5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
49 use FS::cust_main_exemption;
50 use FS::cust_tax_adjustment;
52 use FS::tax_rate_location;
53 use FS::cust_tax_location;
54 use FS::part_pkg_taxrate;
56 use FS::cust_main_invoice;
57 use FS::cust_credit_bill;
58 use FS::cust_bill_pay;
59 use FS::prepay_credit;
63 use FS::part_event_condition;
66 use FS::payment_gateway;
67 use FS::agent_payment_gateway;
69 use FS::payinfo_Mixin;
72 @ISA = qw( FS::payinfo_Mixin FS::Record );
74 @EXPORT_OK = qw( smart_search );
76 $realtime_bop_decline_quiet = 0;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
88 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
193 (optional, see L<FS::cust_main_county>)
197 (see L<FS::cust_main_county>)
203 (see L<FS::cust_main_county>)
239 (optional, see L<FS::cust_main_county>)
243 (see L<FS::cust_main_county>)
249 (see L<FS::cust_main_county>)
265 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
269 Payment Information (See L<FS::payinfo_Mixin> for data format)
273 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
277 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
281 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
285 Start date month (maestro/solo cards only)
289 Start date year (maestro/solo cards only)
293 Issue number (maestro/solo cards only)
297 Name on card or billing name
301 IP address from which payment information was received
305 Tax exempt, empty or `Y'
309 Order taker (assigned automatically, see L<FS::UID>)
315 =item referral_custnum
317 Referring customer number
321 Enable individual CDR spooling, empty or `Y'
325 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
329 Discourage individual CDR printing, empty or `Y'
339 Creates a new customer. To add the customer to the database, see L<"insert">.
341 Note that this stores the hash reference, not a distinct copy of the hash it
342 points to. You can ask the object for a copy with the I<hash> method.
346 sub table { 'cust_main'; }
348 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
350 Adds this customer to the database. If there is an error, returns the error,
351 otherwise returns false.
353 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
354 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
355 are inserted atomicly, or the transaction is rolled back. Passing an empty
356 hash reference is equivalent to not supplying this parameter. There should be
357 a better explanation of this, but until then, here's an example:
360 tie %hash, 'Tie::RefHash'; #this part is important
362 $cust_pkg => [ $svc_acct ],
365 $cust_main->insert( \%hash );
367 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
368 be set as the invoicing list (see L<"invoicing_list">). Errors return as
369 expected and rollback the entire transaction; it is not necessary to call
370 check_invoicing_list first. The invoicing_list is set after the records in the
371 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
372 invoicing_list destination to the newly-created svc_acct. Here's an example:
374 $cust_main->insert( {}, [ $email, 'POST' ] );
376 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
378 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
379 on the supplied jobnum (they will not run until the specific job completes).
380 This can be used to defer provisioning until some action completes (such
381 as running the customer's credit card successfully).
383 The I<noexport> option is deprecated. If I<noexport> is set true, no
384 provisioning jobs (exports) are scheduled. (You can schedule them later with
385 the B<reexport> method.)
387 The I<tax_exemption> option can be set to an arrayref of tax names.
388 FS::cust_main_exemption records will be created and inserted.
394 my $cust_pkgs = @_ ? shift : {};
395 my $invoicing_list = @_ ? shift : '';
397 warn "$me insert called with options ".
398 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
401 local $SIG{HUP} = 'IGNORE';
402 local $SIG{INT} = 'IGNORE';
403 local $SIG{QUIT} = 'IGNORE';
404 local $SIG{TERM} = 'IGNORE';
405 local $SIG{TSTP} = 'IGNORE';
406 local $SIG{PIPE} = 'IGNORE';
408 my $oldAutoCommit = $FS::UID::AutoCommit;
409 local $FS::UID::AutoCommit = 0;
412 my $prepay_identifier = '';
413 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
415 if ( $self->payby eq 'PREPAY' ) {
417 $self->payby('BILL');
418 $prepay_identifier = $self->payinfo;
421 warn " looking up prepaid card $prepay_identifier\n"
424 my $error = $self->get_prepay( $prepay_identifier,
425 'amount_ref' => \$amount,
426 'seconds_ref' => \$seconds,
427 'upbytes_ref' => \$upbytes,
428 'downbytes_ref' => \$downbytes,
429 'totalbytes_ref' => \$totalbytes,
432 $dbh->rollback if $oldAutoCommit;
433 #return "error applying prepaid card (transaction rolled back): $error";
437 $payby = 'PREP' if $amount;
439 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
442 $self->payby('BILL');
443 $amount = $self->paid;
447 warn " inserting $self\n"
450 $self->signupdate(time) unless $self->signupdate;
452 $self->auto_agent_custid()
453 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
455 my $error = $self->SUPER::insert;
457 $dbh->rollback if $oldAutoCommit;
458 #return "inserting cust_main record (transaction rolled back): $error";
462 warn " setting invoicing list\n"
465 if ( $invoicing_list ) {
466 $error = $self->check_invoicing_list( $invoicing_list );
468 $dbh->rollback if $oldAutoCommit;
469 #return "checking invoicing_list (transaction rolled back): $error";
472 $self->invoicing_list( $invoicing_list );
475 warn " setting cust_main_exemption\n"
478 my $tax_exemption = delete $options{'tax_exemption'};
479 if ( $tax_exemption ) {
480 foreach my $taxname ( @$tax_exemption ) {
481 my $cust_main_exemption = new FS::cust_main_exemption {
482 'custnum' => $self->custnum,
483 'taxname' => $taxname,
485 my $error = $cust_main_exemption->insert;
487 $dbh->rollback if $oldAutoCommit;
488 return "inserting cust_main_exemption (transaction rolled back): $error";
493 if ( $conf->config('cust_main-skeleton_tables')
494 && $conf->config('cust_main-skeleton_custnum') ) {
496 warn " inserting skeleton records\n"
499 my $error = $self->start_copy_skel;
501 $dbh->rollback if $oldAutoCommit;
507 warn " ordering packages\n"
510 $error = $self->order_pkgs( $cust_pkgs,
512 'seconds_ref' => \$seconds,
513 'upbytes_ref' => \$upbytes,
514 'downbytes_ref' => \$downbytes,
515 'totalbytes_ref' => \$totalbytes,
518 $dbh->rollback if $oldAutoCommit;
523 $dbh->rollback if $oldAutoCommit;
524 return "No svc_acct record to apply pre-paid time";
526 if ( $upbytes || $downbytes || $totalbytes ) {
527 $dbh->rollback if $oldAutoCommit;
528 return "No svc_acct record to apply pre-paid data";
532 warn " inserting initial $payby payment of $amount\n"
534 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
536 $dbh->rollback if $oldAutoCommit;
537 return "inserting payment (transaction rolled back): $error";
541 unless ( $import || $skip_fuzzyfiles ) {
542 warn " queueing fuzzyfiles update\n"
544 $error = $self->queue_fuzzyfiles_update;
546 $dbh->rollback if $oldAutoCommit;
547 return "updating fuzzy search cache: $error";
551 warn " insert complete; committing transaction\n"
554 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
559 use File::CounterFile;
560 sub auto_agent_custid {
563 my $format = $conf->config('cust_main-auto_agent_custid');
565 if ( $format eq '1YMMXXXXXXXX' ) {
567 my $counter = new File::CounterFile 'cust_main.agent_custid';
570 my $ym = 100000000000 + time2str('%y%m00000000', time);
571 if ( $ym > $counter->value ) {
572 $counter->{'value'} = $agent_custid = $ym;
573 $counter->{'updated'} = 1;
575 $agent_custid = $counter->inc;
581 die "Unknown cust_main-auto_agent_custid format: $format";
584 $self->agent_custid($agent_custid);
588 sub start_copy_skel {
591 #'mg_user_preference' => {},
592 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
593 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
594 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
595 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
596 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
599 _copy_skel( 'cust_main', #tablename
600 $conf->config('cust_main-skeleton_custnum'), #sourceid
601 $self->custnum, #destid
602 @tables, #child tables
606 #recursive subroutine, not a method
608 my( $table, $sourceid, $destid, %child_tables ) = @_;
611 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
612 ( $table, $primary_key ) = ( $1, $2 );
614 my $dbdef_table = dbdef->table($table);
615 $primary_key = $dbdef_table->primary_key
616 or return "$table has no primary key".
617 " (or do you need to run dbdef-create?)";
620 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
621 join (', ', keys %child_tables). "\n"
624 foreach my $child_table_def ( keys %child_tables ) {
628 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
629 ( $child_table, $child_pkey ) = ( $1, $2 );
631 $child_table = $child_table_def;
633 $child_pkey = dbdef->table($child_table)->primary_key;
634 # or return "$table has no primary key".
635 # " (or do you need to run dbdef-create?)\n";
639 if ( keys %{ $child_tables{$child_table_def} } ) {
641 return "$child_table has no primary key".
642 " (run dbdef-create or try specifying it?)\n"
645 #false laziness w/Record::insert and only works on Pg
646 #refactor the proper last-inserted-id stuff out of Record::insert if this
647 # ever gets use for anything besides a quick kludge for one customer
648 my $default = dbdef->table($child_table)->column($child_pkey)->default;
649 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
650 or return "can't parse $child_table.$child_pkey default value ".
651 " for sequence name: $default";
656 my @sel_columns = grep { $_ ne $primary_key }
657 dbdef->table($child_table)->columns;
658 my $sel_columns = join(', ', @sel_columns );
660 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
661 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
662 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
664 my $sel_st = "SELECT $sel_columns FROM $child_table".
665 " WHERE $primary_key = $sourceid";
668 my $sel_sth = dbh->prepare( $sel_st )
669 or return dbh->errstr;
671 $sel_sth->execute or return $sel_sth->errstr;
673 while ( my $row = $sel_sth->fetchrow_hashref ) {
675 warn " selected row: ".
676 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
680 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
681 my $ins_sth =dbh->prepare($statement)
682 or return dbh->errstr;
683 my @param = ( $destid, map $row->{$_}, @ins_columns );
684 warn " $statement: [ ". join(', ', @param). " ]\n"
686 $ins_sth->execute( @param )
687 or return $ins_sth->errstr;
689 #next unless keys %{ $child_tables{$child_table} };
690 next unless $sequence;
692 #another section of that laziness
693 my $seq_sql = "SELECT currval('$sequence')";
694 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
695 $seq_sth->execute or return $seq_sth->errstr;
696 my $insertid = $seq_sth->fetchrow_arrayref->[0];
698 # don't drink soap! recurse! recurse! okay!
700 _copy_skel( $child_table_def,
701 $row->{$child_pkey}, #sourceid
703 %{ $child_tables{$child_table_def} },
705 return $error if $error;
715 =item order_pkg HASHREF | OPTION => VALUE ...
717 Orders a single package.
719 Options may be passed as a list of key/value pairs or as a hash reference.
730 Optional FS::cust_location object
734 Optional arryaref of FS::svc_* service objects.
738 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
739 jobs will have a dependancy on the supplied job (they will not run until the
740 specific job completes). This can be used to defer provisioning until some
741 action completes (such as running the customer's credit card successfully).
745 Optional subject for a ticket created and attached to this customer
749 Optional queue name for ticket additions
757 my $opt = ref($_[0]) ? shift : { @_ };
759 warn "$me order_pkg called with options ".
760 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
763 my $cust_pkg = $opt->{'cust_pkg'};
764 my $svcs = $opt->{'svcs'} || [];
766 my %svc_options = ();
767 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
768 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
770 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
771 qw( ticket_subject ticket_queue );
773 local $SIG{HUP} = 'IGNORE';
774 local $SIG{INT} = 'IGNORE';
775 local $SIG{QUIT} = 'IGNORE';
776 local $SIG{TERM} = 'IGNORE';
777 local $SIG{TSTP} = 'IGNORE';
778 local $SIG{PIPE} = 'IGNORE';
780 my $oldAutoCommit = $FS::UID::AutoCommit;
781 local $FS::UID::AutoCommit = 0;
784 if ( $opt->{'cust_location'} &&
785 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
786 my $error = $opt->{'cust_location'}->insert;
788 $dbh->rollback if $oldAutoCommit;
789 return "inserting cust_location (transaction rolled back): $error";
791 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
794 $cust_pkg->custnum( $self->custnum );
796 my $error = $cust_pkg->insert( %insert_params );
798 $dbh->rollback if $oldAutoCommit;
799 return "inserting cust_pkg (transaction rolled back): $error";
802 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
803 if ( $svc_something->svcnum ) {
804 my $old_cust_svc = $svc_something->cust_svc;
805 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
806 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
807 $error = $new_cust_svc->replace($old_cust_svc);
809 $svc_something->pkgnum( $cust_pkg->pkgnum );
810 if ( $svc_something->isa('FS::svc_acct') ) {
811 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
812 qw( seconds upbytes downbytes totalbytes ) ) {
813 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
814 ${ $opt->{$_.'_ref'} } = 0;
817 $error = $svc_something->insert(%svc_options);
820 $dbh->rollback if $oldAutoCommit;
821 return "inserting svc_ (transaction rolled back): $error";
825 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
830 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
831 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
833 Like the insert method on an existing record, this method orders multiple
834 packages and included services atomicaly. Pass a Tie::RefHash data structure
835 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
836 There should be a better explanation of this, but until then, here's an
840 tie %hash, 'Tie::RefHash'; #this part is important
842 $cust_pkg => [ $svc_acct ],
845 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
847 Services can be new, in which case they are inserted, or existing unaudited
848 services, in which case they are linked to the newly-created package.
850 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
851 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
853 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
854 on the supplied jobnum (they will not run until the specific job completes).
855 This can be used to defer provisioning until some action completes (such
856 as running the customer's credit card successfully).
858 The I<noexport> option is deprecated. If I<noexport> is set true, no
859 provisioning jobs (exports) are scheduled. (You can schedule them later with
860 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
861 on the cust_main object is not recommended, as existing services will also be
864 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
865 provided, the scalars (provided by references) will be incremented by the
866 values of the prepaid card.`
872 my $cust_pkgs = shift;
873 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
875 $seconds_ref ||= $options{'seconds_ref'};
877 warn "$me order_pkgs called with options ".
878 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
881 local $SIG{HUP} = 'IGNORE';
882 local $SIG{INT} = 'IGNORE';
883 local $SIG{QUIT} = 'IGNORE';
884 local $SIG{TERM} = 'IGNORE';
885 local $SIG{TSTP} = 'IGNORE';
886 local $SIG{PIPE} = 'IGNORE';
888 my $oldAutoCommit = $FS::UID::AutoCommit;
889 local $FS::UID::AutoCommit = 0;
892 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
894 foreach my $cust_pkg ( keys %$cust_pkgs ) {
896 my $error = $self->order_pkg(
897 'cust_pkg' => $cust_pkg,
898 'svcs' => $cust_pkgs->{$cust_pkg},
899 'seconds_ref' => $seconds_ref,
900 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
905 $dbh->rollback if $oldAutoCommit;
911 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
915 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
917 Recharges this (existing) customer with the specified prepaid card (see
918 L<FS::prepay_credit>), specified either by I<identifier> or as an
919 FS::prepay_credit object. If there is an error, returns the error, otherwise
922 Optionally, five scalar references can be passed as well. They will have their
923 values filled in with the amount, number of seconds, and number of upload,
924 download, and total bytes applied by this prepaid card.
928 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
929 #the only place that uses these args
930 sub recharge_prepay {
931 my( $self, $prepay_credit, $amountref, $secondsref,
932 $upbytesref, $downbytesref, $totalbytesref ) = @_;
934 local $SIG{HUP} = 'IGNORE';
935 local $SIG{INT} = 'IGNORE';
936 local $SIG{QUIT} = 'IGNORE';
937 local $SIG{TERM} = 'IGNORE';
938 local $SIG{TSTP} = 'IGNORE';
939 local $SIG{PIPE} = 'IGNORE';
941 my $oldAutoCommit = $FS::UID::AutoCommit;
942 local $FS::UID::AutoCommit = 0;
945 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
947 my $error = $self->get_prepay( $prepay_credit,
948 'amount_ref' => \$amount,
949 'seconds_ref' => \$seconds,
950 'upbytes_ref' => \$upbytes,
951 'downbytes_ref' => \$downbytes,
952 'totalbytes_ref' => \$totalbytes,
954 || $self->increment_seconds($seconds)
955 || $self->increment_upbytes($upbytes)
956 || $self->increment_downbytes($downbytes)
957 || $self->increment_totalbytes($totalbytes)
958 || $self->insert_cust_pay_prepay( $amount,
960 ? $prepay_credit->identifier
965 $dbh->rollback if $oldAutoCommit;
969 if ( defined($amountref) ) { $$amountref = $amount; }
970 if ( defined($secondsref) ) { $$secondsref = $seconds; }
971 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
972 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
973 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
975 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
980 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
982 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
983 specified either by I<identifier> or as an FS::prepay_credit object.
985 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
986 incremented by the values of the prepaid card.
988 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
989 check or set this customer's I<agentnum>.
991 If there is an error, returns the error, otherwise returns false.
997 my( $self, $prepay_credit, %opt ) = @_;
999 local $SIG{HUP} = 'IGNORE';
1000 local $SIG{INT} = 'IGNORE';
1001 local $SIG{QUIT} = 'IGNORE';
1002 local $SIG{TERM} = 'IGNORE';
1003 local $SIG{TSTP} = 'IGNORE';
1004 local $SIG{PIPE} = 'IGNORE';
1006 my $oldAutoCommit = $FS::UID::AutoCommit;
1007 local $FS::UID::AutoCommit = 0;
1010 unless ( ref($prepay_credit) ) {
1012 my $identifier = $prepay_credit;
1014 $prepay_credit = qsearchs(
1016 { 'identifier' => $prepay_credit },
1021 unless ( $prepay_credit ) {
1022 $dbh->rollback if $oldAutoCommit;
1023 return "Invalid prepaid card: ". $identifier;
1028 if ( $prepay_credit->agentnum ) {
1029 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1030 $dbh->rollback if $oldAutoCommit;
1031 return "prepaid card not valid for agent ". $self->agentnum;
1033 $self->agentnum($prepay_credit->agentnum);
1036 my $error = $prepay_credit->delete;
1038 $dbh->rollback if $oldAutoCommit;
1039 return "removing prepay_credit (transaction rolled back): $error";
1042 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1043 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1045 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1050 =item increment_upbytes SECONDS
1052 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1053 the specified number of upbytes. If there is an error, returns the error,
1054 otherwise returns false.
1058 sub increment_upbytes {
1059 _increment_column( shift, 'upbytes', @_);
1062 =item increment_downbytes SECONDS
1064 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1065 the specified number of downbytes. If there is an error, returns the error,
1066 otherwise returns false.
1070 sub increment_downbytes {
1071 _increment_column( shift, 'downbytes', @_);
1074 =item increment_totalbytes SECONDS
1076 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1077 the specified number of totalbytes. If there is an error, returns the error,
1078 otherwise returns false.
1082 sub increment_totalbytes {
1083 _increment_column( shift, 'totalbytes', @_);
1086 =item increment_seconds SECONDS
1088 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1089 the specified number of seconds. If there is an error, returns the error,
1090 otherwise returns false.
1094 sub increment_seconds {
1095 _increment_column( shift, 'seconds', @_);
1098 =item _increment_column AMOUNT
1100 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1101 the specified number of seconds or bytes. If there is an error, returns
1102 the error, otherwise returns false.
1106 sub _increment_column {
1107 my( $self, $column, $amount ) = @_;
1108 warn "$me increment_column called: $column, $amount\n"
1111 return '' unless $amount;
1113 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1114 $self->ncancelled_pkgs;
1116 if ( ! @cust_pkg ) {
1117 return 'No packages with primary or single services found'.
1118 ' to apply pre-paid time';
1119 } elsif ( scalar(@cust_pkg) > 1 ) {
1120 #maybe have a way to specify the package/account?
1121 return 'Multiple packages found to apply pre-paid time';
1124 my $cust_pkg = $cust_pkg[0];
1125 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1129 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1131 if ( ! @cust_svc ) {
1132 return 'No account found to apply pre-paid time';
1133 } elsif ( scalar(@cust_svc) > 1 ) {
1134 return 'Multiple accounts found to apply pre-paid time';
1137 my $svc_acct = $cust_svc[0]->svc_x;
1138 warn " found service svcnum ". $svc_acct->pkgnum.
1139 ' ('. $svc_acct->email. ")\n"
1142 $column = "increment_$column";
1143 $svc_acct->$column($amount);
1147 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1149 Inserts a prepayment in the specified amount for this customer. An optional
1150 second argument can specify the prepayment identifier for tracking purposes.
1151 If there is an error, returns the error, otherwise returns false.
1155 sub insert_cust_pay_prepay {
1156 shift->insert_cust_pay('PREP', @_);
1159 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1161 Inserts a cash payment in the specified amount for this customer. An optional
1162 second argument can specify the payment identifier for tracking purposes.
1163 If there is an error, returns the error, otherwise returns false.
1167 sub insert_cust_pay_cash {
1168 shift->insert_cust_pay('CASH', @_);
1171 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1173 Inserts a Western Union payment in the specified amount for this customer. An
1174 optional second argument can specify the prepayment identifier for tracking
1175 purposes. If there is an error, returns the error, otherwise returns false.
1179 sub insert_cust_pay_west {
1180 shift->insert_cust_pay('WEST', @_);
1183 sub insert_cust_pay {
1184 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1185 my $payinfo = scalar(@_) ? shift : '';
1187 my $cust_pay = new FS::cust_pay {
1188 'custnum' => $self->custnum,
1189 'paid' => sprintf('%.2f', $amount),
1190 #'_date' => #date the prepaid card was purchased???
1192 'payinfo' => $payinfo,
1200 This method is deprecated. See the I<depend_jobnum> option to the insert and
1201 order_pkgs methods for a better way to defer provisioning.
1203 Re-schedules all exports by calling the B<reexport> method of all associated
1204 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1205 otherwise returns false.
1212 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1213 "use the depend_jobnum option to insert or order_pkgs to delay export";
1215 local $SIG{HUP} = 'IGNORE';
1216 local $SIG{INT} = 'IGNORE';
1217 local $SIG{QUIT} = 'IGNORE';
1218 local $SIG{TERM} = 'IGNORE';
1219 local $SIG{TSTP} = 'IGNORE';
1220 local $SIG{PIPE} = 'IGNORE';
1222 my $oldAutoCommit = $FS::UID::AutoCommit;
1223 local $FS::UID::AutoCommit = 0;
1226 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1227 my $error = $cust_pkg->reexport;
1229 $dbh->rollback if $oldAutoCommit;
1234 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1239 =item delete NEW_CUSTNUM
1241 This deletes the customer. If there is an error, returns the error, otherwise
1244 This will completely remove all traces of the customer record. This is not
1245 what you want when a customer cancels service; for that, cancel all of the
1246 customer's packages (see L</cancel>).
1248 If the customer has any uncancelled packages, you need to pass a new (valid)
1249 customer number for those packages to be transferred to. Cancelled packages
1250 will be deleted. Did I mention that this is NOT what you want when a customer
1251 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1253 You can't delete a customer with invoices (see L<FS::cust_bill>),
1254 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1255 refunds (see L<FS::cust_refund>).
1262 local $SIG{HUP} = 'IGNORE';
1263 local $SIG{INT} = 'IGNORE';
1264 local $SIG{QUIT} = 'IGNORE';
1265 local $SIG{TERM} = 'IGNORE';
1266 local $SIG{TSTP} = 'IGNORE';
1267 local $SIG{PIPE} = 'IGNORE';
1269 my $oldAutoCommit = $FS::UID::AutoCommit;
1270 local $FS::UID::AutoCommit = 0;
1273 if ( $self->cust_bill ) {
1274 $dbh->rollback if $oldAutoCommit;
1275 return "Can't delete a customer with invoices";
1277 if ( $self->cust_credit ) {
1278 $dbh->rollback if $oldAutoCommit;
1279 return "Can't delete a customer with credits";
1281 if ( $self->cust_pay ) {
1282 $dbh->rollback if $oldAutoCommit;
1283 return "Can't delete a customer with payments";
1285 if ( $self->cust_refund ) {
1286 $dbh->rollback if $oldAutoCommit;
1287 return "Can't delete a customer with refunds";
1290 my @cust_pkg = $self->ncancelled_pkgs;
1292 my $new_custnum = shift;
1293 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1294 $dbh->rollback if $oldAutoCommit;
1295 return "Invalid new customer number: $new_custnum";
1297 foreach my $cust_pkg ( @cust_pkg ) {
1298 my %hash = $cust_pkg->hash;
1299 $hash{'custnum'} = $new_custnum;
1300 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1301 my $error = $new_cust_pkg->replace($cust_pkg,
1302 options => { $cust_pkg->options },
1305 $dbh->rollback if $oldAutoCommit;
1310 my @cancelled_cust_pkg = $self->all_pkgs;
1311 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1312 my $error = $cust_pkg->delete;
1314 $dbh->rollback if $oldAutoCommit;
1319 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1320 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1322 my $error = $cust_main_invoice->delete;
1324 $dbh->rollback if $oldAutoCommit;
1329 foreach my $cust_main_exemption (
1330 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1332 my $error = $cust_main_exemption->delete;
1334 $dbh->rollback if $oldAutoCommit;
1339 my $error = $self->SUPER::delete;
1341 $dbh->rollback if $oldAutoCommit;
1345 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1350 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1353 Replaces the OLD_RECORD with this one in the database. If there is an error,
1354 returns the error, otherwise returns false.
