4 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
5 $import $skip_fuzzyfiles $ignore_expired_card );
6 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 eval "use Time::Local;";
12 die "Time::Local minimum version 1.05 required with Perl versions before 5.6"
13 if $] < 5.006 && !defined($Time::Local::VERSION);
14 #eval "use Time::Local qw(timelocal timelocal_nocheck);";
15 eval "use Time::Local qw(timelocal_nocheck);";
17 use Digest::MD5 qw(md5_base64);
21 use String::Approx qw(amatch);
22 use Business::CreditCard 0.28;
25 use FS::UID qw( getotaker dbh );
26 use FS::Record qw( qsearchs qsearch dbdef );
27 use FS::Misc qw( send_email );
28 use FS::Msgcat qw(gettext);
32 use FS::cust_bill_pkg;
34 use FS::cust_pay_void;
37 use FS::part_referral;
38 use FS::cust_main_county;
40 use FS::cust_main_invoice;
41 use FS::cust_credit_bill;
42 use FS::cust_bill_pay;
43 use FS::prepay_credit;
46 use FS::part_bill_event qw(due_events);
47 use FS::cust_bill_event;
48 use FS::cust_tax_exempt;
49 use FS::cust_tax_exempt_pkg;
51 use FS::payment_gateway;
52 use FS::agent_payment_gateway;
54 use FS::payinfo_Mixin;
56 @ISA = qw( FS::Record FS::payinfo_Mixin );
58 @EXPORT_OK = qw( smart_search );
60 $realtime_bop_decline_quiet = 0;
62 # 1 is mostly method/subroutine entry and options
63 # 2 traces progress of some operations
64 # 3 is even more information including possibly sensitive data
66 $me = '[FS::cust_main]';
70 $ignore_expired_card = 0;
72 @encrypted_fields = ('payinfo', 'paycvv');
74 #ask FS::UID to run this stuff for us later
75 #$FS::UID::callback{'FS::cust_main'} = sub {
76 install_callback FS::UID sub {
78 #yes, need it for stuff below (prolly should be cached)
83 my ( $hashref, $cache ) = @_;
84 if ( exists $hashref->{'pkgnum'} ) {
85 #@{ $self->{'_pkgnum'} } = ();
86 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
87 $self->{'_pkgnum'} = $subcache;
88 #push @{ $self->{'_pkgnum'} },
89 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
95 FS::cust_main - Object methods for cust_main records
101 $record = new FS::cust_main \%hash;
102 $record = new FS::cust_main { 'column' => 'value' };
104 $error = $record->insert;
106 $error = $new_record->replace($old_record);
108 $error = $record->delete;
110 $error = $record->check;
112 @cust_pkg = $record->all_pkgs;
114 @cust_pkg = $record->ncancelled_pkgs;
116 @cust_pkg = $record->suspended_pkgs;
118 $error = $record->bill;
119 $error = $record->bill %options;
120 $error = $record->bill 'time' => $time;
122 $error = $record->collect;
123 $error = $record->collect %options;
124 $error = $record->collect 'invoice_time' => $time,
129 An FS::cust_main object represents a customer. FS::cust_main inherits from
130 FS::Record. The following fields are currently supported:
134 =item custnum - primary key (assigned automatically for new customers)
136 =item agentnum - agent (see L<FS::agent>)
138 =item refnum - Advertising source (see L<FS::part_referral>)
144 =item ss - social security number (optional)
146 =item company - (optional)
150 =item address2 - (optional)
154 =item county - (optional, see L<FS::cust_main_county>)
156 =item state - (see L<FS::cust_main_county>)
160 =item country - (see L<FS::cust_main_county>)
162 =item daytime - phone (optional)
164 =item night - phone (optional)
166 =item fax - phone (optional)
168 =item ship_first - name
170 =item ship_last - name
172 =item ship_company - (optional)
176 =item ship_address2 - (optional)
180 =item ship_county - (optional, see L<FS::cust_main_county>)
182 =item ship_state - (see L<FS::cust_main_county>)
186 =item ship_country - (see L<FS::cust_main_county>)
188 =item ship_daytime - phone (optional)
190 =item ship_night - phone (optional)
192 =item ship_fax - phone (optional)
194 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
196 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
198 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
202 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
204 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
206 =item paystart_month - start date month (maestro/solo cards only)
208 =item paystart_year - start date year (maestro/solo cards only)
210 =item payissue - issue number (maestro/solo cards only)
212 =item payname - name on card or billing name
214 =item payip - IP address from which payment information was received
216 =item tax - tax exempt, empty or `Y'
218 =item otaker - order taker (assigned automatically, see L<FS::UID>)
220 =item comments - comments (optional)
222 =item referral_custnum - referring customer number
224 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
234 Creates a new customer. To add the customer to the database, see L<"insert">.
236 Note that this stores the hash reference, not a distinct copy of the hash it
237 points to. You can ask the object for a copy with the I<hash> method.
241 sub table { 'cust_main'; }
243 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
245 Adds this customer to the database. If there is an error, returns the error,
246 otherwise returns false.
248 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
249 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
250 are inserted atomicly, or the transaction is rolled back. Passing an empty
251 hash reference is equivalent to not supplying this parameter. There should be
252 a better explanation of this, but until then, here's an example:
255 tie %hash, 'Tie::RefHash'; #this part is important
257 $cust_pkg => [ $svc_acct ],
260 $cust_main->insert( \%hash );
262 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
263 be set as the invoicing list (see L<"invoicing_list">). Errors return as
264 expected and rollback the entire transaction; it is not necessary to call
265 check_invoicing_list first. The invoicing_list is set after the records in the
266 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
267 invoicing_list destination to the newly-created svc_acct. Here's an example:
269 $cust_main->insert( {}, [ $email, 'POST' ] );
271 Currently available options are: I<depend_jobnum> and I<noexport>.
273 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
274 on the supplied jobnum (they will not run until the specific job completes).
275 This can be used to defer provisioning until some action completes (such
276 as running the customer's credit card successfully).
278 The I<noexport> option is deprecated. If I<noexport> is set true, no
279 provisioning jobs (exports) are scheduled. (You can schedule them later with
280 the B<reexport> method.)
286 my $cust_pkgs = @_ ? shift : {};
287 my $invoicing_list = @_ ? shift : '';
289 warn "$me insert called with options ".
290 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
293 local $SIG{HUP} = 'IGNORE';
294 local $SIG{INT} = 'IGNORE';
295 local $SIG{QUIT} = 'IGNORE';
296 local $SIG{TERM} = 'IGNORE';
297 local $SIG{TSTP} = 'IGNORE';
298 local $SIG{PIPE} = 'IGNORE';
300 my $oldAutoCommit = $FS::UID::AutoCommit;
301 local $FS::UID::AutoCommit = 0;
304 my $prepay_identifier = '';
305 my( $amount, $seconds ) = ( 0, 0 );
307 if ( $self->payby eq 'PREPAY' ) {
309 $self->payby('BILL');
310 $prepay_identifier = $self->payinfo;
313 warn " looking up prepaid card $prepay_identifier\n"
316 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
318 $dbh->rollback if $oldAutoCommit;
319 #return "error applying prepaid card (transaction rolled back): $error";
323 $payby = 'PREP' if $amount;
325 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
328 $self->payby('BILL');
329 $amount = $self->paid;
333 warn " inserting $self\n"
336 $self->signupdate(time) unless $self->signupdate;
338 my $error = $self->SUPER::insert;
340 $dbh->rollback if $oldAutoCommit;
341 #return "inserting cust_main record (transaction rolled back): $error";
345 warn " setting invoicing list\n"
348 if ( $invoicing_list ) {
349 $error = $self->check_invoicing_list( $invoicing_list );
351 $dbh->rollback if $oldAutoCommit;
352 return "checking invoicing_list (transaction rolled back): $error";
354 $self->invoicing_list( $invoicing_list );
357 if ( $conf->config('cust_main-skeleton_tables')
358 && $conf->config('cust_main-skeleton_custnum') ) {
360 warn " inserting skeleton records\n"
363 my $error = $self->start_copy_skel;
365 $dbh->rollback if $oldAutoCommit;
371 warn " ordering packages\n"
374 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
376 $dbh->rollback if $oldAutoCommit;
381 $dbh->rollback if $oldAutoCommit;
382 return "No svc_acct record to apply pre-paid time";
386 warn " inserting initial $payby payment of $amount\n"
388 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
390 $dbh->rollback if $oldAutoCommit;
391 return "inserting payment (transaction rolled back): $error";
395 unless ( $import || $skip_fuzzyfiles ) {
396 warn " queueing fuzzyfiles update\n"
398 $error = $self->queue_fuzzyfiles_update;
400 $dbh->rollback if $oldAutoCommit;
401 return "updating fuzzy search cache: $error";
405 warn " insert complete; committing transaction\n"
408 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
413 sub start_copy_skel {
416 #'mg_user_preference' => {},
417 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
418 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
419 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
420 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
421 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
424 _copy_skel( 'cust_main', #tablename
425 $conf->config('cust_main-skeleton_custnum'), #sourceid
426 $self->custnum, #destid
427 @tables, #child tables
431 #recursive subroutine, not a method
433 my( $table, $sourceid, $destid, %child_tables ) = @_;
436 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
437 ( $table, $primary_key ) = ( $1, $2 );
439 my $dbdef_table = dbdef->table($table);
440 $primary_key = $dbdef_table->primary_key
441 or return "$table has no primary key".
442 " (or do you need to run dbdef-create?)";
445 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
446 join (', ', keys %child_tables). "\n"
449 foreach my $child_table_def ( keys %child_tables ) {
453 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
454 ( $child_table, $child_pkey ) = ( $1, $2 );
456 $child_table = $child_table_def;
458 $child_pkey = dbdef->table($child_table)->primary_key;
459 # or return "$table has no primary key".
460 # " (or do you need to run dbdef-create?)\n";
464 if ( keys %{ $child_tables{$child_table_def} } ) {
466 return "$child_table has no primary key".
467 " (run dbdef-create or try specifying it?)\n"
470 #false laziness w/Record::insert and only works on Pg
471 #refactor the proper last-inserted-id stuff out of Record::insert if this
472 # ever gets use for anything besides a quick kludge for one customer
473 my $default = dbdef->table($child_table)->column($child_pkey)->default;
474 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
475 or return "can't parse $child_table.$child_pkey default value ".
476 " for sequence name: $default";
481 my @sel_columns = grep { $_ ne $primary_key }
482 dbdef->table($child_table)->columns;
483 my $sel_columns = join(', ', @sel_columns );
485 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
486 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
487 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
489 my $sel_st = "SELECT $sel_columns FROM $child_table".
490 " WHERE $primary_key = $sourceid";
493 my $sel_sth = dbh->prepare( $sel_st )
494 or return dbh->errstr;
496 $sel_sth->execute or return $sel_sth->errstr;
498 while ( my $row = $sel_sth->fetchrow_hashref ) {
500 warn " selected row: ".
501 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
505 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
506 my $ins_sth =dbh->prepare($statement)
507 or return dbh->errstr;
508 my @param = ( $destid, map $row->{$_}, @ins_columns );
509 warn " $statement: [ ". join(', ', @param). " ]\n"
511 $ins_sth->execute( @param )
512 or return $ins_sth->errstr;
514 #next unless keys %{ $child_tables{$child_table} };
515 next unless $sequence;
517 #another section of that laziness
518 my $seq_sql = "SELECT currval('$sequence')";
519 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
520 $seq_sth->execute or return $seq_sth->errstr;
521 my $insertid = $seq_sth->fetchrow_arrayref->[0];
523 # don't drink soap! recurse! recurse! okay!
525 _copy_skel( $child_table_def,
526 $row->{$child_pkey}, #sourceid
528 %{ $child_tables{$child_table_def} },
530 return $error if $error;
540 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
542 Like the insert method on an existing record, this method orders a package
543 and included services atomicaly. Pass a Tie::RefHash data structure to this
544 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
545 be a better explanation of this, but until then, here's an example:
548 tie %hash, 'Tie::RefHash'; #this part is important
550 $cust_pkg => [ $svc_acct ],
553 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
555 Services can be new, in which case they are inserted, or existing unaudited
556 services, in which case they are linked to the newly-created package.
558 Currently available options are: I<depend_jobnum> and I<noexport>.
560 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
561 on the supplied jobnum (they will not run until the specific job completes).
562 This can be used to defer provisioning until some action completes (such
563 as running the customer's credit card successfully).
565 The I<noexport> option is deprecated. If I<noexport> is set true, no
566 provisioning jobs (exports) are scheduled. (You can schedule them later with
567 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
568 on the cust_main object is not recommended, as existing services will also be
575 my $cust_pkgs = shift;
578 my %svc_options = ();
579 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
580 if exists $options{'depend_jobnum'};
581 warn "$me order_pkgs called with options ".
