = { '' => $_[0]->{tax_override} };
3546 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3547 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3548 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3553 $pkg = @_ ? shift : 'One-time charge';
3554 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3556 $taxclass = @_ ? shift : '';
3560 local $SIG{HUP} = 'IGNORE';
3561 local $SIG{INT} = 'IGNORE';
3562 local $SIG{QUIT} = 'IGNORE';
3563 local $SIG{TERM} = 'IGNORE';
3564 local $SIG{TSTP} = 'IGNORE';
3565 local $SIG{PIPE} = 'IGNORE';
3567 my $oldAutoCommit = $FS::UID::AutoCommit;
3568 local $FS::UID::AutoCommit = 0;
3571 my $part_pkg = new FS::part_pkg ( {
3573 'comment' => $comment,
3577 'classnum' => ( $classnum ? $classnum : '' ),
3578 'setuptax' => $setuptax,
3579 'taxclass' => $taxclass,
3580 'taxproductnum' => $taxproduct,
3583 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3584 ( 0 .. @$additional - 1 )
3586 'additional_count' => scalar(@$additional),
3587 'setup_fee' => $amount,
3590 my $error = $part_pkg->insert( options => \%options,
3591 tax_overrides => $override,
3594 $dbh->rollback if $oldAutoCommit;
3598 my $pkgpart = $part_pkg->pkgpart;
3599 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3600 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3601 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3602 $error = $type_pkgs->insert;
3604 $dbh->rollback if $oldAutoCommit;
3609 my $cust_pkg = new FS::cust_pkg ( {
3610 'custnum' => $self->custnum,
3611 'pkgpart' => $pkgpart,
3612 'quantity' => $quantity,
3613 'start_date' => $start_date,
3614 'no_auto' => $no_auto,
3617 $error = $cust_pkg->insert;
3619 $dbh->rollback if $oldAutoCommit;
3621 } elsif ( $cust_pkg_ref ) {
3622 ${$cust_pkg_ref} = $cust_pkg;
3626 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3627 'pkg_list' => [ $cust_pkg ],
3630 $dbh->rollback if $oldAutoCommit;
3635 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3640 #=item charge_postal_fee
3642 #Applies a one time charge this customer. If there is an error,
3643 #returns the error, returns the cust_pkg charge object or false
3644 #if there was no charge.
3648 # This should be a customer event. For that to work requires that bill
3649 # also be a customer event.
3651 sub charge_postal_fee {
3654 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3655 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3657 my $cust_pkg = new FS::cust_pkg ( {
3658 'custnum' => $self->custnum,
3659 'pkgpart' => $pkgpart,
3663 my $error = $cust_pkg->insert;
3664 $error ? $error : $cust_pkg;
3667 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3669 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3671 Optionally, a list or hashref of additional arguments to the qsearch call can
3678 my $opt = ref($_[0]) ? shift : { @_ };
3680 #return $self->num_cust_bill unless wantarray || keys %$opt;
3682 $opt->{'table'} = 'cust_bill';
3683 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3684 $opt->{'hashref'}{'custnum'} = $self->custnum;
3685 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3687 map { $_ } #behavior of sort undefined in scalar context
3688 sort { $a->_date <=> $b->_date }
3692 =item open_cust_bill
3694 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3699 sub open_cust_bill {
3703 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3709 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3711 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3715 sub legacy_cust_bill {
3718 #return $self->num_legacy_cust_bill unless wantarray;
3720 map { $_ } #behavior of sort undefined in scalar context
3721 sort { $a->_date <=> $b->_date }
3722 qsearch({ 'table' => 'legacy_cust_bill',
3723 'hashref' => { 'custnum' => $self->custnum, },
3724 'order_by' => 'ORDER BY _date ASC',
3728 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3730 Returns all the statements (see L<FS::cust_statement>) for this customer.
3732 Optionally, a list or hashref of additional arguments to the qsearch call can
3737 =item cust_bill_void
3739 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3743 sub cust_bill_void {
3746 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3747 sort { $a->_date <=> $b->_date }
3748 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3751 sub cust_statement {
3753 my $opt = ref($_[0]) ? shift : { @_ };
3755 #return $self->num_cust_statement unless wantarray || keys %$opt;
3757 $opt->{'table'} = 'cust_statement';
3758 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3759 $opt->{'hashref'}{'custnum'} = $self->custnum;
3760 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3762 map { $_ } #behavior of sort undefined in scalar context
3763 sort { $a->_date <=> $b->_date }
3767 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3769 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3771 Optionally, a list or hashref of additional arguments to the qsearch call can
3772 be passed following the SVCDB.
