4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
6 $import $ignore_expired_card
7 $skip_fuzzyfiles @fuzzyfields
10 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 eval "use Time::Local;";
16 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
17 if $] < 5.006 && !defined($Time::Local::VERSION);
18 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
19 eval "use Time::Local qw(timelocal_nocheck);";
21 use Digest::MD5 qw(md5_base64);
25 use File::Slurp qw( slurp );
26 use File::Temp qw( tempfile );
27 use String::Approx qw(amatch);
28 use Business::CreditCard 0.28;
31 use FS::UID qw( getotaker dbh driver_name );
32 use FS::Record qw( qsearchs qsearch dbdef );
33 use FS::Misc qw( generate_email send_email generate_ps do_print );
34 use FS::Msgcat qw(gettext);
39 use FS::cust_bill_pkg;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
45 use FS::part_referral;
46 use FS::cust_main_county;
48 use FS::cust_main_invoice;
49 use FS::cust_credit_bill;
50 use FS::cust_bill_pay;
51 use FS::prepay_credit;
54 use FS::part_bill_event qw(due_events);
55 use FS::cust_bill_event;
56 use FS::cust_tax_exempt;
57 use FS::cust_tax_exempt_pkg;
59 use FS::payment_gateway;
60 use FS::agent_payment_gateway;
62 use FS::payinfo_Mixin;
64 @ISA = qw( FS::Record FS::payinfo_Mixin );
66 @EXPORT_OK = qw( smart_search );
68 $realtime_bop_decline_quiet = 0;
70 # 1 is mostly method/subroutine entry and options
71 # 2 traces progress of some operations
72 # 3 is even more information including possibly sensitive data
74 $me = '[FS::cust_main]';
77 $ignore_expired_card = 0;
80 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
82 @encrypted_fields = ('payinfo', 'paycvv');
83 sub nohistory_fields { ('paycvv'); }
85 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
87 #ask FS::UID to run this stuff for us later
88 #$FS::UID::callback{'FS::cust_main'} = sub {
89 install_callback FS::UID sub {
91 #yes, need it for stuff below (prolly should be cached)
96 my ( $hashref, $cache ) = @_;
97 if ( exists $hashref->{'pkgnum'} ) {
98 #@{ $self->{'_pkgnum'} } = ();
99 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
100 $self->{'_pkgnum'} = $subcache;
101 #push @{ $self->{'_pkgnum'} },
102 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
108 FS::cust_main - Object methods for cust_main records
114 $record = new FS::cust_main \%hash;
115 $record = new FS::cust_main { 'column' => 'value' };
117 $error = $record->insert;
119 $error = $new_record->replace($old_record);
121 $error = $record->delete;
123 $error = $record->check;
125 @cust_pkg = $record->all_pkgs;
127 @cust_pkg = $record->ncancelled_pkgs;
129 @cust_pkg = $record->suspended_pkgs;
131 $error = $record->bill;
132 $error = $record->bill %options;
133 $error = $record->bill 'time' => $time;
135 $error = $record->collect;
136 $error = $record->collect %options;
137 $error = $record->collect 'invoice_time' => $time,
142 An FS::cust_main object represents a customer. FS::cust_main inherits from
143 FS::Record. The following fields are currently supported:
147 =item custnum - primary key (assigned automatically for new customers)
149 =item agentnum - agent (see L<FS::agent>)
151 =item refnum - Advertising source (see L<FS::part_referral>)
157 =item ss - social security number (optional)
159 =item company - (optional)
163 =item address2 - (optional)
167 =item county - (optional, see L<FS::cust_main_county>)
169 =item state - (see L<FS::cust_main_county>)
173 =item country - (see L<FS::cust_main_county>)
175 =item daytime - phone (optional)
177 =item night - phone (optional)
179 =item fax - phone (optional)
181 =item ship_first - name
183 =item ship_last - name
185 =item ship_company - (optional)
189 =item ship_address2 - (optional)
193 =item ship_county - (optional, see L<FS::cust_main_county>)
195 =item ship_state - (see L<FS::cust_main_county>)
199 =item ship_country - (see L<FS::cust_main_county>)
201 =item ship_daytime - phone (optional)
203 =item ship_night - phone (optional)
205 =item ship_fax - phone (optional)
207 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
209 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
211 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
215 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
217 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
219 =item paystart_month - start date month (maestro/solo cards only)
221 =item paystart_year - start date year (maestro/solo cards only)
223 =item payissue - issue number (maestro/solo cards only)
225 =item payname - name on card or billing name
227 =item payip - IP address from which payment information was received
229 =item tax - tax exempt, empty or `Y'
231 =item otaker - order taker (assigned automatically, see L<FS::UID>)
233 =item comments - comments (optional)
235 =item referral_custnum - referring customer number
237 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
239 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
249 Creates a new customer. To add the customer to the database, see L<"insert">.
251 Note that this stores the hash reference, not a distinct copy of the hash it
252 points to. You can ask the object for a copy with the I<hash> method.
256 sub table { 'cust_main'; }
258 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
260 Adds this customer to the database. If there is an error, returns the error,
261 otherwise returns false.
263 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
264 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
265 are inserted atomicly, or the transaction is rolled back. Passing an empty
266 hash reference is equivalent to not supplying this parameter. There should be
267 a better explanation of this, but until then, here's an example:
270 tie %hash, 'Tie::RefHash'; #this part is important
272 $cust_pkg => [ $svc_acct ],
275 $cust_main->insert( \%hash );
277 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
278 be set as the invoicing list (see L<"invoicing_list">). Errors return as
279 expected and rollback the entire transaction; it is not necessary to call
280 check_invoicing_list first. The invoicing_list is set after the records in the
281 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
282 invoicing_list destination to the newly-created svc_acct. Here's an example:
284 $cust_main->insert( {}, [ $email, 'POST' ] );
286 Currently available options are: I<depend_jobnum> and I<noexport>.
288 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
289 on the supplied jobnum (they will not run until the specific job completes).
290 This can be used to defer provisioning until some action completes (such
291 as running the customer's credit card successfully).
293 The I<noexport> option is deprecated. If I<noexport> is set true, no
294 provisioning jobs (exports) are scheduled. (You can schedule them later with
295 the B<reexport> method.)
301 my $cust_pkgs = @_ ? shift : {};
302 my $invoicing_list = @_ ? shift : '';
304 warn "$me insert called with options ".
305 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
308 local $SIG{HUP} = 'IGNORE';
309 local $SIG{INT} = 'IGNORE';
310 local $SIG{QUIT} = 'IGNORE';
311 local $SIG{TERM} = 'IGNORE';
312 local $SIG{TSTP} = 'IGNORE';
313 local $SIG{PIPE} = 'IGNORE';
315 my $oldAutoCommit = $FS::UID::AutoCommit;
316 local $FS::UID::AutoCommit = 0;
319 my $prepay_identifier = '';
320 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
322 if ( $self->payby eq 'PREPAY' ) {
324 $self->payby('BILL');
325 $prepay_identifier = $self->payinfo;
328 warn " looking up prepaid card $prepay_identifier\n"
331 my $error = $self->get_prepay( $prepay_identifier,
332 'amount_ref' => \$amount,
333 'seconds_ref' => \$seconds,
334 'upbytes_ref' => \$upbytes,
335 'downbytes_ref' => \$downbytes,
336 'totalbytes_ref' => \$totalbytes,
339 $dbh->rollback if $oldAutoCommit;
340 #return "error applying prepaid card (transaction rolled back): $error";
344 $payby = 'PREP' if $amount;
346 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
349 $self->payby('BILL');
350 $amount = $self->paid;
354 warn " inserting $self\n"
357 $self->signupdate(time) unless $self->signupdate;
359 my $error = $self->SUPER::insert;
361 $dbh->rollback if $oldAutoCommit;
362 #return "inserting cust_main record (transaction rolled back): $error";
366 warn " setting invoicing list\n"
369 if ( $invoicing_list ) {
370 $error = $self->check_invoicing_list( $invoicing_list );
372 $dbh->rollback if $oldAutoCommit;
373 #return "checking invoicing_list (transaction rolled back): $error";
376 $self->invoicing_list( $invoicing_list );
379 if ( $conf->config('cust_main-skeleton_tables')
380 && $conf->config('cust_main-skeleton_custnum') ) {
382 warn " inserting skeleton records\n"
385 my $error = $self->start_copy_skel;
387 $dbh->rollback if $oldAutoCommit;
393 warn " ordering packages\n"
396 $error = $self->order_pkgs( $cust_pkgs,
398 'seconds_ref' => \$seconds,
399 'upbytes_ref' => \$upbytes,
400 'downbytes_ref' => \$downbytes,
401 'totalbytes_ref' => \$totalbytes,
404 $dbh->rollback if $oldAutoCommit;
409 $dbh->rollback if $oldAutoCommit;
410 return "No svc_acct record to apply pre-paid time";
412 if ( $upbytes || $downbytes || $totalbytes ) {
413 $dbh->rollback if $oldAutoCommit;
414 return "No svc_acct record to apply pre-paid data";
418 warn " inserting initial $payby payment of $amount\n"
420 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
422 $dbh->rollback if $oldAutoCommit;
423 return "inserting payment (transaction rolled back): $error";
427 unless ( $import || $skip_fuzzyfiles ) {
428 warn " queueing fuzzyfiles update\n"
430 $error = $self->queue_fuzzyfiles_update;
432 $dbh->rollback if $oldAutoCommit;
433 return "updating fuzzy search cache: $error";
437 warn " insert complete; committing transaction\n"
440 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
445 sub start_copy_skel {
448 #'mg_user_preference' => {},
449 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
450 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
451 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
452 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
453 my @tables = eval($conf->config_binary('cust_main-skeleton_tables'));
456 _copy_skel( 'cust_main', #tablename
457 $conf->config('cust_main-skeleton_custnum'), #sourceid
458 $self->custnum, #destid
459 @tables, #child tables
463 #recursive subroutine, not a method
465 my( $table, $sourceid, $destid, %child_tables ) = @_;
468 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
469 ( $table, $primary_key ) = ( $1, $2 );
471 my $dbdef_table = dbdef->table($table);
472 $primary_key = $dbdef_table->primary_key
473 or return "$table has no primary key".
474 " (or do you need to run dbdef-create?)";
477 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
478 join (', ', keys %child_tables). "\n"
481 foreach my $child_table_def ( keys %child_tables ) {
485 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
486 ( $child_table, $child_pkey ) = ( $1, $2 );
488 $child_table = $child_table_def;
490 $child_pkey = dbdef->table($child_table)->primary_key;
491 # or return "$table has no primary key".
492 # " (or do you need to run dbdef-create?)\n";
496 if ( keys %{ $child_tables{$child_table_def} } ) {
498 return "$child_table has no primary key".
499 " (run dbdef-create or try specifying it?)\n"
502 #false laziness w/Record::insert and only works on Pg
503 #refactor the proper last-inserted-id stuff out of Record::insert if this
504 # ever gets use for anything besides a quick kludge for one customer
505 my $default = dbdef->table($child_table)->column($child_pkey)->default;
506 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
507 or return "can't parse $child_table.$child_pkey default value ".
508 " for sequence name: $default";
513 my @sel_columns = grep { $_ ne $primary_key }
514 dbdef->table($child_table)->columns;
515 my $sel_columns = join(', ', @sel_columns );
517 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
518 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
519 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
521 my $sel_st = "SELECT $sel_columns FROM $child_table".
522 " WHERE $primary_key = $sourceid";
525 my $sel_sth = dbh->prepare( $sel_st )
526 or return dbh->errstr;
528 $sel_sth->execute or return $sel_sth->errstr;
530 while ( my $row = $sel_sth->fetchrow_hashref ) {
532 warn " selected row: ".
533 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
537 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
538 my $ins_sth =dbh->prepare($statement)
539 or return dbh->errstr;
540 my @param = ( $destid, map $row->{$_}, @ins_columns );
541 warn " $statement: [ ". join(', ', @param). " ]\n"
543 $ins_sth->execute( @param )
544 or return $ins_sth->errstr;
546 #next unless keys %{ $child_tables{$child_table} };
547 next unless $sequence;
549 #another section of that laziness
550 my $seq_sql = "SELECT currval('$sequence')";
551 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
552 $seq_sth->execute or return $seq_sth->errstr;
553 my $insertid = $seq_sth->fetchrow_arrayref->[0];
555 # don't drink soap! recurse! recurse! okay!
557 _copy_skel( $child_table_def,
558 $row->{$child_pkey}, #sourceid
560 %{ $child_tables{$child_table_def} },
562 return $error if $error;
572 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
573 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
575 Like the insert method on an existing record, this method orders a package
576 and included services atomicaly. Pass a Tie::RefHash data structure to this
577 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
578 be a better explanation of this, but until then, here's an example:
581 tie %hash, 'Tie::RefHash'; #this part is important
583 $cust_pkg => [ $svc_acct ],
586 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
588 Services can be new, in which case they are inserted, or existing unaudited
589 services, in which case they are linked to the newly-created package.
591 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
592 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
594 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
595 on the supplied jobnum (they will not run until the specific job completes).
596 This can be used to defer provisioning until some action completes (such
597 as running the customer's credit card successfully).
599 The I<noexport> option is deprecated. If I<noexport> is set true, no
600 provisioning jobs (exports) are scheduled. (You can schedule them later with
601 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
602 on the cust_main object is not recommended, as existing services will also be
605 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
606 provided, the scalars (provided by references) will be incremented by the
607 values of the prepaid card.`
613 my $cust_pkgs = shift;
614 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
616 $seconds_ref ||= $options{'seconds_ref'};
618 my %svc_options = ();
619 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
620 if exists $options{'depend_jobnum'};
621 warn "$me order_pkgs called with options ".
622 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
625 local $SIG{HUP} = 'IGNORE';
626 local $SIG{INT} = 'IGNORE';
627 local $SIG{QUIT} = 'IGNORE';
628 local $SIG{TERM} = 'IGNORE';
629 local $SIG{TSTP} = 'IGNORE';
630 local $SIG{PIPE} = 'IGNORE';
632 my $oldAutoCommit = $FS::UID::AutoCommit;
633 local $FS::UID::AutoCommit = 0;
636 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
638 foreach my $cust_pkg ( keys %$cust_pkgs ) {
639 $cust_pkg->custnum( $self->custnum );
640 my $error = $cust_pkg->insert;
642 $dbh->rollback if $oldAutoCommit;
643 return "inserting cust_pkg (transaction rolled back): $error";
645 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
646 if ( $svc_something->svcnum ) {
647 my $old_cust_svc = $svc_something->cust_svc;
648 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
649 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
650 $error = $new_cust_svc->replace($old_cust_svc);
652 $svc_something->pkgnum( $cust_pkg->pkgnum );
653 if ( $svc_something->isa('FS::svc_acct') ) {
654 foreach ( grep { $options{$_.'_ref'} && ${ $options{$_.'_ref'} } }
655 qw( seconds upbytes downbytes totalbytes )
657 $svc_something->$_( $svc_something->$_() + ${$options{$_.'_ref'}} );
658 ${ $options{$_.'_ref'} } = 0;
661 $error = $svc_something->insert(%svc_options);
664 $dbh->rollback if $oldAutoCommit;
665 #return "inserting svc_ (transaction rolled back): $error";
671 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
675 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
677 Recharges this (existing) customer with the specified prepaid card (see
678 L<FS::prepay_credit>), specified either by I<identifier> or as an
679 FS::prepay_credit object. If there is an error, returns the error, otherwise
682 Optionally, five scalar references can be passed as well. They will have their
683 values filled in with the amount, number of seconds, and number of upload,
684 download, and total bytes applied by this prepaid card.
688 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
689 #the only place that uses these args
690 sub recharge_prepay {
691 my( $self, $prepay_credit, $amountref, $secondsref,
692 $upbytesref, $downbytesref, $totalbytesref ) = @_;
694 local $SIG{HUP} = 'IGNORE';
695 local $SIG{INT} = 'IGNORE';
696 local $SIG{QUIT} = 'IGNORE';
697 local $SIG{TERM} = 'IGNORE';
698 local $SIG{TSTP} = 'IGNORE';
699 local $SIG{PIPE} = 'IGNORE';
701 my $oldAutoCommit = $FS::UID::AutoCommit;
702 local $FS::UID::AutoCommit = 0;
705 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
707 my $error = $self->get_prepay( $prepay_credit,
708 'amount_ref' => \$amount,
709 'seconds_ref' => \$seconds,
710 'upbytes_ref' => \$upbytes,
711 'downbytes_ref' => \$downbytes,
712 'totalbytes_ref' => \$totalbytes,
714 || $self->increment_seconds($seconds)
715 || $self->increment_upbytes($upbytes)
716 || $self->increment_downbytes($downbytes)
717 || $self->increment_totalbytes($totalbytes)
718 || $self->insert_cust_pay_prepay( $amount,
720 ? $prepay_credit->identifier
725 $dbh->rollback if $oldAutoCommit;
729 if ( defined($amountref) ) { $$amountref = $amount; }
730 if ( defined($secondsref) ) { $$secondsref = $seconds; }
731 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
732 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
733 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
735 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
740 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
742 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
743 specified either by I<identifier> or as an FS::prepay_credit object.
745 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
746 incremented by the values of the prepaid card.
748 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
749 check or set this customer's I<agentnum>.
