5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
49 use FS::cust_main_exemption;
50 use FS::cust_tax_adjustment;
52 use FS::tax_rate_location;
53 use FS::cust_tax_location;
54 use FS::part_pkg_taxrate;
56 use FS::cust_main_invoice;
57 use FS::cust_credit_bill;
58 use FS::cust_bill_pay;
59 use FS::prepay_credit;
63 use FS::part_event_condition;
66 use FS::payment_gateway;
67 use FS::agent_payment_gateway;
69 use FS::payinfo_Mixin;
72 @ISA = qw( FS::payinfo_Mixin FS::Record );
74 @EXPORT_OK = qw( smart_search );
76 $realtime_bop_decline_quiet = 0;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
88 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
193 (optional, see L<FS::cust_main_county>)
197 (see L<FS::cust_main_county>)
203 (see L<FS::cust_main_county>)
239 (optional, see L<FS::cust_main_county>)
243 (see L<FS::cust_main_county>)
249 (see L<FS::cust_main_county>)
265 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
269 Payment Information (See L<FS::payinfo_Mixin> for data format)
273 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
277 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
281 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
285 Start date month (maestro/solo cards only)
289 Start date year (maestro/solo cards only)
293 Issue number (maestro/solo cards only)
297 Name on card or billing name
301 IP address from which payment information was received
305 Tax exempt, empty or `Y'
309 Order taker (assigned automatically, see L<FS::UID>)
315 =item referral_custnum
317 Referring customer number
321 Enable individual CDR spooling, empty or `Y'
325 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
329 Discourage individual CDR printing, empty or `Y'
339 Creates a new customer. To add the customer to the database, see L<"insert">.
341 Note that this stores the hash reference, not a distinct copy of the hash it
342 points to. You can ask the object for a copy with the I<hash> method.
346 sub table { 'cust_main'; }
348 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
350 Adds this customer to the database. If there is an error, returns the error,
351 otherwise returns false.
353 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
354 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
355 are inserted atomicly, or the transaction is rolled back. Passing an empty
356 hash reference is equivalent to not supplying this parameter. There should be
357 a better explanation of this, but until then, here's an example:
360 tie %hash, 'Tie::RefHash'; #this part is important
362 $cust_pkg => [ $svc_acct ],
365 $cust_main->insert( \%hash );
367 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
368 be set as the invoicing list (see L<"invoicing_list">). Errors return as
369 expected and rollback the entire transaction; it is not necessary to call
370 check_invoicing_list first. The invoicing_list is set after the records in the
371 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
372 invoicing_list destination to the newly-created svc_acct. Here's an example:
374 $cust_main->insert( {}, [ $email, 'POST' ] );
376 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
378 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
379 on the supplied jobnum (they will not run until the specific job completes).
380 This can be used to defer provisioning until some action completes (such
381 as running the customer's credit card successfully).
383 The I<noexport> option is deprecated. If I<noexport> is set true, no
384 provisioning jobs (exports) are scheduled. (You can schedule them later with
385 the B<reexport> method.)
387 The I<tax_exemption> option can be set to an arrayref of tax names.
388 FS::cust_main_exemption records will be created and inserted.
394 my $cust_pkgs = @_ ? shift : {};
395 my $invoicing_list = @_ ? shift : '';
397 warn "$me insert called with options ".
398 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
401 local $SIG{HUP} = 'IGNORE';
402 local $SIG{INT} = 'IGNORE';
403 local $SIG{QUIT} = 'IGNORE';
404 local $SIG{TERM} = 'IGNORE';
405 local $SIG{TSTP} = 'IGNORE';
406 local $SIG{PIPE} = 'IGNORE';
408 my $oldAutoCommit = $FS::UID::AutoCommit;
409 local $FS::UID::AutoCommit = 0;
412 my $prepay_identifier = '';
413 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
415 if ( $self->payby eq 'PREPAY' ) {
417 $self->payby('BILL');
418 $prepay_identifier = $self->payinfo;
421 warn " looking up prepaid card $prepay_identifier\n"
424 my $error = $self->get_prepay( $prepay_identifier,
425 'amount_ref' => \$amount,
426 'seconds_ref' => \$seconds,
427 'upbytes_ref' => \$upbytes,
428 'downbytes_ref' => \$downbytes,
429 'totalbytes_ref' => \$totalbytes,
432 $dbh->rollback if $oldAutoCommit;
433 #return "error applying prepaid card (transaction rolled back): $error";
437 $payby = 'PREP' if $amount;
439 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
442 $self->payby('BILL');
443 $amount = $self->paid;
447 warn " inserting $self\n"
450 $self->signupdate(time) unless $self->signupdate;
452 $self->auto_agent_custid()
453 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
455 my $error = $self->SUPER::insert;
457 $dbh->rollback if $oldAutoCommit;
458 #return "inserting cust_main record (transaction rolled back): $error";
462 warn " setting invoicing list\n"
465 if ( $invoicing_list ) {
466 $error = $self->check_invoicing_list( $invoicing_list );
468 $dbh->rollback if $oldAutoCommit;
469 #return "checking invoicing_list (transaction rolled back): $error";
472 $self->invoicing_list( $invoicing_list );
475 warn " setting cust_main_exemption\n"
478 my $tax_exemption = delete $options{'tax_exemption'};
479 if ( $tax_exemption ) {
480 foreach my $taxname ( @$tax_exemption ) {
481 my $cust_main_exemption = new FS::cust_main_exemption {
482 'custnum' => $self->custnum,
483 'taxname' => $taxname,
485 my $error = $cust_main_exemption->insert;
487 $dbh->rollback if $oldAutoCommit;
488 return "inserting cust_main_exemption (transaction rolled back): $error";
493 if ( $conf->config('cust_main-skeleton_tables')
494 && $conf->config('cust_main-skeleton_custnum') ) {
496 warn " inserting skeleton records\n"
499 my $error = $self->start_copy_skel;
501 $dbh->rollback if $oldAutoCommit;
507 warn " ordering packages\n"
510 $error = $self->order_pkgs( $cust_pkgs,
512 'seconds_ref' => \$seconds,
513 'upbytes_ref' => \$upbytes,
514 'downbytes_ref' => \$downbytes,
515 'totalbytes_ref' => \$totalbytes,
518 $dbh->rollback if $oldAutoCommit;
523 $dbh->rollback if $oldAutoCommit;
524 return "No svc_acct record to apply pre-paid time";
526 if ( $upbytes || $downbytes || $totalbytes ) {
527 $dbh->rollback if $oldAutoCommit;
528 return "No svc_acct record to apply pre-paid data";
532 warn " inserting initial $payby payment of $amount\n"
534 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
536 $dbh->rollback if $oldAutoCommit;
537 return "inserting payment (transaction rolled back): $error";
541 unless ( $import || $skip_fuzzyfiles ) {
542 warn " queueing fuzzyfiles update\n"
544 $error = $self->queue_fuzzyfiles_update;
546 $dbh->rollback if $oldAutoCommit;
547 return "updating fuzzy search cache: $error";
551 warn " insert complete; committing transaction\n"
554 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
559 use File::CounterFile;
560 sub auto_agent_custid {
563 my $format = $conf->config('cust_main-auto_agent_custid');
565 if ( $format eq '1YMMXXXXXXXX' ) {
567 my $counter = new File::CounterFile 'cust_main.agent_custid';
570 my $ym = 100000000000 + time2str('%y%m00000000', time);
571 if ( $ym > $counter->value ) {
572 $counter->{'value'} = $agent_custid = $ym;
573 $counter->{'updated'} = 1;
575 $agent_custid = $counter->inc;
581 die "Unknown cust_main-auto_agent_custid format: $format";
584 $self->agent_custid($agent_custid);
588 sub start_copy_skel {
591 #'mg_user_preference' => {},
592 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
593 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
594 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
595 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
596 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
599 _copy_skel( 'cust_main', #tablename
600 $conf->config('cust_main-skeleton_custnum'), #sourceid
601 $self->custnum, #destid
602 @tables, #child tables
606 #recursive subroutine, not a method
608 my( $table, $sourceid, $destid, %child_tables ) = @_;
611 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
612 ( $table, $primary_key ) = ( $1, $2 );
614 my $dbdef_table = dbdef->table($table);
615 $primary_key = $dbdef_table->primary_key
616 or return "$table has no primary key".
617 " (or do you need to run dbdef-create?)";
620 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
621 join (', ', keys %child_tables). "\n"
624 foreach my $child_table_def ( keys %child_tables ) {
628 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
629 ( $child_table, $child_pkey ) = ( $1, $2 );
631 $child_table = $child_table_def;
633 $child_pkey = dbdef->table($child_table)->primary_key;
634 # or return "$table has no primary key".
635 # " (or do you need to run dbdef-create?)\n";
639 if ( keys %{ $child_tables{$child_table_def} } ) {
641 return "$child_table has no primary key".
642 " (run dbdef-create or try specifying it?)\n"
645 #false laziness w/Record::insert and only works on Pg
646 #refactor the proper last-inserted-id stuff out of Record::insert if this
647 # ever gets use for anything besides a quick kludge for one customer
648 my $default = dbdef->table($child_table)->column($child_pkey)->default;
649 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
650 or return "can't parse $child_table.$child_pkey default value ".
651 " for sequence name: $default";
656 my @sel_columns = grep { $_ ne $primary_key }
657 dbdef->table($child_table)->columns;
658 my $sel_columns = join(', ', @sel_columns );
660 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
661 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
662 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
664 my $sel_st = "SELECT $sel_columns FROM $child_table".
665 " WHERE $primary_key = $sourceid";
668 my $sel_sth = dbh->prepare( $sel_st )
669 or return dbh->errstr;
671 $sel_sth->execute or return $sel_sth->errstr;
673 while ( my $row = $sel_sth->fetchrow_hashref ) {
675 warn " selected row: ".
676 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
680 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
681 my $ins_sth =dbh->prepare($statement)
682 or return dbh->errstr;
683 my @param = ( $destid, map $row->{$_}, @ins_columns );
684 warn " $statement: [ ". join(', ', @param). " ]\n"
686 $ins_sth->execute( @param )
687 or return $ins_sth->errstr;
689 #next unless keys %{ $child_tables{$child_table} };
690 next unless $sequence;
692 #another section of that laziness
693 my $seq_sql = "SELECT currval('$sequence')";
694 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
695 $seq_sth->execute or return $seq_sth->errstr;
696 my $insertid = $seq_sth->fetchrow_arrayref->[0];
698 # don't drink soap! recurse! recurse! okay!
700 _copy_skel( $child_table_def,
701 $row->{$child_pkey}, #sourceid
703 %{ $child_tables{$child_table_def} },
705 return $error if $error;
715 =item order_pkg HASHREF | OPTION => VALUE ...
717 Orders a single package.
719 Options may be passed as a list of key/value pairs or as a hash reference.
730 Optional FS::cust_location object
734 Optional arryaref of FS::svc_* service objects.
738 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
739 jobs will have a dependancy on the supplied job (they will not run until the
740 specific job completes). This can be used to defer provisioning until some
741 action completes (such as running the customer's credit card successfully).
745 Optional subject for a ticket created and attached to this customer
749 Optional queue name for ticket additions
757 my $opt = ref($_[0]) ? shift : { @_ };
759 warn "$me order_pkg called with options ".
760 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
763 my $cust_pkg = $opt->{'cust_pkg'};
764 my $svcs = $opt->{'svcs'} || [];
766 my %svc_options = ();
767 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
768 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
770 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
771 qw( ticket_subject ticket_queue );
773 local $SIG{HUP} = 'IGNORE';
774 local $SIG{INT} = 'IGNORE';
775 local $SIG{QUIT} = 'IGNORE';
776 local $SIG{TERM} = 'IGNORE';
777 local $SIG{TSTP} = 'IGNORE';
778 local $SIG{PIPE} = 'IGNORE';
780 my $oldAutoCommit = $FS::UID::AutoCommit;
781 local $FS::UID::AutoCommit = 0;
784 if ( $opt->{'cust_location'} &&
785 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
786 my $error = $opt->{'cust_location'}->insert;
788 $dbh->rollback if $oldAutoCommit;
789 return "inserting cust_location (transaction rolled back): $error";
791 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
794 $cust_pkg->custnum( $self->custnum );
796 my $error = $cust_pkg->insert( %insert_params );
798 $dbh->rollback if $oldAutoCommit;
799 return "inserting cust_pkg (transaction rolled back): $error";
802 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
803 if ( $svc_something->svcnum ) {
804 my $old_cust_svc = $svc_something->cust_svc;
805 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
806 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
807 $error = $new_cust_svc->replace($old_cust_svc);
809 $svc_something->pkgnum( $cust_pkg->pkgnum );
810 if ( $svc_something->isa('FS::svc_acct') ) {
811 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
812 qw( seconds upbytes downbytes totalbytes ) ) {
813 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
814 ${ $opt->{$_.'_ref'} } = 0;
817 $error = $svc_something->insert(%svc_options);
820 $dbh->rollback if $oldAutoCommit;
821 return "inserting svc_ (transaction rolled back): $error";
825 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
830 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
831 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
833 Like the insert method on an existing record, this method orders multiple
834 packages and included services atomicaly. Pass a Tie::RefHash data structure
835 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
836 There should be a better explanation of this, but until then, here's an
840 tie %hash, 'Tie::RefHash'; #this part is important
842 $cust_pkg => [ $svc_acct ],
845 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
847 Services can be new, in which case they are inserted, or existing unaudited
848 services, in which case they are linked to the newly-created package.
850 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
851 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
853 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
854 on the supplied jobnum (they will not run until the specific job completes).
855 This can be used to defer provisioning until some action completes (such
856 as running the customer's credit card successfully).
858 The I<noexport> option is deprecated. If I<noexport> is set true, no
859 provisioning jobs (exports) are scheduled. (You can schedule them later with
860 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
861 on the cust_main object is not recommended, as existing services will also be
864 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
865 provided, the scalars (provided by references) will be incremented by the
866 values of the prepaid card.`
872 my $cust_pkgs = shift;
873 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
875 $seconds_ref ||= $options{'seconds_ref'};
877 warn "$me order_pkgs called with options ".
878 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
881 local $SIG{HUP} = 'IGNORE';
882 local $SIG{INT} = 'IGNORE';
883 local $SIG{QUIT} = 'IGNORE';
884 local $SIG{TERM} = 'IGNORE';
885 local $SIG{TSTP} = 'IGNORE';
886 local $SIG{PIPE} = 'IGNORE';
888 my $oldAutoCommit = $FS::UID::AutoCommit;
889 local $FS::UID::AutoCommit = 0;
892 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
894 foreach my $cust_pkg ( keys %$cust_pkgs ) {
896 my $error = $self->order_pkg(
897 'cust_pkg' => $cust_pkg,
898 'svcs' => $cust_pkgs->{$cust_pkg},
899 'seconds_ref' => $seconds_ref,
900 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
905 $dbh->rollback if $oldAutoCommit;
911 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
915 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
917 Recharges this (existing) customer with the specified prepaid card (see
918 L<FS::prepay_credit>), specified either by I<identifier> or as an
919 FS::prepay_credit object. If there is an error, returns the error, otherwise
922 Optionally, five scalar references can be passed as well. They will have their
923 values filled in with the amount, number of seconds, and number of upload,
924 download, and total bytes applied by this prepaid card.
928 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
929 #the only place that uses these args
930 sub recharge_prepay {
931 my( $self, $prepay_credit, $amountref, $secondsref,
932 $upbytesref, $downbytesref, $totalbytesref ) = @_;
934 local $SIG{HUP} = 'IGNORE';
935 local $SIG{INT} = 'IGNORE';
936 local $SIG{QUIT} = 'IGNORE';
937 local $SIG{TERM} = 'IGNORE';
938 local $SIG{TSTP} = 'IGNORE';
939 local $SIG{PIPE} = 'IGNORE';
941 my $oldAutoCommit = $FS::UID::AutoCommit;
942 local $FS::UID::AutoCommit = 0;
945 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
947 my $error = $self->get_prepay( $prepay_credit,
948 'amount_ref' => \$amount,
949 'seconds_ref' => \$seconds,
950 'upbytes_ref' => \$upbytes,
951 'downbytes_ref' => \$downbytes,
952 'totalbytes_ref' => \$totalbytes,
954 || $self->increment_seconds($seconds)
955 || $self->increment_upbytes($upbytes)
956 || $self->increment_downbytes($downbytes)
957 || $self->increment_totalbytes($totalbytes)
958 || $self->insert_cust_pay_prepay( $amount,
960 ? $prepay_credit->identifier
965 $dbh->rollback if $oldAutoCommit;
969 if ( defined($amountref) ) { $$amountref = $amount; }
970 if ( defined($secondsref) ) { $$secondsref = $seconds; }
971 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
972 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
973 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
975 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
980 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
982 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
983 specified either by I<identifier> or as an FS::prepay_credit object.
985 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
986 incremented by the values of the prepaid card.
988 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
989 check or set this customer's I<agentnum>.
991 If there is an error, returns the error, otherwise returns false.
997 my( $self, $prepay_credit, %opt ) = @_;
999 local $SIG{HUP} = 'IGNORE';
1000 local $SIG{INT} = 'IGNORE';
1001 local $SIG{QUIT} = 'IGNORE';
1002 local $SIG{TERM} = 'IGNORE';
1003 local $SIG{TSTP} = 'IGNORE';
1004 local $SIG{PIPE} = 'IGNORE';
1006 my $oldAutoCommit = $FS::UID::AutoCommit;
1007 local $FS::UID::AutoCommit = 0;
1010 unless ( ref($prepay_credit) ) {
1012 my $identifier = $prepay_credit;
1014 $prepay_credit = qsearchs(
1016 { 'identifier' => $prepay_credit },
1021 unless ( $prepay_credit ) {
1022 $dbh->rollback if $oldAutoCommit;
1023 return "Invalid prepaid card: ". $identifier;
1028 if ( $prepay_credit->agentnum ) {
1029 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1030 $dbh->rollback if $oldAutoCommit;
1031 return "prepaid card not valid for agent ". $self->agentnum;
1033 $self->agentnum($prepay_credit->agentnum);
1036 my $error = $prepay_credit->delete;
1038 $dbh->rollback if $oldAutoCommit;
1039 return "removing prepay_credit (transaction rolled back): $error";
1042 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1043 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1045 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1050 =item increment_upbytes SECONDS
1052 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1053 the specified number of upbytes. If there is an error, returns the error,
1054 otherwise returns false.
1058 sub increment_upbytes {
1059 _increment_column( shift, 'upbytes', @_);
1062 =item increment_downbytes SECONDS
1064 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1065 the specified number of downbytes. If there is an error, returns the error,
1066 otherwise returns false.
1070 sub increment_downbytes {
1071 _increment_column( shift, 'downbytes', @_);
1074 =item increment_totalbytes SECONDS
1076 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1077 the specified number of totalbytes. If there is an error, returns the error,
1078 otherwise returns false.
1082 sub increment_totalbytes {
1083 _increment_column( shift, 'totalbytes', @_);
1086 =item increment_seconds SECONDS
1088 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1089 the specified number of seconds. If there is an error, returns the error,
1090 otherwise returns false.
1094 sub increment_seconds {
1095 _increment_column( shift, 'seconds', @_);
1098 =item _increment_column AMOUNT
1100 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1101 the specified number of seconds or bytes. If there is an error, returns
1102 the error, otherwise returns false.
1106 sub _increment_column {
1107 my( $self, $column, $amount ) = @_;
1108 warn "$me increment_column called: $column, $amount\n"
1111 return '' unless $amount;
1113 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1114 $self->ncancelled_pkgs;
1116 if ( ! @cust_pkg ) {
1117 return 'No packages with primary or single services found'.
1118 ' to apply pre-paid time';
1119 } elsif ( scalar(@cust_pkg) > 1 ) {
1120 #maybe have a way to specify the package/account?
1121 return 'Multiple packages found to apply pre-paid time';
1124 my $cust_pkg = $cust_pkg[0];
1125 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1129 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1131 if ( ! @cust_svc ) {
1132 return 'No account found to apply pre-paid time';
1133 } elsif ( scalar(@cust_svc) > 1 ) {
1134 return 'Multiple accounts found to apply pre-paid time';
1137 my $svc_acct = $cust_svc[0]->svc_x;
1138 warn " found service svcnum ". $svc_acct->pkgnum.
1139 ' ('. $svc_acct->email. ")\n"
1142 $column = "increment_$column";
1143 $svc_acct->$column($amount);
1147 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1149 Inserts a prepayment in the specified amount for this customer. An optional
1150 second argument can specify the prepayment identifier for tracking purposes.
1151 If there is an error, returns the error, otherwise returns false.
1155 sub insert_cust_pay_prepay {
1156 shift->insert_cust_pay('PREP', @_);
1159 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1161 Inserts a cash payment in the specified amount for this customer. An optional
1162 second argument can specify the payment identifier for tracking purposes.
1163 If there is an error, returns the error, otherwise returns false.
1167 sub insert_cust_pay_cash {
1168 shift->insert_cust_pay('CASH', @_);
1171 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1173 Inserts a Western Union payment in the specified amount for this customer. An
1174 optional second argument can specify the prepayment identifier for tracking
1175 purposes. If there is an error, returns the error, otherwise returns false.
1179 sub insert_cust_pay_west {
1180 shift->insert_cust_pay('WEST', @_);
1183 sub insert_cust_pay {
1184 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1185 my $payinfo = scalar(@_) ? shift : '';
1187 my $cust_pay = new FS::cust_pay {
1188 'custnum' => $self->custnum,
1189 'paid' => sprintf('%.2f', $amount),
1190 #'_date' => #date the prepaid card was purchased???
1192 'payinfo' => $payinfo,
1200 This method is deprecated. See the I<depend_jobnum> option to the insert and
1201 order_pkgs methods for a better way to defer provisioning.
1203 Re-schedules all exports by calling the B<reexport> method of all associated
1204 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1205 otherwise returns false.
1212 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1213 "use the depend_jobnum option to insert or order_pkgs to delay export";
1215 local $SIG{HUP} = 'IGNORE';
1216 local $SIG{INT} = 'IGNORE';
1217 local $SIG{QUIT} = 'IGNORE';
1218 local $SIG{TERM} = 'IGNORE';
1219 local $SIG{TSTP} = 'IGNORE';
1220 local $SIG{PIPE} = 'IGNORE';
1222 my $oldAutoCommit = $FS::UID::AutoCommit;
1223 local $FS::UID::AutoCommit = 0;
1226 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1227 my $error = $cust_pkg->reexport;
1229 $dbh->rollback if $oldAutoCommit;
1234 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1239 =item delete NEW_CUSTNUM
1241 This deletes the customer. If there is an error, returns the error, otherwise
1244 This will completely remove all traces of the customer record. This is not
1245 what you want when a customer cancels service; for that, cancel all of the
1246 customer's packages (see L</cancel>).
1248 If the customer has any uncancelled packages, you need to pass a new (valid)
1249 customer number for those packages to be transferred to. Cancelled packages
1250 will be deleted. Did I mention that this is NOT what you want when a customer
1251 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1253 You can't delete a customer with invoices (see L<FS::cust_bill>),
1254 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1255 refunds (see L<FS::cust_refund>).
1262 local $SIG{HUP} = 'IGNORE';
1263 local $SIG{INT} = 'IGNORE';
1264 local $SIG{QUIT} = 'IGNORE';
1265 local $SIG{TERM} = 'IGNORE';
1266 local $SIG{TSTP} = 'IGNORE';
1267 local $SIG{PIPE} = 'IGNORE';
1269 my $oldAutoCommit = $FS::UID::AutoCommit;
1270 local $FS::UID::AutoCommit = 0;
1273 if ( $self->cust_bill ) {
1274 $dbh->rollback if $oldAutoCommit;
1275 return "Can't delete a customer with invoices";
1277 if ( $self->cust_credit ) {
1278 $dbh->rollback if $oldAutoCommit;
1279 return "Can't delete a customer with credits";
1281 if ( $self->cust_pay ) {
1282 $dbh->rollback if $oldAutoCommit;
1283 return "Can't delete a customer with payments";
1285 if ( $self->cust_refund ) {
1286 $dbh->rollback if $oldAutoCommit;
1287 return "Can't delete a customer with refunds";
1290 my @cust_pkg = $self->ncancelled_pkgs;
1292 my $new_custnum = shift;
1293 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1294 $dbh->rollback if $oldAutoCommit;
1295 return "Invalid new customer number: $new_custnum";
1297 foreach my $cust_pkg ( @cust_pkg ) {
1298 my %hash = $cust_pkg->hash;
1299 $hash{'custnum'} = $new_custnum;
1300 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1301 my $error = $new_cust_pkg->replace($cust_pkg,
1302 options => { $cust_pkg->options },
1305 $dbh->rollback if $oldAutoCommit;
1310 my @cancelled_cust_pkg = $self->all_pkgs;
1311 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1312 my $error = $cust_pkg->delete;
1314 $dbh->rollback if $oldAutoCommit;
1319 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1320 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1322 my $error = $cust_main_invoice->delete;
1324 $dbh->rollback if $oldAutoCommit;
1329 foreach my $cust_main_exemption (
1330 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1332 my $error = $cust_main_exemption->delete;
1334 $dbh->rollback if $oldAutoCommit;
1339 my $error = $self->SUPER::delete;
1341 $dbh->rollback if $oldAutoCommit;
1345 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1350 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1353 Replaces the OLD_RECORD with this one in the database. If there is an error,
1354 returns the error, otherwise returns false.
