5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
21 use Digest::MD5 qw(md5_base64);
24 use File::Temp qw( tempfile );
25 use String::Approx qw(amatch);
26 use Business::CreditCard 0.28;
28 use FS::UID qw( getotaker dbh driver_name );
29 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
30 use FS::Misc qw( generate_email send_email generate_ps do_print );
31 use FS::Msgcat qw(gettext);
36 use FS::cust_bill_pkg;
37 use FS::cust_bill_pkg_display;
38 use FS::cust_bill_pkg_tax_location;
39 use FS::cust_bill_pkg_tax_rate_location;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
43 use FS::cust_pay_batch;
46 use FS::part_referral;
47 use FS::cust_main_county;
48 use FS::cust_location;
50 use FS::cust_main_exemption;
51 use FS::cust_tax_adjustment;
53 use FS::tax_rate_location;
54 use FS::cust_tax_location;
55 use FS::part_pkg_taxrate;
57 use FS::cust_main_invoice;
58 use FS::cust_credit_bill;
59 use FS::cust_bill_pay;
60 use FS::prepay_credit;
64 use FS::part_event_condition;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
73 @EXPORT_OK = qw( smart_search );
75 $realtime_bop_decline_quiet = 0;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('payinfo', 'paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
192 (optional, see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
202 (see L<FS::cust_main_county>)
238 (optional, see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
248 (see L<FS::cust_main_county>)
264 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
268 Payment Information (See L<FS::payinfo_Mixin> for data format)
272 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
276 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
280 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
284 Start date month (maestro/solo cards only)
288 Start date year (maestro/solo cards only)
292 Issue number (maestro/solo cards only)
296 Name on card or billing name
300 IP address from which payment information was received
304 Tax exempt, empty or `Y'
308 Order taker (see L<FS::access_user>)
314 =item referral_custnum
316 Referring customer number
320 Enable individual CDR spooling, empty or `Y'
324 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
328 Discourage individual CDR printing, empty or `Y'
338 Creates a new customer. To add the customer to the database, see L<"insert">.
340 Note that this stores the hash reference, not a distinct copy of the hash it
341 points to. You can ask the object for a copy with the I<hash> method.
345 sub table { 'cust_main'; }
347 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
349 Adds this customer to the database. If there is an error, returns the error,
350 otherwise returns false.
352 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
353 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
354 are inserted atomicly, or the transaction is rolled back. Passing an empty
355 hash reference is equivalent to not supplying this parameter. There should be
356 a better explanation of this, but until then, here's an example:
359 tie %hash, 'Tie::RefHash'; #this part is important
361 $cust_pkg => [ $svc_acct ],
364 $cust_main->insert( \%hash );
366 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
367 be set as the invoicing list (see L<"invoicing_list">). Errors return as
368 expected and rollback the entire transaction; it is not necessary to call
369 check_invoicing_list first. The invoicing_list is set after the records in the
370 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
371 invoicing_list destination to the newly-created svc_acct. Here's an example:
373 $cust_main->insert( {}, [ $email, 'POST' ] );
375 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
377 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
378 on the supplied jobnum (they will not run until the specific job completes).
379 This can be used to defer provisioning until some action completes (such
380 as running the customer's credit card successfully).
382 The I<noexport> option is deprecated. If I<noexport> is set true, no
383 provisioning jobs (exports) are scheduled. (You can schedule them later with
384 the B<reexport> method.)
386 The I<tax_exemption> option can be set to an arrayref of tax names.
387 FS::cust_main_exemption records will be created and inserted.
393 my $cust_pkgs = @_ ? shift : {};
394 my $invoicing_list = @_ ? shift : '';
396 warn "$me insert called with options ".
397 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
400 local $SIG{HUP} = 'IGNORE';
401 local $SIG{INT} = 'IGNORE';
402 local $SIG{QUIT} = 'IGNORE';
403 local $SIG{TERM} = 'IGNORE';
404 local $SIG{TSTP} = 'IGNORE';
405 local $SIG{PIPE} = 'IGNORE';
407 my $oldAutoCommit = $FS::UID::AutoCommit;
408 local $FS::UID::AutoCommit = 0;
411 my $prepay_identifier = '';
412 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
414 if ( $self->payby eq 'PREPAY' ) {
416 $self->payby('BILL');
417 $prepay_identifier = $self->payinfo;
420 warn " looking up prepaid card $prepay_identifier\n"
423 my $error = $self->get_prepay( $prepay_identifier,
424 'amount_ref' => \$amount,
425 'seconds_ref' => \$seconds,
426 'upbytes_ref' => \$upbytes,
427 'downbytes_ref' => \$downbytes,
428 'totalbytes_ref' => \$totalbytes,
431 $dbh->rollback if $oldAutoCommit;
432 #return "error applying prepaid card (transaction rolled back): $error";
436 $payby = 'PREP' if $amount;
438 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
441 $self->payby('BILL');
442 $amount = $self->paid;
446 warn " inserting $self\n"
449 $self->signupdate(time) unless $self->signupdate;
451 $self->auto_agent_custid()
452 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
454 my $error = $self->SUPER::insert;
456 $dbh->rollback if $oldAutoCommit;
457 #return "inserting cust_main record (transaction rolled back): $error";
461 warn " setting invoicing list\n"
464 if ( $invoicing_list ) {
465 $error = $self->check_invoicing_list( $invoicing_list );
467 $dbh->rollback if $oldAutoCommit;
468 #return "checking invoicing_list (transaction rolled back): $error";
471 $self->invoicing_list( $invoicing_list );
474 warn " setting cust_main_exemption\n"
477 my $tax_exemption = delete $options{'tax_exemption'};
478 if ( $tax_exemption ) {
479 foreach my $taxname ( @$tax_exemption ) {
480 my $cust_main_exemption = new FS::cust_main_exemption {
481 'custnum' => $self->custnum,
482 'taxname' => $taxname,
484 my $error = $cust_main_exemption->insert;
486 $dbh->rollback if $oldAutoCommit;
487 return "inserting cust_main_exemption (transaction rolled back): $error";
492 if ( $conf->config('cust_main-skeleton_tables')
493 && $conf->config('cust_main-skeleton_custnum') ) {
495 warn " inserting skeleton records\n"
498 my $error = $self->start_copy_skel;
500 $dbh->rollback if $oldAutoCommit;
506 warn " ordering packages\n"
509 $error = $self->order_pkgs( $cust_pkgs,
511 'seconds_ref' => \$seconds,
512 'upbytes_ref' => \$upbytes,
513 'downbytes_ref' => \$downbytes,
514 'totalbytes_ref' => \$totalbytes,
517 $dbh->rollback if $oldAutoCommit;
522 $dbh->rollback if $oldAutoCommit;
523 return "No svc_acct record to apply pre-paid time";
525 if ( $upbytes || $downbytes || $totalbytes ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "No svc_acct record to apply pre-paid data";
531 warn " inserting initial $payby payment of $amount\n"
533 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
535 $dbh->rollback if $oldAutoCommit;
536 return "inserting payment (transaction rolled back): $error";
540 unless ( $import || $skip_fuzzyfiles ) {
541 warn " queueing fuzzyfiles update\n"
543 $error = $self->queue_fuzzyfiles_update;
545 $dbh->rollback if $oldAutoCommit;
546 return "updating fuzzy search cache: $error";
551 warn " exporting\n" if $DEBUG > 1;
553 my $export_args = $options{'export_args'} || [];
556 map qsearch( 'part_export', {exportnum=>$_} ),
557 $conf->config('cust_main-exports'); #, $agentnum
559 foreach my $part_export ( @part_export ) {
560 my $error = $part_export->export_insert($self, @$export_args);
562 $dbh->rollback if $oldAutoCommit;
563 return "exporting to ". $part_export->exporttype.
564 " (transaction rolled back): $error";
568 #foreach my $depend_jobnum ( @$depend_jobnums ) {
569 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
571 # foreach my $jobnum ( @jobnums ) {
572 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
573 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
575 # my $error = $queue->depend_insert($depend_jobnum);
577 # $dbh->rollback if $oldAutoCommit;
578 # return "error queuing job dependancy: $error";
585 #if ( exists $options{'jobnums'} ) {
586 # push @{ $options{'jobnums'} }, @jobnums;
589 warn " insert complete; committing transaction\n"
592 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
597 use File::CounterFile;
598 sub auto_agent_custid {
601 my $format = $conf->config('cust_main-auto_agent_custid');
603 if ( $format eq '1YMMXXXXXXXX' ) {
605 my $counter = new File::CounterFile 'cust_main.agent_custid';
608 my $ym = 100000000000 + time2str('%y%m00000000', time);
609 if ( $ym > $counter->value ) {
610 $counter->{'value'} = $agent_custid = $ym;
611 $counter->{'updated'} = 1;
613 $agent_custid = $counter->inc;
619 die "Unknown cust_main-auto_agent_custid format: $format";
622 $self->agent_custid($agent_custid);
626 sub start_copy_skel {
629 #'mg_user_preference' => {},
630 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
631 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
632 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
633 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
634 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
637 _copy_skel( 'cust_main', #tablename
638 $conf->config('cust_main-skeleton_custnum'), #sourceid
639 $self->custnum, #destid
640 @tables, #child tables
644 #recursive subroutine, not a method
646 my( $table, $sourceid, $destid, %child_tables ) = @_;
649 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
650 ( $table, $primary_key ) = ( $1, $2 );
652 my $dbdef_table = dbdef->table($table);
653 $primary_key = $dbdef_table->primary_key
654 or return "$table has no primary key".
655 " (or do you need to run dbdef-create?)";
658 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
659 join (', ', keys %child_tables). "\n"
662 foreach my $child_table_def ( keys %child_tables ) {
666 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
667 ( $child_table, $child_pkey ) = ( $1, $2 );
669 $child_table = $child_table_def;
671 $child_pkey = dbdef->table($child_table)->primary_key;
672 # or return "$table has no primary key".
673 # " (or do you need to run dbdef-create?)\n";
677 if ( keys %{ $child_tables{$child_table_def} } ) {
679 return "$child_table has no primary key".
680 " (run dbdef-create or try specifying it?)\n"
683 #false laziness w/Record::insert and only works on Pg
684 #refactor the proper last-inserted-id stuff out of Record::insert if this
685 # ever gets use for anything besides a quick kludge for one customer
686 my $default = dbdef->table($child_table)->column($child_pkey)->default;
687 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
688 or return "can't parse $child_table.$child_pkey default value ".
689 " for sequence name: $default";
694 my @sel_columns = grep { $_ ne $primary_key }
695 dbdef->table($child_table)->columns;
696 my $sel_columns = join(', ', @sel_columns );
698 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
699 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
700 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
702 my $sel_st = "SELECT $sel_columns FROM $child_table".
703 " WHERE $primary_key = $sourceid";
706 my $sel_sth = dbh->prepare( $sel_st )
707 or return dbh->errstr;
709 $sel_sth->execute or return $sel_sth->errstr;
711 while ( my $row = $sel_sth->fetchrow_hashref ) {
713 warn " selected row: ".
714 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
718 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
719 my $ins_sth =dbh->prepare($statement)
720 or return dbh->errstr;
721 my @param = ( $destid, map $row->{$_}, @ins_columns );
722 warn " $statement: [ ". join(', ', @param). " ]\n"
724 $ins_sth->execute( @param )
725 or return $ins_sth->errstr;
727 #next unless keys %{ $child_tables{$child_table} };
728 next unless $sequence;
730 #another section of that laziness
731 my $seq_sql = "SELECT currval('$sequence')";
732 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
733 $seq_sth->execute or return $seq_sth->errstr;
734 my $insertid = $seq_sth->fetchrow_arrayref->[0];
736 # don't drink soap! recurse! recurse! okay!
738 _copy_skel( $child_table_def,
739 $row->{$child_pkey}, #sourceid
741 %{ $child_tables{$child_table_def} },
743 return $error if $error;
753 =item order_pkg HASHREF | OPTION => VALUE ...
755 Orders a single package.
757 Options may be passed as a list of key/value pairs or as a hash reference.
768 Optional FS::cust_location object
772 Optional arryaref of FS::svc_* service objects.
776 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
777 jobs will have a dependancy on the supplied job (they will not run until the
778 specific job completes). This can be used to defer provisioning until some
779 action completes (such as running the customer's credit card successfully).
783 Optional subject for a ticket created and attached to this customer
787 Optional queue name for ticket additions
795 my $opt = ref($_[0]) ? shift : { @_ };
797 warn "$me order_pkg called with options ".
798 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
801 my $cust_pkg = $opt->{'cust_pkg'};
802 my $svcs = $opt->{'svcs'} || [];
804 my %svc_options = ();
805 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
806 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
808 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
809 qw( ticket_subject ticket_queue );
811 local $SIG{HUP} = 'IGNORE';
812 local $SIG{INT} = 'IGNORE';
813 local $SIG{QUIT} = 'IGNORE';
814 local $SIG{TERM} = 'IGNORE';
815 local $SIG{TSTP} = 'IGNORE';
816 local $SIG{PIPE} = 'IGNORE';
818 my $oldAutoCommit = $FS::UID::AutoCommit;
819 local $FS::UID::AutoCommit = 0;
822 if ( $opt->{'cust_location'} &&
823 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
824 my $error = $opt->{'cust_location'}->insert;
826 $dbh->rollback if $oldAutoCommit;
827 return "inserting cust_location (transaction rolled back): $error";
829 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
832 $cust_pkg->custnum( $self->custnum );
834 my $error = $cust_pkg->insert( %insert_params );
836 $dbh->rollback if $oldAutoCommit;
837 return "inserting cust_pkg (transaction rolled back): $error";
840 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
841 if ( $svc_something->svcnum ) {
842 my $old_cust_svc = $svc_something->cust_svc;
843 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
844 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
845 $error = $new_cust_svc->replace($old_cust_svc);
847 $svc_something->pkgnum( $cust_pkg->pkgnum );
848 if ( $svc_something->isa('FS::svc_acct') ) {
849 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
850 qw( seconds upbytes downbytes totalbytes ) ) {
851 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
852 ${ $opt->{$_.'_ref'} } = 0;
855 $error = $svc_something->insert(%svc_options);
858 $dbh->rollback if $oldAutoCommit;
859 return "inserting svc_ (transaction rolled back): $error";
863 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
868 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
869 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
871 Like the insert method on an existing record, this method orders multiple
872 packages and included services atomicaly. Pass a Tie::RefHash data structure
873 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
874 There should be a better explanation of this, but until then, here's an
878 tie %hash, 'Tie::RefHash'; #this part is important
880 $cust_pkg => [ $svc_acct ],
883 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
885 Services can be new, in which case they are inserted, or existing unaudited
886 services, in which case they are linked to the newly-created package.
888 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
889 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
891 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
892 on the supplied jobnum (they will not run until the specific job completes).
893 This can be used to defer provisioning until some action completes (such
894 as running the customer's credit card successfully).
896 The I<noexport> option is deprecated. If I<noexport> is set true, no
897 provisioning jobs (exports) are scheduled. (You can schedule them later with
898 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
899 on the cust_main object is not recommended, as existing services will also be
902 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
903 provided, the scalars (provided by references) will be incremented by the
904 values of the prepaid card.`
910 my $cust_pkgs = shift;
911 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
913 $seconds_ref ||= $options{'seconds_ref'};
915 warn "$me order_pkgs called with options ".
916 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
919 local $SIG{HUP} = 'IGNORE';
920 local $SIG{INT} = 'IGNORE';
921 local $SIG{QUIT} = 'IGNORE';
922 local $SIG{TERM} = 'IGNORE';
923 local $SIG{TSTP} = 'IGNORE';
924 local $SIG{PIPE} = 'IGNORE';
926 my $oldAutoCommit = $FS::UID::AutoCommit;
927 local $FS::UID::AutoCommit = 0;
930 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
932 foreach my $cust_pkg ( keys %$cust_pkgs ) {
934 my $error = $self->order_pkg(
935 'cust_pkg' => $cust_pkg,
936 'svcs' => $cust_pkgs->{$cust_pkg},
937 'seconds_ref' => $seconds_ref,
938 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
943 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
953 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
955 Recharges this (existing) customer with the specified prepaid card (see
956 L<FS::prepay_credit>), specified either by I<identifier> or as an
957 FS::prepay_credit object. If there is an error, returns the error, otherwise
960 Optionally, five scalar references can be passed as well. They will have their
961 values filled in with the amount, number of seconds, and number of upload,
962 download, and total bytes applied by this prepaid card.
966 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
967 #the only place that uses these args
968 sub recharge_prepay {
969 my( $self, $prepay_credit, $amountref, $secondsref,
970 $upbytesref, $downbytesref, $totalbytesref ) = @_;
972 local $SIG{HUP} = 'IGNORE';
973 local $SIG{INT} = 'IGNORE';
974 local $SIG{QUIT} = 'IGNORE';
975 local $SIG{TERM} = 'IGNORE';
976 local $SIG{TSTP} = 'IGNORE';
977 local $SIG{PIPE} = 'IGNORE';
979 my $oldAutoCommit = $FS::UID::AutoCommit;
980 local $FS::UID::AutoCommit = 0;
983 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
985 my $error = $self->get_prepay( $prepay_credit,
986 'amount_ref' => \$amount,
987 'seconds_ref' => \$seconds,
988 'upbytes_ref' => \$upbytes,
989 'downbytes_ref' => \$downbytes,
990 'totalbytes_ref' => \$totalbytes,
992 || $self->increment_seconds($seconds)
993 || $self->increment_upbytes($upbytes)
994 || $self->increment_downbytes($downbytes)
995 || $self->increment_totalbytes($totalbytes)
996 || $self->insert_cust_pay_prepay( $amount,
998 ? $prepay_credit->identifier
1003 $dbh->rollback if $oldAutoCommit;
1007 if ( defined($amountref) ) { $$amountref = $amount; }
1008 if ( defined($secondsref) ) { $$secondsref = $seconds; }
1009 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
1010 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
1011 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
1013 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1018 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1020 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1021 specified either by I<identifier> or as an FS::prepay_credit object.
1023 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
1024 incremented by the values of the prepaid card.
1026 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1027 check or set this customer's I<agentnum>.
1029 If there is an error, returns the error, otherwise returns false.
1035 my( $self, $prepay_credit, %opt ) = @_;
1037 local $SIG{HUP} = 'IGNORE';
1038 local $SIG{INT} = 'IGNORE';
1039 local $SIG{QUIT} = 'IGNORE';
1040 local $SIG{TERM} = 'IGNORE';
1041 local $SIG{TSTP} = 'IGNORE';
1042 local $SIG{PIPE} = 'IGNORE';
1044 my $oldAutoCommit = $FS::UID::AutoCommit;
1045 local $FS::UID::AutoCommit = 0;
1048 unless ( ref($prepay_credit) ) {
1050 my $identifier = $prepay_credit;
1052 $prepay_credit = qsearchs(
1054 { 'identifier' => $prepay_credit },
1059 unless ( $prepay_credit ) {
1060 $dbh->rollback if $oldAutoCommit;
1061 return "Invalid prepaid card: ". $identifier;
1066 if ( $prepay_credit->agentnum ) {
1067 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1068 $dbh->rollback if $oldAutoCommit;
1069 return "prepaid card not valid for agent ". $self->agentnum;
1071 $self->agentnum($prepay_credit->agentnum);
1074 my $error = $prepay_credit->delete;
1076 $dbh->rollback if $oldAutoCommit;
1077 return "removing prepay_credit (transaction rolled back): $error";
1080 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1081 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1083 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1088 =item increment_upbytes SECONDS
1090 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1091 the specified number of upbytes. If there is an error, returns the error,
1092 otherwise returns false.
1096 sub increment_upbytes {
1097 _increment_column( shift, 'upbytes', @_);
1100 =item increment_downbytes SECONDS
1102 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1103 the specified number of downbytes. If there is an error, returns the error,
1104 otherwise returns false.
1108 sub increment_downbytes {
1109 _increment_column( shift, 'downbytes', @_);
1112 =item increment_totalbytes SECONDS
1114 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1115 the specified number of totalbytes. If there is an error, returns the error,
1116 otherwise returns false.
1120 sub increment_totalbytes {
1121 _increment_column( shift, 'totalbytes', @_);
1124 =item increment_seconds SECONDS
1126 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1127 the specified number of seconds. If there is an error, returns the error,
1128 otherwise returns false.
1132 sub increment_seconds {
1133 _increment_column( shift, 'seconds', @_);
1136 =item _increment_column AMOUNT
1138 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1139 the specified number of seconds or bytes. If there is an error, returns
1140 the error, otherwise returns false.
1144 sub _increment_column {
1145 my( $self, $column, $amount ) = @_;
1146 warn "$me increment_column called: $column, $amount\n"
1149 return '' unless $amount;
1151 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1152 $self->ncancelled_pkgs;
1154 if ( ! @cust_pkg ) {
1155 return 'No packages with primary or single services found'.
1156 ' to apply pre-paid time';
1157 } elsif ( scalar(@cust_pkg) > 1 ) {
1158 #maybe have a way to specify the package/account?
1159 return 'Multiple packages found to apply pre-paid time';
1162 my $cust_pkg = $cust_pkg[0];
1163 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1167 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1169 if ( ! @cust_svc ) {
1170 return 'No account found to apply pre-paid time';
1171 } elsif ( scalar(@cust_svc) > 1 ) {
1172 return 'Multiple accounts found to apply pre-paid time';
1175 my $svc_acct = $cust_svc[0]->svc_x;
1176 warn " found service svcnum ". $svc_acct->pkgnum.
1177 ' ('. $svc_acct->email. ")\n"
1180 $column = "increment_$column";
1181 $svc_acct->$column($amount);
1185 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1187 Inserts a prepayment in the specified amount for this customer. An optional
1188 second argument can specify the prepayment identifier for tracking purposes.
1189 If there is an error, returns the error, otherwise returns false.
1193 sub insert_cust_pay_prepay {
1194 shift->insert_cust_pay('PREP', @_);
1197 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1199 Inserts a cash payment in the specified amount for this customer. An optional
1200 second argument can specify the payment identifier for tracking purposes.
1201 If there is an error, returns the error, otherwise returns false.
1205 sub insert_cust_pay_cash {
1206 shift->insert_cust_pay('CASH', @_);
1209 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1211 Inserts a Western Union payment in the specified amount for this customer. An
1212 optional second argument can specify the prepayment identifier for tracking
1213 purposes. If there is an error, returns the error, otherwise returns false.
