5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use List::Util qw( min );
13 use Time::Local qw(timelocal);
16 use Digest::MD5 qw(md5_base64);
19 use File::Temp qw( tempfile );
20 use String::Approx qw(amatch);
21 use Business::CreditCard 0.28;
23 use FS::UID qw( getotaker dbh driver_name );
24 use FS::Record qw( qsearchs qsearch dbdef );
25 use FS::Misc qw( generate_email send_email generate_ps do_print );
26 use FS::Msgcat qw(gettext);
31 use FS::cust_bill_pkg;
32 use FS::cust_bill_pkg_display;
33 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_bill_pkg_tax_rate_location;
36 use FS::cust_pay_pending;
37 use FS::cust_pay_void;
38 use FS::cust_pay_batch;
41 use FS::part_referral;
42 use FS::cust_main_county;
43 use FS::cust_location;
44 use FS::cust_main_exemption;
45 use FS::cust_tax_adjustment;
47 use FS::tax_rate_location;
48 use FS::cust_tax_location;
49 use FS::part_pkg_taxrate;
51 use FS::cust_main_invoice;
52 use FS::cust_credit_bill;
53 use FS::cust_bill_pay;
54 use FS::prepay_credit;
58 use FS::part_event_condition;
61 use FS::payment_gateway;
62 use FS::agent_payment_gateway;
64 use FS::payinfo_Mixin;
67 @ISA = qw( FS::payinfo_Mixin FS::Record );
69 @EXPORT_OK = qw( smart_search );
71 $realtime_bop_decline_quiet = 0;
73 # 1 is mostly method/subroutine entry and options
74 # 2 traces progress of some operations
75 # 3 is even more information including possibly sensitive data
77 $me = '[FS::cust_main]';
81 $ignore_expired_card = 0;
83 @encrypted_fields = ('payinfo', 'paycvv');
84 sub nohistory_fields { ('paycvv'); }
86 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
88 #ask FS::UID to run this stuff for us later
89 #$FS::UID::callback{'FS::cust_main'} = sub {
90 install_callback FS::UID sub {
92 #yes, need it for stuff below (prolly should be cached)
97 my ( $hashref, $cache ) = @_;
98 if ( exists $hashref->{'pkgnum'} ) {
99 #@{ $self->{'_pkgnum'} } = ();
100 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
101 $self->{'_pkgnum'} = $subcache;
102 #push @{ $self->{'_pkgnum'} },
103 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
109 FS::cust_main - Object methods for cust_main records
115 $record = new FS::cust_main \%hash;
116 $record = new FS::cust_main { 'column' => 'value' };
118 $error = $record->insert;
120 $error = $new_record->replace($old_record);
122 $error = $record->delete;
124 $error = $record->check;
126 @cust_pkg = $record->all_pkgs;
128 @cust_pkg = $record->ncancelled_pkgs;
130 @cust_pkg = $record->suspended_pkgs;
132 $error = $record->bill;
133 $error = $record->bill %options;
134 $error = $record->bill 'time' => $time;
136 $error = $record->collect;
137 $error = $record->collect %options;
138 $error = $record->collect 'invoice_time' => $time,
143 An FS::cust_main object represents a customer. FS::cust_main inherits from
144 FS::Record. The following fields are currently supported:
150 Primary key (assigned automatically for new customers)
154 Agent (see L<FS::agent>)
158 Advertising source (see L<FS::part_referral>)
170 Cocial security number (optional)
186 (optional, see L<FS::cust_main_county>)
190 (see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
232 (optional, see L<FS::cust_main_county>)
236 (see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
258 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
262 Payment Information (See L<FS::payinfo_Mixin> for data format)
266 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
270 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
274 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
278 Start date month (maestro/solo cards only)
282 Start date year (maestro/solo cards only)
286 Issue number (maestro/solo cards only)
290 Name on card or billing name
294 IP address from which payment information was received
298 Tax exempt, empty or `Y'
302 Order taker (assigned automatically, see L<FS::UID>)
308 =item referral_custnum
310 Referring customer number
314 Enable individual CDR spooling, empty or `Y'
318 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
322 Discourage individual CDR printing, empty or `Y'
332 Creates a new customer. To add the customer to the database, see L<"insert">.
334 Note that this stores the hash reference, not a distinct copy of the hash it
335 points to. You can ask the object for a copy with the I<hash> method.
339 sub table { 'cust_main'; }
341 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
343 Adds this customer to the database. If there is an error, returns the error,
344 otherwise returns false.
346 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
347 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
348 are inserted atomicly, or the transaction is rolled back. Passing an empty
349 hash reference is equivalent to not supplying this parameter. There should be
350 a better explanation of this, but until then, here's an example:
353 tie %hash, 'Tie::RefHash'; #this part is important
355 $cust_pkg => [ $svc_acct ],
358 $cust_main->insert( \%hash );
360 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
361 be set as the invoicing list (see L<"invoicing_list">). Errors return as
362 expected and rollback the entire transaction; it is not necessary to call
363 check_invoicing_list first. The invoicing_list is set after the records in the
364 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
365 invoicing_list destination to the newly-created svc_acct. Here's an example:
367 $cust_main->insert( {}, [ $email, 'POST' ] );
369 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
371 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
372 on the supplied jobnum (they will not run until the specific job completes).
373 This can be used to defer provisioning until some action completes (such
374 as running the customer's credit card successfully).
376 The I<noexport> option is deprecated. If I<noexport> is set true, no
377 provisioning jobs (exports) are scheduled. (You can schedule them later with
378 the B<reexport> method.)
380 The I<tax_exemption> option can be set to an arrayref of tax names.
381 FS::cust_main_exemption records will be created and inserted.
387 my $cust_pkgs = @_ ? shift : {};
388 my $invoicing_list = @_ ? shift : '';
390 warn "$me insert called with options ".
391 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
394 local $SIG{HUP} = 'IGNORE';
395 local $SIG{INT} = 'IGNORE';
396 local $SIG{QUIT} = 'IGNORE';
397 local $SIG{TERM} = 'IGNORE';
398 local $SIG{TSTP} = 'IGNORE';
399 local $SIG{PIPE} = 'IGNORE';
401 my $oldAutoCommit = $FS::UID::AutoCommit;
402 local $FS::UID::AutoCommit = 0;
405 my $prepay_identifier = '';
406 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
408 if ( $self->payby eq 'PREPAY' ) {
410 $self->payby('BILL');
411 $prepay_identifier = $self->payinfo;
414 warn " looking up prepaid card $prepay_identifier\n"
417 my $error = $self->get_prepay( $prepay_identifier,
418 'amount_ref' => \$amount,
419 'seconds_ref' => \$seconds,
420 'upbytes_ref' => \$upbytes,
421 'downbytes_ref' => \$downbytes,
422 'totalbytes_ref' => \$totalbytes,
425 $dbh->rollback if $oldAutoCommit;
426 #return "error applying prepaid card (transaction rolled back): $error";
430 $payby = 'PREP' if $amount;
432 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
435 $self->payby('BILL');
436 $amount = $self->paid;
440 warn " inserting $self\n"
443 $self->signupdate(time) unless $self->signupdate;
445 $self->auto_agent_custid()
446 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
448 my $error = $self->SUPER::insert;
450 $dbh->rollback if $oldAutoCommit;
451 #return "inserting cust_main record (transaction rolled back): $error";
455 warn " setting invoicing list\n"
458 if ( $invoicing_list ) {
459 $error = $self->check_invoicing_list( $invoicing_list );
461 $dbh->rollback if $oldAutoCommit;
462 #return "checking invoicing_list (transaction rolled back): $error";
465 $self->invoicing_list( $invoicing_list );
468 warn " setting cust_main_exemption\n"
471 my $tax_exemption = delete $options{'tax_exemption'};
472 if ( $tax_exemption ) {
473 foreach my $taxname ( @$tax_exemption ) {
474 my $cust_main_exemption = new FS::cust_main_exemption {
475 'custnum' => $self->custnum,
476 'taxname' => $taxname,
478 my $error = $cust_main_exemption->insert;
480 $dbh->rollback if $oldAutoCommit;
481 return "inserting cust_main_exemption (transaction rolled back): $error";
486 if ( $conf->config('cust_main-skeleton_tables')
487 && $conf->config('cust_main-skeleton_custnum') ) {
489 warn " inserting skeleton records\n"
492 my $error = $self->start_copy_skel;
494 $dbh->rollback if $oldAutoCommit;
500 warn " ordering packages\n"
503 $error = $self->order_pkgs( $cust_pkgs,
505 'seconds_ref' => \$seconds,
506 'upbytes_ref' => \$upbytes,
507 'downbytes_ref' => \$downbytes,
508 'totalbytes_ref' => \$totalbytes,
511 $dbh->rollback if $oldAutoCommit;
516 $dbh->rollback if $oldAutoCommit;
517 return "No svc_acct record to apply pre-paid time";
519 if ( $upbytes || $downbytes || $totalbytes ) {
520 $dbh->rollback if $oldAutoCommit;
521 return "No svc_acct record to apply pre-paid data";
525 warn " inserting initial $payby payment of $amount\n"
527 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
529 $dbh->rollback if $oldAutoCommit;
530 return "inserting payment (transaction rolled back): $error";
534 unless ( $import || $skip_fuzzyfiles ) {
535 warn " queueing fuzzyfiles update\n"
537 $error = $self->queue_fuzzyfiles_update;
539 $dbh->rollback if $oldAutoCommit;
540 return "updating fuzzy search cache: $error";
544 warn " insert complete; committing transaction\n"
547 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
552 use File::CounterFile;
553 sub auto_agent_custid {
556 my $format = $conf->config('cust_main-auto_agent_custid');
558 if ( $format eq '1YMMXXXXXXXX' ) {
560 my $counter = new File::CounterFile 'cust_main.agent_custid';
563 my $ym = 100000000000 + time2str('%y%m00000000', time);
564 if ( $ym > $counter->value ) {
565 $counter->{'value'} = $agent_custid = $ym;
566 $counter->{'updated'} = 1;
568 $agent_custid = $counter->inc;
574 die "Unknown cust_main-auto_agent_custid format: $format";
577 $self->agent_custid($agent_custid);
581 sub start_copy_skel {
584 #'mg_user_preference' => {},
585 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
586 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
587 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
588 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
589 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
592 _copy_skel( 'cust_main', #tablename
593 $conf->config('cust_main-skeleton_custnum'), #sourceid
594 $self->custnum, #destid
595 @tables, #child tables
599 #recursive subroutine, not a method
601 my( $table, $sourceid, $destid, %child_tables ) = @_;
604 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
605 ( $table, $primary_key ) = ( $1, $2 );
607 my $dbdef_table = dbdef->table($table);
608 $primary_key = $dbdef_table->primary_key
609 or return "$table has no primary key".
610 " (or do you need to run dbdef-create?)";
613 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
614 join (', ', keys %child_tables). "\n"
617 foreach my $child_table_def ( keys %child_tables ) {
621 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
622 ( $child_table, $child_pkey ) = ( $1, $2 );
624 $child_table = $child_table_def;
626 $child_pkey = dbdef->table($child_table)->primary_key;
627 # or return "$table has no primary key".
628 # " (or do you need to run dbdef-create?)\n";
632 if ( keys %{ $child_tables{$child_table_def} } ) {
634 return "$child_table has no primary key".
635 " (run dbdef-create or try specifying it?)\n"
638 #false laziness w/Record::insert and only works on Pg
639 #refactor the proper last-inserted-id stuff out of Record::insert if this
640 # ever gets use for anything besides a quick kludge for one customer
641 my $default = dbdef->table($child_table)->column($child_pkey)->default;
642 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
643 or return "can't parse $child_table.$child_pkey default value ".
644 " for sequence name: $default";
649 my @sel_columns = grep { $_ ne $primary_key }
650 dbdef->table($child_table)->columns;
651 my $sel_columns = join(', ', @sel_columns );
653 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
654 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
655 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
657 my $sel_st = "SELECT $sel_columns FROM $child_table".
658 " WHERE $primary_key = $sourceid";
661 my $sel_sth = dbh->prepare( $sel_st )
662 or return dbh->errstr;
664 $sel_sth->execute or return $sel_sth->errstr;
666 while ( my $row = $sel_sth->fetchrow_hashref ) {
668 warn " selected row: ".
669 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
673 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
674 my $ins_sth =dbh->prepare($statement)
675 or return dbh->errstr;
676 my @param = ( $destid, map $row->{$_}, @ins_columns );
677 warn " $statement: [ ". join(', ', @param). " ]\n"
679 $ins_sth->execute( @param )
680 or return $ins_sth->errstr;
682 #next unless keys %{ $child_tables{$child_table} };
683 next unless $sequence;
685 #another section of that laziness
686 my $seq_sql = "SELECT currval('$sequence')";
687 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
688 $seq_sth->execute or return $seq_sth->errstr;
689 my $insertid = $seq_sth->fetchrow_arrayref->[0];
691 # don't drink soap! recurse! recurse! okay!
693 _copy_skel( $child_table_def,
694 $row->{$child_pkey}, #sourceid
696 %{ $child_tables{$child_table_def} },
698 return $error if $error;
708 =item order_pkg HASHREF | OPTION => VALUE ...
710 Orders a single package.
712 Options may be passed as a list of key/value pairs or as a hash reference.
723 Optional FS::cust_location object
727 Optional arryaref of FS::svc_* service objects.
731 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
732 jobs will have a dependancy on the supplied job (they will not run until the
733 specific job completes). This can be used to defer provisioning until some
734 action completes (such as running the customer's credit card successfully).
738 Optional subject for a ticket created and attached to this customer
742 Optional queue name for ticket additions
750 my $opt = ref($_[0]) ? shift : { @_ };
752 warn "$me order_pkg called with options ".
753 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
756 my $cust_pkg = $opt->{'cust_pkg'};
757 my $svcs = $opt->{'svcs'} || [];
759 my %svc_options = ();
760 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
761 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
763 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
764 qw( ticket_subject ticket_queue );
766 local $SIG{HUP} = 'IGNORE';
767 local $SIG{INT} = 'IGNORE';
768 local $SIG{QUIT} = 'IGNORE';
769 local $SIG{TERM} = 'IGNORE';
770 local $SIG{TSTP} = 'IGNORE';
771 local $SIG{PIPE} = 'IGNORE';
773 my $oldAutoCommit = $FS::UID::AutoCommit;
774 local $FS::UID::AutoCommit = 0;
777 if ( $opt->{'cust_location'} &&
778 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
779 my $error = $opt->{'cust_location'}->insert;
781 $dbh->rollback if $oldAutoCommit;
782 return "inserting cust_location (transaction rolled back): $error";
784 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
787 $cust_pkg->custnum( $self->custnum );
789 my $error = $cust_pkg->insert( %insert_params );
791 $dbh->rollback if $oldAutoCommit;
792 return "inserting cust_pkg (transaction rolled back): $error";
795 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
796 if ( $svc_something->svcnum ) {
797 my $old_cust_svc = $svc_something->cust_svc;
798 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
799 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
800 $error = $new_cust_svc->replace($old_cust_svc);
802 $svc_something->pkgnum( $cust_pkg->pkgnum );
803 if ( $svc_something->isa('FS::svc_acct') ) {
804 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
805 qw( seconds upbytes downbytes totalbytes ) ) {
806 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
807 ${ $opt->{$_.'_ref'} } = 0;
810 $error = $svc_something->insert(%svc_options);
813 $dbh->rollback if $oldAutoCommit;
814 return "inserting svc_ (transaction rolled back): $error";
818 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
823 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
824 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
826 Like the insert method on an existing record, this method orders multiple
827 packages and included services atomicaly. Pass a Tie::RefHash data structure
828 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
829 There should be a better explanation of this, but until then, here's an
833 tie %hash, 'Tie::RefHash'; #this part is important
835 $cust_pkg => [ $svc_acct ],
838 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
840 Services can be new, in which case they are inserted, or existing unaudited
841 services, in which case they are linked to the newly-created package.
843 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
844 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
846 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
847 on the supplied jobnum (they will not run until the specific job completes).
848 This can be used to defer provisioning until some action completes (such
849 as running the customer's credit card successfully).
851 The I<noexport> option is deprecated. If I<noexport> is set true, no
852 provisioning jobs (exports) are scheduled. (You can schedule them later with
853 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
854 on the cust_main object is not recommended, as existing services will also be
857 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
858 provided, the scalars (provided by references) will be incremented by the
859 values of the prepaid card.`
865 my $cust_pkgs = shift;
866 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
868 $seconds_ref ||= $options{'seconds_ref'};
870 warn "$me order_pkgs called with options ".
871 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
874 local $SIG{HUP} = 'IGNORE';
875 local $SIG{INT} = 'IGNORE';
876 local $SIG{QUIT} = 'IGNORE';
877 local $SIG{TERM} = 'IGNORE';
878 local $SIG{TSTP} = 'IGNORE';
879 local $SIG{PIPE} = 'IGNORE';
881 my $oldAutoCommit = $FS::UID::AutoCommit;
882 local $FS::UID::AutoCommit = 0;
885 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
887 foreach my $cust_pkg ( keys %$cust_pkgs ) {
889 my $error = $self->order_pkg(
890 'cust_pkg' => $cust_pkg,
891 'svcs' => $cust_pkgs->{$cust_pkg},
892 'seconds_ref' => $seconds_ref,
893 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
898 $dbh->rollback if $oldAutoCommit;
904 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
908 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
910 Recharges this (existing) customer with the specified prepaid card (see
911 L<FS::prepay_credit>), specified either by I<identifier> or as an
912 FS::prepay_credit object. If there is an error, returns the error, otherwise
915 Optionally, five scalar references can be passed as well. They will have their
916 values filled in with the amount, number of seconds, and number of upload,
917 download, and total bytes applied by this prepaid card.
921 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
922 #the only place that uses these args
923 sub recharge_prepay {
924 my( $self, $prepay_credit, $amountref, $secondsref,
925 $upbytesref, $downbytesref, $totalbytesref ) = @_;
927 local $SIG{HUP} = 'IGNORE';
928 local $SIG{INT} = 'IGNORE';
929 local $SIG{QUIT} = 'IGNORE';
930 local $SIG{TERM} = 'IGNORE';
931 local $SIG{TSTP} = 'IGNORE';
932 local $SIG{PIPE} = 'IGNORE';
934 my $oldAutoCommit = $FS::UID::AutoCommit;
935 local $FS::UID::AutoCommit = 0;
938 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
940 my $error = $self->get_prepay( $prepay_credit,
941 'amount_ref' => \$amount,
942 'seconds_ref' => \$seconds,
943 'upbytes_ref' => \$upbytes,
944 'downbytes_ref' => \$downbytes,
945 'totalbytes_ref' => \$totalbytes,
947 || $self->increment_seconds($seconds)
948 || $self->increment_upbytes($upbytes)
949 || $self->increment_downbytes($downbytes)
950 || $self->increment_totalbytes($totalbytes)
951 || $self->insert_cust_pay_prepay( $amount,
953 ? $prepay_credit->identifier
958 $dbh->rollback if $oldAutoCommit;
962 if ( defined($amountref) ) { $$amountref = $amount; }
963 if ( defined($secondsref) ) { $$secondsref = $seconds; }
964 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
965 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
966 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
968 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
973 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
975 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
976 specified either by I<identifier> or as an FS::prepay_credit object.
978 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
979 incremented by the values of the prepaid card.
981 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
982 check or set this customer's I<agentnum>.
984 If there is an error, returns the error, otherwise returns false.
990 my( $self, $prepay_credit, %opt ) = @_;
992 local $SIG{HUP} = 'IGNORE';
993 local $SIG{INT} = 'IGNORE';
994 local $SIG{QUIT} = 'IGNORE';
995 local $SIG{TERM} = 'IGNORE';
996 local $SIG{TSTP} = 'IGNORE';
997 local $SIG{PIPE} = 'IGNORE';
999 my $oldAutoCommit = $FS::UID::AutoCommit;
1000 local $FS::UID::AutoCommit = 0;
1003 unless ( ref($prepay_credit) ) {
1005 my $identifier = $prepay_credit;
1007 $prepay_credit = qsearchs(
1009 { 'identifier' => $prepay_credit },
1014 unless ( $prepay_credit ) {
1015 $dbh->rollback if $oldAutoCommit;
1016 return "Invalid prepaid card: ". $identifier;
1021 if ( $prepay_credit->agentnum ) {
1022 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1023 $dbh->rollback if $oldAutoCommit;
1024 return "prepaid card not valid for agent ". $self->agentnum;
1026 $self->agentnum($prepay_credit->agentnum);
1029 my $error = $prepay_credit->delete;
1031 $dbh->rollback if $oldAutoCommit;
1032 return "removing prepay_credit (transaction rolled back): $error";
1035 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1036 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1038 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1043 =item increment_upbytes SECONDS
1045 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1046 the specified number of upbytes. If there is an error, returns the error,
1047 otherwise returns false.
1051 sub increment_upbytes {
1052 _increment_column( shift, 'upbytes', @_);
1055 =item increment_downbytes SECONDS
1057 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1058 the specified number of downbytes. If there is an error, returns the error,
1059 otherwise returns false.
1063 sub increment_downbytes {
1064 _increment_column( shift, 'downbytes', @_);
1067 =item increment_totalbytes SECONDS
1069 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1070 the specified number of totalbytes. If there is an error, returns the error,
1071 otherwise returns false.
1075 sub increment_totalbytes {
1076 _increment_column( shift, 'totalbytes', @_);
1079 =item increment_seconds SECONDS
1081 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1082 the specified number of seconds. If there is an error, returns the error,
1083 otherwise returns false.
1087 sub increment_seconds {
1088 _increment_column( shift, 'seconds', @_);
1091 =item _increment_column AMOUNT
1093 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1094 the specified number of seconds or bytes. If there is an error, returns
1095 the error, otherwise returns false.
1099 sub _increment_column {
1100 my( $self, $column, $amount ) = @_;
1101 warn "$me increment_column called: $column, $amount\n"
1104 return '' unless $amount;
1106 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1107 $self->ncancelled_pkgs;
1109 if ( ! @cust_pkg ) {
1110 return 'No packages with primary or single services found'.
1111 ' to apply pre-paid time';
1112 } elsif ( scalar(@cust_pkg) > 1 ) {
1113 #maybe have a way to specify the package/account?
1114 return 'Multiple packages found to apply pre-paid time';
1117 my $cust_pkg = $cust_pkg[0];
1118 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1122 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1124 if ( ! @cust_svc ) {
1125 return 'No account found to apply pre-paid time';
1126 } elsif ( scalar(@cust_svc) > 1 ) {
1127 return 'Multiple accounts found to apply pre-paid time';
1130 my $svc_acct = $cust_svc[0]->svc_x;
1131 warn " found service svcnum ". $svc_acct->pkgnum.
1132 ' ('. $svc_acct->email. ")\n"
1135 $column = "increment_$column";
1136 $svc_acct->$column($amount);
1140 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1142 Inserts a prepayment in the specified amount for this customer. An optional
1143 second argument can specify the prepayment identifier for tracking purposes.
1144 If there is an error, returns the error, otherwise returns false.
1148 sub insert_cust_pay_prepay {
1149 shift->insert_cust_pay('PREP', @_);
1152 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1154 Inserts a cash payment in the specified amount for this customer. An optional
1155 second argument can specify the payment identifier for tracking purposes.
1156 If there is an error, returns the error, otherwise returns false.
1160 sub insert_cust_pay_cash {
1161 shift->insert_cust_pay('CASH', @_);
1164 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1166 Inserts a Western Union payment in the specified amount for this customer. An
1167 optional second argument can specify the prepayment identifier for tracking
1168 purposes. If there is an error, returns the error, otherwise returns false.
1172 sub insert_cust_pay_west {
1173 shift->insert_cust_pay('WEST', @_);
1176 sub insert_cust_pay {
1177 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1178 my $payinfo = scalar(@_) ? shift : '';
1180 my $cust_pay = new FS::cust_pay {
1181 'custnum' => $self->custnum,
1182 'paid' => sprintf('%.2f', $amount),
1183 #'_date' => #date the prepaid card was purchased???
1185 'payinfo' => $payinfo,
1193 This method is deprecated. See the I<depend_jobnum> option to the insert and
1194 order_pkgs methods for a better way to defer provisioning.
1196 Re-schedules all exports by calling the B<reexport> method of all associated
1197 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1198 otherwise returns false.