582 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
585 local $SIG{HUP} = 'IGNORE';
586 local $SIG{INT} = 'IGNORE';
587 local $SIG{QUIT} = 'IGNORE';
588 local $SIG{TERM} = 'IGNORE';
589 local $SIG{TSTP} = 'IGNORE';
590 local $SIG{PIPE} = 'IGNORE';
592 my $oldAutoCommit = $FS::UID::AutoCommit;
593 local $FS::UID::AutoCommit = 0;
596 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
598 foreach my $cust_pkg ( keys %$cust_pkgs ) {
599 $cust_pkg->custnum( $self->custnum );
600 my $error = $cust_pkg->insert;
602 $dbh->rollback if $oldAutoCommit;
603 return "inserting cust_pkg (transaction rolled back): $error";
605 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
606 if ( $svc_something->svcnum ) {
607 my $old_cust_svc = $svc_something->cust_svc;
608 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
609 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
610 $error = $new_cust_svc->replace($old_cust_svc);
612 $svc_something->pkgnum( $cust_pkg->pkgnum );
613 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
614 $svc_something->seconds( $svc_something->seconds + $$seconds );
617 $error = $svc_something->insert(%svc_options);
620 $dbh->rollback if $oldAutoCommit;
621 #return "inserting svc_ (transaction rolled back): $error";
627 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
631 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
633 Recharges this (existing) customer with the specified prepaid card (see
634 L<FS::prepay_credit>), specified either by I<identifier> or as an
635 FS::prepay_credit object. If there is an error, returns the error, otherwise
638 Optionally, four scalar references can be passed as well. They will have their
639 values filled in with the amount, number of seconds, and number of upload and
640 download bytes applied by this prepaid
645 sub recharge_prepay {
646 my( $self, $prepay_credit, $amountref, $secondsref,
647 $upbytesref, $downbytesref, $totalbytesref ) = @_;
649 local $SIG{HUP} = 'IGNORE';
650 local $SIG{INT} = 'IGNORE';
651 local $SIG{QUIT} = 'IGNORE';
652 local $SIG{TERM} = 'IGNORE';
653 local $SIG{TSTP} = 'IGNORE';
654 local $SIG{PIPE} = 'IGNORE';
656 my $oldAutoCommit = $FS::UID::AutoCommit;
657 local $FS::UID::AutoCommit = 0;
660 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
662 my $error = $self->get_prepay($prepay_credit, \$amount,
663 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
664 || $self->increment_seconds($seconds)
665 || $self->increment_upbytes($upbytes)
666 || $self->increment_downbytes($downbytes)
667 || $self->increment_totalbytes($totalbytes)
668 || $self->insert_cust_pay_prepay( $amount,
670 ? $prepay_credit->identifier
675 $dbh->rollback if $oldAutoCommit;
679 if ( defined($amountref) ) { $$amountref = $amount; }
680 if ( defined($secondsref) ) { $$secondsref = $seconds; }
681 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
682 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
683 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
685 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
690 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
692 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
693 specified either by I<identifier> or as an FS::prepay_credit object.
695 References to I<amount> and I<seconds> scalars should be passed as arguments
696 and will be incremented by the values of the prepaid card.
698 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
699 check or set this customer's I<agentnum>.
701 If there is an error, returns the error, otherwise returns false.
707 my( $self, $prepay_credit, $amountref, $secondsref,
708 $upref, $downref, $totalref) = @_;
710 local $SIG{HUP} = 'IGNORE';
711 local $SIG{INT} = 'IGNORE';
712 local $SIG{QUIT} = 'IGNORE';
713 local $SIG{TERM} = 'IGNORE';
714 local $SIG{TSTP} = 'IGNORE';
715 local $SIG{PIPE} = 'IGNORE';
717 my $oldAutoCommit = $FS::UID::AutoCommit;
718 local $FS::UID::AutoCommit = 0;
721 unless ( ref($prepay_credit) ) {
723 my $identifier = $prepay_credit;
725 $prepay_credit = qsearchs(
727 { 'identifier' => $prepay_credit },
732 unless ( $prepay_credit ) {
733 $dbh->rollback if $oldAutoCommit;
734 return "Invalid prepaid card: ". $identifier;
739 if ( $prepay_credit->agentnum ) {
740 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
741 $dbh->rollback if $oldAutoCommit;
742 return "prepaid card not valid for agent ". $self->agentnum;
744 $self->agentnum($prepay_credit->agentnum);
747 my $error = $prepay_credit->delete;
749 $dbh->rollback if $oldAutoCommit;
750 return "removing prepay_credit (transaction rolled back): $error";
753 $$amountref += $prepay_credit->amount;
754 $$secondsref += $prepay_credit->seconds;
755 $$upref += $prepay_credit->upbytes;
756 $$downref += $prepay_credit->downbytes;
757 $$totalref += $prepay_credit->totalbytes;
759 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
764 =item increment_upbytes SECONDS
766 Updates this customer's single or primary account (see L<FS::svc_acct>) by
767 the specified number of upbytes. If there is an error, returns the error,
768 otherwise returns false.
772 sub increment_upbytes {
773 _increment_column( shift, 'upbytes', @_);
776 =item increment_downbytes SECONDS
778 Updates this customer's single or primary account (see L<FS::svc_acct>) by
779 the specified number of downbytes. If there is an error, returns the error,
780 otherwise returns false.
784 sub increment_downbytes {
785 _increment_column( shift, 'downbytes', @_);
788 =item increment_totalbytes SECONDS
790 Updates this customer's single or primary account (see L<FS::svc_acct>) by
791 the specified number of totalbytes. If there is an error, returns the error,
792 otherwise returns false.
796 sub increment_totalbytes {
797 _increment_column( shift, 'totalbytes', @_);
800 =item increment_seconds SECONDS
802 Updates this customer's single or primary account (see L<FS::svc_acct>) by
803 the specified number of seconds. If there is an error, returns the error,
804 otherwise returns false.
808 sub increment_seconds {
809 _increment_column( shift, 'seconds', @_);
812 =item _increment_column AMOUNT
814 Updates this customer's single or primary account (see L<FS::svc_acct>) by
815 the specified number of seconds or bytes. If there is an error, returns
816 the error, otherwise returns false.
820 sub _increment_column {
821 my( $self, $column, $amount ) = @_;
822 warn "$me increment_column called: $column, $amount\n"
825 return '' unless $amount;
827 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
828 $self->ncancelled_pkgs;
831 return 'No packages with primary or single services found'.
832 ' to apply pre-paid time';
833 } elsif ( scalar(@cust_pkg) > 1 ) {
834 #maybe have a way to specify the package/account?
835 return 'Multiple packages found to apply pre-paid time';
838 my $cust_pkg = $cust_pkg[0];
839 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
843 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
846 return 'No account found to apply pre-paid time';
847 } elsif ( scalar(@cust_svc) > 1 ) {
848 return 'Multiple accounts found to apply pre-paid time';
851 my $svc_acct = $cust_svc[0]->svc_x;
852 warn " found service svcnum ". $svc_acct->pkgnum.
853 ' ('. $svc_acct->email. ")\n"
856 $column = "increment_$column";
857 $svc_acct->$column($amount);
861 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
863 Inserts a prepayment in the specified amount for this customer. An optional
864 second argument can specify the prepayment identifier for tracking purposes.
865 If there is an error, returns the error, otherwise returns false.
869 sub insert_cust_pay_prepay {
870 shift->insert_cust_pay('PREP', @_);
873 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
875 Inserts a cash payment in the specified amount for this customer. An optional
876 second argument can specify the payment identifier for tracking purposes.
877 If there is an error, returns the error, otherwise returns false.
881 sub insert_cust_pay_cash {
882 shift->insert_cust_pay('CASH', @_);
885 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
887 Inserts a Western Union payment in the specified amount for this customer. An
888 optional second argument can specify the prepayment identifier for tracking
889 purposes. If there is an error, returns the error, otherwise returns false.
893 sub insert_cust_pay_west {
894 shift->insert_cust_pay('WEST', @_);
897 sub insert_cust_pay {
898 my( $self, $payby, $amount ) = splice(@_, 0, 3);
899 my $payinfo = scalar(@_) ? shift : '';
901 my $cust_pay = new FS::cust_pay {
902 'custnum' => $self->custnum,
903 'paid' => sprintf('%.2f', $amount),
904 #'_date' => #date the prepaid card was purchased???
906 'payinfo' => $payinfo,
914 This method is deprecated. See the I<depend_jobnum> option to the insert and
915 order_pkgs methods for a better way to defer provisioning.
917 Re-schedules all exports by calling the B<reexport> method of all associated
918 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
919 otherwise returns false.
926 carp "WARNING: FS::cust_main::reexport is deprectated; ".
927 "use the depend_jobnum option to insert or order_pkgs to delay export";
929 local $SIG{HUP} = 'IGNORE';
930 local $SIG{INT} = 'IGNORE';
931 local $SIG{QUIT} = 'IGNORE';
932 local $SIG{TERM} = 'IGNORE';
933 local $SIG{TSTP} = 'IGNORE';
934 local $SIG{PIPE} = 'IGNORE';
936 my $oldAutoCommit = $FS::UID::AutoCommit;
937 local $FS::UID::AutoCommit = 0;
940 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
941 my $error = $cust_pkg->reexport;
943 $dbh->rollback if $oldAutoCommit;
948 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
953 =item delete NEW_CUSTNUM
955 This deletes the customer. If there is an error, returns the error, otherwise
958 This will completely remove all traces of the customer record. This is not
959 what you want when a customer cancels service; for that, cancel all of the
960 customer's packages (see L</cancel>).
962 If the customer has any uncancelled packages, you need to pass a new (valid)
963 customer number for those packages to be transferred to. Cancelled packages
964 will be deleted. Did I mention that this is NOT what you want when a customer
965 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
967 You can't delete a customer with invoices (see L<FS::cust_bill>),
968 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
969 refunds (see L<FS::cust_refund>).
976 local $SIG{HUP} = 'IGNORE';
977 local $SIG{INT} = 'IGNORE';
978 local $SIG{QUIT} = 'IGNORE';
979 local $SIG{TERM} = 'IGNORE';
980 local $SIG{TSTP} = 'IGNORE';
981 local $SIG{PIPE} = 'IGNORE';
983 my $oldAutoCommit = $FS::UID::AutoCommit;
984 local $FS::UID::AutoCommit = 0;
987 if ( $self->cust_bill ) {
988 $dbh->rollback if $oldAutoCommit;
989 return "Can't delete a customer with invoices";
991 if ( $self->cust_credit ) {
992 $dbh->rollback if $oldAutoCommit;
993 return "Can't delete a customer with credits";
995 if ( $self->cust_pay ) {
996 $dbh->rollback if $oldAutoCommit;
997 return "Can't delete a customer with payments";
999 if ( $self->cust_refund ) {
1000 $dbh->rollback if $oldAutoCommit;
1001 return "Can't delete a customer with refunds";
1004 my @cust_pkg = $self->ncancelled_pkgs;
1006 my $new_custnum = shift;
1007 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1008 $dbh->rollback if $oldAutoCommit;
1009 return "Invalid new customer number: $new_custnum";
1011 foreach my $cust_pkg ( @cust_pkg ) {
1012 my %hash = $cust_pkg->hash;
1013 $hash{'custnum'} = $new_custnum;
1014 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1015 my $error = $new_cust_pkg->replace($cust_pkg,
1016 options => { $cust_pkg->options },
1019 $dbh->rollback if $oldAutoCommit;
1024 my @cancelled_cust_pkg = $self->all_pkgs;
1025 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1026 my $error = $cust_pkg->delete;
1028 $dbh->rollback if $oldAutoCommit;
1033 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1034 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1036 my $error = $cust_main_invoice->delete;
1038 $dbh->rollback if $oldAutoCommit;
1043 my $error = $self->SUPER::delete;
1045 $dbh->rollback if $oldAutoCommit;
1049 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1054 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1056 Replaces the OLD_RECORD with this one in the database. If there is an error,
1057 returns the error, otherwise returns false.
1059 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1060 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1061 expected and rollback the entire transaction; it is not necessary to call
1062 check_invoicing_list first. Here's an example:
1064 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1072 warn "$me replace called\n"
1075 local $SIG{HUP} = 'IGNORE';
1076 local $SIG{INT} = 'IGNORE';
1077 local $SIG{QUIT} = 'IGNORE';
1078 local $SIG{TERM} = 'IGNORE';
1079 local $SIG{TSTP} = 'IGNORE';
1080 local $SIG{PIPE} = 'IGNORE';
1082 # We absolutely have to have an old vs. new record to make this work.
1083 if (!defined($old)) {
1084 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1087 my $curuser = $FS::CurrentUser::CurrentUser;
1088 if ( $self->payby eq 'COMP'
1089 && $self->payby ne $old->payby
1090 && ! $curuser->access_right('Complimentary customer')
1093 return "You are not permitted to create complimentary accounts.";
1096 local($ignore_expired_card) = 1
1097 if $old->payby =~ /^(CARD|DCRD)$/
1098 && $self->payby =~ /^(CARD|DCRD)$/
1099 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1101 my $oldAutoCommit = $FS::UID::AutoCommit;
1102 local $FS::UID::AutoCommit = 0;
1105 my $error = $self->SUPER::replace($old);
1108 $dbh->rollback if $oldAutoCommit;
1112 if ( @param ) { # INVOICING_LIST_ARYREF
1113 my $invoicing_list = shift @param;
1114 $error = $self->check_invoicing_list( $invoicing_list );
1116 $dbh->rollback if $oldAutoCommit;
1119 $self->invoicing_list( $invoicing_list );
1122 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1123 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1124 # card/check/lec info has changed, want to retry realtime_ invoice events
1125 my $error = $self->retry_realtime;
1127 $dbh->rollback if $oldAutoCommit;
1132 unless ( $import || $skip_fuzzyfiles ) {
1133 $error = $self->queue_fuzzyfiles_update;
1135 $dbh->rollback if $oldAutoCommit;
1136 return "updating fuzzy search cache: $error";
1140 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1145 =item queue_fuzzyfiles_update
1147 Used by insert & replace to update the fuzzy search cache
1151 sub queue_fuzzyfiles_update {
1154 local $SIG{HUP} = 'IGNORE';
1155 local $SIG{INT} = 'IGNORE';
1156 local $SIG{QUIT} = 'IGNORE';
1157 local $SIG{TERM} = 'IGNORE';
1158 local $SIG{TSTP} = 'IGNORE';
1159 local $SIG{PIPE} = 'IGNORE';
1161 my $oldAutoCommit = $FS::UID::AutoCommit;
1162 local $FS::UID::AutoCommit = 0;
1165 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1166 my $error = $queue->insert( map $self->getfield($_),
1167 qw(first last company)
1170 $dbh->rollback if $oldAutoCommit;
1171 return "queueing job (transaction rolled back): $error";
1174 if ( $self->ship_last ) {
1175 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1176 $error = $queue->insert( map $self->getfield("ship_$_"),
1177 qw(first last company)
1180 $dbh->rollback if $oldAutoCommit;
1181 return "queueing job (transaction rolled back): $error";
1185 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1192 Checks all fields to make sure this is a valid customer record. If there is
1193 an error, returns the error, otherwise returns false. Called by the insert
1194 and replace methods.
