5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Location
10 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
11 FS::geocode_Mixin FS::Quotable_Mixin
15 use vars qw( $DEBUG $me $conf
18 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
25 use Storable qw(thaw);
29 use Digest::MD5 qw(md5_base64);
32 use File::Temp; #qw( tempfile );
33 use Business::CreditCard 0.28;
35 use FS::UID qw( getotaker dbh driver_name );
36 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_email send_email generate_ps do_print );
38 use FS::Msgcat qw(gettext);
45 use FS::cust_bill_void;
46 use FS::legacy_cust_bill;
48 use FS::cust_pay_pending;
49 use FS::cust_pay_void;
50 use FS::cust_pay_batch;
53 use FS::part_referral;
54 use FS::cust_main_county;
55 use FS::cust_location;
57 use FS::cust_main_exemption;
58 use FS::cust_tax_adjustment;
59 use FS::cust_tax_location;
61 use FS::cust_main_invoice;
63 use FS::prepay_credit;
69 use FS::payment_gateway;
70 use FS::agent_payment_gateway;
72 use FS::cust_main_note;
73 use FS::cust_attachment;
76 use FS::upgrade_journal;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
86 $ignore_banned_card = 0;
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('payinfo', 'paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
201 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
205 Payment Information (See L<FS::payinfo_Mixin> for data format)
209 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
213 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
217 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
221 Start date month (maestro/solo cards only)
225 Start date year (maestro/solo cards only)
229 Issue number (maestro/solo cards only)
233 Name on card or billing name
237 IP address from which payment information was received
241 Tax exempt, empty or `Y'
245 Order taker (see L<FS::access_user>)
251 =item referral_custnum
253 Referring customer number
257 Enable individual CDR spooling, empty or `Y'
261 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
265 Discourage individual CDR printing, empty or `Y'
269 Allow self-service editing of ticket subjects, empty or 'Y'
271 =item calling_list_exempt
273 Do not call, empty or 'Y'
283 Creates a new customer. To add the customer to the database, see L<"insert">.
285 Note that this stores the hash reference, not a distinct copy of the hash it
286 points to. You can ask the object for a copy with the I<hash> method.
290 sub table { 'cust_main'; }
292 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
294 Adds this customer to the database. If there is an error, returns the error,
295 otherwise returns false.
297 Usually the customer's location will not yet exist in the database, and
298 the C<bill_location> and C<ship_location> pseudo-fields must be set to
299 uninserted L<FS::cust_location> objects. These will be inserted and linked
300 (in both directions) to the new customer record. If they're references
301 to the same object, they will become the same location.
303 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
304 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
305 are inserted atomicly, or the transaction is rolled back. Passing an empty
306 hash reference is equivalent to not supplying this parameter. There should be
307 a better explanation of this, but until then, here's an example:
310 tie %hash, 'Tie::RefHash'; #this part is important
312 $cust_pkg => [ $svc_acct ],
315 $cust_main->insert( \%hash );
317 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
318 be set as the invoicing list (see L<"invoicing_list">). Errors return as
319 expected and rollback the entire transaction; it is not necessary to call
320 check_invoicing_list first. The invoicing_list is set after the records in the
321 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
322 invoicing_list destination to the newly-created svc_acct. Here's an example:
324 $cust_main->insert( {}, [ $email, 'POST' ] );
326 Currently available options are: I<depend_jobnum>, I<noexport>,
327 I<tax_exemption> and I<prospectnum>.
329 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
330 on the supplied jobnum (they will not run until the specific job completes).
331 This can be used to defer provisioning until some action completes (such
332 as running the customer's credit card successfully).
334 The I<noexport> option is deprecated. If I<noexport> is set true, no
335 provisioning jobs (exports) are scheduled. (You can schedule them later with
336 the B<reexport> method.)
338 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
339 of tax names and exemption numbers. FS::cust_main_exemption records will be
340 created and inserted.
342 If I<prospectnum> is set, moves contacts and locations from that prospect.
348 my $cust_pkgs = @_ ? shift : {};
349 my $invoicing_list = @_ ? shift : '';
351 warn "$me insert called with options ".
352 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
355 local $SIG{HUP} = 'IGNORE';
356 local $SIG{INT} = 'IGNORE';
357 local $SIG{QUIT} = 'IGNORE';
358 local $SIG{TERM} = 'IGNORE';
359 local $SIG{TSTP} = 'IGNORE';
360 local $SIG{PIPE} = 'IGNORE';
362 my $oldAutoCommit = $FS::UID::AutoCommit;
363 local $FS::UID::AutoCommit = 0;
366 my $prepay_identifier = '';
367 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
369 if ( $self->payby eq 'PREPAY' ) {
371 $self->payby('BILL');
372 $prepay_identifier = $self->payinfo;
375 warn " looking up prepaid card $prepay_identifier\n"
378 my $error = $self->get_prepay( $prepay_identifier,
379 'amount_ref' => \$amount,
380 'seconds_ref' => \$seconds,
381 'upbytes_ref' => \$upbytes,
382 'downbytes_ref' => \$downbytes,
383 'totalbytes_ref' => \$totalbytes,
386 $dbh->rollback if $oldAutoCommit;
387 #return "error applying prepaid card (transaction rolled back): $error";
391 $payby = 'PREP' if $amount;
393 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
396 $self->payby('BILL');
397 $amount = $self->paid;
402 foreach my $l (qw(bill_location ship_location)) {
403 my $loc = delete $self->hashref->{$l};
404 # XXX if we're moving a prospect's locations, do that here
409 if ( !$loc->locationnum ) {
410 # warn the location that we're going to insert it with no custnum
411 $loc->set(custnum_pending => 1);
412 warn " inserting $l\n"
414 my $error = $loc->insert;
416 $dbh->rollback if $oldAutoCommit;
417 my $label = $l eq 'ship_location' ? 'service' : 'billing';
418 return "$error (in $label location)";
421 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
422 # then it somehow belongs to another customer--shouldn't happen
423 $dbh->rollback if $oldAutoCommit;
424 return "$l belongs to customer ".$loc->custnum;
426 # else it already belongs to this customer
427 # (happens when ship_location is identical to bill_location)
429 $self->set($l.'num', $loc->locationnum);
431 if ( $self->get($l.'num') eq '' ) {
432 $dbh->rollback if $oldAutoCommit;
437 warn " inserting $self\n"
440 $self->signupdate(time) unless $self->signupdate;
442 $self->auto_agent_custid()
443 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
445 my $error = $self->SUPER::insert;
447 $dbh->rollback if $oldAutoCommit;
448 #return "inserting cust_main record (transaction rolled back): $error";
452 # now set cust_location.custnum
453 foreach my $l (qw(bill_location ship_location)) {
454 warn " setting $l.custnum\n"
457 unless ( $loc->custnum ) {
458 $loc->set(custnum => $self->custnum);
459 $error ||= $loc->replace;
463 $dbh->rollback if $oldAutoCommit;
464 return "error setting $l custnum: $error";
468 warn " setting invoicing list\n"
471 if ( $invoicing_list ) {
472 $error = $self->check_invoicing_list( $invoicing_list );
474 $dbh->rollback if $oldAutoCommit;
475 #return "checking invoicing_list (transaction rolled back): $error";
478 $self->invoicing_list( $invoicing_list );
481 warn " setting customer tags\n"
484 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
485 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
486 'custnum' => $self->custnum };
487 my $error = $cust_tag->insert;
489 $dbh->rollback if $oldAutoCommit;
494 my $prospectnum = delete $options{'prospectnum'};
495 if ( $prospectnum ) {
497 warn " moving contacts and locations from prospect $prospectnum\n"
501 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
502 unless ( $prospect_main ) {
503 $dbh->rollback if $oldAutoCommit;
504 return "Unknown prospectnum $prospectnum";
506 $prospect_main->custnum($self->custnum);
507 $prospect_main->disabled('Y');
508 my $error = $prospect_main->replace;
510 $dbh->rollback if $oldAutoCommit;
514 my @contact = $prospect_main->contact;
515 my @cust_location = $prospect_main->cust_location;
516 my @qual = $prospect_main->qual;
518 foreach my $r ( @contact, @cust_location, @qual ) {
520 $r->custnum($self->custnum);
521 my $error = $r->replace;
523 $dbh->rollback if $oldAutoCommit;
530 warn " setting cust_main_exemption\n"
533 my $tax_exemption = delete $options{'tax_exemption'};
534 if ( $tax_exemption ) {
536 $tax_exemption = { map { $_ => '' } @$tax_exemption }
537 if ref($tax_exemption) eq 'ARRAY';
539 foreach my $taxname ( keys %$tax_exemption ) {
540 my $cust_main_exemption = new FS::cust_main_exemption {
541 'custnum' => $self->custnum,
542 'taxname' => $taxname,
543 'exempt_number' => $tax_exemption->{$taxname},
545 my $error = $cust_main_exemption->insert;
547 $dbh->rollback if $oldAutoCommit;
548 return "inserting cust_main_exemption (transaction rolled back): $error";
553 if ( $self->can('start_copy_skel') ) {
554 my $error = $self->start_copy_skel;
556 $dbh->rollback if $oldAutoCommit;
561 warn " ordering packages\n"
564 $error = $self->order_pkgs( $cust_pkgs,
566 'seconds_ref' => \$seconds,
567 'upbytes_ref' => \$upbytes,
568 'downbytes_ref' => \$downbytes,
569 'totalbytes_ref' => \$totalbytes,
572 $dbh->rollback if $oldAutoCommit;
577 $dbh->rollback if $oldAutoCommit;
578 return "No svc_acct record to apply pre-paid time";
580 if ( $upbytes || $downbytes || $totalbytes ) {
581 $dbh->rollback if $oldAutoCommit;
582 return "No svc_acct record to apply pre-paid data";
586 warn " inserting initial $payby payment of $amount\n"
588 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
590 $dbh->rollback if $oldAutoCommit;
591 return "inserting payment (transaction rolled back): $error";
595 unless ( $import || $skip_fuzzyfiles ) {
596 warn " queueing fuzzyfiles update\n"
598 $error = $self->queue_fuzzyfiles_update;
600 $dbh->rollback if $oldAutoCommit;
601 return "updating fuzzy search cache: $error";
605 # FS::geocode_Mixin::after_insert or something?
606 if ( $conf->config('tax_district_method') and !$import ) {
607 # if anything non-empty, try to look it up
608 my $queue = new FS::queue {
609 'job' => 'FS::geocode_Mixin::process_district_update',
610 'custnum' => $self->custnum,
612 my $error = $queue->insert( ref($self), $self->custnum );
614 $dbh->rollback if $oldAutoCommit;
615 return "queueing tax district update: $error";
620 warn " exporting\n" if $DEBUG > 1;
622 my $export_args = $options{'export_args'} || [];
625 map qsearch( 'part_export', {exportnum=>$_} ),
626 $conf->config('cust_main-exports'); #, $agentnum
628 foreach my $part_export ( @part_export ) {
629 my $error = $part_export->export_insert($self, @$export_args);
631 $dbh->rollback if $oldAutoCommit;
632 return "exporting to ". $part_export->exporttype.
633 " (transaction rolled back): $error";
637 #foreach my $depend_jobnum ( @$depend_jobnums ) {
638 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
640 # foreach my $jobnum ( @jobnums ) {
641 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
642 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
644 # my $error = $queue->depend_insert($depend_jobnum);
646 # $dbh->rollback if $oldAutoCommit;
647 # return "error queuing job dependancy: $error";
654 #if ( exists $options{'jobnums'} ) {
655 # push @{ $options{'jobnums'} }, @jobnums;
658 warn " insert complete; committing transaction\n"
661 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
666 use File::CounterFile;
667 sub auto_agent_custid {
670 my $format = $conf->config('cust_main-auto_agent_custid');
672 if ( $format eq '1YMMXXXXXXXX' ) {
674 my $counter = new File::CounterFile 'cust_main.agent_custid';
677 my $ym = 100000000000 + time2str('%y%m00000000', time);
678 if ( $ym > $counter->value ) {
679 $counter->{'value'} = $agent_custid = $ym;
680 $counter->{'updated'} = 1;
682 $agent_custid = $counter->inc;
688 die "Unknown cust_main-auto_agent_custid format: $format";
691 $self->agent_custid($agent_custid);
695 =item PACKAGE METHODS
697 Documentation on customer package methods has been moved to
698 L<FS::cust_main::Packages>.
700 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
702 Recharges this (existing) customer with the specified prepaid card (see
703 L<FS::prepay_credit>), specified either by I<identifier> or as an
704 FS::prepay_credit object. If there is an error, returns the error, otherwise
707 Optionally, five scalar references can be passed as well. They will have their
708 values filled in with the amount, number of seconds, and number of upload,
709 download, and total bytes applied by this prepaid card.