1205 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1206 "use the depend_jobnum option to insert or order_pkgs to delay export";
1208 local $SIG{HUP} = 'IGNORE';
1209 local $SIG{INT} = 'IGNORE';
1210 local $SIG{QUIT} = 'IGNORE';
1211 local $SIG{TERM} = 'IGNORE';
1212 local $SIG{TSTP} = 'IGNORE';
1213 local $SIG{PIPE} = 'IGNORE';
1215 my $oldAutoCommit = $FS::UID::AutoCommit;
1216 local $FS::UID::AutoCommit = 0;
1219 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1220 my $error = $cust_pkg->reexport;
1222 $dbh->rollback if $oldAutoCommit;
1227 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1232 =item delete NEW_CUSTNUM
1234 This deletes the customer. If there is an error, returns the error, otherwise
1237 This will completely remove all traces of the customer record. This is not
1238 what you want when a customer cancels service; for that, cancel all of the
1239 customer's packages (see L</cancel>).
1241 If the customer has any uncancelled packages, you need to pass a new (valid)
1242 customer number for those packages to be transferred to. Cancelled packages
1243 will be deleted. Did I mention that this is NOT what you want when a customer
1244 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1246 You can't delete a customer with invoices (see L<FS::cust_bill>),
1247 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1248 refunds (see L<FS::cust_refund>).
1255 local $SIG{HUP} = 'IGNORE';
1256 local $SIG{INT} = 'IGNORE';
1257 local $SIG{QUIT} = 'IGNORE';
1258 local $SIG{TERM} = 'IGNORE';
1259 local $SIG{TSTP} = 'IGNORE';
1260 local $SIG{PIPE} = 'IGNORE';
1262 my $oldAutoCommit = $FS::UID::AutoCommit;
1263 local $FS::UID::AutoCommit = 0;
1266 if ( $self->cust_bill ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't delete a customer with invoices";
1270 if ( $self->cust_credit ) {
1271 $dbh->rollback if $oldAutoCommit;
1272 return "Can't delete a customer with credits";
1274 if ( $self->cust_pay ) {
1275 $dbh->rollback if $oldAutoCommit;
1276 return "Can't delete a customer with payments";
1278 if ( $self->cust_refund ) {
1279 $dbh->rollback if $oldAutoCommit;
1280 return "Can't delete a customer with refunds";
1283 my @cust_pkg = $self->ncancelled_pkgs;
1285 my $new_custnum = shift;
1286 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1287 $dbh->rollback if $oldAutoCommit;
1288 return "Invalid new customer number: $new_custnum";
1290 foreach my $cust_pkg ( @cust_pkg ) {
1291 my %hash = $cust_pkg->hash;
1292 $hash{'custnum'} = $new_custnum;
1293 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1294 my $error = $new_cust_pkg->replace($cust_pkg,
1295 options => { $cust_pkg->options },
1298 $dbh->rollback if $oldAutoCommit;
1303 my @cancelled_cust_pkg = $self->all_pkgs;
1304 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1305 my $error = $cust_pkg->delete;
1307 $dbh->rollback if $oldAutoCommit;
1312 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1313 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1315 my $error = $cust_main_invoice->delete;
1317 $dbh->rollback if $oldAutoCommit;
1322 foreach my $cust_main_exemption (
1323 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1325 my $error = $cust_main_exemption->delete;
1327 $dbh->rollback if $oldAutoCommit;
1332 my $error = $self->SUPER::delete;
1334 $dbh->rollback if $oldAutoCommit;
1338 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1343 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1346 Replaces the OLD_RECORD with this one in the database. If there is an error,
1347 returns the error, otherwise returns false.
1349 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1350 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1351 expected and rollback the entire transaction; it is not necessary to call
1352 check_invoicing_list first. Here's an example:
1354 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1356 Currently available options are: I<tax_exemption>.
1358 The I<tax_exemption> option can be set to an arrayref of tax names.
1359 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1366 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1368 : $self->replace_old;
1372 warn "$me replace called\n"
1375 my $curuser = $FS::CurrentUser::CurrentUser;
1376 if ( $self->payby eq 'COMP'
1377 && $self->payby ne $old->payby
1378 && ! $curuser->access_right('Complimentary customer')
1381 return "You are not permitted to create complimentary accounts.";
1384 local($ignore_expired_card) = 1
1385 if $old->payby =~ /^(CARD|DCRD)$/
1386 && $self->payby =~ /^(CARD|DCRD)$/
1387 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1389 local $SIG{HUP} = 'IGNORE';
1390 local $SIG{INT} = 'IGNORE';
1391 local $SIG{QUIT} = 'IGNORE';
1392 local $SIG{TERM} = 'IGNORE';
1393 local $SIG{TSTP} = 'IGNORE';
1394 local $SIG{PIPE} = 'IGNORE';
1396 my $oldAutoCommit = $FS::UID::AutoCommit;
1397 local $FS::UID::AutoCommit = 0;
1400 my $error = $self->SUPER::replace($old);
1403 $dbh->rollback if $oldAutoCommit;
1407 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1408 my $invoicing_list = shift @param;
1409 $error = $self->check_invoicing_list( $invoicing_list );
1411 $dbh->rollback if $oldAutoCommit;
1414 $self->invoicing_list( $invoicing_list );
1417 my %options = @param;
1419 my $tax_exemption = delete $options{'tax_exemption'};
1420 if ( $tax_exemption ) {
1422 my %cust_main_exemption =
1423 map { $_->taxname => $_ }
1424 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1426 foreach my $taxname ( @$tax_exemption ) {
1428 next if delete $cust_main_exemption{$taxname};
1430 my $cust_main_exemption = new FS::cust_main_exemption {
1431 'custnum' => $self->custnum,
1432 'taxname' => $taxname,
1434 my $error = $cust_main_exemption->insert;
1436 $dbh->rollback if $oldAutoCommit;
1437 return "inserting cust_main_exemption (transaction rolled back): $error";
1441 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1442 my $error = $cust_main_exemption->delete;
1444 $dbh->rollback if $oldAutoCommit;
1445 return "deleting cust_main_exemption (transaction rolled back): $error";
1451 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1452 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1453 # card/check/lec info has changed, want to retry realtime_ invoice events
1454 my $error = $self->retry_realtime;
1456 $dbh->rollback if $oldAutoCommit;
1461 unless ( $import || $skip_fuzzyfiles ) {
1462 $error = $self->queue_fuzzyfiles_update;
1464 $dbh->rollback if $oldAutoCommit;
1465 return "updating fuzzy search cache: $error";
1469 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1474 =item queue_fuzzyfiles_update
1476 Used by insert & replace to update the fuzzy search cache
1480 sub queue_fuzzyfiles_update {
1483 local $SIG{HUP} = 'IGNORE';
1484 local $SIG{INT} = 'IGNORE';
1485 local $SIG{QUIT} = 'IGNORE';
1486 local $SIG{TERM} = 'IGNORE';
1487 local $SIG{TSTP} = 'IGNORE';
1488 local $SIG{PIPE} = 'IGNORE';
1490 my $oldAutoCommit = $FS::UID::AutoCommit;
1491 local $FS::UID::AutoCommit = 0;
1494 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1495 my $error = $queue->insert( map $self->getfield($_),
1496 qw(first last company)
1499 $dbh->rollback if $oldAutoCommit;
1500 return "queueing job (transaction rolled back): $error";
1503 if ( $self->ship_last ) {
1504 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1505 $error = $queue->insert( map $self->getfield("ship_$_"),
1506 qw(first last company)
1509 $dbh->rollback if $oldAutoCommit;
1510 return "queueing job (transaction rolled back): $error";
1514 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1521 Checks all fields to make sure this is a valid customer record. If there is
1522 an error, returns the error, otherwise returns false. Called by the insert
1523 and replace methods.
1530 warn "$me check BEFORE: \n". $self->_dump
1534 $self->ut_numbern('custnum')
1535 || $self->ut_number('agentnum')
1536 || $self->ut_textn('agent_custid')
1537 || $self->ut_number('refnum')
1538 || $self->ut_textn('custbatch')
1539 || $self->ut_name('last')
1540 || $self->ut_name('first')
1541 || $self->ut_snumbern('birthdate')
1542 || $self->ut_snumbern('signupdate')
1543 || $self->ut_textn('company')
1544 || $self->ut_text('address1')
1545 || $self->ut_textn('address2')
1546 || $self->ut_text('city')
1547 || $self->ut_textn('county')
1548 || $self->ut_textn('state')
1549 || $self->ut_country('country')
1550 || $self->ut_anything('comments')
1551 || $self->ut_numbern('referral_custnum')
1552 || $self->ut_textn('stateid')
1553 || $self->ut_textn('stateid_state')
1554 || $self->ut_textn('invoice_terms')
1555 || $self->ut_alphan('geocode')
1556 || $self->ut_floatn('cdr_termination_percentage')
1559 #barf. need message catalogs. i18n. etc.
1560 $error .= "Please select an advertising source."
1561 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1562 return $error if $error;
1564 return "Unknown agent"
1565 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1567 return "Unknown refnum"
1568 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1570 return "Unknown referring custnum: ". $self->referral_custnum
1571 unless ! $self->referral_custnum
1572 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1574 if ( $self->censustract ne '' ) {
1575 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1576 or return "Illegal census tract: ". $self->censustract;
1578 $self->censustract("$1.$2");
1581 if ( $self->ss eq '' ) {
1586 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1587 or return "Illegal social security number: ". $self->ss;
1588 $self->ss("$1-$2-$3");
1592 # bad idea to disable, causes billing to fail because of no tax rates later
1593 # unless ( $import ) {
1594 unless ( qsearch('cust_main_county', {
1595 'country' => $self->country,
1598 return "Unknown state/county/country: ".
1599 $self->state. "/". $self->county. "/". $self->country
1600 unless qsearch('cust_main_county',{
1601 'state' => $self->state,
1602 'county' => $self->county,
1603 'country' => $self->country,
1609 $self->ut_phonen('daytime', $self->country)
1610 || $self->ut_phonen('night', $self->country)
1611 || $self->ut_phonen('fax', $self->country)
1612 || $self->ut_zip('zip', $self->country)
1614 return $error if $error;
1616 if ( $conf->exists('cust_main-require_phone')
1617 && ! length($self->daytime) && ! length($self->night)
1620 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1622 : FS::Msgcat::_gettext('daytime');
1623 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1625 : FS::Msgcat::_gettext('night');
1627 return "$daytime_label or $night_label is required"
1631 if ( $self->has_ship_address
1632 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1633 $self->addr_fields )
1637 $self->ut_name('ship_last')
1638 || $self->ut_name('ship_first')
1639 || $self->ut_textn('ship_company')
1640 || $self->ut_text('ship_address1')
1641 || $self->ut_textn('ship_address2')
1642 || $self->ut_text('ship_city')
1643 || $self->ut_textn('ship_county')
1644 || $self->ut_textn('ship_state')
1645 || $self->ut_country('ship_country')
1647 return $error if $error;
1649 #false laziness with above
1650 unless ( qsearchs('cust_main_county', {
1651 'country' => $self->ship_country,
1654 return "Unknown ship_state/ship_county/ship_country: ".
1655 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1656 unless qsearch('cust_main_county',{
1657 'state' => $self->ship_state,
1658 'county' => $self->ship_county,
1659 'country' => $self->ship_country,
1665 $self->ut_phonen('ship_daytime', $self->ship_country)
1666 || $self->ut_phonen('ship_night', $self->ship_country)
1667 || $self->ut_phonen('ship_fax', $self->ship_country)
1668 || $self->ut_zip('ship_zip', $self->ship_country)
1670 return $error if $error;
1672 return "Unit # is required."
1673 if $self->ship_address2 =~ /^\s*$/
1674 && $conf->exists('cust_main-require_address2');
1676 } else { # ship_ info eq billing info, so don't store dup info in database
1678 $self->setfield("ship_$_", '')
1679 foreach $self->addr_fields;
1681 return "Unit # is required."
1682 if $self->address2 =~ /^\s*$/
1683 && $conf->exists('cust_main-require_address2');
1687 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1688 # or return "Illegal payby: ". $self->payby;
1690 FS::payby->can_payby($self->table, $self->payby)
1691 or return "Illegal payby: ". $self->payby;
1693 $error = $self->ut_numbern('paystart_month')
1694 || $self->ut_numbern('paystart_year')
1695 || $self->ut_numbern('payissue')
1696 || $self->ut_textn('paytype')
1698 return $error if $error;
1700 if ( $self->payip eq '' ) {
1703 $error = $self->ut_ip('payip');
1704 return $error if $error;
1707 # If it is encrypted and the private key is not availaible then we can't
1708 # check the credit card.
1710 my $check_payinfo = 1;
1712 if ($self->is_encrypted($self->payinfo)) {
1716 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1718 my $payinfo = $self->payinfo;
1719 $payinfo =~ s/\D//g;
1720 $payinfo =~ /^(\d{13,16})$/
1721 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1723 $self->payinfo($payinfo);
1725 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1727 return gettext('unknown_card_type')
1728 if cardtype($self->payinfo) eq "Unknown";
1730 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1732 return 'Banned credit card: banned on '.
1733 time2str('%a %h %o at %r', $ban->_date).
1734 ' by '. $ban->otaker.
1735 ' (ban# '. $ban->bannum. ')';
1738 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1739 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1740 $self->paycvv =~ /^(\d{4})$/
1741 or return "CVV2 (CID) for American Express cards is four digits.";
1744 $self->paycvv =~ /^(\d{3})$/
1745 or return "CVV2 (CVC2/CID) is three digits.";
1752 my $cardtype = cardtype($payinfo);
1753 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1755 return "Start date or issue number is required for $cardtype cards"
1756 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1758 return "Start month must be between 1 and 12"
1759 if $self->paystart_month
1760 and $self->paystart_month < 1 || $self->paystart_month > 12;
1762 return "Start year must be 1990 or later"
1763 if $self->paystart_year
1764 and $self->paystart_year < 1990;
1766 return "Issue number must be beween 1 and 99"
1768 and $self->payissue < 1 || $self->payissue > 99;
1771 $self->paystart_month('');
1772 $self->paystart_year('');
1773 $self->payissue('');
1776 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1778 my $payinfo = $self->payinfo;
1779 $payinfo =~ s/[^\d\@]//g;
1780 if ( $conf->exists('echeck-nonus') ) {
1781 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1782 $payinfo = "$1\@$2";
1784 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1785 $payinfo = "$1\@$2";
1787 $self->payinfo($payinfo);
1790 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1792 return 'Banned ACH account: banned on '.
1793 time2str('%a %h %o at %r', $ban->_date).
1794 ' by '. $ban->otaker.
1795 ' (ban# '. $ban->bannum. ')';
1798 } elsif ( $self->payby eq 'LECB' ) {
1800 my $payinfo = $self->payinfo;
1801 $payinfo =~ s/\D//g;
1802 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1804 $self->payinfo($payinfo);
1807 } elsif ( $self->payby eq 'BILL' ) {
1809 $error = $self->ut_textn('payinfo');
1810 return "Illegal P.O. number: ". $self->payinfo if $error;
1813 } elsif ( $self->payby eq 'COMP' ) {
1815 my $curuser = $FS::CurrentUser::CurrentUser;
1816 if ( ! $self->custnum
1817 && ! $curuser->access_right('Complimentary customer')
1820 return "You are not permitted to create complimentary accounts."
1823 $error = $self->ut_textn('payinfo');
1824 return "Illegal comp account issuer: ". $self->payinfo if $error;
1827 } elsif ( $self->payby eq 'PREPAY' ) {
1829 my $payinfo = $self->payinfo;
1830 $payinfo =~ s/\W//g; #anything else would just confuse things
1831 $self->payinfo($payinfo);
1832 $error = $self->ut_alpha('payinfo');
1833 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1834 return "Unknown prepayment identifier"
1835 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1840 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1841 return "Expiration date required"
1842 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1846 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1847 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1848 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1849 ( $m, $y ) = ( $2, "19$1" );
1850 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $3, "20$2" );
1853 return "Illegal expiration date: ". $self->paydate;
1855 $self->paydate("$y-$m-01");
1856 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1857 return gettext('expired_card')
1859 && !$ignore_expired_card
1860 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1863 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1864 ( ! $conf->exists('require_cardname')
1865 || $self->payby !~ /^(CARD|DCRD)$/ )
1867 $self->payname( $self->first. " ". $self->getfield('last') );
1869 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1870 or return gettext('illegal_name'). " payname: ". $self->payname;
1874 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1875 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1879 $self->otaker(getotaker) unless $self->otaker;
1881 warn "$me check AFTER: \n". $self->_dump
1884 $self->SUPER::check;
1889 Returns a list of fields which have ship_ duplicates.
1894 qw( last first company
1895 address1 address2 city county state zip country
1900 =item has_ship_address
1902 Returns true if this customer record has a separate shipping address.
1906 sub has_ship_address {
1908 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1911 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1913 Returns all packages (see L<FS::cust_pkg>) for this customer.
1919 my $extra_qsearch = ref($_[0]) ? shift : {};
1921 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1924 if ( $self->{'_pkgnum'} ) {
1925 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1927 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1930 sort sort_packages @cust_pkg;
1935 Synonym for B<all_pkgs>.
1940 shift->all_pkgs(@_);
1945 Returns all locations (see L<FS::cust_location>) for this customer.
1951 qsearch('cust_location', { 'custnum' => $self->custnum } );
1954 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1956 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1960 sub ncancelled_pkgs {
1962 my $extra_qsearch = ref($_[0]) ? shift : {};
1964 return $self->num_ncancelled_pkgs unless wantarray;
1967 if ( $self->{'_pkgnum'} ) {
1969 warn "$me ncancelled_pkgs: returning cached objects"
1972 @cust_pkg = grep { ! $_->getfield('cancel') }
1973 values %{ $self->{'_pkgnum'}->cache };
1977 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1978 $self->custnum. "\n"
1981 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1983 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1987 sort sort_packages @cust_pkg;
1993 my $extra_qsearch = ref($_[0]) ? shift : {};
1995 $extra_qsearch->{'select'} ||= '*';
1996 $extra_qsearch->{'select'} .=
1997 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2001 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2006 'table' => 'cust_pkg',
2007 'hashref' => { 'custnum' => $self->custnum },
2012 # This should be generalized to use config options to determine order.
2015 if ( $a->get('cancel') xor $b->get('cancel') ) {
2016 return -1 if $b->get('cancel');
2017 return 1 if $a->get('cancel');
2018 #shouldn't get here...
2021 my $a_num_cust_svc = $a->num_cust_svc;
2022 my $b_num_cust_svc = $b->num_cust_svc;
2023 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2024 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2025 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2026 my @a_cust_svc = $a->cust_svc;
2027 my @b_cust_svc = $b->cust_svc;
2028 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2033 =item suspended_pkgs
2035 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2039 sub suspended_pkgs {
2041 grep { $_->susp } $self->ncancelled_pkgs;
2044 =item unflagged_suspended_pkgs
2046 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2047 customer (thouse packages without the `manual_flag' set).
2051 sub unflagged_suspended_pkgs {
2053 return $self->suspended_pkgs
2054 unless dbdef->table('cust_pkg')->column('manual_flag');
2055 grep { ! $_->manual_flag } $self->suspended_pkgs;
2058 =item unsuspended_pkgs
2060 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2065 sub unsuspended_pkgs {
2067 grep { ! $_->susp } $self->ncancelled_pkgs;
2070 =item next_bill_date
2072 Returns the next date this customer will be billed, as a UNIX timestamp, or
2073 undef if no active package has a next bill date.
2077 sub next_bill_date {
2079 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2082 =item num_cancelled_pkgs
2084 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2089 sub num_cancelled_pkgs {
2090 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2093 sub num_ncancelled_pkgs {
2094 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2098 my( $self ) = shift;
2099 my $sql = scalar(@_) ? shift : '';
2100 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2101 my $sth = dbh->prepare(
2102 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2103 ) or die dbh->errstr;
2104 $sth->execute($self->custnum) or die $sth->errstr;
2105 $sth->fetchrow_arrayref->[0];
2110 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2111 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2112 on success or a list of errors.
2118 grep { $_->unsuspend } $self->suspended_pkgs;
2123 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2125 Returns a list: an empty list on success or a list of errors.
2131 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2134 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2136 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2137 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2138 of a list of pkgparts; the hashref has the following keys:
2142 =item pkgparts - listref of pkgparts
2144 =item (other options are passed to the suspend method)
2149 Returns a list: an empty list on success or a list of errors.
2153 sub suspend_if_pkgpart {
2155 my (@pkgparts, %opt);
2156 if (ref($_[0]) eq 'HASH'){
2157 @pkgparts = @{$_[0]{pkgparts}};
2162 grep { $_->suspend(%opt) }
2163 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2164 $self->unsuspended_pkgs;
2167 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2169 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2170 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2171 instead of a list of pkgparts; the hashref has the following keys:
2175 =item pkgparts - listref of pkgparts
2177 =item (other options are passed to the suspend method)
2181 Returns a list: an empty list on success or a list of errors.
2185 sub suspend_unless_pkgpart {
2187 my (@pkgparts, %opt);
2188 if (ref($_[0]) eq 'HASH'){
2189 @pkgparts = @{$_[0]{pkgparts}};
2194 grep { $_->suspend(%opt) }
2195 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2196 $self->unsuspended_pkgs;
2199 =item cancel [ OPTION => VALUE ... ]
2201 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2203 Available options are:
2207 =item quiet - can be set true to supress email cancellation notices.
2209 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2211 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2213 =item nobill - can be set true to skip billing if it might otherwise be done.
2217 Always returns a list: an empty list on success or a list of errors.
2221 # nb that dates are not specified as valid options to this method
2224 my( $self, %opt ) = @_;
2226 warn "$me cancel called on customer ". $self->custnum. " with options ".
2227 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2230 return ( 'access denied' )
2231 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2233 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2235 #should try decryption (we might have the private key)
2236 # and if not maybe queue a job for the server that does?
2237 return ( "Can't (yet) ban encrypted credit cards" )
2238 if $self->is_encrypted($self->payinfo);
2240 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2241 my $error = $ban->insert;
2242 return ( $error ) if $error;
2246 my @pkgs = $self->ncancelled_pkgs;
2248 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2250 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2251 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2255 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2256 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2259 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2262 sub _banned_pay_hashref {
2273 'payby' => $payby2ban{$self->payby},
2274 'payinfo' => md5_base64($self->payinfo),
2275 #don't ever *search* on reason! #'reason' =>
2281 Returns all notes (see L<FS::cust_main_note>) for this customer.
2288 qsearch( 'cust_main_note',
2289 { 'custnum' => $self->custnum },
2291 'ORDER BY _DATE DESC'
2297 Returns the agent (see L<FS::agent>) for this customer.
2303 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2306 =item bill_and_collect
2308 Cancels and suspends any packages due, generates bills, applies payments and
2311 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2313 Options are passed as name-value pairs. Currently available options are:
2319 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2323 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2327 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2331 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2335 If set true, re-charges setup fees.
2339 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2343 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2344 options of those methods are also available.
2348 sub bill_and_collect {
2349 my( $self, %options ) = @_;
2351 #$options{actual_time} not $options{time} because freeside-daily -d is for
2352 #pre-printing invoices
2353 $self->cancel_expired_pkgs( $options{actual_time} );
2354 $self->suspend_adjourned_pkgs( $options{actual_time} );
2356 my $error = $self->bill( %options );
2357 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2359 $self->apply_payments_and_credits;
2361 unless ( $conf->exists('cancelled_cust-noevents')
2362 && ! $self->num_ncancelled_pkgs
2365 $error = $self->collect( %options );
2366 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2372 sub cancel_expired_pkgs {
2373 my ( $self, $time ) = @_;
2375 my @cancel_pkgs = $self->ncancelled_pkgs( {
2376 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2379 foreach my $cust_pkg ( @cancel_pkgs ) {
2380 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2381 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2382 'reason_otaker' => $cpr->otaker
2386 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2387 " for custnum ". $self->custnum. ": $error"
2393 sub suspend_adjourned_pkgs {
2394 my ( $self, $time ) = @_;
2396 my @susp_pkgs = $self->ncancelled_pkgs( {
2398 " AND ( susp IS NULL OR susp = 0 )
2399 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2400 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2405 #only because there's no SQL test for is_prepaid :/
2407 grep { ( $_->part_pkg->is_prepaid
2412 && $_->adjourn <= $time
2418 foreach my $cust_pkg ( @susp_pkgs ) {
2419 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2420 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2421 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2422 'reason_otaker' => $cpr->otaker
2427 warn "Error suspending package ". $cust_pkg->pkgnum.