751 If there is an error, returns the error, otherwise returns false.
757 my( $self, $prepay_credit, %opt ) = @_;
759 local $SIG{HUP} = 'IGNORE';
760 local $SIG{INT} = 'IGNORE';
761 local $SIG{QUIT} = 'IGNORE';
762 local $SIG{TERM} = 'IGNORE';
763 local $SIG{TSTP} = 'IGNORE';
764 local $SIG{PIPE} = 'IGNORE';
766 my $oldAutoCommit = $FS::UID::AutoCommit;
767 local $FS::UID::AutoCommit = 0;
770 unless ( ref($prepay_credit) ) {
772 my $identifier = $prepay_credit;
774 $prepay_credit = qsearchs(
776 { 'identifier' => $prepay_credit },
781 unless ( $prepay_credit ) {
782 $dbh->rollback if $oldAutoCommit;
783 return "Invalid prepaid card: ". $identifier;
788 if ( $prepay_credit->agentnum ) {
789 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
790 $dbh->rollback if $oldAutoCommit;
791 return "prepaid card not valid for agent ". $self->agentnum;
793 $self->agentnum($prepay_credit->agentnum);
796 my $error = $prepay_credit->delete;
798 $dbh->rollback if $oldAutoCommit;
799 return "removing prepay_credit (transaction rolled back): $error";
802 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
803 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
805 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
810 =item increment_upbytes SECONDS
812 Updates this customer's single or primary account (see L<FS::svc_acct>) by
813 the specified number of upbytes. If there is an error, returns the error,
814 otherwise returns false.
818 sub increment_upbytes {
819 _increment_column( shift, 'upbytes', @_);
822 =item increment_downbytes SECONDS
824 Updates this customer's single or primary account (see L<FS::svc_acct>) by
825 the specified number of downbytes. If there is an error, returns the error,
826 otherwise returns false.
830 sub increment_downbytes {
831 _increment_column( shift, 'downbytes', @_);
834 =item increment_totalbytes SECONDS
836 Updates this customer's single or primary account (see L<FS::svc_acct>) by
837 the specified number of totalbytes. If there is an error, returns the error,
838 otherwise returns false.
842 sub increment_totalbytes {
843 _increment_column( shift, 'totalbytes', @_);
846 =item increment_seconds SECONDS
848 Updates this customer's single or primary account (see L<FS::svc_acct>) by
849 the specified number of seconds. If there is an error, returns the error,
850 otherwise returns false.
854 sub increment_seconds {
855 _increment_column( shift, 'seconds', @_);
858 =item _increment_column AMOUNT
860 Updates this customer's single or primary account (see L<FS::svc_acct>) by
861 the specified number of seconds or bytes. If there is an error, returns
862 the error, otherwise returns false.
866 sub _increment_column {
867 my( $self, $column, $amount ) = @_;
868 warn "$me increment_column called: $column, $amount\n"
871 return '' unless $amount;
873 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
874 $self->ncancelled_pkgs;
877 return 'No packages with primary or single services found'.
878 ' to apply pre-paid time';
879 } elsif ( scalar(@cust_pkg) > 1 ) {
880 #maybe have a way to specify the package/account?
881 return 'Multiple packages found to apply pre-paid time';
884 my $cust_pkg = $cust_pkg[0];
885 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
889 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
892 return 'No account found to apply pre-paid time';
893 } elsif ( scalar(@cust_svc) > 1 ) {
894 return 'Multiple accounts found to apply pre-paid time';
897 my $svc_acct = $cust_svc[0]->svc_x;
898 warn " found service svcnum ". $svc_acct->pkgnum.
899 ' ('. $svc_acct->email. ")\n"
902 $column = "increment_$column";
903 $svc_acct->$column($amount);
907 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
909 Inserts a prepayment in the specified amount for this customer. An optional
910 second argument can specify the prepayment identifier for tracking purposes.
911 If there is an error, returns the error, otherwise returns false.
915 sub insert_cust_pay_prepay {
916 shift->insert_cust_pay('PREP', @_);
919 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
921 Inserts a cash payment in the specified amount for this customer. An optional
922 second argument can specify the payment identifier for tracking purposes.
923 If there is an error, returns the error, otherwise returns false.
927 sub insert_cust_pay_cash {
928 shift->insert_cust_pay('CASH', @_);
931 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
933 Inserts a Western Union payment in the specified amount for this customer. An
934 optional second argument can specify the prepayment identifier for tracking
935 purposes. If there is an error, returns the error, otherwise returns false.
939 sub insert_cust_pay_west {
940 shift->insert_cust_pay('WEST', @_);
943 sub insert_cust_pay {
944 my( $self, $payby, $amount ) = splice(@_, 0, 3);
945 my $payinfo = scalar(@_) ? shift : '';
947 my $cust_pay = new FS::cust_pay {
948 'custnum' => $self->custnum,
949 'paid' => sprintf('%.2f', $amount),
950 #'_date' => #date the prepaid card was purchased???
952 'payinfo' => $payinfo,
960 This method is deprecated. See the I<depend_jobnum> option to the insert and
961 order_pkgs methods for a better way to defer provisioning.
963 Re-schedules all exports by calling the B<reexport> method of all associated
964 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
965 otherwise returns false.
972 carp "WARNING: FS::cust_main::reexport is deprectated; ".
973 "use the depend_jobnum option to insert or order_pkgs to delay export";
975 local $SIG{HUP} = 'IGNORE';
976 local $SIG{INT} = 'IGNORE';
977 local $SIG{QUIT} = 'IGNORE';
978 local $SIG{TERM} = 'IGNORE';
979 local $SIG{TSTP} = 'IGNORE';
980 local $SIG{PIPE} = 'IGNORE';
982 my $oldAutoCommit = $FS::UID::AutoCommit;
983 local $FS::UID::AutoCommit = 0;
986 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
987 my $error = $cust_pkg->reexport;
989 $dbh->rollback if $oldAutoCommit;
994 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
999 =item delete NEW_CUSTNUM
1001 This deletes the customer. If there is an error, returns the error, otherwise
1004 This will completely remove all traces of the customer record. This is not
1005 what you want when a customer cancels service; for that, cancel all of the
1006 customer's packages (see L</cancel>).
1008 If the customer has any uncancelled packages, you need to pass a new (valid)
1009 customer number for those packages to be transferred to. Cancelled packages
1010 will be deleted. Did I mention that this is NOT what you want when a customer
1011 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1013 You can't delete a customer with invoices (see L<FS::cust_bill>),
1014 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1015 refunds (see L<FS::cust_refund>).
1022 local $SIG{HUP} = 'IGNORE';
1023 local $SIG{INT} = 'IGNORE';
1024 local $SIG{QUIT} = 'IGNORE';
1025 local $SIG{TERM} = 'IGNORE';
1026 local $SIG{TSTP} = 'IGNORE';
1027 local $SIG{PIPE} = 'IGNORE';
1029 my $oldAutoCommit = $FS::UID::AutoCommit;
1030 local $FS::UID::AutoCommit = 0;
1033 if ( $self->cust_bill ) {
1034 $dbh->rollback if $oldAutoCommit;
1035 return "Can't delete a customer with invoices";
1037 if ( $self->cust_credit ) {
1038 $dbh->rollback if $oldAutoCommit;
1039 return "Can't delete a customer with credits";
1041 if ( $self->cust_pay ) {
1042 $dbh->rollback if $oldAutoCommit;
1043 return "Can't delete a customer with payments";
1045 if ( $self->cust_refund ) {
1046 $dbh->rollback if $oldAutoCommit;
1047 return "Can't delete a customer with refunds";
1050 my @cust_pkg = $self->ncancelled_pkgs;
1052 my $new_custnum = shift;
1053 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1054 $dbh->rollback if $oldAutoCommit;
1055 return "Invalid new customer number: $new_custnum";
1057 foreach my $cust_pkg ( @cust_pkg ) {
1058 my %hash = $cust_pkg->hash;
1059 $hash{'custnum'} = $new_custnum;
1060 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1061 my $error = $new_cust_pkg->replace($cust_pkg,
1062 options => { $cust_pkg->options },
1065 $dbh->rollback if $oldAutoCommit;
1070 my @cancelled_cust_pkg = $self->all_pkgs;
1071 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1072 my $error = $cust_pkg->delete;
1074 $dbh->rollback if $oldAutoCommit;
1079 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1080 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1082 my $error = $cust_main_invoice->delete;
1084 $dbh->rollback if $oldAutoCommit;
1089 my $error = $self->SUPER::delete;
1091 $dbh->rollback if $oldAutoCommit;
1095 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1100 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1102 Replaces the OLD_RECORD with this one in the database. If there is an error,
1103 returns the error, otherwise returns false.
1105 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1106 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1107 expected and rollback the entire transaction; it is not necessary to call
1108 check_invoicing_list first. Here's an example:
1110 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1118 warn "$me replace called\n"
1121 local $SIG{HUP} = 'IGNORE';
1122 local $SIG{INT} = 'IGNORE';
1123 local $SIG{QUIT} = 'IGNORE';
1124 local $SIG{TERM} = 'IGNORE';
1125 local $SIG{TSTP} = 'IGNORE';
1126 local $SIG{PIPE} = 'IGNORE';
1128 # We absolutely have to have an old vs. new record to make this work.
1129 if (!defined($old)) {
1130 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1133 my $curuser = $FS::CurrentUser::CurrentUser;
1134 if ( $self->payby eq 'COMP'
1135 && $self->payby ne $old->payby
1136 && ! $curuser->access_right('Complimentary customer')
1139 return "You are not permitted to create complimentary accounts.";
1142 local($ignore_expired_card) = 1
1143 if $old->payby =~ /^(CARD|DCRD)$/
1144 && $self->payby =~ /^(CARD|DCRD)$/
1145 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1147 my $oldAutoCommit = $FS::UID::AutoCommit;
1148 local $FS::UID::AutoCommit = 0;
1151 my $error = $self->SUPER::replace($old);
1154 $dbh->rollback if $oldAutoCommit;
1158 if ( @param ) { # INVOICING_LIST_ARYREF
1159 my $invoicing_list = shift @param;
1160 $error = $self->check_invoicing_list( $invoicing_list );
1162 $dbh->rollback if $oldAutoCommit;
1165 $self->invoicing_list( $invoicing_list );
1168 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1169 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1170 # card/check/lec info has changed, want to retry realtime_ invoice events
1171 my $error = $self->retry_realtime;
1173 $dbh->rollback if $oldAutoCommit;
1178 unless ( $import || $skip_fuzzyfiles ) {
1179 $error = $self->queue_fuzzyfiles_update;
1181 $dbh->rollback if $oldAutoCommit;
1182 return "updating fuzzy search cache: $error";
1186 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1191 =item queue_fuzzyfiles_update
1193 Used by insert & replace to update the fuzzy search cache
1197 sub queue_fuzzyfiles_update {
1200 local $SIG{HUP} = 'IGNORE';
1201 local $SIG{INT} = 'IGNORE';
1202 local $SIG{QUIT} = 'IGNORE';
1203 local $SIG{TERM} = 'IGNORE';
1204 local $SIG{TSTP} = 'IGNORE';
1205 local $SIG{PIPE} = 'IGNORE';
1207 my $oldAutoCommit = $FS::UID::AutoCommit;
1208 local $FS::UID::AutoCommit = 0;
1211 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1212 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1214 $dbh->rollback if $oldAutoCommit;
1215 return "queueing job (transaction rolled back): $error";
1218 if ( $self->ship_last ) {
1219 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1220 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1222 $dbh->rollback if $oldAutoCommit;
1223 return "queueing job (transaction rolled back): $error";
1227 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1234 Checks all fields to make sure this is a valid customer record. If there is
1235 an error, returns the error, otherwise returns false. Called by the insert
1236 and replace methods.
1243 warn "$me check BEFORE: \n". $self->_dump
1247 $self->ut_numbern('custnum')
1248 || $self->ut_number('agentnum')
1249 || $self->ut_textn('agent_custid')
1250 || $self->ut_number('refnum')
1251 || $self->ut_textn('custbatch')
1252 || $self->ut_name('last')
1253 || $self->ut_name('first')
1254 || $self->ut_snumbern('birthdate')
1255 || $self->ut_snumbern('signupdate')
1256 || $self->ut_textn('company')
1257 || $self->ut_text('address1')
1258 || $self->ut_textn('address2')
1259 || $self->ut_text('city')
1260 || $self->ut_textn('county')
1261 || $self->ut_textn('state')
1262 || $self->ut_country('country')
1263 || $self->ut_anything('comments')
1264 || $self->ut_numbern('referral_custnum')
1265 || $self->ut_textn('stateid')
1266 || $self->ut_textn('stateid_state')
1268 #barf. need message catalogs. i18n. etc.
1269 $error .= "Please select an advertising source."
1270 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1271 return $error if $error;
1273 return "Unknown agent"
1274 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1276 return "Unknown refnum"
1277 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1279 return "Unknown referring custnum: ". $self->referral_custnum
1280 unless ! $self->referral_custnum
1281 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1283 if ( $self->ss eq '' ) {
1288 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1289 or return "Illegal social security number: ". $self->ss;
1290 $self->ss("$1-$2-$3");
1294 # bad idea to disable, causes billing to fail because of no tax rates later
1295 # unless ( $import ) {
1296 unless ( qsearch('cust_main_county', {
1297 'country' => $self->country,
1300 return "Unknown state/county/country: ".
1301 $self->state. "/". $self->county. "/". $self->country
1302 unless qsearch('cust_main_county',{
1303 'state' => $self->state,
1304 'county' => $self->county,
1305 'country' => $self->country,
1311 $self->ut_phonen('daytime', $self->country)
1312 || $self->ut_phonen('night', $self->country)
1313 || $self->ut_phonen('fax', $self->country)
1314 || $self->ut_zip('zip', $self->country)
1316 return $error if $error;
1318 if ( $conf->exists('cust_main-require_phone')
1319 && ! length($self->daytime) && ! length($self->night)
1322 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1324 : FS::Msgcat::_gettext('daytime');
1325 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1327 : FS::Msgcat::_gettext('night');
1329 return "$daytime_label or $night_label is required"
1333 if ( $self->has_ship_address
1334 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1335 $self->addr_fields )
1339 $self->ut_name('ship_last')
1340 || $self->ut_name('ship_first')
1341 || $self->ut_textn('ship_company')
1342 || $self->ut_text('ship_address1')
1343 || $self->ut_textn('ship_address2')
1344 || $self->ut_text('ship_city')
1345 || $self->ut_textn('ship_county')
1346 || $self->ut_textn('ship_state')
1347 || $self->ut_country('ship_country')
1349 return $error if $error;
1351 #false laziness with above
1352 unless ( qsearchs('cust_main_county', {
1353 'country' => $self->ship_country,
1356 return "Unknown ship_state/ship_county/ship_country: ".
1357 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1358 unless qsearch('cust_main_county',{
1359 'state' => $self->ship_state,
1360 'county' => $self->ship_county,
1361 'country' => $self->ship_country,
1367 $self->ut_phonen('ship_daytime', $self->ship_country)
1368 || $self->ut_phonen('ship_night', $self->ship_country)
1369 || $self->ut_phonen('ship_fax', $self->ship_country)
1370 || $self->ut_zip('ship_zip', $self->ship_country)
1372 return $error if $error;
1374 return "Unit # is required."
1375 if $self->ship_address2 =~ /^\s*$/
1376 && $conf->exists('cust_main-require_address2');
1378 } else { # ship_ info eq billing info, so don't store dup info in database
1380 $self->setfield("ship_$_", '')
1381 foreach $self->addr_fields;
1383 return "Unit # is required."
1384 if $self->address2 =~ /^\s*$/
1385 && $conf->exists('cust_main-require_address2');
1389 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1390 # or return "Illegal payby: ". $self->payby;
1392 FS::payby->can_payby($self->table, $self->payby)
1393 or return "Illegal payby: ". $self->payby;
1395 $error = $self->ut_numbern('paystart_month')
1396 || $self->ut_numbern('paystart_year')
1397 || $self->ut_numbern('payissue')
1398 || $self->ut_textn('paytype')
1400 return $error if $error;
1402 if ( $self->payip eq '' ) {
1405 $error = $self->ut_ip('payip');
1406 return $error if $error;
1409 # If it is encrypted and the private key is not availaible then we can't
1410 # check the credit card.
1412 my $check_payinfo = 1;
1414 if ($self->is_encrypted($self->payinfo)) {
1418 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1420 my $payinfo = $self->payinfo;
1421 $payinfo =~ s/\D//g;
1422 $payinfo =~ /^(\d{13,16})$/
1423 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1425 $self->payinfo($payinfo);
1427 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1429 return gettext('unknown_card_type')
1430 if cardtype($self->payinfo) eq "Unknown";
1432 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1434 return 'Banned credit card: banned on '.
1435 time2str('%a %h %o at %r', $ban->_date).
1436 ' by '. $ban->otaker.