1356 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1357 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1358 expected and rollback the entire transaction; it is not necessary to call
1359 check_invoicing_list first. Here's an example:
1361 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1363 Currently available options are: I<tax_exemption>.
1365 The I<tax_exemption> option can be set to an arrayref of tax names.
1366 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1373 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1375 : $self->replace_old;
1379 warn "$me replace called\n"
1382 my $curuser = $FS::CurrentUser::CurrentUser;
1383 if ( $self->payby eq 'COMP'
1384 && $self->payby ne $old->payby
1385 && ! $curuser->access_right('Complimentary customer')
1388 return "You are not permitted to create complimentary accounts.";
1391 local($ignore_expired_card) = 1
1392 if $old->payby =~ /^(CARD|DCRD)$/
1393 && $self->payby =~ /^(CARD|DCRD)$/
1394 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1396 local $SIG{HUP} = 'IGNORE';
1397 local $SIG{INT} = 'IGNORE';
1398 local $SIG{QUIT} = 'IGNORE';
1399 local $SIG{TERM} = 'IGNORE';
1400 local $SIG{TSTP} = 'IGNORE';
1401 local $SIG{PIPE} = 'IGNORE';
1403 my $oldAutoCommit = $FS::UID::AutoCommit;
1404 local $FS::UID::AutoCommit = 0;
1407 my $error = $self->SUPER::replace($old);
1410 $dbh->rollback if $oldAutoCommit;
1414 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1415 my $invoicing_list = shift @param;
1416 $error = $self->check_invoicing_list( $invoicing_list );
1418 $dbh->rollback if $oldAutoCommit;
1421 $self->invoicing_list( $invoicing_list );
1424 my %options = @param;
1426 my $tax_exemption = delete $options{'tax_exemption'};
1427 if ( $tax_exemption ) {
1429 my %cust_main_exemption =
1430 map { $_->taxname => $_ }
1431 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1433 foreach my $taxname ( @$tax_exemption ) {
1435 next if delete $cust_main_exemption{$taxname};
1437 my $cust_main_exemption = new FS::cust_main_exemption {
1438 'custnum' => $self->custnum,
1439 'taxname' => $taxname,
1441 my $error = $cust_main_exemption->insert;
1443 $dbh->rollback if $oldAutoCommit;
1444 return "inserting cust_main_exemption (transaction rolled back): $error";
1448 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1449 my $error = $cust_main_exemption->delete;
1451 $dbh->rollback if $oldAutoCommit;
1452 return "deleting cust_main_exemption (transaction rolled back): $error";
1458 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1459 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1460 # card/check/lec info has changed, want to retry realtime_ invoice events
1461 my $error = $self->retry_realtime;
1463 $dbh->rollback if $oldAutoCommit;
1468 unless ( $import || $skip_fuzzyfiles ) {
1469 $error = $self->queue_fuzzyfiles_update;
1471 $dbh->rollback if $oldAutoCommit;
1472 return "updating fuzzy search cache: $error";
1476 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1481 =item queue_fuzzyfiles_update
1483 Used by insert & replace to update the fuzzy search cache
1487 sub queue_fuzzyfiles_update {
1490 local $SIG{HUP} = 'IGNORE';
1491 local $SIG{INT} = 'IGNORE';
1492 local $SIG{QUIT} = 'IGNORE';
1493 local $SIG{TERM} = 'IGNORE';
1494 local $SIG{TSTP} = 'IGNORE';
1495 local $SIG{PIPE} = 'IGNORE';
1497 my $oldAutoCommit = $FS::UID::AutoCommit;
1498 local $FS::UID::AutoCommit = 0;
1501 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1502 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1504 $dbh->rollback if $oldAutoCommit;
1505 return "queueing job (transaction rolled back): $error";
1508 if ( $self->ship_last ) {
1509 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1510 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1512 $dbh->rollback if $oldAutoCommit;
1513 return "queueing job (transaction rolled back): $error";
1517 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1524 Checks all fields to make sure this is a valid customer record. If there is
1525 an error, returns the error, otherwise returns false. Called by the insert
1526 and replace methods.
1533 warn "$me check BEFORE: \n". $self->_dump
1537 $self->ut_numbern('custnum')
1538 || $self->ut_number('agentnum')
1539 || $self->ut_textn('agent_custid')
1540 || $self->ut_number('refnum')
1541 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1542 || $self->ut_textn('custbatch')
1543 || $self->ut_name('last')
1544 || $self->ut_name('first')
1545 || $self->ut_snumbern('birthdate')
1546 || $self->ut_snumbern('signupdate')
1547 || $self->ut_textn('company')
1548 || $self->ut_text('address1')
1549 || $self->ut_textn('address2')
1550 || $self->ut_text('city')
1551 || $self->ut_textn('county')
1552 || $self->ut_textn('state')
1553 || $self->ut_country('country')
1554 || $self->ut_anything('comments')
1555 || $self->ut_numbern('referral_custnum')
1556 || $self->ut_textn('stateid')
1557 || $self->ut_textn('stateid_state')
1558 || $self->ut_textn('invoice_terms')
1559 || $self->ut_alphan('geocode')
1560 || $self->ut_floatn('cdr_termination_percentage')
1563 #barf. need message catalogs. i18n. etc.
1564 $error .= "Please select an advertising source."
1565 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1566 return $error if $error;
1568 return "Unknown agent"
1569 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1571 return "Unknown refnum"
1572 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1574 return "Unknown referring custnum: ". $self->referral_custnum
1575 unless ! $self->referral_custnum
1576 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1578 if ( $self->censustract ne '' ) {
1579 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1580 or return "Illegal census tract: ". $self->censustract;
1582 $self->censustract("$1.$2");
1585 if ( $self->ss eq '' ) {
1590 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1591 or return "Illegal social security number: ". $self->ss;
1592 $self->ss("$1-$2-$3");
1596 # bad idea to disable, causes billing to fail because of no tax rates later
1597 # unless ( $import ) {
1598 unless ( qsearch('cust_main_county', {
1599 'country' => $self->country,
1602 return "Unknown state/county/country: ".
1603 $self->state. "/". $self->county. "/". $self->country
1604 unless qsearch('cust_main_county',{
1605 'state' => $self->state,
1606 'county' => $self->county,
1607 'country' => $self->country,
1613 $self->ut_phonen('daytime', $self->country)
1614 || $self->ut_phonen('night', $self->country)
1615 || $self->ut_phonen('fax', $self->country)
1616 || $self->ut_zip('zip', $self->country)
1618 return $error if $error;
1620 if ( $conf->exists('cust_main-require_phone')
1621 && ! length($self->daytime) && ! length($self->night)
1624 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1626 : FS::Msgcat::_gettext('daytime');
1627 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1629 : FS::Msgcat::_gettext('night');
1631 return "$daytime_label or $night_label is required"
1635 if ( $self->has_ship_address
1636 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1637 $self->addr_fields )
1641 $self->ut_name('ship_last')
1642 || $self->ut_name('ship_first')
1643 || $self->ut_textn('ship_company')
1644 || $self->ut_text('ship_address1')
1645 || $self->ut_textn('ship_address2')
1646 || $self->ut_text('ship_city')
1647 || $self->ut_textn('ship_county')
1648 || $self->ut_textn('ship_state')
1649 || $self->ut_country('ship_country')
1651 return $error if $error;
1653 #false laziness with above
1654 unless ( qsearchs('cust_main_county', {
1655 'country' => $self->ship_country,
1658 return "Unknown ship_state/ship_county/ship_country: ".
1659 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1660 unless qsearch('cust_main_county',{
1661 'state' => $self->ship_state,
1662 'county' => $self->ship_county,
1663 'country' => $self->ship_country,
1669 $self->ut_phonen('ship_daytime', $self->ship_country)
1670 || $self->ut_phonen('ship_night', $self->ship_country)
1671 || $self->ut_phonen('ship_fax', $self->ship_country)
1672 || $self->ut_zip('ship_zip', $self->ship_country)
1674 return $error if $error;
1676 return "Unit # is required."
1677 if $self->ship_address2 =~ /^\s*$/
1678 && $conf->exists('cust_main-require_address2');
1680 } else { # ship_ info eq billing info, so don't store dup info in database
1682 $self->setfield("ship_$_", '')
1683 foreach $self->addr_fields;
1685 return "Unit # is required."
1686 if $self->address2 =~ /^\s*$/
1687 && $conf->exists('cust_main-require_address2');
1691 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1692 # or return "Illegal payby: ". $self->payby;
1694 FS::payby->can_payby($self->table, $self->payby)
1695 or return "Illegal payby: ". $self->payby;
1697 $error = $self->ut_numbern('paystart_month')
1698 || $self->ut_numbern('paystart_year')
1699 || $self->ut_numbern('payissue')
1700 || $self->ut_textn('paytype')
1702 return $error if $error;
1704 if ( $self->payip eq '' ) {
1707 $error = $self->ut_ip('payip');
1708 return $error if $error;
1711 # If it is encrypted and the private key is not availaible then we can't
1712 # check the credit card.
1714 my $check_payinfo = 1;
1716 if ($self->is_encrypted($self->payinfo)) {
1720 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1722 my $payinfo = $self->payinfo;
1723 $payinfo =~ s/\D//g;
1724 $payinfo =~ /^(\d{13,16})$/
1725 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1727 $self->payinfo($payinfo);
1729 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1731 return gettext('unknown_card_type')
1732 if cardtype($self->payinfo) eq "Unknown";
1734 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1736 return 'Banned credit card: banned on '.
1737 time2str('%a %h %o at %r', $ban->_date).
1738 ' by '. $ban->otaker.
1739 ' (ban# '. $ban->bannum. ')';
1742 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1743 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1744 $self->paycvv =~ /^(\d{4})$/
1745 or return "CVV2 (CID) for American Express cards is four digits.";
1748 $self->paycvv =~ /^(\d{3})$/
1749 or return "CVV2 (CVC2/CID) is three digits.";
1756 my $cardtype = cardtype($payinfo);
1757 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1759 return "Start date or issue number is required for $cardtype cards"
1760 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1762 return "Start month must be between 1 and 12"
1763 if $self->paystart_month
1764 and $self->paystart_month < 1 || $self->paystart_month > 12;
1766 return "Start year must be 1990 or later"
1767 if $self->paystart_year
1768 and $self->paystart_year < 1990;
1770 return "Issue number must be beween 1 and 99"
1772 and $self->payissue < 1 || $self->payissue > 99;
1775 $self->paystart_month('');
1776 $self->paystart_year('');
1777 $self->payissue('');
1780 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1782 my $payinfo = $self->payinfo;
1783 $payinfo =~ s/[^\d\@]//g;
1784 if ( $conf->exists('echeck-nonus') ) {
1785 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1786 $payinfo = "$1\@$2";
1788 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1789 $payinfo = "$1\@$2";
1791 $self->payinfo($payinfo);
1794 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1796 return 'Banned ACH account: banned on '.
1797 time2str('%a %h %o at %r', $ban->_date).
1798 ' by '. $ban->otaker.
1799 ' (ban# '. $ban->bannum. ')';
1802 } elsif ( $self->payby eq 'LECB' ) {
1804 my $payinfo = $self->payinfo;
1805 $payinfo =~ s/\D//g;
1806 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1808 $self->payinfo($payinfo);
1811 } elsif ( $self->payby eq 'BILL' ) {
1813 $error = $self->ut_textn('payinfo');
1814 return "Illegal P.O. number: ". $self->payinfo if $error;
1817 } elsif ( $self->payby eq 'COMP' ) {
1819 my $curuser = $FS::CurrentUser::CurrentUser;
1820 if ( ! $self->custnum
1821 && ! $curuser->access_right('Complimentary customer')
1824 return "You are not permitted to create complimentary accounts."
1827 $error = $self->ut_textn('payinfo');
1828 return "Illegal comp account issuer: ". $self->payinfo if $error;
1831 } elsif ( $self->payby eq 'PREPAY' ) {
1833 my $payinfo = $self->payinfo;
1834 $payinfo =~ s/\W//g; #anything else would just confuse things
1835 $self->payinfo($payinfo);
1836 $error = $self->ut_alpha('payinfo');
1837 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1838 return "Unknown prepayment identifier"
1839 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1844 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1845 return "Expiration date required"
1846 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1850 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1851 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1852 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1853 ( $m, $y ) = ( $2, "19$1" );
1854 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1855 ( $m, $y ) = ( $3, "20$2" );
1857 return "Illegal expiration date: ". $self->paydate;
1859 $self->paydate("$y-$m-01");
1860 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1861 return gettext('expired_card')
1863 && !$ignore_expired_card
1864 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1867 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1868 ( ! $conf->exists('require_cardname')
1869 || $self->payby !~ /^(CARD|DCRD)$/ )
1871 $self->payname( $self->first. " ". $self->getfield('last') );
1873 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1874 or return gettext('illegal_name'). " payname: ". $self->payname;
1878 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1879 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1883 $self->otaker(getotaker) unless $self->otaker;
1885 warn "$me check AFTER: \n". $self->_dump
1888 $self->SUPER::check;
1893 Returns a list of fields which have ship_ duplicates.
1898 qw( last first company
1899 address1 address2 city county state zip country
1904 =item has_ship_address
1906 Returns true if this customer record has a separate shipping address.
1910 sub has_ship_address {
1912 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1915 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1917 Returns all packages (see L<FS::cust_pkg>) for this customer.
1923 my $extra_qsearch = ref($_[0]) ? shift : {};
1925 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1928 if ( $self->{'_pkgnum'} ) {
1929 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1931 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1934 sort sort_packages @cust_pkg;
1939 Synonym for B<all_pkgs>.
1944 shift->all_pkgs(@_);
1949 Returns all locations (see L<FS::cust_location>) for this customer.
1955 qsearch('cust_location', { 'custnum' => $self->custnum } );
1958 =item location_label [ OPTION => VALUE ... ]
1960 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
1968 used to separate the address elements (defaults to ', ')
1970 =item escape_function
1972 a callback used for escaping the text of the address elements
1978 # false laziness with FS::cust_location::line
1980 sub location_label {
1984 my $separator = $opt{join_string} || ', ';
1985 my $escape = $opt{escape_function} || sub{ shift };
1987 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
1988 my $prefix = length($self->ship_last) ? 'ship_' : '';
1991 foreach (qw ( address1 address2 ) ) {
1992 my $method = "$prefix$_";
1993 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
1998 foreach (qw ( city county state zip ) ) {
1999 my $method = "$prefix$_";
2000 if ( $self->$method ) {
2001 $line .= ' (' if $method eq 'county';
2002 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2003 $line .= ' )' if $method eq 'county';
2007 $line .= $separator. &$escape(code2country($self->country))
2008 if $self->country ne $cydefault;
2013 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2015 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2019 sub ncancelled_pkgs {
2021 my $extra_qsearch = ref($_[0]) ? shift : {};
2023 return $self->num_ncancelled_pkgs unless wantarray;
2026 if ( $self->{'_pkgnum'} ) {
2028 warn "$me ncancelled_pkgs: returning cached objects"
2031 @cust_pkg = grep { ! $_->getfield('cancel') }
2032 values %{ $self->{'_pkgnum'}->cache };
2036 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2037 $self->custnum. "\n"
2040 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2042 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2046 sort sort_packages @cust_pkg;
2052 my $extra_qsearch = ref($_[0]) ? shift : {};
2054 $extra_qsearch->{'select'} ||= '*';
2055 $extra_qsearch->{'select'} .=
2056 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2060 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2065 'table' => 'cust_pkg',
2066 'hashref' => { 'custnum' => $self->custnum },
2071 # This should be generalized to use config options to determine order.
2074 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2075 return $locationsort if $locationsort;
2077 if ( $a->get('cancel') xor $b->get('cancel') ) {
2078 return -1 if $b->get('cancel');
2079 return 1 if $a->get('cancel');
2080 #shouldn't get here...
2083 my $a_num_cust_svc = $a->num_cust_svc;
2084 my $b_num_cust_svc = $b->num_cust_svc;
2085 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2086 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2087 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2088 my @a_cust_svc = $a->cust_svc;
2089 my @b_cust_svc = $b->cust_svc;
2090 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2095 =item suspended_pkgs
2097 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2101 sub suspended_pkgs {
2103 grep { $_->susp } $self->ncancelled_pkgs;
2106 =item unflagged_suspended_pkgs
2108 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2109 customer (thouse packages without the `manual_flag' set).
2113 sub unflagged_suspended_pkgs {
2115 return $self->suspended_pkgs
2116 unless dbdef->table('cust_pkg')->column('manual_flag');
2117 grep { ! $_->manual_flag } $self->suspended_pkgs;
2120 =item unsuspended_pkgs
2122 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2127 sub unsuspended_pkgs {
2129 grep { ! $_->susp } $self->ncancelled_pkgs;
2132 =item next_bill_date
2134 Returns the next date this customer will be billed, as a UNIX timestamp, or
2135 undef if no active package has a next bill date.
2139 sub next_bill_date {
2141 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2144 =item num_cancelled_pkgs
2146 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2151 sub num_cancelled_pkgs {
2152 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2155 sub num_ncancelled_pkgs {
2156 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2160 my( $self ) = shift;
2161 my $sql = scalar(@_) ? shift : '';
2162 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2163 my $sth = dbh->prepare(
2164 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2165 ) or die dbh->errstr;
2166 $sth->execute($self->custnum) or die $sth->errstr;
2167 $sth->fetchrow_arrayref->[0];
2172 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2173 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2174 on success or a list of errors.
2180 grep { $_->unsuspend } $self->suspended_pkgs;
2185 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2187 Returns a list: an empty list on success or a list of errors.
2193 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2196 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2198 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2199 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2200 of a list of pkgparts; the hashref has the following keys:
2204 =item pkgparts - listref of pkgparts
2206 =item (other options are passed to the suspend method)
2211 Returns a list: an empty list on success or a list of errors.
2215 sub suspend_if_pkgpart {
2217 my (@pkgparts, %opt);
2218 if (ref($_[0]) eq 'HASH'){
2219 @pkgparts = @{$_[0]{pkgparts}};
2224 grep { $_->suspend(%opt) }
2225 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2226 $self->unsuspended_pkgs;
2229 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2231 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2232 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2233 instead of a list of pkgparts; the hashref has the following keys:
2237 =item pkgparts - listref of pkgparts
2239 =item (other options are passed to the suspend method)
2243 Returns a list: an empty list on success or a list of errors.
2247 sub suspend_unless_pkgpart {
2249 my (@pkgparts, %opt);
2250 if (ref($_[0]) eq 'HASH'){
2251 @pkgparts = @{$_[0]{pkgparts}};
2256 grep { $_->suspend(%opt) }
2257 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2258 $self->unsuspended_pkgs;
2261 =item cancel [ OPTION => VALUE ... ]
2263 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2265 Available options are:
2269 =item quiet - can be set true to supress email cancellation notices.
2271 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2273 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2275 =item nobill - can be set true to skip billing if it might otherwise be done.
2279 Always returns a list: an empty list on success or a list of errors.
2283 # nb that dates are not specified as valid options to this method
2286 my( $self, %opt ) = @_;
2288 warn "$me cancel called on customer ". $self->custnum. " with options ".
2289 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2292 return ( 'access denied' )
2293 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2295 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2297 #should try decryption (we might have the private key)
2298 # and if not maybe queue a job for the server that does?
2299 return ( "Can't (yet) ban encrypted credit cards" )
2300 if $self->is_encrypted($self->payinfo);
2302 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2303 my $error = $ban->insert;
2304 return ( $error ) if $error;
2308 my @pkgs = $self->ncancelled_pkgs;
2310 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2312 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2313 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2317 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2318 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2321 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2324 sub _banned_pay_hashref {
2335 'payby' => $payby2ban{$self->payby},
2336 'payinfo' => md5_base64($self->payinfo),
2337 #don't ever *search* on reason! #'reason' =>
2343 Returns all notes (see L<FS::cust_main_note>) for this customer.
2350 qsearch( 'cust_main_note',
2351 { 'custnum' => $self->custnum },
2353 'ORDER BY _DATE DESC'
2359 Returns the agent (see L<FS::agent>) for this customer.
2365 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2370 Returns the customer class, as an FS::cust_class object, or the empty string
2371 if there is no customer class.
2377 if ( $self->classnum ) {
2378 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2386 Returns the customer category name, or the empty string if there is no customer
2393 my $cust_class = $self->cust_class;
2395 ? $cust_class->categoryname
2401 Returns the customer class name, or the empty string if there is no customer
2408 my $cust_class = $self->cust_class;
2410 ? $cust_class->classname
2415 =item bill_and_collect
2417 Cancels and suspends any packages due, generates bills, applies payments and
2418 credits, and applies collection events to run cards, send bills and notices,
2421 By default, warns on errors and continues with the next operation (but see the
2422 "fatal" flag below).
2424 Options are passed as name-value pairs. Currently available options are:
2430 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:
2434 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2438 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.
2442 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2446 If set true, re-charges setup fees.
2450 If set any errors prevent subsequent operations from continusing. If set
2451 specifically to "return", returns the error (or false, if there is no error).
2452 Any other true value causes errors to die.
2456 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)
2460 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2461 options of those methods are also available.
2465 sub bill_and_collect {
2466 my( $self, %options ) = @_;
2470 #$options{actual_time} not $options{time} because freeside-daily -d is for
2471 #pre-printing invoices
2473 $options{'actual_time'} ||= time;
2475 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2477 $error = "Error expiring custnum ". $self->custnum. ": $error";
2478 if ( $options{'fatal'} eq 'return' ) { return $error; }
2479 elsif ( $options{'fatal'} ) { die $error; }
2480 else { warn $error; }
2483 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2485 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2486 if ( $options{'fatal'} eq 'return' ) { return $error; }
2487 elsif ( $options{'fatal'} ) { die $error; }
2488 else { warn $error; }
2491 $error = $self->bill( %options );
2493 $error = "Error billing custnum ". $self->custnum. ": $error";
2494 if ( $options{'fatal'} eq 'return' ) { return $error; }
2495 elsif ( $options{'fatal'} ) { die $error; }
2496 else { warn $error; }
2499 $error = $self->apply_payments_and_credits;
2501 $error = "Error applying custnum ". $self->custnum. ": $error";
2502 if ( $options{'fatal'} eq 'return' ) { return $error; }
2503 elsif ( $options{'fatal'} ) { die $error; }
2504 else { warn $error; }
2507 unless ( $conf->exists('cancelled_cust-noevents')
2508 && ! $self->num_ncancelled_pkgs
2510 $error = $self->collect( %options );
2512 $error = "Error collecting custnum ". $self->custnum. ": $error";
2513 if ( $options{'fatal'} eq 'return' ) { return $error; }
2514 elsif ( $options{'fatal'} ) { die $error; }
2515 else { warn $error; }
2523 sub cancel_expired_pkgs {
2524 my ( $self, $time, %options ) = @_;
2526 my @cancel_pkgs = $self->ncancelled_pkgs( {
2527 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2532 foreach my $cust_pkg ( @cancel_pkgs ) {
2533 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2534 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2535 'reason_otaker' => $cpr->otaker
2539 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2542 scalar(@errors) ? join(' / ', @errors) : '';
2546 sub suspend_adjourned_pkgs {
2547 my ( $self, $time, %options ) = @_;
2549 my @susp_pkgs = $self->ncancelled_pkgs( {
2551 " AND ( susp IS NULL OR susp = 0 )
2552 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2553 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2558 #only because there's no SQL test for is_prepaid :/
2560 grep { ( $_->part_pkg->is_prepaid
2565 && $_->adjourn <= $time
2573 foreach my $cust_pkg ( @susp_pkgs ) {
2574 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2575 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2576 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2577 'reason_otaker' => $cpr->otaker
2581 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2584 scalar(@errors) ? join(' / ', @errors) : '';
2590 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2591 conjunction with the collect method by calling B<bill_and_collect>.
2593 If there is an error, returns the error, otherwise returns false.
2595 Options are passed as name-value pairs. Currently available options are:
2601 If set true, re-charges setup fees.
2605 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:
2609 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2613 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2615 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2619 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2623 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.
2627 This boolean value informs the us that the package is being cancelled. This
2628 typically might mean not charging the normal recurring fee but only usage
2629 fees since the last billing. Setup charges may be charged. Not all package
2630 plans support this feature (they tend to charge 0).
2634 Optional terms to be printed on this invoice. Otherwise, customer-specific
2635 terms or the default terms are used.