713 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
714 #the only place that uses these args
715 sub recharge_prepay {
716 my( $self, $prepay_credit, $amountref, $secondsref,
717 $upbytesref, $downbytesref, $totalbytesref ) = @_;
719 local $SIG{HUP} = 'IGNORE';
720 local $SIG{INT} = 'IGNORE';
721 local $SIG{QUIT} = 'IGNORE';
722 local $SIG{TERM} = 'IGNORE';
723 local $SIG{TSTP} = 'IGNORE';
724 local $SIG{PIPE} = 'IGNORE';
726 my $oldAutoCommit = $FS::UID::AutoCommit;
727 local $FS::UID::AutoCommit = 0;
730 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
732 my $error = $self->get_prepay( $prepay_credit,
733 'amount_ref' => \$amount,
734 'seconds_ref' => \$seconds,
735 'upbytes_ref' => \$upbytes,
736 'downbytes_ref' => \$downbytes,
737 'totalbytes_ref' => \$totalbytes,
739 || $self->increment_seconds($seconds)
740 || $self->increment_upbytes($upbytes)
741 || $self->increment_downbytes($downbytes)
742 || $self->increment_totalbytes($totalbytes)
743 || $self->insert_cust_pay_prepay( $amount,
745 ? $prepay_credit->identifier
750 $dbh->rollback if $oldAutoCommit;
754 if ( defined($amountref) ) { $$amountref = $amount; }
755 if ( defined($secondsref) ) { $$secondsref = $seconds; }
756 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
757 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
758 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
760 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
765 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
767 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
768 specified either by I<identifier> or as an FS::prepay_credit object.
770 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
771 incremented by the values of the prepaid card.
773 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
774 check or set this customer's I<agentnum>.
776 If there is an error, returns the error, otherwise returns false.
782 my( $self, $prepay_credit, %opt ) = @_;
784 local $SIG{HUP} = 'IGNORE';
785 local $SIG{INT} = 'IGNORE';
786 local $SIG{QUIT} = 'IGNORE';
787 local $SIG{TERM} = 'IGNORE';
788 local $SIG{TSTP} = 'IGNORE';
789 local $SIG{PIPE} = 'IGNORE';
791 my $oldAutoCommit = $FS::UID::AutoCommit;
792 local $FS::UID::AutoCommit = 0;
795 unless ( ref($prepay_credit) ) {
797 my $identifier = $prepay_credit;
799 $prepay_credit = qsearchs(
801 { 'identifier' => $identifier },
806 unless ( $prepay_credit ) {
807 $dbh->rollback if $oldAutoCommit;
808 return "Invalid prepaid card: ". $identifier;
813 if ( $prepay_credit->agentnum ) {
814 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
815 $dbh->rollback if $oldAutoCommit;
816 return "prepaid card not valid for agent ". $self->agentnum;
818 $self->agentnum($prepay_credit->agentnum);
821 my $error = $prepay_credit->delete;
823 $dbh->rollback if $oldAutoCommit;
824 return "removing prepay_credit (transaction rolled back): $error";
827 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
828 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
830 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
835 =item increment_upbytes SECONDS
837 Updates this customer's single or primary account (see L<FS::svc_acct>) by
838 the specified number of upbytes. If there is an error, returns the error,
839 otherwise returns false.
843 sub increment_upbytes {
844 _increment_column( shift, 'upbytes', @_);
847 =item increment_downbytes SECONDS
849 Updates this customer's single or primary account (see L<FS::svc_acct>) by
850 the specified number of downbytes. If there is an error, returns the error,
851 otherwise returns false.
855 sub increment_downbytes {
856 _increment_column( shift, 'downbytes', @_);
859 =item increment_totalbytes SECONDS
861 Updates this customer's single or primary account (see L<FS::svc_acct>) by
862 the specified number of totalbytes. If there is an error, returns the error,
863 otherwise returns false.
867 sub increment_totalbytes {
868 _increment_column( shift, 'totalbytes', @_);
871 =item increment_seconds SECONDS
873 Updates this customer's single or primary account (see L<FS::svc_acct>) by
874 the specified number of seconds. If there is an error, returns the error,
875 otherwise returns false.
879 sub increment_seconds {
880 _increment_column( shift, 'seconds', @_);
883 =item _increment_column AMOUNT
885 Updates this customer's single or primary account (see L<FS::svc_acct>) by
886 the specified number of seconds or bytes. If there is an error, returns
887 the error, otherwise returns false.
891 sub _increment_column {
892 my( $self, $column, $amount ) = @_;
893 warn "$me increment_column called: $column, $amount\n"
896 return '' unless $amount;
898 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
899 $self->ncancelled_pkgs;
902 return 'No packages with primary or single services found'.
903 ' to apply pre-paid time';
904 } elsif ( scalar(@cust_pkg) > 1 ) {
905 #maybe have a way to specify the package/account?
906 return 'Multiple packages found to apply pre-paid time';
909 my $cust_pkg = $cust_pkg[0];
910 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
914 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
917 return 'No account found to apply pre-paid time';
918 } elsif ( scalar(@cust_svc) > 1 ) {
919 return 'Multiple accounts found to apply pre-paid time';
922 my $svc_acct = $cust_svc[0]->svc_x;
923 warn " found service svcnum ". $svc_acct->pkgnum.
924 ' ('. $svc_acct->email. ")\n"
927 $column = "increment_$column";
928 $svc_acct->$column($amount);
932 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
934 Inserts a prepayment in the specified amount for this customer. An optional
935 second argument can specify the prepayment identifier for tracking purposes.
936 If there is an error, returns the error, otherwise returns false.
940 sub insert_cust_pay_prepay {
941 shift->insert_cust_pay('PREP', @_);
944 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
946 Inserts a cash payment in the specified amount for this customer. An optional
947 second argument can specify the payment identifier for tracking purposes.
948 If there is an error, returns the error, otherwise returns false.
952 sub insert_cust_pay_cash {
953 shift->insert_cust_pay('CASH', @_);
956 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
958 Inserts a Western Union payment in the specified amount for this customer. An
959 optional second argument can specify the prepayment identifier for tracking
960 purposes. If there is an error, returns the error, otherwise returns false.
964 sub insert_cust_pay_west {
965 shift->insert_cust_pay('WEST', @_);
968 sub insert_cust_pay {
969 my( $self, $payby, $amount ) = splice(@_, 0, 3);
970 my $payinfo = scalar(@_) ? shift : '';
972 my $cust_pay = new FS::cust_pay {
973 'custnum' => $self->custnum,
974 'paid' => sprintf('%.2f', $amount),
975 #'_date' => #date the prepaid card was purchased???
977 'payinfo' => $payinfo,
985 This method is deprecated. See the I<depend_jobnum> option to the insert and
986 order_pkgs methods for a better way to defer provisioning.
988 Re-schedules all exports by calling the B<reexport> method of all associated
989 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
990 otherwise returns false.
997 carp "WARNING: FS::cust_main::reexport is deprectated; ".
998 "use the depend_jobnum option to insert or order_pkgs to delay export";
1000 local $SIG{HUP} = 'IGNORE';
1001 local $SIG{INT} = 'IGNORE';
1002 local $SIG{QUIT} = 'IGNORE';
1003 local $SIG{TERM} = 'IGNORE';
1004 local $SIG{TSTP} = 'IGNORE';
1005 local $SIG{PIPE} = 'IGNORE';
1007 my $oldAutoCommit = $FS::UID::AutoCommit;
1008 local $FS::UID::AutoCommit = 0;
1011 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1012 my $error = $cust_pkg->reexport;
1014 $dbh->rollback if $oldAutoCommit;
1019 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1024 =item delete [ OPTION => VALUE ... ]
1026 This deletes the customer. If there is an error, returns the error, otherwise
1029 This will completely remove all traces of the customer record. This is not
1030 what you want when a customer cancels service; for that, cancel all of the
1031 customer's packages (see L</cancel>).
1033 If the customer has any uncancelled packages, you need to pass a new (valid)
1034 customer number for those packages to be transferred to, as the "new_customer"
1035 option. Cancelled packages will be deleted. Did I mention that this is NOT
1036 what you want when a customer cancels service and that you really should be
1037 looking at L<FS::cust_pkg/cancel>?
1039 You can't delete a customer with invoices (see L<FS::cust_bill>),
1040 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1041 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1042 set the "delete_financials" option to a true value.
1047 my( $self, %opt ) = @_;
1049 local $SIG{HUP} = 'IGNORE';
1050 local $SIG{INT} = 'IGNORE';
1051 local $SIG{QUIT} = 'IGNORE';
1052 local $SIG{TERM} = 'IGNORE';
1053 local $SIG{TSTP} = 'IGNORE';
1054 local $SIG{PIPE} = 'IGNORE';
1056 my $oldAutoCommit = $FS::UID::AutoCommit;
1057 local $FS::UID::AutoCommit = 0;
1060 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1061 $dbh->rollback if $oldAutoCommit;
1062 return "Can't delete a master agent customer";
1065 #use FS::access_user
1066 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1067 $dbh->rollback if $oldAutoCommit;
1068 return "Can't delete a master employee customer";
1071 tie my %financial_tables, 'Tie::IxHash',
1072 'cust_bill' => 'invoices',
1073 'cust_statement' => 'statements',
1074 'cust_credit' => 'credits',
1075 'cust_pay' => 'payments',
1076 'cust_refund' => 'refunds',
1079 foreach my $table ( keys %financial_tables ) {
1081 my @records = $self->$table();
1083 if ( @records && ! $opt{'delete_financials'} ) {
1084 $dbh->rollback if $oldAutoCommit;
1085 return "Can't delete a customer with ". $financial_tables{$table};
1088 foreach my $record ( @records ) {
1089 my $error = $record->delete;
1091 $dbh->rollback if $oldAutoCommit;
1092 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1098 my @cust_pkg = $self->ncancelled_pkgs;
1100 my $new_custnum = $opt{'new_custnum'};
1101 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1102 $dbh->rollback if $oldAutoCommit;
1103 return "Invalid new customer number: $new_custnum";
1105 foreach my $cust_pkg ( @cust_pkg ) {
1106 my %hash = $cust_pkg->hash;
1107 $hash{'custnum'} = $new_custnum;
1108 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1109 my $error = $new_cust_pkg->replace($cust_pkg,
1110 options => { $cust_pkg->options },
1113 $dbh->rollback if $oldAutoCommit;
1118 my @cancelled_cust_pkg = $self->all_pkgs;
1119 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1120 my $error = $cust_pkg->delete;
1122 $dbh->rollback if $oldAutoCommit;
1127 #cust_tax_adjustment in financials?
1128 #cust_pay_pending? ouch
1130 foreach my $table (qw(
1131 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1132 cust_location cust_main_note cust_tax_adjustment
1133 cust_pay_void cust_pay_batch queue cust_tax_exempt
1135 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1136 my $error = $record->delete;
1138 $dbh->rollback if $oldAutoCommit;
1144 my $sth = $dbh->prepare(
1145 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1147 my $errstr = $dbh->errstr;
1148 $dbh->rollback if $oldAutoCommit;
1151 $sth->execute($self->custnum) or do {
1152 my $errstr = $sth->errstr;
1153 $dbh->rollback if $oldAutoCommit;
1159 my $ticket_dbh = '';
1160 if ($conf->config('ticket_system') eq 'RT_Internal') {
1162 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1163 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1164 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1165 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1168 if ( $ticket_dbh ) {
1170 my $ticket_sth = $ticket_dbh->prepare(
1171 'DELETE FROM Links WHERE Target = ?'
1173 my $errstr = $ticket_dbh->errstr;
1174 $dbh->rollback if $oldAutoCommit;
1177 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1179 my $errstr = $ticket_sth->errstr;
1180 $dbh->rollback if $oldAutoCommit;
1184 #check and see if the customer is the only link on the ticket, and
1185 #if so, set the ticket to deleted status in RT?
1186 #maybe someday, for now this will at least fix tickets not displaying
1190 #delete the customer record
1192 my $error = $self->SUPER::delete;
1194 $dbh->rollback if $oldAutoCommit;
1198 # cust_main exports!
1200 #my $export_args = $options{'export_args'} || [];
1203 map qsearch( 'part_export', {exportnum=>$_} ),
1204 $conf->config('cust_main-exports'); #, $agentnum
1206 foreach my $part_export ( @part_export ) {
1207 my $error = $part_export->export_delete( $self ); #, @$export_args);
1209 $dbh->rollback if $oldAutoCommit;
1210 return "exporting to ". $part_export->exporttype.
1211 " (transaction rolled back): $error";
1215 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1220 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1222 This merges this customer into the provided new custnum, and then deletes the
1223 customer. If there is an error, returns the error, otherwise returns false.
1225 The source customer's name, company name, phone numbers, agent,
1226 referring customer, customer class, advertising source, order taker, and
1227 billing information (except balance) are discarded.
1229 All packages are moved to the target customer. Packages with package locations
1230 are preserved. Packages without package locations are moved to a new package
1231 location with the source customer's service/shipping address.
1233 All invoices, statements, payments, credits and refunds are moved to the target
1234 customer. The source customer's balance is added to the target customer.
