2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
24 use Scalar::Util qw( blessed );
25 use List::Util qw(min);
27 use File::Temp; #qw( tempfile );
29 use Time::Local qw(timelocal);
33 use Business::CreditCard 0.28;
34 use FS::UID qw( dbh driver_name );
35 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_ps do_print money_pretty card_types );
38 use FS::Msgcat qw(gettext);
45 use FS::cust_bill_void;
46 use FS::legacy_cust_bill;
48 use FS::cust_pay_pending;
49 use FS::cust_pay_void;
50 use FS::cust_pay_batch;
53 use FS::part_referral;
54 use FS::cust_main_county;
55 use FS::cust_location;
58 use FS::cust_main_exemption;
59 use FS::cust_tax_adjustment;
60 use FS::cust_tax_location;
61 use FS::agent_currency;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
83 # 1 is mostly method/subroutine entry and options
84 # 2 traces progress of some operations
85 # 3 is even more information including possibly sensitive data
87 our $me = '[FS::cust_main]';
90 our $ignore_expired_card = 0;
91 our $ignore_banned_card = 0;
92 our $ignore_invalid_card = 0;
94 our $skip_fuzzyfiles = 0;
96 our $ucfirst_nowarn = 0;
98 #this info is in cust_payby as of 4.x
99 #this and the fields themselves can be removed in 5.x
100 our @encrypted_fields = ('payinfo', 'paycvv');
101 sub nohistory_fields { ('payinfo', 'paycvv'); }
104 our $default_agent_custid;
105 our $custnum_display_length;
106 #ask FS::UID to run this stuff for us later
107 #$FS::UID::callback{'FS::cust_main'} = sub {
108 install_callback FS::UID sub {
109 $conf = new FS::Conf;
110 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
111 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
112 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
117 my ( $hashref, $cache ) = @_;
118 if ( exists $hashref->{'pkgnum'} ) {
119 #@{ $self->{'_pkgnum'} } = ();
120 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
121 $self->{'_pkgnum'} = $subcache;
122 #push @{ $self->{'_pkgnum'} },
123 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
129 FS::cust_main - Object methods for cust_main records
135 $record = new FS::cust_main \%hash;
136 $record = new FS::cust_main { 'column' => 'value' };
138 $error = $record->insert;
140 $error = $new_record->replace($old_record);
142 $error = $record->delete;
144 $error = $record->check;
146 @cust_pkg = $record->all_pkgs;
148 @cust_pkg = $record->ncancelled_pkgs;
150 @cust_pkg = $record->suspended_pkgs;
152 $error = $record->bill;
153 $error = $record->bill %options;
154 $error = $record->bill 'time' => $time;
156 $error = $record->collect;
157 $error = $record->collect %options;
158 $error = $record->collect 'invoice_time' => $time,
163 An FS::cust_main object represents a customer. FS::cust_main inherits from
164 FS::Record. The following fields are currently supported:
170 Primary key (assigned automatically for new customers)
174 Agent (see L<FS::agent>)
178 Advertising source (see L<FS::part_referral>)
190 Cocial security number (optional)
214 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
218 Payment Information (See L<FS::payinfo_Mixin> for data format)
222 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
226 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
230 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
234 Start date month (maestro/solo cards only)
238 Start date year (maestro/solo cards only)
242 Issue number (maestro/solo cards only)
246 Name on card or billing name
250 IP address from which payment information was received
254 Tax exempt, empty or `Y'
258 Order taker (see L<FS::access_user>)
264 =item referral_custnum
266 Referring customer number
270 Enable individual CDR spooling, empty or `Y'
274 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
278 Discourage individual CDR printing, empty or `Y'
282 Allow self-service editing of ticket subjects, empty or 'Y'
284 =item calling_list_exempt
286 Do not call, empty or 'Y'
288 =item invoice_ship_address
290 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
300 Creates a new customer. To add the customer to the database, see L<"insert">.
302 Note that this stores the hash reference, not a distinct copy of the hash it
303 points to. You can ask the object for a copy with the I<hash> method.
307 sub table { 'cust_main'; }
309 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
311 Adds this customer to the database. If there is an error, returns the error,
312 otherwise returns false.
314 Usually the customer's location will not yet exist in the database, and
315 the C<bill_location> and C<ship_location> pseudo-fields must be set to
316 uninserted L<FS::cust_location> objects. These will be inserted and linked
317 (in both directions) to the new customer record. If they're references
318 to the same object, they will become the same location.
320 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
321 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
322 are inserted atomicly, or the transaction is rolled back. Passing an empty
323 hash reference is equivalent to not supplying this parameter. There should be
324 a better explanation of this, but until then, here's an example:
327 tie %hash, 'Tie::RefHash'; #this part is important
329 $cust_pkg => [ $svc_acct ],
332 $cust_main->insert( \%hash );
334 INVOICING_LIST_ARYREF: No longer supported.
336 Currently available options are: I<depend_jobnum>, I<noexport>,
337 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
339 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
340 on the supplied jobnum (they will not run until the specific job completes).
341 This can be used to defer provisioning until some action completes (such
342 as running the customer's credit card successfully).
344 The I<noexport> option is deprecated. If I<noexport> is set true, no
345 provisioning jobs (exports) are scheduled. (You can schedule them later with
346 the B<reexport> method.)
348 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
349 of tax names and exemption numbers. FS::cust_main_exemption records will be
350 created and inserted.
352 If I<prospectnum> is set, moves contacts and locations from that prospect.
354 If I<contact> is set to an arrayref of FS::contact objects, those will be
357 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
358 unset), inserts those new contacts with this new customer. Handles CGI
359 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
361 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
362 new stored payment records with this new customer. Handles CGI parameters
363 for an "m2" multiple entry field as passed by edit/cust_main.cgi
369 my $cust_pkgs = @_ ? shift : {};
371 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
372 warn "cust_main::insert using deprecated invoicing list argument";
373 $invoicing_list = shift;
376 warn "$me insert called with options ".
377 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
380 local $SIG{HUP} = 'IGNORE';
381 local $SIG{INT} = 'IGNORE';
382 local $SIG{QUIT} = 'IGNORE';
383 local $SIG{TERM} = 'IGNORE';
384 local $SIG{TSTP} = 'IGNORE';
385 local $SIG{PIPE} = 'IGNORE';
387 my $oldAutoCommit = $FS::UID::AutoCommit;
388 local $FS::UID::AutoCommit = 0;
391 my $prepay_identifier = '';
392 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
394 if ( $self->payby eq 'PREPAY' ) {
396 $self->payby(''); #'BILL');
397 $prepay_identifier = $self->payinfo;
400 warn " looking up prepaid card $prepay_identifier\n"
403 my $error = $self->get_prepay( $prepay_identifier,
404 'amount_ref' => \$amount,
405 'seconds_ref' => \$seconds,
406 'upbytes_ref' => \$upbytes,
407 'downbytes_ref' => \$downbytes,
408 'totalbytes_ref' => \$totalbytes,
411 $dbh->rollback if $oldAutoCommit;
412 #return "error applying prepaid card (transaction rolled back): $error";
416 $payby = 'PREP' if $amount;
418 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
421 $self->payby(''); #'BILL');
422 $amount = $self->paid;
427 foreach my $l (qw(bill_location ship_location)) {
429 my $loc = delete $self->hashref->{$l} or next;
431 if ( !$loc->locationnum ) {
432 # warn the location that we're going to insert it with no custnum
433 $loc->set(custnum_pending => 1);
434 warn " inserting $l\n"
436 my $error = $loc->insert;
438 $dbh->rollback if $oldAutoCommit;
439 my $label = $l eq 'ship_location' ? 'service' : 'billing';
440 return "$error (in $label location)";
443 } elsif ( $loc->prospectnum ) {
445 $loc->prospectnum('');
446 $loc->set(custnum_pending => 1);
447 my $error = $loc->replace;
449 $dbh->rollback if $oldAutoCommit;
450 my $label = $l eq 'ship_location' ? 'service' : 'billing';
451 return "$error (moving $label location)";
454 } elsif ( ($loc->custnum || 0) > 0 ) {
455 # then it somehow belongs to another customer--shouldn't happen
456 $dbh->rollback if $oldAutoCommit;
457 return "$l belongs to customer ".$loc->custnum;
459 # else it already belongs to this customer
460 # (happens when ship_location is identical to bill_location)
462 $self->set($l.'num', $loc->locationnum);
464 if ( $self->get($l.'num') eq '' ) {
465 $dbh->rollback if $oldAutoCommit;
470 warn " inserting $self\n"
473 $self->signupdate(time) unless $self->signupdate;
475 $self->auto_agent_custid()
476 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
478 my $error = $self->check_payinfo_cardtype
479 || $self->SUPER::insert;
481 $dbh->rollback if $oldAutoCommit;
482 #return "inserting cust_main record (transaction rolled back): $error";
486 # now set cust_location.custnum
487 foreach my $l (qw(bill_location ship_location)) {
488 warn " setting $l.custnum\n"
490 my $loc = $self->$l or next;
491 unless ( $loc->custnum ) {
492 $loc->set(custnum => $self->custnum);
493 $error ||= $loc->replace;
497 $dbh->rollback if $oldAutoCommit;
498 return "error setting $l custnum: $error";
502 warn " setting customer tags\n"
505 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
506 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
507 'custnum' => $self->custnum };
508 my $error = $cust_tag->insert;
510 $dbh->rollback if $oldAutoCommit;
515 my $prospectnum = delete $options{'prospectnum'};
516 if ( $prospectnum ) {
518 warn " moving contacts and locations from prospect $prospectnum\n"
522 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
523 unless ( $prospect_main ) {
524 $dbh->rollback if $oldAutoCommit;
525 return "Unknown prospectnum $prospectnum";
527 $prospect_main->custnum($self->custnum);
528 $prospect_main->disabled('Y');
529 my $error = $prospect_main->replace;
531 $dbh->rollback if $oldAutoCommit;
535 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
536 my $cust_contact = new FS::cust_contact {
537 'custnum' => $self->custnum,
538 'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
539 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
541 my $error = $cust_contact->insert
542 || $prospect_contact->delete;
544 $dbh->rollback if $oldAutoCommit;
549 my @cust_location = $prospect_main->cust_location;
550 my @qual = $prospect_main->qual;
552 foreach my $r ( @cust_location, @qual ) {
554 $r->custnum($self->custnum);
555 my $error = $r->replace;
557 $dbh->rollback if $oldAutoCommit;
561 # since we set invoice_dest on all migrated prospect contacts (for now),
562 # don't process invoicing_list.
563 delete $options{'invoicing_list'};
564 $invoicing_list = undef;
567 warn " setting contacts\n"
570 $invoicing_list ||= $options{'invoicing_list'};
571 if ( $invoicing_list ) {
573 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
576 foreach my $dest (@$invoicing_list ) {
577 if ($dest eq 'POST') {
578 $self->set('postal_invoice', 'Y');
581 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
582 if ( $contact_email ) {
583 my $cust_contact = FS::cust_contact->new({
584 contactnum => $contact_email->contactnum,
585 custnum => $self->custnum,
587 $cust_contact->set('invoice_dest', 'Y');
588 my $error = $cust_contact->insert;
590 $dbh->rollback if $oldAutoCommit;
591 return "$error (linking to email address $dest)";
595 # this email address is not yet linked to any contact
596 $email .= ',' if length($email);
604 my $contact = FS::contact->new({
605 'custnum' => $self->get('custnum'),
606 'last' => $self->get('last'),
607 'first' => $self->get('first'),
608 'emailaddress' => $email,
609 'invoice_dest' => 'Y', # yes, you can set this via the contact
611 my $error = $contact->insert;
613 $dbh->rollback if $oldAutoCommit;
621 if ( my $contact = delete $options{'contact'} ) {
623 foreach my $c ( @$contact ) {
624 $c->custnum($self->custnum);
625 my $error = $c->insert;
627 $dbh->rollback if $oldAutoCommit;
633 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
635 my $error = $self->process_o2m( 'table' => 'contact',
636 'fields' => FS::contact->cgi_contact_fields,
637 'params' => $contact_params,
640 $dbh->rollback if $oldAutoCommit;
645 warn " setting cust_payby\n"
648 if ( $options{cust_payby} ) {
650 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
651 $cust_payby->custnum($self->custnum);
652 my $error = $cust_payby->insert;
654 $dbh->rollback if $oldAutoCommit;
659 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
661 my $error = $self->process_o2m(
662 'table' => 'cust_payby',
663 'fields' => FS::cust_payby->cgi_cust_payby_fields,
664 'params' => $cust_payby_params,
665 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
668 $dbh->rollback if $oldAutoCommit;
674 warn " setting cust_main_exemption\n"
677 my $tax_exemption = delete $options{'tax_exemption'};
678 if ( $tax_exemption ) {
680 $tax_exemption = { map { $_ => '' } @$tax_exemption }
681 if ref($tax_exemption) eq 'ARRAY';
683 foreach my $taxname ( keys %$tax_exemption ) {
684 my $cust_main_exemption = new FS::cust_main_exemption {
685 'custnum' => $self->custnum,
686 'taxname' => $taxname,
687 'exempt_number' => $tax_exemption->{$taxname},
689 my $error = $cust_main_exemption->insert;
691 $dbh->rollback if $oldAutoCommit;
692 return "inserting cust_main_exemption (transaction rolled back): $error";
697 warn " ordering packages\n"
700 $error = $self->order_pkgs( $cust_pkgs,
702 'seconds_ref' => \$seconds,
703 'upbytes_ref' => \$upbytes,
704 'downbytes_ref' => \$downbytes,
705 'totalbytes_ref' => \$totalbytes,
708 $dbh->rollback if $oldAutoCommit;
713 $dbh->rollback if $oldAutoCommit;
714 return "No svc_acct record to apply pre-paid time";
716 if ( $upbytes || $downbytes || $totalbytes ) {
717 $dbh->rollback if $oldAutoCommit;
718 return "No svc_acct record to apply pre-paid data";
722 warn " inserting initial $payby payment of $amount\n"
724 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
726 $dbh->rollback if $oldAutoCommit;
727 return "inserting payment (transaction rolled back): $error";
731 unless ( $import || $skip_fuzzyfiles ) {
732 warn " queueing fuzzyfiles update\n"
734 $error = $self->queue_fuzzyfiles_update;
736 $dbh->rollback if $oldAutoCommit;
737 return "updating fuzzy search cache: $error";
741 # FS::geocode_Mixin::after_insert or something?
742 if ( $conf->config('tax_district_method') and !$import ) {
743 # if anything non-empty, try to look it up
744 my $queue = new FS::queue {
745 'job' => 'FS::geocode_Mixin::process_district_update',
746 'custnum' => $self->custnum,
748 my $error = $queue->insert( ref($self), $self->custnum );
750 $dbh->rollback if $oldAutoCommit;
751 return "queueing tax district update: $error";
756 warn " exporting\n" if $DEBUG > 1;
758 my $export_args = $options{'export_args'} || [];
761 map qsearch( 'part_export', {exportnum=>$_} ),
762 $conf->config('cust_main-exports'); #, $agentnum
764 foreach my $part_export ( @part_export ) {
765 my $error = $part_export->export_insert($self, @$export_args);
767 $dbh->rollback if $oldAutoCommit;
768 return "exporting to ". $part_export->exporttype.
