5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal_nocheck);
15 use Digest::MD5 qw(md5_base64);
18 use File::Temp qw( tempfile );
19 use String::Approx qw(amatch);
20 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( generate_email send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
29 use FS::cust_bill_pkg;
30 use FS::cust_bill_pkg_display;
32 use FS::cust_pay_pending;
33 use FS::cust_pay_void;
34 use FS::cust_pay_batch;
37 use FS::part_referral;
38 use FS::cust_main_county;
39 use FS::cust_tax_location;
41 use FS::cust_main_invoice;
42 use FS::cust_credit_bill;
43 use FS::cust_bill_pay;
44 use FS::prepay_credit;
48 use FS::part_event_condition;
51 use FS::payment_gateway;
52 use FS::agent_payment_gateway;
54 use FS::payinfo_Mixin;
57 @ISA = qw( FS::payinfo_Mixin FS::Record );
59 @EXPORT_OK = qw( smart_search );
61 $realtime_bop_decline_quiet = 0;
63 # 1 is mostly method/subroutine entry and options
64 # 2 traces progress of some operations
65 # 3 is even more information including possibly sensitive data
67 $me = '[FS::cust_main]';
71 $ignore_expired_card = 0;
73 @encrypted_fields = ('payinfo', 'paycvv');
74 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
76 #ask FS::UID to run this stuff for us later
77 #$FS::UID::callback{'FS::cust_main'} = sub {
78 install_callback FS::UID sub {
80 #yes, need it for stuff below (prolly should be cached)
85 my ( $hashref, $cache ) = @_;
86 if ( exists $hashref->{'pkgnum'} ) {
87 #@{ $self->{'_pkgnum'} } = ();
88 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
89 $self->{'_pkgnum'} = $subcache;
90 #push @{ $self->{'_pkgnum'} },
91 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
97 FS::cust_main - Object methods for cust_main records
103 $record = new FS::cust_main \%hash;
104 $record = new FS::cust_main { 'column' => 'value' };
106 $error = $record->insert;
108 $error = $new_record->replace($old_record);
110 $error = $record->delete;
112 $error = $record->check;
114 @cust_pkg = $record->all_pkgs;
116 @cust_pkg = $record->ncancelled_pkgs;
118 @cust_pkg = $record->suspended_pkgs;
120 $error = $record->bill;
121 $error = $record->bill %options;
122 $error = $record->bill 'time' => $time;
124 $error = $record->collect;
125 $error = $record->collect %options;
126 $error = $record->collect 'invoice_time' => $time,
131 An FS::cust_main object represents a customer. FS::cust_main inherits from
132 FS::Record. The following fields are currently supported:
136 =item custnum - primary key (assigned automatically for new customers)
138 =item agentnum - agent (see L<FS::agent>)
140 =item refnum - Advertising source (see L<FS::part_referral>)
146 =item ss - social security number (optional)
148 =item company - (optional)
152 =item address2 - (optional)
156 =item county - (optional, see L<FS::cust_main_county>)
158 =item state - (see L<FS::cust_main_county>)
162 =item country - (see L<FS::cust_main_county>)
164 =item daytime - phone (optional)
166 =item night - phone (optional)
168 =item fax - phone (optional)
170 =item ship_first - name
172 =item ship_last - name
174 =item ship_company - (optional)
178 =item ship_address2 - (optional)
182 =item ship_county - (optional, see L<FS::cust_main_county>)
184 =item ship_state - (see L<FS::cust_main_county>)
188 =item ship_country - (see L<FS::cust_main_county>)
190 =item ship_daytime - phone (optional)
192 =item ship_night - phone (optional)
194 =item ship_fax - phone (optional)
196 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
198 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
200 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
204 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
206 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
208 =item paystart_month - start date month (maestro/solo cards only)
210 =item paystart_year - start date year (maestro/solo cards only)
212 =item payissue - issue number (maestro/solo cards only)
214 =item payname - name on card or billing name
216 =item payip - IP address from which payment information was received
218 =item tax - tax exempt, empty or `Y'
220 =item otaker - order taker (assigned automatically, see L<FS::UID>)
222 =item comments - comments (optional)
224 =item referral_custnum - referring customer number
226 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
228 =item dundate - a suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
230 =item squelch_cdr - Discourage individual CDR printing, empty or `Y'
240 Creates a new customer. To add the customer to the database, see L<"insert">.
242 Note that this stores the hash reference, not a distinct copy of the hash it
243 points to. You can ask the object for a copy with the I<hash> method.
247 sub table { 'cust_main'; }
249 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
251 Adds this customer to the database. If there is an error, returns the error,
252 otherwise returns false.
254 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
255 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
256 are inserted atomicly, or the transaction is rolled back. Passing an empty
257 hash reference is equivalent to not supplying this parameter. There should be
258 a better explanation of this, but until then, here's an example:
261 tie %hash, 'Tie::RefHash'; #this part is important
263 $cust_pkg => [ $svc_acct ],
266 $cust_main->insert( \%hash );
268 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
269 be set as the invoicing list (see L<"invoicing_list">). Errors return as
270 expected and rollback the entire transaction; it is not necessary to call
271 check_invoicing_list first. The invoicing_list is set after the records in the
272 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
273 invoicing_list destination to the newly-created svc_acct. Here's an example:
275 $cust_main->insert( {}, [ $email, 'POST' ] );
277 Currently available options are: I<depend_jobnum> and I<noexport>.
279 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
280 on the supplied jobnum (they will not run until the specific job completes).
281 This can be used to defer provisioning until some action completes (such
282 as running the customer's credit card successfully).
284 The I<noexport> option is deprecated. If I<noexport> is set true, no
285 provisioning jobs (exports) are scheduled. (You can schedule them later with
286 the B<reexport> method.)
292 my $cust_pkgs = @_ ? shift : {};
293 my $invoicing_list = @_ ? shift : '';
295 warn "$me insert called with options ".
296 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
299 local $SIG{HUP} = 'IGNORE';
300 local $SIG{INT} = 'IGNORE';
301 local $SIG{QUIT} = 'IGNORE';
302 local $SIG{TERM} = 'IGNORE';
303 local $SIG{TSTP} = 'IGNORE';
304 local $SIG{PIPE} = 'IGNORE';
306 my $oldAutoCommit = $FS::UID::AutoCommit;
307 local $FS::UID::AutoCommit = 0;
310 my $prepay_identifier = '';
311 my( $amount, $seconds ) = ( 0, 0 );
313 if ( $self->payby eq 'PREPAY' ) {
315 $self->payby('BILL');
316 $prepay_identifier = $self->payinfo;
319 warn " looking up prepaid card $prepay_identifier\n"
322 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
324 $dbh->rollback if $oldAutoCommit;
325 #return "error applying prepaid card (transaction rolled back): $error";
329 $payby = 'PREP' if $amount;
331 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
334 $self->payby('BILL');
335 $amount = $self->paid;
339 warn " inserting $self\n"
342 $self->signupdate(time) unless $self->signupdate;
344 $self->auto_agent_custid()
345 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
347 my $error = $self->SUPER::insert;
349 $dbh->rollback if $oldAutoCommit;
350 #return "inserting cust_main record (transaction rolled back): $error";
354 warn " setting invoicing list\n"
357 if ( $invoicing_list ) {
358 $error = $self->check_invoicing_list( $invoicing_list );
360 $dbh->rollback if $oldAutoCommit;
361 #return "checking invoicing_list (transaction rolled back): $error";
364 $self->invoicing_list( $invoicing_list );
367 if ( $conf->config('cust_main-skeleton_tables')
368 && $conf->config('cust_main-skeleton_custnum') ) {
370 warn " inserting skeleton records\n"
373 my $error = $self->start_copy_skel;
375 $dbh->rollback if $oldAutoCommit;
381 warn " ordering packages\n"
384 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
386 $dbh->rollback if $oldAutoCommit;
391 $dbh->rollback if $oldAutoCommit;
392 return "No svc_acct record to apply pre-paid time";
396 warn " inserting initial $payby payment of $amount\n"
398 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
400 $dbh->rollback if $oldAutoCommit;
401 return "inserting payment (transaction rolled back): $error";
405 unless ( $import || $skip_fuzzyfiles ) {
406 warn " queueing fuzzyfiles update\n"
408 $error = $self->queue_fuzzyfiles_update;
410 $dbh->rollback if $oldAutoCommit;
411 return "updating fuzzy search cache: $error";
415 warn " insert complete; committing transaction\n"
418 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
423 use File::CounterFile;
424 sub auto_agent_custid {
427 my $format = $conf->config('cust_main-auto_agent_custid');
429 if ( $format eq '1YMMXXXXXXXX' ) {
431 my $counter = new File::CounterFile 'cust_main.agent_custid';
434 my $ym = 100000000000 + time2str('%y%m00000000', time);
435 if ( $ym > $counter->value ) {
436 $counter->{'value'} = $agent_custid = $ym;
437 $counter->{'updated'} = 1;
439 $agent_custid = $counter->inc;
445 die "Unknown cust_main-auto_agent_custid format: $format";
448 $self->agent_custid($agent_custid);
452 sub start_copy_skel {
455 #'mg_user_preference' => {},
456 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
457 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
458 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
459 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
460 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
463 _copy_skel( 'cust_main', #tablename
464 $conf->config('cust_main-skeleton_custnum'), #sourceid
465 $self->custnum, #destid
466 @tables, #child tables
470 #recursive subroutine, not a method
472 my( $table, $sourceid, $destid, %child_tables ) = @_;
475 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
476 ( $table, $primary_key ) = ( $1, $2 );
478 my $dbdef_table = dbdef->table($table);
479 $primary_key = $dbdef_table->primary_key
480 or return "$table has no primary key".
481 " (or do you need to run dbdef-create?)";
484 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
485 join (', ', keys %child_tables). "\n"
488 foreach my $child_table_def ( keys %child_tables ) {
492 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
493 ( $child_table, $child_pkey ) = ( $1, $2 );
495 $child_table = $child_table_def;
497 $child_pkey = dbdef->table($child_table)->primary_key;
498 # or return "$table has no primary key".
499 # " (or do you need to run dbdef-create?)\n";
503 if ( keys %{ $child_tables{$child_table_def} } ) {
505 return "$child_table has no primary key".
506 " (run dbdef-create or try specifying it?)\n"
509 #false laziness w/Record::insert and only works on Pg
510 #refactor the proper last-inserted-id stuff out of Record::insert if this
511 # ever gets use for anything besides a quick kludge for one customer
512 my $default = dbdef->table($child_table)->column($child_pkey)->default;
513 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
514 or return "can't parse $child_table.$child_pkey default value ".
515 " for sequence name: $default";
520 my @sel_columns = grep { $_ ne $primary_key }
521 dbdef->table($child_table)->columns;
522 my $sel_columns = join(', ', @sel_columns );
524 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
525 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
526 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
528 my $sel_st = "SELECT $sel_columns FROM $child_table".
529 " WHERE $primary_key = $sourceid";
532 my $sel_sth = dbh->prepare( $sel_st )
533 or return dbh->errstr;
535 $sel_sth->execute or return $sel_sth->errstr;
537 while ( my $row = $sel_sth->fetchrow_hashref ) {
539 warn " selected row: ".
540 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
544 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
545 my $ins_sth =dbh->prepare($statement)
546 or return dbh->errstr;
547 my @param = ( $destid, map $row->{$_}, @ins_columns );
548 warn " $statement: [ ". join(', ', @param). " ]\n"
550 $ins_sth->execute( @param )
551 or return $ins_sth->errstr;
553 #next unless keys %{ $child_tables{$child_table} };
554 next unless $sequence;
556 #another section of that laziness
557 my $seq_sql = "SELECT currval('$sequence')";
558 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
559 $seq_sth->execute or return $seq_sth->errstr;
560 my $insertid = $seq_sth->fetchrow_arrayref->[0];
562 # don't drink soap! recurse! recurse! okay!
564 _copy_skel( $child_table_def,
565 $row->{$child_pkey}, #sourceid
567 %{ $child_tables{$child_table_def} },
569 return $error if $error;
579 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
581 Like the insert method on an existing record, this method orders a package
582 and included services atomicaly. Pass a Tie::RefHash data structure to this
583 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
584 be a better explanation of this, but until then, here's an example:
587 tie %hash, 'Tie::RefHash'; #this part is important
589 $cust_pkg => [ $svc_acct ],
592 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
594 Services can be new, in which case they are inserted, or existing unaudited
595 services, in which case they are linked to the newly-created package.
597 Currently available options are: I<depend_jobnum> and I<noexport>.
599 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
600 on the supplied jobnum (they will not run until the specific job completes).
601 This can be used to defer provisioning until some action completes (such
602 as running the customer's credit card successfully).
604 The I<noexport> option is deprecated. If I<noexport> is set true, no
605 provisioning jobs (exports) are scheduled. (You can schedule them later with
606 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
607 on the cust_main object is not recommended, as existing services will also be
614 my $cust_pkgs = shift;
617 my %svc_options = ();
618 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
619 if exists $options{'depend_jobnum'};
620 warn "$me order_pkgs called with options ".
621 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
624 local $SIG{HUP} = 'IGNORE';
625 local $SIG{INT} = 'IGNORE';
626 local $SIG{QUIT} = 'IGNORE';
627 local $SIG{TERM} = 'IGNORE';
628 local $SIG{TSTP} = 'IGNORE';
629 local $SIG{PIPE} = 'IGNORE';
631 my $oldAutoCommit = $FS::UID::AutoCommit;
632 local $FS::UID::AutoCommit = 0;
635 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
637 foreach my $cust_pkg ( keys %$cust_pkgs ) {
638 $cust_pkg->custnum( $self->custnum );
639 my $error = $cust_pkg->insert;
641 $dbh->rollback if $oldAutoCommit;
642 return "inserting cust_pkg (transaction rolled back): $error";
644 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
645 if ( $svc_something->svcnum ) {
646 my $old_cust_svc = $svc_something->cust_svc;
647 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
648 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
649 $error = $new_cust_svc->replace($old_cust_svc);
651 $svc_something->pkgnum( $cust_pkg->pkgnum );
652 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
653 $svc_something->seconds( $svc_something->seconds + $$seconds );
656 $error = $svc_something->insert(%svc_options);
659 $dbh->rollback if $oldAutoCommit;
660 #return "inserting svc_ (transaction rolled back): $error";
666 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
670 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
672 Recharges this (existing) customer with the specified prepaid card (see
673 L<FS::prepay_credit>), specified either by I<identifier> or as an
674 FS::prepay_credit object. If there is an error, returns the error, otherwise
677 Optionally, four scalar references can be passed as well. They will have their
678 values filled in with the amount, number of seconds, and number of upload and
679 download bytes applied by this prepaid
684 sub recharge_prepay {
685 my( $self, $prepay_credit, $amountref, $secondsref,
686 $upbytesref, $downbytesref, $totalbytesref ) = @_;
688 local $SIG{HUP} = 'IGNORE';
689 local $SIG{INT} = 'IGNORE';
690 local $SIG{QUIT} = 'IGNORE';
691 local $SIG{TERM} = 'IGNORE';
692 local $SIG{TSTP} = 'IGNORE';
693 local $SIG{PIPE} = 'IGNORE';
695 my $oldAutoCommit = $FS::UID::AutoCommit;
696 local $FS::UID::AutoCommit = 0;
699 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
701 my $error = $self->get_prepay($prepay_credit, \$amount,
702 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
703 || $self->increment_seconds($seconds)
704 || $self->increment_upbytes($upbytes)
705 || $self->increment_downbytes($downbytes)
706 || $self->increment_totalbytes($totalbytes)
707 || $self->insert_cust_pay_prepay( $amount,
709 ? $prepay_credit->identifier
714 $dbh->rollback if $oldAutoCommit;
718 if ( defined($amountref) ) { $$amountref = $amount; }
719 if ( defined($secondsref) ) { $$secondsref = $seconds; }
720 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
721 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
722 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
724 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
729 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
731 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
732 specified either by I<identifier> or as an FS::prepay_credit object.
734 References to I<amount> and I<seconds> scalars should be passed as arguments
735 and will be incremented by the values of the prepaid card.
737 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
738 check or set this customer's I<agentnum>.
740 If there is an error, returns the error, otherwise returns false.
746 my( $self, $prepay_credit, $amountref, $secondsref,
747 $upref, $downref, $totalref) = @_;
749 local $SIG{HUP} = 'IGNORE';
750 local $SIG{INT} = 'IGNORE';
751 local $SIG{QUIT} = 'IGNORE';
752 local $SIG{TERM} = 'IGNORE';
753 local $SIG{TSTP} = 'IGNORE';
754 local $SIG{PIPE} = 'IGNORE';
756 my $oldAutoCommit = $FS::UID::AutoCommit;
757 local $FS::UID::AutoCommit = 0;
760 unless ( ref($prepay_credit) ) {
762 my $identifier = $prepay_credit;
764 $prepay_credit = qsearchs(
766 { 'identifier' => $prepay_credit },
771 unless ( $prepay_credit ) {
772 $dbh->rollback if $oldAutoCommit;
773 return "Invalid prepaid card: ". $identifier;
778 if ( $prepay_credit->agentnum ) {
779 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
780 $dbh->rollback if $oldAutoCommit;
781 return "prepaid card not valid for agent ". $self->agentnum;
783 $self->agentnum($prepay_credit->agentnum);
786 my $error = $prepay_credit->delete;
788 $dbh->rollback if $oldAutoCommit;
789 return "removing prepay_credit (transaction rolled back): $error";
792 $$amountref += $prepay_credit->amount;
793 $$secondsref += $prepay_credit->seconds;
794 $$upref += $prepay_credit->upbytes;
795 $$downref += $prepay_credit->downbytes;
796 $$totalref += $prepay_credit->totalbytes;
798 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
803 =item increment_upbytes SECONDS
805 Updates this customer's single or primary account (see L<FS::svc_acct>) by
806 the specified number of upbytes. If there is an error, returns the error,
807 otherwise returns false.
