5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use List::Util qw( min );
13 use Time::Local qw(timelocal);
16 use Digest::MD5 qw(md5_base64);
19 use File::Temp qw( tempfile );
20 use String::Approx qw(amatch);
21 use Business::CreditCard 0.28;
23 use FS::UID qw( getotaker dbh driver_name );
24 use FS::Record qw( qsearchs qsearch dbdef );
25 use FS::Misc qw( generate_email send_email generate_ps do_print );
26 use FS::Msgcat qw(gettext);
31 use FS::cust_bill_pkg;
32 use FS::cust_bill_pkg_display;
33 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_bill_pkg_tax_rate_location;
36 use FS::cust_pay_pending;
37 use FS::cust_pay_void;
38 use FS::cust_pay_batch;
41 use FS::part_referral;
42 use FS::cust_main_county;
43 use FS::cust_location;
44 use FS::cust_main_exemption;
45 use FS::cust_tax_adjustment;
47 use FS::tax_rate_location;
48 use FS::cust_tax_location;
49 use FS::part_pkg_taxrate;
51 use FS::cust_main_invoice;
52 use FS::cust_credit_bill;
53 use FS::cust_bill_pay;
54 use FS::prepay_credit;
58 use FS::part_event_condition;
61 use FS::payment_gateway;
62 use FS::agent_payment_gateway;
64 use FS::payinfo_Mixin;
67 @ISA = qw( FS::payinfo_Mixin FS::Record );
69 @EXPORT_OK = qw( smart_search );
71 $realtime_bop_decline_quiet = 0;
73 # 1 is mostly method/subroutine entry and options
74 # 2 traces progress of some operations
75 # 3 is even more information including possibly sensitive data
77 $me = '[FS::cust_main]';
81 $ignore_expired_card = 0;
83 @encrypted_fields = ('payinfo', 'paycvv');
84 sub nohistory_fields { ('paycvv'); }
86 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
88 #ask FS::UID to run this stuff for us later
89 #$FS::UID::callback{'FS::cust_main'} = sub {
90 install_callback FS::UID sub {
92 #yes, need it for stuff below (prolly should be cached)
97 my ( $hashref, $cache ) = @_;
98 if ( exists $hashref->{'pkgnum'} ) {
99 #@{ $self->{'_pkgnum'} } = ();
100 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
101 $self->{'_pkgnum'} = $subcache;
102 #push @{ $self->{'_pkgnum'} },
103 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
109 FS::cust_main - Object methods for cust_main records
115 $record = new FS::cust_main \%hash;
116 $record = new FS::cust_main { 'column' => 'value' };
118 $error = $record->insert;
120 $error = $new_record->replace($old_record);
122 $error = $record->delete;
124 $error = $record->check;
126 @cust_pkg = $record->all_pkgs;
128 @cust_pkg = $record->ncancelled_pkgs;
130 @cust_pkg = $record->suspended_pkgs;
132 $error = $record->bill;
133 $error = $record->bill %options;
134 $error = $record->bill 'time' => $time;
136 $error = $record->collect;
137 $error = $record->collect %options;
138 $error = $record->collect 'invoice_time' => $time,
143 An FS::cust_main object represents a customer. FS::cust_main inherits from
144 FS::Record. The following fields are currently supported:
150 Primary key (assigned automatically for new customers)
154 Agent (see L<FS::agent>)
158 Advertising source (see L<FS::part_referral>)
170 Cocial security number (optional)
186 (optional, see L<FS::cust_main_county>)
190 (see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
232 (optional, see L<FS::cust_main_county>)
236 (see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
258 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
262 Payment Information (See L<FS::payinfo_Mixin> for data format)
266 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
270 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
274 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
278 Start date month (maestro/solo cards only)
282 Start date year (maestro/solo cards only)
286 Issue number (maestro/solo cards only)
290 Name on card or billing name
294 IP address from which payment information was received
298 Tax exempt, empty or `Y'
302 Order taker (assigned automatically, see L<FS::UID>)
308 =item referral_custnum
310 Referring customer number
314 Enable individual CDR spooling, empty or `Y'
318 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
322 Discourage individual CDR printing, empty or `Y'
332 Creates a new customer. To add the customer to the database, see L<"insert">.
334 Note that this stores the hash reference, not a distinct copy of the hash it
335 points to. You can ask the object for a copy with the I<hash> method.
339 sub table { 'cust_main'; }
341 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
343 Adds this customer to the database. If there is an error, returns the error,
344 otherwise returns false.
346 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
347 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
348 are inserted atomicly, or the transaction is rolled back. Passing an empty
349 hash reference is equivalent to not supplying this parameter. There should be
350 a better explanation of this, but until then, here's an example:
353 tie %hash, 'Tie::RefHash'; #this part is important
355 $cust_pkg => [ $svc_acct ],
358 $cust_main->insert( \%hash );
360 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
361 be set as the invoicing list (see L<"invoicing_list">). Errors return as
362 expected and rollback the entire transaction; it is not necessary to call
363 check_invoicing_list first. The invoicing_list is set after the records in the
364 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
365 invoicing_list destination to the newly-created svc_acct. Here's an example:
367 $cust_main->insert( {}, [ $email, 'POST' ] );
369 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
371 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
372 on the supplied jobnum (they will not run until the specific job completes).
373 This can be used to defer provisioning until some action completes (such
374 as running the customer's credit card successfully).
376 The I<noexport> option is deprecated. If I<noexport> is set true, no
377 provisioning jobs (exports) are scheduled. (You can schedule them later with
378 the B<reexport> method.)
380 The I<tax_exemption> option can be set to an arrayref of tax names.
381 FS::cust_main_exemption records will be created and inserted.
387 my $cust_pkgs = @_ ? shift : {};
388 my $invoicing_list = @_ ? shift : '';
390 warn "$me insert called with options ".
391 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
394 local $SIG{HUP} = 'IGNORE';
395 local $SIG{INT} = 'IGNORE';
396 local $SIG{QUIT} = 'IGNORE';
397 local $SIG{TERM} = 'IGNORE';
398 local $SIG{TSTP} = 'IGNORE';
399 local $SIG{PIPE} = 'IGNORE';
401 my $oldAutoCommit = $FS::UID::AutoCommit;
402 local $FS::UID::AutoCommit = 0;
405 my $prepay_identifier = '';
406 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
408 if ( $self->payby eq 'PREPAY' ) {
410 $self->payby('BILL');
411 $prepay_identifier = $self->payinfo;
414 warn " looking up prepaid card $prepay_identifier\n"
417 my $error = $self->get_prepay( $prepay_identifier,
418 'amount_ref' => \$amount,
419 'seconds_ref' => \$seconds,
420 'upbytes_ref' => \$upbytes,
421 'downbytes_ref' => \$downbytes,
422 'totalbytes_ref' => \$totalbytes,
425 $dbh->rollback if $oldAutoCommit;
426 #return "error applying prepaid card (transaction rolled back): $error";
430 $payby = 'PREP' if $amount;
432 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
435 $self->payby('BILL');
436 $amount = $self->paid;
440 warn " inserting $self\n"
443 $self->signupdate(time) unless $self->signupdate;
445 $self->auto_agent_custid()
446 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
448 my $error = $self->SUPER::insert;
450 $dbh->rollback if $oldAutoCommit;
451 #return "inserting cust_main record (transaction rolled back): $error";
455 warn " setting invoicing list\n"
458 if ( $invoicing_list ) {
459 $error = $self->check_invoicing_list( $invoicing_list );
461 $dbh->rollback if $oldAutoCommit;
462 #return "checking invoicing_list (transaction rolled back): $error";
465 $self->invoicing_list( $invoicing_list );
468 warn " setting cust_main_exemption\n"
471 my $tax_exemption = delete $options{'tax_exemption'};
472 if ( $tax_exemption ) {
473 foreach my $taxname ( @$tax_exemption ) {
474 my $cust_main_exemption = new FS::cust_main_exemption {
475 'custnum' => $self->custnum,
476 'taxname' => $taxname,
478 my $error = $cust_main_exemption->insert;
480 $dbh->rollback if $oldAutoCommit;
481 return "inserting cust_main_exemption (transaction rolled back): $error";
486 if ( $conf->config('cust_main-skeleton_tables')
487 && $conf->config('cust_main-skeleton_custnum') ) {
489 warn " inserting skeleton records\n"
492 my $error = $self->start_copy_skel;
494 $dbh->rollback if $oldAutoCommit;
500 warn " ordering packages\n"
503 $error = $self->order_pkgs( $cust_pkgs,
505 'seconds_ref' => \$seconds,
506 'upbytes_ref' => \$upbytes,
507 'downbytes_ref' => \$downbytes,
508 'totalbytes_ref' => \$totalbytes,
511 $dbh->rollback if $oldAutoCommit;
516 $dbh->rollback if $oldAutoCommit;
517 return "No svc_acct record to apply pre-paid time";
519 if ( $upbytes || $downbytes || $totalbytes ) {
520 $dbh->rollback if $oldAutoCommit;
521 return "No svc_acct record to apply pre-paid data";
525 warn " inserting initial $payby payment of $amount\n"
527 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
529 $dbh->rollback if $oldAutoCommit;
530 return "inserting payment (transaction rolled back): $error";
534 unless ( $import || $skip_fuzzyfiles ) {
535 warn " queueing fuzzyfiles update\n"
537 $error = $self->queue_fuzzyfiles_update;
539 $dbh->rollback if $oldAutoCommit;
540 return "updating fuzzy search cache: $error";
544 warn " insert complete; committing transaction\n"
547 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
552 use File::CounterFile;
553 sub auto_agent_custid {
556 my $format = $conf->config('cust_main-auto_agent_custid');
558 if ( $format eq '1YMMXXXXXXXX' ) {
560 my $counter = new File::CounterFile 'cust_main.agent_custid';
563 my $ym = 100000000000 + time2str('%y%m00000000', time);
564 if ( $ym > $counter->value ) {
565 $counter->{'value'} = $agent_custid = $ym;
566 $counter->{'updated'} = 1;
568 $agent_custid = $counter->inc;
574 die "Unknown cust_main-auto_agent_custid format: $format";
577 $self->agent_custid($agent_custid);
581 sub start_copy_skel {
584 #'mg_user_preference' => {},
585 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
586 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
587 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
588 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
589 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
592 _copy_skel( 'cust_main', #tablename
593 $conf->config('cust_main-skeleton_custnum'), #sourceid
594 $self->custnum, #destid
595 @tables, #child tables
599 #recursive subroutine, not a method
601 my( $table, $sourceid, $destid, %child_tables ) = @_;
604 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
605 ( $table, $primary_key ) = ( $1, $2 );
607 my $dbdef_table = dbdef->table($table);
608 $primary_key = $dbdef_table->primary_key
609 or return "$table has no primary key".
610 " (or do you need to run dbdef-create?)";
613 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
614 join (', ', keys %child_tables). "\n"
617 foreach my $child_table_def ( keys %child_tables ) {
621 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
622 ( $child_table, $child_pkey ) = ( $1, $2 );
624 $child_table = $child_table_def;
626 $child_pkey = dbdef->table($child_table)->primary_key;
627 # or return "$table has no primary key".
628 # " (or do you need to run dbdef-create?)\n";
632 if ( keys %{ $child_tables{$child_table_def} } ) {
634 return "$child_table has no primary key".
635 " (run dbdef-create or try specifying it?)\n"
638 #false laziness w/Record::insert and only works on Pg
639 #refactor the proper last-inserted-id stuff out of Record::insert if this
640 # ever gets use for anything besides a quick kludge for one customer
641 my $default = dbdef->table($child_table)->column($child_pkey)->default;
642 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
643 or return "can't parse $child_table.$child_pkey default value ".
644 " for sequence name: $default";
649 my @sel_columns = grep { $_ ne $primary_key }
650 dbdef->table($child_table)->columns;
651 my $sel_columns = join(', ', @sel_columns );
653 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
654 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
655 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
657 my $sel_st = "SELECT $sel_columns FROM $child_table".
658 " WHERE $primary_key = $sourceid";
661 my $sel_sth = dbh->prepare( $sel_st )
662 or return dbh->errstr;
664 $sel_sth->execute or return $sel_sth->errstr;
666 while ( my $row = $sel_sth->fetchrow_hashref ) {
668 warn " selected row: ".
669 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
673 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
674 my $ins_sth =dbh->prepare($statement)
675 or return dbh->errstr;
676 my @param = ( $destid, map $row->{$_}, @ins_columns );
677 warn " $statement: [ ". join(', ', @param). " ]\n"
679 $ins_sth->execute( @param )
680 or return $ins_sth->errstr;
682 #next unless keys %{ $child_tables{$child_table} };
683 next unless $sequence;
685 #another section of that laziness
686 my $seq_sql = "SELECT currval('$sequence')";
687 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
688 $seq_sth->execute or return $seq_sth->errstr;
689 my $insertid = $seq_sth->fetchrow_arrayref->[0];
691 # don't drink soap! recurse! recurse! okay!
693 _copy_skel( $child_table_def,
694 $row->{$child_pkey}, #sourceid
696 %{ $child_tables{$child_table_def} },
698 return $error if $error;
708 =item order_pkg HASHREF | OPTION => VALUE ...
710 Orders a single package.
712 Options may be passed as a list of key/value pairs or as a hash reference.
723 Optional FS::cust_location object
727 Optional arryaref of FS::svc_* service objects.
731 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
732 jobs will have a dependancy on the supplied job (they will not run until the
733 specific job completes). This can be used to defer provisioning until some
734 action completes (such as running the customer's credit card successfully).
738 Optional subject for a ticket created and attached to this customer
742 Optional queue name for ticket additions
750 my $opt = ref($_[0]) ? shift : { @_ };
752 warn "$me order_pkg called with options ".
753 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
756 my $cust_pkg = $opt->{'cust_pkg'};
757 my $svcs = $opt->{'svcs'} || [];
759 my %svc_options = ();
760 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
761 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
763 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
764 qw( ticket_subject ticket_queue );
766 local $SIG{HUP} = 'IGNORE';
767 local $SIG{INT} = 'IGNORE';
768 local $SIG{QUIT} = 'IGNORE';
769 local $SIG{TERM} = 'IGNORE';
770 local $SIG{TSTP} = 'IGNORE';
771 local $SIG{PIPE} = 'IGNORE';
773 my $oldAutoCommit = $FS::UID::AutoCommit;
774 local $FS::UID::AutoCommit = 0;
777 if ( $opt->{'cust_location'} &&
778 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
779 my $error = $opt->{'cust_location'}->insert;
781 $dbh->rollback if $oldAutoCommit;
782 return "inserting cust_location (transaction rolled back): $error";
784 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
787 $cust_pkg->custnum( $self->custnum );
789 my $error = $cust_pkg->insert( %insert_params );
791 $dbh->rollback if $oldAutoCommit;
792 return "inserting cust_pkg (transaction rolled back): $error";
795 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
796 if ( $svc_something->svcnum ) {
797 my $old_cust_svc = $svc_something->cust_svc;
798 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
799 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
800 $error = $new_cust_svc->replace($old_cust_svc);
802 $svc_something->pkgnum( $cust_pkg->pkgnum );
803 if ( $svc_something->isa('FS::svc_acct') ) {
804 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
805 qw( seconds upbytes downbytes totalbytes ) ) {
806 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
807 ${ $opt->{$_.'_ref'} } = 0;
810 $error = $svc_something->insert(%svc_options);
813 $dbh->rollback if $oldAutoCommit;
814 return "inserting svc_ (transaction rolled back): $error";
818 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
823 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
824 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
826 Like the insert method on an existing record, this method orders multiple
827 packages and included services atomicaly. Pass a Tie::RefHash data structure
828 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
829 There should be a better explanation of this, but until then, here's an
833 tie %hash, 'Tie::RefHash'; #this part is important
835 $cust_pkg => [ $svc_acct ],
838 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
840 Services can be new, in which case they are inserted, or existing unaudited
841 services, in which case they are linked to the newly-created package.
843 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
844 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
846 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
847 on the supplied jobnum (they will not run until the specific job completes).
848 This can be used to defer provisioning until some action completes (such
849 as running the customer's credit card successfully).
851 The I<noexport> option is deprecated. If I<noexport> is set true, no
852 provisioning jobs (exports) are scheduled. (You can schedule them later with
853 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
854 on the cust_main object is not recommended, as existing services will also be
857 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
858 provided, the scalars (provided by references) will be incremented by the
859 values of the prepaid card.`
865 my $cust_pkgs = shift;
866 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
868 $seconds_ref ||= $options{'seconds_ref'};
870 warn "$me order_pkgs called with options ".
871 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
874 local $SIG{HUP} = 'IGNORE';
875 local $SIG{INT} = 'IGNORE';
876 local $SIG{QUIT} = 'IGNORE';
877 local $SIG{TERM} = 'IGNORE';
878 local $SIG{TSTP} = 'IGNORE';
879 local $SIG{PIPE} = 'IGNORE';
881 my $oldAutoCommit = $FS::UID::AutoCommit;
882 local $FS::UID::AutoCommit = 0;
885 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
887 foreach my $cust_pkg ( keys %$cust_pkgs ) {
889 my $error = $self->order_pkg(
890 'cust_pkg' => $cust_pkg,
891 'svcs' => $cust_pkgs->{$cust_pkg},
892 'seconds_ref' => $seconds_ref,
893 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
898 $dbh->rollback if $oldAutoCommit;
904 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
908 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
910 Recharges this (existing) customer with the specified prepaid card (see
911 L<FS::prepay_credit>), specified either by I<identifier> or as an
912 FS::prepay_credit object. If there is an error, returns the error, otherwise
915 Optionally, five scalar references can be passed as well. They will have their
916 values filled in with the amount, number of seconds, and number of upload,
917 download, and total bytes applied by this prepaid card.
921 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
922 #the only place that uses these args
923 sub recharge_prepay {
924 my( $self, $prepay_credit, $amountref, $secondsref,
925 $upbytesref, $downbytesref, $totalbytesref ) = @_;
927 local $SIG{HUP} = 'IGNORE';
928 local $SIG{INT} = 'IGNORE';
929 local $SIG{QUIT} = 'IGNORE';
930 local $SIG{TERM} = 'IGNORE';
931 local $SIG{TSTP} = 'IGNORE';
932 local $SIG{PIPE} = 'IGNORE';
934 my $oldAutoCommit = $FS::UID::AutoCommit;
935 local $FS::UID::AutoCommit = 0;
938 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
940 my $error = $self->get_prepay( $prepay_credit,
941 'amount_ref' => \$amount,
942 'seconds_ref' => \$seconds,
943 'upbytes_ref' => \$upbytes,
944 'downbytes_ref' => \$downbytes,
945 'totalbytes_ref' => \$totalbytes,
947 || $self->increment_seconds($seconds)
948 || $self->increment_upbytes($upbytes)
949 || $self->increment_downbytes($downbytes)
950 || $self->increment_totalbytes($totalbytes)
951 || $self->insert_cust_pay_prepay( $amount,
953 ? $prepay_credit->identifier
958 $dbh->rollback if $oldAutoCommit;
962 if ( defined($amountref) ) { $$amountref = $amount; }
963 if ( defined($secondsref) ) { $$secondsref = $seconds; }
964 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
965 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
966 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
968 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
973 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
975 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
976 specified either by I<identifier> or as an FS::prepay_credit object.
978 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
979 incremented by the values of the prepaid card.
981 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
982 check or set this customer's I<agentnum>.
984 If there is an error, returns the error, otherwise returns false.
990 my( $self, $prepay_credit, %opt ) = @_;
992 local $SIG{HUP} = 'IGNORE';
993 local $SIG{INT} = 'IGNORE';
994 local $SIG{QUIT} = 'IGNORE';
995 local $SIG{TERM} = 'IGNORE';
996 local $SIG{TSTP} = 'IGNORE';
997 local $SIG{PIPE} = 'IGNORE';
999 my $oldAutoCommit = $FS::UID::AutoCommit;
1000 local $FS::UID::AutoCommit = 0;
1003 unless ( ref($prepay_credit) ) {
1005 my $identifier = $prepay_credit;
1007 $prepay_credit = qsearchs(
1009 { 'identifier' => $prepay_credit },
1014 unless ( $prepay_credit ) {
1015 $dbh->rollback if $oldAutoCommit;
1016 return "Invalid prepaid card: ". $identifier;
1021 if ( $prepay_credit->agentnum ) {
1022 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1023 $dbh->rollback if $oldAutoCommit;
1024 return "prepaid card not valid for agent ". $self->agentnum;
1026 $self->agentnum($prepay_credit->agentnum);
1029 my $error = $prepay_credit->delete;
1031 $dbh->rollback if $oldAutoCommit;
1032 return "removing prepay_credit (transaction rolled back): $error";
1035 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1036 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1038 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1043 =item increment_upbytes SECONDS
1045 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1046 the specified number of upbytes. If there is an error, returns the error,
1047 otherwise returns false.
1051 sub increment_upbytes {
1052 _increment_column( shift, 'upbytes', @_);
1055 =item increment_downbytes SECONDS
1057 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1058 the specified number of downbytes. If there is an error, returns the error,
1059 otherwise returns false.
1063 sub increment_downbytes {
1064 _increment_column( shift, 'downbytes', @_);
1067 =item increment_totalbytes SECONDS
1069 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1070 the specified number of totalbytes. If there is an error, returns the error,
1071 otherwise returns false.
1075 sub increment_totalbytes {
1076 _increment_column( shift, 'totalbytes', @_);
1079 =item increment_seconds SECONDS
1081 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1082 the specified number of seconds. If there is an error, returns the error,
1083 otherwise returns false.
1087 sub increment_seconds {
1088 _increment_column( shift, 'seconds', @_);
1091 =item _increment_column AMOUNT
1093 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1094 the specified number of seconds or bytes. If there is an error, returns
1095 the error, otherwise returns false.
1099 sub _increment_column {
1100 my( $self, $column, $amount ) = @_;
1101 warn "$me increment_column called: $column, $amount\n"
1104 return '' unless $amount;
1106 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1107 $self->ncancelled_pkgs;
1109 if ( ! @cust_pkg ) {
1110 return 'No packages with primary or single services found'.
1111 ' to apply pre-paid time';
1112 } elsif ( scalar(@cust_pkg) > 1 ) {
1113 #maybe have a way to specify the package/account?
1114 return 'Multiple packages found to apply pre-paid time';
1117 my $cust_pkg = $cust_pkg[0];
1118 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1122 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1124 if ( ! @cust_svc ) {
1125 return 'No account found to apply pre-paid time';
1126 } elsif ( scalar(@cust_svc) > 1 ) {
1127 return 'Multiple accounts found to apply pre-paid time';
1130 my $svc_acct = $cust_svc[0]->svc_x;
1131 warn " found service svcnum ". $svc_acct->pkgnum.
1132 ' ('. $svc_acct->email. ")\n"
1135 $column = "increment_$column";
1136 $svc_acct->$column($amount);
1140 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1142 Inserts a prepayment in the specified amount for this customer. An optional
1143 second argument can specify the prepayment identifier for tracking purposes.
1144 If there is an error, returns the error, otherwise returns false.
1148 sub insert_cust_pay_prepay {
1149 shift->insert_cust_pay('PREP', @_);
1152 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1154 Inserts a cash payment in the specified amount for this customer. An optional
1155 second argument can specify the payment identifier for tracking purposes.
1156 If there is an error, returns the error, otherwise returns false.
1160 sub insert_cust_pay_cash {
1161 shift->insert_cust_pay('CASH', @_);
1164 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1166 Inserts a Western Union payment in the specified amount for this customer. An
1167 optional second argument can specify the prepayment identifier for tracking
1168 purposes. If there is an error, returns the error, otherwise returns false.
1172 sub insert_cust_pay_west {
1173 shift->insert_cust_pay('WEST', @_);
1176 sub insert_cust_pay {
1177 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1178 my $payinfo = scalar(@_) ? shift : '';
1180 my $cust_pay = new FS::cust_pay {
1181 'custnum' => $self->custnum,
1182 'paid' => sprintf('%.2f', $amount),
1183 #'_date' => #date the prepaid card was purchased???