1356 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1357 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1358 expected and rollback the entire transaction; it is not necessary to call
1359 check_invoicing_list first. Here's an example:
1361 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1363 Currently available options are: I<tax_exemption>.
1365 The I<tax_exemption> option can be set to an arrayref of tax names.
1366 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1373 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1375 : $self->replace_old;
1379 warn "$me replace called\n"
1382 my $curuser = $FS::CurrentUser::CurrentUser;
1383 if ( $self->payby eq 'COMP'
1384 && $self->payby ne $old->payby
1385 && ! $curuser->access_right('Complimentary customer')
1388 return "You are not permitted to create complimentary accounts.";
1391 local($ignore_expired_card) = 1
1392 if $old->payby =~ /^(CARD|DCRD)$/
1393 && $self->payby =~ /^(CARD|DCRD)$/
1394 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1396 local $SIG{HUP} = 'IGNORE';
1397 local $SIG{INT} = 'IGNORE';
1398 local $SIG{QUIT} = 'IGNORE';
1399 local $SIG{TERM} = 'IGNORE';
1400 local $SIG{TSTP} = 'IGNORE';
1401 local $SIG{PIPE} = 'IGNORE';
1403 my $oldAutoCommit = $FS::UID::AutoCommit;
1404 local $FS::UID::AutoCommit = 0;
1407 my $error = $self->SUPER::replace($old);
1410 $dbh->rollback if $oldAutoCommit;
1414 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1415 my $invoicing_list = shift @param;
1416 $error = $self->check_invoicing_list( $invoicing_list );
1418 $dbh->rollback if $oldAutoCommit;
1421 $self->invoicing_list( $invoicing_list );
1424 my %options = @param;
1426 my $tax_exemption = delete $options{'tax_exemption'};
1427 if ( $tax_exemption ) {
1429 my %cust_main_exemption =
1430 map { $_->taxname => $_ }
1431 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1433 foreach my $taxname ( @$tax_exemption ) {
1435 next if delete $cust_main_exemption{$taxname};
1437 my $cust_main_exemption = new FS::cust_main_exemption {
1438 'custnum' => $self->custnum,
1439 'taxname' => $taxname,
1441 my $error = $cust_main_exemption->insert;
1443 $dbh->rollback if $oldAutoCommit;
1444 return "inserting cust_main_exemption (transaction rolled back): $error";
1448 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1449 my $error = $cust_main_exemption->delete;
1451 $dbh->rollback if $oldAutoCommit;
1452 return "deleting cust_main_exemption (transaction rolled back): $error";
1458 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1459 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1460 # card/check/lec info has changed, want to retry realtime_ invoice events
1461 my $error = $self->retry_realtime;
1463 $dbh->rollback if $oldAutoCommit;
1468 unless ( $import || $skip_fuzzyfiles ) {
1469 $error = $self->queue_fuzzyfiles_update;
1471 $dbh->rollback if $oldAutoCommit;
1472 return "updating fuzzy search cache: $error";
1476 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1481 =item queue_fuzzyfiles_update
1483 Used by insert & replace to update the fuzzy search cache
1487 sub queue_fuzzyfiles_update {
1490 local $SIG{HUP} = 'IGNORE';
1491 local $SIG{INT} = 'IGNORE';
1492 local $SIG{QUIT} = 'IGNORE';
1493 local $SIG{TERM} = 'IGNORE';
1494 local $SIG{TSTP} = 'IGNORE';
1495 local $SIG{PIPE} = 'IGNORE';
1497 my $oldAutoCommit = $FS::UID::AutoCommit;
1498 local $FS::UID::AutoCommit = 0;
1501 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1502 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1504 $dbh->rollback if $oldAutoCommit;
1505 return "queueing job (transaction rolled back): $error";
1508 if ( $self->ship_last ) {
1509 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1510 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1512 $dbh->rollback if $oldAutoCommit;
1513 return "queueing job (transaction rolled back): $error";
1517 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1524 Checks all fields to make sure this is a valid customer record. If there is
1525 an error, returns the error, otherwise returns false. Called by the insert
1526 and replace methods.
1533 warn "$me check BEFORE: \n". $self->_dump
1537 $self->ut_numbern('custnum')
1538 || $self->ut_number('agentnum')
1539 || $self->ut_textn('agent_custid')
1540 || $self->ut_number('refnum')
1541 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1542 || $self->ut_textn('custbatch')
1543 || $self->ut_name('last')
1544 || $self->ut_name('first')
1545 || $self->ut_snumbern('birthdate')
1546 || $self->ut_snumbern('signupdate')
1547 || $self->ut_textn('company')
1548 || $self->ut_text('address1')
1549 || $self->ut_textn('address2')
1550 || $self->ut_text('city')
1551 || $self->ut_textn('county')
1552 || $self->ut_textn('state')
1553 || $self->ut_country('country')
1554 || $self->ut_anything('comments')
1555 || $self->ut_numbern('referral_custnum')
1556 || $self->ut_textn('stateid')
1557 || $self->ut_textn('stateid_state')
1558 || $self->ut_textn('invoice_terms')
1559 || $self->ut_alphan('geocode')
1560 || $self->ut_floatn('cdr_termination_percentage')
1563 #barf. need message catalogs. i18n. etc.
1564 $error .= "Please select an advertising source."
1565 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1566 return $error if $error;
1568 return "Unknown agent"
1569 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1571 return "Unknown refnum"
1572 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1574 return "Unknown referring custnum: ". $self->referral_custnum
1575 unless ! $self->referral_custnum
1576 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1578 if ( $self->censustract ne '' ) {
1579 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1580 or return "Illegal census tract: ". $self->censustract;
1582 $self->censustract("$1.$2");
1585 if ( $self->ss eq '' ) {
1590 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1591 or return "Illegal social security number: ". $self->ss;
1592 $self->ss("$1-$2-$3");
1596 # bad idea to disable, causes billing to fail because of no tax rates later
1597 # unless ( $import ) {
1598 unless ( qsearch('cust_main_county', {
1599 'country' => $self->country,
1602 return "Unknown state/county/country: ".
1603 $self->state. "/". $self->county. "/". $self->country
1604 unless qsearch('cust_main_county',{
1605 'state' => $self->state,
1606 'county' => $self->county,
1607 'country' => $self->country,
1613 $self->ut_phonen('daytime', $self->country)
1614 || $self->ut_phonen('night', $self->country)
1615 || $self->ut_phonen('fax', $self->country)
1616 || $self->ut_zip('zip', $self->country)
1618 return $error if $error;
1620 if ( $conf->exists('cust_main-require_phone')
1621 && ! length($self->daytime) && ! length($self->night)
1624 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1626 : FS::Msgcat::_gettext('daytime');
1627 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1629 : FS::Msgcat::_gettext('night');
1631 return "$daytime_label or $night_label is required"
1635 if ( $self->has_ship_address
1636 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1637 $self->addr_fields )
1641 $self->ut_name('ship_last')
1642 || $self->ut_name('ship_first')
1643 || $self->ut_textn('ship_company')
1644 || $self->ut_text('ship_address1')
1645 || $self->ut_textn('ship_address2')
1646 || $self->ut_text('ship_city')
1647 || $self->ut_textn('ship_county')
1648 || $self->ut_textn('ship_state')
1649 || $self->ut_country('ship_country')
1651 return $error if $error;
1653 #false laziness with above
1654 unless ( qsearchs('cust_main_county', {
1655 'country' => $self->ship_country,
1658 return "Unknown ship_state/ship_county/ship_country: ".
1659 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1660 unless qsearch('cust_main_county',{
1661 'state' => $self->ship_state,
1662 'county' => $self->ship_county,
1663 'country' => $self->ship_country,
1669 $self->ut_phonen('ship_daytime', $self->ship_country)
1670 || $self->ut_phonen('ship_night', $self->ship_country)
1671 || $self->ut_phonen('ship_fax', $self->ship_country)
1672 || $self->ut_zip('ship_zip', $self->ship_country)
1674 return $error if $error;
1676 return "Unit # is required."
1677 if $self->ship_address2 =~ /^\s*$/
1678 && $conf->exists('cust_main-require_address2');
1680 } else { # ship_ info eq billing info, so don't store dup info in database
1682 $self->setfield("ship_$_", '')
1683 foreach $self->addr_fields;
1685 return "Unit # is required."
1686 if $self->address2 =~ /^\s*$/
1687 && $conf->exists('cust_main-require_address2');
1691 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1692 # or return "Illegal payby: ". $self->payby;
1694 FS::payby->can_payby($self->table, $self->payby)
1695 or return "Illegal payby: ". $self->payby;
1697 $error = $self->ut_numbern('paystart_month')
1698 || $self->ut_numbern('paystart_year')
1699 || $self->ut_numbern('payissue')
1700 || $self->ut_textn('paytype')
1702 return $error if $error;
1704 if ( $self->payip eq '' ) {
1707 $error = $self->ut_ip('payip');
1708 return $error if $error;
1711 # If it is encrypted and the private key is not availaible then we can't
1712 # check the credit card.
1714 my $check_payinfo = 1;
1716 if ($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'); # . ": ". $self->payinfo;
1731 return gettext('unknown_card_type')
1732 if cardtype($self->payinfo) eq "Unknown";
1734 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1736 return 'Banned credit card: banned on '.
1737 time2str('%a %h %o at %r', $ban->_date).
1738 ' by '. $ban->otaker.
1739 ' (ban# '. $ban->bannum. ')';
1742 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1743 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1744 $self->paycvv =~ /^(\d{4})$/
1745 or return "CVV2 (CID) for American Express cards is four digits.";
1748 $self->paycvv =~ /^(\d{3})$/
1749 or return "CVV2 (CVC2/CID) is three digits.";
1756 my $cardtype = cardtype($payinfo);
1757 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1759 return "Start date or issue number is required for $cardtype cards"
1760 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1762 return "Start month must be between 1 and 12"
1763 if $self->paystart_month
1764 and $self->paystart_month < 1 || $self->paystart_month > 12;
1766 return "Start year must be 1990 or later"
1767 if $self->paystart_year
1768 and $self->paystart_year < 1990;
1770 return "Issue number must be beween 1 and 99"
1772 and $self->payissue < 1 || $self->payissue > 99;
1775 $self->paystart_month('');
1776 $self->paystart_year('');
1777 $self->payissue('');
1780 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1782 my $payinfo = $self->payinfo;
1783 $payinfo =~ s/[^\d\@]//g;
1784 if ( $conf->exists('echeck-nonus') ) {
1785 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1786 $payinfo = "$1\@$2";
1788 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1789 $payinfo = "$1\@$2";
1791 $self->payinfo($payinfo);
1794 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1796 return 'Banned ACH account: banned on '.
1797 time2str('%a %h %o at %r', $ban->_date).
1798 ' by '. $ban->otaker.
1799 ' (ban# '. $ban->bannum. ')';
1802 } elsif ( $self->payby eq 'LECB' ) {
1804 my $payinfo = $self->payinfo;
1805 $payinfo =~ s/\D//g;
1806 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1808 $self->payinfo($payinfo);
1811 } elsif ( $self->payby eq 'BILL' ) {
1813 $error = $self->ut_textn('payinfo');
1814 return "Illegal P.O. number: ". $self->payinfo if $error;
1817 } elsif ( $self->payby eq 'COMP' ) {
1819 my $curuser = $FS::CurrentUser::CurrentUser;
1820 if ( ! $self->custnum
1821 && ! $curuser->access_right('Complimentary customer')
1824 return "You are not permitted to create complimentary accounts."
1827 $error = $self->ut_textn('payinfo');
1828 return "Illegal comp account issuer: ". $self->payinfo if $error;
1831 } elsif ( $self->payby eq 'PREPAY' ) {
1833 my $payinfo = $self->payinfo;
1834 $payinfo =~ s/\W//g; #anything else would just confuse things
1835 $self->payinfo($payinfo);
1836 $error = $self->ut_alpha('payinfo');
1837 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1838 return "Unknown prepayment identifier"
1839 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1844 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1845 return "Expiration date required"
1846 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1850 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1851 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1852 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1853 ( $m, $y ) = ( $2, "19$1" );
1854 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1855 ( $m, $y ) = ( $3, "20$2" );
1857 return "Illegal expiration date: ". $self->paydate;
1859 $self->paydate("$y-$m-01");
1860 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1861 return gettext('expired_card')
1863 && !$ignore_expired_card
1864 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1867 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1868 ( ! $conf->exists('require_cardname')
1869 || $self->payby !~ /^(CARD|DCRD)$/ )
1871 $self->payname( $self->first. " ". $self->getfield('last') );
1873 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1874 or return gettext('illegal_name'). " payname: ". $self->payname;
1878 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1879 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1883 $self->otaker(getotaker) unless $self->otaker;
1885 warn "$me check AFTER: \n". $self->_dump
1888 $self->SUPER::check;
1893 Returns a list of fields which have ship_ duplicates.
1898 qw( last first company
1899 address1 address2 city county state zip country
1904 =item has_ship_address
1906 Returns true if this customer record has a separate shipping address.
1910 sub has_ship_address {
1912 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1915 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1917 Returns all packages (see L<FS::cust_pkg>) for this customer.
1923 my $extra_qsearch = ref($_[0]) ? shift : {};
1925 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1928 if ( $self->{'_pkgnum'} ) {
1929 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1931 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1934 sort sort_packages @cust_pkg;
1939 Synonym for B<all_pkgs>.
1944 shift->all_pkgs(@_);
1949 Returns all locations (see L<FS::cust_location>) for this customer.
1955 qsearch('cust_location', { 'custnum' => $self->custnum } );
1958 =item location_label_short
1960 Returns the short label of the service location (see analog in L<FS::cust_location>) for this customer.
1964 # false laziness with FS::cust_location::line_short
1966 sub location_label_short {
1968 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
1970 my $line = $self->address1;
1971 #$line .= ', '. $self->address2 if $self->address2;
1972 $line .= ', '. $self->city;
1973 $line .= ', '. $self->state if $self->state;
1974 $line .= ' '. $self->zip if $self->zip;
1975 $line .= ' '. code2country($self->country) if $self->country ne $cydefault;
1980 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1982 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1986 sub ncancelled_pkgs {
1988 my $extra_qsearch = ref($_[0]) ? shift : {};
1990 return $self->num_ncancelled_pkgs unless wantarray;
1993 if ( $self->{'_pkgnum'} ) {
1995 warn "$me ncancelled_pkgs: returning cached objects"
1998 @cust_pkg = grep { ! $_->getfield('cancel') }
1999 values %{ $self->{'_pkgnum'}->cache };
2003 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2004 $self->custnum. "\n"
2007 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2009 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2013 sort sort_packages @cust_pkg;
2019 my $extra_qsearch = ref($_[0]) ? shift : {};
2021 $extra_qsearch->{'select'} ||= '*';
2022 $extra_qsearch->{'select'} .=
2023 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2027 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2032 'table' => 'cust_pkg',
2033 'hashref' => { 'custnum' => $self->custnum },
2038 # This should be generalized to use config options to determine order.
2041 my $locationsort = $a->locationnum <=> $b->locationnum;
2042 return $locationsort if $locationsort;
2044 if ( $a->get('cancel') xor $b->get('cancel') ) {
2045 return -1 if $b->get('cancel');
2046 return 1 if $a->get('cancel');
2047 #shouldn't get here...
2050 my $a_num_cust_svc = $a->num_cust_svc;
2051 my $b_num_cust_svc = $b->num_cust_svc;
2052 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2053 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2054 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2055 my @a_cust_svc = $a->cust_svc;
2056 my @b_cust_svc = $b->cust_svc;
2057 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2062 =item suspended_pkgs
2064 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2068 sub suspended_pkgs {
2070 grep { $_->susp } $self->ncancelled_pkgs;
2073 =item unflagged_suspended_pkgs
2075 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2076 customer (thouse packages without the `manual_flag' set).
2080 sub unflagged_suspended_pkgs {
2082 return $self->suspended_pkgs
2083 unless dbdef->table('cust_pkg')->column('manual_flag');
2084 grep { ! $_->manual_flag } $self->suspended_pkgs;
2087 =item unsuspended_pkgs
2089 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2094 sub unsuspended_pkgs {
2096 grep { ! $_->susp } $self->ncancelled_pkgs;
2099 =item next_bill_date
2101 Returns the next date this customer will be billed, as a UNIX timestamp, or
2102 undef if no active package has a next bill date.
2106 sub next_bill_date {
2108 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2111 =item num_cancelled_pkgs
2113 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2118 sub num_cancelled_pkgs {
2119 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2122 sub num_ncancelled_pkgs {
2123 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2127 my( $self ) = shift;
2128 my $sql = scalar(@_) ? shift : '';
2129 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2130 my $sth = dbh->prepare(
2131 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2132 ) or die dbh->errstr;
2133 $sth->execute($self->custnum) or die $sth->errstr;
2134 $sth->fetchrow_arrayref->[0];
2139 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2140 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2141 on success or a list of errors.
2147 grep { $_->unsuspend } $self->suspended_pkgs;
2152 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2154 Returns a list: an empty list on success or a list of errors.
2160 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2163 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2165 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2166 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2167 of a list of pkgparts; the hashref has the following keys:
2171 =item pkgparts - listref of pkgparts
2173 =item (other options are passed to the suspend method)
2178 Returns a list: an empty list on success or a list of errors.
2182 sub suspend_if_pkgpart {
2184 my (@pkgparts, %opt);
2185 if (ref($_[0]) eq 'HASH'){
2186 @pkgparts = @{$_[0]{pkgparts}};
2191 grep { $_->suspend(%opt) }
2192 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2193 $self->unsuspended_pkgs;
2196 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2198 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2199 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2200 instead of a list of pkgparts; the hashref has the following keys:
2204 =item pkgparts - listref of pkgparts
2206 =item (other options are passed to the suspend method)
2210 Returns a list: an empty list on success or a list of errors.
2214 sub suspend_unless_pkgpart {
2216 my (@pkgparts, %opt);
2217 if (ref($_[0]) eq 'HASH'){
2218 @pkgparts = @{$_[0]{pkgparts}};
2223 grep { $_->suspend(%opt) }
2224 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2225 $self->unsuspended_pkgs;
2228 =item cancel [ OPTION => VALUE ... ]
2230 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2232 Available options are:
2236 =item quiet - can be set true to supress email cancellation notices.
2238 =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.
2240 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2242 =item nobill - can be set true to skip billing if it might otherwise be done.
2246 Always returns a list: an empty list on success or a list of errors.
2250 # nb that dates are not specified as valid options to this method
2253 my( $self, %opt ) = @_;
2255 warn "$me cancel called on customer ". $self->custnum. " with options ".
2256 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2259 return ( 'access denied' )
2260 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2262 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2264 #should try decryption (we might have the private key)
2265 # and if not maybe queue a job for the server that does?
2266 return ( "Can't (yet) ban encrypted credit cards" )
2267 if $self->is_encrypted($self->payinfo);
2269 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2270 my $error = $ban->insert;
2271 return ( $error ) if $error;
2275 my @pkgs = $self->ncancelled_pkgs;
2277 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2279 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2280 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2284 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2285 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2288 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2291 sub _banned_pay_hashref {
2302 'payby' => $payby2ban{$self->payby},
2303 'payinfo' => md5_base64($self->payinfo),
2304 #don't ever *search* on reason! #'reason' =>
2310 Returns all notes (see L<FS::cust_main_note>) for this customer.
2317 qsearch( 'cust_main_note',
2318 { 'custnum' => $self->custnum },
2320 'ORDER BY _DATE DESC'
2326 Returns the agent (see L<FS::agent>) for this customer.
2332 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2337 Returns the customer class, as an FS::cust_class object, or the empty string
2338 if there is no customer class.
2344 if ( $self->classnum ) {
2345 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2353 Returns the customer category name, or the empty string if there is no customer
2360 my $cust_class = $self->cust_class;
2362 ? $cust_class->categoryname
2368 Returns the customer class name, or the empty string if there is no customer
2375 my $cust_class = $self->cust_class;
2377 ? $cust_class->classname
2382 =item bill_and_collect
2384 Cancels and suspends any packages due, generates bills, applies payments and
2385 credits, and applies collection events to run cards, send bills and notices,
2388 By default, warns on errors and continues with the next operation (but see the
2389 "fatal" flag below).
2391 Options are passed as name-value pairs. Currently available options are:
2397 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:
2401 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2405 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.
2409 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2413 If set true, re-charges setup fees.
2417 If set any errors prevent subsequent operations from continusing. If set
2418 specifically to "return", returns the error (or false, if there is no error).
2419 Any other true value causes errors to die.
2423 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)
2427 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2428 options of those methods are also available.
2432 sub bill_and_collect {
2433 my( $self, %options ) = @_;
2437 #$options{actual_time} not $options{time} because freeside-daily -d is for
2438 #pre-printing invoices
2440 $options{'actual_time'} ||= time;
2442 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2444 $error = "Error expiring custnum ". $self->custnum. ": $error";
2445 if ( $options{'fatal'} eq 'return' ) { return $error; }
2446 elsif ( $options{'fatal'} ) { die $error; }
2447 else { warn $error; }
2450 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2452 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2453 if ( $options{'fatal'} eq 'return' ) { return $error; }
2454 elsif ( $options{'fatal'} ) { die $error; }
2455 else { warn $error; }
2458 $error = $self->bill( %options );
2460 $error = "Error billing custnum ". $self->custnum. ": $error";
2461 if ( $options{'fatal'} eq 'return' ) { return $error; }
2462 elsif ( $options{'fatal'} ) { die $error; }
2463 else { warn $error; }
2466 $error = $self->apply_payments_and_credits;
2468 $error = "Error applying custnum ". $self->custnum. ": $error";
2469 if ( $options{'fatal'} eq 'return' ) { return $error; }
2470 elsif ( $options{'fatal'} ) { die $error; }
2471 else { warn $error; }
2474 unless ( $conf->exists('cancelled_cust-noevents')
2475 && ! $self->num_ncancelled_pkgs
2477 $error = $self->collect( %options );
2479 $error = "Error collecting custnum ". $self->custnum. ": $error";
2480 if ( $options{'fatal'} eq 'return' ) { return $error; }
2481 elsif ( $options{'fatal'} ) { die $error; }
2482 else { warn $error; }
2490 sub cancel_expired_pkgs {
2491 my ( $self, $time, %options ) = @_;
2493 my @cancel_pkgs = $self->ncancelled_pkgs( {
2494 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2499 foreach my $cust_pkg ( @cancel_pkgs ) {
2500 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2501 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2502 'reason_otaker' => $cpr->otaker
2506 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2509 scalar(@errors) ? join(' / ', @errors) : '';
2513 sub suspend_adjourned_pkgs {
2514 my ( $self, $time, %options ) = @_;
2516 my @susp_pkgs = $self->ncancelled_pkgs( {
2518 " AND ( susp IS NULL OR susp = 0 )
2519 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2520 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2525 #only because there's no SQL test for is_prepaid :/
2527 grep { ( $_->part_pkg->is_prepaid
2532 && $_->adjourn <= $time
2540 foreach my $cust_pkg ( @susp_pkgs ) {
2541 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2542 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2543 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2544 'reason_otaker' => $cpr->otaker
2548 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2551 scalar(@errors) ? join(' / ', @errors) : '';
2557 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2558 conjunction with the collect method by calling B<bill_and_collect>.
2560 If there is an error, returns the error, otherwise returns false.
2562 Options are passed as name-value pairs. Currently available options are:
2568 If set true, re-charges setup fees.
2572 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:
2576 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2580 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2582 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2586 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2590 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.
2594 This boolean value informs the us that the package is being cancelled. This
2595 typically might mean not charging the normal recurring fee but only usage
2596 fees since the last billing. Setup charges may be charged. Not all package
2597 plans support this feature (they tend to charge 0).
2601 Optional terms to be printed on this invoice. Otherwise, customer-specific
2602 terms or the default terms are used.