1217 sub insert_cust_pay_west {
1218 shift->insert_cust_pay('WEST', @_);
1221 sub insert_cust_pay {
1222 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1223 my $payinfo = scalar(@_) ? shift : '';
1225 my $cust_pay = new FS::cust_pay {
1226 'custnum' => $self->custnum,
1227 'paid' => sprintf('%.2f', $amount),
1228 #'_date' => #date the prepaid card was purchased???
1230 'payinfo' => $payinfo,
1238 This method is deprecated. See the I<depend_jobnum> option to the insert and
1239 order_pkgs methods for a better way to defer provisioning.
1241 Re-schedules all exports by calling the B<reexport> method of all associated
1242 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1243 otherwise returns false.
1250 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1251 "use the depend_jobnum option to insert or order_pkgs to delay export";
1253 local $SIG{HUP} = 'IGNORE';
1254 local $SIG{INT} = 'IGNORE';
1255 local $SIG{QUIT} = 'IGNORE';
1256 local $SIG{TERM} = 'IGNORE';
1257 local $SIG{TSTP} = 'IGNORE';
1258 local $SIG{PIPE} = 'IGNORE';
1260 my $oldAutoCommit = $FS::UID::AutoCommit;
1261 local $FS::UID::AutoCommit = 0;
1264 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1265 my $error = $cust_pkg->reexport;
1267 $dbh->rollback if $oldAutoCommit;
1272 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1277 =item delete NEW_CUSTNUM
1279 This deletes the customer. If there is an error, returns the error, otherwise
1282 This will completely remove all traces of the customer record. This is not
1283 what you want when a customer cancels service; for that, cancel all of the
1284 customer's packages (see L</cancel>).
1286 If the customer has any uncancelled packages, you need to pass a new (valid)
1287 customer number for those packages to be transferred to. Cancelled packages
1288 will be deleted. Did I mention that this is NOT what you want when a customer
1289 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1291 You can't delete a customer with invoices (see L<FS::cust_bill>),
1292 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1293 refunds (see L<FS::cust_refund>).
1300 local $SIG{HUP} = 'IGNORE';
1301 local $SIG{INT} = 'IGNORE';
1302 local $SIG{QUIT} = 'IGNORE';
1303 local $SIG{TERM} = 'IGNORE';
1304 local $SIG{TSTP} = 'IGNORE';
1305 local $SIG{PIPE} = 'IGNORE';
1307 my $oldAutoCommit = $FS::UID::AutoCommit;
1308 local $FS::UID::AutoCommit = 0;
1311 if ( $self->cust_bill ) {
1312 $dbh->rollback if $oldAutoCommit;
1313 return "Can't delete a customer with invoices";
1315 if ( $self->cust_credit ) {
1316 $dbh->rollback if $oldAutoCommit;
1317 return "Can't delete a customer with credits";
1319 if ( $self->cust_pay ) {
1320 $dbh->rollback if $oldAutoCommit;
1321 return "Can't delete a customer with payments";
1323 if ( $self->cust_refund ) {
1324 $dbh->rollback if $oldAutoCommit;
1325 return "Can't delete a customer with refunds";
1328 my @cust_pkg = $self->ncancelled_pkgs;
1330 my $new_custnum = shift;
1331 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1332 $dbh->rollback if $oldAutoCommit;
1333 return "Invalid new customer number: $new_custnum";
1335 foreach my $cust_pkg ( @cust_pkg ) {
1336 my %hash = $cust_pkg->hash;
1337 $hash{'custnum'} = $new_custnum;
1338 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1339 my $error = $new_cust_pkg->replace($cust_pkg,
1340 options => { $cust_pkg->options },
1343 $dbh->rollback if $oldAutoCommit;
1348 my @cancelled_cust_pkg = $self->all_pkgs;
1349 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1350 my $error = $cust_pkg->delete;
1352 $dbh->rollback if $oldAutoCommit;
1357 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1358 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1360 my $error = $cust_main_invoice->delete;
1362 $dbh->rollback if $oldAutoCommit;
1367 foreach my $cust_main_exemption (
1368 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1370 my $error = $cust_main_exemption->delete;
1372 $dbh->rollback if $oldAutoCommit;
1377 my $error = $self->SUPER::delete;
1379 $dbh->rollback if $oldAutoCommit;
1383 # cust_main exports!
1385 #my $export_args = $options{'export_args'} || [];
1388 map qsearch( 'part_export', {exportnum=>$_} ),
1389 $conf->config('cust_main-exports'); #, $agentnum
1391 foreach my $part_export ( @part_export ) {
1392 my $error = $part_export->export_delete( $self ); #, @$export_args);
1394 $dbh->rollback if $oldAutoCommit;
1395 return "exporting to ". $part_export->exporttype.
1396 " (transaction rolled back): $error";
1400 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1405 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1408 Replaces the OLD_RECORD with this one in the database. If there is an error,
1409 returns the error, otherwise returns false.
1411 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1412 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1413 expected and rollback the entire transaction; it is not necessary to call
1414 check_invoicing_list first. Here's an example:
1416 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1418 Currently available options are: I<tax_exemption>.
1420 The I<tax_exemption> option can be set to an arrayref of tax names.
1421 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1428 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1430 : $self->replace_old;
1434 warn "$me replace called\n"
1437 my $curuser = $FS::CurrentUser::CurrentUser;
1438 if ( $self->payby eq 'COMP'
1439 && $self->payby ne $old->payby
1440 && ! $curuser->access_right('Complimentary customer')
1443 return "You are not permitted to create complimentary accounts.";
1446 local($ignore_expired_card) = 1
1447 if $old->payby =~ /^(CARD|DCRD)$/
1448 && $self->payby =~ /^(CARD|DCRD)$/
1449 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1451 local $SIG{HUP} = 'IGNORE';
1452 local $SIG{INT} = 'IGNORE';
1453 local $SIG{QUIT} = 'IGNORE';
1454 local $SIG{TERM} = 'IGNORE';
1455 local $SIG{TSTP} = 'IGNORE';
1456 local $SIG{PIPE} = 'IGNORE';
1458 my $oldAutoCommit = $FS::UID::AutoCommit;
1459 local $FS::UID::AutoCommit = 0;
1462 my $error = $self->SUPER::replace($old);
1465 $dbh->rollback if $oldAutoCommit;
1469 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1470 my $invoicing_list = shift @param;
1471 $error = $self->check_invoicing_list( $invoicing_list );
1473 $dbh->rollback if $oldAutoCommit;
1476 $self->invoicing_list( $invoicing_list );
1479 my %options = @param;
1481 my $tax_exemption = delete $options{'tax_exemption'};
1482 if ( $tax_exemption ) {
1484 my %cust_main_exemption =
1485 map { $_->taxname => $_ }
1486 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1488 foreach my $taxname ( @$tax_exemption ) {
1490 next if delete $cust_main_exemption{$taxname};
1492 my $cust_main_exemption = new FS::cust_main_exemption {
1493 'custnum' => $self->custnum,
1494 'taxname' => $taxname,
1496 my $error = $cust_main_exemption->insert;
1498 $dbh->rollback if $oldAutoCommit;
1499 return "inserting cust_main_exemption (transaction rolled back): $error";
1503 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1504 my $error = $cust_main_exemption->delete;
1506 $dbh->rollback if $oldAutoCommit;
1507 return "deleting cust_main_exemption (transaction rolled back): $error";
1513 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1514 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1515 && $self->get('payinfo') !~ /^99\d{14}$/
1517 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1522 # card/check/lec info has changed, want to retry realtime_ invoice events
1523 my $error = $self->retry_realtime;
1525 $dbh->rollback if $oldAutoCommit;
1530 unless ( $import || $skip_fuzzyfiles ) {
1531 $error = $self->queue_fuzzyfiles_update;
1533 $dbh->rollback if $oldAutoCommit;
1534 return "updating fuzzy search cache: $error";
1538 # cust_main exports!
1540 my $export_args = $options{'export_args'} || [];
1543 map qsearch( 'part_export', {exportnum=>$_} ),
1544 $conf->config('cust_main-exports'); #, $agentnum
1546 foreach my $part_export ( @part_export ) {
1547 my $error = $part_export->export_replace( $self, $old, @$export_args);
1549 $dbh->rollback if $oldAutoCommit;
1550 return "exporting to ". $part_export->exporttype.
1551 " (transaction rolled back): $error";
1555 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1560 =item queue_fuzzyfiles_update
1562 Used by insert & replace to update the fuzzy search cache
1566 sub queue_fuzzyfiles_update {
1569 local $SIG{HUP} = 'IGNORE';
1570 local $SIG{INT} = 'IGNORE';
1571 local $SIG{QUIT} = 'IGNORE';
1572 local $SIG{TERM} = 'IGNORE';
1573 local $SIG{TSTP} = 'IGNORE';
1574 local $SIG{PIPE} = 'IGNORE';
1576 my $oldAutoCommit = $FS::UID::AutoCommit;
1577 local $FS::UID::AutoCommit = 0;
1580 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1581 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1583 $dbh->rollback if $oldAutoCommit;
1584 return "queueing job (transaction rolled back): $error";
1587 if ( $self->ship_last ) {
1588 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1589 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1591 $dbh->rollback if $oldAutoCommit;
1592 return "queueing job (transaction rolled back): $error";
1596 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1603 Checks all fields to make sure this is a valid customer record. If there is
1604 an error, returns the error, otherwise returns false. Called by the insert
1605 and replace methods.
1612 warn "$me check BEFORE: \n". $self->_dump
1616 $self->ut_numbern('custnum')
1617 || $self->ut_number('agentnum')
1618 || $self->ut_textn('agent_custid')
1619 || $self->ut_number('refnum')
1620 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1621 || $self->ut_textn('custbatch')
1622 || $self->ut_name('last')
1623 || $self->ut_name('first')
1624 || $self->ut_snumbern('birthdate')
1625 || $self->ut_snumbern('signupdate')
1626 || $self->ut_textn('company')
1627 || $self->ut_text('address1')
1628 || $self->ut_textn('address2')
1629 || $self->ut_text('city')
1630 || $self->ut_textn('county')
1631 || $self->ut_textn('state')
1632 || $self->ut_country('country')
1633 || $self->ut_anything('comments')
1634 || $self->ut_numbern('referral_custnum')
1635 || $self->ut_textn('stateid')
1636 || $self->ut_textn('stateid_state')
1637 || $self->ut_textn('invoice_terms')
1638 || $self->ut_alphan('geocode')
1639 || $self->ut_floatn('cdr_termination_percentage')
1642 #barf. need message catalogs. i18n. etc.
1643 $error .= "Please select an advertising source."
1644 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1645 return $error if $error;
1647 return "Unknown agent"
1648 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1650 return "Unknown refnum"
1651 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1653 return "Unknown referring custnum: ". $self->referral_custnum
1654 unless ! $self->referral_custnum
1655 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1657 if ( $self->censustract ne '' ) {
1658 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1659 or return "Illegal census tract: ". $self->censustract;
1661 $self->censustract("$1.$2");
1664 if ( $self->ss eq '' ) {
1669 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1670 or return "Illegal social security number: ". $self->ss;
1671 $self->ss("$1-$2-$3");
1675 # bad idea to disable, causes billing to fail because of no tax rates later
1676 # unless ( $import ) {
1677 unless ( qsearch('cust_main_county', {
1678 'country' => $self->country,
1681 return "Unknown state/county/country: ".
1682 $self->state. "/". $self->county. "/". $self->country
1683 unless qsearch('cust_main_county',{
1684 'state' => $self->state,
1685 'county' => $self->county,
1686 'country' => $self->country,
1692 $self->ut_phonen('daytime', $self->country)
1693 || $self->ut_phonen('night', $self->country)
1694 || $self->ut_phonen('fax', $self->country)
1695 || $self->ut_zip('zip', $self->country)
1697 return $error if $error;
1699 if ( $conf->exists('cust_main-require_phone')
1700 && ! length($self->daytime) && ! length($self->night)
1703 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1705 : FS::Msgcat::_gettext('daytime');
1706 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1708 : FS::Msgcat::_gettext('night');
1710 return "$daytime_label or $night_label is required"
1714 if ( $self->has_ship_address
1715 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1716 $self->addr_fields )
1720 $self->ut_name('ship_last')
1721 || $self->ut_name('ship_first')
1722 || $self->ut_textn('ship_company')
1723 || $self->ut_text('ship_address1')
1724 || $self->ut_textn('ship_address2')
1725 || $self->ut_text('ship_city')
1726 || $self->ut_textn('ship_county')
1727 || $self->ut_textn('ship_state')
1728 || $self->ut_country('ship_country')
1730 return $error if $error;
1732 #false laziness with above
1733 unless ( qsearchs('cust_main_county', {
1734 'country' => $self->ship_country,
1737 return "Unknown ship_state/ship_county/ship_country: ".
1738 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1739 unless qsearch('cust_main_county',{
1740 'state' => $self->ship_state,
1741 'county' => $self->ship_county,
1742 'country' => $self->ship_country,
1748 $self->ut_phonen('ship_daytime', $self->ship_country)
1749 || $self->ut_phonen('ship_night', $self->ship_country)
1750 || $self->ut_phonen('ship_fax', $self->ship_country)
1751 || $self->ut_zip('ship_zip', $self->ship_country)
1753 return $error if $error;
1755 return "Unit # is required."
1756 if $self->ship_address2 =~ /^\s*$/
1757 && $conf->exists('cust_main-require_address2');
1759 } else { # ship_ info eq billing info, so don't store dup info in database
1761 $self->setfield("ship_$_", '')
1762 foreach $self->addr_fields;
1764 return "Unit # is required."
1765 if $self->address2 =~ /^\s*$/
1766 && $conf->exists('cust_main-require_address2');
1770 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1771 # or return "Illegal payby: ". $self->payby;
1773 FS::payby->can_payby($self->table, $self->payby)
1774 or return "Illegal payby: ". $self->payby;
1776 $error = $self->ut_numbern('paystart_month')
1777 || $self->ut_numbern('paystart_year')
1778 || $self->ut_numbern('payissue')
1779 || $self->ut_textn('paytype')
1781 return $error if $error;
1783 if ( $self->payip eq '' ) {
1786 $error = $self->ut_ip('payip');
1787 return $error if $error;
1790 # If it is encrypted and the private key is not availaible then we can't
1791 # check the credit card.
1792 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1794 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1796 my $payinfo = $self->payinfo;
1797 $payinfo =~ s/\D//g;
1798 $payinfo =~ /^(\d{13,16})$/
1799 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1801 $self->payinfo($payinfo);
1803 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1805 return gettext('unknown_card_type')
1806 if $self->payinfo !~ /^99\d{14}$/ #token
1807 && cardtype($self->payinfo) eq "Unknown";
1809 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1811 return 'Banned credit card: banned on '.
1812 time2str('%a %h %o at %r', $ban->_date).
1813 ' by '. $ban->otaker.
1814 ' (ban# '. $ban->bannum. ')';
1817 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1818 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1819 $self->paycvv =~ /^(\d{4})$/
1820 or return "CVV2 (CID) for American Express cards is four digits.";
1823 $self->paycvv =~ /^(\d{3})$/
1824 or return "CVV2 (CVC2/CID) is three digits.";
1831 my $cardtype = cardtype($payinfo);
1832 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1834 return "Start date or issue number is required for $cardtype cards"
1835 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1837 return "Start month must be between 1 and 12"
1838 if $self->paystart_month
1839 and $self->paystart_month < 1 || $self->paystart_month > 12;
1841 return "Start year must be 1990 or later"
1842 if $self->paystart_year
1843 and $self->paystart_year < 1990;
1845 return "Issue number must be beween 1 and 99"
1847 and $self->payissue < 1 || $self->payissue > 99;
1850 $self->paystart_month('');
1851 $self->paystart_year('');
1852 $self->payissue('');
1855 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1857 my $payinfo = $self->payinfo;
1858 $payinfo =~ s/[^\d\@]//g;
1859 if ( $conf->exists('echeck-nonus') ) {
1860 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1861 $payinfo = "$1\@$2";
1863 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1864 $payinfo = "$1\@$2";
1866 $self->payinfo($payinfo);
1869 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1871 return 'Banned ACH account: banned on '.
1872 time2str('%a %h %o at %r', $ban->_date).
1873 ' by '. $ban->otaker.
1874 ' (ban# '. $ban->bannum. ')';
1877 } elsif ( $self->payby eq 'LECB' ) {
1879 my $payinfo = $self->payinfo;
1880 $payinfo =~ s/\D//g;
1881 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1883 $self->payinfo($payinfo);
1886 } elsif ( $self->payby eq 'BILL' ) {
1888 $error = $self->ut_textn('payinfo');
1889 return "Illegal P.O. number: ". $self->payinfo if $error;
1892 } elsif ( $self->payby eq 'COMP' ) {
1894 my $curuser = $FS::CurrentUser::CurrentUser;
1895 if ( ! $self->custnum
1896 && ! $curuser->access_right('Complimentary customer')
1899 return "You are not permitted to create complimentary accounts."
1902 $error = $self->ut_textn('payinfo');
1903 return "Illegal comp account issuer: ". $self->payinfo if $error;
1906 } elsif ( $self->payby eq 'PREPAY' ) {
1908 my $payinfo = $self->payinfo;
1909 $payinfo =~ s/\W//g; #anything else would just confuse things
1910 $self->payinfo($payinfo);
1911 $error = $self->ut_alpha('payinfo');
1912 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1913 return "Unknown prepayment identifier"
1914 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1919 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1920 return "Expiration date required"
1921 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1925 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1926 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1927 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1928 ( $m, $y ) = ( $2, "19$1" );
1929 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1930 ( $m, $y ) = ( $3, "20$2" );
1932 return "Illegal expiration date: ". $self->paydate;
1934 $self->paydate("$y-$m-01");
1935 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1936 return gettext('expired_card')
1938 && !$ignore_expired_card
1939 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1942 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1943 ( ! $conf->exists('require_cardname')
1944 || $self->payby !~ /^(CARD|DCRD)$/ )
1946 $self->payname( $self->first. " ". $self->getfield('last') );
1948 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1949 or return gettext('illegal_name'). " payname: ". $self->payname;
1953 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1954 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1958 $self->otaker(getotaker) unless $self->otaker;
1960 warn "$me check AFTER: \n". $self->_dump
1963 $self->SUPER::check;
1968 Returns a list of fields which have ship_ duplicates.
1973 qw( last first company
1974 address1 address2 city county state zip country
1979 =item has_ship_address
1981 Returns true if this customer record has a separate shipping address.
1985 sub has_ship_address {
1987 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1992 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1993 city, county, state, zip, country. The shipping address is used if present.
1997 #geocode? dependent on tax-ship_address config, not available in cust_location
1998 #mostly. not yet then.
2002 my $prefix = $self->has_ship_address ? 'ship_' : '';
2004 map { $_ => $self->get($prefix.$_) }
2005 qw( address1 address2 city county state zip country geocode );
2006 #fields that cust_location has
2009 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2011 Returns all packages (see L<FS::cust_pkg>) for this customer.
2017 my $extra_qsearch = ref($_[0]) ? shift : {};
2019 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
2022 if ( $self->{'_pkgnum'} ) {
2023 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
2025 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2028 sort sort_packages @cust_pkg;
2033 Synonym for B<all_pkgs>.
2038 shift->all_pkgs(@_);
2043 Returns all locations (see L<FS::cust_location>) for this customer.
2049 qsearch('cust_location', { 'custnum' => $self->custnum } );
2052 =item location_label [ OPTION => VALUE ... ]
2054 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2062 used to separate the address elements (defaults to ', ')
2064 =item escape_function
2066 a callback used for escaping the text of the address elements
2072 # false laziness with FS::cust_location::line
2074 sub location_label {
2078 my $separator = $opt{join_string} || ', ';
2079 my $escape = $opt{escape_function} || sub{ shift };
2081 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2082 my $prefix = length($self->ship_last) ? 'ship_' : '';
2085 foreach (qw ( address1 address2 ) ) {
2086 my $method = "$prefix$_";
2087 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2092 foreach (qw ( city county state zip ) ) {
2093 my $method = "$prefix$_";
2094 if ( $self->$method ) {
2095 $line .= ' (' if $method eq 'county';
2096 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2097 $line .= ' )' if $method eq 'county';
2101 $line .= $separator. &$escape(code2country($self->country))
2102 if $self->country ne $cydefault;
2107 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2109 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2113 sub ncancelled_pkgs {
2115 my $extra_qsearch = ref($_[0]) ? shift : {};
2117 return $self->num_ncancelled_pkgs unless wantarray;
2120 if ( $self->{'_pkgnum'} ) {
2122 warn "$me ncancelled_pkgs: returning cached objects"
2125 @cust_pkg = grep { ! $_->getfield('cancel') }
2126 values %{ $self->{'_pkgnum'}->cache };
2130 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2131 $self->custnum. "\n"
2134 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2136 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2140 sort sort_packages @cust_pkg;
2146 my $extra_qsearch = ref($_[0]) ? shift : {};
2148 $extra_qsearch->{'select'} ||= '*';
2149 $extra_qsearch->{'select'} .=
2150 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2154 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2159 'table' => 'cust_pkg',
2160 'hashref' => { 'custnum' => $self->custnum },
2165 # This should be generalized to use config options to determine order.
2168 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2169 return $locationsort if $locationsort;
2171 if ( $a->get('cancel') xor $b->get('cancel') ) {
2172 return -1 if $b->get('cancel');
2173 return 1 if $a->get('cancel');
2174 #shouldn't get here...
2177 my $a_num_cust_svc = $a->num_cust_svc;
2178 my $b_num_cust_svc = $b->num_cust_svc;
2179 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2180 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2181 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2182 my @a_cust_svc = $a->cust_svc;
2183 my @b_cust_svc = $b->cust_svc;
2184 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2189 =item suspended_pkgs
2191 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2195 sub suspended_pkgs {
2197 grep { $_->susp } $self->ncancelled_pkgs;
2200 =item unflagged_suspended_pkgs
2202 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2203 customer (thouse packages without the `manual_flag' set).
2207 sub unflagged_suspended_pkgs {
2209 return $self->suspended_pkgs
2210 unless dbdef->table('cust_pkg')->column('manual_flag');
2211 grep { ! $_->manual_flag } $self->suspended_pkgs;
2214 =item unsuspended_pkgs
2216 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2221 sub unsuspended_pkgs {
2223 grep { ! $_->susp } $self->ncancelled_pkgs;
2226 =item next_bill_date
2228 Returns the next date this customer will be billed, as a UNIX timestamp, or
2229 undef if no active package has a next bill date.
