5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
12 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
17 use vars qw( $DEBUG $me $conf $default_agent_custid $custnum_display_length
20 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
25 use Scalar::Util qw( blessed );
26 use Time::Local qw(timelocal);
27 use Storable qw(thaw);
31 use Digest::MD5 qw(md5_base64);
34 use File::Temp; #qw( tempfile );
36 use Business::CreditCard 0.28;
37 use FS::UID qw( getotaker dbh driver_name );
38 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
39 use FS::Misc qw( generate_email send_email generate_ps do_print money_pretty card_types );
40 use FS::Msgcat qw(gettext);
47 use FS::cust_bill_void;
48 use FS::legacy_cust_bill;
50 use FS::cust_pay_pending;
51 use FS::cust_pay_void;
52 use FS::cust_pay_batch;
55 use FS::part_referral;
56 use FS::cust_main_county;
57 use FS::cust_location;
59 use FS::cust_main_exemption;
60 use FS::cust_tax_adjustment;
61 use FS::cust_tax_location;
63 use FS::cust_main_invoice;
65 use FS::prepay_credit;
71 use FS::payment_gateway;
72 use FS::agent_payment_gateway;
74 use FS::cust_main_note;
75 use FS::cust_attachment;
78 use FS::upgrade_journal;
81 # 1 is mostly method/subroutine entry and options
82 # 2 traces progress of some operations
83 # 3 is even more information including possibly sensitive data
85 $me = '[FS::cust_main]';
88 $ignore_expired_card = 0;
89 $ignore_banned_card = 0;
93 @encrypted_fields = ('payinfo', 'paycvv');
94 sub nohistory_fields { ('payinfo', 'paycvv'); }
96 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
98 #ask FS::UID to run this stuff for us later
99 #$FS::UID::callback{'FS::cust_main'} = sub {
100 install_callback FS::UID sub {
101 $conf = new FS::Conf;
102 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
103 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
108 my ( $hashref, $cache ) = @_;
109 if ( exists $hashref->{'pkgnum'} ) {
110 #@{ $self->{'_pkgnum'} } = ();
111 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
112 $self->{'_pkgnum'} = $subcache;
113 #push @{ $self->{'_pkgnum'} },
114 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
120 FS::cust_main - Object methods for cust_main records
126 $record = new FS::cust_main \%hash;
127 $record = new FS::cust_main { 'column' => 'value' };
129 $error = $record->insert;
131 $error = $new_record->replace($old_record);
133 $error = $record->delete;
135 $error = $record->check;
137 @cust_pkg = $record->all_pkgs;
139 @cust_pkg = $record->ncancelled_pkgs;
141 @cust_pkg = $record->suspended_pkgs;
143 $error = $record->bill;
144 $error = $record->bill %options;
145 $error = $record->bill 'time' => $time;
147 $error = $record->collect;
148 $error = $record->collect %options;
149 $error = $record->collect 'invoice_time' => $time,
154 An FS::cust_main object represents a customer. FS::cust_main inherits from
155 FS::Record. The following fields are currently supported:
161 Primary key (assigned automatically for new customers)
165 Agent (see L<FS::agent>)
169 Advertising source (see L<FS::part_referral>)
181 Cocial security number (optional)
205 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
209 Payment Information (See L<FS::payinfo_Mixin> for data format)
213 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
217 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
221 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
225 Start date month (maestro/solo cards only)
229 Start date year (maestro/solo cards only)
233 Issue number (maestro/solo cards only)
237 Name on card or billing name
241 IP address from which payment information was received
245 The credit card type (deduced from the card number).
249 Tax exempt, empty or `Y'
253 Order taker (see L<FS::access_user>)
259 =item referral_custnum
261 Referring customer number
265 Enable individual CDR spooling, empty or `Y'
269 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
273 Discourage individual CDR printing, empty or `Y'
277 Allow self-service editing of ticket subjects, empty or 'Y'
279 =item calling_list_exempt
281 Do not call, empty or 'Y'
283 =item invoice_ship_address
285 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
295 Creates a new customer. To add the customer to the database, see L<"insert">.
297 Note that this stores the hash reference, not a distinct copy of the hash it
298 points to. You can ask the object for a copy with the I<hash> method.
302 sub table { 'cust_main'; }
304 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
306 Adds this customer to the database. If there is an error, returns the error,
307 otherwise returns false.
309 Usually the customer's location will not yet exist in the database, and
310 the C<bill_location> and C<ship_location> pseudo-fields must be set to
311 uninserted L<FS::cust_location> objects. These will be inserted and linked
312 (in both directions) to the new customer record. If they're references
313 to the same object, they will become the same location.
315 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
316 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
317 are inserted atomicly, or the transaction is rolled back. Passing an empty
318 hash reference is equivalent to not supplying this parameter. There should be
319 a better explanation of this, but until then, here's an example:
322 tie %hash, 'Tie::RefHash'; #this part is important
324 $cust_pkg => [ $svc_acct ],
327 $cust_main->insert( \%hash );
329 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
330 be set as the invoicing list (see L<"invoicing_list">). Errors return as
331 expected and rollback the entire transaction; it is not necessary to call
332 check_invoicing_list first. The invoicing_list is set after the records in the
333 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
334 invoicing_list destination to the newly-created svc_acct. Here's an example:
336 $cust_main->insert( {}, [ $email, 'POST' ] );
338 Currently available options are: I<depend_jobnum>, I<noexport>,
339 I<tax_exemption> and I<prospectnum>.
341 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
342 on the supplied jobnum (they will not run until the specific job completes).
343 This can be used to defer provisioning until some action completes (such
344 as running the customer's credit card successfully).
346 The I<noexport> option is deprecated. If I<noexport> is set true, no
347 provisioning jobs (exports) are scheduled. (You can schedule them later with
348 the B<reexport> method.)
350 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
351 of tax names and exemption numbers. FS::cust_main_exemption records will be
352 created and inserted.
354 If I<prospectnum> is set, moves contacts and locations from that prospect.
360 my $cust_pkgs = @_ ? shift : {};
361 my $invoicing_list = @_ ? shift : '';
363 warn "$me insert called with options ".
364 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
367 local $SIG{HUP} = 'IGNORE';
368 local $SIG{INT} = 'IGNORE';
369 local $SIG{QUIT} = 'IGNORE';
370 local $SIG{TERM} = 'IGNORE';
371 local $SIG{TSTP} = 'IGNORE';
372 local $SIG{PIPE} = 'IGNORE';
374 my $oldAutoCommit = $FS::UID::AutoCommit;
375 local $FS::UID::AutoCommit = 0;
378 my $prepay_identifier = '';
379 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
381 if ( $self->payby eq 'PREPAY' ) {
383 $self->payby('BILL');
384 $prepay_identifier = $self->payinfo;
387 warn " looking up prepaid card $prepay_identifier\n"
390 my $error = $self->get_prepay( $prepay_identifier,
391 'amount_ref' => \$amount,
392 'seconds_ref' => \$seconds,
393 'upbytes_ref' => \$upbytes,
394 'downbytes_ref' => \$downbytes,
395 'totalbytes_ref' => \$totalbytes,
398 $dbh->rollback if $oldAutoCommit;
399 #return "error applying prepaid card (transaction rolled back): $error";
403 $payby = 'PREP' if $amount;
405 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
408 $self->payby('BILL');
409 $amount = $self->paid;
414 foreach my $l (qw(bill_location ship_location)) {
416 my $loc = delete $self->hashref->{$l} or return "$l not set";
418 if ( !$loc->locationnum ) {
419 # warn the location that we're going to insert it with no custnum
420 $loc->set(custnum_pending => 1);
421 warn " inserting $l\n"
423 my $error = $loc->insert;
425 $dbh->rollback if $oldAutoCommit;
426 my $label = $l eq 'ship_location' ? 'service' : 'billing';
427 return "$error (in $label location)";
430 } elsif ( $loc->prospectnum ) {
432 $loc->prospectnum('');
433 $loc->set(custnum_pending => 1);
434 my $error = $loc->replace;
436 $dbh->rollback if $oldAutoCommit;
437 my $label = $l eq 'ship_location' ? 'service' : 'billing';
438 return "$error (moving $label location)";
441 } elsif ( ($loc->custnum || 0) > 0 ) {
442 # then it somehow belongs to another customer--shouldn't happen
443 $dbh->rollback if $oldAutoCommit;
444 return "$l belongs to customer ".$loc->custnum;
446 # else it already belongs to this customer
447 # (happens when ship_location is identical to bill_location)
449 $self->set($l.'num', $loc->locationnum);
451 if ( $self->get($l.'num') eq '' ) {
452 $dbh->rollback if $oldAutoCommit;
457 warn " inserting $self\n"
460 $self->signupdate(time) unless $self->signupdate;
462 $self->auto_agent_custid()
463 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
465 my $error = $self->check_payinfo_cardtype
466 || $self->SUPER::insert;
468 $dbh->rollback if $oldAutoCommit;
469 #return "inserting cust_main record (transaction rolled back): $error";
473 # now set cust_location.custnum
474 foreach my $l (qw(bill_location ship_location)) {
475 warn " setting $l.custnum\n"
478 unless ( $loc->custnum ) {
479 $loc->set(custnum => $self->custnum);
480 $error ||= $loc->replace;
484 $dbh->rollback if $oldAutoCommit;
485 return "error setting $l custnum: $error";
489 warn " setting invoicing list\n"
492 if ( $invoicing_list ) {
493 $error = $self->check_invoicing_list( $invoicing_list );
495 $dbh->rollback if $oldAutoCommit;
496 #return "checking invoicing_list (transaction rolled back): $error";
499 $self->invoicing_list( $invoicing_list );
502 warn " setting customer tags\n"
505 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
506 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
507 'custnum' => $self->custnum };
508 my $error = $cust_tag->insert;
510 $dbh->rollback if $oldAutoCommit;
515 my $prospectnum = delete $options{'prospectnum'};
516 if ( $prospectnum ) {
518 warn " moving contacts and locations from prospect $prospectnum\n"
522 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
523 unless ( $prospect_main ) {
524 $dbh->rollback if $oldAutoCommit;
525 return "Unknown prospectnum $prospectnum";
527 $prospect_main->custnum($self->custnum);
528 $prospect_main->disabled('Y');
529 my $error = $prospect_main->replace;
531 $dbh->rollback if $oldAutoCommit;
535 my @contact = $prospect_main->contact;
536 my @cust_location = $prospect_main->cust_location;
537 my @qual = $prospect_main->qual;
539 foreach my $r ( @contact, @cust_location, @qual ) {
541 $r->custnum($self->custnum);
542 my $error = $r->replace;
544 $dbh->rollback if $oldAutoCommit;
551 # validate card (needs custnum already set)
552 if ( $self->payby =~ /^(CARD|DCRD)$/
553 && $conf->exists('business-onlinepayment-verification') ) {
554 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
556 $dbh->rollback if $oldAutoCommit;
561 warn " setting contacts\n"
564 if ( my $contact = delete $options{'contact'} ) {
566 foreach my $c ( @$contact ) {
567 $c->custnum($self->custnum);
568 my $error = $c->insert;
570 $dbh->rollback if $oldAutoCommit;
576 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
578 my $error = $self->process_o2m( 'table' => 'contact',
579 'fields' => FS::contact->cgi_contact_fields,
580 'params' => $contact_params,
583 $dbh->rollback if $oldAutoCommit;
588 warn " setting cust_main_exemption\n"
591 my $tax_exemption = delete $options{'tax_exemption'};
592 if ( $tax_exemption ) {
594 $tax_exemption = { map { $_ => '' } @$tax_exemption }
595 if ref($tax_exemption) eq 'ARRAY';
597 foreach my $taxname ( keys %$tax_exemption ) {
598 my $cust_main_exemption = new FS::cust_main_exemption {
599 'custnum' => $self->custnum,
600 'taxname' => $taxname,
601 'exempt_number' => $tax_exemption->{$taxname},
603 my $error = $cust_main_exemption->insert;
605 $dbh->rollback if $oldAutoCommit;
606 return "inserting cust_main_exemption (transaction rolled back): $error";
611 warn " ordering packages\n"
614 $error = $self->order_pkgs( $cust_pkgs,
616 'seconds_ref' => \$seconds,
617 'upbytes_ref' => \$upbytes,
618 'downbytes_ref' => \$downbytes,
619 'totalbytes_ref' => \$totalbytes,
622 $dbh->rollback if $oldAutoCommit;
627 $dbh->rollback if $oldAutoCommit;
628 return "No svc_acct record to apply pre-paid time";
630 if ( $upbytes || $downbytes || $totalbytes ) {
631 $dbh->rollback if $oldAutoCommit;
632 return "No svc_acct record to apply pre-paid data";
636 warn " inserting initial $payby payment of $amount\n"
638 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
640 $dbh->rollback if $oldAutoCommit;
641 return "inserting payment (transaction rolled back): $error";
645 unless ( $import || $skip_fuzzyfiles ) {
646 warn " queueing fuzzyfiles update\n"
648 $error = $self->queue_fuzzyfiles_update;
650 $dbh->rollback if $oldAutoCommit;
651 return "updating fuzzy search cache: $error";
655 # FS::geocode_Mixin::after_insert or something?
656 if ( $conf->config('tax_district_method') and !$import ) {
657 # if anything non-empty, try to look it up
658 my $queue = new FS::queue {
659 'job' => 'FS::geocode_Mixin::process_district_update',
660 'custnum' => $self->custnum,
662 my $error = $queue->insert( ref($self), $self->custnum );
664 $dbh->rollback if $oldAutoCommit;
665 return "queueing tax district update: $error";
670 warn " exporting\n" if $DEBUG > 1;
672 my $export_args = $options{'export_args'} || [];
675 map qsearch( 'part_export', {exportnum=>$_} ),
676 $conf->config('cust_main-exports'); #, $agentnum
678 foreach my $part_export ( @part_export ) {
679 my $error = $part_export->export_insert($self, @$export_args);
681 $dbh->rollback if $oldAutoCommit;
682 return "exporting to ". $part_export->exporttype.
683 " (transaction rolled back): $error";
687 #foreach my $depend_jobnum ( @$depend_jobnums ) {
688 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
690 # foreach my $jobnum ( @jobnums ) {
691 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
692 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
694 # my $error = $queue->depend_insert($depend_jobnum);
696 # $dbh->rollback if $oldAutoCommit;
697 # return "error queuing job dependancy: $error";
704 #if ( exists $options{'jobnums'} ) {
705 # push @{ $options{'jobnums'} }, @jobnums;
708 warn " insert complete; committing transaction\n"
711 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
716 use File::CounterFile;
717 sub auto_agent_custid {
720 my $format = $conf->config('cust_main-auto_agent_custid');
722 if ( $format eq '1YMMXXXXXXXX' ) {
724 my $counter = new File::CounterFile 'cust_main.agent_custid';
727 my $ym = 100000000000 + time2str('%y%m00000000', time);
728 if ( $ym > $counter->value ) {
729 $counter->{'value'} = $agent_custid = $ym;
730 $counter->{'updated'} = 1;
732 $agent_custid = $counter->inc;
738 die "Unknown cust_main-auto_agent_custid format: $format";
741 $self->agent_custid($agent_custid);
745 =item PACKAGE METHODS
747 Documentation on customer package methods has been moved to
748 L<FS::cust_main::Packages>.
750 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
752 Recharges this (existing) customer with the specified prepaid card (see
753 L<FS::prepay_credit>), specified either by I<identifier> or as an
754 FS::prepay_credit object. If there is an error, returns the error, otherwise
757 Optionally, five scalar references can be passed as well. They will have their
758 values filled in with the amount, number of seconds, and number of upload,
759 download, and total bytes applied by this prepaid card.
