2 use base qw( FS::cust_main::Packages
4 FS::cust_main::NationalID
6 FS::cust_main::Billing_Realtime
7 FS::cust_main::Billing_Batch
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
14 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
15 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
29 use File::Temp; #qw( tempfile );
30 use Business::CreditCard 0.28;
31 use List::Util qw(min);
32 use FS::UID qw( dbh driver_name );
33 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
35 use FS::Misc qw( generate_ps do_print money_pretty card_types );
36 use FS::Msgcat qw(gettext);
43 use FS::cust_bill_void;
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
59 use FS::agent_currency;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 our $me = '[FS::cust_main]';
87 our $ignore_expired_card = 0;
88 our $ignore_banned_card = 0;
89 our $ignore_invalid_card = 0;
91 our $skip_fuzzyfiles = 0;
93 our $ucfirst_nowarn = 0;
95 #this info is in cust_payby as of 4.x
96 #this and the fields themselves can be removed in 5.x
97 our @encrypted_fields = ('payinfo', 'paycvv');
98 sub nohistory_fields { ('payinfo', 'paycvv'); }
101 our $default_agent_custid;
102 our $custnum_display_length;
103 #ask FS::UID to run this stuff for us later
104 #$FS::UID::callback{'FS::cust_main'} = sub {
105 install_callback FS::UID sub {
106 $conf = new FS::Conf;
107 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
108 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
109 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
114 my ( $hashref, $cache ) = @_;
115 if ( exists $hashref->{'pkgnum'} ) {
116 #@{ $self->{'_pkgnum'} } = ();
117 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
118 $self->{'_pkgnum'} = $subcache;
119 #push @{ $self->{'_pkgnum'} },
120 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
126 FS::cust_main - Object methods for cust_main records
132 $record = new FS::cust_main \%hash;
133 $record = new FS::cust_main { 'column' => 'value' };
135 $error = $record->insert;
137 $error = $new_record->replace($old_record);
139 $error = $record->delete;
141 $error = $record->check;
143 @cust_pkg = $record->all_pkgs;
145 @cust_pkg = $record->ncancelled_pkgs;
147 @cust_pkg = $record->suspended_pkgs;
149 $error = $record->bill;
150 $error = $record->bill %options;
151 $error = $record->bill 'time' => $time;
153 $error = $record->collect;
154 $error = $record->collect %options;
155 $error = $record->collect 'invoice_time' => $time,
160 An FS::cust_main object represents a customer. FS::cust_main inherits from
161 FS::Record. The following fields are currently supported:
167 Primary key (assigned automatically for new customers)
171 Agent (see L<FS::agent>)
175 Advertising source (see L<FS::part_referral>)
187 Cocial security number (optional)
211 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
215 Payment Information (See L<FS::payinfo_Mixin> for data format)
219 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
223 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
227 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
231 Start date month (maestro/solo cards only)
235 Start date year (maestro/solo cards only)
239 Issue number (maestro/solo cards only)
243 Name on card or billing name
247 IP address from which payment information was received
251 Tax exempt, empty or `Y'
255 Order taker (see L<FS::access_user>)
261 =item referral_custnum
263 Referring customer number
267 Enable individual CDR spooling, empty or `Y'
271 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
275 Discourage individual CDR printing, empty or `Y'
279 Allow self-service editing of ticket subjects, empty or 'Y'
281 =item calling_list_exempt
283 Do not call, empty or 'Y'
285 =item invoice_ship_address
287 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
297 Creates a new customer. To add the customer to the database, see L<"insert">.
299 Note that this stores the hash reference, not a distinct copy of the hash it
300 points to. You can ask the object for a copy with the I<hash> method.
304 sub table { 'cust_main'; }
306 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
308 Adds this customer to the database. If there is an error, returns the error,
309 otherwise returns false.
311 Usually the customer's location will not yet exist in the database, and
312 the C<bill_location> and C<ship_location> pseudo-fields must be set to
313 uninserted L<FS::cust_location> objects. These will be inserted and linked
314 (in both directions) to the new customer record. If they're references
315 to the same object, they will become the same location.
317 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
318 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
319 are inserted atomicly, or the transaction is rolled back. Passing an empty
320 hash reference is equivalent to not supplying this parameter. There should be
321 a better explanation of this, but until then, here's an example:
324 tie %hash, 'Tie::RefHash'; #this part is important
326 $cust_pkg => [ $svc_acct ],
329 $cust_main->insert( \%hash );
331 INVOICING_LIST_ARYREF: No longer supported.
333 Currently available options are: I<depend_jobnum>, I<noexport>,
334 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
336 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
337 on the supplied jobnum (they will not run until the specific job completes).
338 This can be used to defer provisioning until some action completes (such
339 as running the customer's credit card successfully).
341 The I<noexport> option is deprecated. If I<noexport> is set true, no
342 provisioning jobs (exports) are scheduled. (You can schedule them later with
343 the B<reexport> method.)
345 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
346 of tax names and exemption numbers. FS::cust_main_exemption records will be
347 created and inserted.
349 If I<prospectnum> is set, moves contacts and locations from that prospect.
351 If I<contact> is set to an arrayref of FS::contact objects, those will be
354 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
355 unset), inserts those new contacts with this new customer. Handles CGI
356 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
358 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
359 new stored payment records with this new customer. Handles CGI parameters
360 for an "m2" multiple entry field as passed by edit/cust_main.cgi
366 my $cust_pkgs = @_ ? shift : {};
368 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
369 warn "cust_main::insert using deprecated invoicing list argument";
370 $invoicing_list = shift;
373 warn "$me insert called with options ".
374 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
377 local $SIG{HUP} = 'IGNORE';
378 local $SIG{INT} = 'IGNORE';
379 local $SIG{QUIT} = 'IGNORE';
380 local $SIG{TERM} = 'IGNORE';
381 local $SIG{TSTP} = 'IGNORE';
382 local $SIG{PIPE} = 'IGNORE';
384 my $oldAutoCommit = $FS::UID::AutoCommit;
385 local $FS::UID::AutoCommit = 0;
388 my $prepay_identifier = '';
389 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
391 if ( $self->payby eq 'PREPAY' ) {
393 $self->payby(''); #'BILL');
394 $prepay_identifier = $self->payinfo;
397 warn " looking up prepaid card $prepay_identifier\n"
400 my $error = $self->get_prepay( $prepay_identifier,
401 'amount_ref' => \$amount,
402 'seconds_ref' => \$seconds,
403 'upbytes_ref' => \$upbytes,
404 'downbytes_ref' => \$downbytes,
405 'totalbytes_ref' => \$totalbytes,
408 $dbh->rollback if $oldAutoCommit;
409 #return "error applying prepaid card (transaction rolled back): $error";
413 $payby = 'PREP' if $amount;
415 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
418 $self->payby(''); #'BILL');
419 $amount = $self->paid;
424 foreach my $l (qw(bill_location ship_location)) {
426 my $loc = delete $self->hashref->{$l} or next;
428 if ( !$loc->locationnum ) {
429 # warn the location that we're going to insert it with no custnum
430 $loc->set(custnum_pending => 1);
431 warn " inserting $l\n"
433 my $error = $loc->insert;
435 $dbh->rollback if $oldAutoCommit;
436 my $label = $l eq 'ship_location' ? 'service' : 'billing';
437 return "$error (in $label location)";
440 } elsif ( $loc->prospectnum ) {
442 $loc->prospectnum('');
443 $loc->set(custnum_pending => 1);
444 my $error = $loc->replace;
446 $dbh->rollback if $oldAutoCommit;
447 my $label = $l eq 'ship_location' ? 'service' : 'billing';
448 return "$error (moving $label location)";
451 } elsif ( ($loc->custnum || 0) > 0 ) {
452 # then it somehow belongs to another customer--shouldn't happen
453 $dbh->rollback if $oldAutoCommit;
454 return "$l belongs to customer ".$loc->custnum;
456 # else it already belongs to this customer
457 # (happens when ship_location is identical to bill_location)
459 $self->set($l.'num', $loc->locationnum);
461 if ( $self->get($l.'num') eq '' ) {
462 $dbh->rollback if $oldAutoCommit;
467 warn " inserting $self\n"
470 $self->signupdate(time) unless $self->signupdate;
472 $self->auto_agent_custid()
473 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
475 my $error = $self->check_payinfo_cardtype
476 || $self->SUPER::insert;
478 $dbh->rollback if $oldAutoCommit;
479 #return "inserting cust_main record (transaction rolled back): $error";
483 # now set cust_location.custnum
484 foreach my $l (qw(bill_location ship_location)) {
485 warn " setting $l.custnum\n"
487 my $loc = $self->$l or next;
488 unless ( $loc->custnum ) {
489 $loc->set(custnum => $self->custnum);
490 $error ||= $loc->replace;
494 $dbh->rollback if $oldAutoCommit;
495 return "error setting $l custnum: $error";
499 warn " setting customer tags\n"
502 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
503 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
504 'custnum' => $self->custnum };
505 my $error = $cust_tag->insert;
507 $dbh->rollback if $oldAutoCommit;
512 my $prospectnum = delete $options{'prospectnum'};
513 if ( $prospectnum ) {
515 warn " moving contacts and locations from prospect $prospectnum\n"
519 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
520 unless ( $prospect_main ) {
521 $dbh->rollback if $oldAutoCommit;
522 return "Unknown prospectnum $prospectnum";
524 $prospect_main->custnum($self->custnum);
525 $prospect_main->disabled('Y');
526 my $error = $prospect_main->replace;
528 $dbh->rollback if $oldAutoCommit;
532 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
533 my $cust_contact = new FS::cust_contact {
534 'custnum' => $self->custnum,
535 'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
536 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
538 my $error = $cust_contact->insert
539 || $prospect_contact->delete;
541 $dbh->rollback if $oldAutoCommit;
546 my @cust_location = $prospect_main->cust_location;
547 my @qual = $prospect_main->qual;
549 foreach my $r ( @cust_location, @qual ) {
551 $r->custnum($self->custnum);
552 my $error = $r->replace;
554 $dbh->rollback if $oldAutoCommit;
558 # since we set invoice_dest on all migrated prospect contacts (for now),
559 # don't process invoicing_list.
560 delete $options{'invoicing_list'};
561 $invoicing_list = undef;
564 warn " setting contacts\n"
567 $invoicing_list ||= $options{'invoicing_list'};
568 if ( $invoicing_list ) {
570 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
573 foreach my $dest (@$invoicing_list ) {
574 if ($dest eq 'POST') {
575 $self->set('postal_invoice', 'Y');
578 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
579 if ( $contact_email ) {
580 my $cust_contact = FS::cust_contact->new({
581 contactnum => $contact_email->contactnum,
582 custnum => $self->custnum,
584 $cust_contact->set('invoice_dest', 'Y');
585 my $error = $cust_contact->insert;
587 $dbh->rollback if $oldAutoCommit;
588 return "$error (linking to email address $dest)";
592 # this email address is not yet linked to any contact
593 $email .= ',' if length($email);
599 my $contact = FS::contact->new({
600 'custnum' => $self->get('custnum'),
601 'last' => $self->get('last'),
602 'first' => $self->get('first'),
603 'emailaddress' => $email,
604 'invoice_dest' => 'Y', # yes, you can set this via the contact
606 my $error = $contact->insert;
608 $dbh->rollback if $oldAutoCommit;
614 if ( my $contact = delete $options{'contact'} ) {
616 foreach my $c ( @$contact ) {
617 $c->custnum($self->custnum);
618 my $error = $c->insert;
620 $dbh->rollback if $oldAutoCommit;
626 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
628 my $error = $self->process_o2m( 'table' => 'contact',
629 'fields' => FS::contact->cgi_contact_fields,
630 'params' => $contact_params,
633 $dbh->rollback if $oldAutoCommit;
638 warn " setting cust_payby\n"
641 if ( $options{cust_payby} ) {
643 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
644 $cust_payby->custnum($self->custnum);
645 my $error = $cust_payby->insert;
647 $dbh->rollback if $oldAutoCommit;
652 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
654 my $error = $self->process_o2m(
655 'table' => 'cust_payby',
656 'fields' => FS::cust_payby->cgi_cust_payby_fields,
657 'params' => $cust_payby_params,
658 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
661 $dbh->rollback if $oldAutoCommit;
667 warn " setting cust_main_exemption\n"
670 my $tax_exemption = delete $options{'tax_exemption'};
671 if ( $tax_exemption ) {
673 $tax_exemption = { map { $_ => '' } @$tax_exemption }
674 if ref($tax_exemption) eq 'ARRAY';
676 foreach my $taxname ( keys %$tax_exemption ) {
677 my $cust_main_exemption = new FS::cust_main_exemption {
678 'custnum' => $self->custnum,
679 'taxname' => $taxname,
680 'exempt_number' => $tax_exemption->{$taxname},
682 my $error = $cust_main_exemption->insert;
684 $dbh->rollback if $oldAutoCommit;
685 return "inserting cust_main_exemption (transaction rolled back): $error";
690 warn " ordering packages\n"
693 $error = $self->order_pkgs( $cust_pkgs,
695 'seconds_ref' => \$seconds,
696 'upbytes_ref' => \$upbytes,
697 'downbytes_ref' => \$downbytes,
698 'totalbytes_ref' => \$totalbytes,
701 $dbh->rollback if $oldAutoCommit;
706 $dbh->rollback if $oldAutoCommit;
707 return "No svc_acct record to apply pre-paid time";
709 if ( $upbytes || $downbytes || $totalbytes ) {
710 $dbh->rollback if $oldAutoCommit;
711 return "No svc_acct record to apply pre-paid data";
715 warn " inserting initial $payby payment of $amount\n"
717 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
719 $dbh->rollback if $oldAutoCommit;
720 return "inserting payment (transaction rolled back): $error";
724 unless ( $import || $skip_fuzzyfiles ) {
725 warn " queueing fuzzyfiles update\n"
727 $error = $self->queue_fuzzyfiles_update;
729 $dbh->rollback if $oldAutoCommit;
730 return "updating fuzzy search cache: $error";
734 # FS::geocode_Mixin::after_insert or something?
735 if ( $conf->config('tax_district_method') and !$import ) {
736 # if anything non-empty, try to look it up
737 my $queue = new FS::queue {
738 'job' => 'FS::geocode_Mixin::process_district_update',
739 'custnum' => $self->custnum,
741 my $error = $queue->insert( ref($self), $self->custnum );
743 $dbh->rollback if $oldAutoCommit;
744 return "queueing tax district update: $error";
749 warn " exporting\n" if $DEBUG > 1;
751 my $export_args = $options{'export_args'} || [];
754 map qsearch( 'part_export', {exportnum=>$_} ),
755 $conf->config('cust_main-exports'); #, $agentnum
757 foreach my $part_export ( @part_export ) {
758 my $error = $part_export->export_insert($self, @$export_args);
760 $dbh->rollback if $oldAutoCommit;
761 return "exporting to ". $part_export->exporttype.