2609 my( $self, %options ) = @_;
2610 return '' if $self->payby eq 'COMP';
2611 warn "$me bill customer ". $self->custnum. "\n"
2614 my $time = $options{'time'} || time;
2615 my $invoice_time = $options{'invoice_time'} || $time;
2617 $options{'not_pkgpart'} ||= {};
2618 $options{'not_pkgpart'} = { map { $_ => 1 }
2619 split(/\s*,\s*/, $options{'not_pkgpart'})
2621 unless ref($options{'not_pkgpart'});
2623 local $SIG{HUP} = 'IGNORE';
2624 local $SIG{INT} = 'IGNORE';
2625 local $SIG{QUIT} = 'IGNORE';
2626 local $SIG{TERM} = 'IGNORE';
2627 local $SIG{TSTP} = 'IGNORE';
2628 local $SIG{PIPE} = 'IGNORE';
2630 my $oldAutoCommit = $FS::UID::AutoCommit;
2631 local $FS::UID::AutoCommit = 0;
2634 $self->select_for_update; #mutex
2636 my $error = $self->do_cust_event(
2637 'debug' => ( $options{'debug'} || 0 ),
2638 'time' => $invoice_time,
2639 'check_freq' => $options{'check_freq'},
2640 'stage' => 'pre-bill',
2643 $dbh->rollback if $oldAutoCommit;
2647 my @cust_bill_pkg = ();
2650 # find the packages which are due for billing, find out how much they are
2651 # & generate invoice database.
2654 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2656 my @precommit_hooks = ();
2658 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2659 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2661 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2663 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2665 #? to avoid use of uninitialized value errors... ?
2666 $cust_pkg->setfield('bill', '')
2667 unless defined($cust_pkg->bill);
2669 #my $part_pkg = $cust_pkg->part_pkg;
2671 my $real_pkgpart = $cust_pkg->pkgpart;
2672 my %hash = $cust_pkg->hash;
2674 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2676 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2679 $self->_make_lines( 'part_pkg' => $part_pkg,
2680 'cust_pkg' => $cust_pkg,
2681 'precommit_hooks' => \@precommit_hooks,
2682 'line_items' => \@cust_bill_pkg,
2683 'setup' => \$total_setup,
2684 'recur' => \$total_recur,
2685 'tax_matrix' => \%taxlisthash,
2687 'real_pkgpart' => $real_pkgpart,
2688 'options' => \%options,
2691 $dbh->rollback if $oldAutoCommit;
2695 } #foreach my $part_pkg
2697 } #foreach my $cust_pkg
2699 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2700 #but do commit any package date cycling that happened
2701 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2705 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2706 !$conf->exists('postal_invoice-recurring_only')
2710 my $postal_pkg = $self->charge_postal_fee();
2711 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2713 $dbh->rollback if $oldAutoCommit;
2714 return "can't charge postal invoice fee for customer ".
2715 $self->custnum. ": $postal_pkg";
2717 } elsif ( $postal_pkg ) {
2719 my $real_pkgpart = $postal_pkg->pkgpart;
2720 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2721 my %postal_options = %options;
2722 delete $postal_options{cancel};
2724 $self->_make_lines( 'part_pkg' => $part_pkg,
2725 'cust_pkg' => $postal_pkg,
2726 'precommit_hooks' => \@precommit_hooks,
2727 'line_items' => \@cust_bill_pkg,
2728 'setup' => \$total_setup,
2729 'recur' => \$total_recur,
2730 'tax_matrix' => \%taxlisthash,
2732 'real_pkgpart' => $real_pkgpart,
2733 'options' => \%postal_options,
2736 $dbh->rollback if $oldAutoCommit;
2745 my $listref_or_error =
2746 $self->calculate_taxes( \@cust_bill_pkg, \%taxlisthash, $invoice_time);
2748 unless ( ref( $listref_or_error ) ) {
2749 $dbh->rollback if $oldAutoCommit;
2750 return $listref_or_error;
2753 foreach my $taxline ( @$listref_or_error ) {
2754 $total_setup = sprintf('%.2f', $total_setup+$taxline->setup );
2755 push @cust_bill_pkg, $taxline;
2758 #add tax adjustments
2759 warn "adding tax adjustments...\n" if $DEBUG > 2;
2760 foreach my $cust_tax_adjustment (
2761 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2767 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2769 my $itemdesc = $cust_tax_adjustment->taxname;
2770 $itemdesc = '' if $itemdesc eq 'Tax';
2772 push @cust_bill_pkg, new FS::cust_bill_pkg {
2778 'itemdesc' => $itemdesc,
2779 'itemcomment' => $cust_tax_adjustment->comment,
2780 'cust_tax_adjustment' => $cust_tax_adjustment,
2781 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2786 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2788 my @cust_bill = $self->cust_bill;
2789 my $balance = $self->balance;
2790 my $previous_balance = scalar(@cust_bill)
2791 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2794 $previous_balance += $cust_bill[$#cust_bill]->charged
2795 if scalar(@cust_bill);
2796 #my $balance_adjustments =
2797 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2799 #create the new invoice
2800 my $cust_bill = new FS::cust_bill ( {
2801 'custnum' => $self->custnum,
2802 '_date' => ( $invoice_time ),
2803 'charged' => $charged,
2804 'billing_balance' => $balance,
2805 'previous_balance' => $previous_balance,
2806 'invoice_terms' => $options{'invoice_terms'},
2808 $error = $cust_bill->insert;
2810 $dbh->rollback if $oldAutoCommit;
2811 return "can't create invoice for customer #". $self->custnum. ": $error";
2814 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2815 $cust_bill_pkg->invnum($cust_bill->invnum);
2816 my $error = $cust_bill_pkg->insert;
2818 $dbh->rollback if $oldAutoCommit;
2819 return "can't create invoice line item: $error";
2824 foreach my $hook ( @precommit_hooks ) {
2826 &{$hook}; #($self) ?
2829 $dbh->rollback if $oldAutoCommit;
2830 return "$@ running precommit hook $hook\n";
2834 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2838 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2840 This is a weird one. Perhaps it should not even be exposed.
2842 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2843 Usually used internally by bill method B<bill>.
2845 If there is an error, returns the error, otherwise returns reference to a
2846 list of line items suitable for insertion.
2852 An array ref of the line items being billed.
2856 A strange beast. The keys to this hash are internal identifiers consisting
2857 of the name of the tax object type, a space, and its unique identifier ( e.g.
2858 'cust_main_county 23' ). The values of the hash are listrefs. The first
2859 item in the list is the tax object. The remaining items are either line
2860 items or floating point values (currency amounts).
2862 The taxes are calculated on this entity. Calculated exemption records are
2863 transferred to the LINEITEMREF items on the assumption that they are related.
2869 This specifies the date appearing on the associated invoice. Some
2870 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
2875 sub calculate_taxes {
2876 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
2878 my @tax_line_items = ();
2880 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2882 # keys are tax names (as printed on invoices / itemdesc )
2883 # values are listrefs of taxlisthash keys (internal identifiers)
2886 # keys are taxlisthash keys (internal identifiers)
2887 # values are (cumulative) amounts
2890 # keys are taxlisthash keys (internal identifiers)
2891 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2892 my %tax_location = ();
2894 # keys are taxlisthash keys (internal identifiers)
2895 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2896 my %tax_rate_location = ();
2898 foreach my $tax ( keys %$taxlisthash ) {
2899 my $tax_object = shift @{ $taxlisthash->{$tax} };
2900 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2901 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
2902 my $hashref_or_error =
2903 $tax_object->taxline( $taxlisthash->{$tax},
2904 'custnum' => $self->custnum,
2905 'invoice_time' => $invoice_time
2907 return $hashref_or_error unless ref($hashref_or_error);
2909 unshift @{ $taxlisthash->{$tax} }, $tax_object;
2911 my $name = $hashref_or_error->{'name'};
2912 my $amount = $hashref_or_error->{'amount'};
2914 #warn "adding $amount as $name\n";
2915 $taxname{ $name } ||= [];
2916 push @{ $taxname{ $name } }, $tax;
2918 $tax{ $tax } += $amount;
2920 $tax_location{ $tax } ||= [];
2921 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2922 push @{ $tax_location{ $tax } },
2924 'taxnum' => $tax_object->taxnum,
2925 'taxtype' => ref($tax_object),
2926 'pkgnum' => $tax_object->get('pkgnum'),
2927 'locationnum' => $tax_object->get('locationnum'),
2928 'amount' => sprintf('%.2f', $amount ),
2932 $tax_rate_location{ $tax } ||= [];
2933 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2934 my $taxratelocationnum =
2935 $tax_object->tax_rate_location->taxratelocationnum;
2936 push @{ $tax_rate_location{ $tax } },
2938 'taxnum' => $tax_object->taxnum,
2939 'taxtype' => ref($tax_object),
2940 'amount' => sprintf('%.2f', $amount ),
2941 'locationtaxid' => $tax_object->location,
2942 'taxratelocationnum' => $taxratelocationnum,
2948 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2949 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
2950 foreach my $tax ( keys %$taxlisthash ) {
2951 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
2952 next unless ref($_) eq 'FS::cust_bill_pkg';
2954 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2955 splice( @{ $_->_cust_tax_exempt_pkg } );
2959 #consolidate and create tax line items
2960 warn "consolidating and generating...\n" if $DEBUG > 2;
2961 foreach my $taxname ( keys %taxname ) {
2964 my @cust_bill_pkg_tax_location = ();
2965 my @cust_bill_pkg_tax_rate_location = ();
2966 warn "adding $taxname\n" if $DEBUG > 1;
2967 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2968 next if $seen{$taxitem}++;
2969 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2970 $tax += $tax{$taxitem};
2971 push @cust_bill_pkg_tax_location,
2972 map { new FS::cust_bill_pkg_tax_location $_ }
2973 @{ $tax_location{ $taxitem } };
2974 push @cust_bill_pkg_tax_rate_location,
2975 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2976 @{ $tax_rate_location{ $taxitem } };
2980 $tax = sprintf('%.2f', $tax );
2982 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2988 if ( $pkg_category and
2989 $conf->config('invoice_latexsummary') ||
2990 $conf->config('invoice_htmlsummary')
2994 my %hash = ( 'section' => $pkg_category->categoryname );
2995 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2999 push @tax_line_items, new FS::cust_bill_pkg {
3005 'itemdesc' => $taxname,
3006 'display' => \@display,
3007 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3008 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3017 my ($self, %params) = @_;
3019 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3020 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3021 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3022 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3023 my $total_setup = $params{setup} or die "no setup accumulator specified";
3024 my $total_recur = $params{recur} or die "no recur accumulator specified";
3025 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3026 my $time = $params{'time'} or die "no time specified";
3027 my (%options) = %{$params{options}};
3030 my $real_pkgpart = $params{real_pkgpart};
3031 my %hash = $cust_pkg->hash;
3032 my $old_cust_pkg = new FS::cust_pkg \%hash;
3038 $cust_pkg->pkgpart($part_pkg->pkgpart);
3046 if ( $options{'resetup'}
3047 || ( ! $cust_pkg->setup
3048 && ( ! $cust_pkg->start_date
3049 || $cust_pkg->start_date <= $time
3051 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3052 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3053 ! $cust_pkg->getfield('susp')
3060 warn " bill setup\n" if $DEBUG > 1;
3063 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3064 return "$@ running calc_setup for $cust_pkg\n"
3067 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3069 $cust_pkg->setfield('setup', $time)
3070 unless $cust_pkg->setup;
3071 #do need it, but it won't get written to the db
3072 #|| $cust_pkg->pkgpart != $real_pkgpart;
3074 $cust_pkg->setfield('start_date', '')
3075 if $cust_pkg->start_date;
3080 # bill recurring fee
3083 #XXX unit stuff here too
3087 if ( ! $cust_pkg->get('susp')
3088 and ! $cust_pkg->get('start_date')
3089 and ( $part_pkg->getfield('freq') ne '0'
3090 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3092 || ( $part_pkg->plan eq 'voip_cdr'
3093 && $part_pkg->option('bill_every_call')
3095 || ( $options{cancel} )
3098 # XXX should this be a package event? probably. events are called
3099 # at collection time at the moment, though...
3100 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3101 if $part_pkg->can('reset_usage');
3102 #don't want to reset usage just cause we want a line item??
3103 #&& $part_pkg->pkgpart == $real_pkgpart;
3105 warn " bill recur\n" if $DEBUG > 1;
3108 # XXX shared with $recur_prog
3109 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3113 #over two params! lets at least switch to a hashref for the rest...
3114 my $increment_next_bill = ( $part_pkg->freq ne '0'
3115 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3116 && !$options{cancel}
3118 my %param = ( 'precommit_hooks' => $precommit_hooks,
3119 'increment_next_bill' => $increment_next_bill,
3122 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3123 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3124 return "$@ running $method for $cust_pkg\n"
3127 if ( $increment_next_bill ) {
3129 my $next_bill = $part_pkg->add_freq($sdate);
3130 return "unparsable frequency: ". $part_pkg->freq
3131 if $next_bill == -1;
3133 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3134 # only for figuring next bill date, nothing else, so, reset $sdate again
3136 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3137 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3138 $cust_pkg->last_bill($sdate);
3140 $cust_pkg->setfield('bill', $next_bill );
3146 warn "\$setup is undefined" unless defined($setup);
3147 warn "\$recur is undefined" unless defined($recur);
3148 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3151 # If there's line items, create em cust_bill_pkg records
3152 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3157 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3158 # hmm.. and if just the options are modified in some weird price plan?
3160 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3163 my $error = $cust_pkg->replace( $old_cust_pkg,
3164 'options' => { $cust_pkg->options },
3166 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3167 if $error; #just in case
3170 $setup = sprintf( "%.2f", $setup );
3171 $recur = sprintf( "%.2f", $recur );
3172 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3173 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3175 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3176 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3179 if ( $setup != 0 || $recur != 0 ) {
3181 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3184 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3186 warn " adding customer package invoice detail: $_\n"
3187 foreach @cust_pkg_detail;
3189 push @details, @cust_pkg_detail;
3191 my $cust_bill_pkg = new FS::cust_bill_pkg {
3192 'pkgnum' => $cust_pkg->pkgnum,
3194 'unitsetup' => $unitsetup,
3196 'unitrecur' => $unitrecur,
3197 'quantity' => $cust_pkg->quantity,
3198 'details' => \@details,
3199 'hidden' => $part_pkg->hidden,
3202 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3203 $cust_bill_pkg->sdate( $hash{last_bill} );
3204 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3205 $cust_bill_pkg->edate( $time ) if $options{cancel};
3206 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3207 $cust_bill_pkg->sdate( $sdate );
3208 $cust_bill_pkg->edate( $cust_pkg->bill );
3209 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3212 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3213 unless $part_pkg->pkgpart == $real_pkgpart;
3215 $$total_setup += $setup;
3216 $$total_recur += $recur;
3223 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3224 return $error if $error;
3226 push @$cust_bill_pkgs, $cust_bill_pkg;
3228 } #if $setup != 0 || $recur != 0
3238 my $part_pkg = shift;
3239 my $taxlisthash = shift;
3240 my $cust_bill_pkg = shift;
3241 my $cust_pkg = shift;
3242 my $invoice_time = shift;
3243 my $real_pkgpart = shift;
3244 my $options = shift;
3246 my %cust_bill_pkg = ();
3250 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3251 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3252 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3253 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3255 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3257 if ( $conf->exists('enable_taxproducts')
3258 && ( scalar($part_pkg->part_pkg_taxoverride)
3259 || $part_pkg->has_taxproduct
3264 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3265 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3268 foreach my $class (@classes) {
3269 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3270 return $err_or_ref unless ref($err_or_ref);
3271 $taxes{$class} = $err_or_ref;
3274 unless (exists $taxes{''}) {
3275 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3276 return $err_or_ref unless ref($err_or_ref);
3277 $taxes{''} = $err_or_ref;
3282 my @loc_keys = qw( city county state country );
3284 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3285 my $cust_location = $cust_pkg->cust_location;
3286 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3289 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3292 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3295 $taxhash{'taxclass'} = $part_pkg->taxclass;
3298 my %taxhash_elim = %taxhash;
3299 my @elim = qw( city county state );
3302 #first try a match with taxclass
3303 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3305 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3306 #then try a match without taxclass
3307 my %no_taxclass = %taxhash_elim;
3308 $no_taxclass{ 'taxclass' } = '';
3309 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3312 $taxhash_elim{ shift(@elim) } = '';
3314 } while ( !scalar(@taxes) && scalar(@elim) );
3316 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3318 if $self->cust_main_exemption; #just to be safe
3320 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3322 $_->set('pkgnum', $cust_pkg->pkgnum );
3323 $_->set('locationnum', $cust_pkg->locationnum );
3327 $taxes{''} = [ @taxes ];
3328 $taxes{'setup'} = [ @taxes ];
3329 $taxes{'recur'} = [ @taxes ];
3330 $taxes{$_} = [ @taxes ] foreach (@classes);
3332 # # maybe eliminate this entirely, along with all the 0% records
3333 # unless ( @taxes ) {
3335 # "fatal: can't find tax rate for state/county/country/taxclass ".
3336 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3339 } #if $conf->exists('enable_taxproducts') ...
3344 my $separate = $conf->exists('separate_usage');
3345 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3346 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3348 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3349 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3350 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3353 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3354 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3356 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3357 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3359 push @display, new FS::cust_bill_pkg_display
3362 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3366 if ($separate && $section && $summary) {
3367 push @display, new FS::cust_bill_pkg_display { type => 'U',
3372 if ($usage_mandate || $section && $summary) {
3373 $hash{post_total} = 'Y';
3376 $hash{section} = $section if ($separate || $usage_mandate);
3377 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3380 $cust_bill_pkg->set('display', \@display);
3382 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3383 foreach my $key (keys %tax_cust_bill_pkg) {
3384 my @taxes = @{ $taxes{$key} || [] };
3385 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3387 my %localtaxlisthash = ();
3388 foreach my $tax ( @taxes ) {
3390 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3391 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3392 # ' locationnum'. $cust_pkg->locationnum
3393 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3395 $taxlisthash->{ $taxname } ||= [ $tax ];
3396 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3398 $localtaxlisthash{ $taxname } ||= [ $tax ];
3399 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3403 warn "finding taxed taxes...\n" if $DEBUG > 2;
3404 foreach my $tax ( keys %localtaxlisthash ) {
3405 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3406 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3408 next unless $tax_object->can('tax_on_tax');
3410 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3411 my $totname = ref( $tot ). ' '. $tot->taxnum;
3413 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3415 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3417 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3418 my $hashref_or_error =
3419 $tax_object->taxline( $localtaxlisthash{$tax},
3420 'custnum' => $self->custnum,
3421 'invoice_time' => $invoice_time,
3423 return $hashref_or_error
3424 unless ref($hashref_or_error);
3426 $taxlisthash->{ $totname } ||= [ $tot ];
3427 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3439 my $part_pkg = shift;
3443 my $geocode = $self->geocode('cch');
3445 my @taxclassnums = map { $_->taxclassnum }
3446 $part_pkg->part_pkg_taxoverride($class);
3448 unless (@taxclassnums) {
3449 @taxclassnums = map { $_->taxclassnum }
3450 grep { $_->taxable eq 'Y' }
3451 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3453 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3458 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3460 @taxes = qsearch({ 'table' => 'tax_rate',
3461 'hashref' => { 'geocode' => $geocode, },
3462 'extra_sql' => $extra_sql,
3464 if scalar(@taxclassnums);
3466 warn "Found taxes ".
3467 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3474 =item collect [ HASHREF | OPTION => VALUE ... ]
3476 (Attempt to) collect money for this customer's outstanding invoices (see
3477 L<FS::cust_bill>). Usually used after the bill method.
3479 Actions are now triggered by billing events; see L<FS::part_event> and the
3480 billing events web interface. Old-style invoice events (see
3481 L<FS::part_bill_event>) have been deprecated.
3483 If there is an error, returns the error, otherwise returns false.
3485 Options are passed as name-value pairs.
3487 Currently available options are:
3493 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.
3497 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3501 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3505 set true to surpress email card/ACH decline notices.
3509 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)
3515 # allows for one time override of normal customer billing method
3520 my( $self, %options ) = @_;
3521 my $invoice_time = $options{'invoice_time'} || time;
3524 local $SIG{HUP} = 'IGNORE';
3525 local $SIG{INT} = 'IGNORE';
3526 local $SIG{QUIT} = 'IGNORE';
3527 local $SIG{TERM} = 'IGNORE';
3528 local $SIG{TSTP} = 'IGNORE';
3529 local $SIG{PIPE} = 'IGNORE';
3531 my $oldAutoCommit = $FS::UID::AutoCommit;
3532 local $FS::UID::AutoCommit = 0;
3535 $self->select_for_update; #mutex
3538 my $balance = $self->balance;
3539 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3542 if ( exists($options{'retry_card'}) ) {
3543 carp 'retry_card option passed to collect is deprecated; use retry';
3544 $options{'retry'} ||= $options{'retry_card'};
3546 if ( exists($options{'retry'}) && $options{'retry'} ) {
3547 my $error = $self->retry_realtime;
3549 $dbh->rollback if $oldAutoCommit;
3554 my $error = $self->do_cust_event(
3555 'debug' => ( $options{'debug'} || 0 ),
3556 'time' => $invoice_time,
3557 'check_freq' => $options{'check_freq'},
3558 'stage' => 'collect',
3561 $dbh->rollback if $oldAutoCommit;
3565 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3570 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3572 Runs billing events; see L<FS::part_event> and the billing events web
3575 If there is an error, returns the error, otherwise returns false.
3577 Options are passed as name-value pairs.
3579 Currently available options are:
3585 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.
3589 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3593 "collect" (the default) or "pre-bill"
3597 set true to surpress email card/ACH decline notices.
3601 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)
3607 # allows for one time override of normal customer billing method
3611 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3614 my( $self, %options ) = @_;
3615 my $time = $options{'time'} || time;
3618 local $SIG{HUP} = 'IGNORE';
3619 local $SIG{INT} = 'IGNORE';
3620 local $SIG{QUIT} = 'IGNORE';
3621 local $SIG{TERM} = 'IGNORE';
3622 local $SIG{TSTP} = 'IGNORE';
3623 local $SIG{PIPE} = 'IGNORE';
3625 my $oldAutoCommit = $FS::UID::AutoCommit;
3626 local $FS::UID::AutoCommit = 0;
3629 $self->select_for_update; #mutex
3632 my $balance = $self->balance;
3633 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3636 # if ( exists($options{'retry_card'}) ) {
3637 # carp 'retry_card option passed to collect is deprecated; use retry';
3638 # $options{'retry'} ||= $options{'retry_card'};
3640 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3641 # my $error = $self->retry_realtime;
3643 # $dbh->rollback if $oldAutoCommit;
3648 # false laziness w/pay_batch::import_results
3650 my $due_cust_event = $self->due_cust_event(
3651 'debug' => ( $options{'debug'} || 0 ),
3653 'check_freq' => $options{'check_freq'},
3654 'stage' => ( $options{'stage'} || 'collect' ),
3656 unless( ref($due_cust_event) ) {
3657 $dbh->rollback if $oldAutoCommit;
3658 return $due_cust_event;
3661 foreach my $cust_event ( @$due_cust_event ) {
3665 #re-eval event conditions (a previous event could have changed things)
3666 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3667 #don't leave stray "new/locked" records around
3668 my $error = $cust_event->delete;
3670 #gah, even with transactions
3671 $dbh->commit if $oldAutoCommit; #well.
3678 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3679 warn " running cust_event ". $cust_event->eventnum. "\n"
3683 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3684 if ( my $error = $cust_event->do_event() ) {
3685 #XXX wtf is this? figure out a proper dealio with return value
3687 # gah, even with transactions.
3688 $dbh->commit if $oldAutoCommit; #well.
3695 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3700 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3702 Inserts database records for and returns an ordered listref of new events due
3703 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3704 events are due, an empty listref is returned. If there is an error, returns a
3705 scalar error message.
3707 To actually run the events, call each event's test_condition method, and if
3708 still true, call the event's do_event method.
3710 Options are passed as a hashref or as a list of name-value pairs. Available
3717 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3721 "collect" (the default) or "pre-bill"
3725 "Current time" for the events.
3729 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3733 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3737 Explicitly pass the objects to be tested (typically used with eventtable).
3741 Set to true to return the objects, but not actually insert them into the
3748 sub due_cust_event {
3750 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3753 #my $DEBUG = $opt{'debug'}
3754 local($DEBUG) = $opt{'debug'}
3755 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3757 warn "$me due_cust_event called with options ".
3758 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3761 $opt{'time'} ||= time;
3763 local $SIG{HUP} = 'IGNORE';
3764 local $SIG{INT} = 'IGNORE';
3765 local $SIG{QUIT} = 'IGNORE';
3766 local $SIG{TERM} = 'IGNORE';
3767 local $SIG{TSTP} = 'IGNORE';
3768 local $SIG{PIPE} = 'IGNORE';
3770 my $oldAutoCommit = $FS::UID::AutoCommit;
3771 local $FS::UID::AutoCommit = 0;
3774 $self->select_for_update #mutex
3775 unless $opt{testonly};
3778 # find possible events (initial search)
3781 my @cust_event = ();
3783 my @eventtable = $opt{'eventtable'}
3784 ? ( $opt{'eventtable'} )
3785 : FS::part_event->eventtables_runorder;
3787 foreach my $eventtable ( @eventtable ) {
3790 if ( $opt{'objects'} ) {
3792 @objects = @{ $opt{'objects'} };
3796 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3797 @objects = ( $eventtable eq 'cust_main' )
3799 : ( $self->$eventtable() );
3803 my @e_cust_event = ();
3805 my $cross = "CROSS JOIN $eventtable";
3806 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3807 unless $eventtable eq 'cust_main';
3809 foreach my $object ( @objects ) {
3811 #this first search uses the condition_sql magic for optimization.