769 " (transaction rolled back): $error";
773 #foreach my $depend_jobnum ( @$depend_jobnums ) {
774 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
776 # foreach my $jobnum ( @jobnums ) {
777 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
778 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
780 # my $error = $queue->depend_insert($depend_jobnum);
782 # $dbh->rollback if $oldAutoCommit;
783 # return "error queuing job dependancy: $error";
790 #if ( exists $options{'jobnums'} ) {
791 # push @{ $options{'jobnums'} }, @jobnums;
794 warn " insert complete; committing transaction\n"
797 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
802 use File::CounterFile;
803 sub auto_agent_custid {
806 my $format = $conf->config('cust_main-auto_agent_custid');
808 if ( $format eq '1YMMXXXXXXXX' ) {
810 my $counter = new File::CounterFile 'cust_main.agent_custid';
813 my $ym = 100000000000 + time2str('%y%m00000000', time);
814 if ( $ym > $counter->value ) {
815 $counter->{'value'} = $agent_custid = $ym;
816 $counter->{'updated'} = 1;
818 $agent_custid = $counter->inc;
824 die "Unknown cust_main-auto_agent_custid format: $format";
827 $self->agent_custid($agent_custid);
831 =item PACKAGE METHODS
833 Documentation on customer package methods has been moved to
834 L<FS::cust_main::Packages>.
836 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
838 Recharges this (existing) customer with the specified prepaid card (see
839 L<FS::prepay_credit>), specified either by I<identifier> or as an
840 FS::prepay_credit object. If there is an error, returns the error, otherwise
843 Optionally, five scalar references can be passed as well. They will have their
844 values filled in with the amount, number of seconds, and number of upload,
845 download, and total bytes applied by this prepaid card.
849 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
850 #the only place that uses these args
851 sub recharge_prepay {
852 my( $self, $prepay_credit, $amountref, $secondsref,
853 $upbytesref, $downbytesref, $totalbytesref ) = @_;
855 local $SIG{HUP} = 'IGNORE';
856 local $SIG{INT} = 'IGNORE';
857 local $SIG{QUIT} = 'IGNORE';
858 local $SIG{TERM} = 'IGNORE';
859 local $SIG{TSTP} = 'IGNORE';
860 local $SIG{PIPE} = 'IGNORE';
862 my $oldAutoCommit = $FS::UID::AutoCommit;
863 local $FS::UID::AutoCommit = 0;
866 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
868 my $error = $self->get_prepay( $prepay_credit,
869 'amount_ref' => \$amount,
870 'seconds_ref' => \$seconds,
871 'upbytes_ref' => \$upbytes,
872 'downbytes_ref' => \$downbytes,
873 'totalbytes_ref' => \$totalbytes,
875 || $self->increment_seconds($seconds)
876 || $self->increment_upbytes($upbytes)
877 || $self->increment_downbytes($downbytes)
878 || $self->increment_totalbytes($totalbytes)
879 || $self->insert_cust_pay_prepay( $amount,
881 ? $prepay_credit->identifier
886 $dbh->rollback if $oldAutoCommit;
890 if ( defined($amountref) ) { $$amountref = $amount; }
891 if ( defined($secondsref) ) { $$secondsref = $seconds; }
892 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
893 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
894 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
896 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
901 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
903 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
904 specified either by I<identifier> or as an FS::prepay_credit object.
906 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
907 incremented by the values of the prepaid card.
909 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
910 check or set this customer's I<agentnum>.
912 If there is an error, returns the error, otherwise returns false.
918 my( $self, $prepay_credit, %opt ) = @_;
920 local $SIG{HUP} = 'IGNORE';
921 local $SIG{INT} = 'IGNORE';
922 local $SIG{QUIT} = 'IGNORE';
923 local $SIG{TERM} = 'IGNORE';
924 local $SIG{TSTP} = 'IGNORE';
925 local $SIG{PIPE} = 'IGNORE';
927 my $oldAutoCommit = $FS::UID::AutoCommit;
928 local $FS::UID::AutoCommit = 0;
931 unless ( ref($prepay_credit) ) {
933 my $identifier = $prepay_credit;
935 $prepay_credit = qsearchs(
937 { 'identifier' => $identifier },
942 unless ( $prepay_credit ) {
943 $dbh->rollback if $oldAutoCommit;
944 return "Invalid prepaid card: ". $identifier;
949 if ( $prepay_credit->agentnum ) {
950 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
951 $dbh->rollback if $oldAutoCommit;
952 return "prepaid card not valid for agent ". $self->agentnum;
954 $self->agentnum($prepay_credit->agentnum);
957 my $error = $prepay_credit->delete;
959 $dbh->rollback if $oldAutoCommit;
960 return "removing prepay_credit (transaction rolled back): $error";
963 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
964 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
966 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
971 =item increment_upbytes SECONDS
973 Updates this customer's single or primary account (see L<FS::svc_acct>) by
974 the specified number of upbytes. If there is an error, returns the error,
975 otherwise returns false.
979 sub increment_upbytes {
980 _increment_column( shift, 'upbytes', @_);
983 =item increment_downbytes SECONDS
985 Updates this customer's single or primary account (see L<FS::svc_acct>) by
986 the specified number of downbytes. If there is an error, returns the error,
987 otherwise returns false.
991 sub increment_downbytes {
992 _increment_column( shift, 'downbytes', @_);
995 =item increment_totalbytes SECONDS
997 Updates this customer's single or primary account (see L<FS::svc_acct>) by
998 the specified number of totalbytes. If there is an error, returns the error,
999 otherwise returns false.
1003 sub increment_totalbytes {
1004 _increment_column( shift, 'totalbytes', @_);
1007 =item increment_seconds SECONDS
1009 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1010 the specified number of seconds. If there is an error, returns the error,
1011 otherwise returns false.
1015 sub increment_seconds {
1016 _increment_column( shift, 'seconds', @_);
1019 =item _increment_column AMOUNT
1021 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1022 the specified number of seconds or bytes. If there is an error, returns
1023 the error, otherwise returns false.
1027 sub _increment_column {
1028 my( $self, $column, $amount ) = @_;
1029 warn "$me increment_column called: $column, $amount\n"
1032 return '' unless $amount;
1034 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1035 $self->ncancelled_pkgs;
1037 if ( ! @cust_pkg ) {
1038 return 'No packages with primary or single services found'.
1039 ' to apply pre-paid time';
1040 } elsif ( scalar(@cust_pkg) > 1 ) {
1041 #maybe have a way to specify the package/account?
1042 return 'Multiple packages found to apply pre-paid time';
1045 my $cust_pkg = $cust_pkg[0];
1046 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1050 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1052 if ( ! @cust_svc ) {
1053 return 'No account found to apply pre-paid time';
1054 } elsif ( scalar(@cust_svc) > 1 ) {
1055 return 'Multiple accounts found to apply pre-paid time';
1058 my $svc_acct = $cust_svc[0]->svc_x;
1059 warn " found service svcnum ". $svc_acct->pkgnum.
1060 ' ('. $svc_acct->email. ")\n"
1063 $column = "increment_$column";
1064 $svc_acct->$column($amount);
1068 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1070 Inserts a prepayment in the specified amount for this customer. An optional
1071 second argument can specify the prepayment identifier for tracking purposes.
1072 If there is an error, returns the error, otherwise returns false.
1076 sub insert_cust_pay_prepay {
1077 shift->insert_cust_pay('PREP', @_);
1080 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1082 Inserts a cash payment in the specified amount for this customer. An optional
1083 second argument can specify the payment identifier for tracking purposes.
1084 If there is an error, returns the error, otherwise returns false.
1088 sub insert_cust_pay_cash {
1089 shift->insert_cust_pay('CASH', @_);
1092 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1094 Inserts a Western Union payment in the specified amount for this customer. An
1095 optional second argument can specify the prepayment identifier for tracking
1096 purposes. If there is an error, returns the error, otherwise returns false.
1100 sub insert_cust_pay_west {
1101 shift->insert_cust_pay('WEST', @_);
1104 sub insert_cust_pay {
1105 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1106 my $payinfo = scalar(@_) ? shift : '';
1108 my $cust_pay = new FS::cust_pay {
1109 'custnum' => $self->custnum,
1110 'paid' => sprintf('%.2f', $amount),
1111 #'_date' => #date the prepaid card was purchased???
1113 'payinfo' => $payinfo,
1119 =item delete [ OPTION => VALUE ... ]
1121 This deletes the customer. If there is an error, returns the error, otherwise
1124 This will completely remove all traces of the customer record. This is not
1125 what you want when a customer cancels service; for that, cancel all of the
1126 customer's packages (see L</cancel>).
1128 If the customer has any uncancelled packages, you need to pass a new (valid)
1129 customer number for those packages to be transferred to, as the "new_customer"
1130 option. Cancelled packages will be deleted. Did I mention that this is NOT
1131 what you want when a customer cancels service and that you really should be
1132 looking at L<FS::cust_pkg/cancel>?
1134 You can't delete a customer with invoices (see L<FS::cust_bill>),
1135 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1136 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1137 set the "delete_financials" option to a true value.
1142 my( $self, %opt ) = @_;
1144 local $SIG{HUP} = 'IGNORE';
1145 local $SIG{INT} = 'IGNORE';
1146 local $SIG{QUIT} = 'IGNORE';
1147 local $SIG{TERM} = 'IGNORE';
1148 local $SIG{TSTP} = 'IGNORE';
1149 local $SIG{PIPE} = 'IGNORE';
1151 my $oldAutoCommit = $FS::UID::AutoCommit;
1152 local $FS::UID::AutoCommit = 0;
1155 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1156 $dbh->rollback if $oldAutoCommit;
1157 return "Can't delete a master agent customer";
1160 #use FS::access_user
1161 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1162 $dbh->rollback if $oldAutoCommit;
1163 return "Can't delete a master employee customer";
1166 tie my %financial_tables, 'Tie::IxHash',
1167 'cust_bill' => 'invoices',
1168 'cust_statement' => 'statements',
1169 'cust_credit' => 'credits',
1170 'cust_pay' => 'payments',
1171 'cust_refund' => 'refunds',
1174 foreach my $table ( keys %financial_tables ) {
1176 my @records = $self->$table();
1178 if ( @records && ! $opt{'delete_financials'} ) {
1179 $dbh->rollback if $oldAutoCommit;
1180 return "Can't delete a customer with ". $financial_tables{$table};
1183 foreach my $record ( @records ) {
1184 my $error = $record->delete;
1186 $dbh->rollback if $oldAutoCommit;
1187 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1193 my @cust_pkg = $self->ncancelled_pkgs;
1195 my $new_custnum = $opt{'new_custnum'};
1196 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1197 $dbh->rollback if $oldAutoCommit;
1198 return "Invalid new customer number: $new_custnum";
1200 foreach my $cust_pkg ( @cust_pkg ) {
1201 my %hash = $cust_pkg->hash;
1202 $hash{'custnum'} = $new_custnum;
1203 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1204 my $error = $new_cust_pkg->replace($cust_pkg,
1205 options => { $cust_pkg->options },
1208 $dbh->rollback if $oldAutoCommit;
1213 my @cancelled_cust_pkg = $self->all_pkgs;
1214 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1215 my $error = $cust_pkg->delete;
1217 $dbh->rollback if $oldAutoCommit;
1222 #cust_tax_adjustment in financials?
1223 #cust_pay_pending? ouch
1224 foreach my $table (qw(
1225 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1226 cust_payby cust_location cust_main_note cust_tax_adjustment
1227 cust_pay_void cust_pay_batch queue cust_tax_exempt
1229 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1230 my $error = $record->delete;
1232 $dbh->rollback if $oldAutoCommit;
1238 my $sth = $dbh->prepare(
1239 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1241 my $errstr = $dbh->errstr;
1242 $dbh->rollback if $oldAutoCommit;
1245 $sth->execute($self->custnum) or do {
1246 my $errstr = $sth->errstr;
1247 $dbh->rollback if $oldAutoCommit;
1253 my $ticket_dbh = '';
1254 if ($conf->config('ticket_system') eq 'RT_Internal') {
1256 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1257 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1258 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1259 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1262 if ( $ticket_dbh ) {
1264 my $ticket_sth = $ticket_dbh->prepare(
1265 'DELETE FROM Links WHERE Target = ?'
1267 my $errstr = $ticket_dbh->errstr;
1268 $dbh->rollback if $oldAutoCommit;
1271 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1273 my $errstr = $ticket_sth->errstr;
1274 $dbh->rollback if $oldAutoCommit;
1278 #check and see if the customer is the only link on the ticket, and
1279 #if so, set the ticket to deleted status in RT?
1280 #maybe someday, for now this will at least fix tickets not displaying
1284 #delete the customer record
1286 my $error = $self->SUPER::delete;
1288 $dbh->rollback if $oldAutoCommit;
1292 # cust_main exports!
1294 #my $export_args = $options{'export_args'} || [];
1297 map qsearch( 'part_export', {exportnum=>$_} ),
1298 $conf->config('cust_main-exports'); #, $agentnum
1300 foreach my $part_export ( @part_export ) {
1301 my $error = $part_export->export_delete( $self ); #, @$export_args);
1303 $dbh->rollback if $oldAutoCommit;
1304 return "exporting to ". $part_export->exporttype.
1305 " (transaction rolled back): $error";
1309 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1314 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1316 Replaces the OLD_RECORD with this one in the database. If there is an error,
1317 returns the error, otherwise returns false.
1319 To change the customer's address, set the pseudo-fields C<bill_location> and
1320 C<ship_location>. The address will still only change if at least one of the
1321 address fields differs from the existing values.
1323 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1324 set as the contact email address for a default contact with the same name as
1327 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1328 I<contact_params>, I<invoicing_list>.
1330 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1331 of tax names and exemption numbers. FS::cust_main_exemption records will be
1332 deleted and inserted as appropriate.
1334 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1335 groups (describing the customer's payment methods and contacts, respectively)
1336 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1337 and L<FS::contact> for the fields these can contain.
1339 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1340 should be used instead if possible.
1347 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1349 : $self->replace_old;
1353 warn "$me replace called\n"
1356 my $curuser = $FS::CurrentUser::CurrentUser;
1357 return "You are not permitted to create complimentary accounts."
1358 if $self->complimentary eq 'Y'
1359 && $self->complimentary ne $old->complimentary
1360 && ! $curuser->access_right('Complimentary customer');
1362 local($ignore_expired_card) = 1
1363 if $old->payby =~ /^(CARD|DCRD)$/
1364 && $self->payby =~ /^(CARD|DCRD)$/
1365 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1367 local($ignore_banned_card) = 1
1368 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1369 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1370 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1372 if ( $self->payby =~ /^(CARD|DCRD)$/
1373 && $old->payinfo ne $self->payinfo
1374 && $old->paymask ne $self->paymask )
1376 my $error = $self->check_payinfo_cardtype;
1377 return $error if $error;
1380 return "Invoicing locale is required"
1383 && $conf->exists('cust_main-require_locale');
1385 local $SIG{HUP} = 'IGNORE';
1386 local $SIG{INT} = 'IGNORE';
1387 local $SIG{QUIT} = 'IGNORE';
1388 local $SIG{TERM} = 'IGNORE';
1389 local $SIG{TSTP} = 'IGNORE';
1390 local $SIG{PIPE} = 'IGNORE';
1392 my $oldAutoCommit = $FS::UID::AutoCommit;
1393 local $FS::UID::AutoCommit = 0;
1396 for my $l (qw(bill_location ship_location)) {
1397 #my $old_loc = $old->$l;
1398 my $new_loc = $self->$l or next;
1400 # find the existing location if there is one
1401 $new_loc->set('custnum' => $self->custnum);
1402 my $error = $new_loc->find_or_insert;
1404 $dbh->rollback if $oldAutoCommit;
1407 $self->set($l.'num', $new_loc->locationnum);
1411 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1412 warn "cust_main::replace: using deprecated invoicing list argument";
1413 $invoicing_list = shift @param;
1416 my %options = @param;
1418 $invoicing_list ||= $options{invoicing_list};
1420 my @contacts = map { $_->contact } $self->cust_contact;
1421 # find a contact that matches the customer's name
1422 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1423 and $_->last eq $old->get('last') }
1425 $implicit_contact ||= FS::contact->new({
1426 'custnum' => $self->custnum,
1427 'locationnum' => $self->get('bill_locationnum'),
1430 # for any of these that are already contact emails, link to the existing
1432 if ( $invoicing_list ) {
1435 # kind of like process_m2m on these, except:
1436 # - the other side is two tables in a join
1437 # - and we might have to create new contact_emails
1438 # - and possibly a new contact
1440 # Find existing invoice emails that aren't on the implicit contact.