1236 All notes, attachments, tickets and customer tags are moved to the target
1239 Change history is not currently moved.
1244 my( $self, $new_custnum, %opt ) = @_;
1246 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1248 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1249 or return "Invalid new customer number: $new_custnum";
1251 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1252 if $self->agentnum != $new_cust_main->agentnum
1253 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1255 local $SIG{HUP} = 'IGNORE';
1256 local $SIG{INT} = 'IGNORE';
1257 local $SIG{QUIT} = 'IGNORE';
1258 local $SIG{TERM} = 'IGNORE';
1259 local $SIG{TSTP} = 'IGNORE';
1260 local $SIG{PIPE} = 'IGNORE';
1262 my $oldAutoCommit = $FS::UID::AutoCommit;
1263 local $FS::UID::AutoCommit = 0;
1266 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't merge a master agent customer";
1271 #use FS::access_user
1272 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1273 $dbh->rollback if $oldAutoCommit;
1274 return "Can't merge a master employee customer";
1277 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1278 'status' => { op=>'!=', value=>'done' },
1282 $dbh->rollback if $oldAutoCommit;
1283 return "Can't merge a customer with pending payments";
1286 tie my %financial_tables, 'Tie::IxHash',
1287 'cust_bill' => 'invoices',
1288 'cust_bill_void' => 'voided invoices',
1289 'cust_statement' => 'statements',
1290 'cust_credit' => 'credits',
1291 'cust_pay' => 'payments',
1292 'cust_pay_void' => 'voided payments',
1293 'cust_refund' => 'refunds',
1296 foreach my $table ( keys %financial_tables ) {
1298 my @records = $self->$table();
1300 foreach my $record ( @records ) {
1301 $record->custnum($new_custnum);
1302 my $error = $record->replace;
1304 $dbh->rollback if $oldAutoCommit;
1305 return "Error merging ". $financial_tables{$table}. ": $error\n";
1311 my $name = $self->ship_name; #?
1313 my $locationnum = '';
1314 foreach my $cust_pkg ( $self->all_pkgs ) {
1315 $cust_pkg->custnum($new_custnum);
1317 unless ( $cust_pkg->locationnum ) {
1318 unless ( $locationnum ) {
1319 my $cust_location = new FS::cust_location {
1320 $self->location_hash,
1321 'custnum' => $new_custnum,
1323 my $error = $cust_location->insert;
1325 $dbh->rollback if $oldAutoCommit;
1328 $locationnum = $cust_location->locationnum;
1330 $cust_pkg->locationnum($locationnum);
1333 my $error = $cust_pkg->replace;
1335 $dbh->rollback if $oldAutoCommit;
1339 # add customer (ship) name to svc_phone.phone_name if blank
1340 my @cust_svc = $cust_pkg->cust_svc;
1341 foreach my $cust_svc (@cust_svc) {
1342 my($label, $value, $svcdb) = $cust_svc->label;
1343 next unless $svcdb eq 'svc_phone';
1344 my $svc_phone = $cust_svc->svc_x;
1345 next if $svc_phone->phone_name;
1346 $svc_phone->phone_name($name);
1347 my $error = $svc_phone->replace;
1349 $dbh->rollback if $oldAutoCommit;
1357 # cust_tax_exempt (texas tax exemptions)
1358 # cust_recon (some sort of not-well understood thing for OnPac)
1360 #these are moved over
1361 foreach my $table (qw(
1362 cust_tag cust_location contact cust_attachment cust_main_note
1363 cust_tax_adjustment cust_pay_batch queue
1365 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1366 $record->custnum($new_custnum);
1367 my $error = $record->replace;
1369 $dbh->rollback if $oldAutoCommit;
1375 #these aren't preserved
1376 foreach my $table (qw(
1377 cust_main_exemption cust_main_invoice
1379 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1380 my $error = $record->delete;
1382 $dbh->rollback if $oldAutoCommit;
1389 my $sth = $dbh->prepare(
1390 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1392 my $errstr = $dbh->errstr;
1393 $dbh->rollback if $oldAutoCommit;
1396 $sth->execute($new_custnum, $self->custnum) or do {
1397 my $errstr = $sth->errstr;
1398 $dbh->rollback if $oldAutoCommit;
1404 my $ticket_dbh = '';
1405 if ($conf->config('ticket_system') eq 'RT_Internal') {
1407 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1408 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1409 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1410 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1413 if ( $ticket_dbh ) {
1415 my $ticket_sth = $ticket_dbh->prepare(
1416 'UPDATE Links SET Target = ? WHERE Target = ?'
1418 my $errstr = $ticket_dbh->errstr;
1419 $dbh->rollback if $oldAutoCommit;
1422 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1423 'freeside://freeside/cust_main/'.$self->custnum)
1425 my $errstr = $ticket_sth->errstr;
1426 $dbh->rollback if $oldAutoCommit;
1432 #delete the customer record
1434 my $error = $self->delete;
1436 $dbh->rollback if $oldAutoCommit;
1440 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1445 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1447 Replaces the OLD_RECORD with this one in the database. If there is an error,
1448 returns the error, otherwise returns false.
1450 To change the customer's address, set the pseudo-fields C<bill_location> and
1451 C<ship_location>. The address will still only change if at least one of the
1452 address fields differs from the existing values.
1454 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1455 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1456 expected and rollback the entire transaction; it is not necessary to call
1457 check_invoicing_list first. Here's an example:
1459 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1461 Currently available options are: I<tax_exemption>.
1463 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1464 of tax names and exemption numbers. FS::cust_main_exemption records will be
1465 deleted and inserted as appropriate.
1472 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1474 : $self->replace_old;
1478 warn "$me replace called\n"
1481 my $curuser = $FS::CurrentUser::CurrentUser;
1482 if ( $self->payby eq 'COMP'
1483 && $self->payby ne $old->payby
1484 && ! $curuser->access_right('Complimentary customer')
1487 return "You are not permitted to create complimentary accounts.";
1490 # should be unnecessary--geocode will default to null on new locations
1491 #if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1492 # && $conf->exists('enable_taxproducts')
1495 # my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1497 # $self->set('geocode', '')
1498 # if $old->get($pre.'zip') ne $self->get($pre.'zip')
1499 # && length($self->get($pre.'zip')) >= 10;
1502 # set_coord/coord_auto stuff is now handled by cust_location
1504 local($ignore_expired_card) = 1
1505 if $old->payby =~ /^(CARD|DCRD)$/
1506 && $self->payby =~ /^(CARD|DCRD)$/
1507 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1509 local($ignore_banned_card) = 1
1510 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1511 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1512 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1514 return "Invoicing locale is required"
1517 && $conf->exists('cust_main-require_locale');
1519 local $SIG{HUP} = 'IGNORE';
1520 local $SIG{INT} = 'IGNORE';
1521 local $SIG{QUIT} = 'IGNORE';
1522 local $SIG{TERM} = 'IGNORE';
1523 local $SIG{TSTP} = 'IGNORE';
1524 local $SIG{PIPE} = 'IGNORE';
1526 my $oldAutoCommit = $FS::UID::AutoCommit;
1527 local $FS::UID::AutoCommit = 0;
1530 for my $l (qw(bill_location ship_location)) {
1531 my $old_loc = $old->$l;
1532 my $new_loc = $self->$l;
1534 if ( !$new_loc->locationnum ) {
1536 # If the new location is all empty fields, or if it's identical to
1537 # the old location in all fields, don't replace.
1538 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1540 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1542 if ( @unlike or $old_loc->disabled ) {
1543 warn " changed $l fields: ".join(',',@unlike)."\n"
1545 $new_loc->set(custnum => $self->custnum);
1547 # insert it--the old location will be disabled later
1548 my $error = $new_loc->insert;
1550 $dbh->rollback if $oldAutoCommit;
1555 # no fields have changed and $old_loc isn't disabled, so don't change it
1560 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1561 $dbh->rollback if $oldAutoCommit;
1562 return "$l belongs to customer ".$new_loc->custnum;
1564 # else the new location belongs to this customer so we're good
1566 # set the foo_locationnum now that we have one.
1567 $self->set($l.'num', $new_loc->locationnum);
1571 my $error = $self->SUPER::replace($old);
1574 $dbh->rollback if $oldAutoCommit;
1578 # now move packages to the new service location
1579 $self->set('ship_location', ''); #flush cache
1580 if ( $old->ship_locationnum and # should only be null during upgrade...
1581 $old->ship_locationnum != $self->ship_locationnum ) {
1582 $error = $old->ship_location->move_to($self->ship_location);
1584 $dbh->rollback if $oldAutoCommit;
1588 # don't move packages based on the billing location, but
1589 # disable it if it's no longer in use
1590 if ( $old->bill_locationnum and
1591 $old->bill_locationnum != $self->bill_locationnum ) {
1592 $error = $old->bill_location->disable_if_unused;
1594 $dbh->rollback if $oldAutoCommit;
1599 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1600 my $invoicing_list = shift @param;
1601 $error = $self->check_invoicing_list( $invoicing_list );
1603 $dbh->rollback if $oldAutoCommit;
1606 $self->invoicing_list( $invoicing_list );
1609 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1611 #this could be more efficient than deleting and re-inserting, if it matters
1612 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1613 my $error = $cust_tag->delete;
1615 $dbh->rollback if $oldAutoCommit;
1619 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1620 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1621 'custnum' => $self->custnum };
1622 my $error = $cust_tag->insert;
1624 $dbh->rollback if $oldAutoCommit;
1631 my %options = @param;
1633 my $tax_exemption = delete $options{'tax_exemption'};
1634 if ( $tax_exemption ) {
1636 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1637 if ref($tax_exemption) eq 'ARRAY';
1639 my %cust_main_exemption =
1640 map { $_->taxname => $_ }
1641 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1643 foreach my $taxname ( keys %$tax_exemption ) {
1645 if ( $cust_main_exemption{$taxname} &&
1646 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1649 delete $cust_main_exemption{$taxname};
1653 my $cust_main_exemption = new FS::cust_main_exemption {
1654 'custnum' => $self->custnum,
1655 'taxname' => $taxname,
1656 'exempt_number' => $tax_exemption->{$taxname},
1658 my $error = $cust_main_exemption->insert;
1660 $dbh->rollback if $oldAutoCommit;
1661 return "inserting cust_main_exemption (transaction rolled back): $error";
1665 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1666 my $error = $cust_main_exemption->delete;
1668 $dbh->rollback if $oldAutoCommit;
1669 return "deleting cust_main_exemption (transaction rolled back): $error";
1675 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1676 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1677 && $self->get('payinfo') !~ /^99\d{14}$/
1679 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1684 # card/check/lec info has changed, want to retry realtime_ invoice events
1685 my $error = $self->retry_realtime;
1687 $dbh->rollback if $oldAutoCommit;
1692 unless ( $import || $skip_fuzzyfiles ) {
1693 $error = $self->queue_fuzzyfiles_update;
1695 $dbh->rollback if $oldAutoCommit;
1696 return "updating fuzzy search cache: $error";
1700 # tax district update in cust_location
1702 # cust_main exports!
1704 my $export_args = $options{'export_args'} || [];
1707 map qsearch( 'part_export', {exportnum=>$_} ),
1708 $conf->config('cust_main-exports'); #, $agentnum
1710 foreach my $part_export ( @part_export ) {
1711 my $error = $part_export->export_replace( $self, $old, @$export_args);
1713 $dbh->rollback if $oldAutoCommit;
1714 return "exporting to ". $part_export->exporttype.
1715 " (transaction rolled back): $error";
1719 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1724 =item queue_fuzzyfiles_update
1726 Used by insert & replace to update the fuzzy search cache
1730 use FS::cust_main::Search;
1731 sub queue_fuzzyfiles_update {
1734 local $SIG{HUP} = 'IGNORE';
1735 local $SIG{INT} = 'IGNORE';
1736 local $SIG{QUIT} = 'IGNORE';
1737 local $SIG{TERM} = 'IGNORE';
1738 local $SIG{TSTP} = 'IGNORE';
1739 local $SIG{PIPE} = 'IGNORE';
1741 my $oldAutoCommit = $FS::UID::AutoCommit;
1742 local $FS::UID::AutoCommit = 0;
1745 my @locations = $self->bill_location;
1746 push @locations, $self->ship_location if $self->has_ship_address;
1747 foreach my $location (@locations) {
1748 my $queue = new FS::queue {
1749 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1751 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1752 my $error = $queue->insert( @args );
1754 $dbh->rollback if $oldAutoCommit;
1755 return "queueing job (transaction rolled back): $error";
1759 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1766 Checks all fields to make sure this is a valid customer record. If there is
1767 an error, returns the error, otherwise returns false. Called by the insert
1768 and replace methods.