1185 'payinfo' => $payinfo,
1193 This method is deprecated. See the I<depend_jobnum> option to the insert and
1194 order_pkgs methods for a better way to defer provisioning.
1196 Re-schedules all exports by calling the B<reexport> method of all associated
1197 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1198 otherwise returns false.
1205 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1206 "use the depend_jobnum option to insert or order_pkgs to delay export";
1208 local $SIG{HUP} = 'IGNORE';
1209 local $SIG{INT} = 'IGNORE';
1210 local $SIG{QUIT} = 'IGNORE';
1211 local $SIG{TERM} = 'IGNORE';
1212 local $SIG{TSTP} = 'IGNORE';
1213 local $SIG{PIPE} = 'IGNORE';
1215 my $oldAutoCommit = $FS::UID::AutoCommit;
1216 local $FS::UID::AutoCommit = 0;
1219 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1220 my $error = $cust_pkg->reexport;
1222 $dbh->rollback if $oldAutoCommit;
1227 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 =item delete NEW_CUSTNUM
1234 This deletes the customer. If there is an error, returns the error, otherwise
1237 This will completely remove all traces of the customer record. This is not
1238 what you want when a customer cancels service; for that, cancel all of the
1239 customer's packages (see L</cancel>).
1241 If the customer has any uncancelled packages, you need to pass a new (valid)
1242 customer number for those packages to be transferred to. Cancelled packages
1243 will be deleted. Did I mention that this is NOT what you want when a customer
1244 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1246 You can't delete a customer with invoices (see L<FS::cust_bill>),
1247 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1248 refunds (see L<FS::cust_refund>).
1255 local $SIG{HUP} = 'IGNORE';
1256 local $SIG{INT} = 'IGNORE';
1257 local $SIG{QUIT} = 'IGNORE';
1258 local $SIG{TERM} = 'IGNORE';
1259 local $SIG{TSTP} = 'IGNORE';
1260 local $SIG{PIPE} = 'IGNORE';
1262 my $oldAutoCommit = $FS::UID::AutoCommit;
1263 local $FS::UID::AutoCommit = 0;
1266 if ( $self->cust_bill ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't delete a customer with invoices";
1270 if ( $self->cust_credit ) {
1271 $dbh->rollback if $oldAutoCommit;
1272 return "Can't delete a customer with credits";
1274 if ( $self->cust_pay ) {
1275 $dbh->rollback if $oldAutoCommit;
1276 return "Can't delete a customer with payments";
1278 if ( $self->cust_refund ) {
1279 $dbh->rollback if $oldAutoCommit;
1280 return "Can't delete a customer with refunds";
1283 my @cust_pkg = $self->ncancelled_pkgs;
1285 my $new_custnum = shift;
1286 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1287 $dbh->rollback if $oldAutoCommit;
1288 return "Invalid new customer number: $new_custnum";
1290 foreach my $cust_pkg ( @cust_pkg ) {
1291 my %hash = $cust_pkg->hash;
1292 $hash{'custnum'} = $new_custnum;
1293 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1294 my $error = $new_cust_pkg->replace($cust_pkg,
1295 options => { $cust_pkg->options },
1298 $dbh->rollback if $oldAutoCommit;
1303 my @cancelled_cust_pkg = $self->all_pkgs;
1304 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1305 my $error = $cust_pkg->delete;
1307 $dbh->rollback if $oldAutoCommit;
1312 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1313 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1315 my $error = $cust_main_invoice->delete;
1317 $dbh->rollback if $oldAutoCommit;
1322 foreach my $cust_main_exemption (
1323 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1325 my $error = $cust_main_exemption->delete;
1327 $dbh->rollback if $oldAutoCommit;
1332 my $error = $self->SUPER::delete;
1334 $dbh->rollback if $oldAutoCommit;
1338 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1343 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1346 Replaces the OLD_RECORD with this one in the database. If there is an error,
1347 returns the error, otherwise returns false.
1349 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1350 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1351 expected and rollback the entire transaction; it is not necessary to call
1352 check_invoicing_list first. Here's an example:
1354 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1356 Currently available options are: I<tax_exemption>.
1358 The I<tax_exemption> option can be set to an arrayref of tax names.
1359 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1366 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1368 : $self->replace_old;
1372 warn "$me replace called\n"
1375 my $curuser = $FS::CurrentUser::CurrentUser;
1376 if ( $self->payby eq 'COMP'
1377 && $self->payby ne $old->payby
1378 && ! $curuser->access_right('Complimentary customer')
1381 return "You are not permitted to create complimentary accounts.";
1384 local($ignore_expired_card) = 1
1385 if $old->payby =~ /^(CARD|DCRD)$/
1386 && $self->payby =~ /^(CARD|DCRD)$/
1387 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1389 local $SIG{HUP} = 'IGNORE';
1390 local $SIG{INT} = 'IGNORE';
1391 local $SIG{QUIT} = 'IGNORE';
1392 local $SIG{TERM} = 'IGNORE';
1393 local $SIG{TSTP} = 'IGNORE';
1394 local $SIG{PIPE} = 'IGNORE';
1396 my $oldAutoCommit = $FS::UID::AutoCommit;
1397 local $FS::UID::AutoCommit = 0;
1400 my $error = $self->SUPER::replace($old);
1403 $dbh->rollback if $oldAutoCommit;
1407 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1408 my $invoicing_list = shift @param;
1409 $error = $self->check_invoicing_list( $invoicing_list );
1411 $dbh->rollback if $oldAutoCommit;
1414 $self->invoicing_list( $invoicing_list );
1417 my %options = @param;
1419 my $tax_exemption = delete $options{'tax_exemption'};
1420 if ( $tax_exemption ) {
1422 my %cust_main_exemption =
1423 map { $_->taxname => $_ }
1424 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1426 foreach my $taxname ( @$tax_exemption ) {
1428 next if delete $cust_main_exemption{$taxname};
1430 my $cust_main_exemption = new FS::cust_main_exemption {
1431 'custnum' => $self->custnum,
1432 'taxname' => $taxname,
1434 my $error = $cust_main_exemption->insert;
1436 $dbh->rollback if $oldAutoCommit;
1437 return "inserting cust_main_exemption (transaction rolled back): $error";
1441 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1442 my $error = $cust_main_exemption->delete;
1444 $dbh->rollback if $oldAutoCommit;
1445 return "deleting cust_main_exemption (transaction rolled back): $error";
1451 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1452 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1453 # card/check/lec info has changed, want to retry realtime_ invoice events
1454 my $error = $self->retry_realtime;
1456 $dbh->rollback if $oldAutoCommit;
1461 unless ( $import || $skip_fuzzyfiles ) {
1462 $error = $self->queue_fuzzyfiles_update;
1464 $dbh->rollback if $oldAutoCommit;
1465 return "updating fuzzy search cache: $error";
1469 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1474 =item queue_fuzzyfiles_update
1476 Used by insert & replace to update the fuzzy search cache
1480 sub queue_fuzzyfiles_update {
1483 local $SIG{HUP} = 'IGNORE';
1484 local $SIG{INT} = 'IGNORE';
1485 local $SIG{QUIT} = 'IGNORE';
1486 local $SIG{TERM} = 'IGNORE';
1487 local $SIG{TSTP} = 'IGNORE';
1488 local $SIG{PIPE} = 'IGNORE';
1490 my $oldAutoCommit = $FS::UID::AutoCommit;
1491 local $FS::UID::AutoCommit = 0;
1494 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1495 my $error = $queue->insert( map $self->getfield($_),
1496 qw(first last company)
1499 $dbh->rollback if $oldAutoCommit;
1500 return "queueing job (transaction rolled back): $error";
1503 if ( $self->ship_last ) {
1504 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1505 $error = $queue->insert( map $self->getfield("ship_$_"),
1506 qw(first last company)
1509 $dbh->rollback if $oldAutoCommit;
1510 return "queueing job (transaction rolled back): $error";
1514 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1521 Checks all fields to make sure this is a valid customer record. If there is
1522 an error, returns the error, otherwise returns false. Called by the insert
1523 and replace methods.
1530 warn "$me check BEFORE: \n". $self->_dump
1534 $self->ut_numbern('custnum')
1535 || $self->ut_number('agentnum')
1536 || $self->ut_textn('agent_custid')
1537 || $self->ut_number('refnum')
1538 || $self->ut_textn('custbatch')
1539 || $self->ut_name('last')
1540 || $self->ut_name('first')
1541 || $self->ut_snumbern('birthdate')
1542 || $self->ut_snumbern('signupdate')
1543 || $self->ut_textn('company')
1544 || $self->ut_text('address1')
1545 || $self->ut_textn('address2')
1546 || $self->ut_text('city')
1547 || $self->ut_textn('county')
1548 || $self->ut_textn('state')
1549 || $self->ut_country('country')
1550 || $self->ut_anything('comments')
1551 || $self->ut_numbern('referral_custnum')
1552 || $self->ut_textn('stateid')
1553 || $self->ut_textn('stateid_state')
1554 || $self->ut_textn('invoice_terms')
1555 || $self->ut_alphan('geocode')
1556 || $self->ut_floatn('cdr_termination_percentage')
1559 #barf. need message catalogs. i18n. etc.
1560 $error .= "Please select an advertising source."
1561 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1562 return $error if $error;
1564 return "Unknown agent"
1565 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1567 return "Unknown refnum"
1568 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1570 return "Unknown referring custnum: ". $self->referral_custnum
1571 unless ! $self->referral_custnum
1572 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1574 if ( $self->censustract ne '' ) {
1575 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1576 or return "Illegal census tract: ". $self->censustract;
1578 $self->censustract("$1.$2");
1581 if ( $self->ss eq '' ) {
1586 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1587 or return "Illegal social security number: ". $self->ss;
1588 $self->ss("$1-$2-$3");
1592 # bad idea to disable, causes billing to fail because of no tax rates later
1593 # unless ( $import ) {
1594 unless ( qsearch('cust_main_county', {
1595 'country' => $self->country,
1598 return "Unknown state/county/country: ".
1599 $self->state. "/". $self->county. "/". $self->country
1600 unless qsearch('cust_main_county',{
1601 'state' => $self->state,
1602 'county' => $self->county,
1603 'country' => $self->country,
1609 $self->ut_phonen('daytime', $self->country)
1610 || $self->ut_phonen('night', $self->country)
1611 || $self->ut_phonen('fax', $self->country)
1612 || $self->ut_zip('zip', $self->country)
1614 return $error if $error;
1616 if ( $conf->exists('cust_main-require_phone')
1617 && ! length($self->daytime) && ! length($self->night)
1620 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1622 : FS::Msgcat::_gettext('daytime');
1623 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1625 : FS::Msgcat::_gettext('night');
1627 return "$daytime_label or $night_label is required"
1631 if ( $self->has_ship_address
1632 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1633 $self->addr_fields )
1637 $self->ut_name('ship_last')
1638 || $self->ut_name('ship_first')
1639 || $self->ut_textn('ship_company')
1640 || $self->ut_text('ship_address1')
1641 || $self->ut_textn('ship_address2')
1642 || $self->ut_text('ship_city')
1643 || $self->ut_textn('ship_county')
1644 || $self->ut_textn('ship_state')
1645 || $self->ut_country('ship_country')
1647 return $error if $error;
1649 #false laziness with above
1650 unless ( qsearchs('cust_main_county', {
1651 'country' => $self->ship_country,
1654 return "Unknown ship_state/ship_county/ship_country: ".
1655 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1656 unless qsearch('cust_main_county',{
1657 'state' => $self->ship_state,
1658 'county' => $self->ship_county,
1659 'country' => $self->ship_country,
1665 $self->ut_phonen('ship_daytime', $self->ship_country)
1666 || $self->ut_phonen('ship_night', $self->ship_country)
1667 || $self->ut_phonen('ship_fax', $self->ship_country)
1668 || $self->ut_zip('ship_zip', $self->ship_country)
1670 return $error if $error;
1672 return "Unit # is required."
1673 if $self->ship_address2 =~ /^\s*$/
1674 && $conf->exists('cust_main-require_address2');
1676 } else { # ship_ info eq billing info, so don't store dup info in database
1678 $self->setfield("ship_$_", '')
1679 foreach $self->addr_fields;
1681 return "Unit # is required."
1682 if $self->address2 =~ /^\s*$/
1683 && $conf->exists('cust_main-require_address2');
1687 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1688 # or return "Illegal payby: ". $self->payby;
1690 FS::payby->can_payby($self->table, $self->payby)
1691 or return "Illegal payby: ". $self->payby;
1693 $error = $self->ut_numbern('paystart_month')
1694 || $self->ut_numbern('paystart_year')
1695 || $self->ut_numbern('payissue')
1696 || $self->ut_textn('paytype')
1698 return $error if $error;
1700 if ( $self->payip eq '' ) {
1703 $error = $self->ut_ip('payip');
1704 return $error if $error;
1707 # If it is encrypted and the private key is not availaible then we can't
1708 # check the credit card.
1710 my $check_payinfo = 1;
1712 if ($self->is_encrypted($self->payinfo)) {
1716 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1718 my $payinfo = $self->payinfo;
1719 $payinfo =~ s/\D//g;
1720 $payinfo =~ /^(\d{13,16})$/
1721 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1723 $self->payinfo($payinfo);
1725 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1727 return gettext('unknown_card_type')
1728 if cardtype($self->payinfo) eq "Unknown";
1730 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1732 return 'Banned credit card: banned on '.
1733 time2str('%a %h %o at %r', $ban->_date).
1734 ' by '. $ban->otaker.
1735 ' (ban# '. $ban->bannum. ')';
1738 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1739 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1740 $self->paycvv =~ /^(\d{4})$/
1741 or return "CVV2 (CID) for American Express cards is four digits.";
1744 $self->paycvv =~ /^(\d{3})$/
1745 or return "CVV2 (CVC2/CID) is three digits.";
1752 my $cardtype = cardtype($payinfo);
1753 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1755 return "Start date or issue number is required for $cardtype cards"
1756 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1758 return "Start month must be between 1 and 12"
1759 if $self->paystart_month
1760 and $self->paystart_month < 1 || $self->paystart_month > 12;
1762 return "Start year must be 1990 or later"
1763 if $self->paystart_year
1764 and $self->paystart_year < 1990;
1766 return "Issue number must be beween 1 and 99"
1768 and $self->payissue < 1 || $self->payissue > 99;
1771 $self->paystart_month('');
1772 $self->paystart_year('');
1773 $self->payissue('');
1776 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1778 my $payinfo = $self->payinfo;
1779 $payinfo =~ s/[^\d\@]//g;
1780 if ( $conf->exists('echeck-nonus') ) {
1781 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1782 $payinfo = "$1\@$2";
1784 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1785 $payinfo = "$1\@$2";
1787 $self->payinfo($payinfo);
1790 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1792 return 'Banned ACH account: banned on '.
1793 time2str('%a %h %o at %r', $ban->_date).
1794 ' by '. $ban->otaker.
1795 ' (ban# '. $ban->bannum. ')';
1798 } elsif ( $self->payby eq 'LECB' ) {
1800 my $payinfo = $self->payinfo;
1801 $payinfo =~ s/\D//g;
1802 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1804 $self->payinfo($payinfo);
1807 } elsif ( $self->payby eq 'BILL' ) {
1809 $error = $self->ut_textn('payinfo');
1810 return "Illegal P.O. number: ". $self->payinfo if $error;
1813 } elsif ( $self->payby eq 'COMP' ) {
1815 my $curuser = $FS::CurrentUser::CurrentUser;
1816 if ( ! $self->custnum
1817 && ! $curuser->access_right('Complimentary customer')
1820 return "You are not permitted to create complimentary accounts."
1823 $error = $self->ut_textn('payinfo');
1824 return "Illegal comp account issuer: ". $self->payinfo if $error;
1827 } elsif ( $self->payby eq 'PREPAY' ) {
1829 my $payinfo = $self->payinfo;
1830 $payinfo =~ s/\W//g; #anything else would just confuse things
1831 $self->payinfo($payinfo);
1832 $error = $self->ut_alpha('payinfo');
1833 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1834 return "Unknown prepayment identifier"
1835 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1840 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1841 return "Expiration date required"
1842 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1846 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1847 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1848 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1849 ( $m, $y ) = ( $2, "19$1" );
1850 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $3, "20$2" );
1853 return "Illegal expiration date: ". $self->paydate;
1855 $self->paydate("$y-$m-01");
1856 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1857 return gettext('expired_card')
1859 && !$ignore_expired_card
1860 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1863 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1864 ( ! $conf->exists('require_cardname')
1865 || $self->payby !~ /^(CARD|DCRD)$/ )
1867 $self->payname( $self->first. " ". $self->getfield('last') );
1869 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1870 or return gettext('illegal_name'). " payname: ". $self->payname;
1874 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1875 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1879 $self->otaker(getotaker) unless $self->otaker;
1881 warn "$me check AFTER: \n". $self->_dump
1884 $self->SUPER::check;
1889 Returns a list of fields which have ship_ duplicates.
1894 qw( last first company
1895 address1 address2 city county state zip country
1900 =item has_ship_address
1902 Returns true if this customer record has a separate shipping address.
1906 sub has_ship_address {
1908 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1911 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1913 Returns all packages (see L<FS::cust_pkg>) for this customer.
1919 my $extra_qsearch = ref($_[0]) ? shift : {};
1921 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1924 if ( $self->{'_pkgnum'} ) {
1925 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1927 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1930 sort sort_packages @cust_pkg;
1935 Synonym for B<all_pkgs>.
1940 shift->all_pkgs(@_);
1945 Returns all locations (see L<FS::cust_location>) for this customer.
1951 qsearch('cust_location', { 'custnum' => $self->custnum } );
1954 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1956 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1960 sub ncancelled_pkgs {
1962 my $extra_qsearch = ref($_[0]) ? shift : {};
1964 return $self->num_ncancelled_pkgs unless wantarray;
1967 if ( $self->{'_pkgnum'} ) {
1969 warn "$me ncancelled_pkgs: returning cached objects"
1972 @cust_pkg = grep { ! $_->getfield('cancel') }
1973 values %{ $self->{'_pkgnum'}->cache };
1977 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1978 $self->custnum. "\n"
1981 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1983 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1987 sort sort_packages @cust_pkg;
1993 my $extra_qsearch = ref($_[0]) ? shift : {};
1995 $extra_qsearch->{'select'} ||= '*';
1996 $extra_qsearch->{'select'} .=
1997 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2001 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2006 'table' => 'cust_pkg',
2007 'hashref' => { 'custnum' => $self->custnum },
2012 # This should be generalized to use config options to determine order.
2015 if ( $a->get('cancel') xor $b->get('cancel') ) {
2016 return -1 if $b->get('cancel');
2017 return 1 if $a->get('cancel');
2018 #shouldn't get here...
2021 my $a_num_cust_svc = $a->num_cust_svc;
2022 my $b_num_cust_svc = $b->num_cust_svc;
2023 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2024 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2025 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2026 my @a_cust_svc = $a->cust_svc;
2027 my @b_cust_svc = $b->cust_svc;
2028 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2033 =item suspended_pkgs
2035 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2039 sub suspended_pkgs {
2041 grep { $_->susp } $self->ncancelled_pkgs;
2044 =item unflagged_suspended_pkgs
2046 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2047 customer (thouse packages without the `manual_flag' set).
2051 sub unflagged_suspended_pkgs {
2053 return $self->suspended_pkgs
2054 unless dbdef->table('cust_pkg')->column('manual_flag');
2055 grep { ! $_->manual_flag } $self->suspended_pkgs;
2058 =item unsuspended_pkgs
2060 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2065 sub unsuspended_pkgs {
2067 grep { ! $_->susp } $self->ncancelled_pkgs;
2070 =item next_bill_date
2072 Returns the next date this customer will be billed, as a UNIX timestamp, or
2073 undef if no active package has a next bill date.
2077 sub next_bill_date {
2079 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2082 =item num_cancelled_pkgs
2084 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2089 sub num_cancelled_pkgs {
2090 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2093 sub num_ncancelled_pkgs {
2094 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2098 my( $self ) = shift;
2099 my $sql = scalar(@_) ? shift : '';
2100 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2101 my $sth = dbh->prepare(
2102 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2103 ) or die dbh->errstr;
2104 $sth->execute($self->custnum) or die $sth->errstr;
2105 $sth->fetchrow_arrayref->[0];
2110 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2111 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2112 on success or a list of errors.
2118 grep { $_->unsuspend } $self->suspended_pkgs;
2123 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2125 Returns a list: an empty list on success or a list of errors.
2131 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2134 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2136 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2137 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2138 of a list of pkgparts; the hashref has the following keys:
2142 =item pkgparts - listref of pkgparts
2144 =item (other options are passed to the suspend method)
2149 Returns a list: an empty list on success or a list of errors.
2153 sub suspend_if_pkgpart {
2155 my (@pkgparts, %opt);
2156 if (ref($_[0]) eq 'HASH'){
2157 @pkgparts = @{$_[0]{pkgparts}};
2162 grep { $_->suspend(%opt) }
2163 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2164 $self->unsuspended_pkgs;
2167 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2169 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2170 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2171 instead of a list of pkgparts; the hashref has the following keys:
2175 =item pkgparts - listref of pkgparts
2177 =item (other options are passed to the suspend method)
2181 Returns a list: an empty list on success or a list of errors.
2185 sub suspend_unless_pkgpart {
2187 my (@pkgparts, %opt);
2188 if (ref($_[0]) eq 'HASH'){
2189 @pkgparts = @{$_[0]{pkgparts}};
2194 grep { $_->suspend(%opt) }
2195 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2196 $self->unsuspended_pkgs;
2199 =item cancel [ OPTION => VALUE ... ]
2201 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2203 Available options are:
2207 =item quiet - can be set true to supress email cancellation notices.
2209 =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.
2211 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2213 =item nobill - can be set true to skip billing if it might otherwise be done.
2217 Always returns a list: an empty list on success or a list of errors.
2221 # nb that dates are not specified as valid options to this method
2224 my( $self, %opt ) = @_;
2226 warn "$me cancel called on customer ". $self->custnum. " with options ".
2227 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2230 return ( 'access denied' )
2231 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2233 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2235 #should try decryption (we might have the private key)
2236 # and if not maybe queue a job for the server that does?
2237 return ( "Can't (yet) ban encrypted credit cards" )
2238 if $self->is_encrypted($self->payinfo);
2240 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2241 my $error = $ban->insert;
2242 return ( $error ) if $error;
2246 my @pkgs = $self->ncancelled_pkgs;
2248 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2250 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2251 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2255 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2256 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2259 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2262 sub _banned_pay_hashref {
2273 'payby' => $payby2ban{$self->payby},
2274 'payinfo' => md5_base64($self->payinfo),
2275 #don't ever *search* on reason! #'reason' =>
2281 Returns all notes (see L<FS::cust_main_note>) for this customer.
2288 qsearch( 'cust_main_note',
2289 { 'custnum' => $self->custnum },
2291 'ORDER BY _DATE DESC'
2297 Returns the agent (see L<FS::agent>) for this customer.
2303 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2306 =item bill_and_collect
2308 Cancels and suspends any packages due, generates bills, applies payments and
2311 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2313 Options are passed as name-value pairs. Currently available options are:
2319 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2323 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2327 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2331 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2335 If set true, re-charges setup fees.
2339 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2343 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2344 options of those methods are also available.