763 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
764 #the only place that uses these args
765 sub recharge_prepay {
766 my( $self, $prepay_credit, $amountref, $secondsref,
767 $upbytesref, $downbytesref, $totalbytesref ) = @_;
769 local $SIG{HUP} = 'IGNORE';
770 local $SIG{INT} = 'IGNORE';
771 local $SIG{QUIT} = 'IGNORE';
772 local $SIG{TERM} = 'IGNORE';
773 local $SIG{TSTP} = 'IGNORE';
774 local $SIG{PIPE} = 'IGNORE';
776 my $oldAutoCommit = $FS::UID::AutoCommit;
777 local $FS::UID::AutoCommit = 0;
780 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
782 my $error = $self->get_prepay( $prepay_credit,
783 'amount_ref' => \$amount,
784 'seconds_ref' => \$seconds,
785 'upbytes_ref' => \$upbytes,
786 'downbytes_ref' => \$downbytes,
787 'totalbytes_ref' => \$totalbytes,
789 || $self->increment_seconds($seconds)
790 || $self->increment_upbytes($upbytes)
791 || $self->increment_downbytes($downbytes)
792 || $self->increment_totalbytes($totalbytes)
793 || $self->insert_cust_pay_prepay( $amount,
795 ? $prepay_credit->identifier
800 $dbh->rollback if $oldAutoCommit;
804 if ( defined($amountref) ) { $$amountref = $amount; }
805 if ( defined($secondsref) ) { $$secondsref = $seconds; }
806 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
807 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
808 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
810 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
815 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
817 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
818 specified either by I<identifier> or as an FS::prepay_credit object.
820 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
821 incremented by the values of the prepaid card.
823 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
824 check or set this customer's I<agentnum>.
826 If there is an error, returns the error, otherwise returns false.
832 my( $self, $prepay_credit, %opt ) = @_;
834 local $SIG{HUP} = 'IGNORE';
835 local $SIG{INT} = 'IGNORE';
836 local $SIG{QUIT} = 'IGNORE';
837 local $SIG{TERM} = 'IGNORE';
838 local $SIG{TSTP} = 'IGNORE';
839 local $SIG{PIPE} = 'IGNORE';
841 my $oldAutoCommit = $FS::UID::AutoCommit;
842 local $FS::UID::AutoCommit = 0;
845 unless ( ref($prepay_credit) ) {
847 my $identifier = $prepay_credit;
849 $prepay_credit = qsearchs(
851 { 'identifier' => $identifier },
856 unless ( $prepay_credit ) {
857 $dbh->rollback if $oldAutoCommit;
858 return "Invalid prepaid card: ". $identifier;
863 if ( $prepay_credit->agentnum ) {
864 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
865 $dbh->rollback if $oldAutoCommit;
866 return "prepaid card not valid for agent ". $self->agentnum;
868 $self->agentnum($prepay_credit->agentnum);
871 my $error = $prepay_credit->delete;
873 $dbh->rollback if $oldAutoCommit;
874 return "removing prepay_credit (transaction rolled back): $error";
877 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
878 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
880 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
885 =item increment_upbytes SECONDS
887 Updates this customer's single or primary account (see L<FS::svc_acct>) by
888 the specified number of upbytes. If there is an error, returns the error,
889 otherwise returns false.
893 sub increment_upbytes {
894 _increment_column( shift, 'upbytes', @_);
897 =item increment_downbytes SECONDS
899 Updates this customer's single or primary account (see L<FS::svc_acct>) by
900 the specified number of downbytes. If there is an error, returns the error,
901 otherwise returns false.
905 sub increment_downbytes {
906 _increment_column( shift, 'downbytes', @_);
909 =item increment_totalbytes SECONDS
911 Updates this customer's single or primary account (see L<FS::svc_acct>) by
912 the specified number of totalbytes. If there is an error, returns the error,
913 otherwise returns false.
917 sub increment_totalbytes {
918 _increment_column( shift, 'totalbytes', @_);
921 =item increment_seconds SECONDS
923 Updates this customer's single or primary account (see L<FS::svc_acct>) by
924 the specified number of seconds. If there is an error, returns the error,
925 otherwise returns false.
929 sub increment_seconds {
930 _increment_column( shift, 'seconds', @_);
933 =item _increment_column AMOUNT
935 Updates this customer's single or primary account (see L<FS::svc_acct>) by
936 the specified number of seconds or bytes. If there is an error, returns
937 the error, otherwise returns false.
941 sub _increment_column {
942 my( $self, $column, $amount ) = @_;
943 warn "$me increment_column called: $column, $amount\n"
946 return '' unless $amount;
948 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
949 $self->ncancelled_pkgs;
952 return 'No packages with primary or single services found'.
953 ' to apply pre-paid time';
954 } elsif ( scalar(@cust_pkg) > 1 ) {
955 #maybe have a way to specify the package/account?
956 return 'Multiple packages found to apply pre-paid time';
959 my $cust_pkg = $cust_pkg[0];
960 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
964 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
967 return 'No account found to apply pre-paid time';
968 } elsif ( scalar(@cust_svc) > 1 ) {
969 return 'Multiple accounts found to apply pre-paid time';
972 my $svc_acct = $cust_svc[0]->svc_x;
973 warn " found service svcnum ". $svc_acct->pkgnum.
974 ' ('. $svc_acct->email. ")\n"
977 $column = "increment_$column";
978 $svc_acct->$column($amount);
982 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
984 Inserts a prepayment in the specified amount for this customer. An optional
985 second argument can specify the prepayment identifier for tracking purposes.
986 If there is an error, returns the error, otherwise returns false.
990 sub insert_cust_pay_prepay {
991 shift->insert_cust_pay('PREP', @_);
994 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
996 Inserts a cash payment in the specified amount for this customer. An optional
997 second argument can specify the payment identifier for tracking purposes.
998 If there is an error, returns the error, otherwise returns false.
1002 sub insert_cust_pay_cash {
1003 shift->insert_cust_pay('CASH', @_);
1006 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1008 Inserts a Western Union payment in the specified amount for this customer. An
1009 optional second argument can specify the prepayment identifier for tracking
1010 purposes. If there is an error, returns the error, otherwise returns false.
1014 sub insert_cust_pay_west {
1015 shift->insert_cust_pay('WEST', @_);
1018 sub insert_cust_pay {
1019 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1020 my $payinfo = scalar(@_) ? shift : '';
1022 my $cust_pay = new FS::cust_pay {
1023 'custnum' => $self->custnum,
1024 'paid' => sprintf('%.2f', $amount),
1025 #'_date' => #date the prepaid card was purchased???
1027 'payinfo' => $payinfo,
1035 This method is deprecated. See the I<depend_jobnum> option to the insert and
1036 order_pkgs methods for a better way to defer provisioning.
1038 Re-schedules all exports by calling the B<reexport> method of all associated
1039 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1040 otherwise returns false.
1047 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1048 "use the depend_jobnum option to insert or order_pkgs to delay export";
1050 local $SIG{HUP} = 'IGNORE';
1051 local $SIG{INT} = 'IGNORE';
1052 local $SIG{QUIT} = 'IGNORE';
1053 local $SIG{TERM} = 'IGNORE';
1054 local $SIG{TSTP} = 'IGNORE';
1055 local $SIG{PIPE} = 'IGNORE';
1057 my $oldAutoCommit = $FS::UID::AutoCommit;
1058 local $FS::UID::AutoCommit = 0;
1061 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1062 my $error = $cust_pkg->reexport;
1064 $dbh->rollback if $oldAutoCommit;
1069 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1074 =item delete [ OPTION => VALUE ... ]
1076 This deletes the customer. If there is an error, returns the error, otherwise
1079 This will completely remove all traces of the customer record. This is not
1080 what you want when a customer cancels service; for that, cancel all of the
1081 customer's packages (see L</cancel>).
1083 If the customer has any uncancelled packages, you need to pass a new (valid)
1084 customer number for those packages to be transferred to, as the "new_customer"
1085 option. Cancelled packages will be deleted. Did I mention that this is NOT
1086 what you want when a customer cancels service and that you really should be
1087 looking at L<FS::cust_pkg/cancel>?
1089 You can't delete a customer with invoices (see L<FS::cust_bill>),
1090 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1091 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1092 set the "delete_financials" option to a true value.
1097 my( $self, %opt ) = @_;
1099 local $SIG{HUP} = 'IGNORE';
1100 local $SIG{INT} = 'IGNORE';
1101 local $SIG{QUIT} = 'IGNORE';
1102 local $SIG{TERM} = 'IGNORE';
1103 local $SIG{TSTP} = 'IGNORE';
1104 local $SIG{PIPE} = 'IGNORE';
1106 my $oldAutoCommit = $FS::UID::AutoCommit;
1107 local $FS::UID::AutoCommit = 0;
1110 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1111 $dbh->rollback if $oldAutoCommit;
1112 return "Can't delete a master agent customer";
1115 #use FS::access_user
1116 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1117 $dbh->rollback if $oldAutoCommit;
1118 return "Can't delete a master employee customer";
1121 tie my %financial_tables, 'Tie::IxHash',
1122 'cust_bill' => 'invoices',
1123 'cust_statement' => 'statements',
1124 'cust_credit' => 'credits',
1125 'cust_pay' => 'payments',
1126 'cust_refund' => 'refunds',
1129 foreach my $table ( keys %financial_tables ) {
1131 my @records = $self->$table();
1133 if ( @records && ! $opt{'delete_financials'} ) {
1134 $dbh->rollback if $oldAutoCommit;
1135 return "Can't delete a customer with ". $financial_tables{$table};
1138 foreach my $record ( @records ) {
1139 my $error = $record->delete;
1141 $dbh->rollback if $oldAutoCommit;
1142 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1148 my @cust_pkg = $self->ncancelled_pkgs;
1150 my $new_custnum = $opt{'new_custnum'};
1151 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1152 $dbh->rollback if $oldAutoCommit;
1153 return "Invalid new customer number: $new_custnum";
1155 foreach my $cust_pkg ( @cust_pkg ) {
1156 my %hash = $cust_pkg->hash;
1157 $hash{'custnum'} = $new_custnum;
1158 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1159 my $error = $new_cust_pkg->replace($cust_pkg,
1160 options => { $cust_pkg->options },
1163 $dbh->rollback if $oldAutoCommit;
1168 my @cancelled_cust_pkg = $self->all_pkgs;
1169 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1170 my $error = $cust_pkg->delete;
1172 $dbh->rollback if $oldAutoCommit;
1177 #cust_tax_adjustment in financials?
1178 #cust_pay_pending? ouch
1180 foreach my $table (qw(
1181 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1182 cust_location cust_main_note cust_tax_adjustment
1183 cust_pay_void cust_pay_batch queue cust_tax_exempt
1185 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1186 my $error = $record->delete;
1188 $dbh->rollback if $oldAutoCommit;
1194 my $sth = $dbh->prepare(
1195 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1197 my $errstr = $dbh->errstr;
1198 $dbh->rollback if $oldAutoCommit;
1201 $sth->execute($self->custnum) or do {
1202 my $errstr = $sth->errstr;
1203 $dbh->rollback if $oldAutoCommit;
1209 my $ticket_dbh = '';
1210 if ($conf->config('ticket_system') eq 'RT_Internal') {
1212 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1213 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1214 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1215 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1218 if ( $ticket_dbh ) {
1220 my $ticket_sth = $ticket_dbh->prepare(
1221 'DELETE FROM Links WHERE Target = ?'
1223 my $errstr = $ticket_dbh->errstr;
1224 $dbh->rollback if $oldAutoCommit;
1227 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1229 my $errstr = $ticket_sth->errstr;
1230 $dbh->rollback if $oldAutoCommit;
1234 #check and see if the customer is the only link on the ticket, and
1235 #if so, set the ticket to deleted status in RT?
1236 #maybe someday, for now this will at least fix tickets not displaying
1240 #delete the customer record
1242 my $error = $self->SUPER::delete;
1244 $dbh->rollback if $oldAutoCommit;
1248 # cust_main exports!
1250 #my $export_args = $options{'export_args'} || [];
1253 map qsearch( 'part_export', {exportnum=>$_} ),
1254 $conf->config('cust_main-exports'); #, $agentnum
1256 foreach my $part_export ( @part_export ) {
1257 my $error = $part_export->export_delete( $self ); #, @$export_args);
1259 $dbh->rollback if $oldAutoCommit;
1260 return "exporting to ". $part_export->exporttype.
1261 " (transaction rolled back): $error";
1265 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1270 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1272 This merges this customer into the provided new custnum, and then deletes the
1273 customer. If there is an error, returns the error, otherwise returns false.
1275 The source customer's name, company name, phone numbers, agent,
1276 referring customer, customer class, advertising source, order taker, and
1277 billing information (except balance) are discarded.
1279 All packages are moved to the target customer. Packages with package locations
1280 are preserved. Packages without package locations are moved to a new package
1281 location with the source customer's service/shipping address.
1283 All invoices, statements, payments, credits and refunds are moved to the target
1284 customer. The source customer's balance is added to the target customer.
1286 All notes, attachments, tickets and customer tags are moved to the target
1289 Change history is not currently moved.
1294 my( $self, $new_custnum, %opt ) = @_;
1296 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1298 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1299 or return "Invalid new customer number: $new_custnum";
1301 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1302 if $self->agentnum != $new_cust_main->agentnum
1303 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1305 local $SIG{HUP} = 'IGNORE';
1306 local $SIG{INT} = 'IGNORE';
1307 local $SIG{QUIT} = 'IGNORE';
1308 local $SIG{TERM} = 'IGNORE';
1309 local $SIG{TSTP} = 'IGNORE';
1310 local $SIG{PIPE} = 'IGNORE';
1312 my $oldAutoCommit = $FS::UID::AutoCommit;
1313 local $FS::UID::AutoCommit = 0;
1316 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1317 $dbh->rollback if $oldAutoCommit;
1318 return "Can't merge a master agent customer";
1321 #use FS::access_user
1322 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1323 $dbh->rollback if $oldAutoCommit;
1324 return "Can't merge a master employee customer";
1327 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1328 'status' => { op=>'!=', value=>'done' },
1332 $dbh->rollback if $oldAutoCommit;
1333 return "Can't merge a customer with pending payments";
1336 tie my %financial_tables, 'Tie::IxHash',
1337 'cust_bill' => 'invoices',
1338 'cust_bill_void' => 'voided invoices',
1339 'cust_statement' => 'statements',
1340 'cust_credit' => 'credits',
1341 'cust_credit_void' => 'voided credits',
1342 'cust_pay' => 'payments',
1343 'cust_pay_void' => 'voided payments',
1344 'cust_refund' => 'refunds',
1347 foreach my $table ( keys %financial_tables ) {
1349 my @records = $self->$table();
1351 foreach my $record ( @records ) {
1352 $record->custnum($new_custnum);
1353 my $error = $record->replace;
1355 $dbh->rollback if $oldAutoCommit;
1356 return "Error merging ". $financial_tables{$table}. ": $error\n";
1362 my $name = $self->ship_name; #?
