5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
48 use FS::cust_main_exemption;
49 use FS::cust_tax_adjustment;
51 use FS::tax_rate_location;
52 use FS::cust_tax_location;
53 use FS::part_pkg_taxrate;
55 use FS::cust_main_invoice;
56 use FS::cust_credit_bill;
57 use FS::cust_bill_pay;
58 use FS::prepay_credit;
62 use FS::part_event_condition;
65 use FS::payment_gateway;
66 use FS::agent_payment_gateway;
68 use FS::payinfo_Mixin;
71 @ISA = qw( FS::payinfo_Mixin FS::Record );
73 @EXPORT_OK = qw( smart_search );
75 $realtime_bop_decline_quiet = 0;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
192 (optional, see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
202 (see L<FS::cust_main_county>)
238 (optional, see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
248 (see L<FS::cust_main_county>)
264 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
268 Payment Information (See L<FS::payinfo_Mixin> for data format)
272 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
276 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
280 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
284 Start date month (maestro/solo cards only)
288 Start date year (maestro/solo cards only)
292 Issue number (maestro/solo cards only)
296 Name on card or billing name
300 IP address from which payment information was received
304 Tax exempt, empty or `Y'
308 Order taker (assigned automatically, see L<FS::UID>)
314 =item referral_custnum
316 Referring customer number
320 Enable individual CDR spooling, empty or `Y'
324 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
328 Discourage individual CDR printing, empty or `Y'
338 Creates a new customer. To add the customer to the database, see L<"insert">.
340 Note that this stores the hash reference, not a distinct copy of the hash it
341 points to. You can ask the object for a copy with the I<hash> method.
345 sub table { 'cust_main'; }
347 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
349 Adds this customer to the database. If there is an error, returns the error,
350 otherwise returns false.
352 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
353 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
354 are inserted atomicly, or the transaction is rolled back. Passing an empty
355 hash reference is equivalent to not supplying this parameter. There should be
356 a better explanation of this, but until then, here's an example:
359 tie %hash, 'Tie::RefHash'; #this part is important
361 $cust_pkg => [ $svc_acct ],
364 $cust_main->insert( \%hash );
366 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
367 be set as the invoicing list (see L<"invoicing_list">). Errors return as
368 expected and rollback the entire transaction; it is not necessary to call
369 check_invoicing_list first. The invoicing_list is set after the records in the
370 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
371 invoicing_list destination to the newly-created svc_acct. Here's an example:
373 $cust_main->insert( {}, [ $email, 'POST' ] );
375 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
377 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
378 on the supplied jobnum (they will not run until the specific job completes).
379 This can be used to defer provisioning until some action completes (such
380 as running the customer's credit card successfully).
382 The I<noexport> option is deprecated. If I<noexport> is set true, no
383 provisioning jobs (exports) are scheduled. (You can schedule them later with
384 the B<reexport> method.)
386 The I<tax_exemption> option can be set to an arrayref of tax names.
387 FS::cust_main_exemption records will be created and inserted.
393 my $cust_pkgs = @_ ? shift : {};
394 my $invoicing_list = @_ ? shift : '';
396 warn "$me insert called with options ".
397 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
400 local $SIG{HUP} = 'IGNORE';
401 local $SIG{INT} = 'IGNORE';
402 local $SIG{QUIT} = 'IGNORE';
403 local $SIG{TERM} = 'IGNORE';
404 local $SIG{TSTP} = 'IGNORE';
405 local $SIG{PIPE} = 'IGNORE';
407 my $oldAutoCommit = $FS::UID::AutoCommit;
408 local $FS::UID::AutoCommit = 0;
411 my $prepay_identifier = '';
412 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
414 if ( $self->payby eq 'PREPAY' ) {
416 $self->payby('BILL');
417 $prepay_identifier = $self->payinfo;
420 warn " looking up prepaid card $prepay_identifier\n"
423 my $error = $self->get_prepay( $prepay_identifier,
424 'amount_ref' => \$amount,
425 'seconds_ref' => \$seconds,
426 'upbytes_ref' => \$upbytes,
427 'downbytes_ref' => \$downbytes,
428 'totalbytes_ref' => \$totalbytes,
431 $dbh->rollback if $oldAutoCommit;
432 #return "error applying prepaid card (transaction rolled back): $error";
436 $payby = 'PREP' if $amount;
438 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
441 $self->payby('BILL');
442 $amount = $self->paid;
446 warn " inserting $self\n"
449 $self->signupdate(time) unless $self->signupdate;
451 $self->auto_agent_custid()
452 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
454 my $error = $self->SUPER::insert;
456 $dbh->rollback if $oldAutoCommit;
457 #return "inserting cust_main record (transaction rolled back): $error";
461 warn " setting invoicing list\n"
464 if ( $invoicing_list ) {
465 $error = $self->check_invoicing_list( $invoicing_list );
467 $dbh->rollback if $oldAutoCommit;
468 #return "checking invoicing_list (transaction rolled back): $error";
471 $self->invoicing_list( $invoicing_list );
474 warn " setting cust_main_exemption\n"
477 my $tax_exemption = delete $options{'tax_exemption'};
478 if ( $tax_exemption ) {
479 foreach my $taxname ( @$tax_exemption ) {
480 my $cust_main_exemption = new FS::cust_main_exemption {
481 'custnum' => $self->custnum,
482 'taxname' => $taxname,
484 my $error = $cust_main_exemption->insert;
486 $dbh->rollback if $oldAutoCommit;
487 return "inserting cust_main_exemption (transaction rolled back): $error";
492 if ( $conf->config('cust_main-skeleton_tables')
493 && $conf->config('cust_main-skeleton_custnum') ) {
495 warn " inserting skeleton records\n"
498 my $error = $self->start_copy_skel;
500 $dbh->rollback if $oldAutoCommit;
506 warn " ordering packages\n"
509 $error = $self->order_pkgs( $cust_pkgs,
511 'seconds_ref' => \$seconds,
512 'upbytes_ref' => \$upbytes,
513 'downbytes_ref' => \$downbytes,
514 'totalbytes_ref' => \$totalbytes,
517 $dbh->rollback if $oldAutoCommit;
522 $dbh->rollback if $oldAutoCommit;
523 return "No svc_acct record to apply pre-paid time";
525 if ( $upbytes || $downbytes || $totalbytes ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "No svc_acct record to apply pre-paid data";
531 warn " inserting initial $payby payment of $amount\n"
533 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
535 $dbh->rollback if $oldAutoCommit;
536 return "inserting payment (transaction rolled back): $error";
540 unless ( $import || $skip_fuzzyfiles ) {
541 warn " queueing fuzzyfiles update\n"
543 $error = $self->queue_fuzzyfiles_update;
545 $dbh->rollback if $oldAutoCommit;
546 return "updating fuzzy search cache: $error";
550 warn " insert complete; committing transaction\n"
553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
558 use File::CounterFile;
559 sub auto_agent_custid {
562 my $format = $conf->config('cust_main-auto_agent_custid');
564 if ( $format eq '1YMMXXXXXXXX' ) {
566 my $counter = new File::CounterFile 'cust_main.agent_custid';
569 my $ym = 100000000000 + time2str('%y%m00000000', time);
570 if ( $ym > $counter->value ) {
571 $counter->{'value'} = $agent_custid = $ym;
572 $counter->{'updated'} = 1;
574 $agent_custid = $counter->inc;
580 die "Unknown cust_main-auto_agent_custid format: $format";
583 $self->agent_custid($agent_custid);
587 sub start_copy_skel {
590 #'mg_user_preference' => {},
591 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
592 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
593 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
594 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
595 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
598 _copy_skel( 'cust_main', #tablename
599 $conf->config('cust_main-skeleton_custnum'), #sourceid
600 $self->custnum, #destid
601 @tables, #child tables
605 #recursive subroutine, not a method
607 my( $table, $sourceid, $destid, %child_tables ) = @_;
610 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
611 ( $table, $primary_key ) = ( $1, $2 );
613 my $dbdef_table = dbdef->table($table);
614 $primary_key = $dbdef_table->primary_key
615 or return "$table has no primary key".
616 " (or do you need to run dbdef-create?)";
619 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
620 join (', ', keys %child_tables). "\n"
623 foreach my $child_table_def ( keys %child_tables ) {
627 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
628 ( $child_table, $child_pkey ) = ( $1, $2 );
630 $child_table = $child_table_def;
632 $child_pkey = dbdef->table($child_table)->primary_key;
633 # or return "$table has no primary key".
634 # " (or do you need to run dbdef-create?)\n";
638 if ( keys %{ $child_tables{$child_table_def} } ) {
640 return "$child_table has no primary key".
641 " (run dbdef-create or try specifying it?)\n"
644 #false laziness w/Record::insert and only works on Pg
645 #refactor the proper last-inserted-id stuff out of Record::insert if this
646 # ever gets use for anything besides a quick kludge for one customer
647 my $default = dbdef->table($child_table)->column($child_pkey)->default;
648 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
649 or return "can't parse $child_table.$child_pkey default value ".
650 " for sequence name: $default";
655 my @sel_columns = grep { $_ ne $primary_key }
656 dbdef->table($child_table)->columns;
657 my $sel_columns = join(', ', @sel_columns );
659 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
660 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
661 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
663 my $sel_st = "SELECT $sel_columns FROM $child_table".
664 " WHERE $primary_key = $sourceid";
667 my $sel_sth = dbh->prepare( $sel_st )
668 or return dbh->errstr;
670 $sel_sth->execute or return $sel_sth->errstr;
672 while ( my $row = $sel_sth->fetchrow_hashref ) {
674 warn " selected row: ".
675 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
679 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
680 my $ins_sth =dbh->prepare($statement)
681 or return dbh->errstr;
682 my @param = ( $destid, map $row->{$_}, @ins_columns );
683 warn " $statement: [ ". join(', ', @param). " ]\n"
685 $ins_sth->execute( @param )
686 or return $ins_sth->errstr;
688 #next unless keys %{ $child_tables{$child_table} };
689 next unless $sequence;
691 #another section of that laziness
692 my $seq_sql = "SELECT currval('$sequence')";
693 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
694 $seq_sth->execute or return $seq_sth->errstr;
695 my $insertid = $seq_sth->fetchrow_arrayref->[0];
697 # don't drink soap! recurse! recurse! okay!
699 _copy_skel( $child_table_def,
700 $row->{$child_pkey}, #sourceid
702 %{ $child_tables{$child_table_def} },
704 return $error if $error;
714 =item order_pkg HASHREF | OPTION => VALUE ...
716 Orders a single package.
718 Options may be passed as a list of key/value pairs or as a hash reference.
729 Optional FS::cust_location object
733 Optional arryaref of FS::svc_* service objects.
737 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
738 jobs will have a dependancy on the supplied job (they will not run until the
739 specific job completes). This can be used to defer provisioning until some
740 action completes (such as running the customer's credit card successfully).
744 Optional subject for a ticket created and attached to this customer
748 Optional queue name for ticket additions
756 my $opt = ref($_[0]) ? shift : { @_ };
758 warn "$me order_pkg called with options ".
759 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
762 my $cust_pkg = $opt->{'cust_pkg'};
763 my $svcs = $opt->{'svcs'} || [];
765 my %svc_options = ();
766 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
767 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
769 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
770 qw( ticket_subject ticket_queue );
772 local $SIG{HUP} = 'IGNORE';
773 local $SIG{INT} = 'IGNORE';
774 local $SIG{QUIT} = 'IGNORE';
775 local $SIG{TERM} = 'IGNORE';
776 local $SIG{TSTP} = 'IGNORE';
777 local $SIG{PIPE} = 'IGNORE';
779 my $oldAutoCommit = $FS::UID::AutoCommit;
780 local $FS::UID::AutoCommit = 0;
783 if ( $opt->{'cust_location'} &&
784 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
785 my $error = $opt->{'cust_location'}->insert;
787 $dbh->rollback if $oldAutoCommit;
788 return "inserting cust_location (transaction rolled back): $error";
790 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
793 $cust_pkg->custnum( $self->custnum );
795 my $error = $cust_pkg->insert( %insert_params );
797 $dbh->rollback if $oldAutoCommit;
798 return "inserting cust_pkg (transaction rolled back): $error";
801 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
802 if ( $svc_something->svcnum ) {
803 my $old_cust_svc = $svc_something->cust_svc;
804 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
805 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
806 $error = $new_cust_svc->replace($old_cust_svc);
808 $svc_something->pkgnum( $cust_pkg->pkgnum );
809 if ( $svc_something->isa('FS::svc_acct') ) {
810 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
811 qw( seconds upbytes downbytes totalbytes ) ) {
812 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
813 ${ $opt->{$_.'_ref'} } = 0;
816 $error = $svc_something->insert(%svc_options);
819 $dbh->rollback if $oldAutoCommit;
820 return "inserting svc_ (transaction rolled back): $error";
824 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
829 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
830 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
832 Like the insert method on an existing record, this method orders multiple
833 packages and included services atomicaly. Pass a Tie::RefHash data structure
834 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
835 There should be a better explanation of this, but until then, here's an
839 tie %hash, 'Tie::RefHash'; #this part is important
841 $cust_pkg => [ $svc_acct ],
844 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
846 Services can be new, in which case they are inserted, or existing unaudited
847 services, in which case they are linked to the newly-created package.
849 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
850 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
852 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
853 on the supplied jobnum (they will not run until the specific job completes).
854 This can be used to defer provisioning until some action completes (such
855 as running the customer's credit card successfully).
857 The I<noexport> option is deprecated. If I<noexport> is set true, no
858 provisioning jobs (exports) are scheduled. (You can schedule them later with
859 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
860 on the cust_main object is not recommended, as existing services will also be
863 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
864 provided, the scalars (provided by references) will be incremented by the
865 values of the prepaid card.`
871 my $cust_pkgs = shift;
872 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
874 $seconds_ref ||= $options{'seconds_ref'};
876 warn "$me order_pkgs called with options ".
877 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
880 local $SIG{HUP} = 'IGNORE';
881 local $SIG{INT} = 'IGNORE';
882 local $SIG{QUIT} = 'IGNORE';
883 local $SIG{TERM} = 'IGNORE';
884 local $SIG{TSTP} = 'IGNORE';
885 local $SIG{PIPE} = 'IGNORE';
887 my $oldAutoCommit = $FS::UID::AutoCommit;
888 local $FS::UID::AutoCommit = 0;
891 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
893 foreach my $cust_pkg ( keys %$cust_pkgs ) {
895 my $error = $self->order_pkg(
896 'cust_pkg' => $cust_pkg,
897 'svcs' => $cust_pkgs->{$cust_pkg},
898 'seconds_ref' => $seconds_ref,
899 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
904 $dbh->rollback if $oldAutoCommit;
910 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
914 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
916 Recharges this (existing) customer with the specified prepaid card (see
917 L<FS::prepay_credit>), specified either by I<identifier> or as an
918 FS::prepay_credit object. If there is an error, returns the error, otherwise
921 Optionally, five scalar references can be passed as well. They will have their
922 values filled in with the amount, number of seconds, and number of upload,
923 download, and total bytes applied by this prepaid card.
927 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
928 #the only place that uses these args
929 sub recharge_prepay {
930 my( $self, $prepay_credit, $amountref, $secondsref,
931 $upbytesref, $downbytesref, $totalbytesref ) = @_;
933 local $SIG{HUP} = 'IGNORE';
934 local $SIG{INT} = 'IGNORE';
935 local $SIG{QUIT} = 'IGNORE';
936 local $SIG{TERM} = 'IGNORE';
937 local $SIG{TSTP} = 'IGNORE';
938 local $SIG{PIPE} = 'IGNORE';
940 my $oldAutoCommit = $FS::UID::AutoCommit;
941 local $FS::UID::AutoCommit = 0;
944 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
946 my $error = $self->get_prepay( $prepay_credit,
947 'amount_ref' => \$amount,
948 'seconds_ref' => \$seconds,
949 'upbytes_ref' => \$upbytes,
950 'downbytes_ref' => \$downbytes,
951 'totalbytes_ref' => \$totalbytes,
953 || $self->increment_seconds($seconds)
954 || $self->increment_upbytes($upbytes)
955 || $self->increment_downbytes($downbytes)
956 || $self->increment_totalbytes($totalbytes)
957 || $self->insert_cust_pay_prepay( $amount,
959 ? $prepay_credit->identifier
964 $dbh->rollback if $oldAutoCommit;
968 if ( defined($amountref) ) { $$amountref = $amount; }
969 if ( defined($secondsref) ) { $$secondsref = $seconds; }
970 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
971 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
972 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
974 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
979 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
981 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
982 specified either by I<identifier> or as an FS::prepay_credit object.
984 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
985 incremented by the values of the prepaid card.
987 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
988 check or set this customer's I<agentnum>.
990 If there is an error, returns the error, otherwise returns false.
996 my( $self, $prepay_credit, %opt ) = @_;
998 local $SIG{HUP} = 'IGNORE';
999 local $SIG{INT} = 'IGNORE';
1000 local $SIG{QUIT} = 'IGNORE';
1001 local $SIG{TERM} = 'IGNORE';
1002 local $SIG{TSTP} = 'IGNORE';
1003 local $SIG{PIPE} = 'IGNORE';
1005 my $oldAutoCommit = $FS::UID::AutoCommit;
1006 local $FS::UID::AutoCommit = 0;
1009 unless ( ref($prepay_credit) ) {
1011 my $identifier = $prepay_credit;
1013 $prepay_credit = qsearchs(
1015 { 'identifier' => $prepay_credit },
1020 unless ( $prepay_credit ) {
1021 $dbh->rollback if $oldAutoCommit;
1022 return "Invalid prepaid card: ". $identifier;
1027 if ( $prepay_credit->agentnum ) {
1028 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1029 $dbh->rollback if $oldAutoCommit;
1030 return "prepaid card not valid for agent ". $self->agentnum;
1032 $self->agentnum($prepay_credit->agentnum);
1035 my $error = $prepay_credit->delete;
1037 $dbh->rollback if $oldAutoCommit;
1038 return "removing prepay_credit (transaction rolled back): $error";
1041 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1042 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1044 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1049 =item increment_upbytes SECONDS
1051 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1052 the specified number of upbytes. If there is an error, returns the error,
1053 otherwise returns false.
1057 sub increment_upbytes {
1058 _increment_column( shift, 'upbytes', @_);
1061 =item increment_downbytes SECONDS
1063 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1064 the specified number of downbytes. If there is an error, returns the error,
1065 otherwise returns false.
1069 sub increment_downbytes {
1070 _increment_column( shift, 'downbytes', @_);
1073 =item increment_totalbytes SECONDS
1075 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1076 the specified number of totalbytes. If there is an error, returns the error,
1077 otherwise returns false.
1081 sub increment_totalbytes {
1082 _increment_column( shift, 'totalbytes', @_);
1085 =item increment_seconds SECONDS
1087 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1088 the specified number of seconds. If there is an error, returns the error,
1089 otherwise returns false.
1093 sub increment_seconds {
1094 _increment_column( shift, 'seconds', @_);
1097 =item _increment_column AMOUNT
1099 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1100 the specified number of seconds or bytes. If there is an error, returns
1101 the error, otherwise returns false.
1105 sub _increment_column {
1106 my( $self, $column, $amount ) = @_;
1107 warn "$me increment_column called: $column, $amount\n"
1110 return '' unless $amount;
1112 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1113 $self->ncancelled_pkgs;
1115 if ( ! @cust_pkg ) {
1116 return 'No packages with primary or single services found'.
1117 ' to apply pre-paid time';
1118 } elsif ( scalar(@cust_pkg) > 1 ) {
1119 #maybe have a way to specify the package/account?
1120 return 'Multiple packages found to apply pre-paid time';
1123 my $cust_pkg = $cust_pkg[0];
1124 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1128 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1130 if ( ! @cust_svc ) {
1131 return 'No account found to apply pre-paid time';
1132 } elsif ( scalar(@cust_svc) > 1 ) {
1133 return 'Multiple accounts found to apply pre-paid time';
1136 my $svc_acct = $cust_svc[0]->svc_x;
1137 warn " found service svcnum ". $svc_acct->pkgnum.
1138 ' ('. $svc_acct->email. ")\n"
1141 $column = "increment_$column";
1142 $svc_acct->$column($amount);
1146 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1148 Inserts a prepayment in the specified amount for this customer. An optional
1149 second argument can specify the prepayment identifier for tracking purposes.
1150 If there is an error, returns the error, otherwise returns false.
1154 sub insert_cust_pay_prepay {
1155 shift->insert_cust_pay('PREP', @_);
1158 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1160 Inserts a cash payment in the specified amount for this customer. An optional
1161 second argument can specify the payment identifier for tracking purposes.
1162 If there is an error, returns the error, otherwise returns false.
1166 sub insert_cust_pay_cash {
1167 shift->insert_cust_pay('CASH', @_);
1170 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1172 Inserts a Western Union payment in the specified amount for this customer. An
1173 optional second argument can specify the prepayment identifier for tracking
1174 purposes. If there is an error, returns the error, otherwise returns false.
1178 sub insert_cust_pay_west {
1179 shift->insert_cust_pay('WEST', @_);
1182 sub insert_cust_pay {
1183 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1184 my $payinfo = scalar(@_) ? shift : '';
1186 my $cust_pay = new FS::cust_pay {
1187 'custnum' => $self->custnum,
1188 'paid' => sprintf('%.2f', $amount),
1189 #'_date' => #date the prepaid card was purchased???
1191 'payinfo' => $payinfo,
1199 This method is deprecated. See the I<depend_jobnum> option to the insert and
1200 order_pkgs methods for a better way to defer provisioning.
1202 Re-schedules all exports by calling the B<reexport> method of all associated
1203 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1204 otherwise returns false.
1211 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1212 "use the depend_jobnum option to insert or order_pkgs to delay export";
1214 local $SIG{HUP} = 'IGNORE';
1215 local $SIG{INT} = 'IGNORE';
1216 local $SIG{QUIT} = 'IGNORE';
1217 local $SIG{TERM} = 'IGNORE';
1218 local $SIG{TSTP} = 'IGNORE';
1219 local $SIG{PIPE} = 'IGNORE';
1221 my $oldAutoCommit = $FS::UID::AutoCommit;
1222 local $FS::UID::AutoCommit = 0;
1225 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1226 my $error = $cust_pkg->reexport;
1228 $dbh->rollback if $oldAutoCommit;
1233 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1238 =item delete NEW_CUSTNUM
1240 This deletes the customer. If there is an error, returns the error, otherwise
1243 This will completely remove all traces of the customer record. This is not
1244 what you want when a customer cancels service; for that, cancel all of the
1245 customer's packages (see L</cancel>).
1247 If the customer has any uncancelled packages, you need to pass a new (valid)
1248 customer number for those packages to be transferred to. Cancelled packages
1249 will be deleted. Did I mention that this is NOT what you want when a customer
1250 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1252 You can't delete a customer with invoices (see L<FS::cust_bill>),
1253 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1254 refunds (see L<FS::cust_refund>).
1261 local $SIG{HUP} = 'IGNORE';
1262 local $SIG{INT} = 'IGNORE';
1263 local $SIG{QUIT} = 'IGNORE';
1264 local $SIG{TERM} = 'IGNORE';
1265 local $SIG{TSTP} = 'IGNORE';
1266 local $SIG{PIPE} = 'IGNORE';
1268 my $oldAutoCommit = $FS::UID::AutoCommit;
1269 local $FS::UID::AutoCommit = 0;
1272 if ( $self->cust_bill ) {
1273 $dbh->rollback if $oldAutoCommit;
1274 return "Can't delete a customer with invoices";
1276 if ( $self->cust_credit ) {
1277 $dbh->rollback if $oldAutoCommit;
1278 return "Can't delete a customer with credits";
1280 if ( $self->cust_pay ) {
1281 $dbh->rollback if $oldAutoCommit;
1282 return "Can't delete a customer with payments";
1284 if ( $self->cust_refund ) {
1285 $dbh->rollback if $oldAutoCommit;
1286 return "Can't delete a customer with refunds";
1289 my @cust_pkg = $self->ncancelled_pkgs;
1291 my $new_custnum = shift;
1292 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1293 $dbh->rollback if $oldAutoCommit;
1294 return "Invalid new customer number: $new_custnum";
1296 foreach my $cust_pkg ( @cust_pkg ) {
1297 my %hash = $cust_pkg->hash;
1298 $hash{'custnum'} = $new_custnum;
1299 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1300 my $error = $new_cust_pkg->replace($cust_pkg,
1301 options => { $cust_pkg->options },
1304 $dbh->rollback if $oldAutoCommit;
1309 my @cancelled_cust_pkg = $self->all_pkgs;
1310 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1311 my $error = $cust_pkg->delete;
1313 $dbh->rollback if $oldAutoCommit;
1318 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1319 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1321 my $error = $cust_main_invoice->delete;
1323 $dbh->rollback if $oldAutoCommit;
1328 foreach my $cust_main_exemption (
1329 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1331 my $error = $cust_main_exemption->delete;
1333 $dbh->rollback if $oldAutoCommit;
1338 my $error = $self->SUPER::delete;
1340 $dbh->rollback if $oldAutoCommit;
1344 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1349 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1352 Replaces the OLD_RECORD with this one in the database. If there is an error,
1353 returns the error, otherwise returns false.