2642 my( $self, %options ) = @_;
2643 return '' if $self->payby eq 'COMP';
2644 warn "$me bill customer ". $self->custnum. "\n"
2647 my $time = $options{'time'} || time;
2648 my $invoice_time = $options{'invoice_time'} || $time;
2650 $options{'not_pkgpart'} ||= {};
2651 $options{'not_pkgpart'} = { map { $_ => 1 }
2652 split(/\s*,\s*/, $options{'not_pkgpart'})
2654 unless ref($options{'not_pkgpart'});
2656 local $SIG{HUP} = 'IGNORE';
2657 local $SIG{INT} = 'IGNORE';
2658 local $SIG{QUIT} = 'IGNORE';
2659 local $SIG{TERM} = 'IGNORE';
2660 local $SIG{TSTP} = 'IGNORE';
2661 local $SIG{PIPE} = 'IGNORE';
2663 my $oldAutoCommit = $FS::UID::AutoCommit;
2664 local $FS::UID::AutoCommit = 0;
2667 $self->select_for_update; #mutex
2669 my $error = $self->do_cust_event(
2670 'debug' => ( $options{'debug'} || 0 ),
2671 'time' => $invoice_time,
2672 'check_freq' => $options{'check_freq'},
2673 'stage' => 'pre-bill',
2676 $dbh->rollback if $oldAutoCommit;
2680 my @cust_bill_pkg = ();
2683 # find the packages which are due for billing, find out how much they are
2684 # & generate invoice database.
2687 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2689 my @precommit_hooks = ();
2691 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2692 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2694 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2696 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2698 #? to avoid use of uninitialized value errors... ?
2699 $cust_pkg->setfield('bill', '')
2700 unless defined($cust_pkg->bill);
2702 #my $part_pkg = $cust_pkg->part_pkg;
2704 my $real_pkgpart = $cust_pkg->pkgpart;
2705 my %hash = $cust_pkg->hash;
2707 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2709 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2712 $self->_make_lines( 'part_pkg' => $part_pkg,
2713 'cust_pkg' => $cust_pkg,
2714 'precommit_hooks' => \@precommit_hooks,
2715 'line_items' => \@cust_bill_pkg,
2716 'setup' => \$total_setup,
2717 'recur' => \$total_recur,
2718 'tax_matrix' => \%taxlisthash,
2720 'real_pkgpart' => $real_pkgpart,
2721 'options' => \%options,
2724 $dbh->rollback if $oldAutoCommit;
2728 } #foreach my $part_pkg
2730 } #foreach my $cust_pkg
2732 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2733 #but do commit any package date cycling that happened
2734 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2738 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2739 !$conf->exists('postal_invoice-recurring_only')
2743 my $postal_pkg = $self->charge_postal_fee();
2744 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2746 $dbh->rollback if $oldAutoCommit;
2747 return "can't charge postal invoice fee for customer ".
2748 $self->custnum. ": $postal_pkg";
2750 } elsif ( $postal_pkg ) {
2752 my $real_pkgpart = $postal_pkg->pkgpart;
2753 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2754 my %postal_options = %options;
2755 delete $postal_options{cancel};
2757 $self->_make_lines( 'part_pkg' => $part_pkg,
2758 'cust_pkg' => $postal_pkg,
2759 'precommit_hooks' => \@precommit_hooks,
2760 'line_items' => \@cust_bill_pkg,
2761 'setup' => \$total_setup,
2762 'recur' => \$total_recur,
2763 'tax_matrix' => \%taxlisthash,
2765 'real_pkgpart' => $real_pkgpart,
2766 'options' => \%postal_options,
2769 $dbh->rollback if $oldAutoCommit;
2778 my $listref_or_error =
2779 $self->calculate_taxes( \@cust_bill_pkg, \%taxlisthash, $invoice_time);
2781 unless ( ref( $listref_or_error ) ) {
2782 $dbh->rollback if $oldAutoCommit;
2783 return $listref_or_error;
2786 foreach my $taxline ( @$listref_or_error ) {
2787 $total_setup = sprintf('%.2f', $total_setup+$taxline->setup );
2788 push @cust_bill_pkg, $taxline;
2791 #add tax adjustments
2792 warn "adding tax adjustments...\n" if $DEBUG > 2;
2793 foreach my $cust_tax_adjustment (
2794 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2800 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2802 my $itemdesc = $cust_tax_adjustment->taxname;
2803 $itemdesc = '' if $itemdesc eq 'Tax';
2805 push @cust_bill_pkg, new FS::cust_bill_pkg {
2811 'itemdesc' => $itemdesc,
2812 'itemcomment' => $cust_tax_adjustment->comment,
2813 'cust_tax_adjustment' => $cust_tax_adjustment,
2814 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2819 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2821 my @cust_bill = $self->cust_bill;
2822 my $balance = $self->balance;
2823 my $previous_balance = scalar(@cust_bill)
2824 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2827 $previous_balance += $cust_bill[$#cust_bill]->charged
2828 if scalar(@cust_bill);
2829 #my $balance_adjustments =
2830 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2832 #create the new invoice
2833 my $cust_bill = new FS::cust_bill ( {
2834 'custnum' => $self->custnum,
2835 '_date' => ( $invoice_time ),
2836 'charged' => $charged,
2837 'billing_balance' => $balance,
2838 'previous_balance' => $previous_balance,
2839 'invoice_terms' => $options{'invoice_terms'},
2841 $error = $cust_bill->insert;
2843 $dbh->rollback if $oldAutoCommit;
2844 return "can't create invoice for customer #". $self->custnum. ": $error";
2847 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2848 $cust_bill_pkg->invnum($cust_bill->invnum);
2849 my $error = $cust_bill_pkg->insert;
2851 $dbh->rollback if $oldAutoCommit;
2852 return "can't create invoice line item: $error";
2857 foreach my $hook ( @precommit_hooks ) {
2859 &{$hook}; #($self) ?
2862 $dbh->rollback if $oldAutoCommit;
2863 return "$@ running precommit hook $hook\n";
2867 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2871 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2873 This is a weird one. Perhaps it should not even be exposed.
2875 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2876 Usually used internally by bill method B<bill>.
2878 If there is an error, returns the error, otherwise returns reference to a
2879 list of line items suitable for insertion.
2885 An array ref of the line items being billed.
2889 A strange beast. The keys to this hash are internal identifiers consisting
2890 of the name of the tax object type, a space, and its unique identifier ( e.g.
2891 'cust_main_county 23' ). The values of the hash are listrefs. The first
2892 item in the list is the tax object. The remaining items are either line
2893 items or floating point values (currency amounts).
2895 The taxes are calculated on this entity. Calculated exemption records are
2896 transferred to the LINEITEMREF items on the assumption that they are related.
2902 This specifies the date appearing on the associated invoice. Some
2903 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
2908 sub calculate_taxes {
2909 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
2911 my @tax_line_items = ();
2913 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2915 # keys are tax names (as printed on invoices / itemdesc )
2916 # values are listrefs of taxlisthash keys (internal identifiers)
2919 # keys are taxlisthash keys (internal identifiers)
2920 # values are (cumulative) amounts
2923 # keys are taxlisthash keys (internal identifiers)
2924 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2925 my %tax_location = ();
2927 # keys are taxlisthash keys (internal identifiers)
2928 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2929 my %tax_rate_location = ();
2931 foreach my $tax ( keys %$taxlisthash ) {
2932 my $tax_object = shift @{ $taxlisthash->{$tax} };
2933 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2934 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
2935 my $hashref_or_error =
2936 $tax_object->taxline( $taxlisthash->{$tax},
2937 'custnum' => $self->custnum,
2938 'invoice_time' => $invoice_time
2940 return $hashref_or_error unless ref($hashref_or_error);
2942 unshift @{ $taxlisthash->{$tax} }, $tax_object;
2944 my $name = $hashref_or_error->{'name'};
2945 my $amount = $hashref_or_error->{'amount'};
2947 #warn "adding $amount as $name\n";
2948 $taxname{ $name } ||= [];
2949 push @{ $taxname{ $name } }, $tax;
2951 $tax{ $tax } += $amount;
2953 $tax_location{ $tax } ||= [];
2954 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2955 push @{ $tax_location{ $tax } },
2957 'taxnum' => $tax_object->taxnum,
2958 'taxtype' => ref($tax_object),
2959 'pkgnum' => $tax_object->get('pkgnum'),
2960 'locationnum' => $tax_object->get('locationnum'),
2961 'amount' => sprintf('%.2f', $amount ),
2965 $tax_rate_location{ $tax } ||= [];
2966 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2967 my $taxratelocationnum =
2968 $tax_object->tax_rate_location->taxratelocationnum;
2969 push @{ $tax_rate_location{ $tax } },
2971 'taxnum' => $tax_object->taxnum,
2972 'taxtype' => ref($tax_object),
2973 'amount' => sprintf('%.2f', $amount ),
2974 'locationtaxid' => $tax_object->location,
2975 'taxratelocationnum' => $taxratelocationnum,
2981 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2982 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
2983 foreach my $tax ( keys %$taxlisthash ) {
2984 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
2985 next unless ref($_) eq 'FS::cust_bill_pkg';
2987 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2988 splice( @{ $_->_cust_tax_exempt_pkg } );
2992 #consolidate and create tax line items
2993 warn "consolidating and generating...\n" if $DEBUG > 2;
2994 foreach my $taxname ( keys %taxname ) {
2997 my @cust_bill_pkg_tax_location = ();
2998 my @cust_bill_pkg_tax_rate_location = ();
2999 warn "adding $taxname\n" if $DEBUG > 1;
3000 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3001 next if $seen{$taxitem}++;
3002 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3003 $tax += $tax{$taxitem};
3004 push @cust_bill_pkg_tax_location,
3005 map { new FS::cust_bill_pkg_tax_location $_ }
3006 @{ $tax_location{ $taxitem } };
3007 push @cust_bill_pkg_tax_rate_location,
3008 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3009 @{ $tax_rate_location{ $taxitem } };
3013 $tax = sprintf('%.2f', $tax );
3015 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3021 if ( $pkg_category and
3022 $conf->config('invoice_latexsummary') ||
3023 $conf->config('invoice_htmlsummary')
3027 my %hash = ( 'section' => $pkg_category->categoryname );
3028 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3032 push @tax_line_items, new FS::cust_bill_pkg {
3038 'itemdesc' => $taxname,
3039 'display' => \@display,
3040 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3041 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3050 my ($self, %params) = @_;
3052 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3053 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3054 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3055 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3056 my $total_setup = $params{setup} or die "no setup accumulator specified";
3057 my $total_recur = $params{recur} or die "no recur accumulator specified";
3058 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3059 my $time = $params{'time'} or die "no time specified";
3060 my (%options) = %{$params{options}};
3063 my $real_pkgpart = $params{real_pkgpart};
3064 my %hash = $cust_pkg->hash;
3065 my $old_cust_pkg = new FS::cust_pkg \%hash;
3071 $cust_pkg->pkgpart($part_pkg->pkgpart);
3079 if ( $options{'resetup'}
3080 || ( ! $cust_pkg->setup
3081 && ( ! $cust_pkg->start_date
3082 || $cust_pkg->start_date <= $time
3084 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3085 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3086 ! $cust_pkg->getfield('susp')
3093 warn " bill setup\n" if $DEBUG > 1;
3096 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3097 return "$@ running calc_setup for $cust_pkg\n"
3100 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3102 $cust_pkg->setfield('setup', $time)
3103 unless $cust_pkg->setup;
3104 #do need it, but it won't get written to the db
3105 #|| $cust_pkg->pkgpart != $real_pkgpart;
3107 $cust_pkg->setfield('start_date', '')
3108 if $cust_pkg->start_date;
3113 # bill recurring fee
3116 #XXX unit stuff here too
3120 if ( ! $cust_pkg->get('susp')
3121 and ! $cust_pkg->get('start_date')
3122 and ( $part_pkg->getfield('freq') ne '0'
3123 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3125 || ( $part_pkg->plan eq 'voip_cdr'
3126 && $part_pkg->option('bill_every_call')
3128 || ( $options{cancel} )
3131 # XXX should this be a package event? probably. events are called
3132 # at collection time at the moment, though...
3133 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3134 if $part_pkg->can('reset_usage');
3135 #don't want to reset usage just cause we want a line item??
3136 #&& $part_pkg->pkgpart == $real_pkgpart;
3138 warn " bill recur\n" if $DEBUG > 1;
3141 # XXX shared with $recur_prog
3142 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3146 #over two params! lets at least switch to a hashref for the rest...
3147 my $increment_next_bill = ( $part_pkg->freq ne '0'
3148 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3149 && !$options{cancel}
3151 my %param = ( 'precommit_hooks' => $precommit_hooks,
3152 'increment_next_bill' => $increment_next_bill,
3155 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3156 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3157 return "$@ running $method for $cust_pkg\n"
3160 if ( $increment_next_bill ) {
3162 my $next_bill = $part_pkg->add_freq($sdate);
3163 return "unparsable frequency: ". $part_pkg->freq
3164 if $next_bill == -1;
3166 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3167 # only for figuring next bill date, nothing else, so, reset $sdate again
3169 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3170 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3171 $cust_pkg->last_bill($sdate);
3173 $cust_pkg->setfield('bill', $next_bill );
3179 warn "\$setup is undefined" unless defined($setup);
3180 warn "\$recur is undefined" unless defined($recur);
3181 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3184 # If there's line items, create em cust_bill_pkg records
3185 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3190 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3191 # hmm.. and if just the options are modified in some weird price plan?
3193 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3196 my $error = $cust_pkg->replace( $old_cust_pkg,
3197 'options' => { $cust_pkg->options },
3199 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3200 if $error; #just in case
3203 $setup = sprintf( "%.2f", $setup );
3204 $recur = sprintf( "%.2f", $recur );
3205 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3206 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3208 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3209 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3212 if ( $setup != 0 || $recur != 0 ) {
3214 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3217 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3219 warn " adding customer package invoice detail: $_\n"
3220 foreach @cust_pkg_detail;
3222 push @details, @cust_pkg_detail;
3224 my $cust_bill_pkg = new FS::cust_bill_pkg {
3225 'pkgnum' => $cust_pkg->pkgnum,
3227 'unitsetup' => $unitsetup,
3229 'unitrecur' => $unitrecur,
3230 'quantity' => $cust_pkg->quantity,
3231 'details' => \@details,
3232 'hidden' => $part_pkg->hidden,
3235 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3236 $cust_bill_pkg->sdate( $hash{last_bill} );
3237 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3238 $cust_bill_pkg->edate( $time ) if $options{cancel};
3239 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3240 $cust_bill_pkg->sdate( $sdate );
3241 $cust_bill_pkg->edate( $cust_pkg->bill );
3242 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3245 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3246 unless $part_pkg->pkgpart == $real_pkgpart;
3248 $$total_setup += $setup;
3249 $$total_recur += $recur;
3256 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3257 return $error if $error;
3259 push @$cust_bill_pkgs, $cust_bill_pkg;
3261 } #if $setup != 0 || $recur != 0
3271 my $part_pkg = shift;
3272 my $taxlisthash = shift;
3273 my $cust_bill_pkg = shift;
3274 my $cust_pkg = shift;
3275 my $invoice_time = shift;
3276 my $real_pkgpart = shift;
3277 my $options = shift;
3279 my %cust_bill_pkg = ();
3283 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3284 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3285 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3286 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3288 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3290 if ( $conf->exists('enable_taxproducts')
3291 && ( scalar($part_pkg->part_pkg_taxoverride)
3292 || $part_pkg->has_taxproduct
3297 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3298 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3301 foreach my $class (@classes) {
3302 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3303 return $err_or_ref unless ref($err_or_ref);
3304 $taxes{$class} = $err_or_ref;
3307 unless (exists $taxes{''}) {
3308 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3309 return $err_or_ref unless ref($err_or_ref);
3310 $taxes{''} = $err_or_ref;
3315 my @loc_keys = qw( city county state country );
3317 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3318 my $cust_location = $cust_pkg->cust_location;
3319 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3322 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3325 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3328 $taxhash{'taxclass'} = $part_pkg->taxclass;
3331 my %taxhash_elim = %taxhash;
3332 my @elim = qw( city county state );
3335 #first try a match with taxclass
3336 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3338 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3339 #then try a match without taxclass
3340 my %no_taxclass = %taxhash_elim;
3341 $no_taxclass{ 'taxclass' } = '';
3342 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3345 $taxhash_elim{ shift(@elim) } = '';
3347 } while ( !scalar(@taxes) && scalar(@elim) );
3349 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3351 if $self->cust_main_exemption; #just to be safe
3353 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3355 $_->set('pkgnum', $cust_pkg->pkgnum );
3356 $_->set('locationnum', $cust_pkg->locationnum );
3360 $taxes{''} = [ @taxes ];
3361 $taxes{'setup'} = [ @taxes ];
3362 $taxes{'recur'} = [ @taxes ];
3363 $taxes{$_} = [ @taxes ] foreach (@classes);
3365 # # maybe eliminate this entirely, along with all the 0% records
3366 # unless ( @taxes ) {
3368 # "fatal: can't find tax rate for state/county/country/taxclass ".
3369 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3372 } #if $conf->exists('enable_taxproducts') ...
3377 my $separate = $conf->exists('separate_usage');
3378 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3379 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3381 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3382 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3383 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3386 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3387 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3389 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3390 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3392 push @display, new FS::cust_bill_pkg_display
3395 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3399 if ($separate && $section && $summary) {
3400 push @display, new FS::cust_bill_pkg_display { type => 'U',
3405 if ($usage_mandate || $section && $summary) {
3406 $hash{post_total} = 'Y';
3409 $hash{section} = $section if ($separate || $usage_mandate);
3410 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3413 $cust_bill_pkg->set('display', \@display);
3415 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3416 foreach my $key (keys %tax_cust_bill_pkg) {
3417 my @taxes = @{ $taxes{$key} || [] };
3418 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3420 my %localtaxlisthash = ();
3421 foreach my $tax ( @taxes ) {
3423 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3424 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3425 # ' locationnum'. $cust_pkg->locationnum
3426 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3428 $taxlisthash->{ $taxname } ||= [ $tax ];
3429 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3431 $localtaxlisthash{ $taxname } ||= [ $tax ];
3432 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3436 warn "finding taxed taxes...\n" if $DEBUG > 2;
3437 foreach my $tax ( keys %localtaxlisthash ) {
3438 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3439 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3441 next unless $tax_object->can('tax_on_tax');
3443 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3444 my $totname = ref( $tot ). ' '. $tot->taxnum;
3446 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3448 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3450 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3451 my $hashref_or_error =
3452 $tax_object->taxline( $localtaxlisthash{$tax},
3453 'custnum' => $self->custnum,
3454 'invoice_time' => $invoice_time,
3456 return $hashref_or_error
3457 unless ref($hashref_or_error);
3459 $taxlisthash->{ $totname } ||= [ $tot ];
3460 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3472 my $part_pkg = shift;
3476 my $geocode = $self->geocode('cch');
3478 my @taxclassnums = map { $_->taxclassnum }
3479 $part_pkg->part_pkg_taxoverride($class);
3481 unless (@taxclassnums) {
3482 @taxclassnums = map { $_->taxclassnum }
3483 grep { $_->taxable eq 'Y' }
3484 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3486 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3491 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3493 @taxes = qsearch({ 'table' => 'tax_rate',
3494 'hashref' => { 'geocode' => $geocode, },
3495 'extra_sql' => $extra_sql,
3497 if scalar(@taxclassnums);
3499 warn "Found taxes ".
3500 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3507 =item collect [ HASHREF | OPTION => VALUE ... ]
3509 (Attempt to) collect money for this customer's outstanding invoices (see
3510 L<FS::cust_bill>). Usually used after the bill method.
3512 Actions are now triggered by billing events; see L<FS::part_event> and the
3513 billing events web interface. Old-style invoice events (see
3514 L<FS::part_bill_event>) have been deprecated.
3516 If there is an error, returns the error, otherwise returns false.
3518 Options are passed as name-value pairs.
3520 Currently available options are:
3526 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3530 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3534 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3538 set true to surpress email card/ACH decline notices.
3542 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)
3548 # allows for one time override of normal customer billing method
3553 my( $self, %options ) = @_;
3554 my $invoice_time = $options{'invoice_time'} || time;
3557 local $SIG{HUP} = 'IGNORE';
3558 local $SIG{INT} = 'IGNORE';
3559 local $SIG{QUIT} = 'IGNORE';
3560 local $SIG{TERM} = 'IGNORE';
3561 local $SIG{TSTP} = 'IGNORE';
3562 local $SIG{PIPE} = 'IGNORE';
3564 my $oldAutoCommit = $FS::UID::AutoCommit;
3565 local $FS::UID::AutoCommit = 0;
3568 $self->select_for_update; #mutex
3571 my $balance = $self->balance;
3572 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3575 if ( exists($options{'retry_card'}) ) {
3576 carp 'retry_card option passed to collect is deprecated; use retry';
3577 $options{'retry'} ||= $options{'retry_card'};
3579 if ( exists($options{'retry'}) && $options{'retry'} ) {
3580 my $error = $self->retry_realtime;
3582 $dbh->rollback if $oldAutoCommit;
3587 my $error = $self->do_cust_event(
3588 'debug' => ( $options{'debug'} || 0 ),
3589 'time' => $invoice_time,
3590 'check_freq' => $options{'check_freq'},
3591 'stage' => 'collect',
3594 $dbh->rollback if $oldAutoCommit;
3598 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3603 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3605 Runs billing events; see L<FS::part_event> and the billing events web
3608 If there is an error, returns the error, otherwise returns false.
3610 Options are passed as name-value pairs.
3612 Currently available options are:
3618 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3622 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3626 "collect" (the default) or "pre-bill"
3630 set true to surpress email card/ACH decline notices.
3634 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)
3640 # allows for one time override of normal customer billing method
3644 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3647 my( $self, %options ) = @_;
3648 my $time = $options{'time'} || time;
3651 local $SIG{HUP} = 'IGNORE';
3652 local $SIG{INT} = 'IGNORE';
3653 local $SIG{QUIT} = 'IGNORE';
3654 local $SIG{TERM} = 'IGNORE';
3655 local $SIG{TSTP} = 'IGNORE';
3656 local $SIG{PIPE} = 'IGNORE';
3658 my $oldAutoCommit = $FS::UID::AutoCommit;
3659 local $FS::UID::AutoCommit = 0;
3662 $self->select_for_update; #mutex
3665 my $balance = $self->balance;
3666 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3669 # if ( exists($options{'retry_card'}) ) {
3670 # carp 'retry_card option passed to collect is deprecated; use retry';
3671 # $options{'retry'} ||= $options{'retry_card'};
3673 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3674 # my $error = $self->retry_realtime;
3676 # $dbh->rollback if $oldAutoCommit;
3681 # false laziness w/pay_batch::import_results
3683 my $due_cust_event = $self->due_cust_event(
3684 'debug' => ( $options{'debug'} || 0 ),
3686 'check_freq' => $options{'check_freq'},
3687 'stage' => ( $options{'stage'} || 'collect' ),
3689 unless( ref($due_cust_event) ) {
3690 $dbh->rollback if $oldAutoCommit;
3691 return $due_cust_event;
3694 foreach my $cust_event ( @$due_cust_event ) {
3698 #re-eval event conditions (a previous event could have changed things)
3699 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3700 #don't leave stray "new/locked" records around
3701 my $error = $cust_event->delete;
3703 #gah, even with transactions
3704 $dbh->commit if $oldAutoCommit; #well.
3711 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3712 warn " running cust_event ". $cust_event->eventnum. "\n"
3716 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3717 if ( my $error = $cust_event->do_event() ) {
3718 #XXX wtf is this? figure out a proper dealio with return value
3720 # gah, even with transactions.
3721 $dbh->commit if $oldAutoCommit; #well.
3728 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3733 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3735 Inserts database records for and returns an ordered listref of new events due
3736 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3737 events are due, an empty listref is returned. If there is an error, returns a
3738 scalar error message.
3740 To actually run the events, call each event's test_condition method, and if
3741 still true, call the event's do_event method.
3743 Options are passed as a hashref or as a list of name-value pairs. Available
3750 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3754 "collect" (the default) or "pre-bill"
3758 "Current time" for the events.
3762 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3766 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3770 Explicitly pass the objects to be tested (typically used with eventtable).
3774 Set to true to return the objects, but not actually insert them into the
3781 sub due_cust_event {
3783 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3786 #my $DEBUG = $opt{'debug'}
3787 local($DEBUG) = $opt{'debug'}
3788 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3790 warn "$me due_cust_event called with options ".
3791 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3794 $opt{'time'} ||= time;
3796 local $SIG{HUP} = 'IGNORE';
3797 local $SIG{INT} = 'IGNORE';
3798 local $SIG{QUIT} = 'IGNORE';
3799 local $SIG{TERM} = 'IGNORE';
3800 local $SIG{TSTP} = 'IGNORE';
3801 local $SIG{PIPE} = 'IGNORE';
3803 my $oldAutoCommit = $FS::UID::AutoCommit;
3804 local $FS::UID::AutoCommit = 0;
3807 $self->select_for_update #mutex
3808 unless $opt{testonly};
3811 # find possible events (initial search)
3814 my @cust_event = ();
3816 my @eventtable = $opt{'eventtable'}
3817 ? ( $opt{'eventtable'} )
3818 : FS::part_event->eventtables_runorder;
3820 foreach my $eventtable ( @eventtable ) {
3823 if ( $opt{'objects'} ) {
3825 @objects = @{ $opt{'objects'} };
3829 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3830 @objects = ( $eventtable eq 'cust_main' )
3832 : ( $self->$eventtable() );
3836 my @e_cust_event = ();
3838 my $cross = "CROSS JOIN $eventtable";
3839 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3840 unless $eventtable eq 'cust_main';
3842 foreach my $object ( @objects ) {
3844 #this first search uses the condition_sql magic for optimization.