3779 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3780 warn "$me svc_x requires a svcdb";
3783 my $opt = ref($_[0]) ? shift : { @_ };
3785 $opt->{'table'} = $svcdb;
3786 $opt->{'addl_from'} =
3787 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3788 ($opt->{'addl_from'} || '');
3790 my $custnum = $self->custnum;
3791 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3792 my $where = "cust_pkg.custnum = $custnum";
3794 my $extra_sql = $opt->{'extra_sql'} || '';
3795 if ( keys %{ $opt->{'hashref'} } ) {
3796 $extra_sql = " AND $where $extra_sql";
3799 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3800 $extra_sql = "WHERE $where AND $1";
3803 $extra_sql = "WHERE $where $extra_sql";
3806 $opt->{'extra_sql'} = $extra_sql;
3811 # required for use as an eventtable;
3814 $self->svc_x('svc_acct', @_);
3819 Returns all the credits (see L<FS::cust_credit>) for this customer.
3825 map { $_ } #return $self->num_cust_credit unless wantarray;
3826 sort { $a->_date <=> $b->_date }
3827 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3830 =item cust_credit_pkgnum
3832 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3833 package when using experimental package balances.
3837 sub cust_credit_pkgnum {
3838 my( $self, $pkgnum ) = @_;
3839 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3840 sort { $a->_date <=> $b->_date }
3841 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3842 'pkgnum' => $pkgnum,
3849 Returns all the payments (see L<FS::cust_pay>) for this customer.
3855 return $self->num_cust_pay unless wantarray;
3856 sort { $a->_date <=> $b->_date }
3857 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3862 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3863 called automatically when the cust_pay method is used in a scalar context.
3869 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3870 my $sth = dbh->prepare($sql) or die dbh->errstr;
3871 $sth->execute($self->custnum) or die $sth->errstr;
3872 $sth->fetchrow_arrayref->[0];
3875 =item cust_pay_pkgnum
3877 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3878 package when using experimental package balances.
3882 sub cust_pay_pkgnum {
3883 my( $self, $pkgnum ) = @_;
3884 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3885 sort { $a->_date <=> $b->_date }
3886 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3887 'pkgnum' => $pkgnum,
3894 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3900 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3901 sort { $a->_date <=> $b->_date }
3902 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3905 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3907 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3909 Optionally, a list or hashref of additional arguments to the qsearch call can
3914 sub cust_pay_batch {
3916 my $opt = ref($_[0]) ? shift : { @_ };
3918 #return $self->num_cust_statement unless wantarray || keys %$opt;
3920 $opt->{'table'} = 'cust_pay_batch';
3921 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3922 $opt->{'hashref'}{'custnum'} = $self->custnum;
3923 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3925 map { $_ } #behavior of sort undefined in scalar context
3926 sort { $a->paybatchnum <=> $b->paybatchnum }
3930 =item cust_pay_pending
3932 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3933 (without status "done").
3937 sub cust_pay_pending {
3939 return $self->num_cust_pay_pending unless wantarray;
3940 sort { $a->_date <=> $b->_date }
3941 qsearch( 'cust_pay_pending', {
3942 'custnum' => $self->custnum,
3943 'status' => { op=>'!=', value=>'done' },
3948 =item cust_pay_pending_attempt
3950 Returns all payment attempts / declined payments for this customer, as pending
3951 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3952 a corresponding payment (see L<FS::cust_pay>).
3956 sub cust_pay_pending_attempt {
3958 return $self->num_cust_pay_pending_attempt unless wantarray;
3959 sort { $a->_date <=> $b->_date }
3960 qsearch( 'cust_pay_pending', {
3961 'custnum' => $self->custnum,
3968 =item num_cust_pay_pending
3970 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3971 customer (without status "done"). Also called automatically when the
3972 cust_pay_pending method is used in a scalar context.