1437 ' (ban# '. $ban->bannum. ')';
1440 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1441 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1442 $self->paycvv =~ /^(\d{4})$/
1443 or return "CVV2 (CID) for American Express cards is four digits.";
1446 $self->paycvv =~ /^(\d{3})$/
1447 or return "CVV2 (CVC2/CID) is three digits.";
1454 my $cardtype = cardtype($payinfo);
1455 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1457 return "Start date or issue number is required for $cardtype cards"
1458 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1460 return "Start month must be between 1 and 12"
1461 if $self->paystart_month
1462 and $self->paystart_month < 1 || $self->paystart_month > 12;
1464 return "Start year must be 1990 or later"
1465 if $self->paystart_year
1466 and $self->paystart_year < 1990;
1468 return "Issue number must be beween 1 and 99"
1470 and $self->payissue < 1 || $self->payissue > 99;
1473 $self->paystart_month('');
1474 $self->paystart_year('');
1475 $self->payissue('');
1478 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1480 my $payinfo = $self->payinfo;
1481 $payinfo =~ s/[^\d\@]//g;
1482 if ( $conf->exists('echeck-nonus') ) {
1483 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1484 $payinfo = "$1\@$2";
1486 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1487 $payinfo = "$1\@$2";
1489 $self->payinfo($payinfo);
1492 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1494 return 'Banned ACH account: banned on '.
1495 time2str('%a %h %o at %r', $ban->_date).
1496 ' by '. $ban->otaker.
1497 ' (ban# '. $ban->bannum. ')';
1500 } elsif ( $self->payby eq 'LECB' ) {
1502 my $payinfo = $self->payinfo;
1503 $payinfo =~ s/\D//g;
1504 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1506 $self->payinfo($payinfo);
1509 } elsif ( $self->payby eq 'BILL' ) {
1511 $error = $self->ut_textn('payinfo');
1512 return "Illegal P.O. number: ". $self->payinfo if $error;
1515 } elsif ( $self->payby eq 'COMP' ) {
1517 my $curuser = $FS::CurrentUser::CurrentUser;
1518 if ( ! $self->custnum
1519 && ! $curuser->access_right('Complimentary customer')
1522 return "You are not permitted to create complimentary accounts."
1525 $error = $self->ut_textn('payinfo');
1526 return "Illegal comp account issuer: ". $self->payinfo if $error;
1529 } elsif ( $self->payby eq 'PREPAY' ) {
1531 my $payinfo = $self->payinfo;
1532 $payinfo =~ s/\W//g; #anything else would just confuse things
1533 $self->payinfo($payinfo);
1534 $error = $self->ut_alpha('payinfo');
1535 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1536 return "Unknown prepayment identifier"
1537 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1542 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1543 return "Expiration date required"
1544 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1548 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1549 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1550 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1551 ( $m, $y ) = ( $3, "20$2" );
1553 return "Illegal expiration date: ". $self->paydate;
1555 $self->paydate("$y-$m-01");
1556 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1557 return gettext('expired_card')
1559 && !$ignore_expired_card
1560 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1563 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1564 ( ! $conf->exists('require_cardname')
1565 || $self->payby !~ /^(CARD|DCRD)$/ )
1567 $self->payname( $self->first. " ". $self->getfield('last') );
1569 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1570 or return gettext('illegal_name'). " payname: ". $self->payname;
1574 foreach my $flag (qw( tax spool_cdr archived )) {
1575 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1579 $self->otaker(getotaker) unless $self->otaker;
1581 warn "$me check AFTER: \n". $self->_dump
1584 $self->SUPER::check;
1589 Returns a list of fields which have ship_ duplicates.
1594 qw( last first company
1595 address1 address2 city county state zip country
1600 =item has_ship_address
1602 Returns true if this customer record has a separate shipping address.
1606 sub has_ship_address {
1608 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1613 Returns all packages (see L<FS::cust_pkg>) for this customer.
1620 return $self->num_pkgs unless wantarray;
1623 if ( $self->{'_pkgnum'} ) {
1624 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1626 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1629 sort sort_packages @cust_pkg;
1632 =item ncancelled_pkgs
1634 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1638 sub ncancelled_pkgs {
1641 return $self->num_ncancelled_pkgs unless wantarray;
1644 if ( $self->{'_pkgnum'} ) {
1646 @cust_pkg = grep { ! $_->getfield('cancel') }
1647 values %{ $self->{'_pkgnum'}->cache };
1652 qsearch( 'cust_pkg', {
1653 'custnum' => $self->custnum,
1657 qsearch( 'cust_pkg', {
1658 'custnum' => $self->custnum,
1663 sort sort_packages @cust_pkg;
1667 # This should be generalized to use config options to determine order.
1670 if ( $a->get('cancel') xor $b->get('cancel') ) {
1671 return -1 if $b->get('cancel');
1672 return 1 if $a->get('cancel');
1673 #shouldn't get here...
1676 my @a_cust_svc = $a->cust_svc;
1677 my @b_cust_svc = $b->cust_svc;
1678 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1679 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1680 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1681 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1686 =item suspended_pkgs
1688 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1692 sub suspended_pkgs {
1694 grep { $_->susp } $self->ncancelled_pkgs;
1697 =item unflagged_suspended_pkgs
1699 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1700 customer (thouse packages without the `manual_flag' set).
1704 sub unflagged_suspended_pkgs {
1706 return $self->suspended_pkgs
1707 unless dbdef->table('cust_pkg')->column('manual_flag');
1708 grep { ! $_->manual_flag } $self->suspended_pkgs;
1711 =item unsuspended_pkgs
1713 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1718 sub unsuspended_pkgs {
1720 grep { ! $_->susp } $self->ncancelled_pkgs;
1723 =item num_cancelled_pkgs
1725 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1730 sub num_cancelled_pkgs {
1731 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1734 sub num_ncancelled_pkgs {
1735 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1739 my( $self ) = shift;
1740 my $sql = scalar(@_) ? shift : '';
1741 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1742 my $sth = dbh->prepare(
1743 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1744 ) or die dbh->errstr;
1745 $sth->execute($self->custnum) or die $sth->errstr;
1746 $sth->fetchrow_arrayref->[0];
1751 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1752 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1753 on success or a list of errors.
1759 grep { $_->unsuspend } $self->suspended_pkgs;
1764 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1766 Returns a list: an empty list on success or a list of errors.
1772 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1775 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1777 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1778 PKGPARTs (see L<FS::part_pkg>).
1780 Returns a list: an empty list on success or a list of errors.
1784 sub suspend_if_pkgpart {
1786 my (@pkgparts, %opt);
1787 if (ref($_[0]) eq 'HASH'){
1788 @pkgparts = @{$_[0]{pkgparts}};
1793 grep { $_->suspend(%opt) }
1794 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1795 $self->unsuspended_pkgs;
1798 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1800 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1801 listed PKGPARTs (see L<FS::part_pkg>).
1803 Returns a list: an empty list on success or a list of errors.
1807 sub suspend_unless_pkgpart {
1809 my (@pkgparts, %opt);
1810 if (ref($_[0]) eq 'HASH'){
1811 @pkgparts = @{$_[0]{pkgparts}};
1816 grep { $_->suspend(%opt) }
1817 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1818 $self->unsuspended_pkgs;
1821 =item cancel [ OPTION => VALUE ... ]
1823 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1825 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1827 I<quiet> can be set true to supress email cancellation notices.
1829 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1831 I<ban> can be set true to ban this customer's credit card or ACH information,
1834 Always returns a list: an empty list on success or a list of errors.
1842 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1844 #should try decryption (we might have the private key)
1845 # and if not maybe queue a job for the server that does?
1846 return ( "Can't (yet) ban encrypted credit cards" )
1847 if $self->is_encrypted($self->payinfo);
1849 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1850 my $error = $ban->insert;
1851 return ( $error ) if $error;
1855 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1858 sub _banned_pay_hashref {
1869 'payby' => $payby2ban{$self->payby},
1870 'payinfo' => md5_base64($self->payinfo),
1871 #don't ever *search* on reason! #'reason' =>
1877 Returns all notes (see L<FS::cust_main_note>) for this customer.
1884 qsearch( 'cust_main_note',
1885 { 'custnum' => $self->custnum },
1887 'ORDER BY _DATE DESC'
1893 Returns the agent (see L<FS::agent>) for this customer.
1899 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1902 =item bill_and_collect
1904 Cancels and suspends any packages due, generates bills, applies payments and
1907 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1909 Options are passed as name-value pairs. Currently available options are:
1915 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:
1919 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1923 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.
1927 If set true, re-charges setup fees.
1931 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)
1937 sub bill_and_collect {
1938 my( $self, %options ) = @_;
1940 #$options{actual_time} not $options{time} because freeside-daily -d is for
1941 #pre-printing invoices
1942 $self->cancel_expired_pkgs( $options{actual_time} );
1943 $self->suspend_adjourned_pkgs( $options{actual_time} );
1945 my $error = $self->bill( %options );
1946 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
1948 $self->apply_payments_and_credits;
1950 unless ( $conf->exists('cancelled_cust-noevents')
1951 && ! $self->num_ncancelled_pkgs
1954 $error = $self->collect( %options );
1955 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
1961 sub cancel_expired_pkgs {
1962 my ( $self, $time ) = @_;
1964 my @cancel_pkgs = grep { $_->expire && $_->expire <= $time }
1965 $self->ncancelled_pkgs;
1967 foreach my $cust_pkg ( @cancel_pkgs ) {
1968 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
1969 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
1970 'reason_otaker' => $cpr->otaker
1974 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
1975 " for custnum ". $self->custnum. ": $error"
1981 sub suspend_adjourned_pkgs {
1982 my ( $self, $time ) = @_;
1986 && ( ( $_->part_pkg->is_prepaid
1991 && $_->adjourn <= $time
1995 $self->ncancelled_pkgs;
1997 foreach my $cust_pkg ( @susp_pkgs ) {
1998 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
1999 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2000 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2001 'reason_otaker' => $cpr->otaker
2006 warn "Error suspending package ". $cust_pkg->pkgnum.
2007 " for custnum ". $self->custnum. ": $error"
2015 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2016 conjunction with the collect method.
2018 If there is an error, returns the error, otherwise returns false.
2020 Options are passed as name-value pairs. Currently available options are:
2024 =item resetup - if set true, re-charges setup fees.
2026 =item time - 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:
2030 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2032 =item invoice_time - 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.
2039 my( $self, %options ) = @_;
2040 return '' if $self->payby eq 'COMP';
2041 warn "$me bill customer ". $self->custnum. "\n"
2044 my $time = $options{'time'} || time;
2049 local $SIG{HUP} = 'IGNORE';
2050 local $SIG{INT} = 'IGNORE';
2051 local $SIG{QUIT} = 'IGNORE';
2052 local $SIG{TERM} = 'IGNORE';
2053 local $SIG{TSTP} = 'IGNORE';
2054 local $SIG{PIPE} = 'IGNORE';
2056 my $oldAutoCommit = $FS::UID::AutoCommit;
2057 local $FS::UID::AutoCommit = 0;
2060 $self->select_for_update; #mutex
2062 #create a new invoice
2063 #(we'll remove it later if it doesn't actually need to be generated [contains
2064 # no line items] and we're inside a transaciton so nothing else will see it)
2065 my $cust_bill = new FS::cust_bill ( {
2066 'custnum' => $self->custnum,
2067 '_date' => ( $options{'invoice_time'} || $time ),
2068 #'charged' => $charged,
2071 $error = $cust_bill->insert;
2073 $dbh->rollback if $oldAutoCommit;
2074 return "can't create invoice for customer #". $self->custnum. ": $error";
2076 my $invnum = $cust_bill->invnum;
2079 # find the packages which are due for billing, find out how much they are
2080 # & generate invoice database.
2083 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2085 my @precommit_hooks = ();
2087 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2088 foreach my $cust_pkg (@cust_pkgs) {
2090 #NO!! next if $cust_pkg->cancel;
2091 next if $cust_pkg->getfield('cancel');
2093 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2095 #? to avoid use of uninitialized value errors... ?
2096 $cust_pkg->setfield('bill', '')
2097 unless defined($cust_pkg->bill);
2099 my $part_pkg = $cust_pkg->part_pkg;
2101 my %hash = $cust_pkg->hash;
2102 my $old_cust_pkg = new FS::cust_pkg \%hash;
2112 if ( ! $cust_pkg->setup &&
2114 ( $conf->exists('disable_setup_suspended_pkgs') &&
2115 ! $cust_pkg->getfield('susp')
2116 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2118 || $options{'resetup'}
2121 warn " bill setup\n" if $DEBUG > 1;
2123 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2125 $dbh->rollback if $oldAutoCommit;
2126 return "$@ running calc_setup for $cust_pkg\n";
2129 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2131 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2135 # bill recurring fee
2138 #XXX unit stuff here too
2142 if ( $part_pkg->getfield('freq') ne '0' &&
2143 ! $cust_pkg->getfield('susp') &&
2144 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2147 # XXX should this be a package event? probably. events are called
2148 # at collection time at the moment, though...
2149 if ( $part_pkg->can('reset_usage') ) {
2150 warn " resetting usage counters" if $DEBUG > 1;
2151 $part_pkg->reset_usage($cust_pkg);
2154 warn " bill recur\n" if $DEBUG > 1;
2156 # XXX shared with $recur_prog
2157 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2159 #over two params! lets at least switch to a hashref for the rest...
2160 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2162 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2164 $dbh->rollback if $oldAutoCommit;
2165 return "$@ running calc_recur for $cust_pkg\n";
2168 #change this bit to use Date::Manip? CAREFUL with timezones (see
2169 # mailing list archive)
2170 my ($sec,$min,$hour,$mday,$mon,$year) =
2171 (localtime($sdate) )[0,1,2,3,4,5];
2173 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2174 # only for figuring next bill date, nothing else, so, reset $sdate again
2176 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2177 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2178 $cust_pkg->last_bill($sdate);
2180 if ( $part_pkg->freq =~ /^\d+$/ ) {
2181 $mon += $part_pkg->freq;
2182 until ( $mon < 12 ) { $mon -= 12; $year++; }
2183 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2185 $mday += $weeks * 7;
2186 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2189 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2193 $dbh->rollback if $oldAutoCommit;
2194 return "unparsable frequency: ". $part_pkg->freq;
2196 $cust_pkg->setfield('bill',
2197 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2200 warn "\$setup is undefined" unless defined($setup);
2201 warn "\$recur is undefined" unless defined($recur);
2202 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2205 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2208 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2210 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2213 $error=$cust_pkg->replace($old_cust_pkg,
2214 options => { $cust_pkg->options },
2216 if ( $error ) { #just in case
2217 $dbh->rollback if $oldAutoCommit;
2218 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2221 $setup = sprintf( "%.2f", $setup );
2222 $recur = sprintf( "%.2f", $recur );
2223 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2224 $dbh->rollback if $oldAutoCommit;
2225 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2227 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2228 $dbh->rollback if $oldAutoCommit;
2229 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2232 if ( $setup != 0 || $recur != 0 ) {
2234 # Only create a postal charge if:
2235 # - this package has a recurring fee OR postal charges are enabled for non-recurring fees
2236 # - AND there isn't already a postal charge for this invoice.
2237 if ( (!$postal_charge) &&
2238 ( !$conf->exists('postal_invoice-recurring_only') ||
2241 $postal_charge = 1; # try only once
2242 my $postal_pkg = $self->charge_postal_fee();
2243 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2244 $dbh->rollback if $oldAutoCommit;
2245 return "can't charge postal invoice fee for customer ".
2246 $self->custnum. ": $postal_pkg";
2248 if ( $postal_pkg ) {
2249 push @cust_pkgs, $postal_pkg;
2253 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2256 push @details, map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2258 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2259 'invnum' => $invnum,
2260 'pkgnum' => $cust_pkg->pkgnum,
2262 'unitsetup' => $unitsetup,
2264 'unitrecur' => $unitrecur,
2265 'quantity' => $cust_pkg->quantity,
2266 'details' => \@details,
2269 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2270 $cust_bill_pkg->sdate( $hash{last_bill} );
2271 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2272 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2273 $cust_bill_pkg->sdate( $sdate );
2274 $cust_bill_pkg->edate( $cust_pkg->bill );
2277 $error = $cust_bill_pkg->insert;
2279 $dbh->rollback if $oldAutoCommit;
2280 return "can't create invoice line item for invoice #$invnum: $error";
2282 $total_setup += $setup;
2283 $total_recur += $recur;
2289 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2292 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2295 my %taxhash = map { $_ => $self->get("$prefix$_") }
2296 qw( state county country );
2298 $taxhash{'taxclass'} = $part_pkg->taxclass;
2300 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2303 $taxhash{'taxclass'} = '';
2304 @taxes = qsearch( 'cust_main_county', \%taxhash );
2307 #one more try at a whole-country tax rate
2309 $taxhash{$_} = '' foreach qw( state county );
2310 @taxes = qsearch( 'cust_main_county', \%taxhash );
2313 # maybe eliminate this entirely, along with all the 0% records
2315 $dbh->rollback if $oldAutoCommit;
2317 "fatal: can't find tax rate for state/county/country/taxclass ".
2318 join('/', ( map $self->get("$prefix$_"),
2319 qw(state county country)
2321 $part_pkg->taxclass ). "\n";
2324 foreach my $tax ( @taxes ) {
2326 my $taxable_charged = 0;
2327 $taxable_charged += $setup
2328 unless $part_pkg->setuptax =~ /^Y$/i
2329 || $tax->setuptax =~ /^Y$/i;
2330 $taxable_charged += $recur
2331 unless $part_pkg->recurtax =~ /^Y$/i
2332 || $tax->recurtax =~ /^Y$/i;
2333 next unless $taxable_charged;
2335 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2336 #my ($mon,$year) = (localtime($sdate) )[4,5];
2337 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2339 my $freq = $part_pkg->freq || 1;
2340 if ( $freq !~ /(\d+)$/ ) {
2341 $dbh->rollback if $oldAutoCommit;
2342 return "daily/weekly package definitions not (yet?)".
