5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
21 use Digest::MD5 qw(md5_base64);
24 use File::Temp qw( tempfile );
25 use String::Approx qw(amatch);
26 use Business::CreditCard 0.28;
28 use FS::UID qw( getotaker dbh driver_name );
29 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
30 use FS::Misc qw( generate_email send_email generate_ps do_print );
31 use FS::Msgcat qw(gettext);
36 use FS::cust_bill_pkg;
37 use FS::cust_bill_pkg_display;
38 use FS::cust_bill_pkg_tax_location;
39 use FS::cust_bill_pkg_tax_rate_location;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
43 use FS::cust_pay_batch;
46 use FS::part_referral;
47 use FS::cust_main_county;
48 use FS::cust_location;
50 use FS::cust_main_exemption;
51 use FS::cust_tax_adjustment;
53 use FS::tax_rate_location;
54 use FS::cust_tax_location;
55 use FS::part_pkg_taxrate;
57 use FS::cust_main_invoice;
58 use FS::cust_credit_bill;
59 use FS::cust_bill_pay;
60 use FS::prepay_credit;
64 use FS::part_event_condition;
67 use FS::payment_gateway;
68 use FS::agent_payment_gateway;
72 @EXPORT_OK = qw( smart_search );
74 $realtime_bop_decline_quiet = 0;
76 # 1 is mostly method/subroutine entry and options
77 # 2 traces progress of some operations
78 # 3 is even more information including possibly sensitive data
80 $me = '[FS::cust_main]';
83 $ignore_expired_card = 0;
86 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
88 @encrypted_fields = ('payinfo', 'paycvv');
89 sub nohistory_fields { ('payinfo', 'paycvv'); }
91 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
93 #ask FS::UID to run this stuff for us later
94 #$FS::UID::callback{'FS::cust_main'} = sub {
95 install_callback FS::UID sub {
97 #yes, need it for stuff below (prolly should be cached)
102 my ( $hashref, $cache ) = @_;
103 if ( exists $hashref->{'pkgnum'} ) {
104 #@{ $self->{'_pkgnum'} } = ();
105 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
106 $self->{'_pkgnum'} = $subcache;
107 #push @{ $self->{'_pkgnum'} },
108 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
114 FS::cust_main - Object methods for cust_main records
120 $record = new FS::cust_main \%hash;
121 $record = new FS::cust_main { 'column' => 'value' };
123 $error = $record->insert;
125 $error = $new_record->replace($old_record);
127 $error = $record->delete;
129 $error = $record->check;
131 @cust_pkg = $record->all_pkgs;
133 @cust_pkg = $record->ncancelled_pkgs;
135 @cust_pkg = $record->suspended_pkgs;
137 $error = $record->bill;
138 $error = $record->bill %options;
139 $error = $record->bill 'time' => $time;
141 $error = $record->collect;
142 $error = $record->collect %options;
143 $error = $record->collect 'invoice_time' => $time,
148 An FS::cust_main object represents a customer. FS::cust_main inherits from
149 FS::Record. The following fields are currently supported:
155 Primary key (assigned automatically for new customers)
159 Agent (see L<FS::agent>)
163 Advertising source (see L<FS::part_referral>)
175 Cocial security number (optional)
191 (optional, see L<FS::cust_main_county>)
195 (see L<FS::cust_main_county>)
201 (see L<FS::cust_main_county>)
237 (optional, see L<FS::cust_main_county>)
241 (see L<FS::cust_main_county>)
247 (see L<FS::cust_main_county>)
263 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
267 Payment Information (See L<FS::payinfo_Mixin> for data format)
271 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
275 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
279 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
283 Start date month (maestro/solo cards only)
287 Start date year (maestro/solo cards only)
291 Issue number (maestro/solo cards only)
295 Name on card or billing name
299 IP address from which payment information was received
303 Tax exempt, empty or `Y'
307 Order taker (see L<FS::access_user>)
313 =item referral_custnum
315 Referring customer number
319 Enable individual CDR spooling, empty or `Y'
323 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
327 Discourage individual CDR printing, empty or `Y'
337 Creates a new customer. To add the customer to the database, see L<"insert">.
339 Note that this stores the hash reference, not a distinct copy of the hash it
340 points to. You can ask the object for a copy with the I<hash> method.
344 sub table { 'cust_main'; }
346 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
348 Adds this customer to the database. If there is an error, returns the error,
349 otherwise returns false.
351 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
352 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
353 are inserted atomicly, or the transaction is rolled back. Passing an empty
354 hash reference is equivalent to not supplying this parameter. There should be
355 a better explanation of this, but until then, here's an example:
358 tie %hash, 'Tie::RefHash'; #this part is important
360 $cust_pkg => [ $svc_acct ],
363 $cust_main->insert( \%hash );
365 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
366 be set as the invoicing list (see L<"invoicing_list">). Errors return as
367 expected and rollback the entire transaction; it is not necessary to call
368 check_invoicing_list first. The invoicing_list is set after the records in the
369 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
370 invoicing_list destination to the newly-created svc_acct. Here's an example:
372 $cust_main->insert( {}, [ $email, 'POST' ] );
374 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
376 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
377 on the supplied jobnum (they will not run until the specific job completes).
378 This can be used to defer provisioning until some action completes (such
379 as running the customer's credit card successfully).
381 The I<noexport> option is deprecated. If I<noexport> is set true, no
382 provisioning jobs (exports) are scheduled. (You can schedule them later with
383 the B<reexport> method.)
385 The I<tax_exemption> option can be set to an arrayref of tax names.
386 FS::cust_main_exemption records will be created and inserted.
392 my $cust_pkgs = @_ ? shift : {};
393 my $invoicing_list = @_ ? shift : '';
395 warn "$me insert called with options ".
396 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
399 local $SIG{HUP} = 'IGNORE';
400 local $SIG{INT} = 'IGNORE';
401 local $SIG{QUIT} = 'IGNORE';
402 local $SIG{TERM} = 'IGNORE';
403 local $SIG{TSTP} = 'IGNORE';
404 local $SIG{PIPE} = 'IGNORE';
406 my $oldAutoCommit = $FS::UID::AutoCommit;
407 local $FS::UID::AutoCommit = 0;
410 my $prepay_identifier = '';
411 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
413 if ( $self->payby eq 'PREPAY' ) {
415 $self->payby('BILL');
416 $prepay_identifier = $self->payinfo;
419 warn " looking up prepaid card $prepay_identifier\n"
422 my $error = $self->get_prepay( $prepay_identifier,
423 'amount_ref' => \$amount,
424 'seconds_ref' => \$seconds,
425 'upbytes_ref' => \$upbytes,
426 'downbytes_ref' => \$downbytes,
427 'totalbytes_ref' => \$totalbytes,
430 $dbh->rollback if $oldAutoCommit;
431 #return "error applying prepaid card (transaction rolled back): $error";
435 $payby = 'PREP' if $amount;
437 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
440 $self->payby('BILL');
441 $amount = $self->paid;
445 warn " inserting $self\n"
448 $self->signupdate(time) unless $self->signupdate;
450 $self->auto_agent_custid()
451 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
453 my $error = $self->SUPER::insert;
455 $dbh->rollback if $oldAutoCommit;
456 #return "inserting cust_main record (transaction rolled back): $error";
460 warn " setting invoicing list\n"
463 if ( $invoicing_list ) {
464 $error = $self->check_invoicing_list( $invoicing_list );
466 $dbh->rollback if $oldAutoCommit;
467 #return "checking invoicing_list (transaction rolled back): $error";
470 $self->invoicing_list( $invoicing_list );
473 warn " setting cust_main_exemption\n"
476 my $tax_exemption = delete $options{'tax_exemption'};
477 if ( $tax_exemption ) {
478 foreach my $taxname ( @$tax_exemption ) {
479 my $cust_main_exemption = new FS::cust_main_exemption {
480 'custnum' => $self->custnum,
481 'taxname' => $taxname,
483 my $error = $cust_main_exemption->insert;
485 $dbh->rollback if $oldAutoCommit;
486 return "inserting cust_main_exemption (transaction rolled back): $error";
491 if ( $conf->config('cust_main-skeleton_tables')
492 && $conf->config('cust_main-skeleton_custnum') ) {
494 warn " inserting skeleton records\n"
497 my $error = $self->start_copy_skel;
499 $dbh->rollback if $oldAutoCommit;
505 warn " ordering packages\n"
508 $error = $self->order_pkgs( $cust_pkgs,
510 'seconds_ref' => \$seconds,
511 'upbytes_ref' => \$upbytes,
512 'downbytes_ref' => \$downbytes,
513 'totalbytes_ref' => \$totalbytes,
516 $dbh->rollback if $oldAutoCommit;
521 $dbh->rollback if $oldAutoCommit;
522 return "No svc_acct record to apply pre-paid time";
524 if ( $upbytes || $downbytes || $totalbytes ) {
525 $dbh->rollback if $oldAutoCommit;
526 return "No svc_acct record to apply pre-paid data";
530 warn " inserting initial $payby payment of $amount\n"
532 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
534 $dbh->rollback if $oldAutoCommit;
535 return "inserting payment (transaction rolled back): $error";
539 unless ( $import || $skip_fuzzyfiles ) {
540 warn " queueing fuzzyfiles update\n"
542 $error = $self->queue_fuzzyfiles_update;
544 $dbh->rollback if $oldAutoCommit;
545 return "updating fuzzy search cache: $error";
549 warn " insert complete; committing transaction\n"
552 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
557 use File::CounterFile;
558 sub auto_agent_custid {
561 my $format = $conf->config('cust_main-auto_agent_custid');
563 if ( $format eq '1YMMXXXXXXXX' ) {
565 my $counter = new File::CounterFile 'cust_main.agent_custid';
568 my $ym = 100000000000 + time2str('%y%m00000000', time);
569 if ( $ym > $counter->value ) {
570 $counter->{'value'} = $agent_custid = $ym;
571 $counter->{'updated'} = 1;
573 $agent_custid = $counter->inc;
579 die "Unknown cust_main-auto_agent_custid format: $format";
582 $self->agent_custid($agent_custid);
586 sub start_copy_skel {
589 #'mg_user_preference' => {},
590 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
591 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
592 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
593 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
594 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
597 _copy_skel( 'cust_main', #tablename
598 $conf->config('cust_main-skeleton_custnum'), #sourceid
599 $self->custnum, #destid
600 @tables, #child tables
604 #recursive subroutine, not a method
606 my( $table, $sourceid, $destid, %child_tables ) = @_;
609 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
610 ( $table, $primary_key ) = ( $1, $2 );
612 my $dbdef_table = dbdef->table($table);
613 $primary_key = $dbdef_table->primary_key
614 or return "$table has no primary key".
615 " (or do you need to run dbdef-create?)";
618 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
619 join (', ', keys %child_tables). "\n"
622 foreach my $child_table_def ( keys %child_tables ) {
626 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
627 ( $child_table, $child_pkey ) = ( $1, $2 );
629 $child_table = $child_table_def;
631 $child_pkey = dbdef->table($child_table)->primary_key;
632 # or return "$table has no primary key".
633 # " (or do you need to run dbdef-create?)\n";
637 if ( keys %{ $child_tables{$child_table_def} } ) {
639 return "$child_table has no primary key".
640 " (run dbdef-create or try specifying it?)\n"
643 #false laziness w/Record::insert and only works on Pg
644 #refactor the proper last-inserted-id stuff out of Record::insert if this
645 # ever gets use for anything besides a quick kludge for one customer
646 my $default = dbdef->table($child_table)->column($child_pkey)->default;
647 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
648 or return "can't parse $child_table.$child_pkey default value ".
649 " for sequence name: $default";
654 my @sel_columns = grep { $_ ne $primary_key }
655 dbdef->table($child_table)->columns;
656 my $sel_columns = join(', ', @sel_columns );
658 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
659 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
660 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
662 my $sel_st = "SELECT $sel_columns FROM $child_table".
663 " WHERE $primary_key = $sourceid";
666 my $sel_sth = dbh->prepare( $sel_st )
667 or return dbh->errstr;
669 $sel_sth->execute or return $sel_sth->errstr;
671 while ( my $row = $sel_sth->fetchrow_hashref ) {
673 warn " selected row: ".
674 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
678 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
679 my $ins_sth =dbh->prepare($statement)
680 or return dbh->errstr;
681 my @param = ( $destid, map $row->{$_}, @ins_columns );
682 warn " $statement: [ ". join(', ', @param). " ]\n"
684 $ins_sth->execute( @param )
685 or return $ins_sth->errstr;
687 #next unless keys %{ $child_tables{$child_table} };
688 next unless $sequence;
690 #another section of that laziness
691 my $seq_sql = "SELECT currval('$sequence')";
692 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
693 $seq_sth->execute or return $seq_sth->errstr;
694 my $insertid = $seq_sth->fetchrow_arrayref->[0];
696 # don't drink soap! recurse! recurse! okay!
698 _copy_skel( $child_table_def,
699 $row->{$child_pkey}, #sourceid
701 %{ $child_tables{$child_table_def} },
703 return $error if $error;
713 =item order_pkg HASHREF | OPTION => VALUE ...
715 Orders a single package.
717 Options may be passed as a list of key/value pairs or as a hash reference.
728 Optional FS::cust_location object
732 Optional arryaref of FS::svc_* service objects.
736 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
737 jobs will have a dependancy on the supplied job (they will not run until the
738 specific job completes). This can be used to defer provisioning until some
739 action completes (such as running the customer's credit card successfully).
743 Optional subject for a ticket created and attached to this customer
747 Optional queue name for ticket additions
755 my $opt = ref($_[0]) ? shift : { @_ };
757 warn "$me order_pkg called with options ".
758 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
761 my $cust_pkg = $opt->{'cust_pkg'};
762 my $svcs = $opt->{'svcs'} || [];
764 my %svc_options = ();
765 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
766 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
768 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
769 qw( ticket_subject ticket_queue );
771 local $SIG{HUP} = 'IGNORE';
772 local $SIG{INT} = 'IGNORE';
773 local $SIG{QUIT} = 'IGNORE';
774 local $SIG{TERM} = 'IGNORE';
775 local $SIG{TSTP} = 'IGNORE';
776 local $SIG{PIPE} = 'IGNORE';
778 my $oldAutoCommit = $FS::UID::AutoCommit;
779 local $FS::UID::AutoCommit = 0;
782 if ( $opt->{'cust_location'} &&
783 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
784 my $error = $opt->{'cust_location'}->insert;
786 $dbh->rollback if $oldAutoCommit;
787 return "inserting cust_location (transaction rolled back): $error";
789 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
792 $cust_pkg->custnum( $self->custnum );
794 my $error = $cust_pkg->insert( %insert_params );
796 $dbh->rollback if $oldAutoCommit;
797 return "inserting cust_pkg (transaction rolled back): $error";
800 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
801 if ( $svc_something->svcnum ) {
802 my $old_cust_svc = $svc_something->cust_svc;
803 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
804 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
805 $error = $new_cust_svc->replace($old_cust_svc);
807 $svc_something->pkgnum( $cust_pkg->pkgnum );
808 if ( $svc_something->isa('FS::svc_acct') ) {
809 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
810 qw( seconds upbytes downbytes totalbytes ) ) {
811 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
812 ${ $opt->{$_.'_ref'} } = 0;
815 $error = $svc_something->insert(%svc_options);
818 $dbh->rollback if $oldAutoCommit;
819 return "inserting svc_ (transaction rolled back): $error";
823 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
828 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
829 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
831 Like the insert method on an existing record, this method orders multiple
832 packages and included services atomicaly. Pass a Tie::RefHash data structure
833 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
834 There should be a better explanation of this, but until then, here's an
838 tie %hash, 'Tie::RefHash'; #this part is important
840 $cust_pkg => [ $svc_acct ],
843 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
845 Services can be new, in which case they are inserted, or existing unaudited
846 services, in which case they are linked to the newly-created package.
848 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
849 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
851 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
852 on the supplied jobnum (they will not run until the specific job completes).
853 This can be used to defer provisioning until some action completes (such
854 as running the customer's credit card successfully).
856 The I<noexport> option is deprecated. If I<noexport> is set true, no
857 provisioning jobs (exports) are scheduled. (You can schedule them later with
858 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
859 on the cust_main object is not recommended, as existing services will also be
862 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
863 provided, the scalars (provided by references) will be incremented by the
864 values of the prepaid card.`
870 my $cust_pkgs = shift;
871 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
873 $seconds_ref ||= $options{'seconds_ref'};
875 warn "$me order_pkgs called with options ".
876 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
879 local $SIG{HUP} = 'IGNORE';
880 local $SIG{INT} = 'IGNORE';
881 local $SIG{QUIT} = 'IGNORE';
882 local $SIG{TERM} = 'IGNORE';
883 local $SIG{TSTP} = 'IGNORE';
884 local $SIG{PIPE} = 'IGNORE';
886 my $oldAutoCommit = $FS::UID::AutoCommit;
887 local $FS::UID::AutoCommit = 0;
890 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
892 foreach my $cust_pkg ( keys %$cust_pkgs ) {
894 my $error = $self->order_pkg(
895 'cust_pkg' => $cust_pkg,
896 'svcs' => $cust_pkgs->{$cust_pkg},
897 'seconds_ref' => $seconds_ref,
898 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
903 $dbh->rollback if $oldAutoCommit;
909 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
913 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
915 Recharges this (existing) customer with the specified prepaid card (see
916 L<FS::prepay_credit>), specified either by I<identifier> or as an
917 FS::prepay_credit object. If there is an error, returns the error, otherwise
920 Optionally, five scalar references can be passed as well. They will have their
921 values filled in with the amount, number of seconds, and number of upload,
922 download, and total bytes applied by this prepaid card.
926 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
927 #the only place that uses these args
928 sub recharge_prepay {
929 my( $self, $prepay_credit, $amountref, $secondsref,
930 $upbytesref, $downbytesref, $totalbytesref ) = @_;
932 local $SIG{HUP} = 'IGNORE';
933 local $SIG{INT} = 'IGNORE';
934 local $SIG{QUIT} = 'IGNORE';
935 local $SIG{TERM} = 'IGNORE';
936 local $SIG{TSTP} = 'IGNORE';
937 local $SIG{PIPE} = 'IGNORE';
939 my $oldAutoCommit = $FS::UID::AutoCommit;
940 local $FS::UID::AutoCommit = 0;
943 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
945 my $error = $self->get_prepay( $prepay_credit,
946 'amount_ref' => \$amount,
947 'seconds_ref' => \$seconds,
948 'upbytes_ref' => \$upbytes,
949 'downbytes_ref' => \$downbytes,
950 'totalbytes_ref' => \$totalbytes,
952 || $self->increment_seconds($seconds)
953 || $self->increment_upbytes($upbytes)
954 || $self->increment_downbytes($downbytes)
955 || $self->increment_totalbytes($totalbytes)
956 || $self->insert_cust_pay_prepay( $amount,
958 ? $prepay_credit->identifier
963 $dbh->rollback if $oldAutoCommit;
967 if ( defined($amountref) ) { $$amountref = $amount; }
968 if ( defined($secondsref) ) { $$secondsref = $seconds; }
969 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
970 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
971 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
973 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
978 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
980 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
981 specified either by I<identifier> or as an FS::prepay_credit object.
983 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
984 incremented by the values of the prepaid card.
986 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
987 check or set this customer's I<agentnum>.
989 If there is an error, returns the error, otherwise returns false.
995 my( $self, $prepay_credit, %opt ) = @_;
997 local $SIG{HUP} = 'IGNORE';
998 local $SIG{INT} = 'IGNORE';
999 local $SIG{QUIT} = 'IGNORE';
1000 local $SIG{TERM} = 'IGNORE';
1001 local $SIG{TSTP} = 'IGNORE';
1002 local $SIG{PIPE} = 'IGNORE';
1004 my $oldAutoCommit = $FS::UID::AutoCommit;
1005 local $FS::UID::AutoCommit = 0;
1008 unless ( ref($prepay_credit) ) {
1010 my $identifier = $prepay_credit;
1012 $prepay_credit = qsearchs(
1014 { 'identifier' => $prepay_credit },
1019 unless ( $prepay_credit ) {
1020 $dbh->rollback if $oldAutoCommit;
1021 return "Invalid prepaid card: ". $identifier;
1026 if ( $prepay_credit->agentnum ) {
1027 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1028 $dbh->rollback if $oldAutoCommit;
1029 return "prepaid card not valid for agent ". $self->agentnum;
1031 $self->agentnum($prepay_credit->agentnum);
1034 my $error = $prepay_credit->delete;
1036 $dbh->rollback if $oldAutoCommit;
1037 return "removing prepay_credit (transaction rolled back): $error";
1040 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1041 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1043 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1048 =item increment_upbytes SECONDS
1050 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1051 the specified number of upbytes. If there is an error, returns the error,
1052 otherwise returns false.
1056 sub increment_upbytes {
1057 _increment_column( shift, 'upbytes', @_);
1060 =item increment_downbytes SECONDS
1062 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1063 the specified number of downbytes. If there is an error, returns the error,
1064 otherwise returns false.
1068 sub increment_downbytes {
1069 _increment_column( shift, 'downbytes', @_);
1072 =item increment_totalbytes SECONDS
1074 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1075 the specified number of totalbytes. If there is an error, returns the error,
1076 otherwise returns false.
1080 sub increment_totalbytes {
1081 _increment_column( shift, 'totalbytes', @_);
1084 =item increment_seconds SECONDS
1086 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1087 the specified number of seconds. If there is an error, returns the error,
1088 otherwise returns false.
1092 sub increment_seconds {
1093 _increment_column( shift, 'seconds', @_);
1096 =item _increment_column AMOUNT
1098 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1099 the specified number of seconds or bytes. If there is an error, returns
1100 the error, otherwise returns false.
1104 sub _increment_column {
1105 my( $self, $column, $amount ) = @_;
1106 warn "$me increment_column called: $column, $amount\n"
1109 return '' unless $amount;
1111 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1112 $self->ncancelled_pkgs;
1114 if ( ! @cust_pkg ) {
1115 return 'No packages with primary or single services found'.
1116 ' to apply pre-paid time';
1117 } elsif ( scalar(@cust_pkg) > 1 ) {
1118 #maybe have a way to specify the package/account?
1119 return 'Multiple packages found to apply pre-paid time';
1122 my $cust_pkg = $cust_pkg[0];
1123 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1127 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1129 if ( ! @cust_svc ) {
1130 return 'No account found to apply pre-paid time';
1131 } elsif ( scalar(@cust_svc) > 1 ) {
1132 return 'Multiple accounts found to apply pre-paid time';
1135 my $svc_acct = $cust_svc[0]->svc_x;
1136 warn " found service svcnum ". $svc_acct->pkgnum.
