5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
12 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
17 use vars qw( $DEBUG $me $conf $default_agent_custid $custnum_display_length
20 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
25 use Scalar::Util qw( blessed );
26 use Time::Local qw(timelocal);
27 use Storable qw(thaw);
31 use Digest::MD5 qw(md5_base64);
34 use File::Temp; #qw( tempfile );
36 use Business::CreditCard 0.28;
38 use FS::UID qw( getotaker dbh driver_name );
39 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
40 use FS::Misc qw( generate_email send_email generate_ps do_print money_pretty card_types );
41 use FS::Msgcat qw(gettext);
48 use FS::cust_bill_void;
49 use FS::legacy_cust_bill;
51 use FS::cust_pay_pending;
52 use FS::cust_pay_void;
53 use FS::cust_pay_batch;
56 use FS::part_referral;
57 use FS::cust_main_county;
58 use FS::cust_location;
60 use FS::cust_main_exemption;
61 use FS::cust_tax_adjustment;
62 use FS::cust_tax_location;
64 use FS::cust_main_invoice;
66 use FS::prepay_credit;
72 use FS::payment_gateway;
73 use FS::agent_payment_gateway;
75 use FS::cust_main_note;
76 use FS::cust_attachment;
79 use FS::upgrade_journal;
83 # 1 is mostly method/subroutine entry and options
84 # 2 traces progress of some operations
85 # 3 is even more information including possibly sensitive data
87 $me = '[FS::cust_main]';
90 $ignore_expired_card = 0;
91 $ignore_banned_card = 0;
95 @encrypted_fields = ('payinfo', 'paycvv');
96 sub nohistory_fields { ('payinfo', 'paycvv'); }
98 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
100 #ask FS::UID to run this stuff for us later
101 #$FS::UID::callback{'FS::cust_main'} = sub {
102 install_callback FS::UID sub {
103 $conf = new FS::Conf;
104 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
105 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
110 my ( $hashref, $cache ) = @_;
111 if ( exists $hashref->{'pkgnum'} ) {
112 #@{ $self->{'_pkgnum'} } = ();
113 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
114 $self->{'_pkgnum'} = $subcache;
115 #push @{ $self->{'_pkgnum'} },
116 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
122 FS::cust_main - Object methods for cust_main records
128 $record = new FS::cust_main \%hash;
129 $record = new FS::cust_main { 'column' => 'value' };
131 $error = $record->insert;
133 $error = $new_record->replace($old_record);
135 $error = $record->delete;
137 $error = $record->check;
139 @cust_pkg = $record->all_pkgs;
141 @cust_pkg = $record->ncancelled_pkgs;
143 @cust_pkg = $record->suspended_pkgs;
145 $error = $record->bill;
146 $error = $record->bill %options;
147 $error = $record->bill 'time' => $time;
149 $error = $record->collect;
150 $error = $record->collect %options;
151 $error = $record->collect 'invoice_time' => $time,
156 An FS::cust_main object represents a customer. FS::cust_main inherits from
157 FS::Record. The following fields are currently supported:
163 Primary key (assigned automatically for new customers)
167 Agent (see L<FS::agent>)
171 Advertising source (see L<FS::part_referral>)
183 Cocial security number (optional)
207 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
211 Payment Information (See L<FS::payinfo_Mixin> for data format)
215 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
219 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
223 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
227 Start date month (maestro/solo cards only)
231 Start date year (maestro/solo cards only)
235 Issue number (maestro/solo cards only)
239 Name on card or billing name
243 IP address from which payment information was received
247 The credit card type (deduced from the card number).
251 Tax exempt, empty or `Y'
255 Order taker (see L<FS::access_user>)
261 =item referral_custnum
263 Referring customer number
267 Enable individual CDR spooling, empty or `Y'
271 A suggestion to events (see L<FS::part_bill_event>) to delay until this unix timestamp
275 Discourage individual CDR printing, empty or `Y'
279 Allow self-service editing of ticket subjects, empty or 'Y'
281 =item calling_list_exempt
283 Do not call, empty or 'Y'
285 =item invoice_ship_address
287 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
297 Creates a new customer. To add the customer to the database, see L<"insert">.
299 Note that this stores the hash reference, not a distinct copy of the hash it
300 points to. You can ask the object for a copy with the I<hash> method.
304 sub table { 'cust_main'; }
306 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
308 Adds this customer to the database. If there is an error, returns the error,
309 otherwise returns false.
311 Usually the customer's location will not yet exist in the database, and
312 the C<bill_location> and C<ship_location> pseudo-fields must be set to
313 uninserted L<FS::cust_location> objects. These will be inserted and linked
314 (in both directions) to the new customer record. If they're references
315 to the same object, they will become the same location.
317 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
318 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
319 are inserted atomicly, or the transaction is rolled back. Passing an empty
320 hash reference is equivalent to not supplying this parameter. There should be
321 a better explanation of this, but until then, here's an example:
324 tie %hash, 'Tie::RefHash'; #this part is important
326 $cust_pkg => [ $svc_acct ],
329 $cust_main->insert( \%hash );
331 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
332 be set as the invoicing list (see L<"invoicing_list">). Errors return as
333 expected and rollback the entire transaction; it is not necessary to call
334 check_invoicing_list first. The invoicing_list is set after the records in the
335 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
336 invoicing_list destination to the newly-created svc_acct. Here's an example:
338 $cust_main->insert( {}, [ $email, 'POST' ] );
340 Currently available options are: I<depend_jobnum>, I<noexport>,
341 I<tax_exemption> and I<prospectnum>.
343 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
344 on the supplied jobnum (they will not run until the specific job completes).
345 This can be used to defer provisioning until some action completes (such
346 as running the customer's credit card successfully).
348 The I<noexport> option is deprecated. If I<noexport> is set true, no
349 provisioning jobs (exports) are scheduled. (You can schedule them later with
350 the B<reexport> method.)
352 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
353 of tax names and exemption numbers. FS::cust_main_exemption records will be
354 created and inserted.
356 If I<prospectnum> is set, moves contacts and locations from that prospect.
362 my $cust_pkgs = @_ ? shift : {};
363 my $invoicing_list = @_ ? shift : '';
365 warn "$me insert called with options ".
366 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
369 local $SIG{HUP} = 'IGNORE';
370 local $SIG{INT} = 'IGNORE';
371 local $SIG{QUIT} = 'IGNORE';
372 local $SIG{TERM} = 'IGNORE';
373 local $SIG{TSTP} = 'IGNORE';
374 local $SIG{PIPE} = 'IGNORE';
376 my $oldAutoCommit = $FS::UID::AutoCommit;
377 local $FS::UID::AutoCommit = 0;
380 my $prepay_identifier = '';
381 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
383 if ( $self->payby eq 'PREPAY' ) {
385 $self->payby('BILL');
386 $prepay_identifier = $self->payinfo;
389 warn " looking up prepaid card $prepay_identifier\n"
392 my $error = $self->get_prepay( $prepay_identifier,
393 'amount_ref' => \$amount,
394 'seconds_ref' => \$seconds,
395 'upbytes_ref' => \$upbytes,
396 'downbytes_ref' => \$downbytes,
397 'totalbytes_ref' => \$totalbytes,
400 $dbh->rollback if $oldAutoCommit;
401 #return "error applying prepaid card (transaction rolled back): $error";
405 $payby = 'PREP' if $amount;
407 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
410 $self->payby('BILL');
411 $amount = $self->paid;
416 foreach my $l (qw(bill_location ship_location)) {
418 my $loc = delete $self->hashref->{$l} or return "$l not set";
420 if ( !$loc->locationnum ) {
421 # warn the location that we're going to insert it with no custnum
422 $loc->set(custnum_pending => 1);
423 warn " inserting $l\n"
425 my $error = $loc->insert;
427 $dbh->rollback if $oldAutoCommit;
428 my $label = $l eq 'ship_location' ? 'service' : 'billing';
429 return "$error (in $label location)";
432 } elsif ( $loc->prospectnum ) {
434 $loc->prospectnum('');
435 $loc->set(custnum_pending => 1);
436 my $error = $loc->replace;
438 $dbh->rollback if $oldAutoCommit;
439 my $label = $l eq 'ship_location' ? 'service' : 'billing';
440 return "$error (moving $label location)";
443 } elsif ( ($loc->custnum || 0) > 0 ) {
444 # then it somehow belongs to another customer--shouldn't happen
445 $dbh->rollback if $oldAutoCommit;
446 return "$l belongs to customer ".$loc->custnum;
448 # else it already belongs to this customer
449 # (happens when ship_location is identical to bill_location)
451 $self->set($l.'num', $loc->locationnum);
453 if ( $self->get($l.'num') eq '' ) {
454 $dbh->rollback if $oldAutoCommit;
459 warn " inserting $self\n"
462 $self->signupdate(time) unless $self->signupdate;
464 $self->auto_agent_custid()
465 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
467 my $error = $self->check_payinfo_cardtype
468 || $self->SUPER::insert;
470 $dbh->rollback if $oldAutoCommit;
471 #return "inserting cust_main record (transaction rolled back): $error";
475 # now set cust_location.custnum
476 foreach my $l (qw(bill_location ship_location)) {
477 warn " setting $l.custnum\n"
480 unless ( $loc->custnum ) {
481 $loc->set(custnum => $self->custnum);
482 $error ||= $loc->replace;
486 $dbh->rollback if $oldAutoCommit;
487 return "error setting $l custnum: $error";
491 warn " setting invoicing list\n"
494 if ( $invoicing_list ) {
495 $error = $self->check_invoicing_list( $invoicing_list );
497 $dbh->rollback if $oldAutoCommit;
498 #return "checking invoicing_list (transaction rolled back): $error";
501 $self->invoicing_list( $invoicing_list );
504 warn " setting customer tags\n"
507 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
508 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
509 'custnum' => $self->custnum };
510 my $error = $cust_tag->insert;
512 $dbh->rollback if $oldAutoCommit;
517 my $prospectnum = delete $options{'prospectnum'};
518 if ( $prospectnum ) {
520 warn " moving contacts and locations from prospect $prospectnum\n"
524 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
525 unless ( $prospect_main ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "Unknown prospectnum $prospectnum";
529 $prospect_main->custnum($self->custnum);
530 $prospect_main->disabled('Y');
531 my $error = $prospect_main->replace;
533 $dbh->rollback if $oldAutoCommit;
537 my @contact = $prospect_main->contact;
538 my @cust_location = $prospect_main->cust_location;
539 my @qual = $prospect_main->qual;
541 foreach my $r ( @contact, @cust_location, @qual ) {
543 $r->custnum($self->custnum);
544 my $error = $r->replace;
546 $dbh->rollback if $oldAutoCommit;
553 # validate card (needs custnum already set)
554 if ( $self->payby =~ /^(CARD|DCRD)$/
555 && $conf->exists('business-onlinepayment-verification') ) {
556 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
558 $dbh->rollback if $oldAutoCommit;
563 warn " setting contacts\n"
566 if ( my $contact = delete $options{'contact'} ) {
568 foreach my $c ( @$contact ) {
569 $c->custnum($self->custnum);
570 my $error = $c->insert;
572 $dbh->rollback if $oldAutoCommit;
578 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
580 my $error = $self->process_o2m( 'table' => 'contact',
581 'fields' => FS::contact->cgi_contact_fields,
582 'params' => $contact_params,
585 $dbh->rollback if $oldAutoCommit;
590 warn " setting cust_main_exemption\n"
593 my $tax_exemption = delete $options{'tax_exemption'};
594 if ( $tax_exemption ) {
596 $tax_exemption = { map { $_ => '' } @$tax_exemption }
597 if ref($tax_exemption) eq 'ARRAY';
599 foreach my $taxname ( keys %$tax_exemption ) {
600 my $cust_main_exemption = new FS::cust_main_exemption {
601 'custnum' => $self->custnum,
602 'taxname' => $taxname,
603 'exempt_number' => $tax_exemption->{$taxname},
605 my $error = $cust_main_exemption->insert;
607 $dbh->rollback if $oldAutoCommit;
608 return "inserting cust_main_exemption (transaction rolled back): $error";
613 warn " ordering packages\n"
616 $error = $self->order_pkgs( $cust_pkgs,
618 'seconds_ref' => \$seconds,
619 'upbytes_ref' => \$upbytes,
620 'downbytes_ref' => \$downbytes,
621 'totalbytes_ref' => \$totalbytes,
624 $dbh->rollback if $oldAutoCommit;
629 $dbh->rollback if $oldAutoCommit;
630 return "No svc_acct record to apply pre-paid time";
632 if ( $upbytes || $downbytes || $totalbytes ) {
633 $dbh->rollback if $oldAutoCommit;
634 return "No svc_acct record to apply pre-paid data";
638 warn " inserting initial $payby payment of $amount\n"
640 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
642 $dbh->rollback if $oldAutoCommit;
643 return "inserting payment (transaction rolled back): $error";
647 unless ( $import || $skip_fuzzyfiles ) {
648 warn " queueing fuzzyfiles update\n"
650 $error = $self->queue_fuzzyfiles_update;
652 $dbh->rollback if $oldAutoCommit;
653 return "updating fuzzy search cache: $error";
657 # FS::geocode_Mixin::after_insert or something?
658 if ( $conf->config('tax_district_method') and !$import ) {
659 # if anything non-empty, try to look it up
660 my $queue = new FS::queue {
661 'job' => 'FS::geocode_Mixin::process_district_update',
662 'custnum' => $self->custnum,
664 my $error = $queue->insert( ref($self), $self->custnum );
666 $dbh->rollback if $oldAutoCommit;
667 return "queueing tax district update: $error";
672 warn " exporting\n" if $DEBUG > 1;
674 my $export_args = $options{'export_args'} || [];
677 map qsearch( 'part_export', {exportnum=>$_} ),
678 $conf->config('cust_main-exports'); #, $agentnum
680 foreach my $part_export ( @part_export ) {
681 my $error = $part_export->export_insert($self, @$export_args);
683 $dbh->rollback if $oldAutoCommit;
684 return "exporting to ". $part_export->exporttype.
685 " (transaction rolled back): $error";
689 #foreach my $depend_jobnum ( @$depend_jobnums ) {
690 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
692 # foreach my $jobnum ( @jobnums ) {
693 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
694 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
696 # my $error = $queue->depend_insert($depend_jobnum);
698 # $dbh->rollback if $oldAutoCommit;
699 # return "error queuing job dependancy: $error";
706 #if ( exists $options{'jobnums'} ) {
707 # push @{ $options{'jobnums'} }, @jobnums;
710 warn " insert complete; committing transaction\n"
713 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
718 use File::CounterFile;
719 sub auto_agent_custid {
722 my $format = $conf->config('cust_main-auto_agent_custid');
724 if ( $format eq '1YMMXXXXXXXX' ) {
726 my $counter = new File::CounterFile 'cust_main.agent_custid';
729 my $ym = 100000000000 + time2str('%y%m00000000', time);
730 if ( $ym > $counter->value ) {
731 $counter->{'value'} = $agent_custid = $ym;
732 $counter->{'updated'} = 1;
734 $agent_custid = $counter->inc;
740 die "Unknown cust_main-auto_agent_custid format: $format";
743 $self->agent_custid($agent_custid);
747 =item PACKAGE METHODS
749 Documentation on customer package methods has been moved to
750 L<FS::cust_main::Packages>.
752 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
754 Recharges this (existing) customer with the specified prepaid card (see
755 L<FS::prepay_credit>), specified either by I<identifier> or as an
756 FS::prepay_credit object. If there is an error, returns the error, otherwise
759 Optionally, five scalar references can be passed as well. They will have their
760 values filled in with the amount, number of seconds, and number of upload,
761 download, and total bytes applied by this prepaid card.