3976 sub num_cust_pay_pending {
3979 " SELECT COUNT(*) FROM cust_pay_pending ".
3980 " WHERE custnum = ? AND status != 'done' ",
3985 =item num_cust_pay_pending_attempt
3987 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3988 customer, with status "done" but without a corresp. Also called automatically when the
3989 cust_pay_pending method is used in a scalar context.
3993 sub num_cust_pay_pending_attempt {
3996 " SELECT COUNT(*) FROM cust_pay_pending ".
3997 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4004 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4010 map { $_ } #return $self->num_cust_refund unless wantarray;
4011 sort { $a->_date <=> $b->_date }
4012 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4015 =item display_custnum
4017 Returns the displayed customer number for this customer: agent_custid if
4018 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4022 sub display_custnum {
4025 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4026 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
4027 if ( $special eq 'CoStAg' ) {
4028 $prefix = uc( join('',
4030 ($self->state =~ /^(..)/),
4031 $prefix || ($self->agent->agent =~ /^(..)/)
4034 elsif ( $special eq 'CoStCl' ) {
4035 $prefix = uc( join('',
4037 ($self->state =~ /^(..)/),
4038 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
4041 # add any others here if needed
4044 my $length = $conf->config('cust_main-custnum-display_length');
4045 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
4046 return $self->agent_custid;
4047 } elsif ( $prefix ) {
4048 $length = 8 if !defined($length);
4050 sprintf('%0'.$length.'d', $self->custnum)
4051 } elsif ( $length ) {
4052 return sprintf('%0'.$length.'d', $self->custnum);
4054 return $self->custnum;
4060 Returns a name string for this customer, either "Company (Last, First)" or
4067 my $name = $self->contact;
4068 $name = $self->company. " ($name)" if $self->company;
4072 =item service_contact
4074 Returns the L<FS::contact> object for this customer that has the 'Service'
4075 contact class, or undef if there is no such contact. Deprecated; don't use
4080 sub service_contact {
4082 if ( !exists($self->{service_contact}) ) {
4083 my $classnum = $self->scalar_sql(
4084 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4085 ) || 0; #if it's zero, qsearchs will return nothing
4086 $self->{service_contact} = qsearchs('contact', {
4087 'classnum' => $classnum, 'custnum' => $self->custnum
4090 $self->{service_contact};
4095 Returns a name string for this (service/shipping) contact, either
4096 "Company (Last, First)" or "Last, First".
4103 my $name = $self->ship_contact;
4104 $name = $self->company. " ($name)" if $self->company;
4110 Returns a name string for this customer, either "Company" or "First Last".
4116 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4119 =item ship_name_short
4121 Returns a name string for this (service/shipping) contact, either "Company"
4126 sub ship_name_short {
4128 $self->service_contact
4129 ? $self->ship_contact_firstlast
4135 Returns this customer's full (billing) contact name only, "Last, First"
4141 $self->get('last'). ', '. $self->first;
4146 Returns this customer's full (shipping) contact name only, "Last, First"
4152 my $contact = $self->service_contact || $self;
4153 $contact->get('last') . ', ' . $contact->get('first');
4156 =item contact_firstlast
4158 Returns this customers full (billing) contact name only, "First Last".
4162 sub contact_firstlast {
4164 $self->first. ' '. $self->get('last');
4167 =item ship_contact_firstlast
4169 Returns this customer's full (shipping) contact name only, "First Last".
4173 sub ship_contact_firstlast {
4175 my $contact = $self->service_contact || $self;
4176 $contact->get('first') . ' '. $contact->get('last');
4181 Returns this customer's full country name
4187 code2country($self->country);
4190 =item geocode DATA_VENDOR
4192 Returns a value for the customer location as encoded by DATA_VENDOR.
4193 Currently this only makes sense for "CCH" as DATA_VENDOR.
4201 Returns a status string for this customer, currently:
4205 =item prospect - No packages have ever been ordered
4207 =item ordered - Recurring packages all are new (not yet billed).
4209 =item active - One or more recurring packages is active
4211 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4213 =item suspended - All non-cancelled recurring packages are suspended
4215 =item cancelled - All recurring packages are cancelled
4219 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4220 cust_main-status_module configuration option.