1137 ' ('. $svc_acct->email. ")\n"
1140 $column = "increment_$column";
1141 $svc_acct->$column($amount);
1145 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1147 Inserts a prepayment in the specified amount for this customer. An optional
1148 second argument can specify the prepayment identifier for tracking purposes.
1149 If there is an error, returns the error, otherwise returns false.
1153 sub insert_cust_pay_prepay {
1154 shift->insert_cust_pay('PREP', @_);
1157 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1159 Inserts a cash payment in the specified amount for this customer. An optional
1160 second argument can specify the payment identifier for tracking purposes.
1161 If there is an error, returns the error, otherwise returns false.
1165 sub insert_cust_pay_cash {
1166 shift->insert_cust_pay('CASH', @_);
1169 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1171 Inserts a Western Union payment in the specified amount for this customer. An
1172 optional second argument can specify the prepayment identifier for tracking
1173 purposes. If there is an error, returns the error, otherwise returns false.
1177 sub insert_cust_pay_west {
1178 shift->insert_cust_pay('WEST', @_);
1181 sub insert_cust_pay {
1182 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1183 my $payinfo = scalar(@_) ? shift : '';
1185 my $cust_pay = new FS::cust_pay {
1186 'custnum' => $self->custnum,
1187 'paid' => sprintf('%.2f', $amount),
1188 #'_date' => #date the prepaid card was purchased???
1190 'payinfo' => $payinfo,
1198 This method is deprecated. See the I<depend_jobnum> option to the insert and
1199 order_pkgs methods for a better way to defer provisioning.
1201 Re-schedules all exports by calling the B<reexport> method of all associated
1202 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1203 otherwise returns false.
1210 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1211 "use the depend_jobnum option to insert or order_pkgs to delay export";
1213 local $SIG{HUP} = 'IGNORE';
1214 local $SIG{INT} = 'IGNORE';
1215 local $SIG{QUIT} = 'IGNORE';
1216 local $SIG{TERM} = 'IGNORE';
1217 local $SIG{TSTP} = 'IGNORE';
1218 local $SIG{PIPE} = 'IGNORE';
1220 my $oldAutoCommit = $FS::UID::AutoCommit;
1221 local $FS::UID::AutoCommit = 0;
1224 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1225 my $error = $cust_pkg->reexport;
1227 $dbh->rollback if $oldAutoCommit;
1232 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1237 =item delete NEW_CUSTNUM
1239 This deletes the customer. If there is an error, returns the error, otherwise
1242 This will completely remove all traces of the customer record. This is not
1243 what you want when a customer cancels service; for that, cancel all of the
1244 customer's packages (see L</cancel>).
1246 If the customer has any uncancelled packages, you need to pass a new (valid)
1247 customer number for those packages to be transferred to. Cancelled packages
1248 will be deleted. Did I mention that this is NOT what you want when a customer
1249 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1251 You can't delete a customer with invoices (see L<FS::cust_bill>),
1252 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1253 refunds (see L<FS::cust_refund>).
1260 local $SIG{HUP} = 'IGNORE';
1261 local $SIG{INT} = 'IGNORE';
1262 local $SIG{QUIT} = 'IGNORE';
1263 local $SIG{TERM} = 'IGNORE';
1264 local $SIG{TSTP} = 'IGNORE';
1265 local $SIG{PIPE} = 'IGNORE';
1267 my $oldAutoCommit = $FS::UID::AutoCommit;
1268 local $FS::UID::AutoCommit = 0;
1271 if ( $self->cust_bill ) {
1272 $dbh->rollback if $oldAutoCommit;
1273 return "Can't delete a customer with invoices";
1275 if ( $self->cust_credit ) {
1276 $dbh->rollback if $oldAutoCommit;
1277 return "Can't delete a customer with credits";
1279 if ( $self->cust_pay ) {
1280 $dbh->rollback if $oldAutoCommit;
1281 return "Can't delete a customer with payments";
1283 if ( $self->cust_refund ) {
1284 $dbh->rollback if $oldAutoCommit;
1285 return "Can't delete a customer with refunds";
1288 my @cust_pkg = $self->ncancelled_pkgs;
1290 my $new_custnum = shift;
1291 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1292 $dbh->rollback if $oldAutoCommit;
1293 return "Invalid new customer number: $new_custnum";
1295 foreach my $cust_pkg ( @cust_pkg ) {
1296 my %hash = $cust_pkg->hash;
1297 $hash{'custnum'} = $new_custnum;
1298 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1299 my $error = $new_cust_pkg->replace($cust_pkg,
1300 options => { $cust_pkg->options },
1303 $dbh->rollback if $oldAutoCommit;
1308 my @cancelled_cust_pkg = $self->all_pkgs;
1309 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1310 my $error = $cust_pkg->delete;
1312 $dbh->rollback if $oldAutoCommit;
1317 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1318 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1320 my $error = $cust_main_invoice->delete;
1322 $dbh->rollback if $oldAutoCommit;
1327 foreach my $cust_main_exemption (
1328 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1330 my $error = $cust_main_exemption->delete;
1332 $dbh->rollback if $oldAutoCommit;
1337 my $error = $self->SUPER::delete;
1339 $dbh->rollback if $oldAutoCommit;
1343 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1348 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1351 Replaces the OLD_RECORD with this one in the database. If there is an error,
1352 returns the error, otherwise returns false.
1354 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1355 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1356 expected and rollback the entire transaction; it is not necessary to call
1357 check_invoicing_list first. Here's an example:
1359 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1361 Currently available options are: I<tax_exemption>.
1363 The I<tax_exemption> option can be set to an arrayref of tax names.
1364 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1371 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1373 : $self->replace_old;
1377 warn "$me replace called\n"
1380 my $curuser = $FS::CurrentUser::CurrentUser;
1381 if ( $self->payby eq 'COMP'
1382 && $self->payby ne $old->payby
1383 && ! $curuser->access_right('Complimentary customer')
1386 return "You are not permitted to create complimentary accounts.";
1389 local($ignore_expired_card) = 1
1390 if $old->payby =~ /^(CARD|DCRD)$/
1391 && $self->payby =~ /^(CARD|DCRD)$/
1392 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1394 local $SIG{HUP} = 'IGNORE';
1395 local $SIG{INT} = 'IGNORE';
1396 local $SIG{QUIT} = 'IGNORE';
1397 local $SIG{TERM} = 'IGNORE';
1398 local $SIG{TSTP} = 'IGNORE';
1399 local $SIG{PIPE} = 'IGNORE';
1401 my $oldAutoCommit = $FS::UID::AutoCommit;
1402 local $FS::UID::AutoCommit = 0;
1405 my $error = $self->SUPER::replace($old);
1408 $dbh->rollback if $oldAutoCommit;
1412 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1413 my $invoicing_list = shift @param;
1414 $error = $self->check_invoicing_list( $invoicing_list );
1416 $dbh->rollback if $oldAutoCommit;
1419 $self->invoicing_list( $invoicing_list );
1422 my %options = @param;
1424 my $tax_exemption = delete $options{'tax_exemption'};
1425 if ( $tax_exemption ) {
1427 my %cust_main_exemption =
1428 map { $_->taxname => $_ }
1429 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1431 foreach my $taxname ( @$tax_exemption ) {
1433 next if delete $cust_main_exemption{$taxname};
1435 my $cust_main_exemption = new FS::cust_main_exemption {
1436 'custnum' => $self->custnum,
1437 'taxname' => $taxname,
1439 my $error = $cust_main_exemption->insert;
1441 $dbh->rollback if $oldAutoCommit;
1442 return "inserting cust_main_exemption (transaction rolled back): $error";
1446 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1447 my $error = $cust_main_exemption->delete;
1449 $dbh->rollback if $oldAutoCommit;
1450 return "deleting cust_main_exemption (transaction rolled back): $error";
1456 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1457 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1458 && $self->get('payinfo') !~ /^99\d{14}$/
1460 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1465 # card/check/lec info has changed, want to retry realtime_ invoice events
1466 my $error = $self->retry_realtime;
1468 $dbh->rollback if $oldAutoCommit;
1473 unless ( $import || $skip_fuzzyfiles ) {
1474 $error = $self->queue_fuzzyfiles_update;
1476 $dbh->rollback if $oldAutoCommit;
1477 return "updating fuzzy search cache: $error";
1481 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1486 =item queue_fuzzyfiles_update
1488 Used by insert & replace to update the fuzzy search cache
1492 sub queue_fuzzyfiles_update {
1495 local $SIG{HUP} = 'IGNORE';
1496 local $SIG{INT} = 'IGNORE';
1497 local $SIG{QUIT} = 'IGNORE';
1498 local $SIG{TERM} = 'IGNORE';
1499 local $SIG{TSTP} = 'IGNORE';
1500 local $SIG{PIPE} = 'IGNORE';
1502 my $oldAutoCommit = $FS::UID::AutoCommit;
1503 local $FS::UID::AutoCommit = 0;
1506 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1507 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1509 $dbh->rollback if $oldAutoCommit;
1510 return "queueing job (transaction rolled back): $error";
1513 if ( $self->ship_last ) {
1514 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1515 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1517 $dbh->rollback if $oldAutoCommit;
1518 return "queueing job (transaction rolled back): $error";
1522 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1529 Checks all fields to make sure this is a valid customer record. If there is
1530 an error, returns the error, otherwise returns false. Called by the insert
1531 and replace methods.
1538 warn "$me check BEFORE: \n". $self->_dump
1542 $self->ut_numbern('custnum')
1543 || $self->ut_number('agentnum')
1544 || $self->ut_textn('agent_custid')
1545 || $self->ut_number('refnum')
1546 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1547 || $self->ut_textn('custbatch')
1548 || $self->ut_name('last')
1549 || $self->ut_name('first')
1550 || $self->ut_snumbern('birthdate')
1551 || $self->ut_snumbern('signupdate')
1552 || $self->ut_textn('company')
1553 || $self->ut_text('address1')
1554 || $self->ut_textn('address2')
1555 || $self->ut_text('city')
1556 || $self->ut_textn('county')
1557 || $self->ut_textn('state')
1558 || $self->ut_country('country')
1559 || $self->ut_anything('comments')
1560 || $self->ut_numbern('referral_custnum')
1561 || $self->ut_textn('stateid')
1562 || $self->ut_textn('stateid_state')
1563 || $self->ut_textn('invoice_terms')
1564 || $self->ut_alphan('geocode')
1565 || $self->ut_floatn('cdr_termination_percentage')
1568 #barf. need message catalogs. i18n. etc.
1569 $error .= "Please select an advertising source."
1570 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1571 return $error if $error;
1573 return "Unknown agent"
1574 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1576 return "Unknown refnum"
1577 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1579 return "Unknown referring custnum: ". $self->referral_custnum
1580 unless ! $self->referral_custnum
1581 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1583 if ( $self->censustract ne '' ) {
1584 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1585 or return "Illegal census tract: ". $self->censustract;
1587 $self->censustract("$1.$2");
1590 if ( $self->ss eq '' ) {
1595 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1596 or return "Illegal social security number: ". $self->ss;
1597 $self->ss("$1-$2-$3");
1601 # bad idea to disable, causes billing to fail because of no tax rates later
1602 # unless ( $import ) {
1603 unless ( qsearch('cust_main_county', {
1604 'country' => $self->country,
1607 return "Unknown state/county/country: ".
1608 $self->state. "/". $self->county. "/". $self->country
1609 unless qsearch('cust_main_county',{
1610 'state' => $self->state,
1611 'county' => $self->county,
1612 'country' => $self->country,
1618 $self->ut_phonen('daytime', $self->country)
1619 || $self->ut_phonen('night', $self->country)
1620 || $self->ut_phonen('fax', $self->country)
1621 || $self->ut_zip('zip', $self->country)
1623 return $error if $error;
1625 if ( $conf->exists('cust_main-require_phone')
1626 && ! length($self->daytime) && ! length($self->night)
1629 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1631 : FS::Msgcat::_gettext('daytime');
1632 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1634 : FS::Msgcat::_gettext('night');
1636 return "$daytime_label or $night_label is required"
1640 if ( $self->has_ship_address
1641 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1642 $self->addr_fields )
1646 $self->ut_name('ship_last')
1647 || $self->ut_name('ship_first')
1648 || $self->ut_textn('ship_company')
1649 || $self->ut_text('ship_address1')
1650 || $self->ut_textn('ship_address2')
1651 || $self->ut_text('ship_city')
1652 || $self->ut_textn('ship_county')
1653 || $self->ut_textn('ship_state')
1654 || $self->ut_country('ship_country')
1656 return $error if $error;
1658 #false laziness with above
1659 unless ( qsearchs('cust_main_county', {
1660 'country' => $self->ship_country,
1663 return "Unknown ship_state/ship_county/ship_country: ".
1664 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1665 unless qsearch('cust_main_county',{
1666 'state' => $self->ship_state,
1667 'county' => $self->ship_county,
1668 'country' => $self->ship_country,
1674 $self->ut_phonen('ship_daytime', $self->ship_country)
1675 || $self->ut_phonen('ship_night', $self->ship_country)
1676 || $self->ut_phonen('ship_fax', $self->ship_country)
1677 || $self->ut_zip('ship_zip', $self->ship_country)
1679 return $error if $error;
1681 return "Unit # is required."
1682 if $self->ship_address2 =~ /^\s*$/
1683 && $conf->exists('cust_main-require_address2');
1685 } else { # ship_ info eq billing info, so don't store dup info in database
1687 $self->setfield("ship_$_", '')
1688 foreach $self->addr_fields;
1690 return "Unit # is required."
1691 if $self->address2 =~ /^\s*$/
1692 && $conf->exists('cust_main-require_address2');
1696 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1697 # or return "Illegal payby: ". $self->payby;
1699 FS::payby->can_payby($self->table, $self->payby)
1700 or return "Illegal payby: ". $self->payby;
1702 $error = $self->ut_numbern('paystart_month')
1703 || $self->ut_numbern('paystart_year')
1704 || $self->ut_numbern('payissue')
1705 || $self->ut_textn('paytype')
1707 return $error if $error;
1709 if ( $self->payip eq '' ) {
1712 $error = $self->ut_ip('payip');
1713 return $error if $error;
1716 # If it is encrypted and the private key is not availaible then we can't
1717 # check the credit card.
1719 my $check_payinfo = 1;
1721 if ($self->is_encrypted($self->payinfo)) {
1725 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1727 my $payinfo = $self->payinfo;
1728 $payinfo =~ s/\D//g;
1729 $payinfo =~ /^(\d{13,16})$/
1730 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1732 $self->payinfo($payinfo);
1734 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1736 return gettext('unknown_card_type')
1737 if $self->payinfo !~ /^99\d{14}$/ #token
1738 && cardtype($self->payinfo) eq "Unknown";
1740 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1742 return 'Banned credit card: banned on '.
1743 time2str('%a %h %o at %r', $ban->_date).
1744 ' by '. $ban->otaker.
1745 ' (ban# '. $ban->bannum. ')';
1748 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1749 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1750 $self->paycvv =~ /^(\d{4})$/
1751 or return "CVV2 (CID) for American Express cards is four digits.";
1754 $self->paycvv =~ /^(\d{3})$/
1755 or return "CVV2 (CVC2/CID) is three digits.";
1762 my $cardtype = cardtype($payinfo);
1763 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1765 return "Start date or issue number is required for $cardtype cards"
1766 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1768 return "Start month must be between 1 and 12"
1769 if $self->paystart_month
1770 and $self->paystart_month < 1 || $self->paystart_month > 12;
1772 return "Start year must be 1990 or later"
1773 if $self->paystart_year
1774 and $self->paystart_year < 1990;
1776 return "Issue number must be beween 1 and 99"
1778 and $self->payissue < 1 || $self->payissue > 99;
1781 $self->paystart_month('');
1782 $self->paystart_year('');
1783 $self->payissue('');
1786 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1788 my $payinfo = $self->payinfo;
1789 $payinfo =~ s/[^\d\@]//g;
1790 if ( $conf->exists('echeck-nonus') ) {
1791 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1792 $payinfo = "$1\@$2";
1794 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1795 $payinfo = "$1\@$2";
1797 $self->payinfo($payinfo);
1800 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1802 return 'Banned ACH account: banned on '.
1803 time2str('%a %h %o at %r', $ban->_date).
1804 ' by '. $ban->otaker.
1805 ' (ban# '. $ban->bannum. ')';
1808 } elsif ( $self->payby eq 'LECB' ) {
1810 my $payinfo = $self->payinfo;
1811 $payinfo =~ s/\D//g;
1812 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1814 $self->payinfo($payinfo);
1817 } elsif ( $self->payby eq 'BILL' ) {
1819 $error = $self->ut_textn('payinfo');
1820 return "Illegal P.O. number: ". $self->payinfo if $error;
1823 } elsif ( $self->payby eq 'COMP' ) {
1825 my $curuser = $FS::CurrentUser::CurrentUser;
1826 if ( ! $self->custnum
1827 && ! $curuser->access_right('Complimentary customer')
1830 return "You are not permitted to create complimentary accounts."
1833 $error = $self->ut_textn('payinfo');
1834 return "Illegal comp account issuer: ". $self->payinfo if $error;
1837 } elsif ( $self->payby eq 'PREPAY' ) {
1839 my $payinfo = $self->payinfo;
1840 $payinfo =~ s/\W//g; #anything else would just confuse things
1841 $self->payinfo($payinfo);
1842 $error = $self->ut_alpha('payinfo');
1843 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1844 return "Unknown prepayment identifier"
1845 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1850 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1851 return "Expiration date required"
1852 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1856 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1857 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1858 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1859 ( $m, $y ) = ( $2, "19$1" );
1860 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1861 ( $m, $y ) = ( $3, "20$2" );
1863 return "Illegal expiration date: ". $self->paydate;
1865 $self->paydate("$y-$m-01");
1866 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1867 return gettext('expired_card')
1869 && !$ignore_expired_card
1870 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1873 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1874 ( ! $conf->exists('require_cardname')
1875 || $self->payby !~ /^(CARD|DCRD)$/ )
1877 $self->payname( $self->first. " ". $self->getfield('last') );
1879 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1880 or return gettext('illegal_name'). " payname: ". $self->payname;
1884 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1885 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1889 $self->otaker(getotaker) unless $self->otaker;
1891 warn "$me check AFTER: \n". $self->_dump
1894 $self->SUPER::check;
1899 Returns a list of fields which have ship_ duplicates.
1904 qw( last first company
1905 address1 address2 city county state zip country
1910 =item has_ship_address
1912 Returns true if this customer record has a separate shipping address.
1916 sub has_ship_address {
1918 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1923 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1924 city, county, state, zip, country. The shipping address is used if present.
1928 #geocode? dependent on tax-ship_address config, not available in cust_location
1929 #mostly. not yet then.
1933 my $prefix = $self->has_ship_address ? 'ship_' : '';
1935 map { $_ => $self->get($prefix.$_) }
1936 qw( address1 address2 city county state zip country geocode );
1937 #fields that cust_location has
1940 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1942 Returns all packages (see L<FS::cust_pkg>) for this customer.
1948 my $extra_qsearch = ref($_[0]) ? shift : {};
1950 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1953 if ( $self->{'_pkgnum'} ) {
1954 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1956 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1959 sort sort_packages @cust_pkg;
1964 Synonym for B<all_pkgs>.
1969 shift->all_pkgs(@_);
1974 Returns all locations (see L<FS::cust_location>) for this customer.
1980 qsearch('cust_location', { 'custnum' => $self->custnum } );
1983 =item location_label [ OPTION => VALUE ... ]
1985 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
1993 used to separate the address elements (defaults to ', ')
1995 =item escape_function
1997 a callback used for escaping the text of the address elements
2003 # false laziness with FS::cust_location::line
2005 sub location_label {
2009 my $separator = $opt{join_string} || ', ';
2010 my $escape = $opt{escape_function} || sub{ shift };
2012 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2013 my $prefix = length($self->ship_last) ? 'ship_' : '';
2016 foreach (qw ( address1 address2 ) ) {
2017 my $method = "$prefix$_";
2018 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2023 foreach (qw ( city county state zip ) ) {
2024 my $method = "$prefix$_";
2025 if ( $self->$method ) {
2026 $line .= ' (' if $method eq 'county';
2027 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2028 $line .= ' )' if $method eq 'county';
2032 $line .= $separator. &$escape(code2country($self->country))
2033 if $self->country ne $cydefault;
2038 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2040 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2044 sub ncancelled_pkgs {
2046 my $extra_qsearch = ref($_[0]) ? shift : {};
2048 return $self->num_ncancelled_pkgs unless wantarray;
2051 if ( $self->{'_pkgnum'} ) {
2053 warn "$me ncancelled_pkgs: returning cached objects"
2056 @cust_pkg = grep { ! $_->getfield('cancel') }
2057 values %{ $self->{'_pkgnum'}->cache };
2061 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2062 $self->custnum. "\n"
2065 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2067 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2071 sort sort_packages @cust_pkg;
2077 my $extra_qsearch = ref($_[0]) ? shift : {};
2079 $extra_qsearch->{'select'} ||= '*';
2080 $extra_qsearch->{'select'} .=
2081 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2085 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2090 'table' => 'cust_pkg',
2091 'hashref' => { 'custnum' => $self->custnum },
2096 # This should be generalized to use config options to determine order.
2099 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2100 return $locationsort if $locationsort;
2102 if ( $a->get('cancel') xor $b->get('cancel') ) {
2103 return -1 if $b->get('cancel');
2104 return 1 if $a->get('cancel');
2105 #shouldn't get here...
2108 my $a_num_cust_svc = $a->num_cust_svc;
2109 my $b_num_cust_svc = $b->num_cust_svc;
2110 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2111 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2112 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2113 my @a_cust_svc = $a->cust_svc;
2114 my @b_cust_svc = $b->cust_svc;
2115 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2120 =item suspended_pkgs
2122 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2126 sub suspended_pkgs {
2128 grep { $_->susp } $self->ncancelled_pkgs;
2131 =item unflagged_suspended_pkgs
2133 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2134 customer (thouse packages without the `manual_flag' set).
2138 sub unflagged_suspended_pkgs {
2140 return $self->suspended_pkgs
2141 unless dbdef->table('cust_pkg')->column('manual_flag');
2142 grep { ! $_->manual_flag } $self->suspended_pkgs;
2145 =item unsuspended_pkgs
2147 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2152 sub unsuspended_pkgs {
2154 grep { ! $_->susp } $self->ncancelled_pkgs;
2157 =item next_bill_date
2159 Returns the next date this customer will be billed, as a UNIX timestamp, or
2160 undef if no active package has a next bill date.