1355 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1356 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1357 expected and rollback the entire transaction; it is not necessary to call
1358 check_invoicing_list first. Here's an example:
1360 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1362 Currently available options are: I<tax_exemption>.
1364 The I<tax_exemption> option can be set to an arrayref of tax names.
1365 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1372 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1374 : $self->replace_old;
1378 warn "$me replace called\n"
1381 my $curuser = $FS::CurrentUser::CurrentUser;
1382 if ( $self->payby eq 'COMP'
1383 && $self->payby ne $old->payby
1384 && ! $curuser->access_right('Complimentary customer')
1387 return "You are not permitted to create complimentary accounts.";
1390 local($ignore_expired_card) = 1
1391 if $old->payby =~ /^(CARD|DCRD)$/
1392 && $self->payby =~ /^(CARD|DCRD)$/
1393 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1395 local $SIG{HUP} = 'IGNORE';
1396 local $SIG{INT} = 'IGNORE';
1397 local $SIG{QUIT} = 'IGNORE';
1398 local $SIG{TERM} = 'IGNORE';
1399 local $SIG{TSTP} = 'IGNORE';
1400 local $SIG{PIPE} = 'IGNORE';
1402 my $oldAutoCommit = $FS::UID::AutoCommit;
1403 local $FS::UID::AutoCommit = 0;
1406 my $error = $self->SUPER::replace($old);
1409 $dbh->rollback if $oldAutoCommit;
1413 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1414 my $invoicing_list = shift @param;
1415 $error = $self->check_invoicing_list( $invoicing_list );
1417 $dbh->rollback if $oldAutoCommit;
1420 $self->invoicing_list( $invoicing_list );
1423 my %options = @param;
1425 my $tax_exemption = delete $options{'tax_exemption'};
1426 if ( $tax_exemption ) {
1428 my %cust_main_exemption =
1429 map { $_->taxname => $_ }
1430 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1432 foreach my $taxname ( @$tax_exemption ) {
1434 next if delete $cust_main_exemption{$taxname};
1436 my $cust_main_exemption = new FS::cust_main_exemption {
1437 'custnum' => $self->custnum,
1438 'taxname' => $taxname,
1440 my $error = $cust_main_exemption->insert;
1442 $dbh->rollback if $oldAutoCommit;
1443 return "inserting cust_main_exemption (transaction rolled back): $error";
1447 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1448 my $error = $cust_main_exemption->delete;
1450 $dbh->rollback if $oldAutoCommit;
1451 return "deleting cust_main_exemption (transaction rolled back): $error";
1457 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1458 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1459 # card/check/lec info has changed, want to retry realtime_ invoice events
1460 my $error = $self->retry_realtime;
1462 $dbh->rollback if $oldAutoCommit;
1467 unless ( $import || $skip_fuzzyfiles ) {
1468 $error = $self->queue_fuzzyfiles_update;
1470 $dbh->rollback if $oldAutoCommit;
1471 return "updating fuzzy search cache: $error";
1475 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1480 =item queue_fuzzyfiles_update
1482 Used by insert & replace to update the fuzzy search cache
1486 sub queue_fuzzyfiles_update {
1489 local $SIG{HUP} = 'IGNORE';
1490 local $SIG{INT} = 'IGNORE';
1491 local $SIG{QUIT} = 'IGNORE';
1492 local $SIG{TERM} = 'IGNORE';
1493 local $SIG{TSTP} = 'IGNORE';
1494 local $SIG{PIPE} = 'IGNORE';
1496 my $oldAutoCommit = $FS::UID::AutoCommit;
1497 local $FS::UID::AutoCommit = 0;
1500 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1501 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1503 $dbh->rollback if $oldAutoCommit;
1504 return "queueing job (transaction rolled back): $error";
1507 if ( $self->ship_last ) {
1508 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1509 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1511 $dbh->rollback if $oldAutoCommit;
1512 return "queueing job (transaction rolled back): $error";
1516 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1523 Checks all fields to make sure this is a valid customer record. If there is
1524 an error, returns the error, otherwise returns false. Called by the insert
1525 and replace methods.
1532 warn "$me check BEFORE: \n". $self->_dump
1536 $self->ut_numbern('custnum')
1537 || $self->ut_number('agentnum')
1538 || $self->ut_textn('agent_custid')
1539 || $self->ut_number('refnum')
1540 || $self->ut_textn('custbatch')
1541 || $self->ut_name('last')
1542 || $self->ut_name('first')
1543 || $self->ut_snumbern('birthdate')
1544 || $self->ut_snumbern('signupdate')
1545 || $self->ut_textn('company')
1546 || $self->ut_text('address1')
1547 || $self->ut_textn('address2')
1548 || $self->ut_text('city')
1549 || $self->ut_textn('county')
1550 || $self->ut_textn('state')
1551 || $self->ut_country('country')
1552 || $self->ut_anything('comments')
1553 || $self->ut_numbern('referral_custnum')
1554 || $self->ut_textn('stateid')
1555 || $self->ut_textn('stateid_state')
1556 || $self->ut_textn('invoice_terms')
1557 || $self->ut_alphan('geocode')
1558 || $self->ut_floatn('cdr_termination_percentage')
1561 #barf. need message catalogs. i18n. etc.
1562 $error .= "Please select an advertising source."
1563 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1564 return $error if $error;
1566 return "Unknown agent"
1567 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1569 return "Unknown refnum"
1570 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1572 return "Unknown referring custnum: ". $self->referral_custnum
1573 unless ! $self->referral_custnum
1574 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1576 if ( $self->censustract ne '' ) {
1577 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1578 or return "Illegal census tract: ". $self->censustract;
1580 $self->censustract("$1.$2");
1583 if ( $self->ss eq '' ) {
1588 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1589 or return "Illegal social security number: ". $self->ss;
1590 $self->ss("$1-$2-$3");
1594 # bad idea to disable, causes billing to fail because of no tax rates later
1595 # unless ( $import ) {
1596 unless ( qsearch('cust_main_county', {
1597 'country' => $self->country,
1600 return "Unknown state/county/country: ".
1601 $self->state. "/". $self->county. "/". $self->country
1602 unless qsearch('cust_main_county',{
1603 'state' => $self->state,
1604 'county' => $self->county,
1605 'country' => $self->country,
1611 $self->ut_phonen('daytime', $self->country)
1612 || $self->ut_phonen('night', $self->country)
1613 || $self->ut_phonen('fax', $self->country)
1614 || $self->ut_zip('zip', $self->country)
1616 return $error if $error;
1618 if ( $conf->exists('cust_main-require_phone')
1619 && ! length($self->daytime) && ! length($self->night)
1622 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1624 : FS::Msgcat::_gettext('daytime');
1625 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1627 : FS::Msgcat::_gettext('night');
1629 return "$daytime_label or $night_label is required"
1633 if ( $self->has_ship_address
1634 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1635 $self->addr_fields )
1639 $self->ut_name('ship_last')
1640 || $self->ut_name('ship_first')
1641 || $self->ut_textn('ship_company')
1642 || $self->ut_text('ship_address1')
1643 || $self->ut_textn('ship_address2')
1644 || $self->ut_text('ship_city')
1645 || $self->ut_textn('ship_county')
1646 || $self->ut_textn('ship_state')
1647 || $self->ut_country('ship_country')
1649 return $error if $error;
1651 #false laziness with above
1652 unless ( qsearchs('cust_main_county', {
1653 'country' => $self->ship_country,
1656 return "Unknown ship_state/ship_county/ship_country: ".
1657 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1658 unless qsearch('cust_main_county',{
1659 'state' => $self->ship_state,
1660 'county' => $self->ship_county,
1661 'country' => $self->ship_country,
1667 $self->ut_phonen('ship_daytime', $self->ship_country)
1668 || $self->ut_phonen('ship_night', $self->ship_country)
1669 || $self->ut_phonen('ship_fax', $self->ship_country)
1670 || $self->ut_zip('ship_zip', $self->ship_country)
1672 return $error if $error;
1674 return "Unit # is required."
1675 if $self->ship_address2 =~ /^\s*$/
1676 && $conf->exists('cust_main-require_address2');
1678 } else { # ship_ info eq billing info, so don't store dup info in database
1680 $self->setfield("ship_$_", '')
1681 foreach $self->addr_fields;
1683 return "Unit # is required."
1684 if $self->address2 =~ /^\s*$/
1685 && $conf->exists('cust_main-require_address2');
1689 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1690 # or return "Illegal payby: ". $self->payby;
1692 FS::payby->can_payby($self->table, $self->payby)
1693 or return "Illegal payby: ". $self->payby;
1695 $error = $self->ut_numbern('paystart_month')
1696 || $self->ut_numbern('paystart_year')
1697 || $self->ut_numbern('payissue')
1698 || $self->ut_textn('paytype')
1700 return $error if $error;
1702 if ( $self->payip eq '' ) {
1705 $error = $self->ut_ip('payip');
1706 return $error if $error;
1709 # If it is encrypted and the private key is not availaible then we can't
1710 # check the credit card.
1712 my $check_payinfo = 1;
1714 if ($self->is_encrypted($self->payinfo)) {
1718 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1720 my $payinfo = $self->payinfo;
1721 $payinfo =~ s/\D//g;
1722 $payinfo =~ /^(\d{13,16})$/
1723 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1725 $self->payinfo($payinfo);
1727 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1729 return gettext('unknown_card_type')
1730 if cardtype($self->payinfo) eq "Unknown";
1732 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1734 return 'Banned credit card: banned on '.
1735 time2str('%a %h %o at %r', $ban->_date).
1736 ' by '. $ban->otaker.
1737 ' (ban# '. $ban->bannum. ')';
1740 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1741 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1742 $self->paycvv =~ /^(\d{4})$/
1743 or return "CVV2 (CID) for American Express cards is four digits.";
1746 $self->paycvv =~ /^(\d{3})$/
1747 or return "CVV2 (CVC2/CID) is three digits.";
1754 my $cardtype = cardtype($payinfo);
1755 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1757 return "Start date or issue number is required for $cardtype cards"
1758 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1760 return "Start month must be between 1 and 12"
1761 if $self->paystart_month
1762 and $self->paystart_month < 1 || $self->paystart_month > 12;
1764 return "Start year must be 1990 or later"
1765 if $self->paystart_year
1766 and $self->paystart_year < 1990;
1768 return "Issue number must be beween 1 and 99"
1770 and $self->payissue < 1 || $self->payissue > 99;
1773 $self->paystart_month('');
1774 $self->paystart_year('');
1775 $self->payissue('');
1778 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1780 my $payinfo = $self->payinfo;
1781 $payinfo =~ s/[^\d\@]//g;
1782 if ( $conf->exists('echeck-nonus') ) {
1783 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1784 $payinfo = "$1\@$2";
1786 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1787 $payinfo = "$1\@$2";
1789 $self->payinfo($payinfo);
1792 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1794 return 'Banned ACH account: banned on '.
1795 time2str('%a %h %o at %r', $ban->_date).
1796 ' by '. $ban->otaker.
1797 ' (ban# '. $ban->bannum. ')';
1800 } elsif ( $self->payby eq 'LECB' ) {
1802 my $payinfo = $self->payinfo;
1803 $payinfo =~ s/\D//g;
1804 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1806 $self->payinfo($payinfo);
1809 } elsif ( $self->payby eq 'BILL' ) {
1811 $error = $self->ut_textn('payinfo');
1812 return "Illegal P.O. number: ". $self->payinfo if $error;
1815 } elsif ( $self->payby eq 'COMP' ) {
1817 my $curuser = $FS::CurrentUser::CurrentUser;
1818 if ( ! $self->custnum
1819 && ! $curuser->access_right('Complimentary customer')
1822 return "You are not permitted to create complimentary accounts."
1825 $error = $self->ut_textn('payinfo');
1826 return "Illegal comp account issuer: ". $self->payinfo if $error;
1829 } elsif ( $self->payby eq 'PREPAY' ) {
1831 my $payinfo = $self->payinfo;
1832 $payinfo =~ s/\W//g; #anything else would just confuse things
1833 $self->payinfo($payinfo);
1834 $error = $self->ut_alpha('payinfo');
1835 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1836 return "Unknown prepayment identifier"
1837 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1842 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1843 return "Expiration date required"
1844 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1848 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1849 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1850 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $2, "19$1" );
1852 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1853 ( $m, $y ) = ( $3, "20$2" );
1855 return "Illegal expiration date: ". $self->paydate;
1857 $self->paydate("$y-$m-01");
1858 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1859 return gettext('expired_card')
1861 && !$ignore_expired_card
1862 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1865 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1866 ( ! $conf->exists('require_cardname')
1867 || $self->payby !~ /^(CARD|DCRD)$/ )
1869 $self->payname( $self->first. " ". $self->getfield('last') );
1871 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1872 or return gettext('illegal_name'). " payname: ". $self->payname;
1876 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1877 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1881 $self->otaker(getotaker) unless $self->otaker;
1883 warn "$me check AFTER: \n". $self->_dump
1886 $self->SUPER::check;
1891 Returns a list of fields which have ship_ duplicates.
1896 qw( last first company
1897 address1 address2 city county state zip country
1902 =item has_ship_address
1904 Returns true if this customer record has a separate shipping address.
1908 sub has_ship_address {
1910 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1913 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1915 Returns all packages (see L<FS::cust_pkg>) for this customer.
1921 my $extra_qsearch = ref($_[0]) ? shift : {};
1923 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1926 if ( $self->{'_pkgnum'} ) {
1927 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1929 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1932 sort sort_packages @cust_pkg;
1937 Synonym for B<all_pkgs>.
1942 shift->all_pkgs(@_);
1947 Returns all locations (see L<FS::cust_location>) for this customer.
1953 qsearch('cust_location', { 'custnum' => $self->custnum } );
1956 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1958 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1962 sub ncancelled_pkgs {
1964 my $extra_qsearch = ref($_[0]) ? shift : {};
1966 return $self->num_ncancelled_pkgs unless wantarray;
1969 if ( $self->{'_pkgnum'} ) {
1971 warn "$me ncancelled_pkgs: returning cached objects"
1974 @cust_pkg = grep { ! $_->getfield('cancel') }
1975 values %{ $self->{'_pkgnum'}->cache };
1979 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1980 $self->custnum. "\n"
1983 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1985 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1989 sort sort_packages @cust_pkg;
1995 my $extra_qsearch = ref($_[0]) ? shift : {};
1997 $extra_qsearch->{'select'} ||= '*';
1998 $extra_qsearch->{'select'} .=
1999 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2003 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2008 'table' => 'cust_pkg',
2009 'hashref' => { 'custnum' => $self->custnum },
2014 # This should be generalized to use config options to determine order.
2017 if ( $a->get('cancel') xor $b->get('cancel') ) {
2018 return -1 if $b->get('cancel');
2019 return 1 if $a->get('cancel');
2020 #shouldn't get here...
2023 my $a_num_cust_svc = $a->num_cust_svc;
2024 my $b_num_cust_svc = $b->num_cust_svc;
2025 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2026 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2027 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2028 my @a_cust_svc = $a->cust_svc;
2029 my @b_cust_svc = $b->cust_svc;
2030 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2035 =item suspended_pkgs
2037 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2041 sub suspended_pkgs {
2043 grep { $_->susp } $self->ncancelled_pkgs;
2046 =item unflagged_suspended_pkgs
2048 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2049 customer (thouse packages without the `manual_flag' set).
2053 sub unflagged_suspended_pkgs {
2055 return $self->suspended_pkgs
2056 unless dbdef->table('cust_pkg')->column('manual_flag');
2057 grep { ! $_->manual_flag } $self->suspended_pkgs;
2060 =item unsuspended_pkgs
2062 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2067 sub unsuspended_pkgs {
2069 grep { ! $_->susp } $self->ncancelled_pkgs;
2072 =item next_bill_date
2074 Returns the next date this customer will be billed, as a UNIX timestamp, or
2075 undef if no active package has a next bill date.
2079 sub next_bill_date {
2081 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2084 =item num_cancelled_pkgs
2086 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2091 sub num_cancelled_pkgs {
2092 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2095 sub num_ncancelled_pkgs {
2096 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2100 my( $self ) = shift;
2101 my $sql = scalar(@_) ? shift : '';
2102 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2103 my $sth = dbh->prepare(
2104 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2105 ) or die dbh->errstr;
2106 $sth->execute($self->custnum) or die $sth->errstr;
2107 $sth->fetchrow_arrayref->[0];
2112 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2113 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2114 on success or a list of errors.
2120 grep { $_->unsuspend } $self->suspended_pkgs;
2125 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2127 Returns a list: an empty list on success or a list of errors.
2133 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2136 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2138 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2139 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2140 of a list of pkgparts; the hashref has the following keys:
2144 =item pkgparts - listref of pkgparts
2146 =item (other options are passed to the suspend method)
2151 Returns a list: an empty list on success or a list of errors.
2155 sub suspend_if_pkgpart {
2157 my (@pkgparts, %opt);
2158 if (ref($_[0]) eq 'HASH'){
2159 @pkgparts = @{$_[0]{pkgparts}};
2164 grep { $_->suspend(%opt) }
2165 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2166 $self->unsuspended_pkgs;
2169 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2171 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2172 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2173 instead of a list of pkgparts; the hashref has the following keys:
2177 =item pkgparts - listref of pkgparts
2179 =item (other options are passed to the suspend method)
2183 Returns a list: an empty list on success or a list of errors.
2187 sub suspend_unless_pkgpart {
2189 my (@pkgparts, %opt);
2190 if (ref($_[0]) eq 'HASH'){
2191 @pkgparts = @{$_[0]{pkgparts}};
2196 grep { $_->suspend(%opt) }
2197 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2198 $self->unsuspended_pkgs;
2201 =item cancel [ OPTION => VALUE ... ]
2203 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2205 Available options are:
2209 =item quiet - can be set true to supress email cancellation notices.
2211 =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.
2213 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2215 =item nobill - can be set true to skip billing if it might otherwise be done.
2219 Always returns a list: an empty list on success or a list of errors.
2223 # nb that dates are not specified as valid options to this method
2226 my( $self, %opt ) = @_;
2228 warn "$me cancel called on customer ". $self->custnum. " with options ".
2229 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2232 return ( 'access denied' )
2233 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2235 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2237 #should try decryption (we might have the private key)
2238 # and if not maybe queue a job for the server that does?
2239 return ( "Can't (yet) ban encrypted credit cards" )
2240 if $self->is_encrypted($self->payinfo);
2242 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2243 my $error = $ban->insert;
2244 return ( $error ) if $error;
2248 my @pkgs = $self->ncancelled_pkgs;
2250 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2252 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2253 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2257 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2258 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2261 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2264 sub _banned_pay_hashref {
2275 'payby' => $payby2ban{$self->payby},
2276 'payinfo' => md5_base64($self->payinfo),
2277 #don't ever *search* on reason! #'reason' =>
2283 Returns all notes (see L<FS::cust_main_note>) for this customer.
2290 qsearch( 'cust_main_note',
2291 { 'custnum' => $self->custnum },
2293 'ORDER BY _DATE DESC'
2299 Returns the agent (see L<FS::agent>) for this customer.
2305 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2308 =item bill_and_collect
2310 Cancels and suspends any packages due, generates bills, applies payments and
2313 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2315 Options are passed as name-value pairs. Currently available options are:
2321 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:
2325 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2329 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.
2333 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2337 If set true, re-charges setup fees.
2341 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)
2345 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2346 options of those methods are also available.
2350 sub bill_and_collect {
2351 my( $self, %options ) = @_;
2353 #$options{actual_time} not $options{time} because freeside-daily -d is for
2354 #pre-printing invoices
2355 $self->cancel_expired_pkgs( $options{actual_time} );
2356 $self->suspend_adjourned_pkgs( $options{actual_time} );
2358 my $error = $self->bill( %options );
2359 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2361 $self->apply_payments_and_credits;
2363 unless ( $conf->exists('cancelled_cust-noevents')
2364 && ! $self->num_ncancelled_pkgs
2367 $error = $self->collect( %options );
2368 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2374 sub cancel_expired_pkgs {
2375 my ( $self, $time ) = @_;
2377 my @cancel_pkgs = $self->ncancelled_pkgs( {
2378 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2381 foreach my $cust_pkg ( @cancel_pkgs ) {
2382 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2383 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2384 'reason_otaker' => $cpr->otaker
2388 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2389 " for custnum ". $self->custnum. ": $error"
2395 sub suspend_adjourned_pkgs {
2396 my ( $self, $time ) = @_;
2398 my @susp_pkgs = $self->ncancelled_pkgs( {
2400 " AND ( susp IS NULL OR susp = 0 )
2401 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2402 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2407 #only because there's no SQL test for is_prepaid :/
2409 grep { ( $_->part_pkg->is_prepaid
2414 && $_->adjourn <= $time
2420 foreach my $cust_pkg ( @susp_pkgs ) {
2421 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2422 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2423 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2424 'reason_otaker' => $cpr->otaker
2429 warn "Error suspending package ". $cust_pkg->pkgnum.
2430 " for custnum ". $self->custnum. ": $error"
2438 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2439 conjunction with the collect method by calling B<bill_and_collect>.
2441 If there is an error, returns the error, otherwise returns false.
2443 Options are passed as name-value pairs. Currently available options are:
2449 If set true, re-charges setup fees.
2453 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:
2457 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2461 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2463 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2467 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2471 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.
2475 This boolean value informs the us that the package is being cancelled. This
2476 typically might mean not charging the normal recurring fee but only usage
2477 fees since the last billing. Setup charges may be charged. Not all package
2478 plans support this feature (they tend to charge 0).
2482 Options terms to be printed on this invocice. Otherwise, customer-specific
2483 terms or the default terms are used.
2490 my( $self, %options ) = @_;
2491 return '' if $self->payby eq 'COMP';
2492 warn "$me bill customer ". $self->custnum. "\n"
2495 my $time = $options{'time'} || time;
2496 my $invoice_time = $options{'invoice_time'} || $time;
2498 $options{'not_pkgpart'} ||= {};
2499 $options{'not_pkgpart'} = { map { $_ => 1 }
2500 split(/\s*,\s*/, $options{'not_pkgpart'})
2502 unless ref($options{'not_pkgpart'});
2504 local $SIG{HUP} = 'IGNORE';
2505 local $SIG{INT} = 'IGNORE';
2506 local $SIG{QUIT} = 'IGNORE';
2507 local $SIG{TERM} = 'IGNORE';
2508 local $SIG{TSTP} = 'IGNORE';
2509 local $SIG{PIPE} = 'IGNORE';
2511 my $oldAutoCommit = $FS::UID::AutoCommit;
2512 local $FS::UID::AutoCommit = 0;
2515 $self->select_for_update; #mutex
2517 my $error = $self->do_cust_event(
2518 'debug' => ( $options{'debug'} || 0 ),
2519 'time' => $invoice_time,
2520 'check_freq' => $options{'check_freq'},
2521 'stage' => 'pre-bill',
2524 $dbh->rollback if $oldAutoCommit;
2528 my @cust_bill_pkg = ();
2531 # find the packages which are due for billing, find out how much they are
2532 # & generate invoice database.