3812 #the more possible events we can eliminate in this step the better
3814 my $cross_where = '';
3815 my $pkey = $object->primary_key;
3816 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3818 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3820 FS::part_event_condition->where_conditions_sql( $eventtable,
3821 'time'=>$opt{'time'}
3823 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3825 $extra_sql = "AND $extra_sql" if $extra_sql;
3827 #here is the agent virtualization
3828 $extra_sql .= " AND ( part_event.agentnum IS NULL
3829 OR part_event.agentnum = ". $self->agentnum. ' )';
3831 $extra_sql .= " $order";
3833 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3834 if $opt{'debug'} > 2;
3835 my @part_event = qsearch( {
3836 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3837 'select' => 'part_event.*',
3838 'table' => 'part_event',
3839 'addl_from' => "$cross $join",
3840 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3841 'eventtable' => $eventtable,
3844 'extra_sql' => "AND $cross_where $extra_sql",
3848 my $pkey = $object->primary_key;
3849 warn " ". scalar(@part_event).
3850 " possible events found for $eventtable ". $object->$pkey(). "\n";
3853 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3857 warn " ". scalar(@e_cust_event).
3858 " subtotal possible cust events found for $eventtable\n"
3861 push @cust_event, @e_cust_event;
3865 warn " ". scalar(@cust_event).
3866 " total possible cust events found in initial search\n"
3874 $opt{stage} ||= 'collect';
3876 grep { my $stage = $_->part_event->event_stage;
3877 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3887 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3888 'stats_hashref' => \%unsat ),
3891 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3894 warn " invalid conditions not eliminated with condition_sql:\n".
3895 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3902 unless( $opt{testonly} ) {
3903 foreach my $cust_event ( @cust_event ) {
3905 my $error = $cust_event->insert();
3907 $dbh->rollback if $oldAutoCommit;
3914 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3920 warn " returning events: ". Dumper(@cust_event). "\n"
3927 =item retry_realtime
3929 Schedules realtime / batch credit card / electronic check / LEC billing
3930 events for for retry. Useful if card information has changed or manual
3931 retry is desired. The 'collect' method must be called to actually retry
3934 Implementation details: For either this customer, or for each of this
3935 customer's open invoices, changes the status of the first "done" (with
3936 statustext error) realtime processing event to "failed".
3940 sub retry_realtime {
3943 local $SIG{HUP} = 'IGNORE';
3944 local $SIG{INT} = 'IGNORE';
3945 local $SIG{QUIT} = 'IGNORE';
3946 local $SIG{TERM} = 'IGNORE';
3947 local $SIG{TSTP} = 'IGNORE';
3948 local $SIG{PIPE} = 'IGNORE';
3950 my $oldAutoCommit = $FS::UID::AutoCommit;
3951 local $FS::UID::AutoCommit = 0;
3954 #a little false laziness w/due_cust_event (not too bad, really)
3956 my $join = FS::part_event_condition->join_conditions_sql;
3957 my $order = FS::part_event_condition->order_conditions_sql;
3960 . join ( ' OR ' , map {
3961 "( part_event.eventtable = " . dbh->quote($_)
3962 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3963 } FS::part_event->eventtables)
3966 #here is the agent virtualization
3967 my $agent_virt = " ( part_event.agentnum IS NULL
3968 OR part_event.agentnum = ". $self->agentnum. ' )';
3970 #XXX this shouldn't be hardcoded, actions should declare it...
3971 my @realtime_events = qw(
3972 cust_bill_realtime_card
3973 cust_bill_realtime_check
3974 cust_bill_realtime_lec
3978 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3983 my @cust_event = qsearchs({
3984 'table' => 'cust_event',
3985 'select' => 'cust_event.*',
3986 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3987 'hashref' => { 'status' => 'done' },
3988 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3989 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3992 my %seen_invnum = ();
3993 foreach my $cust_event (@cust_event) {
3995 #max one for the customer, one for each open invoice
3996 my $cust_X = $cust_event->cust_X;
3997 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4001 or $cust_event->part_event->eventtable eq 'cust_bill'
4004 my $error = $cust_event->retry;
4006 $dbh->rollback if $oldAutoCommit;
4007 return "error scheduling event for retry: $error";
4012 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4017 # some horrid false laziness here to avoid refactor fallout
4018 # eventually realtime realtime_bop and realtime_refund_bop should go
4019 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
4021 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
4023 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4024 via a Business::OnlinePayment realtime gateway. See
4025 L<http://420.am/business-onlinepayment> for supported gateways.
4027 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4029 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
4031 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4032 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4033 if set, will override the value from the customer record.
4035 I<description> is a free-text field passed to the gateway. It defaults to
4036 the value defined by the business-onlinepayment-description configuration
4037 option, or "Internet services" if that is unset.
4039 If an I<invnum> is specified, this payment (if successful) is applied to the
4040 specified invoice. If you don't specify an I<invnum> you might want to
4041 call the B<apply_payments> method or set the I<apply> option.
4043 I<apply> can be set to true to apply a resulting payment.
4045 I<quiet> can be set true to surpress email decline notices.
4047 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4048 resulting paynum, if any.
4050 I<payunique> is a unique identifier for this payment.
4052 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4059 return $self->_new_realtime_bop(@_)
4060 if $self->_new_bop_required();
4062 my($method, $amount);
4064 if (ref($_[0]) eq 'HASH') {
4065 %options = %{$_[0]};
4066 $method = $options{method};
4067 $amount = $options{amount};
4069 ( $method, $amount ) = ( shift, shift );
4073 warn "$me realtime_bop: $method $amount\n";
4074 warn " $_ => $options{$_}\n" foreach keys %options;
4077 unless ( $options{'description'} ) {
4078 if ( $conf->exists('business-onlinepayment-description') ) {
4079 my $dtempl = $conf->config('business-onlinepayment-description');
4081 my $agent = $self->agent->agent;
4083 $options{'description'} = eval qq("$dtempl");
4085 $options{'description'} = 'Internet services';
4089 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4091 eval "use Business::OnlinePayment";
4094 my $payinfo = exists($options{'payinfo'})
4095 ? $options{'payinfo'}
4098 my %method2payby = (
4105 # check for banned credit card/ACH
4108 my $ban = qsearchs('banned_pay', {
4109 'payby' => $method2payby{$method},
4110 'payinfo' => md5_base64($payinfo),
4112 return "Banned credit card" if $ban;
4115 # set taxclass and trans_is_recur based on invnum if there is one
4119 my $trans_is_recur = 0;
4120 if ( $options{'invnum'} ) {
4122 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4123 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4126 map { $_->part_pkg }
4128 map { $_->cust_pkg }
4129 $cust_bill->cust_bill_pkg;
4131 my @taxclasses = map $_->taxclass, @part_pkg;
4132 $taxclass = $taxclasses[0]
4133 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4134 #different taxclasses
4136 if grep { $_->freq ne '0' } @part_pkg;
4144 #look for an agent gateway override first
4146 if ( $method eq 'CC' ) {
4147 $cardtype = cardtype($payinfo);
4148 } elsif ( $method eq 'ECHECK' ) {
4151 $cardtype = $method;
4155 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4156 cardtype => $cardtype,
4157 taxclass => $taxclass, } )
4158 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4160 taxclass => $taxclass, } )
4161 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4162 cardtype => $cardtype,
4164 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4166 taxclass => '', } );
4168 my $payment_gateway = '';
4169 my( $processor, $login, $password, $action, @bop_options );
4170 if ( $override ) { #use a payment gateway override
4172 $payment_gateway = $override->payment_gateway;
4174 $processor = $payment_gateway->gateway_module;
4175 $login = $payment_gateway->gateway_username;
4176 $password = $payment_gateway->gateway_password;
4177 $action = $payment_gateway->gateway_action;
4178 @bop_options = $payment_gateway->options;
4180 } else { #use the standard settings from the config
4182 ( $processor, $login, $password, $action, @bop_options ) =
4183 $self->default_payment_gateway($method);
4191 my $address = exists($options{'address1'})
4192 ? $options{'address1'}
4194 my $address2 = exists($options{'address2'})
4195 ? $options{'address2'}
4197 $address .= ", ". $address2 if length($address2);
4199 my $o_payname = exists($options{'payname'})
4200 ? $options{'payname'}
4202 my($payname, $payfirst, $paylast);
4203 if ( $o_payname && $method ne 'ECHECK' ) {
4204 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4205 or return "Illegal payname $payname";
4206 ($payfirst, $paylast) = ($1, $2);
4208 $payfirst = $self->getfield('first');
4209 $paylast = $self->getfield('last');
4210 $payname = "$payfirst $paylast";
4213 my @invoicing_list = $self->invoicing_list_emailonly;
4214 if ( $conf->exists('emailinvoiceautoalways')
4215 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4216 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4217 push @invoicing_list, $self->all_emails;
4220 my $email = ($conf->exists('business-onlinepayment-email-override'))
4221 ? $conf->config('business-onlinepayment-email-override')
4222 : $invoicing_list[0];
4226 my $payip = exists($options{'payip'})
4229 $content{customer_ip} = $payip
4232 $content{invoice_number} = $options{'invnum'}
4233 if exists($options{'invnum'}) && length($options{'invnum'});
4235 $content{email_customer} =
4236 ( $conf->exists('business-onlinepayment-email_customer')
4237 || $conf->exists('business-onlinepayment-email-override') );
4240 if ( $method eq 'CC' ) {
4242 $content{card_number} = $payinfo;
4243 $paydate = exists($options{'paydate'})
4244 ? $options{'paydate'}
4246 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4247 $content{expiration} = "$2/$1";
4249 my $paycvv = exists($options{'paycvv'})
4250 ? $options{'paycvv'}
4252 $content{cvv2} = $paycvv
4255 my $paystart_month = exists($options{'paystart_month'})
4256 ? $options{'paystart_month'}
4257 : $self->paystart_month;
4259 my $paystart_year = exists($options{'paystart_year'})
4260 ? $options{'paystart_year'}
4261 : $self->paystart_year;
4263 $content{card_start} = "$paystart_month/$paystart_year"
4264 if $paystart_month && $paystart_year;
4266 my $payissue = exists($options{'payissue'})
4267 ? $options{'payissue'}
4269 $content{issue_number} = $payissue if $payissue;
4271 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4272 'trans_is_recur' => $trans_is_recur,
4276 $content{recurring_billing} = 'YES';
4277 $content{acct_code} = 'rebill'
4278 if $conf->exists('credit_card-recurring_billing_acct_code');
4281 } elsif ( $method eq 'ECHECK' ) {
4282 ( $content{account_number}, $content{routing_code} ) =
4283 split('@', $payinfo);
4284 $content{bank_name} = $o_payname;
4285 $content{bank_state} = exists($options{'paystate'})
4286 ? $options{'paystate'}
4287 : $self->getfield('paystate');
4288 $content{account_type} = exists($options{'paytype'})
4289 ? uc($options{'paytype'}) || 'CHECKING'
4290 : uc($self->getfield('paytype')) || 'CHECKING';
4291 $content{account_name} = $payname;
4292 $content{customer_org} = $self->company ? 'B' : 'I';
4293 $content{state_id} = exists($options{'stateid'})
4294 ? $options{'stateid'}
4295 : $self->getfield('stateid');
4296 $content{state_id_state} = exists($options{'stateid_state'})
4297 ? $options{'stateid_state'}
4298 : $self->getfield('stateid_state');
4299 $content{customer_ssn} = exists($options{'ss'})
4302 } elsif ( $method eq 'LEC' ) {
4303 $content{phone} = $payinfo;
4307 # run transaction(s)
4310 my $balance = exists( $options{'balance'} )
4311 ? $options{'balance'}
4314 $self->select_for_update; #mutex ... just until we get our pending record in
4316 #the checks here are intended to catch concurrent payments
4317 #double-form-submission prevention is taken care of in cust_pay_pending::check
4320 return "The customer's balance has changed; $method transaction aborted."
4321 if $self->balance < $balance;
4322 #&& $self->balance < $amount; #might as well anyway?
4324 #also check and make sure there aren't *other* pending payments for this cust
4326 my @pending = qsearch('cust_pay_pending', {
4327 'custnum' => $self->custnum,
4328 'status' => { op=>'!=', value=>'done' }
4330 return "A payment is already being processed for this customer (".
4331 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4332 "); $method transaction aborted."
4333 if scalar(@pending);
4335 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4337 my $cust_pay_pending = new FS::cust_pay_pending {
4338 'custnum' => $self->custnum,
4339 #'invnum' => $options{'invnum'},
4342 'payby' => $method2payby{$method},
4343 'payinfo' => $payinfo,
4344 'paydate' => $paydate,
4345 'recurring_billing' => $content{recurring_billing},
4346 'pkgnum' => $options{'pkgnum'},
4348 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4350 $cust_pay_pending->payunique( $options{payunique} )
4351 if defined($options{payunique}) && length($options{payunique});
4352 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4353 return $cpp_new_err if $cpp_new_err;
4355 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4357 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4358 $transaction->content(
4361 'password' => $password,
4362 'action' => $action1,
4363 'description' => $options{'description'},
4364 'amount' => $amount,
4365 #'invoice_number' => $options{'invnum'},
4366 'customer_id' => $self->custnum,
4367 'last_name' => $paylast,
4368 'first_name' => $payfirst,
4370 'address' => $address,
4371 'city' => ( exists($options{'city'})
4374 'state' => ( exists($options{'state'})
4377 'zip' => ( exists($options{'zip'})
4380 'country' => ( exists($options{'country'})
4381 ? $options{'country'}
4383 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4385 'phone' => $self->daytime || $self->night,
4389 $cust_pay_pending->status('pending');
4390 my $cpp_pending_err = $cust_pay_pending->replace;
4391 return $cpp_pending_err if $cpp_pending_err;
4394 my $BOP_TESTING = 0;
4395 my $BOP_TESTING_SUCCESS = 1;
4397 unless ( $BOP_TESTING ) {
4398 $transaction->submit();
4400 if ( $BOP_TESTING_SUCCESS ) {
4401 $transaction->is_success(1);
4402 $transaction->authorization('fake auth');
4404 $transaction->is_success(0);
4405 $transaction->error_message('fake failure');
4409 if ( $transaction->is_success() && $action2 ) {
4411 $cust_pay_pending->status('authorized');
4412 my $cpp_authorized_err = $cust_pay_pending->replace;
4413 return $cpp_authorized_err if $cpp_authorized_err;
4415 my $auth = $transaction->authorization;
4416 my $ordernum = $transaction->can('order_number')
4417 ? $transaction->order_number
4421 new Business::OnlinePayment( $processor, @bop_options );
4428 password => $password,
4429 order_number => $ordernum,
4431 authorization => $auth,
4432 description => $options{'description'},
4435 foreach my $field (qw( authorization_source_code returned_ACI
4436 transaction_identifier validation_code
4437 transaction_sequence_num local_transaction_date
4438 local_transaction_time AVS_result_code )) {
4439 $capture{$field} = $transaction->$field() if $transaction->can($field);
4442 $capture->content( %capture );
4446 unless ( $capture->is_success ) {
4447 my $e = "Authorization successful but capture failed, custnum #".
4448 $self->custnum. ': '. $capture->result_code.
4449 ": ". $capture->error_message;
4456 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4457 my $cpp_captured_err = $cust_pay_pending->replace;
4458 return $cpp_captured_err if $cpp_captured_err;
4461 # remove paycvv after initial transaction
4464 #false laziness w/misc/process/payment.cgi - check both to make sure working
4466 if ( defined $self->dbdef_table->column('paycvv')
4467 && length($self->paycvv)
4468 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4470 my $error = $self->remove_cvv;
4472 warn "WARNING: error removing cvv: $error\n";
4480 if ( $transaction->is_success() ) {
4483 if ( $payment_gateway ) { # agent override
4484 $paybatch = $payment_gateway->gatewaynum. '-';
4487 $paybatch .= "$processor:". $transaction->authorization;
4489 $paybatch .= ':'. $transaction->order_number
4490 if $transaction->can('order_number')
4491 && length($transaction->order_number);
4493 my $cust_pay = new FS::cust_pay ( {
4494 'custnum' => $self->custnum,
4495 'invnum' => $options{'invnum'},
4498 'payby' => $method2payby{$method},
4499 'payinfo' => $payinfo,
4500 'paybatch' => $paybatch,
4501 'paydate' => $paydate,
4502 'pkgnum' => $options{'pkgnum'},
4504 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4505 $cust_pay->payunique( $options{payunique} )
4506 if defined($options{payunique}) && length($options{payunique});
4508 my $oldAutoCommit = $FS::UID::AutoCommit;
4509 local $FS::UID::AutoCommit = 0;
4512 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4514 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4517 $cust_pay->invnum(''); #try again with no specific invnum
4518 my $error2 = $cust_pay->insert( $options{'manual'} ?
4519 ( 'manual' => 1 ) : ()
4522 # gah. but at least we have a record of the state we had to abort in
4523 # from cust_pay_pending now.
4524 my $e = "WARNING: $method captured but payment not recorded - ".
4525 "error inserting payment ($processor): $error2".
4526 " (previously tried insert with invnum #$options{'invnum'}" .
4527 ": $error ) - pending payment saved as paypendingnum ".
4528 $cust_pay_pending->paypendingnum. "\n";
4534 if ( $options{'paynum_ref'} ) {
4535 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4538 $cust_pay_pending->status('done');
4539 $cust_pay_pending->statustext('captured');
4540 $cust_pay_pending->paynum($cust_pay->paynum);
4541 my $cpp_done_err = $cust_pay_pending->replace;
4543 if ( $cpp_done_err ) {
4545 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4546 my $e = "WARNING: $method captured but payment not recorded - ".
4547 "error updating status for paypendingnum ".
4548 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4554 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4556 if ( $options{'apply'} ) {
4557 my $apply_error = $self->apply_payments_and_credits;
4558 if ( $apply_error ) {
4559 warn "WARNING: error applying payment: $apply_error\n";
4560 #but we still should return no error cause the payment otherwise went
4565 return ''; #no error
4571 my $perror = "$processor error: ". $transaction->error_message;
4573 unless ( $transaction->error_message ) {
4576 if ( $transaction->can('response_page') ) {
4578 'page' => ( $transaction->can('response_page')
4579 ? $transaction->response_page
4582 'code' => ( $transaction->can('response_code')
4583 ? $transaction->response_code
4586 'headers' => ( $transaction->can('response_headers')
4587 ? $transaction->response_headers
4593 "No additional debugging information available for $processor";
4596 $perror .= "No error_message returned from $processor -- ".
4597 ( ref($t_response) ? Dumper($t_response) : $t_response );
4601 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4602 && $conf->exists('emaildecline')
4603 && grep { $_ ne 'POST' } $self->invoicing_list
4604 && ! grep { $transaction->error_message =~ /$_/ }
4605 $conf->config('emaildecline-exclude')
4607 my @templ = $conf->config('declinetemplate');
4608 my $template = new Text::Template (
4610 SOURCE => [ map "$_\n", @templ ],
4611 ) or return "($perror) can't create template: $Text::Template::ERROR";
4612 $template->compile()
4613 or return "($perror) can't compile template: $Text::Template::ERROR";
4617 scalar( $conf->config('company_name', $self->agentnum ) ),
4618 'company_address' =>
4619 join("\n", $conf->config('company_address', $self->agentnum ) ),
4620 'error' => $transaction->error_message,
4623 my $error = send_email(
4624 'from' => $conf->config('invoice_from', $self->agentnum ),
4625 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4626 'subject' => 'Your payment could not be processed',
4627 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4630 $perror .= " (also received error sending decline notification: $error)"
4635 $cust_pay_pending->status('done');
4636 $cust_pay_pending->statustext("declined: $perror");
4637 my $cpp_done_err = $cust_pay_pending->replace;
4638 if ( $cpp_done_err ) {
4639 my $e = "WARNING: $method declined but pending payment not resolved - ".
4640 "error updating status for paypendingnum ".
4641 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4643 $perror = "$e ($perror)";
4651 sub _bop_recurring_billing {
4652 my( $self, %opt ) = @_;
4654 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4656 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4658 return 1 if $opt{'trans_is_recur'};
4662 my %hash = ( 'custnum' => $self->custnum,
4667 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4668 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4679 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4681 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4682 via a Business::OnlinePayment realtime gateway. See
4683 L<http://420.am/business-onlinepayment> for supported gateways.
4685 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4687 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4689 Most gateways require a reference to an original payment transaction to refund,
4690 so you probably need to specify a I<paynum>.
4692 I<amount> defaults to the original amount of the payment if not specified.
4694 I<reason> specifies a reason for the refund.
4696 I<paydate> specifies the expiration date for a credit card overriding the
4697 value from the customer record or the payment record. Specified as yyyy-mm-dd
4699 Implementation note: If I<amount> is unspecified or equal to the amount of the
4700 orignal payment, first an attempt is made to "void" the transaction via
4701 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4702 the normal attempt is made to "refund" ("credit") the transaction via the
4703 gateway is attempted.
4705 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4706 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4707 #if set, will override the value from the customer record.
4709 #If an I<invnum> is specified, this payment (if successful) is applied to the
4710 #specified invoice. If you don't specify an I<invnum> you might want to
4711 #call the B<apply_payments> method.
4715 #some false laziness w/realtime_bop, not enough to make it worth merging
4716 #but some useful small subs should be pulled out
4717 sub realtime_refund_bop {
4720 return $self->_new_realtime_refund_bop(@_)
4721 if $self->_new_bop_required();
4723 my( $method, %options ) = @_;
4725 warn "$me realtime_refund_bop: $method refund\n";
4726 warn " $_ => $options{$_}\n" foreach keys %options;
4729 eval "use Business::OnlinePayment";
4733 # look up the original payment and optionally a gateway for that payment
4737 my $amount = $options{'amount'};
4739 my( $processor, $login, $password, @bop_options ) ;
4740 my( $auth, $order_number ) = ( '', '', '' );
4742 if ( $options{'paynum'} ) {
4744 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4745 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4746 or return "Unknown paynum $options{'paynum'}";
4747 $amount ||= $cust_pay->paid;
4749 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4750 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4751 $cust_pay->paybatch;
4752 my $gatewaynum = '';
4753 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4755 if ( $gatewaynum ) { #gateway for the payment to be refunded
4757 my $payment_gateway =
4758 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4759 die "payment gateway $gatewaynum not found"
4760 unless $payment_gateway;
4762 $processor = $payment_gateway->gateway_module;
4763 $login = $payment_gateway->gateway_username;
4764 $password = $payment_gateway->gateway_password;
4765 @bop_options = $payment_gateway->options;
4767 } else { #try the default gateway
4769 my( $conf_processor, $unused_action );
4770 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4771 $self->default_payment_gateway($method);
4773 return "processor of payment $options{'paynum'} $processor does not".
4774 " match default processor $conf_processor"
4775 unless $processor eq $conf_processor;
4780 } else { # didn't specify a paynum, so look for agent gateway overrides
4781 # like a normal transaction
4784 if ( $method eq 'CC' ) {
4785 $cardtype = cardtype($self->payinfo);
4786 } elsif ( $method eq 'ECHECK' ) {
4789 $cardtype = $method;
4792 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4793 cardtype => $cardtype,
4795 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4797 taxclass => '', } );
4799 if ( $override ) { #use a payment gateway override
4801 my $payment_gateway = $override->payment_gateway;
4803 $processor = $payment_gateway->gateway_module;
4804 $login = $payment_gateway->gateway_username;
4805 $password = $payment_gateway->gateway_password;
4806 #$action = $payment_gateway->gateway_action;
4807 @bop_options = $payment_gateway->options;
4809 } else { #use the standard settings from the config
4812 ( $processor, $login, $password, $unused_action, @bop_options ) =
4813 $self->default_payment_gateway($method);
4818 return "neither amount nor paynum specified" unless $amount;
4823 'password' => $password,
4824 'order_number' => $order_number,
4825 'amount' => $amount,
4826 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4828 $content{authorization} = $auth
4829 if length($auth); #echeck/ACH transactions have an order # but no auth
4830 #(at least with authorize.net)
4832 my $disable_void_after;
4833 if ($conf->exists('disable_void_after')
4834 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4835 $disable_void_after = $1;
4838 #first try void if applicable
4839 if ( $cust_pay && $cust_pay->paid == $amount
4841 ( not defined($disable_void_after) )
4842 || ( time < ($cust_pay->_date + $disable_void_after ) )
4845 warn " attempting void\n" if $DEBUG > 1;
4846 my $void = new Business::OnlinePayment( $processor, @bop_options );
4847 $content{'card_number'} = $cust_pay->payinfo
4848 if $cust_pay->payby eq 'CARD'
4849 && $void->can('info') && $void->info('CC_void_requires_card');
4850 $void->content( 'action' => 'void', %content );
4852 if ( $void->is_success ) {
4853 my $error = $cust_pay->void($options{'reason'});
4855 # gah, even with transactions.