2233 sub next_bill_date {
2235 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2238 =item num_cancelled_pkgs
2240 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2245 sub num_cancelled_pkgs {
2246 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2249 sub num_ncancelled_pkgs {
2250 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2254 my( $self ) = shift;
2255 my $sql = scalar(@_) ? shift : '';
2256 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2257 my $sth = dbh->prepare(
2258 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2259 ) or die dbh->errstr;
2260 $sth->execute($self->custnum) or die $sth->errstr;
2261 $sth->fetchrow_arrayref->[0];
2266 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2267 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2268 on success or a list of errors.
2274 grep { $_->unsuspend } $self->suspended_pkgs;
2279 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2281 Returns a list: an empty list on success or a list of errors.
2287 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2290 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2292 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2293 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2294 of a list of pkgparts; the hashref has the following keys:
2298 =item pkgparts - listref of pkgparts
2300 =item (other options are passed to the suspend method)
2305 Returns a list: an empty list on success or a list of errors.
2309 sub suspend_if_pkgpart {
2311 my (@pkgparts, %opt);
2312 if (ref($_[0]) eq 'HASH'){
2313 @pkgparts = @{$_[0]{pkgparts}};
2318 grep { $_->suspend(%opt) }
2319 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2320 $self->unsuspended_pkgs;
2323 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2325 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2326 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2327 instead of a list of pkgparts; the hashref has the following keys:
2331 =item pkgparts - listref of pkgparts
2333 =item (other options are passed to the suspend method)
2337 Returns a list: an empty list on success or a list of errors.
2341 sub suspend_unless_pkgpart {
2343 my (@pkgparts, %opt);
2344 if (ref($_[0]) eq 'HASH'){
2345 @pkgparts = @{$_[0]{pkgparts}};
2350 grep { $_->suspend(%opt) }
2351 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2352 $self->unsuspended_pkgs;
2355 =item cancel [ OPTION => VALUE ... ]
2357 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2359 Available options are:
2363 =item quiet - can be set true to supress email cancellation notices.
2365 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2367 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2369 =item nobill - can be set true to skip billing if it might otherwise be done.
2373 Always returns a list: an empty list on success or a list of errors.
2377 # nb that dates are not specified as valid options to this method
2380 my( $self, %opt ) = @_;
2382 warn "$me cancel called on customer ". $self->custnum. " with options ".
2383 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2386 return ( 'access denied' )
2387 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2389 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2391 #should try decryption (we might have the private key)
2392 # and if not maybe queue a job for the server that does?
2393 return ( "Can't (yet) ban encrypted credit cards" )
2394 if $self->is_encrypted($self->payinfo);
2396 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2397 my $error = $ban->insert;
2398 return ( $error ) if $error;
2402 my @pkgs = $self->ncancelled_pkgs;
2404 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2406 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2407 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2411 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2412 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2415 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2418 sub _banned_pay_hashref {
2429 'payby' => $payby2ban{$self->payby},
2430 'payinfo' => md5_base64($self->payinfo),
2431 #don't ever *search* on reason! #'reason' =>
2437 Returns all notes (see L<FS::cust_main_note>) for this customer.
2444 qsearch( 'cust_main_note',
2445 { 'custnum' => $self->custnum },
2447 'ORDER BY _DATE DESC'
2453 Returns the agent (see L<FS::agent>) for this customer.
2459 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2464 Returns the customer class, as an FS::cust_class object, or the empty string
2465 if there is no customer class.
2471 if ( $self->classnum ) {
2472 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2480 Returns the customer category name, or the empty string if there is no customer
2487 my $cust_class = $self->cust_class;
2489 ? $cust_class->categoryname
2495 Returns the customer class name, or the empty string if there is no customer
2502 my $cust_class = $self->cust_class;
2504 ? $cust_class->classname
2509 =item bill_and_collect
2511 Cancels and suspends any packages due, generates bills, applies payments and
2512 credits, and applies collection events to run cards, send bills and notices,
2515 By default, warns on errors and continues with the next operation (but see the
2516 "fatal" flag below).
2518 Options are passed as name-value pairs. Currently available options are:
2524 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2528 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2532 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2536 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2540 If set true, re-charges setup fees.
2544 If set any errors prevent subsequent operations from continusing. If set
2545 specifically to "return", returns the error (or false, if there is no error).
2546 Any other true value causes errors to die.
2550 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2554 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2555 options of those methods are also available.
2559 sub bill_and_collect {
2560 my( $self, %options ) = @_;
2564 #$options{actual_time} not $options{time} because freeside-daily -d is for
2565 #pre-printing invoices
2567 $options{'actual_time'} ||= time;
2569 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2571 $error = "Error expiring custnum ". $self->custnum. ": $error";
2572 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2573 elsif ( $options{fatal} ) { die $error; }
2574 else { warn $error; }
2577 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2579 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2580 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2581 elsif ( $options{fatal} ) { die $error; }
2582 else { warn $error; }
2585 $error = $self->bill( %options );
2587 $error = "Error billing custnum ". $self->custnum. ": $error";
2588 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2589 elsif ( $options{fatal} ) { die $error; }
2590 else { warn $error; }
2593 $error = $self->apply_payments_and_credits;
2595 $error = "Error applying custnum ". $self->custnum. ": $error";
2596 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2597 elsif ( $options{fatal} ) { die $error; }
2598 else { warn $error; }
2601 unless ( $conf->exists('cancelled_cust-noevents')
2602 && ! $self->num_ncancelled_pkgs
2604 $error = $self->collect( %options );
2606 $error = "Error collecting custnum ". $self->custnum. ": $error";
2607 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2608 elsif ($options{fatal} ) { die $error; }
2609 else { warn $error; }
2617 sub cancel_expired_pkgs {
2618 my ( $self, $time, %options ) = @_;
2620 my @cancel_pkgs = $self->ncancelled_pkgs( {
2621 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2626 foreach my $cust_pkg ( @cancel_pkgs ) {
2627 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2628 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2629 'reason_otaker' => $cpr->otaker
2633 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2636 scalar(@errors) ? join(' / ', @errors) : '';
2640 sub suspend_adjourned_pkgs {
2641 my ( $self, $time, %options ) = @_;
2643 my @susp_pkgs = $self->ncancelled_pkgs( {
2645 " AND ( susp IS NULL OR susp = 0 )
2646 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2647 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2652 #only because there's no SQL test for is_prepaid :/
2654 grep { ( $_->part_pkg->is_prepaid
2659 && $_->adjourn <= $time
2667 foreach my $cust_pkg ( @susp_pkgs ) {
2668 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2669 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2670 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2671 'reason_otaker' => $cpr->otaker
2675 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2678 scalar(@errors) ? join(' / ', @errors) : '';
2684 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2685 conjunction with the collect method by calling B<bill_and_collect>.
2687 If there is an error, returns the error, otherwise returns false.
2689 Options are passed as name-value pairs. Currently available options are:
2695 If set true, re-charges setup fees.
2699 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2703 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2707 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2709 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2713 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2717 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2721 This boolean value informs the us that the package is being cancelled. This
2722 typically might mean not charging the normal recurring fee but only usage
2723 fees since the last billing. Setup charges may be charged. Not all package
2724 plans support this feature (they tend to charge 0).
2728 Optional terms to be printed on this invoice. Otherwise, customer-specific
2729 terms or the default terms are used.
2736 my( $self, %options ) = @_;
2737 return '' if $self->payby eq 'COMP';
2738 warn "$me bill customer ". $self->custnum. "\n"
2741 my $time = $options{'time'} || time;
2742 my $invoice_time = $options{'invoice_time'} || $time;
2744 $options{'not_pkgpart'} ||= {};
2745 $options{'not_pkgpart'} = { map { $_ => 1 }
2746 split(/\s*,\s*/, $options{'not_pkgpart'})
2748 unless ref($options{'not_pkgpart'});
2750 local $SIG{HUP} = 'IGNORE';
2751 local $SIG{INT} = 'IGNORE';
2752 local $SIG{QUIT} = 'IGNORE';
2753 local $SIG{TERM} = 'IGNORE';
2754 local $SIG{TSTP} = 'IGNORE';
2755 local $SIG{PIPE} = 'IGNORE';
2757 my $oldAutoCommit = $FS::UID::AutoCommit;
2758 local $FS::UID::AutoCommit = 0;
2761 warn "$me acquiring lock on customer ". $self->custnum. "\n"
2764 $self->select_for_update; #mutex
2766 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
2769 my $error = $self->do_cust_event(
2770 'debug' => ( $options{'debug'} || 0 ),
2771 'time' => $invoice_time,
2772 'check_freq' => $options{'check_freq'},
2773 'stage' => 'pre-bill',
2776 $dbh->rollback if $oldAutoCommit;
2780 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
2783 #keep auto-charge and non-auto-charge line items separate
2784 my @passes = ( '', 'no_auto' );
2786 my %cust_bill_pkg = map { $_ => [] } @passes;
2789 # find the packages which are due for billing, find out how much they are
2790 # & generate invoice database.
2793 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2794 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2796 my %taxlisthash = map { $_ => {} } @passes;
2798 my @precommit_hooks = ();
2800 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2801 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2803 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2805 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2807 #? to avoid use of uninitialized value errors... ?
2808 $cust_pkg->setfield('bill', '')
2809 unless defined($cust_pkg->bill);
2811 #my $part_pkg = $cust_pkg->part_pkg;
2813 my $real_pkgpart = $cust_pkg->pkgpart;
2814 my %hash = $cust_pkg->hash;
2816 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2818 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2820 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2823 $self->_make_lines( 'part_pkg' => $part_pkg,
2824 'cust_pkg' => $cust_pkg,
2825 'precommit_hooks' => \@precommit_hooks,
2826 'line_items' => $cust_bill_pkg{$pass},
2827 'setup' => $total_setup{$pass},
2828 'recur' => $total_recur{$pass},
2829 'tax_matrix' => $taxlisthash{$pass},
2831 'real_pkgpart' => $real_pkgpart,
2832 'options' => \%options,
2835 $dbh->rollback if $oldAutoCommit;
2839 } #foreach my $part_pkg
2841 } #foreach my $cust_pkg
2843 #if the customer isn't on an automatic payby, everything can go on a single
2845 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
2846 #merge everything into one list
2849 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
2851 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
2853 next unless @cust_bill_pkg; #don't create an invoice w/o line items
2855 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2856 !$conf->exists('postal_invoice-recurring_only')
2860 my $postal_pkg = $self->charge_postal_fee();
2861 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2863 $dbh->rollback if $oldAutoCommit;
2864 return "can't charge postal invoice fee for customer ".
2865 $self->custnum. ": $postal_pkg";
2867 } elsif ( $postal_pkg ) {
2869 my $real_pkgpart = $postal_pkg->pkgpart;
2870 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2871 my %postal_options = %options;
2872 delete $postal_options{cancel};
2874 $self->_make_lines( 'part_pkg' => $part_pkg,
2875 'cust_pkg' => $postal_pkg,
2876 'precommit_hooks' => \@precommit_hooks,
2877 'line_items' => \@cust_bill_pkg,
2878 'setup' => $total_setup{$pass},
2879 'recur' => $total_recur{$pass},
2880 'tax_matrix' => $taxlisthash{$pass},
2882 'real_pkgpart' => $real_pkgpart,
2883 'options' => \%postal_options,
2886 $dbh->rollback if $oldAutoCommit;
2895 my $listref_or_error =
2896 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
2898 unless ( ref( $listref_or_error ) ) {
2899 $dbh->rollback if $oldAutoCommit;
2900 return $listref_or_error;
2903 foreach my $taxline ( @$listref_or_error ) {
2904 ${ $total_setup{$pass} } =
2905 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
2906 push @cust_bill_pkg, $taxline;
2909 #add tax adjustments
2910 warn "adding tax adjustments...\n" if $DEBUG > 2;
2911 foreach my $cust_tax_adjustment (
2912 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2918 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2920 my $itemdesc = $cust_tax_adjustment->taxname;
2921 $itemdesc = '' if $itemdesc eq 'Tax';
2923 push @cust_bill_pkg, new FS::cust_bill_pkg {
2929 'itemdesc' => $itemdesc,
2930 'itemcomment' => $cust_tax_adjustment->comment,
2931 'cust_tax_adjustment' => $cust_tax_adjustment,
2932 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2937 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
2939 my @cust_bill = $self->cust_bill;
2940 my $balance = $self->balance;
2941 my $previous_balance = scalar(@cust_bill)
2942 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2945 $previous_balance += $cust_bill[$#cust_bill]->charged
2946 if scalar(@cust_bill);
2947 #my $balance_adjustments =
2948 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2950 #create the new invoice
2951 my $cust_bill = new FS::cust_bill ( {
2952 'custnum' => $self->custnum,
2953 '_date' => ( $invoice_time ),
2954 'charged' => $charged,
2955 'billing_balance' => $balance,
2956 'previous_balance' => $previous_balance,
2957 'invoice_terms' => $options{'invoice_terms'},
2959 $error = $cust_bill->insert;
2961 $dbh->rollback if $oldAutoCommit;
2962 return "can't create invoice for customer #". $self->custnum. ": $error";
2965 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2966 $cust_bill_pkg->invnum($cust_bill->invnum);
2967 my $error = $cust_bill_pkg->insert;
2969 $dbh->rollback if $oldAutoCommit;
2970 return "can't create invoice line item: $error";
2974 } #foreach my $pass ( keys %cust_bill_pkg )
2976 foreach my $hook ( @precommit_hooks ) {
2978 &{$hook}; #($self) ?
2981 $dbh->rollback if $oldAutoCommit;
2982 return "$@ running precommit hook $hook\n";
2986 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2990 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2992 This is a weird one. Perhaps it should not even be exposed.
2994 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2995 Usually used internally by bill method B<bill>.
2997 If there is an error, returns the error, otherwise returns reference to a
2998 list of line items suitable for insertion.
3004 An array ref of the line items being billed.
3008 A strange beast. The keys to this hash are internal identifiers consisting
3009 of the name of the tax object type, a space, and its unique identifier ( e.g.
3010 'cust_main_county 23' ). The values of the hash are listrefs. The first
3011 item in the list is the tax object. The remaining items are either line
3012 items or floating point values (currency amounts).
3014 The taxes are calculated on this entity. Calculated exemption records are
3015 transferred to the LINEITEMREF items on the assumption that they are related.
3021 This specifies the date appearing on the associated invoice. Some
3022 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
3027 sub calculate_taxes {
3028 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
3030 my @tax_line_items = ();
3032 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
3034 # keys are tax names (as printed on invoices / itemdesc )
3035 # values are listrefs of taxlisthash keys (internal identifiers)
3038 # keys are taxlisthash keys (internal identifiers)
3039 # values are (cumulative) amounts
3042 # keys are taxlisthash keys (internal identifiers)
3043 # values are listrefs of cust_bill_pkg_tax_location hashrefs
3044 my %tax_location = ();
3046 # keys are taxlisthash keys (internal identifiers)
3047 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
3048 my %tax_rate_location = ();
3050 foreach my $tax ( keys %$taxlisthash ) {
3051 my $tax_object = shift @{ $taxlisthash->{$tax} };
3052 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
3053 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
3054 my $hashref_or_error =
3055 $tax_object->taxline( $taxlisthash->{$tax},
3056 'custnum' => $self->custnum,
3057 'invoice_time' => $invoice_time
3059 return $hashref_or_error unless ref($hashref_or_error);
3061 unshift @{ $taxlisthash->{$tax} }, $tax_object;
3063 my $name = $hashref_or_error->{'name'};
3064 my $amount = $hashref_or_error->{'amount'};
3066 #warn "adding $amount as $name\n";
3067 $taxname{ $name } ||= [];
3068 push @{ $taxname{ $name } }, $tax;
3070 $tax{ $tax } += $amount;
3072 $tax_location{ $tax } ||= [];
3073 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
3074 push @{ $tax_location{ $tax } },
3076 'taxnum' => $tax_object->taxnum,
3077 'taxtype' => ref($tax_object),
3078 'pkgnum' => $tax_object->get('pkgnum'),
3079 'locationnum' => $tax_object->get('locationnum'),
3080 'amount' => sprintf('%.2f', $amount ),
3084 $tax_rate_location{ $tax } ||= [];
3085 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3086 my $taxratelocationnum =
3087 $tax_object->tax_rate_location->taxratelocationnum;
3088 push @{ $tax_rate_location{ $tax } },
3090 'taxnum' => $tax_object->taxnum,
3091 'taxtype' => ref($tax_object),
3092 'amount' => sprintf('%.2f', $amount ),
3093 'locationtaxid' => $tax_object->location,
3094 'taxratelocationnum' => $taxratelocationnum,
3100 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3101 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3102 foreach my $tax ( keys %$taxlisthash ) {
3103 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3104 next unless ref($_) eq 'FS::cust_bill_pkg';
3106 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3107 splice( @{ $_->_cust_tax_exempt_pkg } );
3111 #consolidate and create tax line items
3112 warn "consolidating and generating...\n" if $DEBUG > 2;
3113 foreach my $taxname ( keys %taxname ) {
3116 my @cust_bill_pkg_tax_location = ();
3117 my @cust_bill_pkg_tax_rate_location = ();
3118 warn "adding $taxname\n" if $DEBUG > 1;
3119 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3120 next if $seen{$taxitem}++;
3121 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3122 $tax += $tax{$taxitem};
3123 push @cust_bill_pkg_tax_location,
3124 map { new FS::cust_bill_pkg_tax_location $_ }
3125 @{ $tax_location{ $taxitem } };
3126 push @cust_bill_pkg_tax_rate_location,
3127 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3128 @{ $tax_rate_location{ $taxitem } };
3132 $tax = sprintf('%.2f', $tax );
3134 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3140 if ( $pkg_category and
3141 $conf->config('invoice_latexsummary') ||
3142 $conf->config('invoice_htmlsummary')
3146 my %hash = ( 'section' => $pkg_category->categoryname );
3147 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3151 push @tax_line_items, new FS::cust_bill_pkg {
3157 'itemdesc' => $taxname,
3158 'display' => \@display,
3159 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3160 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3169 my ($self, %params) = @_;
3171 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3172 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3173 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3174 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3175 my $total_setup = $params{setup} or die "no setup accumulator specified";
3176 my $total_recur = $params{recur} or die "no recur accumulator specified";
3177 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3178 my $time = $params{'time'} or die "no time specified";
3179 my (%options) = %{$params{options}};
3182 my $real_pkgpart = $params{real_pkgpart};
3183 my %hash = $cust_pkg->hash;
3184 my $old_cust_pkg = new FS::cust_pkg \%hash;
3190 $cust_pkg->pkgpart($part_pkg->pkgpart);
3198 if ( $options{'resetup'}
3199 || ( ! $cust_pkg->setup
3200 && ( ! $cust_pkg->start_date
3201 || $cust_pkg->start_date <= $time
3203 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3204 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3205 ! $cust_pkg->getfield('susp')
3212 warn " bill setup\n" if $DEBUG > 1;
3215 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3216 return "$@ running calc_setup for $cust_pkg\n"
3219 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3221 $cust_pkg->setfield('setup', $time)
3222 unless $cust_pkg->setup;
3223 #do need it, but it won't get written to the db
3224 #|| $cust_pkg->pkgpart != $real_pkgpart;
3226 $cust_pkg->setfield('start_date', '')
3227 if $cust_pkg->start_date;
3232 # bill recurring fee
3235 #XXX unit stuff here too
3239 if ( ! $cust_pkg->get('susp')
3240 and ! $cust_pkg->get('start_date')
3241 and ( $part_pkg->getfield('freq') ne '0'
3242 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3244 || ( $part_pkg->plan eq 'voip_cdr'
3245 && $part_pkg->option('bill_every_call')
3247 || ( $options{cancel} )
3250 # XXX should this be a package event? probably. events are called
3251 # at collection time at the moment, though...
3252 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3253 if $part_pkg->can('reset_usage');
3254 #don't want to reset usage just cause we want a line item??
3255 #&& $part_pkg->pkgpart == $real_pkgpart;
3257 warn " bill recur\n" if $DEBUG > 1;
3260 # XXX shared with $recur_prog
3261 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3265 #over two params! lets at least switch to a hashref for the rest...
3266 my $increment_next_bill = ( $part_pkg->freq ne '0'
3267 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3268 && !$options{cancel}
3270 my %param = ( 'precommit_hooks' => $precommit_hooks,
3271 'increment_next_bill' => $increment_next_bill,
3272 'discounts' => \@discounts,
3275 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3276 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3277 return "$@ running $method for $cust_pkg\n"
3280 if ( $increment_next_bill ) {
3282 my $next_bill = $part_pkg->add_freq($sdate);
3283 return "unparsable frequency: ". $part_pkg->freq
3284 if $next_bill == -1;
3286 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3287 # only for figuring next bill date, nothing else, so, reset $sdate again
3289 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3290 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3291 $cust_pkg->last_bill($sdate);
3293 $cust_pkg->setfield('bill', $next_bill );
3299 warn "\$setup is undefined" unless defined($setup);
3300 warn "\$recur is undefined" unless defined($recur);
3301 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3304 # If there's line items, create em cust_bill_pkg records
3305 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3310 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3311 # hmm.. and if just the options are modified in some weird price plan?