2535 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2537 my @precommit_hooks = ();
2539 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2540 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2542 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2544 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2546 #? to avoid use of uninitialized value errors... ?
2547 $cust_pkg->setfield('bill', '')
2548 unless defined($cust_pkg->bill);
2550 #my $part_pkg = $cust_pkg->part_pkg;
2552 my $real_pkgpart = $cust_pkg->pkgpart;
2553 my %hash = $cust_pkg->hash;
2555 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2557 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2560 $self->_make_lines( 'part_pkg' => $part_pkg,
2561 'cust_pkg' => $cust_pkg,
2562 'precommit_hooks' => \@precommit_hooks,
2563 'line_items' => \@cust_bill_pkg,
2564 'setup' => \$total_setup,
2565 'recur' => \$total_recur,
2566 'tax_matrix' => \%taxlisthash,
2568 'real_pkgpart' => $real_pkgpart,
2569 'options' => \%options,
2572 $dbh->rollback if $oldAutoCommit;
2576 } #foreach my $part_pkg
2578 } #foreach my $cust_pkg
2580 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2581 #but do commit any package date cycling that happened
2582 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2586 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2587 !$conf->exists('postal_invoice-recurring_only')
2591 my $postal_pkg = $self->charge_postal_fee();
2592 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2594 $dbh->rollback if $oldAutoCommit;
2595 return "can't charge postal invoice fee for customer ".
2596 $self->custnum. ": $postal_pkg";
2598 } elsif ( $postal_pkg ) {
2600 my $real_pkgpart = $postal_pkg->pkgpart;
2601 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2602 my %postal_options = %options;
2603 delete $postal_options{cancel};
2605 $self->_make_lines( 'part_pkg' => $part_pkg,
2606 'cust_pkg' => $postal_pkg,
2607 'precommit_hooks' => \@precommit_hooks,
2608 'line_items' => \@cust_bill_pkg,
2609 'setup' => \$total_setup,
2610 'recur' => \$total_recur,
2611 'tax_matrix' => \%taxlisthash,
2613 'real_pkgpart' => $real_pkgpart,
2614 'options' => \%postal_options,
2617 $dbh->rollback if $oldAutoCommit;
2626 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2628 # keys are tax names (as printed on invoices / itemdesc )
2629 # values are listrefs of taxlisthash keys (internal identifiers)
2632 # keys are taxlisthash keys (internal identifiers)
2633 # values are (cumulative) amounts
2636 # keys are taxlisthash keys (internal identifiers)
2637 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2638 my %tax_location = ();
2640 # keys are taxlisthash keys (internal identifiers)
2641 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2642 my %tax_rate_location = ();
2644 foreach my $tax ( keys %taxlisthash ) {
2645 my $tax_object = shift @{ $taxlisthash{$tax} };
2646 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2647 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2648 my $hashref_or_error =
2649 $tax_object->taxline( $taxlisthash{$tax},
2650 'custnum' => $self->custnum,
2651 'invoice_time' => $invoice_time
2653 unless ( ref($hashref_or_error) ) {
2654 $dbh->rollback if $oldAutoCommit;
2655 return $hashref_or_error;
2657 unshift @{ $taxlisthash{$tax} }, $tax_object;
2659 my $name = $hashref_or_error->{'name'};
2660 my $amount = $hashref_or_error->{'amount'};
2662 #warn "adding $amount as $name\n";
2663 $taxname{ $name } ||= [];
2664 push @{ $taxname{ $name } }, $tax;
2666 $tax{ $tax } += $amount;
2668 $tax_location{ $tax } ||= [];
2669 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2670 push @{ $tax_location{ $tax } },
2672 'taxnum' => $tax_object->taxnum,
2673 'taxtype' => ref($tax_object),
2674 'pkgnum' => $tax_object->get('pkgnum'),
2675 'locationnum' => $tax_object->get('locationnum'),
2676 'amount' => sprintf('%.2f', $amount ),
2680 $tax_rate_location{ $tax } ||= [];
2681 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2682 my $taxratelocationnum =
2683 $tax_object->tax_rate_location->taxratelocationnum;
2684 push @{ $tax_rate_location{ $tax } },
2686 'taxnum' => $tax_object->taxnum,
2687 'taxtype' => ref($tax_object),
2688 'amount' => sprintf('%.2f', $amount ),
2689 'locationtaxid' => $tax_object->location,
2690 'taxratelocationnum' => $taxratelocationnum,
2696 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2697 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2698 foreach my $tax ( keys %taxlisthash ) {
2699 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2700 next unless ref($_) eq 'FS::cust_bill_pkg';
2702 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2703 splice( @{ $_->_cust_tax_exempt_pkg } );
2707 #consolidate and create tax line items
2708 warn "consolidating and generating...\n" if $DEBUG > 2;
2709 foreach my $taxname ( keys %taxname ) {
2712 my @cust_bill_pkg_tax_location = ();
2713 my @cust_bill_pkg_tax_rate_location = ();
2714 warn "adding $taxname\n" if $DEBUG > 1;
2715 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2716 next if $seen{$taxitem}++;
2717 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2718 $tax += $tax{$taxitem};
2719 push @cust_bill_pkg_tax_location,
2720 map { new FS::cust_bill_pkg_tax_location $_ }
2721 @{ $tax_location{ $taxitem } };
2722 push @cust_bill_pkg_tax_rate_location,
2723 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2724 @{ $tax_rate_location{ $taxitem } };
2728 $tax = sprintf('%.2f', $tax );
2729 $total_setup = sprintf('%.2f', $total_setup+$tax );
2731 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2737 if ( $pkg_category and
2738 $conf->config('invoice_latexsummary') ||
2739 $conf->config('invoice_htmlsummary')
2743 my %hash = ( 'section' => $pkg_category->categoryname );
2744 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2748 push @cust_bill_pkg, new FS::cust_bill_pkg {
2754 'itemdesc' => $taxname,
2755 'display' => \@display,
2756 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2757 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2762 #add tax adjustments
2763 warn "adding tax adjustments...\n" if $DEBUG > 2;
2764 foreach my $cust_tax_adjustment (
2765 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2771 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2772 $total_setup = sprintf('%.2f', $total_setup+$tax );
2774 my $itemdesc = $cust_tax_adjustment->taxname;
2775 $itemdesc = '' if $itemdesc eq 'Tax';
2777 push @cust_bill_pkg, new FS::cust_bill_pkg {
2783 'itemdesc' => $itemdesc,
2784 'itemcomment' => $cust_tax_adjustment->comment,
2785 'cust_tax_adjustment' => $cust_tax_adjustment,
2786 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2791 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2793 my @cust_bill = $self->cust_bill;
2794 my $balance = $self->balance;
2795 my $previous_balance = scalar(@cust_bill)
2796 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2799 $previous_balance += $cust_bill[$#cust_bill]->charged
2800 if scalar(@cust_bill);
2801 #my $balance_adjustments =
2802 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2804 #create the new invoice
2805 my $cust_bill = new FS::cust_bill ( {
2806 'custnum' => $self->custnum,
2807 '_date' => ( $invoice_time ),
2808 'charged' => $charged,
2809 'billing_balance' => $balance,
2810 'previous_balance' => $previous_balance,
2811 'invoice_terms' => $options{'invoice_terms'},
2813 $error = $cust_bill->insert;
2815 $dbh->rollback if $oldAutoCommit;
2816 return "can't create invoice for customer #". $self->custnum. ": $error";
2819 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2820 $cust_bill_pkg->invnum($cust_bill->invnum);
2821 my $error = $cust_bill_pkg->insert;
2823 $dbh->rollback if $oldAutoCommit;
2824 return "can't create invoice line item: $error";
2829 foreach my $hook ( @precommit_hooks ) {
2831 &{$hook}; #($self) ?
2834 $dbh->rollback if $oldAutoCommit;
2835 return "$@ running precommit hook $hook\n";
2839 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2845 my ($self, %params) = @_;
2847 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2848 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2849 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2850 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2851 my $total_setup = $params{setup} or die "no setup accumulator specified";
2852 my $total_recur = $params{recur} or die "no recur accumulator specified";
2853 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2854 my $time = $params{'time'} or die "no time specified";
2855 my (%options) = %{$params{options}};
2858 my $real_pkgpart = $params{real_pkgpart};
2859 my %hash = $cust_pkg->hash;
2860 my $old_cust_pkg = new FS::cust_pkg \%hash;
2866 $cust_pkg->pkgpart($part_pkg->pkgpart);
2874 if ( $options{'resetup'}
2875 || ( ! $cust_pkg->setup
2876 && ( ! $cust_pkg->start_date
2877 || $cust_pkg->start_date <= $time
2879 && ( ! $conf->exists('disable_setup_suspended_pkgs')
2880 || ( $conf->exists('disable_setup_suspended_pkgs') &&
2881 ! $cust_pkg->getfield('susp')
2888 warn " bill setup\n" if $DEBUG > 1;
2891 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2892 return "$@ running calc_setup for $cust_pkg\n"
2895 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2897 $cust_pkg->setfield('setup', $time)
2898 unless $cust_pkg->setup;
2899 #do need it, but it won't get written to the db
2900 #|| $cust_pkg->pkgpart != $real_pkgpart;
2902 $cust_pkg->setfield('start_date', '')
2903 if $cust_pkg->start_date;
2908 # bill recurring fee
2911 #XXX unit stuff here too
2915 if ( ! $cust_pkg->get('susp')
2916 and ! $cust_pkg->get('start_date')
2917 and ( $part_pkg->getfield('freq') ne '0'
2918 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2920 || ( $part_pkg->plan eq 'voip_cdr'
2921 && $part_pkg->option('bill_every_call')
2923 || ( $options{cancel} )
2926 # XXX should this be a package event? probably. events are called
2927 # at collection time at the moment, though...
2928 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2929 if $part_pkg->can('reset_usage');
2930 #don't want to reset usage just cause we want a line item??
2931 #&& $part_pkg->pkgpart == $real_pkgpart;
2933 warn " bill recur\n" if $DEBUG > 1;
2936 # XXX shared with $recur_prog
2937 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
2941 #over two params! lets at least switch to a hashref for the rest...
2942 my $increment_next_bill = ( $part_pkg->freq ne '0'
2943 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2944 && !$options{cancel}
2946 my %param = ( 'precommit_hooks' => $precommit_hooks,
2947 'increment_next_bill' => $increment_next_bill,
2950 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
2951 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
2952 return "$@ running $method for $cust_pkg\n"
2955 if ( $increment_next_bill ) {
2957 my $next_bill = $part_pkg->add_freq($sdate);
2958 return "unparsable frequency: ". $part_pkg->freq
2959 if $next_bill == -1;
2961 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2962 # only for figuring next bill date, nothing else, so, reset $sdate again
2964 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2965 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2966 $cust_pkg->last_bill($sdate);
2968 $cust_pkg->setfield('bill', $next_bill );
2974 warn "\$setup is undefined" unless defined($setup);
2975 warn "\$recur is undefined" unless defined($recur);
2976 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2979 # If there's line items, create em cust_bill_pkg records
2980 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2985 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2986 # hmm.. and if just the options are modified in some weird price plan?
2988 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2991 my $error = $cust_pkg->replace( $old_cust_pkg,
2992 'options' => { $cust_pkg->options },
2994 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2995 if $error; #just in case
2998 $setup = sprintf( "%.2f", $setup );
2999 $recur = sprintf( "%.2f", $recur );
3000 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3001 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3003 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3004 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3007 if ( $setup != 0 || $recur != 0 ) {
3009 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3012 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3014 warn " adding customer package invoice detail: $_\n"
3015 foreach @cust_pkg_detail;
3017 push @details, @cust_pkg_detail;
3019 my $cust_bill_pkg = new FS::cust_bill_pkg {
3020 'pkgnum' => $cust_pkg->pkgnum,
3022 'unitsetup' => $unitsetup,
3024 'unitrecur' => $unitrecur,
3025 'quantity' => $cust_pkg->quantity,
3026 'details' => \@details,
3027 'hidden' => $part_pkg->hidden,
3030 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3031 $cust_bill_pkg->sdate( $hash{last_bill} );
3032 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3033 $cust_bill_pkg->edate( $time ) if $options{cancel};
3034 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3035 $cust_bill_pkg->sdate( $sdate );
3036 $cust_bill_pkg->edate( $cust_pkg->bill );
3037 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3040 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3041 unless $part_pkg->pkgpart == $real_pkgpart;
3043 $$total_setup += $setup;
3044 $$total_recur += $recur;
3051 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3052 return $error if $error;
3054 push @$cust_bill_pkgs, $cust_bill_pkg;
3056 } #if $setup != 0 || $recur != 0
3066 my $part_pkg = shift;
3067 my $taxlisthash = shift;
3068 my $cust_bill_pkg = shift;
3069 my $cust_pkg = shift;
3070 my $invoice_time = shift;
3071 my $real_pkgpart = shift;
3072 my $options = shift;
3074 my %cust_bill_pkg = ();
3078 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3079 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3080 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3081 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3083 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3085 if ( $conf->exists('enable_taxproducts')
3086 && ( scalar($part_pkg->part_pkg_taxoverride)
3087 || $part_pkg->has_taxproduct
3092 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3093 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3096 foreach my $class (@classes) {
3097 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3098 return $err_or_ref unless ref($err_or_ref);
3099 $taxes{$class} = $err_or_ref;
3102 unless (exists $taxes{''}) {
3103 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3104 return $err_or_ref unless ref($err_or_ref);
3105 $taxes{''} = $err_or_ref;
3110 my @loc_keys = qw( city county state country );
3112 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3113 my $cust_location = $cust_pkg->cust_location;
3114 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3117 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3120 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3123 $taxhash{'taxclass'} = $part_pkg->taxclass;
3125 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3127 my %taxhash_elim = %taxhash;
3129 my @elim = qw( taxclass city county state );
3130 while ( !scalar(@taxes) && scalar(@elim) ) {
3131 $taxhash_elim{ shift(@elim) } = '';
3132 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3135 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3137 if $self->cust_main_exemption; #just to be safe
3139 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3141 $_->set('pkgnum', $cust_pkg->pkgnum );
3142 $_->set('locationnum', $cust_pkg->locationnum );
3146 $taxes{''} = [ @taxes ];
3147 $taxes{'setup'} = [ @taxes ];
3148 $taxes{'recur'} = [ @taxes ];
3149 $taxes{$_} = [ @taxes ] foreach (@classes);
3151 # # maybe eliminate this entirely, along with all the 0% records
3152 # unless ( @taxes ) {
3154 # "fatal: can't find tax rate for state/county/country/taxclass ".
3155 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3158 } #if $conf->exists('enable_taxproducts') ...
3163 my $separate = $conf->exists('separate_usage');
3164 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3165 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3167 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3168 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3169 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3172 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3173 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3175 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3176 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3178 push @display, new FS::cust_bill_pkg_display
3181 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3185 if ($separate && $section && $summary) {
3186 push @display, new FS::cust_bill_pkg_display { type => 'U',
3191 if ($usage_mandate || $section && $summary) {
3192 $hash{post_total} = 'Y';
3195 $hash{section} = $section if ($separate || $usage_mandate);
3196 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3199 $cust_bill_pkg->set('display', \@display);
3201 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3202 foreach my $key (keys %tax_cust_bill_pkg) {
3203 my @taxes = @{ $taxes{$key} || [] };
3204 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3206 my %localtaxlisthash = ();
3207 foreach my $tax ( @taxes ) {
3209 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3210 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3211 # ' locationnum'. $cust_pkg->locationnum
3212 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3214 $taxlisthash->{ $taxname } ||= [ $tax ];
3215 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3217 $localtaxlisthash{ $taxname } ||= [ $tax ];
3218 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3222 warn "finding taxed taxes...\n" if $DEBUG > 2;
3223 foreach my $tax ( keys %localtaxlisthash ) {
3224 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3225 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3227 next unless $tax_object->can('tax_on_tax');
3229 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3230 my $totname = ref( $tot ). ' '. $tot->taxnum;
3232 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3234 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3236 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3237 my $hashref_or_error =
3238 $tax_object->taxline( $localtaxlisthash{$tax},
3239 'custnum' => $self->custnum,
3240 'invoice_time' => $invoice_time,
3242 return $hashref_or_error
3243 unless ref($hashref_or_error);
3245 $taxlisthash->{ $totname } ||= [ $tot ];
3246 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3258 my $part_pkg = shift;
3262 my $geocode = $self->geocode('cch');
3264 my @taxclassnums = map { $_->taxclassnum }
3265 $part_pkg->part_pkg_taxoverride($class);
3267 unless (@taxclassnums) {
3268 @taxclassnums = map { $_->taxclassnum }
3269 grep { $_->taxable eq 'Y' }
3270 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3272 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3277 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3279 @taxes = qsearch({ 'table' => 'tax_rate',
3280 'hashref' => { 'geocode' => $geocode, },
3281 'extra_sql' => $extra_sql,
3283 if scalar(@taxclassnums);
3285 warn "Found taxes ".
3286 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3293 =item collect [ HASHREF | OPTION => VALUE ... ]
3295 (Attempt to) collect money for this customer's outstanding invoices (see
3296 L<FS::cust_bill>). Usually used after the bill method.
3298 Actions are now triggered by billing events; see L<FS::part_event> and the
3299 billing events web interface. Old-style invoice events (see
3300 L<FS::part_bill_event>) have been deprecated.
3302 If there is an error, returns the error, otherwise returns false.
3304 Options are passed as name-value pairs.
3306 Currently available options are:
3312 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.
3316 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3320 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3324 set true to surpress email card/ACH decline notices.
3328 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)
3334 # allows for one time override of normal customer billing method
3339 my( $self, %options ) = @_;
3340 my $invoice_time = $options{'invoice_time'} || time;
3343 local $SIG{HUP} = 'IGNORE';
3344 local $SIG{INT} = 'IGNORE';
3345 local $SIG{QUIT} = 'IGNORE';
3346 local $SIG{TERM} = 'IGNORE';
3347 local $SIG{TSTP} = 'IGNORE';
3348 local $SIG{PIPE} = 'IGNORE';
3350 my $oldAutoCommit = $FS::UID::AutoCommit;
3351 local $FS::UID::AutoCommit = 0;
3354 $self->select_for_update; #mutex
3357 my $balance = $self->balance;
3358 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3361 if ( exists($options{'retry_card'}) ) {
3362 carp 'retry_card option passed to collect is deprecated; use retry';
3363 $options{'retry'} ||= $options{'retry_card'};
3365 if ( exists($options{'retry'}) && $options{'retry'} ) {
3366 my $error = $self->retry_realtime;
3368 $dbh->rollback if $oldAutoCommit;
3373 my $error = $self->do_cust_event(
3374 'debug' => ( $options{'debug'} || 0 ),
3375 'time' => $invoice_time,
3376 'check_freq' => $options{'check_freq'},
3377 'stage' => 'collect',
3380 $dbh->rollback if $oldAutoCommit;
3384 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3389 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3391 Runs billing events; see L<FS::part_event> and the billing events web
3394 If there is an error, returns the error, otherwise returns false.
3396 Options are passed as name-value pairs.
3398 Currently available options are:
3404 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.
3408 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3412 "collect" (the default) or "pre-bill"
3416 set true to surpress email card/ACH decline notices.
3420 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)
3426 # allows for one time override of normal customer billing method
3430 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3433 my( $self, %options ) = @_;
3434 my $time = $options{'time'} || time;
3437 local $SIG{HUP} = 'IGNORE';
3438 local $SIG{INT} = 'IGNORE';
3439 local $SIG{QUIT} = 'IGNORE';
3440 local $SIG{TERM} = 'IGNORE';
3441 local $SIG{TSTP} = 'IGNORE';
3442 local $SIG{PIPE} = 'IGNORE';
3444 my $oldAutoCommit = $FS::UID::AutoCommit;
3445 local $FS::UID::AutoCommit = 0;
3448 $self->select_for_update; #mutex
3451 my $balance = $self->balance;
3452 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3455 # if ( exists($options{'retry_card'}) ) {
3456 # carp 'retry_card option passed to collect is deprecated; use retry';
3457 # $options{'retry'} ||= $options{'retry_card'};
3459 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3460 # my $error = $self->retry_realtime;
3462 # $dbh->rollback if $oldAutoCommit;
3467 # false laziness w/pay_batch::import_results
3469 my $due_cust_event = $self->due_cust_event(
3470 'debug' => ( $options{'debug'} || 0 ),
3472 'check_freq' => $options{'check_freq'},
3473 'stage' => ( $options{'stage'} || 'collect' ),
3475 unless( ref($due_cust_event) ) {
3476 $dbh->rollback if $oldAutoCommit;
3477 return $due_cust_event;
3480 foreach my $cust_event ( @$due_cust_event ) {
3484 #re-eval event conditions (a previous event could have changed things)
3485 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3486 #don't leave stray "new/locked" records around
3487 my $error = $cust_event->delete;
3489 #gah, even with transactions
3490 $dbh->commit if $oldAutoCommit; #well.
3497 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3498 warn " running cust_event ". $cust_event->eventnum. "\n"
3502 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3503 if ( my $error = $cust_event->do_event() ) {
3504 #XXX wtf is this? figure out a proper dealio with return value
3506 # gah, even with transactions.
3507 $dbh->commit if $oldAutoCommit; #well.
3514 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3519 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3521 Inserts database records for and returns an ordered listref of new events due
3522 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3523 events are due, an empty listref is returned. If there is an error, returns a
3524 scalar error message.
3526 To actually run the events, call each event's test_condition method, and if
3527 still true, call the event's do_event method.
3529 Options are passed as a hashref or as a list of name-value pairs. Available
3536 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3540 "collect" (the default) or "pre-bill"
3544 "Current time" for the events.
3548 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3552 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3556 Explicitly pass the objects to be tested (typically used with eventtable).
3560 Set to true to return the objects, but not actually insert them into the
3567 sub due_cust_event {
3569 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3572 #my $DEBUG = $opt{'debug'}
3573 local($DEBUG) = $opt{'debug'}
3574 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3576 warn "$me due_cust_event called with options ".
3577 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3580 $opt{'time'} ||= time;
3582 local $SIG{HUP} = 'IGNORE';
3583 local $SIG{INT} = 'IGNORE';
3584 local $SIG{QUIT} = 'IGNORE';
3585 local $SIG{TERM} = 'IGNORE';
3586 local $SIG{TSTP} = 'IGNORE';
3587 local $SIG{PIPE} = 'IGNORE';
3589 my $oldAutoCommit = $FS::UID::AutoCommit;
3590 local $FS::UID::AutoCommit = 0;
3593 $self->select_for_update #mutex
3594 unless $opt{testonly};
3597 # find possible events (initial search)
3600 my @cust_event = ();
3602 my @eventtable = $opt{'eventtable'}
3603 ? ( $opt{'eventtable'} )
3604 : FS::part_event->eventtables_runorder;
3606 foreach my $eventtable ( @eventtable ) {
3609 if ( $opt{'objects'} ) {
3611 @objects = @{ $opt{'objects'} };
3615 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3616 @objects = ( $eventtable eq 'cust_main' )
3618 : ( $self->$eventtable() );
3622 my @e_cust_event = ();
3624 my $cross = "CROSS JOIN $eventtable";
3625 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3626 unless $eventtable eq 'cust_main';
3628 foreach my $object ( @objects ) {
3630 #this first search uses the condition_sql magic for optimization.
3631 #the more possible events we can eliminate in this step the better
3633 my $cross_where = '';
3634 my $pkey = $object->primary_key;
3635 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3637 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3639 FS::part_event_condition->where_conditions_sql( $eventtable,
3640 'time'=>$opt{'time'}
3642 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3644 $extra_sql = "AND $extra_sql" if $extra_sql;
3646 #here is the agent virtualization
3647 $extra_sql .= " AND ( part_event.agentnum IS NULL
3648 OR part_event.agentnum = ". $self->agentnum. ' )';
3650 $extra_sql .= " $order";
3652 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3653 if $opt{'debug'} > 2;
3654 my @part_event = qsearch( {
3655 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3656 'select' => 'part_event.*',
3657 'table' => 'part_event',
3658 'addl_from' => "$cross $join",
3659 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3660 'eventtable' => $eventtable,
3663 'extra_sql' => "AND $cross_where $extra_sql",
3667 my $pkey = $object->primary_key;
3668 warn " ". scalar(@part_event).