2343 " compatible with monthly tax exemptions";
2345 my $taxable_per_month =
2346 sprintf("%.2f", $taxable_charged / $freq );
2348 #call the whole thing off if this customer has any old
2349 #exemption records...
2350 my @cust_tax_exempt =
2351 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2352 if ( @cust_tax_exempt ) {
2353 $dbh->rollback if $oldAutoCommit;
2355 'this customer still has old-style tax exemption records; '.
2356 'run bin/fs-migrate-cust_tax_exempt?';
2359 foreach my $which_month ( 1 .. $freq ) {
2361 #maintain the new exemption table now
2364 FROM cust_tax_exempt_pkg
2365 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2366 LEFT JOIN cust_bill USING ( invnum )
2372 my $sth = dbh->prepare($sql) or do {
2373 $dbh->rollback if $oldAutoCommit;
2374 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2382 $dbh->rollback if $oldAutoCommit;
2383 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2385 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2387 my $remaining_exemption =
2388 $tax->exempt_amount - $existing_exemption;
2389 if ( $remaining_exemption > 0 ) {
2390 my $addl = $remaining_exemption > $taxable_per_month
2391 ? $taxable_per_month
2392 : $remaining_exemption;
2393 $taxable_charged -= $addl;
2395 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2396 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2397 'taxnum' => $tax->taxnum,
2398 'year' => 1900+$year,
2400 'amount' => sprintf("%.2f", $addl ),
2402 $error = $cust_tax_exempt_pkg->insert;
2404 $dbh->rollback if $oldAutoCommit;
2405 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2407 } # if $remaining_exemption > 0
2411 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2412 until ( $mon < 13 ) { $mon -= 12; $year++; }
2414 } #foreach $which_month
2416 } #if $tax->exempt_amount
2418 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2420 #$tax += $taxable_charged * $cust_main_county->tax / 100
2421 $tax{ $tax->taxname || 'Tax' } +=
2422 $taxable_charged * $tax->tax / 100
2424 } #foreach my $tax ( @taxes )
2426 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2428 } #if $setup != 0 || $recur != 0
2430 } #if $cust_pkg->modified
2432 } #foreach my $cust_pkg
2434 unless ( $cust_bill->cust_bill_pkg ) {
2435 $cust_bill->delete; #don't create an invoice w/o line items
2436 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2440 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2442 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2443 my $tax = sprintf("%.2f", $tax{$taxname} );
2444 $charged = sprintf( "%.2f", $charged+$tax );
2446 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2447 'invnum' => $invnum,
2453 'itemdesc' => $taxname,
2455 $error = $cust_bill_pkg->insert;
2457 $dbh->rollback if $oldAutoCommit;
2458 return "can't create invoice line item for invoice #$invnum: $error";
2460 $total_setup += $tax;
2464 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2465 $error = $cust_bill->replace;
2467 $dbh->rollback if $oldAutoCommit;
2468 return "can't update charged for invoice #$invnum: $error";
2471 foreach my $hook ( @precommit_hooks ) {
2473 &{$hook}; #($self) ?
2476 $dbh->rollback if $oldAutoCommit;
2477 return "$@ running precommit hook $hook\n";
2481 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2485 =item collect OPTIONS
2487 (Attempt to) collect money for this customer's outstanding invoices (see
2488 L<FS::cust_bill>). Usually used after the bill method.
2490 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2491 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2492 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2494 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2495 and the invoice events web interface.
2497 If there is an error, returns the error, otherwise returns false.
2499 Options are passed as name-value pairs.
2501 Currently available options are:
2503 invoice_time - Use this time when deciding when to print invoices and
2504 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>
2505 for conversion functions.
2507 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2510 quiet - set true to surpress email card/ACH decline notices.
2512 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2515 payby - allows for one time override of normal customer billing method
2520 my( $self, %options ) = @_;
2521 my $invoice_time = $options{'invoice_time'} || time;
2524 local $SIG{HUP} = 'IGNORE';
2525 local $SIG{INT} = 'IGNORE';
2526 local $SIG{QUIT} = 'IGNORE';
2527 local $SIG{TERM} = 'IGNORE';
2528 local $SIG{TSTP} = 'IGNORE';
2529 local $SIG{PIPE} = 'IGNORE';
2531 my $oldAutoCommit = $FS::UID::AutoCommit;
2532 local $FS::UID::AutoCommit = 0;
2535 $self->select_for_update; #mutex
2537 my $balance = $self->balance;
2538 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2540 unless ( $balance > 0 ) { #redundant?????
2541 $dbh->rollback if $oldAutoCommit; #hmm
2545 if ( exists($options{'retry_card'}) ) {
2546 carp 'retry_card option passed to collect is deprecated; use retry';
2547 $options{'retry'} ||= $options{'retry_card'};
2549 if ( exists($options{'retry'}) && $options{'retry'} ) {
2550 my $error = $self->retry_realtime;
2552 $dbh->rollback if $oldAutoCommit;
2558 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2559 $extra_sql = " AND freq = '1m' ";
2561 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2564 foreach my $cust_bill ( $self->open_cust_bill ) {
2566 # don't try to charge for the same invoice if it's already in a batch
2567 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2569 last if $self->balance <= 0;
2571 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2574 foreach my $part_bill_event ( due_events ( $cust_bill,
2575 exists($options{'payby'})
2581 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2582 || $self->balance <= 0; # or if balance<=0
2585 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2586 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2589 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2590 # gah, even with transactions.
2591 $dbh->commit if $oldAutoCommit; #well.
2600 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2605 =item retry_realtime
2607 Schedules realtime / batch credit card / electronic check / LEC billing
2608 events for for retry. Useful if card information has changed or manual
2609 retry is desired. The 'collect' method must be called to actually retry
2612 Implementation details: For each of this customer's open invoices, changes
2613 the status of the first "done" (with statustext error) realtime processing
2618 sub retry_realtime {
2621 local $SIG{HUP} = 'IGNORE';
2622 local $SIG{INT} = 'IGNORE';
2623 local $SIG{QUIT} = 'IGNORE';
2624 local $SIG{TERM} = 'IGNORE';
2625 local $SIG{TSTP} = 'IGNORE';
2626 local $SIG{PIPE} = 'IGNORE';
2628 my $oldAutoCommit = $FS::UID::AutoCommit;
2629 local $FS::UID::AutoCommit = 0;
2632 foreach my $cust_bill (
2633 grep { $_->cust_bill_event }
2634 $self->open_cust_bill
2636 my @cust_bill_event =
2637 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2639 #$_->part_bill_event->plan eq 'realtime-card'
2640 $_->part_bill_event->eventcode =~
2641 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2642 && $_->status eq 'done'
2645 $cust_bill->cust_bill_event;
2646 next unless @cust_bill_event;
2647 my $error = $cust_bill_event[0]->retry;
2649 $dbh->rollback if $oldAutoCommit;
2650 return "error scheduling invoice event for retry: $error";
2655 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2660 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2662 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2663 via a Business::OnlinePayment realtime gateway. See
2664 L<http://420.am/business-onlinepayment> for supported gateways.
2666 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2668 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
2670 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2671 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2672 if set, will override the value from the customer record.
2674 I<description> is a free-text field passed to the gateway. It defaults to
2675 "Internet services".
2677 If an I<invnum> is specified, this payment (if successful) is applied to the
2678 specified invoice. If you don't specify an I<invnum> you might want to
2679 call the B<apply_payments> method or set the I<apply> option.
2681 I<apply> can be set to true to apply a resulting payment.
2683 I<quiet> can be set true to surpress email decline notices.
2685 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2686 resulting paynum, if any.
2688 I<payunique> is a unique identifier for this payment.
2690 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2699 my($method, $amount);
2701 if (ref($_[0]) eq 'HASH') {
2702 %options = %{$_[0]};
2703 $method = $options{method};
2704 $amount = $options{amount};
2706 ( $method, $amount ) = ( shift, shift );
2710 warn "$me realtime_bop: $method $amount\n";
2711 warn " $_ => $options{$_}\n" foreach keys %options;
2714 $options{'description'} ||= 'Internet services';
2716 eval "use Business::OnlinePayment";
2719 my $payinfo = exists($options{'payinfo'})
2720 ? $options{'payinfo'}
2723 my %method2payby = (
2730 # set taxclass and trans_is_recur based on invnum if there is one
2734 my $trans_is_recur = 0;
2735 if ( $options{'invnum'} ) {
2737 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2738 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2741 map { $_->part_pkg }
2743 map { $_->cust_pkg }
2744 $cust_bill->cust_bill_pkg;
2746 my @taxclasses = map $_->taxclass, @part_pkg;
2747 $taxclass = $taxclasses[0]
2748 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
2749 #different taxclasses
2751 if grep { $_->freq ne '0' } @part_pkg;
2759 #look for an agent gateway override first
2761 if ( $method eq 'CC' ) {
2762 $cardtype = cardtype($payinfo);
2763 } elsif ( $method eq 'ECHECK' ) {
2766 $cardtype = $method;
2770 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2771 cardtype => $cardtype,
2772 taxclass => $taxclass, } )
2773 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2775 taxclass => $taxclass, } )
2776 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2777 cardtype => $cardtype,
2779 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2781 taxclass => '', } );
2783 my $payment_gateway = '';
2784 my( $processor, $login, $password, $action, @bop_options );
2785 if ( $override ) { #use a payment gateway override
2787 $payment_gateway = $override->payment_gateway;
2789 $processor = $payment_gateway->gateway_module;
2790 $login = $payment_gateway->gateway_username;
2791 $password = $payment_gateway->gateway_password;
2792 $action = $payment_gateway->gateway_action;
2793 @bop_options = $payment_gateway->options;
2795 } else { #use the standard settings from the config
2797 ( $processor, $login, $password, $action, @bop_options ) =
2798 $self->default_payment_gateway($method);
2806 my $address = exists($options{'address1'})
2807 ? $options{'address1'}
2809 my $address2 = exists($options{'address2'})
2810 ? $options{'address2'}
2812 $address .= ", ". $address2 if length($address2);
2814 my $o_payname = exists($options{'payname'})
2815 ? $options{'payname'}
2817 my($payname, $payfirst, $paylast);
2818 if ( $o_payname && $method ne 'ECHECK' ) {
2819 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2820 or return "Illegal payname $payname";
2821 ($payfirst, $paylast) = ($1, $2);
2823 $payfirst = $self->getfield('first');
2824 $paylast = $self->getfield('last');
2825 $payname = "$payfirst $paylast";
2828 my @invoicing_list = $self->invoicing_list_emailonly;
2829 if ( $conf->exists('emailinvoiceautoalways')
2830 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2831 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2832 push @invoicing_list, $self->all_emails;
2835 my $email = ($conf->exists('business-onlinepayment-email-override'))
2836 ? $conf->config('business-onlinepayment-email-override')
2837 : $invoicing_list[0];
2841 my $payip = exists($options{'payip'})
2844 $content{customer_ip} = $payip
2847 $content{invoice_number} = $options{'invnum'}
2848 if exists($options{'invnum'}) && length($options{'invnum'});
2850 $content{email_customer} =
2851 ( $conf->exists('business-onlinepayment-email_customer')
2852 || $conf->exists('business-onlinepayment-email-override') );
2855 if ( $method eq 'CC' ) {
2857 $content{card_number} = $payinfo;
2858 $paydate = exists($options{'paydate'})
2859 ? $options{'paydate'}
2861 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2862 $content{expiration} = "$2/$1";
2864 my $paycvv = exists($options{'paycvv'})
2865 ? $options{'paycvv'}
2867 $content{cvv2} = $paycvv
2870 my $paystart_month = exists($options{'paystart_month'})
2871 ? $options{'paystart_month'}
2872 : $self->paystart_month;
2874 my $paystart_year = exists($options{'paystart_year'})
2875 ? $options{'paystart_year'}
2876 : $self->paystart_year;
2878 $content{card_start} = "$paystart_month/$paystart_year"
2879 if $paystart_month && $paystart_year;
2881 my $payissue = exists($options{'payissue'})
2882 ? $options{'payissue'}
2884 $content{issue_number} = $payissue if $payissue;
2886 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
2887 'trans_is_recur' => $trans_is_recur,
2891 $content{recurring_billing} = 'YES';
2892 $content{acct_code} = 'rebill'
2893 if $conf->exists('credit_card-recurring_billing_acct_code');
2896 } elsif ( $method eq 'ECHECK' ) {
2897 ( $content{account_number}, $content{routing_code} ) =
2898 split('@', $payinfo);
2899 $content{bank_name} = $o_payname;
2900 $content{bank_state} = exists($options{'paystate'})
2901 ? $options{'paystate'}
2902 : $self->getfield('paystate');
2903 $content{account_type} = exists($options{'paytype'})
2904 ? uc($options{'paytype'}) || 'CHECKING'
2905 : uc($self->getfield('paytype')) || 'CHECKING';
2906 $content{account_name} = $payname;
2907 $content{customer_org} = $self->company ? 'B' : 'I';
2908 $content{state_id} = exists($options{'stateid'})
2909 ? $options{'stateid'}
2910 : $self->getfield('stateid');
2911 $content{state_id_state} = exists($options{'stateid_state'})
2912 ? $options{'stateid_state'}
2913 : $self->getfield('stateid_state');
2914 $content{customer_ssn} = exists($options{'ss'})
2917 } elsif ( $method eq 'LEC' ) {
2918 $content{phone} = $payinfo;
2922 # run transaction(s)
2925 my $balance = exists( $options{'balance'} )
2926 ? $options{'balance'}
2929 $self->select_for_update; #mutex ... just until we get our pending record in
2931 #the checks here are intended to catch concurrent payments
2932 #double-form-submission prevention is taken care of in cust_pay_pending::check
2935 return "The customer's balance has changed; $method transaction aborted."
2936 if $self->balance < $balance;
2937 #&& $self->balance < $amount; #might as well anyway?
2939 #also check and make sure there aren't *other* pending payments for this cust
2941 my @pending = qsearch('cust_pay_pending', {
2942 'custnum' => $self->custnum,
2943 'status' => { op=>'!=', value=>'done' }
2945 return "A payment is already being processed for this customer (".
2946 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
2947 "); $method transaction aborted."
2948 if scalar(@pending);
2950 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
2952 my $cust_pay_pending = new FS::cust_pay_pending {
2953 'custnum' => $self->custnum,
2954 #'invnum' => $options{'invnum'},
2957 'payby' => $method2payby{$method},
2958 'payinfo' => $payinfo,
2959 'paydate' => $paydate,
2960 'recurring_billing' => $content{recurring_billing},
2962 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
2964 $cust_pay_pending->payunique( $options{payunique} )
2965 if defined($options{payunique}) && length($options{payunique});
2966 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
2967 return $cpp_new_err if $cpp_new_err;
2969 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2971 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2972 $transaction->content(
2975 'password' => $password,
2976 'action' => $action1,
2977 'description' => $options{'description'},
2978 'amount' => $amount,
2979 #'invoice_number' => $options{'invnum'},
2980 'customer_id' => $self->custnum,
2981 'last_name' => $paylast,
2982 'first_name' => $payfirst,
2984 'address' => $address,
2985 'city' => ( exists($options{'city'})
2988 'state' => ( exists($options{'state'})
2991 'zip' => ( exists($options{'zip'})
2994 'country' => ( exists($options{'country'})
2995 ? $options{'country'}
2997 'referer' => 'http://cleanwhisker.420.am/',
2999 'phone' => $self->daytime || $self->night,
3003 $cust_pay_pending->status('pending');
3004 my $cpp_pending_err = $cust_pay_pending->replace;
3005 return $cpp_pending_err if $cpp_pending_err;
3007 $transaction->submit();
3009 if ( $transaction->is_success() && $action2 ) {
3011 $cust_pay_pending->status('authorized');
3012 my $cpp_authorized_err = $cust_pay_pending->replace;
3013 return $cpp_authorized_err if $cpp_authorized_err;
3015 my $auth = $transaction->authorization;
3016 my $ordernum = $transaction->can('order_number')
3017 ? $transaction->order_number
3021 new Business::OnlinePayment( $processor, @bop_options );
3028 password => $password,
3029 order_number => $ordernum,
3031 authorization => $auth,
3032 description => $options{'description'},
3035 foreach my $field (qw( authorization_source_code returned_ACI
3036 transaction_identifier validation_code
3037 transaction_sequence_num local_transaction_date
3038 local_transaction_time AVS_result_code )) {
3039 $capture{$field} = $transaction->$field() if $transaction->can($field);
3042 $capture->content( %capture );
3046 unless ( $capture->is_success ) {
3047 my $e = "Authorization successful but capture failed, custnum #".
3048 $self->custnum. ': '. $capture->result_code.