762 " (transaction rolled back): $error";
766 #foreach my $depend_jobnum ( @$depend_jobnums ) {
767 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
769 # foreach my $jobnum ( @jobnums ) {
770 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
771 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
773 # my $error = $queue->depend_insert($depend_jobnum);
775 # $dbh->rollback if $oldAutoCommit;
776 # return "error queuing job dependancy: $error";
783 #if ( exists $options{'jobnums'} ) {
784 # push @{ $options{'jobnums'} }, @jobnums;
787 warn " insert complete; committing transaction\n"
790 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
795 use File::CounterFile;
796 sub auto_agent_custid {
799 my $format = $conf->config('cust_main-auto_agent_custid');
801 if ( $format eq '1YMMXXXXXXXX' ) {
803 my $counter = new File::CounterFile 'cust_main.agent_custid';
806 my $ym = 100000000000 + time2str('%y%m00000000', time);
807 if ( $ym > $counter->value ) {
808 $counter->{'value'} = $agent_custid = $ym;
809 $counter->{'updated'} = 1;
811 $agent_custid = $counter->inc;
817 die "Unknown cust_main-auto_agent_custid format: $format";
820 $self->agent_custid($agent_custid);
824 =item PACKAGE METHODS
826 Documentation on customer package methods has been moved to
827 L<FS::cust_main::Packages>.
829 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
831 Recharges this (existing) customer with the specified prepaid card (see
832 L<FS::prepay_credit>), specified either by I<identifier> or as an
833 FS::prepay_credit object. If there is an error, returns the error, otherwise
836 Optionally, five scalar references can be passed as well. They will have their
837 values filled in with the amount, number of seconds, and number of upload,
838 download, and total bytes applied by this prepaid card.
842 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
843 #the only place that uses these args
844 sub recharge_prepay {
845 my( $self, $prepay_credit, $amountref, $secondsref,
846 $upbytesref, $downbytesref, $totalbytesref ) = @_;
848 local $SIG{HUP} = 'IGNORE';
849 local $SIG{INT} = 'IGNORE';
850 local $SIG{QUIT} = 'IGNORE';
851 local $SIG{TERM} = 'IGNORE';
852 local $SIG{TSTP} = 'IGNORE';
853 local $SIG{PIPE} = 'IGNORE';
855 my $oldAutoCommit = $FS::UID::AutoCommit;
856 local $FS::UID::AutoCommit = 0;
859 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
861 my $error = $self->get_prepay( $prepay_credit,
862 'amount_ref' => \$amount,
863 'seconds_ref' => \$seconds,
864 'upbytes_ref' => \$upbytes,
865 'downbytes_ref' => \$downbytes,
866 'totalbytes_ref' => \$totalbytes,
868 || $self->increment_seconds($seconds)
869 || $self->increment_upbytes($upbytes)
870 || $self->increment_downbytes($downbytes)
871 || $self->increment_totalbytes($totalbytes)
872 || $self->insert_cust_pay_prepay( $amount,
874 ? $prepay_credit->identifier
879 $dbh->rollback if $oldAutoCommit;
883 if ( defined($amountref) ) { $$amountref = $amount; }
884 if ( defined($secondsref) ) { $$secondsref = $seconds; }
885 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
886 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
887 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
889 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
894 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
896 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
897 specified either by I<identifier> or as an FS::prepay_credit object.
899 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
900 incremented by the values of the prepaid card.
902 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
903 check or set this customer's I<agentnum>.
905 If there is an error, returns the error, otherwise returns false.
911 my( $self, $prepay_credit, %opt ) = @_;
913 local $SIG{HUP} = 'IGNORE';
914 local $SIG{INT} = 'IGNORE';
915 local $SIG{QUIT} = 'IGNORE';
916 local $SIG{TERM} = 'IGNORE';
917 local $SIG{TSTP} = 'IGNORE';
918 local $SIG{PIPE} = 'IGNORE';
920 my $oldAutoCommit = $FS::UID::AutoCommit;
921 local $FS::UID::AutoCommit = 0;
924 unless ( ref($prepay_credit) ) {
926 my $identifier = $prepay_credit;
928 $prepay_credit = qsearchs(
930 { 'identifier' => $identifier },
935 unless ( $prepay_credit ) {
936 $dbh->rollback if $oldAutoCommit;
937 return "Invalid prepaid card: ". $identifier;
942 if ( $prepay_credit->agentnum ) {
943 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
944 $dbh->rollback if $oldAutoCommit;
945 return "prepaid card not valid for agent ". $self->agentnum;
947 $self->agentnum($prepay_credit->agentnum);
950 my $error = $prepay_credit->delete;
952 $dbh->rollback if $oldAutoCommit;
953 return "removing prepay_credit (transaction rolled back): $error";
956 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
957 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
959 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
964 =item increment_upbytes SECONDS
966 Updates this customer's single or primary account (see L<FS::svc_acct>) by
967 the specified number of upbytes. If there is an error, returns the error,
968 otherwise returns false.
972 sub increment_upbytes {
973 _increment_column( shift, 'upbytes', @_);
976 =item increment_downbytes SECONDS
978 Updates this customer's single or primary account (see L<FS::svc_acct>) by
979 the specified number of downbytes. If there is an error, returns the error,
980 otherwise returns false.
984 sub increment_downbytes {
985 _increment_column( shift, 'downbytes', @_);
988 =item increment_totalbytes SECONDS
990 Updates this customer's single or primary account (see L<FS::svc_acct>) by
991 the specified number of totalbytes. If there is an error, returns the error,
992 otherwise returns false.
996 sub increment_totalbytes {
997 _increment_column( shift, 'totalbytes', @_);
1000 =item increment_seconds SECONDS
1002 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1003 the specified number of seconds. If there is an error, returns the error,
1004 otherwise returns false.
1008 sub increment_seconds {
1009 _increment_column( shift, 'seconds', @_);
1012 =item _increment_column AMOUNT
1014 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1015 the specified number of seconds or bytes. If there is an error, returns
1016 the error, otherwise returns false.
1020 sub _increment_column {
1021 my( $self, $column, $amount ) = @_;
1022 warn "$me increment_column called: $column, $amount\n"
1025 return '' unless $amount;
1027 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1028 $self->ncancelled_pkgs;
1030 if ( ! @cust_pkg ) {
1031 return 'No packages with primary or single services found'.
1032 ' to apply pre-paid time';
1033 } elsif ( scalar(@cust_pkg) > 1 ) {
1034 #maybe have a way to specify the package/account?
1035 return 'Multiple packages found to apply pre-paid time';
1038 my $cust_pkg = $cust_pkg[0];
1039 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1043 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1045 if ( ! @cust_svc ) {
1046 return 'No account found to apply pre-paid time';
1047 } elsif ( scalar(@cust_svc) > 1 ) {
1048 return 'Multiple accounts found to apply pre-paid time';
1051 my $svc_acct = $cust_svc[0]->svc_x;
1052 warn " found service svcnum ". $svc_acct->pkgnum.
1053 ' ('. $svc_acct->email. ")\n"
1056 $column = "increment_$column";
1057 $svc_acct->$column($amount);
1061 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1063 Inserts a prepayment in the specified amount for this customer. An optional
1064 second argument can specify the prepayment identifier for tracking purposes.
1065 If there is an error, returns the error, otherwise returns false.
1069 sub insert_cust_pay_prepay {
1070 shift->insert_cust_pay('PREP', @_);
1073 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1075 Inserts a cash payment in the specified amount for this customer. An optional
1076 second argument can specify the payment identifier for tracking purposes.
1077 If there is an error, returns the error, otherwise returns false.
1081 sub insert_cust_pay_cash {
1082 shift->insert_cust_pay('CASH', @_);
1085 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1087 Inserts a Western Union payment in the specified amount for this customer. An
1088 optional second argument can specify the prepayment identifier for tracking
1089 purposes. If there is an error, returns the error, otherwise returns false.
1093 sub insert_cust_pay_west {
1094 shift->insert_cust_pay('WEST', @_);
1097 sub insert_cust_pay {
1098 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1099 my $payinfo = scalar(@_) ? shift : '';
1101 my $cust_pay = new FS::cust_pay {
1102 'custnum' => $self->custnum,
1103 'paid' => sprintf('%.2f', $amount),
1104 #'_date' => #date the prepaid card was purchased???
1106 'payinfo' => $payinfo,
1112 =item delete [ OPTION => VALUE ... ]
1114 This deletes the customer. If there is an error, returns the error, otherwise
1117 This will completely remove all traces of the customer record. This is not
1118 what you want when a customer cancels service; for that, cancel all of the
1119 customer's packages (see L</cancel>).
1121 If the customer has any uncancelled packages, you need to pass a new (valid)
1122 customer number for those packages to be transferred to, as the "new_customer"
1123 option. Cancelled packages will be deleted. Did I mention that this is NOT
1124 what you want when a customer cancels service and that you really should be
1125 looking at L<FS::cust_pkg/cancel>?
1127 You can't delete a customer with invoices (see L<FS::cust_bill>),
1128 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1129 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1130 set the "delete_financials" option to a true value.
1135 my( $self, %opt ) = @_;
1137 local $SIG{HUP} = 'IGNORE';
1138 local $SIG{INT} = 'IGNORE';
1139 local $SIG{QUIT} = 'IGNORE';
1140 local $SIG{TERM} = 'IGNORE';
1141 local $SIG{TSTP} = 'IGNORE';
1142 local $SIG{PIPE} = 'IGNORE';
1144 my $oldAutoCommit = $FS::UID::AutoCommit;
1145 local $FS::UID::AutoCommit = 0;
1148 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1149 $dbh->rollback if $oldAutoCommit;
1150 return "Can't delete a master agent customer";
1153 #use FS::access_user
1154 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1155 $dbh->rollback if $oldAutoCommit;
1156 return "Can't delete a master employee customer";
1159 tie my %financial_tables, 'Tie::IxHash',
1160 'cust_bill' => 'invoices',
1161 'cust_statement' => 'statements',
1162 'cust_credit' => 'credits',
1163 'cust_pay' => 'payments',
1164 'cust_refund' => 'refunds',
1167 foreach my $table ( keys %financial_tables ) {
1169 my @records = $self->$table();
1171 if ( @records && ! $opt{'delete_financials'} ) {
1172 $dbh->rollback if $oldAutoCommit;
1173 return "Can't delete a customer with ". $financial_tables{$table};
1176 foreach my $record ( @records ) {
1177 my $error = $record->delete;
1179 $dbh->rollback if $oldAutoCommit;
1180 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1186 my @cust_pkg = $self->ncancelled_pkgs;
1188 my $new_custnum = $opt{'new_custnum'};
1189 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1190 $dbh->rollback if $oldAutoCommit;
1191 return "Invalid new customer number: $new_custnum";
1193 foreach my $cust_pkg ( @cust_pkg ) {
1194 my %hash = $cust_pkg->hash;
1195 $hash{'custnum'} = $new_custnum;
1196 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1197 my $error = $new_cust_pkg->replace($cust_pkg,
1198 options => { $cust_pkg->options },
1201 $dbh->rollback if $oldAutoCommit;
1206 my @cancelled_cust_pkg = $self->all_pkgs;
1207 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1208 my $error = $cust_pkg->delete;
1210 $dbh->rollback if $oldAutoCommit;
1215 #cust_tax_adjustment in financials?
1216 #cust_pay_pending? ouch
1217 foreach my $table (qw(
1218 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1219 cust_payby cust_location cust_main_note cust_tax_adjustment
1220 cust_pay_void cust_pay_batch queue cust_tax_exempt
1222 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1223 my $error = $record->delete;
1225 $dbh->rollback if $oldAutoCommit;
1231 my $sth = $dbh->prepare(
1232 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1234 my $errstr = $dbh->errstr;
1235 $dbh->rollback if $oldAutoCommit;
1238 $sth->execute($self->custnum) or do {
1239 my $errstr = $sth->errstr;
1240 $dbh->rollback if $oldAutoCommit;
1246 my $ticket_dbh = '';
1247 if ($conf->config('ticket_system') eq 'RT_Internal') {
1249 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1250 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1251 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1252 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1255 if ( $ticket_dbh ) {
1257 my $ticket_sth = $ticket_dbh->prepare(
1258 'DELETE FROM Links WHERE Target = ?'
1260 my $errstr = $ticket_dbh->errstr;
1261 $dbh->rollback if $oldAutoCommit;
1264 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1266 my $errstr = $ticket_sth->errstr;
1267 $dbh->rollback if $oldAutoCommit;
1271 #check and see if the customer is the only link on the ticket, and
1272 #if so, set the ticket to deleted status in RT?
1273 #maybe someday, for now this will at least fix tickets not displaying
1277 #delete the customer record
1279 my $error = $self->SUPER::delete;
1281 $dbh->rollback if $oldAutoCommit;
1285 # cust_main exports!
1287 #my $export_args = $options{'export_args'} || [];
1290 map qsearch( 'part_export', {exportnum=>$_} ),
1291 $conf->config('cust_main-exports'); #, $agentnum
1293 foreach my $part_export ( @part_export ) {
1294 my $error = $part_export->export_delete( $self ); #, @$export_args);
1296 $dbh->rollback if $oldAutoCommit;
1297 return "exporting to ". $part_export->exporttype.
1298 " (transaction rolled back): $error";
1302 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1307 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1309 Replaces the OLD_RECORD with this one in the database. If there is an error,
1310 returns the error, otherwise returns false.
1312 To change the customer's address, set the pseudo-fields C<bill_location> and
1313 C<ship_location>. The address will still only change if at least one of the
1314 address fields differs from the existing values.
1316 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1317 set as the contact email address for a default contact with the same name as
1320 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1321 I<contact_params>, I<invoicing_list>.
1323 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1324 of tax names and exemption numbers. FS::cust_main_exemption records will be
1325 deleted and inserted as appropriate.
1327 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1328 groups (describing the customer's payment methods and contacts, respectively)
1329 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1330 and L<FS::contact> for the fields these can contain.
1332 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1333 should be used instead if possible.
1340 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1342 : $self->replace_old;
1346 warn "$me replace called\n"
1349 my $curuser = $FS::CurrentUser::CurrentUser;
1350 return "You are not permitted to create complimentary accounts."
