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;
81 # 1 is mostly method/subroutine entry and options
82 # 2 traces progress of some operations
83 # 3 is even more information including possibly sensitive data
85 our $me = '[FS::cust_main]';
88 our $ignore_expired_card = 0;
89 our $ignore_banned_card = 0;
90 our $ignore_invalid_card = 0;
92 our $skip_fuzzyfiles = 0;
94 our $ucfirst_nowarn = 0;
96 #this info is in cust_payby as of 4.x
97 #this and the fields themselves can be removed in 5.x
98 our @encrypted_fields = ('payinfo', 'paycvv');
99 sub nohistory_fields { ('payinfo', 'paycvv'); }
102 our $default_agent_custid;
103 our $custnum_display_length;
104 #ask FS::UID to run this stuff for us later
105 #$FS::UID::callback{'FS::cust_main'} = sub {
106 install_callback FS::UID sub {
107 $conf = new FS::Conf;
108 $ignore_invalid_card = $conf->exists('allow_invalid_cards');
109 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
110 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
115 my ( $hashref, $cache ) = @_;
116 if ( exists $hashref->{'pkgnum'} ) {
117 #@{ $self->{'_pkgnum'} } = ();
118 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
119 $self->{'_pkgnum'} = $subcache;
120 #push @{ $self->{'_pkgnum'} },
121 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
127 FS::cust_main - Object methods for cust_main records
133 $record = new FS::cust_main \%hash;
134 $record = new FS::cust_main { 'column' => 'value' };
136 $error = $record->insert;
138 $error = $new_record->replace($old_record);
140 $error = $record->delete;
142 $error = $record->check;
144 @cust_pkg = $record->all_pkgs;
146 @cust_pkg = $record->ncancelled_pkgs;
148 @cust_pkg = $record->suspended_pkgs;
150 $error = $record->bill;
151 $error = $record->bill %options;
152 $error = $record->bill 'time' => $time;
154 $error = $record->collect;
155 $error = $record->collect %options;
156 $error = $record->collect 'invoice_time' => $time,
161 An FS::cust_main object represents a customer. FS::cust_main inherits from
162 FS::Record. The following fields are currently supported:
168 Primary key (assigned automatically for new customers)
172 Agent (see L<FS::agent>)
176 Advertising source (see L<FS::part_referral>)
188 Cocial security number (optional)
212 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
216 Payment Information (See L<FS::payinfo_Mixin> for data format)
220 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
224 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
228 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
232 Start date month (maestro/solo cards only)
236 Start date year (maestro/solo cards only)
240 Issue number (maestro/solo cards only)
244 Name on card or billing name
248 IP address from which payment information was received
252 Tax exempt, empty or `Y'
256 Order taker (see L<FS::access_user>)
262 =item referral_custnum
264 Referring customer number
268 Enable individual CDR spooling, empty or `Y'
272 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
276 Discourage individual CDR printing, empty or `Y'
280 Allow self-service editing of ticket subjects, empty or 'Y'
282 =item calling_list_exempt
284 Do not call, empty or 'Y'
286 =item invoice_ship_address
288 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
298 Creates a new customer. To add the customer to the database, see L<"insert">.
300 Note that this stores the hash reference, not a distinct copy of the hash it
301 points to. You can ask the object for a copy with the I<hash> method.
305 sub table { 'cust_main'; }
307 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
309 Adds this customer to the database. If there is an error, returns the error,
310 otherwise returns false.
312 Usually the customer's location will not yet exist in the database, and
313 the C<bill_location> and C<ship_location> pseudo-fields must be set to
314 uninserted L<FS::cust_location> objects. These will be inserted and linked
315 (in both directions) to the new customer record. If they're references
316 to the same object, they will become the same location.
318 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
319 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
320 are inserted atomicly, or the transaction is rolled back. Passing an empty
321 hash reference is equivalent to not supplying this parameter. There should be
322 a better explanation of this, but until then, here's an example:
325 tie %hash, 'Tie::RefHash'; #this part is important
327 $cust_pkg => [ $svc_acct ],
330 $cust_main->insert( \%hash );
332 INVOICING_LIST_ARYREF: No longer supported.
334 Currently available options are: I<depend_jobnum>, I<noexport>,
335 I<tax_exemption>, I<prospectnum>, I<contact> and I<contact_params>.
337 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
338 on the supplied jobnum (they will not run until the specific job completes).
339 This can be used to defer provisioning until some action completes (such
340 as running the customer's credit card successfully).
342 The I<noexport> option is deprecated. If I<noexport> is set true, no
343 provisioning jobs (exports) are scheduled. (You can schedule them later with
344 the B<reexport> method.)
346 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
347 of tax names and exemption numbers. FS::cust_main_exemption records will be
348 created and inserted.
350 If I<prospectnum> is set, moves contacts and locations from that prospect.
352 If I<contact> is set to an arrayref of FS::contact objects, those will be
355 If I<contact_params> is set to a hashref of CGI parameters (and I<contact> is
356 unset), inserts those new contacts with this new customer. Handles CGI
357 paramaters for an "m2" multiple entry field as passed by edit/cust_main.cgi
359 If I<cust_payby_params> is set to a hashref o fCGI parameters, inserts those
360 new stored payment records with this new customer. Handles CGI parameters
361 for an "m2" multiple entry field as passed by edit/cust_main.cgi
367 my $cust_pkgs = @_ ? shift : {};
369 if ( $_[0] and ref($_[0]) eq 'ARRAY' ) {
370 warn "cust_main::insert using deprecated invoicing list argument";
371 $invoicing_list = shift;
374 warn "$me insert called with options ".
375 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
378 local $SIG{HUP} = 'IGNORE';
379 local $SIG{INT} = 'IGNORE';
380 local $SIG{QUIT} = 'IGNORE';
381 local $SIG{TERM} = 'IGNORE';
382 local $SIG{TSTP} = 'IGNORE';
383 local $SIG{PIPE} = 'IGNORE';
385 my $oldAutoCommit = $FS::UID::AutoCommit;
386 local $FS::UID::AutoCommit = 0;
389 my $prepay_identifier = '';
390 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
392 if ( $self->payby eq 'PREPAY' ) {
394 $self->payby(''); #'BILL');
395 $prepay_identifier = $self->payinfo;
398 warn " looking up prepaid card $prepay_identifier\n"
401 my $error = $self->get_prepay( $prepay_identifier,
402 'amount_ref' => \$amount,
403 'seconds_ref' => \$seconds,
404 'upbytes_ref' => \$upbytes,
405 'downbytes_ref' => \$downbytes,
406 'totalbytes_ref' => \$totalbytes,
409 $dbh->rollback if $oldAutoCommit;
410 #return "error applying prepaid card (transaction rolled back): $error";
414 $payby = 'PREP' if $amount;
416 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
419 $self->payby(''); #'BILL');
420 $amount = $self->paid;
425 foreach my $l (qw(bill_location ship_location)) {
427 my $loc = delete $self->hashref->{$l} or next;
429 if ( !$loc->locationnum ) {
430 # warn the location that we're going to insert it with no custnum
431 $loc->set(custnum_pending => 1);
432 warn " inserting $l\n"
434 my $error = $loc->insert;
436 $dbh->rollback if $oldAutoCommit;
437 my $label = $l eq 'ship_location' ? 'service' : 'billing';
438 return "$error (in $label location)";
441 } elsif ( $loc->prospectnum ) {
443 $loc->prospectnum('');
444 $loc->set(custnum_pending => 1);
445 my $error = $loc->replace;
447 $dbh->rollback if $oldAutoCommit;
448 my $label = $l eq 'ship_location' ? 'service' : 'billing';
449 return "$error (moving $label location)";
452 } elsif ( ($loc->custnum || 0) > 0 ) {
453 # then it somehow belongs to another customer--shouldn't happen
454 $dbh->rollback if $oldAutoCommit;
455 return "$l belongs to customer ".$loc->custnum;
457 # else it already belongs to this customer
458 # (happens when ship_location is identical to bill_location)
460 $self->set($l.'num', $loc->locationnum);
462 if ( $self->get($l.'num') eq '' ) {
463 $dbh->rollback if $oldAutoCommit;
468 warn " inserting $self\n"
471 $self->signupdate(time) unless $self->signupdate;
473 $self->auto_agent_custid()
474 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
476 my $error = $self->check_payinfo_cardtype
477 || $self->SUPER::insert;
479 $dbh->rollback if $oldAutoCommit;
480 #return "inserting cust_main record (transaction rolled back): $error";
484 # now set cust_location.custnum
485 foreach my $l (qw(bill_location ship_location)) {
486 warn " setting $l.custnum\n"
488 my $loc = $self->$l or next;
489 unless ( $loc->custnum ) {
490 $loc->set(custnum => $self->custnum);
491 $error ||= $loc->replace;
495 $dbh->rollback if $oldAutoCommit;
496 return "error setting $l custnum: $error";
500 warn " setting customer tags\n"
503 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
504 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
505 'custnum' => $self->custnum };
506 my $error = $cust_tag->insert;
508 $dbh->rollback if $oldAutoCommit;
513 my $prospectnum = delete $options{'prospectnum'};
514 if ( $prospectnum ) {
516 warn " moving contacts and locations from prospect $prospectnum\n"
520 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
521 unless ( $prospect_main ) {
522 $dbh->rollback if $oldAutoCommit;
523 return "Unknown prospectnum $prospectnum";
525 $prospect_main->custnum($self->custnum);
526 $prospect_main->disabled('Y');
527 my $error = $prospect_main->replace;
529 $dbh->rollback if $oldAutoCommit;
533 foreach my $prospect_contact ( $prospect_main->prospect_contact ) {
534 my $cust_contact = new FS::cust_contact {
535 'custnum' => $self->custnum,
536 'invoice_dest' => 'Y', # invoice_dest currently not set for prospect contacts
537 map { $_ => $prospect_contact->$_() } qw( contactnum classnum comment )
539 my $error = $cust_contact->insert
540 || $prospect_contact->delete;
542 $dbh->rollback if $oldAutoCommit;
547 my @cust_location = $prospect_main->cust_location;
548 my @qual = $prospect_main->qual;
550 foreach my $r ( @cust_location, @qual ) {
552 $r->custnum($self->custnum);
553 my $error = $r->replace;
555 $dbh->rollback if $oldAutoCommit;
559 # since we set invoice_dest on all migrated prospect contacts (for now),
560 # don't process invoicing_list.
561 delete $options{'invoicing_list'};
562 $invoicing_list = undef;
565 warn " setting contacts\n"
568 $invoicing_list ||= $options{'invoicing_list'};
569 if ( $invoicing_list ) {
571 $invoicing_list = [ $invoicing_list ] if !ref($invoicing_list);
574 foreach my $dest (@$invoicing_list ) {
575 if ($dest eq 'POST') {
576 $self->set('postal_invoice', 'Y');
579 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
580 if ( $contact_email ) {
581 my $cust_contact = FS::cust_contact->new({
582 contactnum => $contact_email->contactnum,
583 custnum => $self->custnum,
585 $cust_contact->set('invoice_dest', 'Y');
586 my $error = $cust_contact->insert;
588 $dbh->rollback if $oldAutoCommit;
589 return "$error (linking to email address $dest)";
593 # this email address is not yet linked to any contact
594 $email .= ',' if length($email);
602 my $contact = FS::contact->new({
603 'custnum' => $self->get('custnum'),
604 'last' => $self->get('last'),
605 'first' => $self->get('first'),
606 'emailaddress' => $email,
607 'invoice_dest' => 'Y', # yes, you can set this via the contact
609 my $error = $contact->insert;
611 $dbh->rollback if $oldAutoCommit;
619 if ( my $contact = delete $options{'contact'} ) {
621 foreach my $c ( @$contact ) {
622 $c->custnum($self->custnum);
623 my $error = $c->insert;
625 $dbh->rollback if $oldAutoCommit;
631 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
633 my $error = $self->process_o2m( 'table' => 'contact',
634 'fields' => FS::contact->cgi_contact_fields,
635 'params' => $contact_params,
638 $dbh->rollback if $oldAutoCommit;
643 warn " setting cust_payby\n"
646 if ( $options{cust_payby} ) {
648 foreach my $cust_payby ( @{ $options{cust_payby} } ) {
649 $cust_payby->custnum($self->custnum);
650 my $error = $cust_payby->insert;
652 $dbh->rollback if $oldAutoCommit;
657 } elsif ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
659 my $error = $self->process_o2m(
660 'table' => 'cust_payby',
661 'fields' => FS::cust_payby->cgi_cust_payby_fields,
662 'params' => $cust_payby_params,
663 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
666 $dbh->rollback if $oldAutoCommit;
672 warn " setting cust_main_exemption\n"
675 my $tax_exemption = delete $options{'tax_exemption'};
676 if ( $tax_exemption ) {
678 $tax_exemption = { map { $_ => '' } @$tax_exemption }
679 if ref($tax_exemption) eq 'ARRAY';
681 foreach my $taxname ( keys %$tax_exemption ) {
682 my $cust_main_exemption = new FS::cust_main_exemption {
683 'custnum' => $self->custnum,
684 'taxname' => $taxname,
685 'exempt_number' => $tax_exemption->{$taxname},
687 my $error = $cust_main_exemption->insert;
689 $dbh->rollback if $oldAutoCommit;
690 return "inserting cust_main_exemption (transaction rolled back): $error";
695 warn " ordering packages\n"
698 $error = $self->order_pkgs( $cust_pkgs,
700 'seconds_ref' => \$seconds,
701 'upbytes_ref' => \$upbytes,
702 'downbytes_ref' => \$downbytes,
703 'totalbytes_ref' => \$totalbytes,
706 $dbh->rollback if $oldAutoCommit;
711 $dbh->rollback if $oldAutoCommit;
712 return "No svc_acct record to apply pre-paid time";
714 if ( $upbytes || $downbytes || $totalbytes ) {
715 $dbh->rollback if $oldAutoCommit;
716 return "No svc_acct record to apply pre-paid data";
720 warn " inserting initial $payby payment of $amount\n"
722 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
724 $dbh->rollback if $oldAutoCommit;
725 return "inserting payment (transaction rolled back): $error";
729 unless ( $import || $skip_fuzzyfiles ) {
730 warn " queueing fuzzyfiles update\n"
732 $error = $self->queue_fuzzyfiles_update;
734 $dbh->rollback if $oldAutoCommit;
735 return "updating fuzzy search cache: $error";
739 # FS::geocode_Mixin::after_insert or something?
740 if ( $conf->config('tax_district_method') and !$import ) {
741 # if anything non-empty, try to look it up
742 my $queue = new FS::queue {
743 'job' => 'FS::geocode_Mixin::process_district_update',
744 'custnum' => $self->custnum,
746 my $error = $queue->insert( ref($self), $self->custnum );
748 $dbh->rollback if $oldAutoCommit;
749 return "queueing tax district update: $error";
754 warn " exporting\n" if $DEBUG > 1;
756 my $export_args = $options{'export_args'} || [];
759 map qsearch( 'part_export', {exportnum=>$_} ),
760 $conf->config('cust_main-exports'); #, $agentnum
762 foreach my $part_export ( @part_export ) {
763 my $error = $part_export->export_insert($self, @$export_args);
765 $dbh->rollback if $oldAutoCommit;
766 return "exporting to ". $part_export->exporttype.