1201 warn "$me check BEFORE: \n". $self->_dump
1205 $self->ut_numbern('custnum')
1206 || $self->ut_number('agentnum')
1207 || $self->ut_textn('agent_custid')
1208 || $self->ut_number('refnum')
1209 || $self->ut_name('last')
1210 || $self->ut_name('first')
1211 || $self->ut_snumbern('birthdate')
1212 || $self->ut_snumbern('signupdate')
1213 || $self->ut_textn('company')
1214 || $self->ut_text('address1')
1215 || $self->ut_textn('address2')
1216 || $self->ut_text('city')
1217 || $self->ut_textn('county')
1218 || $self->ut_textn('state')
1219 || $self->ut_country('country')
1220 || $self->ut_anything('comments')
1221 || $self->ut_numbern('referral_custnum')
1222 || $self->ut_textn('stateid')
1223 || $self->ut_textn('stateid_state')
1225 #barf. need message catalogs. i18n. etc.
1226 $error .= "Please select an advertising source."
1227 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1228 return $error if $error;
1230 return "Unknown agent"
1231 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1233 return "Unknown refnum"
1234 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1236 return "Unknown referring custnum: ". $self->referral_custnum
1237 unless ! $self->referral_custnum
1238 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1240 if ( $self->ss eq '' ) {
1245 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1246 or return "Illegal social security number: ". $self->ss;
1247 $self->ss("$1-$2-$3");
1251 # bad idea to disable, causes billing to fail because of no tax rates later
1252 # unless ( $import ) {
1253 unless ( qsearch('cust_main_county', {
1254 'country' => $self->country,
1257 return "Unknown state/county/country: ".
1258 $self->state. "/". $self->county. "/". $self->country
1259 unless qsearch('cust_main_county',{
1260 'state' => $self->state,
1261 'county' => $self->county,
1262 'country' => $self->country,
1268 $self->ut_phonen('daytime', $self->country)
1269 || $self->ut_phonen('night', $self->country)
1270 || $self->ut_phonen('fax', $self->country)
1271 || $self->ut_zip('zip', $self->country)
1273 return $error if $error;
1276 last first company address1 address2 city county state zip
1277 country daytime night fax
1280 if ( defined $self->dbdef_table->column('ship_last') ) {
1281 if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1283 && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
1287 $self->ut_name('ship_last')
1288 || $self->ut_name('ship_first')
1289 || $self->ut_textn('ship_company')
1290 || $self->ut_text('ship_address1')
1291 || $self->ut_textn('ship_address2')
1292 || $self->ut_text('ship_city')
1293 || $self->ut_textn('ship_county')
1294 || $self->ut_textn('ship_state')
1295 || $self->ut_country('ship_country')
1297 return $error if $error;
1299 #false laziness with above
1300 unless ( qsearchs('cust_main_county', {
1301 'country' => $self->ship_country,
1304 return "Unknown ship_state/ship_county/ship_country: ".
1305 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1306 unless qsearch('cust_main_county',{
1307 'state' => $self->ship_state,
1308 'county' => $self->ship_county,
1309 'country' => $self->ship_country,
1315 $self->ut_phonen('ship_daytime', $self->ship_country)
1316 || $self->ut_phonen('ship_night', $self->ship_country)
1317 || $self->ut_phonen('ship_fax', $self->ship_country)
1318 || $self->ut_zip('ship_zip', $self->ship_country)
1320 return $error if $error;
1322 } else { # ship_ info eq billing info, so don't store dup info in database
1323 $self->setfield("ship_$_", '')
1324 foreach qw( last first company address1 address2 city county state zip
1325 country daytime night fax );
1329 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1330 # or return "Illegal payby: ". $self->payby;
1332 FS::payby->can_payby($self->table, $self->payby)
1333 or return "Illegal payby: ". $self->payby;
1335 $error = $self->ut_numbern('paystart_month')
1336 || $self->ut_numbern('paystart_year')
1337 || $self->ut_numbern('payissue')
1339 return $error if $error;
1341 if ( $self->payip eq '' ) {
1344 $error = $self->ut_ip('payip');
1345 return $error if $error;
1348 # If it is encrypted and the private key is not availaible then we can't
1349 # check the credit card.
1351 my $check_payinfo = 1;
1353 if ($self->is_encrypted($self->payinfo)) {
1357 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1359 my $payinfo = $self->payinfo;
1360 $payinfo =~ s/\D//g;
1361 $payinfo =~ /^(\d{13,16})$/
1362 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1364 $self->payinfo($payinfo);
1366 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1368 return gettext('unknown_card_type')
1369 if cardtype($self->payinfo) eq "Unknown";
1371 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1373 return 'Banned credit card: banned on '.
1374 time2str('%a %h %o at %r', $ban->_date).
1375 ' by '. $ban->otaker.
1376 ' (ban# '. $ban->bannum. ')';
1379 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1380 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1381 $self->paycvv =~ /^(\d{4})$/
1382 or return "CVV2 (CID) for American Express cards is four digits.";
1385 $self->paycvv =~ /^(\d{3})$/
1386 or return "CVV2 (CVC2/CID) is three digits.";
1393 my $cardtype = cardtype($payinfo);
1394 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1396 return "Start date or issue number is required for $cardtype cards"
1397 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1399 return "Start month must be between 1 and 12"
1400 if $self->paystart_month
1401 and $self->paystart_month < 1 || $self->paystart_month > 12;
1403 return "Start year must be 1990 or later"
1404 if $self->paystart_year
1405 and $self->paystart_year < 1990;
1407 return "Issue number must be beween 1 and 99"
1409 and $self->payissue < 1 || $self->payissue > 99;
1412 $self->paystart_month('');
1413 $self->paystart_year('');
1414 $self->payissue('');
1417 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1419 my $payinfo = $self->payinfo;
1420 $payinfo =~ s/[^\d\@]//g;
1421 if ( $conf->exists('echeck-nonus') ) {
1422 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1423 $payinfo = "$1\@$2";
1425 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1426 $payinfo = "$1\@$2";
1428 $self->payinfo($payinfo);
1431 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1433 return 'Banned ACH account: banned on '.
1434 time2str('%a %h %o at %r', $ban->_date).
1435 ' by '. $ban->otaker.
1436 ' (ban# '. $ban->bannum. ')';
1439 } elsif ( $self->payby eq 'LECB' ) {
1441 my $payinfo = $self->payinfo;
1442 $payinfo =~ s/\D//g;
1443 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1445 $self->payinfo($payinfo);
1448 } elsif ( $self->payby eq 'BILL' ) {
1450 $error = $self->ut_textn('payinfo');
1451 return "Illegal P.O. number: ". $self->payinfo if $error;
1454 } elsif ( $self->payby eq 'COMP' ) {
1456 my $curuser = $FS::CurrentUser::CurrentUser;
1457 if ( ! $self->custnum
1458 && ! $curuser->access_right('Complimentary customer')
1461 return "You are not permitted to create complimentary accounts."
1464 $error = $self->ut_textn('payinfo');
1465 return "Illegal comp account issuer: ". $self->payinfo if $error;
1468 } elsif ( $self->payby eq 'PREPAY' ) {
1470 my $payinfo = $self->payinfo;
1471 $payinfo =~ s/\W//g; #anything else would just confuse things
1472 $self->payinfo($payinfo);
1473 $error = $self->ut_alpha('payinfo');
1474 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1475 return "Unknown prepayment identifier"
1476 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1481 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1482 return "Expiration date required"
1483 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1487 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1488 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1489 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1490 ( $m, $y ) = ( $3, "20$2" );
1492 return "Illegal expiration date: ". $self->paydate;
1494 $self->paydate("$y-$m-01");
1495 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1496 return gettext('expired_card')
1498 && !$ignore_expired_card
1499 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1502 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1503 ( ! $conf->exists('require_cardname')
1504 || $self->payby !~ /^(CARD|DCRD)$/ )
1506 $self->payname( $self->first. " ". $self->getfield('last') );
1508 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1509 or return gettext('illegal_name'). " payname: ". $self->payname;
1513 foreach my $flag (qw( tax spool_cdr )) {
1514 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1518 $self->otaker(getotaker) unless $self->otaker;
1520 warn "$me check AFTER: \n". $self->_dump
1523 $self->SUPER::check;
1528 Returns all packages (see L<FS::cust_pkg>) for this customer.
1535 return $self->num_pkgs unless wantarray;
1538 if ( $self->{'_pkgnum'} ) {
1539 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1541 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1544 sort sort_packages @cust_pkg;
1547 =item ncancelled_pkgs
1549 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1553 sub ncancelled_pkgs {
1556 return $self->num_ncancelled_pkgs unless wantarray;
1559 if ( $self->{'_pkgnum'} ) {
1561 @cust_pkg = grep { ! $_->getfield('cancel') }
1562 values %{ $self->{'_pkgnum'}->cache };
1567 qsearch( 'cust_pkg', {
1568 'custnum' => $self->custnum,
1572 qsearch( 'cust_pkg', {
1573 'custnum' => $self->custnum,
1578 sort sort_packages @cust_pkg;
1582 # This should be generalized to use config options to determine order.
1584 if ( $a->get('cancel') and $b->get('cancel') ) {
1585 $a->pkgnum <=> $b->pkgnum;
1586 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1587 return -1 if $b->get('cancel');
1588 return 1 if $a->get('cancel');
1591 $a->pkgnum <=> $b->pkgnum;
1595 =item suspended_pkgs
1597 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1601 sub suspended_pkgs {
1603 grep { $_->susp } $self->ncancelled_pkgs;
1606 =item unflagged_suspended_pkgs
1608 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1609 customer (thouse packages without the `manual_flag' set).
1613 sub unflagged_suspended_pkgs {
1615 return $self->suspended_pkgs
1616 unless dbdef->table('cust_pkg')->column('manual_flag');
1617 grep { ! $_->manual_flag } $self->suspended_pkgs;
1620 =item unsuspended_pkgs
1622 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1627 sub unsuspended_pkgs {
1629 grep { ! $_->susp } $self->ncancelled_pkgs;
1632 =item num_cancelled_pkgs
1634 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1639 sub num_cancelled_pkgs {
1640 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1643 sub num_ncancelled_pkgs {
1644 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1648 my( $self, $sql ) = @_;
1649 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1650 my $sth = dbh->prepare(
1651 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1652 ) or die dbh->errstr;
1653 $sth->execute($self->custnum) or die $sth->errstr;
1654 $sth->fetchrow_arrayref->[0];
1659 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1660 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1661 on success or a list of errors.
1667 grep { $_->unsuspend } $self->suspended_pkgs;
1672 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1674 Returns a list: an empty list on success or a list of errors.
1680 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1683 =item suspend_if_pkgpart PKGPART [ , PKGPART ... ]
1685 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1686 PKGPARTs (see L<FS::part_pkg>).
1688 Returns a list: an empty list on success or a list of errors.
1692 sub suspend_if_pkgpart {
1694 my (@pkgparts, %opt);
1695 if (ref($_[0]) eq 'HASH'){
1696 @pkgparts = @{$_[0]{pkgparts}};
1701 grep { $_->suspend(%opt) }
1702 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1703 $self->unsuspended_pkgs;
1706 =item suspend_unless_pkgpart PKGPART [ , PKGPART ... ]
1708 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1709 listed PKGPARTs (see L<FS::part_pkg>).
1711 Returns a list: an empty list on success or a list of errors.
1715 sub suspend_unless_pkgpart {
1717 my (@pkgparts, %opt);
1718 if (ref($_[0]) eq 'HASH'){
1719 @pkgparts = @{$_[0]{pkgparts}};
1724 grep { $_->suspend(%opt) }
1725 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1726 $self->unsuspended_pkgs;
1729 =item cancel [ OPTION => VALUE ... ]
1731 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1733 Available options are: I<quiet>, I<reasonnum>, and I<ban>
1735 I<quiet> can be set true to supress email cancellation notices.
1737 # I<reasonnum> can be set to a cancellation reason (see L<FS::cancel_reason>)
1739 I<ban> can be set true to ban this customer's credit card or ACH information,
1742 Always returns a list: an empty list on success or a list of errors.
1750 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1752 #should try decryption (we might have the private key)
1753 # and if not maybe queue a job for the server that does?
