2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
29 use File::Temp; #qw( tempfile );
30 use Business::CreditCard 0.28;
31 use List::Util qw(min);
32 use FS::UID qw( dbh driver_name );
33 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_ps do_print money_pretty card_types );
36 use FS::Msgcat qw(gettext);
43 use FS::cust_bill_void;
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
59 use FS::agent_currency;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 our $me = '[FS::cust_main]';
87 our $ignore_expired_card = 0;
88 our $ignore_banned_card = 0;
89 our $ignore_invalid_card = 0;
91 our $skip_fuzzyfiles = 0;
93 our $ucfirst_nowarn = 0;
95 #this info is in cust_payby as of 4.x
96 #this and the fields themselves can be removed in 5.x
97 our @encrypted_fields = ('payinfo', 'paycvv');
98 sub nohistory_fields { ('payinfo', 'paycvv'); }
101 our $default_agent_custid;
102 our $custnum_display_length;
103 #ask FS::UID to run this stuff for us later
104 #$FS::UID::callback{'FS::cust_main'} = sub {
105 install_callback FS::UID sub {
106 $conf = new FS::Conf;
107 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
108 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
109 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
114 my ( $hashref, $cache ) = @_;
115 if ( exists $hashref->{'pkgnum'} ) {
116 #@{ $self->{'_pkgnum'} } = ();
117 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
118 $self->{'_pkgnum'} = $subcache;
119 #push @{ $self->{'_pkgnum'} },
120 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
126 FS::cust_main - Object methods for cust_main records
132 $record = new FS::cust_main \%hash;
133 $record = new FS::cust_main { 'column' => 'value' };
135 $error = $record->insert;
137 $error = $new_record->replace($old_record);
139 $error = $record->delete;
141 $error = $record->check;
143 @cust_pkg = $record->all_pkgs;
145 @cust_pkg = $record->ncancelled_pkgs;
147 @cust_pkg = $record->suspended_pkgs;
149 $error = $record->bill;
150 $error = $record->bill %options;
151 $error = $record->bill 'time' => $time;
153 $error = $record->collect;
154 $error = $record->collect %options;
155 $error = $record->collect 'invoice_time' => $time,
160 An FS::cust_main object represents a customer. FS::cust_main inherits from
161 FS::Record. The following fields are currently supported:
167 Primary key (assigned automatically for new customers)
171 Agent (see L<FS::agent>)
175 Advertising source (see L<FS::part_referral>)
187 Cocial security number (optional)
211 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
215 Payment Information (See L<FS::payinfo_Mixin> for data format)
219 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
223 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
227 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
231 Start date month (maestro/solo cards only)
235 Start date year (maestro/solo cards only)
239 Issue number (maestro/solo cards only)
243 Name on card or billing name
247 IP address from which payment information was received
251 Tax exempt, empty or `Y'
255 Order taker (see L<FS::access_user>)
261 =item referral_custnum
263 Referring customer number
267 Enable individual CDR spooling, empty or `Y'
271 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
275 Discourage individual CDR printing, empty or `Y'
279 Allow self-service editing of ticket subjects, empty or 'Y'
281 =item calling_list_exempt
283 Do not call, empty or 'Y'
285 =item invoice_ship_address
287 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
297 Creates a new customer. To add the customer to the database, see L<"insert">.
299 Note that this stores the hash reference, not a distinct copy of the hash it
300 points to. You can ask the object for a copy with the I<hash> method.
304 sub table { 'cust_main'; }
306 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
308 Adds this customer to the database. If there is an error, returns the error,
309 otherwise returns false.
311 Usually the customer's location will not yet exist in the database, and
312 the C<bill_location> and C<ship_location> pseudo-fields must be set to
313 uninserted L<FS::cust_location> objects. These will be inserted and linked
314 (in both directions) to the new customer record. If they're references
315 to the same object, they will become the same location.
317 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
318 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
319 are inserted atomicly, or the transaction is rolled back. Passing an empty
320 hash reference is equivalent to not supplying this parameter. There should be
321 a better explanation of this, but until then, here's an example:
324 tie %hash, 'Tie::RefHash'; #this part is important
326 $cust_pkg => [ $svc_acct ],
329 $cust_main->insert( \%hash );
331 INVOICING_LIST_ARYREF: No longer supported.
333 Currently available options are: I<depend_jobnum>, I<noexport>,
334 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
336 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
337 on the supplied jobnum (they will not run until the specific job completes).
338 This can be used to defer provisioning until some action completes (such
339 as running the customer's credit card successfully).
341 The I<noexport> option is deprecated. If I<noexport> is set true, no
342 provisioning jobs (exports) are scheduled. (You can schedule them later with
343 the B<reexport> method.)
345 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
346 of tax names and exemption numbers. FS::cust_main_exemption records will be
347 created and inserted.
349 If I<prospectnum> is set, moves contacts and locations from that prospect.
351 If I<contact> is set to an arrayref of FS::contact objects, those will be
354 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
355 unset), inserts those new contacts with this new customer. Handles CGI
356 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
358 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
359 new stored payment records with this new customer. Handles CGI parameters
360 for an "m2" multiple entry field as passed by edit/cust_main.cgi
366 my $cust_pkgs = @_ ? shift : {};
368 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
369 warn "cust_main::insert using deprecated invoicing list argument";
370 $invoicing_list = shift;
373 warn "$me insert called with options ".
374 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
377 local $SIG{HUP} = 'IGNORE';
378 local $SIG{INT} = 'IGNORE';
379 local $SIG{QUIT} = 'IGNORE';
380 local $SIG{TERM} = 'IGNORE';
381 local $SIG{TSTP} = 'IGNORE';
382 local $SIG{PIPE} = 'IGNORE';
384 my $oldAutoCommit = $FS::UID::AutoCommit;
385 local $FS::UID::AutoCommit = 0;
388 my $prepay_identifier = '';
389 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
391 if ( $self->payby eq 'PREPAY' ) {
393 $self->payby(''); #'BILL');
394 $prepay_identifier = $self->payinfo;
397 warn " looking up prepaid card $prepay_identifier\n"
400 my $error = $self->get_prepay( $prepay_identifier,
401 'amount_ref' => \$amount,
402 'seconds_ref' => \$seconds,
403 'upbytes_ref' => \$upbytes,
404 'downbytes_ref' => \$downbytes,
405 'totalbytes_ref' => \$totalbytes,
408 $dbh->rollback if $oldAutoCommit;
409 #return "error applying prepaid card (transaction rolled back): $error";
413 $payby = 'PREP' if $amount;
415 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
418 $self->payby(''); #'BILL');
419 $amount = $self->paid;
424 foreach my $l (qw(bill_location ship_location)) {
426 my $loc = delete $self->hashref->{$l} or next;
428 if ( !$loc->locationnum ) {
429 # warn the location that we're going to insert it with no custnum
430 $loc->set(custnum_pending => 1);
431 warn " inserting $l\n"
433 my $error = $loc->insert;
435 $dbh->rollback if $oldAutoCommit;
436 my $label = $l eq 'ship_location' ? 'service' : 'billing';
437 return "$error (in $label location)";
440 } elsif ( $loc->prospectnum ) {
442 $loc->prospectnum('');
443 $loc->set(custnum_pending => 1);
444 my $error = $loc->replace;
446 $dbh->rollback if $oldAutoCommit;
447 my $label = $l eq 'ship_location' ? 'service' : 'billing';
448 return "$error (moving $label location)";
451 } elsif ( ($loc->custnum || 0) > 0 ) {
452 # then it somehow belongs to another customer--shouldn't happen
453 $dbh->rollback if $oldAutoCommit;
454 return "$l belongs to customer ".$loc->custnum;
456 # else it already belongs to this customer
457 # (happens when ship_location is identical to bill_location)
459 $self->set($l.'num', $loc->locationnum);
461 if ( $self->get($l.'num') eq '' ) {
462 $dbh->rollback if $oldAutoCommit;
467 warn " inserting $self\n"
470 $self->signupdate(time) unless $self->signupdate;
472 $self->auto_agent_custid()
473 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
475 my $error = $self->check_payinfo_cardtype
476 || $self->SUPER::insert;
478 $dbh->rollback if $oldAutoCommit;
479 #return "inserting cust_main record (transaction rolled back): $error";
483 # now set cust_location.custnum
484 foreach my $l (qw(bill_location ship_location)) {
485 warn " setting $l.custnum\n"
487 my $loc = $self->$l or next;
488 unless ( $loc->custnum ) {
489 $loc->set(custnum => $self->custnum);
490 $error ||= $loc->replace;
494 $dbh->rollback if $oldAutoCommit;
495 return "error setting $l custnum: $error";
499 warn " setting customer tags\n"
502 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
503 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
504 'custnum' => $self->custnum };
505 my $error = $cust_tag->insert;
507 $dbh->rollback if $oldAutoCommit;
512 my $prospectnum = delete $options{'prospectnum'};
513 if ( $prospectnum ) {
515 warn " moving contacts and locations from prospect $prospectnum\n"
519 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
520 unless ( $prospect_main ) {
521 $dbh->rollback if $oldAutoCommit;
522 return "Unknown prospectnum $prospectnum";
524 $prospect_main->custnum($self->custnum);
525 $prospect_main->disabled('Y');
526 my $error = $prospect_main->replace;
528 $dbh->rollback if $oldAutoCommit;
532 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
533 my $cust_contact = new FS::cust_contact {
534 'custnum' => $self->custnum,
535 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
537 my $error = $cust_contact->insert
538 || $prospect_contact->delete;
540 $dbh->rollback if $oldAutoCommit;
545 my @cust_location = $prospect_main->cust_location;
546 my @qual = $prospect_main->qual;
548 foreach my $r ( @cust_location, @qual ) {
550 $r->custnum($self->custnum);
551 my $error = $r->replace;
553 $dbh->rollback if $oldAutoCommit;
560 warn " setting contacts\n"
563 $invoicing_list ||= $options{'invoicing_list'};
564 if ( $invoicing_list ) {
566 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
569 foreach my $dest (@$invoicing_list ) {
570 if ($dest eq 'POST') {
571 $self->set('postal_invoice', 'Y');
574 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
575 if ( $contact_email ) {
576 my $cust_contact = FS::cust_contact->new({
577 contactnum => $contact_email->contactnum,
578 custnum => $self->custnum,
580 $cust_contact->set('invoice_dest', 'Y');
581 my $error = $cust_contact->contactnum ?
582 $cust_contact->replace : $cust_contact->insert;
584 $dbh->rollback if $oldAutoCommit;
585 return "$error (linking to email address $dest)";
589 # this email address is not yet linked to any contact
590 $email .= ',' if length($email);
596 my $contact = FS::contact->new({
597 'custnum' => $self->get('custnum'),
598 'last' => $self->get('last'),
599 'first' => $self->get('first'),
600 'emailaddress' => $email,
601 'invoice_dest' => 'Y', # yes, you can set this via the contact
603 my $error = $contact->insert;
605 $dbh->rollback if $oldAutoCommit;
611 if ( my $contact = delete $options{'contact'} ) {
613 foreach my $c ( @$contact ) {
614 $c->custnum($self->custnum);
615 my $error = $c->insert;
617 $dbh->rollback if $oldAutoCommit;
623 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
625 my $error = $self->process_o2m( 'table' => 'contact',
626 'fields' => FS::contact->cgi_contact_fields,
627 'params' => $contact_params,
630 $dbh->rollback if $oldAutoCommit;
635 warn " setting cust_payby\n"
638 if ( $options{cust_payby} ) {
640 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
641 $cust_payby->custnum($self->custnum);
642 my $error = $cust_payby->insert;
644 $dbh->rollback if $oldAutoCommit;
649 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
651 my $error = $self->process_o2m(
652 'table' => 'cust_payby',
653 'fields' => FS::cust_payby->cgi_cust_payby_fields,
654 'params' => $cust_payby_params,
655 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
658 $dbh->rollback if $oldAutoCommit;
664 warn " setting cust_main_exemption\n"
667 my $tax_exemption = delete $options{'tax_exemption'};
668 if ( $tax_exemption ) {
670 $tax_exemption = { map { $_ => '' } @$tax_exemption }
671 if ref($tax_exemption) eq 'ARRAY';
673 foreach my $taxname ( keys %$tax_exemption ) {
674 my $cust_main_exemption = new FS::cust_main_exemption {
675 'custnum' => $self->custnum,
676 'taxname' => $taxname,
677 'exempt_number' => $tax_exemption->{$taxname},
679 my $error = $cust_main_exemption->insert;
681 $dbh->rollback if $oldAutoCommit;
682 return "inserting cust_main_exemption (transaction rolled back): $error";
687 warn " ordering packages\n"
690 $error = $self->order_pkgs( $cust_pkgs,
692 'seconds_ref' => \$seconds,
693 'upbytes_ref' => \$upbytes,
694 'downbytes_ref' => \$downbytes,
695 'totalbytes_ref' => \$totalbytes,
698 $dbh->rollback if $oldAutoCommit;
703 $dbh->rollback if $oldAutoCommit;
704 return "No svc_acct record to apply pre-paid time";
706 if ( $upbytes || $downbytes || $totalbytes ) {
707 $dbh->rollback if $oldAutoCommit;
708 return "No svc_acct record to apply pre-paid data";
712 warn " inserting initial $payby payment of $amount\n"
714 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
716 $dbh->rollback if $oldAutoCommit;
717 return "inserting payment (transaction rolled back): $error";
721 unless ( $import || $skip_fuzzyfiles ) {
722 warn " queueing fuzzyfiles update\n"
724 $error = $self->queue_fuzzyfiles_update;
726 $dbh->rollback if $oldAutoCommit;
727 return "updating fuzzy search cache: $error";
731 # FS::geocode_Mixin::after_insert or something?