767 " (transaction rolled back): $error";
771 #foreach my $depend_jobnum ( @$depend_jobnums ) {
772 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
774 # foreach my $jobnum ( @jobnums ) {
775 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
776 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
778 # my $error = $queue->depend_insert($depend_jobnum);
780 # $dbh->rollback if $oldAutoCommit;
781 # return "error queuing job dependancy: $error";
788 #if ( exists $options{'jobnums'} ) {
789 # push @{ $options{'jobnums'} }, @jobnums;
792 warn " insert complete; committing transaction\n"
795 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
800 use File::CounterFile;
801 sub auto_agent_custid {
804 my $format = $conf->config('cust_main-auto_agent_custid');
806 if ( $format eq '1YMMXXXXXXXX' ) {
808 my $counter = new File::CounterFile 'cust_main.agent_custid';
811 my $ym = 100000000000 + time2str('%y%m00000000', time);
812 if ( $ym > $counter->value ) {
813 $counter->{'value'} = $agent_custid = $ym;
814 $counter->{'updated'} = 1;
816 $agent_custid = $counter->inc;
822 die "Unknown cust_main-auto_agent_custid format: $format";
825 $self->agent_custid($agent_custid);
829 =item PACKAGE METHODS
831 Documentation on customer package methods has been moved to
832 L<FS::cust_main::Packages>.
834 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
836 Recharges this (existing) customer with the specified prepaid card (see
837 L<FS::prepay_credit>), specified either by I<identifier> or as an
838 FS::prepay_credit object. If there is an error, returns the error, otherwise
841 Optionally, five scalar references can be passed as well. They will have their
842 values filled in with the amount, number of seconds, and number of upload,
843 download, and total bytes applied by this prepaid card.
847 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
848 #the only place that uses these args
849 sub recharge_prepay {
850 my( $self, $prepay_credit, $amountref, $secondsref,
851 $upbytesref, $downbytesref, $totalbytesref ) = @_;
853 local $SIG{HUP} = 'IGNORE';
854 local $SIG{INT} = 'IGNORE';
855 local $SIG{QUIT} = 'IGNORE';
856 local $SIG{TERM} = 'IGNORE';
857 local $SIG{TSTP} = 'IGNORE';
858 local $SIG{PIPE} = 'IGNORE';
860 my $oldAutoCommit = $FS::UID::AutoCommit;
861 local $FS::UID::AutoCommit = 0;
864 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
866 my $error = $self->get_prepay( $prepay_credit,
867 'amount_ref' => \$amount,
868 'seconds_ref' => \$seconds,
869 'upbytes_ref' => \$upbytes,
870 'downbytes_ref' => \$downbytes,
871 'totalbytes_ref' => \$totalbytes,
873 || $self->increment_seconds($seconds)
874 || $self->increment_upbytes($upbytes)
875 || $self->increment_downbytes($downbytes)
876 || $self->increment_totalbytes($totalbytes)
877 || $self->insert_cust_pay_prepay( $amount,
879 ? $prepay_credit->identifier
884 $dbh->rollback if $oldAutoCommit;
888 if ( defined($amountref) ) { $$amountref = $amount; }
889 if ( defined($secondsref) ) { $$secondsref = $seconds; }
890 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
891 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
892 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
894 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
899 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
901 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
902 specified either by I<identifier> or as an FS::prepay_credit object.
904 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
905 incremented by the values of the prepaid card.
907 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
908 check or set this customer's I<agentnum>.
910 If there is an error, returns the error, otherwise returns false.
916 my( $self, $prepay_credit, %opt ) = @_;
918 local $SIG{HUP} = 'IGNORE';
919 local $SIG{INT} = 'IGNORE';
920 local $SIG{QUIT} = 'IGNORE';
921 local $SIG{TERM} = 'IGNORE';
922 local $SIG{TSTP} = 'IGNORE';
923 local $SIG{PIPE} = 'IGNORE';
925 my $oldAutoCommit = $FS::UID::AutoCommit;
926 local $FS::UID::AutoCommit = 0;
929 unless ( ref($prepay_credit) ) {
931 my $identifier = $prepay_credit;
933 $prepay_credit = qsearchs(
935 { 'identifier' => $identifier },
940 unless ( $prepay_credit ) {
941 $dbh->rollback if $oldAutoCommit;
942 return "Invalid prepaid card: ". $identifier;
947 if ( $prepay_credit->agentnum ) {
948 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
949 $dbh->rollback if $oldAutoCommit;
950 return "prepaid card not valid for agent ". $self->agentnum;
952 $self->agentnum($prepay_credit->agentnum);
955 my $error = $prepay_credit->delete;
957 $dbh->rollback if $oldAutoCommit;
958 return "removing prepay_credit (transaction rolled back): $error";
961 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
962 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
964 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
969 =item increment_upbytes SECONDS
971 Updates this customer's single or primary account (see L<FS::svc_acct>) by
972 the specified number of upbytes. If there is an error, returns the error,
973 otherwise returns false.
977 sub increment_upbytes {
978 _increment_column( shift, 'upbytes', @_);
981 =item increment_downbytes SECONDS
983 Updates this customer's single or primary account (see L<FS::svc_acct>) by
984 the specified number of downbytes. If there is an error, returns the error,
985 otherwise returns false.
989 sub increment_downbytes {
990 _increment_column( shift, 'downbytes', @_);
993 =item increment_totalbytes SECONDS
995 Updates this customer's single or primary account (see L<FS::svc_acct>) by
996 the specified number of totalbytes. If there is an error, returns the error,
997 otherwise returns false.
1001 sub increment_totalbytes {
1002 _increment_column( shift, 'totalbytes', @_);
1005 =item increment_seconds SECONDS
1007 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1008 the specified number of seconds. If there is an error, returns the error,
1009 otherwise returns false.
1013 sub increment_seconds {
1014 _increment_column( shift, 'seconds', @_);
1017 =item _increment_column AMOUNT
1019 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1020 the specified number of seconds or bytes. If there is an error, returns
1021 the error, otherwise returns false.
1025 sub _increment_column {
1026 my( $self, $column, $amount ) = @_;
1027 warn "$me increment_column called: $column, $amount\n"
1030 return '' unless $amount;
1032 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1033 $self->ncancelled_pkgs;
1035 if ( ! @cust_pkg ) {
1036 return 'No packages with primary or single services found'.
1037 ' to apply pre-paid time';
1038 } elsif ( scalar(@cust_pkg) > 1 ) {
1039 #maybe have a way to specify the package/account?
1040 return 'Multiple packages found to apply pre-paid time';
1043 my $cust_pkg = $cust_pkg[0];
1044 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1048 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1050 if ( ! @cust_svc ) {
1051 return 'No account found to apply pre-paid time';
1052 } elsif ( scalar(@cust_svc) > 1 ) {
1053 return 'Multiple accounts found to apply pre-paid time';
1056 my $svc_acct = $cust_svc[0]->svc_x;
1057 warn " found service svcnum ". $svc_acct->pkgnum.
1058 ' ('. $svc_acct->email. ")\n"
1061 $column = "increment_$column";
1062 $svc_acct->$column($amount);
1066 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1068 Inserts a prepayment in the specified amount for this customer. An optional
1069 second argument can specify the prepayment identifier for tracking purposes.
1070 If there is an error, returns the error, otherwise returns false.
1074 sub insert_cust_pay_prepay {
1075 shift->insert_cust_pay('PREP', @_);
1078 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1080 Inserts a cash payment in the specified amount for this customer. An optional
1081 second argument can specify the payment identifier for tracking purposes.
1082 If there is an error, returns the error, otherwise returns false.
1086 sub insert_cust_pay_cash {
1087 shift->insert_cust_pay('CASH', @_);
1090 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1092 Inserts a Western Union payment in the specified amount for this customer. An
1093 optional second argument can specify the prepayment identifier for tracking
1094 purposes. If there is an error, returns the error, otherwise returns false.
1098 sub insert_cust_pay_west {
1099 shift->insert_cust_pay('WEST', @_);
1102 sub insert_cust_pay {
1103 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1104 my $payinfo = scalar(@_) ? shift : '';
1106 my $cust_pay = new FS::cust_pay {
1107 'custnum' => $self->custnum,
1108 'paid' => sprintf('%.2f', $amount),
1109 #'_date' => #date the prepaid card was purchased???
1111 'payinfo' => $payinfo,
1117 =item delete [ OPTION => VALUE ... ]
1119 This deletes the customer. If there is an error, returns the error, otherwise
1122 This will completely remove all traces of the customer record. This is not
1123 what you want when a customer cancels service; for that, cancel all of the
1124 customer's packages (see L</cancel>).
1126 If the customer has any uncancelled packages, you need to pass a new (valid)
1127 customer number for those packages to be transferred to, as the "new_customer"
1128 option. Cancelled packages will be deleted. Did I mention that this is NOT
1129 what you want when a customer cancels service and that you really should be
1130 looking at L<FS::cust_pkg/cancel>?
1132 You can't delete a customer with invoices (see L<FS::cust_bill>),
1133 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1134 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1135 set the "delete_financials" option to a true value.
1140 my( $self, %opt ) = @_;
1142 local $SIG{HUP} = 'IGNORE';
1143 local $SIG{INT} = 'IGNORE';
1144 local $SIG{QUIT} = 'IGNORE';
1145 local $SIG{TERM} = 'IGNORE';
1146 local $SIG{TSTP} = 'IGNORE';
1147 local $SIG{PIPE} = 'IGNORE';
1149 my $oldAutoCommit = $FS::UID::AutoCommit;
1150 local $FS::UID::AutoCommit = 0;
1153 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1154 $dbh->rollback if $oldAutoCommit;
1155 return "Can't delete a master agent customer";
1158 #use FS::access_user
1159 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1160 $dbh->rollback if $oldAutoCommit;
1161 return "Can't delete a master employee customer";
1164 tie my %financial_tables, 'Tie::IxHash',
1165 'cust_bill' => 'invoices',
1166 'cust_statement' => 'statements',
1167 'cust_credit' => 'credits',
1168 'cust_pay' => 'payments',
1169 'cust_refund' => 'refunds',
1172 foreach my $table ( keys %financial_tables ) {
1174 my @records = $self->$table();
1176 if ( @records && ! $opt{'delete_financials'} ) {
1177 $dbh->rollback if $oldAutoCommit;
1178 return "Can't delete a customer with ". $financial_tables{$table};
1181 foreach my $record ( @records ) {
1182 my $error = $record->delete;
1184 $dbh->rollback if $oldAutoCommit;
1185 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1191 my @cust_pkg = $self->ncancelled_pkgs;
1193 my $new_custnum = $opt{'new_custnum'};
1194 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1195 $dbh->rollback if $oldAutoCommit;
1196 return "Invalid new customer number: $new_custnum";
1198 foreach my $cust_pkg ( @cust_pkg ) {
1199 my %hash = $cust_pkg->hash;
1200 $hash{'custnum'} = $new_custnum;
1201 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1202 my $error = $new_cust_pkg->replace($cust_pkg,
1203 options => { $cust_pkg->options },
1206 $dbh->rollback if $oldAutoCommit;
1211 my @cancelled_cust_pkg = $self->all_pkgs;
1212 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1213 my $error = $cust_pkg->delete;
1215 $dbh->rollback if $oldAutoCommit;
1220 #cust_tax_adjustment in financials?
1221 #cust_pay_pending? ouch
1222 foreach my $table (qw(
1223 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1224 cust_payby cust_location cust_main_note cust_tax_adjustment
1225 cust_pay_void cust_pay_batch queue cust_tax_exempt
1227 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1228 my $error = $record->delete;
1230 $dbh->rollback if $oldAutoCommit;
1236 my $sth = $dbh->prepare(
1237 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1239 my $errstr = $dbh->errstr;
1240 $dbh->rollback if $oldAutoCommit;
1243 $sth->execute($self->custnum) or do {
1244 my $errstr = $sth->errstr;
1245 $dbh->rollback if $oldAutoCommit;
1251 my $ticket_dbh = '';
1252 if ($conf->config('ticket_system') eq 'RT_Internal') {
1254 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1255 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1256 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1257 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1260 if ( $ticket_dbh ) {
1262 my $ticket_sth = $ticket_dbh->prepare(
1263 'DELETE FROM Links WHERE Target = ?'
1265 my $errstr = $ticket_dbh->errstr;
1266 $dbh->rollback if $oldAutoCommit;
1269 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1271 my $errstr = $ticket_sth->errstr;
1272 $dbh->rollback if $oldAutoCommit;
1276 #check and see if the customer is the only link on the ticket, and
1277 #if so, set the ticket to deleted status in RT?
1278 #maybe someday, for now this will at least fix tickets not displaying
1282 #delete the customer record
1284 my $error = $self->SUPER::delete;
1286 $dbh->rollback if $oldAutoCommit;
1290 # cust_main exports!
1292 #my $export_args = $options{'export_args'} || [];
1295 map qsearch( 'part_export', {exportnum=>$_} ),
1296 $conf->config('cust_main-exports'); #, $agentnum
1298 foreach my $part_export ( @part_export ) {
1299 my $error = $part_export->export_delete( $self ); #, @$export_args);
1301 $dbh->rollback if $oldAutoCommit;
1302 return "exporting to ". $part_export->exporttype.
1303 " (transaction rolled back): $error";
1307 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1312 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1314 Replaces the OLD_RECORD with this one in the database. If there is an error,
1315 returns the error, otherwise returns false.
1317 To change the customer's address, set the pseudo-fields C<bill_location> and
1318 C<ship_location>. The address will still only change if at least one of the
1319 address fields differs from the existing values.
1321 INVOICING_LIST_ARYREF: If you pass an arrayref to this method, it will be
1322 set as the contact email address for a default contact with the same name as
1325 Currently available options are: I<tax_exemption>, I<cust_payby_params>,
1326 I<contact_params>, I<invoicing_list>.
1328 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1329 of tax names and exemption numbers. FS::cust_main_exemption records will be
1330 deleted and inserted as appropriate.
1332 I<cust_payby_params> and I<contact_params> can be hashrefs of named parameter
1333 groups (describing the customer's payment methods and contacts, respectively)
1334 in the style supported by L<FS::o2m_Common/process_o2m>. See L<FS::cust_payby>
1335 and L<FS::contact> for the fields these can contain.
1337 I<invoicing_list> is a synonym for the INVOICING_LIST_ARYREF parameter, and
1338 should be used instead if possible.
1345 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1347 : $self->replace_old;
1351 warn "$me replace called\n"
1354 my $curuser = $FS::CurrentUser::CurrentUser;
1355 return "You are not permitted to create complimentary accounts."
1356 if $self->complimentary eq 'Y'
1357 && $self->complimentary ne $old->complimentary
1358 && ! $curuser->access_right('Complimentary customer');
1360 local($ignore_expired_card) = 1
1361 if $old->payby =~ /^(CARD|DCRD)$/
1362 && $self->payby =~ /^(CARD|DCRD)$/
1363 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1365 local($ignore_banned_card) = 1
1366 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1367 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1368 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1370 if ( $self->payby =~ /^(CARD|DCRD)$/
1371 && $old->payinfo ne $self->payinfo
1372 && $old->paymask ne $self->paymask )
1374 my $error = $self->check_payinfo_cardtype;
1375 return $error if $error;
1378 return "Invoicing locale is required"
1381 && $conf->exists('cust_main-require_locale');
1383 local $SIG{HUP} = 'IGNORE';
1384 local $SIG{INT} = 'IGNORE';
1385 local $SIG{QUIT} = 'IGNORE';
1386 local $SIG{TERM} = 'IGNORE';
1387 local $SIG{TSTP} = 'IGNORE';
1388 local $SIG{PIPE} = 'IGNORE';
1390 my $oldAutoCommit = $FS::UID::AutoCommit;
1391 local $FS::UID::AutoCommit = 0;
1394 for my $l (qw(bill_location ship_location)) {
1395 #my $old_loc = $old->$l;
1396 my $new_loc = $self->$l or next;
1398 # find the existing location if there is one
1399 $new_loc->set('custnum' => $self->custnum);
1400 my $error = $new_loc->find_or_insert;
1402 $dbh->rollback if $oldAutoCommit;
1405 $self->set($l.'num', $new_loc->locationnum);
1409 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1410 warn "cust_main::replace: using deprecated invoicing list argument";
1411 $invoicing_list = shift @param;
1414 my %options = @param;
1416 $invoicing_list ||= $options{invoicing_list};
1418 my @contacts = map { $_->contact } $self->cust_contact;
1419 # find a contact that matches the customer's name
1420 my ($implicit_contact) = grep { $_->first eq $old->get('first')
1421 and $_->last eq $old->get('last') }
1423 $implicit_contact ||= FS::contact->new({
1424 'custnum' => $self->custnum,
1425 'locationnum' => $self->get('bill_locationnum'),
1428 # for any of these that are already contact emails, link to the existing
1430 if ( $invoicing_list ) {
1433 # kind of like process_m2m on these, except:
1434 # - the other side is two tables in a join
1435 # - and we might have to create new contact_emails
1436 # - and possibly a new contact
1438 # Find existing invoice emails that aren't on the implicit contact.