3669 " possible events found for $eventtable ". $object->$pkey(). "\n";
3672 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3676 warn " ". scalar(@e_cust_event).
3677 " subtotal possible cust events found for $eventtable\n"
3680 push @cust_event, @e_cust_event;
3684 warn " ". scalar(@cust_event).
3685 " total possible cust events found in initial search\n"
3693 $opt{stage} ||= 'collect';
3695 grep { my $stage = $_->part_event->event_stage;
3696 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3706 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3707 'stats_hashref' => \%unsat ),
3710 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3713 warn " invalid conditions not eliminated with condition_sql:\n".
3714 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3721 unless( $opt{testonly} ) {
3722 foreach my $cust_event ( @cust_event ) {
3724 my $error = $cust_event->insert();
3726 $dbh->rollback if $oldAutoCommit;
3733 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3739 warn " returning events: ". Dumper(@cust_event). "\n"
3746 =item retry_realtime
3748 Schedules realtime / batch credit card / electronic check / LEC billing
3749 events for for retry. Useful if card information has changed or manual
3750 retry is desired. The 'collect' method must be called to actually retry
3753 Implementation details: For either this customer, or for each of this
3754 customer's open invoices, changes the status of the first "done" (with
3755 statustext error) realtime processing event to "failed".
3759 sub retry_realtime {
3762 local $SIG{HUP} = 'IGNORE';
3763 local $SIG{INT} = 'IGNORE';
3764 local $SIG{QUIT} = 'IGNORE';
3765 local $SIG{TERM} = 'IGNORE';
3766 local $SIG{TSTP} = 'IGNORE';
3767 local $SIG{PIPE} = 'IGNORE';
3769 my $oldAutoCommit = $FS::UID::AutoCommit;
3770 local $FS::UID::AutoCommit = 0;
3773 #a little false laziness w/due_cust_event (not too bad, really)
3775 my $join = FS::part_event_condition->join_conditions_sql;
3776 my $order = FS::part_event_condition->order_conditions_sql;
3779 . join ( ' OR ' , map {
3780 "( part_event.eventtable = " . dbh->quote($_)
3781 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3782 } FS::part_event->eventtables)
3785 #here is the agent virtualization
3786 my $agent_virt = " ( part_event.agentnum IS NULL
3787 OR part_event.agentnum = ". $self->agentnum. ' )';
3789 #XXX this shouldn't be hardcoded, actions should declare it...
3790 my @realtime_events = qw(
3791 cust_bill_realtime_card
3792 cust_bill_realtime_check
3793 cust_bill_realtime_lec
3797 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3802 my @cust_event = qsearchs({
3803 'table' => 'cust_event',
3804 'select' => 'cust_event.*',
3805 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3806 'hashref' => { 'status' => 'done' },
3807 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3808 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3811 my %seen_invnum = ();
3812 foreach my $cust_event (@cust_event) {
3814 #max one for the customer, one for each open invoice
3815 my $cust_X = $cust_event->cust_X;
3816 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3820 or $cust_event->part_event->eventtable eq 'cust_bill'
3823 my $error = $cust_event->retry;
3825 $dbh->rollback if $oldAutoCommit;
3826 return "error scheduling event for retry: $error";
3831 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3836 # some horrid false laziness here to avoid refactor fallout
3837 # eventually realtime realtime_bop and realtime_refund_bop should go
3838 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3840 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3842 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3843 via a Business::OnlinePayment realtime gateway. See
3844 L<http://420.am/business-onlinepayment> for supported gateways.
3846 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3848 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3850 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3851 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3852 if set, will override the value from the customer record.
3854 I<description> is a free-text field passed to the gateway. It defaults to
3855 "Internet services".
3857 If an I<invnum> is specified, this payment (if successful) is applied to the
3858 specified invoice. If you don't specify an I<invnum> you might want to
3859 call the B<apply_payments> method or set the I<apply> option.
3861 I<apply> can be set to true to apply a resulting payment.
3863 I<quiet> can be set true to surpress email decline notices.
3865 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3866 resulting paynum, if any.
3868 I<payunique> is a unique identifier for this payment.
3870 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3877 return $self->_new_realtime_bop(@_)
3878 if $self->_new_bop_required();
3880 my($method, $amount);
3882 if (ref($_[0]) eq 'HASH') {
3883 %options = %{$_[0]};
3884 $method = $options{method};
3885 $amount = $options{amount};
3887 ( $method, $amount ) = ( shift, shift );
3891 warn "$me realtime_bop: $method $amount\n";
3892 warn " $_ => $options{$_}\n" foreach keys %options;
3895 $options{'description'} ||= 'Internet services';
3897 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3899 eval "use Business::OnlinePayment";
3902 my $payinfo = exists($options{'payinfo'})
3903 ? $options{'payinfo'}
3906 my %method2payby = (
3913 # check for banned credit card/ACH
3916 my $ban = qsearchs('banned_pay', {
3917 'payby' => $method2payby{$method},
3918 'payinfo' => md5_base64($payinfo),
3920 return "Banned credit card" if $ban;
3923 # set taxclass and trans_is_recur based on invnum if there is one
3927 my $trans_is_recur = 0;
3928 if ( $options{'invnum'} ) {
3930 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3931 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3934 map { $_->part_pkg }
3936 map { $_->cust_pkg }
3937 $cust_bill->cust_bill_pkg;
3939 my @taxclasses = map $_->taxclass, @part_pkg;
3940 $taxclass = $taxclasses[0]
3941 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
3942 #different taxclasses
3944 if grep { $_->freq ne '0' } @part_pkg;
3952 #look for an agent gateway override first
3954 if ( $method eq 'CC' ) {
3955 $cardtype = cardtype($payinfo);
3956 } elsif ( $method eq 'ECHECK' ) {
3959 $cardtype = $method;
3963 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3964 cardtype => $cardtype,
3965 taxclass => $taxclass, } )
3966 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3968 taxclass => $taxclass, } )
3969 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3970 cardtype => $cardtype,
3972 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3974 taxclass => '', } );
3976 my $payment_gateway = '';
3977 my( $processor, $login, $password, $action, @bop_options );
3978 if ( $override ) { #use a payment gateway override
3980 $payment_gateway = $override->payment_gateway;
3982 $processor = $payment_gateway->gateway_module;
3983 $login = $payment_gateway->gateway_username;
3984 $password = $payment_gateway->gateway_password;
3985 $action = $payment_gateway->gateway_action;
3986 @bop_options = $payment_gateway->options;
3988 } else { #use the standard settings from the config
3990 ( $processor, $login, $password, $action, @bop_options ) =
3991 $self->default_payment_gateway($method);
3999 my $address = exists($options{'address1'})
4000 ? $options{'address1'}
4002 my $address2 = exists($options{'address2'})
4003 ? $options{'address2'}
4005 $address .= ", ". $address2 if length($address2);
4007 my $o_payname = exists($options{'payname'})
4008 ? $options{'payname'}
4010 my($payname, $payfirst, $paylast);
4011 if ( $o_payname && $method ne 'ECHECK' ) {
4012 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4013 or return "Illegal payname $payname";
4014 ($payfirst, $paylast) = ($1, $2);
4016 $payfirst = $self->getfield('first');
4017 $paylast = $self->getfield('last');
4018 $payname = "$payfirst $paylast";
4021 my @invoicing_list = $self->invoicing_list_emailonly;
4022 if ( $conf->exists('emailinvoiceautoalways')
4023 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4024 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4025 push @invoicing_list, $self->all_emails;
4028 my $email = ($conf->exists('business-onlinepayment-email-override'))
4029 ? $conf->config('business-onlinepayment-email-override')
4030 : $invoicing_list[0];
4034 my $payip = exists($options{'payip'})
4037 $content{customer_ip} = $payip
4040 $content{invoice_number} = $options{'invnum'}
4041 if exists($options{'invnum'}) && length($options{'invnum'});
4043 $content{email_customer} =
4044 ( $conf->exists('business-onlinepayment-email_customer')
4045 || $conf->exists('business-onlinepayment-email-override') );
4048 if ( $method eq 'CC' ) {
4050 $content{card_number} = $payinfo;
4051 $paydate = exists($options{'paydate'})
4052 ? $options{'paydate'}
4054 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4055 $content{expiration} = "$2/$1";
4057 my $paycvv = exists($options{'paycvv'})
4058 ? $options{'paycvv'}
4060 $content{cvv2} = $paycvv
4063 my $paystart_month = exists($options{'paystart_month'})
4064 ? $options{'paystart_month'}
4065 : $self->paystart_month;
4067 my $paystart_year = exists($options{'paystart_year'})
4068 ? $options{'paystart_year'}
4069 : $self->paystart_year;
4071 $content{card_start} = "$paystart_month/$paystart_year"
4072 if $paystart_month && $paystart_year;
4074 my $payissue = exists($options{'payissue'})
4075 ? $options{'payissue'}
4077 $content{issue_number} = $payissue if $payissue;
4079 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4080 'trans_is_recur' => $trans_is_recur,
4084 $content{recurring_billing} = 'YES';
4085 $content{acct_code} = 'rebill'
4086 if $conf->exists('credit_card-recurring_billing_acct_code');
4089 } elsif ( $method eq 'ECHECK' ) {
4090 ( $content{account_number}, $content{routing_code} ) =
4091 split('@', $payinfo);
4092 $content{bank_name} = $o_payname;
4093 $content{bank_state} = exists($options{'paystate'})
4094 ? $options{'paystate'}
4095 : $self->getfield('paystate');
4096 $content{account_type} = exists($options{'paytype'})
4097 ? uc($options{'paytype'}) || 'CHECKING'
4098 : uc($self->getfield('paytype')) || 'CHECKING';
4099 $content{account_name} = $payname;
4100 $content{customer_org} = $self->company ? 'B' : 'I';
4101 $content{state_id} = exists($options{'stateid'})
4102 ? $options{'stateid'}
4103 : $self->getfield('stateid');
4104 $content{state_id_state} = exists($options{'stateid_state'})
4105 ? $options{'stateid_state'}
4106 : $self->getfield('stateid_state');
4107 $content{customer_ssn} = exists($options{'ss'})
4110 } elsif ( $method eq 'LEC' ) {
4111 $content{phone} = $payinfo;
4115 # run transaction(s)
4118 my $balance = exists( $options{'balance'} )
4119 ? $options{'balance'}
4122 $self->select_for_update; #mutex ... just until we get our pending record in
4124 #the checks here are intended to catch concurrent payments
4125 #double-form-submission prevention is taken care of in cust_pay_pending::check
4128 return "The customer's balance has changed; $method transaction aborted."
4129 if $self->balance < $balance;
4130 #&& $self->balance < $amount; #might as well anyway?
4132 #also check and make sure there aren't *other* pending payments for this cust
4134 my @pending = qsearch('cust_pay_pending', {
4135 'custnum' => $self->custnum,
4136 'status' => { op=>'!=', value=>'done' }
4138 return "A payment is already being processed for this customer (".
4139 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4140 "); $method transaction aborted."
4141 if scalar(@pending);
4143 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4145 my $cust_pay_pending = new FS::cust_pay_pending {
4146 'custnum' => $self->custnum,
4147 #'invnum' => $options{'invnum'},
4150 'payby' => $method2payby{$method},
4151 'payinfo' => $payinfo,
4152 'paydate' => $paydate,
4153 'recurring_billing' => $content{recurring_billing},
4154 'pkgnum' => $options{'pkgnum'},
4156 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4158 $cust_pay_pending->payunique( $options{payunique} )
4159 if defined($options{payunique}) && length($options{payunique});
4160 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4161 return $cpp_new_err if $cpp_new_err;
4163 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4165 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4166 $transaction->content(
4169 'password' => $password,
4170 'action' => $action1,
4171 'description' => $options{'description'},
4172 'amount' => $amount,
4173 #'invoice_number' => $options{'invnum'},
4174 'customer_id' => $self->custnum,
4175 'last_name' => $paylast,
4176 'first_name' => $payfirst,
4178 'address' => $address,
4179 'city' => ( exists($options{'city'})
4182 'state' => ( exists($options{'state'})
4185 'zip' => ( exists($options{'zip'})
4188 'country' => ( exists($options{'country'})
4189 ? $options{'country'}
4191 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4193 'phone' => $self->daytime || $self->night,
4197 $cust_pay_pending->status('pending');
4198 my $cpp_pending_err = $cust_pay_pending->replace;
4199 return $cpp_pending_err if $cpp_pending_err;
4202 my $BOP_TESTING = 0;
4203 my $BOP_TESTING_SUCCESS = 1;
4205 unless ( $BOP_TESTING ) {
4206 $transaction->submit();
4208 if ( $BOP_TESTING_SUCCESS ) {
4209 $transaction->is_success(1);
4210 $transaction->authorization('fake auth');
4212 $transaction->is_success(0);
4213 $transaction->error_message('fake failure');
4217 if ( $transaction->is_success() && $action2 ) {
4219 $cust_pay_pending->status('authorized');
4220 my $cpp_authorized_err = $cust_pay_pending->replace;
4221 return $cpp_authorized_err if $cpp_authorized_err;
4223 my $auth = $transaction->authorization;
4224 my $ordernum = $transaction->can('order_number')
4225 ? $transaction->order_number
4229 new Business::OnlinePayment( $processor, @bop_options );
4236 password => $password,
4237 order_number => $ordernum,
4239 authorization => $auth,
4240 description => $options{'description'},
4243 foreach my $field (qw( authorization_source_code returned_ACI
4244 transaction_identifier validation_code
4245 transaction_sequence_num local_transaction_date
4246 local_transaction_time AVS_result_code )) {
4247 $capture{$field} = $transaction->$field() if $transaction->can($field);
4250 $capture->content( %capture );
4254 unless ( $capture->is_success ) {
4255 my $e = "Authorization successful but capture failed, custnum #".
4256 $self->custnum. ': '. $capture->result_code.
4257 ": ". $capture->error_message;
4264 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4265 my $cpp_captured_err = $cust_pay_pending->replace;
4266 return $cpp_captured_err if $cpp_captured_err;
4269 # remove paycvv after initial transaction
4272 #false laziness w/misc/process/payment.cgi - check both to make sure working
4274 if ( defined $self->dbdef_table->column('paycvv')
4275 && length($self->paycvv)
4276 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4278 my $error = $self->remove_cvv;
4280 warn "WARNING: error removing cvv: $error\n";
4288 if ( $transaction->is_success() ) {
4291 if ( $payment_gateway ) { # agent override
4292 $paybatch = $payment_gateway->gatewaynum. '-';
4295 $paybatch .= "$processor:". $transaction->authorization;
4297 $paybatch .= ':'. $transaction->order_number
4298 if $transaction->can('order_number')
4299 && length($transaction->order_number);
4301 my $cust_pay = new FS::cust_pay ( {
4302 'custnum' => $self->custnum,
4303 'invnum' => $options{'invnum'},
4306 'payby' => $method2payby{$method},
4307 'payinfo' => $payinfo,
4308 'paybatch' => $paybatch,
4309 'paydate' => $paydate,
4310 'pkgnum' => $options{'pkgnum'},
4312 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4313 $cust_pay->payunique( $options{payunique} )
4314 if defined($options{payunique}) && length($options{payunique});
4316 my $oldAutoCommit = $FS::UID::AutoCommit;
4317 local $FS::UID::AutoCommit = 0;
4320 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4322 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4325 $cust_pay->invnum(''); #try again with no specific invnum
4326 my $error2 = $cust_pay->insert( $options{'manual'} ?
4327 ( 'manual' => 1 ) : ()
4330 # gah. but at least we have a record of the state we had to abort in
4331 # from cust_pay_pending now.
4332 my $e = "WARNING: $method captured but payment not recorded - ".
4333 "error inserting payment ($processor): $error2".
4334 " (previously tried insert with invnum #$options{'invnum'}" .
4335 ": $error ) - pending payment saved as paypendingnum ".
4336 $cust_pay_pending->paypendingnum. "\n";
4342 if ( $options{'paynum_ref'} ) {
4343 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4346 $cust_pay_pending->status('done');
4347 $cust_pay_pending->statustext('captured');
4348 $cust_pay_pending->paynum($cust_pay->paynum);
4349 my $cpp_done_err = $cust_pay_pending->replace;
4351 if ( $cpp_done_err ) {
4353 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4354 my $e = "WARNING: $method captured but payment not recorded - ".
4355 "error updating status for paypendingnum ".
4356 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4362 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4364 if ( $options{'apply'} ) {
4365 my $apply_error = $self->apply_payments_and_credits;
4366 if ( $apply_error ) {
4367 warn "WARNING: error applying payment: $apply_error\n";
4368 #but we still should return no error cause the payment otherwise went
4373 return ''; #no error
4379 my $perror = "$processor error: ". $transaction->error_message;
4381 unless ( $transaction->error_message ) {
4384 if ( $transaction->can('response_page') ) {
4386 'page' => ( $transaction->can('response_page')
4387 ? $transaction->response_page
4390 'code' => ( $transaction->can('response_code')
4391 ? $transaction->response_code
4394 'headers' => ( $transaction->can('response_headers')
4395 ? $transaction->response_headers
4401 "No additional debugging information available for $processor";
4404 $perror .= "No error_message returned from $processor -- ".
4405 ( ref($t_response) ? Dumper($t_response) : $t_response );
4409 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4410 && $conf->exists('emaildecline')
4411 && grep { $_ ne 'POST' } $self->invoicing_list
4412 && ! grep { $transaction->error_message =~ /$_/ }
4413 $conf->config('emaildecline-exclude')
4415 my @templ = $conf->config('declinetemplate');
4416 my $template = new Text::Template (
4418 SOURCE => [ map "$_\n", @templ ],
4419 ) or return "($perror) can't create template: $Text::Template::ERROR";
4420 $template->compile()
4421 or return "($perror) can't compile template: $Text::Template::ERROR";
4425 scalar( $conf->config('company_name', $self->agentnum ) ),
4426 'company_address' =>
4427 join("\n", $conf->config('company_address', $self->agentnum ) ),
4428 'error' => $transaction->error_message,
4431 my $error = send_email(
4432 'from' => $conf->config('invoice_from', $self->agentnum ),
4433 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4434 'subject' => 'Your payment could not be processed',
4435 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4438 $perror .= " (also received error sending decline notification: $error)"
4443 $cust_pay_pending->status('done');
4444 $cust_pay_pending->statustext("declined: $perror");
4445 my $cpp_done_err = $cust_pay_pending->replace;
4446 if ( $cpp_done_err ) {
4447 my $e = "WARNING: $method declined but pending payment not resolved - ".
4448 "error updating status for paypendingnum ".
4449 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4451 $perror = "$e ($perror)";
4459 sub _bop_recurring_billing {
4460 my( $self, %opt ) = @_;
4462 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4464 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4466 return 1 if $opt{'trans_is_recur'};
4470 my %hash = ( 'custnum' => $self->custnum,
4475 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4476 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4487 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4489 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4490 via a Business::OnlinePayment realtime gateway. See
4491 L<http://420.am/business-onlinepayment> for supported gateways.
4493 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4495 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4497 Most gateways require a reference to an original payment transaction to refund,
4498 so you probably need to specify a I<paynum>.
4500 I<amount> defaults to the original amount of the payment if not specified.
4502 I<reason> specifies a reason for the refund.
4504 I<paydate> specifies the expiration date for a credit card overriding the
4505 value from the customer record or the payment record. Specified as yyyy-mm-dd
4507 Implementation note: If I<amount> is unspecified or equal to the amount of the
4508 orignal payment, first an attempt is made to "void" the transaction via
4509 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4510 the normal attempt is made to "refund" ("credit") the transaction via the
4511 gateway is attempted.
4513 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4514 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4515 #if set, will override the value from the customer record.
4517 #If an I<invnum> is specified, this payment (if successful) is applied to the
4518 #specified invoice. If you don't specify an I<invnum> you might want to
4519 #call the B<apply_payments> method.
4523 #some false laziness w/realtime_bop, not enough to make it worth merging
4524 #but some useful small subs should be pulled out
4525 sub realtime_refund_bop {
4528 return $self->_new_realtime_refund_bop(@_)
4529 if $self->_new_bop_required();
4531 my( $method, %options ) = @_;
4533 warn "$me realtime_refund_bop: $method refund\n";
4534 warn " $_ => $options{$_}\n" foreach keys %options;
4537 eval "use Business::OnlinePayment";
4541 # look up the original payment and optionally a gateway for that payment
4545 my $amount = $options{'amount'};
4547 my( $processor, $login, $password, @bop_options ) ;
4548 my( $auth, $order_number ) = ( '', '', '' );
4550 if ( $options{'paynum'} ) {
4552 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4553 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4554 or return "Unknown paynum $options{'paynum'}";
4555 $amount ||= $cust_pay->paid;
4557 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4558 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4559 $cust_pay->paybatch;
4560 my $gatewaynum = '';
4561 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4563 if ( $gatewaynum ) { #gateway for the payment to be refunded
4565 my $payment_gateway =
4566 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4567 die "payment gateway $gatewaynum not found"
4568 unless $payment_gateway;
4570 $processor = $payment_gateway->gateway_module;
4571 $login = $payment_gateway->gateway_username;
4572 $password = $payment_gateway->gateway_password;
4573 @bop_options = $payment_gateway->options;
4575 } else { #try the default gateway
4577 my( $conf_processor, $unused_action );
4578 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4579 $self->default_payment_gateway($method);
4581 return "processor of payment $options{'paynum'} $processor does not".
4582 " match default processor $conf_processor"
4583 unless $processor eq $conf_processor;
4588 } else { # didn't specify a paynum, so look for agent gateway overrides
4589 # like a normal transaction
4592 if ( $method eq 'CC' ) {
4593 $cardtype = cardtype($self->payinfo);
4594 } elsif ( $method eq 'ECHECK' ) {
4597 $cardtype = $method;
4600 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4601 cardtype => $cardtype,
4603 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4605 taxclass => '', } );
4607 if ( $override ) { #use a payment gateway override
4609 my $payment_gateway = $override->payment_gateway;
4611 $processor = $payment_gateway->gateway_module;
4612 $login = $payment_gateway->gateway_username;
4613 $password = $payment_gateway->gateway_password;
4614 #$action = $payment_gateway->gateway_action;
4615 @bop_options = $payment_gateway->options;
4617 } else { #use the standard settings from the config
4620 ( $processor, $login, $password, $unused_action, @bop_options ) =
4621 $self->default_payment_gateway($method);
4626 return "neither amount nor paynum specified" unless $amount;
4631 'password' => $password,
4632 'order_number' => $order_number,
4633 'amount' => $amount,
4634 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4636 $content{authorization} = $auth
4637 if length($auth); #echeck/ACH transactions have an order # but no auth
4638 #(at least with authorize.net)
4640 my $disable_void_after;
4641 if ($conf->exists('disable_void_after')
4642 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4643 $disable_void_after = $1;
4646 #first try void if applicable
4647 if ( $cust_pay && $cust_pay->paid == $amount
4649 ( not defined($disable_void_after) )
4650 || ( time < ($cust_pay->_date + $disable_void_after ) )
4653 warn " attempting void\n" if $DEBUG > 1;
4654 my $void = new Business::OnlinePayment( $processor, @bop_options );
4655 $void->content( 'action' => 'void', %content );
4657 if ( $void->is_success ) {
4658 my $error = $cust_pay->void($options{'reason'});
4660 # gah, even with transactions.
