5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
21 use Digest::MD5 qw(md5_base64);
24 use File::Temp qw( tempfile );
25 use String::Approx qw(amatch);
26 use Business::CreditCard 0.28;
28 use FS::UID qw( getotaker dbh driver_name );
29 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
30 use FS::Misc qw( generate_email send_email generate_ps do_print );
31 use FS::Msgcat qw(gettext);
36 use FS::cust_bill_pkg;
37 use FS::cust_bill_pkg_display;
38 use FS::cust_bill_pkg_tax_location;
39 use FS::cust_bill_pkg_tax_rate_location;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
43 use FS::cust_pay_batch;
46 use FS::part_referral;
47 use FS::cust_main_county;
48 use FS::cust_location;
50 use FS::cust_main_exemption;
51 use FS::cust_tax_adjustment;
53 use FS::tax_rate_location;
54 use FS::cust_tax_location;
55 use FS::part_pkg_taxrate;
57 use FS::cust_main_invoice;
58 use FS::cust_credit_bill;
59 use FS::cust_bill_pay;
60 use FS::prepay_credit;
64 use FS::part_event_condition;
67 use FS::payment_gateway;
68 use FS::agent_payment_gateway;
72 @EXPORT_OK = qw( smart_search );
74 $realtime_bop_decline_quiet = 0;
76 # 1 is mostly method/subroutine entry and options
77 # 2 traces progress of some operations
78 # 3 is even more information including possibly sensitive data
80 $me = '[FS::cust_main]';
83 $ignore_expired_card = 0;
86 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
88 @encrypted_fields = ('payinfo', 'paycvv');
89 sub nohistory_fields { ('payinfo', 'paycvv'); }
91 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
93 #ask FS::UID to run this stuff for us later
94 #$FS::UID::callback{'FS::cust_main'} = sub {
95 install_callback FS::UID sub {
97 #yes, need it for stuff below (prolly should be cached)
102 my ( $hashref, $cache ) = @_;
103 if ( exists $hashref->{'pkgnum'} ) {
104 #@{ $self->{'_pkgnum'} } = ();
105 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
106 $self->{'_pkgnum'} = $subcache;
107 #push @{ $self->{'_pkgnum'} },
108 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
114 FS::cust_main - Object methods for cust_main records
120 $record = new FS::cust_main \%hash;
121 $record = new FS::cust_main { 'column' => 'value' };
123 $error = $record->insert;
125 $error = $new_record->replace($old_record);
127 $error = $record->delete;
129 $error = $record->check;
131 @cust_pkg = $record->all_pkgs;
133 @cust_pkg = $record->ncancelled_pkgs;
135 @cust_pkg = $record->suspended_pkgs;
137 $error = $record->bill;
138 $error = $record->bill %options;
139 $error = $record->bill 'time' => $time;
141 $error = $record->collect;
142 $error = $record->collect %options;
143 $error = $record->collect 'invoice_time' => $time,
148 An FS::cust_main object represents a customer. FS::cust_main inherits from
149 FS::Record. The following fields are currently supported:
155 Primary key (assigned automatically for new customers)
159 Agent (see L<FS::agent>)
163 Advertising source (see L<FS::part_referral>)
175 Cocial security number (optional)
191 (optional, see L<FS::cust_main_county>)
195 (see L<FS::cust_main_county>)
201 (see L<FS::cust_main_county>)
237 (optional, see L<FS::cust_main_county>)
241 (see L<FS::cust_main_county>)
247 (see L<FS::cust_main_county>)
263 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
267 Payment Information (See L<FS::payinfo_Mixin> for data format)
271 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
275 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
279 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
283 Start date month (maestro/solo cards only)
287 Start date year (maestro/solo cards only)
291 Issue number (maestro/solo cards only)
295 Name on card or billing name
299 IP address from which payment information was received
303 Tax exempt, empty or `Y'
307 Order taker (see L<FS::access_user>)
313 =item referral_custnum
315 Referring customer number
319 Enable individual CDR spooling, empty or `Y'
323 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
327 Discourage individual CDR printing, empty or `Y'
337 Creates a new customer. To add the customer to the database, see L<"insert">.
339 Note that this stores the hash reference, not a distinct copy of the hash it
340 points to. You can ask the object for a copy with the I<hash> method.
344 sub table { 'cust_main'; }
346 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
348 Adds this customer to the database. If there is an error, returns the error,
349 otherwise returns false.
351 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
352 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
353 are inserted atomicly, or the transaction is rolled back. Passing an empty
354 hash reference is equivalent to not supplying this parameter. There should be
355 a better explanation of this, but until then, here's an example:
358 tie %hash, 'Tie::RefHash'; #this part is important
360 $cust_pkg => [ $svc_acct ],
363 $cust_main->insert( \%hash );
365 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
366 be set as the invoicing list (see L<"invoicing_list">). Errors return as
367 expected and rollback the entire transaction; it is not necessary to call
368 check_invoicing_list first. The invoicing_list is set after the records in the
369 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
370 invoicing_list destination to the newly-created svc_acct. Here's an example:
372 $cust_main->insert( {}, [ $email, 'POST' ] );
374 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
376 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
377 on the supplied jobnum (they will not run until the specific job completes).
378 This can be used to defer provisioning until some action completes (such
379 as running the customer's credit card successfully).
381 The I<noexport> option is deprecated. If I<noexport> is set true, no
382 provisioning jobs (exports) are scheduled. (You can schedule them later with
383 the B<reexport> method.)
385 The I<tax_exemption> option can be set to an arrayref of tax names.
386 FS::cust_main_exemption records will be created and inserted.
392 my $cust_pkgs = @_ ? shift : {};
393 my $invoicing_list = @_ ? shift : '';
395 warn "$me insert called with options ".
396 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
399 local $SIG{HUP} = 'IGNORE';
400 local $SIG{INT} = 'IGNORE';
401 local $SIG{QUIT} = 'IGNORE';
402 local $SIG{TERM} = 'IGNORE';
403 local $SIG{TSTP} = 'IGNORE';
404 local $SIG{PIPE} = 'IGNORE';
406 my $oldAutoCommit = $FS::UID::AutoCommit;
407 local $FS::UID::AutoCommit = 0;
410 my $prepay_identifier = '';
411 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
413 if ( $self->payby eq 'PREPAY' ) {
415 $self->payby('BILL');
416 $prepay_identifier = $self->payinfo;
419 warn " looking up prepaid card $prepay_identifier\n"
422 my $error = $self->get_prepay( $prepay_identifier,
423 'amount_ref' => \$amount,
424 'seconds_ref' => \$seconds,
425 'upbytes_ref' => \$upbytes,
426 'downbytes_ref' => \$downbytes,
427 'totalbytes_ref' => \$totalbytes,
430 $dbh->rollback if $oldAutoCommit;
431 #return "error applying prepaid card (transaction rolled back): $error";
435 $payby = 'PREP' if $amount;
437 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
440 $self->payby('BILL');
441 $amount = $self->paid;
445 warn " inserting $self\n"
448 $self->signupdate(time) unless $self->signupdate;
450 $self->auto_agent_custid()
451 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
453 my $error = $self->SUPER::insert;
455 $dbh->rollback if $oldAutoCommit;
456 #return "inserting cust_main record (transaction rolled back): $error";
460 warn " setting invoicing list\n"
463 if ( $invoicing_list ) {
464 $error = $self->check_invoicing_list( $invoicing_list );
466 $dbh->rollback if $oldAutoCommit;
467 #return "checking invoicing_list (transaction rolled back): $error";
470 $self->invoicing_list( $invoicing_list );
473 warn " setting cust_main_exemption\n"
476 my $tax_exemption = delete $options{'tax_exemption'};
477 if ( $tax_exemption ) {
478 foreach my $taxname ( @$tax_exemption ) {
479 my $cust_main_exemption = new FS::cust_main_exemption {
480 'custnum' => $self->custnum,
481 'taxname' => $taxname,
483 my $error = $cust_main_exemption->insert;
485 $dbh->rollback if $oldAutoCommit;
486 return "inserting cust_main_exemption (transaction rolled back): $error";
491 if ( $conf->config('cust_main-skeleton_tables')
492 && $conf->config('cust_main-skeleton_custnum') ) {
494 warn " inserting skeleton records\n"
497 my $error = $self->start_copy_skel;
499 $dbh->rollback if $oldAutoCommit;
505 warn " ordering packages\n"
508 $error = $self->order_pkgs( $cust_pkgs,
510 'seconds_ref' => \$seconds,
511 'upbytes_ref' => \$upbytes,
512 'downbytes_ref' => \$downbytes,
513 'totalbytes_ref' => \$totalbytes,
516 $dbh->rollback if $oldAutoCommit;
521 $dbh->rollback if $oldAutoCommit;
522 return "No svc_acct record to apply pre-paid time";
524 if ( $upbytes || $downbytes || $totalbytes ) {
525 $dbh->rollback if $oldAutoCommit;
526 return "No svc_acct record to apply pre-paid data";
530 warn " inserting initial $payby payment of $amount\n"
532 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
534 $dbh->rollback if $oldAutoCommit;
535 return "inserting payment (transaction rolled back): $error";
539 unless ( $import || $skip_fuzzyfiles ) {
540 warn " queueing fuzzyfiles update\n"
542 $error = $self->queue_fuzzyfiles_update;
544 $dbh->rollback if $oldAutoCommit;
545 return "updating fuzzy search cache: $error";
549 warn " insert complete; committing transaction\n"
552 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
557 use File::CounterFile;
558 sub auto_agent_custid {
561 my $format = $conf->config('cust_main-auto_agent_custid');
563 if ( $format eq '1YMMXXXXXXXX' ) {
565 my $counter = new File::CounterFile 'cust_main.agent_custid';
568 my $ym = 100000000000 + time2str('%y%m00000000', time);
569 if ( $ym > $counter->value ) {
570 $counter->{'value'} = $agent_custid = $ym;
571 $counter->{'updated'} = 1;
573 $agent_custid = $counter->inc;
579 die "Unknown cust_main-auto_agent_custid format: $format";
582 $self->agent_custid($agent_custid);
586 sub start_copy_skel {
589 #'mg_user_preference' => {},
590 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
591 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
592 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
593 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
594 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
597 _copy_skel( 'cust_main', #tablename
598 $conf->config('cust_main-skeleton_custnum'), #sourceid
599 $self->custnum, #destid
600 @tables, #child tables
604 #recursive subroutine, not a method
606 my( $table, $sourceid, $destid, %child_tables ) = @_;
609 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
610 ( $table, $primary_key ) = ( $1, $2 );
612 my $dbdef_table = dbdef->table($table);
613 $primary_key = $dbdef_table->primary_key
614 or return "$table has no primary key".
615 " (or do you need to run dbdef-create?)";
618 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
619 join (', ', keys %child_tables). "\n"
622 foreach my $child_table_def ( keys %child_tables ) {
626 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
627 ( $child_table, $child_pkey ) = ( $1, $2 );
629 $child_table = $child_table_def;
631 $child_pkey = dbdef->table($child_table)->primary_key;
632 # or return "$table has no primary key".
633 # " (or do you need to run dbdef-create?)\n";
637 if ( keys %{ $child_tables{$child_table_def} } ) {
639 return "$child_table has no primary key".
640 " (run dbdef-create or try specifying it?)\n"
643 #false laziness w/Record::insert and only works on Pg
644 #refactor the proper last-inserted-id stuff out of Record::insert if this
645 # ever gets use for anything besides a quick kludge for one customer
646 my $default = dbdef->table($child_table)->column($child_pkey)->default;
647 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
648 or return "can't parse $child_table.$child_pkey default value ".
649 " for sequence name: $default";
654 my @sel_columns = grep { $_ ne $primary_key }
655 dbdef->table($child_table)->columns;
656 my $sel_columns = join(', ', @sel_columns );
658 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
659 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
660 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
662 my $sel_st = "SELECT $sel_columns FROM $child_table".
663 " WHERE $primary_key = $sourceid";
666 my $sel_sth = dbh->prepare( $sel_st )
667 or return dbh->errstr;
669 $sel_sth->execute or return $sel_sth->errstr;
671 while ( my $row = $sel_sth->fetchrow_hashref ) {
673 warn " selected row: ".
674 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
678 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
679 my $ins_sth =dbh->prepare($statement)
680 or return dbh->errstr;
681 my @param = ( $destid, map $row->{$_}, @ins_columns );
682 warn " $statement: [ ". join(', ', @param). " ]\n"
684 $ins_sth->execute( @param )
685 or return $ins_sth->errstr;
687 #next unless keys %{ $child_tables{$child_table} };
688 next unless $sequence;
690 #another section of that laziness
691 my $seq_sql = "SELECT currval('$sequence')";
692 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
693 $seq_sth->execute or return $seq_sth->errstr;
694 my $insertid = $seq_sth->fetchrow_arrayref->[0];
696 # don't drink soap! recurse! recurse! okay!
698 _copy_skel( $child_table_def,
699 $row->{$child_pkey}, #sourceid
701 %{ $child_tables{$child_table_def} },
703 return $error if $error;
713 =item order_pkg HASHREF | OPTION => VALUE ...
715 Orders a single package.
717 Options may be passed as a list of key/value pairs or as a hash reference.
728 Optional FS::cust_location object
732 Optional arryaref of FS::svc_* service objects.
736 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
737 jobs will have a dependancy on the supplied job (they will not run until the
738 specific job completes). This can be used to defer provisioning until some
739 action completes (such as running the customer's credit card successfully).
743 Optional subject for a ticket created and attached to this customer
747 Optional queue name for ticket additions
755 my $opt = ref($_[0]) ? shift : { @_ };
757 warn "$me order_pkg called with options ".
758 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
761 my $cust_pkg = $opt->{'cust_pkg'};
762 my $svcs = $opt->{'svcs'} || [];
764 my %svc_options = ();
765 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
766 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
768 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
769 qw( ticket_subject ticket_queue );
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 if ( $opt->{'cust_location'} &&
783 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
784 my $error = $opt->{'cust_location'}->insert;
786 $dbh->rollback if $oldAutoCommit;
787 return "inserting cust_location (transaction rolled back): $error";
789 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
792 $cust_pkg->custnum( $self->custnum );
794 my $error = $cust_pkg->insert( %insert_params );
796 $dbh->rollback if $oldAutoCommit;
797 return "inserting cust_pkg (transaction rolled back): $error";
800 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
801 if ( $svc_something->svcnum ) {
802 my $old_cust_svc = $svc_something->cust_svc;
803 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
804 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
805 $error = $new_cust_svc->replace($old_cust_svc);
807 $svc_something->pkgnum( $cust_pkg->pkgnum );
808 if ( $svc_something->isa('FS::svc_acct') ) {
809 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
810 qw( seconds upbytes downbytes totalbytes ) ) {
811 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
812 ${ $opt->{$_.'_ref'} } = 0;
815 $error = $svc_something->insert(%svc_options);
818 $dbh->rollback if $oldAutoCommit;
819 return "inserting svc_ (transaction rolled back): $error";
823 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
828 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
829 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
831 Like the insert method on an existing record, this method orders multiple
832 packages and included services atomicaly. Pass a Tie::RefHash data structure
833 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
834 There should be a better explanation of this, but until then, here's an
838 tie %hash, 'Tie::RefHash'; #this part is important
840 $cust_pkg => [ $svc_acct ],
843 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
845 Services can be new, in which case they are inserted, or existing unaudited
846 services, in which case they are linked to the newly-created package.
848 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
849 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
851 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
852 on the supplied jobnum (they will not run until the specific job completes).
853 This can be used to defer provisioning until some action completes (such
854 as running the customer's credit card successfully).
856 The I<noexport> option is deprecated. If I<noexport> is set true, no
857 provisioning jobs (exports) are scheduled. (You can schedule them later with
858 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
859 on the cust_main object is not recommended, as existing services will also be
862 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
863 provided, the scalars (provided by references) will be incremented by the
864 values of the prepaid card.`
870 my $cust_pkgs = shift;
871 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
873 $seconds_ref ||= $options{'seconds_ref'};
875 warn "$me order_pkgs called with options ".
876 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
879 local $SIG{HUP} = 'IGNORE';
880 local $SIG{INT} = 'IGNORE';
881 local $SIG{QUIT} = 'IGNORE';
882 local $SIG{TERM} = 'IGNORE';
883 local $SIG{TSTP} = 'IGNORE';
884 local $SIG{PIPE} = 'IGNORE';
886 my $oldAutoCommit = $FS::UID::AutoCommit;
887 local $FS::UID::AutoCommit = 0;
890 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
892 foreach my $cust_pkg ( keys %$cust_pkgs ) {
894 my $error = $self->order_pkg(
895 'cust_pkg' => $cust_pkg,
896 'svcs' => $cust_pkgs->{$cust_pkg},
897 'seconds_ref' => $seconds_ref,
898 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
903 $dbh->rollback if $oldAutoCommit;
909 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
913 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
915 Recharges this (existing) customer with the specified prepaid card (see
916 L<FS::prepay_credit>), specified either by I<identifier> or as an
917 FS::prepay_credit object. If there is an error, returns the error, otherwise
920 Optionally, five scalar references can be passed as well. They will have their
921 values filled in with the amount, number of seconds, and number of upload,
922 download, and total bytes applied by this prepaid card.
926 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
927 #the only place that uses these args
928 sub recharge_prepay {
929 my( $self, $prepay_credit, $amountref, $secondsref,
930 $upbytesref, $downbytesref, $totalbytesref ) = @_;
932 local $SIG{HUP} = 'IGNORE';
933 local $SIG{INT} = 'IGNORE';
934 local $SIG{QUIT} = 'IGNORE';
935 local $SIG{TERM} = 'IGNORE';
936 local $SIG{TSTP} = 'IGNORE';
937 local $SIG{PIPE} = 'IGNORE';
939 my $oldAutoCommit = $FS::UID::AutoCommit;
940 local $FS::UID::AutoCommit = 0;
943 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
945 my $error = $self->get_prepay( $prepay_credit,
946 'amount_ref' => \$amount,
947 'seconds_ref' => \$seconds,
948 'upbytes_ref' => \$upbytes,
949 'downbytes_ref' => \$downbytes,
950 'totalbytes_ref' => \$totalbytes,
952 || $self->increment_seconds($seconds)
953 || $self->increment_upbytes($upbytes)
954 || $self->increment_downbytes($downbytes)
955 || $self->increment_totalbytes($totalbytes)
956 || $self->insert_cust_pay_prepay( $amount,
958 ? $prepay_credit->identifier
963 $dbh->rollback if $oldAutoCommit;
967 if ( defined($amountref) ) { $$amountref = $amount; }
968 if ( defined($secondsref) ) { $$secondsref = $seconds; }
969 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
970 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
971 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
973 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
978 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
980 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
981 specified either by I<identifier> or as an FS::prepay_credit object.
983 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
984 incremented by the values of the prepaid card.
986 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
987 check or set this customer's I<agentnum>.
989 If there is an error, returns the error, otherwise returns false.
995 my( $self, $prepay_credit, %opt ) = @_;
997 local $SIG{HUP} = 'IGNORE';
998 local $SIG{INT} = 'IGNORE';
999 local $SIG{QUIT} = 'IGNORE';
1000 local $SIG{TERM} = 'IGNORE';
1001 local $SIG{TSTP} = 'IGNORE';
1002 local $SIG{PIPE} = 'IGNORE';
1004 my $oldAutoCommit = $FS::UID::AutoCommit;
1005 local $FS::UID::AutoCommit = 0;
1008 unless ( ref($prepay_credit) ) {
1010 my $identifier = $prepay_credit;
1012 $prepay_credit = qsearchs(
1014 { 'identifier' => $prepay_credit },
1019 unless ( $prepay_credit ) {
1020 $dbh->rollback if $oldAutoCommit;
1021 return "Invalid prepaid card: ". $identifier;
1026 if ( $prepay_credit->agentnum ) {
1027 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "prepaid card not valid for agent ". $self->agentnum;
1031 $self->agentnum($prepay_credit->agentnum);
1034 my $error = $prepay_credit->delete;
1036 $dbh->rollback if $oldAutoCommit;
1037 return "removing prepay_credit (transaction rolled back): $error";
1040 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1041 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1043 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1048 =item increment_upbytes SECONDS
1050 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1051 the specified number of upbytes. If there is an error, returns the error,
1052 otherwise returns false.
1056 sub increment_upbytes {
1057 _increment_column( shift, 'upbytes', @_);
1060 =item increment_downbytes SECONDS
1062 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1063 the specified number of downbytes. If there is an error, returns the error,
1064 otherwise returns false.
1068 sub increment_downbytes {
1069 _increment_column( shift, 'downbytes', @_);
1072 =item increment_totalbytes SECONDS
1074 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1075 the specified number of totalbytes. If there is an error, returns the error,
1076 otherwise returns false.
1080 sub increment_totalbytes {
1081 _increment_column( shift, 'totalbytes', @_);
1084 =item increment_seconds SECONDS
1086 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1087 the specified number of seconds. If there is an error, returns the error,
1088 otherwise returns false.
1092 sub increment_seconds {
1093 _increment_column( shift, 'seconds', @_);
1096 =item _increment_column AMOUNT
1098 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1099 the specified number of seconds or bytes. If there is an error, returns
1100 the error, otherwise returns false.
1104 sub _increment_column {
1105 my( $self, $column, $amount ) = @_;
1106 warn "$me increment_column called: $column, $amount\n"
1109 return '' unless $amount;
1111 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1112 $self->ncancelled_pkgs;
1114 if ( ! @cust_pkg ) {
1115 return 'No packages with primary or single services found'.
1116 ' to apply pre-paid time';
1117 } elsif ( scalar(@cust_pkg) > 1 ) {
1118 #maybe have a way to specify the package/account?
1119 return 'Multiple packages found to apply pre-paid time';
1122 my $cust_pkg = $cust_pkg[0];
1123 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1127 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1129 if ( ! @cust_svc ) {
1130 return 'No account found to apply pre-paid time';
1131 } elsif ( scalar(@cust_svc) > 1 ) {
1132 return 'Multiple accounts found to apply pre-paid time';
1135 my $svc_acct = $cust_svc[0]->svc_x;
1136 warn " found service svcnum ". $svc_acct->pkgnum.
1137 ' ('. $svc_acct->email. ")\n"
1140 $column = "increment_$column";
1141 $svc_acct->$column($amount);
1145 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1147 Inserts a prepayment in the specified amount for this customer. An optional
1148 second argument can specify the prepayment identifier for tracking purposes.