2428 " for custnum ". $self->custnum. ": $error"
2436 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2437 conjunction with the collect method by calling B<bill_and_collect>.
2439 If there is an error, returns the error, otherwise returns false.
2441 Options are passed as name-value pairs. Currently available options are:
2447 If set true, re-charges setup fees.
2451 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2455 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2459 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2461 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2465 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2469 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2473 This boolean value informs the us that the package is being cancelled. This
2474 typically might mean not charging the normal recurring fee but only usage
2475 fees since the last billing. Setup charges may be charged. Not all package
2476 plans support this feature (they tend to charge 0).
2480 Options terms to be printed on this invocice. Otherwise, customer-specific
2481 terms or the default terms are used.
2488 my( $self, %options ) = @_;
2489 return '' if $self->payby eq 'COMP';
2490 warn "$me bill customer ". $self->custnum. "\n"
2493 my $time = $options{'time'} || time;
2494 my $invoice_time = $options{'invoice_time'} || $time;
2496 $options{'not_pkgpart'} ||= {};
2497 $options{'not_pkgpart'} = { map { $_ => 1 }
2498 split(/\s*,\s*/, $options{'not_pkgpart'})
2500 unless ref($options{'not_pkgpart'});
2502 local $SIG{HUP} = 'IGNORE';
2503 local $SIG{INT} = 'IGNORE';
2504 local $SIG{QUIT} = 'IGNORE';
2505 local $SIG{TERM} = 'IGNORE';
2506 local $SIG{TSTP} = 'IGNORE';
2507 local $SIG{PIPE} = 'IGNORE';
2509 my $oldAutoCommit = $FS::UID::AutoCommit;
2510 local $FS::UID::AutoCommit = 0;
2513 $self->select_for_update; #mutex
2515 my $error = $self->do_cust_event(
2516 'debug' => ( $options{'debug'} || 0 ),
2517 'time' => $invoice_time,
2518 'check_freq' => $options{'check_freq'},
2519 'stage' => 'pre-bill',
2522 $dbh->rollback if $oldAutoCommit;
2526 my @cust_bill_pkg = ();
2529 # find the packages which are due for billing, find out how much they are
2530 # & generate invoice database.
2533 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2535 my @precommit_hooks = ();
2537 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2538 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2540 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2542 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2544 #? to avoid use of uninitialized value errors... ?
2545 $cust_pkg->setfield('bill', '')
2546 unless defined($cust_pkg->bill);
2548 #my $part_pkg = $cust_pkg->part_pkg;
2550 my $real_pkgpart = $cust_pkg->pkgpart;
2551 my %hash = $cust_pkg->hash;
2553 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2555 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2558 $self->_make_lines( 'part_pkg' => $part_pkg,
2559 'cust_pkg' => $cust_pkg,
2560 'precommit_hooks' => \@precommit_hooks,
2561 'line_items' => \@cust_bill_pkg,
2562 'setup' => \$total_setup,
2563 'recur' => \$total_recur,
2564 'tax_matrix' => \%taxlisthash,
2566 'real_pkgpart' => $real_pkgpart,
2567 'options' => \%options,
2570 $dbh->rollback if $oldAutoCommit;
2574 } #foreach my $part_pkg
2576 } #foreach my $cust_pkg
2578 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2579 #but do commit any package date cycling that happened
2580 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2584 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2585 !$conf->exists('postal_invoice-recurring_only')
2589 my $postal_pkg = $self->charge_postal_fee();
2590 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2592 $dbh->rollback if $oldAutoCommit;
2593 return "can't charge postal invoice fee for customer ".
2594 $self->custnum. ": $postal_pkg";
2596 } elsif ( $postal_pkg ) {
2598 my $real_pkgpart = $postal_pkg->pkgpart;
2599 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2600 my %postal_options = %options;
2601 delete $postal_options{cancel};
2603 $self->_make_lines( 'part_pkg' => $part_pkg,
2604 'cust_pkg' => $postal_pkg,
2605 'precommit_hooks' => \@precommit_hooks,
2606 'line_items' => \@cust_bill_pkg,
2607 'setup' => \$total_setup,
2608 'recur' => \$total_recur,
2609 'tax_matrix' => \%taxlisthash,
2611 'real_pkgpart' => $real_pkgpart,
2612 'options' => \%postal_options,
2615 $dbh->rollback if $oldAutoCommit;
2624 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2626 # keys are tax names (as printed on invoices / itemdesc )
2627 # values are listrefs of taxlisthash keys (internal identifiers)
2630 # keys are taxlisthash keys (internal identifiers)
2631 # values are (cumulative) amounts
2634 # keys are taxlisthash keys (internal identifiers)
2635 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2636 my %tax_location = ();
2638 # keys are taxlisthash keys (internal identifiers)
2639 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2640 my %tax_rate_location = ();
2642 foreach my $tax ( keys %taxlisthash ) {
2643 my $tax_object = shift @{ $taxlisthash{$tax} };
2644 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2645 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2646 my $hashref_or_error =
2647 $tax_object->taxline( $taxlisthash{$tax},
2648 'custnum' => $self->custnum,
2649 'invoice_time' => $invoice_time
2651 unless ( ref($hashref_or_error) ) {
2652 $dbh->rollback if $oldAutoCommit;
2653 return $hashref_or_error;
2655 unshift @{ $taxlisthash{$tax} }, $tax_object;
2657 my $name = $hashref_or_error->{'name'};
2658 my $amount = $hashref_or_error->{'amount'};
2660 #warn "adding $amount as $name\n";
2661 $taxname{ $name } ||= [];
2662 push @{ $taxname{ $name } }, $tax;
2664 $tax{ $tax } += $amount;
2666 $tax_location{ $tax } ||= [];
2667 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2668 push @{ $tax_location{ $tax } },
2670 'taxnum' => $tax_object->taxnum,
2671 'taxtype' => ref($tax_object),
2672 'pkgnum' => $tax_object->get('pkgnum'),
2673 'locationnum' => $tax_object->get('locationnum'),
2674 'amount' => sprintf('%.2f', $amount ),
2678 $tax_rate_location{ $tax } ||= [];
2679 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2680 my $taxratelocationnum =
2681 $tax_object->tax_rate_location->taxratelocationnum;
2682 push @{ $tax_rate_location{ $tax } },
2684 'taxnum' => $tax_object->taxnum,
2685 'taxtype' => ref($tax_object),
2686 'amount' => sprintf('%.2f', $amount ),
2687 'locationtaxid' => $tax_object->location,
2688 'taxratelocationnum' => $taxratelocationnum,
2694 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2695 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2696 foreach my $tax ( keys %taxlisthash ) {
2697 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2698 next unless ref($_) eq 'FS::cust_bill_pkg';
2700 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2701 splice( @{ $_->_cust_tax_exempt_pkg } );
2705 #consolidate and create tax line items
2706 warn "consolidating and generating...\n" if $DEBUG > 2;
2707 foreach my $taxname ( keys %taxname ) {
2710 my @cust_bill_pkg_tax_location = ();
2711 my @cust_bill_pkg_tax_rate_location = ();
2712 warn "adding $taxname\n" if $DEBUG > 1;
2713 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2714 next if $seen{$taxitem}++;
2715 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2716 $tax += $tax{$taxitem};
2717 push @cust_bill_pkg_tax_location,
2718 map { new FS::cust_bill_pkg_tax_location $_ }
2719 @{ $tax_location{ $taxitem } };
2720 push @cust_bill_pkg_tax_rate_location,
2721 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2722 @{ $tax_rate_location{ $taxitem } };
2726 $tax = sprintf('%.2f', $tax );
2727 $total_setup = sprintf('%.2f', $total_setup+$tax );
2729 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2735 if ( $pkg_category and
2736 $conf->config('invoice_latexsummary') ||
2737 $conf->config('invoice_htmlsummary')
2741 my %hash = ( 'section' => $pkg_category->categoryname );
2742 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2746 push @cust_bill_pkg, new FS::cust_bill_pkg {
2752 'itemdesc' => $taxname,
2753 'display' => \@display,
2754 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2755 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2760 #add tax adjustments
2761 warn "adding tax adjustments...\n" if $DEBUG > 2;
2762 foreach my $cust_tax_adjustment (
2763 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2769 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2770 $total_setup = sprintf('%.2f', $total_setup+$tax );
2772 my $itemdesc = $cust_tax_adjustment->taxname;
2773 $itemdesc = '' if $itemdesc eq 'Tax';
2775 push @cust_bill_pkg, new FS::cust_bill_pkg {
2781 'itemdesc' => $itemdesc,
2782 'itemcomment' => $cust_tax_adjustment->comment,
2783 'cust_tax_adjustment' => $cust_tax_adjustment,
2784 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2789 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2791 my @cust_bill = $self->cust_bill;
2792 my $balance = $self->balance;
2793 my $previous_balance = scalar(@cust_bill)
2794 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2797 $previous_balance += $cust_bill[$#cust_bill]->charged
2798 if scalar(@cust_bill);
2799 #my $balance_adjustments =
2800 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2802 #create the new invoice
2803 my $cust_bill = new FS::cust_bill ( {
2804 'custnum' => $self->custnum,
2805 '_date' => ( $invoice_time ),
2806 'charged' => $charged,
2807 'billing_balance' => $balance,
2808 'previous_balance' => $previous_balance,
2809 'invoice_terms' => $options{'invoice_terms'},
2811 $error = $cust_bill->insert;
2813 $dbh->rollback if $oldAutoCommit;
2814 return "can't create invoice for customer #". $self->custnum. ": $error";
2817 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2818 $cust_bill_pkg->invnum($cust_bill->invnum);
2819 my $error = $cust_bill_pkg->insert;
2821 $dbh->rollback if $oldAutoCommit;
2822 return "can't create invoice line item: $error";
2827 foreach my $hook ( @precommit_hooks ) {
2829 &{$hook}; #($self) ?
2832 $dbh->rollback if $oldAutoCommit;
2833 return "$@ running precommit hook $hook\n";
2837 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2843 my ($self, %params) = @_;
2845 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2846 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2847 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2848 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2849 my $total_setup = $params{setup} or die "no setup accumulator specified";
2850 my $total_recur = $params{recur} or die "no recur accumulator specified";
2851 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2852 my $time = $params{'time'} or die "no time specified";
2853 my (%options) = %{$params{options}};
2856 my $real_pkgpart = $params{real_pkgpart};
2857 my %hash = $cust_pkg->hash;
2858 my $old_cust_pkg = new FS::cust_pkg \%hash;
2864 $cust_pkg->pkgpart($part_pkg->pkgpart);
2872 if ( $options{'resetup'}
2873 || ( ! $cust_pkg->setup
2874 && ( ! $cust_pkg->start_date
2875 || $cust_pkg->start_date <= $time
2877 && ( ! $conf->exists('disable_setup_suspended_pkgs')
2878 || ( $conf->exists('disable_setup_suspended_pkgs') &&
2879 ! $cust_pkg->getfield('susp')
2886 warn " bill setup\n" if $DEBUG > 1;
2889 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2890 return "$@ running calc_setup for $cust_pkg\n"
2893 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2895 $cust_pkg->setfield('setup', $time)
2896 unless $cust_pkg->setup;
2897 #do need it, but it won't get written to the db
2898 #|| $cust_pkg->pkgpart != $real_pkgpart;
2900 $cust_pkg->setfield('start_date', '')
2901 if $cust_pkg->start_date;
2906 # bill recurring fee
2909 #XXX unit stuff here too
2913 if ( ! $cust_pkg->get('susp')
2914 and ! $cust_pkg->get('start_date')
2915 and ( $part_pkg->getfield('freq') ne '0'
2916 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2918 || ( $part_pkg->plan eq 'voip_cdr'
2919 && $part_pkg->option('bill_every_call')
2921 || ( $options{cancel} )
2924 # XXX should this be a package event? probably. events are called
2925 # at collection time at the moment, though...
2926 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2927 if $part_pkg->can('reset_usage');
2928 #don't want to reset usage just cause we want a line item??
2929 #&& $part_pkg->pkgpart == $real_pkgpart;
2931 warn " bill recur\n" if $DEBUG > 1;
2934 # XXX shared with $recur_prog
2935 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
2939 #over two params! lets at least switch to a hashref for the rest...
2940 my $increment_next_bill = ( $part_pkg->freq ne '0'
2941 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2942 && !$options{cancel}
2944 my %param = ( 'precommit_hooks' => $precommit_hooks,
2945 'increment_next_bill' => $increment_next_bill,
2948 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
2949 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
2950 return "$@ running $method for $cust_pkg\n"
2953 if ( $increment_next_bill ) {
2955 my $next_bill = $part_pkg->add_freq($sdate);
2956 return "unparsable frequency: ". $part_pkg->freq
2957 if $next_bill == -1;
2959 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2960 # only for figuring next bill date, nothing else, so, reset $sdate again
2962 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2963 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2964 $cust_pkg->last_bill($sdate);
2966 $cust_pkg->setfield('bill', $next_bill );
2972 warn "\$setup is undefined" unless defined($setup);
2973 warn "\$recur is undefined" unless defined($recur);
2974 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2977 # If there's line items, create em cust_bill_pkg records
2978 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2983 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2984 # hmm.. and if just the options are modified in some weird price plan?
2986 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2989 my $error = $cust_pkg->replace( $old_cust_pkg,
2990 'options' => { $cust_pkg->options },
2992 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2993 if $error; #just in case
2996 $setup = sprintf( "%.2f", $setup );
2997 $recur = sprintf( "%.2f", $recur );
2998 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2999 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3001 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3002 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3005 if ( $setup != 0 || $recur != 0 ) {
3007 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3010 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3012 warn " adding customer package invoice detail: $_\n"
3013 foreach @cust_pkg_detail;
3015 push @details, @cust_pkg_detail;
3017 my $cust_bill_pkg = new FS::cust_bill_pkg {
3018 'pkgnum' => $cust_pkg->pkgnum,
3020 'unitsetup' => $unitsetup,
3022 'unitrecur' => $unitrecur,
3023 'quantity' => $cust_pkg->quantity,
3024 'details' => \@details,
3025 'hidden' => $part_pkg->hidden,
3028 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3029 $cust_bill_pkg->sdate( $hash{last_bill} );
3030 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3031 $cust_bill_pkg->edate( $time ) if $options{cancel};
3032 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3033 $cust_bill_pkg->sdate( $sdate );
3034 $cust_bill_pkg->edate( $cust_pkg->bill );
3035 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3038 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3039 unless $part_pkg->pkgpart == $real_pkgpart;
3041 $$total_setup += $setup;
3042 $$total_recur += $recur;
3049 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3050 return $error if $error;
3052 push @$cust_bill_pkgs, $cust_bill_pkg;
3054 } #if $setup != 0 || $recur != 0
3064 my $part_pkg = shift;
3065 my $taxlisthash = shift;
3066 my $cust_bill_pkg = shift;
3067 my $cust_pkg = shift;
3068 my $invoice_time = shift;
3069 my $real_pkgpart = shift;
3070 my $options = shift;
3072 my %cust_bill_pkg = ();
3076 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3077 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3078 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3079 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3081 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3083 if ( $conf->exists('enable_taxproducts')
3084 && ( scalar($part_pkg->part_pkg_taxoverride)
3085 || $part_pkg->has_taxproduct
3090 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3091 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3094 foreach my $class (@classes) {
3095 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3096 return $err_or_ref unless ref($err_or_ref);
3097 $taxes{$class} = $err_or_ref;
3100 unless (exists $taxes{''}) {
3101 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3102 return $err_or_ref unless ref($err_or_ref);
3103 $taxes{''} = $err_or_ref;
3108 my @loc_keys = qw( city county state country );
3110 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3111 my $cust_location = $cust_pkg->cust_location;
3112 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3115 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3118 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3121 $taxhash{'taxclass'} = $part_pkg->taxclass;
3123 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3125 my %taxhash_elim = %taxhash;
3127 my @elim = qw( taxclass city county state );
3128 while ( !scalar(@taxes) && scalar(@elim) ) {
3129 $taxhash_elim{ shift(@elim) } = '';
3130 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3133 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3135 if $self->cust_main_exemption; #just to be safe
3137 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3139 $_->set('pkgnum', $cust_pkg->pkgnum );
3140 $_->set('locationnum', $cust_pkg->locationnum );
3144 $taxes{''} = [ @taxes ];
3145 $taxes{'setup'} = [ @taxes ];
3146 $taxes{'recur'} = [ @taxes ];
3147 $taxes{$_} = [ @taxes ] foreach (@classes);
3149 # # maybe eliminate this entirely, along with all the 0% records
3150 # unless ( @taxes ) {
3152 # "fatal: can't find tax rate for state/county/country/taxclass ".
3153 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3156 } #if $conf->exists('enable_taxproducts') ...
3161 my $separate = $conf->exists('separate_usage');
3162 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3163 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3165 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3166 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3167 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3170 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3171 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3173 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3174 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3176 push @display, new FS::cust_bill_pkg_display
3179 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3183 if ($separate && $section && $summary) {
3184 push @display, new FS::cust_bill_pkg_display { type => 'U',
3189 if ($usage_mandate || $section && $summary) {
3190 $hash{post_total} = 'Y';
3193 $hash{section} = $section if ($separate || $usage_mandate);
3194 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3197 $cust_bill_pkg->set('display', \@display);
3199 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3200 foreach my $key (keys %tax_cust_bill_pkg) {
3201 my @taxes = @{ $taxes{$key} || [] };
3202 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3204 my %localtaxlisthash = ();
3205 foreach my $tax ( @taxes ) {
3207 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3208 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3209 # ' locationnum'. $cust_pkg->locationnum
3210 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3212 $taxlisthash->{ $taxname } ||= [ $tax ];
3213 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3215 $localtaxlisthash{ $taxname } ||= [ $tax ];
3216 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3220 warn "finding taxed taxes...\n" if $DEBUG > 2;
3221 foreach my $tax ( keys %localtaxlisthash ) {
3222 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3223 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3225 next unless $tax_object->can('tax_on_tax');
3227 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3228 my $totname = ref( $tot ). ' '. $tot->taxnum;
3230 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3232 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3234 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3235 my $hashref_or_error =
3236 $tax_object->taxline( $localtaxlisthash{$tax},
3237 'custnum' => $self->custnum,
3238 'invoice_time' => $invoice_time,
3240 return $hashref_or_error
3241 unless ref($hashref_or_error);
3243 $taxlisthash->{ $totname } ||= [ $tot ];
3244 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3256 my $part_pkg = shift;
3260 my $geocode = $self->geocode('cch');
3262 my @taxclassnums = map { $_->taxclassnum }
3263 $part_pkg->part_pkg_taxoverride($class);
3265 unless (@taxclassnums) {
3266 @taxclassnums = map { $_->taxclassnum }
3267 grep { $_->taxable eq 'Y' }
3268 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3270 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3275 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3277 @taxes = qsearch({ 'table' => 'tax_rate',
3278 'hashref' => { 'geocode' => $geocode, },
3279 'extra_sql' => $extra_sql,
3281 if scalar(@taxclassnums);
3283 warn "Found taxes ".
3284 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3291 =item collect [ HASHREF | OPTION => VALUE ... ]
3293 (Attempt to) collect money for this customer's outstanding invoices (see
3294 L<FS::cust_bill>). Usually used after the bill method.
3296 Actions are now triggered by billing events; see L<FS::part_event> and the
3297 billing events web interface. Old-style invoice events (see
3298 L<FS::part_bill_event>) have been deprecated.
3300 If there is an error, returns the error, otherwise returns false.
3302 Options are passed as name-value pairs.
3304 Currently available options are:
3310 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.
3314 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3318 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3322 set true to surpress email card/ACH decline notices.
3326 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)
3332 # allows for one time override of normal customer billing method
3337 my( $self, %options ) = @_;
3338 my $invoice_time = $options{'invoice_time'} || time;
3341 local $SIG{HUP} = 'IGNORE';
3342 local $SIG{INT} = 'IGNORE';
3343 local $SIG{QUIT} = 'IGNORE';
3344 local $SIG{TERM} = 'IGNORE';
3345 local $SIG{TSTP} = 'IGNORE';
3346 local $SIG{PIPE} = 'IGNORE';
3348 my $oldAutoCommit = $FS::UID::AutoCommit;
3349 local $FS::UID::AutoCommit = 0;
3352 $self->select_for_update; #mutex
3355 my $balance = $self->balance;
3356 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3359 if ( exists($options{'retry_card'}) ) {
3360 carp 'retry_card option passed to collect is deprecated; use retry';
3361 $options{'retry'} ||= $options{'retry_card'};
3363 if ( exists($options{'retry'}) && $options{'retry'} ) {
3364 my $error = $self->retry_realtime;
3366 $dbh->rollback if $oldAutoCommit;
3371 my $error = $self->do_cust_event(
3372 'debug' => ( $options{'debug'} || 0 ),
3373 'time' => $invoice_time,
3374 'check_freq' => $options{'check_freq'},
3375 'stage' => 'collect',
3378 $dbh->rollback if $oldAutoCommit;
3382 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3387 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3389 Runs billing events; see L<FS::part_event> and the billing events web
3392 If there is an error, returns the error, otherwise returns false.
3394 Options are passed as name-value pairs.
3396 Currently available options are:
3402 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.
3406 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3410 "collect" (the default) or "pre-bill"
3414 set true to surpress email card/ACH decline notices.
3418 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)
3424 # allows for one time override of normal customer billing method
3428 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3431 my( $self, %options ) = @_;
3432 my $time = $options{'time'} || time;
3435 local $SIG{HUP} = 'IGNORE';
3436 local $SIG{INT} = 'IGNORE';
3437 local $SIG{QUIT} = 'IGNORE';
3438 local $SIG{TERM} = 'IGNORE';
3439 local $SIG{TSTP} = 'IGNORE';
3440 local $SIG{PIPE} = 'IGNORE';
3442 my $oldAutoCommit = $FS::UID::AutoCommit;
3443 local $FS::UID::AutoCommit = 0;
3446 $self->select_for_update; #mutex
3449 my $balance = $self->balance;
3450 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3453 # if ( exists($options{'retry_card'}) ) {
3454 # carp 'retry_card option passed to collect is deprecated; use retry';
3455 # $options{'retry'} ||= $options{'retry_card'};
3457 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3458 # my $error = $self->retry_realtime;
3460 # $dbh->rollback if $oldAutoCommit;
3465 # false laziness w/pay_batch::import_results
3467 my $due_cust_event = $self->due_cust_event(
3468 'debug' => ( $options{'debug'} || 0 ),
3470 'check_freq' => $options{'check_freq'},
3471 'stage' => ( $options{'stage'} || 'collect' ),
3473 unless( ref($due_cust_event) ) {
3474 $dbh->rollback if $oldAutoCommit;
3475 return $due_cust_event;
3478 foreach my $cust_event ( @$due_cust_event ) {
3482 #re-eval event conditions (a previous event could have changed things)
3483 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3484 #don't leave stray "new/locked" records around
3485 my $error = $cust_event->delete;
3487 #gah, even with transactions
3488 $dbh->commit if $oldAutoCommit; #well.
3495 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3496 warn " running cust_event ". $cust_event->eventnum. "\n"
3500 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3501 if ( my $error = $cust_event->do_event() ) {
3502 #XXX wtf is this? figure out a proper dealio with return value
3504 # gah, even with transactions.
3505 $dbh->commit if $oldAutoCommit; #well.
3512 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3517 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3519 Inserts database records for and returns an ordered listref of new events due
3520 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3521 events are due, an empty listref is returned. If there is an error, returns a
3522 scalar error message.
3524 To actually run the events, call each event's test_condition method, and if
3525 still true, call the event's do_event method.
3527 Options are passed as a hashref or as a list of name-value pairs. Available
3534 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3538 "collect" (the default) or "pre-bill"
3542 "Current time" for the events.
3546 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3550 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3554 Explicitly pass the objects to be tested (typically used with eventtable).
3558 Set to true to return the objects, but not actually insert them into the
3565 sub due_cust_event {
3567 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3570 #my $DEBUG = $opt{'debug'}
3571 local($DEBUG) = $opt{'debug'}
3572 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3574 warn "$me due_cust_event called with options ".