1754 return ( "Can't (yet) ban encrypted credit cards" )
1755 if $self->is_encrypted($self->payinfo);
1757 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1758 my $error = $ban->insert;
1759 return ( $error ) if $error;
1763 grep { $_ } map { $_->cancel(@_) } $self->ncancelled_pkgs;
1766 sub _banned_pay_hashref {
1777 'payby' => $payby2ban{$self->payby},
1778 'payinfo' => md5_base64($self->payinfo),
1779 #don't ever *search* on reason! #'reason' =>
1785 Returns all notes (see L<FS::cust_main_note>) for this customer.
1792 qsearch( 'cust_main_note',
1793 { 'custnum' => $self->custnum },
1795 'ORDER BY _DATE DESC'
1801 Returns the agent (see L<FS::agent>) for this customer.
1807 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1812 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1813 conjunction with the collect method.
1815 Options are passed as name-value pairs.
1817 Currently available options are:
1819 resetup - if set true, re-charges setup fees.
1821 time - bills the customer as if it were that time. Specified as a UNIX
1822 timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and
1823 L<Date::Parse> for conversion functions. For example:
1827 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1830 If there is an error, returns the error, otherwise returns false.
1835 my( $self, %options ) = @_;
1836 return '' if $self->payby eq 'COMP';
1837 warn "$me bill customer ". $self->custnum. "\n"
1840 my $time = $options{'time'} || time;
1845 local $SIG{HUP} = 'IGNORE';
1846 local $SIG{INT} = 'IGNORE';
1847 local $SIG{QUIT} = 'IGNORE';
1848 local $SIG{TERM} = 'IGNORE';
1849 local $SIG{TSTP} = 'IGNORE';
1850 local $SIG{PIPE} = 'IGNORE';
1852 my $oldAutoCommit = $FS::UID::AutoCommit;
1853 local $FS::UID::AutoCommit = 0;
1856 $self->select_for_update; #mutex
1858 #create a new invoice
1859 #(we'll remove it later if it doesn't actually need to be generated [contains
1860 # no line items] and we're inside a transaciton so nothing else will see it)
1861 my $cust_bill = new FS::cust_bill ( {
1862 'custnum' => $self->custnum,
1864 #'charged' => $charged,
1867 $error = $cust_bill->insert;
1869 $dbh->rollback if $oldAutoCommit;
1870 return "can't create invoice for customer #". $self->custnum. ": $error";
1872 my $invnum = $cust_bill->invnum;
1875 # find the packages which are due for billing, find out how much they are
1876 # & generate invoice database.
1879 my( $total_setup, $total_recur ) = ( 0, 0 );
1881 my @precommit_hooks = ();
1883 foreach my $cust_pkg (
1884 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
1887 #NO!! next if $cust_pkg->cancel;
1888 next if $cust_pkg->getfield('cancel');
1890 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
1892 #? to avoid use of uninitialized value errors... ?
1893 $cust_pkg->setfield('bill', '')
1894 unless defined($cust_pkg->bill);
1896 my $part_pkg = $cust_pkg->part_pkg;
1898 my %hash = $cust_pkg->hash;
1899 my $old_cust_pkg = new FS::cust_pkg \%hash;
1908 if ( ! $cust_pkg->setup &&
1910 ( $conf->exists('disable_setup_suspended_pkgs') &&
1911 ! $cust_pkg->getfield('susp')
1912 ) || ! $conf->exists('disable_setup_suspended_pkgs')
1914 || $options{'resetup'}
1917 warn " bill setup\n" if $DEBUG > 1;
1919 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
1921 $dbh->rollback if $oldAutoCommit;
1922 return "$@ running calc_setup for $cust_pkg\n";
1925 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
1929 # bill recurring fee
1934 if ( $part_pkg->getfield('freq') ne '0' &&
1935 ! $cust_pkg->getfield('susp') &&
1936 ( $cust_pkg->getfield('bill') || 0 ) <= $time
1939 warn " bill recur\n" if $DEBUG > 1;
1941 # XXX shared with $recur_prog
1942 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1944 #over two params! lets at least switch to a hashref for the rest...
1945 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
1947 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
1949 $dbh->rollback if $oldAutoCommit;
1950 return "$@ running calc_recur for $cust_pkg\n";
1953 #change this bit to use Date::Manip? CAREFUL with timezones (see
1954 # mailing list archive)
1955 my ($sec,$min,$hour,$mday,$mon,$year) =
1956 (localtime($sdate) )[0,1,2,3,4,5];
1958 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
1959 # only for figuring next bill date, nothing else, so, reset $sdate again
1961 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1962 $cust_pkg->last_bill($sdate)
1963 if $cust_pkg->dbdef_table->column('last_bill');
1965 if ( $part_pkg->freq =~ /^\d+$/ ) {
1966 $mon += $part_pkg->freq;
1967 until ( $mon < 12 ) { $mon -= 12; $year++; }
1968 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
1970 $mday += $weeks * 7;
1971 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
1974 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
1978 $dbh->rollback if $oldAutoCommit;
1979 return "unparsable frequency: ". $part_pkg->freq;
1981 $cust_pkg->setfield('bill',
1982 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
1985 warn "\$setup is undefined" unless defined($setup);
1986 warn "\$recur is undefined" unless defined($recur);
1987 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1990 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
1993 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
1995 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1998 $error=$cust_pkg->replace($old_cust_pkg,
1999 options => { $cust_pkg->options },
2001 if ( $error ) { #just in case
2002 $dbh->rollback if $oldAutoCommit;
2003 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2006 $setup = sprintf( "%.2f", $setup );
2007 $recur = sprintf( "%.2f", $recur );
2008 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2009 $dbh->rollback if $oldAutoCommit;
2010 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2012 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2013 $dbh->rollback if $oldAutoCommit;
2014 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2017 if ( $setup != 0 || $recur != 0 ) {
2019 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2021 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2022 'invnum' => $invnum,
2023 'pkgnum' => $cust_pkg->pkgnum,
2027 'edate' => $cust_pkg->bill,
2028 'details' => \@details,
2030 $error = $cust_bill_pkg->insert;
2032 $dbh->rollback if $oldAutoCommit;
2033 return "can't create invoice line item for invoice #$invnum: $error";
2035 $total_setup += $setup;
2036 $total_recur += $recur;
2042 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2045 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2048 my %taxhash = map { $_ => $self->get("$prefix$_") }
2049 qw( state county country );
2051 $taxhash{'taxclass'} = $part_pkg->taxclass;
2053 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2056 $taxhash{'taxclass'} = '';
2057 @taxes = qsearch( 'cust_main_county', \%taxhash );
2060 #one more try at a whole-country tax rate
2062 $taxhash{$_} = '' foreach qw( state county );
2063 @taxes = qsearch( 'cust_main_county', \%taxhash );
2066 # maybe eliminate this entirely, along with all the 0% records
2068 $dbh->rollback if $oldAutoCommit;
2070 "fatal: can't find tax rate for state/county/country/taxclass ".
2071 join('/', ( map $self->get("$prefix$_"),
2072 qw(state county country)
2074 $part_pkg->taxclass ). "\n";
2077 foreach my $tax ( @taxes ) {
2079 my $taxable_charged = 0;
2080 $taxable_charged += $setup
2081 unless $part_pkg->setuptax =~ /^Y$/i
2082 || $tax->setuptax =~ /^Y$/i;
2083 $taxable_charged += $recur
2084 unless $part_pkg->recurtax =~ /^Y$/i
2085 || $tax->recurtax =~ /^Y$/i;
2086 next unless $taxable_charged;
2088 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2089 #my ($mon,$year) = (localtime($sdate) )[4,5];
2090 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2092 my $freq = $part_pkg->freq || 1;
2093 if ( $freq !~ /(\d+)$/ ) {
2094 $dbh->rollback if $oldAutoCommit;
2095 return "daily/weekly package definitions not (yet?)".
2096 " compatible with monthly tax exemptions";
2098 my $taxable_per_month =
2099 sprintf("%.2f", $taxable_charged / $freq );
2101 #call the whole thing off if this customer has any old
2102 #exemption records...
2103 my @cust_tax_exempt =
2104 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2105 if ( @cust_tax_exempt ) {
2106 $dbh->rollback if $oldAutoCommit;
2108 'this customer still has old-style tax exemption records; '.
2109 'run bin/fs-migrate-cust_tax_exempt?';
2112 foreach my $which_month ( 1 .. $freq ) {
2114 #maintain the new exemption table now
2117 FROM cust_tax_exempt_pkg
2118 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2119 LEFT JOIN cust_bill USING ( invnum )
2125 my $sth = dbh->prepare($sql) or do {
2126 $dbh->rollback if $oldAutoCommit;
2127 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2135 $dbh->rollback if $oldAutoCommit;
2136 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2138 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2140 my $remaining_exemption =
2141 $tax->exempt_amount - $existing_exemption;
2142 if ( $remaining_exemption > 0 ) {
2143 my $addl = $remaining_exemption > $taxable_per_month
2144 ? $taxable_per_month
2145 : $remaining_exemption;
2146 $taxable_charged -= $addl;
2148 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2149 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2150 'taxnum' => $tax->taxnum,
2151 'year' => 1900+$year,
2153 'amount' => sprintf("%.2f", $addl ),
2155 $error = $cust_tax_exempt_pkg->insert;
2157 $dbh->rollback if $oldAutoCommit;
2158 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2160 } # if $remaining_exemption > 0
2164 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2165 until ( $mon < 13 ) { $mon -= 12; $year++; }
2167 } #foreach $which_month
2169 } #if $tax->exempt_amount
2171 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2173 #$tax += $taxable_charged * $cust_main_county->tax / 100
2174 $tax{ $tax->taxname || 'Tax' } +=
2175 $taxable_charged * $tax->tax / 100
2177 } #foreach my $tax ( @taxes )
2179 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2181 } #if $setup != 0 || $recur != 0
2183 } #if $cust_pkg->modified
2185 } #foreach my $cust_pkg
2187 unless ( $cust_bill->cust_bill_pkg ) {
2188 $cust_bill->delete; #don't create an invoice w/o line items
2189 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2193 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2195 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2196 my $tax = sprintf("%.2f", $tax{$taxname} );
2197 $charged = sprintf( "%.2f", $charged+$tax );
2199 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2200 'invnum' => $invnum,
2206 'itemdesc' => $taxname,
2208 $error = $cust_bill_pkg->insert;
2210 $dbh->rollback if $oldAutoCommit;
2211 return "can't create invoice line item for invoice #$invnum: $error";
2213 $total_setup += $tax;
2217 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2218 $error = $cust_bill->replace;
2220 $dbh->rollback if $oldAutoCommit;
2221 return "can't update charged for invoice #$invnum: $error";
2224 foreach my $hook ( @precommit_hooks ) {
2226 &{$hook}; #($self) ?
2229 $dbh->rollback if $oldAutoCommit;
2230 return "$@ running precommit hook $hook\n";
2234 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2238 =item collect OPTIONS
2240 (Attempt to) collect money for this customer's outstanding invoices (see
2241 L<FS::cust_bill>). Usually used after the bill method.
2243 Depending on the value of `payby', this may print or email an invoice (I<BILL>,
2244 I<DCRD>, or I<DCHK>), charge a credit card (I<CARD>), charge via electronic
2245 check/ACH (I<CHEK>), or just add any necessary (pseudo-)payment (I<COMP>).
2247 Most actions are now triggered by invoice events; see L<FS::part_bill_event>
2248 and the invoice events web interface.
2250 If there is an error, returns the error, otherwise returns false.
2252 Options are passed as name-value pairs.
2254 Currently available options are:
2256 invoice_time - Use this time when deciding when to print invoices and
2257 late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse>
2258 for conversion functions.
2260 retry - Retry card/echeck/LEC transactions even when not scheduled by invoice
2263 quiet - set true to surpress email card/ACH decline notices.
2265 freq - "1d" for the traditional, daily events (the default), or "1m" for the
2268 payby - allows for one time override of normal customer billing method
2273 my( $self, %options ) = @_;
2274 my $invoice_time = $options{'invoice_time'} || time;
2277 local $SIG{HUP} = 'IGNORE';
2278 local $SIG{INT} = 'IGNORE';
2279 local $SIG{QUIT} = 'IGNORE';
2280 local $SIG{TERM} = 'IGNORE';
2281 local $SIG{TSTP} = 'IGNORE';
2282 local $SIG{PIPE} = 'IGNORE';
2284 my $oldAutoCommit = $FS::UID::AutoCommit;
2285 local $FS::UID::AutoCommit = 0;
2288 $self->select_for_update; #mutex
2290 my $balance = $self->balance;
2291 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2293 unless ( $balance > 0 ) { #redundant?????
2294 $dbh->rollback if $oldAutoCommit; #hmm
2298 if ( exists($options{'retry_card'}) ) {
2299 carp 'retry_card option passed to collect is deprecated; use retry';
2300 $options{'retry'} ||= $options{'retry_card'};
2302 if ( exists($options{'retry'}) && $options{'retry'} ) {
2303 my $error = $self->retry_realtime;
2305 $dbh->rollback if $oldAutoCommit;
2311 if ( defined $options{'freq'} && $options{'freq'} eq '1m' ) {
2312 $extra_sql = " AND freq = '1m' ";
2314 $extra_sql = " AND ( freq = '1d' OR freq IS NULL OR freq = '' ) ";
2317 foreach my $cust_bill ( $self->open_cust_bill ) {
2319 # don't try to charge for the same invoice if it's already in a batch
2320 #next if qsearchs( 'cust_pay_batch', { 'invnum' => $cust_bill->invnum } );
2322 last if $self->balance <= 0;
2324 warn " invnum ". $cust_bill->invnum. " (owed ". $cust_bill->owed. ")\n"
2327 foreach my $part_bill_event ( due_events ( $cust_bill,
2328 exists($options{'payby'})
2334 last if $cust_bill->owed <= 0 # don't run subsequent events if owed<=0
2335 || $self->balance <= 0; # or if balance<=0
2338 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2339 warn " do_event " . $cust_bill . " ". (%options) . "\n"
2342 if (my $error = $part_bill_event->do_event($cust_bill, %options)) {
2343 # gah, even with transactions.