811 sub increment_upbytes {
812 _increment_column( shift, 'upbytes', @_);
815 =item increment_downbytes SECONDS
817 Updates this customer's single or primary account (see L<FS::svc_acct>) by
818 the specified number of downbytes. If there is an error, returns the error,
819 otherwise returns false.
823 sub increment_downbytes {
824 _increment_column( shift, 'downbytes', @_);
827 =item increment_totalbytes SECONDS
829 Updates this customer's single or primary account (see L<FS::svc_acct>) by
830 the specified number of totalbytes. If there is an error, returns the error,
831 otherwise returns false.
835 sub increment_totalbytes {
836 _increment_column( shift, 'totalbytes', @_);
839 =item increment_seconds SECONDS
841 Updates this customer's single or primary account (see L<FS::svc_acct>) by
842 the specified number of seconds. If there is an error, returns the error,
843 otherwise returns false.
847 sub increment_seconds {
848 _increment_column( shift, 'seconds', @_);
851 =item _increment_column AMOUNT
853 Updates this customer's single or primary account (see L<FS::svc_acct>) by
854 the specified number of seconds or bytes. If there is an error, returns
855 the error, otherwise returns false.
859 sub _increment_column {
860 my( $self, $column, $amount ) = @_;
861 warn "$me increment_column called: $column, $amount\n"
864 return '' unless $amount;
866 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
867 $self->ncancelled_pkgs;
870 return 'No packages with primary or single services found'.
871 ' to apply pre-paid time';
872 } elsif ( scalar(@cust_pkg) > 1 ) {
873 #maybe have a way to specify the package/account?
874 return 'Multiple packages found to apply pre-paid time';
877 my $cust_pkg = $cust_pkg[0];
878 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
882 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
885 return 'No account found to apply pre-paid time';
886 } elsif ( scalar(@cust_svc) > 1 ) {
887 return 'Multiple accounts found to apply pre-paid time';
890 my $svc_acct = $cust_svc[0]->svc_x;
891 warn " found service svcnum ". $svc_acct->pkgnum.
892 ' ('. $svc_acct->email. ")\n"
895 $column = "increment_$column";
896 $svc_acct->$column($amount);
900 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
902 Inserts a prepayment in the specified amount for this customer. An optional
903 second argument can specify the prepayment identifier for tracking purposes.
904 If there is an error, returns the error, otherwise returns false.
908 sub insert_cust_pay_prepay {
909 shift->insert_cust_pay('PREP', @_);
912 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
914 Inserts a cash payment in the specified amount for this customer. An optional
915 second argument can specify the payment identifier for tracking purposes.
916 If there is an error, returns the error, otherwise returns false.
920 sub insert_cust_pay_cash {
921 shift->insert_cust_pay('CASH', @_);
924 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
926 Inserts a Western Union payment in the specified amount for this customer. An
927 optional second argument can specify the prepayment identifier for tracking
928 purposes. If there is an error, returns the error, otherwise returns false.
932 sub insert_cust_pay_west {
933 shift->insert_cust_pay('WEST', @_);
936 sub insert_cust_pay {
937 my( $self, $payby, $amount ) = splice(@_, 0, 3);
938 my $payinfo = scalar(@_) ? shift : '';
940 my $cust_pay = new FS::cust_pay {
941 'custnum' => $self->custnum,
942 'paid' => sprintf('%.2f', $amount),
943 #'_date' => #date the prepaid card was purchased???
945 'payinfo' => $payinfo,
953 This method is deprecated. See the I<depend_jobnum> option to the insert and
954 order_pkgs methods for a better way to defer provisioning.
956 Re-schedules all exports by calling the B<reexport> method of all associated
957 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
958 otherwise returns false.
965 carp "WARNING: FS::cust_main::reexport is deprectated; ".
966 "use the depend_jobnum option to insert or order_pkgs to delay export";
968 local $SIG{HUP} = 'IGNORE';
969 local $SIG{INT} = 'IGNORE';
970 local $SIG{QUIT} = 'IGNORE';
971 local $SIG{TERM} = 'IGNORE';
972 local $SIG{TSTP} = 'IGNORE';
973 local $SIG{PIPE} = 'IGNORE';
975 my $oldAutoCommit = $FS::UID::AutoCommit;
976 local $FS::UID::AutoCommit = 0;
979 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
980 my $error = $cust_pkg->reexport;
982 $dbh->rollback if $oldAutoCommit;
987 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
992 =item delete NEW_CUSTNUM
994 This deletes the customer. If there is an error, returns the error, otherwise
997 This will completely remove all traces of the customer record. This is not
998 what you want when a customer cancels service; for that, cancel all of the
999 customer's packages (see L</cancel>).
1001 If the customer has any uncancelled packages, you need to pass a new (valid)
1002 customer number for those packages to be transferred to. Cancelled packages
1003 will be deleted. Did I mention that this is NOT what you want when a customer
1004 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1006 You can't delete a customer with invoices (see L<FS::cust_bill>),
1007 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1008 refunds (see L<FS::cust_refund>).
1015 local $SIG{HUP} = 'IGNORE';
1016 local $SIG{INT} = 'IGNORE';
1017 local $SIG{QUIT} = 'IGNORE';
1018 local $SIG{TERM} = 'IGNORE';
1019 local $SIG{TSTP} = 'IGNORE';
1020 local $SIG{PIPE} = 'IGNORE';
1022 my $oldAutoCommit = $FS::UID::AutoCommit;
1023 local $FS::UID::AutoCommit = 0;
1026 if ( $self->cust_bill ) {
1027 $dbh->rollback if $oldAutoCommit;
1028 return "Can't delete a customer with invoices";
1030 if ( $self->cust_credit ) {
1031 $dbh->rollback if $oldAutoCommit;
1032 return "Can't delete a customer with credits";
1034 if ( $self->cust_pay ) {
1035 $dbh->rollback if $oldAutoCommit;
1036 return "Can't delete a customer with payments";
1038 if ( $self->cust_refund ) {
1039 $dbh->rollback if $oldAutoCommit;
1040 return "Can't delete a customer with refunds";
1043 my @cust_pkg = $self->ncancelled_pkgs;
1045 my $new_custnum = shift;
1046 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1047 $dbh->rollback if $oldAutoCommit;
1048 return "Invalid new customer number: $new_custnum";
1050 foreach my $cust_pkg ( @cust_pkg ) {
1051 my %hash = $cust_pkg->hash;
1052 $hash{'custnum'} = $new_custnum;
1053 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1054 my $error = $new_cust_pkg->replace($cust_pkg,
1055 options => { $cust_pkg->options },
1058 $dbh->rollback if $oldAutoCommit;
1063 my @cancelled_cust_pkg = $self->all_pkgs;
1064 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1065 my $error = $cust_pkg->delete;
1067 $dbh->rollback if $oldAutoCommit;
1072 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1073 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1075 my $error = $cust_main_invoice->delete;
1077 $dbh->rollback if $oldAutoCommit;
1082 my $error = $self->SUPER::delete;
1084 $dbh->rollback if $oldAutoCommit;
1088 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1093 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1095 Replaces the OLD_RECORD with this one in the database. If there is an error,
1096 returns the error, otherwise returns false.
1098 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1099 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1100 expected and rollback the entire transaction; it is not necessary to call
1101 check_invoicing_list first. Here's an example:
1103 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1110 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1112 : $self->replace_old;
1116 warn "$me replace called\n"
1119 my $curuser = $FS::CurrentUser::CurrentUser;
1120 if ( $self->payby eq 'COMP'
1121 && $self->payby ne $old->payby
1122 && ! $curuser->access_right('Complimentary customer')
1125 return "You are not permitted to create complimentary accounts.";
1128 local($ignore_expired_card) = 1
1129 if $old->payby =~ /^(CARD|DCRD)$/
1130 && $self->payby =~ /^(CARD|DCRD)$/
1131 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1133 local $SIG{HUP} = 'IGNORE';
1134 local $SIG{INT} = 'IGNORE';
1135 local $SIG{QUIT} = 'IGNORE';
1136 local $SIG{TERM} = 'IGNORE';
1137 local $SIG{TSTP} = 'IGNORE';
1138 local $SIG{PIPE} = 'IGNORE';
1140 my $oldAutoCommit = $FS::UID::AutoCommit;
1141 local $FS::UID::AutoCommit = 0;
1144 my $error = $self->SUPER::replace($old);
1147 $dbh->rollback if $oldAutoCommit;
1151 if ( @param ) { # INVOICING_LIST_ARYREF
1152 my $invoicing_list = shift @param;
1153 $error = $self->check_invoicing_list( $invoicing_list );
1155 $dbh->rollback if $oldAutoCommit;
1158 $self->invoicing_list( $invoicing_list );
1161 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1162 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1163 # card/check/lec info has changed, want to retry realtime_ invoice events
1164 my $error = $self->retry_realtime;
1166 $dbh->rollback if $oldAutoCommit;
1171 unless ( $import || $skip_fuzzyfiles ) {
1172 $error = $self->queue_fuzzyfiles_update;
1174 $dbh->rollback if $oldAutoCommit;
1175 return "updating fuzzy search cache: $error";
1179 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1184 =item queue_fuzzyfiles_update
1186 Used by insert & replace to update the fuzzy search cache
1190 sub queue_fuzzyfiles_update {
1193 local $SIG{HUP} = 'IGNORE';
1194 local $SIG{INT} = 'IGNORE';
1195 local $SIG{QUIT} = 'IGNORE';
1196 local $SIG{TERM} = 'IGNORE';
1197 local $SIG{TSTP} = 'IGNORE';
1198 local $SIG{PIPE} = 'IGNORE';
1200 my $oldAutoCommit = $FS::UID::AutoCommit;
1201 local $FS::UID::AutoCommit = 0;
1204 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1205 my $error = $queue->insert( map $self->getfield($_),
1206 qw(first last company)
1209 $dbh->rollback if $oldAutoCommit;
1210 return "queueing job (transaction rolled back): $error";
1213 if ( $self->ship_last ) {
1214 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1215 $error = $queue->insert( map $self->getfield("ship_$_"),
1216 qw(first last company)
1219 $dbh->rollback if $oldAutoCommit;
1220 return "queueing job (transaction rolled back): $error";
1224 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1231 Checks all fields to make sure this is a valid customer record. If there is
1232 an error, returns the error, otherwise returns false. Called by the insert
1233 and replace methods.
1240 warn "$me check BEFORE: \n". $self->_dump
1244 $self->ut_numbern('custnum')
1245 || $self->ut_number('agentnum')
1246 || $self->ut_textn('agent_custid')
1247 || $self->ut_number('refnum')
1248 || $self->ut_textn('custbatch')
1249 || $self->ut_name('last')
1250 || $self->ut_name('first')
1251 || $self->ut_snumbern('birthdate')
1252 || $self->ut_snumbern('signupdate')
1253 || $self->ut_textn('company')
1254 || $self->ut_text('address1')
1255 || $self->ut_textn('address2')
1256 || $self->ut_text('city')
1257 || $self->ut_textn('county')
1258 || $self->ut_textn('state')
1259 || $self->ut_country('country')
1260 || $self->ut_anything('comments')
1261 || $self->ut_numbern('referral_custnum')
1262 || $self->ut_textn('stateid')
1263 || $self->ut_textn('stateid_state')
1264 || $self->ut_textn('invoice_terms')
1267 #barf. need message catalogs. i18n. etc.
1268 $error .= "Please select an advertising source."
1269 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1270 return $error if $error;
1272 return "Unknown agent"
1273 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1275 return "Unknown refnum"
1276 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1278 return "Unknown referring custnum: ". $self->referral_custnum
1279 unless ! $self->referral_custnum
1280 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1282 if ( $self->ss eq '' ) {
1287 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1288 or return "Illegal social security number: ". $self->ss;
1289 $self->ss("$1-$2-$3");
1293 # bad idea to disable, causes billing to fail because of no tax rates later
1294 # unless ( $import ) {
1295 unless ( qsearch('cust_main_county', {
1296 'country' => $self->country,
1299 return "Unknown state/county/country: ".
1300 $self->state. "/". $self->county. "/". $self->country
1301 unless qsearch('cust_main_county',{
1302 'state' => $self->state,
1303 'county' => $self->county,
1304 'country' => $self->country,
1310 $self->ut_phonen('daytime', $self->country)
1311 || $self->ut_phonen('night', $self->country)
1312 || $self->ut_phonen('fax', $self->country)
1313 || $self->ut_zip('zip', $self->country)
1315 return $error if $error;
1317 if ( $conf->exists('cust_main-require_phone')
1318 && ! length($self->daytime) && ! length($self->night)
1321 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1323 : FS::Msgcat::_gettext('daytime');
1324 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1326 : FS::Msgcat::_gettext('night');
1328 return "$daytime_label or $night_label is required"
1332 if ( $self->has_ship_address
1333 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1334 $self->addr_fields )
1338 $self->ut_name('ship_last')
1339 || $self->ut_name('ship_first')
1340 || $self->ut_textn('ship_company')
1341 || $self->ut_text('ship_address1')
1342 || $self->ut_textn('ship_address2')
1343 || $self->ut_text('ship_city')
1344 || $self->ut_textn('ship_county')
1345 || $self->ut_textn('ship_state')
1346 || $self->ut_country('ship_country')
1348 return $error if $error;
1350 #false laziness with above
1351 unless ( qsearchs('cust_main_county', {
1352 'country' => $self->ship_country,
1355 return "Unknown ship_state/ship_county/ship_country: ".
1356 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1357 unless qsearch('cust_main_county',{
1358 'state' => $self->ship_state,
1359 'county' => $self->ship_county,
1360 'country' => $self->ship_country,
1366 $self->ut_phonen('ship_daytime', $self->ship_country)
1367 || $self->ut_phonen('ship_night', $self->ship_country)
1368 || $self->ut_phonen('ship_fax', $self->ship_country)
1369 || $self->ut_zip('ship_zip', $self->ship_country)
1371 return $error if $error;
1373 return "Unit # is required."
1374 if $self->ship_address2 =~ /^\s*$/
1375 && $conf->exists('cust_main-require_address2');
1377 } else { # ship_ info eq billing info, so don't store dup info in database
1379 $self->setfield("ship_$_", '')
1380 foreach $self->addr_fields;
1382 return "Unit # is required."
1383 if $self->address2 =~ /^\s*$/
1384 && $conf->exists('cust_main-require_address2');
1388 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1389 # or return "Illegal payby: ". $self->payby;
1391 FS::payby->can_payby($self->table, $self->payby)
1392 or return "Illegal payby: ". $self->payby;
1394 $error = $self->ut_numbern('paystart_month')
1395 || $self->ut_numbern('paystart_year')
1396 || $self->ut_numbern('payissue')
1397 || $self->ut_textn('paytype')
1399 return $error if $error;
1401 if ( $self->payip eq '' ) {
1404 $error = $self->ut_ip('payip');
1405 return $error if $error;
1408 # If it is encrypted and the private key is not availaible then we can't
1409 # check the credit card.
1411 my $check_payinfo = 1;
1413 if ($self->is_encrypted($self->payinfo)) {
1417 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1419 my $payinfo = $self->payinfo;
1420 $payinfo =~ s/\D//g;
1421 $payinfo =~ /^(\d{13,16})$/
1422 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1424 $self->payinfo($payinfo);
1426 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1428 return gettext('unknown_card_type')
1429 if cardtype($self->payinfo) eq "Unknown";
1431 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1433 return 'Banned credit card: banned on '.
1434 time2str('%a %h %o at %r', $ban->_date).
1435 ' by '. $ban->otaker.
1436 ' (ban# '. $ban->bannum. ')';
1439 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1440 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1441 $self->paycvv =~ /^(\d{4})$/
1442 or return "CVV2 (CID) for American Express cards is four digits.";
1445 $self->paycvv =~ /^(\d{3})$/
1446 or return "CVV2 (CVC2/CID) is three digits.";
1453 my $cardtype = cardtype($payinfo);
1454 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1456 return "Start date or issue number is required for $cardtype cards"
1457 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1459 return "Start month must be between 1 and 12"
1460 if $self->paystart_month
1461 and $self->paystart_month < 1 || $self->paystart_month > 12;
1463 return "Start year must be 1990 or later"
1464 if $self->paystart_year
1465 and $self->paystart_year < 1990;
1467 return "Issue number must be beween 1 and 99"
1469 and $self->payissue < 1 || $self->payissue > 99;
1472 $self->paystart_month('');
1473 $self->paystart_year('');
1474 $self->payissue('');
1477 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1479 my $payinfo = $self->payinfo;
1480 $payinfo =~ s/[^\d\@]//g;
1481 if ( $conf->exists('echeck-nonus') ) {
1482 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1483 $payinfo = "$1\@$2";
1485 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1486 $payinfo = "$1\@$2";
1488 $self->payinfo($payinfo);
1491 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1493 return 'Banned ACH account: banned on '.
1494 time2str('%a %h %o at %r', $ban->_date).
1495 ' by '. $ban->otaker.
1496 ' (ban# '. $ban->bannum. ')';
1499 } elsif ( $self->payby eq 'LECB' ) {
1501 my $payinfo = $self->payinfo;
1502 $payinfo =~ s/\D//g;
1503 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1505 $self->payinfo($payinfo);
1508 } elsif ( $self->payby eq 'BILL' ) {
1510 $error = $self->ut_textn('payinfo');
1511 return "Illegal P.O. number: ". $self->payinfo if $error;
1514 } elsif ( $self->payby eq 'COMP' ) {
1516 my $curuser = $FS::CurrentUser::CurrentUser;
1517 if ( ! $self->custnum
1518 && ! $curuser->access_right('Complimentary customer')
1521 return "You are not permitted to create complimentary accounts."