2164 sub next_bill_date {
2166 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2169 =item num_cancelled_pkgs
2171 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2176 sub num_cancelled_pkgs {
2177 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2180 sub num_ncancelled_pkgs {
2181 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2185 my( $self ) = shift;
2186 my $sql = scalar(@_) ? shift : '';
2187 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2188 my $sth = dbh->prepare(
2189 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2190 ) or die dbh->errstr;
2191 $sth->execute($self->custnum) or die $sth->errstr;
2192 $sth->fetchrow_arrayref->[0];
2197 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2198 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2199 on success or a list of errors.
2205 grep { $_->unsuspend } $self->suspended_pkgs;
2210 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2212 Returns a list: an empty list on success or a list of errors.
2218 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2221 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2223 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2224 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2225 of a list of pkgparts; the hashref has the following keys:
2229 =item pkgparts - listref of pkgparts
2231 =item (other options are passed to the suspend method)
2236 Returns a list: an empty list on success or a list of errors.
2240 sub suspend_if_pkgpart {
2242 my (@pkgparts, %opt);
2243 if (ref($_[0]) eq 'HASH'){
2244 @pkgparts = @{$_[0]{pkgparts}};
2249 grep { $_->suspend(%opt) }
2250 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2251 $self->unsuspended_pkgs;
2254 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2256 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2257 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2258 instead of a list of pkgparts; the hashref has the following keys:
2262 =item pkgparts - listref of pkgparts
2264 =item (other options are passed to the suspend method)
2268 Returns a list: an empty list on success or a list of errors.
2272 sub suspend_unless_pkgpart {
2274 my (@pkgparts, %opt);
2275 if (ref($_[0]) eq 'HASH'){
2276 @pkgparts = @{$_[0]{pkgparts}};
2281 grep { $_->suspend(%opt) }
2282 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2283 $self->unsuspended_pkgs;
2286 =item cancel [ OPTION => VALUE ... ]
2288 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2290 Available options are:
2294 =item quiet - can be set true to supress email cancellation notices.
2296 =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.
2298 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2300 =item nobill - can be set true to skip billing if it might otherwise be done.
2304 Always returns a list: an empty list on success or a list of errors.
2308 # nb that dates are not specified as valid options to this method
2311 my( $self, %opt ) = @_;
2313 warn "$me cancel called on customer ". $self->custnum. " with options ".
2314 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2317 return ( 'access denied' )
2318 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2320 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2322 #should try decryption (we might have the private key)
2323 # and if not maybe queue a job for the server that does?
2324 return ( "Can't (yet) ban encrypted credit cards" )
2325 if $self->is_encrypted($self->payinfo);
2327 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2328 my $error = $ban->insert;
2329 return ( $error ) if $error;
2333 my @pkgs = $self->ncancelled_pkgs;
2335 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2337 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2338 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2342 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2343 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2346 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2349 sub _banned_pay_hashref {
2360 'payby' => $payby2ban{$self->payby},
2361 'payinfo' => md5_base64($self->payinfo),
2362 #don't ever *search* on reason! #'reason' =>
2368 Returns all notes (see L<FS::cust_main_note>) for this customer.
2375 qsearch( 'cust_main_note',
2376 { 'custnum' => $self->custnum },
2378 'ORDER BY _DATE DESC'
2384 Returns the agent (see L<FS::agent>) for this customer.
2390 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2395 Returns the customer class, as an FS::cust_class object, or the empty string
2396 if there is no customer class.
2402 if ( $self->classnum ) {
2403 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2411 Returns the customer category name, or the empty string if there is no customer
2418 my $cust_class = $self->cust_class;
2420 ? $cust_class->categoryname
2426 Returns the customer class name, or the empty string if there is no customer
2433 my $cust_class = $self->cust_class;
2435 ? $cust_class->classname
2440 =item bill_and_collect
2442 Cancels and suspends any packages due, generates bills, applies payments and
2443 credits, and applies collection events to run cards, send bills and notices,
2446 By default, warns on errors and continues with the next operation (but see the
2447 "fatal" flag below).
2449 Options are passed as name-value pairs. Currently available options are:
2455 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:
2459 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2463 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.
2467 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2471 If set true, re-charges setup fees.
2475 If set any errors prevent subsequent operations from continusing. If set
2476 specifically to "return", returns the error (or false, if there is no error).
2477 Any other true value causes errors to die.
2481 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)
2485 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2486 options of those methods are also available.
2490 sub bill_and_collect {
2491 my( $self, %options ) = @_;
2495 #$options{actual_time} not $options{time} because freeside-daily -d is for
2496 #pre-printing invoices
2498 $options{'actual_time'} ||= time;
2500 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2502 $error = "Error expiring custnum ". $self->custnum. ": $error";
2503 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2504 elsif ( $options{fatal} ) { die $error; }
2505 else { warn $error; }
2508 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2510 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2511 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2512 elsif ( $options{fatal} ) { die $error; }
2513 else { warn $error; }
2516 $error = $self->bill( %options );
2518 $error = "Error billing custnum ". $self->custnum. ": $error";
2519 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2520 elsif ( $options{fatal} ) { die $error; }
2521 else { warn $error; }
2524 $error = $self->apply_payments_and_credits;
2526 $error = "Error applying custnum ". $self->custnum. ": $error";
2527 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2528 elsif ( $options{fatal} ) { die $error; }
2529 else { warn $error; }
2532 unless ( $conf->exists('cancelled_cust-noevents')
2533 && ! $self->num_ncancelled_pkgs
2535 $error = $self->collect( %options );
2537 $error = "Error collecting custnum ". $self->custnum. ": $error";
2538 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2539 elsif ($options{fatal} ) { die $error; }
2540 else { warn $error; }
2548 sub cancel_expired_pkgs {
2549 my ( $self, $time, %options ) = @_;
2551 my @cancel_pkgs = $self->ncancelled_pkgs( {
2552 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2557 foreach my $cust_pkg ( @cancel_pkgs ) {
2558 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2559 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2560 'reason_otaker' => $cpr->otaker
2564 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2567 scalar(@errors) ? join(' / ', @errors) : '';
2571 sub suspend_adjourned_pkgs {
2572 my ( $self, $time, %options ) = @_;
2574 my @susp_pkgs = $self->ncancelled_pkgs( {
2576 " AND ( susp IS NULL OR susp = 0 )
2577 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2578 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2583 #only because there's no SQL test for is_prepaid :/
2585 grep { ( $_->part_pkg->is_prepaid
2590 && $_->adjourn <= $time
2598 foreach my $cust_pkg ( @susp_pkgs ) {
2599 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2600 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2601 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2602 'reason_otaker' => $cpr->otaker
2606 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2609 scalar(@errors) ? join(' / ', @errors) : '';
2615 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2616 conjunction with the collect method by calling B<bill_and_collect>.
2618 If there is an error, returns the error, otherwise returns false.
2620 Options are passed as name-value pairs. Currently available options are:
2626 If set true, re-charges setup fees.
2630 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:
2634 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2638 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2640 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2644 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2648 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.
2652 This boolean value informs the us that the package is being cancelled. This
2653 typically might mean not charging the normal recurring fee but only usage
2654 fees since the last billing. Setup charges may be charged. Not all package
2655 plans support this feature (they tend to charge 0).
2659 Optional terms to be printed on this invoice. Otherwise, customer-specific
2660 terms or the default terms are used.
2667 my( $self, %options ) = @_;
2668 return '' if $self->payby eq 'COMP';
2669 warn "$me bill customer ". $self->custnum. "\n"
2672 my $time = $options{'time'} || time;
2673 my $invoice_time = $options{'invoice_time'} || $time;
2675 $options{'not_pkgpart'} ||= {};
2676 $options{'not_pkgpart'} = { map { $_ => 1 }
2677 split(/\s*,\s*/, $options{'not_pkgpart'})
2679 unless ref($options{'not_pkgpart'});
2681 local $SIG{HUP} = 'IGNORE';
2682 local $SIG{INT} = 'IGNORE';
2683 local $SIG{QUIT} = 'IGNORE';
2684 local $SIG{TERM} = 'IGNORE';
2685 local $SIG{TSTP} = 'IGNORE';
2686 local $SIG{PIPE} = 'IGNORE';
2688 my $oldAutoCommit = $FS::UID::AutoCommit;
2689 local $FS::UID::AutoCommit = 0;
2692 $self->select_for_update; #mutex
2694 my $error = $self->do_cust_event(
2695 'debug' => ( $options{'debug'} || 0 ),
2696 'time' => $invoice_time,
2697 'check_freq' => $options{'check_freq'},
2698 'stage' => 'pre-bill',
2701 $dbh->rollback if $oldAutoCommit;
2705 #keep auto-charge and non-auto-charge line items separate
2706 my @passes = ( '', 'no_auto' );
2708 my %cust_bill_pkg = map { $_ => [] } @passes;
2711 # find the packages which are due for billing, find out how much they are
2712 # & generate invoice database.
2715 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2716 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2718 my %taxlisthash = map { $_ => {} } @passes;
2720 my @precommit_hooks = ();
2722 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2723 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2725 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2727 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2729 #? to avoid use of uninitialized value errors... ?
2730 $cust_pkg->setfield('bill', '')
2731 unless defined($cust_pkg->bill);
2733 #my $part_pkg = $cust_pkg->part_pkg;
2735 my $real_pkgpart = $cust_pkg->pkgpart;
2736 my %hash = $cust_pkg->hash;
2738 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2740 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2742 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2745 $self->_make_lines( 'part_pkg' => $part_pkg,
2746 'cust_pkg' => $cust_pkg,
2747 'precommit_hooks' => \@precommit_hooks,
2748 'line_items' => $cust_bill_pkg{$pass},
2749 'setup' => $total_setup{$pass},
2750 'recur' => $total_recur{$pass},
2751 'tax_matrix' => $taxlisthash{$pass},
2753 'real_pkgpart' => $real_pkgpart,
2754 'options' => \%options,
2757 $dbh->rollback if $oldAutoCommit;
2761 } #foreach my $part_pkg
2763 } #foreach my $cust_pkg
2765 #if the customer isn't on an automatic payby, everything can go on a single
2767 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
2768 #merge everything into one list
2771 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
2773 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
2775 next unless @cust_bill_pkg; #don't create an invoice w/o line items
2777 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2778 !$conf->exists('postal_invoice-recurring_only')
2782 my $postal_pkg = $self->charge_postal_fee();
2783 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2785 $dbh->rollback if $oldAutoCommit;
2786 return "can't charge postal invoice fee for customer ".
2787 $self->custnum. ": $postal_pkg";
2789 } elsif ( $postal_pkg ) {
2791 my $real_pkgpart = $postal_pkg->pkgpart;
2792 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2793 my %postal_options = %options;
2794 delete $postal_options{cancel};
2796 $self->_make_lines( 'part_pkg' => $part_pkg,
2797 'cust_pkg' => $postal_pkg,
2798 'precommit_hooks' => \@precommit_hooks,
2799 'line_items' => \@cust_bill_pkg,
2800 'setup' => $total_setup{$pass},
2801 'recur' => $total_recur{$pass},
2802 'tax_matrix' => $taxlisthash{$pass},
2804 'real_pkgpart' => $real_pkgpart,
2805 'options' => \%postal_options,
2808 $dbh->rollback if $oldAutoCommit;
2817 my $listref_or_error =
2818 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
2820 unless ( ref( $listref_or_error ) ) {
2821 $dbh->rollback if $oldAutoCommit;
2822 return $listref_or_error;
2825 foreach my $taxline ( @$listref_or_error ) {
2826 ${ $total_setup{$pass} } =
2827 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
2828 push @cust_bill_pkg, $taxline;
2831 #add tax adjustments
2832 warn "adding tax adjustments...\n" if $DEBUG > 2;
2833 foreach my $cust_tax_adjustment (
2834 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2840 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2842 my $itemdesc = $cust_tax_adjustment->taxname;
2843 $itemdesc = '' if $itemdesc eq 'Tax';
2845 push @cust_bill_pkg, new FS::cust_bill_pkg {
2851 'itemdesc' => $itemdesc,
2852 'itemcomment' => $cust_tax_adjustment->comment,
2853 'cust_tax_adjustment' => $cust_tax_adjustment,
2854 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2859 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
2861 my @cust_bill = $self->cust_bill;
2862 my $balance = $self->balance;
2863 my $previous_balance = scalar(@cust_bill)
2864 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2867 $previous_balance += $cust_bill[$#cust_bill]->charged
2868 if scalar(@cust_bill);
2869 #my $balance_adjustments =
2870 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2872 #create the new invoice
2873 my $cust_bill = new FS::cust_bill ( {
2874 'custnum' => $self->custnum,
2875 '_date' => ( $invoice_time ),
2876 'charged' => $charged,
2877 'billing_balance' => $balance,
2878 'previous_balance' => $previous_balance,
2879 'invoice_terms' => $options{'invoice_terms'},
2881 $error = $cust_bill->insert;
2883 $dbh->rollback if $oldAutoCommit;
2884 return "can't create invoice for customer #". $self->custnum. ": $error";
2887 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2888 $cust_bill_pkg->invnum($cust_bill->invnum);
2889 my $error = $cust_bill_pkg->insert;
2891 $dbh->rollback if $oldAutoCommit;
2892 return "can't create invoice line item: $error";
2896 } #foreach my $pass ( keys %cust_bill_pkg )
2898 foreach my $hook ( @precommit_hooks ) {
2900 &{$hook}; #($self) ?
2903 $dbh->rollback if $oldAutoCommit;
2904 return "$@ running precommit hook $hook\n";
2908 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2912 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2914 This is a weird one. Perhaps it should not even be exposed.
2916 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2917 Usually used internally by bill method B<bill>.
2919 If there is an error, returns the error, otherwise returns reference to a
2920 list of line items suitable for insertion.
2926 An array ref of the line items being billed.
2930 A strange beast. The keys to this hash are internal identifiers consisting
2931 of the name of the tax object type, a space, and its unique identifier ( e.g.
2932 'cust_main_county 23' ). The values of the hash are listrefs. The first
2933 item in the list is the tax object. The remaining items are either line
2934 items or floating point values (currency amounts).
2936 The taxes are calculated on this entity. Calculated exemption records are
2937 transferred to the LINEITEMREF items on the assumption that they are related.
2943 This specifies the date appearing on the associated invoice. Some
2944 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
2949 sub calculate_taxes {
2950 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
2952 my @tax_line_items = ();
2954 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2956 # keys are tax names (as printed on invoices / itemdesc )
2957 # values are listrefs of taxlisthash keys (internal identifiers)
2960 # keys are taxlisthash keys (internal identifiers)
2961 # values are (cumulative) amounts
2964 # keys are taxlisthash keys (internal identifiers)
2965 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2966 my %tax_location = ();
2968 # keys are taxlisthash keys (internal identifiers)
2969 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2970 my %tax_rate_location = ();
2972 foreach my $tax ( keys %$taxlisthash ) {
2973 my $tax_object = shift @{ $taxlisthash->{$tax} };
2974 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2975 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
2976 my $hashref_or_error =
2977 $tax_object->taxline( $taxlisthash->{$tax},
2978 'custnum' => $self->custnum,
2979 'invoice_time' => $invoice_time
2981 return $hashref_or_error unless ref($hashref_or_error);
2983 unshift @{ $taxlisthash->{$tax} }, $tax_object;
2985 my $name = $hashref_or_error->{'name'};
2986 my $amount = $hashref_or_error->{'amount'};
2988 #warn "adding $amount as $name\n";
2989 $taxname{ $name } ||= [];
2990 push @{ $taxname{ $name } }, $tax;
2992 $tax{ $tax } += $amount;
2994 $tax_location{ $tax } ||= [];
2995 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2996 push @{ $tax_location{ $tax } },
2998 'taxnum' => $tax_object->taxnum,
2999 'taxtype' => ref($tax_object),
3000 'pkgnum' => $tax_object->get('pkgnum'),
3001 'locationnum' => $tax_object->get('locationnum'),
3002 'amount' => sprintf('%.2f', $amount ),
3006 $tax_rate_location{ $tax } ||= [];
3007 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3008 my $taxratelocationnum =
3009 $tax_object->tax_rate_location->taxratelocationnum;
3010 push @{ $tax_rate_location{ $tax } },
3012 'taxnum' => $tax_object->taxnum,
3013 'taxtype' => ref($tax_object),
3014 'amount' => sprintf('%.2f', $amount ),
3015 'locationtaxid' => $tax_object->location,
3016 'taxratelocationnum' => $taxratelocationnum,
3022 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3023 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3024 foreach my $tax ( keys %$taxlisthash ) {
3025 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3026 next unless ref($_) eq 'FS::cust_bill_pkg';
3028 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3029 splice( @{ $_->_cust_tax_exempt_pkg } );
3033 #consolidate and create tax line items
3034 warn "consolidating and generating...\n" if $DEBUG > 2;
3035 foreach my $taxname ( keys %taxname ) {
3038 my @cust_bill_pkg_tax_location = ();
3039 my @cust_bill_pkg_tax_rate_location = ();
3040 warn "adding $taxname\n" if $DEBUG > 1;
3041 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3042 next if $seen{$taxitem}++;
3043 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3044 $tax += $tax{$taxitem};
3045 push @cust_bill_pkg_tax_location,
3046 map { new FS::cust_bill_pkg_tax_location $_ }
3047 @{ $tax_location{ $taxitem } };
3048 push @cust_bill_pkg_tax_rate_location,
3049 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3050 @{ $tax_rate_location{ $taxitem } };
3054 $tax = sprintf('%.2f', $tax );
3056 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3062 if ( $pkg_category and
3063 $conf->config('invoice_latexsummary') ||
3064 $conf->config('invoice_htmlsummary')
3068 my %hash = ( 'section' => $pkg_category->categoryname );
3069 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3073 push @tax_line_items, new FS::cust_bill_pkg {
3079 'itemdesc' => $taxname,
3080 'display' => \@display,
3081 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3082 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3091 my ($self, %params) = @_;
3093 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3094 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3095 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3096 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3097 my $total_setup = $params{setup} or die "no setup accumulator specified";
3098 my $total_recur = $params{recur} or die "no recur accumulator specified";
3099 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3100 my $time = $params{'time'} or die "no time specified";
3101 my (%options) = %{$params{options}};
3104 my $real_pkgpart = $params{real_pkgpart};
3105 my %hash = $cust_pkg->hash;
3106 my $old_cust_pkg = new FS::cust_pkg \%hash;
3112 $cust_pkg->pkgpart($part_pkg->pkgpart);
3120 if ( $options{'resetup'}
3121 || ( ! $cust_pkg->setup
3122 && ( ! $cust_pkg->start_date
3123 || $cust_pkg->start_date <= $time
3125 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3126 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3127 ! $cust_pkg->getfield('susp')
3134 warn " bill setup\n" if $DEBUG > 1;
3137 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3138 return "$@ running calc_setup for $cust_pkg\n"
3141 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3143 $cust_pkg->setfield('setup', $time)
3144 unless $cust_pkg->setup;
3145 #do need it, but it won't get written to the db
3146 #|| $cust_pkg->pkgpart != $real_pkgpart;
3148 $cust_pkg->setfield('start_date', '')
3149 if $cust_pkg->start_date;
3154 # bill recurring fee
3157 #XXX unit stuff here too
3161 if ( ! $cust_pkg->get('susp')
3162 and ! $cust_pkg->get('start_date')
3163 and ( $part_pkg->getfield('freq') ne '0'
3164 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3166 || ( $part_pkg->plan eq 'voip_cdr'
3167 && $part_pkg->option('bill_every_call')
3169 || ( $options{cancel} )
3172 # XXX should this be a package event? probably. events are called
3173 # at collection time at the moment, though...
3174 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3175 if $part_pkg->can('reset_usage');
3176 #don't want to reset usage just cause we want a line item??
3177 #&& $part_pkg->pkgpart == $real_pkgpart;
3179 warn " bill recur\n" if $DEBUG > 1;
3182 # XXX shared with $recur_prog
3183 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3187 #over two params! lets at least switch to a hashref for the rest...
3188 my $increment_next_bill = ( $part_pkg->freq ne '0'
3189 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3190 && !$options{cancel}
3192 my %param = ( 'precommit_hooks' => $precommit_hooks,
3193 'increment_next_bill' => $increment_next_bill,
3194 'discounts' => \@discounts,
3197 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3198 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3199 return "$@ running $method for $cust_pkg\n"
3202 if ( $increment_next_bill ) {
3204 my $next_bill = $part_pkg->add_freq($sdate);
3205 return "unparsable frequency: ". $part_pkg->freq
3206 if $next_bill == -1;
3208 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3209 # only for figuring next bill date, nothing else, so, reset $sdate again
3211 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3212 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3213 $cust_pkg->last_bill($sdate);
3215 $cust_pkg->setfield('bill', $next_bill );
3221 warn "\$setup is undefined" unless defined($setup);
3222 warn "\$recur is undefined" unless defined($recur);
3223 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3226 # If there's line items, create em cust_bill_pkg records
3227 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3232 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3233 # hmm.. and if just the options are modified in some weird price plan?