1364 my $locationnum = '';
1365 foreach my $cust_pkg ( $self->all_pkgs ) {
1366 $cust_pkg->custnum($new_custnum);
1368 unless ( $cust_pkg->locationnum ) {
1369 unless ( $locationnum ) {
1370 my $cust_location = new FS::cust_location {
1371 $self->location_hash,
1372 'custnum' => $new_custnum,
1374 my $error = $cust_location->insert;
1376 $dbh->rollback if $oldAutoCommit;
1379 $locationnum = $cust_location->locationnum;
1381 $cust_pkg->locationnum($locationnum);
1384 my $error = $cust_pkg->replace;
1386 $dbh->rollback if $oldAutoCommit;
1390 # add customer (ship) name to svc_phone.phone_name if blank
1391 my @cust_svc = $cust_pkg->cust_svc;
1392 foreach my $cust_svc (@cust_svc) {
1393 my($label, $value, $svcdb) = $cust_svc->label;
1394 next unless $svcdb eq 'svc_phone';
1395 my $svc_phone = $cust_svc->svc_x;
1396 next if $svc_phone->phone_name;
1397 $svc_phone->phone_name($name);
1398 my $error = $svc_phone->replace;
1400 $dbh->rollback if $oldAutoCommit;
1408 # cust_tax_exempt (texas tax exemptions)
1409 # cust_recon (some sort of not-well understood thing for OnPac)
1411 #these are moved over
1412 foreach my $table (qw(
1413 cust_tag cust_location contact cust_attachment cust_main_note
1414 cust_tax_adjustment cust_pay_batch queue
1416 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1417 $record->custnum($new_custnum);
1418 my $error = $record->replace;
1420 $dbh->rollback if $oldAutoCommit;
1426 #these aren't preserved
1427 foreach my $table (qw(
1428 cust_main_exemption cust_main_invoice
1430 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1431 my $error = $record->delete;
1433 $dbh->rollback if $oldAutoCommit;
1440 my $sth = $dbh->prepare(
1441 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1443 my $errstr = $dbh->errstr;
1444 $dbh->rollback if $oldAutoCommit;
1447 $sth->execute($new_custnum, $self->custnum) or do {
1448 my $errstr = $sth->errstr;
1449 $dbh->rollback if $oldAutoCommit;
1455 my $ticket_dbh = '';
1456 if ($conf->config('ticket_system') eq 'RT_Internal') {
1458 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1459 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1460 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1461 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1464 if ( $ticket_dbh ) {
1466 my $ticket_sth = $ticket_dbh->prepare(
1467 'UPDATE Links SET Target = ? WHERE Target = ?'
1469 my $errstr = $ticket_dbh->errstr;
1470 $dbh->rollback if $oldAutoCommit;
1473 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1474 'freeside://freeside/cust_main/'.$self->custnum)
1476 my $errstr = $ticket_sth->errstr;
1477 $dbh->rollback if $oldAutoCommit;
1483 #delete the customer record
1485 my $error = $self->delete;
1487 $dbh->rollback if $oldAutoCommit;
1491 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1496 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1498 Replaces the OLD_RECORD with this one in the database. If there is an error,
1499 returns the error, otherwise returns false.
1501 To change the customer's address, set the pseudo-fields C<bill_location> and
1502 C<ship_location>. The address will still only change if at least one of the
1503 address fields differs from the existing values.
1505 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1506 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1507 expected and rollback the entire transaction; it is not necessary to call
1508 check_invoicing_list first. Here's an example:
1510 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1512 Currently available options are: I<tax_exemption>.
1514 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1515 of tax names and exemption numbers. FS::cust_main_exemption records will be
1516 deleted and inserted as appropriate.
1523 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1525 : $self->replace_old;
1529 warn "$me replace called\n"
1532 my $curuser = $FS::CurrentUser::CurrentUser;
1533 if ( $self->payby eq 'COMP'
1534 && $self->payby ne $old->payby
1535 && ! $curuser->access_right('Complimentary customer')
1538 return "You are not permitted to create complimentary accounts.";
1541 local($ignore_expired_card) = 1
1542 if $old->payby =~ /^(CARD|DCRD)$/
1543 && $self->payby =~ /^(CARD|DCRD)$/
1544 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1546 local($ignore_banned_card) = 1
1547 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1548 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1549 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1551 if ( $self->payby =~ /^(CARD|DCRD)$/
1552 && $old->payinfo ne $self->payinfo
1553 && $old->paymask ne $self->paymask )
1555 my $error = $self->check_payinfo_cardtype;
1556 return $error if $error;
1558 if ( $conf->exists('business-onlinepayment-verification') ) {
1559 #need to standardize paydate for this, false laziness with check
1561 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1562 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1563 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1564 ( $m, $y ) = ( $2, "19$1" );
1565 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1566 ( $m, $y ) = ( $3, "20$2" );
1568 return "Illegal expiration date: ". $self->paydate;
1570 $m = sprintf('%02d',$m);
1571 $self->paydate("$y-$m-01");
1573 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
1574 return $error if $error;
1578 return "Invoicing locale is required"
1581 && $conf->exists('cust_main-require_locale');
1583 local $SIG{HUP} = 'IGNORE';
1584 local $SIG{INT} = 'IGNORE';
1585 local $SIG{QUIT} = 'IGNORE';
1586 local $SIG{TERM} = 'IGNORE';
1587 local $SIG{TSTP} = 'IGNORE';
1588 local $SIG{PIPE} = 'IGNORE';
1590 my $oldAutoCommit = $FS::UID::AutoCommit;
1591 local $FS::UID::AutoCommit = 0;
1594 for my $l (qw(bill_location ship_location)) {
1595 my $old_loc = $old->$l;
1596 my $new_loc = $self->$l;
1598 # find the existing location if there is one
1599 $new_loc->set('custnum' => $self->custnum);
1600 my $error = $new_loc->find_or_insert;
1602 $dbh->rollback if $oldAutoCommit;
1605 $self->set($l.'num', $new_loc->locationnum);
1608 # replace the customer record
1609 my $error = $self->SUPER::replace($old);
1612 $dbh->rollback if $oldAutoCommit;
1616 # now move packages to the new service location
1617 $self->set('ship_location', ''); #flush cache
1618 if ( $old->ship_locationnum and # should only be null during upgrade...
1619 $old->ship_locationnum != $self->ship_locationnum ) {
1620 $error = $old->ship_location->move_to($self->ship_location);
1622 $dbh->rollback if $oldAutoCommit;
1626 # don't move packages based on the billing location, but
1627 # disable it if it's no longer in use
1628 if ( $old->bill_locationnum and
1629 $old->bill_locationnum != $self->bill_locationnum ) {
1630 $error = $old->bill_location->disable_if_unused;
1632 $dbh->rollback if $oldAutoCommit;
1637 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1638 my $invoicing_list = shift @param;
1639 $error = $self->check_invoicing_list( $invoicing_list );
1641 $dbh->rollback if $oldAutoCommit;
1644 $self->invoicing_list( $invoicing_list );
1647 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1649 #this could be more efficient than deleting and re-inserting, if it matters
1650 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1651 my $error = $cust_tag->delete;
1653 $dbh->rollback if $oldAutoCommit;
1657 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1658 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1659 'custnum' => $self->custnum };
1660 my $error = $cust_tag->insert;
1662 $dbh->rollback if $oldAutoCommit;
1669 my %options = @param;
1671 my $tax_exemption = delete $options{'tax_exemption'};
1672 if ( $tax_exemption ) {
1674 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1675 if ref($tax_exemption) eq 'ARRAY';
1677 my %cust_main_exemption =
1678 map { $_->taxname => $_ }
1679 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1681 foreach my $taxname ( keys %$tax_exemption ) {
1683 if ( $cust_main_exemption{$taxname} &&
1684 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1687 delete $cust_main_exemption{$taxname};
1691 my $cust_main_exemption = new FS::cust_main_exemption {
1692 'custnum' => $self->custnum,
1693 'taxname' => $taxname,
1694 'exempt_number' => $tax_exemption->{$taxname},
1696 my $error = $cust_main_exemption->insert;
1698 $dbh->rollback if $oldAutoCommit;
1699 return "inserting cust_main_exemption (transaction rolled back): $error";
1703 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1704 my $error = $cust_main_exemption->delete;
1706 $dbh->rollback if $oldAutoCommit;
1707 return "deleting cust_main_exemption (transaction rolled back): $error";
1713 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1714 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1715 && $self->get('payinfo') !~ /^99\d{14}$/
1717 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1722 # card/check/lec info has changed, want to retry realtime_ invoice events
1723 my $error = $self->retry_realtime;
1725 $dbh->rollback if $oldAutoCommit;
1730 unless ( $import || $skip_fuzzyfiles ) {
1731 $error = $self->queue_fuzzyfiles_update;
1733 $dbh->rollback if $oldAutoCommit;
1734 return "updating fuzzy search cache: $error";
1738 # tax district update in cust_location
1740 # cust_main exports!
1742 my $export_args = $options{'export_args'} || [];
1745 map qsearch( 'part_export', {exportnum=>$_} ),
1746 $conf->config('cust_main-exports'); #, $agentnum
1748 foreach my $part_export ( @part_export ) {
1749 my $error = $part_export->export_replace( $self, $old, @$export_args);
1751 $dbh->rollback if $oldAutoCommit;
1752 return "exporting to ". $part_export->exporttype.
1753 " (transaction rolled back): $error";
1757 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1762 =item queue_fuzzyfiles_update
1764 Used by insert & replace to update the fuzzy search cache
1768 use FS::cust_main::Search;
1769 sub queue_fuzzyfiles_update {
1772 local $SIG{HUP} = 'IGNORE';
1773 local $SIG{INT} = 'IGNORE';
1774 local $SIG{QUIT} = 'IGNORE';
1775 local $SIG{TERM} = 'IGNORE';
1776 local $SIG{TSTP} = 'IGNORE';
1777 local $SIG{PIPE} = 'IGNORE';
1779 my $oldAutoCommit = $FS::UID::AutoCommit;
1780 local $FS::UID::AutoCommit = 0;
1783 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1784 my $queue = new FS::queue {
1785 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1787 my @args = "cust_main.$field", $self->get($field);
1788 my $error = $queue->insert( @args );
1790 $dbh->rollback if $oldAutoCommit;
1791 return "queueing job (transaction rolled back): $error";
1795 my @locations = $self->bill_location;
1796 push @locations, $self->ship_location if $self->has_ship_address;
1797 foreach my $location (@locations) {
1798 my $queue = new FS::queue {
1799 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1801 my @args = 'cust_location.address1', $location->address1;
1802 my $error = $queue->insert( @args );
1804 $dbh->rollback if $oldAutoCommit;
1805 return "queueing job (transaction rolled back): $error";
1809 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1816 Checks all fields to make sure this is a valid customer record. If there is
1817 an error, returns the error, otherwise returns false. Called by the insert
1818 and replace methods.
1825 warn "$me check BEFORE: \n". $self->_dump
1829 $self->ut_numbern('custnum')
1830 || $self->ut_number('agentnum')
1831 || $self->ut_textn('agent_custid')
1832 || $self->ut_number('refnum')
1833 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1834 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1835 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1836 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1837 || $self->ut_textn('custbatch')
1838 || $self->ut_name('last')
1839 || $self->ut_name('first')
1840 || $self->ut_snumbern('signupdate')
1841 || $self->ut_snumbern('birthdate')
1842 || $self->ut_namen('spouse_last')
1843 || $self->ut_namen('spouse_first')
1844 || $self->ut_snumbern('spouse_birthdate')
1845 || $self->ut_snumbern('anniversary_date')
1846 || $self->ut_textn('company')
1847 || $self->ut_textn('ship_company')
1848 || $self->ut_anything('comments')
1849 || $self->ut_numbern('referral_custnum')
1850 || $self->ut_textn('stateid')
1851 || $self->ut_textn('stateid_state')
1852 || $self->ut_textn('invoice_terms')
1853 || $self->ut_floatn('cdr_termination_percentage')
1854 || $self->ut_floatn('credit_limit')
1855 || $self->ut_numbern('billday')
1856 || $self->ut_numbern('prorate_day')
1857 || $self->ut_flag('force_prorate_day')
1858 || $self->ut_flag('edit_subject')
1859 || $self->ut_flag('calling_list_exempt')
1860 || $self->ut_flag('invoice_noemail')
1861 || $self->ut_flag('message_noemail')
1862 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1863 || $self->ut_flag('invoice_ship_address')
1866 foreach (qw(company ship_company)) {
1867 my $company = $self->get($_);
1868 $company =~ s/^\s+//;
1869 $company =~ s/\s+$//;
1870 $company =~ s/\s+/ /g;
1871 $self->set($_, $company);
1874 #barf. need message catalogs. i18n. etc.
1875 $error .= "Please select an advertising source."
1876 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1877 return $error if $error;
1879 return "Unknown agent"
1880 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1882 return "Unknown refnum"
1883 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1885 return "Unknown referring custnum: ". $self->referral_custnum
1886 unless ! $self->referral_custnum
1887 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1889 if ( $self->ss eq '' ) {
1894 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1895 or return "Illegal social security number: ". $self->ss;
1896 $self->ss("$1-$2-$3");
1899 #turn off invoice_ship_address if ship & bill are the same
1900 if ($self->bill_locationnum eq $self->ship_locationnum) {
1901 $self->invoice_ship_address('');
1904 # cust_main_county verification now handled by cust_location check
1907 $self->ut_phonen('daytime', $self->country)
1908 || $self->ut_phonen('night', $self->country)
1909 || $self->ut_phonen('fax', $self->country)
1910 || $self->ut_phonen('mobile', $self->country)
1912 return $error if $error;
1914 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1916 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1919 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1921 : FS::Msgcat::_gettext('daytime');
1922 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1924 : FS::Msgcat::_gettext('night');
1926 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1928 : FS::Msgcat::_gettext('mobile');
1930 return "$daytime_label, $night_label or $mobile_label is required"
1934 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1935 # or return "Illegal payby: ". $self->payby;
1937 FS::payby->can_payby($self->table, $self->payby)
1938 or return "Illegal payby: ". $self->payby;
1940 $error = $self->ut_numbern('paystart_month')
1941 || $self->ut_numbern('paystart_year')
1942 || $self->ut_numbern('payissue')
1943 || $self->ut_textn('paytype')
1945 return $error if $error;
1947 if ( $self->payip eq '' ) {
1950 $error = $self->ut_ip('payip');
1951 return $error if $error;
1954 # If it is encrypted and the private key is not availaible then we can't
1955 # check the credit card.
1956 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1958 # Need some kind of global flag to accept invalid cards, for testing
1960 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1962 my $payinfo = $self->payinfo;
1963 $payinfo =~ s/\D//g;
1964 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1965 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1967 $self->payinfo($payinfo);
1969 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1971 my $cardtype = $self->paycardtype;
1972 if ( $payinfo =~ /^99\d{14}$/ ) {
1973 $self->set('is_tokenized', 'Y'); #so we don't try to do it again
1974 if ( $self->paymask =~ /^\d+x/ ) {
1975 $cardtype = cardtype($self->paymask);
1977 #return "paycardtype required ".