765 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
766 #the only place that uses these args
767 sub recharge_prepay {
768 my( $self, $prepay_credit, $amountref, $secondsref,
769 $upbytesref, $downbytesref, $totalbytesref ) = @_;
771 local $SIG{HUP} = 'IGNORE';
772 local $SIG{INT} = 'IGNORE';
773 local $SIG{QUIT} = 'IGNORE';
774 local $SIG{TERM} = 'IGNORE';
775 local $SIG{TSTP} = 'IGNORE';
776 local $SIG{PIPE} = 'IGNORE';
778 my $oldAutoCommit = $FS::UID::AutoCommit;
779 local $FS::UID::AutoCommit = 0;
782 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
784 my $error = $self->get_prepay( $prepay_credit,
785 'amount_ref' => \$amount,
786 'seconds_ref' => \$seconds,
787 'upbytes_ref' => \$upbytes,
788 'downbytes_ref' => \$downbytes,
789 'totalbytes_ref' => \$totalbytes,
791 || $self->increment_seconds($seconds)
792 || $self->increment_upbytes($upbytes)
793 || $self->increment_downbytes($downbytes)
794 || $self->increment_totalbytes($totalbytes)
795 || $self->insert_cust_pay_prepay( $amount,
797 ? $prepay_credit->identifier
802 $dbh->rollback if $oldAutoCommit;
806 if ( defined($amountref) ) { $$amountref = $amount; }
807 if ( defined($secondsref) ) { $$secondsref = $seconds; }
808 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
809 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
810 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
812 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
817 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
819 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
820 specified either by I<identifier> or as an FS::prepay_credit object.
822 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
823 incremented by the values of the prepaid card.
825 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
826 check or set this customer's I<agentnum>.
828 If there is an error, returns the error, otherwise returns false.
834 my( $self, $prepay_credit, %opt ) = @_;
836 local $SIG{HUP} = 'IGNORE';
837 local $SIG{INT} = 'IGNORE';
838 local $SIG{QUIT} = 'IGNORE';
839 local $SIG{TERM} = 'IGNORE';
840 local $SIG{TSTP} = 'IGNORE';
841 local $SIG{PIPE} = 'IGNORE';
843 my $oldAutoCommit = $FS::UID::AutoCommit;
844 local $FS::UID::AutoCommit = 0;
847 unless ( ref($prepay_credit) ) {
849 my $identifier = $prepay_credit;
851 $prepay_credit = qsearchs(
853 { 'identifier' => $identifier },
858 unless ( $prepay_credit ) {
859 $dbh->rollback if $oldAutoCommit;
860 return "Invalid prepaid card: ". $identifier;
865 if ( $prepay_credit->agentnum ) {
866 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
867 $dbh->rollback if $oldAutoCommit;
868 return "prepaid card not valid for agent ". $self->agentnum;
870 $self->agentnum($prepay_credit->agentnum);
873 my $error = $prepay_credit->delete;
875 $dbh->rollback if $oldAutoCommit;
876 return "removing prepay_credit (transaction rolled back): $error";
879 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
880 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
882 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
887 =item increment_upbytes SECONDS
889 Updates this customer's single or primary account (see L<FS::svc_acct>) by
890 the specified number of upbytes. If there is an error, returns the error,
891 otherwise returns false.
895 sub increment_upbytes {
896 _increment_column( shift, 'upbytes', @_);
899 =item increment_downbytes SECONDS
901 Updates this customer's single or primary account (see L<FS::svc_acct>) by
902 the specified number of downbytes. If there is an error, returns the error,
903 otherwise returns false.
907 sub increment_downbytes {
908 _increment_column( shift, 'downbytes', @_);
911 =item increment_totalbytes SECONDS
913 Updates this customer's single or primary account (see L<FS::svc_acct>) by
914 the specified number of totalbytes. If there is an error, returns the error,
915 otherwise returns false.
919 sub increment_totalbytes {
920 _increment_column( shift, 'totalbytes', @_);
923 =item increment_seconds SECONDS
925 Updates this customer's single or primary account (see L<FS::svc_acct>) by
926 the specified number of seconds. If there is an error, returns the error,
927 otherwise returns false.
931 sub increment_seconds {
932 _increment_column( shift, 'seconds', @_);
935 =item _increment_column AMOUNT
937 Updates this customer's single or primary account (see L<FS::svc_acct>) by
938 the specified number of seconds or bytes. If there is an error, returns
939 the error, otherwise returns false.
943 sub _increment_column {
944 my( $self, $column, $amount ) = @_;
945 warn "$me increment_column called: $column, $amount\n"
948 return '' unless $amount;
950 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
951 $self->ncancelled_pkgs;
954 return 'No packages with primary or single services found'.
955 ' to apply pre-paid time';
956 } elsif ( scalar(@cust_pkg) > 1 ) {
957 #maybe have a way to specify the package/account?
958 return 'Multiple packages found to apply pre-paid time';
961 my $cust_pkg = $cust_pkg[0];
962 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
966 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
969 return 'No account found to apply pre-paid time';
970 } elsif ( scalar(@cust_svc) > 1 ) {
971 return 'Multiple accounts found to apply pre-paid time';
974 my $svc_acct = $cust_svc[0]->svc_x;
975 warn " found service svcnum ". $svc_acct->pkgnum.
976 ' ('. $svc_acct->email. ")\n"
979 $column = "increment_$column";
980 $svc_acct->$column($amount);
984 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
986 Inserts a prepayment in the specified amount for this customer. An optional
987 second argument can specify the prepayment identifier for tracking purposes.
988 If there is an error, returns the error, otherwise returns false.
992 sub insert_cust_pay_prepay {
993 shift->insert_cust_pay('PREP', @_);
996 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
998 Inserts a cash payment in the specified amount for this customer. An optional
999 second argument can specify the payment identifier for tracking purposes.
1000 If there is an error, returns the error, otherwise returns false.
1004 sub insert_cust_pay_cash {
1005 shift->insert_cust_pay('CASH', @_);
1008 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1010 Inserts a Western Union payment in the specified amount for this customer. An
1011 optional second argument can specify the prepayment identifier for tracking
1012 purposes. If there is an error, returns the error, otherwise returns false.
1016 sub insert_cust_pay_west {
1017 shift->insert_cust_pay('WEST', @_);
1020 sub insert_cust_pay {
1021 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1022 my $payinfo = scalar(@_) ? shift : '';
1024 my $cust_pay = new FS::cust_pay {
1025 'custnum' => $self->custnum,
1026 'paid' => sprintf('%.2f', $amount),
1027 #'_date' => #date the prepaid card was purchased???
1029 'payinfo' => $payinfo,
1037 This method is deprecated. See the I<depend_jobnum> option to the insert and
1038 order_pkgs methods for a better way to defer provisioning.
1040 Re-schedules all exports by calling the B<reexport> method of all associated
1041 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1042 otherwise returns false.
1049 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1050 "use the depend_jobnum option to insert or order_pkgs to delay export";
1052 local $SIG{HUP} = 'IGNORE';
1053 local $SIG{INT} = 'IGNORE';
1054 local $SIG{QUIT} = 'IGNORE';
1055 local $SIG{TERM} = 'IGNORE';
1056 local $SIG{TSTP} = 'IGNORE';
1057 local $SIG{PIPE} = 'IGNORE';
1059 my $oldAutoCommit = $FS::UID::AutoCommit;
1060 local $FS::UID::AutoCommit = 0;
1063 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1064 my $error = $cust_pkg->reexport;
1066 $dbh->rollback if $oldAutoCommit;
1071 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1076 =item delete [ OPTION => VALUE ... ]
1078 This deletes the customer. If there is an error, returns the error, otherwise
1081 This will completely remove all traces of the customer record. This is not
1082 what you want when a customer cancels service; for that, cancel all of the
1083 customer's packages (see L</cancel>).
1085 If the customer has any uncancelled packages, you need to pass a new (valid)
1086 customer number for those packages to be transferred to, as the "new_customer"
1087 option. Cancelled packages will be deleted. Did I mention that this is NOT
1088 what you want when a customer cancels service and that you really should be
1089 looking at L<FS::cust_pkg/cancel>?
1091 You can't delete a customer with invoices (see L<FS::cust_bill>),
1092 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1093 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1094 set the "delete_financials" option to a true value.
1099 my( $self, %opt ) = @_;
1101 local $SIG{HUP} = 'IGNORE';
1102 local $SIG{INT} = 'IGNORE';
1103 local $SIG{QUIT} = 'IGNORE';
1104 local $SIG{TERM} = 'IGNORE';
1105 local $SIG{TSTP} = 'IGNORE';
1106 local $SIG{PIPE} = 'IGNORE';
1108 my $oldAutoCommit = $FS::UID::AutoCommit;
1109 local $FS::UID::AutoCommit = 0;
1112 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1113 $dbh->rollback if $oldAutoCommit;
1114 return "Can't delete a master agent customer";
1117 #use FS::access_user
1118 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1119 $dbh->rollback if $oldAutoCommit;
1120 return "Can't delete a master employee customer";
1123 tie my %financial_tables, 'Tie::IxHash',
1124 'cust_bill' => 'invoices',
1125 'cust_statement' => 'statements',
1126 'cust_credit' => 'credits',
1127 'cust_pay' => 'payments',
1128 'cust_refund' => 'refunds',
1131 foreach my $table ( keys %financial_tables ) {
1133 my @records = $self->$table();
1135 if ( @records && ! $opt{'delete_financials'} ) {
1136 $dbh->rollback if $oldAutoCommit;
1137 return "Can't delete a customer with ". $financial_tables{$table};
1140 foreach my $record ( @records ) {
1141 my $error = $record->delete;
1143 $dbh->rollback if $oldAutoCommit;
1144 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1150 my @cust_pkg = $self->ncancelled_pkgs;
1152 my $new_custnum = $opt{'new_custnum'};
1153 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1154 $dbh->rollback if $oldAutoCommit;
1155 return "Invalid new customer number: $new_custnum";
1157 foreach my $cust_pkg ( @cust_pkg ) {
1158 my %hash = $cust_pkg->hash;
1159 $hash{'custnum'} = $new_custnum;
1160 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1161 my $error = $new_cust_pkg->replace($cust_pkg,
1162 options => { $cust_pkg->options },
1165 $dbh->rollback if $oldAutoCommit;
1170 my @cancelled_cust_pkg = $self->all_pkgs;
1171 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1172 my $error = $cust_pkg->delete;
1174 $dbh->rollback if $oldAutoCommit;
1179 #cust_tax_adjustment in financials?
1180 #cust_pay_pending? ouch
1182 foreach my $table (qw(
1183 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1184 cust_location cust_main_note cust_tax_adjustment
1185 cust_pay_void cust_pay_batch queue cust_tax_exempt
1187 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1188 my $error = $record->delete;
1190 $dbh->rollback if $oldAutoCommit;
1196 my $sth = $dbh->prepare(
1197 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1199 my $errstr = $dbh->errstr;
1200 $dbh->rollback if $oldAutoCommit;
1203 $sth->execute($self->custnum) or do {
1204 my $errstr = $sth->errstr;
1205 $dbh->rollback if $oldAutoCommit;
1211 my $ticket_dbh = '';
1212 if ($conf->config('ticket_system') eq 'RT_Internal') {
1214 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1215 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1216 $ticket_dbh = FS::DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1217 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1220 if ( $ticket_dbh ) {
1222 my $ticket_sth = $ticket_dbh->prepare(
1223 'DELETE FROM Links WHERE Target = ?'
1225 my $errstr = $ticket_dbh->errstr;
1226 $dbh->rollback if $oldAutoCommit;
1229 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1231 my $errstr = $ticket_sth->errstr;
1232 $dbh->rollback if $oldAutoCommit;
1236 #check and see if the customer is the only link on the ticket, and
1237 #if so, set the ticket to deleted status in RT?
1238 #maybe someday, for now this will at least fix tickets not displaying
1242 #delete the customer record
1244 my $error = $self->SUPER::delete;
1246 $dbh->rollback if $oldAutoCommit;
1250 # cust_main exports!
1252 #my $export_args = $options{'export_args'} || [];
1255 map qsearch( 'part_export', {exportnum=>$_} ),
1256 $conf->config('cust_main-exports'); #, $agentnum
1258 foreach my $part_export ( @part_export ) {
1259 my $error = $part_export->export_delete( $self ); #, @$export_args);
1261 $dbh->rollback if $oldAutoCommit;
1262 return "exporting to ". $part_export->exporttype.
1263 " (transaction rolled back): $error";
1267 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1272 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1274 This merges this customer into the provided new custnum, and then deletes the
1275 customer. If there is an error, returns the error, otherwise returns false.
1277 The source customer's name, company name, phone numbers, agent,
1278 referring customer, customer class, advertising source, order taker, and
1279 billing information (except balance) are discarded.
1281 All packages are moved to the target customer. Packages with package locations
1282 are preserved. Packages without package locations are moved to a new package
1283 location with the source customer's service/shipping address.
1285 All invoices, statements, payments, credits and refunds are moved to the target
1286 customer. The source customer's balance is added to the target customer.
1288 All notes, attachments, tickets and customer tags are moved to the target
1291 Change history is not currently moved.
1296 my( $self, $new_custnum, %opt ) = @_;
1298 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1300 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1301 or return "Invalid new customer number: $new_custnum";
1303 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1304 if $self->agentnum != $new_cust_main->agentnum
1305 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1307 local $SIG{HUP} = 'IGNORE';
1308 local $SIG{INT} = 'IGNORE';
1309 local $SIG{QUIT} = 'IGNORE';
1310 local $SIG{TERM} = 'IGNORE';
1311 local $SIG{TSTP} = 'IGNORE';
1312 local $SIG{PIPE} = 'IGNORE';
1314 my $oldAutoCommit = $FS::UID::AutoCommit;
1315 local $FS::UID::AutoCommit = 0;
1318 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1319 $dbh->rollback if $oldAutoCommit;
1320 return "Can't merge a master agent customer";
1323 #use FS::access_user
1324 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1325 $dbh->rollback if $oldAutoCommit;
1326 return "Can't merge a master employee customer";
1329 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1330 'status' => { op=>'!=', value=>'done' },
1334 $dbh->rollback if $oldAutoCommit;
1335 return "Can't merge a customer with pending payments";
1338 tie my %financial_tables, 'Tie::IxHash',
1339 'cust_bill' => 'invoices',
1340 'cust_bill_void' => 'voided invoices',
1341 'cust_statement' => 'statements',
1342 'cust_credit' => 'credits',
1343 'cust_credit_void' => 'voided credits',
1344 'cust_pay' => 'payments',
1345 'cust_pay_void' => 'voided payments',
1346 'cust_refund' => 'refunds',
1349 foreach my $table ( keys %financial_tables ) {
1351 my @records = $self->$table();
1353 foreach my $record ( @records ) {
1354 $record->custnum($new_custnum);
1355 my $error = $record->replace;
1357 $dbh->rollback if $oldAutoCommit;
1358 return "Error merging ". $financial_tables{$table}. ": $error\n";
1364 my $name = $self->ship_name; #?