4661 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4662 "error voiding payment: $error";
4666 warn " void successful\n" if $DEBUG > 1;
4671 warn " void unsuccessful, trying refund\n"
4675 my $address = $self->address1;
4676 $address .= ", ". $self->address2 if $self->address2;
4678 my($payname, $payfirst, $paylast);
4679 if ( $self->payname && $method ne 'ECHECK' ) {
4680 $payname = $self->payname;
4681 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4682 or return "Illegal payname $payname";
4683 ($payfirst, $paylast) = ($1, $2);
4685 $payfirst = $self->getfield('first');
4686 $paylast = $self->getfield('last');
4687 $payname = "$payfirst $paylast";
4690 my @invoicing_list = $self->invoicing_list_emailonly;
4691 if ( $conf->exists('emailinvoiceautoalways')
4692 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4693 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4694 push @invoicing_list, $self->all_emails;
4697 my $email = ($conf->exists('business-onlinepayment-email-override'))
4698 ? $conf->config('business-onlinepayment-email-override')
4699 : $invoicing_list[0];
4701 my $payip = exists($options{'payip'})
4704 $content{customer_ip} = $payip
4708 if ( $method eq 'CC' ) {
4711 $content{card_number} = $payinfo = $cust_pay->payinfo;
4712 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4713 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4714 ($content{expiration} = "$2/$1"); # where available
4716 $content{card_number} = $payinfo = $self->payinfo;
4717 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4718 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4719 $content{expiration} = "$2/$1";
4722 } elsif ( $method eq 'ECHECK' ) {
4725 $payinfo = $cust_pay->payinfo;
4727 $payinfo = $self->payinfo;
4729 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4730 $content{bank_name} = $self->payname;
4731 $content{account_type} = 'CHECKING';
4732 $content{account_name} = $payname;
4733 $content{customer_org} = $self->company ? 'B' : 'I';
4734 $content{customer_ssn} = $self->ss;
4735 } elsif ( $method eq 'LEC' ) {
4736 $content{phone} = $payinfo = $self->payinfo;
4740 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4741 my %sub_content = $refund->content(
4742 'action' => 'credit',
4743 'customer_id' => $self->custnum,
4744 'last_name' => $paylast,
4745 'first_name' => $payfirst,
4747 'address' => $address,
4748 'city' => $self->city,
4749 'state' => $self->state,
4750 'zip' => $self->zip,
4751 'country' => $self->country,
4753 'phone' => $self->daytime || $self->night,
4756 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4760 return "$processor error: ". $refund->error_message
4761 unless $refund->is_success();
4763 my %method2payby = (
4769 my $paybatch = "$processor:". $refund->authorization;
4770 $paybatch .= ':'. $refund->order_number
4771 if $refund->can('order_number') && $refund->order_number;
4773 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4774 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4775 last unless @cust_bill_pay;
4776 my $cust_bill_pay = pop @cust_bill_pay;
4777 my $error = $cust_bill_pay->delete;
4781 my $cust_refund = new FS::cust_refund ( {
4782 'custnum' => $self->custnum,
4783 'paynum' => $options{'paynum'},
4784 'refund' => $amount,
4786 'payby' => $method2payby{$method},
4787 'payinfo' => $payinfo,
4788 'paybatch' => $paybatch,
4789 'reason' => $options{'reason'} || 'card or ACH refund',
4791 my $error = $cust_refund->insert;
4793 $cust_refund->paynum(''); #try again with no specific paynum
4794 my $error2 = $cust_refund->insert;
4796 # gah, even with transactions.
4797 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4798 "error inserting refund ($processor): $error2".
4799 " (previously tried insert with paynum #$options{'paynum'}" .
4810 # does the configuration indicate the new bop routines are required?
4812 sub _new_bop_required {
4815 my $botpp = 'Business::OnlineThirdPartyPayment';
4818 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4819 scalar( grep { $_->gateway_namespace eq $botpp }
4820 qsearch( 'payment_gateway', { 'disabled' => '' } )
4828 =item realtime_collect [ OPTION => VALUE ... ]
4830 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4831 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4832 gateway. See L<http://420.am/business-onlinepayment> and
4833 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4835 On failure returns an error message.
4837 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.
4839 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4841 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4842 then it is deduced from the customer record.
4844 If no I<amount> is specified, then the customer balance is used.
4846 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4847 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4848 if set, will override the value from the customer record.
4850 I<description> is a free-text field passed to the gateway. It defaults to
4851 "Internet services".
4853 If an I<invnum> is specified, this payment (if successful) is applied to the
4854 specified invoice. If you don't specify an I<invnum> you might want to
4855 call the B<apply_payments> method or set the I<apply> option.
4857 I<apply> can be set to true to apply a resulting payment.
4859 I<quiet> can be set true to surpress email decline notices.
4861 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4862 resulting paynum, if any.
4864 I<payunique> is a unique identifier for this payment.
4866 I<session_id> is a session identifier associated with this payment.
4868 I<depend_jobnum> allows payment capture to unlock export jobs
4872 sub realtime_collect {
4873 my( $self, %options ) = @_;
4876 warn "$me realtime_collect:\n";
4877 warn " $_ => $options{$_}\n" foreach keys %options;
4880 $options{amount} = $self->balance unless exists( $options{amount} );
4881 $options{method} = FS::payby->payby2bop($self->payby)
4882 unless exists( $options{method} );
4884 return $self->realtime_bop({%options});
4888 =item _realtime_bop { [ ARG => VALUE ... ] }
4890 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4891 via a Business::OnlinePayment realtime gateway. See
4892 L<http://420.am/business-onlinepayment> for supported gateways.
4894 Required arguments in the hashref are I<method>, and I<amount>
4896 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4898 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4900 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4901 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4902 if set, will override the value from the customer record.
4904 I<description> is a free-text field passed to the gateway. It defaults to
4905 "Internet services".
4907 If an I<invnum> is specified, this payment (if successful) is applied to the
4908 specified invoice. If you don't specify an I<invnum> you might want to
4909 call the B<apply_payments> method.
4911 I<quiet> can be set true to surpress email decline notices.
4913 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4914 resulting paynum, if any.
4916 I<payunique> is a unique identifier for this payment.
4918 I<session_id> is a session identifier associated with this payment.
4920 I<depend_jobnum> allows payment capture to unlock export jobs
4922 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4926 # some helper routines
4927 sub _payment_gateway {
4928 my ($self, $options) = @_;
4930 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4931 unless exists($options->{payment_gateway});
4933 $options->{payment_gateway};
4937 my ($self, $options) = @_;
4940 'login' => $options->{payment_gateway}->gateway_username,
4941 'password' => $options->{payment_gateway}->gateway_password,
4946 my ($self, $options) = @_;
4948 $options->{payment_gateway}->gatewaynum
4949 ? $options->{payment_gateway}->options
4950 : @{ $options->{payment_gateway}->get('options') };
4954 my ($self, $options) = @_;
4956 $options->{description} ||= 'Internet services';
4957 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4958 $options->{invnum} ||= '';
4959 $options->{payname} = $self->payname unless exists( $options->{payname} );
4963 my ($self, $options) = @_;
4966 $content{address} = exists($options->{'address1'})
4967 ? $options->{'address1'}
4969 my $address2 = exists($options->{'address2'})
4970 ? $options->{'address2'}
4972 $content{address} .= ", ". $address2 if length($address2);
4974 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4975 $content{customer_ip} = $payip if length($payip);
4977 $content{invoice_number} = $options->{'invnum'}
4978 if exists($options->{'invnum'}) && length($options->{'invnum'});
4980 $content{email_customer} =
4981 ( $conf->exists('business-onlinepayment-email_customer')
4982 || $conf->exists('business-onlinepayment-email-override') );
4984 $content{payfirst} = $self->getfield('first');
4985 $content{paylast} = $self->getfield('last');
4987 $content{account_name} = "$content{payfirst} $content{paylast}"
4988 if $options->{method} eq 'ECHECK';
4990 $content{name} = $options->{payname};
4991 $content{name} = $content{account_name} if exists($content{account_name});
4993 $content{city} = exists($options->{city})
4996 $content{state} = exists($options->{state})
4999 $content{zip} = exists($options->{zip})
5002 $content{country} = exists($options->{country})
5003 ? $options->{country}
5005 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5006 $content{phone} = $self->daytime || $self->night;
5011 my %bop_method2payby = (
5017 sub _new_realtime_bop {
5021 if (ref($_[0]) eq 'HASH') {
5022 %options = %{$_[0]};
5024 my ( $method, $amount ) = ( shift, shift );
5026 $options{method} = $method;
5027 $options{amount} = $amount;
5031 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5032 warn " $_ => $options{$_}\n" foreach keys %options;
5035 return $self->fake_bop(%options) if $options{'fake'};
5037 $self->_bop_defaults(\%options);
5040 # set trans_is_recur based on invnum if there is one
5043 my $trans_is_recur = 0;
5044 if ( $options{'invnum'} ) {
5046 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5047 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5050 map { $_->part_pkg }
5052 map { $_->cust_pkg }
5053 $cust_bill->cust_bill_pkg;
5056 if grep { $_->freq ne '0' } @part_pkg;
5064 my $payment_gateway = $self->_payment_gateway( \%options );
5065 my $namespace = $payment_gateway->gateway_namespace;
5067 eval "use $namespace";
5071 # check for banned credit card/ACH
5074 my $ban = qsearchs('banned_pay', {
5075 'payby' => $bop_method2payby{$options{method}},
5076 'payinfo' => md5_base64($options{payinfo}),
5078 return "Banned credit card" if $ban;
5084 my (%bop_content) = $self->_bop_content(\%options);
5086 if ( $options{method} ne 'ECHECK' ) {
5087 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5088 or return "Illegal payname $options{payname}";
5089 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5092 my @invoicing_list = $self->invoicing_list_emailonly;
5093 if ( $conf->exists('emailinvoiceautoalways')
5094 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5095 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5096 push @invoicing_list, $self->all_emails;
5099 my $email = ($conf->exists('business-onlinepayment-email-override'))
5100 ? $conf->config('business-onlinepayment-email-override')
5101 : $invoicing_list[0];
5105 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5107 $content{card_number} = $options{payinfo};
5108 $paydate = exists($options{'paydate'})
5109 ? $options{'paydate'}
5111 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5112 $content{expiration} = "$2/$1";
5114 my $paycvv = exists($options{'paycvv'})
5115 ? $options{'paycvv'}
5117 $content{cvv2} = $paycvv
5120 my $paystart_month = exists($options{'paystart_month'})
5121 ? $options{'paystart_month'}
5122 : $self->paystart_month;
5124 my $paystart_year = exists($options{'paystart_year'})
5125 ? $options{'paystart_year'}
5126 : $self->paystart_year;
5128 $content{card_start} = "$paystart_month/$paystart_year"
5129 if $paystart_month && $paystart_year;
5131 my $payissue = exists($options{'payissue'})
5132 ? $options{'payissue'}
5134 $content{issue_number} = $payissue if $payissue;
5136 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5137 'trans_is_recur' => $trans_is_recur,
5141 $content{recurring_billing} = 'YES';
5142 $content{acct_code} = 'rebill'
5143 if $conf->exists('credit_card-recurring_billing_acct_code');
5146 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5147 ( $content{account_number}, $content{routing_code} ) =
5148 split('@', $options{payinfo});
5149 $content{bank_name} = $options{payname};
5150 $content{bank_state} = exists($options{'paystate'})
5151 ? $options{'paystate'}
5152 : $self->getfield('paystate');
5153 $content{account_type} = exists($options{'paytype'})
5154 ? uc($options{'paytype'}) || 'CHECKING'
5155 : uc($self->getfield('paytype')) || 'CHECKING';
5156 $content{customer_org} = $self->company ? 'B' : 'I';
5157 $content{state_id} = exists($options{'stateid'})
5158 ? $options{'stateid'}
5159 : $self->getfield('stateid');
5160 $content{state_id_state} = exists($options{'stateid_state'})
5161 ? $options{'stateid_state'}
5162 : $self->getfield('stateid_state');
5163 $content{customer_ssn} = exists($options{'ss'})
5166 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5167 $content{phone} = $options{payinfo};
5168 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5175 # run transaction(s)
5178 my $balance = exists( $options{'balance'} )
5179 ? $options{'balance'}
5182 $self->select_for_update; #mutex ... just until we get our pending record in
5184 #the checks here are intended to catch concurrent payments
5185 #double-form-submission prevention is taken care of in cust_pay_pending::check
5188 return "The customer's balance has changed; $options{method} transaction aborted."
5189 if $self->balance < $balance;
5190 #&& $self->balance < $options{amount}; #might as well anyway?
5192 #also check and make sure there aren't *other* pending payments for this cust
5194 my @pending = qsearch('cust_pay_pending', {
5195 'custnum' => $self->custnum,
5196 'status' => { op=>'!=', value=>'done' }
5198 return "A payment is already being processed for this customer (".
5199 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5200 "); $options{method} transaction aborted."
5201 if scalar(@pending);
5203 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5205 my $cust_pay_pending = new FS::cust_pay_pending {
5206 'custnum' => $self->custnum,
5207 #'invnum' => $options{'invnum'},
5208 'paid' => $options{amount},
5210 'payby' => $bop_method2payby{$options{method}},
5211 'payinfo' => $options{payinfo},
5212 'paydate' => $paydate,
5213 'recurring_billing' => $content{recurring_billing},
5214 'pkgnum' => $options{'pkgnum'},
5216 'gatewaynum' => $payment_gateway->gatewaynum || '',
5217 'session_id' => $options{session_id} || '',
5218 'jobnum' => $options{depend_jobnum} || '',
5220 $cust_pay_pending->payunique( $options{payunique} )
5221 if defined($options{payunique}) && length($options{payunique});
5222 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5223 return $cpp_new_err if $cpp_new_err;
5225 my( $action1, $action2 ) =
5226 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5228 my $transaction = new $namespace( $payment_gateway->gateway_module,
5229 $self->_bop_options(\%options),
5232 $transaction->content(
5233 'type' => $options{method},
5234 $self->_bop_auth(\%options),
5235 'action' => $action1,
5236 'description' => $options{'description'},
5237 'amount' => $options{amount},
5238 #'invoice_number' => $options{'invnum'},
5239 'customer_id' => $self->custnum,
5241 'reference' => $cust_pay_pending->paypendingnum, #for now
5246 $cust_pay_pending->status('pending');
5247 my $cpp_pending_err = $cust_pay_pending->replace;
5248 return $cpp_pending_err if $cpp_pending_err;
5251 my $BOP_TESTING = 0;
5252 my $BOP_TESTING_SUCCESS = 1;
5254 unless ( $BOP_TESTING ) {
5255 $transaction->submit();
5257 if ( $BOP_TESTING_SUCCESS ) {
5258 $transaction->is_success(1);
5259 $transaction->authorization('fake auth');
5261 $transaction->is_success(0);
5262 $transaction->error_message('fake failure');
5266 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5268 return { reference => $cust_pay_pending->paypendingnum,
5269 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5271 } elsif ( $transaction->is_success() && $action2 ) {
5273 $cust_pay_pending->status('authorized');
5274 my $cpp_authorized_err = $cust_pay_pending->replace;
5275 return $cpp_authorized_err if $cpp_authorized_err;
5277 my $auth = $transaction->authorization;
5278 my $ordernum = $transaction->can('order_number')
5279 ? $transaction->order_number
5283 new Business::OnlinePayment( $payment_gateway->gateway_module,
5284 $self->_bop_options(\%options),
5289 type => $options{method},
5291 $self->_bop_auth(\%options),
5292 order_number => $ordernum,
5293 amount => $options{amount},
5294 authorization => $auth,
5295 description => $options{'description'},
5298 foreach my $field (qw( authorization_source_code returned_ACI
5299 transaction_identifier validation_code
5300 transaction_sequence_num local_transaction_date
5301 local_transaction_time AVS_result_code )) {
5302 $capture{$field} = $transaction->$field() if $transaction->can($field);
5305 $capture->content( %capture );
5309 unless ( $capture->is_success ) {
5310 my $e = "Authorization successful but capture failed, custnum #".
5311 $self->custnum. ': '. $capture->result_code.
5312 ": ". $capture->error_message;
5320 # remove paycvv after initial transaction
5323 #false laziness w/misc/process/payment.cgi - check both to make sure working
5325 if ( defined $self->dbdef_table->column('paycvv')
5326 && length($self->paycvv)
5327 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5329 my $error = $self->remove_cvv;
5331 warn "WARNING: error removing cvv: $error\n";
5339 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5351 if (ref($_[0]) eq 'HASH') {
5352 %options = %{$_[0]};
5354 my ( $method, $amount ) = ( shift, shift );
5356 $options{method} = $method;
5357 $options{amount} = $amount;
5360 if ( $options{'fake_failure'} ) {
5361 return "Error: No error; test failure requested with fake_failure";
5365 #if ( $payment_gateway->gatewaynum ) { # agent override
5366 # $paybatch = $payment_gateway->gatewaynum. '-';
5369 #$paybatch .= "$processor:". $transaction->authorization;
5371 #$paybatch .= ':'. $transaction->order_number
5372 # if $transaction->can('order_number')
5373 # && length($transaction->order_number);
5375 my $paybatch = 'FakeProcessor:54:32';
5377 my $cust_pay = new FS::cust_pay ( {
5378 'custnum' => $self->custnum,
5379 'invnum' => $options{'invnum'},
5380 'paid' => $options{amount},
5382 'payby' => $bop_method2payby{$options{method}},
5383 #'payinfo' => $payinfo,
5384 'payinfo' => '4111111111111111',
5385 'paybatch' => $paybatch,
5386 #'paydate' => $paydate,
5387 'paydate' => '2012-05-01',
5389 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5391 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5394 $cust_pay->invnum(''); #try again with no specific invnum
5395 my $error2 = $cust_pay->insert( $options{'manual'} ?
5396 ( 'manual' => 1 ) : ()
5399 # gah, even with transactions.
5400 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5401 "error inserting (fake!) payment: $error2".
5402 " (previously tried insert with invnum #$options{'invnum'}" .
5409 if ( $options{'paynum_ref'} ) {
5410 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5413 return ''; #no error
5418 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5420 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5421 # phone bill transaction.
5423 sub _realtime_bop_result {
5424 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5426 warn "$me _realtime_bop_result: pending transaction ".
5427 $cust_pay_pending->paypendingnum. "\n";
5428 warn " $_ => $options{$_}\n" foreach keys %options;
5431 my $payment_gateway = $options{payment_gateway}
5432 or return "no payment gateway in arguments to _realtime_bop_result";
5434 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5435 my $cpp_captured_err = $cust_pay_pending->replace;
5436 return $cpp_captured_err if $cpp_captured_err;
5438 if ( $transaction->is_success() ) {
5441 if ( $payment_gateway->gatewaynum ) { # agent override
5442 $paybatch = $payment_gateway->gatewaynum. '-';
5445 $paybatch .= $payment_gateway->gateway_module. ":".
5446 $transaction->authorization;
5448 $paybatch .= ':'. $transaction->order_number
5449 if $transaction->can('order_number')
5450 && length($transaction->order_number);
5452 my $cust_pay = new FS::cust_pay ( {
5453 'custnum' => $self->custnum,
5454 'invnum' => $options{'invnum'},
5455 'paid' => $cust_pay_pending->paid,
5457 'payby' => $cust_pay_pending->payby,
5458 #'payinfo' => $payinfo,
5459 'paybatch' => $paybatch,
5460 'paydate' => $cust_pay_pending->paydate,
5461 'pkgnum' => $cust_pay_pending->pkgnum,
5463 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5464 $cust_pay->payunique( $options{payunique} )
5465 if defined($options{payunique}) && length($options{payunique});
5467 my $oldAutoCommit = $FS::UID::AutoCommit;
5468 local $FS::UID::AutoCommit = 0;
5471 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5473 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5476 $cust_pay->invnum(''); #try again with no specific invnum
5477 my $error2 = $cust_pay->insert( $options{'manual'} ?
5478 ( 'manual' => 1 ) : ()
5481 # gah. but at least we have a record of the state we had to abort in
5482 # from cust_pay_pending now.
5483 my $e = "WARNING: $options{method} captured but payment not recorded -".
5484 " error inserting payment (". $payment_gateway->gateway_module.
5486 " (previously tried insert with invnum #$options{'invnum'}" .
5487 ": $error ) - pending payment saved as paypendingnum ".
5488 $cust_pay_pending->paypendingnum. "\n";
5494 my $jobnum = $cust_pay_pending->jobnum;
5496 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5498 unless ( $placeholder ) {
5499 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5500 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5501 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5506 $error = $placeholder->delete;
5509 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5510 my $e = "WARNING: $options{method} captured but could not delete ".
5511 "job $jobnum for paypendingnum ".
5512 $cust_pay_pending->paypendingnum. ": $error\n";
5519 if ( $options{'paynum_ref'} ) {
5520 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5523 $cust_pay_pending->status('done');
5524 $cust_pay_pending->statustext('captured');
5525 $cust_pay_pending->paynum($cust_pay->paynum);
5526 my $cpp_done_err = $cust_pay_pending->replace;
5528 if ( $cpp_done_err ) {
5530 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5531 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5532 "error updating status for paypendingnum ".
5533 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5539 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5541 if ( $options{'apply'} ) {
5542 my $apply_error = $self->apply_payments_and_credits;
5543 if ( $apply_error ) {
5544 warn "WARNING: error applying payment: $apply_error\n";
5545 #but we still should return no error cause the payment otherwise went
5550 return ''; #no error
5556 my $perror = $payment_gateway->gateway_module. " error: ".
5557 $transaction->error_message;
5559 my $jobnum = $cust_pay_pending->jobnum;
5561 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5563 if ( $placeholder ) {
5564 my $error = $placeholder->depended_delete;
5565 $error ||= $placeholder->delete;
5566 warn "error removing provisioning jobs after declined paypendingnum ".
5567 $cust_pay_pending->paypendingnum. "\n";
5569 my $e = "error finding job $jobnum for declined paypendingnum ".
5570 $cust_pay_pending->paypendingnum. "\n";
5576 unless ( $transaction->error_message ) {
5579 if ( $transaction->can('response_page') ) {
5581 'page' => ( $transaction->can('response_page')
5582 ? $transaction->response_page
5585 'code' => ( $transaction->can('response_code')
5586 ? $transaction->response_code
5589 'headers' => ( $transaction->can('response_headers')
5590 ? $transaction->response_headers
5596 "No additional debugging information available for ".
5597 $payment_gateway->gateway_module;
5600 $perror .= "No error_message returned from ".
5601 $payment_gateway->gateway_module. " -- ".
5602 ( ref($t_response) ? Dumper($t_response) : $t_response );
5606 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5607 && $conf->exists('emaildecline')
5608 && grep { $_ ne 'POST' } $self->invoicing_list
5609 && ! grep { $transaction->error_message =~ /$_/ }
5610 $conf->config('emaildecline-exclude')
5612 my @templ = $conf->config('declinetemplate');
5613 my $template = new Text::Template (
5615 SOURCE => [ map "$_\n", @templ ],
5616 ) or return "($perror) can't create template: $Text::Template::ERROR";
5617 $template->compile()
5618 or return "($perror) can't compile template: $Text::Template::ERROR";
5622 scalar( $conf->config('company_name', $self->agentnum ) ),
5623 'company_address' =>
5624 join("\n", $conf->config('company_address', $self->agentnum ) ),
5625 'error' => $transaction->error_message,
5628 my $error = send_email(
5629 'from' => $conf->config('invoice_from', $self->agentnum ),
5630 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5631 'subject' => 'Your payment could not be processed',
5632 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5635 $perror .= " (also received error sending decline notification: $error)"
5640 $cust_pay_pending->status('done');
5641 $cust_pay_pending->statustext("declined: $perror");
5642 my $cpp_done_err = $cust_pay_pending->replace;
5643 if ( $cpp_done_err ) {
5644 my $e = "WARNING: $options{method} declined but pending payment not ".
5645 "resolved - error updating status for paypendingnum ".
5646 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5648 $perror = "$e ($perror)";
5656 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5658 Verifies successful third party processing of a realtime credit card,
5659 ACH (electronic check) or phone bill transaction via a
5660 Business::OnlineThirdPartyPayment realtime gateway. See
5661 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5663 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5665 The additional options I<payname>, I<city>, I<state>,
5666 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5667 if set, will override the value from the customer record.
5669 I<description> is a free-text field passed to the gateway. It defaults to
5670 "Internet services".
5672 If an I<invnum> is specified, this payment (if successful) is applied to the
5673 specified invoice. If you don't specify an I<invnum> you might want to
5674 call the B<apply_payments> method.
5676 I<quiet> can be set true to surpress email decline notices.
5678 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5679 resulting paynum, if any.