4856 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4857 "error voiding payment: $error";
4861 warn " void successful\n" if $DEBUG > 1;
4866 warn " void unsuccessful, trying refund\n"
4870 my $address = $self->address1;
4871 $address .= ", ". $self->address2 if $self->address2;
4873 my($payname, $payfirst, $paylast);
4874 if ( $self->payname && $method ne 'ECHECK' ) {
4875 $payname = $self->payname;
4876 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4877 or return "Illegal payname $payname";
4878 ($payfirst, $paylast) = ($1, $2);
4880 $payfirst = $self->getfield('first');
4881 $paylast = $self->getfield('last');
4882 $payname = "$payfirst $paylast";
4885 my @invoicing_list = $self->invoicing_list_emailonly;
4886 if ( $conf->exists('emailinvoiceautoalways')
4887 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4888 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4889 push @invoicing_list, $self->all_emails;
4892 my $email = ($conf->exists('business-onlinepayment-email-override'))
4893 ? $conf->config('business-onlinepayment-email-override')
4894 : $invoicing_list[0];
4896 my $payip = exists($options{'payip'})
4899 $content{customer_ip} = $payip
4903 if ( $method eq 'CC' ) {
4906 $content{card_number} = $payinfo = $cust_pay->payinfo;
4907 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4908 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4909 ($content{expiration} = "$2/$1"); # where available
4911 $content{card_number} = $payinfo = $self->payinfo;
4912 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4913 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4914 $content{expiration} = "$2/$1";
4917 } elsif ( $method eq 'ECHECK' ) {
4920 $payinfo = $cust_pay->payinfo;
4922 $payinfo = $self->payinfo;
4924 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4925 $content{bank_name} = $self->payname;
4926 $content{account_type} = 'CHECKING';
4927 $content{account_name} = $payname;
4928 $content{customer_org} = $self->company ? 'B' : 'I';
4929 $content{customer_ssn} = $self->ss;
4930 } elsif ( $method eq 'LEC' ) {
4931 $content{phone} = $payinfo = $self->payinfo;
4935 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4936 my %sub_content = $refund->content(
4937 'action' => 'credit',
4938 'customer_id' => $self->custnum,
4939 'last_name' => $paylast,
4940 'first_name' => $payfirst,
4942 'address' => $address,
4943 'city' => $self->city,
4944 'state' => $self->state,
4945 'zip' => $self->zip,
4946 'country' => $self->country,
4948 'phone' => $self->daytime || $self->night,
4951 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4955 return "$processor error: ". $refund->error_message
4956 unless $refund->is_success();
4958 my %method2payby = (
4964 my $paybatch = "$processor:". $refund->authorization;
4965 $paybatch .= ':'. $refund->order_number
4966 if $refund->can('order_number') && $refund->order_number;
4968 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4969 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4970 last unless @cust_bill_pay;
4971 my $cust_bill_pay = pop @cust_bill_pay;
4972 my $error = $cust_bill_pay->delete;
4976 my $cust_refund = new FS::cust_refund ( {
4977 'custnum' => $self->custnum,
4978 'paynum' => $options{'paynum'},
4979 'refund' => $amount,
4981 'payby' => $method2payby{$method},
4982 'payinfo' => $payinfo,
4983 'paybatch' => $paybatch,
4984 'reason' => $options{'reason'} || 'card or ACH refund',
4986 my $error = $cust_refund->insert;
4988 $cust_refund->paynum(''); #try again with no specific paynum
4989 my $error2 = $cust_refund->insert;
4991 # gah, even with transactions.
4992 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4993 "error inserting refund ($processor): $error2".
4994 " (previously tried insert with paynum #$options{'paynum'}" .
5005 # does the configuration indicate the new bop routines are required?
5007 sub _new_bop_required {
5010 my $botpp = 'Business::OnlineThirdPartyPayment';
5013 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
5014 scalar( grep { $_->gateway_namespace eq $botpp }
5015 qsearch( 'payment_gateway', { 'disabled' => '' } )
5023 =item realtime_collect [ OPTION => VALUE ... ]
5025 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5026 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
5027 gateway. See L<http://420.am/business-onlinepayment> and
5028 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5030 On failure returns an error message.
5032 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.
5034 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
5036 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
5037 then it is deduced from the customer record.
5039 If no I<amount> is specified, then the customer balance is used.
5041 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5042 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5043 if set, will override the value from the customer record.
5045 I<description> is a free-text field passed to the gateway. It defaults to
5046 the value defined by the business-onlinepayment-description configuration
5047 option, or "Internet services" if that is unset.
5049 If an I<invnum> is specified, this payment (if successful) is applied to the
5050 specified invoice. If you don't specify an I<invnum> you might want to
5051 call the B<apply_payments> method or set the I<apply> option.
5053 I<apply> can be set to true to apply a resulting payment.
5055 I<quiet> can be set true to surpress email decline notices.
5057 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5058 resulting paynum, if any.
5060 I<payunique> is a unique identifier for this payment.
5062 I<session_id> is a session identifier associated with this payment.
5064 I<depend_jobnum> allows payment capture to unlock export jobs
5068 sub realtime_collect {
5069 my( $self, %options ) = @_;
5072 warn "$me realtime_collect:\n";
5073 warn " $_ => $options{$_}\n" foreach keys %options;
5076 $options{amount} = $self->balance unless exists( $options{amount} );
5077 $options{method} = FS::payby->payby2bop($self->payby)
5078 unless exists( $options{method} );
5080 return $self->realtime_bop({%options});
5084 =item _realtime_bop { [ ARG => VALUE ... ] }
5086 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5087 via a Business::OnlinePayment realtime gateway. See
5088 L<http://420.am/business-onlinepayment> for supported gateways.
5090 Required arguments in the hashref are I<method>, and I<amount>
5092 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5094 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5096 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5097 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5098 if set, will override the value from the customer record.
5100 I<description> is a free-text field passed to the gateway. It defaults to
5101 the value defined by the business-onlinepayment-description configuration
5102 option, or "Internet services" if that is unset.
5104 If an I<invnum> is specified, this payment (if successful) is applied to the
5105 specified invoice. If you don't specify an I<invnum> you might want to
5106 call the B<apply_payments> method.
5108 I<quiet> can be set true to surpress email decline notices.
5110 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5111 resulting paynum, if any.
5113 I<payunique> is a unique identifier for this payment.
5115 I<session_id> is a session identifier associated with this payment.
5117 I<depend_jobnum> allows payment capture to unlock export jobs
5119 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5123 # some helper routines
5124 sub _payment_gateway {
5125 my ($self, $options) = @_;
5127 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5128 unless exists($options->{payment_gateway});
5130 $options->{payment_gateway};
5134 my ($self, $options) = @_;
5137 'login' => $options->{payment_gateway}->gateway_username,
5138 'password' => $options->{payment_gateway}->gateway_password,
5143 my ($self, $options) = @_;
5145 $options->{payment_gateway}->gatewaynum
5146 ? $options->{payment_gateway}->options
5147 : @{ $options->{payment_gateway}->get('options') };
5151 my ($self, $options) = @_;
5153 unless ( $options->{'description'} ) {
5154 if ( $conf->exists('business-onlinepayment-description') ) {
5155 my $dtempl = $conf->config('business-onlinepayment-description');
5157 my $agent = $self->agent->agent;
5159 $options->{'description'} = eval qq("$dtempl");
5161 $options->{'description'} = 'Internet services';
5165 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5166 $options->{invnum} ||= '';
5167 $options->{payname} = $self->payname unless exists( $options->{payname} );
5171 my ($self, $options) = @_;
5174 $content{address} = exists($options->{'address1'})
5175 ? $options->{'address1'}
5177 my $address2 = exists($options->{'address2'})
5178 ? $options->{'address2'}
5180 $content{address} .= ", ". $address2 if length($address2);
5182 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5183 $content{customer_ip} = $payip if length($payip);
5185 $content{invoice_number} = $options->{'invnum'}
5186 if exists($options->{'invnum'}) && length($options->{'invnum'});
5188 $content{email_customer} =
5189 ( $conf->exists('business-onlinepayment-email_customer')
5190 || $conf->exists('business-onlinepayment-email-override') );
5192 $content{payfirst} = $self->getfield('first');
5193 $content{paylast} = $self->getfield('last');
5195 $content{account_name} = "$content{payfirst} $content{paylast}"
5196 if $options->{method} eq 'ECHECK';
5198 $content{name} = $options->{payname};
5199 $content{name} = $content{account_name} if exists($content{account_name});
5201 $content{city} = exists($options->{city})
5204 $content{state} = exists($options->{state})
5207 $content{zip} = exists($options->{zip})
5210 $content{country} = exists($options->{country})
5211 ? $options->{country}
5213 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5214 $content{phone} = $self->daytime || $self->night;
5219 my %bop_method2payby = (
5225 sub _new_realtime_bop {
5229 if (ref($_[0]) eq 'HASH') {
5230 %options = %{$_[0]};
5232 my ( $method, $amount ) = ( shift, shift );
5234 $options{method} = $method;
5235 $options{amount} = $amount;
5239 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5240 warn " $_ => $options{$_}\n" foreach keys %options;
5243 return $self->fake_bop(%options) if $options{'fake'};
5245 $self->_bop_defaults(\%options);
5248 # set trans_is_recur based on invnum if there is one
5251 my $trans_is_recur = 0;
5252 if ( $options{'invnum'} ) {
5254 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5255 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5258 map { $_->part_pkg }
5260 map { $_->cust_pkg }
5261 $cust_bill->cust_bill_pkg;
5264 if grep { $_->freq ne '0' } @part_pkg;
5272 my $payment_gateway = $self->_payment_gateway( \%options );
5273 my $namespace = $payment_gateway->gateway_namespace;
5275 eval "use $namespace";
5279 # check for banned credit card/ACH
5282 my $ban = qsearchs('banned_pay', {
5283 'payby' => $bop_method2payby{$options{method}},
5284 'payinfo' => md5_base64($options{payinfo}),
5286 return "Banned credit card" if $ban;
5292 my (%bop_content) = $self->_bop_content(\%options);
5294 if ( $options{method} ne 'ECHECK' ) {
5295 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5296 or return "Illegal payname $options{payname}";
5297 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5300 my @invoicing_list = $self->invoicing_list_emailonly;
5301 if ( $conf->exists('emailinvoiceautoalways')
5302 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5303 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5304 push @invoicing_list, $self->all_emails;
5307 my $email = ($conf->exists('business-onlinepayment-email-override'))
5308 ? $conf->config('business-onlinepayment-email-override')
5309 : $invoicing_list[0];
5313 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5315 $content{card_number} = $options{payinfo};
5316 $paydate = exists($options{'paydate'})
5317 ? $options{'paydate'}
5319 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5320 $content{expiration} = "$2/$1";
5322 my $paycvv = exists($options{'paycvv'})
5323 ? $options{'paycvv'}
5325 $content{cvv2} = $paycvv
5328 my $paystart_month = exists($options{'paystart_month'})
5329 ? $options{'paystart_month'}
5330 : $self->paystart_month;
5332 my $paystart_year = exists($options{'paystart_year'})
5333 ? $options{'paystart_year'}
5334 : $self->paystart_year;
5336 $content{card_start} = "$paystart_month/$paystart_year"
5337 if $paystart_month && $paystart_year;
5339 my $payissue = exists($options{'payissue'})
5340 ? $options{'payissue'}
5342 $content{issue_number} = $payissue if $payissue;
5344 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5345 'trans_is_recur' => $trans_is_recur,
5349 $content{recurring_billing} = 'YES';
5350 $content{acct_code} = 'rebill'
5351 if $conf->exists('credit_card-recurring_billing_acct_code');
5354 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5355 ( $content{account_number}, $content{routing_code} ) =
5356 split('@', $options{payinfo});
5357 $content{bank_name} = $options{payname};
5358 $content{bank_state} = exists($options{'paystate'})
5359 ? $options{'paystate'}
5360 : $self->getfield('paystate');
5361 $content{account_type} = exists($options{'paytype'})
5362 ? uc($options{'paytype'}) || 'CHECKING'
5363 : uc($self->getfield('paytype')) || 'CHECKING';
5364 $content{customer_org} = $self->company ? 'B' : 'I';
5365 $content{state_id} = exists($options{'stateid'})
5366 ? $options{'stateid'}
5367 : $self->getfield('stateid');
5368 $content{state_id_state} = exists($options{'stateid_state'})
5369 ? $options{'stateid_state'}
5370 : $self->getfield('stateid_state');
5371 $content{customer_ssn} = exists($options{'ss'})
5374 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5375 $content{phone} = $options{payinfo};
5376 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5383 # run transaction(s)
5386 my $balance = exists( $options{'balance'} )
5387 ? $options{'balance'}
5390 $self->select_for_update; #mutex ... just until we get our pending record in
5392 #the checks here are intended to catch concurrent payments
5393 #double-form-submission prevention is taken care of in cust_pay_pending::check
5396 return "The customer's balance has changed; $options{method} transaction aborted."
5397 if $self->balance < $balance;
5398 #&& $self->balance < $options{amount}; #might as well anyway?
5400 #also check and make sure there aren't *other* pending payments for this cust
5402 my @pending = qsearch('cust_pay_pending', {
5403 'custnum' => $self->custnum,
5404 'status' => { op=>'!=', value=>'done' }
5406 return "A payment is already being processed for this customer (".
5407 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5408 "); $options{method} transaction aborted."
5409 if scalar(@pending);
5411 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5413 my $cust_pay_pending = new FS::cust_pay_pending {
5414 'custnum' => $self->custnum,
5415 #'invnum' => $options{'invnum'},
5416 'paid' => $options{amount},
5418 'payby' => $bop_method2payby{$options{method}},
5419 'payinfo' => $options{payinfo},
5420 'paydate' => $paydate,
5421 'recurring_billing' => $content{recurring_billing},
5422 'pkgnum' => $options{'pkgnum'},
5424 'gatewaynum' => $payment_gateway->gatewaynum || '',
5425 'session_id' => $options{session_id} || '',
5426 'jobnum' => $options{depend_jobnum} || '',
5428 $cust_pay_pending->payunique( $options{payunique} )
5429 if defined($options{payunique}) && length($options{payunique});
5430 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5431 return $cpp_new_err if $cpp_new_err;
5433 my( $action1, $action2 ) =
5434 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5436 my $transaction = new $namespace( $payment_gateway->gateway_module,
5437 $self->_bop_options(\%options),
5440 $transaction->content(
5441 'type' => $options{method},
5442 $self->_bop_auth(\%options),
5443 'action' => $action1,
5444 'description' => $options{'description'},
5445 'amount' => $options{amount},
5446 #'invoice_number' => $options{'invnum'},
5447 'customer_id' => $self->custnum,
5449 'reference' => $cust_pay_pending->paypendingnum, #for now
5454 $cust_pay_pending->status('pending');
5455 my $cpp_pending_err = $cust_pay_pending->replace;
5456 return $cpp_pending_err if $cpp_pending_err;
5459 my $BOP_TESTING = 0;
5460 my $BOP_TESTING_SUCCESS = 1;
5462 unless ( $BOP_TESTING ) {
5463 $transaction->submit();
5465 if ( $BOP_TESTING_SUCCESS ) {
5466 $transaction->is_success(1);
5467 $transaction->authorization('fake auth');
5469 $transaction->is_success(0);
5470 $transaction->error_message('fake failure');
5474 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5476 return { reference => $cust_pay_pending->paypendingnum,
5477 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5479 } elsif ( $transaction->is_success() && $action2 ) {
5481 $cust_pay_pending->status('authorized');
5482 my $cpp_authorized_err = $cust_pay_pending->replace;
5483 return $cpp_authorized_err if $cpp_authorized_err;
5485 my $auth = $transaction->authorization;
5486 my $ordernum = $transaction->can('order_number')
5487 ? $transaction->order_number
5491 new Business::OnlinePayment( $payment_gateway->gateway_module,
5492 $self->_bop_options(\%options),
5497 type => $options{method},
5499 $self->_bop_auth(\%options),
5500 order_number => $ordernum,
5501 amount => $options{amount},
5502 authorization => $auth,
5503 description => $options{'description'},
5506 foreach my $field (qw( authorization_source_code returned_ACI
5507 transaction_identifier validation_code
5508 transaction_sequence_num local_transaction_date
5509 local_transaction_time AVS_result_code )) {
5510 $capture{$field} = $transaction->$field() if $transaction->can($field);
5513 $capture->content( %capture );
5517 unless ( $capture->is_success ) {
5518 my $e = "Authorization successful but capture failed, custnum #".
5519 $self->custnum. ': '. $capture->result_code.
5520 ": ". $capture->error_message;
5528 # remove paycvv after initial transaction
5531 #false laziness w/misc/process/payment.cgi - check both to make sure working
5533 if ( defined $self->dbdef_table->column('paycvv')
5534 && length($self->paycvv)
5535 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5537 my $error = $self->remove_cvv;
5539 warn "WARNING: error removing cvv: $error\n";
5547 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5559 if (ref($_[0]) eq 'HASH') {
5560 %options = %{$_[0]};
5562 my ( $method, $amount ) = ( shift, shift );
5564 $options{method} = $method;
5565 $options{amount} = $amount;
5568 if ( $options{'fake_failure'} ) {
5569 return "Error: No error; test failure requested with fake_failure";
5573 #if ( $payment_gateway->gatewaynum ) { # agent override
5574 # $paybatch = $payment_gateway->gatewaynum. '-';
5577 #$paybatch .= "$processor:". $transaction->authorization;
5579 #$paybatch .= ':'. $transaction->order_number
5580 # if $transaction->can('order_number')
5581 # && length($transaction->order_number);
5583 my $paybatch = 'FakeProcessor:54:32';
5585 my $cust_pay = new FS::cust_pay ( {
5586 'custnum' => $self->custnum,
5587 'invnum' => $options{'invnum'},
5588 'paid' => $options{amount},
5590 'payby' => $bop_method2payby{$options{method}},
5591 #'payinfo' => $payinfo,
5592 'payinfo' => '4111111111111111',
5593 'paybatch' => $paybatch,
5594 #'paydate' => $paydate,
5595 'paydate' => '2012-05-01',
5597 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5599 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5602 $cust_pay->invnum(''); #try again with no specific invnum
5603 my $error2 = $cust_pay->insert( $options{'manual'} ?
5604 ( 'manual' => 1 ) : ()
5607 # gah, even with transactions.
5608 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5609 "error inserting (fake!) payment: $error2".
5610 " (previously tried insert with invnum #$options{'invnum'}" .
5617 if ( $options{'paynum_ref'} ) {
5618 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5621 return ''; #no error
5626 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5628 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5629 # phone bill transaction.
5631 sub _realtime_bop_result {
5632 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5634 warn "$me _realtime_bop_result: pending transaction ".
5635 $cust_pay_pending->paypendingnum. "\n";
5636 warn " $_ => $options{$_}\n" foreach keys %options;
5639 my $payment_gateway = $options{payment_gateway}
5640 or return "no payment gateway in arguments to _realtime_bop_result";
5642 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5643 my $cpp_captured_err = $cust_pay_pending->replace;
5644 return $cpp_captured_err if $cpp_captured_err;
5646 if ( $transaction->is_success() ) {
5649 if ( $payment_gateway->gatewaynum ) { # agent override
5650 $paybatch = $payment_gateway->gatewaynum. '-';
5653 $paybatch .= $payment_gateway->gateway_module. ":".
5654 $transaction->authorization;
5656 $paybatch .= ':'. $transaction->order_number
5657 if $transaction->can('order_number')
5658 && length($transaction->order_number);
5660 my $cust_pay = new FS::cust_pay ( {
5661 'custnum' => $self->custnum,
5662 'invnum' => $options{'invnum'},
5663 'paid' => $cust_pay_pending->paid,
5665 'payby' => $cust_pay_pending->payby,
5666 #'payinfo' => $payinfo,
5667 'paybatch' => $paybatch,
5668 'paydate' => $cust_pay_pending->paydate,
5669 'pkgnum' => $cust_pay_pending->pkgnum,
5671 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5672 $cust_pay->payunique( $options{payunique} )
5673 if defined($options{payunique}) && length($options{payunique});
5675 my $oldAutoCommit = $FS::UID::AutoCommit;
5676 local $FS::UID::AutoCommit = 0;
5679 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5681 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5684 $cust_pay->invnum(''); #try again with no specific invnum
5685 my $error2 = $cust_pay->insert( $options{'manual'} ?
5686 ( 'manual' => 1 ) : ()
5689 # gah. but at least we have a record of the state we had to abort in
5690 # from cust_pay_pending now.
5691 my $e = "WARNING: $options{method} captured but payment not recorded -".
5692 " error inserting payment (". $payment_gateway->gateway_module.
5694 " (previously tried insert with invnum #$options{'invnum'}" .
5695 ": $error ) - pending payment saved as paypendingnum ".
5696 $cust_pay_pending->paypendingnum. "\n";
5702 my $jobnum = $cust_pay_pending->jobnum;
5704 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5706 unless ( $placeholder ) {
5707 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5708 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5709 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5714 $error = $placeholder->delete;
5717 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5718 my $e = "WARNING: $options{method} captured but could not delete ".
5719 "job $jobnum for paypendingnum ".
5720 $cust_pay_pending->paypendingnum. ": $error\n";
5727 if ( $options{'paynum_ref'} ) {
5728 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5731 $cust_pay_pending->status('done');
5732 $cust_pay_pending->statustext('captured');
5733 $cust_pay_pending->paynum($cust_pay->paynum);
5734 my $cpp_done_err = $cust_pay_pending->replace;
5736 if ( $cpp_done_err ) {
5738 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5739 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5740 "error updating status for paypendingnum ".
5741 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5747 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5749 if ( $options{'apply'} ) {
5750 my $apply_error = $self->apply_payments_and_credits;
5751 if ( $apply_error ) {
5752 warn "WARNING: error applying payment: $apply_error\n";
5753 #but we still should return no error cause the payment otherwise went
5758 return ''; #no error
5764 my $perror = $payment_gateway->gateway_module. " error: ".
5765 $transaction->error_message;
5767 my $jobnum = $cust_pay_pending->jobnum;
5769 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5771 if ( $placeholder ) {
5772 my $error = $placeholder->depended_delete;
5773 $error ||= $placeholder->delete;
5774 warn "error removing provisioning jobs after declined paypendingnum ".
5775 $cust_pay_pending->paypendingnum. "\n";
5777 my $e = "error finding job $jobnum for declined paypendingnum ".
5778 $cust_pay_pending->paypendingnum. "\n";
5784 unless ( $transaction->error_message ) {
5787 if ( $transaction->can('response_page') ) {
5789 'page' => ( $transaction->can('response_page')
5790 ? $transaction->response_page
5793 'code' => ( $transaction->can('response_code')
5794 ? $transaction->response_code
5797 'headers' => ( $transaction->can('response_headers')
5798 ? $transaction->response_headers
5804 "No additional debugging information available for ".
5805 $payment_gateway->gateway_module;
5808 $perror .= "No error_message returned from ".
5809 $payment_gateway->gateway_module. " -- ".
5810 ( ref($t_response) ? Dumper($t_response) : $t_response );
5814 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5815 && $conf->exists('emaildecline')
5816 && grep { $_ ne 'POST' } $self->invoicing_list
5817 && ! grep { $transaction->error_message =~ /$_/ }
5818 $conf->config('emaildecline-exclude')
5820 my @templ = $conf->config('declinetemplate');
5821 my $template = new Text::Template (
5823 SOURCE => [ map "$_\n", @templ ],
5824 ) or return "($perror) can't create template: $Text::Template::ERROR";
5825 $template->compile()
5826 or return "($perror) can't compile template: $Text::Template::ERROR";
5830 scalar( $conf->config('company_name', $self->agentnum ) ),
5831 'company_address' =>
5832 join("\n", $conf->config('company_address', $self->agentnum ) ),
5833 'error' => $transaction->error_message,
5836 my $error = send_email(
5837 'from' => $conf->config('invoice_from', $self->agentnum ),
5838 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5839 'subject' => 'Your payment could not be processed',
5840 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5843 $perror .= " (also received error sending decline notification: $error)"
5848 $cust_pay_pending->status('done');
5849 $cust_pay_pending->statustext("declined: $perror");
5850 my $cpp_done_err = $cust_pay_pending->replace;
5851 if ( $cpp_done_err ) {
5852 my $e = "WARNING: $options{method} declined but pending payment not ".
5853 "resolved - error updating status for paypendingnum ".
5854 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5856 $perror = "$e ($perror)";
5864 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5866 Verifies successful third party processing of a realtime credit card,
5867 ACH (electronic check) or phone bill transaction via a
5868 Business::OnlineThirdPartyPayment realtime gateway. See
5869 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5871 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5873 The additional options I<payname>, I<city>, I<state>,
5874 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5875 if set, will override the value from the customer record.