3049 ": ". $capture->error_message;
3056 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3057 my $cpp_captured_err = $cust_pay_pending->replace;
3058 return $cpp_captured_err if $cpp_captured_err;
3061 # remove paycvv after initial transaction
3064 #false laziness w/misc/process/payment.cgi - check both to make sure working
3066 if ( defined $self->dbdef_table->column('paycvv')
3067 && length($self->paycvv)
3068 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3070 my $error = $self->remove_cvv;
3072 warn "WARNING: error removing cvv: $error\n";
3080 if ( $transaction->is_success() ) {
3083 if ( $payment_gateway ) { # agent override
3084 $paybatch = $payment_gateway->gatewaynum. '-';
3087 $paybatch .= "$processor:". $transaction->authorization;
3089 $paybatch .= ':'. $transaction->order_number
3090 if $transaction->can('order_number')
3091 && length($transaction->order_number);
3093 my $cust_pay = new FS::cust_pay ( {
3094 'custnum' => $self->custnum,
3095 'invnum' => $options{'invnum'},
3098 'payby' => $method2payby{$method},
3099 'payinfo' => $payinfo,
3100 'paybatch' => $paybatch,
3101 'paydate' => $paydate,
3103 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3104 $cust_pay->payunique( $options{payunique} )
3105 if defined($options{payunique}) && length($options{payunique});
3107 my $oldAutoCommit = $FS::UID::AutoCommit;
3108 local $FS::UID::AutoCommit = 0;
3111 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3113 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3116 $cust_pay->invnum(''); #try again with no specific invnum
3117 my $error2 = $cust_pay->insert( $options{'manual'} ?
3118 ( 'manual' => 1 ) : ()
3121 # gah. but at least we have a record of the state we had to abort in
3122 # from cust_pay_pending now.
3123 my $e = "WARNING: $method captured but payment not recorded - ".
3124 "error inserting payment ($processor): $error2".
3125 " (previously tried insert with invnum #$options{'invnum'}" .
3126 ": $error ) - pending payment saved as paypendingnum ".
3127 $cust_pay_pending->paypendingnum. "\n";
3133 if ( $options{'paynum_ref'} ) {
3134 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3137 $cust_pay_pending->status('done');
3138 $cust_pay_pending->statustext('captured');
3139 my $cpp_done_err = $cust_pay_pending->replace;
3141 if ( $cpp_done_err ) {
3143 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3144 my $e = "WARNING: $method captured but payment not recorded - ".
3145 "error updating status for paypendingnum ".
3146 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3152 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3154 if ( $options{'apply'} ) {
3155 my $apply_error = $self->apply_payments_and_credits;
3156 if ( $apply_error ) {
3157 warn "WARNING: error applying payment: $apply_error\n";
3158 #but we still should return no error cause the payment otherwise went
3163 return ''; #no error
3169 my $perror = "$processor error: ". $transaction->error_message;
3171 unless ( $transaction->error_message ) {
3174 #this should be normalized :/
3176 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
3177 if ( $transaction->can('param')
3178 && $transaction->param('transaction_response') ) {
3179 $t_response = $transaction->param('transaction_response')
3181 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
3182 } elsif ( $transaction->can('response_page') ) {
3184 'page' => ( $transaction->can('response_page')
3185 ? $transaction->response_page
3188 'code' => ( $transaction->can('response_code')
3189 ? $transaction->response_code
3192 'headers' => ( $transaction->can('response_headers')
3193 ? $transaction->response_headers
3199 "No additional debugging information available for $processor";
3202 $perror .= "No error_message returned from $processor -- ".
3203 ( ref($t_response) ? Dumper($t_response) : $t_response );
3207 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3208 && $conf->exists('emaildecline')
3209 && grep { $_ ne 'POST' } $self->invoicing_list
3210 && ! grep { $transaction->error_message =~ /$_/ }
3211 $conf->config('emaildecline-exclude')
3213 my @templ = $conf->config('declinetemplate');
3214 my $template = new Text::Template (
3216 SOURCE => [ map "$_\n", @templ ],
3217 ) or return "($perror) can't create template: $Text::Template::ERROR";
3218 $template->compile()
3219 or return "($perror) can't compile template: $Text::Template::ERROR";
3221 my $templ_hash = { error => $transaction->error_message };
3223 my $error = send_email(
3224 'from' => $conf->config('invoice_from'),
3225 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3226 'subject' => 'Your payment could not be processed',
3227 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3230 $perror .= " (also received error sending decline notification: $error)"
3235 $cust_pay_pending->status('done');
3236 $cust_pay_pending->statustext("declined: $perror");
3237 my $cpp_done_err = $cust_pay_pending->replace;
3238 if ( $cpp_done_err ) {
3239 my $e = "WARNING: $method declined but pending payment not resolved - ".
3240 "error updating status for paypendingnum ".
3241 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3243 $perror = "$e ($perror)";
3251 =item default_payment_gateway
3255 sub default_payment_gateway {
3256 my( $self, $method ) = @_;
3258 die "Real-time processing not enabled\n"
3259 unless $conf->exists('business-onlinepayment');
3262 my $bop_config = 'business-onlinepayment';
3263 $bop_config .= '-ach'
3264 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3265 my ( $processor, $login, $password, $action, @bop_options ) =
3266 $conf->config($bop_config);
3267 $action ||= 'normal authorization';
3268 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3269 die "No real-time processor is enabled - ".
3270 "did you set the business-onlinepayment configuration value?\n"
3273 ( $processor, $login, $password, $action, @bop_options )
3278 Removes the I<paycvv> field from the database directly.
3280 If there is an error, returns the error, otherwise returns false.
3286 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3287 or return dbh->errstr;
3288 $sth->execute($self->custnum)
3289 or return $sth->errstr;
3294 sub _bop_recurring_billing {
3295 my( $self, %opt ) = @_;
3297 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
3299 if ( defined($method) && $method eq 'transaction_is_recur' ) {
3301 return 1 if $opt{'trans_is_recur'};
3305 my %hash = ( 'custnum' => $self->custnum,
3310 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
3311 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
3322 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3324 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3325 via a Business::OnlinePayment realtime gateway. See
3326 L<http://420.am/business-onlinepayment> for supported gateways.
3328 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3330 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3332 Most gateways require a reference to an original payment transaction to refund,
3333 so you probably need to specify a I<paynum>.
3335 I<amount> defaults to the original amount of the payment if not specified.
3337 I<reason> specifies a reason for the refund.
3339 I<paydate> specifies the expiration date for a credit card overriding the
3340 value from the customer record or the payment record. Specified as yyyy-mm-dd
3342 Implementation note: If I<amount> is unspecified or equal to the amount of the
3343 orignal payment, first an attempt is made to "void" the transaction via
3344 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3345 the normal attempt is made to "refund" ("credit") the transaction via the
3346 gateway is attempted.
3348 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3349 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3350 #if set, will override the value from the customer record.
3352 #If an I<invnum> is specified, this payment (if successful) is applied to the
3353 #specified invoice. If you don't specify an I<invnum> you might want to
3354 #call the B<apply_payments> method.
3358 #some false laziness w/realtime_bop, not enough to make it worth merging
3359 #but some useful small subs should be pulled out
3360 sub realtime_refund_bop {
3361 my( $self, $method, %options ) = @_;
3363 warn "$me realtime_refund_bop: $method refund\n";
3364 warn " $_ => $options{$_}\n" foreach keys %options;
3367 eval "use Business::OnlinePayment";
3371 # look up the original payment and optionally a gateway for that payment
3375 my $amount = $options{'amount'};
3377 my( $processor, $login, $password, @bop_options ) ;
3378 my( $auth, $order_number ) = ( '', '', '' );
3380 if ( $options{'paynum'} ) {
3382 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3383 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3384 or return "Unknown paynum $options{'paynum'}";
3385 $amount ||= $cust_pay->paid;
3387 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3388 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3389 $cust_pay->paybatch;
3390 my $gatewaynum = '';
3391 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3393 if ( $gatewaynum ) { #gateway for the payment to be refunded
3395 my $payment_gateway =
3396 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3397 die "payment gateway $gatewaynum not found"
3398 unless $payment_gateway;
3400 $processor = $payment_gateway->gateway_module;
3401 $login = $payment_gateway->gateway_username;
3402 $password = $payment_gateway->gateway_password;
3403 @bop_options = $payment_gateway->options;
3405 } else { #try the default gateway
3407 my( $conf_processor, $unused_action );
3408 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3409 $self->default_payment_gateway($method);
3411 return "processor of payment $options{'paynum'} $processor does not".
3412 " match default processor $conf_processor"
3413 unless $processor eq $conf_processor;
3418 } else { # didn't specify a paynum, so look for agent gateway overrides
3419 # like a normal transaction
3422 if ( $method eq 'CC' ) {
3423 $cardtype = cardtype($self->payinfo);
3424 } elsif ( $method eq 'ECHECK' ) {
3427 $cardtype = $method;
3430 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3431 cardtype => $cardtype,
3433 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3435 taxclass => '', } );
3437 if ( $override ) { #use a payment gateway override
3439 my $payment_gateway = $override->payment_gateway;
3441 $processor = $payment_gateway->gateway_module;
3442 $login = $payment_gateway->gateway_username;
3443 $password = $payment_gateway->gateway_password;
3444 #$action = $payment_gateway->gateway_action;
3445 @bop_options = $payment_gateway->options;
3447 } else { #use the standard settings from the config
3450 ( $processor, $login, $password, $unused_action, @bop_options ) =
3451 $self->default_payment_gateway($method);
3456 return "neither amount nor paynum specified" unless $amount;
3461 'password' => $password,
3462 'order_number' => $order_number,
3463 'amount' => $amount,
3464 'referer' => 'http://cleanwhisker.420.am/',
3466 $content{authorization} = $auth
3467 if length($auth); #echeck/ACH transactions have an order # but no auth
3468 #(at least with authorize.net)
3470 my $disable_void_after;
3471 if ($conf->exists('disable_void_after')
3472 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3473 $disable_void_after = $1;
3476 #first try void if applicable
3477 if ( $cust_pay && $cust_pay->paid == $amount
3479 ( not defined($disable_void_after) )
3480 || ( time < ($cust_pay->_date + $disable_void_after ) )
3483 warn " attempting void\n" if $DEBUG > 1;
3484 my $void = new Business::OnlinePayment( $processor, @bop_options );
3485 $void->content( 'action' => 'void', %content );
3487 if ( $void->is_success ) {
3488 my $error = $cust_pay->void($options{'reason'});
3490 # gah, even with transactions.
3491 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3492 "error voiding payment: $error";
3496 warn " void successful\n" if $DEBUG > 1;
3501 warn " void unsuccessful, trying refund\n"
3505 my $address = $self->address1;
3506 $address .= ", ". $self->address2 if $self->address2;
3508 my($payname, $payfirst, $paylast);
3509 if ( $self->payname && $method ne 'ECHECK' ) {
3510 $payname = $self->payname;
3511 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3512 or return "Illegal payname $payname";
3513 ($payfirst, $paylast) = ($1, $2);
3515 $payfirst = $self->getfield('first');
3516 $paylast = $self->getfield('last');
3517 $payname = "$payfirst $paylast";
3520 my @invoicing_list = $self->invoicing_list_emailonly;
3521 if ( $conf->exists('emailinvoiceautoalways')
3522 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3523 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3524 push @invoicing_list, $self->all_emails;
3527 my $email = ($conf->exists('business-onlinepayment-email-override'))
3528 ? $conf->config('business-onlinepayment-email-override')
3529 : $invoicing_list[0];
3531 my $payip = exists($options{'payip'})
3534 $content{customer_ip} = $payip
3538 if ( $method eq 'CC' ) {
3541 $content{card_number} = $payinfo = $cust_pay->payinfo;
3542 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3543 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3544 ($content{expiration} = "$2/$1"); # where available
3546 $content{card_number} = $payinfo = $self->payinfo;
3547 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3548 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3549 $content{expiration} = "$2/$1";
3552 } elsif ( $method eq 'ECHECK' ) {
3555 $payinfo = $cust_pay->payinfo;
3557 $payinfo = $self->payinfo;
3559 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3560 $content{bank_name} = $self->payname;
3561 $content{account_type} = 'CHECKING';
3562 $content{account_name} = $payname;
3563 $content{customer_org} = $self->company ? 'B' : 'I';
3564 $content{customer_ssn} = $self->ss;
3565 } elsif ( $method eq 'LEC' ) {
3566 $content{phone} = $payinfo = $self->payinfo;
3570 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3571 my %sub_content = $refund->content(
3572 'action' => 'credit',
3573 'customer_id' => $self->custnum,
3574 'last_name' => $paylast,
3575 'first_name' => $payfirst,
3577 'address' => $address,
3578 'city' => $self->city,
3579 'state' => $self->state,
3580 'zip' => $self->zip,
3581 'country' => $self->country,
3583 'phone' => $self->daytime || $self->night,
3586 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3590 return "$processor error: ". $refund->error_message
3591 unless $refund->is_success();
3593 my %method2payby = (
3599 my $paybatch = "$processor:". $refund->authorization;
3600 $paybatch .= ':'. $refund->order_number
3601 if $refund->can('order_number') && $refund->order_number;
3603 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3604 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3605 last unless @cust_bill_pay;
3606 my $cust_bill_pay = pop @cust_bill_pay;
3607 my $error = $cust_bill_pay->delete;
3611 my $cust_refund = new FS::cust_refund ( {
3612 'custnum' => $self->custnum,
3613 'paynum' => $options{'paynum'},
3614 'refund' => $amount,
3616 'payby' => $method2payby{$method},
3617 'payinfo' => $payinfo,
3618 'paybatch' => $paybatch,
3619 'reason' => $options{'reason'} || 'card or ACH refund',
3621 my $error = $cust_refund->insert;
3623 $cust_refund->paynum(''); #try again with no specific paynum
3624 my $error2 = $cust_refund->insert;
3626 # gah, even with transactions.
3627 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3628 "error inserting refund ($processor): $error2".
3629 " (previously tried insert with paynum #$options{'paynum'}" .
3640 =item realtime_collect [ OPTION => VALUE ... ]
3642 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3643 via a Business::OnlinePayment realtime gateway. See
3644 L<http://420.am/business-onlinepayment> for supported gateways.
3646 If there is an error, returns the error, otherwise returns false.
3648 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3650 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
3651 then it is deduced from the customer record.
3653 If no I<amount> is specified, then the customer balance is used.
3655 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3656 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3657 if set, will override the value from the customer record.
3659 I<description> is a free-text field passed to the gateway. It defaults to
3660 "Internet services".
3662 If an I<invnum> is specified, this payment (if successful) is applied to the
3663 specified invoice. If you don't specify an I<invnum> you might want to
3664 call the B<apply_payments> method or set the I<apply> option.
3666 I<apply> can be set to true to apply a resulting payment.
3668 I<quiet> can be set true to surpress email decline notices.
3670 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3671 resulting paynum, if any.
3673 I<payunique> is a unique identifier for this payment.
3675 I<depend_jobnum> allows payment capture to unlock export jobs
3679 sub realtime_collect {
3680 my( $self, %options ) = @_;
3683 warn "$me realtime_collect:\n";
3684 warn " $_ => $options{$_}\n" foreach keys %options;
3687 $options{amount} = $self->balance unless exists( $options{amount} );
3688 $options{method} = FS::payby->payby2bop($self->payby)
3689 unless exists( $options{method} );
3691 return $self->realtime_bop({%options});
3695 =item batch_card OPTION => VALUE...
3697 Adds a payment for this invoice to the pending credit card batch (see
3698 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3699 runs the payment using a realtime gateway.
3704 my ($self, %options) = @_;
3707 if (exists($options{amount})) {
3708 $amount = $options{amount};
3710 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3712 return '' unless $amount > 0;
3714 my $invnum = delete $options{invnum};
3715 my $payby = $options{invnum} || $self->payby; #dubious
3717 if ($options{'realtime'}) {
3718 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3724 my $oldAutoCommit = $FS::UID::AutoCommit;
3725 local $FS::UID::AutoCommit = 0;
3728 #this needs to handle mysql as well as Pg, like svc_acct.pm
3729 #(make it into a common function if folks need to do batching with mysql)
3730 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3731 or return "Cannot lock pay_batch: " . $dbh->errstr;
3735 'payby' => FS::payby->payby2payment($payby),
3738 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3740 unless ( $pay_batch ) {
3741 $pay_batch = new FS::pay_batch \%pay_batch;
3742 my $error = $pay_batch->insert;
3744 $dbh->rollback if $oldAutoCommit;
3745 die "error creating new batch: $error\n";
3749 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3750 'batchnum' => $pay_batch->batchnum,
3751 'custnum' => $self->custnum,
3754 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3756 $options{$_} = '' unless exists($options{$_});
3759 my $cust_pay_batch = new FS::cust_pay_batch ( {
3760 'batchnum' => $pay_batch->batchnum,
3761 'invnum' => $invnum || 0, # is there a better value?
3762 # this field should be
3764 # cust_bill_pay_batch now
3765 'custnum' => $self->custnum,
3766 'last' => $self->getfield('last'),
3767 'first' => $self->getfield('first'),
3768 'address1' => $options{address1} || $self->address1,
3769 'address2' => $options{address2} || $self->address2,
3770 'city' => $options{city} || $self->city,
3771 'state' => $options{state} || $self->state,
3772 'zip' => $options{zip} || $self->zip,
3773 'country' => $options{country} || $self->country,
3774 'payby' => $options{payby} || $self->payby,
3775 'payinfo' => $options{payinfo} || $self->payinfo,
3776 'exp' => $options{paydate} || $self->paydate,
3777 'payname' => $options{payname} || $self->payname,
3778 'amount' => $amount, # consolidating
3781 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3782 if $old_cust_pay_batch;
3785 if ($old_cust_pay_batch) {
3786 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3788 $error = $cust_pay_batch->insert;
3792 $dbh->rollback if $oldAutoCommit;
3796 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3797 foreach my $cust_bill ($self->open_cust_bill) {
3798 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3799 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3800 'invnum' => $cust_bill->invnum,
3801 'paybatchnum' => $cust_pay_batch->paybatchnum,
3802 'amount' => $cust_bill->owed,
3805 if ($unapplied >= $cust_bill_pay_batch->amount){
3806 $unapplied -= $cust_bill_pay_batch->amount;
3809 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3810 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3812 $error = $cust_bill_pay_batch->insert;
3814 $dbh->rollback if $oldAutoCommit;
3819 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3825 Returns the total owed for this customer on all invoices
3826 (see L<FS::cust_bill/owed>).