3575 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3578 $opt{'time'} ||= time;
3580 local $SIG{HUP} = 'IGNORE';
3581 local $SIG{INT} = 'IGNORE';
3582 local $SIG{QUIT} = 'IGNORE';
3583 local $SIG{TERM} = 'IGNORE';
3584 local $SIG{TSTP} = 'IGNORE';
3585 local $SIG{PIPE} = 'IGNORE';
3587 my $oldAutoCommit = $FS::UID::AutoCommit;
3588 local $FS::UID::AutoCommit = 0;
3591 $self->select_for_update #mutex
3592 unless $opt{testonly};
3595 # find possible events (initial search)
3598 my @cust_event = ();
3600 my @eventtable = $opt{'eventtable'}
3601 ? ( $opt{'eventtable'} )
3602 : FS::part_event->eventtables_runorder;
3604 foreach my $eventtable ( @eventtable ) {
3607 if ( $opt{'objects'} ) {
3609 @objects = @{ $opt{'objects'} };
3613 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3614 @objects = ( $eventtable eq 'cust_main' )
3616 : ( $self->$eventtable() );
3620 my @e_cust_event = ();
3622 my $cross = "CROSS JOIN $eventtable";
3623 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3624 unless $eventtable eq 'cust_main';
3626 foreach my $object ( @objects ) {
3628 #this first search uses the condition_sql magic for optimization.
3629 #the more possible events we can eliminate in this step the better
3631 my $cross_where = '';
3632 my $pkey = $object->primary_key;
3633 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3635 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3637 FS::part_event_condition->where_conditions_sql( $eventtable,
3638 'time'=>$opt{'time'}
3640 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3642 $extra_sql = "AND $extra_sql" if $extra_sql;
3644 #here is the agent virtualization
3645 $extra_sql .= " AND ( part_event.agentnum IS NULL
3646 OR part_event.agentnum = ". $self->agentnum. ' )';
3648 $extra_sql .= " $order";
3650 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3651 if $opt{'debug'} > 2;
3652 my @part_event = qsearch( {
3653 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3654 'select' => 'part_event.*',
3655 'table' => 'part_event',
3656 'addl_from' => "$cross $join",
3657 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3658 'eventtable' => $eventtable,
3661 'extra_sql' => "AND $cross_where $extra_sql",
3665 my $pkey = $object->primary_key;
3666 warn " ". scalar(@part_event).
3667 " possible events found for $eventtable ". $object->$pkey(). "\n";
3670 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3674 warn " ". scalar(@e_cust_event).
3675 " subtotal possible cust events found for $eventtable\n"
3678 push @cust_event, @e_cust_event;
3682 warn " ". scalar(@cust_event).
3683 " total possible cust events found in initial search\n"
3691 $opt{stage} ||= 'collect';
3693 grep { my $stage = $_->part_event->event_stage;
3694 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3704 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3705 'stats_hashref' => \%unsat ),
3708 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3711 warn " invalid conditions not eliminated with condition_sql:\n".
3712 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3719 unless( $opt{testonly} ) {
3720 foreach my $cust_event ( @cust_event ) {
3722 my $error = $cust_event->insert();
3724 $dbh->rollback if $oldAutoCommit;
3731 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3737 warn " returning events: ". Dumper(@cust_event). "\n"
3744 =item retry_realtime
3746 Schedules realtime / batch credit card / electronic check / LEC billing
3747 events for for retry. Useful if card information has changed or manual
3748 retry is desired. The 'collect' method must be called to actually retry
3751 Implementation details: For either this customer, or for each of this
3752 customer's open invoices, changes the status of the first "done" (with
3753 statustext error) realtime processing event to "failed".
3757 sub retry_realtime {
3760 local $SIG{HUP} = 'IGNORE';
3761 local $SIG{INT} = 'IGNORE';
3762 local $SIG{QUIT} = 'IGNORE';
3763 local $SIG{TERM} = 'IGNORE';
3764 local $SIG{TSTP} = 'IGNORE';
3765 local $SIG{PIPE} = 'IGNORE';
3767 my $oldAutoCommit = $FS::UID::AutoCommit;
3768 local $FS::UID::AutoCommit = 0;
3771 #a little false laziness w/due_cust_event (not too bad, really)
3773 my $join = FS::part_event_condition->join_conditions_sql;
3774 my $order = FS::part_event_condition->order_conditions_sql;
3777 . join ( ' OR ' , map {
3778 "( part_event.eventtable = " . dbh->quote($_)
3779 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3780 } FS::part_event->eventtables)
3783 #here is the agent virtualization
3784 my $agent_virt = " ( part_event.agentnum IS NULL
3785 OR part_event.agentnum = ". $self->agentnum. ' )';
3787 #XXX this shouldn't be hardcoded, actions should declare it...
3788 my @realtime_events = qw(
3789 cust_bill_realtime_card
3790 cust_bill_realtime_check
3791 cust_bill_realtime_lec
3795 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3800 my @cust_event = qsearchs({
3801 'table' => 'cust_event',
3802 'select' => 'cust_event.*',
3803 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3804 'hashref' => { 'status' => 'done' },
3805 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3806 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3809 my %seen_invnum = ();
3810 foreach my $cust_event (@cust_event) {
3812 #max one for the customer, one for each open invoice
3813 my $cust_X = $cust_event->cust_X;
3814 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3818 or $cust_event->part_event->eventtable eq 'cust_bill'
3821 my $error = $cust_event->retry;
3823 $dbh->rollback if $oldAutoCommit;
3824 return "error scheduling event for retry: $error";
3829 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3834 # some horrid false laziness here to avoid refactor fallout
3835 # eventually realtime realtime_bop and realtime_refund_bop should go
3836 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3838 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3840 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3841 via a Business::OnlinePayment realtime gateway. See
3842 L<http://420.am/business-onlinepayment> for supported gateways.
3844 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3846 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3848 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3849 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3850 if set, will override the value from the customer record.
3852 I<description> is a free-text field passed to the gateway. It defaults to
3853 "Internet services".
3855 If an I<invnum> is specified, this payment (if successful) is applied to the
3856 specified invoice. If you don't specify an I<invnum> you might want to
3857 call the B<apply_payments> method or set the I<apply> option.
3859 I<apply> can be set to true to apply a resulting payment.
3861 I<quiet> can be set true to surpress email decline notices.
3863 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3864 resulting paynum, if any.
3866 I<payunique> is a unique identifier for this payment.
3868 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3875 return $self->_new_realtime_bop(@_)
3876 if $self->_new_bop_required();
3878 my($method, $amount);
3880 if (ref($_[0]) eq 'HASH') {
3881 %options = %{$_[0]};
3882 $method = $options{method};
3883 $amount = $options{amount};
3885 ( $method, $amount ) = ( shift, shift );
3889 warn "$me realtime_bop: $method $amount\n";
3890 warn " $_ => $options{$_}\n" foreach keys %options;
3893 $options{'description'} ||= 'Internet services';
3895 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3897 eval "use Business::OnlinePayment";
3900 my $payinfo = exists($options{'payinfo'})
3901 ? $options{'payinfo'}
3904 my %method2payby = (
3911 # check for banned credit card/ACH
3914 my $ban = qsearchs('banned_pay', {
3915 'payby' => $method2payby{$method},
3916 'payinfo' => md5_base64($payinfo),
3918 return "Banned credit card" if $ban;
3921 # set taxclass and trans_is_recur based on invnum if there is one
3925 my $trans_is_recur = 0;
3926 if ( $options{'invnum'} ) {
3928 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3929 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3932 map { $_->part_pkg }
3934 map { $_->cust_pkg }
3935 $cust_bill->cust_bill_pkg;
3937 my @taxclasses = map $_->taxclass, @part_pkg;
3938 $taxclass = $taxclasses[0]
3939 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
3940 #different taxclasses
3942 if grep { $_->freq ne '0' } @part_pkg;
3950 #look for an agent gateway override first
3952 if ( $method eq 'CC' ) {
3953 $cardtype = cardtype($payinfo);
3954 } elsif ( $method eq 'ECHECK' ) {
3957 $cardtype = $method;
3961 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3962 cardtype => $cardtype,
3963 taxclass => $taxclass, } )
3964 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3966 taxclass => $taxclass, } )
3967 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3968 cardtype => $cardtype,
3970 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3972 taxclass => '', } );
3974 my $payment_gateway = '';
3975 my( $processor, $login, $password, $action, @bop_options );
3976 if ( $override ) { #use a payment gateway override
3978 $payment_gateway = $override->payment_gateway;
3980 $processor = $payment_gateway->gateway_module;
3981 $login = $payment_gateway->gateway_username;
3982 $password = $payment_gateway->gateway_password;
3983 $action = $payment_gateway->gateway_action;
3984 @bop_options = $payment_gateway->options;
3986 } else { #use the standard settings from the config
3988 ( $processor, $login, $password, $action, @bop_options ) =
3989 $self->default_payment_gateway($method);
3997 my $address = exists($options{'address1'})
3998 ? $options{'address1'}
4000 my $address2 = exists($options{'address2'})
4001 ? $options{'address2'}
4003 $address .= ", ". $address2 if length($address2);
4005 my $o_payname = exists($options{'payname'})
4006 ? $options{'payname'}
4008 my($payname, $payfirst, $paylast);
4009 if ( $o_payname && $method ne 'ECHECK' ) {
4010 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4011 or return "Illegal payname $payname";
4012 ($payfirst, $paylast) = ($1, $2);
4014 $payfirst = $self->getfield('first');
4015 $paylast = $self->getfield('last');
4016 $payname = "$payfirst $paylast";
4019 my @invoicing_list = $self->invoicing_list_emailonly;
4020 if ( $conf->exists('emailinvoiceautoalways')
4021 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4022 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4023 push @invoicing_list, $self->all_emails;
4026 my $email = ($conf->exists('business-onlinepayment-email-override'))
4027 ? $conf->config('business-onlinepayment-email-override')
4028 : $invoicing_list[0];
4032 my $payip = exists($options{'payip'})
4035 $content{customer_ip} = $payip
4038 $content{invoice_number} = $options{'invnum'}
4039 if exists($options{'invnum'}) && length($options{'invnum'});
4041 $content{email_customer} =
4042 ( $conf->exists('business-onlinepayment-email_customer')
4043 || $conf->exists('business-onlinepayment-email-override') );
4046 if ( $method eq 'CC' ) {
4048 $content{card_number} = $payinfo;
4049 $paydate = exists($options{'paydate'})
4050 ? $options{'paydate'}
4052 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4053 $content{expiration} = "$2/$1";
4055 my $paycvv = exists($options{'paycvv'})
4056 ? $options{'paycvv'}
4058 $content{cvv2} = $paycvv
4061 my $paystart_month = exists($options{'paystart_month'})
4062 ? $options{'paystart_month'}
4063 : $self->paystart_month;
4065 my $paystart_year = exists($options{'paystart_year'})
4066 ? $options{'paystart_year'}
4067 : $self->paystart_year;
4069 $content{card_start} = "$paystart_month/$paystart_year"
4070 if $paystart_month && $paystart_year;
4072 my $payissue = exists($options{'payissue'})
4073 ? $options{'payissue'}
4075 $content{issue_number} = $payissue if $payissue;
4077 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4078 'trans_is_recur' => $trans_is_recur,
4082 $content{recurring_billing} = 'YES';
4083 $content{acct_code} = 'rebill'
4084 if $conf->exists('credit_card-recurring_billing_acct_code');
4087 } elsif ( $method eq 'ECHECK' ) {
4088 ( $content{account_number}, $content{routing_code} ) =
4089 split('@', $payinfo);
4090 $content{bank_name} = $o_payname;
4091 $content{bank_state} = exists($options{'paystate'})
4092 ? $options{'paystate'}
4093 : $self->getfield('paystate');
4094 $content{account_type} = exists($options{'paytype'})
4095 ? uc($options{'paytype'}) || 'CHECKING'
4096 : uc($self->getfield('paytype')) || 'CHECKING';
4097 $content{account_name} = $payname;
4098 $content{customer_org} = $self->company ? 'B' : 'I';
4099 $content{state_id} = exists($options{'stateid'})
4100 ? $options{'stateid'}
4101 : $self->getfield('stateid');
4102 $content{state_id_state} = exists($options{'stateid_state'})
4103 ? $options{'stateid_state'}
4104 : $self->getfield('stateid_state');
4105 $content{customer_ssn} = exists($options{'ss'})
4108 } elsif ( $method eq 'LEC' ) {
4109 $content{phone} = $payinfo;
4113 # run transaction(s)
4116 my $balance = exists( $options{'balance'} )
4117 ? $options{'balance'}
4120 $self->select_for_update; #mutex ... just until we get our pending record in
4122 #the checks here are intended to catch concurrent payments
4123 #double-form-submission prevention is taken care of in cust_pay_pending::check
4126 return "The customer's balance has changed; $method transaction aborted."
4127 if $self->balance < $balance;
4128 #&& $self->balance < $amount; #might as well anyway?
4130 #also check and make sure there aren't *other* pending payments for this cust
4132 my @pending = qsearch('cust_pay_pending', {
4133 'custnum' => $self->custnum,
4134 'status' => { op=>'!=', value=>'done' }
4136 return "A payment is already being processed for this customer (".
4137 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4138 "); $method transaction aborted."
4139 if scalar(@pending);
4141 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4143 my $cust_pay_pending = new FS::cust_pay_pending {
4144 'custnum' => $self->custnum,
4145 #'invnum' => $options{'invnum'},
4148 'payby' => $method2payby{$method},
4149 'payinfo' => $payinfo,
4150 'paydate' => $paydate,
4151 'recurring_billing' => $content{recurring_billing},
4152 'pkgnum' => $options{'pkgnum'},
4154 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4156 $cust_pay_pending->payunique( $options{payunique} )
4157 if defined($options{payunique}) && length($options{payunique});
4158 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4159 return $cpp_new_err if $cpp_new_err;
4161 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4163 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4164 $transaction->content(
4167 'password' => $password,
4168 'action' => $action1,
4169 'description' => $options{'description'},
4170 'amount' => $amount,
4171 #'invoice_number' => $options{'invnum'},
4172 'customer_id' => $self->custnum,
4173 'last_name' => $paylast,
4174 'first_name' => $payfirst,
4176 'address' => $address,
4177 'city' => ( exists($options{'city'})
4180 'state' => ( exists($options{'state'})
4183 'zip' => ( exists($options{'zip'})
4186 'country' => ( exists($options{'country'})
4187 ? $options{'country'}
4189 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4191 'phone' => $self->daytime || $self->night,
4195 $cust_pay_pending->status('pending');
4196 my $cpp_pending_err = $cust_pay_pending->replace;
4197 return $cpp_pending_err if $cpp_pending_err;
4200 my $BOP_TESTING = 0;
4201 my $BOP_TESTING_SUCCESS = 1;
4203 unless ( $BOP_TESTING ) {
4204 $transaction->submit();
4206 if ( $BOP_TESTING_SUCCESS ) {
4207 $transaction->is_success(1);
4208 $transaction->authorization('fake auth');
4210 $transaction->is_success(0);
4211 $transaction->error_message('fake failure');
4215 if ( $transaction->is_success() && $action2 ) {
4217 $cust_pay_pending->status('authorized');
4218 my $cpp_authorized_err = $cust_pay_pending->replace;
4219 return $cpp_authorized_err if $cpp_authorized_err;
4221 my $auth = $transaction->authorization;
4222 my $ordernum = $transaction->can('order_number')
4223 ? $transaction->order_number
4227 new Business::OnlinePayment( $processor, @bop_options );
4234 password => $password,
4235 order_number => $ordernum,
4237 authorization => $auth,
4238 description => $options{'description'},
4241 foreach my $field (qw( authorization_source_code returned_ACI
4242 transaction_identifier validation_code
4243 transaction_sequence_num local_transaction_date
4244 local_transaction_time AVS_result_code )) {
4245 $capture{$field} = $transaction->$field() if $transaction->can($field);
4248 $capture->content( %capture );
4252 unless ( $capture->is_success ) {
4253 my $e = "Authorization successful but capture failed, custnum #".
4254 $self->custnum. ': '. $capture->result_code.
4255 ": ". $capture->error_message;
4262 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4263 my $cpp_captured_err = $cust_pay_pending->replace;
4264 return $cpp_captured_err if $cpp_captured_err;
4267 # remove paycvv after initial transaction
4270 #false laziness w/misc/process/payment.cgi - check both to make sure working
4272 if ( defined $self->dbdef_table->column('paycvv')
4273 && length($self->paycvv)
4274 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4276 my $error = $self->remove_cvv;
4278 warn "WARNING: error removing cvv: $error\n";
4286 if ( $transaction->is_success() ) {
4289 if ( $payment_gateway ) { # agent override
4290 $paybatch = $payment_gateway->gatewaynum. '-';
4293 $paybatch .= "$processor:". $transaction->authorization;
4295 $paybatch .= ':'. $transaction->order_number
4296 if $transaction->can('order_number')
4297 && length($transaction->order_number);
4299 my $cust_pay = new FS::cust_pay ( {
4300 'custnum' => $self->custnum,
4301 'invnum' => $options{'invnum'},
4304 'payby' => $method2payby{$method},
4305 'payinfo' => $payinfo,
4306 'paybatch' => $paybatch,
4307 'paydate' => $paydate,
4308 'pkgnum' => $options{'pkgnum'},
4310 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4311 $cust_pay->payunique( $options{payunique} )
4312 if defined($options{payunique}) && length($options{payunique});
4314 my $oldAutoCommit = $FS::UID::AutoCommit;
4315 local $FS::UID::AutoCommit = 0;
4318 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4320 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4323 $cust_pay->invnum(''); #try again with no specific invnum
4324 my $error2 = $cust_pay->insert( $options{'manual'} ?
4325 ( 'manual' => 1 ) : ()
4328 # gah. but at least we have a record of the state we had to abort in
4329 # from cust_pay_pending now.
4330 my $e = "WARNING: $method captured but payment not recorded - ".
4331 "error inserting payment ($processor): $error2".
4332 " (previously tried insert with invnum #$options{'invnum'}" .
4333 ": $error ) - pending payment saved as paypendingnum ".
4334 $cust_pay_pending->paypendingnum. "\n";
4340 if ( $options{'paynum_ref'} ) {
4341 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4344 $cust_pay_pending->status('done');
4345 $cust_pay_pending->statustext('captured');
4346 $cust_pay_pending->paynum($cust_pay->paynum);
4347 my $cpp_done_err = $cust_pay_pending->replace;
4349 if ( $cpp_done_err ) {
4351 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4352 my $e = "WARNING: $method captured but payment not recorded - ".
4353 "error updating status for paypendingnum ".
4354 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4360 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4362 if ( $options{'apply'} ) {
4363 my $apply_error = $self->apply_payments_and_credits;
4364 if ( $apply_error ) {
4365 warn "WARNING: error applying payment: $apply_error\n";
4366 #but we still should return no error cause the payment otherwise went
4371 return ''; #no error
4377 my $perror = "$processor error: ". $transaction->error_message;
4379 unless ( $transaction->error_message ) {
4382 if ( $transaction->can('response_page') ) {
4384 'page' => ( $transaction->can('response_page')
4385 ? $transaction->response_page
4388 'code' => ( $transaction->can('response_code')
4389 ? $transaction->response_code
4392 'headers' => ( $transaction->can('response_headers')
4393 ? $transaction->response_headers
4399 "No additional debugging information available for $processor";
4402 $perror .= "No error_message returned from $processor -- ".
4403 ( ref($t_response) ? Dumper($t_response) : $t_response );
4407 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4408 && $conf->exists('emaildecline')
4409 && grep { $_ ne 'POST' } $self->invoicing_list
4410 && ! grep { $transaction->error_message =~ /$_/ }
4411 $conf->config('emaildecline-exclude')
4413 my @templ = $conf->config('declinetemplate');
4414 my $template = new Text::Template (
4416 SOURCE => [ map "$_\n", @templ ],
4417 ) or return "($perror) can't create template: $Text::Template::ERROR";
4418 $template->compile()
4419 or return "($perror) can't compile template: $Text::Template::ERROR";
4423 scalar( $conf->config('company_name', $self->agentnum ) ),
4424 'company_address' =>
4425 join("\n", $conf->config('company_address', $self->agentnum ) ),
4426 'error' => $transaction->error_message,
4429 my $error = send_email(
4430 'from' => $conf->config('invoice_from', $self->agentnum ),
4431 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4432 'subject' => 'Your payment could not be processed',
4433 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4436 $perror .= " (also received error sending decline notification: $error)"
4441 $cust_pay_pending->status('done');
4442 $cust_pay_pending->statustext("declined: $perror");
4443 my $cpp_done_err = $cust_pay_pending->replace;
4444 if ( $cpp_done_err ) {
4445 my $e = "WARNING: $method declined but pending payment not resolved - ".
4446 "error updating status for paypendingnum ".
4447 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4449 $perror = "$e ($perror)";
4457 sub _bop_recurring_billing {
4458 my( $self, %opt ) = @_;
4460 my $method = $conf->config('credit_card-recurring_billing_flag');
4462 if ( $method eq 'transaction_is_recur' ) {
4464 return 1 if $opt{'trans_is_recur'};
4468 my %hash = ( 'custnum' => $self->custnum,
4473 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4474 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4485 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4487 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4488 via a Business::OnlinePayment realtime gateway. See
4489 L<http://420.am/business-onlinepayment> for supported gateways.
4491 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4493 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4495 Most gateways require a reference to an original payment transaction to refund,
4496 so you probably need to specify a I<paynum>.
4498 I<amount> defaults to the original amount of the payment if not specified.
4500 I<reason> specifies a reason for the refund.
4502 I<paydate> specifies the expiration date for a credit card overriding the
4503 value from the customer record or the payment record. Specified as yyyy-mm-dd
4505 Implementation note: If I<amount> is unspecified or equal to the amount of the
4506 orignal payment, first an attempt is made to "void" the transaction via
4507 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4508 the normal attempt is made to "refund" ("credit") the transaction via the
4509 gateway is attempted.
4511 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4512 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4513 #if set, will override the value from the customer record.
4515 #If an I<invnum> is specified, this payment (if successful) is applied to the
4516 #specified invoice. If you don't specify an I<invnum> you might want to
4517 #call the B<apply_payments> method.
4521 #some false laziness w/realtime_bop, not enough to make it worth merging
4522 #but some useful small subs should be pulled out
4523 sub realtime_refund_bop {
4526 return $self->_new_realtime_refund_bop(@_)
4527 if $self->_new_bop_required();
4529 my( $method, %options ) = @_;
4531 warn "$me realtime_refund_bop: $method refund\n";
4532 warn " $_ => $options{$_}\n" foreach keys %options;
4535 eval "use Business::OnlinePayment";
4539 # look up the original payment and optionally a gateway for that payment
4543 my $amount = $options{'amount'};
4545 my( $processor, $login, $password, @bop_options ) ;
4546 my( $auth, $order_number ) = ( '', '', '' );
4548 if ( $options{'paynum'} ) {
4550 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4551 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4552 or return "Unknown paynum $options{'paynum'}";
4553 $amount ||= $cust_pay->paid;
4555 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4556 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4557 $cust_pay->paybatch;
4558 my $gatewaynum = '';
4559 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4561 if ( $gatewaynum ) { #gateway for the payment to be refunded
4563 my $payment_gateway =
4564 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4565 die "payment gateway $gatewaynum not found"
4566 unless $payment_gateway;
4568 $processor = $payment_gateway->gateway_module;
4569 $login = $payment_gateway->gateway_username;
4570 $password = $payment_gateway->gateway_password;
4571 @bop_options = $payment_gateway->options;
4573 } else { #try the default gateway
4575 my( $conf_processor, $unused_action );
4576 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4577 $self->default_payment_gateway($method);
4579 return "processor of payment $options{'paynum'} $processor does not".