1366 my $locationnum = '';
1367 foreach my $cust_pkg ( $self->all_pkgs ) {
1368 $cust_pkg->custnum($new_custnum);
1370 unless ( $cust_pkg->locationnum ) {
1371 unless ( $locationnum ) {
1372 my $cust_location = new FS::cust_location {
1373 $self->location_hash,
1374 'custnum' => $new_custnum,
1376 my $error = $cust_location->insert;
1378 $dbh->rollback if $oldAutoCommit;
1381 $locationnum = $cust_location->locationnum;
1383 $cust_pkg->locationnum($locationnum);
1386 my $error = $cust_pkg->replace;
1388 $dbh->rollback if $oldAutoCommit;
1392 # add customer (ship) name to svc_phone.phone_name if blank
1393 my @cust_svc = $cust_pkg->cust_svc;
1394 foreach my $cust_svc (@cust_svc) {
1395 my($label, $value, $svcdb) = $cust_svc->label;
1396 next unless $svcdb eq 'svc_phone';
1397 my $svc_phone = $cust_svc->svc_x;
1398 next if $svc_phone->phone_name;
1399 $svc_phone->phone_name($name);
1400 my $error = $svc_phone->replace;
1402 $dbh->rollback if $oldAutoCommit;
1410 # cust_tax_exempt (texas tax exemptions)
1411 # cust_recon (some sort of not-well understood thing for OnPac)
1413 #these are moved over
1414 foreach my $table (qw(
1415 cust_tag cust_location contact cust_attachment cust_main_note
1416 cust_tax_adjustment cust_pay_batch queue
1418 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1419 $record->custnum($new_custnum);
1420 my $error = $record->replace;
1422 $dbh->rollback if $oldAutoCommit;
1428 #these aren't preserved
1429 foreach my $table (qw(
1430 cust_main_exemption cust_main_invoice
1432 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1433 my $error = $record->delete;
1435 $dbh->rollback if $oldAutoCommit;
1442 my $sth = $dbh->prepare(
1443 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1445 my $errstr = $dbh->errstr;
1446 $dbh->rollback if $oldAutoCommit;
1449 $sth->execute($new_custnum, $self->custnum) or do {
1450 my $errstr = $sth->errstr;
1451 $dbh->rollback if $oldAutoCommit;
1457 my $ticket_dbh = '';
1458 if ($conf->config('ticket_system') eq 'RT_Internal') {
1460 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1461 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1462 $ticket_dbh = FS::DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1463 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1466 if ( $ticket_dbh ) {
1468 my $ticket_sth = $ticket_dbh->prepare(
1469 'UPDATE Links SET Target = ? WHERE Target = ?'
1471 my $errstr = $ticket_dbh->errstr;
1472 $dbh->rollback if $oldAutoCommit;
1475 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1476 'freeside://freeside/cust_main/'.$self->custnum)
1478 my $errstr = $ticket_sth->errstr;
1479 $dbh->rollback if $oldAutoCommit;
1485 #delete the customer record
1487 my $error = $self->delete;
1489 $dbh->rollback if $oldAutoCommit;
1493 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1498 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1500 Replaces the OLD_RECORD with this one in the database. If there is an error,
1501 returns the error, otherwise returns false.
1503 To change the customer's address, set the pseudo-fields C<bill_location> and
1504 C<ship_location>. The address will still only change if at least one of the
1505 address fields differs from the existing values.
1507 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1508 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1509 expected and rollback the entire transaction; it is not necessary to call
1510 check_invoicing_list first. Here's an example:
1512 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1514 Currently available options are: I<tax_exemption>.
1516 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1517 of tax names and exemption numbers. FS::cust_main_exemption records will be
1518 deleted and inserted as appropriate.
1525 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1527 : $self->replace_old;
1531 warn "$me replace called\n"
1534 my $curuser = $FS::CurrentUser::CurrentUser;
1535 if ( $self->payby eq 'COMP'
1536 && $self->payby ne $old->payby
1537 && ! $curuser->access_right('Complimentary customer')
1540 return "You are not permitted to create complimentary accounts.";
1543 local($ignore_expired_card) = 1
1544 if $old->payby =~ /^(CARD|DCRD)$/
1545 && $self->payby =~ /^(CARD|DCRD)$/
1546 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1548 local($ignore_banned_card) = 1
1549 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1550 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1551 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1553 if ( $self->payby =~ /^(CARD|DCRD)$/
1554 && $old->payinfo ne $self->payinfo
1555 && $old->paymask ne $self->paymask )
1557 my $error = $self->check_payinfo_cardtype;
1558 return $error if $error;
1560 if ( $conf->exists('business-onlinepayment-verification') ) {
1561 #need to standardize paydate for this, false laziness with check
1563 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1564 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1565 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1566 ( $m, $y ) = ( $2, "19$1" );
1567 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1568 ( $m, $y ) = ( $3, "20$2" );
1570 return "Illegal expiration date: ". $self->paydate;
1572 $m = sprintf('%02d',$m);
1573 $self->paydate("$y-$m-01");
1575 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
1576 return $error if $error;
1580 return "Invoicing locale is required"
1583 && $conf->exists('cust_main-require_locale');
1585 local $SIG{HUP} = 'IGNORE';
1586 local $SIG{INT} = 'IGNORE';
1587 local $SIG{QUIT} = 'IGNORE';
1588 local $SIG{TERM} = 'IGNORE';
1589 local $SIG{TSTP} = 'IGNORE';
1590 local $SIG{PIPE} = 'IGNORE';
1592 my $oldAutoCommit = $FS::UID::AutoCommit;
1593 local $FS::UID::AutoCommit = 0;
1596 for my $l (qw(bill_location ship_location)) {
1597 my $old_loc = $old->$l;
1598 my $new_loc = $self->$l;
1600 # find the existing location if there is one
1601 $new_loc->set('custnum' => $self->custnum);
1602 my $error = $new_loc->find_or_insert;
1604 $dbh->rollback if $oldAutoCommit;
1607 $self->set($l.'num', $new_loc->locationnum);
1610 # replace the customer record
1611 my $error = $self->SUPER::replace($old);
1614 $dbh->rollback if $oldAutoCommit;
1618 # now move packages to the new service location
1619 $self->set('ship_location', ''); #flush cache
1620 if ( $old->ship_locationnum and # should only be null during upgrade...
1621 $old->ship_locationnum != $self->ship_locationnum ) {
1622 $error = $old->ship_location->move_to($self->ship_location);
1624 $dbh->rollback if $oldAutoCommit;
1628 # don't move packages based on the billing location, but
1629 # disable it if it's no longer in use
1630 if ( $old->bill_locationnum and
1631 $old->bill_locationnum != $self->bill_locationnum ) {
1632 $error = $old->bill_location->disable_if_unused;
1634 $dbh->rollback if $oldAutoCommit;
1639 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1640 my $invoicing_list = shift @param;
1641 $error = $self->check_invoicing_list( $invoicing_list );
1643 $dbh->rollback if $oldAutoCommit;
1646 $self->invoicing_list( $invoicing_list );
1649 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1651 #this could be more efficient than deleting and re-inserting, if it matters
1652 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1653 my $error = $cust_tag->delete;
1655 $dbh->rollback if $oldAutoCommit;
1659 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1660 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1661 'custnum' => $self->custnum };
1662 my $error = $cust_tag->insert;
1664 $dbh->rollback if $oldAutoCommit;
1671 my %options = @param;
1673 my $tax_exemption = delete $options{'tax_exemption'};
1674 if ( $tax_exemption ) {
1676 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1677 if ref($tax_exemption) eq 'ARRAY';
1679 my %cust_main_exemption =
1680 map { $_->taxname => $_ }
1681 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1683 foreach my $taxname ( keys %$tax_exemption ) {
1685 if ( $cust_main_exemption{$taxname} &&
1686 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1689 delete $cust_main_exemption{$taxname};
1693 my $cust_main_exemption = new FS::cust_main_exemption {
1694 'custnum' => $self->custnum,
1695 'taxname' => $taxname,
1696 'exempt_number' => $tax_exemption->{$taxname},
1698 my $error = $cust_main_exemption->insert;
1700 $dbh->rollback if $oldAutoCommit;
1701 return "inserting cust_main_exemption (transaction rolled back): $error";
1705 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1706 my $error = $cust_main_exemption->delete;
1708 $dbh->rollback if $oldAutoCommit;
1709 return "deleting cust_main_exemption (transaction rolled back): $error";
1715 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1716 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1717 && $self->get('payinfo') !~ /^99\d{14}$/
1719 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1724 # card/check/lec info has changed, want to retry realtime_ invoice events
1725 my $error = $self->retry_realtime;
1727 $dbh->rollback if $oldAutoCommit;
1732 unless ( $import || $skip_fuzzyfiles ) {
1733 $error = $self->queue_fuzzyfiles_update;
1735 $dbh->rollback if $oldAutoCommit;
1736 return "updating fuzzy search cache: $error";
1740 # tax district update in cust_location
1742 # cust_main exports!
1744 my $export_args = $options{'export_args'} || [];
1747 map qsearch( 'part_export', {exportnum=>$_} ),
1748 $conf->config('cust_main-exports'); #, $agentnum
1750 foreach my $part_export ( @part_export ) {
1751 my $error = $part_export->export_replace( $self, $old, @$export_args);
1753 $dbh->rollback if $oldAutoCommit;
1754 return "exporting to ". $part_export->exporttype.
1755 " (transaction rolled back): $error";
1759 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1764 =item queue_fuzzyfiles_update
1766 Used by insert & replace to update the fuzzy search cache
1770 use FS::cust_main::Search;
1771 sub queue_fuzzyfiles_update {
1774 local $SIG{HUP} = 'IGNORE';
1775 local $SIG{INT} = 'IGNORE';
1776 local $SIG{QUIT} = 'IGNORE';
1777 local $SIG{TERM} = 'IGNORE';
1778 local $SIG{TSTP} = 'IGNORE';
1779 local $SIG{PIPE} = 'IGNORE';
1781 my $oldAutoCommit = $FS::UID::AutoCommit;
1782 local $FS::UID::AutoCommit = 0;
1785 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1786 my $queue = new FS::queue {
1787 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1789 my @args = "cust_main.$field", $self->get($field);
1790 my $error = $queue->insert( @args );
1792 $dbh->rollback if $oldAutoCommit;
1793 return "queueing job (transaction rolled back): $error";
1797 my @locations = $self->bill_location;
1798 push @locations, $self->ship_location if $self->has_ship_address;
1799 foreach my $location (@locations) {
1800 my $queue = new FS::queue {
1801 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1803 my @args = 'cust_location.address1', $location->address1;
1804 my $error = $queue->insert( @args );
1806 $dbh->rollback if $oldAutoCommit;
1807 return "queueing job (transaction rolled back): $error";
1811 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1818 Checks all fields to make sure this is a valid customer record. If there is
1819 an error, returns the error, otherwise returns false. Called by the insert
1820 and replace methods.
1827 warn "$me check BEFORE: \n". $self->_dump
1831 $self->ut_numbern('custnum')
1832 || $self->ut_number('agentnum')
1833 || $self->ut_textn('agent_custid')
1834 || $self->ut_number('refnum')
1835 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1836 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1837 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1838 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1839 || $self->ut_textn('custbatch')
1840 || $self->ut_name('last')
1841 || $self->ut_name('first')
1842 || $self->ut_snumbern('signupdate')
1843 || $self->ut_snumbern('birthdate')
1844 || $self->ut_namen('spouse_last')
1845 || $self->ut_namen('spouse_first')
1846 || $self->ut_snumbern('spouse_birthdate')
1847 || $self->ut_snumbern('anniversary_date')
1848 || $self->ut_textn('company')
1849 || $self->ut_textn('ship_company')
1850 || $self->ut_anything('comments')
1851 || $self->ut_numbern('referral_custnum')
1852 || $self->ut_textn('stateid')
1853 || $self->ut_textn('stateid_state')
1854 || $self->ut_textn('invoice_terms')
1855 || $self->ut_floatn('cdr_termination_percentage')
1856 || $self->ut_floatn('credit_limit')
1857 || $self->ut_numbern('billday')
1858 || $self->ut_numbern('prorate_day')
1859 || $self->ut_flag('force_prorate_day')
1860 || $self->ut_flag('edit_subject')
1861 || $self->ut_flag('calling_list_exempt')
1862 || $self->ut_flag('invoice_noemail')
1863 || $self->ut_flag('message_noemail')
1864 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1865 || $self->ut_flag('invoice_ship_address')
1868 foreach (qw(company ship_company)) {
1869 my $company = $self->get($_);
1870 $company =~ s/^\s+//;
1871 $company =~ s/\s+$//;
1872 $company =~ s/\s+/ /g;
1873 $self->set($_, $company);
1876 #barf. need message catalogs. i18n. etc.
1877 $error .= "Please select an advertising source."
1878 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1879 return $error if $error;
1881 return "Unknown agent"
1882 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1884 return "Unknown refnum"
1885 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1887 return "Unknown referring custnum: ". $self->referral_custnum
1888 unless ! $self->referral_custnum
1889 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1891 if ( $self->ss eq '' ) {
1896 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1897 or return "Illegal social security number: ". $self->ss;
1898 $self->ss("$1-$2-$3");
1901 #turn off invoice_ship_address if ship & bill are the same
1902 if ($self->bill_locationnum eq $self->ship_locationnum) {
1903 $self->invoice_ship_address('');
1906 # cust_main_county verification now handled by cust_location check
1909 $self->ut_phonen('daytime', $self->country)
1910 || $self->ut_phonen('night', $self->country)
1911 || $self->ut_phonen('fax', $self->country)
1912 || $self->ut_phonen('mobile', $self->country)
1914 return $error if $error;
1916 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1918 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1921 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1923 : FS::Msgcat::_gettext('daytime');
1924 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1926 : FS::Msgcat::_gettext('night');
1928 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1930 : FS::Msgcat::_gettext('mobile');
1932 return "$daytime_label, $night_label or $mobile_label is required"
1936 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1937 # or return "Illegal payby: ". $self->payby;
1939 FS::payby->can_payby($self->table, $self->payby)
1940 or return "Illegal payby: ". $self->payby;
1942 $error = $self->ut_numbern('paystart_month')
1943 || $self->ut_numbern('paystart_year')
1944 || $self->ut_numbern('payissue')
1945 || $self->ut_textn('paytype')
1947 return $error if $error;
1949 if ( $self->payip eq '' ) {
1952 $error = $self->ut_ip('payip');
1953 return $error if $error;
1956 # If it is encrypted and the private key is not availaible then we can't
1957 # check the credit card.
1958 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1960 # Need some kind of global flag to accept invalid cards, for testing
1962 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1964 my $payinfo = $self->payinfo;
1965 $payinfo =~ s/\D//g;
1966 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1967 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1969 $self->payinfo($payinfo);
1971 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1973 my $cardtype = $self->paycardtype;
1974 if ( $payinfo =~ /^99\d{14}$/ ) {
1975 $self->set('is_tokenized', 'Y'); #so we don't try to do it again
1976 if ( $self->paymask =~ /^\d+x/ ) {
1977 $cardtype = cardtype($self->paymask);
1979 #return "paycardtype required ".
1980 # "(can't derive from a token and no paymask w/prefix provided)"
1984 $cardtype = cardtype($self->payinfo);
1987 return gettext('unknown_card_type') if $cardtype eq 'Unknown';
1989 $self->set('paycardtype', $cardtype);
1991 unless ( $ignore_banned_card ) {
1992 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1994 if ( $ban->bantype eq 'warn' ) {
1995 #or others depending on value of $ban->reason ?
1996 return '_duplicate_card'.
1997 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1998 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1999 ' (ban# '. $ban->bannum. ')'
2000 unless $self->override_ban_warn;
2002 return 'Banned credit card: banned on '.
2003 time2str('%a %h %o at %r', $ban->_date).
2004 ' by '. $ban->otaker.
2005 ' (ban# '. $ban->bannum. ')';
2010 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
2011 if ( $cardtype eq 'American Express card' ) {
2012 $self->paycvv =~ /^(\d{4})$/
2013 or return "CVV2 (CID) for American Express cards is four digits.";
2016 $self->paycvv =~ /^(\d{3})$/
2017 or return "CVV2 (CVC2/CID) is three digits.";
2024 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2026 return "Start date or issue number is required for $cardtype cards"
2027 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2029 return "Start month must be between 1 and 12"
2030 if $self->paystart_month
2031 and $self->paystart_month < 1 || $self->paystart_month > 12;
2033 return "Start year must be 1990 or later"
2034 if $self->paystart_year
2035 and $self->paystart_year < 1990;
2037 return "Issue number must be beween 1 and 99"
2039 and $self->payissue < 1 || $self->payissue > 99;
2042 $self->paystart_month('');
2043 $self->paystart_year('');
2044 $self->payissue('');
2047 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2049 my $payinfo = $self->payinfo;
2050 $payinfo =~ s/[^\d\@\.]//g;
2051 if ( $conf->config('echeck-country') eq 'CA' ) {
2052 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2053 or return 'invalid echeck account@branch.bank';
2054 $payinfo = "$1\@$2.$3";
2055 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2056 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2057 $payinfo = "$1\@$2";
2059 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2060 $payinfo = "$1\@$2";
2062 $self->payinfo($payinfo);
2065 unless ( $ignore_banned_card ) {
2066 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2068 if ( $ban->bantype eq 'warn' ) {
2069 #or others depending on value of $ban->reason ?