3845 #the more possible events we can eliminate in this step the better
3847 my $cross_where = '';
3848 my $pkey = $object->primary_key;
3849 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3851 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3853 FS::part_event_condition->where_conditions_sql( $eventtable,
3854 'time'=>$opt{'time'}
3856 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3858 $extra_sql = "AND $extra_sql" if $extra_sql;
3860 #here is the agent virtualization
3861 $extra_sql .= " AND ( part_event.agentnum IS NULL
3862 OR part_event.agentnum = ". $self->agentnum. ' )';
3864 $extra_sql .= " $order";
3866 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3867 if $opt{'debug'} > 2;
3868 my @part_event = qsearch( {
3869 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3870 'select' => 'part_event.*',
3871 'table' => 'part_event',
3872 'addl_from' => "$cross $join",
3873 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3874 'eventtable' => $eventtable,
3877 'extra_sql' => "AND $cross_where $extra_sql",
3881 my $pkey = $object->primary_key;
3882 warn " ". scalar(@part_event).
3883 " possible events found for $eventtable ". $object->$pkey(). "\n";
3886 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3890 warn " ". scalar(@e_cust_event).
3891 " subtotal possible cust events found for $eventtable\n"
3894 push @cust_event, @e_cust_event;
3898 warn " ". scalar(@cust_event).
3899 " total possible cust events found in initial search\n"
3907 $opt{stage} ||= 'collect';
3909 grep { my $stage = $_->part_event->event_stage;
3910 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3920 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3921 'stats_hashref' => \%unsat ),
3924 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3927 warn " invalid conditions not eliminated with condition_sql:\n".
3928 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3935 unless( $opt{testonly} ) {
3936 foreach my $cust_event ( @cust_event ) {
3938 my $error = $cust_event->insert();
3940 $dbh->rollback if $oldAutoCommit;
3947 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3953 warn " returning events: ". Dumper(@cust_event). "\n"
3960 =item retry_realtime
3962 Schedules realtime / batch credit card / electronic check / LEC billing
3963 events for for retry. Useful if card information has changed or manual
3964 retry is desired. The 'collect' method must be called to actually retry
3967 Implementation details: For either this customer, or for each of this
3968 customer's open invoices, changes the status of the first "done" (with
3969 statustext error) realtime processing event to "failed".
3973 sub retry_realtime {
3976 local $SIG{HUP} = 'IGNORE';
3977 local $SIG{INT} = 'IGNORE';
3978 local $SIG{QUIT} = 'IGNORE';
3979 local $SIG{TERM} = 'IGNORE';
3980 local $SIG{TSTP} = 'IGNORE';
3981 local $SIG{PIPE} = 'IGNORE';
3983 my $oldAutoCommit = $FS::UID::AutoCommit;
3984 local $FS::UID::AutoCommit = 0;
3987 #a little false laziness w/due_cust_event (not too bad, really)
3989 my $join = FS::part_event_condition->join_conditions_sql;
3990 my $order = FS::part_event_condition->order_conditions_sql;
3993 . join ( ' OR ' , map {
3994 "( part_event.eventtable = " . dbh->quote($_)
3995 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3996 } FS::part_event->eventtables)
3999 #here is the agent virtualization
4000 my $agent_virt = " ( part_event.agentnum IS NULL
4001 OR part_event.agentnum = ". $self->agentnum. ' )';
4003 #XXX this shouldn't be hardcoded, actions should declare it...
4004 my @realtime_events = qw(
4005 cust_bill_realtime_card
4006 cust_bill_realtime_check
4007 cust_bill_realtime_lec
4011 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4016 my @cust_event = qsearchs({
4017 'table' => 'cust_event',
4018 'select' => 'cust_event.*',
4019 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4020 'hashref' => { 'status' => 'done' },
4021 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4022 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4025 my %seen_invnum = ();
4026 foreach my $cust_event (@cust_event) {
4028 #max one for the customer, one for each open invoice
4029 my $cust_X = $cust_event->cust_X;
4030 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4034 or $cust_event->part_event->eventtable eq 'cust_bill'
4037 my $error = $cust_event->retry;
4039 $dbh->rollback if $oldAutoCommit;
4040 return "error scheduling event for retry: $error";
4045 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4050 # some horrid false laziness here to avoid refactor fallout
4051 # eventually realtime realtime_bop and realtime_refund_bop should go
4052 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
4054 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
4056 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4057 via a Business::OnlinePayment realtime gateway. See
4058 L<http://420.am/business-onlinepayment> for supported gateways.
4060 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4062 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
4064 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4065 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4066 if set, will override the value from the customer record.
4068 I<description> is a free-text field passed to the gateway. It defaults to
4069 the value defined by the business-onlinepayment-description configuration
4070 option, or "Internet services" if that is unset.
4072 If an I<invnum> is specified, this payment (if successful) is applied to the
4073 specified invoice. If you don't specify an I<invnum> you might want to
4074 call the B<apply_payments> method or set the I<apply> option.
4076 I<apply> can be set to true to apply a resulting payment.
4078 I<quiet> can be set true to surpress email decline notices.
4080 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4081 resulting paynum, if any.
4083 I<payunique> is a unique identifier for this payment.
4085 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4092 return $self->_new_realtime_bop(@_)
4093 if $self->_new_bop_required();
4095 my($method, $amount);
4097 if (ref($_[0]) eq 'HASH') {
4098 %options = %{$_[0]};
4099 $method = $options{method};
4100 $amount = $options{amount};
4102 ( $method, $amount ) = ( shift, shift );
4106 warn "$me realtime_bop: $method $amount\n";
4107 warn " $_ => $options{$_}\n" foreach keys %options;
4110 unless ( $options{'description'} ) {
4111 if ( $conf->exists('business-onlinepayment-description') ) {
4112 my $dtempl = $conf->config('business-onlinepayment-description');
4114 my $agent = $self->agent->agent;
4116 $options{'description'} = eval qq("$dtempl");
4118 $options{'description'} = 'Internet services';
4122 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4124 eval "use Business::OnlinePayment";
4127 my $payinfo = exists($options{'payinfo'})
4128 ? $options{'payinfo'}
4131 my %method2payby = (
4138 # check for banned credit card/ACH
4141 my $ban = qsearchs('banned_pay', {
4142 'payby' => $method2payby{$method},
4143 'payinfo' => md5_base64($payinfo),
4145 return "Banned credit card" if $ban;
4148 # set taxclass and trans_is_recur based on invnum if there is one
4152 my $trans_is_recur = 0;
4153 if ( $options{'invnum'} ) {
4155 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4156 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4159 map { $_->part_pkg }
4161 map { $_->cust_pkg }
4162 $cust_bill->cust_bill_pkg;
4164 my @taxclasses = map $_->taxclass, @part_pkg;
4165 $taxclass = $taxclasses[0]
4166 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4167 #different taxclasses
4169 if grep { $_->freq ne '0' } @part_pkg;
4177 #look for an agent gateway override first
4179 if ( $method eq 'CC' ) {
4180 $cardtype = cardtype($payinfo);
4181 } elsif ( $method eq 'ECHECK' ) {
4184 $cardtype = $method;
4188 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4189 cardtype => $cardtype,
4190 taxclass => $taxclass, } )
4191 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4193 taxclass => $taxclass, } )
4194 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4195 cardtype => $cardtype,
4197 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4199 taxclass => '', } );
4201 my $payment_gateway = '';
4202 my( $processor, $login, $password, $action, @bop_options );
4203 if ( $override ) { #use a payment gateway override
4205 $payment_gateway = $override->payment_gateway;
4207 $processor = $payment_gateway->gateway_module;
4208 $login = $payment_gateway->gateway_username;
4209 $password = $payment_gateway->gateway_password;
4210 $action = $payment_gateway->gateway_action;
4211 @bop_options = $payment_gateway->options;
4213 } else { #use the standard settings from the config
4215 ( $processor, $login, $password, $action, @bop_options ) =
4216 $self->default_payment_gateway($method);
4224 my $address = exists($options{'address1'})
4225 ? $options{'address1'}
4227 my $address2 = exists($options{'address2'})
4228 ? $options{'address2'}
4230 $address .= ", ". $address2 if length($address2);
4232 my $o_payname = exists($options{'payname'})
4233 ? $options{'payname'}
4235 my($payname, $payfirst, $paylast);
4236 if ( $o_payname && $method ne 'ECHECK' ) {
4237 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4238 or return "Illegal payname $payname";
4239 ($payfirst, $paylast) = ($1, $2);
4241 $payfirst = $self->getfield('first');
4242 $paylast = $self->getfield('last');
4243 $payname = "$payfirst $paylast";
4246 my @invoicing_list = $self->invoicing_list_emailonly;
4247 if ( $conf->exists('emailinvoiceautoalways')
4248 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4249 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4250 push @invoicing_list, $self->all_emails;
4253 my $email = ($conf->exists('business-onlinepayment-email-override'))
4254 ? $conf->config('business-onlinepayment-email-override')
4255 : $invoicing_list[0];
4259 my $payip = exists($options{'payip'})
4262 $content{customer_ip} = $payip
4265 $content{invoice_number} = $options{'invnum'}
4266 if exists($options{'invnum'}) && length($options{'invnum'});
4268 $content{email_customer} =
4269 ( $conf->exists('business-onlinepayment-email_customer')
4270 || $conf->exists('business-onlinepayment-email-override') );
4273 if ( $method eq 'CC' ) {
4275 $content{card_number} = $payinfo;
4276 $paydate = exists($options{'paydate'})
4277 ? $options{'paydate'}
4279 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4280 $content{expiration} = "$2/$1";
4282 my $paycvv = exists($options{'paycvv'})
4283 ? $options{'paycvv'}
4285 $content{cvv2} = $paycvv
4288 my $paystart_month = exists($options{'paystart_month'})
4289 ? $options{'paystart_month'}
4290 : $self->paystart_month;
4292 my $paystart_year = exists($options{'paystart_year'})
4293 ? $options{'paystart_year'}
4294 : $self->paystart_year;
4296 $content{card_start} = "$paystart_month/$paystart_year"
4297 if $paystart_month && $paystart_year;
4299 my $payissue = exists($options{'payissue'})
4300 ? $options{'payissue'}
4302 $content{issue_number} = $payissue if $payissue;
4304 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4305 'trans_is_recur' => $trans_is_recur,
4309 $content{recurring_billing} = 'YES';
4310 $content{acct_code} = 'rebill'
4311 if $conf->exists('credit_card-recurring_billing_acct_code');
4314 } elsif ( $method eq 'ECHECK' ) {
4315 ( $content{account_number}, $content{routing_code} ) =
4316 split('@', $payinfo);
4317 $content{bank_name} = $o_payname;
4318 $content{bank_state} = exists($options{'paystate'})
4319 ? $options{'paystate'}
4320 : $self->getfield('paystate');
4321 $content{account_type} = exists($options{'paytype'})
4322 ? uc($options{'paytype'}) || 'CHECKING'
4323 : uc($self->getfield('paytype')) || 'CHECKING';
4324 $content{account_name} = $payname;
4325 $content{customer_org} = $self->company ? 'B' : 'I';
4326 $content{state_id} = exists($options{'stateid'})
4327 ? $options{'stateid'}
4328 : $self->getfield('stateid');
4329 $content{state_id_state} = exists($options{'stateid_state'})
4330 ? $options{'stateid_state'}
4331 : $self->getfield('stateid_state');
4332 $content{customer_ssn} = exists($options{'ss'})
4335 } elsif ( $method eq 'LEC' ) {
4336 $content{phone} = $payinfo;
4340 # run transaction(s)
4343 my $balance = exists( $options{'balance'} )
4344 ? $options{'balance'}
4347 $self->select_for_update; #mutex ... just until we get our pending record in
4349 #the checks here are intended to catch concurrent payments
4350 #double-form-submission prevention is taken care of in cust_pay_pending::check
4353 return "The customer's balance has changed; $method transaction aborted."
4354 if $self->balance < $balance;
4355 #&& $self->balance < $amount; #might as well anyway?
4357 #also check and make sure there aren't *other* pending payments for this cust
4359 my @pending = qsearch('cust_pay_pending', {
4360 'custnum' => $self->custnum,
4361 'status' => { op=>'!=', value=>'done' }
4363 return "A payment is already being processed for this customer (".
4364 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4365 "); $method transaction aborted."
4366 if scalar(@pending);
4368 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4370 my $cust_pay_pending = new FS::cust_pay_pending {
4371 'custnum' => $self->custnum,
4372 #'invnum' => $options{'invnum'},
4375 'payby' => $method2payby{$method},
4376 'payinfo' => $payinfo,
4377 'paydate' => $paydate,
4378 'recurring_billing' => $content{recurring_billing},
4379 'pkgnum' => $options{'pkgnum'},
4381 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4383 $cust_pay_pending->payunique( $options{payunique} )
4384 if defined($options{payunique}) && length($options{payunique});
4385 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4386 return $cpp_new_err if $cpp_new_err;
4388 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4390 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4391 $transaction->content(
4394 'password' => $password,
4395 'action' => $action1,
4396 'description' => $options{'description'},
4397 'amount' => $amount,
4398 #'invoice_number' => $options{'invnum'},
4399 'customer_id' => $self->custnum,
4400 'last_name' => $paylast,
4401 'first_name' => $payfirst,
4403 'address' => $address,
4404 'city' => ( exists($options{'city'})
4407 'state' => ( exists($options{'state'})
4410 'zip' => ( exists($options{'zip'})
4413 'country' => ( exists($options{'country'})
4414 ? $options{'country'}
4416 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4418 'phone' => $self->daytime || $self->night,
4422 $cust_pay_pending->status('pending');
4423 my $cpp_pending_err = $cust_pay_pending->replace;
4424 return $cpp_pending_err if $cpp_pending_err;
4427 my $BOP_TESTING = 0;
4428 my $BOP_TESTING_SUCCESS = 1;
4430 unless ( $BOP_TESTING ) {
4431 $transaction->submit();
4433 if ( $BOP_TESTING_SUCCESS ) {
4434 $transaction->is_success(1);
4435 $transaction->authorization('fake auth');
4437 $transaction->is_success(0);
4438 $transaction->error_message('fake failure');
4442 if ( $transaction->is_success() && $action2 ) {
4444 $cust_pay_pending->status('authorized');
4445 my $cpp_authorized_err = $cust_pay_pending->replace;
4446 return $cpp_authorized_err if $cpp_authorized_err;
4448 my $auth = $transaction->authorization;
4449 my $ordernum = $transaction->can('order_number')
4450 ? $transaction->order_number
4454 new Business::OnlinePayment( $processor, @bop_options );
4461 password => $password,
4462 order_number => $ordernum,
4464 authorization => $auth,
4465 description => $options{'description'},
4468 foreach my $field (qw( authorization_source_code returned_ACI
4469 transaction_identifier validation_code
4470 transaction_sequence_num local_transaction_date
4471 local_transaction_time AVS_result_code )) {
4472 $capture{$field} = $transaction->$field() if $transaction->can($field);
4475 $capture->content( %capture );
4479 unless ( $capture->is_success ) {
4480 my $e = "Authorization successful but capture failed, custnum #".
4481 $self->custnum. ': '. $capture->result_code.
4482 ": ". $capture->error_message;
4489 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4490 my $cpp_captured_err = $cust_pay_pending->replace;
4491 return $cpp_captured_err if $cpp_captured_err;
4494 # remove paycvv after initial transaction
4497 #false laziness w/misc/process/payment.cgi - check both to make sure working
4499 if ( defined $self->dbdef_table->column('paycvv')
4500 && length($self->paycvv)
4501 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4503 my $error = $self->remove_cvv;
4505 warn "WARNING: error removing cvv: $error\n";
4513 if ( $transaction->is_success() ) {
4516 if ( $payment_gateway ) { # agent override
4517 $paybatch = $payment_gateway->gatewaynum. '-';
4520 $paybatch .= "$processor:". $transaction->authorization;
4522 $paybatch .= ':'. $transaction->order_number
4523 if $transaction->can('order_number')
4524 && length($transaction->order_number);
4526 my $cust_pay = new FS::cust_pay ( {
4527 'custnum' => $self->custnum,
4528 'invnum' => $options{'invnum'},
4531 'payby' => $method2payby{$method},
4532 'payinfo' => $payinfo,
4533 'paybatch' => $paybatch,
4534 'paydate' => $paydate,
4535 'pkgnum' => $options{'pkgnum'},
4537 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4538 $cust_pay->payunique( $options{payunique} )
4539 if defined($options{payunique}) && length($options{payunique});
4541 my $oldAutoCommit = $FS::UID::AutoCommit;
4542 local $FS::UID::AutoCommit = 0;
4545 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4547 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4550 $cust_pay->invnum(''); #try again with no specific invnum
4551 my $error2 = $cust_pay->insert( $options{'manual'} ?
4552 ( 'manual' => 1 ) : ()
4555 # gah. but at least we have a record of the state we had to abort in
4556 # from cust_pay_pending now.
4557 my $e = "WARNING: $method captured but payment not recorded - ".
4558 "error inserting payment ($processor): $error2".
4559 " (previously tried insert with invnum #$options{'invnum'}" .
4560 ": $error ) - pending payment saved as paypendingnum ".
4561 $cust_pay_pending->paypendingnum. "\n";
4567 if ( $options{'paynum_ref'} ) {
4568 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4571 $cust_pay_pending->status('done');
4572 $cust_pay_pending->statustext('captured');
4573 $cust_pay_pending->paynum($cust_pay->paynum);
4574 my $cpp_done_err = $cust_pay_pending->replace;
4576 if ( $cpp_done_err ) {
4578 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4579 my $e = "WARNING: $method captured but payment not recorded - ".
4580 "error updating status for paypendingnum ".
4581 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4587 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4589 if ( $options{'apply'} ) {
4590 my $apply_error = $self->apply_payments_and_credits;
4591 if ( $apply_error ) {
4592 warn "WARNING: error applying payment: $apply_error\n";
4593 #but we still should return no error cause the payment otherwise went
4598 return ''; #no error
4604 my $perror = "$processor error: ". $transaction->error_message;
4606 unless ( $transaction->error_message ) {
4609 if ( $transaction->can('response_page') ) {
4611 'page' => ( $transaction->can('response_page')
4612 ? $transaction->response_page
4615 'code' => ( $transaction->can('response_code')
4616 ? $transaction->response_code
4619 'headers' => ( $transaction->can('response_headers')
4620 ? $transaction->response_headers
4626 "No additional debugging information available for $processor";
4629 $perror .= "No error_message returned from $processor -- ".
4630 ( ref($t_response) ? Dumper($t_response) : $t_response );
4634 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4635 && $conf->exists('emaildecline')
4636 && grep { $_ ne 'POST' } $self->invoicing_list
4637 && ! grep { $transaction->error_message =~ /$_/ }
4638 $conf->config('emaildecline-exclude')
4640 my @templ = $conf->config('declinetemplate');
4641 my $template = new Text::Template (
4643 SOURCE => [ map "$_\n", @templ ],
4644 ) or return "($perror) can't create template: $Text::Template::ERROR";
4645 $template->compile()
4646 or return "($perror) can't compile template: $Text::Template::ERROR";
4650 scalar( $conf->config('company_name', $self->agentnum ) ),
4651 'company_address' =>
4652 join("\n", $conf->config('company_address', $self->agentnum ) ),
4653 'error' => $transaction->error_message,
4656 my $error = send_email(
4657 'from' => $conf->config('invoice_from', $self->agentnum ),
4658 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4659 'subject' => 'Your payment could not be processed',
4660 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4663 $perror .= " (also received error sending decline notification: $error)"
4668 $cust_pay_pending->status('done');
4669 $cust_pay_pending->statustext("declined: $perror");
4670 my $cpp_done_err = $cust_pay_pending->replace;
4671 if ( $cpp_done_err ) {
4672 my $e = "WARNING: $method declined but pending payment not resolved - ".
4673 "error updating status for paypendingnum ".
4674 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4676 $perror = "$e ($perror)";
4684 sub _bop_recurring_billing {
4685 my( $self, %opt ) = @_;
4687 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4689 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4691 return 1 if $opt{'trans_is_recur'};
4695 my %hash = ( 'custnum' => $self->custnum,
4700 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4701 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4712 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4714 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4715 via a Business::OnlinePayment realtime gateway. See
4716 L<http://420.am/business-onlinepayment> for supported gateways.
4718 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4720 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4722 Most gateways require a reference to an original payment transaction to refund,
4723 so you probably need to specify a I<paynum>.
4725 I<amount> defaults to the original amount of the payment if not specified.
4727 I<reason> specifies a reason for the refund.
4729 I<paydate> specifies the expiration date for a credit card overriding the
4730 value from the customer record or the payment record. Specified as yyyy-mm-dd
4732 Implementation note: If I<amount> is unspecified or equal to the amount of the
4733 orignal payment, first an attempt is made to "void" the transaction via
4734 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4735 the normal attempt is made to "refund" ("credit") the transaction via the
4736 gateway is attempted.
4738 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4739 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4740 #if set, will override the value from the customer record.
4742 #If an I<invnum> is specified, this payment (if successful) is applied to the
4743 #specified invoice. If you don't specify an I<invnum> you might want to
4744 #call the B<apply_payments> method.
4748 #some false laziness w/realtime_bop, not enough to make it worth merging
4749 #but some useful small subs should be pulled out
4750 sub realtime_refund_bop {
4753 return $self->_new_realtime_refund_bop(@_)
4754 if $self->_new_bop_required();
4756 my( $method, %options ) = @_;
4758 warn "$me realtime_refund_bop: $method refund\n";
4759 warn " $_ => $options{$_}\n" foreach keys %options;
4762 eval "use Business::OnlinePayment";
4766 # look up the original payment and optionally a gateway for that payment
4770 my $amount = $options{'amount'};
4772 my( $processor, $login, $password, @bop_options ) ;
4773 my( $auth, $order_number ) = ( '', '', '' );
4775 if ( $options{'paynum'} ) {
4777 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4778 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4779 or return "Unknown paynum $options{'paynum'}";
4780 $amount ||= $cust_pay->paid;
4782 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4783 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4784 $cust_pay->paybatch;
4785 my $gatewaynum = '';
4786 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4788 if ( $gatewaynum ) { #gateway for the payment to be refunded
4790 my $payment_gateway =
4791 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4792 die "payment gateway $gatewaynum not found"
4793 unless $payment_gateway;
4795 $processor = $payment_gateway->gateway_module;
4796 $login = $payment_gateway->gateway_username;
4797 $password = $payment_gateway->gateway_password;
4798 @bop_options = $payment_gateway->options;
4800 } else { #try the default gateway
4802 my( $conf_processor, $unused_action );
4803 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4804 $self->default_payment_gateway($method);
4806 return "processor of payment $options{'paynum'} $processor does not".
4807 " match default processor $conf_processor"
4808 unless $processor eq $conf_processor;
4813 } else { # didn't specify a paynum, so look for agent gateway overrides
4814 # like a normal transaction
4817 if ( $method eq 'CC' ) {
4818 $cardtype = cardtype($self->payinfo);
4819 } elsif ( $method eq 'ECHECK' ) {
4822 $cardtype = $method;
4825 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4826 cardtype => $cardtype,
4828 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4830 taxclass => '', } );
4832 if ( $override ) { #use a payment gateway override
4834 my $payment_gateway = $override->payment_gateway;
4836 $processor = $payment_gateway->gateway_module;
4837 $login = $payment_gateway->gateway_username;
4838 $password = $payment_gateway->gateway_password;
4839 #$action = $payment_gateway->gateway_action;
4840 @bop_options = $payment_gateway->options;
4842 } else { #use the standard settings from the config
4845 ( $processor, $login, $password, $unused_action, @bop_options ) =
4846 $self->default_payment_gateway($method);
4851 return "neither amount nor paynum specified" unless $amount;
4856 'password' => $password,
4857 'order_number' => $order_number,
4858 'amount' => $amount,
4859 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4861 $content{authorization} = $auth
4862 if length($auth); #echeck/ACH transactions have an order # but no auth
4863 #(at least with authorize.net)
4865 my $disable_void_after;
4866 if ($conf->exists('disable_void_after')
4867 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4868 $disable_void_after = $1;
4871 #first try void if applicable
4872 if ( $cust_pay && $cust_pay->paid == $amount
4874 ( not defined($disable_void_after) )
4875 || ( time < ($cust_pay->_date + $disable_void_after ) )
4878 warn " attempting void\n" if $DEBUG > 1;
4879 my $void = new Business::OnlinePayment( $processor, @bop_options );
4880 $content{'card_number'} = $cust_pay->payinfo
4881 if $cust_pay->payby eq 'CARD'
4882 && $void->can('info') && $void->info('CC_void_requires_card');
4883 $void->content( 'action' => 'void', %content );
4885 if ( $void->is_success ) {
4886 my $error = $cust_pay->void($options{'reason'});
4888 # gah, even with transactions.