1149 If there is an error, returns the error, otherwise returns false.
1153 sub insert_cust_pay_prepay {
1154 shift->insert_cust_pay('PREP', @_);
1157 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1159 Inserts a cash payment in the specified amount for this customer. An optional
1160 second argument can specify the payment identifier for tracking purposes.
1161 If there is an error, returns the error, otherwise returns false.
1165 sub insert_cust_pay_cash {
1166 shift->insert_cust_pay('CASH', @_);
1169 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1171 Inserts a Western Union payment in the specified amount for this customer. An
1172 optional second argument can specify the prepayment identifier for tracking
1173 purposes. If there is an error, returns the error, otherwise returns false.
1177 sub insert_cust_pay_west {
1178 shift->insert_cust_pay('WEST', @_);
1181 sub insert_cust_pay {
1182 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1183 my $payinfo = scalar(@_) ? shift : '';
1185 my $cust_pay = new FS::cust_pay {
1186 'custnum' => $self->custnum,
1187 'paid' => sprintf('%.2f', $amount),
1188 #'_date' => #date the prepaid card was purchased???
1190 'payinfo' => $payinfo,
1198 This method is deprecated. See the I<depend_jobnum> option to the insert and
1199 order_pkgs methods for a better way to defer provisioning.
1201 Re-schedules all exports by calling the B<reexport> method of all associated
1202 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1203 otherwise returns false.
1210 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1211 "use the depend_jobnum option to insert or order_pkgs to delay export";
1213 local $SIG{HUP} = 'IGNORE';
1214 local $SIG{INT} = 'IGNORE';
1215 local $SIG{QUIT} = 'IGNORE';
1216 local $SIG{TERM} = 'IGNORE';
1217 local $SIG{TSTP} = 'IGNORE';
1218 local $SIG{PIPE} = 'IGNORE';
1220 my $oldAutoCommit = $FS::UID::AutoCommit;
1221 local $FS::UID::AutoCommit = 0;
1224 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1225 my $error = $cust_pkg->reexport;
1227 $dbh->rollback if $oldAutoCommit;
1232 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1237 =item delete NEW_CUSTNUM
1239 This deletes the customer. If there is an error, returns the error, otherwise
1242 This will completely remove all traces of the customer record. This is not
1243 what you want when a customer cancels service; for that, cancel all of the
1244 customer's packages (see L</cancel>).
1246 If the customer has any uncancelled packages, you need to pass a new (valid)
1247 customer number for those packages to be transferred to. Cancelled packages
1248 will be deleted. Did I mention that this is NOT what you want when a customer
1249 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1251 You can't delete a customer with invoices (see L<FS::cust_bill>),
1252 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1253 refunds (see L<FS::cust_refund>).
1260 local $SIG{HUP} = 'IGNORE';
1261 local $SIG{INT} = 'IGNORE';
1262 local $SIG{QUIT} = 'IGNORE';
1263 local $SIG{TERM} = 'IGNORE';
1264 local $SIG{TSTP} = 'IGNORE';
1265 local $SIG{PIPE} = 'IGNORE';
1267 my $oldAutoCommit = $FS::UID::AutoCommit;
1268 local $FS::UID::AutoCommit = 0;
1271 if ( $self->cust_bill ) {
1272 $dbh->rollback if $oldAutoCommit;
1273 return "Can't delete a customer with invoices";
1275 if ( $self->cust_credit ) {
1276 $dbh->rollback if $oldAutoCommit;
1277 return "Can't delete a customer with credits";
1279 if ( $self->cust_pay ) {
1280 $dbh->rollback if $oldAutoCommit;
1281 return "Can't delete a customer with payments";
1283 if ( $self->cust_refund ) {
1284 $dbh->rollback if $oldAutoCommit;
1285 return "Can't delete a customer with refunds";
1288 my @cust_pkg = $self->ncancelled_pkgs;
1290 my $new_custnum = shift;
1291 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1292 $dbh->rollback if $oldAutoCommit;
1293 return "Invalid new customer number: $new_custnum";
1295 foreach my $cust_pkg ( @cust_pkg ) {
1296 my %hash = $cust_pkg->hash;
1297 $hash{'custnum'} = $new_custnum;
1298 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1299 my $error = $new_cust_pkg->replace($cust_pkg,
1300 options => { $cust_pkg->options },
1303 $dbh->rollback if $oldAutoCommit;
1308 my @cancelled_cust_pkg = $self->all_pkgs;
1309 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1310 my $error = $cust_pkg->delete;
1312 $dbh->rollback if $oldAutoCommit;
1317 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1318 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1320 my $error = $cust_main_invoice->delete;
1322 $dbh->rollback if $oldAutoCommit;
1327 foreach my $cust_main_exemption (
1328 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1330 my $error = $cust_main_exemption->delete;
1332 $dbh->rollback if $oldAutoCommit;
1337 my $error = $self->SUPER::delete;
1339 $dbh->rollback if $oldAutoCommit;
1343 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1348 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1351 Replaces the OLD_RECORD with this one in the database. If there is an error,
1352 returns the error, otherwise returns false.
1354 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1355 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1356 expected and rollback the entire transaction; it is not necessary to call
1357 check_invoicing_list first. Here's an example:
1359 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1361 Currently available options are: I<tax_exemption>.
1363 The I<tax_exemption> option can be set to an arrayref of tax names.
1364 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1371 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1373 : $self->replace_old;
1377 warn "$me replace called\n"
1380 my $curuser = $FS::CurrentUser::CurrentUser;
1381 if ( $self->payby eq 'COMP'
1382 && $self->payby ne $old->payby
1383 && ! $curuser->access_right('Complimentary customer')
1386 return "You are not permitted to create complimentary accounts.";
1389 local($ignore_expired_card) = 1
1390 if $old->payby =~ /^(CARD|DCRD)$/
1391 && $self->payby =~ /^(CARD|DCRD)$/
1392 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1394 local $SIG{HUP} = 'IGNORE';
1395 local $SIG{INT} = 'IGNORE';
1396 local $SIG{QUIT} = 'IGNORE';
1397 local $SIG{TERM} = 'IGNORE';
1398 local $SIG{TSTP} = 'IGNORE';
1399 local $SIG{PIPE} = 'IGNORE';
1401 my $oldAutoCommit = $FS::UID::AutoCommit;
1402 local $FS::UID::AutoCommit = 0;
1405 my $error = $self->SUPER::replace($old);
1408 $dbh->rollback if $oldAutoCommit;
1412 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1413 my $invoicing_list = shift @param;
1414 $error = $self->check_invoicing_list( $invoicing_list );
1416 $dbh->rollback if $oldAutoCommit;
1419 $self->invoicing_list( $invoicing_list );
1422 my %options = @param;
1424 my $tax_exemption = delete $options{'tax_exemption'};
1425 if ( $tax_exemption ) {
1427 my %cust_main_exemption =
1428 map { $_->taxname => $_ }
1429 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1431 foreach my $taxname ( @$tax_exemption ) {
1433 next if delete $cust_main_exemption{$taxname};
1435 my $cust_main_exemption = new FS::cust_main_exemption {
1436 'custnum' => $self->custnum,
1437 'taxname' => $taxname,
1439 my $error = $cust_main_exemption->insert;
1441 $dbh->rollback if $oldAutoCommit;
1442 return "inserting cust_main_exemption (transaction rolled back): $error";
1446 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1447 my $error = $cust_main_exemption->delete;
1449 $dbh->rollback if $oldAutoCommit;
1450 return "deleting cust_main_exemption (transaction rolled back): $error";
1456 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1457 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1458 && $self->get('payinfo') !~ /^99\d{14}$/
1460 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1465 # card/check/lec info has changed, want to retry realtime_ invoice events
1466 my $error = $self->retry_realtime;
1468 $dbh->rollback if $oldAutoCommit;
1473 unless ( $import || $skip_fuzzyfiles ) {
1474 $error = $self->queue_fuzzyfiles_update;
1476 $dbh->rollback if $oldAutoCommit;
1477 return "updating fuzzy search cache: $error";
1481 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1486 =item queue_fuzzyfiles_update
1488 Used by insert & replace to update the fuzzy search cache
1492 sub queue_fuzzyfiles_update {
1495 local $SIG{HUP} = 'IGNORE';
1496 local $SIG{INT} = 'IGNORE';
1497 local $SIG{QUIT} = 'IGNORE';
1498 local $SIG{TERM} = 'IGNORE';
1499 local $SIG{TSTP} = 'IGNORE';
1500 local $SIG{PIPE} = 'IGNORE';
1502 my $oldAutoCommit = $FS::UID::AutoCommit;
1503 local $FS::UID::AutoCommit = 0;
1506 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1507 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1509 $dbh->rollback if $oldAutoCommit;
1510 return "queueing job (transaction rolled back): $error";
1513 if ( $self->ship_last ) {
1514 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1515 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1517 $dbh->rollback if $oldAutoCommit;
1518 return "queueing job (transaction rolled back): $error";
1522 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1529 Checks all fields to make sure this is a valid customer record. If there is
1530 an error, returns the error, otherwise returns false. Called by the insert
1531 and replace methods.
1538 warn "$me check BEFORE: \n". $self->_dump
1542 $self->ut_numbern('custnum')
1543 || $self->ut_number('agentnum')
1544 || $self->ut_textn('agent_custid')
1545 || $self->ut_number('refnum')
1546 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1547 || $self->ut_textn('custbatch')
1548 || $self->ut_name('last')
1549 || $self->ut_name('first')
1550 || $self->ut_snumbern('birthdate')
1551 || $self->ut_snumbern('signupdate')
1552 || $self->ut_textn('company')
1553 || $self->ut_text('address1')
1554 || $self->ut_textn('address2')
1555 || $self->ut_text('city')
1556 || $self->ut_textn('county')
1557 || $self->ut_textn('state')
1558 || $self->ut_country('country')
1559 || $self->ut_anything('comments')
1560 || $self->ut_numbern('referral_custnum')
1561 || $self->ut_textn('stateid')
1562 || $self->ut_textn('stateid_state')
1563 || $self->ut_textn('invoice_terms')
1564 || $self->ut_alphan('geocode')
1565 || $self->ut_floatn('cdr_termination_percentage')
1568 #barf. need message catalogs. i18n. etc.
1569 $error .= "Please select an advertising source."
1570 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1571 return $error if $error;
1573 return "Unknown agent"
1574 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1576 return "Unknown refnum"
1577 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1579 return "Unknown referring custnum: ". $self->referral_custnum
1580 unless ! $self->referral_custnum
1581 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1583 if ( $self->censustract ne '' ) {
1584 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1585 or return "Illegal census tract: ". $self->censustract;
1587 $self->censustract("$1.$2");
1590 if ( $self->ss eq '' ) {
1595 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1596 or return "Illegal social security number: ". $self->ss;
1597 $self->ss("$1-$2-$3");
1601 # bad idea to disable, causes billing to fail because of no tax rates later
1602 # unless ( $import ) {
1603 unless ( qsearch('cust_main_county', {
1604 'country' => $self->country,
1607 return "Unknown state/county/country: ".
1608 $self->state. "/". $self->county. "/". $self->country
1609 unless qsearch('cust_main_county',{
1610 'state' => $self->state,
1611 'county' => $self->county,
1612 'country' => $self->country,
1618 $self->ut_phonen('daytime', $self->country)
1619 || $self->ut_phonen('night', $self->country)
1620 || $self->ut_phonen('fax', $self->country)
1621 || $self->ut_zip('zip', $self->country)
1623 return $error if $error;
1625 if ( $conf->exists('cust_main-require_phone')
1626 && ! length($self->daytime) && ! length($self->night)
1629 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1631 : FS::Msgcat::_gettext('daytime');
1632 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1634 : FS::Msgcat::_gettext('night');
1636 return "$daytime_label or $night_label is required"
1640 if ( $self->has_ship_address
1641 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1642 $self->addr_fields )
1646 $self->ut_name('ship_last')
1647 || $self->ut_name('ship_first')
1648 || $self->ut_textn('ship_company')
1649 || $self->ut_text('ship_address1')
1650 || $self->ut_textn('ship_address2')
1651 || $self->ut_text('ship_city')
1652 || $self->ut_textn('ship_county')
1653 || $self->ut_textn('ship_state')
1654 || $self->ut_country('ship_country')
1656 return $error if $error;
1658 #false laziness with above
1659 unless ( qsearchs('cust_main_county', {
1660 'country' => $self->ship_country,
1663 return "Unknown ship_state/ship_county/ship_country: ".
1664 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1665 unless qsearch('cust_main_county',{
1666 'state' => $self->ship_state,
1667 'county' => $self->ship_county,
1668 'country' => $self->ship_country,
1674 $self->ut_phonen('ship_daytime', $self->ship_country)
1675 || $self->ut_phonen('ship_night', $self->ship_country)
1676 || $self->ut_phonen('ship_fax', $self->ship_country)
1677 || $self->ut_zip('ship_zip', $self->ship_country)
1679 return $error if $error;
1681 return "Unit # is required."
1682 if $self->ship_address2 =~ /^\s*$/
1683 && $conf->exists('cust_main-require_address2');
1685 } else { # ship_ info eq billing info, so don't store dup info in database
1687 $self->setfield("ship_$_", '')
1688 foreach $self->addr_fields;
1690 return "Unit # is required."
1691 if $self->address2 =~ /^\s*$/
1692 && $conf->exists('cust_main-require_address2');
1696 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1697 # or return "Illegal payby: ". $self->payby;
1699 FS::payby->can_payby($self->table, $self->payby)
1700 or return "Illegal payby: ". $self->payby;
1702 $error = $self->ut_numbern('paystart_month')
1703 || $self->ut_numbern('paystart_year')
1704 || $self->ut_numbern('payissue')
1705 || $self->ut_textn('paytype')
1707 return $error if $error;
1709 if ( $self->payip eq '' ) {
1712 $error = $self->ut_ip('payip');
1713 return $error if $error;
1716 # If it is encrypted and the private key is not availaible then we can't
1717 # check the credit card.
1718 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1720 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1722 my $payinfo = $self->payinfo;
1723 $payinfo =~ s/\D//g;
1724 $payinfo =~ /^(\d{13,16})$/
1725 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1727 $self->payinfo($payinfo);
1729 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1731 return gettext('unknown_card_type')
1732 if $self->payinfo !~ /^99\d{14}$/ #token
1733 && cardtype($self->payinfo) eq "Unknown";
1735 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1737 return 'Banned credit card: banned on '.
1738 time2str('%a %h %o at %r', $ban->_date).
1739 ' by '. $ban->otaker.
1740 ' (ban# '. $ban->bannum. ')';
1743 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1744 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1745 $self->paycvv =~ /^(\d{4})$/
1746 or return "CVV2 (CID) for American Express cards is four digits.";
1749 $self->paycvv =~ /^(\d{3})$/
1750 or return "CVV2 (CVC2/CID) is three digits.";
1757 my $cardtype = cardtype($payinfo);
1758 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1760 return "Start date or issue number is required for $cardtype cards"
1761 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1763 return "Start month must be between 1 and 12"
1764 if $self->paystart_month
1765 and $self->paystart_month < 1 || $self->paystart_month > 12;
1767 return "Start year must be 1990 or later"
1768 if $self->paystart_year
1769 and $self->paystart_year < 1990;
1771 return "Issue number must be beween 1 and 99"
1773 and $self->payissue < 1 || $self->payissue > 99;
1776 $self->paystart_month('');
1777 $self->paystart_year('');
1778 $self->payissue('');
1781 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1783 my $payinfo = $self->payinfo;
1784 $payinfo =~ s/[^\d\@]//g;
1785 if ( $conf->exists('echeck-nonus') ) {
1786 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1787 $payinfo = "$1\@$2";
1789 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1790 $payinfo = "$1\@$2";
1792 $self->payinfo($payinfo);
1795 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1797 return 'Banned ACH account: banned on '.
1798 time2str('%a %h %o at %r', $ban->_date).
1799 ' by '. $ban->otaker.
1800 ' (ban# '. $ban->bannum. ')';
1803 } elsif ( $self->payby eq 'LECB' ) {
1805 my $payinfo = $self->payinfo;
1806 $payinfo =~ s/\D//g;
1807 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1809 $self->payinfo($payinfo);
1812 } elsif ( $self->payby eq 'BILL' ) {
1814 $error = $self->ut_textn('payinfo');
1815 return "Illegal P.O. number: ". $self->payinfo if $error;
1818 } elsif ( $self->payby eq 'COMP' ) {
1820 my $curuser = $FS::CurrentUser::CurrentUser;
1821 if ( ! $self->custnum
1822 && ! $curuser->access_right('Complimentary customer')
1825 return "You are not permitted to create complimentary accounts."
1828 $error = $self->ut_textn('payinfo');
1829 return "Illegal comp account issuer: ". $self->payinfo if $error;
1832 } elsif ( $self->payby eq 'PREPAY' ) {
1834 my $payinfo = $self->payinfo;
1835 $payinfo =~ s/\W//g; #anything else would just confuse things
1836 $self->payinfo($payinfo);
1837 $error = $self->ut_alpha('payinfo');
1838 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1839 return "Unknown prepayment identifier"
1840 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1845 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1846 return "Expiration date required"
1847 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1851 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1852 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1853 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1854 ( $m, $y ) = ( $2, "19$1" );
1855 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1856 ( $m, $y ) = ( $3, "20$2" );
1858 return "Illegal expiration date: ". $self->paydate;
1860 $self->paydate("$y-$m-01");
1861 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1862 return gettext('expired_card')
1864 && !$ignore_expired_card
1865 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1868 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1869 ( ! $conf->exists('require_cardname')
1870 || $self->payby !~ /^(CARD|DCRD)$/ )
1872 $self->payname( $self->first. " ". $self->getfield('last') );
1874 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1875 or return gettext('illegal_name'). " payname: ". $self->payname;
1879 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1880 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1884 $self->otaker(getotaker) unless $self->otaker;
1886 warn "$me check AFTER: \n". $self->_dump
1889 $self->SUPER::check;
1894 Returns a list of fields which have ship_ duplicates.
1899 qw( last first company
1900 address1 address2 city county state zip country
1905 =item has_ship_address
1907 Returns true if this customer record has a separate shipping address.
1911 sub has_ship_address {
1913 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1918 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1919 city, county, state, zip, country. The shipping address is used if present.
1923 #geocode? dependent on tax-ship_address config, not available in cust_location
1924 #mostly. not yet then.
1928 my $prefix = $self->has_ship_address ? 'ship_' : '';
1930 map { $_ => $self->get($prefix.$_) }
1931 qw( address1 address2 city county state zip country geocode );
1932 #fields that cust_location has
1935 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1937 Returns all packages (see L<FS::cust_pkg>) for this customer.
1943 my $extra_qsearch = ref($_[0]) ? shift : {};
1945 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1948 if ( $self->{'_pkgnum'} ) {
1949 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1951 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1954 sort sort_packages @cust_pkg;
1959 Synonym for B<all_pkgs>.
1964 shift->all_pkgs(@_);
1969 Returns all locations (see L<FS::cust_location>) for this customer.
1975 qsearch('cust_location', { 'custnum' => $self->custnum } );
1978 =item location_label [ OPTION => VALUE ... ]
1980 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
1988 used to separate the address elements (defaults to ', ')
1990 =item escape_function
1992 a callback used for escaping the text of the address elements
1998 # false laziness with FS::cust_location::line
2000 sub location_label {
2004 my $separator = $opt{join_string} || ', ';
2005 my $escape = $opt{escape_function} || sub{ shift };
2007 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2008 my $prefix = length($self->ship_last) ? 'ship_' : '';
2011 foreach (qw ( address1 address2 ) ) {
2012 my $method = "$prefix$_";
2013 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2018 foreach (qw ( city county state zip ) ) {
2019 my $method = "$prefix$_";
2020 if ( $self->$method ) {
2021 $line .= ' (' if $method eq 'county';
2022 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2023 $line .= ' )' if $method eq 'county';
2027 $line .= $separator. &$escape(code2country($self->country))
2028 if $self->country ne $cydefault;
2033 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2035 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2039 sub ncancelled_pkgs {
2041 my $extra_qsearch = ref($_[0]) ? shift : {};
2043 return $self->num_ncancelled_pkgs unless wantarray;
2046 if ( $self->{'_pkgnum'} ) {
2048 warn "$me ncancelled_pkgs: returning cached objects"
2051 @cust_pkg = grep { ! $_->getfield('cancel') }
2052 values %{ $self->{'_pkgnum'}->cache };
2056 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2057 $self->custnum. "\n"
2060 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2062 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2066 sort sort_packages @cust_pkg;
2072 my $extra_qsearch = ref($_[0]) ? shift : {};
2074 $extra_qsearch->{'select'} ||= '*';
2075 $extra_qsearch->{'select'} .=
2076 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2080 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2085 'table' => 'cust_pkg',
2086 'hashref' => { 'custnum' => $self->custnum },
2091 # This should be generalized to use config options to determine order.
2094 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2095 return $locationsort if $locationsort;
2097 if ( $a->get('cancel') xor $b->get('cancel') ) {
2098 return -1 if $b->get('cancel');
2099 return 1 if $a->get('cancel');
2100 #shouldn't get here...
2103 my $a_num_cust_svc = $a->num_cust_svc;
2104 my $b_num_cust_svc = $b->num_cust_svc;
2105 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2106 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2107 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2108 my @a_cust_svc = $a->cust_svc;
2109 my @b_cust_svc = $b->cust_svc;
2110 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2115 =item suspended_pkgs
2117 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2121 sub suspended_pkgs {
2123 grep { $_->susp } $self->ncancelled_pkgs;
2126 =item unflagged_suspended_pkgs
2128 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2129 customer (thouse packages without the `manual_flag' set).
2133 sub unflagged_suspended_pkgs {
2135 return $self->suspended_pkgs
2136 unless dbdef->table('cust_pkg')->column('manual_flag');
2137 grep { ! $_->manual_flag } $self->suspended_pkgs;
2140 =item unsuspended_pkgs
2142 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2147 sub unsuspended_pkgs {
2149 grep { ! $_->susp } $self->ncancelled_pkgs;
2152 =item next_bill_date
2154 Returns the next date this customer will be billed, as a UNIX timestamp, or
2155 undef if no active package has a next bill date.
2159 sub next_bill_date {
2161 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2164 =item num_cancelled_pkgs
2166 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2171 sub num_cancelled_pkgs {
2172 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2175 sub num_ncancelled_pkgs {
2176 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2180 my( $self ) = shift;
2181 my $sql = scalar(@_) ? shift : '';
2182 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2183 my $sth = dbh->prepare(
2184 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2185 ) or die dbh->errstr;
2186 $sth->execute($self->custnum) or die $sth->errstr;
2187 $sth->fetchrow_arrayref->[0];
2192 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2193 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2194 on success or a list of errors.