1441 # Any of these that are not on the new invoicing list will be removed.
1442 my %old_email_cust_contact;
1443 foreach my $cust_contact ($self->cust_contact) {
1444 next if !$cust_contact->invoice_dest;
1445 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1447 foreach my $contact_email ($cust_contact->contact->contact_email) {
1448 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1452 foreach my $dest (@$invoicing_list) {
1454 if ($dest eq 'POST') {
1456 $self->set('postal_invoice', 'Y');
1458 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1460 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1464 # See if it belongs to some other contact; if so, link it.
1465 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1467 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1468 my $cust_contact = qsearchs('cust_contact', {
1469 contactnum => $contact_email->contactnum,
1470 custnum => $self->custnum,
1471 }) || FS::cust_contact->new({
1472 contactnum => $contact_email->contactnum,
1473 custnum => $self->custnum,
1475 $cust_contact->set('invoice_dest', 'Y');
1476 my $error = $cust_contact->custcontactnum ?
1477 $cust_contact->replace : $cust_contact->insert;
1479 $dbh->rollback if $oldAutoCommit;
1480 return "$error (linking to email address $dest)";
1484 # This email address is not yet linked to any contact, so it will
1485 # be added to the implicit contact.
1486 $email .= ',' if length($email);
1492 foreach my $remove_dest (keys %old_email_cust_contact) {
1493 my $cust_contact = $old_email_cust_contact{$remove_dest};
1494 # These were not in the list of requested destinations, so take them off.
1495 $cust_contact->set('invoice_dest', '');
1496 my $error = $cust_contact->replace;
1498 $dbh->rollback if $oldAutoCommit;
1499 return "$error (unlinking email address $remove_dest)";
1503 # make sure it keeps up with the changed customer name, if any
1504 $implicit_contact->set('last', $self->get('last'));
1505 $implicit_contact->set('first', $self->get('first'));
1506 $implicit_contact->set('emailaddress', $email);
1507 $implicit_contact->set('invoice_dest', 'Y');
1508 $implicit_contact->set('custnum', $self->custnum);
1509 my $i_cust_contact =
1510 qsearchs('cust_contact', {
1511 contactnum => $implicit_contact->contactnum,
1512 custnum => $self->custnum,
1515 $implicit_contact->set($_, $i_cust_contact->$_)
1516 foreach qw( classnum selfservice_access comment );
1519 if ( $implicit_contact->contactnum ) {
1520 $error = $implicit_contact->replace;
1521 } elsif ( length($email) ) { # don't create a new contact if not needed
1522 $error = $implicit_contact->insert;
1526 $dbh->rollback if $oldAutoCommit;
1527 return "$error (adding email address $email)";
1532 # replace the customer record
1533 my $error = $self->SUPER::replace($old);
1536 $dbh->rollback if $oldAutoCommit;
1540 # now move packages to the new service location
1541 $self->set('ship_location', ''); #flush cache
1542 if ( $old->ship_locationnum and # should only be null during upgrade...
1543 $old->ship_locationnum != $self->ship_locationnum ) {
1544 $error = $old->ship_location->move_to($self->ship_location);
1546 $dbh->rollback if $oldAutoCommit;
1550 # don't move packages based on the billing location, but
1551 # disable it if it's no longer in use
1552 if ( $old->bill_locationnum and
1553 $old->bill_locationnum != $self->bill_locationnum ) {
1554 $error = $old->bill_location->disable_if_unused;
1556 $dbh->rollback if $oldAutoCommit;
1561 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1563 #this could be more efficient than deleting and re-inserting, if it matters
1564 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1565 my $error = $cust_tag->delete;
1567 $dbh->rollback if $oldAutoCommit;
1571 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1572 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1573 'custnum' => $self->custnum };
1574 my $error = $cust_tag->insert;
1576 $dbh->rollback if $oldAutoCommit;
1583 my $tax_exemption = delete $options{'tax_exemption'};
1584 if ( $tax_exemption ) {
1586 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1587 if ref($tax_exemption) eq 'ARRAY';
1589 my %cust_main_exemption =
1590 map { $_->taxname => $_ }
1591 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1593 foreach my $taxname ( keys %$tax_exemption ) {
1595 if ( $cust_main_exemption{$taxname} &&
1596 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1599 delete $cust_main_exemption{$taxname};
1603 my $cust_main_exemption = new FS::cust_main_exemption {
1604 'custnum' => $self->custnum,
1605 'taxname' => $taxname,
1606 'exempt_number' => $tax_exemption->{$taxname},
1608 my $error = $cust_main_exemption->insert;
1610 $dbh->rollback if $oldAutoCommit;
1611 return "inserting cust_main_exemption (transaction rolled back): $error";
1615 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1616 my $error = $cust_main_exemption->delete;
1618 $dbh->rollback if $oldAutoCommit;
1619 return "deleting cust_main_exemption (transaction rolled back): $error";
1625 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1627 my $error = $self->process_o2m(
1628 'table' => 'cust_payby',
1629 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1630 'params' => $cust_payby_params,
1631 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1634 $dbh->rollback if $oldAutoCommit;
1640 if ( my $contact_params = delete $options{'contact_params'} ) {
1642 # this can potentially replace contacts that were created by the
1643 # invoicing list argument, but the UI shouldn't allow both of them
1646 my $error = $self->process_o2m(
1647 'table' => 'contact',
1648 'fields' => FS::contact->cgi_contact_fields,
1649 'params' => $contact_params,
1652 $dbh->rollback if $oldAutoCommit;
1658 unless ( $import || $skip_fuzzyfiles ) {
1659 $error = $self->queue_fuzzyfiles_update;
1661 $dbh->rollback if $oldAutoCommit;
1662 return "updating fuzzy search cache: $error";
1666 # tax district update in cust_location
1668 # cust_main exports!
1670 my $export_args = $options{'export_args'} || [];
1673 map qsearch( 'part_export', {exportnum=>$_} ),
1674 $conf->config('cust_main-exports'); #, $agentnum
1676 foreach my $part_export ( @part_export ) {
1677 my $error = $part_export->export_replace( $self, $old, @$export_args);
1679 $dbh->rollback if $oldAutoCommit;
1680 return "exporting to ". $part_export->exporttype.
1681 " (transaction rolled back): $error";
1685 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1690 =item queue_fuzzyfiles_update
1692 Used by insert & replace to update the fuzzy search cache
1696 use FS::cust_main::Search;
1697 sub queue_fuzzyfiles_update {
1700 local $SIG{HUP} = 'IGNORE';
1701 local $SIG{INT} = 'IGNORE';
1702 local $SIG{QUIT} = 'IGNORE';
1703 local $SIG{TERM} = 'IGNORE';
1704 local $SIG{TSTP} = 'IGNORE';
1705 local $SIG{PIPE} = 'IGNORE';
1707 my $oldAutoCommit = $FS::UID::AutoCommit;
1708 local $FS::UID::AutoCommit = 0;
1711 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1712 my $queue = new FS::queue {
1713 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1715 my @args = "cust_main.$field", $self->get($field);
1716 my $error = $queue->insert( @args );
1718 $dbh->rollback if $oldAutoCommit;
1719 return "queueing job (transaction rolled back): $error";
1724 push @locations, $self->bill_location if $self->bill_locationnum;
1725 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1726 foreach my $location (@locations) {
1727 my $queue = new FS::queue {
1728 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1730 my @args = 'cust_location.address1', $location->address1;
1731 my $error = $queue->insert( @args );
1733 $dbh->rollback if $oldAutoCommit;
1734 return "queueing job (transaction rolled back): $error";
1738 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1745 Checks all fields to make sure this is a valid customer record. If there is
1746 an error, returns the error, otherwise returns false. Called by the insert
1747 and replace methods.
1754 warn "$me check BEFORE: \n". $self->_dump
1758 $self->ut_numbern('custnum')
1759 || $self->ut_number('agentnum')
1760 || $self->ut_textn('agent_custid')
1761 || $self->ut_number('refnum')
1762 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1763 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1764 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1765 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1766 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1767 || $self->ut_textn('custbatch')
1768 || $self->ut_name('last')
1769 || $self->ut_name('first')
1770 || $self->ut_snumbern('signupdate')
1771 || $self->ut_snumbern('birthdate')
1772 || $self->ut_namen('spouse_last')
1773 || $self->ut_namen('spouse_first')
1774 || $self->ut_snumbern('spouse_birthdate')
1775 || $self->ut_snumbern('anniversary_date')
1776 || $self->ut_textn('company')
1777 || $self->ut_textn('ship_company')
1778 || $self->ut_anything('comments')
1779 || $self->ut_numbern('referral_custnum')
1780 || $self->ut_textn('stateid')
1781 || $self->ut_textn('stateid_state')
1782 || $self->ut_textn('invoice_terms')
1783 || $self->ut_floatn('cdr_termination_percentage')
1784 || $self->ut_floatn('credit_limit')
1785 || $self->ut_numbern('billday')
1786 || $self->ut_numbern('prorate_day')
1787 || $self->ut_flag('force_prorate_day')
1788 || $self->ut_flag('edit_subject')
1789 || $self->ut_flag('calling_list_exempt')
1790 || $self->ut_flag('invoice_noemail')
1791 || $self->ut_flag('message_noemail')
1792 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1793 || $self->ut_currencyn('currency')
1794 || $self->ut_textn('po_number')
1795 || $self->ut_enum('complimentary', [ '', 'Y' ])
1796 || $self->ut_flag('invoice_ship_address')
1797 || $self->ut_flag('invoice_dest')
1800 foreach (qw(company ship_company)) {
1801 my $company = $self->get($_);
1802 $company =~ s/^\s+//;
1803 $company =~ s/\s+$//;
1804 $company =~ s/\s+/ /g;
1805 $self->set($_, $company);
1808 #barf. need message catalogs. i18n. etc.
1809 $error .= "Please select an advertising source."
1810 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1811 return $error if $error;
1813 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1814 or return "Unknown agent";
1816 if ( $self->currency ) {
1817 my $agent_currency = qsearchs( 'agent_currency', {
1818 'agentnum' => $agent->agentnum,
1819 'currency' => $self->currency,
1821 or return "Agent ". $agent->agent.
1822 " not permitted to offer ". $self->currency. " invoicing";
1825 return "Unknown refnum"
1826 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1828 return "Unknown referring custnum: ". $self->referral_custnum
1829 unless ! $self->referral_custnum
1830 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1832 if ( $self->ss eq '' ) {
1837 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1838 or return "Illegal social security number: ". $self->ss;
1839 $self->ss("$1-$2-$3");
1842 #turn off invoice_ship_address if ship & bill are the same
1843 if ($self->bill_locationnum eq $self->ship_locationnum) {
1844 $self->invoice_ship_address('');
1847 # cust_main_county verification now handled by cust_location check
1850 $self->ut_phonen('daytime', $self->country)
1851 || $self->ut_phonen('night', $self->country)
1852 || $self->ut_phonen('fax', $self->country)
1853 || $self->ut_phonen('mobile', $self->country)
1855 return $error if $error;
1857 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1859 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1862 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1864 : FS::Msgcat::_gettext('daytime');
1865 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1867 : FS::Msgcat::_gettext('night');
1869 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1871 : FS::Msgcat::_gettext('mobile');
1873 return "$daytime_label, $night_label or $mobile_label is required"
1877 ### start of stuff moved to cust_payby
1878 # then mostly kept here to support upgrades (can remove in 5.x)
1879 # but modified to allow everything to be empty
1881 if ( $self->payby ) {
1882 FS::payby->can_payby($self->table, $self->payby)
1883 or return "Illegal payby: ". $self->payby;
1888 $error = $self->ut_numbern('paystart_month')
1889 || $self->ut_numbern('paystart_year')
1890 || $self->ut_numbern('payissue')
1891 || $self->ut_textn('paytype')
1893 return $error if $error;
1895 if ( $self->payip eq '' ) {
1898 $error = $self->ut_ip('payip');
1899 return $error if $error;
1902 # If it is encrypted and the private key is not availaible then we can't
1903 # check the credit card.
1904 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1906 # Need some kind of global flag to accept invalid cards, for testing
1908 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1909 $self->payby =~ /^(CARD|DCRD)$/ ) {
1911 my $payinfo = $self->payinfo;
1912 $payinfo =~ s/\D//g;
1913 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1914 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1916 $self->payinfo($payinfo);
1918 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1920 return gettext('unknown_card_type')
1921 if $self->payinfo !~ /^99\d{14}$/ #token
1922 && cardtype($self->payinfo) eq "Unknown";
1924 unless ( $ignore_banned_card ) {
1925 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1927 if ( $ban->bantype eq 'warn' ) {
1928 #or others depending on value of $ban->reason ?
1929 return '_duplicate_card'.
1930 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1931 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1932 ' (ban# '. $ban->bannum. ')'
1933 unless $self->override_ban_warn;
1935 return 'Banned credit card: banned on '.
1936 time2str('%a %h %o at %r', $ban->_date).
1937 ' by '. $ban->otaker.
1938 ' (ban# '. $ban->bannum. ')';
1943 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1944 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1945 $self->paycvv =~ /^(\d{4})$/
1946 or return "CVV2 (CID) for American Express cards is four digits.";
1949 $self->paycvv =~ /^(\d{3})$/
1950 or return "CVV2 (CVC2/CID) is three digits.";
1957 my $cardtype = cardtype($payinfo);
1958 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1960 return "Start date or issue number is required for $cardtype cards"
1961 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1963 return "Start month must be between 1 and 12"
1964 if $self->paystart_month
1965 and $self->paystart_month < 1 || $self->paystart_month > 12;
1967 return "Start year must be 1990 or later"
1968 if $self->paystart_year
1969 and $self->paystart_year < 1990;
1971 return "Issue number must be beween 1 and 99"
1973 and $self->payissue < 1 || $self->payissue > 99;
1976 $self->paystart_month('');
1977 $self->paystart_year('');
1978 $self->payissue('');
1981 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1982 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1984 my $payinfo = $self->payinfo;
1985 $payinfo =~ s/[^\d\@\.]//g;
1986 if ( $conf->config('echeck-country') eq 'CA' ) {
1987 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1988 or return 'invalid echeck account@branch.bank';
1989 $payinfo = "$1\@$2.$3";
1990 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1991 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1992 $payinfo = "$1\@$2";
1994 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1995 $payinfo = "$1\@$2";
1997 $self->payinfo($payinfo);
2000 unless ( $ignore_banned_card ) {
2001 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2003 if ( $ban->bantype eq 'warn' ) {
2004 #or others depending on value of $ban->reason ?
2005 return '_duplicate_ach' unless $self->override_ban_warn;
2007 return 'Banned ACH account: banned on '.
2008 time2str('%a %h %o at %r', $ban->_date).
2009 ' by '. $ban->otaker.