2348 sub bill_and_collect {
2349 my( $self, %options ) = @_;
2351 #$options{actual_time} not $options{time} because freeside-daily -d is for
2352 #pre-printing invoices
2353 $self->cancel_expired_pkgs( $options{actual_time} );
2354 $self->suspend_adjourned_pkgs( $options{actual_time} );
2356 my $error = $self->bill( %options );
2357 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2359 $self->apply_payments_and_credits;
2361 unless ( $conf->exists('cancelled_cust-noevents')
2362 && ! $self->num_ncancelled_pkgs
2365 $error = $self->collect( %options );
2366 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2372 sub cancel_expired_pkgs {
2373 my ( $self, $time ) = @_;
2375 my @cancel_pkgs = $self->ncancelled_pkgs( {
2376 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2379 foreach my $cust_pkg ( @cancel_pkgs ) {
2380 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2381 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2382 'reason_otaker' => $cpr->otaker
2386 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2387 " for custnum ". $self->custnum. ": $error"
2393 sub suspend_adjourned_pkgs {
2394 my ( $self, $time ) = @_;
2396 my @susp_pkgs = $self->ncancelled_pkgs( {
2398 " AND ( susp IS NULL OR susp = 0 )
2399 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2400 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2405 #only because there's no SQL test for is_prepaid :/
2407 grep { ( $_->part_pkg->is_prepaid
2412 && $_->adjourn <= $time
2418 foreach my $cust_pkg ( @susp_pkgs ) {
2419 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2420 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2421 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2422 'reason_otaker' => $cpr->otaker
2427 warn "Error suspending package ". $cust_pkg->pkgnum.
2428 " for custnum ". $self->custnum. ": $error"
2436 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2437 conjunction with the collect method by calling B<bill_and_collect>.
2439 If there is an error, returns the error, otherwise returns false.
2441 Options are passed as name-value pairs. Currently available options are:
2447 If set true, re-charges setup fees.
2451 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2455 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2459 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2461 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2465 A hashref of pkgparts to exclude from this billing run.
2469 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2473 This boolean value informs the us that the package is being cancelled. This
2474 typically might mean not charging the normal recurring fee but only usage
2475 fees since the last billing. Setup charges may be charged. Not all package
2476 plans support this feature (they tend to charge 0).
2483 my( $self, %options ) = @_;
2484 return '' if $self->payby eq 'COMP';
2485 warn "$me bill customer ". $self->custnum. "\n"
2488 my $time = $options{'time'} || time;
2489 my $invoice_time = $options{'invoice_time'} || $time;
2491 $options{'not_pkgpart'} ||= {};
2493 local $SIG{HUP} = 'IGNORE';
2494 local $SIG{INT} = 'IGNORE';
2495 local $SIG{QUIT} = 'IGNORE';
2496 local $SIG{TERM} = 'IGNORE';
2497 local $SIG{TSTP} = 'IGNORE';
2498 local $SIG{PIPE} = 'IGNORE';
2500 my $oldAutoCommit = $FS::UID::AutoCommit;
2501 local $FS::UID::AutoCommit = 0;
2504 $self->select_for_update; #mutex
2506 my $error = $self->do_cust_event(
2507 'debug' => ( $options{'debug'} || 0 ),
2508 'time' => $invoice_time,
2509 'check_freq' => $options{'check_freq'},
2510 'stage' => 'pre-bill',
2513 $dbh->rollback if $oldAutoCommit;
2517 my @cust_bill_pkg = ();
2520 # find the packages which are due for billing, find out how much they are
2521 # & generate invoice database.
2524 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2526 my @precommit_hooks = ();
2528 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2529 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2531 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2533 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2535 #? to avoid use of uninitialized value errors... ?
2536 $cust_pkg->setfield('bill', '')
2537 unless defined($cust_pkg->bill);
2539 #my $part_pkg = $cust_pkg->part_pkg;
2541 my $real_pkgpart = $cust_pkg->pkgpart;
2542 my %hash = $cust_pkg->hash;
2544 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2546 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2549 $self->_make_lines( 'part_pkg' => $part_pkg,
2550 'cust_pkg' => $cust_pkg,
2551 'precommit_hooks' => \@precommit_hooks,
2552 'line_items' => \@cust_bill_pkg,
2553 'setup' => \$total_setup,
2554 'recur' => \$total_recur,
2555 'tax_matrix' => \%taxlisthash,
2557 'real_pkgpart' => $real_pkgpart,
2558 'options' => \%options,
2561 $dbh->rollback if $oldAutoCommit;
2565 } #foreach my $part_pkg
2567 } #foreach my $cust_pkg
2569 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2570 #but do commit any package date cycling that happened
2571 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2575 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2576 !$conf->exists('postal_invoice-recurring_only')
2580 my $postal_pkg = $self->charge_postal_fee();
2581 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2583 $dbh->rollback if $oldAutoCommit;
2584 return "can't charge postal invoice fee for customer ".
2585 $self->custnum. ": $postal_pkg";
2587 } elsif ( $postal_pkg ) {
2589 my $real_pkgpart = $postal_pkg->pkgpart;
2590 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2591 my %postal_options = %options;
2592 delete $postal_options{cancel};
2594 $self->_make_lines( 'part_pkg' => $part_pkg,
2595 'cust_pkg' => $postal_pkg,
2596 'precommit_hooks' => \@precommit_hooks,
2597 'line_items' => \@cust_bill_pkg,
2598 'setup' => \$total_setup,
2599 'recur' => \$total_recur,
2600 'tax_matrix' => \%taxlisthash,
2602 'real_pkgpart' => $real_pkgpart,
2603 'options' => \%postal_options,
2606 $dbh->rollback if $oldAutoCommit;
2615 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2617 # keys are tax names (as printed on invoices / itemdesc )
2618 # values are listrefs of taxlisthash keys (internal identifiers)
2621 # keys are taxlisthash keys (internal identifiers)
2622 # values are (cumulative) amounts
2625 # keys are taxlisthash keys (internal identifiers)
2626 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2627 my %tax_location = ();
2629 # keys are taxlisthash keys (internal identifiers)
2630 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2631 my %tax_rate_location = ();
2633 foreach my $tax ( keys %taxlisthash ) {
2634 my $tax_object = shift @{ $taxlisthash{$tax} };
2635 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2636 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2637 my $hashref_or_error =
2638 $tax_object->taxline( $taxlisthash{$tax},
2639 'custnum' => $self->custnum,
2640 'invoice_time' => $invoice_time
2642 unless ( ref($hashref_or_error) ) {
2643 $dbh->rollback if $oldAutoCommit;
2644 return $hashref_or_error;
2646 unshift @{ $taxlisthash{$tax} }, $tax_object;
2648 my $name = $hashref_or_error->{'name'};
2649 my $amount = $hashref_or_error->{'amount'};
2651 #warn "adding $amount as $name\n";
2652 $taxname{ $name } ||= [];
2653 push @{ $taxname{ $name } }, $tax;
2655 $tax{ $tax } += $amount;
2657 $tax_location{ $tax } ||= [];
2658 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2659 push @{ $tax_location{ $tax } },
2661 'taxnum' => $tax_object->taxnum,
2662 'taxtype' => ref($tax_object),
2663 'pkgnum' => $tax_object->get('pkgnum'),
2664 'locationnum' => $tax_object->get('locationnum'),
2665 'amount' => sprintf('%.2f', $amount ),
2669 $tax_rate_location{ $tax } ||= [];
2670 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2671 my $taxratelocationnum =
2672 $tax_object->tax_rate_location->taxratelocationnum;
2673 push @{ $tax_rate_location{ $tax } },
2675 'taxnum' => $tax_object->taxnum,
2676 'taxtype' => ref($tax_object),
2677 'amount' => sprintf('%.2f', $amount ),
2678 'locationtaxid' => $tax_object->location,
2679 'taxratelocationnum' => $taxratelocationnum,
2685 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2686 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2687 foreach my $tax ( keys %taxlisthash ) {
2688 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2689 next unless ref($_) eq 'FS::cust_bill_pkg';
2691 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2692 splice( @{ $_->_cust_tax_exempt_pkg } );
2696 #consolidate and create tax line items
2697 warn "consolidating and generating...\n" if $DEBUG > 2;
2698 foreach my $taxname ( keys %taxname ) {
2701 my @cust_bill_pkg_tax_location = ();
2702 my @cust_bill_pkg_tax_rate_location = ();
2703 warn "adding $taxname\n" if $DEBUG > 1;
2704 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2705 next if $seen{$taxitem}++;
2706 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2707 $tax += $tax{$taxitem};
2708 push @cust_bill_pkg_tax_location,
2709 map { new FS::cust_bill_pkg_tax_location $_ }
2710 @{ $tax_location{ $taxitem } };
2711 push @cust_bill_pkg_tax_rate_location,
2712 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2713 @{ $tax_rate_location{ $taxitem } };
2717 $tax = sprintf('%.2f', $tax );
2718 $total_setup = sprintf('%.2f', $total_setup+$tax );
2720 push @cust_bill_pkg, new FS::cust_bill_pkg {
2726 'itemdesc' => $taxname,
2727 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2728 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2733 #add tax adjustments
2734 warn "adding tax adjustments...\n" if $DEBUG > 2;
2735 foreach my $cust_tax_adjustment (
2736 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2742 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2743 $total_setup = sprintf('%.2f', $total_setup+$tax );
2745 my $itemdesc = $cust_tax_adjustment->taxname;
2746 $itemdesc = '' if $itemdesc eq 'Tax';
2748 push @cust_bill_pkg, new FS::cust_bill_pkg {
2754 'itemdesc' => $itemdesc,
2755 'itemcomment' => $cust_tax_adjustment->comment,
2756 'cust_tax_adjustment' => $cust_tax_adjustment,
2757 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2762 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2764 #create the new invoice
2765 my $cust_bill = new FS::cust_bill ( {
2766 'custnum' => $self->custnum,
2767 '_date' => ( $invoice_time ),
2768 'charged' => $charged,
2770 $error = $cust_bill->insert;
2772 $dbh->rollback if $oldAutoCommit;
2773 return "can't create invoice for customer #". $self->custnum. ": $error";
2776 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2777 $cust_bill_pkg->invnum($cust_bill->invnum);
2778 my $error = $cust_bill_pkg->insert;
2780 $dbh->rollback if $oldAutoCommit;
2781 return "can't create invoice line item: $error";
2786 foreach my $hook ( @precommit_hooks ) {
2788 &{$hook}; #($self) ?
2791 $dbh->rollback if $oldAutoCommit;
2792 return "$@ running precommit hook $hook\n";
2796 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2802 my ($self, %params) = @_;
2804 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2805 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2806 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2807 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2808 my $total_setup = $params{setup} or die "no setup accumulator specified";
2809 my $total_recur = $params{recur} or die "no recur accumulator specified";
2810 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2811 my $time = $params{'time'} or die "no time specified";
2812 my (%options) = %{$params{options}};
2815 my $real_pkgpart = $params{real_pkgpart};
2816 my %hash = $cust_pkg->hash;
2817 my $old_cust_pkg = new FS::cust_pkg \%hash;
2823 $cust_pkg->pkgpart($part_pkg->pkgpart);
2831 if ( $options{'resetup'}
2832 || ( ! $cust_pkg->setup
2833 && ( ! $cust_pkg->start_date
2834 || $cust_pkg->start_date <= $time
2836 && ( ! $conf->exists('disable_setup_suspended_pkgs')
2837 || ( $conf->exists('disable_setup_suspended_pkgs') &&
2838 ! $cust_pkg->getfield('susp')
2845 warn " bill setup\n" if $DEBUG > 1;
2848 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2849 return "$@ running calc_setup for $cust_pkg\n"
2852 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2854 $cust_pkg->setfield('setup', $time)
2855 unless $cust_pkg->setup;
2856 #do need it, but it won't get written to the db
2857 #|| $cust_pkg->pkgpart != $real_pkgpart;
2859 $cust_pkg->setfield('start_date', '')
2860 if $cust_pkg->start_date;
2865 # bill recurring fee
2868 #XXX unit stuff here too
2872 if ( ! $cust_pkg->get('susp')
2873 and ! $cust_pkg->get('start_date')
2874 and ( $part_pkg->getfield('freq') ne '0'
2875 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2877 || ( $part_pkg->plan eq 'voip_cdr'
2878 && $part_pkg->option('bill_every_call')
2880 || ( $options{cancel} )
2883 # XXX should this be a package event? probably. events are called
2884 # at collection time at the moment, though...
2885 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2886 if $part_pkg->can('reset_usage');
2887 #don't want to reset usage just cause we want a line item??
2888 #&& $part_pkg->pkgpart == $real_pkgpart;
2890 warn " bill recur\n" if $DEBUG > 1;
2893 # XXX shared with $recur_prog
2894 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
2898 #over two params! lets at least switch to a hashref for the rest...
2899 my $increment_next_bill = ( $part_pkg->freq ne '0'
2900 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2901 && !$options{cancel}
2903 my %param = ( 'precommit_hooks' => $precommit_hooks,
2904 'increment_next_bill' => $increment_next_bill,
2907 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
2908 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
2909 return "$@ running $method for $cust_pkg\n"
2912 if ( $increment_next_bill ) {
2914 my $next_bill = $part_pkg->add_freq($sdate);
2915 return "unparsable frequency: ". $part_pkg->freq
2916 if $next_bill == -1;
2918 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2919 # only for figuring next bill date, nothing else, so, reset $sdate again
2921 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2922 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2923 $cust_pkg->last_bill($sdate);
2925 $cust_pkg->setfield('bill', $next_bill );
2931 warn "\$setup is undefined" unless defined($setup);
2932 warn "\$recur is undefined" unless defined($recur);
2933 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2936 # If there's line items, create em cust_bill_pkg records
2937 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2942 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2943 # hmm.. and if just the options are modified in some weird price plan?
2945 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2948 my $error = $cust_pkg->replace( $old_cust_pkg,
2949 'options' => { $cust_pkg->options },
2951 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2952 if $error; #just in case
2955 $setup = sprintf( "%.2f", $setup );
2956 $recur = sprintf( "%.2f", $recur );
2957 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2958 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2960 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2961 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2964 if ( $setup != 0 || $recur != 0 ) {
2966 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2969 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2971 warn " adding customer package invoice detail: $_\n"
2972 foreach @cust_pkg_detail;
2974 push @details, @cust_pkg_detail;
2976 my $cust_bill_pkg = new FS::cust_bill_pkg {
2977 'pkgnum' => $cust_pkg->pkgnum,
2979 'unitsetup' => $unitsetup,
2981 'unitrecur' => $unitrecur,
2982 'quantity' => $cust_pkg->quantity,
2983 'details' => \@details,
2984 'hidden' => $part_pkg->hidden,
2987 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2988 $cust_bill_pkg->sdate( $hash{last_bill} );
2989 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2990 $cust_bill_pkg->edate( $time ) if $options{cancel};
2991 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2992 $cust_bill_pkg->sdate( $sdate );
2993 $cust_bill_pkg->edate( $cust_pkg->bill );
2994 #$cust_bill_pkg->edate( $time ) if $options{cancel};
2997 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2998 unless $part_pkg->pkgpart == $real_pkgpart;
3000 $$total_setup += $setup;
3001 $$total_recur += $recur;
3008 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart);
3009 return $error if $error;
3011 push @$cust_bill_pkgs, $cust_bill_pkg;
3013 } #if $setup != 0 || $recur != 0
3023 my $part_pkg = shift;
3024 my $taxlisthash = shift;
3025 my $cust_bill_pkg = shift;
3026 my $cust_pkg = shift;
3027 my $invoice_time = shift;
3028 my $real_pkgpart = shift;
3030 my %cust_bill_pkg = ();
3034 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3035 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3036 push @classes, 'setup' if $cust_bill_pkg->setup;
3037 push @classes, 'recur' if $cust_bill_pkg->recur;
3039 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3041 if ( $conf->exists('enable_taxproducts')
3042 && ( scalar($part_pkg->part_pkg_taxoverride)
3043 || $part_pkg->has_taxproduct
3048 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3049 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3052 foreach my $class (@classes) {
3053 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3054 return $err_or_ref unless ref($err_or_ref);
3055 $taxes{$class} = $err_or_ref;
3058 unless (exists $taxes{''}) {
3059 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3060 return $err_or_ref unless ref($err_or_ref);
3061 $taxes{''} = $err_or_ref;
3066 my @loc_keys = qw( state county country );
3068 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3069 my $cust_location = $cust_pkg->cust_location;
3070 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3073 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3076 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3079 $taxhash{'taxclass'} = $part_pkg->taxclass;
3081 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3083 my %taxhash_elim = %taxhash;
3085 my @elim = qw( taxclass county state );
3086 while ( !scalar(@taxes) && scalar(@elim) ) {
3087 $taxhash_elim{ shift(@elim) } = '';
3088 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3091 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3093 if $self->cust_main_exemption; #just to be safe
3095 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3097 $_->set('pkgnum', $cust_pkg->pkgnum );
3098 $_->set('locationnum', $cust_pkg->locationnum );
3102 $taxes{''} = [ @taxes ];
3103 $taxes{'setup'} = [ @taxes ];
3104 $taxes{'recur'} = [ @taxes ];
3105 $taxes{$_} = [ @taxes ] foreach (@classes);
3107 # # maybe eliminate this entirely, along with all the 0% records
3108 # unless ( @taxes ) {
3110 # "fatal: can't find tax rate for state/county/country/taxclass ".
3111 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3114 } #if $conf->exists('enable_taxproducts') ...
3119 if ( $conf->exists('separate_usage') || $cust_bill_pkg->hidden ) {
3121 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3122 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3123 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3126 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3127 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3128 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3129 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3131 if ($section && $summary) {
3132 push @display, new FS::cust_bill_pkg_display { type => 'U',
3136 $hash{post_total} = 'Y';
3139 $hash{section} = $section if $conf->exists('separate_usage');
3140 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3143 $cust_bill_pkg->set('display', \@display);
3145 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3146 foreach my $key (keys %tax_cust_bill_pkg) {
3147 my @taxes = @{ $taxes{$key} || [] };
3148 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3150 my %localtaxlisthash = ();
3151 foreach my $tax ( @taxes ) {
3153 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3154 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3155 # ' locationnum'. $cust_pkg->locationnum
3156 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3158 $taxlisthash->{ $taxname } ||= [ $tax ];
3159 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3161 $localtaxlisthash{ $taxname } ||= [ $tax ];
3162 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3166 warn "finding taxed taxes...\n" if $DEBUG > 2;
3167 foreach my $tax ( keys %localtaxlisthash ) {
3168 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3169 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3171 next unless $tax_object->can('tax_on_tax');
3173 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3174 my $totname = ref( $tot ). ' '. $tot->taxnum;
3176 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3178 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3180 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3181 my $hashref_or_error =
3182 $tax_object->taxline( $localtaxlisthash{$tax},
3183 'custnum' => $self->custnum,
3184 'invoice_time' => $invoice_time,
3186 return $hashref_or_error
3187 unless ref($hashref_or_error);
3189 $taxlisthash->{ $totname } ||= [ $tot ];
3190 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3202 my $part_pkg = shift;
3206 my $geocode = $self->geocode('cch');
3208 my @taxclassnums = map { $_->taxclassnum }
3209 $part_pkg->part_pkg_taxoverride($class);
3211 unless (@taxclassnums) {
3212 @taxclassnums = map { $_->taxclassnum }
3213 grep { $_->taxable eq 'Y' }
3214 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3216 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3221 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3223 @taxes = qsearch({ 'table' => 'tax_rate',
3224 'hashref' => { 'geocode' => $geocode, },
3225 'extra_sql' => $extra_sql,
3227 if scalar(@taxclassnums);
3229 warn "Found taxes ".
3230 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3237 =item collect [ HASHREF | OPTION => VALUE ... ]
3239 (Attempt to) collect money for this customer's outstanding invoices (see
3240 L<FS::cust_bill>). Usually used after the bill method.
3242 Actions are now triggered by billing events; see L<FS::part_event> and the
3243 billing events web interface. Old-style invoice events (see
3244 L<FS::part_bill_event>) have been deprecated.
3246 If there is an error, returns the error, otherwise returns false.
3248 Options are passed as name-value pairs.
3250 Currently available options are:
3256 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3260 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3264 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3268 set true to surpress email card/ACH decline notices.
3272 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3278 # allows for one time override of normal customer billing method
3283 my( $self, %options ) = @_;
3284 my $invoice_time = $options{'invoice_time'} || time;
3287 local $SIG{HUP} = 'IGNORE';
3288 local $SIG{INT} = 'IGNORE';
3289 local $SIG{QUIT} = 'IGNORE';
3290 local $SIG{TERM} = 'IGNORE';
3291 local $SIG{TSTP} = 'IGNORE';
3292 local $SIG{PIPE} = 'IGNORE';
3294 my $oldAutoCommit = $FS::UID::AutoCommit;
3295 local $FS::UID::AutoCommit = 0;
3298 $self->select_for_update; #mutex
3301 my $balance = $self->balance;
3302 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3305 if ( exists($options{'retry_card'}) ) {
3306 carp 'retry_card option passed to collect is deprecated; use retry';
3307 $options{'retry'} ||= $options{'retry_card'};
3309 if ( exists($options{'retry'}) && $options{'retry'} ) {
3310 my $error = $self->retry_realtime;
3312 $dbh->rollback if $oldAutoCommit;
3317 my $error = $self->do_cust_event(
3318 'debug' => ( $options{'debug'} || 0 ),
3319 'time' => $invoice_time,
3320 'check_freq' => $options{'check_freq'},
3321 'stage' => 'collect',
3324 $dbh->rollback if $oldAutoCommit;
3328 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3333 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3335 Runs billing events; see L<FS::part_event> and the billing events web
3338 If there is an error, returns the error, otherwise returns false.
3340 Options are passed as name-value pairs.
3342 Currently available options are:
3348 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3352 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3356 "collect" (the default) or "pre-bill"
3360 set true to surpress email card/ACH decline notices.
3364 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3370 # allows for one time override of normal customer billing method
3374 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3377 my( $self, %options ) = @_;
3378 my $time = $options{'time'} || time;
3381 local $SIG{HUP} = 'IGNORE';
3382 local $SIG{INT} = 'IGNORE';
3383 local $SIG{QUIT} = 'IGNORE';
3384 local $SIG{TERM} = 'IGNORE';
3385 local $SIG{TSTP} = 'IGNORE';
3386 local $SIG{PIPE} = 'IGNORE';
3388 my $oldAutoCommit = $FS::UID::AutoCommit;
3389 local $FS::UID::AutoCommit = 0;
3392 $self->select_for_update; #mutex
3395 my $balance = $self->balance;
3396 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3399 # if ( exists($options{'retry_card'}) ) {
3400 # carp 'retry_card option passed to collect is deprecated; use retry';
3401 # $options{'retry'} ||= $options{'retry_card'};
3403 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3404 # my $error = $self->retry_realtime;
3406 # $dbh->rollback if $oldAutoCommit;
3411 # false laziness w/pay_batch::import_results
3413 my $due_cust_event = $self->due_cust_event(
3414 'debug' => ( $options{'debug'} || 0 ),
3416 'check_freq' => $options{'check_freq'},
3417 'stage' => ( $options{'stage'} || 'collect' ),
3419 unless( ref($due_cust_event) ) {
3420 $dbh->rollback if $oldAutoCommit;
3421 return $due_cust_event;
3424 foreach my $cust_event ( @$due_cust_event ) {
3428 #re-eval event conditions (a previous event could have changed things)
3429 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3430 #don't leave stray "new/locked" records around
3431 my $error = $cust_event->delete;
3433 #gah, even with transactions
3434 $dbh->commit if $oldAutoCommit; #well.
3441 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3442 warn " running cust_event ". $cust_event->eventnum. "\n"
3446 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3447 if ( my $error = $cust_event->do_event() ) {
3448 #XXX wtf is this? figure out a proper dealio with return value
3450 # gah, even with transactions.
3451 $dbh->commit if $oldAutoCommit; #well.
3458 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3463 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3465 Inserts database records for and returns an ordered listref of new events due
3466 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3467 events are due, an empty listref is returned. If there is an error, returns a
3468 scalar error message.
3470 To actually run the events, call each event's test_condition method, and if
3471 still true, call the event's do_event method.
3473 Options are passed as a hashref or as a list of name-value pairs. Available
3480 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3484 "collect" (the default) or "pre-bill"
3488 "Current time" for the events.