2200 grep { $_->unsuspend } $self->suspended_pkgs;
2205 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2207 Returns a list: an empty list on success or a list of errors.
2213 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2216 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2218 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2219 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2220 of a list of pkgparts; the hashref has the following keys:
2224 =item pkgparts - listref of pkgparts
2226 =item (other options are passed to the suspend method)
2231 Returns a list: an empty list on success or a list of errors.
2235 sub suspend_if_pkgpart {
2237 my (@pkgparts, %opt);
2238 if (ref($_[0]) eq 'HASH'){
2239 @pkgparts = @{$_[0]{pkgparts}};
2244 grep { $_->suspend(%opt) }
2245 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2246 $self->unsuspended_pkgs;
2249 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2251 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2252 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2253 instead of a list of pkgparts; the hashref has the following keys:
2257 =item pkgparts - listref of pkgparts
2259 =item (other options are passed to the suspend method)
2263 Returns a list: an empty list on success or a list of errors.
2267 sub suspend_unless_pkgpart {
2269 my (@pkgparts, %opt);
2270 if (ref($_[0]) eq 'HASH'){
2271 @pkgparts = @{$_[0]{pkgparts}};
2276 grep { $_->suspend(%opt) }
2277 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2278 $self->unsuspended_pkgs;
2281 =item cancel [ OPTION => VALUE ... ]
2283 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2285 Available options are:
2289 =item quiet - can be set true to supress email cancellation notices.
2291 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2293 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2295 =item nobill - can be set true to skip billing if it might otherwise be done.
2299 Always returns a list: an empty list on success or a list of errors.
2303 # nb that dates are not specified as valid options to this method
2306 my( $self, %opt ) = @_;
2308 warn "$me cancel called on customer ". $self->custnum. " with options ".
2309 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2312 return ( 'access denied' )
2313 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2315 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2317 #should try decryption (we might have the private key)
2318 # and if not maybe queue a job for the server that does?
2319 return ( "Can't (yet) ban encrypted credit cards" )
2320 if $self->is_encrypted($self->payinfo);
2322 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2323 my $error = $ban->insert;
2324 return ( $error ) if $error;
2328 my @pkgs = $self->ncancelled_pkgs;
2330 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2332 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2333 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2337 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2338 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2341 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2344 sub _banned_pay_hashref {
2355 'payby' => $payby2ban{$self->payby},
2356 'payinfo' => md5_base64($self->payinfo),
2357 #don't ever *search* on reason! #'reason' =>
2363 Returns all notes (see L<FS::cust_main_note>) for this customer.
2370 qsearch( 'cust_main_note',
2371 { 'custnum' => $self->custnum },
2373 'ORDER BY _DATE DESC'
2379 Returns the agent (see L<FS::agent>) for this customer.
2385 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2390 Returns the customer class, as an FS::cust_class object, or the empty string
2391 if there is no customer class.
2397 if ( $self->classnum ) {
2398 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2406 Returns the customer category name, or the empty string if there is no customer
2413 my $cust_class = $self->cust_class;
2415 ? $cust_class->categoryname
2421 Returns the customer class name, or the empty string if there is no customer
2428 my $cust_class = $self->cust_class;
2430 ? $cust_class->classname
2435 =item bill_and_collect
2437 Cancels and suspends any packages due, generates bills, applies payments and
2438 credits, and applies collection events to run cards, send bills and notices,
2441 By default, warns on errors and continues with the next operation (but see the
2442 "fatal" flag below).
2444 Options are passed as name-value pairs. Currently available options are:
2450 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2454 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2458 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2462 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2466 If set true, re-charges setup fees.
2470 If set any errors prevent subsequent operations from continusing. If set
2471 specifically to "return", returns the error (or false, if there is no error).
2472 Any other true value causes errors to die.
2476 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2480 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2481 options of those methods are also available.
2485 sub bill_and_collect {
2486 my( $self, %options ) = @_;
2490 #$options{actual_time} not $options{time} because freeside-daily -d is for
2491 #pre-printing invoices
2493 $options{'actual_time'} ||= time;
2495 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2497 $error = "Error expiring custnum ". $self->custnum. ": $error";
2498 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2499 elsif ( $options{fatal} ) { die $error; }
2500 else { warn $error; }
2503 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2505 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2506 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2507 elsif ( $options{fatal} ) { die $error; }
2508 else { warn $error; }
2511 $error = $self->bill( %options );
2513 $error = "Error billing custnum ". $self->custnum. ": $error";
2514 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2515 elsif ( $options{fatal} ) { die $error; }
2516 else { warn $error; }
2519 $error = $self->apply_payments_and_credits;
2521 $error = "Error applying custnum ". $self->custnum. ": $error";
2522 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2523 elsif ( $options{fatal} ) { die $error; }
2524 else { warn $error; }
2527 unless ( $conf->exists('cancelled_cust-noevents')
2528 && ! $self->num_ncancelled_pkgs
2530 $error = $self->collect( %options );
2532 $error = "Error collecting custnum ". $self->custnum. ": $error";
2533 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2534 elsif ($options{fatal} ) { die $error; }
2535 else { warn $error; }
2543 sub cancel_expired_pkgs {
2544 my ( $self, $time, %options ) = @_;
2546 my @cancel_pkgs = $self->ncancelled_pkgs( {
2547 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2552 foreach my $cust_pkg ( @cancel_pkgs ) {
2553 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2554 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2555 'reason_otaker' => $cpr->otaker
2559 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2562 scalar(@errors) ? join(' / ', @errors) : '';
2566 sub suspend_adjourned_pkgs {
2567 my ( $self, $time, %options ) = @_;
2569 my @susp_pkgs = $self->ncancelled_pkgs( {
2571 " AND ( susp IS NULL OR susp = 0 )
2572 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2573 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2578 #only because there's no SQL test for is_prepaid :/
2580 grep { ( $_->part_pkg->is_prepaid
2585 && $_->adjourn <= $time
2593 foreach my $cust_pkg ( @susp_pkgs ) {
2594 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2595 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2596 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2597 'reason_otaker' => $cpr->otaker
2601 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2604 scalar(@errors) ? join(' / ', @errors) : '';
2610 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2611 conjunction with the collect method by calling B<bill_and_collect>.
2613 If there is an error, returns the error, otherwise returns false.
2615 Options are passed as name-value pairs. Currently available options are:
2621 If set true, re-charges setup fees.
2625 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2629 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2633 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2635 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2639 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2643 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2647 This boolean value informs the us that the package is being cancelled. This
2648 typically might mean not charging the normal recurring fee but only usage
2649 fees since the last billing. Setup charges may be charged. Not all package
2650 plans support this feature (they tend to charge 0).
2654 Optional terms to be printed on this invoice. Otherwise, customer-specific
2655 terms or the default terms are used.
2662 my( $self, %options ) = @_;
2663 return '' if $self->payby eq 'COMP';
2664 warn "$me bill customer ". $self->custnum. "\n"
2667 my $time = $options{'time'} || time;
2668 my $invoice_time = $options{'invoice_time'} || $time;
2670 $options{'not_pkgpart'} ||= {};
2671 $options{'not_pkgpart'} = { map { $_ => 1 }
2672 split(/\s*,\s*/, $options{'not_pkgpart'})
2674 unless ref($options{'not_pkgpart'});
2676 local $SIG{HUP} = 'IGNORE';
2677 local $SIG{INT} = 'IGNORE';
2678 local $SIG{QUIT} = 'IGNORE';
2679 local $SIG{TERM} = 'IGNORE';
2680 local $SIG{TSTP} = 'IGNORE';
2681 local $SIG{PIPE} = 'IGNORE';
2683 my $oldAutoCommit = $FS::UID::AutoCommit;
2684 local $FS::UID::AutoCommit = 0;
2687 $self->select_for_update; #mutex
2689 my $error = $self->do_cust_event(
2690 'debug' => ( $options{'debug'} || 0 ),
2691 'time' => $invoice_time,
2692 'check_freq' => $options{'check_freq'},
2693 'stage' => 'pre-bill',
2696 $dbh->rollback if $oldAutoCommit;
2700 #keep auto-charge and non-auto-charge line items separate
2701 my @passes = ( '', 'no_auto' );
2703 my %cust_bill_pkg = map { $_ => [] } @passes;
2706 # find the packages which are due for billing, find out how much they are
2707 # & generate invoice database.
2710 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2711 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2713 my %taxlisthash = map { $_ => {} } @passes;
2715 my @precommit_hooks = ();
2717 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2718 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2720 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2722 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2724 #? to avoid use of uninitialized value errors... ?
2725 $cust_pkg->setfield('bill', '')
2726 unless defined($cust_pkg->bill);
2728 #my $part_pkg = $cust_pkg->part_pkg;
2730 my $real_pkgpart = $cust_pkg->pkgpart;
2731 my %hash = $cust_pkg->hash;
2733 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2735 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2737 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2740 $self->_make_lines( 'part_pkg' => $part_pkg,
2741 'cust_pkg' => $cust_pkg,
2742 'precommit_hooks' => \@precommit_hooks,
2743 'line_items' => $cust_bill_pkg{$pass},
2744 'setup' => $total_setup{$pass},
2745 'recur' => $total_recur{$pass},
2746 'tax_matrix' => $taxlisthash{$pass},
2748 'real_pkgpart' => $real_pkgpart,
2749 'options' => \%options,
2752 $dbh->rollback if $oldAutoCommit;
2756 } #foreach my $part_pkg
2758 } #foreach my $cust_pkg
2760 #if the customer isn't on an automatic payby, everything can go on a single
2762 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
2763 #merge everything into one list
2766 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
2768 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
2770 next unless @cust_bill_pkg; #don't create an invoice w/o line items
2772 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2773 !$conf->exists('postal_invoice-recurring_only')
2777 my $postal_pkg = $self->charge_postal_fee();
2778 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2780 $dbh->rollback if $oldAutoCommit;
2781 return "can't charge postal invoice fee for customer ".
2782 $self->custnum. ": $postal_pkg";
2784 } elsif ( $postal_pkg ) {
2786 my $real_pkgpart = $postal_pkg->pkgpart;
2787 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2788 my %postal_options = %options;
2789 delete $postal_options{cancel};
2791 $self->_make_lines( 'part_pkg' => $part_pkg,
2792 'cust_pkg' => $postal_pkg,
2793 'precommit_hooks' => \@precommit_hooks,
2794 'line_items' => \@cust_bill_pkg,
2795 'setup' => $total_setup{$pass},
2796 'recur' => $total_recur{$pass},
2797 'tax_matrix' => $taxlisthash{$pass},
2799 'real_pkgpart' => $real_pkgpart,
2800 'options' => \%postal_options,
2803 $dbh->rollback if $oldAutoCommit;
2812 my $listref_or_error =
2813 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
2815 unless ( ref( $listref_or_error ) ) {
2816 $dbh->rollback if $oldAutoCommit;
2817 return $listref_or_error;
2820 foreach my $taxline ( @$listref_or_error ) {
2821 ${ $total_setup{$pass} } =
2822 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
2823 push @cust_bill_pkg, $taxline;
2826 #add tax adjustments
2827 warn "adding tax adjustments...\n" if $DEBUG > 2;
2828 foreach my $cust_tax_adjustment (
2829 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2835 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2837 my $itemdesc = $cust_tax_adjustment->taxname;
2838 $itemdesc = '' if $itemdesc eq 'Tax';
2840 push @cust_bill_pkg, new FS::cust_bill_pkg {
2846 'itemdesc' => $itemdesc,
2847 'itemcomment' => $cust_tax_adjustment->comment,
2848 'cust_tax_adjustment' => $cust_tax_adjustment,
2849 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2854 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
2856 my @cust_bill = $self->cust_bill;
2857 my $balance = $self->balance;
2858 my $previous_balance = scalar(@cust_bill)
2859 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2862 $previous_balance += $cust_bill[$#cust_bill]->charged
2863 if scalar(@cust_bill);
2864 #my $balance_adjustments =
2865 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2867 #create the new invoice
2868 my $cust_bill = new FS::cust_bill ( {
2869 'custnum' => $self->custnum,
2870 '_date' => ( $invoice_time ),
2871 'charged' => $charged,
2872 'billing_balance' => $balance,
2873 'previous_balance' => $previous_balance,
2874 'invoice_terms' => $options{'invoice_terms'},
2876 $error = $cust_bill->insert;
2878 $dbh->rollback if $oldAutoCommit;
2879 return "can't create invoice for customer #". $self->custnum. ": $error";
2882 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2883 $cust_bill_pkg->invnum($cust_bill->invnum);
2884 my $error = $cust_bill_pkg->insert;
2886 $dbh->rollback if $oldAutoCommit;
2887 return "can't create invoice line item: $error";
2891 } #foreach my $pass ( keys %cust_bill_pkg )
2893 foreach my $hook ( @precommit_hooks ) {
2895 &{$hook}; #($self) ?
2898 $dbh->rollback if $oldAutoCommit;
2899 return "$@ running precommit hook $hook\n";
2903 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2907 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2909 This is a weird one. Perhaps it should not even be exposed.
2911 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2912 Usually used internally by bill method B<bill>.
2914 If there is an error, returns the error, otherwise returns reference to a
2915 list of line items suitable for insertion.
2921 An array ref of the line items being billed.
2925 A strange beast. The keys to this hash are internal identifiers consisting
2926 of the name of the tax object type, a space, and its unique identifier ( e.g.
2927 'cust_main_county 23' ). The values of the hash are listrefs. The first
2928 item in the list is the tax object. The remaining items are either line
2929 items or floating point values (currency amounts).
2931 The taxes are calculated on this entity. Calculated exemption records are
2932 transferred to the LINEITEMREF items on the assumption that they are related.
2938 This specifies the date appearing on the associated invoice. Some
2939 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
2944 sub calculate_taxes {
2945 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
2947 my @tax_line_items = ();
2949 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2951 # keys are tax names (as printed on invoices / itemdesc )
2952 # values are listrefs of taxlisthash keys (internal identifiers)
2955 # keys are taxlisthash keys (internal identifiers)
2956 # values are (cumulative) amounts
2959 # keys are taxlisthash keys (internal identifiers)
2960 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2961 my %tax_location = ();
2963 # keys are taxlisthash keys (internal identifiers)
2964 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2965 my %tax_rate_location = ();
2967 foreach my $tax ( keys %$taxlisthash ) {
2968 my $tax_object = shift @{ $taxlisthash->{$tax} };
2969 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2970 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
2971 my $hashref_or_error =
2972 $tax_object->taxline( $taxlisthash->{$tax},
2973 'custnum' => $self->custnum,
2974 'invoice_time' => $invoice_time
2976 return $hashref_or_error unless ref($hashref_or_error);
2978 unshift @{ $taxlisthash->{$tax} }, $tax_object;
2980 my $name = $hashref_or_error->{'name'};
2981 my $amount = $hashref_or_error->{'amount'};
2983 #warn "adding $amount as $name\n";
2984 $taxname{ $name } ||= [];
2985 push @{ $taxname{ $name } }, $tax;
2987 $tax{ $tax } += $amount;
2989 $tax_location{ $tax } ||= [];
2990 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2991 push @{ $tax_location{ $tax } },
2993 'taxnum' => $tax_object->taxnum,
2994 'taxtype' => ref($tax_object),
2995 'pkgnum' => $tax_object->get('pkgnum'),
2996 'locationnum' => $tax_object->get('locationnum'),
2997 'amount' => sprintf('%.2f', $amount ),
3001 $tax_rate_location{ $tax } ||= [];
3002 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3003 my $taxratelocationnum =
3004 $tax_object->tax_rate_location->taxratelocationnum;
3005 push @{ $tax_rate_location{ $tax } },
3007 'taxnum' => $tax_object->taxnum,
3008 'taxtype' => ref($tax_object),
3009 'amount' => sprintf('%.2f', $amount ),
3010 'locationtaxid' => $tax_object->location,
3011 'taxratelocationnum' => $taxratelocationnum,
3017 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3018 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3019 foreach my $tax ( keys %$taxlisthash ) {
3020 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3021 next unless ref($_) eq 'FS::cust_bill_pkg';
3023 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3024 splice( @{ $_->_cust_tax_exempt_pkg } );
3028 #consolidate and create tax line items
3029 warn "consolidating and generating...\n" if $DEBUG > 2;
3030 foreach my $taxname ( keys %taxname ) {
3033 my @cust_bill_pkg_tax_location = ();
3034 my @cust_bill_pkg_tax_rate_location = ();
3035 warn "adding $taxname\n" if $DEBUG > 1;
3036 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3037 next if $seen{$taxitem}++;
3038 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3039 $tax += $tax{$taxitem};
3040 push @cust_bill_pkg_tax_location,
3041 map { new FS::cust_bill_pkg_tax_location $_ }
3042 @{ $tax_location{ $taxitem } };
3043 push @cust_bill_pkg_tax_rate_location,
3044 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3045 @{ $tax_rate_location{ $taxitem } };
3049 $tax = sprintf('%.2f', $tax );
3051 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3057 if ( $pkg_category and
3058 $conf->config('invoice_latexsummary') ||
3059 $conf->config('invoice_htmlsummary')
3063 my %hash = ( 'section' => $pkg_category->categoryname );
3064 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3068 push @tax_line_items, new FS::cust_bill_pkg {
3074 'itemdesc' => $taxname,
3075 'display' => \@display,
3076 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3077 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3086 my ($self, %params) = @_;
3088 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3089 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3090 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3091 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3092 my $total_setup = $params{setup} or die "no setup accumulator specified";
3093 my $total_recur = $params{recur} or die "no recur accumulator specified";
3094 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3095 my $time = $params{'time'} or die "no time specified";
3096 my (%options) = %{$params{options}};
3099 my $real_pkgpart = $params{real_pkgpart};
3100 my %hash = $cust_pkg->hash;
3101 my $old_cust_pkg = new FS::cust_pkg \%hash;
3107 $cust_pkg->pkgpart($part_pkg->pkgpart);
3115 if ( $options{'resetup'}
3116 || ( ! $cust_pkg->setup
3117 && ( ! $cust_pkg->start_date
3118 || $cust_pkg->start_date <= $time
3120 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3121 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3122 ! $cust_pkg->getfield('susp')
3129 warn " bill setup\n" if $DEBUG > 1;
3132 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3133 return "$@ running calc_setup for $cust_pkg\n"
3136 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3138 $cust_pkg->setfield('setup', $time)
3139 unless $cust_pkg->setup;
3140 #do need it, but it won't get written to the db
3141 #|| $cust_pkg->pkgpart != $real_pkgpart;
3143 $cust_pkg->setfield('start_date', '')
3144 if $cust_pkg->start_date;
3149 # bill recurring fee
3152 #XXX unit stuff here too
3156 if ( ! $cust_pkg->get('susp')
3157 and ! $cust_pkg->get('start_date')
3158 and ( $part_pkg->getfield('freq') ne '0'
3159 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3161 || ( $part_pkg->plan eq 'voip_cdr'
3162 && $part_pkg->option('bill_every_call')
3164 || ( $options{cancel} )
3167 # XXX should this be a package event? probably. events are called
3168 # at collection time at the moment, though...
3169 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3170 if $part_pkg->can('reset_usage');
3171 #don't want to reset usage just cause we want a line item??
3172 #&& $part_pkg->pkgpart == $real_pkgpart;
3174 warn " bill recur\n" if $DEBUG > 1;
3177 # XXX shared with $recur_prog
3178 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3182 #over two params! lets at least switch to a hashref for the rest...
3183 my $increment_next_bill = ( $part_pkg->freq ne '0'
3184 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3185 && !$options{cancel}
3187 my %param = ( 'precommit_hooks' => $precommit_hooks,
3188 'increment_next_bill' => $increment_next_bill,
3189 'discounts' => \@discounts,
3192 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3193 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3194 return "$@ running $method for $cust_pkg\n"
3197 if ( $increment_next_bill ) {
3199 my $next_bill = $part_pkg->add_freq($sdate);
3200 return "unparsable frequency: ". $part_pkg->freq
3201 if $next_bill == -1;
3203 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3204 # only for figuring next bill date, nothing else, so, reset $sdate again
3206 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3207 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3208 $cust_pkg->last_bill($sdate);
3210 $cust_pkg->setfield('bill', $next_bill );
3216 warn "\$setup is undefined" unless defined($setup);
3217 warn "\$recur is undefined" unless defined($recur);
3218 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3221 # If there's line items, create em cust_bill_pkg records
3222 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3227 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3228 # hmm.. and if just the options are modified in some weird price plan?
3230 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3233 my $error = $cust_pkg->replace( $old_cust_pkg,
3234 'options' => { $cust_pkg->options },
3236 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3237 if $error; #just in case
3240 $setup = sprintf( "%.2f", $setup );
3241 $recur = sprintf( "%.2f", $recur );
3242 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3243 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3245 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3246 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3249 if ( $setup != 0 || $recur != 0 ) {
3251 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3254 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3256 warn " adding customer package invoice detail: $_\n"
3257 foreach @cust_pkg_detail;
3259 push @details, @cust_pkg_detail;
3261 my $cust_bill_pkg = new FS::cust_bill_pkg {
3262 'pkgnum' => $cust_pkg->pkgnum,
3264 'unitsetup' => $unitsetup,
3266 'unitrecur' => $unitrecur,
3267 'quantity' => $cust_pkg->quantity,
3268 'details' => \@details,
3269 'discounts' => \@discounts,
3270 'hidden' => $part_pkg->hidden,
3273 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3274 $cust_bill_pkg->sdate( $hash{last_bill} );
3275 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3276 $cust_bill_pkg->edate( $time ) if $options{cancel};
3277 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3278 $cust_bill_pkg->sdate( $sdate );
3279 $cust_bill_pkg->edate( $cust_pkg->bill );
3280 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3283 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3284 unless $part_pkg->pkgpart == $real_pkgpart;
3286 $$total_setup += $setup;
3287 $$total_recur += $recur;
3294 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3295 return $error if $error;
3297 push @$cust_bill_pkgs, $cust_bill_pkg;
3299 } #if $setup != 0 || $recur != 0
3309 my $part_pkg = shift;
3310 my $taxlisthash = shift;
3311 my $cust_bill_pkg = shift;
3312 my $cust_pkg = shift;
3313 my $invoice_time = shift;
3314 my $real_pkgpart = shift;
3315 my $options = shift;
3317 my %cust_bill_pkg = ();
3321 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3322 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3323 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3324 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3326 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3328 if ( $conf->exists('enable_taxproducts')
3329 && ( scalar($part_pkg->part_pkg_taxoverride)
3330 || $part_pkg->has_taxproduct
3335 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3336 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3339 foreach my $class (@classes) {
3340 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3341 return $err_or_ref unless ref($err_or_ref);
3342 $taxes{$class} = $err_or_ref;
3345 unless (exists $taxes{''}) {
3346 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3347 return $err_or_ref unless ref($err_or_ref);
3348 $taxes{''} = $err_or_ref;
3353 my @loc_keys = qw( city county state country );
3355 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3356 my $cust_location = $cust_pkg->cust_location;
3357 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3360 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3363 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3366 $taxhash{'taxclass'} = $part_pkg->taxclass;
3369 my %taxhash_elim = %taxhash;
3370 my @elim = qw( city county state );
3373 #first try a match with taxclass
3374 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3376 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3377 #then try a match without taxclass
3378 my %no_taxclass = %taxhash_elim;
3379 $no_taxclass{ 'taxclass' } = '';
3380 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3383 $taxhash_elim{ shift(@elim) } = '';
3385 } while ( !scalar(@taxes) && scalar(@elim) );
3387 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3389 if $self->cust_main_exemption; #just to be safe
3391 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3393 $_->set('pkgnum', $cust_pkg->pkgnum );
3394 $_->set('locationnum', $cust_pkg->locationnum );
3398 $taxes{''} = [ @taxes ];
3399 $taxes{'setup'} = [ @taxes ];
3400 $taxes{'recur'} = [ @taxes ];
3401 $taxes{$_} = [ @taxes ] foreach (@classes);
3403 # # maybe eliminate this entirely, along with all the 0% records
3404 # unless ( @taxes ) {
3406 # "fatal: can't find tax rate for state/county/country/taxclass ".