3313 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3316 my $error = $cust_pkg->replace( $old_cust_pkg,
3317 'options' => { $cust_pkg->options },
3319 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3320 if $error; #just in case
3323 $setup = sprintf( "%.2f", $setup );
3324 $recur = sprintf( "%.2f", $recur );
3325 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3326 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3328 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3329 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3332 if ( $setup != 0 || $recur != 0 ) {
3334 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3337 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3339 warn " adding customer package invoice detail: $_\n"
3340 foreach @cust_pkg_detail;
3342 push @details, @cust_pkg_detail;
3344 my $cust_bill_pkg = new FS::cust_bill_pkg {
3345 'pkgnum' => $cust_pkg->pkgnum,
3347 'unitsetup' => $unitsetup,
3349 'unitrecur' => $unitrecur,
3350 'quantity' => $cust_pkg->quantity,
3351 'details' => \@details,
3352 'discounts' => \@discounts,
3353 'hidden' => $part_pkg->hidden,
3356 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3357 $cust_bill_pkg->sdate( $hash{last_bill} );
3358 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3359 $cust_bill_pkg->edate( $time ) if $options{cancel};
3360 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3361 $cust_bill_pkg->sdate( $sdate );
3362 $cust_bill_pkg->edate( $cust_pkg->bill );
3363 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3366 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3367 unless $part_pkg->pkgpart == $real_pkgpart;
3369 $$total_setup += $setup;
3370 $$total_recur += $recur;
3377 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3378 return $error if $error;
3380 push @$cust_bill_pkgs, $cust_bill_pkg;
3382 } #if $setup != 0 || $recur != 0
3392 my $part_pkg = shift;
3393 my $taxlisthash = shift;
3394 my $cust_bill_pkg = shift;
3395 my $cust_pkg = shift;
3396 my $invoice_time = shift;
3397 my $real_pkgpart = shift;
3398 my $options = shift;
3400 my %cust_bill_pkg = ();
3404 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3405 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3406 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3407 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3409 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3411 if ( $conf->exists('enable_taxproducts')
3412 && ( scalar($part_pkg->part_pkg_taxoverride)
3413 || $part_pkg->has_taxproduct
3418 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3419 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3422 foreach my $class (@classes) {
3423 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3424 return $err_or_ref unless ref($err_or_ref);
3425 $taxes{$class} = $err_or_ref;
3428 unless (exists $taxes{''}) {
3429 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3430 return $err_or_ref unless ref($err_or_ref);
3431 $taxes{''} = $err_or_ref;
3436 my @loc_keys = qw( city county state country );
3438 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3439 my $cust_location = $cust_pkg->cust_location;
3440 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3443 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3446 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3449 $taxhash{'taxclass'} = $part_pkg->taxclass;
3452 my %taxhash_elim = %taxhash;
3453 my @elim = qw( city county state );
3456 #first try a match with taxclass
3457 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3459 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3460 #then try a match without taxclass
3461 my %no_taxclass = %taxhash_elim;
3462 $no_taxclass{ 'taxclass' } = '';
3463 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3466 $taxhash_elim{ shift(@elim) } = '';
3468 } while ( !scalar(@taxes) && scalar(@elim) );
3470 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3472 if $self->cust_main_exemption; #just to be safe
3474 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3476 $_->set('pkgnum', $cust_pkg->pkgnum );
3477 $_->set('locationnum', $cust_pkg->locationnum );
3481 $taxes{''} = [ @taxes ];
3482 $taxes{'setup'} = [ @taxes ];
3483 $taxes{'recur'} = [ @taxes ];
3484 $taxes{$_} = [ @taxes ] foreach (@classes);
3486 # # maybe eliminate this entirely, along with all the 0% records
3487 # unless ( @taxes ) {
3489 # "fatal: can't find tax rate for state/county/country/taxclass ".
3490 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3493 } #if $conf->exists('enable_taxproducts') ...
3498 my $separate = $conf->exists('separate_usage');
3499 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3500 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3502 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3503 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3504 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3507 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3508 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3510 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3511 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3513 push @display, new FS::cust_bill_pkg_display
3516 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3520 if ($separate && $section && $summary) {
3521 push @display, new FS::cust_bill_pkg_display { type => 'U',
3526 if ($usage_mandate || $section && $summary) {
3527 $hash{post_total} = 'Y';
3530 $hash{section} = $section if ($separate || $usage_mandate);
3531 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3534 $cust_bill_pkg->set('display', \@display);
3536 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3537 foreach my $key (keys %tax_cust_bill_pkg) {
3538 my @taxes = @{ $taxes{$key} || [] };
3539 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3541 my %localtaxlisthash = ();
3542 foreach my $tax ( @taxes ) {
3544 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3545 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3546 # ' locationnum'. $cust_pkg->locationnum
3547 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3549 $taxlisthash->{ $taxname } ||= [ $tax ];
3550 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3552 $localtaxlisthash{ $taxname } ||= [ $tax ];
3553 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3557 warn "finding taxed taxes...\n" if $DEBUG > 2;
3558 foreach my $tax ( keys %localtaxlisthash ) {
3559 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3560 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3562 next unless $tax_object->can('tax_on_tax');
3564 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3565 my $totname = ref( $tot ). ' '. $tot->taxnum;
3567 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3569 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3571 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3572 my $hashref_or_error =
3573 $tax_object->taxline( $localtaxlisthash{$tax},
3574 'custnum' => $self->custnum,
3575 'invoice_time' => $invoice_time,
3577 return $hashref_or_error
3578 unless ref($hashref_or_error);
3580 $taxlisthash->{ $totname } ||= [ $tot ];
3581 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3593 my $part_pkg = shift;
3597 my $geocode = $self->geocode('cch');
3599 my @taxclassnums = map { $_->taxclassnum }
3600 $part_pkg->part_pkg_taxoverride($class);
3602 unless (@taxclassnums) {
3603 @taxclassnums = map { $_->taxclassnum }
3604 grep { $_->taxable eq 'Y' }
3605 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3607 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3612 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3614 @taxes = qsearch({ 'table' => 'tax_rate',
3615 'hashref' => { 'geocode' => $geocode, },
3616 'extra_sql' => $extra_sql,
3618 if scalar(@taxclassnums);
3620 warn "Found taxes ".
3621 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3628 =item collect [ HASHREF | OPTION => VALUE ... ]
3630 (Attempt to) collect money for this customer's outstanding invoices (see
3631 L<FS::cust_bill>). Usually used after the bill method.
3633 Actions are now triggered by billing events; see L<FS::part_event> and the
3634 billing events web interface. Old-style invoice events (see
3635 L<FS::part_bill_event>) have been deprecated.
3637 If there is an error, returns the error, otherwise returns false.
3639 Options are passed as name-value pairs.
3641 Currently available options are:
3647 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3651 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3655 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3659 set true to surpress email card/ACH decline notices.
3663 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3669 # allows for one time override of normal customer billing method
3674 my( $self, %options ) = @_;
3675 my $invoice_time = $options{'invoice_time'} || time;
3678 local $SIG{HUP} = 'IGNORE';
3679 local $SIG{INT} = 'IGNORE';
3680 local $SIG{QUIT} = 'IGNORE';
3681 local $SIG{TERM} = 'IGNORE';
3682 local $SIG{TSTP} = 'IGNORE';
3683 local $SIG{PIPE} = 'IGNORE';
3685 my $oldAutoCommit = $FS::UID::AutoCommit;
3686 local $FS::UID::AutoCommit = 0;
3689 $self->select_for_update; #mutex
3692 my $balance = $self->balance;
3693 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3696 if ( exists($options{'retry_card'}) ) {
3697 carp 'retry_card option passed to collect is deprecated; use retry';
3698 $options{'retry'} ||= $options{'retry_card'};
3700 if ( exists($options{'retry'}) && $options{'retry'} ) {
3701 my $error = $self->retry_realtime;
3703 $dbh->rollback if $oldAutoCommit;
3708 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3710 #never want to roll back an event just because it returned an error
3711 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3713 $self->do_cust_event(
3714 'debug' => ( $options{'debug'} || 0 ),
3715 'time' => $invoice_time,
3716 'check_freq' => $options{'check_freq'},
3717 'stage' => 'collect',
3722 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3724 Runs billing events; see L<FS::part_event> and the billing events web
3727 If there is an error, returns the error, otherwise returns false.
3729 Options are passed as name-value pairs.
3731 Currently available options are:
3737 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3741 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3745 "collect" (the default) or "pre-bill"
3749 set true to surpress email card/ACH decline notices.
3753 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3759 # allows for one time override of normal customer billing method
3763 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3766 my( $self, %options ) = @_;
3767 my $time = $options{'time'} || time;
3770 local $SIG{HUP} = 'IGNORE';
3771 local $SIG{INT} = 'IGNORE';
3772 local $SIG{QUIT} = 'IGNORE';
3773 local $SIG{TERM} = 'IGNORE';
3774 local $SIG{TSTP} = 'IGNORE';
3775 local $SIG{PIPE} = 'IGNORE';
3777 my $oldAutoCommit = $FS::UID::AutoCommit;
3778 local $FS::UID::AutoCommit = 0;
3781 $self->select_for_update; #mutex
3784 my $balance = $self->balance;
3785 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3788 # if ( exists($options{'retry_card'}) ) {
3789 # carp 'retry_card option passed to collect is deprecated; use retry';
3790 # $options{'retry'} ||= $options{'retry_card'};
3792 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3793 # my $error = $self->retry_realtime;
3795 # $dbh->rollback if $oldAutoCommit;
3800 # false laziness w/pay_batch::import_results
3802 my $due_cust_event = $self->due_cust_event(
3803 'debug' => ( $options{'debug'} || 0 ),
3805 'check_freq' => $options{'check_freq'},
3806 'stage' => ( $options{'stage'} || 'collect' ),
3808 unless( ref($due_cust_event) ) {
3809 $dbh->rollback if $oldAutoCommit;
3810 return $due_cust_event;
3813 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3814 #never want to roll back an event just because it or a different one
3816 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3818 foreach my $cust_event ( @$due_cust_event ) {
3822 #re-eval event conditions (a previous event could have changed things)
3823 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3824 #don't leave stray "new/locked" records around
3825 my $error = $cust_event->delete;
3826 return $error if $error;
3831 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3832 warn " running cust_event ". $cust_event->eventnum. "\n"
3835 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3836 if ( my $error = $cust_event->do_event() ) {
3837 #XXX wtf is this? figure out a proper dealio with return value
3849 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3851 Inserts database records for and returns an ordered listref of new events due
3852 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3853 events are due, an empty listref is returned. If there is an error, returns a
3854 scalar error message.
3856 To actually run the events, call each event's test_condition method, and if
3857 still true, call the event's do_event method.
3859 Options are passed as a hashref or as a list of name-value pairs. Available
3866 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3870 "collect" (the default) or "pre-bill"
3874 "Current time" for the events.
3878 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3882 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3886 Explicitly pass the objects to be tested (typically used with eventtable).
3890 Set to true to return the objects, but not actually insert them into the
3897 sub due_cust_event {
3899 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3902 #my $DEBUG = $opt{'debug'}
3903 local($DEBUG) = $opt{'debug'}
3904 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3906 warn "$me due_cust_event called with options ".
3907 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3910 $opt{'time'} ||= time;
3912 local $SIG{HUP} = 'IGNORE';
3913 local $SIG{INT} = 'IGNORE';
3914 local $SIG{QUIT} = 'IGNORE';
3915 local $SIG{TERM} = 'IGNORE';
3916 local $SIG{TSTP} = 'IGNORE';
3917 local $SIG{PIPE} = 'IGNORE';
3919 my $oldAutoCommit = $FS::UID::AutoCommit;
3920 local $FS::UID::AutoCommit = 0;
3923 $self->select_for_update #mutex
3924 unless $opt{testonly};
3927 # find possible events (initial search)
3930 my @cust_event = ();
3932 my @eventtable = $opt{'eventtable'}
3933 ? ( $opt{'eventtable'} )
3934 : FS::part_event->eventtables_runorder;
3936 foreach my $eventtable ( @eventtable ) {
3939 if ( $opt{'objects'} ) {
3941 @objects = @{ $opt{'objects'} };
3945 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3946 @objects = ( $eventtable eq 'cust_main' )
3948 : ( $self->$eventtable() );
3952 my @e_cust_event = ();
3954 my $cross = "CROSS JOIN $eventtable";
3955 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3956 unless $eventtable eq 'cust_main';
3958 foreach my $object ( @objects ) {
3960 #this first search uses the condition_sql magic for optimization.
3961 #the more possible events we can eliminate in this step the better
3963 my $cross_where = '';
3964 my $pkey = $object->primary_key;
3965 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3967 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3969 FS::part_event_condition->where_conditions_sql( $eventtable,
3970 'time'=>$opt{'time'}
3972 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3974 $extra_sql = "AND $extra_sql" if $extra_sql;
3976 #here is the agent virtualization
3977 $extra_sql .= " AND ( part_event.agentnum IS NULL
3978 OR part_event.agentnum = ". $self->agentnum. ' )';
3980 $extra_sql .= " $order";
3982 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3983 if $opt{'debug'} > 2;
3984 my @part_event = qsearch( {
3985 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3986 'select' => 'part_event.*',
3987 'table' => 'part_event',
3988 'addl_from' => "$cross $join",
3989 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3990 'eventtable' => $eventtable,
3993 'extra_sql' => "AND $cross_where $extra_sql",
3997 my $pkey = $object->primary_key;
3998 warn " ". scalar(@part_event).
3999 " possible events found for $eventtable ". $object->$pkey(). "\n";
4002 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
4006 warn " ". scalar(@e_cust_event).
4007 " subtotal possible cust events found for $eventtable\n"
4010 push @cust_event, @e_cust_event;
4014 warn " ". scalar(@cust_event).
4015 " total possible cust events found in initial search\n"
4023 $opt{stage} ||= 'collect';
4025 grep { my $stage = $_->part_event->event_stage;
4026 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
4036 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
4037 'stats_hashref' => \%unsat ),
4040 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
4043 warn " invalid conditions not eliminated with condition_sql:\n".
4044 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
4045 if keys %unsat && $DEBUG; # > 1;
4051 unless( $opt{testonly} ) {
4052 foreach my $cust_event ( @cust_event ) {
4054 my $error = $cust_event->insert();
4056 $dbh->rollback if $oldAutoCommit;
4063 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4069 warn " returning events: ". Dumper(@cust_event). "\n"
4076 =item retry_realtime
4078 Schedules realtime / batch credit card / electronic check / LEC billing
4079 events for for retry. Useful if card information has changed or manual
4080 retry is desired. The 'collect' method must be called to actually retry
4083 Implementation details: For either this customer, or for each of this
4084 customer's open invoices, changes the status of the first "done" (with
4085 statustext error) realtime processing event to "failed".
4089 sub retry_realtime {
4092 local $SIG{HUP} = 'IGNORE';
4093 local $SIG{INT} = 'IGNORE';
4094 local $SIG{QUIT} = 'IGNORE';
4095 local $SIG{TERM} = 'IGNORE';
4096 local $SIG{TSTP} = 'IGNORE';
4097 local $SIG{PIPE} = 'IGNORE';
4099 my $oldAutoCommit = $FS::UID::AutoCommit;
4100 local $FS::UID::AutoCommit = 0;
4103 #a little false laziness w/due_cust_event (not too bad, really)
4105 my $join = FS::part_event_condition->join_conditions_sql;
4106 my $order = FS::part_event_condition->order_conditions_sql;
4109 . join ( ' OR ' , map {
4110 "( part_event.eventtable = " . dbh->quote($_)
4111 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4112 } FS::part_event->eventtables)
4115 #here is the agent virtualization
4116 my $agent_virt = " ( part_event.agentnum IS NULL
4117 OR part_event.agentnum = ". $self->agentnum. ' )';
4119 #XXX this shouldn't be hardcoded, actions should declare it...
4120 my @realtime_events = qw(
4121 cust_bill_realtime_card
4122 cust_bill_realtime_check
4123 cust_bill_realtime_lec
4127 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4132 my @cust_event = qsearchs({
4133 'table' => 'cust_event',
4134 'select' => 'cust_event.*',
4135 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4136 'hashref' => { 'status' => 'done' },
4137 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4138 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4141 my %seen_invnum = ();
4142 foreach my $cust_event (@cust_event) {
4144 #max one for the customer, one for each open invoice
4145 my $cust_X = $cust_event->cust_X;
4146 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4150 or $cust_event->part_event->eventtable eq 'cust_bill'
4153 my $error = $cust_event->retry;
4155 $dbh->rollback if $oldAutoCommit;
4156 return "error scheduling event for retry: $error";
4161 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4169 =item realtime_collect [ OPTION => VALUE ... ]
4171 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4172 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4173 gateway. See L<http://420.am/business-onlinepayment> and
4174 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4176 On failure returns an error message.
4178 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4180 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4182 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4183 then it is deduced from the customer record.
4185 If no I<amount> is specified, then the customer balance is used.
4187 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4188 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4189 if set, will override the value from the customer record.
4191 I<description> is a free-text field passed to the gateway. It defaults to
4192 the value defined by the business-onlinepayment-description configuration
4193 option, or "Internet services" if that is unset.
4195 If an I<invnum> is specified, this payment (if successful) is applied to the
4196 specified invoice. If you don't specify an I<invnum> you might want to
4197 call the B<apply_payments> method or set the I<apply> option.
4199 I<apply> can be set to true to apply a resulting payment.
4201 I<quiet> can be set true to surpress email decline notices.
4203 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4204 resulting paynum, if any.
4206 I<payunique> is a unique identifier for this payment.
4208 I<session_id> is a session identifier associated with this payment.
4210 I<depend_jobnum> allows payment capture to unlock export jobs
4214 sub realtime_collect {
4215 my( $self, %options ) = @_;
4218 warn "$me realtime_collect:\n";
4219 warn " $_ => $options{$_}\n" foreach keys %options;
4222 $options{amount} = $self->balance unless exists( $options{amount} );
4223 $options{method} = FS::payby->payby2bop($self->payby)
4224 unless exists( $options{method} );
4226 return $self->realtime_bop({%options});
4230 =item realtime_bop { [ ARG => VALUE ... ] }
4232 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4233 via a Business::OnlinePayment realtime gateway. See
4234 L<http://420.am/business-onlinepayment> for supported gateways.
4236 Required arguments in the hashref are I<method>, and I<amount>
4238 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4240 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4242 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4243 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4244 if set, will override the value from the customer record.
4246 I<description> is a free-text field passed to the gateway. It defaults to
4247 the value defined by the business-onlinepayment-description configuration
4248 option, or "Internet services" if that is unset.
4250 If an I<invnum> is specified, this payment (if successful) is applied to the
4251 specified invoice. If you don't specify an I<invnum> you might want to
4252 call the B<apply_payments> method or set the I<apply> option.
4254 I<apply> can be set to true to apply a resulting payment.
4256 I<quiet> can be set true to surpress email decline notices.
4258 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4259 resulting paynum, if any.
4261 I<payunique> is a unique identifier for this payment.
4263 I<session_id> is a session identifier associated with this payment.
4265 I<depend_jobnum> allows payment capture to unlock export jobs
4267 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4271 # some helper routines
4272 sub _bop_recurring_billing {
4273 my( $self, %opt ) = @_;
4275 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4277 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4279 return 1 if $opt{'trans_is_recur'};
4283 my %hash = ( 'custnum' => $self->custnum,
4288 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4289 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4299 sub _payment_gateway {
4300 my ($self, $options) = @_;
4302 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4303 unless exists($options->{payment_gateway});
4305 $options->{payment_gateway};
4309 my ($self, $options) = @_;
4312 'login' => $options->{payment_gateway}->gateway_username,
4313 'password' => $options->{payment_gateway}->gateway_password,
4318 my ($self, $options) = @_;
4320 $options->{payment_gateway}->gatewaynum
4321 ? $options->{payment_gateway}->options
4322 : @{ $options->{payment_gateway}->get('options') };
4327 my ($self, $options) = @_;
4329 unless ( $options->{'description'} ) {
4330 if ( $conf->exists('business-onlinepayment-description') ) {
4331 my $dtempl = $conf->config('business-onlinepayment-description');
4333 my $agent = $self->agent->agent;
4335 $options->{'description'} = eval qq("$dtempl");
4337 $options->{'description'} = 'Internet services';
4341 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4342 $options->{invnum} ||= '';
4343 $options->{payname} = $self->payname unless exists( $options->{payname} );
4347 my ($self, $options) = @_;
4350 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4351 $content{customer_ip} = $payip if length($payip);
4353 $content{invoice_number} = $options->{'invnum'}
4354 if exists($options->{'invnum'}) && length($options->{'invnum'});
4356 $content{email_customer} =
4357 ( $conf->exists('business-onlinepayment-email_customer')
4358 || $conf->exists('business-onlinepayment-email-override') );
4360 my ($payname, $payfirst, $paylast);
4361 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4362 ($payname = $options->{payname}) =~
4363 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4364 or return "Illegal payname $payname";
4365 ($payfirst, $paylast) = ($1, $2);
4367 $payfirst = $self->getfield('first');
4368 $paylast = $self->getfield('last');
4369 $payname = "$payfirst $paylast";
4372 $content{last_name} = $paylast;
4373 $content{first_name} = $payfirst;
4375 $content{name} = $payname;
4377 $content{address} = exists($options->{'address1'})
4378 ? $options->{'address1'}
4380 my $address2 = exists($options->{'address2'})
4381 ? $options->{'address2'}
4383 $content{address} .= ", ". $address2 if length($address2);
4385 $content{city} = exists($options->{city})
4388 $content{state} = exists($options->{state})
4391 $content{zip} = exists($options->{zip})
4394 $content{country} = exists($options->{country})
4395 ? $options->{country}
4398 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4399 $content{phone} = $self->daytime || $self->night;
4404 my %bop_method2payby = (
4414 if (ref($_[0]) eq 'HASH') {
4415 %options = %{$_[0]};
4417 my ( $method, $amount ) = ( shift, shift );
4419 $options{method} = $method;
4420 $options{amount} = $amount;
4424 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4425 warn " $_ => $options{$_}\n" foreach keys %options;
4428 return $self->fake_bop(%options) if $options{'fake'};
4430 $self->_bop_defaults(\%options);
4433 # set trans_is_recur based on invnum if there is one
4436 my $trans_is_recur = 0;
4437 if ( $options{'invnum'} ) {
4439 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4440 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4443 map { $_->part_pkg }
4445 map { $_->cust_pkg }
4446 $cust_bill->cust_bill_pkg;
4449 if grep { $_->freq ne '0' } @part_pkg;
4457 my $payment_gateway = $self->_payment_gateway( \%options );
4458 my $namespace = $payment_gateway->gateway_namespace;
4460 eval "use $namespace";
4464 # check for banned credit card/ACH
4467 my $ban = qsearchs('banned_pay', {
4468 'payby' => $bop_method2payby{$options{method}},
4469 'payinfo' => md5_base64($options{payinfo}),
4471 return "Banned credit card" if $ban;
4477 my $bop_content = $self->_bop_content(\%options);
4478 return $bop_content unless ref($bop_content);
4480 my @invoicing_list = $self->invoicing_list_emailonly;
4481 if ( $conf->exists('emailinvoiceautoalways')
4482 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4483 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4484 push @invoicing_list, $self->all_emails;
4487 my $email = ($conf->exists('business-onlinepayment-email-override'))
4488 ? $conf->config('business-onlinepayment-email-override')
4489 : $invoicing_list[0];
4493 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4495 $content{card_number} = $options{payinfo};
4496 $paydate = exists($options{'paydate'})
4497 ? $options{'paydate'}
4499 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4500 $content{expiration} = "$2/$1";
4502 my $paycvv = exists($options{'paycvv'})
4503 ? $options{'paycvv'}
4505 $content{cvv2} = $paycvv
4508 my $paystart_month = exists($options{'paystart_month'})
4509 ? $options{'paystart_month'}
4510 : $self->paystart_month;
4512 my $paystart_year = exists($options{'paystart_year'})
4513 ? $options{'paystart_year'}
4514 : $self->paystart_year;
4516 $content{card_start} = "$paystart_month/$paystart_year"
4517 if $paystart_month && $paystart_year;
4519 my $payissue = exists($options{'payissue'})
4520 ? $options{'payissue'}
4522 $content{issue_number} = $payissue if $payissue;
4524 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4525 'trans_is_recur' => $trans_is_recur,
4529 $content{recurring_billing} = 'YES';
4530 $content{acct_code} = 'rebill'
4531 if $conf->exists('credit_card-recurring_billing_acct_code');
4534 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4535 ( $content{account_number}, $content{routing_code} ) =
4536 split('@', $options{payinfo});
4537 $content{bank_name} = $options{payname};
4538 $content{bank_state} = exists($options{'paystate'})
4539 ? $options{'paystate'}
4540 : $self->getfield('paystate');
4541 $content{account_type} = exists($options{'paytype'})
4542 ? uc($options{'paytype'}) || 'CHECKING'
4543 : uc($self->getfield('paytype')) || 'CHECKING';
4544 $content{account_name} = $self->getfield('first'). ' '.