3235 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3238 my $error = $cust_pkg->replace( $old_cust_pkg,
3239 'options' => { $cust_pkg->options },
3241 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3242 if $error; #just in case
3245 $setup = sprintf( "%.2f", $setup );
3246 $recur = sprintf( "%.2f", $recur );
3247 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3248 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3250 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3251 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3254 if ( $setup != 0 || $recur != 0 ) {
3256 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3259 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3261 warn " adding customer package invoice detail: $_\n"
3262 foreach @cust_pkg_detail;
3264 push @details, @cust_pkg_detail;
3266 my $cust_bill_pkg = new FS::cust_bill_pkg {
3267 'pkgnum' => $cust_pkg->pkgnum,
3269 'unitsetup' => $unitsetup,
3271 'unitrecur' => $unitrecur,
3272 'quantity' => $cust_pkg->quantity,
3273 'details' => \@details,
3274 'discounts' => \@discounts,
3275 'hidden' => $part_pkg->hidden,
3278 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3279 $cust_bill_pkg->sdate( $hash{last_bill} );
3280 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3281 $cust_bill_pkg->edate( $time ) if $options{cancel};
3282 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3283 $cust_bill_pkg->sdate( $sdate );
3284 $cust_bill_pkg->edate( $cust_pkg->bill );
3285 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3288 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3289 unless $part_pkg->pkgpart == $real_pkgpart;
3291 $$total_setup += $setup;
3292 $$total_recur += $recur;
3299 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3300 return $error if $error;
3302 push @$cust_bill_pkgs, $cust_bill_pkg;
3304 } #if $setup != 0 || $recur != 0
3314 my $part_pkg = shift;
3315 my $taxlisthash = shift;
3316 my $cust_bill_pkg = shift;
3317 my $cust_pkg = shift;
3318 my $invoice_time = shift;
3319 my $real_pkgpart = shift;
3320 my $options = shift;
3322 my %cust_bill_pkg = ();
3326 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3327 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3328 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3329 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3331 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3333 if ( $conf->exists('enable_taxproducts')
3334 && ( scalar($part_pkg->part_pkg_taxoverride)
3335 || $part_pkg->has_taxproduct
3340 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3341 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3344 foreach my $class (@classes) {
3345 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3346 return $err_or_ref unless ref($err_or_ref);
3347 $taxes{$class} = $err_or_ref;
3350 unless (exists $taxes{''}) {
3351 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3352 return $err_or_ref unless ref($err_or_ref);
3353 $taxes{''} = $err_or_ref;
3358 my @loc_keys = qw( city county state country );
3360 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3361 my $cust_location = $cust_pkg->cust_location;
3362 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3365 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3368 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3371 $taxhash{'taxclass'} = $part_pkg->taxclass;
3374 my %taxhash_elim = %taxhash;
3375 my @elim = qw( city county state );
3378 #first try a match with taxclass
3379 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3381 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3382 #then try a match without taxclass
3383 my %no_taxclass = %taxhash_elim;
3384 $no_taxclass{ 'taxclass' } = '';
3385 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3388 $taxhash_elim{ shift(@elim) } = '';
3390 } while ( !scalar(@taxes) && scalar(@elim) );
3392 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3394 if $self->cust_main_exemption; #just to be safe
3396 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3398 $_->set('pkgnum', $cust_pkg->pkgnum );
3399 $_->set('locationnum', $cust_pkg->locationnum );
3403 $taxes{''} = [ @taxes ];
3404 $taxes{'setup'} = [ @taxes ];
3405 $taxes{'recur'} = [ @taxes ];
3406 $taxes{$_} = [ @taxes ] foreach (@classes);
3408 # # maybe eliminate this entirely, along with all the 0% records
3409 # unless ( @taxes ) {
3411 # "fatal: can't find tax rate for state/county/country/taxclass ".
3412 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3415 } #if $conf->exists('enable_taxproducts') ...
3420 my $separate = $conf->exists('separate_usage');
3421 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3422 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3424 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3425 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3426 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3429 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3430 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3432 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3433 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3435 push @display, new FS::cust_bill_pkg_display
3438 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3442 if ($separate && $section && $summary) {
3443 push @display, new FS::cust_bill_pkg_display { type => 'U',
3448 if ($usage_mandate || $section && $summary) {
3449 $hash{post_total} = 'Y';
3452 $hash{section} = $section if ($separate || $usage_mandate);
3453 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3456 $cust_bill_pkg->set('display', \@display);
3458 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3459 foreach my $key (keys %tax_cust_bill_pkg) {
3460 my @taxes = @{ $taxes{$key} || [] };
3461 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3463 my %localtaxlisthash = ();
3464 foreach my $tax ( @taxes ) {
3466 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3467 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3468 # ' locationnum'. $cust_pkg->locationnum
3469 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3471 $taxlisthash->{ $taxname } ||= [ $tax ];
3472 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3474 $localtaxlisthash{ $taxname } ||= [ $tax ];
3475 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3479 warn "finding taxed taxes...\n" if $DEBUG > 2;
3480 foreach my $tax ( keys %localtaxlisthash ) {
3481 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3482 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3484 next unless $tax_object->can('tax_on_tax');
3486 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3487 my $totname = ref( $tot ). ' '. $tot->taxnum;
3489 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3491 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3493 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3494 my $hashref_or_error =
3495 $tax_object->taxline( $localtaxlisthash{$tax},
3496 'custnum' => $self->custnum,
3497 'invoice_time' => $invoice_time,
3499 return $hashref_or_error
3500 unless ref($hashref_or_error);
3502 $taxlisthash->{ $totname } ||= [ $tot ];
3503 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3515 my $part_pkg = shift;
3519 my $geocode = $self->geocode('cch');
3521 my @taxclassnums = map { $_->taxclassnum }
3522 $part_pkg->part_pkg_taxoverride($class);
3524 unless (@taxclassnums) {
3525 @taxclassnums = map { $_->taxclassnum }
3526 grep { $_->taxable eq 'Y' }
3527 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3529 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3534 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3536 @taxes = qsearch({ 'table' => 'tax_rate',
3537 'hashref' => { 'geocode' => $geocode, },
3538 'extra_sql' => $extra_sql,
3540 if scalar(@taxclassnums);
3542 warn "Found taxes ".
3543 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3550 =item collect [ HASHREF | OPTION => VALUE ... ]
3552 (Attempt to) collect money for this customer's outstanding invoices (see
3553 L<FS::cust_bill>). Usually used after the bill method.
3555 Actions are now triggered by billing events; see L<FS::part_event> and the
3556 billing events web interface. Old-style invoice events (see
3557 L<FS::part_bill_event>) have been deprecated.
3559 If there is an error, returns the error, otherwise returns false.
3561 Options are passed as name-value pairs.
3563 Currently available options are:
3569 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.
3573 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3577 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3581 set true to surpress email card/ACH decline notices.
3585 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)
3591 # allows for one time override of normal customer billing method
3596 my( $self, %options ) = @_;
3597 my $invoice_time = $options{'invoice_time'} || time;
3600 local $SIG{HUP} = 'IGNORE';
3601 local $SIG{INT} = 'IGNORE';
3602 local $SIG{QUIT} = 'IGNORE';
3603 local $SIG{TERM} = 'IGNORE';
3604 local $SIG{TSTP} = 'IGNORE';
3605 local $SIG{PIPE} = 'IGNORE';
3607 my $oldAutoCommit = $FS::UID::AutoCommit;
3608 local $FS::UID::AutoCommit = 0;
3611 $self->select_for_update; #mutex
3614 my $balance = $self->balance;
3615 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3618 if ( exists($options{'retry_card'}) ) {
3619 carp 'retry_card option passed to collect is deprecated; use retry';
3620 $options{'retry'} ||= $options{'retry_card'};
3622 if ( exists($options{'retry'}) && $options{'retry'} ) {
3623 my $error = $self->retry_realtime;
3625 $dbh->rollback if $oldAutoCommit;
3630 my $error = $self->do_cust_event(
3631 'debug' => ( $options{'debug'} || 0 ),
3632 'time' => $invoice_time,
3633 'check_freq' => $options{'check_freq'},
3634 'stage' => 'collect',
3637 $dbh->rollback if $oldAutoCommit;
3641 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3646 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3648 Runs billing events; see L<FS::part_event> and the billing events web
3651 If there is an error, returns the error, otherwise returns false.
3653 Options are passed as name-value pairs.
3655 Currently available options are:
3661 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.
3665 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3669 "collect" (the default) or "pre-bill"
3673 set true to surpress email card/ACH decline notices.
3677 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)
3683 # allows for one time override of normal customer billing method
3687 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3690 my( $self, %options ) = @_;
3691 my $time = $options{'time'} || time;
3694 local $SIG{HUP} = 'IGNORE';
3695 local $SIG{INT} = 'IGNORE';
3696 local $SIG{QUIT} = 'IGNORE';
3697 local $SIG{TERM} = 'IGNORE';
3698 local $SIG{TSTP} = 'IGNORE';
3699 local $SIG{PIPE} = 'IGNORE';
3701 my $oldAutoCommit = $FS::UID::AutoCommit;
3702 local $FS::UID::AutoCommit = 0;
3705 $self->select_for_update; #mutex
3708 my $balance = $self->balance;
3709 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3712 # if ( exists($options{'retry_card'}) ) {
3713 # carp 'retry_card option passed to collect is deprecated; use retry';
3714 # $options{'retry'} ||= $options{'retry_card'};
3716 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3717 # my $error = $self->retry_realtime;
3719 # $dbh->rollback if $oldAutoCommit;
3724 # false laziness w/pay_batch::import_results
3726 my $due_cust_event = $self->due_cust_event(
3727 'debug' => ( $options{'debug'} || 0 ),
3729 'check_freq' => $options{'check_freq'},
3730 'stage' => ( $options{'stage'} || 'collect' ),
3732 unless( ref($due_cust_event) ) {
3733 $dbh->rollback if $oldAutoCommit;
3734 return $due_cust_event;
3737 foreach my $cust_event ( @$due_cust_event ) {
3741 #re-eval event conditions (a previous event could have changed things)
3742 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3743 #don't leave stray "new/locked" records around
3744 my $error = $cust_event->delete;
3746 #gah, even with transactions
3747 $dbh->commit if $oldAutoCommit; #well.
3754 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3755 warn " running cust_event ". $cust_event->eventnum. "\n"
3759 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3760 if ( my $error = $cust_event->do_event() ) {
3761 #XXX wtf is this? figure out a proper dealio with return value
3763 # gah, even with transactions.
3764 $dbh->commit if $oldAutoCommit; #well.
3771 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3776 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3778 Inserts database records for and returns an ordered listref of new events due
3779 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3780 events are due, an empty listref is returned. If there is an error, returns a
3781 scalar error message.
3783 To actually run the events, call each event's test_condition method, and if
3784 still true, call the event's do_event method.
3786 Options are passed as a hashref or as a list of name-value pairs. Available
3793 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3797 "collect" (the default) or "pre-bill"
3801 "Current time" for the events.
3805 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3809 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3813 Explicitly pass the objects to be tested (typically used with eventtable).
3817 Set to true to return the objects, but not actually insert them into the
3824 sub due_cust_event {
3826 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3829 #my $DEBUG = $opt{'debug'}
3830 local($DEBUG) = $opt{'debug'}
3831 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3833 warn "$me due_cust_event called with options ".
3834 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3837 $opt{'time'} ||= time;
3839 local $SIG{HUP} = 'IGNORE';
3840 local $SIG{INT} = 'IGNORE';
3841 local $SIG{QUIT} = 'IGNORE';
3842 local $SIG{TERM} = 'IGNORE';
3843 local $SIG{TSTP} = 'IGNORE';
3844 local $SIG{PIPE} = 'IGNORE';
3846 my $oldAutoCommit = $FS::UID::AutoCommit;
3847 local $FS::UID::AutoCommit = 0;
3850 $self->select_for_update #mutex
3851 unless $opt{testonly};
3854 # find possible events (initial search)
3857 my @cust_event = ();
3859 my @eventtable = $opt{'eventtable'}
3860 ? ( $opt{'eventtable'} )
3861 : FS::part_event->eventtables_runorder;
3863 foreach my $eventtable ( @eventtable ) {
3866 if ( $opt{'objects'} ) {
3868 @objects = @{ $opt{'objects'} };
3872 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3873 @objects = ( $eventtable eq 'cust_main' )
3875 : ( $self->$eventtable() );
3879 my @e_cust_event = ();
3881 my $cross = "CROSS JOIN $eventtable";
3882 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3883 unless $eventtable eq 'cust_main';
3885 foreach my $object ( @objects ) {
3887 #this first search uses the condition_sql magic for optimization.
3888 #the more possible events we can eliminate in this step the better
3890 my $cross_where = '';
3891 my $pkey = $object->primary_key;
3892 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3894 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3896 FS::part_event_condition->where_conditions_sql( $eventtable,
3897 'time'=>$opt{'time'}
3899 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3901 $extra_sql = "AND $extra_sql" if $extra_sql;
3903 #here is the agent virtualization
3904 $extra_sql .= " AND ( part_event.agentnum IS NULL
3905 OR part_event.agentnum = ". $self->agentnum. ' )';
3907 $extra_sql .= " $order";
3909 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3910 if $opt{'debug'} > 2;
3911 my @part_event = qsearch( {
3912 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3913 'select' => 'part_event.*',
3914 'table' => 'part_event',
3915 'addl_from' => "$cross $join",
3916 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3917 'eventtable' => $eventtable,
3920 'extra_sql' => "AND $cross_where $extra_sql",
3924 my $pkey = $object->primary_key;
3925 warn " ". scalar(@part_event).
3926 " possible events found for $eventtable ". $object->$pkey(). "\n";
3929 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3933 warn " ". scalar(@e_cust_event).
3934 " subtotal possible cust events found for $eventtable\n"
3937 push @cust_event, @e_cust_event;
3941 warn " ". scalar(@cust_event).
3942 " total possible cust events found in initial search\n"
3950 $opt{stage} ||= 'collect';
3952 grep { my $stage = $_->part_event->event_stage;
3953 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3963 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3964 'stats_hashref' => \%unsat ),
3967 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3970 warn " invalid conditions not eliminated with condition_sql:\n".
3971 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3972 if keys %unsat && $DEBUG; # > 1;
3978 unless( $opt{testonly} ) {
3979 foreach my $cust_event ( @cust_event ) {
3981 my $error = $cust_event->insert();
3983 $dbh->rollback if $oldAutoCommit;
3990 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3996 warn " returning events: ". Dumper(@cust_event). "\n"
4003 =item retry_realtime
4005 Schedules realtime / batch credit card / electronic check / LEC billing
4006 events for for retry. Useful if card information has changed or manual
4007 retry is desired. The 'collect' method must be called to actually retry
4010 Implementation details: For either this customer, or for each of this
4011 customer's open invoices, changes the status of the first "done" (with
4012 statustext error) realtime processing event to "failed".
4016 sub retry_realtime {
4019 local $SIG{HUP} = 'IGNORE';
4020 local $SIG{INT} = 'IGNORE';
4021 local $SIG{QUIT} = 'IGNORE';
4022 local $SIG{TERM} = 'IGNORE';
4023 local $SIG{TSTP} = 'IGNORE';
4024 local $SIG{PIPE} = 'IGNORE';
4026 my $oldAutoCommit = $FS::UID::AutoCommit;
4027 local $FS::UID::AutoCommit = 0;
4030 #a little false laziness w/due_cust_event (not too bad, really)
4032 my $join = FS::part_event_condition->join_conditions_sql;
4033 my $order = FS::part_event_condition->order_conditions_sql;
4036 . join ( ' OR ' , map {
4037 "( part_event.eventtable = " . dbh->quote($_)
4038 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4039 } FS::part_event->eventtables)
4042 #here is the agent virtualization
4043 my $agent_virt = " ( part_event.agentnum IS NULL
4044 OR part_event.agentnum = ". $self->agentnum. ' )';
4046 #XXX this shouldn't be hardcoded, actions should declare it...
4047 my @realtime_events = qw(
4048 cust_bill_realtime_card
4049 cust_bill_realtime_check
4050 cust_bill_realtime_lec
4054 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4059 my @cust_event = qsearchs({
4060 'table' => 'cust_event',
4061 'select' => 'cust_event.*',
4062 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4063 'hashref' => { 'status' => 'done' },
4064 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4065 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4068 my %seen_invnum = ();
4069 foreach my $cust_event (@cust_event) {
4071 #max one for the customer, one for each open invoice
4072 my $cust_X = $cust_event->cust_X;
4073 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4077 or $cust_event->part_event->eventtable eq 'cust_bill'
4080 my $error = $cust_event->retry;
4082 $dbh->rollback if $oldAutoCommit;
4083 return "error scheduling event for retry: $error";
4088 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4096 =item realtime_collect [ OPTION => VALUE ... ]
4098 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4099 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4100 gateway. See L<http://420.am/business-onlinepayment> and
4101 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4103 On failure returns an error message.
4105 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.
4107 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4109 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4110 then it is deduced from the customer record.
4112 If no I<amount> is specified, then the customer balance is used.
4114 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4115 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4116 if set, will override the value from the customer record.
4118 I<description> is a free-text field passed to the gateway. It defaults to
4119 the value defined by the business-onlinepayment-description configuration
4120 option, or "Internet services" if that is unset.
4122 If an I<invnum> is specified, this payment (if successful) is applied to the
4123 specified invoice. If you don't specify an I<invnum> you might want to
4124 call the B<apply_payments> method or set the I<apply> option.
4126 I<apply> can be set to true to apply a resulting payment.
4128 I<quiet> can be set true to surpress email decline notices.
4130 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4131 resulting paynum, if any.
4133 I<payunique> is a unique identifier for this payment.
4135 I<session_id> is a session identifier associated with this payment.
4137 I<depend_jobnum> allows payment capture to unlock export jobs
4141 sub realtime_collect {
4142 my( $self, %options ) = @_;
4145 warn "$me realtime_collect:\n";
4146 warn " $_ => $options{$_}\n" foreach keys %options;
4149 $options{amount} = $self->balance unless exists( $options{amount} );
4150 $options{method} = FS::payby->payby2bop($self->payby)
4151 unless exists( $options{method} );
4153 return $self->realtime_bop({%options});
4157 =item realtime_bop { [ ARG => VALUE ... ] }
4159 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4160 via a Business::OnlinePayment realtime gateway. See
4161 L<http://420.am/business-onlinepayment> for supported gateways.
4163 Required arguments in the hashref are I<method>, and I<amount>
4165 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4167 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4169 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4170 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4171 if set, will override the value from the customer record.
4173 I<description> is a free-text field passed to the gateway. It defaults to
4174 the value defined by the business-onlinepayment-description configuration
4175 option, or "Internet services" if that is unset.
4177 If an I<invnum> is specified, this payment (if successful) is applied to the
4178 specified invoice. If you don't specify an I<invnum> you might want to
4179 call the B<apply_payments> method or set the I<apply> option.
4181 I<apply> can be set to true to apply a resulting payment.
4183 I<quiet> can be set true to surpress email decline notices.
4185 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4186 resulting paynum, if any.
4188 I<payunique> is a unique identifier for this payment.
4190 I<session_id> is a session identifier associated with this payment.
4192 I<depend_jobnum> allows payment capture to unlock export jobs
4194 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4198 # some helper routines
4199 sub _bop_recurring_billing {
4200 my( $self, %opt ) = @_;
4202 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4204 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4206 return 1 if $opt{'trans_is_recur'};
4210 my %hash = ( 'custnum' => $self->custnum,
4215 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4216 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4226 sub _payment_gateway {
4227 my ($self, $options) = @_;
4229 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4230 unless exists($options->{payment_gateway});
4232 $options->{payment_gateway};
4236 my ($self, $options) = @_;
4239 'login' => $options->{payment_gateway}->gateway_username,
4240 'password' => $options->{payment_gateway}->gateway_password,
4245 my ($self, $options) = @_;
4247 $options->{payment_gateway}->gatewaynum
4248 ? $options->{payment_gateway}->options
4249 : @{ $options->{payment_gateway}->get('options') };
4254 my ($self, $options) = @_;
4256 unless ( $options->{'description'} ) {
4257 if ( $conf->exists('business-onlinepayment-description') ) {
4258 my $dtempl = $conf->config('business-onlinepayment-description');
4260 my $agent = $self->agent->agent;
4262 $options->{'description'} = eval qq("$dtempl");
4264 $options->{'description'} = 'Internet services';
4268 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4269 $options->{invnum} ||= '';
4270 $options->{payname} = $self->payname unless exists( $options->{payname} );
4274 my ($self, $options) = @_;
4277 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4278 $content{customer_ip} = $payip if length($payip);
4280 $content{invoice_number} = $options->{'invnum'}
4281 if exists($options->{'invnum'}) && length($options->{'invnum'});
4283 $content{email_customer} =
4284 ( $conf->exists('business-onlinepayment-email_customer')
4285 || $conf->exists('business-onlinepayment-email-override') );
4287 my ($payname, $payfirst, $paylast);
4288 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4289 ($payname = $options->{payname}) =~
4290 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4291 or return "Illegal payname $payname";
4292 ($payfirst, $paylast) = ($1, $2);
4294 $payfirst = $self->getfield('first');
4295 $paylast = $self->getfield('last');
4296 $payname = "$payfirst $paylast";
4299 $content{last_name} = $paylast;
4300 $content{first_name} = $payfirst;
4302 $content{name} = $payname;
4304 $content{address} = exists($options->{'address1'})
4305 ? $options->{'address1'}
4307 my $address2 = exists($options->{'address2'})
4308 ? $options->{'address2'}
4310 $content{address} .= ", ". $address2 if length($address2);
4312 $content{city} = exists($options->{city})
4315 $content{state} = exists($options->{state})
4318 $content{zip} = exists($options->{zip})
4321 $content{country} = exists($options->{country})
4322 ? $options->{country}
4325 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4326 $content{phone} = $self->daytime || $self->night;
4331 my %bop_method2payby = (
4341 if (ref($_[0]) eq 'HASH') {
4342 %options = %{$_[0]};
4344 my ( $method, $amount ) = ( shift, shift );
4346 $options{method} = $method;
4347 $options{amount} = $amount;
4351 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4352 warn " $_ => $options{$_}\n" foreach keys %options;
4355 return $self->fake_bop(%options) if $options{'fake'};
4357 $self->_bop_defaults(\%options);
4360 # set trans_is_recur based on invnum if there is one
4363 my $trans_is_recur = 0;
4364 if ( $options{'invnum'} ) {
4366 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4367 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4370 map { $_->part_pkg }
4372 map { $_->cust_pkg }
4373 $cust_bill->cust_bill_pkg;
4376 if grep { $_->freq ne '0' } @part_pkg;
4384 my $payment_gateway = $self->_payment_gateway( \%options );
4385 my $namespace = $payment_gateway->gateway_namespace;
4387 warn "use $namespace"; #if $DEBUG #erroring out??