3832 $self->total_owed_date(2145859200); #12/31/2037
3835 =item total_owed_date TIME
3837 Returns the total owed for this customer on all invoices with date earlier than
3838 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3839 see L<Time::Local> and L<Date::Parse> for conversion functions.
3843 sub total_owed_date {
3847 foreach my $cust_bill (
3848 grep { $_->_date <= $time }
3849 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3851 $total_bill += $cust_bill->owed;
3853 sprintf( "%.2f", $total_bill );
3856 =item apply_payments_and_credits
3858 Applies unapplied payments and credits.
3860 In most cases, this new method should be used in place of sequential
3861 apply_payments and apply_credits methods.
3863 If there is an error, returns the error, otherwise returns false.
3867 sub apply_payments_and_credits {
3870 local $SIG{HUP} = 'IGNORE';
3871 local $SIG{INT} = 'IGNORE';
3872 local $SIG{QUIT} = 'IGNORE';
3873 local $SIG{TERM} = 'IGNORE';
3874 local $SIG{TSTP} = 'IGNORE';
3875 local $SIG{PIPE} = 'IGNORE';
3877 my $oldAutoCommit = $FS::UID::AutoCommit;
3878 local $FS::UID::AutoCommit = 0;
3881 $self->select_for_update; #mutex
3883 foreach my $cust_bill ( $self->open_cust_bill ) {
3884 my $error = $cust_bill->apply_payments_and_credits;
3886 $dbh->rollback if $oldAutoCommit;
3887 return "Error applying: $error";
3891 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3896 =item apply_credits OPTION => VALUE ...
3898 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3899 to outstanding invoice balances in chronological order (or reverse
3900 chronological order if the I<order> option is set to B<newest>) and returns the
3901 value of any remaining unapplied credits available for refund (see
3902 L<FS::cust_refund>).
3904 Dies if there is an error.
3912 local $SIG{HUP} = 'IGNORE';
3913 local $SIG{INT} = 'IGNORE';
3914 local $SIG{QUIT} = 'IGNORE';
3915 local $SIG{TERM} = 'IGNORE';
3916 local $SIG{TSTP} = 'IGNORE';
3917 local $SIG{PIPE} = 'IGNORE';
3919 my $oldAutoCommit = $FS::UID::AutoCommit;
3920 local $FS::UID::AutoCommit = 0;
3923 $self->select_for_update; #mutex
3925 unless ( $self->total_credited ) {
3926 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3930 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3931 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3933 my @invoices = $self->open_cust_bill;
3934 @invoices = sort { $b->_date <=> $a->_date } @invoices
3935 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3938 foreach my $cust_bill ( @invoices ) {
3941 if ( !defined($credit) || $credit->credited == 0) {
3942 $credit = pop @credits or last;
3945 if ($cust_bill->owed >= $credit->credited) {
3946 $amount=$credit->credited;
3948 $amount=$cust_bill->owed;
3951 my $cust_credit_bill = new FS::cust_credit_bill ( {
3952 'crednum' => $credit->crednum,
3953 'invnum' => $cust_bill->invnum,
3954 'amount' => $amount,
3956 my $error = $cust_credit_bill->insert;
3958 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3962 redo if ($cust_bill->owed > 0);
3966 my $total_credited = $self->total_credited;
3968 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3970 return $total_credited;
3973 =item apply_payments
3975 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3976 to outstanding invoice balances in chronological order.
3978 #and returns the value of any remaining unapplied payments.
3980 Dies if there is an error.
3984 sub apply_payments {
3987 local $SIG{HUP} = 'IGNORE';
3988 local $SIG{INT} = 'IGNORE';
3989 local $SIG{QUIT} = 'IGNORE';
3990 local $SIG{TERM} = 'IGNORE';
3991 local $SIG{TSTP} = 'IGNORE';
3992 local $SIG{PIPE} = 'IGNORE';
3994 my $oldAutoCommit = $FS::UID::AutoCommit;
3995 local $FS::UID::AutoCommit = 0;
3998 $self->select_for_update; #mutex
4002 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
4003 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
4005 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
4006 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
4010 foreach my $cust_bill ( @invoices ) {
4013 if ( !defined($payment) || $payment->unapplied == 0 ) {
4014 $payment = pop @payments or last;
4017 if ( $cust_bill->owed >= $payment->unapplied ) {
4018 $amount = $payment->unapplied;
4020 $amount = $cust_bill->owed;
4023 my $cust_bill_pay = new FS::cust_bill_pay ( {
4024 'paynum' => $payment->paynum,
4025 'invnum' => $cust_bill->invnum,
4026 'amount' => $amount,
4028 my $error = $cust_bill_pay->insert;
4030 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4034 redo if ( $cust_bill->owed > 0);
4038 my $total_unapplied_payments = $self->total_unapplied_payments;
4040 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4042 return $total_unapplied_payments;
4045 =item total_credited
4047 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4048 customer. See L<FS::cust_credit/credited>.
4052 sub total_credited {
4054 my $total_credit = 0;
4055 foreach my $cust_credit ( qsearch('cust_credit', {
4056 'custnum' => $self->custnum,
4058 $total_credit += $cust_credit->credited;
4060 sprintf( "%.2f", $total_credit );
4063 =item total_unapplied_payments
4065 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4066 See L<FS::cust_pay/unapplied>.
4070 sub total_unapplied_payments {
4072 my $total_unapplied = 0;
4073 foreach my $cust_pay ( qsearch('cust_pay', {
4074 'custnum' => $self->custnum,
4076 $total_unapplied += $cust_pay->unapplied;
4078 sprintf( "%.2f", $total_unapplied );
4081 =item total_unapplied_refunds
4083 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4084 customer. See L<FS::cust_refund/unapplied>.
4088 sub total_unapplied_refunds {
4090 my $total_unapplied = 0;
4091 foreach my $cust_refund ( qsearch('cust_refund', {
4092 'custnum' => $self->custnum,
4094 $total_unapplied += $cust_refund->unapplied;
4096 sprintf( "%.2f", $total_unapplied );
4101 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4102 total_credited minus total_unapplied_payments).
4110 + $self->total_unapplied_refunds
4111 - $self->total_credited
4112 - $self->total_unapplied_payments
4116 =item balance_date TIME
4118 Returns the balance for this customer, only considering invoices with date
4119 earlier than TIME (total_owed_date minus total_credited minus
4120 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4121 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4130 $self->total_owed_date($time)
4131 + $self->total_unapplied_refunds
4132 - $self->total_credited
4133 - $self->total_unapplied_payments
4137 =item in_transit_payments
4139 Returns the total of requests for payments for this customer pending in
4140 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4144 sub in_transit_payments {
4146 my $in_transit_payments = 0;
4147 foreach my $pay_batch ( qsearch('pay_batch', {
4150 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4151 'batchnum' => $pay_batch->batchnum,
4152 'custnum' => $self->custnum,
4154 $in_transit_payments += $cust_pay_batch->amount;
4157 sprintf( "%.2f", $in_transit_payments );
4160 =item paydate_monthyear
4162 Returns a two-element list consisting of the month and year of this customer's
4163 paydate (credit card expiration date for CARD customers)
4167 sub paydate_monthyear {
4169 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4171 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4178 =item invoicing_list [ ARRAYREF ]
4180 If an arguement is given, sets these email addresses as invoice recipients
4181 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4182 (except as warnings), so use check_invoicing_list first.
4184 Returns a list of email addresses (with svcnum entries expanded).
4186 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4187 check it without disturbing anything by passing nothing.
4189 This interface may change in the future.
4193 sub invoicing_list {
4194 my( $self, $arrayref ) = @_;
4197 my @cust_main_invoice;
4198 if ( $self->custnum ) {
4199 @cust_main_invoice =
4200 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4202 @cust_main_invoice = ();
4204 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4205 #warn $cust_main_invoice->destnum;
4206 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4207 #warn $cust_main_invoice->destnum;
4208 my $error = $cust_main_invoice->delete;
4209 warn $error if $error;
4212 if ( $self->custnum ) {
4213 @cust_main_invoice =
4214 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4216 @cust_main_invoice = ();
4218 my %seen = map { $_->address => 1 } @cust_main_invoice;
4219 foreach my $address ( @{$arrayref} ) {
4220 next if exists $seen{$address} && $seen{$address};
4221 $seen{$address} = 1;
4222 my $cust_main_invoice = new FS::cust_main_invoice ( {
4223 'custnum' => $self->custnum,
4226 my $error = $cust_main_invoice->insert;
4227 warn $error if $error;
4231 if ( $self->custnum ) {
4233 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4240 =item check_invoicing_list ARRAYREF
4242 Checks these arguements as valid input for the invoicing_list method. If there
4243 is an error, returns the error, otherwise returns false.
4247 sub check_invoicing_list {
4248 my( $self, $arrayref ) = @_;
4250 foreach my $address ( @$arrayref ) {
4252 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4253 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4256 my $cust_main_invoice = new FS::cust_main_invoice ( {
4257 'custnum' => $self->custnum,
4260 my $error = $self->custnum
4261 ? $cust_main_invoice->check
4262 : $cust_main_invoice->checkdest
4264 return $error if $error;
4268 return "Email address required"
4269 if $conf->exists('cust_main-require_invoicing_list_email')
4270 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4275 =item set_default_invoicing_list
4277 Sets the invoicing list to all accounts associated with this customer,
4278 overwriting any previous invoicing list.
4282 sub set_default_invoicing_list {
4284 $self->invoicing_list($self->all_emails);
4289 Returns the email addresses of all accounts provisioned for this customer.
4296 foreach my $cust_pkg ( $self->all_pkgs ) {
4297 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4299 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4300 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4302 $list{$_}=1 foreach map { $_->email } @svc_acct;
4307 =item invoicing_list_addpost
4309 Adds postal invoicing to this customer. If this customer is already configured
4310 to receive postal invoices, does nothing.
4314 sub invoicing_list_addpost {
4316 return if grep { $_ eq 'POST' } $self->invoicing_list;
4317 my @invoicing_list = $self->invoicing_list;
4318 push @invoicing_list, 'POST';
4319 $self->invoicing_list(\@invoicing_list);
4322 =item invoicing_list_emailonly
4324 Returns the list of email invoice recipients (invoicing_list without non-email
4325 destinations such as POST and FAX).
4329 sub invoicing_list_emailonly {
4331 warn "$me invoicing_list_emailonly called"
4333 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4336 =item invoicing_list_emailonly_scalar
4338 Returns the list of email invoice recipients (invoicing_list without non-email
4339 destinations such as POST and FAX) as a comma-separated scalar.
4343 sub invoicing_list_emailonly_scalar {
4345 warn "$me invoicing_list_emailonly_scalar called"
4347 join(', ', $self->invoicing_list_emailonly);
4350 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4352 Returns an array of customers referred by this customer (referral_custnum set
4353 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4354 customers referred by customers referred by this customer and so on, inclusive.
4355 The default behavior is DEPTH 1 (no recursion).
4359 sub referral_cust_main {
4361 my $depth = @_ ? shift : 1;
4362 my $exclude = @_ ? shift : {};
4365 map { $exclude->{$_->custnum}++; $_; }
4366 grep { ! $exclude->{ $_->custnum } }
4367 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4371 map { $_->referral_cust_main($depth-1, $exclude) }
4378 =item referral_cust_main_ncancelled
4380 Same as referral_cust_main, except only returns customers with uncancelled
4385 sub referral_cust_main_ncancelled {
4387 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4390 =item referral_cust_pkg [ DEPTH ]
4392 Like referral_cust_main, except returns a flat list of all unsuspended (and
4393 uncancelled) packages for each customer. The number of items in this list may
4394 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4398 sub referral_cust_pkg {
4400 my $depth = @_ ? shift : 1;
4402 map { $_->unsuspended_pkgs }
4403 grep { $_->unsuspended_pkgs }
4404 $self->referral_cust_main($depth);
4407 =item referring_cust_main
4409 Returns the single cust_main record for the customer who referred this customer
4410 (referral_custnum), or false.
4414 sub referring_cust_main {
4416 return '' unless $self->referral_custnum;
4417 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4420 =item credit AMOUNT, REASON
4422 Applies a credit to this customer. If there is an error, returns the error,
4423 otherwise returns false.
4428 my( $self, $amount, $reason, %options ) = @_;
4429 my $cust_credit = new FS::cust_credit {
4430 'custnum' => $self->custnum,
4431 'amount' => $amount,
4432 'reason' => $reason,
4434 $cust_credit->insert(%options);
4437 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4439 Creates a one-time charge for this customer. If there is an error, returns
4440 the error, otherwise returns false.
4446 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4447 if ( ref( $_[0] ) ) {
4448 $amount = $_[0]->{amount};
4449 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4450 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4451 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4452 : '$'. sprintf("%.2f",$amount);
4453 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4454 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4455 $additional = $_[0]->{additional};
4459 $pkg = @_ ? shift : 'One-time charge';
4460 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4461 $taxclass = @_ ? shift : '';
4465 local $SIG{HUP} = 'IGNORE';
4466 local $SIG{INT} = 'IGNORE';
4467 local $SIG{QUIT} = 'IGNORE';
4468 local $SIG{TERM} = 'IGNORE';
4469 local $SIG{TSTP} = 'IGNORE';
4470 local $SIG{PIPE} = 'IGNORE';
4472 my $oldAutoCommit = $FS::UID::AutoCommit;
4473 local $FS::UID::AutoCommit = 0;
4476 my $part_pkg = new FS::part_pkg ( {
4478 'comment' => $comment,
4482 'classnum' => $classnum ? $classnum : '',
4483 'taxclass' => $taxclass,
4486 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4487 ( 0 .. @$additional - 1 )
4489 'additional_count' => scalar(@$additional),
4490 'setup_fee' => $amount,
4493 my $error = $part_pkg->insert( options => \%options );
4495 $dbh->rollback if $oldAutoCommit;
4499 my $pkgpart = $part_pkg->pkgpart;
4500 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4501 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4502 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4503 $error = $type_pkgs->insert;
4505 $dbh->rollback if $oldAutoCommit;
4510 my $cust_pkg = new FS::cust_pkg ( {
4511 'custnum' => $self->custnum,
4512 'pkgpart' => $pkgpart,
4513 'quantity' => $quantity,
4516 $error = $cust_pkg->insert;
4518 $dbh->rollback if $oldAutoCommit;
4522 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4527 #=item charge_postal_fee
4529 #Applies a one time charge this customer. If there is an error,
4530 #returns the error, returns the cust_pkg charge object or false
4531 #if there was no charge.
4535 # This should be a customer event. For that to work requires that bill
4536 # also be a customer event.
4538 sub charge_postal_fee {
4541 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
4542 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
4544 my $cust_pkg = new FS::cust_pkg ( {
4545 'custnum' => $self->custnum,
4546 'pkgpart' => $pkgpart,
4550 my $error = $cust_pkg->insert;
4551 $error ? $error : $cust_pkg;
4556 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4562 sort { $a->_date <=> $b->_date }
4563 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4566 =item open_cust_bill
4568 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4573 sub open_cust_bill {
4575 grep { $_->owed > 0 } $self->cust_bill;
4580 Returns all the credits (see L<FS::cust_credit>) for this customer.
4586 sort { $a->_date <=> $b->_date }
4587 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4592 Returns all the payments (see L<FS::cust_pay>) for this customer.
4598 sort { $a->_date <=> $b->_date }
4599 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4604 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4610 sort { $a->_date <=> $b->_date }
4611 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4617 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4623 sort { $a->_date <=> $b->_date }
4624 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4629 Returns a name string for this customer, either "Company (Last, First)" or
4636 my $name = $self->contact;
4637 $name = $self->company. " ($name)" if $self->company;
4643 Returns a name string for this (service/shipping) contact, either
4644 "Company (Last, First)" or "Last, First".