4545 $self->getfield('last');
4547 $content{customer_org} = $self->company ? 'B' : 'I';
4548 $content{state_id} = exists($options{'stateid'})
4549 ? $options{'stateid'}
4550 : $self->getfield('stateid');
4551 $content{state_id_state} = exists($options{'stateid_state'})
4552 ? $options{'stateid_state'}
4553 : $self->getfield('stateid_state');
4554 $content{customer_ssn} = exists($options{'ss'})
4557 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4558 $content{phone} = $options{payinfo};
4559 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4566 # run transaction(s)
4569 my $balance = exists( $options{'balance'} )
4570 ? $options{'balance'}
4573 $self->select_for_update; #mutex ... just until we get our pending record in
4575 #the checks here are intended to catch concurrent payments
4576 #double-form-submission prevention is taken care of in cust_pay_pending::check
4579 return "The customer's balance has changed; $options{method} transaction aborted."
4580 if $self->balance < $balance;
4581 #&& $self->balance < $options{amount}; #might as well anyway?
4583 #also check and make sure there aren't *other* pending payments for this cust
4585 my @pending = qsearch('cust_pay_pending', {
4586 'custnum' => $self->custnum,
4587 'status' => { op=>'!=', value=>'done' }
4589 return "A payment is already being processed for this customer (".
4590 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4591 "); $options{method} transaction aborted."
4592 if scalar(@pending);
4594 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4596 my $cust_pay_pending = new FS::cust_pay_pending {
4597 'custnum' => $self->custnum,
4598 #'invnum' => $options{'invnum'},
4599 'paid' => $options{amount},
4601 'payby' => $bop_method2payby{$options{method}},
4602 'payinfo' => $options{payinfo},
4603 'paydate' => $paydate,
4604 'recurring_billing' => $content{recurring_billing},
4605 'pkgnum' => $options{'pkgnum'},
4607 'gatewaynum' => $payment_gateway->gatewaynum || '',
4608 'session_id' => $options{session_id} || '',
4609 'jobnum' => $options{depend_jobnum} || '',
4611 $cust_pay_pending->payunique( $options{payunique} )
4612 if defined($options{payunique}) && length($options{payunique});
4613 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4614 return $cpp_new_err if $cpp_new_err;
4616 my( $action1, $action2 ) =
4617 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4619 my $transaction = new $namespace( $payment_gateway->gateway_module,
4620 $self->_bop_options(\%options),
4623 $transaction->content(
4624 'type' => $options{method},
4625 $self->_bop_auth(\%options),
4626 'action' => $action1,
4627 'description' => $options{'description'},
4628 'amount' => $options{amount},
4629 #'invoice_number' => $options{'invnum'},
4630 'customer_id' => $self->custnum,
4632 'reference' => $cust_pay_pending->paypendingnum, #for now
4637 $cust_pay_pending->status('pending');
4638 my $cpp_pending_err = $cust_pay_pending->replace;
4639 return $cpp_pending_err if $cpp_pending_err;
4642 my $BOP_TESTING = 0;
4643 my $BOP_TESTING_SUCCESS = 1;
4645 unless ( $BOP_TESTING ) {
4646 $transaction->test_transaction(1)
4647 if $conf->exists('business-onlinepayment-test_transaction');
4648 $transaction->submit();
4650 if ( $BOP_TESTING_SUCCESS ) {
4651 $transaction->is_success(1);
4652 $transaction->authorization('fake auth');
4654 $transaction->is_success(0);
4655 $transaction->error_message('fake failure');
4659 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4661 return { reference => $cust_pay_pending->paypendingnum,
4662 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4664 } elsif ( $transaction->is_success() && $action2 ) {
4666 $cust_pay_pending->status('authorized');
4667 my $cpp_authorized_err = $cust_pay_pending->replace;
4668 return $cpp_authorized_err if $cpp_authorized_err;
4670 my $auth = $transaction->authorization;
4671 my $ordernum = $transaction->can('order_number')
4672 ? $transaction->order_number
4676 new Business::OnlinePayment( $payment_gateway->gateway_module,
4677 $self->_bop_options(\%options),
4682 type => $options{method},
4684 $self->_bop_auth(\%options),
4685 order_number => $ordernum,
4686 amount => $options{amount},
4687 authorization => $auth,
4688 description => $options{'description'},
4691 foreach my $field (qw( authorization_source_code returned_ACI
4692 transaction_identifier validation_code
4693 transaction_sequence_num local_transaction_date
4694 local_transaction_time AVS_result_code )) {
4695 $capture{$field} = $transaction->$field() if $transaction->can($field);
4698 $capture->content( %capture );
4700 $capture->test_transaction(1)
4701 if $conf->exists('business-onlinepayment-test_transaction');
4704 unless ( $capture->is_success ) {
4705 my $e = "Authorization successful but capture failed, custnum #".
4706 $self->custnum. ': '. $capture->result_code.
4707 ": ". $capture->error_message;
4715 # remove paycvv after initial transaction
4718 #false laziness w/misc/process/payment.cgi - check both to make sure working
4720 if ( defined $self->dbdef_table->column('paycvv')
4721 && length($self->paycvv)
4722 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4724 my $error = $self->remove_cvv;
4726 warn "WARNING: error removing cvv: $error\n";
4735 if ( $transaction->can('card_token') && $transaction->card_token ) {
4737 $self->card_token($transaction->card_token);
4739 if ( $options{'payinfo'} eq $self->payinfo ) {
4740 $self->payinfo($transaction->card_token);
4741 my $error = $self->replace;
4743 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4753 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4765 if (ref($_[0]) eq 'HASH') {
4766 %options = %{$_[0]};
4768 my ( $method, $amount ) = ( shift, shift );
4770 $options{method} = $method;
4771 $options{amount} = $amount;
4774 if ( $options{'fake_failure'} ) {
4775 return "Error: No error; test failure requested with fake_failure";
4779 #if ( $payment_gateway->gatewaynum ) { # agent override
4780 # $paybatch = $payment_gateway->gatewaynum. '-';
4783 #$paybatch .= "$processor:". $transaction->authorization;
4785 #$paybatch .= ':'. $transaction->order_number
4786 # if $transaction->can('order_number')
4787 # && length($transaction->order_number);
4789 my $paybatch = 'FakeProcessor:54:32';
4791 my $cust_pay = new FS::cust_pay ( {
4792 'custnum' => $self->custnum,
4793 'invnum' => $options{'invnum'},
4794 'paid' => $options{amount},
4796 'payby' => $bop_method2payby{$options{method}},
4797 #'payinfo' => $payinfo,
4798 'payinfo' => '4111111111111111',
4799 'paybatch' => $paybatch,
4800 #'paydate' => $paydate,
4801 'paydate' => '2012-05-01',
4803 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4805 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4808 $cust_pay->invnum(''); #try again with no specific invnum
4809 my $error2 = $cust_pay->insert( $options{'manual'} ?
4810 ( 'manual' => 1 ) : ()
4813 # gah, even with transactions.
4814 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4815 "error inserting (fake!) payment: $error2".
4816 " (previously tried insert with invnum #$options{'invnum'}" .
4823 if ( $options{'paynum_ref'} ) {
4824 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4827 return ''; #no error
4832 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4834 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4835 # phone bill transaction.
4837 sub _realtime_bop_result {
4838 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4840 warn "$me _realtime_bop_result: pending transaction ".
4841 $cust_pay_pending->paypendingnum. "\n";
4842 warn " $_ => $options{$_}\n" foreach keys %options;
4845 my $payment_gateway = $options{payment_gateway}
4846 or return "no payment gateway in arguments to _realtime_bop_result";
4848 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4849 my $cpp_captured_err = $cust_pay_pending->replace;
4850 return $cpp_captured_err if $cpp_captured_err;
4852 if ( $transaction->is_success() ) {
4855 if ( $payment_gateway->gatewaynum ) { # agent override
4856 $paybatch = $payment_gateway->gatewaynum. '-';
4859 $paybatch .= $payment_gateway->gateway_module. ":".
4860 $transaction->authorization;
4862 $paybatch .= ':'. $transaction->order_number
4863 if $transaction->can('order_number')
4864 && length($transaction->order_number);
4866 my $cust_pay = new FS::cust_pay ( {
4867 'custnum' => $self->custnum,
4868 'invnum' => $options{'invnum'},
4869 'paid' => $cust_pay_pending->paid,
4871 'payby' => $cust_pay_pending->payby,
4872 'payinfo' => $options{'payinfo'},
4873 'paybatch' => $paybatch,
4874 'paydate' => $cust_pay_pending->paydate,
4875 'pkgnum' => $cust_pay_pending->pkgnum,
4877 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4878 $cust_pay->payunique( $options{payunique} )
4879 if defined($options{payunique}) && length($options{payunique});
4881 my $oldAutoCommit = $FS::UID::AutoCommit;
4882 local $FS::UID::AutoCommit = 0;
4885 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4887 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4890 $cust_pay->invnum(''); #try again with no specific invnum
4891 my $error2 = $cust_pay->insert( $options{'manual'} ?
4892 ( 'manual' => 1 ) : ()
4895 # gah. but at least we have a record of the state we had to abort in
4896 # from cust_pay_pending now.
4897 my $e = "WARNING: $options{method} captured but payment not recorded -".
4898 " error inserting payment (". $payment_gateway->gateway_module.
4900 " (previously tried insert with invnum #$options{'invnum'}" .
4901 ": $error ) - pending payment saved as paypendingnum ".
4902 $cust_pay_pending->paypendingnum. "\n";
4908 my $jobnum = $cust_pay_pending->jobnum;
4910 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4912 unless ( $placeholder ) {
4913 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4914 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4915 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4920 $error = $placeholder->delete;
4923 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4924 my $e = "WARNING: $options{method} captured but could not delete ".
4925 "job $jobnum for paypendingnum ".
4926 $cust_pay_pending->paypendingnum. ": $error\n";
4933 if ( $options{'paynum_ref'} ) {
4934 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4937 $cust_pay_pending->status('done');
4938 $cust_pay_pending->statustext('captured');
4939 $cust_pay_pending->paynum($cust_pay->paynum);
4940 my $cpp_done_err = $cust_pay_pending->replace;
4942 if ( $cpp_done_err ) {
4944 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4945 my $e = "WARNING: $options{method} captured but payment not recorded - ".
4946 "error updating status for paypendingnum ".
4947 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4953 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4955 if ( $options{'apply'} ) {
4956 my $apply_error = $self->apply_payments_and_credits;
4957 if ( $apply_error ) {
4958 warn "WARNING: error applying payment: $apply_error\n";
4959 #but we still should return no error cause the payment otherwise went
4964 return ''; #no error
4970 my $perror = $payment_gateway->gateway_module. " error: ".
4971 $transaction->error_message;
4973 my $jobnum = $cust_pay_pending->jobnum;
4975 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4977 if ( $placeholder ) {
4978 my $error = $placeholder->depended_delete;
4979 $error ||= $placeholder->delete;
4980 warn "error removing provisioning jobs after declined paypendingnum ".
4981 $cust_pay_pending->paypendingnum. "\n";
4983 my $e = "error finding job $jobnum for declined paypendingnum ".
4984 $cust_pay_pending->paypendingnum. "\n";
4990 unless ( $transaction->error_message ) {
4993 if ( $transaction->can('response_page') ) {
4995 'page' => ( $transaction->can('response_page')
4996 ? $transaction->response_page
4999 'code' => ( $transaction->can('response_code')
5000 ? $transaction->response_code
5003 'headers' => ( $transaction->can('response_headers')
5004 ? $transaction->response_headers
5010 "No additional debugging information available for ".
5011 $payment_gateway->gateway_module;
5014 $perror .= "No error_message returned from ".
5015 $payment_gateway->gateway_module. " -- ".
5016 ( ref($t_response) ? Dumper($t_response) : $t_response );
5020 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5021 && $conf->exists('emaildecline')
5022 && grep { $_ ne 'POST' } $self->invoicing_list
5023 && ! grep { $transaction->error_message =~ /$_/ }
5024 $conf->config('emaildecline-exclude')
5026 my @templ = $conf->config('declinetemplate');
5027 my $template = new Text::Template (
5029 SOURCE => [ map "$_\n", @templ ],
5030 ) or return "($perror) can't create template: $Text::Template::ERROR";
5031 $template->compile()
5032 or return "($perror) can't compile template: $Text::Template::ERROR";
5036 scalar( $conf->config('company_name', $self->agentnum ) ),
5037 'company_address' =>
5038 join("\n", $conf->config('company_address', $self->agentnum ) ),
5039 'error' => $transaction->error_message,
5042 my $error = send_email(
5043 'from' => $conf->config('invoice_from', $self->agentnum ),
5044 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5045 'subject' => 'Your payment could not be processed',
5046 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5049 $perror .= " (also received error sending decline notification: $error)"
5054 $cust_pay_pending->status('done');
5055 $cust_pay_pending->statustext("declined: $perror");
5056 my $cpp_done_err = $cust_pay_pending->replace;
5057 if ( $cpp_done_err ) {
5058 my $e = "WARNING: $options{method} declined but pending payment not ".
5059 "resolved - error updating status for paypendingnum ".
5060 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5062 $perror = "$e ($perror)";
5070 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5072 Verifies successful third party processing of a realtime credit card,
5073 ACH (electronic check) or phone bill transaction via a
5074 Business::OnlineThirdPartyPayment realtime gateway. See
5075 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5077 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5079 The additional options I<payname>, I<city>, I<state>,
5080 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5081 if set, will override the value from the customer record.
5083 I<description> is a free-text field passed to the gateway. It defaults to
5084 "Internet services".
5086 If an I<invnum> is specified, this payment (if successful) is applied to the
5087 specified invoice. If you don't specify an I<invnum> you might want to
5088 call the B<apply_payments> method.
5090 I<quiet> can be set true to surpress email decline notices.
5092 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5093 resulting paynum, if any.
5095 I<payunique> is a unique identifier for this payment.
5097 Returns a hashref containing elements bill_error (which will be undefined
5098 upon success) and session_id of any associated session.
5102 sub realtime_botpp_capture {
5103 my( $self, $cust_pay_pending, %options ) = @_;
5105 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5106 warn " $_ => $options{$_}\n" foreach keys %options;
5109 eval "use Business::OnlineThirdPartyPayment";
5113 # select the gateway
5116 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5118 my $payment_gateway = $cust_pay_pending->gatewaynum
5119 ? qsearchs( 'payment_gateway',
5120 { gatewaynum => $cust_pay_pending->gatewaynum }
5122 : $self->agent->payment_gateway( 'method' => $method,
5123 # 'invnum' => $cust_pay_pending->invnum,
5124 # 'payinfo' => $cust_pay_pending->payinfo,
5127 $options{payment_gateway} = $payment_gateway; # for the helper subs
5133 my @invoicing_list = $self->invoicing_list_emailonly;
5134 if ( $conf->exists('emailinvoiceautoalways')
5135 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5136 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5137 push @invoicing_list, $self->all_emails;
5140 my $email = ($conf->exists('business-onlinepayment-email-override'))
5141 ? $conf->config('business-onlinepayment-email-override')
5142 : $invoicing_list[0];
5146 $content{email_customer} =
5147 ( $conf->exists('business-onlinepayment-email_customer')
5148 || $conf->exists('business-onlinepayment-email-override') );
5151 # run transaction(s)
5155 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5156 $self->_bop_options(\%options),
5159 $transaction->reference({ %options });
5161 $transaction->content(
5163 $self->_bop_auth(\%options),
5164 'action' => 'Post Authorization',
5165 'description' => $options{'description'},
5166 'amount' => $cust_pay_pending->paid,
5167 #'invoice_number' => $options{'invnum'},
5168 'customer_id' => $self->custnum,
5169 'referer' => 'http://cleanwhisker.420.am/',
5170 'reference' => $cust_pay_pending->paypendingnum,
5172 'phone' => $self->daytime || $self->night,
5174 # plus whatever is required for bogus capture avoidance
5177 $transaction->submit();
5180 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5183 bill_error => $error,
5184 session_id => $cust_pay_pending->session_id,
5189 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5193 sub default_payment_gateway {
5194 my( $self, $method ) = @_;
5196 die "Real-time processing not enabled\n"
5197 unless $conf->exists('business-onlinepayment');
5199 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5202 my $bop_config = 'business-onlinepayment';
5203 $bop_config .= '-ach'
5204 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5205 my ( $processor, $login, $password, $action, @bop_options ) =
5206 $conf->config($bop_config);
5207 $action ||= 'normal authorization';
5208 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5209 die "No real-time processor is enabled - ".
5210 "did you set the business-onlinepayment configuration value?\n"
5213 ( $processor, $login, $password, $action, @bop_options )
5218 Removes the I<paycvv> field from the database directly.
5220 If there is an error, returns the error, otherwise returns false.
5226 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5227 or return dbh->errstr;
5228 $sth->execute($self->custnum)
5229 or return $sth->errstr;
5234 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5236 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5237 via a Business::OnlinePayment realtime gateway. See
5238 L<http://420.am/business-onlinepayment> for supported gateways.
5240 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5242 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5244 Most gateways require a reference to an original payment transaction to refund,
5245 so you probably need to specify a I<paynum>.
5247 I<amount> defaults to the original amount of the payment if not specified.
5249 I<reason> specifies a reason for the refund.
5251 I<paydate> specifies the expiration date for a credit card overriding the
5252 value from the customer record or the payment record. Specified as yyyy-mm-dd
5254 Implementation note: If I<amount> is unspecified or equal to the amount of the
5255 orignal payment, first an attempt is made to "void" the transaction via
5256 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5257 the normal attempt is made to "refund" ("credit") the transaction via the
5258 gateway is attempted.
5260 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5261 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5262 #if set, will override the value from the customer record.
5264 #If an I<invnum> is specified, this payment (if successful) is applied to the
5265 #specified invoice. If you don't specify an I<invnum> you might want to
5266 #call the B<apply_payments> method.
5270 #some false laziness w/realtime_bop, not enough to make it worth merging
5271 #but some useful small subs should be pulled out
5272 sub realtime_refund_bop {
5276 if (ref($_[0]) eq 'HASH') {
5277 %options = %{$_[0]};
5281 $options{method} = $method;
5285 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5286 warn " $_ => $options{$_}\n" foreach keys %options;
5290 # look up the original payment and optionally a gateway for that payment
5294 my $amount = $options{'amount'};
5296 my( $processor, $login, $password, @bop_options, $namespace ) ;
5297 my( $auth, $order_number ) = ( '', '', '' );
5299 if ( $options{'paynum'} ) {
5301 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5302 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5303 or return "Unknown paynum $options{'paynum'}";
5304 $amount ||= $cust_pay->paid;
5306 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5307 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5308 $cust_pay->paybatch;
5309 my $gatewaynum = '';
5310 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5312 if ( $gatewaynum ) { #gateway for the payment to be refunded
5314 my $payment_gateway =
5315 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5316 die "payment gateway $gatewaynum not found"
5317 unless $payment_gateway;
5319 $processor = $payment_gateway->gateway_module;
5320 $login = $payment_gateway->gateway_username;
5321 $password = $payment_gateway->gateway_password;
5322 $namespace = $payment_gateway->gateway_namespace;
5323 @bop_options = $payment_gateway->options;
5325 } else { #try the default gateway
5328 my $payment_gateway =
5329 $self->agent->payment_gateway('method' => $options{method});
5331 ( $conf_processor, $login, $password, $namespace ) =
5332 map { my $method = "gateway_$_"; $payment_gateway->$method }
5333 qw( module username password namespace );
5335 @bop_options = $payment_gateway->gatewaynum
5336 ? $payment_gateway->options
5337 : @{ $payment_gateway->get('options') };
5339 return "processor of payment $options{'paynum'} $processor does not".
5340 " match default processor $conf_processor"
5341 unless $processor eq $conf_processor;
5346 } else { # didn't specify a paynum, so look for agent gateway overrides
5347 # like a normal transaction
5349 my $payment_gateway =
5350 $self->agent->payment_gateway( 'method' => $options{method},
5351 #'payinfo' => $payinfo,
5353 my( $processor, $login, $password, $namespace ) =
5354 map { my $method = "gateway_$_"; $payment_gateway->$method }
5355 qw( module username password namespace );
5357 my @bop_options = $payment_gateway->gatewaynum
5358 ? $payment_gateway->options
5359 : @{ $payment_gateway->get('options') };
5362 return "neither amount nor paynum specified" unless $amount;
5364 eval "use $namespace";
5368 'type' => $options{method},
5370 'password' => $password,
5371 'order_number' => $order_number,
5372 'amount' => $amount,
5373 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5375 $content{authorization} = $auth
5376 if length($auth); #echeck/ACH transactions have an order # but no auth
5377 #(at least with authorize.net)
5379 my $disable_void_after;
5380 if ($conf->exists('disable_void_after')
5381 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5382 $disable_void_after = $1;
5385 #first try void if applicable
5386 if ( $cust_pay && $cust_pay->paid == $amount
5388 ( not defined($disable_void_after) )
5389 || ( time < ($cust_pay->_date + $disable_void_after ) )
5392 warn " attempting void\n" if $DEBUG > 1;
5393 my $void = new Business::OnlinePayment( $processor, @bop_options );
5394 if ( $void->can('info') ) {
5395 if ( $cust_pay->payby eq 'CARD'
5396 && $void->info('CC_void_requires_card') )
5398 $content{'card_number'} = $cust_pay->payinfo;
5399 } elsif ( $cust_pay->payby eq 'CHEK'
5400 && $void->info('ECHECK_void_requires_account') )
5402 ( $content{'account_number'}, $content{'routing_code'} ) =
5403 split('@', $cust_pay->payinfo);
5404 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5407 $void->content( 'action' => 'void', %content );
5408 $void->test_transaction(1)
5409 if $conf->exists('business-onlinepayment-test_transaction');
5411 if ( $void->is_success ) {
5412 my $error = $cust_pay->void($options{'reason'});
5414 # gah, even with transactions.