732 if ( $conf->config('tax_district_method') and !$import ) {
733 # if anything non-empty, try to look it up
734 my $queue = new FS::queue {
735 'job' => 'FS::geocode_Mixin::process_district_update',
736 'custnum' => $self->custnum,
738 my $error = $queue->insert( ref($self), $self->custnum );
740 $dbh->rollback if $oldAutoCommit;
741 return "queueing tax district update: $error";
746 warn " exporting\n" if $DEBUG > 1;
748 my $export_args = $options{'export_args'} || [];
751 map qsearch( 'part_export', {exportnum=>$_} ),
752 $conf->config('cust_main-exports'); #, $agentnum
754 foreach my $part_export ( @part_export ) {
755 my $error = $part_export->export_insert($self, @$export_args);
757 $dbh->rollback if $oldAutoCommit;
758 return "exporting to ". $part_export->exporttype.
759 " (transaction rolled back): $error";
763 #foreach my $depend_jobnum ( @$depend_jobnums ) {
764 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
766 # foreach my $jobnum ( @jobnums ) {
767 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
768 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
770 # my $error = $queue->depend_insert($depend_jobnum);
772 # $dbh->rollback if $oldAutoCommit;
773 # return "error queuing job dependancy: $error";
780 #if ( exists $options{'jobnums'} ) {
781 # push @{ $options{'jobnums'} }, @jobnums;
784 warn " insert complete; committing transaction\n"
787 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
792 use File::CounterFile;
793 sub auto_agent_custid {
796 my $format = $conf->config('cust_main-auto_agent_custid');
798 if ( $format eq '1YMMXXXXXXXX' ) {
800 my $counter = new File::CounterFile 'cust_main.agent_custid';
803 my $ym = 100000000000 + time2str('%y%m00000000', time);
804 if ( $ym > $counter->value ) {
805 $counter->{'value'} = $agent_custid = $ym;
806 $counter->{'updated'} = 1;
808 $agent_custid = $counter->inc;
814 die "Unknown cust_main-auto_agent_custid format: $format";
817 $self->agent_custid($agent_custid);
821 =item PACKAGE METHODS
823 Documentation on customer package methods has been moved to
824 L<FS::cust_main::Packages>.
826 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
828 Recharges this (existing) customer with the specified prepaid card (see
829 L<FS::prepay_credit>), specified either by I<identifier> or as an
830 FS::prepay_credit object. If there is an error, returns the error, otherwise
833 Optionally, five scalar references can be passed as well. They will have their
834 values filled in with the amount, number of seconds, and number of upload,
835 download, and total bytes applied by this prepaid card.
839 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
840 #the only place that uses these args
841 sub recharge_prepay {
842 my( $self, $prepay_credit, $amountref, $secondsref,
843 $upbytesref, $downbytesref, $totalbytesref ) = @_;
845 local $SIG{HUP} = 'IGNORE';
846 local $SIG{INT} = 'IGNORE';
847 local $SIG{QUIT} = 'IGNORE';
848 local $SIG{TERM} = 'IGNORE';
849 local $SIG{TSTP} = 'IGNORE';
850 local $SIG{PIPE} = 'IGNORE';
852 my $oldAutoCommit = $FS::UID::AutoCommit;
853 local $FS::UID::AutoCommit = 0;
856 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
858 my $error = $self->get_prepay( $prepay_credit,
859 'amount_ref' => \$amount,
860 'seconds_ref' => \$seconds,
861 'upbytes_ref' => \$upbytes,
862 'downbytes_ref' => \$downbytes,
863 'totalbytes_ref' => \$totalbytes,
865 || $self->increment_seconds($seconds)
866 || $self->increment_upbytes($upbytes)
867 || $self->increment_downbytes($downbytes)
868 || $self->increment_totalbytes($totalbytes)
869 || $self->insert_cust_pay_prepay( $amount,
871 ? $prepay_credit->identifier
876 $dbh->rollback if $oldAutoCommit;
880 if ( defined($amountref) ) { $$amountref = $amount; }
881 if ( defined($secondsref) ) { $$secondsref = $seconds; }
882 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
883 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
884 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
886 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
891 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
893 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
894 specified either by I<identifier> or as an FS::prepay_credit object.
896 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
897 incremented by the values of the prepaid card.
899 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
900 check or set this customer's I<agentnum>.
902 If there is an error, returns the error, otherwise returns false.
908 my( $self, $prepay_credit, %opt ) = @_;
910 local $SIG{HUP} = 'IGNORE';
911 local $SIG{INT} = 'IGNORE';
912 local $SIG{QUIT} = 'IGNORE';
913 local $SIG{TERM} = 'IGNORE';
914 local $SIG{TSTP} = 'IGNORE';
915 local $SIG{PIPE} = 'IGNORE';
917 my $oldAutoCommit = $FS::UID::AutoCommit;
918 local $FS::UID::AutoCommit = 0;
921 unless ( ref($prepay_credit) ) {
923 my $identifier = $prepay_credit;
925 $prepay_credit = qsearchs(
927 { 'identifier' => $identifier },
932 unless ( $prepay_credit ) {
933 $dbh->rollback if $oldAutoCommit;
934 return "Invalid prepaid card: ". $identifier;
939 if ( $prepay_credit->agentnum ) {
940 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
941 $dbh->rollback if $oldAutoCommit;
942 return "prepaid card not valid for agent ". $self->agentnum;
944 $self->agentnum($prepay_credit->agentnum);
947 my $error = $prepay_credit->delete;
949 $dbh->rollback if $oldAutoCommit;
950 return "removing prepay_credit (transaction rolled back): $error";
953 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
954 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
956 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
961 =item increment_upbytes SECONDS
963 Updates this customer's single or primary account (see L<FS::svc_acct>) by
964 the specified number of upbytes. If there is an error, returns the error,
965 otherwise returns false.
969 sub increment_upbytes {
970 _increment_column( shift, 'upbytes', @_);
973 =item increment_downbytes SECONDS
975 Updates this customer's single or primary account (see L<FS::svc_acct>) by
976 the specified number of downbytes. If there is an error, returns the error,
977 otherwise returns false.
981 sub increment_downbytes {
982 _increment_column( shift, 'downbytes', @_);
985 =item increment_totalbytes SECONDS
987 Updates this customer's single or primary account (see L<FS::svc_acct>) by
988 the specified number of totalbytes. If there is an error, returns the error,
989 otherwise returns false.
993 sub increment_totalbytes {
994 _increment_column( shift, 'totalbytes', @_);
997 =item increment_seconds SECONDS
999 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1000 the specified number of seconds. If there is an error, returns the error,
1001 otherwise returns false.
1005 sub increment_seconds {
1006 _increment_column( shift, 'seconds', @_);
1009 =item _increment_column AMOUNT
1011 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1012 the specified number of seconds or bytes. If there is an error, returns
1013 the error, otherwise returns false.
1017 sub _increment_column {
1018 my( $self, $column, $amount ) = @_;
1019 warn "$me increment_column called: $column, $amount\n"
1022 return '' unless $amount;
1024 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1025 $self->ncancelled_pkgs;
1027 if ( ! @cust_pkg ) {
1028 return 'No packages with primary or single services found'.
1029 ' to apply pre-paid time';
1030 } elsif ( scalar(@cust_pkg) > 1 ) {
1031 #maybe have a way to specify the package/account?
1032 return 'Multiple packages found to apply pre-paid time';
1035 my $cust_pkg = $cust_pkg[0];
1036 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1040 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1042 if ( ! @cust_svc ) {
1043 return 'No account found to apply pre-paid time';
1044 } elsif ( scalar(@cust_svc) > 1 ) {
1045 return 'Multiple accounts found to apply pre-paid time';
1048 my $svc_acct = $cust_svc[0]->svc_x;
1049 warn " found service svcnum ". $svc_acct->pkgnum.
1050 ' ('. $svc_acct->email. ")\n"
1053 $column = "increment_$column";
1054 $svc_acct->$column($amount);
1058 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1060 Inserts a prepayment in the specified amount for this customer. An optional
1061 second argument can specify the prepayment identifier for tracking purposes.
1062 If there is an error, returns the error, otherwise returns false.
1066 sub insert_cust_pay_prepay {
1067 shift->insert_cust_pay('PREP', @_);
1070 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1072 Inserts a cash payment in the specified amount for this customer. An optional
1073 second argument can specify the payment identifier for tracking purposes.
1074 If there is an error, returns the error, otherwise returns false.
1078 sub insert_cust_pay_cash {
1079 shift->insert_cust_pay('CASH', @_);
1082 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1084 Inserts a Western Union payment in the specified amount for this customer. An
1085 optional second argument can specify the prepayment identifier for tracking
1086 purposes. If there is an error, returns the error, otherwise returns false.
1090 sub insert_cust_pay_west {
1091 shift->insert_cust_pay('WEST', @_);
1094 sub insert_cust_pay {
1095 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1096 my $payinfo = scalar(@_) ? shift : '';
1098 my $cust_pay = new FS::cust_pay {
1099 'custnum' => $self->custnum,
1100 'paid' => sprintf('%.2f', $amount),
1101 #'_date' => #date the prepaid card was purchased???
1103 'payinfo' => $payinfo,
1109 =item delete [ OPTION => VALUE ... ]
1111 This deletes the customer. If there is an error, returns the error, otherwise
1114 This will completely remove all traces of the customer record. This is not
1115 what you want when a customer cancels service; for that, cancel all of the
1116 customer's packages (see L</cancel>).
1118 If the customer has any uncancelled packages, you need to pass a new (valid)
1119 customer number for those packages to be transferred to, as the "new_customer"
1120 option. Cancelled packages will be deleted. Did I mention that this is NOT
1121 what you want when a customer cancels service and that you really should be
1122 looking at L<FS::cust_pkg/cancel>?
1124 You can't delete a customer with invoices (see L<FS::cust_bill>),
1125 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1126 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1127 set the "delete_financials" option to a true value.
1132 my( $self, %opt ) = @_;
1134 local $SIG{HUP} = 'IGNORE';
1135 local $SIG{INT} = 'IGNORE';
1136 local $SIG{QUIT} = 'IGNORE';
1137 local $SIG{TERM} = 'IGNORE';
1138 local $SIG{TSTP} = 'IGNORE';
1139 local $SIG{PIPE} = 'IGNORE';
1141 my $oldAutoCommit = $FS::UID::AutoCommit;
1142 local $FS::UID::AutoCommit = 0;
1145 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1146 $dbh->rollback if $oldAutoCommit;
1147 return "Can't delete a master agent customer";
1150 #use FS::access_user
1151 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1152 $dbh->rollback if $oldAutoCommit;
1153 return "Can't delete a master employee customer";
1156 tie my %financial_tables, 'Tie::IxHash',
1157 'cust_bill' => 'invoices',
1158 'cust_statement' => 'statements',
1159 'cust_credit' => 'credits',
1160 'cust_pay' => 'payments',
1161 'cust_refund' => 'refunds',
1164 foreach my $table ( keys %financial_tables ) {
1166 my @records = $self->$table();
1168 if ( @records && ! $opt{'delete_financials'} ) {
1169 $dbh->rollback if $oldAutoCommit;
1170 return "Can't delete a customer with ". $financial_tables{$table};
1173 foreach my $record ( @records ) {
1174 my $error = $record->delete;
1176 $dbh->rollback if $oldAutoCommit;
1177 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1183 my @cust_pkg = $self->ncancelled_pkgs;
1185 my $new_custnum = $opt{'new_custnum'};
1186 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1187 $dbh->rollback if $oldAutoCommit;
1188 return "Invalid new customer number: $new_custnum";
1190 foreach my $cust_pkg ( @cust_pkg ) {
1191 my %hash = $cust_pkg->hash;
1192 $hash{'custnum'} = $new_custnum;
1193 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1194 my $error = $new_cust_pkg->replace($cust_pkg,
1195 options => { $cust_pkg->options },
1198 $dbh->rollback if $oldAutoCommit;
1203 my @cancelled_cust_pkg = $self->all_pkgs;
1204 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1205 my $error = $cust_pkg->delete;
1207 $dbh->rollback if $oldAutoCommit;
1212 #cust_tax_adjustment in financials?