3407 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3410 } #if $conf->exists('enable_taxproducts') ...
3415 my $separate = $conf->exists('separate_usage');
3416 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3417 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3419 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3420 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3421 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3424 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3425 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3427 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3428 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3430 push @display, new FS::cust_bill_pkg_display
3433 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3437 if ($separate && $section && $summary) {
3438 push @display, new FS::cust_bill_pkg_display { type => 'U',
3443 if ($usage_mandate || $section && $summary) {
3444 $hash{post_total} = 'Y';
3447 $hash{section} = $section if ($separate || $usage_mandate);
3448 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3451 $cust_bill_pkg->set('display', \@display);
3453 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3454 foreach my $key (keys %tax_cust_bill_pkg) {
3455 my @taxes = @{ $taxes{$key} || [] };
3456 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3458 my %localtaxlisthash = ();
3459 foreach my $tax ( @taxes ) {
3461 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3462 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3463 # ' locationnum'. $cust_pkg->locationnum
3464 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3466 $taxlisthash->{ $taxname } ||= [ $tax ];
3467 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3469 $localtaxlisthash{ $taxname } ||= [ $tax ];
3470 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3474 warn "finding taxed taxes...\n" if $DEBUG > 2;
3475 foreach my $tax ( keys %localtaxlisthash ) {
3476 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3477 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3479 next unless $tax_object->can('tax_on_tax');
3481 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3482 my $totname = ref( $tot ). ' '. $tot->taxnum;
3484 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3486 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3488 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3489 my $hashref_or_error =
3490 $tax_object->taxline( $localtaxlisthash{$tax},
3491 'custnum' => $self->custnum,
3492 'invoice_time' => $invoice_time,
3494 return $hashref_or_error
3495 unless ref($hashref_or_error);
3497 $taxlisthash->{ $totname } ||= [ $tot ];
3498 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3510 my $part_pkg = shift;
3514 my $geocode = $self->geocode('cch');
3516 my @taxclassnums = map { $_->taxclassnum }
3517 $part_pkg->part_pkg_taxoverride($class);
3519 unless (@taxclassnums) {
3520 @taxclassnums = map { $_->taxclassnum }
3521 grep { $_->taxable eq 'Y' }
3522 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3524 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3529 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3531 @taxes = qsearch({ 'table' => 'tax_rate',
3532 'hashref' => { 'geocode' => $geocode, },
3533 'extra_sql' => $extra_sql,
3535 if scalar(@taxclassnums);
3537 warn "Found taxes ".
3538 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3545 =item collect [ HASHREF | OPTION => VALUE ... ]
3547 (Attempt to) collect money for this customer's outstanding invoices (see
3548 L<FS::cust_bill>). Usually used after the bill method.
3550 Actions are now triggered by billing events; see L<FS::part_event> and the
3551 billing events web interface. Old-style invoice events (see
3552 L<FS::part_bill_event>) have been deprecated.
3554 If there is an error, returns the error, otherwise returns false.
3556 Options are passed as name-value pairs.
3558 Currently available options are:
3564 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3568 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3572 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3576 set true to surpress email card/ACH decline notices.
3580 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3586 # allows for one time override of normal customer billing method
3591 my( $self, %options ) = @_;
3592 my $invoice_time = $options{'invoice_time'} || time;
3595 local $SIG{HUP} = 'IGNORE';
3596 local $SIG{INT} = 'IGNORE';
3597 local $SIG{QUIT} = 'IGNORE';
3598 local $SIG{TERM} = 'IGNORE';
3599 local $SIG{TSTP} = 'IGNORE';
3600 local $SIG{PIPE} = 'IGNORE';
3602 my $oldAutoCommit = $FS::UID::AutoCommit;
3603 local $FS::UID::AutoCommit = 0;
3606 $self->select_for_update; #mutex
3609 my $balance = $self->balance;
3610 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3613 if ( exists($options{'retry_card'}) ) {
3614 carp 'retry_card option passed to collect is deprecated; use retry';
3615 $options{'retry'} ||= $options{'retry_card'};
3617 if ( exists($options{'retry'}) && $options{'retry'} ) {
3618 my $error = $self->retry_realtime;
3620 $dbh->rollback if $oldAutoCommit;
3625 my $error = $self->do_cust_event(
3626 'debug' => ( $options{'debug'} || 0 ),
3627 'time' => $invoice_time,
3628 'check_freq' => $options{'check_freq'},
3629 'stage' => 'collect',
3632 $dbh->rollback if $oldAutoCommit;
3636 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3641 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3643 Runs billing events; see L<FS::part_event> and the billing events web
3646 If there is an error, returns the error, otherwise returns false.
3648 Options are passed as name-value pairs.
3650 Currently available options are:
3656 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3660 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3664 "collect" (the default) or "pre-bill"
3668 set true to surpress email card/ACH decline notices.
3672 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3678 # allows for one time override of normal customer billing method
3682 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3685 my( $self, %options ) = @_;
3686 my $time = $options{'time'} || time;
3689 local $SIG{HUP} = 'IGNORE';
3690 local $SIG{INT} = 'IGNORE';
3691 local $SIG{QUIT} = 'IGNORE';
3692 local $SIG{TERM} = 'IGNORE';
3693 local $SIG{TSTP} = 'IGNORE';
3694 local $SIG{PIPE} = 'IGNORE';
3696 my $oldAutoCommit = $FS::UID::AutoCommit;
3697 local $FS::UID::AutoCommit = 0;
3700 $self->select_for_update; #mutex
3703 my $balance = $self->balance;
3704 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3707 # if ( exists($options{'retry_card'}) ) {
3708 # carp 'retry_card option passed to collect is deprecated; use retry';
3709 # $options{'retry'} ||= $options{'retry_card'};
3711 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3712 # my $error = $self->retry_realtime;
3714 # $dbh->rollback if $oldAutoCommit;
3719 # false laziness w/pay_batch::import_results
3721 my $due_cust_event = $self->due_cust_event(
3722 'debug' => ( $options{'debug'} || 0 ),
3724 'check_freq' => $options{'check_freq'},
3725 'stage' => ( $options{'stage'} || 'collect' ),
3727 unless( ref($due_cust_event) ) {
3728 $dbh->rollback if $oldAutoCommit;
3729 return $due_cust_event;
3732 foreach my $cust_event ( @$due_cust_event ) {
3736 #re-eval event conditions (a previous event could have changed things)
3737 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3738 #don't leave stray "new/locked" records around
3739 my $error = $cust_event->delete;
3741 #gah, even with transactions
3742 $dbh->commit if $oldAutoCommit; #well.
3749 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3750 warn " running cust_event ". $cust_event->eventnum. "\n"
3754 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3755 if ( my $error = $cust_event->do_event() ) {
3756 #XXX wtf is this? figure out a proper dealio with return value
3758 # gah, even with transactions.
3759 $dbh->commit if $oldAutoCommit; #well.
3766 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3771 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3773 Inserts database records for and returns an ordered listref of new events due
3774 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3775 events are due, an empty listref is returned. If there is an error, returns a
3776 scalar error message.
3778 To actually run the events, call each event's test_condition method, and if
3779 still true, call the event's do_event method.
3781 Options are passed as a hashref or as a list of name-value pairs. Available
3788 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3792 "collect" (the default) or "pre-bill"
3796 "Current time" for the events.
3800 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3804 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3808 Explicitly pass the objects to be tested (typically used with eventtable).
3812 Set to true to return the objects, but not actually insert them into the
3819 sub due_cust_event {
3821 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3824 #my $DEBUG = $opt{'debug'}
3825 local($DEBUG) = $opt{'debug'}
3826 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3828 warn "$me due_cust_event called with options ".
3829 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3832 $opt{'time'} ||= time;
3834 local $SIG{HUP} = 'IGNORE';
3835 local $SIG{INT} = 'IGNORE';
3836 local $SIG{QUIT} = 'IGNORE';
3837 local $SIG{TERM} = 'IGNORE';
3838 local $SIG{TSTP} = 'IGNORE';
3839 local $SIG{PIPE} = 'IGNORE';
3841 my $oldAutoCommit = $FS::UID::AutoCommit;
3842 local $FS::UID::AutoCommit = 0;
3845 $self->select_for_update #mutex
3846 unless $opt{testonly};
3849 # find possible events (initial search)
3852 my @cust_event = ();
3854 my @eventtable = $opt{'eventtable'}
3855 ? ( $opt{'eventtable'} )
3856 : FS::part_event->eventtables_runorder;
3858 foreach my $eventtable ( @eventtable ) {
3861 if ( $opt{'objects'} ) {
3863 @objects = @{ $opt{'objects'} };
3867 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3868 @objects = ( $eventtable eq 'cust_main' )
3870 : ( $self->$eventtable() );
3874 my @e_cust_event = ();
3876 my $cross = "CROSS JOIN $eventtable";
3877 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3878 unless $eventtable eq 'cust_main';
3880 foreach my $object ( @objects ) {
3882 #this first search uses the condition_sql magic for optimization.
3883 #the more possible events we can eliminate in this step the better
3885 my $cross_where = '';
3886 my $pkey = $object->primary_key;
3887 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3889 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3891 FS::part_event_condition->where_conditions_sql( $eventtable,
3892 'time'=>$opt{'time'}
3894 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3896 $extra_sql = "AND $extra_sql" if $extra_sql;
3898 #here is the agent virtualization
3899 $extra_sql .= " AND ( part_event.agentnum IS NULL
3900 OR part_event.agentnum = ". $self->agentnum. ' )';
3902 $extra_sql .= " $order";
3904 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3905 if $opt{'debug'} > 2;
3906 my @part_event = qsearch( {
3907 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3908 'select' => 'part_event.*',
3909 'table' => 'part_event',
3910 'addl_from' => "$cross $join",
3911 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3912 'eventtable' => $eventtable,
3915 'extra_sql' => "AND $cross_where $extra_sql",
3919 my $pkey = $object->primary_key;
3920 warn " ". scalar(@part_event).
3921 " possible events found for $eventtable ". $object->$pkey(). "\n";
3924 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3928 warn " ". scalar(@e_cust_event).
3929 " subtotal possible cust events found for $eventtable\n"
3932 push @cust_event, @e_cust_event;
3936 warn " ". scalar(@cust_event).
3937 " total possible cust events found in initial search\n"
3945 $opt{stage} ||= 'collect';
3947 grep { my $stage = $_->part_event->event_stage;
3948 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3958 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3959 'stats_hashref' => \%unsat ),
3962 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3965 warn " invalid conditions not eliminated with condition_sql:\n".
3966 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3967 if keys %unsat && $DEBUG; # > 1;
3973 unless( $opt{testonly} ) {
3974 foreach my $cust_event ( @cust_event ) {
3976 my $error = $cust_event->insert();
3978 $dbh->rollback if $oldAutoCommit;
3985 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3991 warn " returning events: ". Dumper(@cust_event). "\n"
3998 =item retry_realtime
4000 Schedules realtime / batch credit card / electronic check / LEC billing
4001 events for for retry. Useful if card information has changed or manual
4002 retry is desired. The 'collect' method must be called to actually retry
4005 Implementation details: For either this customer, or for each of this
4006 customer's open invoices, changes the status of the first "done" (with
4007 statustext error) realtime processing event to "failed".
4011 sub retry_realtime {
4014 local $SIG{HUP} = 'IGNORE';
4015 local $SIG{INT} = 'IGNORE';
4016 local $SIG{QUIT} = 'IGNORE';
4017 local $SIG{TERM} = 'IGNORE';
4018 local $SIG{TSTP} = 'IGNORE';
4019 local $SIG{PIPE} = 'IGNORE';
4021 my $oldAutoCommit = $FS::UID::AutoCommit;
4022 local $FS::UID::AutoCommit = 0;
4025 #a little false laziness w/due_cust_event (not too bad, really)
4027 my $join = FS::part_event_condition->join_conditions_sql;
4028 my $order = FS::part_event_condition->order_conditions_sql;
4031 . join ( ' OR ' , map {
4032 "( part_event.eventtable = " . dbh->quote($_)
4033 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4034 } FS::part_event->eventtables)
4037 #here is the agent virtualization
4038 my $agent_virt = " ( part_event.agentnum IS NULL
4039 OR part_event.agentnum = ". $self->agentnum. ' )';
4041 #XXX this shouldn't be hardcoded, actions should declare it...
4042 my @realtime_events = qw(
4043 cust_bill_realtime_card
4044 cust_bill_realtime_check
4045 cust_bill_realtime_lec
4049 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4054 my @cust_event = qsearchs({
4055 'table' => 'cust_event',
4056 'select' => 'cust_event.*',
4057 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4058 'hashref' => { 'status' => 'done' },
4059 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4060 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4063 my %seen_invnum = ();
4064 foreach my $cust_event (@cust_event) {
4066 #max one for the customer, one for each open invoice
4067 my $cust_X = $cust_event->cust_X;
4068 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4072 or $cust_event->part_event->eventtable eq 'cust_bill'
4075 my $error = $cust_event->retry;
4077 $dbh->rollback if $oldAutoCommit;
4078 return "error scheduling event for retry: $error";
4083 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4091 =item realtime_collect [ OPTION => VALUE ... ]
4093 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4094 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4095 gateway. See L<http://420.am/business-onlinepayment> and
4096 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4098 On failure returns an error message.
4100 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4102 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4104 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4105 then it is deduced from the customer record.
4107 If no I<amount> is specified, then the customer balance is used.
4109 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4110 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4111 if set, will override the value from the customer record.
4113 I<description> is a free-text field passed to the gateway. It defaults to
4114 the value defined by the business-onlinepayment-description configuration
4115 option, or "Internet services" if that is unset.
4117 If an I<invnum> is specified, this payment (if successful) is applied to the
4118 specified invoice. If you don't specify an I<invnum> you might want to
4119 call the B<apply_payments> method or set the I<apply> option.
4121 I<apply> can be set to true to apply a resulting payment.
4123 I<quiet> can be set true to surpress email decline notices.
4125 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4126 resulting paynum, if any.
4128 I<payunique> is a unique identifier for this payment.
4130 I<session_id> is a session identifier associated with this payment.
4132 I<depend_jobnum> allows payment capture to unlock export jobs
4136 sub realtime_collect {
4137 my( $self, %options ) = @_;
4140 warn "$me realtime_collect:\n";
4141 warn " $_ => $options{$_}\n" foreach keys %options;
4144 $options{amount} = $self->balance unless exists( $options{amount} );
4145 $options{method} = FS::payby->payby2bop($self->payby)
4146 unless exists( $options{method} );
4148 return $self->realtime_bop({%options});
4152 =item realtime_bop { [ ARG => VALUE ... ] }
4154 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4155 via a Business::OnlinePayment realtime gateway. See
4156 L<http://420.am/business-onlinepayment> for supported gateways.
4158 Required arguments in the hashref are I<method>, and I<amount>
4160 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4162 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4164 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4165 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4166 if set, will override the value from the customer record.
4168 I<description> is a free-text field passed to the gateway. It defaults to
4169 the value defined by the business-onlinepayment-description configuration
4170 option, or "Internet services" if that is unset.
4172 If an I<invnum> is specified, this payment (if successful) is applied to the
4173 specified invoice. If you don't specify an I<invnum> you might want to
4174 call the B<apply_payments> method or set the I<apply> option.
4176 I<apply> can be set to true to apply a resulting payment.
4178 I<quiet> can be set true to surpress email decline notices.
4180 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4181 resulting paynum, if any.
4183 I<payunique> is a unique identifier for this payment.
4185 I<session_id> is a session identifier associated with this payment.
4187 I<depend_jobnum> allows payment capture to unlock export jobs
4189 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4193 # some helper routines
4194 sub _bop_recurring_billing {
4195 my( $self, %opt ) = @_;
4197 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4199 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4201 return 1 if $opt{'trans_is_recur'};
4205 my %hash = ( 'custnum' => $self->custnum,
4210 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4211 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4221 sub _payment_gateway {
4222 my ($self, $options) = @_;
4224 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4225 unless exists($options->{payment_gateway});
4227 $options->{payment_gateway};
4231 my ($self, $options) = @_;
4234 'login' => $options->{payment_gateway}->gateway_username,
4235 'password' => $options->{payment_gateway}->gateway_password,
4240 my ($self, $options) = @_;
4242 $options->{payment_gateway}->gatewaynum
4243 ? $options->{payment_gateway}->options
4244 : @{ $options->{payment_gateway}->get('options') };
4249 my ($self, $options) = @_;
4251 unless ( $options->{'description'} ) {
4252 if ( $conf->exists('business-onlinepayment-description') ) {
4253 my $dtempl = $conf->config('business-onlinepayment-description');
4255 my $agent = $self->agent->agent;
4257 $options->{'description'} = eval qq("$dtempl");
4259 $options->{'description'} = 'Internet services';
4263 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4264 $options->{invnum} ||= '';
4265 $options->{payname} = $self->payname unless exists( $options->{payname} );
4269 my ($self, $options) = @_;
4272 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4273 $content{customer_ip} = $payip if length($payip);
4275 $content{invoice_number} = $options->{'invnum'}
4276 if exists($options->{'invnum'}) && length($options->{'invnum'});
4278 $content{email_customer} =
4279 ( $conf->exists('business-onlinepayment-email_customer')
4280 || $conf->exists('business-onlinepayment-email-override') );
4282 my ($payname, $payfirst, $paylast);
4283 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4284 ($payname = $options->{payname}) =~
4285 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4286 or return "Illegal payname $payname";
4287 ($payfirst, $paylast) = ($1, $2);
4289 $payfirst = $self->getfield('first');
4290 $paylast = $self->getfield('last');
4291 $payname = "$payfirst $paylast";
4294 $content{last_name} = $paylast;
4295 $content{first_name} = $payfirst;
4297 $content{name} = $payname;
4299 $content{address} = exists($options->{'address1'})
4300 ? $options->{'address1'}
4302 my $address2 = exists($options->{'address2'})
4303 ? $options->{'address2'}
4305 $content{address} .= ", ". $address2 if length($address2);
4307 $content{city} = exists($options->{city})
4310 $content{state} = exists($options->{state})
4313 $content{zip} = exists($options->{zip})
4316 $content{country} = exists($options->{country})
4317 ? $options->{country}
4320 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4321 $content{phone} = $self->daytime || $self->night;
4326 my %bop_method2payby = (
4336 if (ref($_[0]) eq 'HASH') {
4337 %options = %{$_[0]};
4339 my ( $method, $amount ) = ( shift, shift );
4341 $options{method} = $method;
4342 $options{amount} = $amount;
4346 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4347 warn " $_ => $options{$_}\n" foreach keys %options;
4350 return $self->fake_bop(%options) if $options{'fake'};
4352 $self->_bop_defaults(\%options);
4355 # set trans_is_recur based on invnum if there is one
4358 my $trans_is_recur = 0;
4359 if ( $options{'invnum'} ) {
4361 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4362 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4365 map { $_->part_pkg }
4367 map { $_->cust_pkg }
4368 $cust_bill->cust_bill_pkg;
4371 if grep { $_->freq ne '0' } @part_pkg;
4379 my $payment_gateway = $self->_payment_gateway( \%options );
4380 my $namespace = $payment_gateway->gateway_namespace;
4382 eval "use $namespace";
4386 # check for banned credit card/ACH
4389 my $ban = qsearchs('banned_pay', {
4390 'payby' => $bop_method2payby{$options{method}},
4391 'payinfo' => md5_base64($options{payinfo}),
4393 return "Banned credit card" if $ban;
4399 my $bop_content = $self->_bop_content(\%options);
4400 return $bop_content unless ref($bop_content);
4402 my @invoicing_list = $self->invoicing_list_emailonly;
4403 if ( $conf->exists('emailinvoiceautoalways')
4404 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4405 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4406 push @invoicing_list, $self->all_emails;
4409 my $email = ($conf->exists('business-onlinepayment-email-override'))
4410 ? $conf->config('business-onlinepayment-email-override')
4411 : $invoicing_list[0];
4415 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4417 $content{card_number} = $options{payinfo};
4418 $paydate = exists($options{'paydate'})
4419 ? $options{'paydate'}
4421 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4422 $content{expiration} = "$2/$1";
4424 my $paycvv = exists($options{'paycvv'})
4425 ? $options{'paycvv'}
4427 $content{cvv2} = $paycvv
4430 my $paystart_month = exists($options{'paystart_month'})
4431 ? $options{'paystart_month'}
4432 : $self->paystart_month;
4434 my $paystart_year = exists($options{'paystart_year'})
4435 ? $options{'paystart_year'}
4436 : $self->paystart_year;
4438 $content{card_start} = "$paystart_month/$paystart_year"
4439 if $paystart_month && $paystart_year;
4441 my $payissue = exists($options{'payissue'})
4442 ? $options{'payissue'}
4444 $content{issue_number} = $payissue if $payissue;
4446 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4447 'trans_is_recur' => $trans_is_recur,
4451 $content{recurring_billing} = 'YES';
4452 $content{acct_code} = 'rebill'
4453 if $conf->exists('credit_card-recurring_billing_acct_code');
4456 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4457 ( $content{account_number}, $content{routing_code} ) =
4458 split('@', $options{payinfo});
4459 $content{bank_name} = $options{payname};
4460 $content{bank_state} = exists($options{'paystate'})
4461 ? $options{'paystate'}
4462 : $self->getfield('paystate');
4463 $content{account_type} = exists($options{'paytype'})
4464 ? uc($options{'paytype'}) || 'CHECKING'
4465 : uc($self->getfield('paytype')) || 'CHECKING';
4466 $content{account_name} = $self->getfield('first'). ' '.