4388 eval "use $namespace";
4392 # check for banned credit card/ACH
4395 my $ban = qsearchs('banned_pay', {
4396 'payby' => $bop_method2payby{$options{method}},
4397 'payinfo' => md5_base64($options{payinfo}),
4399 return "Banned credit card" if $ban;
4405 my $bop_content = $self->_bop_content(\%options);
4406 return $bop_content unless ref($bop_content);
4408 my @invoicing_list = $self->invoicing_list_emailonly;
4409 if ( $conf->exists('emailinvoiceautoalways')
4410 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4411 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4412 push @invoicing_list, $self->all_emails;
4415 my $email = ($conf->exists('business-onlinepayment-email-override'))
4416 ? $conf->config('business-onlinepayment-email-override')
4417 : $invoicing_list[0];
4421 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4423 $content{card_number} = $options{payinfo};
4424 $paydate = exists($options{'paydate'})
4425 ? $options{'paydate'}
4427 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4428 $content{expiration} = "$2/$1";
4430 my $paycvv = exists($options{'paycvv'})
4431 ? $options{'paycvv'}
4433 $content{cvv2} = $paycvv
4436 my $paystart_month = exists($options{'paystart_month'})
4437 ? $options{'paystart_month'}
4438 : $self->paystart_month;
4440 my $paystart_year = exists($options{'paystart_year'})
4441 ? $options{'paystart_year'}
4442 : $self->paystart_year;
4444 $content{card_start} = "$paystart_month/$paystart_year"
4445 if $paystart_month && $paystart_year;
4447 my $payissue = exists($options{'payissue'})
4448 ? $options{'payissue'}
4450 $content{issue_number} = $payissue if $payissue;
4452 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4453 'trans_is_recur' => $trans_is_recur,
4457 $content{recurring_billing} = 'YES';
4458 $content{acct_code} = 'rebill'
4459 if $conf->exists('credit_card-recurring_billing_acct_code');
4462 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4463 ( $content{account_number}, $content{routing_code} ) =
4464 split('@', $options{payinfo});
4465 $content{bank_name} = $options{payname};
4466 $content{bank_state} = exists($options{'paystate'})
4467 ? $options{'paystate'}
4468 : $self->getfield('paystate');
4469 $content{account_type} = exists($options{'paytype'})
4470 ? uc($options{'paytype'}) || 'CHECKING'
4471 : uc($self->getfield('paytype')) || 'CHECKING';
4472 $content{account_name} = $self->getfield('first'). ' '.
4473 $self->getfield('last');
4475 $content{customer_org} = $self->company ? 'B' : 'I';
4476 $content{state_id} = exists($options{'stateid'})
4477 ? $options{'stateid'}
4478 : $self->getfield('stateid');
4479 $content{state_id_state} = exists($options{'stateid_state'})
4480 ? $options{'stateid_state'}
4481 : $self->getfield('stateid_state');
4482 $content{customer_ssn} = exists($options{'ss'})
4485 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4486 $content{phone} = $options{payinfo};
4487 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4494 # run transaction(s)
4497 my $balance = exists( $options{'balance'} )
4498 ? $options{'balance'}
4501 $self->select_for_update; #mutex ... just until we get our pending record in
4503 #the checks here are intended to catch concurrent payments
4504 #double-form-submission prevention is taken care of in cust_pay_pending::check
4507 return "The customer's balance has changed; $options{method} transaction aborted."
4508 if $self->balance < $balance;
4509 #&& $self->balance < $options{amount}; #might as well anyway?
4511 #also check and make sure there aren't *other* pending payments for this cust
4513 my @pending = qsearch('cust_pay_pending', {
4514 'custnum' => $self->custnum,
4515 'status' => { op=>'!=', value=>'done' }
4517 return "A payment is already being processed for this customer (".
4518 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4519 "); $options{method} transaction aborted."
4520 if scalar(@pending);
4522 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4524 my $cust_pay_pending = new FS::cust_pay_pending {
4525 'custnum' => $self->custnum,
4526 #'invnum' => $options{'invnum'},
4527 'paid' => $options{amount},
4529 'payby' => $bop_method2payby{$options{method}},
4530 'payinfo' => $options{payinfo},
4531 'paydate' => $paydate,
4532 'recurring_billing' => $content{recurring_billing},
4533 'pkgnum' => $options{'pkgnum'},
4535 'gatewaynum' => $payment_gateway->gatewaynum || '',
4536 'session_id' => $options{session_id} || '',
4537 'jobnum' => $options{depend_jobnum} || '',
4539 $cust_pay_pending->payunique( $options{payunique} )
4540 if defined($options{payunique}) && length($options{payunique});
4541 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4542 return $cpp_new_err if $cpp_new_err;
4544 my( $action1, $action2 ) =
4545 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4547 my $transaction = new $namespace( $payment_gateway->gateway_module,
4548 $self->_bop_options(\%options),
4551 $transaction->content(
4552 'type' => $options{method},
4553 $self->_bop_auth(\%options),
4554 'action' => $action1,
4555 'description' => $options{'description'},
4556 'amount' => $options{amount},
4557 #'invoice_number' => $options{'invnum'},
4558 'customer_id' => $self->custnum,
4560 'reference' => $cust_pay_pending->paypendingnum, #for now
4565 $cust_pay_pending->status('pending');
4566 my $cpp_pending_err = $cust_pay_pending->replace;
4567 return $cpp_pending_err if $cpp_pending_err;
4570 my $BOP_TESTING = 0;
4571 my $BOP_TESTING_SUCCESS = 1;
4573 unless ( $BOP_TESTING ) {
4574 $transaction->test_transaction(1)
4575 if $conf->exists('business-onlinepayment-test_transaction');
4576 $transaction->submit();
4578 if ( $BOP_TESTING_SUCCESS ) {
4579 $transaction->is_success(1);
4580 $transaction->authorization('fake auth');
4582 $transaction->is_success(0);
4583 $transaction->error_message('fake failure');
4587 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4589 return { reference => $cust_pay_pending->paypendingnum,
4590 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4592 } elsif ( $transaction->is_success() && $action2 ) {
4594 $cust_pay_pending->status('authorized');
4595 my $cpp_authorized_err = $cust_pay_pending->replace;
4596 return $cpp_authorized_err if $cpp_authorized_err;
4598 my $auth = $transaction->authorization;
4599 my $ordernum = $transaction->can('order_number')
4600 ? $transaction->order_number
4604 new Business::OnlinePayment( $payment_gateway->gateway_module,
4605 $self->_bop_options(\%options),
4610 type => $options{method},
4612 $self->_bop_auth(\%options),
4613 order_number => $ordernum,
4614 amount => $options{amount},
4615 authorization => $auth,
4616 description => $options{'description'},
4619 foreach my $field (qw( authorization_source_code returned_ACI
4620 transaction_identifier validation_code
4621 transaction_sequence_num local_transaction_date
4622 local_transaction_time AVS_result_code )) {
4623 $capture{$field} = $transaction->$field() if $transaction->can($field);
4626 $capture->content( %capture );
4628 $capture->test_transaction(1)
4629 if $conf->exists('business-onlinepayment-test_transaction');
4632 unless ( $capture->is_success ) {
4633 my $e = "Authorization successful but capture failed, custnum #".
4634 $self->custnum. ': '. $capture->result_code.
4635 ": ". $capture->error_message;
4643 # remove paycvv after initial transaction
4646 #false laziness w/misc/process/payment.cgi - check both to make sure working
4648 if ( defined $self->dbdef_table->column('paycvv')
4649 && length($self->paycvv)
4650 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4652 my $error = $self->remove_cvv;
4654 warn "WARNING: error removing cvv: $error\n";
4663 if ( $transaction->can('card_token') && $transaction->card_token ) {
4665 $self->card_token($transaction->card_token);
4667 if ( $options{'payinfo'} eq $self->payinfo ) {
4668 $self->payinfo($transaction->card_token);
4669 my $error = $self->replace;
4671 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4681 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4693 if (ref($_[0]) eq 'HASH') {
4694 %options = %{$_[0]};
4696 my ( $method, $amount ) = ( shift, shift );
4698 $options{method} = $method;
4699 $options{amount} = $amount;
4702 if ( $options{'fake_failure'} ) {
4703 return "Error: No error; test failure requested with fake_failure";
4707 #if ( $payment_gateway->gatewaynum ) { # agent override
4708 # $paybatch = $payment_gateway->gatewaynum. '-';
4711 #$paybatch .= "$processor:". $transaction->authorization;
4713 #$paybatch .= ':'. $transaction->order_number
4714 # if $transaction->can('order_number')
4715 # && length($transaction->order_number);
4717 my $paybatch = 'FakeProcessor:54:32';
4719 my $cust_pay = new FS::cust_pay ( {
4720 'custnum' => $self->custnum,
4721 'invnum' => $options{'invnum'},
4722 'paid' => $options{amount},
4724 'payby' => $bop_method2payby{$options{method}},
4725 #'payinfo' => $payinfo,
4726 'payinfo' => '4111111111111111',
4727 'paybatch' => $paybatch,
4728 #'paydate' => $paydate,
4729 'paydate' => '2012-05-01',
4731 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4733 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4736 $cust_pay->invnum(''); #try again with no specific invnum
4737 my $error2 = $cust_pay->insert( $options{'manual'} ?
4738 ( 'manual' => 1 ) : ()
4741 # gah, even with transactions.
4742 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4743 "error inserting (fake!) payment: $error2".
4744 " (previously tried insert with invnum #$options{'invnum'}" .
4751 if ( $options{'paynum_ref'} ) {
4752 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4755 return ''; #no error
4760 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4762 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4763 # phone bill transaction.
4765 sub _realtime_bop_result {
4766 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4768 warn "$me _realtime_bop_result: pending transaction ".
4769 $cust_pay_pending->paypendingnum. "\n";
4770 warn " $_ => $options{$_}\n" foreach keys %options;
4773 my $payment_gateway = $options{payment_gateway}
4774 or return "no payment gateway in arguments to _realtime_bop_result";
4776 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4777 my $cpp_captured_err = $cust_pay_pending->replace;
4778 return $cpp_captured_err if $cpp_captured_err;
4780 if ( $transaction->is_success() ) {
4783 if ( $payment_gateway->gatewaynum ) { # agent override
4784 $paybatch = $payment_gateway->gatewaynum. '-';
4787 $paybatch .= $payment_gateway->gateway_module. ":".
4788 $transaction->authorization;
4790 $paybatch .= ':'. $transaction->order_number
4791 if $transaction->can('order_number')
4792 && length($transaction->order_number);
4794 my $cust_pay = new FS::cust_pay ( {
4795 'custnum' => $self->custnum,
4796 'invnum' => $options{'invnum'},
4797 'paid' => $cust_pay_pending->paid,
4799 'payby' => $cust_pay_pending->payby,
4800 #'payinfo' => $payinfo,
4801 'paybatch' => $paybatch,
4802 'paydate' => $cust_pay_pending->paydate,
4803 'pkgnum' => $cust_pay_pending->pkgnum,
4805 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4806 $cust_pay->payunique( $options{payunique} )
4807 if defined($options{payunique}) && length($options{payunique});
4809 my $oldAutoCommit = $FS::UID::AutoCommit;
4810 local $FS::UID::AutoCommit = 0;
4813 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4815 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4818 $cust_pay->invnum(''); #try again with no specific invnum
4819 my $error2 = $cust_pay->insert( $options{'manual'} ?
4820 ( 'manual' => 1 ) : ()
4823 # gah. but at least we have a record of the state we had to abort in
4824 # from cust_pay_pending now.
4825 my $e = "WARNING: $options{method} captured but payment not recorded -".
4826 " error inserting payment (". $payment_gateway->gateway_module.
4828 " (previously tried insert with invnum #$options{'invnum'}" .
4829 ": $error ) - pending payment saved as paypendingnum ".
4830 $cust_pay_pending->paypendingnum. "\n";
4836 my $jobnum = $cust_pay_pending->jobnum;
4838 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4840 unless ( $placeholder ) {
4841 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4842 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4843 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4848 $error = $placeholder->delete;
4851 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4852 my $e = "WARNING: $options{method} captured but could not delete ".
4853 "job $jobnum for paypendingnum ".
4854 $cust_pay_pending->paypendingnum. ": $error\n";
4861 if ( $options{'paynum_ref'} ) {
4862 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4865 $cust_pay_pending->status('done');
4866 $cust_pay_pending->statustext('captured');
4867 $cust_pay_pending->paynum($cust_pay->paynum);
4868 my $cpp_done_err = $cust_pay_pending->replace;
4870 if ( $cpp_done_err ) {
4872 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4873 my $e = "WARNING: $options{method} captured but payment not recorded - ".
4874 "error updating status for paypendingnum ".
4875 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4881 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4883 if ( $options{'apply'} ) {
4884 my $apply_error = $self->apply_payments_and_credits;
4885 if ( $apply_error ) {
4886 warn "WARNING: error applying payment: $apply_error\n";
4887 #but we still should return no error cause the payment otherwise went
4892 return ''; #no error
4898 my $perror = $payment_gateway->gateway_module. " error: ".
4899 $transaction->error_message;
4901 my $jobnum = $cust_pay_pending->jobnum;
4903 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4905 if ( $placeholder ) {
4906 my $error = $placeholder->depended_delete;
4907 $error ||= $placeholder->delete;
4908 warn "error removing provisioning jobs after declined paypendingnum ".
4909 $cust_pay_pending->paypendingnum. "\n";
4911 my $e = "error finding job $jobnum for declined paypendingnum ".
4912 $cust_pay_pending->paypendingnum. "\n";
4918 unless ( $transaction->error_message ) {
4921 if ( $transaction->can('response_page') ) {
4923 'page' => ( $transaction->can('response_page')
4924 ? $transaction->response_page
4927 'code' => ( $transaction->can('response_code')
4928 ? $transaction->response_code
4931 'headers' => ( $transaction->can('response_headers')
4932 ? $transaction->response_headers
4938 "No additional debugging information available for ".
4939 $payment_gateway->gateway_module;
4942 $perror .= "No error_message returned from ".
4943 $payment_gateway->gateway_module. " -- ".
4944 ( ref($t_response) ? Dumper($t_response) : $t_response );
4948 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4949 && $conf->exists('emaildecline')
4950 && grep { $_ ne 'POST' } $self->invoicing_list
4951 && ! grep { $transaction->error_message =~ /$_/ }
4952 $conf->config('emaildecline-exclude')
4954 my @templ = $conf->config('declinetemplate');
4955 my $template = new Text::Template (
4957 SOURCE => [ map "$_\n", @templ ],
4958 ) or return "($perror) can't create template: $Text::Template::ERROR";
4959 $template->compile()
4960 or return "($perror) can't compile template: $Text::Template::ERROR";
4964 scalar( $conf->config('company_name', $self->agentnum ) ),
4965 'company_address' =>
4966 join("\n", $conf->config('company_address', $self->agentnum ) ),
4967 'error' => $transaction->error_message,
4970 my $error = send_email(
4971 'from' => $conf->config('invoice_from', $self->agentnum ),
4972 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4973 'subject' => 'Your payment could not be processed',
4974 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4977 $perror .= " (also received error sending decline notification: $error)"
4982 $cust_pay_pending->status('done');
4983 $cust_pay_pending->statustext("declined: $perror");
4984 my $cpp_done_err = $cust_pay_pending->replace;
4985 if ( $cpp_done_err ) {
4986 my $e = "WARNING: $options{method} declined but pending payment not ".
4987 "resolved - error updating status for paypendingnum ".
4988 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4990 $perror = "$e ($perror)";
4998 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5000 Verifies successful third party processing of a realtime credit card,
5001 ACH (electronic check) or phone bill transaction via a
5002 Business::OnlineThirdPartyPayment realtime gateway. See
5003 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5005 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5007 The additional options I<payname>, I<city>, I<state>,
5008 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5009 if set, will override the value from the customer record.
5011 I<description> is a free-text field passed to the gateway. It defaults to
5012 "Internet services".
5014 If an I<invnum> is specified, this payment (if successful) is applied to the
5015 specified invoice. If you don't specify an I<invnum> you might want to
5016 call the B<apply_payments> method.
5018 I<quiet> can be set true to surpress email decline notices.
5020 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5021 resulting paynum, if any.
5023 I<payunique> is a unique identifier for this payment.
5025 Returns a hashref containing elements bill_error (which will be undefined
5026 upon success) and session_id of any associated session.
5030 sub realtime_botpp_capture {
5031 my( $self, $cust_pay_pending, %options ) = @_;
5033 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5034 warn " $_ => $options{$_}\n" foreach keys %options;
5037 eval "use Business::OnlineThirdPartyPayment";
5041 # select the gateway
5044 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5046 my $payment_gateway = $cust_pay_pending->gatewaynum
5047 ? qsearchs( 'payment_gateway',
5048 { gatewaynum => $cust_pay_pending->gatewaynum }
5050 : $self->agent->payment_gateway( 'method' => $method,
5051 # 'invnum' => $cust_pay_pending->invnum,
5052 # 'payinfo' => $cust_pay_pending->payinfo,
5055 $options{payment_gateway} = $payment_gateway; # for the helper subs
5061 my @invoicing_list = $self->invoicing_list_emailonly;
5062 if ( $conf->exists('emailinvoiceautoalways')
5063 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5064 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5065 push @invoicing_list, $self->all_emails;
5068 my $email = ($conf->exists('business-onlinepayment-email-override'))
5069 ? $conf->config('business-onlinepayment-email-override')
5070 : $invoicing_list[0];
5074 $content{email_customer} =
5075 ( $conf->exists('business-onlinepayment-email_customer')
5076 || $conf->exists('business-onlinepayment-email-override') );
5079 # run transaction(s)
5083 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5084 $self->_bop_options(\%options),
5087 $transaction->reference({ %options });
5089 $transaction->content(
5091 $self->_bop_auth(\%options),
5092 'action' => 'Post Authorization',
5093 'description' => $options{'description'},
5094 'amount' => $cust_pay_pending->paid,
5095 #'invoice_number' => $options{'invnum'},
5096 'customer_id' => $self->custnum,
5097 'referer' => 'http://cleanwhisker.420.am/',
5098 'reference' => $cust_pay_pending->paypendingnum,
5100 'phone' => $self->daytime || $self->night,
5102 # plus whatever is required for bogus capture avoidance
5105 $transaction->submit();
5108 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5111 bill_error => $error,
5112 session_id => $cust_pay_pending->session_id,
5117 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5121 sub default_payment_gateway {
5122 my( $self, $method ) = @_;
5124 die "Real-time processing not enabled\n"
5125 unless $conf->exists('business-onlinepayment');
5127 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5130 my $bop_config = 'business-onlinepayment';
5131 $bop_config .= '-ach'
5132 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5133 my ( $processor, $login, $password, $action, @bop_options ) =
5134 $conf->config($bop_config);
5135 $action ||= 'normal authorization';
5136 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5137 die "No real-time processor is enabled - ".
5138 "did you set the business-onlinepayment configuration value?\n"
5141 ( $processor, $login, $password, $action, @bop_options )
5146 Removes the I<paycvv> field from the database directly.
5148 If there is an error, returns the error, otherwise returns false.
5154 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5155 or return dbh->errstr;
5156 $sth->execute($self->custnum)
5157 or return $sth->errstr;
5162 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5164 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5165 via a Business::OnlinePayment realtime gateway. See
5166 L<http://420.am/business-onlinepayment> for supported gateways.
5168 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5170 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5172 Most gateways require a reference to an original payment transaction to refund,
5173 so you probably need to specify a I<paynum>.
5175 I<amount> defaults to the original amount of the payment if not specified.
5177 I<reason> specifies a reason for the refund.
5179 I<paydate> specifies the expiration date for a credit card overriding the
5180 value from the customer record or the payment record. Specified as yyyy-mm-dd
5182 Implementation note: If I<amount> is unspecified or equal to the amount of the
5183 orignal payment, first an attempt is made to "void" the transaction via
5184 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5185 the normal attempt is made to "refund" ("credit") the transaction via the
5186 gateway is attempted.
5188 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5189 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5190 #if set, will override the value from the customer record.
5192 #If an I<invnum> is specified, this payment (if successful) is applied to the
5193 #specified invoice. If you don't specify an I<invnum> you might want to
5194 #call the B<apply_payments> method.
5198 #some false laziness w/realtime_bop, not enough to make it worth merging
5199 #but some useful small subs should be pulled out
5200 sub realtime_refund_bop {
5204 if (ref($_[0]) ne 'HASH') {
5205 %options = %{$_[0]};
5209 $options{method} = $method;
5213 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5214 warn " $_ => $options{$_}\n" foreach keys %options;
5218 # look up the original payment and optionally a gateway for that payment
5222 my $amount = $options{'amount'};
5224 my( $processor, $login, $password, @bop_options, $namespace ) ;
5225 my( $auth, $order_number ) = ( '', '', '' );
5227 if ( $options{'paynum'} ) {
5229 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5230 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5231 or return "Unknown paynum $options{'paynum'}";
5232 $amount ||= $cust_pay->paid;
5234 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5235 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5236 $cust_pay->paybatch;
5237 my $gatewaynum = '';
5238 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5240 if ( $gatewaynum ) { #gateway for the payment to be refunded
5242 my $payment_gateway =
5243 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5244 die "payment gateway $gatewaynum not found"
5245 unless $payment_gateway;
5247 $processor = $payment_gateway->gateway_module;
5248 $login = $payment_gateway->gateway_username;
5249 $password = $payment_gateway->gateway_password;
5250 $namespace = $payment_gateway->gateway_namespace;
5251 @bop_options = $payment_gateway->options;
5253 } else { #try the default gateway
5256 my $payment_gateway =
5257 $self->agent->payment_gateway('method' => $options{method});
5259 ( $conf_processor, $login, $password, $namespace ) =
5260 map { my $method = "gateway_$_"; $payment_gateway->$method }
5261 qw( module username password namespace );
5263 @bop_options = $payment_gateway->gatewaynum
5264 ? $payment_gateway->options
5265 : @{ $payment_gateway->get('options') };
5267 return "processor of payment $options{'paynum'} $processor does not".
5268 " match default processor $conf_processor"
5269 unless $processor eq $conf_processor;
5274 } else { # didn't specify a paynum, so look for agent gateway overrides
5275 # like a normal transaction
5277 my $payment_gateway =
5278 $self->agent->payment_gateway( 'method' => $options{method},
5279 #'payinfo' => $payinfo,
5281 my( $processor, $login, $password, $namespace ) =
5282 map { my $method = "gateway_$_"; $payment_gateway->$method }
5283 qw( module username password namespace );
5285 my @bop_options = $payment_gateway->gatewaynum
5286 ? $payment_gateway->options
5287 : @{ $payment_gateway->get('options') };
5290 return "neither amount nor paynum specified" unless $amount;
5292 eval "use $namespace";
5296 'type' => $options{method},
5298 'password' => $password,
5299 'order_number' => $order_number,
5300 'amount' => $amount,
5301 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5303 $content{authorization} = $auth
5304 if length($auth); #echeck/ACH transactions have an order # but no auth
5305 #(at least with authorize.net)
5307 my $disable_void_after;
5308 if ($conf->exists('disable_void_after')
5309 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5310 $disable_void_after = $1;
5313 #first try void if applicable
5314 if ( $cust_pay && $cust_pay->paid == $amount
5316 ( not defined($disable_void_after) )
5317 || ( time < ($cust_pay->_date + $disable_void_after ) )
5320 warn " attempting void\n" if $DEBUG > 1;
5321 my $void = new Business::OnlinePayment( $processor, @bop_options );
5322 if ( $void->can('info') ) {
5323 if ( $cust_pay->payby eq 'CARD'
5324 && $void->info('CC_void_requires_card') )
5326 $content{'card_number'} = $cust_pay->payinfo;
5327 } elsif ( $cust_pay->payby eq 'CHEK'
5328 && $void->info('ECHECK_void_requires_account') )
5330 ( $content{'account_number'}, $content{'routing_code'} ) =
5331 split('@', $cust_pay->payinfo);
5332 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5335 $void->content( 'action' => 'void', %content );
5336 $void->test_transaction(1)
5337 if $conf->exists('business-onlinepayment-test_transaction');
5339 if ( $void->is_success ) {
5340 my $error = $cust_pay->void($options{'reason'});
5342 # gah, even with transactions.