1439 # Any of these that are not on the new invoicing list will be removed.
1440 my %old_email_cust_contact;
1441 foreach my $cust_contact ($self->cust_contact) {
1442 next if !$cust_contact->invoice_dest;
1443 next if $cust_contact->contactnum == ($implicit_contact->contactnum || 0);
1445 foreach my $contact_email ($cust_contact->contact->contact_email) {
1446 $old_email_cust_contact{ $contact_email->emailaddress } = $cust_contact;
1450 foreach my $dest (@$invoicing_list) {
1452 if ($dest eq 'POST') {
1454 $self->set('postal_invoice', 'Y');
1456 } elsif ( exists($old_email_cust_contact{$dest}) ) {
1458 delete $old_email_cust_contact{$dest}; # don't need to remove it, then
1462 # See if it belongs to some other contact; if so, link it.
1463 my $contact_email = qsearchs('contact_email', { emailaddress => $dest });
1465 and $contact_email->contactnum != ($implicit_contact->contactnum || 0) ) {
1466 my $cust_contact = qsearchs('cust_contact', {
1467 contactnum => $contact_email->contactnum,
1468 custnum => $self->custnum,
1469 }) || FS::cust_contact->new({
1470 contactnum => $contact_email->contactnum,
1471 custnum => $self->custnum,
1473 $cust_contact->set('invoice_dest', 'Y');
1474 my $error = $cust_contact->custcontactnum ?
1475 $cust_contact->replace : $cust_contact->insert;
1477 $dbh->rollback if $oldAutoCommit;
1478 return "$error (linking to email address $dest)";
1482 # This email address is not yet linked to any contact, so it will
1483 # be added to the implicit contact.
1484 $email .= ',' if length($email);
1490 foreach my $remove_dest (keys %old_email_cust_contact) {
1491 my $cust_contact = $old_email_cust_contact{$remove_dest};
1492 # These were not in the list of requested destinations, so take them off.
1493 $cust_contact->set('invoice_dest', '');
1494 my $error = $cust_contact->replace;
1496 $dbh->rollback if $oldAutoCommit;
1497 return "$error (unlinking email address $remove_dest)";
1501 # make sure it keeps up with the changed customer name, if any
1502 $implicit_contact->set('last', $self->get('last'));
1503 $implicit_contact->set('first', $self->get('first'));
1504 $implicit_contact->set('emailaddress', $email);
1505 $implicit_contact->set('invoice_dest', 'Y');
1506 $implicit_contact->set('custnum', $self->custnum);
1509 if ( $implicit_contact->contactnum ) {
1510 $error = $implicit_contact->replace;
1511 } elsif ( length($email) ) { # don't create a new contact if not needed
1512 $error = $implicit_contact->insert;
1516 $dbh->rollback if $oldAutoCommit;
1517 return "$error (adding email address $email)";
1522 # replace the customer record
1523 my $error = $self->SUPER::replace($old);
1526 $dbh->rollback if $oldAutoCommit;
1530 # now move packages to the new service location
1531 $self->set('ship_location', ''); #flush cache
1532 if ( $old->ship_locationnum and # should only be null during upgrade...
1533 $old->ship_locationnum != $self->ship_locationnum ) {
1534 $error = $old->ship_location->move_to($self->ship_location);
1536 $dbh->rollback if $oldAutoCommit;
1540 # don't move packages based on the billing location, but
1541 # disable it if it's no longer in use
1542 if ( $old->bill_locationnum and
1543 $old->bill_locationnum != $self->bill_locationnum ) {
1544 $error = $old->bill_location->disable_if_unused;
1546 $dbh->rollback if $oldAutoCommit;
1551 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1553 #this could be more efficient than deleting and re-inserting, if it matters
1554 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1555 my $error = $cust_tag->delete;
1557 $dbh->rollback if $oldAutoCommit;
1561 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1562 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1563 'custnum' => $self->custnum };
1564 my $error = $cust_tag->insert;
1566 $dbh->rollback if $oldAutoCommit;
1573 my $tax_exemption = delete $options{'tax_exemption'};
1574 if ( $tax_exemption ) {
1576 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1577 if ref($tax_exemption) eq 'ARRAY';
1579 my %cust_main_exemption =
1580 map { $_->taxname => $_ }
1581 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1583 foreach my $taxname ( keys %$tax_exemption ) {
1585 if ( $cust_main_exemption{$taxname} &&
1586 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1589 delete $cust_main_exemption{$taxname};
1593 my $cust_main_exemption = new FS::cust_main_exemption {
1594 'custnum' => $self->custnum,
1595 'taxname' => $taxname,
1596 'exempt_number' => $tax_exemption->{$taxname},
1598 my $error = $cust_main_exemption->insert;
1600 $dbh->rollback if $oldAutoCommit;
1601 return "inserting cust_main_exemption (transaction rolled back): $error";
1605 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1606 my $error = $cust_main_exemption->delete;
1608 $dbh->rollback if $oldAutoCommit;
1609 return "deleting cust_main_exemption (transaction rolled back): $error";
1615 if ( my $cust_payby_params = delete $options{'cust_payby_params'} ) {
1617 my $error = $self->process_o2m(
1618 'table' => 'cust_payby',
1619 'fields' => FS::cust_payby->cgi_cust_payby_fields,
1620 'params' => $cust_payby_params,
1621 'hash_callback' => \&FS::cust_payby::cgi_hash_callback,
1624 $dbh->rollback if $oldAutoCommit;
1630 if ( my $contact_params = delete $options{'contact_params'} ) {
1632 # this can potentially replace contacts that were created by the
1633 # invoicing list argument, but the UI shouldn't allow both of them
1636 my $error = $self->process_o2m(
1637 'table' => 'contact',
1638 'fields' => FS::contact->cgi_contact_fields,
1639 'params' => $contact_params,
1642 $dbh->rollback if $oldAutoCommit;
1648 unless ( $import || $skip_fuzzyfiles ) {
1649 $error = $self->queue_fuzzyfiles_update;
1651 $dbh->rollback if $oldAutoCommit;
1652 return "updating fuzzy search cache: $error";
1656 # tax district update in cust_location
1658 # cust_main exports!
1660 my $export_args = $options{'export_args'} || [];
1663 map qsearch( 'part_export', {exportnum=>$_} ),
1664 $conf->config('cust_main-exports'); #, $agentnum
1666 foreach my $part_export ( @part_export ) {
1667 my $error = $part_export->export_replace( $self, $old, @$export_args);
1669 $dbh->rollback if $oldAutoCommit;
1670 return "exporting to ". $part_export->exporttype.
1671 " (transaction rolled back): $error";
1675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1680 =item queue_fuzzyfiles_update
1682 Used by insert & replace to update the fuzzy search cache
1686 use FS::cust_main::Search;
1687 sub queue_fuzzyfiles_update {
1690 local $SIG{HUP} = 'IGNORE';
1691 local $SIG{INT} = 'IGNORE';
1692 local $SIG{QUIT} = 'IGNORE';
1693 local $SIG{TERM} = 'IGNORE';
1694 local $SIG{TSTP} = 'IGNORE';
1695 local $SIG{PIPE} = 'IGNORE';
1697 my $oldAutoCommit = $FS::UID::AutoCommit;
1698 local $FS::UID::AutoCommit = 0;
1701 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1702 my $queue = new FS::queue {
1703 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1705 my @args = "cust_main.$field", $self->get($field);
1706 my $error = $queue->insert( @args );
1708 $dbh->rollback if $oldAutoCommit;
1709 return "queueing job (transaction rolled back): $error";
1714 push @locations, $self->bill_location if $self->bill_locationnum;
1715 push @locations, $self->ship_location if @locations && $self->has_ship_address;
1716 foreach my $location (@locations) {
1717 my $queue = new FS::queue {
1718 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1720 my @args = 'cust_location.address1', $location->address1;
1721 my $error = $queue->insert( @args );
1723 $dbh->rollback if $oldAutoCommit;
1724 return "queueing job (transaction rolled back): $error";
1728 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1735 Checks all fields to make sure this is a valid customer record. If there is
1736 an error, returns the error, otherwise returns false. Called by the insert
1737 and replace methods.
1744 warn "$me check BEFORE: \n". $self->_dump
1748 $self->ut_numbern('custnum')
1749 || $self->ut_number('agentnum')
1750 || $self->ut_textn('agent_custid')
1751 || $self->ut_number('refnum')
1752 || $self->ut_foreign_keyn('bill_locationnum', 'cust_location','locationnum')
1753 || $self->ut_foreign_keyn('ship_locationnum', 'cust_location','locationnum')
1754 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1755 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1756 || $self->ut_foreign_keyn('taxstatusnum', 'tax_status', 'taxstatusnum')
1757 || $self->ut_textn('custbatch')
1758 || $self->ut_name('last')
1759 || $self->ut_name('first')
1760 || $self->ut_snumbern('signupdate')
1761 || $self->ut_snumbern('birthdate')
1762 || $self->ut_namen('spouse_last')
1763 || $self->ut_namen('spouse_first')
1764 || $self->ut_snumbern('spouse_birthdate')
1765 || $self->ut_snumbern('anniversary_date')
1766 || $self->ut_textn('company')
1767 || $self->ut_textn('ship_company')
1768 || $self->ut_anything('comments')
1769 || $self->ut_numbern('referral_custnum')
1770 || $self->ut_textn('stateid')
1771 || $self->ut_textn('stateid_state')
1772 || $self->ut_textn('invoice_terms')
1773 || $self->ut_floatn('cdr_termination_percentage')
1774 || $self->ut_floatn('credit_limit')
1775 || $self->ut_numbern('billday')
1776 || $self->ut_numbern('prorate_day')
1777 || $self->ut_flag('force_prorate_day')
1778 || $self->ut_flag('edit_subject')
1779 || $self->ut_flag('calling_list_exempt')
1780 || $self->ut_flag('invoice_noemail')
1781 || $self->ut_flag('message_noemail')
1782 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1783 || $self->ut_currencyn('currency')
1784 || $self->ut_textn('po_number')
1785 || $self->ut_enum('complimentary', [ '', 'Y' ])
1786 || $self->ut_flag('invoice_ship_address')
1787 || $self->ut_flag('invoice_dest')
1790 foreach (qw(company ship_company)) {
1791 my $company = $self->get($_);
1792 $company =~ s/^\s+//;
1793 $company =~ s/\s+$//;
1794 $company =~ s/\s+/ /g;
1795 $self->set($_, $company);
1798 #barf. need message catalogs. i18n. etc.
1799 $error .= "Please select an advertising source."
1800 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1801 return $error if $error;
1803 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1804 or return "Unknown agent";
1806 if ( $self->currency ) {
1807 my $agent_currency = qsearchs( 'agent_currency', {
1808 'agentnum' => $agent->agentnum,
1809 'currency' => $self->currency,
1811 or return "Agent ". $agent->agent.
1812 " not permitted to offer ". $self->currency. " invoicing";
1815 return "Unknown refnum"
1816 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1818 return "Unknown referring custnum: ". $self->referral_custnum
1819 unless ! $self->referral_custnum
1820 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1822 if ( $self->ss eq '' ) {
1827 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1828 or return "Illegal social security number: ". $self->ss;
1829 $self->ss("$1-$2-$3");
1832 #turn off invoice_ship_address if ship & bill are the same
1833 if ($self->bill_locationnum eq $self->ship_locationnum) {
1834 $self->invoice_ship_address('');
1837 # cust_main_county verification now handled by cust_location check
1840 $self->ut_phonen('daytime', $self->country)
1841 || $self->ut_phonen('night', $self->country)
1842 || $self->ut_phonen('fax', $self->country)
1843 || $self->ut_phonen('mobile', $self->country)
1845 return $error if $error;
1847 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1849 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1852 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1854 : FS::Msgcat::_gettext('daytime');
1855 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1857 : FS::Msgcat::_gettext('night');
1859 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1861 : FS::Msgcat::_gettext('mobile');
1863 return "$daytime_label, $night_label or $mobile_label is required"
1867 ### start of stuff moved to cust_payby
1868 # then mostly kept here to support upgrades (can remove in 5.x)
1869 # but modified to allow everything to be empty
1871 if ( $self->payby ) {
1872 FS::payby->can_payby($self->table, $self->payby)
1873 or return "Illegal payby: ". $self->payby;
1878 $error = $self->ut_numbern('paystart_month')
1879 || $self->ut_numbern('paystart_year')
1880 || $self->ut_numbern('payissue')
1881 || $self->ut_textn('paytype')
1883 return $error if $error;
1885 if ( $self->payip eq '' ) {
1888 $error = $self->ut_ip('payip');
1889 return $error if $error;
1892 # If it is encrypted and the private key is not availaible then we can't
1893 # check the credit card.
1894 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1896 # Need some kind of global flag to accept invalid cards, for testing
1898 if ( !$import && !$ignore_invalid_card && $check_payinfo &&
1899 $self->payby =~ /^(CARD|DCRD)$/ ) {
1901 my $payinfo = $self->payinfo;
1902 $payinfo =~ s/\D//g;
1903 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1904 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1906 $self->payinfo($payinfo);
1908 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1910 return gettext('unknown_card_type')
1911 if $self->payinfo !~ /^99\d{14}$/ #token
1912 && cardtype($self->payinfo) eq "Unknown";
1914 unless ( $ignore_banned_card ) {
1915 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1917 if ( $ban->bantype eq 'warn' ) {
1918 #or others depending on value of $ban->reason ?
1919 return '_duplicate_card'.
1920 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1921 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1922 ' (ban# '. $ban->bannum. ')'
1923 unless $self->override_ban_warn;
1925 return 'Banned credit card: banned on '.
1926 time2str('%a %h %o at %r', $ban->_date).
1927 ' by '. $ban->otaker.
1928 ' (ban# '. $ban->bannum. ')';
1933 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1934 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1935 $self->paycvv =~ /^(\d{4})$/
1936 or return "CVV2 (CID) for American Express cards is four digits.";
1939 $self->paycvv =~ /^(\d{3})$/
1940 or return "CVV2 (CVC2/CID) is three digits.";
1947 my $cardtype = cardtype($payinfo);
1948 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1950 return "Start date or issue number is required for $cardtype cards"
1951 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1953 return "Start month must be between 1 and 12"
1954 if $self->paystart_month
1955 and $self->paystart_month < 1 || $self->paystart_month > 12;
1957 return "Start year must be 1990 or later"
1958 if $self->paystart_year
1959 and $self->paystart_year < 1990;
1961 return "Issue number must be beween 1 and 99"
1963 and $self->payissue < 1 || $self->payissue > 99;
1966 $self->paystart_month('');
1967 $self->paystart_year('');
1968 $self->payissue('');
1971 } elsif ( !$ignore_invalid_card && $check_payinfo &&
1972 $self->payby =~ /^(CHEK|DCHK)$/ ) {
1974 my $payinfo = $self->payinfo;
1975 $payinfo =~ s/[^\d\@\.]//g;
1976 if ( $conf->config('echeck-country') eq 'CA' ) {
1977 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1978 or return 'invalid echeck account@branch.bank';
1979 $payinfo = "$1\@$2.$3";
1980 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1981 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1982 $payinfo = "$1\@$2";
1984 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1985 $payinfo = "$1\@$2";
1987 $self->payinfo($payinfo);
1990 unless ( $ignore_banned_card ) {
1991 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1993 if ( $ban->bantype eq 'warn' ) {
1994 #or others depending on value of $ban->reason ?