5877 I<description> is a free-text field passed to the gateway. It defaults to
5878 "Internet services".
5880 If an I<invnum> is specified, this payment (if successful) is applied to the
5881 specified invoice. If you don't specify an I<invnum> you might want to
5882 call the B<apply_payments> method.
5884 I<quiet> can be set true to surpress email decline notices.
5886 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5887 resulting paynum, if any.
5889 I<payunique> is a unique identifier for this payment.
5891 Returns a hashref containing elements bill_error (which will be undefined
5892 upon success) and session_id of any associated session.
5896 sub realtime_botpp_capture {
5897 my( $self, $cust_pay_pending, %options ) = @_;
5899 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5900 warn " $_ => $options{$_}\n" foreach keys %options;
5903 eval "use Business::OnlineThirdPartyPayment";
5907 # select the gateway
5910 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5912 my $payment_gateway = $cust_pay_pending->gatewaynum
5913 ? qsearchs( 'payment_gateway',
5914 { gatewaynum => $cust_pay_pending->gatewaynum }
5916 : $self->agent->payment_gateway( 'method' => $method,
5917 # 'invnum' => $cust_pay_pending->invnum,
5918 # 'payinfo' => $cust_pay_pending->payinfo,
5921 $options{payment_gateway} = $payment_gateway; # for the helper subs
5927 my @invoicing_list = $self->invoicing_list_emailonly;
5928 if ( $conf->exists('emailinvoiceautoalways')
5929 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5930 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5931 push @invoicing_list, $self->all_emails;
5934 my $email = ($conf->exists('business-onlinepayment-email-override'))
5935 ? $conf->config('business-onlinepayment-email-override')
5936 : $invoicing_list[0];
5940 $content{email_customer} =
5941 ( $conf->exists('business-onlinepayment-email_customer')
5942 || $conf->exists('business-onlinepayment-email-override') );
5945 # run transaction(s)
5949 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5950 $self->_bop_options(\%options),
5953 $transaction->reference({ %options });
5955 $transaction->content(
5957 $self->_bop_auth(\%options),
5958 'action' => 'Post Authorization',
5959 'description' => $options{'description'},
5960 'amount' => $cust_pay_pending->paid,
5961 #'invoice_number' => $options{'invnum'},
5962 'customer_id' => $self->custnum,
5963 'referer' => 'http://cleanwhisker.420.am/',
5964 'reference' => $cust_pay_pending->paypendingnum,
5966 'phone' => $self->daytime || $self->night,
5968 # plus whatever is required for bogus capture avoidance
5971 $transaction->submit();
5974 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5977 bill_error => $error,
5978 session_id => $cust_pay_pending->session_id,
5983 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5987 sub default_payment_gateway {
5988 my( $self, $method ) = @_;
5990 die "Real-time processing not enabled\n"
5991 unless $conf->exists('business-onlinepayment');
5993 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5996 my $bop_config = 'business-onlinepayment';
5997 $bop_config .= '-ach'
5998 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5999 my ( $processor, $login, $password, $action, @bop_options ) =
6000 $conf->config($bop_config);
6001 $action ||= 'normal authorization';
6002 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
6003 die "No real-time processor is enabled - ".
6004 "did you set the business-onlinepayment configuration value?\n"
6007 ( $processor, $login, $password, $action, @bop_options )
6012 Removes the I<paycvv> field from the database directly.
6014 If there is an error, returns the error, otherwise returns false.
6020 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
6021 or return dbh->errstr;
6022 $sth->execute($self->custnum)
6023 or return $sth->errstr;
6028 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
6030 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
6031 via a Business::OnlinePayment realtime gateway. See
6032 L<http://420.am/business-onlinepayment> for supported gateways.
6034 Available methods are: I<CC>, I<ECHECK> and I<LEC>
6036 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
6038 Most gateways require a reference to an original payment transaction to refund,
6039 so you probably need to specify a I<paynum>.
6041 I<amount> defaults to the original amount of the payment if not specified.
6043 I<reason> specifies a reason for the refund.
6045 I<paydate> specifies the expiration date for a credit card overriding the
6046 value from the customer record or the payment record. Specified as yyyy-mm-dd
6048 Implementation note: If I<amount> is unspecified or equal to the amount of the
6049 orignal payment, first an attempt is made to "void" the transaction via
6050 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6051 the normal attempt is made to "refund" ("credit") the transaction via the
6052 gateway is attempted.
6054 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6055 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6056 #if set, will override the value from the customer record.
6058 #If an I<invnum> is specified, this payment (if successful) is applied to the
6059 #specified invoice. If you don't specify an I<invnum> you might want to
6060 #call the B<apply_payments> method.
6064 #some false laziness w/realtime_bop, not enough to make it worth merging
6065 #but some useful small subs should be pulled out
6066 sub _new_realtime_refund_bop {
6070 if (ref($_[0]) ne 'HASH') {
6071 %options = %{$_[0]};
6075 $options{method} = $method;
6079 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6080 warn " $_ => $options{$_}\n" foreach keys %options;
6084 # look up the original payment and optionally a gateway for that payment
6088 my $amount = $options{'amount'};
6090 my( $processor, $login, $password, @bop_options, $namespace ) ;
6091 my( $auth, $order_number ) = ( '', '', '' );
6093 if ( $options{'paynum'} ) {
6095 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6096 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6097 or return "Unknown paynum $options{'paynum'}";
6098 $amount ||= $cust_pay->paid;
6100 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6101 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6102 $cust_pay->paybatch;
6103 my $gatewaynum = '';
6104 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6106 if ( $gatewaynum ) { #gateway for the payment to be refunded
6108 my $payment_gateway =
6109 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6110 die "payment gateway $gatewaynum not found"
6111 unless $payment_gateway;
6113 $processor = $payment_gateway->gateway_module;
6114 $login = $payment_gateway->gateway_username;
6115 $password = $payment_gateway->gateway_password;
6116 $namespace = $payment_gateway->gateway_namespace;
6117 @bop_options = $payment_gateway->options;
6119 } else { #try the default gateway
6122 my $payment_gateway =
6123 $self->agent->payment_gateway('method' => $options{method});
6125 ( $conf_processor, $login, $password, $namespace ) =
6126 map { my $method = "gateway_$_"; $payment_gateway->$method }
6127 qw( module username password namespace );
6129 @bop_options = $payment_gateway->gatewaynum
6130 ? $payment_gateway->options
6131 : @{ $payment_gateway->get('options') };
6133 return "processor of payment $options{'paynum'} $processor does not".
6134 " match default processor $conf_processor"
6135 unless $processor eq $conf_processor;
6140 } else { # didn't specify a paynum, so look for agent gateway overrides
6141 # like a normal transaction
6143 my $payment_gateway =
6144 $self->agent->payment_gateway( 'method' => $options{method},
6145 #'payinfo' => $payinfo,
6147 my( $processor, $login, $password, $namespace ) =
6148 map { my $method = "gateway_$_"; $payment_gateway->$method }
6149 qw( module username password namespace );
6151 my @bop_options = $payment_gateway->gatewaynum
6152 ? $payment_gateway->options
6153 : @{ $payment_gateway->get('options') };
6156 return "neither amount nor paynum specified" unless $amount;
6158 eval "use $namespace";
6162 'type' => $options{method},
6164 'password' => $password,
6165 'order_number' => $order_number,
6166 'amount' => $amount,
6167 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6169 $content{authorization} = $auth
6170 if length($auth); #echeck/ACH transactions have an order # but no auth
6171 #(at least with authorize.net)
6173 my $disable_void_after;
6174 if ($conf->exists('disable_void_after')
6175 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6176 $disable_void_after = $1;
6179 #first try void if applicable
6180 if ( $cust_pay && $cust_pay->paid == $amount
6182 ( not defined($disable_void_after) )
6183 || ( time < ($cust_pay->_date + $disable_void_after ) )
6186 warn " attempting void\n" if $DEBUG > 1;
6187 my $void = new Business::OnlinePayment( $processor, @bop_options );
6188 $content{'card_number'} = $cust_pay->payinfo
6189 if $cust_pay->payby eq 'CARD'
6190 && $void->can('info') && $void->info('CC_void_requires_card');
6191 $void->content( 'action' => 'void', %content );
6193 if ( $void->is_success ) {
6194 my $error = $cust_pay->void($options{'reason'});
6196 # gah, even with transactions.
6197 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6198 "error voiding payment: $error";
6202 warn " void successful\n" if $DEBUG > 1;
6207 warn " void unsuccessful, trying refund\n"
6211 my $address = $self->address1;
6212 $address .= ", ". $self->address2 if $self->address2;
6214 my($payname, $payfirst, $paylast);
6215 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6216 $payname = $self->payname;
6217 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6218 or return "Illegal payname $payname";
6219 ($payfirst, $paylast) = ($1, $2);
6221 $payfirst = $self->getfield('first');
6222 $paylast = $self->getfield('last');
6223 $payname = "$payfirst $paylast";
6226 my @invoicing_list = $self->invoicing_list_emailonly;
6227 if ( $conf->exists('emailinvoiceautoalways')
6228 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6229 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6230 push @invoicing_list, $self->all_emails;
6233 my $email = ($conf->exists('business-onlinepayment-email-override'))
6234 ? $conf->config('business-onlinepayment-email-override')
6235 : $invoicing_list[0];
6237 my $payip = exists($options{'payip'})
6240 $content{customer_ip} = $payip
6244 if ( $options{method} eq 'CC' ) {
6247 $content{card_number} = $payinfo = $cust_pay->payinfo;
6248 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6249 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6250 ($content{expiration} = "$2/$1"); # where available
6252 $content{card_number} = $payinfo = $self->payinfo;
6253 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6254 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6255 $content{expiration} = "$2/$1";
6258 } elsif ( $options{method} eq 'ECHECK' ) {
6261 $payinfo = $cust_pay->payinfo;
6263 $payinfo = $self->payinfo;
6265 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6266 $content{bank_name} = $self->payname;
6267 $content{account_type} = 'CHECKING';
6268 $content{account_name} = $payname;
6269 $content{customer_org} = $self->company ? 'B' : 'I';
6270 $content{customer_ssn} = $self->ss;
6271 } elsif ( $options{method} eq 'LEC' ) {
6272 $content{phone} = $payinfo = $self->payinfo;
6276 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6277 my %sub_content = $refund->content(
6278 'action' => 'credit',
6279 'customer_id' => $self->custnum,
6280 'last_name' => $paylast,
6281 'first_name' => $payfirst,
6283 'address' => $address,
6284 'city' => $self->city,
6285 'state' => $self->state,
6286 'zip' => $self->zip,
6287 'country' => $self->country,
6289 'phone' => $self->daytime || $self->night,
6292 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6296 return "$processor error: ". $refund->error_message
6297 unless $refund->is_success();
6299 my $paybatch = "$processor:". $refund->authorization;
6300 $paybatch .= ':'. $refund->order_number
6301 if $refund->can('order_number') && $refund->order_number;
6303 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6304 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6305 last unless @cust_bill_pay;
6306 my $cust_bill_pay = pop @cust_bill_pay;
6307 my $error = $cust_bill_pay->delete;
6311 my $cust_refund = new FS::cust_refund ( {
6312 'custnum' => $self->custnum,
6313 'paynum' => $options{'paynum'},
6314 'refund' => $amount,
6316 'payby' => $bop_method2payby{$options{method}},
6317 'payinfo' => $payinfo,
6318 'paybatch' => $paybatch,
6319 'reason' => $options{'reason'} || 'card or ACH refund',
6321 my $error = $cust_refund->insert;
6323 $cust_refund->paynum(''); #try again with no specific paynum
6324 my $error2 = $cust_refund->insert;
6326 # gah, even with transactions.
6327 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6328 "error inserting refund ($processor): $error2".
6329 " (previously tried insert with paynum #$options{'paynum'}" .
6340 =item batch_card OPTION => VALUE...
6342 Adds a payment for this invoice to the pending credit card batch (see
6343 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6344 runs the payment using a realtime gateway.
6349 my ($self, %options) = @_;
6352 if (exists($options{amount})) {
6353 $amount = $options{amount};
6355 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6357 return '' unless $amount > 0;
6359 my $invnum = delete $options{invnum};
6360 my $payby = $options{invnum} || $self->payby; #dubious
6362 if ($options{'realtime'}) {
6363 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6369 my $oldAutoCommit = $FS::UID::AutoCommit;
6370 local $FS::UID::AutoCommit = 0;
6373 #this needs to handle mysql as well as Pg, like svc_acct.pm
6374 #(make it into a common function if folks need to do batching with mysql)
6375 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6376 or return "Cannot lock pay_batch: " . $dbh->errstr;
6380 'payby' => FS::payby->payby2payment($payby),
6383 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6385 unless ( $pay_batch ) {
6386 $pay_batch = new FS::pay_batch \%pay_batch;
6387 my $error = $pay_batch->insert;
6389 $dbh->rollback if $oldAutoCommit;
6390 die "error creating new batch: $error\n";
6394 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6395 'batchnum' => $pay_batch->batchnum,
6396 'custnum' => $self->custnum,
6399 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6401 $options{$_} = '' unless exists($options{$_});
6404 my $cust_pay_batch = new FS::cust_pay_batch ( {
6405 'batchnum' => $pay_batch->batchnum,
6406 'invnum' => $invnum || 0, # is there a better value?
6407 # this field should be
6409 # cust_bill_pay_batch now
6410 'custnum' => $self->custnum,
6411 'last' => $self->getfield('last'),
6412 'first' => $self->getfield('first'),
6413 'address1' => $options{address1} || $self->address1,
6414 'address2' => $options{address2} || $self->address2,
6415 'city' => $options{city} || $self->city,
6416 'state' => $options{state} || $self->state,
6417 'zip' => $options{zip} || $self->zip,
6418 'country' => $options{country} || $self->country,
6419 'payby' => $options{payby} || $self->payby,
6420 'payinfo' => $options{payinfo} || $self->payinfo,
6421 'exp' => $options{paydate} || $self->paydate,
6422 'payname' => $options{payname} || $self->payname,
6423 'amount' => $amount, # consolidating
6426 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6427 if $old_cust_pay_batch;
6430 if ($old_cust_pay_batch) {
6431 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6433 $error = $cust_pay_batch->insert;
6437 $dbh->rollback if $oldAutoCommit;
6441 my $unapplied = $self->total_unapplied_credits
6442 + $self->total_unapplied_payments
6443 + $self->in_transit_payments;
6444 foreach my $cust_bill ($self->open_cust_bill) {
6445 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6446 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6447 'invnum' => $cust_bill->invnum,
6448 'paybatchnum' => $cust_pay_batch->paybatchnum,
6449 'amount' => $cust_bill->owed,
6452 if ($unapplied >= $cust_bill_pay_batch->amount){
6453 $unapplied -= $cust_bill_pay_batch->amount;
6456 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6457 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6459 $error = $cust_bill_pay_batch->insert;
6461 $dbh->rollback if $oldAutoCommit;
6466 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6470 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6472 Applies unapplied payments and credits.
6474 In most cases, this new method should be used in place of sequential
6475 apply_payments and apply_credits methods.
6477 A hash of optional arguments may be passed. Currently "manual" is supported.
6478 If true, a payment receipt is sent instead of a statement when
6479 'payment_receipt_email' configuration option is set.
6481 If there is an error, returns the error, otherwise returns false.
6485 sub apply_payments_and_credits {
6486 my( $self, %options ) = @_;
6488 local $SIG{HUP} = 'IGNORE';
6489 local $SIG{INT} = 'IGNORE';
6490 local $SIG{QUIT} = 'IGNORE';
6491 local $SIG{TERM} = 'IGNORE';
6492 local $SIG{TSTP} = 'IGNORE';
6493 local $SIG{PIPE} = 'IGNORE';
6495 my $oldAutoCommit = $FS::UID::AutoCommit;
6496 local $FS::UID::AutoCommit = 0;
6499 $self->select_for_update; #mutex
6501 foreach my $cust_bill ( $self->open_cust_bill ) {
6502 my $error = $cust_bill->apply_payments_and_credits(%options);
6504 $dbh->rollback if $oldAutoCommit;
6505 return "Error applying: $error";
6509 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6514 =item apply_credits OPTION => VALUE ...
6516 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6517 to outstanding invoice balances in chronological order (or reverse
6518 chronological order if the I<order> option is set to B<newest>) and returns the
6519 value of any remaining unapplied credits available for refund (see
6520 L<FS::cust_refund>).
6522 Dies if there is an error.
6530 local $SIG{HUP} = 'IGNORE';
6531 local $SIG{INT} = 'IGNORE';
6532 local $SIG{QUIT} = 'IGNORE';
6533 local $SIG{TERM} = 'IGNORE';
6534 local $SIG{TSTP} = 'IGNORE';
6535 local $SIG{PIPE} = 'IGNORE';
6537 my $oldAutoCommit = $FS::UID::AutoCommit;
6538 local $FS::UID::AutoCommit = 0;
6541 $self->select_for_update; #mutex
6543 unless ( $self->total_unapplied_credits ) {
6544 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6548 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6549 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6551 my @invoices = $self->open_cust_bill;
6552 @invoices = sort { $b->_date <=> $a->_date } @invoices
6553 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6555 if ( $conf->exists('pkg-balances') ) {
6556 # limit @credits to those w/ a pkgnum grepped from $self
6558 foreach my $i (@invoices) {
6559 foreach my $li ( $i->cust_bill_pkg ) {
6560 $pkgnums{$li->pkgnum} = 1;
6563 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6568 foreach my $cust_bill ( @invoices ) {
6570 if ( !defined($credit) || $credit->credited == 0) {
6571 $credit = pop @credits or last;
6575 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6576 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6578 $owed = $cust_bill->owed;
6580 unless ( $owed > 0 ) {
6581 push @credits, $credit;
6585 my $amount = min( $credit->credited, $owed );
6587 my $cust_credit_bill = new FS::cust_credit_bill ( {
6588 'crednum' => $credit->crednum,
6589 'invnum' => $cust_bill->invnum,
6590 'amount' => $amount,
6592 $cust_credit_bill->pkgnum( $credit->pkgnum )
6593 if $conf->exists('pkg-balances') && $credit->pkgnum;
6594 my $error = $cust_credit_bill->insert;
6596 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6600 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6604 my $total_unapplied_credits = $self->total_unapplied_credits;
6606 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6608 return $total_unapplied_credits;
6611 =item apply_payments [ OPTION => VALUE ... ]
6613 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6614 to outstanding invoice balances in chronological order.
6616 #and returns the value of any remaining unapplied payments.
6618 A hash of optional arguments may be passed. Currently "manual" is supported.
6619 If true, a payment receipt is sent instead of a statement when
6620 'payment_receipt_email' configuration option is set.
6622 Dies if there is an error.
6626 sub apply_payments {
6627 my( $self, %options ) = @_;
6629 local $SIG{HUP} = 'IGNORE';
6630 local $SIG{INT} = 'IGNORE';
6631 local $SIG{QUIT} = 'IGNORE';
6632 local $SIG{TERM} = 'IGNORE';
6633 local $SIG{TSTP} = 'IGNORE';
6634 local $SIG{PIPE} = 'IGNORE';
6636 my $oldAutoCommit = $FS::UID::AutoCommit;
6637 local $FS::UID::AutoCommit = 0;
6640 $self->select_for_update; #mutex
6644 my @payments = sort { $b->_date <=> $a->_date }
6645 grep { $_->unapplied > 0 }
6648 my @invoices = sort { $a->_date <=> $b->_date}
6649 grep { $_->owed > 0 }
6652 if ( $conf->exists('pkg-balances') ) {
6653 # limit @payments to those w/ a pkgnum grepped from $self
6655 foreach my $i (@invoices) {
6656 foreach my $li ( $i->cust_bill_pkg ) {
6657 $pkgnums{$li->pkgnum} = 1;
6660 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6665 foreach my $cust_bill ( @invoices ) {
6667 if ( !defined($payment) || $payment->unapplied == 0 ) {
6668 $payment = pop @payments or last;
6672 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6673 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6675 $owed = $cust_bill->owed;
6677 unless ( $owed > 0 ) {
6678 push @payments, $payment;
6682 my $amount = min( $payment->unapplied, $owed );
6684 my $cust_bill_pay = new FS::cust_bill_pay ( {
6685 'paynum' => $payment->paynum,
6686 'invnum' => $cust_bill->invnum,
6687 'amount' => $amount,
6689 $cust_bill_pay->pkgnum( $payment->pkgnum )
6690 if $conf->exists('pkg-balances') && $payment->pkgnum;
6691 my $error = $cust_bill_pay->insert(%options);
6693 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6697 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6701 my $total_unapplied_payments = $self->total_unapplied_payments;
6703 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6705 return $total_unapplied_payments;
6710 Returns the total owed for this customer on all invoices
6711 (see L<FS::cust_bill/owed>).
6717 $self->total_owed_date(2145859200); #12/31/2037
6720 =item total_owed_date TIME
6722 Returns the total owed for this customer on all invoices with date earlier than
6723 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6724 see L<Time::Local> and L<Date::Parse> for conversion functions.
6728 sub total_owed_date {
6732 # my $custnum = $self->custnum;
6734 # my $owed_sql = FS::cust_bill->owed_sql;
6737 # SELECT SUM($owed_sql) FROM cust_bill
6738 # WHERE custnum = $custnum
6739 # AND _date <= $time
6742 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6743 # $sth->execute() or die $sth->errstr;
6745 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6748 foreach my $cust_bill (
6749 grep { $_->_date <= $time }
6750 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6752 $total_bill += $cust_bill->owed;
6754 sprintf( "%.2f", $total_bill );
6758 =item total_owed_pkgnum PKGNUM
6760 Returns the total owed on all invoices for this customer's specific package
6761 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6765 sub total_owed_pkgnum {
6766 my( $self, $pkgnum ) = @_;
6767 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6770 =item total_owed_date_pkgnum TIME PKGNUM
6772 Returns the total owed for this customer's specific package when using
6773 experimental package balances on all invoices with date earlier than
6774 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6775 see L<Time::Local> and L<Date::Parse> for conversion functions.
6779 sub total_owed_date_pkgnum {
6780 my( $self, $time, $pkgnum ) = @_;
6783 foreach my $cust_bill (
6784 grep { $_->_date <= $time }
6785 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6787 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6789 sprintf( "%.2f", $total_bill );
6795 Returns the total amount of all payments.
6802 $total += $_->paid foreach $self->cust_pay;
6803 sprintf( "%.2f", $total );
6806 =item total_unapplied_credits
6808 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6809 customer. See L<FS::cust_credit/credited>.
6811 =item total_credited
6813 Old name for total_unapplied_credits. Don't use.
6817 sub total_credited {
6818 #carp "total_credited deprecated, use total_unapplied_credits";
6819 shift->total_unapplied_credits(@_);
6822 sub total_unapplied_credits {
6824 my $total_credit = 0;
6825 $total_credit += $_->credited foreach $self->cust_credit;
6826 sprintf( "%.2f", $total_credit );
6829 =item total_unapplied_credits_pkgnum PKGNUM
6831 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6832 customer. See L<FS::cust_credit/credited>.
6836 sub total_unapplied_credits_pkgnum {
6837 my( $self, $pkgnum ) = @_;
6838 my $total_credit = 0;
6839 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6840 sprintf( "%.2f", $total_credit );
6844 =item total_unapplied_payments
6846 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6847 See L<FS::cust_pay/unapplied>.
6851 sub total_unapplied_payments {
6853 my $total_unapplied = 0;
6854 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6855 sprintf( "%.2f", $total_unapplied );
6858 =item total_unapplied_payments_pkgnum PKGNUM
6860 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6861 specific package when using experimental package balances. See
6862 L<FS::cust_pay/unapplied>.
6866 sub total_unapplied_payments_pkgnum {
6867 my( $self, $pkgnum ) = @_;
6868 my $total_unapplied = 0;
6869 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6870 sprintf( "%.2f", $total_unapplied );
6874 =item total_unapplied_refunds
6876 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6877 customer. See L<FS::cust_refund/unapplied>.
6881 sub total_unapplied_refunds {
6883 my $total_unapplied = 0;
6884 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6885 sprintf( "%.2f", $total_unapplied );
6890 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6891 total_unapplied_credits minus total_unapplied_payments).
6899 + $self->total_unapplied_refunds
6900 - $self->total_unapplied_credits
6901 - $self->total_unapplied_payments
6905 =item balance_date TIME
6907 Returns the balance for this customer, only considering invoices with date
6908 earlier than TIME (total_owed_date minus total_credited minus
6909 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6910 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6919 $self->total_owed_date($time)
6920 + $self->total_unapplied_refunds
6921 - $self->total_unapplied_credits
6922 - $self->total_unapplied_payments
6926 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6928 Returns the balance for this customer, only considering invoices with date
6929 earlier than START_TIME, and optionally not later than END_TIME
6930 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6932 Times are specified as SQL fragments or numeric
6933 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6934 L<Date::Parse> for conversion functions. The empty string can be passed
6935 to disable that time constraint completely.