4580 " match default processor $conf_processor"
4581 unless $processor eq $conf_processor;
4586 } else { # didn't specify a paynum, so look for agent gateway overrides
4587 # like a normal transaction
4590 if ( $method eq 'CC' ) {
4591 $cardtype = cardtype($self->payinfo);
4592 } elsif ( $method eq 'ECHECK' ) {
4595 $cardtype = $method;
4598 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4599 cardtype => $cardtype,
4601 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4603 taxclass => '', } );
4605 if ( $override ) { #use a payment gateway override
4607 my $payment_gateway = $override->payment_gateway;
4609 $processor = $payment_gateway->gateway_module;
4610 $login = $payment_gateway->gateway_username;
4611 $password = $payment_gateway->gateway_password;
4612 #$action = $payment_gateway->gateway_action;
4613 @bop_options = $payment_gateway->options;
4615 } else { #use the standard settings from the config
4618 ( $processor, $login, $password, $unused_action, @bop_options ) =
4619 $self->default_payment_gateway($method);
4624 return "neither amount nor paynum specified" unless $amount;
4629 'password' => $password,
4630 'order_number' => $order_number,
4631 'amount' => $amount,
4632 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4634 $content{authorization} = $auth
4635 if length($auth); #echeck/ACH transactions have an order # but no auth
4636 #(at least with authorize.net)
4638 my $disable_void_after;
4639 if ($conf->exists('disable_void_after')
4640 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4641 $disable_void_after = $1;
4644 #first try void if applicable
4645 if ( $cust_pay && $cust_pay->paid == $amount
4647 ( not defined($disable_void_after) )
4648 || ( time < ($cust_pay->_date + $disable_void_after ) )
4651 warn " attempting void\n" if $DEBUG > 1;
4652 my $void = new Business::OnlinePayment( $processor, @bop_options );
4653 $void->content( 'action' => 'void', %content );
4655 if ( $void->is_success ) {
4656 my $error = $cust_pay->void($options{'reason'});
4658 # gah, even with transactions.
4659 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4660 "error voiding payment: $error";
4664 warn " void successful\n" if $DEBUG > 1;
4669 warn " void unsuccessful, trying refund\n"
4673 my $address = $self->address1;
4674 $address .= ", ". $self->address2 if $self->address2;
4676 my($payname, $payfirst, $paylast);
4677 if ( $self->payname && $method ne 'ECHECK' ) {
4678 $payname = $self->payname;
4679 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4680 or return "Illegal payname $payname";
4681 ($payfirst, $paylast) = ($1, $2);
4683 $payfirst = $self->getfield('first');
4684 $paylast = $self->getfield('last');
4685 $payname = "$payfirst $paylast";
4688 my @invoicing_list = $self->invoicing_list_emailonly;
4689 if ( $conf->exists('emailinvoiceautoalways')
4690 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4691 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4692 push @invoicing_list, $self->all_emails;
4695 my $email = ($conf->exists('business-onlinepayment-email-override'))
4696 ? $conf->config('business-onlinepayment-email-override')
4697 : $invoicing_list[0];
4699 my $payip = exists($options{'payip'})
4702 $content{customer_ip} = $payip
4706 if ( $method eq 'CC' ) {
4709 $content{card_number} = $payinfo = $cust_pay->payinfo;
4710 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4711 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4712 ($content{expiration} = "$2/$1"); # where available
4714 $content{card_number} = $payinfo = $self->payinfo;
4715 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4716 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4717 $content{expiration} = "$2/$1";
4720 } elsif ( $method eq 'ECHECK' ) {
4723 $payinfo = $cust_pay->payinfo;
4725 $payinfo = $self->payinfo;
4727 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4728 $content{bank_name} = $self->payname;
4729 $content{account_type} = 'CHECKING';
4730 $content{account_name} = $payname;
4731 $content{customer_org} = $self->company ? 'B' : 'I';
4732 $content{customer_ssn} = $self->ss;
4733 } elsif ( $method eq 'LEC' ) {
4734 $content{phone} = $payinfo = $self->payinfo;
4738 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4739 my %sub_content = $refund->content(
4740 'action' => 'credit',
4741 'customer_id' => $self->custnum,
4742 'last_name' => $paylast,
4743 'first_name' => $payfirst,
4745 'address' => $address,
4746 'city' => $self->city,
4747 'state' => $self->state,
4748 'zip' => $self->zip,
4749 'country' => $self->country,
4751 'phone' => $self->daytime || $self->night,
4754 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4758 return "$processor error: ". $refund->error_message
4759 unless $refund->is_success();
4761 my %method2payby = (
4767 my $paybatch = "$processor:". $refund->authorization;
4768 $paybatch .= ':'. $refund->order_number
4769 if $refund->can('order_number') && $refund->order_number;
4771 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4772 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4773 last unless @cust_bill_pay;
4774 my $cust_bill_pay = pop @cust_bill_pay;
4775 my $error = $cust_bill_pay->delete;
4779 my $cust_refund = new FS::cust_refund ( {
4780 'custnum' => $self->custnum,
4781 'paynum' => $options{'paynum'},
4782 'refund' => $amount,
4784 'payby' => $method2payby{$method},
4785 'payinfo' => $payinfo,
4786 'paybatch' => $paybatch,
4787 'reason' => $options{'reason'} || 'card or ACH refund',
4789 my $error = $cust_refund->insert;
4791 $cust_refund->paynum(''); #try again with no specific paynum
4792 my $error2 = $cust_refund->insert;
4794 # gah, even with transactions.
4795 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4796 "error inserting refund ($processor): $error2".
4797 " (previously tried insert with paynum #$options{'paynum'}" .
4808 # does the configuration indicate the new bop routines are required?
4810 sub _new_bop_required {
4813 my $botpp = 'Business::OnlineThirdPartyPayment';
4816 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4817 scalar( grep { $_->gateway_namespace eq $botpp }
4818 qsearch( 'payment_gateway', { 'disabled' => '' } )
4826 =item realtime_collect [ OPTION => VALUE ... ]
4828 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4829 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4830 gateway. See L<http://420.am/business-onlinepayment> and
4831 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4833 On failure returns an error message.
4835 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.
4837 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4839 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4840 then it is deduced from the customer record.
4842 If no I<amount> is specified, then the customer balance is used.
4844 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4845 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4846 if set, will override the value from the customer record.
4848 I<description> is a free-text field passed to the gateway. It defaults to
4849 "Internet services".
4851 If an I<invnum> is specified, this payment (if successful) is applied to the
4852 specified invoice. If you don't specify an I<invnum> you might want to
4853 call the B<apply_payments> method or set the I<apply> option.
4855 I<apply> can be set to true to apply a resulting payment.
4857 I<quiet> can be set true to surpress email decline notices.
4859 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4860 resulting paynum, if any.
4862 I<payunique> is a unique identifier for this payment.
4864 I<session_id> is a session identifier associated with this payment.
4866 I<depend_jobnum> allows payment capture to unlock export jobs
4870 sub realtime_collect {
4871 my( $self, %options ) = @_;
4874 warn "$me realtime_collect:\n";
4875 warn " $_ => $options{$_}\n" foreach keys %options;
4878 $options{amount} = $self->balance unless exists( $options{amount} );
4879 $options{method} = FS::payby->payby2bop($self->payby)
4880 unless exists( $options{method} );
4882 return $self->realtime_bop({%options});
4886 =item _realtime_bop { [ ARG => VALUE ... ] }
4888 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4889 via a Business::OnlinePayment realtime gateway. See
4890 L<http://420.am/business-onlinepayment> for supported gateways.
4892 Required arguments in the hashref are I<method>, and I<amount>
4894 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4896 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4898 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4899 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4900 if set, will override the value from the customer record.
4902 I<description> is a free-text field passed to the gateway. It defaults to
4903 "Internet services".
4905 If an I<invnum> is specified, this payment (if successful) is applied to the
4906 specified invoice. If you don't specify an I<invnum> you might want to
4907 call the B<apply_payments> method.
4909 I<quiet> can be set true to surpress email decline notices.
4911 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4912 resulting paynum, if any.
4914 I<payunique> is a unique identifier for this payment.
4916 I<session_id> is a session identifier associated with this payment.
4918 I<depend_jobnum> allows payment capture to unlock export jobs
4920 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4924 # some helper routines
4925 sub _payment_gateway {
4926 my ($self, $options) = @_;
4928 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4929 unless exists($options->{payment_gateway});
4931 $options->{payment_gateway};
4935 my ($self, $options) = @_;
4938 'login' => $options->{payment_gateway}->gateway_username,
4939 'password' => $options->{payment_gateway}->gateway_password,
4944 my ($self, $options) = @_;
4946 $options->{payment_gateway}->gatewaynum
4947 ? $options->{payment_gateway}->options
4948 : @{ $options->{payment_gateway}->get('options') };
4952 my ($self, $options) = @_;
4954 $options->{description} ||= 'Internet services';
4955 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4956 $options->{invnum} ||= '';
4957 $options->{payname} = $self->payname unless exists( $options->{payname} );
4961 my ($self, $options) = @_;
4964 $content{address} = exists($options->{'address1'})
4965 ? $options->{'address1'}
4967 my $address2 = exists($options->{'address2'})
4968 ? $options->{'address2'}
4970 $content{address} .= ", ". $address2 if length($address2);
4972 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4973 $content{customer_ip} = $payip if length($payip);
4975 $content{invoice_number} = $options->{'invnum'}
4976 if exists($options->{'invnum'}) && length($options->{'invnum'});
4978 $content{email_customer} =
4979 ( $conf->exists('business-onlinepayment-email_customer')
4980 || $conf->exists('business-onlinepayment-email-override') );
4982 $content{payfirst} = $self->getfield('first');
4983 $content{paylast} = $self->getfield('last');
4985 $content{account_name} = "$content{payfirst} $content{paylast}"
4986 if $options->{method} eq 'ECHECK';
4988 $content{name} = $options->{payname};
4989 $content{name} = $content{account_name} if exists($content{account_name});
4991 $content{city} = exists($options->{city})
4994 $content{state} = exists($options->{state})
4997 $content{zip} = exists($options->{zip})
5000 $content{country} = exists($options->{country})
5001 ? $options->{country}
5003 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5004 $content{phone} = $self->daytime || $self->night;
5009 my %bop_method2payby = (
5015 sub _new_realtime_bop {
5019 if (ref($_[0]) eq 'HASH') {
5020 %options = %{$_[0]};
5022 my ( $method, $amount ) = ( shift, shift );
5024 $options{method} = $method;
5025 $options{amount} = $amount;
5029 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5030 warn " $_ => $options{$_}\n" foreach keys %options;
5033 return $self->fake_bop(%options) if $options{'fake'};
5035 $self->_bop_defaults(\%options);
5038 # set trans_is_recur based on invnum if there is one
5041 my $trans_is_recur = 0;
5042 if ( $options{'invnum'} ) {
5044 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5045 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5048 map { $_->part_pkg }
5050 map { $_->cust_pkg }
5051 $cust_bill->cust_bill_pkg;
5054 if grep { $_->freq ne '0' } @part_pkg;
5062 my $payment_gateway = $self->_payment_gateway( \%options );
5063 my $namespace = $payment_gateway->gateway_namespace;
5065 eval "use $namespace";
5069 # check for banned credit card/ACH
5072 my $ban = qsearchs('banned_pay', {
5073 'payby' => $bop_method2payby{$options{method}},
5074 'payinfo' => md5_base64($options{payinfo}),
5076 return "Banned credit card" if $ban;
5082 my (%bop_content) = $self->_bop_content(\%options);
5084 if ( $options{method} ne 'ECHECK' ) {
5085 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5086 or return "Illegal payname $options{payname}";
5087 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5090 my @invoicing_list = $self->invoicing_list_emailonly;
5091 if ( $conf->exists('emailinvoiceautoalways')
5092 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5093 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5094 push @invoicing_list, $self->all_emails;
5097 my $email = ($conf->exists('business-onlinepayment-email-override'))
5098 ? $conf->config('business-onlinepayment-email-override')
5099 : $invoicing_list[0];
5103 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5105 $content{card_number} = $options{payinfo};
5106 $paydate = exists($options{'paydate'})
5107 ? $options{'paydate'}
5109 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5110 $content{expiration} = "$2/$1";
5112 my $paycvv = exists($options{'paycvv'})
5113 ? $options{'paycvv'}
5115 $content{cvv2} = $paycvv
5118 my $paystart_month = exists($options{'paystart_month'})
5119 ? $options{'paystart_month'}
5120 : $self->paystart_month;
5122 my $paystart_year = exists($options{'paystart_year'})
5123 ? $options{'paystart_year'}
5124 : $self->paystart_year;
5126 $content{card_start} = "$paystart_month/$paystart_year"
5127 if $paystart_month && $paystart_year;
5129 my $payissue = exists($options{'payissue'})
5130 ? $options{'payissue'}
5132 $content{issue_number} = $payissue if $payissue;
5134 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5135 'trans_is_recur' => $trans_is_recur,
5139 $content{recurring_billing} = 'YES';
5140 $content{acct_code} = 'rebill'
5141 if $conf->exists('credit_card-recurring_billing_acct_code');
5144 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5145 ( $content{account_number}, $content{routing_code} ) =
5146 split('@', $options{payinfo});
5147 $content{bank_name} = $options{payname};
5148 $content{bank_state} = exists($options{'paystate'})
5149 ? $options{'paystate'}
5150 : $self->getfield('paystate');
5151 $content{account_type} = exists($options{'paytype'})
5152 ? uc($options{'paytype'}) || 'CHECKING'
5153 : uc($self->getfield('paytype')) || 'CHECKING';
5154 $content{customer_org} = $self->company ? 'B' : 'I';
5155 $content{state_id} = exists($options{'stateid'})
5156 ? $options{'stateid'}
5157 : $self->getfield('stateid');
5158 $content{state_id_state} = exists($options{'stateid_state'})
5159 ? $options{'stateid_state'}
5160 : $self->getfield('stateid_state');
5161 $content{customer_ssn} = exists($options{'ss'})
5164 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5165 $content{phone} = $options{payinfo};
5166 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5173 # run transaction(s)
5176 my $balance = exists( $options{'balance'} )
5177 ? $options{'balance'}
5180 $self->select_for_update; #mutex ... just until we get our pending record in
5182 #the checks here are intended to catch concurrent payments
5183 #double-form-submission prevention is taken care of in cust_pay_pending::check
5186 return "The customer's balance has changed; $options{method} transaction aborted."
5187 if $self->balance < $balance;
5188 #&& $self->balance < $options{amount}; #might as well anyway?
5190 #also check and make sure there aren't *other* pending payments for this cust
5192 my @pending = qsearch('cust_pay_pending', {
5193 'custnum' => $self->custnum,
5194 'status' => { op=>'!=', value=>'done' }
5196 return "A payment is already being processed for this customer (".
5197 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5198 "); $options{method} transaction aborted."
5199 if scalar(@pending);
5201 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5203 my $cust_pay_pending = new FS::cust_pay_pending {
5204 'custnum' => $self->custnum,
5205 #'invnum' => $options{'invnum'},
5206 'paid' => $options{amount},
5208 'payby' => $bop_method2payby{$options{method}},
5209 'payinfo' => $options{payinfo},
5210 'paydate' => $paydate,
5211 'recurring_billing' => $content{recurring_billing},
5212 'pkgnum' => $options{'pkgnum'},
5214 'gatewaynum' => $payment_gateway->gatewaynum || '',
5215 'session_id' => $options{session_id} || '',
5216 'jobnum' => $options{depend_jobnum} || '',
5218 $cust_pay_pending->payunique( $options{payunique} )
5219 if defined($options{payunique}) && length($options{payunique});
5220 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5221 return $cpp_new_err if $cpp_new_err;
5223 my( $action1, $action2 ) =
5224 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5226 my $transaction = new $namespace( $payment_gateway->gateway_module,
5227 $self->_bop_options(\%options),
5230 $transaction->content(
5231 'type' => $options{method},
5232 $self->_bop_auth(\%options),
5233 'action' => $action1,
5234 'description' => $options{'description'},
5235 'amount' => $options{amount},
5236 #'invoice_number' => $options{'invnum'},
5237 'customer_id' => $self->custnum,
5239 'reference' => $cust_pay_pending->paypendingnum, #for now
5244 $cust_pay_pending->status('pending');
5245 my $cpp_pending_err = $cust_pay_pending->replace;
5246 return $cpp_pending_err if $cpp_pending_err;
5249 my $BOP_TESTING = 0;
5250 my $BOP_TESTING_SUCCESS = 1;
5252 unless ( $BOP_TESTING ) {
5253 $transaction->submit();
5255 if ( $BOP_TESTING_SUCCESS ) {
5256 $transaction->is_success(1);
5257 $transaction->authorization('fake auth');
5259 $transaction->is_success(0);
5260 $transaction->error_message('fake failure');
5264 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5266 return { reference => $cust_pay_pending->paypendingnum,
5267 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5269 } elsif ( $transaction->is_success() && $action2 ) {
5271 $cust_pay_pending->status('authorized');
5272 my $cpp_authorized_err = $cust_pay_pending->replace;
5273 return $cpp_authorized_err if $cpp_authorized_err;
5275 my $auth = $transaction->authorization;
5276 my $ordernum = $transaction->can('order_number')
5277 ? $transaction->order_number
5281 new Business::OnlinePayment( $payment_gateway->gateway_module,
5282 $self->_bop_options(\%options),
5287 type => $options{method},
5289 $self->_bop_auth(\%options),
5290 order_number => $ordernum,
5291 amount => $options{amount},
5292 authorization => $auth,
5293 description => $options{'description'},
5296 foreach my $field (qw( authorization_source_code returned_ACI
5297 transaction_identifier validation_code
5298 transaction_sequence_num local_transaction_date
5299 local_transaction_time AVS_result_code )) {
5300 $capture{$field} = $transaction->$field() if $transaction->can($field);
5303 $capture->content( %capture );
5307 unless ( $capture->is_success ) {
5308 my $e = "Authorization successful but capture failed, custnum #".
5309 $self->custnum. ': '. $capture->result_code.
5310 ": ". $capture->error_message;
5318 # remove paycvv after initial transaction
5321 #false laziness w/misc/process/payment.cgi - check both to make sure working
5323 if ( defined $self->dbdef_table->column('paycvv')
5324 && length($self->paycvv)
5325 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5327 my $error = $self->remove_cvv;
5329 warn "WARNING: error removing cvv: $error\n";
5337 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5349 if (ref($_[0]) eq 'HASH') {
5350 %options = %{$_[0]};
5352 my ( $method, $amount ) = ( shift, shift );
5354 $options{method} = $method;
5355 $options{amount} = $amount;
5358 if ( $options{'fake_failure'} ) {
5359 return "Error: No error; test failure requested with fake_failure";
5363 #if ( $payment_gateway->gatewaynum ) { # agent override
5364 # $paybatch = $payment_gateway->gatewaynum. '-';
5367 #$paybatch .= "$processor:". $transaction->authorization;
5369 #$paybatch .= ':'. $transaction->order_number
5370 # if $transaction->can('order_number')
5371 # && length($transaction->order_number);
5373 my $paybatch = 'FakeProcessor:54:32';
5375 my $cust_pay = new FS::cust_pay ( {
5376 'custnum' => $self->custnum,
5377 'invnum' => $options{'invnum'},
5378 'paid' => $options{amount},
5380 'payby' => $bop_method2payby{$options{method}},
5381 #'payinfo' => $payinfo,
5382 'payinfo' => '4111111111111111',
5383 'paybatch' => $paybatch,
5384 #'paydate' => $paydate,
5385 'paydate' => '2012-05-01',
5387 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5389 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5392 $cust_pay->invnum(''); #try again with no specific invnum
5393 my $error2 = $cust_pay->insert( $options{'manual'} ?
5394 ( 'manual' => 1 ) : ()
5397 # gah, even with transactions.
5398 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5399 "error inserting (fake!) payment: $error2".
5400 " (previously tried insert with invnum #$options{'invnum'}" .
5407 if ( $options{'paynum_ref'} ) {
5408 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5411 return ''; #no error
5416 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5418 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5419 # phone bill transaction.
5421 sub _realtime_bop_result {
5422 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5424 warn "$me _realtime_bop_result: pending transaction ".
5425 $cust_pay_pending->paypendingnum. "\n";
5426 warn " $_ => $options{$_}\n" foreach keys %options;
5429 my $payment_gateway = $options{payment_gateway}
5430 or return "no payment gateway in arguments to _realtime_bop_result";
5432 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5433 my $cpp_captured_err = $cust_pay_pending->replace;
5434 return $cpp_captured_err if $cpp_captured_err;
5436 if ( $transaction->is_success() ) {
5439 if ( $payment_gateway->gatewaynum ) { # agent override
5440 $paybatch = $payment_gateway->gatewaynum. '-';
5443 $paybatch .= $payment_gateway->gateway_module. ":".
5444 $transaction->authorization;
5446 $paybatch .= ':'. $transaction->order_number
5447 if $transaction->can('order_number')
5448 && length($transaction->order_number);
5450 my $cust_pay = new FS::cust_pay ( {
5451 'custnum' => $self->custnum,
5452 'invnum' => $options{'invnum'},
5453 'paid' => $cust_pay_pending->paid,
5455 'payby' => $cust_pay_pending->payby,
5456 #'payinfo' => $payinfo,
5457 'paybatch' => $paybatch,
5458 'paydate' => $cust_pay_pending->paydate,
5459 'pkgnum' => $cust_pay_pending->pkgnum,
5461 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5462 $cust_pay->payunique( $options{payunique} )
5463 if defined($options{payunique}) && length($options{payunique});
5465 my $oldAutoCommit = $FS::UID::AutoCommit;
5466 local $FS::UID::AutoCommit = 0;
5469 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5471 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5474 $cust_pay->invnum(''); #try again with no specific invnum
5475 my $error2 = $cust_pay->insert( $options{'manual'} ?
5476 ( 'manual' => 1 ) : ()
5479 # gah. but at least we have a record of the state we had to abort in
5480 # from cust_pay_pending now.
5481 my $e = "WARNING: $options{method} captured but payment not recorded -".
5482 " error inserting payment (". $payment_gateway->gateway_module.
5484 " (previously tried insert with invnum #$options{'invnum'}" .
5485 ": $error ) - pending payment saved as paypendingnum ".
5486 $cust_pay_pending->paypendingnum. "\n";
5492 my $jobnum = $cust_pay_pending->jobnum;
5494 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5496 unless ( $placeholder ) {
5497 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5498 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5499 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5504 $error = $placeholder->delete;
5507 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5508 my $e = "WARNING: $options{method} captured but could not delete ".
5509 "job $jobnum for paypendingnum ".
5510 $cust_pay_pending->paypendingnum. ": $error\n";
5517 if ( $options{'paynum_ref'} ) {
5518 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5521 $cust_pay_pending->status('done');
5522 $cust_pay_pending->statustext('captured');
5523 $cust_pay_pending->paynum($cust_pay->paynum);
5524 my $cpp_done_err = $cust_pay_pending->replace;
5526 if ( $cpp_done_err ) {
5528 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5529 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5530 "error updating status for paypendingnum ".
5531 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5537 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5539 if ( $options{'apply'} ) {
5540 my $apply_error = $self->apply_payments_and_credits;
5541 if ( $apply_error ) {
5542 warn "WARNING: error applying payment: $apply_error\n";
5543 #but we still should return no error cause the payment otherwise went
5548 return ''; #no error
5554 my $perror = $payment_gateway->gateway_module. " error: ".
5555 $transaction->error_message;
5557 my $jobnum = $cust_pay_pending->jobnum;
5559 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5561 if ( $placeholder ) {
5562 my $error = $placeholder->depended_delete;
5563 $error ||= $placeholder->delete;
5564 warn "error removing provisioning jobs after declined paypendingnum ".
5565 $cust_pay_pending->paypendingnum. "\n";
5567 my $e = "error finding job $jobnum for declined paypendingnum ".
5568 $cust_pay_pending->paypendingnum. "\n";
5574 unless ( $transaction->error_message ) {
5577 if ( $transaction->can('response_page') ) {
5579 'page' => ( $transaction->can('response_page')
5580 ? $transaction->response_page
5583 'code' => ( $transaction->can('response_code')
5584 ? $transaction->response_code
5587 'headers' => ( $transaction->can('response_headers')
5588 ? $transaction->response_headers
5594 "No additional debugging information available for ".
5595 $payment_gateway->gateway_module;
5598 $perror .= "No error_message returned from ".
5599 $payment_gateway->gateway_module. " -- ".
5600 ( ref($t_response) ? Dumper($t_response) : $t_response );
5604 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5605 && $conf->exists('emaildecline')
5606 && grep { $_ ne 'POST' } $self->invoicing_list
5607 && ! grep { $transaction->error_message =~ /$_/ }
5608 $conf->config('emaildecline-exclude')
5610 my @templ = $conf->config('declinetemplate');
5611 my $template = new Text::Template (
5613 SOURCE => [ map "$_\n", @templ ],
5614 ) or return "($perror) can't create template: $Text::Template::ERROR";
5615 $template->compile()
5616 or return "($perror) can't compile template: $Text::Template::ERROR";
5620 scalar( $conf->config('company_name', $self->agentnum ) ),
5621 'company_address' =>
5622 join("\n", $conf->config('company_address', $self->agentnum ) ),
5623 'error' => $transaction->error_message,
5626 my $error = send_email(
5627 'from' => $conf->config('invoice_from', $self->agentnum ),
5628 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5629 'subject' => 'Your payment could not be processed',
5630 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5633 $perror .= " (also received error sending decline notification: $error)"
5638 $cust_pay_pending->status('done');
5639 $cust_pay_pending->statustext("declined: $perror");
5640 my $cpp_done_err = $cust_pay_pending->replace;
5641 if ( $cpp_done_err ) {
5642 my $e = "WARNING: $options{method} declined but pending payment not ".