5681 I<payunique> is a unique identifier for this payment.
5683 Returns a hashref containing elements bill_error (which will be undefined
5684 upon success) and session_id of any associated session.
5688 sub realtime_botpp_capture {
5689 my( $self, $cust_pay_pending, %options ) = @_;
5691 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5692 warn " $_ => $options{$_}\n" foreach keys %options;
5695 eval "use Business::OnlineThirdPartyPayment";
5699 # select the gateway
5702 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5704 my $payment_gateway = $cust_pay_pending->gatewaynum
5705 ? qsearchs( 'payment_gateway',
5706 { gatewaynum => $cust_pay_pending->gatewaynum }
5708 : $self->agent->payment_gateway( 'method' => $method,
5709 # 'invnum' => $cust_pay_pending->invnum,
5710 # 'payinfo' => $cust_pay_pending->payinfo,
5713 $options{payment_gateway} = $payment_gateway; # for the helper subs
5719 my @invoicing_list = $self->invoicing_list_emailonly;
5720 if ( $conf->exists('emailinvoiceautoalways')
5721 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5722 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5723 push @invoicing_list, $self->all_emails;
5726 my $email = ($conf->exists('business-onlinepayment-email-override'))
5727 ? $conf->config('business-onlinepayment-email-override')
5728 : $invoicing_list[0];
5732 $content{email_customer} =
5733 ( $conf->exists('business-onlinepayment-email_customer')
5734 || $conf->exists('business-onlinepayment-email-override') );
5737 # run transaction(s)
5741 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5742 $self->_bop_options(\%options),
5745 $transaction->reference({ %options });
5747 $transaction->content(
5749 $self->_bop_auth(\%options),
5750 'action' => 'Post Authorization',
5751 'description' => $options{'description'},
5752 'amount' => $cust_pay_pending->paid,
5753 #'invoice_number' => $options{'invnum'},
5754 'customer_id' => $self->custnum,
5755 'referer' => 'http://cleanwhisker.420.am/',
5756 'reference' => $cust_pay_pending->paypendingnum,
5758 'phone' => $self->daytime || $self->night,
5760 # plus whatever is required for bogus capture avoidance
5763 $transaction->submit();
5766 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5769 bill_error => $error,
5770 session_id => $cust_pay_pending->session_id,
5775 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5779 sub default_payment_gateway {
5780 my( $self, $method ) = @_;
5782 die "Real-time processing not enabled\n"
5783 unless $conf->exists('business-onlinepayment');
5785 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5788 my $bop_config = 'business-onlinepayment';
5789 $bop_config .= '-ach'
5790 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5791 my ( $processor, $login, $password, $action, @bop_options ) =
5792 $conf->config($bop_config);
5793 $action ||= 'normal authorization';
5794 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5795 die "No real-time processor is enabled - ".
5796 "did you set the business-onlinepayment configuration value?\n"
5799 ( $processor, $login, $password, $action, @bop_options )
5804 Removes the I<paycvv> field from the database directly.
5806 If there is an error, returns the error, otherwise returns false.
5812 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5813 or return dbh->errstr;
5814 $sth->execute($self->custnum)
5815 or return $sth->errstr;
5820 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5822 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5823 via a Business::OnlinePayment realtime gateway. See
5824 L<http://420.am/business-onlinepayment> for supported gateways.
5826 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5828 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5830 Most gateways require a reference to an original payment transaction to refund,
5831 so you probably need to specify a I<paynum>.
5833 I<amount> defaults to the original amount of the payment if not specified.
5835 I<reason> specifies a reason for the refund.
5837 I<paydate> specifies the expiration date for a credit card overriding the
5838 value from the customer record or the payment record. Specified as yyyy-mm-dd
5840 Implementation note: If I<amount> is unspecified or equal to the amount of the
5841 orignal payment, first an attempt is made to "void" the transaction via
5842 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5843 the normal attempt is made to "refund" ("credit") the transaction via the
5844 gateway is attempted.
5846 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5847 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5848 #if set, will override the value from the customer record.
5850 #If an I<invnum> is specified, this payment (if successful) is applied to the
5851 #specified invoice. If you don't specify an I<invnum> you might want to
5852 #call the B<apply_payments> method.
5856 #some false laziness w/realtime_bop, not enough to make it worth merging
5857 #but some useful small subs should be pulled out
5858 sub _new_realtime_refund_bop {
5862 if (ref($_[0]) ne 'HASH') {
5863 %options = %{$_[0]};
5867 $options{method} = $method;
5871 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5872 warn " $_ => $options{$_}\n" foreach keys %options;
5876 # look up the original payment and optionally a gateway for that payment
5880 my $amount = $options{'amount'};
5882 my( $processor, $login, $password, @bop_options, $namespace ) ;
5883 my( $auth, $order_number ) = ( '', '', '' );
5885 if ( $options{'paynum'} ) {
5887 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5888 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5889 or return "Unknown paynum $options{'paynum'}";
5890 $amount ||= $cust_pay->paid;
5892 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5893 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5894 $cust_pay->paybatch;
5895 my $gatewaynum = '';
5896 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5898 if ( $gatewaynum ) { #gateway for the payment to be refunded
5900 my $payment_gateway =
5901 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5902 die "payment gateway $gatewaynum not found"
5903 unless $payment_gateway;
5905 $processor = $payment_gateway->gateway_module;
5906 $login = $payment_gateway->gateway_username;
5907 $password = $payment_gateway->gateway_password;
5908 $namespace = $payment_gateway->gateway_namespace;
5909 @bop_options = $payment_gateway->options;
5911 } else { #try the default gateway
5914 my $payment_gateway =
5915 $self->agent->payment_gateway('method' => $options{method});
5917 ( $conf_processor, $login, $password, $namespace ) =
5918 map { my $method = "gateway_$_"; $payment_gateway->$method }
5919 qw( module username password namespace );
5921 @bop_options = $payment_gateway->gatewaynum
5922 ? $payment_gateway->options
5923 : @{ $payment_gateway->get('options') };
5925 return "processor of payment $options{'paynum'} $processor does not".
5926 " match default processor $conf_processor"
5927 unless $processor eq $conf_processor;
5932 } else { # didn't specify a paynum, so look for agent gateway overrides
5933 # like a normal transaction
5935 my $payment_gateway =
5936 $self->agent->payment_gateway( 'method' => $options{method},
5937 #'payinfo' => $payinfo,
5939 my( $processor, $login, $password, $namespace ) =
5940 map { my $method = "gateway_$_"; $payment_gateway->$method }
5941 qw( module username password namespace );
5943 my @bop_options = $payment_gateway->gatewaynum
5944 ? $payment_gateway->options
5945 : @{ $payment_gateway->get('options') };
5948 return "neither amount nor paynum specified" unless $amount;
5950 eval "use $namespace";
5954 'type' => $options{method},
5956 'password' => $password,
5957 'order_number' => $order_number,
5958 'amount' => $amount,
5959 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5961 $content{authorization} = $auth
5962 if length($auth); #echeck/ACH transactions have an order # but no auth
5963 #(at least with authorize.net)
5965 my $disable_void_after;
5966 if ($conf->exists('disable_void_after')
5967 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5968 $disable_void_after = $1;
5971 #first try void if applicable
5972 if ( $cust_pay && $cust_pay->paid == $amount
5974 ( not defined($disable_void_after) )
5975 || ( time < ($cust_pay->_date + $disable_void_after ) )
5978 warn " attempting void\n" if $DEBUG > 1;
5979 my $void = new Business::OnlinePayment( $processor, @bop_options );
5980 $void->content( 'action' => 'void', %content );
5982 if ( $void->is_success ) {
5983 my $error = $cust_pay->void($options{'reason'});
5985 # gah, even with transactions.
5986 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5987 "error voiding payment: $error";
5991 warn " void successful\n" if $DEBUG > 1;
5996 warn " void unsuccessful, trying refund\n"
6000 my $address = $self->address1;
6001 $address .= ", ". $self->address2 if $self->address2;
6003 my($payname, $payfirst, $paylast);
6004 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6005 $payname = $self->payname;
6006 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6007 or return "Illegal payname $payname";
6008 ($payfirst, $paylast) = ($1, $2);
6010 $payfirst = $self->getfield('first');
6011 $paylast = $self->getfield('last');
6012 $payname = "$payfirst $paylast";
6015 my @invoicing_list = $self->invoicing_list_emailonly;
6016 if ( $conf->exists('emailinvoiceautoalways')
6017 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6018 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6019 push @invoicing_list, $self->all_emails;
6022 my $email = ($conf->exists('business-onlinepayment-email-override'))
6023 ? $conf->config('business-onlinepayment-email-override')
6024 : $invoicing_list[0];
6026 my $payip = exists($options{'payip'})
6029 $content{customer_ip} = $payip
6033 if ( $options{method} eq 'CC' ) {
6036 $content{card_number} = $payinfo = $cust_pay->payinfo;
6037 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6038 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6039 ($content{expiration} = "$2/$1"); # where available
6041 $content{card_number} = $payinfo = $self->payinfo;
6042 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6043 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6044 $content{expiration} = "$2/$1";
6047 } elsif ( $options{method} eq 'ECHECK' ) {
6050 $payinfo = $cust_pay->payinfo;
6052 $payinfo = $self->payinfo;
6054 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6055 $content{bank_name} = $self->payname;
6056 $content{account_type} = 'CHECKING';
6057 $content{account_name} = $payname;
6058 $content{customer_org} = $self->company ? 'B' : 'I';
6059 $content{customer_ssn} = $self->ss;
6060 } elsif ( $options{method} eq 'LEC' ) {
6061 $content{phone} = $payinfo = $self->payinfo;
6065 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6066 my %sub_content = $refund->content(
6067 'action' => 'credit',
6068 'customer_id' => $self->custnum,
6069 'last_name' => $paylast,
6070 'first_name' => $payfirst,
6072 'address' => $address,
6073 'city' => $self->city,
6074 'state' => $self->state,
6075 'zip' => $self->zip,
6076 'country' => $self->country,
6078 'phone' => $self->daytime || $self->night,
6081 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6085 return "$processor error: ". $refund->error_message
6086 unless $refund->is_success();
6088 my $paybatch = "$processor:". $refund->authorization;
6089 $paybatch .= ':'. $refund->order_number
6090 if $refund->can('order_number') && $refund->order_number;
6092 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6093 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6094 last unless @cust_bill_pay;
6095 my $cust_bill_pay = pop @cust_bill_pay;
6096 my $error = $cust_bill_pay->delete;
6100 my $cust_refund = new FS::cust_refund ( {
6101 'custnum' => $self->custnum,
6102 'paynum' => $options{'paynum'},
6103 'refund' => $amount,
6105 'payby' => $bop_method2payby{$options{method}},
6106 'payinfo' => $payinfo,
6107 'paybatch' => $paybatch,
6108 'reason' => $options{'reason'} || 'card or ACH refund',
6110 my $error = $cust_refund->insert;
6112 $cust_refund->paynum(''); #try again with no specific paynum
6113 my $error2 = $cust_refund->insert;
6115 # gah, even with transactions.
6116 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6117 "error inserting refund ($processor): $error2".
6118 " (previously tried insert with paynum #$options{'paynum'}" .
6129 =item batch_card OPTION => VALUE...
6131 Adds a payment for this invoice to the pending credit card batch (see
6132 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6133 runs the payment using a realtime gateway.
6138 my ($self, %options) = @_;
6141 if (exists($options{amount})) {
6142 $amount = $options{amount};
6144 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6146 return '' unless $amount > 0;
6148 my $invnum = delete $options{invnum};
6149 my $payby = $options{invnum} || $self->payby; #dubious
6151 if ($options{'realtime'}) {
6152 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6158 my $oldAutoCommit = $FS::UID::AutoCommit;
6159 local $FS::UID::AutoCommit = 0;
6162 #this needs to handle mysql as well as Pg, like svc_acct.pm
6163 #(make it into a common function if folks need to do batching with mysql)
6164 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6165 or return "Cannot lock pay_batch: " . $dbh->errstr;
6169 'payby' => FS::payby->payby2payment($payby),
6172 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6174 unless ( $pay_batch ) {
6175 $pay_batch = new FS::pay_batch \%pay_batch;
6176 my $error = $pay_batch->insert;
6178 $dbh->rollback if $oldAutoCommit;
6179 die "error creating new batch: $error\n";
6183 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6184 'batchnum' => $pay_batch->batchnum,
6185 'custnum' => $self->custnum,
6188 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6190 $options{$_} = '' unless exists($options{$_});
6193 my $cust_pay_batch = new FS::cust_pay_batch ( {
6194 'batchnum' => $pay_batch->batchnum,
6195 'invnum' => $invnum || 0, # is there a better value?
6196 # this field should be
6198 # cust_bill_pay_batch now
6199 'custnum' => $self->custnum,
6200 'last' => $self->getfield('last'),
6201 'first' => $self->getfield('first'),
6202 'address1' => $options{address1} || $self->address1,
6203 'address2' => $options{address2} || $self->address2,
6204 'city' => $options{city} || $self->city,
6205 'state' => $options{state} || $self->state,
6206 'zip' => $options{zip} || $self->zip,
6207 'country' => $options{country} || $self->country,
6208 'payby' => $options{payby} || $self->payby,
6209 'payinfo' => $options{payinfo} || $self->payinfo,
6210 'exp' => $options{paydate} || $self->paydate,
6211 'payname' => $options{payname} || $self->payname,
6212 'amount' => $amount, # consolidating
6215 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6216 if $old_cust_pay_batch;
6219 if ($old_cust_pay_batch) {
6220 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6222 $error = $cust_pay_batch->insert;
6226 $dbh->rollback if $oldAutoCommit;
6230 my $unapplied = $self->total_unapplied_credits
6231 + $self->total_unapplied_payments
6232 + $self->in_transit_payments;
6233 foreach my $cust_bill ($self->open_cust_bill) {
6234 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6235 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6236 'invnum' => $cust_bill->invnum,
6237 'paybatchnum' => $cust_pay_batch->paybatchnum,
6238 'amount' => $cust_bill->owed,
6241 if ($unapplied >= $cust_bill_pay_batch->amount){
6242 $unapplied -= $cust_bill_pay_batch->amount;
6245 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6246 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6248 $error = $cust_bill_pay_batch->insert;
6250 $dbh->rollback if $oldAutoCommit;
6255 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6259 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6261 Applies unapplied payments and credits.
6263 In most cases, this new method should be used in place of sequential
6264 apply_payments and apply_credits methods.
6266 A hash of optional arguments may be passed. Currently "manual" is supported.
6267 If true, a payment receipt is sent instead of a statement when
6268 'payment_receipt_email' configuration option is set.
6270 If there is an error, returns the error, otherwise returns false.
6274 sub apply_payments_and_credits {
6275 my( $self, %options ) = @_;
6277 local $SIG{HUP} = 'IGNORE';
6278 local $SIG{INT} = 'IGNORE';
6279 local $SIG{QUIT} = 'IGNORE';
6280 local $SIG{TERM} = 'IGNORE';
6281 local $SIG{TSTP} = 'IGNORE';
6282 local $SIG{PIPE} = 'IGNORE';
6284 my $oldAutoCommit = $FS::UID::AutoCommit;
6285 local $FS::UID::AutoCommit = 0;
6288 $self->select_for_update; #mutex
6290 foreach my $cust_bill ( $self->open_cust_bill ) {
6291 my $error = $cust_bill->apply_payments_and_credits(%options);
6293 $dbh->rollback if $oldAutoCommit;
6294 return "Error applying: $error";
6298 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6303 =item apply_credits OPTION => VALUE ...
6305 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6306 to outstanding invoice balances in chronological order (or reverse
6307 chronological order if the I<order> option is set to B<newest>) and returns the
6308 value of any remaining unapplied credits available for refund (see
6309 L<FS::cust_refund>).
6311 Dies if there is an error.
6319 local $SIG{HUP} = 'IGNORE';
6320 local $SIG{INT} = 'IGNORE';
6321 local $SIG{QUIT} = 'IGNORE';
6322 local $SIG{TERM} = 'IGNORE';
6323 local $SIG{TSTP} = 'IGNORE';
6324 local $SIG{PIPE} = 'IGNORE';
6326 my $oldAutoCommit = $FS::UID::AutoCommit;
6327 local $FS::UID::AutoCommit = 0;
6330 $self->select_for_update; #mutex
6332 unless ( $self->total_unapplied_credits ) {
6333 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6337 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6338 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6340 my @invoices = $self->open_cust_bill;
6341 @invoices = sort { $b->_date <=> $a->_date } @invoices
6342 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6344 if ( $conf->exists('pkg-balances') ) {
6345 # limit @credits to those w/ a pkgnum grepped from $self
6347 foreach my $i (@invoices) {
6348 foreach my $li ( $i->cust_bill_pkg ) {
6349 $pkgnums{$li->pkgnum} = 1;
6352 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6357 foreach my $cust_bill ( @invoices ) {
6359 if ( !defined($credit) || $credit->credited == 0) {
6360 $credit = pop @credits or last;
6364 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6365 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6367 $owed = $cust_bill->owed;
6369 unless ( $owed > 0 ) {
6370 push @credits, $credit;
6374 my $amount = min( $credit->credited, $owed );
6376 my $cust_credit_bill = new FS::cust_credit_bill ( {
6377 'crednum' => $credit->crednum,
6378 'invnum' => $cust_bill->invnum,
6379 'amount' => $amount,
6381 $cust_credit_bill->pkgnum( $credit->pkgnum )
6382 if $conf->exists('pkg-balances') && $credit->pkgnum;
6383 my $error = $cust_credit_bill->insert;
6385 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6389 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6393 my $total_unapplied_credits = $self->total_unapplied_credits;
6395 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6397 return $total_unapplied_credits;
6400 =item apply_payments [ OPTION => VALUE ... ]
6402 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6403 to outstanding invoice balances in chronological order.
6405 #and returns the value of any remaining unapplied payments.
6407 A hash of optional arguments may be passed. Currently "manual" is supported.
6408 If true, a payment receipt is sent instead of a statement when
6409 'payment_receipt_email' configuration option is set.
6411 Dies if there is an error.
6415 sub apply_payments {
6416 my( $self, %options ) = @_;
6418 local $SIG{HUP} = 'IGNORE';
6419 local $SIG{INT} = 'IGNORE';
6420 local $SIG{QUIT} = 'IGNORE';
6421 local $SIG{TERM} = 'IGNORE';
6422 local $SIG{TSTP} = 'IGNORE';
6423 local $SIG{PIPE} = 'IGNORE';
6425 my $oldAutoCommit = $FS::UID::AutoCommit;
6426 local $FS::UID::AutoCommit = 0;
6429 $self->select_for_update; #mutex
6433 my @payments = sort { $b->_date <=> $a->_date }
6434 grep { $_->unapplied > 0 }
6437 my @invoices = sort { $a->_date <=> $b->_date}
6438 grep { $_->owed > 0 }
6441 if ( $conf->exists('pkg-balances') ) {
6442 # limit @payments to those w/ a pkgnum grepped from $self
6444 foreach my $i (@invoices) {
6445 foreach my $li ( $i->cust_bill_pkg ) {
6446 $pkgnums{$li->pkgnum} = 1;
6449 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6454 foreach my $cust_bill ( @invoices ) {
6456 if ( !defined($payment) || $payment->unapplied == 0 ) {
6457 $payment = pop @payments or last;
6461 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6462 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6464 $owed = $cust_bill->owed;
6466 unless ( $owed > 0 ) {
6467 push @payments, $payment;
6471 my $amount = min( $payment->unapplied, $owed );
6473 my $cust_bill_pay = new FS::cust_bill_pay ( {
6474 'paynum' => $payment->paynum,
6475 'invnum' => $cust_bill->invnum,
6476 'amount' => $amount,
6478 $cust_bill_pay->pkgnum( $payment->pkgnum )
6479 if $conf->exists('pkg-balances') && $payment->pkgnum;
6480 my $error = $cust_bill_pay->insert(%options);
6482 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6486 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6490 my $total_unapplied_payments = $self->total_unapplied_payments;
6492 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6494 return $total_unapplied_payments;
6499 Returns the total owed for this customer on all invoices
6500 (see L<FS::cust_bill/owed>).
6506 $self->total_owed_date(2145859200); #12/31/2037
6509 =item total_owed_date TIME
6511 Returns the total owed for this customer on all invoices with date earlier than
6512 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6513 see L<Time::Local> and L<Date::Parse> for conversion functions.
6517 sub total_owed_date {
6521 # my $custnum = $self->custnum;
6523 # my $owed_sql = FS::cust_bill->owed_sql;
6526 # SELECT SUM($owed_sql) FROM cust_bill
6527 # WHERE custnum = $custnum
6528 # AND _date <= $time
6531 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6532 # $sth->execute() or die $sth->errstr;
6534 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6537 foreach my $cust_bill (
6538 grep { $_->_date <= $time }
6539 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6541 $total_bill += $cust_bill->owed;
6543 sprintf( "%.2f", $total_bill );
6547 =item total_owed_pkgnum PKGNUM
6549 Returns the total owed on all invoices for this customer's specific package
6550 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6554 sub total_owed_pkgnum {
6555 my( $self, $pkgnum ) = @_;
6556 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6559 =item total_owed_date_pkgnum TIME PKGNUM
6561 Returns the total owed for this customer's specific package when using
6562 experimental package balances on all invoices with date earlier than
6563 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6564 see L<Time::Local> and L<Date::Parse> for conversion functions.
6568 sub total_owed_date_pkgnum {
6569 my( $self, $time, $pkgnum ) = @_;
6572 foreach my $cust_bill (
6573 grep { $_->_date <= $time }
6574 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6576 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6578 sprintf( "%.2f", $total_bill );
6584 Returns the total amount of all payments.
6591 $total += $_->paid foreach $self->cust_pay;
6592 sprintf( "%.2f", $total );
6595 =item total_unapplied_credits
6597 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6598 customer. See L<FS::cust_credit/credited>.
6600 =item total_credited
6602 Old name for total_unapplied_credits. Don't use.
6606 sub total_credited {
6607 #carp "total_credited deprecated, use total_unapplied_credits";
6608 shift->total_unapplied_credits(@_);
6611 sub total_unapplied_credits {
6613 my $total_credit = 0;
6614 $total_credit += $_->credited foreach $self->cust_credit;
6615 sprintf( "%.2f", $total_credit );
6618 =item total_unapplied_credits_pkgnum PKGNUM
6620 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6621 customer. See L<FS::cust_credit/credited>.
6625 sub total_unapplied_credits_pkgnum {
6626 my( $self, $pkgnum ) = @_;
6627 my $total_credit = 0;
6628 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6629 sprintf( "%.2f", $total_credit );
6633 =item total_unapplied_payments
6635 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6636 See L<FS::cust_pay/unapplied>.
6640 sub total_unapplied_payments {
6642 my $total_unapplied = 0;
6643 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6644 sprintf( "%.2f", $total_unapplied );
6647 =item total_unapplied_payments_pkgnum PKGNUM
6649 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6650 specific package when using experimental package balances. See
6651 L<FS::cust_pay/unapplied>.
6655 sub total_unapplied_payments_pkgnum {
6656 my( $self, $pkgnum ) = @_;
6657 my $total_unapplied = 0;
6658 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6659 sprintf( "%.2f", $total_unapplied );
6663 =item total_unapplied_refunds
6665 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6666 customer. See L<FS::cust_refund/unapplied>.
6670 sub total_unapplied_refunds {
6672 my $total_unapplied = 0;
6673 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6674 sprintf( "%.2f", $total_unapplied );
6679 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6680 total_unapplied_credits minus total_unapplied_payments).