2070 return '_duplicate_ach' unless $self->override_ban_warn;
2072 return 'Banned ACH account: banned on '.
2073 time2str('%a %h %o at %r', $ban->_date).
2074 ' by '. $ban->otaker.
2075 ' (ban# '. $ban->bannum. ')';
2080 } elsif ( $self->payby eq 'LECB' ) {
2082 my $payinfo = $self->payinfo;
2083 $payinfo =~ s/\D//g;
2084 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2086 $self->payinfo($payinfo);
2089 } elsif ( $self->payby eq 'BILL' ) {
2091 $error = $self->ut_textn('payinfo');
2092 return "Illegal P.O. number: ". $self->payinfo if $error;
2095 } elsif ( $self->payby eq 'COMP' ) {
2097 my $curuser = $FS::CurrentUser::CurrentUser;
2098 if ( ! $self->custnum
2099 && ! $curuser->access_right('Complimentary customer')
2102 return "You are not permitted to create complimentary accounts."
2105 $error = $self->ut_textn('payinfo');
2106 return "Illegal comp account issuer: ". $self->payinfo if $error;
2109 } elsif ( $self->payby eq 'PREPAY' ) {
2111 my $payinfo = $self->payinfo;
2112 $payinfo =~ s/\W//g; #anything else would just confuse things
2113 $self->payinfo($payinfo);
2114 $error = $self->ut_alpha('payinfo');
2115 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2116 return "Unknown prepayment identifier"
2117 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2120 } elsif ( $self->payby =~ /^CARD|DCRD$/ and $self->paymask ) {
2121 # either ignoring invalid cards, or we can't decrypt the payinfo, but
2122 # try to detect the card type anyway. this never returns failure, so
2123 # the contract of $ignore_invalid_cards is maintained.
2124 $self->set('paycardtype', cardtype($self->paymask));
2127 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2128 return "Expiration date required"
2129 # shouldn't payinfo_check do this?
2130 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2134 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2135 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2136 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2137 ( $m, $y ) = ( $2, "19$1" );
2138 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2139 ( $m, $y ) = ( $3, "20$2" );
2141 return "Illegal expiration date: ". $self->paydate;
2143 $m = sprintf('%02d',$m);
2144 $self->paydate("$y-$m-01");
2145 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2146 return gettext('expired_card')
2148 && !$ignore_expired_card
2149 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2151 if ( my $error = $self->ut_daten('paydate') ) {
2156 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2157 ( ! $conf->exists('require_cardname')
2158 || $self->payby !~ /^(CARD|DCRD)$/ )
2160 $self->payname( $self->first. " ". $self->getfield('last') );
2163 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2164 $self->payname =~ /^([\w \,\.\-\']*)$/
2165 or return gettext('illegal_name'). " payname: ". $self->payname;
2168 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2169 or return gettext('illegal_name'). " payname: ". $self->payname;
2175 return "Please select an invoicing locale"
2178 && $conf->exists('cust_main-require_locale');
2180 return "Please select a customer class"
2181 if ! $self->classnum
2182 && $conf->exists('cust_main-require_classnum');
2184 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2185 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2189 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2191 warn "$me check AFTER: \n". $self->_dump
2194 $self->SUPER::check;
2197 sub check_payinfo_cardtype {
2200 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2202 my $payinfo = $self->payinfo;
2203 $payinfo =~ s/\D//g;
2205 if ( $payinfo =~ /^99\d{14}$/ ) {
2209 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2210 my $cardtype = cardtype($payinfo);
2211 $self->set('paycardtype', $cardtype);
2213 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2221 Additional checks for replace only.
2226 my ($new,$old) = @_;
2227 #preserve old value if global config is set
2228 if ($old && $conf->exists('invoice-ship_address')) {
2229 $new->invoice_ship_address($old->invoice_ship_address);
2236 Returns a list of fields which have ship_ duplicates.
2241 qw( last first company
2243 address1 address2 city county state zip country
2245 daytime night fax mobile
2249 =item has_ship_address
2251 Returns true if this customer record has a separate shipping address.
2255 sub has_ship_address {
2257 $self->bill_locationnum != $self->ship_locationnum;
2262 Returns a list of key/value pairs, with the following keys: address1,
2263 adddress2, city, county, state, zip, country, district, and geocode. The
2264 shipping address is used if present.
2270 $self->ship_location->location_hash;
2275 Returns all locations (see L<FS::cust_location>) for this customer.
2281 qsearch('cust_location', { 'custnum' => $self->custnum,
2282 'prospectnum' => '' } );
2287 Returns all contacts (see L<FS::contact>) for this customer.
2291 #already used :/ sub contact {
2294 qsearch('contact', { 'custnum' => $self->custnum } );
2299 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2300 and L<FS::cust_pkg>) for this customer, except those on hold.
2302 Returns a list: an empty list on success or a list of errors.
2308 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs(@_);
2313 Unsuspends all suspended packages in the on-hold state (those without setup
2314 dates) for this customer.
2320 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2325 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2327 Returns a list: an empty list on success or a list of errors.
2332 my($self, %opt) = @_;
2334 my @pkgs = $self->unsuspended_pkgs;
2336 @pkgs = grep { ! $_->get('start_date') } @pkgs
2337 if $opt{skip_future_startdate};
2339 grep { $_->suspend(%opt) } @pkgs;
2342 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2344 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2345 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2346 of a list of pkgparts; the hashref has the following keys:
2350 =item pkgparts - listref of pkgparts
2352 =item (other options are passed to the suspend method)
2357 Returns a list: an empty list on success or a list of errors.
2361 sub suspend_if_pkgpart {
2363 my (@pkgparts, %opt);
2364 if (ref($_[0]) eq 'HASH'){
2365 @pkgparts = @{$_[0]{pkgparts}};
2370 grep { $_->suspend(%opt) }
2371 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2372 $self->unsuspended_pkgs;
2375 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2377 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2378 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2379 instead of a list of pkgparts; the hashref has the following keys:
2383 =item pkgparts - listref of pkgparts
2385 =item (other options are passed to the suspend method)
2389 Returns a list: an empty list on success or a list of errors.
2393 sub suspend_unless_pkgpart {
2395 my (@pkgparts, %opt);
2396 if (ref($_[0]) eq 'HASH'){
2397 @pkgparts = @{$_[0]{pkgparts}};
2402 grep { $_->suspend(%opt) }
2403 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2404 $self->unsuspended_pkgs;
2407 =item cancel [ OPTION => VALUE ... ]
2409 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2410 The cancellation time will be now.
2414 Always returns a list: an empty list on success or a list of errors.
2421 warn "$me cancel called on customer ". $self->custnum. " with options ".
2422 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2424 my @pkgs = $self->ncancelled_pkgs;
2426 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2429 =item cancel_pkgs OPTIONS
2431 Cancels a specified list of packages. OPTIONS can include:
2435 =item cust_pkg - an arrayref of the packages. Required.
2437 =item time - the cancellation time, used to calculate final bills and
2438 unused-time credits if any. Will be passed through to the bill() and
2439 FS::cust_pkg::cancel() methods.
2441 =item quiet - can be set true to supress email cancellation notices.
2443 =item reason - can be set to a cancellation reason (see L<FS::reason>), either a
2444 reasonnum of an existing reason, or passing a hashref will create a new reason.
2445 The hashref should have the following keys:
2446 typenum - Reason type (see L<FS::reason_type>)
2447 reason - Text of the new reason.
2449 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2450 for the individual packages, parallel to the C<cust_pkg> argument. The
2451 reason and reason_otaker arguments will be taken from those objects.
2453 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2455 =item nobill - can be set true to skip billing if it might otherwise be done.
2460 my( $self, %opt ) = @_;
2462 # we're going to cancel services, which is not reversible
2463 # but on 3.x, don't strictly enforce this
2464 warn "cancel_pkgs should not be run inside a transaction"
2465 if $FS::UID::AutoCommit == 0;
2467 local $FS::UID::AutoCommit = 0;
2469 return ( 'access denied' )
2470 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2472 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2474 #should try decryption (we might have the private key)
2475 # and if not maybe queue a job for the server that does?
2476 return ( "Can't (yet) ban encrypted credit cards" )
2477 if $self->is_encrypted($self->payinfo);
2479 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2480 my $error = $ban->insert;
2488 my @pkgs = @{ delete $opt{'cust_pkg'} };
2489 my $cancel_time = $opt{'time'} || time;
2491 # bill all packages first, so we don't lose usage, service counts for
2492 # bulk billing, etc.
2493 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2495 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2497 'time' => $cancel_time );
2499 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2501 return ( "Error billing during cancellation: $error" );
2507 # try to cancel each service, the same way we would for individual packages,
2508 # but in cancel weight order.
2509 my @cust_svc = map { $_->cust_svc } @pkgs;
2510 my @sorted_cust_svc =
2512 sort { $a->[1] <=> $b->[1] }
2513 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2515 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2518 foreach my $cust_svc (@sorted_cust_svc) {
2519 my $part_svc = $cust_svc->part_svc;
2520 next if ( defined($part_svc) and $part_svc->preserve );
2521 # immediate cancel, no date option
2522 # transactionize individually
2523 my $error = try { $cust_svc->cancel } catch { $_ };
2526 push @errors, $error;
2535 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2536 $self->custnum. "\n"
2540 if ($opt{'cust_pkg_reason'}) {
2541 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2547 my $cpr = shift @cprs;
2549 $lopt{'reason'} = $cpr->reasonnum;
2550 $lopt{'reason_otaker'} = $cpr->otaker;
2552 warn "no reason found when canceling package ".$_->pkgnum."\n";
2553 $lopt{'reason'} = '';
2556 my $error = $_->cancel(%lopt);
2559 push @errors, 'pkgnum '.$_->pkgnum.': '.$error;
2568 sub _banned_pay_hashref {
2579 'payby' => $payby2ban{$self->payby},
2580 'payinfo' => $self->payinfo,
2581 #don't ever *search* on reason! #'reason' =>
2585 sub _new_banned_pay_hashref {
2587 my $hr = $self->_banned_pay_hashref;
2588 $hr->{payinfo} = md5_base64($hr->{payinfo});
2594 Returns all notes (see L<FS::cust_main_note>) for this customer.
2599 my($self,$orderby_classnum) = (shift,shift);
2600 my $orderby = "sticky DESC, _date DESC";
2601 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2602 qsearch( 'cust_main_note',
2603 { 'custnum' => $self->custnum },
2605 "ORDER BY $orderby",
2611 Returns the agent (see L<FS::agent>) for this customer.
2617 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2622 Returns the agent name (see L<FS::agent>) for this customer.
2628 $self->agent->agent;
2633 Returns any tags associated with this customer, as FS::cust_tag objects,
2634 or an empty list if there are no tags.
2640 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2645 Returns any tags associated with this customer, as FS::part_tag objects,
2646 or an empty list if there are no tags.
2652 map $_->part_tag, $self->cust_tag;
2658 Returns the customer class, as an FS::cust_class object, or the empty string
2659 if there is no customer class.
2665 if ( $self->classnum ) {
2666 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2674 Returns the customer category name, or the empty string if there is no customer
2681 my $cust_class = $self->cust_class;
2683 ? $cust_class->categoryname
2689 Returns the customer class name, or the empty string if there is no customer
2696 my $cust_class = $self->cust_class;
2698 ? $cust_class->classname
2702 =item BILLING METHODS
2704 Documentation on billing methods has been moved to
2705 L<FS::cust_main::Billing>.
2707 =item REALTIME BILLING METHODS
2709 Documentation on realtime billing methods has been moved to
2710 L<FS::cust_main::Billing_Realtime>.
2714 Removes the I<paycvv> field from the database directly.
2716 If there is an error, returns the error, otherwise returns false.
2722 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2723 or return dbh->errstr;
2724 $sth->execute($self->custnum)
2725 or return $sth->errstr;
2730 =item batch_card OPTION => VALUE...
2732 Adds a payment for this invoice to the pending credit card batch (see
2733 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2734 runs the payment using a realtime gateway.
2736 Options may include:
2738 B<amount>: the amount to be paid; defaults to the customer's balance minus
2739 any payments in transit.
2741 B<payby>: the payment method; defaults to cust_main.payby
2743 B<realtime>: runs this as a realtime payment instead of adding it to a
2746 B<invnum>: sets cust_pay_batch.invnum.
2748 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2749 the billing address for the payment; defaults to the customer's billing
2752 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2753 date, and name; defaults to those fields in cust_main.
2758 my ($self, %options) = @_;
2761 if (exists($options{amount})) {
2762 $amount = $options{amount};
2764 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2767 warn(sprintf("Customer balance %.2f - in transit amount %.2f is <= 0.\n",
2769 $self->in_transit_payments
2774 my $invnum = delete $options{invnum};
2775 my $payby = $options{payby} || $self->payby; #still dubious
2777 if ($options{'realtime'}) {
2778 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2784 my $paycode = $options{paycode} || '';
2785 my $batch_type = "DEBIT";
2786 $batch_type = "CREDIT" if $paycode eq 'C';
2788 my $oldAutoCommit = $FS::UID::AutoCommit;
2789 local $FS::UID::AutoCommit = 0;
2792 #this needs to handle mysql as well as Pg, like svc_acct.pm
2793 #(make it into a common function if folks need to do batching with mysql)
2794 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2795 or return "Cannot lock pay_batch: " . $dbh->errstr;
2799 'payby' => FS::payby->payby2payment($payby),
2800 'type' => $batch_type,
2802 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2804 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2806 unless ( $pay_batch ) {
2807 $pay_batch = new FS::pay_batch \%pay_batch;
2808 my $error = $pay_batch->insert;
2810 $dbh->rollback if $oldAutoCommit;
2811 die "error creating new batch: $error\n";
2815 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2816 'batchnum' => $pay_batch->batchnum,
2817 'custnum' => $self->custnum,
2820 foreach (qw( address1 address2 city state zip country latitude longitude
2821 payby payinfo paydate payname paycode paytype ))
2823 $options{$_} = '' unless exists($options{$_});
2826 my $loc = $self->bill_location;
2828 my $cust_pay_batch = new FS::cust_pay_batch ( {
2829 'batchnum' => $pay_batch->batchnum,
2830 'invnum' => $invnum || 0, # is there a better value?