3492 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3496 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3500 Explicitly pass the objects to be tested (typically used with eventtable).
3504 Set to true to return the objects, but not actually insert them into the
3511 sub due_cust_event {
3513 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3516 #my $DEBUG = $opt{'debug'}
3517 local($DEBUG) = $opt{'debug'}
3518 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3520 warn "$me due_cust_event called with options ".
3521 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3524 $opt{'time'} ||= time;
3526 local $SIG{HUP} = 'IGNORE';
3527 local $SIG{INT} = 'IGNORE';
3528 local $SIG{QUIT} = 'IGNORE';
3529 local $SIG{TERM} = 'IGNORE';
3530 local $SIG{TSTP} = 'IGNORE';
3531 local $SIG{PIPE} = 'IGNORE';
3533 my $oldAutoCommit = $FS::UID::AutoCommit;
3534 local $FS::UID::AutoCommit = 0;
3537 $self->select_for_update #mutex
3538 unless $opt{testonly};
3541 # find possible events (initial search)
3544 my @cust_event = ();
3546 my @eventtable = $opt{'eventtable'}
3547 ? ( $opt{'eventtable'} )
3548 : FS::part_event->eventtables_runorder;
3550 foreach my $eventtable ( @eventtable ) {
3553 if ( $opt{'objects'} ) {
3555 @objects = @{ $opt{'objects'} };
3559 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3560 @objects = ( $eventtable eq 'cust_main' )
3562 : ( $self->$eventtable() );
3566 my @e_cust_event = ();
3568 my $cross = "CROSS JOIN $eventtable";
3569 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3570 unless $eventtable eq 'cust_main';
3572 foreach my $object ( @objects ) {
3574 #this first search uses the condition_sql magic for optimization.
3575 #the more possible events we can eliminate in this step the better
3577 my $cross_where = '';
3578 my $pkey = $object->primary_key;
3579 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3581 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3583 FS::part_event_condition->where_conditions_sql( $eventtable,
3584 'time'=>$opt{'time'}
3586 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3588 $extra_sql = "AND $extra_sql" if $extra_sql;
3590 #here is the agent virtualization
3591 $extra_sql .= " AND ( part_event.agentnum IS NULL
3592 OR part_event.agentnum = ". $self->agentnum. ' )';
3594 $extra_sql .= " $order";
3596 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3597 if $opt{'debug'} > 2;
3598 my @part_event = qsearch( {
3599 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3600 'select' => 'part_event.*',
3601 'table' => 'part_event',
3602 'addl_from' => "$cross $join",
3603 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3604 'eventtable' => $eventtable,
3607 'extra_sql' => "AND $cross_where $extra_sql",
3611 my $pkey = $object->primary_key;
3612 warn " ". scalar(@part_event).
3613 " possible events found for $eventtable ". $object->$pkey(). "\n";
3616 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3620 warn " ". scalar(@e_cust_event).
3621 " subtotal possible cust events found for $eventtable\n"
3624 push @cust_event, @e_cust_event;
3628 warn " ". scalar(@cust_event).
3629 " total possible cust events found in initial search\n"
3637 $opt{stage} ||= 'collect';
3639 grep { my $stage = $_->part_event->event_stage;
3640 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3650 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3651 'stats_hashref' => \%unsat ),
3654 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3657 warn " invalid conditions not eliminated with condition_sql:\n".
3658 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3665 unless( $opt{testonly} ) {
3666 foreach my $cust_event ( @cust_event ) {
3668 my $error = $cust_event->insert();
3670 $dbh->rollback if $oldAutoCommit;
3677 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3683 warn " returning events: ". Dumper(@cust_event). "\n"
3690 =item retry_realtime
3692 Schedules realtime / batch credit card / electronic check / LEC billing
3693 events for for retry. Useful if card information has changed or manual
3694 retry is desired. The 'collect' method must be called to actually retry
3697 Implementation details: For either this customer, or for each of this
3698 customer's open invoices, changes the status of the first "done" (with
3699 statustext error) realtime processing event to "failed".
3703 sub retry_realtime {
3706 local $SIG{HUP} = 'IGNORE';
3707 local $SIG{INT} = 'IGNORE';
3708 local $SIG{QUIT} = 'IGNORE';
3709 local $SIG{TERM} = 'IGNORE';
3710 local $SIG{TSTP} = 'IGNORE';
3711 local $SIG{PIPE} = 'IGNORE';
3713 my $oldAutoCommit = $FS::UID::AutoCommit;
3714 local $FS::UID::AutoCommit = 0;
3717 #a little false laziness w/due_cust_event (not too bad, really)
3719 my $join = FS::part_event_condition->join_conditions_sql;
3720 my $order = FS::part_event_condition->order_conditions_sql;
3723 . join ( ' OR ' , map {
3724 "( part_event.eventtable = " . dbh->quote($_)
3725 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3726 } FS::part_event->eventtables)
3729 #here is the agent virtualization
3730 my $agent_virt = " ( part_event.agentnum IS NULL
3731 OR part_event.agentnum = ". $self->agentnum. ' )';
3733 #XXX this shouldn't be hardcoded, actions should declare it...
3734 my @realtime_events = qw(
3735 cust_bill_realtime_card
3736 cust_bill_realtime_check
3737 cust_bill_realtime_lec
3741 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3746 my @cust_event = qsearchs({
3747 'table' => 'cust_event',
3748 'select' => 'cust_event.*',
3749 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3750 'hashref' => { 'status' => 'done' },
3751 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3752 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3755 my %seen_invnum = ();
3756 foreach my $cust_event (@cust_event) {
3758 #max one for the customer, one for each open invoice
3759 my $cust_X = $cust_event->cust_X;
3760 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3764 or $cust_event->part_event->eventtable eq 'cust_bill'
3767 my $error = $cust_event->retry;
3769 $dbh->rollback if $oldAutoCommit;
3770 return "error scheduling event for retry: $error";
3775 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3780 # some horrid false laziness here to avoid refactor fallout
3781 # eventually realtime realtime_bop and realtime_refund_bop should go
3782 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3784 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3786 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3787 via a Business::OnlinePayment realtime gateway. See
3788 L<http://420.am/business-onlinepayment> for supported gateways.
3790 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3792 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3794 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3795 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3796 if set, will override the value from the customer record.
3798 I<description> is a free-text field passed to the gateway. It defaults to
3799 "Internet services".
3801 If an I<invnum> is specified, this payment (if successful) is applied to the
3802 specified invoice. If you don't specify an I<invnum> you might want to
3803 call the B<apply_payments> method.
3805 I<quiet> can be set true to surpress email decline notices.
3807 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3808 resulting paynum, if any.
3810 I<payunique> is a unique identifier for this payment.
3812 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3819 return $self->_new_realtime_bop(@_)
3820 if $self->_new_bop_required();
3822 my( $method, $amount, %options ) = @_;
3824 warn "$me realtime_bop: $method $amount\n";
3825 warn " $_ => $options{$_}\n" foreach keys %options;
3828 $options{'description'} ||= 'Internet services';
3830 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3832 eval "use Business::OnlinePayment";
3835 my $payinfo = exists($options{'payinfo'})
3836 ? $options{'payinfo'}
3839 my %method2payby = (
3846 # check for banned credit card/ACH
3849 my $ban = qsearchs('banned_pay', {
3850 'payby' => $method2payby{$method},
3851 'payinfo' => md5_base64($payinfo),
3853 return "Banned credit card" if $ban;
3856 # set taxclass and trans_is_recur based on invnum if there is one
3860 my $trans_is_recur = 0;
3861 if ( $options{'invnum'} ) {
3863 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3864 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3867 map { $_->part_pkg }
3869 map { $_->cust_pkg }
3870 $cust_bill->cust_bill_pkg;
3872 my @taxclasses = map $_->taxclass, @part_pkg;
3873 $taxclass = $taxclasses[0]
3874 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
3875 #different taxclasses
3877 if grep { $_->freq ne '0' } @part_pkg;
3885 #look for an agent gateway override first
3887 if ( $method eq 'CC' ) {
3888 $cardtype = cardtype($payinfo);
3889 } elsif ( $method eq 'ECHECK' ) {
3892 $cardtype = $method;
3896 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3897 cardtype => $cardtype,
3898 taxclass => $taxclass, } )
3899 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3901 taxclass => $taxclass, } )
3902 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3903 cardtype => $cardtype,
3905 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3907 taxclass => '', } );
3909 my $payment_gateway = '';
3910 my( $processor, $login, $password, $action, @bop_options );
3911 if ( $override ) { #use a payment gateway override
3913 $payment_gateway = $override->payment_gateway;
3915 $processor = $payment_gateway->gateway_module;
3916 $login = $payment_gateway->gateway_username;
3917 $password = $payment_gateway->gateway_password;
3918 $action = $payment_gateway->gateway_action;
3919 @bop_options = $payment_gateway->options;
3921 } else { #use the standard settings from the config
3923 ( $processor, $login, $password, $action, @bop_options ) =
3924 $self->default_payment_gateway($method);
3932 my $address = exists($options{'address1'})
3933 ? $options{'address1'}
3935 my $address2 = exists($options{'address2'})
3936 ? $options{'address2'}
3938 $address .= ", ". $address2 if length($address2);
3940 my $o_payname = exists($options{'payname'})
3941 ? $options{'payname'}
3943 my($payname, $payfirst, $paylast);
3944 if ( $o_payname && $method ne 'ECHECK' ) {
3945 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3946 or return "Illegal payname $payname";
3947 ($payfirst, $paylast) = ($1, $2);
3949 $payfirst = $self->getfield('first');
3950 $paylast = $self->getfield('last');
3951 $payname = "$payfirst $paylast";
3954 my @invoicing_list = $self->invoicing_list_emailonly;
3955 if ( $conf->exists('emailinvoiceautoalways')
3956 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3957 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3958 push @invoicing_list, $self->all_emails;
3961 my $email = ($conf->exists('business-onlinepayment-email-override'))
3962 ? $conf->config('business-onlinepayment-email-override')
3963 : $invoicing_list[0];
3967 my $payip = exists($options{'payip'})
3970 $content{customer_ip} = $payip
3973 $content{invoice_number} = $options{'invnum'}
3974 if exists($options{'invnum'}) && length($options{'invnum'});
3976 $content{email_customer} =
3977 ( $conf->exists('business-onlinepayment-email_customer')
3978 || $conf->exists('business-onlinepayment-email-override') );
3981 if ( $method eq 'CC' ) {
3983 $content{card_number} = $payinfo;
3984 $paydate = exists($options{'paydate'})
3985 ? $options{'paydate'}
3987 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3988 $content{expiration} = "$2/$1";
3990 my $paycvv = exists($options{'paycvv'})
3991 ? $options{'paycvv'}
3993 $content{cvv2} = $paycvv
3996 my $paystart_month = exists($options{'paystart_month'})
3997 ? $options{'paystart_month'}
3998 : $self->paystart_month;
4000 my $paystart_year = exists($options{'paystart_year'})
4001 ? $options{'paystart_year'}
4002 : $self->paystart_year;
4004 $content{card_start} = "$paystart_month/$paystart_year"
4005 if $paystart_month && $paystart_year;
4007 my $payissue = exists($options{'payissue'})
4008 ? $options{'payissue'}
4010 $content{issue_number} = $payissue if $payissue;
4012 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4013 'trans_is_recur' => $trans_is_recur,
4017 $content{recurring_billing} = 'YES';
4018 $content{acct_code} = 'rebill'
4019 if $conf->exists('credit_card-recurring_billing_acct_code');
4022 } elsif ( $method eq 'ECHECK' ) {
4023 ( $content{account_number}, $content{routing_code} ) =
4024 split('@', $payinfo);
4025 $content{bank_name} = $o_payname;
4026 $content{bank_state} = exists($options{'paystate'})
4027 ? $options{'paystate'}
4028 : $self->getfield('paystate');
4029 $content{account_type} = exists($options{'paytype'})
4030 ? uc($options{'paytype'}) || 'CHECKING'
4031 : uc($self->getfield('paytype')) || 'CHECKING';
4032 $content{account_name} = $payname;
4033 $content{customer_org} = $self->company ? 'B' : 'I';
4034 $content{state_id} = exists($options{'stateid'})
4035 ? $options{'stateid'}
4036 : $self->getfield('stateid');
4037 $content{state_id_state} = exists($options{'stateid_state'})
4038 ? $options{'stateid_state'}
4039 : $self->getfield('stateid_state');
4040 $content{customer_ssn} = exists($options{'ss'})
4043 } elsif ( $method eq 'LEC' ) {
4044 $content{phone} = $payinfo;
4048 # run transaction(s)
4051 my $balance = exists( $options{'balance'} )
4052 ? $options{'balance'}
4055 $self->select_for_update; #mutex ... just until we get our pending record in
4057 #the checks here are intended to catch concurrent payments
4058 #double-form-submission prevention is taken care of in cust_pay_pending::check
4061 return "The customer's balance has changed; $method transaction aborted."
4062 if $self->balance < $balance;
4063 #&& $self->balance < $amount; #might as well anyway?
4065 #also check and make sure there aren't *other* pending payments for this cust
4067 my @pending = qsearch('cust_pay_pending', {
4068 'custnum' => $self->custnum,
4069 'status' => { op=>'!=', value=>'done' }
4071 return "A payment is already being processed for this customer (".
4072 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4073 "); $method transaction aborted."
4074 if scalar(@pending);
4076 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4078 my $cust_pay_pending = new FS::cust_pay_pending {
4079 'custnum' => $self->custnum,
4080 #'invnum' => $options{'invnum'},
4083 'payby' => $method2payby{$method},
4084 'payinfo' => $payinfo,
4085 'paydate' => $paydate,
4086 'recurring_billing' => $content{recurring_billing},
4087 'pkgnum' => $options{'pkgnum'},
4089 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4091 $cust_pay_pending->payunique( $options{payunique} )
4092 if defined($options{payunique}) && length($options{payunique});
4093 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4094 return $cpp_new_err if $cpp_new_err;
4096 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4098 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4099 $transaction->content(
4102 'password' => $password,
4103 'action' => $action1,
4104 'description' => $options{'description'},
4105 'amount' => $amount,
4106 #'invoice_number' => $options{'invnum'},
4107 'customer_id' => $self->custnum,
4108 'last_name' => $paylast,
4109 'first_name' => $payfirst,
4111 'address' => $address,
4112 'city' => ( exists($options{'city'})
4115 'state' => ( exists($options{'state'})
4118 'zip' => ( exists($options{'zip'})
4121 'country' => ( exists($options{'country'})
4122 ? $options{'country'}
4124 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4126 'phone' => $self->daytime || $self->night,
4130 $cust_pay_pending->status('pending');
4131 my $cpp_pending_err = $cust_pay_pending->replace;
4132 return $cpp_pending_err if $cpp_pending_err;
4135 my $BOP_TESTING = 0;
4136 my $BOP_TESTING_SUCCESS = 1;
4138 unless ( $BOP_TESTING ) {
4139 $transaction->submit();
4141 if ( $BOP_TESTING_SUCCESS ) {
4142 $transaction->is_success(1);
4143 $transaction->authorization('fake auth');
4145 $transaction->is_success(0);
4146 $transaction->error_message('fake failure');
4150 if ( $transaction->is_success() && $action2 ) {
4152 $cust_pay_pending->status('authorized');
4153 my $cpp_authorized_err = $cust_pay_pending->replace;
4154 return $cpp_authorized_err if $cpp_authorized_err;
4156 my $auth = $transaction->authorization;
4157 my $ordernum = $transaction->can('order_number')
4158 ? $transaction->order_number
4162 new Business::OnlinePayment( $processor, @bop_options );
4169 password => $password,
4170 order_number => $ordernum,
4172 authorization => $auth,
4173 description => $options{'description'},
4176 foreach my $field (qw( authorization_source_code returned_ACI
4177 transaction_identifier validation_code
4178 transaction_sequence_num local_transaction_date
4179 local_transaction_time AVS_result_code )) {
4180 $capture{$field} = $transaction->$field() if $transaction->can($field);
4183 $capture->content( %capture );
4187 unless ( $capture->is_success ) {
4188 my $e = "Authorization successful but capture failed, custnum #".
4189 $self->custnum. ': '. $capture->result_code.
4190 ": ". $capture->error_message;
4197 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4198 my $cpp_captured_err = $cust_pay_pending->replace;
4199 return $cpp_captured_err if $cpp_captured_err;
4202 # remove paycvv after initial transaction
4205 #false laziness w/misc/process/payment.cgi - check both to make sure working
4207 if ( defined $self->dbdef_table->column('paycvv')
4208 && length($self->paycvv)
4209 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4211 my $error = $self->remove_cvv;
4213 warn "WARNING: error removing cvv: $error\n";
4221 if ( $transaction->is_success() ) {
4224 if ( $payment_gateway ) { # agent override
4225 $paybatch = $payment_gateway->gatewaynum. '-';
4228 $paybatch .= "$processor:". $transaction->authorization;
4230 $paybatch .= ':'. $transaction->order_number
4231 if $transaction->can('order_number')
4232 && length($transaction->order_number);
4234 my $cust_pay = new FS::cust_pay ( {
4235 'custnum' => $self->custnum,
4236 'invnum' => $options{'invnum'},
4239 'payby' => $method2payby{$method},
4240 'payinfo' => $payinfo,
4241 'paybatch' => $paybatch,
4242 'paydate' => $paydate,
4243 'pkgnum' => $options{'pkgnum'},
4245 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4246 $cust_pay->payunique( $options{payunique} )
4247 if defined($options{payunique}) && length($options{payunique});
4249 my $oldAutoCommit = $FS::UID::AutoCommit;
4250 local $FS::UID::AutoCommit = 0;
4253 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4255 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4258 $cust_pay->invnum(''); #try again with no specific invnum
4259 my $error2 = $cust_pay->insert( $options{'manual'} ?
4260 ( 'manual' => 1 ) : ()
4263 # gah. but at least we have a record of the state we had to abort in
4264 # from cust_pay_pending now.
4265 my $e = "WARNING: $method captured but payment not recorded - ".
4266 "error inserting payment ($processor): $error2".
4267 " (previously tried insert with invnum #$options{'invnum'}" .
4268 ": $error ) - pending payment saved as paypendingnum ".
4269 $cust_pay_pending->paypendingnum. "\n";
4275 if ( $options{'paynum_ref'} ) {
4276 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4279 $cust_pay_pending->status('done');
4280 $cust_pay_pending->statustext('captured');
4281 $cust_pay_pending->paynum($cust_pay->paynum);
4282 my $cpp_done_err = $cust_pay_pending->replace;
4284 if ( $cpp_done_err ) {
4286 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4287 my $e = "WARNING: $method captured but payment not recorded - ".
4288 "error updating status for paypendingnum ".
4289 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4295 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4296 return ''; #no error
4302 my $perror = "$processor error: ". $transaction->error_message;
4304 unless ( $transaction->error_message ) {
4307 if ( $transaction->can('response_page') ) {
4309 'page' => ( $transaction->can('response_page')
4310 ? $transaction->response_page
4313 'code' => ( $transaction->can('response_code')
4314 ? $transaction->response_code
4317 'headers' => ( $transaction->can('response_headers')
4318 ? $transaction->response_headers
4324 "No additional debugging information available for $processor";
4327 $perror .= "No error_message returned from $processor -- ".
4328 ( ref($t_response) ? Dumper($t_response) : $t_response );
4332 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4333 && $conf->exists('emaildecline')
4334 && grep { $_ ne 'POST' } $self->invoicing_list
4335 && ! grep { $transaction->error_message =~ /$_/ }
4336 $conf->config('emaildecline-exclude')
4338 my @templ = $conf->config('declinetemplate');
4339 my $template = new Text::Template (
4341 SOURCE => [ map "$_\n", @templ ],
4342 ) or return "($perror) can't create template: $Text::Template::ERROR";
4343 $template->compile()
4344 or return "($perror) can't compile template: $Text::Template::ERROR";
4348 scalar( $conf->config('company_name', $self->agentnum ) ),
4349 'company_address' =>
4350 join("\n", $conf->config('company_address', $self->agentnum ) ),
4351 'error' => $transaction->error_message,
4354 my $error = send_email(
4355 'from' => $conf->config('invoice_from', $self->agentnum ),
4356 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4357 'subject' => 'Your payment could not be processed',
4358 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4361 $perror .= " (also received error sending decline notification: $error)"
4366 $cust_pay_pending->status('done');
4367 $cust_pay_pending->statustext("declined: $perror");
4368 my $cpp_done_err = $cust_pay_pending->replace;
4369 if ( $cpp_done_err ) {
4370 my $e = "WARNING: $method declined but pending payment not resolved - ".
4371 "error updating status for paypendingnum ".
4372 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4374 $perror = "$e ($perror)";
4382 sub _bop_recurring_billing {
4383 my( $self, %opt ) = @_;
4385 my $method = $conf->config('credit_card-recurring_billing_flag');
4387 if ( $method eq 'transaction_is_recur' ) {
4389 return 1 if $opt{'trans_is_recur'};
4393 my %hash = ( 'custnum' => $self->custnum,
4398 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4399 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4410 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4412 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4413 via a Business::OnlinePayment realtime gateway. See
4414 L<http://420.am/business-onlinepayment> for supported gateways.
4416 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4418 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4420 Most gateways require a reference to an original payment transaction to refund,
4421 so you probably need to specify a I<paynum>.
4423 I<amount> defaults to the original amount of the payment if not specified.
4425 I<reason> specifies a reason for the refund.
4427 I<paydate> specifies the expiration date for a credit card overriding the
4428 value from the customer record or the payment record. Specified as yyyy-mm-dd
4430 Implementation note: If I<amount> is unspecified or equal to the amount of the
4431 orignal payment, first an attempt is made to "void" the transaction via
4432 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4433 the normal attempt is made to "refund" ("credit") the transaction via the
4434 gateway is attempted.
4436 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4437 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4438 #if set, will override the value from the customer record.
4440 #If an I<invnum> is specified, this payment (if successful) is applied to the
4441 #specified invoice. If you don't specify an I<invnum> you might want to
4442 #call the B<apply_payments> method.
4446 #some false laziness w/realtime_bop, not enough to make it worth merging
4447 #but some useful small subs should be pulled out
4448 sub realtime_refund_bop {
4451 return $self->_new_realtime_refund_bop(@_)
4452 if $self->_new_bop_required();
4454 my( $method, %options ) = @_;
4456 warn "$me realtime_refund_bop: $method refund\n";
4457 warn " $_ => $options{$_}\n" foreach keys %options;
4460 eval "use Business::OnlinePayment";
4464 # look up the original payment and optionally a gateway for that payment
4468 my $amount = $options{'amount'};
4470 my( $processor, $login, $password, @bop_options ) ;
4471 my( $auth, $order_number ) = ( '', '', '' );
4473 if ( $options{'paynum'} ) {
4475 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4476 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4477 or return "Unknown paynum $options{'paynum'}";
4478 $amount ||= $cust_pay->paid;
4480 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4481 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4482 $cust_pay->paybatch;
4483 my $gatewaynum = '';
4484 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4486 if ( $gatewaynum ) { #gateway for the payment to be refunded
4488 my $payment_gateway =
4489 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4490 die "payment gateway $gatewaynum not found"
4491 unless $payment_gateway;
4493 $processor = $payment_gateway->gateway_module;
4494 $login = $payment_gateway->gateway_username;
4495 $password = $payment_gateway->gateway_password;
4496 @bop_options = $payment_gateway->options;
4498 } else { #try the default gateway
4500 my( $conf_processor, $unused_action );
4501 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4502 $self->default_payment_gateway($method);
4504 return "processor of payment $options{'paynum'} $processor does not".