1978 # "(can't derive from a token and no paymask w/prefix provided)"
1982 $cardtype = cardtype($self->payinfo);
1985 return gettext('unknown_card_type') if $cardtype eq 'Unknown';
1987 $self->set('paycardtype', $cardtype);
1989 unless ( $ignore_banned_card ) {
1990 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1992 if ( $ban->bantype eq 'warn' ) {
1993 #or others depending on value of $ban->reason ?
1994 return '_duplicate_card'.
1995 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1996 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1997 ' (ban# '. $ban->bannum. ')'
1998 unless $self->override_ban_warn;
2000 return 'Banned credit card: banned on '.
2001 time2str('%a %h %o at %r', $ban->_date).
2002 ' by '. $ban->otaker.
2003 ' (ban# '. $ban->bannum. ')';
2008 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
2009 if ( $cardtype eq 'American Express card' ) {
2010 $self->paycvv =~ /^(\d{4})$/
2011 or return "CVV2 (CID) for American Express cards is four digits.";
2014 $self->paycvv =~ /^(\d{3})$/
2015 or return "CVV2 (CVC2/CID) is three digits.";
2022 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2024 return "Start date or issue number is required for $cardtype cards"
2025 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2027 return "Start month must be between 1 and 12"
2028 if $self->paystart_month
2029 and $self->paystart_month < 1 || $self->paystart_month > 12;
2031 return "Start year must be 1990 or later"
2032 if $self->paystart_year
2033 and $self->paystart_year < 1990;
2035 return "Issue number must be beween 1 and 99"
2037 and $self->payissue < 1 || $self->payissue > 99;
2040 $self->paystart_month('');
2041 $self->paystart_year('');
2042 $self->payissue('');
2045 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2047 my $payinfo = $self->payinfo;
2048 $payinfo =~ s/[^\d\@\.]//g;
2049 if ( $conf->config('echeck-country') eq 'CA' ) {
2050 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2051 or return 'invalid echeck account@branch.bank';
2052 $payinfo = "$1\@$2.$3";
2053 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2054 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2055 $payinfo = "$1\@$2";
2057 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2058 $payinfo = "$1\@$2";
2060 $self->payinfo($payinfo);
2063 unless ( $ignore_banned_card ) {
2064 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2066 if ( $ban->bantype eq 'warn' ) {
2067 #or others depending on value of $ban->reason ?
2068 return '_duplicate_ach' unless $self->override_ban_warn;
2070 return 'Banned ACH account: banned on '.
2071 time2str('%a %h %o at %r', $ban->_date).
2072 ' by '. $ban->otaker.
2073 ' (ban# '. $ban->bannum. ')';
2078 } elsif ( $self->payby eq 'LECB' ) {
2080 my $payinfo = $self->payinfo;
2081 $payinfo =~ s/\D//g;
2082 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2084 $self->payinfo($payinfo);
2087 } elsif ( $self->payby eq 'BILL' ) {
2089 $error = $self->ut_textn('payinfo');
2090 return "Illegal P.O. number: ". $self->payinfo if $error;
2093 } elsif ( $self->payby eq 'COMP' ) {
2095 my $curuser = $FS::CurrentUser::CurrentUser;
2096 if ( ! $self->custnum
2097 && ! $curuser->access_right('Complimentary customer')
2100 return "You are not permitted to create complimentary accounts."
2103 $error = $self->ut_textn('payinfo');
2104 return "Illegal comp account issuer: ". $self->payinfo if $error;
2107 } elsif ( $self->payby eq 'PREPAY' ) {
2109 my $payinfo = $self->payinfo;
2110 $payinfo =~ s/\W//g; #anything else would just confuse things
2111 $self->payinfo($payinfo);
2112 $error = $self->ut_alpha('payinfo');
2113 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2114 return "Unknown prepayment identifier"
2115 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2118 } elsif ( $self->payby =~ /^CARD|DCRD$/ and $self->paymask ) {
2119 # either ignoring invalid cards, or we can't decrypt the payinfo, but
2120 # try to detect the card type anyway. this never returns failure, so
2121 # the contract of $ignore_invalid_cards is maintained.
2122 $self->set('paycardtype', cardtype($self->paymask));
2125 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2126 return "Expiration date required"
2127 # shouldn't payinfo_check do this?
2128 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2132 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2133 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2134 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2135 ( $m, $y ) = ( $2, "19$1" );
2136 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2137 ( $m, $y ) = ( $3, "20$2" );
2139 return "Illegal expiration date: ". $self->paydate;
2141 $m = sprintf('%02d',$m);
2142 $self->paydate("$y-$m-01");
2143 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2144 return gettext('expired_card')
2146 && !$ignore_expired_card
2147 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2150 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2151 ( ! $conf->exists('require_cardname')
2152 || $self->payby !~ /^(CARD|DCRD)$/ )
2154 $self->payname( $self->first. " ". $self->getfield('last') );
2157 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2158 $self->payname =~ /^([\w \,\.\-\']*)$/
2159 or return gettext('illegal_name'). " payname: ". $self->payname;
2162 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2163 or return gettext('illegal_name'). " payname: ". $self->payname;
2169 return "Please select an invoicing locale"
2172 && $conf->exists('cust_main-require_locale');
2174 return "Please select a customer class"
2175 if ! $self->classnum
2176 && $conf->exists('cust_main-require_classnum');
2178 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2179 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2183 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2185 warn "$me check AFTER: \n". $self->_dump
2188 $self->SUPER::check;
2191 sub check_payinfo_cardtype {
2194 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2196 my $payinfo = $self->payinfo;
2197 $payinfo =~ s/\D//g;
2199 if ( $payinfo =~ /^99\d{14}$/ ) {
2203 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2204 my $cardtype = cardtype($payinfo);
2205 $self->set('paycardtype', $cardtype);
2207 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2215 Additional checks for replace only.
2220 my ($new,$old) = @_;
2221 #preserve old value if global config is set
2222 if ($old && $conf->exists('invoice-ship_address')) {
2223 $new->invoice_ship_address($old->invoice_ship_address);
2230 Returns a list of fields which have ship_ duplicates.
2235 qw( last first company
2237 address1 address2 city county state zip country
2239 daytime night fax mobile
2243 =item has_ship_address
2245 Returns true if this customer record has a separate shipping address.
2249 sub has_ship_address {
2251 $self->bill_locationnum != $self->ship_locationnum;
2256 Returns a list of key/value pairs, with the following keys: address1,
2257 adddress2, city, county, state, zip, country, district, and geocode. The
2258 shipping address is used if present.
2264 $self->ship_location->location_hash;
2269 Returns all locations (see L<FS::cust_location>) for this customer.
2275 qsearch('cust_location', { 'custnum' => $self->custnum,
2276 'prospectnum' => '' } );
2281 Returns all contacts (see L<FS::contact>) for this customer.
2285 #already used :/ sub contact {
2288 qsearch('contact', { 'custnum' => $self->custnum } );
2293 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2294 and L<FS::cust_pkg>) for this customer, except those on hold.
2296 Returns a list: an empty list on success or a list of errors.
2302 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2307 Unsuspends all suspended packages in the on-hold state (those without setup
2308 dates) for this customer.
2314 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2319 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2321 Returns a list: an empty list on success or a list of errors.
2327 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2330 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2332 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2333 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2334 of a list of pkgparts; the hashref has the following keys:
2338 =item pkgparts - listref of pkgparts
2340 =item (other options are passed to the suspend method)
2345 Returns a list: an empty list on success or a list of errors.
2349 sub suspend_if_pkgpart {
2351 my (@pkgparts, %opt);
2352 if (ref($_[0]) eq 'HASH'){
2353 @pkgparts = @{$_[0]{pkgparts}};
2358 grep { $_->suspend(%opt) }
2359 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2360 $self->unsuspended_pkgs;
2363 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2365 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2366 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2367 instead of a list of pkgparts; the hashref has the following keys:
2371 =item pkgparts - listref of pkgparts
2373 =item (other options are passed to the suspend method)
2377 Returns a list: an empty list on success or a list of errors.
2381 sub suspend_unless_pkgpart {
2383 my (@pkgparts, %opt);
2384 if (ref($_[0]) eq 'HASH'){
2385 @pkgparts = @{$_[0]{pkgparts}};
2390 grep { $_->suspend(%opt) }
2391 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2392 $self->unsuspended_pkgs;
2395 =item cancel [ OPTION => VALUE ... ]
2397 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2398 The cancellation time will be now.
2402 Always returns a list: an empty list on success or a list of errors.
2409 warn "$me cancel called on customer ". $self->custnum. " with options ".
2410 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2412 my @pkgs = $self->ncancelled_pkgs;
2414 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2417 =item cancel_pkgs OPTIONS
2419 Cancels a specified list of packages. OPTIONS can include:
2423 =item cust_pkg - an arrayref of the packages. Required.
2425 =item time - the cancellation time, used to calculate final bills and
2426 unused-time credits if any. Will be passed through to the bill() and
2427 FS::cust_pkg::cancel() methods.
2429 =item quiet - can be set true to supress email cancellation notices.
2431 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2432 reasonnum of an existing reason, or passing a hashref will create a new reason.
2433 The hashref should have the following keys:
2434 typenum - Reason type (see L<FS::reason_type>)
2435 reason - Text of the new reason.
2437 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2438 for the individual packages, parallel to the C<cust_pkg> argument. The
2439 reason and reason_otaker arguments will be taken from those objects.
2441 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2443 =item nobill - can be set true to skip billing if it might otherwise be done.
2448 my( $self, %opt ) = @_;
2450 # we're going to cancel services, which is not reversible
2451 # but on 3.x, don't strictly enforce this
2452 warn "cancel_pkgs should not be run inside a transaction"
2453 if $FS::UID::AutoCommit == 0;
2455 local $FS::UID::AutoCommit = 0;
2457 return ( 'access denied' )
2458 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2460 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2462 #should try decryption (we might have the private key)
2463 # and if not maybe queue a job for the server that does?
2464 return ( "Can't (yet) ban encrypted credit cards" )
2465 if $self->is_encrypted($self->payinfo);
2467 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2468 my $error = $ban->insert;
2476 my @pkgs = @{ delete $opt{'cust_pkg'} };
2477 my $cancel_time = $opt{'time'} || time;
2479 # bill all packages first, so we don't lose usage, service counts for
2480 # bulk billing, etc.
2481 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2483 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2485 'time' => $cancel_time );
2487 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2489 return ( "Error billing during cancellation: $error" );
2494 $FS::UID::AutoCommit = 1;
2496 # now cancel all services, the same way we would for individual packages.
2497 # if any of them fail, cancel the rest anyway.
2498 my @cust_svc = map { $_->cust_svc } @pkgs;
2499 my @sorted_cust_svc =
2501 sort { $a->[1] <=> $b->[1] }
2502 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2504 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2507 foreach my $cust_svc (@sorted_cust_svc) {
2508 my $part_svc = $cust_svc->part_svc;
2509 next if ( defined($part_svc) and $part_svc->preserve );
2510 my $error = $cust_svc->cancel; # immediate cancel, no date option
2511 push @errors, $error if $error;
2517 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2518 $self->custnum. "\n"
2522 if ($opt{'cust_pkg_reason'}) {
2523 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2529 my $cpr = shift @cprs;
2531 $lopt{'reason'} = $cpr->reasonnum;
2532 $lopt{'reason_otaker'} = $cpr->otaker;
2534 warn "no reason found when canceling package ".$_->pkgnum."\n";
2535 $lopt{'reason'} = '';
2538 my $error = $_->cancel(%lopt);
2539 push @errors, 'pkgnum '.$_->pkgnum.': '.$error if $error;
2545 sub _banned_pay_hashref {
2556 'payby' => $payby2ban{$self->payby},
2557 'payinfo' => $self->payinfo,
2558 #don't ever *search* on reason! #'reason' =>
2562 sub _new_banned_pay_hashref {
2564 my $hr = $self->_banned_pay_hashref;
2565 $hr->{payinfo} = md5_base64($hr->{payinfo});
2571 Returns all notes (see L<FS::cust_main_note>) for this customer.
2576 my($self,$orderby_classnum) = (shift,shift);
2577 my $orderby = "sticky DESC, _date DESC";
2578 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2579 qsearch( 'cust_main_note',
2580 { 'custnum' => $self->custnum },
2582 "ORDER BY $orderby",
2588 Returns the agent (see L<FS::agent>) for this customer.
2594 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2599 Returns the agent name (see L<FS::agent>) for this customer.
2605 $self->agent->agent;
2610 Returns any tags associated with this customer, as FS::cust_tag objects,
2611 or an empty list if there are no tags.
2617 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2622 Returns any tags associated with this customer, as FS::part_tag objects,
2623 or an empty list if there are no tags.
2629 map $_->part_tag, $self->cust_tag;
2635 Returns the customer class, as an FS::cust_class object, or the empty string
2636 if there is no customer class.
2642 if ( $self->classnum ) {
2643 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2651 Returns the customer category name, or the empty string if there is no customer
2658 my $cust_class = $self->cust_class;
2660 ? $cust_class->categoryname
2666 Returns the customer class name, or the empty string if there is no customer
2673 my $cust_class = $self->cust_class;
2675 ? $cust_class->classname
2679 =item BILLING METHODS
2681 Documentation on billing methods has been moved to
2682 L<FS::cust_main::Billing>.
2684 =item REALTIME BILLING METHODS
2686 Documentation on realtime billing methods has been moved to
2687 L<FS::cust_main::Billing_Realtime>.
2691 Removes the I<paycvv> field from the database directly.
2693 If there is an error, returns the error, otherwise returns false.
2699 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2700 or return dbh->errstr;
2701 $sth->execute($self->custnum)
2702 or return $sth->errstr;
2707 =item batch_card OPTION => VALUE...
2709 Adds a payment for this invoice to the pending credit card batch (see
2710 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2711 runs the payment using a realtime gateway.
2713 Options may include:
2715 B<amount>: the amount to be paid; defaults to the customer's balance minus
2716 any payments in transit.
2718 B<payby>: the payment method; defaults to cust_main.payby
2720 B<realtime>: runs this as a realtime payment instead of adding it to a
2723 B<invnum>: sets cust_pay_batch.invnum.
2725 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2726 the billing address for the payment; defaults to the customer's billing
2729 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2730 date, and name; defaults to those fields in cust_main.