1775 warn "$me check BEFORE: \n". $self->_dump
1779 $self->ut_numbern('custnum')
1780 || $self->ut_number('agentnum')
1781 || $self->ut_textn('agent_custid')
1782 || $self->ut_number('refnum')
1783 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1784 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1785 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1786 || $self->ut_textn('custbatch')
1787 || $self->ut_name('last')
1788 || $self->ut_name('first')
1789 || $self->ut_snumbern('signupdate')
1790 || $self->ut_snumbern('birthdate')
1791 || $self->ut_snumbern('spouse_birthdate')
1792 || $self->ut_snumbern('anniversary_date')
1793 || $self->ut_textn('company')
1794 || $self->ut_anything('comments')
1795 || $self->ut_numbern('referral_custnum')
1796 || $self->ut_textn('stateid')
1797 || $self->ut_textn('stateid_state')
1798 || $self->ut_textn('invoice_terms')
1799 || $self->ut_floatn('cdr_termination_percentage')
1800 || $self->ut_floatn('credit_limit')
1801 || $self->ut_numbern('billday')
1802 || $self->ut_numbern('prorate_day')
1803 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1804 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1805 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1806 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1809 #barf. need message catalogs. i18n. etc.
1810 $error .= "Please select an advertising source."
1811 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1812 return $error if $error;
1814 return "Unknown agent"
1815 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1817 return "Unknown refnum"
1818 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1820 return "Unknown referring custnum: ". $self->referral_custnum
1821 unless ! $self->referral_custnum
1822 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1824 if ( $self->ss eq '' ) {
1829 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1830 or return "Illegal social security number: ". $self->ss;
1831 $self->ss("$1-$2-$3");
1834 # cust_main_county verification now handled by cust_location check
1837 $self->ut_phonen('daytime', $self->country)
1838 || $self->ut_phonen('night', $self->country)
1839 || $self->ut_phonen('fax', $self->country)
1840 || $self->ut_phonen('mobile', $self->country)
1842 return $error if $error;
1844 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1846 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1849 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1851 : FS::Msgcat::_gettext('daytime');
1852 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1854 : FS::Msgcat::_gettext('night');
1856 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1858 : FS::Msgcat::_gettext('mobile');
1860 return "$daytime_label, $night_label or $mobile_label is required"
1864 #ship_ fields are gone
1866 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1867 # or return "Illegal payby: ". $self->payby;
1869 FS::payby->can_payby($self->table, $self->payby)
1870 or return "Illegal payby: ". $self->payby;
1872 $error = $self->ut_numbern('paystart_month')
1873 || $self->ut_numbern('paystart_year')
1874 || $self->ut_numbern('payissue')
1875 || $self->ut_textn('paytype')
1877 return $error if $error;
1879 if ( $self->payip eq '' ) {
1882 $error = $self->ut_ip('payip');
1883 return $error if $error;
1886 # If it is encrypted and the private key is not availaible then we can't
1887 # check the credit card.
1888 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1890 # Need some kind of global flag to accept invalid cards, for testing
1892 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1894 my $payinfo = $self->payinfo;
1895 $payinfo =~ s/\D//g;
1896 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1897 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1899 $self->payinfo($payinfo);
1901 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1903 return gettext('unknown_card_type')
1904 if $self->payinfo !~ /^99\d{14}$/ #token
1905 && cardtype($self->payinfo) eq "Unknown";
1907 unless ( $ignore_banned_card ) {
1908 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1910 if ( $ban->bantype eq 'warn' ) {
1911 #or others depending on value of $ban->reason ?
1912 return '_duplicate_card'.
1913 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1914 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1915 ' (ban# '. $ban->bannum. ')'
1916 unless $self->override_ban_warn;
1918 return 'Banned credit card: banned on '.
1919 time2str('%a %h %o at %r', $ban->_date).
1920 ' by '. $ban->otaker.
1921 ' (ban# '. $ban->bannum. ')';
1926 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1927 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1928 $self->paycvv =~ /^(\d{4})$/
1929 or return "CVV2 (CID) for American Express cards is four digits.";
1932 $self->paycvv =~ /^(\d{3})$/
1933 or return "CVV2 (CVC2/CID) is three digits.";
1940 my $cardtype = cardtype($payinfo);
1941 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1943 return "Start date or issue number is required for $cardtype cards"
1944 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1946 return "Start month must be between 1 and 12"
1947 if $self->paystart_month
1948 and $self->paystart_month < 1 || $self->paystart_month > 12;
1950 return "Start year must be 1990 or later"
1951 if $self->paystart_year
1952 and $self->paystart_year < 1990;
1954 return "Issue number must be beween 1 and 99"
1956 and $self->payissue < 1 || $self->payissue > 99;
1959 $self->paystart_month('');
1960 $self->paystart_year('');
1961 $self->payissue('');
1964 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1966 my $payinfo = $self->payinfo;
1967 $payinfo =~ s/[^\d\@\.]//g;
1968 if ( $conf->config('echeck-country') eq 'CA' ) {
1969 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1970 or return 'invalid echeck account@branch.bank';
1971 $payinfo = "$1\@$2.$3";
1972 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1973 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1974 $payinfo = "$1\@$2";
1976 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1977 $payinfo = "$1\@$2";
1979 $self->payinfo($payinfo);
1982 unless ( $ignore_banned_card ) {
1983 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1985 if ( $ban->bantype eq 'warn' ) {
1986 #or others depending on value of $ban->reason ?
1987 return '_duplicate_ach' unless $self->override_ban_warn;
1989 return 'Banned ACH account: banned on '.
1990 time2str('%a %h %o at %r', $ban->_date).
1991 ' by '. $ban->otaker.
1992 ' (ban# '. $ban->bannum. ')';
1997 } elsif ( $self->payby eq 'LECB' ) {
1999 my $payinfo = $self->payinfo;
2000 $payinfo =~ s/\D//g;
2001 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2003 $self->payinfo($payinfo);
2006 } elsif ( $self->payby eq 'BILL' ) {
2008 $error = $self->ut_textn('payinfo');
2009 return "Illegal P.O. number: ". $self->payinfo if $error;
2012 } elsif ( $self->payby eq 'COMP' ) {
2014 my $curuser = $FS::CurrentUser::CurrentUser;
2015 if ( ! $self->custnum
2016 && ! $curuser->access_right('Complimentary customer')
2019 return "You are not permitted to create complimentary accounts."
2022 $error = $self->ut_textn('payinfo');
2023 return "Illegal comp account issuer: ". $self->payinfo if $error;
2026 } elsif ( $self->payby eq 'PREPAY' ) {
2028 my $payinfo = $self->payinfo;
2029 $payinfo =~ s/\W//g; #anything else would just confuse things
2030 $self->payinfo($payinfo);
2031 $error = $self->ut_alpha('payinfo');
2032 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2033 return "Unknown prepayment identifier"
2034 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2039 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2040 return "Expiration date required"
2041 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2045 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2046 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2047 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2048 ( $m, $y ) = ( $2, "19$1" );
2049 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2050 ( $m, $y ) = ( $3, "20$2" );
2052 return "Illegal expiration date: ". $self->paydate;
2054 $m = sprintf('%02d',$m);
2055 $self->paydate("$y-$m-01");
2056 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2057 return gettext('expired_card')
2059 && !$ignore_expired_card
2060 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2063 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2064 ( ! $conf->exists('require_cardname')
2065 || $self->payby !~ /^(CARD|DCRD)$/ )
2067 $self->payname( $self->first. " ". $self->getfield('last') );
2069 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2070 or return gettext('illegal_name'). " payname: ". $self->payname;
2074 return "Please select an invoicing locale"
2077 && $conf->exists('cust_main-require_locale');
2079 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2080 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2084 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2086 warn "$me check AFTER: \n". $self->_dump
2089 $self->SUPER::check;
2094 Returns a list of fields which have ship_ duplicates.
2099 qw( last first company
2100 address1 address2 city county state zip country
2102 daytime night fax mobile
2106 =item has_ship_address
2108 Returns true if this customer record has a separate shipping address.
2112 sub has_ship_address {
2114 $self->bill_locationnum != $self->ship_locationnum;
2119 Returns a list of key/value pairs, with the following keys: address1,
2120 adddress2, city, county, state, zip, country, district, and geocode. The
2121 shipping address is used if present.
2127 $self->ship_location->location_hash;
2132 Returns all locations (see L<FS::cust_location>) for this customer.
2138 qsearch('cust_location', { 'custnum' => $self->custnum,
2139 'prospectnum' => '' } );
2144 Returns all contacts (see L<FS::contact>) for this customer.
2148 #already used :/ sub contact {
2151 qsearch('contact', { 'custnum' => $self->custnum } );
2156 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2157 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2158 on success or a list of errors.
2164 grep { $_->unsuspend } $self->suspended_pkgs;
2169 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2171 Returns a list: an empty list on success or a list of errors.
2177 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2180 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2182 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2183 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2184 of a list of pkgparts; the hashref has the following keys:
2188 =item pkgparts - listref of pkgparts
2190 =item (other options are passed to the suspend method)
2195 Returns a list: an empty list on success or a list of errors.
2199 sub suspend_if_pkgpart {
2201 my (@pkgparts, %opt);
2202 if (ref($_[0]) eq 'HASH'){
2203 @pkgparts = @{$_[0]{pkgparts}};
2208 grep { $_->suspend(%opt) }
2209 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2210 $self->unsuspended_pkgs;
2213 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2215 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2216 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2217 instead of a list of pkgparts; the hashref has the following keys:
2221 =item pkgparts - listref of pkgparts
2223 =item (other options are passed to the suspend method)
2227 Returns a list: an empty list on success or a list of errors.
2231 sub suspend_unless_pkgpart {
2233 my (@pkgparts, %opt);
2234 if (ref($_[0]) eq 'HASH'){
2235 @pkgparts = @{$_[0]{pkgparts}};
2240 grep { $_->suspend(%opt) }
2241 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2242 $self->unsuspended_pkgs;
2245 =item cancel [ OPTION => VALUE ... ]
2247 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2249 Available options are:
2253 =item quiet - can be set true to supress email cancellation notices.
2255 =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.
2257 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2259 =item nobill - can be set true to skip billing if it might otherwise be done.
2263 Always returns a list: an empty list on success or a list of errors.
2267 # nb that dates are not specified as valid options to this method
2270 my( $self, %opt ) = @_;
2272 warn "$me cancel called on customer ". $self->custnum. " with options ".
2273 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2276 return ( 'access denied' )
2277 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2279 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2281 #should try decryption (we might have the private key)
2282 # and if not maybe queue a job for the server that does?
2283 return ( "Can't (yet) ban encrypted credit cards" )
2284 if $self->is_encrypted($self->payinfo);
2286 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2287 my $error = $ban->insert;
2288 return ( $error ) if $error;
2292 my @pkgs = $self->ncancelled_pkgs;
2294 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2296 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2297 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2301 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2302 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2305 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2308 sub _banned_pay_hashref {
2319 'payby' => $payby2ban{$self->payby},
2320 'payinfo' => $self->payinfo,
2321 #don't ever *search* on reason! #'reason' =>
2325 sub _new_banned_pay_hashref {
2327 my $hr = $self->_banned_pay_hashref;
2328 $hr->{payinfo} = md5_base64($hr->{payinfo});
2334 Returns all notes (see L<FS::cust_main_note>) for this customer.
2339 my($self,$orderby_classnum) = (shift,shift);
2340 my $orderby = "_DATE DESC";
2341 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2342 qsearch( 'cust_main_note',
2343 { 'custnum' => $self->custnum },
2345 "ORDER BY $orderby",
2351 Returns the agent (see L<FS::agent>) for this customer.
2357 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2362 Returns the agent name (see L<FS::agent>) for this customer.
2368 $self->agent->agent;
2373 Returns any tags associated with this customer, as FS::cust_tag objects,
2374 or an empty list if there are no tags.
2380 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2385 Returns any tags associated with this customer, as FS::part_tag objects,
2386 or an empty list if there are no tags.
2392 map $_->part_tag, $self->cust_tag;
2398 Returns the customer class, as an FS::cust_class object, or the empty string
2399 if there is no customer class.
2405 if ( $self->classnum ) {
2406 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2414 Returns the customer category name, or the empty string if there is no customer
2421 my $cust_class = $self->cust_class;
2423 ? $cust_class->categoryname
2429 Returns the customer class name, or the empty string if there is no customer
2436 my $cust_class = $self->cust_class;
2438 ? $cust_class->classname
2442 =item BILLING METHODS
2444 Documentation on billing methods has been moved to
2445 L<FS::cust_main::Billing>.
2447 =item REALTIME BILLING METHODS
2449 Documentation on realtime billing methods has been moved to
2450 L<FS::cust_main::Billing_Realtime>.
2454 Removes the I<paycvv> field from the database directly.
2456 If there is an error, returns the error, otherwise returns false.
2462 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2463 or return dbh->errstr;
2464 $sth->execute($self->custnum)
2465 or return $sth->errstr;
2470 =item batch_card OPTION => VALUE...
2472 Adds a payment for this invoice to the pending credit card batch (see
2473 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2474 runs the payment using a realtime gateway.
2476 Options may include:
2478 B<amount>: the amount to be paid; defaults to the customer's balance minus
2479 any payments in transit.
2481 B<payby>: the payment method; defaults to cust_main.payby
2483 B<realtime>: runs this as a realtime payment instead of adding it to a
2486 B<invnum>: sets cust_pay_batch.invnum.
2488 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2489 the billing address for the payment; defaults to the customer's billing
2492 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2493 date, and name; defaults to those fields in cust_main.