4224 sub status { shift->cust_status(@_); }
4228 for my $status ( FS::cust_main->statuses() ) {
4229 my $method = $status.'_sql';
4230 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4231 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4232 $sth->execute( ($self->custnum) x $numnum )
4233 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4234 return $status if $sth->fetchrow_arrayref->[0];
4238 =item ucfirst_cust_status
4240 =item ucfirst_status
4242 Returns the status with the first character capitalized.
4246 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4248 sub ucfirst_cust_status {
4250 ucfirst($self->cust_status);
4255 Returns a hex triplet color string for this customer's status.
4259 sub statuscolor { shift->cust_statuscolor(@_); }
4261 sub cust_statuscolor {
4263 __PACKAGE__->statuscolors->{$self->cust_status};
4268 Returns an array of hashes representing the customer's RT tickets.
4275 my $num = $conf->config('cust_main-max_tickets') || 10;
4278 if ( $conf->config('ticket_system') ) {
4279 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4281 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4285 foreach my $priority (
4286 $conf->config('ticket_system-custom_priority_field-values'), ''
4288 last if scalar(@tickets) >= $num;
4290 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4291 $num - scalar(@tickets),
4301 # Return services representing svc_accts in customer support packages
4302 sub support_services {
4304 my %packages = map { $_ => 1 } $conf->config('support_packages');
4306 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4307 grep { $_->part_svc->svcdb eq 'svc_acct' }
4308 map { $_->cust_svc }
4309 grep { exists $packages{ $_->pkgpart } }
4310 $self->ncancelled_pkgs;
4314 # Return a list of latitude/longitude for one of the services (if any)
4315 sub service_coordinates {
4319 grep { $_->latitude && $_->longitude }
4321 map { $_->cust_svc }
4322 $self->ncancelled_pkgs;
4324 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4329 Returns a masked version of the named field
4334 my ($self,$field) = @_;
4338 'x'x(length($self->getfield($field))-4).
4339 substr($self->getfield($field), (length($self->getfield($field))-4));
4345 =head1 CLASS METHODS
4351 Class method that returns the list of possible status strings for customers
4352 (see L<the status method|/status>). For example:
4354 @statuses = FS::cust_main->statuses();
4360 keys %{ $self->statuscolors };
4363 =item cust_status_sql
4365 Returns an SQL fragment to determine the status of a cust_main record, as a
4370 sub cust_status_sql {
4372 for my $status ( FS::cust_main->statuses() ) {
4373 my $method = $status.'_sql';
4374 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4383 Returns an SQL expression identifying prospective cust_main records (customers
4384 with no packages ever ordered)
4388 use vars qw($select_count_pkgs);
4389 $select_count_pkgs =
4390 "SELECT COUNT(*) FROM cust_pkg
4391 WHERE cust_pkg.custnum = cust_main.custnum";
4393 sub select_count_pkgs_sql {
4398 " 0 = ( $select_count_pkgs ) ";
4403 Returns an SQL expression identifying ordered cust_main records (customers with
4404 no active packages, but recurring packages not yet setup or one time charges
4410 FS::cust_main->none_active_sql.
4411 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4416 Returns an SQL expression identifying active cust_main records (customers with
4417 active recurring packages).
4422 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4425 =item none_active_sql
4427 Returns an SQL expression identifying cust_main records with no active
4428 recurring packages. This includes customers of status prospect, ordered,
4429 inactive, and suspended.
4433 sub none_active_sql {
4434 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4439 Returns an SQL expression identifying inactive cust_main records (customers with
4440 no active recurring packages, but otherwise unsuspended/uncancelled).
4445 FS::cust_main->none_active_sql.
4446 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4452 Returns an SQL expression identifying suspended cust_main records.
4457 sub suspended_sql { susp_sql(@_); }
4459 FS::cust_main->none_active_sql.
4460 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4466 Returns an SQL expression identifying cancelled cust_main records.