2010 ' (ban# '. $ban->bannum. ')';
2015 } elsif ( $self->payby eq 'LECB' ) {
2017 my $payinfo = $self->payinfo;
2018 $payinfo =~ s/\D//g;
2019 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2021 $self->payinfo($payinfo);
2024 } elsif ( $self->payby eq 'BILL' ) {
2026 $error = $self->ut_textn('payinfo');
2027 return "Illegal P.O. number: ". $self->payinfo if $error;
2030 } elsif ( $self->payby eq 'COMP' ) {
2032 my $curuser = $FS::CurrentUser::CurrentUser;
2033 if ( ! $self->custnum
2034 && ! $curuser->access_right('Complimentary customer')
2037 return "You are not permitted to create complimentary accounts."
2040 $error = $self->ut_textn('payinfo');
2041 return "Illegal comp account issuer: ". $self->payinfo if $error;
2044 } elsif ( $self->payby eq 'PREPAY' ) {
2046 my $payinfo = $self->payinfo;
2047 $payinfo =~ s/\W//g; #anything else would just confuse things
2048 $self->payinfo($payinfo);
2049 $error = $self->ut_alpha('payinfo');
2050 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2051 return "Unknown prepayment identifier"
2052 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2057 return "You are not permitted to create complimentary accounts."
2059 && $self->complimentary eq 'Y'
2060 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2062 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2063 return "Expiration date required"
2064 # shouldn't payinfo_check do this?
2065 unless ! $self->payby
2066 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2070 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2071 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2072 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2073 ( $m, $y ) = ( $2, "19$1" );
2074 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2075 ( $m, $y ) = ( $3, "20$2" );
2077 return "Illegal expiration date: ". $self->paydate;
2079 $m = sprintf('%02d',$m);
2080 $self->paydate("$y-$m-01");
2081 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2082 return gettext('expired_card')
2084 && !$ignore_expired_card
2085 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2088 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2089 ( ! $conf->exists('require_cardname')
2090 || $self->payby !~ /^(CARD|DCRD)$/ )
2092 $self->payname( $self->first. " ". $self->getfield('last') );
2095 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2096 $self->payname =~ /^([\w \,\.\-\']*)$/
2097 or return gettext('illegal_name'). " payname: ". $self->payname;
2100 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2101 or return gettext('illegal_name'). " payname: ". $self->payname;
2107 ### end of stuff moved to cust_payby
2109 return "Please select an invoicing locale"
2112 && $conf->exists('cust_main-require_locale');
2114 return "Please select a customer class"
2115 if ! $self->classnum
2116 && $conf->exists('cust_main-require_classnum');
2118 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2119 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2123 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2125 warn "$me check AFTER: \n". $self->_dump
2128 $self->SUPER::check;
2131 sub check_payinfo_cardtype {
2134 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2136 my $payinfo = $self->payinfo;
2137 $payinfo =~ s/\D//g;
2139 return '' if $self->tokenized($payinfo); #token
2141 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2142 my $cardtype = cardtype($payinfo);
2144 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2152 Additional checks for replace only.
2157 my ($new,$old) = @_;
2158 #preserve old value if global config is set
2159 if ($old && $conf->exists('invoice-ship_address')) {
2160 $new->invoice_ship_address($old->invoice_ship_address);
2167 Returns a list of fields which have ship_ duplicates.
2172 qw( last first company
2174 address1 address2 city county state zip country
2176 daytime night fax mobile
2180 =item has_ship_address
2182 Returns true if this customer record has a separate shipping address.
2186 sub has_ship_address {
2188 $self->bill_locationnum != $self->ship_locationnum;
2193 Returns a list of key/value pairs, with the following keys: address1,
2194 adddress2, city, county, state, zip, country, district, and geocode. The
2195 shipping address is used if present.
2201 $self->ship_location->location_hash;
2206 Returns all locations (see L<FS::cust_location>) for this customer.
2213 'table' => 'cust_location',
2214 'hashref' => { 'custnum' => $self->custnum,
2215 'prospectnum' => '',
2217 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2223 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2229 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2232 =item cust_payby PAYBY
2234 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2236 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2237 Does not validate PAYBY.
2245 'table' => 'cust_payby',
2246 'hashref' => { 'custnum' => $self->custnum },
2247 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2249 $search->{'extra_sql'} = ' AND payby IN ( '.
2250 join(',', map dbh->quote($_), @payby).
2257 =item has_cust_payby_auto
2259 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2263 sub has_cust_payby_auto {
2266 'table' => 'cust_payby',
2267 'hashref' => { 'custnum' => $self->custnum, },
2268 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2269 'order_by' => 'LIMIT 1',
2276 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2277 and L<FS::cust_pkg>) for this customer, except those on hold.
2279 Returns a list: an empty list on success or a list of errors.
2285 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2290 Unsuspends all suspended packages in the on-hold state (those without setup
2291 dates) for this customer.
2297 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2302 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2304 Returns a list: an empty list on success or a list of errors.
2310 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2313 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2315 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2316 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2317 of a list of pkgparts; the hashref has the following keys:
2321 =item pkgparts - listref of pkgparts
2323 =item (other options are passed to the suspend method)
2328 Returns a list: an empty list on success or a list of errors.
2332 sub suspend_if_pkgpart {
2334 my (@pkgparts, %opt);
2335 if (ref($_[0]) eq 'HASH'){
2336 @pkgparts = @{$_[0]{pkgparts}};
2341 grep { $_->suspend(%opt) }
2342 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2343 $self->unsuspended_pkgs;
2346 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2348 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2349 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2350 instead of a list of pkgparts; the hashref has the following keys:
2354 =item pkgparts - listref of pkgparts
2356 =item (other options are passed to the suspend method)
2360 Returns a list: an empty list on success or a list of errors.
2364 sub suspend_unless_pkgpart {
2366 my (@pkgparts, %opt);
2367 if (ref($_[0]) eq 'HASH'){
2368 @pkgparts = @{$_[0]{pkgparts}};
2373 grep { $_->suspend(%opt) }
2374 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2375 $self->unsuspended_pkgs;
2378 =item cancel [ OPTION => VALUE ... ]
2380 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2381 The cancellation time will be now.
2385 Always returns a list: an empty list on success or a list of errors.
2392 warn "$me cancel called on customer ". $self->custnum. " with options ".
2393 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2395 my @pkgs = $self->ncancelled_pkgs;
2397 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2400 =item cancel_pkgs OPTIONS
2402 Cancels a specified list of packages. OPTIONS can include:
2406 =item cust_pkg - an arrayref of the packages. Required.
2408 =item time - the cancellation time, used to calculate final bills and
2409 unused-time credits if any. Will be passed through to the bill() and
2410 FS::cust_pkg::cancel() methods.
2412 =item quiet - can be set true to supress email cancellation notices.
2414 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2415 reasonnum of an existing reason, or passing a hashref will create a new reason.
2416 The hashref should have the following keys:
2417 typenum - Reason type (see L<FS::reason_type>)
2418 reason - Text of the new reason.
2420 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2421 for the individual packages, parallel to the C<cust_pkg> argument. The
2422 reason and reason_otaker arguments will be taken from those objects.
2424 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2426 =item nobill - can be set true to skip billing if it might otherwise be done.
2431 my( $self, %opt ) = @_;
2433 # we're going to cancel services, which is not reversible
2434 die "cancel_pkgs cannot be run inside a transaction"
2435 if $FS::UID::AutoCommit == 0;
2437 local $FS::UID::AutoCommit = 0;
2439 return ( 'access denied' )
2440 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2442 if ( $opt{'ban'} ) {
2444 foreach my $cust_payby ( $self->cust_payby ) {
2446 #well, if they didn't get decrypted on search, then we don't have to
2447 # try again... queue a job for the server that does have decryption
2448 # capability if we're in a paranoid multi-server implementation?
2449 return ( "Can't (yet) ban encrypted credit cards" )
2450 if $cust_payby->is_encrypted($cust_payby->payinfo);
2452 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2453 my $error = $ban->insert;
2463 my @pkgs = @{ delete $opt{'cust_pkg'} };
2464 my $cancel_time = $opt{'time'} || time;
2466 # bill all packages first, so we don't lose usage, service counts for
2467 # bulk billing, etc.
2468 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2470 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2472 'time' => $cancel_time );
2474 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2476 return ( "Error billing during cancellation: $error" );
2481 $FS::UID::AutoCommit = 1;
2483 # now cancel all services, the same way we would for individual packages.
2484 # if any of them fail, cancel the rest anyway.
2485 my @cust_svc = map { $_->cust_svc } @pkgs;
2486 my @sorted_cust_svc =
2488 sort { $a->[1] <=> $b->[1] }
2489 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2491 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2494 foreach my $cust_svc (@sorted_cust_svc) {
2495 my $part_svc = $cust_svc->part_svc;
2496 next if ( defined($part_svc) and $part_svc->preserve );
2497 my $error = $cust_svc->cancel; # immediate cancel, no date option
2498 push @errors, $error if $error;
2504 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2505 $self->custnum. "\n"
2509 if ($opt{'cust_pkg_reason'}) {
2510 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2516 my $cpr = shift @cprs;
2518 $lopt{'reason'} = $cpr->reasonnum;
2519 $lopt{'reason_otaker'} = $cpr->otaker;
2521 warn "no reason found when canceling package ".$_->pkgnum."\n";
2522 # we're not actually required to pass a reason to cust_pkg::cancel,
2523 # but if we're getting to this point, something has gone awry.
2524 $null_reason ||= FS::reason->new_or_existing(
2525 reason => 'unknown reason',
2526 type => 'Cancel Reason',
2529 $lopt{'reason'} = $null_reason->reasonnum;
2530 $lopt{'reason_otaker'} = $FS::CurrentUser::CurrentUser->username;
2533 my $error = $_->cancel(%lopt);
2534 push @errors, 'pkgnum '.$_->pkgnum.': '.$error if $error;
2540 sub _banned_pay_hashref {
2551 'payby' => $payby2ban{$self->payby},
2552 'payinfo' => $self->payinfo,
2553 #don't ever *search* on reason! #'reason' =>
2559 Returns all notes (see L<FS::cust_main_note>) for this customer.
2564 my($self,$orderby_classnum) = (shift,shift);
2565 my $orderby = "sticky DESC, _date DESC";
2566 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2567 qsearch( 'cust_main_note',
2568 { 'custnum' => $self->custnum },
2570 "ORDER BY $orderby",
2576 Returns the agent (see L<FS::agent>) for this customer.
2580 Returns the agent name (see L<FS::agent>) for this customer.
2586 $self->agent->agent;
2591 Returns any tags associated with this customer, as FS::cust_tag objects,
2592 or an empty list if there are no tags.
2596 Returns any tags associated with this customer, as FS::part_tag objects,
2597 or an empty list if there are no tags.
2603 map $_->part_tag, $self->cust_tag;
2609 Returns the customer class, as an FS::cust_class object, or the empty string
2610 if there is no customer class.
2614 Returns the customer category name, or the empty string if there is no customer
2621 my $cust_class = $self->cust_class;
2623 ? $cust_class->categoryname
2629 Returns the customer class name, or the empty string if there is no customer
2636 my $cust_class = $self->cust_class;
2638 ? $cust_class->classname
2644 Returns the external tax status, as an FS::tax_status object, or the empty
2645 string if there is no tax status.
2651 if ( $self->taxstatusnum ) {
2652 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2660 Returns the tax status code if there is one.
2666 my $tax_status = $self->tax_status;
2668 ? $tax_status->taxstatus
2672 =item BILLING METHODS
2674 Documentation on billing methods has been moved to
2675 L<FS::cust_main::Billing>.
2677 =item REALTIME BILLING METHODS
2679 Documentation on realtime billing methods has been moved to
2680 L<FS::cust_main::Billing_Realtime>.
2684 Removes the I<paycvv> field from the database directly.
2686 If there is an error, returns the error, otherwise returns false.
2688 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2694 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2695 or return dbh->errstr;
2696 $sth->execute($self->custnum)
2697 or return $sth->errstr;
2704 Returns the total owed for this customer on all invoices
2705 (see L<FS::cust_bill/owed>).
2711 $self->total_owed_date(2145859200); #12/31/2037
2714 =item total_owed_date TIME
2716 Returns the total owed for this customer on all invoices with date earlier than
2717 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2718 see L<Time::Local> and L<Date::Parse> for conversion functions.
2722 sub total_owed_date {
2726 my $custnum = $self->custnum;
2728 my $owed_sql = FS::cust_bill->owed_sql;
2731 SELECT SUM($owed_sql) FROM cust_bill
2732 WHERE custnum = $custnum
2736 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2740 =item total_owed_pkgnum PKGNUM
2742 Returns the total owed on all invoices for this customer's specific package
2743 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2747 sub total_owed_pkgnum {
2748 my( $self, $pkgnum ) = @_;
2749 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2752 =item total_owed_date_pkgnum TIME PKGNUM
2754 Returns the total owed for this customer's specific package when using
2755 experimental package balances on all invoices with date earlier than
2756 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2757 see L<Time::Local> and L<Date::Parse> for conversion functions.
2761 sub total_owed_date_pkgnum {
2762 my( $self, $time, $pkgnum ) = @_;
2765 foreach my $cust_bill (
2766 grep { $_->_date <= $time }
2767 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2769 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2771 sprintf( "%.2f", $total_bill );
2777 Returns the total amount of all payments.
2784 $total += $_->paid foreach $self->cust_pay;
2785 sprintf( "%.2f", $total );
2788 =item total_unapplied_credits
2790 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2791 customer. See L<FS::cust_credit/credited>.
2793 =item total_credited
2795 Old name for total_unapplied_credits. Don't use.
2799 sub total_credited {
2800 #carp "total_credited deprecated, use total_unapplied_credits";
2801 shift->total_unapplied_credits(@_);
2804 sub total_unapplied_credits {
2807 my $custnum = $self->custnum;
2809 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2812 SELECT SUM($unapplied_sql) FROM cust_credit
2813 WHERE custnum = $custnum
2816 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2820 =item total_unapplied_credits_pkgnum PKGNUM
2822 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2823 customer. See L<FS::cust_credit/credited>.
2827 sub total_unapplied_credits_pkgnum {
2828 my( $self, $pkgnum ) = @_;
2829 my $total_credit = 0;
2830 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2831 sprintf( "%.2f", $total_credit );
2835 =item total_unapplied_payments
2837 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2838 See L<FS::cust_pay/unapplied>.
2842 sub total_unapplied_payments {
2845 my $custnum = $self->custnum;
2847 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2850 SELECT SUM($unapplied_sql) FROM cust_pay
2851 WHERE custnum = $custnum
2854 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2858 =item total_unapplied_payments_pkgnum PKGNUM
2860 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2861 specific package when using experimental package balances. See
2862 L<FS::cust_pay/unapplied>.
2866 sub total_unapplied_payments_pkgnum {
2867 my( $self, $pkgnum ) = @_;
2868 my $total_unapplied = 0;
2869 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2870 sprintf( "%.2f", $total_unapplied );
2874 =item total_unapplied_refunds
2876 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2877 customer. See L<FS::cust_refund/unapplied>.
2881 sub total_unapplied_refunds {
2883 my $custnum = $self->custnum;
2885 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2888 SELECT SUM($unapplied_sql) FROM cust_refund
2889 WHERE custnum = $custnum
2892 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2898 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2899 total_unapplied_credits minus total_unapplied_payments).