4889 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4890 "error voiding payment: $error";
4894 warn " void successful\n" if $DEBUG > 1;
4899 warn " void unsuccessful, trying refund\n"
4903 my $address = $self->address1;
4904 $address .= ", ". $self->address2 if $self->address2;
4906 my($payname, $payfirst, $paylast);
4907 if ( $self->payname && $method ne 'ECHECK' ) {
4908 $payname = $self->payname;
4909 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4910 or return "Illegal payname $payname";
4911 ($payfirst, $paylast) = ($1, $2);
4913 $payfirst = $self->getfield('first');
4914 $paylast = $self->getfield('last');
4915 $payname = "$payfirst $paylast";
4918 my @invoicing_list = $self->invoicing_list_emailonly;
4919 if ( $conf->exists('emailinvoiceautoalways')
4920 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4921 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4922 push @invoicing_list, $self->all_emails;
4925 my $email = ($conf->exists('business-onlinepayment-email-override'))
4926 ? $conf->config('business-onlinepayment-email-override')
4927 : $invoicing_list[0];
4929 my $payip = exists($options{'payip'})
4932 $content{customer_ip} = $payip
4936 if ( $method eq 'CC' ) {
4939 $content{card_number} = $payinfo = $cust_pay->payinfo;
4940 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4941 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4942 ($content{expiration} = "$2/$1"); # where available
4944 $content{card_number} = $payinfo = $self->payinfo;
4945 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4946 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4947 $content{expiration} = "$2/$1";
4950 } elsif ( $method eq 'ECHECK' ) {
4953 $payinfo = $cust_pay->payinfo;
4955 $payinfo = $self->payinfo;
4957 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4958 $content{bank_name} = $self->payname;
4959 $content{account_type} = 'CHECKING';
4960 $content{account_name} = $payname;
4961 $content{customer_org} = $self->company ? 'B' : 'I';
4962 $content{customer_ssn} = $self->ss;
4963 } elsif ( $method eq 'LEC' ) {
4964 $content{phone} = $payinfo = $self->payinfo;
4968 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4969 my %sub_content = $refund->content(
4970 'action' => 'credit',
4971 'customer_id' => $self->custnum,
4972 'last_name' => $paylast,
4973 'first_name' => $payfirst,
4975 'address' => $address,
4976 'city' => $self->city,
4977 'state' => $self->state,
4978 'zip' => $self->zip,
4979 'country' => $self->country,
4981 'phone' => $self->daytime || $self->night,
4984 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4988 return "$processor error: ". $refund->error_message
4989 unless $refund->is_success();
4991 my %method2payby = (
4997 my $paybatch = "$processor:". $refund->authorization;
4998 $paybatch .= ':'. $refund->order_number
4999 if $refund->can('order_number') && $refund->order_number;
5001 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5002 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5003 last unless @cust_bill_pay;
5004 my $cust_bill_pay = pop @cust_bill_pay;
5005 my $error = $cust_bill_pay->delete;
5009 my $cust_refund = new FS::cust_refund ( {
5010 'custnum' => $self->custnum,
5011 'paynum' => $options{'paynum'},
5012 'refund' => $amount,
5014 'payby' => $method2payby{$method},
5015 'payinfo' => $payinfo,
5016 'paybatch' => $paybatch,
5017 'reason' => $options{'reason'} || 'card or ACH refund',
5019 my $error = $cust_refund->insert;
5021 $cust_refund->paynum(''); #try again with no specific paynum
5022 my $error2 = $cust_refund->insert;
5024 # gah, even with transactions.
5025 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5026 "error inserting refund ($processor): $error2".
5027 " (previously tried insert with paynum #$options{'paynum'}" .
5038 # does the configuration indicate the new bop routines are required?
5040 sub _new_bop_required {
5043 my $botpp = 'Business::OnlineThirdPartyPayment';
5046 if ( ( $conf->exists('business-onlinepayment-namespace')
5047 && $conf->config('business-onlinepayment-namespace') eq $botpp
5049 or scalar( grep { $_->gateway_namespace eq $botpp }
5050 qsearch( 'payment_gateway', { 'disabled' => '' } )
5058 =item realtime_collect [ OPTION => VALUE ... ]
5060 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5061 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
5062 gateway. See L<http://420.am/business-onlinepayment> and
5063 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5065 On failure returns an error message.
5067 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
5069 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
5071 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
5072 then it is deduced from the customer record.
5074 If no I<amount> is specified, then the customer balance is used.
5076 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5077 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5078 if set, will override the value from the customer record.
5080 I<description> is a free-text field passed to the gateway. It defaults to
5081 the value defined by the business-onlinepayment-description configuration
5082 option, or "Internet services" if that is unset.
5084 If an I<invnum> is specified, this payment (if successful) is applied to the
5085 specified invoice. If you don't specify an I<invnum> you might want to
5086 call the B<apply_payments> method or set the I<apply> option.
5088 I<apply> can be set to true to apply a resulting payment.
5090 I<quiet> can be set true to surpress email decline notices.
5092 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5093 resulting paynum, if any.
5095 I<payunique> is a unique identifier for this payment.
5097 I<session_id> is a session identifier associated with this payment.
5099 I<depend_jobnum> allows payment capture to unlock export jobs
5103 sub realtime_collect {
5104 my( $self, %options ) = @_;
5107 warn "$me realtime_collect:\n";
5108 warn " $_ => $options{$_}\n" foreach keys %options;
5111 $options{amount} = $self->balance unless exists( $options{amount} );
5112 $options{method} = FS::payby->payby2bop($self->payby)
5113 unless exists( $options{method} );
5115 return $self->realtime_bop({%options});
5119 =item _realtime_bop { [ ARG => VALUE ... ] }
5121 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5122 via a Business::OnlinePayment realtime gateway. See
5123 L<http://420.am/business-onlinepayment> for supported gateways.
5125 Required arguments in the hashref are I<method>, and I<amount>
5127 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5129 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5131 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5132 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5133 if set, will override the value from the customer record.
5135 I<description> is a free-text field passed to the gateway. It defaults to
5136 the value defined by the business-onlinepayment-description configuration
5137 option, or "Internet services" if that is unset.
5139 If an I<invnum> is specified, this payment (if successful) is applied to the
5140 specified invoice. If you don't specify an I<invnum> you might want to
5141 call the B<apply_payments> method.
5143 I<quiet> can be set true to surpress email decline notices.
5145 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5146 resulting paynum, if any.
5148 I<payunique> is a unique identifier for this payment.
5150 I<session_id> is a session identifier associated with this payment.
5152 I<depend_jobnum> allows payment capture to unlock export jobs
5154 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5158 # some helper routines
5159 sub _payment_gateway {
5160 my ($self, $options) = @_;
5162 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5163 unless exists($options->{payment_gateway});
5165 $options->{payment_gateway};
5169 my ($self, $options) = @_;
5172 'login' => $options->{payment_gateway}->gateway_username,
5173 'password' => $options->{payment_gateway}->gateway_password,
5178 my ($self, $options) = @_;
5180 $options->{payment_gateway}->gatewaynum
5181 ? $options->{payment_gateway}->options
5182 : @{ $options->{payment_gateway}->get('options') };
5186 my ($self, $options) = @_;
5188 unless ( $options->{'description'} ) {
5189 if ( $conf->exists('business-onlinepayment-description') ) {
5190 my $dtempl = $conf->config('business-onlinepayment-description');
5192 my $agent = $self->agent->agent;
5194 $options->{'description'} = eval qq("$dtempl");
5196 $options->{'description'} = 'Internet services';
5200 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5201 $options->{invnum} ||= '';
5202 $options->{payname} = $self->payname unless exists( $options->{payname} );
5206 my ($self, $options) = @_;
5209 $content{address} = exists($options->{'address1'})
5210 ? $options->{'address1'}
5212 my $address2 = exists($options->{'address2'})
5213 ? $options->{'address2'}
5215 $content{address} .= ", ". $address2 if length($address2);
5217 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5218 $content{customer_ip} = $payip if length($payip);
5220 $content{invoice_number} = $options->{'invnum'}
5221 if exists($options->{'invnum'}) && length($options->{'invnum'});
5223 $content{email_customer} =
5224 ( $conf->exists('business-onlinepayment-email_customer')
5225 || $conf->exists('business-onlinepayment-email-override') );
5227 $content{payfirst} = $self->getfield('first');
5228 $content{paylast} = $self->getfield('last');
5230 $content{account_name} = "$content{payfirst} $content{paylast}"
5231 if $options->{method} eq 'ECHECK';
5233 $content{name} = $options->{payname};
5234 $content{name} = $content{account_name} if exists($content{account_name});
5236 $content{city} = exists($options->{city})
5239 $content{state} = exists($options->{state})
5242 $content{zip} = exists($options->{zip})
5245 $content{country} = exists($options->{country})
5246 ? $options->{country}
5248 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5249 $content{phone} = $self->daytime || $self->night;
5254 my %bop_method2payby = (
5260 sub _new_realtime_bop {
5264 if (ref($_[0]) eq 'HASH') {
5265 %options = %{$_[0]};
5267 my ( $method, $amount ) = ( shift, shift );
5269 $options{method} = $method;
5270 $options{amount} = $amount;
5274 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5275 warn " $_ => $options{$_}\n" foreach keys %options;
5278 return $self->fake_bop(%options) if $options{'fake'};
5280 $self->_bop_defaults(\%options);
5283 # set trans_is_recur based on invnum if there is one
5286 my $trans_is_recur = 0;
5287 if ( $options{'invnum'} ) {
5289 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5290 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5293 map { $_->part_pkg }
5295 map { $_->cust_pkg }
5296 $cust_bill->cust_bill_pkg;
5299 if grep { $_->freq ne '0' } @part_pkg;
5307 my $payment_gateway = $self->_payment_gateway( \%options );
5308 my $namespace = $payment_gateway->gateway_namespace;
5310 eval "use $namespace";
5314 # check for banned credit card/ACH
5317 my $ban = qsearchs('banned_pay', {
5318 'payby' => $bop_method2payby{$options{method}},
5319 'payinfo' => md5_base64($options{payinfo}),
5321 return "Banned credit card" if $ban;
5327 my (%bop_content) = $self->_bop_content(\%options);
5329 if ( $options{method} ne 'ECHECK' ) {
5330 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5331 or return "Illegal payname $options{payname}";
5332 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5335 my @invoicing_list = $self->invoicing_list_emailonly;
5336 if ( $conf->exists('emailinvoiceautoalways')
5337 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5338 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5339 push @invoicing_list, $self->all_emails;
5342 my $email = ($conf->exists('business-onlinepayment-email-override'))
5343 ? $conf->config('business-onlinepayment-email-override')
5344 : $invoicing_list[0];
5348 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5350 $content{card_number} = $options{payinfo};
5351 $paydate = exists($options{'paydate'})
5352 ? $options{'paydate'}
5354 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5355 $content{expiration} = "$2/$1";
5357 my $paycvv = exists($options{'paycvv'})
5358 ? $options{'paycvv'}
5360 $content{cvv2} = $paycvv
5363 my $paystart_month = exists($options{'paystart_month'})
5364 ? $options{'paystart_month'}
5365 : $self->paystart_month;
5367 my $paystart_year = exists($options{'paystart_year'})
5368 ? $options{'paystart_year'}
5369 : $self->paystart_year;
5371 $content{card_start} = "$paystart_month/$paystart_year"
5372 if $paystart_month && $paystart_year;
5374 my $payissue = exists($options{'payissue'})
5375 ? $options{'payissue'}
5377 $content{issue_number} = $payissue if $payissue;
5379 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5380 'trans_is_recur' => $trans_is_recur,
5384 $content{recurring_billing} = 'YES';
5385 $content{acct_code} = 'rebill'
5386 if $conf->exists('credit_card-recurring_billing_acct_code');
5389 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5390 ( $content{account_number}, $content{routing_code} ) =
5391 split('@', $options{payinfo});
5392 $content{bank_name} = $options{payname};
5393 $content{bank_state} = exists($options{'paystate'})
5394 ? $options{'paystate'}
5395 : $self->getfield('paystate');
5396 $content{account_type} = exists($options{'paytype'})
5397 ? uc($options{'paytype'}) || 'CHECKING'
5398 : uc($self->getfield('paytype')) || 'CHECKING';
5399 $content{customer_org} = $self->company ? 'B' : 'I';
5400 $content{state_id} = exists($options{'stateid'})
5401 ? $options{'stateid'}
5402 : $self->getfield('stateid');
5403 $content{state_id_state} = exists($options{'stateid_state'})
5404 ? $options{'stateid_state'}
5405 : $self->getfield('stateid_state');
5406 $content{customer_ssn} = exists($options{'ss'})
5409 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5410 $content{phone} = $options{payinfo};
5411 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5418 # run transaction(s)
5421 my $balance = exists( $options{'balance'} )
5422 ? $options{'balance'}
5425 $self->select_for_update; #mutex ... just until we get our pending record in
5427 #the checks here are intended to catch concurrent payments
5428 #double-form-submission prevention is taken care of in cust_pay_pending::check
5431 return "The customer's balance has changed; $options{method} transaction aborted."
5432 if $self->balance < $balance;
5433 #&& $self->balance < $options{amount}; #might as well anyway?
5435 #also check and make sure there aren't *other* pending payments for this cust
5437 my @pending = qsearch('cust_pay_pending', {
5438 'custnum' => $self->custnum,
5439 'status' => { op=>'!=', value=>'done' }
5441 return "A payment is already being processed for this customer (".
5442 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5443 "); $options{method} transaction aborted."
5444 if scalar(@pending);
5446 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5448 my $cust_pay_pending = new FS::cust_pay_pending {
5449 'custnum' => $self->custnum,
5450 #'invnum' => $options{'invnum'},
5451 'paid' => $options{amount},
5453 'payby' => $bop_method2payby{$options{method}},
5454 'payinfo' => $options{payinfo},
5455 'paydate' => $paydate,
5456 'recurring_billing' => $content{recurring_billing},
5457 'pkgnum' => $options{'pkgnum'},
5459 'gatewaynum' => $payment_gateway->gatewaynum || '',
5460 'session_id' => $options{session_id} || '',
5461 'jobnum' => $options{depend_jobnum} || '',
5463 $cust_pay_pending->payunique( $options{payunique} )
5464 if defined($options{payunique}) && length($options{payunique});
5465 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5466 return $cpp_new_err if $cpp_new_err;
5468 my( $action1, $action2 ) =
5469 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5471 my $transaction = new $namespace( $payment_gateway->gateway_module,
5472 $self->_bop_options(\%options),
5475 $transaction->content(
5476 'type' => $options{method},
5477 $self->_bop_auth(\%options),
5478 'action' => $action1,
5479 'description' => $options{'description'},
5480 'amount' => $options{amount},
5481 #'invoice_number' => $options{'invnum'},
5482 'customer_id' => $self->custnum,
5484 'reference' => $cust_pay_pending->paypendingnum, #for now
5489 $cust_pay_pending->status('pending');
5490 my $cpp_pending_err = $cust_pay_pending->replace;
5491 return $cpp_pending_err if $cpp_pending_err;
5494 my $BOP_TESTING = 0;
5495 my $BOP_TESTING_SUCCESS = 1;
5497 unless ( $BOP_TESTING ) {
5498 $transaction->submit();
5500 if ( $BOP_TESTING_SUCCESS ) {
5501 $transaction->is_success(1);
5502 $transaction->authorization('fake auth');
5504 $transaction->is_success(0);
5505 $transaction->error_message('fake failure');
5509 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5511 return { reference => $cust_pay_pending->paypendingnum,
5512 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5514 } elsif ( $transaction->is_success() && $action2 ) {
5516 $cust_pay_pending->status('authorized');
5517 my $cpp_authorized_err = $cust_pay_pending->replace;
5518 return $cpp_authorized_err if $cpp_authorized_err;
5520 my $auth = $transaction->authorization;
5521 my $ordernum = $transaction->can('order_number')
5522 ? $transaction->order_number
5526 new Business::OnlinePayment( $payment_gateway->gateway_module,
5527 $self->_bop_options(\%options),
5532 type => $options{method},
5534 $self->_bop_auth(\%options),
5535 order_number => $ordernum,
5536 amount => $options{amount},
5537 authorization => $auth,
5538 description => $options{'description'},
5541 foreach my $field (qw( authorization_source_code returned_ACI
5542 transaction_identifier validation_code
5543 transaction_sequence_num local_transaction_date
5544 local_transaction_time AVS_result_code )) {
5545 $capture{$field} = $transaction->$field() if $transaction->can($field);
5548 $capture->content( %capture );
5552 unless ( $capture->is_success ) {
5553 my $e = "Authorization successful but capture failed, custnum #".
5554 $self->custnum. ': '. $capture->result_code.
5555 ": ". $capture->error_message;
5563 # remove paycvv after initial transaction
5566 #false laziness w/misc/process/payment.cgi - check both to make sure working
5568 if ( defined $self->dbdef_table->column('paycvv')
5569 && length($self->paycvv)
5570 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5572 my $error = $self->remove_cvv;
5574 warn "WARNING: error removing cvv: $error\n";
5582 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5594 if (ref($_[0]) eq 'HASH') {
5595 %options = %{$_[0]};
5597 my ( $method, $amount ) = ( shift, shift );
5599 $options{method} = $method;
5600 $options{amount} = $amount;
5603 if ( $options{'fake_failure'} ) {
5604 return "Error: No error; test failure requested with fake_failure";
5608 #if ( $payment_gateway->gatewaynum ) { # agent override
5609 # $paybatch = $payment_gateway->gatewaynum. '-';
5612 #$paybatch .= "$processor:". $transaction->authorization;
5614 #$paybatch .= ':'. $transaction->order_number
5615 # if $transaction->can('order_number')
5616 # && length($transaction->order_number);
5618 my $paybatch = 'FakeProcessor:54:32';
5620 my $cust_pay = new FS::cust_pay ( {
5621 'custnum' => $self->custnum,
5622 'invnum' => $options{'invnum'},
5623 'paid' => $options{amount},
5625 'payby' => $bop_method2payby{$options{method}},
5626 #'payinfo' => $payinfo,
5627 'payinfo' => '4111111111111111',
5628 'paybatch' => $paybatch,
5629 #'paydate' => $paydate,
5630 'paydate' => '2012-05-01',
5632 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5634 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5637 $cust_pay->invnum(''); #try again with no specific invnum
5638 my $error2 = $cust_pay->insert( $options{'manual'} ?
5639 ( 'manual' => 1 ) : ()
5642 # gah, even with transactions.
5643 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5644 "error inserting (fake!) payment: $error2".
5645 " (previously tried insert with invnum #$options{'invnum'}" .
5652 if ( $options{'paynum_ref'} ) {
5653 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5656 return ''; #no error
5661 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5663 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5664 # phone bill transaction.
5666 sub _realtime_bop_result {
5667 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5669 warn "$me _realtime_bop_result: pending transaction ".
5670 $cust_pay_pending->paypendingnum. "\n";
5671 warn " $_ => $options{$_}\n" foreach keys %options;
5674 my $payment_gateway = $options{payment_gateway}
5675 or return "no payment gateway in arguments to _realtime_bop_result";
5677 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5678 my $cpp_captured_err = $cust_pay_pending->replace;
5679 return $cpp_captured_err if $cpp_captured_err;
5681 if ( $transaction->is_success() ) {
5684 if ( $payment_gateway->gatewaynum ) { # agent override
5685 $paybatch = $payment_gateway->gatewaynum. '-';
5688 $paybatch .= $payment_gateway->gateway_module. ":".
5689 $transaction->authorization;
5691 $paybatch .= ':'. $transaction->order_number
5692 if $transaction->can('order_number')
5693 && length($transaction->order_number);
5695 my $cust_pay = new FS::cust_pay ( {
5696 'custnum' => $self->custnum,
5697 'invnum' => $options{'invnum'},
5698 'paid' => $cust_pay_pending->paid,
5700 'payby' => $cust_pay_pending->payby,
5701 #'payinfo' => $payinfo,
5702 'paybatch' => $paybatch,
5703 'paydate' => $cust_pay_pending->paydate,
5704 'pkgnum' => $cust_pay_pending->pkgnum,
5706 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5707 $cust_pay->payunique( $options{payunique} )
5708 if defined($options{payunique}) && length($options{payunique});
5710 my $oldAutoCommit = $FS::UID::AutoCommit;
5711 local $FS::UID::AutoCommit = 0;
5714 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5716 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5719 $cust_pay->invnum(''); #try again with no specific invnum
5720 my $error2 = $cust_pay->insert( $options{'manual'} ?
5721 ( 'manual' => 1 ) : ()
5724 # gah. but at least we have a record of the state we had to abort in
5725 # from cust_pay_pending now.
5726 my $e = "WARNING: $options{method} captured but payment not recorded -".
5727 " error inserting payment (". $payment_gateway->gateway_module.
5729 " (previously tried insert with invnum #$options{'invnum'}" .
5730 ": $error ) - pending payment saved as paypendingnum ".
5731 $cust_pay_pending->paypendingnum. "\n";
5737 my $jobnum = $cust_pay_pending->jobnum;
5739 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5741 unless ( $placeholder ) {
5742 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5743 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5744 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5749 $error = $placeholder->delete;
5752 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5753 my $e = "WARNING: $options{method} captured but could not delete ".
5754 "job $jobnum for paypendingnum ".
5755 $cust_pay_pending->paypendingnum. ": $error\n";
5762 if ( $options{'paynum_ref'} ) {
5763 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5766 $cust_pay_pending->status('done');
5767 $cust_pay_pending->statustext('captured');
5768 $cust_pay_pending->paynum($cust_pay->paynum);
5769 my $cpp_done_err = $cust_pay_pending->replace;
5771 if ( $cpp_done_err ) {
5773 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5774 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5775 "error updating status for paypendingnum ".
5776 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5782 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5784 if ( $options{'apply'} ) {
5785 my $apply_error = $self->apply_payments_and_credits;
5786 if ( $apply_error ) {
5787 warn "WARNING: error applying payment: $apply_error\n";
5788 #but we still should return no error cause the payment otherwise went
5793 return ''; #no error
5799 my $perror = $payment_gateway->gateway_module. " error: ".
5800 $transaction->error_message;
5802 my $jobnum = $cust_pay_pending->jobnum;
5804 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5806 if ( $placeholder ) {
5807 my $error = $placeholder->depended_delete;
5808 $error ||= $placeholder->delete;
5809 warn "error removing provisioning jobs after declined paypendingnum ".
5810 $cust_pay_pending->paypendingnum. "\n";
5812 my $e = "error finding job $jobnum for declined paypendingnum ".
5813 $cust_pay_pending->paypendingnum. "\n";
5819 unless ( $transaction->error_message ) {
5822 if ( $transaction->can('response_page') ) {
5824 'page' => ( $transaction->can('response_page')
5825 ? $transaction->response_page
5828 'code' => ( $transaction->can('response_code')
5829 ? $transaction->response_code
5832 'headers' => ( $transaction->can('response_headers')
5833 ? $transaction->response_headers
5839 "No additional debugging information available for ".
5840 $payment_gateway->gateway_module;
5843 $perror .= "No error_message returned from ".
5844 $payment_gateway->gateway_module. " -- ".
5845 ( ref($t_response) ? Dumper($t_response) : $t_response );
5849 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5850 && $conf->exists('emaildecline')
5851 && grep { $_ ne 'POST' } $self->invoicing_list
5852 && ! grep { $transaction->error_message =~ /$_/ }
5853 $conf->config('emaildecline-exclude')
5855 my @templ = $conf->config('declinetemplate');
5856 my $template = new Text::Template (
5858 SOURCE => [ map "$_\n", @templ ],
5859 ) or return "($perror) can't create template: $Text::Template::ERROR";
5860 $template->compile()
5861 or return "($perror) can't compile template: $Text::Template::ERROR";
5865 scalar( $conf->config('company_name', $self->agentnum ) ),
5866 'company_address' =>
5867 join("\n", $conf->config('company_address', $self->agentnum ) ),
5868 'error' => $transaction->error_message,
5871 my $error = send_email(
5872 'from' => $conf->config('invoice_from', $self->agentnum ),
5873 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5874 'subject' => 'Your payment could not be processed',
5875 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5878 $perror .= " (also received error sending decline notification: $error)"
5883 $cust_pay_pending->status('done');
5884 $cust_pay_pending->statustext("declined: $perror");
5885 my $cpp_done_err = $cust_pay_pending->replace;
5886 if ( $cpp_done_err ) {
5887 my $e = "WARNING: $options{method} declined but pending payment not ".
5888 "resolved - error updating status for paypendingnum ".