4470 sub cancel_sql { shift->cancelled_sql(@_); }
4473 =item uncancelled_sql
4475 Returns an SQL expression identifying un-cancelled cust_main records.
4479 sub uncancelled_sql { uncancel_sql(@_); }
4480 sub uncancel_sql { "
4481 ( 0 < ( $select_count_pkgs
4482 AND ( cust_pkg.cancel IS NULL
4483 OR cust_pkg.cancel = 0
4486 OR 0 = ( $select_count_pkgs )
4492 Returns an SQL fragment to retreive the balance.
4497 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4498 WHERE cust_bill.custnum = cust_main.custnum )
4499 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4500 WHERE cust_pay.custnum = cust_main.custnum )
4501 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4502 WHERE cust_credit.custnum = cust_main.custnum )
4503 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4504 WHERE cust_refund.custnum = cust_main.custnum )
4507 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4509 Returns an SQL fragment to retreive the balance for this customer, optionally
4510 considering invoices with date earlier than START_TIME, and not
4511 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4512 total_unapplied_payments).
4514 Times are specified as SQL fragments or numeric
4515 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4516 L<Date::Parse> for conversion functions. The empty string can be passed
4517 to disable that time constraint completely.
4519 Available options are:
4523 =item unapplied_date
4525 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)
4530 set to true to remove all customer comparison clauses, for totals
4535 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4540 JOIN clause (typically used with the total option)
4544 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4545 time will be ignored. Note that START_TIME and END_TIME only limit the date
4546 range for invoices and I<unapplied> payments, credits, and refunds.
4552 sub balance_date_sql {
4553 my( $class, $start, $end, %opt ) = @_;
4555 my $cutoff = $opt{'cutoff'};
4557 my $owed = FS::cust_bill->owed_sql($cutoff);
4558 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4559 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4560 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4562 my $j = $opt{'join'} || '';
4564 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4565 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4566 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4567 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4569 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4570 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4571 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4572 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4577 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4579 Returns an SQL fragment to retreive the total unapplied payments for this
4580 customer, only considering payments with date earlier than START_TIME, and
4581 optionally not later than END_TIME.
4583 Times are specified as SQL fragments or numeric
4584 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4585 L<Date::Parse> for conversion functions. The empty string can be passed
4586 to disable that time constraint completely.
4588 Available options are:
4592 sub unapplied_payments_date_sql {
4593 my( $class, $start, $end, %opt ) = @_;
4595 my $cutoff = $opt{'cutoff'};
4597 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4599 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4600 'unapplied_date'=>1 );
4602 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4605 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4607 Helper method for balance_date_sql; name (and usage) subject to change
4608 (suggestions welcome).
4610 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4611 cust_refund, cust_credit or cust_pay).
4613 If TABLE is "cust_bill" or the unapplied_date option is true, only
4614 considers records with date earlier than START_TIME, and optionally not
4615 later than END_TIME .
4619 sub _money_table_where {
4620 my( $class, $table, $start, $end, %opt ) = @_;
4623 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4624 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4625 push @where, "$table._date <= $start" if defined($start) && length($start);
4626 push @where, "$table._date > $end" if defined($end) && length($end);
4628 push @where, @{$opt{'where'}} if $opt{'where'};
4629 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4635 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4636 use FS::cust_main::Search;
4639 FS::cust_main::Search->search(@_);
4654 #warn join('-',keys %$param);
4655 my $fh = $param->{filehandle};
4656 my $agentnum = $param->{agentnum};
4657 my $format = $param->{format};
4659 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4662 if ( $format eq 'simple' ) {
4663 @fields = qw( custnum agent_custid amount pkg );
4665 die "unknown format $format";
4668 eval "use Text::CSV_XS;";
4671 my $csv = new Text::CSV_XS;
4678 local $SIG{HUP} = 'IGNORE';
4679 local $SIG{INT} = 'IGNORE';
4680 local $SIG{QUIT} = 'IGNORE';
4681 local $SIG{TERM} = 'IGNORE';