1213 #cust_pay_pending? ouch
1214 foreach my $table (qw(
1215 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1216 cust_payby cust_location cust_main_note cust_tax_adjustment
1217 cust_pay_void cust_pay_batch queue cust_tax_exempt
1219 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1220 my $error = $record->delete;
1222 $dbh->rollback if $oldAutoCommit;
1228 my $sth = $dbh->prepare(
1229 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1231 my $errstr = $dbh->errstr;
1232 $dbh->rollback if $oldAutoCommit;
1235 $sth->execute($self->custnum) or do {
1236 my $errstr = $sth->errstr;
1237 $dbh->rollback if $oldAutoCommit;
1243 my $ticket_dbh = '';
1244 if ($conf->config('ticket_system') eq 'RT_Internal') {
1246 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1247 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1248 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1249 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1252 if ( $ticket_dbh ) {
1254 my $ticket_sth = $ticket_dbh->prepare(
1255 'DELETE FROM Links WHERE Target = ?'
1257 my $errstr = $ticket_dbh->errstr;
1258 $dbh->rollback if $oldAutoCommit;
1261 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1263 my $errstr = $ticket_sth->errstr;
1264 $dbh->rollback if $oldAutoCommit;
1268 #check and see if the customer is the only link on the ticket, and
1269 #if so, set the ticket to deleted status in RT?
1270 #maybe someday, for now this will at least fix tickets not displaying
1274 #delete the customer record
1276 my $error = $self->SUPER::delete;
1278 $dbh->rollback if $oldAutoCommit;
1282 # cust_main exports!
1284 #my $export_args = $options{'export_args'} || [];
1287 map qsearch( 'part_export', {exportnum=>$_} ),
1288 $conf->config('cust_main-exports'); #, $agentnum
1290 foreach my $part_export ( @part_export ) {
1291 my $error = $part_export->export_delete( $self ); #, @$export_args);
1293 $dbh->rollback if $oldAutoCommit;
1294 return "exporting to ". $part_export->exporttype.
1295 " (transaction rolled back): $error";
1299 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1304 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1306 Replaces the OLD_RECORD with this one in the database. If there is an error,
1307 returns the error, otherwise returns false.
1309 To change the customer's address, set the pseudo-fields C<bill_location> and
1310 C<ship_location>. The address will still only change if at least one of the
1311 address fields differs from the existing values.
1313 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1314 set as the contact email address for a default contact with the same name as
1317 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1318 I<contact_params>, I<invoicing_list>.
1320 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1321 of tax names and exemption numbers. FS::cust_main_exemption records will be
1322 deleted and inserted as appropriate.
1324 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1325 groups (describing the customer's payment methods and contacts, respectively)
1326 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1327 and L<FS::contact> for the fields these can contain.
1329 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1330 should be used instead if possible.
1337 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1339 : $self->replace_old;
1343 warn "$me replace called\n"
1346 my $curuser = $FS::CurrentUser::CurrentUser;
1347 return "You are not permitted to create complimentary accounts."
1348 if $self->complimentary eq 'Y'
1349 && $self->complimentary ne $old->complimentary
1350 && ! $curuser->access_right('Complimentary customer');
1352 local($ignore_expired_card) = 1
1353 if $old->payby =~ /^(CARD|DCRD)$/
1354 && $self->payby =~ /^(CARD|DCRD)$/
1355 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1357 local($ignore_banned_card) = 1
1358 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1359 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1360 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1362 if ( $self->payby =~ /^(CARD|DCRD)$/
1363 && $old->payinfo ne $self->payinfo
1364 && $old->paymask ne $self->paymask )
1366 my $error = $self->check_payinfo_cardtype;
1367 return $error if $error;
1370 return "Invoicing locale is required"
1373 && $conf->exists('cust_main-require_locale');
1375 local $SIG{HUP} = 'IGNORE';
1376 local $SIG{INT} = 'IGNORE';
1377 local $SIG{QUIT} = 'IGNORE';
1378 local $SIG{TERM} = 'IGNORE';
1379 local $SIG{TSTP} = 'IGNORE';
1380 local $SIG{PIPE} = 'IGNORE';
1382 my $oldAutoCommit = $FS::UID::AutoCommit;
1383 local $FS::UID::AutoCommit = 0;
1386 for my $l (qw(bill_location ship_location)) {
1387 #my $old_loc = $old->$l;
1388 my $new_loc = $self->$l or next;
1390 # find the existing location if there is one
1391 $new_loc->set('custnum' => $self->custnum);
1392 my $error = $new_loc->find_or_insert;
1394 $dbh->rollback if $oldAutoCommit;
1397 $self->set($l.'num', $new_loc->locationnum);
1401 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1402 warn "cust_main::replace: using deprecated invoicing list argument";
1403 $invoicing_list = shift @param;
1406 my %options = @param;
1408 $invoicing_list ||= $options{invoicing_list};
1410 my @contacts = map { $_->contact } $self->cust_contact;
1411 # find a contact that matches the customer's name
1412 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1413 and $_->last eq $old->get('last') }
1415 $implicit_contact ||= FS::contact->new({
1416 'custnum' => $self->custnum,
1417 'locationnum' => $self->get('bill_locationnum'),
1420 # for any of these that are already contact emails, link to the existing
1422 if ( $invoicing_list ) {
1425 # kind of like process_m2m on these, except:
1426 # - the other side is two tables in a join
1427 # - and we might have to create new contact_emails
1428 # - and possibly a new contact
1430 # Find existing invoice emails that aren't on the implicit contact.
1431 # Any of these that are not on the new invoicing list will be removed.
1432 my %old_email_cust_contact;
1433 foreach my $cust_contact ($self->cust_contact) {
1434 next if !$cust_contact->invoice_dest;
1435 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1437 foreach my $contact_email ($cust_contact->contact->contact_email) {
1438 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1442 foreach my $dest (@$invoicing_list) {
1444 if ($dest eq 'POST') {
1446 $self->set('postal_invoice', 'Y');
1448 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1450 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1454 # See if it belongs to some other contact; if so, link it.
1455 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1457 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1458 my $cust_contact = qsearchs('cust_contact', {
1459 contactnum => $contact_email->contactnum,
1460 custnum => $self->custnum,
1461 }) || FS::cust_contact->new({
1462 contactnum => $contact_email->contactnum,
1463 custnum => $self->custnum,
1465 $cust_contact->set('invoice_dest', 'Y');
1466 my $error = $cust_contact->custcontactnum ?
1467 $cust_contact->replace : $cust_contact->insert;
1469 $dbh->rollback if $oldAutoCommit;
1470 return "$error (linking to email address $dest)";
1474 # This email address is not yet linked to any contact, so it will
1475 # be added to the implicit contact.
1476 $email .= ',' if length($email);
1482 foreach my $remove_dest (keys %old_email_cust_contact) {
1483 my $cust_contact = $old_email_cust_contact{$remove_dest};
1484 # These were not in the list of requested destinations, so take them off.
1485 $cust_contact->set('invoice_dest', '');
1486 my $error = $cust_contact->replace;
1488 $dbh->rollback if $oldAutoCommit;
1489 return "$error (unlinking email address $remove_dest)";
1493 # make sure it keeps up with the changed customer name, if any
1494 $implicit_contact->set('last', $self->get('last'));
1495 $implicit_contact->set('first', $self->get('first'));
1496 $implicit_contact->set('emailaddress', $email);
1497 $implicit_contact->set('invoice_dest', 'Y');
1498 $implicit_contact->set('custnum', $self->custnum);
1501 if ( $implicit_contact->contactnum ) {
1502 $error = $implicit_contact->replace;
1503 } elsif ( length($email) ) { # don't create a new contact if not needed
1504 $error = $implicit_contact->insert;
1508 $dbh->rollback if $oldAutoCommit;
1509 return "$error (adding email address $email)";
1514 # replace the customer record
1515 my $error = $self->SUPER::replace($old);
1518 $dbh->rollback if $oldAutoCommit;
1522 # now move packages to the new service location
1523 $self->set('ship_location', ''); #flush cache
1524 if ( $old->ship_locationnum and # should only be null during upgrade...
1525 $old->ship_locationnum != $self->ship_locationnum ) {
1526 $error = $old->ship_location->move_to($self->ship_location);
1528 $dbh->rollback if $oldAutoCommit;
1532 # don't move packages based on the billing location, but
1533 # disable it if it's no longer in use
1534 if ( $old->bill_locationnum and
1535 $old->bill_locationnum != $self->bill_locationnum ) {
1536 $error = $old->bill_location->disable_if_unused;
1538 $dbh->rollback if $oldAutoCommit;
1543 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1545 #this could be more efficient than deleting and re-inserting, if it matters
1546 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1547 my $error = $cust_tag->delete;
1549 $dbh->rollback if $oldAutoCommit;
1553 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1554 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1555 'custnum' => $self->custnum };
1556 my $error = $cust_tag->insert;
1558 $dbh->rollback if $oldAutoCommit;
1565 my $tax_exemption = delete $options{'tax_exemption'};
1566 if ( $tax_exemption ) {
1568 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1569 if ref($tax_exemption) eq 'ARRAY';
1571 my %cust_main_exemption =
1572 map { $_->taxname => $_ }
1573 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1575 foreach my $taxname ( keys %$tax_exemption ) {
1577 if ( $cust_main_exemption{$taxname} &&
1578 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1581 delete $cust_main_exemption{$taxname};
1585 my $cust_main_exemption = new FS::cust_main_exemption {
1586 'custnum' => $self->custnum,
1587 'taxname' => $taxname,
1588 'exempt_number' => $tax_exemption->{$taxname},
1590 my $error = $cust_main_exemption->insert;
1592 $dbh->rollback if $oldAutoCommit;
1593 return "inserting cust_main_exemption (transaction rolled back): $error";
1597 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1598 my $error = $cust_main_exemption->delete;
1600 $dbh->rollback if $oldAutoCommit;
1601 return "deleting cust_main_exemption (transaction rolled back): $error";
1607 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1609 my $error = $self->process_o2m(
1610 'table' => 'cust_payby',
1611 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1612 'params' => $cust_payby_params,
1613 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1616 $dbh->rollback if $oldAutoCommit;
1622 if ( my $contact_params = delete $options{'contact_params'} ) {
1624 # this can potentially replace contacts that were created by the
1625 # invoicing list argument, but the UI shouldn't allow both of them
1628 my $error = $self->process_o2m(
1629 'table' => 'contact',
1630 'fields' => FS::contact->cgi_contact_fields,
1631 'params' => $contact_params,
1634 $dbh->rollback if $oldAutoCommit;
1640 unless ( $import || $skip_fuzzyfiles ) {
1641 $error = $self->queue_fuzzyfiles_update;
1643 $dbh->rollback if $oldAutoCommit;
1644 return "updating fuzzy search cache: $error";
1648 # tax district update in cust_location
1650 # cust_main exports!
1652 my $export_args = $options{'export_args'} || [];
1655 map qsearch( 'part_export', {exportnum=>$_} ),
1656 $conf->config('cust_main-exports'); #, $agentnum
1658 foreach my $part_export ( @part_export ) {
1659 my $error = $part_export->export_replace( $self, $old, @$export_args);
1661 $dbh->rollback if $oldAutoCommit;
1662 return "exporting to ". $part_export->exporttype.
1663 " (transaction rolled back): $error";
1667 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1672 =item queue_fuzzyfiles_update
1674 Used by insert & replace to update the fuzzy search cache
1678 use FS::cust_main::Search;
1679 sub queue_fuzzyfiles_update {
1682 local $SIG{HUP} = 'IGNORE';
1683 local $SIG{INT} = 'IGNORE';
1684 local $SIG{QUIT} = 'IGNORE';
1685 local $SIG{TERM} = 'IGNORE';
1686 local $SIG{TSTP} = 'IGNORE';
1687 local $SIG{PIPE} = 'IGNORE';
1689 my $oldAutoCommit = $FS::UID::AutoCommit;
1690 local $FS::UID::AutoCommit = 0;
1693 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1694 my $queue = new FS::queue {
1695 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1697 my @args = "cust_main.$field", $self->get($field);
1698 my $error = $queue->insert( @args );
1700 $dbh->rollback if $oldAutoCommit;
1701 return "queueing job (transaction rolled back): $error";
1706 push @locations, $self->bill_location if $self->bill_locationnum;
1707 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1708 foreach my $location (@locations) {
1709 my $queue = new FS::queue {
1710 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1712 my @args = 'cust_location.address1', $location->address1;
1713 my $error = $queue->insert( @args );
1715 $dbh->rollback if $oldAutoCommit;
1716 return "queueing job (transaction rolled back): $error";
1720 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1727 Checks all fields to make sure this is a valid customer record. If there is
1728 an error, returns the error, otherwise returns false. Called by the insert
1729 and replace methods.