5643 "resolved - error updating status for paypendingnum ".
5644 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5646 $perror = "$e ($perror)";
5654 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5656 Verifies successful third party processing of a realtime credit card,
5657 ACH (electronic check) or phone bill transaction via a
5658 Business::OnlineThirdPartyPayment realtime gateway. See
5659 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5661 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5663 The additional options I<payname>, I<city>, I<state>,
5664 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5665 if set, will override the value from the customer record.
5667 I<description> is a free-text field passed to the gateway. It defaults to
5668 "Internet services".
5670 If an I<invnum> is specified, this payment (if successful) is applied to the
5671 specified invoice. If you don't specify an I<invnum> you might want to
5672 call the B<apply_payments> method.
5674 I<quiet> can be set true to surpress email decline notices.
5676 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5677 resulting paynum, if any.
5679 I<payunique> is a unique identifier for this payment.
5681 Returns a hashref containing elements bill_error (which will be undefined
5682 upon success) and session_id of any associated session.
5686 sub realtime_botpp_capture {
5687 my( $self, $cust_pay_pending, %options ) = @_;
5689 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5690 warn " $_ => $options{$_}\n" foreach keys %options;
5693 eval "use Business::OnlineThirdPartyPayment";
5697 # select the gateway
5700 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5702 my $payment_gateway = $cust_pay_pending->gatewaynum
5703 ? qsearchs( 'payment_gateway',
5704 { gatewaynum => $cust_pay_pending->gatewaynum }
5706 : $self->agent->payment_gateway( 'method' => $method,
5707 # 'invnum' => $cust_pay_pending->invnum,
5708 # 'payinfo' => $cust_pay_pending->payinfo,
5711 $options{payment_gateway} = $payment_gateway; # for the helper subs
5717 my @invoicing_list = $self->invoicing_list_emailonly;
5718 if ( $conf->exists('emailinvoiceautoalways')
5719 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5720 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5721 push @invoicing_list, $self->all_emails;
5724 my $email = ($conf->exists('business-onlinepayment-email-override'))
5725 ? $conf->config('business-onlinepayment-email-override')
5726 : $invoicing_list[0];
5730 $content{email_customer} =
5731 ( $conf->exists('business-onlinepayment-email_customer')
5732 || $conf->exists('business-onlinepayment-email-override') );
5735 # run transaction(s)
5739 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5740 $self->_bop_options(\%options),
5743 $transaction->reference({ %options });
5745 $transaction->content(
5747 $self->_bop_auth(\%options),
5748 'action' => 'Post Authorization',
5749 'description' => $options{'description'},
5750 'amount' => $cust_pay_pending->paid,
5751 #'invoice_number' => $options{'invnum'},
5752 'customer_id' => $self->custnum,
5753 'referer' => 'http://cleanwhisker.420.am/',
5754 'reference' => $cust_pay_pending->paypendingnum,
5756 'phone' => $self->daytime || $self->night,
5758 # plus whatever is required for bogus capture avoidance
5761 $transaction->submit();
5764 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5767 bill_error => $error,
5768 session_id => $cust_pay_pending->session_id,
5773 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5777 sub default_payment_gateway {
5778 my( $self, $method ) = @_;
5780 die "Real-time processing not enabled\n"
5781 unless $conf->exists('business-onlinepayment');
5783 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5786 my $bop_config = 'business-onlinepayment';
5787 $bop_config .= '-ach'
5788 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5789 my ( $processor, $login, $password, $action, @bop_options ) =
5790 $conf->config($bop_config);
5791 $action ||= 'normal authorization';
5792 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5793 die "No real-time processor is enabled - ".
5794 "did you set the business-onlinepayment configuration value?\n"
5797 ( $processor, $login, $password, $action, @bop_options )
5802 Removes the I<paycvv> field from the database directly.
5804 If there is an error, returns the error, otherwise returns false.
5810 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5811 or return dbh->errstr;
5812 $sth->execute($self->custnum)
5813 or return $sth->errstr;
5818 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5820 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5821 via a Business::OnlinePayment realtime gateway. See
5822 L<http://420.am/business-onlinepayment> for supported gateways.
5824 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5826 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5828 Most gateways require a reference to an original payment transaction to refund,
5829 so you probably need to specify a I<paynum>.
5831 I<amount> defaults to the original amount of the payment if not specified.
5833 I<reason> specifies a reason for the refund.
5835 I<paydate> specifies the expiration date for a credit card overriding the
5836 value from the customer record or the payment record. Specified as yyyy-mm-dd
5838 Implementation note: If I<amount> is unspecified or equal to the amount of the
5839 orignal payment, first an attempt is made to "void" the transaction via
5840 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5841 the normal attempt is made to "refund" ("credit") the transaction via the
5842 gateway is attempted.
5844 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5845 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5846 #if set, will override the value from the customer record.
5848 #If an I<invnum> is specified, this payment (if successful) is applied to the
5849 #specified invoice. If you don't specify an I<invnum> you might want to
5850 #call the B<apply_payments> method.
5854 #some false laziness w/realtime_bop, not enough to make it worth merging
5855 #but some useful small subs should be pulled out
5856 sub _new_realtime_refund_bop {
5860 if (ref($_[0]) ne 'HASH') {
5861 %options = %{$_[0]};
5865 $options{method} = $method;
5869 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5870 warn " $_ => $options{$_}\n" foreach keys %options;
5874 # look up the original payment and optionally a gateway for that payment
5878 my $amount = $options{'amount'};
5880 my( $processor, $login, $password, @bop_options, $namespace ) ;
5881 my( $auth, $order_number ) = ( '', '', '' );
5883 if ( $options{'paynum'} ) {
5885 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5886 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5887 or return "Unknown paynum $options{'paynum'}";
5888 $amount ||= $cust_pay->paid;
5890 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5891 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5892 $cust_pay->paybatch;
5893 my $gatewaynum = '';
5894 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5896 if ( $gatewaynum ) { #gateway for the payment to be refunded
5898 my $payment_gateway =
5899 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5900 die "payment gateway $gatewaynum not found"
5901 unless $payment_gateway;
5903 $processor = $payment_gateway->gateway_module;
5904 $login = $payment_gateway->gateway_username;
5905 $password = $payment_gateway->gateway_password;
5906 $namespace = $payment_gateway->gateway_namespace;
5907 @bop_options = $payment_gateway->options;
5909 } else { #try the default gateway
5912 my $payment_gateway =
5913 $self->agent->payment_gateway('method' => $options{method});
5915 ( $conf_processor, $login, $password, $namespace ) =
5916 map { my $method = "gateway_$_"; $payment_gateway->$method }
5917 qw( module username password namespace );
5919 @bop_options = $payment_gateway->gatewaynum
5920 ? $payment_gateway->options
5921 : @{ $payment_gateway->get('options') };
5923 return "processor of payment $options{'paynum'} $processor does not".
5924 " match default processor $conf_processor"
5925 unless $processor eq $conf_processor;
5930 } else { # didn't specify a paynum, so look for agent gateway overrides
5931 # like a normal transaction
5933 my $payment_gateway =
5934 $self->agent->payment_gateway( 'method' => $options{method},
5935 #'payinfo' => $payinfo,
5937 my( $processor, $login, $password, $namespace ) =
5938 map { my $method = "gateway_$_"; $payment_gateway->$method }
5939 qw( module username password namespace );
5941 my @bop_options = $payment_gateway->gatewaynum
5942 ? $payment_gateway->options
5943 : @{ $payment_gateway->get('options') };
5946 return "neither amount nor paynum specified" unless $amount;
5948 eval "use $namespace";
5952 'type' => $options{method},
5954 'password' => $password,
5955 'order_number' => $order_number,
5956 'amount' => $amount,
5957 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5959 $content{authorization} = $auth
5960 if length($auth); #echeck/ACH transactions have an order # but no auth
5961 #(at least with authorize.net)
5963 my $disable_void_after;
5964 if ($conf->exists('disable_void_after')
5965 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5966 $disable_void_after = $1;
5969 #first try void if applicable
5970 if ( $cust_pay && $cust_pay->paid == $amount
5972 ( not defined($disable_void_after) )
5973 || ( time < ($cust_pay->_date + $disable_void_after ) )
5976 warn " attempting void\n" if $DEBUG > 1;
5977 my $void = new Business::OnlinePayment( $processor, @bop_options );
5978 $void->content( 'action' => 'void', %content );
5980 if ( $void->is_success ) {
5981 my $error = $cust_pay->void($options{'reason'});
5983 # gah, even with transactions.
5984 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5985 "error voiding payment: $error";
5989 warn " void successful\n" if $DEBUG > 1;
5994 warn " void unsuccessful, trying refund\n"
5998 my $address = $self->address1;
5999 $address .= ", ". $self->address2 if $self->address2;
6001 my($payname, $payfirst, $paylast);
6002 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6003 $payname = $self->payname;
6004 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6005 or return "Illegal payname $payname";
6006 ($payfirst, $paylast) = ($1, $2);
6008 $payfirst = $self->getfield('first');
6009 $paylast = $self->getfield('last');
6010 $payname = "$payfirst $paylast";
6013 my @invoicing_list = $self->invoicing_list_emailonly;
6014 if ( $conf->exists('emailinvoiceautoalways')
6015 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6016 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6017 push @invoicing_list, $self->all_emails;
6020 my $email = ($conf->exists('business-onlinepayment-email-override'))
6021 ? $conf->config('business-onlinepayment-email-override')
6022 : $invoicing_list[0];
6024 my $payip = exists($options{'payip'})
6027 $content{customer_ip} = $payip
6031 if ( $options{method} eq 'CC' ) {
6034 $content{card_number} = $payinfo = $cust_pay->payinfo;
6035 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6036 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6037 ($content{expiration} = "$2/$1"); # where available
6039 $content{card_number} = $payinfo = $self->payinfo;
6040 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6041 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6042 $content{expiration} = "$2/$1";
6045 } elsif ( $options{method} eq 'ECHECK' ) {
6048 $payinfo = $cust_pay->payinfo;
6050 $payinfo = $self->payinfo;
6052 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6053 $content{bank_name} = $self->payname;
6054 $content{account_type} = 'CHECKING';
6055 $content{account_name} = $payname;
6056 $content{customer_org} = $self->company ? 'B' : 'I';
6057 $content{customer_ssn} = $self->ss;
6058 } elsif ( $options{method} eq 'LEC' ) {
6059 $content{phone} = $payinfo = $self->payinfo;
6063 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6064 my %sub_content = $refund->content(
6065 'action' => 'credit',
6066 'customer_id' => $self->custnum,
6067 'last_name' => $paylast,
6068 'first_name' => $payfirst,
6070 'address' => $address,
6071 'city' => $self->city,
6072 'state' => $self->state,
6073 'zip' => $self->zip,
6074 'country' => $self->country,
6076 'phone' => $self->daytime || $self->night,
6079 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6083 return "$processor error: ". $refund->error_message
6084 unless $refund->is_success();
6086 my $paybatch = "$processor:". $refund->authorization;
6087 $paybatch .= ':'. $refund->order_number
6088 if $refund->can('order_number') && $refund->order_number;
6090 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6091 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6092 last unless @cust_bill_pay;
6093 my $cust_bill_pay = pop @cust_bill_pay;
6094 my $error = $cust_bill_pay->delete;
6098 my $cust_refund = new FS::cust_refund ( {
6099 'custnum' => $self->custnum,
6100 'paynum' => $options{'paynum'},
6101 'refund' => $amount,
6103 'payby' => $bop_method2payby{$options{method}},
6104 'payinfo' => $payinfo,
6105 'paybatch' => $paybatch,
6106 'reason' => $options{'reason'} || 'card or ACH refund',
6108 my $error = $cust_refund->insert;
6110 $cust_refund->paynum(''); #try again with no specific paynum
6111 my $error2 = $cust_refund->insert;
6113 # gah, even with transactions.
6114 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6115 "error inserting refund ($processor): $error2".
6116 " (previously tried insert with paynum #$options{'paynum'}" .
6127 =item batch_card OPTION => VALUE...
6129 Adds a payment for this invoice to the pending credit card batch (see
6130 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6131 runs the payment using a realtime gateway.
6136 my ($self, %options) = @_;
6139 if (exists($options{amount})) {
6140 $amount = $options{amount};
6142 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6144 return '' unless $amount > 0;
6146 my $invnum = delete $options{invnum};
6147 my $payby = $options{invnum} || $self->payby; #dubious
6149 if ($options{'realtime'}) {
6150 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6156 my $oldAutoCommit = $FS::UID::AutoCommit;
6157 local $FS::UID::AutoCommit = 0;
6160 #this needs to handle mysql as well as Pg, like svc_acct.pm
6161 #(make it into a common function if folks need to do batching with mysql)
6162 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6163 or return "Cannot lock pay_batch: " . $dbh->errstr;
6167 'payby' => FS::payby->payby2payment($payby),
6170 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6172 unless ( $pay_batch ) {
6173 $pay_batch = new FS::pay_batch \%pay_batch;
6174 my $error = $pay_batch->insert;
6176 $dbh->rollback if $oldAutoCommit;
6177 die "error creating new batch: $error\n";
6181 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6182 'batchnum' => $pay_batch->batchnum,
6183 'custnum' => $self->custnum,
6186 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6188 $options{$_} = '' unless exists($options{$_});
6191 my $cust_pay_batch = new FS::cust_pay_batch ( {
6192 'batchnum' => $pay_batch->batchnum,
6193 'invnum' => $invnum || 0, # is there a better value?
6194 # this field should be
6196 # cust_bill_pay_batch now
6197 'custnum' => $self->custnum,
6198 'last' => $self->getfield('last'),
6199 'first' => $self->getfield('first'),
6200 'address1' => $options{address1} || $self->address1,
6201 'address2' => $options{address2} || $self->address2,
6202 'city' => $options{city} || $self->city,
6203 'state' => $options{state} || $self->state,
6204 'zip' => $options{zip} || $self->zip,
6205 'country' => $options{country} || $self->country,
6206 'payby' => $options{payby} || $self->payby,
6207 'payinfo' => $options{payinfo} || $self->payinfo,
6208 'exp' => $options{paydate} || $self->paydate,
6209 'payname' => $options{payname} || $self->payname,
6210 'amount' => $amount, # consolidating
6213 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6214 if $old_cust_pay_batch;
6217 if ($old_cust_pay_batch) {
6218 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6220 $error = $cust_pay_batch->insert;
6224 $dbh->rollback if $oldAutoCommit;
6228 my $unapplied = $self->total_unapplied_credits
6229 + $self->total_unapplied_payments
6230 + $self->in_transit_payments;
6231 foreach my $cust_bill ($self->open_cust_bill) {
6232 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6233 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6234 'invnum' => $cust_bill->invnum,
6235 'paybatchnum' => $cust_pay_batch->paybatchnum,
6236 'amount' => $cust_bill->owed,
6239 if ($unapplied >= $cust_bill_pay_batch->amount){
6240 $unapplied -= $cust_bill_pay_batch->amount;
6243 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6244 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6246 $error = $cust_bill_pay_batch->insert;
6248 $dbh->rollback if $oldAutoCommit;
6253 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6257 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6259 Applies unapplied payments and credits.
6261 In most cases, this new method should be used in place of sequential
6262 apply_payments and apply_credits methods.
6264 A hash of optional arguments may be passed. Currently "manual" is supported.
6265 If true, a payment receipt is sent instead of a statement when
6266 'payment_receipt_email' configuration option is set.
6268 If there is an error, returns the error, otherwise returns false.
6272 sub apply_payments_and_credits {
6273 my( $self, %options ) = @_;
6275 local $SIG{HUP} = 'IGNORE';
6276 local $SIG{INT} = 'IGNORE';
6277 local $SIG{QUIT} = 'IGNORE';
6278 local $SIG{TERM} = 'IGNORE';
6279 local $SIG{TSTP} = 'IGNORE';
6280 local $SIG{PIPE} = 'IGNORE';
6282 my $oldAutoCommit = $FS::UID::AutoCommit;
6283 local $FS::UID::AutoCommit = 0;
6286 $self->select_for_update; #mutex
6288 foreach my $cust_bill ( $self->open_cust_bill ) {
6289 my $error = $cust_bill->apply_payments_and_credits(%options);
6291 $dbh->rollback if $oldAutoCommit;
6292 return "Error applying: $error";
6296 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6301 =item apply_credits OPTION => VALUE ...
6303 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6304 to outstanding invoice balances in chronological order (or reverse
6305 chronological order if the I<order> option is set to B<newest>) and returns the
6306 value of any remaining unapplied credits available for refund (see
6307 L<FS::cust_refund>).
6309 Dies if there is an error.
6317 local $SIG{HUP} = 'IGNORE';
6318 local $SIG{INT} = 'IGNORE';
6319 local $SIG{QUIT} = 'IGNORE';
6320 local $SIG{TERM} = 'IGNORE';
6321 local $SIG{TSTP} = 'IGNORE';
6322 local $SIG{PIPE} = 'IGNORE';
6324 my $oldAutoCommit = $FS::UID::AutoCommit;
6325 local $FS::UID::AutoCommit = 0;
6328 $self->select_for_update; #mutex
6330 unless ( $self->total_unapplied_credits ) {
6331 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6335 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6336 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6338 my @invoices = $self->open_cust_bill;
6339 @invoices = sort { $b->_date <=> $a->_date } @invoices
6340 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6342 if ( $conf->exists('pkg-balances') ) {
6343 # limit @credits to those w/ a pkgnum grepped from $self
6345 foreach my $i (@invoices) {
6346 foreach my $li ( $i->cust_bill_pkg ) {
6347 $pkgnums{$li->pkgnum} = 1;
6350 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6355 foreach my $cust_bill ( @invoices ) {
6357 if ( !defined($credit) || $credit->credited == 0) {
6358 $credit = pop @credits or last;
6362 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6363 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6365 $owed = $cust_bill->owed;
6367 unless ( $owed > 0 ) {
6368 push @credits, $credit;
6372 my $amount = min( $credit->credited, $owed );
6374 my $cust_credit_bill = new FS::cust_credit_bill ( {
6375 'crednum' => $credit->crednum,
6376 'invnum' => $cust_bill->invnum,
6377 'amount' => $amount,
6379 $cust_credit_bill->pkgnum( $credit->pkgnum )
6380 if $conf->exists('pkg-balances') && $credit->pkgnum;
6381 my $error = $cust_credit_bill->insert;
6383 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6387 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6391 my $total_unapplied_credits = $self->total_unapplied_credits;
6393 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6395 return $total_unapplied_credits;
6398 =item apply_payments [ OPTION => VALUE ... ]
6400 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6401 to outstanding invoice balances in chronological order.
6403 #and returns the value of any remaining unapplied payments.
6405 A hash of optional arguments may be passed. Currently "manual" is supported.
6406 If true, a payment receipt is sent instead of a statement when
6407 'payment_receipt_email' configuration option is set.
6409 Dies if there is an error.
6413 sub apply_payments {
6414 my( $self, %options ) = @_;
6416 local $SIG{HUP} = 'IGNORE';
6417 local $SIG{INT} = 'IGNORE';
6418 local $SIG{QUIT} = 'IGNORE';
6419 local $SIG{TERM} = 'IGNORE';
6420 local $SIG{TSTP} = 'IGNORE';
6421 local $SIG{PIPE} = 'IGNORE';
6423 my $oldAutoCommit = $FS::UID::AutoCommit;
6424 local $FS::UID::AutoCommit = 0;
6427 $self->select_for_update; #mutex
6431 my @payments = sort { $b->_date <=> $a->_date }
6432 grep { $_->unapplied > 0 }
6435 my @invoices = sort { $a->_date <=> $b->_date}
6436 grep { $_->owed > 0 }
6439 if ( $conf->exists('pkg-balances') ) {
6440 # limit @payments to those w/ a pkgnum grepped from $self
6442 foreach my $i (@invoices) {
6443 foreach my $li ( $i->cust_bill_pkg ) {
6444 $pkgnums{$li->pkgnum} = 1;
6447 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6452 foreach my $cust_bill ( @invoices ) {
6454 if ( !defined($payment) || $payment->unapplied == 0 ) {
6455 $payment = pop @payments or last;
6459 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6460 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6462 $owed = $cust_bill->owed;
6464 unless ( $owed > 0 ) {
6465 push @payments, $payment;
6469 my $amount = min( $payment->unapplied, $owed );
6471 my $cust_bill_pay = new FS::cust_bill_pay ( {
6472 'paynum' => $payment->paynum,
6473 'invnum' => $cust_bill->invnum,
6474 'amount' => $amount,
6476 $cust_bill_pay->pkgnum( $payment->pkgnum )
6477 if $conf->exists('pkg-balances') && $payment->pkgnum;
6478 my $error = $cust_bill_pay->insert(%options);
6480 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6484 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6488 my $total_unapplied_payments = $self->total_unapplied_payments;
6490 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6492 return $total_unapplied_payments;
6497 Returns the total owed for this customer on all invoices
6498 (see L<FS::cust_bill/owed>).
6504 $self->total_owed_date(2145859200); #12/31/2037
6507 =item total_owed_date TIME
6509 Returns the total owed for this customer on all invoices with date earlier than
6510 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6511 see L<Time::Local> and L<Date::Parse> for conversion functions.
6515 sub total_owed_date {
6519 # my $custnum = $self->custnum;
6521 # my $owed_sql = FS::cust_bill->owed_sql;
6524 # SELECT SUM($owed_sql) FROM cust_bill
6525 # WHERE custnum = $custnum
6526 # AND _date <= $time
6529 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6530 # $sth->execute() or die $sth->errstr;
6532 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6535 foreach my $cust_bill (
6536 grep { $_->_date <= $time }
6537 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6539 $total_bill += $cust_bill->owed;
6541 sprintf( "%.2f", $total_bill );
6545 =item total_owed_pkgnum PKGNUM
6547 Returns the total owed on all invoices for this customer's specific package
6548 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6552 sub total_owed_pkgnum {
6553 my( $self, $pkgnum ) = @_;
6554 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6557 =item total_owed_date_pkgnum TIME PKGNUM
6559 Returns the total owed for this customer's specific package when using
6560 experimental package balances on all invoices with date earlier than
6561 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6562 see L<Time::Local> and L<Date::Parse> for conversion functions.
6566 sub total_owed_date_pkgnum {
6567 my( $self, $time, $pkgnum ) = @_;
6570 foreach my $cust_bill (
6571 grep { $_->_date <= $time }
6572 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6574 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6576 sprintf( "%.2f", $total_bill );
6582 Returns the total amount of all payments.
6589 $total += $_->paid foreach $self->cust_pay;
6590 sprintf( "%.2f", $total );
6593 =item total_unapplied_credits
6595 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6596 customer. See L<FS::cust_credit/credited>.
6598 =item total_credited
6600 Old name for total_unapplied_credits. Don't use.
6604 sub total_credited {
6605 #carp "total_credited deprecated, use total_unapplied_credits";
6606 shift->total_unapplied_credits(@_);
6609 sub total_unapplied_credits {
6611 my $total_credit = 0;
6612 $total_credit += $_->credited foreach $self->cust_credit;
6613 sprintf( "%.2f", $total_credit );
6616 =item total_unapplied_credits_pkgnum PKGNUM
6618 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6619 customer. See L<FS::cust_credit/credited>.
6623 sub total_unapplied_credits_pkgnum {
6624 my( $self, $pkgnum ) = @_;
6625 my $total_credit = 0;
6626 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6627 sprintf( "%.2f", $total_credit );
6631 =item total_unapplied_payments
6633 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6634 See L<FS::cust_pay/unapplied>.