6937 Available options are:
6941 =item unapplied_date
6943 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)
6949 sub balance_date_range {
6951 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6952 ') FROM cust_main WHERE custnum='. $self->custnum;
6953 sprintf( "%.2f", $self->scalar_sql($sql) );
6956 =item balance_pkgnum PKGNUM
6958 Returns the balance for this customer's specific package when using
6959 experimental package balances (total_owed plus total_unrefunded, minus
6960 total_unapplied_credits minus total_unapplied_payments)
6964 sub balance_pkgnum {
6965 my( $self, $pkgnum ) = @_;
6968 $self->total_owed_pkgnum($pkgnum)
6969 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6970 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6971 - $self->total_unapplied_credits_pkgnum($pkgnum)
6972 - $self->total_unapplied_payments_pkgnum($pkgnum)
6976 =item in_transit_payments
6978 Returns the total of requests for payments for this customer pending in
6979 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6983 sub in_transit_payments {
6985 my $in_transit_payments = 0;
6986 foreach my $pay_batch ( qsearch('pay_batch', {
6989 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6990 'batchnum' => $pay_batch->batchnum,
6991 'custnum' => $self->custnum,
6993 $in_transit_payments += $cust_pay_batch->amount;
6996 sprintf( "%.2f", $in_transit_payments );
7001 Returns a hash of useful information for making a payment.
7011 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
7012 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
7013 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
7017 For credit card transactions:
7029 For electronic check transactions:
7044 $return{balance} = $self->balance;
7046 $return{payname} = $self->payname
7047 || ( $self->first. ' '. $self->get('last') );
7049 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7051 $return{payby} = $self->payby;
7052 $return{stateid_state} = $self->stateid_state;
7054 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7055 $return{card_type} = cardtype($self->payinfo);
7056 $return{payinfo} = $self->paymask;
7058 @return{'month', 'year'} = $self->paydate_monthyear;
7062 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7063 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7064 $return{payinfo1} = $payinfo1;
7065 $return{payinfo2} = $payinfo2;
7066 $return{paytype} = $self->paytype;
7067 $return{paystate} = $self->paystate;
7071 #doubleclick protection
7073 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7079 =item paydate_monthyear
7081 Returns a two-element list consisting of the month and year of this customer's
7082 paydate (credit card expiration date for CARD customers)
7086 sub paydate_monthyear {
7088 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7090 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7097 =item tax_exemption TAXNAME
7102 my( $self, $taxname ) = @_;
7104 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7105 'taxname' => $taxname,
7110 =item cust_main_exemption
7114 sub cust_main_exemption {
7116 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7119 =item invoicing_list [ ARRAYREF ]
7121 If an arguement is given, sets these email addresses as invoice recipients
7122 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7123 (except as warnings), so use check_invoicing_list first.
7125 Returns a list of email addresses (with svcnum entries expanded).
7127 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7128 check it without disturbing anything by passing nothing.
7130 This interface may change in the future.
7134 sub invoicing_list {
7135 my( $self, $arrayref ) = @_;
7138 my @cust_main_invoice;
7139 if ( $self->custnum ) {
7140 @cust_main_invoice =
7141 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7143 @cust_main_invoice = ();
7145 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7146 #warn $cust_main_invoice->destnum;
7147 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7148 #warn $cust_main_invoice->destnum;
7149 my $error = $cust_main_invoice->delete;
7150 warn $error if $error;
7153 if ( $self->custnum ) {
7154 @cust_main_invoice =
7155 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7157 @cust_main_invoice = ();
7159 my %seen = map { $_->address => 1 } @cust_main_invoice;
7160 foreach my $address ( @{$arrayref} ) {
7161 next if exists $seen{$address} && $seen{$address};
7162 $seen{$address} = 1;
7163 my $cust_main_invoice = new FS::cust_main_invoice ( {
7164 'custnum' => $self->custnum,
7167 my $error = $cust_main_invoice->insert;
7168 warn $error if $error;
7172 if ( $self->custnum ) {
7174 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7181 =item check_invoicing_list ARRAYREF
7183 Checks these arguements as valid input for the invoicing_list method. If there
7184 is an error, returns the error, otherwise returns false.
7188 sub check_invoicing_list {
7189 my( $self, $arrayref ) = @_;
7191 foreach my $address ( @$arrayref ) {
7193 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7194 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7197 my $cust_main_invoice = new FS::cust_main_invoice ( {
7198 'custnum' => $self->custnum,
7201 my $error = $self->custnum
7202 ? $cust_main_invoice->check
7203 : $cust_main_invoice->checkdest
7205 return $error if $error;
7209 return "Email address required"
7210 if $conf->exists('cust_main-require_invoicing_list_email')
7211 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7216 =item set_default_invoicing_list
7218 Sets the invoicing list to all accounts associated with this customer,
7219 overwriting any previous invoicing list.
7223 sub set_default_invoicing_list {
7225 $self->invoicing_list($self->all_emails);
7230 Returns the email addresses of all accounts provisioned for this customer.
7237 foreach my $cust_pkg ( $self->all_pkgs ) {
7238 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7240 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7241 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7243 $list{$_}=1 foreach map { $_->email } @svc_acct;
7248 =item invoicing_list_addpost
7250 Adds postal invoicing to this customer. If this customer is already configured
7251 to receive postal invoices, does nothing.
7255 sub invoicing_list_addpost {
7257 return if grep { $_ eq 'POST' } $self->invoicing_list;
7258 my @invoicing_list = $self->invoicing_list;
7259 push @invoicing_list, 'POST';
7260 $self->invoicing_list(\@invoicing_list);
7263 =item invoicing_list_emailonly
7265 Returns the list of email invoice recipients (invoicing_list without non-email
7266 destinations such as POST and FAX).
7270 sub invoicing_list_emailonly {
7272 warn "$me invoicing_list_emailonly called"
7274 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7277 =item invoicing_list_emailonly_scalar
7279 Returns the list of email invoice recipients (invoicing_list without non-email
7280 destinations such as POST and FAX) as a comma-separated scalar.
7284 sub invoicing_list_emailonly_scalar {
7286 warn "$me invoicing_list_emailonly_scalar called"
7288 join(', ', $self->invoicing_list_emailonly);
7291 =item referral_custnum_cust_main
7293 Returns the customer who referred this customer (or the empty string, if
7294 this customer was not referred).
7296 Note the difference with referral_cust_main method: This method,
7297 referral_custnum_cust_main returns the single customer (if any) who referred
7298 this customer, while referral_cust_main returns an array of customers referred
7303 sub referral_custnum_cust_main {
7305 return '' unless $self->referral_custnum;
7306 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7309 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7311 Returns an array of customers referred by this customer (referral_custnum set
7312 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7313 customers referred by customers referred by this customer and so on, inclusive.
7314 The default behavior is DEPTH 1 (no recursion).
7316 Note the difference with referral_custnum_cust_main method: This method,
7317 referral_cust_main, returns an array of customers referred BY this customer,
7318 while referral_custnum_cust_main returns the single customer (if any) who
7319 referred this customer.
7323 sub referral_cust_main {
7325 my $depth = @_ ? shift : 1;
7326 my $exclude = @_ ? shift : {};
7329 map { $exclude->{$_->custnum}++; $_; }
7330 grep { ! $exclude->{ $_->custnum } }
7331 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7335 map { $_->referral_cust_main($depth-1, $exclude) }
7342 =item referral_cust_main_ncancelled
7344 Same as referral_cust_main, except only returns customers with uncancelled
7349 sub referral_cust_main_ncancelled {
7351 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7354 =item referral_cust_pkg [ DEPTH ]
7356 Like referral_cust_main, except returns a flat list of all unsuspended (and
7357 uncancelled) packages for each customer. The number of items in this list may
7358 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7362 sub referral_cust_pkg {
7364 my $depth = @_ ? shift : 1;
7366 map { $_->unsuspended_pkgs }
7367 grep { $_->unsuspended_pkgs }
7368 $self->referral_cust_main($depth);
7371 =item referring_cust_main
7373 Returns the single cust_main record for the customer who referred this customer
7374 (referral_custnum), or false.
7378 sub referring_cust_main {
7380 return '' unless $self->referral_custnum;
7381 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7384 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7386 Applies a credit to this customer. If there is an error, returns the error,
7387 otherwise returns false.
7389 REASON can be a text string, an FS::reason object, or a scalar reference to
7390 a reasonnum. If a text string, it will be automatically inserted as a new
7391 reason, and a 'reason_type' option must be passed to indicate the
7392 FS::reason_type for the new reason.
7394 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7396 Any other options are passed to FS::cust_credit::insert.
7401 my( $self, $amount, $reason, %options ) = @_;
7403 my $cust_credit = new FS::cust_credit {
7404 'custnum' => $self->custnum,
7405 'amount' => $amount,
7408 if ( ref($reason) ) {
7410 if ( ref($reason) eq 'SCALAR' ) {
7411 $cust_credit->reasonnum( $$reason );
7413 $cust_credit->reasonnum( $reason->reasonnum );
7417 $cust_credit->set('reason', $reason)
7420 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7421 if exists($options{'addlinfo'});
7423 $cust_credit->insert(%options);
7427 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7429 Creates a one-time charge for this customer. If there is an error, returns
7430 the error, otherwise returns false.
7432 New-style, with a hashref of options:
7434 my $error = $cust_main->charge(
7438 'start_date' => str2time('7/4/2009'),
7439 'pkg' => 'Description',
7440 'comment' => 'Comment',
7441 'additional' => [], #extra invoice detail
7442 'classnum' => 1, #pkg_class
7444 'setuptax' => '', # or 'Y' for tax exempt
7447 'taxclass' => 'Tax class',
7450 'taxproduct' => 2, #part_pkg_taxproduct
7451 'override' => {}, #XXX describe
7453 #will be filled in with the new object
7454 'cust_pkg_ref' => \$cust_pkg,
7456 #generate an invoice immediately
7458 'invoice_terms' => '', #with these terms
7464 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7470 my ( $amount, $quantity, $start_date, $classnum );
7471 my ( $pkg, $comment, $additional );
7472 my ( $setuptax, $taxclass ); #internal taxes
7473 my ( $taxproduct, $override ); #vendor (CCH) taxes
7474 my $cust_pkg_ref = '';
7475 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7476 if ( ref( $_[0] ) ) {
7477 $amount = $_[0]->{amount};
7478 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7479 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7480 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7481 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7482 : '$'. sprintf("%.2f",$amount);
7483 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7484 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7485 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7486 $additional = $_[0]->{additional} || [];
7487 $taxproduct = $_[0]->{taxproductnum};
7488 $override = { '' => $_[0]->{tax_override} };
7489 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7490 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7491 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7496 $pkg = @_ ? shift : 'One-time charge';
7497 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7499 $taxclass = @_ ? shift : '';
7503 local $SIG{HUP} = 'IGNORE';
7504 local $SIG{INT} = 'IGNORE';
7505 local $SIG{QUIT} = 'IGNORE';
7506 local $SIG{TERM} = 'IGNORE';
7507 local $SIG{TSTP} = 'IGNORE';
7508 local $SIG{PIPE} = 'IGNORE';
7510 my $oldAutoCommit = $FS::UID::AutoCommit;
7511 local $FS::UID::AutoCommit = 0;
7514 my $part_pkg = new FS::part_pkg ( {
7516 'comment' => $comment,
7520 'classnum' => ( $classnum ? $classnum : '' ),
7521 'setuptax' => $setuptax,
7522 'taxclass' => $taxclass,
7523 'taxproductnum' => $taxproduct,
7526 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7527 ( 0 .. @$additional - 1 )
7529 'additional_count' => scalar(@$additional),
7530 'setup_fee' => $amount,
7533 my $error = $part_pkg->insert( options => \%options,
7534 tax_overrides => $override,
7537 $dbh->rollback if $oldAutoCommit;
7541 my $pkgpart = $part_pkg->pkgpart;
7542 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7543 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7544 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7545 $error = $type_pkgs->insert;
7547 $dbh->rollback if $oldAutoCommit;
7552 my $cust_pkg = new FS::cust_pkg ( {
7553 'custnum' => $self->custnum,
7554 'pkgpart' => $pkgpart,
7555 'quantity' => $quantity,
7556 'start_date' => $start_date,
7559 $error = $cust_pkg->insert;
7561 $dbh->rollback if $oldAutoCommit;
7563 } elsif ( $cust_pkg_ref ) {
7564 ${$cust_pkg_ref} = $cust_pkg;
7568 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7569 'pkg_list' => [ $cust_pkg ],
7572 $dbh->rollback if $oldAutoCommit;
7577 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7582 #=item charge_postal_fee
7584 #Applies a one time charge this customer. If there is an error,
7585 #returns the error, returns the cust_pkg charge object or false
7586 #if there was no charge.
7590 # This should be a customer event. For that to work requires that bill
7591 # also be a customer event.
7593 sub charge_postal_fee {
7596 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7597 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7599 my $cust_pkg = new FS::cust_pkg ( {
7600 'custnum' => $self->custnum,
7601 'pkgpart' => $pkgpart,
7605 my $error = $cust_pkg->insert;
7606 $error ? $error : $cust_pkg;
7611 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7617 map { $_ } #return $self->num_cust_bill unless wantarray;
7618 sort { $a->_date <=> $b->_date }
7619 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7622 =item open_cust_bill
7624 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7629 sub open_cust_bill {
7633 'table' => 'cust_bill',
7634 'hashref' => { 'custnum' => $self->custnum, },
7635 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7636 'order_by' => 'ORDER BY _date ASC',
7641 =item cust_statements
7643 Returns all the statements (see L<FS::cust_statement>) for this customer.
7647 sub cust_statement {
7649 map { $_ } #return $self->num_cust_statement unless wantarray;
7650 sort { $a->_date <=> $b->_date }
7651 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7656 Returns all the credits (see L<FS::cust_credit>) for this customer.
7662 map { $_ } #return $self->num_cust_credit unless wantarray;
7663 sort { $a->_date <=> $b->_date }
7664 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7667 =item cust_credit_pkgnum
7669 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7670 package when using experimental package balances.
7674 sub cust_credit_pkgnum {
7675 my( $self, $pkgnum ) = @_;
7676 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7677 sort { $a->_date <=> $b->_date }
7678 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7679 'pkgnum' => $pkgnum,
7686 Returns all the payments (see L<FS::cust_pay>) for this customer.
7692 return $self->num_cust_pay unless wantarray;
7693 sort { $a->_date <=> $b->_date }
7694 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7699 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7700 called automatically when the cust_pay method is used in a scalar context.
7706 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7707 my $sth = dbh->prepare($sql) or die dbh->errstr;
7708 $sth->execute($self->custnum) or die $sth->errstr;
7709 $sth->fetchrow_arrayref->[0];
7712 =item cust_pay_pkgnum
7714 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7715 package when using experimental package balances.
7719 sub cust_pay_pkgnum {
7720 my( $self, $pkgnum ) = @_;
7721 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7722 sort { $a->_date <=> $b->_date }
7723 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7724 'pkgnum' => $pkgnum,
7731 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7737 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7738 sort { $a->_date <=> $b->_date }
7739 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7742 =item cust_pay_batch
7744 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7748 sub cust_pay_batch {
7750 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7751 sort { $a->paybatchnum <=> $b->paybatchnum }
7752 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7755 =item cust_pay_pending
7757 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7758 (without status "done").
7762 sub cust_pay_pending {
7764 return $self->num_cust_pay_pending unless wantarray;
7765 sort { $a->_date <=> $b->_date }
7766 qsearch( 'cust_pay_pending', {
7767 'custnum' => $self->custnum,
7768 'status' => { op=>'!=', value=>'done' },
7773 =item num_cust_pay_pending
7775 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7776 customer (without status "done"). Also called automatically when the
7777 cust_pay_pending method is used in a scalar context.
7781 sub num_cust_pay_pending {
7783 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7784 " WHERE custnum = ? AND status != 'done' ";
7785 my $sth = dbh->prepare($sql) or die dbh->errstr;
7786 $sth->execute($self->custnum) or die $sth->errstr;
7787 $sth->fetchrow_arrayref->[0];
7792 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7798 map { $_ } #return $self->num_cust_refund unless wantarray;
7799 sort { $a->_date <=> $b->_date }
7800 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7803 =item display_custnum
7805 Returns the displayed customer number for this customer: agent_custid if
7806 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7810 sub display_custnum {
7812 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7813 return $self->agent_custid;
7815 return $self->custnum;
7821 Returns a name string for this customer, either "Company (Last, First)" or
7828 my $name = $self->contact;
7829 $name = $self->company. " ($name)" if $self->company;
7835 Returns a name string for this (service/shipping) contact, either
7836 "Company (Last, First)" or "Last, First".
7842 if ( $self->get('ship_last') ) {
7843 my $name = $self->ship_contact;
7844 $name = $self->ship_company. " ($name)" if $self->ship_company;
7853 Returns a name string for this customer, either "Company" or "First Last".
7859 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7862 =item ship_name_short
7864 Returns a name string for this (service/shipping) contact, either "Company"
7869 sub ship_name_short {
7871 if ( $self->get('ship_last') ) {
7872 $self->ship_company !~ /^\s*$/
7873 ? $self->ship_company
7874 : $self->ship_contact_firstlast;
7876 $self->name_company_or_firstlast;
7882 Returns this customer's full (billing) contact name only, "Last, First"
7888 $self->get('last'). ', '. $self->first;
7893 Returns this customer's full (shipping) contact name only, "Last, First"
7899 $self->get('ship_last')
7900 ? $self->get('ship_last'). ', '. $self->ship_first
7904 =item contact_firstlast
7906 Returns this customers full (billing) contact name only, "First Last".
7910 sub contact_firstlast {
7912 $self->first. ' '. $self->get('last');
7915 =item ship_contact_firstlast
7917 Returns this customer's full (shipping) contact name only, "First Last".
7921 sub ship_contact_firstlast {
7923 $self->get('ship_last')
7924 ? $self->first. ' '. $self->get('ship_last')
7925 : $self->contact_firstlast;
7930 Returns this customer's full country name
7936 code2country($self->country);
7939 =item geocode DATA_VENDOR
7941 Returns a value for the customer location as encoded by DATA_VENDOR.
7942 Currently this only makes sense for "CCH" as DATA_VENDOR.
7947 my ($self, $data_vendor) = (shift, shift); #always cch for now
7949 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7950 return $geocode if $geocode;
7952 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7956 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7957 if $self->country eq 'US';
7959 #CCH specific location stuff
7960 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7962 my @cust_tax_location =
7964 'table' => 'cust_tax_location',
7965 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7966 'extra_sql' => $extra_sql,
7967 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7970 $geocode = $cust_tax_location[0]->geocode
7971 if scalar(@cust_tax_location);
7980 Returns a status string for this customer, currently:
7984 =item prospect - No packages have ever been ordered
7986 =item active - One or more recurring packages is active
7988 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7990 =item suspended - All non-cancelled recurring packages are suspended
7992 =item cancelled - All recurring packages are cancelled
7998 sub status { shift->cust_status(@_); }
8002 for my $status (qw( prospect active inactive suspended cancelled )) {
8003 my $method = $status.'_sql';
8004 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
8005 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
8006 $sth->execute( ($self->custnum) x $numnum )
8007 or die "Error executing 'SELECT $sql': ". $sth->errstr;
8008 return $status if $sth->fetchrow_arrayref->[0];
8012 =item ucfirst_cust_status
8014 =item ucfirst_status
8016 Returns the status with the first character capitalized.
8020 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
8022 sub ucfirst_cust_status {
8024 ucfirst($self->cust_status);
8029 Returns a hex triplet color string for this customer's status.
8033 use vars qw(%statuscolor);
8034 tie %statuscolor, 'Tie::IxHash',
8035 'prospect' => '7e0079', #'000000', #black? naw, purple
8036 'active' => '00CC00', #green
8037 'inactive' => '0000CC', #blue
8038 'suspended' => 'FF9900', #yellow
8039 'cancelled' => 'FF0000', #red
8042 sub statuscolor { shift->cust_statuscolor(@_); }
8044 sub cust_statuscolor {
8046 $statuscolor{$self->cust_status};
8051 Returns an array of hashes representing the customer's RT tickets.
8058 my $num = $conf->config('cust_main-max_tickets') || 10;
8061 if ( $conf->config('ticket_system') ) {
8062 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8064 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8068 foreach my $priority (
8069 $conf->config('ticket_system-custom_priority_field-values'), ''
8071 last if scalar(@tickets) >= $num;
8073 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8074 $num - scalar(@tickets),
8084 # Return services representing svc_accts in customer support packages
8085 sub support_services {
8087 my %packages = map { $_ => 1 } $conf->config('support_packages');
8089 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8090 grep { $_->part_svc->svcdb eq 'svc_acct' }
8091 map { $_->cust_svc }
8092 grep { exists $packages{ $_->pkgpart } }
8093 $self->ncancelled_pkgs;
8097 # Return a list of latitude/longitude for one of the services (if any)
8098 sub service_coordinates {
8102 grep { $_->latitude && $_->longitude }
8104 map { $_->cust_svc }
8105 $self->ncancelled_pkgs;
8107 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8112 =head1 CLASS METHODS
8118 Class method that returns the list of possible status strings for customers
8119 (see L<the status method|/status>). For example:
8121 @statuses = FS::cust_main->statuses();
8126 #my $self = shift; #could be class...
8132 Returns an SQL expression identifying prospective cust_main records (customers
8133 with no packages ever ordered)
8137 use vars qw($select_count_pkgs);
8138 $select_count_pkgs =
8139 "SELECT COUNT(*) FROM cust_pkg
8140 WHERE cust_pkg.custnum = cust_main.custnum";
8142 sub select_count_pkgs_sql {
8146 sub prospect_sql { "
8147 0 = ( $select_count_pkgs )
8152 Returns an SQL expression identifying active cust_main records (customers with
8153 active recurring packages).
8158 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8164 Returns an SQL expression identifying inactive cust_main records (customers with
8165 no active recurring packages, but otherwise unsuspended/uncancelled).
8169 sub inactive_sql { "
8170 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8172 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8178 Returns an SQL expression identifying suspended cust_main records.
8183 sub suspended_sql { susp_sql(@_); }
8185 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8187 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8193 Returns an SQL expression identifying cancelled cust_main records.
8197 sub cancelled_sql { cancel_sql(@_); }
8200 my $recurring_sql = FS::cust_pkg->recurring_sql;
8201 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8204 0 < ( $select_count_pkgs )
8205 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8206 AND 0 = ( $select_count_pkgs AND $recurring_sql
8207 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8209 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8215 =item uncancelled_sql
8217 Returns an SQL expression identifying un-cancelled cust_main records.
8221 sub uncancelled_sql { uncancel_sql(@_); }
8222 sub uncancel_sql { "
8223 ( 0 < ( $select_count_pkgs
8224 AND ( cust_pkg.cancel IS NULL
8225 OR cust_pkg.cancel = 0
8228 OR 0 = ( $select_count_pkgs )
8234 Returns an SQL fragment to retreive the balance.
8239 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8240 WHERE cust_bill.custnum = cust_main.custnum )
8241 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8242 WHERE cust_pay.custnum = cust_main.custnum )
8243 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8244 WHERE cust_credit.custnum = cust_main.custnum )
8245 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8246 WHERE cust_refund.custnum = cust_main.custnum )
8249 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8251 Returns an SQL fragment to retreive the balance for this customer, only
8252 considering invoices with date earlier than START_TIME, and optionally not
8253 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8254 total_unapplied_payments).
8256 Times are specified as SQL fragments or numeric
8257 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8258 L<Date::Parse> for conversion functions. The empty string can be passed
8259 to disable that time constraint completely.
8261 Available options are:
8265 =item unapplied_date
8267 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)
8272 set to true to remove all customer comparison clauses, for totals
8277 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8282 JOIN clause (typically used with the total option)
8288 sub balance_date_sql {
8289 my( $class, $start, $end, %opt ) = @_;
8291 my $owed = FS::cust_bill->owed_sql;
8292 my $unapp_refund = FS::cust_refund->unapplied_sql;
8293 my $unapp_credit = FS::cust_credit->unapplied_sql;
8294 my $unapp_pay = FS::cust_pay->unapplied_sql;
8296 my $j = $opt{'join'} || '';
8298 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8299 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8300 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8301 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8303 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8304 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8305 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8306 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8311 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8313 Returns an SQL fragment to retreive the total unapplied payments for this
8314 customer, only considering invoices with date earlier than START_TIME, and
8315 optionally not later than END_TIME.
8317 Times are specified as SQL fragments or numeric
8318 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8319 L<Date::Parse> for conversion functions. The empty string can be passed
8320 to disable that time constraint completely.
8322 Available options are:
8326 sub unapplied_payments_date_sql {
8327 my( $class, $start, $end, ) = @_;
8329 my $unapp_pay = FS::cust_pay->unapplied_sql;
8331 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8332 'unapplied_date'=>1 );
8334 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8337 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8339 Helper method for balance_date_sql; name (and usage) subject to change
8340 (suggestions welcome).