1736 warn "$me check BEFORE: \n". $self->_dump
1740 $self->ut_numbern('custnum')
1741 || $self->ut_number('agentnum')
1742 || $self->ut_textn('agent_custid')
1743 || $self->ut_number('refnum')
1744 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1745 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1746 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1747 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1748 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1749 || $self->ut_textn('custbatch')
1750 || $self->ut_name('last')
1751 || $self->ut_name('first')
1752 || $self->ut_snumbern('signupdate')
1753 || $self->ut_snumbern('birthdate')
1754 || $self->ut_namen('spouse_last')
1755 || $self->ut_namen('spouse_first')
1756 || $self->ut_snumbern('spouse_birthdate')
1757 || $self->ut_snumbern('anniversary_date')
1758 || $self->ut_textn('company')
1759 || $self->ut_textn('ship_company')
1760 || $self->ut_anything('comments')
1761 || $self->ut_numbern('referral_custnum')
1762 || $self->ut_textn('stateid')
1763 || $self->ut_textn('stateid_state')
1764 || $self->ut_textn('invoice_terms')
1765 || $self->ut_floatn('cdr_termination_percentage')
1766 || $self->ut_floatn('credit_limit')
1767 || $self->ut_numbern('billday')
1768 || $self->ut_numbern('prorate_day')
1769 || $self->ut_flag('edit_subject')
1770 || $self->ut_flag('calling_list_exempt')
1771 || $self->ut_flag('invoice_noemail')
1772 || $self->ut_flag('message_noemail')
1773 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1774 || $self->ut_currencyn('currency')
1775 || $self->ut_textn('po_number')
1776 || $self->ut_enum('complimentary', [ '', 'Y' ])
1777 || $self->ut_flag('invoice_ship_address')
1778 || $self->ut_flag('invoice_dest')
1781 foreach (qw(company ship_company)) {
1782 my $company = $self->get($_);
1783 $company =~ s/^\s+//;
1784 $company =~ s/\s+$//;
1785 $company =~ s/\s+/ /g;
1786 $self->set($_, $company);
1789 #barf. need message catalogs. i18n. etc.
1790 $error .= "Please select an advertising source."
1791 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1792 return $error if $error;
1794 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1795 or return "Unknown agent";
1797 if ( $self->currency ) {
1798 my $agent_currency = qsearchs( 'agent_currency', {
1799 'agentnum' => $agent->agentnum,
1800 'currency' => $self->currency,
1802 or return "Agent ". $agent->agent.
1803 " not permitted to offer ". $self->currency. " invoicing";
1806 return "Unknown refnum"
1807 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1809 return "Unknown referring custnum: ". $self->referral_custnum
1810 unless ! $self->referral_custnum
1811 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1813 if ( $self->ss eq '' ) {
1818 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1819 or return "Illegal social security number: ". $self->ss;
1820 $self->ss("$1-$2-$3");
1823 #turn off invoice_ship_address if ship & bill are the same
1824 if ($self->bill_locationnum eq $self->ship_locationnum) {
1825 $self->invoice_ship_address('');
1828 # cust_main_county verification now handled by cust_location check
1831 $self->ut_phonen('daytime', $self->country)
1832 || $self->ut_phonen('night', $self->country)
1833 || $self->ut_phonen('fax', $self->country)
1834 || $self->ut_phonen('mobile', $self->country)
1836 return $error if $error;
1838 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1840 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1843 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1845 : FS::Msgcat::_gettext('daytime');
1846 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1848 : FS::Msgcat::_gettext('night');
1850 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1852 : FS::Msgcat::_gettext('mobile');
1854 return "$daytime_label, $night_label or $mobile_label is required"
1858 return "Please select an invoicing locale"
1861 && $conf->exists('cust_main-require_locale');
1863 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1864 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1868 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
1870 warn "$me check AFTER: \n". $self->_dump
1873 $self->SUPER::check;
1876 sub check_payinfo_cardtype {
1879 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
1881 my $payinfo = $self->payinfo;
1882 $payinfo =~ s/\D//g;
1884 return '' if $payinfo =~ /^99\d{14}$/; #token
1886 my %bop_card_types = map { $_=>1 } values %{ card_types() };
1887 my $cardtype = cardtype($payinfo);
1889 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
1897 Additional checks for replace only.
1902 my ($new,$old) = @_;
1903 #preserve old value if global config is set
1904 if ($old && $conf->exists('invoice-ship_address')) {
1905 $new->invoice_ship_address($old->invoice_ship_address);
1912 Returns a list of fields which have ship_ duplicates.
1917 qw( last first company
1919 address1 address2 city county state zip country
1921 daytime night fax mobile
1925 =item has_ship_address
1927 Returns true if this customer record has a separate shipping address.
1931 sub has_ship_address {
1933 $self->bill_locationnum != $self->ship_locationnum;
1938 Returns a list of key/value pairs, with the following keys: address1,
1939 adddress2, city, county, state, zip, country, district, and geocode. The
1940 shipping address is used if present.
1946 $self->ship_location->location_hash;
1951 Returns all locations (see L<FS::cust_location>) for this customer.
1958 'table' => 'cust_location',
1959 'hashref' => { 'custnum' => $self->custnum,
1960 'prospectnum' => '',
1962 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
1968 Returns all contact associations (see L<FS::cust_contact>) for this customer.
1974 qsearch('cust_contact', { 'custnum' => $self->custnum } );
1977 =item cust_payby PAYBY
1979 Returns all payment methods (see L<FS::cust_payby>) for this customer.
1981 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
1982 Does not validate PAYBY.
1990 'table' => 'cust_payby',
1991 'hashref' => { 'custnum' => $self->custnum },
1992 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
1994 $search->{'extra_sql'} = ' AND payby IN ( '.
1995 join(',', map dbh->quote($_), @payby).
2002 =item has_cust_payby_auto
2004 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2008 sub has_cust_payby_auto {
2011 'table' => 'cust_payby',
2012 'hashref' => { 'custnum' => $self->custnum, },
2013 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2014 'order_by' => 'LIMIT 1',
2021 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2022 and L<FS::cust_pkg>) for this customer, except those on hold.
2024 Returns a list: an empty list on success or a list of errors.
2030 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2035 Unsuspends all suspended packages in the on-hold state (those without setup
2036 dates) for this customer.
2042 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2047 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2049 Returns a list: an empty list on success or a list of errors.
2055 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2058 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2060 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2061 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2062 of a list of pkgparts; the hashref has the following keys:
2066 =item pkgparts - listref of pkgparts
2068 =item (other options are passed to the suspend method)
2073 Returns a list: an empty list on success or a list of errors.
2077 sub suspend_if_pkgpart {
2079 my (@pkgparts, %opt);
2080 if (ref($_[0]) eq 'HASH'){
2081 @pkgparts = @{$_[0]{pkgparts}};
2086 grep { $_->suspend(%opt) }
2087 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2088 $self->unsuspended_pkgs;
2091 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2093 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2094 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2095 instead of a list of pkgparts; the hashref has the following keys:
2099 =item pkgparts - listref of pkgparts
2101 =item (other options are passed to the suspend method)
2105 Returns a list: an empty list on success or a list of errors.
2109 sub suspend_unless_pkgpart {
2111 my (@pkgparts, %opt);
2112 if (ref($_[0]) eq 'HASH'){
2113 @pkgparts = @{$_[0]{pkgparts}};
2118 grep { $_->suspend(%opt) }
2119 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2120 $self->unsuspended_pkgs;
2123 =item cancel [ OPTION => VALUE ... ]
2125 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2127 Available options are:
2131 =item quiet - can be set true to supress email cancellation notices.
2133 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2135 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2137 =item nobill - can be set true to skip billing if it might otherwise be done.
2141 Always returns a list: an empty list on success or a list of errors.
2145 # nb that dates are not specified as valid options to this method
2148 my( $self, %opt ) = @_;
2150 warn "$me cancel called on customer ". $self->custnum. " with options ".
2151 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2154 return ( 'access denied' )
2155 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2157 if ( $opt{'ban'} ) {
2159 foreach my $cust_payby ( $self->cust_payby ) {
2161 #well, if they didn't get decrypted on search, then we don't have to
2162 # try again... queue a job for the server that does have decryption
2163 # capability if we're in a paranoid multi-server implementation?
2164 return ( "Can't (yet) ban encrypted credit cards" )
2165 if $cust_payby->is_encrypted($cust_payby->payinfo);
2167 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2168 my $error = $ban->insert;
2169 return ( $error ) if $error;
2175 my @pkgs = $self->ncancelled_pkgs;
2177 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2179 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2180 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2184 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2185 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2188 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2191 sub _banned_pay_hashref {
2192 die 'cust_main->_banned_pay_hashref deprecated';
2204 'payby' => $payby2ban{$self->payby},
2205 'payinfo' => $self->payinfo,
2206 #don't ever *search* on reason! #'reason' =>
2212 Returns all notes (see L<FS::cust_main_note>) for this customer.
2217 my($self,$orderby_classnum) = (shift,shift);
2218 my $orderby = "sticky DESC, _date DESC";
2219 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2220 qsearch( 'cust_main_note',
2221 { 'custnum' => $self->custnum },
2223 "ORDER BY $orderby",
2229 Returns the agent (see L<FS::agent>) for this customer.
2233 Returns the agent name (see L<FS::agent>) for this customer.
2239 $self->agent->agent;
2244 Returns any tags associated with this customer, as FS::cust_tag objects,
2245 or an empty list if there are no tags.
2249 Returns any tags associated with this customer, as FS::part_tag objects,
2250 or an empty list if there are no tags.
2256 map $_->part_tag, $self->cust_tag;
2262 Returns the customer class, as an FS::cust_class object, or the empty string
2263 if there is no customer class.
2267 Returns the customer category name, or the empty string if there is no customer
2274 my $cust_class = $self->cust_class;
2276 ? $cust_class->categoryname
2282 Returns the customer class name, or the empty string if there is no customer
2289 my $cust_class = $self->cust_class;
2291 ? $cust_class->classname
2297 Returns the external tax status, as an FS::tax_status object, or the empty
2298 string if there is no tax status.
2304 if ( $self->taxstatusnum ) {
2305 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2313 Returns the tax status code if there is one.
2319 my $tax_status = $self->tax_status;
2321 ? $tax_status->taxstatus
2325 =item BILLING METHODS
2327 Documentation on billing methods has been moved to
2328 L<FS::cust_main::Billing>.
2330 =item REALTIME BILLING METHODS
2332 Documentation on realtime billing methods has been moved to
2333 L<FS::cust_main::Billing_Realtime>.
2337 Removes the I<paycvv> field from the database directly.
2339 If there is an error, returns the error, otherwise returns false.
2341 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2346 die 'cust_main->remove_cvv deprecated';
2348 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2349 or return dbh->errstr;
2350 $sth->execute($self->custnum)
2351 or return $sth->errstr;
2358 Returns the total owed for this customer on all invoices
2359 (see L<FS::cust_bill/owed>).
2365 $self->total_owed_date(2145859200); #12/31/2037
2368 =item total_owed_date TIME
2370 Returns the total owed for this customer on all invoices with date earlier than
2371 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2372 see L<Time::Local> and L<Date::Parse> for conversion functions.
2376 sub total_owed_date {
2380 my $custnum = $self->custnum;
2382 my $owed_sql = FS::cust_bill->owed_sql;
2385 SELECT SUM($owed_sql) FROM cust_bill
2386 WHERE custnum = $custnum
2390 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2394 =item total_owed_pkgnum PKGNUM
2396 Returns the total owed on all invoices for this customer's specific package
2397 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2401 sub total_owed_pkgnum {
2402 my( $self, $pkgnum ) = @_;
2403 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2406 =item total_owed_date_pkgnum TIME PKGNUM
2408 Returns the total owed for this customer's specific package when using
2409 experimental package balances on all invoices with date earlier than
2410 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2411 see L<Time::Local> and L<Date::Parse> for conversion functions.
2415 sub total_owed_date_pkgnum {
2416 my( $self, $time, $pkgnum ) = @_;
2419 foreach my $cust_bill (
2420 grep { $_->_date <= $time }
2421 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2423 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2425 sprintf( "%.2f", $total_bill );
2431 Returns the total amount of all payments.
2438 $total += $_->paid foreach $self->cust_pay;
2439 sprintf( "%.2f", $total );
2442 =item total_unapplied_credits
2444 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2445 customer. See L<FS::cust_credit/credited>.
2447 =item total_credited
2449 Old name for total_unapplied_credits. Don't use.
2453 sub total_credited {
2454 #carp "total_credited deprecated, use total_unapplied_credits";
2455 shift->total_unapplied_credits(@_);
2458 sub total_unapplied_credits {
2461 my $custnum = $self->custnum;
2463 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2466 SELECT SUM($unapplied_sql) FROM cust_credit
2467 WHERE custnum = $custnum
2470 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2474 =item total_unapplied_credits_pkgnum PKGNUM
2476 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2477 customer. See L<FS::cust_credit/credited>.
2481 sub total_unapplied_credits_pkgnum {
2482 my( $self, $pkgnum ) = @_;
2483 my $total_credit = 0;
2484 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2485 sprintf( "%.2f", $total_credit );
2489 =item total_unapplied_payments
2491 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2492 See L<FS::cust_pay/unapplied>.
2496 sub total_unapplied_payments {
2499 my $custnum = $self->custnum;
2501 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2504 SELECT SUM($unapplied_sql) FROM cust_pay
2505 WHERE custnum = $custnum
2508 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2512 =item total_unapplied_payments_pkgnum PKGNUM
2514 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2515 specific package when using experimental package balances. See
2516 L<FS::cust_pay/unapplied>.
2520 sub total_unapplied_payments_pkgnum {
2521 my( $self, $pkgnum ) = @_;
2522 my $total_unapplied = 0;
2523 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2524 sprintf( "%.2f", $total_unapplied );
2528 =item total_unapplied_refunds
2530 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2531 customer. See L<FS::cust_refund/unapplied>.