4682 local $SIG{TSTP} = 'IGNORE';
4683 local $SIG{PIPE} = 'IGNORE';
4685 my $oldAutoCommit = $FS::UID::AutoCommit;
4686 local $FS::UID::AutoCommit = 0;
4689 #while ( $columns = $csv->getline($fh) ) {
4691 while ( defined($line=<$fh>) ) {
4693 $csv->parse($line) or do {
4694 $dbh->rollback if $oldAutoCommit;
4695 return "can't parse: ". $csv->error_input();
4698 my @columns = $csv->fields();
4699 #warn join('-',@columns);
4702 foreach my $field ( @fields ) {
4703 $row{$field} = shift @columns;
4706 if ( $row{custnum} && $row{agent_custid} ) {
4707 dbh->rollback if $oldAutoCommit;
4708 return "can't specify custnum with agent_custid $row{agent_custid}";
4712 if ( $row{agent_custid} && $agentnum ) {
4713 %hash = ( 'agent_custid' => $row{agent_custid},
4714 'agentnum' => $agentnum,
4718 if ( $row{custnum} ) {
4719 %hash = ( 'custnum' => $row{custnum} );
4722 unless ( scalar(keys %hash) ) {
4723 $dbh->rollback if $oldAutoCommit;
4724 return "can't find customer without custnum or agent_custid and agentnum";
4727 my $cust_main = qsearchs('cust_main', { %hash } );
4728 unless ( $cust_main ) {
4729 $dbh->rollback if $oldAutoCommit;
4730 my $custnum = $row{custnum} || $row{agent_custid};
4731 return "unknown custnum $custnum";
4734 if ( $row{'amount'} > 0 ) {
4735 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4737 $dbh->rollback if $oldAutoCommit;
4741 } elsif ( $row{'amount'} < 0 ) {
4742 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4745 $dbh->rollback if $oldAutoCommit;
4755 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4757 return "Empty file!" unless $imported;
4763 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4765 Deprecated. Use event notification and message templates
4766 (L<FS::msg_template>) instead.
4768 Sends a templated email notification to the customer (see L<Text::Template>).
4770 OPTIONS is a hash and may include
4772 I<from> - the email sender (default is invoice_from)
4774 I<to> - comma-separated scalar or arrayref of recipients
4775 (default is invoicing_list)
4777 I<subject> - The subject line of the sent email notification
4778 (default is "Notice from company_name")
4780 I<extra_fields> - a hashref of name/value pairs which will be substituted
4783 The following variables are vavailable in the template.
4785 I<$first> - the customer first name
4786 I<$last> - the customer last name
4787 I<$company> - the customer company
4788 I<$payby> - a description of the method of payment for the customer
4789 # would be nice to use FS::payby::shortname
4790 I<$payinfo> - the account information used to collect for this customer
4791 I<$expdate> - the expiration of the customer payment in seconds from epoch
4796 my ($self, $template, %options) = @_;
4798 return unless $conf->exists($template);
4800 my $from = $conf->config('invoice_from', $self->agentnum)
4801 if $conf->exists('invoice_from', $self->agentnum);
4802 $from = $options{from} if exists($options{from});
4804 my $to = join(',', $self->invoicing_list_emailonly);
4805 $to = $options{to} if exists($options{to});
4807 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4808 if $conf->exists('company_name', $self->agentnum);
4809 $subject = $options{subject} if exists($options{subject});
4811 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4812 SOURCE => [ map "$_\n",
4813 $conf->config($template)]
4815 or die "can't create new Text::Template object: Text::Template::ERROR";
4816 $notify_template->compile()
4817 or die "can't compile template: Text::Template::ERROR";
4819 $FS::notify_template::_template::company_name =
4820 $conf->config('company_name', $self->agentnum);
4821 $FS::notify_template::_template::company_address =
4822 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4824 my $paydate = $self->paydate || '2037-12-31';
4825 $FS::notify_template::_template::first = $self->first;
4826 $FS::notify_template::_template::last = $self->last;
4827 $FS::notify_template::_template::company = $self->company;
4828 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4829 my $payby = $self->payby;
4830 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4831 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4833 #credit cards expire at the end of the month/year of their exp date
4834 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4835 $FS::notify_template::_template::payby = 'credit card';
4836 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4837 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4839 }elsif ($payby eq 'COMP') {
4840 $FS::notify_template::_template::payby = 'complimentary account';
4842 $FS::notify_template::_template::payby = 'current method';
4844 $FS::notify_template::_template::expdate = $expire_time;
4846 for (keys %{$options{extra_fields}}){
4848 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4851 send_email(from => $from,
4853 subject => $subject,
4854 body => $notify_template->fill_in( PACKAGE =>
4855 'FS::notify_template::_template' ),
4860 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4862 Generates a templated notification to the customer (see L<Text::Template>).