6688 + $self->total_unapplied_refunds
6689 - $self->total_unapplied_credits
6690 - $self->total_unapplied_payments
6694 =item balance_date TIME
6696 Returns the balance for this customer, only considering invoices with date
6697 earlier than TIME (total_owed_date minus total_credited minus
6698 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6699 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6708 $self->total_owed_date($time)
6709 + $self->total_unapplied_refunds
6710 - $self->total_unapplied_credits
6711 - $self->total_unapplied_payments
6715 =item balance_pkgnum PKGNUM
6717 Returns the balance for this customer's specific package when using
6718 experimental package balances (total_owed plus total_unrefunded, minus
6719 total_unapplied_credits minus total_unapplied_payments)
6723 sub balance_pkgnum {
6724 my( $self, $pkgnum ) = @_;
6727 $self->total_owed_pkgnum($pkgnum)
6728 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6729 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6730 - $self->total_unapplied_credits_pkgnum($pkgnum)
6731 - $self->total_unapplied_payments_pkgnum($pkgnum)
6735 =item in_transit_payments
6737 Returns the total of requests for payments for this customer pending in
6738 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6742 sub in_transit_payments {
6744 my $in_transit_payments = 0;
6745 foreach my $pay_batch ( qsearch('pay_batch', {
6748 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6749 'batchnum' => $pay_batch->batchnum,
6750 'custnum' => $self->custnum,
6752 $in_transit_payments += $cust_pay_batch->amount;
6755 sprintf( "%.2f", $in_transit_payments );
6760 Returns a hash of useful information for making a payment.
6770 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6771 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6772 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6776 For credit card transactions:
6788 For electronic check transactions:
6803 $return{balance} = $self->balance;
6805 $return{payname} = $self->payname
6806 || ( $self->first. ' '. $self->get('last') );
6808 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6810 $return{payby} = $self->payby;
6811 $return{stateid_state} = $self->stateid_state;
6813 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6814 $return{card_type} = cardtype($self->payinfo);
6815 $return{payinfo} = $self->paymask;
6817 @return{'month', 'year'} = $self->paydate_monthyear;
6821 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6822 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6823 $return{payinfo1} = $payinfo1;
6824 $return{payinfo2} = $payinfo2;
6825 $return{paytype} = $self->paytype;
6826 $return{paystate} = $self->paystate;
6830 #doubleclick protection
6832 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6838 =item paydate_monthyear
6840 Returns a two-element list consisting of the month and year of this customer's
6841 paydate (credit card expiration date for CARD customers)
6845 sub paydate_monthyear {
6847 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6849 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6856 =item tax_exemption TAXNAME
6861 my( $self, $taxname ) = @_;
6863 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6864 'taxname' => $taxname,
6869 =item cust_main_exemption
6873 sub cust_main_exemption {
6875 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6878 =item invoicing_list [ ARRAYREF ]
6880 If an arguement is given, sets these email addresses as invoice recipients
6881 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6882 (except as warnings), so use check_invoicing_list first.
6884 Returns a list of email addresses (with svcnum entries expanded).
6886 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6887 check it without disturbing anything by passing nothing.
6889 This interface may change in the future.
6893 sub invoicing_list {
6894 my( $self, $arrayref ) = @_;
6897 my @cust_main_invoice;
6898 if ( $self->custnum ) {
6899 @cust_main_invoice =
6900 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6902 @cust_main_invoice = ();
6904 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6905 #warn $cust_main_invoice->destnum;
6906 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6907 #warn $cust_main_invoice->destnum;
6908 my $error = $cust_main_invoice->delete;
6909 warn $error if $error;
6912 if ( $self->custnum ) {
6913 @cust_main_invoice =
6914 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6916 @cust_main_invoice = ();
6918 my %seen = map { $_->address => 1 } @cust_main_invoice;
6919 foreach my $address ( @{$arrayref} ) {
6920 next if exists $seen{$address} && $seen{$address};
6921 $seen{$address} = 1;
6922 my $cust_main_invoice = new FS::cust_main_invoice ( {
6923 'custnum' => $self->custnum,
6926 my $error = $cust_main_invoice->insert;
6927 warn $error if $error;
6931 if ( $self->custnum ) {
6933 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6940 =item check_invoicing_list ARRAYREF
6942 Checks these arguements as valid input for the invoicing_list method. If there
6943 is an error, returns the error, otherwise returns false.
6947 sub check_invoicing_list {
6948 my( $self, $arrayref ) = @_;
6950 foreach my $address ( @$arrayref ) {
6952 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6953 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6956 my $cust_main_invoice = new FS::cust_main_invoice ( {
6957 'custnum' => $self->custnum,
6960 my $error = $self->custnum
6961 ? $cust_main_invoice->check
6962 : $cust_main_invoice->checkdest
6964 return $error if $error;
6968 return "Email address required"
6969 if $conf->exists('cust_main-require_invoicing_list_email')
6970 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6975 =item set_default_invoicing_list
6977 Sets the invoicing list to all accounts associated with this customer,
6978 overwriting any previous invoicing list.
6982 sub set_default_invoicing_list {
6984 $self->invoicing_list($self->all_emails);
6989 Returns the email addresses of all accounts provisioned for this customer.
6996 foreach my $cust_pkg ( $self->all_pkgs ) {
6997 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6999 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7000 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7002 $list{$_}=1 foreach map { $_->email } @svc_acct;
7007 =item invoicing_list_addpost
7009 Adds postal invoicing to this customer. If this customer is already configured
7010 to receive postal invoices, does nothing.
7014 sub invoicing_list_addpost {
7016 return if grep { $_ eq 'POST' } $self->invoicing_list;
7017 my @invoicing_list = $self->invoicing_list;
7018 push @invoicing_list, 'POST';
7019 $self->invoicing_list(\@invoicing_list);
7022 =item invoicing_list_emailonly
7024 Returns the list of email invoice recipients (invoicing_list without non-email
7025 destinations such as POST and FAX).
7029 sub invoicing_list_emailonly {
7031 warn "$me invoicing_list_emailonly called"
7033 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7036 =item invoicing_list_emailonly_scalar
7038 Returns the list of email invoice recipients (invoicing_list without non-email
7039 destinations such as POST and FAX) as a comma-separated scalar.
7043 sub invoicing_list_emailonly_scalar {
7045 warn "$me invoicing_list_emailonly_scalar called"
7047 join(', ', $self->invoicing_list_emailonly);
7050 =item referral_custnum_cust_main
7052 Returns the customer who referred this customer (or the empty string, if
7053 this customer was not referred).
7055 Note the difference with referral_cust_main method: This method,
7056 referral_custnum_cust_main returns the single customer (if any) who referred
7057 this customer, while referral_cust_main returns an array of customers referred
7062 sub referral_custnum_cust_main {
7064 return '' unless $self->referral_custnum;
7065 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7068 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7070 Returns an array of customers referred by this customer (referral_custnum set
7071 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7072 customers referred by customers referred by this customer and so on, inclusive.
7073 The default behavior is DEPTH 1 (no recursion).
7075 Note the difference with referral_custnum_cust_main method: This method,
7076 referral_cust_main, returns an array of customers referred BY this customer,
7077 while referral_custnum_cust_main returns the single customer (if any) who
7078 referred this customer.
7082 sub referral_cust_main {
7084 my $depth = @_ ? shift : 1;
7085 my $exclude = @_ ? shift : {};
7088 map { $exclude->{$_->custnum}++; $_; }
7089 grep { ! $exclude->{ $_->custnum } }
7090 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7094 map { $_->referral_cust_main($depth-1, $exclude) }
7101 =item referral_cust_main_ncancelled
7103 Same as referral_cust_main, except only returns customers with uncancelled
7108 sub referral_cust_main_ncancelled {
7110 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7113 =item referral_cust_pkg [ DEPTH ]
7115 Like referral_cust_main, except returns a flat list of all unsuspended (and
7116 uncancelled) packages for each customer. The number of items in this list may
7117 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7121 sub referral_cust_pkg {
7123 my $depth = @_ ? shift : 1;
7125 map { $_->unsuspended_pkgs }
7126 grep { $_->unsuspended_pkgs }
7127 $self->referral_cust_main($depth);
7130 =item referring_cust_main
7132 Returns the single cust_main record for the customer who referred this customer
7133 (referral_custnum), or false.
7137 sub referring_cust_main {
7139 return '' unless $self->referral_custnum;
7140 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7143 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7145 Applies a credit to this customer. If there is an error, returns the error,
7146 otherwise returns false.
7148 REASON can be a text string, an FS::reason object, or a scalar reference to
7149 a reasonnum. If a text string, it will be automatically inserted as a new
7150 reason, and a 'reason_type' option must be passed to indicate the
7151 FS::reason_type for the new reason.
7153 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7155 Any other options are passed to FS::cust_credit::insert.
7160 my( $self, $amount, $reason, %options ) = @_;
7162 my $cust_credit = new FS::cust_credit {
7163 'custnum' => $self->custnum,
7164 'amount' => $amount,
7167 if ( ref($reason) ) {
7169 if ( ref($reason) eq 'SCALAR' ) {
7170 $cust_credit->reasonnum( $$reason );
7172 $cust_credit->reasonnum( $reason->reasonnum );
7176 $cust_credit->set('reason', $reason)
7179 $cust_credit->addlinfo( delete $options{'addlinfo'} )
7180 if exists($options{'addlinfo'});
7182 $cust_credit->insert(%options);
7186 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7188 Creates a one-time charge for this customer. If there is an error, returns
7189 the error, otherwise returns false.
7191 New-style, with a hashref of options:
7193 my $error = $cust_main->charge(
7197 'start_date' => str2time('7/4/2009'),
7198 'pkg' => 'Description',
7199 'comment' => 'Comment',
7200 'additional' => [], #extra invoice detail
7201 'classnum' => 1, #pkg_class
7203 'setuptax' => '', # or 'Y' for tax exempt
7206 'taxclass' => 'Tax class',
7209 'taxproduct' => 2, #part_pkg_taxproduct
7210 'override' => {}, #XXX describe
7212 #will be filled in with the new object
7213 'cust_pkg_ref' => \$cust_pkg,
7215 #generate an invoice immediately
7217 'invoice_terms' => '', #with these terms
7223 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7229 my ( $amount, $quantity, $start_date, $classnum );
7230 my ( $pkg, $comment, $additional );
7231 my ( $setuptax, $taxclass ); #internal taxes
7232 my ( $taxproduct, $override ); #vendor (CCH) taxes
7233 my $cust_pkg_ref = '';
7234 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7235 if ( ref( $_[0] ) ) {
7236 $amount = $_[0]->{amount};
7237 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7238 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7239 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7240 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7241 : '$'. sprintf("%.2f",$amount);
7242 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7243 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7244 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7245 $additional = $_[0]->{additional} || [];
7246 $taxproduct = $_[0]->{taxproductnum};
7247 $override = { '' => $_[0]->{tax_override} };
7248 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7249 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7250 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7255 $pkg = @_ ? shift : 'One-time charge';
7256 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7258 $taxclass = @_ ? shift : '';
7262 local $SIG{HUP} = 'IGNORE';
7263 local $SIG{INT} = 'IGNORE';
7264 local $SIG{QUIT} = 'IGNORE';
7265 local $SIG{TERM} = 'IGNORE';
7266 local $SIG{TSTP} = 'IGNORE';
7267 local $SIG{PIPE} = 'IGNORE';
7269 my $oldAutoCommit = $FS::UID::AutoCommit;
7270 local $FS::UID::AutoCommit = 0;
7273 my $part_pkg = new FS::part_pkg ( {
7275 'comment' => $comment,
7279 'classnum' => ( $classnum ? $classnum : '' ),
7280 'setuptax' => $setuptax,
7281 'taxclass' => $taxclass,
7282 'taxproductnum' => $taxproduct,
7285 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7286 ( 0 .. @$additional - 1 )
7288 'additional_count' => scalar(@$additional),
7289 'setup_fee' => $amount,
7292 my $error = $part_pkg->insert( options => \%options,
7293 tax_overrides => $override,
7296 $dbh->rollback if $oldAutoCommit;
7300 my $pkgpart = $part_pkg->pkgpart;
7301 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7302 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7303 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7304 $error = $type_pkgs->insert;
7306 $dbh->rollback if $oldAutoCommit;
7311 my $cust_pkg = new FS::cust_pkg ( {
7312 'custnum' => $self->custnum,
7313 'pkgpart' => $pkgpart,
7314 'quantity' => $quantity,
7315 'start_date' => $start_date,
7318 $error = $cust_pkg->insert;
7320 $dbh->rollback if $oldAutoCommit;
7322 } elsif ( $cust_pkg_ref ) {
7323 ${$cust_pkg_ref} = $cust_pkg;
7327 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7328 'pkg_list' => [ $cust_pkg ],
7331 $dbh->rollback if $oldAutoCommit;
7336 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7341 #=item charge_postal_fee
7343 #Applies a one time charge this customer. If there is an error,
7344 #returns the error, returns the cust_pkg charge object or false
7345 #if there was no charge.
7349 # This should be a customer event. For that to work requires that bill
7350 # also be a customer event.
7352 sub charge_postal_fee {
7355 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7356 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7358 my $cust_pkg = new FS::cust_pkg ( {
7359 'custnum' => $self->custnum,
7360 'pkgpart' => $pkgpart,
7364 my $error = $cust_pkg->insert;
7365 $error ? $error : $cust_pkg;
7370 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7376 map { $_ } #return $self->num_cust_bill unless wantarray;
7377 sort { $a->_date <=> $b->_date }
7378 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7381 =item open_cust_bill
7383 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7388 sub open_cust_bill {
7392 'table' => 'cust_bill',
7393 'hashref' => { 'custnum' => $self->custnum, },
7394 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7395 'order_by' => 'ORDER BY _date ASC',
7400 =item cust_statements
7402 Returns all the statements (see L<FS::cust_statement>) for this customer.
7406 sub cust_statement {
7408 map { $_ } #return $self->num_cust_statement unless wantarray;
7409 sort { $a->_date <=> $b->_date }
7410 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7415 Returns all the credits (see L<FS::cust_credit>) for this customer.
7421 map { $_ } #return $self->num_cust_credit unless wantarray;
7422 sort { $a->_date <=> $b->_date }
7423 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7426 =item cust_credit_pkgnum
7428 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7429 package when using experimental package balances.
7433 sub cust_credit_pkgnum {
7434 my( $self, $pkgnum ) = @_;
7435 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7436 sort { $a->_date <=> $b->_date }
7437 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7438 'pkgnum' => $pkgnum,
7445 Returns all the payments (see L<FS::cust_pay>) for this customer.
7451 return $self->num_cust_pay unless wantarray;
7452 sort { $a->_date <=> $b->_date }
7453 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7458 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7459 called automatically when the cust_pay method is used in a scalar context.
7465 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7466 my $sth = dbh->prepare($sql) or die dbh->errstr;
7467 $sth->execute($self->custnum) or die $sth->errstr;
7468 $sth->fetchrow_arrayref->[0];
7471 =item cust_pay_pkgnum
7473 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7474 package when using experimental package balances.
7478 sub cust_pay_pkgnum {
7479 my( $self, $pkgnum ) = @_;
7480 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7481 sort { $a->_date <=> $b->_date }
7482 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7483 'pkgnum' => $pkgnum,
7490 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7496 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7497 sort { $a->_date <=> $b->_date }
7498 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7501 =item cust_pay_batch
7503 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7507 sub cust_pay_batch {
7509 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7510 sort { $a->paybatchnum <=> $b->paybatchnum }
7511 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7514 =item cust_pay_pending
7516 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7517 (without status "done").
7521 sub cust_pay_pending {
7523 return $self->num_cust_pay_pending unless wantarray;
7524 sort { $a->_date <=> $b->_date }
7525 qsearch( 'cust_pay_pending', {
7526 'custnum' => $self->custnum,
7527 'status' => { op=>'!=', value=>'done' },
7532 =item num_cust_pay_pending
7534 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7535 customer (without status "done"). Also called automatically when the
7536 cust_pay_pending method is used in a scalar context.
7540 sub num_cust_pay_pending {
7542 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7543 " WHERE custnum = ? AND status != 'done' ";
7544 my $sth = dbh->prepare($sql) or die dbh->errstr;
7545 $sth->execute($self->custnum) or die $sth->errstr;
7546 $sth->fetchrow_arrayref->[0];
7551 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7557 map { $_ } #return $self->num_cust_refund unless wantarray;
7558 sort { $a->_date <=> $b->_date }
7559 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7562 =item display_custnum
7564 Returns the displayed customer number for this customer: agent_custid if
7565 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7569 sub display_custnum {
7571 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7572 return $self->agent_custid;
7574 return $self->custnum;
7580 Returns a name string for this customer, either "Company (Last, First)" or
7587 my $name = $self->contact;
7588 $name = $self->company. " ($name)" if $self->company;
7594 Returns a name string for this (service/shipping) contact, either
7595 "Company (Last, First)" or "Last, First".
7601 if ( $self->get('ship_last') ) {
7602 my $name = $self->ship_contact;
7603 $name = $self->ship_company. " ($name)" if $self->ship_company;
7612 Returns a name string for this customer, either "Company" or "First Last".
7618 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7621 =item ship_name_short
7623 Returns a name string for this (service/shipping) contact, either "Company"
7628 sub ship_name_short {
7630 if ( $self->get('ship_last') ) {
7631 $self->ship_company !~ /^\s*$/
7632 ? $self->ship_company
7633 : $self->ship_contact_firstlast;
7635 $self->name_company_or_firstlast;
7641 Returns this customer's full (billing) contact name only, "Last, First"
7647 $self->get('last'). ', '. $self->first;
7652 Returns this customer's full (shipping) contact name only, "Last, First"
7658 $self->get('ship_last')
7659 ? $self->get('ship_last'). ', '. $self->ship_first
7663 =item contact_firstlast
7665 Returns this customers full (billing) contact name only, "First Last".
7669 sub contact_firstlast {
7671 $self->first. ' '. $self->get('last');
7674 =item ship_contact_firstlast
7676 Returns this customer's full (shipping) contact name only, "First Last".
7680 sub ship_contact_firstlast {
7682 $self->get('ship_last')
7683 ? $self->first. ' '. $self->get('ship_last')
7684 : $self->contact_firstlast;
7689 Returns this customer's full country name
7695 code2country($self->country);
7698 =item geocode DATA_VENDOR
7700 Returns a value for the customer location as encoded by DATA_VENDOR.
7701 Currently this only makes sense for "CCH" as DATA_VENDOR.
7706 my ($self, $data_vendor) = (shift, shift); #always cch for now
7708 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7709 return $geocode if $geocode;
7711 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7715 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7716 if $self->country eq 'US';
7718 #CCH specific location stuff
7719 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7721 my @cust_tax_location =
7723 'table' => 'cust_tax_location',
7724 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7725 'extra_sql' => $extra_sql,
7726 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7729 $geocode = $cust_tax_location[0]->geocode
7730 if scalar(@cust_tax_location);
7739 Returns a status string for this customer, currently:
7743 =item prospect - No packages have ever been ordered
7745 =item active - One or more recurring packages is active
7747 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7749 =item suspended - All non-cancelled recurring packages are suspended
7751 =item cancelled - All recurring packages are cancelled
7757 sub status { shift->cust_status(@_); }
7761 for my $status (qw( prospect active inactive suspended cancelled )) {
7762 my $method = $status.'_sql';
7763 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7764 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7765 $sth->execute( ($self->custnum) x $numnum )
7766 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7767 return $status if $sth->fetchrow_arrayref->[0];
7771 =item ucfirst_cust_status
7773 =item ucfirst_status
7775 Returns the status with the first character capitalized.
7779 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7781 sub ucfirst_cust_status {
7783 ucfirst($self->cust_status);
7788 Returns a hex triplet color string for this customer's status.
7792 use vars qw(%statuscolor);
7793 tie %statuscolor, 'Tie::IxHash',
7794 'prospect' => '7e0079', #'000000', #black? naw, purple
7795 'active' => '00CC00', #green
7796 'inactive' => '0000CC', #blue
7797 'suspended' => 'FF9900', #yellow
7798 'cancelled' => 'FF0000', #red
7801 sub statuscolor { shift->cust_statuscolor(@_); }
7803 sub cust_statuscolor {
7805 $statuscolor{$self->cust_status};
7810 Returns an array of hashes representing the customer's RT tickets.
7817 my $num = $conf->config('cust_main-max_tickets') || 10;
7820 if ( $conf->config('ticket_system') ) {
7821 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7823 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7827 foreach my $priority (
7828 $conf->config('ticket_system-custom_priority_field-values'), ''
7830 last if scalar(@tickets) >= $num;
7832 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7833 $num - scalar(@tickets),
7843 # Return services representing svc_accts in customer support packages
7844 sub support_services {
7846 my %packages = map { $_ => 1 } $conf->config('support_packages');
7848 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7849 grep { $_->part_svc->svcdb eq 'svc_acct' }
7850 map { $_->cust_svc }
7851 grep { exists $packages{ $_->pkgpart } }
7852 $self->ncancelled_pkgs;
7856 # Return a list of latitude/longitude for one of the services (if any)
7857 sub service_coordinates {
7861 grep { $_->latitude && $_->longitude }
7863 map { $_->cust_svc }
7864 $self->ncancelled_pkgs;
7866 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7871 =head1 CLASS METHODS
7877 Class method that returns the list of possible status strings for customers
7878 (see L<the status method|/status>). For example:
7880 @statuses = FS::cust_main->statuses();
7885 #my $self = shift; #could be class...
7891 Returns an SQL expression identifying prospective cust_main records (customers
7892 with no packages ever ordered)
7896 use vars qw($select_count_pkgs);
7897 $select_count_pkgs =
7898 "SELECT COUNT(*) FROM cust_pkg
7899 WHERE cust_pkg.custnum = cust_main.custnum";
7901 sub select_count_pkgs_sql {
7905 sub prospect_sql { "
7906 0 = ( $select_count_pkgs )
7911 Returns an SQL expression identifying active cust_main records (customers with
7912 active recurring packages).
7917 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7923 Returns an SQL expression identifying inactive cust_main records (customers with
7924 no active recurring packages, but otherwise unsuspended/uncancelled).
7928 sub inactive_sql { "
7929 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7931 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7937 Returns an SQL expression identifying suspended cust_main records.
7942 sub suspended_sql { susp_sql(@_); }
7944 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7946 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7952 Returns an SQL expression identifying cancelled cust_main records.
7956 sub cancelled_sql { cancel_sql(@_); }
7959 my $recurring_sql = FS::cust_pkg->recurring_sql;
7960 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7963 0 < ( $select_count_pkgs )
7964 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7965 AND 0 = ( $select_count_pkgs AND $recurring_sql
7966 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7968 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7974 =item uncancelled_sql
7976 Returns an SQL expression identifying un-cancelled cust_main records.
7980 sub uncancelled_sql { uncancel_sql(@_); }
7981 sub uncancel_sql { "
7982 ( 0 < ( $select_count_pkgs
7983 AND ( cust_pkg.cancel IS NULL
7984 OR cust_pkg.cancel = 0
7987 OR 0 = ( $select_count_pkgs )
7993 Returns an SQL fragment to retreive the balance.
7998 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7999 WHERE cust_bill.custnum = cust_main.custnum )
8000 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8001 WHERE cust_pay.custnum = cust_main.custnum )
8002 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8003 WHERE cust_credit.custnum = cust_main.custnum )
8004 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8005 WHERE cust_refund.custnum = cust_main.custnum )
8008 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8010 Returns an SQL fragment to retreive the balance for this customer, only
8011 considering invoices with date earlier than START_TIME, and optionally not
8012 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8013 total_unapplied_payments).
8015 Times are specified as SQL fragments or numeric
8016 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8017 L<Date::Parse> for conversion functions. The empty string can be passed
8018 to disable that time constraint completely.
8020 Available options are:
8024 =item unapplied_date
8026 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)
8031 set to true to remove all customer comparison clauses, for totals
8036 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8041 JOIN clause (typically used with the total option)
8047 sub balance_date_sql {
8048 my( $class, $start, $end, %opt ) = @_;
8050 my $owed = FS::cust_bill->owed_sql;
8051 my $unapp_refund = FS::cust_refund->unapplied_sql;
8052 my $unapp_credit = FS::cust_credit->unapplied_sql;
8053 my $unapp_pay = FS::cust_pay->unapplied_sql;
8055 my $j = $opt{'join'} || '';
8057 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8058 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8059 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8060 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8062 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8063 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8064 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8065 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8070 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8072 Returns an SQL fragment to retreive the total unapplied payments for this
8073 customer, only considering invoices with date earlier than START_TIME, and
8074 optionally not later than END_TIME.