1995 return '_duplicate_ach' unless $self->override_ban_warn;
1997 return 'Banned ACH account: banned on '.
1998 time2str('%a %h %o at %r', $ban->_date).
1999 ' by '. $ban->otaker.
2000 ' (ban# '. $ban->bannum. ')';
2005 } elsif ( $self->payby eq 'LECB' ) {
2007 my $payinfo = $self->payinfo;
2008 $payinfo =~ s/\D//g;
2009 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2011 $self->payinfo($payinfo);
2014 } elsif ( $self->payby eq 'BILL' ) {
2016 $error = $self->ut_textn('payinfo');
2017 return "Illegal P.O. number: ". $self->payinfo if $error;
2020 } elsif ( $self->payby eq 'COMP' ) {
2022 my $curuser = $FS::CurrentUser::CurrentUser;
2023 if ( ! $self->custnum
2024 && ! $curuser->access_right('Complimentary customer')
2027 return "You are not permitted to create complimentary accounts."
2030 $error = $self->ut_textn('payinfo');
2031 return "Illegal comp account issuer: ". $self->payinfo if $error;
2034 } elsif ( $self->payby eq 'PREPAY' ) {
2036 my $payinfo = $self->payinfo;
2037 $payinfo =~ s/\W//g; #anything else would just confuse things
2038 $self->payinfo($payinfo);
2039 $error = $self->ut_alpha('payinfo');
2040 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2041 return "Unknown prepayment identifier"
2042 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2047 return "You are not permitted to create complimentary accounts."
2049 && $self->complimentary eq 'Y'
2050 && ! $FS::CurrentUser::CurrentUser->access_right('Complimentary customer');
2052 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2053 return "Expiration date required"
2054 # shouldn't payinfo_check do this?
2055 unless ! $self->payby
2056 || $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2060 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2061 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2062 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2063 ( $m, $y ) = ( $2, "19$1" );
2064 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2065 ( $m, $y ) = ( $3, "20$2" );
2067 return "Illegal expiration date: ". $self->paydate;
2069 $m = sprintf('%02d',$m);
2070 $self->paydate("$y-$m-01");
2071 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2072 return gettext('expired_card')
2074 && !$ignore_expired_card
2075 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2078 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2079 ( ! $conf->exists('require_cardname')
2080 || $self->payby !~ /^(CARD|DCRD)$/ )
2082 $self->payname( $self->first. " ". $self->getfield('last') );
2085 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2086 $self->payname =~ /^([\w \,\.\-\']*)$/
2087 or return gettext('illegal_name'). " payname: ". $self->payname;
2090 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2091 or return gettext('illegal_name'). " payname: ". $self->payname;
2097 ### end of stuff moved to cust_payby
2099 return "Please select an invoicing locale"
2102 && $conf->exists('cust_main-require_locale');
2104 return "Please select a customer class"
2105 if ! $self->classnum
2106 && $conf->exists('cust_main-require_classnum');
2108 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2109 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2113 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2115 warn "$me check AFTER: \n". $self->_dump
2118 $self->SUPER::check;
2121 sub check_payinfo_cardtype {
2124 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2126 my $payinfo = $self->payinfo;
2127 $payinfo =~ s/\D//g;
2129 return '' if $payinfo =~ /^99\d{14}$/; #token
2131 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2132 my $cardtype = cardtype($payinfo);
2134 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2142 Additional checks for replace only.
2147 my ($new,$old) = @_;
2148 #preserve old value if global config is set
2149 if ($old && $conf->exists('invoice-ship_address')) {
2150 $new->invoice_ship_address($old->invoice_ship_address);
2157 Returns a list of fields which have ship_ duplicates.
2162 qw( last first company
2164 address1 address2 city county state zip country
2166 daytime night fax mobile
2170 =item has_ship_address
2172 Returns true if this customer record has a separate shipping address.
2176 sub has_ship_address {
2178 $self->bill_locationnum != $self->ship_locationnum;
2183 Returns a list of key/value pairs, with the following keys: address1,
2184 adddress2, city, county, state, zip, country, district, and geocode. The
2185 shipping address is used if present.
2191 $self->ship_location->location_hash;
2196 Returns all locations (see L<FS::cust_location>) for this customer.
2203 'table' => 'cust_location',
2204 'hashref' => { 'custnum' => $self->custnum,
2205 'prospectnum' => '',
2207 'order_by' => 'ORDER BY country, LOWER(state), LOWER(city), LOWER(county), LOWER(address1), LOWER(address2)',
2213 Returns all contact associations (see L<FS::cust_contact>) for this customer.
2219 qsearch('cust_contact', { 'custnum' => $self->custnum } );
2222 =item cust_payby PAYBY
2224 Returns all payment methods (see L<FS::cust_payby>) for this customer.
2226 If one or more PAYBY are specified, returns only payment methods for specified PAYBY.
2227 Does not validate PAYBY.
2235 'table' => 'cust_payby',
2236 'hashref' => { 'custnum' => $self->custnum },
2237 'order_by' => "ORDER BY payby IN ('CARD','CHEK') DESC, weight ASC",
2239 $search->{'extra_sql'} = ' AND payby IN ( '.
2240 join(',', map dbh->quote($_), @payby).
2247 =item has_cust_payby_auto
2249 Returns true if customer has an automatic payment method ('CARD' or 'CHEK')
2253 sub has_cust_payby_auto {
2256 'table' => 'cust_payby',
2257 'hashref' => { 'custnum' => $self->custnum, },
2258 'extra_sql' => " AND payby IN ( 'CARD', 'CHEK' ) ",
2259 'order_by' => 'LIMIT 1',
2266 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2267 and L<FS::cust_pkg>) for this customer, except those on hold.
2269 Returns a list: an empty list on success or a list of errors.
2275 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2280 Unsuspends all suspended packages in the on-hold state (those without setup
2281 dates) for this customer.
2287 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2292 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2294 Returns a list: an empty list on success or a list of errors.
2300 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2303 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2305 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2306 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2307 of a list of pkgparts; the hashref has the following keys:
2311 =item pkgparts - listref of pkgparts
2313 =item (other options are passed to the suspend method)
2318 Returns a list: an empty list on success or a list of errors.
2322 sub suspend_if_pkgpart {
2324 my (@pkgparts, %opt);
2325 if (ref($_[0]) eq 'HASH'){
2326 @pkgparts = @{$_[0]{pkgparts}};
2331 grep { $_->suspend(%opt) }
2332 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2333 $self->unsuspended_pkgs;
2336 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2338 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2339 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2340 instead of a list of pkgparts; the hashref has the following keys:
2344 =item pkgparts - listref of pkgparts
2346 =item (other options are passed to the suspend method)
2350 Returns a list: an empty list on success or a list of errors.
2354 sub suspend_unless_pkgpart {
2356 my (@pkgparts, %opt);
2357 if (ref($_[0]) eq 'HASH'){
2358 @pkgparts = @{$_[0]{pkgparts}};
2363 grep { $_->suspend(%opt) }
2364 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2365 $self->unsuspended_pkgs;
2368 =item cancel [ OPTION => VALUE ... ]
2370 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2371 The cancellation time will be now.
2375 Always returns a list: an empty list on success or a list of errors.
2382 warn "$me cancel called on customer ". $self->custnum. " with options ".
2383 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2385 my @pkgs = $self->ncancelled_pkgs;
2387 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2390 =item cancel_pkgs OPTIONS
2392 Cancels a specified list of packages. OPTIONS can include:
2396 =item cust_pkg - an arrayref of the packages. Required.
2398 =item time - the cancellation time, used to calculate final bills and
2399 unused-time credits if any. Will be passed through to the bill() and
2400 FS::cust_pkg::cancel() methods.
2402 =item quiet - can be set true to supress email cancellation notices.
2404 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2405 reasonnum of an existing reason, or passing a hashref will create a new reason.
2406 The hashref should have the following keys:
2407 typenum - Reason type (see L<FS::reason_type>)
2408 reason - Text of the new reason.
2410 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2411 for the individual packages, parallel to the C<cust_pkg> argument. The
2412 reason and reason_otaker arguments will be taken from those objects.
2414 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2416 =item nobill - can be set true to skip billing if it might otherwise be done.
2421 my( $self, %opt ) = @_;
2423 # we're going to cancel services, which is not reversible
2424 die "cancel_pkgs cannot be run inside a transaction"
2425 if $FS::UID::AutoCommit == 0;
2427 local $FS::UID::AutoCommit = 0;
2429 return ( 'access denied' )
2430 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2432 if ( $opt{'ban'} ) {
2434 foreach my $cust_payby ( $self->cust_payby ) {
2436 #well, if they didn't get decrypted on search, then we don't have to
2437 # try again... queue a job for the server that does have decryption
2438 # capability if we're in a paranoid multi-server implementation?
2439 return ( "Can't (yet) ban encrypted credit cards" )
2440 if $cust_payby->is_encrypted($cust_payby->payinfo);
2442 my $ban = new FS::banned_pay $cust_payby->_new_banned_pay_hashref;
2443 my $error = $ban->insert;
2453 my @pkgs = @{ delete $opt{'cust_pkg'} };
2454 my $cancel_time = $opt{'time'} || time;
2456 # bill all packages first, so we don't lose usage, service counts for
2457 # bulk billing, etc.
2458 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2460 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2462 'time' => $cancel_time );
2464 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2466 return ( "Error billing during cancellation: $error" );
2471 $FS::UID::AutoCommit = 1;
2473 # now cancel all services, the same way we would for individual packages.
2474 # if any of them fail, cancel the rest anyway.
2475 my @cust_svc = map { $_->cust_svc } @pkgs;
2476 my @sorted_cust_svc =
2478 sort { $a->[1] <=> $b->[1] }
2479 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2481 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2484 foreach my $cust_svc (@sorted_cust_svc) {
2485 my $part_svc = $cust_svc->part_svc;
2486 next if ( defined($part_svc) and $part_svc->preserve );
2487 my $error = $cust_svc->cancel; # immediate cancel, no date option
2488 push @errors, $error if $error;
2494 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2495 $self->custnum. "\n"
2499 if ($opt{'cust_pkg_reason'}) {
2500 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2506 my $cpr = shift @cprs;
2508 $lopt{'reason'} = $cpr->reasonnum;
2509 $lopt{'reason_otaker'} = $cpr->otaker;
2511 warn "no reason found when canceling package ".$_->pkgnum."\n";
2512 # we're not actually required to pass a reason to cust_pkg::cancel,
2513 # but if we're getting to this point, something has gone awry.
2514 $null_reason ||= FS::reason->new_or_existing(
2515 reason => 'unknown reason',
2516 type => 'Cancel Reason',
2519 $lopt{'reason'} = $null_reason->reasonnum;
2520 $lopt{'reason_otaker'} = $FS::CurrentUser::CurrentUser->username;
2523 my $error = $_->cancel(%lopt);
2524 push @errors, 'pkgnum '.$_->pkgnum.': '.$error if $error;
2530 sub _banned_pay_hashref {
2541 'payby' => $payby2ban{$self->payby},
2542 'payinfo' => $self->payinfo,
2543 #don't ever *search* on reason! #'reason' =>
2549 Returns all notes (see L<FS::cust_main_note>) for this customer.
2554 my($self,$orderby_classnum) = (shift,shift);
2555 my $orderby = "sticky DESC, _date DESC";
2556 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2557 qsearch( 'cust_main_note',
2558 { 'custnum' => $self->custnum },
2560 "ORDER BY $orderby",
2566 Returns the agent (see L<FS::agent>) for this customer.
2570 Returns the agent name (see L<FS::agent>) for this customer.
2576 $self->agent->agent;
2581 Returns any tags associated with this customer, as FS::cust_tag objects,
2582 or an empty list if there are no tags.
2586 Returns any tags associated with this customer, as FS::part_tag objects,
2587 or an empty list if there are no tags.
2593 map $_->part_tag, $self->cust_tag;
2599 Returns the customer class, as an FS::cust_class object, or the empty string
2600 if there is no customer class.
2604 Returns the customer category name, or the empty string if there is no customer
2611 my $cust_class = $self->cust_class;
2613 ? $cust_class->categoryname
2619 Returns the customer class name, or the empty string if there is no customer
2626 my $cust_class = $self->cust_class;
2628 ? $cust_class->classname
2634 Returns the external tax status, as an FS::tax_status object, or the empty
2635 string if there is no tax status.
2641 if ( $self->taxstatusnum ) {
2642 qsearchs('tax_status', { 'taxstatusnum' => $self->taxstatusnum } );
2650 Returns the tax status code if there is one.
2656 my $tax_status = $self->tax_status;
2658 ? $tax_status->taxstatus
2662 =item BILLING METHODS
2664 Documentation on billing methods has been moved to
2665 L<FS::cust_main::Billing>.
2667 =item REALTIME BILLING METHODS
2669 Documentation on realtime billing methods has been moved to
2670 L<FS::cust_main::Billing_Realtime>.
2674 Removes the I<paycvv> field from the database directly.
2676 If there is an error, returns the error, otherwise returns false.
2678 DEPRECATED. Use L</remove_cvv_from_cust_payby> instead.
2684 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2685 or return dbh->errstr;
2686 $sth->execute($self->custnum)
2687 or return $sth->errstr;
2694 Returns the total owed for this customer on all invoices
2695 (see L<FS::cust_bill/owed>).
2701 $self->total_owed_date(2145859200); #12/31/2037
2704 =item total_owed_date TIME
2706 Returns the total owed for this customer on all invoices with date earlier than
2707 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2708 see L<Time::Local> and L<Date::Parse> for conversion functions.
2712 sub total_owed_date {
2716 my $custnum = $self->custnum;
2718 my $owed_sql = FS::cust_bill->owed_sql;
2721 SELECT SUM($owed_sql) FROM cust_bill
2722 WHERE custnum = $custnum
2726 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2730 =item total_owed_pkgnum PKGNUM
2732 Returns the total owed on all invoices for this customer's specific package
2733 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2737 sub total_owed_pkgnum {
2738 my( $self, $pkgnum ) = @_;
2739 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2742 =item total_owed_date_pkgnum TIME PKGNUM
2744 Returns the total owed for this customer's specific package when using
2745 experimental package balances on all invoices with date earlier than
2746 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2747 see L<Time::Local> and L<Date::Parse> for conversion functions.
2751 sub total_owed_date_pkgnum {
2752 my( $self, $time, $pkgnum ) = @_;
2755 foreach my $cust_bill (
2756 grep { $_->_date <= $time }
2757 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2759 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2761 sprintf( "%.2f", $total_bill );
2767 Returns the total amount of all payments.
2774 $total += $_->paid foreach $self->cust_pay;
2775 sprintf( "%.2f", $total );
2778 =item total_unapplied_credits
2780 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2781 customer. See L<FS::cust_credit/credited>.