2831 # this field should be
2833 # cust_bill_pay_batch now
2834 'custnum' => $self->custnum,
2835 'last' => $self->getfield('last'),
2836 'first' => $self->getfield('first'),
2837 'address1' => $options{address1} || $loc->address1,
2838 'address2' => $options{address2} || $loc->address2,
2839 'city' => $options{city} || $loc->city,
2840 'state' => $options{state} || $loc->state,
2841 'zip' => $options{zip} || $loc->zip,
2842 'country' => $options{country} || $loc->country,
2843 'payby' => $options{payby} || $self->payby,
2844 'payinfo' => $options{payinfo} || $self->payinfo,
2845 'paymask' => ( $options{payinfo}
2846 ? FS::payinfo_Mixin->mask_payinfo( $options{payby},
2850 'exp' => $options{paydate} || $self->paydate,
2851 'payname' => $options{payname} || $self->payname,
2852 'amount' => $amount, # consolidating
2853 'paycode' => $options{paycode} || '',
2856 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2857 if $old_cust_pay_batch;
2860 if ($old_cust_pay_batch) {
2861 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2863 $error = $cust_pay_batch->insert;
2867 $dbh->rollback if $oldAutoCommit;
2871 if ($options{'processing-fee'} > 0) {
2873 my $processing_fee_text = 'Payment Processing Fee';
2875 unless ( $invnum ) { # probably from a payment screen
2876 # do we have any open invoices? pick earliest
2877 # uses the fact that cust_main->cust_bill sorts by date ascending
2878 my @open = $self->open_cust_bill;
2879 $invnum = $open[0]->invnum if scalar(@open);
2882 unless ( $invnum ) { # still nothing? pick last closed invoice
2883 # again uses fact that cust_main->cust_bill sorts by date ascending
2884 my @closed = $self->cust_bill;
2885 $invnum = $closed[$#closed]->invnum if scalar(@closed);
2888 unless ( $invnum ) {
2889 # XXX: unlikely case - pre-paying before any invoices generated
2890 # what it should do is create a new invoice and pick it
2891 warn '\PROCESS FEE AND NO INVOICES PICKED TO APPLY IT!';
2895 my $pf_change_error = $self->charge({
2896 'amount' => $options{'processing-fee'},
2897 'pkg' => $processing_fee_text,
2899 'cust_pkg_ref' => \$pf_cust_pkg,
2902 if($pf_change_error) {
2903 warn 'Unable to add payment processing fee';
2907 $pf_cust_pkg->setup(time);
2908 my $pf_error = $pf_cust_pkg->replace;
2910 warn 'Unable to set setup time on cust_pkg for processing fee';
2914 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $invnum });
2915 unless ( $cust_bill ) {
2916 warn "race condition + invoice deletion just happened";
2920 my $grand_pf_error =
2921 $cust_bill->add_cc_surcharge($pf_cust_pkg->pkgnum,$options{'processing-fee'});
2923 warn "cannot add Processing fee to invoice #$invnum: $grand_pf_error"
2927 my $unapplied = $self->total_unapplied_credits
2928 + $self->total_unapplied_payments
2929 + $self->in_transit_payments;
2930 foreach my $cust_bill ($self->open_cust_bill) {
2931 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2932 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2933 'invnum' => $cust_bill->invnum,
2934 'paybatchnum' => $cust_pay_batch->paybatchnum,
2935 'amount' => $cust_bill->owed,
2938 if ($unapplied >= $cust_bill_pay_batch->amount){
2939 $unapplied -= $cust_bill_pay_batch->amount;
2942 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2943 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2945 $error = $cust_bill_pay_batch->insert;
2947 $dbh->rollback if $oldAutoCommit;
2952 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2958 Returns the total owed for this customer on all invoices
2959 (see L<FS::cust_bill/owed>).
2965 $self->total_owed_date(2145859200); #12/31/2037
2968 =item total_owed_date TIME
2970 Returns the total owed for this customer on all invoices with date earlier than
2971 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2972 see L<Time::Local> and L<Date::Parse> for conversion functions.
2976 sub total_owed_date {
2980 my $custnum = $self->custnum;
2982 my $owed_sql = FS::cust_bill->owed_sql;
2985 SELECT SUM($owed_sql) FROM cust_bill
2986 WHERE custnum = $custnum
2990 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2994 =item total_owed_pkgnum PKGNUM
2996 Returns the total owed on all invoices for this customer's specific package
2997 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
3001 sub total_owed_pkgnum {
3002 my( $self, $pkgnum ) = @_;
3003 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
3006 =item total_owed_date_pkgnum TIME PKGNUM
3008 Returns the total owed for this customer's specific package when using
3009 experimental package balances on all invoices with date earlier than
3010 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3011 see L<Time::Local> and L<Date::Parse> for conversion functions.
3015 sub total_owed_date_pkgnum {
3016 my( $self, $time, $pkgnum ) = @_;
3019 foreach my $cust_bill (
3020 grep { $_->_date <= $time }
3021 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3023 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
3025 sprintf( "%.2f", $total_bill );
3031 Returns the total amount of all payments.
3038 $total += $_->paid foreach $self->cust_pay;
3039 sprintf( "%.2f", $total );
3042 =item total_unapplied_credits
3044 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3045 customer. See L<FS::cust_credit/credited>.
3047 =item total_credited
3049 Old name for total_unapplied_credits. Don't use.
3053 sub total_credited {
3054 #carp "total_credited deprecated, use total_unapplied_credits";
3055 shift->total_unapplied_credits(@_);
3058 sub total_unapplied_credits {
3061 my $custnum = $self->custnum;
3063 my $unapplied_sql = FS::cust_credit->unapplied_sql;
3066 SELECT SUM($unapplied_sql) FROM cust_credit
3067 WHERE custnum = $custnum
3070 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3074 =item total_unapplied_credits_pkgnum PKGNUM
3076 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3077 customer. See L<FS::cust_credit/credited>.
3081 sub total_unapplied_credits_pkgnum {
3082 my( $self, $pkgnum ) = @_;
3083 my $total_credit = 0;
3084 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
3085 sprintf( "%.2f", $total_credit );
3089 =item total_unapplied_payments
3091 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3092 See L<FS::cust_pay/unapplied>.
3096 sub total_unapplied_payments {
3099 my $custnum = $self->custnum;
3101 my $unapplied_sql = FS::cust_pay->unapplied_sql;
3104 SELECT SUM($unapplied_sql) FROM cust_pay
3105 WHERE custnum = $custnum
3108 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3112 =item total_unapplied_payments_pkgnum PKGNUM
3114 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
3115 specific package when using experimental package balances. See
3116 L<FS::cust_pay/unapplied>.
3120 sub total_unapplied_payments_pkgnum {
3121 my( $self, $pkgnum ) = @_;
3122 my $total_unapplied = 0;
3123 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
3124 sprintf( "%.2f", $total_unapplied );
3128 =item total_unapplied_refunds
3130 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3131 customer. See L<FS::cust_refund/unapplied>.
3135 sub total_unapplied_refunds {
3137 my $custnum = $self->custnum;
3139 my $unapplied_sql = FS::cust_refund->unapplied_sql;
3142 SELECT SUM($unapplied_sql) FROM cust_refund
3143 WHERE custnum = $custnum
3146 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3152 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3153 total_unapplied_credits minus total_unapplied_payments).
3159 $self->balance_date_range;
3162 =item balance_date TIME
3164 Returns the balance for this customer, only considering invoices with date
3165 earlier than TIME (total_owed_date minus total_credited minus
3166 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3167 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3174 $self->balance_date_range(shift);
3177 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
3179 Returns the balance for this customer, optionally considering invoices with
3180 date earlier than START_TIME, and not later than END_TIME
3181 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
3183 Times are specified as SQL fragments or numeric
3184 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
3185 L<Date::Parse> for conversion functions. The empty string can be passed
3186 to disable that time constraint completely.
3188 Accepts the same options as L</balance_date_sql>:
3192 =item unapplied_date
3194 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)
3198 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
3199 time will be ignored. Note that START_TIME and END_TIME only limit the date
3200 range for invoices and I<unapplied> payments, credits, and refunds.
3206 sub balance_date_range {
3208 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
3209 ') FROM cust_main WHERE custnum='. $self->custnum;
3210 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
3213 =item balance_pkgnum PKGNUM
3215 Returns the balance for this customer's specific package when using
3216 experimental package balances (total_owed plus total_unrefunded, minus
3217 total_unapplied_credits minus total_unapplied_payments)
3221 sub balance_pkgnum {
3222 my( $self, $pkgnum ) = @_;
3225 $self->total_owed_pkgnum($pkgnum)
3226 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
3227 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
3228 - $self->total_unapplied_credits_pkgnum($pkgnum)
3229 - $self->total_unapplied_payments_pkgnum($pkgnum)
3233 =item in_transit_payments
3235 Returns the total of requests for payments for this customer pending in
3236 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3240 sub in_transit_payments {
3242 my $in_transit_payments = 0;
3243 foreach my $pay_batch ( qsearch('pay_batch', {
3246 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3247 'batchnum' => $pay_batch->batchnum,
3248 'custnum' => $self->custnum,
3251 $in_transit_payments += $cust_pay_batch->amount;
3254 sprintf( "%.2f", $in_transit_payments );
3259 Returns a hash of useful information for making a payment.
3269 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3270 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3271 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3275 For credit card transactions:
3287 For electronic check transactions:
3302 $return{balance} = $self->balance;
3304 $return{payname} = $self->payname
3305 || ( $self->first. ' '. $self->get('last') );
3307 $return{$_} = $self->bill_location->$_
3308 for qw(address1 address2 city state zip);
3310 $return{payby} = $self->payby;
3311 $return{stateid_state} = $self->stateid_state;
3313 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3314 $return{card_type} = cardtype($self->payinfo);
3315 $return{payinfo} = $self->paymask;
3317 @return{'month', 'year'} = $self->paydate_monthyear;
3321 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3322 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3323 $return{payinfo1} = $payinfo1;
3324 $return{payinfo2} = $payinfo2;
3325 $return{paytype} = $self->paytype;
3326 $return{paystate} = $self->paystate;
3330 #doubleclick protection
3332 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3338 =item paydate_monthyear
3340 Returns a two-element list consisting of the month and year of this customer's
3341 paydate (credit card expiration date for CARD customers)
3345 sub paydate_monthyear {
3347 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3349 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3358 Returns the exact time in seconds corresponding to the payment method
3359 expiration date. For CARD/DCRD customers this is the end of the month;
3360 for others (COMP is the only other payby that uses paydate) it's the start.
3361 Returns 0 if the paydate is empty or set to the far future.
3367 my ($month, $year) = $self->paydate_monthyear;
3368 return 0 if !$year or $year >= 2037;
3369 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3371 if ( $month == 13 ) {
3375 return timelocal(0,0,0,1,$month-1,$year) - 1;
3378 return timelocal(0,0,0,1,$month-1,$year);
3382 =item paydate_epoch_sql
3384 Class method. Returns an SQL expression to obtain the payment expiration date
3385 as a number of seconds.
3389 # Special expiration date behavior for non-CARD/DCRD customers has been
3390 # carefully preserved. Do we really use that?
3391 sub paydate_epoch_sql {
3393 my $table = shift || 'cust_main';
3394 my ($case1, $case2);
3395 if ( driver_name eq 'Pg' ) {
3396 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3397 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3399 elsif ( lc(driver_name) eq 'mysql' ) {
3400 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3401 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3404 return "CASE WHEN $table.payby IN('CARD','DCRD')
3410 =item tax_exemption TAXNAME
3415 my( $self, $taxname ) = @_;
3417 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3418 'taxname' => $taxname,
3423 =item cust_main_exemption
3427 sub cust_main_exemption {
3429 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3432 =item invoicing_list [ ARRAYREF ]
3434 If an arguement is given, sets these email addresses as invoice recipients
3435 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3436 (except as warnings), so use check_invoicing_list first.
3438 Returns a list of email addresses (with svcnum entries expanded).
3440 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3441 check it without disturbing anything by passing nothing.
3443 This interface may change in the future.
3447 sub invoicing_list {
3448 my( $self, $arrayref ) = @_;
3451 my @cust_main_invoice;
3452 if ( $self->custnum ) {
3453 @cust_main_invoice =
3454 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3456 @cust_main_invoice = ();
3458 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3459 #warn $cust_main_invoice->destnum;
3460 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3461 #warn $cust_main_invoice->destnum;
3462 my $error = $cust_main_invoice->delete;
3463 warn $error if $error;
3466 if ( $self->custnum ) {
3467 @cust_main_invoice =
3468 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3470 @cust_main_invoice = ();
3472 my %seen = map { $_->address => 1 } @cust_main_invoice;
3473 foreach my $address ( @{$arrayref} ) {
3474 next if exists $seen{$address} && $seen{$address};
3475 $seen{$address} = 1;
3476 my $cust_main_invoice = new FS::cust_main_invoice ( {
3477 'custnum' => $self->custnum,
3480 my $error = $cust_main_invoice->insert;
3481 warn $error if $error;
3485 if ( $self->custnum ) {
3487 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3494 =item check_invoicing_list ARRAYREF
3496 Checks these arguements as valid input for the invoicing_list method. If there
3497 is an error, returns the error, otherwise returns false.
3501 sub check_invoicing_list {
3502 my( $self, $arrayref ) = @_;
3504 foreach my $address ( @$arrayref ) {
3506 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3507 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3510 my $cust_main_invoice = new FS::cust_main_invoice ( {
3511 'custnum' => $self->custnum,
3514 my $error = $self->custnum
3515 ? $cust_main_invoice->check
3516 : $cust_main_invoice->checkdest
3518 return $error if $error;
3522 return "Email address required"
3523 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3524 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3529 =item set_default_invoicing_list
3531 Sets the invoicing list to all accounts associated with this customer,
3532 overwriting any previous invoicing list.
3536 sub set_default_invoicing_list {
3538 $self->invoicing_list($self->all_emails);
3543 Returns the email addresses of all accounts provisioned for this customer.
3550 foreach my $cust_pkg ( $self->all_pkgs ) {
3551 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3553 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3554 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3556 $list{$_}=1 foreach map { $_->email } @svc_acct;
3561 =item invoicing_list_addpost
3563 Adds postal invoicing to this customer. If this customer is already configured
3564 to receive postal invoices, does nothing.
3568 sub invoicing_list_addpost {
3570 return if grep { $_ eq 'POST' } $self->invoicing_list;
3571 my @invoicing_list = $self->invoicing_list;
3572 push @invoicing_list, 'POST';
3573 $self->invoicing_list(\@invoicing_list);
3576 =item invoicing_list_emailonly
3578 Returns the list of email invoice recipients (invoicing_list without non-email
3579 destinations such as POST and FAX).
3583 sub invoicing_list_emailonly {
3585 warn "$me invoicing_list_emailonly called"
3587 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3590 =item invoicing_list_emailonly_scalar
3592 Returns the list of email invoice recipients (invoicing_list without non-email
3593 destinations such as POST and FAX) as a comma-separated scalar.
3597 sub invoicing_list_emailonly_scalar {
3599 warn "$me invoicing_list_emailonly_scalar called"
3601 join(', ', $self->invoicing_list_emailonly);
3604 =item contact_list [ CLASSNUM, ... ]
3606 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3607 a list of contact classnums is given, returns only contacts in those
3608 classes. If '0' is given, also returns contacts with no class.
3610 If no arguments are given, returns all contacts for the customer.
3618 select => 'contact.*',
3619 extra_sql => ' WHERE contact.custnum = '.$self->custnum,
3626 push @orwhere, 'contact.classnum is null';
3627 } elsif ( /^\d+$/ ) {
3628 push @classnums, $_;
3630 die "bad classnum argument '$_'";
3635 push @orwhere, 'contact.classnum IN ('.join(',', @classnums).')';
3638 $search->{extra_sql} .= ' AND (' .
3639 join(' OR ', map "( $_ )", @orwhere) .
3646 =item contact_list_email [ CLASSNUM, ... ]
3648 Same as L</contact_list>, but returns email destinations instead of contact
3649 objects. Also accepts 'invoice' as an argument, in which case this will also
3650 return the invoice email address if any.
3654 sub contact_list_email {
3662 push @classnums, $_;
3666 # if the only argument passed was 'invoice' then no classnums are
3667 # intended, so skip this.
3669 my @contacts = $self->contact_list(@classnums);
3670 foreach my $contact (@contacts) {
3671 foreach my $contact_email ($contact->contact_email) {
3672 # unlike on 4.x, we have a separate list of invoice email
3674 # make sure they're not redundant with contact emails
3675 $emails{ $contact_email->emailaddress } =
3676 Email::Address->new( $contact->firstlast,
3677 $contact_email->emailaddress
3682 if ( $and_invoice ) {
3683 foreach my $email ($self->invoicing_list_emailonly) {
3684 $emails{ $email } ||=
3685 Email::Address->new( $self->name_short, $email )->format;
3691 =item contact_list_name_phones
3693 Returns a list of contact phone numbers.
3694 { phonetypenum => '1', phonenum => 'xxxxxxxxxx', first => 'firstname', last => 'lastname', countrycode => '1' }
3698 sub contact_list_name_phones {
3700 my $phone_type = shift;
3702 warn "$me contact_list_phones" if $DEBUG;
3704 return () if !$self->custnum; # not yet inserted
3708 select => 'phonetypenum, phonenum, first, last, countrycode',
3709 addl_from => ' JOIN contact_phone USING (contactnum)',
3710 hashref => { 'custnum' => $self->custnum, 'phonetypenum' => $phone_type, },
3711 order_by => 'ORDER BY contactnum DESC',
3716 =item referral_custnum_cust_main
3718 Returns the customer who referred this customer (or the empty string, if
3719 this customer was not referred).