4505 " match default processor $conf_processor"
4506 unless $processor eq $conf_processor;
4511 } else { # didn't specify a paynum, so look for agent gateway overrides
4512 # like a normal transaction
4515 if ( $method eq 'CC' ) {
4516 $cardtype = cardtype($self->payinfo);
4517 } elsif ( $method eq 'ECHECK' ) {
4520 $cardtype = $method;
4523 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4524 cardtype => $cardtype,
4526 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4528 taxclass => '', } );
4530 if ( $override ) { #use a payment gateway override
4532 my $payment_gateway = $override->payment_gateway;
4534 $processor = $payment_gateway->gateway_module;
4535 $login = $payment_gateway->gateway_username;
4536 $password = $payment_gateway->gateway_password;
4537 #$action = $payment_gateway->gateway_action;
4538 @bop_options = $payment_gateway->options;
4540 } else { #use the standard settings from the config
4543 ( $processor, $login, $password, $unused_action, @bop_options ) =
4544 $self->default_payment_gateway($method);
4549 return "neither amount nor paynum specified" unless $amount;
4554 'password' => $password,
4555 'order_number' => $order_number,
4556 'amount' => $amount,
4557 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4559 $content{authorization} = $auth
4560 if length($auth); #echeck/ACH transactions have an order # but no auth
4561 #(at least with authorize.net)
4563 my $disable_void_after;
4564 if ($conf->exists('disable_void_after')
4565 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4566 $disable_void_after = $1;
4569 #first try void if applicable
4570 if ( $cust_pay && $cust_pay->paid == $amount
4572 ( not defined($disable_void_after) )
4573 || ( time < ($cust_pay->_date + $disable_void_after ) )
4576 warn " attempting void\n" if $DEBUG > 1;
4577 my $void = new Business::OnlinePayment( $processor, @bop_options );
4578 $void->content( 'action' => 'void', %content );
4580 if ( $void->is_success ) {
4581 my $error = $cust_pay->void($options{'reason'});
4583 # gah, even with transactions.
4584 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4585 "error voiding payment: $error";
4589 warn " void successful\n" if $DEBUG > 1;
4594 warn " void unsuccessful, trying refund\n"
4598 my $address = $self->address1;
4599 $address .= ", ". $self->address2 if $self->address2;
4601 my($payname, $payfirst, $paylast);
4602 if ( $self->payname && $method ne 'ECHECK' ) {
4603 $payname = $self->payname;
4604 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4605 or return "Illegal payname $payname";
4606 ($payfirst, $paylast) = ($1, $2);
4608 $payfirst = $self->getfield('first');
4609 $paylast = $self->getfield('last');
4610 $payname = "$payfirst $paylast";
4613 my @invoicing_list = $self->invoicing_list_emailonly;
4614 if ( $conf->exists('emailinvoiceautoalways')
4615 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4616 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4617 push @invoicing_list, $self->all_emails;
4620 my $email = ($conf->exists('business-onlinepayment-email-override'))
4621 ? $conf->config('business-onlinepayment-email-override')
4622 : $invoicing_list[0];
4624 my $payip = exists($options{'payip'})
4627 $content{customer_ip} = $payip
4631 if ( $method eq 'CC' ) {
4634 $content{card_number} = $payinfo = $cust_pay->payinfo;
4635 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4636 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4637 ($content{expiration} = "$2/$1"); # where available
4639 $content{card_number} = $payinfo = $self->payinfo;
4640 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4641 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4642 $content{expiration} = "$2/$1";
4645 } elsif ( $method eq 'ECHECK' ) {
4648 $payinfo = $cust_pay->payinfo;
4650 $payinfo = $self->payinfo;
4652 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4653 $content{bank_name} = $self->payname;
4654 $content{account_type} = 'CHECKING';
4655 $content{account_name} = $payname;
4656 $content{customer_org} = $self->company ? 'B' : 'I';
4657 $content{customer_ssn} = $self->ss;
4658 } elsif ( $method eq 'LEC' ) {
4659 $content{phone} = $payinfo = $self->payinfo;
4663 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4664 my %sub_content = $refund->content(
4665 'action' => 'credit',
4666 'customer_id' => $self->custnum,
4667 'last_name' => $paylast,
4668 'first_name' => $payfirst,
4670 'address' => $address,
4671 'city' => $self->city,
4672 'state' => $self->state,
4673 'zip' => $self->zip,
4674 'country' => $self->country,
4676 'phone' => $self->daytime || $self->night,
4679 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4683 return "$processor error: ". $refund->error_message
4684 unless $refund->is_success();
4686 my %method2payby = (
4692 my $paybatch = "$processor:". $refund->authorization;
4693 $paybatch .= ':'. $refund->order_number
4694 if $refund->can('order_number') && $refund->order_number;
4696 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4697 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4698 last unless @cust_bill_pay;
4699 my $cust_bill_pay = pop @cust_bill_pay;
4700 my $error = $cust_bill_pay->delete;
4704 my $cust_refund = new FS::cust_refund ( {
4705 'custnum' => $self->custnum,
4706 'paynum' => $options{'paynum'},
4707 'refund' => $amount,
4709 'payby' => $method2payby{$method},
4710 'payinfo' => $payinfo,
4711 'paybatch' => $paybatch,
4712 'reason' => $options{'reason'} || 'card or ACH refund',
4714 my $error = $cust_refund->insert;
4716 $cust_refund->paynum(''); #try again with no specific paynum
4717 my $error2 = $cust_refund->insert;
4719 # gah, even with transactions.
4720 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4721 "error inserting refund ($processor): $error2".
4722 " (previously tried insert with paynum #$options{'paynum'}" .
4733 # does the configuration indicate the new bop routines are required?
4735 sub _new_bop_required {
4738 my $botpp = 'Business::OnlineThirdPartyPayment';
4741 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4742 scalar( grep { $_->gateway_namespace eq $botpp }
4743 qsearch( 'payment_gateway', { 'disabled' => '' } )
4752 =item realtime_collect [ OPTION => VALUE ... ]
4754 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4755 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4756 gateway. See L<http://420.am/business-onlinepayment> and
4757 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4759 On failure returns an error message.
4761 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4763 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4765 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4766 then it is deduced from the customer record.
4768 If no I<amount> is specified, then the customer balance is used.
4770 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4771 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4772 if set, will override the value from the customer record.
4774 I<description> is a free-text field passed to the gateway. It defaults to
4775 "Internet services".
4777 If an I<invnum> is specified, this payment (if successful) is applied to the
4778 specified invoice. If you don't specify an I<invnum> you might want to
4779 call the B<apply_payments> method.
4781 I<quiet> can be set true to surpress email decline notices.
4783 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4784 resulting paynum, if any.
4786 I<payunique> is a unique identifier for this payment.
4788 I<session_id> is a session identifier associated with this payment.
4790 I<depend_jobnum> allows payment capture to unlock export jobs
4794 sub realtime_collect {
4795 my( $self, %options ) = @_;
4798 warn "$me realtime_collect:\n";
4799 warn " $_ => $options{$_}\n" foreach keys %options;
4802 $options{amount} = $self->balance unless exists( $options{amount} );
4803 $options{method} = FS::payby->payby2bop($self->payby)
4804 unless exists( $options{method} );
4806 return $self->realtime_bop({%options});
4810 =item _realtime_bop { [ ARG => VALUE ... ] }
4812 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4813 via a Business::OnlinePayment realtime gateway. See
4814 L<http://420.am/business-onlinepayment> for supported gateways.
4816 Required arguments in the hashref are I<method>, and I<amount>
4818 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4820 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4822 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4823 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4824 if set, will override the value from the customer record.
4826 I<description> is a free-text field passed to the gateway. It defaults to
4827 "Internet services".
4829 If an I<invnum> is specified, this payment (if successful) is applied to the
4830 specified invoice. If you don't specify an I<invnum> you might want to
4831 call the B<apply_payments> method.
4833 I<quiet> can be set true to surpress email decline notices.
4835 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4836 resulting paynum, if any.
4838 I<payunique> is a unique identifier for this payment.
4840 I<session_id> is a session identifier associated with this payment.
4842 I<depend_jobnum> allows payment capture to unlock export jobs
4844 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4848 # some helper routines
4849 sub _payment_gateway {
4850 my ($self, $options) = @_;
4852 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4853 unless exists($options->{payment_gateway});
4855 $options->{payment_gateway};
4859 my ($self, $options) = @_;
4862 'login' => $options->{payment_gateway}->gateway_username,
4863 'password' => $options->{payment_gateway}->gateway_password,
4868 my ($self, $options) = @_;
4870 $options->{payment_gateway}->gatewaynum
4871 ? $options->{payment_gateway}->options
4872 : @{ $options->{payment_gateway}->get('options') };
4876 my ($self, $options) = @_;
4878 $options->{description} ||= 'Internet services';
4879 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4880 $options->{invnum} ||= '';
4881 $options->{payname} = $self->payname unless exists( $options->{payname} );
4885 my ($self, $options) = @_;
4888 $content{address} = exists($options->{'address1'})
4889 ? $options->{'address1'}
4891 my $address2 = exists($options->{'address2'})
4892 ? $options->{'address2'}
4894 $content{address} .= ", ". $address2 if length($address2);
4896 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4897 $content{customer_ip} = $payip if length($payip);
4899 $content{invoice_number} = $options->{'invnum'}
4900 if exists($options->{'invnum'}) && length($options->{'invnum'});
4902 $content{email_customer} =
4903 ( $conf->exists('business-onlinepayment-email_customer')
4904 || $conf->exists('business-onlinepayment-email-override') );
4906 $content{payfirst} = $self->getfield('first');
4907 $content{paylast} = $self->getfield('last');
4909 $content{account_name} = "$content{payfirst} $content{paylast}"
4910 if $options->{method} eq 'ECHECK';
4912 $content{name} = $options->{payname};
4913 $content{name} = $content{account_name} if exists($content{account_name});
4915 $content{city} = exists($options->{city})
4918 $content{state} = exists($options->{state})
4921 $content{zip} = exists($options->{zip})
4924 $content{country} = exists($options->{country})
4925 ? $options->{country}
4927 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4928 $content{phone} = $self->daytime || $self->night;
4933 my %bop_method2payby = (
4939 sub _new_realtime_bop {
4943 if (ref($_[0]) eq 'HASH') {
4944 %options = %{$_[0]};
4946 my ( $method, $amount ) = ( shift, shift );
4948 $options{method} = $method;
4949 $options{amount} = $amount;
4953 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4954 warn " $_ => $options{$_}\n" foreach keys %options;
4957 return $self->fake_bop(%options) if $options{'fake'};
4959 $self->_bop_defaults(\%options);
4962 # set trans_is_recur based on invnum if there is one
4965 my $trans_is_recur = 0;
4966 if ( $options{'invnum'} ) {
4968 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4969 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4972 map { $_->part_pkg }
4974 map { $_->cust_pkg }
4975 $cust_bill->cust_bill_pkg;
4978 if grep { $_->freq ne '0' } @part_pkg;
4986 my $payment_gateway = $self->_payment_gateway( \%options );
4987 my $namespace = $payment_gateway->gateway_namespace;
4989 eval "use $namespace";
4993 # check for banned credit card/ACH
4996 my $ban = qsearchs('banned_pay', {
4997 'payby' => $bop_method2payby{$options{method}},
4998 'payinfo' => md5_base64($options{payinfo}),
5000 return "Banned credit card" if $ban;
5006 my (%bop_content) = $self->_bop_content(\%options);
5008 if ( $options{method} ne 'ECHECK' ) {
5009 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5010 or return "Illegal payname $options{payname}";
5011 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5014 my @invoicing_list = $self->invoicing_list_emailonly;
5015 if ( $conf->exists('emailinvoiceautoalways')
5016 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5017 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5018 push @invoicing_list, $self->all_emails;
5021 my $email = ($conf->exists('business-onlinepayment-email-override'))
5022 ? $conf->config('business-onlinepayment-email-override')
5023 : $invoicing_list[0];
5027 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5029 $content{card_number} = $options{payinfo};
5030 $paydate = exists($options{'paydate'})
5031 ? $options{'paydate'}
5033 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5034 $content{expiration} = "$2/$1";
5036 my $paycvv = exists($options{'paycvv'})
5037 ? $options{'paycvv'}
5039 $content{cvv2} = $paycvv
5042 my $paystart_month = exists($options{'paystart_month'})
5043 ? $options{'paystart_month'}
5044 : $self->paystart_month;
5046 my $paystart_year = exists($options{'paystart_year'})
5047 ? $options{'paystart_year'}
5048 : $self->paystart_year;
5050 $content{card_start} = "$paystart_month/$paystart_year"
5051 if $paystart_month && $paystart_year;
5053 my $payissue = exists($options{'payissue'})
5054 ? $options{'payissue'}
5056 $content{issue_number} = $payissue if $payissue;
5058 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5059 'trans_is_recur' => $trans_is_recur,
5063 $content{recurring_billing} = 'YES';
5064 $content{acct_code} = 'rebill'
5065 if $conf->exists('credit_card-recurring_billing_acct_code');
5068 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5069 ( $content{account_number}, $content{routing_code} ) =
5070 split('@', $options{payinfo});
5071 $content{bank_name} = $options{payname};
5072 $content{bank_state} = exists($options{'paystate'})
5073 ? $options{'paystate'}
5074 : $self->getfield('paystate');
5075 $content{account_type} = exists($options{'paytype'})
5076 ? uc($options{'paytype'}) || 'CHECKING'
5077 : uc($self->getfield('paytype')) || 'CHECKING';
5078 $content{customer_org} = $self->company ? 'B' : 'I';
5079 $content{state_id} = exists($options{'stateid'})
5080 ? $options{'stateid'}
5081 : $self->getfield('stateid');
5082 $content{state_id_state} = exists($options{'stateid_state'})
5083 ? $options{'stateid_state'}
5084 : $self->getfield('stateid_state');
5085 $content{customer_ssn} = exists($options{'ss'})
5088 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5089 $content{phone} = $options{payinfo};
5090 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5097 # run transaction(s)
5100 my $balance = exists( $options{'balance'} )
5101 ? $options{'balance'}
5104 $self->select_for_update; #mutex ... just until we get our pending record in
5106 #the checks here are intended to catch concurrent payments
5107 #double-form-submission prevention is taken care of in cust_pay_pending::check
5110 return "The customer's balance has changed; $options{method} transaction aborted."
5111 if $self->balance < $balance;
5112 #&& $self->balance < $options{amount}; #might as well anyway?
5114 #also check and make sure there aren't *other* pending payments for this cust
5116 my @pending = qsearch('cust_pay_pending', {
5117 'custnum' => $self->custnum,
5118 'status' => { op=>'!=', value=>'done' }
5120 return "A payment is already being processed for this customer (".
5121 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5122 "); $options{method} transaction aborted."
5123 if scalar(@pending);
5125 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5127 my $cust_pay_pending = new FS::cust_pay_pending {
5128 'custnum' => $self->custnum,
5129 #'invnum' => $options{'invnum'},
5130 'paid' => $options{amount},
5132 'payby' => $bop_method2payby{$options{method}},
5133 'payinfo' => $options{payinfo},
5134 'paydate' => $paydate,
5135 'recurring_billing' => $content{recurring_billing},
5136 'pkgnum' => $options{'pkgnum'},
5138 'gatewaynum' => $payment_gateway->gatewaynum || '',
5139 'session_id' => $options{session_id} || '',
5140 'jobnum' => $options{depend_jobnum} || '',
5142 $cust_pay_pending->payunique( $options{payunique} )
5143 if defined($options{payunique}) && length($options{payunique});
5144 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5145 return $cpp_new_err if $cpp_new_err;
5147 my( $action1, $action2 ) =
5148 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5150 my $transaction = new $namespace( $payment_gateway->gateway_module,
5151 $self->_bop_options(\%options),
5154 $transaction->content(
5155 'type' => $options{method},
5156 $self->_bop_auth(\%options),
5157 'action' => $action1,
5158 'description' => $options{'description'},
5159 'amount' => $options{amount},
5160 #'invoice_number' => $options{'invnum'},
5161 'customer_id' => $self->custnum,
5163 'reference' => $cust_pay_pending->paypendingnum, #for now
5168 $cust_pay_pending->status('pending');
5169 my $cpp_pending_err = $cust_pay_pending->replace;
5170 return $cpp_pending_err if $cpp_pending_err;
5173 my $BOP_TESTING = 0;
5174 my $BOP_TESTING_SUCCESS = 1;
5176 unless ( $BOP_TESTING ) {
5177 $transaction->submit();
5179 if ( $BOP_TESTING_SUCCESS ) {
5180 $transaction->is_success(1);
5181 $transaction->authorization('fake auth');
5183 $transaction->is_success(0);
5184 $transaction->error_message('fake failure');
5188 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5190 return { reference => $cust_pay_pending->paypendingnum,
5191 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5193 } elsif ( $transaction->is_success() && $action2 ) {
5195 $cust_pay_pending->status('authorized');
5196 my $cpp_authorized_err = $cust_pay_pending->replace;
5197 return $cpp_authorized_err if $cpp_authorized_err;
5199 my $auth = $transaction->authorization;
5200 my $ordernum = $transaction->can('order_number')
5201 ? $transaction->order_number
5205 new Business::OnlinePayment( $payment_gateway->gateway_module,
5206 $self->_bop_options(\%options),
5211 type => $options{method},
5213 $self->_bop_auth(\%options),
5214 order_number => $ordernum,
5215 amount => $options{amount},
5216 authorization => $auth,
5217 description => $options{'description'},
5220 foreach my $field (qw( authorization_source_code returned_ACI
5221 transaction_identifier validation_code
5222 transaction_sequence_num local_transaction_date
5223 local_transaction_time AVS_result_code )) {
5224 $capture{$field} = $transaction->$field() if $transaction->can($field);
5227 $capture->content( %capture );
5231 unless ( $capture->is_success ) {
5232 my $e = "Authorization successful but capture failed, custnum #".
5233 $self->custnum. ': '. $capture->result_code.
5234 ": ". $capture->error_message;
5242 # remove paycvv after initial transaction
5245 #false laziness w/misc/process/payment.cgi - check both to make sure working
5247 if ( defined $self->dbdef_table->column('paycvv')
5248 && length($self->paycvv)
5249 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5251 my $error = $self->remove_cvv;
5253 warn "WARNING: error removing cvv: $error\n";
5261 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5273 if (ref($_[0]) eq 'HASH') {
5274 %options = %{$_[0]};
5276 my ( $method, $amount ) = ( shift, shift );
5278 $options{method} = $method;
5279 $options{amount} = $amount;
5282 if ( $options{'fake_failure'} ) {
5283 return "Error: No error; test failure requested with fake_failure";
5287 #if ( $payment_gateway->gatewaynum ) { # agent override
5288 # $paybatch = $payment_gateway->gatewaynum. '-';
5291 #$paybatch .= "$processor:". $transaction->authorization;
5293 #$paybatch .= ':'. $transaction->order_number
5294 # if $transaction->can('order_number')
5295 # && length($transaction->order_number);
5297 my $paybatch = 'FakeProcessor:54:32';
5299 my $cust_pay = new FS::cust_pay ( {
5300 'custnum' => $self->custnum,
5301 'invnum' => $options{'invnum'},
5302 'paid' => $options{amount},
5304 'payby' => $bop_method2payby{$options{method}},
5305 #'payinfo' => $payinfo,
5306 'payinfo' => '4111111111111111',
5307 'paybatch' => $paybatch,
5308 #'paydate' => $paydate,
5309 'paydate' => '2012-05-01',
5311 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5313 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5316 $cust_pay->invnum(''); #try again with no specific invnum
5317 my $error2 = $cust_pay->insert( $options{'manual'} ?
5318 ( 'manual' => 1 ) : ()
5321 # gah, even with transactions.
5322 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5323 "error inserting (fake!) payment: $error2".
5324 " (previously tried insert with invnum #$options{'invnum'}" .
5331 if ( $options{'paynum_ref'} ) {
5332 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5335 return ''; #no error
5340 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5342 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5343 # phone bill transaction.
5345 sub _realtime_bop_result {
5346 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5348 warn "$me _realtime_bop_result: pending transaction ".
5349 $cust_pay_pending->paypendingnum. "\n";
5350 warn " $_ => $options{$_}\n" foreach keys %options;
5353 my $payment_gateway = $options{payment_gateway}
5354 or return "no payment gateway in arguments to _realtime_bop_result";
5356 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5357 my $cpp_captured_err = $cust_pay_pending->replace;
5358 return $cpp_captured_err if $cpp_captured_err;
5360 if ( $transaction->is_success() ) {
5363 if ( $payment_gateway->gatewaynum ) { # agent override
5364 $paybatch = $payment_gateway->gatewaynum. '-';
5367 $paybatch .= $payment_gateway->gateway_module. ":".
5368 $transaction->authorization;
5370 $paybatch .= ':'. $transaction->order_number
5371 if $transaction->can('order_number')
5372 && length($transaction->order_number);
5374 my $cust_pay = new FS::cust_pay ( {
5375 'custnum' => $self->custnum,
5376 'invnum' => $options{'invnum'},
5377 'paid' => $cust_pay_pending->paid,
5379 'payby' => $cust_pay_pending->payby,
5380 #'payinfo' => $payinfo,
5381 'paybatch' => $paybatch,
5382 'paydate' => $cust_pay_pending->paydate,
5383 'pkgnum' => $cust_pay_pending->pkgnum,
5385 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5386 $cust_pay->payunique( $options{payunique} )
5387 if defined($options{payunique}) && length($options{payunique});
5389 my $oldAutoCommit = $FS::UID::AutoCommit;
5390 local $FS::UID::AutoCommit = 0;
5393 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5395 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5398 $cust_pay->invnum(''); #try again with no specific invnum
5399 my $error2 = $cust_pay->insert( $options{'manual'} ?
5400 ( 'manual' => 1 ) : ()
5403 # gah. but at least we have a record of the state we had to abort in
5404 # from cust_pay_pending now.
5405 my $e = "WARNING: $options{method} captured but payment not recorded -".
5406 " error inserting payment (". $payment_gateway->gateway_module.
5408 " (previously tried insert with invnum #$options{'invnum'}" .
5409 ": $error ) - pending payment saved as paypendingnum ".
5410 $cust_pay_pending->paypendingnum. "\n";
5416 my $jobnum = $cust_pay_pending->jobnum;
5418 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5420 unless ( $placeholder ) {
5421 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5422 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5423 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5428 $error = $placeholder->delete;
5431 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5432 my $e = "WARNING: $options{method} captured but could not delete ".
5433 "job $jobnum for paypendingnum ".
5434 $cust_pay_pending->paypendingnum. ": $error\n";
5441 if ( $options{'paynum_ref'} ) {
5442 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5445 $cust_pay_pending->status('done');
5446 $cust_pay_pending->statustext('captured');
5447 $cust_pay_pending->paynum($cust_pay->paynum);
5448 my $cpp_done_err = $cust_pay_pending->replace;
5450 if ( $cpp_done_err ) {
5452 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5453 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5454 "error updating status for paypendingnum ".
5455 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5461 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5462 return ''; #no error
5468 my $perror = $payment_gateway->gateway_module. " error: ".
5469 $transaction->error_message;
5471 my $jobnum = $cust_pay_pending->jobnum;
5473 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5475 if ( $placeholder ) {
5476 my $error = $placeholder->depended_delete;
5477 $error ||= $placeholder->delete;
5478 warn "error removing provisioning jobs after declined paypendingnum ".
5479 $cust_pay_pending->paypendingnum. "\n";
5481 my $e = "error finding job $jobnum for declined paypendingnum ".
5482 $cust_pay_pending->paypendingnum. "\n";
5488 unless ( $transaction->error_message ) {
5491 if ( $transaction->can('response_page') ) {
5493 'page' => ( $transaction->can('response_page')
5494 ? $transaction->response_page
5497 'code' => ( $transaction->can('response_code')
5498 ? $transaction->response_code
5501 'headers' => ( $transaction->can('response_headers')
5502 ? $transaction->response_headers
5508 "No additional debugging information available for ".
5509 $payment_gateway->gateway_module;
5512 $perror .= "No error_message returned from ".