2783 =item total_credited
2785 Old name for total_unapplied_credits. Don't use.
2789 sub total_credited {
2790 #carp "total_credited deprecated, use total_unapplied_credits";
2791 shift->total_unapplied_credits(@_);
2794 sub total_unapplied_credits {
2797 my $custnum = $self->custnum;
2799 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2802 SELECT SUM($unapplied_sql) FROM cust_credit
2803 WHERE custnum = $custnum
2806 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2810 =item total_unapplied_credits_pkgnum PKGNUM
2812 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2813 customer. See L<FS::cust_credit/credited>.
2817 sub total_unapplied_credits_pkgnum {
2818 my( $self, $pkgnum ) = @_;
2819 my $total_credit = 0;
2820 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2821 sprintf( "%.2f", $total_credit );
2825 =item total_unapplied_payments
2827 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2828 See L<FS::cust_pay/unapplied>.
2832 sub total_unapplied_payments {
2835 my $custnum = $self->custnum;
2837 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2840 SELECT SUM($unapplied_sql) FROM cust_pay
2841 WHERE custnum = $custnum
2844 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2848 =item total_unapplied_payments_pkgnum PKGNUM
2850 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2851 specific package when using experimental package balances. See
2852 L<FS::cust_pay/unapplied>.
2856 sub total_unapplied_payments_pkgnum {
2857 my( $self, $pkgnum ) = @_;
2858 my $total_unapplied = 0;
2859 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2860 sprintf( "%.2f", $total_unapplied );
2864 =item total_unapplied_refunds
2866 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2867 customer. See L<FS::cust_refund/unapplied>.
2871 sub total_unapplied_refunds {
2873 my $custnum = $self->custnum;
2875 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2878 SELECT SUM($unapplied_sql) FROM cust_refund
2879 WHERE custnum = $custnum
2882 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2888 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2889 total_unapplied_credits minus total_unapplied_payments).
2895 $self->balance_date_range;
2898 =item balance_date TIME
2900 Returns the balance for this customer, only considering invoices with date
2901 earlier than TIME (total_owed_date minus total_credited minus
2902 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2903 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2910 $self->balance_date_range(shift);
2913 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2915 Returns the balance for this customer, optionally considering invoices with
2916 date earlier than START_TIME, and not later than END_TIME
2917 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2919 Times are specified as SQL fragments or numeric
2920 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2921 L<Date::Parse> for conversion functions. The empty string can be passed
2922 to disable that time constraint completely.
2924 Accepts the same options as L<balance_date_sql>:
2928 =item unapplied_date
2930 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)
2934 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2935 time will be ignored. Note that START_TIME and END_TIME only limit the date
2936 range for invoices and I<unapplied> payments, credits, and refunds.
2942 sub balance_date_range {
2944 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2945 ') FROM cust_main WHERE custnum='. $self->custnum;
2946 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2949 =item balance_pkgnum PKGNUM
2951 Returns the balance for this customer's specific package when using
2952 experimental package balances (total_owed plus total_unrefunded, minus
2953 total_unapplied_credits minus total_unapplied_payments)
2957 sub balance_pkgnum {
2958 my( $self, $pkgnum ) = @_;
2961 $self->total_owed_pkgnum($pkgnum)
2962 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2963 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2964 - $self->total_unapplied_credits_pkgnum($pkgnum)
2965 - $self->total_unapplied_payments_pkgnum($pkgnum)
2971 Returns a hash of useful information for making a payment.
2981 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2982 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2983 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2987 For credit card transactions:
2999 For electronic check transactions:
3014 $return{balance} = $self->balance;
3016 $return{payname} = $self->payname
3017 || ( $self->first. ' '. $self->get('last') );
3019 $return{$_} = $self->bill_location->$_
3020 for qw(address1 address2 city state zip);
3022 $return{payby} = $self->payby;
3023 $return{stateid_state} = $self->stateid_state;
3025 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3026 $return{card_type} = cardtype($self->payinfo);
3027 $return{payinfo} = $self->paymask;
3029 @return{'month', 'year'} = $self->paydate_monthyear;
3033 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3034 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3035 $return{payinfo1} = $payinfo1;
3036 $return{payinfo2} = $payinfo2;
3037 $return{paytype} = $self->paytype;
3038 $return{paystate} = $self->paystate;
3042 #doubleclick protection
3044 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3052 Returns the next payment expiration date for this customer. If they have no
3053 payment methods that will expire, returns 0.
3059 # filter out the ones that individually return 0, but then return 0 if
3060 # there are no results
3061 my @epochs = grep { $_ > 0 } map { $_->paydate_epoch } $self->cust_payby;
3062 min( @epochs ) || 0;
3065 =item paydate_epoch_sql
3067 Returns an SQL expression to get the next payment expiration date for a
3068 customer. Returns 2143260000 (2037-12-01) if there are no payment expiration
3069 dates, so that it's safe to test for "will it expire before date X" for any
3074 sub paydate_epoch_sql {
3076 my $paydate = FS::cust_payby->paydate_epoch_sql;
3077 "(SELECT COALESCE(MIN($paydate), 2143260000) FROM cust_payby WHERE cust_payby.custnum = cust_main.custnum)";
3081 my( $self, $taxname ) = @_;
3083 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3084 'taxname' => $taxname,
3089 =item cust_main_exemption
3091 =item invoicing_list
3093 Returns a list of email addresses (with svcnum entries expanded), and the word
3094 'POST' if the customer receives postal invoices.
3098 sub invoicing_list {
3099 my( $self, $arrayref ) = @_;
3102 warn "FS::cust_main::invoicing_list(ARRAY) is no longer supported.";
3105 my @emails = $self->invoicing_list_emailonly;
3106 push @emails, 'POST' if $self->get('postal_invoice');
3111 =item check_invoicing_list ARRAYREF
3113 Checks these arguements as valid input for the invoicing_list method. If there
3114 is an error, returns the error, otherwise returns false.
3118 sub check_invoicing_list {
3119 my( $self, $arrayref ) = @_;
3121 foreach my $address ( @$arrayref ) {
3123 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3124 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3127 my $cust_main_invoice = new FS::cust_main_invoice ( {
3128 'custnum' => $self->custnum,
3131 my $error = $self->custnum
3132 ? $cust_main_invoice->check
3133 : $cust_main_invoice->checkdest
3135 return $error if $error;
3139 return "Email address required"
3140 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3141 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3148 Returns the email addresses of all accounts provisioned for this customer.
3155 foreach my $cust_pkg ( $self->all_pkgs ) {
3156 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3158 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3159 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3161 $list{$_}=1 foreach map { $_->email } @svc_acct;
3166 =item invoicing_list_addpost
3168 Adds postal invoicing to this customer. If this customer is already configured
3169 to receive postal invoices, does nothing.
3173 sub invoicing_list_addpost {
3175 if ( $self->get('postal_invoice') eq '' ) {
3176 $self->set('postal_invoice', 'Y');
3177 my $error = $self->replace;
3178 warn $error if $error; # should fail harder, but this is traditional
3182 =item invoicing_list_emailonly
3184 Returns the list of email invoice recipients (invoicing_list without non-email
3185 destinations such as POST and FAX).
3189 sub invoicing_list_emailonly {
3191 warn "$me invoicing_list_emailonly called"
3193 return () if !$self->custnum; # not yet inserted
3194 return map { $_->emailaddress }
3196 table => 'cust_contact',
3197 select => 'emailaddress',
3198 addl_from => ' JOIN contact USING (contactnum) '.
3199 ' JOIN contact_email USING (contactnum)',
3200 hashref => { 'custnum' => $self->custnum, },
3201 extra_sql => q( AND cust_contact.invoice_dest = 'Y'),
3205 =item invoicing_list_emailonly_scalar
3207 Returns the list of email invoice recipients (invoicing_list without non-email
3208 destinations such as POST and FAX) as a comma-separated scalar.
3212 sub invoicing_list_emailonly_scalar {
3214 warn "$me invoicing_list_emailonly_scalar called"
3216 join(', ', $self->invoicing_list_emailonly);
3219 =item contact_list [ CLASSNUM, ... ]
3221 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3222 a list of contact classnums is given, returns only contacts in those
3223 classes. If the pseudo-classnum 'invoice' is given, returns contacts that
3224 are marked as invoice destinations. If '0' is given, also returns contacts
3227 If no arguments are given, returns all contacts for the customer.
3235 select => 'contact.*, cust_contact.invoice_dest',
3236 addl_from => ' JOIN cust_contact USING (contactnum)',
3237 extra_sql => ' WHERE cust_contact.custnum = '.$self->custnum,
3243 if ( $_ eq 'invoice' ) {
3244 push @orwhere, 'cust_contact.invoice_dest = \'Y\'';
3245 } elsif ( $_ eq '0' ) {
3246 push @orwhere, 'cust_contact.classnum is null';
3247 } elsif ( /^\d+$/ ) {
3248 push @classnums, $_;
3250 die "bad classnum argument '$_'";
3255 push @orwhere, 'cust_contact.classnum IN ('.join(',', @classnums).')';
3258 $search->{extra_sql} .= ' AND (' .
3259 join(' OR ', map "( $_ )", @orwhere) .
3266 =item contact_list_email [ CLASSNUM, ... ]
3268 Same as L</contact_list>, but returns email destinations instead of contact
3273 sub contact_list_email {
3275 my @contacts = $self->contact_list(@_);
3277 foreach my $contact (@contacts) {
3278 foreach my $contact_email ($contact->contact_email) {
3280 $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
3286 =item referral_custnum_cust_main
3288 Returns the customer who referred this customer (or the empty string, if
3289 this customer was not referred).
3291 Note the difference with referral_cust_main method: This method,
3292 referral_custnum_cust_main returns the single customer (if any) who referred
3293 this customer, while referral_cust_main returns an array of customers referred
3298 sub referral_custnum_cust_main {
3300 return '' unless $self->referral_custnum;
3301 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3304 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3306 Returns an array of customers referred by this customer (referral_custnum set
3307 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3308 customers referred by customers referred by this customer and so on, inclusive.
3309 The default behavior is DEPTH 1 (no recursion).
3311 Note the difference with referral_custnum_cust_main method: This method,
3312 referral_cust_main, returns an array of customers referred BY this customer,
3313 while referral_custnum_cust_main returns the single customer (if any) who
3314 referred this customer.
3318 sub referral_cust_main {
3320 my $depth = @_ ? shift : 1;
3321 my $exclude = @_ ? shift : {};
3324 map { $exclude->{$_->custnum}++; $_; }
3325 grep { ! $exclude->{ $_->custnum } }
3326 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3330 map { $_->referral_cust_main($depth-1, $exclude) }
3337 =item referral_cust_main_ncancelled
3339 Same as referral_cust_main, except only returns customers with uncancelled
3344 sub referral_cust_main_ncancelled {
3346 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3349 =item referral_cust_pkg [ DEPTH ]
3351 Like referral_cust_main, except returns a flat list of all unsuspended (and
3352 uncancelled) packages for each customer. The number of items in this list may
3353 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3357 sub referral_cust_pkg {
3359 my $depth = @_ ? shift : 1;
3361 map { $_->unsuspended_pkgs }
3362 grep { $_->unsuspended_pkgs }
3363 $self->referral_cust_main($depth);
3366 =item referring_cust_main
3368 Returns the single cust_main record for the customer who referred this customer
3369 (referral_custnum), or false.
3373 sub referring_cust_main {
3375 return '' unless $self->referral_custnum;
3376 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3379 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3381 Applies a credit to this customer. If there is an error, returns the error,
3382 otherwise returns false.
3384 REASON can be a text string, an FS::reason object, or a scalar reference to
3385 a reasonnum. If a text string, it will be automatically inserted as a new
3386 reason, and a 'reason_type' option must be passed to indicate the
3387 FS::reason_type for the new reason.
3389 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3390 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3391 I<commission_pkgnum>.
3393 Any other options are passed to FS::cust_credit::insert.
3398 my( $self, $amount, $reason, %options ) = @_;
3400 my $cust_credit = new FS::cust_credit {
3401 'custnum' => $self->custnum,
3402 'amount' => $amount,
3405 if ( ref($reason) ) {
3407 if ( ref($reason) eq 'SCALAR' ) {
3408 $cust_credit->reasonnum( $$reason );
3410 $cust_credit->reasonnum( $reason->reasonnum );
3414 $cust_credit->set('reason', $reason)
3417 $cust_credit->$_( delete $options{$_} )
3418 foreach grep exists($options{$_}),
3419 qw( addlinfo eventnum ),
3420 map "commission_$_", qw( agentnum salesnum pkgnum );
3422 $cust_credit->insert(%options);
3426 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3428 Creates a one-time charge for this customer. If there is an error, returns
3429 the error, otherwise returns false.
3431 New-style, with a hashref of options:
3433 my $error = $cust_main->charge(
3437 'start_date' => str2time('7/4/2009'),
3438 'pkg' => 'Description',
3439 'comment' => 'Comment',
3440 'additional' => [], #extra invoice detail
3441 'classnum' => 1, #pkg_class
3443 'setuptax' => '', # or 'Y' for tax exempt
3445 'locationnum'=> 1234, # optional
3448 'taxclass' => 'Tax class',
3451 'taxproduct' => 2, #part_pkg_taxproduct
3452 'override' => {}, #XXX describe
3454 #will be filled in with the new object
3455 'cust_pkg_ref' => \$cust_pkg,
3457 #generate an invoice immediately
3459 'invoice_terms' => '', #with these terms
3465 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3469 #super false laziness w/quotation::charge
3472 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3473 my ( $pkg, $comment, $additional );
3474 my ( $setuptax, $taxclass ); #internal taxes
3475 my ( $taxproduct, $override ); #vendor (CCH) taxes
3477 my $separate_bill = '';
3478 my $cust_pkg_ref = '';
3479 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3481 if ( ref( $_[0] ) ) {
3482 $amount = $_[0]->{amount};
3483 $setup_cost = $_[0]->{setup_cost};
3484 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3485 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3486 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3487 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3488 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3489 : '$'. sprintf("%.2f",$amount);
3490 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3491 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3492 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3493 $additional = $_[0]->{additional} || [];
3494 $taxproduct = $_[0]->{taxproductnum};
3495 $override = { '' => $_[0]->{tax_override} };
3496 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3497 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3498 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3499 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3500 $separate_bill = $_[0]->{separate_bill} || '';
3506 $pkg = @_ ? shift : 'One-time charge';
3507 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3509 $taxclass = @_ ? shift : '';
3513 local $SIG{HUP} = 'IGNORE';
3514 local $SIG{INT} = 'IGNORE';
3515 local $SIG{QUIT} = 'IGNORE';
3516 local $SIG{TERM} = 'IGNORE';
3517 local $SIG{TSTP} = 'IGNORE';
3518 local $SIG{PIPE} = 'IGNORE';
3520 my $oldAutoCommit = $FS::UID::AutoCommit;
3521 local $FS::UID::AutoCommit = 0;
3524 my $part_pkg = new FS::part_pkg ( {
3526 'comment' => $comment,
3530 'classnum' => ( $classnum ? $classnum : '' ),
3531 'setuptax' => $setuptax,
3532 'taxclass' => $taxclass,
3533 'taxproductnum' => $taxproduct,
3534 'setup_cost' => $setup_cost,
3537 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3538 ( 0 .. @$additional - 1 )
3540 'additional_count' => scalar(@$additional),
3541 'setup_fee' => $amount,
3544 my $error = $part_pkg->insert( options => \%options,
3545 tax_overrides => $override,
3548 $dbh->rollback if $oldAutoCommit;
3552 my $pkgpart = $part_pkg->pkgpart;
3553 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3554 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3555 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3556 $error = $type_pkgs->insert;
3558 $dbh->rollback if $oldAutoCommit;
3563 my $cust_pkg = new FS::cust_pkg ( {
3564 'custnum' => $self->custnum,
3565 'pkgpart' => $pkgpart,
3566 'quantity' => $quantity,
3567 'start_date' => $start_date,
3568 'no_auto' => $no_auto,
3569 'separate_bill' => $separate_bill,
3570 'locationnum'=> $locationnum,
3573 $error = $cust_pkg->insert;
3575 $dbh->rollback if $oldAutoCommit;
3577 } elsif ( $cust_pkg_ref ) {
3578 ${$cust_pkg_ref} = $cust_pkg;
3582 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3583 'pkg_list' => [ $cust_pkg ],
3586 $dbh->rollback if $oldAutoCommit;
3591 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3596 #=item charge_postal_fee
3598 #Applies a one time charge this customer. If there is an error,
3599 #returns the error, returns the cust_pkg charge object or false
3600 #if there was no charge.