8342 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8343 cust_refund, cust_credit or cust_pay).
8345 If TABLE is "cust_bill" or the unapplied_date option is true, only
8346 considers records with date earlier than START_TIME, and optionally not
8347 later than END_TIME .
8351 sub _money_table_where {
8352 my( $class, $table, $start, $end, %opt ) = @_;
8355 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8356 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8357 push @where, "$table._date <= $start" if defined($start) && length($start);
8358 push @where, "$table._date > $end" if defined($end) && length($end);
8360 push @where, @{$opt{'where'}} if $opt{'where'};
8361 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8367 =item search HASHREF
8371 Returns a qsearch hash expression to search for parameters specified in HREF.
8372 Valid parameters are
8380 =item cancelled_pkgs
8386 listref of start date, end date
8396 =item current_balance
8398 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8402 =item flattened_pkgs
8411 my ($class, $params) = @_;
8422 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8424 "cust_main.agentnum = $1";
8431 #prospect active inactive suspended cancelled
8432 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8433 my $method = $params->{'status'}. '_sql';
8434 #push @where, $class->$method();
8435 push @where, FS::cust_main->$method();
8439 # parse cancelled package checkbox
8444 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8445 unless $params->{'cancelled_pkgs'};
8448 # parse without census tract checkbox
8451 push @where, "(censustract = '' or censustract is null)"
8452 if $params->{'no_censustract'};
8458 foreach my $field (qw( signupdate )) {
8460 next unless exists($params->{$field});
8462 my($beginning, $ending) = @{$params->{$field}};
8465 "cust_main.$field IS NOT NULL",
8466 "cust_main.$field >= $beginning",
8467 "cust_main.$field <= $ending";
8469 $orderby ||= "ORDER BY cust_main.$field";
8477 if ( $params->{'classnum'} ) {
8479 my @classnum = ref( $params->{'classnum'} )
8480 ? @{ $params->{'classnum'} }
8481 : ( $params->{'classnum'} );
8483 @classnum = grep /^(\d*)$/, @classnum;
8486 push @where, '( '. join(' OR ', map {
8487 $_ ? "cust_main.classnum = $_"
8488 : "cust_main.classnum IS NULL"
8501 if ( $params->{'payby'} ) {
8503 my @payby = ref( $params->{'payby'} )
8504 ? @{ $params->{'payby'} }
8505 : ( $params->{'payby'} );
8507 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8509 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8515 # paydate_year / paydate_month
8518 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8520 $params->{'paydate_month'} =~ /^(\d\d?)$/
8521 or die "paydate_year without paydate_month?";
8525 'paydate IS NOT NULL',
8527 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8535 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8537 if ( $1 eq 'NULL' ) {
8539 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8542 "cust_main.invoice_terms IS NOT NULL",
8543 "cust_main.invoice_terms = '$1'";
8551 if ( $params->{'current_balance'} ) {
8553 #my $balance_sql = $class->balance_sql();
8554 my $balance_sql = FS::cust_main->balance_sql();
8556 my @current_balance =
8557 ref( $params->{'current_balance'} )
8558 ? @{ $params->{'current_balance'} }
8559 : ( $params->{'current_balance'} );
8561 push @where, map { s/current_balance/$balance_sql/; $_ }
8570 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8572 "cust_main.custbatch = '$1'";
8576 # setup queries, subs, etc. for the search
8579 $orderby ||= 'ORDER BY custnum';
8581 # here is the agent virtualization
8582 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8584 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8586 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8588 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8590 my $select = join(', ',
8591 'cust_main.custnum',
8592 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8595 my(@extra_headers) = ();
8596 my(@extra_fields) = ();
8598 if ($params->{'flattened_pkgs'}) {
8600 if ($dbh->{Driver}->{Name} eq 'Pg') {
8602 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8604 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8605 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8606 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8608 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8609 "omitting packing information from report.";
8612 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";
8614 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8615 $sth->execute() or die $sth->errstr;
8616 my $headerrow = $sth->fetchrow_arrayref;
8617 my $headercount = $headerrow ? $headerrow->[0] : 0;
8618 while($headercount) {
8619 unshift @extra_headers, "Package ". $headercount;
8620 unshift @extra_fields, eval q!sub {my $c = shift;
8621 my @a = split '\|', $c->magic;
8622 my $p = $a[!.--$headercount. q!];
8630 'table' => 'cust_main',
8631 'select' => $select,
8633 'extra_sql' => $extra_sql,
8634 'order_by' => $orderby,
8635 'count_query' => $count_query,
8636 'extra_headers' => \@extra_headers,
8637 'extra_fields' => \@extra_fields,
8642 =item email_search_result HASHREF
8646 Emails a notice to the specified customers.
8648 Valid parameters are those of the L<search> method, plus the following:
8670 Optional job queue job for status updates.
8674 Returns an error message, or false for success.
8676 If an error occurs during any email, stops the enture send and returns that
8677 error. Presumably if you're getting SMTP errors aborting is better than
8678 retrying everything.
8682 sub email_search_result {
8683 my($class, $params) = @_;
8685 my $from = delete $params->{from};
8686 my $subject = delete $params->{subject};
8687 my $html_body = delete $params->{html_body};
8688 my $text_body = delete $params->{text_body};
8690 my $job = delete $params->{'job'};
8692 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8693 unless ref($params->{'payby'});
8695 my $sql_query = $class->search($params);
8697 my $count_query = delete($sql_query->{'count_query'});
8698 my $count_sth = dbh->prepare($count_query)
8699 or die "Error preparing $count_query: ". dbh->errstr;
8701 or die "Error executing $count_query: ". $count_sth->errstr;
8702 my $count_arrayref = $count_sth->fetchrow_arrayref;
8703 my $num_cust = $count_arrayref->[0];
8705 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8706 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8709 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8711 #eventually order+limit magic to reduce memory use?
8712 foreach my $cust_main ( qsearch($sql_query) ) {
8714 my $to = $cust_main->invoicing_list_emailonly_scalar;
8717 my $error = send_email(
8721 'subject' => $subject,
8722 'html_body' => $html_body,
8723 'text_body' => $text_body,
8726 return $error if $error;
8728 if ( $job ) { #progressbar foo
8730 if ( time - $min_sec > $last ) {
8731 my $error = $job->update_statustext(
8732 int( 100 * $num / $num_cust )
8734 die $error if $error;
8744 use Storable qw(thaw);
8747 sub process_email_search_result {
8749 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8751 my $param = thaw(decode_base64(shift));
8752 warn Dumper($param) if $DEBUG;
8754 $param->{'job'} = $job;
8756 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8757 unless ref($param->{'payby'});
8759 my $error = FS::cust_main->email_search_result( $param );
8760 die $error if $error;
8764 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8766 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8767 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8768 specified (the appropriate ship_ field is also searched).
8770 Additional options are the same as FS::Record::qsearch
8775 my( $self, $fuzzy, $hash, @opt) = @_;
8780 check_and_rebuild_fuzzyfiles();
8781 foreach my $field ( keys %$fuzzy ) {
8783 my $all = $self->all_X($field);
8784 next unless scalar(@$all);
8787 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8790 foreach ( keys %match ) {
8791 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8792 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8795 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8798 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8800 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8808 Returns a masked version of the named field
8813 my ($self,$field) = @_;
8817 'x'x(length($self->getfield($field))-4).
8818 substr($self->getfield($field), (length($self->getfield($field))-4));
8828 =item smart_search OPTION => VALUE ...
8830 Accepts the following options: I<search>, the string to search for. The string
8831 will be searched for as a customer number, phone number, name or company name,
8832 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8833 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8834 skip fuzzy matching when an exact match is found.
8836 Any additional options are treated as an additional qualifier on the search
8839 Returns a (possibly empty) array of FS::cust_main objects.
8846 #here is the agent virtualization
8847 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8851 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8852 my $search = delete $options{'search'};
8853 ( my $alphanum_search = $search ) =~ s/\W//g;
8855 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8857 #false laziness w/Record::ut_phone
8858 my $phonen = "$1-$2-$3";
8859 $phonen .= " x$4" if $4;
8861 push @cust_main, qsearch( {
8862 'table' => 'cust_main',
8863 'hashref' => { %options },
8864 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8866 join(' OR ', map "$_ = '$phonen'",
8867 qw( daytime night fax
8868 ship_daytime ship_night ship_fax )
8871 " AND $agentnums_sql", #agent virtualization
8874 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8875 #try looking for matches with extensions unless one was specified
8877 push @cust_main, qsearch( {
8878 'table' => 'cust_main',
8879 'hashref' => { %options },
8880 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8882 join(' OR ', map "$_ LIKE '$phonen\%'",
8884 ship_daytime ship_night )
8887 " AND $agentnums_sql", #agent virtualization
8892 # custnum search (also try agent_custid), with some tweaking options if your
8893 # legacy cust "numbers" have letters
8896 if ( $search =~ /^\s*(\d+)\s*$/
8897 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8898 && $search =~ /^\s*(\w\w?\d+)\s*$/
8900 || ( $conf->exists('address1-search' )
8901 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8908 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8909 push @cust_main, qsearch( {
8910 'table' => 'cust_main',
8911 'hashref' => { 'custnum' => $num, %options },
8912 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8916 push @cust_main, qsearch( {
8917 'table' => 'cust_main',
8918 'hashref' => { 'agent_custid' => $num, %options },
8919 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8922 if ( $conf->exists('address1-search') ) {
8923 my $len = length($num);
8925 foreach my $prefix ( '', 'ship_' ) {
8926 push @cust_main, qsearch( {
8927 'table' => 'cust_main',
8928 'hashref' => { %options, },
8930 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8931 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8932 " AND $agentnums_sql",
8937 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8939 my($company, $last, $first) = ( $1, $2, $3 );
8941 # "Company (Last, First)"
8942 #this is probably something a browser remembered,
8943 #so just do an exact search (but case-insensitive, so USPS standardization
8944 #doesn't throw a wrench in the works)
8946 foreach my $prefix ( '', 'ship_' ) {
8947 push @cust_main, qsearch( {
8948 'table' => 'cust_main',
8949 'hashref' => { %options },
8951 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8953 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8954 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8955 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8961 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8962 # try (ship_){last,company}
8966 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8967 # # full strings the browser remembers won't work
8968 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8970 use Lingua::EN::NameParse;
8971 my $NameParse = new Lingua::EN::NameParse(
8973 allow_reversed => 1,
8976 my($last, $first) = ( '', '' );
8977 #maybe disable this too and just rely on NameParse?
8978 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8980 ($last, $first) = ( $1, $2 );
8982 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8983 } elsif ( ! $NameParse->parse($value) ) {
8985 my %name = $NameParse->components;
8986 $first = $name{'given_name_1'};
8987 $last = $name{'surname_1'};
8991 if ( $first && $last ) {
8993 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8996 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8998 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8999 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
9002 push @cust_main, qsearch( {
9003 'table' => 'cust_main',
9004 'hashref' => \%options,
9005 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9008 # or it just be something that was typed in... (try that in a sec)
9012 my $q_value = dbh->quote($value);
9015 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9016 $sql .= " ( LOWER(last) = $q_value
9017 OR LOWER(company) = $q_value
9018 OR LOWER(ship_last) = $q_value
9019 OR LOWER(ship_company) = $q_value
9021 $sql .= " OR LOWER(address1) = $q_value
9022 OR LOWER(ship_address1) = $q_value
9024 if $conf->exists('address1-search');
9027 push @cust_main, qsearch( {
9028 'table' => 'cust_main',
9029 'hashref' => \%options,
9030 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9033 #no exact match, trying substring/fuzzy
9034 #always do substring & fuzzy (unless they're explicity config'ed off)
9035 #getting complaints searches are not returning enough
9036 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
9038 #still some false laziness w/search (was search/cust_main.cgi)
9043 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
9044 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9047 if ( $first && $last ) {
9050 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9051 'last' => { op=>'ILIKE', value=>"%$last%" },
9053 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9054 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9061 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9062 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9066 if ( $conf->exists('address1-search') ) {
9068 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9069 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9073 foreach my $hashref ( @hashrefs ) {
9075 push @cust_main, qsearch( {
9076 'table' => 'cust_main',
9077 'hashref' => { %$hashref,
9080 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9089 " AND $agentnums_sql", #extra_sql #agent virtualization
9092 if ( $first && $last ) {
9093 push @cust_main, FS::cust_main->fuzzy_search(
9094 { 'last' => $last, #fuzzy hashref
9095 'first' => $first }, #
9099 foreach my $field ( 'last', 'company' ) {
9101 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9103 if ( $conf->exists('address1-search') ) {
9105 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9112 #eliminate duplicates
9114 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9122 Accepts the following options: I<email>, the email address to search for. The
9123 email address will be searched for as an email invoice destination and as an
9126 #Any additional options are treated as an additional qualifier on the search
9127 #(i.e. I<agentnum>).
9129 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9139 my $email = delete $options{'email'};
9141 #we're only being used by RT at the moment... no agent virtualization yet
9142 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9146 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9148 my ( $user, $domain ) = ( $1, $2 );
9150 warn "$me smart_search: searching for $user in domain $domain"
9156 'table' => 'cust_main_invoice',
9157 'hashref' => { 'dest' => $email },
9164 map $_->cust_svc->cust_pkg,
9166 'table' => 'svc_acct',
9167 'hashref' => { 'username' => $user, },
9169 'AND ( SELECT domain FROM svc_domain
9170 WHERE svc_acct.domsvc = svc_domain.svcnum
9171 ) = '. dbh->quote($domain),
9177 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9179 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9186 =item check_and_rebuild_fuzzyfiles
9190 sub check_and_rebuild_fuzzyfiles {
9191 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9192 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9195 =item rebuild_fuzzyfiles
9199 sub rebuild_fuzzyfiles {
9201 use Fcntl qw(:flock);
9203 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9204 mkdir $dir, 0700 unless -d $dir;
9206 foreach my $fuzzy ( @fuzzyfields ) {
9208 open(LOCK,">>$dir/cust_main.$fuzzy")
9209 or die "can't open $dir/cust_main.$fuzzy: $!";
9211 or die "can't lock $dir/cust_main.$fuzzy: $!";
9213 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9214 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9216 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9217 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9218 " WHERE $field != '' AND $field IS NOT NULL");
9219 $sth->execute or die $sth->errstr;
9221 while ( my $row = $sth->fetchrow_arrayref ) {
9222 print CACHE $row->[0]. "\n";
9227 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9229 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9240 my( $self, $field ) = @_;
9241 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9242 open(CACHE,"<$dir/cust_main.$field")
9243 or die "can't open $dir/cust_main.$field: $!";
9244 my @array = map { chomp; $_; } <CACHE>;
9249 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9253 sub append_fuzzyfiles {
9254 #my( $first, $last, $company ) = @_;
9256 &check_and_rebuild_fuzzyfiles;
9258 use Fcntl qw(:flock);
9260 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9262 foreach my $field (@fuzzyfields) {
9267 open(CACHE,">>$dir/cust_main.$field")
9268 or die "can't open $dir/cust_main.$field: $!";
9269 flock(CACHE,LOCK_EX)
9270 or die "can't lock $dir/cust_main.$field: $!";
9272 print CACHE "$value\n";
9274 flock(CACHE,LOCK_UN)
9275 or die "can't unlock $dir/cust_main.$field: $!";
9290 #warn join('-',keys %$param);
9291 my $fh = $param->{filehandle};
9292 my @fields = @{$param->{fields}};
9294 eval "use Text::CSV_XS;";
9297 my $csv = new Text::CSV_XS;
9304 local $SIG{HUP} = 'IGNORE';
9305 local $SIG{INT} = 'IGNORE';
9306 local $SIG{QUIT} = 'IGNORE';
9307 local $SIG{TERM} = 'IGNORE';
9308 local $SIG{TSTP} = 'IGNORE';
9309 local $SIG{PIPE} = 'IGNORE';
9311 my $oldAutoCommit = $FS::UID::AutoCommit;
9312 local $FS::UID::AutoCommit = 0;
9315 #while ( $columns = $csv->getline($fh) ) {
9317 while ( defined($line=<$fh>) ) {
9319 $csv->parse($line) or do {
9320 $dbh->rollback if $oldAutoCommit;
9321 return "can't parse: ". $csv->error_input();
9324 my @columns = $csv->fields();
9325 #warn join('-',@columns);
9328 foreach my $field ( @fields ) {
9329 $row{$field} = shift @columns;
9332 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9333 unless ( $cust_main ) {
9334 $dbh->rollback if $oldAutoCommit;
9335 return "unknown custnum $row{'custnum'}";
9338 if ( $row{'amount'} > 0 ) {
9339 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9341 $dbh->rollback if $oldAutoCommit;
9345 } elsif ( $row{'amount'} < 0 ) {
9346 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9349 $dbh->rollback if $oldAutoCommit;
9359 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9361 return "Empty file!" unless $imported;
9367 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9369 Sends a templated email notification to the customer (see L<Text::Template>).
9371 OPTIONS is a hash and may include
9373 I<from> - the email sender (default is invoice_from)
9375 I<to> - comma-separated scalar or arrayref of recipients
9376 (default is invoicing_list)
9378 I<subject> - The subject line of the sent email notification
9379 (default is "Notice from company_name")
9381 I<extra_fields> - a hashref of name/value pairs which will be substituted
9384 The following variables are vavailable in the template.
9386 I<$first> - the customer first name
9387 I<$last> - the customer last name
9388 I<$company> - the customer company
9389 I<$payby> - a description of the method of payment for the customer
9390 # would be nice to use FS::payby::shortname
9391 I<$payinfo> - the account information used to collect for this customer
9392 I<$expdate> - the expiration of the customer payment in seconds from epoch
9397 my ($self, $template, %options) = @_;
9399 return unless $conf->exists($template);
9401 my $from = $conf->config('invoice_from', $self->agentnum)
9402 if $conf->exists('invoice_from', $self->agentnum);
9403 $from = $options{from} if exists($options{from});
9405 my $to = join(',', $self->invoicing_list_emailonly);
9406 $to = $options{to} if exists($options{to});
9408 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9409 if $conf->exists('company_name', $self->agentnum);
9410 $subject = $options{subject} if exists($options{subject});
9412 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9413 SOURCE => [ map "$_\n",
9414 $conf->config($template)]
9416 or die "can't create new Text::Template object: Text::Template::ERROR";
9417 $notify_template->compile()
9418 or die "can't compile template: Text::Template::ERROR";
9420 $FS::notify_template::_template::company_name =
9421 $conf->config('company_name', $self->agentnum);
9422 $FS::notify_template::_template::company_address =
9423 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9425 my $paydate = $self->paydate || '2037-12-31';
9426 $FS::notify_template::_template::first = $self->first;
9427 $FS::notify_template::_template::last = $self->last;
9428 $FS::notify_template::_template::company = $self->company;
9429 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9430 my $payby = $self->payby;
9431 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9432 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9434 #credit cards expire at the end of the month/year of their exp date
9435 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9436 $FS::notify_template::_template::payby = 'credit card';
9437 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9438 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9440 }elsif ($payby eq 'COMP') {
9441 $FS::notify_template::_template::payby = 'complimentary account';
9443 $FS::notify_template::_template::payby = 'current method';
9445 $FS::notify_template::_template::expdate = $expire_time;
9447 for (keys %{$options{extra_fields}}){
9449 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9452 send_email(from => $from,
9454 subject => $subject,
9455 body => $notify_template->fill_in( PACKAGE =>
9456 'FS::notify_template::_template' ),
9461 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9463 Generates a templated notification to the customer (see L<Text::Template>).
9465 OPTIONS is a hash and may include
9467 I<extra_fields> - a hashref of name/value pairs which will be substituted
9468 into the template. These values may override values mentioned below
9469 and those from the customer record.
9471 The following variables are available in the template instead of or in addition
9472 to the fields of the customer record.
9474 I<$payby> - a description of the method of payment for the customer
9475 # would be nice to use FS::payby::shortname
9476 I<$payinfo> - the masked account information used to collect for this customer
9477 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9478 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9482 sub generate_letter {
9483 my ($self, $template, %options) = @_;
9485 return unless $conf->exists($template);
9487 my $letter_template = new Text::Template
9489 SOURCE => [ map "$_\n", $conf->config($template)],
9490 DELIMITERS => [ '[@--', '--@]' ],
9492 or die "can't create new Text::Template object: Text::Template::ERROR";
9494 $letter_template->compile()
9495 or die "can't compile template: Text::Template::ERROR";
9497 my %letter_data = map { $_ => $self->$_ } $self->fields;
9498 $letter_data{payinfo} = $self->mask_payinfo;
9500 #my $paydate = $self->paydate || '2037-12-31';
9501 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9503 my $payby = $self->payby;
9504 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9505 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9507 #credit cards expire at the end of the month/year of their exp date
9508 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9509 $letter_data{payby} = 'credit card';
9510 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9511 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9513 }elsif ($payby eq 'COMP') {
9514 $letter_data{payby} = 'complimentary account';
9516 $letter_data{payby} = 'current method';
9518 $letter_data{expdate} = $expire_time;
9520 for (keys %{$options{extra_fields}}){
9521 $letter_data{$_} = $options{extra_fields}->{$_};
9524 unless(exists($letter_data{returnaddress})){
9525 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9526 $self->agent_template)
9528 if ( length($retadd) ) {
9529 $letter_data{returnaddress} = $retadd;
9530 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9531 $letter_data{returnaddress} =
9532 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9533 $conf->config('company_address', $self->agentnum)
9536 $letter_data{returnaddress} = '~';
9540 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9542 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9544 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9545 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9549 ) or die "can't open temp file: $!\n";
9551 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9553 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9557 =item print_ps TEMPLATE
9559 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9565 my $file = $self->generate_letter(@_);
9566 FS::Misc::generate_ps($file);
9569 =item print TEMPLATE
9571 Prints the filled in template.
9573 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9577 sub queueable_print {
9580 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9581 or die "invalid customer number: " . $opt{custvnum};
9583 my $error = $self->print( $opt{template} );
9584 die $error if $error;
9588 my ($self, $template) = (shift, shift);
9589 do_print [ $self->print_ps($template) ];
9592 #these three subs should just go away once agent stuff is all config overrides
9594 sub agent_template {
9596 $self->_agent_plandata('agent_templatename');
9599 sub agent_invoice_from {
9601 $self->_agent_plandata('agent_invoice_from');
9604 sub _agent_plandata {
9605 my( $self, $option ) = @_;
9607 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9608 #agent-specific Conf
9610 use FS::part_event::Condition;
9612 my $agentnum = $self->agentnum;
9615 if ( driver_name =~ /^Pg/i ) {
9617 } elsif ( driver_name =~ /^mysql/i ) {
9620 die "don't know how to use regular expressions in ". driver_name. " databases";
9623 my $part_event_option =
9625 'select' => 'part_event_option.*',
9626 'table' => 'part_event_option',
9628 LEFT JOIN part_event USING ( eventpart )
9629 LEFT JOIN part_event_option AS peo_agentnum
9630 ON ( part_event.eventpart = peo_agentnum.eventpart
9631 AND peo_agentnum.optionname = 'agentnum'
9632 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9634 LEFT JOIN part_event_condition
9635 ON ( part_event.eventpart = part_event_condition.eventpart
9636 AND part_event_condition.conditionname = 'cust_bill_age'
9638 LEFT JOIN part_event_condition_option
9639 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9640 AND part_event_condition_option.optionname = 'age'
9643 #'hashref' => { 'optionname' => $option },
9644 #'hashref' => { 'part_event_option.optionname' => $option },
9646 " WHERE part_event_option.optionname = ". dbh->quote($option).
9647 " AND action = 'cust_bill_send_agent' ".
9648 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9649 " AND peo_agentnum.optionname = 'agentnum' ".
9650 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9652 CASE WHEN part_event_condition_option.optionname IS NULL
9654 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9656 , part_event.weight".
9660 unless ( $part_event_option ) {
9661 return $self->agent->invoice_template || ''
9662 if $option eq 'agent_templatename';
9666 $part_event_option->optionvalue;
9671 ## actual sub, not a method, designed to be called from the queue.
9672 ## sets up the customer, and calls the bill_and_collect
9673 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9674 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9675 $cust_main->bill_and_collect(
9680 sub _upgrade_data { #class method
9681 my ($class, %opts) = @_;
9683 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9684 my $sth = dbh->prepare($sql) or die dbh->errstr;
9685 $sth->execute or die $sth->errstr;
9695 The delete method should possibly take an FS::cust_main object reference
9696 instead of a scalar customer number.
9698 Bill and collect options should probably be passed as references instead of a
9701 There should probably be a configuration file with a list of allowed credit
9704 No multiple currency support (probably a larger project than just this module).
9706 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9708 Birthdates rely on negative epoch values.
9710 The payby for card/check batches is broken. With mixed batching, bad
9713 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9717 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9718 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9719 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.