2344 $dbh->commit if $oldAutoCommit; #well.
2353 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2358 =item retry_realtime
2360 Schedules realtime / batch credit card / electronic check / LEC billing
2361 events for for retry. Useful if card information has changed or manual
2362 retry is desired. The 'collect' method must be called to actually retry
2365 Implementation details: For each of this customer's open invoices, changes
2366 the status of the first "done" (with statustext error) realtime processing
2371 sub retry_realtime {
2374 local $SIG{HUP} = 'IGNORE';
2375 local $SIG{INT} = 'IGNORE';
2376 local $SIG{QUIT} = 'IGNORE';
2377 local $SIG{TERM} = 'IGNORE';
2378 local $SIG{TSTP} = 'IGNORE';
2379 local $SIG{PIPE} = 'IGNORE';
2381 my $oldAutoCommit = $FS::UID::AutoCommit;
2382 local $FS::UID::AutoCommit = 0;
2385 foreach my $cust_bill (
2386 grep { $_->cust_bill_event }
2387 $self->open_cust_bill
2389 my @cust_bill_event =
2390 sort { $a->part_bill_event->seconds <=> $b->part_bill_event->seconds }
2392 #$_->part_bill_event->plan eq 'realtime-card'
2393 $_->part_bill_event->eventcode =~
2394 /\$cust_bill\->(batch|realtime)_(card|ach|lec)/
2395 && $_->status eq 'done'
2398 $cust_bill->cust_bill_event;
2399 next unless @cust_bill_event;
2400 my $error = $cust_bill_event[0]->retry;
2402 $dbh->rollback if $oldAutoCommit;
2403 return "error scheduling invoice event for retry: $error";
2408 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2413 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2415 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2416 via a Business::OnlinePayment realtime gateway. See
2417 L<http://420.am/business-onlinepayment> for supported gateways.
2419 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2421 Available options are: I<description>, I<invnum>, I<quiet>
2423 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2424 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2425 if set, will override the value from the customer record.
2427 I<description> is a free-text field passed to the gateway. It defaults to
2428 "Internet services".
2430 If an I<invnum> is specified, this payment (if successful) is applied to the
2431 specified invoice. If you don't specify an I<invnum> you might want to
2432 call the B<apply_payments> method.
2434 I<quiet> can be set true to surpress email decline notices.
2436 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2441 my( $self, $method, $amount, %options ) = @_;
2443 warn "$me realtime_bop: $method $amount\n";
2444 warn " $_ => $options{$_}\n" foreach keys %options;
2447 $options{'description'} ||= 'Internet services';
2449 eval "use Business::OnlinePayment";
2452 my $payinfo = exists($options{'payinfo'})
2453 ? $options{'payinfo'}
2461 if ( $options{'invnum'} ) {
2462 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2463 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2465 map { $_->part_pkg->taxclass }
2467 map { $_->cust_pkg }
2468 $cust_bill->cust_bill_pkg;
2469 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2470 #different taxclasses
2471 $taxclass = $taxclasses[0];
2475 #look for an agent gateway override first
2477 if ( $method eq 'CC' ) {
2478 $cardtype = cardtype($payinfo);
2479 } elsif ( $method eq 'ECHECK' ) {
2482 $cardtype = $method;
2486 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2487 cardtype => $cardtype,
2488 taxclass => $taxclass, } )
2489 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2491 taxclass => $taxclass, } )
2492 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2493 cardtype => $cardtype,
2495 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2497 taxclass => '', } );
2499 my $payment_gateway = '';
2500 my( $processor, $login, $password, $action, @bop_options );
2501 if ( $override ) { #use a payment gateway override
2503 $payment_gateway = $override->payment_gateway;
2505 $processor = $payment_gateway->gateway_module;
2506 $login = $payment_gateway->gateway_username;
2507 $password = $payment_gateway->gateway_password;
2508 $action = $payment_gateway->gateway_action;
2509 @bop_options = $payment_gateway->options;
2511 } else { #use the standard settings from the config
2513 ( $processor, $login, $password, $action, @bop_options ) =
2514 $self->default_payment_gateway($method);
2522 my $address = exists($options{'address1'})
2523 ? $options{'address1'}
2525 my $address2 = exists($options{'address2'})
2526 ? $options{'address2'}
2528 $address .= ", ". $address2 if length($address2);
2530 my $o_payname = exists($options{'payname'})
2531 ? $options{'payname'}
2533 my($payname, $payfirst, $paylast);
2534 if ( $o_payname && $method ne 'ECHECK' ) {
2535 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2536 or return "Illegal payname $payname";
2537 ($payfirst, $paylast) = ($1, $2);
2539 $payfirst = $self->getfield('first');
2540 $paylast = $self->getfield('last');
2541 $payname = "$payfirst $paylast";
2544 my @invoicing_list = $self->invoicing_list_emailonly;
2545 if ( $conf->exists('emailinvoiceautoalways')
2546 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
2547 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
2548 push @invoicing_list, $self->all_emails;
2551 my $email = ($conf->exists('business-onlinepayment-email-override'))
2552 ? $conf->config('business-onlinepayment-email-override')
2553 : $invoicing_list[0];
2557 my $payip = exists($options{'payip'})
2560 $content{customer_ip} = $payip
2563 $content{invoice_number} = $options{'invnum'}
2564 if exists($options{'invnum'}) && length($options{'invnum'});
2566 if ( $method eq 'CC' ) {
2568 $content{card_number} = $payinfo;
2569 my $paydate = exists($options{'paydate'})
2570 ? $options{'paydate'}
2572 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2573 $content{expiration} = "$2/$1";
2575 my $paycvv = exists($options{'paycvv'})
2576 ? $options{'paycvv'}
2578 $content{cvv2} = $self->paycvv
2581 my $paystart_month = exists($options{'paystart_month'})
2582 ? $options{'paystart_month'}
2583 : $self->paystart_month;
2585 my $paystart_year = exists($options{'paystart_year'})
2586 ? $options{'paystart_year'}
2587 : $self->paystart_year;
2589 $content{card_start} = "$paystart_month/$paystart_year"
2590 if $paystart_month && $paystart_year;
2592 my $payissue = exists($options{'payissue'})
2593 ? $options{'payissue'}
2595 $content{issue_number} = $payissue if $payissue;
2597 $content{recurring_billing} = 'YES'
2598 if qsearch('cust_pay', { 'custnum' => $self->custnum,
2600 'payinfo' => $payinfo,
2602 || qsearch('cust_pay', { 'custnum' => $self->custnum,
2604 'paymask' => $self->mask_payinfo('CARD', $payinfo),
2608 } elsif ( $method eq 'ECHECK' ) {
2609 ( $content{account_number}, $content{routing_code} ) =
2610 split('@', $payinfo);
2611 $content{bank_name} = $o_payname;
2612 $content{account_type} = 'CHECKING';
2613 $content{account_name} = $payname;
2614 $content{customer_org} = $self->company ? 'B' : 'I';
2615 $content{customer_ssn} = exists($options{'ss'})
2618 } elsif ( $method eq 'LEC' ) {
2619 $content{phone} = $payinfo;
2623 # run transaction(s)
2626 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
2628 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
2629 $transaction->content(
2632 'password' => $password,
2633 'action' => $action1,
2634 'description' => $options{'description'},
2635 'amount' => $amount,
2636 #'invoice_number' => $options{'invnum'},
2637 'customer_id' => $self->custnum,
2638 'last_name' => $paylast,
2639 'first_name' => $payfirst,
2641 'address' => $address,
2642 'city' => ( exists($options{'city'})
2645 'state' => ( exists($options{'state'})
2648 'zip' => ( exists($options{'zip'})
2651 'country' => ( exists($options{'country'})
2652 ? $options{'country'}
2654 'referer' => 'http://cleanwhisker.420.am/',
2656 'phone' => $self->daytime || $self->night,
2659 $transaction->submit();
2661 if ( $transaction->is_success() && $action2 ) {
2662 my $auth = $transaction->authorization;
2663 my $ordernum = $transaction->can('order_number')
2664 ? $transaction->order_number
2668 new Business::OnlinePayment( $processor, @bop_options );
2675 password => $password,
2676 order_number => $ordernum,
2678 authorization => $auth,
2679 description => $options{'description'},
2682 foreach my $field (qw( authorization_source_code returned_ACI
2683 transaction_identifier validation_code
2684 transaction_sequence_num local_transaction_date
2685 local_transaction_time AVS_result_code )) {
2686 $capture{$field} = $transaction->$field() if $transaction->can($field);
2689 $capture->content( %capture );
2693 unless ( $capture->is_success ) {
2694 my $e = "Authorization successful but capture failed, custnum #".
2695 $self->custnum. ': '. $capture->result_code.
2696 ": ". $capture->error_message;
2704 # remove paycvv after initial transaction
2707 #false laziness w/misc/process/payment.cgi - check both to make sure working
2709 if ( defined $self->dbdef_table->column('paycvv')
2710 && length($self->paycvv)
2711 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
2713 my $error = $self->remove_cvv;
2715 warn "WARNING: error removing cvv: $error\n";
2723 if ( $transaction->is_success() ) {
2725 my %method2payby = (
2732 if ( $payment_gateway ) { # agent override
2733 $paybatch = $payment_gateway->gatewaynum. '-';
2736 $paybatch .= "$processor:". $transaction->authorization;
2738 $paybatch .= ':'. $transaction->order_number
2739 if $transaction->can('order_number')
2740 && length($transaction->order_number);
2742 my $cust_pay = new FS::cust_pay ( {
2743 'custnum' => $self->custnum,
2744 'invnum' => $options{'invnum'},
2747 'payby' => $method2payby{$method},
2748 'payinfo' => $payinfo,
2749 'paybatch' => $paybatch,
2751 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
2753 $cust_pay->invnum(''); #try again with no specific invnum
2754 my $error2 = $cust_pay->insert( $options{'manual'} ?
2755 ( 'manual' => 1 ) : ()
2758 # gah, even with transactions.
2759 my $e = 'WARNING: Card/ACH debited but database not updated - '.
2760 "error inserting payment ($processor): $error2".
2761 " (previously tried insert with invnum #$options{'invnum'}" .
2767 return ''; #no error
2771 my $perror = "$processor error: ". $transaction->error_message;
2773 unless ( $transaction->error_message ) {
2776 #this should be normalized :/
2778 # bad, ad-hoc B:OP:PayflowPro "transaction_response" BS
2779 if ( $transaction->can('param')
2780 && $transaction->param('transaction_response') ) {
2781 $t_response = $transaction->param('transaction_response')
2783 # slightly better, ad-hoc B:OP:TransactionCentral without "param"
2784 } elsif ( $transaction->can('response_page') ) {
2786 'page' => ( $transaction->can('response_page')
2787 ? $transaction->response_page
2790 'code' => ( $transaction->can('response_code')
2791 ? $transaction->response_code
2794 'headers' => ( $transaction->can('response_headers')
2795 ? $transaction->response_headers
2801 "No additional debugging information available for $processor";
2804 $perror .= "No error_message returned from $processor -- ".
2805 ( ref($t_response) ? Dumper($t_response) : $t_response );
2809 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
2810 && $conf->exists('emaildecline')
2811 && grep { $_ ne 'POST' } $self->invoicing_list
2812 && ! grep { $transaction->error_message =~ /$_/ }
2813 $conf->config('emaildecline-exclude')
2815 my @templ = $conf->config('declinetemplate');
2816 my $template = new Text::Template (
2818 SOURCE => [ map "$_\n", @templ ],
2819 ) or return "($perror) can't create template: $Text::Template::ERROR";
2820 $template->compile()
2821 or return "($perror) can't compile template: $Text::Template::ERROR";
2823 my $templ_hash = { error => $transaction->error_message };
2825 my $error = send_email(
2826 'from' => $conf->config('invoice_from'),
2827 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
2828 'subject' => 'Your payment could not be processed',
2829 'body' => [ $template->fill_in(HASH => $templ_hash) ],
2832 $perror .= " (also received error sending decline notification: $error)"
2842 =item default_payment_gateway
2846 sub default_payment_gateway {
2847 my( $self, $method ) = @_;
2849 die "Real-time processing not enabled\n"
2850 unless $conf->exists('business-onlinepayment');
2853 my $bop_config = 'business-onlinepayment';
2854 $bop_config .= '-ach'
2855 if $method eq 'ECHECK' && $conf->exists($bop_config. '-ach');
2856 my ( $processor, $login, $password, $action, @bop_options ) =
2857 $conf->config($bop_config);
2858 $action ||= 'normal authorization';
2859 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
2860 die "No real-time processor is enabled - ".
2861 "did you set the business-onlinepayment configuration value?\n"
2864 ( $processor, $login, $password, $action, @bop_options )
2869 Removes the I<paycvv> field from the database directly.
2871 If there is an error, returns the error, otherwise returns false.
2877 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2878 or return dbh->errstr;
2879 $sth->execute($self->custnum)
2880 or return $sth->errstr;
2885 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
2887 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
2888 via a Business::OnlinePayment realtime gateway. See
2889 L<http://420.am/business-onlinepayment> for supported gateways.
2891 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2893 Available options are: I<amount>, I<reason>, I<paynum>
2895 Most gateways require a reference to an original payment transaction to refund,
2896 so you probably need to specify a I<paynum>.
