5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
48 use FS::cust_main_exemption;
49 use FS::cust_tax_adjustment;
51 use FS::tax_rate_location;
52 use FS::cust_tax_location;
53 use FS::part_pkg_taxrate;
55 use FS::cust_main_invoice;
56 use FS::cust_credit_bill;
57 use FS::cust_bill_pay;
58 use FS::prepay_credit;
62 use FS::part_event_condition;
65 use FS::payment_gateway;
66 use FS::agent_payment_gateway;
68 use FS::payinfo_Mixin;
71 @ISA = qw( FS::payinfo_Mixin FS::Record );
73 @EXPORT_OK = qw( smart_search );
75 $realtime_bop_decline_quiet = 0;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
192 (optional, see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
202 (see L<FS::cust_main_county>)
238 (optional, see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
248 (see L<FS::cust_main_county>)
264 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
268 Payment Information (See L<FS::payinfo_Mixin> for data format)
272 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
276 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
280 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
284 Start date month (maestro/solo cards only)
288 Start date year (maestro/solo cards only)
292 Issue number (maestro/solo cards only)
296 Name on card or billing name
300 IP address from which payment information was received
304 Tax exempt, empty or `Y'
308 Order taker (assigned automatically, see L<FS::UID>)
314 =item referral_custnum
316 Referring customer number
320 Enable individual CDR spooling, empty or `Y'
324 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
328 Discourage individual CDR printing, empty or `Y'
338 Creates a new customer. To add the customer to the database, see L<"insert">.
340 Note that this stores the hash reference, not a distinct copy of the hash it
341 points to. You can ask the object for a copy with the I<hash> method.
345 sub table { 'cust_main'; }
347 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
349 Adds this customer to the database. If there is an error, returns the error,
350 otherwise returns false.
352 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
353 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
354 are inserted atomicly, or the transaction is rolled back. Passing an empty
355 hash reference is equivalent to not supplying this parameter. There should be
356 a better explanation of this, but until then, here's an example:
359 tie %hash, 'Tie::RefHash'; #this part is important
361 $cust_pkg => [ $svc_acct ],
364 $cust_main->insert( \%hash );
366 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
367 be set as the invoicing list (see L<"invoicing_list">). Errors return as
368 expected and rollback the entire transaction; it is not necessary to call
369 check_invoicing_list first. The invoicing_list is set after the records in the
370 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
371 invoicing_list destination to the newly-created svc_acct. Here's an example:
373 $cust_main->insert( {}, [ $email, 'POST' ] );
375 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
377 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
378 on the supplied jobnum (they will not run until the specific job completes).
379 This can be used to defer provisioning until some action completes (such
380 as running the customer's credit card successfully).
382 The I<noexport> option is deprecated. If I<noexport> is set true, no
383 provisioning jobs (exports) are scheduled. (You can schedule them later with
384 the B<reexport> method.)
386 The I<tax_exemption> option can be set to an arrayref of tax names.
387 FS::cust_main_exemption records will be created and inserted.
393 my $cust_pkgs = @_ ? shift : {};
394 my $invoicing_list = @_ ? shift : '';
396 warn "$me insert called with options ".
397 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
400 local $SIG{HUP} = 'IGNORE';
401 local $SIG{INT} = 'IGNORE';
402 local $SIG{QUIT} = 'IGNORE';
403 local $SIG{TERM} = 'IGNORE';
404 local $SIG{TSTP} = 'IGNORE';
405 local $SIG{PIPE} = 'IGNORE';
407 my $oldAutoCommit = $FS::UID::AutoCommit;
408 local $FS::UID::AutoCommit = 0;
411 my $prepay_identifier = '';
412 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
414 if ( $self->payby eq 'PREPAY' ) {
416 $self->payby('BILL');
417 $prepay_identifier = $self->payinfo;
420 warn " looking up prepaid card $prepay_identifier\n"
423 my $error = $self->get_prepay( $prepay_identifier,
424 'amount_ref' => \$amount,
425 'seconds_ref' => \$seconds,
426 'upbytes_ref' => \$upbytes,
427 'downbytes_ref' => \$downbytes,
428 'totalbytes_ref' => \$totalbytes,
431 $dbh->rollback if $oldAutoCommit;
432 #return "error applying prepaid card (transaction rolled back): $error";
436 $payby = 'PREP' if $amount;
438 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
441 $self->payby('BILL');
442 $amount = $self->paid;
446 warn " inserting $self\n"
449 $self->signupdate(time) unless $self->signupdate;
451 $self->auto_agent_custid()
452 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
454 my $error = $self->SUPER::insert;
456 $dbh->rollback if $oldAutoCommit;
457 #return "inserting cust_main record (transaction rolled back): $error";
461 warn " setting invoicing list\n"
464 if ( $invoicing_list ) {
465 $error = $self->check_invoicing_list( $invoicing_list );
467 $dbh->rollback if $oldAutoCommit;
468 #return "checking invoicing_list (transaction rolled back): $error";
471 $self->invoicing_list( $invoicing_list );
474 warn " setting cust_main_exemption\n"
477 my $tax_exemption = delete $options{'tax_exemption'};
478 if ( $tax_exemption ) {
479 foreach my $taxname ( @$tax_exemption ) {
480 my $cust_main_exemption = new FS::cust_main_exemption {
481 'custnum' => $self->custnum,
482 'taxname' => $taxname,
484 my $error = $cust_main_exemption->insert;
486 $dbh->rollback if $oldAutoCommit;
487 return "inserting cust_main_exemption (transaction rolled back): $error";
492 if ( $conf->config('cust_main-skeleton_tables')
493 && $conf->config('cust_main-skeleton_custnum') ) {
495 warn " inserting skeleton records\n"
498 my $error = $self->start_copy_skel;
500 $dbh->rollback if $oldAutoCommit;
506 warn " ordering packages\n"
509 $error = $self->order_pkgs( $cust_pkgs,
511 'seconds_ref' => \$seconds,
512 'upbytes_ref' => \$upbytes,
513 'downbytes_ref' => \$downbytes,
514 'totalbytes_ref' => \$totalbytes,
517 $dbh->rollback if $oldAutoCommit;
522 $dbh->rollback if $oldAutoCommit;
523 return "No svc_acct record to apply pre-paid time";
525 if ( $upbytes || $downbytes || $totalbytes ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "No svc_acct record to apply pre-paid data";
531 warn " inserting initial $payby payment of $amount\n"
533 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
535 $dbh->rollback if $oldAutoCommit;
536 return "inserting payment (transaction rolled back): $error";
540 unless ( $import || $skip_fuzzyfiles ) {
541 warn " queueing fuzzyfiles update\n"
543 $error = $self->queue_fuzzyfiles_update;
545 $dbh->rollback if $oldAutoCommit;
546 return "updating fuzzy search cache: $error";
550 warn " insert complete; committing transaction\n"
553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
558 use File::CounterFile;
559 sub auto_agent_custid {
562 my $format = $conf->config('cust_main-auto_agent_custid');
564 if ( $format eq '1YMMXXXXXXXX' ) {
566 my $counter = new File::CounterFile 'cust_main.agent_custid';
569 my $ym = 100000000000 + time2str('%y%m00000000', time);
570 if ( $ym > $counter->value ) {
571 $counter->{'value'} = $agent_custid = $ym;
572 $counter->{'updated'} = 1;
574 $agent_custid = $counter->inc;
580 die "Unknown cust_main-auto_agent_custid format: $format";
583 $self->agent_custid($agent_custid);
587 sub start_copy_skel {
590 #'mg_user_preference' => {},
591 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
592 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
593 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
594 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
595 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
598 _copy_skel( 'cust_main', #tablename
599 $conf->config('cust_main-skeleton_custnum'), #sourceid
600 $self->custnum, #destid
601 @tables, #child tables
605 #recursive subroutine, not a method
607 my( $table, $sourceid, $destid, %child_tables ) = @_;
610 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
611 ( $table, $primary_key ) = ( $1, $2 );
613 my $dbdef_table = dbdef->table($table);
614 $primary_key = $dbdef_table->primary_key
615 or return "$table has no primary key".
616 " (or do you need to run dbdef-create?)";
619 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
620 join (', ', keys %child_tables). "\n"
623 foreach my $child_table_def ( keys %child_tables ) {
627 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
628 ( $child_table, $child_pkey ) = ( $1, $2 );
630 $child_table = $child_table_def;
632 $child_pkey = dbdef->table($child_table)->primary_key;
633 # or return "$table has no primary key".
634 # " (or do you need to run dbdef-create?)\n";
638 if ( keys %{ $child_tables{$child_table_def} } ) {
640 return "$child_table has no primary key".
641 " (run dbdef-create or try specifying it?)\n"
644 #false laziness w/Record::insert and only works on Pg
645 #refactor the proper last-inserted-id stuff out of Record::insert if this
646 # ever gets use for anything besides a quick kludge for one customer
647 my $default = dbdef->table($child_table)->column($child_pkey)->default;
648 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
649 or return "can't parse $child_table.$child_pkey default value ".
650 " for sequence name: $default";
655 my @sel_columns = grep { $_ ne $primary_key }
656 dbdef->table($child_table)->columns;
657 my $sel_columns = join(', ', @sel_columns );
659 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
660 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
661 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
663 my $sel_st = "SELECT $sel_columns FROM $child_table".
664 " WHERE $primary_key = $sourceid";
667 my $sel_sth = dbh->prepare( $sel_st )
668 or return dbh->errstr;
670 $sel_sth->execute or return $sel_sth->errstr;
672 while ( my $row = $sel_sth->fetchrow_hashref ) {
674 warn " selected row: ".
675 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
679 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
680 my $ins_sth =dbh->prepare($statement)
681 or return dbh->errstr;
682 my @param = ( $destid, map $row->{$_}, @ins_columns );
683 warn " $statement: [ ". join(', ', @param). " ]\n"
685 $ins_sth->execute( @param )
686 or return $ins_sth->errstr;
688 #next unless keys %{ $child_tables{$child_table} };
689 next unless $sequence;
691 #another section of that laziness
692 my $seq_sql = "SELECT currval('$sequence')";
693 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
694 $seq_sth->execute or return $seq_sth->errstr;
695 my $insertid = $seq_sth->fetchrow_arrayref->[0];
697 # don't drink soap! recurse! recurse! okay!
699 _copy_skel( $child_table_def,
700 $row->{$child_pkey}, #sourceid
702 %{ $child_tables{$child_table_def} },
704 return $error if $error;
714 =item order_pkg HASHREF | OPTION => VALUE ...
716 Orders a single package.
718 Options may be passed as a list of key/value pairs or as a hash reference.
729 Optional FS::cust_location object
733 Optional arryaref of FS::svc_* service objects.
737 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
738 jobs will have a dependancy on the supplied job (they will not run until the
739 specific job completes). This can be used to defer provisioning until some
740 action completes (such as running the customer's credit card successfully).
744 Optional subject for a ticket created and attached to this customer
748 Optional queue name for ticket additions
756 my $opt = ref($_[0]) ? shift : { @_ };
758 warn "$me order_pkg called with options ".
759 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
762 my $cust_pkg = $opt->{'cust_pkg'};
763 my $svcs = $opt->{'svcs'} || [];
765 my %svc_options = ();
766 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
767 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
769 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
770 qw( ticket_subject ticket_queue );
772 local $SIG{HUP} = 'IGNORE';
773 local $SIG{INT} = 'IGNORE';
774 local $SIG{QUIT} = 'IGNORE';
775 local $SIG{TERM} = 'IGNORE';
776 local $SIG{TSTP} = 'IGNORE';
777 local $SIG{PIPE} = 'IGNORE';
779 my $oldAutoCommit = $FS::UID::AutoCommit;
780 local $FS::UID::AutoCommit = 0;
783 if ( $opt->{'cust_location'} &&
784 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
785 my $error = $opt->{'cust_location'}->insert;
787 $dbh->rollback if $oldAutoCommit;
788 return "inserting cust_location (transaction rolled back): $error";
790 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
793 $cust_pkg->custnum( $self->custnum );
795 my $error = $cust_pkg->insert( %insert_params );
797 $dbh->rollback if $oldAutoCommit;
798 return "inserting cust_pkg (transaction rolled back): $error";
801 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
802 if ( $svc_something->svcnum ) {
803 my $old_cust_svc = $svc_something->cust_svc;
804 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
805 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
806 $error = $new_cust_svc->replace($old_cust_svc);
808 $svc_something->pkgnum( $cust_pkg->pkgnum );
809 if ( $svc_something->isa('FS::svc_acct') ) {
810 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
811 qw( seconds upbytes downbytes totalbytes ) ) {
812 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
813 ${ $opt->{$_.'_ref'} } = 0;
816 $error = $svc_something->insert(%svc_options);
819 $dbh->rollback if $oldAutoCommit;
820 return "inserting svc_ (transaction rolled back): $error";
824 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
829 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
830 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
832 Like the insert method on an existing record, this method orders multiple
833 packages and included services atomicaly. Pass a Tie::RefHash data structure
834 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
835 There should be a better explanation of this, but until then, here's an
839 tie %hash, 'Tie::RefHash'; #this part is important
841 $cust_pkg => [ $svc_acct ],
844 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
846 Services can be new, in which case they are inserted, or existing unaudited
847 services, in which case they are linked to the newly-created package.
849 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
850 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
852 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
853 on the supplied jobnum (they will not run until the specific job completes).
854 This can be used to defer provisioning until some action completes (such
855 as running the customer's credit card successfully).
857 The I<noexport> option is deprecated. If I<noexport> is set true, no
858 provisioning jobs (exports) are scheduled. (You can schedule them later with
859 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
860 on the cust_main object is not recommended, as existing services will also be
863 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
864 provided, the scalars (provided by references) will be incremented by the
865 values of the prepaid card.`
871 my $cust_pkgs = shift;
872 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
874 $seconds_ref ||= $options{'seconds_ref'};
876 warn "$me order_pkgs called with options ".
877 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
880 local $SIG{HUP} = 'IGNORE';
881 local $SIG{INT} = 'IGNORE';
882 local $SIG{QUIT} = 'IGNORE';
883 local $SIG{TERM} = 'IGNORE';
884 local $SIG{TSTP} = 'IGNORE';
885 local $SIG{PIPE} = 'IGNORE';
887 my $oldAutoCommit = $FS::UID::AutoCommit;
888 local $FS::UID::AutoCommit = 0;
891 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
893 foreach my $cust_pkg ( keys %$cust_pkgs ) {
895 my $error = $self->order_pkg(
896 'cust_pkg' => $cust_pkg,
897 'svcs' => $cust_pkgs->{$cust_pkg},
898 'seconds_ref' => $seconds_ref,
899 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
904 $dbh->rollback if $oldAutoCommit;
910 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
914 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
916 Recharges this (existing) customer with the specified prepaid card (see
917 L<FS::prepay_credit>), specified either by I<identifier> or as an
918 FS::prepay_credit object. If there is an error, returns the error, otherwise
921 Optionally, five scalar references can be passed as well. They will have their
922 values filled in with the amount, number of seconds, and number of upload,
923 download, and total bytes applied by this prepaid card.
927 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
928 #the only place that uses these args
929 sub recharge_prepay {
930 my( $self, $prepay_credit, $amountref, $secondsref,
931 $upbytesref, $downbytesref, $totalbytesref ) = @_;
933 local $SIG{HUP} = 'IGNORE';
934 local $SIG{INT} = 'IGNORE';
935 local $SIG{QUIT} = 'IGNORE';
936 local $SIG{TERM} = 'IGNORE';
937 local $SIG{TSTP} = 'IGNORE';
938 local $SIG{PIPE} = 'IGNORE';
940 my $oldAutoCommit = $FS::UID::AutoCommit;
941 local $FS::UID::AutoCommit = 0;
944 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
946 my $error = $self->get_prepay( $prepay_credit,
947 'amount_ref' => \$amount,
948 'seconds_ref' => \$seconds,
949 'upbytes_ref' => \$upbytes,
950 'downbytes_ref' => \$downbytes,
951 'totalbytes_ref' => \$totalbytes,
953 || $self->increment_seconds($seconds)
954 || $self->increment_upbytes($upbytes)
955 || $self->increment_downbytes($downbytes)
956 || $self->increment_totalbytes($totalbytes)
957 || $self->insert_cust_pay_prepay( $amount,
959 ? $prepay_credit->identifier
964 $dbh->rollback if $oldAutoCommit;
968 if ( defined($amountref) ) { $$amountref = $amount; }
969 if ( defined($secondsref) ) { $$secondsref = $seconds; }
970 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
971 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
972 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
974 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
979 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
981 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
982 specified either by I<identifier> or as an FS::prepay_credit object.
984 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
985 incremented by the values of the prepaid card.
987 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
988 check or set this customer's I<agentnum>.
990 If there is an error, returns the error, otherwise returns false.
996 my( $self, $prepay_credit, %opt ) = @_;
998 local $SIG{HUP} = 'IGNORE';
999 local $SIG{INT} = 'IGNORE';
1000 local $SIG{QUIT} = 'IGNORE';
1001 local $SIG{TERM} = 'IGNORE';
1002 local $SIG{TSTP} = 'IGNORE';
1003 local $SIG{PIPE} = 'IGNORE';
1005 my $oldAutoCommit = $FS::UID::AutoCommit;
1006 local $FS::UID::AutoCommit = 0;
1009 unless ( ref($prepay_credit) ) {
1011 my $identifier = $prepay_credit;
1013 $prepay_credit = qsearchs(
1015 { 'identifier' => $prepay_credit },
1020 unless ( $prepay_credit ) {
1021 $dbh->rollback if $oldAutoCommit;
1022 return "Invalid prepaid card: ". $identifier;
1027 if ( $prepay_credit->agentnum ) {
1028 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1029 $dbh->rollback if $oldAutoCommit;
1030 return "prepaid card not valid for agent ". $self->agentnum;
1032 $self->agentnum($prepay_credit->agentnum);
1035 my $error = $prepay_credit->delete;
1037 $dbh->rollback if $oldAutoCommit;
1038 return "removing prepay_credit (transaction rolled back): $error";
1041 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1042 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1044 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1049 =item increment_upbytes SECONDS
1051 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1052 the specified number of upbytes. If there is an error, returns the error,
1053 otherwise returns false.
1057 sub increment_upbytes {
1058 _increment_column( shift, 'upbytes', @_);
1061 =item increment_downbytes SECONDS
1063 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1064 the specified number of downbytes. If there is an error, returns the error,
1065 otherwise returns false.
1069 sub increment_downbytes {
1070 _increment_column( shift, 'downbytes', @_);
1073 =item increment_totalbytes SECONDS
1075 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1076 the specified number of totalbytes. If there is an error, returns the error,
1077 otherwise returns false.
1081 sub increment_totalbytes {
1082 _increment_column( shift, 'totalbytes', @_);
1085 =item increment_seconds SECONDS
1087 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1088 the specified number of seconds. If there is an error, returns the error,
1089 otherwise returns false.
1093 sub increment_seconds {
1094 _increment_column( shift, 'seconds', @_);
1097 =item _increment_column AMOUNT
1099 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1100 the specified number of seconds or bytes. If there is an error, returns
1101 the error, otherwise returns false.
1105 sub _increment_column {
1106 my( $self, $column, $amount ) = @_;
1107 warn "$me increment_column called: $column, $amount\n"
1110 return '' unless $amount;
1112 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1113 $self->ncancelled_pkgs;
1115 if ( ! @cust_pkg ) {
1116 return 'No packages with primary or single services found'.
1117 ' to apply pre-paid time';
1118 } elsif ( scalar(@cust_pkg) > 1 ) {
1119 #maybe have a way to specify the package/account?
1120 return 'Multiple packages found to apply pre-paid time';
1123 my $cust_pkg = $cust_pkg[0];
1124 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1128 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1130 if ( ! @cust_svc ) {
1131 return 'No account found to apply pre-paid time';
1132 } elsif ( scalar(@cust_svc) > 1 ) {
1133 return 'Multiple accounts found to apply pre-paid time';
1136 my $svc_acct = $cust_svc[0]->svc_x;
1137 warn " found service svcnum ". $svc_acct->pkgnum.
1138 ' ('. $svc_acct->email. ")\n"
1141 $column = "increment_$column";
1142 $svc_acct->$column($amount);
1146 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1148 Inserts a prepayment in the specified amount for this customer. An optional
1149 second argument can specify the prepayment identifier for tracking purposes.
1150 If there is an error, returns the error, otherwise returns false.
1154 sub insert_cust_pay_prepay {
1155 shift->insert_cust_pay('PREP', @_);
1158 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1160 Inserts a cash payment in the specified amount for this customer. An optional
1161 second argument can specify the payment identifier for tracking purposes.
1162 If there is an error, returns the error, otherwise returns false.
1166 sub insert_cust_pay_cash {
1167 shift->insert_cust_pay('CASH', @_);
1170 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1172 Inserts a Western Union payment in the specified amount for this customer. An
1173 optional second argument can specify the prepayment identifier for tracking
1174 purposes. If there is an error, returns the error, otherwise returns false.
1178 sub insert_cust_pay_west {
1179 shift->insert_cust_pay('WEST', @_);
1182 sub insert_cust_pay {
1183 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1184 my $payinfo = scalar(@_) ? shift : '';
1186 my $cust_pay = new FS::cust_pay {
1187 'custnum' => $self->custnum,
1188 'paid' => sprintf('%.2f', $amount),
1189 #'_date' => #date the prepaid card was purchased???
1191 'payinfo' => $payinfo,
1199 This method is deprecated. See the I<depend_jobnum> option to the insert and
1200 order_pkgs methods for a better way to defer provisioning.
1202 Re-schedules all exports by calling the B<reexport> method of all associated
1203 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1204 otherwise returns false.
1211 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1212 "use the depend_jobnum option to insert or order_pkgs to delay export";
1214 local $SIG{HUP} = 'IGNORE';
1215 local $SIG{INT} = 'IGNORE';
1216 local $SIG{QUIT} = 'IGNORE';
1217 local $SIG{TERM} = 'IGNORE';
1218 local $SIG{TSTP} = 'IGNORE';
1219 local $SIG{PIPE} = 'IGNORE';
1221 my $oldAutoCommit = $FS::UID::AutoCommit;
1222 local $FS::UID::AutoCommit = 0;
1225 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1226 my $error = $cust_pkg->reexport;
1228 $dbh->rollback if $oldAutoCommit;
1233 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1238 =item delete NEW_CUSTNUM
1240 This deletes the customer. If there is an error, returns the error, otherwise
1243 This will completely remove all traces of the customer record. This is not
1244 what you want when a customer cancels service; for that, cancel all of the
1245 customer's packages (see L</cancel>).
1247 If the customer has any uncancelled packages, you need to pass a new (valid)
1248 customer number for those packages to be transferred to. Cancelled packages
1249 will be deleted. Did I mention that this is NOT what you want when a customer
1250 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1252 You can't delete a customer with invoices (see L<FS::cust_bill>),
1253 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1254 refunds (see L<FS::cust_refund>).
1261 local $SIG{HUP} = 'IGNORE';
1262 local $SIG{INT} = 'IGNORE';
1263 local $SIG{QUIT} = 'IGNORE';
1264 local $SIG{TERM} = 'IGNORE';
1265 local $SIG{TSTP} = 'IGNORE';
1266 local $SIG{PIPE} = 'IGNORE';
1268 my $oldAutoCommit = $FS::UID::AutoCommit;
1269 local $FS::UID::AutoCommit = 0;
1272 if ( $self->cust_bill ) {
1273 $dbh->rollback if $oldAutoCommit;
1274 return "Can't delete a customer with invoices";
1276 if ( $self->cust_credit ) {
1277 $dbh->rollback if $oldAutoCommit;
1278 return "Can't delete a customer with credits";
1280 if ( $self->cust_pay ) {
1281 $dbh->rollback if $oldAutoCommit;
1282 return "Can't delete a customer with payments";
1284 if ( $self->cust_refund ) {
1285 $dbh->rollback if $oldAutoCommit;
1286 return "Can't delete a customer with refunds";
1289 my @cust_pkg = $self->ncancelled_pkgs;
1291 my $new_custnum = shift;
1292 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1293 $dbh->rollback if $oldAutoCommit;
1294 return "Invalid new customer number: $new_custnum";
1296 foreach my $cust_pkg ( @cust_pkg ) {
1297 my %hash = $cust_pkg->hash;
1298 $hash{'custnum'} = $new_custnum;
1299 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1300 my $error = $new_cust_pkg->replace($cust_pkg,
1301 options => { $cust_pkg->options },
1304 $dbh->rollback if $oldAutoCommit;
1309 my @cancelled_cust_pkg = $self->all_pkgs;
1310 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1311 my $error = $cust_pkg->delete;
1313 $dbh->rollback if $oldAutoCommit;
1318 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1319 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1321 my $error = $cust_main_invoice->delete;
1323 $dbh->rollback if $oldAutoCommit;
1328 foreach my $cust_main_exemption (
1329 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1331 my $error = $cust_main_exemption->delete;
1333 $dbh->rollback if $oldAutoCommit;
1338 my $error = $self->SUPER::delete;
1340 $dbh->rollback if $oldAutoCommit;
1344 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1349 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1352 Replaces the OLD_RECORD with this one in the database. If there is an error,
1353 returns the error, otherwise returns false.