1524 $error = $self->ut_textn('payinfo');
1525 return "Illegal comp account issuer: ". $self->payinfo if $error;
1528 } elsif ( $self->payby eq 'PREPAY' ) {
1530 my $payinfo = $self->payinfo;
1531 $payinfo =~ s/\W//g; #anything else would just confuse things
1532 $self->payinfo($payinfo);
1533 $error = $self->ut_alpha('payinfo');
1534 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1535 return "Unknown prepayment identifier"
1536 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1541 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1542 return "Expiration date required"
1543 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1547 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1548 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1549 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1550 ( $m, $y ) = ( $3, "20$2" );
1552 return "Illegal expiration date: ". $self->paydate;
1554 $self->paydate("$y-$m-01");
1555 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1556 return gettext('expired_card')
1558 && !$ignore_expired_card
1559 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1562 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1563 ( ! $conf->exists('require_cardname')
1564 || $self->payby !~ /^(CARD|DCRD)$/ )
1566 $self->payname( $self->first. " ". $self->getfield('last') );
1568 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1569 or return gettext('illegal_name'). " payname: ". $self->payname;
1573 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1574 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1578 $self->otaker(getotaker) unless $self->otaker;
1580 warn "$me check AFTER: \n". $self->_dump
1583 $self->SUPER::check;
1588 Returns a list of fields which have ship_ duplicates.
1593 qw( last first company
1594 address1 address2 city county state zip country
1599 =item has_ship_address
1601 Returns true if this customer record has a separate shipping address.
1605 sub has_ship_address {
1607 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1612 Returns all packages (see L<FS::cust_pkg>) for this customer.
1619 return $self->num_pkgs unless wantarray;
1622 if ( $self->{'_pkgnum'} ) {
1623 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1625 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1628 sort sort_packages @cust_pkg;
1633 Synonym for B<all_pkgs>.
1638 shift->all_pkgs(@_);
1641 =item ncancelled_pkgs
1643 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1647 sub ncancelled_pkgs {
1650 return $self->num_ncancelled_pkgs unless wantarray;
1653 if ( $self->{'_pkgnum'} ) {
1655 warn "$me ncancelled_pkgs: returning cached objects"
1658 @cust_pkg = grep { ! $_->getfield('cancel') }
1659 values %{ $self->{'_pkgnum'}->cache };
1663 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1664 $self->custnum. "\n"
1668 qsearch( 'cust_pkg', {
1669 'custnum' => $self->custnum,
1673 qsearch( 'cust_pkg', {
1674 'custnum' => $self->custnum,
1679 sort sort_packages @cust_pkg;
1683 # This should be generalized to use config options to determine order.
1685 if ( $a->get('cancel') and $b->get('cancel') ) {
1686 $a->pkgnum <=> $b->pkgnum;
1687 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1688 return -1 if $b->get('cancel');
1689 return 1 if $a->get('cancel');
1692 $a->pkgnum <=> $b->pkgnum;
1696 =item suspended_pkgs
1698 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1702 sub suspended_pkgs {
1704 grep { $_->susp } $self->ncancelled_pkgs;
1707 =item unflagged_suspended_pkgs
1709 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1710 customer (thouse packages without the `manual_flag' set).
1714 sub unflagged_suspended_pkgs {
1716 return $self->suspended_pkgs
1717 unless dbdef->table('cust_pkg')->column('manual_flag');
1718 grep { ! $_->manual_flag } $self->suspended_pkgs;
1721 =item unsuspended_pkgs
1723 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1728 sub unsuspended_pkgs {
1730 grep { ! $_->susp } $self->ncancelled_pkgs;
1733 =item num_cancelled_pkgs
1735 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1740 sub num_cancelled_pkgs {
1741 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1744 sub num_ncancelled_pkgs {
1745 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1749 my( $self ) = shift;
1750 my $sql = scalar(@_) ? shift : '';
1751 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1752 my $sth = dbh->prepare(
1753 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1754 ) or die dbh->errstr;
1755 $sth->execute($self->custnum) or die $sth->errstr;
1756 $sth->fetchrow_arrayref->[0];
1761 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1762 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1763 on success or a list of errors.
1769 grep { $_->unsuspend } $self->suspended_pkgs;
1774 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1776 Returns a list: an empty list on success or a list of errors.
1782 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1785 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1787 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1788 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
1789 of a list of pkgparts; the hashref has the following keys:
1793 =item pkgparts - listref of pkgparts
1795 =item (other options are passed to the suspend method)
1800 Returns a list: an empty list on success or a list of errors.
1804 sub suspend_if_pkgpart {
1806 my (@pkgparts, %opt);
1807 if (ref($_[0]) eq 'HASH'){
1808 @pkgparts = @{$_[0]{pkgparts}};
1813 grep { $_->suspend(%opt) }
1814 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1815 $self->unsuspended_pkgs;
1818 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1820 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1821 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
1822 instead of a list of pkgparts; the hashref has the following keys:
1826 =item pkgparts - listref of pkgparts
1828 =item (other options are passed to the suspend method)
1832 Returns a list: an empty list on success or a list of errors.
1836 sub suspend_unless_pkgpart {
1838 my (@pkgparts, %opt);
1839 if (ref($_[0]) eq 'HASH'){
1840 @pkgparts = @{$_[0]{pkgparts}};
1845 grep { $_->suspend(%opt) }
1846 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1847 $self->unsuspended_pkgs;
1850 =item cancel [ OPTION => VALUE ... ]
1852 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1854 Available options are:
1858 =item quiet - can be set true to supress email cancellation notices.
1860 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
1862 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
1866 Always returns a list: an empty list on success or a list of errors.
1871 my( $self, %opt ) = @_;
1873 warn "$me cancel called on customer ". $self->custnum. " with options ".
1874 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
1877 return ( 'access denied' )
1878 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
1880 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1882 #should try decryption (we might have the private key)
1883 # and if not maybe queue a job for the server that does?
1884 return ( "Can't (yet) ban encrypted credit cards" )
1885 if $self->is_encrypted($self->payinfo);
1887 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1888 my $error = $ban->insert;
1889 return ( $error ) if $error;
1893 my @pkgs = $self->ncancelled_pkgs;
1895 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
1896 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
1899 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
1902 sub _banned_pay_hashref {
1913 'payby' => $payby2ban{$self->payby},
1914 'payinfo' => md5_base64($self->payinfo),
1915 #don't ever *search* on reason! #'reason' =>
1921 Returns all notes (see L<FS::cust_main_note>) for this customer.
1928 qsearch( 'cust_main_note',
1929 { 'custnum' => $self->custnum },
1931 'ORDER BY _DATE DESC'
1937 Returns the agent (see L<FS::agent>) for this customer.
1943 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1946 =item bill_and_collect
1948 Cancels and suspends any packages due, generates bills, applies payments and
1951 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1953 Options are passed as name-value pairs. Currently available options are:
1959 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1963 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1967 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1971 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1975 If set true, re-charges setup fees.
1979 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1985 sub bill_and_collect {
1986 my( $self, %options ) = @_;
1992 #$options{actual_time} not $options{time} because freeside-daily -d is for
1993 #pre-printing invoices
1994 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
1995 $self->ncancelled_pkgs;
1997 foreach my $cust_pkg ( @cancel_pkgs ) {
1998 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
1999 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2000 'reason_otaker' => $cpr->otaker
2004 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2005 " for custnum ". $self->custnum. ": $error"
2013 #$options{actual_time} not $options{time} because freeside-daily -d is for
2014 #pre-printing invoices
2017 && ( ( $_->part_pkg->is_prepaid
2019 && $_->bill < $options{actual_time}
2022 && $_->adjourn <= $options{actual_time}
2026 $self->ncancelled_pkgs;
2028 foreach my $cust_pkg ( @susp_pkgs ) {
2029 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2030 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2031 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2032 'reason_otaker' => $cpr->otaker
2037 warn "Error suspending package ". $cust_pkg->pkgnum.
2038 " for custnum ". $self->custnum. ": $error"
2046 my $error = $self->bill( %options );
2047 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2049 $self->apply_payments_and_credits;
2051 $error = $self->collect( %options );
2052 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2058 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2059 conjunction with the collect method by calling B<bill_and_collect>.
2061 If there is an error, returns the error, otherwise returns false.
2063 Options are passed as name-value pairs. Currently available options are:
2069 If set true, re-charges setup fees.
2073 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2077 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2081 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2083 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2087 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2094 my( $self, %options ) = @_;
2095 return '' if $self->payby eq 'COMP';
2096 warn "$me bill customer ". $self->custnum. "\n"
2099 my $time = $options{'time'} || time;
2102 local $SIG{HUP} = 'IGNORE';
2103 local $SIG{INT} = 'IGNORE';
2104 local $SIG{QUIT} = 'IGNORE';
2105 local $SIG{TERM} = 'IGNORE';
2106 local $SIG{TSTP} = 'IGNORE';
2107 local $SIG{PIPE} = 'IGNORE';
2109 my $oldAutoCommit = $FS::UID::AutoCommit;
2110 local $FS::UID::AutoCommit = 0;
2113 $self->select_for_update; #mutex
2115 my @cust_bill_pkg = ();
2118 # find the packages which are due for billing, find out how much they are
2119 # & generate invoice database.
2122 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2126 my @precommit_hooks = ();
2128 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2129 foreach my $cust_pkg (@cust_pkgs) {
2131 #NO!! next if $cust_pkg->cancel;
2132 next if $cust_pkg->getfield('cancel');
2134 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2136 #? to avoid use of uninitialized value errors... ?
2137 $cust_pkg->setfield('bill', '')
2138 unless defined($cust_pkg->bill);
2140 #my $part_pkg = $cust_pkg->part_pkg;
2142 my $real_pkgpart = $cust_pkg->pkgpart;
2143 my %hash = $cust_pkg->hash;
2145 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2147 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2150 $self->_make_lines( 'part_pkg' => $part_pkg,
2151 'cust_pkg' => $cust_pkg,
2152 'precommit_hooks' => \@precommit_hooks,
2153 'line_items' => \@cust_bill_pkg,
2154 'setup' => \$total_setup,
2155 'recur' => \$total_recur,
2156 'tax_matrix' => \%taxlisthash,
2158 'options' => \%options,
2161 $dbh->rollback if $oldAutoCommit;
2165 } #foreach my $part_pkg
2167 } #foreach my $cust_pkg
2169 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2170 #but do commit any package date cycling that happened
2171 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2175 my $postal_pkg = $self->charge_postal_fee();
2176 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2177 $dbh->rollback if $oldAutoCommit;
2178 return "can't charge postal invoice fee for customer ".
2179 $self->custnum. ": $postal_pkg";
2182 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2183 !$conf->exists('postal_invoice-recurring_only')
2187 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2189 $self->_make_lines( 'part_pkg' => $part_pkg,
2190 'cust_pkg' => $postal_pkg,
2191 'precommit_hooks' => \@precommit_hooks,
2192 'line_items' => \@cust_bill_pkg,
2193 'setup' => \$total_setup,
2194 'recur' => \$total_recur,
2195 'tax_matrix' => \%taxlisthash,
2197 'options' => \%options,
2200 $dbh->rollback if $oldAutoCommit;
2206 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2207 foreach my $tax ( keys %taxlisthash ) {
2208 my $tax_object = shift @{ $taxlisthash{$tax} };
2209 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2210 my $listref_or_error = $tax_object->taxline( @{ $taxlisthash{$tax} } );
2211 unless (ref($listref_or_error)) {
2212 $dbh->rollback if $oldAutoCommit;
2213 return $listref_or_error;
2215 unshift @{ $taxlisthash{$tax} }, $tax_object;
2217 warn "adding ". $listref_or_error->[1].
2218 " as ". $listref_or_error->[0]. "\n"
2220 $tax{ $tax_object->taxname } += $listref_or_error->[1];
2221 if ( $taxname{ $listref_or_error->[0] } ) {
2222 push @{ $taxname{ $listref_or_error->[0] } }, $tax_object->taxname;
2224 $taxname{ $listref_or_error->[0] } = [ $tax_object->taxname ];
2229 #some taxes are taxed
2232 warn "finding taxed taxes...\n" if $DEBUG > 2;
2233 foreach my $tax ( keys %taxlisthash ) {
2234 my $tax_object = shift @{ $taxlisthash{$tax} };
2235 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2237 next unless $tax_object->can('tax_on_tax');
2239 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2240 my $totname = ref( $tot ). ' '. $tot->taxnum;
2242 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2244 next unless exists( $taxlisthash{ $totname } ); # only increase
2246 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2247 if ( exists( $totlisthash{ $totname } ) ) {
2248 push @{ $totlisthash{ $totname } }, $tax{ $tax_object->taxname };
2250 $totlisthash{ $totname } = [ $tot, $tax{ $tax_object->taxname } ];
2255 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2256 foreach my $tax ( keys %totlisthash ) {
2257 my $tax_object = shift @{ $totlisthash{$tax} };
2258 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2260 my $listref_or_error = $tax_object->taxline( @{ $totlisthash{$tax} } );
2261 unless (ref($listref_or_error)) {
2262 $dbh->rollback if $oldAutoCommit;
2263 return $listref_or_error;
2266 warn "adding taxed tax amount ". $listref_or_error->[1].
2267 " as ". $tax_object->taxname. "\n"
2269 $tax{ $tax_object->taxname } += $listref_or_error->[1];
2272 #consolidate and create tax line items
2273 warn "consolidating and generating...\n" if $DEBUG > 2;
2274 foreach my $taxname ( keys %taxname ) {
2277 warn "adding $taxname\n" if $DEBUG > 1;
2278 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2279 $tax += $tax{$taxitem} unless $seen{$taxitem};
2280 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2284 $tax = sprintf('%.2f', $tax );
2285 $total_setup = sprintf('%.2f', $total_setup+$tax );
2287 push @cust_bill_pkg, new FS::cust_bill_pkg {
2293 'itemdesc' => $taxname,
2298 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2300 #create the new invoice
2301 my $cust_bill = new FS::cust_bill ( {
2302 'custnum' => $self->custnum,
2303 '_date' => ( $options{'invoice_time'} || $time ),
2304 'charged' => $charged,
2306 my $error = $cust_bill->insert;
2308 $dbh->rollback if $oldAutoCommit;
2309 return "can't create invoice for customer #". $self->custnum. ": $error";
2312 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2313 $cust_bill_pkg->invnum($cust_bill->invnum);
2314 my $error = $cust_bill_pkg->insert;
2316 $dbh->rollback if $oldAutoCommit;
2317 return "can't create invoice line item: $error";
2322 foreach my $hook ( @precommit_hooks ) {
2324 &{$hook}; #($self) ?
2327 $dbh->rollback if $oldAutoCommit;
2328 return "$@ running precommit hook $hook\n";
2332 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2338 my ($self, %params) = @_;
2340 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2341 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2342 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2343 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2344 my $total_setup = $params{setup} or die "no setup accumulator specified";
2345 my $total_recur = $params{recur} or die "no recur accumulator specified";
2346 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2347 my $time = $params{'time'} or die "no time specified";
2348 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2351 my $real_pkgpart = $cust_pkg->pkgpart;
2352 my %hash = $cust_pkg->hash;
2353 my $old_cust_pkg = new FS::cust_pkg \%hash;
2359 $cust_pkg->pkgpart($part_pkg->pkgpart);
2367 if ( ! $cust_pkg->setup &&
2369 ( $conf->exists('disable_setup_suspended_pkgs') &&
2370 ! $cust_pkg->getfield('susp')
2371 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2373 || $options{'resetup'}
2376 warn " bill setup\n" if $DEBUG > 1;
2379 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2380 return "$@ running calc_setup for $cust_pkg\n"
2383 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2385 $cust_pkg->setfield('setup', $time)
2386 unless $cust_pkg->setup;
2387 #do need it, but it won't get written to the db
2388 #|| $cust_pkg->pkgpart != $real_pkgpart;
2393 # bill recurring fee
2396 #XXX unit stuff here too
2400 if ( ! $cust_pkg->getfield('susp') and
2401 ( $part_pkg->getfield('freq') ne '0' &&
2402 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2404 || ( $part_pkg->plan eq 'voip_cdr'
2405 && $part_pkg->option('bill_every_call')
2409 # XXX should this be a package event? probably. events are called
2410 # at collection time at the moment, though...
2411 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2412 if $part_pkg->can('reset_usage');
2413 #don't want to reset usage just cause we want a line item??
2414 #&& $part_pkg->pkgpart == $real_pkgpart;
2416 warn " bill recur\n" if $DEBUG > 1;
2419 # XXX shared with $recur_prog
2420 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2422 #over two params! lets at least switch to a hashref for the rest...
2423 my $increment_next_bill = ( $part_pkg->freq ne '0'
2424 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2426 my %param = ( 'precommit_hooks' => $precommit_hooks,
2427 'increment_next_bill' => $increment_next_bill,
2430 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2431 return "$@ running calc_recur for $cust_pkg\n"
2434 if ( $increment_next_bill ) {
2436 #change this bit to use Date::Manip? CAREFUL with timezones (see
2437 # mailing list archive)
2438 my ($sec,$min,$hour,$mday,$mon,$year) =
2439 (localtime($sdate) )[0,1,2,3,4,5];
2441 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2442 # only for figuring next bill date, nothing else, so, reset $sdate again
2444 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2445 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2446 $cust_pkg->last_bill($sdate);
2448 if ( $part_pkg->freq =~ /^\d+$/ ) {
2449 $mon += $part_pkg->freq;
2450 until ( $mon < 12 ) { $mon -= 12; $year++; }
2451 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2453 $mday += $weeks * 7;
2454 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2457 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2461 return "unparsable frequency: ". $part_pkg->freq;
2463 $cust_pkg->setfield('bill',
2464 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2470 warn "\$setup is undefined" unless defined($setup);
2471 warn "\$recur is undefined" unless defined($recur);
2472 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2475 # If there's line items, create em cust_bill_pkg records
2476 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2481 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2482 # hmm.. and if just the options are modified in some weird price plan?