2898 I<amount> defaults to the original amount of the payment if not specified.
2900 I<reason> specifies a reason for the refund.
2902 Implementation note: If I<amount> is unspecified or equal to the amount of the
2903 orignal payment, first an attempt is made to "void" the transaction via
2904 the gateway (to cancel a not-yet settled transaction) and then if that fails,
2905 the normal attempt is made to "refund" ("credit") the transaction via the
2906 gateway is attempted.
2908 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2909 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2910 #if set, will override the value from the customer record.
2912 #If an I<invnum> is specified, this payment (if successful) is applied to the
2913 #specified invoice. If you don't specify an I<invnum> you might want to
2914 #call the B<apply_payments> method.
2918 #some false laziness w/realtime_bop, not enough to make it worth merging
2919 #but some useful small subs should be pulled out
2920 sub realtime_refund_bop {
2921 my( $self, $method, %options ) = @_;
2923 warn "$me realtime_refund_bop: $method refund\n";
2924 warn " $_ => $options{$_}\n" foreach keys %options;
2927 eval "use Business::OnlinePayment";
2931 # look up the original payment and optionally a gateway for that payment
2935 my $amount = $options{'amount'};
2937 my( $processor, $login, $password, @bop_options ) ;
2938 my( $auth, $order_number ) = ( '', '', '' );
2940 if ( $options{'paynum'} ) {
2942 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
2943 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
2944 or return "Unknown paynum $options{'paynum'}";
2945 $amount ||= $cust_pay->paid;
2947 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
2948 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
2949 $cust_pay->paybatch;
2950 my $gatewaynum = '';
2951 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
2953 if ( $gatewaynum ) { #gateway for the payment to be refunded
2955 my $payment_gateway =
2956 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
2957 die "payment gateway $gatewaynum not found"
2958 unless $payment_gateway;
2960 $processor = $payment_gateway->gateway_module;
2961 $login = $payment_gateway->gateway_username;
2962 $password = $payment_gateway->gateway_password;
2963 @bop_options = $payment_gateway->options;
2965 } else { #try the default gateway
2967 my( $conf_processor, $unused_action );
2968 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
2969 $self->default_payment_gateway($method);
2971 return "processor of payment $options{'paynum'} $processor does not".
2972 " match default processor $conf_processor"
2973 unless $processor eq $conf_processor;
2978 } else { # didn't specify a paynum, so look for agent gateway overrides
2979 # like a normal transaction
2982 if ( $method eq 'CC' ) {
2983 $cardtype = cardtype($self->payinfo);
2984 } elsif ( $method eq 'ECHECK' ) {
2987 $cardtype = $method;
2990 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2991 cardtype => $cardtype,
2993 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2995 taxclass => '', } );
2997 if ( $override ) { #use a payment gateway override
2999 my $payment_gateway = $override->payment_gateway;
3001 $processor = $payment_gateway->gateway_module;
3002 $login = $payment_gateway->gateway_username;
3003 $password = $payment_gateway->gateway_password;
3004 #$action = $payment_gateway->gateway_action;
3005 @bop_options = $payment_gateway->options;
3007 } else { #use the standard settings from the config
3010 ( $processor, $login, $password, $unused_action, @bop_options ) =
3011 $self->default_payment_gateway($method);
3016 return "neither amount nor paynum specified" unless $amount;
3021 'password' => $password,
3022 'order_number' => $order_number,
3023 'amount' => $amount,
3024 'referer' => 'http://cleanwhisker.420.am/',
3026 $content{authorization} = $auth
3027 if length($auth); #echeck/ACH transactions have an order # but no auth
3028 #(at least with authorize.net)
3030 #first try void if applicable
3031 if ( $cust_pay && $cust_pay->paid == $amount ) { #and check dates?
3032 warn " attempting void\n" if $DEBUG > 1;
3033 my $void = new Business::OnlinePayment( $processor, @bop_options );
3034 $void->content( 'action' => 'void', %content );
3036 if ( $void->is_success ) {
3037 my $error = $cust_pay->void($options{'reason'});
3039 # gah, even with transactions.
3040 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3041 "error voiding payment: $error";
3045 warn " void successful\n" if $DEBUG > 1;
3050 warn " void unsuccessful, trying refund\n"
3054 my $address = $self->address1;
3055 $address .= ", ". $self->address2 if $self->address2;
3057 my($payname, $payfirst, $paylast);
3058 if ( $self->payname && $method ne 'ECHECK' ) {
3059 $payname = $self->payname;
3060 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3061 or return "Illegal payname $payname";
3062 ($payfirst, $paylast) = ($1, $2);
3064 $payfirst = $self->getfield('first');
3065 $paylast = $self->getfield('last');
3066 $payname = "$payfirst $paylast";
3069 my @invoicing_list = $self->invoicing_list_emailonly;
3070 if ( $conf->exists('emailinvoiceautoalways')
3071 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3072 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3073 push @invoicing_list, $self->all_emails;
3076 my $email = ($conf->exists('business-onlinepayment-email-override'))
3077 ? $conf->config('business-onlinepayment-email-override')
3078 : $invoicing_list[0];
3080 my $payip = exists($options{'payip'})
3083 $content{customer_ip} = $payip
3087 if ( $method eq 'CC' ) {
3090 $content{card_number} = $payinfo = $cust_pay->payinfo;
3091 #$self->paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3092 #$content{expiration} = "$2/$1";
3094 $content{card_number} = $payinfo = $self->payinfo;
3095 $self->paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3096 $content{expiration} = "$2/$1";
3099 } elsif ( $method eq 'ECHECK' ) {
3100 ( $content{account_number}, $content{routing_code} ) =
3101 split('@', $payinfo = $self->payinfo);
3102 $content{bank_name} = $self->payname;
3103 $content{account_type} = 'CHECKING';
3104 $content{account_name} = $payname;
3105 $content{customer_org} = $self->company ? 'B' : 'I';
3106 $content{customer_ssn} = $self->ss;
3107 } elsif ( $method eq 'LEC' ) {
3108 $content{phone} = $payinfo = $self->payinfo;
3112 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3113 my %sub_content = $refund->content(
3114 'action' => 'credit',
3115 'customer_id' => $self->custnum,
3116 'last_name' => $paylast,
3117 'first_name' => $payfirst,
3119 'address' => $address,
3120 'city' => $self->city,
3121 'state' => $self->state,
3122 'zip' => $self->zip,
3123 'country' => $self->country,
3125 'phone' => $self->daytime || $self->night,
3128 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3132 return "$processor error: ". $refund->error_message
3133 unless $refund->is_success();
3135 my %method2payby = (
3141 my $paybatch = "$processor:". $refund->authorization;
3142 $paybatch .= ':'. $refund->order_number
3143 if $refund->can('order_number') && $refund->order_number;
3145 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3146 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3147 last unless @cust_bill_pay;
3148 my $cust_bill_pay = pop @cust_bill_pay;
3149 my $error = $cust_bill_pay->delete;
3153 my $cust_refund = new FS::cust_refund ( {
3154 'custnum' => $self->custnum,
3155 'paynum' => $options{'paynum'},
3156 'refund' => $amount,
3158 'payby' => $method2payby{$method},
3159 'payinfo' => $payinfo,
3160 'paybatch' => $paybatch,
3161 'reason' => $options{'reason'} || 'card or ACH refund',
3163 my $error = $cust_refund->insert;
3165 $cust_refund->paynum(''); #try again with no specific paynum
3166 my $error2 = $cust_refund->insert;
3168 # gah, even with transactions.
3169 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3170 "error inserting refund ($processor): $error2".
3171 " (previously tried insert with paynum #$options{'paynum'}" .
3184 Returns the total owed for this customer on all invoices
3185 (see L<FS::cust_bill/owed>).
3191 $self->total_owed_date(2145859200); #12/31/2037
3194 =item total_owed_date TIME
3196 Returns the total owed for this customer on all invoices with date earlier than
3197 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3198 see L<Time::Local> and L<Date::Parse> for conversion functions.
3202 sub total_owed_date {
3206 foreach my $cust_bill (
3207 grep { $_->_date <= $time }
3208 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3210 $total_bill += $cust_bill->owed;
3212 sprintf( "%.2f", $total_bill );
3215 =item apply_payments_and_credits
3217 Applies unapplied payments and credits.
3219 In most cases, this new method should be used in place of sequential
3220 apply_payments and apply_credits methods.
3224 sub apply_payments_and_credits {
3227 foreach my $cust_bill ( $self->open_cust_bill ) {
3228 $cust_bill->apply_payments_and_credits;
3233 =item apply_credits OPTION => VALUE ...
3235 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3236 to outstanding invoice balances in chronological order (or reverse
3237 chronological order if the I<order> option is set to B<newest>) and returns the
3238 value of any remaining unapplied credits available for refund (see
3239 L<FS::cust_refund>).
3247 return 0 unless $self->total_credited;
3249 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3250 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3252 my @invoices = $self->open_cust_bill;
3253 @invoices = sort { $b->_date <=> $a->_date } @invoices
3254 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3257 foreach my $cust_bill ( @invoices ) {
3260 if ( !defined($credit) || $credit->credited == 0) {
3261 $credit = pop @credits or last;
3264 if ($cust_bill->owed >= $credit->credited) {
3265 $amount=$credit->credited;
3267 $amount=$cust_bill->owed;
3270 my $cust_credit_bill = new FS::cust_credit_bill ( {
3271 'crednum' => $credit->crednum,
3272 'invnum' => $cust_bill->invnum,
3273 'amount' => $amount,
3275 my $error = $cust_credit_bill->insert;
3276 die $error if $error;
3278 redo if ($cust_bill->owed > 0);
3282 return $self->total_credited;
3285 =item apply_payments
3287 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
3288 to outstanding invoice balances in chronological order.
3290 #and returns the value of any remaining unapplied payments.
3294 sub apply_payments {
3299 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
3300 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
3302 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
3303 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
3307 foreach my $cust_bill ( @invoices ) {
3310 if ( !defined($payment) || $payment->unapplied == 0 ) {
3311 $payment = pop @payments or last;
3314 if ( $cust_bill->owed >= $payment->unapplied ) {
3315 $amount = $payment->unapplied;
3317 $amount = $cust_bill->owed;
3320 my $cust_bill_pay = new FS::cust_bill_pay ( {
3321 'paynum' => $payment->paynum,
3322 'invnum' => $cust_bill->invnum,
3323 'amount' => $amount,
3325 my $error = $cust_bill_pay->insert;
3326 die $error if $error;
3328 redo if ( $cust_bill->owed > 0);
3332 return $self->total_unapplied_payments;
3335 =item total_credited
3337 Returns the total outstanding credit (see L<FS::cust_credit>) for this
3338 customer. See L<FS::cust_credit/credited>.
3342 sub total_credited {
3344 my $total_credit = 0;
3345 foreach my $cust_credit ( qsearch('cust_credit', {
3346 'custnum' => $self->custnum,
3348 $total_credit += $cust_credit->credited;
3350 sprintf( "%.2f", $total_credit );
3353 =item total_unapplied_payments
3355 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
3356 See L<FS::cust_pay/unapplied>.
3360 sub total_unapplied_payments {
3362 my $total_unapplied = 0;
3363 foreach my $cust_pay ( qsearch('cust_pay', {
3364 'custnum' => $self->custnum,
3366 $total_unapplied += $cust_pay->unapplied;
3368 sprintf( "%.2f", $total_unapplied );
3373 Returns the balance for this customer (total_owed minus total_credited
3374 minus total_unapplied_payments).
3381 $self->total_owed - $self->total_credited - $self->total_unapplied_payments
3385 =item balance_date TIME
3387 Returns the balance for this customer, only considering invoices with date
3388 earlier than TIME (total_owed_date minus total_credited minus
3389 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3390 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3399 $self->total_owed_date($time)
3400 - $self->total_credited
3401 - $self->total_unapplied_payments
3405 =item in_transit_payments
3407 Returns the total of requests for payments for this customer pending in
3408 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3412 sub in_transit_payments {
3414 my $in_transit_payments = 0;
3415 foreach my $pay_batch ( qsearch('pay_batch', {
3418 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3419 'batchnum' => $pay_batch->batchnum,
3420 'custnum' => $self->custnum,
3422 $in_transit_payments += $cust_pay_batch->amount;
3425 sprintf( "%.2f", $in_transit_payments );
3428 =item paydate_monthyear
3430 Returns a two-element list consisting of the month and year of this customer's
3431 paydate (credit card expiration date for CARD customers)
3435 sub paydate_monthyear {
3437 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3439 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3446 =item invoicing_list [ ARRAYREF ]
3448 If an arguement is given, sets these email addresses as invoice recipients
3449 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3450 (except as warnings), so use check_invoicing_list first.
3452 Returns a list of email addresses (with svcnum entries expanded).
3454 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3455 check it without disturbing anything by passing nothing.