1355 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1356 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1357 expected and rollback the entire transaction; it is not necessary to call
1358 check_invoicing_list first. Here's an example:
1360 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1362 Currently available options are: I<tax_exemption>.
1364 The I<tax_exemption> option can be set to an arrayref of tax names.
1365 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1372 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1374 : $self->replace_old;
1378 warn "$me replace called\n"
1381 my $curuser = $FS::CurrentUser::CurrentUser;
1382 if ( $self->payby eq 'COMP'
1383 && $self->payby ne $old->payby
1384 && ! $curuser->access_right('Complimentary customer')
1387 return "You are not permitted to create complimentary accounts.";
1390 local($ignore_expired_card) = 1
1391 if $old->payby =~ /^(CARD|DCRD)$/
1392 && $self->payby =~ /^(CARD|DCRD)$/
1393 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1395 local $SIG{HUP} = 'IGNORE';
1396 local $SIG{INT} = 'IGNORE';
1397 local $SIG{QUIT} = 'IGNORE';
1398 local $SIG{TERM} = 'IGNORE';
1399 local $SIG{TSTP} = 'IGNORE';
1400 local $SIG{PIPE} = 'IGNORE';
1402 my $oldAutoCommit = $FS::UID::AutoCommit;
1403 local $FS::UID::AutoCommit = 0;
1406 my $error = $self->SUPER::replace($old);
1409 $dbh->rollback if $oldAutoCommit;
1413 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1414 my $invoicing_list = shift @param;
1415 $error = $self->check_invoicing_list( $invoicing_list );
1417 $dbh->rollback if $oldAutoCommit;
1420 $self->invoicing_list( $invoicing_list );
1423 my %options = @param;
1425 my $tax_exemption = delete $options{'tax_exemption'};
1426 if ( $tax_exemption ) {
1428 my %cust_main_exemption =
1429 map { $_->taxname => $_ }
1430 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1432 foreach my $taxname ( @$tax_exemption ) {
1434 next if delete $cust_main_exemption{$taxname};
1436 my $cust_main_exemption = new FS::cust_main_exemption {
1437 'custnum' => $self->custnum,
1438 'taxname' => $taxname,
1440 my $error = $cust_main_exemption->insert;
1442 $dbh->rollback if $oldAutoCommit;
1443 return "inserting cust_main_exemption (transaction rolled back): $error";
1447 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1448 my $error = $cust_main_exemption->delete;
1450 $dbh->rollback if $oldAutoCommit;
1451 return "deleting cust_main_exemption (transaction rolled back): $error";
1457 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1458 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1459 # card/check/lec info has changed, want to retry realtime_ invoice events
1460 my $error = $self->retry_realtime;
1462 $dbh->rollback if $oldAutoCommit;
1467 unless ( $import || $skip_fuzzyfiles ) {
1468 $error = $self->queue_fuzzyfiles_update;
1470 $dbh->rollback if $oldAutoCommit;
1471 return "updating fuzzy search cache: $error";
1475 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1480 =item queue_fuzzyfiles_update
1482 Used by insert & replace to update the fuzzy search cache
1486 sub queue_fuzzyfiles_update {
1489 local $SIG{HUP} = 'IGNORE';
1490 local $SIG{INT} = 'IGNORE';
1491 local $SIG{QUIT} = 'IGNORE';
1492 local $SIG{TERM} = 'IGNORE';
1493 local $SIG{TSTP} = 'IGNORE';
1494 local $SIG{PIPE} = 'IGNORE';
1496 my $oldAutoCommit = $FS::UID::AutoCommit;
1497 local $FS::UID::AutoCommit = 0;
1500 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1501 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1503 $dbh->rollback if $oldAutoCommit;
1504 return "queueing job (transaction rolled back): $error";
1507 if ( $self->ship_last ) {
1508 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1509 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1511 $dbh->rollback if $oldAutoCommit;
1512 return "queueing job (transaction rolled back): $error";
1516 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1523 Checks all fields to make sure this is a valid customer record. If there is
1524 an error, returns the error, otherwise returns false. Called by the insert
1525 and replace methods.
1532 warn "$me check BEFORE: \n". $self->_dump
1536 $self->ut_numbern('custnum')
1537 || $self->ut_number('agentnum')
1538 || $self->ut_textn('agent_custid')
1539 || $self->ut_number('refnum')
1540 || $self->ut_textn('custbatch')
1541 || $self->ut_name('last')
1542 || $self->ut_name('first')
1543 || $self->ut_snumbern('birthdate')
1544 || $self->ut_snumbern('signupdate')
1545 || $self->ut_textn('company')
1546 || $self->ut_text('address1')
1547 || $self->ut_textn('address2')
1548 || $self->ut_text('city')
1549 || $self->ut_textn('county')
1550 || $self->ut_textn('state')
1551 || $self->ut_country('country')
1552 || $self->ut_anything('comments')
1553 || $self->ut_numbern('referral_custnum')
1554 || $self->ut_textn('stateid')
1555 || $self->ut_textn('stateid_state')
1556 || $self->ut_textn('invoice_terms')
1557 || $self->ut_alphan('geocode')
1558 || $self->ut_floatn('cdr_termination_percentage')
1561 #barf. need message catalogs. i18n. etc.
1562 $error .= "Please select an advertising source."
1563 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1564 return $error if $error;
1566 return "Unknown agent"
1567 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1569 return "Unknown refnum"
1570 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1572 return "Unknown referring custnum: ". $self->referral_custnum
1573 unless ! $self->referral_custnum
1574 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1576 if ( $self->censustract ne '' ) {
1577 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1578 or return "Illegal census tract: ". $self->censustract;
1580 $self->censustract("$1.$2");
1583 if ( $self->ss eq '' ) {
1588 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1589 or return "Illegal social security number: ". $self->ss;
1590 $self->ss("$1-$2-$3");
1594 # bad idea to disable, causes billing to fail because of no tax rates later
1595 # unless ( $import ) {
1596 unless ( qsearch('cust_main_county', {
1597 'country' => $self->country,
1600 return "Unknown state/county/country: ".
1601 $self->state. "/". $self->county. "/". $self->country
1602 unless qsearch('cust_main_county',{
1603 'state' => $self->state,
1604 'county' => $self->county,
1605 'country' => $self->country,
1611 $self->ut_phonen('daytime', $self->country)
1612 || $self->ut_phonen('night', $self->country)
1613 || $self->ut_phonen('fax', $self->country)
1614 || $self->ut_zip('zip', $self->country)
1616 return $error if $error;
1618 if ( $conf->exists('cust_main-require_phone')
1619 && ! length($self->daytime) && ! length($self->night)
1622 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1624 : FS::Msgcat::_gettext('daytime');
1625 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1627 : FS::Msgcat::_gettext('night');
1629 return "$daytime_label or $night_label is required"
1633 if ( $self->has_ship_address
1634 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1635 $self->addr_fields )
1639 $self->ut_name('ship_last')
1640 || $self->ut_name('ship_first')
1641 || $self->ut_textn('ship_company')
1642 || $self->ut_text('ship_address1')
1643 || $self->ut_textn('ship_address2')
1644 || $self->ut_text('ship_city')
1645 || $self->ut_textn('ship_county')
1646 || $self->ut_textn('ship_state')
1647 || $self->ut_country('ship_country')
1649 return $error if $error;
1651 #false laziness with above
1652 unless ( qsearchs('cust_main_county', {
1653 'country' => $self->ship_country,
1656 return "Unknown ship_state/ship_county/ship_country: ".
1657 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1658 unless qsearch('cust_main_county',{
1659 'state' => $self->ship_state,
1660 'county' => $self->ship_county,
1661 'country' => $self->ship_country,
1667 $self->ut_phonen('ship_daytime', $self->ship_country)
1668 || $self->ut_phonen('ship_night', $self->ship_country)
1669 || $self->ut_phonen('ship_fax', $self->ship_country)
1670 || $self->ut_zip('ship_zip', $self->ship_country)
1672 return $error if $error;
1674 return "Unit # is required."
1675 if $self->ship_address2 =~ /^\s*$/
1676 && $conf->exists('cust_main-require_address2');
1678 } else { # ship_ info eq billing info, so don't store dup info in database
1680 $self->setfield("ship_$_", '')
1681 foreach $self->addr_fields;
1683 return "Unit # is required."
1684 if $self->address2 =~ /^\s*$/
1685 && $conf->exists('cust_main-require_address2');
1689 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1690 # or return "Illegal payby: ". $self->payby;
1692 FS::payby->can_payby($self->table, $self->payby)
1693 or return "Illegal payby: ". $self->payby;
1695 $error = $self->ut_numbern('paystart_month')
1696 || $self->ut_numbern('paystart_year')
1697 || $self->ut_numbern('payissue')
1698 || $self->ut_textn('paytype')
1700 return $error if $error;
1702 if ( $self->payip eq '' ) {
1705 $error = $self->ut_ip('payip');
1706 return $error if $error;
1709 # If it is encrypted and the private key is not availaible then we can't
1710 # check the credit card.
1712 my $check_payinfo = 1;
1714 if ($self->is_encrypted($self->payinfo)) {
1718 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1720 my $payinfo = $self->payinfo;
1721 $payinfo =~ s/\D//g;
1722 $payinfo =~ /^(\d{13,16})$/
1723 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1725 $self->payinfo($payinfo);
1727 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1729 return gettext('unknown_card_type')
1730 if cardtype($self->payinfo) eq "Unknown";
1732 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1734 return 'Banned credit card: banned on '.
1735 time2str('%a %h %o at %r', $ban->_date).
1736 ' by '. $ban->otaker.
1737 ' (ban# '. $ban->bannum. ')';
1740 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1741 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1742 $self->paycvv =~ /^(\d{4})$/
1743 or return "CVV2 (CID) for American Express cards is four digits.";
1746 $self->paycvv =~ /^(\d{3})$/
1747 or return "CVV2 (CVC2/CID) is three digits.";
1754 my $cardtype = cardtype($payinfo);
1755 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1757 return "Start date or issue number is required for $cardtype cards"
1758 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1760 return "Start month must be between 1 and 12"
1761 if $self->paystart_month
1762 and $self->paystart_month < 1 || $self->paystart_month > 12;
1764 return "Start year must be 1990 or later"
1765 if $self->paystart_year
1766 and $self->paystart_year < 1990;
1768 return "Issue number must be beween 1 and 99"
1770 and $self->payissue < 1 || $self->payissue > 99;
1773 $self->paystart_month('');
1774 $self->paystart_year('');
1775 $self->payissue('');
1778 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1780 my $payinfo = $self->payinfo;
1781 $payinfo =~ s/[^\d\@]//g;
1782 if ( $conf->exists('echeck-nonus') ) {
1783 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1784 $payinfo = "$1\@$2";
1786 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1787 $payinfo = "$1\@$2";
1789 $self->payinfo($payinfo);
1792 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1794 return 'Banned ACH account: banned on '.
1795 time2str('%a %h %o at %r', $ban->_date).
1796 ' by '. $ban->otaker.
1797 ' (ban# '. $ban->bannum. ')';
1800 } elsif ( $self->payby eq 'LECB' ) {
1802 my $payinfo = $self->payinfo;
1803 $payinfo =~ s/\D//g;
1804 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1806 $self->payinfo($payinfo);
1809 } elsif ( $self->payby eq 'BILL' ) {
1811 $error = $self->ut_textn('payinfo');
1812 return "Illegal P.O. number: ". $self->payinfo if $error;
1815 } elsif ( $self->payby eq 'COMP' ) {
1817 my $curuser = $FS::CurrentUser::CurrentUser;
1818 if ( ! $self->custnum
1819 && ! $curuser->access_right('Complimentary customer')
1822 return "You are not permitted to create complimentary accounts."
1825 $error = $self->ut_textn('payinfo');
1826 return "Illegal comp account issuer: ". $self->payinfo if $error;
1829 } elsif ( $self->payby eq 'PREPAY' ) {
1831 my $payinfo = $self->payinfo;
1832 $payinfo =~ s/\W//g; #anything else would just confuse things
1833 $self->payinfo($payinfo);
1834 $error = $self->ut_alpha('payinfo');
1835 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1836 return "Unknown prepayment identifier"
1837 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1842 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1843 return "Expiration date required"
1844 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1848 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1849 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1850 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $2, "19$1" );
1852 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1853 ( $m, $y ) = ( $3, "20$2" );
1855 return "Illegal expiration date: ". $self->paydate;
1857 $self->paydate("$y-$m-01");
1858 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1859 return gettext('expired_card')
1861 && !$ignore_expired_card
1862 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1865 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1866 ( ! $conf->exists('require_cardname')
1867 || $self->payby !~ /^(CARD|DCRD)$/ )
1869 $self->payname( $self->first. " ". $self->getfield('last') );
1871 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1872 or return gettext('illegal_name'). " payname: ". $self->payname;
1876 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1877 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1881 $self->otaker(getotaker) unless $self->otaker;
1883 warn "$me check AFTER: \n". $self->_dump
1886 $self->SUPER::check;
1891 Returns a list of fields which have ship_ duplicates.
1896 qw( last first company
1897 address1 address2 city county state zip country
1902 =item has_ship_address
1904 Returns true if this customer record has a separate shipping address.
1908 sub has_ship_address {
1910 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1915 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1916 city, county, state, zip, country. The shipping address is used if present.
1920 #geocode? dependent on tax-ship_address config, not available in cust_location
1921 #mostly. not yet then.
1925 my $prefix = $self->has_ship_address ? 'ship_' : '';
1927 map { $_ => $self->get($prefix.$_) }
1928 qw( address1 address2 city county state zip country geocode );
1929 #fields that cust_location has
1932 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1934 Returns all packages (see L<FS::cust_pkg>) for this customer.
1940 my $extra_qsearch = ref($_[0]) ? shift : {};
1942 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1945 if ( $self->{'_pkgnum'} ) {
1946 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1948 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1951 sort sort_packages @cust_pkg;
1956 Synonym for B<all_pkgs>.
1961 shift->all_pkgs(@_);
1966 Returns all locations (see L<FS::cust_location>) for this customer.
1972 qsearch('cust_location', { 'custnum' => $self->custnum } );
1975 =item location_label [ OPTION => VALUE ... ]
1977 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
1985 used to separate the address elements (defaults to ', ')
1987 =item escape_function
1989 a callback used for escaping the text of the address elements
1995 # false laziness with FS::cust_location::line
1997 sub location_label {
2001 my $separator = $opt{join_string} || ', ';
2002 my $escape = $opt{escape_function} || sub{ shift };
2004 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2005 my $prefix = length($self->ship_last) ? 'ship_' : '';
2008 foreach (qw ( address1 address2 ) ) {
2009 my $method = "$prefix$_";
2010 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2015 foreach (qw ( city county state zip ) ) {
2016 my $method = "$prefix$_";
2017 if ( $self->$method ) {
2018 $line .= ' (' if $method eq 'county';
2019 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2020 $line .= ' )' if $method eq 'county';
2024 $line .= $separator. &$escape(code2country($self->country))
2025 if $self->country ne $cydefault;
2030 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2032 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2036 sub ncancelled_pkgs {
2038 my $extra_qsearch = ref($_[0]) ? shift : {};
2040 return $self->num_ncancelled_pkgs unless wantarray;
2043 if ( $self->{'_pkgnum'} ) {
2045 warn "$me ncancelled_pkgs: returning cached objects"
2048 @cust_pkg = grep { ! $_->getfield('cancel') }
2049 values %{ $self->{'_pkgnum'}->cache };
2053 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2054 $self->custnum. "\n"
2057 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2059 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2063 sort sort_packages @cust_pkg;
2069 my $extra_qsearch = ref($_[0]) ? shift : {};
2071 $extra_qsearch->{'select'} ||= '*';
2072 $extra_qsearch->{'select'} .=
2073 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2077 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2082 'table' => 'cust_pkg',
2083 'hashref' => { 'custnum' => $self->custnum },
2088 # This should be generalized to use config options to determine order.
2091 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2092 return $locationsort if $locationsort;
2094 if ( $a->get('cancel') xor $b->get('cancel') ) {
2095 return -1 if $b->get('cancel');
2096 return 1 if $a->get('cancel');
2097 #shouldn't get here...
2100 my $a_num_cust_svc = $a->num_cust_svc;
2101 my $b_num_cust_svc = $b->num_cust_svc;
2102 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2103 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2104 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2105 my @a_cust_svc = $a->cust_svc;
2106 my @b_cust_svc = $b->cust_svc;
2107 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2112 =item suspended_pkgs
2114 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2118 sub suspended_pkgs {
2120 grep { $_->susp } $self->ncancelled_pkgs;
2123 =item unflagged_suspended_pkgs
2125 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2126 customer (thouse packages without the `manual_flag' set).
2130 sub unflagged_suspended_pkgs {
2132 return $self->suspended_pkgs
2133 unless dbdef->table('cust_pkg')->column('manual_flag');
2134 grep { ! $_->manual_flag } $self->suspended_pkgs;
2137 =item unsuspended_pkgs
2139 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2144 sub unsuspended_pkgs {
2146 grep { ! $_->susp } $self->ncancelled_pkgs;
2149 =item next_bill_date
2151 Returns the next date this customer will be billed, as a UNIX timestamp, or
2152 undef if no active package has a next bill date.
2156 sub next_bill_date {
2158 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2161 =item num_cancelled_pkgs
2163 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2168 sub num_cancelled_pkgs {
2169 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2172 sub num_ncancelled_pkgs {
2173 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2177 my( $self ) = shift;
2178 my $sql = scalar(@_) ? shift : '';
2179 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2180 my $sth = dbh->prepare(
2181 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2182 ) or die dbh->errstr;
2183 $sth->execute($self->custnum) or die $sth->errstr;
2184 $sth->fetchrow_arrayref->[0];
2189 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2190 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2191 on success or a list of errors.
2197 grep { $_->unsuspend } $self->suspended_pkgs;
2202 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2204 Returns a list: an empty list on success or a list of errors.
2210 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2213 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2215 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2216 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2217 of a list of pkgparts; the hashref has the following keys:
2221 =item pkgparts - listref of pkgparts
2223 =item (other options are passed to the suspend method)
2228 Returns a list: an empty list on success or a list of errors.
2232 sub suspend_if_pkgpart {
2234 my (@pkgparts, %opt);
2235 if (ref($_[0]) eq 'HASH'){
2236 @pkgparts = @{$_[0]{pkgparts}};
2241 grep { $_->suspend(%opt) }
2242 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2243 $self->unsuspended_pkgs;
2246 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2248 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2249 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2250 instead of a list of pkgparts; the hashref has the following keys:
2254 =item pkgparts - listref of pkgparts
2256 =item (other options are passed to the suspend method)
2260 Returns a list: an empty list on success or a list of errors.
2264 sub suspend_unless_pkgpart {
2266 my (@pkgparts, %opt);
2267 if (ref($_[0]) eq 'HASH'){
2268 @pkgparts = @{$_[0]{pkgparts}};
2273 grep { $_->suspend(%opt) }
2274 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2275 $self->unsuspended_pkgs;
2278 =item cancel [ OPTION => VALUE ... ]
2280 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2282 Available options are:
2286 =item quiet - can be set true to supress email cancellation notices.
2288 =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.
2290 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2292 =item nobill - can be set true to skip billing if it might otherwise be done.
2296 Always returns a list: an empty list on success or a list of errors.
2300 # nb that dates are not specified as valid options to this method
2303 my( $self, %opt ) = @_;
2305 warn "$me cancel called on customer ". $self->custnum. " with options ".
2306 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2309 return ( 'access denied' )
2310 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2312 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2314 #should try decryption (we might have the private key)
2315 # and if not maybe queue a job for the server that does?
2316 return ( "Can't (yet) ban encrypted credit cards" )
2317 if $self->is_encrypted($self->payinfo);
2319 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2320 my $error = $ban->insert;
2321 return ( $error ) if $error;
2325 my @pkgs = $self->ncancelled_pkgs;
2327 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2329 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2330 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2334 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2335 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2338 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2341 sub _banned_pay_hashref {
2352 'payby' => $payby2ban{$self->payby},
2353 'payinfo' => md5_base64($self->payinfo),
2354 #don't ever *search* on reason! #'reason' =>
2360 Returns all notes (see L<FS::cust_main_note>) for this customer.
2367 qsearch( 'cust_main_note',
2368 { 'custnum' => $self->custnum },
2370 'ORDER BY _DATE DESC'
2376 Returns the agent (see L<FS::agent>) for this customer.
2382 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2385 =item bill_and_collect
2387 Cancels and suspends any packages due, generates bills, applies payments and
2388 credits, and applies collection events to run cards, send bills and notices,
2391 By default, warns on errors and continues with the next operation (but see the
2392 "fatal" flag below).
2394 Options are passed as name-value pairs. Currently available options are:
2400 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:
2404 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2408 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.
2412 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2416 If set true, re-charges setup fees.
2420 If set any errors prevent subsequent operations from continusing. If set
2421 specifically to "return", returns the error (or false, if there is no error).
2422 Any other true value causes errors to die.
2426 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)
2430 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2431 options of those methods are also available.
2435 sub bill_and_collect {
2436 my( $self, %options ) = @_;
2440 #$options{actual_time} not $options{time} because freeside-daily -d is for
2441 #pre-printing invoices
2443 $options{'actual_time'} ||= time;
2445 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2447 $error = "Error expiring custnum ". $self->custnum. ": $error";
2448 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2449 elsif ( $options{fatal} ) { die $error; }
2450 else { warn $error; }
2453 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2455 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2456 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2457 elsif ( $options{fatal} ) { die $error; }
2458 else { warn $error; }
2461 $error = $self->bill( %options );
2463 $error = "Error billing custnum ". $self->custnum. ": $error";
2464 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2465 elsif ( $options{fatal} ) { die $error; }
2466 else { warn $error; }
2469 $error = $self->apply_payments_and_credits;
2471 $error = "Error applying custnum ". $self->custnum. ": $error";
2472 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2473 elsif ( $options{fatal} ) { die $error; }
2474 else { warn $error; }
2477 unless ( $conf->exists('cancelled_cust-noevents')
2478 && ! $self->num_ncancelled_pkgs
2480 $error = $self->collect( %options );
2482 $error = "Error collecting custnum ". $self->custnum. ": $error";
2483 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2484 elsif ($options{fatal} ) { die $error; }
2485 else { warn $error; }
2493 sub cancel_expired_pkgs {
2494 my ( $self, $time, %options ) = @_;
2496 my @cancel_pkgs = $self->ncancelled_pkgs( {
2497 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2502 foreach my $cust_pkg ( @cancel_pkgs ) {
2503 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2504 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2505 'reason_otaker' => $cpr->otaker
2509 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2512 scalar(@errors) ? join(' / ', @errors) : '';
2516 sub suspend_adjourned_pkgs {
2517 my ( $self, $time, %options ) = @_;
2519 my @susp_pkgs = $self->ncancelled_pkgs( {
2521 " AND ( susp IS NULL OR susp = 0 )
2522 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2523 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2528 #only because there's no SQL test for is_prepaid :/
2530 grep { ( $_->part_pkg->is_prepaid
2535 && $_->adjourn <= $time
2543 foreach my $cust_pkg ( @susp_pkgs ) {
2544 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2545 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2546 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2547 'reason_otaker' => $cpr->otaker
2551 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2554 scalar(@errors) ? join(' / ', @errors) : '';
2560 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2561 conjunction with the collect method by calling B<bill_and_collect>.
2563 If there is an error, returns the error, otherwise returns false.
2565 Options are passed as name-value pairs. Currently available options are:
2571 If set true, re-charges setup fees.
2575 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:
2579 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2583 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2585 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2589 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2593 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.
2597 This boolean value informs the us that the package is being cancelled. This
2598 typically might mean not charging the normal recurring fee but only usage
2599 fees since the last billing. Setup charges may be charged. Not all package
2600 plans support this feature (they tend to charge 0).
2604 Optional terms to be printed on this invoice. Otherwise, customer-specific
2605 terms or the default terms are used.