2535 sub total_unapplied_refunds {
2537 my $custnum = $self->custnum;
2539 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2542 SELECT SUM($unapplied_sql) FROM cust_refund
2543 WHERE custnum = $custnum
2546 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2552 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2553 total_unapplied_credits minus total_unapplied_payments).
2559 $self->balance_date_range;
2562 =item balance_date TIME
2564 Returns the balance for this customer, only considering invoices with date
2565 earlier than TIME (total_owed_date minus total_credited minus
2566 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2567 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2574 $self->balance_date_range(shift);
2577 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2579 Returns the balance for this customer, optionally considering invoices with
2580 date earlier than START_TIME, and not later than END_TIME
2581 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2583 Times are specified as SQL fragments or numeric
2584 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2585 L<Date::Parse> for conversion functions. The empty string can be passed
2586 to disable that time constraint completely.
2588 Accepts the same options as L<balance_date_sql>:
2592 =item unapplied_date
2594 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)
2598 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2599 time will be ignored. Note that START_TIME and END_TIME only limit the date
2600 range for invoices and I<unapplied> payments, credits, and refunds.
2606 sub balance_date_range {
2608 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2609 ') FROM cust_main WHERE custnum='. $self->custnum;
2610 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2613 =item balance_pkgnum PKGNUM
2615 Returns the balance for this customer's specific package when using
2616 experimental package balances (total_owed plus total_unrefunded, minus
2617 total_unapplied_credits minus total_unapplied_payments)
2621 sub balance_pkgnum {
2622 my( $self, $pkgnum ) = @_;
2625 $self->total_owed_pkgnum($pkgnum)
2626 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2627 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2628 - $self->total_unapplied_credits_pkgnum($pkgnum)
2629 - $self->total_unapplied_payments_pkgnum($pkgnum)
2635 Returns a hash of useful information for making a payment.
2645 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2646 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2647 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2651 For credit card transactions:
2663 For electronic check transactions:
2673 #XXX i need to be updated for 4.x+
2679 $return{balance} = $self->balance;
2681 $return{payname} = $self->payname
2682 || ( $self->first. ' '. $self->get('last') );
2684 $return{$_} = $self->bill_location->$_
2685 for qw(address1 address2 city state zip);
2687 $return{payby} = $self->payby;
2688 $return{stateid_state} = $self->stateid_state;
2690 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2691 $return{card_type} = cardtype($self->payinfo);
2692 $return{payinfo} = $self->paymask;
2694 @return{'month', 'year'} = $self->paydate_monthyear;
2698 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2699 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2700 $return{payinfo1} = $payinfo1;
2701 $return{payinfo2} = $payinfo2;
2702 $return{paytype} = $self->paytype;
2703 $return{paystate} = $self->paystate;
2707 #doubleclick protection
2709 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2717 Returns the next payment expiration date for this customer. If they have no
2718 payment methods that will expire, returns 0.
2724 # filter out the ones that individually return 0, but then return 0 if
2725 # there are no results
2726 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
2727 min( @epochs ) || 0;
2730 =item paydate_epoch_sql
2732 Returns an SQL expression to get the next payment expiration date for a
2733 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
2734 dates, so that it's safe to test for "will it expire before date X" for any
2739 sub paydate_epoch_sql {
2741 my $paydate = FS::cust_payby->paydate_epoch_sql;
2742 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
2746 my( $self, $taxname ) = @_;
2748 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
2749 'taxname' => $taxname,
2754 =item cust_main_exemption
2756 =item invoicing_list
2758 Returns a list of email addresses (with svcnum entries expanded), and the word
2759 'POST' if the customer receives postal invoices.
2763 sub invoicing_list {
2764 my( $self, $arrayref ) = @_;
2767 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
2770 my @emails = $self->invoicing_list_emailonly;
2771 push @emails, 'POST' if $self->get('postal_invoice');
2776 =item check_invoicing_list ARRAYREF
2778 Checks these arguements as valid input for the invoicing_list method. If there
2779 is an error, returns the error, otherwise returns false.
2783 sub check_invoicing_list {
2784 my( $self, $arrayref ) = @_;
2786 foreach my $address ( @$arrayref ) {
2788 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
2789 return 'Can\'t add FAX invoice destination with a blank FAX number.';
2792 my $cust_main_invoice = new FS::cust_main_invoice ( {
2793 'custnum' => $self->custnum,
2796 my $error = $self->custnum
2797 ? $cust_main_invoice->check
2798 : $cust_main_invoice->checkdest
2800 return $error if $error;
2804 return "Email address required"
2805 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
2806 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
2813 Returns the email addresses of all accounts provisioned for this customer.
2820 foreach my $cust_pkg ( $self->all_pkgs ) {
2821 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
2823 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
2824 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
2826 $list{$_}=1 foreach map { $_->email } @svc_acct;
2831 =item invoicing_list_addpost
2833 Adds postal invoicing to this customer. If this customer is already configured
2834 to receive postal invoices, does nothing.
2838 sub invoicing_list_addpost {
2840 if ( $self->get('postal_invoice') eq '' ) {
2841 $self->set('postal_invoice', 'Y');
2842 my $error = $self->replace;
2843 warn $error if $error; # should fail harder, but this is traditional
2847 =item invoicing_list_emailonly
2849 Returns the list of email invoice recipients (invoicing_list without non-email
2850 destinations such as POST and FAX).
2854 sub invoicing_list_emailonly {
2856 warn "$me invoicing_list_emailonly called"
2858 return () if !$self->custnum; # not yet inserted
2859 return map { $_->emailaddress }
2861 table => 'cust_contact',
2862 select => 'emailaddress',
2863 addl_from => ' JOIN contact USING (contactnum) '.
2864 ' JOIN contact_email USING (contactnum)',
2865 hashref => { 'custnum' => $self->custnum, },
2866 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
2870 =item invoicing_list_emailonly_scalar
2872 Returns the list of email invoice recipients (invoicing_list without non-email
2873 destinations such as POST and FAX) as a comma-separated scalar.
2877 sub invoicing_list_emailonly_scalar {
2879 warn "$me invoicing_list_emailonly_scalar called"
2881 join(', ', $self->invoicing_list_emailonly);
2884 =item contact_list [ CLASSNUM, ... ]
2886 Returns a list of contacts (L<FS::contact> objects) for the customer. If
2887 a list of contact classnums is given, returns only contacts in those
2888 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
2889 are marked as invoice destinations. If '0' is given, also returns contacts
2892 If no arguments are given, returns all contacts for the customer.
2900 select => 'contact.*, cust_contact.invoice_dest',
2901 addl_from => ' JOIN cust_contact USING (contactnum)',
2902 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
2908 if ( $_ eq 'invoice' ) {
2909 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
2910 } elsif ( $_ eq '0' ) {
2911 push @orwhere, 'cust_contact.classnum is null';
2912 } elsif ( /^\d+$/ ) {
2913 push @classnums, $_;
2915 die "bad classnum argument '$_'";
2920 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
2923 $search->{extra_sql} .= ' AND (' .
2924 join(' OR ', map "( $_ )", @orwhere) .
2931 =item contact_list_email [ CLASSNUM, ... ]
2933 Same as L</contact_list>, but returns email destinations instead of contact
2938 sub contact_list_email {
2940 my @contacts = $self->contact_list(@_);
2942 foreach my $contact (@contacts) {
2943 foreach my $contact_email ($contact->contact_email) {
2945 $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
2951 =item referral_custnum_cust_main
2953 Returns the customer who referred this customer (or the empty string, if
2954 this customer was not referred).
2956 Note the difference with referral_cust_main method: This method,
2957 referral_custnum_cust_main returns the single customer (if any) who referred
2958 this customer, while referral_cust_main returns an array of customers referred
2963 sub referral_custnum_cust_main {
2965 return '' unless $self->referral_custnum;
2966 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
2969 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
2971 Returns an array of customers referred by this customer (referral_custnum set
2972 to this custnum). If DEPTH is given, recurses up to the given depth, returning
2973 customers referred by customers referred by this customer and so on, inclusive.
2974 The default behavior is DEPTH 1 (no recursion).
2976 Note the difference with referral_custnum_cust_main method: This method,
2977 referral_cust_main, returns an array of customers referred BY this customer,
2978 while referral_custnum_cust_main returns the single customer (if any) who
2979 referred this customer.
2983 sub referral_cust_main {
2985 my $depth = @_ ? shift : 1;
2986 my $exclude = @_ ? shift : {};
2989 map { $exclude->{$_->custnum}++; $_; }
2990 grep { ! $exclude->{ $_->custnum } }
2991 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
2995 map { $_->referral_cust_main($depth-1, $exclude) }
3002 =item referral_cust_main_ncancelled
3004 Same as referral_cust_main, except only returns customers with uncancelled
3009 sub referral_cust_main_ncancelled {
3011 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3014 =item referral_cust_pkg [ DEPTH ]
3016 Like referral_cust_main, except returns a flat list of all unsuspended (and
3017 uncancelled) packages for each customer. The number of items in this list may
3018 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3022 sub referral_cust_pkg {
3024 my $depth = @_ ? shift : 1;
3026 map { $_->unsuspended_pkgs }
3027 grep { $_->unsuspended_pkgs }
3028 $self->referral_cust_main($depth);
3031 =item referring_cust_main
3033 Returns the single cust_main record for the customer who referred this customer
3034 (referral_custnum), or false.
3038 sub referring_cust_main {
3040 return '' unless $self->referral_custnum;
3041 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3044 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3046 Applies a credit to this customer. If there is an error, returns the error,
3047 otherwise returns false.
3049 REASON can be a text string, an FS::reason object, or a scalar reference to
3050 a reasonnum. If a text string, it will be automatically inserted as a new
3051 reason, and a 'reason_type' option must be passed to indicate the
3052 FS::reason_type for the new reason.
3054 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3055 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3056 I<commission_pkgnum>.
3058 Any other options are passed to FS::cust_credit::insert.
3063 my( $self, $amount, $reason, %options ) = @_;
3065 my $cust_credit = new FS::cust_credit {
3066 'custnum' => $self->custnum,
3067 'amount' => $amount,
3070 if ( ref($reason) ) {
3072 if ( ref($reason) eq 'SCALAR' ) {
3073 $cust_credit->reasonnum( $$reason );
3075 $cust_credit->reasonnum( $reason->reasonnum );
3079 $cust_credit->set('reason', $reason)
3082 $cust_credit->$_( delete $options{$_} )
3083 foreach grep exists($options{$_}),
3084 qw( addlinfo eventnum ),
3085 map "commission_$_", qw( agentnum salesnum pkgnum );
3087 $cust_credit->insert(%options);
3091 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3093 Creates a one-time charge for this customer. If there is an error, returns
3094 the error, otherwise returns false.
3096 New-style, with a hashref of options:
3098 my $error = $cust_main->charge(
3102 'start_date' => str2time('7/4/2009'),
3103 'pkg' => 'Description',
3104 'comment' => 'Comment',
3105 'additional' => [], #extra invoice detail
3106 'classnum' => 1, #pkg_class
3108 'setuptax' => '', # or 'Y' for tax exempt
3110 'locationnum'=> 1234, # optional
3113 'taxclass' => 'Tax class',
3116 'taxproduct' => 2, #part_pkg_taxproduct
3117 'override' => {}, #XXX describe
3119 #will be filled in with the new object
3120 'cust_pkg_ref' => \$cust_pkg,
3122 #generate an invoice immediately
3124 'invoice_terms' => '', #with these terms
3130 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3134 #super false laziness w/quotation::charge
3137 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3138 my ( $pkg, $comment, $additional );
3139 my ( $setuptax, $taxclass ); #internal taxes
3140 my ( $taxproduct, $override ); #vendor (CCH) taxes
3142 my $separate_bill = '';
3143 my $cust_pkg_ref = '';
3144 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3146 if ( ref( $_[0] ) ) {
3147 $amount = $_[0]->{amount};
3148 $setup_cost = $_[0]->{setup_cost};
3149 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3150 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3151 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3152 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3153 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3154 : '$'. sprintf("%.2f",$amount);
3155 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3156 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3157 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3158 $additional = $_[0]->{additional} || [];
3159 $taxproduct = $_[0]->{taxproductnum};
3160 $override = { '' => $_[0]->{tax_override} };
3161 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3162 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3163 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3164 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3165 $separate_bill = $_[0]->{separate_bill} || '';
3171 $pkg = @_ ? shift : 'One-time charge';
3172 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3174 $taxclass = @_ ? shift : '';
3178 local $SIG{HUP} = 'IGNORE';
3179 local $SIG{INT} = 'IGNORE';
3180 local $SIG{QUIT} = 'IGNORE';
3181 local $SIG{TERM} = 'IGNORE';
3182 local $SIG{TSTP} = 'IGNORE';
3183 local $SIG{PIPE} = 'IGNORE';
3185 my $oldAutoCommit = $FS::UID::AutoCommit;
3186 local $FS::UID::AutoCommit = 0;
3189 my $part_pkg = new FS::part_pkg ( {
3191 'comment' => $comment,
3195 'classnum' => ( $classnum ? $classnum : '' ),
3196 'setuptax' => $setuptax,
3197 'taxclass' => $taxclass,
3198 'taxproductnum' => $taxproduct,
3199 'setup_cost' => $setup_cost,
3202 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3203 ( 0 .. @$additional - 1 )
3205 'additional_count' => scalar(@$additional),
3206 'setup_fee' => $amount,
3209 my $error = $part_pkg->insert( options => \%options,
3210 tax_overrides => $override,
3213 $dbh->rollback if $oldAutoCommit;
3217 my $pkgpart = $part_pkg->pkgpart;
3218 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3219 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3220 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3221 $error = $type_pkgs->insert;
3223 $dbh->rollback if $oldAutoCommit;
3228 my $cust_pkg = new FS::cust_pkg ( {
3229 'custnum' => $self->custnum,
3230 'pkgpart' => $pkgpart,
3231 'quantity' => $quantity,
3232 'start_date' => $start_date,
3233 'no_auto' => $no_auto,
3234 'separate_bill' => $separate_bill,
3235 'locationnum'=> $locationnum,
3238 $error = $cust_pkg->insert;
3240 $dbh->rollback if $oldAutoCommit;
3242 } elsif ( $cust_pkg_ref ) {
3243 ${$cust_pkg_ref} = $cust_pkg;
3247 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3248 'pkg_list' => [ $cust_pkg ],
3251 $dbh->rollback if $oldAutoCommit;
3256 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3261 #=item charge_postal_fee
3263 #Applies a one time charge this customer. If there is an error,
3264 #returns the error, returns the cust_pkg charge object or false
3265 #if there was no charge.