2905 $self->balance_date_range;
2908 =item balance_date TIME
2910 Returns the balance for this customer, only considering invoices with date
2911 earlier than TIME (total_owed_date minus total_credited minus
2912 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2913 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2920 $self->balance_date_range(shift);
2923 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2925 Returns the balance for this customer, optionally considering invoices with
2926 date earlier than START_TIME, and not later than END_TIME
2927 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2929 Times are specified as SQL fragments or numeric
2930 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2931 L<Date::Parse> for conversion functions. The empty string can be passed
2932 to disable that time constraint completely.
2934 Accepts the same options as L<balance_date_sql>:
2938 =item unapplied_date
2940 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)
2944 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2945 time will be ignored. Note that START_TIME and END_TIME only limit the date
2946 range for invoices and I<unapplied> payments, credits, and refunds.
2952 sub balance_date_range {
2954 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2955 ') FROM cust_main WHERE custnum='. $self->custnum;
2956 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2959 =item balance_pkgnum PKGNUM
2961 Returns the balance for this customer's specific package when using
2962 experimental package balances (total_owed plus total_unrefunded, minus
2963 total_unapplied_credits minus total_unapplied_payments)
2967 sub balance_pkgnum {
2968 my( $self, $pkgnum ) = @_;
2971 $self->total_owed_pkgnum($pkgnum)
2972 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2973 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2974 - $self->total_unapplied_credits_pkgnum($pkgnum)
2975 - $self->total_unapplied_payments_pkgnum($pkgnum)
2981 Returns a hash of useful information for making a payment.
2991 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2992 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2993 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2997 For credit card transactions:
3009 For electronic check transactions:
3024 $return{balance} = $self->balance;
3026 $return{payname} = $self->payname
3027 || ( $self->first. ' '. $self->get('last') );
3029 $return{$_} = $self->bill_location->$_
3030 for qw(address1 address2 city state zip);
3032 $return{payby} = $self->payby;
3033 $return{stateid_state} = $self->stateid_state;
3035 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3036 $return{card_type} = cardtype($self->payinfo);
3037 $return{payinfo} = $self->paymask;
3039 @return{'month', 'year'} = $self->paydate_monthyear;
3043 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3044 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3045 $return{payinfo1} = $payinfo1;
3046 $return{payinfo2} = $payinfo2;
3047 $return{paytype} = $self->paytype;
3048 $return{paystate} = $self->paystate;
3052 #doubleclick protection
3054 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3062 Returns the next payment expiration date for this customer. If they have no
3063 payment methods that will expire, returns 0.
3069 # filter out the ones that individually return 0, but then return 0 if
3070 # there are no results
3071 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
3072 min( @epochs ) || 0;
3075 =item paydate_epoch_sql
3077 Returns an SQL expression to get the next payment expiration date for a
3078 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
3079 dates, so that it's safe to test for "will it expire before date X" for any
3084 sub paydate_epoch_sql {
3086 my $paydate = FS::cust_payby->paydate_epoch_sql;
3087 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
3091 my( $self, $taxname ) = @_;
3093 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3094 'taxname' => $taxname,
3099 =item cust_main_exemption
3101 =item invoicing_list
3103 Returns a list of email addresses (with svcnum entries expanded), and the word
3104 'POST' if the customer receives postal invoices.
3108 sub invoicing_list {
3109 my( $self, $arrayref ) = @_;
3112 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
3115 my @emails = $self->invoicing_list_emailonly;
3116 push @emails, 'POST' if $self->get('postal_invoice');
3121 =item check_invoicing_list ARRAYREF
3123 Checks these arguements as valid input for the invoicing_list method. If there
3124 is an error, returns the error, otherwise returns false.
3128 sub check_invoicing_list {
3129 my( $self, $arrayref ) = @_;
3131 foreach my $address ( @$arrayref ) {
3133 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3134 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3137 my $cust_main_invoice = new FS::cust_main_invoice ( {
3138 'custnum' => $self->custnum,
3141 my $error = $self->custnum
3142 ? $cust_main_invoice->check
3143 : $cust_main_invoice->checkdest
3145 return $error if $error;
3149 return "Email address required"
3150 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3151 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3158 Returns the email addresses of all accounts provisioned for this customer.
3165 foreach my $cust_pkg ( $self->all_pkgs ) {
3166 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3168 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3169 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3171 $list{$_}=1 foreach map { $_->email } @svc_acct;
3176 =item invoicing_list_addpost
3178 Adds postal invoicing to this customer. If this customer is already configured
3179 to receive postal invoices, does nothing.
3183 sub invoicing_list_addpost {
3185 if ( $self->get('postal_invoice') eq '' ) {
3186 $self->set('postal_invoice', 'Y');
3187 my $error = $self->replace;
3188 warn $error if $error; # should fail harder, but this is traditional
3192 =item invoicing_list_emailonly
3194 Returns the list of email invoice recipients (invoicing_list without non-email
3195 destinations such as POST and FAX).
3199 sub invoicing_list_emailonly {
3201 warn "$me invoicing_list_emailonly called"
3203 return () if !$self->custnum; # not yet inserted
3204 return map { $_->emailaddress }
3206 table => 'cust_contact',
3207 select => 'emailaddress',
3208 addl_from => ' JOIN contact USING (contactnum) '.
3209 ' JOIN contact_email USING (contactnum)',
3210 hashref => { 'custnum' => $self->custnum, },
3211 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3215 =item invoicing_list_emailonly_scalar
3217 Returns the list of email invoice recipients (invoicing_list without non-email
3218 destinations such as POST and FAX) as a comma-separated scalar.
3222 sub invoicing_list_emailonly_scalar {
3224 warn "$me invoicing_list_emailonly_scalar called"
3226 join(', ', $self->invoicing_list_emailonly);
3229 =item contact_list [ CLASSNUM, ... ]
3231 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3232 a list of contact classnums is given, returns only contacts in those
3233 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
3234 are marked as invoice destinations. If '0' is given, also returns contacts
3237 If no arguments are given, returns all contacts for the customer.
3245 select => 'contact.*, cust_contact.invoice_dest',
3246 addl_from => ' JOIN cust_contact USING (contactnum)',
3247 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
3253 if ( $_ eq 'invoice' ) {
3254 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
3255 } elsif ( $_ eq '0' ) {
3256 push @orwhere, 'cust_contact.classnum is null';
3257 } elsif ( /^\d+$/ ) {
3258 push @classnums, $_;
3260 die "bad classnum argument '$_'";
3265 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
3268 $search->{extra_sql} .= ' AND (' .
3269 join(' OR ', map "( $_ )", @orwhere) .
3276 =item contact_list_email [ CLASSNUM, ... ]
3278 Same as L</contact_list>, but returns email destinations instead of contact
3283 sub contact_list_email {
3285 my @contacts = $self->contact_list(@_);
3287 foreach my $contact (@contacts) {
3288 foreach my $contact_email ($contact->contact_email) {
3289 push @emails, Email::Address->new( $contact->firstlast,
3290 $contact_email->emailaddress
3297 =item referral_custnum_cust_main
3299 Returns the customer who referred this customer (or the empty string, if
3300 this customer was not referred).
3302 Note the difference with referral_cust_main method: This method,
3303 referral_custnum_cust_main returns the single customer (if any) who referred
3304 this customer, while referral_cust_main returns an array of customers referred
3309 sub referral_custnum_cust_main {
3311 return '' unless $self->referral_custnum;
3312 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3315 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3317 Returns an array of customers referred by this customer (referral_custnum set
3318 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3319 customers referred by customers referred by this customer and so on, inclusive.
3320 The default behavior is DEPTH 1 (no recursion).
3322 Note the difference with referral_custnum_cust_main method: This method,
3323 referral_cust_main, returns an array of customers referred BY this customer,
3324 while referral_custnum_cust_main returns the single customer (if any) who
3325 referred this customer.
3329 sub referral_cust_main {
3331 my $depth = @_ ? shift : 1;
3332 my $exclude = @_ ? shift : {};
3335 map { $exclude->{$_->custnum}++; $_; }
3336 grep { ! $exclude->{ $_->custnum } }
3337 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3341 map { $_->referral_cust_main($depth-1, $exclude) }
3348 =item referral_cust_main_ncancelled
3350 Same as referral_cust_main, except only returns customers with uncancelled
3355 sub referral_cust_main_ncancelled {
3357 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3360 =item referral_cust_pkg [ DEPTH ]
3362 Like referral_cust_main, except returns a flat list of all unsuspended (and
3363 uncancelled) packages for each customer. The number of items in this list may
3364 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3368 sub referral_cust_pkg {
3370 my $depth = @_ ? shift : 1;
3372 map { $_->unsuspended_pkgs }
3373 grep { $_->unsuspended_pkgs }
3374 $self->referral_cust_main($depth);
3377 =item referring_cust_main
3379 Returns the single cust_main record for the customer who referred this customer
3380 (referral_custnum), or false.
3384 sub referring_cust_main {
3386 return '' unless $self->referral_custnum;
3387 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3390 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3392 Applies a credit to this customer. If there is an error, returns the error,
3393 otherwise returns false.
3395 REASON can be a text string, an FS::reason object, or a scalar reference to
3396 a reasonnum. If a text string, it will be automatically inserted as a new
3397 reason, and a 'reason_type' option must be passed to indicate the
3398 FS::reason_type for the new reason.
3400 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3401 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3402 I<commission_pkgnum>.
3404 Any other options are passed to FS::cust_credit::insert.
3409 my( $self, $amount, $reason, %options ) = @_;
3411 my $cust_credit = new FS::cust_credit {
3412 'custnum' => $self->custnum,
3413 'amount' => $amount,
3416 if ( ref($reason) ) {
3418 if ( ref($reason) eq 'SCALAR' ) {
3419 $cust_credit->reasonnum( $$reason );
3421 $cust_credit->reasonnum( $reason->reasonnum );
3425 $cust_credit->set('reason', $reason)
3428 $cust_credit->$_( delete $options{$_} )
3429 foreach grep exists($options{$_}),
3430 qw( addlinfo eventnum ),
3431 map "commission_$_", qw( agentnum salesnum pkgnum );
3433 $cust_credit->insert(%options);
3437 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3439 Creates a one-time charge for this customer. If there is an error, returns
3440 the error, otherwise returns false.
3442 New-style, with a hashref of options:
3444 my $error = $cust_main->charge(
3448 'start_date' => str2time('7/4/2009'),
3449 'pkg' => 'Description',
3450 'comment' => 'Comment',
3451 'additional' => [], #extra invoice detail
3452 'classnum' => 1, #pkg_class
3454 'setuptax' => '', # or 'Y' for tax exempt
3456 'locationnum'=> 1234, # optional
3459 'taxclass' => 'Tax class',
3462 'taxproduct' => 2, #part_pkg_taxproduct
3463 'override' => {}, #XXX describe
3465 #will be filled in with the new object
3466 'cust_pkg_ref' => \$cust_pkg,
3468 #generate an invoice immediately
3470 'invoice_terms' => '', #with these terms
3476 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3480 #super false laziness w/quotation::charge
3483 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3484 my ( $pkg, $comment, $additional );
3485 my ( $setuptax, $taxclass ); #internal taxes
3486 my ( $taxproduct, $override ); #vendor (CCH) taxes
3488 my $separate_bill = '';
3489 my $cust_pkg_ref = '';
3490 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3492 my ( $discountnum, $discountnum_amount, $discountnum_percent ) = ( '','','' );
3493 if ( ref( $_[0] ) ) {
3494 $amount = $_[0]->{amount};
3495 $setup_cost = $_[0]->{setup_cost};
3496 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3497 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3498 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3499 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3500 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3501 : '$'. sprintf("%.2f",$amount);
3502 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3503 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3504 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3505 $additional = $_[0]->{additional} || [];
3506 $taxproduct = $_[0]->{taxproductnum};
3507 $override = { '' => $_[0]->{tax_override} };
3508 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3509 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3510 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3511 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3512 $separate_bill = $_[0]->{separate_bill} || '';
3513 $discountnum = $_[0]->{setup_discountnum};
3514 $discountnum_amount = $_[0]->{setup_discountnum_amount};
3515 $discountnum_percent = $_[0]->{setup_discountnum_percent};
3521 $pkg = @_ ? shift : 'One-time charge';
3522 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3524 $taxclass = @_ ? shift : '';
3528 local $SIG{HUP} = 'IGNORE';
3529 local $SIG{INT} = 'IGNORE';
3530 local $SIG{QUIT} = 'IGNORE';
3531 local $SIG{TERM} = 'IGNORE';
3532 local $SIG{TSTP} = 'IGNORE';
3533 local $SIG{PIPE} = 'IGNORE';
3535 my $oldAutoCommit = $FS::UID::AutoCommit;
3536 local $FS::UID::AutoCommit = 0;
3539 my $part_pkg = new FS::part_pkg ( {
3541 'comment' => $comment,
3545 'classnum' => ( $classnum ? $classnum : '' ),
3546 'setuptax' => $setuptax,
3547 'taxclass' => $taxclass,
3548 'taxproductnum' => $taxproduct,
3549 'setup_cost' => $setup_cost,
3552 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3553 ( 0 .. @$additional - 1 )
3555 'additional_count' => scalar(@$additional),
3556 'setup_fee' => $amount,
3559 my $error = $part_pkg->insert( options => \%options,
3560 tax_overrides => $override,
3563 $dbh->rollback if $oldAutoCommit;
3567 my $pkgpart = $part_pkg->pkgpart;
3568 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3569 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3570 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3571 $error = $type_pkgs->insert;
3573 $dbh->rollback if $oldAutoCommit;
3578 my $cust_pkg = new FS::cust_pkg ( {
3579 'custnum' => $self->custnum,
3580 'pkgpart' => $pkgpart,
3581 'quantity' => $quantity,
3582 'start_date' => $start_date,
3583 'no_auto' => $no_auto,
3584 'separate_bill' => $separate_bill,
3585 'locationnum' => $locationnum,
3586 'setup_discountnum' => $discountnum,
3587 'setup_discountnum_amount' => $discountnum_amount,
3588 'setup_discountnum_percent' => $discountnum_percent,
3591 $error = $cust_pkg->insert;
3593 $dbh->rollback if $oldAutoCommit;
3595 } elsif ( $cust_pkg_ref ) {
3596 ${$cust_pkg_ref} = $cust_pkg;
3600 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3601 'pkg_list' => [ $cust_pkg ],
3604 $dbh->rollback if $oldAutoCommit;
3609 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3614 #=item charge_postal_fee
3616 #Applies a one time charge this customer. If there is an error,
3617 #returns the error, returns the cust_pkg charge object or false
3618 #if there was no charge.
3622 # This should be a customer event. For that to work requires that bill
3623 # also be a customer event.
3625 sub charge_postal_fee {
3628 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3629 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3631 my $cust_pkg = new FS::cust_pkg ( {
3632 'custnum' => $self->custnum,
3633 'pkgpart' => $pkgpart,
3637 my $error = $cust_pkg->insert;
3638 $error ? $error : $cust_pkg;
3641 =item num_cust_attachment_deleted
3643 Returns the number of deleted attachments for this customer (see
3644 L<FS::num_cust_attachment>).
3648 sub num_cust_attachments_deleted {
3651 " SELECT COUNT(*) FROM cust_attachment ".