3457 This interface may change in the future.
3461 sub invoicing_list {
3462 my( $self, $arrayref ) = @_;
3465 my @cust_main_invoice;
3466 if ( $self->custnum ) {
3467 @cust_main_invoice =
3468 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3470 @cust_main_invoice = ();
3472 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3473 #warn $cust_main_invoice->destnum;
3474 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3475 #warn $cust_main_invoice->destnum;
3476 my $error = $cust_main_invoice->delete;
3477 warn $error if $error;
3480 if ( $self->custnum ) {
3481 @cust_main_invoice =
3482 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3484 @cust_main_invoice = ();
3486 my %seen = map { $_->address => 1 } @cust_main_invoice;
3487 foreach my $address ( @{$arrayref} ) {
3488 next if exists $seen{$address} && $seen{$address};
3489 $seen{$address} = 1;
3490 my $cust_main_invoice = new FS::cust_main_invoice ( {
3491 'custnum' => $self->custnum,
3494 my $error = $cust_main_invoice->insert;
3495 warn $error if $error;
3499 if ( $self->custnum ) {
3501 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3508 =item check_invoicing_list ARRAYREF
3510 Checks these arguements as valid input for the invoicing_list method. If there
3511 is an error, returns the error, otherwise returns false.
3515 sub check_invoicing_list {
3516 my( $self, $arrayref ) = @_;
3517 foreach my $address ( @{$arrayref} ) {
3519 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3520 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3523 my $cust_main_invoice = new FS::cust_main_invoice ( {
3524 'custnum' => $self->custnum,
3527 my $error = $self->custnum
3528 ? $cust_main_invoice->check
3529 : $cust_main_invoice->checkdest
3531 return $error if $error;
3536 =item set_default_invoicing_list
3538 Sets the invoicing list to all accounts associated with this customer,
3539 overwriting any previous invoicing list.
3543 sub set_default_invoicing_list {
3545 $self->invoicing_list($self->all_emails);
3550 Returns the email addresses of all accounts provisioned for this customer.
3557 foreach my $cust_pkg ( $self->all_pkgs ) {
3558 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3560 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3561 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3563 $list{$_}=1 foreach map { $_->email } @svc_acct;
3568 =item invoicing_list_addpost
3570 Adds postal invoicing to this customer. If this customer is already configured
3571 to receive postal invoices, does nothing.
3575 sub invoicing_list_addpost {
3577 return if grep { $_ eq 'POST' } $self->invoicing_list;
3578 my @invoicing_list = $self->invoicing_list;
3579 push @invoicing_list, 'POST';
3580 $self->invoicing_list(\@invoicing_list);
3583 =item invoicing_list_emailonly
3585 Returns the list of email invoice recipients (invoicing_list without non-email
3586 destinations such as POST and FAX).
3590 sub invoicing_list_emailonly {
3592 warn "$me invoicing_list_emailonly called"
3594 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3597 =item invoicing_list_emailonly_scalar
3599 Returns the list of email invoice recipients (invoicing_list without non-email
3600 destinations such as POST and FAX) as a comma-separated scalar.
3604 sub invoicing_list_emailonly_scalar {
3606 warn "$me invoicing_list_emailonly_scalar called"
3608 join(', ', $self->invoicing_list_emailonly);
3611 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3613 Returns an array of customers referred by this customer (referral_custnum set
3614 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3615 customers referred by customers referred by this customer and so on, inclusive.
3616 The default behavior is DEPTH 1 (no recursion).
3620 sub referral_cust_main {
3622 my $depth = @_ ? shift : 1;
3623 my $exclude = @_ ? shift : {};
3626 map { $exclude->{$_->custnum}++; $_; }
3627 grep { ! $exclude->{ $_->custnum } }
3628 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3632 map { $_->referral_cust_main($depth-1, $exclude) }
3639 =item referral_cust_main_ncancelled
3641 Same as referral_cust_main, except only returns customers with uncancelled
3646 sub referral_cust_main_ncancelled {
3648 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3651 =item referral_cust_pkg [ DEPTH ]
3653 Like referral_cust_main, except returns a flat list of all unsuspended (and
3654 uncancelled) packages for each customer. The number of items in this list may
3655 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3659 sub referral_cust_pkg {
3661 my $depth = @_ ? shift : 1;
3663 map { $_->unsuspended_pkgs }
3664 grep { $_->unsuspended_pkgs }
3665 $self->referral_cust_main($depth);
3668 =item referring_cust_main
3670 Returns the single cust_main record for the customer who referred this customer
3671 (referral_custnum), or false.
3675 sub referring_cust_main {
3677 return '' unless $self->referral_custnum;
3678 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3681 =item credit AMOUNT, REASON
3683 Applies a credit to this customer. If there is an error, returns the error,
3684 otherwise returns false.
3689 my( $self, $amount, $reason ) = @_;
3690 my $cust_credit = new FS::cust_credit {
3691 'custnum' => $self->custnum,
3692 'amount' => $amount,
3693 'reason' => $reason,
3695 $cust_credit->insert;
3698 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3700 Creates a one-time charge for this customer. If there is an error, returns
3701 the error, otherwise returns false.
3707 my ( $amount, $pkg, $comment, $taxclass, $additional );
3708 if ( ref( $_[0] ) ) {
3709 $amount = $_[0]->{amount};
3710 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3711 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3712 : '$'. sprintf("%.2f",$amount);
3713 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3714 $additional = $_[0]->{additional};
3717 $pkg = @_ ? shift : 'One-time charge';
3718 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3719 $taxclass = @_ ? shift : '';
3723 local $SIG{HUP} = 'IGNORE';
3724 local $SIG{INT} = 'IGNORE';
3725 local $SIG{QUIT} = 'IGNORE';
3726 local $SIG{TERM} = 'IGNORE';
3727 local $SIG{TSTP} = 'IGNORE';
3728 local $SIG{PIPE} = 'IGNORE';
3730 my $oldAutoCommit = $FS::UID::AutoCommit;
3731 local $FS::UID::AutoCommit = 0;
3734 my $part_pkg = new FS::part_pkg ( {
3736 'comment' => $comment,
3740 'taxclass' => $taxclass,
3743 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3744 ( 0 .. @$additional - 1 )
3746 'additional_count' => scalar(@$additional),
3747 'setup_fee' => $amount,
3750 my $error = $part_pkg->insert( options => \%options );
3752 $dbh->rollback if $oldAutoCommit;
3756 my $pkgpart = $part_pkg->pkgpart;
3757 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3758 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3759 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3760 $error = $type_pkgs->insert;
3762 $dbh->rollback if $oldAutoCommit;
3767 my $cust_pkg = new FS::cust_pkg ( {
3768 'custnum' => $self->custnum,
3769 'pkgpart' => $pkgpart,
3772 $error = $cust_pkg->insert;
3774 $dbh->rollback if $oldAutoCommit;
3778 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3785 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3791 sort { $a->_date <=> $b->_date }
3792 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3795 =item open_cust_bill
3797 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3802 sub open_cust_bill {
3804 grep { $_->owed > 0 } $self->cust_bill;
3809 Returns all the credits (see L<FS::cust_credit>) for this customer.
3815 sort { $a->_date <=> $b->_date }
3816 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3821 Returns all the payments (see L<FS::cust_pay>) for this customer.
3827 sort { $a->_date <=> $b->_date }
3828 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3833 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3839 sort { $a->_date <=> $b->_date }
3840 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3846 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3852 sort { $a->_date <=> $b->_date }
3853 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3858 Returns a name string for this customer, either "Company (Last, First)" or
3865 my $name = $self->contact;
3866 $name = $self->company. " ($name)" if $self->company;
3872 Returns a name string for this (service/shipping) contact, either
3873 "Company (Last, First)" or "Last, First".
3879 if ( $self->get('ship_last') ) {
3880 my $name = $self->ship_contact;
3881 $name = $self->ship_company. " ($name)" if $self->ship_company;
3890 Returns this customer's full (billing) contact name only, "Last, First"
3896 $self->get('last'). ', '. $self->first;
3901 Returns this customer's full (shipping) contact name only, "Last, First"
3907 $self->get('ship_last')
3908 ? $self->get('ship_last'). ', '. $self->ship_first
3914 Returns this customer's full country name
3920 code2country($self->country);
3927 Returns a status string for this customer, currently:
3931 =item prospect - No packages have ever been ordered
3933 =item active - One or more recurring packages is active
3935 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
3937 =item suspended - All non-cancelled recurring packages are suspended
3939 =item cancelled - All recurring packages are cancelled
3945 sub status { shift->cust_status(@_); }
3949 for my $status (qw( prospect active inactive suspended cancelled )) {
3950 my $method = $status.'_sql';
3951 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
3952 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
3953 $sth->execute( ($self->custnum) x $numnum )
3954 or die "Error executing 'SELECT $sql': ". $sth->errstr;
3955 return $status if $sth->fetchrow_arrayref->[0];
3959 =item ucfirst_cust_status
3961 =item ucfirst_status
3963 Returns the status with the first character capitalized.
3967 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
3969 sub ucfirst_cust_status {
3971 ucfirst($self->cust_status);
3976 Returns a hex triplet color string for this customer's status.
3980 use vars qw(%statuscolor);
3982 'prospect' => '7e0079', #'000000', #black? naw, purple
3983 'active' => '00CC00', #green
3984 'inactive' => '0000CC', #blue
3985 'suspended' => 'FF9900', #yellow
3986 'cancelled' => 'FF0000', #red
3989 sub statuscolor { shift->cust_statuscolor(@_); }
3991 sub cust_statuscolor {
3993 $statuscolor{$self->cust_status};
3998 =head1 CLASS METHODS
4004 Returns an SQL expression identifying prospective cust_main records (customers
4005 with no packages ever ordered)
4009 use vars qw($select_count_pkgs);
4010 $select_count_pkgs =
4011 "SELECT COUNT(*) FROM cust_pkg
4012 WHERE cust_pkg.custnum = cust_main.custnum";
4014 sub select_count_pkgs_sql {
4018 sub prospect_sql { "
4019 0 = ( $select_count_pkgs )
4024 Returns an SQL expression identifying active cust_main records (customers with
4025 no active recurring packages, but otherwise unsuspended/uncancelled).
4030 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4036 Returns an SQL expression identifying inactive cust_main records (customers with
4037 active recurring packages).
4041 sub inactive_sql { "
4042 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4044 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4050 Returns an SQL expression identifying suspended cust_main records.
4055 sub suspended_sql { susp_sql(@_); }
4057 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4059 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4065 Returns an SQL expression identifying cancelled cust_main records.
4069 sub cancelled_sql { cancel_sql(@_); }
4072 my $recurring_sql = FS::cust_pkg->recurring_sql;
4073 #my $recurring_sql = "
4074 # '0' != ( select freq from part_pkg
4075 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4079 0 < ( $select_count_pkgs )
4080 AND 0 = ( $select_count_pkgs AND $recurring_sql
4081 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4087 =item uncancelled_sql
4089 Returns an SQL expression identifying un-cancelled cust_main records.
4093 sub uncancelled_sql { uncancel_sql(@_); }
4094 sub uncancel_sql { "
4095 ( 0 < ( $select_count_pkgs
4096 AND ( cust_pkg.cancel IS NULL
4097 OR cust_pkg.cancel = 0
4100 OR 0 = ( $select_count_pkgs )
4104 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
4106 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
4107 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
4108 appropriate ship_ field is also searched).
4110 Additional options are the same as FS::Record::qsearch
4115 my( $self, $fuzzy, $hash, @opt) = @_;
4120 check_and_rebuild_fuzzyfiles();
4121 foreach my $field ( keys %$fuzzy ) {
4123 my $all = $self->all_X($field);
4124 next unless scalar(@$all);
4127 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
4130 foreach ( keys %match ) {
4131 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
4132 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
4135 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
4138 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
4140 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
4148 Returns a masked version of the named field
4153 my ($self,$field) = @_;
4157 'x'x(length($self->getfield($field))-4).
4158 substr($self->getfield($field), (length($self->getfield($field))-4));
4168 =item smart_search OPTION => VALUE ...
4170 Accepts the following options: I<search>, the string to search for. The string
4171 will be searched for as a customer number, phone number, name or company name,
4172 as an exact, or, in some cases, a substring or fuzzy match (see the source code
4173 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
4174 skip fuzzy matching when an exact match is found.
4176 Any additional options are treated as an additional qualifier on the search
4179 Returns a (possibly empty) array of FS::cust_main objects.
4186 #here is the agent virtualization
4187 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
4191 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
4192 my $search = delete $options{'search'};
4193 ( my $alphanum_search = $search ) =~ s/\W//g;
4195 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
4197 #false laziness w/Record::ut_phone
4198 my $phonen = "$1-$2-$3";
4199 $phonen .= " x$4" if $4;
4201 push @cust_main, qsearch( {
4202 'table' => 'cust_main',
4203 'hashref' => { %options },
4204 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4206 join(' OR ', map "$_ = '$phonen'",
4207 qw( daytime night fax
4208 ship_daytime ship_night ship_fax )
4211 " AND $agentnums_sql", #agent virtualization
4214 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
4215 #try looking for matches with extensions unless one was specified
4217 push @cust_main, qsearch( {
4218 'table' => 'cust_main',
4219 'hashref' => { %options },
4220 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
4222 join(' OR ', map "$_ LIKE '$phonen\%'",
4224 ship_daytime ship_night )
4227 " AND $agentnums_sql", #agent virtualization
4232 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
4234 push @cust_main, qsearch( {
4235 'table' => 'cust_main',
4236 'hashref' => { 'custnum' => $1, %options },
4237 'extra_sql' => " AND $agentnums_sql", #agent virtualization
4240 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
4242 my($company, $last, $first) = ( $1, $2, $3 );
4244 # "Company (Last, First)"
4245 #this is probably something a browser remembered,
4246 #so just do an exact search
4248 foreach my $prefix ( '', 'ship_' ) {
4249 push @cust_main, qsearch( {
4250 'table' => 'cust_main',
4251 'hashref' => { $prefix.'first' => $first,
4252 $prefix.'last' => $last,
4253 $prefix.'company' => $company,
4256 'extra_sql' => " AND $agentnums_sql",
4260 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
4261 # try (ship_){last,company}
4265 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
4266 # # full strings the browser remembers won't work
4267 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
4269 use Lingua::EN::NameParse;
4270 my $NameParse = new Lingua::EN::NameParse(
4272 allow_reversed => 1,
4275 my($last, $first) = ( '', '' );
4276 #maybe disable this too and just rely on NameParse?