1351 if $self->complimentary eq 'Y'
1352 && $self->complimentary ne $old->complimentary
1353 && ! $curuser->access_right('Complimentary customer');
1355 local($ignore_expired_card) = 1
1356 if $old->payby =~ /^(CARD|DCRD)$/
1357 && $self->payby =~ /^(CARD|DCRD)$/
1358 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1360 local($ignore_banned_card) = 1
1361 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1362 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1363 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1365 if ( $self->payby =~ /^(CARD|DCRD)$/
1366 && $old->payinfo ne $self->payinfo
1367 && $old->paymask ne $self->paymask )
1369 my $error = $self->check_payinfo_cardtype;
1370 return $error if $error;
1373 return "Invoicing locale is required"
1376 && $conf->exists('cust_main-require_locale');
1378 local $SIG{HUP} = 'IGNORE';
1379 local $SIG{INT} = 'IGNORE';
1380 local $SIG{QUIT} = 'IGNORE';
1381 local $SIG{TERM} = 'IGNORE';
1382 local $SIG{TSTP} = 'IGNORE';
1383 local $SIG{PIPE} = 'IGNORE';
1385 my $oldAutoCommit = $FS::UID::AutoCommit;
1386 local $FS::UID::AutoCommit = 0;
1389 for my $l (qw(bill_location ship_location)) {
1390 #my $old_loc = $old->$l;
1391 my $new_loc = $self->$l or next;
1393 # find the existing location if there is one
1394 $new_loc->set('custnum' => $self->custnum);
1395 my $error = $new_loc->find_or_insert;
1397 $dbh->rollback if $oldAutoCommit;
1400 $self->set($l.'num', $new_loc->locationnum);
1404 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1405 warn "cust_main::replace: using deprecated invoicing list argument";
1406 $invoicing_list = shift @param;
1409 my %options = @param;
1411 $invoicing_list ||= $options{invoicing_list};
1413 my @contacts = map { $_->contact } $self->cust_contact;
1414 # find a contact that matches the customer's name
1415 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1416 and $_->last eq $old->get('last') }
1418 $implicit_contact ||= FS::contact->new({
1419 'custnum' => $self->custnum,
1420 'locationnum' => $self->get('bill_locationnum'),
1423 # for any of these that are already contact emails, link to the existing
1425 if ( $invoicing_list ) {
1428 # kind of like process_m2m on these, except:
1429 # - the other side is two tables in a join
1430 # - and we might have to create new contact_emails
1431 # - and possibly a new contact
1433 # Find existing invoice emails that aren't on the implicit contact.
1434 # Any of these that are not on the new invoicing list will be removed.
1435 my %old_email_cust_contact;
1436 foreach my $cust_contact ($self->cust_contact) {
1437 next if !$cust_contact->invoice_dest;
1438 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1440 foreach my $contact_email ($cust_contact->contact->contact_email) {
1441 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1445 foreach my $dest (@$invoicing_list) {
1447 if ($dest eq 'POST') {
1449 $self->set('postal_invoice', 'Y');
1451 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1453 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1457 # See if it belongs to some other contact; if so, link it.
1458 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1460 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1461 my $cust_contact = qsearchs('cust_contact', {
1462 contactnum => $contact_email->contactnum,
1463 custnum => $self->custnum,
1464 }) || FS::cust_contact->new({
1465 contactnum => $contact_email->contactnum,
1466 custnum => $self->custnum,
1468 $cust_contact->set('invoice_dest', 'Y');
1469 my $error = $cust_contact->custcontactnum ?
1470 $cust_contact->replace : $cust_contact->insert;
1472 $dbh->rollback if $oldAutoCommit;
1473 return "$error (linking to email address $dest)";
1477 # This email address is not yet linked to any contact, so it will
1478 # be added to the implicit contact.
1479 $email .= ',' if length($email);
1485 foreach my $remove_dest (keys %old_email_cust_contact) {
1486 my $cust_contact = $old_email_cust_contact{$remove_dest};
1487 # These were not in the list of requested destinations, so take them off.
1488 $cust_contact->set('invoice_dest', '');
1489 my $error = $cust_contact->replace;
1491 $dbh->rollback if $oldAutoCommit;
1492 return "$error (unlinking email address $remove_dest)";
1496 # make sure it keeps up with the changed customer name, if any
1497 $implicit_contact->set('last', $self->get('last'));
1498 $implicit_contact->set('first', $self->get('first'));
1499 $implicit_contact->set('emailaddress', $email);
1500 $implicit_contact->set('invoice_dest', 'Y');
1501 $implicit_contact->set('custnum', $self->custnum);
1504 if ( $implicit_contact->contactnum ) {
1505 $error = $implicit_contact->replace;
1506 } elsif ( length($email) ) { # don't create a new contact if not needed
1507 $error = $implicit_contact->insert;
1511 $dbh->rollback if $oldAutoCommit;
1512 return "$error (adding email address $email)";
1517 # replace the customer record
1518 my $error = $self->SUPER::replace($old);
1521 $dbh->rollback if $oldAutoCommit;
1525 # now move packages to the new service location
1526 $self->set('ship_location', ''); #flush cache
1527 if ( $old->ship_locationnum and # should only be null during upgrade...
1528 $old->ship_locationnum != $self->ship_locationnum ) {
1529 $error = $old->ship_location->move_to($self->ship_location);
1531 $dbh->rollback if $oldAutoCommit;
1535 # don't move packages based on the billing location, but
1536 # disable it if it's no longer in use
1537 if ( $old->bill_locationnum and
1538 $old->bill_locationnum != $self->bill_locationnum ) {
1539 $error = $old->bill_location->disable_if_unused;
1541 $dbh->rollback if $oldAutoCommit;
1546 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1548 #this could be more efficient than deleting and re-inserting, if it matters
1549 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1550 my $error = $cust_tag->delete;
1552 $dbh->rollback if $oldAutoCommit;
1556 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1557 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1558 'custnum' => $self->custnum };
1559 my $error = $cust_tag->insert;
1561 $dbh->rollback if $oldAutoCommit;
1568 my $tax_exemption = delete $options{'tax_exemption'};
1569 if ( $tax_exemption ) {
1571 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1572 if ref($tax_exemption) eq 'ARRAY';
1574 my %cust_main_exemption =
1575 map { $_->taxname => $_ }
1576 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1578 foreach my $taxname ( keys %$tax_exemption ) {
1580 if ( $cust_main_exemption{$taxname} &&
1581 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1584 delete $cust_main_exemption{$taxname};
1588 my $cust_main_exemption = new FS::cust_main_exemption {
1589 'custnum' => $self->custnum,
1590 'taxname' => $taxname,
1591 'exempt_number' => $tax_exemption->{$taxname},
1593 my $error = $cust_main_exemption->insert;
1595 $dbh->rollback if $oldAutoCommit;
1596 return "inserting cust_main_exemption (transaction rolled back): $error";
1600 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1601 my $error = $cust_main_exemption->delete;
1603 $dbh->rollback if $oldAutoCommit;
1604 return "deleting cust_main_exemption (transaction rolled back): $error";
1610 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1612 my $error = $self->process_o2m(
1613 'table' => 'cust_payby',
1614 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1615 'params' => $cust_payby_params,
1616 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1619 $dbh->rollback if $oldAutoCommit;
1625 if ( my $contact_params = delete $options{'contact_params'} ) {
1627 # this can potentially replace contacts that were created by the
1628 # invoicing list argument, but the UI shouldn't allow both of them
1631 my $error = $self->process_o2m(
1632 'table' => 'contact',
1633 'fields' => FS::contact->cgi_contact_fields,
1634 'params' => $contact_params,
1637 $dbh->rollback if $oldAutoCommit;
1643 unless ( $import || $skip_fuzzyfiles ) {
1644 $error = $self->queue_fuzzyfiles_update;
1646 $dbh->rollback if $oldAutoCommit;
1647 return "updating fuzzy search cache: $error";
1651 # tax district update in cust_location
1653 # cust_main exports!
1655 my $export_args = $options{'export_args'} || [];
1658 map qsearch( 'part_export', {exportnum=>$_} ),
1659 $conf->config('cust_main-exports'); #, $agentnum
1661 foreach my $part_export ( @part_export ) {
1662 my $error = $part_export->export_replace( $self, $old, @$export_args);
1664 $dbh->rollback if $oldAutoCommit;
1665 return "exporting to ". $part_export->exporttype.
1666 " (transaction rolled back): $error";
1670 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1675 =item queue_fuzzyfiles_update
1677 Used by insert & replace to update the fuzzy search cache
1681 use FS::cust_main::Search;
1682 sub queue_fuzzyfiles_update {
1685 local $SIG{HUP} = 'IGNORE';
1686 local $SIG{INT} = 'IGNORE';
1687 local $SIG{QUIT} = 'IGNORE';
1688 local $SIG{TERM} = 'IGNORE';
1689 local $SIG{TSTP} = 'IGNORE';
1690 local $SIG{PIPE} = 'IGNORE';
1692 my $oldAutoCommit = $FS::UID::AutoCommit;
1693 local $FS::UID::AutoCommit = 0;
1696 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1697 my $queue = new FS::queue {
1698 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1700 my @args = "cust_main.$field", $self->get($field);
1701 my $error = $queue->insert( @args );
1703 $dbh->rollback if $oldAutoCommit;
1704 return "queueing job (transaction rolled back): $error";
1709 push @locations, $self->bill_location if $self->bill_locationnum;
1710 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1711 foreach my $location (@locations) {
1712 my $queue = new FS::queue {
1713 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1715 my @args = 'cust_location.address1', $location->address1;
1716 my $error = $queue->insert( @args );
1718 $dbh->rollback if $oldAutoCommit;
1719 return "queueing job (transaction rolled back): $error";
1723 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1730 Checks all fields to make sure this is a valid customer record. If there is
1731 an error, returns the error, otherwise returns false. Called by the insert
1732 and replace methods.
1739 warn "$me check BEFORE: \n". $self->_dump
1743 $self->ut_numbern('custnum')
1744 || $self->ut_number('agentnum')
1745 || $self->ut_textn('agent_custid')
1746 || $self->ut_number('refnum')
1747 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1748 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1749 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1750 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1751 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1752 || $self->ut_textn('custbatch')
1753 || $self->ut_name('last')
1754 || $self->ut_name('first')
1755 || $self->ut_snumbern('signupdate')
1756 || $self->ut_snumbern('birthdate')
1757 || $self->ut_namen('spouse_last')
1758 || $self->ut_namen('spouse_first')
1759 || $self->ut_snumbern('spouse_birthdate')
1760 || $self->ut_snumbern('anniversary_date')
1761 || $self->ut_textn('company')
1762 || $self->ut_textn('ship_company')
1763 || $self->ut_anything('comments')
1764 || $self->ut_numbern('referral_custnum')
1765 || $self->ut_textn('stateid')
1766 || $self->ut_textn('stateid_state')
1767 || $self->ut_textn('invoice_terms')
1768 || $self->ut_floatn('cdr_termination_percentage')
1769 || $self->ut_floatn('credit_limit')
1770 || $self->ut_numbern('billday')
1771 || $self->ut_numbern('prorate_day')
1772 || $self->ut_flag('edit_subject')
1773 || $self->ut_flag('calling_list_exempt')
1774 || $self->ut_flag('invoice_noemail')
1775 || $self->ut_flag('message_noemail')
1776 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1777 || $self->ut_currencyn('currency')
1778 || $self->ut_textn('po_number')
1779 || $self->ut_enum('complimentary', [ '', 'Y' ])
1780 || $self->ut_flag('invoice_ship_address')
1781 || $self->ut_flag('invoice_dest')
1784 foreach (qw(company ship_company)) {
1785 my $company = $self->get($_);
1786 $company =~ s/^\s+//;
1787 $company =~ s/\s+$//;
1788 $company =~ s/\s+/ /g;
1789 $self->set($_, $company);
1792 #barf. need message catalogs. i18n. etc.
1793 $error .= "Please select an advertising source."
1794 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1795 return $error if $error;
1797 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1798 or return "Unknown agent";
1800 if ( $self->currency ) {
1801 my $agent_currency = qsearchs( 'agent_currency', {
1802 'agentnum' => $agent->agentnum,
1803 'currency' => $self->currency,
1805 or return "Agent ". $agent->agent.
1806 " not permitted to offer ". $self->currency. " invoicing";
1809 return "Unknown refnum"
1810 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1812 return "Unknown referring custnum: ". $self->referral_custnum
1813 unless ! $self->referral_custnum
1814 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1816 if ( $self->ss eq '' ) {
1821 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1822 or return "Illegal social security number: ". $self->ss;
1823 $self->ss("$1-$2-$3");
1826 #turn off invoice_ship_address if ship & bill are the same
1827 if ($self->bill_locationnum eq $self->ship_locationnum) {
1828 $self->invoice_ship_address('');
1831 # cust_main_county verification now handled by cust_location check
1834 $self->ut_phonen('daytime', $self->country)
1835 || $self->ut_phonen('night', $self->country)
1836 || $self->ut_phonen('fax', $self->country)
1837 || $self->ut_phonen('mobile', $self->country)
1839 return $error if $error;
1841 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1843 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1846 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1848 : FS::Msgcat::_gettext('daytime');
1849 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1851 : FS::Msgcat::_gettext('night');
1853 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1855 : FS::Msgcat::_gettext('mobile');
1857 return "$daytime_label, $night_label or $mobile_label is required"
1861 ### start of stuff moved to cust_payby
1862 # then mostly kept here to support upgrades (can remove in 5.x)
1863 # but modified to allow everything to be empty
1865 if ( $self->payby ) {
1866 FS::payby->can_payby($self->table, $self->payby)
1867 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 ( !$import && !$ignore_invalid_card && $check_payinfo &&
1893 $self->payby =~ /^(CARD|DCRD)$/ ) {
1895 my $payinfo = $self->payinfo;
1896 $payinfo =~ s/\D//g;
1897 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1898 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1900 $self->payinfo($payinfo);
1902 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1904 return gettext('unknown_card_type')
1905 if $self->payinfo !~ /^99\d{14}$/ #token
1906 && cardtype($self->payinfo) eq "Unknown";
1908 unless ( $ignore_banned_card ) {
1909 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1911 if ( $ban->bantype eq 'warn' ) {
1912 #or others depending on value of $ban->reason ?
1913 return '_duplicate_card'.
1914 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1915 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1916 ' (ban# '. $ban->bannum. ')'
1917 unless $self->override_ban_warn;
1919 return 'Banned credit card: banned on '.
1920 time2str('%a %h %o at %r', $ban->_date).
1921 ' by '. $ban->otaker.