2498 my ($self, %options) = @_;
2501 if (exists($options{amount})) {
2502 $amount = $options{amount};
2504 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2506 return '' unless $amount > 0;
2508 my $invnum = delete $options{invnum};
2509 my $payby = $options{payby} || $self->payby; #still dubious
2511 if ($options{'realtime'}) {
2512 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2518 my $oldAutoCommit = $FS::UID::AutoCommit;
2519 local $FS::UID::AutoCommit = 0;
2522 #this needs to handle mysql as well as Pg, like svc_acct.pm
2523 #(make it into a common function if folks need to do batching with mysql)
2524 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2525 or return "Cannot lock pay_batch: " . $dbh->errstr;
2529 'payby' => FS::payby->payby2payment($payby),
2531 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2533 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2535 unless ( $pay_batch ) {
2536 $pay_batch = new FS::pay_batch \%pay_batch;
2537 my $error = $pay_batch->insert;
2539 $dbh->rollback if $oldAutoCommit;
2540 die "error creating new batch: $error\n";
2544 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2545 'batchnum' => $pay_batch->batchnum,
2546 'custnum' => $self->custnum,
2549 foreach (qw( address1 address2 city state zip country latitude longitude
2550 payby payinfo paydate payname ))
2552 $options{$_} = '' unless exists($options{$_});
2555 my $loc = $self->bill_location;
2557 my $cust_pay_batch = new FS::cust_pay_batch ( {
2558 'batchnum' => $pay_batch->batchnum,
2559 'invnum' => $invnum || 0, # is there a better value?
2560 # this field should be
2562 # cust_bill_pay_batch now
2563 'custnum' => $self->custnum,
2564 'last' => $self->getfield('last'),
2565 'first' => $self->getfield('first'),
2566 'address1' => $options{address1} || $loc->address1,
2567 'address2' => $options{address2} || $loc->address2,
2568 'city' => $options{city} || $loc->city,
2569 'state' => $options{state} || $loc->state,
2570 'zip' => $options{zip} || $loc->zip,
2571 'country' => $options{country} || $loc->country,
2572 'payby' => $options{payby} || $self->payby,
2573 'payinfo' => $options{payinfo} || $self->payinfo,
2574 'exp' => $options{paydate} || $self->paydate,
2575 'payname' => $options{payname} || $self->payname,
2576 'amount' => $amount, # consolidating
2579 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2580 if $old_cust_pay_batch;
2583 if ($old_cust_pay_batch) {
2584 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2586 $error = $cust_pay_batch->insert;
2590 $dbh->rollback if $oldAutoCommit;
2594 my $unapplied = $self->total_unapplied_credits
2595 + $self->total_unapplied_payments
2596 + $self->in_transit_payments;
2597 foreach my $cust_bill ($self->open_cust_bill) {
2598 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2599 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2600 'invnum' => $cust_bill->invnum,
2601 'paybatchnum' => $cust_pay_batch->paybatchnum,
2602 'amount' => $cust_bill->owed,
2605 if ($unapplied >= $cust_bill_pay_batch->amount){
2606 $unapplied -= $cust_bill_pay_batch->amount;
2609 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2610 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2612 $error = $cust_bill_pay_batch->insert;
2614 $dbh->rollback if $oldAutoCommit;
2619 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2625 Returns the total owed for this customer on all invoices
2626 (see L<FS::cust_bill/owed>).
2632 $self->total_owed_date(2145859200); #12/31/2037
2635 =item total_owed_date TIME
2637 Returns the total owed for this customer on all invoices with date earlier than
2638 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2639 see L<Time::Local> and L<Date::Parse> for conversion functions.
2643 sub total_owed_date {
2647 my $custnum = $self->custnum;
2649 my $owed_sql = FS::cust_bill->owed_sql;
2652 SELECT SUM($owed_sql) FROM cust_bill
2653 WHERE custnum = $custnum
2657 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2661 =item total_owed_pkgnum PKGNUM
2663 Returns the total owed on all invoices for this customer's specific package
2664 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2668 sub total_owed_pkgnum {
2669 my( $self, $pkgnum ) = @_;
2670 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2673 =item total_owed_date_pkgnum TIME PKGNUM
2675 Returns the total owed for this customer's specific package when using
2676 experimental package balances on all invoices with date earlier than
2677 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2678 see L<Time::Local> and L<Date::Parse> for conversion functions.
2682 sub total_owed_date_pkgnum {
2683 my( $self, $time, $pkgnum ) = @_;
2686 foreach my $cust_bill (
2687 grep { $_->_date <= $time }
2688 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2690 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2692 sprintf( "%.2f", $total_bill );
2698 Returns the total amount of all payments.
2705 $total += $_->paid foreach $self->cust_pay;
2706 sprintf( "%.2f", $total );
2709 =item total_unapplied_credits
2711 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2712 customer. See L<FS::cust_credit/credited>.
2714 =item total_credited
2716 Old name for total_unapplied_credits. Don't use.
2720 sub total_credited {
2721 #carp "total_credited deprecated, use total_unapplied_credits";
2722 shift->total_unapplied_credits(@_);
2725 sub total_unapplied_credits {
2728 my $custnum = $self->custnum;
2730 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2733 SELECT SUM($unapplied_sql) FROM cust_credit
2734 WHERE custnum = $custnum
2737 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2741 =item total_unapplied_credits_pkgnum PKGNUM
2743 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2744 customer. See L<FS::cust_credit/credited>.
2748 sub total_unapplied_credits_pkgnum {
2749 my( $self, $pkgnum ) = @_;
2750 my $total_credit = 0;
2751 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2752 sprintf( "%.2f", $total_credit );
2756 =item total_unapplied_payments
2758 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2759 See L<FS::cust_pay/unapplied>.
2763 sub total_unapplied_payments {
2766 my $custnum = $self->custnum;
2768 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2771 SELECT SUM($unapplied_sql) FROM cust_pay
2772 WHERE custnum = $custnum
2775 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2779 =item total_unapplied_payments_pkgnum PKGNUM
2781 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2782 specific package when using experimental package balances. See
2783 L<FS::cust_pay/unapplied>.
2787 sub total_unapplied_payments_pkgnum {
2788 my( $self, $pkgnum ) = @_;
2789 my $total_unapplied = 0;
2790 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2791 sprintf( "%.2f", $total_unapplied );
2795 =item total_unapplied_refunds
2797 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2798 customer. See L<FS::cust_refund/unapplied>.
2802 sub total_unapplied_refunds {
2804 my $custnum = $self->custnum;
2806 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2809 SELECT SUM($unapplied_sql) FROM cust_refund
2810 WHERE custnum = $custnum
2813 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2819 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2820 total_unapplied_credits minus total_unapplied_payments).
2826 $self->balance_date_range;
2829 =item balance_date TIME
2831 Returns the balance for this customer, only considering invoices with date
2832 earlier than TIME (total_owed_date minus total_credited minus
2833 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2834 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2841 $self->balance_date_range(shift);
2844 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2846 Returns the balance for this customer, optionally considering invoices with
2847 date earlier than START_TIME, and not later than END_TIME
2848 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2850 Times are specified as SQL fragments or numeric
2851 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2852 L<Date::Parse> for conversion functions. The empty string can be passed
2853 to disable that time constraint completely.
2855 Available options are:
2859 =item unapplied_date
2861 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)
2867 sub balance_date_range {
2869 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2870 ') FROM cust_main WHERE custnum='. $self->custnum;
2871 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2874 =item balance_pkgnum PKGNUM
2876 Returns the balance for this customer's specific package when using
2877 experimental package balances (total_owed plus total_unrefunded, minus
2878 total_unapplied_credits minus total_unapplied_payments)
2882 sub balance_pkgnum {
2883 my( $self, $pkgnum ) = @_;
2886 $self->total_owed_pkgnum($pkgnum)
2887 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2888 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2889 - $self->total_unapplied_credits_pkgnum($pkgnum)
2890 - $self->total_unapplied_payments_pkgnum($pkgnum)
2894 =item in_transit_payments
2896 Returns the total of requests for payments for this customer pending in
2897 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2901 sub in_transit_payments {
2903 my $in_transit_payments = 0;
2904 foreach my $pay_batch ( qsearch('pay_batch', {
2907 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2908 'batchnum' => $pay_batch->batchnum,
2909 'custnum' => $self->custnum,
2911 $in_transit_payments += $cust_pay_batch->amount;
2914 sprintf( "%.2f", $in_transit_payments );
2919 Returns a hash of useful information for making a payment.
2929 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2930 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2931 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2935 For credit card transactions:
2947 For electronic check transactions:
2962 $return{balance} = $self->balance;
2964 $return{payname} = $self->payname
2965 || ( $self->first. ' '. $self->get('last') );
2967 $return{$_} = $self->bill_location->$_
2968 for qw(address1 address2 city state zip);
2970 $return{payby} = $self->payby;
2971 $return{stateid_state} = $self->stateid_state;
2973 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2974 $return{card_type} = cardtype($self->payinfo);
2975 $return{payinfo} = $self->paymask;
2977 @return{'month', 'year'} = $self->paydate_monthyear;
2981 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2982 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2983 $return{payinfo1} = $payinfo1;
2984 $return{payinfo2} = $payinfo2;
2985 $return{paytype} = $self->paytype;
2986 $return{paystate} = $self->paystate;
2990 #doubleclick protection
2992 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2998 =item paydate_monthyear
3000 Returns a two-element list consisting of the month and year of this customer's
3001 paydate (credit card expiration date for CARD customers)
3005 sub paydate_monthyear {
3007 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3009 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3018 Returns the exact time in seconds corresponding to the payment method
3019 expiration date. For CARD/DCRD customers this is the end of the month;
3020 for others (COMP is the only other payby that uses paydate) it's the start.
3021 Returns 0 if the paydate is empty or set to the far future.
3027 my ($month, $year) = $self->paydate_monthyear;
3028 return 0 if !$year or $year >= 2037;
3029 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3031 if ( $month == 13 ) {
3035 return timelocal(0,0,0,1,$month-1,$year) - 1;
3038 return timelocal(0,0,0,1,$month-1,$year);
3042 =item paydate_epoch_sql
3044 Class method. Returns an SQL expression to obtain the payment expiration date
3045 as a number of seconds.
3049 # Special expiration date behavior for non-CARD/DCRD customers has been
3050 # carefully preserved. Do we really use that?
3051 sub paydate_epoch_sql {
3053 my $table = shift || 'cust_main';
3054 my ($case1, $case2);
3055 if ( driver_name eq 'Pg' ) {
3056 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3057 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3059 elsif ( lc(driver_name) eq 'mysql' ) {
3060 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3061 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3064 return "CASE WHEN $table.payby IN('CARD','DCRD')
3070 =item tax_exemption TAXNAME
3075 my( $self, $taxname ) = @_;
3077 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3078 'taxname' => $taxname,
3083 =item cust_main_exemption
3087 sub cust_main_exemption {
3089 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3092 =item invoicing_list [ ARRAYREF ]
3094 If an arguement is given, sets these email addresses as invoice recipients
3095 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3096 (except as warnings), so use check_invoicing_list first.
3098 Returns a list of email addresses (with svcnum entries expanded).
3100 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3101 check it without disturbing anything by passing nothing.
3103 This interface may change in the future.
3107 sub invoicing_list {
3108 my( $self, $arrayref ) = @_;
3111 my @cust_main_invoice;
3112 if ( $self->custnum ) {
3113 @cust_main_invoice =
3114 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3116 @cust_main_invoice = ();
3118 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3119 #warn $cust_main_invoice->destnum;
3120 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3121 #warn $cust_main_invoice->destnum;
3122 my $error = $cust_main_invoice->delete;
3123 warn $error if $error;
3126 if ( $self->custnum ) {
3127 @cust_main_invoice =
3128 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3130 @cust_main_invoice = ();
3132 my %seen = map { $_->address => 1 } @cust_main_invoice;
3133 foreach my $address ( @{$arrayref} ) {
3134 next if exists $seen{$address} && $seen{$address};
3135 $seen{$address} = 1;
3136 my $cust_main_invoice = new FS::cust_main_invoice ( {
3137 'custnum' => $self->custnum,
3140 my $error = $cust_main_invoice->insert;
3141 warn $error if $error;
3145 if ( $self->custnum ) {
3147 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3154 =item check_invoicing_list ARRAYREF
3156 Checks these arguements as valid input for the invoicing_list method. If there
3157 is an error, returns the error, otherwise returns false.
3161 sub check_invoicing_list {
3162 my( $self, $arrayref ) = @_;
3164 foreach my $address ( @$arrayref ) {
3166 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3167 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3170 my $cust_main_invoice = new FS::cust_main_invoice ( {
3171 'custnum' => $self->custnum,
3174 my $error = $self->custnum
3175 ? $cust_main_invoice->check
3176 : $cust_main_invoice->checkdest
3178 return $error if $error;
3182 return "Email address required"
3183 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3184 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3189 =item set_default_invoicing_list
3191 Sets the invoicing list to all accounts associated with this customer,
3192 overwriting any previous invoicing list.