5343 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5344 "error voiding payment: $error";
5348 warn " void successful\n" if $DEBUG > 1;
5353 warn " void unsuccessful, trying refund\n"
5357 my $address = $self->address1;
5358 $address .= ", ". $self->address2 if $self->address2;
5360 my($payname, $payfirst, $paylast);
5361 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5362 $payname = $self->payname;
5363 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5364 or return "Illegal payname $payname";
5365 ($payfirst, $paylast) = ($1, $2);
5367 $payfirst = $self->getfield('first');
5368 $paylast = $self->getfield('last');
5369 $payname = "$payfirst $paylast";
5372 my @invoicing_list = $self->invoicing_list_emailonly;
5373 if ( $conf->exists('emailinvoiceautoalways')
5374 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5375 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5376 push @invoicing_list, $self->all_emails;
5379 my $email = ($conf->exists('business-onlinepayment-email-override'))
5380 ? $conf->config('business-onlinepayment-email-override')
5381 : $invoicing_list[0];
5383 my $payip = exists($options{'payip'})
5386 $content{customer_ip} = $payip
5390 if ( $options{method} eq 'CC' ) {
5393 $content{card_number} = $payinfo = $cust_pay->payinfo;
5394 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5395 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5396 ($content{expiration} = "$2/$1"); # where available
5398 $content{card_number} = $payinfo = $self->payinfo;
5399 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5400 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5401 $content{expiration} = "$2/$1";
5404 } elsif ( $options{method} eq 'ECHECK' ) {
5407 $payinfo = $cust_pay->payinfo;
5409 $payinfo = $self->payinfo;
5411 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5412 $content{bank_name} = $self->payname;
5413 $content{account_type} = 'CHECKING';
5414 $content{account_name} = $payname;
5415 $content{customer_org} = $self->company ? 'B' : 'I';
5416 $content{customer_ssn} = $self->ss;
5417 } elsif ( $options{method} eq 'LEC' ) {
5418 $content{phone} = $payinfo = $self->payinfo;
5422 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5423 my %sub_content = $refund->content(
5424 'action' => 'credit',
5425 'customer_id' => $self->custnum,
5426 'last_name' => $paylast,
5427 'first_name' => $payfirst,
5429 'address' => $address,
5430 'city' => $self->city,
5431 'state' => $self->state,
5432 'zip' => $self->zip,
5433 'country' => $self->country,
5435 'phone' => $self->daytime || $self->night,
5438 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5440 $refund->test_transaction(1)
5441 if $conf->exists('business-onlinepayment-test_transaction');
5444 return "$processor error: ". $refund->error_message
5445 unless $refund->is_success();
5447 my $paybatch = "$processor:". $refund->authorization;
5448 $paybatch .= ':'. $refund->order_number
5449 if $refund->can('order_number') && $refund->order_number;
5451 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5452 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5453 last unless @cust_bill_pay;
5454 my $cust_bill_pay = pop @cust_bill_pay;
5455 my $error = $cust_bill_pay->delete;
5459 my $cust_refund = new FS::cust_refund ( {
5460 'custnum' => $self->custnum,
5461 'paynum' => $options{'paynum'},
5462 'refund' => $amount,
5464 'payby' => $bop_method2payby{$options{method}},
5465 'payinfo' => $payinfo,
5466 'paybatch' => $paybatch,
5467 'reason' => $options{'reason'} || 'card or ACH refund',
5469 my $error = $cust_refund->insert;
5471 $cust_refund->paynum(''); #try again with no specific paynum
5472 my $error2 = $cust_refund->insert;
5474 # gah, even with transactions.
5475 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5476 "error inserting refund ($processor): $error2".
5477 " (previously tried insert with paynum #$options{'paynum'}" .
5488 =item batch_card OPTION => VALUE...
5490 Adds a payment for this invoice to the pending credit card batch (see
5491 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5492 runs the payment using a realtime gateway.
5497 my ($self, %options) = @_;
5500 if (exists($options{amount})) {
5501 $amount = $options{amount};
5503 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5505 return '' unless $amount > 0;
5507 my $invnum = delete $options{invnum};
5508 my $payby = $options{invnum} || $self->payby; #dubious
5510 if ($options{'realtime'}) {
5511 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5517 my $oldAutoCommit = $FS::UID::AutoCommit;
5518 local $FS::UID::AutoCommit = 0;
5521 #this needs to handle mysql as well as Pg, like svc_acct.pm
5522 #(make it into a common function if folks need to do batching with mysql)
5523 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5524 or return "Cannot lock pay_batch: " . $dbh->errstr;
5528 'payby' => FS::payby->payby2payment($payby),
5531 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5533 unless ( $pay_batch ) {
5534 $pay_batch = new FS::pay_batch \%pay_batch;
5535 my $error = $pay_batch->insert;
5537 $dbh->rollback if $oldAutoCommit;
5538 die "error creating new batch: $error\n";
5542 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5543 'batchnum' => $pay_batch->batchnum,
5544 'custnum' => $self->custnum,
5547 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5549 $options{$_} = '' unless exists($options{$_});
5552 my $cust_pay_batch = new FS::cust_pay_batch ( {
5553 'batchnum' => $pay_batch->batchnum,
5554 'invnum' => $invnum || 0, # is there a better value?
5555 # this field should be
5557 # cust_bill_pay_batch now
5558 'custnum' => $self->custnum,
5559 'last' => $self->getfield('last'),
5560 'first' => $self->getfield('first'),
5561 'address1' => $options{address1} || $self->address1,
5562 'address2' => $options{address2} || $self->address2,
5563 'city' => $options{city} || $self->city,
5564 'state' => $options{state} || $self->state,
5565 'zip' => $options{zip} || $self->zip,
5566 'country' => $options{country} || $self->country,
5567 'payby' => $options{payby} || $self->payby,
5568 'payinfo' => $options{payinfo} || $self->payinfo,
5569 'exp' => $options{paydate} || $self->paydate,
5570 'payname' => $options{payname} || $self->payname,
5571 'amount' => $amount, # consolidating
5574 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5575 if $old_cust_pay_batch;
5578 if ($old_cust_pay_batch) {
5579 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5581 $error = $cust_pay_batch->insert;
5585 $dbh->rollback if $oldAutoCommit;
5589 my $unapplied = $self->total_unapplied_credits
5590 + $self->total_unapplied_payments
5591 + $self->in_transit_payments;
5592 foreach my $cust_bill ($self->open_cust_bill) {
5593 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5594 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5595 'invnum' => $cust_bill->invnum,
5596 'paybatchnum' => $cust_pay_batch->paybatchnum,
5597 'amount' => $cust_bill->owed,
5600 if ($unapplied >= $cust_bill_pay_batch->amount){
5601 $unapplied -= $cust_bill_pay_batch->amount;
5604 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5605 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5607 $error = $cust_bill_pay_batch->insert;
5609 $dbh->rollback if $oldAutoCommit;
5614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5618 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5620 Applies unapplied payments and credits.
5622 In most cases, this new method should be used in place of sequential
5623 apply_payments and apply_credits methods.
5625 A hash of optional arguments may be passed. Currently "manual" is supported.
5626 If true, a payment receipt is sent instead of a statement when
5627 'payment_receipt_email' configuration option is set.
5629 If there is an error, returns the error, otherwise returns false.
5633 sub apply_payments_and_credits {
5634 my( $self, %options ) = @_;
5636 local $SIG{HUP} = 'IGNORE';
5637 local $SIG{INT} = 'IGNORE';
5638 local $SIG{QUIT} = 'IGNORE';
5639 local $SIG{TERM} = 'IGNORE';
5640 local $SIG{TSTP} = 'IGNORE';
5641 local $SIG{PIPE} = 'IGNORE';
5643 my $oldAutoCommit = $FS::UID::AutoCommit;
5644 local $FS::UID::AutoCommit = 0;
5647 $self->select_for_update; #mutex
5649 foreach my $cust_bill ( $self->open_cust_bill ) {
5650 my $error = $cust_bill->apply_payments_and_credits(%options);
5652 $dbh->rollback if $oldAutoCommit;
5653 return "Error applying: $error";
5657 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5662 =item apply_credits OPTION => VALUE ...
5664 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5665 to outstanding invoice balances in chronological order (or reverse
5666 chronological order if the I<order> option is set to B<newest>) and returns the
5667 value of any remaining unapplied credits available for refund (see
5668 L<FS::cust_refund>).
5670 Dies if there is an error.
5678 local $SIG{HUP} = 'IGNORE';
5679 local $SIG{INT} = 'IGNORE';
5680 local $SIG{QUIT} = 'IGNORE';
5681 local $SIG{TERM} = 'IGNORE';
5682 local $SIG{TSTP} = 'IGNORE';
5683 local $SIG{PIPE} = 'IGNORE';
5685 my $oldAutoCommit = $FS::UID::AutoCommit;
5686 local $FS::UID::AutoCommit = 0;
5689 $self->select_for_update; #mutex
5691 unless ( $self->total_unapplied_credits ) {
5692 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5696 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5697 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5699 my @invoices = $self->open_cust_bill;
5700 @invoices = sort { $b->_date <=> $a->_date } @invoices
5701 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5703 if ( $conf->exists('pkg-balances') ) {
5704 # limit @credits to those w/ a pkgnum grepped from $self
5706 foreach my $i (@invoices) {
5707 foreach my $li ( $i->cust_bill_pkg ) {
5708 $pkgnums{$li->pkgnum} = 1;
5711 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5716 foreach my $cust_bill ( @invoices ) {
5718 if ( !defined($credit) || $credit->credited == 0) {
5719 $credit = pop @credits or last;
5723 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5724 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5726 $owed = $cust_bill->owed;
5728 unless ( $owed > 0 ) {
5729 push @credits, $credit;
5733 my $amount = min( $credit->credited, $owed );
5735 my $cust_credit_bill = new FS::cust_credit_bill ( {
5736 'crednum' => $credit->crednum,
5737 'invnum' => $cust_bill->invnum,
5738 'amount' => $amount,
5740 $cust_credit_bill->pkgnum( $credit->pkgnum )
5741 if $conf->exists('pkg-balances') && $credit->pkgnum;
5742 my $error = $cust_credit_bill->insert;
5744 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5748 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5752 my $total_unapplied_credits = $self->total_unapplied_credits;
5754 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5756 return $total_unapplied_credits;
5759 =item apply_payments [ OPTION => VALUE ... ]
5761 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5762 to outstanding invoice balances in chronological order.
5764 #and returns the value of any remaining unapplied payments.
5766 A hash of optional arguments may be passed. Currently "manual" is supported.
5767 If true, a payment receipt is sent instead of a statement when
5768 'payment_receipt_email' configuration option is set.
5770 Dies if there is an error.
5774 sub apply_payments {
5775 my( $self, %options ) = @_;
5777 local $SIG{HUP} = 'IGNORE';
5778 local $SIG{INT} = 'IGNORE';
5779 local $SIG{QUIT} = 'IGNORE';
5780 local $SIG{TERM} = 'IGNORE';
5781 local $SIG{TSTP} = 'IGNORE';
5782 local $SIG{PIPE} = 'IGNORE';
5784 my $oldAutoCommit = $FS::UID::AutoCommit;
5785 local $FS::UID::AutoCommit = 0;
5788 $self->select_for_update; #mutex
5792 my @payments = sort { $b->_date <=> $a->_date }
5793 grep { $_->unapplied > 0 }
5796 my @invoices = sort { $a->_date <=> $b->_date}
5797 grep { $_->owed > 0 }
5800 if ( $conf->exists('pkg-balances') ) {
5801 # limit @payments to those w/ a pkgnum grepped from $self
5803 foreach my $i (@invoices) {
5804 foreach my $li ( $i->cust_bill_pkg ) {
5805 $pkgnums{$li->pkgnum} = 1;
5808 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
5813 foreach my $cust_bill ( @invoices ) {
5815 if ( !defined($payment) || $payment->unapplied == 0 ) {
5816 $payment = pop @payments or last;
5820 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
5821 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
5823 $owed = $cust_bill->owed;
5825 unless ( $owed > 0 ) {
5826 push @payments, $payment;
5830 my $amount = min( $payment->unapplied, $owed );
5832 my $cust_bill_pay = new FS::cust_bill_pay ( {
5833 'paynum' => $payment->paynum,
5834 'invnum' => $cust_bill->invnum,
5835 'amount' => $amount,
5837 $cust_bill_pay->pkgnum( $payment->pkgnum )
5838 if $conf->exists('pkg-balances') && $payment->pkgnum;
5839 my $error = $cust_bill_pay->insert(%options);
5841 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5845 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5849 my $total_unapplied_payments = $self->total_unapplied_payments;
5851 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5853 return $total_unapplied_payments;
5858 Returns the total owed for this customer on all invoices
5859 (see L<FS::cust_bill/owed>).
5865 $self->total_owed_date(2145859200); #12/31/2037
5868 =item total_owed_date TIME
5870 Returns the total owed for this customer on all invoices with date earlier than
5871 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5872 see L<Time::Local> and L<Date::Parse> for conversion functions.
5876 sub total_owed_date {
5880 # my $custnum = $self->custnum;
5882 # my $owed_sql = FS::cust_bill->owed_sql;
5885 # SELECT SUM($owed_sql) FROM cust_bill
5886 # WHERE custnum = $custnum
5887 # AND _date <= $time
5890 # my $sth = dbh->prepare($sql) or die dbh->errstr;
5891 # $sth->execute() or die $sth->errstr;
5893 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
5896 foreach my $cust_bill (
5897 grep { $_->_date <= $time }
5898 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5900 $total_bill += $cust_bill->owed;
5902 sprintf( "%.2f", $total_bill );
5906 =item total_owed_pkgnum PKGNUM
5908 Returns the total owed on all invoices for this customer's specific package
5909 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
5913 sub total_owed_pkgnum {
5914 my( $self, $pkgnum ) = @_;
5915 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
5918 =item total_owed_date_pkgnum TIME PKGNUM
5920 Returns the total owed for this customer's specific package when using
5921 experimental package balances on all invoices with date earlier than
5922 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5923 see L<Time::Local> and L<Date::Parse> for conversion functions.
5927 sub total_owed_date_pkgnum {
5928 my( $self, $time, $pkgnum ) = @_;
5931 foreach my $cust_bill (
5932 grep { $_->_date <= $time }
5933 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5935 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
5937 sprintf( "%.2f", $total_bill );
5943 Returns the total amount of all payments.
5950 $total += $_->paid foreach $self->cust_pay;
5951 sprintf( "%.2f", $total );
5954 =item total_unapplied_credits
5956 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5957 customer. See L<FS::cust_credit/credited>.
5959 =item total_credited
5961 Old name for total_unapplied_credits. Don't use.
5965 sub total_credited {
5966 #carp "total_credited deprecated, use total_unapplied_credits";
5967 shift->total_unapplied_credits(@_);
5970 sub total_unapplied_credits {
5972 my $total_credit = 0;
5973 $total_credit += $_->credited foreach $self->cust_credit;
5974 sprintf( "%.2f", $total_credit );
5977 =item total_unapplied_credits_pkgnum PKGNUM
5979 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5980 customer. See L<FS::cust_credit/credited>.
5984 sub total_unapplied_credits_pkgnum {
5985 my( $self, $pkgnum ) = @_;
5986 my $total_credit = 0;
5987 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
5988 sprintf( "%.2f", $total_credit );
5992 =item total_unapplied_payments
5994 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
5995 See L<FS::cust_pay/unapplied>.
5999 sub total_unapplied_payments {
6001 my $total_unapplied = 0;
6002 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6003 sprintf( "%.2f", $total_unapplied );
6006 =item total_unapplied_payments_pkgnum PKGNUM
6008 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6009 specific package when using experimental package balances. See
6010 L<FS::cust_pay/unapplied>.
6014 sub total_unapplied_payments_pkgnum {
6015 my( $self, $pkgnum ) = @_;
6016 my $total_unapplied = 0;
6017 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6018 sprintf( "%.2f", $total_unapplied );
6022 =item total_unapplied_refunds
6024 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6025 customer. See L<FS::cust_refund/unapplied>.
6029 sub total_unapplied_refunds {
6031 my $total_unapplied = 0;
6032 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6033 sprintf( "%.2f", $total_unapplied );
6038 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6039 total_unapplied_credits minus total_unapplied_payments).
6047 + $self->total_unapplied_refunds
6048 - $self->total_unapplied_credits
6049 - $self->total_unapplied_payments
6053 =item balance_date TIME
6055 Returns the balance for this customer, only considering invoices with date
6056 earlier than TIME (total_owed_date minus total_credited minus
6057 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6058 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6067 $self->total_owed_date($time)
6068 + $self->total_unapplied_refunds
6069 - $self->total_unapplied_credits
6070 - $self->total_unapplied_payments
6074 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6076 Returns the balance for this customer, only considering invoices with date
6077 earlier than START_TIME, and optionally not later than END_TIME
6078 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6080 Times are specified as SQL fragments or numeric
6081 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6082 L<Date::Parse> for conversion functions. The empty string can be passed
6083 to disable that time constraint completely.
6085 Available options are:
6089 =item unapplied_date
6091 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)
6097 sub balance_date_range {
6099 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6100 ') FROM cust_main WHERE custnum='. $self->custnum;
6101 sprintf( "%.2f", $self->scalar_sql($sql) );
6104 =item balance_pkgnum PKGNUM
6106 Returns the balance for this customer's specific package when using
6107 experimental package balances (total_owed plus total_unrefunded, minus
6108 total_unapplied_credits minus total_unapplied_payments)
6112 sub balance_pkgnum {
6113 my( $self, $pkgnum ) = @_;
6116 $self->total_owed_pkgnum($pkgnum)
6117 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6118 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6119 - $self->total_unapplied_credits_pkgnum($pkgnum)
6120 - $self->total_unapplied_payments_pkgnum($pkgnum)
6124 =item in_transit_payments
6126 Returns the total of requests for payments for this customer pending in
6127 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6131 sub in_transit_payments {
6133 my $in_transit_payments = 0;
6134 foreach my $pay_batch ( qsearch('pay_batch', {
6137 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6138 'batchnum' => $pay_batch->batchnum,
6139 'custnum' => $self->custnum,
6141 $in_transit_payments += $cust_pay_batch->amount;
6144 sprintf( "%.2f", $in_transit_payments );
6149 Returns a hash of useful information for making a payment.
6159 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6160 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6161 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6165 For credit card transactions:
6177 For electronic check transactions:
6192 $return{balance} = $self->balance;
6194 $return{payname} = $self->payname
6195 || ( $self->first. ' '. $self->get('last') );
6197 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6199 $return{payby} = $self->payby;
6200 $return{stateid_state} = $self->stateid_state;
6202 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6203 $return{card_type} = cardtype($self->payinfo);
6204 $return{payinfo} = $self->paymask;
6206 @return{'month', 'year'} = $self->paydate_monthyear;
6210 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6211 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6212 $return{payinfo1} = $payinfo1;
6213 $return{payinfo2} = $payinfo2;
6214 $return{paytype} = $self->paytype;
6215 $return{paystate} = $self->paystate;
6219 #doubleclick protection
6221 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6227 =item paydate_monthyear
6229 Returns a two-element list consisting of the month and year of this customer's
6230 paydate (credit card expiration date for CARD customers)
6234 sub paydate_monthyear {
6236 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6238 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6245 =item tax_exemption TAXNAME
6250 my( $self, $taxname ) = @_;
6252 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6253 'taxname' => $taxname,
6258 =item cust_main_exemption
6262 sub cust_main_exemption {
6264 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6267 =item invoicing_list [ ARRAYREF ]
6269 If an arguement is given, sets these email addresses as invoice recipients
6270 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6271 (except as warnings), so use check_invoicing_list first.
6273 Returns a list of email addresses (with svcnum entries expanded).
6275 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6276 check it without disturbing anything by passing nothing.
6278 This interface may change in the future.
6282 sub invoicing_list {
6283 my( $self, $arrayref ) = @_;
6286 my @cust_main_invoice;
6287 if ( $self->custnum ) {
6288 @cust_main_invoice =
6289 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6291 @cust_main_invoice = ();
6293 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6294 #warn $cust_main_invoice->destnum;
6295 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6296 #warn $cust_main_invoice->destnum;
6297 my $error = $cust_main_invoice->delete;
6298 warn $error if $error;
6301 if ( $self->custnum ) {
6302 @cust_main_invoice =
6303 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6305 @cust_main_invoice = ();
6307 my %seen = map { $_->address => 1 } @cust_main_invoice;
6308 foreach my $address ( @{$arrayref} ) {
6309 next if exists $seen{$address} && $seen{$address};
6310 $seen{$address} = 1;
6311 my $cust_main_invoice = new FS::cust_main_invoice ( {
6312 'custnum' => $self->custnum,
6315 my $error = $cust_main_invoice->insert;
6316 warn $error if $error;
6320 if ( $self->custnum ) {
6322 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6329 =item check_invoicing_list ARRAYREF
6331 Checks these arguements as valid input for the invoicing_list method. If there
6332 is an error, returns the error, otherwise returns false.
6336 sub check_invoicing_list {
6337 my( $self, $arrayref ) = @_;
6339 foreach my $address ( @$arrayref ) {
6341 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6342 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6345 my $cust_main_invoice = new FS::cust_main_invoice ( {
6346 'custnum' => $self->custnum,
6349 my $error = $self->custnum
6350 ? $cust_main_invoice->check
6351 : $cust_main_invoice->checkdest
6353 return $error if $error;
6357 return "Email address required"
6358 if $conf->exists('cust_main-require_invoicing_list_email')
6359 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6364 =item set_default_invoicing_list
6366 Sets the invoicing list to all accounts associated with this customer,
6367 overwriting any previous invoicing list.
6371 sub set_default_invoicing_list {
6373 $self->invoicing_list($self->all_emails);
6378 Returns the email addresses of all accounts provisioned for this customer.
6385 foreach my $cust_pkg ( $self->all_pkgs ) {
6386 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6388 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6389 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6391 $list{$_}=1 foreach map { $_->email } @svc_acct;
6396 =item invoicing_list_addpost
6398 Adds postal invoicing to this customer. If this customer is already configured
6399 to receive postal invoices, does nothing.