2612 my( $self, %options ) = @_;
2613 return '' if $self->payby eq 'COMP';
2614 warn "$me bill customer ". $self->custnum. "\n"
2617 my $time = $options{'time'} || time;
2618 my $invoice_time = $options{'invoice_time'} || $time;
2620 $options{'not_pkgpart'} ||= {};
2621 $options{'not_pkgpart'} = { map { $_ => 1 }
2622 split(/\s*,\s*/, $options{'not_pkgpart'})
2624 unless ref($options{'not_pkgpart'});
2626 local $SIG{HUP} = 'IGNORE';
2627 local $SIG{INT} = 'IGNORE';
2628 local $SIG{QUIT} = 'IGNORE';
2629 local $SIG{TERM} = 'IGNORE';
2630 local $SIG{TSTP} = 'IGNORE';
2631 local $SIG{PIPE} = 'IGNORE';
2633 my $oldAutoCommit = $FS::UID::AutoCommit;
2634 local $FS::UID::AutoCommit = 0;
2637 $self->select_for_update; #mutex
2639 my $error = $self->do_cust_event(
2640 'debug' => ( $options{'debug'} || 0 ),
2641 'time' => $invoice_time,
2642 'check_freq' => $options{'check_freq'},
2643 'stage' => 'pre-bill',
2646 $dbh->rollback if $oldAutoCommit;
2650 my @cust_bill_pkg = ();
2653 # find the packages which are due for billing, find out how much they are
2654 # & generate invoice database.
2657 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2659 my @precommit_hooks = ();
2661 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2662 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2664 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2666 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2668 #? to avoid use of uninitialized value errors... ?
2669 $cust_pkg->setfield('bill', '')
2670 unless defined($cust_pkg->bill);
2672 #my $part_pkg = $cust_pkg->part_pkg;
2674 my $real_pkgpart = $cust_pkg->pkgpart;
2675 my %hash = $cust_pkg->hash;
2677 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2679 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2682 $self->_make_lines( 'part_pkg' => $part_pkg,
2683 'cust_pkg' => $cust_pkg,
2684 'precommit_hooks' => \@precommit_hooks,
2685 'line_items' => \@cust_bill_pkg,
2686 'setup' => \$total_setup,
2687 'recur' => \$total_recur,
2688 'tax_matrix' => \%taxlisthash,
2690 'real_pkgpart' => $real_pkgpart,
2691 'options' => \%options,
2694 $dbh->rollback if $oldAutoCommit;
2698 } #foreach my $part_pkg
2700 } #foreach my $cust_pkg
2702 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2703 #but do commit any package date cycling that happened
2704 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2708 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2709 !$conf->exists('postal_invoice-recurring_only')
2713 my $postal_pkg = $self->charge_postal_fee();
2714 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2716 $dbh->rollback if $oldAutoCommit;
2717 return "can't charge postal invoice fee for customer ".
2718 $self->custnum. ": $postal_pkg";
2720 } elsif ( $postal_pkg ) {
2722 my $real_pkgpart = $postal_pkg->pkgpart;
2723 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2724 my %postal_options = %options;
2725 delete $postal_options{cancel};
2727 $self->_make_lines( 'part_pkg' => $part_pkg,
2728 'cust_pkg' => $postal_pkg,
2729 'precommit_hooks' => \@precommit_hooks,
2730 'line_items' => \@cust_bill_pkg,
2731 'setup' => \$total_setup,
2732 'recur' => \$total_recur,
2733 'tax_matrix' => \%taxlisthash,
2735 'real_pkgpart' => $real_pkgpart,
2736 'options' => \%postal_options,
2739 $dbh->rollback if $oldAutoCommit;
2748 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2750 # keys are tax names (as printed on invoices / itemdesc )
2751 # values are listrefs of taxlisthash keys (internal identifiers)
2754 # keys are taxlisthash keys (internal identifiers)
2755 # values are (cumulative) amounts
2758 # keys are taxlisthash keys (internal identifiers)
2759 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2760 my %tax_location = ();
2762 # keys are taxlisthash keys (internal identifiers)
2763 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2764 my %tax_rate_location = ();
2766 foreach my $tax ( keys %taxlisthash ) {
2767 my $tax_object = shift @{ $taxlisthash{$tax} };
2768 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2769 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2770 my $hashref_or_error =
2771 $tax_object->taxline( $taxlisthash{$tax},
2772 'custnum' => $self->custnum,
2773 'invoice_time' => $invoice_time
2775 unless ( ref($hashref_or_error) ) {
2776 $dbh->rollback if $oldAutoCommit;
2777 return $hashref_or_error;
2779 unshift @{ $taxlisthash{$tax} }, $tax_object;
2781 my $name = $hashref_or_error->{'name'};
2782 my $amount = $hashref_or_error->{'amount'};
2784 #warn "adding $amount as $name\n";
2785 $taxname{ $name } ||= [];
2786 push @{ $taxname{ $name } }, $tax;
2788 $tax{ $tax } += $amount;
2790 $tax_location{ $tax } ||= [];
2791 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2792 push @{ $tax_location{ $tax } },
2794 'taxnum' => $tax_object->taxnum,
2795 'taxtype' => ref($tax_object),
2796 'pkgnum' => $tax_object->get('pkgnum'),
2797 'locationnum' => $tax_object->get('locationnum'),
2798 'amount' => sprintf('%.2f', $amount ),
2802 $tax_rate_location{ $tax } ||= [];
2803 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2804 my $taxratelocationnum =
2805 $tax_object->tax_rate_location->taxratelocationnum;
2806 push @{ $tax_rate_location{ $tax } },
2808 'taxnum' => $tax_object->taxnum,
2809 'taxtype' => ref($tax_object),
2810 'amount' => sprintf('%.2f', $amount ),
2811 'locationtaxid' => $tax_object->location,
2812 'taxratelocationnum' => $taxratelocationnum,
2818 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2819 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2820 foreach my $tax ( keys %taxlisthash ) {
2821 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2822 next unless ref($_) eq 'FS::cust_bill_pkg';
2824 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2825 splice( @{ $_->_cust_tax_exempt_pkg } );
2829 #consolidate and create tax line items
2830 warn "consolidating and generating...\n" if $DEBUG > 2;
2831 foreach my $taxname ( keys %taxname ) {
2834 my @cust_bill_pkg_tax_location = ();
2835 my @cust_bill_pkg_tax_rate_location = ();
2836 warn "adding $taxname\n" if $DEBUG > 1;
2837 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2838 next if $seen{$taxitem}++;
2839 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2840 $tax += $tax{$taxitem};
2841 push @cust_bill_pkg_tax_location,
2842 map { new FS::cust_bill_pkg_tax_location $_ }
2843 @{ $tax_location{ $taxitem } };
2844 push @cust_bill_pkg_tax_rate_location,
2845 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2846 @{ $tax_rate_location{ $taxitem } };
2850 $tax = sprintf('%.2f', $tax );
2851 $total_setup = sprintf('%.2f', $total_setup+$tax );
2853 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2859 if ( $pkg_category and
2860 $conf->config('invoice_latexsummary') ||
2861 $conf->config('invoice_htmlsummary')
2865 my %hash = ( 'section' => $pkg_category->categoryname );
2866 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2870 push @cust_bill_pkg, new FS::cust_bill_pkg {
2876 'itemdesc' => $taxname,
2877 'display' => \@display,
2878 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2879 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2884 #add tax adjustments
2885 warn "adding tax adjustments...\n" if $DEBUG > 2;
2886 foreach my $cust_tax_adjustment (
2887 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2893 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2894 $total_setup = sprintf('%.2f', $total_setup+$tax );
2896 my $itemdesc = $cust_tax_adjustment->taxname;
2897 $itemdesc = '' if $itemdesc eq 'Tax';
2899 push @cust_bill_pkg, new FS::cust_bill_pkg {
2905 'itemdesc' => $itemdesc,
2906 'itemcomment' => $cust_tax_adjustment->comment,
2907 'cust_tax_adjustment' => $cust_tax_adjustment,
2908 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2913 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2915 my @cust_bill = $self->cust_bill;
2916 my $balance = $self->balance;
2917 my $previous_balance = scalar(@cust_bill)
2918 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2921 $previous_balance += $cust_bill[$#cust_bill]->charged
2922 if scalar(@cust_bill);
2923 #my $balance_adjustments =
2924 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2926 #create the new invoice
2927 my $cust_bill = new FS::cust_bill ( {
2928 'custnum' => $self->custnum,
2929 '_date' => ( $invoice_time ),
2930 'charged' => $charged,
2931 'billing_balance' => $balance,
2932 'previous_balance' => $previous_balance,
2933 'invoice_terms' => $options{'invoice_terms'},
2935 $error = $cust_bill->insert;
2937 $dbh->rollback if $oldAutoCommit;
2938 return "can't create invoice for customer #". $self->custnum. ": $error";
2941 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2942 $cust_bill_pkg->invnum($cust_bill->invnum);
2943 my $error = $cust_bill_pkg->insert;
2945 $dbh->rollback if $oldAutoCommit;
2946 return "can't create invoice line item: $error";
2951 foreach my $hook ( @precommit_hooks ) {
2953 &{$hook}; #($self) ?
2956 $dbh->rollback if $oldAutoCommit;
2957 return "$@ running precommit hook $hook\n";
2961 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2967 my ($self, %params) = @_;
2969 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2970 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2971 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2972 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2973 my $total_setup = $params{setup} or die "no setup accumulator specified";
2974 my $total_recur = $params{recur} or die "no recur accumulator specified";
2975 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2976 my $time = $params{'time'} or die "no time specified";
2977 my (%options) = %{$params{options}};
2980 my $real_pkgpart = $params{real_pkgpart};
2981 my %hash = $cust_pkg->hash;
2982 my $old_cust_pkg = new FS::cust_pkg \%hash;
2988 $cust_pkg->pkgpart($part_pkg->pkgpart);
2996 if ( $options{'resetup'}
2997 || ( ! $cust_pkg->setup
2998 && ( ! $cust_pkg->start_date
2999 || $cust_pkg->start_date <= $time
3001 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3002 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3003 ! $cust_pkg->getfield('susp')
3010 warn " bill setup\n" if $DEBUG > 1;
3013 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3014 return "$@ running calc_setup for $cust_pkg\n"
3017 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3019 $cust_pkg->setfield('setup', $time)
3020 unless $cust_pkg->setup;
3021 #do need it, but it won't get written to the db
3022 #|| $cust_pkg->pkgpart != $real_pkgpart;
3024 $cust_pkg->setfield('start_date', '')
3025 if $cust_pkg->start_date;
3030 # bill recurring fee
3033 #XXX unit stuff here too
3037 if ( ! $cust_pkg->get('susp')
3038 and ! $cust_pkg->get('start_date')
3039 and ( $part_pkg->getfield('freq') ne '0'
3040 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3042 || ( $part_pkg->plan eq 'voip_cdr'
3043 && $part_pkg->option('bill_every_call')
3045 || ( $options{cancel} )
3048 # XXX should this be a package event? probably. events are called
3049 # at collection time at the moment, though...
3050 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3051 if $part_pkg->can('reset_usage');
3052 #don't want to reset usage just cause we want a line item??
3053 #&& $part_pkg->pkgpart == $real_pkgpart;
3055 warn " bill recur\n" if $DEBUG > 1;
3058 # XXX shared with $recur_prog
3059 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3063 #over two params! lets at least switch to a hashref for the rest...
3064 my $increment_next_bill = ( $part_pkg->freq ne '0'
3065 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3066 && !$options{cancel}
3068 my %param = ( 'precommit_hooks' => $precommit_hooks,
3069 'increment_next_bill' => $increment_next_bill,
3072 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3073 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3074 return "$@ running $method for $cust_pkg\n"
3077 if ( $increment_next_bill ) {
3079 my $next_bill = $part_pkg->add_freq($sdate);
3080 return "unparsable frequency: ". $part_pkg->freq
3081 if $next_bill == -1;
3083 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3084 # only for figuring next bill date, nothing else, so, reset $sdate again
3086 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3087 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3088 $cust_pkg->last_bill($sdate);
3090 $cust_pkg->setfield('bill', $next_bill );
3096 warn "\$setup is undefined" unless defined($setup);
3097 warn "\$recur is undefined" unless defined($recur);
3098 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3101 # If there's line items, create em cust_bill_pkg records
3102 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3107 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3108 # hmm.. and if just the options are modified in some weird price plan?
3110 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3113 my $error = $cust_pkg->replace( $old_cust_pkg,
3114 'options' => { $cust_pkg->options },
3116 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3117 if $error; #just in case
3120 $setup = sprintf( "%.2f", $setup );
3121 $recur = sprintf( "%.2f", $recur );
3122 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3123 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3125 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3126 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3129 if ( $setup != 0 || $recur != 0 ) {
3131 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3134 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3136 warn " adding customer package invoice detail: $_\n"
3137 foreach @cust_pkg_detail;
3139 push @details, @cust_pkg_detail;
3141 my $cust_bill_pkg = new FS::cust_bill_pkg {
3142 'pkgnum' => $cust_pkg->pkgnum,
3144 'unitsetup' => $unitsetup,
3146 'unitrecur' => $unitrecur,
3147 'quantity' => $cust_pkg->quantity,
3148 'details' => \@details,
3149 'hidden' => $part_pkg->hidden,
3152 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3153 $cust_bill_pkg->sdate( $hash{last_bill} );
3154 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3155 $cust_bill_pkg->edate( $time ) if $options{cancel};
3156 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3157 $cust_bill_pkg->sdate( $sdate );
3158 $cust_bill_pkg->edate( $cust_pkg->bill );
3159 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3162 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3163 unless $part_pkg->pkgpart == $real_pkgpart;
3165 $$total_setup += $setup;
3166 $$total_recur += $recur;
3173 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3174 return $error if $error;
3176 push @$cust_bill_pkgs, $cust_bill_pkg;
3178 } #if $setup != 0 || $recur != 0
3188 my $part_pkg = shift;
3189 my $taxlisthash = shift;
3190 my $cust_bill_pkg = shift;
3191 my $cust_pkg = shift;
3192 my $invoice_time = shift;
3193 my $real_pkgpart = shift;
3194 my $options = shift;
3196 my %cust_bill_pkg = ();
3200 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3201 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3202 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3203 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3205 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3207 if ( $conf->exists('enable_taxproducts')
3208 && ( scalar($part_pkg->part_pkg_taxoverride)
3209 || $part_pkg->has_taxproduct
3214 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3215 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3218 foreach my $class (@classes) {
3219 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3220 return $err_or_ref unless ref($err_or_ref);
3221 $taxes{$class} = $err_or_ref;
3224 unless (exists $taxes{''}) {
3225 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3226 return $err_or_ref unless ref($err_or_ref);
3227 $taxes{''} = $err_or_ref;
3232 my @loc_keys = qw( state county country );
3234 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3235 my $cust_location = $cust_pkg->cust_location;
3236 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3239 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3242 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3245 $taxhash{'taxclass'} = $part_pkg->taxclass;
3247 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3249 my %taxhash_elim = %taxhash;
3251 my @elim = qw( taxclass county state );
3252 while ( !scalar(@taxes) && scalar(@elim) ) {
3253 $taxhash_elim{ shift(@elim) } = '';
3254 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3257 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3259 if $self->cust_main_exemption; #just to be safe
3261 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3263 $_->set('pkgnum', $cust_pkg->pkgnum );
3264 $_->set('locationnum', $cust_pkg->locationnum );
3268 $taxes{''} = [ @taxes ];
3269 $taxes{'setup'} = [ @taxes ];
3270 $taxes{'recur'} = [ @taxes ];
3271 $taxes{$_} = [ @taxes ] foreach (@classes);
3273 # # maybe eliminate this entirely, along with all the 0% records
3274 # unless ( @taxes ) {
3276 # "fatal: can't find tax rate for state/county/country/taxclass ".
3277 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3280 } #if $conf->exists('enable_taxproducts') ...
3285 my $separate = $conf->exists('separate_usage');
3286 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3287 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3289 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3290 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3291 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3294 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3295 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3297 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3298 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3300 push @display, new FS::cust_bill_pkg_display
3303 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3307 if ($separate && $section && $summary) {
3308 push @display, new FS::cust_bill_pkg_display { type => 'U',
3313 if ($usage_mandate || $section && $summary) {
3314 $hash{post_total} = 'Y';
3317 $hash{section} = $section if ($separate || $usage_mandate);
3318 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3321 $cust_bill_pkg->set('display', \@display);
3323 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3324 foreach my $key (keys %tax_cust_bill_pkg) {
3325 my @taxes = @{ $taxes{$key} || [] };
3326 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3328 my %localtaxlisthash = ();
3329 foreach my $tax ( @taxes ) {
3331 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3332 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3333 # ' locationnum'. $cust_pkg->locationnum
3334 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3336 $taxlisthash->{ $taxname } ||= [ $tax ];
3337 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3339 $localtaxlisthash{ $taxname } ||= [ $tax ];
3340 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3344 warn "finding taxed taxes...\n" if $DEBUG > 2;
3345 foreach my $tax ( keys %localtaxlisthash ) {
3346 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3347 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3349 next unless $tax_object->can('tax_on_tax');
3351 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3352 my $totname = ref( $tot ). ' '. $tot->taxnum;
3354 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3356 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3358 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3359 my $hashref_or_error =
3360 $tax_object->taxline( $localtaxlisthash{$tax},
3361 'custnum' => $self->custnum,
3362 'invoice_time' => $invoice_time,
3364 return $hashref_or_error
3365 unless ref($hashref_or_error);
3367 $taxlisthash->{ $totname } ||= [ $tot ];
3368 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3380 my $part_pkg = shift;
3384 my $geocode = $self->geocode('cch');
3386 my @taxclassnums = map { $_->taxclassnum }
3387 $part_pkg->part_pkg_taxoverride($class);
3389 unless (@taxclassnums) {
3390 @taxclassnums = map { $_->taxclassnum }
3391 grep { $_->taxable eq 'Y' }
3392 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3394 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3399 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3401 @taxes = qsearch({ 'table' => 'tax_rate',
3402 'hashref' => { 'geocode' => $geocode, },
3403 'extra_sql' => $extra_sql,
3405 if scalar(@taxclassnums);
3407 warn "Found taxes ".
3408 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3415 =item collect [ HASHREF | OPTION => VALUE ... ]
3417 (Attempt to) collect money for this customer's outstanding invoices (see
3418 L<FS::cust_bill>). Usually used after the bill method.
3420 Actions are now triggered by billing events; see L<FS::part_event> and the
3421 billing events web interface. Old-style invoice events (see
3422 L<FS::part_bill_event>) have been deprecated.
3424 If there is an error, returns the error, otherwise returns false.
3426 Options are passed as name-value pairs.
3428 Currently available options are:
3434 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.
3438 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3442 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3446 set true to surpress email card/ACH decline notices.
3450 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)
3456 # allows for one time override of normal customer billing method
3461 my( $self, %options ) = @_;
3462 my $invoice_time = $options{'invoice_time'} || time;
3465 local $SIG{HUP} = 'IGNORE';
3466 local $SIG{INT} = 'IGNORE';
3467 local $SIG{QUIT} = 'IGNORE';
3468 local $SIG{TERM} = 'IGNORE';
3469 local $SIG{TSTP} = 'IGNORE';
3470 local $SIG{PIPE} = 'IGNORE';
3472 my $oldAutoCommit = $FS::UID::AutoCommit;
3473 local $FS::UID::AutoCommit = 0;
3476 $self->select_for_update; #mutex
3479 my $balance = $self->balance;
3480 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3483 if ( exists($options{'retry_card'}) ) {
3484 carp 'retry_card option passed to collect is deprecated; use retry';
3485 $options{'retry'} ||= $options{'retry_card'};
3487 if ( exists($options{'retry'}) && $options{'retry'} ) {
3488 my $error = $self->retry_realtime;
3490 $dbh->rollback if $oldAutoCommit;
3495 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3497 #never want to roll back an event just because it returned an error
3498 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3500 $self->do_cust_event(
3501 'debug' => ( $options{'debug'} || 0 ),
3502 'time' => $invoice_time,
3503 'check_freq' => $options{'check_freq'},
3504 'stage' => 'collect',
3509 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3511 Runs billing events; see L<FS::part_event> and the billing events web
3514 If there is an error, returns the error, otherwise returns false.
3516 Options are passed as name-value pairs.
3518 Currently available options are:
3524 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.
3528 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3532 "collect" (the default) or "pre-bill"
3536 set true to surpress email card/ACH decline notices.
3540 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)
3546 # allows for one time override of normal customer billing method
3550 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3553 my( $self, %options ) = @_;
3554 my $time = $options{'time'} || time;
3557 local $SIG{HUP} = 'IGNORE';
3558 local $SIG{INT} = 'IGNORE';
3559 local $SIG{QUIT} = 'IGNORE';
3560 local $SIG{TERM} = 'IGNORE';
3561 local $SIG{TSTP} = 'IGNORE';
3562 local $SIG{PIPE} = 'IGNORE';
3564 my $oldAutoCommit = $FS::UID::AutoCommit;
3565 local $FS::UID::AutoCommit = 0;
3568 $self->select_for_update; #mutex
3571 my $balance = $self->balance;
3572 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3575 # if ( exists($options{'retry_card'}) ) {
3576 # carp 'retry_card option passed to collect is deprecated; use retry';
3577 # $options{'retry'} ||= $options{'retry_card'};
3579 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3580 # my $error = $self->retry_realtime;
3582 # $dbh->rollback if $oldAutoCommit;
3587 # false laziness w/pay_batch::import_results
3589 my $due_cust_event = $self->due_cust_event(
3590 'debug' => ( $options{'debug'} || 0 ),
3592 'check_freq' => $options{'check_freq'},
3593 'stage' => ( $options{'stage'} || 'collect' ),
3595 unless( ref($due_cust_event) ) {
3596 $dbh->rollback if $oldAutoCommit;
3597 return $due_cust_event;
3600 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3601 #never want to roll back an event just because it or a different one
3603 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3605 foreach my $cust_event ( @$due_cust_event ) {
3609 #re-eval event conditions (a previous event could have changed things)
3610 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3611 #don't leave stray "new/locked" records around
3612 my $error = $cust_event->delete;
3613 return $error if $error;
3618 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3619 warn " running cust_event ". $cust_event->eventnum. "\n"
3622 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3623 if ( my $error = $cust_event->do_event() ) {
3624 #XXX wtf is this? figure out a proper dealio with return value
3636 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3638 Inserts database records for and returns an ordered listref of new events due
3639 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3640 events are due, an empty listref is returned. If there is an error, returns a
3641 scalar error message.
3643 To actually run the events, call each event's test_condition method, and if
3644 still true, call the event's do_event method.
3646 Options are passed as a hashref or as a list of name-value pairs. Available
3653 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3657 "collect" (the default) or "pre-bill"
3661 "Current time" for the events.
3665 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3669 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3673 Explicitly pass the objects to be tested (typically used with eventtable).
3677 Set to true to return the objects, but not actually insert them into the
3684 sub due_cust_event {
3686 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3689 #my $DEBUG = $opt{'debug'}
3690 local($DEBUG) = $opt{'debug'}
3691 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3693 warn "$me due_cust_event called with options ".
3694 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3697 $opt{'time'} ||= time;
3699 local $SIG{HUP} = 'IGNORE';
3700 local $SIG{INT} = 'IGNORE';
3701 local $SIG{QUIT} = 'IGNORE';
3702 local $SIG{TERM} = 'IGNORE';
3703 local $SIG{TSTP} = 'IGNORE';
3704 local $SIG{PIPE} = 'IGNORE';
3706 my $oldAutoCommit = $FS::UID::AutoCommit;
3707 local $FS::UID::AutoCommit = 0;
3710 $self->select_for_update #mutex
3711 unless $opt{testonly};
3714 # find possible events (initial search)
3717 my @cust_event = ();
3719 my @eventtable = $opt{'eventtable'}
3720 ? ( $opt{'eventtable'} )
3721 : FS::part_event->eventtables_runorder;
3723 foreach my $eventtable ( @eventtable ) {
3726 if ( $opt{'objects'} ) {
3728 @objects = @{ $opt{'objects'} };
3732 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3733 @objects = ( $eventtable eq 'cust_main' )
3735 : ( $self->$eventtable() );
3739 my @e_cust_event = ();
3741 my $cross = "CROSS JOIN $eventtable";
3742 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3743 unless $eventtable eq 'cust_main';
3745 foreach my $object ( @objects ) {
3747 #this first search uses the condition_sql magic for optimization.
3748 #the more possible events we can eliminate in this step the better
3750 my $cross_where = '';
3751 my $pkey = $object->primary_key;
3752 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3754 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3756 FS::part_event_condition->where_conditions_sql( $eventtable,
3757 'time'=>$opt{'time'}
3759 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3761 $extra_sql = "AND $extra_sql" if $extra_sql;
3763 #here is the agent virtualization
3764 $extra_sql .= " AND ( part_event.agentnum IS NULL
3765 OR part_event.agentnum = ". $self->agentnum. ' )';
3767 $extra_sql .= " $order";
3769 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3770 if $opt{'debug'} > 2;
3771 my @part_event = qsearch( {
3772 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3773 'select' => 'part_event.*',
3774 'table' => 'part_event',
3775 'addl_from' => "$cross $join",
3776 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3777 'eventtable' => $eventtable,
3780 'extra_sql' => "AND $cross_where $extra_sql",
3784 my $pkey = $object->primary_key;
3785 warn " ". scalar(@part_event).