3196 sub set_default_invoicing_list {
3198 $self->invoicing_list($self->all_emails);
3203 Returns the email addresses of all accounts provisioned for this customer.
3210 foreach my $cust_pkg ( $self->all_pkgs ) {
3211 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3213 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3214 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3216 $list{$_}=1 foreach map { $_->email } @svc_acct;
3221 =item invoicing_list_addpost
3223 Adds postal invoicing to this customer. If this customer is already configured
3224 to receive postal invoices, does nothing.
3228 sub invoicing_list_addpost {
3230 return if grep { $_ eq 'POST' } $self->invoicing_list;
3231 my @invoicing_list = $self->invoicing_list;
3232 push @invoicing_list, 'POST';
3233 $self->invoicing_list(\@invoicing_list);
3236 =item invoicing_list_emailonly
3238 Returns the list of email invoice recipients (invoicing_list without non-email
3239 destinations such as POST and FAX).
3243 sub invoicing_list_emailonly {
3245 warn "$me invoicing_list_emailonly called"
3247 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3250 =item invoicing_list_emailonly_scalar
3252 Returns the list of email invoice recipients (invoicing_list without non-email
3253 destinations such as POST and FAX) as a comma-separated scalar.
3257 sub invoicing_list_emailonly_scalar {
3259 warn "$me invoicing_list_emailonly_scalar called"
3261 join(', ', $self->invoicing_list_emailonly);
3264 =item referral_custnum_cust_main
3266 Returns the customer who referred this customer (or the empty string, if
3267 this customer was not referred).
3269 Note the difference with referral_cust_main method: This method,
3270 referral_custnum_cust_main returns the single customer (if any) who referred
3271 this customer, while referral_cust_main returns an array of customers referred
3276 sub referral_custnum_cust_main {
3278 return '' unless $self->referral_custnum;
3279 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3282 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3284 Returns an array of customers referred by this customer (referral_custnum set
3285 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3286 customers referred by customers referred by this customer and so on, inclusive.
3287 The default behavior is DEPTH 1 (no recursion).
3289 Note the difference with referral_custnum_cust_main method: This method,
3290 referral_cust_main, returns an array of customers referred BY this customer,
3291 while referral_custnum_cust_main returns the single customer (if any) who
3292 referred this customer.
3296 sub referral_cust_main {
3298 my $depth = @_ ? shift : 1;
3299 my $exclude = @_ ? shift : {};
3302 map { $exclude->{$_->custnum}++; $_; }
3303 grep { ! $exclude->{ $_->custnum } }
3304 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3308 map { $_->referral_cust_main($depth-1, $exclude) }
3315 =item referral_cust_main_ncancelled
3317 Same as referral_cust_main, except only returns customers with uncancelled
3322 sub referral_cust_main_ncancelled {
3324 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3327 =item referral_cust_pkg [ DEPTH ]
3329 Like referral_cust_main, except returns a flat list of all unsuspended (and
3330 uncancelled) packages for each customer. The number of items in this list may
3331 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3335 sub referral_cust_pkg {
3337 my $depth = @_ ? shift : 1;
3339 map { $_->unsuspended_pkgs }
3340 grep { $_->unsuspended_pkgs }
3341 $self->referral_cust_main($depth);
3344 =item referring_cust_main
3346 Returns the single cust_main record for the customer who referred this customer
3347 (referral_custnum), or false.
3351 sub referring_cust_main {
3353 return '' unless $self->referral_custnum;
3354 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3357 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3359 Applies a credit to this customer. If there is an error, returns the error,
3360 otherwise returns false.
3362 REASON can be a text string, an FS::reason object, or a scalar reference to
3363 a reasonnum. If a text string, it will be automatically inserted as a new
3364 reason, and a 'reason_type' option must be passed to indicate the
3365 FS::reason_type for the new reason.
3367 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3369 Any other options are passed to FS::cust_credit::insert.
3374 my( $self, $amount, $reason, %options ) = @_;
3376 my $cust_credit = new FS::cust_credit {
3377 'custnum' => $self->custnum,
3378 'amount' => $amount,
3381 if ( ref($reason) ) {
3383 if ( ref($reason) eq 'SCALAR' ) {
3384 $cust_credit->reasonnum( $$reason );
3386 $cust_credit->reasonnum( $reason->reasonnum );
3390 $cust_credit->set('reason', $reason)
3393 for (qw( addlinfo eventnum )) {
3394 $cust_credit->$_( delete $options{$_} )
3395 if exists($options{$_});
3398 $cust_credit->insert(%options);
3402 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3404 Creates a one-time charge for this customer. If there is an error, returns
3405 the error, otherwise returns false.
3407 New-style, with a hashref of options:
3409 my $error = $cust_main->charge(
3413 'start_date' => str2time('7/4/2009'),
3414 'pkg' => 'Description',
3415 'comment' => 'Comment',
3416 'additional' => [], #extra invoice detail
3417 'classnum' => 1, #pkg_class
3419 'setuptax' => '', # or 'Y' for tax exempt
3422 'taxclass' => 'Tax class',
3425 'taxproduct' => 2, #part_pkg_taxproduct
3426 'override' => {}, #XXX describe
3428 #will be filled in with the new object
3429 'cust_pkg_ref' => \$cust_pkg,
3431 #generate an invoice immediately
3433 'invoice_terms' => '', #with these terms
3439 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3445 my ( $amount, $quantity, $start_date, $classnum );
3446 my ( $pkg, $comment, $additional );
3447 my ( $setuptax, $taxclass ); #internal taxes
3448 my ( $taxproduct, $override ); #vendor (CCH) taxes
3450 my $cust_pkg_ref = '';
3451 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3452 if ( ref( $_[0] ) ) {
3453 $amount = $_[0]->{amount};
3454 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3455 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3456 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3457 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3458 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3459 : '$'. sprintf("%.2f",$amount);
3460 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3461 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3462 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3463 $additional = $_[0]->{additional} || [];
3464 $taxproduct = $_[0]->{taxproductnum};
3465 $override = { '' => $_[0]->{tax_override} };
3466 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3467 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3468 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3473 $pkg = @_ ? shift : 'One-time charge';
3474 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3476 $taxclass = @_ ? shift : '';
3480 local $SIG{HUP} = 'IGNORE';
3481 local $SIG{INT} = 'IGNORE';
3482 local $SIG{QUIT} = 'IGNORE';
3483 local $SIG{TERM} = 'IGNORE';
3484 local $SIG{TSTP} = 'IGNORE';
3485 local $SIG{PIPE} = 'IGNORE';
3487 my $oldAutoCommit = $FS::UID::AutoCommit;
3488 local $FS::UID::AutoCommit = 0;
3491 my $part_pkg = new FS::part_pkg ( {
3493 'comment' => $comment,
3497 'classnum' => ( $classnum ? $classnum : '' ),
3498 'setuptax' => $setuptax,
3499 'taxclass' => $taxclass,
3500 'taxproductnum' => $taxproduct,
3503 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3504 ( 0 .. @$additional - 1 )
3506 'additional_count' => scalar(@$additional),
3507 'setup_fee' => $amount,
3510 my $error = $part_pkg->insert( options => \%options,
3511 tax_overrides => $override,
3514 $dbh->rollback if $oldAutoCommit;
3518 my $pkgpart = $part_pkg->pkgpart;
3519 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3520 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3521 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3522 $error = $type_pkgs->insert;
3524 $dbh->rollback if $oldAutoCommit;
3529 my $cust_pkg = new FS::cust_pkg ( {
3530 'custnum' => $self->custnum,
3531 'pkgpart' => $pkgpart,
3532 'quantity' => $quantity,
3533 'start_date' => $start_date,
3534 'no_auto' => $no_auto,
3537 $error = $cust_pkg->insert;
3539 $dbh->rollback if $oldAutoCommit;
3541 } elsif ( $cust_pkg_ref ) {
3542 ${$cust_pkg_ref} = $cust_pkg;
3546 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3547 'pkg_list' => [ $cust_pkg ],
3550 $dbh->rollback if $oldAutoCommit;
3555 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3560 #=item charge_postal_fee
3562 #Applies a one time charge this customer. If there is an error,
3563 #returns the error, returns the cust_pkg charge object or false
3564 #if there was no charge.
3568 # This should be a customer event. For that to work requires that bill
3569 # also be a customer event.
3571 sub charge_postal_fee {
3574 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3575 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3577 my $cust_pkg = new FS::cust_pkg ( {
3578 'custnum' => $self->custnum,
3579 'pkgpart' => $pkgpart,
3583 my $error = $cust_pkg->insert;
3584 $error ? $error : $cust_pkg;
3587 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3589 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3591 Optionally, a list or hashref of additional arguments to the qsearch call can
3598 my $opt = ref($_[0]) ? shift : { @_ };
3600 #return $self->num_cust_bill unless wantarray || keys %$opt;
3602 $opt->{'table'} = 'cust_bill';
3603 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3604 $opt->{'hashref'}{'custnum'} = $self->custnum;
3605 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3607 map { $_ } #behavior of sort undefined in scalar context
3608 sort { $a->_date <=> $b->_date }
3612 =item open_cust_bill
3614 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3619 sub open_cust_bill {
3623 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3629 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3631 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3635 sub legacy_cust_bill {
3638 #return $self->num_legacy_cust_bill unless wantarray;
3640 map { $_ } #behavior of sort undefined in scalar context
3641 sort { $a->_date <=> $b->_date }
3642 qsearch({ 'table' => 'legacy_cust_bill',
3643 'hashref' => { 'custnum' => $self->custnum, },
3644 'order_by' => 'ORDER BY _date ASC',
3648 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3650 Returns all the statements (see L<FS::cust_statement>) for this customer.
3652 Optionally, a list or hashref of additional arguments to the qsearch call can
3657 =item cust_bill_void
3659 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3663 sub cust_bill_void {
3666 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3667 sort { $a->_date <=> $b->_date }
3668 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3671 sub cust_statement {
3673 my $opt = ref($_[0]) ? shift : { @_ };
3675 #return $self->num_cust_statement unless wantarray || keys %$opt;
3677 $opt->{'table'} = 'cust_statement';
3678 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3679 $opt->{'hashref'}{'custnum'} = $self->custnum;
3680 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3682 map { $_ } #behavior of sort undefined in scalar context
3683 sort { $a->_date <=> $b->_date }
3687 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3689 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3691 Optionally, a list or hashref of additional arguments to the qsearch call can
3692 be passed following the SVCDB.
3699 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3700 warn "$me svc_x requires a svcdb";
3703 my $opt = ref($_[0]) ? shift : { @_ };
3705 $opt->{'table'} = $svcdb;
3706 $opt->{'addl_from'} =
3707 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3708 ($opt->{'addl_from'} || '');
3710 my $custnum = $self->custnum;
3711 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3712 my $where = "cust_pkg.custnum = $custnum";
3714 my $extra_sql = $opt->{'extra_sql'} || '';
3715 if ( keys %{ $opt->{'hashref'} } ) {
3716 $extra_sql = " AND $where $extra_sql";
3719 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3720 $extra_sql = "WHERE $where AND $1";
3723 $extra_sql = "WHERE $where $extra_sql";
3726 $opt->{'extra_sql'} = $extra_sql;
3731 # required for use as an eventtable;
3734 $self->svc_x('svc_acct', @_);
3739 Returns all the credits (see L<FS::cust_credit>) for this customer.
3745 map { $_ } #return $self->num_cust_credit unless wantarray;
3746 sort { $a->_date <=> $b->_date }
3747 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3750 =item cust_credit_pkgnum
3752 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3753 package when using experimental package balances.
3757 sub cust_credit_pkgnum {
3758 my( $self, $pkgnum ) = @_;
3759 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3760 sort { $a->_date <=> $b->_date }
3761 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3762 'pkgnum' => $pkgnum,
3769 Returns all the payments (see L<FS::cust_pay>) for this customer.
3775 return $self->num_cust_pay unless wantarray;
3776 sort { $a->_date <=> $b->_date }
3777 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3782 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3783 called automatically when the cust_pay method is used in a scalar context.
3789 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3790 my $sth = dbh->prepare($sql) or die dbh->errstr;
3791 $sth->execute($self->custnum) or die $sth->errstr;
3792 $sth->fetchrow_arrayref->[0];
3795 =item cust_pay_pkgnum
3797 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3798 package when using experimental package balances.
3802 sub cust_pay_pkgnum {
3803 my( $self, $pkgnum ) = @_;
3804 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3805 sort { $a->_date <=> $b->_date }
3806 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3807 'pkgnum' => $pkgnum,
3814 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3820 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3821 sort { $a->_date <=> $b->_date }
3822 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3825 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3827 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3829 Optionally, a list or hashref of additional arguments to the qsearch call can
3834 sub cust_pay_batch {
3836 my $opt = ref($_[0]) ? shift : { @_ };
3838 #return $self->num_cust_statement unless wantarray || keys %$opt;
3840 $opt->{'table'} = 'cust_pay_batch';
3841 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3842 $opt->{'hashref'}{'custnum'} = $self->custnum;
3843 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3845 map { $_ } #behavior of sort undefined in scalar context
3846 sort { $a->paybatchnum <=> $b->paybatchnum }
3850 =item cust_pay_pending
3852 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3853 (without status "done").