1922 ' (ban# '. $ban->bannum. ')';
1927 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1928 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1929 $self->paycvv =~ /^(\d{4})$/
1930 or return "CVV2 (CID) for American Express cards is four digits.";
1933 $self->paycvv =~ /^(\d{3})$/
1934 or return "CVV2 (CVC2/CID) is three digits.";
1941 my $cardtype = cardtype($payinfo);
1942 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1944 return "Start date or issue number is required for $cardtype cards"
1945 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1947 return "Start month must be between 1 and 12"
1948 if $self->paystart_month
1949 and $self->paystart_month < 1 || $self->paystart_month > 12;
1951 return "Start year must be 1990 or later"
1952 if $self->paystart_year
1953 and $self->paystart_year < 1990;
1955 return "Issue number must be beween 1 and 99"
1957 and $self->payissue < 1 || $self->payissue > 99;
1960 $self->paystart_month('');
1961 $self->paystart_year('');
1962 $self->payissue('');
1965 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1966 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1968 my $payinfo = $self->payinfo;
1969 $payinfo =~ s/[^\d\@\.]//g;
1970 if ( $conf->config('echeck-country') eq 'CA' ) {
1971 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1972 or return 'invalid echeck account@branch.bank';
1973 $payinfo = "$1\@$2.$3";
1974 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1975 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1976 $payinfo = "$1\@$2";
1978 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1979 $payinfo = "$1\@$2";
1981 $self->payinfo($payinfo);
1984 unless ( $ignore_banned_card ) {
1985 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1987 if ( $ban->bantype eq 'warn' ) {
1988 #or others depending on value of $ban->reason ?
1989 return '_duplicate_ach' unless $self->override_ban_warn;
1991 return 'Banned ACH account: banned on '.
1992 time2str('%a %h %o at %r', $ban->_date).
1993 ' by '. $ban->otaker.
1994 ' (ban# '. $ban->bannum. ')';
1999 } elsif ( $self->payby eq 'LECB' ) {
2001 my $payinfo = $self->payinfo;
2002 $payinfo =~ s/\D//g;
2003 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2005 $self->payinfo($payinfo);
2008 } elsif ( $self->payby eq 'BILL' ) {
2010 $error = $self->ut_textn('payinfo');
2011 return "Illegal P.O. number: ". $self->payinfo if $error;
2014 } elsif ( $self->payby eq 'COMP' ) {
2016 my $curuser = $FS::CurrentUser::CurrentUser;
2017 if ( ! $self->custnum
2018 && ! $curuser->access_right('Complimentary customer')
2021 return "You are not permitted to create complimentary accounts."
2024 $error = $self->ut_textn('payinfo');
2025 return "Illegal comp account issuer: ". $self->payinfo if $error;
2028 } elsif ( $self->payby eq 'PREPAY' ) {
2030 my $payinfo = $self->payinfo;
2031 $payinfo =~ s/\W//g; #anything else would just confuse things
2032 $self->payinfo($payinfo);
2033 $error = $self->ut_alpha('payinfo');
2034 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2035 return "Unknown prepayment identifier"
2036 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2041 return "You are not permitted to create complimentary accounts."
2043 && $self->complimentary eq 'Y'
2044 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2046 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2047 return "Expiration date required"
2048 # shouldn't payinfo_check do this?
2049 unless ! $self->payby
2050 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2054 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2055 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2056 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2057 ( $m, $y ) = ( $2, "19$1" );
2058 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2059 ( $m, $y ) = ( $3, "20$2" );
2061 return "Illegal expiration date: ". $self->paydate;
2063 $m = sprintf('%02d',$m);
2064 $self->paydate("$y-$m-01");
2065 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2066 return gettext('expired_card')
2068 && !$ignore_expired_card
2069 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2072 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2073 ( ! $conf->exists('require_cardname')
2074 || $self->payby !~ /^(CARD|DCRD)$/ )
2076 $self->payname( $self->first. " ". $self->getfield('last') );
2079 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2080 $self->payname =~ /^([\w \,\.\-\']*)$/
2081 or return gettext('illegal_name'). " payname: ". $self->payname;
2084 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2085 or return gettext('illegal_name'). " payname: ". $self->payname;
2091 ### end of stuff moved to cust_payby
2093 return "Please select an invoicing locale"
2096 && $conf->exists('cust_main-require_locale');
2098 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2099 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2103 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2105 warn "$me check AFTER: \n". $self->_dump
2108 $self->SUPER::check;
2111 sub check_payinfo_cardtype {
2114 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2116 my $payinfo = $self->payinfo;
2117 $payinfo =~ s/\D//g;
2119 return '' if $payinfo =~ /^99\d{14}$/; #token
2121 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2122 my $cardtype = cardtype($payinfo);
2124 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2132 Additional checks for replace only.
2137 my ($new,$old) = @_;
2138 #preserve old value if global config is set
2139 if ($old && $conf->exists('invoice-ship_address')) {
2140 $new->invoice_ship_address($old->invoice_ship_address);
2147 Returns a list of fields which have ship_ duplicates.
2152 qw( last first company
2154 address1 address2 city county state zip country
2156 daytime night fax mobile
2160 =item has_ship_address
2162 Returns true if this customer record has a separate shipping address.
2166 sub has_ship_address {
2168 $self->bill_locationnum != $self->ship_locationnum;
2173 Returns a list of key/value pairs, with the following keys: address1,
2174 adddress2, city, county, state, zip, country, district, and geocode. The
2175 shipping address is used if present.
2181 $self->ship_location->location_hash;
2186 Returns all locations (see L<FS::cust_location>) for this customer.
2193 'table' => 'cust_location',
2194 'hashref' => { 'custnum' => $self->custnum,
2195 'prospectnum' => '',
2197 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2203 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2209 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2212 =item cust_payby PAYBY
2214 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2216 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2217 Does not validate PAYBY.
2225 'table' => 'cust_payby',
2226 'hashref' => { 'custnum' => $self->custnum },
2227 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2229 $search->{'extra_sql'} = ' AND payby IN ( '.
2230 join(',', map dbh->quote($_), @payby).
2237 =item has_cust_payby_auto
2239 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2243 sub has_cust_payby_auto {
2246 'table' => 'cust_payby',
2247 'hashref' => { 'custnum' => $self->custnum, },
2248 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2249 'order_by' => 'LIMIT 1',
2256 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2257 and L<FS::cust_pkg>) for this customer, except those on hold.
2259 Returns a list: an empty list on success or a list of errors.
2265 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2270 Unsuspends all suspended packages in the on-hold state (those without setup
2271 dates) for this customer.
2277 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2282 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2284 Returns a list: an empty list on success or a list of errors.
2290 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2293 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2295 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2296 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2297 of a list of pkgparts; the hashref has the following keys:
2301 =item pkgparts - listref of pkgparts
2303 =item (other options are passed to the suspend method)
2308 Returns a list: an empty list on success or a list of errors.
2312 sub suspend_if_pkgpart {
2314 my (@pkgparts, %opt);
2315 if (ref($_[0]) eq 'HASH'){
2316 @pkgparts = @{$_[0]{pkgparts}};
2321 grep { $_->suspend(%opt) }
2322 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2323 $self->unsuspended_pkgs;
2326 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2328 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2329 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2330 instead of a list of pkgparts; the hashref has the following keys:
2334 =item pkgparts - listref of pkgparts
2336 =item (other options are passed to the suspend method)
2340 Returns a list: an empty list on success or a list of errors.
2344 sub suspend_unless_pkgpart {
2346 my (@pkgparts, %opt);
2347 if (ref($_[0]) eq 'HASH'){
2348 @pkgparts = @{$_[0]{pkgparts}};
2353 grep { $_->suspend(%opt) }
2354 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2355 $self->unsuspended_pkgs;
2358 =item cancel [ OPTION => VALUE ... ]
2360 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2362 Available options are:
2366 =item quiet - can be set true to supress email cancellation notices.
2368 =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.
2370 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2372 =item nobill - can be set true to skip billing if it might otherwise be done.
2376 Always returns a list: an empty list on success or a list of errors.
2380 # nb that dates are not specified as valid options to this method
2383 my( $self, %opt ) = @_;
2385 my $oldAutoCommit = $FS::UID::AutoCommit;
2386 local $FS::UID::AutoCommit = 0;
2388 warn "$me cancel called on customer ". $self->custnum. " with options ".
2389 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2392 return ( 'access denied' )
2393 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2395 if ( $opt{'ban'} ) {
2397 foreach my $cust_payby ( $self->cust_payby ) {
2399 #well, if they didn't get decrypted on search, then we don't have to
2400 # try again... queue a job for the server that does have decryption
2401 # capability if we're in a paranoid multi-server implementation?
2402 return ( "Can't (yet) ban encrypted credit cards" )
2403 if $cust_payby->is_encrypted($cust_payby->payinfo);
2405 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2406 my $error = $ban->insert;
2408 dbh->rollback if $oldAutoCommit;
2416 my @pkgs = $self->ncancelled_pkgs;
2418 # bill all packages first, so we don't lose usage, service counts for
2419 # bulk billing, etc.
2420 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2422 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2424 # we should return an error and exit in this case, yes?
2425 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2426 dbh->rollback if $oldAutoCommit;
2427 return ( "Error billing during cancellation: $error" );
2432 # now cancel all services, the same way we would for individual packages
2433 my @cust_svc = map { $_->cust_svc } @pkgs;
2434 my @sorted_cust_svc =
2436 sort { $a->[1] <=> $b->[1] }
2437 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; }
2440 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2443 foreach my $cust_svc (@sorted_cust_svc) {
2444 my $part_svc = $cust_svc->part_svc;
2445 next if ( defined($part_svc) and $part_svc->preserve );
2446 my $error = $cust_svc->cancel; # immediate cancel, no date option
2447 push @errors, $error if $error;
2450 # then we won't get to the point of canceling packages
2451 dbh->rollback if $oldAutoCommit;
2455 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2456 $self->custnum. "\n"
2459 @errors = grep { $_ } map { $_->cancel(%opt) } @pkgs;
2461 dbh->rollback if $oldAutoCommit;
2468 sub _banned_pay_hashref {
2479 'payby' => $payby2ban{$self->payby},
2480 'payinfo' => $self->payinfo,
2481 #don't ever *search* on reason! #'reason' =>
2487 Returns all notes (see L<FS::cust_main_note>) for this customer.
2492 my($self,$orderby_classnum) = (shift,shift);
2493 my $orderby = "sticky DESC, _date DESC";
2494 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2495 qsearch( 'cust_main_note',
2496 { 'custnum' => $self->custnum },
2498 "ORDER BY $orderby",
2504 Returns the agent (see L<FS::agent>) for this customer.
2508 Returns the agent name (see L<FS::agent>) for this customer.
2514 $self->agent->agent;
2519 Returns any tags associated with this customer, as FS::cust_tag objects,
2520 or an empty list if there are no tags.
2524 Returns any tags associated with this customer, as FS::part_tag objects,
2525 or an empty list if there are no tags.
2531 map $_->part_tag, $self->cust_tag;
2537 Returns the customer class, as an FS::cust_class object, or the empty string
2538 if there is no customer class.
2542 Returns the customer category name, or the empty string if there is no customer
2549 my $cust_class = $self->cust_class;
2551 ? $cust_class->categoryname
2557 Returns the customer class name, or the empty string if there is no customer
2564 my $cust_class = $self->cust_class;
2566 ? $cust_class->classname
2572 Returns the external tax status, as an FS::tax_status object, or the empty
2573 string if there is no tax status.
2579 if ( $self->taxstatusnum ) {
2580 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2588 Returns the tax status code if there is one.
2594 my $tax_status = $self->tax_status;
2596 ? $tax_status->taxstatus
2600 =item BILLING METHODS
2602 Documentation on billing methods has been moved to
2603 L<FS::cust_main::Billing>.
2605 =item REALTIME BILLING METHODS
2607 Documentation on realtime billing methods has been moved to
2608 L<FS::cust_main::Billing_Realtime>.
2612 Removes the I<paycvv> field from the database directly.
2614 If there is an error, returns the error, otherwise returns false.
2616 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2622 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2623 or return dbh->errstr;
2624 $sth->execute($self->custnum)
2625 or return $sth->errstr;
2632 Returns the total owed for this customer on all invoices
2633 (see L<FS::cust_bill/owed>).
2639 $self->total_owed_date(2145859200); #12/31/2037
2642 =item total_owed_date TIME
2644 Returns the total owed for this customer on all invoices with date earlier than
2645 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2646 see L<Time::Local> and L<Date::Parse> for conversion functions.
2650 sub total_owed_date {
2654 my $custnum = $self->custnum;
2656 my $owed_sql = FS::cust_bill->owed_sql;
2659 SELECT SUM($owed_sql) FROM cust_bill
2660 WHERE custnum = $custnum
2664 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2668 =item total_owed_pkgnum PKGNUM
2670 Returns the total owed on all invoices for this customer's specific package
2671 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2675 sub total_owed_pkgnum {
2676 my( $self, $pkgnum ) = @_;
2677 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2680 =item total_owed_date_pkgnum TIME PKGNUM
2682 Returns the total owed for this customer's specific package when using
2683 experimental package balances on all invoices with date earlier than
2684 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2685 see L<Time::Local> and L<Date::Parse> for conversion functions.
2689 sub total_owed_date_pkgnum {
2690 my( $self, $time, $pkgnum ) = @_;
2693 foreach my $cust_bill (
2694 grep { $_->_date <= $time }
2695 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2697 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2699 sprintf( "%.2f", $total_bill );
2705 Returns the total amount of all payments.
2712 $total += $_->paid foreach $self->cust_pay;
2713 sprintf( "%.2f", $total );
2716 =item total_unapplied_credits
2718 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2719 customer. See L<FS::cust_credit/credited>.
2721 =item total_credited
2723 Old name for total_unapplied_credits. Don't use.
2727 sub total_credited {
2728 #carp "total_credited deprecated, use total_unapplied_credits";
2729 shift->total_unapplied_credits(@_);
2732 sub total_unapplied_credits {
2735 my $custnum = $self->custnum;
2737 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2740 SELECT SUM($unapplied_sql) FROM cust_credit
2741 WHERE custnum = $custnum
2744 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2748 =item total_unapplied_credits_pkgnum PKGNUM
2750 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2751 customer. See L<FS::cust_credit/credited>.
2755 sub total_unapplied_credits_pkgnum {
2756 my( $self, $pkgnum ) = @_;
2757 my $total_credit = 0;
2758 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2759 sprintf( "%.2f", $total_credit );
2763 =item total_unapplied_payments
2765 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2766 See L<FS::cust_pay/unapplied>.