4467 $self->getfield('last');
4469 $content{customer_org} = $self->company ? 'B' : 'I';
4470 $content{state_id} = exists($options{'stateid'})
4471 ? $options{'stateid'}
4472 : $self->getfield('stateid');
4473 $content{state_id_state} = exists($options{'stateid_state'})
4474 ? $options{'stateid_state'}
4475 : $self->getfield('stateid_state');
4476 $content{customer_ssn} = exists($options{'ss'})
4479 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4480 $content{phone} = $options{payinfo};
4481 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4488 # run transaction(s)
4491 my $balance = exists( $options{'balance'} )
4492 ? $options{'balance'}
4495 $self->select_for_update; #mutex ... just until we get our pending record in
4497 #the checks here are intended to catch concurrent payments
4498 #double-form-submission prevention is taken care of in cust_pay_pending::check
4501 return "The customer's balance has changed; $options{method} transaction aborted."
4502 if $self->balance < $balance;
4503 #&& $self->balance < $options{amount}; #might as well anyway?
4505 #also check and make sure there aren't *other* pending payments for this cust
4507 my @pending = qsearch('cust_pay_pending', {
4508 'custnum' => $self->custnum,
4509 'status' => { op=>'!=', value=>'done' }
4511 return "A payment is already being processed for this customer (".
4512 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4513 "); $options{method} transaction aborted."
4514 if scalar(@pending);
4516 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4518 my $cust_pay_pending = new FS::cust_pay_pending {
4519 'custnum' => $self->custnum,
4520 #'invnum' => $options{'invnum'},
4521 'paid' => $options{amount},
4523 'payby' => $bop_method2payby{$options{method}},
4524 'payinfo' => $options{payinfo},
4525 'paydate' => $paydate,
4526 'recurring_billing' => $content{recurring_billing},
4527 'pkgnum' => $options{'pkgnum'},
4529 'gatewaynum' => $payment_gateway->gatewaynum || '',
4530 'session_id' => $options{session_id} || '',
4531 'jobnum' => $options{depend_jobnum} || '',
4533 $cust_pay_pending->payunique( $options{payunique} )
4534 if defined($options{payunique}) && length($options{payunique});
4535 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4536 return $cpp_new_err if $cpp_new_err;
4538 my( $action1, $action2 ) =
4539 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4541 my $transaction = new $namespace( $payment_gateway->gateway_module,
4542 $self->_bop_options(\%options),
4545 $transaction->content(
4546 'type' => $options{method},
4547 $self->_bop_auth(\%options),
4548 'action' => $action1,
4549 'description' => $options{'description'},
4550 'amount' => $options{amount},
4551 #'invoice_number' => $options{'invnum'},
4552 'customer_id' => $self->custnum,
4554 'reference' => $cust_pay_pending->paypendingnum, #for now
4559 $cust_pay_pending->status('pending');
4560 my $cpp_pending_err = $cust_pay_pending->replace;
4561 return $cpp_pending_err if $cpp_pending_err;
4564 my $BOP_TESTING = 0;
4565 my $BOP_TESTING_SUCCESS = 1;
4567 unless ( $BOP_TESTING ) {
4568 $transaction->test_transaction(1)
4569 if $conf->exists('business-onlinepayment-test_transaction');
4570 $transaction->submit();
4572 if ( $BOP_TESTING_SUCCESS ) {
4573 $transaction->is_success(1);
4574 $transaction->authorization('fake auth');
4576 $transaction->is_success(0);
4577 $transaction->error_message('fake failure');
4581 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4583 return { reference => $cust_pay_pending->paypendingnum,
4584 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4586 } elsif ( $transaction->is_success() && $action2 ) {
4588 $cust_pay_pending->status('authorized');
4589 my $cpp_authorized_err = $cust_pay_pending->replace;
4590 return $cpp_authorized_err if $cpp_authorized_err;
4592 my $auth = $transaction->authorization;
4593 my $ordernum = $transaction->can('order_number')
4594 ? $transaction->order_number
4598 new Business::OnlinePayment( $payment_gateway->gateway_module,
4599 $self->_bop_options(\%options),
4604 type => $options{method},
4606 $self->_bop_auth(\%options),
4607 order_number => $ordernum,
4608 amount => $options{amount},
4609 authorization => $auth,
4610 description => $options{'description'},
4613 foreach my $field (qw( authorization_source_code returned_ACI
4614 transaction_identifier validation_code
4615 transaction_sequence_num local_transaction_date
4616 local_transaction_time AVS_result_code )) {
4617 $capture{$field} = $transaction->$field() if $transaction->can($field);
4620 $capture->content( %capture );
4622 $capture->test_transaction(1)
4623 if $conf->exists('business-onlinepayment-test_transaction');
4626 unless ( $capture->is_success ) {
4627 my $e = "Authorization successful but capture failed, custnum #".
4628 $self->custnum. ': '. $capture->result_code.
4629 ": ". $capture->error_message;
4637 # remove paycvv after initial transaction
4640 #false laziness w/misc/process/payment.cgi - check both to make sure working
4642 if ( defined $self->dbdef_table->column('paycvv')
4643 && length($self->paycvv)
4644 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4646 my $error = $self->remove_cvv;
4648 warn "WARNING: error removing cvv: $error\n";
4657 if ( $transaction->can('card_token') && $transaction->card_token ) {
4659 $self->card_token($transaction->card_token);
4661 if ( $options{'payinfo'} eq $self->payinfo ) {
4662 $self->payinfo($transaction->card_token);
4663 my $error = $self->replace;
4665 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4675 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4687 if (ref($_[0]) eq 'HASH') {
4688 %options = %{$_[0]};
4690 my ( $method, $amount ) = ( shift, shift );
4692 $options{method} = $method;
4693 $options{amount} = $amount;
4696 if ( $options{'fake_failure'} ) {
4697 return "Error: No error; test failure requested with fake_failure";
4701 #if ( $payment_gateway->gatewaynum ) { # agent override
4702 # $paybatch = $payment_gateway->gatewaynum. '-';
4705 #$paybatch .= "$processor:". $transaction->authorization;
4707 #$paybatch .= ':'. $transaction->order_number
4708 # if $transaction->can('order_number')
4709 # && length($transaction->order_number);
4711 my $paybatch = 'FakeProcessor:54:32';
4713 my $cust_pay = new FS::cust_pay ( {
4714 'custnum' => $self->custnum,
4715 'invnum' => $options{'invnum'},
4716 'paid' => $options{amount},
4718 'payby' => $bop_method2payby{$options{method}},
4719 #'payinfo' => $payinfo,
4720 'payinfo' => '4111111111111111',
4721 'paybatch' => $paybatch,
4722 #'paydate' => $paydate,
4723 'paydate' => '2012-05-01',
4725 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4727 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4730 $cust_pay->invnum(''); #try again with no specific invnum
4731 my $error2 = $cust_pay->insert( $options{'manual'} ?
4732 ( 'manual' => 1 ) : ()
4735 # gah, even with transactions.
4736 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4737 "error inserting (fake!) payment: $error2".
4738 " (previously tried insert with invnum #$options{'invnum'}" .
4745 if ( $options{'paynum_ref'} ) {
4746 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4749 return ''; #no error
4754 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4756 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4757 # phone bill transaction.
4759 sub _realtime_bop_result {
4760 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4762 warn "$me _realtime_bop_result: pending transaction ".
4763 $cust_pay_pending->paypendingnum. "\n";
4764 warn " $_ => $options{$_}\n" foreach keys %options;
4767 my $payment_gateway = $options{payment_gateway}
4768 or return "no payment gateway in arguments to _realtime_bop_result";
4770 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4771 my $cpp_captured_err = $cust_pay_pending->replace;
4772 return $cpp_captured_err if $cpp_captured_err;
4774 if ( $transaction->is_success() ) {
4777 if ( $payment_gateway->gatewaynum ) { # agent override
4778 $paybatch = $payment_gateway->gatewaynum. '-';
4781 $paybatch .= $payment_gateway->gateway_module. ":".
4782 $transaction->authorization;
4784 $paybatch .= ':'. $transaction->order_number
4785 if $transaction->can('order_number')
4786 && length($transaction->order_number);
4788 my $cust_pay = new FS::cust_pay ( {
4789 'custnum' => $self->custnum,
4790 'invnum' => $options{'invnum'},
4791 'paid' => $cust_pay_pending->paid,
4793 'payby' => $cust_pay_pending->payby,
4794 'payinfo' => $options{'payinfo'},
4795 'paybatch' => $paybatch,
4796 'paydate' => $cust_pay_pending->paydate,
4797 'pkgnum' => $cust_pay_pending->pkgnum,
4799 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4800 $cust_pay->payunique( $options{payunique} )
4801 if defined($options{payunique}) && length($options{payunique});
4803 my $oldAutoCommit = $FS::UID::AutoCommit;
4804 local $FS::UID::AutoCommit = 0;
4807 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4809 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4812 $cust_pay->invnum(''); #try again with no specific invnum
4813 my $error2 = $cust_pay->insert( $options{'manual'} ?
4814 ( 'manual' => 1 ) : ()
4817 # gah. but at least we have a record of the state we had to abort in
4818 # from cust_pay_pending now.
4819 my $e = "WARNING: $options{method} captured but payment not recorded -".
4820 " error inserting payment (". $payment_gateway->gateway_module.
4822 " (previously tried insert with invnum #$options{'invnum'}" .
4823 ": $error ) - pending payment saved as paypendingnum ".
4824 $cust_pay_pending->paypendingnum. "\n";
4830 my $jobnum = $cust_pay_pending->jobnum;
4832 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4834 unless ( $placeholder ) {
4835 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4836 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4837 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4842 $error = $placeholder->delete;
4845 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4846 my $e = "WARNING: $options{method} captured but could not delete ".
4847 "job $jobnum for paypendingnum ".
4848 $cust_pay_pending->paypendingnum. ": $error\n";
4855 if ( $options{'paynum_ref'} ) {
4856 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4859 $cust_pay_pending->status('done');
4860 $cust_pay_pending->statustext('captured');
4861 $cust_pay_pending->paynum($cust_pay->paynum);
4862 my $cpp_done_err = $cust_pay_pending->replace;
4864 if ( $cpp_done_err ) {
4866 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4867 my $e = "WARNING: $options{method} captured but payment not recorded - ".
4868 "error updating status for paypendingnum ".
4869 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4875 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4877 if ( $options{'apply'} ) {
4878 my $apply_error = $self->apply_payments_and_credits;
4879 if ( $apply_error ) {
4880 warn "WARNING: error applying payment: $apply_error\n";
4881 #but we still should return no error cause the payment otherwise went
4886 return ''; #no error
4892 my $perror = $payment_gateway->gateway_module. " error: ".
4893 $transaction->error_message;
4895 my $jobnum = $cust_pay_pending->jobnum;
4897 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4899 if ( $placeholder ) {
4900 my $error = $placeholder->depended_delete;
4901 $error ||= $placeholder->delete;
4902 warn "error removing provisioning jobs after declined paypendingnum ".
4903 $cust_pay_pending->paypendingnum. "\n";
4905 my $e = "error finding job $jobnum for declined paypendingnum ".
4906 $cust_pay_pending->paypendingnum. "\n";
4912 unless ( $transaction->error_message ) {
4915 if ( $transaction->can('response_page') ) {
4917 'page' => ( $transaction->can('response_page')
4918 ? $transaction->response_page
4921 'code' => ( $transaction->can('response_code')
4922 ? $transaction->response_code
4925 'headers' => ( $transaction->can('response_headers')
4926 ? $transaction->response_headers
4932 "No additional debugging information available for ".
4933 $payment_gateway->gateway_module;
4936 $perror .= "No error_message returned from ".
4937 $payment_gateway->gateway_module. " -- ".
4938 ( ref($t_response) ? Dumper($t_response) : $t_response );
4942 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4943 && $conf->exists('emaildecline')
4944 && grep { $_ ne 'POST' } $self->invoicing_list
4945 && ! grep { $transaction->error_message =~ /$_/ }
4946 $conf->config('emaildecline-exclude')
4948 my @templ = $conf->config('declinetemplate');
4949 my $template = new Text::Template (
4951 SOURCE => [ map "$_\n", @templ ],
4952 ) or return "($perror) can't create template: $Text::Template::ERROR";
4953 $template->compile()
4954 or return "($perror) can't compile template: $Text::Template::ERROR";
4958 scalar( $conf->config('company_name', $self->agentnum ) ),
4959 'company_address' =>
4960 join("\n", $conf->config('company_address', $self->agentnum ) ),
4961 'error' => $transaction->error_message,
4964 my $error = send_email(
4965 'from' => $conf->config('invoice_from', $self->agentnum ),
4966 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4967 'subject' => 'Your payment could not be processed',
4968 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4971 $perror .= " (also received error sending decline notification: $error)"
4976 $cust_pay_pending->status('done');
4977 $cust_pay_pending->statustext("declined: $perror");
4978 my $cpp_done_err = $cust_pay_pending->replace;
4979 if ( $cpp_done_err ) {
4980 my $e = "WARNING: $options{method} declined but pending payment not ".
4981 "resolved - error updating status for paypendingnum ".
4982 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4984 $perror = "$e ($perror)";
4992 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
4994 Verifies successful third party processing of a realtime credit card,
4995 ACH (electronic check) or phone bill transaction via a
4996 Business::OnlineThirdPartyPayment realtime gateway. See
4997 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4999 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5001 The additional options I<payname>, I<city>, I<state>,
5002 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5003 if set, will override the value from the customer record.
5005 I<description> is a free-text field passed to the gateway. It defaults to
5006 "Internet services".
5008 If an I<invnum> is specified, this payment (if successful) is applied to the
5009 specified invoice. If you don't specify an I<invnum> you might want to
5010 call the B<apply_payments> method.
5012 I<quiet> can be set true to surpress email decline notices.
5014 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5015 resulting paynum, if any.
5017 I<payunique> is a unique identifier for this payment.
5019 Returns a hashref containing elements bill_error (which will be undefined
5020 upon success) and session_id of any associated session.
5024 sub realtime_botpp_capture {
5025 my( $self, $cust_pay_pending, %options ) = @_;
5027 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5028 warn " $_ => $options{$_}\n" foreach keys %options;
5031 eval "use Business::OnlineThirdPartyPayment";
5035 # select the gateway
5038 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5040 my $payment_gateway = $cust_pay_pending->gatewaynum
5041 ? qsearchs( 'payment_gateway',
5042 { gatewaynum => $cust_pay_pending->gatewaynum }
5044 : $self->agent->payment_gateway( 'method' => $method,
5045 # 'invnum' => $cust_pay_pending->invnum,
5046 # 'payinfo' => $cust_pay_pending->payinfo,
5049 $options{payment_gateway} = $payment_gateway; # for the helper subs
5055 my @invoicing_list = $self->invoicing_list_emailonly;
5056 if ( $conf->exists('emailinvoiceautoalways')
5057 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5058 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5059 push @invoicing_list, $self->all_emails;
5062 my $email = ($conf->exists('business-onlinepayment-email-override'))
5063 ? $conf->config('business-onlinepayment-email-override')
5064 : $invoicing_list[0];
5068 $content{email_customer} =
5069 ( $conf->exists('business-onlinepayment-email_customer')
5070 || $conf->exists('business-onlinepayment-email-override') );
5073 # run transaction(s)
5077 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5078 $self->_bop_options(\%options),
5081 $transaction->reference({ %options });
5083 $transaction->content(
5085 $self->_bop_auth(\%options),
5086 'action' => 'Post Authorization',
5087 'description' => $options{'description'},
5088 'amount' => $cust_pay_pending->paid,
5089 #'invoice_number' => $options{'invnum'},
5090 'customer_id' => $self->custnum,
5091 'referer' => 'http://cleanwhisker.420.am/',
5092 'reference' => $cust_pay_pending->paypendingnum,
5094 'phone' => $self->daytime || $self->night,
5096 # plus whatever is required for bogus capture avoidance
5099 $transaction->submit();
5102 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5105 bill_error => $error,
5106 session_id => $cust_pay_pending->session_id,
5111 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5115 sub default_payment_gateway {
5116 my( $self, $method ) = @_;
5118 die "Real-time processing not enabled\n"
5119 unless $conf->exists('business-onlinepayment');
5121 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5124 my $bop_config = 'business-onlinepayment';
5125 $bop_config .= '-ach'
5126 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5127 my ( $processor, $login, $password, $action, @bop_options ) =
5128 $conf->config($bop_config);
5129 $action ||= 'normal authorization';
5130 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5131 die "No real-time processor is enabled - ".
5132 "did you set the business-onlinepayment configuration value?\n"
5135 ( $processor, $login, $password, $action, @bop_options )
5140 Removes the I<paycvv> field from the database directly.
5142 If there is an error, returns the error, otherwise returns false.
5148 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5149 or return dbh->errstr;
5150 $sth->execute($self->custnum)
5151 or return $sth->errstr;
5156 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5158 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5159 via a Business::OnlinePayment realtime gateway. See
5160 L<http://420.am/business-onlinepayment> for supported gateways.
5162 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5164 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5166 Most gateways require a reference to an original payment transaction to refund,
5167 so you probably need to specify a I<paynum>.
5169 I<amount> defaults to the original amount of the payment if not specified.
5171 I<reason> specifies a reason for the refund.
5173 I<paydate> specifies the expiration date for a credit card overriding the
5174 value from the customer record or the payment record. Specified as yyyy-mm-dd
5176 Implementation note: If I<amount> is unspecified or equal to the amount of the
5177 orignal payment, first an attempt is made to "void" the transaction via
5178 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5179 the normal attempt is made to "refund" ("credit") the transaction via the
5180 gateway is attempted.
5182 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5183 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5184 #if set, will override the value from the customer record.
5186 #If an I<invnum> is specified, this payment (if successful) is applied to the
5187 #specified invoice. If you don't specify an I<invnum> you might want to
5188 #call the B<apply_payments> method.
5192 #some false laziness w/realtime_bop, not enough to make it worth merging
5193 #but some useful small subs should be pulled out
5194 sub realtime_refund_bop {
5198 if (ref($_[0]) eq 'HASH') {
5199 %options = %{$_[0]};
5203 $options{method} = $method;
5207 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5208 warn " $_ => $options{$_}\n" foreach keys %options;
5212 # look up the original payment and optionally a gateway for that payment
5216 my $amount = $options{'amount'};
5218 my( $processor, $login, $password, @bop_options, $namespace ) ;
5219 my( $auth, $order_number ) = ( '', '', '' );
5221 if ( $options{'paynum'} ) {
5223 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5224 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5225 or return "Unknown paynum $options{'paynum'}";
5226 $amount ||= $cust_pay->paid;
5228 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5229 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5230 $cust_pay->paybatch;
5231 my $gatewaynum = '';
5232 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5234 if ( $gatewaynum ) { #gateway for the payment to be refunded
5236 my $payment_gateway =
5237 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5238 die "payment gateway $gatewaynum not found"
5239 unless $payment_gateway;
5241 $processor = $payment_gateway->gateway_module;
5242 $login = $payment_gateway->gateway_username;
5243 $password = $payment_gateway->gateway_password;
5244 $namespace = $payment_gateway->gateway_namespace;
5245 @bop_options = $payment_gateway->options;
5247 } else { #try the default gateway
5250 my $payment_gateway =
5251 $self->agent->payment_gateway('method' => $options{method});
5253 ( $conf_processor, $login, $password, $namespace ) =
5254 map { my $method = "gateway_$_"; $payment_gateway->$method }
5255 qw( module username password namespace );
5257 @bop_options = $payment_gateway->gatewaynum
5258 ? $payment_gateway->options
5259 : @{ $payment_gateway->get('options') };
5261 return "processor of payment $options{'paynum'} $processor does not".
5262 " match default processor $conf_processor"
5263 unless $processor eq $conf_processor;
5268 } else { # didn't specify a paynum, so look for agent gateway overrides
5269 # like a normal transaction
5271 my $payment_gateway =
5272 $self->agent->payment_gateway( 'method' => $options{method},
5273 #'payinfo' => $payinfo,
5275 my( $processor, $login, $password, $namespace ) =
5276 map { my $method = "gateway_$_"; $payment_gateway->$method }
5277 qw( module username password namespace );
5279 my @bop_options = $payment_gateway->gatewaynum
5280 ? $payment_gateway->options
5281 : @{ $payment_gateway->get('options') };
5284 return "neither amount nor paynum specified" unless $amount;
5286 eval "use $namespace";
5290 'type' => $options{method},
5292 'password' => $password,
5293 'order_number' => $order_number,
5294 'amount' => $amount,
5295 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5297 $content{authorization} = $auth
5298 if length($auth); #echeck/ACH transactions have an order # but no auth
5299 #(at least with authorize.net)
5301 my $disable_void_after;
5302 if ($conf->exists('disable_void_after')
5303 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5304 $disable_void_after = $1;
5307 #first try void if applicable
5308 if ( $cust_pay && $cust_pay->paid == $amount
5310 ( not defined($disable_void_after) )
5311 || ( time < ($cust_pay->_date + $disable_void_after ) )
5314 warn " attempting void\n" if $DEBUG > 1;
5315 my $void = new Business::OnlinePayment( $processor, @bop_options );
5316 if ( $void->can('info') ) {
5317 if ( $cust_pay->payby eq 'CARD'
5318 && $void->info('CC_void_requires_card') )
5320 $content{'card_number'} = $cust_pay->payinfo;
5321 } elsif ( $cust_pay->payby eq 'CHEK'
5322 && $void->info('ECHECK_void_requires_account') )
5324 ( $content{'account_number'}, $content{'routing_code'} ) =
5325 split('@', $cust_pay->payinfo);
5326 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5329 $void->content( 'action' => 'void', %content );
5330 $void->test_transaction(1)
5331 if $conf->exists('business-onlinepayment-test_transaction');
5333 if ( $void->is_success ) {
5334 my $error = $cust_pay->void($options{'reason'});
5336 # gah, even with transactions.