5889 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5891 $perror = "$e ($perror)";
5899 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5901 Verifies successful third party processing of a realtime credit card,
5902 ACH (electronic check) or phone bill transaction via a
5903 Business::OnlineThirdPartyPayment realtime gateway. See
5904 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5906 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5908 The additional options I<payname>, I<city>, I<state>,
5909 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5910 if set, will override the value from the customer record.
5912 I<description> is a free-text field passed to the gateway. It defaults to
5913 "Internet services".
5915 If an I<invnum> is specified, this payment (if successful) is applied to the
5916 specified invoice. If you don't specify an I<invnum> you might want to
5917 call the B<apply_payments> method.
5919 I<quiet> can be set true to surpress email decline notices.
5921 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5922 resulting paynum, if any.
5924 I<payunique> is a unique identifier for this payment.
5926 Returns a hashref containing elements bill_error (which will be undefined
5927 upon success) and session_id of any associated session.
5931 sub realtime_botpp_capture {
5932 my( $self, $cust_pay_pending, %options ) = @_;
5934 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5935 warn " $_ => $options{$_}\n" foreach keys %options;
5938 eval "use Business::OnlineThirdPartyPayment";
5942 # select the gateway
5945 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5947 my $payment_gateway = $cust_pay_pending->gatewaynum
5948 ? qsearchs( 'payment_gateway',
5949 { gatewaynum => $cust_pay_pending->gatewaynum }
5951 : $self->agent->payment_gateway( 'method' => $method,
5952 # 'invnum' => $cust_pay_pending->invnum,
5953 # 'payinfo' => $cust_pay_pending->payinfo,
5956 $options{payment_gateway} = $payment_gateway; # for the helper subs
5962 my @invoicing_list = $self->invoicing_list_emailonly;
5963 if ( $conf->exists('emailinvoiceautoalways')
5964 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5965 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5966 push @invoicing_list, $self->all_emails;
5969 my $email = ($conf->exists('business-onlinepayment-email-override'))
5970 ? $conf->config('business-onlinepayment-email-override')
5971 : $invoicing_list[0];
5975 $content{email_customer} =
5976 ( $conf->exists('business-onlinepayment-email_customer')
5977 || $conf->exists('business-onlinepayment-email-override') );
5980 # run transaction(s)
5984 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5985 $self->_bop_options(\%options),
5988 $transaction->reference({ %options });
5990 $transaction->content(
5992 $self->_bop_auth(\%options),
5993 'action' => 'Post Authorization',
5994 'description' => $options{'description'},
5995 'amount' => $cust_pay_pending->paid,
5996 #'invoice_number' => $options{'invnum'},
5997 'customer_id' => $self->custnum,
5998 'referer' => 'http://cleanwhisker.420.am/',
5999 'reference' => $cust_pay_pending->paypendingnum,
6001 'phone' => $self->daytime || $self->night,
6003 # plus whatever is required for bogus capture avoidance
6006 $transaction->submit();
6009 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
6012 bill_error => $error,
6013 session_id => $cust_pay_pending->session_id,
6018 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
6022 sub default_payment_gateway {
6023 my( $self, $method ) = @_;
6025 die "Real-time processing not enabled\n"
6026 unless $conf->exists('business-onlinepayment');
6028 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
6031 my $bop_config = 'business-onlinepayment';
6032 $bop_config .= '-ach'
6033 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
6034 my ( $processor, $login, $password, $action, @bop_options ) =
6035 $conf->config($bop_config);
6036 $action ||= 'normal authorization';
6037 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
6038 die "No real-time processor is enabled - ".
6039 "did you set the business-onlinepayment configuration value?\n"
6042 ( $processor, $login, $password, $action, @bop_options )
6047 Removes the I<paycvv> field from the database directly.
6049 If there is an error, returns the error, otherwise returns false.
6055 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
6056 or return dbh->errstr;
6057 $sth->execute($self->custnum)
6058 or return $sth->errstr;
6063 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
6065 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
6066 via a Business::OnlinePayment realtime gateway. See
6067 L<http://420.am/business-onlinepayment> for supported gateways.
6069 Available methods are: I<CC>, I<ECHECK> and I<LEC>
6071 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
6073 Most gateways require a reference to an original payment transaction to refund,
6074 so you probably need to specify a I<paynum>.
6076 I<amount> defaults to the original amount of the payment if not specified.
6078 I<reason> specifies a reason for the refund.
6080 I<paydate> specifies the expiration date for a credit card overriding the
6081 value from the customer record or the payment record. Specified as yyyy-mm-dd
6083 Implementation note: If I<amount> is unspecified or equal to the amount of the
6084 orignal payment, first an attempt is made to "void" the transaction via
6085 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6086 the normal attempt is made to "refund" ("credit") the transaction via the
6087 gateway is attempted.
6089 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6090 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6091 #if set, will override the value from the customer record.
6093 #If an I<invnum> is specified, this payment (if successful) is applied to the
6094 #specified invoice. If you don't specify an I<invnum> you might want to
6095 #call the B<apply_payments> method.
6099 #some false laziness w/realtime_bop, not enough to make it worth merging
6100 #but some useful small subs should be pulled out
6101 sub _new_realtime_refund_bop {
6105 if (ref($_[0]) ne 'HASH') {
6106 %options = %{$_[0]};
6110 $options{method} = $method;
6114 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6115 warn " $_ => $options{$_}\n" foreach keys %options;
6119 # look up the original payment and optionally a gateway for that payment
6123 my $amount = $options{'amount'};
6125 my( $processor, $login, $password, @bop_options, $namespace ) ;
6126 my( $auth, $order_number ) = ( '', '', '' );
6128 if ( $options{'paynum'} ) {
6130 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6131 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6132 or return "Unknown paynum $options{'paynum'}";
6133 $amount ||= $cust_pay->paid;
6135 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6136 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6137 $cust_pay->paybatch;
6138 my $gatewaynum = '';
6139 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6141 if ( $gatewaynum ) { #gateway for the payment to be refunded
6143 my $payment_gateway =
6144 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6145 die "payment gateway $gatewaynum not found"
6146 unless $payment_gateway;
6148 $processor = $payment_gateway->gateway_module;
6149 $login = $payment_gateway->gateway_username;
6150 $password = $payment_gateway->gateway_password;
6151 $namespace = $payment_gateway->gateway_namespace;
6152 @bop_options = $payment_gateway->options;
6154 } else { #try the default gateway
6157 my $payment_gateway =
6158 $self->agent->payment_gateway('method' => $options{method});
6160 ( $conf_processor, $login, $password, $namespace ) =
6161 map { my $method = "gateway_$_"; $payment_gateway->$method }
6162 qw( module username password namespace );
6164 @bop_options = $payment_gateway->gatewaynum
6165 ? $payment_gateway->options
6166 : @{ $payment_gateway->get('options') };
6168 return "processor of payment $options{'paynum'} $processor does not".
6169 " match default processor $conf_processor"
6170 unless $processor eq $conf_processor;
6175 } else { # didn't specify a paynum, so look for agent gateway overrides
6176 # like a normal transaction
6178 my $payment_gateway =
6179 $self->agent->payment_gateway( 'method' => $options{method},
6180 #'payinfo' => $payinfo,
6182 my( $processor, $login, $password, $namespace ) =
6183 map { my $method = "gateway_$_"; $payment_gateway->$method }
6184 qw( module username password namespace );
6186 my @bop_options = $payment_gateway->gatewaynum
6187 ? $payment_gateway->options
6188 : @{ $payment_gateway->get('options') };
6191 return "neither amount nor paynum specified" unless $amount;
6193 eval "use $namespace";
6197 'type' => $options{method},
6199 'password' => $password,
6200 'order_number' => $order_number,
6201 'amount' => $amount,
6202 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6204 $content{authorization} = $auth
6205 if length($auth); #echeck/ACH transactions have an order # but no auth
6206 #(at least with authorize.net)
6208 my $disable_void_after;
6209 if ($conf->exists('disable_void_after')
6210 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6211 $disable_void_after = $1;
6214 #first try void if applicable
6215 if ( $cust_pay && $cust_pay->paid == $amount
6217 ( not defined($disable_void_after) )
6218 || ( time < ($cust_pay->_date + $disable_void_after ) )
6221 warn " attempting void\n" if $DEBUG > 1;
6222 my $void = new Business::OnlinePayment( $processor, @bop_options );
6223 $content{'card_number'} = $cust_pay->payinfo
6224 if $cust_pay->payby eq 'CARD'
6225 && $void->can('info') && $void->info('CC_void_requires_card');
6226 $void->content( 'action' => 'void', %content );
6228 if ( $void->is_success ) {
6229 my $error = $cust_pay->void($options{'reason'});
6231 # gah, even with transactions.
6232 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6233 "error voiding payment: $error";
6237 warn " void successful\n" if $DEBUG > 1;
6242 warn " void unsuccessful, trying refund\n"
6246 my $address = $self->address1;
6247 $address .= ", ". $self->address2 if $self->address2;
6249 my($payname, $payfirst, $paylast);
6250 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6251 $payname = $self->payname;
6252 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6253 or return "Illegal payname $payname";
6254 ($payfirst, $paylast) = ($1, $2);
6256 $payfirst = $self->getfield('first');
6257 $paylast = $self->getfield('last');
6258 $payname = "$payfirst $paylast";
6261 my @invoicing_list = $self->invoicing_list_emailonly;
6262 if ( $conf->exists('emailinvoiceautoalways')
6263 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6264 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6265 push @invoicing_list, $self->all_emails;
6268 my $email = ($conf->exists('business-onlinepayment-email-override'))
6269 ? $conf->config('business-onlinepayment-email-override')
6270 : $invoicing_list[0];
6272 my $payip = exists($options{'payip'})
6275 $content{customer_ip} = $payip
6279 if ( $options{method} eq 'CC' ) {
6282 $content{card_number} = $payinfo = $cust_pay->payinfo;
6283 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6284 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6285 ($content{expiration} = "$2/$1"); # where available
6287 $content{card_number} = $payinfo = $self->payinfo;
6288 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6289 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6290 $content{expiration} = "$2/$1";
6293 } elsif ( $options{method} eq 'ECHECK' ) {
6296 $payinfo = $cust_pay->payinfo;
6298 $payinfo = $self->payinfo;
6300 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6301 $content{bank_name} = $self->payname;
6302 $content{account_type} = 'CHECKING';
6303 $content{account_name} = $payname;
6304 $content{customer_org} = $self->company ? 'B' : 'I';
6305 $content{customer_ssn} = $self->ss;
6306 } elsif ( $options{method} eq 'LEC' ) {
6307 $content{phone} = $payinfo = $self->payinfo;
6311 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6312 my %sub_content = $refund->content(
6313 'action' => 'credit',
6314 'customer_id' => $self->custnum,
6315 'last_name' => $paylast,
6316 'first_name' => $payfirst,
6318 'address' => $address,
6319 'city' => $self->city,
6320 'state' => $self->state,
6321 'zip' => $self->zip,
6322 'country' => $self->country,
6324 'phone' => $self->daytime || $self->night,
6327 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6331 return "$processor error: ". $refund->error_message
6332 unless $refund->is_success();
6334 my $paybatch = "$processor:". $refund->authorization;
6335 $paybatch .= ':'. $refund->order_number
6336 if $refund->can('order_number') && $refund->order_number;
6338 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6339 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6340 last unless @cust_bill_pay;
6341 my $cust_bill_pay = pop @cust_bill_pay;
6342 my $error = $cust_bill_pay->delete;
6346 my $cust_refund = new FS::cust_refund ( {
6347 'custnum' => $self->custnum,
6348 'paynum' => $options{'paynum'},
6349 'refund' => $amount,
6351 'payby' => $bop_method2payby{$options{method}},
6352 'payinfo' => $payinfo,
6353 'paybatch' => $paybatch,
6354 'reason' => $options{'reason'} || 'card or ACH refund',
6356 my $error = $cust_refund->insert;
6358 $cust_refund->paynum(''); #try again with no specific paynum
6359 my $error2 = $cust_refund->insert;
6361 # gah, even with transactions.
6362 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6363 "error inserting refund ($processor): $error2".
6364 " (previously tried insert with paynum #$options{'paynum'}" .
6375 =item batch_card OPTION => VALUE...
6377 Adds a payment for this invoice to the pending credit card batch (see
6378 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6379 runs the payment using a realtime gateway.
6384 my ($self, %options) = @_;
6387 if (exists($options{amount})) {
6388 $amount = $options{amount};
6390 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6392 return '' unless $amount > 0;
6394 my $invnum = delete $options{invnum};
6395 my $payby = $options{invnum} || $self->payby; #dubious
6397 if ($options{'realtime'}) {
6398 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6404 my $oldAutoCommit = $FS::UID::AutoCommit;
6405 local $FS::UID::AutoCommit = 0;
6408 #this needs to handle mysql as well as Pg, like svc_acct.pm
6409 #(make it into a common function if folks need to do batching with mysql)
6410 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6411 or return "Cannot lock pay_batch: " . $dbh->errstr;
6415 'payby' => FS::payby->payby2payment($payby),
6418 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6420 unless ( $pay_batch ) {
6421 $pay_batch = new FS::pay_batch \%pay_batch;
6422 my $error = $pay_batch->insert;
6424 $dbh->rollback if $oldAutoCommit;
6425 die "error creating new batch: $error\n";
6429 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6430 'batchnum' => $pay_batch->batchnum,
6431 'custnum' => $self->custnum,
6434 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6436 $options{$_} = '' unless exists($options{$_});
6439 my $cust_pay_batch = new FS::cust_pay_batch ( {
6440 'batchnum' => $pay_batch->batchnum,
6441 'invnum' => $invnum || 0, # is there a better value?
6442 # this field should be
6444 # cust_bill_pay_batch now
6445 'custnum' => $self->custnum,
6446 'last' => $self->getfield('last'),
6447 'first' => $self->getfield('first'),
6448 'address1' => $options{address1} || $self->address1,
6449 'address2' => $options{address2} || $self->address2,
6450 'city' => $options{city} || $self->city,
6451 'state' => $options{state} || $self->state,
6452 'zip' => $options{zip} || $self->zip,
6453 'country' => $options{country} || $self->country,
6454 'payby' => $options{payby} || $self->payby,
6455 'payinfo' => $options{payinfo} || $self->payinfo,
6456 'exp' => $options{paydate} || $self->paydate,
6457 'payname' => $options{payname} || $self->payname,
6458 'amount' => $amount, # consolidating
6461 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6462 if $old_cust_pay_batch;
6465 if ($old_cust_pay_batch) {
6466 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6468 $error = $cust_pay_batch->insert;
6472 $dbh->rollback if $oldAutoCommit;
6476 my $unapplied = $self->total_unapplied_credits
6477 + $self->total_unapplied_payments
6478 + $self->in_transit_payments;
6479 foreach my $cust_bill ($self->open_cust_bill) {
6480 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6481 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6482 'invnum' => $cust_bill->invnum,
6483 'paybatchnum' => $cust_pay_batch->paybatchnum,
6484 'amount' => $cust_bill->owed,
6487 if ($unapplied >= $cust_bill_pay_batch->amount){
6488 $unapplied -= $cust_bill_pay_batch->amount;
6491 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6492 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6494 $error = $cust_bill_pay_batch->insert;
6496 $dbh->rollback if $oldAutoCommit;
6501 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6505 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6507 Applies unapplied payments and credits.
6509 In most cases, this new method should be used in place of sequential
6510 apply_payments and apply_credits methods.
6512 A hash of optional arguments may be passed. Currently "manual" is supported.
6513 If true, a payment receipt is sent instead of a statement when
6514 'payment_receipt_email' configuration option is set.
6516 If there is an error, returns the error, otherwise returns false.
6520 sub apply_payments_and_credits {
6521 my( $self, %options ) = @_;
6523 local $SIG{HUP} = 'IGNORE';
6524 local $SIG{INT} = 'IGNORE';
6525 local $SIG{QUIT} = 'IGNORE';
6526 local $SIG{TERM} = 'IGNORE';
6527 local $SIG{TSTP} = 'IGNORE';
6528 local $SIG{PIPE} = 'IGNORE';
6530 my $oldAutoCommit = $FS::UID::AutoCommit;
6531 local $FS::UID::AutoCommit = 0;
6534 $self->select_for_update; #mutex
6536 foreach my $cust_bill ( $self->open_cust_bill ) {
6537 my $error = $cust_bill->apply_payments_and_credits(%options);
6539 $dbh->rollback if $oldAutoCommit;
6540 return "Error applying: $error";
6544 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6549 =item apply_credits OPTION => VALUE ...
6551 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6552 to outstanding invoice balances in chronological order (or reverse
6553 chronological order if the I<order> option is set to B<newest>) and returns the
6554 value of any remaining unapplied credits available for refund (see
6555 L<FS::cust_refund>).
6557 Dies if there is an error.
6565 local $SIG{HUP} = 'IGNORE';
6566 local $SIG{INT} = 'IGNORE';
6567 local $SIG{QUIT} = 'IGNORE';
6568 local $SIG{TERM} = 'IGNORE';
6569 local $SIG{TSTP} = 'IGNORE';
6570 local $SIG{PIPE} = 'IGNORE';
6572 my $oldAutoCommit = $FS::UID::AutoCommit;
6573 local $FS::UID::AutoCommit = 0;
6576 $self->select_for_update; #mutex
6578 unless ( $self->total_unapplied_credits ) {
6579 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6583 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6584 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6586 my @invoices = $self->open_cust_bill;
6587 @invoices = sort { $b->_date <=> $a->_date } @invoices
6588 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6590 if ( $conf->exists('pkg-balances') ) {
6591 # limit @credits to those w/ a pkgnum grepped from $self
6593 foreach my $i (@invoices) {
6594 foreach my $li ( $i->cust_bill_pkg ) {
6595 $pkgnums{$li->pkgnum} = 1;
6598 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6603 foreach my $cust_bill ( @invoices ) {
6605 if ( !defined($credit) || $credit->credited == 0) {
6606 $credit = pop @credits or last;
6610 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6611 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6613 $owed = $cust_bill->owed;
6615 unless ( $owed > 0 ) {
6616 push @credits, $credit;
6620 my $amount = min( $credit->credited, $owed );
6622 my $cust_credit_bill = new FS::cust_credit_bill ( {
6623 'crednum' => $credit->crednum,
6624 'invnum' => $cust_bill->invnum,
6625 'amount' => $amount,
6627 $cust_credit_bill->pkgnum( $credit->pkgnum )
6628 if $conf->exists('pkg-balances') && $credit->pkgnum;
6629 my $error = $cust_credit_bill->insert;
6631 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6635 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6639 my $total_unapplied_credits = $self->total_unapplied_credits;
6641 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6643 return $total_unapplied_credits;
6646 =item apply_payments [ OPTION => VALUE ... ]
6648 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6649 to outstanding invoice balances in chronological order.
6651 #and returns the value of any remaining unapplied payments.
6653 A hash of optional arguments may be passed. Currently "manual" is supported.
6654 If true, a payment receipt is sent instead of a statement when
6655 'payment_receipt_email' configuration option is set.
6657 Dies if there is an error.
6661 sub apply_payments {
6662 my( $self, %options ) = @_;
6664 local $SIG{HUP} = 'IGNORE';
6665 local $SIG{INT} = 'IGNORE';
6666 local $SIG{QUIT} = 'IGNORE';
6667 local $SIG{TERM} = 'IGNORE';
6668 local $SIG{TSTP} = 'IGNORE';
6669 local $SIG{PIPE} = 'IGNORE';
6671 my $oldAutoCommit = $FS::UID::AutoCommit;
6672 local $FS::UID::AutoCommit = 0;
6675 $self->select_for_update; #mutex
6679 my @payments = sort { $b->_date <=> $a->_date }
6680 grep { $_->unapplied > 0 }
6683 my @invoices = sort { $a->_date <=> $b->_date}
6684 grep { $_->owed > 0 }
6687 if ( $conf->exists('pkg-balances') ) {
6688 # limit @payments to those w/ a pkgnum grepped from $self
6690 foreach my $i (@invoices) {
6691 foreach my $li ( $i->cust_bill_pkg ) {
6692 $pkgnums{$li->pkgnum} = 1;
6695 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6700 foreach my $cust_bill ( @invoices ) {
6702 if ( !defined($payment) || $payment->unapplied == 0 ) {
6703 $payment = pop @payments or last;
6707 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6708 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6710 $owed = $cust_bill->owed;
6712 unless ( $owed > 0 ) {
6713 push @payments, $payment;
6717 my $amount = min( $payment->unapplied, $owed );
6719 my $cust_bill_pay = new FS::cust_bill_pay ( {
6720 'paynum' => $payment->paynum,
6721 'invnum' => $cust_bill->invnum,
6722 'amount' => $amount,
6724 $cust_bill_pay->pkgnum( $payment->pkgnum )
6725 if $conf->exists('pkg-balances') && $payment->pkgnum;
6726 my $error = $cust_bill_pay->insert(%options);
6728 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6732 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6736 my $total_unapplied_payments = $self->total_unapplied_payments;
6738 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6740 return $total_unapplied_payments;
6745 Returns the total owed for this customer on all invoices
6746 (see L<FS::cust_bill/owed>).
6752 $self->total_owed_date(2145859200); #12/31/2037
6755 =item total_owed_date TIME
6757 Returns the total owed for this customer on all invoices with date earlier than
6758 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6759 see L<Time::Local> and L<Date::Parse> for conversion functions.
6763 sub total_owed_date {
6767 # my $custnum = $self->custnum;
6769 # my $owed_sql = FS::cust_bill->owed_sql;
6772 # SELECT SUM($owed_sql) FROM cust_bill
6773 # WHERE custnum = $custnum
6774 # AND _date <= $time
6777 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6778 # $sth->execute() or die $sth->errstr;
6780 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6783 foreach my $cust_bill (
6784 grep { $_->_date <= $time }
6785 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6787 $total_bill += $cust_bill->owed;
6789 sprintf( "%.2f", $total_bill );
6793 =item total_owed_pkgnum PKGNUM
6795 Returns the total owed on all invoices for this customer's specific package
6796 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6800 sub total_owed_pkgnum {
6801 my( $self, $pkgnum ) = @_;
6802 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6805 =item total_owed_date_pkgnum TIME PKGNUM
6807 Returns the total owed for this customer's specific package when using
6808 experimental package balances on all invoices with date earlier than
6809 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6810 see L<Time::Local> and L<Date::Parse> for conversion functions.
6814 sub total_owed_date_pkgnum {
6815 my( $self, $time, $pkgnum ) = @_;
6818 foreach my $cust_bill (
6819 grep { $_->_date <= $time }
6820 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6822 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6824 sprintf( "%.2f", $total_bill );
6830 Returns the total amount of all payments.
6837 $total += $_->paid foreach $self->cust_pay;
6838 sprintf( "%.2f", $total );
6841 =item total_unapplied_credits
6843 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6844 customer. See L<FS::cust_credit/credited>.
6846 =item total_credited
6848 Old name for total_unapplied_credits. Don't use.
6852 sub total_credited {
6853 #carp "total_credited deprecated, use total_unapplied_credits";
6854 shift->total_unapplied_credits(@_);
6857 sub total_unapplied_credits {
6859 my $total_credit = 0;
6860 $total_credit += $_->credited foreach $self->cust_credit;
6861 sprintf( "%.2f", $total_credit );
6864 =item total_unapplied_credits_pkgnum PKGNUM
6866 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6867 customer. See L<FS::cust_credit/credited>.
6871 sub total_unapplied_credits_pkgnum {
6872 my( $self, $pkgnum ) = @_;
6873 my $total_credit = 0;
6874 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6875 sprintf( "%.2f", $total_credit );
6879 =item total_unapplied_payments
6881 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6882 See L<FS::cust_pay/unapplied>.
6886 sub total_unapplied_payments {
6888 my $total_unapplied = 0;
6889 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6890 sprintf( "%.2f", $total_unapplied );
6893 =item total_unapplied_payments_pkgnum PKGNUM
6895 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6896 specific package when using experimental package balances. See
6897 L<FS::cust_pay/unapplied>.
6901 sub total_unapplied_payments_pkgnum {
6902 my( $self, $pkgnum ) = @_;
6903 my $total_unapplied = 0;
6904 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6905 sprintf( "%.2f", $total_unapplied );
6909 =item total_unapplied_refunds
6911 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6912 customer. See L<FS::cust_refund/unapplied>.
6916 sub total_unapplied_refunds {
6918 my $total_unapplied = 0;
6919 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6920 sprintf( "%.2f", $total_unapplied );
6925 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6926 total_unapplied_credits minus total_unapplied_payments).
6934 + $self->total_unapplied_refunds
6935 - $self->total_unapplied_credits
6936 - $self->total_unapplied_payments
6940 =item balance_date TIME
6942 Returns the balance for this customer, only considering invoices with date
6943 earlier than TIME (total_owed_date minus total_credited minus
6944 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6945 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6954 $self->total_owed_date($time)
6955 + $self->total_unapplied_refunds
6956 - $self->total_unapplied_credits
6957 - $self->total_unapplied_payments
6961 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6963 Returns the balance for this customer, only considering invoices with date
6964 earlier than START_TIME, and optionally not later than END_TIME
6965 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6967 Times are specified as SQL fragments or numeric
6968 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6969 L<Date::Parse> for conversion functions. The empty string can be passed
6970 to disable that time constraint completely.