3786 " possible events found for $eventtable ". $object->$pkey(). "\n";
3789 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3793 warn " ". scalar(@e_cust_event).
3794 " subtotal possible cust events found for $eventtable\n"
3797 push @cust_event, @e_cust_event;
3801 warn " ". scalar(@cust_event).
3802 " total possible cust events found in initial search\n"
3810 $opt{stage} ||= 'collect';
3812 grep { my $stage = $_->part_event->event_stage;
3813 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3823 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3824 'stats_hashref' => \%unsat ),
3827 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3830 warn " invalid conditions not eliminated with condition_sql:\n".
3831 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3832 if keys %unsat && $DEBUG; # > 1;
3838 unless( $opt{testonly} ) {
3839 foreach my $cust_event ( @cust_event ) {
3841 my $error = $cust_event->insert();
3843 $dbh->rollback if $oldAutoCommit;
3850 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3856 warn " returning events: ". Dumper(@cust_event). "\n"
3863 =item retry_realtime
3865 Schedules realtime / batch credit card / electronic check / LEC billing
3866 events for for retry. Useful if card information has changed or manual
3867 retry is desired. The 'collect' method must be called to actually retry
3870 Implementation details: For either this customer, or for each of this
3871 customer's open invoices, changes the status of the first "done" (with
3872 statustext error) realtime processing event to "failed".
3876 sub retry_realtime {
3879 local $SIG{HUP} = 'IGNORE';
3880 local $SIG{INT} = 'IGNORE';
3881 local $SIG{QUIT} = 'IGNORE';
3882 local $SIG{TERM} = 'IGNORE';
3883 local $SIG{TSTP} = 'IGNORE';
3884 local $SIG{PIPE} = 'IGNORE';
3886 my $oldAutoCommit = $FS::UID::AutoCommit;
3887 local $FS::UID::AutoCommit = 0;
3890 #a little false laziness w/due_cust_event (not too bad, really)
3892 my $join = FS::part_event_condition->join_conditions_sql;
3893 my $order = FS::part_event_condition->order_conditions_sql;
3896 . join ( ' OR ' , map {
3897 "( part_event.eventtable = " . dbh->quote($_)
3898 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3899 } FS::part_event->eventtables)
3902 #here is the agent virtualization
3903 my $agent_virt = " ( part_event.agentnum IS NULL
3904 OR part_event.agentnum = ". $self->agentnum. ' )';
3906 #XXX this shouldn't be hardcoded, actions should declare it...
3907 my @realtime_events = qw(
3908 cust_bill_realtime_card
3909 cust_bill_realtime_check
3910 cust_bill_realtime_lec
3914 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3919 my @cust_event = qsearchs({
3920 'table' => 'cust_event',
3921 'select' => 'cust_event.*',
3922 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3923 'hashref' => { 'status' => 'done' },
3924 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3925 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3928 my %seen_invnum = ();
3929 foreach my $cust_event (@cust_event) {
3931 #max one for the customer, one for each open invoice
3932 my $cust_X = $cust_event->cust_X;
3933 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3937 or $cust_event->part_event->eventtable eq 'cust_bill'
3940 my $error = $cust_event->retry;
3942 $dbh->rollback if $oldAutoCommit;
3943 return "error scheduling event for retry: $error";
3948 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3953 # some horrid false laziness here to avoid refactor fallout
3954 # eventually realtime realtime_bop and realtime_refund_bop should go
3955 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3957 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3959 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3960 via a Business::OnlinePayment realtime gateway. See
3961 L<http://420.am/business-onlinepayment> for supported gateways.
3963 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3965 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3967 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3968 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3969 if set, will override the value from the customer record.
3971 I<description> is a free-text field passed to the gateway. It defaults to
3972 the value defined by the business-onlinepayment-description configuration
3973 option, or "Internet services" if that is unset.
3975 If an I<invnum> is specified, this payment (if successful) is applied to the
3976 specified invoice. If you don't specify an I<invnum> you might want to
3977 call the B<apply_payments> method or set the I<apply> option.
3979 I<apply> can be set to true to apply a resulting payment.
3981 I<quiet> can be set true to surpress email decline notices.
3983 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3984 resulting paynum, if any.
3986 I<payunique> is a unique identifier for this payment.
3988 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3995 return $self->_new_realtime_bop(@_)
3996 if $self->_new_bop_required();
3998 my($method, $amount);
4000 if (ref($_[0]) eq 'HASH') {
4001 %options = %{$_[0]};
4002 $method = $options{method};
4003 $amount = $options{amount};
4005 ( $method, $amount ) = ( shift, shift );
4009 warn "$me realtime_bop: $method $amount\n";
4010 warn " $_ => $options{$_}\n" foreach keys %options;
4013 return "Amount must be greater than 0" unless $amount > 0;
4015 unless ( $options{'description'} ) {
4016 if ( $conf->exists('business-onlinepayment-description') ) {
4017 my $dtempl = $conf->config('business-onlinepayment-description');
4019 my $agent = $self->agent->agent;
4021 $options{'description'} = eval qq("$dtempl");
4023 $options{'description'} = 'Internet services';
4027 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4029 eval "use Business::OnlinePayment";
4032 my $payinfo = exists($options{'payinfo'})
4033 ? $options{'payinfo'}
4036 my %method2payby = (
4043 # check for banned credit card/ACH
4046 my $ban = qsearchs('banned_pay', {
4047 'payby' => $method2payby{$method},
4048 'payinfo' => md5_base64($payinfo),
4050 return "Banned credit card" if $ban;
4053 # set taxclass and trans_is_recur based on invnum if there is one
4057 my $trans_is_recur = 0;
4058 if ( $options{'invnum'} ) {
4060 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4061 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4064 map { $_->part_pkg }
4066 map { $_->cust_pkg }
4067 $cust_bill->cust_bill_pkg;
4069 my @taxclasses = map $_->taxclass, @part_pkg;
4070 $taxclass = $taxclasses[0]
4071 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4072 #different taxclasses
4074 if grep { $_->freq ne '0' } @part_pkg;
4082 #look for an agent gateway override first
4084 if ( $method eq 'CC' ) {
4085 $cardtype = cardtype($payinfo);
4086 } elsif ( $method eq 'ECHECK' ) {
4089 $cardtype = $method;
4093 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4094 cardtype => $cardtype,
4095 taxclass => $taxclass, } )
4096 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4098 taxclass => $taxclass, } )
4099 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4100 cardtype => $cardtype,
4102 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4104 taxclass => '', } );
4106 my $payment_gateway = '';
4107 my( $processor, $login, $password, $action, @bop_options );
4108 if ( $override ) { #use a payment gateway override
4110 $payment_gateway = $override->payment_gateway;
4112 $processor = $payment_gateway->gateway_module;
4113 $login = $payment_gateway->gateway_username;
4114 $password = $payment_gateway->gateway_password;
4115 $action = $payment_gateway->gateway_action;
4116 @bop_options = $payment_gateway->options;
4118 } else { #use the standard settings from the config
4120 ( $processor, $login, $password, $action, @bop_options ) =
4121 $self->default_payment_gateway($method);
4129 my $address = exists($options{'address1'})
4130 ? $options{'address1'}
4132 my $address2 = exists($options{'address2'})
4133 ? $options{'address2'}
4135 $address .= ", ". $address2 if length($address2);
4137 my $o_payname = exists($options{'payname'})
4138 ? $options{'payname'}
4140 my($payname, $payfirst, $paylast);
4141 if ( $o_payname && $method ne 'ECHECK' ) {
4142 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4143 or return "Illegal payname $payname";
4144 ($payfirst, $paylast) = ($1, $2);
4146 $payfirst = $self->getfield('first');
4147 $paylast = $self->getfield('last');
4148 $payname = "$payfirst $paylast";
4151 my @invoicing_list = $self->invoicing_list_emailonly;
4152 if ( $conf->exists('emailinvoiceautoalways')
4153 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4154 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4155 push @invoicing_list, $self->all_emails;
4158 my $email = ($conf->exists('business-onlinepayment-email-override'))
4159 ? $conf->config('business-onlinepayment-email-override')
4160 : $invoicing_list[0];
4164 my $payip = exists($options{'payip'})
4167 $content{customer_ip} = $payip
4170 $content{invoice_number} = $options{'invnum'}
4171 if exists($options{'invnum'}) && length($options{'invnum'});
4173 $content{email_customer} =
4174 ( $conf->exists('business-onlinepayment-email_customer')
4175 || $conf->exists('business-onlinepayment-email-override') );
4178 if ( $method eq 'CC' ) {
4180 $content{card_number} = $payinfo;
4181 $paydate = exists($options{'paydate'})
4182 ? $options{'paydate'}
4184 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4185 $content{expiration} = "$2/$1";
4187 my $paycvv = exists($options{'paycvv'})
4188 ? $options{'paycvv'}
4190 $content{cvv2} = $paycvv
4193 my $paystart_month = exists($options{'paystart_month'})
4194 ? $options{'paystart_month'}
4195 : $self->paystart_month;
4197 my $paystart_year = exists($options{'paystart_year'})
4198 ? $options{'paystart_year'}
4199 : $self->paystart_year;
4201 $content{card_start} = "$paystart_month/$paystart_year"
4202 if $paystart_month && $paystart_year;
4204 my $payissue = exists($options{'payissue'})
4205 ? $options{'payissue'}
4207 $content{issue_number} = $payissue if $payissue;
4209 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4210 'trans_is_recur' => $trans_is_recur,
4214 $content{recurring_billing} = 'YES';
4215 $content{acct_code} = 'rebill'
4216 if $conf->exists('credit_card-recurring_billing_acct_code');
4219 } elsif ( $method eq 'ECHECK' ) {
4220 ( $content{account_number}, $content{routing_code} ) =
4221 split('@', $payinfo);
4222 $content{bank_name} = $o_payname;
4223 $content{bank_state} = exists($options{'paystate'})
4224 ? $options{'paystate'}
4225 : $self->getfield('paystate');
4226 $content{account_type} = exists($options{'paytype'})
4227 ? uc($options{'paytype'}) || 'CHECKING'
4228 : uc($self->getfield('paytype')) || 'CHECKING';
4229 $content{account_name} = $payname;
4230 $content{customer_org} = $self->company ? 'B' : 'I';
4231 $content{state_id} = exists($options{'stateid'})
4232 ? $options{'stateid'}
4233 : $self->getfield('stateid');
4234 $content{state_id_state} = exists($options{'stateid_state'})
4235 ? $options{'stateid_state'}
4236 : $self->getfield('stateid_state');
4237 $content{customer_ssn} = exists($options{'ss'})
4240 } elsif ( $method eq 'LEC' ) {
4241 $content{phone} = $payinfo;
4245 # run transaction(s)
4248 my $balance = exists( $options{'balance'} )
4249 ? $options{'balance'}
4252 $self->select_for_update; #mutex ... just until we get our pending record in
4254 #the checks here are intended to catch concurrent payments
4255 #double-form-submission prevention is taken care of in cust_pay_pending::check
4258 return "The customer's balance has changed; $method transaction aborted."
4259 if $self->balance < $balance;
4260 #&& $self->balance < $amount; #might as well anyway?
4262 #also check and make sure there aren't *other* pending payments for this cust
4264 my @pending = qsearch('cust_pay_pending', {
4265 'custnum' => $self->custnum,
4266 'status' => { op=>'!=', value=>'done' }
4268 return "A payment is already being processed for this customer (".
4269 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4270 "); $method transaction aborted."
4271 if scalar(@pending);
4273 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4275 my $cust_pay_pending = new FS::cust_pay_pending {
4276 'custnum' => $self->custnum,
4277 #'invnum' => $options{'invnum'},
4280 'payby' => $method2payby{$method},
4281 'payinfo' => $payinfo,
4282 'paydate' => $paydate,
4283 'recurring_billing' => $content{recurring_billing},
4284 'pkgnum' => $options{'pkgnum'},
4286 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4288 $cust_pay_pending->payunique( $options{payunique} )
4289 if defined($options{payunique}) && length($options{payunique});
4290 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4291 return $cpp_new_err if $cpp_new_err;
4293 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4295 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4296 $transaction->content(
4299 'password' => $password,
4300 'action' => $action1,
4301 'description' => $options{'description'},
4302 'amount' => $amount,
4303 #'invoice_number' => $options{'invnum'},
4304 'customer_id' => $self->custnum,
4305 'last_name' => $paylast,
4306 'first_name' => $payfirst,
4308 'address' => $address,
4309 'city' => ( exists($options{'city'})
4312 'state' => ( exists($options{'state'})
4315 'zip' => ( exists($options{'zip'})
4318 'country' => ( exists($options{'country'})
4319 ? $options{'country'}
4321 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4323 'phone' => $self->daytime || $self->night,
4327 $cust_pay_pending->status('pending');
4328 my $cpp_pending_err = $cust_pay_pending->replace;
4329 return $cpp_pending_err if $cpp_pending_err;
4332 my $BOP_TESTING = 0;
4333 my $BOP_TESTING_SUCCESS = 1;
4335 unless ( $BOP_TESTING ) {
4336 $transaction->submit();
4338 if ( $BOP_TESTING_SUCCESS ) {
4339 $transaction->is_success(1);
4340 $transaction->authorization('fake auth');
4342 $transaction->is_success(0);
4343 $transaction->error_message('fake failure');
4347 if ( $transaction->is_success() && $action2 ) {
4349 $cust_pay_pending->status('authorized');
4350 my $cpp_authorized_err = $cust_pay_pending->replace;
4351 return $cpp_authorized_err if $cpp_authorized_err;
4353 my $auth = $transaction->authorization;
4354 my $ordernum = $transaction->can('order_number')
4355 ? $transaction->order_number
4359 new Business::OnlinePayment( $processor, @bop_options );
4366 password => $password,
4367 order_number => $ordernum,
4369 authorization => $auth,
4370 description => $options{'description'},
4373 foreach my $field (qw( authorization_source_code returned_ACI
4374 transaction_identifier validation_code
4375 transaction_sequence_num local_transaction_date
4376 local_transaction_time AVS_result_code )) {
4377 $capture{$field} = $transaction->$field() if $transaction->can($field);
4380 $capture->content( %capture );
4384 unless ( $capture->is_success ) {
4385 my $e = "Authorization successful but capture failed, custnum #".
4386 $self->custnum. ': '. $capture->result_code.
4387 ": ". $capture->error_message;
4394 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4395 my $cpp_captured_err = $cust_pay_pending->replace;
4396 return $cpp_captured_err if $cpp_captured_err;
4399 # remove paycvv after initial transaction
4402 #false laziness w/misc/process/payment.cgi - check both to make sure working
4404 if ( defined $self->dbdef_table->column('paycvv')
4405 && length($self->paycvv)
4406 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4408 my $error = $self->remove_cvv;
4410 warn "WARNING: error removing cvv: $error\n";
4418 if ( $transaction->is_success() ) {
4421 if ( $payment_gateway ) { # agent override
4422 $paybatch = $payment_gateway->gatewaynum. '-';
4425 $paybatch .= "$processor:". $transaction->authorization;
4427 $paybatch .= ':'. $transaction->order_number
4428 if $transaction->can('order_number')
4429 && length($transaction->order_number);
4431 my $cust_pay = new FS::cust_pay ( {
4432 'custnum' => $self->custnum,
4433 'invnum' => $options{'invnum'},
4436 'payby' => $method2payby{$method},
4437 'payinfo' => $payinfo,
4438 'paybatch' => $paybatch,
4439 'paydate' => $paydate,
4440 'pkgnum' => $options{'pkgnum'},
4442 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4443 $cust_pay->payunique( $options{payunique} )
4444 if defined($options{payunique}) && length($options{payunique});
4446 my $oldAutoCommit = $FS::UID::AutoCommit;
4447 local $FS::UID::AutoCommit = 0;
4450 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4452 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4455 $cust_pay->invnum(''); #try again with no specific invnum
4456 my $error2 = $cust_pay->insert( $options{'manual'} ?
4457 ( 'manual' => 1 ) : ()
4460 # gah. but at least we have a record of the state we had to abort in
4461 # from cust_pay_pending now.
4462 my $e = "WARNING: $method captured but payment not recorded - ".
4463 "error inserting payment ($processor): $error2".
4464 " (previously tried insert with invnum #$options{'invnum'}" .
4465 ": $error ) - pending payment saved as paypendingnum ".
4466 $cust_pay_pending->paypendingnum. "\n";
4472 if ( $options{'paynum_ref'} ) {
4473 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4476 $cust_pay_pending->status('done');
4477 $cust_pay_pending->statustext('captured');
4478 $cust_pay_pending->paynum($cust_pay->paynum);
4479 my $cpp_done_err = $cust_pay_pending->replace;
4481 if ( $cpp_done_err ) {
4483 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4484 my $e = "WARNING: $method captured but payment not recorded - ".
4485 "error updating status for paypendingnum ".
4486 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4492 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4494 if ( $options{'apply'} ) {
4495 my $apply_error = $self->apply_payments_and_credits;
4496 if ( $apply_error ) {
4497 warn "WARNING: error applying payment: $apply_error\n";
4498 #but we still should return no error cause the payment otherwise went
4503 return ''; #no error
4509 my $perror = "$processor error: ". $transaction->error_message;
4511 unless ( $transaction->error_message ) {
4514 if ( $transaction->can('response_page') ) {
4516 'page' => ( $transaction->can('response_page')
4517 ? $transaction->response_page
4520 'code' => ( $transaction->can('response_code')
4521 ? $transaction->response_code
4524 'headers' => ( $transaction->can('response_headers')
4525 ? $transaction->response_headers
4531 "No additional debugging information available for $processor";
4534 $perror .= "No error_message returned from $processor -- ".
4535 ( ref($t_response) ? Dumper($t_response) : $t_response );
4539 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4540 && $conf->exists('emaildecline')
4541 && grep { $_ ne 'POST' } $self->invoicing_list
4542 && ! grep { $transaction->error_message =~ /$_/ }
4543 $conf->config('emaildecline-exclude')
4545 my @templ = $conf->config('declinetemplate');
4546 my $template = new Text::Template (
4548 SOURCE => [ map "$_\n", @templ ],
4549 ) or return "($perror) can't create template: $Text::Template::ERROR";
4550 $template->compile()
4551 or return "($perror) can't compile template: $Text::Template::ERROR";
4555 scalar( $conf->config('company_name', $self->agentnum ) ),
4556 'company_address' =>
4557 join("\n", $conf->config('company_address', $self->agentnum ) ),
4558 'error' => $transaction->error_message,
4561 my $error = send_email(
4562 'from' => $conf->config('invoice_from', $self->agentnum ),
4563 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4564 'subject' => 'Your payment could not be processed',
4565 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4568 $perror .= " (also received error sending decline notification: $error)"
4573 $cust_pay_pending->status('done');
4574 $cust_pay_pending->statustext("declined: $perror");
4575 my $cpp_done_err = $cust_pay_pending->replace;
4576 if ( $cpp_done_err ) {
4577 my $e = "WARNING: $method declined but pending payment not resolved - ".
4578 "error updating status for paypendingnum ".
4579 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4581 $perror = "$e ($perror)";
4589 sub _bop_recurring_billing {
4590 my( $self, %opt ) = @_;
4592 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4594 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4596 return 1 if $opt{'trans_is_recur'};
4600 my %hash = ( 'custnum' => $self->custnum,
4605 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4606 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4617 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4619 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4620 via a Business::OnlinePayment realtime gateway. See
4621 L<http://420.am/business-onlinepayment> for supported gateways.
4623 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4625 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4627 Most gateways require a reference to an original payment transaction to refund,
4628 so you probably need to specify a I<paynum>.
4630 I<amount> defaults to the original amount of the payment if not specified.
4632 I<reason> specifies a reason for the refund.
4634 I<paydate> specifies the expiration date for a credit card overriding the
4635 value from the customer record or the payment record. Specified as yyyy-mm-dd
4637 Implementation note: If I<amount> is unspecified or equal to the amount of the
4638 orignal payment, first an attempt is made to "void" the transaction via
4639 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4640 the normal attempt is made to "refund" ("credit") the transaction via the
4641 gateway is attempted.
4643 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4644 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4645 #if set, will override the value from the customer record.
4647 #If an I<invnum> is specified, this payment (if successful) is applied to the
4648 #specified invoice. If you don't specify an I<invnum> you might want to
4649 #call the B<apply_payments> method.
4653 #some false laziness w/realtime_bop, not enough to make it worth merging
4654 #but some useful small subs should be pulled out
4655 sub realtime_refund_bop {
4658 return $self->_new_realtime_refund_bop(@_)
4659 if $self->_new_bop_required();
4661 my( $method, %options ) = @_;
4663 warn "$me realtime_refund_bop: $method refund\n";
4664 warn " $_ => $options{$_}\n" foreach keys %options;
4667 eval "use Business::OnlinePayment";
4671 # look up the original payment and optionally a gateway for that payment
4675 my $amount = $options{'amount'};
4677 my( $processor, $login, $password, @bop_options ) ;
4678 my( $auth, $order_number ) = ( '', '', '' );
4680 if ( $options{'paynum'} ) {
4682 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4683 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4684 or return "Unknown paynum $options{'paynum'}";
4685 $amount ||= $cust_pay->paid;
4687 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4688 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4689 $cust_pay->paybatch;
4690 my $gatewaynum = '';
4691 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4693 if ( $gatewaynum ) { #gateway for the payment to be refunded
4695 my $payment_gateway =
4696 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4697 die "payment gateway $gatewaynum not found"
4698 unless $payment_gateway;
4700 $processor = $payment_gateway->gateway_module;
4701 $login = $payment_gateway->gateway_username;
4702 $password = $payment_gateway->gateway_password;
4703 @bop_options = $payment_gateway->options;
4705 } else { #try the default gateway
4707 my( $conf_processor, $unused_action );
4708 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4709 $self->default_payment_gateway($method);
4711 return "processor of payment $options{'paynum'} $processor does not".
4712 " match default processor $conf_processor"
4713 unless $processor eq $conf_processor;
4718 } else { # didn't specify a paynum, so look for agent gateway overrides
4719 # like a normal transaction
4722 if ( $method eq 'CC' ) {
4723 $cardtype = cardtype($self->payinfo);
4724 } elsif ( $method eq 'ECHECK' ) {
4727 $cardtype = $method;
4730 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4731 cardtype => $cardtype,
4733 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4735 taxclass => '', } );
4737 if ( $override ) { #use a payment gateway override
4739 my $payment_gateway = $override->payment_gateway;
4741 $processor = $payment_gateway->gateway_module;
4742 $login = $payment_gateway->gateway_username;
4743 $password = $payment_gateway->gateway_password;
4744 #$action = $payment_gateway->gateway_action;
4745 @bop_options = $payment_gateway->options;
4747 } else { #use the standard settings from the config
4750 ( $processor, $login, $password, $unused_action, @bop_options ) =
4751 $self->default_payment_gateway($method);
4756 return "neither amount nor paynum specified" unless $amount;
4761 'password' => $password,
4762 'order_number' => $order_number,
4763 'amount' => $amount,
4764 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4766 $content{authorization} = $auth
4767 if length($auth); #echeck/ACH transactions have an order # but no auth
4768 #(at least with authorize.net)
4770 my $disable_void_after;
4771 if ($conf->exists('disable_void_after')
4772 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4773 $disable_void_after = $1;
4776 #first try void if applicable
4777 if ( $cust_pay && $cust_pay->paid == $amount
4779 ( not defined($disable_void_after) )
4780 || ( time < ($cust_pay->_date + $disable_void_after ) )
4783 warn " attempting void\n" if $DEBUG > 1;
4784 my $void = new Business::OnlinePayment( $processor, @bop_options );
4785 if ( $void->can('info') ) {
4786 if ( $cust_pay->payby eq 'CARD'
4787 && $void->info('CC_void_requires_card') )
4789 $content{'card_number'} = $cust_pay->payinfo
4790 } elsif ( $cust_pay->payby eq 'CHEK'
4791 && $void->info('ECHECK_void_requires_account') )
4793 ( $content{'account_number'}, $content{'routing_code'} ) =
4794 split('@', $cust_pay->payinfo);
4795 $content{'name'} = $self->get('first'). ' '. $self->get('last');
4798 $void->content( 'action' => 'void', %content );
4800 if ( $void->is_success ) {
4801 my $error = $cust_pay->void($options{'reason'});
4803 # gah, even with transactions.