5513 $payment_gateway->gateway_module. " -- ".
5514 ( ref($t_response) ? Dumper($t_response) : $t_response );
5518 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5519 && $conf->exists('emaildecline')
5520 && grep { $_ ne 'POST' } $self->invoicing_list
5521 && ! grep { $transaction->error_message =~ /$_/ }
5522 $conf->config('emaildecline-exclude')
5524 my @templ = $conf->config('declinetemplate');
5525 my $template = new Text::Template (
5527 SOURCE => [ map "$_\n", @templ ],
5528 ) or return "($perror) can't create template: $Text::Template::ERROR";
5529 $template->compile()
5530 or return "($perror) can't compile template: $Text::Template::ERROR";
5534 scalar( $conf->config('company_name', $self->agentnum ) ),
5535 'company_address' =>
5536 join("\n", $conf->config('company_address', $self->agentnum ) ),
5537 'error' => $transaction->error_message,
5540 my $error = send_email(
5541 'from' => $conf->config('invoice_from', $self->agentnum ),
5542 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5543 'subject' => 'Your payment could not be processed',
5544 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5547 $perror .= " (also received error sending decline notification: $error)"
5552 $cust_pay_pending->status('done');
5553 $cust_pay_pending->statustext("declined: $perror");
5554 my $cpp_done_err = $cust_pay_pending->replace;
5555 if ( $cpp_done_err ) {
5556 my $e = "WARNING: $options{method} declined but pending payment not ".
5557 "resolved - error updating status for paypendingnum ".
5558 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5560 $perror = "$e ($perror)";
5568 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5570 Verifies successful third party processing of a realtime credit card,
5571 ACH (electronic check) or phone bill transaction via a
5572 Business::OnlineThirdPartyPayment realtime gateway. See
5573 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5575 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5577 The additional options I<payname>, I<city>, I<state>,
5578 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5579 if set, will override the value from the customer record.
5581 I<description> is a free-text field passed to the gateway. It defaults to
5582 "Internet services".
5584 If an I<invnum> is specified, this payment (if successful) is applied to the
5585 specified invoice. If you don't specify an I<invnum> you might want to
5586 call the B<apply_payments> method.
5588 I<quiet> can be set true to surpress email decline notices.
5590 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5591 resulting paynum, if any.
5593 I<payunique> is a unique identifier for this payment.
5595 Returns a hashref containing elements bill_error (which will be undefined
5596 upon success) and session_id of any associated session.
5600 sub realtime_botpp_capture {
5601 my( $self, $cust_pay_pending, %options ) = @_;
5603 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5604 warn " $_ => $options{$_}\n" foreach keys %options;
5607 eval "use Business::OnlineThirdPartyPayment";
5611 # select the gateway
5614 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5616 my $payment_gateway = $cust_pay_pending->gatewaynum
5617 ? qsearchs( 'payment_gateway',
5618 { gatewaynum => $cust_pay_pending->gatewaynum }
5620 : $self->agent->payment_gateway( 'method' => $method,
5621 # 'invnum' => $cust_pay_pending->invnum,
5622 # 'payinfo' => $cust_pay_pending->payinfo,
5625 $options{payment_gateway} = $payment_gateway; # for the helper subs
5631 my @invoicing_list = $self->invoicing_list_emailonly;
5632 if ( $conf->exists('emailinvoiceautoalways')
5633 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5634 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5635 push @invoicing_list, $self->all_emails;
5638 my $email = ($conf->exists('business-onlinepayment-email-override'))
5639 ? $conf->config('business-onlinepayment-email-override')
5640 : $invoicing_list[0];
5644 $content{email_customer} =
5645 ( $conf->exists('business-onlinepayment-email_customer')
5646 || $conf->exists('business-onlinepayment-email-override') );
5649 # run transaction(s)
5653 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5654 $self->_bop_options(\%options),
5657 $transaction->reference({ %options });
5659 $transaction->content(
5661 $self->_bop_auth(\%options),
5662 'action' => 'Post Authorization',
5663 'description' => $options{'description'},
5664 'amount' => $cust_pay_pending->paid,
5665 #'invoice_number' => $options{'invnum'},
5666 'customer_id' => $self->custnum,
5667 'referer' => 'http://cleanwhisker.420.am/',
5668 'reference' => $cust_pay_pending->paypendingnum,
5670 'phone' => $self->daytime || $self->night,
5672 # plus whatever is required for bogus capture avoidance
5675 $transaction->submit();
5678 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5681 bill_error => $error,
5682 session_id => $cust_pay_pending->session_id,
5687 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5691 sub default_payment_gateway {
5692 my( $self, $method ) = @_;
5694 die "Real-time processing not enabled\n"
5695 unless $conf->exists('business-onlinepayment');
5697 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5700 my $bop_config = 'business-onlinepayment';
5701 $bop_config .= '-ach'
5702 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5703 my ( $processor, $login, $password, $action, @bop_options ) =
5704 $conf->config($bop_config);
5705 $action ||= 'normal authorization';
5706 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5707 die "No real-time processor is enabled - ".
5708 "did you set the business-onlinepayment configuration value?\n"
5711 ( $processor, $login, $password, $action, @bop_options )
5716 Removes the I<paycvv> field from the database directly.
5718 If there is an error, returns the error, otherwise returns false.
5724 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5725 or return dbh->errstr;
5726 $sth->execute($self->custnum)
5727 or return $sth->errstr;
5732 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5734 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5735 via a Business::OnlinePayment realtime gateway. See
5736 L<http://420.am/business-onlinepayment> for supported gateways.
5738 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5740 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5742 Most gateways require a reference to an original payment transaction to refund,
5743 so you probably need to specify a I<paynum>.
5745 I<amount> defaults to the original amount of the payment if not specified.
5747 I<reason> specifies a reason for the refund.
5749 I<paydate> specifies the expiration date for a credit card overriding the
5750 value from the customer record or the payment record. Specified as yyyy-mm-dd
5752 Implementation note: If I<amount> is unspecified or equal to the amount of the
5753 orignal payment, first an attempt is made to "void" the transaction via
5754 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5755 the normal attempt is made to "refund" ("credit") the transaction via the
5756 gateway is attempted.
5758 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5759 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5760 #if set, will override the value from the customer record.
5762 #If an I<invnum> is specified, this payment (if successful) is applied to the
5763 #specified invoice. If you don't specify an I<invnum> you might want to
5764 #call the B<apply_payments> method.
5768 #some false laziness w/realtime_bop, not enough to make it worth merging
5769 #but some useful small subs should be pulled out
5770 sub _new_realtime_refund_bop {
5774 if (ref($_[0]) ne 'HASH') {
5775 %options = %{$_[0]};
5779 $options{method} = $method;
5783 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5784 warn " $_ => $options{$_}\n" foreach keys %options;
5788 # look up the original payment and optionally a gateway for that payment
5792 my $amount = $options{'amount'};
5794 my( $processor, $login, $password, @bop_options, $namespace ) ;
5795 my( $auth, $order_number ) = ( '', '', '' );
5797 if ( $options{'paynum'} ) {
5799 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5800 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5801 or return "Unknown paynum $options{'paynum'}";
5802 $amount ||= $cust_pay->paid;
5804 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5805 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5806 $cust_pay->paybatch;
5807 my $gatewaynum = '';
5808 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5810 if ( $gatewaynum ) { #gateway for the payment to be refunded
5812 my $payment_gateway =
5813 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5814 die "payment gateway $gatewaynum not found"
5815 unless $payment_gateway;
5817 $processor = $payment_gateway->gateway_module;
5818 $login = $payment_gateway->gateway_username;
5819 $password = $payment_gateway->gateway_password;
5820 $namespace = $payment_gateway->gateway_namespace;
5821 @bop_options = $payment_gateway->options;
5823 } else { #try the default gateway
5826 my $payment_gateway =
5827 $self->agent->payment_gateway('method' => $options{method});
5829 ( $conf_processor, $login, $password, $namespace ) =
5830 map { my $method = "gateway_$_"; $payment_gateway->$method }
5831 qw( module username password namespace );
5833 @bop_options = $payment_gateway->gatewaynum
5834 ? $payment_gateway->options
5835 : @{ $payment_gateway->get('options') };
5837 return "processor of payment $options{'paynum'} $processor does not".
5838 " match default processor $conf_processor"
5839 unless $processor eq $conf_processor;
5844 } else { # didn't specify a paynum, so look for agent gateway overrides
5845 # like a normal transaction
5847 my $payment_gateway =
5848 $self->agent->payment_gateway( 'method' => $options{method},
5849 #'payinfo' => $payinfo,
5851 my( $processor, $login, $password, $namespace ) =
5852 map { my $method = "gateway_$_"; $payment_gateway->$method }
5853 qw( module username password namespace );
5855 my @bop_options = $payment_gateway->gatewaynum
5856 ? $payment_gateway->options
5857 : @{ $payment_gateway->get('options') };
5860 return "neither amount nor paynum specified" unless $amount;
5862 eval "use $namespace";
5866 'type' => $options{method},
5868 'password' => $password,
5869 'order_number' => $order_number,
5870 'amount' => $amount,
5871 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5873 $content{authorization} = $auth
5874 if length($auth); #echeck/ACH transactions have an order # but no auth
5875 #(at least with authorize.net)
5877 my $disable_void_after;
5878 if ($conf->exists('disable_void_after')
5879 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5880 $disable_void_after = $1;
5883 #first try void if applicable
5884 if ( $cust_pay && $cust_pay->paid == $amount
5886 ( not defined($disable_void_after) )
5887 || ( time < ($cust_pay->_date + $disable_void_after ) )
5890 warn " attempting void\n" if $DEBUG > 1;
5891 my $void = new Business::OnlinePayment( $processor, @bop_options );
5892 $void->content( 'action' => 'void', %content );
5894 if ( $void->is_success ) {
5895 my $error = $cust_pay->void($options{'reason'});
5897 # gah, even with transactions.
5898 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5899 "error voiding payment: $error";
5903 warn " void successful\n" if $DEBUG > 1;
5908 warn " void unsuccessful, trying refund\n"
5912 my $address = $self->address1;
5913 $address .= ", ". $self->address2 if $self->address2;
5915 my($payname, $payfirst, $paylast);
5916 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5917 $payname = $self->payname;
5918 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5919 or return "Illegal payname $payname";
5920 ($payfirst, $paylast) = ($1, $2);
5922 $payfirst = $self->getfield('first');
5923 $paylast = $self->getfield('last');
5924 $payname = "$payfirst $paylast";
5927 my @invoicing_list = $self->invoicing_list_emailonly;
5928 if ( $conf->exists('emailinvoiceautoalways')
5929 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5930 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5931 push @invoicing_list, $self->all_emails;
5934 my $email = ($conf->exists('business-onlinepayment-email-override'))
5935 ? $conf->config('business-onlinepayment-email-override')
5936 : $invoicing_list[0];
5938 my $payip = exists($options{'payip'})
5941 $content{customer_ip} = $payip
5945 if ( $options{method} eq 'CC' ) {
5948 $content{card_number} = $payinfo = $cust_pay->payinfo;
5949 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5950 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5951 ($content{expiration} = "$2/$1"); # where available
5953 $content{card_number} = $payinfo = $self->payinfo;
5954 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5955 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5956 $content{expiration} = "$2/$1";
5959 } elsif ( $options{method} eq 'ECHECK' ) {
5962 $payinfo = $cust_pay->payinfo;
5964 $payinfo = $self->payinfo;
5966 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5967 $content{bank_name} = $self->payname;
5968 $content{account_type} = 'CHECKING';
5969 $content{account_name} = $payname;
5970 $content{customer_org} = $self->company ? 'B' : 'I';
5971 $content{customer_ssn} = $self->ss;
5972 } elsif ( $options{method} eq 'LEC' ) {
5973 $content{phone} = $payinfo = $self->payinfo;
5977 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5978 my %sub_content = $refund->content(
5979 'action' => 'credit',
5980 'customer_id' => $self->custnum,
5981 'last_name' => $paylast,
5982 'first_name' => $payfirst,
5984 'address' => $address,
5985 'city' => $self->city,
5986 'state' => $self->state,
5987 'zip' => $self->zip,
5988 'country' => $self->country,
5990 'phone' => $self->daytime || $self->night,
5993 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5997 return "$processor error: ". $refund->error_message
5998 unless $refund->is_success();
6000 my $paybatch = "$processor:". $refund->authorization;
6001 $paybatch .= ':'. $refund->order_number
6002 if $refund->can('order_number') && $refund->order_number;
6004 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6005 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6006 last unless @cust_bill_pay;
6007 my $cust_bill_pay = pop @cust_bill_pay;
6008 my $error = $cust_bill_pay->delete;
6012 my $cust_refund = new FS::cust_refund ( {
6013 'custnum' => $self->custnum,
6014 'paynum' => $options{'paynum'},
6015 'refund' => $amount,
6017 'payby' => $bop_method2payby{$options{method}},
6018 'payinfo' => $payinfo,
6019 'paybatch' => $paybatch,
6020 'reason' => $options{'reason'} || 'card or ACH refund',
6022 my $error = $cust_refund->insert;
6024 $cust_refund->paynum(''); #try again with no specific paynum
6025 my $error2 = $cust_refund->insert;
6027 # gah, even with transactions.
6028 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6029 "error inserting refund ($processor): $error2".
6030 " (previously tried insert with paynum #$options{'paynum'}" .
6041 =item batch_card OPTION => VALUE...
6043 Adds a payment for this invoice to the pending credit card batch (see
6044 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6045 runs the payment using a realtime gateway.
6050 my ($self, %options) = @_;
6053 if (exists($options{amount})) {
6054 $amount = $options{amount};
6056 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6058 return '' unless $amount > 0;
6060 my $invnum = delete $options{invnum};
6061 my $payby = $options{invnum} || $self->payby; #dubious
6063 if ($options{'realtime'}) {
6064 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6070 my $oldAutoCommit = $FS::UID::AutoCommit;
6071 local $FS::UID::AutoCommit = 0;
6074 #this needs to handle mysql as well as Pg, like svc_acct.pm
6075 #(make it into a common function if folks need to do batching with mysql)
6076 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6077 or return "Cannot lock pay_batch: " . $dbh->errstr;
6081 'payby' => FS::payby->payby2payment($payby),
6084 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6086 unless ( $pay_batch ) {
6087 $pay_batch = new FS::pay_batch \%pay_batch;
6088 my $error = $pay_batch->insert;
6090 $dbh->rollback if $oldAutoCommit;
6091 die "error creating new batch: $error\n";
6095 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6096 'batchnum' => $pay_batch->batchnum,
6097 'custnum' => $self->custnum,
6100 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6102 $options{$_} = '' unless exists($options{$_});
6105 my $cust_pay_batch = new FS::cust_pay_batch ( {
6106 'batchnum' => $pay_batch->batchnum,
6107 'invnum' => $invnum || 0, # is there a better value?
6108 # this field should be
6110 # cust_bill_pay_batch now
6111 'custnum' => $self->custnum,
6112 'last' => $self->getfield('last'),
6113 'first' => $self->getfield('first'),
6114 'address1' => $options{address1} || $self->address1,
6115 'address2' => $options{address2} || $self->address2,
6116 'city' => $options{city} || $self->city,
6117 'state' => $options{state} || $self->state,
6118 'zip' => $options{zip} || $self->zip,
6119 'country' => $options{country} || $self->country,
6120 'payby' => $options{payby} || $self->payby,
6121 'payinfo' => $options{payinfo} || $self->payinfo,
6122 'exp' => $options{paydate} || $self->paydate,
6123 'payname' => $options{payname} || $self->payname,
6124 'amount' => $amount, # consolidating
6127 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6128 if $old_cust_pay_batch;
6131 if ($old_cust_pay_batch) {
6132 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6134 $error = $cust_pay_batch->insert;
6138 $dbh->rollback if $oldAutoCommit;
6142 my $unapplied = $self->total_unapplied_credits
6143 + $self->total_unapplied_payments
6144 + $self->in_transit_payments;
6145 foreach my $cust_bill ($self->open_cust_bill) {
6146 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6147 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6148 'invnum' => $cust_bill->invnum,
6149 'paybatchnum' => $cust_pay_batch->paybatchnum,
6150 'amount' => $cust_bill->owed,
6153 if ($unapplied >= $cust_bill_pay_batch->amount){
6154 $unapplied -= $cust_bill_pay_batch->amount;
6157 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6158 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6160 $error = $cust_bill_pay_batch->insert;
6162 $dbh->rollback if $oldAutoCommit;
6167 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6171 =item apply_payments_and_credits
6173 Applies unapplied payments and credits.
6175 In most cases, this new method should be used in place of sequential
6176 apply_payments and apply_credits methods.
6178 If there is an error, returns the error, otherwise returns false.
6182 sub apply_payments_and_credits {
6185 local $SIG{HUP} = 'IGNORE';
6186 local $SIG{INT} = 'IGNORE';
6187 local $SIG{QUIT} = 'IGNORE';
6188 local $SIG{TERM} = 'IGNORE';
6189 local $SIG{TSTP} = 'IGNORE';
6190 local $SIG{PIPE} = 'IGNORE';
6192 my $oldAutoCommit = $FS::UID::AutoCommit;
6193 local $FS::UID::AutoCommit = 0;
6196 $self->select_for_update; #mutex
6198 foreach my $cust_bill ( $self->open_cust_bill ) {
6199 my $error = $cust_bill->apply_payments_and_credits;
6201 $dbh->rollback if $oldAutoCommit;
6202 return "Error applying: $error";
6206 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6211 =item apply_credits OPTION => VALUE ...
6213 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6214 to outstanding invoice balances in chronological order (or reverse
6215 chronological order if the I<order> option is set to B<newest>) and returns the
6216 value of any remaining unapplied credits available for refund (see
6217 L<FS::cust_refund>).
6219 Dies if there is an error.
6227 local $SIG{HUP} = 'IGNORE';
6228 local $SIG{INT} = 'IGNORE';
6229 local $SIG{QUIT} = 'IGNORE';
6230 local $SIG{TERM} = 'IGNORE';
6231 local $SIG{TSTP} = 'IGNORE';
6232 local $SIG{PIPE} = 'IGNORE';
6234 my $oldAutoCommit = $FS::UID::AutoCommit;
6235 local $FS::UID::AutoCommit = 0;
6238 $self->select_for_update; #mutex
6240 unless ( $self->total_unapplied_credits ) {
6241 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6245 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6246 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6248 my @invoices = $self->open_cust_bill;
6249 @invoices = sort { $b->_date <=> $a->_date } @invoices
6250 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6252 if ( $conf->exists('pkg-balances') ) {
6253 # limit @credits to those w/ a pkgnum grepped from $self
6255 foreach my $i (@invoices) {
6256 foreach my $li ( $i->cust_bill_pkg ) {
6257 $pkgnums{$li->pkgnum} = 1;
6260 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6265 foreach my $cust_bill ( @invoices ) {
6267 if ( !defined($credit) || $credit->credited == 0) {
6268 $credit = pop @credits or last;
6272 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6273 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6275 $owed = $cust_bill->owed;
6277 unless ( $owed > 0 ) {
6278 push @credits, $credit;
6282 my $amount = min( $credit->credited, $owed );
6284 my $cust_credit_bill = new FS::cust_credit_bill ( {
6285 'crednum' => $credit->crednum,
6286 'invnum' => $cust_bill->invnum,
6287 'amount' => $amount,
6289 $cust_credit_bill->pkgnum( $credit->pkgnum )
6290 if $conf->exists('pkg-balances') && $credit->pkgnum;
6291 my $error = $cust_credit_bill->insert;
6293 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6297 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6301 my $total_unapplied_credits = $self->total_unapplied_credits;
6303 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6305 return $total_unapplied_credits;
6308 =item apply_payments
6310 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6311 to outstanding invoice balances in chronological order.
6313 #and returns the value of any remaining unapplied payments.
6315 Dies if there is an error.
6319 sub apply_payments {
6322 local $SIG{HUP} = 'IGNORE';
6323 local $SIG{INT} = 'IGNORE';
6324 local $SIG{QUIT} = 'IGNORE';
6325 local $SIG{TERM} = 'IGNORE';
6326 local $SIG{TSTP} = 'IGNORE';
6327 local $SIG{PIPE} = 'IGNORE';
6329 my $oldAutoCommit = $FS::UID::AutoCommit;
6330 local $FS::UID::AutoCommit = 0;
6333 $self->select_for_update; #mutex
6337 my @payments = sort { $b->_date <=> $a->_date }
6338 grep { $_->unapplied > 0 }
6341 my @invoices = sort { $a->_date <=> $b->_date}
6342 grep { $_->owed > 0 }
6345 if ( $conf->exists('pkg-balances') ) {
6346 # limit @payments to those w/ a pkgnum grepped from $self
6348 foreach my $i (@invoices) {
6349 foreach my $li ( $i->cust_bill_pkg ) {
6350 $pkgnums{$li->pkgnum} = 1;
6353 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6358 foreach my $cust_bill ( @invoices ) {
6360 if ( !defined($payment) || $payment->unapplied == 0 ) {
6361 $payment = pop @payments or last;
6365 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6366 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6368 $owed = $cust_bill->owed;
6370 unless ( $owed > 0 ) {
6371 push @payments, $payment;
6375 my $amount = min( $payment->unapplied, $owed );
6377 my $cust_bill_pay = new FS::cust_bill_pay ( {
6378 'paynum' => $payment->paynum,
6379 'invnum' => $cust_bill->invnum,
6380 'amount' => $amount,
6382 $cust_bill_pay->pkgnum( $payment->pkgnum )
6383 if $conf->exists('pkg-balances') && $payment->pkgnum;
6384 my $error = $cust_bill_pay->insert;
6386 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6390 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6394 my $total_unapplied_payments = $self->total_unapplied_payments;
6396 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6398 return $total_unapplied_payments;
6403 Returns the total owed for this customer on all invoices
6404 (see L<FS::cust_bill/owed>).
6410 $self->total_owed_date(2145859200); #12/31/2037
6413 =item total_owed_date TIME
6415 Returns the total owed for this customer on all invoices with date earlier than
6416 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6417 see L<Time::Local> and L<Date::Parse> for conversion functions.
6421 sub total_owed_date {
6425 # my $custnum = $self->custnum;
6427 # my $owed_sql = FS::cust_bill->owed_sql;
6430 # SELECT SUM($owed_sql) FROM cust_bill
6431 # WHERE custnum = $custnum
6432 # AND _date <= $time
6435 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6436 # $sth->execute() or die $sth->errstr;
6438 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6441 foreach my $cust_bill (
6442 grep { $_->_date <= $time }
6443 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6445 $total_bill += $cust_bill->owed;
6447 sprintf( "%.2f", $total_bill );
6451 =item total_owed_pkgnum PKGNUM
6453 Returns the total owed on all invoices for this customer's specific package
6454 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6458 sub total_owed_pkgnum {
6459 my( $self, $pkgnum ) = @_;
6460 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6463 =item total_owed_date_pkgnum TIME PKGNUM
6465 Returns the total owed for this customer's specific package when using
6466 experimental package balances on all invoices with date earlier than
6467 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6468 see L<Time::Local> and L<Date::Parse> for conversion functions.
6472 sub total_owed_date_pkgnum {
6473 my( $self, $time, $pkgnum ) = @_;
6476 foreach my $cust_bill (
6477 grep { $_->_date <= $time }
6478 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6480 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6482 sprintf( "%.2f", $total_bill );
6488 Returns the total amount of all payments.
6495 $total += $_->paid foreach $self->cust_pay;
6496 sprintf( "%.2f", $total );
6499 =item total_unapplied_credits
6501 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6502 customer. See L<FS::cust_credit/credited>.