2484 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2487 my $error = $cust_pkg->replace( $old_cust_pkg,
2488 'options' => { $cust_pkg->options },
2490 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2491 if $error; #just in case
2494 $setup = sprintf( "%.2f", $setup );
2495 $recur = sprintf( "%.2f", $recur );
2496 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2497 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2499 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2500 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2503 if ( $setup != 0 || $recur != 0 ) {
2505 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2508 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2510 warn " adding customer package invoice detail: $_\n"
2511 foreach @cust_pkg_detail;
2513 push @details, @cust_pkg_detail;
2515 my $cust_bill_pkg = new FS::cust_bill_pkg {
2516 'pkgnum' => $cust_pkg->pkgnum,
2518 'unitsetup' => $unitsetup,
2520 'unitrecur' => $unitrecur,
2521 'quantity' => $cust_pkg->quantity,
2522 'details' => \@details,
2525 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2526 $cust_bill_pkg->sdate( $hash{last_bill} );
2527 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2528 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2529 $cust_bill_pkg->sdate( $sdate );
2530 $cust_bill_pkg->edate( $cust_pkg->bill );
2533 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2534 unless $part_pkg->pkgpart == $real_pkgpart;
2536 $$total_setup += $setup;
2537 $$total_recur += $recur;
2544 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2545 return $error if $error;
2547 push @$cust_bill_pkgs, $cust_bill_pkg;
2549 } #if $setup != 0 || $recur != 0
2559 my $part_pkg = shift;
2560 my $taxlisthash = shift;
2561 my $cust_bill_pkg = shift;
2562 my $cust_pkg = shift;
2564 my %cust_bill_pkg = ();
2568 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2573 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2574 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2575 push @classes, 'setup' if $cust_bill_pkg->setup;
2576 push @classes, 'recur' if $cust_bill_pkg->recur;
2578 if ( $conf->exists('enable_taxproducts')
2579 && (scalar($part_pkg->part_pkg_taxoverride) || $part_pkg->has_taxproduct)
2580 && ( $self->tax !~ /Y/i && $self->payby ne 'COMP' )
2584 foreach my $class (@classes) {
2585 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $prefix );
2586 return $err_or_ref unless ref($err_or_ref);
2587 $taxes{$class} = $err_or_ref;
2590 unless (exists $taxes{''}) {
2591 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $prefix );
2592 return $err_or_ref unless ref($err_or_ref);
2593 $taxes{''} = $err_or_ref;
2596 } elsif ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2598 my %taxhash = map { $_ => $self->get("$prefix$_") }
2599 qw( state county country );
2601 $taxhash{'taxclass'} = $part_pkg->taxclass;
2603 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2606 $taxhash{'taxclass'} = '';
2607 @taxes = qsearch( 'cust_main_county', \%taxhash );
2610 #one more try at a whole-country tax rate
2612 $taxhash{$_} = '' foreach qw( state county );
2613 @taxes = qsearch( 'cust_main_county', \%taxhash );
2616 $taxes{''} = [ @taxes ];
2617 $taxes{'setup'} = [ @taxes ];
2618 $taxes{'recur'} = [ @taxes ];
2619 $taxes{$_} = [ @taxes ] foreach (@classes);
2621 # maybe eliminate this entirely, along with all the 0% records
2624 "fatal: can't find tax rate for state/county/country/taxclass ".
2625 join('/', ( map $self->get("$prefix$_"),
2626 qw(state county country)
2628 $part_pkg->taxclass ). "\n";
2631 } #if $conf->exists('enable_taxproducts') ...
2634 if ( $conf->exists('separate_usage') ) {
2635 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2636 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2637 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2638 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2639 push @display, new FS::cust_bill_pkg_display { type => 'U',
2642 if ($section && $summary) {
2643 $display[2]->post_total('Y');
2644 push @display, new FS::cust_bill_pkg_display { type => 'U',
2649 $cust_bill_pkg->set('display', \@display);
2651 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2652 foreach my $key (keys %tax_cust_bill_pkg) {
2653 my @taxes = @{ $taxes{$key} || [] };
2654 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2656 foreach my $tax ( @taxes ) {
2657 my $taxname = ref( $tax ). ' '. $tax->taxnum;
2658 if ( exists( $taxlisthash->{ $taxname } ) ) {
2659 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2661 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2671 my $part_pkg = shift;
2676 my $geocode = $self->geocode('cch');
2678 my @taxclassnums = map { $_->taxclassnum }
2679 $part_pkg->part_pkg_taxoverride($class);
2681 unless (@taxclassnums) {
2682 @taxclassnums = map { $_->taxclassnum }
2683 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2685 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2690 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2692 @taxes = qsearch({ 'table' => 'tax_rate',
2693 'hashref' => { 'geocode' => $geocode, },
2694 'extra_sql' => $extra_sql,
2696 if scalar(@taxclassnums);
2698 # maybe eliminate this entirely, along with all the 0% records
2701 "fatal: can't find tax rate for zip/taxproduct/pkgpart ".
2702 join('/', ( map $self->get("$prefix$_"),
2705 $part_pkg->taxproduct_description,
2706 $part_pkg->pkgpart ). "\n";
2709 warn "Found taxes ".
2710 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2717 =item collect OPTIONS
2719 (Attempt to) collect money for this customer's outstanding invoices (see
2720 L<FS::cust_bill>). Usually used after the bill method.
2722 Actions are now triggered by billing events; see L<FS::part_event> and the
2723 billing events web interface. Old-style invoice events (see
2724 L<FS::part_bill_event>) have been deprecated.
2726 If there is an error, returns the error, otherwise returns false.
2728 Options are passed as name-value pairs.
2730 Currently available options are:
2736 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
2740 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
2744 set true to surpress email card/ACH decline notices.
2748 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2752 allows for one time override of normal customer billing method
2756 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2764 my( $self, %options ) = @_;
2765 my $invoice_time = $options{'invoice_time'} || time;
2768 local $SIG{HUP} = 'IGNORE';
2769 local $SIG{INT} = 'IGNORE';
2770 local $SIG{QUIT} = 'IGNORE';
2771 local $SIG{TERM} = 'IGNORE';
2772 local $SIG{TSTP} = 'IGNORE';
2773 local $SIG{PIPE} = 'IGNORE';
2775 my $oldAutoCommit = $FS::UID::AutoCommit;
2776 local $FS::UID::AutoCommit = 0;
2779 $self->select_for_update; #mutex
2782 my $balance = $self->balance;
2783 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2786 if ( exists($options{'retry_card'}) ) {
2787 carp 'retry_card option passed to collect is deprecated; use retry';
2788 $options{'retry'} ||= $options{'retry_card'};
2790 if ( exists($options{'retry'}) && $options{'retry'} ) {
2791 my $error = $self->retry_realtime;
2793 $dbh->rollback if $oldAutoCommit;
2798 # false laziness w/pay_batch::import_results
2800 my $due_cust_event = $self->due_cust_event(
2801 'debug' => ( $options{'debug'} || 0 ),
2802 'time' => $invoice_time,
2803 'check_freq' => $options{'check_freq'},
2805 unless( ref($due_cust_event) ) {
2806 $dbh->rollback if $oldAutoCommit;
2807 return $due_cust_event;
2810 foreach my $cust_event ( @$due_cust_event ) {
2814 #re-eval event conditions (a previous event could have changed things)
2815 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
2816 #don't leave stray "new/locked" records around
2817 my $error = $cust_event->delete;
2819 #gah, even with transactions
2820 $dbh->commit if $oldAutoCommit; #well.
2827 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2828 warn " running cust_event ". $cust_event->eventnum. "\n"
2832 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
2833 if ( my $error = $cust_event->do_event() ) {
2834 #XXX wtf is this? figure out a proper dealio with return value
2836 # gah, even with transactions.
2837 $dbh->commit if $oldAutoCommit; #well.
2844 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2849 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
2851 Inserts database records for and returns an ordered listref of new events due
2852 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2853 events are due, an empty listref is returned. If there is an error, returns a
2854 scalar error message.
2856 To actually run the events, call each event's test_condition method, and if
2857 still true, call the event's do_event method.
2859 Options are passed as a hashref or as a list of name-value pairs. Available
2866 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2870 "Current time" for the events.
2874 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2878 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2882 Explicitly pass the objects to be tested (typically used with eventtable).
2888 sub due_cust_event {
2890 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2893 #my $DEBUG = $opt{'debug'}
2894 local($DEBUG) = $opt{'debug'}
2895 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
2897 warn "$me due_cust_event called with options ".
2898 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2901 $opt{'time'} ||= time;
2903 local $SIG{HUP} = 'IGNORE';
2904 local $SIG{INT} = 'IGNORE';
2905 local $SIG{QUIT} = 'IGNORE';
2906 local $SIG{TERM} = 'IGNORE';
2907 local $SIG{TSTP} = 'IGNORE';
2908 local $SIG{PIPE} = 'IGNORE';
2910 my $oldAutoCommit = $FS::UID::AutoCommit;
2911 local $FS::UID::AutoCommit = 0;
2914 $self->select_for_update; #mutex
2917 # 1: find possible events (initial search)
2920 my @cust_event = ();
2922 my @eventtable = $opt{'eventtable'}
2923 ? ( $opt{'eventtable'} )
2924 : FS::part_event->eventtables_runorder;
2926 foreach my $eventtable ( @eventtable ) {
2929 if ( $opt{'objects'} ) {
2931 @objects = @{ $opt{'objects'} };
2935 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
2936 @objects = ( $eventtable eq 'cust_main' )
2938 : ( $self->$eventtable() );
2942 my @e_cust_event = ();
2944 my $cross = "CROSS JOIN $eventtable";
2945 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2946 unless $eventtable eq 'cust_main';
2948 foreach my $object ( @objects ) {
2950 #this first search uses the condition_sql magic for optimization.
2951 #the more possible events we can eliminate in this step the better
2953 my $cross_where = '';
2954 my $pkey = $object->primary_key;
2955 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2957 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
2959 FS::part_event_condition->where_conditions_sql( $eventtable,
2960 'time'=>$opt{'time'}
2962 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2964 $extra_sql = "AND $extra_sql" if $extra_sql;
2966 #here is the agent virtualization
2967 $extra_sql .= " AND ( part_event.agentnum IS NULL
2968 OR part_event.agentnum = ". $self->agentnum. ' )';
2970 $extra_sql .= " $order";
2972 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2973 if $opt{'debug'} > 2;
2974 my @part_event = qsearch( {
2975 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2976 'select' => 'part_event.*',
2977 'table' => 'part_event',
2978 'addl_from' => "$cross $join",
2979 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
2980 'eventtable' => $eventtable,
2983 'extra_sql' => "AND $cross_where $extra_sql",
2987 my $pkey = $object->primary_key;
2988 warn " ". scalar(@part_event).
2989 " possible events found for $eventtable ". $object->$pkey(). "\n";
2992 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
2996 warn " ". scalar(@e_cust_event).
2997 " subtotal possible cust events found for $eventtable\n"
3000 push @cust_event, @e_cust_event;
3004 warn " ". scalar(@cust_event).
3005 " total possible cust events found in initial search\n"
3009 # 2: test conditions
3014 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3015 'stats_hashref' => \%unsat ),
3018 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3021 warn " invalid conditions not eliminated with condition_sql:\n".
3022 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3029 unless( $opt{testonly} ) {
3030 foreach my $cust_event ( @cust_event ) {
3032 my $error = $cust_event->insert();
3034 $dbh->rollback if $oldAutoCommit;
3041 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3047 warn " returning events: ". Dumper(@cust_event). "\n"
3054 =item retry_realtime
3056 Schedules realtime / batch credit card / electronic check / LEC billing
3057 events for for retry. Useful if card information has changed or manual
3058 retry is desired. The 'collect' method must be called to actually retry
3061 Implementation details: For either this customer, or for each of this
3062 customer's open invoices, changes the status of the first "done" (with
3063 statustext error) realtime processing event to "failed".
3067 sub retry_realtime {
3070 local $SIG{HUP} = 'IGNORE';
3071 local $SIG{INT} = 'IGNORE';
3072 local $SIG{QUIT} = 'IGNORE';
3073 local $SIG{TERM} = 'IGNORE';
3074 local $SIG{TSTP} = 'IGNORE';
3075 local $SIG{PIPE} = 'IGNORE';
3077 my $oldAutoCommit = $FS::UID::AutoCommit;
3078 local $FS::UID::AutoCommit = 0;
3081 #a little false laziness w/due_cust_event (not too bad, really)
3083 my $join = FS::part_event_condition->join_conditions_sql;
3084 my $order = FS::part_event_condition->order_conditions_sql;
3087 . join ( ' OR ' , map {
3088 "( part_event.eventtable = " . dbh->quote($_)
3089 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3090 } FS::part_event->eventtables)
3093 #here is the agent virtualization
3094 my $agent_virt = " ( part_event.agentnum IS NULL
3095 OR part_event.agentnum = ". $self->agentnum. ' )';
3097 #XXX this shouldn't be hardcoded, actions should declare it...
3098 my @realtime_events = qw(
3099 cust_bill_realtime_card
3100 cust_bill_realtime_check
3101 cust_bill_realtime_lec
3105 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3110 my @cust_event = qsearchs({
3111 'table' => 'cust_event',
3112 'select' => 'cust_event.*',
3113 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3114 'hashref' => { 'status' => 'done' },
3115 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3116 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3119 my %seen_invnum = ();
3120 foreach my $cust_event (@cust_event) {
3122 #max one for the customer, one for each open invoice
3123 my $cust_X = $cust_event->cust_X;
3124 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3128 or $cust_event->part_event->eventtable eq 'cust_bill'
3131 my $error = $cust_event->retry;
3133 $dbh->rollback if $oldAutoCommit;
3134 return "error scheduling event for retry: $error";
3139 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3144 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3146 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3147 via a Business::OnlinePayment realtime gateway. See
3148 L<http://420.am/business-onlinepayment> for supported gateways.
3150 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3152 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3154 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3155 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3156 if set, will override the value from the customer record.
3158 I<description> is a free-text field passed to the gateway. It defaults to
3159 "Internet services".
3161 If an I<invnum> is specified, this payment (if successful) is applied to the
3162 specified invoice. If you don't specify an I<invnum> you might want to
3163 call the B<apply_payments> method.
3165 I<quiet> can be set true to surpress email decline notices.
3167 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3168 resulting paynum, if any.
3170 I<payunique> is a unique identifier for this payment.
3172 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3177 my( $self, $method, $amount, %options ) = @_;
3179 warn "$me realtime_bop: $method $amount\n";
3180 warn " $_ => $options{$_}\n" foreach keys %options;
3183 $options{'description'} ||= 'Internet services';
3185 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3187 eval "use Business::OnlinePayment";
3190 my $payinfo = exists($options{'payinfo'})
3191 ? $options{'payinfo'}
3194 my %method2payby = (
3201 # check for banned credit card/ACH
3204 my $ban = qsearchs('banned_pay', {
3205 'payby' => $method2payby{$method},
3206 'payinfo' => md5_base64($payinfo),
3208 return "Banned credit card" if $ban;
3215 if ( $options{'invnum'} ) {
3216 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3217 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3219 map { $_->part_pkg->taxclass }
3221 map { $_->cust_pkg }
3222 $cust_bill->cust_bill_pkg;
3223 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
3224 #different taxclasses
3225 $taxclass = $taxclasses[0];
3229 #look for an agent gateway override first
3231 if ( $method eq 'CC' ) {
3232 $cardtype = cardtype($payinfo);
3233 } elsif ( $method eq 'ECHECK' ) {
3236 $cardtype = $method;
3240 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3241 cardtype => $cardtype,
3242 taxclass => $taxclass, } )
3243 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3245 taxclass => $taxclass, } )
3246 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3247 cardtype => $cardtype,
3249 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3251 taxclass => '', } );
3253 my $payment_gateway = '';
3254 my( $processor, $login, $password, $action, @bop_options );
3255 if ( $override ) { #use a payment gateway override
3257 $payment_gateway = $override->payment_gateway;
3259 $processor = $payment_gateway->gateway_module;
3260 $login = $payment_gateway->gateway_username;
3261 $password = $payment_gateway->gateway_password;
3262 $action = $payment_gateway->gateway_action;
3263 @bop_options = $payment_gateway->options;
3265 } else { #use the standard settings from the config
3267 ( $processor, $login, $password, $action, @bop_options ) =
3268 $self->default_payment_gateway($method);
3276 my $address = exists($options{'address1'})
3277 ? $options{'address1'}
3279 my $address2 = exists($options{'address2'})
3280 ? $options{'address2'}
3282 $address .= ", ". $address2 if length($address2);
3284 my $o_payname = exists($options{'payname'})
3285 ? $options{'payname'}
3287 my($payname, $payfirst, $paylast);
3288 if ( $o_payname && $method ne 'ECHECK' ) {
3289 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3290 or return "Illegal payname $payname";
3291 ($payfirst, $paylast) = ($1, $2);
3293 $payfirst = $self->getfield('first');
3294 $paylast = $self->getfield('last');
3295 $payname = "$payfirst $paylast";
3298 my @invoicing_list = $self->invoicing_list_emailonly;
3299 if ( $conf->exists('emailinvoiceautoalways')
3300 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3301 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3302 push @invoicing_list, $self->all_emails;
3305 my $email = ($conf->exists('business-onlinepayment-email-override'))
3306 ? $conf->config('business-onlinepayment-email-override')
3307 : $invoicing_list[0];
3311 my $payip = exists($options{'payip'})
3314 $content{customer_ip} = $payip
3317 $content{invoice_number} = $options{'invnum'}
3318 if exists($options{'invnum'}) && length($options{'invnum'});
3320 $content{email_customer} =
3321 ( $conf->exists('business-onlinepayment-email_customer')
3322 || $conf->exists('business-onlinepayment-email-override') );
3325 if ( $method eq 'CC' ) {
3327 $content{card_number} = $payinfo;
3328 $paydate = exists($options{'paydate'})
3329 ? $options{'paydate'}
3331 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3332 $content{expiration} = "$2/$1";
3334 my $paycvv = exists($options{'paycvv'})
3335 ? $options{'paycvv'}
3337 $content{cvv2} = $paycvv
3340 my $paystart_month = exists($options{'paystart_month'})
3341 ? $options{'paystart_month'}
3342 : $self->paystart_month;
3344 my $paystart_year = exists($options{'paystart_year'})
3345 ? $options{'paystart_year'}
3346 : $self->paystart_year;
3348 $content{card_start} = "$paystart_month/$paystart_year"
3349 if $paystart_month && $paystart_year;
3351 my $payissue = exists($options{'payissue'})
3352 ? $options{'payissue'}
3354 $content{issue_number} = $payissue if $payissue;
3356 $content{recurring_billing} = 'YES'
3357 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3359 'payinfo' => $payinfo,
3361 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3363 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3367 } elsif ( $method eq 'ECHECK' ) {
3368 ( $content{account_number}, $content{routing_code} ) =
3369 split('@', $payinfo);
3370 $content{bank_name} = $o_payname;
3371 $content{bank_state} = exists($options{'paystate'})
3372 ? $options{'paystate'}
3373 : $self->getfield('paystate');
3374 $content{account_type} = exists($options{'paytype'})
3375 ? uc($options{'paytype'}) || 'CHECKING'
3376 : uc($self->getfield('paytype')) || 'CHECKING';
3377 $content{account_name} = $payname;
3378 $content{customer_org} = $self->company ? 'B' : 'I';
3379 $content{state_id} = exists($options{'stateid'})
3380 ? $options{'stateid'}
3381 : $self->getfield('stateid');
3382 $content{state_id_state} = exists($options{'stateid_state'})
3383 ? $options{'stateid_state'}
3384 : $self->getfield('stateid_state');
3385 $content{customer_ssn} = exists($options{'ss'})
3388 } elsif ( $method eq 'LEC' ) {
3389 $content{phone} = $payinfo;
3393 # run transaction(s)
3396 my $balance = exists( $options{'balance'} )
3397 ? $options{'balance'}
3400 $self->select_for_update; #mutex ... just until we get our pending record in
3402 #the checks here are intended to catch concurrent payments
3403 #double-form-submission prevention is taken care of in cust_pay_pending::check
3406 return "The customer's balance has changed; $method transaction aborted."