2770 sub total_unapplied_payments {
2773 my $custnum = $self->custnum;
2775 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2778 SELECT SUM($unapplied_sql) FROM cust_pay
2779 WHERE custnum = $custnum
2782 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2786 =item total_unapplied_payments_pkgnum PKGNUM
2788 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2789 specific package when using experimental package balances. See
2790 L<FS::cust_pay/unapplied>.
2794 sub total_unapplied_payments_pkgnum {
2795 my( $self, $pkgnum ) = @_;
2796 my $total_unapplied = 0;
2797 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2798 sprintf( "%.2f", $total_unapplied );
2802 =item total_unapplied_refunds
2804 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2805 customer. See L<FS::cust_refund/unapplied>.
2809 sub total_unapplied_refunds {
2811 my $custnum = $self->custnum;
2813 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2816 SELECT SUM($unapplied_sql) FROM cust_refund
2817 WHERE custnum = $custnum
2820 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2826 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2827 total_unapplied_credits minus total_unapplied_payments).
2833 $self->balance_date_range;
2836 =item balance_date TIME
2838 Returns the balance for this customer, only considering invoices with date
2839 earlier than TIME (total_owed_date minus total_credited minus
2840 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2841 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2848 $self->balance_date_range(shift);
2851 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2853 Returns the balance for this customer, optionally considering invoices with
2854 date earlier than START_TIME, and not later than END_TIME
2855 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2857 Times are specified as SQL fragments or numeric
2858 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2859 L<Date::Parse> for conversion functions. The empty string can be passed
2860 to disable that time constraint completely.
2862 Accepts the same options as L<balance_date_sql>:
2866 =item unapplied_date
2868 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)
2872 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2873 time will be ignored. Note that START_TIME and END_TIME only limit the date
2874 range for invoices and I<unapplied> payments, credits, and refunds.
2880 sub balance_date_range {
2882 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2883 ') FROM cust_main WHERE custnum='. $self->custnum;
2884 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2887 =item balance_pkgnum PKGNUM
2889 Returns the balance for this customer's specific package when using
2890 experimental package balances (total_owed plus total_unrefunded, minus
2891 total_unapplied_credits minus total_unapplied_payments)
2895 sub balance_pkgnum {
2896 my( $self, $pkgnum ) = @_;
2899 $self->total_owed_pkgnum($pkgnum)
2900 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2901 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2902 - $self->total_unapplied_credits_pkgnum($pkgnum)
2903 - $self->total_unapplied_payments_pkgnum($pkgnum)
2909 Returns a hash of useful information for making a payment.
2919 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2920 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2921 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2925 For credit card transactions:
2937 For electronic check transactions:
2952 $return{balance} = $self->balance;
2954 $return{payname} = $self->payname
2955 || ( $self->first. ' '. $self->get('last') );
2957 $return{$_} = $self->bill_location->$_
2958 for qw(address1 address2 city state zip);
2960 $return{payby} = $self->payby;
2961 $return{stateid_state} = $self->stateid_state;
2963 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2964 $return{card_type} = cardtype($self->payinfo);
2965 $return{payinfo} = $self->paymask;
2967 @return{'month', 'year'} = $self->paydate_monthyear;
2971 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2972 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2973 $return{payinfo1} = $payinfo1;
2974 $return{payinfo2} = $payinfo2;
2975 $return{paytype} = $self->paytype;
2976 $return{paystate} = $self->paystate;
2980 #doubleclick protection
2982 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2990 Returns the next payment expiration date for this customer. If they have no
2991 payment methods that will expire, returns 0.
2997 # filter out the ones that individually return 0, but then return 0 if
2998 # there are no results
2999 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
3000 min( @epochs ) || 0;
3003 =item paydate_epoch_sql
3005 Returns an SQL expression to get the next payment expiration date for a
3006 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
3007 dates, so that it's safe to test for "will it expire before date X" for any
3012 sub paydate_epoch_sql {
3014 my $paydate = FS::cust_payby->paydate_epoch_sql;
3015 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
3019 my( $self, $taxname ) = @_;
3021 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3022 'taxname' => $taxname,
3027 =item cust_main_exemption
3029 =item invoicing_list
3031 Returns a list of email addresses (with svcnum entries expanded), and the word
3032 'POST' if the customer receives postal invoices.
3036 sub invoicing_list {
3037 my( $self, $arrayref ) = @_;
3040 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
3043 my @emails = $self->invoicing_list_emailonly;
3044 push @emails, 'POST' if $self->get('postal_invoice');
3049 =item check_invoicing_list ARRAYREF
3051 Checks these arguements as valid input for the invoicing_list method. If there
3052 is an error, returns the error, otherwise returns false.
3056 sub check_invoicing_list {
3057 my( $self, $arrayref ) = @_;
3059 foreach my $address ( @$arrayref ) {
3061 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3062 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3065 my $cust_main_invoice = new FS::cust_main_invoice ( {
3066 'custnum' => $self->custnum,
3069 my $error = $self->custnum
3070 ? $cust_main_invoice->check
3071 : $cust_main_invoice->checkdest
3073 return $error if $error;
3077 return "Email address required"
3078 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3079 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3086 Returns the email addresses of all accounts provisioned for this customer.
3093 foreach my $cust_pkg ( $self->all_pkgs ) {
3094 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3096 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3097 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3099 $list{$_}=1 foreach map { $_->email } @svc_acct;
3104 =item invoicing_list_addpost
3106 Adds postal invoicing to this customer. If this customer is already configured
3107 to receive postal invoices, does nothing.
3111 sub invoicing_list_addpost {
3113 if ( $self->get('postal_invoice') eq '' ) {
3114 $self->set('postal_invoice', 'Y');
3115 my $error = $self->replace;
3116 warn $error if $error; # should fail harder, but this is traditional
3120 =item invoicing_list_emailonly
3122 Returns the list of email invoice recipients (invoicing_list without non-email
3123 destinations such as POST and FAX).
3127 sub invoicing_list_emailonly {
3129 warn "$me invoicing_list_emailonly called"
3131 return () if !$self->custnum; # not yet inserted
3132 return map { $_->emailaddress }
3134 table => 'cust_contact',
3135 select => 'emailaddress',
3136 addl_from => ' JOIN contact USING (contactnum) '.
3137 ' JOIN contact_email USING (contactnum)',
3138 hashref => { 'custnum' => $self->custnum, },
3139 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3143 =item invoicing_list_emailonly_scalar
3145 Returns the list of email invoice recipients (invoicing_list without non-email
3146 destinations such as POST and FAX) as a comma-separated scalar.
3150 sub invoicing_list_emailonly_scalar {
3152 warn "$me invoicing_list_emailonly_scalar called"
3154 join(', ', $self->invoicing_list_emailonly);
3157 =item contact_list [ CLASSNUM, ... ]
3159 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3160 a list of contact classnums is given, returns only contacts in those
3161 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
3162 are marked as invoice destinations. If '0' is given, also returns contacts
3165 If no arguments are given, returns all contacts for the customer.
3173 select => 'contact.*, cust_contact.invoice_dest',
3174 addl_from => ' JOIN cust_contact USING (contactnum)',
3175 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
3181 if ( $_ eq 'invoice' ) {
3182 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
3183 } elsif ( $_ eq '0' ) {
3184 push @orwhere, 'cust_contact.classnum is null';
3185 } elsif ( /^\d+$/ ) {
3186 push @classnums, $_;
3188 die "bad classnum argument '$_'";
3193 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
3196 $search->{extra_sql} .= ' AND (' .
3197 join(' OR ', map "( $_ )", @orwhere) .
3204 =item contact_list_email [ CLASSNUM, ... ]
3206 Same as L</contact_list>, but returns email destinations instead of contact
3211 sub contact_list_email {
3213 my @contacts = $self->contact_list(@_);
3215 foreach my $contact (@contacts) {
3216 foreach my $contact_email ($contact->contact_email) {
3218 $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
3224 =item referral_custnum_cust_main
3226 Returns the customer who referred this customer (or the empty string, if
3227 this customer was not referred).
3229 Note the difference with referral_cust_main method: This method,
3230 referral_custnum_cust_main returns the single customer (if any) who referred
3231 this customer, while referral_cust_main returns an array of customers referred
3236 sub referral_custnum_cust_main {
3238 return '' unless $self->referral_custnum;
3239 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3242 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3244 Returns an array of customers referred by this customer (referral_custnum set
3245 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3246 customers referred by customers referred by this customer and so on, inclusive.
3247 The default behavior is DEPTH 1 (no recursion).
3249 Note the difference with referral_custnum_cust_main method: This method,
3250 referral_cust_main, returns an array of customers referred BY this customer,
3251 while referral_custnum_cust_main returns the single customer (if any) who
3252 referred this customer.
3256 sub referral_cust_main {
3258 my $depth = @_ ? shift : 1;
3259 my $exclude = @_ ? shift : {};
3262 map { $exclude->{$_->custnum}++; $_; }
3263 grep { ! $exclude->{ $_->custnum } }
3264 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3268 map { $_->referral_cust_main($depth-1, $exclude) }
3275 =item referral_cust_main_ncancelled
3277 Same as referral_cust_main, except only returns customers with uncancelled
3282 sub referral_cust_main_ncancelled {
3284 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3287 =item referral_cust_pkg [ DEPTH ]
3289 Like referral_cust_main, except returns a flat list of all unsuspended (and
3290 uncancelled) packages for each customer. The number of items in this list may
3291 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3295 sub referral_cust_pkg {
3297 my $depth = @_ ? shift : 1;
3299 map { $_->unsuspended_pkgs }
3300 grep { $_->unsuspended_pkgs }
3301 $self->referral_cust_main($depth);
3304 =item referring_cust_main
3306 Returns the single cust_main record for the customer who referred this customer
3307 (referral_custnum), or false.
3311 sub referring_cust_main {
3313 return '' unless $self->referral_custnum;
3314 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3317 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3319 Applies a credit to this customer. If there is an error, returns the error,
3320 otherwise returns false.
3322 REASON can be a text string, an FS::reason object, or a scalar reference to
3323 a reasonnum. If a text string, it will be automatically inserted as a new
3324 reason, and a 'reason_type' option must be passed to indicate the
3325 FS::reason_type for the new reason.
3327 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3328 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3329 I<commission_pkgnum>.
3331 Any other options are passed to FS::cust_credit::insert.
3336 my( $self, $amount, $reason, %options ) = @_;
3338 my $cust_credit = new FS::cust_credit {
3339 'custnum' => $self->custnum,
3340 'amount' => $amount,
3343 if ( ref($reason) ) {
3345 if ( ref($reason) eq 'SCALAR' ) {
3346 $cust_credit->reasonnum( $$reason );
3348 $cust_credit->reasonnum( $reason->reasonnum );
3352 $cust_credit->set('reason', $reason)
3355 $cust_credit->$_( delete $options{$_} )
3356 foreach grep exists($options{$_}),
3357 qw( addlinfo eventnum ),
3358 map "commission_$_", qw( agentnum salesnum pkgnum );
3360 $cust_credit->insert(%options);
3364 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3366 Creates a one-time charge for this customer. If there is an error, returns
3367 the error, otherwise returns false.
3369 New-style, with a hashref of options:
3371 my $error = $cust_main->charge(
3375 'start_date' => str2time('7/4/2009'),
3376 'pkg' => 'Description',
3377 'comment' => 'Comment',
3378 'additional' => [], #extra invoice detail
3379 'classnum' => 1, #pkg_class
3381 'setuptax' => '', # or 'Y' for tax exempt
3383 'locationnum'=> 1234, # optional
3386 'taxclass' => 'Tax class',
3389 'taxproduct' => 2, #part_pkg_taxproduct
3390 'override' => {}, #XXX describe
3392 #will be filled in with the new object
3393 'cust_pkg_ref' => \$cust_pkg,
3395 #generate an invoice immediately
3397 'invoice_terms' => '', #with these terms
3403 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3407 #super false laziness w/quotation::charge
3410 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3411 my ( $pkg, $comment, $additional );
3412 my ( $setuptax, $taxclass ); #internal taxes
3413 my ( $taxproduct, $override ); #vendor (CCH) taxes
3415 my $separate_bill = '';
3416 my $cust_pkg_ref = '';
3417 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3419 if ( ref( $_[0] ) ) {
3420 $amount = $_[0]->{amount};
3421 $setup_cost = $_[0]->{setup_cost};
3422 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3423 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3424 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3425 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3426 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3427 : '$'. sprintf("%.2f",$amount);
3428 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3429 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3430 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3431 $additional = $_[0]->{additional} || [];
3432 $taxproduct = $_[0]->{taxproductnum};
3433 $override = { '' => $_[0]->{tax_override} };
3434 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3435 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3436 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3437 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3438 $separate_bill = $_[0]->{separate_bill} || '';
3444 $pkg = @_ ? shift : 'One-time charge';
3445 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3447 $taxclass = @_ ? shift : '';
3451 local $SIG{HUP} = 'IGNORE';
3452 local $SIG{INT} = 'IGNORE';
3453 local $SIG{QUIT} = 'IGNORE';
3454 local $SIG{TERM} = 'IGNORE';
3455 local $SIG{TSTP} = 'IGNORE';
3456 local $SIG{PIPE} = 'IGNORE';
3458 my $oldAutoCommit = $FS::UID::AutoCommit;
3459 local $FS::UID::AutoCommit = 0;
3462 my $part_pkg = new FS::part_pkg ( {
3464 'comment' => $comment,
3468 'classnum' => ( $classnum ? $classnum : '' ),
3469 'setuptax' => $setuptax,
3470 'taxclass' => $taxclass,
3471 'taxproductnum' => $taxproduct,
3472 'setup_cost' => $setup_cost,
3475 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3476 ( 0 .. @$additional - 1 )
3478 'additional_count' => scalar(@$additional),
3479 'setup_fee' => $amount,
3482 my $error = $part_pkg->insert( options => \%options,
3483 tax_overrides => $override,
3486 $dbh->rollback if $oldAutoCommit;
3490 my $pkgpart = $part_pkg->pkgpart;
3491 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3492 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3493 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3494 $error = $type_pkgs->insert;
3496 $dbh->rollback if $oldAutoCommit;
3501 my $cust_pkg = new FS::cust_pkg ( {
3502 'custnum' => $self->custnum,
3503 'pkgpart' => $pkgpart,
3504 'quantity' => $quantity,
3505 'start_date' => $start_date,
3506 'no_auto' => $no_auto,
3507 'separate_bill' => $separate_bill,
3508 'locationnum'=> $locationnum,
3511 $error = $cust_pkg->insert;
3513 $dbh->rollback if $oldAutoCommit;
3515 } elsif ( $cust_pkg_ref ) {
3516 ${$cust_pkg_ref} = $cust_pkg;
3520 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3521 'pkg_list' => [ $cust_pkg ],
3524 $dbh->rollback if $oldAutoCommit;
3529 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3534 #=item charge_postal_fee
3536 #Applies a one time charge this customer. If there is an error,
3537 #returns the error, returns the cust_pkg charge object or false
3538 #if there was no charge.