6972 Available options are:
6976 =item unapplied_date
6978 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)
6984 sub balance_date_range {
6986 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6987 ') FROM cust_main WHERE custnum='. $self->custnum;
6988 sprintf( "%.2f", $self->scalar_sql($sql) );
6991 =item balance_pkgnum PKGNUM
6993 Returns the balance for this customer's specific package when using
6994 experimental package balances (total_owed plus total_unrefunded, minus
6995 total_unapplied_credits minus total_unapplied_payments)
6999 sub balance_pkgnum {
7000 my( $self, $pkgnum ) = @_;
7003 $self->total_owed_pkgnum($pkgnum)
7004 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
7005 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
7006 - $self->total_unapplied_credits_pkgnum($pkgnum)
7007 - $self->total_unapplied_payments_pkgnum($pkgnum)
7011 =item in_transit_payments
7013 Returns the total of requests for payments for this customer pending in
7014 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
7018 sub in_transit_payments {
7020 my $in_transit_payments = 0;
7021 foreach my $pay_batch ( qsearch('pay_batch', {
7024 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
7025 'batchnum' => $pay_batch->batchnum,
7026 'custnum' => $self->custnum,
7028 $in_transit_payments += $cust_pay_batch->amount;
7031 sprintf( "%.2f", $in_transit_payments );
7036 Returns a hash of useful information for making a payment.
7046 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
7047 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
7048 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
7052 For credit card transactions:
7064 For electronic check transactions:
7079 $return{balance} = $self->balance;
7081 $return{payname} = $self->payname
7082 || ( $self->first. ' '. $self->get('last') );
7084 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7086 $return{payby} = $self->payby;
7087 $return{stateid_state} = $self->stateid_state;
7089 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7090 $return{card_type} = cardtype($self->payinfo);
7091 $return{payinfo} = $self->paymask;
7093 @return{'month', 'year'} = $self->paydate_monthyear;
7097 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7098 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7099 $return{payinfo1} = $payinfo1;
7100 $return{payinfo2} = $payinfo2;
7101 $return{paytype} = $self->paytype;
7102 $return{paystate} = $self->paystate;
7106 #doubleclick protection
7108 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7114 =item paydate_monthyear
7116 Returns a two-element list consisting of the month and year of this customer's
7117 paydate (credit card expiration date for CARD customers)
7121 sub paydate_monthyear {
7123 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7125 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7132 =item tax_exemption TAXNAME
7137 my( $self, $taxname ) = @_;
7139 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7140 'taxname' => $taxname,
7145 =item cust_main_exemption
7149 sub cust_main_exemption {
7151 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7154 =item invoicing_list [ ARRAYREF ]
7156 If an arguement is given, sets these email addresses as invoice recipients
7157 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7158 (except as warnings), so use check_invoicing_list first.
7160 Returns a list of email addresses (with svcnum entries expanded).
7162 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7163 check it without disturbing anything by passing nothing.
7165 This interface may change in the future.
7169 sub invoicing_list {
7170 my( $self, $arrayref ) = @_;
7173 my @cust_main_invoice;
7174 if ( $self->custnum ) {
7175 @cust_main_invoice =
7176 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7178 @cust_main_invoice = ();
7180 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7181 #warn $cust_main_invoice->destnum;
7182 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7183 #warn $cust_main_invoice->destnum;
7184 my $error = $cust_main_invoice->delete;
7185 warn $error if $error;
7188 if ( $self->custnum ) {
7189 @cust_main_invoice =
7190 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7192 @cust_main_invoice = ();
7194 my %seen = map { $_->address => 1 } @cust_main_invoice;
7195 foreach my $address ( @{$arrayref} ) {
7196 next if exists $seen{$address} && $seen{$address};
7197 $seen{$address} = 1;
7198 my $cust_main_invoice = new FS::cust_main_invoice ( {
7199 'custnum' => $self->custnum,
7202 my $error = $cust_main_invoice->insert;
7203 warn $error if $error;
7207 if ( $self->custnum ) {
7209 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7216 =item check_invoicing_list ARRAYREF
7218 Checks these arguements as valid input for the invoicing_list method. If there
7219 is an error, returns the error, otherwise returns false.
7223 sub check_invoicing_list {
7224 my( $self, $arrayref ) = @_;
7226 foreach my $address ( @$arrayref ) {
7228 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7229 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7232 my $cust_main_invoice = new FS::cust_main_invoice ( {
7233 'custnum' => $self->custnum,
7236 my $error = $self->custnum
7237 ? $cust_main_invoice->check
7238 : $cust_main_invoice->checkdest
7240 return $error if $error;
7244 return "Email address required"
7245 if $conf->exists('cust_main-require_invoicing_list_email')
7246 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7251 =item set_default_invoicing_list
7253 Sets the invoicing list to all accounts associated with this customer,
7254 overwriting any previous invoicing list.
7258 sub set_default_invoicing_list {
7260 $self->invoicing_list($self->all_emails);
7265 Returns the email addresses of all accounts provisioned for this customer.
7272 foreach my $cust_pkg ( $self->all_pkgs ) {
7273 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7275 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7276 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7278 $list{$_}=1 foreach map { $_->email } @svc_acct;
7283 =item invoicing_list_addpost
7285 Adds postal invoicing to this customer. If this customer is already configured
7286 to receive postal invoices, does nothing.
7290 sub invoicing_list_addpost {
7292 return if grep { $_ eq 'POST' } $self->invoicing_list;
7293 my @invoicing_list = $self->invoicing_list;
7294 push @invoicing_list, 'POST';
7295 $self->invoicing_list(\@invoicing_list);
7298 =item invoicing_list_emailonly
7300 Returns the list of email invoice recipients (invoicing_list without non-email
7301 destinations such as POST and FAX).
7305 sub invoicing_list_emailonly {
7307 warn "$me invoicing_list_emailonly called"
7309 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7312 =item invoicing_list_emailonly_scalar
7314 Returns the list of email invoice recipients (invoicing_list without non-email
7315 destinations such as POST and FAX) as a comma-separated scalar.
7319 sub invoicing_list_emailonly_scalar {
7321 warn "$me invoicing_list_emailonly_scalar called"
7323 join(', ', $self->invoicing_list_emailonly);
7326 =item referral_custnum_cust_main
7328 Returns the customer who referred this customer (or the empty string, if
7329 this customer was not referred).
7331 Note the difference with referral_cust_main method: This method,
7332 referral_custnum_cust_main returns the single customer (if any) who referred
7333 this customer, while referral_cust_main returns an array of customers referred
7338 sub referral_custnum_cust_main {
7340 return '' unless $self->referral_custnum;
7341 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7344 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7346 Returns an array of customers referred by this customer (referral_custnum set
7347 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7348 customers referred by customers referred by this customer and so on, inclusive.
7349 The default behavior is DEPTH 1 (no recursion).
7351 Note the difference with referral_custnum_cust_main method: This method,
7352 referral_cust_main, returns an array of customers referred BY this customer,
7353 while referral_custnum_cust_main returns the single customer (if any) who
7354 referred this customer.
7358 sub referral_cust_main {
7360 my $depth = @_ ? shift : 1;
7361 my $exclude = @_ ? shift : {};
7364 map { $exclude->{$_->custnum}++; $_; }
7365 grep { ! $exclude->{ $_->custnum } }
7366 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7370 map { $_->referral_cust_main($depth-1, $exclude) }
7377 =item referral_cust_main_ncancelled
7379 Same as referral_cust_main, except only returns customers with uncancelled
7384 sub referral_cust_main_ncancelled {
7386 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7389 =item referral_cust_pkg [ DEPTH ]
7391 Like referral_cust_main, except returns a flat list of all unsuspended (and
7392 uncancelled) packages for each customer. The number of items in this list may
7393 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7397 sub referral_cust_pkg {
7399 my $depth = @_ ? shift : 1;
7401 map { $_->unsuspended_pkgs }
7402 grep { $_->unsuspended_pkgs }
7403 $self->referral_cust_main($depth);
7406 =item referring_cust_main
7408 Returns the single cust_main record for the customer who referred this customer
7409 (referral_custnum), or false.
7413 sub referring_cust_main {
7415 return '' unless $self->referral_custnum;
7416 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7419 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7421 Applies a credit to this customer. If there is an error, returns the error,
7422 otherwise returns false.
7424 REASON can be a text string, an FS::reason object, or a scalar reference to
7425 a reasonnum. If a text string, it will be automatically inserted as a new
7426 reason, and a 'reason_type' option must be passed to indicate the
7427 FS::reason_type for the new reason.
7429 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7431 Any other options are passed to FS::cust_credit::insert.
7436 my( $self, $amount, $reason, %options ) = @_;
7438 my $cust_credit = new FS::cust_credit {
7439 'custnum' => $self->custnum,
7440 'amount' => $amount,
7443 if ( ref($reason) ) {
7445 if ( ref($reason) eq 'SCALAR' ) {
7446 $cust_credit->reasonnum( $$reason );
7448 $cust_credit->reasonnum( $reason->reasonnum );
7452 $cust_credit->set('reason', $reason)
7455 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7456 if exists($options{'addlinfo'});
7458 $cust_credit->insert(%options);
7462 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7464 Creates a one-time charge for this customer. If there is an error, returns
7465 the error, otherwise returns false.
7467 New-style, with a hashref of options:
7469 my $error = $cust_main->charge(
7473 'start_date' => str2time('7/4/2009'),
7474 'pkg' => 'Description',
7475 'comment' => 'Comment',
7476 'additional' => [], #extra invoice detail
7477 'classnum' => 1, #pkg_class
7479 'setuptax' => '', # or 'Y' for tax exempt
7482 'taxclass' => 'Tax class',
7485 'taxproduct' => 2, #part_pkg_taxproduct
7486 'override' => {}, #XXX describe
7488 #will be filled in with the new object
7489 'cust_pkg_ref' => \$cust_pkg,
7491 #generate an invoice immediately
7493 'invoice_terms' => '', #with these terms
7499 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7505 my ( $amount, $quantity, $start_date, $classnum );
7506 my ( $pkg, $comment, $additional );
7507 my ( $setuptax, $taxclass ); #internal taxes
7508 my ( $taxproduct, $override ); #vendor (CCH) taxes
7509 my $cust_pkg_ref = '';
7510 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7511 if ( ref( $_[0] ) ) {
7512 $amount = $_[0]->{amount};
7513 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7514 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7515 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7516 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7517 : '$'. sprintf("%.2f",$amount);
7518 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7519 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7520 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7521 $additional = $_[0]->{additional} || [];
7522 $taxproduct = $_[0]->{taxproductnum};
7523 $override = { '' => $_[0]->{tax_override} };
7524 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7525 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7526 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7531 $pkg = @_ ? shift : 'One-time charge';
7532 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7534 $taxclass = @_ ? shift : '';
7538 local $SIG{HUP} = 'IGNORE';
7539 local $SIG{INT} = 'IGNORE';
7540 local $SIG{QUIT} = 'IGNORE';
7541 local $SIG{TERM} = 'IGNORE';
7542 local $SIG{TSTP} = 'IGNORE';
7543 local $SIG{PIPE} = 'IGNORE';
7545 my $oldAutoCommit = $FS::UID::AutoCommit;
7546 local $FS::UID::AutoCommit = 0;
7549 my $part_pkg = new FS::part_pkg ( {
7551 'comment' => $comment,
7555 'classnum' => ( $classnum ? $classnum : '' ),
7556 'setuptax' => $setuptax,
7557 'taxclass' => $taxclass,
7558 'taxproductnum' => $taxproduct,
7561 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7562 ( 0 .. @$additional - 1 )
7564 'additional_count' => scalar(@$additional),
7565 'setup_fee' => $amount,
7568 my $error = $part_pkg->insert( options => \%options,
7569 tax_overrides => $override,
7572 $dbh->rollback if $oldAutoCommit;
7576 my $pkgpart = $part_pkg->pkgpart;
7577 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7578 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7579 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7580 $error = $type_pkgs->insert;
7582 $dbh->rollback if $oldAutoCommit;
7587 my $cust_pkg = new FS::cust_pkg ( {
7588 'custnum' => $self->custnum,
7589 'pkgpart' => $pkgpart,
7590 'quantity' => $quantity,
7591 'start_date' => $start_date,
7594 $error = $cust_pkg->insert;
7596 $dbh->rollback if $oldAutoCommit;
7598 } elsif ( $cust_pkg_ref ) {
7599 ${$cust_pkg_ref} = $cust_pkg;
7603 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7604 'pkg_list' => [ $cust_pkg ],
7607 $dbh->rollback if $oldAutoCommit;
7612 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7617 #=item charge_postal_fee
7619 #Applies a one time charge this customer. If there is an error,
7620 #returns the error, returns the cust_pkg charge object or false
7621 #if there was no charge.
7625 # This should be a customer event. For that to work requires that bill
7626 # also be a customer event.
7628 sub charge_postal_fee {
7631 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7632 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7634 my $cust_pkg = new FS::cust_pkg ( {
7635 'custnum' => $self->custnum,
7636 'pkgpart' => $pkgpart,
7640 my $error = $cust_pkg->insert;
7641 $error ? $error : $cust_pkg;
7646 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7652 map { $_ } #return $self->num_cust_bill unless wantarray;
7653 sort { $a->_date <=> $b->_date }
7654 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7657 =item open_cust_bill
7659 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7664 sub open_cust_bill {
7668 'table' => 'cust_bill',
7669 'hashref' => { 'custnum' => $self->custnum, },
7670 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7671 'order_by' => 'ORDER BY _date ASC',
7676 =item cust_statements
7678 Returns all the statements (see L<FS::cust_statement>) for this customer.
7682 sub cust_statement {
7684 map { $_ } #return $self->num_cust_statement unless wantarray;
7685 sort { $a->_date <=> $b->_date }
7686 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7691 Returns all the credits (see L<FS::cust_credit>) for this customer.
7697 map { $_ } #return $self->num_cust_credit unless wantarray;
7698 sort { $a->_date <=> $b->_date }
7699 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7702 =item cust_credit_pkgnum
7704 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7705 package when using experimental package balances.
7709 sub cust_credit_pkgnum {
7710 my( $self, $pkgnum ) = @_;
7711 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7712 sort { $a->_date <=> $b->_date }
7713 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7714 'pkgnum' => $pkgnum,
7721 Returns all the payments (see L<FS::cust_pay>) for this customer.
7727 return $self->num_cust_pay unless wantarray;
7728 sort { $a->_date <=> $b->_date }
7729 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7734 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7735 called automatically when the cust_pay method is used in a scalar context.
7741 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7742 my $sth = dbh->prepare($sql) or die dbh->errstr;
7743 $sth->execute($self->custnum) or die $sth->errstr;
7744 $sth->fetchrow_arrayref->[0];
7747 =item cust_pay_pkgnum
7749 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7750 package when using experimental package balances.
7754 sub cust_pay_pkgnum {
7755 my( $self, $pkgnum ) = @_;
7756 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7757 sort { $a->_date <=> $b->_date }
7758 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7759 'pkgnum' => $pkgnum,
7766 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7772 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7773 sort { $a->_date <=> $b->_date }
7774 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7777 =item cust_pay_batch
7779 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7783 sub cust_pay_batch {
7785 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7786 sort { $a->paybatchnum <=> $b->paybatchnum }
7787 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7790 =item cust_pay_pending
7792 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7793 (without status "done").
7797 sub cust_pay_pending {
7799 return $self->num_cust_pay_pending unless wantarray;
7800 sort { $a->_date <=> $b->_date }
7801 qsearch( 'cust_pay_pending', {
7802 'custnum' => $self->custnum,
7803 'status' => { op=>'!=', value=>'done' },
7808 =item num_cust_pay_pending
7810 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7811 customer (without status "done"). Also called automatically when the
7812 cust_pay_pending method is used in a scalar context.
7816 sub num_cust_pay_pending {
7818 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7819 " WHERE custnum = ? AND status != 'done' ";
7820 my $sth = dbh->prepare($sql) or die dbh->errstr;
7821 $sth->execute($self->custnum) or die $sth->errstr;
7822 $sth->fetchrow_arrayref->[0];
7827 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7833 map { $_ } #return $self->num_cust_refund unless wantarray;
7834 sort { $a->_date <=> $b->_date }
7835 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7838 =item display_custnum
7840 Returns the displayed customer number for this customer: agent_custid if
7841 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7845 sub display_custnum {
7847 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7848 return $self->agent_custid;
7850 return $self->custnum;
7856 Returns a name string for this customer, either "Company (Last, First)" or
7863 my $name = $self->contact;
7864 $name = $self->company. " ($name)" if $self->company;
7870 Returns a name string for this (service/shipping) contact, either
7871 "Company (Last, First)" or "Last, First".
7877 if ( $self->get('ship_last') ) {
7878 my $name = $self->ship_contact;
7879 $name = $self->ship_company. " ($name)" if $self->ship_company;
7888 Returns a name string for this customer, either "Company" or "First Last".
7894 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7897 =item ship_name_short
7899 Returns a name string for this (service/shipping) contact, either "Company"
7904 sub ship_name_short {
7906 if ( $self->get('ship_last') ) {
7907 $self->ship_company !~ /^\s*$/
7908 ? $self->ship_company
7909 : $self->ship_contact_firstlast;
7911 $self->name_company_or_firstlast;
7917 Returns this customer's full (billing) contact name only, "Last, First"
7923 $self->get('last'). ', '. $self->first;
7928 Returns this customer's full (shipping) contact name only, "Last, First"
7934 $self->get('ship_last')
7935 ? $self->get('ship_last'). ', '. $self->ship_first
7939 =item contact_firstlast
7941 Returns this customers full (billing) contact name only, "First Last".
7945 sub contact_firstlast {
7947 $self->first. ' '. $self->get('last');
7950 =item ship_contact_firstlast
7952 Returns this customer's full (shipping) contact name only, "First Last".
7956 sub ship_contact_firstlast {
7958 $self->get('ship_last')
7959 ? $self->first. ' '. $self->get('ship_last')
7960 : $self->contact_firstlast;
7965 Returns this customer's full country name
7971 code2country($self->country);
7974 =item geocode DATA_VENDOR
7976 Returns a value for the customer location as encoded by DATA_VENDOR.
7977 Currently this only makes sense for "CCH" as DATA_VENDOR.
7982 my ($self, $data_vendor) = (shift, shift); #always cch for now
7984 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7985 return $geocode if $geocode;
7987 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7991 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7992 if $self->country eq 'US';
7996 #CCH specific location stuff
7997 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7999 my @cust_tax_location =
8001 'table' => 'cust_tax_location',
8002 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
8003 'extra_sql' => $extra_sql,
8004 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
8007 $geocode = $cust_tax_location[0]->geocode
8008 if scalar(@cust_tax_location);
8017 Returns a status string for this customer, currently:
8021 =item prospect - No packages have ever been ordered
8023 =item active - One or more recurring packages is active
8025 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
8027 =item suspended - All non-cancelled recurring packages are suspended
8029 =item cancelled - All recurring packages are cancelled
8035 sub status { shift->cust_status(@_); }
8039 for my $status (qw( prospect active inactive suspended cancelled )) {
8040 my $method = $status.'_sql';
8041 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
8042 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
8043 $sth->execute( ($self->custnum) x $numnum )
8044 or die "Error executing 'SELECT $sql': ". $sth->errstr;
8045 return $status if $sth->fetchrow_arrayref->[0];
8049 =item ucfirst_cust_status
8051 =item ucfirst_status
8053 Returns the status with the first character capitalized.
8057 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
8059 sub ucfirst_cust_status {
8061 ucfirst($self->cust_status);
8066 Returns a hex triplet color string for this customer's status.
8070 use vars qw(%statuscolor);
8071 tie %statuscolor, 'Tie::IxHash',
8072 'prospect' => '7e0079', #'000000', #black? naw, purple
8073 'active' => '00CC00', #green
8074 'inactive' => '0000CC', #blue
8075 'suspended' => 'FF9900', #yellow
8076 'cancelled' => 'FF0000', #red
8079 sub statuscolor { shift->cust_statuscolor(@_); }
8081 sub cust_statuscolor {
8083 $statuscolor{$self->cust_status};
8088 Returns an array of hashes representing the customer's RT tickets.
8095 my $num = $conf->config('cust_main-max_tickets') || 10;
8098 if ( $conf->config('ticket_system') ) {
8099 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8101 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8105 foreach my $priority (
8106 $conf->config('ticket_system-custom_priority_field-values'), ''
8108 last if scalar(@tickets) >= $num;
8110 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8111 $num - scalar(@tickets),
8121 # Return services representing svc_accts in customer support packages
8122 sub support_services {
8124 my %packages = map { $_ => 1 } $conf->config('support_packages');
8126 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8127 grep { $_->part_svc->svcdb eq 'svc_acct' }
8128 map { $_->cust_svc }
8129 grep { exists $packages{ $_->pkgpart } }
8130 $self->ncancelled_pkgs;
8134 # Return a list of latitude/longitude for one of the services (if any)
8135 sub service_coordinates {
8139 grep { $_->latitude && $_->longitude }
8141 map { $_->cust_svc }
8142 $self->ncancelled_pkgs;
8144 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8149 =head1 CLASS METHODS
8155 Class method that returns the list of possible status strings for customers
8156 (see L<the status method|/status>). For example:
8158 @statuses = FS::cust_main->statuses();
8163 #my $self = shift; #could be class...
8169 Returns an SQL expression identifying prospective cust_main records (customers
8170 with no packages ever ordered)
8174 use vars qw($select_count_pkgs);
8175 $select_count_pkgs =
8176 "SELECT COUNT(*) FROM cust_pkg
8177 WHERE cust_pkg.custnum = cust_main.custnum";
8179 sub select_count_pkgs_sql {
8183 sub prospect_sql { "
8184 0 = ( $select_count_pkgs )
8189 Returns an SQL expression identifying active cust_main records (customers with
8190 active recurring packages).
8195 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8201 Returns an SQL expression identifying inactive cust_main records (customers with
8202 no active recurring packages, but otherwise unsuspended/uncancelled).
8206 sub inactive_sql { "
8207 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8209 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8215 Returns an SQL expression identifying suspended cust_main records.
8220 sub suspended_sql { susp_sql(@_); }
8222 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8224 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8230 Returns an SQL expression identifying cancelled cust_main records.
8234 sub cancelled_sql { cancel_sql(@_); }
8237 my $recurring_sql = FS::cust_pkg->recurring_sql;
8238 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8241 0 < ( $select_count_pkgs )
8242 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8243 AND 0 = ( $select_count_pkgs AND $recurring_sql
8244 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8246 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8252 =item uncancelled_sql
8254 Returns an SQL expression identifying un-cancelled cust_main records.
8258 sub uncancelled_sql { uncancel_sql(@_); }
8259 sub uncancel_sql { "
8260 ( 0 < ( $select_count_pkgs
8261 AND ( cust_pkg.cancel IS NULL
8262 OR cust_pkg.cancel = 0
8265 OR 0 = ( $select_count_pkgs )
8271 Returns an SQL fragment to retreive the balance.
8276 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8277 WHERE cust_bill.custnum = cust_main.custnum )
8278 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8279 WHERE cust_pay.custnum = cust_main.custnum )
8280 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8281 WHERE cust_credit.custnum = cust_main.custnum )
8282 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8283 WHERE cust_refund.custnum = cust_main.custnum )
8286 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8288 Returns an SQL fragment to retreive the balance for this customer, only
8289 considering invoices with date earlier than START_TIME, and optionally not
8290 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8291 total_unapplied_payments).
8293 Times are specified as SQL fragments or numeric
8294 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8295 L<Date::Parse> for conversion functions. The empty string can be passed
8296 to disable that time constraint completely.
8298 Available options are:
8302 =item unapplied_date
8304 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)
8309 set to true to remove all customer comparison clauses, for totals
8314 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8319 JOIN clause (typically used with the total option)
8325 sub balance_date_sql {
8326 my( $class, $start, $end, %opt ) = @_;
8328 my $owed = FS::cust_bill->owed_sql;
8329 my $unapp_refund = FS::cust_refund->unapplied_sql;
8330 my $unapp_credit = FS::cust_credit->unapplied_sql;
8331 my $unapp_pay = FS::cust_pay->unapplied_sql;
8333 my $j = $opt{'join'} || '';
8335 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8336 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8337 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8338 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8340 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8341 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8342 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8343 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8348 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8350 Returns an SQL fragment to retreive the total unapplied payments for this
8351 customer, only considering invoices with date earlier than START_TIME, and
8352 optionally not later than END_TIME.
8354 Times are specified as SQL fragments or numeric
8355 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8356 L<Date::Parse> for conversion functions. The empty string can be passed
8357 to disable that time constraint completely.