3604 # This should be a customer event. For that to work requires that bill
3605 # also be a customer event.
3607 sub charge_postal_fee {
3610 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3611 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3613 my $cust_pkg = new FS::cust_pkg ( {
3614 'custnum' => $self->custnum,
3615 'pkgpart' => $pkgpart,
3619 my $error = $cust_pkg->insert;
3620 $error ? $error : $cust_pkg;
3623 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3625 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3627 Optionally, a list or hashref of additional arguments to the qsearch call can
3634 my $opt = ref($_[0]) ? shift : { @_ };
3636 #return $self->num_cust_bill unless wantarray || keys %$opt;
3638 $opt->{'table'} = 'cust_bill';
3639 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3640 $opt->{'hashref'}{'custnum'} = $self->custnum;
3641 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3643 map { $_ } #behavior of sort undefined in scalar context
3644 sort { $a->_date <=> $b->_date }
3648 =item open_cust_bill
3650 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3655 sub open_cust_bill {
3659 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3665 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3667 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3671 sub legacy_cust_bill {
3674 #return $self->num_legacy_cust_bill unless wantarray;
3676 map { $_ } #behavior of sort undefined in scalar context
3677 sort { $a->_date <=> $b->_date }
3678 qsearch({ 'table' => 'legacy_cust_bill',
3679 'hashref' => { 'custnum' => $self->custnum, },
3680 'order_by' => 'ORDER BY _date ASC',
3684 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3686 Returns all the statements (see L<FS::cust_statement>) for this customer.
3688 Optionally, a list or hashref of additional arguments to the qsearch call can
3693 =item cust_bill_void
3695 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3699 sub cust_bill_void {
3702 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3703 sort { $a->_date <=> $b->_date }
3704 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3707 sub cust_statement {
3709 my $opt = ref($_[0]) ? shift : { @_ };
3711 #return $self->num_cust_statement unless wantarray || keys %$opt;
3713 $opt->{'table'} = 'cust_statement';
3714 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3715 $opt->{'hashref'}{'custnum'} = $self->custnum;
3716 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3718 map { $_ } #behavior of sort undefined in scalar context
3719 sort { $a->_date <=> $b->_date }
3723 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3725 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3727 Optionally, a list or hashref of additional arguments to the qsearch call can
3728 be passed following the SVCDB.
3735 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3736 warn "$me svc_x requires a svcdb";
3739 my $opt = ref($_[0]) ? shift : { @_ };
3741 $opt->{'table'} = $svcdb;
3742 $opt->{'addl_from'} =
3743 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3744 ($opt->{'addl_from'} || '');
3746 my $custnum = $self->custnum;
3747 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3748 my $where = "cust_pkg.custnum = $custnum";
3750 my $extra_sql = $opt->{'extra_sql'} || '';
3751 if ( keys %{ $opt->{'hashref'} } ) {
3752 $extra_sql = " AND $where $extra_sql";
3755 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3756 $extra_sql = "WHERE $where AND $1";
3759 $extra_sql = "WHERE $where $extra_sql";
3762 $opt->{'extra_sql'} = $extra_sql;
3767 # required for use as an eventtable;
3770 $self->svc_x('svc_acct', @_);
3775 Returns all the credits (see L<FS::cust_credit>) for this customer.
3782 #return $self->num_cust_credit unless wantarray;
3784 map { $_ } #behavior of sort undefined in scalar context
3785 sort { $a->_date <=> $b->_date }
3786 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3789 =item cust_credit_pkgnum
3791 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3792 package when using experimental package balances.
3796 sub cust_credit_pkgnum {
3797 my( $self, $pkgnum ) = @_;
3798 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3799 sort { $a->_date <=> $b->_date }
3800 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3801 'pkgnum' => $pkgnum,
3806 =item cust_credit_void
3808 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3812 sub cust_credit_void {
3815 sort { $a->_date <=> $b->_date }
3816 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3821 Returns all the payments (see L<FS::cust_pay>) for this customer.
3827 my $opt = ref($_[0]) ? shift : { @_ };
3829 return $self->num_cust_pay unless wantarray || keys %$opt;
3831 $opt->{'table'} = 'cust_pay';
3832 $opt->{'hashref'}{'custnum'} = $self->custnum;
3834 map { $_ } #behavior of sort undefined in scalar context
3835 sort { $a->_date <=> $b->_date }
3842 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3843 called automatically when the cust_pay method is used in a scalar context.
3849 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3850 my $sth = dbh->prepare($sql) or die dbh->errstr;
3851 $sth->execute($self->custnum) or die $sth->errstr;
3852 $sth->fetchrow_arrayref->[0];
3855 =item unapplied_cust_pay
3857 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3861 sub unapplied_cust_pay {
3865 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3871 =item cust_pay_pkgnum
3873 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3874 package when using experimental package balances.
3878 sub cust_pay_pkgnum {
3879 my( $self, $pkgnum ) = @_;
3880 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3881 sort { $a->_date <=> $b->_date }
3882 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3883 'pkgnum' => $pkgnum,
3890 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3896 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3897 sort { $a->_date <=> $b->_date }
3898 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3901 =item cust_pay_pending
3903 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3904 (without status "done").
3908 sub cust_pay_pending {
3910 return $self->num_cust_pay_pending unless wantarray;
3911 sort { $a->_date <=> $b->_date }
3912 qsearch( 'cust_pay_pending', {
3913 'custnum' => $self->custnum,
3914 'status' => { op=>'!=', value=>'done' },
3919 =item cust_pay_pending_attempt
3921 Returns all payment attempts / declined payments for this customer, as pending
3922 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3923 a corresponding payment (see L<FS::cust_pay>).
3927 sub cust_pay_pending_attempt {
3929 return $self->num_cust_pay_pending_attempt unless wantarray;
3930 sort { $a->_date <=> $b->_date }
3931 qsearch( 'cust_pay_pending', {
3932 'custnum' => $self->custnum,
3939 =item num_cust_pay_pending
3941 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3942 customer (without status "done"). Also called automatically when the
3943 cust_pay_pending method is used in a scalar context.
3947 sub num_cust_pay_pending {
3950 " SELECT COUNT(*) FROM cust_pay_pending ".
3951 " WHERE custnum = ? AND status != 'done' ",
3956 =item num_cust_pay_pending_attempt
3958 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3959 customer, with status "done" but without a corresp. Also called automatically when the
3960 cust_pay_pending method is used in a scalar context.
3964 sub num_cust_pay_pending_attempt {
3967 " SELECT COUNT(*) FROM cust_pay_pending ".
3968 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3975 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3981 map { $_ } #return $self->num_cust_refund unless wantarray;
3982 sort { $a->_date <=> $b->_date }
3983 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3986 =item display_custnum
3988 Returns the displayed customer number for this customer: agent_custid if
3989 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3993 sub display_custnum {
3996 return $self->agent_custid
3997 if $default_agent_custid && $self->agent_custid;
3999 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4003 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4004 } elsif ( $custnum_display_length ) {
4005 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4007 return $self->custnum;
4013 Returns a name string for this customer, either "Company (Last, First)" or
4020 my $name = $self->contact;
4021 $name = $self->company. " ($name)" if $self->company;
4025 =item service_contact
4027 Returns the L<FS::contact> object for this customer that has the 'Service'
4028 contact class, or undef if there is no such contact. Deprecated; don't use
4033 sub service_contact {
4035 if ( !exists($self->{service_contact}) ) {
4036 my $classnum = $self->scalar_sql(
4037 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4038 ) || 0; #if it's zero, qsearchs will return nothing
4039 my $cust_contact = qsearchs('cust_contact', {
4040 'classnum' => $classnum,
4041 'custnum' => $self->custnum,
4043 $self->{service_contact} = $cust_contact->contact if $cust_contact;
4045 $self->{service_contact};
4050 Returns a name string for this (service/shipping) contact, either
4051 "Company (Last, First)" or "Last, First".
4058 my $name = $self->ship_contact;
4059 $name = $self->company. " ($name)" if $self->company;
4065 Returns a name string for this customer, either "Company" or "First Last".
4071 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4074 =item ship_name_short
4076 Returns a name string for this (service/shipping) contact, either "Company"
4081 sub ship_name_short {
4083 $self->service_contact
4084 ? $self->ship_contact_firstlast
4090 Returns this customer's full (billing) contact name only, "Last, First"
4096 $self->get('last'). ', '. $self->first;
4101 Returns this customer's full (shipping) contact name only, "Last, First"
4107 my $contact = $self->service_contact || $self;
4108 $contact->get('last') . ', ' . $contact->get('first');
4111 =item contact_firstlast
4113 Returns this customers full (billing) contact name only, "First Last".
4117 sub contact_firstlast {
4119 $self->first. ' '. $self->get('last');
4122 =item ship_contact_firstlast
4124 Returns this customer's full (shipping) contact name only, "First Last".
4128 sub ship_contact_firstlast {
4130 my $contact = $self->service_contact || $self;
4131 $contact->get('first') . ' '. $contact->get('last');
4134 sub bill_country_full {
4136 $self->bill_location->country_full;
4139 sub ship_country_full {
4141 $self->ship_location->country_full;
4144 =item county_state_county [ PREFIX ]
4146 Returns a string consisting of just the county, state and country.
4150 sub county_state_country {
4153 if ( @_ && $_[0] && $self->has_ship_address ) {
4154 $locationnum = $self->ship_locationnum;
4156 $locationnum = $self->bill_locationnum;
4158 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4159 $cust_location->county_state_country;
4162 =item geocode DATA_VENDOR
4164 Returns a value for the customer location as encoded by DATA_VENDOR.
4165 Currently this only makes sense for "CCH" as DATA_VENDOR.
4173 Returns a status string for this customer, currently:
4179 No packages have ever been ordered. Displayed as "No packages".
4183 Recurring packages all are new (not yet billed).
4187 One or more recurring packages is active.
4191 No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled).
4195 All non-cancelled recurring packages are suspended.
4199 All recurring packages are cancelled.
4203 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4204 cust_main-status_module configuration option.
4208 sub status { shift->cust_status(@_); }
4212 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4213 for my $status ( FS::cust_main->statuses() ) {
4214 my $method = $status.'_sql';
4215 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4216 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4217 $sth->execute( ($self->custnum) x $numnum )
4218 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4219 if ( $sth->fetchrow_arrayref->[0] ) {
4220 $self->hashref->{cust_status} = $status;
4226 =item is_status_delay_cancel
4228 Returns true if customer status is 'suspended'
4229 and all suspended cust_pkg return true for
4230 cust_pkg->is_status_delay_cancel.
4232 This is not a real status, this only meant for hacking display
4233 values, because otherwise treating the customer as suspended is
4234 really the whole point of the delay_cancel option.
4238 sub is_status_delay_cancel {
4240 return 0 unless $self->status eq 'suspended';
4241 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4242 return 0 unless $cust_pkg->is_status_delay_cancel;
4247 =item ucfirst_cust_status
4249 =item ucfirst_status
4251 Deprecated, use the cust_status_label method instead.
4253 Returns the status with the first character capitalized.
4257 sub ucfirst_status {
4258 carp "ucfirst_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4259 local($ucfirst_nowarn) = 1;
4260 shift->ucfirst_cust_status(@_);
4263 sub ucfirst_cust_status {
4264 carp "ucfirst_cust_status deprecated, use cust_status_label" unless $ucfirst_nowarn;
4266 ucfirst($self->cust_status);
4269 =item cust_status_label
4273 Returns the display label for this status.
4277 sub status_label { shift->cust_status_label(@_); }
4279 sub cust_status_label {
4281 __PACKAGE__->statuslabels->{$self->cust_status};
4286 Returns a hex triplet color string for this customer's status.
4290 sub statuscolor { shift->cust_statuscolor(@_); }
4292 sub cust_statuscolor {
4294 __PACKAGE__->statuscolors->{$self->cust_status};
4297 =item tickets [ STATUS ]
4299 Returns an array of hashes representing the customer's RT tickets.
4301 An optional status (or arrayref or hashref of statuses) may be specified.
4307 my $status = ( @_ && $_[0] ) ? shift : '';
4309 my $num = $conf->config('cust_main-max_tickets') || 10;
4312 if ( $conf->config('ticket_system') ) {
4313 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4315 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4324 foreach my $priority (
4325 $conf->config('ticket_system-custom_priority_field-values'), ''
4327 last if scalar(@tickets) >= $num;
4329 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4330 $num - scalar(@tickets),
4341 =item appointments [ STATUS ]
4343 Returns an array of hashes representing the customer's RT tickets which
4350 my $status = ( @_ && $_[0] ) ? shift : '';
4352 return () unless $conf->config('ticket_system');
4354 my $queueid = $conf->config('ticket_system-appointment-queueid');
4356 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4365 # Return services representing svc_accts in customer support packages
4366 sub support_services {
4368 my %packages = map { $_ => 1 } $conf->config('support_packages');
4370 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4371 grep { $_->part_svc->svcdb eq 'svc_acct' }
4372 map { $_->cust_svc }
4373 grep { exists $packages{ $_->pkgpart } }
4374 $self->ncancelled_pkgs;
4378 # Return a list of latitude/longitude for one of the services (if any)
4379 sub service_coordinates {
4383 grep { $_->latitude && $_->longitude }
4385 map { $_->cust_svc }
4386 $self->ncancelled_pkgs;
4388 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4393 Returns a masked version of the named field
4398 my ($self,$field) = @_;
4402 'x'x(length($self->getfield($field))-4).
4403 substr($self->getfield($field), (length($self->getfield($field))-4));
4407 =item payment_history
4409 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4410 cust_credit and cust_refund objects. Each hashref has the following fields:
4412 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4414 I<date> - value of _date field, unix timestamp
4416 I<date_pretty> - user-friendly date
4418 I<description> - user-friendly description of item
4420 I<amount> - impact of item on user's balance
4421 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4422 Not to be confused with the native 'amount' field in cust_credit, see below.
4424 I<amount_pretty> - includes money char
4426 I<balance> - customer balance, chronologically as of this item
4428 I<balance_pretty> - includes money char
4430 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4432 I<paid> - amount paid for cust_pay records, undef for other types
4434 I<credit> - amount credited for cust_credit records, undef for other types.
4435 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4437 I<refund> - amount refunded for cust_refund records, undef for other types
4439 The four table-specific keys always have positive values, whether they reflect charges or payments.
4441 The following options may be passed to this method:
4443 I<line_items> - if true, returns charges ('Line item') rather than invoices
4445 I<start_date> - unix timestamp, only include records on or after.
4446 If specified, an item of type 'Previous' will also be included.
4447 It does not have table-specific fields.
4449 I<end_date> - unix timestamp, only include records before
4451 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4453 I<conf> - optional already-loaded FS::Conf object.
4457 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4458 # and also for sending customer statements, which should both be kept customer-friendly.
4459 # If you add anything that shouldn't be passed on through the API or exposed
4460 # to customers, add a new option to include it, don't include it by default
4461 sub payment_history {
4463 my $opt = ref($_[0]) ? $_[0] : { @_ };
4465 my $conf = $$opt{'conf'} || new FS::Conf;
4466 my $money_char = $conf->config("money_char") || '$',
4468 #first load entire history,
4469 #need previous to calculate previous balance
4470 #loading after end_date shouldn't hurt too much?