5337 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5338 "error voiding payment: $error";
5342 warn " void successful\n" if $DEBUG > 1;
5347 warn " void unsuccessful, trying refund\n"
5351 my $address = $self->address1;
5352 $address .= ", ". $self->address2 if $self->address2;
5354 my($payname, $payfirst, $paylast);
5355 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5356 $payname = $self->payname;
5357 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5358 or return "Illegal payname $payname";
5359 ($payfirst, $paylast) = ($1, $2);
5361 $payfirst = $self->getfield('first');
5362 $paylast = $self->getfield('last');
5363 $payname = "$payfirst $paylast";
5366 my @invoicing_list = $self->invoicing_list_emailonly;
5367 if ( $conf->exists('emailinvoiceautoalways')
5368 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5369 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5370 push @invoicing_list, $self->all_emails;
5373 my $email = ($conf->exists('business-onlinepayment-email-override'))
5374 ? $conf->config('business-onlinepayment-email-override')
5375 : $invoicing_list[0];
5377 my $payip = exists($options{'payip'})
5380 $content{customer_ip} = $payip
5384 if ( $options{method} eq 'CC' ) {
5387 $content{card_number} = $payinfo = $cust_pay->payinfo;
5388 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5389 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5390 ($content{expiration} = "$2/$1"); # where available
5392 $content{card_number} = $payinfo = $self->payinfo;
5393 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5394 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5395 $content{expiration} = "$2/$1";
5398 } elsif ( $options{method} eq 'ECHECK' ) {
5401 $payinfo = $cust_pay->payinfo;
5403 $payinfo = $self->payinfo;
5405 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5406 $content{bank_name} = $self->payname;
5407 $content{account_type} = 'CHECKING';
5408 $content{account_name} = $payname;
5409 $content{customer_org} = $self->company ? 'B' : 'I';
5410 $content{customer_ssn} = $self->ss;
5411 } elsif ( $options{method} eq 'LEC' ) {
5412 $content{phone} = $payinfo = $self->payinfo;
5416 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5417 my %sub_content = $refund->content(
5418 'action' => 'credit',
5419 'customer_id' => $self->custnum,
5420 'last_name' => $paylast,
5421 'first_name' => $payfirst,
5423 'address' => $address,
5424 'city' => $self->city,
5425 'state' => $self->state,
5426 'zip' => $self->zip,
5427 'country' => $self->country,
5429 'phone' => $self->daytime || $self->night,
5432 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5434 $refund->test_transaction(1)
5435 if $conf->exists('business-onlinepayment-test_transaction');
5438 return "$processor error: ". $refund->error_message
5439 unless $refund->is_success();
5441 my $paybatch = "$processor:". $refund->authorization;
5442 $paybatch .= ':'. $refund->order_number
5443 if $refund->can('order_number') && $refund->order_number;
5445 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5446 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5447 last unless @cust_bill_pay;
5448 my $cust_bill_pay = pop @cust_bill_pay;
5449 my $error = $cust_bill_pay->delete;
5453 my $cust_refund = new FS::cust_refund ( {
5454 'custnum' => $self->custnum,
5455 'paynum' => $options{'paynum'},
5456 'refund' => $amount,
5458 'payby' => $bop_method2payby{$options{method}},
5459 'payinfo' => $payinfo,
5460 'paybatch' => $paybatch,
5461 'reason' => $options{'reason'} || 'card or ACH refund',
5463 my $error = $cust_refund->insert;
5465 $cust_refund->paynum(''); #try again with no specific paynum
5466 my $error2 = $cust_refund->insert;
5468 # gah, even with transactions.
5469 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5470 "error inserting refund ($processor): $error2".
5471 " (previously tried insert with paynum #$options{'paynum'}" .
5482 =item batch_card OPTION => VALUE...
5484 Adds a payment for this invoice to the pending credit card batch (see
5485 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5486 runs the payment using a realtime gateway.
5491 my ($self, %options) = @_;
5494 if (exists($options{amount})) {
5495 $amount = $options{amount};
5497 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5499 return '' unless $amount > 0;
5501 my $invnum = delete $options{invnum};
5502 my $payby = $options{invnum} || $self->payby; #dubious
5504 if ($options{'realtime'}) {
5505 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5511 my $oldAutoCommit = $FS::UID::AutoCommit;
5512 local $FS::UID::AutoCommit = 0;
5515 #this needs to handle mysql as well as Pg, like svc_acct.pm
5516 #(make it into a common function if folks need to do batching with mysql)
5517 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5518 or return "Cannot lock pay_batch: " . $dbh->errstr;
5522 'payby' => FS::payby->payby2payment($payby),
5525 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5527 unless ( $pay_batch ) {
5528 $pay_batch = new FS::pay_batch \%pay_batch;
5529 my $error = $pay_batch->insert;
5531 $dbh->rollback if $oldAutoCommit;
5532 die "error creating new batch: $error\n";
5536 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5537 'batchnum' => $pay_batch->batchnum,
5538 'custnum' => $self->custnum,
5541 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5543 $options{$_} = '' unless exists($options{$_});
5546 my $cust_pay_batch = new FS::cust_pay_batch ( {
5547 'batchnum' => $pay_batch->batchnum,
5548 'invnum' => $invnum || 0, # is there a better value?
5549 # this field should be
5551 # cust_bill_pay_batch now
5552 'custnum' => $self->custnum,
5553 'last' => $self->getfield('last'),
5554 'first' => $self->getfield('first'),
5555 'address1' => $options{address1} || $self->address1,
5556 'address2' => $options{address2} || $self->address2,
5557 'city' => $options{city} || $self->city,
5558 'state' => $options{state} || $self->state,
5559 'zip' => $options{zip} || $self->zip,
5560 'country' => $options{country} || $self->country,
5561 'payby' => $options{payby} || $self->payby,
5562 'payinfo' => $options{payinfo} || $self->payinfo,
5563 'exp' => $options{paydate} || $self->paydate,
5564 'payname' => $options{payname} || $self->payname,
5565 'amount' => $amount, # consolidating
5568 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5569 if $old_cust_pay_batch;
5572 if ($old_cust_pay_batch) {
5573 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5575 $error = $cust_pay_batch->insert;
5579 $dbh->rollback if $oldAutoCommit;
5583 my $unapplied = $self->total_unapplied_credits
5584 + $self->total_unapplied_payments
5585 + $self->in_transit_payments;
5586 foreach my $cust_bill ($self->open_cust_bill) {
5587 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5588 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5589 'invnum' => $cust_bill->invnum,
5590 'paybatchnum' => $cust_pay_batch->paybatchnum,
5591 'amount' => $cust_bill->owed,
5594 if ($unapplied >= $cust_bill_pay_batch->amount){
5595 $unapplied -= $cust_bill_pay_batch->amount;
5598 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5599 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5601 $error = $cust_bill_pay_batch->insert;
5603 $dbh->rollback if $oldAutoCommit;
5608 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5612 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5614 Applies unapplied payments and credits.
5616 In most cases, this new method should be used in place of sequential
5617 apply_payments and apply_credits methods.
5619 A hash of optional arguments may be passed. Currently "manual" is supported.
5620 If true, a payment receipt is sent instead of a statement when
5621 'payment_receipt_email' configuration option is set.
5623 If there is an error, returns the error, otherwise returns false.
5627 sub apply_payments_and_credits {
5628 my( $self, %options ) = @_;
5630 local $SIG{HUP} = 'IGNORE';
5631 local $SIG{INT} = 'IGNORE';
5632 local $SIG{QUIT} = 'IGNORE';
5633 local $SIG{TERM} = 'IGNORE';
5634 local $SIG{TSTP} = 'IGNORE';
5635 local $SIG{PIPE} = 'IGNORE';
5637 my $oldAutoCommit = $FS::UID::AutoCommit;
5638 local $FS::UID::AutoCommit = 0;
5641 $self->select_for_update; #mutex
5643 foreach my $cust_bill ( $self->open_cust_bill ) {
5644 my $error = $cust_bill->apply_payments_and_credits(%options);
5646 $dbh->rollback if $oldAutoCommit;
5647 return "Error applying: $error";
5651 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5656 =item apply_credits OPTION => VALUE ...
5658 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5659 to outstanding invoice balances in chronological order (or reverse
5660 chronological order if the I<order> option is set to B<newest>) and returns the
5661 value of any remaining unapplied credits available for refund (see
5662 L<FS::cust_refund>).
5664 Dies if there is an error.
5672 local $SIG{HUP} = 'IGNORE';
5673 local $SIG{INT} = 'IGNORE';
5674 local $SIG{QUIT} = 'IGNORE';
5675 local $SIG{TERM} = 'IGNORE';
5676 local $SIG{TSTP} = 'IGNORE';
5677 local $SIG{PIPE} = 'IGNORE';
5679 my $oldAutoCommit = $FS::UID::AutoCommit;
5680 local $FS::UID::AutoCommit = 0;
5683 $self->select_for_update; #mutex
5685 unless ( $self->total_unapplied_credits ) {
5686 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5690 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5691 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5693 my @invoices = $self->open_cust_bill;
5694 @invoices = sort { $b->_date <=> $a->_date } @invoices
5695 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5697 if ( $conf->exists('pkg-balances') ) {
5698 # limit @credits to those w/ a pkgnum grepped from $self
5700 foreach my $i (@invoices) {
5701 foreach my $li ( $i->cust_bill_pkg ) {
5702 $pkgnums{$li->pkgnum} = 1;
5705 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5710 foreach my $cust_bill ( @invoices ) {
5712 if ( !defined($credit) || $credit->credited == 0) {
5713 $credit = pop @credits or last;
5717 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5718 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5720 $owed = $cust_bill->owed;
5722 unless ( $owed > 0 ) {
5723 push @credits, $credit;
5727 my $amount = min( $credit->credited, $owed );
5729 my $cust_credit_bill = new FS::cust_credit_bill ( {
5730 'crednum' => $credit->crednum,
5731 'invnum' => $cust_bill->invnum,
5732 'amount' => $amount,
5734 $cust_credit_bill->pkgnum( $credit->pkgnum )
5735 if $conf->exists('pkg-balances') && $credit->pkgnum;
5736 my $error = $cust_credit_bill->insert;
5738 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5742 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5746 my $total_unapplied_credits = $self->total_unapplied_credits;
5748 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5750 return $total_unapplied_credits;
5753 =item apply_payments [ OPTION => VALUE ... ]
5755 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5756 to outstanding invoice balances in chronological order.
5758 #and returns the value of any remaining unapplied payments.
5760 A hash of optional arguments may be passed. Currently "manual" is supported.
5761 If true, a payment receipt is sent instead of a statement when
5762 'payment_receipt_email' configuration option is set.
5764 Dies if there is an error.
5768 sub apply_payments {
5769 my( $self, %options ) = @_;
5771 local $SIG{HUP} = 'IGNORE';
5772 local $SIG{INT} = 'IGNORE';
5773 local $SIG{QUIT} = 'IGNORE';
5774 local $SIG{TERM} = 'IGNORE';
5775 local $SIG{TSTP} = 'IGNORE';
5776 local $SIG{PIPE} = 'IGNORE';
5778 my $oldAutoCommit = $FS::UID::AutoCommit;
5779 local $FS::UID::AutoCommit = 0;
5782 $self->select_for_update; #mutex
5786 my @payments = sort { $b->_date <=> $a->_date }
5787 grep { $_->unapplied > 0 }
5790 my @invoices = sort { $a->_date <=> $b->_date}
5791 grep { $_->owed > 0 }
5794 if ( $conf->exists('pkg-balances') ) {
5795 # limit @payments to those w/ a pkgnum grepped from $self
5797 foreach my $i (@invoices) {
5798 foreach my $li ( $i->cust_bill_pkg ) {
5799 $pkgnums{$li->pkgnum} = 1;
5802 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
5807 foreach my $cust_bill ( @invoices ) {
5809 if ( !defined($payment) || $payment->unapplied == 0 ) {
5810 $payment = pop @payments or last;
5814 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
5815 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
5817 $owed = $cust_bill->owed;
5819 unless ( $owed > 0 ) {
5820 push @payments, $payment;
5824 my $amount = min( $payment->unapplied, $owed );
5826 my $cust_bill_pay = new FS::cust_bill_pay ( {
5827 'paynum' => $payment->paynum,
5828 'invnum' => $cust_bill->invnum,
5829 'amount' => $amount,
5831 $cust_bill_pay->pkgnum( $payment->pkgnum )
5832 if $conf->exists('pkg-balances') && $payment->pkgnum;
5833 my $error = $cust_bill_pay->insert(%options);
5835 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5839 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5843 my $total_unapplied_payments = $self->total_unapplied_payments;
5845 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5847 return $total_unapplied_payments;
5852 Returns the total owed for this customer on all invoices
5853 (see L<FS::cust_bill/owed>).
5859 $self->total_owed_date(2145859200); #12/31/2037
5862 =item total_owed_date TIME
5864 Returns the total owed for this customer on all invoices with date earlier than
5865 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5866 see L<Time::Local> and L<Date::Parse> for conversion functions.
5870 sub total_owed_date {
5874 my $custnum = $self->custnum;
5876 my $owed_sql = FS::cust_bill->owed_sql;
5879 SELECT SUM($owed_sql) FROM cust_bill
5880 WHERE custnum = $custnum
5884 sprintf( "%.2f", $self->scalar_sql($sql) );
5888 =item total_owed_pkgnum PKGNUM
5890 Returns the total owed on all invoices for this customer's specific package
5891 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
5895 sub total_owed_pkgnum {
5896 my( $self, $pkgnum ) = @_;
5897 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
5900 =item total_owed_date_pkgnum TIME PKGNUM
5902 Returns the total owed for this customer's specific package when using
5903 experimental package balances on all invoices with date earlier than
5904 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5905 see L<Time::Local> and L<Date::Parse> for conversion functions.
5909 sub total_owed_date_pkgnum {
5910 my( $self, $time, $pkgnum ) = @_;
5913 foreach my $cust_bill (
5914 grep { $_->_date <= $time }
5915 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5917 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
5919 sprintf( "%.2f", $total_bill );
5925 Returns the total amount of all payments.
5932 $total += $_->paid foreach $self->cust_pay;
5933 sprintf( "%.2f", $total );
5936 =item total_unapplied_credits
5938 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5939 customer. See L<FS::cust_credit/credited>.
5941 =item total_credited
5943 Old name for total_unapplied_credits. Don't use.
5947 sub total_credited {
5948 #carp "total_credited deprecated, use total_unapplied_credits";
5949 shift->total_unapplied_credits(@_);
5952 sub total_unapplied_credits {
5955 my $custnum = $self->custnum;
5957 my $unapplied_sql = FS::cust_credit->unapplied_sql;
5960 SELECT SUM($unapplied_sql) FROM cust_credit
5961 WHERE custnum = $custnum
5964 sprintf( "%.2f", $self->scalar_sql($sql) );
5968 =item total_unapplied_credits_pkgnum PKGNUM
5970 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5971 customer. See L<FS::cust_credit/credited>.
5975 sub total_unapplied_credits_pkgnum {
5976 my( $self, $pkgnum ) = @_;
5977 my $total_credit = 0;
5978 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
5979 sprintf( "%.2f", $total_credit );
5983 =item total_unapplied_payments
5985 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
5986 See L<FS::cust_pay/unapplied>.
5990 sub total_unapplied_payments {
5993 my $custnum = $self->custnum;
5995 my $unapplied_sql = FS::cust_pay->unapplied_sql;
5998 SELECT SUM($unapplied_sql) FROM cust_pay
5999 WHERE custnum = $custnum
6002 sprintf( "%.2f", $self->scalar_sql($sql) );
6006 =item total_unapplied_payments_pkgnum PKGNUM
6008 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6009 specific package when using experimental package balances. See
6010 L<FS::cust_pay/unapplied>.
6014 sub total_unapplied_payments_pkgnum {
6015 my( $self, $pkgnum ) = @_;
6016 my $total_unapplied = 0;
6017 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6018 sprintf( "%.2f", $total_unapplied );
6022 =item total_unapplied_refunds
6024 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6025 customer. See L<FS::cust_refund/unapplied>.
6029 sub total_unapplied_refunds {
6031 my $custnum = $self->custnum;
6033 my $unapplied_sql = FS::cust_refund->unapplied_sql;
6036 SELECT SUM($unapplied_sql) FROM cust_refund
6037 WHERE custnum = $custnum
6040 sprintf( "%.2f", $self->scalar_sql($sql) );
6046 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6047 total_unapplied_credits minus total_unapplied_payments).
6053 $self->balance_date_range;
6056 =item balance_date TIME
6058 Returns the balance for this customer, only considering invoices with date
6059 earlier than TIME (total_owed_date minus total_credited minus
6060 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6061 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6068 $self->balance_date_range(shift);
6071 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
6073 Returns the balance for this customer, optionally considering invoices with
6074 date earlier than START_TIME, and not later than END_TIME
6075 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6077 Times are specified as SQL fragments or numeric
6078 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6079 L<Date::Parse> for conversion functions. The empty string can be passed
6080 to disable that time constraint completely.
6082 Available options are:
6086 =item unapplied_date
6088 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)
6094 sub balance_date_range {
6096 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6097 ') FROM cust_main WHERE custnum='. $self->custnum;
6098 sprintf( "%.2f", $self->scalar_sql($sql) );
6101 =item balance_pkgnum PKGNUM
6103 Returns the balance for this customer's specific package when using
6104 experimental package balances (total_owed plus total_unrefunded, minus
6105 total_unapplied_credits minus total_unapplied_payments)
6109 sub balance_pkgnum {
6110 my( $self, $pkgnum ) = @_;
6113 $self->total_owed_pkgnum($pkgnum)
6114 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6115 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6116 - $self->total_unapplied_credits_pkgnum($pkgnum)
6117 - $self->total_unapplied_payments_pkgnum($pkgnum)
6121 =item in_transit_payments
6123 Returns the total of requests for payments for this customer pending in
6124 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6128 sub in_transit_payments {
6130 my $in_transit_payments = 0;
6131 foreach my $pay_batch ( qsearch('pay_batch', {
6134 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6135 'batchnum' => $pay_batch->batchnum,
6136 'custnum' => $self->custnum,
6138 $in_transit_payments += $cust_pay_batch->amount;
6141 sprintf( "%.2f", $in_transit_payments );
6146 Returns a hash of useful information for making a payment.
6156 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6157 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6158 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6162 For credit card transactions:
6174 For electronic check transactions:
6189 $return{balance} = $self->balance;
6191 $return{payname} = $self->payname
6192 || ( $self->first. ' '. $self->get('last') );
6194 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6196 $return{payby} = $self->payby;
6197 $return{stateid_state} = $self->stateid_state;
6199 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6200 $return{card_type} = cardtype($self->payinfo);
6201 $return{payinfo} = $self->paymask;
6203 @return{'month', 'year'} = $self->paydate_monthyear;
6207 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6208 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6209 $return{payinfo1} = $payinfo1;
6210 $return{payinfo2} = $payinfo2;
6211 $return{paytype} = $self->paytype;
6212 $return{paystate} = $self->paystate;
6216 #doubleclick protection
6218 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6224 =item paydate_monthyear
6226 Returns a two-element list consisting of the month and year of this customer's
6227 paydate (credit card expiration date for CARD customers)
6231 sub paydate_monthyear {
6233 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6235 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6242 =item tax_exemption TAXNAME
6247 my( $self, $taxname ) = @_;
6249 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6250 'taxname' => $taxname,
6255 =item cust_main_exemption
6259 sub cust_main_exemption {
6261 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6264 =item invoicing_list [ ARRAYREF ]
6266 If an arguement is given, sets these email addresses as invoice recipients
6267 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6268 (except as warnings), so use check_invoicing_list first.
6270 Returns a list of email addresses (with svcnum entries expanded).
6272 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6273 check it without disturbing anything by passing nothing.
6275 This interface may change in the future.
6279 sub invoicing_list {
6280 my( $self, $arrayref ) = @_;
6283 my @cust_main_invoice;
6284 if ( $self->custnum ) {
6285 @cust_main_invoice =
6286 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6288 @cust_main_invoice = ();
6290 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6291 #warn $cust_main_invoice->destnum;
6292 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6293 #warn $cust_main_invoice->destnum;
6294 my $error = $cust_main_invoice->delete;
6295 warn $error if $error;
6298 if ( $self->custnum ) {
6299 @cust_main_invoice =
6300 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6302 @cust_main_invoice = ();
6304 my %seen = map { $_->address => 1 } @cust_main_invoice;
6305 foreach my $address ( @{$arrayref} ) {
6306 next if exists $seen{$address} && $seen{$address};
6307 $seen{$address} = 1;
6308 my $cust_main_invoice = new FS::cust_main_invoice ( {
6309 'custnum' => $self->custnum,
6312 my $error = $cust_main_invoice->insert;
6313 warn $error if $error;
6317 if ( $self->custnum ) {
6319 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6326 =item check_invoicing_list ARRAYREF
6328 Checks these arguements as valid input for the invoicing_list method. If there
6329 is an error, returns the error, otherwise returns false.
6333 sub check_invoicing_list {
6334 my( $self, $arrayref ) = @_;
6336 foreach my $address ( @$arrayref ) {
6338 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6339 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6342 my $cust_main_invoice = new FS::cust_main_invoice ( {
6343 'custnum' => $self->custnum,
6346 my $error = $self->custnum
6347 ? $cust_main_invoice->check
6348 : $cust_main_invoice->checkdest
6350 return $error if $error;
6354 return "Email address required"
6355 if $conf->exists('cust_main-require_invoicing_list_email')
6356 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6361 =item set_default_invoicing_list
6363 Sets the invoicing list to all accounts associated with this customer,
6364 overwriting any previous invoicing list.
6368 sub set_default_invoicing_list {
6370 $self->invoicing_list($self->all_emails);
6375 Returns the email addresses of all accounts provisioned for this customer.
6382 foreach my $cust_pkg ( $self->all_pkgs ) {
6383 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6385 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6386 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6388 $list{$_}=1 foreach map { $_->email } @svc_acct;
6393 =item invoicing_list_addpost
6395 Adds postal invoicing to this customer. If this customer is already configured
6396 to receive postal invoices, does nothing.