3269 # This should be a customer event. For that to work requires that bill
3270 # also be a customer event.
3272 sub charge_postal_fee {
3275 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3276 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3278 my $cust_pkg = new FS::cust_pkg ( {
3279 'custnum' => $self->custnum,
3280 'pkgpart' => $pkgpart,
3284 my $error = $cust_pkg->insert;
3285 $error ? $error : $cust_pkg;
3288 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3290 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3292 Optionally, a list or hashref of additional arguments to the qsearch call can
3299 my $opt = ref($_[0]) ? shift : { @_ };
3301 #return $self->num_cust_bill unless wantarray || keys %$opt;
3303 $opt->{'table'} = 'cust_bill';
3304 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3305 $opt->{'hashref'}{'custnum'} = $self->custnum;
3306 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3308 map { $_ } #behavior of sort undefined in scalar context
3309 sort { $a->_date <=> $b->_date }
3313 =item open_cust_bill
3315 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3320 sub open_cust_bill {
3324 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3330 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3332 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3336 sub legacy_cust_bill {
3339 #return $self->num_legacy_cust_bill unless wantarray;
3341 map { $_ } #behavior of sort undefined in scalar context
3342 sort { $a->_date <=> $b->_date }
3343 qsearch({ 'table' => 'legacy_cust_bill',
3344 'hashref' => { 'custnum' => $self->custnum, },
3345 'order_by' => 'ORDER BY _date ASC',
3349 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3351 Returns all the statements (see L<FS::cust_statement>) for this customer.
3353 Optionally, a list or hashref of additional arguments to the qsearch call can
3358 =item cust_bill_void
3360 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3364 sub cust_bill_void {
3367 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3368 sort { $a->_date <=> $b->_date }
3369 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3372 sub cust_statement {
3374 my $opt = ref($_[0]) ? shift : { @_ };
3376 #return $self->num_cust_statement unless wantarray || keys %$opt;
3378 $opt->{'table'} = 'cust_statement';
3379 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3380 $opt->{'hashref'}{'custnum'} = $self->custnum;
3381 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3383 map { $_ } #behavior of sort undefined in scalar context
3384 sort { $a->_date <=> $b->_date }
3388 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3390 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3392 Optionally, a list or hashref of additional arguments to the qsearch call can
3393 be passed following the SVCDB.
3400 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3401 warn "$me svc_x requires a svcdb";
3404 my $opt = ref($_[0]) ? shift : { @_ };
3406 $opt->{'table'} = $svcdb;
3407 $opt->{'addl_from'} =
3408 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3409 ($opt->{'addl_from'} || '');
3411 my $custnum = $self->custnum;
3412 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3413 my $where = "cust_pkg.custnum = $custnum";
3415 my $extra_sql = $opt->{'extra_sql'} || '';
3416 if ( keys %{ $opt->{'hashref'} } ) {
3417 $extra_sql = " AND $where $extra_sql";
3420 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3421 $extra_sql = "WHERE $where AND $1";
3424 $extra_sql = "WHERE $where $extra_sql";
3427 $opt->{'extra_sql'} = $extra_sql;
3432 # required for use as an eventtable;
3435 $self->svc_x('svc_acct', @_);
3440 Returns all the credits (see L<FS::cust_credit>) for this customer.
3447 #return $self->num_cust_credit unless wantarray;
3449 map { $_ } #behavior of sort undefined in scalar context
3450 sort { $a->_date <=> $b->_date }
3451 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3454 =item cust_credit_pkgnum
3456 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3457 package when using experimental package balances.
3461 sub cust_credit_pkgnum {
3462 my( $self, $pkgnum ) = @_;
3463 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3464 sort { $a->_date <=> $b->_date }
3465 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3466 'pkgnum' => $pkgnum,
3471 =item cust_credit_void
3473 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3477 sub cust_credit_void {
3480 sort { $a->_date <=> $b->_date }
3481 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3486 Returns all the payments (see L<FS::cust_pay>) for this customer.
3492 my $opt = ref($_[0]) ? shift : { @_ };
3494 return $self->num_cust_pay unless wantarray || keys %$opt;
3496 $opt->{'table'} = 'cust_pay';
3497 $opt->{'hashref'}{'custnum'} = $self->custnum;
3499 map { $_ } #behavior of sort undefined in scalar context
3500 sort { $a->_date <=> $b->_date }
3507 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3508 called automatically when the cust_pay method is used in a scalar context.
3514 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3515 my $sth = dbh->prepare($sql) or die dbh->errstr;
3516 $sth->execute($self->custnum) or die $sth->errstr;
3517 $sth->fetchrow_arrayref->[0];
3520 =item unapplied_cust_pay
3522 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3526 sub unapplied_cust_pay {
3530 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3536 =item cust_pay_pkgnum
3538 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3539 package when using experimental package balances.
3543 sub cust_pay_pkgnum {
3544 my( $self, $pkgnum ) = @_;
3545 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3546 sort { $a->_date <=> $b->_date }
3547 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3548 'pkgnum' => $pkgnum,
3555 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3561 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3562 sort { $a->_date <=> $b->_date }
3563 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3566 =item cust_pay_pending
3568 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3569 (without status "done").
3573 sub cust_pay_pending {
3575 return $self->num_cust_pay_pending unless wantarray;
3576 sort { $a->_date <=> $b->_date }
3577 qsearch( 'cust_pay_pending', {
3578 'custnum' => $self->custnum,
3579 'status' => { op=>'!=', value=>'done' },
3584 =item cust_pay_pending_attempt
3586 Returns all payment attempts / declined payments for this customer, as pending
3587 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3588 a corresponding payment (see L<FS::cust_pay>).
3592 sub cust_pay_pending_attempt {
3594 return $self->num_cust_pay_pending_attempt unless wantarray;
3595 sort { $a->_date <=> $b->_date }
3596 qsearch( 'cust_pay_pending', {
3597 'custnum' => $self->custnum,
3604 =item num_cust_pay_pending
3606 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3607 customer (without status "done"). Also called automatically when the
3608 cust_pay_pending method is used in a scalar context.
3612 sub num_cust_pay_pending {
3615 " SELECT COUNT(*) FROM cust_pay_pending ".
3616 " WHERE custnum = ? AND status != 'done' ",
3621 =item num_cust_pay_pending_attempt
3623 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3624 customer, with status "done" but without a corresp. Also called automatically when the
3625 cust_pay_pending method is used in a scalar context.
3629 sub num_cust_pay_pending_attempt {
3632 " SELECT COUNT(*) FROM cust_pay_pending ".
3633 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3640 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3646 map { $_ } #return $self->num_cust_refund unless wantarray;
3647 sort { $a->_date <=> $b->_date }
3648 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3651 =item display_custnum
3653 Returns the displayed customer number for this customer: agent_custid if
3654 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3658 sub display_custnum {
3661 return $self->agent_custid
3662 if $default_agent_custid && $self->agent_custid;
3664 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3668 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
3669 } elsif ( $custnum_display_length ) {
3670 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
3672 return $self->custnum;
3678 Returns a name string for this customer, either "Company (Last, First)" or
3685 my $name = $self->contact;
3686 $name = $self->company. " ($name)" if $self->company;
3690 =item service_contact
3692 Returns the L<FS::contact> object for this customer that has the 'Service'
3693 contact class, or undef if there is no such contact. Deprecated; don't use
3698 sub service_contact {
3700 if ( !exists($self->{service_contact}) ) {
3701 my $classnum = $self->scalar_sql(
3702 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3703 ) || 0; #if it's zero, qsearchs will return nothing
3704 my $cust_contact = qsearchs('cust_contact', {
3705 'classnum' => $classnum,
3706 'custnum' => $self->custnum,
3708 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3710 $self->{service_contact};
3715 Returns a name string for this (service/shipping) contact, either
3716 "Company (Last, First)" or "Last, First".
3723 my $name = $self->ship_contact;
3724 $name = $self->company. " ($name)" if $self->company;
3730 Returns a name string for this customer, either "Company" or "First Last".
3736 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
3739 =item ship_name_short
3741 Returns a name string for this (service/shipping) contact, either "Company"
3746 sub ship_name_short {
3748 $self->service_contact
3749 ? $self->ship_contact_firstlast
3755 Returns this customer's full (billing) contact name only, "Last, First"
3761 $self->get('last'). ', '. $self->first;
3766 Returns this customer's full (shipping) contact name only, "Last, First"
3772 my $contact = $self->service_contact || $self;
3773 $contact->get('last') . ', ' . $contact->get('first');
3776 =item contact_firstlast
3778 Returns this customers full (billing) contact name only, "First Last".
3782 sub contact_firstlast {
3784 $self->first. ' '. $self->get('last');
3787 =item ship_contact_firstlast
3789 Returns this customer's full (shipping) contact name only, "First Last".
3793 sub ship_contact_firstlast {
3795 my $contact = $self->service_contact || $self;
3796 $contact->get('first') . ' '. $contact->get('last');
3799 sub bill_country_full {
3801 $self->bill_location->country_full;
3804 sub ship_country_full {
3806 $self->ship_location->country_full;
3809 =item county_state_county [ PREFIX ]
3811 Returns a string consisting of just the county, state and country.
3815 sub county_state_country {
3818 if ( @_ && $_[0] && $self->has_ship_address ) {
3819 $locationnum = $self->ship_locationnum;
3821 $locationnum = $self->bill_locationnum;
3823 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
3824 $cust_location->county_state_country;
3827 =item geocode DATA_VENDOR
3829 Returns a value for the customer location as encoded by DATA_VENDOR.
3830 Currently this only makes sense for "CCH" as DATA_VENDOR.
3838 Returns a status string for this customer, currently:
3844 No packages have ever been ordered. Displayed as "No packages".
3848 Recurring packages all are new (not yet billed).
3852 One or more recurring packages is active.
3856 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
3860 All non-cancelled recurring packages are suspended.
3864 All recurring packages are cancelled.
3868 Behavior of inactive vs. cancelled edge cases can be adjusted with the
3869 cust_main-status_module configuration option.
3873 sub status { shift->cust_status(@_); }
3877 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
3878 for my $status ( FS::cust_main->statuses() ) {
3879 my $method = $status.'_sql';
3880 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
3881 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
3882 $sth->execute( ($self->custnum) x $numnum )
3883 or die "Error executing 'SELECT $sql': ". $sth->errstr;
3884 if ( $sth->fetchrow_arrayref->[0] ) {
3885 $self->hashref->{cust_status} = $status;
3891 =item is_status_delay_cancel
3893 Returns true if customer status is 'suspended'
3894 and all suspended cust_pkg return true for
3895 cust_pkg->is_status_delay_cancel.
3897 This is not a real status, this only meant for hacking display
3898 values, because otherwise treating the customer as suspended is
3899 really the whole point of the delay_cancel option.