8076 Times are specified as SQL fragments or numeric
8077 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8078 L<Date::Parse> for conversion functions. The empty string can be passed
8079 to disable that time constraint completely.
8081 Available options are:
8085 sub unapplied_payments_date_sql {
8086 my( $class, $start, $end, ) = @_;
8088 my $unapp_pay = FS::cust_pay->unapplied_sql;
8090 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8091 'unapplied_date'=>1 );
8093 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8096 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8098 Helper method for balance_date_sql; name (and usage) subject to change
8099 (suggestions welcome).
8101 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8102 cust_refund, cust_credit or cust_pay).
8104 If TABLE is "cust_bill" or the unapplied_date option is true, only
8105 considers records with date earlier than START_TIME, and optionally not
8106 later than END_TIME .
8110 sub _money_table_where {
8111 my( $class, $table, $start, $end, %opt ) = @_;
8114 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8115 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8116 push @where, "$table._date <= $start" if defined($start) && length($start);
8117 push @where, "$table._date > $end" if defined($end) && length($end);
8119 push @where, @{$opt{'where'}} if $opt{'where'};
8120 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8126 =item search_sql HASHREF
8130 Returns a qsearch hash expression to search for parameters specified in HREF.
8131 Valid parameters are
8139 =item cancelled_pkgs
8145 listref of start date, end date
8151 =item current_balance
8153 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8157 =item flattened_pkgs
8166 my ($class, $params) = @_;
8177 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8179 "cust_main.agentnum = $1";
8186 #prospect active inactive suspended cancelled
8187 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8188 my $method = $params->{'status'}. '_sql';
8189 #push @where, $class->$method();
8190 push @where, FS::cust_main->$method();
8194 # parse cancelled package checkbox
8199 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8200 unless $params->{'cancelled_pkgs'};
8203 # parse without census tract checkbox
8206 push @where, "(censustract = '' or censustract is null)"
8207 if $params->{'no_censustract'};
8213 foreach my $field (qw( signupdate )) {
8215 next unless exists($params->{$field});
8217 my($beginning, $ending) = @{$params->{$field}};
8220 "cust_main.$field IS NOT NULL",
8221 "cust_main.$field >= $beginning",
8222 "cust_main.$field <= $ending";
8224 $orderby ||= "ORDER BY cust_main.$field";
8232 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8234 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8241 #my $balance_sql = $class->balance_sql();
8242 my $balance_sql = FS::cust_main->balance_sql();
8244 push @where, map { s/current_balance/$balance_sql/; $_ }
8245 @{ $params->{'current_balance'} };
8251 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8253 "cust_main.custbatch = '$1'";
8257 # setup queries, subs, etc. for the search
8260 $orderby ||= 'ORDER BY custnum';
8262 # here is the agent virtualization
8263 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8265 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8267 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8269 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8271 my $select = join(', ',
8272 'cust_main.custnum',
8273 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8276 my(@extra_headers) = ();
8277 my(@extra_fields) = ();
8279 if ($params->{'flattened_pkgs'}) {
8281 if ($dbh->{Driver}->{Name} eq 'Pg') {
8283 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8285 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8286 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8287 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8289 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8290 "omitting packing information from report.";
8293 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";
8295 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8296 $sth->execute() or die $sth->errstr;
8297 my $headerrow = $sth->fetchrow_arrayref;
8298 my $headercount = $headerrow ? $headerrow->[0] : 0;
8299 while($headercount) {
8300 unshift @extra_headers, "Package ". $headercount;
8301 unshift @extra_fields, eval q!sub {my $c = shift;
8302 my @a = split '\|', $c->magic;
8303 my $p = $a[!.--$headercount. q!];
8311 'table' => 'cust_main',
8312 'select' => $select,
8314 'extra_sql' => $extra_sql,
8315 'order_by' => $orderby,
8316 'count_query' => $count_query,
8317 'extra_headers' => \@extra_headers,
8318 'extra_fields' => \@extra_fields,
8323 =item email_search_sql HASHREF
8327 Emails a notice to the specified customers.
8329 Valid parameters are those of the L<search_sql> method, plus the following:
8351 Optional job queue job for status updates.
8355 Returns an error message, or false for success.
8357 If an error occurs during any email, stops the enture send and returns that
8358 error. Presumably if you're getting SMTP errors aborting is better than
8359 retrying everything.
8363 sub email_search_sql {
8364 my($class, $params) = @_;
8366 my $from = delete $params->{from};
8367 my $subject = delete $params->{subject};
8368 my $html_body = delete $params->{html_body};
8369 my $text_body = delete $params->{text_body};
8371 my $job = delete $params->{'job'};
8373 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8374 unless ref($params->{'payby'});
8376 my $sql_query = $class->search_sql($params);
8378 my $count_query = delete($sql_query->{'count_query'});
8379 my $count_sth = dbh->prepare($count_query)
8380 or die "Error preparing $count_query: ". dbh->errstr;
8382 or die "Error executing $count_query: ". $count_sth->errstr;
8383 my $count_arrayref = $count_sth->fetchrow_arrayref;
8384 my $num_cust = $count_arrayref->[0];
8386 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8387 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8390 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8392 #eventually order+limit magic to reduce memory use?
8393 foreach my $cust_main ( qsearch($sql_query) ) {
8395 my $to = $cust_main->invoicing_list_emailonly_scalar;
8398 my $error = send_email(
8402 'subject' => $subject,
8403 'html_body' => $html_body,
8404 'text_body' => $text_body,
8407 return $error if $error;
8409 if ( $job ) { #progressbar foo
8411 if ( time - $min_sec > $last ) {
8412 my $error = $job->update_statustext(
8413 int( 100 * $num / $num_cust )
8415 die $error if $error;
8425 use Storable qw(thaw);
8428 sub process_email_search_sql {
8430 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8432 my $param = thaw(decode_base64(shift));
8433 warn Dumper($param) if $DEBUG;
8435 $param->{'job'} = $job;
8437 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8438 unless ref($param->{'payby'});
8440 my $error = FS::cust_main->email_search_sql( $param );
8441 die $error if $error;
8445 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8447 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8448 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8449 specified (the appropriate ship_ field is also searched).
8451 Additional options are the same as FS::Record::qsearch
8456 my( $self, $fuzzy, $hash, @opt) = @_;
8461 check_and_rebuild_fuzzyfiles();
8462 foreach my $field ( keys %$fuzzy ) {
8464 my $all = $self->all_X($field);
8465 next unless scalar(@$all);
8468 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8471 foreach ( keys %match ) {
8472 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8473 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8476 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8479 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8481 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8489 Returns a masked version of the named field
8494 my ($self,$field) = @_;
8498 'x'x(length($self->getfield($field))-4).
8499 substr($self->getfield($field), (length($self->getfield($field))-4));
8509 =item smart_search OPTION => VALUE ...
8511 Accepts the following options: I<search>, the string to search for. The string
8512 will be searched for as a customer number, phone number, name or company name,
8513 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8514 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8515 skip fuzzy matching when an exact match is found.
8517 Any additional options are treated as an additional qualifier on the search
8520 Returns a (possibly empty) array of FS::cust_main objects.
8527 #here is the agent virtualization
8528 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8532 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8533 my $search = delete $options{'search'};
8534 ( my $alphanum_search = $search ) =~ s/\W//g;
8536 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8538 #false laziness w/Record::ut_phone
8539 my $phonen = "$1-$2-$3";
8540 $phonen .= " x$4" if $4;
8542 push @cust_main, qsearch( {
8543 'table' => 'cust_main',
8544 'hashref' => { %options },
8545 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8547 join(' OR ', map "$_ = '$phonen'",
8548 qw( daytime night fax
8549 ship_daytime ship_night ship_fax )
8552 " AND $agentnums_sql", #agent virtualization
8555 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8556 #try looking for matches with extensions unless one was specified
8558 push @cust_main, qsearch( {
8559 'table' => 'cust_main',
8560 'hashref' => { %options },
8561 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8563 join(' OR ', map "$_ LIKE '$phonen\%'",
8565 ship_daytime ship_night )
8568 " AND $agentnums_sql", #agent virtualization
8573 # custnum search (also try agent_custid), with some tweaking options if your
8574 # legacy cust "numbers" have letters
8577 if ( $search =~ /^\s*(\d+)\s*$/
8578 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8579 && $search =~ /^\s*(\w\w?\d+)\s*$/
8581 || ( $conf->exists('address1-search' )
8582 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8589 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8590 push @cust_main, qsearch( {
8591 'table' => 'cust_main',
8592 'hashref' => { 'custnum' => $num, %options },
8593 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8597 push @cust_main, qsearch( {
8598 'table' => 'cust_main',
8599 'hashref' => { 'agent_custid' => $num, %options },
8600 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8603 if ( $conf->exists('address1-search') ) {
8604 my $len = length($num);
8606 foreach my $prefix ( '', 'ship_' ) {
8607 push @cust_main, qsearch( {
8608 'table' => 'cust_main',
8609 'hashref' => { %options, },
8611 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8612 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8613 " AND $agentnums_sql",
8618 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8620 my($company, $last, $first) = ( $1, $2, $3 );
8622 # "Company (Last, First)"
8623 #this is probably something a browser remembered,
8624 #so just do an exact (but case-insensitive) search
8626 foreach my $prefix ( '', 'ship_' ) {
8627 push @cust_main, qsearch( {
8628 'table' => 'cust_main',
8629 'hashref' => { $prefix.'first' => $first,
8630 $prefix.'last' => $last,
8631 $prefix.'company' => $company,
8634 'extra_sql' => " AND $agentnums_sql",
8638 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8639 # try (ship_){last,company}
8643 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8644 # # full strings the browser remembers won't work
8645 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8647 use Lingua::EN::NameParse;
8648 my $NameParse = new Lingua::EN::NameParse(
8650 allow_reversed => 1,
8653 my($last, $first) = ( '', '' );
8654 #maybe disable this too and just rely on NameParse?
8655 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8657 ($last, $first) = ( $1, $2 );
8659 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8660 } elsif ( ! $NameParse->parse($value) ) {
8662 my %name = $NameParse->components;
8663 $first = $name{'given_name_1'};
8664 $last = $name{'surname_1'};
8668 if ( $first && $last ) {
8670 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8673 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8675 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8676 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8679 push @cust_main, qsearch( {
8680 'table' => 'cust_main',
8681 'hashref' => \%options,
8682 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8685 # or it just be something that was typed in... (try that in a sec)
8689 my $q_value = dbh->quote($value);
8692 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8693 $sql .= " ( LOWER(last) = $q_value
8694 OR LOWER(company) = $q_value
8695 OR LOWER(ship_last) = $q_value
8696 OR LOWER(ship_company) = $q_value
8698 $sql .= " OR LOWER(address1) = $q_value
8699 OR LOWER(ship_address1) = $q_value
8701 if $conf->exists('address1-search');
8704 push @cust_main, qsearch( {
8705 'table' => 'cust_main',
8706 'hashref' => \%options,
8707 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8710 #no exact match, trying substring/fuzzy
8711 #always do substring & fuzzy (unless they're explicity config'ed off)
8712 #getting complaints searches are not returning enough
8713 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8715 #still some false laziness w/search_sql (was search/cust_main.cgi)
8720 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8721 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8724 if ( $first && $last ) {
8727 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8728 'last' => { op=>'ILIKE', value=>"%$last%" },
8730 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8731 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8738 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8739 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8743 if ( $conf->exists('address1-search') ) {
8745 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8746 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8750 foreach my $hashref ( @hashrefs ) {
8752 push @cust_main, qsearch( {
8753 'table' => 'cust_main',
8754 'hashref' => { %$hashref,
8757 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8766 " AND $agentnums_sql", #extra_sql #agent virtualization
8769 if ( $first && $last ) {
8770 push @cust_main, FS::cust_main->fuzzy_search(
8771 { 'last' => $last, #fuzzy hashref
8772 'first' => $first }, #
8776 foreach my $field ( 'last', 'company' ) {
8778 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8780 if ( $conf->exists('address1-search') ) {
8782 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8789 #eliminate duplicates
8791 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8799 Accepts the following options: I<email>, the email address to search for. The
8800 email address will be searched for as an email invoice destination and as an
8803 #Any additional options are treated as an additional qualifier on the search
8804 #(i.e. I<agentnum>).
8806 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8816 my $email = delete $options{'email'};
8818 #we're only being used by RT at the moment... no agent virtualization yet
8819 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8823 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8825 my ( $user, $domain ) = ( $1, $2 );
8827 warn "$me smart_search: searching for $user in domain $domain"
8833 'table' => 'cust_main_invoice',
8834 'hashref' => { 'dest' => $email },
8841 map $_->cust_svc->cust_pkg,
8843 'table' => 'svc_acct',
8844 'hashref' => { 'username' => $user, },
8846 'AND ( SELECT domain FROM svc_domain
8847 WHERE svc_acct.domsvc = svc_domain.svcnum
8848 ) = '. dbh->quote($domain),
8854 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8856 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8863 =item check_and_rebuild_fuzzyfiles
8867 sub check_and_rebuild_fuzzyfiles {
8868 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8869 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8872 =item rebuild_fuzzyfiles
8876 sub rebuild_fuzzyfiles {
8878 use Fcntl qw(:flock);
8880 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8881 mkdir $dir, 0700 unless -d $dir;
8883 foreach my $fuzzy ( @fuzzyfields ) {
8885 open(LOCK,">>$dir/cust_main.$fuzzy")
8886 or die "can't open $dir/cust_main.$fuzzy: $!";
8888 or die "can't lock $dir/cust_main.$fuzzy: $!";
8890 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8891 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8893 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8894 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8895 " WHERE $field != '' AND $field IS NOT NULL");
8896 $sth->execute or die $sth->errstr;
8898 while ( my $row = $sth->fetchrow_arrayref ) {
8899 print CACHE $row->[0]. "\n";
8904 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8906 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8917 my( $self, $field ) = @_;
8918 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8919 open(CACHE,"<$dir/cust_main.$field")
8920 or die "can't open $dir/cust_main.$field: $!";
8921 my @array = map { chomp; $_; } <CACHE>;
8926 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8930 sub append_fuzzyfiles {
8931 #my( $first, $last, $company ) = @_;
8933 &check_and_rebuild_fuzzyfiles;
8935 use Fcntl qw(:flock);
8937 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8939 foreach my $field (@fuzzyfields) {
8944 open(CACHE,">>$dir/cust_main.$field")
8945 or die "can't open $dir/cust_main.$field: $!";
8946 flock(CACHE,LOCK_EX)
8947 or die "can't lock $dir/cust_main.$field: $!";
8949 print CACHE "$value\n";
8951 flock(CACHE,LOCK_UN)
8952 or die "can't unlock $dir/cust_main.$field: $!";
8967 #warn join('-',keys %$param);
8968 my $fh = $param->{filehandle};
8969 my @fields = @{$param->{fields}};
8971 eval "use Text::CSV_XS;";
8974 my $csv = new Text::CSV_XS;
8981 local $SIG{HUP} = 'IGNORE';
8982 local $SIG{INT} = 'IGNORE';
8983 local $SIG{QUIT} = 'IGNORE';
8984 local $SIG{TERM} = 'IGNORE';
8985 local $SIG{TSTP} = 'IGNORE';
8986 local $SIG{PIPE} = 'IGNORE';
8988 my $oldAutoCommit = $FS::UID::AutoCommit;
8989 local $FS::UID::AutoCommit = 0;
8992 #while ( $columns = $csv->getline($fh) ) {
8994 while ( defined($line=<$fh>) ) {
8996 $csv->parse($line) or do {
8997 $dbh->rollback if $oldAutoCommit;
8998 return "can't parse: ". $csv->error_input();
9001 my @columns = $csv->fields();
9002 #warn join('-',@columns);
9005 foreach my $field ( @fields ) {
9006 $row{$field} = shift @columns;
9009 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9010 unless ( $cust_main ) {
9011 $dbh->rollback if $oldAutoCommit;
9012 return "unknown custnum $row{'custnum'}";
9015 if ( $row{'amount'} > 0 ) {
9016 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9018 $dbh->rollback if $oldAutoCommit;
9022 } elsif ( $row{'amount'} < 0 ) {
9023 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9026 $dbh->rollback if $oldAutoCommit;
9036 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9038 return "Empty file!" unless $imported;
9044 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9046 Sends a templated email notification to the customer (see L<Text::Template>).
9048 OPTIONS is a hash and may include
9050 I<from> - the email sender (default is invoice_from)
9052 I<to> - comma-separated scalar or arrayref of recipients
9053 (default is invoicing_list)
9055 I<subject> - The subject line of the sent email notification
9056 (default is "Notice from company_name")
9058 I<extra_fields> - a hashref of name/value pairs which will be substituted
9061 The following variables are vavailable in the template.
9063 I<$first> - the customer first name
9064 I<$last> - the customer last name
9065 I<$company> - the customer company
9066 I<$payby> - a description of the method of payment for the customer
9067 # would be nice to use FS::payby::shortname
9068 I<$payinfo> - the account information used to collect for this customer
9069 I<$expdate> - the expiration of the customer payment in seconds from epoch
9074 my ($self, $template, %options) = @_;
9076 return unless $conf->exists($template);
9078 my $from = $conf->config('invoice_from', $self->agentnum)
9079 if $conf->exists('invoice_from', $self->agentnum);
9080 $from = $options{from} if exists($options{from});
9082 my $to = join(',', $self->invoicing_list_emailonly);
9083 $to = $options{to} if exists($options{to});
9085 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9086 if $conf->exists('company_name', $self->agentnum);
9087 $subject = $options{subject} if exists($options{subject});
9089 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9090 SOURCE => [ map "$_\n",
9091 $conf->config($template)]
9093 or die "can't create new Text::Template object: Text::Template::ERROR";
9094 $notify_template->compile()
9095 or die "can't compile template: Text::Template::ERROR";
9097 $FS::notify_template::_template::company_name =
9098 $conf->config('company_name', $self->agentnum);
9099 $FS::notify_template::_template::company_address =
9100 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9102 my $paydate = $self->paydate || '2037-12-31';
9103 $FS::notify_template::_template::first = $self->first;
9104 $FS::notify_template::_template::last = $self->last;
9105 $FS::notify_template::_template::company = $self->company;
9106 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9107 my $payby = $self->payby;
9108 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9109 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9111 #credit cards expire at the end of the month/year of their exp date
9112 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9113 $FS::notify_template::_template::payby = 'credit card';
9114 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9115 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9117 }elsif ($payby eq 'COMP') {
9118 $FS::notify_template::_template::payby = 'complimentary account';
9120 $FS::notify_template::_template::payby = 'current method';
9122 $FS::notify_template::_template::expdate = $expire_time;
9124 for (keys %{$options{extra_fields}}){
9126 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9129 send_email(from => $from,
9131 subject => $subject,
9132 body => $notify_template->fill_in( PACKAGE =>
9133 'FS::notify_template::_template' ),
9138 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9140 Generates a templated notification to the customer (see L<Text::Template>).
9142 OPTIONS is a hash and may include
9144 I<extra_fields> - a hashref of name/value pairs which will be substituted
9145 into the template. These values may override values mentioned below
9146 and those from the customer record.
9148 The following variables are available in the template instead of or in addition
9149 to the fields of the customer record.
9151 I<$payby> - a description of the method of payment for the customer
9152 # would be nice to use FS::payby::shortname
9153 I<$payinfo> - the masked account information used to collect for this customer
9154 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9155 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9159 sub generate_letter {
9160 my ($self, $template, %options) = @_;
9162 return unless $conf->exists($template);
9164 my $letter_template = new Text::Template
9166 SOURCE => [ map "$_\n", $conf->config($template)],
9167 DELIMITERS => [ '[@--', '--@]' ],
9169 or die "can't create new Text::Template object: Text::Template::ERROR";
9171 $letter_template->compile()
9172 or die "can't compile template: Text::Template::ERROR";
9174 my %letter_data = map { $_ => $self->$_ } $self->fields;
9175 $letter_data{payinfo} = $self->mask_payinfo;
9177 #my $paydate = $self->paydate || '2037-12-31';
9178 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9180 my $payby = $self->payby;
9181 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9182 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9184 #credit cards expire at the end of the month/year of their exp date
9185 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9186 $letter_data{payby} = 'credit card';
9187 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9188 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9190 }elsif ($payby eq 'COMP') {
9191 $letter_data{payby} = 'complimentary account';
9193 $letter_data{payby} = 'current method';
9195 $letter_data{expdate} = $expire_time;
9197 for (keys %{$options{extra_fields}}){
9198 $letter_data{$_} = $options{extra_fields}->{$_};
9201 unless(exists($letter_data{returnaddress})){
9202 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9203 $self->agent_template)
9205 if ( length($retadd) ) {
9206 $letter_data{returnaddress} = $retadd;
9207 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9208 $letter_data{returnaddress} =
9209 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9210 $conf->config('company_address', $self->agentnum)
9213 $letter_data{returnaddress} = '~';
9217 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9219 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9221 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9222 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9226 ) or die "can't open temp file: $!\n";
9228 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9230 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9234 =item print_ps TEMPLATE
9236 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9242 my $file = $self->generate_letter(@_);
9243 FS::Misc::generate_ps($file);
9246 =item print TEMPLATE
9248 Prints the filled in template.
9250 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9254 sub queueable_print {
9257 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9258 or die "invalid customer number: " . $opt{custvnum};
9260 my $error = $self->print( $opt{template} );
9261 die $error if $error;
9265 my ($self, $template) = (shift, shift);
9266 do_print [ $self->print_ps($template) ];
9269 #these three subs should just go away once agent stuff is all config overrides
9271 sub agent_template {
9273 $self->_agent_plandata('agent_templatename');
9276 sub agent_invoice_from {
9278 $self->_agent_plandata('agent_invoice_from');
9281 sub _agent_plandata {
9282 my( $self, $option ) = @_;
9284 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9285 #agent-specific Conf
9287 use FS::part_event::Condition;
9289 my $agentnum = $self->agentnum;
9292 if ( driver_name =~ /^Pg/i ) {
9294 } elsif ( driver_name =~ /^mysql/i ) {
9297 die "don't know how to use regular expressions in ". driver_name. " databases";
9300 my $part_event_option =
9302 'select' => 'part_event_option.*',
9303 'table' => 'part_event_option',
9305 LEFT JOIN part_event USING ( eventpart )
9306 LEFT JOIN part_event_option AS peo_agentnum
9307 ON ( part_event.eventpart = peo_agentnum.eventpart
9308 AND peo_agentnum.optionname = 'agentnum'
9309 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9311 LEFT JOIN part_event_condition
9312 ON ( part_event.eventpart = part_event_condition.eventpart
9313 AND part_event_condition.conditionname = 'cust_bill_age'
9315 LEFT JOIN part_event_condition_option
9316 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9317 AND part_event_condition_option.optionname = 'age'
9320 #'hashref' => { 'optionname' => $option },
9321 #'hashref' => { 'part_event_option.optionname' => $option },
9323 " WHERE part_event_option.optionname = ". dbh->quote($option).
9324 " AND action = 'cust_bill_send_agent' ".
9325 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9326 " AND peo_agentnum.optionname = 'agentnum' ".
9327 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9329 CASE WHEN part_event_condition_option.optionname IS NULL
9331 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9333 , part_event.weight".
9337 unless ( $part_event_option ) {
9338 return $self->agent->invoice_template || ''
9339 if $option eq 'agent_templatename';
9343 $part_event_option->optionvalue;
9348 ## actual sub, not a method, designed to be called from the queue.
9349 ## sets up the customer, and calls the bill_and_collect
9350 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9351 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9352 $cust_main->bill_and_collect(
9357 sub _upgrade_data { #class method
9358 my ($class, %opts) = @_;
9360 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9361 my $sth = dbh->prepare($sql) or die dbh->errstr;
9362 $sth->execute or die $sth->errstr;
9372 The delete method should possibly take an FS::cust_main object reference
9373 instead of a scalar customer number.
9375 Bill and collect options should probably be passed as references instead of a
9378 There should probably be a configuration file with a list of allowed credit
9381 No multiple currency support (probably a larger project than just this module).
9383 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9385 Birthdates rely on negative epoch values.
9387 The payby for card/check batches is broken. With mixed batching, bad
9390 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9394 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9395 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9396 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.