6638 sub total_unapplied_payments {
6640 my $total_unapplied = 0;
6641 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6642 sprintf( "%.2f", $total_unapplied );
6645 =item total_unapplied_payments_pkgnum PKGNUM
6647 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6648 specific package when using experimental package balances. See
6649 L<FS::cust_pay/unapplied>.
6653 sub total_unapplied_payments_pkgnum {
6654 my( $self, $pkgnum ) = @_;
6655 my $total_unapplied = 0;
6656 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6657 sprintf( "%.2f", $total_unapplied );
6661 =item total_unapplied_refunds
6663 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6664 customer. See L<FS::cust_refund/unapplied>.
6668 sub total_unapplied_refunds {
6670 my $total_unapplied = 0;
6671 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6672 sprintf( "%.2f", $total_unapplied );
6677 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6678 total_unapplied_credits minus total_unapplied_payments).
6686 + $self->total_unapplied_refunds
6687 - $self->total_unapplied_credits
6688 - $self->total_unapplied_payments
6692 =item balance_date TIME
6694 Returns the balance for this customer, only considering invoices with date
6695 earlier than TIME (total_owed_date minus total_credited minus
6696 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6697 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6706 $self->total_owed_date($time)
6707 + $self->total_unapplied_refunds
6708 - $self->total_unapplied_credits
6709 - $self->total_unapplied_payments
6713 =item balance_pkgnum PKGNUM
6715 Returns the balance for this customer's specific package when using
6716 experimental package balances (total_owed plus total_unrefunded, minus
6717 total_unapplied_credits minus total_unapplied_payments)
6721 sub balance_pkgnum {
6722 my( $self, $pkgnum ) = @_;
6725 $self->total_owed_pkgnum($pkgnum)
6726 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6727 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6728 - $self->total_unapplied_credits_pkgnum($pkgnum)
6729 - $self->total_unapplied_payments_pkgnum($pkgnum)
6733 =item in_transit_payments
6735 Returns the total of requests for payments for this customer pending in
6736 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6740 sub in_transit_payments {
6742 my $in_transit_payments = 0;
6743 foreach my $pay_batch ( qsearch('pay_batch', {
6746 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6747 'batchnum' => $pay_batch->batchnum,
6748 'custnum' => $self->custnum,
6750 $in_transit_payments += $cust_pay_batch->amount;
6753 sprintf( "%.2f", $in_transit_payments );
6758 Returns a hash of useful information for making a payment.
6768 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6769 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6770 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6774 For credit card transactions:
6786 For electronic check transactions:
6801 $return{balance} = $self->balance;
6803 $return{payname} = $self->payname
6804 || ( $self->first. ' '. $self->get('last') );
6806 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6808 $return{payby} = $self->payby;
6809 $return{stateid_state} = $self->stateid_state;
6811 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6812 $return{card_type} = cardtype($self->payinfo);
6813 $return{payinfo} = $self->paymask;
6815 @return{'month', 'year'} = $self->paydate_monthyear;
6819 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6820 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6821 $return{payinfo1} = $payinfo1;
6822 $return{payinfo2} = $payinfo2;
6823 $return{paytype} = $self->paytype;
6824 $return{paystate} = $self->paystate;
6828 #doubleclick protection
6830 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6836 =item paydate_monthyear
6838 Returns a two-element list consisting of the month and year of this customer's
6839 paydate (credit card expiration date for CARD customers)
6843 sub paydate_monthyear {
6845 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6847 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6854 =item tax_exemption TAXNAME
6859 my( $self, $taxname ) = @_;
6861 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6862 'taxname' => $taxname,
6867 =item cust_main_exemption
6871 sub cust_main_exemption {
6873 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6876 =item invoicing_list [ ARRAYREF ]
6878 If an arguement is given, sets these email addresses as invoice recipients
6879 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6880 (except as warnings), so use check_invoicing_list first.
6882 Returns a list of email addresses (with svcnum entries expanded).
6884 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6885 check it without disturbing anything by passing nothing.
6887 This interface may change in the future.
6891 sub invoicing_list {
6892 my( $self, $arrayref ) = @_;
6895 my @cust_main_invoice;
6896 if ( $self->custnum ) {
6897 @cust_main_invoice =
6898 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6900 @cust_main_invoice = ();
6902 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6903 #warn $cust_main_invoice->destnum;
6904 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6905 #warn $cust_main_invoice->destnum;
6906 my $error = $cust_main_invoice->delete;
6907 warn $error if $error;
6910 if ( $self->custnum ) {
6911 @cust_main_invoice =
6912 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6914 @cust_main_invoice = ();
6916 my %seen = map { $_->address => 1 } @cust_main_invoice;
6917 foreach my $address ( @{$arrayref} ) {
6918 next if exists $seen{$address} && $seen{$address};
6919 $seen{$address} = 1;
6920 my $cust_main_invoice = new FS::cust_main_invoice ( {
6921 'custnum' => $self->custnum,
6924 my $error = $cust_main_invoice->insert;
6925 warn $error if $error;
6929 if ( $self->custnum ) {
6931 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6938 =item check_invoicing_list ARRAYREF
6940 Checks these arguements as valid input for the invoicing_list method. If there
6941 is an error, returns the error, otherwise returns false.
6945 sub check_invoicing_list {
6946 my( $self, $arrayref ) = @_;
6948 foreach my $address ( @$arrayref ) {
6950 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6951 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6954 my $cust_main_invoice = new FS::cust_main_invoice ( {
6955 'custnum' => $self->custnum,
6958 my $error = $self->custnum
6959 ? $cust_main_invoice->check
6960 : $cust_main_invoice->checkdest
6962 return $error if $error;
6966 return "Email address required"
6967 if $conf->exists('cust_main-require_invoicing_list_email')
6968 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6973 =item set_default_invoicing_list
6975 Sets the invoicing list to all accounts associated with this customer,
6976 overwriting any previous invoicing list.
6980 sub set_default_invoicing_list {
6982 $self->invoicing_list($self->all_emails);
6987 Returns the email addresses of all accounts provisioned for this customer.
6994 foreach my $cust_pkg ( $self->all_pkgs ) {
6995 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6997 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6998 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7000 $list{$_}=1 foreach map { $_->email } @svc_acct;
7005 =item invoicing_list_addpost
7007 Adds postal invoicing to this customer. If this customer is already configured
7008 to receive postal invoices, does nothing.
7012 sub invoicing_list_addpost {
7014 return if grep { $_ eq 'POST' } $self->invoicing_list;
7015 my @invoicing_list = $self->invoicing_list;
7016 push @invoicing_list, 'POST';
7017 $self->invoicing_list(\@invoicing_list);
7020 =item invoicing_list_emailonly
7022 Returns the list of email invoice recipients (invoicing_list without non-email
7023 destinations such as POST and FAX).
7027 sub invoicing_list_emailonly {
7029 warn "$me invoicing_list_emailonly called"
7031 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7034 =item invoicing_list_emailonly_scalar
7036 Returns the list of email invoice recipients (invoicing_list without non-email
7037 destinations such as POST and FAX) as a comma-separated scalar.
7041 sub invoicing_list_emailonly_scalar {
7043 warn "$me invoicing_list_emailonly_scalar called"
7045 join(', ', $self->invoicing_list_emailonly);
7048 =item referral_custnum_cust_main
7050 Returns the customer who referred this customer (or the empty string, if
7051 this customer was not referred).
7053 Note the difference with referral_cust_main method: This method,
7054 referral_custnum_cust_main returns the single customer (if any) who referred
7055 this customer, while referral_cust_main returns an array of customers referred
7060 sub referral_custnum_cust_main {
7062 return '' unless $self->referral_custnum;
7063 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7066 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7068 Returns an array of customers referred by this customer (referral_custnum set
7069 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7070 customers referred by customers referred by this customer and so on, inclusive.
7071 The default behavior is DEPTH 1 (no recursion).
7073 Note the difference with referral_custnum_cust_main method: This method,
7074 referral_cust_main, returns an array of customers referred BY this customer,
7075 while referral_custnum_cust_main returns the single customer (if any) who
7076 referred this customer.
7080 sub referral_cust_main {
7082 my $depth = @_ ? shift : 1;
7083 my $exclude = @_ ? shift : {};
7086 map { $exclude->{$_->custnum}++; $_; }
7087 grep { ! $exclude->{ $_->custnum } }
7088 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7092 map { $_->referral_cust_main($depth-1, $exclude) }
7099 =item referral_cust_main_ncancelled
7101 Same as referral_cust_main, except only returns customers with uncancelled
7106 sub referral_cust_main_ncancelled {
7108 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7111 =item referral_cust_pkg [ DEPTH ]
7113 Like referral_cust_main, except returns a flat list of all unsuspended (and
7114 uncancelled) packages for each customer. The number of items in this list may
7115 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7119 sub referral_cust_pkg {
7121 my $depth = @_ ? shift : 1;
7123 map { $_->unsuspended_pkgs }
7124 grep { $_->unsuspended_pkgs }
7125 $self->referral_cust_main($depth);
7128 =item referring_cust_main
7130 Returns the single cust_main record for the customer who referred this customer
7131 (referral_custnum), or false.
7135 sub referring_cust_main {
7137 return '' unless $self->referral_custnum;
7138 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7141 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7143 Applies a credit to this customer. If there is an error, returns the error,
7144 otherwise returns false.
7146 REASON can be a text string, an FS::reason object, or a scalar reference to
7147 a reasonnum. If a text string, it will be automatically inserted as a new
7148 reason, and a 'reason_type' option must be passed to indicate the
7149 FS::reason_type for the new reason.
7151 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7153 Any other options are passed to FS::cust_credit::insert.
7158 my( $self, $amount, $reason, %options ) = @_;
7160 my $cust_credit = new FS::cust_credit {
7161 'custnum' => $self->custnum,
7162 'amount' => $amount,
7165 if ( ref($reason) ) {
7167 if ( ref($reason) eq 'SCALAR' ) {
7168 $cust_credit->reasonnum( $$reason );
7170 $cust_credit->reasonnum( $reason->reasonnum );
7174 $cust_credit->set('reason', $reason)
7177 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7178 if exists($options{'addlinfo'});
7180 $cust_credit->insert(%options);
7184 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7186 Creates a one-time charge for this customer. If there is an error, returns
7187 the error, otherwise returns false.
7189 New-style, with a hashref of options:
7191 my $error = $cust_main->charge(
7195 'start_date' => str2time('7/4/2009'),
7196 'pkg' => 'Description',
7197 'comment' => 'Comment',
7198 'additional' => [], #extra invoice detail
7199 'classnum' => 1, #pkg_class
7201 'setuptax' => '', # or 'Y' for tax exempt
7204 'taxclass' => 'Tax class',
7207 'taxproduct' => 2, #part_pkg_taxproduct
7208 'override' => {}, #XXX describe
7210 #will be filled in with the new object
7211 'cust_pkg_ref' => \$cust_pkg,
7213 #generate an invoice immediately
7215 'invoice_terms' => '', #with these terms
7221 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7227 my ( $amount, $quantity, $start_date, $classnum );
7228 my ( $pkg, $comment, $additional );
7229 my ( $setuptax, $taxclass ); #internal taxes
7230 my ( $taxproduct, $override ); #vendor (CCH) taxes
7231 my $cust_pkg_ref = '';
7232 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7233 if ( ref( $_[0] ) ) {
7234 $amount = $_[0]->{amount};
7235 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7236 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7237 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7238 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7239 : '$'. sprintf("%.2f",$amount);
7240 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7241 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7242 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7243 $additional = $_[0]->{additional} || [];
7244 $taxproduct = $_[0]->{taxproductnum};
7245 $override = { '' => $_[0]->{tax_override} };
7246 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7247 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7248 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7253 $pkg = @_ ? shift : 'One-time charge';
7254 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7256 $taxclass = @_ ? shift : '';
7260 local $SIG{HUP} = 'IGNORE';
7261 local $SIG{INT} = 'IGNORE';
7262 local $SIG{QUIT} = 'IGNORE';
7263 local $SIG{TERM} = 'IGNORE';
7264 local $SIG{TSTP} = 'IGNORE';
7265 local $SIG{PIPE} = 'IGNORE';
7267 my $oldAutoCommit = $FS::UID::AutoCommit;
7268 local $FS::UID::AutoCommit = 0;
7271 my $part_pkg = new FS::part_pkg ( {
7273 'comment' => $comment,
7277 'classnum' => ( $classnum ? $classnum : '' ),
7278 'setuptax' => $setuptax,
7279 'taxclass' => $taxclass,
7280 'taxproductnum' => $taxproduct,
7283 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7284 ( 0 .. @$additional - 1 )
7286 'additional_count' => scalar(@$additional),
7287 'setup_fee' => $amount,
7290 my $error = $part_pkg->insert( options => \%options,
7291 tax_overrides => $override,
7294 $dbh->rollback if $oldAutoCommit;
7298 my $pkgpart = $part_pkg->pkgpart;
7299 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7300 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7301 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7302 $error = $type_pkgs->insert;
7304 $dbh->rollback if $oldAutoCommit;
7309 my $cust_pkg = new FS::cust_pkg ( {
7310 'custnum' => $self->custnum,
7311 'pkgpart' => $pkgpart,
7312 'quantity' => $quantity,
7313 'start_date' => $start_date,
7316 $error = $cust_pkg->insert;
7318 $dbh->rollback if $oldAutoCommit;
7320 } elsif ( $cust_pkg_ref ) {
7321 ${$cust_pkg_ref} = $cust_pkg;
7325 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7326 'pkg_list' => [ $cust_pkg ],
7329 $dbh->rollback if $oldAutoCommit;
7334 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7339 #=item charge_postal_fee
7341 #Applies a one time charge this customer. If there is an error,
7342 #returns the error, returns the cust_pkg charge object or false
7343 #if there was no charge.
7347 # This should be a customer event. For that to work requires that bill
7348 # also be a customer event.
7350 sub charge_postal_fee {
7353 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7354 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7356 my $cust_pkg = new FS::cust_pkg ( {
7357 'custnum' => $self->custnum,
7358 'pkgpart' => $pkgpart,
7362 my $error = $cust_pkg->insert;
7363 $error ? $error : $cust_pkg;
7368 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7374 map { $_ } #return $self->num_cust_bill unless wantarray;
7375 sort { $a->_date <=> $b->_date }
7376 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7379 =item open_cust_bill
7381 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7386 sub open_cust_bill {
7390 'table' => 'cust_bill',
7391 'hashref' => { 'custnum' => $self->custnum, },
7392 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7393 'order_by' => 'ORDER BY _date ASC',
7398 =item cust_statements
7400 Returns all the statements (see L<FS::cust_statement>) for this customer.
7404 sub cust_statement {
7406 map { $_ } #return $self->num_cust_statement unless wantarray;
7407 sort { $a->_date <=> $b->_date }
7408 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7413 Returns all the credits (see L<FS::cust_credit>) for this customer.
7419 map { $_ } #return $self->num_cust_credit unless wantarray;
7420 sort { $a->_date <=> $b->_date }
7421 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7424 =item cust_credit_pkgnum
7426 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7427 package when using experimental package balances.
7431 sub cust_credit_pkgnum {
7432 my( $self, $pkgnum ) = @_;
7433 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7434 sort { $a->_date <=> $b->_date }
7435 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7436 'pkgnum' => $pkgnum,
7443 Returns all the payments (see L<FS::cust_pay>) for this customer.
7449 return $self->num_cust_pay unless wantarray;
7450 sort { $a->_date <=> $b->_date }
7451 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7456 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7457 called automatically when the cust_pay method is used in a scalar context.
7463 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7464 my $sth = dbh->prepare($sql) or die dbh->errstr;
7465 $sth->execute($self->custnum) or die $sth->errstr;
7466 $sth->fetchrow_arrayref->[0];
7469 =item cust_pay_pkgnum
7471 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7472 package when using experimental package balances.
7476 sub cust_pay_pkgnum {
7477 my( $self, $pkgnum ) = @_;
7478 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7479 sort { $a->_date <=> $b->_date }
7480 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7481 'pkgnum' => $pkgnum,
7488 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7494 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7495 sort { $a->_date <=> $b->_date }
7496 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7499 =item cust_pay_batch
7501 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7505 sub cust_pay_batch {
7507 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7508 sort { $a->paybatchnum <=> $b->paybatchnum }
7509 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7512 =item cust_pay_pending
7514 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7515 (without status "done").
7519 sub cust_pay_pending {
7521 return $self->num_cust_pay_pending unless wantarray;
7522 sort { $a->_date <=> $b->_date }
7523 qsearch( 'cust_pay_pending', {
7524 'custnum' => $self->custnum,
7525 'status' => { op=>'!=', value=>'done' },
7530 =item num_cust_pay_pending
7532 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7533 customer (without status "done"). Also called automatically when the
7534 cust_pay_pending method is used in a scalar context.
7538 sub num_cust_pay_pending {
7540 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7541 " WHERE custnum = ? AND status != 'done' ";
7542 my $sth = dbh->prepare($sql) or die dbh->errstr;
7543 $sth->execute($self->custnum) or die $sth->errstr;
7544 $sth->fetchrow_arrayref->[0];
7549 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7555 map { $_ } #return $self->num_cust_refund unless wantarray;
7556 sort { $a->_date <=> $b->_date }
7557 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7560 =item display_custnum
7562 Returns the displayed customer number for this customer: agent_custid if
7563 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7567 sub display_custnum {
7569 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7570 return $self->agent_custid;
7572 return $self->custnum;
7578 Returns a name string for this customer, either "Company (Last, First)" or
7585 my $name = $self->contact;
7586 $name = $self->company. " ($name)" if $self->company;
7592 Returns a name string for this (service/shipping) contact, either
7593 "Company (Last, First)" or "Last, First".
7599 if ( $self->get('ship_last') ) {
7600 my $name = $self->ship_contact;
7601 $name = $self->ship_company. " ($name)" if $self->ship_company;
7610 Returns a name string for this customer, either "Company" or "First Last".
7616 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7619 =item ship_name_short
7621 Returns a name string for this (service/shipping) contact, either "Company"
7626 sub ship_name_short {
7628 if ( $self->get('ship_last') ) {
7629 $self->ship_company !~ /^\s*$/
7630 ? $self->ship_company
7631 : $self->ship_contact_firstlast;
7633 $self->name_company_or_firstlast;
7639 Returns this customer's full (billing) contact name only, "Last, First"
7645 $self->get('last'). ', '. $self->first;
7650 Returns this customer's full (shipping) contact name only, "Last, First"
7656 $self->get('ship_last')
7657 ? $self->get('ship_last'). ', '. $self->ship_first
7661 =item contact_firstlast
7663 Returns this customers full (billing) contact name only, "First Last".
7667 sub contact_firstlast {
7669 $self->first. ' '. $self->get('last');
7672 =item ship_contact_firstlast
7674 Returns this customer's full (shipping) contact name only, "First Last".
7678 sub ship_contact_firstlast {
7680 $self->get('ship_last')
7681 ? $self->first. ' '. $self->get('ship_last')
7682 : $self->contact_firstlast;
7687 Returns this customer's full country name
7693 code2country($self->country);
7696 =item geocode DATA_VENDOR
7698 Returns a value for the customer location as encoded by DATA_VENDOR.
7699 Currently this only makes sense for "CCH" as DATA_VENDOR.
7704 my ($self, $data_vendor) = (shift, shift); #always cch for now
7706 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7707 return $geocode if $geocode;
7709 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7713 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7714 if $self->country eq 'US';
7716 #CCH specific location stuff
7717 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7719 my @cust_tax_location =
7721 'table' => 'cust_tax_location',
7722 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7723 'extra_sql' => $extra_sql,
7724 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7727 $geocode = $cust_tax_location[0]->geocode
7728 if scalar(@cust_tax_location);
7737 Returns a status string for this customer, currently:
7741 =item prospect - No packages have ever been ordered
7743 =item active - One or more recurring packages is active
7745 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7747 =item suspended - All non-cancelled recurring packages are suspended
7749 =item cancelled - All recurring packages are cancelled
7755 sub status { shift->cust_status(@_); }
7759 for my $status (qw( prospect active inactive suspended cancelled )) {
7760 my $method = $status.'_sql';
7761 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7762 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7763 $sth->execute( ($self->custnum) x $numnum )
7764 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7765 return $status if $sth->fetchrow_arrayref->[0];
7769 =item ucfirst_cust_status
7771 =item ucfirst_status
7773 Returns the status with the first character capitalized.
7777 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7779 sub ucfirst_cust_status {
7781 ucfirst($self->cust_status);
7786 Returns a hex triplet color string for this customer's status.
7790 use vars qw(%statuscolor);
7791 tie %statuscolor, 'Tie::IxHash',
7792 'prospect' => '7e0079', #'000000', #black? naw, purple
7793 'active' => '00CC00', #green
7794 'inactive' => '0000CC', #blue
7795 'suspended' => 'FF9900', #yellow
7796 'cancelled' => 'FF0000', #red
7799 sub statuscolor { shift->cust_statuscolor(@_); }
7801 sub cust_statuscolor {
7803 $statuscolor{$self->cust_status};
7808 Returns an array of hashes representing the customer's RT tickets.
7815 my $num = $conf->config('cust_main-max_tickets') || 10;
7818 if ( $conf->config('ticket_system') ) {
7819 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7821 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7825 foreach my $priority (
7826 $conf->config('ticket_system-custom_priority_field-values'), ''
7828 last if scalar(@tickets) >= $num;
7830 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7831 $num - scalar(@tickets),
7841 # Return services representing svc_accts in customer support packages
7842 sub support_services {
7844 my %packages = map { $_ => 1 } $conf->config('support_packages');
7846 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7847 grep { $_->part_svc->svcdb eq 'svc_acct' }
7848 map { $_->cust_svc }
7849 grep { exists $packages{ $_->pkgpart } }
7850 $self->ncancelled_pkgs;
7854 # Return a list of latitude/longitude for one of the services (if any)
7855 sub service_coordinates {
7859 grep { $_->latitude && $_->longitude }
7861 map { $_->cust_svc }
7862 $self->ncancelled_pkgs;
7864 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7869 =head1 CLASS METHODS
7875 Class method that returns the list of possible status strings for customers
7876 (see L<the status method|/status>). For example:
7878 @statuses = FS::cust_main->statuses();
7883 #my $self = shift; #could be class...
7889 Returns an SQL expression identifying prospective cust_main records (customers
7890 with no packages ever ordered)
7894 use vars qw($select_count_pkgs);
7895 $select_count_pkgs =
7896 "SELECT COUNT(*) FROM cust_pkg
7897 WHERE cust_pkg.custnum = cust_main.custnum";
7899 sub select_count_pkgs_sql {
7903 sub prospect_sql { "
7904 0 = ( $select_count_pkgs )
7909 Returns an SQL expression identifying active cust_main records (customers with
7910 active recurring packages).
7915 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7921 Returns an SQL expression identifying inactive cust_main records (customers with
7922 no active recurring packages, but otherwise unsuspended/uncancelled).
7926 sub inactive_sql { "
7927 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7929 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7935 Returns an SQL expression identifying suspended cust_main records.
7940 sub suspended_sql { susp_sql(@_); }
7942 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7944 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7950 Returns an SQL expression identifying cancelled cust_main records.
7954 sub cancelled_sql { cancel_sql(@_); }
7957 my $recurring_sql = FS::cust_pkg->recurring_sql;
7958 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7961 0 < ( $select_count_pkgs )
7962 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7963 AND 0 = ( $select_count_pkgs AND $recurring_sql
7964 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7966 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7972 =item uncancelled_sql
7974 Returns an SQL expression identifying un-cancelled cust_main records.
7978 sub uncancelled_sql { uncancel_sql(@_); }
7979 sub uncancel_sql { "
7980 ( 0 < ( $select_count_pkgs
7981 AND ( cust_pkg.cancel IS NULL
7982 OR cust_pkg.cancel = 0
7985 OR 0 = ( $select_count_pkgs )
7991 Returns an SQL fragment to retreive the balance.
7996 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7997 WHERE cust_bill.custnum = cust_main.custnum )
7998 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7999 WHERE cust_pay.custnum = cust_main.custnum )
8000 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8001 WHERE cust_credit.custnum = cust_main.custnum )
8002 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8003 WHERE cust_refund.custnum = cust_main.custnum )
8006 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8008 Returns an SQL fragment to retreive the balance for this customer, only
8009 considering invoices with date earlier than START_TIME, and optionally not
8010 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8011 total_unapplied_payments).
8013 Times are specified as SQL fragments or numeric
8014 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8015 L<Date::Parse> for conversion functions. The empty string can be passed
8016 to disable that time constraint completely.