5415 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5416 "error voiding payment: $error";
5420 warn " void successful\n" if $DEBUG > 1;
5425 warn " void unsuccessful, trying refund\n"
5429 my $address = $self->address1;
5430 $address .= ", ". $self->address2 if $self->address2;
5432 my($payname, $payfirst, $paylast);
5433 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5434 $payname = $self->payname;
5435 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5436 or return "Illegal payname $payname";
5437 ($payfirst, $paylast) = ($1, $2);
5439 $payfirst = $self->getfield('first');
5440 $paylast = $self->getfield('last');
5441 $payname = "$payfirst $paylast";
5444 my @invoicing_list = $self->invoicing_list_emailonly;
5445 if ( $conf->exists('emailinvoiceautoalways')
5446 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5447 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5448 push @invoicing_list, $self->all_emails;
5451 my $email = ($conf->exists('business-onlinepayment-email-override'))
5452 ? $conf->config('business-onlinepayment-email-override')
5453 : $invoicing_list[0];
5455 my $payip = exists($options{'payip'})
5458 $content{customer_ip} = $payip
5462 if ( $options{method} eq 'CC' ) {
5465 $content{card_number} = $payinfo = $cust_pay->payinfo;
5466 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5467 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5468 ($content{expiration} = "$2/$1"); # where available
5470 $content{card_number} = $payinfo = $self->payinfo;
5471 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5472 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5473 $content{expiration} = "$2/$1";
5476 } elsif ( $options{method} eq 'ECHECK' ) {
5479 $payinfo = $cust_pay->payinfo;
5481 $payinfo = $self->payinfo;
5483 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5484 $content{bank_name} = $self->payname;
5485 $content{account_type} = 'CHECKING';
5486 $content{account_name} = $payname;
5487 $content{customer_org} = $self->company ? 'B' : 'I';
5488 $content{customer_ssn} = $self->ss;
5489 } elsif ( $options{method} eq 'LEC' ) {
5490 $content{phone} = $payinfo = $self->payinfo;
5494 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5495 my %sub_content = $refund->content(
5496 'action' => 'credit',
5497 'customer_id' => $self->custnum,
5498 'last_name' => $paylast,
5499 'first_name' => $payfirst,
5501 'address' => $address,
5502 'city' => $self->city,
5503 'state' => $self->state,
5504 'zip' => $self->zip,
5505 'country' => $self->country,
5507 'phone' => $self->daytime || $self->night,
5510 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5512 $refund->test_transaction(1)
5513 if $conf->exists('business-onlinepayment-test_transaction');
5516 return "$processor error: ". $refund->error_message
5517 unless $refund->is_success();
5519 my $paybatch = "$processor:". $refund->authorization;
5520 $paybatch .= ':'. $refund->order_number
5521 if $refund->can('order_number') && $refund->order_number;
5523 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5524 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5525 last unless @cust_bill_pay;
5526 my $cust_bill_pay = pop @cust_bill_pay;
5527 my $error = $cust_bill_pay->delete;
5531 my $cust_refund = new FS::cust_refund ( {
5532 'custnum' => $self->custnum,
5533 'paynum' => $options{'paynum'},
5534 'refund' => $amount,
5536 'payby' => $bop_method2payby{$options{method}},
5537 'payinfo' => $payinfo,
5538 'paybatch' => $paybatch,
5539 'reason' => $options{'reason'} || 'card or ACH refund',
5541 my $error = $cust_refund->insert;
5543 $cust_refund->paynum(''); #try again with no specific paynum
5544 my $error2 = $cust_refund->insert;
5546 # gah, even with transactions.
5547 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5548 "error inserting refund ($processor): $error2".
5549 " (previously tried insert with paynum #$options{'paynum'}" .
5560 =item batch_card OPTION => VALUE...
5562 Adds a payment for this invoice to the pending credit card batch (see
5563 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5564 runs the payment using a realtime gateway.
5569 my ($self, %options) = @_;
5572 if (exists($options{amount})) {
5573 $amount = $options{amount};
5575 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5577 return '' unless $amount > 0;
5579 my $invnum = delete $options{invnum};
5580 my $payby = $options{invnum} || $self->payby; #dubious
5582 if ($options{'realtime'}) {
5583 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5589 my $oldAutoCommit = $FS::UID::AutoCommit;
5590 local $FS::UID::AutoCommit = 0;
5593 #this needs to handle mysql as well as Pg, like svc_acct.pm
5594 #(make it into a common function if folks need to do batching with mysql)
5595 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5596 or return "Cannot lock pay_batch: " . $dbh->errstr;
5600 'payby' => FS::payby->payby2payment($payby),
5603 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5605 unless ( $pay_batch ) {
5606 $pay_batch = new FS::pay_batch \%pay_batch;
5607 my $error = $pay_batch->insert;
5609 $dbh->rollback if $oldAutoCommit;
5610 die "error creating new batch: $error\n";
5614 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5615 'batchnum' => $pay_batch->batchnum,
5616 'custnum' => $self->custnum,
5619 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5621 $options{$_} = '' unless exists($options{$_});
5624 my $cust_pay_batch = new FS::cust_pay_batch ( {
5625 'batchnum' => $pay_batch->batchnum,
5626 'invnum' => $invnum || 0, # is there a better value?
5627 # this field should be
5629 # cust_bill_pay_batch now
5630 'custnum' => $self->custnum,
5631 'last' => $self->getfield('last'),
5632 'first' => $self->getfield('first'),
5633 'address1' => $options{address1} || $self->address1,
5634 'address2' => $options{address2} || $self->address2,
5635 'city' => $options{city} || $self->city,
5636 'state' => $options{state} || $self->state,
5637 'zip' => $options{zip} || $self->zip,
5638 'country' => $options{country} || $self->country,
5639 'payby' => $options{payby} || $self->payby,
5640 'payinfo' => $options{payinfo} || $self->payinfo,
5641 'exp' => $options{paydate} || $self->paydate,
5642 'payname' => $options{payname} || $self->payname,
5643 'amount' => $amount, # consolidating
5646 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5647 if $old_cust_pay_batch;
5650 if ($old_cust_pay_batch) {
5651 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5653 $error = $cust_pay_batch->insert;
5657 $dbh->rollback if $oldAutoCommit;
5661 my $unapplied = $self->total_unapplied_credits
5662 + $self->total_unapplied_payments
5663 + $self->in_transit_payments;
5664 foreach my $cust_bill ($self->open_cust_bill) {
5665 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5666 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5667 'invnum' => $cust_bill->invnum,
5668 'paybatchnum' => $cust_pay_batch->paybatchnum,
5669 'amount' => $cust_bill->owed,
5672 if ($unapplied >= $cust_bill_pay_batch->amount){
5673 $unapplied -= $cust_bill_pay_batch->amount;
5676 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5677 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5679 $error = $cust_bill_pay_batch->insert;
5681 $dbh->rollback if $oldAutoCommit;
5686 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5690 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5692 Applies unapplied payments and credits.
5694 In most cases, this new method should be used in place of sequential
5695 apply_payments and apply_credits methods.
5697 A hash of optional arguments may be passed. Currently "manual" is supported.
5698 If true, a payment receipt is sent instead of a statement when
5699 'payment_receipt_email' configuration option is set.
5701 If there is an error, returns the error, otherwise returns false.
5705 sub apply_payments_and_credits {
5706 my( $self, %options ) = @_;
5708 local $SIG{HUP} = 'IGNORE';
5709 local $SIG{INT} = 'IGNORE';
5710 local $SIG{QUIT} = 'IGNORE';
5711 local $SIG{TERM} = 'IGNORE';
5712 local $SIG{TSTP} = 'IGNORE';
5713 local $SIG{PIPE} = 'IGNORE';
5715 my $oldAutoCommit = $FS::UID::AutoCommit;
5716 local $FS::UID::AutoCommit = 0;
5719 $self->select_for_update; #mutex
5721 foreach my $cust_bill ( $self->open_cust_bill ) {
5722 my $error = $cust_bill->apply_payments_and_credits(%options);
5724 $dbh->rollback if $oldAutoCommit;
5725 return "Error applying: $error";
5729 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5734 =item apply_credits OPTION => VALUE ...
5736 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5737 to outstanding invoice balances in chronological order (or reverse
5738 chronological order if the I<order> option is set to B<newest>) and returns the
5739 value of any remaining unapplied credits available for refund (see
5740 L<FS::cust_refund>).
5742 Dies if there is an error.
5750 local $SIG{HUP} = 'IGNORE';
5751 local $SIG{INT} = 'IGNORE';
5752 local $SIG{QUIT} = 'IGNORE';
5753 local $SIG{TERM} = 'IGNORE';
5754 local $SIG{TSTP} = 'IGNORE';
5755 local $SIG{PIPE} = 'IGNORE';
5757 my $oldAutoCommit = $FS::UID::AutoCommit;
5758 local $FS::UID::AutoCommit = 0;
5761 $self->select_for_update; #mutex
5763 unless ( $self->total_unapplied_credits ) {
5764 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5768 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5769 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5771 my @invoices = $self->open_cust_bill;
5772 @invoices = sort { $b->_date <=> $a->_date } @invoices
5773 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5775 if ( $conf->exists('pkg-balances') ) {
5776 # limit @credits to those w/ a pkgnum grepped from $self
5778 foreach my $i (@invoices) {
5779 foreach my $li ( $i->cust_bill_pkg ) {
5780 $pkgnums{$li->pkgnum} = 1;
5783 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5788 foreach my $cust_bill ( @invoices ) {
5790 if ( !defined($credit) || $credit->credited == 0) {
5791 $credit = pop @credits or last;
5795 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5796 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5798 $owed = $cust_bill->owed;
5800 unless ( $owed > 0 ) {
5801 push @credits, $credit;
5805 my $amount = min( $credit->credited, $owed );
5807 my $cust_credit_bill = new FS::cust_credit_bill ( {
5808 'crednum' => $credit->crednum,
5809 'invnum' => $cust_bill->invnum,
5810 'amount' => $amount,
5812 $cust_credit_bill->pkgnum( $credit->pkgnum )
5813 if $conf->exists('pkg-balances') && $credit->pkgnum;
5814 my $error = $cust_credit_bill->insert;
5816 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5820 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5824 my $total_unapplied_credits = $self->total_unapplied_credits;
5826 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5828 return $total_unapplied_credits;
5831 =item apply_payments [ OPTION => VALUE ... ]
5833 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5834 to outstanding invoice balances in chronological order.
5836 #and returns the value of any remaining unapplied payments.
5838 A hash of optional arguments may be passed. Currently "manual" is supported.
5839 If true, a payment receipt is sent instead of a statement when
5840 'payment_receipt_email' configuration option is set.
5842 Dies if there is an error.
5846 sub apply_payments {
5847 my( $self, %options ) = @_;
5849 local $SIG{HUP} = 'IGNORE';
5850 local $SIG{INT} = 'IGNORE';
5851 local $SIG{QUIT} = 'IGNORE';
5852 local $SIG{TERM} = 'IGNORE';
5853 local $SIG{TSTP} = 'IGNORE';
5854 local $SIG{PIPE} = 'IGNORE';
5856 my $oldAutoCommit = $FS::UID::AutoCommit;
5857 local $FS::UID::AutoCommit = 0;
5860 $self->select_for_update; #mutex
5864 my @payments = sort { $b->_date <=> $a->_date }
5865 grep { $_->unapplied > 0 }
5868 my @invoices = sort { $a->_date <=> $b->_date}
5869 grep { $_->owed > 0 }
5872 if ( $conf->exists('pkg-balances') ) {
5873 # limit @payments to those w/ a pkgnum grepped from $self
5875 foreach my $i (@invoices) {
5876 foreach my $li ( $i->cust_bill_pkg ) {
5877 $pkgnums{$li->pkgnum} = 1;
5880 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
5885 foreach my $cust_bill ( @invoices ) {
5887 if ( !defined($payment) || $payment->unapplied == 0 ) {
5888 $payment = pop @payments or last;
5892 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
5893 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
5895 $owed = $cust_bill->owed;
5897 unless ( $owed > 0 ) {
5898 push @payments, $payment;
5902 my $amount = min( $payment->unapplied, $owed );
5904 my $cust_bill_pay = new FS::cust_bill_pay ( {
5905 'paynum' => $payment->paynum,
5906 'invnum' => $cust_bill->invnum,
5907 'amount' => $amount,
5909 $cust_bill_pay->pkgnum( $payment->pkgnum )
5910 if $conf->exists('pkg-balances') && $payment->pkgnum;
5911 my $error = $cust_bill_pay->insert(%options);
5913 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5917 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5921 my $total_unapplied_payments = $self->total_unapplied_payments;
5923 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5925 return $total_unapplied_payments;
5930 Returns the total owed for this customer on all invoices
5931 (see L<FS::cust_bill/owed>).
5937 $self->total_owed_date(2145859200); #12/31/2037
5940 =item total_owed_date TIME
5942 Returns the total owed for this customer on all invoices with date earlier than
5943 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5944 see L<Time::Local> and L<Date::Parse> for conversion functions.
5948 sub total_owed_date {
5952 my $custnum = $self->custnum;
5954 my $owed_sql = FS::cust_bill->owed_sql;
5957 SELECT SUM($owed_sql) FROM cust_bill
5958 WHERE custnum = $custnum
5962 sprintf( "%.2f", $self->scalar_sql($sql) );
5966 =item total_owed_pkgnum PKGNUM
5968 Returns the total owed on all invoices for this customer's specific package
5969 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
5973 sub total_owed_pkgnum {
5974 my( $self, $pkgnum ) = @_;
5975 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
5978 =item total_owed_date_pkgnum TIME PKGNUM
5980 Returns the total owed for this customer's specific package when using
5981 experimental package balances on all invoices with date earlier than
5982 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5983 see L<Time::Local> and L<Date::Parse> for conversion functions.
5987 sub total_owed_date_pkgnum {
5988 my( $self, $time, $pkgnum ) = @_;
5991 foreach my $cust_bill (
5992 grep { $_->_date <= $time }
5993 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5995 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
5997 sprintf( "%.2f", $total_bill );
6003 Returns the total amount of all payments.
6010 $total += $_->paid foreach $self->cust_pay;
6011 sprintf( "%.2f", $total );
6014 =item total_unapplied_credits
6016 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6017 customer. See L<FS::cust_credit/credited>.
6019 =item total_credited
6021 Old name for total_unapplied_credits. Don't use.
6025 sub total_credited {
6026 #carp "total_credited deprecated, use total_unapplied_credits";
6027 shift->total_unapplied_credits(@_);
6030 sub total_unapplied_credits {
6033 my $custnum = $self->custnum;
6035 my $unapplied_sql = FS::cust_credit->unapplied_sql;
6038 SELECT SUM($unapplied_sql) FROM cust_credit
6039 WHERE custnum = $custnum
6042 sprintf( "%.2f", $self->scalar_sql($sql) );
6046 =item total_unapplied_credits_pkgnum PKGNUM
6048 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6049 customer. See L<FS::cust_credit/credited>.
6053 sub total_unapplied_credits_pkgnum {
6054 my( $self, $pkgnum ) = @_;
6055 my $total_credit = 0;
6056 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6057 sprintf( "%.2f", $total_credit );
6061 =item total_unapplied_payments
6063 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6064 See L<FS::cust_pay/unapplied>.
6068 sub total_unapplied_payments {
6071 my $custnum = $self->custnum;
6073 my $unapplied_sql = FS::cust_pay->unapplied_sql;
6076 SELECT SUM($unapplied_sql) FROM cust_pay
6077 WHERE custnum = $custnum
6080 sprintf( "%.2f", $self->scalar_sql($sql) );
6084 =item total_unapplied_payments_pkgnum PKGNUM
6086 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6087 specific package when using experimental package balances. See
6088 L<FS::cust_pay/unapplied>.
6092 sub total_unapplied_payments_pkgnum {
6093 my( $self, $pkgnum ) = @_;
6094 my $total_unapplied = 0;
6095 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6096 sprintf( "%.2f", $total_unapplied );
6100 =item total_unapplied_refunds
6102 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6103 customer. See L<FS::cust_refund/unapplied>.
6107 sub total_unapplied_refunds {
6109 my $custnum = $self->custnum;
6111 my $unapplied_sql = FS::cust_refund->unapplied_sql;
6114 SELECT SUM($unapplied_sql) FROM cust_refund
6115 WHERE custnum = $custnum
6118 sprintf( "%.2f", $self->scalar_sql($sql) );
6124 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6125 total_unapplied_credits minus total_unapplied_payments).
6131 $self->balance_date_range;
6134 =item balance_date TIME
6136 Returns the balance for this customer, only considering invoices with date
6137 earlier than TIME (total_owed_date minus total_credited minus
6138 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6139 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6146 $self->balance_date_range(shift);
6149 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
6151 Returns the balance for this customer, optionally considering invoices with
6152 date earlier than START_TIME, and not later than END_TIME
6153 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6155 Times are specified as SQL fragments or numeric
6156 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6157 L<Date::Parse> for conversion functions. The empty string can be passed
6158 to disable that time constraint completely.
6160 Available options are:
6164 =item unapplied_date
6166 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)
6172 sub balance_date_range {
6174 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6175 ') FROM cust_main WHERE custnum='. $self->custnum;
6176 sprintf( "%.2f", $self->scalar_sql($sql) );
6179 =item balance_pkgnum PKGNUM
6181 Returns the balance for this customer's specific package when using
6182 experimental package balances (total_owed plus total_unrefunded, minus
6183 total_unapplied_credits minus total_unapplied_payments)
6187 sub balance_pkgnum {
6188 my( $self, $pkgnum ) = @_;
6191 $self->total_owed_pkgnum($pkgnum)
6192 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6193 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6194 - $self->total_unapplied_credits_pkgnum($pkgnum)
6195 - $self->total_unapplied_payments_pkgnum($pkgnum)
6199 =item in_transit_payments
6201 Returns the total of requests for payments for this customer pending in
6202 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6206 sub in_transit_payments {
6208 my $in_transit_payments = 0;
6209 foreach my $pay_batch ( qsearch('pay_batch', {
6212 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6213 'batchnum' => $pay_batch->batchnum,
6214 'custnum' => $self->custnum,
6216 $in_transit_payments += $cust_pay_batch->amount;
6219 sprintf( "%.2f", $in_transit_payments );
6224 Returns a hash of useful information for making a payment.
6234 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6235 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6236 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6240 For credit card transactions:
6252 For electronic check transactions:
6267 $return{balance} = $self->balance;
6269 $return{payname} = $self->payname
6270 || ( $self->first. ' '. $self->get('last') );
6272 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6274 $return{payby} = $self->payby;
6275 $return{stateid_state} = $self->stateid_state;
6277 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6278 $return{card_type} = cardtype($self->payinfo);
6279 $return{payinfo} = $self->paymask;
6281 @return{'month', 'year'} = $self->paydate_monthyear;
6285 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6286 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6287 $return{payinfo1} = $payinfo1;
6288 $return{payinfo2} = $payinfo2;
6289 $return{paytype} = $self->paytype;
6290 $return{paystate} = $self->paystate;
6294 #doubleclick protection
6296 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6302 =item paydate_monthyear
6304 Returns a two-element list consisting of the month and year of this customer's
6305 paydate (credit card expiration date for CARD customers)
6309 sub paydate_monthyear {
6311 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6313 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6320 =item tax_exemption TAXNAME
6325 my( $self, $taxname ) = @_;
6327 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6328 'taxname' => $taxname,
6333 =item cust_main_exemption
6337 sub cust_main_exemption {
6339 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6342 =item invoicing_list [ ARRAYREF ]
6344 If an arguement is given, sets these email addresses as invoice recipients
6345 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6346 (except as warnings), so use check_invoicing_list first.
6348 Returns a list of email addresses (with svcnum entries expanded).
6350 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6351 check it without disturbing anything by passing nothing.
6353 This interface may change in the future.
6357 sub invoicing_list {
6358 my( $self, $arrayref ) = @_;
6361 my @cust_main_invoice;
6362 if ( $self->custnum ) {
6363 @cust_main_invoice =
6364 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6366 @cust_main_invoice = ();
6368 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6369 #warn $cust_main_invoice->destnum;
6370 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6371 #warn $cust_main_invoice->destnum;
6372 my $error = $cust_main_invoice->delete;
6373 warn $error if $error;
6376 if ( $self->custnum ) {
6377 @cust_main_invoice =
6378 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6380 @cust_main_invoice = ();
6382 my %seen = map { $_->address => 1 } @cust_main_invoice;
6383 foreach my $address ( @{$arrayref} ) {
6384 next if exists $seen{$address} && $seen{$address};
6385 $seen{$address} = 1;
6386 my $cust_main_invoice = new FS::cust_main_invoice ( {
6387 'custnum' => $self->custnum,
6390 my $error = $cust_main_invoice->insert;
6391 warn $error if $error;
6395 if ( $self->custnum ) {
6397 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6404 =item check_invoicing_list ARRAYREF
6406 Checks these arguements as valid input for the invoicing_list method. If there
6407 is an error, returns the error, otherwise returns false.
6411 sub check_invoicing_list {
6412 my( $self, $arrayref ) = @_;
6414 foreach my $address ( @$arrayref ) {
6416 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6417 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6420 my $cust_main_invoice = new FS::cust_main_invoice ( {
6421 'custnum' => $self->custnum,
6424 my $error = $self->custnum
6425 ? $cust_main_invoice->check
6426 : $cust_main_invoice->checkdest
6428 return $error if $error;
6432 return "Email address required"
6433 if $conf->exists('cust_main-require_invoicing_list_email')
6434 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6439 =item set_default_invoicing_list
6441 Sets the invoicing list to all accounts associated with this customer,
6442 overwriting any previous invoicing list.
6446 sub set_default_invoicing_list {
6448 $self->invoicing_list($self->all_emails);
6453 Returns the email addresses of all accounts provisioned for this customer.
6460 foreach my $cust_pkg ( $self->all_pkgs ) {
6461 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6463 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6464 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6466 $list{$_}=1 foreach map { $_->email } @svc_acct;
6471 =item invoicing_list_addpost
6473 Adds postal invoicing to this customer. If this customer is already configured
6474 to receive postal invoices, does nothing.