3857 sub cust_pay_pending {
3859 return $self->num_cust_pay_pending unless wantarray;
3860 sort { $a->_date <=> $b->_date }
3861 qsearch( 'cust_pay_pending', {
3862 'custnum' => $self->custnum,
3863 'status' => { op=>'!=', value=>'done' },
3868 =item cust_pay_pending_attempt
3870 Returns all payment attempts / declined payments for this customer, as pending
3871 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3872 a corresponding payment (see L<FS::cust_pay>).
3876 sub cust_pay_pending_attempt {
3878 return $self->num_cust_pay_pending_attempt unless wantarray;
3879 sort { $a->_date <=> $b->_date }
3880 qsearch( 'cust_pay_pending', {
3881 'custnum' => $self->custnum,
3888 =item num_cust_pay_pending
3890 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3891 customer (without status "done"). Also called automatically when the
3892 cust_pay_pending method is used in a scalar context.
3896 sub num_cust_pay_pending {
3899 " SELECT COUNT(*) FROM cust_pay_pending ".
3900 " WHERE custnum = ? AND status != 'done' ",
3905 =item num_cust_pay_pending_attempt
3907 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3908 customer, with status "done" but without a corresp. Also called automatically when the
3909 cust_pay_pending method is used in a scalar context.
3913 sub num_cust_pay_pending_attempt {
3916 " SELECT COUNT(*) FROM cust_pay_pending ".
3917 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3924 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3930 map { $_ } #return $self->num_cust_refund unless wantarray;
3931 sort { $a->_date <=> $b->_date }
3932 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3935 =item display_custnum
3937 Returns the displayed customer number for this customer: agent_custid if
3938 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3942 sub display_custnum {
3945 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3946 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3947 if ( $special eq 'CoStAg' ) {
3948 $prefix = uc( join('',
3950 ($self->state =~ /^(..)/),
3951 $prefix || ($self->agent->agent =~ /^(..)/)
3954 elsif ( $special eq 'CoStCl' ) {
3955 $prefix = uc( join('',
3957 ($self->state =~ /^(..)/),
3958 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3961 # add any others here if needed
3964 my $length = $conf->config('cust_main-custnum-display_length');
3965 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3966 return $self->agent_custid;
3967 } elsif ( $prefix ) {
3968 $length = 8 if !defined($length);
3970 sprintf('%0'.$length.'d', $self->custnum)
3971 } elsif ( $length ) {
3972 return sprintf('%0'.$length.'d', $self->custnum);
3974 return $self->custnum;
3980 Returns a name string for this customer, either "Company (Last, First)" or
3987 my $name = $self->contact;
3988 $name = $self->company. " ($name)" if $self->company;
3992 =item service_contact
3994 Returns the L<FS::contact> object for this customer that has the 'Service'
3995 contact class, or undef if there is no such contact. Deprecated; don't use
4000 sub service_contact {
4002 if ( !exists($self->{service_contact}) ) {
4003 my $classnum = $self->scalar_sql(
4004 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4005 ) || 0; #if it's zero, qsearchs will return nothing
4006 $self->{service_contact} = qsearchs('contact', {
4007 'classnum' => $classnum, 'custnum' => $self->custnum
4010 $self->{service_contact};
4015 Returns a name string for this (service/shipping) contact, either
4016 "Company (Last, First)" or "Last, First".
4023 my $name = $self->ship_contact;
4024 $name = $self->company. " ($name)" if $self->company;
4030 Returns a name string for this customer, either "Company" or "First Last".
4036 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4039 =item ship_name_short
4041 Returns a name string for this (service/shipping) contact, either "Company"
4046 sub ship_name_short {
4048 $self->service_contact
4049 ? $self->ship_contact_firstlast
4055 Returns this customer's full (billing) contact name only, "Last, First"
4061 $self->get('last'). ', '. $self->first;
4066 Returns this customer's full (shipping) contact name only, "Last, First"
4072 my $contact = $self->service_contact || $self;
4073 $contact->get('last') . ', ' . $contact->get('first');
4076 =item contact_firstlast
4078 Returns this customers full (billing) contact name only, "First Last".
4082 sub contact_firstlast {
4084 $self->first. ' '. $self->get('last');
4087 =item ship_contact_firstlast
4089 Returns this customer's full (shipping) contact name only, "First Last".
4093 sub ship_contact_firstlast {
4095 my $contact = $self->service_contact || $self;
4096 $contact->get('first') . ' '. $contact->get('last');
4101 Returns this customer's full country name
4107 code2country($self->country);
4110 =item geocode DATA_VENDOR
4112 Returns a value for the customer location as encoded by DATA_VENDOR.
4113 Currently this only makes sense for "CCH" as DATA_VENDOR.
4121 Returns a status string for this customer, currently:
4125 =item prospect - No packages have ever been ordered
4127 =item ordered - Recurring packages all are new (not yet billed).
4129 =item active - One or more recurring packages is active
4131 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4133 =item suspended - All non-cancelled recurring packages are suspended
4135 =item cancelled - All recurring packages are cancelled
4139 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4140 cust_main-status_module configuration option.
4144 sub status { shift->cust_status(@_); }
4148 for my $status ( FS::cust_main->statuses() ) {
4149 my $method = $status.'_sql';
4150 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4151 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4152 $sth->execute( ($self->custnum) x $numnum )
4153 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4154 return $status if $sth->fetchrow_arrayref->[0];
4158 =item ucfirst_cust_status
4160 =item ucfirst_status
4162 Returns the status with the first character capitalized.
4166 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4168 sub ucfirst_cust_status {
4170 ucfirst($self->cust_status);
4175 Returns a hex triplet color string for this customer's status.
4179 sub statuscolor { shift->cust_statuscolor(@_); }
4181 sub cust_statuscolor {
4183 __PACKAGE__->statuscolors->{$self->cust_status};
4188 Returns an array of hashes representing the customer's RT tickets.
4195 my $num = $conf->config('cust_main-max_tickets') || 10;
4198 if ( $conf->config('ticket_system') ) {
4199 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4201 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4205 foreach my $priority (
4206 $conf->config('ticket_system-custom_priority_field-values'), ''
4208 last if scalar(@tickets) >= $num;
4210 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4211 $num - scalar(@tickets),
4221 # Return services representing svc_accts in customer support packages
4222 sub support_services {
4224 my %packages = map { $_ => 1 } $conf->config('support_packages');
4226 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4227 grep { $_->part_svc->svcdb eq 'svc_acct' }
4228 map { $_->cust_svc }
4229 grep { exists $packages{ $_->pkgpart } }
4230 $self->ncancelled_pkgs;
4234 # Return a list of latitude/longitude for one of the services (if any)
4235 sub service_coordinates {
4239 grep { $_->latitude && $_->longitude }
4241 map { $_->cust_svc }
4242 $self->ncancelled_pkgs;
4244 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4249 Returns a masked version of the named field
4254 my ($self,$field) = @_;
4258 'x'x(length($self->getfield($field))-4).
4259 substr($self->getfield($field), (length($self->getfield($field))-4));
4265 =head1 CLASS METHODS
4271 Class method that returns the list of possible status strings for customers
4272 (see L<the status method|/status>). For example:
4274 @statuses = FS::cust_main->statuses();
4280 keys %{ $self->statuscolors };
4283 =item cust_status_sql
4285 Returns an SQL fragment to determine the status of a cust_main record, as a
4290 sub cust_status_sql {
4292 for my $status ( FS::cust_main->statuses() ) {
4293 my $method = $status.'_sql';
4294 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4303 Returns an SQL expression identifying prospective cust_main records (customers
4304 with no packages ever ordered)
4308 use vars qw($select_count_pkgs);
4309 $select_count_pkgs =
4310 "SELECT COUNT(*) FROM cust_pkg
4311 WHERE cust_pkg.custnum = cust_main.custnum";
4313 sub select_count_pkgs_sql {
4318 " 0 = ( $select_count_pkgs ) ";
4323 Returns an SQL expression identifying ordered cust_main records (customers with
4324 no active packages, but recurring packages not yet setup or one time charges
4330 FS::cust_main->none_active_sql.
4331 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4336 Returns an SQL expression identifying active cust_main records (customers with
4337 active recurring packages).
4342 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4345 =item none_active_sql
4347 Returns an SQL expression identifying cust_main records with no active
4348 recurring packages. This includes customers of status prospect, ordered,
4349 inactive, and suspended.
4353 sub none_active_sql {
4354 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4359 Returns an SQL expression identifying inactive cust_main records (customers with
4360 no active recurring packages, but otherwise unsuspended/uncancelled).
4365 FS::cust_main->none_active_sql.
4366 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4372 Returns an SQL expression identifying suspended cust_main records.
4377 sub suspended_sql { susp_sql(@_); }
4379 FS::cust_main->none_active_sql.
4380 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4386 Returns an SQL expression identifying cancelled cust_main records.
4390 sub cancel_sql { shift->cancelled_sql(@_); }
4393 =item uncancelled_sql
4395 Returns an SQL expression identifying un-cancelled cust_main records.
4399 sub uncancelled_sql { uncancel_sql(@_); }
4400 sub uncancel_sql { "
4401 ( 0 < ( $select_count_pkgs
4402 AND ( cust_pkg.cancel IS NULL
4403 OR cust_pkg.cancel = 0
4406 OR 0 = ( $select_count_pkgs )
4412 Returns an SQL fragment to retreive the balance.
4417 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4418 WHERE cust_bill.custnum = cust_main.custnum )
4419 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4420 WHERE cust_pay.custnum = cust_main.custnum )
4421 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4422 WHERE cust_credit.custnum = cust_main.custnum )
4423 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4424 WHERE cust_refund.custnum = cust_main.custnum )
4427 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4429 Returns an SQL fragment to retreive the balance for this customer, optionally
4430 considering invoices with date earlier than START_TIME, and not
4431 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4432 total_unapplied_payments).
4434 Times are specified as SQL fragments or numeric
4435 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4436 L<Date::Parse> for conversion functions. The empty string can be passed
4437 to disable that time constraint completely.
4439 Available options are:
4443 =item unapplied_date
4445 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)
4450 set to true to remove all customer comparison clauses, for totals
4455 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4460 JOIN clause (typically used with the total option)
4464 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4465 time will be ignored. Note that START_TIME and END_TIME only limit the date
4466 range for invoices and I<unapplied> payments, credits, and refunds.
4472 sub balance_date_sql {
4473 my( $class, $start, $end, %opt ) = @_;
4475 my $cutoff = $opt{'cutoff'};
4477 my $owed = FS::cust_bill->owed_sql($cutoff);
4478 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4479 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4480 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4482 my $j = $opt{'join'} || '';
4484 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4485 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4486 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4487 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4489 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4490 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4491 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4492 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4497 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4499 Returns an SQL fragment to retreive the total unapplied payments for this
4500 customer, only considering payments with date earlier than START_TIME, and
4501 optionally not later than END_TIME.
4503 Times are specified as SQL fragments or numeric
4504 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4505 L<Date::Parse> for conversion functions. The empty string can be passed
4506 to disable that time constraint completely.
4508 Available options are:
4512 sub unapplied_payments_date_sql {
4513 my( $class, $start, $end, %opt ) = @_;
4515 my $cutoff = $opt{'cutoff'};
4517 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4519 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4520 'unapplied_date'=>1 );
4522 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4525 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4527 Helper method for balance_date_sql; name (and usage) subject to change
4528 (suggestions welcome).
4530 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4531 cust_refund, cust_credit or cust_pay).
4533 If TABLE is "cust_bill" or the unapplied_date option is true, only
4534 considers records with date earlier than START_TIME, and optionally not
4535 later than END_TIME .