4472 if ( $$opt{'line_items'} ) {
4474 foreach my $cust_bill ( $self->cust_bill ) {
4477 'type' => 'Line item',
4478 'description' => $_->desc( $self->locale ).
4479 ( $_->sdate && $_->edate
4480 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4481 ' To '. time2str('%d-%b-%Y', $_->edate)
4484 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4485 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4486 'date' => $cust_bill->_date,
4487 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4489 foreach $cust_bill->cust_bill_pkg;
4496 'type' => 'Invoice',
4497 'description' => 'Invoice #'. $_->display_invnum,
4498 'amount' => sprintf('%.2f', $_->charged ),
4499 'charged' => sprintf('%.2f', $_->charged ),
4500 'date' => $_->_date,
4501 'date_pretty' => $self->time2str_local('short', $_->_date ),
4503 foreach $self->cust_bill;
4508 'type' => 'Payment',
4509 'description' => 'Payment', #XXX type
4510 'amount' => sprintf('%.2f', 0 - $_->paid ),
4511 'paid' => sprintf('%.2f', $_->paid ),
4512 'date' => $_->_date,
4513 'date_pretty' => $self->time2str_local('short', $_->_date ),
4515 foreach $self->cust_pay;
4519 'description' => 'Credit', #more info?
4520 'amount' => sprintf('%.2f', 0 -$_->amount ),
4521 'credit' => sprintf('%.2f', $_->amount ),
4522 'date' => $_->_date,
4523 'date_pretty' => $self->time2str_local('short', $_->_date ),
4525 foreach $self->cust_credit;
4529 'description' => 'Refund', #more info? type, like payment?
4530 'amount' => $_->refund,
4531 'refund' => $_->refund,
4532 'date' => $_->_date,
4533 'date_pretty' => $self->time2str_local('short', $_->_date ),
4535 foreach $self->cust_refund;
4537 #put it all in chronological order
4538 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4540 #calculate balance, filter items outside date range
4544 foreach my $item (@history) {
4545 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4546 $balance += $$item{'amount'};
4547 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4548 $previous += $$item{'amount'};
4551 $$item{'balance'} = sprintf("%.2f",$balance);
4552 foreach my $key ( qw(amount balance) ) {
4553 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4558 # start with previous balance, if there was one
4561 'type' => 'Previous',
4562 'description' => 'Previous balance',
4563 'amount' => sprintf("%.2f",$previous),
4564 'balance' => sprintf("%.2f",$previous),
4565 'date' => $$opt{'start_date'},
4566 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4568 #false laziness with above
4569 foreach my $key ( qw(amount balance) ) {
4570 $$item{$key.'_pretty'} = $$item{$key};
4571 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4573 unshift(@out,$item);
4576 @out = reverse @history if $$opt{'reverse_sort'};
4581 =item save_cust_payby
4583 Saves a new cust_payby for this customer, replacing an existing entry only
4584 in select circumstances. Does not validate input.
4586 If auto is specified, marks this as the customer's primary method, or the
4587 specified weight. Existing payment methods have their weight incremented as
4590 If bill_location is specified with auto, also sets location in cust_main.
4592 Will not insert complete duplicates of existing records, or records in which the
4593 only difference from an existing record is to turn off automatic payment (will
4594 return without error.) Will replace existing records in which the only difference
4595 is to add a value to a previously empty preserved field and/or turn on automatic payment.
4596 Fields marked as preserved are optional, and existing values will not be overwritten with
4597 blanks when replacing.
4599 Accepts the following named parameters:
4609 save as an automatic payment type (CARD/CHEK if true, DCRD/DCHK if false)
4613 optional, set higher than 1 for secondary, etc.
4621 optional, but should be specified for anything that might be tokenized, will be preserved when replacing
4629 optional, will be preserved when replacing
4637 CARD only, required, FS::cust_location object
4639 =item paystart_month
4641 CARD only, optional, will be preserved when replacing
4645 CARD only, optional, will be preserved when replacing
4649 CARD only, optional, will be preserved when replacing
4653 CARD only, only used if conf cvv-save is set appropriately
4667 #The code for this option is in place, but it's not currently used
4671 # existing cust_payby object to be replaced (must match custnum)
4673 # stateid/stateid_state/ss are not currently supported in cust_payby,
4674 # might not even work properly in 4.x, but will need to work here if ever added
4676 sub save_cust_payby {
4680 my $old = $opt{'replace'};
4681 my $new = new FS::cust_payby { $old ? $old->hash : () };
4682 return "Customer number does not match" if $new->custnum and $new->custnum != $self->custnum;
4683 $new->set( 'custnum' => $self->custnum );
4685 my $payby = $opt{'payment_payby'};
4686 return "Bad payby" unless grep(/^$payby$/,('CARD','CHEK'));
4688 # don't allow turning off auto when replacing
4689 $opt{'auto'} ||= 1 if $old and $old->payby !~ /^D/;
4691 my @check_existing; # payby relevant to this payment_payby
4693 # set payby based on auto
4694 if ( $payby eq 'CARD' ) {
4695 $new->set( 'payby' => ( $opt{'auto'} ? 'CARD' : 'DCRD' ) );
4696 @check_existing = qw( CARD DCRD );
4697 } elsif ( $payby eq 'CHEK' ) {
4698 $new->set( 'payby' => ( $opt{'auto'} ? 'CHEK' : 'DCHK' ) );
4699 @check_existing = qw( CHEK DCHK );
4702 $new->set( 'weight' => $opt{'auto'} ? $opt{'weight'} : '' );
4705 $new->payinfo($opt{'payinfo'}); # sets default paymask, but not if it's already tokenized
4706 $new->paymask($opt{'paymask'}) if $opt{'paymask'}; # in case it's been tokenized, override with loaded paymask
4707 $new->set( 'payname' => $opt{'payname'} );
4708 $new->set( 'payip' => $opt{'payip'} ); # will be preserved below
4710 my $conf = new FS::Conf;
4712 # compare to FS::cust_main::realtime_bop - check both to make sure working correctly
4713 if ( $payby eq 'CARD' &&
4714 ( (grep { $_ eq cardtype($opt{'payinfo'}) } $conf->config('cvv-save'))
4715 || $conf->exists('business-onlinepayment-verification')
4718 $new->set( 'paycvv' => $opt{'paycvv'} );
4720 $new->set( 'paycvv' => '');
4723 local $SIG{HUP} = 'IGNORE';
4724 local $SIG{INT} = 'IGNORE';
4725 local $SIG{QUIT} = 'IGNORE';
4726 local $SIG{TERM} = 'IGNORE';
4727 local $SIG{TSTP} = 'IGNORE';
4728 local $SIG{PIPE} = 'IGNORE';
4730 my $oldAutoCommit = $FS::UID::AutoCommit;
4731 local $FS::UID::AutoCommit = 0;
4734 # set fields specific to payment_payby
4735 if ( $payby eq 'CARD' ) {
4736 if ($opt{'bill_location'}) {
4737 $opt{'bill_location'}->set('custnum' => $self->custnum);
4738 my $error = $opt{'bill_location'}->find_or_insert;
4740 $dbh->rollback if $oldAutoCommit;
4743 $new->set( 'locationnum' => $opt{'bill_location'}->locationnum );
4745 foreach my $field ( qw( paydate paystart_month paystart_year payissue ) ) {
4746 $new->set( $field => $opt{$field} );
4749 foreach my $field ( qw(paytype paystate) ) {
4750 $new->set( $field => $opt{$field} );
4754 # other cust_payby to compare this to
4755 my @existing = $self->cust_payby(@check_existing);
4757 # fields that can overwrite blanks with values, but not values with blanks
4758 my @preserve = qw( paymask locationnum paystart_month paystart_year payissue payip );
4760 my $skip_cust_payby = 0; # true if we don't need to save or reweight cust_payby
4762 # generally, we don't want to overwrite existing cust_payby with this,
4763 # but we can replace if we're only marking it auto or adding a preserved field
4764 # and we can avoid saving a total duplicate or merely turning off auto
4766 foreach my $cust_payby (@existing) {
4767 # check fields that absolutely should not change
4768 foreach my $field ($new->fields) {
4769 next if grep(/^$field$/, qw( custpaybynum payby weight ) );
4770 next if grep(/^$field$/, @preserve );
4771 next PAYBYLOOP unless $new->get($field) eq $cust_payby->get($field);
4773 # now check fields that can replace if one value is blank
4775 foreach my $field (@preserve) {
4777 ( $new->get($field) and !$cust_payby->get($field) ) or
4778 ( $cust_payby->get($field) and !$new->get($field) )
4780 # prevention of overwriting values with blanks happens farther below
4782 } elsif ( $new->get($field) ne $cust_payby->get($field) ) {
4786 unless ( $replace ) {
4787 # nearly identical, now check weight
4788 if ($new->get('weight') eq $cust_payby->get('weight') or !$new->get('weight')) {
4789 # ignore identical cust_payby, and ignore attempts to turn off auto
4790 # no need to save or re-weight cust_payby (but still need to update/commit $self)
4791 $skip_cust_payby = 1;
4794 # otherwise, only change is to mark this as primary
4796 # if we got this far, we're definitely replacing
4803 $new->set( 'custpaybynum' => $old->custpaybynum );
4804 # don't turn off automatic payment (but allow it to be turned on)
4805 if ($new->payby =~ /^D/ and $new->payby ne $old->payby) {
4807 $new->set( 'payby' => $old->payby );
4808 $new->set( 'weight' => 1 );
4810 # make sure we're not overwriting values with blanks
4811 foreach my $field (@preserve) {
4812 if ( $old->get($field) and !$new->get($field) ) {
4813 $new->set( $field => $old->get($field) );
4818 # only overwrite cust_main bill_location if auto
4819 if ($opt{'auto'} && $opt{'bill_location'}) {
4820 $self->set('bill_location' => $opt{'bill_location'});
4821 my $error = $self->replace;
4823 $dbh->rollback if $oldAutoCommit;
4828 # done with everything except reweighting and saving cust_payby
4829 # still need to commit changes to cust_main and cust_location
4830 if ($skip_cust_payby) {
4831 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4835 # re-weight existing primary cust_pay for this payby
4837 foreach my $cust_payby (@existing) {
4838 # relies on cust_payby return order
4839 last unless $cust_payby->payby !~ /^D/;
4840 last if $cust_payby->weight > 1;
4841 next if $new->custpaybynum eq $cust_payby->custpaybynum;
4842 next if $cust_payby->weight < ($opt{'weight'} || 1);
4843 $cust_payby->weight( $cust_payby->weight + 1 );
4844 my $error = $cust_payby->replace;
4846 $dbh->rollback if $oldAutoCommit;
4847 return "Error reweighting cust_payby: $error";
4852 # finally, save cust_payby
4853 my $error = $old ? $new->replace($old) : $new->insert;
4855 $dbh->rollback if $oldAutoCommit;
4859 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4864 =item remove_cvv_from_cust_payby PAYINFO
4866 Removes paycvv from associated cust_payby with matching PAYINFO.
4870 sub remove_cvv_from_cust_payby {
4871 my ($self,$payinfo) = @_;
4873 my $oldAutoCommit = $FS::UID::AutoCommit;
4874 local $FS::UID::AutoCommit = 0;
4877 foreach my $cust_payby ( qsearch('cust_payby',{ custnum => $self->custnum }) ) {
4878 next unless $cust_payby->payinfo eq $payinfo; # can't qsearch on payinfo
4879 $cust_payby->paycvv('');
4880 my $error = $cust_payby->replace;
4882 $dbh->rollback if $oldAutoCommit;
4887 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4893 =head1 CLASS METHODS
4899 Class method that returns the list of possible status strings for customers
4900 (see L<the status method|/status>). For example:
4902 @statuses = FS::cust_main->statuses();
4908 keys %{ $self->statuscolors };
4911 =item cust_status_sql
4913 Returns an SQL fragment to determine the status of a cust_main record, as a
4918 sub cust_status_sql {
4920 for my $status ( FS::cust_main->statuses() ) {
4921 my $method = $status.'_sql';
4922 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4931 Returns an SQL expression identifying prospective cust_main records (customers
4932 with no packages ever ordered)
4936 use vars qw($select_count_pkgs);
4937 $select_count_pkgs =
4938 "SELECT COUNT(*) FROM cust_pkg
4939 WHERE cust_pkg.custnum = cust_main.custnum";
4941 sub select_count_pkgs_sql {
4946 " 0 = ( $select_count_pkgs ) ";
4951 Returns an SQL expression identifying ordered cust_main records (customers with
4952 no active packages, but recurring packages not yet setup or one time charges
4958 FS::cust_main->none_active_sql.
4959 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4964 Returns an SQL expression identifying active cust_main records (customers with
4965 active recurring packages).
4970 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4973 =item none_active_sql
4975 Returns an SQL expression identifying cust_main records with no active
4976 recurring packages. This includes customers of status prospect, ordered,
4977 inactive, and suspended.
4981 sub none_active_sql {
4982 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4987 Returns an SQL expression identifying inactive cust_main records (customers with
4988 no active recurring packages, but otherwise unsuspended/uncancelled).
4993 FS::cust_main->none_active_sql.
4994 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
5000 Returns an SQL expression identifying suspended cust_main records.
5005 sub suspended_sql { susp_sql(@_); }
5007 FS::cust_main->none_active_sql.
5008 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
5014 Returns an SQL expression identifying cancelled cust_main records.
5018 sub cancel_sql { shift->cancelled_sql(@_); }
5021 =item uncancelled_sql
5023 Returns an SQL expression identifying un-cancelled cust_main records.
5027 sub uncancelled_sql { uncancel_sql(@_); }
5030 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
5035 Returns an SQL fragment to retreive the balance.
5040 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
5041 WHERE cust_bill.custnum = cust_main.custnum )
5042 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5043 WHERE cust_pay.custnum = cust_main.custnum )
5044 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5045 WHERE cust_credit.custnum = cust_main.custnum )
5046 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5047 WHERE cust_refund.custnum = cust_main.custnum )
5050 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5052 Returns an SQL fragment to retreive the balance for this customer, optionally
5053 considering invoices with date earlier than START_TIME, and not
5054 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5055 total_unapplied_payments).
5057 Times are specified as SQL fragments or numeric
5058 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5059 L<Date::Parse> for conversion functions. The empty string can be passed
5060 to disable that time constraint completely.
5062 Available options are:
5066 =item unapplied_date
5068 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)
5073 set to true to remove all customer comparison clauses, for totals
5078 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5083 JOIN clause (typically used with the total option)
5087 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5088 time will be ignored. Note that START_TIME and END_TIME only limit the date
5089 range for invoices and I<unapplied> payments, credits, and refunds.
5095 sub balance_date_sql {
5096 my( $class, $start, $end, %opt ) = @_;
5098 my $cutoff = $opt{'cutoff'};
5100 my $owed = FS::cust_bill->owed_sql($cutoff);
5101 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5102 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5103 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5105 my $j = $opt{'join'} || '';
5107 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5108 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5109 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5110 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5112 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5113 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5114 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5115 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5120 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5122 Returns an SQL fragment to retreive the total unapplied payments for this
5123 customer, only considering payments with date earlier than START_TIME, and
5124 optionally not later than END_TIME.
5126 Times are specified as SQL fragments or numeric
5127 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5128 L<Date::Parse> for conversion functions. The empty string can be passed
5129 to disable that time constraint completely.