6403 sub invoicing_list_addpost {
6405 return if grep { $_ eq 'POST' } $self->invoicing_list;
6406 my @invoicing_list = $self->invoicing_list;
6407 push @invoicing_list, 'POST';
6408 $self->invoicing_list(\@invoicing_list);
6411 =item invoicing_list_emailonly
6413 Returns the list of email invoice recipients (invoicing_list without non-email
6414 destinations such as POST and FAX).
6418 sub invoicing_list_emailonly {
6420 warn "$me invoicing_list_emailonly called"
6422 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6425 =item invoicing_list_emailonly_scalar
6427 Returns the list of email invoice recipients (invoicing_list without non-email
6428 destinations such as POST and FAX) as a comma-separated scalar.
6432 sub invoicing_list_emailonly_scalar {
6434 warn "$me invoicing_list_emailonly_scalar called"
6436 join(', ', $self->invoicing_list_emailonly);
6439 =item referral_custnum_cust_main
6441 Returns the customer who referred this customer (or the empty string, if
6442 this customer was not referred).
6444 Note the difference with referral_cust_main method: This method,
6445 referral_custnum_cust_main returns the single customer (if any) who referred
6446 this customer, while referral_cust_main returns an array of customers referred
6451 sub referral_custnum_cust_main {
6453 return '' unless $self->referral_custnum;
6454 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6457 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6459 Returns an array of customers referred by this customer (referral_custnum set
6460 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6461 customers referred by customers referred by this customer and so on, inclusive.
6462 The default behavior is DEPTH 1 (no recursion).
6464 Note the difference with referral_custnum_cust_main method: This method,
6465 referral_cust_main, returns an array of customers referred BY this customer,
6466 while referral_custnum_cust_main returns the single customer (if any) who
6467 referred this customer.
6471 sub referral_cust_main {
6473 my $depth = @_ ? shift : 1;
6474 my $exclude = @_ ? shift : {};
6477 map { $exclude->{$_->custnum}++; $_; }
6478 grep { ! $exclude->{ $_->custnum } }
6479 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6483 map { $_->referral_cust_main($depth-1, $exclude) }
6490 =item referral_cust_main_ncancelled
6492 Same as referral_cust_main, except only returns customers with uncancelled
6497 sub referral_cust_main_ncancelled {
6499 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6502 =item referral_cust_pkg [ DEPTH ]
6504 Like referral_cust_main, except returns a flat list of all unsuspended (and
6505 uncancelled) packages for each customer. The number of items in this list may
6506 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6510 sub referral_cust_pkg {
6512 my $depth = @_ ? shift : 1;
6514 map { $_->unsuspended_pkgs }
6515 grep { $_->unsuspended_pkgs }
6516 $self->referral_cust_main($depth);
6519 =item referring_cust_main
6521 Returns the single cust_main record for the customer who referred this customer
6522 (referral_custnum), or false.
6526 sub referring_cust_main {
6528 return '' unless $self->referral_custnum;
6529 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6532 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6534 Applies a credit to this customer. If there is an error, returns the error,
6535 otherwise returns false.
6537 REASON can be a text string, an FS::reason object, or a scalar reference to
6538 a reasonnum. If a text string, it will be automatically inserted as a new
6539 reason, and a 'reason_type' option must be passed to indicate the
6540 FS::reason_type for the new reason.
6542 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6544 Any other options are passed to FS::cust_credit::insert.
6549 my( $self, $amount, $reason, %options ) = @_;
6551 my $cust_credit = new FS::cust_credit {
6552 'custnum' => $self->custnum,
6553 'amount' => $amount,
6556 if ( ref($reason) ) {
6558 if ( ref($reason) eq 'SCALAR' ) {
6559 $cust_credit->reasonnum( $$reason );
6561 $cust_credit->reasonnum( $reason->reasonnum );
6565 $cust_credit->set('reason', $reason)
6568 for (qw( addlinfo eventnum )) {
6569 $cust_credit->$_( delete $options{$_} )
6570 if exists($options{$_});
6573 $cust_credit->insert(%options);
6577 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6579 Creates a one-time charge for this customer. If there is an error, returns
6580 the error, otherwise returns false.
6582 New-style, with a hashref of options:
6584 my $error = $cust_main->charge(
6588 'start_date' => str2time('7/4/2009'),
6589 'pkg' => 'Description',
6590 'comment' => 'Comment',
6591 'additional' => [], #extra invoice detail
6592 'classnum' => 1, #pkg_class
6594 'setuptax' => '', # or 'Y' for tax exempt
6597 'taxclass' => 'Tax class',
6600 'taxproduct' => 2, #part_pkg_taxproduct
6601 'override' => {}, #XXX describe
6603 #will be filled in with the new object
6604 'cust_pkg_ref' => \$cust_pkg,
6606 #generate an invoice immediately
6608 'invoice_terms' => '', #with these terms
6614 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6620 my ( $amount, $quantity, $start_date, $classnum );
6621 my ( $pkg, $comment, $additional );
6622 my ( $setuptax, $taxclass ); #internal taxes
6623 my ( $taxproduct, $override ); #vendor (CCH) taxes
6625 my $cust_pkg_ref = '';
6626 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6627 if ( ref( $_[0] ) ) {
6628 $amount = $_[0]->{amount};
6629 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6630 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6631 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6632 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6633 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6634 : '$'. sprintf("%.2f",$amount);
6635 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6636 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6637 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6638 $additional = $_[0]->{additional} || [];
6639 $taxproduct = $_[0]->{taxproductnum};
6640 $override = { '' => $_[0]->{tax_override} };
6641 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6642 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6643 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6648 $pkg = @_ ? shift : 'One-time charge';
6649 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6651 $taxclass = @_ ? shift : '';
6655 local $SIG{HUP} = 'IGNORE';
6656 local $SIG{INT} = 'IGNORE';
6657 local $SIG{QUIT} = 'IGNORE';
6658 local $SIG{TERM} = 'IGNORE';
6659 local $SIG{TSTP} = 'IGNORE';
6660 local $SIG{PIPE} = 'IGNORE';
6662 my $oldAutoCommit = $FS::UID::AutoCommit;
6663 local $FS::UID::AutoCommit = 0;
6666 my $part_pkg = new FS::part_pkg ( {
6668 'comment' => $comment,
6672 'classnum' => ( $classnum ? $classnum : '' ),
6673 'setuptax' => $setuptax,
6674 'taxclass' => $taxclass,
6675 'taxproductnum' => $taxproduct,
6678 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6679 ( 0 .. @$additional - 1 )
6681 'additional_count' => scalar(@$additional),
6682 'setup_fee' => $amount,
6685 my $error = $part_pkg->insert( options => \%options,
6686 tax_overrides => $override,
6689 $dbh->rollback if $oldAutoCommit;
6693 my $pkgpart = $part_pkg->pkgpart;
6694 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6695 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6696 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6697 $error = $type_pkgs->insert;
6699 $dbh->rollback if $oldAutoCommit;
6704 my $cust_pkg = new FS::cust_pkg ( {
6705 'custnum' => $self->custnum,
6706 'pkgpart' => $pkgpart,
6707 'quantity' => $quantity,
6708 'start_date' => $start_date,
6709 'no_auto' => $no_auto,
6712 $error = $cust_pkg->insert;
6714 $dbh->rollback if $oldAutoCommit;
6716 } elsif ( $cust_pkg_ref ) {
6717 ${$cust_pkg_ref} = $cust_pkg;
6721 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6722 'pkg_list' => [ $cust_pkg ],
6725 $dbh->rollback if $oldAutoCommit;
6730 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6735 #=item charge_postal_fee
6737 #Applies a one time charge this customer. If there is an error,
6738 #returns the error, returns the cust_pkg charge object or false
6739 #if there was no charge.
6743 # This should be a customer event. For that to work requires that bill
6744 # also be a customer event.
6746 sub charge_postal_fee {
6749 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6750 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6752 my $cust_pkg = new FS::cust_pkg ( {
6753 'custnum' => $self->custnum,
6754 'pkgpart' => $pkgpart,
6758 my $error = $cust_pkg->insert;
6759 $error ? $error : $cust_pkg;
6764 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6770 map { $_ } #return $self->num_cust_bill unless wantarray;
6771 sort { $a->_date <=> $b->_date }
6772 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6775 =item open_cust_bill
6777 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6782 sub open_cust_bill {
6786 'table' => 'cust_bill',
6787 'hashref' => { 'custnum' => $self->custnum, },
6788 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6789 'order_by' => 'ORDER BY _date ASC',
6794 =item cust_statements
6796 Returns all the statements (see L<FS::cust_statement>) for this customer.
6800 sub cust_statement {
6802 map { $_ } #return $self->num_cust_statement unless wantarray;
6803 sort { $a->_date <=> $b->_date }
6804 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
6809 Returns all the credits (see L<FS::cust_credit>) for this customer.
6815 map { $_ } #return $self->num_cust_credit unless wantarray;
6816 sort { $a->_date <=> $b->_date }
6817 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6820 =item cust_credit_pkgnum
6822 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
6823 package when using experimental package balances.
6827 sub cust_credit_pkgnum {
6828 my( $self, $pkgnum ) = @_;
6829 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
6830 sort { $a->_date <=> $b->_date }
6831 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
6832 'pkgnum' => $pkgnum,
6839 Returns all the payments (see L<FS::cust_pay>) for this customer.
6845 return $self->num_cust_pay unless wantarray;
6846 sort { $a->_date <=> $b->_date }
6847 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6852 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
6853 called automatically when the cust_pay method is used in a scalar context.
6859 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
6860 my $sth = dbh->prepare($sql) or die dbh->errstr;
6861 $sth->execute($self->custnum) or die $sth->errstr;
6862 $sth->fetchrow_arrayref->[0];
6865 =item cust_pay_pkgnum
6867 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
6868 package when using experimental package balances.
6872 sub cust_pay_pkgnum {
6873 my( $self, $pkgnum ) = @_;
6874 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
6875 sort { $a->_date <=> $b->_date }
6876 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
6877 'pkgnum' => $pkgnum,
6884 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6890 map { $_ } #return $self->num_cust_pay_void unless wantarray;
6891 sort { $a->_date <=> $b->_date }
6892 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6895 =item cust_pay_batch
6897 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6901 sub cust_pay_batch {
6903 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
6904 sort { $a->paybatchnum <=> $b->paybatchnum }
6905 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6908 =item cust_pay_pending
6910 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6911 (without status "done").
6915 sub cust_pay_pending {
6917 return $self->num_cust_pay_pending unless wantarray;
6918 sort { $a->_date <=> $b->_date }
6919 qsearch( 'cust_pay_pending', {
6920 'custnum' => $self->custnum,
6921 'status' => { op=>'!=', value=>'done' },
6926 =item num_cust_pay_pending
6928 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6929 customer (without status "done"). Also called automatically when the
6930 cust_pay_pending method is used in a scalar context.
6934 sub num_cust_pay_pending {
6936 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6937 " WHERE custnum = ? AND status != 'done' ";
6938 my $sth = dbh->prepare($sql) or die dbh->errstr;
6939 $sth->execute($self->custnum) or die $sth->errstr;
6940 $sth->fetchrow_arrayref->[0];
6945 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6951 map { $_ } #return $self->num_cust_refund unless wantarray;
6952 sort { $a->_date <=> $b->_date }
6953 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6956 =item display_custnum
6958 Returns the displayed customer number for this customer: agent_custid if
6959 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6963 sub display_custnum {
6965 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6966 return $self->agent_custid;
6968 return $self->custnum;
6974 Returns a name string for this customer, either "Company (Last, First)" or
6981 my $name = $self->contact;
6982 $name = $self->company. " ($name)" if $self->company;
6988 Returns a name string for this (service/shipping) contact, either
6989 "Company (Last, First)" or "Last, First".
6995 if ( $self->get('ship_last') ) {
6996 my $name = $self->ship_contact;
6997 $name = $self->ship_company. " ($name)" if $self->ship_company;
7006 Returns a name string for this customer, either "Company" or "First Last".
7012 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7015 =item ship_name_short
7017 Returns a name string for this (service/shipping) contact, either "Company"
7022 sub ship_name_short {
7024 if ( $self->get('ship_last') ) {
7025 $self->ship_company !~ /^\s*$/
7026 ? $self->ship_company
7027 : $self->ship_contact_firstlast;
7029 $self->name_company_or_firstlast;
7035 Returns this customer's full (billing) contact name only, "Last, First"
7041 $self->get('last'). ', '. $self->first;
7046 Returns this customer's full (shipping) contact name only, "Last, First"
7052 $self->get('ship_last')
7053 ? $self->get('ship_last'). ', '. $self->ship_first
7057 =item contact_firstlast
7059 Returns this customers full (billing) contact name only, "First Last".
7063 sub contact_firstlast {
7065 $self->first. ' '. $self->get('last');
7068 =item ship_contact_firstlast
7070 Returns this customer's full (shipping) contact name only, "First Last".
7074 sub ship_contact_firstlast {
7076 $self->get('ship_last')
7077 ? $self->first. ' '. $self->get('ship_last')
7078 : $self->contact_firstlast;
7083 Returns this customer's full country name
7089 code2country($self->country);
7092 =item geocode DATA_VENDOR
7094 Returns a value for the customer location as encoded by DATA_VENDOR.
7095 Currently this only makes sense for "CCH" as DATA_VENDOR.
7100 my ($self, $data_vendor) = (shift, shift); #always cch for now
7102 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7103 return $geocode if $geocode;
7105 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7109 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7110 if $self->country eq 'US';
7114 #CCH specific location stuff
7115 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7117 my @cust_tax_location =
7119 'table' => 'cust_tax_location',
7120 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7121 'extra_sql' => $extra_sql,
7122 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7125 $geocode = $cust_tax_location[0]->geocode
7126 if scalar(@cust_tax_location);
7135 Returns a status string for this customer, currently:
7139 =item prospect - No packages have ever been ordered
7141 =item active - One or more recurring packages is active
7143 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7145 =item suspended - All non-cancelled recurring packages are suspended
7147 =item cancelled - All recurring packages are cancelled
7153 sub status { shift->cust_status(@_); }
7157 for my $status (qw( prospect active inactive suspended cancelled )) {
7158 my $method = $status.'_sql';
7159 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7160 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7161 $sth->execute( ($self->custnum) x $numnum )
7162 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7163 return $status if $sth->fetchrow_arrayref->[0];
7167 =item ucfirst_cust_status
7169 =item ucfirst_status
7171 Returns the status with the first character capitalized.
7175 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7177 sub ucfirst_cust_status {
7179 ucfirst($self->cust_status);
7184 Returns a hex triplet color string for this customer's status.
7188 use vars qw(%statuscolor);
7189 tie %statuscolor, 'Tie::IxHash',
7190 'prospect' => '7e0079', #'000000', #black? naw, purple
7191 'active' => '00CC00', #green
7192 'inactive' => '0000CC', #blue
7193 'suspended' => 'FF9900', #yellow
7194 'cancelled' => 'FF0000', #red
7197 sub statuscolor { shift->cust_statuscolor(@_); }
7199 sub cust_statuscolor {
7201 $statuscolor{$self->cust_status};
7206 Returns an array of hashes representing the customer's RT tickets.
7213 my $num = $conf->config('cust_main-max_tickets') || 10;
7216 if ( $conf->config('ticket_system') ) {
7217 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7219 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7223 foreach my $priority (
7224 $conf->config('ticket_system-custom_priority_field-values'), ''
7226 last if scalar(@tickets) >= $num;
7228 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7229 $num - scalar(@tickets),
7239 # Return services representing svc_accts in customer support packages
7240 sub support_services {
7242 my %packages = map { $_ => 1 } $conf->config('support_packages');
7244 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7245 grep { $_->part_svc->svcdb eq 'svc_acct' }
7246 map { $_->cust_svc }
7247 grep { exists $packages{ $_->pkgpart } }
7248 $self->ncancelled_pkgs;
7252 # Return a list of latitude/longitude for one of the services (if any)
7253 sub service_coordinates {
7257 grep { $_->latitude && $_->longitude }
7259 map { $_->cust_svc }
7260 $self->ncancelled_pkgs;
7262 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7267 =head1 CLASS METHODS
7273 Class method that returns the list of possible status strings for customers
7274 (see L<the status method|/status>). For example:
7276 @statuses = FS::cust_main->statuses();
7281 #my $self = shift; #could be class...
7287 Returns an SQL expression identifying prospective cust_main records (customers
7288 with no packages ever ordered)
7292 use vars qw($select_count_pkgs);
7293 $select_count_pkgs =
7294 "SELECT COUNT(*) FROM cust_pkg
7295 WHERE cust_pkg.custnum = cust_main.custnum";
7297 sub select_count_pkgs_sql {
7301 sub prospect_sql { "
7302 0 = ( $select_count_pkgs )
7307 Returns an SQL expression identifying active cust_main records (customers with
7308 active recurring packages).
7313 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7319 Returns an SQL expression identifying inactive cust_main records (customers with
7320 no active recurring packages, but otherwise unsuspended/uncancelled).
7324 sub inactive_sql { "
7325 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7327 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7333 Returns an SQL expression identifying suspended cust_main records.
7338 sub suspended_sql { susp_sql(@_); }
7340 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7342 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7348 Returns an SQL expression identifying cancelled cust_main records.
7352 sub cancelled_sql { cancel_sql(@_); }
7355 my $recurring_sql = FS::cust_pkg->recurring_sql;
7356 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7359 0 < ( $select_count_pkgs )
7360 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7361 AND 0 = ( $select_count_pkgs AND $recurring_sql
7362 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7364 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7370 =item uncancelled_sql
7372 Returns an SQL expression identifying un-cancelled cust_main records.
7376 sub uncancelled_sql { uncancel_sql(@_); }
7377 sub uncancel_sql { "
7378 ( 0 < ( $select_count_pkgs
7379 AND ( cust_pkg.cancel IS NULL
7380 OR cust_pkg.cancel = 0
7383 OR 0 = ( $select_count_pkgs )
7389 Returns an SQL fragment to retreive the balance.
7394 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7395 WHERE cust_bill.custnum = cust_main.custnum )
7396 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7397 WHERE cust_pay.custnum = cust_main.custnum )
7398 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7399 WHERE cust_credit.custnum = cust_main.custnum )
7400 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7401 WHERE cust_refund.custnum = cust_main.custnum )
7404 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7406 Returns an SQL fragment to retreive the balance for this customer, only
7407 considering invoices with date earlier than START_TIME, and optionally not
7408 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7409 total_unapplied_payments).
7411 Times are specified as SQL fragments or numeric
7412 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7413 L<Date::Parse> for conversion functions. The empty string can be passed
7414 to disable that time constraint completely.
7416 Available options are:
7420 =item unapplied_date
7422 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)
7427 set to true to remove all customer comparison clauses, for totals
7432 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7437 JOIN clause (typically used with the total option)
7441 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7442 time will be ignored. Note that START_TIME and END_TIME only limit the date
7443 range for invoices and I<unapplied> payments, credits, and refunds.
7449 sub balance_date_sql {
7450 my( $class, $start, $end, %opt ) = @_;
7452 my $cutoff = $opt{'cutoff'};
7454 my $owed = FS::cust_bill->owed_sql($cutoff);
7455 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7456 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7457 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7459 my $j = $opt{'join'} || '';
7461 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7462 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7463 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7464 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7466 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7467 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7468 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7469 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7474 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7476 Returns an SQL fragment to retreive the total unapplied payments for this
7477 customer, only considering invoices with date earlier than START_TIME, and
7478 optionally not later than END_TIME.
7480 Times are specified as SQL fragments or numeric
7481 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7482 L<Date::Parse> for conversion functions. The empty string can be passed
7483 to disable that time constraint completely.
7485 Available options are:
7489 sub unapplied_payments_date_sql {
7490 my( $class, $start, $end, ) = @_;
7492 my $unapp_pay = FS::cust_pay->unapplied_sql;
7494 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7495 'unapplied_date'=>1 );
7497 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7500 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7502 Helper method for balance_date_sql; name (and usage) subject to change
7503 (suggestions welcome).
7505 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7506 cust_refund, cust_credit or cust_pay).
7508 If TABLE is "cust_bill" or the unapplied_date option is true, only
7509 considers records with date earlier than START_TIME, and optionally not
7510 later than END_TIME .