3407 if $self->balance < $balance;
3408 #&& $self->balance < $amount; #might as well anyway?
3410 #also check and make sure there aren't *other* pending payments for this cust
3412 my @pending = qsearch('cust_pay_pending', {
3413 'custnum' => $self->custnum,
3414 'status' => { op=>'!=', value=>'done' }
3416 return "A payment is already being processed for this customer (".
3417 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3418 "); $method transaction aborted."
3419 if scalar(@pending);
3421 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3423 my $cust_pay_pending = new FS::cust_pay_pending {
3424 'custnum' => $self->custnum,
3425 #'invnum' => $options{'invnum'},
3428 'payby' => $method2payby{$method},
3429 'payinfo' => $payinfo,
3430 'paydate' => $paydate,
3432 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3434 $cust_pay_pending->payunique( $options{payunique} )
3435 if defined($options{payunique}) && length($options{payunique});
3436 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3437 return $cpp_new_err if $cpp_new_err;
3439 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3441 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3442 $transaction->content(
3445 'password' => $password,
3446 'action' => $action1,
3447 'description' => $options{'description'},
3448 'amount' => $amount,
3449 #'invoice_number' => $options{'invnum'},
3450 'customer_id' => $self->custnum,
3451 'last_name' => $paylast,
3452 'first_name' => $payfirst,
3454 'address' => $address,
3455 'city' => ( exists($options{'city'})
3458 'state' => ( exists($options{'state'})
3461 'zip' => ( exists($options{'zip'})
3464 'country' => ( exists($options{'country'})
3465 ? $options{'country'}
3467 'referer' => 'http://cleanwhisker.420.am/',
3469 'phone' => $self->daytime || $self->night,
3473 $cust_pay_pending->status('pending');
3474 my $cpp_pending_err = $cust_pay_pending->replace;
3475 return $cpp_pending_err if $cpp_pending_err;
3478 my $BOP_TESTING = 0;
3479 my $BOP_TESTING_SUCCESS = 1;
3481 unless ( $BOP_TESTING ) {
3482 $transaction->submit();
3484 if ( $BOP_TESTING_SUCCESS ) {
3485 $transaction->is_success(1);
3486 $transaction->authorization('fake auth');
3488 $transaction->is_success(0);
3489 $transaction->error_message('fake failure');
3493 if ( $transaction->is_success() && $action2 ) {
3495 $cust_pay_pending->status('authorized');
3496 my $cpp_authorized_err = $cust_pay_pending->replace;
3497 return $cpp_authorized_err if $cpp_authorized_err;
3499 my $auth = $transaction->authorization;
3500 my $ordernum = $transaction->can('order_number')
3501 ? $transaction->order_number
3505 new Business::OnlinePayment( $processor, @bop_options );
3512 password => $password,
3513 order_number => $ordernum,
3515 authorization => $auth,
3516 description => $options{'description'},
3519 foreach my $field (qw( authorization_source_code returned_ACI
3520 transaction_identifier validation_code
3521 transaction_sequence_num local_transaction_date
3522 local_transaction_time AVS_result_code )) {
3523 $capture{$field} = $transaction->$field() if $transaction->can($field);
3526 $capture->content( %capture );
3530 unless ( $capture->is_success ) {
3531 my $e = "Authorization successful but capture failed, custnum #".
3532 $self->custnum. ': '. $capture->result_code.
3533 ": ". $capture->error_message;
3540 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3541 my $cpp_captured_err = $cust_pay_pending->replace;
3542 return $cpp_captured_err if $cpp_captured_err;
3545 # remove paycvv after initial transaction
3548 #false laziness w/misc/process/payment.cgi - check both to make sure working
3550 if ( defined $self->dbdef_table->column('paycvv')
3551 && length($self->paycvv)
3552 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3554 my $error = $self->remove_cvv;
3556 warn "WARNING: error removing cvv: $error\n";
3564 if ( $transaction->is_success() ) {
3567 if ( $payment_gateway ) { # agent override
3568 $paybatch = $payment_gateway->gatewaynum. '-';
3571 $paybatch .= "$processor:". $transaction->authorization;
3573 $paybatch .= ':'. $transaction->order_number
3574 if $transaction->can('order_number')
3575 && length($transaction->order_number);
3577 my $cust_pay = new FS::cust_pay ( {
3578 'custnum' => $self->custnum,
3579 'invnum' => $options{'invnum'},
3582 'payby' => $method2payby{$method},
3583 'payinfo' => $payinfo,
3584 'paybatch' => $paybatch,
3585 'paydate' => $paydate,
3587 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3588 $cust_pay->payunique( $options{payunique} )
3589 if defined($options{payunique}) && length($options{payunique});
3591 my $oldAutoCommit = $FS::UID::AutoCommit;
3592 local $FS::UID::AutoCommit = 0;
3595 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3597 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3600 $cust_pay->invnum(''); #try again with no specific invnum
3601 my $error2 = $cust_pay->insert( $options{'manual'} ?
3602 ( 'manual' => 1 ) : ()
3605 # gah. but at least we have a record of the state we had to abort in
3606 # from cust_pay_pending now.
3607 my $e = "WARNING: $method captured but payment not recorded - ".
3608 "error inserting payment ($processor): $error2".
3609 " (previously tried insert with invnum #$options{'invnum'}" .
3610 ": $error ) - pending payment saved as paypendingnum ".
3611 $cust_pay_pending->paypendingnum. "\n";
3617 if ( $options{'paynum_ref'} ) {
3618 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3621 $cust_pay_pending->status('done');
3622 $cust_pay_pending->statustext('captured');
3623 my $cpp_done_err = $cust_pay_pending->replace;
3625 if ( $cpp_done_err ) {
3627 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3628 my $e = "WARNING: $method captured but payment not recorded - ".
3629 "error updating status for paypendingnum ".
3630 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3636 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3637 return ''; #no error
3643 my $perror = "$processor error: ". $transaction->error_message;
3645 unless ( $transaction->error_message ) {
3648 if ( $transaction->can('response_page') ) {
3650 'page' => ( $transaction->can('response_page')
3651 ? $transaction->response_page
3654 'code' => ( $transaction->can('response_code')
3655 ? $transaction->response_code
3658 'headers' => ( $transaction->can('response_headers')
3659 ? $transaction->response_headers
3665 "No additional debugging information available for $processor";
3668 $perror .= "No error_message returned from $processor -- ".
3669 ( ref($t_response) ? Dumper($t_response) : $t_response );
3673 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3674 && $conf->exists('emaildecline')
3675 && grep { $_ ne 'POST' } $self->invoicing_list
3676 && ! grep { $transaction->error_message =~ /$_/ }
3677 $conf->config('emaildecline-exclude')
3679 my @templ = $conf->config('declinetemplate');
3680 my $template = new Text::Template (
3682 SOURCE => [ map "$_\n", @templ ],
3683 ) or return "($perror) can't create template: $Text::Template::ERROR";
3684 $template->compile()
3685 or return "($perror) can't compile template: $Text::Template::ERROR";
3687 my $templ_hash = { error => $transaction->error_message };
3689 my $error = send_email(
3690 'from' => $conf->config('invoice_from'),
3691 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3692 'subject' => 'Your payment could not be processed',
3693 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3696 $perror .= " (also received error sending decline notification: $error)"
3701 $cust_pay_pending->status('done');
3702 $cust_pay_pending->statustext("declined: $perror");
3703 my $cpp_done_err = $cust_pay_pending->replace;
3704 if ( $cpp_done_err ) {
3705 my $e = "WARNING: $method declined but pending payment not resolved - ".
3706 "error updating status for paypendingnum ".
3707 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3709 $perror = "$e ($perror)";
3722 my( $self, $method, $amount, %options ) = @_;
3724 if ( $options{'fake_failure'} ) {
3725 return "Error: No error; test failure requested with fake_failure";
3728 my %method2payby = (
3735 #if ( $payment_gateway ) { # agent override
3736 # $paybatch = $payment_gateway->gatewaynum. '-';
3739 #$paybatch .= "$processor:". $transaction->authorization;
3741 #$paybatch .= ':'. $transaction->order_number
3742 # if $transaction->can('order_number')
3743 # && length($transaction->order_number);
3745 my $paybatch = 'FakeProcessor:54:32';
3747 my $cust_pay = new FS::cust_pay ( {
3748 'custnum' => $self->custnum,
3749 'invnum' => $options{'invnum'},
3752 'payby' => $method2payby{$method},
3753 #'payinfo' => $payinfo,
3754 'payinfo' => '4111111111111111',
3755 'paybatch' => $paybatch,
3756 #'paydate' => $paydate,
3757 'paydate' => '2012-05-01',
3759 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
3761 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3764 $cust_pay->invnum(''); #try again with no specific invnum
3765 my $error2 = $cust_pay->insert( $options{'manual'} ?
3766 ( 'manual' => 1 ) : ()
3769 # gah, even with transactions.
3770 my $e = 'WARNING: Card/ACH debited but database not updated - '.
3771 "error inserting (fake!) payment: $error2".
3772 " (previously tried insert with invnum #$options{'invnum'}" .
3779 if ( $options{'paynum_ref'} ) {
3780 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3783 return ''; #no error
3787 =item default_payment_gateway
3791 sub default_payment_gateway {
3792 my( $self, $method ) = @_;
3794 die "Real-time processing not enabled\n"
3795 unless $conf->exists('business-onlinepayment');
3798 my $bop_config = 'business-onlinepayment';
3799 $bop_config .= '-ach'
3800 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3801 my ( $processor, $login, $password, $action, @bop_options ) =
3802 $conf->config($bop_config);
3803 $action ||= 'normal authorization';
3804 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3805 die "No real-time processor is enabled - ".
3806 "did you set the business-onlinepayment configuration value?\n"
3809 ( $processor, $login, $password, $action, @bop_options )
3814 Removes the I<paycvv> field from the database directly.
3816 If there is an error, returns the error, otherwise returns false.
3822 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3823 or return dbh->errstr;
3824 $sth->execute($self->custnum)
3825 or return $sth->errstr;
3830 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3832 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3833 via a Business::OnlinePayment realtime gateway. See
3834 L<http://420.am/business-onlinepayment> for supported gateways.
3836 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3838 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3840 Most gateways require a reference to an original payment transaction to refund,
3841 so you probably need to specify a I<paynum>.
3843 I<amount> defaults to the original amount of the payment if not specified.
3845 I<reason> specifies a reason for the refund.
3847 I<paydate> specifies the expiration date for a credit card overriding the
3848 value from the customer record or the payment record. Specified as yyyy-mm-dd
3850 Implementation note: If I<amount> is unspecified or equal to the amount of the
3851 orignal payment, first an attempt is made to "void" the transaction via
3852 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3853 the normal attempt is made to "refund" ("credit") the transaction via the
3854 gateway is attempted.
3856 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3857 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3858 #if set, will override the value from the customer record.
3860 #If an I<invnum> is specified, this payment (if successful) is applied to the
3861 #specified invoice. If you don't specify an I<invnum> you might want to
3862 #call the B<apply_payments> method.
3866 #some false laziness w/realtime_bop, not enough to make it worth merging
3867 #but some useful small subs should be pulled out
3868 sub realtime_refund_bop {
3869 my( $self, $method, %options ) = @_;
3871 warn "$me realtime_refund_bop: $method refund\n";
3872 warn " $_ => $options{$_}\n" foreach keys %options;
3875 eval "use Business::OnlinePayment";
3879 # look up the original payment and optionally a gateway for that payment
3883 my $amount = $options{'amount'};
3885 my( $processor, $login, $password, @bop_options ) ;
3886 my( $auth, $order_number ) = ( '', '', '' );
3888 if ( $options{'paynum'} ) {
3890 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3891 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3892 or return "Unknown paynum $options{'paynum'}";
3893 $amount ||= $cust_pay->paid;
3895 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3896 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3897 $cust_pay->paybatch;
3898 my $gatewaynum = '';
3899 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3901 if ( $gatewaynum ) { #gateway for the payment to be refunded
3903 my $payment_gateway =
3904 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3905 die "payment gateway $gatewaynum not found"
3906 unless $payment_gateway;
3908 $processor = $payment_gateway->gateway_module;
3909 $login = $payment_gateway->gateway_username;
3910 $password = $payment_gateway->gateway_password;
3911 @bop_options = $payment_gateway->options;
3913 } else { #try the default gateway
3915 my( $conf_processor, $unused_action );
3916 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3917 $self->default_payment_gateway($method);
3919 return "processor of payment $options{'paynum'} $processor does not".
3920 " match default processor $conf_processor"
3921 unless $processor eq $conf_processor;
3926 } else { # didn't specify a paynum, so look for agent gateway overrides
3927 # like a normal transaction
3930 if ( $method eq 'CC' ) {
3931 $cardtype = cardtype($self->payinfo);
3932 } elsif ( $method eq 'ECHECK' ) {
3935 $cardtype = $method;
3938 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3939 cardtype => $cardtype,
3941 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3943 taxclass => '', } );
3945 if ( $override ) { #use a payment gateway override
3947 my $payment_gateway = $override->payment_gateway;
3949 $processor = $payment_gateway->gateway_module;
3950 $login = $payment_gateway->gateway_username;
3951 $password = $payment_gateway->gateway_password;
3952 #$action = $payment_gateway->gateway_action;
3953 @bop_options = $payment_gateway->options;
3955 } else { #use the standard settings from the config
3958 ( $processor, $login, $password, $unused_action, @bop_options ) =
3959 $self->default_payment_gateway($method);
3964 return "neither amount nor paynum specified" unless $amount;
3969 'password' => $password,
3970 'order_number' => $order_number,
3971 'amount' => $amount,
3972 'referer' => 'http://cleanwhisker.420.am/',
3974 $content{authorization} = $auth
3975 if length($auth); #echeck/ACH transactions have an order # but no auth
3976 #(at least with authorize.net)
3978 my $disable_void_after;
3979 if ($conf->exists('disable_void_after')
3980 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3981 $disable_void_after = $1;
3984 #first try void if applicable
3985 if ( $cust_pay && $cust_pay->paid == $amount
3987 ( not defined($disable_void_after) )
3988 || ( time < ($cust_pay->_date + $disable_void_after ) )
3991 warn " attempting void\n" if $DEBUG > 1;
3992 my $void = new Business::OnlinePayment( $processor, @bop_options );
3993 $void->content( 'action' => 'void', %content );
3995 if ( $void->is_success ) {
3996 my $error = $cust_pay->void($options{'reason'});
3998 # gah, even with transactions.