5131 Available options are:
5135 sub unapplied_payments_date_sql {
5136 my( $class, $start, $end, %opt ) = @_;
5138 my $cutoff = $opt{'cutoff'};
5140 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5142 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5143 'unapplied_date'=>1 );
5145 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5148 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5150 Helper method for balance_date_sql; name (and usage) subject to change
5151 (suggestions welcome).
5153 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5154 cust_refund, cust_credit or cust_pay).
5156 If TABLE is "cust_bill" or the unapplied_date option is true, only
5157 considers records with date earlier than START_TIME, and optionally not
5158 later than END_TIME .
5162 sub _money_table_where {
5163 my( $class, $table, $start, $end, %opt ) = @_;
5166 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5167 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5168 push @where, "$table._date <= $start" if defined($start) && length($start);
5169 push @where, "$table._date > $end" if defined($end) && length($end);
5171 push @where, @{$opt{'where'}} if $opt{'where'};
5172 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5178 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5179 use FS::cust_main::Search;
5182 FS::cust_main::Search->search(@_);
5191 #=item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5193 #Deprecated. Use event notification and message templates
5194 #(L<FS::msg_template>) instead.
5196 #Sends a templated email notification to the customer (see L<Text::Template>).
5198 #OPTIONS is a hash and may include
5200 #I<from> - the email sender (default is invoice_from)
5202 #I<to> - comma-separated scalar or arrayref of recipients
5203 # (default is invoicing_list)
5205 #I<subject> - The subject line of the sent email notification
5206 # (default is "Notice from company_name")
5208 #I<extra_fields> - a hashref of name/value pairs which will be substituted
5211 #The following variables are vavailable in the template.
5213 #I<$first> - the customer first name
5214 #I<$last> - the customer last name
5215 #I<$company> - the customer company
5216 #I<$payby> - a description of the method of payment for the customer
5217 # # would be nice to use FS::payby::shortname
5218 #I<$payinfo> - the account information used to collect for this customer
5219 #I<$expdate> - the expiration of the customer payment in seconds from epoch
5224 # my ($self, $template, %options) = @_;
5226 # return unless $conf->exists($template);
5228 # my $from = $conf->invoice_from_full($self->agentnum)
5229 # if $conf->exists('invoice_from', $self->agentnum);
5230 # $from = $options{from} if exists($options{from});
5232 # my $to = join(',', $self->invoicing_list_emailonly);
5233 # $to = $options{to} if exists($options{to});
5235 # my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5236 # if $conf->exists('company_name', $self->agentnum);
5237 # $subject = $options{subject} if exists($options{subject});
5239 # my $notify_template = new Text::Template (TYPE => 'ARRAY',
5240 # SOURCE => [ map "$_\n",
5241 # $conf->config($template)]
5243 # or die "can't create new Text::Template object: Text::Template::ERROR";
5244 # $notify_template->compile()
5245 # or die "can't compile template: Text::Template::ERROR";
5247 # $FS::notify_template::_template::company_name =
5248 # $conf->config('company_name', $self->agentnum);
5249 # $FS::notify_template::_template::company_address =
5250 # join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5252 # my $paydate = $self->paydate || '2037-12-31';
5253 # $FS::notify_template::_template::first = $self->first;
5254 # $FS::notify_template::_template::last = $self->last;
5255 # $FS::notify_template::_template::company = $self->company;
5256 # $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5257 # my $payby = $self->payby;
5258 # my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5259 # my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5261 # #credit cards expire at the end of the month/year of their exp date
5262 # if ($payby eq 'CARD' || $payby eq 'DCRD') {
5263 # $FS::notify_template::_template::payby = 'credit card';
5264 # ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5265 # $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5267 # }elsif ($payby eq 'COMP') {
5268 # $FS::notify_template::_template::payby = 'complimentary account';
5270 # $FS::notify_template::_template::payby = 'current method';
5272 # $FS::notify_template::_template::expdate = $expire_time;
5274 # for (keys %{$options{extra_fields}}){
5276 # ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5279 # send_email(from => $from,
5281 # subject => $subject,
5282 # body => $notify_template->fill_in( PACKAGE =>
5283 # 'FS::notify_template::_template' ),
5288 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5290 Generates a templated notification to the customer (see L<Text::Template>).
5292 OPTIONS is a hash and may include
5294 I<extra_fields> - a hashref of name/value pairs which will be substituted
5295 into the template. These values may override values mentioned below
5296 and those from the customer record.
5298 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5300 The following variables are available in the template instead of or in addition
5301 to the fields of the customer record.
5303 I<$payby> - a description of the method of payment for the customer
5304 # would be nice to use FS::payby::shortname
5305 I<$payinfo> - the masked account information used to collect for this customer
5306 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5307 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5311 # a lot like cust_bill::print_latex
5312 sub generate_letter {
5313 my ($self, $template, %options) = @_;
5315 warn "Template $template does not exist" && return
5316 unless $conf->exists($template) || $options{'template_text'};
5318 my $template_source = $options{'template_text'}
5319 ? [ $options{'template_text'} ]
5320 : [ map "$_\n", $conf->config($template) ];
5322 my $letter_template = new Text::Template
5324 SOURCE => $template_source,
5325 DELIMITERS => [ '[@--', '--@]' ],
5327 or die "can't create new Text::Template object: Text::Template::ERROR";
5329 $letter_template->compile()
5330 or die "can't compile template: Text::Template::ERROR";
5332 my %letter_data = map { $_ => $self->$_ } $self->fields;
5333 $letter_data{payinfo} = $self->mask_payinfo;
5335 #my $paydate = $self->paydate || '2037-12-31';
5336 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5338 my $payby = $self->payby;
5339 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5340 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5342 #credit cards expire at the end of the month/year of their exp date
5343 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5344 $letter_data{payby} = 'credit card';
5345 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5346 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5348 }elsif ($payby eq 'COMP') {
5349 $letter_data{payby} = 'complimentary account';
5351 $letter_data{payby} = 'current method';
5353 $letter_data{expdate} = $expire_time;
5355 for (keys %{$options{extra_fields}}){
5356 $letter_data{$_} = $options{extra_fields}->{$_};
5359 unless(exists($letter_data{returnaddress})){
5360 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5361 $self->agent_template)
5363 if ( length($retadd) ) {
5364 $letter_data{returnaddress} = $retadd;
5365 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5366 $letter_data{returnaddress} =
5367 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5371 ( $conf->config('company_name', $self->agentnum),
5372 $conf->config('company_address', $self->agentnum),
5376 $letter_data{returnaddress} = '~';
5380 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5382 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5384 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5386 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5390 ) or die "can't open temp file: $!\n";
5391 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5392 or die "can't write temp file: $!\n";
5394 $letter_data{'logo_file'} = $lh->filename;
5396 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5400 ) or die "can't open temp file: $!\n";
5402 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5404 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5405 return ($1, $letter_data{'logo_file'});
5409 =item print_ps TEMPLATE
5411 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5417 my($file, $lfile) = $self->generate_letter(@_);
5418 my $ps = FS::Misc::generate_ps($file);
5419 unlink($file.'.tex');
5425 =item print TEMPLATE
5427 Prints the filled in template.
5429 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5433 sub queueable_print {
5436 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5437 or die "invalid customer number: " . $opt{custnum};
5439 #do not backport this change to 3.x
5440 # my $error = $self->print( { 'template' => $opt{template} } );
5441 my $error = $self->print( $opt{'template'} );
5442 die $error if $error;
5446 my ($self, $template) = (shift, shift);
5448 [ $self->print_ps($template) ],
5449 'agentnum' => $self->agentnum,
5453 #these three subs should just go away once agent stuff is all config overrides
5455 sub agent_template {
5457 $self->_agent_plandata('agent_templatename');
5460 sub agent_invoice_from {
5462 $self->_agent_plandata('agent_invoice_from');
5465 sub _agent_plandata {
5466 my( $self, $option ) = @_;
5468 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5469 #agent-specific Conf
5471 use FS::part_event::Condition;
5473 my $agentnum = $self->agentnum;
5475 my $regexp = regexp_sql();
5477 my $part_event_option =
5479 'select' => 'part_event_option.*',
5480 'table' => 'part_event_option',
5482 LEFT JOIN part_event USING ( eventpart )
5483 LEFT JOIN part_event_option AS peo_agentnum
5484 ON ( part_event.eventpart = peo_agentnum.eventpart
5485 AND peo_agentnum.optionname = 'agentnum'
5486 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5488 LEFT JOIN part_event_condition
5489 ON ( part_event.eventpart = part_event_condition.eventpart
5490 AND part_event_condition.conditionname = 'cust_bill_age'
5492 LEFT JOIN part_event_condition_option
5493 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5494 AND part_event_condition_option.optionname = 'age'
5497 #'hashref' => { 'optionname' => $option },
5498 #'hashref' => { 'part_event_option.optionname' => $option },
5500 " WHERE part_event_option.optionname = ". dbh->quote($option).
5501 " AND action = 'cust_bill_send_agent' ".
5502 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5503 " AND peo_agentnum.optionname = 'agentnum' ".
5504 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5506 CASE WHEN part_event_condition_option.optionname IS NULL
5508 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5510 , part_event.weight".
5514 unless ( $part_event_option ) {
5515 return $self->agent->invoice_template || ''
5516 if $option eq 'agent_templatename';
5520 $part_event_option->optionvalue;
5524 sub process_o2m_qsearch {
5527 return qsearch($table, @_) unless $table eq 'contact';
5529 my $hashref = shift;
5530 my %hash = %$hashref;
5531 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5532 or die 'guru meditation #4343';
5534 qsearch({ 'table' => 'contact',
5535 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5536 'hashref' => \%hash,
5537 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5538 " cust_contact.custnum = $custnum "
5542 sub process_o2m_qsearchs {
5545 return qsearchs($table, @_) unless $table eq 'contact';
5547 my $hashref = shift;
5548 my %hash = %$hashref;
5549 ( my $custnum = delete $hash{'custnum'} ) =~ /^(\d+)$/
5550 or die 'guru meditation #2121';
5552 qsearchs({ 'table' => 'contact',
5553 'addl_from' => 'LEFT JOIN cust_contact USING ( contactnum )',
5554 'hashref' => \%hash,
5555 'extra_sql' => ( keys %hash ? ' AND ' : ' WHERE ' ).
5556 " cust_contact.custnum = $custnum "
5560 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5562 Subroutine (not a method), designed to be called from the queue.
5564 Takes a list of options and values.
5566 Pulls up the customer record via the custnum option and calls bill_and_collect.
5571 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5573 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5574 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5576 #without this errors don't get rolled back
5577 $args{'fatal'} = 1; # runs from job queue, will be caught
5579 $cust_main->bill_and_collect( %args );
5582 =item queued_collect 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5584 Like queued_bill, but instead of C<bill_and_collect>, just runs the
5585 C<collect> part. This is used in batch tax calculation, where invoice
5586 generation and collection events have to be completely separated.
5590 sub queued_collect {
5592 my $cust_main = FS::cust_main->by_key($args{'custnum'});
5594 $cust_main->collect(%args);
5597 sub process_bill_and_collect {
5600 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5601 or die "custnum '$param->{custnum}' not found!\n";
5602 $param->{'job'} = $job;
5603 $param->{'fatal'} = 1; # runs from job queue, will be caught
5604 $param->{'retry'} = 1;
5606 $cust_main->bill_and_collect( %$param );
5609 #starting to take quite a while for big dbs
5610 # (JRNL: journaled so it only happens once per database)
5611 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5612 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5613 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5614 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5615 # JRNL leading/trailing spaces in first, last, company
5616 # JRNL migrate to cust_payby
5617 # - otaker upgrade? journal and call it good? (double check to make sure
5618 # we're not still setting otaker here)
5620 #only going to get worse with new location stuff...
5622 sub _upgrade_data { #class method
5623 my ($class, %opts) = @_;
5626 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5629 #this seems to be the only expensive one.. why does it take so long?
5630 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5632 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5633 FS::upgrade_journal->set_done('cust_main__signupdate');
5636 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5638 # fix yyyy-m-dd formatted paydates
5639 if ( driver_name =~ /^mysql/i ) {
5641 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5642 } else { # the SQL standard
5644 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5646 FS::upgrade_journal->set_done('cust_main__paydate');
5649 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5651 push @statements, #fix the weird BILL with a cc# in payinfo problem
5653 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5655 FS::upgrade_journal->set_done('cust_main__payinfo');
5660 foreach my $sql ( @statements ) {
5661 my $sth = dbh->prepare($sql) or die dbh->errstr;
5662 $sth->execute or die $sth->errstr;
5663 #warn ( (time - $t). " seconds\n" );
5667 local($ignore_expired_card) = 1;
5668 local($ignore_banned_card) = 1;
5669 local($skip_fuzzyfiles) = 1;
5670 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5672 unless ( FS::upgrade_journal->is_done('cust_main__cust_payby') ) {
5674 #we don't want to decrypt them, just stuff them as-is into cust_payby
5675 local(@encrypted_fields) = ();
5677 local($FS::cust_payby::ignore_expired_card) = 1;
5678 local($FS::cust_payby::ignore_banned_card) = 1;
5679 local($FS::cust_payby::ignore_cardtype) = 1;
5681 my @payfields = qw( payby payinfo paycvv paymask
5682 paydate paystart_month paystart_year payissue
5683 payname paystate paytype payip
5686 my $search = new FS::Cursor {
5687 'table' => 'cust_main',
5688 'extra_sql' => " WHERE ( payby IS NOT NULL AND payby != '' ) ",
5691 while (my $cust_main = $search->fetch) {
5693 unless ( $cust_main->payby =~ /^(BILL|COMP)$/ ) {
5695 my $cust_payby = new FS::cust_payby {
5696 'custnum' => $cust_main->custnum,
5698 map { $_ => $cust_main->$_(); } @payfields
5701 my $error = $cust_payby->insert;
5702 die $error if $error;
5706 # at the time we do this, also migrate paytype into cust_pay_batch
5707 # so that batches that are open before the migration can still be
5709 my @cust_pay_batch = qsearch('cust_pay_batch', {
5710 'custnum' => $cust_main->custnum,
5714 foreach my $cust_pay_batch (@cust_pay_batch) {
5715 $cust_pay_batch->set('paytype', $cust_main->get('paytype'));
5716 my $error = $cust_pay_batch->replace;
5717 die "$error (setting cust_pay_batch.paytype)" if $error;
5720 $cust_main->complimentary('Y') if $cust_main->payby eq 'COMP';
5722 $cust_main->invoice_attn( $cust_main->payname )
5723 if $cust_main->payby eq 'BILL' && $cust_main->payname;
5724 $cust_main->po_number( $cust_main->payinfo )
5725 if $cust_main->payby eq 'BILL' && $cust_main->payinfo;
5727 $cust_main->setfield($_, '') foreach @payfields;
5728 my $error = $cust_main->replace;
5729 die "Error upgradging payment information for custnum ".
5730 $cust_main->custnum. ": $error"
5735 FS::upgrade_journal->set_done('cust_main__cust_payby');
5738 FS::cust_main::Location->_upgrade_data(%opts);
5740 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5742 foreach my $cust_main ( qsearch({
5743 'table' => 'cust_main',
5745 'extra_sql' => 'WHERE '.
5747 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5748 qw( first last company )
5751 my $error = $cust_main->replace;
5752 die $error if $error;
5755 FS::upgrade_journal->set_done('cust_main__trimspaces');
5759 $class->_upgrade_otaker(%opts);
5769 The delete method should possibly take an FS::cust_main object reference
5770 instead of a scalar customer number.
5772 Bill and collect options should probably be passed as references instead of a
5775 There should probably be a configuration file with a list of allowed credit
5778 No multiple currency support (probably a larger project than just this module).
5780 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5782 Birthdates rely on negative epoch values.
5784 The payby for card/check batches is broken. With mixed batching, bad
5787 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5791 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5792 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5793 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.