7514 sub _money_table_where {
7515 my( $class, $table, $start, $end, %opt ) = @_;
7518 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7519 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7520 push @where, "$table._date <= $start" if defined($start) && length($start);
7521 push @where, "$table._date > $end" if defined($end) && length($end);
7523 push @where, @{$opt{'where'}} if $opt{'where'};
7524 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7530 =item search HASHREF
7534 Returns a qsearch hash expression to search for parameters specified in
7535 HASHREF. Valid parameters are
7543 =item cancelled_pkgs
7549 listref of start date, end date
7559 =item current_balance
7561 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7565 =item flattened_pkgs
7574 my ($class, $params) = @_;
7585 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7587 "cust_main.agentnum = $1";
7591 # do the same for user
7594 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7596 "cust_main.usernum = $1";
7603 #prospect active inactive suspended cancelled
7604 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7605 my $method = $params->{'status'}. '_sql';
7606 #push @where, $class->$method();
7607 push @where, FS::cust_main->$method();
7611 # parse cancelled package checkbox
7616 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7617 unless $params->{'cancelled_pkgs'};
7620 # parse without census tract checkbox
7623 push @where, "(censustract = '' or censustract is null)"
7624 if $params->{'no_censustract'};
7630 foreach my $field (qw( signupdate )) {
7632 next unless exists($params->{$field});
7634 my($beginning, $ending, $hour) = @{$params->{$field}};
7637 "cust_main.$field IS NOT NULL",
7638 "cust_main.$field >= $beginning",
7639 "cust_main.$field <= $ending";
7641 # XXX: do this for mysql and/or pull it out of here
7643 if ($dbh->{Driver}->{Name} eq 'Pg') {
7644 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7647 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7651 $orderby ||= "ORDER BY cust_main.$field";
7659 if ( $params->{'classnum'} ) {
7661 my @classnum = ref( $params->{'classnum'} )
7662 ? @{ $params->{'classnum'} }
7663 : ( $params->{'classnum'} );
7665 @classnum = grep /^(\d*)$/, @classnum;
7668 push @where, '( '. join(' OR ', map {
7669 $_ ? "cust_main.classnum = $_"
7670 : "cust_main.classnum IS NULL"
7683 if ( $params->{'payby'} ) {
7685 my @payby = ref( $params->{'payby'} )
7686 ? @{ $params->{'payby'} }
7687 : ( $params->{'payby'} );
7689 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7691 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
7697 # paydate_year / paydate_month
7700 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
7702 $params->{'paydate_month'} =~ /^(\d\d?)$/
7703 or die "paydate_year without paydate_month?";
7707 'paydate IS NOT NULL',
7709 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
7717 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
7719 if ( $1 eq 'NULL' ) {
7721 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
7724 "cust_main.invoice_terms IS NOT NULL",
7725 "cust_main.invoice_terms = '$1'";
7733 if ( $params->{'current_balance'} ) {
7735 #my $balance_sql = $class->balance_sql();
7736 my $balance_sql = FS::cust_main->balance_sql();
7738 my @current_balance =
7739 ref( $params->{'current_balance'} )
7740 ? @{ $params->{'current_balance'} }
7741 : ( $params->{'current_balance'} );
7743 push @where, map { s/current_balance/$balance_sql/; $_ }
7752 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7754 "cust_main.custbatch = '$1'";
7758 # setup queries, subs, etc. for the search
7761 $orderby ||= 'ORDER BY custnum';
7763 # here is the agent virtualization
7764 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7766 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7768 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7770 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7772 my $select = join(', ',
7773 'cust_main.custnum',
7774 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7777 my(@extra_headers) = ();
7778 my(@extra_fields) = ();
7780 if ($params->{'flattened_pkgs'}) {
7782 if ($dbh->{Driver}->{Name} eq 'Pg') {
7784 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7786 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7787 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7788 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7790 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7791 "omitting packing information from report.";
7794 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";
7796 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7797 $sth->execute() or die $sth->errstr;
7798 my $headerrow = $sth->fetchrow_arrayref;
7799 my $headercount = $headerrow ? $headerrow->[0] : 0;
7800 while($headercount) {
7801 unshift @extra_headers, "Package ". $headercount;
7802 unshift @extra_fields, eval q!sub {my $c = shift;
7803 my @a = split '\|', $c->magic;
7804 my $p = $a[!.--$headercount. q!];
7812 'table' => 'cust_main',
7813 'select' => $select,
7815 'extra_sql' => $extra_sql,
7816 'order_by' => $orderby,
7817 'count_query' => $count_query,
7818 'extra_headers' => \@extra_headers,
7819 'extra_fields' => \@extra_fields,
7824 =item email_search_result HASHREF
7828 Emails a notice to the specified customers.
7830 Valid parameters are those of the L<search> method, plus the following:
7852 Optional job queue job for status updates.
7856 Returns an error message, or false for success.
7858 If an error occurs during any email, stops the enture send and returns that
7859 error. Presumably if you're getting SMTP errors aborting is better than
7860 retrying everything.
7864 sub email_search_result {
7865 my($class, $params) = @_;
7867 my $from = delete $params->{from};
7868 my $subject = delete $params->{subject};
7869 my $html_body = delete $params->{html_body};
7870 my $text_body = delete $params->{text_body};
7872 my $job = delete $params->{'job'};
7874 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
7875 unless ref($params->{'payby'});
7877 my $sql_query = $class->search($params);
7879 my $count_query = delete($sql_query->{'count_query'});
7880 my $count_sth = dbh->prepare($count_query)
7881 or die "Error preparing $count_query: ". dbh->errstr;
7883 or die "Error executing $count_query: ". $count_sth->errstr;
7884 my $count_arrayref = $count_sth->fetchrow_arrayref;
7885 my $num_cust = $count_arrayref->[0];
7887 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7888 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7891 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7893 #eventually order+limit magic to reduce memory use?
7894 foreach my $cust_main ( qsearch($sql_query) ) {
7896 my $to = $cust_main->invoicing_list_emailonly_scalar;
7899 my $error = send_email(
7903 'subject' => $subject,
7904 'html_body' => $html_body,
7905 'text_body' => $text_body,
7908 return $error if $error;
7910 if ( $job ) { #progressbar foo
7912 if ( time - $min_sec > $last ) {
7913 my $error = $job->update_statustext(
7914 int( 100 * $num / $num_cust )
7916 die $error if $error;
7926 use Storable qw(thaw);
7929 sub process_email_search_result {
7931 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7933 my $param = thaw(decode_base64(shift));
7934 warn Dumper($param) if $DEBUG;
7936 $param->{'job'} = $job;
7938 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
7939 unless ref($param->{'payby'});
7941 my $error = FS::cust_main->email_search_result( $param );
7942 die $error if $error;
7946 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7948 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7949 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
7950 specified (the appropriate ship_ field is also searched).
7952 Additional options are the same as FS::Record::qsearch
7957 my( $self, $fuzzy, $hash, @opt) = @_;
7962 check_and_rebuild_fuzzyfiles();
7963 foreach my $field ( keys %$fuzzy ) {
7965 my $all = $self->all_X($field);
7966 next unless scalar(@$all);
7969 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7972 foreach ( keys %match ) {
7973 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7974 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7977 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7980 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7982 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7990 Returns a masked version of the named field
7995 my ($self,$field) = @_;
7999 'x'x(length($self->getfield($field))-4).
8000 substr($self->getfield($field), (length($self->getfield($field))-4));
8010 =item smart_search OPTION => VALUE ...
8012 Accepts the following options: I<search>, the string to search for. The string
8013 will be searched for as a customer number, phone number, name or company name,
8014 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8015 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8016 skip fuzzy matching when an exact match is found.
8018 Any additional options are treated as an additional qualifier on the search
8021 Returns a (possibly empty) array of FS::cust_main objects.
8028 #here is the agent virtualization
8029 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8033 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8034 my $search = delete $options{'search'};
8035 ( my $alphanum_search = $search ) =~ s/\W//g;
8037 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8039 #false laziness w/Record::ut_phone
8040 my $phonen = "$1-$2-$3";
8041 $phonen .= " x$4" if $4;
8043 push @cust_main, qsearch( {
8044 'table' => 'cust_main',
8045 'hashref' => { %options },
8046 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8048 join(' OR ', map "$_ = '$phonen'",
8049 qw( daytime night fax
8050 ship_daytime ship_night ship_fax )
8053 " AND $agentnums_sql", #agent virtualization
8056 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8057 #try looking for matches with extensions unless one was specified
8059 push @cust_main, qsearch( {
8060 'table' => 'cust_main',
8061 'hashref' => { %options },
8062 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8064 join(' OR ', map "$_ LIKE '$phonen\%'",
8066 ship_daytime ship_night )
8069 " AND $agentnums_sql", #agent virtualization
8074 # custnum search (also try agent_custid), with some tweaking options if your
8075 # legacy cust "numbers" have letters
8078 if ( $search =~ /^\s*(\d+)\s*$/
8079 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8080 && $search =~ /^\s*(\w\w?\d+)\s*$/
8082 || ( $conf->exists('address1-search' )
8083 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8090 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8091 push @cust_main, qsearch( {
8092 'table' => 'cust_main',
8093 'hashref' => { 'custnum' => $num, %options },
8094 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8098 push @cust_main, qsearch( {
8099 'table' => 'cust_main',
8100 'hashref' => { 'agent_custid' => $num, %options },
8101 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8104 if ( $conf->exists('address1-search') ) {
8105 my $len = length($num);
8107 foreach my $prefix ( '', 'ship_' ) {
8108 push @cust_main, qsearch( {
8109 'table' => 'cust_main',
8110 'hashref' => { %options, },
8112 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8113 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8114 " AND $agentnums_sql",
8119 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8121 my($company, $last, $first) = ( $1, $2, $3 );
8123 # "Company (Last, First)"
8124 #this is probably something a browser remembered,
8125 #so just do an exact search (but case-insensitive, so USPS standardization
8126 #doesn't throw a wrench in the works)
8128 foreach my $prefix ( '', 'ship_' ) {
8129 push @cust_main, qsearch( {
8130 'table' => 'cust_main',
8131 'hashref' => { %options },
8133 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8135 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8136 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8137 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8143 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8144 # try (ship_){last,company}
8148 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8149 # # full strings the browser remembers won't work
8150 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8152 use Lingua::EN::NameParse;
8153 my $NameParse = new Lingua::EN::NameParse(
8155 allow_reversed => 1,
8158 my($last, $first) = ( '', '' );
8159 #maybe disable this too and just rely on NameParse?
8160 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8162 ($last, $first) = ( $1, $2 );
8164 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8165 } elsif ( ! $NameParse->parse($value) ) {
8167 my %name = $NameParse->components;
8168 $first = $name{'given_name_1'};
8169 $last = $name{'surname_1'};
8173 if ( $first && $last ) {
8175 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8178 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8180 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8181 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8184 push @cust_main, qsearch( {
8185 'table' => 'cust_main',
8186 'hashref' => \%options,
8187 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8190 # or it just be something that was typed in... (try that in a sec)
8194 my $q_value = dbh->quote($value);
8197 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8198 $sql .= " ( LOWER(last) = $q_value
8199 OR LOWER(company) = $q_value
8200 OR LOWER(ship_last) = $q_value
8201 OR LOWER(ship_company) = $q_value
8203 $sql .= " OR LOWER(address1) = $q_value
8204 OR LOWER(ship_address1) = $q_value
8206 if $conf->exists('address1-search');
8209 push @cust_main, qsearch( {
8210 'table' => 'cust_main',
8211 'hashref' => \%options,
8212 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8215 #no exact match, trying substring/fuzzy
8216 #always do substring & fuzzy (unless they're explicity config'ed off)
8217 #getting complaints searches are not returning enough
8218 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8220 #still some false laziness w/search (was search/cust_main.cgi)
8225 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8226 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8229 if ( $first && $last ) {
8232 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8233 'last' => { op=>'ILIKE', value=>"%$last%" },
8235 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8236 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8243 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8244 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8248 if ( $conf->exists('address1-search') ) {
8250 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8251 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8255 foreach my $hashref ( @hashrefs ) {
8257 push @cust_main, qsearch( {
8258 'table' => 'cust_main',
8259 'hashref' => { %$hashref,
8262 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8271 " AND $agentnums_sql", #extra_sql #agent virtualization
8274 if ( $first && $last ) {
8275 push @cust_main, FS::cust_main->fuzzy_search(
8276 { 'last' => $last, #fuzzy hashref
8277 'first' => $first }, #
8281 foreach my $field ( 'last', 'company' ) {
8283 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8285 if ( $conf->exists('address1-search') ) {
8287 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8294 #eliminate duplicates
8296 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8304 Accepts the following options: I<email>, the email address to search for. The
8305 email address will be searched for as an email invoice destination and as an
8308 #Any additional options are treated as an additional qualifier on the search
8309 #(i.e. I<agentnum>).
8311 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8321 my $email = delete $options{'email'};
8323 #we're only being used by RT at the moment... no agent virtualization yet
8324 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8328 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8330 my ( $user, $domain ) = ( $1, $2 );
8332 warn "$me smart_search: searching for $user in domain $domain"
8338 'table' => 'cust_main_invoice',
8339 'hashref' => { 'dest' => $email },
8346 map $_->cust_svc->cust_pkg,
8348 'table' => 'svc_acct',
8349 'hashref' => { 'username' => $user, },
8351 'AND ( SELECT domain FROM svc_domain
8352 WHERE svc_acct.domsvc = svc_domain.svcnum
8353 ) = '. dbh->quote($domain),
8359 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8361 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8368 =item check_and_rebuild_fuzzyfiles
8372 sub check_and_rebuild_fuzzyfiles {
8373 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8374 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8377 =item rebuild_fuzzyfiles
8381 sub rebuild_fuzzyfiles {
8383 use Fcntl qw(:flock);
8385 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8386 mkdir $dir, 0700 unless -d $dir;
8388 foreach my $fuzzy ( @fuzzyfields ) {
8390 open(LOCK,">>$dir/cust_main.$fuzzy")
8391 or die "can't open $dir/cust_main.$fuzzy: $!";
8393 or die "can't lock $dir/cust_main.$fuzzy: $!";
8395 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8396 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8398 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8399 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8400 " WHERE $field != '' AND $field IS NOT NULL");
8401 $sth->execute or die $sth->errstr;
8403 while ( my $row = $sth->fetchrow_arrayref ) {
8404 print CACHE $row->[0]. "\n";
8409 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8411 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8422 my( $self, $field ) = @_;
8423 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8424 open(CACHE,"<$dir/cust_main.$field")
8425 or die "can't open $dir/cust_main.$field: $!";
8426 my @array = map { chomp; $_; } <CACHE>;
8431 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8435 sub append_fuzzyfiles {
8436 #my( $first, $last, $company ) = @_;
8438 &check_and_rebuild_fuzzyfiles;
8440 use Fcntl qw(:flock);
8442 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8444 foreach my $field (@fuzzyfields) {
8449 open(CACHE,">>$dir/cust_main.$field")
8450 or die "can't open $dir/cust_main.$field: $!";
8451 flock(CACHE,LOCK_EX)
8452 or die "can't lock $dir/cust_main.$field: $!";
8454 print CACHE "$value\n";
8456 flock(CACHE,LOCK_UN)
8457 or die "can't unlock $dir/cust_main.$field: $!";
8472 #warn join('-',keys %$param);
8473 my $fh = $param->{filehandle};
8474 my @fields = @{$param->{fields}};
8476 eval "use Text::CSV_XS;";
8479 my $csv = new Text::CSV_XS;
8486 local $SIG{HUP} = 'IGNORE';
8487 local $SIG{INT} = 'IGNORE';
8488 local $SIG{QUIT} = 'IGNORE';
8489 local $SIG{TERM} = 'IGNORE';
8490 local $SIG{TSTP} = 'IGNORE';
8491 local $SIG{PIPE} = 'IGNORE';
8493 my $oldAutoCommit = $FS::UID::AutoCommit;
8494 local $FS::UID::AutoCommit = 0;
8497 #while ( $columns = $csv->getline($fh) ) {
8499 while ( defined($line=<$fh>) ) {
8501 $csv->parse($line) or do {
8502 $dbh->rollback if $oldAutoCommit;
8503 return "can't parse: ". $csv->error_input();
8506 my @columns = $csv->fields();
8507 #warn join('-',@columns);
8510 foreach my $field ( @fields ) {
8511 $row{$field} = shift @columns;
8514 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8515 unless ( $cust_main ) {
8516 $dbh->rollback if $oldAutoCommit;
8517 return "unknown custnum $row{'custnum'}";
8520 if ( $row{'amount'} > 0 ) {
8521 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8523 $dbh->rollback if $oldAutoCommit;
8527 } elsif ( $row{'amount'} < 0 ) {
8528 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8531 $dbh->rollback if $oldAutoCommit;
8541 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8543 return "Empty file!" unless $imported;
8549 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8551 Sends a templated email notification to the customer (see L<Text::Template>).
8553 OPTIONS is a hash and may include
8555 I<from> - the email sender (default is invoice_from)
8557 I<to> - comma-separated scalar or arrayref of recipients
8558 (default is invoicing_list)
8560 I<subject> - The subject line of the sent email notification
8561 (default is "Notice from company_name")
8563 I<extra_fields> - a hashref of name/value pairs which will be substituted
8566 The following variables are vavailable in the template.
8568 I<$first> - the customer first name
8569 I<$last> - the customer last name
8570 I<$company> - the customer company
8571 I<$payby> - a description of the method of payment for the customer
8572 # would be nice to use FS::payby::shortname
8573 I<$payinfo> - the account information used to collect for this customer
8574 I<$expdate> - the expiration of the customer payment in seconds from epoch
8579 my ($self, $template, %options) = @_;
8581 return unless $conf->exists($template);
8583 my $from = $conf->config('invoice_from', $self->agentnum)
8584 if $conf->exists('invoice_from', $self->agentnum);
8585 $from = $options{from} if exists($options{from});
8587 my $to = join(',', $self->invoicing_list_emailonly);
8588 $to = $options{to} if exists($options{to});
8590 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8591 if $conf->exists('company_name', $self->agentnum);
8592 $subject = $options{subject} if exists($options{subject});
8594 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8595 SOURCE => [ map "$_\n",
8596 $conf->config($template)]
8598 or die "can't create new Text::Template object: Text::Template::ERROR";
8599 $notify_template->compile()
8600 or die "can't compile template: Text::Template::ERROR";
8602 $FS::notify_template::_template::company_name =
8603 $conf->config('company_name', $self->agentnum);
8604 $FS::notify_template::_template::company_address =
8605 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8607 my $paydate = $self->paydate || '2037-12-31';
8608 $FS::notify_template::_template::first = $self->first;
8609 $FS::notify_template::_template::last = $self->last;
8610 $FS::notify_template::_template::company = $self->company;
8611 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8612 my $payby = $self->payby;
8613 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8614 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8616 #credit cards expire at the end of the month/year of their exp date
8617 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8618 $FS::notify_template::_template::payby = 'credit card';
8619 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8620 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8622 }elsif ($payby eq 'COMP') {
8623 $FS::notify_template::_template::payby = 'complimentary account';
8625 $FS::notify_template::_template::payby = 'current method';
8627 $FS::notify_template::_template::expdate = $expire_time;
8629 for (keys %{$options{extra_fields}}){
8631 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8634 send_email(from => $from,
8636 subject => $subject,
8637 body => $notify_template->fill_in( PACKAGE =>
8638 'FS::notify_template::_template' ),
8643 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8645 Generates a templated notification to the customer (see L<Text::Template>).
8647 OPTIONS is a hash and may include
8649 I<extra_fields> - a hashref of name/value pairs which will be substituted
8650 into the template. These values may override values mentioned below
8651 and those from the customer record.
8653 The following variables are available in the template instead of or in addition
8654 to the fields of the customer record.
8656 I<$payby> - a description of the method of payment for the customer
8657 # would be nice to use FS::payby::shortname
8658 I<$payinfo> - the masked account information used to collect for this customer
8659 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8660 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8664 sub generate_letter {
8665 my ($self, $template, %options) = @_;
8667 return unless $conf->exists($template);
8669 my $letter_template = new Text::Template
8671 SOURCE => [ map "$_\n", $conf->config($template)],
8672 DELIMITERS => [ '[@--', '--@]' ],
8674 or die "can't create new Text::Template object: Text::Template::ERROR";
8676 $letter_template->compile()
8677 or die "can't compile template: Text::Template::ERROR";
8679 my %letter_data = map { $_ => $self->$_ } $self->fields;
8680 $letter_data{payinfo} = $self->mask_payinfo;
8682 #my $paydate = $self->paydate || '2037-12-31';
8683 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8685 my $payby = $self->payby;
8686 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8687 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8689 #credit cards expire at the end of the month/year of their exp date
8690 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8691 $letter_data{payby} = 'credit card';
8692 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8693 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8695 }elsif ($payby eq 'COMP') {
8696 $letter_data{payby} = 'complimentary account';
8698 $letter_data{payby} = 'current method';
8700 $letter_data{expdate} = $expire_time;
8702 for (keys %{$options{extra_fields}}){
8703 $letter_data{$_} = $options{extra_fields}->{$_};
8706 unless(exists($letter_data{returnaddress})){
8707 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8708 $self->agent_template)
8710 if ( length($retadd) ) {
8711 $letter_data{returnaddress} = $retadd;
8712 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8713 $letter_data{returnaddress} =
8714 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8715 $conf->config('company_address', $self->agentnum)
8718 $letter_data{returnaddress} = '~';
8722 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8724 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8726 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8727 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8731 ) or die "can't open temp file: $!\n";
8733 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8735 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8739 =item print_ps TEMPLATE
8741 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8747 my $file = $self->generate_letter(@_);
8748 FS::Misc::generate_ps($file);
8751 =item print TEMPLATE
8753 Prints the filled in template.
8755 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8759 sub queueable_print {
8762 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8763 or die "invalid customer number: " . $opt{custvnum};
8765 my $error = $self->print( $opt{template} );
8766 die $error if $error;
8770 my ($self, $template) = (shift, shift);
8771 do_print [ $self->print_ps($template) ];
8774 #these three subs should just go away once agent stuff is all config overrides
8776 sub agent_template {
8778 $self->_agent_plandata('agent_templatename');
8781 sub agent_invoice_from {
8783 $self->_agent_plandata('agent_invoice_from');
8786 sub _agent_plandata {
8787 my( $self, $option ) = @_;
8789 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8790 #agent-specific Conf
8792 use FS::part_event::Condition;
8794 my $agentnum = $self->agentnum;
8796 my $regexp = regexp_sql();
8798 my $part_event_option =
8800 'select' => 'part_event_option.*',
8801 'table' => 'part_event_option',
8803 LEFT JOIN part_event USING ( eventpart )
8804 LEFT JOIN part_event_option AS peo_agentnum
8805 ON ( part_event.eventpart = peo_agentnum.eventpart
8806 AND peo_agentnum.optionname = 'agentnum'
8807 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8809 LEFT JOIN part_event_condition
8810 ON ( part_event.eventpart = part_event_condition.eventpart
8811 AND part_event_condition.conditionname = 'cust_bill_age'
8813 LEFT JOIN part_event_condition_option
8814 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8815 AND part_event_condition_option.optionname = 'age'
8818 #'hashref' => { 'optionname' => $option },
8819 #'hashref' => { 'part_event_option.optionname' => $option },
8821 " WHERE part_event_option.optionname = ". dbh->quote($option).
8822 " AND action = 'cust_bill_send_agent' ".
8823 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8824 " AND peo_agentnum.optionname = 'agentnum' ".
8825 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8827 CASE WHEN part_event_condition_option.optionname IS NULL
8829 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8831 , part_event.weight".
8835 unless ( $part_event_option ) {
8836 return $self->agent->invoice_template || ''
8837 if $option eq 'agent_templatename';
8841 $part_event_option->optionvalue;
8845 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
8847 Subroutine (not a method), designed to be called from the queue.
8849 Takes a list of options and values.
8851 Pulls up the customer record via the custnum option and calls bill_and_collect.
8856 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8858 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8859 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
8861 $cust_main->bill_and_collect( %args );
8864 sub _upgrade_data { #class method
8865 my ($class, %opts) = @_;
8867 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8868 my $sth = dbh->prepare($sql) or die dbh->errstr;
8869 $sth->execute or die $sth->errstr;
8871 local($ignore_expired_card) = 1;
8872 $class->_upgrade_otaker(%opts);
8882 The delete method should possibly take an FS::cust_main object reference
8883 instead of a scalar customer number.
8885 Bill and collect options should probably be passed as references instead of a
8888 There should probably be a configuration file with a list of allowed credit
8891 No multiple currency support (probably a larger project than just this module).
8893 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8895 Birthdates rely on negative epoch values.
8897 The payby for card/check batches is broken. With mixed batching, bad
8900 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8904 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8905 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8906 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.