3652 " WHERE custnum = ? AND disabled IS NOT NULL AND disabled > 0",
3659 Returns the most recent invnum (invoice number) for this customer.
3666 " SELECT MAX(invnum) FROM cust_bill WHERE custnum = ?",
3671 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3673 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3675 Optionally, a list or hashref of additional arguments to the qsearch call can
3682 my $opt = ref($_[0]) ? shift : { @_ };
3684 #return $self->num_cust_bill unless wantarray || keys %$opt;
3686 $opt->{'table'} = 'cust_bill';
3687 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3688 $opt->{'hashref'}{'custnum'} = $self->custnum;
3689 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3691 map { $_ } #behavior of sort undefined in scalar context
3692 sort { $a->_date <=> $b->_date }
3696 =item open_cust_bill
3698 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3703 sub open_cust_bill {
3707 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3713 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3715 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3719 sub legacy_cust_bill {
3722 #return $self->num_legacy_cust_bill unless wantarray;
3724 map { $_ } #behavior of sort undefined in scalar context
3725 sort { $a->_date <=> $b->_date }
3726 qsearch({ 'table' => 'legacy_cust_bill',
3727 'hashref' => { 'custnum' => $self->custnum, },
3728 'order_by' => 'ORDER BY _date ASC',
3732 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3734 Returns all the statements (see L<FS::cust_statement>) for this customer.
3736 Optionally, a list or hashref of additional arguments to the qsearch call can
3741 =item cust_bill_void
3743 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3747 sub cust_bill_void {
3750 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3751 sort { $a->_date <=> $b->_date }
3752 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3755 sub cust_statement {
3757 my $opt = ref($_[0]) ? shift : { @_ };
3759 #return $self->num_cust_statement unless wantarray || keys %$opt;
3761 $opt->{'table'} = 'cust_statement';
3762 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3763 $opt->{'hashref'}{'custnum'} = $self->custnum;
3764 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3766 map { $_ } #behavior of sort undefined in scalar context
3767 sort { $a->_date <=> $b->_date }
3771 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3773 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3775 Optionally, a list or hashref of additional arguments to the qsearch call can
3776 be passed following the SVCDB.
3783 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3784 warn "$me svc_x requires a svcdb";
3787 my $opt = ref($_[0]) ? shift : { @_ };
3789 $opt->{'table'} = $svcdb;
3790 $opt->{'addl_from'} =
3791 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3792 ($opt->{'addl_from'} || '');
3794 my $custnum = $self->custnum;
3795 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3796 my $where = "cust_pkg.custnum = $custnum";
3798 my $extra_sql = $opt->{'extra_sql'} || '';
3799 if ( keys %{ $opt->{'hashref'} } ) {
3800 $extra_sql = " AND $where $extra_sql";
3803 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3804 $extra_sql = "WHERE $where AND $1";
3807 $extra_sql = "WHERE $where $extra_sql";
3810 $opt->{'extra_sql'} = $extra_sql;
3815 # required for use as an eventtable;
3818 $self->svc_x('svc_acct', @_);
3823 Returns all the credits (see L<FS::cust_credit>) for this customer.
3830 #return $self->num_cust_credit unless wantarray;
3832 map { $_ } #behavior of sort undefined in scalar context
3833 sort { $a->_date <=> $b->_date }
3834 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3837 =item cust_credit_pkgnum
3839 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3840 package when using experimental package balances.
3844 sub cust_credit_pkgnum {
3845 my( $self, $pkgnum ) = @_;
3846 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3847 sort { $a->_date <=> $b->_date }
3848 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3849 'pkgnum' => $pkgnum,
3854 =item cust_credit_void
3856 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3860 sub cust_credit_void {
3863 sort { $a->_date <=> $b->_date }
3864 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3869 Returns all the payments (see L<FS::cust_pay>) for this customer.
3875 my $opt = ref($_[0]) ? shift : { @_ };
3877 return $self->num_cust_pay unless wantarray || keys %$opt;
3879 $opt->{'table'} = 'cust_pay';
3880 $opt->{'hashref'}{'custnum'} = $self->custnum;
3882 map { $_ } #behavior of sort undefined in scalar context
3883 sort { $a->_date <=> $b->_date }
3890 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3891 called automatically when the cust_pay method is used in a scalar context.
3897 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3898 my $sth = dbh->prepare($sql) or die dbh->errstr;
3899 $sth->execute($self->custnum) or die $sth->errstr;
3900 $sth->fetchrow_arrayref->[0];
3903 =item unapplied_cust_pay
3905 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3909 sub unapplied_cust_pay {
3913 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3919 =item cust_pay_pkgnum
3921 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3922 package when using experimental package balances.
3926 sub cust_pay_pkgnum {
3927 my( $self, $pkgnum ) = @_;
3928 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3929 sort { $a->_date <=> $b->_date }
3930 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3931 'pkgnum' => $pkgnum,
3938 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3944 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3945 sort { $a->_date <=> $b->_date }
3946 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3949 =item cust_pay_pending
3951 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3952 (without status "done").
3956 sub cust_pay_pending {
3958 return $self->num_cust_pay_pending unless wantarray;
3959 sort { $a->_date <=> $b->_date }
3960 qsearch( 'cust_pay_pending', {
3961 'custnum' => $self->custnum,
3962 'status' => { op=>'!=', value=>'done' },
3967 =item cust_pay_pending_attempt
3969 Returns all payment attempts / declined payments for this customer, as pending
3970 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3971 a corresponding payment (see L<FS::cust_pay>).
3975 sub cust_pay_pending_attempt {
3977 return $self->num_cust_pay_pending_attempt unless wantarray;
3978 sort { $a->_date <=> $b->_date }
3979 qsearch( 'cust_pay_pending', {
3980 'custnum' => $self->custnum,
3987 =item num_cust_pay_pending
3989 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3990 customer (without status "done"). Also called automatically when the
3991 cust_pay_pending method is used in a scalar context.
3995 sub num_cust_pay_pending {
3998 " SELECT COUNT(*) FROM cust_pay_pending ".
3999 " WHERE custnum = ? AND status != 'done' ",
4004 =item num_cust_pay_pending_attempt
4006 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4007 customer, with status "done" but without a corresp. Also called automatically when the
4008 cust_pay_pending method is used in a scalar context.
4012 sub num_cust_pay_pending_attempt {
4015 " SELECT COUNT(*) FROM cust_pay_pending ".
4016 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4023 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4029 map { $_ } #return $self->num_cust_refund unless wantarray;
4030 sort { $a->_date <=> $b->_date }
4031 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4034 =item display_custnum
4036 Returns the displayed customer number for this customer: agent_custid if
4037 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4041 sub display_custnum {
4044 return $self->agent_custid
4045 if $default_agent_custid && $self->agent_custid;
4047 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4051 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4052 } elsif ( $custnum_display_length ) {
4053 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4055 return $self->custnum;
4061 Returns a name string for this customer, either "Company (Last, First)" or
4068 my $name = $self->contact;
4069 $name = $self->company. " ($name)" if $self->company;
4073 =item service_contact
4075 Returns the L<FS::contact> object for this customer that has the 'Service'
4076 contact class, or undef if there is no such contact. Deprecated; don't use
4081 sub service_contact {
4083 if ( !exists($self->{service_contact}) ) {
4084 my $classnum = $self->scalar_sql(
4085 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4086 ) || 0; #if it's zero, qsearchs will return nothing
4087 my $cust_contact = qsearchs('cust_contact', {
4088 'classnum' => $classnum,
4089 'custnum' => $self->custnum,
4091 $self->{service_contact} = $cust_contact->contact if $cust_contact;
4093 $self->{service_contact};
4098 Returns a name string for this (service/shipping) contact, either
4099 "Company (Last, First)" or "Last, First".
4106 my $name = $self->ship_contact;
4107 $name = $self->company. " ($name)" if $self->company;
4113 Returns a name string for this customer, either "Company" or "First Last".
4119 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4122 =item ship_name_short
4124 Returns a name string for this (service/shipping) contact, either "Company"
4129 sub ship_name_short {
4131 $self->service_contact
4132 ? $self->ship_contact_firstlast
4138 Returns this customer's full (billing) contact name only, "Last, First"
4144 $self->get('last'). ', '. $self->first;
4149 Returns this customer's full (shipping) contact name only, "Last, First"
4155 my $contact = $self->service_contact || $self;
4156 $contact->get('last') . ', ' . $contact->get('first');
4159 =item contact_firstlast
4161 Returns this customers full (billing) contact name only, "First Last".
4165 sub contact_firstlast {
4167 $self->first. ' '. $self->get('last');
4170 =item ship_contact_firstlast
4172 Returns this customer's full (shipping) contact name only, "First Last".
4176 sub ship_contact_firstlast {
4178 my $contact = $self->service_contact || $self;
4179 $contact->get('first') . ' '. $contact->get('last');
4182 sub bill_country_full {
4184 $self->bill_location->country_full;
4187 sub ship_country_full {
4189 $self->ship_location->country_full;
4192 =item county_state_county [ PREFIX ]
4194 Returns a string consisting of just the county, state and country.
4198 sub county_state_country {
4201 if ( @_ && $_[0] && $self->has_ship_address ) {
4202 $locationnum = $self->ship_locationnum;
4204 $locationnum = $self->bill_locationnum;
4206 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4207 $cust_location->county_state_country;
4210 =item geocode DATA_VENDOR
4212 Returns a value for the customer location as encoded by DATA_VENDOR.
4213 Currently this only makes sense for "CCH" as DATA_VENDOR.
4221 Returns a status string for this customer, currently:
4227 No packages have ever been ordered. Displayed as "No packages".
4231 Recurring packages all are new (not yet billed).
4235 One or more recurring packages is active.
4239 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4243 All non-cancelled recurring packages are suspended.
4247 All recurring packages are cancelled.
4251 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4252 cust_main-status_module configuration option.
4256 sub status { shift->cust_status(@_); }
4260 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4261 for my $status ( FS::cust_main->statuses() ) {
4262 my $method = $status.'_sql';
4263 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4264 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4265 $sth->execute( ($self->custnum) x $numnum )
4266 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4267 if ( $sth->fetchrow_arrayref->[0] ) {
4268 $self->hashref->{cust_status} = $status;
4274 =item is_status_delay_cancel
4276 Returns true if customer status is 'suspended'
4277 and all suspended cust_pkg return true for
4278 cust_pkg->is_status_delay_cancel.
4280 This is not a real status, this only meant for hacking display
4281 values, because otherwise treating the customer as suspended is
4282 really the whole point of the delay_cancel option.
4286 sub is_status_delay_cancel {
4288 return 0 unless $self->status eq 'suspended';
4289 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4290 return 0 unless $cust_pkg->is_status_delay_cancel;
4295 =item ucfirst_cust_status
4297 =item ucfirst_status
4299 Deprecated, use the cust_status_label method instead.
4301 Returns the status with the first character capitalized.
4305 sub ucfirst_status {
4306 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4307 local($ucfirst_nowarn) = 1;
4308 shift->ucfirst_cust_status(@_);
4311 sub ucfirst_cust_status {
4312 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4314 ucfirst($self->cust_status);
4317 =item cust_status_label
4321 Returns the display label for this status.
4325 sub status_label { shift->cust_status_label(@_); }
4327 sub cust_status_label {
4329 __PACKAGE__->statuslabels->{$self->cust_status};
4334 Returns a hex triplet color string for this customer's status.
4338 sub statuscolor { shift->cust_statuscolor(@_); }
4340 sub cust_statuscolor {
4342 __PACKAGE__->statuscolors->{$self->cust_status};
4345 =item tickets [ STATUS ]
4347 Returns an array of hashes representing the customer's RT tickets.
4349 An optional status (or arrayref or hashref of statuses) may be specified.
4355 my $status = ( @_ && $_[0] ) ? shift : '';
4357 my $num = $conf->config('cust_main-max_tickets') || 10;
4360 if ( $conf->config('ticket_system') ) {
4361 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4363 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4372 foreach my $priority (
4373 $conf->config('ticket_system-custom_priority_field-values'), ''
4375 last if scalar(@tickets) >= $num;
4377 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4378 $num - scalar(@tickets),
4389 =item appointments [ STATUS ]
4391 Returns an array of hashes representing the customer's RT tickets which
4398 my $status = ( @_ && $_[0] ) ? shift : '';
4400 return () unless $conf->config('ticket_system');
4402 my $queueid = $conf->config('ticket_system-appointment-queueid');
4404 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4413 # Return services representing svc_accts in customer support packages
4414 sub support_services {
4416 my %packages = map { $_ => 1 } $conf->config('support_packages');
4418 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4419 grep { $_->part_svc->svcdb eq 'svc_acct' }
4420 map { $_->cust_svc }
4421 grep { exists $packages{ $_->pkgpart } }
4422 $self->ncancelled_pkgs;
4426 # Return a list of latitude/longitude for one of the services (if any)
4427 sub service_coordinates {
4431 grep { $_->latitude && $_->longitude }
4433 map { $_->cust_svc }
4434 $self->ncancelled_pkgs;
4436 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4441 Returns a masked version of the named field
4446 my ($self,$field) = @_;
4450 'x'x(length($self->getfield($field))-4).
4451 substr($self->getfield($field), (length($self->getfield($field))-4));
4455 =item payment_history
4457 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4458 cust_credit and cust_refund objects. Each hashref has the following fields:
4460 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4462 I<date> - value of _date field, unix timestamp
4464 I<date_pretty> - user-friendly date
4466 I<description> - user-friendly description of item
4468 I<amount> - impact of item on user's balance
4469 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4470 Not to be confused with the native 'amount' field in cust_credit, see below.
4472 I<amount_pretty> - includes money char
4474 I<balance> - customer balance, chronologically as of this item
4476 I<balance_pretty> - includes money char
4478 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4480 I<paid> - amount paid for cust_pay records, undef for other types
4482 I<credit> - amount credited for cust_credit records, undef for other types.
4483 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4485 I<refund> - amount refunded for cust_refund records, undef for other types
4487 The four table-specific keys always have positive values, whether they reflect charges or payments.
4489 The following options may be passed to this method:
4491 I<line_items> - if true, returns charges ('Line item') rather than invoices
4493 I<start_date> - unix timestamp, only include records on or after.
4494 If specified, an item of type 'Previous' will also be included.
4495 It does not have table-specific fields.
4497 I<end_date> - unix timestamp, only include records before
4499 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4501 I<conf> - optional already-loaded FS::Conf object.
4505 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4506 # and also for sending customer statements, which should both be kept customer-friendly.
4507 # If you add anything that shouldn't be passed on through the API or exposed
4508 # to customers, add a new option to include it, don't include it by default
4509 sub payment_history {
4511 my $opt = ref($_[0]) ? $_[0] : { @_ };
4513 my $conf = $$opt{'conf'} || new FS::Conf;
4514 my $money_char = $conf->config("money_char") || '$',
4516 #first load entire history,
4517 #need previous to calculate previous balance
4518 #loading after end_date shouldn't hurt too much?
4520 if ( $$opt{'line_items'} ) {
4522 foreach my $cust_bill ( $self->cust_bill ) {
4525 'type' => 'Line item',
4526 'description' => $_->desc( $self->locale ).
4527 ( $_->sdate && $_->edate
4528 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4529 ' To '. time2str('%d-%b-%Y', $_->edate)
4532 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4533 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4534 'date' => $cust_bill->_date,
4535 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4537 foreach $cust_bill->cust_bill_pkg;
4544 'type' => 'Invoice',
4545 'description' => 'Invoice #'. $_->display_invnum,
4546 'amount' => sprintf('%.2f', $_->charged ),
4547 'charged' => sprintf('%.2f', $_->charged ),
4548 'date' => $_->_date,
4549 'date_pretty' => $self->time2str_local('short', $_->_date ),
4551 foreach $self->cust_bill;
4556 'type' => 'Payment',
4557 'description' => 'Payment', #XXX type
4558 'amount' => sprintf('%.2f', 0 - $_->paid ),
4559 'paid' => sprintf('%.2f', $_->paid ),
4560 'date' => $_->_date,
4561 'date_pretty' => $self->time2str_local('short', $_->_date ),
4563 foreach $self->cust_pay;
4567 'description' => 'Credit', #more info?