6400 sub invoicing_list_addpost {
6402 return if grep { $_ eq 'POST' } $self->invoicing_list;
6403 my @invoicing_list = $self->invoicing_list;
6404 push @invoicing_list, 'POST';
6405 $self->invoicing_list(\@invoicing_list);
6408 =item invoicing_list_emailonly
6410 Returns the list of email invoice recipients (invoicing_list without non-email
6411 destinations such as POST and FAX).
6415 sub invoicing_list_emailonly {
6417 warn "$me invoicing_list_emailonly called"
6419 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6422 =item invoicing_list_emailonly_scalar
6424 Returns the list of email invoice recipients (invoicing_list without non-email
6425 destinations such as POST and FAX) as a comma-separated scalar.
6429 sub invoicing_list_emailonly_scalar {
6431 warn "$me invoicing_list_emailonly_scalar called"
6433 join(', ', $self->invoicing_list_emailonly);
6436 =item referral_custnum_cust_main
6438 Returns the customer who referred this customer (or the empty string, if
6439 this customer was not referred).
6441 Note the difference with referral_cust_main method: This method,
6442 referral_custnum_cust_main returns the single customer (if any) who referred
6443 this customer, while referral_cust_main returns an array of customers referred
6448 sub referral_custnum_cust_main {
6450 return '' unless $self->referral_custnum;
6451 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6454 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6456 Returns an array of customers referred by this customer (referral_custnum set
6457 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6458 customers referred by customers referred by this customer and so on, inclusive.
6459 The default behavior is DEPTH 1 (no recursion).
6461 Note the difference with referral_custnum_cust_main method: This method,
6462 referral_cust_main, returns an array of customers referred BY this customer,
6463 while referral_custnum_cust_main returns the single customer (if any) who
6464 referred this customer.
6468 sub referral_cust_main {
6470 my $depth = @_ ? shift : 1;
6471 my $exclude = @_ ? shift : {};
6474 map { $exclude->{$_->custnum}++; $_; }
6475 grep { ! $exclude->{ $_->custnum } }
6476 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6480 map { $_->referral_cust_main($depth-1, $exclude) }
6487 =item referral_cust_main_ncancelled
6489 Same as referral_cust_main, except only returns customers with uncancelled
6494 sub referral_cust_main_ncancelled {
6496 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6499 =item referral_cust_pkg [ DEPTH ]
6501 Like referral_cust_main, except returns a flat list of all unsuspended (and
6502 uncancelled) packages for each customer. The number of items in this list may
6503 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6507 sub referral_cust_pkg {
6509 my $depth = @_ ? shift : 1;
6511 map { $_->unsuspended_pkgs }
6512 grep { $_->unsuspended_pkgs }
6513 $self->referral_cust_main($depth);
6516 =item referring_cust_main
6518 Returns the single cust_main record for the customer who referred this customer
6519 (referral_custnum), or false.
6523 sub referring_cust_main {
6525 return '' unless $self->referral_custnum;
6526 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6529 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6531 Applies a credit to this customer. If there is an error, returns the error,
6532 otherwise returns false.
6534 REASON can be a text string, an FS::reason object, or a scalar reference to
6535 a reasonnum. If a text string, it will be automatically inserted as a new
6536 reason, and a 'reason_type' option must be passed to indicate the
6537 FS::reason_type for the new reason.
6539 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6541 Any other options are passed to FS::cust_credit::insert.
6546 my( $self, $amount, $reason, %options ) = @_;
6548 my $cust_credit = new FS::cust_credit {
6549 'custnum' => $self->custnum,
6550 'amount' => $amount,
6553 if ( ref($reason) ) {
6555 if ( ref($reason) eq 'SCALAR' ) {
6556 $cust_credit->reasonnum( $$reason );
6558 $cust_credit->reasonnum( $reason->reasonnum );
6562 $cust_credit->set('reason', $reason)
6565 for (qw( addlinfo eventnum )) {
6566 $cust_credit->$_( delete $options{$_} )
6567 if exists($options{$_});
6570 $cust_credit->insert(%options);
6574 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6576 Creates a one-time charge for this customer. If there is an error, returns
6577 the error, otherwise returns false.
6579 New-style, with a hashref of options:
6581 my $error = $cust_main->charge(
6585 'start_date' => str2time('7/4/2009'),
6586 'pkg' => 'Description',
6587 'comment' => 'Comment',
6588 'additional' => [], #extra invoice detail
6589 'classnum' => 1, #pkg_class
6591 'setuptax' => '', # or 'Y' for tax exempt
6594 'taxclass' => 'Tax class',
6597 'taxproduct' => 2, #part_pkg_taxproduct
6598 'override' => {}, #XXX describe
6600 #will be filled in with the new object
6601 'cust_pkg_ref' => \$cust_pkg,
6603 #generate an invoice immediately
6605 'invoice_terms' => '', #with these terms
6611 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6617 my ( $amount, $quantity, $start_date, $classnum );
6618 my ( $pkg, $comment, $additional );
6619 my ( $setuptax, $taxclass ); #internal taxes
6620 my ( $taxproduct, $override ); #vendor (CCH) taxes
6622 my $cust_pkg_ref = '';
6623 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6624 if ( ref( $_[0] ) ) {
6625 $amount = $_[0]->{amount};
6626 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6627 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6628 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6629 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6630 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6631 : '$'. sprintf("%.2f",$amount);
6632 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6633 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6634 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6635 $additional = $_[0]->{additional} || [];
6636 $taxproduct = $_[0]->{taxproductnum};
6637 $override = { '' => $_[0]->{tax_override} };
6638 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6639 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6640 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6645 $pkg = @_ ? shift : 'One-time charge';
6646 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6648 $taxclass = @_ ? shift : '';
6652 local $SIG{HUP} = 'IGNORE';
6653 local $SIG{INT} = 'IGNORE';
6654 local $SIG{QUIT} = 'IGNORE';
6655 local $SIG{TERM} = 'IGNORE';
6656 local $SIG{TSTP} = 'IGNORE';
6657 local $SIG{PIPE} = 'IGNORE';
6659 my $oldAutoCommit = $FS::UID::AutoCommit;
6660 local $FS::UID::AutoCommit = 0;
6663 my $part_pkg = new FS::part_pkg ( {
6665 'comment' => $comment,
6669 'classnum' => ( $classnum ? $classnum : '' ),
6670 'setuptax' => $setuptax,
6671 'taxclass' => $taxclass,
6672 'taxproductnum' => $taxproduct,
6675 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6676 ( 0 .. @$additional - 1 )
6678 'additional_count' => scalar(@$additional),
6679 'setup_fee' => $amount,
6682 my $error = $part_pkg->insert( options => \%options,
6683 tax_overrides => $override,
6686 $dbh->rollback if $oldAutoCommit;
6690 my $pkgpart = $part_pkg->pkgpart;
6691 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6692 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6693 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6694 $error = $type_pkgs->insert;
6696 $dbh->rollback if $oldAutoCommit;
6701 my $cust_pkg = new FS::cust_pkg ( {
6702 'custnum' => $self->custnum,
6703 'pkgpart' => $pkgpart,
6704 'quantity' => $quantity,
6705 'start_date' => $start_date,
6706 'no_auto' => $no_auto,
6709 $error = $cust_pkg->insert;
6711 $dbh->rollback if $oldAutoCommit;
6713 } elsif ( $cust_pkg_ref ) {
6714 ${$cust_pkg_ref} = $cust_pkg;
6718 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6719 'pkg_list' => [ $cust_pkg ],
6722 $dbh->rollback if $oldAutoCommit;
6727 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6732 #=item charge_postal_fee
6734 #Applies a one time charge this customer. If there is an error,
6735 #returns the error, returns the cust_pkg charge object or false
6736 #if there was no charge.
6740 # This should be a customer event. For that to work requires that bill
6741 # also be a customer event.
6743 sub charge_postal_fee {
6746 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6747 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6749 my $cust_pkg = new FS::cust_pkg ( {
6750 'custnum' => $self->custnum,
6751 'pkgpart' => $pkgpart,
6755 my $error = $cust_pkg->insert;
6756 $error ? $error : $cust_pkg;
6761 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6767 map { $_ } #return $self->num_cust_bill unless wantarray;
6768 sort { $a->_date <=> $b->_date }
6769 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6772 =item open_cust_bill
6774 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6779 sub open_cust_bill {
6783 'table' => 'cust_bill',
6784 'hashref' => { 'custnum' => $self->custnum, },
6785 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6786 'order_by' => 'ORDER BY _date ASC',
6791 =item cust_statements
6793 Returns all the statements (see L<FS::cust_statement>) for this customer.
6797 sub cust_statement {
6799 map { $_ } #return $self->num_cust_statement unless wantarray;
6800 sort { $a->_date <=> $b->_date }
6801 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
6806 Returns all the credits (see L<FS::cust_credit>) for this customer.
6812 map { $_ } #return $self->num_cust_credit unless wantarray;
6813 sort { $a->_date <=> $b->_date }
6814 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6817 =item cust_credit_pkgnum
6819 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
6820 package when using experimental package balances.
6824 sub cust_credit_pkgnum {
6825 my( $self, $pkgnum ) = @_;
6826 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
6827 sort { $a->_date <=> $b->_date }
6828 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
6829 'pkgnum' => $pkgnum,
6836 Returns all the payments (see L<FS::cust_pay>) for this customer.
6842 return $self->num_cust_pay unless wantarray;
6843 sort { $a->_date <=> $b->_date }
6844 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6849 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
6850 called automatically when the cust_pay method is used in a scalar context.
6856 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
6857 my $sth = dbh->prepare($sql) or die dbh->errstr;
6858 $sth->execute($self->custnum) or die $sth->errstr;
6859 $sth->fetchrow_arrayref->[0];
6862 =item cust_pay_pkgnum
6864 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
6865 package when using experimental package balances.
6869 sub cust_pay_pkgnum {
6870 my( $self, $pkgnum ) = @_;
6871 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
6872 sort { $a->_date <=> $b->_date }
6873 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
6874 'pkgnum' => $pkgnum,
6881 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6887 map { $_ } #return $self->num_cust_pay_void unless wantarray;
6888 sort { $a->_date <=> $b->_date }
6889 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6892 =item cust_pay_batch
6894 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6898 sub cust_pay_batch {
6900 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
6901 sort { $a->paybatchnum <=> $b->paybatchnum }
6902 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6905 =item cust_pay_pending
6907 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6908 (without status "done").
6912 sub cust_pay_pending {
6914 return $self->num_cust_pay_pending unless wantarray;
6915 sort { $a->_date <=> $b->_date }
6916 qsearch( 'cust_pay_pending', {
6917 'custnum' => $self->custnum,
6918 'status' => { op=>'!=', value=>'done' },
6923 =item num_cust_pay_pending
6925 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6926 customer (without status "done"). Also called automatically when the
6927 cust_pay_pending method is used in a scalar context.
6931 sub num_cust_pay_pending {
6933 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6934 " WHERE custnum = ? AND status != 'done' ";
6935 my $sth = dbh->prepare($sql) or die dbh->errstr;
6936 $sth->execute($self->custnum) or die $sth->errstr;
6937 $sth->fetchrow_arrayref->[0];
6942 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6948 map { $_ } #return $self->num_cust_refund unless wantarray;
6949 sort { $a->_date <=> $b->_date }
6950 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6953 =item display_custnum
6955 Returns the displayed customer number for this customer: agent_custid if
6956 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6960 sub display_custnum {
6962 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6963 return $self->agent_custid;
6965 return $self->custnum;
6971 Returns a name string for this customer, either "Company (Last, First)" or
6978 my $name = $self->contact;
6979 $name = $self->company. " ($name)" if $self->company;
6985 Returns a name string for this (service/shipping) contact, either
6986 "Company (Last, First)" or "Last, First".
6992 if ( $self->get('ship_last') ) {
6993 my $name = $self->ship_contact;
6994 $name = $self->ship_company. " ($name)" if $self->ship_company;
7003 Returns a name string for this customer, either "Company" or "First Last".
7009 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7012 =item ship_name_short
7014 Returns a name string for this (service/shipping) contact, either "Company"
7019 sub ship_name_short {
7021 if ( $self->get('ship_last') ) {
7022 $self->ship_company !~ /^\s*$/
7023 ? $self->ship_company
7024 : $self->ship_contact_firstlast;
7026 $self->name_company_or_firstlast;
7032 Returns this customer's full (billing) contact name only, "Last, First"
7038 $self->get('last'). ', '. $self->first;
7043 Returns this customer's full (shipping) contact name only, "Last, First"
7049 $self->get('ship_last')
7050 ? $self->get('ship_last'). ', '. $self->ship_first
7054 =item contact_firstlast
7056 Returns this customers full (billing) contact name only, "First Last".
7060 sub contact_firstlast {
7062 $self->first. ' '. $self->get('last');
7065 =item ship_contact_firstlast
7067 Returns this customer's full (shipping) contact name only, "First Last".
7071 sub ship_contact_firstlast {
7073 $self->get('ship_last')
7074 ? $self->first. ' '. $self->get('ship_last')
7075 : $self->contact_firstlast;
7080 Returns this customer's full country name
7086 code2country($self->country);
7089 =item geocode DATA_VENDOR
7091 Returns a value for the customer location as encoded by DATA_VENDOR.
7092 Currently this only makes sense for "CCH" as DATA_VENDOR.
7097 my ($self, $data_vendor) = (shift, shift); #always cch for now
7099 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7100 return $geocode if $geocode;
7102 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7106 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7107 if $self->country eq 'US';
7111 #CCH specific location stuff
7112 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7114 my @cust_tax_location =
7116 'table' => 'cust_tax_location',
7117 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7118 'extra_sql' => $extra_sql,
7119 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7122 $geocode = $cust_tax_location[0]->geocode
7123 if scalar(@cust_tax_location);
7132 Returns a status string for this customer, currently:
7136 =item prospect - No packages have ever been ordered
7138 =item active - One or more recurring packages is active
7140 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7142 =item suspended - All non-cancelled recurring packages are suspended
7144 =item cancelled - All recurring packages are cancelled
7150 sub status { shift->cust_status(@_); }
7154 for my $status (qw( prospect active inactive suspended cancelled )) {
7155 my $method = $status.'_sql';
7156 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7157 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7158 $sth->execute( ($self->custnum) x $numnum )
7159 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7160 return $status if $sth->fetchrow_arrayref->[0];
7164 =item ucfirst_cust_status
7166 =item ucfirst_status
7168 Returns the status with the first character capitalized.
7172 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7174 sub ucfirst_cust_status {
7176 ucfirst($self->cust_status);
7181 Returns a hex triplet color string for this customer's status.
7185 use vars qw(%statuscolor);
7186 tie %statuscolor, 'Tie::IxHash',
7187 'prospect' => '7e0079', #'000000', #black? naw, purple
7188 'active' => '00CC00', #green
7189 'inactive' => '0000CC', #blue
7190 'suspended' => 'FF9900', #yellow
7191 'cancelled' => 'FF0000', #red
7194 sub statuscolor { shift->cust_statuscolor(@_); }
7196 sub cust_statuscolor {
7198 $statuscolor{$self->cust_status};
7203 Returns an array of hashes representing the customer's RT tickets.
7210 my $num = $conf->config('cust_main-max_tickets') || 10;
7213 if ( $conf->config('ticket_system') ) {
7214 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7216 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7220 foreach my $priority (
7221 $conf->config('ticket_system-custom_priority_field-values'), ''
7223 last if scalar(@tickets) >= $num;
7225 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7226 $num - scalar(@tickets),
7236 # Return services representing svc_accts in customer support packages
7237 sub support_services {
7239 my %packages = map { $_ => 1 } $conf->config('support_packages');
7241 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7242 grep { $_->part_svc->svcdb eq 'svc_acct' }
7243 map { $_->cust_svc }
7244 grep { exists $packages{ $_->pkgpart } }
7245 $self->ncancelled_pkgs;
7249 # Return a list of latitude/longitude for one of the services (if any)
7250 sub service_coordinates {
7254 grep { $_->latitude && $_->longitude }
7256 map { $_->cust_svc }
7257 $self->ncancelled_pkgs;
7259 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7264 =head1 CLASS METHODS
7270 Class method that returns the list of possible status strings for customers
7271 (see L<the status method|/status>). For example:
7273 @statuses = FS::cust_main->statuses();
7278 #my $self = shift; #could be class...
7284 Returns an SQL expression identifying prospective cust_main records (customers
7285 with no packages ever ordered)
7289 use vars qw($select_count_pkgs);
7290 $select_count_pkgs =
7291 "SELECT COUNT(*) FROM cust_pkg
7292 WHERE cust_pkg.custnum = cust_main.custnum";
7294 sub select_count_pkgs_sql {
7298 sub prospect_sql { "
7299 0 = ( $select_count_pkgs )
7304 Returns an SQL expression identifying active cust_main records (customers with
7305 active recurring packages).
7310 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7316 Returns an SQL expression identifying inactive cust_main records (customers with
7317 no active recurring packages, but otherwise unsuspended/uncancelled).
7321 sub inactive_sql { "
7322 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7324 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7330 Returns an SQL expression identifying suspended cust_main records.
7335 sub suspended_sql { susp_sql(@_); }
7337 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7339 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7345 Returns an SQL expression identifying cancelled cust_main records.
7349 sub cancelled_sql { cancel_sql(@_); }
7352 my $recurring_sql = FS::cust_pkg->recurring_sql;
7353 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7356 0 < ( $select_count_pkgs )
7357 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7358 AND 0 = ( $select_count_pkgs AND $recurring_sql
7359 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7361 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7367 =item uncancelled_sql
7369 Returns an SQL expression identifying un-cancelled cust_main records.
7373 sub uncancelled_sql { uncancel_sql(@_); }
7374 sub uncancel_sql { "
7375 ( 0 < ( $select_count_pkgs
7376 AND ( cust_pkg.cancel IS NULL
7377 OR cust_pkg.cancel = 0
7380 OR 0 = ( $select_count_pkgs )
7386 Returns an SQL fragment to retreive the balance.
7391 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7392 WHERE cust_bill.custnum = cust_main.custnum )
7393 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7394 WHERE cust_pay.custnum = cust_main.custnum )
7395 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7396 WHERE cust_credit.custnum = cust_main.custnum )
7397 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7398 WHERE cust_refund.custnum = cust_main.custnum )
7401 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
7403 Returns an SQL fragment to retreive the balance for this customer, optionally
7404 considering invoices with date earlier than START_TIME, and not
7405 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7406 total_unapplied_payments).
7408 Times are specified as SQL fragments or numeric
7409 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7410 L<Date::Parse> for conversion functions. The empty string can be passed
7411 to disable that time constraint completely.
7413 Available options are:
7417 =item unapplied_date
7419 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)
7424 set to true to remove all customer comparison clauses, for totals
7429 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7434 JOIN clause (typically used with the total option)
7438 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7439 time will be ignored. Note that START_TIME and END_TIME only limit the date
7440 range for invoices and I<unapplied> payments, credits, and refunds.
7446 sub balance_date_sql {
7447 my( $class, $start, $end, %opt ) = @_;
7449 my $cutoff = $opt{'cutoff'};
7451 my $owed = FS::cust_bill->owed_sql($cutoff);
7452 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7453 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7454 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7456 my $j = $opt{'join'} || '';
7458 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7459 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7460 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7461 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7463 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7464 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7465 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7466 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7471 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7473 Returns an SQL fragment to retreive the total unapplied payments for this
7474 customer, only considering invoices with date earlier than START_TIME, and
7475 optionally not later than END_TIME.
7477 Times are specified as SQL fragments or numeric
7478 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7479 L<Date::Parse> for conversion functions. The empty string can be passed
7480 to disable that time constraint completely.
7482 Available options are:
7486 sub unapplied_payments_date_sql {
7487 my( $class, $start, $end, %opt ) = @_;
7489 my $cutoff = $opt{'cutoff'};
7491 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7493 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7494 'unapplied_date'=>1 );
7496 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7499 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7501 Helper method for balance_date_sql; name (and usage) subject to change
7502 (suggestions welcome).
7504 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7505 cust_refund, cust_credit or cust_pay).
7507 If TABLE is "cust_bill" or the unapplied_date option is true, only
7508 considers records with date earlier than START_TIME, and optionally not
7509 later than END_TIME .