3999 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4000 "error voiding payment: $error";
4004 warn " void successful\n" if $DEBUG > 1;
4009 warn " void unsuccessful, trying refund\n"
4013 my $address = $self->address1;
4014 $address .= ", ". $self->address2 if $self->address2;
4016 my($payname, $payfirst, $paylast);
4017 if ( $self->payname && $method ne 'ECHECK' ) {
4018 $payname = $self->payname;
4019 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4020 or return "Illegal payname $payname";
4021 ($payfirst, $paylast) = ($1, $2);
4023 $payfirst = $self->getfield('first');
4024 $paylast = $self->getfield('last');
4025 $payname = "$payfirst $paylast";
4028 my @invoicing_list = $self->invoicing_list_emailonly;
4029 if ( $conf->exists('emailinvoiceautoalways')
4030 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4031 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4032 push @invoicing_list, $self->all_emails;
4035 my $email = ($conf->exists('business-onlinepayment-email-override'))
4036 ? $conf->config('business-onlinepayment-email-override')
4037 : $invoicing_list[0];
4039 my $payip = exists($options{'payip'})
4042 $content{customer_ip} = $payip
4046 if ( $method eq 'CC' ) {
4049 $content{card_number} = $payinfo = $cust_pay->payinfo;
4050 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4051 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4052 ($content{expiration} = "$2/$1"); # where available
4054 $content{card_number} = $payinfo = $self->payinfo;
4055 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4056 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4057 $content{expiration} = "$2/$1";
4060 } elsif ( $method eq 'ECHECK' ) {
4063 $payinfo = $cust_pay->payinfo;
4065 $payinfo = $self->payinfo;
4067 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4068 $content{bank_name} = $self->payname;
4069 $content{account_type} = 'CHECKING';
4070 $content{account_name} = $payname;
4071 $content{customer_org} = $self->company ? 'B' : 'I';
4072 $content{customer_ssn} = $self->ss;
4073 } elsif ( $method eq 'LEC' ) {
4074 $content{phone} = $payinfo = $self->payinfo;
4078 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4079 my %sub_content = $refund->content(
4080 'action' => 'credit',
4081 'customer_id' => $self->custnum,
4082 'last_name' => $paylast,
4083 'first_name' => $payfirst,
4085 'address' => $address,
4086 'city' => $self->city,
4087 'state' => $self->state,
4088 'zip' => $self->zip,
4089 'country' => $self->country,
4091 'phone' => $self->daytime || $self->night,
4094 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4098 return "$processor error: ". $refund->error_message
4099 unless $refund->is_success();
4101 my %method2payby = (
4107 my $paybatch = "$processor:". $refund->authorization;
4108 $paybatch .= ':'. $refund->order_number
4109 if $refund->can('order_number') && $refund->order_number;
4111 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4112 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4113 last unless @cust_bill_pay;
4114 my $cust_bill_pay = pop @cust_bill_pay;
4115 my $error = $cust_bill_pay->delete;
4119 my $cust_refund = new FS::cust_refund ( {
4120 'custnum' => $self->custnum,
4121 'paynum' => $options{'paynum'},
4122 'refund' => $amount,
4124 'payby' => $method2payby{$method},
4125 'payinfo' => $payinfo,
4126 'paybatch' => $paybatch,
4127 'reason' => $options{'reason'} || 'card or ACH refund',
4129 my $error = $cust_refund->insert;
4131 $cust_refund->paynum(''); #try again with no specific paynum
4132 my $error2 = $cust_refund->insert;
4134 # gah, even with transactions.
4135 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4136 "error inserting refund ($processor): $error2".
4137 " (previously tried insert with paynum #$options{'paynum'}" .
4148 =item batch_card OPTION => VALUE...
4150 Adds a payment for this invoice to the pending credit card batch (see
4151 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
4152 runs the payment using a realtime gateway.
4157 my ($self, %options) = @_;
4160 if (exists($options{amount})) {
4161 $amount = $options{amount};
4163 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
4165 return '' unless $amount > 0;
4167 my $invnum = delete $options{invnum};
4168 my $payby = $options{invnum} || $self->payby; #dubious
4170 if ($options{'realtime'}) {
4171 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
4177 my $oldAutoCommit = $FS::UID::AutoCommit;
4178 local $FS::UID::AutoCommit = 0;
4181 #this needs to handle mysql as well as Pg, like svc_acct.pm
4182 #(make it into a common function if folks need to do batching with mysql)
4183 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
4184 or return "Cannot lock pay_batch: " . $dbh->errstr;
4188 'payby' => FS::payby->payby2payment($payby),
4191 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
4193 unless ( $pay_batch ) {
4194 $pay_batch = new FS::pay_batch \%pay_batch;
4195 my $error = $pay_batch->insert;
4197 $dbh->rollback if $oldAutoCommit;
4198 die "error creating new batch: $error\n";
4202 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
4203 'batchnum' => $pay_batch->batchnum,
4204 'custnum' => $self->custnum,
4207 foreach (qw( address1 address2 city state zip country payby payinfo paydate
4209 $options{$_} = '' unless exists($options{$_});
4212 my $cust_pay_batch = new FS::cust_pay_batch ( {
4213 'batchnum' => $pay_batch->batchnum,
4214 'invnum' => $invnum || 0, # is there a better value?
4215 # this field should be
4217 # cust_bill_pay_batch now
4218 'custnum' => $self->custnum,
4219 'last' => $self->getfield('last'),
4220 'first' => $self->getfield('first'),
4221 'address1' => $options{address1} || $self->address1,
4222 'address2' => $options{address2} || $self->address2,
4223 'city' => $options{city} || $self->city,
4224 'state' => $options{state} || $self->state,
4225 'zip' => $options{zip} || $self->zip,
4226 'country' => $options{country} || $self->country,
4227 'payby' => $options{payby} || $self->payby,
4228 'payinfo' => $options{payinfo} || $self->payinfo,
4229 'exp' => $options{paydate} || $self->paydate,
4230 'payname' => $options{payname} || $self->payname,
4231 'amount' => $amount, # consolidating
4234 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
4235 if $old_cust_pay_batch;
4238 if ($old_cust_pay_batch) {
4239 $error = $cust_pay_batch->replace($old_cust_pay_batch)
4241 $error = $cust_pay_batch->insert;
4245 $dbh->rollback if $oldAutoCommit;
4249 my $unapplied = $self->total_unapplied_credits
4250 + $self->total_unapplied_payments
4251 + $self->in_transit_payments;
4252 foreach my $cust_bill ($self->open_cust_bill) {
4253 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
4254 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
4255 'invnum' => $cust_bill->invnum,
4256 'paybatchnum' => $cust_pay_batch->paybatchnum,
4257 'amount' => $cust_bill->owed,
4260 if ($unapplied >= $cust_bill_pay_batch->amount){
4261 $unapplied -= $cust_bill_pay_batch->amount;
4264 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
4265 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
4267 $error = $cust_bill_pay_batch->insert;
4269 $dbh->rollback if $oldAutoCommit;
4274 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4278 =item apply_payments_and_credits
4280 Applies unapplied payments and credits.
4282 In most cases, this new method should be used in place of sequential
4283 apply_payments and apply_credits methods.
4285 If there is an error, returns the error, otherwise returns false.
4289 sub apply_payments_and_credits {
4292 local $SIG{HUP} = 'IGNORE';
4293 local $SIG{INT} = 'IGNORE';
4294 local $SIG{QUIT} = 'IGNORE';
4295 local $SIG{TERM} = 'IGNORE';
4296 local $SIG{TSTP} = 'IGNORE';
4297 local $SIG{PIPE} = 'IGNORE';
4299 my $oldAutoCommit = $FS::UID::AutoCommit;
4300 local $FS::UID::AutoCommit = 0;
4303 $self->select_for_update; #mutex
4305 foreach my $cust_bill ( $self->open_cust_bill ) {
4306 my $error = $cust_bill->apply_payments_and_credits;
4308 $dbh->rollback if $oldAutoCommit;
4309 return "Error applying: $error";
4313 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4318 =item apply_credits OPTION => VALUE ...
4320 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
4321 to outstanding invoice balances in chronological order (or reverse
4322 chronological order if the I<order> option is set to B<newest>) and returns the
4323 value of any remaining unapplied credits available for refund (see
4324 L<FS::cust_refund>).
4326 Dies if there is an error.
4334 local $SIG{HUP} = 'IGNORE';
4335 local $SIG{INT} = 'IGNORE';
4336 local $SIG{QUIT} = 'IGNORE';
4337 local $SIG{TERM} = 'IGNORE';
4338 local $SIG{TSTP} = 'IGNORE';
4339 local $SIG{PIPE} = 'IGNORE';
4341 my $oldAutoCommit = $FS::UID::AutoCommit;
4342 local $FS::UID::AutoCommit = 0;
4345 $self->select_for_update; #mutex
4347 unless ( $self->total_unapplied_credits ) {
4348 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4352 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
4353 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
4355 my @invoices = $self->open_cust_bill;
4356 @invoices = sort { $b->_date <=> $a->_date } @invoices
4357 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
4360 foreach my $cust_bill ( @invoices ) {
4363 if ( !defined($credit) || $credit->credited == 0) {
4364 $credit = pop @credits or last;
4367 if ($cust_bill->owed >= $credit->credited) {
4368 $amount=$credit->credited;
4370 $amount=$cust_bill->owed;
4373 my $cust_credit_bill = new FS::cust_credit_bill ( {
4374 'crednum' => $credit->crednum,
4375 'invnum' => $cust_bill->invnum,
4376 'amount' => $amount,
4378 my $error = $cust_credit_bill->insert;
4380 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4384 redo if ($cust_bill->owed > 0);
4388 my $total_unapplied_credits = $self->total_unapplied_credits;
4390 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4392 return $total_unapplied_credits;
4395 =item apply_payments
4397 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
4398 to outstanding invoice balances in chronological order.
4400 #and returns the value of any remaining unapplied payments.
4402 Dies if there is an error.
4406 sub apply_payments {
4409 local $SIG{HUP} = 'IGNORE';
4410 local $SIG{INT} = 'IGNORE';
4411 local $SIG{QUIT} = 'IGNORE';
4412 local $SIG{TERM} = 'IGNORE';
4413 local $SIG{TSTP} = 'IGNORE';
4414 local $SIG{PIPE} = 'IGNORE';
4416 my $oldAutoCommit = $FS::UID::AutoCommit;
4417 local $FS::UID::AutoCommit = 0;
4420 $self->select_for_update; #mutex
4424 my @payments = sort { $b->_date <=> $a->_date }
4425 grep { $_->unapplied > 0 }
4428 my @invoices = sort { $a->_date <=> $b->_date}
4429 grep { $_->owed > 0 }
4434 foreach my $cust_bill ( @invoices ) {
4437 if ( !defined($payment) || $payment->unapplied == 0 ) {
4438 $payment = pop @payments or last;
4441 if ( $cust_bill->owed >= $payment->unapplied ) {
4442 $amount = $payment->unapplied;
4444 $amount = $cust_bill->owed;
4447 my $cust_bill_pay = new FS::cust_bill_pay ( {
4448 'paynum' => $payment->paynum,
4449 'invnum' => $cust_bill->invnum,
4450 'amount' => $amount,
4452 my $error = $cust_bill_pay->insert;
4454 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4458 redo if ( $cust_bill->owed > 0);
4462 my $total_unapplied_payments = $self->total_unapplied_payments;
4464 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4466 return $total_unapplied_payments;
4471 Returns the total owed for this customer on all invoices
4472 (see L<FS::cust_bill/owed>).
4478 $self->total_owed_date(2145859200); #12/31/2037
4481 =item total_owed_date TIME
4483 Returns the total owed for this customer on all invoices with date earlier than
4484 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
4485 see L<Time::Local> and L<Date::Parse> for conversion functions.
4489 sub total_owed_date {
4493 foreach my $cust_bill (
4494 grep { $_->_date <= $time }
4495 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4497 $total_bill += $cust_bill->owed;
4499 sprintf( "%.2f", $total_bill );
4504 Returns the total amount of all payments.
4511 $total += $_->paid foreach $self->cust_pay;
4512 sprintf( "%.2f", $total );
4515 =item total_unapplied_credits
4517 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4518 customer. See L<FS::cust_credit/credited>.
4520 =item total_credited
4522 Old name for total_unapplied_credits. Don't use.
4526 sub total_credited {
4527 #carp "total_credited deprecated, use total_unapplied_credits";
4528 shift->total_unapplied_credits(@_);
4531 sub total_unapplied_credits {
4533 my $total_credit = 0;
4534 $total_credit += $_->credited foreach $self->cust_credit;
4535 sprintf( "%.2f", $total_credit );
4538 =item total_unapplied_payments
4540 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4541 See L<FS::cust_pay/unapplied>.
4545 sub total_unapplied_payments {
4547 my $total_unapplied = 0;
4548 $total_unapplied += $_->unapplied foreach $self->cust_pay;
4549 sprintf( "%.2f", $total_unapplied );
4552 =item total_unapplied_refunds
4554 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4555 customer. See L<FS::cust_refund/unapplied>.
4559 sub total_unapplied_refunds {
4561 my $total_unapplied = 0;
4562 $total_unapplied += $_->unapplied foreach $self->cust_refund;
4563 sprintf( "%.2f", $total_unapplied );
4568 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4569 total_unapplied_credits minus total_unapplied_payments).
4577 + $self->total_unapplied_refunds
4578 - $self->total_unapplied_credits
4579 - $self->total_unapplied_payments
4583 =item balance_date TIME
4585 Returns the balance for this customer, only considering invoices with date
4586 earlier than TIME (total_owed_date minus total_credited minus
4587 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4588 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4597 $self->total_owed_date($time)
4598 + $self->total_unapplied_refunds
4599 - $self->total_unapplied_credits
4600 - $self->total_unapplied_payments
4604 =item in_transit_payments
4606 Returns the total of requests for payments for this customer pending in
4607 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4611 sub in_transit_payments {
4613 my $in_transit_payments = 0;
4614 foreach my $pay_batch ( qsearch('pay_batch', {
4617 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4618 'batchnum' => $pay_batch->batchnum,
4619 'custnum' => $self->custnum,
4621 $in_transit_payments += $cust_pay_batch->amount;
4624 sprintf( "%.2f", $in_transit_payments );
4627 =item paydate_monthyear
4629 Returns a two-element list consisting of the month and year of this customer's
4630 paydate (credit card expiration date for CARD customers)
4634 sub paydate_monthyear {
4636 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4638 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4645 =item invoicing_list [ ARRAYREF ]
4647 If an arguement is given, sets these email addresses as invoice recipients
4648 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4649 (except as warnings), so use check_invoicing_list first.
4651 Returns a list of email addresses (with svcnum entries expanded).
4653 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4654 check it without disturbing anything by passing nothing.
4656 This interface may change in the future.
4660 sub invoicing_list {
4661 my( $self, $arrayref ) = @_;
4664 my @cust_main_invoice;
4665 if ( $self->custnum ) {
4666 @cust_main_invoice =
4667 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4669 @cust_main_invoice = ();
4671 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4672 #warn $cust_main_invoice->destnum;
4673 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4674 #warn $cust_main_invoice->destnum;
4675 my $error = $cust_main_invoice->delete;
4676 warn $error if $error;
4679 if ( $self->custnum ) {
4680 @cust_main_invoice =
4681 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4683 @cust_main_invoice = ();
4685 my %seen = map { $_->address => 1 } @cust_main_invoice;
4686 foreach my $address ( @{$arrayref} ) {
4687 next if exists $seen{$address} && $seen{$address};
4688 $seen{$address} = 1;
4689 my $cust_main_invoice = new FS::cust_main_invoice ( {
4690 'custnum' => $self->custnum,
4693 my $error = $cust_main_invoice->insert;
4694 warn $error if $error;
4698 if ( $self->custnum ) {
4700 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4707 =item check_invoicing_list ARRAYREF
4709 Checks these arguements as valid input for the invoicing_list method. If there
4710 is an error, returns the error, otherwise returns false.
4714 sub check_invoicing_list {
4715 my( $self, $arrayref ) = @_;
4717 foreach my $address ( @$arrayref ) {
4719 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4720 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4723 my $cust_main_invoice = new FS::cust_main_invoice ( {
4724 'custnum' => $self->custnum,
4727 my $error = $self->custnum
4728 ? $cust_main_invoice->check
4729 : $cust_main_invoice->checkdest
4731 return $error if $error;
4735 return "Email address required"
4736 if $conf->exists('cust_main-require_invoicing_list_email')
4737 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4742 =item set_default_invoicing_list
4744 Sets the invoicing list to all accounts associated with this customer,
4745 overwriting any previous invoicing list.
4749 sub set_default_invoicing_list {
4751 $self->invoicing_list($self->all_emails);
4756 Returns the email addresses of all accounts provisioned for this customer.
4763 foreach my $cust_pkg ( $self->all_pkgs ) {
4764 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4766 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4767 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4769 $list{$_}=1 foreach map { $_->email } @svc_acct;
4774 =item invoicing_list_addpost
4776 Adds postal invoicing to this customer. If this customer is already configured
4777 to receive postal invoices, does nothing.
4781 sub invoicing_list_addpost {
4783 return if grep { $_ eq 'POST' } $self->invoicing_list;
4784 my @invoicing_list = $self->invoicing_list;
4785 push @invoicing_list, 'POST';
4786 $self->invoicing_list(\@invoicing_list);
4789 =item invoicing_list_emailonly
4791 Returns the list of email invoice recipients (invoicing_list without non-email
4792 destinations such as POST and FAX).
4796 sub invoicing_list_emailonly {
4798 warn "$me invoicing_list_emailonly called"
4800 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4803 =item invoicing_list_emailonly_scalar
4805 Returns the list of email invoice recipients (invoicing_list without non-email
4806 destinations such as POST and FAX) as a comma-separated scalar.
4810 sub invoicing_list_emailonly_scalar {
4812 warn "$me invoicing_list_emailonly_scalar called"
4814 join(', ', $self->invoicing_list_emailonly);
4817 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4819 Returns an array of customers referred by this customer (referral_custnum set
4820 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4821 customers referred by customers referred by this customer and so on, inclusive.
4822 The default behavior is DEPTH 1 (no recursion).
4826 sub referral_cust_main {
4828 my $depth = @_ ? shift : 1;
4829 my $exclude = @_ ? shift : {};
4832 map { $exclude->{$_->custnum}++; $_; }
4833 grep { ! $exclude->{ $_->custnum } }
4834 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4838 map { $_->referral_cust_main($depth-1, $exclude) }
4845 =item referral_cust_main_ncancelled
4847 Same as referral_cust_main, except only returns customers with uncancelled
4852 sub referral_cust_main_ncancelled {
4854 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4857 =item referral_cust_pkg [ DEPTH ]
4859 Like referral_cust_main, except returns a flat list of all unsuspended (and
4860 uncancelled) packages for each customer. The number of items in this list may
4861 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4865 sub referral_cust_pkg {
4867 my $depth = @_ ? shift : 1;
4869 map { $_->unsuspended_pkgs }
4870 grep { $_->unsuspended_pkgs }
4871 $self->referral_cust_main($depth);
4874 =item referring_cust_main
4876 Returns the single cust_main record for the customer who referred this customer
4877 (referral_custnum), or false.