6478 sub invoicing_list_addpost {
6480 return if grep { $_ eq 'POST' } $self->invoicing_list;
6481 my @invoicing_list = $self->invoicing_list;
6482 push @invoicing_list, 'POST';
6483 $self->invoicing_list(\@invoicing_list);
6486 =item invoicing_list_emailonly
6488 Returns the list of email invoice recipients (invoicing_list without non-email
6489 destinations such as POST and FAX).
6493 sub invoicing_list_emailonly {
6495 warn "$me invoicing_list_emailonly called"
6497 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6500 =item invoicing_list_emailonly_scalar
6502 Returns the list of email invoice recipients (invoicing_list without non-email
6503 destinations such as POST and FAX) as a comma-separated scalar.
6507 sub invoicing_list_emailonly_scalar {
6509 warn "$me invoicing_list_emailonly_scalar called"
6511 join(', ', $self->invoicing_list_emailonly);
6514 =item referral_custnum_cust_main
6516 Returns the customer who referred this customer (or the empty string, if
6517 this customer was not referred).
6519 Note the difference with referral_cust_main method: This method,
6520 referral_custnum_cust_main returns the single customer (if any) who referred
6521 this customer, while referral_cust_main returns an array of customers referred
6526 sub referral_custnum_cust_main {
6528 return '' unless $self->referral_custnum;
6529 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6532 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6534 Returns an array of customers referred by this customer (referral_custnum set
6535 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6536 customers referred by customers referred by this customer and so on, inclusive.
6537 The default behavior is DEPTH 1 (no recursion).
6539 Note the difference with referral_custnum_cust_main method: This method,
6540 referral_cust_main, returns an array of customers referred BY this customer,
6541 while referral_custnum_cust_main returns the single customer (if any) who
6542 referred this customer.
6546 sub referral_cust_main {
6548 my $depth = @_ ? shift : 1;
6549 my $exclude = @_ ? shift : {};
6552 map { $exclude->{$_->custnum}++; $_; }
6553 grep { ! $exclude->{ $_->custnum } }
6554 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6558 map { $_->referral_cust_main($depth-1, $exclude) }
6565 =item referral_cust_main_ncancelled
6567 Same as referral_cust_main, except only returns customers with uncancelled
6572 sub referral_cust_main_ncancelled {
6574 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6577 =item referral_cust_pkg [ DEPTH ]
6579 Like referral_cust_main, except returns a flat list of all unsuspended (and
6580 uncancelled) packages for each customer. The number of items in this list may
6581 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6585 sub referral_cust_pkg {
6587 my $depth = @_ ? shift : 1;
6589 map { $_->unsuspended_pkgs }
6590 grep { $_->unsuspended_pkgs }
6591 $self->referral_cust_main($depth);
6594 =item referring_cust_main
6596 Returns the single cust_main record for the customer who referred this customer
6597 (referral_custnum), or false.
6601 sub referring_cust_main {
6603 return '' unless $self->referral_custnum;
6604 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6607 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6609 Applies a credit to this customer. If there is an error, returns the error,
6610 otherwise returns false.
6612 REASON can be a text string, an FS::reason object, or a scalar reference to
6613 a reasonnum. If a text string, it will be automatically inserted as a new
6614 reason, and a 'reason_type' option must be passed to indicate the
6615 FS::reason_type for the new reason.
6617 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6619 Any other options are passed to FS::cust_credit::insert.
6624 my( $self, $amount, $reason, %options ) = @_;
6626 my $cust_credit = new FS::cust_credit {
6627 'custnum' => $self->custnum,
6628 'amount' => $amount,
6631 if ( ref($reason) ) {
6633 if ( ref($reason) eq 'SCALAR' ) {
6634 $cust_credit->reasonnum( $$reason );
6636 $cust_credit->reasonnum( $reason->reasonnum );
6640 $cust_credit->set('reason', $reason)
6643 for (qw( addlinfo eventnum )) {
6644 $cust_credit->$_( delete $options{$_} )
6645 if exists($options{$_});
6648 $cust_credit->insert(%options);
6652 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6654 Creates a one-time charge for this customer. If there is an error, returns
6655 the error, otherwise returns false.
6657 New-style, with a hashref of options:
6659 my $error = $cust_main->charge(
6663 'start_date' => str2time('7/4/2009'),
6664 'pkg' => 'Description',
6665 'comment' => 'Comment',
6666 'additional' => [], #extra invoice detail
6667 'classnum' => 1, #pkg_class
6669 'setuptax' => '', # or 'Y' for tax exempt
6672 'taxclass' => 'Tax class',
6675 'taxproduct' => 2, #part_pkg_taxproduct
6676 'override' => {}, #XXX describe
6678 #will be filled in with the new object
6679 'cust_pkg_ref' => \$cust_pkg,
6681 #generate an invoice immediately
6683 'invoice_terms' => '', #with these terms
6689 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6695 my ( $amount, $quantity, $start_date, $classnum );
6696 my ( $pkg, $comment, $additional );
6697 my ( $setuptax, $taxclass ); #internal taxes
6698 my ( $taxproduct, $override ); #vendor (CCH) taxes
6700 my $cust_pkg_ref = '';
6701 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6702 if ( ref( $_[0] ) ) {
6703 $amount = $_[0]->{amount};
6704 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6705 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6706 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6707 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6708 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6709 : '$'. sprintf("%.2f",$amount);
6710 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6711 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6712 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6713 $additional = $_[0]->{additional} || [];
6714 $taxproduct = $_[0]->{taxproductnum};
6715 $override = { '' => $_[0]->{tax_override} };
6716 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6717 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6718 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6723 $pkg = @_ ? shift : 'One-time charge';
6724 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6726 $taxclass = @_ ? shift : '';
6730 local $SIG{HUP} = 'IGNORE';
6731 local $SIG{INT} = 'IGNORE';
6732 local $SIG{QUIT} = 'IGNORE';
6733 local $SIG{TERM} = 'IGNORE';
6734 local $SIG{TSTP} = 'IGNORE';
6735 local $SIG{PIPE} = 'IGNORE';
6737 my $oldAutoCommit = $FS::UID::AutoCommit;
6738 local $FS::UID::AutoCommit = 0;
6741 my $part_pkg = new FS::part_pkg ( {
6743 'comment' => $comment,
6747 'classnum' => ( $classnum ? $classnum : '' ),
6748 'setuptax' => $setuptax,
6749 'taxclass' => $taxclass,
6750 'taxproductnum' => $taxproduct,
6753 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6754 ( 0 .. @$additional - 1 )
6756 'additional_count' => scalar(@$additional),
6757 'setup_fee' => $amount,
6760 my $error = $part_pkg->insert( options => \%options,
6761 tax_overrides => $override,
6764 $dbh->rollback if $oldAutoCommit;
6768 my $pkgpart = $part_pkg->pkgpart;
6769 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6770 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6771 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6772 $error = $type_pkgs->insert;
6774 $dbh->rollback if $oldAutoCommit;
6779 my $cust_pkg = new FS::cust_pkg ( {
6780 'custnum' => $self->custnum,
6781 'pkgpart' => $pkgpart,
6782 'quantity' => $quantity,
6783 'start_date' => $start_date,
6784 'no_auto' => $no_auto,
6787 $error = $cust_pkg->insert;
6789 $dbh->rollback if $oldAutoCommit;
6791 } elsif ( $cust_pkg_ref ) {
6792 ${$cust_pkg_ref} = $cust_pkg;
6796 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6797 'pkg_list' => [ $cust_pkg ],
6800 $dbh->rollback if $oldAutoCommit;
6805 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6810 #=item charge_postal_fee
6812 #Applies a one time charge this customer. If there is an error,
6813 #returns the error, returns the cust_pkg charge object or false
6814 #if there was no charge.
6818 # This should be a customer event. For that to work requires that bill
6819 # also be a customer event.
6821 sub charge_postal_fee {
6824 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6825 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6827 my $cust_pkg = new FS::cust_pkg ( {
6828 'custnum' => $self->custnum,
6829 'pkgpart' => $pkgpart,
6833 my $error = $cust_pkg->insert;
6834 $error ? $error : $cust_pkg;
6839 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6845 map { $_ } #return $self->num_cust_bill unless wantarray;
6846 sort { $a->_date <=> $b->_date }
6847 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6850 =item open_cust_bill
6852 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6857 sub open_cust_bill {
6861 'table' => 'cust_bill',
6862 'hashref' => { 'custnum' => $self->custnum, },
6863 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6864 'order_by' => 'ORDER BY _date ASC',
6869 =item cust_statements
6871 Returns all the statements (see L<FS::cust_statement>) for this customer.
6875 sub cust_statement {
6877 map { $_ } #return $self->num_cust_statement unless wantarray;
6878 sort { $a->_date <=> $b->_date }
6879 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
6884 Returns all the credits (see L<FS::cust_credit>) for this customer.
6890 map { $_ } #return $self->num_cust_credit unless wantarray;
6891 sort { $a->_date <=> $b->_date }
6892 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6895 =item cust_credit_pkgnum
6897 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
6898 package when using experimental package balances.
6902 sub cust_credit_pkgnum {
6903 my( $self, $pkgnum ) = @_;
6904 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
6905 sort { $a->_date <=> $b->_date }
6906 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
6907 'pkgnum' => $pkgnum,
6914 Returns all the payments (see L<FS::cust_pay>) for this customer.
6920 return $self->num_cust_pay unless wantarray;
6921 sort { $a->_date <=> $b->_date }
6922 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6927 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
6928 called automatically when the cust_pay method is used in a scalar context.
6934 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
6935 my $sth = dbh->prepare($sql) or die dbh->errstr;
6936 $sth->execute($self->custnum) or die $sth->errstr;
6937 $sth->fetchrow_arrayref->[0];
6940 =item cust_pay_pkgnum
6942 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
6943 package when using experimental package balances.
6947 sub cust_pay_pkgnum {
6948 my( $self, $pkgnum ) = @_;
6949 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
6950 sort { $a->_date <=> $b->_date }
6951 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
6952 'pkgnum' => $pkgnum,
6959 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6965 map { $_ } #return $self->num_cust_pay_void unless wantarray;
6966 sort { $a->_date <=> $b->_date }
6967 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6970 =item cust_pay_batch
6972 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6976 sub cust_pay_batch {
6978 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
6979 sort { $a->paybatchnum <=> $b->paybatchnum }
6980 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6983 =item cust_pay_pending
6985 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6986 (without status "done").
6990 sub cust_pay_pending {
6992 return $self->num_cust_pay_pending unless wantarray;
6993 sort { $a->_date <=> $b->_date }
6994 qsearch( 'cust_pay_pending', {
6995 'custnum' => $self->custnum,
6996 'status' => { op=>'!=', value=>'done' },
7001 =item num_cust_pay_pending
7003 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7004 customer (without status "done"). Also called automatically when the
7005 cust_pay_pending method is used in a scalar context.
7009 sub num_cust_pay_pending {
7011 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7012 " WHERE custnum = ? AND status != 'done' ";
7013 my $sth = dbh->prepare($sql) or die dbh->errstr;
7014 $sth->execute($self->custnum) or die $sth->errstr;
7015 $sth->fetchrow_arrayref->[0];
7020 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7026 map { $_ } #return $self->num_cust_refund unless wantarray;
7027 sort { $a->_date <=> $b->_date }
7028 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7031 =item display_custnum
7033 Returns the displayed customer number for this customer: agent_custid if
7034 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7038 sub display_custnum {
7040 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7041 return $self->agent_custid;
7043 return $self->custnum;
7049 Returns a name string for this customer, either "Company (Last, First)" or
7056 my $name = $self->contact;
7057 $name = $self->company. " ($name)" if $self->company;
7063 Returns a name string for this (service/shipping) contact, either
7064 "Company (Last, First)" or "Last, First".
7070 if ( $self->get('ship_last') ) {
7071 my $name = $self->ship_contact;
7072 $name = $self->ship_company. " ($name)" if $self->ship_company;
7081 Returns a name string for this customer, either "Company" or "First Last".
7087 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7090 =item ship_name_short
7092 Returns a name string for this (service/shipping) contact, either "Company"
7097 sub ship_name_short {
7099 if ( $self->get('ship_last') ) {
7100 $self->ship_company !~ /^\s*$/
7101 ? $self->ship_company
7102 : $self->ship_contact_firstlast;
7104 $self->name_company_or_firstlast;
7110 Returns this customer's full (billing) contact name only, "Last, First"
7116 $self->get('last'). ', '. $self->first;
7121 Returns this customer's full (shipping) contact name only, "Last, First"
7127 $self->get('ship_last')
7128 ? $self->get('ship_last'). ', '. $self->ship_first
7132 =item contact_firstlast
7134 Returns this customers full (billing) contact name only, "First Last".
7138 sub contact_firstlast {
7140 $self->first. ' '. $self->get('last');
7143 =item ship_contact_firstlast
7145 Returns this customer's full (shipping) contact name only, "First Last".
7149 sub ship_contact_firstlast {
7151 $self->get('ship_last')
7152 ? $self->first. ' '. $self->get('ship_last')
7153 : $self->contact_firstlast;
7158 Returns this customer's full country name
7164 code2country($self->country);
7167 =item geocode DATA_VENDOR
7169 Returns a value for the customer location as encoded by DATA_VENDOR.
7170 Currently this only makes sense for "CCH" as DATA_VENDOR.
7175 my ($self, $data_vendor) = (shift, shift); #always cch for now
7177 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7178 return $geocode if $geocode;
7180 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7184 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7185 if $self->country eq 'US';
7189 #CCH specific location stuff
7190 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7192 my @cust_tax_location =
7194 'table' => 'cust_tax_location',
7195 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7196 'extra_sql' => $extra_sql,
7197 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7200 $geocode = $cust_tax_location[0]->geocode
7201 if scalar(@cust_tax_location);
7210 Returns a status string for this customer, currently:
7214 =item prospect - No packages have ever been ordered
7216 =item ordered - Recurring packages all are new (not yet billed).
7218 =item active - One or more recurring packages is active
7220 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7222 =item suspended - All non-cancelled recurring packages are suspended
7224 =item cancelled - All recurring packages are cancelled
7230 sub status { shift->cust_status(@_); }
7234 # prospect ordered active inactive suspended cancelled
7235 for my $status ( FS::cust_main->statuses() ) {
7236 my $method = $status.'_sql';
7237 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7238 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7239 $sth->execute( ($self->custnum) x $numnum )
7240 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7241 return $status if $sth->fetchrow_arrayref->[0];
7245 =item ucfirst_cust_status
7247 =item ucfirst_status
7249 Returns the status with the first character capitalized.
7253 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7255 sub ucfirst_cust_status {
7257 ucfirst($self->cust_status);
7262 Returns a hex triplet color string for this customer's status.
7266 use vars qw(%statuscolor);
7267 tie %statuscolor, 'Tie::IxHash',
7268 'prospect' => '7e0079', #'000000', #black? naw, purple
7269 'active' => '00CC00', #green
7270 'ordered' => '009999', #teal? cyan?
7271 'inactive' => '0000CC', #blue
7272 'suspended' => 'FF9900', #yellow
7273 'cancelled' => 'FF0000', #red
7276 sub statuscolor { shift->cust_statuscolor(@_); }
7278 sub cust_statuscolor {
7280 $statuscolor{$self->cust_status};
7285 Returns an array of hashes representing the customer's RT tickets.
7292 my $num = $conf->config('cust_main-max_tickets') || 10;
7295 if ( $conf->config('ticket_system') ) {
7296 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7298 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7302 foreach my $priority (
7303 $conf->config('ticket_system-custom_priority_field-values'), ''
7305 last if scalar(@tickets) >= $num;
7307 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7308 $num - scalar(@tickets),
7318 # Return services representing svc_accts in customer support packages
7319 sub support_services {
7321 my %packages = map { $_ => 1 } $conf->config('support_packages');
7323 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7324 grep { $_->part_svc->svcdb eq 'svc_acct' }
7325 map { $_->cust_svc }
7326 grep { exists $packages{ $_->pkgpart } }
7327 $self->ncancelled_pkgs;
7331 # Return a list of latitude/longitude for one of the services (if any)
7332 sub service_coordinates {
7336 grep { $_->latitude && $_->longitude }
7338 map { $_->cust_svc }
7339 $self->ncancelled_pkgs;
7341 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7346 =head1 CLASS METHODS
7352 Class method that returns the list of possible status strings for customers
7353 (see L<the status method|/status>). For example:
7355 @statuses = FS::cust_main->statuses();
7360 #my $self = shift; #could be class...
7366 Returns an SQL expression identifying prospective cust_main records (customers
7367 with no packages ever ordered)
7371 use vars qw($select_count_pkgs);
7372 $select_count_pkgs =
7373 "SELECT COUNT(*) FROM cust_pkg
7374 WHERE cust_pkg.custnum = cust_main.custnum";
7376 sub select_count_pkgs_sql {
7381 " 0 = ( $select_count_pkgs ) ";
7386 Returns an SQL expression identifying ordered cust_main records (customers with
7387 recurring packages not yet setup).
7392 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->ordered_sql. " ) ";
7397 Returns an SQL expression identifying active cust_main records (customers with
7398 active recurring packages).
7403 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
7408 Returns an SQL expression identifying inactive cust_main records (customers with
7409 no active recurring packages, but otherwise unsuspended/uncancelled).
7413 sub inactive_sql { "
7414 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7416 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7422 Returns an SQL expression identifying suspended cust_main records.
7427 sub suspended_sql { susp_sql(@_); }
7429 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7431 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7437 Returns an SQL expression identifying cancelled cust_main records.
7441 sub cancelled_sql { cancel_sql(@_); }
7444 my $recurring_sql = FS::cust_pkg->recurring_sql;
7445 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7448 0 < ( $select_count_pkgs )
7449 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7450 AND 0 = ( $select_count_pkgs AND $recurring_sql
7451 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7453 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7459 =item uncancelled_sql
7461 Returns an SQL expression identifying un-cancelled cust_main records.
7465 sub uncancelled_sql { uncancel_sql(@_); }
7466 sub uncancel_sql { "
7467 ( 0 < ( $select_count_pkgs
7468 AND ( cust_pkg.cancel IS NULL
7469 OR cust_pkg.cancel = 0
7472 OR 0 = ( $select_count_pkgs )
7478 Returns an SQL fragment to retreive the balance.
7483 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7484 WHERE cust_bill.custnum = cust_main.custnum )
7485 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7486 WHERE cust_pay.custnum = cust_main.custnum )
7487 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7488 WHERE cust_credit.custnum = cust_main.custnum )
7489 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7490 WHERE cust_refund.custnum = cust_main.custnum )
7493 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
7495 Returns an SQL fragment to retreive the balance for this customer, optionally
7496 considering invoices with date earlier than START_TIME, and not
7497 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7498 total_unapplied_payments).
7500 Times are specified as SQL fragments or numeric
7501 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7502 L<Date::Parse> for conversion functions. The empty string can be passed
7503 to disable that time constraint completely.
7505 Available options are:
7509 =item unapplied_date
7511 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)
7516 set to true to remove all customer comparison clauses, for totals
7521 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7526 JOIN clause (typically used with the total option)
7530 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7531 time will be ignored. Note that START_TIME and END_TIME only limit the date
7532 range for invoices and I<unapplied> payments, credits, and refunds.
7538 sub balance_date_sql {
7539 my( $class, $start, $end, %opt ) = @_;
7541 my $cutoff = $opt{'cutoff'};
7543 my $owed = FS::cust_bill->owed_sql($cutoff);
7544 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7545 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7546 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7548 my $j = $opt{'join'} || '';
7550 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7551 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7552 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7553 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7555 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7556 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7557 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7558 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7563 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7565 Returns an SQL fragment to retreive the total unapplied payments for this
7566 customer, only considering invoices with date earlier than START_TIME, and
7567 optionally not later than END_TIME.
7569 Times are specified as SQL fragments or numeric
7570 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7571 L<Date::Parse> for conversion functions. The empty string can be passed
7572 to disable that time constraint completely.
7574 Available options are:
7578 sub unapplied_payments_date_sql {
7579 my( $class, $start, $end, %opt ) = @_;
7581 my $cutoff = $opt{'cutoff'};
7583 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7585 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7586 'unapplied_date'=>1 );
7588 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7591 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7593 Helper method for balance_date_sql; name (and usage) subject to change
7594 (suggestions welcome).
7596 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7597 cust_refund, cust_credit or cust_pay).
7599 If TABLE is "cust_bill" or the unapplied_date option is true, only
7600 considers records with date earlier than START_TIME, and optionally not
7601 later than END_TIME .