3721 Note the difference with referral_cust_main method: This method,
3722 referral_custnum_cust_main returns the single customer (if any) who referred
3723 this customer, while referral_cust_main returns an array of customers referred
3728 sub referral_custnum_cust_main {
3730 return '' unless $self->referral_custnum;
3731 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3734 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3736 Returns an array of customers referred by this customer (referral_custnum set
3737 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3738 customers referred by customers referred by this customer and so on, inclusive.
3739 The default behavior is DEPTH 1 (no recursion).
3741 Note the difference with referral_custnum_cust_main method: This method,
3742 referral_cust_main, returns an array of customers referred BY this customer,
3743 while referral_custnum_cust_main returns the single customer (if any) who
3744 referred this customer.
3748 sub referral_cust_main {
3750 my $depth = @_ ? shift : 1;
3751 my $exclude = @_ ? shift : {};
3754 map { $exclude->{$_->custnum}++; $_; }
3755 grep { ! $exclude->{ $_->custnum } }
3756 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3760 map { $_->referral_cust_main($depth-1, $exclude) }
3767 =item referral_cust_main_ncancelled
3769 Same as referral_cust_main, except only returns customers with uncancelled
3774 sub referral_cust_main_ncancelled {
3776 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3779 =item referral_cust_pkg [ DEPTH ]
3781 Like referral_cust_main, except returns a flat list of all unsuspended (and
3782 uncancelled) packages for each customer. The number of items in this list may
3783 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3787 sub referral_cust_pkg {
3789 my $depth = @_ ? shift : 1;
3791 map { $_->unsuspended_pkgs }
3792 grep { $_->unsuspended_pkgs }
3793 $self->referral_cust_main($depth);
3796 =item referring_cust_main
3798 Returns the single cust_main record for the customer who referred this customer
3799 (referral_custnum), or false.
3803 sub referring_cust_main {
3805 return '' unless $self->referral_custnum;
3806 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3809 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3811 Applies a credit to this customer. If there is an error, returns the error,
3812 otherwise returns false.
3814 REASON can be a text string, an FS::reason object, or a scalar reference to
3815 a reasonnum. If a text string, it will be automatically inserted as a new
3816 reason, and a 'reason_type' option must be passed to indicate the
3817 FS::reason_type for the new reason.
3819 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3820 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3821 I<commission_pkgnum>.
3823 Any other options are passed to FS::cust_credit::insert.
3828 my( $self, $amount, $reason, %options ) = @_;
3830 my $cust_credit = new FS::cust_credit {
3831 'custnum' => $self->custnum,
3832 'amount' => $amount,
3835 if ( ref($reason) ) {
3837 if ( ref($reason) eq 'SCALAR' ) {
3838 $cust_credit->reasonnum( $$reason );
3840 $cust_credit->reasonnum( $reason->reasonnum );
3844 $cust_credit->set('reason', $reason)
3847 $cust_credit->$_( delete $options{$_} )
3848 foreach grep exists($options{$_}),
3849 qw( addlinfo eventnum ),
3850 map "commission_$_", qw( agentnum salesnum pkgnum );
3852 $cust_credit->insert(%options);
3856 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3858 Creates a one-time charge for this customer. If there is an error, returns
3859 the error, otherwise returns false.
3861 New-style, with a hashref of options:
3863 my $error = $cust_main->charge(
3867 'start_date' => str2time('7/4/2009'),
3868 'pkg' => 'Description',
3869 'comment' => 'Comment',
3870 'additional' => [], #extra invoice detail
3871 'classnum' => 1, #pkg_class
3873 'setuptax' => '', # or 'Y' for tax exempt
3875 'locationnum'=> 1234, # optional
3878 'taxclass' => 'Tax class',
3881 'taxproduct' => 2, #part_pkg_taxproduct
3882 'override' => {}, #XXX describe
3884 #will be filled in with the new object
3885 'cust_pkg_ref' => \$cust_pkg,
3887 #generate an invoice immediately
3889 'invoice_terms' => '', #with these terms
3895 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3899 #super false laziness w/quotation::charge
3902 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3903 my ( $pkg, $comment, $additional );
3904 my ( $setuptax, $taxclass ); #internal taxes
3905 my ( $taxproduct, $override ); #vendor (CCH) taxes
3907 my $separate_bill = '';
3908 my $cust_pkg_ref = '';
3909 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3911 if ( ref( $_[0] ) ) {
3912 $amount = $_[0]->{amount};
3913 $setup_cost = $_[0]->{setup_cost};
3914 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3915 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3916 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3917 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3918 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3919 : '$'. sprintf("%.2f",$amount);
3920 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3921 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3922 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3923 $additional = $_[0]->{additional} || [];
3924 $taxproduct = $_[0]->{taxproductnum};
3925 $override = { '' => $_[0]->{tax_override} };
3926 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3927 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3928 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3929 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3930 $separate_bill = $_[0]->{separate_bill} || '';
3936 $pkg = @_ ? shift : 'One-time charge';
3937 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3939 $taxclass = @_ ? shift : '';
3943 local $SIG{HUP} = 'IGNORE';
3944 local $SIG{INT} = 'IGNORE';
3945 local $SIG{QUIT} = 'IGNORE';
3946 local $SIG{TERM} = 'IGNORE';
3947 local $SIG{TSTP} = 'IGNORE';
3948 local $SIG{PIPE} = 'IGNORE';
3950 my $oldAutoCommit = $FS::UID::AutoCommit;
3951 local $FS::UID::AutoCommit = 0;
3954 my $part_pkg = new FS::part_pkg ( {
3956 'comment' => $comment,
3960 'classnum' => ( $classnum ? $classnum : '' ),
3961 'setuptax' => $setuptax,
3962 'taxclass' => $taxclass,
3963 'taxproductnum' => $taxproduct,
3964 'setup_cost' => $setup_cost,
3967 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3968 ( 0 .. @$additional - 1 )
3970 'additional_count' => scalar(@$additional),
3971 'setup_fee' => $amount,
3974 my $error = $part_pkg->insert( options => \%options,
3975 tax_overrides => $override,
3978 $dbh->rollback if $oldAutoCommit;
3982 my $pkgpart = $part_pkg->pkgpart;
3983 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3984 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3985 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3986 $error = $type_pkgs->insert;
3988 $dbh->rollback if $oldAutoCommit;
3993 my $cust_pkg = new FS::cust_pkg ( {
3994 'custnum' => $self->custnum,
3995 'pkgpart' => $pkgpart,
3996 'quantity' => $quantity,
3997 'start_date' => $start_date,
3998 'no_auto' => $no_auto,
3999 'separate_bill' => $separate_bill,
4000 'locationnum'=> $locationnum,
4003 $error = $cust_pkg->insert;
4005 $dbh->rollback if $oldAutoCommit;
4007 } elsif ( $cust_pkg_ref ) {
4008 ${$cust_pkg_ref} = $cust_pkg;
4012 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
4013 'pkg_list' => [ $cust_pkg ],
4016 $dbh->rollback if $oldAutoCommit;
4021 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4026 #=item charge_postal_fee
4028 #Applies a one time charge this customer. If there is an error,
4029 #returns the error, returns the cust_pkg charge object or false
4030 #if there was no charge.
4034 # This should be a customer event. For that to work requires that bill
4035 # also be a customer event.
4037 sub charge_postal_fee {
4040 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
4041 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4043 my $cust_pkg = new FS::cust_pkg ( {
4044 'custnum' => $self->custnum,
4045 'pkgpart' => $pkgpart,
4049 my $error = $cust_pkg->insert;
4050 $error ? $error : $cust_pkg;
4053 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4055 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4057 Optionally, a list or hashref of additional arguments to the qsearch call can
4064 my $opt = ref($_[0]) ? shift : { @_ };
4066 #return $self->num_cust_bill unless wantarray || keys %$opt;
4068 $opt->{'table'} = 'cust_bill';
4069 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4070 $opt->{'hashref'}{'custnum'} = $self->custnum;
4071 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
4073 map { $_ } #behavior of sort undefined in scalar context
4074 sort { $a->_date <=> $b->_date }
4078 =item open_cust_bill
4080 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4085 sub open_cust_bill {
4089 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
4095 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4097 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
4101 sub legacy_cust_bill {
4104 #return $self->num_legacy_cust_bill unless wantarray;
4106 map { $_ } #behavior of sort undefined in scalar context
4107 sort { $a->_date <=> $b->_date }
4108 qsearch({ 'table' => 'legacy_cust_bill',
4109 'hashref' => { 'custnum' => $self->custnum, },
4110 'order_by' => 'ORDER BY _date ASC',
4114 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4116 Returns all the statements (see L<FS::cust_statement>) for this customer.
4118 Optionally, a list or hashref of additional arguments to the qsearch call can
4123 =item cust_bill_void
4125 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
4129 sub cust_bill_void {
4132 map { $_ } #return $self->num_cust_bill_void unless wantarray;
4133 sort { $a->_date <=> $b->_date }
4134 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
4137 sub cust_statement {
4139 my $opt = ref($_[0]) ? shift : { @_ };
4141 #return $self->num_cust_statement unless wantarray || keys %$opt;
4143 $opt->{'table'} = 'cust_statement';
4144 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4145 $opt->{'hashref'}{'custnum'} = $self->custnum;
4146 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
4148 map { $_ } #behavior of sort undefined in scalar context
4149 sort { $a->_date <=> $b->_date }
4153 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
4155 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
4157 Optionally, a list or hashref of additional arguments to the qsearch call can
4158 be passed following the SVCDB.
4165 if ( ! $svcdb =~ /^svc_\w+$/ ) {
4166 warn "$me svc_x requires a svcdb";
4169 my $opt = ref($_[0]) ? shift : { @_ };
4171 $opt->{'table'} = $svcdb;
4172 $opt->{'addl_from'} =
4173 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
4174 ($opt->{'addl_from'} || '');
4176 my $custnum = $self->custnum;
4177 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
4178 my $where = "cust_pkg.custnum = $custnum";
4180 my $extra_sql = $opt->{'extra_sql'} || '';
4181 if ( keys %{ $opt->{'hashref'} } ) {
4182 $extra_sql = " AND $where $extra_sql";
4185 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
4186 $extra_sql = "WHERE $where AND $1";
4189 $extra_sql = "WHERE $where $extra_sql";
4192 $opt->{'extra_sql'} = $extra_sql;
4197 # required for use as an eventtable;
4200 $self->svc_x('svc_acct', @_);
4205 Returns all the credits (see L<FS::cust_credit>) for this customer.
4211 map { $_ } #return $self->num_cust_credit unless wantarray;
4212 sort { $a->_date <=> $b->_date }
4213 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4216 =item cust_credit_pkgnum
4218 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
4219 package when using experimental package balances.
4223 sub cust_credit_pkgnum {
4224 my( $self, $pkgnum ) = @_;
4225 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
4226 sort { $a->_date <=> $b->_date }
4227 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
4228 'pkgnum' => $pkgnum,
4233 =item cust_credit_void
4235 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
4239 sub cust_credit_void {
4242 sort { $a->_date <=> $b->_date }
4243 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
4248 Returns all the payments (see L<FS::cust_pay>) for this customer.
4254 my $opt = ref($_[0]) ? shift : { @_ };
4256 return $self->num_cust_pay unless wantarray || keys %$opt;
4258 $opt->{'table'} = 'cust_pay';
4259 $opt->{'hashref'}{'custnum'} = $self->custnum;
4261 map { $_ } #behavior of sort undefined in scalar context
4262 sort { $a->_date <=> $b->_date }
4269 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
4270 called automatically when the cust_pay method is used in a scalar context.
4276 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
4277 my $sth = dbh->prepare($sql) or die dbh->errstr;
4278 $sth->execute($self->custnum) or die $sth->errstr;
4279 $sth->fetchrow_arrayref->[0];
4282 =item unapplied_cust_pay
4284 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
4288 sub unapplied_cust_pay {
4292 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
4298 =item cust_pay_pkgnum
4300 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
4301 package when using experimental package balances.
4305 sub cust_pay_pkgnum {
4306 my( $self, $pkgnum ) = @_;
4307 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
4308 sort { $a->_date <=> $b->_date }
4309 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
4310 'pkgnum' => $pkgnum,
4317 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4323 map { $_ } #return $self->num_cust_pay_void unless wantarray;
4324 sort { $a->_date <=> $b->_date }
4325 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4328 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4330 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
4332 Optionally, a list or hashref of additional arguments to the qsearch call can
4337 sub cust_pay_batch {
4339 my $opt = ref($_[0]) ? shift : { @_ };
4341 #return $self->num_cust_statement unless wantarray || keys %$opt;
4343 $opt->{'table'} = 'cust_pay_batch';
4344 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4345 $opt->{'hashref'}{'custnum'} = $self->custnum;
4346 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
4348 map { $_ } #behavior of sort undefined in scalar context
4349 sort { $a->paybatchnum <=> $b->paybatchnum }
4353 =item cust_pay_pending
4355 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
4356 (without status "done").
4360 sub cust_pay_pending {
4362 return $self->num_cust_pay_pending unless wantarray;
4363 sort { $a->_date <=> $b->_date }
4364 qsearch( 'cust_pay_pending', {
4365 'custnum' => $self->custnum,
4366 'status' => { op=>'!=', value=>'done' },
4371 =item cust_pay_pending_attempt
4373 Returns all payment attempts / declined payments for this customer, as pending
4374 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
4375 a corresponding payment (see L<FS::cust_pay>).
4379 sub cust_pay_pending_attempt {
4381 return $self->num_cust_pay_pending_attempt unless wantarray;
4382 sort { $a->_date <=> $b->_date }
4383 qsearch( 'cust_pay_pending', {
4384 'custnum' => $self->custnum,
4391 =item num_cust_pay_pending
4393 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4394 customer (without status "done"). Also called automatically when the
4395 cust_pay_pending method is used in a scalar context.
4399 sub num_cust_pay_pending {
4402 " SELECT COUNT(*) FROM cust_pay_pending ".
4403 " WHERE custnum = ? AND status != 'done' ",
4408 =item num_cust_pay_pending_attempt
4410 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4411 customer, with status "done" but without a corresp. Also called automatically when the
4412 cust_pay_pending method is used in a scalar context.
4416 sub num_cust_pay_pending_attempt {
4419 " SELECT COUNT(*) FROM cust_pay_pending ".
4420 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4427 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4433 map { $_ } #return $self->num_cust_refund unless wantarray;
4434 sort { $a->_date <=> $b->_date }
4435 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4438 =item display_custnum
4440 Returns the displayed customer number for this customer: agent_custid if
4441 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4445 sub display_custnum {
4448 return $self->agent_custid
4449 if $default_agent_custid && $self->agent_custid;
4451 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4455 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4456 } elsif ( $custnum_display_length ) {
4457 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4459 return $self->custnum;
4465 Returns a name string for this customer, either "Company (Last, First)" or
4472 my $name = $self->contact;
4473 $name = $self->company. " ($name)" if $self->company;
4477 =item service_contact
4479 Returns the L<FS::contact> object for this customer that has the 'Service'
4480 contact class, or undef if there is no such contact. Deprecated; don't use
4485 sub service_contact {
4487 if ( !exists($self->{service_contact}) ) {
4488 my $classnum = $self->scalar_sql(
4489 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4490 ) || 0; #if it's zero, qsearchs will return nothing
4491 $self->{service_contact} = qsearchs('contact', {
4492 'classnum' => $classnum, 'custnum' => $self->custnum
4495 $self->{service_contact};
4500 Returns a name string for this (service/shipping) contact, either
4501 "Company (Last, First)" or "Last, First".