4804 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4805 "error voiding payment: $error";
4809 warn " void successful\n" if $DEBUG > 1;
4814 warn " void unsuccessful, trying refund\n"
4818 my $address = $self->address1;
4819 $address .= ", ". $self->address2 if $self->address2;
4821 my($payname, $payfirst, $paylast);
4822 if ( $self->payname && $method ne 'ECHECK' ) {
4823 $payname = $self->payname;
4824 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4825 or return "Illegal payname $payname";
4826 ($payfirst, $paylast) = ($1, $2);
4828 $payfirst = $self->getfield('first');
4829 $paylast = $self->getfield('last');
4830 $payname = "$payfirst $paylast";
4833 my @invoicing_list = $self->invoicing_list_emailonly;
4834 if ( $conf->exists('emailinvoiceautoalways')
4835 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4836 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4837 push @invoicing_list, $self->all_emails;
4840 my $email = ($conf->exists('business-onlinepayment-email-override'))
4841 ? $conf->config('business-onlinepayment-email-override')
4842 : $invoicing_list[0];
4844 my $payip = exists($options{'payip'})
4847 $content{customer_ip} = $payip
4851 if ( $method eq 'CC' ) {
4854 $content{card_number} = $payinfo = $cust_pay->payinfo;
4855 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4856 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4857 ($content{expiration} = "$2/$1"); # where available
4859 $content{card_number} = $payinfo = $self->payinfo;
4860 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4861 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4862 $content{expiration} = "$2/$1";
4865 } elsif ( $method eq 'ECHECK' ) {
4868 $payinfo = $cust_pay->payinfo;
4870 $payinfo = $self->payinfo;
4872 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4873 $content{bank_name} = $self->payname;
4874 $content{account_type} = 'CHECKING';
4875 $content{account_name} = $payname;
4876 $content{customer_org} = $self->company ? 'B' : 'I';
4877 $content{customer_ssn} = $self->ss;
4878 } elsif ( $method eq 'LEC' ) {
4879 $content{phone} = $payinfo = $self->payinfo;
4883 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4884 my %sub_content = $refund->content(
4885 'action' => 'credit',
4886 'customer_id' => $self->custnum,
4887 'last_name' => $paylast,
4888 'first_name' => $payfirst,
4890 'address' => $address,
4891 'city' => $self->city,
4892 'state' => $self->state,
4893 'zip' => $self->zip,
4894 'country' => $self->country,
4896 'phone' => $self->daytime || $self->night,
4899 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4903 return "$processor error: ". $refund->error_message
4904 unless $refund->is_success();
4906 my %method2payby = (
4912 my $paybatch = "$processor:". $refund->authorization;
4913 $paybatch .= ':'. $refund->order_number
4914 if $refund->can('order_number') && $refund->order_number;
4916 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4917 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4918 last unless @cust_bill_pay;
4919 my $cust_bill_pay = pop @cust_bill_pay;
4920 my $error = $cust_bill_pay->delete;
4924 my $cust_refund = new FS::cust_refund ( {
4925 'custnum' => $self->custnum,
4926 'paynum' => $options{'paynum'},
4927 'refund' => $amount,
4929 'payby' => $method2payby{$method},
4930 'payinfo' => $payinfo,
4931 'paybatch' => $paybatch,
4932 'reason' => $options{'reason'} || 'card or ACH refund',
4934 my $error = $cust_refund->insert;
4936 $cust_refund->paynum(''); #try again with no specific paynum
4937 my $error2 = $cust_refund->insert;
4939 # gah, even with transactions.
4940 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4941 "error inserting refund ($processor): $error2".
4942 " (previously tried insert with paynum #$options{'paynum'}" .
4953 # does the configuration indicate the new bop routines are required?
4955 sub _new_bop_required {
4958 my $botpp = 'Business::OnlineThirdPartyPayment';
4961 if ( ( $conf->exists('business-onlinepayment-namespace')
4962 && $conf->config('business-onlinepayment-namespace') eq $botpp
4964 or scalar( grep { $_->gateway_namespace eq $botpp }
4965 qsearch( 'payment_gateway', { 'disabled' => '' } )
4973 =item realtime_collect [ OPTION => VALUE ... ]
4975 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4976 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4977 gateway. See L<http://420.am/business-onlinepayment> and
4978 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4980 On failure returns an error message.
4982 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.
4984 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4986 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4987 then it is deduced from the customer record.
4989 If no I<amount> is specified, then the customer balance is used.
4991 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4992 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4993 if set, will override the value from the customer record.
4995 I<description> is a free-text field passed to the gateway. It defaults to
4996 the value defined by the business-onlinepayment-description configuration
4997 option, or "Internet services" if that is unset.
4999 If an I<invnum> is specified, this payment (if successful) is applied to the
5000 specified invoice. If you don't specify an I<invnum> you might want to
5001 call the B<apply_payments> method or set the I<apply> option.
5003 I<apply> can be set to true to apply a resulting payment.
5005 I<quiet> can be set true to surpress email decline notices.
5007 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5008 resulting paynum, if any.
5010 I<payunique> is a unique identifier for this payment.
5012 I<session_id> is a session identifier associated with this payment.
5014 I<depend_jobnum> allows payment capture to unlock export jobs
5018 sub realtime_collect {
5019 my( $self, %options ) = @_;
5022 warn "$me realtime_collect:\n";
5023 warn " $_ => $options{$_}\n" foreach keys %options;
5026 $options{amount} = $self->balance unless exists( $options{amount} );
5027 $options{method} = FS::payby->payby2bop($self->payby)
5028 unless exists( $options{method} );
5030 return $self->realtime_bop({%options});
5034 =item _realtime_bop { [ ARG => VALUE ... ] }
5036 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5037 via a Business::OnlinePayment realtime gateway. See
5038 L<http://420.am/business-onlinepayment> for supported gateways.
5040 Required arguments in the hashref are I<method>, and I<amount>
5042 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5044 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5046 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5047 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5048 if set, will override the value from the customer record.
5050 I<description> is a free-text field passed to the gateway. It defaults to
5051 the value defined by the business-onlinepayment-description configuration
5052 option, or "Internet services" if that is unset.
5054 If an I<invnum> is specified, this payment (if successful) is applied to the
5055 specified invoice. If you don't specify an I<invnum> you might want to
5056 call the B<apply_payments> method.
5058 I<quiet> can be set true to surpress email decline notices.
5060 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5061 resulting paynum, if any.
5063 I<payunique> is a unique identifier for this payment.
5065 I<session_id> is a session identifier associated with this payment.
5067 I<depend_jobnum> allows payment capture to unlock export jobs
5069 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5073 # some helper routines
5074 sub _payment_gateway {
5075 my ($self, $options) = @_;
5077 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5078 unless exists($options->{payment_gateway});
5080 $options->{payment_gateway};
5084 my ($self, $options) = @_;
5087 'login' => $options->{payment_gateway}->gateway_username,
5088 'password' => $options->{payment_gateway}->gateway_password,
5093 my ($self, $options) = @_;
5095 $options->{payment_gateway}->gatewaynum
5096 ? $options->{payment_gateway}->options
5097 : @{ $options->{payment_gateway}->get('options') };
5101 my ($self, $options) = @_;
5103 unless ( $options->{'description'} ) {
5104 if ( $conf->exists('business-onlinepayment-description') ) {
5105 my $dtempl = $conf->config('business-onlinepayment-description');
5107 my $agent = $self->agent->agent;
5109 $options->{'description'} = eval qq("$dtempl");
5111 $options->{'description'} = 'Internet services';
5115 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5116 $options->{invnum} ||= '';
5117 $options->{payname} = $self->payname unless exists( $options->{payname} );
5121 my ($self, $options) = @_;
5124 $content{address} = exists($options->{'address1'})
5125 ? $options->{'address1'}
5127 my $address2 = exists($options->{'address2'})
5128 ? $options->{'address2'}
5130 $content{address} .= ", ". $address2 if length($address2);
5132 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5133 $content{customer_ip} = $payip if length($payip);
5135 $content{invoice_number} = $options->{'invnum'}
5136 if exists($options->{'invnum'}) && length($options->{'invnum'});
5138 $content{email_customer} =
5139 ( $conf->exists('business-onlinepayment-email_customer')
5140 || $conf->exists('business-onlinepayment-email-override') );
5142 $content{payfirst} = $self->getfield('first');
5143 $content{paylast} = $self->getfield('last');
5145 $content{account_name} = "$content{payfirst} $content{paylast}"
5146 if $options->{method} eq 'ECHECK';
5148 $content{name} = $options->{payname};
5149 $content{name} = $content{account_name} if exists($content{account_name});
5151 $content{city} = exists($options->{city})
5154 $content{state} = exists($options->{state})
5157 $content{zip} = exists($options->{zip})
5160 $content{country} = exists($options->{country})
5161 ? $options->{country}
5163 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5164 $content{phone} = $self->daytime || $self->night;
5169 my %bop_method2payby = (
5175 sub _new_realtime_bop {
5179 if (ref($_[0]) eq 'HASH') {
5180 %options = %{$_[0]};
5182 my ( $method, $amount ) = ( shift, shift );
5184 $options{method} = $method;
5185 $options{amount} = $amount;
5189 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5190 warn " $_ => $options{$_}\n" foreach keys %options;
5193 return $self->fake_bop(%options) if $options{'fake'};
5195 $self->_bop_defaults(\%options);
5198 # set trans_is_recur based on invnum if there is one
5201 my $trans_is_recur = 0;
5202 if ( $options{'invnum'} ) {
5204 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5205 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5208 map { $_->part_pkg }
5210 map { $_->cust_pkg }
5211 $cust_bill->cust_bill_pkg;
5214 if grep { $_->freq ne '0' } @part_pkg;
5222 my $payment_gateway = $self->_payment_gateway( \%options );
5223 my $namespace = $payment_gateway->gateway_namespace;
5225 eval "use $namespace";
5229 # check for banned credit card/ACH
5232 my $ban = qsearchs('banned_pay', {
5233 'payby' => $bop_method2payby{$options{method}},
5234 'payinfo' => md5_base64($options{payinfo}),
5236 return "Banned credit card" if $ban;
5242 my (%bop_content) = $self->_bop_content(\%options);
5244 if ( $options{method} ne 'ECHECK' ) {
5245 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5246 or return "Illegal payname $options{payname}";
5247 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5250 my @invoicing_list = $self->invoicing_list_emailonly;
5251 if ( $conf->exists('emailinvoiceautoalways')
5252 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5253 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5254 push @invoicing_list, $self->all_emails;
5257 my $email = ($conf->exists('business-onlinepayment-email-override'))
5258 ? $conf->config('business-onlinepayment-email-override')
5259 : $invoicing_list[0];
5263 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5265 $content{card_number} = $options{payinfo};
5266 $paydate = exists($options{'paydate'})
5267 ? $options{'paydate'}
5269 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5270 $content{expiration} = "$2/$1";
5272 my $paycvv = exists($options{'paycvv'})
5273 ? $options{'paycvv'}
5275 $content{cvv2} = $paycvv
5278 my $paystart_month = exists($options{'paystart_month'})
5279 ? $options{'paystart_month'}
5280 : $self->paystart_month;
5282 my $paystart_year = exists($options{'paystart_year'})
5283 ? $options{'paystart_year'}
5284 : $self->paystart_year;
5286 $content{card_start} = "$paystart_month/$paystart_year"
5287 if $paystart_month && $paystart_year;
5289 my $payissue = exists($options{'payissue'})
5290 ? $options{'payissue'}
5292 $content{issue_number} = $payissue if $payissue;
5294 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5295 'trans_is_recur' => $trans_is_recur,
5299 $content{recurring_billing} = 'YES';
5300 $content{acct_code} = 'rebill'
5301 if $conf->exists('credit_card-recurring_billing_acct_code');
5304 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5305 ( $content{account_number}, $content{routing_code} ) =
5306 split('@', $options{payinfo});
5307 $content{bank_name} = $options{payname};
5308 $content{bank_state} = exists($options{'paystate'})
5309 ? $options{'paystate'}
5310 : $self->getfield('paystate');
5311 $content{account_type} = exists($options{'paytype'})
5312 ? uc($options{'paytype'}) || 'CHECKING'
5313 : uc($self->getfield('paytype')) || 'CHECKING';
5314 $content{customer_org} = $self->company ? 'B' : 'I';
5315 $content{state_id} = exists($options{'stateid'})
5316 ? $options{'stateid'}
5317 : $self->getfield('stateid');
5318 $content{state_id_state} = exists($options{'stateid_state'})
5319 ? $options{'stateid_state'}
5320 : $self->getfield('stateid_state');
5321 $content{customer_ssn} = exists($options{'ss'})
5324 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5325 $content{phone} = $options{payinfo};
5326 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5333 # run transaction(s)
5336 my $balance = exists( $options{'balance'} )
5337 ? $options{'balance'}
5340 $self->select_for_update; #mutex ... just until we get our pending record in
5342 #the checks here are intended to catch concurrent payments
5343 #double-form-submission prevention is taken care of in cust_pay_pending::check
5346 return "The customer's balance has changed; $options{method} transaction aborted."
5347 if $self->balance < $balance;
5348 #&& $self->balance < $options{amount}; #might as well anyway?
5350 #also check and make sure there aren't *other* pending payments for this cust
5352 my @pending = qsearch('cust_pay_pending', {
5353 'custnum' => $self->custnum,
5354 'status' => { op=>'!=', value=>'done' }
5356 return "A payment is already being processed for this customer (".
5357 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5358 "); $options{method} transaction aborted."
5359 if scalar(@pending);
5361 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5363 my $cust_pay_pending = new FS::cust_pay_pending {
5364 'custnum' => $self->custnum,
5365 #'invnum' => $options{'invnum'},
5366 'paid' => $options{amount},
5368 'payby' => $bop_method2payby{$options{method}},
5369 'payinfo' => $options{payinfo},
5370 'paydate' => $paydate,
5371 'recurring_billing' => $content{recurring_billing},
5372 'pkgnum' => $options{'pkgnum'},
5374 'gatewaynum' => $payment_gateway->gatewaynum || '',
5375 'session_id' => $options{session_id} || '',
5376 'jobnum' => $options{depend_jobnum} || '',
5378 $cust_pay_pending->payunique( $options{payunique} )
5379 if defined($options{payunique}) && length($options{payunique});
5380 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5381 return $cpp_new_err if $cpp_new_err;
5383 my( $action1, $action2 ) =
5384 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5386 my $transaction = new $namespace( $payment_gateway->gateway_module,
5387 $self->_bop_options(\%options),
5390 $transaction->content(
5391 'type' => $options{method},
5392 $self->_bop_auth(\%options),
5393 'action' => $action1,
5394 'description' => $options{'description'},
5395 'amount' => $options{amount},
5396 #'invoice_number' => $options{'invnum'},
5397 'customer_id' => $self->custnum,
5399 'reference' => $cust_pay_pending->paypendingnum, #for now
5404 $cust_pay_pending->status('pending');
5405 my $cpp_pending_err = $cust_pay_pending->replace;
5406 return $cpp_pending_err if $cpp_pending_err;
5409 my $BOP_TESTING = 0;
5410 my $BOP_TESTING_SUCCESS = 1;
5412 unless ( $BOP_TESTING ) {
5413 $transaction->submit();
5415 if ( $BOP_TESTING_SUCCESS ) {
5416 $transaction->is_success(1);
5417 $transaction->authorization('fake auth');
5419 $transaction->is_success(0);
5420 $transaction->error_message('fake failure');
5424 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5426 return { reference => $cust_pay_pending->paypendingnum,
5427 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5429 } elsif ( $transaction->is_success() && $action2 ) {
5431 $cust_pay_pending->status('authorized');
5432 my $cpp_authorized_err = $cust_pay_pending->replace;
5433 return $cpp_authorized_err if $cpp_authorized_err;
5435 my $auth = $transaction->authorization;
5436 my $ordernum = $transaction->can('order_number')
5437 ? $transaction->order_number
5441 new Business::OnlinePayment( $payment_gateway->gateway_module,
5442 $self->_bop_options(\%options),
5447 type => $options{method},
5449 $self->_bop_auth(\%options),
5450 order_number => $ordernum,
5451 amount => $options{amount},
5452 authorization => $auth,
5453 description => $options{'description'},
5456 foreach my $field (qw( authorization_source_code returned_ACI
5457 transaction_identifier validation_code
5458 transaction_sequence_num local_transaction_date
5459 local_transaction_time AVS_result_code )) {
5460 $capture{$field} = $transaction->$field() if $transaction->can($field);
5463 $capture->content( %capture );
5467 unless ( $capture->is_success ) {
5468 my $e = "Authorization successful but capture failed, custnum #".
5469 $self->custnum. ': '. $capture->result_code.
5470 ": ". $capture->error_message;
5478 # remove paycvv after initial transaction
5481 #false laziness w/misc/process/payment.cgi - check both to make sure working
5483 if ( defined $self->dbdef_table->column('paycvv')
5484 && length($self->paycvv)
5485 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5487 my $error = $self->remove_cvv;
5489 warn "WARNING: error removing cvv: $error\n";
5497 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5509 if (ref($_[0]) eq 'HASH') {
5510 %options = %{$_[0]};
5512 my ( $method, $amount ) = ( shift, shift );
5514 $options{method} = $method;
5515 $options{amount} = $amount;
5518 if ( $options{'fake_failure'} ) {
5519 return "Error: No error; test failure requested with fake_failure";
5523 #if ( $payment_gateway->gatewaynum ) { # agent override
5524 # $paybatch = $payment_gateway->gatewaynum. '-';
5527 #$paybatch .= "$processor:". $transaction->authorization;
5529 #$paybatch .= ':'. $transaction->order_number
5530 # if $transaction->can('order_number')
5531 # && length($transaction->order_number);
5533 my $paybatch = 'FakeProcessor:54:32';
5535 my $cust_pay = new FS::cust_pay ( {
5536 'custnum' => $self->custnum,
5537 'invnum' => $options{'invnum'},
5538 'paid' => $options{amount},
5540 'payby' => $bop_method2payby{$options{method}},
5541 #'payinfo' => $payinfo,
5542 'payinfo' => '4111111111111111',
5543 'paybatch' => $paybatch,
5544 #'paydate' => $paydate,
5545 'paydate' => '2012-05-01',
5547 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5549 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5552 $cust_pay->invnum(''); #try again with no specific invnum
5553 my $error2 = $cust_pay->insert( $options{'manual'} ?
5554 ( 'manual' => 1 ) : ()
5557 # gah, even with transactions.
5558 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5559 "error inserting (fake!) payment: $error2".
5560 " (previously tried insert with invnum #$options{'invnum'}" .
5567 if ( $options{'paynum_ref'} ) {
5568 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5571 return ''; #no error
5576 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5578 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5579 # phone bill transaction.
5581 sub _realtime_bop_result {
5582 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5584 warn "$me _realtime_bop_result: pending transaction ".
5585 $cust_pay_pending->paypendingnum. "\n";
5586 warn " $_ => $options{$_}\n" foreach keys %options;
5589 my $payment_gateway = $options{payment_gateway}
5590 or return "no payment gateway in arguments to _realtime_bop_result";
5592 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5593 my $cpp_captured_err = $cust_pay_pending->replace;
5594 return $cpp_captured_err if $cpp_captured_err;
5596 if ( $transaction->is_success() ) {
5599 if ( $payment_gateway->gatewaynum ) { # agent override
5600 $paybatch = $payment_gateway->gatewaynum. '-';
5603 $paybatch .= $payment_gateway->gateway_module. ":".
5604 $transaction->authorization;
5606 $paybatch .= ':'. $transaction->order_number
5607 if $transaction->can('order_number')
5608 && length($transaction->order_number);
5610 my $cust_pay = new FS::cust_pay ( {
5611 'custnum' => $self->custnum,
5612 'invnum' => $options{'invnum'},
5613 'paid' => $cust_pay_pending->paid,
5615 'payby' => $cust_pay_pending->payby,
5616 #'payinfo' => $payinfo,
5617 'paybatch' => $paybatch,
5618 'paydate' => $cust_pay_pending->paydate,
5619 'pkgnum' => $cust_pay_pending->pkgnum,
5621 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5622 $cust_pay->payunique( $options{payunique} )
5623 if defined($options{payunique}) && length($options{payunique});
5625 my $oldAutoCommit = $FS::UID::AutoCommit;
5626 local $FS::UID::AutoCommit = 0;
5629 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5631 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5634 $cust_pay->invnum(''); #try again with no specific invnum
5635 my $error2 = $cust_pay->insert( $options{'manual'} ?
5636 ( 'manual' => 1 ) : ()
5639 # gah. but at least we have a record of the state we had to abort in
5640 # from cust_pay_pending now.
5641 my $e = "WARNING: $options{method} captured but payment not recorded -".
5642 " error inserting payment (". $payment_gateway->gateway_module.
5644 " (previously tried insert with invnum #$options{'invnum'}" .
5645 ": $error ) - pending payment saved as paypendingnum ".
5646 $cust_pay_pending->paypendingnum. "\n";
5652 my $jobnum = $cust_pay_pending->jobnum;
5654 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5656 unless ( $placeholder ) {
5657 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5658 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5659 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5664 $error = $placeholder->delete;
5667 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5668 my $e = "WARNING: $options{method} captured but could not delete ".
5669 "job $jobnum for paypendingnum ".
5670 $cust_pay_pending->paypendingnum. ": $error\n";
5677 if ( $options{'paynum_ref'} ) {
5678 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5681 $cust_pay_pending->status('done');
5682 $cust_pay_pending->statustext('captured');
5683 $cust_pay_pending->paynum($cust_pay->paynum);
5684 my $cpp_done_err = $cust_pay_pending->replace;
5686 if ( $cpp_done_err ) {
5688 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5689 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5690 "error updating status for paypendingnum ".
5691 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5697 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5699 if ( $options{'apply'} ) {
5700 my $apply_error = $self->apply_payments_and_credits;
5701 if ( $apply_error ) {
5702 warn "WARNING: error applying payment: $apply_error\n";
5703 #but we still should return no error cause the payment otherwise went
5708 return ''; #no error
5714 my $perror = $payment_gateway->gateway_module. " error: ".
5715 $transaction->error_message;
5717 my $jobnum = $cust_pay_pending->jobnum;
5719 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5721 if ( $placeholder ) {
5722 my $error = $placeholder->depended_delete;
5723 $error ||= $placeholder->delete;
5724 warn "error removing provisioning jobs after declined paypendingnum ".
5725 $cust_pay_pending->paypendingnum. "\n";
5727 my $e = "error finding job $jobnum for declined paypendingnum ".
5728 $cust_pay_pending->paypendingnum. "\n";
5734 unless ( $transaction->error_message ) {
5737 if ( $transaction->can('response_page') ) {
5739 'page' => ( $transaction->can('response_page')
5740 ? $transaction->response_page
5743 'code' => ( $transaction->can('response_code')
5744 ? $transaction->response_code
5747 'headers' => ( $transaction->can('response_headers')
5748 ? $transaction->response_headers
5754 "No additional debugging information available for ".
5755 $payment_gateway->gateway_module;
5758 $perror .= "No error_message returned from ".
5759 $payment_gateway->gateway_module. " -- ".
5760 ( ref($t_response) ? Dumper($t_response) : $t_response );
5764 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5765 && $conf->exists('emaildecline')
5766 && grep { $_ ne 'POST' } $self->invoicing_list
5767 && ! grep { $transaction->error_message =~ /$_/ }
5768 $conf->config('emaildecline-exclude')
5770 my @templ = $conf->config('declinetemplate');
5771 my $template = new Text::Template (
5773 SOURCE => [ map "$_\n", @templ ],
5774 ) or return "($perror) can't create template: $Text::Template::ERROR";
5775 $template->compile()
5776 or return "($perror) can't compile template: $Text::Template::ERROR";
5780 scalar( $conf->config('company_name', $self->agentnum ) ),
5781 'company_address' =>
5782 join("\n", $conf->config('company_address', $self->agentnum ) ),
5783 'error' => $transaction->error_message,
5786 my $error = send_email(
5787 'from' => $conf->config('invoice_from', $self->agentnum ),
5788 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5789 'subject' => 'Your payment could not be processed',
5790 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5793 $perror .= " (also received error sending decline notification: $error)"
5798 $cust_pay_pending->status('done');
5799 $cust_pay_pending->statustext("declined: $perror");
5800 my $cpp_done_err = $cust_pay_pending->replace;
5801 if ( $cpp_done_err ) {
5802 my $e = "WARNING: $options{method} declined but pending payment not ".
5803 "resolved - error updating status for paypendingnum ".
5804 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5806 $perror = "$e ($perror)";
5814 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5816 Verifies successful third party processing of a realtime credit card,
5817 ACH (electronic check) or phone bill transaction via a
5818 Business::OnlineThirdPartyPayment realtime gateway. See
5819 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5821 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5823 The additional options I<payname>, I<city>, I<state>,
5824 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5825 if set, will override the value from the customer record.
5827 I<description> is a free-text field passed to the gateway. It defaults to
5828 "Internet services".
5830 If an I<invnum> is specified, this payment (if successful) is applied to the
5831 specified invoice. If you don't specify an I<invnum> you might want to
5832 call the B<apply_payments> method.