7605 sub _money_table_where {
7606 my( $class, $table, $start, $end, %opt ) = @_;
7609 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7610 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7611 push @where, "$table._date <= $start" if defined($start) && length($start);
7612 push @where, "$table._date > $end" if defined($end) && length($end);
7614 push @where, @{$opt{'where'}} if $opt{'where'};
7615 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7621 =item search HASHREF
7625 Returns a qsearch hash expression to search for parameters specified in
7626 HASHREF. Valid parameters are
7634 =item cancelled_pkgs
7640 listref of start date, end date
7650 =item current_balance
7652 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7656 =item flattened_pkgs
7665 my ($class, $params) = @_;
7676 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7678 "cust_main.agentnum = $1";
7682 # do the same for user
7685 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7687 "cust_main.usernum = $1";
7694 #prospect ordered active inactive suspended cancelled
7695 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7696 my $method = $params->{'status'}. '_sql';
7697 #push @where, $class->$method();
7698 push @where, FS::cust_main->$method();
7702 # parse cancelled package checkbox
7707 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7708 unless $params->{'cancelled_pkgs'};
7711 # parse without census tract checkbox
7714 push @where, "(censustract = '' or censustract is null)"
7715 if $params->{'no_censustract'};
7721 foreach my $field (qw( signupdate )) {
7723 next unless exists($params->{$field});
7725 my($beginning, $ending, $hour) = @{$params->{$field}};
7728 "cust_main.$field IS NOT NULL",
7729 "cust_main.$field >= $beginning",
7730 "cust_main.$field <= $ending";
7732 # XXX: do this for mysql and/or pull it out of here
7734 if ($dbh->{Driver}->{Name} eq 'Pg') {
7735 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7738 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7742 $orderby ||= "ORDER BY cust_main.$field";
7750 if ( $params->{'classnum'} ) {
7752 my @classnum = ref( $params->{'classnum'} )
7753 ? @{ $params->{'classnum'} }
7754 : ( $params->{'classnum'} );
7756 @classnum = grep /^(\d*)$/, @classnum;
7759 push @where, '( '. join(' OR ', map {
7760 $_ ? "cust_main.classnum = $_"
7761 : "cust_main.classnum IS NULL"
7774 if ( $params->{'payby'} ) {
7776 my @payby = ref( $params->{'payby'} )
7777 ? @{ $params->{'payby'} }
7778 : ( $params->{'payby'} );
7780 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7782 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
7788 # paydate_year / paydate_month
7791 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
7793 $params->{'paydate_month'} =~ /^(\d\d?)$/
7794 or die "paydate_year without paydate_month?";
7798 'paydate IS NOT NULL',
7800 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
7808 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
7810 if ( $1 eq 'NULL' ) {
7812 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
7815 "cust_main.invoice_terms IS NOT NULL",
7816 "cust_main.invoice_terms = '$1'";
7824 if ( $params->{'current_balance'} ) {
7826 #my $balance_sql = $class->balance_sql();
7827 my $balance_sql = FS::cust_main->balance_sql();
7829 my @current_balance =
7830 ref( $params->{'current_balance'} )
7831 ? @{ $params->{'current_balance'} }
7832 : ( $params->{'current_balance'} );
7834 push @where, map { s/current_balance/$balance_sql/; $_ }
7843 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7845 "cust_main.custbatch = '$1'";
7849 # setup queries, subs, etc. for the search
7852 $orderby ||= 'ORDER BY custnum';
7854 # here is the agent virtualization
7855 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7857 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7859 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7861 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7863 my $select = join(', ',
7864 'cust_main.custnum',
7865 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7868 my(@extra_headers) = ();
7869 my(@extra_fields) = ();
7871 if ($params->{'flattened_pkgs'}) {
7873 if ($dbh->{Driver}->{Name} eq 'Pg') {
7875 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7877 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7878 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7879 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7881 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7882 "omitting packing information from report.";
7885 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7887 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7888 $sth->execute() or die $sth->errstr;
7889 my $headerrow = $sth->fetchrow_arrayref;
7890 my $headercount = $headerrow ? $headerrow->[0] : 0;
7891 while($headercount) {
7892 unshift @extra_headers, "Package ". $headercount;
7893 unshift @extra_fields, eval q!sub {my $c = shift;
7894 my @a = split '\|', $c->magic;
7895 my $p = $a[!.--$headercount. q!];
7903 'table' => 'cust_main',
7904 'select' => $select,
7906 'extra_sql' => $extra_sql,
7907 'order_by' => $orderby,
7908 'count_query' => $count_query,
7909 'extra_headers' => \@extra_headers,
7910 'extra_fields' => \@extra_fields,
7915 =item email_search_result HASHREF
7919 Emails a notice to the specified customers.
7921 Valid parameters are those of the L<search> method, plus the following:
7943 Optional job queue job for status updates.
7947 Returns an error message, or false for success.
7949 If an error occurs during any email, stops the enture send and returns that
7950 error. Presumably if you're getting SMTP errors aborting is better than
7951 retrying everything.
7955 sub email_search_result {
7956 my($class, $params) = @_;
7958 my $from = delete $params->{from};
7959 my $subject = delete $params->{subject};
7960 my $html_body = delete $params->{html_body};
7961 my $text_body = delete $params->{text_body};
7963 my $job = delete $params->{'job'};
7965 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
7966 unless ref($params->{'payby'});
7968 my $sql_query = $class->search($params);
7970 my $count_query = delete($sql_query->{'count_query'});
7971 my $count_sth = dbh->prepare($count_query)
7972 or die "Error preparing $count_query: ". dbh->errstr;
7974 or die "Error executing $count_query: ". $count_sth->errstr;
7975 my $count_arrayref = $count_sth->fetchrow_arrayref;
7976 my $num_cust = $count_arrayref->[0];
7978 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7979 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7982 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7984 #eventually order+limit magic to reduce memory use?
7985 foreach my $cust_main ( qsearch($sql_query) ) {
7987 my $to = $cust_main->invoicing_list_emailonly_scalar;
7990 my $error = send_email(
7994 'subject' => $subject,
7995 'html_body' => $html_body,
7996 'text_body' => $text_body,
7999 return $error if $error;
8001 if ( $job ) { #progressbar foo
8003 if ( time - $min_sec > $last ) {
8004 my $error = $job->update_statustext(
8005 int( 100 * $num / $num_cust )
8007 die $error if $error;
8017 use Storable qw(thaw);
8020 sub process_email_search_result {
8022 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8024 my $param = thaw(decode_base64(shift));
8025 warn Dumper($param) if $DEBUG;
8027 $param->{'job'} = $job;
8029 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8030 unless ref($param->{'payby'});
8032 my $error = FS::cust_main->email_search_result( $param );
8033 die $error if $error;
8037 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8039 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8040 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8041 specified (the appropriate ship_ field is also searched).
8043 Additional options are the same as FS::Record::qsearch
8048 my( $self, $fuzzy, $hash, @opt) = @_;
8053 check_and_rebuild_fuzzyfiles();
8054 foreach my $field ( keys %$fuzzy ) {
8056 my $all = $self->all_X($field);
8057 next unless scalar(@$all);
8060 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8063 foreach ( keys %match ) {
8064 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8065 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8068 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8071 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8073 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8081 Returns a masked version of the named field
8086 my ($self,$field) = @_;
8090 'x'x(length($self->getfield($field))-4).
8091 substr($self->getfield($field), (length($self->getfield($field))-4));
8101 =item smart_search OPTION => VALUE ...
8103 Accepts the following options: I<search>, the string to search for. The string
8104 will be searched for as a customer number, phone number, name or company name,
8105 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8106 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8107 skip fuzzy matching when an exact match is found.
8109 Any additional options are treated as an additional qualifier on the search
8112 Returns a (possibly empty) array of FS::cust_main objects.
8119 #here is the agent virtualization
8120 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8124 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8125 my $search = delete $options{'search'};
8126 ( my $alphanum_search = $search ) =~ s/\W//g;
8128 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8130 #false laziness w/Record::ut_phone
8131 my $phonen = "$1-$2-$3";
8132 $phonen .= " x$4" if $4;
8134 push @cust_main, qsearch( {
8135 'table' => 'cust_main',
8136 'hashref' => { %options },
8137 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8139 join(' OR ', map "$_ = '$phonen'",
8140 qw( daytime night fax
8141 ship_daytime ship_night ship_fax )
8144 " AND $agentnums_sql", #agent virtualization
8147 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8148 #try looking for matches with extensions unless one was specified
8150 push @cust_main, qsearch( {
8151 'table' => 'cust_main',
8152 'hashref' => { %options },
8153 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8155 join(' OR ', map "$_ LIKE '$phonen\%'",
8157 ship_daytime ship_night )
8160 " AND $agentnums_sql", #agent virtualization
8165 # custnum search (also try agent_custid), with some tweaking options if your
8166 # legacy cust "numbers" have letters
8169 if ( $search =~ /^\s*(\d+)\s*$/
8170 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8171 && $search =~ /^\s*(\w\w?\d+)\s*$/
8173 || ( $conf->exists('address1-search' )
8174 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8181 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8182 push @cust_main, qsearch( {
8183 'table' => 'cust_main',
8184 'hashref' => { 'custnum' => $num, %options },
8185 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8189 push @cust_main, qsearch( {
8190 'table' => 'cust_main',
8191 'hashref' => { 'agent_custid' => $num, %options },
8192 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8195 if ( $conf->exists('address1-search') ) {
8196 my $len = length($num);
8198 foreach my $prefix ( '', 'ship_' ) {
8199 push @cust_main, qsearch( {
8200 'table' => 'cust_main',
8201 'hashref' => { %options, },
8203 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8204 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8205 " AND $agentnums_sql",
8210 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8212 my($company, $last, $first) = ( $1, $2, $3 );
8214 # "Company (Last, First)"
8215 #this is probably something a browser remembered,
8216 #so just do an exact search (but case-insensitive, so USPS standardization
8217 #doesn't throw a wrench in the works)
8219 foreach my $prefix ( '', 'ship_' ) {
8220 push @cust_main, qsearch( {
8221 'table' => 'cust_main',
8222 'hashref' => { %options },
8224 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8226 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8227 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8228 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8234 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8235 # try (ship_){last,company}
8239 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8240 # # full strings the browser remembers won't work
8241 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8243 use Lingua::EN::NameParse;
8244 my $NameParse = new Lingua::EN::NameParse(
8246 allow_reversed => 1,
8249 my($last, $first) = ( '', '' );
8250 #maybe disable this too and just rely on NameParse?
8251 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8253 ($last, $first) = ( $1, $2 );
8255 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8256 } elsif ( ! $NameParse->parse($value) ) {
8258 my %name = $NameParse->components;
8259 $first = $name{'given_name_1'};
8260 $last = $name{'surname_1'};
8264 if ( $first && $last ) {
8266 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8269 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8271 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8272 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8275 push @cust_main, qsearch( {
8276 'table' => 'cust_main',
8277 'hashref' => \%options,
8278 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8281 # or it just be something that was typed in... (try that in a sec)
8285 my $q_value = dbh->quote($value);
8288 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8289 $sql .= " ( LOWER(last) = $q_value
8290 OR LOWER(company) = $q_value
8291 OR LOWER(ship_last) = $q_value
8292 OR LOWER(ship_company) = $q_value
8294 $sql .= " OR LOWER(address1) = $q_value
8295 OR LOWER(ship_address1) = $q_value
8297 if $conf->exists('address1-search');
8300 push @cust_main, qsearch( {
8301 'table' => 'cust_main',
8302 'hashref' => \%options,
8303 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8306 #no exact match, trying substring/fuzzy
8307 #always do substring & fuzzy (unless they're explicity config'ed off)
8308 #getting complaints searches are not returning enough
8309 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8311 #still some false laziness w/search (was search/cust_main.cgi)
8316 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8317 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8320 if ( $first && $last ) {
8323 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8324 'last' => { op=>'ILIKE', value=>"%$last%" },
8326 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8327 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8334 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8335 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8339 if ( $conf->exists('address1-search') ) {
8341 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8342 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8346 foreach my $hashref ( @hashrefs ) {
8348 push @cust_main, qsearch( {
8349 'table' => 'cust_main',
8350 'hashref' => { %$hashref,
8353 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8362 " AND $agentnums_sql", #extra_sql #agent virtualization
8365 if ( $first && $last ) {
8366 push @cust_main, FS::cust_main->fuzzy_search(
8367 { 'last' => $last, #fuzzy hashref
8368 'first' => $first }, #
8372 foreach my $field ( 'last', 'company' ) {
8374 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8376 if ( $conf->exists('address1-search') ) {
8378 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8385 #eliminate duplicates
8387 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8395 Accepts the following options: I<email>, the email address to search for. The
8396 email address will be searched for as an email invoice destination and as an
8399 #Any additional options are treated as an additional qualifier on the search
8400 #(i.e. I<agentnum>).
8402 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8412 my $email = delete $options{'email'};
8414 #we're only being used by RT at the moment... no agent virtualization yet
8415 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8419 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8421 my ( $user, $domain ) = ( $1, $2 );
8423 warn "$me smart_search: searching for $user in domain $domain"
8429 'table' => 'cust_main_invoice',
8430 'hashref' => { 'dest' => $email },
8437 map $_->cust_svc->cust_pkg,
8439 'table' => 'svc_acct',
8440 'hashref' => { 'username' => $user, },
8442 'AND ( SELECT domain FROM svc_domain
8443 WHERE svc_acct.domsvc = svc_domain.svcnum
8444 ) = '. dbh->quote($domain),
8450 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8452 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8459 =item check_and_rebuild_fuzzyfiles
8463 sub check_and_rebuild_fuzzyfiles {
8464 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8465 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8468 =item rebuild_fuzzyfiles
8472 sub rebuild_fuzzyfiles {
8474 use Fcntl qw(:flock);
8476 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8477 mkdir $dir, 0700 unless -d $dir;
8479 foreach my $fuzzy ( @fuzzyfields ) {
8481 open(LOCK,">>$dir/cust_main.$fuzzy")
8482 or die "can't open $dir/cust_main.$fuzzy: $!";
8484 or die "can't lock $dir/cust_main.$fuzzy: $!";
8486 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8487 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8489 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8490 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8491 " WHERE $field != '' AND $field IS NOT NULL");
8492 $sth->execute or die $sth->errstr;
8494 while ( my $row = $sth->fetchrow_arrayref ) {
8495 print CACHE $row->[0]. "\n";
8500 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8502 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8513 my( $self, $field ) = @_;
8514 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8515 open(CACHE,"<$dir/cust_main.$field")
8516 or die "can't open $dir/cust_main.$field: $!";
8517 my @array = map { chomp; $_; } <CACHE>;
8522 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8526 sub append_fuzzyfiles {
8527 #my( $first, $last, $company ) = @_;
8529 &check_and_rebuild_fuzzyfiles;
8531 use Fcntl qw(:flock);
8533 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8535 foreach my $field (@fuzzyfields) {
8540 open(CACHE,">>$dir/cust_main.$field")
8541 or die "can't open $dir/cust_main.$field: $!";
8542 flock(CACHE,LOCK_EX)
8543 or die "can't lock $dir/cust_main.$field: $!";
8545 print CACHE "$value\n";
8547 flock(CACHE,LOCK_UN)
8548 or die "can't unlock $dir/cust_main.$field: $!";
8563 #warn join('-',keys %$param);
8564 my $fh = $param->{filehandle};
8565 my @fields = @{$param->{fields}};
8567 eval "use Text::CSV_XS;";
8570 my $csv = new Text::CSV_XS;
8577 local $SIG{HUP} = 'IGNORE';
8578 local $SIG{INT} = 'IGNORE';
8579 local $SIG{QUIT} = 'IGNORE';
8580 local $SIG{TERM} = 'IGNORE';
8581 local $SIG{TSTP} = 'IGNORE';
8582 local $SIG{PIPE} = 'IGNORE';
8584 my $oldAutoCommit = $FS::UID::AutoCommit;
8585 local $FS::UID::AutoCommit = 0;
8588 #while ( $columns = $csv->getline($fh) ) {
8590 while ( defined($line=<$fh>) ) {
8592 $csv->parse($line) or do {
8593 $dbh->rollback if $oldAutoCommit;
8594 return "can't parse: ". $csv->error_input();
8597 my @columns = $csv->fields();
8598 #warn join('-',@columns);
8601 foreach my $field ( @fields ) {
8602 $row{$field} = shift @columns;
8605 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8606 unless ( $cust_main ) {
8607 $dbh->rollback if $oldAutoCommit;
8608 return "unknown custnum $row{'custnum'}";
8611 if ( $row{'amount'} > 0 ) {
8612 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8614 $dbh->rollback if $oldAutoCommit;
8618 } elsif ( $row{'amount'} < 0 ) {
8619 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8622 $dbh->rollback if $oldAutoCommit;
8632 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8634 return "Empty file!" unless $imported;
8640 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8642 Sends a templated email notification to the customer (see L<Text::Template>).
8644 OPTIONS is a hash and may include
8646 I<from> - the email sender (default is invoice_from)
8648 I<to> - comma-separated scalar or arrayref of recipients
8649 (default is invoicing_list)
8651 I<subject> - The subject line of the sent email notification
8652 (default is "Notice from company_name")
8654 I<extra_fields> - a hashref of name/value pairs which will be substituted
8657 The following variables are vavailable in the template.
8659 I<$first> - the customer first name
8660 I<$last> - the customer last name
8661 I<$company> - the customer company
8662 I<$payby> - a description of the method of payment for the customer
8663 # would be nice to use FS::payby::shortname
8664 I<$payinfo> - the account information used to collect for this customer
8665 I<$expdate> - the expiration of the customer payment in seconds from epoch
8670 my ($self, $template, %options) = @_;
8672 return unless $conf->exists($template);
8674 my $from = $conf->config('invoice_from', $self->agentnum)
8675 if $conf->exists('invoice_from', $self->agentnum);
8676 $from = $options{from} if exists($options{from});
8678 my $to = join(',', $self->invoicing_list_emailonly);
8679 $to = $options{to} if exists($options{to});
8681 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8682 if $conf->exists('company_name', $self->agentnum);
8683 $subject = $options{subject} if exists($options{subject});
8685 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8686 SOURCE => [ map "$_\n",
8687 $conf->config($template)]
8689 or die "can't create new Text::Template object: Text::Template::ERROR";
8690 $notify_template->compile()
8691 or die "can't compile template: Text::Template::ERROR";
8693 $FS::notify_template::_template::company_name =
8694 $conf->config('company_name', $self->agentnum);
8695 $FS::notify_template::_template::company_address =
8696 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8698 my $paydate = $self->paydate || '2037-12-31';
8699 $FS::notify_template::_template::first = $self->first;
8700 $FS::notify_template::_template::last = $self->last;
8701 $FS::notify_template::_template::company = $self->company;
8702 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8703 my $payby = $self->payby;
8704 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8705 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8707 #credit cards expire at the end of the month/year of their exp date
8708 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8709 $FS::notify_template::_template::payby = 'credit card';
8710 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8711 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8713 }elsif ($payby eq 'COMP') {
8714 $FS::notify_template::_template::payby = 'complimentary account';
8716 $FS::notify_template::_template::payby = 'current method';
8718 $FS::notify_template::_template::expdate = $expire_time;
8720 for (keys %{$options{extra_fields}}){
8722 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8725 send_email(from => $from,
8727 subject => $subject,
8728 body => $notify_template->fill_in( PACKAGE =>
8729 'FS::notify_template::_template' ),
8734 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8736 Generates a templated notification to the customer (see L<Text::Template>).
8738 OPTIONS is a hash and may include
8740 I<extra_fields> - a hashref of name/value pairs which will be substituted
8741 into the template. These values may override values mentioned below
8742 and those from the customer record.
8744 The following variables are available in the template instead of or in addition
8745 to the fields of the customer record.
8747 I<$payby> - a description of the method of payment for the customer
8748 # would be nice to use FS::payby::shortname
8749 I<$payinfo> - the masked account information used to collect for this customer
8750 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8751 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8755 sub generate_letter {
8756 my ($self, $template, %options) = @_;
8758 return unless $conf->exists($template);
8760 my $letter_template = new Text::Template
8762 SOURCE => [ map "$_\n", $conf->config($template)],
8763 DELIMITERS => [ '[@--', '--@]' ],
8765 or die "can't create new Text::Template object: Text::Template::ERROR";
8767 $letter_template->compile()
8768 or die "can't compile template: Text::Template::ERROR";
8770 my %letter_data = map { $_ => $self->$_ } $self->fields;
8771 $letter_data{payinfo} = $self->mask_payinfo;
8773 #my $paydate = $self->paydate || '2037-12-31';
8774 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8776 my $payby = $self->payby;
8777 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8778 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8780 #credit cards expire at the end of the month/year of their exp date
8781 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8782 $letter_data{payby} = 'credit card';
8783 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8784 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8786 }elsif ($payby eq 'COMP') {
8787 $letter_data{payby} = 'complimentary account';
8789 $letter_data{payby} = 'current method';
8791 $letter_data{expdate} = $expire_time;
8793 for (keys %{$options{extra_fields}}){
8794 $letter_data{$_} = $options{extra_fields}->{$_};
8797 unless(exists($letter_data{returnaddress})){
8798 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8799 $self->agent_template)
8801 if ( length($retadd) ) {
8802 $letter_data{returnaddress} = $retadd;
8803 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8804 $letter_data{returnaddress} =
8805 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8806 $conf->config('company_address', $self->agentnum)
8809 $letter_data{returnaddress} = '~';
8813 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8815 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8817 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8818 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8822 ) or die "can't open temp file: $!\n";
8824 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8826 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8830 =item print_ps TEMPLATE
8832 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8838 my $file = $self->generate_letter(@_);
8839 FS::Misc::generate_ps($file);
8842 =item print TEMPLATE
8844 Prints the filled in template.
8846 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8850 sub queueable_print {
8853 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8854 or die "invalid customer number: " . $opt{custvnum};
8856 my $error = $self->print( $opt{template} );
8857 die $error if $error;
8861 my ($self, $template) = (shift, shift);
8862 do_print [ $self->print_ps($template) ];
8865 #these three subs should just go away once agent stuff is all config overrides
8867 sub agent_template {
8869 $self->_agent_plandata('agent_templatename');
8872 sub agent_invoice_from {
8874 $self->_agent_plandata('agent_invoice_from');
8877 sub _agent_plandata {
8878 my( $self, $option ) = @_;
8880 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8881 #agent-specific Conf
8883 use FS::part_event::Condition;
8885 my $agentnum = $self->agentnum;
8887 my $regexp = regexp_sql();
8889 my $part_event_option =
8891 'select' => 'part_event_option.*',
8892 'table' => 'part_event_option',
8894 LEFT JOIN part_event USING ( eventpart )
8895 LEFT JOIN part_event_option AS peo_agentnum
8896 ON ( part_event.eventpart = peo_agentnum.eventpart
8897 AND peo_agentnum.optionname = 'agentnum'
8898 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8900 LEFT JOIN part_event_condition
8901 ON ( part_event.eventpart = part_event_condition.eventpart
8902 AND part_event_condition.conditionname = 'cust_bill_age'
8904 LEFT JOIN part_event_condition_option
8905 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8906 AND part_event_condition_option.optionname = 'age'
8909 #'hashref' => { 'optionname' => $option },
8910 #'hashref' => { 'part_event_option.optionname' => $option },
8912 " WHERE part_event_option.optionname = ". dbh->quote($option).
8913 " AND action = 'cust_bill_send_agent' ".
8914 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8915 " AND peo_agentnum.optionname = 'agentnum' ".
8916 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8918 CASE WHEN part_event_condition_option.optionname IS NULL
8920 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8922 , part_event.weight".
8926 unless ( $part_event_option ) {
8927 return $self->agent->invoice_template || ''
8928 if $option eq 'agent_templatename';
8932 $part_event_option->optionvalue;
8936 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
8938 Subroutine (not a method), designed to be called from the queue.
8940 Takes a list of options and values.
8942 Pulls up the customer record via the custnum option and calls bill_and_collect.
8947 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8949 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8950 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
8952 $cust_main->bill_and_collect( %args );
8955 sub _upgrade_data { #class method
8956 my ($class, %opts) = @_;
8958 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8959 my $sth = dbh->prepare($sql) or die dbh->errstr;
8960 $sth->execute or die $sth->errstr;
8962 local($ignore_expired_card) = 1;
8963 $class->_upgrade_otaker(%opts);
8973 The delete method should possibly take an FS::cust_main object reference
8974 instead of a scalar customer number.
8976 Bill and collect options should probably be passed as references instead of a
8979 There should probably be a configuration file with a list of allowed credit
8982 No multiple currency support (probably a larger project than just this module).
8984 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8986 Birthdates rely on negative epoch values.
8988 The payby for card/check batches is broken. With mixed batching, bad
8991 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8995 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8996 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8997 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.