4568 'amount' => sprintf('%.2f', 0 -$_->amount ),
4569 'credit' => sprintf('%.2f', $_->amount ),
4570 'date' => $_->_date,
4571 'date_pretty' => $self->time2str_local('short', $_->_date ),
4573 foreach $self->cust_credit;
4577 'description' => 'Refund', #more info? type, like payment?
4578 'amount' => $_->refund,
4579 'refund' => $_->refund,
4580 'date' => $_->_date,
4581 'date_pretty' => $self->time2str_local('short', $_->_date ),
4583 foreach $self->cust_refund;
4585 #put it all in chronological order
4586 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4588 #calculate balance, filter items outside date range
4592 foreach my $item (@history) {
4593 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4594 $balance += $$item{'amount'};
4595 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4596 $previous += $$item{'amount'};
4599 $$item{'balance'} = sprintf("%.2f",$balance);
4600 foreach my $key ( qw(amount balance) ) {
4601 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4606 # start with previous balance, if there was one
4609 'type' => 'Previous',
4610 'description' => 'Previous balance',
4611 'amount' => sprintf("%.2f",$previous),
4612 'balance' => sprintf("%.2f",$previous),
4613 'date' => $$opt{'start_date'},
4614 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4616 #false laziness with above
4617 foreach my $key ( qw(amount balance) ) {
4618 $$item{$key.'_pretty'} = $$item{$key};
4619 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4621 unshift(@out,$item);
4624 @out = reverse @history if $$opt{'reverse_sort'};
4629 =item save_cust_payby
4631 Saves a new cust_payby for this customer, replacing an existing entry only
4632 in select circumstances. Does not validate input.
4634 If auto is specified, marks this as the customer's primary method, or the
4635 specified weight. Existing payment methods have their weight incremented as
4638 If bill_location is specified with auto, also sets location in cust_main.
4640 Will not insert complete duplicates of existing records, or records in which the
4641 only difference from an existing record is to turn off automatic payment (will
4642 return without error.) Will replace existing records in which the only difference
4643 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4644 Fields marked as preserved are optional, and existing values will not be overwritten with
4645 blanks when replacing.
4647 Accepts the following named parameters:
4657 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4661 optional, set higher than 1 for secondary, etc.
4669 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4677 optional, will be preserved when replacing
4685 CARD only, required, FS::cust_location object
4687 =item paystart_month
4689 CARD only, optional, will be preserved when replacing
4693 CARD only, optional, will be preserved when replacing
4697 CARD only, optional, will be preserved when replacing
4701 CARD only, only used if conf cvv-save is set appropriately
4711 =item saved_cust_payby
4713 scalar reference, for returning saved object
4719 #The code for this option is in place, but it's not currently used
4723 # existing cust_payby object to be replaced (must match custnum)
4725 # stateid/stateid_state/ss are not currently supported in cust_payby,
4726 # might not even work properly in 4.x, but will need to work here if ever added
4728 sub save_cust_payby {
4732 my $old = $opt{'replace'};
4733 my $new = new FS::cust_payby { $old ? $old->hash : () };
4734 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4735 $new->set( 'custnum' => $self->custnum );
4737 my $payby = $opt{'payment_payby'};
4738 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4740 # don't allow turning off auto when replacing
4741 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4743 my @check_existing; # payby relevant to this payment_payby
4745 # set payby based on auto
4746 if ( $payby eq 'CARD' ) {
4747 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4748 @check_existing = qw( CARD DCRD );
4749 } elsif ( $payby eq 'CHEK' ) {
4750 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4751 @check_existing = qw( CHEK DCHK );
4754 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4757 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4758 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4759 $new->set( 'payname' => $opt{'payname'} );
4760 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4762 my $conf = new FS::Conf;
4764 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4765 if ( $payby eq 'CARD' &&
4766 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4767 || $conf->exists('business-onlinepayment-verification')
4770 $new->set( 'paycvv' => $opt{'paycvv'} );
4772 $new->set( 'paycvv' => '');
4775 local $SIG{HUP} = 'IGNORE';
4776 local $SIG{INT} = 'IGNORE';
4777 local $SIG{QUIT} = 'IGNORE';
4778 local $SIG{TERM} = 'IGNORE';
4779 local $SIG{TSTP} = 'IGNORE';
4780 local $SIG{PIPE} = 'IGNORE';
4782 my $oldAutoCommit = $FS::UID::AutoCommit;
4783 local $FS::UID::AutoCommit = 0;
4786 # set fields specific to payment_payby
4787 if ( $payby eq 'CARD' ) {
4788 if ($opt{'bill_location'}) {
4789 $opt{'bill_location'}->set('custnum' => $self->custnum);
4790 my $error = $opt{'bill_location'}->find_or_insert;
4792 $dbh->rollback if $oldAutoCommit;
4795 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4797 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4798 $new->set( $field => $opt{$field} );
4801 foreach my $field ( qw(paytype paystate) ) {
4802 $new->set( $field => $opt{$field} );
4806 # other cust_payby to compare this to
4807 my @existing = $self->cust_payby(@check_existing);
4809 # fields that can overwrite blanks with values, but not values with blanks
4810 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4812 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4814 # generally, we don't want to overwrite existing cust_payby with this,
4815 # but we can replace if we're only marking it auto or adding a preserved field
4816 # and we can avoid saving a total duplicate or merely turning off auto
4818 foreach my $cust_payby (@existing) {
4819 # check fields that absolutely should not change
4820 foreach my $field ($new->fields) {
4821 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4822 next if grep(/^$field$/, @preserve );
4823 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4825 # now check fields that can replace if one value is blank
4827 foreach my $field (@preserve) {
4829 ( $new->get($field) and !$cust_payby->get($field) ) or
4830 ( $cust_payby->get($field) and !$new->get($field) )
4832 # prevention of overwriting values with blanks happens farther below
4834 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4838 unless ( $replace ) {
4839 # nearly identical, now check weight
4840 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4841 # ignore identical cust_payby, and ignore attempts to turn off auto
4842 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4843 $skip_cust_payby = 1;
4846 # otherwise, only change is to mark this as primary
4848 # if we got this far, we're definitely replacing
4855 $new->set( 'custpaybynum' => $old->custpaybynum );
4856 # don't turn off automatic payment (but allow it to be turned on)
4857 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4859 $new->set( 'payby' => $old->payby );
4860 $new->set( 'weight' => 1 );
4862 # make sure we're not overwriting values with blanks
4863 foreach my $field (@preserve) {
4864 if ( $old->get($field) and !$new->get($field) ) {
4865 $new->set( $field => $old->get($field) );
4870 # only overwrite cust_main bill_location if auto
4871 if ($opt{'auto'} && $opt{'bill_location'}) {
4872 $self->set('bill_location' => $opt{'bill_location'});
4873 my $error = $self->replace;
4875 $dbh->rollback if $oldAutoCommit;
4880 # done with everything except reweighting and saving cust_payby
4881 # still need to commit changes to cust_main and cust_location
4882 if ($skip_cust_payby) {
4883 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4887 # re-weight existing primary cust_pay for this payby
4889 foreach my $cust_payby (@existing) {
4890 # relies on cust_payby return order
4891 last unless $cust_payby->payby !~ /^D/;
4892 last if $cust_payby->weight > 1;
4893 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4894 next if $cust_payby->weight < ($opt{'weight'} || 1);
4895 $cust_payby->weight( $cust_payby->weight + 1 );
4896 my $error = $cust_payby->replace;
4898 $dbh->rollback if $oldAutoCommit;
4899 return "Error reweighting cust_payby: $error";
4904 # finally, save cust_payby
4905 my $error = $old ? $new->replace($old) : $new->insert;
4907 $dbh->rollback if $oldAutoCommit;
4911 ${$opt{'saved_cust_payby'}} = $new
4912 if $opt{'saved_cust_payby'};
4914 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4919 =item remove_cvv_from_cust_payby PAYINFO
4921 Removes paycvv from associated cust_payby with matching PAYINFO.
4925 sub remove_cvv_from_cust_payby {
4926 my ($self,$payinfo) = @_;
4928 my $oldAutoCommit = $FS::UID::AutoCommit;
4929 local $FS::UID::AutoCommit = 0;
4932 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4933 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4934 $cust_payby->paycvv('');
4935 my $error = $cust_payby->replace;
4937 $dbh->rollback if $oldAutoCommit;
4942 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4948 =head1 CLASS METHODS
4954 Class method that returns the list of possible status strings for customers
4955 (see L<the status method|/status>). For example:
4957 @statuses = FS::cust_main->statuses();
4963 keys %{ $self->statuscolors };
4966 =item cust_status_sql
4968 Returns an SQL fragment to determine the status of a cust_main record, as a
4973 sub cust_status_sql {
4975 for my $status ( FS::cust_main->statuses() ) {
4976 my $method = $status.'_sql';
4977 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4986 Returns an SQL expression identifying prospective cust_main records (customers
4987 with no packages ever ordered)
4991 use vars qw($select_count_pkgs);
4992 $select_count_pkgs =
4993 "SELECT COUNT(*) FROM cust_pkg
4994 WHERE cust_pkg.custnum = cust_main.custnum";
4996 sub select_count_pkgs_sql {
5001 " 0 = ( $select_count_pkgs ) ";
5006 Returns an SQL expression identifying ordered cust_main records (customers with
5007 no active packages, but recurring packages not yet setup or one time charges
5013 FS::cust_main->none_active_sql.
5014 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
5019 Returns an SQL expression identifying active cust_main records (customers with
5020 active recurring packages).
5025 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
5028 =item none_active_sql
5030 Returns an SQL expression identifying cust_main records with no active
5031 recurring packages. This includes customers of status prospect, ordered,
5032 inactive, and suspended.
5036 sub none_active_sql {
5037 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
5042 Returns an SQL expression identifying inactive cust_main records (customers with
5043 no active recurring packages, but otherwise unsuspended/uncancelled).
5048 FS::cust_main->none_active_sql.
5049 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
5055 Returns an SQL expression identifying suspended cust_main records.
5060 sub suspended_sql { susp_sql(@_); }
5062 FS::cust_main->none_active_sql.
5063 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
5069 Returns an SQL expression identifying cancelled cust_main records.
5073 sub cancel_sql { shift->cancelled_sql(@_); }
5076 =item uncancelled_sql
5078 Returns an SQL expression identifying un-cancelled cust_main records.
5082 sub uncancelled_sql { uncancel_sql(@_); }
5085 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
5090 Returns an SQL fragment to retreive the balance.
5095 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5096 WHERE cust_bill.custnum = cust_main.custnum )
5097 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5098 WHERE cust_pay.custnum = cust_main.custnum )
5099 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5100 WHERE cust_credit.custnum = cust_main.custnum )
5101 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5102 WHERE cust_refund.custnum = cust_main.custnum )
5105 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5107 Returns an SQL fragment to retreive the balance for this customer, optionally
5108 considering invoices with date earlier than START_TIME, and not
5109 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5110 total_unapplied_payments).
5112 Times are specified as SQL fragments or numeric
5113 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5114 L<Date::Parse> for conversion functions. The empty string can be passed
5115 to disable that time constraint completely.
5117 Available options are:
5121 =item unapplied_date
5123 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)
5128 set to true to remove all customer comparison clauses, for totals
5133 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5138 JOIN clause (typically used with the total option)
5142 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5143 time will be ignored. Note that START_TIME and END_TIME only limit the date
5144 range for invoices and I<unapplied> payments, credits, and refunds.
5150 sub balance_date_sql {
5151 my( $class, $start, $end, %opt ) = @_;
5153 my $cutoff = $opt{'cutoff'};
5155 my $owed = FS::cust_bill->owed_sql($cutoff);
5156 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5157 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5158 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5160 my $j = $opt{'join'} || '';
5162 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5163 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5164 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5165 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5167 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5168 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5169 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5170 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5175 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5177 Returns an SQL fragment to retreive the total unapplied payments for this
5178 customer, only considering payments with date earlier than START_TIME, and
5179 optionally not later than END_TIME.
5181 Times are specified as SQL fragments or numeric
5182 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5183 L<Date::Parse> for conversion functions. The empty string can be passed
5184 to disable that time constraint completely.
5186 Available options are:
5190 sub unapplied_payments_date_sql {
5191 my( $class, $start, $end, %opt ) = @_;
5193 my $cutoff = $opt{'cutoff'};
5195 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5197 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5198 'unapplied_date'=>1 );
5200 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5203 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5205 Helper method for balance_date_sql; name (and usage) subject to change
5206 (suggestions welcome).
5208 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5209 cust_refund, cust_credit or cust_pay).
5211 If TABLE is "cust_bill" or the unapplied_date option is true, only
5212 considers records with date earlier than START_TIME, and optionally not
5213 later than END_TIME .
5217 sub _money_table_where {
5218 my( $class, $table, $start, $end, %opt ) = @_;
5221 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5222 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5223 push @where, "$table._date <= $start" if defined($start) && length($start);
5224 push @where, "$table._date > $end" if defined($end) && length($end);
5226 push @where, @{$opt{'where'}} if $opt{'where'};
5227 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5233 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5234 use FS::cust_main::Search;
5237 FS::cust_main::Search->search(@_);
5246 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5248 #Deprecated. Use event notification and message templates
5249 #(L<FS::msg_template>) instead.
5251 #Sends a templated email notification to the customer (see L<Text::Template>).
5253 #OPTIONS is a hash and may include
5255 #I<from> - the email sender (default is invoice_from)
5257 #I<to> - comma-separated scalar or arrayref of recipients
5258 # (default is invoicing_list)
5260 #I<subject> - The subject line of the sent email notification
5261 # (default is "Notice from company_name")
5263 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5266 #The following variables are vavailable in the template.
5268 #I<$first> - the customer first name
5269 #I<$last> - the customer last name
5270 #I<$company> - the customer company
5271 #I<$payby> - a description of the method of payment for the customer
5272 # # would be nice to use FS::payby::shortname
5273 #I<$payinfo> - the account information used to collect for this customer
5274 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5279 # my ($self, $template, %options) = @_;
5281 # return unless $conf->exists($template);
5283 # my $from = $conf->invoice_from_full($self->agentnum)
5284 # if $conf->exists('invoice_from', $self->agentnum);
5285 # $from = $options{from} if exists($options{from});
5287 # my $to = join(',', $self->invoicing_list_emailonly);
5288 # $to = $options{to} if exists($options{to});
5290 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5291 # if $conf->exists('company_name', $self->agentnum);
5292 # $subject = $options{subject} if exists($options{subject});
5294 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5295 # SOURCE => [ map "$_\n",
5296 # $conf->config($template)]
5298 # or die "can't create new Text::Template object: Text::Template::ERROR";
5299 # $notify_template->compile()
5300 # or die "can't compile template: Text::Template::ERROR";
5302 # $FS::notify_template::_template::company_name =
5303 # $conf->config('company_name', $self->agentnum);
5304 # $FS::notify_template::_template::company_address =
5305 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5307 # my $paydate = $self->paydate || '2037-12-31';
5308 # $FS::notify_template::_template::first = $self->first;
5309 # $FS::notify_template::_template::last = $self->last;
5310 # $FS::notify_template::_template::company = $self->company;
5311 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5312 # my $payby = $self->payby;
5313 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5314 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5316 # #credit cards expire at the end of the month/year of their exp date
5317 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5318 # $FS::notify_template::_template::payby = 'credit card';
5319 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5320 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5322 # }elsif ($payby eq 'COMP') {
5323 # $FS::notify_template::_template::payby = 'complimentary account';
5325 # $FS::notify_template::_template::payby = 'current method';
5327 # $FS::notify_template::_template::expdate = $expire_time;
5329 # for (keys %{$options{extra_fields}}){
5331 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5334 # send_email(from => $from,
5336 # subject => $subject,
5337 # body => $notify_template->fill_in( PACKAGE =>
5338 # 'FS::notify_template::_template' ),
5343 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5345 Generates a templated notification to the customer (see L<Text::Template>).