5834 I<quiet> can be set true to surpress email decline notices.
5836 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5837 resulting paynum, if any.
5839 I<payunique> is a unique identifier for this payment.
5841 Returns a hashref containing elements bill_error (which will be undefined
5842 upon success) and session_id of any associated session.
5846 sub realtime_botpp_capture {
5847 my( $self, $cust_pay_pending, %options ) = @_;
5849 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5850 warn " $_ => $options{$_}\n" foreach keys %options;
5853 eval "use Business::OnlineThirdPartyPayment";
5857 # select the gateway
5860 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5862 my $payment_gateway = $cust_pay_pending->gatewaynum
5863 ? qsearchs( 'payment_gateway',
5864 { gatewaynum => $cust_pay_pending->gatewaynum }
5866 : $self->agent->payment_gateway( 'method' => $method,
5867 # 'invnum' => $cust_pay_pending->invnum,
5868 # 'payinfo' => $cust_pay_pending->payinfo,
5871 $options{payment_gateway} = $payment_gateway; # for the helper subs
5877 my @invoicing_list = $self->invoicing_list_emailonly;
5878 if ( $conf->exists('emailinvoiceautoalways')
5879 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5880 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5881 push @invoicing_list, $self->all_emails;
5884 my $email = ($conf->exists('business-onlinepayment-email-override'))
5885 ? $conf->config('business-onlinepayment-email-override')
5886 : $invoicing_list[0];
5890 $content{email_customer} =
5891 ( $conf->exists('business-onlinepayment-email_customer')
5892 || $conf->exists('business-onlinepayment-email-override') );
5895 # run transaction(s)
5899 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5900 $self->_bop_options(\%options),
5903 $transaction->reference({ %options });
5905 $transaction->content(
5907 $self->_bop_auth(\%options),
5908 'action' => 'Post Authorization',
5909 'description' => $options{'description'},
5910 'amount' => $cust_pay_pending->paid,
5911 #'invoice_number' => $options{'invnum'},
5912 'customer_id' => $self->custnum,
5913 'referer' => 'http://cleanwhisker.420.am/',
5914 'reference' => $cust_pay_pending->paypendingnum,
5916 'phone' => $self->daytime || $self->night,
5918 # plus whatever is required for bogus capture avoidance
5921 $transaction->submit();
5924 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5927 bill_error => $error,
5928 session_id => $cust_pay_pending->session_id,
5933 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5937 sub default_payment_gateway {
5938 my( $self, $method ) = @_;
5940 die "Real-time processing not enabled\n"
5941 unless $conf->exists('business-onlinepayment');
5943 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5946 my $bop_config = 'business-onlinepayment';
5947 $bop_config .= '-ach'
5948 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5949 my ( $processor, $login, $password, $action, @bop_options ) =
5950 $conf->config($bop_config);
5951 $action ||= 'normal authorization';
5952 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5953 die "No real-time processor is enabled - ".
5954 "did you set the business-onlinepayment configuration value?\n"
5957 ( $processor, $login, $password, $action, @bop_options )
5962 Removes the I<paycvv> field from the database directly.
5964 If there is an error, returns the error, otherwise returns false.
5970 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5971 or return dbh->errstr;
5972 $sth->execute($self->custnum)
5973 or return $sth->errstr;
5978 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5980 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5981 via a Business::OnlinePayment realtime gateway. See
5982 L<http://420.am/business-onlinepayment> for supported gateways.
5984 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5986 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5988 Most gateways require a reference to an original payment transaction to refund,
5989 so you probably need to specify a I<paynum>.
5991 I<amount> defaults to the original amount of the payment if not specified.
5993 I<reason> specifies a reason for the refund.
5995 I<paydate> specifies the expiration date for a credit card overriding the
5996 value from the customer record or the payment record. Specified as yyyy-mm-dd
5998 Implementation note: If I<amount> is unspecified or equal to the amount of the
5999 orignal payment, first an attempt is made to "void" the transaction via
6000 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6001 the normal attempt is made to "refund" ("credit") the transaction via the
6002 gateway is attempted.
6004 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6005 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6006 #if set, will override the value from the customer record.
6008 #If an I<invnum> is specified, this payment (if successful) is applied to the
6009 #specified invoice. If you don't specify an I<invnum> you might want to
6010 #call the B<apply_payments> method.
6014 #some false laziness w/realtime_bop, not enough to make it worth merging
6015 #but some useful small subs should be pulled out
6016 sub _new_realtime_refund_bop {
6020 if (ref($_[0]) ne 'HASH') {
6021 %options = %{$_[0]};
6025 $options{method} = $method;
6029 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6030 warn " $_ => $options{$_}\n" foreach keys %options;
6034 # look up the original payment and optionally a gateway for that payment
6038 my $amount = $options{'amount'};
6040 my( $processor, $login, $password, @bop_options, $namespace ) ;
6041 my( $auth, $order_number ) = ( '', '', '' );
6043 if ( $options{'paynum'} ) {
6045 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6046 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6047 or return "Unknown paynum $options{'paynum'}";
6048 $amount ||= $cust_pay->paid;
6050 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6051 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6052 $cust_pay->paybatch;
6053 my $gatewaynum = '';
6054 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6056 if ( $gatewaynum ) { #gateway for the payment to be refunded
6058 my $payment_gateway =
6059 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6060 die "payment gateway $gatewaynum not found"
6061 unless $payment_gateway;
6063 $processor = $payment_gateway->gateway_module;
6064 $login = $payment_gateway->gateway_username;
6065 $password = $payment_gateway->gateway_password;
6066 $namespace = $payment_gateway->gateway_namespace;
6067 @bop_options = $payment_gateway->options;
6069 } else { #try the default gateway
6072 my $payment_gateway =
6073 $self->agent->payment_gateway('method' => $options{method});
6075 ( $conf_processor, $login, $password, $namespace ) =
6076 map { my $method = "gateway_$_"; $payment_gateway->$method }
6077 qw( module username password namespace );
6079 @bop_options = $payment_gateway->gatewaynum
6080 ? $payment_gateway->options
6081 : @{ $payment_gateway->get('options') };
6083 return "processor of payment $options{'paynum'} $processor does not".
6084 " match default processor $conf_processor"
6085 unless $processor eq $conf_processor;
6090 } else { # didn't specify a paynum, so look for agent gateway overrides
6091 # like a normal transaction
6093 my $payment_gateway =
6094 $self->agent->payment_gateway( 'method' => $options{method},
6095 #'payinfo' => $payinfo,
6097 my( $processor, $login, $password, $namespace ) =
6098 map { my $method = "gateway_$_"; $payment_gateway->$method }
6099 qw( module username password namespace );
6101 my @bop_options = $payment_gateway->gatewaynum
6102 ? $payment_gateway->options
6103 : @{ $payment_gateway->get('options') };
6106 return "neither amount nor paynum specified" unless $amount;
6108 eval "use $namespace";
6112 'type' => $options{method},
6114 'password' => $password,
6115 'order_number' => $order_number,
6116 'amount' => $amount,
6117 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6119 $content{authorization} = $auth
6120 if length($auth); #echeck/ACH transactions have an order # but no auth
6121 #(at least with authorize.net)
6123 my $disable_void_after;
6124 if ($conf->exists('disable_void_after')
6125 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6126 $disable_void_after = $1;
6129 #first try void if applicable
6130 if ( $cust_pay && $cust_pay->paid == $amount
6132 ( not defined($disable_void_after) )
6133 || ( time < ($cust_pay->_date + $disable_void_after ) )
6136 warn " attempting void\n" if $DEBUG > 1;
6137 my $void = new Business::OnlinePayment( $processor, @bop_options );
6138 if ( $void->can('info') ) {
6139 if ( $cust_pay->payby eq 'CARD'
6140 && $void->info('CC_void_requires_card') )
6142 $content{'card_number'} = $cust_pay->payinfo;
6143 } elsif ( $cust_pay->payby eq 'CHEK'
6144 && $void->info('ECHECK_void_requires_account') )
6146 ( $content{'account_number'}, $content{'routing_code'} ) =
6147 split('@', $cust_pay->payinfo);
6148 $content{'name'} = $self->get('first'). ' '. $self->get('last');
6151 $void->content( 'action' => 'void', %content );
6153 if ( $void->is_success ) {
6154 my $error = $cust_pay->void($options{'reason'});
6156 # gah, even with transactions.
6157 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6158 "error voiding payment: $error";
6162 warn " void successful\n" if $DEBUG > 1;
6167 warn " void unsuccessful, trying refund\n"
6171 my $address = $self->address1;
6172 $address .= ", ". $self->address2 if $self->address2;
6174 my($payname, $payfirst, $paylast);
6175 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6176 $payname = $self->payname;
6177 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6178 or return "Illegal payname $payname";
6179 ($payfirst, $paylast) = ($1, $2);
6181 $payfirst = $self->getfield('first');
6182 $paylast = $self->getfield('last');
6183 $payname = "$payfirst $paylast";
6186 my @invoicing_list = $self->invoicing_list_emailonly;
6187 if ( $conf->exists('emailinvoiceautoalways')
6188 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6189 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6190 push @invoicing_list, $self->all_emails;
6193 my $email = ($conf->exists('business-onlinepayment-email-override'))
6194 ? $conf->config('business-onlinepayment-email-override')
6195 : $invoicing_list[0];
6197 my $payip = exists($options{'payip'})
6200 $content{customer_ip} = $payip
6204 if ( $options{method} eq 'CC' ) {
6207 $content{card_number} = $payinfo = $cust_pay->payinfo;
6208 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6209 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6210 ($content{expiration} = "$2/$1"); # where available
6212 $content{card_number} = $payinfo = $self->payinfo;
6213 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6214 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6215 $content{expiration} = "$2/$1";
6218 } elsif ( $options{method} eq 'ECHECK' ) {
6221 $payinfo = $cust_pay->payinfo;
6223 $payinfo = $self->payinfo;
6225 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6226 $content{bank_name} = $self->payname;
6227 $content{account_type} = 'CHECKING';
6228 $content{account_name} = $payname;
6229 $content{customer_org} = $self->company ? 'B' : 'I';
6230 $content{customer_ssn} = $self->ss;
6231 } elsif ( $options{method} eq 'LEC' ) {
6232 $content{phone} = $payinfo = $self->payinfo;
6236 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6237 my %sub_content = $refund->content(
6238 'action' => 'credit',
6239 'customer_id' => $self->custnum,
6240 'last_name' => $paylast,
6241 'first_name' => $payfirst,
6243 'address' => $address,
6244 'city' => $self->city,
6245 'state' => $self->state,
6246 'zip' => $self->zip,
6247 'country' => $self->country,
6249 'phone' => $self->daytime || $self->night,
6252 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6256 return "$processor error: ". $refund->error_message
6257 unless $refund->is_success();
6259 my $paybatch = "$processor:". $refund->authorization;
6260 $paybatch .= ':'. $refund->order_number
6261 if $refund->can('order_number') && $refund->order_number;
6263 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6264 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6265 last unless @cust_bill_pay;
6266 my $cust_bill_pay = pop @cust_bill_pay;
6267 my $error = $cust_bill_pay->delete;
6271 my $cust_refund = new FS::cust_refund ( {
6272 'custnum' => $self->custnum,
6273 'paynum' => $options{'paynum'},
6274 'refund' => $amount,
6276 'payby' => $bop_method2payby{$options{method}},
6277 'payinfo' => $payinfo,
6278 'paybatch' => $paybatch,
6279 'reason' => $options{'reason'} || 'card or ACH refund',
6281 my $error = $cust_refund->insert;
6283 $cust_refund->paynum(''); #try again with no specific paynum
6284 my $error2 = $cust_refund->insert;
6286 # gah, even with transactions.
6287 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6288 "error inserting refund ($processor): $error2".
6289 " (previously tried insert with paynum #$options{'paynum'}" .
6300 =item batch_card OPTION => VALUE...
6302 Adds a payment for this invoice to the pending credit card batch (see
6303 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6304 runs the payment using a realtime gateway.
6309 my ($self, %options) = @_;
6312 if (exists($options{amount})) {
6313 $amount = $options{amount};
6315 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6317 return '' unless $amount > 0;
6319 my $invnum = delete $options{invnum};
6320 my $payby = $options{invnum} || $self->payby; #dubious
6322 if ($options{'realtime'}) {
6323 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6329 my $oldAutoCommit = $FS::UID::AutoCommit;
6330 local $FS::UID::AutoCommit = 0;
6333 #this needs to handle mysql as well as Pg, like svc_acct.pm
6334 #(make it into a common function if folks need to do batching with mysql)
6335 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6336 or return "Cannot lock pay_batch: " . $dbh->errstr;
6340 'payby' => FS::payby->payby2payment($payby),
6343 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6345 unless ( $pay_batch ) {
6346 $pay_batch = new FS::pay_batch \%pay_batch;
6347 my $error = $pay_batch->insert;
6349 $dbh->rollback if $oldAutoCommit;
6350 die "error creating new batch: $error\n";
6354 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6355 'batchnum' => $pay_batch->batchnum,
6356 'custnum' => $self->custnum,
6359 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6361 $options{$_} = '' unless exists($options{$_});
6364 my $cust_pay_batch = new FS::cust_pay_batch ( {
6365 'batchnum' => $pay_batch->batchnum,
6366 'invnum' => $invnum || 0, # is there a better value?
6367 # this field should be
6369 # cust_bill_pay_batch now
6370 'custnum' => $self->custnum,
6371 'last' => $self->getfield('last'),
6372 'first' => $self->getfield('first'),
6373 'address1' => $options{address1} || $self->address1,
6374 'address2' => $options{address2} || $self->address2,
6375 'city' => $options{city} || $self->city,
6376 'state' => $options{state} || $self->state,
6377 'zip' => $options{zip} || $self->zip,
6378 'country' => $options{country} || $self->country,
6379 'payby' => $options{payby} || $self->payby,
6380 'payinfo' => $options{payinfo} || $self->payinfo,
6381 'exp' => $options{paydate} || $self->paydate,
6382 'payname' => $options{payname} || $self->payname,
6383 'amount' => $amount, # consolidating
6386 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6387 if $old_cust_pay_batch;
6390 if ($old_cust_pay_batch) {
6391 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6393 $error = $cust_pay_batch->insert;
6397 $dbh->rollback if $oldAutoCommit;
6401 my $unapplied = $self->total_unapplied_credits
6402 + $self->total_unapplied_payments
6403 + $self->in_transit_payments;
6404 foreach my $cust_bill ($self->open_cust_bill) {
6405 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6406 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6407 'invnum' => $cust_bill->invnum,
6408 'paybatchnum' => $cust_pay_batch->paybatchnum,
6409 'amount' => $cust_bill->owed,
6412 if ($unapplied >= $cust_bill_pay_batch->amount){
6413 $unapplied -= $cust_bill_pay_batch->amount;
6416 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6417 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6419 $error = $cust_bill_pay_batch->insert;
6421 $dbh->rollback if $oldAutoCommit;
6426 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6430 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6432 Applies unapplied payments and credits.
6434 In most cases, this new method should be used in place of sequential
6435 apply_payments and apply_credits methods.
6437 A hash of optional arguments may be passed. Currently "manual" is supported.
6438 If true, a payment receipt is sent instead of a statement when
6439 'payment_receipt_email' configuration option is set.
6441 If there is an error, returns the error, otherwise returns false.
6445 sub apply_payments_and_credits {
6446 my( $self, %options ) = @_;
6448 local $SIG{HUP} = 'IGNORE';
6449 local $SIG{INT} = 'IGNORE';
6450 local $SIG{QUIT} = 'IGNORE';
6451 local $SIG{TERM} = 'IGNORE';
6452 local $SIG{TSTP} = 'IGNORE';
6453 local $SIG{PIPE} = 'IGNORE';
6455 my $oldAutoCommit = $FS::UID::AutoCommit;
6456 local $FS::UID::AutoCommit = 0;
6459 $self->select_for_update; #mutex
6461 foreach my $cust_bill ( $self->open_cust_bill ) {
6462 my $error = $cust_bill->apply_payments_and_credits(%options);
6464 $dbh->rollback if $oldAutoCommit;
6465 return "Error applying: $error";
6469 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6474 =item apply_credits OPTION => VALUE ...
6476 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6477 to outstanding invoice balances in chronological order (or reverse
6478 chronological order if the I<order> option is set to B<newest>) and returns the
6479 value of any remaining unapplied credits available for refund (see
6480 L<FS::cust_refund>).
6482 Dies if there is an error.
6490 local $SIG{HUP} = 'IGNORE';
6491 local $SIG{INT} = 'IGNORE';
6492 local $SIG{QUIT} = 'IGNORE';
6493 local $SIG{TERM} = 'IGNORE';
6494 local $SIG{TSTP} = 'IGNORE';
6495 local $SIG{PIPE} = 'IGNORE';
6497 my $oldAutoCommit = $FS::UID::AutoCommit;
6498 local $FS::UID::AutoCommit = 0;
6501 $self->select_for_update; #mutex
6503 unless ( $self->total_unapplied_credits ) {
6504 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6508 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6509 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6511 my @invoices = $self->open_cust_bill;
6512 @invoices = sort { $b->_date <=> $a->_date } @invoices
6513 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6515 if ( $conf->exists('pkg-balances') ) {
6516 # limit @credits to those w/ a pkgnum grepped from $self
6518 foreach my $i (@invoices) {
6519 foreach my $li ( $i->cust_bill_pkg ) {
6520 $pkgnums{$li->pkgnum} = 1;
6523 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6528 foreach my $cust_bill ( @invoices ) {
6530 if ( !defined($credit) || $credit->credited == 0) {
6531 $credit = pop @credits or last;
6535 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6536 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6538 $owed = $cust_bill->owed;
6540 unless ( $owed > 0 ) {
6541 push @credits, $credit;
6545 my $amount = min( $credit->credited, $owed );
6547 my $cust_credit_bill = new FS::cust_credit_bill ( {
6548 'crednum' => $credit->crednum,
6549 'invnum' => $cust_bill->invnum,
6550 'amount' => $amount,
6552 $cust_credit_bill->pkgnum( $credit->pkgnum )
6553 if $conf->exists('pkg-balances') && $credit->pkgnum;
6554 my $error = $cust_credit_bill->insert;
6556 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6560 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6564 my $total_unapplied_credits = $self->total_unapplied_credits;
6566 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6568 return $total_unapplied_credits;
6571 =item apply_payments [ OPTION => VALUE ... ]
6573 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6574 to outstanding invoice balances in chronological order.
6576 #and returns the value of any remaining unapplied payments.
6578 A hash of optional arguments may be passed. Currently "manual" is supported.
6579 If true, a payment receipt is sent instead of a statement when
6580 'payment_receipt_email' configuration option is set.
6582 Dies if there is an error.
6586 sub apply_payments {
6587 my( $self, %options ) = @_;
6589 local $SIG{HUP} = 'IGNORE';
6590 local $SIG{INT} = 'IGNORE';
6591 local $SIG{QUIT} = 'IGNORE';
6592 local $SIG{TERM} = 'IGNORE';
6593 local $SIG{TSTP} = 'IGNORE';
6594 local $SIG{PIPE} = 'IGNORE';
6596 my $oldAutoCommit = $FS::UID::AutoCommit;
6597 local $FS::UID::AutoCommit = 0;
6600 $self->select_for_update; #mutex
6604 my @payments = sort { $b->_date <=> $a->_date }
6605 grep { $_->unapplied > 0 }
6608 my @invoices = sort { $a->_date <=> $b->_date}
6609 grep { $_->owed > 0 }
6612 if ( $conf->exists('pkg-balances') ) {
6613 # limit @payments to those w/ a pkgnum grepped from $self
6615 foreach my $i (@invoices) {
6616 foreach my $li ( $i->cust_bill_pkg ) {
6617 $pkgnums{$li->pkgnum} = 1;
6620 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6625 foreach my $cust_bill ( @invoices ) {
6627 if ( !defined($payment) || $payment->unapplied == 0 ) {
6628 $payment = pop @payments or last;
6632 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6633 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6635 $owed = $cust_bill->owed;
6637 unless ( $owed > 0 ) {
6638 push @payments, $payment;
6642 my $amount = min( $payment->unapplied, $owed );
6644 my $cust_bill_pay = new FS::cust_bill_pay ( {
6645 'paynum' => $payment->paynum,
6646 'invnum' => $cust_bill->invnum,
6647 'amount' => $amount,
6649 $cust_bill_pay->pkgnum( $payment->pkgnum )
6650 if $conf->exists('pkg-balances') && $payment->pkgnum;
6651 my $error = $cust_bill_pay->insert(%options);
6653 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6657 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6661 my $total_unapplied_payments = $self->total_unapplied_payments;
6663 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6665 return $total_unapplied_payments;
6670 Returns the total owed for this customer on all invoices
6671 (see L<FS::cust_bill/owed>).
6677 $self->total_owed_date(2145859200); #12/31/2037
6680 =item total_owed_date TIME
6682 Returns the total owed for this customer on all invoices with date earlier than
6683 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6684 see L<Time::Local> and L<Date::Parse> for conversion functions.
6688 sub total_owed_date {
6692 # my $custnum = $self->custnum;
6694 # my $owed_sql = FS::cust_bill->owed_sql;
6697 # SELECT SUM($owed_sql) FROM cust_bill
6698 # WHERE custnum = $custnum
6699 # AND _date <= $time
6702 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6703 # $sth->execute() or die $sth->errstr;
6705 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6708 foreach my $cust_bill (
6709 grep { $_->_date <= $time }
6710 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6712 $total_bill += $cust_bill->owed;
6714 sprintf( "%.2f", $total_bill );
6718 =item total_owed_pkgnum PKGNUM
6720 Returns the total owed on all invoices for this customer's specific package
6721 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6725 sub total_owed_pkgnum {
6726 my( $self, $pkgnum ) = @_;
6727 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6730 =item total_owed_date_pkgnum TIME PKGNUM
6732 Returns the total owed for this customer's specific package when using
6733 experimental package balances on all invoices with date earlier than
6734 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6735 see L<Time::Local> and L<Date::Parse> for conversion functions.
6739 sub total_owed_date_pkgnum {
6740 my( $self, $time, $pkgnum ) = @_;
6743 foreach my $cust_bill (
6744 grep { $_->_date <= $time }
6745 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6747 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6749 sprintf( "%.2f", $total_bill );
6755 Returns the total amount of all payments.
6762 $total += $_->paid foreach $self->cust_pay;
6763 sprintf( "%.2f", $total );
6766 =item total_unapplied_credits
6768 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6769 customer. See L<FS::cust_credit/credited>.
6771 =item total_credited
6773 Old name for total_unapplied_credits. Don't use.
6777 sub total_credited {
6778 #carp "total_credited deprecated, use total_unapplied_credits";
6779 shift->total_unapplied_credits(@_);
6782 sub total_unapplied_credits {
6784 my $total_credit = 0;
6785 $total_credit += $_->credited foreach $self->cust_credit;
6786 sprintf( "%.2f", $total_credit );
6789 =item total_unapplied_credits_pkgnum PKGNUM
6791 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6792 customer. See L<FS::cust_credit/credited>.
6796 sub total_unapplied_credits_pkgnum {
6797 my( $self, $pkgnum ) = @_;
6798 my $total_credit = 0;
6799 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6800 sprintf( "%.2f", $total_credit );
6804 =item total_unapplied_payments
6806 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6807 See L<FS::cust_pay/unapplied>.
6811 sub total_unapplied_payments {
6813 my $total_unapplied = 0;
6814 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6815 sprintf( "%.2f", $total_unapplied );
6818 =item total_unapplied_payments_pkgnum PKGNUM
6820 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6821 specific package when using experimental package balances. See
6822 L<FS::cust_pay/unapplied>.
6826 sub total_unapplied_payments_pkgnum {
6827 my( $self, $pkgnum ) = @_;
6828 my $total_unapplied = 0;
6829 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6830 sprintf( "%.2f", $total_unapplied );
6834 =item total_unapplied_refunds
6836 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6837 customer. See L<FS::cust_refund/unapplied>.
6841 sub total_unapplied_refunds {
6843 my $total_unapplied = 0;
6844 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6845 sprintf( "%.2f", $total_unapplied );
6850 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6851 total_unapplied_credits minus total_unapplied_payments).
6859 + $self->total_unapplied_refunds
6860 - $self->total_unapplied_credits
6861 - $self->total_unapplied_payments
6865 =item balance_date TIME
6867 Returns the balance for this customer, only considering invoices with date
6868 earlier than TIME (total_owed_date minus total_credited minus
6869 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6870 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6879 $self->total_owed_date($time)
6880 + $self->total_unapplied_refunds
6881 - $self->total_unapplied_credits
6882 - $self->total_unapplied_payments
6886 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6888 Returns the balance for this customer, only considering invoices with date
6889 earlier than START_TIME, and optionally not later than END_TIME
6890 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6892 Times are specified as SQL fragments or numeric
6893 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6894 L<Date::Parse> for conversion functions. The empty string can be passed
6895 to disable that time constraint completely.