2735 my ($self, %options) = @_;
2738 if (exists($options{amount})) {
2739 $amount = $options{amount};
2741 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2744 warn(sprintf("Customer balance %.2f - in transit amount %.2f is <= 0.\n",
2746 $self->in_transit_payments
2751 my $invnum = delete $options{invnum};
2752 my $payby = $options{payby} || $self->payby; #still dubious
2754 if ($options{'realtime'}) {
2755 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2761 my $oldAutoCommit = $FS::UID::AutoCommit;
2762 local $FS::UID::AutoCommit = 0;
2765 #this needs to handle mysql as well as Pg, like svc_acct.pm
2766 #(make it into a common function if folks need to do batching with mysql)
2767 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2768 or return "Cannot lock pay_batch: " . $dbh->errstr;
2772 'payby' => FS::payby->payby2payment($payby),
2774 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2776 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2778 unless ( $pay_batch ) {
2779 $pay_batch = new FS::pay_batch \%pay_batch;
2780 my $error = $pay_batch->insert;
2782 $dbh->rollback if $oldAutoCommit;
2783 die "error creating new batch: $error\n";
2787 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2788 'batchnum' => $pay_batch->batchnum,
2789 'custnum' => $self->custnum,
2792 foreach (qw( address1 address2 city state zip country latitude longitude
2793 payby payinfo paydate payname paycode paytype ))
2795 $options{$_} = '' unless exists($options{$_});
2798 my $loc = $self->bill_location;
2800 my $cust_pay_batch = new FS::cust_pay_batch ( {
2801 'batchnum' => $pay_batch->batchnum,
2802 'invnum' => $invnum || 0, # is there a better value?
2803 # this field should be
2805 # cust_bill_pay_batch now
2806 'custnum' => $self->custnum,
2807 'last' => $self->getfield('last'),
2808 'first' => $self->getfield('first'),
2809 'address1' => $options{address1} || $loc->address1,
2810 'address2' => $options{address2} || $loc->address2,
2811 'city' => $options{city} || $loc->city,
2812 'state' => $options{state} || $loc->state,
2813 'zip' => $options{zip} || $loc->zip,
2814 'country' => $options{country} || $loc->country,
2815 'payby' => $options{payby} || $self->payby,
2816 'payinfo' => $options{payinfo} || $self->payinfo,
2817 'exp' => $options{paydate} || $self->paydate,
2818 'payname' => $options{payname} || $self->payname,
2819 'amount' => $amount, # consolidating
2820 'paycode' => $options{paycode} || '',
2823 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2824 if $old_cust_pay_batch;
2827 if ($old_cust_pay_batch) {
2828 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2830 $error = $cust_pay_batch->insert;
2834 $dbh->rollback if $oldAutoCommit;
2838 my $unapplied = $self->total_unapplied_credits
2839 + $self->total_unapplied_payments
2840 + $self->in_transit_payments;
2841 foreach my $cust_bill ($self->open_cust_bill) {
2842 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2843 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2844 'invnum' => $cust_bill->invnum,
2845 'paybatchnum' => $cust_pay_batch->paybatchnum,
2846 'amount' => $cust_bill->owed,
2849 if ($unapplied >= $cust_bill_pay_batch->amount){
2850 $unapplied -= $cust_bill_pay_batch->amount;
2853 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2854 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2856 $error = $cust_bill_pay_batch->insert;
2858 $dbh->rollback if $oldAutoCommit;
2863 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2869 Returns the total owed for this customer on all invoices
2870 (see L<FS::cust_bill/owed>).
2876 $self->total_owed_date(2145859200); #12/31/2037
2879 =item total_owed_date TIME
2881 Returns the total owed for this customer on all invoices with date earlier than
2882 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2883 see L<Time::Local> and L<Date::Parse> for conversion functions.
2887 sub total_owed_date {
2891 my $custnum = $self->custnum;
2893 my $owed_sql = FS::cust_bill->owed_sql;
2896 SELECT SUM($owed_sql) FROM cust_bill
2897 WHERE custnum = $custnum
2901 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2905 =item total_owed_pkgnum PKGNUM
2907 Returns the total owed on all invoices for this customer's specific package
2908 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2912 sub total_owed_pkgnum {
2913 my( $self, $pkgnum ) = @_;
2914 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2917 =item total_owed_date_pkgnum TIME PKGNUM
2919 Returns the total owed for this customer's specific package when using
2920 experimental package balances on all invoices with date earlier than
2921 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2922 see L<Time::Local> and L<Date::Parse> for conversion functions.
2926 sub total_owed_date_pkgnum {
2927 my( $self, $time, $pkgnum ) = @_;
2930 foreach my $cust_bill (
2931 grep { $_->_date <= $time }
2932 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2934 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2936 sprintf( "%.2f", $total_bill );
2942 Returns the total amount of all payments.
2949 $total += $_->paid foreach $self->cust_pay;
2950 sprintf( "%.2f", $total );
2953 =item total_unapplied_credits
2955 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2956 customer. See L<FS::cust_credit/credited>.
2958 =item total_credited
2960 Old name for total_unapplied_credits. Don't use.
2964 sub total_credited {
2965 #carp "total_credited deprecated, use total_unapplied_credits";
2966 shift->total_unapplied_credits(@_);
2969 sub total_unapplied_credits {
2972 my $custnum = $self->custnum;
2974 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2977 SELECT SUM($unapplied_sql) FROM cust_credit
2978 WHERE custnum = $custnum
2981 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2985 =item total_unapplied_credits_pkgnum PKGNUM
2987 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2988 customer. See L<FS::cust_credit/credited>.
2992 sub total_unapplied_credits_pkgnum {
2993 my( $self, $pkgnum ) = @_;
2994 my $total_credit = 0;
2995 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2996 sprintf( "%.2f", $total_credit );
3000 =item total_unapplied_payments
3002 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3003 See L<FS::cust_pay/unapplied>.
3007 sub total_unapplied_payments {
3010 my $custnum = $self->custnum;
3012 my $unapplied_sql = FS::cust_pay->unapplied_sql;
3015 SELECT SUM($unapplied_sql) FROM cust_pay
3016 WHERE custnum = $custnum
3019 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3023 =item total_unapplied_payments_pkgnum PKGNUM
3025 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
3026 specific package when using experimental package balances. See
3027 L<FS::cust_pay/unapplied>.
3031 sub total_unapplied_payments_pkgnum {
3032 my( $self, $pkgnum ) = @_;
3033 my $total_unapplied = 0;
3034 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
3035 sprintf( "%.2f", $total_unapplied );
3039 =item total_unapplied_refunds
3041 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3042 customer. See L<FS::cust_refund/unapplied>.
3046 sub total_unapplied_refunds {
3048 my $custnum = $self->custnum;
3050 my $unapplied_sql = FS::cust_refund->unapplied_sql;
3053 SELECT SUM($unapplied_sql) FROM cust_refund
3054 WHERE custnum = $custnum
3057 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3063 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3064 total_unapplied_credits minus total_unapplied_payments).
3070 $self->balance_date_range;
3073 =item balance_date TIME
3075 Returns the balance for this customer, only considering invoices with date
3076 earlier than TIME (total_owed_date minus total_credited minus
3077 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3078 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3085 $self->balance_date_range(shift);
3088 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
3090 Returns the balance for this customer, optionally considering invoices with
3091 date earlier than START_TIME, and not later than END_TIME
3092 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
3094 Times are specified as SQL fragments or numeric
3095 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
3096 L<Date::Parse> for conversion functions. The empty string can be passed
3097 to disable that time constraint completely.
3099 Accepts the same options as L<balance_date_sql>:
3103 =item unapplied_date
3105 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)
3109 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
3110 time will be ignored. Note that START_TIME and END_TIME only limit the date
3111 range for invoices and I<unapplied> payments, credits, and refunds.
3117 sub balance_date_range {
3119 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
3120 ') FROM cust_main WHERE custnum='. $self->custnum;
3121 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
3124 =item balance_pkgnum PKGNUM
3126 Returns the balance for this customer's specific package when using
3127 experimental package balances (total_owed plus total_unrefunded, minus
3128 total_unapplied_credits minus total_unapplied_payments)
3132 sub balance_pkgnum {
3133 my( $self, $pkgnum ) = @_;
3136 $self->total_owed_pkgnum($pkgnum)
3137 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
3138 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
3139 - $self->total_unapplied_credits_pkgnum($pkgnum)
3140 - $self->total_unapplied_payments_pkgnum($pkgnum)
3144 =item in_transit_payments
3146 Returns the total of requests for payments for this customer pending in
3147 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3151 sub in_transit_payments {
3153 my $in_transit_payments = 0;
3154 foreach my $pay_batch ( qsearch('pay_batch', {
3157 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3158 'batchnum' => $pay_batch->batchnum,
3159 'custnum' => $self->custnum,
3162 $in_transit_payments += $cust_pay_batch->amount;
3165 sprintf( "%.2f", $in_transit_payments );
3170 Returns a hash of useful information for making a payment.
3180 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3181 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3182 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3186 For credit card transactions:
3198 For electronic check transactions:
3213 $return{balance} = $self->balance;
3215 $return{payname} = $self->payname
3216 || ( $self->first. ' '. $self->get('last') );
3218 $return{$_} = $self->bill_location->$_
3219 for qw(address1 address2 city state zip);
3221 $return{payby} = $self->payby;
3222 $return{stateid_state} = $self->stateid_state;
3224 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3225 $return{card_type} = cardtype($self->payinfo);
3226 $return{payinfo} = $self->paymask;
3228 @return{'month', 'year'} = $self->paydate_monthyear;
3232 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3233 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3234 $return{payinfo1} = $payinfo1;
3235 $return{payinfo2} = $payinfo2;
3236 $return{paytype} = $self->paytype;
3237 $return{paystate} = $self->paystate;
3241 #doubleclick protection
3243 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3249 =item paydate_monthyear
3251 Returns a two-element list consisting of the month and year of this customer's
3252 paydate (credit card expiration date for CARD customers)
3256 sub paydate_monthyear {
3258 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3260 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3269 Returns the exact time in seconds corresponding to the payment method
3270 expiration date. For CARD/DCRD customers this is the end of the month;
3271 for others (COMP is the only other payby that uses paydate) it's the start.
3272 Returns 0 if the paydate is empty or set to the far future.
3278 my ($month, $year) = $self->paydate_monthyear;
3279 return 0 if !$year or $year >= 2037;
3280 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3282 if ( $month == 13 ) {
3286 return timelocal(0,0,0,1,$month-1,$year) - 1;
3289 return timelocal(0,0,0,1,$month-1,$year);
3293 =item paydate_epoch_sql
3295 Class method. Returns an SQL expression to obtain the payment expiration date
3296 as a number of seconds.
3300 # Special expiration date behavior for non-CARD/DCRD customers has been
3301 # carefully preserved. Do we really use that?
3302 sub paydate_epoch_sql {
3304 my $table = shift || 'cust_main';
3305 my ($case1, $case2);
3306 if ( driver_name eq 'Pg' ) {
3307 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3308 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3310 elsif ( lc(driver_name) eq 'mysql' ) {
3311 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3312 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3315 return "CASE WHEN $table.payby IN('CARD','DCRD')
3321 =item tax_exemption TAXNAME
3326 my( $self, $taxname ) = @_;
3328 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3329 'taxname' => $taxname,
3334 =item cust_main_exemption
3338 sub cust_main_exemption {
3340 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3343 =item invoicing_list [ ARRAYREF ]
3345 If an arguement is given, sets these email addresses as invoice recipients
3346 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3347 (except as warnings), so use check_invoicing_list first.
3349 Returns a list of email addresses (with svcnum entries expanded).
3351 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3352 check it without disturbing anything by passing nothing.
3354 This interface may change in the future.
3358 sub invoicing_list {
3359 my( $self, $arrayref ) = @_;
3362 my @cust_main_invoice;
3363 if ( $self->custnum ) {
3364 @cust_main_invoice =
3365 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3367 @cust_main_invoice = ();
3369 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3370 #warn $cust_main_invoice->destnum;
3371 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3372 #warn $cust_main_invoice->destnum;
3373 my $error = $cust_main_invoice->delete;
3374 warn $error if $error;
3377 if ( $self->custnum ) {
3378 @cust_main_invoice =
3379 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3381 @cust_main_invoice = ();
3383 my %seen = map { $_->address => 1 } @cust_main_invoice;
3384 foreach my $address ( @{$arrayref} ) {
3385 next if exists $seen{$address} && $seen{$address};
3386 $seen{$address} = 1;
3387 my $cust_main_invoice = new FS::cust_main_invoice ( {
3388 'custnum' => $self->custnum,
3391 my $error = $cust_main_invoice->insert;
3392 warn $error if $error;
3396 if ( $self->custnum ) {
3398 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3405 =item check_invoicing_list ARRAYREF
3407 Checks these arguements as valid input for the invoicing_list method. If there
3408 is an error, returns the error, otherwise returns false.
3412 sub check_invoicing_list {
3413 my( $self, $arrayref ) = @_;
3415 foreach my $address ( @$arrayref ) {
3417 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3418 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3421 my $cust_main_invoice = new FS::cust_main_invoice ( {
3422 'custnum' => $self->custnum,
3425 my $error = $self->custnum
3426 ? $cust_main_invoice->check
3427 : $cust_main_invoice->checkdest
3429 return $error if $error;
3433 return "Email address required"
3434 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3435 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3440 =item set_default_invoicing_list
3442 Sets the invoicing list to all accounts associated with this customer,
3443 overwriting any previous invoicing list.
3447 sub set_default_invoicing_list {
3449 $self->invoicing_list($self->all_emails);
3454 Returns the email addresses of all accounts provisioned for this customer.
3461 foreach my $cust_pkg ( $self->all_pkgs ) {
3462 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3464 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3465 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3467 $list{$_}=1 foreach map { $_->email } @svc_acct;
3472 =item invoicing_list_addpost
3474 Adds postal invoicing to this customer. If this customer is already configured
3475 to receive postal invoices, does nothing.
3479 sub invoicing_list_addpost {
3481 return if grep { $_ eq 'POST' } $self->invoicing_list;
3482 my @invoicing_list = $self->invoicing_list;
3483 push @invoicing_list, 'POST';
3484 $self->invoicing_list(\@invoicing_list);
3487 =item invoicing_list_emailonly
3489 Returns the list of email invoice recipients (invoicing_list without non-email
3490 destinations such as POST and FAX).
3494 sub invoicing_list_emailonly {
3496 warn "$me invoicing_list_emailonly called"
3498 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3501 =item invoicing_list_emailonly_scalar
3503 Returns the list of email invoice recipients (invoicing_list without non-email
3504 destinations such as POST and FAX) as a comma-separated scalar.
3508 sub invoicing_list_emailonly_scalar {
3510 warn "$me invoicing_list_emailonly_scalar called"
3512 join(', ', $self->invoicing_list_emailonly);
3515 =item contact_list [ CLASSNUM, ... ]
3517 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3518 a list of contact classnums is given, returns only contacts in those
3519 classes. If '0' is given, also returns contacts with no class.
3521 If no arguments are given, returns all contacts for the customer.
3529 select => 'contact.*',
3530 extra_sql => ' WHERE contact.custnum = '.$self->custnum,
3537 push @orwhere, 'contact.classnum is null';
3538 } elsif ( /^\d+$/ ) {
3539 push @classnums, $_;
3541 die "bad classnum argument '$_'";
3546 push @orwhere, 'contact.classnum IN ('.join(',', @classnums).')';
3549 $search->{extra_sql} .= ' AND (' .
3550 join(' OR ', map "( $_ )", @orwhere) .
3557 =item contact_list_email [ CLASSNUM, ... ]
3559 Same as L</contact_list>, but returns email destinations instead of contact
3560 objects. Also accepts 'invoice' as an argument, in which case this will also
3561 return the invoice email address if any.
3565 sub contact_list_email {
3573 push @classnums, $_;
3577 # if the only argument passed was 'invoice' then no classnums are
3578 # intended, so skip this.