3542 # This should be a customer event. For that to work requires that bill
3543 # also be a customer event.
3545 sub charge_postal_fee {
3548 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3549 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3551 my $cust_pkg = new FS::cust_pkg ( {
3552 'custnum' => $self->custnum,
3553 'pkgpart' => $pkgpart,
3557 my $error = $cust_pkg->insert;
3558 $error ? $error : $cust_pkg;
3561 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3563 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3565 Optionally, a list or hashref of additional arguments to the qsearch call can
3572 my $opt = ref($_[0]) ? shift : { @_ };
3574 #return $self->num_cust_bill unless wantarray || keys %$opt;
3576 $opt->{'table'} = 'cust_bill';
3577 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3578 $opt->{'hashref'}{'custnum'} = $self->custnum;
3579 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3581 map { $_ } #behavior of sort undefined in scalar context
3582 sort { $a->_date <=> $b->_date }
3586 =item open_cust_bill
3588 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3593 sub open_cust_bill {
3597 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3603 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3605 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3609 sub legacy_cust_bill {
3612 #return $self->num_legacy_cust_bill unless wantarray;
3614 map { $_ } #behavior of sort undefined in scalar context
3615 sort { $a->_date <=> $b->_date }
3616 qsearch({ 'table' => 'legacy_cust_bill',
3617 'hashref' => { 'custnum' => $self->custnum, },
3618 'order_by' => 'ORDER BY _date ASC',
3622 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3624 Returns all the statements (see L<FS::cust_statement>) for this customer.
3626 Optionally, a list or hashref of additional arguments to the qsearch call can
3631 =item cust_bill_void
3633 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3637 sub cust_bill_void {
3640 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3641 sort { $a->_date <=> $b->_date }
3642 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3645 sub cust_statement {
3647 my $opt = ref($_[0]) ? shift : { @_ };
3649 #return $self->num_cust_statement unless wantarray || keys %$opt;
3651 $opt->{'table'} = 'cust_statement';
3652 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3653 $opt->{'hashref'}{'custnum'} = $self->custnum;
3654 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3656 map { $_ } #behavior of sort undefined in scalar context
3657 sort { $a->_date <=> $b->_date }
3661 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3663 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3665 Optionally, a list or hashref of additional arguments to the qsearch call can
3666 be passed following the SVCDB.
3673 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3674 warn "$me svc_x requires a svcdb";
3677 my $opt = ref($_[0]) ? shift : { @_ };
3679 $opt->{'table'} = $svcdb;
3680 $opt->{'addl_from'} =
3681 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3682 ($opt->{'addl_from'} || '');
3684 my $custnum = $self->custnum;
3685 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3686 my $where = "cust_pkg.custnum = $custnum";
3688 my $extra_sql = $opt->{'extra_sql'} || '';
3689 if ( keys %{ $opt->{'hashref'} } ) {
3690 $extra_sql = " AND $where $extra_sql";
3693 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3694 $extra_sql = "WHERE $where AND $1";
3697 $extra_sql = "WHERE $where $extra_sql";
3700 $opt->{'extra_sql'} = $extra_sql;
3705 # required for use as an eventtable;
3708 $self->svc_x('svc_acct', @_);
3713 Returns all the credits (see L<FS::cust_credit>) for this customer.
3720 #return $self->num_cust_credit unless wantarray;
3722 map { $_ } #behavior of sort undefined in scalar context
3723 sort { $a->_date <=> $b->_date }
3724 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3727 =item cust_credit_pkgnum
3729 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3730 package when using experimental package balances.
3734 sub cust_credit_pkgnum {
3735 my( $self, $pkgnum ) = @_;
3736 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3737 sort { $a->_date <=> $b->_date }
3738 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3739 'pkgnum' => $pkgnum,
3744 =item cust_credit_void
3746 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3750 sub cust_credit_void {
3753 sort { $a->_date <=> $b->_date }
3754 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3759 Returns all the payments (see L<FS::cust_pay>) for this customer.
3765 my $opt = ref($_[0]) ? shift : { @_ };
3767 return $self->num_cust_pay unless wantarray || keys %$opt;
3769 $opt->{'table'} = 'cust_pay';
3770 $opt->{'hashref'}{'custnum'} = $self->custnum;
3772 map { $_ } #behavior of sort undefined in scalar context
3773 sort { $a->_date <=> $b->_date }
3780 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3781 called automatically when the cust_pay method is used in a scalar context.
3787 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3788 my $sth = dbh->prepare($sql) or die dbh->errstr;
3789 $sth->execute($self->custnum) or die $sth->errstr;
3790 $sth->fetchrow_arrayref->[0];
3793 =item unapplied_cust_pay
3795 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3799 sub unapplied_cust_pay {
3803 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3809 =item cust_pay_pkgnum
3811 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3812 package when using experimental package balances.
3816 sub cust_pay_pkgnum {
3817 my( $self, $pkgnum ) = @_;
3818 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3819 sort { $a->_date <=> $b->_date }
3820 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3821 'pkgnum' => $pkgnum,
3828 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3834 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3835 sort { $a->_date <=> $b->_date }
3836 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3839 =item cust_pay_pending
3841 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3842 (without status "done").
3846 sub cust_pay_pending {
3848 return $self->num_cust_pay_pending unless wantarray;
3849 sort { $a->_date <=> $b->_date }
3850 qsearch( 'cust_pay_pending', {
3851 'custnum' => $self->custnum,
3852 'status' => { op=>'!=', value=>'done' },
3857 =item cust_pay_pending_attempt
3859 Returns all payment attempts / declined payments for this customer, as pending
3860 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3861 a corresponding payment (see L<FS::cust_pay>).
3865 sub cust_pay_pending_attempt {
3867 return $self->num_cust_pay_pending_attempt unless wantarray;
3868 sort { $a->_date <=> $b->_date }
3869 qsearch( 'cust_pay_pending', {
3870 'custnum' => $self->custnum,
3877 =item num_cust_pay_pending
3879 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3880 customer (without status "done"). Also called automatically when the
3881 cust_pay_pending method is used in a scalar context.
3885 sub num_cust_pay_pending {
3888 " SELECT COUNT(*) FROM cust_pay_pending ".
3889 " WHERE custnum = ? AND status != 'done' ",
3894 =item num_cust_pay_pending_attempt
3896 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3897 customer, with status "done" but without a corresp. Also called automatically when the
3898 cust_pay_pending method is used in a scalar context.
3902 sub num_cust_pay_pending_attempt {
3905 " SELECT COUNT(*) FROM cust_pay_pending ".
3906 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3913 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3919 map { $_ } #return $self->num_cust_refund unless wantarray;
3920 sort { $a->_date <=> $b->_date }
3921 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3924 =item display_custnum
3926 Returns the displayed customer number for this customer: agent_custid if
3927 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3931 sub display_custnum {
3934 return $self->agent_custid
3935 if $default_agent_custid && $self->agent_custid;
3937 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3941 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
3942 } elsif ( $custnum_display_length ) {
3943 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
3945 return $self->custnum;
3951 Returns a name string for this customer, either "Company (Last, First)" or
3958 my $name = $self->contact;
3959 $name = $self->company. " ($name)" if $self->company;
3963 =item service_contact
3965 Returns the L<FS::contact> object for this customer that has the 'Service'
3966 contact class, or undef if there is no such contact. Deprecated; don't use
3971 sub service_contact {
3973 if ( !exists($self->{service_contact}) ) {
3974 my $classnum = $self->scalar_sql(
3975 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3976 ) || 0; #if it's zero, qsearchs will return nothing
3977 my $cust_contact = qsearchs('cust_contact', {
3978 'classnum' => $classnum,
3979 'custnum' => $self->custnum,
3981 $self->{service_contact} = $cust_contact->contact if $cust_contact;
3983 $self->{service_contact};
3988 Returns a name string for this (service/shipping) contact, either
3989 "Company (Last, First)" or "Last, First".
3996 my $name = $self->ship_contact;
3997 $name = $self->company. " ($name)" if $self->company;
4003 Returns a name string for this customer, either "Company" or "First Last".
4009 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4012 =item ship_name_short
4014 Returns a name string for this (service/shipping) contact, either "Company"
4019 sub ship_name_short {
4021 $self->service_contact
4022 ? $self->ship_contact_firstlast
4028 Returns this customer's full (billing) contact name only, "Last, First"
4034 $self->get('last'). ', '. $self->first;
4039 Returns this customer's full (shipping) contact name only, "Last, First"
4045 my $contact = $self->service_contact || $self;
4046 $contact->get('last') . ', ' . $contact->get('first');
4049 =item contact_firstlast
4051 Returns this customers full (billing) contact name only, "First Last".
4055 sub contact_firstlast {
4057 $self->first. ' '. $self->get('last');
4060 =item ship_contact_firstlast
4062 Returns this customer's full (shipping) contact name only, "First Last".
4066 sub ship_contact_firstlast {
4068 my $contact = $self->service_contact || $self;
4069 $contact->get('first') . ' '. $contact->get('last');
4072 sub bill_country_full {
4074 $self->bill_location->country_full;
4077 sub ship_country_full {
4079 $self->ship_location->country_full;
4082 =item county_state_county [ PREFIX ]
4084 Returns a string consisting of just the county, state and country.
4088 sub county_state_country {
4091 if ( @_ && $_[0] && $self->has_ship_address ) {
4092 $locationnum = $self->ship_locationnum;
4094 $locationnum = $self->bill_locationnum;
4096 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4097 $cust_location->county_state_country;
4100 =item geocode DATA_VENDOR
4102 Returns a value for the customer location as encoded by DATA_VENDOR.
4103 Currently this only makes sense for "CCH" as DATA_VENDOR.
4111 Returns a status string for this customer, currently:
4117 No packages have ever been ordered. Displayed as "No packages".
4121 Recurring packages all are new (not yet billed).
4125 One or more recurring packages is active.
4129 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4133 All non-cancelled recurring packages are suspended.
4137 All recurring packages are cancelled.
4141 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4142 cust_main-status_module configuration option.
4146 sub status { shift->cust_status(@_); }
4150 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4151 for my $status ( FS::cust_main->statuses() ) {
4152 my $method = $status.'_sql';
4153 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4154 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4155 $sth->execute( ($self->custnum) x $numnum )
4156 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4157 if ( $sth->fetchrow_arrayref->[0] ) {
4158 $self->hashref->{cust_status} = $status;
4164 =item is_status_delay_cancel
4166 Returns true if customer status is 'suspended'
4167 and all suspended cust_pkg return true for
4168 cust_pkg->is_status_delay_cancel.
4170 This is not a real status, this only meant for hacking display
4171 values, because otherwise treating the customer as suspended is
4172 really the whole point of the delay_cancel option.
4176 sub is_status_delay_cancel {
4178 return 0 unless $self->status eq 'suspended';
4179 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4180 return 0 unless $cust_pkg->is_status_delay_cancel;
4185 =item ucfirst_cust_status
4187 =item ucfirst_status
4189 Deprecated, use the cust_status_label method instead.
4191 Returns the status with the first character capitalized.
4195 sub ucfirst_status {
4196 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4197 local($ucfirst_nowarn) = 1;
4198 shift->ucfirst_cust_status(@_);
4201 sub ucfirst_cust_status {
4202 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4204 ucfirst($self->cust_status);
4207 =item cust_status_label
4211 Returns the display label for this status.
4215 sub status_label { shift->cust_status_label(@_); }
4217 sub cust_status_label {
4219 __PACKAGE__->statuslabels->{$self->cust_status};
4224 Returns a hex triplet color string for this customer's status.
4228 sub statuscolor { shift->cust_statuscolor(@_); }
4230 sub cust_statuscolor {
4232 __PACKAGE__->statuscolors->{$self->cust_status};
4235 =item tickets [ STATUS ]
4237 Returns an array of hashes representing the customer's RT tickets.
4239 An optional status (or arrayref or hashref of statuses) may be specified.
4245 my $status = ( @_ && $_[0] ) ? shift : '';
4247 my $num = $conf->config('cust_main-max_tickets') || 10;
4250 if ( $conf->config('ticket_system') ) {
4251 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4253 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4262 foreach my $priority (
4263 $conf->config('ticket_system-custom_priority_field-values'), ''
4265 last if scalar(@tickets) >= $num;
4267 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4268 $num - scalar(@tickets),
4279 =item appointments [ STATUS ]
4281 Returns an array of hashes representing the customer's RT tickets which
4288 my $status = ( @_ && $_[0] ) ? shift : '';
4290 return () unless $conf->config('ticket_system');
4292 my $queueid = $conf->config('ticket_system-appointment-queueid');
4294 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4303 # Return services representing svc_accts in customer support packages
4304 sub support_services {
4306 my %packages = map { $_ => 1 } $conf->config('support_packages');
4308 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4309 grep { $_->part_svc->svcdb eq 'svc_acct' }
4310 map { $_->cust_svc }
4311 grep { exists $packages{ $_->pkgpart } }
4312 $self->ncancelled_pkgs;
4316 # Return a list of latitude/longitude for one of the services (if any)
4317 sub service_coordinates {
4321 grep { $_->latitude && $_->longitude }
4323 map { $_->cust_svc }
4324 $self->ncancelled_pkgs;
4326 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4331 Returns a masked version of the named field
4336 my ($self,$field) = @_;
4340 'x'x(length($self->getfield($field))-4).
4341 substr($self->getfield($field), (length($self->getfield($field))-4));
4345 =item payment_history
4347 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4348 cust_credit and cust_refund objects. Each hashref has the following fields:
4350 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4352 I<date> - value of _date field, unix timestamp
4354 I<date_pretty> - user-friendly date
4356 I<description> - user-friendly description of item
4358 I<amount> - impact of item on user's balance
4359 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4360 Not to be confused with the native 'amount' field in cust_credit, see below.