4650 if ( $self->get('ship_last') ) {
4651 my $name = $self->ship_contact;
4652 $name = $self->ship_company. " ($name)" if $self->ship_company;
4661 Returns a name string for this customer, either "Company" or "First Last".
4667 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4670 =item ship_name_short
4672 Returns a name string for this (service/shipping) contact, either "Company"
4677 sub ship_name_short {
4679 if ( $self->get('ship_last') ) {
4680 $self->ship_company !~ /^\s*$/
4681 ? $self->ship_company
4682 : $self->ship_contact_firstlast;
4684 $self->name_company_or_firstlast;
4690 Returns this customer's full (billing) contact name only, "Last, First"
4696 $self->get('last'). ', '. $self->first;
4701 Returns this customer's full (shipping) contact name only, "Last, First"
4707 $self->get('ship_last')
4708 ? $self->get('ship_last'). ', '. $self->ship_first
4712 =item contact_firstlast
4714 Returns this customers full (billing) contact name only, "First Last".
4718 sub contact_firstlast {
4720 $self->first. ' '. $self->get('last');
4723 =item ship_contact_firstlast
4725 Returns this customer's full (shipping) contact name only, "First Last".
4729 sub ship_contact_firstlast {
4731 $self->get('ship_last')
4732 ? $self->first. ' '. $self->get('ship_last')
4733 : $self->contact_firstlast;
4738 Returns this customer's full country name
4744 code2country($self->country);
4751 Returns a status string for this customer, currently:
4755 =item prospect - No packages have ever been ordered
4757 =item active - One or more recurring packages is active
4759 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4761 =item suspended - All non-cancelled recurring packages are suspended
4763 =item cancelled - All recurring packages are cancelled
4769 sub status { shift->cust_status(@_); }
4773 for my $status (qw( prospect active inactive suspended cancelled )) {
4774 my $method = $status.'_sql';
4775 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4776 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4777 $sth->execute( ($self->custnum) x $numnum )
4778 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4779 return $status if $sth->fetchrow_arrayref->[0];
4783 =item ucfirst_cust_status
4785 =item ucfirst_status
4787 Returns the status with the first character capitalized.
4791 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4793 sub ucfirst_cust_status {
4795 ucfirst($self->cust_status);
4800 Returns a hex triplet color string for this customer's status.
4804 use vars qw(%statuscolor);
4805 tie %statuscolor, 'Tie::IxHash',
4806 'prospect' => '7e0079', #'000000', #black? naw, purple
4807 'active' => '00CC00', #green
4808 'inactive' => '0000CC', #blue
4809 'suspended' => 'FF9900', #yellow
4810 'cancelled' => 'FF0000', #red
4813 sub statuscolor { shift->cust_statuscolor(@_); }
4815 sub cust_statuscolor {
4817 $statuscolor{$self->cust_status};
4822 =head1 CLASS METHODS
4828 Class method that returns the list of possible status strings for customers
4829 (see L<the status method|/status>). For example:
4831 @statuses = FS::cust_main->statuses();
4836 #my $self = shift; #could be class...
4842 Returns an SQL expression identifying prospective cust_main records (customers
4843 with no packages ever ordered)
4847 use vars qw($select_count_pkgs);
4848 $select_count_pkgs =
4849 "SELECT COUNT(*) FROM cust_pkg
4850 WHERE cust_pkg.custnum = cust_main.custnum";
4852 sub select_count_pkgs_sql {
4856 sub prospect_sql { "
4857 0 = ( $select_count_pkgs )
4862 Returns an SQL expression identifying active cust_main records (customers with
4863 active recurring packages).
4868 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4874 Returns an SQL expression identifying inactive cust_main records (customers with
4875 no active recurring packages, but otherwise unsuspended/uncancelled).
4879 sub inactive_sql { "
4880 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4882 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4888 Returns an SQL expression identifying suspended cust_main records.
4893 sub suspended_sql { susp_sql(@_); }
4895 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4897 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4903 Returns an SQL expression identifying cancelled cust_main records.
4907 sub cancelled_sql { cancel_sql(@_); }
4910 my $recurring_sql = FS::cust_pkg->recurring_sql;
4911 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
4914 0 < ( $select_count_pkgs )
4915 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
4916 AND 0 = ( $select_count_pkgs AND $recurring_sql
4917 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4919 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4925 =item uncancelled_sql
4927 Returns an SQL expression identifying un-cancelled cust_main records.
4931 sub uncancelled_sql { uncancel_sql(@_); }
4932 sub uncancel_sql { "
4933 ( 0 < ( $select_count_pkgs
4934 AND ( cust_pkg.cancel IS NULL
4935 OR cust_pkg.cancel = 0
4938 OR 0 = ( $select_count_pkgs )
4944 Returns an SQL fragment to retreive the balance.
4949 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4950 WHERE cust_bill.custnum = cust_main.custnum )
4951 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4952 WHERE cust_pay.custnum = cust_main.custnum )
4953 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4954 WHERE cust_credit.custnum = cust_main.custnum )
4955 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4956 WHERE cust_refund.custnum = cust_main.custnum )
4959 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4961 Returns an SQL fragment to retreive the balance for this customer, only
4962 considering invoices with date earlier than START_TIME, and optionally not
4963 later than END_TIME (total_owed_date minus total_credited minus
4964 total_unapplied_payments).
4966 Times are specified as SQL fragments or numeric
4967 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4968 L<Date::Parse> for conversion functions. The empty string can be passed
4969 to disable that time constraint completely.
4971 Available options are:
4975 =item unapplied_date - 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)
4977 =item total - set to true to remove all customer comparison clauses, for totals
4979 =item where - WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4981 =item join - JOIN clause (typically used with the total option)
4989 sub balance_date_sql {
4990 my( $class, $start, $end, %opt ) = @_;
4992 my $owed = FS::cust_bill->owed_sql;
4993 my $unapp_refund = FS::cust_refund->unapplied_sql;
4994 my $unapp_credit = FS::cust_credit->unapplied_sql;
4995 my $unapp_pay = FS::cust_pay->unapplied_sql;
4997 my $j = $opt{'join'} || '';
4999 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5000 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5001 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5002 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5004 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5005 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5006 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5007 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5012 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5014 Helper method for balance_date_sql; name (and usage) subject to change
5015 (suggestions welcome).
5017 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5018 cust_refund, cust_credit or cust_pay).
5020 If TABLE is "cust_bill" or the unapplied_date option is true, only
5021 considers records with date earlier than START_TIME, and optionally not
5022 later than END_TIME .
5026 sub _money_table_where {
5027 my( $class, $table, $start, $end, %opt ) = @_;
5030 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5031 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5032 push @where, "$table._date <= $start" if defined($start) && length($start);
5033 push @where, "$table._date > $end" if defined($end) && length($end);
5035 push @where, @{$opt{'where'}} if $opt{'where'};
5036 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5042 =item search_sql HASHREF
5046 Returns a qsearch hash expression to search for parameters specified in HREF.
5047 Valid parameters are
5055 =item cancelled_pkgs
5061 listref of start date, end date
5067 =item current_balance
5069 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
5073 =item flattened_pkgs
5082 my ($class, $params) = @_;
5093 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5095 "cust_main.agentnum = $1";
5102 #prospect active inactive suspended cancelled
5103 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5104 my $method = $params->{'status'}. '_sql';
5105 #push @where, $class->$method();
5106 push @where, FS::cust_main->$method();
5110 # parse cancelled package checkbox
5115 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5116 unless $params->{'cancelled_pkgs'};
5122 foreach my $field (qw( signupdate )) {
5124 next unless exists($params->{$field});
5126 my($beginning, $ending) = @{$params->{$field}};
5129 "cust_main.$field IS NOT NULL",
5130 "cust_main.$field >= $beginning",
5131 "cust_main.$field <= $ending";
5133 $orderby ||= "ORDER BY cust_main.$field";
5141 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5143 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5150 #my $balance_sql = $class->balance_sql();
5151 my $balance_sql = FS::cust_main->balance_sql();
5153 push @where, map { s/current_balance/$balance_sql/; $_ }
5154 @{ $params->{'current_balance'} };
5160 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5162 "cust_main.custbatch = '$1'";
5166 # setup queries, subs, etc. for the search
5169 $orderby ||= 'ORDER BY custnum';
5171 # here is the agent virtualization
5172 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5174 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5176 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5178 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5180 my $select = join(', ',
5181 'cust_main.custnum',
5182 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5185 my(@extra_headers) = ();
5186 my(@extra_fields) = ();
5188 if ($params->{'flattened_pkgs'}) {
5190 if ($dbh->{Driver}->{Name} eq 'Pg') {
5192 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5194 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5195 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5196 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5198 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5199 "omitting packing information from report.";
5202 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";
5204 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5205 $sth->execute() or die $sth->errstr;
5206 my $headerrow = $sth->fetchrow_arrayref;
5207 my $headercount = $headerrow ? $headerrow->[0] : 0;
5208 while($headercount) {
5209 unshift @extra_headers, "Package ". $headercount;
5210 unshift @extra_fields, eval q!sub {my $c = shift;
5211 my @a = split '\|', $c->magic;
5212 my $p = $a[!.--$headercount. q!];
5220 'table' => 'cust_main',
5221 'select' => $select,
5223 'extra_sql' => $extra_sql,
5224 'order_by' => $orderby,
5225 'count_query' => $count_query,
5226 'extra_headers' => \@extra_headers,
5227 'extra_fields' => \@extra_fields,
5232 =item email_search_sql HASHREF
5236 Emails a notice to the specified customers.
5238 Valid parameters are those of the L<search_sql> method, plus the following:
5260 Optional job queue job for status updates.
5264 Returns an error message, or false for success.
5266 If an error occurs during any email, stops the enture send and returns that
5267 error. Presumably if you're getting SMTP errors aborting is better than
5268 retrying everything.
5272 sub email_search_sql {
5273 my($class, $params) = @_;
5275 my $from = delete $params->{from};
5276 my $subject = delete $params->{subject};
5277 my $html_body = delete $params->{html_body};
5278 my $text_body = delete $params->{text_body};
5280 my $job = delete $params->{'job'};
5282 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
5283 unless ref($params->{'payby'});
5285 my $sql_query = $class->search_sql($params);
5287 my $count_query = delete($sql_query->{'count_query'});
5288 my $count_sth = dbh->prepare($count_query)
5289 or die "Error preparing $count_query: ". dbh->errstr;
5291 or die "Error executing $count_query: ". $count_sth->errstr;
5292 my $count_arrayref = $count_sth->fetchrow_arrayref;
5293 my $num_cust = $count_arrayref->[0];
5295 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5296 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5299 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5301 #eventually order+limit magic to reduce memory use?
5302 foreach my $cust_main ( qsearch($sql_query) ) {
5304 my $to = $cust_main->invoicing_list_emailonly_scalar;
5307 my $error = send_email(
5311 'subject' => $subject,
5312 'html_body' => $html_body,
5313 'text_body' => $text_body,
5316 return $error if $error;
5318 if ( $job ) { #progressbar foo
5320 if ( time - $min_sec > $last ) {
5321 my $error = $job->update_statustext(
5322 int( 100 * $num / $num_cust )
5324 die $error if $error;
5334 use Storable qw(thaw);
5337 sub process_email_search_sql {
5339 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5341 my $param = thaw(decode_base64(shift));
5342 warn Dumper($param) if $DEBUG;
5344 $param->{'job'} = $job;
5346 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
5347 unless ref($param->{'payby'});
5349 my $error = FS::cust_main->email_search_sql( $param );
5350 die $error if $error;
5354 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5356 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5357 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
5358 specified (the appropriate ship_ field is also searched).
5360 Additional options are the same as FS::Record::qsearch
5365 my( $self, $fuzzy, $hash, @opt) = @_;
5370 check_and_rebuild_fuzzyfiles();
5371 foreach my $field ( keys %$fuzzy ) {
5373 my $all = $self->all_X($field);
5374 next unless scalar(@$all);
5377 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5380 foreach ( keys %match ) {
5381 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5382 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5385 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5388 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5390 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5398 Returns a masked version of the named field
5403 my ($self, $field) = @_;
5407 'x'x(length($self->getfield($field))-4).
5408 substr($self->getfield($field), (length($self->getfield($field))-4));
5418 =item smart_search OPTION => VALUE ...
5420 Accepts the following options: I<search>, the string to search for. The string
5421 will be searched for as a customer number, phone number, name or company name,
5422 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5423 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5424 skip fuzzy matching when an exact match is found.
5426 Any additional options are treated as an additional qualifier on the search
5429 Returns a (possibly empty) array of FS::cust_main objects.
5436 #here is the agent virtualization
5437 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5441 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5442 my $search = delete $options{'search'};
5443 ( my $alphanum_search = $search ) =~ s/\W//g;
5445 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5447 #false laziness w/Record::ut_phone
5448 my $phonen = "$1-$2-$3";
5449 $phonen .= " x$4" if $4;
5451 push @cust_main, qsearch( {
5452 'table' => 'cust_main',
5453 'hashref' => { %options },
5454 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5456 join(' OR ', map "$_ = '$phonen'",
5457 qw( daytime night fax
5458 ship_daytime ship_night ship_fax )
5461 " AND $agentnums_sql", #agent virtualization
5464 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5465 #try looking for matches with extensions unless one was specified
5467 push @cust_main, qsearch( {
5468 'table' => 'cust_main',
5469 'hashref' => { %options },
5470 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5472 join(' OR ', map "$_ LIKE '$phonen\%'",
5474 ship_daytime ship_night )
5477 " AND $agentnums_sql", #agent virtualization
5482 # custnum search (also try agent_custid), with some tweaking options if your
5483 # legacy cust "numbers" have letters
5484 } elsif ( $search =~ /^\s*(\d+)\s*$/
5485 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
5486 && $search =~ /^\s*(\w\w?\d+)\s*$/
5488 || ( $conf->exists('address1-search' )
5489 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
5496 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
5497 push @cust_main, qsearch( {
5498 'table' => 'cust_main',
5499 'hashref' => { 'custnum' => $num, %options },
5500 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5504 push @cust_main, qsearch( {
5505 'table' => 'cust_main',
5506 'hashref' => { 'agent_custid' => $num, %options },
5507 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5510 if ( $conf->exists('address1-search') ) {
5511 my $len = length($num);
5513 foreach my $prefix ( '', 'ship_' ) {
5514 push @cust_main, qsearch( {
5515 'table' => 'cust_main',
5516 'hashref' => { %options, },
5518 ( keys(%options) ? ' AND ' : ' WHERE ' ).
5519 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
5520 " AND $agentnums_sql",
5525 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5527 my($company, $last, $first) = ( $1, $2, $3 );
5529 # "Company (Last, First)"
5530 #this is probably something a browser remembered,
5531 #so just do an exact (but case-insensitive) search
5533 foreach my $prefix ( '', 'ship_' ) {
5534 push @cust_main, qsearch( {
5535 'table' => 'cust_main',
5536 'hashref' => { $prefix.'first' => $first,
5537 $prefix.'last' => $last,
5538 $prefix.'company' => $company,
5541 'extra_sql' => " AND $agentnums_sql",
5545 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5546 # try (ship_){last,company}
5550 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5551 # # full strings the browser remembers won't work
5552 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5554 use Lingua::EN::NameParse;
5555 my $NameParse = new Lingua::EN::NameParse(
5557 allow_reversed => 1,
5560 my($last, $first) = ( '', '' );
5561 #maybe disable this too and just rely on NameParse?
5562 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5564 ($last, $first) = ( $1, $2 );
5566 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5567 } elsif ( ! $NameParse->parse($value) ) {
5569 my %name = $NameParse->components;
5570 $first = $name{'given_name_1'};
5571 $last = $name{'surname_1'};
5575 if ( $first && $last ) {
5577 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5580 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5582 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5583 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5586 push @cust_main, qsearch( {
5587 'table' => 'cust_main',
5588 'hashref' => \%options,
5589 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5592 # or it just be something that was typed in... (try that in a sec)
5596 my $q_value = dbh->quote($value);
5599 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5600 $sql .= " ( LOWER(last) = $q_value
5601 OR LOWER(company) = $q_value
5602 OR LOWER(ship_last) = $q_value
5603 OR LOWER(ship_company) = $q_value
5605 $sql .= " OR LOWER(address1) = $q_value
5606 OR LOWER(ship_address1) = $q_value
5608 if $conf->exists('address1-search');
5611 push @cust_main, qsearch( {
5612 'table' => 'cust_main',
5613 'hashref' => \%options,
5614 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5617 #always do substring & fuzzy,
5618 #getting complains searches are not returning enough
5619 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
5621 #still some false laziness w/search_sql (was search/cust_main.cgi)
5626 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5627 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5630 if ( $first && $last ) {
5633 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5634 'last' => { op=>'ILIKE', value=>"%$last%" },
5636 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5637 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5644 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5645 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5649 if ( $conf->exists('address1-search') ) {
5651 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
5652 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
5656 foreach my $hashref ( @hashrefs ) {
5658 push @cust_main, qsearch( {
5659 'table' => 'cust_main',
5660 'hashref' => { %$hashref,
5663 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5672 " AND $agentnums_sql", #extra_sql #agent virtualization
5675 if ( $first && $last ) {
5676 push @cust_main, FS::cust_main->fuzzy_search(
5677 { 'last' => $last, #fuzzy hashref
5678 'first' => $first }, #
5682 foreach my $field ( 'last', 'company' ) {
5684 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5686 if ( $conf->exists('address1-search') ) {
5688 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
5695 #eliminate duplicates
5697 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5705 Accepts the following options: I<email>, the email address to search for. The
5706 email address will be searched for as an email invoice destination and as an
5709 #Any additional options are treated as an additional qualifier on the search
5710 #(i.e. I<agentnum>).