3580 my @contacts = $self->contact_list(@classnums);
3581 foreach my $contact (@contacts) {
3582 foreach my $contact_email ($contact->contact_email) {
3583 # unlike on 4.x, we have a separate list of invoice email
3585 # make sure they're not redundant with contact emails
3586 $emails{ $contact_email->emailaddress } =
3587 Email::Address->new( $contact->firstlast,
3588 $contact_email->emailaddress
3593 if ( $and_invoice ) {
3594 foreach my $email ($self->invoicing_list_emailonly) {
3595 $emails{ $email } ||=
3596 Email::Address->new( $self->name_short, $email )->format;
3602 =item referral_custnum_cust_main
3604 Returns the customer who referred this customer (or the empty string, if
3605 this customer was not referred).
3607 Note the difference with referral_cust_main method: This method,
3608 referral_custnum_cust_main returns the single customer (if any) who referred
3609 this customer, while referral_cust_main returns an array of customers referred
3614 sub referral_custnum_cust_main {
3616 return '' unless $self->referral_custnum;
3617 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3620 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3622 Returns an array of customers referred by this customer (referral_custnum set
3623 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3624 customers referred by customers referred by this customer and so on, inclusive.
3625 The default behavior is DEPTH 1 (no recursion).
3627 Note the difference with referral_custnum_cust_main method: This method,
3628 referral_cust_main, returns an array of customers referred BY this customer,
3629 while referral_custnum_cust_main returns the single customer (if any) who
3630 referred this customer.
3634 sub referral_cust_main {
3636 my $depth = @_ ? shift : 1;
3637 my $exclude = @_ ? shift : {};
3640 map { $exclude->{$_->custnum}++; $_; }
3641 grep { ! $exclude->{ $_->custnum } }
3642 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3646 map { $_->referral_cust_main($depth-1, $exclude) }
3653 =item referral_cust_main_ncancelled
3655 Same as referral_cust_main, except only returns customers with uncancelled
3660 sub referral_cust_main_ncancelled {
3662 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3665 =item referral_cust_pkg [ DEPTH ]
3667 Like referral_cust_main, except returns a flat list of all unsuspended (and
3668 uncancelled) packages for each customer. The number of items in this list may
3669 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3673 sub referral_cust_pkg {
3675 my $depth = @_ ? shift : 1;
3677 map { $_->unsuspended_pkgs }
3678 grep { $_->unsuspended_pkgs }
3679 $self->referral_cust_main($depth);
3682 =item referring_cust_main
3684 Returns the single cust_main record for the customer who referred this customer
3685 (referral_custnum), or false.
3689 sub referring_cust_main {
3691 return '' unless $self->referral_custnum;
3692 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3695 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3697 Applies a credit to this customer. If there is an error, returns the error,
3698 otherwise returns false.
3700 REASON can be a text string, an FS::reason object, or a scalar reference to
3701 a reasonnum. If a text string, it will be automatically inserted as a new
3702 reason, and a 'reason_type' option must be passed to indicate the
3703 FS::reason_type for the new reason.
3705 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3706 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3707 I<commission_pkgnum>.
3709 Any other options are passed to FS::cust_credit::insert.
3714 my( $self, $amount, $reason, %options ) = @_;
3716 my $cust_credit = new FS::cust_credit {
3717 'custnum' => $self->custnum,
3718 'amount' => $amount,
3721 if ( ref($reason) ) {
3723 if ( ref($reason) eq 'SCALAR' ) {
3724 $cust_credit->reasonnum( $$reason );
3726 $cust_credit->reasonnum( $reason->reasonnum );
3730 $cust_credit->set('reason', $reason)
3733 $cust_credit->$_( delete $options{$_} )
3734 foreach grep exists($options{$_}),
3735 qw( addlinfo eventnum ),
3736 map "commission_$_", qw( agentnum salesnum pkgnum );
3738 $cust_credit->insert(%options);
3742 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3744 Creates a one-time charge for this customer. If there is an error, returns
3745 the error, otherwise returns false.
3747 New-style, with a hashref of options:
3749 my $error = $cust_main->charge(
3753 'start_date' => str2time('7/4/2009'),
3754 'pkg' => 'Description',
3755 'comment' => 'Comment',
3756 'additional' => [], #extra invoice detail
3757 'classnum' => 1, #pkg_class
3759 'setuptax' => '', # or 'Y' for tax exempt
3761 'locationnum'=> 1234, # optional
3764 'taxclass' => 'Tax class',
3767 'taxproduct' => 2, #part_pkg_taxproduct
3768 'override' => {}, #XXX describe
3770 #will be filled in with the new object
3771 'cust_pkg_ref' => \$cust_pkg,
3773 #generate an invoice immediately
3775 'invoice_terms' => '', #with these terms
3781 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3785 #super false laziness w/quotation::charge
3788 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3789 my ( $pkg, $comment, $additional );
3790 my ( $setuptax, $taxclass ); #internal taxes
3791 my ( $taxproduct, $override ); #vendor (CCH) taxes
3793 my $separate_bill = '';
3794 my $cust_pkg_ref = '';
3795 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3797 if ( ref( $_[0] ) ) {
3798 $amount = $_[0]->{amount};
3799 $setup_cost = $_[0]->{setup_cost};
3800 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3801 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3802 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3803 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3804 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3805 : '$'. sprintf("%.2f",$amount);
3806 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3807 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3808 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3809 $additional = $_[0]->{additional} || [];
3810 $taxproduct = $_[0]->{taxproductnum};
3811 $override = { '' => $_[0]->{tax_override} };
3812 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3813 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3814 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3815 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3816 $separate_bill = $_[0]->{separate_bill} || '';
3822 $pkg = @_ ? shift : 'One-time charge';
3823 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3825 $taxclass = @_ ? shift : '';
3829 local $SIG{HUP} = 'IGNORE';
3830 local $SIG{INT} = 'IGNORE';
3831 local $SIG{QUIT} = 'IGNORE';
3832 local $SIG{TERM} = 'IGNORE';
3833 local $SIG{TSTP} = 'IGNORE';
3834 local $SIG{PIPE} = 'IGNORE';
3836 my $oldAutoCommit = $FS::UID::AutoCommit;
3837 local $FS::UID::AutoCommit = 0;
3840 my $part_pkg = new FS::part_pkg ( {
3842 'comment' => $comment,
3846 'classnum' => ( $classnum ? $classnum : '' ),
3847 'setuptax' => $setuptax,
3848 'taxclass' => $taxclass,
3849 'taxproductnum' => $taxproduct,
3850 'setup_cost' => $setup_cost,
3853 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3854 ( 0 .. @$additional - 1 )
3856 'additional_count' => scalar(@$additional),
3857 'setup_fee' => $amount,
3860 my $error = $part_pkg->insert( options => \%options,
3861 tax_overrides => $override,
3864 $dbh->rollback if $oldAutoCommit;
3868 my $pkgpart = $part_pkg->pkgpart;
3869 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3870 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3871 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3872 $error = $type_pkgs->insert;
3874 $dbh->rollback if $oldAutoCommit;
3879 my $cust_pkg = new FS::cust_pkg ( {
3880 'custnum' => $self->custnum,
3881 'pkgpart' => $pkgpart,
3882 'quantity' => $quantity,
3883 'start_date' => $start_date,
3884 'no_auto' => $no_auto,
3885 'separate_bill' => $separate_bill,
3886 'locationnum'=> $locationnum,
3889 $error = $cust_pkg->insert;
3891 $dbh->rollback if $oldAutoCommit;
3893 } elsif ( $cust_pkg_ref ) {
3894 ${$cust_pkg_ref} = $cust_pkg;
3898 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3899 'pkg_list' => [ $cust_pkg ],
3902 $dbh->rollback if $oldAutoCommit;
3907 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3912 #=item charge_postal_fee
3914 #Applies a one time charge this customer. If there is an error,
3915 #returns the error, returns the cust_pkg charge object or false
3916 #if there was no charge.
3920 # This should be a customer event. For that to work requires that bill
3921 # also be a customer event.
3923 sub charge_postal_fee {
3926 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3927 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3929 my $cust_pkg = new FS::cust_pkg ( {
3930 'custnum' => $self->custnum,
3931 'pkgpart' => $pkgpart,
3935 my $error = $cust_pkg->insert;
3936 $error ? $error : $cust_pkg;
3939 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3941 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3943 Optionally, a list or hashref of additional arguments to the qsearch call can
3950 my $opt = ref($_[0]) ? shift : { @_ };
3952 #return $self->num_cust_bill unless wantarray || keys %$opt;
3954 $opt->{'table'} = 'cust_bill';
3955 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3956 $opt->{'hashref'}{'custnum'} = $self->custnum;
3957 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3959 map { $_ } #behavior of sort undefined in scalar context
3960 sort { $a->_date <=> $b->_date }
3964 =item open_cust_bill
3966 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3971 sub open_cust_bill {
3975 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3981 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3983 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3987 sub legacy_cust_bill {
3990 #return $self->num_legacy_cust_bill unless wantarray;
3992 map { $_ } #behavior of sort undefined in scalar context
3993 sort { $a->_date <=> $b->_date }
3994 qsearch({ 'table' => 'legacy_cust_bill',
3995 'hashref' => { 'custnum' => $self->custnum, },
3996 'order_by' => 'ORDER BY _date ASC',
4000 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4002 Returns all the statements (see L<FS::cust_statement>) for this customer.
4004 Optionally, a list or hashref of additional arguments to the qsearch call can
4009 =item cust_bill_void
4011 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
4015 sub cust_bill_void {
4018 map { $_ } #return $self->num_cust_bill_void unless wantarray;
4019 sort { $a->_date <=> $b->_date }
4020 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
4023 sub cust_statement {
4025 my $opt = ref($_[0]) ? shift : { @_ };
4027 #return $self->num_cust_statement unless wantarray || keys %$opt;
4029 $opt->{'table'} = 'cust_statement';
4030 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4031 $opt->{'hashref'}{'custnum'} = $self->custnum;
4032 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
4034 map { $_ } #behavior of sort undefined in scalar context
4035 sort { $a->_date <=> $b->_date }
4039 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
4041 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
4043 Optionally, a list or hashref of additional arguments to the qsearch call can
4044 be passed following the SVCDB.
4051 if ( ! $svcdb =~ /^svc_\w+$/ ) {
4052 warn "$me svc_x requires a svcdb";
4055 my $opt = ref($_[0]) ? shift : { @_ };
4057 $opt->{'table'} = $svcdb;
4058 $opt->{'addl_from'} =
4059 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
4060 ($opt->{'addl_from'} || '');
4062 my $custnum = $self->custnum;
4063 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
4064 my $where = "cust_pkg.custnum = $custnum";
4066 my $extra_sql = $opt->{'extra_sql'} || '';
4067 if ( keys %{ $opt->{'hashref'} } ) {
4068 $extra_sql = " AND $where $extra_sql";
4071 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
4072 $extra_sql = "WHERE $where AND $1";
4075 $extra_sql = "WHERE $where $extra_sql";
4078 $opt->{'extra_sql'} = $extra_sql;
4083 # required for use as an eventtable;
4086 $self->svc_x('svc_acct', @_);
4091 Returns all the credits (see L<FS::cust_credit>) for this customer.
4097 map { $_ } #return $self->num_cust_credit unless wantarray;
4098 sort { $a->_date <=> $b->_date }
4099 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4102 =item cust_credit_pkgnum
4104 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
4105 package when using experimental package balances.
4109 sub cust_credit_pkgnum {
4110 my( $self, $pkgnum ) = @_;
4111 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
4112 sort { $a->_date <=> $b->_date }
4113 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
4114 'pkgnum' => $pkgnum,
4119 =item cust_credit_void
4121 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
4125 sub cust_credit_void {
4128 sort { $a->_date <=> $b->_date }
4129 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
4134 Returns all the payments (see L<FS::cust_pay>) for this customer.
4140 my $opt = ref($_[0]) ? shift : { @_ };
4142 return $self->num_cust_pay unless wantarray || keys %$opt;
4144 $opt->{'table'} = 'cust_pay';
4145 $opt->{'hashref'}{'custnum'} = $self->custnum;
4147 map { $_ } #behavior of sort undefined in scalar context
4148 sort { $a->_date <=> $b->_date }
4155 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
4156 called automatically when the cust_pay method is used in a scalar context.
4162 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
4163 my $sth = dbh->prepare($sql) or die dbh->errstr;
4164 $sth->execute($self->custnum) or die $sth->errstr;
4165 $sth->fetchrow_arrayref->[0];
4168 =item unapplied_cust_pay
4170 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
4174 sub unapplied_cust_pay {
4178 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
4184 =item cust_pay_pkgnum
4186 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
4187 package when using experimental package balances.
4191 sub cust_pay_pkgnum {
4192 my( $self, $pkgnum ) = @_;
4193 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
4194 sort { $a->_date <=> $b->_date }
4195 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
4196 'pkgnum' => $pkgnum,
4203 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4209 map { $_ } #return $self->num_cust_pay_void unless wantarray;
4210 sort { $a->_date <=> $b->_date }
4211 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4214 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4216 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
4218 Optionally, a list or hashref of additional arguments to the qsearch call can
4223 sub cust_pay_batch {
4225 my $opt = ref($_[0]) ? shift : { @_ };
4227 #return $self->num_cust_statement unless wantarray || keys %$opt;
4229 $opt->{'table'} = 'cust_pay_batch';
4230 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4231 $opt->{'hashref'}{'custnum'} = $self->custnum;
4232 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
4234 map { $_ } #behavior of sort undefined in scalar context
4235 sort { $a->paybatchnum <=> $b->paybatchnum }
4239 =item cust_pay_pending
4241 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
4242 (without status "done").
4246 sub cust_pay_pending {
4248 return $self->num_cust_pay_pending unless wantarray;
4249 sort { $a->_date <=> $b->_date }
4250 qsearch( 'cust_pay_pending', {
4251 'custnum' => $self->custnum,
4252 'status' => { op=>'!=', value=>'done' },
4257 =item cust_pay_pending_attempt
4259 Returns all payment attempts / declined payments for this customer, as pending
4260 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
4261 a corresponding payment (see L<FS::cust_pay>).
4265 sub cust_pay_pending_attempt {
4267 return $self->num_cust_pay_pending_attempt unless wantarray;
4268 sort { $a->_date <=> $b->_date }
4269 qsearch( 'cust_pay_pending', {
4270 'custnum' => $self->custnum,
4277 =item num_cust_pay_pending
4279 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4280 customer (without status "done"). Also called automatically when the
4281 cust_pay_pending method is used in a scalar context.
4285 sub num_cust_pay_pending {
4288 " SELECT COUNT(*) FROM cust_pay_pending ".
4289 " WHERE custnum = ? AND status != 'done' ",
4294 =item num_cust_pay_pending_attempt
4296 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4297 customer, with status "done" but without a corresp. Also called automatically when the
4298 cust_pay_pending method is used in a scalar context.
4302 sub num_cust_pay_pending_attempt {
4305 " SELECT COUNT(*) FROM cust_pay_pending ".