4881 sub referring_cust_main {
4883 return '' unless $self->referral_custnum;
4884 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4887 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
4889 Applies a credit to this customer. If there is an error, returns the error,
4890 otherwise returns false.
4892 REASON can be a text string, an FS::reason object, or a scalar reference to
4893 a reasonnum. If a text string, it will be automatically inserted as a new
4894 reason, and a 'reason_type' option must be passed to indicate the
4895 FS::reason_type for the new reason.
4897 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
4899 Any other options are passed to FS::cust_credit::insert.
4904 my( $self, $amount, $reason, %options ) = @_;
4906 my $cust_credit = new FS::cust_credit {
4907 'custnum' => $self->custnum,
4908 'amount' => $amount,
4911 if ( ref($reason) ) {
4913 if ( ref($reason) eq 'SCALAR' ) {
4914 $cust_credit->reasonnum( $$reason );
4916 $cust_credit->reasonnum( $reason->reasonnum );
4920 $cust_credit->set('reason', $reason)
4923 $cust_credit->addlinfo( delete $options{'addlinfo'} )
4924 if exists($options{'addlinfo'});
4926 $cust_credit->insert(%options);
4930 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4932 Creates a one-time charge for this customer. If there is an error, returns
4933 the error, otherwise returns false.
4939 my ( $amount, $quantity, $pkg, $comment, $taxclass, $additional, $classnum );
4940 my ( $taxproduct, $override );
4941 if ( ref( $_[0] ) ) {
4942 $amount = $_[0]->{amount};
4943 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
4944 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4945 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4946 : '$'. sprintf("%.2f",$amount);
4947 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4948 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
4949 $additional = $_[0]->{additional};
4950 $taxproduct = $_[0]->{taxproductnum};
4951 $override = { '' => $_[0]->{tax_override} };
4955 $pkg = @_ ? shift : 'One-time charge';
4956 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4957 $taxclass = @_ ? shift : '';
4961 local $SIG{HUP} = 'IGNORE';
4962 local $SIG{INT} = 'IGNORE';
4963 local $SIG{QUIT} = 'IGNORE';
4964 local $SIG{TERM} = 'IGNORE';
4965 local $SIG{TSTP} = 'IGNORE';
4966 local $SIG{PIPE} = 'IGNORE';
4968 my $oldAutoCommit = $FS::UID::AutoCommit;
4969 local $FS::UID::AutoCommit = 0;
4972 my $part_pkg = new FS::part_pkg ( {
4974 'comment' => $comment,
4978 'classnum' => $classnum ? $classnum : '',
4979 'taxclass' => $taxclass,
4980 'taxproductnum' => $taxproduct,
4983 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4984 ( 0 .. @$additional - 1 )
4986 'additional_count' => scalar(@$additional),
4987 'setup_fee' => $amount,
4990 my $error = $part_pkg->insert( options => \%options,
4991 tax_overrides => $override,
4994 $dbh->rollback if $oldAutoCommit;
4998 my $pkgpart = $part_pkg->pkgpart;
4999 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
5000 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
5001 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
5002 $error = $type_pkgs->insert;
5004 $dbh->rollback if $oldAutoCommit;
5009 my $cust_pkg = new FS::cust_pkg ( {
5010 'custnum' => $self->custnum,
5011 'pkgpart' => $pkgpart,
5012 'quantity' => $quantity,
5015 $error = $cust_pkg->insert;
5017 $dbh->rollback if $oldAutoCommit;
5021 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5026 #=item charge_postal_fee
5028 #Applies a one time charge this customer. If there is an error,
5029 #returns the error, returns the cust_pkg charge object or false
5030 #if there was no charge.
5034 # This should be a customer event. For that to work requires that bill
5035 # also be a customer event.
5037 sub charge_postal_fee {
5040 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
5041 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
5043 my $cust_pkg = new FS::cust_pkg ( {
5044 'custnum' => $self->custnum,
5045 'pkgpart' => $pkgpart,
5049 my $error = $cust_pkg->insert;
5050 $error ? $error : $cust_pkg;
5055 Returns all the invoices (see L<FS::cust_bill>) for this customer.
5061 sort { $a->_date <=> $b->_date }
5062 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5065 =item open_cust_bill
5067 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
5072 sub open_cust_bill {
5074 grep { $_->owed > 0 } $self->cust_bill;
5079 Returns all the credits (see L<FS::cust_credit>) for this customer.
5085 sort { $a->_date <=> $b->_date }
5086 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
5091 Returns all the payments (see L<FS::cust_pay>) for this customer.
5097 sort { $a->_date <=> $b->_date }
5098 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
5103 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
5109 sort { $a->_date <=> $b->_date }
5110 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
5113 =item cust_pay_batch
5115 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
5119 sub cust_pay_batch {
5121 sort { $a->_date <=> $b->_date }
5122 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
5127 Returns all the refunds (see L<FS::cust_refund>) for this customer.
5133 sort { $a->_date <=> $b->_date }
5134 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
5137 =item display_custnum
5139 Returns the displayed customer number for this customer: agent_custid if
5140 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
5144 sub display_custnum {
5146 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
5147 return $self->agent_custid;
5149 return $self->custnum;
5155 Returns a name string for this customer, either "Company (Last, First)" or
5162 my $name = $self->contact;
5163 $name = $self->company. " ($name)" if $self->company;
5169 Returns a name string for this (service/shipping) contact, either
5170 "Company (Last, First)" or "Last, First".
5176 if ( $self->get('ship_last') ) {
5177 my $name = $self->ship_contact;
5178 $name = $self->ship_company. " ($name)" if $self->ship_company;
5187 Returns this customer's full (billing) contact name only, "Last, First"
5193 $self->get('last'). ', '. $self->first;
5198 Returns this customer's full (shipping) contact name only, "Last, First"
5204 $self->get('ship_last')
5205 ? $self->get('ship_last'). ', '. $self->ship_first
5211 Returns this customer's full country name
5217 code2country($self->country);
5220 =item geocode DATA_VENDOR
5222 Returns a value for the customer location as encoded by DATA_VENDOR.
5223 Currently this only makes sense for "CCH" as DATA_VENDOR.
5228 my ($self, $data_vendor) = (shift, shift); #always cch for now
5230 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
5234 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
5235 if $self->country eq 'US';
5237 #CCH specific location stuff
5238 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
5241 my @cust_tax_location =
5243 'table' => 'cust_tax_location',
5244 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
5245 'extra_sql' => $extra_sql,
5246 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
5249 $geocode = $cust_tax_location[0]->geocode
5250 if scalar(@cust_tax_location);
5259 Returns a status string for this customer, currently:
5263 =item prospect - No packages have ever been ordered
5265 =item active - One or more recurring packages is active
5267 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
5269 =item suspended - All non-cancelled recurring packages are suspended
5271 =item cancelled - All recurring packages are cancelled
5277 sub status { shift->cust_status(@_); }
5281 for my $status (qw( prospect active inactive suspended cancelled )) {
5282 my $method = $status.'_sql';
5283 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
5284 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
5285 $sth->execute( ($self->custnum) x $numnum )
5286 or die "Error executing 'SELECT $sql': ". $sth->errstr;
5287 return $status if $sth->fetchrow_arrayref->[0];
5291 =item ucfirst_cust_status
5293 =item ucfirst_status
5295 Returns the status with the first character capitalized.
5299 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
5301 sub ucfirst_cust_status {
5303 ucfirst($self->cust_status);
5308 Returns a hex triplet color string for this customer's status.
5312 use vars qw(%statuscolor);
5313 tie %statuscolor, 'Tie::IxHash',
5314 'prospect' => '7e0079', #'000000', #black? naw, purple
5315 'active' => '00CC00', #green
5316 'inactive' => '0000CC', #blue
5317 'suspended' => 'FF9900', #yellow
5318 'cancelled' => 'FF0000', #red
5321 sub statuscolor { shift->cust_statuscolor(@_); }
5323 sub cust_statuscolor {
5325 $statuscolor{$self->cust_status};
5330 Returns an array of hashes representing the customer's RT tickets.
5337 my $num = $conf->config('cust_main-max_tickets') || 10;
5340 unless ( $conf->config('ticket_system-custom_priority_field') ) {
5342 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
5346 foreach my $priority (
5347 $conf->config('ticket_system-custom_priority_field-values'), ''
5349 last if scalar(@tickets) >= $num;
5351 @{ FS::TicketSystem->customer_tickets( $self->custnum,
5352 $num - scalar(@tickets),
5361 # Return services representing svc_accts in customer support packages
5362 sub support_services {
5364 my %packages = map { $_ => 1 } $conf->config('support_packages');
5366 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
5367 grep { $_->part_svc->svcdb eq 'svc_acct' }
5368 map { $_->cust_svc }
5369 grep { exists $packages{ $_->pkgpart } }
5370 $self->ncancelled_pkgs;
5376 =head1 CLASS METHODS
5382 Class method that returns the list of possible status strings for customers
5383 (see L<the status method|/status>). For example:
5385 @statuses = FS::cust_main->statuses();
5390 #my $self = shift; #could be class...
5396 Returns an SQL expression identifying prospective cust_main records (customers
5397 with no packages ever ordered)
5401 use vars qw($select_count_pkgs);
5402 $select_count_pkgs =
5403 "SELECT COUNT(*) FROM cust_pkg
5404 WHERE cust_pkg.custnum = cust_main.custnum";
5406 sub select_count_pkgs_sql {
5410 sub prospect_sql { "
5411 0 = ( $select_count_pkgs )
5416 Returns an SQL expression identifying active cust_main records (customers with
5417 active recurring packages).
5422 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
5428 Returns an SQL expression identifying inactive cust_main records (customers with
5429 no active recurring packages, but otherwise unsuspended/uncancelled).
5433 sub inactive_sql { "
5434 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
5436 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
5442 Returns an SQL expression identifying suspended cust_main records.
5447 sub suspended_sql { susp_sql(@_); }
5449 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
5451 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
5457 Returns an SQL expression identifying cancelled cust_main records.
5461 sub cancelled_sql { cancel_sql(@_); }
5464 my $recurring_sql = FS::cust_pkg->recurring_sql;
5465 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
5468 0 < ( $select_count_pkgs )
5469 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
5470 AND 0 = ( $select_count_pkgs AND $recurring_sql
5471 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
5473 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
5479 =item uncancelled_sql
5481 Returns an SQL expression identifying un-cancelled cust_main records.
5485 sub uncancelled_sql { uncancel_sql(@_); }
5486 sub uncancel_sql { "
5487 ( 0 < ( $select_count_pkgs
5488 AND ( cust_pkg.cancel IS NULL
5489 OR cust_pkg.cancel = 0
5492 OR 0 = ( $select_count_pkgs )
5498 Returns an SQL fragment to retreive the balance.
5503 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5504 WHERE cust_bill.custnum = cust_main.custnum )
5505 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5506 WHERE cust_pay.custnum = cust_main.custnum )
5507 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5508 WHERE cust_credit.custnum = cust_main.custnum )
5509 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5510 WHERE cust_refund.custnum = cust_main.custnum )
5513 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5515 Returns an SQL fragment to retreive the balance for this customer, only
5516 considering invoices with date earlier than START_TIME, and optionally not
5517 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5518 total_unapplied_payments).
5520 Times are specified as SQL fragments or numeric
5521 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5522 L<Date::Parse> for conversion functions. The empty string can be passed
5523 to disable that time constraint completely.
5525 Available options are:
5529 =item unapplied_date
5531 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
5536 set to true to remove all customer comparison clauses, for totals
5541 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5546 JOIN clause (typically used with the total option)
5552 sub balance_date_sql {
5553 my( $class, $start, $end, %opt ) = @_;
5555 my $owed = FS::cust_bill->owed_sql;
5556 my $unapp_refund = FS::cust_refund->unapplied_sql;
5557 my $unapp_credit = FS::cust_credit->unapplied_sql;
5558 my $unapp_pay = FS::cust_pay->unapplied_sql;
5560 my $j = $opt{'join'} || '';
5562 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5563 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5564 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5565 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5567 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5568 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5569 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5570 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5575 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5577 Helper method for balance_date_sql; name (and usage) subject to change
5578 (suggestions welcome).
5580 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5581 cust_refund, cust_credit or cust_pay).
5583 If TABLE is "cust_bill" or the unapplied_date option is true, only
5584 considers records with date earlier than START_TIME, and optionally not
5585 later than END_TIME .
5589 sub _money_table_where {
5590 my( $class, $table, $start, $end, %opt ) = @_;
5593 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5594 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5595 push @where, "$table._date <= $start" if defined($start) && length($start);
5596 push @where, "$table._date > $end" if defined($end) && length($end);
5598 push @where, @{$opt{'where'}} if $opt{'where'};
5599 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5605 =item search_sql HASHREF
5609 Returns a qsearch hash expression to search for parameters specified in HREF.
5610 Valid parameters are
5618 =item cancelled_pkgs
5624 listref of start date, end date
5630 =item current_balance
5632 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
5636 =item flattened_pkgs
5645 my ($class, $params) = @_;
5656 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
5658 "cust_main.agentnum = $1";
5665 #prospect active inactive suspended cancelled
5666 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
5667 my $method = $params->{'status'}. '_sql';
5668 #push @where, $class->$method();
5669 push @where, FS::cust_main->$method();
5673 # parse cancelled package checkbox
5678 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
5679 unless $params->{'cancelled_pkgs'};
5685 foreach my $field (qw( signupdate )) {
5687 next unless exists($params->{$field});
5689 my($beginning, $ending) = @{$params->{$field}};
5692 "cust_main.$field IS NOT NULL",
5693 "cust_main.$field >= $beginning",
5694 "cust_main.$field <= $ending";
5696 $orderby ||= "ORDER BY cust_main.$field";
5704 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
5706 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
5713 #my $balance_sql = $class->balance_sql();
5714 my $balance_sql = FS::cust_main->balance_sql();
5716 push @where, map { s/current_balance/$balance_sql/; $_ }
5717 @{ $params->{'current_balance'} };
5723 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
5725 "cust_main.custbatch = '$1'";
5729 # setup queries, subs, etc. for the search
5732 $orderby ||= 'ORDER BY custnum';
5734 # here is the agent virtualization
5735 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
5737 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
5739 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
5741 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
5743 my $select = join(', ',
5744 'cust_main.custnum',
5745 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
5748 my(@extra_headers) = ();
5749 my(@extra_fields) = ();
5751 if ($params->{'flattened_pkgs'}) {
5753 if ($dbh->{Driver}->{Name} eq 'Pg') {
5755 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
5757 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
5758 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
5759 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
5761 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
5762 "omitting packing information from report.";
5765 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
5767 my $sth = dbh->prepare($header_query) or die dbh->errstr;
5768 $sth->execute() or die $sth->errstr;
5769 my $headerrow = $sth->fetchrow_arrayref;
5770 my $headercount = $headerrow ? $headerrow->[0] : 0;
5771 while($headercount) {
5772 unshift @extra_headers, "Package ". $headercount;
5773 unshift @extra_fields, eval q!sub {my $c = shift;
5774 my @a = split '\|', $c->magic;
5775 my $p = $a[!.--$headercount. q!];
5783 'table' => 'cust_main',
5784 'select' => $select,
5786 'extra_sql' => $extra_sql,
5787 'order_by' => $orderby,
5788 'count_query' => $count_query,
5789 'extra_headers' => \@extra_headers,
5790 'extra_fields' => \@extra_fields,
5795 =item email_search_sql HASHREF
5799 Emails a notice to the specified customers.
5801 Valid parameters are those of the L<search_sql> method, plus the following:
5823 Optional job queue job for status updates.
5827 Returns an error message, or false for success.
5829 If an error occurs during any email, stops the enture send and returns that
5830 error. Presumably if you're getting SMTP errors aborting is better than
5831 retrying everything.
5835 sub email_search_sql {
5836 my($class, $params) = @_;
5838 my $from = delete $params->{from};
5839 my $subject = delete $params->{subject};
5840 my $html_body = delete $params->{html_body};
5841 my $text_body = delete $params->{text_body};
5843 my $job = delete $params->{'job'};
5845 my $sql_query = $class->search_sql($params);
5847 my $count_query = delete($sql_query->{'count_query'});
5848 my $count_sth = dbh->prepare($count_query)
5849 or die "Error preparing $count_query: ". dbh->errstr;
5851 or die "Error executing $count_query: ". $count_sth->errstr;
5852 my $count_arrayref = $count_sth->fetchrow_arrayref;
5853 my $num_cust = $count_arrayref->[0];
5855 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
5856 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
5859 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
5861 #eventually order+limit magic to reduce memory use?
5862 foreach my $cust_main ( qsearch($sql_query) ) {
5864 my $to = $cust_main->invoicing_list_emailonly_scalar;
5867 my $error = send_email(
5871 'subject' => $subject,
5872 'html_body' => $html_body,
5873 'text_body' => $text_body,
5876 return $error if $error;
5878 if ( $job ) { #progressbar foo
5880 if ( time - $min_sec > $last ) {
5881 my $error = $job->update_statustext(
5882 int( 100 * $num / $num_cust )
5884 die $error if $error;
5894 use Storable qw(thaw);
5897 sub process_email_search_sql {
5899 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
5901 my $param = thaw(decode_base64(shift));
5902 warn Dumper($param) if $DEBUG;
5904 $param->{'job'} = $job;
5906 my $error = FS::cust_main->email_search_sql( $param );
5907 die $error if $error;
5911 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5913 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5914 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5915 appropriate ship_ field is also searched).
5917 Additional options are the same as FS::Record::qsearch
5922 my( $self, $fuzzy, $hash, @opt) = @_;
5927 check_and_rebuild_fuzzyfiles();
5928 foreach my $field ( keys %$fuzzy ) {
5930 my $all = $self->all_X($field);
5931 next unless scalar(@$all);
5934 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5937 foreach ( keys %match ) {
5938 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5939 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5942 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5945 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5947 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5955 Returns a masked version of the named field
5960 my ($self,$field) = @_;
5964 'x'x(length($self->getfield($field))-4).