4864 OPTIONS is a hash and may include
4866 I<extra_fields> - a hashref of name/value pairs which will be substituted
4867 into the template. These values may override values mentioned below
4868 and those from the customer record.
4870 The following variables are available in the template instead of or in addition
4871 to the fields of the customer record.
4873 I<$payby> - a description of the method of payment for the customer
4874 # would be nice to use FS::payby::shortname
4875 I<$payinfo> - the masked account information used to collect for this customer
4876 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4877 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4881 # a lot like cust_bill::print_latex
4882 sub generate_letter {
4883 my ($self, $template, %options) = @_;
4885 return unless $conf->exists($template);
4887 my $letter_template = new Text::Template
4889 SOURCE => [ map "$_\n", $conf->config($template)],
4890 DELIMITERS => [ '[@--', '--@]' ],
4892 or die "can't create new Text::Template object: Text::Template::ERROR";
4894 $letter_template->compile()
4895 or die "can't compile template: Text::Template::ERROR";
4897 my %letter_data = map { $_ => $self->$_ } $self->fields;
4898 $letter_data{payinfo} = $self->mask_payinfo;
4900 #my $paydate = $self->paydate || '2037-12-31';
4901 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4903 my $payby = $self->payby;
4904 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4905 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4907 #credit cards expire at the end of the month/year of their exp date
4908 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4909 $letter_data{payby} = 'credit card';
4910 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4911 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4913 }elsif ($payby eq 'COMP') {
4914 $letter_data{payby} = 'complimentary account';
4916 $letter_data{payby} = 'current method';
4918 $letter_data{expdate} = $expire_time;
4920 for (keys %{$options{extra_fields}}){
4921 $letter_data{$_} = $options{extra_fields}->{$_};
4924 unless(exists($letter_data{returnaddress})){
4925 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4926 $self->agent_template)
4928 if ( length($retadd) ) {
4929 $letter_data{returnaddress} = $retadd;
4930 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4931 $letter_data{returnaddress} =
4932 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4936 ( $conf->config('company_name', $self->agentnum),
4937 $conf->config('company_address', $self->agentnum),
4941 $letter_data{returnaddress} = '~';
4945 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4947 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4949 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4951 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4955 ) or die "can't open temp file: $!\n";
4956 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4957 or die "can't write temp file: $!\n";
4959 $letter_data{'logo_file'} = $lh->filename;
4961 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4965 ) or die "can't open temp file: $!\n";
4967 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4969 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4970 return ($1, $letter_data{'logo_file'});
4974 =item print_ps TEMPLATE
4976 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4982 my($file, $lfile) = $self->generate_letter(@_);
4983 my $ps = FS::Misc::generate_ps($file);
4984 unlink($file.'.tex');
4990 =item print TEMPLATE
4992 Prints the filled in template.
4994 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4998 sub queueable_print {
5001 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5002 or die "invalid customer number: " . $opt{custvnum};
5004 my $error = $self->print( $opt{template} );
5005 die $error if $error;
5009 my ($self, $template) = (shift, shift);
5010 do_print [ $self->print_ps($template) ];
5013 #these three subs should just go away once agent stuff is all config overrides
5015 sub agent_template {
5017 $self->_agent_plandata('agent_templatename');
5020 sub agent_invoice_from {
5022 $self->_agent_plandata('agent_invoice_from');
5025 sub _agent_plandata {
5026 my( $self, $option ) = @_;
5028 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5029 #agent-specific Conf
5031 use FS::part_event::Condition;
5033 my $agentnum = $self->agentnum;
5035 my $regexp = regexp_sql();
5037 my $part_event_option =
5039 'select' => 'part_event_option.*',
5040 'table' => 'part_event_option',
5042 LEFT JOIN part_event USING ( eventpart )
5043 LEFT JOIN part_event_option AS peo_agentnum
5044 ON ( part_event.eventpart = peo_agentnum.eventpart
5045 AND peo_agentnum.optionname = 'agentnum'
5046 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5048 LEFT JOIN part_event_condition
5049 ON ( part_event.eventpart = part_event_condition.eventpart
5050 AND part_event_condition.conditionname = 'cust_bill_age'
5052 LEFT JOIN part_event_condition_option
5053 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5054 AND part_event_condition_option.optionname = 'age'
5057 #'hashref' => { 'optionname' => $option },
5058 #'hashref' => { 'part_event_option.optionname' => $option },
5060 " WHERE part_event_option.optionname = ". dbh->quote($option).