3903 sub is_status_delay_cancel {
3905 return 0 unless $self->status eq 'suspended';
3906 foreach my $cust_pkg ($self->ncancelled_pkgs) {
3907 return 0 unless $cust_pkg->is_status_delay_cancel;
3912 =item ucfirst_cust_status
3914 =item ucfirst_status
3916 Deprecated, use the cust_status_label method instead.
3918 Returns the status with the first character capitalized.
3922 sub ucfirst_status {
3923 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
3924 local($ucfirst_nowarn) = 1;
3925 shift->ucfirst_cust_status(@_);
3928 sub ucfirst_cust_status {
3929 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
3931 ucfirst($self->cust_status);
3934 =item cust_status_label
3938 Returns the display label for this status.
3942 sub status_label { shift->cust_status_label(@_); }
3944 sub cust_status_label {
3946 __PACKAGE__->statuslabels->{$self->cust_status};
3951 Returns a hex triplet color string for this customer's status.
3955 sub statuscolor { shift->cust_statuscolor(@_); }
3957 sub cust_statuscolor {
3959 __PACKAGE__->statuscolors->{$self->cust_status};
3962 =item tickets [ STATUS ]
3964 Returns an array of hashes representing the customer's RT tickets.
3966 An optional status (or arrayref or hashref of statuses) may be specified.
3972 my $status = ( @_ && $_[0] ) ? shift : '';
3974 my $num = $conf->config('cust_main-max_tickets') || 10;
3977 if ( $conf->config('ticket_system') ) {
3978 unless ( $conf->config('ticket_system-custom_priority_field') ) {
3980 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
3989 foreach my $priority (
3990 $conf->config('ticket_system-custom_priority_field-values'), ''
3992 last if scalar(@tickets) >= $num;
3994 @{ FS::TicketSystem->customer_tickets( $self->custnum,
3995 $num - scalar(@tickets),
4006 =item appointments [ STATUS ]
4008 Returns an array of hashes representing the customer's RT tickets which
4015 my $status = ( @_ && $_[0] ) ? shift : '';
4017 return () unless $conf->config('ticket_system');
4019 my $queueid = $conf->config('ticket_system-appointment-queueid');
4021 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4030 # Return services representing svc_accts in customer support packages
4031 sub support_services {
4033 my %packages = map { $_ => 1 } $conf->config('support_packages');
4035 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4036 grep { $_->part_svc->svcdb eq 'svc_acct' }
4037 map { $_->cust_svc }
4038 grep { exists $packages{ $_->pkgpart } }
4039 $self->ncancelled_pkgs;
4043 # Return a list of latitude/longitude for one of the services (if any)
4044 sub service_coordinates {
4048 grep { $_->latitude && $_->longitude }
4050 map { $_->cust_svc }
4051 $self->ncancelled_pkgs;
4053 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4058 Returns a masked version of the named field
4063 my ($self,$field) = @_;
4067 'x'x(length($self->getfield($field))-4).
4068 substr($self->getfield($field), (length($self->getfield($field))-4));
4072 =item payment_history
4074 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4075 cust_credit and cust_refund objects. Each hashref has the following fields:
4077 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4079 I<date> - value of _date field, unix timestamp
4081 I<date_pretty> - user-friendly date
4083 I<description> - user-friendly description of item
4085 I<amount> - impact of item on user's balance
4086 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4087 Not to be confused with the native 'amount' field in cust_credit, see below.
4089 I<amount_pretty> - includes money char
4091 I<balance> - customer balance, chronologically as of this item
4093 I<balance_pretty> - includes money char
4095 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4097 I<paid> - amount paid for cust_pay records, undef for other types
4099 I<credit> - amount credited for cust_credit records, undef for other types.
4100 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4102 I<refund> - amount refunded for cust_refund records, undef for other types
4104 The four table-specific keys always have positive values, whether they reflect charges or payments.
4106 The following options may be passed to this method:
4108 I<line_items> - if true, returns charges ('Line item') rather than invoices
4110 I<start_date> - unix timestamp, only include records on or after.
4111 If specified, an item of type 'Previous' will also be included.
4112 It does not have table-specific fields.
4114 I<end_date> - unix timestamp, only include records before
4116 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4118 I<conf> - optional already-loaded FS::Conf object.
4122 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4123 # and also for sending customer statements, which should both be kept customer-friendly.
4124 # If you add anything that shouldn't be passed on through the API or exposed
4125 # to customers, add a new option to include it, don't include it by default
4126 sub payment_history {
4128 my $opt = ref($_[0]) ? $_[0] : { @_ };
4130 my $conf = $$opt{'conf'} || new FS::Conf;
4131 my $money_char = $conf->config("money_char") || '$',
4133 #first load entire history,
4134 #need previous to calculate previous balance
4135 #loading after end_date shouldn't hurt too much?
4137 if ( $$opt{'line_items'} ) {
4139 foreach my $cust_bill ( $self->cust_bill ) {
4142 'type' => 'Line item',
4143 'description' => $_->desc( $self->locale ).
4144 ( $_->sdate && $_->edate
4145 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4146 ' To '. time2str('%d-%b-%Y', $_->edate)
4149 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4150 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4151 'date' => $cust_bill->_date,
4152 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4154 foreach $cust_bill->cust_bill_pkg;
4161 'type' => 'Invoice',
4162 'description' => 'Invoice #'. $_->display_invnum,
4163 'amount' => sprintf('%.2f', $_->charged ),
4164 'charged' => sprintf('%.2f', $_->charged ),
4165 'date' => $_->_date,
4166 'date_pretty' => $self->time2str_local('short', $_->_date ),
4168 foreach $self->cust_bill;
4173 'type' => 'Payment',
4174 'description' => 'Payment', #XXX type
4175 'amount' => sprintf('%.2f', 0 - $_->paid ),
4176 'paid' => sprintf('%.2f', $_->paid ),
4177 'date' => $_->_date,
4178 'date_pretty' => $self->time2str_local('short', $_->_date ),
4180 foreach $self->cust_pay;
4184 'description' => 'Credit', #more info?
4185 'amount' => sprintf('%.2f', 0 -$_->amount ),
4186 'credit' => sprintf('%.2f', $_->amount ),
4187 'date' => $_->_date,
4188 'date_pretty' => $self->time2str_local('short', $_->_date ),
4190 foreach $self->cust_credit;
4194 'description' => 'Refund', #more info? type, like payment?
4195 'amount' => $_->refund,
4196 'refund' => $_->refund,
4197 'date' => $_->_date,
4198 'date_pretty' => $self->time2str_local('short', $_->_date ),
4200 foreach $self->cust_refund;
4202 #put it all in chronological order
4203 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4205 #calculate balance, filter items outside date range
4209 foreach my $item (@history) {
4210 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4211 $balance += $$item{'amount'};
4212 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4213 $previous += $$item{'amount'};
4216 $$item{'balance'} = sprintf("%.2f",$balance);
4217 foreach my $key ( qw(amount balance) ) {
4218 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4223 # start with previous balance, if there was one
4226 'type' => 'Previous',
4227 'description' => 'Previous balance',
4228 'amount' => sprintf("%.2f",$previous),
4229 'balance' => sprintf("%.2f",$previous),
4230 'date' => $$opt{'start_date'},
4231 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4233 #false laziness with above
4234 foreach my $key ( qw(amount balance) ) {
4235 $$item{$key.'_pretty'} = $$item{$key};
4236 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4238 unshift(@out,$item);
4241 @out = reverse @history if $$opt{'reverse_sort'};
4246 =item save_cust_payby
4248 Saves a new cust_payby for this customer, replacing an existing entry only
4249 in select circumstances. Does not validate input.
4251 If auto is specified, marks this as the customer's primary method, or the
4252 specified weight. Existing payment methods have their weight incremented as
4255 If bill_location is specified with auto, also sets location in cust_main.
4257 Will not insert complete duplicates of existing records, or records in which the
4258 only difference from an existing record is to turn off automatic payment (will
4259 return without error.) Will replace existing records in which the only difference
4260 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4261 Fields marked as preserved are optional, and existing values will not be overwritten with
4262 blanks when replacing.
4264 Accepts the following named parameters:
4274 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4278 optional, set higher than 1 for secondary, etc.
4286 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4294 optional, will be preserved when replacing
4302 CARD only, required, FS::cust_location object
4304 =item paystart_month
4306 CARD only, optional, will be preserved when replacing
4310 CARD only, optional, will be preserved when replacing
4314 CARD only, optional, will be preserved when replacing
4318 CARD only, only used if conf cvv-save is set appropriately
4332 #The code for this option is in place, but it's not currently used
4336 # existing cust_payby object to be replaced (must match custnum)
4338 # stateid/stateid_state/ss are not currently supported in cust_payby,
4339 # might not even work properly in 4.x, but will need to work here if ever added
4341 sub save_cust_payby {
4345 my $old = $opt{'replace'};
4346 my $new = new FS::cust_payby { $old ? $old->hash : () };
4347 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4348 $new->set( 'custnum' => $self->custnum );
4350 my $payby = $opt{'payment_payby'};
4351 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4353 # don't allow turning off auto when replacing
4354 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4356 my @check_existing; # payby relevant to this payment_payby
4358 # set payby based on auto
4359 if ( $payby eq 'CARD' ) {
4360 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4361 @check_existing = qw( CARD DCRD );
4362 } elsif ( $payby eq 'CHEK' ) {
4363 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4364 @check_existing = qw( CHEK DCHK );
4367 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4370 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4371 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4372 $new->set( 'payname' => $opt{'payname'} );
4373 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4375 my $conf = new FS::Conf;
4377 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4378 if ( $payby eq 'CARD' &&
4379 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4380 || $conf->exists('business-onlinepayment-verification')
4383 $new->set( 'paycvv' => $opt{'paycvv'} );
4385 $new->set( 'paycvv' => '');
4388 local $SIG{HUP} = 'IGNORE';
4389 local $SIG{INT} = 'IGNORE';
4390 local $SIG{QUIT} = 'IGNORE';
4391 local $SIG{TERM} = 'IGNORE';
4392 local $SIG{TSTP} = 'IGNORE';
4393 local $SIG{PIPE} = 'IGNORE';
4395 my $oldAutoCommit = $FS::UID::AutoCommit;
4396 local $FS::UID::AutoCommit = 0;
4399 # set fields specific to payment_payby
4400 if ( $payby eq 'CARD' ) {
4401 if ($opt{'bill_location'}) {
4402 $opt{'bill_location'}->set('custnum' => $self->custnum);
4403 my $error = $opt{'bill_location'}->find_or_insert;
4405 $dbh->rollback if $oldAutoCommit;
4408 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4410 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4411 $new->set( $field => $opt{$field} );
4414 foreach my $field ( qw(paytype paystate) ) {
4415 $new->set( $field => $opt{$field} );
4419 # other cust_payby to compare this to
4420 my @existing = $self->cust_payby(@check_existing);
4422 # fields that can overwrite blanks with values, but not values with blanks
4423 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4425 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4427 # generally, we don't want to overwrite existing cust_payby with this,
4428 # but we can replace if we're only marking it auto or adding a preserved field
4429 # and we can avoid saving a total duplicate or merely turning off auto
4431 foreach my $cust_payby (@existing) {
4432 # check fields that absolutely should not change
4433 foreach my $field ($new->fields) {
4434 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4435 next if grep(/^$field$/, @preserve );
4436 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4438 # now check fields that can replace if one value is blank
4440 foreach my $field (@preserve) {
4442 ( $new->get($field) and !$cust_payby->get($field) ) or
4443 ( $cust_payby->get($field) and !$new->get($field) )
4445 # prevention of overwriting values with blanks happens farther below
4447 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4451 unless ( $replace ) {
4452 # nearly identical, now check weight
4453 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4454 # ignore identical cust_payby, and ignore attempts to turn off auto
4455 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4456 $skip_cust_payby = 1;
4459 # otherwise, only change is to mark this as primary
4461 # if we got this far, we're definitely replacing
4468 $new->set( 'custpaybynum' => $old->custpaybynum );
4469 # don't turn off automatic payment (but allow it to be turned on)
4470 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4472 $new->set( 'payby' => $old->payby );
4473 $new->set( 'weight' => 1 );
4475 # make sure we're not overwriting values with blanks
4476 foreach my $field (@preserve) {
4477 if ( $old->get($field) and !$new->get($field) ) {
4478 $new->set( $field => $old->get($field) );
4483 # only overwrite cust_main bill_location if auto
4484 if ($opt{'auto'} && $opt{'bill_location'}) {
4485 $self->set('bill_location' => $opt{'bill_location'});
4486 my $error = $self->replace;
4488 $dbh->rollback if $oldAutoCommit;
4493 # done with everything except reweighting and saving cust_payby
4494 # still need to commit changes to cust_main and cust_location
4495 if ($skip_cust_payby) {
4496 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4500 # re-weight existing primary cust_pay for this payby
4502 foreach my $cust_payby (@existing) {
4503 # relies on cust_payby return order
4504 last unless $cust_payby->payby !~ /^D/;
4505 last if $cust_payby->weight > 1;
4506 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4507 next if $cust_payby->weight < ($opt{'weight'} || 1);
4508 $cust_payby->weight( $cust_payby->weight + 1 );
4509 my $error = $cust_payby->replace;
4511 $dbh->rollback if $oldAutoCommit;
4512 return "Error reweighting cust_payby: $error";
4517 # finally, save cust_payby
4518 my $error = $old ? $new->replace($old) : $new->insert;
4520 $dbh->rollback if $oldAutoCommit;
4524 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4529 =item remove_cvv_from_cust_payby PAYINFO
4531 Removes paycvv from associated cust_payby with matching PAYINFO.
4535 sub remove_cvv_from_cust_payby {
4536 my ($self,$payinfo) = @_;
4538 my $oldAutoCommit = $FS::UID::AutoCommit;
4539 local $FS::UID::AutoCommit = 0;
4542 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4543 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4544 $cust_payby->paycvv('');
4545 my $error = $cust_payby->replace;
4547 $dbh->rollback if $oldAutoCommit;
4552 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4558 =head1 CLASS METHODS
4564 Class method that returns the list of possible status strings for customers
4565 (see L<the status method|/status>). For example:
4567 @statuses = FS::cust_main->statuses();
4573 keys %{ $self->statuscolors };
4576 =item cust_status_sql
4578 Returns an SQL fragment to determine the status of a cust_main record, as a
4583 sub cust_status_sql {
4585 for my $status ( FS::cust_main->statuses() ) {
4586 my $method = $status.'_sql';
4587 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4596 Returns an SQL expression identifying prospective cust_main records (customers
4597 with no packages ever ordered)
4601 use vars qw($select_count_pkgs);
4602 $select_count_pkgs =
4603 "SELECT COUNT(*) FROM cust_pkg
4604 WHERE cust_pkg.custnum = cust_main.custnum";
4606 sub select_count_pkgs_sql {
4611 " 0 = ( $select_count_pkgs ) ";
4616 Returns an SQL expression identifying ordered cust_main records (customers with
4617 no active packages, but recurring packages not yet setup or one time charges
4623 FS::cust_main->none_active_sql.
4624 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4629 Returns an SQL expression identifying active cust_main records (customers with
4630 active recurring packages).