6504 =item total_credited
6506 Old name for total_unapplied_credits. Don't use.
6510 sub total_credited {
6511 #carp "total_credited deprecated, use total_unapplied_credits";
6512 shift->total_unapplied_credits(@_);
6515 sub total_unapplied_credits {
6517 my $total_credit = 0;
6518 $total_credit += $_->credited foreach $self->cust_credit;
6519 sprintf( "%.2f", $total_credit );
6522 =item total_unapplied_credits_pkgnum PKGNUM
6524 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6525 customer. See L<FS::cust_credit/credited>.
6529 sub total_unapplied_credits_pkgnum {
6530 my( $self, $pkgnum ) = @_;
6531 my $total_credit = 0;
6532 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6533 sprintf( "%.2f", $total_credit );
6537 =item total_unapplied_payments
6539 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6540 See L<FS::cust_pay/unapplied>.
6544 sub total_unapplied_payments {
6546 my $total_unapplied = 0;
6547 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6548 sprintf( "%.2f", $total_unapplied );
6551 =item total_unapplied_payments_pkgnum PKGNUM
6553 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6554 specific package when using experimental package balances. See
6555 L<FS::cust_pay/unapplied>.
6559 sub total_unapplied_payments_pkgnum {
6560 my( $self, $pkgnum ) = @_;
6561 my $total_unapplied = 0;
6562 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6563 sprintf( "%.2f", $total_unapplied );
6567 =item total_unapplied_refunds
6569 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6570 customer. See L<FS::cust_refund/unapplied>.
6574 sub total_unapplied_refunds {
6576 my $total_unapplied = 0;
6577 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6578 sprintf( "%.2f", $total_unapplied );
6583 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6584 total_unapplied_credits minus total_unapplied_payments).
6592 + $self->total_unapplied_refunds
6593 - $self->total_unapplied_credits
6594 - $self->total_unapplied_payments
6598 =item balance_date TIME
6600 Returns the balance for this customer, only considering invoices with date
6601 earlier than TIME (total_owed_date minus total_credited minus
6602 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6603 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6612 $self->total_owed_date($time)
6613 + $self->total_unapplied_refunds
6614 - $self->total_unapplied_credits
6615 - $self->total_unapplied_payments
6619 =item balance_pkgnum PKGNUM
6621 Returns the balance for this customer's specific package when using
6622 experimental package balances (total_owed plus total_unrefunded, minus
6623 total_unapplied_credits minus total_unapplied_payments)
6627 sub balance_pkgnum {
6628 my( $self, $pkgnum ) = @_;
6631 $self->total_owed_pkgnum($pkgnum)
6632 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6633 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6634 - $self->total_unapplied_credits_pkgnum($pkgnum)
6635 - $self->total_unapplied_payments_pkgnum($pkgnum)
6639 =item in_transit_payments
6641 Returns the total of requests for payments for this customer pending in
6642 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6646 sub in_transit_payments {
6648 my $in_transit_payments = 0;
6649 foreach my $pay_batch ( qsearch('pay_batch', {
6652 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6653 'batchnum' => $pay_batch->batchnum,
6654 'custnum' => $self->custnum,
6656 $in_transit_payments += $cust_pay_batch->amount;
6659 sprintf( "%.2f", $in_transit_payments );
6664 Returns a hash of useful information for making a payment.
6674 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6675 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6676 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6680 For credit card transactions:
6692 For electronic check transactions:
6707 $return{balance} = $self->balance;
6709 $return{payname} = $self->payname
6710 || ( $self->first. ' '. $self->get('last') );
6712 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6714 $return{payby} = $self->payby;
6715 $return{stateid_state} = $self->stateid_state;
6717 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6718 $return{card_type} = cardtype($self->payinfo);
6719 $return{payinfo} = $self->paymask;
6721 @return{'month', 'year'} = $self->paydate_monthyear;
6725 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6726 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6727 $return{payinfo1} = $payinfo1;
6728 $return{payinfo2} = $payinfo2;
6729 $return{paytype} = $self->paytype;
6730 $return{paystate} = $self->paystate;
6734 #doubleclick protection
6736 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6742 =item paydate_monthyear
6744 Returns a two-element list consisting of the month and year of this customer's
6745 paydate (credit card expiration date for CARD customers)
6749 sub paydate_monthyear {
6751 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6753 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6760 =item tax_exemption TAXNAME
6765 my( $self, $taxname ) = @_;
6767 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6768 'taxname' => $taxname,
6773 =item cust_main_exemption
6777 sub cust_main_exemption {
6779 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6782 =item invoicing_list [ ARRAYREF ]
6784 If an arguement is given, sets these email addresses as invoice recipients
6785 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6786 (except as warnings), so use check_invoicing_list first.
6788 Returns a list of email addresses (with svcnum entries expanded).
6790 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6791 check it without disturbing anything by passing nothing.
6793 This interface may change in the future.
6797 sub invoicing_list {
6798 my( $self, $arrayref ) = @_;
6801 my @cust_main_invoice;
6802 if ( $self->custnum ) {
6803 @cust_main_invoice =
6804 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6806 @cust_main_invoice = ();
6808 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6809 #warn $cust_main_invoice->destnum;
6810 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6811 #warn $cust_main_invoice->destnum;
6812 my $error = $cust_main_invoice->delete;
6813 warn $error if $error;
6816 if ( $self->custnum ) {
6817 @cust_main_invoice =
6818 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6820 @cust_main_invoice = ();
6822 my %seen = map { $_->address => 1 } @cust_main_invoice;
6823 foreach my $address ( @{$arrayref} ) {
6824 next if exists $seen{$address} && $seen{$address};
6825 $seen{$address} = 1;
6826 my $cust_main_invoice = new FS::cust_main_invoice ( {
6827 'custnum' => $self->custnum,
6830 my $error = $cust_main_invoice->insert;
6831 warn $error if $error;
6835 if ( $self->custnum ) {
6837 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6844 =item check_invoicing_list ARRAYREF
6846 Checks these arguements as valid input for the invoicing_list method. If there
6847 is an error, returns the error, otherwise returns false.
6851 sub check_invoicing_list {
6852 my( $self, $arrayref ) = @_;
6854 foreach my $address ( @$arrayref ) {
6856 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6857 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6860 my $cust_main_invoice = new FS::cust_main_invoice ( {
6861 'custnum' => $self->custnum,
6864 my $error = $self->custnum
6865 ? $cust_main_invoice->check
6866 : $cust_main_invoice->checkdest
6868 return $error if $error;
6872 return "Email address required"
6873 if $conf->exists('cust_main-require_invoicing_list_email')
6874 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6879 =item set_default_invoicing_list
6881 Sets the invoicing list to all accounts associated with this customer,
6882 overwriting any previous invoicing list.
6886 sub set_default_invoicing_list {
6888 $self->invoicing_list($self->all_emails);
6893 Returns the email addresses of all accounts provisioned for this customer.
6900 foreach my $cust_pkg ( $self->all_pkgs ) {
6901 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6903 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6904 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6906 $list{$_}=1 foreach map { $_->email } @svc_acct;
6911 =item invoicing_list_addpost
6913 Adds postal invoicing to this customer. If this customer is already configured
6914 to receive postal invoices, does nothing.
6918 sub invoicing_list_addpost {
6920 return if grep { $_ eq 'POST' } $self->invoicing_list;
6921 my @invoicing_list = $self->invoicing_list;
6922 push @invoicing_list, 'POST';
6923 $self->invoicing_list(\@invoicing_list);
6926 =item invoicing_list_emailonly
6928 Returns the list of email invoice recipients (invoicing_list without non-email
6929 destinations such as POST and FAX).
6933 sub invoicing_list_emailonly {
6935 warn "$me invoicing_list_emailonly called"
6937 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6940 =item invoicing_list_emailonly_scalar
6942 Returns the list of email invoice recipients (invoicing_list without non-email
6943 destinations such as POST and FAX) as a comma-separated scalar.
6947 sub invoicing_list_emailonly_scalar {
6949 warn "$me invoicing_list_emailonly_scalar called"
6951 join(', ', $self->invoicing_list_emailonly);
6954 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6956 Returns an array of customers referred by this customer (referral_custnum set
6957 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6958 customers referred by customers referred by this customer and so on, inclusive.
6959 The default behavior is DEPTH 1 (no recursion).
6963 sub referral_cust_main {
6965 my $depth = @_ ? shift : 1;
6966 my $exclude = @_ ? shift : {};
6969 map { $exclude->{$_->custnum}++; $_; }
6970 grep { ! $exclude->{ $_->custnum } }
6971 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6975 map { $_->referral_cust_main($depth-1, $exclude) }
6982 =item referral_cust_main_ncancelled
6984 Same as referral_cust_main, except only returns customers with uncancelled
6989 sub referral_cust_main_ncancelled {
6991 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6994 =item referral_cust_pkg [ DEPTH ]
6996 Like referral_cust_main, except returns a flat list of all unsuspended (and
6997 uncancelled) packages for each customer. The number of items in this list may
6998 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7002 sub referral_cust_pkg {
7004 my $depth = @_ ? shift : 1;
7006 map { $_->unsuspended_pkgs }
7007 grep { $_->unsuspended_pkgs }
7008 $self->referral_cust_main($depth);
7011 =item referring_cust_main
7013 Returns the single cust_main record for the customer who referred this customer
7014 (referral_custnum), or false.
7018 sub referring_cust_main {
7020 return '' unless $self->referral_custnum;
7021 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7024 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7026 Applies a credit to this customer. If there is an error, returns the error,
7027 otherwise returns false.
7029 REASON can be a text string, an FS::reason object, or a scalar reference to
7030 a reasonnum. If a text string, it will be automatically inserted as a new
7031 reason, and a 'reason_type' option must be passed to indicate the
7032 FS::reason_type for the new reason.
7034 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7036 Any other options are passed to FS::cust_credit::insert.
7041 my( $self, $amount, $reason, %options ) = @_;
7043 my $cust_credit = new FS::cust_credit {
7044 'custnum' => $self->custnum,
7045 'amount' => $amount,
7048 if ( ref($reason) ) {
7050 if ( ref($reason) eq 'SCALAR' ) {
7051 $cust_credit->reasonnum( $$reason );
7053 $cust_credit->reasonnum( $reason->reasonnum );
7057 $cust_credit->set('reason', $reason)
7060 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7061 if exists($options{'addlinfo'});
7063 $cust_credit->insert(%options);
7067 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7069 Creates a one-time charge for this customer. If there is an error, returns
7070 the error, otherwise returns false.
7072 New-style, with a hashref of options:
7074 my $error = $cust_main->charge(
7078 'start_date' => str2time('7/4/2009'),
7079 'pkg' => 'Description',
7080 'comment' => 'Comment',
7081 'additional' => [], #extra invoice detail
7082 'classnum' => 1, #pkg_class
7084 'setuptax' => '', # or 'Y' for tax exempt
7087 'taxclass' => 'Tax class',
7090 'taxproduct' => 2, #part_pkg_taxproduct
7091 'override' => {}, #XXX describe
7097 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7103 my ( $amount, $quantity, $start_date, $classnum );
7104 my ( $pkg, $comment, $additional );
7105 my ( $setuptax, $taxclass ); #internal taxes
7106 my ( $taxproduct, $override ); #vendor (CCH) taxes
7107 if ( ref( $_[0] ) ) {
7108 $amount = $_[0]->{amount};
7109 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7110 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7111 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7112 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7113 : '$'. sprintf("%.2f",$amount);
7114 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7115 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7116 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7117 $additional = $_[0]->{additional} || [];
7118 $taxproduct = $_[0]->{taxproductnum};
7119 $override = { '' => $_[0]->{tax_override} };
7124 $pkg = @_ ? shift : 'One-time charge';
7125 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7127 $taxclass = @_ ? shift : '';
7131 local $SIG{HUP} = 'IGNORE';
7132 local $SIG{INT} = 'IGNORE';
7133 local $SIG{QUIT} = 'IGNORE';
7134 local $SIG{TERM} = 'IGNORE';
7135 local $SIG{TSTP} = 'IGNORE';
7136 local $SIG{PIPE} = 'IGNORE';
7138 my $oldAutoCommit = $FS::UID::AutoCommit;
7139 local $FS::UID::AutoCommit = 0;
7142 my $part_pkg = new FS::part_pkg ( {
7144 'comment' => $comment,
7148 'classnum' => $classnum ? $classnum : '',
7149 'setuptax' => $setuptax,
7150 'taxclass' => $taxclass,
7151 'taxproductnum' => $taxproduct,
7154 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7155 ( 0 .. @$additional - 1 )
7157 'additional_count' => scalar(@$additional),
7158 'setup_fee' => $amount,
7161 my $error = $part_pkg->insert( options => \%options,
7162 tax_overrides => $override,
7165 $dbh->rollback if $oldAutoCommit;
7169 my $pkgpart = $part_pkg->pkgpart;
7170 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7171 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7172 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7173 $error = $type_pkgs->insert;
7175 $dbh->rollback if $oldAutoCommit;
7180 my $cust_pkg = new FS::cust_pkg ( {
7181 'custnum' => $self->custnum,
7182 'pkgpart' => $pkgpart,
7183 'quantity' => $quantity,
7184 'start_date' => $start_date,
7187 $error = $cust_pkg->insert;
7189 $dbh->rollback if $oldAutoCommit;
7193 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7198 #=item charge_postal_fee
7200 #Applies a one time charge this customer. If there is an error,
7201 #returns the error, returns the cust_pkg charge object or false
7202 #if there was no charge.
7206 # This should be a customer event. For that to work requires that bill
7207 # also be a customer event.
7209 sub charge_postal_fee {
7212 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7213 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7215 my $cust_pkg = new FS::cust_pkg ( {
7216 'custnum' => $self->custnum,
7217 'pkgpart' => $pkgpart,
7221 my $error = $cust_pkg->insert;
7222 $error ? $error : $cust_pkg;
7227 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7233 sort { $a->_date <=> $b->_date }
7234 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7237 =item open_cust_bill
7239 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7244 sub open_cust_bill {
7248 'table' => 'cust_bill',
7249 'hashref' => { 'custnum' => $self->custnum, },
7250 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7251 'order_by' => 'ORDER BY _date ASC',
7256 =item cust_statements
7258 Returns all the statements (see L<FS::cust_statement>) for this customer.
7262 sub cust_statement {
7264 sort { $a->_date <=> $b->_date }
7265 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7270 Returns all the credits (see L<FS::cust_credit>) for this customer.
7276 sort { $a->_date <=> $b->_date }
7277 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7280 =item cust_credit_pkgnum
7282 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7283 package when using experimental package balances.
7287 sub cust_credit_pkgnum {
7288 my( $self, $pkgnum ) = @_;
7289 sort { $a->_date <=> $b->_date }
7290 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7291 'pkgnum' => $pkgnum,
7298 Returns all the payments (see L<FS::cust_pay>) for this customer.
7304 sort { $a->_date <=> $b->_date }
7305 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7308 =item cust_pay_pkgnum
7310 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7311 package when using experimental package balances.
7315 sub cust_pay_pkgnum {
7316 my( $self, $pkgnum ) = @_;
7317 sort { $a->_date <=> $b->_date }
7318 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7319 'pkgnum' => $pkgnum,
7326 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7332 sort { $a->_date <=> $b->_date }
7333 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7336 =item cust_pay_batch
7338 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7342 sub cust_pay_batch {
7344 sort { $a->paybatchnum <=> $b->paybatchnum }
7345 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7348 =item cust_pay_pending
7350 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7351 (without status "done").
7355 sub cust_pay_pending {
7357 return $self->num_cust_pay_pending unless wantarray;
7358 sort { $a->_date <=> $b->_date }
7359 qsearch( 'cust_pay_pending', {
7360 'custnum' => $self->custnum,
7361 'status' => { op=>'!=', value=>'done' },
7366 =item num_cust_pay_pending
7368 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7369 customer (without status "done"). Also called automatically when the
7370 cust_pay_pending method is used in a scalar context.
7374 sub num_cust_pay_pending {
7376 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7377 " WHERE custnum = ? AND status != 'done' ";
7378 my $sth = dbh->prepare($sql) or die dbh->errstr;
7379 $sth->execute($self->custnum) or die $sth->errstr;
7380 $sth->fetchrow_arrayref->[0];
7385 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7391 sort { $a->_date <=> $b->_date }
7392 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7395 =item display_custnum
7397 Returns the displayed customer number for this customer: agent_custid if
7398 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7402 sub display_custnum {
7404 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7405 return $self->agent_custid;
7407 return $self->custnum;
7413 Returns a name string for this customer, either "Company (Last, First)" or
7420 my $name = $self->contact;
7421 $name = $self->company. " ($name)" if $self->company;
7427 Returns a name string for this (service/shipping) contact, either
7428 "Company (Last, First)" or "Last, First".
7434 if ( $self->get('ship_last') ) {
7435 my $name = $self->ship_contact;
7436 $name = $self->ship_company. " ($name)" if $self->ship_company;
7445 Returns a name string for this customer, either "Company" or "First Last".
7451 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7454 =item ship_name_short
7456 Returns a name string for this (service/shipping) contact, either "Company"
7461 sub ship_name_short {
7463 if ( $self->get('ship_last') ) {
7464 $self->ship_company !~ /^\s*$/
7465 ? $self->ship_company
7466 : $self->ship_contact_firstlast;
7468 $self->name_company_or_firstlast;
7474 Returns this customer's full (billing) contact name only, "Last, First"
7480 $self->get('last'). ', '. $self->first;
7485 Returns this customer's full (shipping) contact name only, "Last, First"
7491 $self->get('ship_last')
7492 ? $self->get('ship_last'). ', '. $self->ship_first
7496 =item contact_firstlast
7498 Returns this customers full (billing) contact name only, "First Last".
7502 sub contact_firstlast {
7504 $self->first. ' '. $self->get('last');
7507 =item ship_contact_firstlast
7509 Returns this customer's full (shipping) contact name only, "First Last".
7513 sub ship_contact_firstlast {
7515 $self->get('ship_last')
7516 ? $self->first. ' '. $self->get('ship_last')
7517 : $self->contact_firstlast;
7522 Returns this customer's full country name
7528 code2country($self->country);
7531 =item geocode DATA_VENDOR
7533 Returns a value for the customer location as encoded by DATA_VENDOR.
7534 Currently this only makes sense for "CCH" as DATA_VENDOR.
7539 my ($self, $data_vendor) = (shift, shift); #always cch for now
7541 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7542 return $geocode if $geocode;
7544 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7548 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7549 if $self->country eq 'US';
7551 #CCH specific location stuff
7552 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7554 my @cust_tax_location =
7556 'table' => 'cust_tax_location',
7557 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7558 'extra_sql' => $extra_sql,
7559 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7562 $geocode = $cust_tax_location[0]->geocode
7563 if scalar(@cust_tax_location);
7572 Returns a status string for this customer, currently:
7576 =item prospect - No packages have ever been ordered
7578 =item active - One or more recurring packages is active
7580 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7582 =item suspended - All non-cancelled recurring packages are suspended
7584 =item cancelled - All recurring packages are cancelled
7590 sub status { shift->cust_status(@_); }
7594 for my $status (qw( prospect active inactive suspended cancelled )) {
7595 my $method = $status.'_sql';
7596 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7597 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7598 $sth->execute( ($self->custnum) x $numnum )
7599 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7600 return $status if $sth->fetchrow_arrayref->[0];
7604 =item ucfirst_cust_status
7606 =item ucfirst_status
7608 Returns the status with the first character capitalized.
7612 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7614 sub ucfirst_cust_status {
7616 ucfirst($self->cust_status);
7621 Returns a hex triplet color string for this customer's status.
7625 use vars qw(%statuscolor);
7626 tie %statuscolor, 'Tie::IxHash',
7627 'prospect' => '7e0079', #'000000', #black? naw, purple
7628 'active' => '00CC00', #green
7629 'inactive' => '0000CC', #blue
7630 'suspended' => 'FF9900', #yellow
7631 'cancelled' => 'FF0000', #red
7634 sub statuscolor { shift->cust_statuscolor(@_); }
7636 sub cust_statuscolor {
7638 $statuscolor{$self->cust_status};
7643 Returns an array of hashes representing the customer's RT tickets.
7650 my $num = $conf->config('cust_main-max_tickets') || 10;
7653 if ( $conf->config('ticket_system') ) {
7654 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7656 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7660 foreach my $priority (
7661 $conf->config('ticket_system-custom_priority_field-values'), ''
7663 last if scalar(@tickets) >= $num;
7665 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7666 $num - scalar(@tickets),
7676 # Return services representing svc_accts in customer support packages
7677 sub support_services {
7679 my %packages = map { $_ => 1 } $conf->config('support_packages');
7681 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7682 grep { $_->part_svc->svcdb eq 'svc_acct' }
7683 map { $_->cust_svc }
7684 grep { exists $packages{ $_->pkgpart } }
7685 $self->ncancelled_pkgs;
7689 # Return a list of latitude/longitude for one of the services (if any)
7690 sub service_coordinates {
7694 grep { $_->latitude && $_->longitude }
7696 map { $_->cust_svc }
7697 $self->ncancelled_pkgs;
7699 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7704 =head1 CLASS METHODS
7710 Class method that returns the list of possible status strings for customers
7711 (see L<the status method|/status>). For example:
7713 @statuses = FS::cust_main->statuses();
7718 #my $self = shift; #could be class...
7724 Returns an SQL expression identifying prospective cust_main records (customers
7725 with no packages ever ordered)
7729 use vars qw($select_count_pkgs);
7730 $select_count_pkgs =
7731 "SELECT COUNT(*) FROM cust_pkg
7732 WHERE cust_pkg.custnum = cust_main.custnum";
7734 sub select_count_pkgs_sql {
7738 sub prospect_sql { "
7739 0 = ( $select_count_pkgs )
7744 Returns an SQL expression identifying active cust_main records (customers with
7745 active recurring packages).
7750 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7756 Returns an SQL expression identifying inactive cust_main records (customers with
7757 no active recurring packages, but otherwise unsuspended/uncancelled).
7761 sub inactive_sql { "
7762 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7764 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7770 Returns an SQL expression identifying suspended cust_main records.
7775 sub suspended_sql { susp_sql(@_); }
7777 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7779 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7785 Returns an SQL expression identifying cancelled cust_main records.
7789 sub cancelled_sql { cancel_sql(@_); }
7792 my $recurring_sql = FS::cust_pkg->recurring_sql;
7793 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7796 0 < ( $select_count_pkgs )
7797 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7798 AND 0 = ( $select_count_pkgs AND $recurring_sql
7799 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7801 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7807 =item uncancelled_sql
7809 Returns an SQL expression identifying un-cancelled cust_main records.
7813 sub uncancelled_sql { uncancel_sql(@_); }
7814 sub uncancel_sql { "
7815 ( 0 < ( $select_count_pkgs
7816 AND ( cust_pkg.cancel IS NULL
7817 OR cust_pkg.cancel = 0
7820 OR 0 = ( $select_count_pkgs )
7826 Returns an SQL fragment to retreive the balance.
7831 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7832 WHERE cust_bill.custnum = cust_main.custnum )
7833 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7834 WHERE cust_pay.custnum = cust_main.custnum )
7835 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7836 WHERE cust_credit.custnum = cust_main.custnum )
7837 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7838 WHERE cust_refund.custnum = cust_main.custnum )
7841 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7843 Returns an SQL fragment to retreive the balance for this customer, only
7844 considering invoices with date earlier than START_TIME, and optionally not
7845 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7846 total_unapplied_payments).
7848 Times are specified as SQL fragments or numeric
7849 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7850 L<Date::Parse> for conversion functions. The empty string can be passed
7851 to disable that time constraint completely.
7853 Available options are:
7857 =item unapplied_date
7859 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)
7864 set to true to remove all customer comparison clauses, for totals
7869 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7874 JOIN clause (typically used with the total option)
7880 sub balance_date_sql {
7881 my( $class, $start, $end, %opt ) = @_;
7883 my $owed = FS::cust_bill->owed_sql;
7884 my $unapp_refund = FS::cust_refund->unapplied_sql;
7885 my $unapp_credit = FS::cust_credit->unapplied_sql;
7886 my $unapp_pay = FS::cust_pay->unapplied_sql;
7888 my $j = $opt{'join'} || '';
7890 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7891 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7892 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7893 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7895 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7896 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7897 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7898 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7903 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7905 Returns an SQL fragment to retreive the total unapplied payments for this
7906 customer, only considering invoices with date earlier than START_TIME, and
7907 optionally not later than END_TIME.