6897 Available options are:
6901 =item unapplied_date
6903 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)
6909 sub balance_date_range {
6911 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6912 ') FROM cust_main WHERE custnum='. $self->custnum;
6913 sprintf( "%.2f", $self->scalar_sql($sql) );
6916 =item balance_pkgnum PKGNUM
6918 Returns the balance for this customer's specific package when using
6919 experimental package balances (total_owed plus total_unrefunded, minus
6920 total_unapplied_credits minus total_unapplied_payments)
6924 sub balance_pkgnum {
6925 my( $self, $pkgnum ) = @_;
6928 $self->total_owed_pkgnum($pkgnum)
6929 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6930 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6931 - $self->total_unapplied_credits_pkgnum($pkgnum)
6932 - $self->total_unapplied_payments_pkgnum($pkgnum)
6936 =item in_transit_payments
6938 Returns the total of requests for payments for this customer pending in
6939 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6943 sub in_transit_payments {
6945 my $in_transit_payments = 0;
6946 foreach my $pay_batch ( qsearch('pay_batch', {
6949 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6950 'batchnum' => $pay_batch->batchnum,
6951 'custnum' => $self->custnum,
6953 $in_transit_payments += $cust_pay_batch->amount;
6956 sprintf( "%.2f", $in_transit_payments );
6961 Returns a hash of useful information for making a payment.
6971 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6972 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6973 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6977 For credit card transactions:
6989 For electronic check transactions:
7004 $return{balance} = $self->balance;
7006 $return{payname} = $self->payname
7007 || ( $self->first. ' '. $self->get('last') );
7009 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7011 $return{payby} = $self->payby;
7012 $return{stateid_state} = $self->stateid_state;
7014 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7015 $return{card_type} = cardtype($self->payinfo);
7016 $return{payinfo} = $self->paymask;
7018 @return{'month', 'year'} = $self->paydate_monthyear;
7022 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7023 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7024 $return{payinfo1} = $payinfo1;
7025 $return{payinfo2} = $payinfo2;
7026 $return{paytype} = $self->paytype;
7027 $return{paystate} = $self->paystate;
7031 #doubleclick protection
7033 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7039 =item paydate_monthyear
7041 Returns a two-element list consisting of the month and year of this customer's
7042 paydate (credit card expiration date for CARD customers)
7046 sub paydate_monthyear {
7048 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7050 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7057 =item tax_exemption TAXNAME
7062 my( $self, $taxname ) = @_;
7064 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7065 'taxname' => $taxname,
7070 =item cust_main_exemption
7074 sub cust_main_exemption {
7076 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7079 =item invoicing_list [ ARRAYREF ]
7081 If an arguement is given, sets these email addresses as invoice recipients
7082 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7083 (except as warnings), so use check_invoicing_list first.
7085 Returns a list of email addresses (with svcnum entries expanded).
7087 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7088 check it without disturbing anything by passing nothing.
7090 This interface may change in the future.
7094 sub invoicing_list {
7095 my( $self, $arrayref ) = @_;
7098 my @cust_main_invoice;
7099 if ( $self->custnum ) {
7100 @cust_main_invoice =
7101 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7103 @cust_main_invoice = ();
7105 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7106 #warn $cust_main_invoice->destnum;
7107 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7108 #warn $cust_main_invoice->destnum;
7109 my $error = $cust_main_invoice->delete;
7110 warn $error if $error;
7113 if ( $self->custnum ) {
7114 @cust_main_invoice =
7115 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7117 @cust_main_invoice = ();
7119 my %seen = map { $_->address => 1 } @cust_main_invoice;
7120 foreach my $address ( @{$arrayref} ) {
7121 next if exists $seen{$address} && $seen{$address};
7122 $seen{$address} = 1;
7123 my $cust_main_invoice = new FS::cust_main_invoice ( {
7124 'custnum' => $self->custnum,
7127 my $error = $cust_main_invoice->insert;
7128 warn $error if $error;
7132 if ( $self->custnum ) {
7134 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7141 =item check_invoicing_list ARRAYREF
7143 Checks these arguements as valid input for the invoicing_list method. If there
7144 is an error, returns the error, otherwise returns false.
7148 sub check_invoicing_list {
7149 my( $self, $arrayref ) = @_;
7151 foreach my $address ( @$arrayref ) {
7153 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7154 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7157 my $cust_main_invoice = new FS::cust_main_invoice ( {
7158 'custnum' => $self->custnum,
7161 my $error = $self->custnum
7162 ? $cust_main_invoice->check
7163 : $cust_main_invoice->checkdest
7165 return $error if $error;
7169 return "Email address required"
7170 if $conf->exists('cust_main-require_invoicing_list_email')
7171 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7176 =item set_default_invoicing_list
7178 Sets the invoicing list to all accounts associated with this customer,
7179 overwriting any previous invoicing list.
7183 sub set_default_invoicing_list {
7185 $self->invoicing_list($self->all_emails);
7190 Returns the email addresses of all accounts provisioned for this customer.
7197 foreach my $cust_pkg ( $self->all_pkgs ) {
7198 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7200 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7201 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7203 $list{$_}=1 foreach map { $_->email } @svc_acct;
7208 =item invoicing_list_addpost
7210 Adds postal invoicing to this customer. If this customer is already configured
7211 to receive postal invoices, does nothing.
7215 sub invoicing_list_addpost {
7217 return if grep { $_ eq 'POST' } $self->invoicing_list;
7218 my @invoicing_list = $self->invoicing_list;
7219 push @invoicing_list, 'POST';
7220 $self->invoicing_list(\@invoicing_list);
7223 =item invoicing_list_emailonly
7225 Returns the list of email invoice recipients (invoicing_list without non-email
7226 destinations such as POST and FAX).
7230 sub invoicing_list_emailonly {
7232 warn "$me invoicing_list_emailonly called"
7234 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7237 =item invoicing_list_emailonly_scalar
7239 Returns the list of email invoice recipients (invoicing_list without non-email
7240 destinations such as POST and FAX) as a comma-separated scalar.
7244 sub invoicing_list_emailonly_scalar {
7246 warn "$me invoicing_list_emailonly_scalar called"
7248 join(', ', $self->invoicing_list_emailonly);
7251 =item referral_custnum_cust_main
7253 Returns the customer who referred this customer (or the empty string, if
7254 this customer was not referred).
7256 Note the difference with referral_cust_main method: This method,
7257 referral_custnum_cust_main returns the single customer (if any) who referred
7258 this customer, while referral_cust_main returns an array of customers referred
7263 sub referral_custnum_cust_main {
7265 return '' unless $self->referral_custnum;
7266 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7269 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7271 Returns an array of customers referred by this customer (referral_custnum set
7272 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7273 customers referred by customers referred by this customer and so on, inclusive.
7274 The default behavior is DEPTH 1 (no recursion).
7276 Note the difference with referral_custnum_cust_main method: This method,
7277 referral_cust_main, returns an array of customers referred BY this customer,
7278 while referral_custnum_cust_main returns the single customer (if any) who
7279 referred this customer.
7283 sub referral_cust_main {
7285 my $depth = @_ ? shift : 1;
7286 my $exclude = @_ ? shift : {};
7289 map { $exclude->{$_->custnum}++; $_; }
7290 grep { ! $exclude->{ $_->custnum } }
7291 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7295 map { $_->referral_cust_main($depth-1, $exclude) }
7302 =item referral_cust_main_ncancelled
7304 Same as referral_cust_main, except only returns customers with uncancelled
7309 sub referral_cust_main_ncancelled {
7311 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7314 =item referral_cust_pkg [ DEPTH ]
7316 Like referral_cust_main, except returns a flat list of all unsuspended (and
7317 uncancelled) packages for each customer. The number of items in this list may
7318 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7322 sub referral_cust_pkg {
7324 my $depth = @_ ? shift : 1;
7326 map { $_->unsuspended_pkgs }
7327 grep { $_->unsuspended_pkgs }
7328 $self->referral_cust_main($depth);
7331 =item referring_cust_main
7333 Returns the single cust_main record for the customer who referred this customer
7334 (referral_custnum), or false.
7338 sub referring_cust_main {
7340 return '' unless $self->referral_custnum;
7341 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7344 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7346 Applies a credit to this customer. If there is an error, returns the error,
7347 otherwise returns false.
7349 REASON can be a text string, an FS::reason object, or a scalar reference to
7350 a reasonnum. If a text string, it will be automatically inserted as a new
7351 reason, and a 'reason_type' option must be passed to indicate the
7352 FS::reason_type for the new reason.
7354 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7356 Any other options are passed to FS::cust_credit::insert.
7361 my( $self, $amount, $reason, %options ) = @_;
7363 my $cust_credit = new FS::cust_credit {
7364 'custnum' => $self->custnum,
7365 'amount' => $amount,
7368 if ( ref($reason) ) {
7370 if ( ref($reason) eq 'SCALAR' ) {
7371 $cust_credit->reasonnum( $$reason );
7373 $cust_credit->reasonnum( $reason->reasonnum );
7377 $cust_credit->set('reason', $reason)
7380 for (qw( addlinfo eventnum )) {
7381 $cust_credit->$_( delete $options{$_} )
7382 if exists($options{$_});
7385 $cust_credit->insert(%options);
7389 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7392 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7393 time will be ignored. Note that START_TIME and END_TIME only limit the date
7394 range for invoices and I<unapplied> payments, credits, and refunds.
7397 Creates a one-time charge for this customer. If there is an error, returns
7398 the error, otherwise returns false.
7400 New-style, with a hashref of options:
7402 my $error = $cust_main->charge(
7406 'start_date' => str2time('7/4/2009'),
7407 'pkg' => 'Description',
7408 'comment' => 'Comment',
7409 'additional' => [], #extra invoice detail
7410 'classnum' => 1, #pkg_class
7412 'setuptax' => '', # or 'Y' for tax exempt
7415 'taxclass' => 'Tax class',
7418 'taxproduct' => 2, #part_pkg_taxproduct
7419 'override' => {}, #XXX describe
7421 #will be filled in with the new object
7422 'cust_pkg_ref' => \$cust_pkg,
7424 #generate an invoice immediately
7426 'invoice_terms' => '', #with these terms
7432 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7438 my ( $amount, $quantity, $start_date, $classnum );
7439 my ( $pkg, $comment, $additional );
7440 my ( $setuptax, $taxclass ); #internal taxes
7441 my ( $taxproduct, $override ); #vendor (CCH) taxes
7442 my $cust_pkg_ref = '';
7443 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7444 if ( ref( $_[0] ) ) {
7445 $amount = $_[0]->{amount};
7446 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7447 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7448 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7449 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7450 : '$'. sprintf("%.2f",$amount);
7451 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7452 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7453 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7454 $additional = $_[0]->{additional} || [];
7455 $taxproduct = $_[0]->{taxproductnum};
7456 $override = { '' => $_[0]->{tax_override} };
7457 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7458 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7459 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7464 $pkg = @_ ? shift : 'One-time charge';
7465 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7467 $taxclass = @_ ? shift : '';
7471 local $SIG{HUP} = 'IGNORE';
7472 local $SIG{INT} = 'IGNORE';
7473 local $SIG{QUIT} = 'IGNORE';
7474 local $SIG{TERM} = 'IGNORE';
7475 local $SIG{TSTP} = 'IGNORE';
7476 local $SIG{PIPE} = 'IGNORE';
7478 my $oldAutoCommit = $FS::UID::AutoCommit;
7479 local $FS::UID::AutoCommit = 0;
7482 my $part_pkg = new FS::part_pkg ( {
7484 'comment' => $comment,
7488 'classnum' => $classnum ? $classnum : '',
7489 'setuptax' => $setuptax,
7490 'taxclass' => $taxclass,
7491 'taxproductnum' => $taxproduct,
7494 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7495 ( 0 .. @$additional - 1 )
7497 'additional_count' => scalar(@$additional),
7498 'setup_fee' => $amount,
7501 my $error = $part_pkg->insert( options => \%options,
7502 tax_overrides => $override,
7505 $dbh->rollback if $oldAutoCommit;
7509 my $pkgpart = $part_pkg->pkgpart;
7510 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7511 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7512 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7513 $error = $type_pkgs->insert;
7515 $dbh->rollback if $oldAutoCommit;
7520 my $cust_pkg = new FS::cust_pkg ( {
7521 'custnum' => $self->custnum,
7522 'pkgpart' => $pkgpart,
7523 'quantity' => $quantity,
7524 'start_date' => $start_date,
7527 $error = $cust_pkg->insert;
7529 $dbh->rollback if $oldAutoCommit;
7531 } elsif ( $cust_pkg_ref ) {
7532 ${$cust_pkg_ref} = $cust_pkg;
7536 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7537 'pkg_list' => [ $cust_pkg ],
7540 $dbh->rollback if $oldAutoCommit;
7545 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7550 #=item charge_postal_fee
7552 #Applies a one time charge this customer. If there is an error,
7553 #returns the error, returns the cust_pkg charge object or false
7554 #if there was no charge.
7558 # This should be a customer event. For that to work requires that bill
7559 # also be a customer event.
7561 sub charge_postal_fee {
7564 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7565 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7567 my $cust_pkg = new FS::cust_pkg ( {
7568 'custnum' => $self->custnum,
7569 'pkgpart' => $pkgpart,
7573 my $error = $cust_pkg->insert;
7574 $error ? $error : $cust_pkg;
7579 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7585 map { $_ } #return $self->num_cust_bill unless wantarray;
7586 sort { $a->_date <=> $b->_date }
7587 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7590 =item open_cust_bill
7592 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7597 sub open_cust_bill {
7601 'table' => 'cust_bill',
7602 'hashref' => { 'custnum' => $self->custnum, },
7603 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7604 'order_by' => 'ORDER BY _date ASC',
7609 =item cust_statements
7611 Returns all the statements (see L<FS::cust_statement>) for this customer.
7615 sub cust_statement {
7617 map { $_ } #return $self->num_cust_statement unless wantarray;
7618 sort { $a->_date <=> $b->_date }
7619 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7624 Returns all the credits (see L<FS::cust_credit>) for this customer.
7630 map { $_ } #return $self->num_cust_credit unless wantarray;
7631 sort { $a->_date <=> $b->_date }
7632 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7635 =item cust_credit_pkgnum
7637 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7638 package when using experimental package balances.
7642 sub cust_credit_pkgnum {
7643 my( $self, $pkgnum ) = @_;
7644 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7645 sort { $a->_date <=> $b->_date }
7646 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7647 'pkgnum' => $pkgnum,
7654 Returns all the payments (see L<FS::cust_pay>) for this customer.
7660 return $self->num_cust_pay unless wantarray;
7661 sort { $a->_date <=> $b->_date }
7662 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7667 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7668 called automatically when the cust_pay method is used in a scalar context.
7674 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7675 my $sth = dbh->prepare($sql) or die dbh->errstr;
7676 $sth->execute($self->custnum) or die $sth->errstr;
7677 $sth->fetchrow_arrayref->[0];
7680 =item cust_pay_pkgnum
7682 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7683 package when using experimental package balances.
7687 sub cust_pay_pkgnum {
7688 my( $self, $pkgnum ) = @_;
7689 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7690 sort { $a->_date <=> $b->_date }
7691 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7692 'pkgnum' => $pkgnum,
7699 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7705 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7706 sort { $a->_date <=> $b->_date }
7707 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7710 =item cust_pay_batch
7712 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7716 sub cust_pay_batch {
7718 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7719 sort { $a->paybatchnum <=> $b->paybatchnum }
7720 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7723 =item cust_pay_pending
7725 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7726 (without status "done").
7730 sub cust_pay_pending {
7732 return $self->num_cust_pay_pending unless wantarray;
7733 sort { $a->_date <=> $b->_date }
7734 qsearch( 'cust_pay_pending', {
7735 'custnum' => $self->custnum,
7736 'status' => { op=>'!=', value=>'done' },
7741 =item num_cust_pay_pending
7743 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7744 customer (without status "done"). Also called automatically when the
7745 cust_pay_pending method is used in a scalar context.
7749 sub num_cust_pay_pending {
7751 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7752 " WHERE custnum = ? AND status != 'done' ";
7753 my $sth = dbh->prepare($sql) or die dbh->errstr;
7754 $sth->execute($self->custnum) or die $sth->errstr;
7755 $sth->fetchrow_arrayref->[0];
7760 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7766 map { $_ } #return $self->num_cust_refund unless wantarray;
7767 sort { $a->_date <=> $b->_date }
7768 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7771 =item display_custnum
7773 Returns the displayed customer number for this customer: agent_custid if
7774 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7778 sub display_custnum {
7780 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7781 return $self->agent_custid;
7783 return $self->custnum;
7789 Returns a name string for this customer, either "Company (Last, First)" or
7796 my $name = $self->contact;
7797 $name = $self->company. " ($name)" if $self->company;
7803 Returns a name string for this (service/shipping) contact, either
7804 "Company (Last, First)" or "Last, First".
7810 if ( $self->get('ship_last') ) {
7811 my $name = $self->ship_contact;
7812 $name = $self->ship_company. " ($name)" if $self->ship_company;
7821 Returns a name string for this customer, either "Company" or "First Last".
7827 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7830 =item ship_name_short
7832 Returns a name string for this (service/shipping) contact, either "Company"
7837 sub ship_name_short {
7839 if ( $self->get('ship_last') ) {
7840 $self->ship_company !~ /^\s*$/
7841 ? $self->ship_company
7842 : $self->ship_contact_firstlast;
7844 $self->name_company_or_firstlast;
7850 Returns this customer's full (billing) contact name only, "Last, First"
7856 $self->get('last'). ', '. $self->first;
7861 Returns this customer's full (shipping) contact name only, "Last, First"
7867 $self->get('ship_last')
7868 ? $self->get('ship_last'). ', '. $self->ship_first
7872 =item contact_firstlast
7874 Returns this customers full (billing) contact name only, "First Last".
7878 sub contact_firstlast {
7880 $self->first. ' '. $self->get('last');
7883 =item ship_contact_firstlast
7885 Returns this customer's full (shipping) contact name only, "First Last".
7889 sub ship_contact_firstlast {
7891 $self->get('ship_last')
7892 ? $self->first. ' '. $self->get('ship_last')
7893 : $self->contact_firstlast;
7898 Returns this customer's full country name
7904 code2country($self->country);
7907 =item geocode DATA_VENDOR
7909 Returns a value for the customer location as encoded by DATA_VENDOR.
7910 Currently this only makes sense for "CCH" as DATA_VENDOR.
7915 my ($self, $data_vendor) = (shift, shift); #always cch for now
7917 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7918 return $geocode if $geocode;
7920 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7924 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7925 if $self->country eq 'US';
7929 #CCH specific location stuff
7930 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7932 my @cust_tax_location =
7934 'table' => 'cust_tax_location',
7935 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7936 'extra_sql' => $extra_sql,
7937 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7940 $geocode = $cust_tax_location[0]->geocode
7941 if scalar(@cust_tax_location);
7950 Returns a status string for this customer, currently:
7954 =item prospect - No packages have ever been ordered
7956 =item active - One or more recurring packages is active
7958 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7960 =item suspended - All non-cancelled recurring packages are suspended
7962 =item cancelled - All recurring packages are cancelled
7968 sub status { shift->cust_status(@_); }
7972 for my $status (qw( prospect active inactive suspended cancelled )) {
7973 my $method = $status.'_sql';
7974 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7975 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7976 $sth->execute( ($self->custnum) x $numnum )
7977 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7978 return $status if $sth->fetchrow_arrayref->[0];
7982 =item ucfirst_cust_status
7984 =item ucfirst_status
7986 Returns the status with the first character capitalized.
7990 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7992 sub ucfirst_cust_status {
7994 ucfirst($self->cust_status);
7999 Returns a hex triplet color string for this customer's status.
8003 use vars qw(%statuscolor);
8004 tie %statuscolor, 'Tie::IxHash',
8005 'prospect' => '7e0079', #'000000', #black? naw, purple
8006 'active' => '00CC00', #green
8007 'inactive' => '0000CC', #blue
8008 'suspended' => 'FF9900', #yellow
8009 'cancelled' => 'FF0000', #red
8012 sub statuscolor { shift->cust_statuscolor(@_); }
8014 sub cust_statuscolor {
8016 $statuscolor{$self->cust_status};
8021 Returns an array of hashes representing the customer's RT tickets.
8028 my $num = $conf->config('cust_main-max_tickets') || 10;
8031 if ( $conf->config('ticket_system') ) {
8032 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8034 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8038 foreach my $priority (
8039 $conf->config('ticket_system-custom_priority_field-values'), ''
8041 last if scalar(@tickets) >= $num;
8043 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8044 $num - scalar(@tickets),
8054 # Return services representing svc_accts in customer support packages
8055 sub support_services {
8057 my %packages = map { $_ => 1 } $conf->config('support_packages');
8059 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8060 grep { $_->part_svc->svcdb eq 'svc_acct' }
8061 map { $_->cust_svc }
8062 grep { exists $packages{ $_->pkgpart } }
8063 $self->ncancelled_pkgs;
8067 # Return a list of latitude/longitude for one of the services (if any)
8068 sub service_coordinates {
8072 grep { $_->latitude && $_->longitude }
8074 map { $_->cust_svc }
8075 $self->ncancelled_pkgs;
8077 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8082 =head1 CLASS METHODS
8088 Class method that returns the list of possible status strings for customers
8089 (see L<the status method|/status>). For example:
8091 @statuses = FS::cust_main->statuses();
8096 #my $self = shift; #could be class...
8102 Returns an SQL expression identifying prospective cust_main records (customers
8103 with no packages ever ordered)
8107 use vars qw($select_count_pkgs);
8108 $select_count_pkgs =
8109 "SELECT COUNT(*) FROM cust_pkg
8110 WHERE cust_pkg.custnum = cust_main.custnum";
8112 sub select_count_pkgs_sql {
8116 sub prospect_sql { "
8117 0 = ( $select_count_pkgs )
8122 Returns an SQL expression identifying active cust_main records (customers with
8123 active recurring packages).
8128 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8134 Returns an SQL expression identifying inactive cust_main records (customers with
8135 no active recurring packages, but otherwise unsuspended/uncancelled).
8139 sub inactive_sql { "
8140 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8142 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8148 Returns an SQL expression identifying suspended cust_main records.
8153 sub suspended_sql { susp_sql(@_); }
8155 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8157 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8163 Returns an SQL expression identifying cancelled cust_main records.
8167 sub cancelled_sql { cancel_sql(@_); }
8170 my $recurring_sql = FS::cust_pkg->recurring_sql;
8171 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8174 0 < ( $select_count_pkgs )
8175 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8176 AND 0 = ( $select_count_pkgs AND $recurring_sql
8177 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8179 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8185 =item uncancelled_sql
8187 Returns an SQL expression identifying un-cancelled cust_main records.
8191 sub uncancelled_sql { uncancel_sql(@_); }
8192 sub uncancel_sql { "
8193 ( 0 < ( $select_count_pkgs
8194 AND ( cust_pkg.cancel IS NULL
8195 OR cust_pkg.cancel = 0
8198 OR 0 = ( $select_count_pkgs )
8204 Returns an SQL fragment to retreive the balance.
8209 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8210 WHERE cust_bill.custnum = cust_main.custnum )
8211 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8212 WHERE cust_pay.custnum = cust_main.custnum )
8213 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8214 WHERE cust_credit.custnum = cust_main.custnum )
8215 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8216 WHERE cust_refund.custnum = cust_main.custnum )
8219 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8221 Returns an SQL fragment to retreive the balance for this customer, only
8222 considering invoices with date earlier than START_TIME, and optionally not
8223 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8224 total_unapplied_payments).
8226 Times are specified as SQL fragments or numeric
8227 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8228 L<Date::Parse> for conversion functions. The empty string can be passed
8229 to disable that time constraint completely.
8231 Available options are:
8235 =item unapplied_date
8237 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)
8242 set to true to remove all customer comparison clauses, for totals
8247 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8252 JOIN clause (typically used with the total option)
8258 sub balance_date_sql {
8259 my( $class, $start, $end, %opt ) = @_;
8261 my $cutoff = $opt{'cutoff'};
8263 my $owed = FS::cust_bill->owed_sql($cutoff);
8264 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
8265 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
8266 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8268 my $j = $opt{'join'} || '';
8270 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8271 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8272 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8273 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8275 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8276 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8277 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8278 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8283 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8285 Returns an SQL fragment to retreive the total unapplied payments for this
8286 customer, only considering invoices with date earlier than START_TIME, and
8287 optionally not later than END_TIME.
8289 Times are specified as SQL fragments or numeric
8290 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8291 L<Date::Parse> for conversion functions. The empty string can be passed
8292 to disable that time constraint completely.