4508 my $name = $self->ship_contact;
4509 $name = $self->company. " ($name)" if $self->company;
4515 Returns a name string for this customer, either "Company" or "First Last".
4521 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4524 =item ship_name_short
4526 Returns a name string for this (service/shipping) contact, either "Company"
4531 sub ship_name_short {
4533 $self->service_contact
4534 ? $self->ship_contact_firstlast
4540 Returns this customer's full (billing) contact name only, "Last, First"
4546 $self->get('last'). ', '. $self->first;
4551 Returns this customer's full (shipping) contact name only, "Last, First"
4557 my $contact = $self->service_contact || $self;
4558 $contact->get('last') . ', ' . $contact->get('first');
4561 =item contact_firstlast
4563 Returns this customers full (billing) contact name only, "First Last".
4567 sub contact_firstlast {
4569 $self->first. ' '. $self->get('last');
4572 =item ship_contact_firstlast
4574 Returns this customer's full (shipping) contact name only, "First Last".
4578 sub ship_contact_firstlast {
4580 my $contact = $self->service_contact || $self;
4581 $contact->get('first') . ' '. $contact->get('last');
4584 sub bill_country_full {
4586 $self->bill_location->country_full;
4589 sub ship_country_full {
4591 $self->ship_location->country_full;
4594 =item county_state_county [ PREFIX ]
4596 Returns a string consisting of just the county, state and country.
4600 sub county_state_country {
4603 if ( @_ && $_[0] && $self->has_ship_address ) {
4604 $locationnum = $self->ship_locationnum;
4606 $locationnum = $self->bill_locationnum;
4608 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4609 $cust_location->county_state_country;
4612 =item geocode DATA_VENDOR
4614 Returns a value for the customer location as encoded by DATA_VENDOR.
4615 Currently this only makes sense for "CCH" as DATA_VENDOR.
4623 Returns a status string for this customer, currently:
4627 =item prospect - No packages have ever been ordered
4629 =item ordered - Recurring packages all are new (not yet billed).
4631 =item active - One or more recurring packages is active
4633 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4635 =item suspended - All non-cancelled recurring packages are suspended
4637 =item cancelled - All recurring packages are cancelled
4641 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4642 cust_main-status_module configuration option.
4646 sub status { shift->cust_status(@_); }
4650 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4651 for my $status ( FS::cust_main->statuses() ) {
4652 my $method = $status.'_sql';
4653 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4654 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4655 $sth->execute( ($self->custnum) x $numnum )
4656 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4657 if ( $sth->fetchrow_arrayref->[0] ) {
4658 $self->hashref->{cust_status} = $status;
4664 =item is_status_delay_cancel
4666 Returns true if customer status is 'suspended'
4667 and all suspended cust_pkg return true for
4668 cust_pkg->is_status_delay_cancel.
4670 This is not a real status, this only meant for hacking display
4671 values, because otherwise treating the customer as suspended is
4672 really the whole point of the delay_cancel option.
4676 sub is_status_delay_cancel {
4678 return 0 unless $self->status eq 'suspended';
4679 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4680 return 0 unless $cust_pkg->is_status_delay_cancel;
4685 =item ucfirst_cust_status
4687 =item ucfirst_status
4689 Returns the status with the first character capitalized.
4693 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4695 sub ucfirst_cust_status {
4697 ucfirst($self->cust_status);
4702 Returns a hex triplet color string for this customer's status.
4706 sub statuscolor { shift->cust_statuscolor(@_); }
4708 sub cust_statuscolor {
4710 __PACKAGE__->statuscolors->{$self->cust_status};
4713 =item tickets [ STATUS ]
4715 Returns an array of hashes representing the customer's RT tickets.
4717 An optional status (or arrayref or hashref of statuses) may be specified.
4723 my $status = ( @_ && $_[0] ) ? shift : '';
4725 my $num = $conf->config('cust_main-max_tickets') || 10;
4728 if ( $conf->config('ticket_system') ) {
4729 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4731 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4740 foreach my $priority (
4741 $conf->config('ticket_system-custom_priority_field-values'), ''
4743 last if scalar(@tickets) >= $num;
4745 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4746 $num - scalar(@tickets),
4757 =item appointments [ STATUS ]
4759 Returns an array of hashes representing the customer's RT tickets which
4766 my $status = ( @_ && $_[0] ) ? shift : '';
4768 return () unless $conf->config('ticket_system');
4770 my $queueid = $conf->config('ticket_system-appointment-queueid');
4772 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4781 # Return services representing svc_accts in customer support packages
4782 sub support_services {
4784 my %packages = map { $_ => 1 } $conf->config('support_packages');
4786 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4787 grep { $_->part_svc->svcdb eq 'svc_acct' }
4788 map { $_->cust_svc }
4789 grep { exists $packages{ $_->pkgpart } }
4790 $self->ncancelled_pkgs;
4794 # Return a list of latitude/longitude for one of the services (if any)
4795 sub service_coordinates {
4799 grep { $_->latitude && $_->longitude }
4801 map { $_->cust_svc }
4802 $self->ncancelled_pkgs;
4804 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4809 Returns a masked version of the named field
4814 my ($self,$field) = @_;
4818 'x'x(length($self->getfield($field))-4).
4819 substr($self->getfield($field), (length($self->getfield($field))-4));
4823 =item payment_history
4825 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4826 cust_credit and cust_refund objects. Each hashref has the following fields:
4828 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4830 I<date> - value of _date field, unix timestamp
4832 I<date_pretty> - user-friendly date
4834 I<description> - user-friendly description of item
4836 I<amount> - impact of item on user's balance
4837 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4838 Not to be confused with the native 'amount' field in cust_credit, see below.
4840 I<amount_pretty> - includes money char
4842 I<balance> - customer balance, chronologically as of this item
4844 I<balance_pretty> - includes money char
4846 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4848 I<paid> - amount paid for cust_pay records, undef for other types
4850 I<credit> - amount credited for cust_credit records, undef for other types.
4851 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4853 I<refund> - amount refunded for cust_refund records, undef for other types
4855 The four table-specific keys always have positive values, whether they reflect charges or payments.
4857 The following options may be passed to this method:
4859 I<line_items> - if true, returns charges ('Line item') rather than invoices
4861 I<start_date> - unix timestamp, only include records on or after.
4862 If specified, an item of type 'Previous' will also be included.
4863 It does not have table-specific fields.
4865 I<end_date> - unix timestamp, only include records before
4867 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4869 I<conf> - optional already-loaded FS::Conf object.
4873 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4874 # and also for sending customer statements, which should both be kept customer-friendly.
4875 # If you add anything that shouldn't be passed on through the API or exposed
4876 # to customers, add a new option to include it, don't include it by default
4877 sub payment_history {
4879 my $opt = ref($_[0]) ? $_[0] : { @_ };
4881 my $conf = $$opt{'conf'} || new FS::Conf;
4882 my $money_char = $conf->config("money_char") || '$',
4884 #first load entire history,
4885 #need previous to calculate previous balance
4886 #loading after end_date shouldn't hurt too much?
4888 if ( $$opt{'line_items'} ) {
4890 foreach my $cust_bill ( $self->cust_bill ) {
4893 'type' => 'Line item',
4894 'description' => $_->desc( $self->locale ).
4895 ( $_->sdate && $_->edate
4896 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4897 ' To '. time2str('%d-%b-%Y', $_->edate)
4900 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4901 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4902 'date' => $cust_bill->_date,
4903 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4905 foreach $cust_bill->cust_bill_pkg;
4912 'type' => 'Invoice',
4913 'description' => 'Invoice #'. $_->display_invnum,
4914 'amount' => sprintf('%.2f', $_->charged ),
4915 'charged' => sprintf('%.2f', $_->charged ),
4916 'date' => $_->_date,
4917 'date_pretty' => $self->time2str_local('short', $_->_date ),
4919 foreach $self->cust_bill;
4924 'type' => 'Payment',
4925 'description' => 'Payment', #XXX type
4926 'amount' => sprintf('%.2f', 0 - $_->paid ),
4927 'paid' => sprintf('%.2f', $_->paid ),
4928 'date' => $_->_date,
4929 'date_pretty' => $self->time2str_local('short', $_->_date ),
4931 foreach $self->cust_pay;
4935 'description' => 'Credit', #more info?
4936 'amount' => sprintf('%.2f', 0 -$_->amount ),
4937 'credit' => sprintf('%.2f', $_->amount ),
4938 'date' => $_->_date,
4939 'date_pretty' => $self->time2str_local('short', $_->_date ),
4941 foreach $self->cust_credit;
4945 'description' => 'Refund', #more info? type, like payment?
4946 'amount' => $_->refund,
4947 'refund' => $_->refund,
4948 'date' => $_->_date,
4949 'date_pretty' => $self->time2str_local('short', $_->_date ),
4951 foreach $self->cust_refund;
4953 #put it all in chronological order
4954 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4956 #calculate balance, filter items outside date range
4960 foreach my $item (@history) {
4961 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4962 $balance += $$item{'amount'};
4963 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4964 $previous += $$item{'amount'};
4967 $$item{'balance'} = sprintf("%.2f",$balance);
4968 foreach my $key ( qw(amount balance) ) {
4969 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4974 # start with previous balance, if there was one
4977 'type' => 'Previous',
4978 'description' => 'Previous balance',
4979 'amount' => sprintf("%.2f",$previous),
4980 'balance' => sprintf("%.2f",$previous),
4981 'date' => $$opt{'start_date'},
4982 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4984 #false laziness with above
4985 foreach my $key ( qw(amount balance) ) {
4986 $$item{$key.'_pretty'} = $$item{$key};
4987 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4989 unshift(@out,$item);
4992 @out = reverse @history if $$opt{'reverse_sort'};
4999 =head1 CLASS METHODS
5005 Class method that returns the list of possible status strings for customers
5006 (see L<the status method|/status>). For example:
5008 @statuses = FS::cust_main->statuses();
5014 keys %{ $self->statuscolors };
5017 =item cust_status_sql
5019 Returns an SQL fragment to determine the status of a cust_main record, as a
5024 sub cust_status_sql {
5026 for my $status ( FS::cust_main->statuses() ) {
5027 my $method = $status.'_sql';
5028 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
5037 Returns an SQL expression identifying prospective cust_main records (customers
5038 with no packages ever ordered)
5042 use vars qw($select_count_pkgs);
5043 $select_count_pkgs =
5044 "SELECT COUNT(*) FROM cust_pkg
5045 WHERE cust_pkg.custnum = cust_main.custnum";
5047 sub select_count_pkgs_sql {
5052 " 0 = ( $select_count_pkgs ) ";
5057 Returns an SQL expression identifying ordered cust_main records (customers with
5058 no active packages, but recurring packages not yet setup or one time charges
5064 FS::cust_main->none_active_sql.
5065 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
5070 Returns an SQL expression identifying active cust_main records (customers with
5071 active recurring packages).
5076 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
5079 =item none_active_sql
5081 Returns an SQL expression identifying cust_main records with no active
5082 recurring packages. This includes customers of status prospect, ordered,
5083 inactive, and suspended.
5087 sub none_active_sql {
5088 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
5093 Returns an SQL expression identifying inactive cust_main records (customers with
5094 no active recurring packages, but otherwise unsuspended/uncancelled).
5099 FS::cust_main->none_active_sql.
5100 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
5106 Returns an SQL expression identifying suspended cust_main records.
5111 sub suspended_sql { susp_sql(@_); }
5113 FS::cust_main->none_active_sql.
5114 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
5120 Returns an SQL expression identifying cancelled cust_main records.
5124 sub cancel_sql { shift->cancelled_sql(@_); }
5127 =item uncancelled_sql
5129 Returns an SQL expression identifying un-cancelled cust_main records.
5133 sub uncancelled_sql { uncancel_sql(@_); }
5136 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
5141 Returns an SQL fragment to retreive the balance.
5146 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5147 WHERE cust_bill.custnum = cust_main.custnum )
5148 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5149 WHERE cust_pay.custnum = cust_main.custnum )
5150 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5151 WHERE cust_credit.custnum = cust_main.custnum )
5152 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5153 WHERE cust_refund.custnum = cust_main.custnum )
5156 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5158 Returns an SQL fragment to retreive the balance for this customer, optionally
5159 considering invoices with date earlier than START_TIME, and not
5160 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5161 total_unapplied_payments).
5163 Times are specified as SQL fragments or numeric
5164 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5165 L<Date::Parse> for conversion functions. The empty string can be passed
5166 to disable that time constraint completely.
5168 Available options are:
5172 =item unapplied_date
5174 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)
5179 set to true to remove all customer comparison clauses, for totals
5184 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5189 JOIN clause (typically used with the total option)
5193 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5194 time will be ignored. Note that START_TIME and END_TIME only limit the date
5195 range for invoices and I<unapplied> payments, credits, and refunds.
5201 sub balance_date_sql {
5202 my( $class, $start, $end, %opt ) = @_;
5204 my $cutoff = $opt{'cutoff'};
5206 my $owed = FS::cust_bill->owed_sql($cutoff);
5207 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5208 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5209 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5211 my $j = $opt{'join'} || '';
5213 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5214 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5215 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5216 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5218 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5219 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5220 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5221 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5226 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5228 Returns an SQL fragment to retreive the total unapplied payments for this
5229 customer, only considering payments with date earlier than START_TIME, and
5230 optionally not later than END_TIME.
5232 Times are specified as SQL fragments or numeric
5233 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5234 L<Date::Parse> for conversion functions. The empty string can be passed
5235 to disable that time constraint completely.
5237 Available options are:
5241 sub unapplied_payments_date_sql {
5242 my( $class, $start, $end, %opt ) = @_;
5244 my $cutoff = $opt{'cutoff'};
5246 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5248 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5249 'unapplied_date'=>1 );
5251 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5254 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5256 Helper method for balance_date_sql; name (and usage) subject to change
5257 (suggestions welcome).
5259 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5260 cust_refund, cust_credit or cust_pay).
5262 If TABLE is "cust_bill" or the unapplied_date option is true, only
5263 considers records with date earlier than START_TIME, and optionally not
5264 later than END_TIME .
5268 sub _money_table_where {
5269 my( $class, $table, $start, $end, %opt ) = @_;
5272 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5273 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5274 push @where, "$table._date <= $start" if defined($start) && length($start);
5275 push @where, "$table._date > $end" if defined($end) && length($end);
5277 push @where, @{$opt{'where'}} if $opt{'where'};
5278 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5284 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5285 use FS::cust_main::Search;
5288 FS::cust_main::Search->search(@_);
5297 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5299 Deprecated. Use event notification and message templates
5300 (L<FS::msg_template>) instead.