5965 substr($self->getfield($field), (length($self->getfield($field))-4));
5975 =item smart_search OPTION => VALUE ...
5977 Accepts the following options: I<search>, the string to search for. The string
5978 will be searched for as a customer number, phone number, name or company name,
5979 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5980 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5981 skip fuzzy matching when an exact match is found.
5983 Any additional options are treated as an additional qualifier on the search
5986 Returns a (possibly empty) array of FS::cust_main objects.
5993 #here is the agent virtualization
5994 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5998 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5999 my $search = delete $options{'search'};
6000 ( my $alphanum_search = $search ) =~ s/\W//g;
6002 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
6004 #false laziness w/Record::ut_phone
6005 my $phonen = "$1-$2-$3";
6006 $phonen .= " x$4" if $4;
6008 push @cust_main, qsearch( {
6009 'table' => 'cust_main',
6010 'hashref' => { %options },
6011 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
6013 join(' OR ', map "$_ = '$phonen'",
6014 qw( daytime night fax
6015 ship_daytime ship_night ship_fax )
6018 " AND $agentnums_sql", #agent virtualization
6021 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
6022 #try looking for matches with extensions unless one was specified
6024 push @cust_main, qsearch( {
6025 'table' => 'cust_main',
6026 'hashref' => { %options },
6027 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
6029 join(' OR ', map "$_ LIKE '$phonen\%'",
6031 ship_daytime ship_night )
6034 " AND $agentnums_sql", #agent virtualization
6039 # custnum search (also try agent_custid), with some tweaking options if your
6040 # legacy cust "numbers" have letters
6043 if ( $search =~ /^\s*(\d+)\s*$/
6044 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
6045 && $search =~ /^\s*(\w\w?\d+)\s*$/
6052 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
6053 push @cust_main, qsearch( {
6054 'table' => 'cust_main',
6055 'hashref' => { 'custnum' => $num, %options },
6056 'extra_sql' => " AND $agentnums_sql", #agent virtualization
6060 push @cust_main, qsearch( {
6061 'table' => 'cust_main',
6062 'hashref' => { 'agent_custid' => $num, %options },
6063 'extra_sql' => " AND $agentnums_sql", #agent virtualization
6066 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
6068 my($company, $last, $first) = ( $1, $2, $3 );
6070 # "Company (Last, First)"
6071 #this is probably something a browser remembered,
6072 #so just do an exact search
6074 foreach my $prefix ( '', 'ship_' ) {
6075 push @cust_main, qsearch( {
6076 'table' => 'cust_main',
6077 'hashref' => { $prefix.'first' => $first,
6078 $prefix.'last' => $last,
6079 $prefix.'company' => $company,
6082 'extra_sql' => " AND $agentnums_sql",
6086 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
6087 # try (ship_){last,company}
6091 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
6092 # # full strings the browser remembers won't work
6093 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
6095 use Lingua::EN::NameParse;
6096 my $NameParse = new Lingua::EN::NameParse(
6098 allow_reversed => 1,
6101 my($last, $first) = ( '', '' );
6102 #maybe disable this too and just rely on NameParse?
6103 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
6105 ($last, $first) = ( $1, $2 );
6107 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
6108 } elsif ( ! $NameParse->parse($value) ) {
6110 my %name = $NameParse->components;
6111 $first = $name{'given_name_1'};
6112 $last = $name{'surname_1'};
6116 if ( $first && $last ) {
6118 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
6121 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
6123 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
6124 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
6127 push @cust_main, qsearch( {
6128 'table' => 'cust_main',
6129 'hashref' => \%options,
6130 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
6133 # or it just be something that was typed in... (try that in a sec)
6137 my $q_value = dbh->quote($value);
6140 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
6141 $sql .= " ( LOWER(last) = $q_value
6142 OR LOWER(company) = $q_value
6143 OR LOWER(ship_last) = $q_value
6144 OR LOWER(ship_company) = $q_value
6147 push @cust_main, qsearch( {
6148 'table' => 'cust_main',
6149 'hashref' => \%options,
6150 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
6153 #no exact match, trying substring/fuzzy
6154 #always do substring & fuzzy (unless they're explicity config'ed off)
6155 #getting complaints searches are not returning enough
6156 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
6158 #still some false laziness w/search_sql (was search/cust_main.cgi)
6163 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
6164 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
6167 if ( $first && $last ) {
6170 { 'first' => { op=>'ILIKE', value=>"%$first%" },
6171 'last' => { op=>'ILIKE', value=>"%$last%" },
6173 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
6174 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
6181 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
6182 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
6186 foreach my $hashref ( @hashrefs ) {
6188 push @cust_main, qsearch( {
6189 'table' => 'cust_main',
6190 'hashref' => { %$hashref,
6193 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
6202 " AND $agentnums_sql", #extra_sql #agent virtualization
6205 if ( $first && $last ) {
6206 push @cust_main, FS::cust_main->fuzzy_search(
6207 { 'last' => $last, #fuzzy hashref
6208 'first' => $first }, #
6212 foreach my $field ( 'last', 'company' ) {
6214 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
6219 #eliminate duplicates
6221 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
6231 Accepts the following options: I<email>, the email address to search for. The
6232 email address will be searched for as an email invoice destination and as an
6235 #Any additional options are treated as an additional qualifier on the search
6236 #(i.e. I<agentnum>).
6238 Returns a (possibly empty) array of FS::cust_main objects (but usually just
6248 my $email = delete $options{'email'};
6250 #we're only being used by RT at the moment... no agent virtualization yet
6251 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
6255 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
6257 my ( $user, $domain ) = ( $1, $2 );
6259 warn "$me smart_search: searching for $user in domain $domain"
6265 'table' => 'cust_main_invoice',
6266 'hashref' => { 'dest' => $email },
6273 map $_->cust_svc->cust_pkg,
6275 'table' => 'svc_acct',
6276 'hashref' => { 'username' => $user, },
6278 'AND ( SELECT domain FROM svc_domain
6279 WHERE svc_acct.domsvc = svc_domain.svcnum
6280 ) = '. dbh->quote($domain),
6286 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
6288 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
6295 =item check_and_rebuild_fuzzyfiles
6299 use vars qw(@fuzzyfields);
6300 @fuzzyfields = ( 'last', 'first', 'company' );
6302 sub check_and_rebuild_fuzzyfiles {
6303 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6304 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
6307 =item rebuild_fuzzyfiles
6311 sub rebuild_fuzzyfiles {
6313 use Fcntl qw(:flock);
6315 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6316 mkdir $dir, 0700 unless -d $dir;
6318 foreach my $fuzzy ( @fuzzyfields ) {
6320 open(LOCK,">>$dir/cust_main.$fuzzy")
6321 or die "can't open $dir/cust_main.$fuzzy: $!";
6323 or die "can't lock $dir/cust_main.$fuzzy: $!";
6325 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
6326 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
6328 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
6329 my $sth = dbh->prepare("SELECT $field FROM cust_main".
6330 " WHERE $field != '' AND $field IS NOT NULL");
6331 $sth->execute or die $sth->errstr;
6333 while ( my $row = $sth->fetchrow_arrayref ) {
6334 print CACHE $row->[0]. "\n";
6339 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
6341 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
6352 my( $self, $field ) = @_;
6353 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6354 open(CACHE,"<$dir/cust_main.$field")
6355 or die "can't open $dir/cust_main.$field: $!";
6356 my @array = map { chomp; $_; } <CACHE>;
6361 =item append_fuzzyfiles LASTNAME COMPANY
6365 sub append_fuzzyfiles {
6366 #my( $first, $last, $company ) = @_;
6368 &check_and_rebuild_fuzzyfiles;
6370 use Fcntl qw(:flock);
6372 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
6374 foreach my $field (qw( first last company )) {
6379 open(CACHE,">>$dir/cust_main.$field")
6380 or die "can't open $dir/cust_main.$field: $!";
6381 flock(CACHE,LOCK_EX)
6382 or die "can't lock $dir/cust_main.$field: $!";
6384 print CACHE "$value\n";
6386 flock(CACHE,LOCK_UN)
6387 or die "can't unlock $dir/cust_main.$field: $!";
6402 #warn join('-',keys %$param);
6403 my $fh = $param->{filehandle};
6404 my @fields = @{$param->{fields}};
6406 eval "use Text::CSV_XS;";
6409 my $csv = new Text::CSV_XS;
6416 local $SIG{HUP} = 'IGNORE';
6417 local $SIG{INT} = 'IGNORE';
6418 local $SIG{QUIT} = 'IGNORE';
6419 local $SIG{TERM} = 'IGNORE';
6420 local $SIG{TSTP} = 'IGNORE';
6421 local $SIG{PIPE} = 'IGNORE';
6423 my $oldAutoCommit = $FS::UID::AutoCommit;
6424 local $FS::UID::AutoCommit = 0;
6427 #while ( $columns = $csv->getline($fh) ) {
6429 while ( defined($line=<$fh>) ) {
6431 $csv->parse($line) or do {
6432 $dbh->rollback if $oldAutoCommit;
6433 return "can't parse: ". $csv->error_input();
6436 my @columns = $csv->fields();
6437 #warn join('-',@columns);
6440 foreach my $field ( @fields ) {
6441 $row{$field} = shift @columns;
6444 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
6445 unless ( $cust_main ) {
6446 $dbh->rollback if $oldAutoCommit;
6447 return "unknown custnum $row{'custnum'}";
6450 if ( $row{'amount'} > 0 ) {
6451 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
6453 $dbh->rollback if $oldAutoCommit;
6457 } elsif ( $row{'amount'} < 0 ) {
6458 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
6461 $dbh->rollback if $oldAutoCommit;
6471 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6473 return "Empty file!" unless $imported;
6479 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6481 Sends a templated email notification to the customer (see L<Text::Template>).
6483 OPTIONS is a hash and may include
6485 I<from> - the email sender (default is invoice_from)
6487 I<to> - comma-separated scalar or arrayref of recipients
6488 (default is invoicing_list)
6490 I<subject> - The subject line of the sent email notification
6491 (default is "Notice from company_name")
6493 I<extra_fields> - a hashref of name/value pairs which will be substituted
6496 The following variables are vavailable in the template.
6498 I<$first> - the customer first name
6499 I<$last> - the customer last name
6500 I<$company> - the customer company
6501 I<$payby> - a description of the method of payment for the customer
6502 # would be nice to use FS::payby::shortname
6503 I<$payinfo> - the account information used to collect for this customer
6504 I<$expdate> - the expiration of the customer payment in seconds from epoch
6509 my ($customer, $template, %options) = @_;
6511 return unless $conf->exists($template);
6513 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
6514 $from = $options{from} if exists($options{from});
6516 my $to = join(',', $customer->invoicing_list_emailonly);
6517 $to = $options{to} if exists($options{to});
6519 my $subject = "Notice from " . $conf->config('company_name')
6520 if $conf->exists('company_name');
6521 $subject = $options{subject} if exists($options{subject});
6523 my $notify_template = new Text::Template (TYPE => 'ARRAY',
6524 SOURCE => [ map "$_\n",
6525 $conf->config($template)]
6527 or die "can't create new Text::Template object: Text::Template::ERROR";
6528 $notify_template->compile()
6529 or die "can't compile template: Text::Template::ERROR";
6531 $FS::notify_template::_template::company_name = $conf->config('company_name');
6532 $FS::notify_template::_template::company_address =
6533 join("\n", $conf->config('company_address') ). "\n";
6535 my $paydate = $customer->paydate || '2037-12-31';
6536 $FS::notify_template::_template::first = $customer->first;
6537 $FS::notify_template::_template::last = $customer->last;
6538 $FS::notify_template::_template::company = $customer->company;
6539 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
6540 my $payby = $customer->payby;
6541 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6542 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6544 #credit cards expire at the end of the month/year of their exp date
6545 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6546 $FS::notify_template::_template::payby = 'credit card';
6547 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6548 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6550 }elsif ($payby eq 'COMP') {
6551 $FS::notify_template::_template::payby = 'complimentary account';
6553 $FS::notify_template::_template::payby = 'current method';
6555 $FS::notify_template::_template::expdate = $expire_time;
6557 for (keys %{$options{extra_fields}}){
6559 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
6562 send_email(from => $from,
6564 subject => $subject,
6565 body => $notify_template->fill_in( PACKAGE =>
6566 'FS::notify_template::_template' ),
6571 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
6573 Generates a templated notification to the customer (see L<Text::Template>).
6575 OPTIONS is a hash and may include
6577 I<extra_fields> - a hashref of name/value pairs which will be substituted
6578 into the template. These values may override values mentioned below
6579 and those from the customer record.
6581 The following variables are available in the template instead of or in addition
6582 to the fields of the customer record.
6584 I<$payby> - a description of the method of payment for the customer
6585 # would be nice to use FS::payby::shortname
6586 I<$payinfo> - the masked account information used to collect for this customer
6587 I<$expdate> - the expiration of the customer payment method in seconds from epoch
6588 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
6592 sub generate_letter {
6593 my ($self, $template, %options) = @_;
6595 return unless $conf->exists($template);
6597 my $letter_template = new Text::Template
6599 SOURCE => [ map "$_\n", $conf->config($template)],
6600 DELIMITERS => [ '[@--', '--@]' ],
6602 or die "can't create new Text::Template object: Text::Template::ERROR";
6604 $letter_template->compile()
6605 or die "can't compile template: Text::Template::ERROR";
6607 my %letter_data = map { $_ => $self->$_ } $self->fields;
6608 $letter_data{payinfo} = $self->mask_payinfo;
6610 #my $paydate = $self->paydate || '2037-12-31';
6611 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
6613 my $payby = $self->payby;
6614 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
6615 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
6617 #credit cards expire at the end of the month/year of their exp date
6618 if ($payby eq 'CARD' || $payby eq 'DCRD') {
6619 $letter_data{payby} = 'credit card';
6620 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
6621 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
6623 }elsif ($payby eq 'COMP') {
6624 $letter_data{payby} = 'complimentary account';
6626 $letter_data{payby} = 'current method';
6628 $letter_data{expdate} = $expire_time;
6630 for (keys %{$options{extra_fields}}){
6631 $letter_data{$_} = $options{extra_fields}->{$_};
6634 unless(exists($letter_data{returnaddress})){
6635 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
6636 $self->agent_template)
6638 if ( length($retadd) ) {
6639 $letter_data{returnaddress} = $retadd;
6640 } elsif ( grep /\S/, $conf->config('company_address') ) {
6641 $letter_data{returnaddress} =
6642 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
6643 $conf->config('company_address')
6646 $letter_data{returnaddress} = '~';
6650 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
6652 $letter_data{company_name} = $conf->config('company_name');
6654 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
6655 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
6659 ) or die "can't open temp file: $!\n";
6661 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
6663 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
6667 =item print_ps TEMPLATE
6669 Returns an postscript letter filled in from TEMPLATE, as a scalar.
6675 my $file = $self->generate_letter(@_);
6676 FS::Misc::generate_ps($file);
6679 =item print TEMPLATE
6681 Prints the filled in template.
6683 TEMPLATE is the name of a L<Text::Template> to fill in and print.
6687 sub queueable_print {
6690 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
6691 or die "invalid customer number: " . $opt{custvnum};
6693 my $error = $self->print( $opt{template} );
6694 die $error if $error;
6698 my ($self, $template) = (shift, shift);
6699 do_print [ $self->print_ps($template) ];
6702 sub agent_template {
6704 $self->_agent_plandata('agent_templatename');
6707 sub agent_invoice_from {
6709 $self->_agent_plandata('agent_invoice_from');
6712 sub _agent_plandata {
6713 my( $self, $option ) = @_;
6715 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
6716 #agent-specific Conf
6718 use FS::part_event::Condition;
6720 my $agentnum = $self->agentnum;
6723 if ( driver_name =~ /^Pg/i ) {
6725 } elsif ( driver_name =~ /^mysql/i ) {
6728 die "don't know how to use regular expressions in ". driver_name. " databases";
6731 my $part_event_option =
6733 'select' => 'part_event_option.*',
6734 'table' => 'part_event_option',
6736 LEFT JOIN part_event USING ( eventpart )
6737 LEFT JOIN part_event_option AS peo_agentnum
6738 ON ( part_event.eventpart = peo_agentnum.eventpart
6739 AND peo_agentnum.optionname = 'agentnum'
6740 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
6742 LEFT JOIN part_event_option AS peo_cust_bill_age
6743 ON ( part_event.eventpart = peo_cust_bill_age.eventpart
6744 AND peo_cust_bill_age.optionname = 'cust_bill_age'
6747 #'hashref' => { 'optionname' => $option },
6748 #'hashref' => { 'part_event_option.optionname' => $option },
6750 " WHERE part_event_option.optionname = ". dbh->quote($option).
6751 " AND action = 'cust_bill_send_agent' ".
6752 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
6753 " AND peo_agentnum.optionname = 'agentnum' ".
6754 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
6756 CASE WHEN peo_cust_bill_age.optionname != 'cust_bill_age'
6758 ELSE ". FS::part_event::Condition->age2seconds_sql('peo_cust_bill_age.optionvalue').
6760 , part_event.weight".
6764 unless ( $part_event_option ) {
6765 return $self->agent->invoice_template || ''
6766 if $option eq 'agent_templatename';
6770 $part_event_option->optionvalue;
6775 ## actual sub, not a method, designed to be called from the queue.
6776 ## sets up the customer, and calls the bill_and_collect
6777 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6778 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6779 $cust_main->bill_and_collect(
6790 The delete method should possibly take an FS::cust_main object reference
6791 instead of a scalar customer number.
6793 Bill and collect options should probably be passed as references instead of a
6796 There should probably be a configuration file with a list of allowed credit
6799 No multiple currency support (probably a larger project than just this module).
6801 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6803 Birthdates rely on negative epoch values.
6805 The payby for card/check batches is broken. With mixed batching, bad
6808 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
6812 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6813 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6814 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.