4277 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
4279 ($last, $first) = ( $1, $2 );
4281 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
4282 } elsif ( ! $NameParse->parse($value) ) {
4284 my %name = $NameParse->components;
4285 $first = $name{'given_name_1'};
4286 $last = $name{'surname_1'};
4290 if ( $first && $last ) {
4292 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
4295 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4297 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
4298 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
4301 push @cust_main, qsearch( {
4302 'table' => 'cust_main',
4303 'hashref' => \%options,
4304 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4307 # or it just be something that was typed in... (try that in a sec)
4311 my $q_value = dbh->quote($value);
4314 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
4315 $sql .= " ( LOWER(last) = $q_value
4316 OR LOWER(company) = $q_value
4317 OR LOWER(ship_last) = $q_value
4318 OR LOWER(ship_company) = $q_value
4321 push @cust_main, qsearch( {
4322 'table' => 'cust_main',
4323 'hashref' => \%options,
4324 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
4327 #always do substring & fuzzy,
4328 #getting complains searches are not returning enough
4329 unless ( @cust_main && $skip_fuzzy ) { #no exact match, trying substring/fuzzy
4331 #still some false laziness w/ search/cust_main.cgi
4336 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
4337 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
4340 if ( $first && $last ) {
4343 { 'first' => { op=>'ILIKE', value=>"%$first%" },
4344 'last' => { op=>'ILIKE', value=>"%$last%" },
4346 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
4347 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
4354 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
4355 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
4359 foreach my $hashref ( @hashrefs ) {
4361 push @cust_main, qsearch( {
4362 'table' => 'cust_main',
4363 'hashref' => { %$hashref,
4366 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
4375 " AND $agentnums_sql", #extra_sql #agent virtualization
4378 if ( $first && $last ) {
4379 push @cust_main, FS::cust_main->fuzzy_search(
4380 { 'last' => $last, #fuzzy hashref
4381 'first' => $first }, #
4385 foreach my $field ( 'last', 'company' ) {
4387 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
4392 #eliminate duplicates
4394 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
4402 =item check_and_rebuild_fuzzyfiles
4406 use vars qw(@fuzzyfields);
4407 @fuzzyfields = ( 'last', 'first', 'company' );
4409 sub check_and_rebuild_fuzzyfiles {
4410 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4411 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
4414 =item rebuild_fuzzyfiles
4418 sub rebuild_fuzzyfiles {
4420 use Fcntl qw(:flock);
4422 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4423 mkdir $dir, 0700 unless -d $dir;
4425 foreach my $fuzzy ( @fuzzyfields ) {
4427 open(LOCK,">>$dir/cust_main.$fuzzy")
4428 or die "can't open $dir/cust_main.$fuzzy: $!";
4430 or die "can't lock $dir/cust_main.$fuzzy: $!";
4432 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
4433 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
4435 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
4436 my $sth = dbh->prepare("SELECT $field FROM cust_main".
4437 " WHERE $field != '' AND $field IS NOT NULL");
4438 $sth->execute or die $sth->errstr;
4440 while ( my $row = $sth->fetchrow_arrayref ) {
4441 print CACHE $row->[0]. "\n";
4446 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
4448 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
4459 my( $self, $field ) = @_;
4460 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4461 open(CACHE,"<$dir/cust_main.$field")
4462 or die "can't open $dir/cust_main.$field: $!";
4463 my @array = map { chomp; $_; } <CACHE>;
4468 =item append_fuzzyfiles LASTNAME COMPANY
4472 sub append_fuzzyfiles {
4473 #my( $first, $last, $company ) = @_;
4475 &check_and_rebuild_fuzzyfiles;
4477 use Fcntl qw(:flock);
4479 my $dir = $FS::UID::conf_dir. "cache.". $FS::UID::datasrc;
4481 foreach my $field (qw( first last company )) {
4486 open(CACHE,">>$dir/cust_main.$field")
4487 or die "can't open $dir/cust_main.$field: $!";
4488 flock(CACHE,LOCK_EX)
4489 or die "can't lock $dir/cust_main.$field: $!";
4491 print CACHE "$value\n";
4493 flock(CACHE,LOCK_UN)
4494 or die "can't unlock $dir/cust_main.$field: $!";
4509 #warn join('-',keys %$param);
4510 my $fh = $param->{filehandle};
4511 my $agentnum = $param->{agentnum};
4513 my $refnum = $param->{refnum};
4514 my $pkgpart = $param->{pkgpart};
4516 #my @fields = @{$param->{fields}};
4517 my $format = $param->{'format'};
4520 if ( $format eq 'simple' ) {
4521 @fields = qw( cust_pkg.setup dayphone first last
4522 address1 address2 city state zip comments );
4524 } elsif ( $format eq 'extended' ) {
4525 @fields = qw( agent_custid refnum
4526 last first address1 address2 city state zip country
4528 ship_last ship_first ship_address1 ship_address2
4529 ship_city ship_state ship_zip ship_country
4530 payinfo paycvv paydate
4533 svc_acct.username svc_acct._password
4537 die "unknown format $format";
4540 eval "use Text::CSV_XS;";
4543 my $csv = new Text::CSV_XS;
4550 local $SIG{HUP} = 'IGNORE';
4551 local $SIG{INT} = 'IGNORE';
4552 local $SIG{QUIT} = 'IGNORE';
4553 local $SIG{TERM} = 'IGNORE';
4554 local $SIG{TSTP} = 'IGNORE';
4555 local $SIG{PIPE} = 'IGNORE';
4557 my $oldAutoCommit = $FS::UID::AutoCommit;
4558 local $FS::UID::AutoCommit = 0;
4561 #while ( $columns = $csv->getline($fh) ) {
4563 while ( defined($line=<$fh>) ) {
4565 $csv->parse($line) or do {
4566 $dbh->rollback if $oldAutoCommit;
4567 return "can't parse: ". $csv->error_input();
4570 my @columns = $csv->fields();
4571 #warn join('-',@columns);
4574 agentnum => $agentnum,
4576 country => $conf->config('countrydefault') || 'US',
4577 payby => $payby, #default
4578 paydate => '12/2037', #default
4580 my $billtime = time;
4581 my %cust_pkg = ( pkgpart => $pkgpart );
4583 foreach my $field ( @fields ) {
4585 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|expire|cancel)$/ ) {
4587 #$cust_pkg{$1} = str2time( shift @$columns );
4588 if ( $1 eq 'pkgpart' ) {
4589 $cust_pkg{$1} = shift @columns;
4590 } elsif ( $1 eq 'setup' ) {
4591 $billtime = str2time(shift @columns);
4593 $cust_pkg{$1} = str2time( shift @columns );
4596 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
4598 $svc_acct{$1} = shift @columns;
4602 #refnum interception
4603 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
4605 my $referral = $columns[0];
4606 my %hash = ( 'referral' => $referral,
4607 'agentnum' => $agentnum,
4611 my $part_referral = qsearchs('part_referral', \%hash )
4612 || new FS::part_referral \%hash;
4614 unless ( $part_referral->refnum ) {
4615 my $error = $part_referral->insert;
4617 $dbh->rollback if $oldAutoCommit;
4618 return "can't auto-insert advertising source: $referral: $error";
4622 $columns[0] = $part_referral->refnum;
4625 #$cust_main{$field} = shift @$columns;
4626 $cust_main{$field} = shift @columns;
4630 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
4632 my $invoicing_list = $cust_main{'invoicing_list'}
4633 ? [ delete $cust_main{'invoicing_list'} ]
4636 my $cust_main = new FS::cust_main ( \%cust_main );
4639 tie my %hash, 'Tie::RefHash'; #this part is important
4641 if ( $cust_pkg{'pkgpart'} ) {
4642 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
4645 if ( $svc_acct{'username'} ) {
4646 my $part_pkg = $cust_pkg->part_pkg;
4647 unless ( $part_pkg ) {
4648 $dbh->rollback if $oldAutoCommit;
4649 return "unknown pkgnum ". $cust_pkg{'pkgpart'};
4651 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
4652 push @svc_acct, new FS::svc_acct ( \%svc_acct )
4655 $hash{$cust_pkg} = \@svc_acct;
4658 my $error = $cust_main->insert( \%hash, $invoicing_list );
4661 $dbh->rollback if $oldAutoCommit;
4662 return "can't insert customer for $line: $error";
4665 if ( $format eq 'simple' ) {
4667 #false laziness w/bill.cgi
4668 $error = $cust_main->bill( 'time' => $billtime );
4670 $dbh->rollback if $oldAutoCommit;
4671 return "can't bill customer for $line: $error";
4674 $cust_main->apply_payments_and_credits;
4676 $error = $cust_main->collect();
4678 $dbh->rollback if $oldAutoCommit;
4679 return "can't collect customer for $line: $error";
4687 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4689 return "Empty file!" unless $imported;
4701 #warn join('-',keys %$param);
4702 my $fh = $param->{filehandle};
4703 my @fields = @{$param->{fields}};
4705 eval "use Text::CSV_XS;";
4708 my $csv = new Text::CSV_XS;
4715 local $SIG{HUP} = 'IGNORE';
4716 local $SIG{INT} = 'IGNORE';
4717 local $SIG{QUIT} = 'IGNORE';
4718 local $SIG{TERM} = 'IGNORE';
4719 local $SIG{TSTP} = 'IGNORE';
4720 local $SIG{PIPE} = 'IGNORE';
4722 my $oldAutoCommit = $FS::UID::AutoCommit;
4723 local $FS::UID::AutoCommit = 0;
4726 #while ( $columns = $csv->getline($fh) ) {
4728 while ( defined($line=<$fh>) ) {
4730 $csv->parse($line) or do {
4731 $dbh->rollback if $oldAutoCommit;
4732 return "can't parse: ". $csv->error_input();
4735 my @columns = $csv->fields();
4736 #warn join('-',@columns);
4739 foreach my $field ( @fields ) {
4740 $row{$field} = shift @columns;
4743 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
4744 unless ( $cust_main ) {
4745 $dbh->rollback if $oldAutoCommit;
4746 return "unknown custnum $row{'custnum'}";
4749 if ( $row{'amount'} > 0 ) {
4750 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4752 $dbh->rollback if $oldAutoCommit;
4756 } elsif ( $row{'amount'} < 0 ) {
4757 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4760 $dbh->rollback if $oldAutoCommit;
4770 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4772 return "Empty file!" unless $imported;
4778 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4780 Sends a templated email notification to the customer (see L<Text::Template>).
4782 OPTIONS is a hash and may include
4784 I<from> - the email sender (default is invoice_from)
4786 I<to> - comma-separated scalar or arrayref of recipients
4787 (default is invoicing_list)
4789 I<subject> - The subject line of the sent email notification
4790 (default is "Notice from company_name")
4792 I<extra_fields> - a hashref of name/value pairs which will be substituted
4795 The following variables are vavailable in the template.
4797 I<$first> - the customer first name
4798 I<$last> - the customer last name
4799 I<$company> - the customer company
4800 I<$payby> - a description of the method of payment for the customer
4801 # would be nice to use FS::payby::shortname
4802 I<$payinfo> - the account information used to collect for this customer
4803 I<$expdate> - the expiration of the customer payment in seconds from epoch
4808 my ($customer, $template, %options) = @_;
4810 return unless $conf->exists($template);
4812 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
4813 $from = $options{from} if exists($options{from});
4815 my $to = join(',', $customer->invoicing_list_emailonly);
4816 $to = $options{to} if exists($options{to});
4818 my $subject = "Notice from " . $conf->config('company_name')
4819 if $conf->exists('company_name');
4820 $subject = $options{subject} if exists($options{subject});
4822 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4823 SOURCE => [ map "$_\n",
4824 $conf->config($template)]
4826 or die "can't create new Text::Template object: Text::Template::ERROR";
4827 $notify_template->compile()
4828 or die "can't compile template: Text::Template::ERROR";
4830 my $paydate = $customer->paydate;
4831 $FS::notify_template::_template::first = $customer->first;
4832 $FS::notify_template::_template::last = $customer->last;
4833 $FS::notify_template::_template::company = $customer->company;
4834 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
4835 my $payby = $customer->payby;
4836 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4837 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4839 #credit cards expire at the end of the month/year of their exp date
4840 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4841 $FS::notify_template::_template::payby = 'credit card';
4842 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4843 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4845 }elsif ($payby eq 'COMP') {
4846 $FS::notify_template::_template::payby = 'complimentary account';
4848 $FS::notify_template::_template::payby = 'current method';
4850 $FS::notify_template::_template::expdate = $expire_time;
4852 for (keys %{$options{extra_fields}}){
4854 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4857 send_email(from => $from,
4859 subject => $subject,
4860 body => $notify_template->fill_in( PACKAGE =>
4861 'FS::notify_template::_template' ),
4872 The delete method should possibly take an FS::cust_main object reference
4873 instead of a scalar customer number.
4875 Bill and collect options should probably be passed as references instead of a
4878 There should probably be a configuration file with a list of allowed credit
4881 No multiple currency support (probably a larger project than just this module).
4883 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
4885 Birthdates rely on negative epoch values.
4889 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
4890 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
4891 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.