4539 sub _money_table_where {
4540 my( $class, $table, $start, $end, %opt ) = @_;
4543 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4544 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4545 push @where, "$table._date <= $start" if defined($start) && length($start);
4546 push @where, "$table._date > $end" if defined($end) && length($end);
4548 push @where, @{$opt{'where'}} if $opt{'where'};
4549 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4555 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4556 use FS::cust_main::Search;
4559 FS::cust_main::Search->search(@_);
4574 #warn join('-',keys %$param);
4575 my $fh = $param->{filehandle};
4576 my $agentnum = $param->{agentnum};
4577 my $format = $param->{format};
4579 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4582 if ( $format eq 'simple' ) {
4583 @fields = qw( custnum agent_custid amount pkg );
4585 die "unknown format $format";
4588 eval "use Text::CSV_XS;";
4591 my $csv = new Text::CSV_XS;
4598 local $SIG{HUP} = 'IGNORE';
4599 local $SIG{INT} = 'IGNORE';
4600 local $SIG{QUIT} = 'IGNORE';
4601 local $SIG{TERM} = 'IGNORE';
4602 local $SIG{TSTP} = 'IGNORE';
4603 local $SIG{PIPE} = 'IGNORE';
4605 my $oldAutoCommit = $FS::UID::AutoCommit;
4606 local $FS::UID::AutoCommit = 0;
4609 #while ( $columns = $csv->getline($fh) ) {
4611 while ( defined($line=<$fh>) ) {
4613 $csv->parse($line) or do {
4614 $dbh->rollback if $oldAutoCommit;
4615 return "can't parse: ". $csv->error_input();
4618 my @columns = $csv->fields();
4619 #warn join('-',@columns);
4622 foreach my $field ( @fields ) {
4623 $row{$field} = shift @columns;
4626 if ( $row{custnum} && $row{agent_custid} ) {
4627 dbh->rollback if $oldAutoCommit;
4628 return "can't specify custnum with agent_custid $row{agent_custid}";
4632 if ( $row{agent_custid} && $agentnum ) {
4633 %hash = ( 'agent_custid' => $row{agent_custid},
4634 'agentnum' => $agentnum,
4638 if ( $row{custnum} ) {
4639 %hash = ( 'custnum' => $row{custnum} );
4642 unless ( scalar(keys %hash) ) {
4643 $dbh->rollback if $oldAutoCommit;
4644 return "can't find customer without custnum or agent_custid and agentnum";
4647 my $cust_main = qsearchs('cust_main', { %hash } );
4648 unless ( $cust_main ) {
4649 $dbh->rollback if $oldAutoCommit;
4650 my $custnum = $row{custnum} || $row{agent_custid};
4651 return "unknown custnum $custnum";
4654 if ( $row{'amount'} > 0 ) {
4655 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4657 $dbh->rollback if $oldAutoCommit;
4661 } elsif ( $row{'amount'} < 0 ) {
4662 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4665 $dbh->rollback if $oldAutoCommit;
4675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4677 return "Empty file!" unless $imported;
4683 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4685 Deprecated. Use event notification and message templates
4686 (L<FS::msg_template>) instead.
4688 Sends a templated email notification to the customer (see L<Text::Template>).
4690 OPTIONS is a hash and may include
4692 I<from> - the email sender (default is invoice_from)
4694 I<to> - comma-separated scalar or arrayref of recipients
4695 (default is invoicing_list)
4697 I<subject> - The subject line of the sent email notification
4698 (default is "Notice from company_name")
4700 I<extra_fields> - a hashref of name/value pairs which will be substituted
4703 The following variables are vavailable in the template.
4705 I<$first> - the customer first name
4706 I<$last> - the customer last name
4707 I<$company> - the customer company
4708 I<$payby> - a description of the method of payment for the customer
4709 # would be nice to use FS::payby::shortname
4710 I<$payinfo> - the account information used to collect for this customer
4711 I<$expdate> - the expiration of the customer payment in seconds from epoch
4716 my ($self, $template, %options) = @_;
4718 return unless $conf->exists($template);
4720 my $from = $conf->config('invoice_from', $self->agentnum)
4721 if $conf->exists('invoice_from', $self->agentnum);
4722 $from = $options{from} if exists($options{from});
4724 my $to = join(',', $self->invoicing_list_emailonly);
4725 $to = $options{to} if exists($options{to});
4727 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4728 if $conf->exists('company_name', $self->agentnum);
4729 $subject = $options{subject} if exists($options{subject});
4731 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4732 SOURCE => [ map "$_\n",
4733 $conf->config($template)]
4735 or die "can't create new Text::Template object: Text::Template::ERROR";
4736 $notify_template->compile()
4737 or die "can't compile template: Text::Template::ERROR";
4739 $FS::notify_template::_template::company_name =
4740 $conf->config('company_name', $self->agentnum);
4741 $FS::notify_template::_template::company_address =
4742 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4744 my $paydate = $self->paydate || '2037-12-31';
4745 $FS::notify_template::_template::first = $self->first;
4746 $FS::notify_template::_template::last = $self->last;
4747 $FS::notify_template::_template::company = $self->company;
4748 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4749 my $payby = $self->payby;
4750 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4751 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4753 #credit cards expire at the end of the month/year of their exp date
4754 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4755 $FS::notify_template::_template::payby = 'credit card';
4756 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4757 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4759 }elsif ($payby eq 'COMP') {
4760 $FS::notify_template::_template::payby = 'complimentary account';
4762 $FS::notify_template::_template::payby = 'current method';
4764 $FS::notify_template::_template::expdate = $expire_time;
4766 for (keys %{$options{extra_fields}}){
4768 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4771 send_email(from => $from,
4773 subject => $subject,
4774 body => $notify_template->fill_in( PACKAGE =>
4775 'FS::notify_template::_template' ),
4780 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4782 Generates a templated notification to the customer (see L<Text::Template>).
4784 OPTIONS is a hash and may include
4786 I<extra_fields> - a hashref of name/value pairs which will be substituted
4787 into the template. These values may override values mentioned below
4788 and those from the customer record.
4790 The following variables are available in the template instead of or in addition
4791 to the fields of the customer record.
4793 I<$payby> - a description of the method of payment for the customer
4794 # would be nice to use FS::payby::shortname
4795 I<$payinfo> - the masked account information used to collect for this customer
4796 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4797 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4801 # a lot like cust_bill::print_latex
4802 sub generate_letter {
4803 my ($self, $template, %options) = @_;
4805 return unless $conf->exists($template);
4807 my $letter_template = new Text::Template
4809 SOURCE => [ map "$_\n", $conf->config($template)],
4810 DELIMITERS => [ '[@--', '--@]' ],
4812 or die "can't create new Text::Template object: Text::Template::ERROR";
4814 $letter_template->compile()
4815 or die "can't compile template: Text::Template::ERROR";
4817 my %letter_data = map { $_ => $self->$_ } $self->fields;
4818 $letter_data{payinfo} = $self->mask_payinfo;
4820 #my $paydate = $self->paydate || '2037-12-31';
4821 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4823 my $payby = $self->payby;
4824 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4825 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4827 #credit cards expire at the end of the month/year of their exp date
4828 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4829 $letter_data{payby} = 'credit card';
4830 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4831 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4833 }elsif ($payby eq 'COMP') {
4834 $letter_data{payby} = 'complimentary account';
4836 $letter_data{payby} = 'current method';
4838 $letter_data{expdate} = $expire_time;
4840 for (keys %{$options{extra_fields}}){
4841 $letter_data{$_} = $options{extra_fields}->{$_};
4844 unless(exists($letter_data{returnaddress})){
4845 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4846 $self->agent_template)
4848 if ( length($retadd) ) {
4849 $letter_data{returnaddress} = $retadd;
4850 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4851 $letter_data{returnaddress} =
4852 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4856 ( $conf->config('company_name', $self->agentnum),
4857 $conf->config('company_address', $self->agentnum),
4861 $letter_data{returnaddress} = '~';
4865 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4867 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4869 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4871 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4875 ) or die "can't open temp file: $!\n";
4876 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4877 or die "can't write temp file: $!\n";
4879 $letter_data{'logo_file'} = $lh->filename;
4881 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4885 ) or die "can't open temp file: $!\n";
4887 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4889 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4890 return ($1, $letter_data{'logo_file'});
4894 =item print_ps TEMPLATE
4896 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4902 my($file, $lfile) = $self->generate_letter(@_);
4903 my $ps = FS::Misc::generate_ps($file);
4904 unlink($file.'.tex');
4910 =item print TEMPLATE
4912 Prints the filled in template.
4914 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4918 sub queueable_print {
4921 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4922 or die "invalid customer number: " . $opt{custvnum};
4924 my $error = $self->print( $opt{template} );
4925 die $error if $error;
4929 my ($self, $template) = (shift, shift);
4930 do_print [ $self->print_ps($template) ];
4933 #these three subs should just go away once agent stuff is all config overrides
4935 sub agent_template {
4937 $self->_agent_plandata('agent_templatename');
4940 sub agent_invoice_from {
4942 $self->_agent_plandata('agent_invoice_from');
4945 sub _agent_plandata {
4946 my( $self, $option ) = @_;
4948 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4949 #agent-specific Conf
4951 use FS::part_event::Condition;
4953 my $agentnum = $self->agentnum;
4955 my $regexp = regexp_sql();
4957 my $part_event_option =
4959 'select' => 'part_event_option.*',
4960 'table' => 'part_event_option',
4962 LEFT JOIN part_event USING ( eventpart )
4963 LEFT JOIN part_event_option AS peo_agentnum
4964 ON ( part_event.eventpart = peo_agentnum.eventpart
4965 AND peo_agentnum.optionname = 'agentnum'
4966 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4968 LEFT JOIN part_event_condition
4969 ON ( part_event.eventpart = part_event_condition.eventpart
4970 AND part_event_condition.conditionname = 'cust_bill_age'
4972 LEFT JOIN part_event_condition_option
4973 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4974 AND part_event_condition_option.optionname = 'age'
4977 #'hashref' => { 'optionname' => $option },
4978 #'hashref' => { 'part_event_option.optionname' => $option },
4980 " WHERE part_event_option.optionname = ". dbh->quote($option).
4981 " AND action = 'cust_bill_send_agent' ".
4982 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4983 " AND peo_agentnum.optionname = 'agentnum' ".
4984 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4986 CASE WHEN part_event_condition_option.optionname IS NULL
4988 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4990 , part_event.weight".
4994 unless ( $part_event_option ) {
4995 return $self->agent->invoice_template || ''
4996 if $option eq 'agent_templatename';
5000 $part_event_option->optionvalue;
5004 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5006 Subroutine (not a method), designed to be called from the queue.
5008 Takes a list of options and values.
5010 Pulls up the customer record via the custnum option and calls bill_and_collect.
5015 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5017 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5018 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5020 $cust_main->bill_and_collect( %args );
5023 sub process_bill_and_collect {
5025 my $param = thaw(decode_base64(shift));
5026 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5027 or die "custnum '$param->{custnum}' not found!\n";
5028 $param->{'job'} = $job;
5029 $param->{'fatal'} = 1; # runs from job queue, will be caught
5030 $param->{'retry'} = 1;
5032 $cust_main->bill_and_collect( %$param );
5035 =item process_censustract_update CUSTNUM
5037 Queueable function to update the census tract to the current year (as set in
5038 the 'census_year' configuration variable) and retrieve the new tract code.
5042 sub process_censustract_update {
5043 eval "use FS::Misc::Geo qw(get_censustract)";
5045 my $custnum = shift;
5046 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5047 or die "custnum '$custnum' not found!\n";
5049 my $new_year = $conf->config('census_year') or return;
5050 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5051 if ( $new_tract =~ /^\d/ ) {
5052 # then it's a tract code
5053 $cust_main->set('censustract', $new_tract);
5054 $cust_main->set('censusyear', $new_year);
5056 local($ignore_expired_card) = 1;
5057 local($ignore_illegal_zip) = 1;
5058 local($ignore_banned_card) = 1;
5059 local($skip_fuzzyfiles) = 1;
5060 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5061 my $error = $cust_main->replace;
5062 die $error if $error;
5065 # it's an error message
5071 #starting to take quite a while for big dbs
5072 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5073 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5074 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5075 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5076 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5077 # upgrade journal again? this is also an ancient problem
5078 # - otaker upgrade? journal and call it good? (double check to make sure
5079 # we're not still setting otaker here)
5081 #only going to get worse with new location stuff...
5083 sub _upgrade_data { #class method
5084 my ($class, %opts) = @_;
5087 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5090 #this seems to be the only expensive one.. why does it take so long?
5091 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5093 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5094 FS::upgrade_journal->set_done('cust_main__signupdate');
5097 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5099 # fix yyyy-m-dd formatted paydates
5100 if ( driver_name =~ /^mysql/i ) {
5102 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5103 } else { # the SQL standard
5105 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5107 FS::upgrade_journal->set_done('cust_main__paydate');
5110 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5112 push @statements, #fix the weird BILL with a cc# in payinfo problem
5114 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5116 FS::upgrade_journal->set_done('cust_main__payinfo');
5121 foreach my $sql ( @statements ) {
5122 my $sth = dbh->prepare($sql) or die dbh->errstr;
5123 $sth->execute or die $sth->errstr;
5124 #warn ( (time - $t). " seconds\n" );
5128 local($ignore_expired_card) = 1;
5129 local($ignore_banned_card) = 1;
5130 local($skip_fuzzyfiles) = 1;
5131 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5132 $class->_upgrade_otaker(%opts);
5134 FS::cust_main::Location->_upgrade_data(%opts);
5144 The delete method should possibly take an FS::cust_main object reference
5145 instead of a scalar customer number.
5147 Bill and collect options should probably be passed as references instead of a
5150 There should probably be a configuration file with a list of allowed credit
5153 No multiple currency support (probably a larger project than just this module).
5155 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5157 Birthdates rely on negative epoch values.
5159 The payby for card/check batches is broken. With mixed batching, bad
5162 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5166 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5167 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5168 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.