4362 I<amount_pretty> - includes money char
4364 I<balance> - customer balance, chronologically as of this item
4366 I<balance_pretty> - includes money char
4368 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4370 I<paid> - amount paid for cust_pay records, undef for other types
4372 I<credit> - amount credited for cust_credit records, undef for other types.
4373 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4375 I<refund> - amount refunded for cust_refund records, undef for other types
4377 The four table-specific keys always have positive values, whether they reflect charges or payments.
4379 The following options may be passed to this method:
4381 I<line_items> - if true, returns charges ('Line item') rather than invoices
4383 I<start_date> - unix timestamp, only include records on or after.
4384 If specified, an item of type 'Previous' will also be included.
4385 It does not have table-specific fields.
4387 I<end_date> - unix timestamp, only include records before
4389 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4391 I<conf> - optional already-loaded FS::Conf object.
4395 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4396 # and also for sending customer statements, which should both be kept customer-friendly.
4397 # If you add anything that shouldn't be passed on through the API or exposed
4398 # to customers, add a new option to include it, don't include it by default
4399 sub payment_history {
4401 my $opt = ref($_[0]) ? $_[0] : { @_ };
4403 my $conf = $$opt{'conf'} || new FS::Conf;
4404 my $money_char = $conf->config("money_char") || '$',
4406 #first load entire history,
4407 #need previous to calculate previous balance
4408 #loading after end_date shouldn't hurt too much?
4410 if ( $$opt{'line_items'} ) {
4412 foreach my $cust_bill ( $self->cust_bill ) {
4415 'type' => 'Line item',
4416 'description' => $_->desc( $self->locale ).
4417 ( $_->sdate && $_->edate
4418 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4419 ' To '. time2str('%d-%b-%Y', $_->edate)
4422 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4423 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4424 'date' => $cust_bill->_date,
4425 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4427 foreach $cust_bill->cust_bill_pkg;
4434 'type' => 'Invoice',
4435 'description' => 'Invoice #'. $_->display_invnum,
4436 'amount' => sprintf('%.2f', $_->charged ),
4437 'charged' => sprintf('%.2f', $_->charged ),
4438 'date' => $_->_date,
4439 'date_pretty' => $self->time2str_local('short', $_->_date ),
4441 foreach $self->cust_bill;
4446 'type' => 'Payment',
4447 'description' => 'Payment', #XXX type
4448 'amount' => sprintf('%.2f', 0 - $_->paid ),
4449 'paid' => sprintf('%.2f', $_->paid ),
4450 'date' => $_->_date,
4451 'date_pretty' => $self->time2str_local('short', $_->_date ),
4453 foreach $self->cust_pay;
4457 'description' => 'Credit', #more info?
4458 'amount' => sprintf('%.2f', 0 -$_->amount ),
4459 'credit' => sprintf('%.2f', $_->amount ),
4460 'date' => $_->_date,
4461 'date_pretty' => $self->time2str_local('short', $_->_date ),
4463 foreach $self->cust_credit;
4467 'description' => 'Refund', #more info? type, like payment?
4468 'amount' => $_->refund,
4469 'refund' => $_->refund,
4470 'date' => $_->_date,
4471 'date_pretty' => $self->time2str_local('short', $_->_date ),
4473 foreach $self->cust_refund;
4475 #put it all in chronological order
4476 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4478 #calculate balance, filter items outside date range
4482 foreach my $item (@history) {
4483 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4484 $balance += $$item{'amount'};
4485 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4486 $previous += $$item{'amount'};
4489 $$item{'balance'} = sprintf("%.2f",$balance);
4490 foreach my $key ( qw(amount balance) ) {
4491 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4496 # start with previous balance, if there was one
4499 'type' => 'Previous',
4500 'description' => 'Previous balance',
4501 'amount' => sprintf("%.2f",$previous),
4502 'balance' => sprintf("%.2f",$previous),
4503 'date' => $$opt{'start_date'},
4504 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4506 #false laziness with above
4507 foreach my $key ( qw(amount balance) ) {
4508 $$item{$key.'_pretty'} = $$item{$key};
4509 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4511 unshift(@out,$item);
4514 @out = reverse @history if $$opt{'reverse_sort'};
4519 =item save_cust_payby
4521 Saves a new cust_payby for this customer, replacing an existing entry only
4522 in select circumstances. Does not validate input.
4524 If auto is specified, marks this as the customer's primary method, or the
4525 specified weight. Existing payment methods have their weight incremented as
4528 If bill_location is specified with auto, also sets location in cust_main.
4530 Will not insert complete duplicates of existing records, or records in which the
4531 only difference from an existing record is to turn off automatic payment (will
4532 return without error.) Will replace existing records in which the only difference
4533 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4534 Fields marked as preserved are optional, and existing values will not be overwritten with
4535 blanks when replacing.
4537 Accepts the following named parameters:
4547 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4551 optional, set higher than 1 for secondary, etc.
4559 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4567 optional, will be preserved when replacing
4575 CARD only, required, FS::cust_location object
4577 =item paystart_month
4579 CARD only, optional, will be preserved when replacing
4583 CARD only, optional, will be preserved when replacing
4587 CARD only, optional, will be preserved when replacing
4591 CARD only, only used if conf cvv-save is set appropriately
4605 #The code for this option is in place, but it's not currently used
4609 # existing cust_payby object to be replaced (must match custnum)
4611 # stateid/stateid_state/ss are not currently supported in cust_payby,
4612 # might not even work properly in 4.x, but will need to work here if ever added
4614 sub save_cust_payby {
4618 my $old = $opt{'replace'};
4619 my $new = new FS::cust_payby { $old ? $old->hash : () };
4620 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4621 $new->set( 'custnum' => $self->custnum );
4623 my $payby = $opt{'payment_payby'};
4624 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4626 # don't allow turning off auto when replacing
4627 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4629 my @check_existing; # payby relevant to this payment_payby
4631 # set payby based on auto
4632 if ( $payby eq 'CARD' ) {
4633 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4634 @check_existing = qw( CARD DCRD );
4635 } elsif ( $payby eq 'CHEK' ) {
4636 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4637 @check_existing = qw( CHEK DCHK );
4640 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4643 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4644 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4645 $new->set( 'payname' => $opt{'payname'} );
4646 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4648 my $conf = new FS::Conf;
4650 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4651 if ( $payby eq 'CARD' &&
4652 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4653 || $conf->exists('business-onlinepayment-verification')
4656 $new->set( 'paycvv' => $opt{'paycvv'} );
4658 $new->set( 'paycvv' => '');
4661 local $SIG{HUP} = 'IGNORE';
4662 local $SIG{INT} = 'IGNORE';
4663 local $SIG{QUIT} = 'IGNORE';
4664 local $SIG{TERM} = 'IGNORE';
4665 local $SIG{TSTP} = 'IGNORE';
4666 local $SIG{PIPE} = 'IGNORE';
4668 my $oldAutoCommit = $FS::UID::AutoCommit;
4669 local $FS::UID::AutoCommit = 0;
4672 # set fields specific to payment_payby
4673 if ( $payby eq 'CARD' ) {
4674 if ($opt{'bill_location'}) {
4675 $opt{'bill_location'}->set('custnum' => $self->custnum);
4676 my $error = $opt{'bill_location'}->find_or_insert;
4678 $dbh->rollback if $oldAutoCommit;
4681 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4683 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4684 $new->set( $field => $opt{$field} );
4687 foreach my $field ( qw(paytype paystate) ) {
4688 $new->set( $field => $opt{$field} );
4692 # other cust_payby to compare this to
4693 my @existing = $self->cust_payby(@check_existing);
4695 # fields that can overwrite blanks with values, but not values with blanks
4696 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4698 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4700 # generally, we don't want to overwrite existing cust_payby with this,
4701 # but we can replace if we're only marking it auto or adding a preserved field
4702 # and we can avoid saving a total duplicate or merely turning off auto
4704 foreach my $cust_payby (@existing) {
4705 # check fields that absolutely should not change
4706 foreach my $field ($new->fields) {
4707 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4708 next if grep(/^$field$/, @preserve );
4709 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4711 # now check fields that can replace if one value is blank
4713 foreach my $field (@preserve) {
4715 ( $new->get($field) and !$cust_payby->get($field) ) or
4716 ( $cust_payby->get($field) and !$new->get($field) )
4718 # prevention of overwriting values with blanks happens farther below
4720 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4724 unless ( $replace ) {
4725 # nearly identical, now check weight
4726 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4727 # ignore identical cust_payby, and ignore attempts to turn off auto
4728 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4729 $skip_cust_payby = 1;
4732 # otherwise, only change is to mark this as primary
4734 # if we got this far, we're definitely replacing
4741 $new->set( 'custpaybynum' => $old->custpaybynum );
4742 # don't turn off automatic payment (but allow it to be turned on)
4743 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4745 $new->set( 'payby' => $old->payby );
4746 $new->set( 'weight' => 1 );
4748 # make sure we're not overwriting values with blanks
4749 foreach my $field (@preserve) {
4750 if ( $old->get($field) and !$new->get($field) ) {
4751 $new->set( $field => $old->get($field) );
4756 # only overwrite cust_main bill_location if auto
4757 if ($opt{'auto'} && $opt{'bill_location'}) {
4758 $self->set('bill_location' => $opt{'bill_location'});
4759 my $error = $self->replace;
4761 $dbh->rollback if $oldAutoCommit;
4766 # done with everything except reweighting and saving cust_payby
4767 # still need to commit changes to cust_main and cust_location
4768 if ($skip_cust_payby) {
4769 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4773 # re-weight existing primary cust_pay for this payby
4775 foreach my $cust_payby (@existing) {
4776 # relies on cust_payby return order
4777 last unless $cust_payby->payby !~ /^D/;
4778 last if $cust_payby->weight > 1;
4779 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4780 next if $cust_payby->weight < ($opt{'weight'} || 1);
4781 $cust_payby->weight( $cust_payby->weight + 1 );
4782 my $error = $cust_payby->replace;
4784 $dbh->rollback if $oldAutoCommit;
4785 return "Error reweighting cust_payby: $error";
4790 # finally, save cust_payby
4791 my $error = $old ? $new->replace($old) : $new->insert;
4793 $dbh->rollback if $oldAutoCommit;
4797 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4802 =item remove_cvv_from_cust_payby PAYINFO
4804 Removes paycvv from associated cust_payby with matching PAYINFO.
4808 sub remove_cvv_from_cust_payby {
4809 my ($self,$payinfo) = @_;
4811 my $oldAutoCommit = $FS::UID::AutoCommit;
4812 local $FS::UID::AutoCommit = 0;
4815 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4816 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4817 $cust_payby->paycvv('');
4818 my $error = $cust_payby->replace;
4820 $dbh->rollback if $oldAutoCommit;
4825 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4831 =head1 CLASS METHODS
4837 Class method that returns the list of possible status strings for customers
4838 (see L<the status method|/status>). For example:
4840 @statuses = FS::cust_main->statuses();
4846 keys %{ $self->statuscolors };
4849 =item cust_status_sql
4851 Returns an SQL fragment to determine the status of a cust_main record, as a
4856 sub cust_status_sql {
4858 for my $status ( FS::cust_main->statuses() ) {
4859 my $method = $status.'_sql';
4860 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4869 Returns an SQL expression identifying prospective cust_main records (customers
4870 with no packages ever ordered)
4874 use vars qw($select_count_pkgs);
4875 $select_count_pkgs =
4876 "SELECT COUNT(*) FROM cust_pkg
4877 WHERE cust_pkg.custnum = cust_main.custnum";
4879 sub select_count_pkgs_sql {
4884 " 0 = ( $select_count_pkgs ) ";
4889 Returns an SQL expression identifying ordered cust_main records (customers with
4890 no active packages, but recurring packages not yet setup or one time charges
4896 FS::cust_main->none_active_sql.
4897 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4902 Returns an SQL expression identifying active cust_main records (customers with
4903 active recurring packages).
4908 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4911 =item none_active_sql
4913 Returns an SQL expression identifying cust_main records with no active
4914 recurring packages. This includes customers of status prospect, ordered,
4915 inactive, and suspended.
4919 sub none_active_sql {
4920 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4925 Returns an SQL expression identifying inactive cust_main records (customers with
4926 no active recurring packages, but otherwise unsuspended/uncancelled).
4931 FS::cust_main->none_active_sql.
4932 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4938 Returns an SQL expression identifying suspended cust_main records.
4943 sub suspended_sql { susp_sql(@_); }
4945 FS::cust_main->none_active_sql.
4946 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4952 Returns an SQL expression identifying cancelled cust_main records.
4956 sub cancel_sql { shift->cancelled_sql(@_); }
4959 =item uncancelled_sql
4961 Returns an SQL expression identifying un-cancelled cust_main records.
4965 sub uncancelled_sql { uncancel_sql(@_); }
4966 sub uncancel_sql { "
4967 ( 0 < ( $select_count_pkgs
4968 AND ( cust_pkg.cancel IS NULL
4969 OR cust_pkg.cancel = 0
4972 OR 0 = ( $select_count_pkgs )
4978 Returns an SQL fragment to retreive the balance.
4983 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4984 WHERE cust_bill.custnum = cust_main.custnum )
4985 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4986 WHERE cust_pay.custnum = cust_main.custnum )
4987 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4988 WHERE cust_credit.custnum = cust_main.custnum )
4989 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4990 WHERE cust_refund.custnum = cust_main.custnum )
4993 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4995 Returns an SQL fragment to retreive the balance for this customer, optionally
4996 considering invoices with date earlier than START_TIME, and not
4997 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4998 total_unapplied_payments).
5000 Times are specified as SQL fragments or numeric
5001 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5002 L<Date::Parse> for conversion functions. The empty string can be passed
5003 to disable that time constraint completely.
5005 Available options are:
5009 =item unapplied_date
5011 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)
5016 set to true to remove all customer comparison clauses, for totals
5021 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5026 JOIN clause (typically used with the total option)
5030 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5031 time will be ignored. Note that START_TIME and END_TIME only limit the date
5032 range for invoices and I<unapplied> payments, credits, and refunds.
5038 sub balance_date_sql {
5039 my( $class, $start, $end, %opt ) = @_;
5041 my $cutoff = $opt{'cutoff'};
5043 my $owed = FS::cust_bill->owed_sql($cutoff);
5044 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5045 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5046 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5048 my $j = $opt{'join'} || '';
5050 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5051 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5052 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5053 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5055 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5056 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5057 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5058 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5063 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5065 Returns an SQL fragment to retreive the total unapplied payments for this
5066 customer, only considering payments with date earlier than START_TIME, and
5067 optionally not later than END_TIME.
5069 Times are specified as SQL fragments or numeric
5070 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5071 L<Date::Parse> for conversion functions. The empty string can be passed
5072 to disable that time constraint completely.