4635 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4638 =item none_active_sql
4640 Returns an SQL expression identifying cust_main records with no active
4641 recurring packages. This includes customers of status prospect, ordered,
4642 inactive, and suspended.
4646 sub none_active_sql {
4647 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4652 Returns an SQL expression identifying inactive cust_main records (customers with
4653 no active recurring packages, but otherwise unsuspended/uncancelled).
4658 FS::cust_main->none_active_sql.
4659 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4665 Returns an SQL expression identifying suspended cust_main records.
4670 sub suspended_sql { susp_sql(@_); }
4672 FS::cust_main->none_active_sql.
4673 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4679 Returns an SQL expression identifying cancelled cust_main records.
4683 sub cancel_sql { shift->cancelled_sql(@_); }
4686 =item uncancelled_sql
4688 Returns an SQL expression identifying un-cancelled cust_main records.
4692 sub uncancelled_sql { uncancel_sql(@_); }
4693 sub uncancel_sql { "
4694 ( 0 < ( $select_count_pkgs
4695 AND ( cust_pkg.cancel IS NULL
4696 OR cust_pkg.cancel = 0
4699 OR 0 = ( $select_count_pkgs )
4705 Returns an SQL fragment to retreive the balance.
4710 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4711 WHERE cust_bill.custnum = cust_main.custnum )
4712 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4713 WHERE cust_pay.custnum = cust_main.custnum )
4714 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4715 WHERE cust_credit.custnum = cust_main.custnum )
4716 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4717 WHERE cust_refund.custnum = cust_main.custnum )
4720 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4722 Returns an SQL fragment to retreive the balance for this customer, optionally
4723 considering invoices with date earlier than START_TIME, and not
4724 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4725 total_unapplied_payments).
4727 Times are specified as SQL fragments or numeric
4728 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4729 L<Date::Parse> for conversion functions. The empty string can be passed
4730 to disable that time constraint completely.
4732 Available options are:
4736 =item unapplied_date
4738 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)
4743 set to true to remove all customer comparison clauses, for totals
4748 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4753 JOIN clause (typically used with the total option)
4757 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4758 time will be ignored. Note that START_TIME and END_TIME only limit the date
4759 range for invoices and I<unapplied> payments, credits, and refunds.
4765 sub balance_date_sql {
4766 my( $class, $start, $end, %opt ) = @_;
4768 my $cutoff = $opt{'cutoff'};
4770 my $owed = FS::cust_bill->owed_sql($cutoff);
4771 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4772 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4773 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4775 my $j = $opt{'join'} || '';
4777 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4778 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4779 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4780 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4782 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4783 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4784 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4785 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4790 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4792 Returns an SQL fragment to retreive the total unapplied payments for this
4793 customer, only considering payments with date earlier than START_TIME, and
4794 optionally not later than END_TIME.
4796 Times are specified as SQL fragments or numeric
4797 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4798 L<Date::Parse> for conversion functions. The empty string can be passed
4799 to disable that time constraint completely.
4801 Available options are:
4805 sub unapplied_payments_date_sql {
4806 my( $class, $start, $end, %opt ) = @_;
4808 my $cutoff = $opt{'cutoff'};
4810 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4812 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4813 'unapplied_date'=>1 );
4815 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4818 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4820 Helper method for balance_date_sql; name (and usage) subject to change
4821 (suggestions welcome).
4823 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4824 cust_refund, cust_credit or cust_pay).
4826 If TABLE is "cust_bill" or the unapplied_date option is true, only
4827 considers records with date earlier than START_TIME, and optionally not
4828 later than END_TIME .
4832 sub _money_table_where {
4833 my( $class, $table, $start, $end, %opt ) = @_;
4836 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4837 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4838 push @where, "$table._date <= $start" if defined($start) && length($start);
4839 push @where, "$table._date > $end" if defined($end) && length($end);
4841 push @where, @{$opt{'where'}} if $opt{'where'};
4842 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4848 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4849 use FS::cust_main::Search;
4852 FS::cust_main::Search->search(@_);
4861 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4863 Generates a templated notification to the customer (see L<Text::Template>).
4865 OPTIONS is a hash and may include
4867 I<extra_fields> - a hashref of name/value pairs which will be substituted
4868 into the template. These values may override values mentioned below
4869 and those from the customer record.
4871 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
4873 The following variables are available in the template instead of or in addition
4874 to the fields of the customer record.
4876 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4880 # a lot like cust_bill::print_latex
4881 sub generate_letter {
4882 my ($self, $template, %options) = @_;
4884 warn "Template $template does not exist" && return
4885 unless $conf->exists($template) || $options{'template_text'};
4887 my $template_source = $options{'template_text'}
4888 ? [ $options{'template_text'} ]
4889 : [ map "$_\n", $conf->config($template) ];
4891 my $letter_template = new Text::Template
4893 SOURCE => $template_source,
4894 DELIMITERS => [ '[@--', '--@]' ],
4896 or die "can't create new Text::Template object: Text::Template::ERROR";
4898 $letter_template->compile()
4899 or die "can't compile template: Text::Template::ERROR";
4901 my %letter_data = map { $_ => $self->$_ } $self->fields;
4903 for (keys %{$options{extra_fields}}){
4904 $letter_data{$_} = $options{extra_fields}->{$_};
4907 unless(exists($letter_data{returnaddress})){
4908 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4909 $self->agent_template)
4911 if ( length($retadd) ) {
4912 $letter_data{returnaddress} = $retadd;
4913 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4914 $letter_data{returnaddress} =
4915 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4919 ( $conf->config('company_name', $self->agentnum),
4920 $conf->config('company_address', $self->agentnum),
4924 $letter_data{returnaddress} = '~';
4928 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4930 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4932 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4934 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4938 ) or die "can't open temp file: $!\n";
4939 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4940 or die "can't write temp file: $!\n";
4942 $letter_data{'logo_file'} = $lh->filename;
4944 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4948 ) or die "can't open temp file: $!\n";
4950 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4952 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4953 return ($1, $letter_data{'logo_file'});
4957 =item print_ps TEMPLATE
4959 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4965 my($file, $lfile) = $self->generate_letter(@_);
4966 my $ps = FS::Misc::generate_ps($file);
4967 unlink($file.'.tex');
4973 =item print TEMPLATE
4975 Prints the filled in template.
4977 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4981 sub queueable_print {
4984 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4985 or die "invalid customer number: " . $opt{custnum};
4987 #do not backport this change to 3.x
4988 # my $error = $self->print( { 'template' => $opt{template} } );
4989 my $error = $self->print( $opt{'template'} );
4990 die $error if $error;
4994 my ($self, $template) = (shift, shift);
4996 [ $self->print_ps($template) ],
4997 'agentnum' => $self->agentnum,
5001 #these three subs should just go away once agent stuff is all config overrides
5003 sub agent_template {
5005 $self->_agent_plandata('agent_templatename');
5008 sub agent_invoice_from {
5010 $self->_agent_plandata('agent_invoice_from');
5013 sub _agent_plandata {
5014 my( $self, $option ) = @_;
5016 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5017 #agent-specific Conf
5019 use FS::part_event::Condition;
5021 my $agentnum = $self->agentnum;
5023 my $regexp = regexp_sql();
5025 my $part_event_option =
5027 'select' => 'part_event_option.*',
5028 'table' => 'part_event_option',
5030 LEFT JOIN part_event USING ( eventpart )
5031 LEFT JOIN part_event_option AS peo_agentnum
5032 ON ( part_event.eventpart = peo_agentnum.eventpart
5033 AND peo_agentnum.optionname = 'agentnum'
5034 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5036 LEFT JOIN part_event_condition
5037 ON ( part_event.eventpart = part_event_condition.eventpart
5038 AND part_event_condition.conditionname = 'cust_bill_age'
5040 LEFT JOIN part_event_condition_option
5041 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5042 AND part_event_condition_option.optionname = 'age'
5045 #'hashref' => { 'optionname' => $option },
5046 #'hashref' => { 'part_event_option.optionname' => $option },
5048 " WHERE part_event_option.optionname = ". dbh->quote($option).
5049 " AND action = 'cust_bill_send_agent' ".
5050 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5051 " AND peo_agentnum.optionname = 'agentnum' ".
5052 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5054 CASE WHEN part_event_condition_option.optionname IS NULL
5056 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5058 , part_event.weight".
5062 unless ( $part_event_option ) {
5063 return $self->agent->invoice_template || ''
5064 if $option eq 'agent_templatename';
5068 $part_event_option->optionvalue;
5072 sub process_o2m_qsearch {
5075 return qsearch($table, @_) unless $table eq 'contact';
5077 my $hashref = shift;
5078 my %hash = %$hashref;
5079 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5080 or die 'guru meditation #4343';
5082 qsearch({ 'table' => 'contact',
5083 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5084 'hashref' => \%hash,
5085 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5086 " cust_contact.custnum = $custnum "
5090 sub process_o2m_qsearchs {
5093 return qsearchs($table, @_) unless $table eq 'contact';
5095 my $hashref = shift;
5096 my %hash = %$hashref;
5097 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5098 or die 'guru meditation #2121';
5100 qsearchs({ 'table' => 'contact',
5101 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5102 'hashref' => \%hash,
5103 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5104 " cust_contact.custnum = $custnum "
5108 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5110 Subroutine (not a method), designed to be called from the queue.
5112 Takes a list of options and values.
5114 Pulls up the customer record via the custnum option and calls bill_and_collect.
5119 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5121 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5122 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5124 #without this errors don't get rolled back
5125 $args{'fatal'} = 1; # runs from job queue, will be caught
5127 $cust_main->bill_and_collect( %args );
5130 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5132 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5133 C<collect> part. This is used in batch tax calculation, where invoice
5134 generation and collection events have to be completely separated.
5138 sub queued_collect {
5140 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5142 $cust_main->collect(%args);
5145 sub process_bill_and_collect {
5148 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5149 or die "custnum '$param->{custnum}' not found!\n";
5150 $param->{'job'} = $job;
5151 $param->{'fatal'} = 1; # runs from job queue, will be caught
5152 $param->{'retry'} = 1;
5154 $cust_main->bill_and_collect( %$param );
5157 #starting to take quite a while for big dbs
5158 # (JRNL: journaled so it only happens once per database)
5159 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5160 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5161 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5162 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5163 # JRNL leading/trailing spaces in first, last, company
5164 # JRNL migrate to cust_payby
5165 # - otaker upgrade? journal and call it good? (double check to make sure
5166 # we're not still setting otaker here)
5168 #only going to get worse with new location stuff...
5170 sub _upgrade_data { #class method
5171 my ($class, %opts) = @_;
5173 my @statements = ();
5175 #this seems to be the only expensive one.. why does it take so long?
5176 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5178 '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';
5179 FS::upgrade_journal->set_done('cust_main__signupdate');
5183 foreach my $sql ( @statements ) {
5184 my $sth = dbh->prepare($sql) or die dbh->errstr;
5185 $sth->execute or die $sth->errstr;
5186 #warn ( (time - $t). " seconds\n" );
5190 local($ignore_expired_card) = 1;
5191 local($ignore_banned_card) = 1;
5192 local($skip_fuzzyfiles) = 1;
5193 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5195 FS::cust_main::Location->_upgrade_data(%opts);
5197 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5199 foreach my $cust_main ( qsearch({
5200 'table' => 'cust_main',
5202 'extra_sql' => 'WHERE '.
5204 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5205 qw( first last company )
5208 my $error = $cust_main->replace;
5209 die $error if $error;
5212 FS::upgrade_journal->set_done('cust_main__trimspaces');
5216 $class->_upgrade_otaker(%opts);
5226 The delete method should possibly take an FS::cust_main object reference
5227 instead of a scalar customer number.
5229 Bill and collect options should probably be passed as references instead of a
5232 There should probably be a configuration file with a list of allowed credit
5235 No multiple currency support (probably a larger project than just this module).
5237 Birthdates rely on negative epoch values.
5239 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5243 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5244 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5245 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.