5712 Returns a (possibly empty) array of FS::cust_main objects (but usually just
5722 my $email = delete $options{'email'};
5724 #we're only being used by RT at the moment... no agent virtualization yet
5725 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5729 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
5731 my ( $user, $domain ) = ( $1, $2 );
5733 warn "$me smart_search: searching for $user in domain $domain"
5739 'table' => 'cust_main_invoice',
5740 'hashref' => { 'dest' => $email },
5747 map $_->cust_svc->cust_pkg,
5749 'table' => 'svc_acct',
5750 'hashref' => { 'username' => $user, },
5752 'AND ( SELECT domain FROM svc_domain
5753 WHERE svc_acct.domsvc = svc_domain.svcnum
5754 ) = '. dbh->quote($domain),
5760 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5762 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
5769 =item check_and_rebuild_fuzzyfiles
5773 sub check_and_rebuild_fuzzyfiles {
5774 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5775 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5778 =item rebuild_fuzzyfiles
5782 sub rebuild_fuzzyfiles {
5784 use Fcntl qw(:flock);
5786 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5787 mkdir $dir, 0700 unless -d $dir;
5789 foreach my $fuzzy ( @fuzzyfields ) {
5791 open(LOCK,">>$dir/cust_main.$fuzzy")
5792 or die "can't open $dir/cust_main.$fuzzy: $!";
5794 or die "can't lock $dir/cust_main.$fuzzy: $!";
5796 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5797 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5799 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5800 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5801 " WHERE $field != '' AND $field IS NOT NULL");
5802 $sth->execute or die $sth->errstr;
5804 while ( my $row = $sth->fetchrow_arrayref ) {
5805 print CACHE $row->[0]. "\n";
5810 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5812 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5823 my( $self, $field ) = @_;
5824 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5825 open(CACHE,"<$dir/cust_main.$field")
5826 or die "can't open $dir/cust_main.$field: $!";
5827 my @array = map { chomp; $_; } <CACHE>;
5832 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
5836 sub append_fuzzyfiles {
5837 #my( $first, $last, $company ) = @_;
5839 &check_and_rebuild_fuzzyfiles;
5841 use Fcntl qw(:flock);
5843 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
5845 foreach my $field (@fuzzyfields) {
5850 open(CACHE,">>$dir/cust_main.$field")
5851 or die "can't open $dir/cust_main.$field: $!";
5852 flock(CACHE,LOCK_EX)
5853 or die "can't lock $dir/cust_main.$field: $!";
5855 print CACHE "$value\n";
5857 flock(CACHE,LOCK_UN)
5858 or die "can't unlock $dir/cust_main.$field: $!";
5867 =item process_batch_import
5869 Load a batch import as a queued JSRPC job
5873 use Storable qw(thaw);
5876 sub process_batch_import {
5879 my $param = thaw(decode_base64(shift));
5880 warn Dumper($param) if $DEBUG;
5882 my $files = $param->{'uploaded_files'}
5883 or die "No files provided.\n";
5885 my (%files) = map { /^(\w+):([\.\w]+)$/ ? ($1,$2):() } split /,/, $files;
5887 my $dir = '%%%FREESIDE_CACHE%%%/cache.'. $FS::UID::datasrc. '/';
5888 my $file = $dir. $files{'file'};
5891 if ( $file =~ /\.(\w+)$/i ) {
5895 warn "can't parse file type from filename $file; defaulting to CSV";
5900 FS::cust_main::batch_import( {
5904 custbatch => $param->{custbatch},
5905 agentnum => $param->{'agentnum'},
5906 refnum => $param->{'refnum'},
5907 pkgpart => $param->{'pkgpart'},
5908 #'fields' => [qw( cust_pkg.setup dayphone first last address1 address2
5909 # city state zip comments )],
5910 'format' => $param->{'format'},
5915 die "$error\n" if $error;
5923 #some false laziness w/cdr.pm now
5927 my $job = $param->{job};
5929 my $filename = $param->{file};
5930 my $type = $param->{type} || 'csv';
5932 my $custbatch = $param->{custbatch};
5934 my $agentnum = $param->{agentnum};
5935 my $refnum = $param->{refnum};
5936 my $pkgpart = $param->{pkgpart};
5938 my $format = $param->{'format'};
5942 if ( $format eq 'simple' ) {
5943 @fields = qw( cust_pkg.setup dayphone first last
5944 address1 address2 city state zip comments );
5946 } elsif ( $format eq 'extended' ) {
5947 @fields = qw( agent_custid refnum
5948 last first address1 address2 city state zip country
5950 ship_last ship_first ship_address1 ship_address2
5951 ship_city ship_state ship_zip ship_country
5952 payinfo paycvv paydate
5955 svc_acct.username svc_acct._password
5958 } elsif ( $format eq 'extended-plus_company' ) {
5959 @fields = qw( agent_custid refnum
5960 last first company address1 address2 city state zip country
5962 ship_last ship_first ship_company ship_address1 ship_address2
5963 ship_city ship_state ship_zip ship_country
5964 payinfo paycvv paydate
5967 svc_acct.username svc_acct._password
5971 die "unknown format $format";
5977 if ( $type eq 'csv' ) {
5979 eval "use Text::CSV_XS;";
5982 $parser = new Text::CSV_XS;
5984 @buffer = split(/\r?\n/, slurp($filename) );
5985 $count = scalar(@buffer);
5987 } elsif ( $type eq 'xls' ) {
5989 eval "use Spreadsheet::ParseExcel;";
5992 my $excel = new Spreadsheet::ParseExcel::Workbook->Parse($filename);
5993 $parser = $excel->{Worksheet}[0]; #first sheet
5995 $count = $parser->{MaxRow} || $parser->{MinRow};
5999 die "Unknown file type $type\n";
6004 local $SIG{HUP} = 'IGNORE';
6005 local $SIG{INT} = 'IGNORE';
6006 local $SIG{QUIT} = 'IGNORE';
6007 local $SIG{TERM} = 'IGNORE';
6008 local $SIG{TSTP} = 'IGNORE';
6009 local $SIG{PIPE} = 'IGNORE';
6011 my $oldAutoCommit = $FS::UID::AutoCommit;
6012 local $FS::UID::AutoCommit = 0;
6017 my( $last, $min_sec ) = ( time, 5 ); #progressbar foo
6021 if ( $type eq 'csv' ) {
6023 last unless scalar(@buffer);
6024 $line = shift(@buffer);
6026 $parser->parse($line) or do {
6027 $dbh->rollback if $oldAutoCommit;
6028 return "can't parse: ". $parser->error_input();
6030 @columns = $parser->fields();
6032 } elsif ( $type eq 'xls' ) {
6034 last if $row > ($parser->{MaxRow} || $parser->{MinRow});
6036 my @row = @{ $parser->{Cells}[$row] };
6037 @columns = map $_->{Val}, @row;
6040 #warn $z++. ": $_\n" for @columns;
6043 die "Unknown file type $type\n";
6046 #warn join('-',@columns);
6049 custbatch => $custbatch,
6050 agentnum => $agentnum,
6052 country => $conf->config('countrydefault') || 'US',
6053 payby => $payby, #default
6054 paydate => '12/2037', #default
6056 my $billtime = time;
6057 my %cust_pkg = ( pkgpart => $pkgpart );
6059 foreach my $field ( @fields ) {
6061 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
6063 #$cust_pkg{$1} = str2time( shift @$columns );
6064 if ( $1 eq 'pkgpart' ) {
6065 $cust_pkg{$1} = shift @columns;
6066 } elsif ( $1 eq 'setup' ) {
6067 $billtime = str2time(shift @columns);
6069 $cust_pkg{$1} = str2time( shift @columns );
6072 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
6074 $svc_acct{$1} = shift @columns;
6078 #refnum interception
6079 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
6081 my $referral = $columns[0];
6082 my %hash = ( 'referral' => $referral,
6083 'agentnum' => $agentnum,
6087 my $part_referral = qsearchs('part_referral', \%hash )
6088 || new FS::part_referral \%hash;
6090 unless ( $part_referral->refnum ) {
6091 my $error = $part_referral->insert;
6093 $dbh->rollback if $oldAutoCommit;
6094 return "can't auto-insert advertising source: $referral: $error";
6098 $columns[0] = $part_referral->refnum;
6101 my $value = shift @columns;
6102 $cust_main{$field} = $value if length($value);
6106 $cust_main{'payby'} = 'CARD'
6107 if defined $cust_main{'payinfo'}
6108 && length $cust_main{'payinfo'};
6110 my $invoicing_list = $cust_main{'invoicing_list'}
6111 ? [ delete $cust_main{'invoicing_list'} ]
6114 my $cust_main = new FS::cust_main ( \%cust_main );
6117 tie my %hash, 'Tie::RefHash'; #this part is important
6119 if ( $cust_pkg{'pkgpart'} ) {
6120 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
6123 if ( $svc_acct{'username'} ) {
6124 my $part_pkg = $cust_pkg->part_pkg;
6125 unless ( $part_pkg ) {
6126 $dbh->rollback if $oldAutoCommit;
6127 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
6129 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
6130 push @svc_acct, new FS::svc_acct ( \%svc_acct )
6133 $hash{$cust_pkg} = \@svc_acct;
6136 my $error = $cust_main->insert( \%hash, $invoicing_list );
6139 $dbh->rollback if $oldAutoCommit;
6140 return "can't insert customer". ( $line ? " for $line" : '' ). ": $error";
6143 if ( $format eq 'simple' ) {
6145 #false laziness w/bill.cgi
6146 $error = $cust_main->bill( 'time' => $billtime );
6148 $dbh->rollback if $oldAutoCommit;
6149 return "can't bill customer for $line: $error";
6152 $error = $cust_main->apply_payments_and_credits;
6154 $dbh->rollback if $oldAutoCommit;
6155 return "can't bill customer for $line: $error";
6158 $error = $cust_main->collect();
6160 $dbh->rollback if $oldAutoCommit;
6161 return "can't collect customer for $line: $error";
6168 if ( $job && time - $min_sec > $last ) { #progress bar
6169 $job->update_statustext( int(100 * $row / $count) );
6175 $dbh->commit or die $dbh->errstr if $oldAutoCommit;;
6177 return "Empty file!" unless $row;
6189 #warn join('-',keys %$param);
6190 my $fh = $param->{filehandle};
6191 my @fields = @{$param->{fields}};
6193 eval "use Text::CSV_XS;";
6196 my $csv = new Text::CSV_XS;
6203 local $SIG{HUP} = 'IGNORE';
6204 local $SIG{INT} = 'IGNORE';
6205 local $SIG{QUIT} = 'IGNORE';
6206 local $SIG{TERM} = 'IGNORE';
6207 local $SIG{TSTP} = 'IGNORE';
6208 local $SIG{PIPE} = 'IGNORE';
6210 my $oldAutoCommit = $FS::UID::AutoCommit;
6211 local $FS::UID::AutoCommit = 0;
6214 #while ( $columns = $csv->getline($fh) ) {
6216 while ( defined($line=<$fh>) ) {
6218 $csv->parse($line) or do {
6219 $dbh->rollback if $oldAutoCommit;
6220 return "can't parse: ". $csv->error_input();
6223 my @columns = $csv->fields();
6224 #warn join('-',@columns);
6227 foreach my $field ( @fields ) {
6228 $row{$field} = shift @columns;
6231 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6232 unless ( $cust_main ) {
6233 $dbh->rollback if $oldAutoCommit;
6234 return "unknown custnum $row{'custnum'}";
6237 if ( $row{'amount'} > 0 ) {
6238 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6240 $dbh->rollback if $oldAutoCommit;
6244 } elsif ( $row{'amount'} < 0 ) {
6245 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6248 $dbh->rollback if $oldAutoCommit;
6258 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6260 return "Empty file!" unless $imported;
6266 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6268 Sends a templated email notification to the customer (see L<Text::Template>).
6270 OPTIONS is a hash and may include
6272 I<from> - the email sender (default is invoice_from)
6274 I<to> - comma-separated scalar or arrayref of recipients
6275 (default is invoicing_list)
6277 I<subject> - The subject line of the sent email notification
6278 (default is "Notice from company_name")
6280 I<extra_fields> - a hashref of name/value pairs which will be substituted
6283 The following variables are vavailable in the template.
6285 I<$first> - the customer first name
6286 I<$last> - the customer last name
6287 I<$company> - the customer company
6288 I<$payby> - a description of the method of payment for the customer
6289 # would be nice to use FS::payby::shortname
6290 I<$payinfo> - the account information used to collect for this customer
6291 I<$expdate> - the expiration of the customer payment in seconds from epoch
6296 my ($customer, $template, %options) = @_;
6298 return unless $conf->exists($template);
6300 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6301 $from = $options{from} if exists($options{from});
6303 my $to = join(',', $customer->invoicing_list_emailonly);
6304 $to = $options{to} if exists($options{to});
6306 my $subject = "Notice from " . $conf->config('company_name')
6307 if $conf->exists('company_name');
6308 $subject = $options{subject} if exists($options{subject});
6310 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6311 SOURCE => [ map "$_\n",
6312 $conf->config($template)]
6314 or die "can't create new Text::Template object: Text::Template::ERROR";
6315 $notify_template->compile()
6316 or die "can't compile template: Text::Template::ERROR";
6318 my $paydate = $customer->paydate || '2037-12-31';
6319 $FS::notify_template::_template::first = $customer->first;
6320 $FS::notify_template::_template::last = $customer->last;
6321 $FS::notify_template::_template::company = $customer->company;
6322 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6323 my $payby = $customer->payby;
6324 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6325 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6327 #credit cards expire at the end of the month/year of their exp date
6328 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6329 $FS::notify_template::_template::payby = 'credit card';
6330 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6331 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6333 }elsif ($payby eq 'COMP') {
6334 $FS::notify_template::_template::payby = 'complimentary account';
6336 $FS::notify_template::_template::payby = 'current method';
6338 $FS::notify_template::_template::expdate = $expire_time;
6340 for (keys %{$options{extra_fields}}){
6342 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6345 send_email(from => $from,
6347 subject => $subject,
6348 body => $notify_template->fill_in( PACKAGE =>
6349 'FS::notify_template::_template' ),
6354 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6356 Generates a templated notification to the customer (see L<Text::Template>).
6358 OPTIONS is a hash and may include
6360 I<extra_fields> - a hashref of name/value pairs which will be substituted
6361 into the template. These values may override values mentioned below
6362 and those from the customer record.
6364 The following variables are available in the template instead of or in addition
6365 to the fields of the customer record.
6367 I<$payby> - a description of the method of payment for the customer
6368 # would be nice to use FS::payby::shortname
6369 I<$payinfo> - the masked account information used to collect for this customer
6370 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6371 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress
6375 sub generate_letter {
6376 my ($self, $template, %options) = @_;
6378 return unless $conf->exists($template);
6380 my $letter_template = new Text::Template
6382 SOURCE => [ map "$_\n", $conf->config($template)],
6383 DELIMITERS => [ '[@--', '--@]' ],
6385 or die "can't create new Text::Template object: Text::Template::ERROR";
6387 $letter_template->compile()
6388 or die "can't compile template: Text::Template::ERROR";
6390 my %letter_data = map { $_ => $self->$_ } $self->fields;
6391 $letter_data{payinfo} = $self->mask_payinfo;
6393 my $paydate = $self->paydate || '2037-12-31';
6394 my $payby = $self->payby;
6395 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6396 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6398 #credit cards expire at the end of the month/year of their exp date
6399 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6400 $letter_data{payby} = 'credit card';
6401 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6402 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6404 }elsif ($payby eq 'COMP') {
6405 $letter_data{payby} = 'complimentary account';
6407 $letter_data{payby} = 'current method';
6409 $letter_data{expdate} = $expire_time;
6411 for (keys %{$options{extra_fields}}){
6412 $letter_data{$_} = $options{extra_fields}->{$_};
6415 unless(exists($letter_data{returnaddress})){
6416 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6417 $self->_agent_template)
6420 $letter_data{returnaddress} = length($retadd) ? $retadd : '~';
6423 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6425 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6426 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6430 ) or die "can't open temp file: $!\n";
6432 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6434 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6438 =item print_ps TEMPLATE
6440 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6446 my $file = $self->generate_letter(@_);
6447 FS::Misc::generate_ps($file);
6450 =item print TEMPLATE
6452 Prints the filled in template.
6454 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6458 sub queueable_print {
6461 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6462 or die "invalid customer number: " . $opt{custvnum};
6464 my $error = $self->print( $opt{template} );
6465 die $error if $error;
6469 my ($self, $template) = (shift, shift);
6470 do_print [ $self->print_ps($template) ];
6473 sub agent_template {
6475 $self->_agent_plandata('agent_templatename');
6478 sub agent_invoice_from {
6480 $self->_agent_plandata('agent_invoice_from');
6483 sub _agent_plandata {
6484 my( $self, $option ) = @_;
6487 if ( driver_name =~ /^Pg/i ) {
6489 } elsif ( driver_name =~ /^mysql/i ) {
6492 die "don't know how to use regular expressions in ". driver_name. " databases";
6495 my $part_bill_event = qsearchs( 'part_bill_event',
6497 'payby' => $self->payby,
6498 'plan' => 'send_agent',
6499 'plandata' => { 'op' => $regexp,
6500 'value' => "(^|\n)agentnum ".
6508 'ORDER BY seconds LIMIT 1'
6511 return '' unless $part_bill_event;
6513 if ( $part_bill_event->plandata =~ /^$option (.*)$/m ) {
6516 warn "can't parse part_bill_event eventpart#". $part_bill_event->eventpart.
6517 " plandata for $option";
6524 ## actual sub, not a method, designed to be called from the queue.
6525 ## sets up the customer, and calls the bill_and_collect
6526 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6527 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6528 $cust_main->bill_and_collect(
6533 sub _upgrade_data { #class method
6534 my ($class, %opts) = @_;
6536 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
6537 my $sth = dbh->prepare($sql) or die dbh->errstr;
6538 $sth->execute or die $sth->errstr;
6548 The delete method should possibly take an FS::cust_main object reference
6549 instead of a scalar customer number.
6551 Bill and collect options should probably be passed as references instead of a
6554 There should probably be a configuration file with a list of allowed credit
6557 No multiple currency support (probably a larger project than just this module).
6559 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6561 Birthdates rely on negative epoch values.
6563 The payby for card/check batches is broken. With mixed batching, bad
6568 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6569 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6570 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.