5347 OPTIONS is a hash and may include
5349 I<extra_fields> - a hashref of name/value pairs which will be substituted
5350 into the template. These values may override values mentioned below
5351 and those from the customer record.
5353 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5355 The following variables are available in the template instead of or in addition
5356 to the fields of the customer record.
5358 I<$payby> - a description of the method of payment for the customer
5359 # would be nice to use FS::payby::shortname
5360 I<$payinfo> - the masked account information used to collect for this customer
5361 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5362 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5366 # a lot like cust_bill::print_latex
5367 sub generate_letter {
5368 my ($self, $template, %options) = @_;
5370 warn "Template $template does not exist" && return
5371 unless $conf->exists($template) || $options{'template_text'};
5373 my $template_source = $options{'template_text'}
5374 ? [ $options{'template_text'} ]
5375 : [ map "$_\n", $conf->config($template) ];
5377 my $letter_template = new Text::Template
5379 SOURCE => $template_source,
5380 DELIMITERS => [ '[@--', '--@]' ],
5382 or die "can't create new Text::Template object: Text::Template::ERROR";
5384 $letter_template->compile()
5385 or die "can't compile template: Text::Template::ERROR";
5387 my %letter_data = map { $_ => $self->$_ } $self->fields;
5388 $letter_data{payinfo} = $self->mask_payinfo;
5390 #my $paydate = $self->paydate || '2037-12-31';
5391 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5393 my $payby = $self->payby;
5394 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5395 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5397 #credit cards expire at the end of the month/year of their exp date
5398 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5399 $letter_data{payby} = 'credit card';
5400 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5401 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5403 }elsif ($payby eq 'COMP') {
5404 $letter_data{payby} = 'complimentary account';
5406 $letter_data{payby} = 'current method';
5408 $letter_data{expdate} = $expire_time;
5410 for (keys %{$options{extra_fields}}){
5411 $letter_data{$_} = $options{extra_fields}->{$_};
5414 unless(exists($letter_data{returnaddress})){
5415 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5416 $self->agent_template)
5418 if ( length($retadd) ) {
5419 $letter_data{returnaddress} = $retadd;
5420 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5421 $letter_data{returnaddress} =
5422 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5426 ( $conf->config('company_name', $self->agentnum),
5427 $conf->config('company_address', $self->agentnum),
5431 $letter_data{returnaddress} = '~';
5435 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5437 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5439 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5441 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5445 ) or die "can't open temp file: $!\n";
5446 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5447 or die "can't write temp file: $!\n";
5449 $letter_data{'logo_file'} = $lh->filename;
5451 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5455 ) or die "can't open temp file: $!\n";
5457 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5459 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5460 return ($1, $letter_data{'logo_file'});
5464 =item print_ps TEMPLATE
5466 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5472 my($file, $lfile) = $self->generate_letter(@_);
5473 my $ps = FS::Misc::generate_ps($file);
5474 unlink($file.'.tex');
5480 =item print TEMPLATE
5482 Prints the filled in template.
5484 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5488 sub queueable_print {
5491 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5492 or die "invalid customer number: " . $opt{custnum};
5494 #do not backport this change to 3.x
5495 # my $error = $self->print( { 'template' => $opt{template} } );
5496 my $error = $self->print( $opt{'template'} );
5497 die $error if $error;
5501 my ($self, $template) = (shift, shift);
5503 [ $self->print_ps($template) ],
5504 'agentnum' => $self->agentnum,
5508 #these three subs should just go away once agent stuff is all config overrides
5510 sub agent_template {
5512 $self->_agent_plandata('agent_templatename');
5515 sub agent_invoice_from {
5517 $self->_agent_plandata('agent_invoice_from');
5520 sub _agent_plandata {
5521 my( $self, $option ) = @_;
5523 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5524 #agent-specific Conf
5526 use FS::part_event::Condition;
5528 my $agentnum = $self->agentnum;
5530 my $regexp = regexp_sql();
5532 my $part_event_option =
5534 'select' => 'part_event_option.*',
5535 'table' => 'part_event_option',
5537 LEFT JOIN part_event USING ( eventpart )
5538 LEFT JOIN part_event_option AS peo_agentnum
5539 ON ( part_event.eventpart = peo_agentnum.eventpart
5540 AND peo_agentnum.optionname = 'agentnum'
5541 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5543 LEFT JOIN part_event_condition
5544 ON ( part_event.eventpart = part_event_condition.eventpart
5545 AND part_event_condition.conditionname = 'cust_bill_age'
5547 LEFT JOIN part_event_condition_option
5548 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5549 AND part_event_condition_option.optionname = 'age'
5552 #'hashref' => { 'optionname' => $option },
5553 #'hashref' => { 'part_event_option.optionname' => $option },
5555 " WHERE part_event_option.optionname = ". dbh->quote($option).
5556 " AND action = 'cust_bill_send_agent' ".
5557 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5558 " AND peo_agentnum.optionname = 'agentnum' ".
5559 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5561 CASE WHEN part_event_condition_option.optionname IS NULL
5563 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5565 , part_event.weight".
5569 unless ( $part_event_option ) {
5570 return $self->agent->invoice_template || ''
5571 if $option eq 'agent_templatename';
5575 $part_event_option->optionvalue;
5579 sub process_o2m_qsearch {
5582 return qsearch($table, @_) unless $table eq 'contact';
5584 my $hashref = shift;
5585 my %hash = %$hashref;
5586 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5587 or die 'guru meditation #4343';
5589 qsearch({ 'table' => 'contact',
5590 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5591 'hashref' => \%hash,
5592 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5593 " cust_contact.custnum = $custnum "
5597 sub process_o2m_qsearchs {
5600 return qsearchs($table, @_) unless $table eq 'contact';
5602 my $hashref = shift;
5603 my %hash = %$hashref;
5604 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5605 or die 'guru meditation #2121';
5607 qsearchs({ 'table' => 'contact',
5608 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5609 'hashref' => \%hash,
5610 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5611 " cust_contact.custnum = $custnum "
5615 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5617 Subroutine (not a method), designed to be called from the queue.
5619 Takes a list of options and values.
5621 Pulls up the customer record via the custnum option and calls bill_and_collect.
5626 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5628 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5629 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5631 #without this errors don't get rolled back
5632 $args{'fatal'} = 1; # runs from job queue, will be caught
5634 $cust_main->bill_and_collect( %args );
5637 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5639 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5640 C<collect> part. This is used in batch tax calculation, where invoice
5641 generation and collection events have to be completely separated.
5645 sub queued_collect {
5647 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5649 $cust_main->collect(%args);
5652 sub process_bill_and_collect {
5655 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5656 or die "custnum '$param->{custnum}' not found!\n";
5657 $param->{'job'} = $job;
5658 $param->{'fatal'} = 1; # runs from job queue, will be caught
5659 $param->{'retry'} = 1;
5661 $cust_main->bill_and_collect( %$param );
5664 #starting to take quite a while for big dbs
5665 # (JRNL: journaled so it only happens once per database)
5666 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5667 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5668 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5669 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5670 # JRNL leading/trailing spaces in first, last, company
5671 # JRNL migrate to cust_payby
5672 # - otaker upgrade? journal and call it good? (double check to make sure
5673 # we're not still setting otaker here)
5675 #only going to get worse with new location stuff...
5677 sub _upgrade_data { #class method
5678 my ($class, %opts) = @_;
5681 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5684 #this seems to be the only expensive one.. why does it take so long?
5685 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5687 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5688 FS::upgrade_journal->set_done('cust_main__signupdate');
5691 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5693 # fix yyyy-m-dd formatted paydates
5694 if ( driver_name =~ /^mysql/i ) {
5696 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5697 } else { # the SQL standard
5699 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5701 FS::upgrade_journal->set_done('cust_main__paydate');
5704 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5706 push @statements, #fix the weird BILL with a cc# in payinfo problem
5708 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5710 FS::upgrade_journal->set_done('cust_main__payinfo');
5715 foreach my $sql ( @statements ) {
5716 my $sth = dbh->prepare($sql) or die dbh->errstr;
5717 $sth->execute or die $sth->errstr;
5718 #warn ( (time - $t). " seconds\n" );
5722 local($ignore_expired_card) = 1;
5723 local($ignore_banned_card) = 1;
5724 local($skip_fuzzyfiles) = 1;
5725 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5727 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5729 #we don't want to decrypt them, just stuff them as-is into cust_payby
5730 local(@encrypted_fields) = ();
5732 local($FS::cust_payby::ignore_expired_card) = 1;
5733 local($FS::cust_payby::ignore_banned_card) = 1;
5734 local($FS::cust_payby::ignore_cardtype) = 1;
5736 my @payfields = qw( payby payinfo paycvv paymask
5737 paydate paystart_month paystart_year payissue
5738 payname paystate paytype payip
5741 my $search = new FS::Cursor {
5742 'table' => 'cust_main',
5743 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5746 while (my $cust_main = $search->fetch) {
5748 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5750 my $cust_payby = new FS::cust_payby {
5751 'custnum' => $cust_main->custnum,
5753 map { $_ => $cust_main->$_(); } @payfields
5756 my $error = $cust_payby->insert;
5757 die $error if $error;
5761 # at the time we do this, also migrate paytype into cust_pay_batch
5762 # so that batches that are open before the migration can still be
5764 my @cust_pay_batch = qsearch('cust_pay_batch', {
5765 'custnum' => $cust_main->custnum,
5769 foreach my $cust_pay_batch (@cust_pay_batch) {
5770 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5771 my $error = $cust_pay_batch->replace;
5772 die "$error (setting cust_pay_batch.paytype)" if $error;
5775 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5777 $cust_main->invoice_attn( $cust_main->payname )
5778 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5779 $cust_main->po_number( $cust_main->payinfo )
5780 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5782 $cust_main->setfield($_, '') foreach @payfields;
5783 my $error = $cust_main->replace;
5784 die "Error upgradging payment information for custnum ".
5785 $cust_main->custnum. ": $error"
5790 FS::upgrade_journal->set_done('cust_main__cust_payby');
5793 FS::cust_main::Location->_upgrade_data(%opts);
5795 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5797 foreach my $cust_main ( qsearch({
5798 'table' => 'cust_main',
5800 'extra_sql' => 'WHERE '.
5802 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5803 qw( first last company )
5806 my $error = $cust_main->replace;
5807 die $error if $error;
5810 FS::upgrade_journal->set_done('cust_main__trimspaces');
5814 $class->_upgrade_otaker(%opts);
5816 # turn on encryption as part of regular upgrade, so all new records are immediately encrypted
5817 # existing records will be encrypted in queueable_upgrade (below)
5818 unless ($conf->exists('encryptionpublickey') || $conf->exists('encryptionprivatekey')) {
5819 eval "use FS::Setup";
5821 FS::Setup::enable_encryption();
5826 sub queueable_upgrade {
5829 ### encryption gets turned on in _upgrade_data, above
5831 eval "use FS::upgrade_journal";
5834 # prior to 2013 (commit f16665c9) payinfo was stored in history if not encrypted,
5835 # clear that out before encrypting/tokenizing anything else
5836 if (!FS::upgrade_journal->is_done('clear_payinfo_history')) {
5837 foreach my $table ('cust_payby','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5838 my $sql = 'UPDATE h_'.$table.' SET payinfo = NULL WHERE payinfo IS NOT NULL';
5839 my $sth = dbh->prepare($sql) or die dbh->errstr;
5840 $sth->execute or die $sth->errstr;
5842 FS::upgrade_journal->set_done('clear_payinfo_history');
5845 # fix Tokenized paycardtype and encrypt old records
5846 if ( ! FS::upgrade_journal->is_done('paycardtype_Tokenized')
5847 || ! FS::upgrade_journal->is_done('encryption_check')
5851 # allow replacement of closed cust_pay/cust_refund records
5852 local $FS::payinfo_Mixin::allow_closed_replace = 1;
5854 # because it looks like nothing's changing
5855 local $FS::Record::no_update_diff = 1;
5857 # commit everything immediately
5858 local $FS::UID::AutoCommit = 1;
5860 # encrypt what's there
5861 foreach my $table ('cust_payby','cust_pay_pending','cust_pay','cust_pay_void','cust_refund') {
5862 my $tclass = 'FS::'.$table;
5865 while (my $recnum = _upgrade_next_recnum(dbh,$table,\$lastrecnum,\@recnums)) {
5866 my $record = $tclass->by_key($recnum);
5867 next unless $record; # small chance it's been deleted, that's ok
5868 next unless grep { $record->payby eq $_ } @FS::Record::encrypt_payby;
5869 # window for possible conflict is practically nonexistant,
5870 # but just in case...
5871 $record = $record->select_for_update;
5872 if (!$record->custnum && $table eq 'cust_pay_pending') {
5873 $record->set('custnum_pending',1);
5875 $record->paycardtype('') if $record->paycardtype eq 'Tokenized';
5877 local($ignore_expired_card) = 1;
5878 local($ignore_banned_card) = 1;
5879 local($skip_fuzzyfiles) = 1;
5880 local($import) = 1;#prevent automatic geocoding (need its own variable?)
5882 my $error = $record->replace;
5883 die "Error replacing $table ".$record->get($record->primary_key).": $error" if $error;
5887 FS::upgrade_journal->set_done('paycardtype_Tokenized');
5888 FS::upgrade_journal->set_done('encryption_check') if $conf->exists('encryption');
5891 # now that everything's encrypted, tokenize...
5892 FS::cust_main::Billing_Realtime::token_check(@_);
5895 # not entirely false laziness w/ Billing_Realtime::_token_check_next_recnum
5896 # cust_payby might get deleted while this runs
5898 sub _upgrade_next_recnum {
5899 my ($dbh,$table,$lastrecnum,$recnums) = @_;
5900 my $recnum = shift @$recnums;
5901 return $recnum if $recnum;
5902 my $tclass = 'FS::'.$table;
5903 my $paycardtypecheck = ($table ne 'cust_pay_pending') ? q( OR paycardtype = 'Tokenized') : '';
5904 my $sql = 'SELECT '.$tclass->primary_key.
5906 ' WHERE '.$tclass->primary_key.' > '.$$lastrecnum.
5907 " AND payby IN ( 'CARD', 'DCRD', 'CHEK', 'DCHK' ) ".
5908 " AND ( length(payinfo) < 80$paycardtypecheck ) ".
5909 ' ORDER BY '.$tclass->primary_key.' LIMIT 500';
5910 my $sth = $dbh->prepare($sql) or die $dbh->errstr;
5911 $sth->execute() or die $sth->errstr;
5913 while (my $rec = $sth->fetchrow_hashref) {
5914 push @$recnums, $rec->{$tclass->primary_key};
5917 $$lastrecnum = $$recnums[-1];
5918 return shift @$recnums;
5927 The delete method should possibly take an FS::cust_main object reference
5928 instead of a scalar customer number.
5930 Bill and collect options should probably be passed as references instead of a
5933 There should probably be a configuration file with a list of allowed credit
5936 No multiple currency support (probably a larger project than just this module).
5938 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5940 Birthdates rely on negative epoch values.
5942 The payby for card/check batches is broken. With mixed batching, bad
5945 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5949 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5950 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5951 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.