7909 Times are specified as SQL fragments or numeric
7910 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7911 L<Date::Parse> for conversion functions. The empty string can be passed
7912 to disable that time constraint completely.
7914 Available options are:
7918 sub unapplied_payments_date_sql {
7919 my( $class, $start, $end, ) = @_;
7921 my $unapp_pay = FS::cust_pay->unapplied_sql;
7923 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7924 'unapplied_date'=>1 );
7926 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7929 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7931 Helper method for balance_date_sql; name (and usage) subject to change
7932 (suggestions welcome).
7934 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7935 cust_refund, cust_credit or cust_pay).
7937 If TABLE is "cust_bill" or the unapplied_date option is true, only
7938 considers records with date earlier than START_TIME, and optionally not
7939 later than END_TIME .
7943 sub _money_table_where {
7944 my( $class, $table, $start, $end, %opt ) = @_;
7947 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7948 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7949 push @where, "$table._date <= $start" if defined($start) && length($start);
7950 push @where, "$table._date > $end" if defined($end) && length($end);
7952 push @where, @{$opt{'where'}} if $opt{'where'};
7953 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7959 =item search_sql HASHREF
7963 Returns a qsearch hash expression to search for parameters specified in HREF.
7964 Valid parameters are
7972 =item cancelled_pkgs
7978 listref of start date, end date
7984 =item current_balance
7986 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7990 =item flattened_pkgs
7999 my ($class, $params) = @_;
8010 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8012 "cust_main.agentnum = $1";
8019 #prospect active inactive suspended cancelled
8020 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8021 my $method = $params->{'status'}. '_sql';
8022 #push @where, $class->$method();
8023 push @where, FS::cust_main->$method();
8027 # parse cancelled package checkbox
8032 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8033 unless $params->{'cancelled_pkgs'};
8036 # parse without census tract checkbox
8039 push @where, "(censustract = '' or censustract is null)"
8040 if $params->{'no_censustract'};
8046 foreach my $field (qw( signupdate )) {
8048 next unless exists($params->{$field});
8050 my($beginning, $ending) = @{$params->{$field}};
8053 "cust_main.$field IS NOT NULL",
8054 "cust_main.$field >= $beginning",
8055 "cust_main.$field <= $ending";
8057 $orderby ||= "ORDER BY cust_main.$field";
8065 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8067 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8074 #my $balance_sql = $class->balance_sql();
8075 my $balance_sql = FS::cust_main->balance_sql();
8077 push @where, map { s/current_balance/$balance_sql/; $_ }
8078 @{ $params->{'current_balance'} };
8084 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8086 "cust_main.custbatch = '$1'";
8090 # setup queries, subs, etc. for the search
8093 $orderby ||= 'ORDER BY custnum';
8095 # here is the agent virtualization
8096 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8098 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8100 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8102 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8104 my $select = join(', ',
8105 'cust_main.custnum',
8106 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8109 my(@extra_headers) = ();
8110 my(@extra_fields) = ();
8112 if ($params->{'flattened_pkgs'}) {
8114 if ($dbh->{Driver}->{Name} eq 'Pg') {
8116 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8118 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8119 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8120 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8122 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8123 "omitting packing information from report.";
8126 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
8128 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8129 $sth->execute() or die $sth->errstr;
8130 my $headerrow = $sth->fetchrow_arrayref;
8131 my $headercount = $headerrow ? $headerrow->[0] : 0;
8132 while($headercount) {
8133 unshift @extra_headers, "Package ". $headercount;
8134 unshift @extra_fields, eval q!sub {my $c = shift;
8135 my @a = split '\|', $c->magic;
8136 my $p = $a[!.--$headercount. q!];
8144 'table' => 'cust_main',
8145 'select' => $select,
8147 'extra_sql' => $extra_sql,
8148 'order_by' => $orderby,
8149 'count_query' => $count_query,
8150 'extra_headers' => \@extra_headers,
8151 'extra_fields' => \@extra_fields,
8156 =item email_search_sql HASHREF
8160 Emails a notice to the specified customers.
8162 Valid parameters are those of the L<search_sql> method, plus the following:
8184 Optional job queue job for status updates.
8188 Returns an error message, or false for success.
8190 If an error occurs during any email, stops the enture send and returns that
8191 error. Presumably if you're getting SMTP errors aborting is better than
8192 retrying everything.
8196 sub email_search_sql {
8197 my($class, $params) = @_;
8199 my $from = delete $params->{from};
8200 my $subject = delete $params->{subject};
8201 my $html_body = delete $params->{html_body};
8202 my $text_body = delete $params->{text_body};
8204 my $job = delete $params->{'job'};
8206 my $sql_query = $class->search_sql($params);
8208 my $count_query = delete($sql_query->{'count_query'});
8209 my $count_sth = dbh->prepare($count_query)
8210 or die "Error preparing $count_query: ". dbh->errstr;
8212 or die "Error executing $count_query: ". $count_sth->errstr;
8213 my $count_arrayref = $count_sth->fetchrow_arrayref;
8214 my $num_cust = $count_arrayref->[0];
8216 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8217 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8220 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8222 #eventually order+limit magic to reduce memory use?
8223 foreach my $cust_main ( qsearch($sql_query) ) {
8225 my $to = $cust_main->invoicing_list_emailonly_scalar;
8228 my $error = send_email(
8232 'subject' => $subject,
8233 'html_body' => $html_body,
8234 'text_body' => $text_body,
8237 return $error if $error;
8239 if ( $job ) { #progressbar foo
8241 if ( time - $min_sec > $last ) {
8242 my $error = $job->update_statustext(
8243 int( 100 * $num / $num_cust )
8245 die $error if $error;
8255 use Storable qw(thaw);
8258 sub process_email_search_sql {
8260 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8262 my $param = thaw(decode_base64(shift));
8263 warn Dumper($param) if $DEBUG;
8265 $param->{'job'} = $job;
8267 my $error = FS::cust_main->email_search_sql( $param );
8268 die $error if $error;
8272 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8274 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8275 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
8276 appropriate ship_ field is also searched).
8278 Additional options are the same as FS::Record::qsearch
8283 my( $self, $fuzzy, $hash, @opt) = @_;
8288 check_and_rebuild_fuzzyfiles();
8289 foreach my $field ( keys %$fuzzy ) {
8291 my $all = $self->all_X($field);
8292 next unless scalar(@$all);
8295 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8298 foreach ( keys %match ) {
8299 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8300 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8303 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8306 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8308 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8316 Returns a masked version of the named field
8321 my ($self,$field) = @_;
8325 'x'x(length($self->getfield($field))-4).
8326 substr($self->getfield($field), (length($self->getfield($field))-4));
8336 =item smart_search OPTION => VALUE ...
8338 Accepts the following options: I<search>, the string to search for. The string
8339 will be searched for as a customer number, phone number, name or company name,
8340 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8341 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8342 skip fuzzy matching when an exact match is found.
8344 Any additional options are treated as an additional qualifier on the search
8347 Returns a (possibly empty) array of FS::cust_main objects.
8354 #here is the agent virtualization
8355 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8359 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8360 my $search = delete $options{'search'};
8361 ( my $alphanum_search = $search ) =~ s/\W//g;
8363 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8365 #false laziness w/Record::ut_phone
8366 my $phonen = "$1-$2-$3";
8367 $phonen .= " x$4" if $4;
8369 push @cust_main, qsearch( {
8370 'table' => 'cust_main',
8371 'hashref' => { %options },
8372 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8374 join(' OR ', map "$_ = '$phonen'",
8375 qw( daytime night fax
8376 ship_daytime ship_night ship_fax )
8379 " AND $agentnums_sql", #agent virtualization
8382 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8383 #try looking for matches with extensions unless one was specified
8385 push @cust_main, qsearch( {
8386 'table' => 'cust_main',
8387 'hashref' => { %options },
8388 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8390 join(' OR ', map "$_ LIKE '$phonen\%'",
8392 ship_daytime ship_night )
8395 " AND $agentnums_sql", #agent virtualization
8400 # custnum search (also try agent_custid), with some tweaking options if your
8401 # legacy cust "numbers" have letters
8404 if ( $search =~ /^\s*(\d+)\s*$/
8405 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8406 && $search =~ /^\s*(\w\w?\d+)\s*$/
8413 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
8414 push @cust_main, qsearch( {
8415 'table' => 'cust_main',
8416 'hashref' => { 'custnum' => $num, %options },
8417 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8421 push @cust_main, qsearch( {
8422 'table' => 'cust_main',
8423 'hashref' => { 'agent_custid' => $num, %options },
8424 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8427 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8429 my($company, $last, $first) = ( $1, $2, $3 );
8431 # "Company (Last, First)"
8432 #this is probably something a browser remembered,
8433 #so just do an exact search
8435 foreach my $prefix ( '', 'ship_' ) {
8436 push @cust_main, qsearch( {
8437 'table' => 'cust_main',
8438 'hashref' => { $prefix.'first' => $first,
8439 $prefix.'last' => $last,
8440 $prefix.'company' => $company,
8443 'extra_sql' => " AND $agentnums_sql",
8447 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8448 # try (ship_){last,company}
8452 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8453 # # full strings the browser remembers won't work
8454 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8456 use Lingua::EN::NameParse;
8457 my $NameParse = new Lingua::EN::NameParse(
8459 allow_reversed => 1,
8462 my($last, $first) = ( '', '' );
8463 #maybe disable this too and just rely on NameParse?
8464 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8466 ($last, $first) = ( $1, $2 );
8468 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8469 } elsif ( ! $NameParse->parse($value) ) {
8471 my %name = $NameParse->components;
8472 $first = $name{'given_name_1'};
8473 $last = $name{'surname_1'};
8477 if ( $first && $last ) {
8479 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8482 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8484 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8485 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8488 push @cust_main, qsearch( {
8489 'table' => 'cust_main',
8490 'hashref' => \%options,
8491 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8494 # or it just be something that was typed in... (try that in a sec)
8498 my $q_value = dbh->quote($value);
8501 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8502 $sql .= " ( LOWER(last) = $q_value
8503 OR LOWER(company) = $q_value
8504 OR LOWER(ship_last) = $q_value
8505 OR LOWER(ship_company) = $q_value
8508 push @cust_main, qsearch( {
8509 'table' => 'cust_main',
8510 'hashref' => \%options,
8511 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8514 #no exact match, trying substring/fuzzy
8515 #always do substring & fuzzy (unless they're explicity config'ed off)
8516 #getting complaints searches are not returning enough
8517 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8519 #still some false laziness w/search_sql (was search/cust_main.cgi)
8524 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8525 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8528 if ( $first && $last ) {
8531 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8532 'last' => { op=>'ILIKE', value=>"%$last%" },
8534 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8535 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8542 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8543 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8547 foreach my $hashref ( @hashrefs ) {
8549 push @cust_main, qsearch( {
8550 'table' => 'cust_main',
8551 'hashref' => { %$hashref,
8554 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8563 " AND $agentnums_sql", #extra_sql #agent virtualization
8566 if ( $first && $last ) {
8567 push @cust_main, FS::cust_main->fuzzy_search(
8568 { 'last' => $last, #fuzzy hashref
8569 'first' => $first }, #
8573 foreach my $field ( 'last', 'company' ) {
8575 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8582 #eliminate duplicates
8584 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8592 Accepts the following options: I<email>, the email address to search for. The
8593 email address will be searched for as an email invoice destination and as an
8596 #Any additional options are treated as an additional qualifier on the search
8597 #(i.e. I<agentnum>).
8599 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8609 my $email = delete $options{'email'};
8611 #we're only being used by RT at the moment... no agent virtualization yet
8612 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8616 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8618 my ( $user, $domain ) = ( $1, $2 );
8620 warn "$me smart_search: searching for $user in domain $domain"
8626 'table' => 'cust_main_invoice',
8627 'hashref' => { 'dest' => $email },
8634 map $_->cust_svc->cust_pkg,
8636 'table' => 'svc_acct',
8637 'hashref' => { 'username' => $user, },
8639 'AND ( SELECT domain FROM svc_domain
8640 WHERE svc_acct.domsvc = svc_domain.svcnum
8641 ) = '. dbh->quote($domain),
8647 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8649 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8656 =item check_and_rebuild_fuzzyfiles
8660 use vars qw(@fuzzyfields);
8661 @fuzzyfields = ( 'last', 'first', 'company' );
8663 sub check_and_rebuild_fuzzyfiles {
8664 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8665 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8668 =item rebuild_fuzzyfiles
8672 sub rebuild_fuzzyfiles {
8674 use Fcntl qw(:flock);
8676 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8677 mkdir $dir, 0700 unless -d $dir;
8679 foreach my $fuzzy ( @fuzzyfields ) {
8681 open(LOCK,">>$dir/cust_main.$fuzzy")
8682 or die "can't open $dir/cust_main.$fuzzy: $!";
8684 or die "can't lock $dir/cust_main.$fuzzy: $!";
8686 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8687 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8689 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8690 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8691 " WHERE $field != '' AND $field IS NOT NULL");
8692 $sth->execute or die $sth->errstr;
8694 while ( my $row = $sth->fetchrow_arrayref ) {
8695 print CACHE $row->[0]. "\n";
8700 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8702 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8713 my( $self, $field ) = @_;
8714 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8715 open(CACHE,"<$dir/cust_main.$field")
8716 or die "can't open $dir/cust_main.$field: $!";
8717 my @array = map { chomp; $_; } <CACHE>;
8722 =item append_fuzzyfiles LASTNAME COMPANY
8726 sub append_fuzzyfiles {
8727 #my( $first, $last, $company ) = @_;
8729 &check_and_rebuild_fuzzyfiles;
8731 use Fcntl qw(:flock);
8733 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8735 foreach my $field (qw( first last company )) {
8740 open(CACHE,">>$dir/cust_main.$field")
8741 or die "can't open $dir/cust_main.$field: $!";
8742 flock(CACHE,LOCK_EX)
8743 or die "can't lock $dir/cust_main.$field: $!";
8745 print CACHE "$value\n";
8747 flock(CACHE,LOCK_UN)
8748 or die "can't unlock $dir/cust_main.$field: $!";
8763 #warn join('-',keys %$param);
8764 my $fh = $param->{filehandle};
8765 my @fields = @{$param->{fields}};
8767 eval "use Text::CSV_XS;";
8770 my $csv = new Text::CSV_XS;
8777 local $SIG{HUP} = 'IGNORE';
8778 local $SIG{INT} = 'IGNORE';
8779 local $SIG{QUIT} = 'IGNORE';
8780 local $SIG{TERM} = 'IGNORE';
8781 local $SIG{TSTP} = 'IGNORE';
8782 local $SIG{PIPE} = 'IGNORE';
8784 my $oldAutoCommit = $FS::UID::AutoCommit;
8785 local $FS::UID::AutoCommit = 0;
8788 #while ( $columns = $csv->getline($fh) ) {
8790 while ( defined($line=<$fh>) ) {
8792 $csv->parse($line) or do {
8793 $dbh->rollback if $oldAutoCommit;
8794 return "can't parse: ". $csv->error_input();
8797 my @columns = $csv->fields();
8798 #warn join('-',@columns);
8801 foreach my $field ( @fields ) {
8802 $row{$field} = shift @columns;
8805 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8806 unless ( $cust_main ) {
8807 $dbh->rollback if $oldAutoCommit;
8808 return "unknown custnum $row{'custnum'}";
8811 if ( $row{'amount'} > 0 ) {
8812 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8814 $dbh->rollback if $oldAutoCommit;
8818 } elsif ( $row{'amount'} < 0 ) {
8819 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8822 $dbh->rollback if $oldAutoCommit;
8832 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8834 return "Empty file!" unless $imported;
8840 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8842 Sends a templated email notification to the customer (see L<Text::Template>).
8844 OPTIONS is a hash and may include
8846 I<from> - the email sender (default is invoice_from)
8848 I<to> - comma-separated scalar or arrayref of recipients
8849 (default is invoicing_list)
8851 I<subject> - The subject line of the sent email notification
8852 (default is "Notice from company_name")
8854 I<extra_fields> - a hashref of name/value pairs which will be substituted
8857 The following variables are vavailable in the template.
8859 I<$first> - the customer first name
8860 I<$last> - the customer last name
8861 I<$company> - the customer company
8862 I<$payby> - a description of the method of payment for the customer
8863 # would be nice to use FS::payby::shortname
8864 I<$payinfo> - the account information used to collect for this customer
8865 I<$expdate> - the expiration of the customer payment in seconds from epoch
8870 my ($self, $template, %options) = @_;
8872 return unless $conf->exists($template);
8874 my $from = $conf->config('invoice_from', $self->agentnum)
8875 if $conf->exists('invoice_from', $self->agentnum);
8876 $from = $options{from} if exists($options{from});
8878 my $to = join(',', $self->invoicing_list_emailonly);
8879 $to = $options{to} if exists($options{to});
8881 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8882 if $conf->exists('company_name', $self->agentnum);
8883 $subject = $options{subject} if exists($options{subject});
8885 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8886 SOURCE => [ map "$_\n",
8887 $conf->config($template)]
8889 or die "can't create new Text::Template object: Text::Template::ERROR";
8890 $notify_template->compile()
8891 or die "can't compile template: Text::Template::ERROR";
8893 $FS::notify_template::_template::company_name =
8894 $conf->config('company_name', $self->agentnum);
8895 $FS::notify_template::_template::company_address =
8896 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8898 my $paydate = $self->paydate || '2037-12-31';
8899 $FS::notify_template::_template::first = $self->first;
8900 $FS::notify_template::_template::last = $self->last;
8901 $FS::notify_template::_template::company = $self->company;
8902 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8903 my $payby = $self->payby;
8904 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8905 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8907 #credit cards expire at the end of the month/year of their exp date
8908 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8909 $FS::notify_template::_template::payby = 'credit card';
8910 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8911 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8913 }elsif ($payby eq 'COMP') {
8914 $FS::notify_template::_template::payby = 'complimentary account';
8916 $FS::notify_template::_template::payby = 'current method';
8918 $FS::notify_template::_template::expdate = $expire_time;
8920 for (keys %{$options{extra_fields}}){
8922 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8925 send_email(from => $from,
8927 subject => $subject,
8928 body => $notify_template->fill_in( PACKAGE =>
8929 'FS::notify_template::_template' ),
8934 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8936 Generates a templated notification to the customer (see L<Text::Template>).
8938 OPTIONS is a hash and may include
8940 I<extra_fields> - a hashref of name/value pairs which will be substituted
8941 into the template. These values may override values mentioned below
8942 and those from the customer record.
8944 The following variables are available in the template instead of or in addition
8945 to the fields of the customer record.
8947 I<$payby> - a description of the method of payment for the customer
8948 # would be nice to use FS::payby::shortname
8949 I<$payinfo> - the masked account information used to collect for this customer
8950 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8951 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8955 sub generate_letter {
8956 my ($self, $template, %options) = @_;
8958 return unless $conf->exists($template);
8960 my $letter_template = new Text::Template
8962 SOURCE => [ map "$_\n", $conf->config($template)],
8963 DELIMITERS => [ '[@--', '--@]' ],
8965 or die "can't create new Text::Template object: Text::Template::ERROR";
8967 $letter_template->compile()
8968 or die "can't compile template: Text::Template::ERROR";
8970 my %letter_data = map { $_ => $self->$_ } $self->fields;
8971 $letter_data{payinfo} = $self->mask_payinfo;
8973 #my $paydate = $self->paydate || '2037-12-31';
8974 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8976 my $payby = $self->payby;
8977 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8978 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8980 #credit cards expire at the end of the month/year of their exp date
8981 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8982 $letter_data{payby} = 'credit card';
8983 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8984 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8986 }elsif ($payby eq 'COMP') {
8987 $letter_data{payby} = 'complimentary account';
8989 $letter_data{payby} = 'current method';
8991 $letter_data{expdate} = $expire_time;
8993 for (keys %{$options{extra_fields}}){
8994 $letter_data{$_} = $options{extra_fields}->{$_};
8997 unless(exists($letter_data{returnaddress})){
8998 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8999 $self->agent_template)
9001 if ( length($retadd) ) {
9002 $letter_data{returnaddress} = $retadd;
9003 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9004 $letter_data{returnaddress} =
9005 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9006 $conf->config('company_address', $self->agentnum)
9009 $letter_data{returnaddress} = '~';
9013 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9015 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9017 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9018 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9022 ) or die "can't open temp file: $!\n";
9024 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9026 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9030 =item print_ps TEMPLATE
9032 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9038 my $file = $self->generate_letter(@_);
9039 FS::Misc::generate_ps($file);
9042 =item print TEMPLATE
9044 Prints the filled in template.
9046 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9050 sub queueable_print {
9053 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9054 or die "invalid customer number: " . $opt{custvnum};
9056 my $error = $self->print( $opt{template} );
9057 die $error if $error;
9061 my ($self, $template) = (shift, shift);
9062 do_print [ $self->print_ps($template) ];
9065 #these three subs should just go away once agent stuff is all config overrides
9067 sub agent_template {
9069 $self->_agent_plandata('agent_templatename');
9072 sub agent_invoice_from {
9074 $self->_agent_plandata('agent_invoice_from');
9077 sub _agent_plandata {
9078 my( $self, $option ) = @_;
9080 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9081 #agent-specific Conf
9083 use FS::part_event::Condition;
9085 my $agentnum = $self->agentnum;
9088 if ( driver_name =~ /^Pg/i ) {
9090 } elsif ( driver_name =~ /^mysql/i ) {
9093 die "don't know how to use regular expressions in ". driver_name. " databases";
9096 my $part_event_option =
9098 'select' => 'part_event_option.*',
9099 'table' => 'part_event_option',
9101 LEFT JOIN part_event USING ( eventpart )
9102 LEFT JOIN part_event_option AS peo_agentnum
9103 ON ( part_event.eventpart = peo_agentnum.eventpart
9104 AND peo_agentnum.optionname = 'agentnum'
9105 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9107 LEFT JOIN part_event_condition
9108 ON ( part_event.eventpart = part_event_condition.eventpart
9109 AND part_event_condition.conditionname = 'cust_bill_age'
9111 LEFT JOIN part_event_condition_option
9112 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9113 AND part_event_condition_option.optionname = 'age'
9116 #'hashref' => { 'optionname' => $option },
9117 #'hashref' => { 'part_event_option.optionname' => $option },
9119 " WHERE part_event_option.optionname = ". dbh->quote($option).
9120 " AND action = 'cust_bill_send_agent' ".
9121 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9122 " AND peo_agentnum.optionname = 'agentnum' ".
9123 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9125 CASE WHEN part_event_condition_option.optionname IS NULL
9127 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9129 , part_event.weight".
9133 unless ( $part_event_option ) {
9134 return $self->agent->invoice_template || ''
9135 if $option eq 'agent_templatename';
9139 $part_event_option->optionvalue;
9144 ## actual sub, not a method, designed to be called from the queue.
9145 ## sets up the customer, and calls the bill_and_collect
9146 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9147 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9148 $cust_main->bill_and_collect(
9153 sub _upgrade_data { #class method
9154 my ($class, %opts) = @_;
9156 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9157 my $sth = dbh->prepare($sql) or die dbh->errstr;
9158 $sth->execute or die $sth->errstr;
9168 The delete method should possibly take an FS::cust_main object reference
9169 instead of a scalar customer number.
9171 Bill and collect options should probably be passed as references instead of a
9174 There should probably be a configuration file with a list of allowed credit
9177 No multiple currency support (probably a larger project than just this module).
9179 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9181 Birthdates rely on negative epoch values.
9183 The payby for card/check batches is broken. With mixed batching, bad
9186 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9190 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9191 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9192 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.