5074 Available options are:
5078 sub unapplied_payments_date_sql {
5079 my( $class, $start, $end, %opt ) = @_;
5081 my $cutoff = $opt{'cutoff'};
5083 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5085 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5086 'unapplied_date'=>1 );
5088 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5091 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5093 Helper method for balance_date_sql; name (and usage) subject to change
5094 (suggestions welcome).
5096 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5097 cust_refund, cust_credit or cust_pay).
5099 If TABLE is "cust_bill" or the unapplied_date option is true, only
5100 considers records with date earlier than START_TIME, and optionally not
5101 later than END_TIME .
5105 sub _money_table_where {
5106 my( $class, $table, $start, $end, %opt ) = @_;
5109 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5110 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5111 push @where, "$table._date <= $start" if defined($start) && length($start);
5112 push @where, "$table._date > $end" if defined($end) && length($end);
5114 push @where, @{$opt{'where'}} if $opt{'where'};
5115 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5121 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5122 use FS::cust_main::Search;
5125 FS::cust_main::Search->search(@_);
5134 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5136 #Deprecated. Use event notification and message templates
5137 #(L<FS::msg_template>) instead.
5139 #Sends a templated email notification to the customer (see L<Text::Template>).
5141 #OPTIONS is a hash and may include
5143 #I<from> - the email sender (default is invoice_from)
5145 #I<to> - comma-separated scalar or arrayref of recipients
5146 # (default is invoicing_list)
5148 #I<subject> - The subject line of the sent email notification
5149 # (default is "Notice from company_name")
5151 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5154 #The following variables are vavailable in the template.
5156 #I<$first> - the customer first name
5157 #I<$last> - the customer last name
5158 #I<$company> - the customer company
5159 #I<$payby> - a description of the method of payment for the customer
5160 # # would be nice to use FS::payby::shortname
5161 #I<$payinfo> - the account information used to collect for this customer
5162 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5167 # my ($self, $template, %options) = @_;
5169 # return unless $conf->exists($template);
5171 # my $from = $conf->invoice_from_full($self->agentnum)
5172 # if $conf->exists('invoice_from', $self->agentnum);
5173 # $from = $options{from} if exists($options{from});
5175 # my $to = join(',', $self->invoicing_list_emailonly);
5176 # $to = $options{to} if exists($options{to});
5178 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5179 # if $conf->exists('company_name', $self->agentnum);
5180 # $subject = $options{subject} if exists($options{subject});
5182 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5183 # SOURCE => [ map "$_\n",
5184 # $conf->config($template)]
5186 # or die "can't create new Text::Template object: Text::Template::ERROR";
5187 # $notify_template->compile()
5188 # or die "can't compile template: Text::Template::ERROR";
5190 # $FS::notify_template::_template::company_name =
5191 # $conf->config('company_name', $self->agentnum);
5192 # $FS::notify_template::_template::company_address =
5193 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5195 # my $paydate = $self->paydate || '2037-12-31';
5196 # $FS::notify_template::_template::first = $self->first;
5197 # $FS::notify_template::_template::last = $self->last;
5198 # $FS::notify_template::_template::company = $self->company;
5199 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5200 # my $payby = $self->payby;
5201 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5202 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5204 # #credit cards expire at the end of the month/year of their exp date
5205 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5206 # $FS::notify_template::_template::payby = 'credit card';
5207 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5208 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5210 # }elsif ($payby eq 'COMP') {
5211 # $FS::notify_template::_template::payby = 'complimentary account';
5213 # $FS::notify_template::_template::payby = 'current method';
5215 # $FS::notify_template::_template::expdate = $expire_time;
5217 # for (keys %{$options{extra_fields}}){
5219 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5222 # send_email(from => $from,
5224 # subject => $subject,
5225 # body => $notify_template->fill_in( PACKAGE =>
5226 # 'FS::notify_template::_template' ),
5231 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5233 Generates a templated notification to the customer (see L<Text::Template>).
5235 OPTIONS is a hash and may include
5237 I<extra_fields> - a hashref of name/value pairs which will be substituted
5238 into the template. These values may override values mentioned below
5239 and those from the customer record.
5241 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5243 The following variables are available in the template instead of or in addition
5244 to the fields of the customer record.
5246 I<$payby> - a description of the method of payment for the customer
5247 # would be nice to use FS::payby::shortname
5248 I<$payinfo> - the masked account information used to collect for this customer
5249 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5250 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5254 # a lot like cust_bill::print_latex
5255 sub generate_letter {
5256 my ($self, $template, %options) = @_;
5258 warn "Template $template does not exist" && return
5259 unless $conf->exists($template) || $options{'template_text'};
5261 my $template_source = $options{'template_text'}
5262 ? [ $options{'template_text'} ]
5263 : [ map "$_\n", $conf->config($template) ];
5265 my $letter_template = new Text::Template
5267 SOURCE => $template_source,
5268 DELIMITERS => [ '[@--', '--@]' ],
5270 or die "can't create new Text::Template object: Text::Template::ERROR";
5272 $letter_template->compile()
5273 or die "can't compile template: Text::Template::ERROR";
5275 my %letter_data = map { $_ => $self->$_ } $self->fields;
5276 $letter_data{payinfo} = $self->mask_payinfo;
5278 #my $paydate = $self->paydate || '2037-12-31';
5279 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5281 my $payby = $self->payby;
5282 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5283 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5285 #credit cards expire at the end of the month/year of their exp date
5286 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5287 $letter_data{payby} = 'credit card';
5288 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5289 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5291 }elsif ($payby eq 'COMP') {
5292 $letter_data{payby} = 'complimentary account';
5294 $letter_data{payby} = 'current method';
5296 $letter_data{expdate} = $expire_time;
5298 for (keys %{$options{extra_fields}}){
5299 $letter_data{$_} = $options{extra_fields}->{$_};
5302 unless(exists($letter_data{returnaddress})){
5303 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5304 $self->agent_template)
5306 if ( length($retadd) ) {
5307 $letter_data{returnaddress} = $retadd;
5308 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5309 $letter_data{returnaddress} =
5310 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5314 ( $conf->config('company_name', $self->agentnum),
5315 $conf->config('company_address', $self->agentnum),
5319 $letter_data{returnaddress} = '~';
5323 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5325 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5327 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5329 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5333 ) or die "can't open temp file: $!\n";
5334 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5335 or die "can't write temp file: $!\n";
5337 $letter_data{'logo_file'} = $lh->filename;
5339 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5343 ) or die "can't open temp file: $!\n";
5345 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5347 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5348 return ($1, $letter_data{'logo_file'});
5352 =item print_ps TEMPLATE
5354 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5360 my($file, $lfile) = $self->generate_letter(@_);
5361 my $ps = FS::Misc::generate_ps($file);
5362 unlink($file.'.tex');
5368 =item print TEMPLATE
5370 Prints the filled in template.
5372 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5376 sub queueable_print {
5379 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5380 or die "invalid customer number: " . $opt{custnum};
5382 #do not backport this change to 3.x
5383 # my $error = $self->print( { 'template' => $opt{template} } );
5384 my $error = $self->print( $opt{'template'} );
5385 die $error if $error;
5389 my ($self, $template) = (shift, shift);
5391 [ $self->print_ps($template) ],
5392 'agentnum' => $self->agentnum,
5396 #these three subs should just go away once agent stuff is all config overrides
5398 sub agent_template {
5400 $self->_agent_plandata('agent_templatename');
5403 sub agent_invoice_from {
5405 $self->_agent_plandata('agent_invoice_from');
5408 sub _agent_plandata {
5409 my( $self, $option ) = @_;
5411 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5412 #agent-specific Conf
5414 use FS::part_event::Condition;
5416 my $agentnum = $self->agentnum;
5418 my $regexp = regexp_sql();
5420 my $part_event_option =
5422 'select' => 'part_event_option.*',
5423 'table' => 'part_event_option',
5425 LEFT JOIN part_event USING ( eventpart )
5426 LEFT JOIN part_event_option AS peo_agentnum
5427 ON ( part_event.eventpart = peo_agentnum.eventpart
5428 AND peo_agentnum.optionname = 'agentnum'
5429 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5431 LEFT JOIN part_event_condition
5432 ON ( part_event.eventpart = part_event_condition.eventpart
5433 AND part_event_condition.conditionname = 'cust_bill_age'
5435 LEFT JOIN part_event_condition_option
5436 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5437 AND part_event_condition_option.optionname = 'age'
5440 #'hashref' => { 'optionname' => $option },
5441 #'hashref' => { 'part_event_option.optionname' => $option },
5443 " WHERE part_event_option.optionname = ". dbh->quote($option).
5444 " AND action = 'cust_bill_send_agent' ".
5445 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5446 " AND peo_agentnum.optionname = 'agentnum' ".
5447 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5449 CASE WHEN part_event_condition_option.optionname IS NULL
5451 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5453 , part_event.weight".
5457 unless ( $part_event_option ) {
5458 return $self->agent->invoice_template || ''
5459 if $option eq 'agent_templatename';
5463 $part_event_option->optionvalue;
5467 sub process_o2m_qsearch {
5470 return qsearch($table, @_) unless $table eq 'contact';
5472 my $hashref = shift;
5473 my %hash = %$hashref;
5474 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5475 or die 'guru meditation #4343';
5477 qsearch({ 'table' => 'contact',
5478 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5479 'hashref' => \%hash,
5480 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5481 " cust_contact.custnum = $custnum "
5485 sub process_o2m_qsearchs {
5488 return qsearchs($table, @_) unless $table eq 'contact';
5490 my $hashref = shift;
5491 my %hash = %$hashref;
5492 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5493 or die 'guru meditation #2121';
5495 qsearchs({ 'table' => 'contact',
5496 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5497 'hashref' => \%hash,
5498 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5499 " cust_contact.custnum = $custnum "
5503 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5505 Subroutine (not a method), designed to be called from the queue.
5507 Takes a list of options and values.
5509 Pulls up the customer record via the custnum option and calls bill_and_collect.
5514 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5516 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5517 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5519 #without this errors don't get rolled back
5520 $args{'fatal'} = 1; # runs from job queue, will be caught
5522 $cust_main->bill_and_collect( %args );
5525 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5527 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5528 C<collect> part. This is used in batch tax calculation, where invoice
5529 generation and collection events have to be completely separated.
5533 sub queued_collect {
5535 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5537 $cust_main->collect(%args);
5540 sub process_bill_and_collect {
5543 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5544 or die "custnum '$param->{custnum}' not found!\n";
5545 $param->{'job'} = $job;
5546 $param->{'fatal'} = 1; # runs from job queue, will be caught
5547 $param->{'retry'} = 1;
5549 $cust_main->bill_and_collect( %$param );
5552 #starting to take quite a while for big dbs
5553 # (JRNL: journaled so it only happens once per database)
5554 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5555 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5556 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5557 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5558 # JRNL leading/trailing spaces in first, last, company
5559 # JRNL migrate to cust_payby
5560 # - otaker upgrade? journal and call it good? (double check to make sure
5561 # we're not still setting otaker here)
5563 #only going to get worse with new location stuff...
5565 sub _upgrade_data { #class method
5566 my ($class, %opts) = @_;
5569 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5572 #this seems to be the only expensive one.. why does it take so long?
5573 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5575 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5576 FS::upgrade_journal->set_done('cust_main__signupdate');
5579 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5581 # fix yyyy-m-dd formatted paydates
5582 if ( driver_name =~ /^mysql/i ) {
5584 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5585 } else { # the SQL standard
5587 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5589 FS::upgrade_journal->set_done('cust_main__paydate');
5592 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5594 push @statements, #fix the weird BILL with a cc# in payinfo problem
5596 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5598 FS::upgrade_journal->set_done('cust_main__payinfo');
5603 foreach my $sql ( @statements ) {
5604 my $sth = dbh->prepare($sql) or die dbh->errstr;
5605 $sth->execute or die $sth->errstr;
5606 #warn ( (time - $t). " seconds\n" );
5610 local($ignore_expired_card) = 1;
5611 local($ignore_banned_card) = 1;
5612 local($skip_fuzzyfiles) = 1;
5613 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5615 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5617 #we don't want to decrypt them, just stuff them as-is into cust_payby
5618 local(@encrypted_fields) = ();
5620 local($FS::cust_payby::ignore_expired_card) = 1;
5621 local($FS::cust_payby::ignore_banned_card) = 1;
5622 local($FS::cust_payby::ignore_cardtype) = 1;
5624 my @payfields = qw( payby payinfo paycvv paymask
5625 paydate paystart_month paystart_year payissue
5626 payname paystate paytype payip
5629 my $search = new FS::Cursor {
5630 'table' => 'cust_main',
5631 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5634 while (my $cust_main = $search->fetch) {
5636 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5638 my $cust_payby = new FS::cust_payby {
5639 'custnum' => $cust_main->custnum,
5641 map { $_ => $cust_main->$_(); } @payfields
5644 my $error = $cust_payby->insert;
5645 die $error if $error;
5649 # at the time we do this, also migrate paytype into cust_pay_batch
5650 # so that batches that are open before the migration can still be
5652 my @cust_pay_batch = qsearch('cust_pay_batch', {
5653 'custnum' => $cust_main->custnum,
5657 foreach my $cust_pay_batch (@cust_pay_batch) {
5658 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5659 my $error = $cust_pay_batch->replace;
5660 die "$error (setting cust_pay_batch.paytype)" if $error;
5663 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5665 $cust_main->invoice_attn( $cust_main->payname )
5666 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5667 $cust_main->po_number( $cust_main->payinfo )
5668 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5670 $cust_main->setfield($_, '') foreach @payfields;
5671 my $error = $cust_main->replace;
5672 die "Error upgradging payment information for custnum ".
5673 $cust_main->custnum. ": $error"
5678 FS::upgrade_journal->set_done('cust_main__cust_payby');
5681 FS::cust_main::Location->_upgrade_data(%opts);
5683 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5685 foreach my $cust_main ( qsearch({
5686 'table' => 'cust_main',
5688 'extra_sql' => 'WHERE '.
5690 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5691 qw( first last company )
5694 my $error = $cust_main->replace;
5695 die $error if $error;
5698 FS::upgrade_journal->set_done('cust_main__trimspaces');
5702 $class->_upgrade_otaker(%opts);
5712 The delete method should possibly take an FS::cust_main object reference
5713 instead of a scalar customer number.
5715 Bill and collect options should probably be passed as references instead of a
5718 There should probably be a configuration file with a list of allowed credit
5721 No multiple currency support (probably a larger project than just this module).
5723 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5725 Birthdates rely on negative epoch values.
5727 The payby for card/check batches is broken. With mixed batching, bad
5730 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5734 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5735 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5736 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.