4306 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4313 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4319 map { $_ } #return $self->num_cust_refund unless wantarray;
4320 sort { $a->_date <=> $b->_date }
4321 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4324 =item display_custnum
4326 Returns the displayed customer number for this customer: agent_custid if
4327 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4331 sub display_custnum {
4334 return $self->agent_custid
4335 if $default_agent_custid && $self->agent_custid;
4337 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4341 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4342 } elsif ( $custnum_display_length ) {
4343 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4345 return $self->custnum;
4351 Returns a name string for this customer, either "Company (Last, First)" or
4358 my $name = $self->contact;
4359 $name = $self->company. " ($name)" if $self->company;
4363 =item service_contact
4365 Returns the L<FS::contact> object for this customer that has the 'Service'
4366 contact class, or undef if there is no such contact. Deprecated; don't use
4371 sub service_contact {
4373 if ( !exists($self->{service_contact}) ) {
4374 my $classnum = $self->scalar_sql(
4375 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4376 ) || 0; #if it's zero, qsearchs will return nothing
4377 $self->{service_contact} = qsearchs('contact', {
4378 'classnum' => $classnum, 'custnum' => $self->custnum
4381 $self->{service_contact};
4386 Returns a name string for this (service/shipping) contact, either
4387 "Company (Last, First)" or "Last, First".
4394 my $name = $self->ship_contact;
4395 $name = $self->company. " ($name)" if $self->company;
4401 Returns a name string for this customer, either "Company" or "First Last".
4407 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4410 =item ship_name_short
4412 Returns a name string for this (service/shipping) contact, either "Company"
4417 sub ship_name_short {
4419 $self->service_contact
4420 ? $self->ship_contact_firstlast
4426 Returns this customer's full (billing) contact name only, "Last, First"
4432 $self->get('last'). ', '. $self->first;
4437 Returns this customer's full (shipping) contact name only, "Last, First"
4443 my $contact = $self->service_contact || $self;
4444 $contact->get('last') . ', ' . $contact->get('first');
4447 =item contact_firstlast
4449 Returns this customers full (billing) contact name only, "First Last".
4453 sub contact_firstlast {
4455 $self->first. ' '. $self->get('last');
4458 =item ship_contact_firstlast
4460 Returns this customer's full (shipping) contact name only, "First Last".
4464 sub ship_contact_firstlast {
4466 my $contact = $self->service_contact || $self;
4467 $contact->get('first') . ' '. $contact->get('last');
4470 sub bill_country_full {
4472 $self->bill_location->country_full;
4475 sub ship_country_full {
4477 $self->ship_location->country_full;
4480 =item county_state_county [ PREFIX ]
4482 Returns a string consisting of just the county, state and country.
4486 sub county_state_country {
4489 if ( @_ && $_[0] && $self->has_ship_address ) {
4490 $locationnum = $self->ship_locationnum;
4492 $locationnum = $self->bill_locationnum;
4494 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4495 $cust_location->county_state_country;
4498 =item geocode DATA_VENDOR
4500 Returns a value for the customer location as encoded by DATA_VENDOR.
4501 Currently this only makes sense for "CCH" as DATA_VENDOR.
4509 Returns a status string for this customer, currently:
4513 =item prospect - No packages have ever been ordered
4515 =item ordered - Recurring packages all are new (not yet billed).
4517 =item active - One or more recurring packages is active
4519 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4521 =item suspended - All non-cancelled recurring packages are suspended
4523 =item cancelled - All recurring packages are cancelled
4527 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4528 cust_main-status_module configuration option.
4532 sub status { shift->cust_status(@_); }
4536 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4537 for my $status ( FS::cust_main->statuses() ) {
4538 my $method = $status.'_sql';
4539 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4540 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4541 $sth->execute( ($self->custnum) x $numnum )
4542 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4543 if ( $sth->fetchrow_arrayref->[0] ) {
4544 $self->hashref->{cust_status} = $status;
4550 =item is_status_delay_cancel
4552 Returns true if customer status is 'suspended'
4553 and all suspended cust_pkg return true for
4554 cust_pkg->is_status_delay_cancel.
4556 This is not a real status, this only meant for hacking display
4557 values, because otherwise treating the customer as suspended is
4558 really the whole point of the delay_cancel option.
4562 sub is_status_delay_cancel {
4564 return 0 unless $self->status eq 'suspended';
4565 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4566 return 0 unless $cust_pkg->is_status_delay_cancel;
4571 =item ucfirst_cust_status
4573 =item ucfirst_status
4575 Returns the status with the first character capitalized.
4579 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4581 sub ucfirst_cust_status {
4583 ucfirst($self->cust_status);
4588 Returns a hex triplet color string for this customer's status.
4592 sub statuscolor { shift->cust_statuscolor(@_); }
4594 sub cust_statuscolor {
4596 __PACKAGE__->statuscolors->{$self->cust_status};
4599 =item tickets [ STATUS ]
4601 Returns an array of hashes representing the customer's RT tickets.
4603 An optional status (or arrayref or hashref of statuses) may be specified.
4609 my $status = ( @_ && $_[0] ) ? shift : '';
4611 my $num = $conf->config('cust_main-max_tickets') || 10;
4614 if ( $conf->config('ticket_system') ) {
4615 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4617 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4626 foreach my $priority (
4627 $conf->config('ticket_system-custom_priority_field-values'), ''
4629 last if scalar(@tickets) >= $num;
4631 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4632 $num - scalar(@tickets),
4643 =item appointments [ STATUS ]
4645 Returns an array of hashes representing the customer's RT tickets which
4652 my $status = ( @_ && $_[0] ) ? shift : '';
4654 return () unless $conf->config('ticket_system');
4656 my $queueid = $conf->config('ticket_system-appointment-queueid');
4658 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4667 # Return services representing svc_accts in customer support packages
4668 sub support_services {
4670 my %packages = map { $_ => 1 } $conf->config('support_packages');
4672 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4673 grep { $_->part_svc->svcdb eq 'svc_acct' }
4674 map { $_->cust_svc }
4675 grep { exists $packages{ $_->pkgpart } }
4676 $self->ncancelled_pkgs;
4680 # Return a list of latitude/longitude for one of the services (if any)
4681 sub service_coordinates {
4685 grep { $_->latitude && $_->longitude }
4687 map { $_->cust_svc }
4688 $self->ncancelled_pkgs;
4690 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4695 Returns a masked version of the named field
4700 my ($self,$field) = @_;
4704 'x'x(length($self->getfield($field))-4).
4705 substr($self->getfield($field), (length($self->getfield($field))-4));
4709 =item payment_history
4711 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4712 cust_credit and cust_refund objects. Each hashref has the following fields:
4714 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4716 I<date> - value of _date field, unix timestamp
4718 I<date_pretty> - user-friendly date
4720 I<description> - user-friendly description of item
4722 I<amount> - impact of item on user's balance
4723 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4724 Not to be confused with the native 'amount' field in cust_credit, see below.
4726 I<amount_pretty> - includes money char
4728 I<balance> - customer balance, chronologically as of this item
4730 I<balance_pretty> - includes money char
4732 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4734 I<paid> - amount paid for cust_pay records, undef for other types
4736 I<credit> - amount credited for cust_credit records, undef for other types.
4737 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4739 I<refund> - amount refunded for cust_refund records, undef for other types
4741 The four table-specific keys always have positive values, whether they reflect charges or payments.
4743 The following options may be passed to this method:
4745 I<line_items> - if true, returns charges ('Line item') rather than invoices
4747 I<start_date> - unix timestamp, only include records on or after.
4748 If specified, an item of type 'Previous' will also be included.
4749 It does not have table-specific fields.
4751 I<end_date> - unix timestamp, only include records before
4753 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4755 I<conf> - optional already-loaded FS::Conf object.
4759 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4760 # and also for sending customer statements, which should both be kept customer-friendly.
4761 # If you add anything that shouldn't be passed on through the API or exposed
4762 # to customers, add a new option to include it, don't include it by default
4763 sub payment_history {
4765 my $opt = ref($_[0]) ? $_[0] : { @_ };
4767 my $conf = $$opt{'conf'} || new FS::Conf;
4768 my $money_char = $conf->config("money_char") || '$',
4770 #first load entire history,
4771 #need previous to calculate previous balance
4772 #loading after end_date shouldn't hurt too much?
4774 if ( $$opt{'line_items'} ) {
4776 foreach my $cust_bill ( $self->cust_bill ) {
4779 'type' => 'Line item',
4780 'description' => $_->desc( $self->locale ).
4781 ( $_->sdate && $_->edate
4782 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4783 ' To '. time2str('%d-%b-%Y', $_->edate)
4786 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4787 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4788 'date' => $cust_bill->_date,
4789 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4791 foreach $cust_bill->cust_bill_pkg;
4798 'type' => 'Invoice',
4799 'description' => 'Invoice #'. $_->display_invnum,
4800 'amount' => sprintf('%.2f', $_->charged ),
4801 'charged' => sprintf('%.2f', $_->charged ),
4802 'date' => $_->_date,
4803 'date_pretty' => $self->time2str_local('short', $_->_date ),
4805 foreach $self->cust_bill;
4810 'type' => 'Payment',
4811 'description' => 'Payment', #XXX type
4812 'amount' => sprintf('%.2f', 0 - $_->paid ),
4813 'paid' => sprintf('%.2f', $_->paid ),
4814 'date' => $_->_date,
4815 'date_pretty' => $self->time2str_local('short', $_->_date ),
4817 foreach $self->cust_pay;
4821 'description' => 'Credit', #more info?
4822 'amount' => sprintf('%.2f', 0 -$_->amount ),
4823 'credit' => sprintf('%.2f', $_->amount ),
4824 'date' => $_->_date,
4825 'date_pretty' => $self->time2str_local('short', $_->_date ),
4827 foreach $self->cust_credit;
4831 'description' => 'Refund', #more info? type, like payment?
4832 'amount' => $_->refund,
4833 'refund' => $_->refund,
4834 'date' => $_->_date,
4835 'date_pretty' => $self->time2str_local('short', $_->_date ),
4837 foreach $self->cust_refund;
4839 #put it all in chronological order
4840 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4842 #calculate balance, filter items outside date range
4846 foreach my $item (@history) {
4847 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4848 $balance += $$item{'amount'};
4849 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4850 $previous += $$item{'amount'};
4853 $$item{'balance'} = sprintf("%.2f",$balance);
4854 foreach my $key ( qw(amount balance) ) {
4855 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4860 # start with previous balance, if there was one
4863 'type' => 'Previous',
4864 'description' => 'Previous balance',
4865 'amount' => sprintf("%.2f",$previous),
4866 'balance' => sprintf("%.2f",$previous),
4867 'date' => $$opt{'start_date'},
4868 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4870 #false laziness with above
4871 foreach my $key ( qw(amount balance) ) {
4872 $$item{$key.'_pretty'} = $$item{$key};
4873 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4875 unshift(@out,$item);
4878 @out = reverse @history if $$opt{'reverse_sort'};
4885 =head1 CLASS METHODS
4891 Class method that returns the list of possible status strings for customers
4892 (see L<the status method|/status>). For example:
4894 @statuses = FS::cust_main->statuses();
4900 keys %{ $self->statuscolors };
4903 =item cust_status_sql
4905 Returns an SQL fragment to determine the status of a cust_main record, as a
4910 sub cust_status_sql {
4912 for my $status ( FS::cust_main->statuses() ) {
4913 my $method = $status.'_sql';
4914 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4923 Returns an SQL expression identifying prospective cust_main records (customers
4924 with no packages ever ordered)
4928 use vars qw($select_count_pkgs);
4929 $select_count_pkgs =
4930 "SELECT COUNT(*) FROM cust_pkg
4931 WHERE cust_pkg.custnum = cust_main.custnum";
4933 sub select_count_pkgs_sql {
4938 " 0 = ( $select_count_pkgs ) ";
4943 Returns an SQL expression identifying ordered cust_main records (customers with
4944 no active packages, but recurring packages not yet setup or one time charges
4950 FS::cust_main->none_active_sql.
4951 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4956 Returns an SQL expression identifying active cust_main records (customers with
4957 active recurring packages).
4962 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4965 =item none_active_sql
4967 Returns an SQL expression identifying cust_main records with no active
4968 recurring packages. This includes customers of status prospect, ordered,
4969 inactive, and suspended.
4973 sub none_active_sql {
4974 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4979 Returns an SQL expression identifying inactive cust_main records (customers with
4980 no active recurring packages, but otherwise unsuspended/uncancelled).
4985 FS::cust_main->none_active_sql.
4986 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4992 Returns an SQL expression identifying suspended cust_main records.
4997 sub suspended_sql { susp_sql(@_); }
4999 FS::cust_main->none_active_sql.
5000 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
5006 Returns an SQL expression identifying cancelled cust_main records.
5010 sub cancel_sql { shift->cancelled_sql(@_); }
5013 =item uncancelled_sql
5015 Returns an SQL expression identifying un-cancelled cust_main records.
5019 sub uncancelled_sql { uncancel_sql(@_); }
5022 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
5027 Returns an SQL fragment to retreive the balance.
5032 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5033 WHERE cust_bill.custnum = cust_main.custnum )
5034 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5035 WHERE cust_pay.custnum = cust_main.custnum )
5036 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5037 WHERE cust_credit.custnum = cust_main.custnum )
5038 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5039 WHERE cust_refund.custnum = cust_main.custnum )
5042 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5044 Returns an SQL fragment to retreive the balance for this customer, optionally
5045 considering invoices with date earlier than START_TIME, and not
5046 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5047 total_unapplied_payments).
5049 Times are specified as SQL fragments or numeric
5050 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5051 L<Date::Parse> for conversion functions. The empty string can be passed
5052 to disable that time constraint completely.
5054 Available options are:
5058 =item unapplied_date
5060 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)
5065 set to true to remove all customer comparison clauses, for totals
5070 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5075 JOIN clause (typically used with the total option)
5079 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5080 time will be ignored. Note that START_TIME and END_TIME only limit the date
5081 range for invoices and I<unapplied> payments, credits, and refunds.
5087 sub balance_date_sql {
5088 my( $class, $start, $end, %opt ) = @_;
5090 my $cutoff = $opt{'cutoff'};
5092 my $owed = FS::cust_bill->owed_sql($cutoff);
5093 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5094 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5095 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5097 my $j = $opt{'join'} || '';
5099 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5100 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5101 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5102 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5104 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5105 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5106 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5107 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5112 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5114 Returns an SQL fragment to retreive the total unapplied payments for this
5115 customer, only considering payments with date earlier than START_TIME, and
5116 optionally not later than END_TIME.
5118 Times are specified as SQL fragments or numeric
5119 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5120 L<Date::Parse> for conversion functions. The empty string can be passed
5121 to disable that time constraint completely.
5123 Available options are:
5127 sub unapplied_payments_date_sql {
5128 my( $class, $start, $end, %opt ) = @_;
5130 my $cutoff = $opt{'cutoff'};
5132 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5134 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5135 'unapplied_date'=>1 );
5137 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5140 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5142 Helper method for balance_date_sql; name (and usage) subject to change
5143 (suggestions welcome).
5145 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5146 cust_refund, cust_credit or cust_pay).
5148 If TABLE is "cust_bill" or the unapplied_date option is true, only
5149 considers records with date earlier than START_TIME, and optionally not
5150 later than END_TIME .