5061 " AND action = 'cust_bill_send_agent' ".
5062 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5063 " AND peo_agentnum.optionname = 'agentnum' ".
5064 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5066 CASE WHEN part_event_condition_option.optionname IS NULL
5068 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5070 , part_event.weight".
5074 unless ( $part_event_option ) {
5075 return $self->agent->invoice_template || ''
5076 if $option eq 'agent_templatename';
5080 $part_event_option->optionvalue;
5084 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5086 Subroutine (not a method), designed to be called from the queue.
5088 Takes a list of options and values.
5090 Pulls up the customer record via the custnum option and calls bill_and_collect.
5095 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5097 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5098 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5100 $cust_main->bill_and_collect( %args );
5103 sub process_bill_and_collect {
5105 my $param = thaw(decode_base64(shift));
5106 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5107 or die "custnum '$param->{custnum}' not found!\n";
5108 $param->{'job'} = $job;
5109 $param->{'fatal'} = 1; # runs from job queue, will be caught
5110 $param->{'retry'} = 1;
5112 $cust_main->bill_and_collect( %$param );
5115 =item process_censustract_update CUSTNUM
5117 Queueable function to update the census tract to the current year (as set in
5118 the 'census_year' configuration variable) and retrieve the new tract code.
5122 sub process_censustract_update {
5123 eval "use FS::Misc::Geo qw(get_censustract)";
5125 my $custnum = shift;
5126 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5127 or die "custnum '$custnum' not found!\n";
5129 my $new_year = $conf->config('census_year') or return;
5130 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5131 if ( $new_tract =~ /^\d/ ) {
5132 # then it's a tract code
5133 $cust_main->set('censustract', $new_tract);
5134 $cust_main->set('censusyear', $new_year);
5136 local($ignore_expired_card) = 1;
5137 local($ignore_illegal_zip) = 1;
5138 local($ignore_banned_card) = 1;
5139 local($skip_fuzzyfiles) = 1;
5140 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5141 my $error = $cust_main->replace;
5142 die $error if $error;
5145 # it's an error message
5151 #starting to take quite a while for big dbs
5152 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5153 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5154 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5155 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5156 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5157 # upgrade journal again? this is also an ancient problem
5158 # - otaker upgrade? journal and call it good? (double check to make sure
5159 # we're not still setting otaker here)
5161 #only going to get worse with new location stuff...
5163 sub _upgrade_data { #class method
5164 my ($class, %opts) = @_;
5167 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5170 #this seems to be the only expensive one.. why does it take so long?
5171 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5173 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5174 FS::upgrade_journal->set_done('cust_main__signupdate');
5177 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5179 # fix yyyy-m-dd formatted paydates
5180 if ( driver_name =~ /^mysql/i ) {
5182 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5183 } else { # the SQL standard
5185 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5187 FS::upgrade_journal->set_done('cust_main__paydate');
5190 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5192 push @statements, #fix the weird BILL with a cc# in payinfo problem
5194 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5196 FS::upgrade_journal->set_done('cust_main__payinfo');
5201 foreach my $sql ( @statements ) {
5202 my $sth = dbh->prepare($sql) or die dbh->errstr;
5203 $sth->execute or die $sth->errstr;
5204 #warn ( (time - $t). " seconds\n" );
5208 local($ignore_expired_card) = 1;
5209 local($ignore_banned_card) = 1;
5210 local($skip_fuzzyfiles) = 1;
5211 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5212 $class->_upgrade_otaker(%opts);
5214 FS::cust_main::Location->_upgrade_data(%opts);
5224 The delete method should possibly take an FS::cust_main object reference
5225 instead of a scalar customer number.
5227 Bill and collect options should probably be passed as references instead of a
5230 There should probably be a configuration file with a list of allowed credit
5233 No multiple currency support (probably a larger project than just this module).
5235 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5237 Birthdates rely on negative epoch values.
5239 The payby for card/check batches is broken. With mixed batching, bad
5242 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5246 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5247 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5248 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.