5302 Sends a templated email notification to the customer (see L<Text::Template>).
5304 OPTIONS is a hash and may include
5306 I<from> - the email sender (default is invoice_from)
5308 I<to> - comma-separated scalar or arrayref of recipients
5309 (default is invoicing_list)
5311 I<subject> - The subject line of the sent email notification
5312 (default is "Notice from company_name")
5314 I<extra_fields> - a hashref of name/value pairs which will be substituted
5317 The following variables are vavailable in the template.
5319 I<$first> - the customer first name
5320 I<$last> - the customer last name
5321 I<$company> - the customer company
5322 I<$payby> - a description of the method of payment for the customer
5323 # would be nice to use FS::payby::shortname
5324 I<$payinfo> - the account information used to collect for this customer
5325 I<$expdate> - the expiration of the customer payment in seconds from epoch
5330 my ($self, $template, %options) = @_;
5332 return unless $conf->exists($template);
5334 my $from = $conf->invoice_from_full($self->agentnum)
5335 if $conf->exists('invoice_from', $self->agentnum);
5336 $from = $options{from} if exists($options{from});
5338 my $to = join(',', $self->invoicing_list_emailonly);
5339 $to = $options{to} if exists($options{to});
5341 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5342 if $conf->exists('company_name', $self->agentnum);
5343 $subject = $options{subject} if exists($options{subject});
5345 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5346 SOURCE => [ map "$_\n",
5347 $conf->config($template)]
5349 or die "can't create new Text::Template object: Text::Template::ERROR";
5350 $notify_template->compile()
5351 or die "can't compile template: Text::Template::ERROR";
5353 $FS::notify_template::_template::company_name =
5354 $conf->config('company_name', $self->agentnum);
5355 $FS::notify_template::_template::company_address =
5356 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5358 my $paydate = $self->paydate || '2037-12-31';
5359 $FS::notify_template::_template::first = $self->first;
5360 $FS::notify_template::_template::last = $self->last;
5361 $FS::notify_template::_template::company = $self->company;
5362 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5363 my $payby = $self->payby;
5364 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5365 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5367 #credit cards expire at the end of the month/year of their exp date
5368 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5369 $FS::notify_template::_template::payby = 'credit card';
5370 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5371 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5373 }elsif ($payby eq 'COMP') {
5374 $FS::notify_template::_template::payby = 'complimentary account';
5376 $FS::notify_template::_template::payby = 'current method';
5378 $FS::notify_template::_template::expdate = $expire_time;
5380 for (keys %{$options{extra_fields}}){
5382 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5385 send_email(from => $from,
5387 subject => $subject,
5388 body => $notify_template->fill_in( PACKAGE =>
5389 'FS::notify_template::_template' ),
5394 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5396 Generates a templated notification to the customer (see L<Text::Template>).
5398 OPTIONS is a hash and may include
5400 I<extra_fields> - a hashref of name/value pairs which will be substituted
5401 into the template. These values may override values mentioned below
5402 and those from the customer record.
5404 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5406 The following variables are available in the template instead of or in addition
5407 to the fields of the customer record.
5409 I<$payby> - a description of the method of payment for the customer
5410 # would be nice to use FS::payby::shortname
5411 I<$payinfo> - the masked account information used to collect for this customer
5412 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5413 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5417 # a lot like cust_bill::print_latex
5418 sub generate_letter {
5419 my ($self, $template, %options) = @_;
5421 warn "Template $template does not exist" && return
5422 unless $conf->exists($template) || $options{'template_text'};
5424 my $template_source = $options{'template_text'}
5425 ? [ $options{'template_text'} ]
5426 : [ map "$_\n", $conf->config($template) ];
5428 my $letter_template = new Text::Template
5430 SOURCE => $template_source,
5431 DELIMITERS => [ '[@--', '--@]' ],
5433 or die "can't create new Text::Template object: Text::Template::ERROR";
5435 $letter_template->compile()
5436 or die "can't compile template: Text::Template::ERROR";
5438 my %letter_data = map { $_ => $self->$_ } $self->fields;
5439 $letter_data{payinfo} = $self->mask_payinfo;
5441 #my $paydate = $self->paydate || '2037-12-31';
5442 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5444 my $payby = $self->payby;
5445 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5446 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5448 #credit cards expire at the end of the month/year of their exp date
5449 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5450 $letter_data{payby} = 'credit card';
5451 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5452 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5454 }elsif ($payby eq 'COMP') {
5455 $letter_data{payby} = 'complimentary account';
5457 $letter_data{payby} = 'current method';
5459 $letter_data{expdate} = $expire_time;
5461 for (keys %{$options{extra_fields}}){
5462 $letter_data{$_} = $options{extra_fields}->{$_};
5465 unless(exists($letter_data{returnaddress})){
5466 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5467 $self->agent_template)
5469 if ( length($retadd) ) {
5470 $letter_data{returnaddress} = $retadd;
5471 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5472 $letter_data{returnaddress} =
5473 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5477 ( $conf->config('company_name', $self->agentnum),
5478 $conf->config('company_address', $self->agentnum),
5482 $letter_data{returnaddress} = '~';
5486 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5488 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5490 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5492 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5496 ) or die "can't open temp file: $!\n";
5497 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5498 or die "can't write temp file: $!\n";
5500 $letter_data{'logo_file'} = $lh->filename;
5502 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5506 ) or die "can't open temp file: $!\n";
5508 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5510 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5511 return ($1, $letter_data{'logo_file'});
5515 =item print_ps TEMPLATE
5517 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5523 my($file, $lfile) = $self->generate_letter(@_);
5524 my $ps = FS::Misc::generate_ps($file);
5525 unlink($file.'.tex');
5531 =item print TEMPLATE
5533 Prints the filled in template.
5535 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5539 sub queueable_print {
5542 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5543 or die "invalid customer number: " . $opt{custnum};
5545 my $error = $self->print( { 'template' => $opt{template} } );
5546 die $error if $error;
5550 my ($self, $template) = (shift, shift);
5552 [ $self->print_ps($template) ],
5553 'agentnum' => $self->agentnum,
5557 #these three subs should just go away once agent stuff is all config overrides
5559 sub agent_template {
5561 $self->_agent_plandata('agent_templatename');
5564 sub agent_invoice_from {
5566 $self->_agent_plandata('agent_invoice_from');
5569 sub _agent_plandata {
5570 my( $self, $option ) = @_;
5572 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5573 #agent-specific Conf
5575 use FS::part_event::Condition;
5577 my $agentnum = $self->agentnum;
5579 my $regexp = regexp_sql();
5581 my $part_event_option =
5583 'select' => 'part_event_option.*',
5584 'table' => 'part_event_option',
5586 LEFT JOIN part_event USING ( eventpart )
5587 LEFT JOIN part_event_option AS peo_agentnum
5588 ON ( part_event.eventpart = peo_agentnum.eventpart
5589 AND peo_agentnum.optionname = 'agentnum'
5590 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5592 LEFT JOIN part_event_condition
5593 ON ( part_event.eventpart = part_event_condition.eventpart
5594 AND part_event_condition.conditionname = 'cust_bill_age'
5596 LEFT JOIN part_event_condition_option
5597 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5598 AND part_event_condition_option.optionname = 'age'
5601 #'hashref' => { 'optionname' => $option },
5602 #'hashref' => { 'part_event_option.optionname' => $option },
5604 " WHERE part_event_option.optionname = ". dbh->quote($option).
5605 " AND action = 'cust_bill_send_agent' ".
5606 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5607 " AND peo_agentnum.optionname = 'agentnum' ".
5608 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5610 CASE WHEN part_event_condition_option.optionname IS NULL
5612 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5614 , part_event.weight".
5618 unless ( $part_event_option ) {
5619 return $self->agent->invoice_template || ''
5620 if $option eq 'agent_templatename';
5624 $part_event_option->optionvalue;
5628 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5630 Subroutine (not a method), designed to be called from the queue.
5632 Takes a list of options and values.
5634 Pulls up the customer record via the custnum option and calls bill_and_collect.
5639 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5641 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5642 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5644 #without this errors don't get rolled back
5645 $args{'fatal'} = 1; # runs from job queue, will be caught
5647 $cust_main->bill_and_collect( %args );
5650 sub process_bill_and_collect {
5652 my $param = thaw(decode_base64(shift));
5653 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5654 or die "custnum '$param->{custnum}' not found!\n";
5655 $param->{'job'} = $job;
5656 $param->{'fatal'} = 1; # runs from job queue, will be caught
5657 $param->{'retry'} = 1;
5659 $cust_main->bill_and_collect( %$param );
5662 #starting to take quite a while for big dbs
5663 # (JRNL: journaled so it only happens once per database)
5664 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5665 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5666 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5667 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5668 # JRNL leading/trailing spaces in first, last, company
5669 # - otaker upgrade? journal and call it good? (double check to make sure
5670 # we're not still setting otaker here)
5672 #only going to get worse with new location stuff...
5674 sub _upgrade_data { #class method
5675 my ($class, %opts) = @_;
5678 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5681 #this seems to be the only expensive one.. why does it take so long?
5682 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5684 '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';
5685 FS::upgrade_journal->set_done('cust_main__signupdate');
5688 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5690 # fix yyyy-m-dd formatted paydates
5691 if ( driver_name =~ /^mysql/i ) {
5693 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5694 } else { # the SQL standard
5696 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5698 FS::upgrade_journal->set_done('cust_main__paydate');
5701 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5703 push @statements, #fix the weird BILL with a cc# in payinfo problem
5705 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5707 FS::upgrade_journal->set_done('cust_main__payinfo');
5712 foreach my $sql ( @statements ) {
5713 my $sth = dbh->prepare($sql) or die dbh->errstr;
5714 $sth->execute or die $sth->errstr;
5715 #warn ( (time - $t). " seconds\n" );
5719 local($ignore_expired_card) = 1;
5720 local($ignore_banned_card) = 1;
5721 local($skip_fuzzyfiles) = 1;
5722 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5724 FS::cust_main::Location->_upgrade_data(%opts);
5726 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5728 foreach my $cust_main ( qsearch({
5729 'table' => 'cust_main',
5731 'extra_sql' => 'WHERE '.
5733 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5734 qw( first last company )
5737 my $error = $cust_main->replace;
5738 die $error if $error;
5741 FS::upgrade_journal->set_done('cust_main__trimspaces');
5745 $class->_upgrade_otaker(%opts);
5747 # turn on encryption as part of regular upgrade, so all new records are immediately encrypted
5748 # existing records will be encrypted in queueable_upgrade (below)
5749 unless ($conf->exists('encryptionpublickey') || $conf->exists('encryptionprivatekey')) {
5750 eval "use FS::Setup";
5752 FS::Setup::enable_encryption();
5755 $class->_upgrade_data_paydate_edgebug;
5758 =item _upgrade_data_paydate_edgebug
5760 Correct bad data injected into payment expire date column by Edge browser bug
5762 The month and year values may have an extra character injected into form POST
5763 data by Edge browser. It was possible for some bad month values to slip
5764 past data validation.
5766 If the stored value was out of range, it was causing payments screen to crash.
5767 We can detect and fix this by dropping the second digit.
5769 If the stored value is is 11 or 12, it's possible the user inputted a 1. In
5770 this case, the payment method will fail to authorize, but the record will
5771 not cause crashdumps for being out of range.
5773 In short, check for any expiration month > 12, and drop the extra digit
5777 sub _upgrade_data_paydate_edgebug {
5778 my $journal_label = 'cust_main_paydate_edgebug';
5779 return if FS::upgrade_journal->is_done( $journal_label );
5781 my $oldAutoCommit = $FS::UID::AutoCommit;
5782 local $FS::UID::AutoCommit = 0;
5785 FS::Record::qsearch(
5786 cust_main => { paydate => { op => '!=', value => '' }}
5789 next unless $row->ut_daten('paydate');
5791 # paydate column stored in database has failed date validation
5792 my $bad_paydate = $row->paydate;
5794 my @date = split /[\-\/]/, $bad_paydate;
5795 @date = @date[2,0,1] if $date[2] > 1900;
5797 # Only autocorrecting when month > 12 - notify operator
5798 unless ( $date[1] > 12 ) {
5800 'Unable to correct bad paydate stored in cust_main row '.
5801 'custnum(%s) paydate(%s)',
5807 $date[1] = substr( $date[1], 0, 1 );
5808 $row->paydate( join('-', @date ));
5810 if ( my $error = $row->replace ) {
5812 'Failed to autocorrect bad paydate stored in cust_main row '.
5813 'custnum(%s) paydate(%s) - error: %s',
5821 'Autocorrected bad paydate stored in cust_main row '.
5822 "custnum(%s) old-paydate(%s) new-paydate(%s)\n",
5830 FS::upgrade_journal->set_done( $journal_label );
5831 dbh->commit unless $oldAutoCommit;
5835 sub queueable_upgrade {
5838 ### encryption gets turned on in _upgrade_data, above
5840 eval "use FS::upgrade_journal";
5843 # prior to 2013 (commit f16665c9) payinfo was stored in history if not encrypted,
5844 # clear that out before encrypting/tokenizing anything else
5845 if (!FS::upgrade_journal->is_done('clear_payinfo_history')) {
5846 foreach my $table ('cust_main','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5847 my $sql = 'UPDATE h_'.$table.' SET payinfo = NULL WHERE payinfo IS NOT NULL';
5848 my $sth = dbh->prepare($sql) or die dbh->errstr;
5849 $sth->execute or die $sth->errstr;
5851 FS::upgrade_journal->set_done('clear_payinfo_history');
5854 # fix Tokenized paycardtype and encrypt old records
5855 if ( ! FS::upgrade_journal->is_done('paycardtype_Tokenized')
5856 || ! FS::upgrade_journal->is_done('encryption_check')
5860 # allow replacement of closed cust_pay/cust_refund records
5861 local $FS::payinfo_Mixin::allow_closed_replace = 1;
5863 # because it looks like nothing's changing
5864 local $FS::Record::no_update_diff = 1;
5866 # commit everything immediately
5867 local $FS::UID::AutoCommit = 1;
5869 # encrypt what's there
5870 foreach my $table ('cust_main','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5871 my $tclass = 'FS::'.$table;
5874 while (my $recnum = _upgrade_next_recnum(dbh,$table,\$lastrecnum,\@recnums)) {
5875 my $record = $tclass->by_key($recnum);
5876 next unless $record; # small chance it's been deleted, that's ok
5877 next unless grep { $record->payby eq $_ } @FS::Record::encrypt_payby;
5878 # window for possible conflict is practically nonexistant,
5879 # but just in case...
5880 $record = $record->select_for_update;
5881 if (!$record->custnum && $table eq 'cust_pay_pending') {
5882 $record->set('custnum_pending',1);
5884 $record->paycardtype('') if $record->paycardtype eq 'Tokenized';
5886 local($ignore_expired_card) = 1;
5887 local($ignore_banned_card) = 1;
5888 local($skip_fuzzyfiles) = 1;
5889 local($import) = 1;#prevent automatic geocoding (need its own variable?)
5891 my $error = $record->replace;
5892 die "Error replacing $table ".$record->get($record->primary_key).": $error" if $error;
5896 FS::upgrade_journal->set_done('paycardtype_Tokenized');
5897 FS::upgrade_journal->set_done('encryption_check') if $conf->exists('encryption');
5902 # not entirely false laziness w/ Billing_Realtime::_token_check_next_recnum
5903 # cust_payby might get deleted while this runs
5905 sub _upgrade_next_recnum {
5906 my ($dbh,$table,$lastrecnum,$recnums) = @_;
5907 my $recnum = shift @$recnums;
5908 return $recnum if $recnum;
5909 my $tclass = 'FS::'.$table;
5910 my $paycardtypecheck = ($table ne 'cust_pay_pending') ? q( OR paycardtype = 'Tokenized') : '';
5911 my $sql = 'SELECT '.$tclass->primary_key.
5913 ' WHERE '.$tclass->primary_key.' > '.$$lastrecnum.
5914 " AND payby IN ( 'CARD', 'DCRD', 'CHEK', 'DCHK' ) ".
5915 " AND ( length(payinfo) < 80$paycardtypecheck ) ".
5916 ' ORDER BY '.$tclass->primary_key.' LIMIT 500';
5917 my $sth = $dbh->prepare($sql) or die $dbh->errstr;
5918 $sth->execute() or die $sth->errstr;
5920 while (my $rec = $sth->fetchrow_hashref) {
5921 push @$recnums, $rec->{$tclass->primary_key};
5924 $$lastrecnum = $$recnums[-1];
5925 return shift @$recnums;
5934 The delete method should possibly take an FS::cust_main object reference
5935 instead of a scalar customer number.
5937 Bill and collect options should probably be passed as references instead of a
5940 There should probably be a configuration file with a list of allowed credit
5943 No multiple currency support (probably a larger project than just this module).
5945 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5947 Birthdates rely on negative epoch values.
5949 The payby for card/check batches is broken. With mixed batching, bad
5952 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5956 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5957 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5958 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.