5154 sub _money_table_where {
5155 my( $class, $table, $start, $end, %opt ) = @_;
5158 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5159 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5160 push @where, "$table._date <= $start" if defined($start) && length($start);
5161 push @where, "$table._date > $end" if defined($end) && length($end);
5163 push @where, @{$opt{'where'}} if $opt{'where'};
5164 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5170 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5171 use FS::cust_main::Search;
5174 FS::cust_main::Search->search(@_);
5183 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5185 Deprecated. Use event notification and message templates
5186 (L<FS::msg_template>) instead.
5188 Sends a templated email notification to the customer (see L<Text::Template>).
5190 OPTIONS is a hash and may include
5192 I<from> - the email sender (default is invoice_from)
5194 I<to> - comma-separated scalar or arrayref of recipients
5195 (default is invoicing_list)
5197 I<subject> - The subject line of the sent email notification
5198 (default is "Notice from company_name")
5200 I<extra_fields> - a hashref of name/value pairs which will be substituted
5203 The following variables are vavailable in the template.
5205 I<$first> - the customer first name
5206 I<$last> - the customer last name
5207 I<$company> - the customer company
5208 I<$payby> - a description of the method of payment for the customer
5209 # would be nice to use FS::payby::shortname
5210 I<$payinfo> - the account information used to collect for this customer
5211 I<$expdate> - the expiration of the customer payment in seconds from epoch
5216 my ($self, $template, %options) = @_;
5218 return unless $conf->exists($template);
5220 my $from = $conf->invoice_from_full($self->agentnum)
5221 if $conf->exists('invoice_from', $self->agentnum);
5222 $from = $options{from} if exists($options{from});
5224 my $to = join(',', $self->invoicing_list_emailonly);
5225 $to = $options{to} if exists($options{to});
5227 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5228 if $conf->exists('company_name', $self->agentnum);
5229 $subject = $options{subject} if exists($options{subject});
5231 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5232 SOURCE => [ map "$_\n",
5233 $conf->config($template)]
5235 or die "can't create new Text::Template object: Text::Template::ERROR";
5236 $notify_template->compile()
5237 or die "can't compile template: Text::Template::ERROR";
5239 $FS::notify_template::_template::company_name =
5240 $conf->config('company_name', $self->agentnum);
5241 $FS::notify_template::_template::company_address =
5242 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5244 my $paydate = $self->paydate || '2037-12-31';
5245 $FS::notify_template::_template::first = $self->first;
5246 $FS::notify_template::_template::last = $self->last;
5247 $FS::notify_template::_template::company = $self->company;
5248 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5249 my $payby = $self->payby;
5250 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5251 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5253 #credit cards expire at the end of the month/year of their exp date
5254 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5255 $FS::notify_template::_template::payby = 'credit card';
5256 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5257 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5259 }elsif ($payby eq 'COMP') {
5260 $FS::notify_template::_template::payby = 'complimentary account';
5262 $FS::notify_template::_template::payby = 'current method';
5264 $FS::notify_template::_template::expdate = $expire_time;
5266 for (keys %{$options{extra_fields}}){
5268 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5271 send_email(from => $from,
5273 subject => $subject,
5274 body => $notify_template->fill_in( PACKAGE =>
5275 'FS::notify_template::_template' ),
5280 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5282 Generates a templated notification to the customer (see L<Text::Template>).
5284 OPTIONS is a hash and may include
5286 I<extra_fields> - a hashref of name/value pairs which will be substituted
5287 into the template. These values may override values mentioned below
5288 and those from the customer record.
5290 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5292 The following variables are available in the template instead of or in addition
5293 to the fields of the customer record.
5295 I<$payby> - a description of the method of payment for the customer
5296 # would be nice to use FS::payby::shortname
5297 I<$payinfo> - the masked account information used to collect for this customer
5298 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5299 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5303 # a lot like cust_bill::print_latex
5304 sub generate_letter {
5305 my ($self, $template, %options) = @_;
5307 warn "Template $template does not exist" && return
5308 unless $conf->exists($template) || $options{'template_text'};
5310 my $template_source = $options{'template_text'}
5311 ? [ $options{'template_text'} ]
5312 : [ map "$_\n", $conf->config($template) ];
5314 my $letter_template = new Text::Template
5316 SOURCE => $template_source,
5317 DELIMITERS => [ '[@--', '--@]' ],
5319 or die "can't create new Text::Template object: Text::Template::ERROR";
5321 $letter_template->compile()
5322 or die "can't compile template: Text::Template::ERROR";
5324 my %letter_data = map { $_ => $self->$_ } $self->fields;
5325 $letter_data{payinfo} = $self->mask_payinfo;
5327 #my $paydate = $self->paydate || '2037-12-31';
5328 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5330 my $payby = $self->payby;
5331 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5332 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5334 #credit cards expire at the end of the month/year of their exp date
5335 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5336 $letter_data{payby} = 'credit card';
5337 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5338 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5340 }elsif ($payby eq 'COMP') {
5341 $letter_data{payby} = 'complimentary account';
5343 $letter_data{payby} = 'current method';
5345 $letter_data{expdate} = $expire_time;
5347 for (keys %{$options{extra_fields}}){
5348 $letter_data{$_} = $options{extra_fields}->{$_};
5351 unless(exists($letter_data{returnaddress})){
5352 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5353 $self->agent_template)
5355 if ( length($retadd) ) {
5356 $letter_data{returnaddress} = $retadd;
5357 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5358 $letter_data{returnaddress} =
5359 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5363 ( $conf->config('company_name', $self->agentnum),
5364 $conf->config('company_address', $self->agentnum),
5368 $letter_data{returnaddress} = '~';
5372 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5374 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5376 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5378 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5382 ) or die "can't open temp file: $!\n";
5383 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5384 or die "can't write temp file: $!\n";
5386 $letter_data{'logo_file'} = $lh->filename;
5388 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5392 ) or die "can't open temp file: $!\n";
5394 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5396 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5397 return ($1, $letter_data{'logo_file'});
5401 =item print_ps TEMPLATE
5403 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5409 my($file, $lfile) = $self->generate_letter(@_);
5410 my $ps = FS::Misc::generate_ps($file);
5411 unlink($file.'.tex');
5417 =item print TEMPLATE
5419 Prints the filled in template.
5421 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5425 sub queueable_print {
5428 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5429 or die "invalid customer number: " . $opt{custnum};
5431 my $error = $self->print( { 'template' => $opt{template} } );
5432 die $error if $error;
5436 my ($self, $template) = (shift, shift);
5438 [ $self->print_ps($template) ],
5439 'agentnum' => $self->agentnum,
5443 #these three subs should just go away once agent stuff is all config overrides
5445 sub agent_template {
5447 $self->_agent_plandata('agent_templatename');
5450 sub agent_invoice_from {
5452 $self->_agent_plandata('agent_invoice_from');
5455 sub _agent_plandata {
5456 my( $self, $option ) = @_;
5458 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5459 #agent-specific Conf
5461 use FS::part_event::Condition;
5463 my $agentnum = $self->agentnum;
5465 my $regexp = regexp_sql();
5467 my $part_event_option =
5469 'select' => 'part_event_option.*',
5470 'table' => 'part_event_option',
5472 LEFT JOIN part_event USING ( eventpart )
5473 LEFT JOIN part_event_option AS peo_agentnum
5474 ON ( part_event.eventpart = peo_agentnum.eventpart
5475 AND peo_agentnum.optionname = 'agentnum'
5476 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5478 LEFT JOIN part_event_condition
5479 ON ( part_event.eventpart = part_event_condition.eventpart
5480 AND part_event_condition.conditionname = 'cust_bill_age'
5482 LEFT JOIN part_event_condition_option
5483 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5484 AND part_event_condition_option.optionname = 'age'
5487 #'hashref' => { 'optionname' => $option },
5488 #'hashref' => { 'part_event_option.optionname' => $option },
5490 " WHERE part_event_option.optionname = ". dbh->quote($option).
5491 " AND action = 'cust_bill_send_agent' ".
5492 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5493 " AND peo_agentnum.optionname = 'agentnum' ".
5494 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5496 CASE WHEN part_event_condition_option.optionname IS NULL
5498 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5500 , part_event.weight".
5504 unless ( $part_event_option ) {
5505 return $self->agent->invoice_template || ''
5506 if $option eq 'agent_templatename';
5510 $part_event_option->optionvalue;
5514 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5516 Subroutine (not a method), designed to be called from the queue.
5518 Takes a list of options and values.
5520 Pulls up the customer record via the custnum option and calls bill_and_collect.
5525 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5527 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5528 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5530 #without this errors don't get rolled back
5531 $args{'fatal'} = 1; # runs from job queue, will be caught
5533 $cust_main->bill_and_collect( %args );
5536 sub process_bill_and_collect {
5538 my $param = thaw(decode_base64(shift));
5539 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5540 or die "custnum '$param->{custnum}' not found!\n";
5541 $param->{'job'} = $job;
5542 $param->{'fatal'} = 1; # runs from job queue, will be caught
5543 $param->{'retry'} = 1;
5545 $cust_main->bill_and_collect( %$param );
5548 #starting to take quite a while for big dbs
5549 # (JRNL: journaled so it only happens once per database)
5550 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5551 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5552 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5553 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5554 # JRNL leading/trailing spaces in first, last, company
5555 # - otaker upgrade? journal and call it good? (double check to make sure
5556 # we're not still setting otaker here)
5558 #only going to get worse with new location stuff...
5560 sub _upgrade_data { #class method
5561 my ($class, %opts) = @_;
5564 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5567 #this seems to be the only expensive one.. why does it take so long?
5568 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5570 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5571 FS::upgrade_journal->set_done('cust_main__signupdate');
5574 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5576 # fix yyyy-m-dd formatted paydates
5577 if ( driver_name =~ /^mysql/i ) {
5579 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5580 } else { # the SQL standard
5582 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5584 FS::upgrade_journal->set_done('cust_main__paydate');
5587 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5589 push @statements, #fix the weird BILL with a cc# in payinfo problem
5591 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5593 FS::upgrade_journal->set_done('cust_main__payinfo');
5598 foreach my $sql ( @statements ) {
5599 my $sth = dbh->prepare($sql) or die dbh->errstr;
5600 $sth->execute or die $sth->errstr;
5601 #warn ( (time - $t). " seconds\n" );
5605 local($ignore_expired_card) = 1;
5606 local($ignore_banned_card) = 1;
5607 local($skip_fuzzyfiles) = 1;
5608 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5610 FS::cust_main::Location->_upgrade_data(%opts);
5612 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5614 foreach my $cust_main ( qsearch({
5615 'table' => 'cust_main',
5617 'extra_sql' => 'WHERE '.
5619 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5620 qw( first last company )
5623 my $error = $cust_main->replace;
5624 die $error if $error;
5627 FS::upgrade_journal->set_done('cust_main__trimspaces');
5631 $class->_upgrade_otaker(%opts);
5633 # turn on encryption as part of regular upgrade, so all new records are immediately encrypted
5634 # existing records will be encrypted in queueable_upgrade (below)
5635 unless ($conf->exists('encryptionpublickey') || $conf->exists('encryptionprivatekey')) {
5636 eval "use FS::Setup";
5638 FS::Setup::enable_encryption();
5643 sub queueable_upgrade {
5646 ### encryption gets turned on in _upgrade_data, above
5648 eval "use FS::upgrade_journal";
5651 # prior to 2013 (commit f16665c9) payinfo was stored in history if not encrypted,
5652 # clear that out before encrypting/tokenizing anything else
5653 if (!FS::upgrade_journal->is_done('clear_payinfo_history')) {
5654 foreach my $table ('cust_main','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5655 my $sql = 'UPDATE h_'.$table.' SET payinfo = NULL WHERE payinfo IS NOT NULL';
5656 my $sth = dbh->prepare($sql) or die dbh->errstr;
5657 $sth->execute or die $sth->errstr;
5659 FS::upgrade_journal->set_done('clear_payinfo_history');
5662 # fix Tokenized paycardtype and encrypt old records
5663 if ( ! FS::upgrade_journal->is_done('paycardtype_Tokenized')
5664 || ! FS::upgrade_journal->is_done('encryption_check')
5668 # allow replacement of closed cust_pay/cust_refund records
5669 local $FS::payinfo_Mixin::allow_closed_replace = 1;
5671 # because it looks like nothing's changing
5672 local $FS::Record::no_update_diff = 1;
5674 # commit everything immediately
5675 local $FS::UID::AutoCommit = 1;
5677 # encrypt what's there
5678 foreach my $table ('cust_main','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5679 my $tclass = 'FS::'.$table;
5682 while (my $recnum = _upgrade_next_recnum(dbh,$table,\$lastrecnum,\@recnums)) {
5683 my $record = $tclass->by_key($recnum);
5684 next unless $record; # small chance it's been deleted, that's ok
5685 next unless grep { $record->payby eq $_ } @FS::Record::encrypt_payby;
5686 # window for possible conflict is practically nonexistant,
5687 # but just in case...
5688 $record = $record->select_for_update;
5689 if (!$record->custnum && $table eq 'cust_pay_pending') {
5690 $record->set('custnum_pending',1);
5692 $record->paycardtype('') if $record->paycardtype eq 'Tokenized';
5694 local($ignore_expired_card) = 1;
5695 local($ignore_banned_card) = 1;
5696 local($skip_fuzzyfiles) = 1;
5697 local($import) = 1;#prevent automatic geocoding (need its own variable?)
5699 my $error = $record->replace;
5700 die "Error replacing $table ".$record->get($record->primary_key).": $error" if $error;
5704 FS::upgrade_journal->set_done('paycardtype_Tokenized');
5705 FS::upgrade_journal->set_done('encryption_check') if $conf->exists('encryption');
5710 # not entirely false laziness w/ Billing_Realtime::_token_check_next_recnum
5711 # cust_payby might get deleted while this runs
5713 sub _upgrade_next_recnum {
5714 my ($dbh,$table,$lastrecnum,$recnums) = @_;
5715 my $recnum = shift @$recnums;
5716 return $recnum if $recnum;
5717 my $tclass = 'FS::'.$table;
5718 my $paycardtypecheck = ($table ne 'cust_pay_pending') ? q( OR paycardtype = 'Tokenized') : '';
5719 my $sql = 'SELECT '.$tclass->primary_key.
5721 ' WHERE '.$tclass->primary_key.' > '.$$lastrecnum.
5722 " AND payby IN ( 'CARD', 'DCRD', 'CHEK', 'DCHK' ) ".
5723 " AND ( length(payinfo) < 80$paycardtypecheck ) ".
5724 ' ORDER BY '.$tclass->primary_key.' LIMIT 500';
5725 my $sth = $dbh->prepare($sql) or die $dbh->errstr;
5726 $sth->execute() or die $sth->errstr;
5728 while (my $rec = $sth->fetchrow_hashref) {
5729 push @$recnums, $rec->{$tclass->primary_key};
5732 $$lastrecnum = $$recnums[-1];
5733 return shift @$recnums;
5742 The delete method should possibly take an FS::cust_main object reference
5743 instead of a scalar customer number.
5745 Bill and collect options should probably be passed as references instead of a
5748 There should probably be a configuration file with a list of allowed credit
5751 No multiple currency support (probably a larger project than just this module).
5753 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5755 Birthdates rely on negative epoch values.
5757 The payby for card/check batches is broken. With mixed batching, bad
5760 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5764 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5765 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5766 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.