8294 Available options are:
8298 sub unapplied_payments_date_sql {
8299 my( $class, $start, $end, %opt ) = @_;
8301 my $cutoff = $opt{'cutoff'};
8303 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8305 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8306 'unapplied_date'=>1 );
8308 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8311 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8313 Helper method for balance_date_sql; name (and usage) subject to change
8314 (suggestions welcome).
8316 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8317 cust_refund, cust_credit or cust_pay).
8319 If TABLE is "cust_bill" or the unapplied_date option is true, only
8320 considers records with date earlier than START_TIME, and optionally not
8321 later than END_TIME .
8325 sub _money_table_where {
8326 my( $class, $table, $start, $end, %opt ) = @_;
8329 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8330 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8331 push @where, "$table._date <= $start" if defined($start) && length($start);
8332 push @where, "$table._date > $end" if defined($end) && length($end);
8334 push @where, @{$opt{'where'}} if $opt{'where'};
8335 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8341 =item search HASHREF
8345 Returns a qsearch hash expression to search for parameters specified in
8346 HASHREF. Valid parameters are
8354 =item cancelled_pkgs
8360 listref of start date, end date
8370 =item current_balance
8372 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8376 =item flattened_pkgs
8385 my ($class, $params) = @_;
8396 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8398 "cust_main.agentnum = $1";
8405 #prospect active inactive suspended cancelled
8406 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8407 my $method = $params->{'status'}. '_sql';
8408 #push @where, $class->$method();
8409 push @where, FS::cust_main->$method();
8413 # parse cancelled package checkbox
8418 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8419 unless $params->{'cancelled_pkgs'};
8422 # parse without census tract checkbox
8425 push @where, "(censustract = '' or censustract is null)"
8426 if $params->{'no_censustract'};
8432 foreach my $field (qw( signupdate )) {
8434 next unless exists($params->{$field});
8436 my($beginning, $ending) = @{$params->{$field}};
8439 "cust_main.$field IS NOT NULL",
8440 "cust_main.$field >= $beginning",
8441 "cust_main.$field <= $ending";
8443 $orderby ||= "ORDER BY cust_main.$field";
8451 if ( $params->{'payby'} ) {
8453 my @payby = ref( $params->{'payby'} )
8454 ? @{ $params->{'payby'} }
8455 : ( $params->{'payby'} );
8457 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8459 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8464 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8466 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8470 # paydate_year / paydate_month
8473 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8475 $params->{'paydate_month'} =~ /^(\d\d?)$/
8476 or die "paydate_year without paydate_month?";
8480 'paydate IS NOT NULL',
8482 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8490 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8492 if ( $1 eq 'NULL' ) {
8494 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8497 "cust_main.invoice_terms IS NOT NULL",
8498 "cust_main.invoice_terms = '$1'";
8506 if ( $params->{'current_balance'} ) {
8508 #my $balance_sql = $class->balance_sql();
8509 my $balance_sql = FS::cust_main->balance_sql();
8511 my @current_balance =
8512 ref( $params->{'current_balance'} )
8513 ? @{ $params->{'current_balance'} }
8514 : ( $params->{'current_balance'} );
8516 push @where, map { s/current_balance/$balance_sql/; $_ }
8525 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8527 "cust_main.custbatch = '$1'";
8531 # setup queries, subs, etc. for the search
8534 $orderby ||= 'ORDER BY custnum';
8536 # here is the agent virtualization
8537 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8539 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8541 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8543 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8545 my $select = join(', ',
8546 'cust_main.custnum',
8547 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8550 my(@extra_headers) = ();
8551 my(@extra_fields) = ();
8553 if ($params->{'flattened_pkgs'}) {
8555 if ($dbh->{Driver}->{Name} eq 'Pg') {
8557 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8559 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8560 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8561 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8563 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8564 "omitting packing information from report.";
8567 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";
8569 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8570 $sth->execute() or die $sth->errstr;
8571 my $headerrow = $sth->fetchrow_arrayref;
8572 my $headercount = $headerrow ? $headerrow->[0] : 0;
8573 while($headercount) {
8574 unshift @extra_headers, "Package ". $headercount;
8575 unshift @extra_fields, eval q!sub {my $c = shift;
8576 my @a = split '\|', $c->magic;
8577 my $p = $a[!.--$headercount. q!];
8585 'table' => 'cust_main',
8586 'select' => $select,
8588 'extra_sql' => $extra_sql,
8589 'order_by' => $orderby,
8590 'count_query' => $count_query,
8591 'extra_headers' => \@extra_headers,
8592 'extra_fields' => \@extra_fields,
8597 =item email_search_result HASHREF
8601 Emails a notice to the specified customers.
8603 Valid parameters are those of the L<search> method, plus the following:
8625 Optional job queue job for status updates.
8629 Returns an error message, or false for success.
8631 If an error occurs during any email, stops the enture send and returns that
8632 error. Presumably if you're getting SMTP errors aborting is better than
8633 retrying everything.
8637 sub email_search_result {
8638 my($class, $params) = @_;
8640 my $from = delete $params->{from};
8641 my $subject = delete $params->{subject};
8642 my $html_body = delete $params->{html_body};
8643 my $text_body = delete $params->{text_body};
8645 my $job = delete $params->{'job'};
8647 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8648 unless ref($params->{'payby'});
8650 my $sql_query = $class->search($params);
8652 my $count_query = delete($sql_query->{'count_query'});
8653 my $count_sth = dbh->prepare($count_query)
8654 or die "Error preparing $count_query: ". dbh->errstr;
8656 or die "Error executing $count_query: ". $count_sth->errstr;
8657 my $count_arrayref = $count_sth->fetchrow_arrayref;
8658 my $num_cust = $count_arrayref->[0];
8660 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8661 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8664 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8666 #eventually order+limit magic to reduce memory use?
8667 foreach my $cust_main ( qsearch($sql_query) ) {
8669 my $to = $cust_main->invoicing_list_emailonly_scalar;
8672 my $error = send_email(
8676 'subject' => $subject,
8677 'html_body' => $html_body,
8678 'text_body' => $text_body,
8681 return $error if $error;
8683 if ( $job ) { #progressbar foo
8685 if ( time - $min_sec > $last ) {
8686 my $error = $job->update_statustext(
8687 int( 100 * $num / $num_cust )
8689 die $error if $error;
8699 use Storable qw(thaw);
8702 sub process_email_search_result {
8704 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8706 my $param = thaw(decode_base64(shift));
8707 warn Dumper($param) if $DEBUG;
8709 $param->{'job'} = $job;
8711 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8712 unless ref($param->{'payby'});
8714 my $error = FS::cust_main->email_search_result( $param );
8715 die $error if $error;
8719 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8721 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8722 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8723 specified (the appropriate ship_ field is also searched).
8725 Additional options are the same as FS::Record::qsearch
8730 my( $self, $fuzzy, $hash, @opt) = @_;
8735 check_and_rebuild_fuzzyfiles();
8736 foreach my $field ( keys %$fuzzy ) {
8738 my $all = $self->all_X($field);
8739 next unless scalar(@$all);
8742 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8745 foreach ( keys %match ) {
8746 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8747 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8750 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8753 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8755 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8763 Returns a masked version of the named field
8768 my ($self,$field) = @_;
8772 'x'x(length($self->getfield($field))-4).
8773 substr($self->getfield($field), (length($self->getfield($field))-4));
8783 =item smart_search OPTION => VALUE ...
8785 Accepts the following options: I<search>, the string to search for. The string
8786 will be searched for as a customer number, phone number, name or company name,
8787 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8788 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8789 skip fuzzy matching when an exact match is found.
8791 Any additional options are treated as an additional qualifier on the search
8794 Returns a (possibly empty) array of FS::cust_main objects.
8801 #here is the agent virtualization
8802 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8806 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8807 my $search = delete $options{'search'};
8808 ( my $alphanum_search = $search ) =~ s/\W//g;
8810 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8812 #false laziness w/Record::ut_phone
8813 my $phonen = "$1-$2-$3";
8814 $phonen .= " x$4" if $4;
8816 push @cust_main, qsearch( {
8817 'table' => 'cust_main',
8818 'hashref' => { %options },
8819 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8821 join(' OR ', map "$_ = '$phonen'",
8822 qw( daytime night fax
8823 ship_daytime ship_night ship_fax )
8826 " AND $agentnums_sql", #agent virtualization
8829 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8830 #try looking for matches with extensions unless one was specified
8832 push @cust_main, qsearch( {
8833 'table' => 'cust_main',
8834 'hashref' => { %options },
8835 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8837 join(' OR ', map "$_ LIKE '$phonen\%'",
8839 ship_daytime ship_night )
8842 " AND $agentnums_sql", #agent virtualization
8847 # custnum search (also try agent_custid), with some tweaking options if your
8848 # legacy cust "numbers" have letters
8851 if ( $search =~ /^\s*(\d+)\s*$/
8852 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8853 && $search =~ /^\s*(\w\w?\d+)\s*$/
8855 || ( $conf->exists('address1-search' )
8856 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8863 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8864 push @cust_main, qsearch( {
8865 'table' => 'cust_main',
8866 'hashref' => { 'custnum' => $num, %options },
8867 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8871 push @cust_main, qsearch( {
8872 'table' => 'cust_main',
8873 'hashref' => { 'agent_custid' => $num, %options },
8874 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8877 if ( $conf->exists('address1-search') ) {
8878 my $len = length($num);
8880 foreach my $prefix ( '', 'ship_' ) {
8881 push @cust_main, qsearch( {
8882 'table' => 'cust_main',
8883 'hashref' => { %options, },
8885 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8886 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8887 " AND $agentnums_sql",
8892 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8894 my($company, $last, $first) = ( $1, $2, $3 );
8896 # "Company (Last, First)"
8897 #this is probably something a browser remembered,
8898 #so just do an exact search (but case-insensitive, so USPS standardization
8899 #doesn't throw a wrench in the works)
8901 foreach my $prefix ( '', 'ship_' ) {
8902 push @cust_main, qsearch( {
8903 'table' => 'cust_main',
8904 'hashref' => { %options },
8906 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8908 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8909 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8910 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8916 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8917 # try (ship_){last,company}
8921 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8922 # # full strings the browser remembers won't work
8923 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8925 use Lingua::EN::NameParse;
8926 my $NameParse = new Lingua::EN::NameParse(
8928 allow_reversed => 1,
8931 my($last, $first) = ( '', '' );
8932 #maybe disable this too and just rely on NameParse?
8933 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8935 ($last, $first) = ( $1, $2 );
8937 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8938 } elsif ( ! $NameParse->parse($value) ) {
8940 my %name = $NameParse->components;
8941 $first = $name{'given_name_1'};
8942 $last = $name{'surname_1'};
8946 if ( $first && $last ) {
8948 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8951 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8953 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8954 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8957 push @cust_main, qsearch( {
8958 'table' => 'cust_main',
8959 'hashref' => \%options,
8960 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8963 # or it just be something that was typed in... (try that in a sec)
8967 my $q_value = dbh->quote($value);
8970 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8971 $sql .= " ( LOWER(last) = $q_value
8972 OR LOWER(company) = $q_value
8973 OR LOWER(ship_last) = $q_value
8974 OR LOWER(ship_company) = $q_value
8976 $sql .= " OR LOWER(address1) = $q_value
8977 OR LOWER(ship_address1) = $q_value
8979 if $conf->exists('address1-search');
8982 push @cust_main, qsearch( {
8983 'table' => 'cust_main',
8984 'hashref' => \%options,
8985 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8988 #no exact match, trying substring/fuzzy
8989 #always do substring & fuzzy (unless they're explicity config'ed off)
8990 #getting complaints searches are not returning enough
8991 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8993 #still some false laziness w/search (was search/cust_main.cgi)
8998 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8999 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9002 if ( $first && $last ) {
9005 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9006 'last' => { op=>'ILIKE', value=>"%$last%" },
9008 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9009 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9016 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9017 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9021 if ( $conf->exists('address1-search') ) {
9023 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9024 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9028 foreach my $hashref ( @hashrefs ) {
9030 push @cust_main, qsearch( {
9031 'table' => 'cust_main',
9032 'hashref' => { %$hashref,
9035 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9044 " AND $agentnums_sql", #extra_sql #agent virtualization
9047 if ( $first && $last ) {
9048 push @cust_main, FS::cust_main->fuzzy_search(
9049 { 'last' => $last, #fuzzy hashref
9050 'first' => $first }, #
9054 foreach my $field ( 'last', 'company' ) {
9056 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9058 if ( $conf->exists('address1-search') ) {
9060 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9067 #eliminate duplicates
9069 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9077 Accepts the following options: I<email>, the email address to search for. The
9078 email address will be searched for as an email invoice destination and as an
9081 #Any additional options are treated as an additional qualifier on the search
9082 #(i.e. I<agentnum>).
9084 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9094 my $email = delete $options{'email'};
9096 #we're only being used by RT at the moment... no agent virtualization yet
9097 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9101 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9103 my ( $user, $domain ) = ( $1, $2 );
9105 warn "$me smart_search: searching for $user in domain $domain"
9111 'table' => 'cust_main_invoice',
9112 'hashref' => { 'dest' => $email },
9119 map $_->cust_svc->cust_pkg,
9121 'table' => 'svc_acct',
9122 'hashref' => { 'username' => $user, },
9124 'AND ( SELECT domain FROM svc_domain
9125 WHERE svc_acct.domsvc = svc_domain.svcnum
9126 ) = '. dbh->quote($domain),
9132 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9134 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9141 =item check_and_rebuild_fuzzyfiles
9145 sub check_and_rebuild_fuzzyfiles {
9146 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9147 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9150 =item rebuild_fuzzyfiles
9154 sub rebuild_fuzzyfiles {
9156 use Fcntl qw(:flock);
9158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9159 mkdir $dir, 0700 unless -d $dir;
9161 foreach my $fuzzy ( @fuzzyfields ) {
9163 open(LOCK,">>$dir/cust_main.$fuzzy")
9164 or die "can't open $dir/cust_main.$fuzzy: $!";
9166 or die "can't lock $dir/cust_main.$fuzzy: $!";
9168 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9169 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9171 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9172 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9173 " WHERE $field != '' AND $field IS NOT NULL");
9174 $sth->execute or die $sth->errstr;
9176 while ( my $row = $sth->fetchrow_arrayref ) {
9177 print CACHE $row->[0]. "\n";
9182 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9184 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9195 my( $self, $field ) = @_;
9196 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9197 open(CACHE,"<$dir/cust_main.$field")
9198 or die "can't open $dir/cust_main.$field: $!";
9199 my @array = map { chomp; $_; } <CACHE>;
9204 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9208 sub append_fuzzyfiles {
9209 #my( $first, $last, $company ) = @_;
9211 &check_and_rebuild_fuzzyfiles;
9213 use Fcntl qw(:flock);
9215 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9217 foreach my $field (@fuzzyfields) {
9222 open(CACHE,">>$dir/cust_main.$field")
9223 or die "can't open $dir/cust_main.$field: $!";
9224 flock(CACHE,LOCK_EX)
9225 or die "can't lock $dir/cust_main.$field: $!";
9227 print CACHE "$value\n";
9229 flock(CACHE,LOCK_UN)
9230 or die "can't unlock $dir/cust_main.$field: $!";
9245 #warn join('-',keys %$param);
9246 my $fh = $param->{filehandle};
9247 my @fields = @{$param->{fields}};
9249 eval "use Text::CSV_XS;";
9252 my $csv = new Text::CSV_XS;
9259 local $SIG{HUP} = 'IGNORE';
9260 local $SIG{INT} = 'IGNORE';
9261 local $SIG{QUIT} = 'IGNORE';
9262 local $SIG{TERM} = 'IGNORE';
9263 local $SIG{TSTP} = 'IGNORE';
9264 local $SIG{PIPE} = 'IGNORE';
9266 my $oldAutoCommit = $FS::UID::AutoCommit;
9267 local $FS::UID::AutoCommit = 0;
9270 #while ( $columns = $csv->getline($fh) ) {
9272 while ( defined($line=<$fh>) ) {
9274 $csv->parse($line) or do {
9275 $dbh->rollback if $oldAutoCommit;
9276 return "can't parse: ". $csv->error_input();
9279 my @columns = $csv->fields();
9280 #warn join('-',@columns);
9283 foreach my $field ( @fields ) {
9284 $row{$field} = shift @columns;
9287 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9288 unless ( $cust_main ) {
9289 $dbh->rollback if $oldAutoCommit;
9290 return "unknown custnum $row{'custnum'}";
9293 if ( $row{'amount'} > 0 ) {
9294 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9296 $dbh->rollback if $oldAutoCommit;
9300 } elsif ( $row{'amount'} < 0 ) {
9301 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9304 $dbh->rollback if $oldAutoCommit;
9314 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9316 return "Empty file!" unless $imported;
9322 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9324 Sends a templated email notification to the customer (see L<Text::Template>).
9326 OPTIONS is a hash and may include
9328 I<from> - the email sender (default is invoice_from)
9330 I<to> - comma-separated scalar or arrayref of recipients
9331 (default is invoicing_list)
9333 I<subject> - The subject line of the sent email notification
9334 (default is "Notice from company_name")
9336 I<extra_fields> - a hashref of name/value pairs which will be substituted
9339 The following variables are vavailable in the template.
9341 I<$first> - the customer first name
9342 I<$last> - the customer last name
9343 I<$company> - the customer company
9344 I<$payby> - a description of the method of payment for the customer
9345 # would be nice to use FS::payby::shortname
9346 I<$payinfo> - the account information used to collect for this customer
9347 I<$expdate> - the expiration of the customer payment in seconds from epoch
9352 my ($self, $template, %options) = @_;
9354 return unless $conf->exists($template);
9356 my $from = $conf->config('invoice_from', $self->agentnum)
9357 if $conf->exists('invoice_from', $self->agentnum);
9358 $from = $options{from} if exists($options{from});
9360 my $to = join(',', $self->invoicing_list_emailonly);
9361 $to = $options{to} if exists($options{to});
9363 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9364 if $conf->exists('company_name', $self->agentnum);
9365 $subject = $options{subject} if exists($options{subject});
9367 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9368 SOURCE => [ map "$_\n",
9369 $conf->config($template)]
9371 or die "can't create new Text::Template object: Text::Template::ERROR";
9372 $notify_template->compile()
9373 or die "can't compile template: Text::Template::ERROR";
9375 $FS::notify_template::_template::company_name =
9376 $conf->config('company_name', $self->agentnum);
9377 $FS::notify_template::_template::company_address =
9378 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9380 my $paydate = $self->paydate || '2037-12-31';
9381 $FS::notify_template::_template::first = $self->first;
9382 $FS::notify_template::_template::last = $self->last;
9383 $FS::notify_template::_template::company = $self->company;
9384 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9385 my $payby = $self->payby;
9386 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9387 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9389 #credit cards expire at the end of the month/year of their exp date
9390 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9391 $FS::notify_template::_template::payby = 'credit card';
9392 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9393 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9395 }elsif ($payby eq 'COMP') {
9396 $FS::notify_template::_template::payby = 'complimentary account';
9398 $FS::notify_template::_template::payby = 'current method';
9400 $FS::notify_template::_template::expdate = $expire_time;
9402 for (keys %{$options{extra_fields}}){
9404 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9407 send_email(from => $from,
9409 subject => $subject,
9410 body => $notify_template->fill_in( PACKAGE =>
9411 'FS::notify_template::_template' ),
9416 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9418 Generates a templated notification to the customer (see L<Text::Template>).
9420 OPTIONS is a hash and may include
9422 I<extra_fields> - a hashref of name/value pairs which will be substituted
9423 into the template. These values may override values mentioned below
9424 and those from the customer record.
9426 The following variables are available in the template instead of or in addition
9427 to the fields of the customer record.
9429 I<$payby> - a description of the method of payment for the customer
9430 # would be nice to use FS::payby::shortname
9431 I<$payinfo> - the masked account information used to collect for this customer
9432 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9433 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9437 sub generate_letter {
9438 my ($self, $template, %options) = @_;
9440 return unless $conf->exists($template);
9442 my $letter_template = new Text::Template
9444 SOURCE => [ map "$_\n", $conf->config($template)],
9445 DELIMITERS => [ '[@--', '--@]' ],
9447 or die "can't create new Text::Template object: Text::Template::ERROR";
9449 $letter_template->compile()
9450 or die "can't compile template: Text::Template::ERROR";
9452 my %letter_data = map { $_ => $self->$_ } $self->fields;
9453 $letter_data{payinfo} = $self->mask_payinfo;
9455 #my $paydate = $self->paydate || '2037-12-31';
9456 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9458 my $payby = $self->payby;
9459 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9460 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9462 #credit cards expire at the end of the month/year of their exp date
9463 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9464 $letter_data{payby} = 'credit card';
9465 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9466 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9468 }elsif ($payby eq 'COMP') {
9469 $letter_data{payby} = 'complimentary account';
9471 $letter_data{payby} = 'current method';
9473 $letter_data{expdate} = $expire_time;
9475 for (keys %{$options{extra_fields}}){
9476 $letter_data{$_} = $options{extra_fields}->{$_};
9479 unless(exists($letter_data{returnaddress})){
9480 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9481 $self->agent_template)
9483 if ( length($retadd) ) {
9484 $letter_data{returnaddress} = $retadd;
9485 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9486 $letter_data{returnaddress} =
9487 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9488 $conf->config('company_address', $self->agentnum)
9491 $letter_data{returnaddress} = '~';
9495 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9497 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9499 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9500 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9504 ) or die "can't open temp file: $!\n";
9506 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9508 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9512 =item print_ps TEMPLATE
9514 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9520 my $file = $self->generate_letter(@_);
9521 FS::Misc::generate_ps($file);
9524 =item print TEMPLATE
9526 Prints the filled in template.
9528 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9532 sub queueable_print {
9535 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9536 or die "invalid customer number: " . $opt{custvnum};
9538 my $error = $self->print( $opt{template} );
9539 die $error if $error;
9543 my ($self, $template) = (shift, shift);
9544 do_print [ $self->print_ps($template) ];
9547 #these three subs should just go away once agent stuff is all config overrides
9549 sub agent_template {
9551 $self->_agent_plandata('agent_templatename');
9554 sub agent_invoice_from {
9556 $self->_agent_plandata('agent_invoice_from');
9559 sub _agent_plandata {
9560 my( $self, $option ) = @_;
9562 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9563 #agent-specific Conf
9565 use FS::part_event::Condition;
9567 my $agentnum = $self->agentnum;
9570 if ( driver_name =~ /^Pg/i ) {
9572 } elsif ( driver_name =~ /^mysql/i ) {
9575 die "don't know how to use regular expressions in ". driver_name. " databases";
9578 my $part_event_option =
9580 'select' => 'part_event_option.*',
9581 'table' => 'part_event_option',
9583 LEFT JOIN part_event USING ( eventpart )
9584 LEFT JOIN part_event_option AS peo_agentnum
9585 ON ( part_event.eventpart = peo_agentnum.eventpart
9586 AND peo_agentnum.optionname = 'agentnum'
9587 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9589 LEFT JOIN part_event_condition
9590 ON ( part_event.eventpart = part_event_condition.eventpart
9591 AND part_event_condition.conditionname = 'cust_bill_age'
9593 LEFT JOIN part_event_condition_option
9594 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9595 AND part_event_condition_option.optionname = 'age'
9598 #'hashref' => { 'optionname' => $option },
9599 #'hashref' => { 'part_event_option.optionname' => $option },
9601 " WHERE part_event_option.optionname = ". dbh->quote($option).
9602 " AND action = 'cust_bill_send_agent' ".
9603 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9604 " AND peo_agentnum.optionname = 'agentnum' ".
9605 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9607 CASE WHEN part_event_condition_option.optionname IS NULL
9609 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9611 , part_event.weight".
9615 unless ( $part_event_option ) {
9616 return $self->agent->invoice_template || ''
9617 if $option eq 'agent_templatename';
9621 $part_event_option->optionvalue;
9625 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
9627 Subroutine (not a method), designed to be called from the queue.
9629 Takes a list of options and values.
9631 Pulls up the customer record via the custnum option and calls bill_and_collect.
9636 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9638 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9639 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
9641 $cust_main->bill_and_collect( %args );
9644 sub _upgrade_data { #class method
9645 my ($class, %opts) = @_;
9647 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9648 my $sth = dbh->prepare($sql) or die dbh->errstr;
9649 $sth->execute or die $sth->errstr;
9659 The delete method should possibly take an FS::cust_main object reference
9660 instead of a scalar customer number.
9662 Bill and collect options should probably be passed as references instead of a
9665 There should probably be a configuration file with a list of allowed credit
9668 No multiple currency support (probably a larger project than just this module).
9670 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9672 Birthdates rely on negative epoch values.
9674 The payby for card/check batches is broken. With mixed batching, bad
9677 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9681 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9682 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9683 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.