8359 Available options are:
8363 sub unapplied_payments_date_sql {
8364 my( $class, $start, $end, ) = @_;
8366 my $unapp_pay = FS::cust_pay->unapplied_sql;
8368 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8369 'unapplied_date'=>1 );
8371 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8374 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8376 Helper method for balance_date_sql; name (and usage) subject to change
8377 (suggestions welcome).
8379 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8380 cust_refund, cust_credit or cust_pay).
8382 If TABLE is "cust_bill" or the unapplied_date option is true, only
8383 considers records with date earlier than START_TIME, and optionally not
8384 later than END_TIME .
8388 sub _money_table_where {
8389 my( $class, $table, $start, $end, %opt ) = @_;
8392 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8393 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8394 push @where, "$table._date <= $start" if defined($start) && length($start);
8395 push @where, "$table._date > $end" if defined($end) && length($end);
8397 push @where, @{$opt{'where'}} if $opt{'where'};
8398 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8404 =item search HASHREF
8408 Returns a qsearch hash expression to search for parameters specified in
8409 HASHREF. Valid parameters are
8417 =item cancelled_pkgs
8423 listref of start date, end date
8433 =item current_balance
8435 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8439 =item flattened_pkgs
8448 my ($class, $params) = @_;
8459 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8461 "cust_main.agentnum = $1";
8468 #prospect active inactive suspended cancelled
8469 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8470 my $method = $params->{'status'}. '_sql';
8471 #push @where, $class->$method();
8472 push @where, FS::cust_main->$method();
8476 # parse cancelled package checkbox
8481 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8482 unless $params->{'cancelled_pkgs'};
8485 # parse without census tract checkbox
8488 push @where, "(censustract = '' or censustract is null)"
8489 if $params->{'no_censustract'};
8495 foreach my $field (qw( signupdate )) {
8497 next unless exists($params->{$field});
8499 my($beginning, $ending) = @{$params->{$field}};
8502 "cust_main.$field IS NOT NULL",
8503 "cust_main.$field >= $beginning",
8504 "cust_main.$field <= $ending";
8506 $orderby ||= "ORDER BY cust_main.$field";
8514 if ( $params->{'classnum'} ) {
8516 my @classnum = ref( $params->{'classnum'} )
8517 ? @{ $params->{'classnum'} }
8518 : ( $params->{'classnum'} );
8520 @classnum = grep /^(\d*)$/, @classnum;
8523 push @where, '( '. join(' OR ', map {
8524 $_ ? "cust_main.classnum = $_"
8525 : "cust_main.classnum IS NULL"
8538 if ( $params->{'payby'} ) {
8540 my @payby = ref( $params->{'payby'} )
8541 ? @{ $params->{'payby'} }
8542 : ( $params->{'payby'} );
8544 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8546 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8552 # paydate_year / paydate_month
8555 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8557 $params->{'paydate_month'} =~ /^(\d\d?)$/
8558 or die "paydate_year without paydate_month?";
8562 'paydate IS NOT NULL',
8564 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8572 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8574 if ( $1 eq 'NULL' ) {
8576 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8579 "cust_main.invoice_terms IS NOT NULL",
8580 "cust_main.invoice_terms = '$1'";
8588 if ( $params->{'current_balance'} ) {
8590 #my $balance_sql = $class->balance_sql();
8591 my $balance_sql = FS::cust_main->balance_sql();
8593 my @current_balance =
8594 ref( $params->{'current_balance'} )
8595 ? @{ $params->{'current_balance'} }
8596 : ( $params->{'current_balance'} );
8598 push @where, map { s/current_balance/$balance_sql/; $_ }
8607 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8609 "cust_main.custbatch = '$1'";
8613 # setup queries, subs, etc. for the search
8616 $orderby ||= 'ORDER BY custnum';
8618 # here is the agent virtualization
8619 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8621 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8623 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8625 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8627 my $select = join(', ',
8628 'cust_main.custnum',
8629 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8632 my(@extra_headers) = ();
8633 my(@extra_fields) = ();
8635 if ($params->{'flattened_pkgs'}) {
8637 if ($dbh->{Driver}->{Name} eq 'Pg') {
8639 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8641 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8642 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8643 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8645 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8646 "omitting packing information from report.";
8649 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";
8651 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8652 $sth->execute() or die $sth->errstr;
8653 my $headerrow = $sth->fetchrow_arrayref;
8654 my $headercount = $headerrow ? $headerrow->[0] : 0;
8655 while($headercount) {
8656 unshift @extra_headers, "Package ". $headercount;
8657 unshift @extra_fields, eval q!sub {my $c = shift;
8658 my @a = split '\|', $c->magic;
8659 my $p = $a[!.--$headercount. q!];
8667 'table' => 'cust_main',
8668 'select' => $select,
8670 'extra_sql' => $extra_sql,
8671 'order_by' => $orderby,
8672 'count_query' => $count_query,
8673 'extra_headers' => \@extra_headers,
8674 'extra_fields' => \@extra_fields,
8679 =item email_search_result HASHREF
8683 Emails a notice to the specified customers.
8685 Valid parameters are those of the L<search> method, plus the following:
8707 Optional job queue job for status updates.
8711 Returns an error message, or false for success.
8713 If an error occurs during any email, stops the enture send and returns that
8714 error. Presumably if you're getting SMTP errors aborting is better than
8715 retrying everything.
8719 sub email_search_result {
8720 my($class, $params) = @_;
8722 my $from = delete $params->{from};
8723 my $subject = delete $params->{subject};
8724 my $html_body = delete $params->{html_body};
8725 my $text_body = delete $params->{text_body};
8727 my $job = delete $params->{'job'};
8729 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8730 unless ref($params->{'payby'});
8732 my $sql_query = $class->search($params);
8734 my $count_query = delete($sql_query->{'count_query'});
8735 my $count_sth = dbh->prepare($count_query)
8736 or die "Error preparing $count_query: ". dbh->errstr;
8738 or die "Error executing $count_query: ". $count_sth->errstr;
8739 my $count_arrayref = $count_sth->fetchrow_arrayref;
8740 my $num_cust = $count_arrayref->[0];
8742 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8743 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8746 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8748 #eventually order+limit magic to reduce memory use?
8749 foreach my $cust_main ( qsearch($sql_query) ) {
8751 my $to = $cust_main->invoicing_list_emailonly_scalar;
8754 my $error = send_email(
8758 'subject' => $subject,
8759 'html_body' => $html_body,
8760 'text_body' => $text_body,
8763 return $error if $error;
8765 if ( $job ) { #progressbar foo
8767 if ( time - $min_sec > $last ) {
8768 my $error = $job->update_statustext(
8769 int( 100 * $num / $num_cust )
8771 die $error if $error;
8781 use Storable qw(thaw);
8784 sub process_email_search_result {
8786 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8788 my $param = thaw(decode_base64(shift));
8789 warn Dumper($param) if $DEBUG;
8791 $param->{'job'} = $job;
8793 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8794 unless ref($param->{'payby'});
8796 my $error = FS::cust_main->email_search_result( $param );
8797 die $error if $error;
8801 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8803 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8804 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8805 specified (the appropriate ship_ field is also searched).
8807 Additional options are the same as FS::Record::qsearch
8812 my( $self, $fuzzy, $hash, @opt) = @_;
8817 check_and_rebuild_fuzzyfiles();
8818 foreach my $field ( keys %$fuzzy ) {
8820 my $all = $self->all_X($field);
8821 next unless scalar(@$all);
8824 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8827 foreach ( keys %match ) {
8828 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8829 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8832 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8835 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8837 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8845 Returns a masked version of the named field
8850 my ($self,$field) = @_;
8854 'x'x(length($self->getfield($field))-4).
8855 substr($self->getfield($field), (length($self->getfield($field))-4));
8865 =item smart_search OPTION => VALUE ...
8867 Accepts the following options: I<search>, the string to search for. The string
8868 will be searched for as a customer number, phone number, name or company name,
8869 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8870 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8871 skip fuzzy matching when an exact match is found.
8873 Any additional options are treated as an additional qualifier on the search
8876 Returns a (possibly empty) array of FS::cust_main objects.
8883 #here is the agent virtualization
8884 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8888 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8889 my $search = delete $options{'search'};
8890 ( my $alphanum_search = $search ) =~ s/\W//g;
8892 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8894 #false laziness w/Record::ut_phone
8895 my $phonen = "$1-$2-$3";
8896 $phonen .= " x$4" if $4;
8898 push @cust_main, qsearch( {
8899 'table' => 'cust_main',
8900 'hashref' => { %options },
8901 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8903 join(' OR ', map "$_ = '$phonen'",
8904 qw( daytime night fax
8905 ship_daytime ship_night ship_fax )
8908 " AND $agentnums_sql", #agent virtualization
8911 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8912 #try looking for matches with extensions unless one was specified
8914 push @cust_main, qsearch( {
8915 'table' => 'cust_main',
8916 'hashref' => { %options },
8917 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8919 join(' OR ', map "$_ LIKE '$phonen\%'",
8921 ship_daytime ship_night )
8924 " AND $agentnums_sql", #agent virtualization
8929 # custnum search (also try agent_custid), with some tweaking options if your
8930 # legacy cust "numbers" have letters
8933 if ( $search =~ /^\s*(\d+)\s*$/
8934 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8935 && $search =~ /^\s*(\w\w?\d+)\s*$/
8937 || ( $conf->exists('address1-search' )
8938 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8945 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8946 push @cust_main, qsearch( {
8947 'table' => 'cust_main',
8948 'hashref' => { 'custnum' => $num, %options },
8949 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8953 push @cust_main, qsearch( {
8954 'table' => 'cust_main',
8955 'hashref' => { 'agent_custid' => $num, %options },
8956 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8959 if ( $conf->exists('address1-search') ) {
8960 my $len = length($num);
8962 foreach my $prefix ( '', 'ship_' ) {
8963 push @cust_main, qsearch( {
8964 'table' => 'cust_main',
8965 'hashref' => { %options, },
8967 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8968 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8969 " AND $agentnums_sql",
8974 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8976 my($company, $last, $first) = ( $1, $2, $3 );
8978 # "Company (Last, First)"
8979 #this is probably something a browser remembered,
8980 #so just do an exact search (but case-insensitive, so USPS standardization
8981 #doesn't throw a wrench in the works)
8983 foreach my $prefix ( '', 'ship_' ) {
8984 push @cust_main, qsearch( {
8985 'table' => 'cust_main',
8986 'hashref' => { %options },
8988 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8990 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8991 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8992 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8998 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8999 # try (ship_){last,company}
9003 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
9004 # # full strings the browser remembers won't work
9005 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
9007 use Lingua::EN::NameParse;
9008 my $NameParse = new Lingua::EN::NameParse(
9010 allow_reversed => 1,
9013 my($last, $first) = ( '', '' );
9014 #maybe disable this too and just rely on NameParse?
9015 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
9017 ($last, $first) = ( $1, $2 );
9019 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
9020 } elsif ( ! $NameParse->parse($value) ) {
9022 my %name = $NameParse->components;
9023 $first = $name{'given_name_1'};
9024 $last = $name{'surname_1'};
9028 if ( $first && $last ) {
9030 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
9033 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9035 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
9036 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
9039 push @cust_main, qsearch( {
9040 'table' => 'cust_main',
9041 'hashref' => \%options,
9042 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9045 # or it just be something that was typed in... (try that in a sec)
9049 my $q_value = dbh->quote($value);
9052 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
9053 $sql .= " ( LOWER(last) = $q_value
9054 OR LOWER(company) = $q_value
9055 OR LOWER(ship_last) = $q_value
9056 OR LOWER(ship_company) = $q_value
9058 $sql .= " OR LOWER(address1) = $q_value
9059 OR LOWER(ship_address1) = $q_value
9061 if $conf->exists('address1-search');
9064 push @cust_main, qsearch( {
9065 'table' => 'cust_main',
9066 'hashref' => \%options,
9067 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9070 #no exact match, trying substring/fuzzy
9071 #always do substring & fuzzy (unless they're explicity config'ed off)
9072 #getting complaints searches are not returning enough
9073 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
9075 #still some false laziness w/search (was search/cust_main.cgi)
9080 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
9081 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9084 if ( $first && $last ) {
9087 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9088 'last' => { op=>'ILIKE', value=>"%$last%" },
9090 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9091 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9098 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9099 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9103 if ( $conf->exists('address1-search') ) {
9105 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9106 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9110 foreach my $hashref ( @hashrefs ) {
9112 push @cust_main, qsearch( {
9113 'table' => 'cust_main',
9114 'hashref' => { %$hashref,
9117 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9126 " AND $agentnums_sql", #extra_sql #agent virtualization
9129 if ( $first && $last ) {
9130 push @cust_main, FS::cust_main->fuzzy_search(
9131 { 'last' => $last, #fuzzy hashref
9132 'first' => $first }, #
9136 foreach my $field ( 'last', 'company' ) {
9138 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9140 if ( $conf->exists('address1-search') ) {
9142 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9149 #eliminate duplicates
9151 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9159 Accepts the following options: I<email>, the email address to search for. The
9160 email address will be searched for as an email invoice destination and as an
9163 #Any additional options are treated as an additional qualifier on the search
9164 #(i.e. I<agentnum>).
9166 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9176 my $email = delete $options{'email'};
9178 #we're only being used by RT at the moment... no agent virtualization yet
9179 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9183 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9185 my ( $user, $domain ) = ( $1, $2 );
9187 warn "$me smart_search: searching for $user in domain $domain"
9193 'table' => 'cust_main_invoice',
9194 'hashref' => { 'dest' => $email },
9201 map $_->cust_svc->cust_pkg,
9203 'table' => 'svc_acct',
9204 'hashref' => { 'username' => $user, },
9206 'AND ( SELECT domain FROM svc_domain
9207 WHERE svc_acct.domsvc = svc_domain.svcnum
9208 ) = '. dbh->quote($domain),
9214 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9216 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9223 =item check_and_rebuild_fuzzyfiles
9227 sub check_and_rebuild_fuzzyfiles {
9228 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9229 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9232 =item rebuild_fuzzyfiles
9236 sub rebuild_fuzzyfiles {
9238 use Fcntl qw(:flock);
9240 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9241 mkdir $dir, 0700 unless -d $dir;
9243 foreach my $fuzzy ( @fuzzyfields ) {
9245 open(LOCK,">>$dir/cust_main.$fuzzy")
9246 or die "can't open $dir/cust_main.$fuzzy: $!";
9248 or die "can't lock $dir/cust_main.$fuzzy: $!";
9250 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9251 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9253 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9254 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9255 " WHERE $field != '' AND $field IS NOT NULL");
9256 $sth->execute or die $sth->errstr;
9258 while ( my $row = $sth->fetchrow_arrayref ) {
9259 print CACHE $row->[0]. "\n";
9264 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9266 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9277 my( $self, $field ) = @_;
9278 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9279 open(CACHE,"<$dir/cust_main.$field")
9280 or die "can't open $dir/cust_main.$field: $!";
9281 my @array = map { chomp; $_; } <CACHE>;
9286 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9290 sub append_fuzzyfiles {
9291 #my( $first, $last, $company ) = @_;
9293 &check_and_rebuild_fuzzyfiles;
9295 use Fcntl qw(:flock);
9297 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9299 foreach my $field (@fuzzyfields) {
9304 open(CACHE,">>$dir/cust_main.$field")
9305 or die "can't open $dir/cust_main.$field: $!";
9306 flock(CACHE,LOCK_EX)
9307 or die "can't lock $dir/cust_main.$field: $!";
9309 print CACHE "$value\n";
9311 flock(CACHE,LOCK_UN)
9312 or die "can't unlock $dir/cust_main.$field: $!";
9327 #warn join('-',keys %$param);
9328 my $fh = $param->{filehandle};
9329 my @fields = @{$param->{fields}};
9331 eval "use Text::CSV_XS;";
9334 my $csv = new Text::CSV_XS;
9341 local $SIG{HUP} = 'IGNORE';
9342 local $SIG{INT} = 'IGNORE';
9343 local $SIG{QUIT} = 'IGNORE';
9344 local $SIG{TERM} = 'IGNORE';
9345 local $SIG{TSTP} = 'IGNORE';
9346 local $SIG{PIPE} = 'IGNORE';
9348 my $oldAutoCommit = $FS::UID::AutoCommit;
9349 local $FS::UID::AutoCommit = 0;
9352 #while ( $columns = $csv->getline($fh) ) {
9354 while ( defined($line=<$fh>) ) {
9356 $csv->parse($line) or do {
9357 $dbh->rollback if $oldAutoCommit;
9358 return "can't parse: ". $csv->error_input();
9361 my @columns = $csv->fields();
9362 #warn join('-',@columns);
9365 foreach my $field ( @fields ) {
9366 $row{$field} = shift @columns;
9369 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9370 unless ( $cust_main ) {
9371 $dbh->rollback if $oldAutoCommit;
9372 return "unknown custnum $row{'custnum'}";
9375 if ( $row{'amount'} > 0 ) {
9376 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9378 $dbh->rollback if $oldAutoCommit;
9382 } elsif ( $row{'amount'} < 0 ) {
9383 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9386 $dbh->rollback if $oldAutoCommit;
9396 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9398 return "Empty file!" unless $imported;
9404 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9406 Sends a templated email notification to the customer (see L<Text::Template>).
9408 OPTIONS is a hash and may include
9410 I<from> - the email sender (default is invoice_from)
9412 I<to> - comma-separated scalar or arrayref of recipients
9413 (default is invoicing_list)
9415 I<subject> - The subject line of the sent email notification
9416 (default is "Notice from company_name")
9418 I<extra_fields> - a hashref of name/value pairs which will be substituted
9421 The following variables are vavailable in the template.
9423 I<$first> - the customer first name
9424 I<$last> - the customer last name
9425 I<$company> - the customer company
9426 I<$payby> - a description of the method of payment for the customer
9427 # would be nice to use FS::payby::shortname
9428 I<$payinfo> - the account information used to collect for this customer
9429 I<$expdate> - the expiration of the customer payment in seconds from epoch
9434 my ($self, $template, %options) = @_;
9436 return unless $conf->exists($template);
9438 my $from = $conf->config('invoice_from', $self->agentnum)
9439 if $conf->exists('invoice_from', $self->agentnum);
9440 $from = $options{from} if exists($options{from});
9442 my $to = join(',', $self->invoicing_list_emailonly);
9443 $to = $options{to} if exists($options{to});
9445 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9446 if $conf->exists('company_name', $self->agentnum);
9447 $subject = $options{subject} if exists($options{subject});
9449 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9450 SOURCE => [ map "$_\n",
9451 $conf->config($template)]
9453 or die "can't create new Text::Template object: Text::Template::ERROR";
9454 $notify_template->compile()
9455 or die "can't compile template: Text::Template::ERROR";
9457 $FS::notify_template::_template::company_name =
9458 $conf->config('company_name', $self->agentnum);
9459 $FS::notify_template::_template::company_address =
9460 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9462 my $paydate = $self->paydate || '2037-12-31';
9463 $FS::notify_template::_template::first = $self->first;
9464 $FS::notify_template::_template::last = $self->last;
9465 $FS::notify_template::_template::company = $self->company;
9466 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9467 my $payby = $self->payby;
9468 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9469 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9471 #credit cards expire at the end of the month/year of their exp date
9472 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9473 $FS::notify_template::_template::payby = 'credit card';
9474 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9475 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9477 }elsif ($payby eq 'COMP') {
9478 $FS::notify_template::_template::payby = 'complimentary account';
9480 $FS::notify_template::_template::payby = 'current method';
9482 $FS::notify_template::_template::expdate = $expire_time;
9484 for (keys %{$options{extra_fields}}){
9486 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9489 send_email(from => $from,
9491 subject => $subject,
9492 body => $notify_template->fill_in( PACKAGE =>
9493 'FS::notify_template::_template' ),
9498 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9500 Generates a templated notification to the customer (see L<Text::Template>).
9502 OPTIONS is a hash and may include
9504 I<extra_fields> - a hashref of name/value pairs which will be substituted
9505 into the template. These values may override values mentioned below
9506 and those from the customer record.
9508 The following variables are available in the template instead of or in addition
9509 to the fields of the customer record.
9511 I<$payby> - a description of the method of payment for the customer
9512 # would be nice to use FS::payby::shortname
9513 I<$payinfo> - the masked account information used to collect for this customer
9514 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9515 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9519 sub generate_letter {
9520 my ($self, $template, %options) = @_;
9522 return unless $conf->exists($template);
9524 my $letter_template = new Text::Template
9526 SOURCE => [ map "$_\n", $conf->config($template)],
9527 DELIMITERS => [ '[@--', '--@]' ],
9529 or die "can't create new Text::Template object: Text::Template::ERROR";
9531 $letter_template->compile()
9532 or die "can't compile template: Text::Template::ERROR";
9534 my %letter_data = map { $_ => $self->$_ } $self->fields;
9535 $letter_data{payinfo} = $self->mask_payinfo;
9537 #my $paydate = $self->paydate || '2037-12-31';
9538 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9540 my $payby = $self->payby;
9541 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9542 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9544 #credit cards expire at the end of the month/year of their exp date
9545 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9546 $letter_data{payby} = 'credit card';
9547 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9548 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9550 }elsif ($payby eq 'COMP') {
9551 $letter_data{payby} = 'complimentary account';
9553 $letter_data{payby} = 'current method';
9555 $letter_data{expdate} = $expire_time;
9557 for (keys %{$options{extra_fields}}){
9558 $letter_data{$_} = $options{extra_fields}->{$_};
9561 unless(exists($letter_data{returnaddress})){
9562 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9563 $self->agent_template)
9565 if ( length($retadd) ) {
9566 $letter_data{returnaddress} = $retadd;
9567 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9568 $letter_data{returnaddress} =
9569 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9570 $conf->config('company_address', $self->agentnum)
9573 $letter_data{returnaddress} = '~';
9577 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9579 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9581 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9582 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9586 ) or die "can't open temp file: $!\n";
9588 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9590 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9594 =item print_ps TEMPLATE
9596 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9602 my $file = $self->generate_letter(@_);
9603 FS::Misc::generate_ps($file);
9606 =item print TEMPLATE
9608 Prints the filled in template.
9610 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9614 sub queueable_print {
9617 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9618 or die "invalid customer number: " . $opt{custvnum};
9620 my $error = $self->print( $opt{template} );
9621 die $error if $error;
9625 my ($self, $template) = (shift, shift);
9626 do_print [ $self->print_ps($template) ];
9629 #these three subs should just go away once agent stuff is all config overrides
9631 sub agent_template {
9633 $self->_agent_plandata('agent_templatename');
9636 sub agent_invoice_from {
9638 $self->_agent_plandata('agent_invoice_from');
9641 sub _agent_plandata {
9642 my( $self, $option ) = @_;
9644 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9645 #agent-specific Conf
9647 use FS::part_event::Condition;
9649 my $agentnum = $self->agentnum;
9652 if ( driver_name =~ /^Pg/i ) {
9654 } elsif ( driver_name =~ /^mysql/i ) {
9657 die "don't know how to use regular expressions in ". driver_name. " databases";
9660 my $part_event_option =
9662 'select' => 'part_event_option.*',
9663 'table' => 'part_event_option',
9665 LEFT JOIN part_event USING ( eventpart )
9666 LEFT JOIN part_event_option AS peo_agentnum
9667 ON ( part_event.eventpart = peo_agentnum.eventpart
9668 AND peo_agentnum.optionname = 'agentnum'
9669 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9671 LEFT JOIN part_event_condition
9672 ON ( part_event.eventpart = part_event_condition.eventpart
9673 AND part_event_condition.conditionname = 'cust_bill_age'
9675 LEFT JOIN part_event_condition_option
9676 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9677 AND part_event_condition_option.optionname = 'age'
9680 #'hashref' => { 'optionname' => $option },
9681 #'hashref' => { 'part_event_option.optionname' => $option },
9683 " WHERE part_event_option.optionname = ". dbh->quote($option).
9684 " AND action = 'cust_bill_send_agent' ".
9685 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9686 " AND peo_agentnum.optionname = 'agentnum' ".
9687 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9689 CASE WHEN part_event_condition_option.optionname IS NULL
9691 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9693 , part_event.weight".
9697 unless ( $part_event_option ) {
9698 return $self->agent->invoice_template || ''
9699 if $option eq 'agent_templatename';
9703 $part_event_option->optionvalue;
9708 ## actual sub, not a method, designed to be called from the queue.
9709 ## sets up the customer, and calls the bill_and_collect
9710 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9711 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9712 $cust_main->bill_and_collect(
9717 sub _upgrade_data { #class method
9718 my ($class, %opts) = @_;
9720 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9721 my $sth = dbh->prepare($sql) or die dbh->errstr;
9722 $sth->execute or die $sth->errstr;
9732 The delete method should possibly take an FS::cust_main object reference
9733 instead of a scalar customer number.
9735 Bill and collect options should probably be passed as references instead of a
9738 There should probably be a configuration file with a list of allowed credit
9741 No multiple currency support (probably a larger project than just this module).
9743 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9745 Birthdates rely on negative epoch values.
9747 The payby for card/check batches is broken. With mixed batching, bad
9750 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9754 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9755 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9756 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.