7513 sub _money_table_where {
7514 my( $class, $table, $start, $end, %opt ) = @_;
7517 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7518 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7519 push @where, "$table._date <= $start" if defined($start) && length($start);
7520 push @where, "$table._date > $end" if defined($end) && length($end);
7522 push @where, @{$opt{'where'}} if $opt{'where'};
7523 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7529 =item search HASHREF
7533 Returns a qsearch hash expression to search for parameters specified in
7534 HASHREF. Valid parameters are
7542 =item cancelled_pkgs
7548 listref of start date, end date
7558 =item current_balance
7560 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7564 =item flattened_pkgs
7573 my ($class, $params) = @_;
7584 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7586 "cust_main.agentnum = $1";
7590 # do the same for user
7593 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7595 "cust_main.usernum = $1";
7602 #prospect active inactive suspended cancelled
7603 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7604 my $method = $params->{'status'}. '_sql';
7605 #push @where, $class->$method();
7606 push @where, FS::cust_main->$method();
7610 # parse cancelled package checkbox
7615 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7616 unless $params->{'cancelled_pkgs'};
7619 # parse without census tract checkbox
7622 push @where, "(censustract = '' or censustract is null)"
7623 if $params->{'no_censustract'};
7629 foreach my $field (qw( signupdate )) {
7631 next unless exists($params->{$field});
7633 my($beginning, $ending, $hour) = @{$params->{$field}};
7636 "cust_main.$field IS NOT NULL",
7637 "cust_main.$field >= $beginning",
7638 "cust_main.$field <= $ending";
7640 # XXX: do this for mysql and/or pull it out of here
7642 if ($dbh->{Driver}->{Name} eq 'Pg') {
7643 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7646 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7650 $orderby ||= "ORDER BY cust_main.$field";
7658 if ( $params->{'classnum'} ) {
7660 my @classnum = ref( $params->{'classnum'} )
7661 ? @{ $params->{'classnum'} }
7662 : ( $params->{'classnum'} );
7664 @classnum = grep /^(\d*)$/, @classnum;
7667 push @where, '( '. join(' OR ', map {
7668 $_ ? "cust_main.classnum = $_"
7669 : "cust_main.classnum IS NULL"
7682 if ( $params->{'payby'} ) {
7684 my @payby = ref( $params->{'payby'} )
7685 ? @{ $params->{'payby'} }
7686 : ( $params->{'payby'} );
7688 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7690 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
7696 # paydate_year / paydate_month
7699 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
7701 $params->{'paydate_month'} =~ /^(\d\d?)$/
7702 or die "paydate_year without paydate_month?";
7706 'paydate IS NOT NULL',
7708 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
7716 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
7718 if ( $1 eq 'NULL' ) {
7720 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
7723 "cust_main.invoice_terms IS NOT NULL",
7724 "cust_main.invoice_terms = '$1'";
7732 if ( $params->{'current_balance'} ) {
7734 #my $balance_sql = $class->balance_sql();
7735 my $balance_sql = FS::cust_main->balance_sql();
7737 my @current_balance =
7738 ref( $params->{'current_balance'} )
7739 ? @{ $params->{'current_balance'} }
7740 : ( $params->{'current_balance'} );
7742 push @where, map { s/current_balance/$balance_sql/; $_ }
7751 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7753 "cust_main.custbatch = '$1'";
7757 # setup queries, subs, etc. for the search
7760 $orderby ||= 'ORDER BY custnum';
7762 # here is the agent virtualization
7763 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7765 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7767 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7769 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7771 my $select = join(', ',
7772 'cust_main.custnum',
7773 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7776 my(@extra_headers) = ();
7777 my(@extra_fields) = ();
7779 if ($params->{'flattened_pkgs'}) {
7781 if ($dbh->{Driver}->{Name} eq 'Pg') {
7783 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7785 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7786 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7787 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7789 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7790 "omitting packing information from report.";
7793 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7795 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7796 $sth->execute() or die $sth->errstr;
7797 my $headerrow = $sth->fetchrow_arrayref;
7798 my $headercount = $headerrow ? $headerrow->[0] : 0;
7799 while($headercount) {
7800 unshift @extra_headers, "Package ". $headercount;
7801 unshift @extra_fields, eval q!sub {my $c = shift;
7802 my @a = split '\|', $c->magic;
7803 my $p = $a[!.--$headercount. q!];
7811 'table' => 'cust_main',
7812 'select' => $select,
7814 'extra_sql' => $extra_sql,
7815 'order_by' => $orderby,
7816 'count_query' => $count_query,
7817 'extra_headers' => \@extra_headers,
7818 'extra_fields' => \@extra_fields,
7823 =item email_search_result HASHREF
7827 Emails a notice to the specified customers.
7829 Valid parameters are those of the L<search> method, plus the following:
7851 Optional job queue job for status updates.
7855 Returns an error message, or false for success.
7857 If an error occurs during any email, stops the enture send and returns that
7858 error. Presumably if you're getting SMTP errors aborting is better than
7859 retrying everything.
7863 sub email_search_result {
7864 my($class, $params) = @_;
7866 my $from = delete $params->{from};
7867 my $subject = delete $params->{subject};
7868 my $html_body = delete $params->{html_body};
7869 my $text_body = delete $params->{text_body};
7871 my $job = delete $params->{'job'};
7873 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
7874 unless ref($params->{'payby'});
7876 my $sql_query = $class->search($params);
7878 my $count_query = delete($sql_query->{'count_query'});
7879 my $count_sth = dbh->prepare($count_query)
7880 or die "Error preparing $count_query: ". dbh->errstr;
7882 or die "Error executing $count_query: ". $count_sth->errstr;
7883 my $count_arrayref = $count_sth->fetchrow_arrayref;
7884 my $num_cust = $count_arrayref->[0];
7886 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7887 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7890 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7892 #eventually order+limit magic to reduce memory use?
7893 foreach my $cust_main ( qsearch($sql_query) ) {
7895 my $to = $cust_main->invoicing_list_emailonly_scalar;
7898 my $error = send_email(
7902 'subject' => $subject,
7903 'html_body' => $html_body,
7904 'text_body' => $text_body,
7907 return $error if $error;
7909 if ( $job ) { #progressbar foo
7911 if ( time - $min_sec > $last ) {
7912 my $error = $job->update_statustext(
7913 int( 100 * $num / $num_cust )
7915 die $error if $error;
7925 use Storable qw(thaw);
7928 sub process_email_search_result {
7930 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7932 my $param = thaw(decode_base64(shift));
7933 warn Dumper($param) if $DEBUG;
7935 $param->{'job'} = $job;
7937 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
7938 unless ref($param->{'payby'});
7940 my $error = FS::cust_main->email_search_result( $param );
7941 die $error if $error;
7945 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7947 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7948 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
7949 specified (the appropriate ship_ field is also searched).
7951 Additional options are the same as FS::Record::qsearch
7956 my( $self, $fuzzy, $hash, @opt) = @_;
7961 check_and_rebuild_fuzzyfiles();
7962 foreach my $field ( keys %$fuzzy ) {
7964 my $all = $self->all_X($field);
7965 next unless scalar(@$all);
7968 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7971 foreach ( keys %match ) {
7972 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7973 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7976 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7979 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7981 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7989 Returns a masked version of the named field
7994 my ($self,$field) = @_;
7998 'x'x(length($self->getfield($field))-4).
7999 substr($self->getfield($field), (length($self->getfield($field))-4));
8009 =item smart_search OPTION => VALUE ...
8011 Accepts the following options: I<search>, the string to search for. The string
8012 will be searched for as a customer number, phone number, name or company name,
8013 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8014 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8015 skip fuzzy matching when an exact match is found.
8017 Any additional options are treated as an additional qualifier on the search
8020 Returns a (possibly empty) array of FS::cust_main objects.
8027 #here is the agent virtualization
8028 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8032 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8033 my $search = delete $options{'search'};
8034 ( my $alphanum_search = $search ) =~ s/\W//g;
8036 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8038 #false laziness w/Record::ut_phone
8039 my $phonen = "$1-$2-$3";
8040 $phonen .= " x$4" if $4;
8042 push @cust_main, qsearch( {
8043 'table' => 'cust_main',
8044 'hashref' => { %options },
8045 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8047 join(' OR ', map "$_ = '$phonen'",
8048 qw( daytime night fax
8049 ship_daytime ship_night ship_fax )
8052 " AND $agentnums_sql", #agent virtualization
8055 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8056 #try looking for matches with extensions unless one was specified
8058 push @cust_main, qsearch( {
8059 'table' => 'cust_main',
8060 'hashref' => { %options },
8061 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8063 join(' OR ', map "$_ LIKE '$phonen\%'",
8065 ship_daytime ship_night )
8068 " AND $agentnums_sql", #agent virtualization
8073 # custnum search (also try agent_custid), with some tweaking options if your
8074 # legacy cust "numbers" have letters
8077 if ( $search =~ /^\s*(\d+)\s*$/
8078 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8079 && $search =~ /^\s*(\w\w?\d+)\s*$/
8081 || ( $conf->exists('address1-search' )
8082 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8089 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8090 push @cust_main, qsearch( {
8091 'table' => 'cust_main',
8092 'hashref' => { 'custnum' => $num, %options },
8093 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8097 push @cust_main, qsearch( {
8098 'table' => 'cust_main',
8099 'hashref' => { 'agent_custid' => $num, %options },
8100 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8103 if ( $conf->exists('address1-search') ) {
8104 my $len = length($num);
8106 foreach my $prefix ( '', 'ship_' ) {
8107 push @cust_main, qsearch( {
8108 'table' => 'cust_main',
8109 'hashref' => { %options, },
8111 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8112 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8113 " AND $agentnums_sql",
8118 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8120 my($company, $last, $first) = ( $1, $2, $3 );
8122 # "Company (Last, First)"
8123 #this is probably something a browser remembered,
8124 #so just do an exact search (but case-insensitive, so USPS standardization
8125 #doesn't throw a wrench in the works)
8127 foreach my $prefix ( '', 'ship_' ) {
8128 push @cust_main, qsearch( {
8129 'table' => 'cust_main',
8130 'hashref' => { %options },
8132 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8134 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8135 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8136 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8142 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8143 # try (ship_){last,company}
8147 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8148 # # full strings the browser remembers won't work
8149 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8151 use Lingua::EN::NameParse;
8152 my $NameParse = new Lingua::EN::NameParse(
8154 allow_reversed => 1,
8157 my($last, $first) = ( '', '' );
8158 #maybe disable this too and just rely on NameParse?
8159 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8161 ($last, $first) = ( $1, $2 );
8163 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8164 } elsif ( ! $NameParse->parse($value) ) {
8166 my %name = $NameParse->components;
8167 $first = $name{'given_name_1'};
8168 $last = $name{'surname_1'};
8172 if ( $first && $last ) {
8174 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8177 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8179 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8180 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8183 push @cust_main, qsearch( {
8184 'table' => 'cust_main',
8185 'hashref' => \%options,
8186 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8189 # or it just be something that was typed in... (try that in a sec)
8193 my $q_value = dbh->quote($value);
8196 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8197 $sql .= " ( LOWER(last) = $q_value
8198 OR LOWER(company) = $q_value
8199 OR LOWER(ship_last) = $q_value
8200 OR LOWER(ship_company) = $q_value
8202 $sql .= " OR LOWER(address1) = $q_value
8203 OR LOWER(ship_address1) = $q_value
8205 if $conf->exists('address1-search');
8208 push @cust_main, qsearch( {
8209 'table' => 'cust_main',
8210 'hashref' => \%options,
8211 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8214 #no exact match, trying substring/fuzzy
8215 #always do substring & fuzzy (unless they're explicity config'ed off)
8216 #getting complaints searches are not returning enough
8217 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8219 #still some false laziness w/search (was search/cust_main.cgi)
8224 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8225 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8228 if ( $first && $last ) {
8231 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8232 'last' => { op=>'ILIKE', value=>"%$last%" },
8234 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8235 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8242 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8243 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8247 if ( $conf->exists('address1-search') ) {
8249 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8250 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8254 foreach my $hashref ( @hashrefs ) {
8256 push @cust_main, qsearch( {
8257 'table' => 'cust_main',
8258 'hashref' => { %$hashref,
8261 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8270 " AND $agentnums_sql", #extra_sql #agent virtualization
8273 if ( $first && $last ) {
8274 push @cust_main, FS::cust_main->fuzzy_search(
8275 { 'last' => $last, #fuzzy hashref
8276 'first' => $first }, #
8280 foreach my $field ( 'last', 'company' ) {
8282 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8284 if ( $conf->exists('address1-search') ) {
8286 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8293 #eliminate duplicates
8295 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8303 Accepts the following options: I<email>, the email address to search for. The
8304 email address will be searched for as an email invoice destination and as an
8307 #Any additional options are treated as an additional qualifier on the search
8308 #(i.e. I<agentnum>).
8310 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8320 my $email = delete $options{'email'};
8322 #we're only being used by RT at the moment... no agent virtualization yet
8323 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8327 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8329 my ( $user, $domain ) = ( $1, $2 );
8331 warn "$me smart_search: searching for $user in domain $domain"
8337 'table' => 'cust_main_invoice',
8338 'hashref' => { 'dest' => $email },
8345 map $_->cust_svc->cust_pkg,
8347 'table' => 'svc_acct',
8348 'hashref' => { 'username' => $user, },
8350 'AND ( SELECT domain FROM svc_domain
8351 WHERE svc_acct.domsvc = svc_domain.svcnum
8352 ) = '. dbh->quote($domain),
8358 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8360 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8367 =item check_and_rebuild_fuzzyfiles
8371 sub check_and_rebuild_fuzzyfiles {
8372 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8373 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8376 =item rebuild_fuzzyfiles
8380 sub rebuild_fuzzyfiles {
8382 use Fcntl qw(:flock);
8384 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8385 mkdir $dir, 0700 unless -d $dir;
8387 foreach my $fuzzy ( @fuzzyfields ) {
8389 open(LOCK,">>$dir/cust_main.$fuzzy")
8390 or die "can't open $dir/cust_main.$fuzzy: $!";
8392 or die "can't lock $dir/cust_main.$fuzzy: $!";
8394 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8395 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8397 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8398 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8399 " WHERE $field != '' AND $field IS NOT NULL");
8400 $sth->execute or die $sth->errstr;
8402 while ( my $row = $sth->fetchrow_arrayref ) {
8403 print CACHE $row->[0]. "\n";
8408 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8410 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8421 my( $self, $field ) = @_;
8422 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8423 open(CACHE,"<$dir/cust_main.$field")
8424 or die "can't open $dir/cust_main.$field: $!";
8425 my @array = map { chomp; $_; } <CACHE>;
8430 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8434 sub append_fuzzyfiles {
8435 #my( $first, $last, $company ) = @_;
8437 &check_and_rebuild_fuzzyfiles;
8439 use Fcntl qw(:flock);
8441 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8443 foreach my $field (@fuzzyfields) {
8448 open(CACHE,">>$dir/cust_main.$field")
8449 or die "can't open $dir/cust_main.$field: $!";
8450 flock(CACHE,LOCK_EX)
8451 or die "can't lock $dir/cust_main.$field: $!";
8453 print CACHE "$value\n";
8455 flock(CACHE,LOCK_UN)
8456 or die "can't unlock $dir/cust_main.$field: $!";
8471 #warn join('-',keys %$param);
8472 my $fh = $param->{filehandle};
8473 my @fields = @{$param->{fields}};
8475 eval "use Text::CSV_XS;";
8478 my $csv = new Text::CSV_XS;
8485 local $SIG{HUP} = 'IGNORE';
8486 local $SIG{INT} = 'IGNORE';
8487 local $SIG{QUIT} = 'IGNORE';
8488 local $SIG{TERM} = 'IGNORE';
8489 local $SIG{TSTP} = 'IGNORE';
8490 local $SIG{PIPE} = 'IGNORE';
8492 my $oldAutoCommit = $FS::UID::AutoCommit;
8493 local $FS::UID::AutoCommit = 0;
8496 #while ( $columns = $csv->getline($fh) ) {
8498 while ( defined($line=<$fh>) ) {
8500 $csv->parse($line) or do {
8501 $dbh->rollback if $oldAutoCommit;
8502 return "can't parse: ". $csv->error_input();
8505 my @columns = $csv->fields();
8506 #warn join('-',@columns);
8509 foreach my $field ( @fields ) {
8510 $row{$field} = shift @columns;
8513 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8514 unless ( $cust_main ) {
8515 $dbh->rollback if $oldAutoCommit;
8516 return "unknown custnum $row{'custnum'}";
8519 if ( $row{'amount'} > 0 ) {
8520 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8522 $dbh->rollback if $oldAutoCommit;
8526 } elsif ( $row{'amount'} < 0 ) {
8527 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8530 $dbh->rollback if $oldAutoCommit;
8540 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8542 return "Empty file!" unless $imported;
8548 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8550 Sends a templated email notification to the customer (see L<Text::Template>).
8552 OPTIONS is a hash and may include
8554 I<from> - the email sender (default is invoice_from)
8556 I<to> - comma-separated scalar or arrayref of recipients
8557 (default is invoicing_list)
8559 I<subject> - The subject line of the sent email notification
8560 (default is "Notice from company_name")
8562 I<extra_fields> - a hashref of name/value pairs which will be substituted
8565 The following variables are vavailable in the template.
8567 I<$first> - the customer first name
8568 I<$last> - the customer last name
8569 I<$company> - the customer company
8570 I<$payby> - a description of the method of payment for the customer
8571 # would be nice to use FS::payby::shortname
8572 I<$payinfo> - the account information used to collect for this customer
8573 I<$expdate> - the expiration of the customer payment in seconds from epoch
8578 my ($self, $template, %options) = @_;
8580 return unless $conf->exists($template);
8582 my $from = $conf->config('invoice_from', $self->agentnum)
8583 if $conf->exists('invoice_from', $self->agentnum);
8584 $from = $options{from} if exists($options{from});
8586 my $to = join(',', $self->invoicing_list_emailonly);
8587 $to = $options{to} if exists($options{to});
8589 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8590 if $conf->exists('company_name', $self->agentnum);
8591 $subject = $options{subject} if exists($options{subject});
8593 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8594 SOURCE => [ map "$_\n",
8595 $conf->config($template)]
8597 or die "can't create new Text::Template object: Text::Template::ERROR";
8598 $notify_template->compile()
8599 or die "can't compile template: Text::Template::ERROR";
8601 $FS::notify_template::_template::company_name =
8602 $conf->config('company_name', $self->agentnum);
8603 $FS::notify_template::_template::company_address =
8604 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8606 my $paydate = $self->paydate || '2037-12-31';
8607 $FS::notify_template::_template::first = $self->first;
8608 $FS::notify_template::_template::last = $self->last;
8609 $FS::notify_template::_template::company = $self->company;
8610 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8611 my $payby = $self->payby;
8612 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8613 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8615 #credit cards expire at the end of the month/year of their exp date
8616 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8617 $FS::notify_template::_template::payby = 'credit card';
8618 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8619 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8621 }elsif ($payby eq 'COMP') {
8622 $FS::notify_template::_template::payby = 'complimentary account';
8624 $FS::notify_template::_template::payby = 'current method';
8626 $FS::notify_template::_template::expdate = $expire_time;
8628 for (keys %{$options{extra_fields}}){
8630 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8633 send_email(from => $from,
8635 subject => $subject,
8636 body => $notify_template->fill_in( PACKAGE =>
8637 'FS::notify_template::_template' ),
8642 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8644 Generates a templated notification to the customer (see L<Text::Template>).
8646 OPTIONS is a hash and may include
8648 I<extra_fields> - a hashref of name/value pairs which will be substituted
8649 into the template. These values may override values mentioned below
8650 and those from the customer record.
8652 The following variables are available in the template instead of or in addition
8653 to the fields of the customer record.
8655 I<$payby> - a description of the method of payment for the customer
8656 # would be nice to use FS::payby::shortname
8657 I<$payinfo> - the masked account information used to collect for this customer
8658 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8659 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8663 sub generate_letter {
8664 my ($self, $template, %options) = @_;
8666 return unless $conf->exists($template);
8668 my $letter_template = new Text::Template
8670 SOURCE => [ map "$_\n", $conf->config($template)],
8671 DELIMITERS => [ '[@--', '--@]' ],
8673 or die "can't create new Text::Template object: Text::Template::ERROR";
8675 $letter_template->compile()
8676 or die "can't compile template: Text::Template::ERROR";
8678 my %letter_data = map { $_ => $self->$_ } $self->fields;
8679 $letter_data{payinfo} = $self->mask_payinfo;
8681 #my $paydate = $self->paydate || '2037-12-31';
8682 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8684 my $payby = $self->payby;
8685 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8686 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8688 #credit cards expire at the end of the month/year of their exp date
8689 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8690 $letter_data{payby} = 'credit card';
8691 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8692 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8694 }elsif ($payby eq 'COMP') {
8695 $letter_data{payby} = 'complimentary account';
8697 $letter_data{payby} = 'current method';
8699 $letter_data{expdate} = $expire_time;
8701 for (keys %{$options{extra_fields}}){
8702 $letter_data{$_} = $options{extra_fields}->{$_};
8705 unless(exists($letter_data{returnaddress})){
8706 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8707 $self->agent_template)
8709 if ( length($retadd) ) {
8710 $letter_data{returnaddress} = $retadd;
8711 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8712 $letter_data{returnaddress} =
8713 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8714 $conf->config('company_address', $self->agentnum)
8717 $letter_data{returnaddress} = '~';
8721 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8723 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8725 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8726 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8730 ) or die "can't open temp file: $!\n";
8732 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8734 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8738 =item print_ps TEMPLATE
8740 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8746 my $file = $self->generate_letter(@_);
8747 FS::Misc::generate_ps($file);
8750 =item print TEMPLATE
8752 Prints the filled in template.
8754 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8758 sub queueable_print {
8761 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8762 or die "invalid customer number: " . $opt{custvnum};
8764 my $error = $self->print( $opt{template} );
8765 die $error if $error;
8769 my ($self, $template) = (shift, shift);
8770 do_print [ $self->print_ps($template) ];
8773 #these three subs should just go away once agent stuff is all config overrides
8775 sub agent_template {
8777 $self->_agent_plandata('agent_templatename');
8780 sub agent_invoice_from {
8782 $self->_agent_plandata('agent_invoice_from');
8785 sub _agent_plandata {
8786 my( $self, $option ) = @_;
8788 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8789 #agent-specific Conf
8791 use FS::part_event::Condition;
8793 my $agentnum = $self->agentnum;
8795 my $regexp = regexp_sql();
8797 my $part_event_option =
8799 'select' => 'part_event_option.*',
8800 'table' => 'part_event_option',
8802 LEFT JOIN part_event USING ( eventpart )
8803 LEFT JOIN part_event_option AS peo_agentnum
8804 ON ( part_event.eventpart = peo_agentnum.eventpart
8805 AND peo_agentnum.optionname = 'agentnum'
8806 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8808 LEFT JOIN part_event_condition
8809 ON ( part_event.eventpart = part_event_condition.eventpart
8810 AND part_event_condition.conditionname = 'cust_bill_age'
8812 LEFT JOIN part_event_condition_option
8813 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8814 AND part_event_condition_option.optionname = 'age'
8817 #'hashref' => { 'optionname' => $option },
8818 #'hashref' => { 'part_event_option.optionname' => $option },
8820 " WHERE part_event_option.optionname = ". dbh->quote($option).
8821 " AND action = 'cust_bill_send_agent' ".
8822 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8823 " AND peo_agentnum.optionname = 'agentnum' ".
8824 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8826 CASE WHEN part_event_condition_option.optionname IS NULL
8828 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8830 , part_event.weight".
8834 unless ( $part_event_option ) {
8835 return $self->agent->invoice_template || ''
8836 if $option eq 'agent_templatename';
8840 $part_event_option->optionvalue;
8844 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
8846 Subroutine (not a method), designed to be called from the queue.
8848 Takes a list of options and values.
8850 Pulls up the customer record via the custnum option and calls bill_and_collect.
8855 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8857 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8858 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
8860 $cust_main->bill_and_collect( %args );
8863 sub _upgrade_data { #class method
8864 my ($class, %opts) = @_;
8866 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8867 my $sth = dbh->prepare($sql) or die dbh->errstr;
8868 $sth->execute or die $sth->errstr;
8870 local($ignore_expired_card) = 1;
8871 $class->_upgrade_otaker(%opts);
8881 The delete method should possibly take an FS::cust_main object reference
8882 instead of a scalar customer number.
8884 Bill and collect options should probably be passed as references instead of a
8887 There should probably be a configuration file with a list of allowed credit
8890 No multiple currency support (probably a larger project than just this module).
8892 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8894 Birthdates rely on negative epoch values.
8896 The payby for card/check batches is broken. With mixed batching, bad
8899 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8903 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8904 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8905 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.