8018 Available options are:
8022 =item unapplied_date
8024 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)
8029 set to true to remove all customer comparison clauses, for totals
8034 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8039 JOIN clause (typically used with the total option)
8045 sub balance_date_sql {
8046 my( $class, $start, $end, %opt ) = @_;
8048 my $owed = FS::cust_bill->owed_sql;
8049 my $unapp_refund = FS::cust_refund->unapplied_sql;
8050 my $unapp_credit = FS::cust_credit->unapplied_sql;
8051 my $unapp_pay = FS::cust_pay->unapplied_sql;
8053 my $j = $opt{'join'} || '';
8055 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8056 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8057 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8058 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8060 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8061 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8062 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8063 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8068 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8070 Returns an SQL fragment to retreive the total unapplied payments for this
8071 customer, only considering invoices with date earlier than START_TIME, and
8072 optionally not later than END_TIME.
8074 Times are specified as SQL fragments or numeric
8075 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8076 L<Date::Parse> for conversion functions. The empty string can be passed
8077 to disable that time constraint completely.
8079 Available options are:
8083 sub unapplied_payments_date_sql {
8084 my( $class, $start, $end, ) = @_;
8086 my $unapp_pay = FS::cust_pay->unapplied_sql;
8088 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8089 'unapplied_date'=>1 );
8091 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8094 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8096 Helper method for balance_date_sql; name (and usage) subject to change
8097 (suggestions welcome).
8099 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8100 cust_refund, cust_credit or cust_pay).
8102 If TABLE is "cust_bill" or the unapplied_date option is true, only
8103 considers records with date earlier than START_TIME, and optionally not
8104 later than END_TIME .
8108 sub _money_table_where {
8109 my( $class, $table, $start, $end, %opt ) = @_;
8112 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8113 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8114 push @where, "$table._date <= $start" if defined($start) && length($start);
8115 push @where, "$table._date > $end" if defined($end) && length($end);
8117 push @where, @{$opt{'where'}} if $opt{'where'};
8118 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8124 =item search_sql HASHREF
8128 Returns a qsearch hash expression to search for parameters specified in HREF.
8129 Valid parameters are
8137 =item cancelled_pkgs
8143 listref of start date, end date
8149 =item current_balance
8151 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8155 =item flattened_pkgs
8164 my ($class, $params) = @_;
8175 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8177 "cust_main.agentnum = $1";
8184 #prospect active inactive suspended cancelled
8185 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8186 my $method = $params->{'status'}. '_sql';
8187 #push @where, $class->$method();
8188 push @where, FS::cust_main->$method();
8192 # parse cancelled package checkbox
8197 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8198 unless $params->{'cancelled_pkgs'};
8201 # parse without census tract checkbox
8204 push @where, "(censustract = '' or censustract is null)"
8205 if $params->{'no_censustract'};
8211 foreach my $field (qw( signupdate )) {
8213 next unless exists($params->{$field});
8215 my($beginning, $ending) = @{$params->{$field}};
8218 "cust_main.$field IS NOT NULL",
8219 "cust_main.$field >= $beginning",
8220 "cust_main.$field <= $ending";
8222 $orderby ||= "ORDER BY cust_main.$field";
8230 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8232 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8239 #my $balance_sql = $class->balance_sql();
8240 my $balance_sql = FS::cust_main->balance_sql();
8242 push @where, map { s/current_balance/$balance_sql/; $_ }
8243 @{ $params->{'current_balance'} };
8249 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8251 "cust_main.custbatch = '$1'";
8255 # setup queries, subs, etc. for the search
8258 $orderby ||= 'ORDER BY custnum';
8260 # here is the agent virtualization
8261 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8263 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8265 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8267 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8269 my $select = join(', ',
8270 'cust_main.custnum',
8271 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8274 my(@extra_headers) = ();
8275 my(@extra_fields) = ();
8277 if ($params->{'flattened_pkgs'}) {
8279 if ($dbh->{Driver}->{Name} eq 'Pg') {
8281 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8283 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8284 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8285 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8287 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8288 "omitting packing information from report.";
8291 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";
8293 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8294 $sth->execute() or die $sth->errstr;
8295 my $headerrow = $sth->fetchrow_arrayref;
8296 my $headercount = $headerrow ? $headerrow->[0] : 0;
8297 while($headercount) {
8298 unshift @extra_headers, "Package ". $headercount;
8299 unshift @extra_fields, eval q!sub {my $c = shift;
8300 my @a = split '\|', $c->magic;
8301 my $p = $a[!.--$headercount. q!];
8309 'table' => 'cust_main',
8310 'select' => $select,
8312 'extra_sql' => $extra_sql,
8313 'order_by' => $orderby,
8314 'count_query' => $count_query,
8315 'extra_headers' => \@extra_headers,
8316 'extra_fields' => \@extra_fields,
8321 =item email_search_sql HASHREF
8325 Emails a notice to the specified customers.
8327 Valid parameters are those of the L<search_sql> method, plus the following:
8349 Optional job queue job for status updates.
8353 Returns an error message, or false for success.
8355 If an error occurs during any email, stops the enture send and returns that
8356 error. Presumably if you're getting SMTP errors aborting is better than
8357 retrying everything.
8361 sub email_search_sql {
8362 my($class, $params) = @_;
8364 my $from = delete $params->{from};
8365 my $subject = delete $params->{subject};
8366 my $html_body = delete $params->{html_body};
8367 my $text_body = delete $params->{text_body};
8369 my $job = delete $params->{'job'};
8371 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8372 unless ref($params->{'payby'});
8374 my $sql_query = $class->search_sql($params);
8376 my $count_query = delete($sql_query->{'count_query'});
8377 my $count_sth = dbh->prepare($count_query)
8378 or die "Error preparing $count_query: ". dbh->errstr;
8380 or die "Error executing $count_query: ". $count_sth->errstr;
8381 my $count_arrayref = $count_sth->fetchrow_arrayref;
8382 my $num_cust = $count_arrayref->[0];
8384 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8385 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8388 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8390 #eventually order+limit magic to reduce memory use?
8391 foreach my $cust_main ( qsearch($sql_query) ) {
8393 my $to = $cust_main->invoicing_list_emailonly_scalar;
8396 my $error = send_email(
8400 'subject' => $subject,
8401 'html_body' => $html_body,
8402 'text_body' => $text_body,
8405 return $error if $error;
8407 if ( $job ) { #progressbar foo
8409 if ( time - $min_sec > $last ) {
8410 my $error = $job->update_statustext(
8411 int( 100 * $num / $num_cust )
8413 die $error if $error;
8423 use Storable qw(thaw);
8426 sub process_email_search_sql {
8428 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8430 my $param = thaw(decode_base64(shift));
8431 warn Dumper($param) if $DEBUG;
8433 $param->{'job'} = $job;
8435 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8436 unless ref($param->{'payby'});
8438 my $error = FS::cust_main->email_search_sql( $param );
8439 die $error if $error;
8443 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8445 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8446 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
8447 appropriate ship_ field is also searched).
8449 Additional options are the same as FS::Record::qsearch
8454 my( $self, $fuzzy, $hash, @opt) = @_;
8459 check_and_rebuild_fuzzyfiles();
8460 foreach my $field ( keys %$fuzzy ) {
8462 my $all = $self->all_X($field);
8463 next unless scalar(@$all);
8466 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8469 foreach ( keys %match ) {
8470 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8471 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8474 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8477 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8479 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8487 Returns a masked version of the named field
8492 my ($self,$field) = @_;
8496 'x'x(length($self->getfield($field))-4).
8497 substr($self->getfield($field), (length($self->getfield($field))-4));
8507 =item smart_search OPTION => VALUE ...
8509 Accepts the following options: I<search>, the string to search for. The string
8510 will be searched for as a customer number, phone number, name or company name,
8511 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8512 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8513 skip fuzzy matching when an exact match is found.
8515 Any additional options are treated as an additional qualifier on the search
8518 Returns a (possibly empty) array of FS::cust_main objects.
8525 #here is the agent virtualization
8526 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8530 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8531 my $search = delete $options{'search'};
8532 ( my $alphanum_search = $search ) =~ s/\W//g;
8534 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8536 #false laziness w/Record::ut_phone
8537 my $phonen = "$1-$2-$3";
8538 $phonen .= " x$4" if $4;
8540 push @cust_main, qsearch( {
8541 'table' => 'cust_main',
8542 'hashref' => { %options },
8543 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8545 join(' OR ', map "$_ = '$phonen'",
8546 qw( daytime night fax
8547 ship_daytime ship_night ship_fax )
8550 " AND $agentnums_sql", #agent virtualization
8553 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8554 #try looking for matches with extensions unless one was specified
8556 push @cust_main, qsearch( {
8557 'table' => 'cust_main',
8558 'hashref' => { %options },
8559 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8561 join(' OR ', map "$_ LIKE '$phonen\%'",
8563 ship_daytime ship_night )
8566 " AND $agentnums_sql", #agent virtualization
8571 # custnum search (also try agent_custid), with some tweaking options if your
8572 # legacy cust "numbers" have letters
8575 if ( $search =~ /^\s*(\d+)\s*$/
8576 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8577 && $search =~ /^\s*(\w\w?\d+)\s*$/
8584 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
8585 push @cust_main, qsearch( {
8586 'table' => 'cust_main',
8587 'hashref' => { 'custnum' => $num, %options },
8588 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8592 push @cust_main, qsearch( {
8593 'table' => 'cust_main',
8594 'hashref' => { 'agent_custid' => $num, %options },
8595 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8598 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8600 my($company, $last, $first) = ( $1, $2, $3 );
8602 # "Company (Last, First)"
8603 #this is probably something a browser remembered,
8604 #so just do an exact search
8606 foreach my $prefix ( '', 'ship_' ) {
8607 push @cust_main, qsearch( {
8608 'table' => 'cust_main',
8609 'hashref' => { $prefix.'first' => $first,
8610 $prefix.'last' => $last,
8611 $prefix.'company' => $company,
8614 'extra_sql' => " AND $agentnums_sql",
8618 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8619 # try (ship_){last,company}
8623 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8624 # # full strings the browser remembers won't work
8625 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8627 use Lingua::EN::NameParse;
8628 my $NameParse = new Lingua::EN::NameParse(
8630 allow_reversed => 1,
8633 my($last, $first) = ( '', '' );
8634 #maybe disable this too and just rely on NameParse?
8635 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8637 ($last, $first) = ( $1, $2 );
8639 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8640 } elsif ( ! $NameParse->parse($value) ) {
8642 my %name = $NameParse->components;
8643 $first = $name{'given_name_1'};
8644 $last = $name{'surname_1'};
8648 if ( $first && $last ) {
8650 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8653 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8655 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8656 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8659 push @cust_main, qsearch( {
8660 'table' => 'cust_main',
8661 'hashref' => \%options,
8662 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8665 # or it just be something that was typed in... (try that in a sec)
8669 my $q_value = dbh->quote($value);
8672 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8673 $sql .= " ( LOWER(last) = $q_value
8674 OR LOWER(company) = $q_value
8675 OR LOWER(ship_last) = $q_value
8676 OR LOWER(ship_company) = $q_value
8679 push @cust_main, qsearch( {
8680 'table' => 'cust_main',
8681 'hashref' => \%options,
8682 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8685 #no exact match, trying substring/fuzzy
8686 #always do substring & fuzzy (unless they're explicity config'ed off)
8687 #getting complaints searches are not returning enough
8688 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8690 #still some false laziness w/search_sql (was search/cust_main.cgi)
8695 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8696 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8699 if ( $first && $last ) {
8702 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8703 'last' => { op=>'ILIKE', value=>"%$last%" },
8705 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8706 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8713 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8714 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8718 foreach my $hashref ( @hashrefs ) {
8720 push @cust_main, qsearch( {
8721 'table' => 'cust_main',
8722 'hashref' => { %$hashref,
8725 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8734 " AND $agentnums_sql", #extra_sql #agent virtualization
8737 if ( $first && $last ) {
8738 push @cust_main, FS::cust_main->fuzzy_search(
8739 { 'last' => $last, #fuzzy hashref
8740 'first' => $first }, #
8744 foreach my $field ( 'last', 'company' ) {
8746 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8753 #eliminate duplicates
8755 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8763 Accepts the following options: I<email>, the email address to search for. The
8764 email address will be searched for as an email invoice destination and as an
8767 #Any additional options are treated as an additional qualifier on the search
8768 #(i.e. I<agentnum>).
8770 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8780 my $email = delete $options{'email'};
8782 #we're only being used by RT at the moment... no agent virtualization yet
8783 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8787 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8789 my ( $user, $domain ) = ( $1, $2 );
8791 warn "$me smart_search: searching for $user in domain $domain"
8797 'table' => 'cust_main_invoice',
8798 'hashref' => { 'dest' => $email },
8805 map $_->cust_svc->cust_pkg,
8807 'table' => 'svc_acct',
8808 'hashref' => { 'username' => $user, },
8810 'AND ( SELECT domain FROM svc_domain
8811 WHERE svc_acct.domsvc = svc_domain.svcnum
8812 ) = '. dbh->quote($domain),
8818 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8820 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8827 =item check_and_rebuild_fuzzyfiles
8831 use vars qw(@fuzzyfields);
8832 @fuzzyfields = ( 'last', 'first', 'company' );
8834 sub check_and_rebuild_fuzzyfiles {
8835 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8836 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8839 =item rebuild_fuzzyfiles
8843 sub rebuild_fuzzyfiles {
8845 use Fcntl qw(:flock);
8847 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8848 mkdir $dir, 0700 unless -d $dir;
8850 foreach my $fuzzy ( @fuzzyfields ) {
8852 open(LOCK,">>$dir/cust_main.$fuzzy")
8853 or die "can't open $dir/cust_main.$fuzzy: $!";
8855 or die "can't lock $dir/cust_main.$fuzzy: $!";
8857 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8858 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8860 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8861 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8862 " WHERE $field != '' AND $field IS NOT NULL");
8863 $sth->execute or die $sth->errstr;
8865 while ( my $row = $sth->fetchrow_arrayref ) {
8866 print CACHE $row->[0]. "\n";
8871 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8873 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8884 my( $self, $field ) = @_;
8885 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8886 open(CACHE,"<$dir/cust_main.$field")
8887 or die "can't open $dir/cust_main.$field: $!";
8888 my @array = map { chomp; $_; } <CACHE>;
8893 =item append_fuzzyfiles LASTNAME COMPANY
8897 sub append_fuzzyfiles {
8898 #my( $first, $last, $company ) = @_;
8900 &check_and_rebuild_fuzzyfiles;
8902 use Fcntl qw(:flock);
8904 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8906 foreach my $field (qw( first last company )) {
8911 open(CACHE,">>$dir/cust_main.$field")
8912 or die "can't open $dir/cust_main.$field: $!";
8913 flock(CACHE,LOCK_EX)
8914 or die "can't lock $dir/cust_main.$field: $!";
8916 print CACHE "$value\n";
8918 flock(CACHE,LOCK_UN)
8919 or die "can't unlock $dir/cust_main.$field: $!";
8934 #warn join('-',keys %$param);
8935 my $fh = $param->{filehandle};
8936 my @fields = @{$param->{fields}};
8938 eval "use Text::CSV_XS;";
8941 my $csv = new Text::CSV_XS;
8948 local $SIG{HUP} = 'IGNORE';
8949 local $SIG{INT} = 'IGNORE';
8950 local $SIG{QUIT} = 'IGNORE';
8951 local $SIG{TERM} = 'IGNORE';
8952 local $SIG{TSTP} = 'IGNORE';
8953 local $SIG{PIPE} = 'IGNORE';
8955 my $oldAutoCommit = $FS::UID::AutoCommit;
8956 local $FS::UID::AutoCommit = 0;
8959 #while ( $columns = $csv->getline($fh) ) {
8961 while ( defined($line=<$fh>) ) {
8963 $csv->parse($line) or do {
8964 $dbh->rollback if $oldAutoCommit;
8965 return "can't parse: ". $csv->error_input();
8968 my @columns = $csv->fields();
8969 #warn join('-',@columns);
8972 foreach my $field ( @fields ) {
8973 $row{$field} = shift @columns;
8976 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8977 unless ( $cust_main ) {
8978 $dbh->rollback if $oldAutoCommit;
8979 return "unknown custnum $row{'custnum'}";
8982 if ( $row{'amount'} > 0 ) {
8983 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8985 $dbh->rollback if $oldAutoCommit;
8989 } elsif ( $row{'amount'} < 0 ) {
8990 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8993 $dbh->rollback if $oldAutoCommit;
9003 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9005 return "Empty file!" unless $imported;
9011 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9013 Sends a templated email notification to the customer (see L<Text::Template>).
9015 OPTIONS is a hash and may include
9017 I<from> - the email sender (default is invoice_from)
9019 I<to> - comma-separated scalar or arrayref of recipients
9020 (default is invoicing_list)
9022 I<subject> - The subject line of the sent email notification
9023 (default is "Notice from company_name")
9025 I<extra_fields> - a hashref of name/value pairs which will be substituted
9028 The following variables are vavailable in the template.
9030 I<$first> - the customer first name
9031 I<$last> - the customer last name
9032 I<$company> - the customer company
9033 I<$payby> - a description of the method of payment for the customer
9034 # would be nice to use FS::payby::shortname
9035 I<$payinfo> - the account information used to collect for this customer
9036 I<$expdate> - the expiration of the customer payment in seconds from epoch
9041 my ($self, $template, %options) = @_;
9043 return unless $conf->exists($template);
9045 my $from = $conf->config('invoice_from', $self->agentnum)
9046 if $conf->exists('invoice_from', $self->agentnum);
9047 $from = $options{from} if exists($options{from});
9049 my $to = join(',', $self->invoicing_list_emailonly);
9050 $to = $options{to} if exists($options{to});
9052 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9053 if $conf->exists('company_name', $self->agentnum);
9054 $subject = $options{subject} if exists($options{subject});
9056 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9057 SOURCE => [ map "$_\n",
9058 $conf->config($template)]
9060 or die "can't create new Text::Template object: Text::Template::ERROR";
9061 $notify_template->compile()
9062 or die "can't compile template: Text::Template::ERROR";
9064 $FS::notify_template::_template::company_name =
9065 $conf->config('company_name', $self->agentnum);
9066 $FS::notify_template::_template::company_address =
9067 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9069 my $paydate = $self->paydate || '2037-12-31';
9070 $FS::notify_template::_template::first = $self->first;
9071 $FS::notify_template::_template::last = $self->last;
9072 $FS::notify_template::_template::company = $self->company;
9073 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9074 my $payby = $self->payby;
9075 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9076 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9078 #credit cards expire at the end of the month/year of their exp date
9079 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9080 $FS::notify_template::_template::payby = 'credit card';
9081 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9082 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9084 }elsif ($payby eq 'COMP') {
9085 $FS::notify_template::_template::payby = 'complimentary account';
9087 $FS::notify_template::_template::payby = 'current method';
9089 $FS::notify_template::_template::expdate = $expire_time;
9091 for (keys %{$options{extra_fields}}){
9093 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9096 send_email(from => $from,
9098 subject => $subject,
9099 body => $notify_template->fill_in( PACKAGE =>
9100 'FS::notify_template::_template' ),
9105 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9107 Generates a templated notification to the customer (see L<Text::Template>).
9109 OPTIONS is a hash and may include
9111 I<extra_fields> - a hashref of name/value pairs which will be substituted
9112 into the template. These values may override values mentioned below
9113 and those from the customer record.
9115 The following variables are available in the template instead of or in addition
9116 to the fields of the customer record.
9118 I<$payby> - a description of the method of payment for the customer
9119 # would be nice to use FS::payby::shortname
9120 I<$payinfo> - the masked account information used to collect for this customer
9121 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9122 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9126 sub generate_letter {
9127 my ($self, $template, %options) = @_;
9129 return unless $conf->exists($template);
9131 my $letter_template = new Text::Template
9133 SOURCE => [ map "$_\n", $conf->config($template)],
9134 DELIMITERS => [ '[@--', '--@]' ],
9136 or die "can't create new Text::Template object: Text::Template::ERROR";
9138 $letter_template->compile()
9139 or die "can't compile template: Text::Template::ERROR";
9141 my %letter_data = map { $_ => $self->$_ } $self->fields;
9142 $letter_data{payinfo} = $self->mask_payinfo;
9144 #my $paydate = $self->paydate || '2037-12-31';
9145 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9147 my $payby = $self->payby;
9148 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9149 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9151 #credit cards expire at the end of the month/year of their exp date
9152 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9153 $letter_data{payby} = 'credit card';
9154 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9155 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9157 }elsif ($payby eq 'COMP') {
9158 $letter_data{payby} = 'complimentary account';
9160 $letter_data{payby} = 'current method';
9162 $letter_data{expdate} = $expire_time;
9164 for (keys %{$options{extra_fields}}){
9165 $letter_data{$_} = $options{extra_fields}->{$_};
9168 unless(exists($letter_data{returnaddress})){
9169 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9170 $self->agent_template)
9172 if ( length($retadd) ) {
9173 $letter_data{returnaddress} = $retadd;
9174 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9175 $letter_data{returnaddress} =
9176 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9177 $conf->config('company_address', $self->agentnum)
9180 $letter_data{returnaddress} = '~';
9184 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9186 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9188 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9189 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9193 ) or die "can't open temp file: $!\n";
9195 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9197 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9201 =item print_ps TEMPLATE
9203 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9209 my $file = $self->generate_letter(@_);
9210 FS::Misc::generate_ps($file);
9213 =item print TEMPLATE
9215 Prints the filled in template.
9217 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9221 sub queueable_print {
9224 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9225 or die "invalid customer number: " . $opt{custvnum};
9227 my $error = $self->print( $opt{template} );
9228 die $error if $error;
9232 my ($self, $template) = (shift, shift);
9233 do_print [ $self->print_ps($template) ];
9236 #these three subs should just go away once agent stuff is all config overrides
9238 sub agent_template {
9240 $self->_agent_plandata('agent_templatename');
9243 sub agent_invoice_from {
9245 $self->_agent_plandata('agent_invoice_from');
9248 sub _agent_plandata {
9249 my( $self, $option ) = @_;
9251 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9252 #agent-specific Conf
9254 use FS::part_event::Condition;
9256 my $agentnum = $self->agentnum;
9259 if ( driver_name =~ /^Pg/i ) {
9261 } elsif ( driver_name =~ /^mysql/i ) {
9264 die "don't know how to use regular expressions in ". driver_name. " databases";
9267 my $part_event_option =
9269 'select' => 'part_event_option.*',
9270 'table' => 'part_event_option',
9272 LEFT JOIN part_event USING ( eventpart )
9273 LEFT JOIN part_event_option AS peo_agentnum
9274 ON ( part_event.eventpart = peo_agentnum.eventpart
9275 AND peo_agentnum.optionname = 'agentnum'
9276 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9278 LEFT JOIN part_event_condition
9279 ON ( part_event.eventpart = part_event_condition.eventpart
9280 AND part_event_condition.conditionname = 'cust_bill_age'
9282 LEFT JOIN part_event_condition_option
9283 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9284 AND part_event_condition_option.optionname = 'age'
9287 #'hashref' => { 'optionname' => $option },
9288 #'hashref' => { 'part_event_option.optionname' => $option },
9290 " WHERE part_event_option.optionname = ". dbh->quote($option).
9291 " AND action = 'cust_bill_send_agent' ".
9292 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9293 " AND peo_agentnum.optionname = 'agentnum' ".
9294 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9296 CASE WHEN part_event_condition_option.optionname IS NULL
9298 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9300 , part_event.weight".
9304 unless ( $part_event_option ) {
9305 return $self->agent->invoice_template || ''
9306 if $option eq 'agent_templatename';
9310 $part_event_option->optionvalue;
9315 ## actual sub, not a method, designed to be called from the queue.
9316 ## sets up the customer, and calls the bill_and_collect
9317 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9318 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9319 $cust_main->bill_and_collect(
9324 sub _upgrade_data { #class method
9325 my ($class, %opts) = @_;
9327 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9328 my $sth = dbh->prepare($sql) or die dbh->errstr;
9329 $sth->execute or die $sth->errstr;
9339 The delete method should possibly take an FS::cust_main object reference
9340 instead of a scalar customer number.
9342 Bill and collect options should probably be passed as references instead of a
9345 There should probably be a configuration file with a list of allowed credit
9348 No multiple currency support (probably a larger project than just this module).
9350 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9352 Birthdates rely on negative epoch values.
9354 The payby for card/check batches is broken. With mixed batching, bad
9357 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9361 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9362 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9363 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.