5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf
7 $import $ignore_expired_card
8 $skip_fuzzyfiles @fuzzyfields
11 use vars qw( $realtime_bop_decline_quiet ); #ugh
15 use Scalar::Util qw( blessed );
16 use List::Util qw( min );
17 use Time::Local qw(timelocal);
20 use Digest::MD5 qw(md5_base64);
23 use File::Temp qw( tempfile );
24 use String::Approx qw(amatch);
25 use Business::CreditCard 0.28;
27 use FS::UID qw( getotaker dbh driver_name );
28 use FS::Record qw( qsearchs qsearch dbdef );
29 use FS::Misc qw( generate_email send_email generate_ps do_print );
30 use FS::Msgcat qw(gettext);
35 use FS::cust_bill_pkg;
36 use FS::cust_bill_pkg_display;
37 use FS::cust_bill_pkg_tax_location;
38 use FS::cust_bill_pkg_tax_rate_location;
40 use FS::cust_pay_pending;
41 use FS::cust_pay_void;
42 use FS::cust_pay_batch;
45 use FS::part_referral;
46 use FS::cust_main_county;
47 use FS::cust_location;
48 use FS::cust_main_exemption;
49 use FS::cust_tax_adjustment;
51 use FS::tax_rate_location;
52 use FS::cust_tax_location;
53 use FS::part_pkg_taxrate;
55 use FS::cust_main_invoice;
56 use FS::cust_credit_bill;
57 use FS::cust_bill_pay;
58 use FS::prepay_credit;
62 use FS::part_event_condition;
65 use FS::payment_gateway;
66 use FS::agent_payment_gateway;
68 use FS::payinfo_Mixin;
71 @ISA = qw( FS::payinfo_Mixin FS::Record );
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 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$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 (assigned automatically, see L<FS::UID>)
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";
550 warn " insert complete; committing transaction\n"
553 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
558 use File::CounterFile;
559 sub auto_agent_custid {
562 my $format = $conf->config('cust_main-auto_agent_custid');
564 if ( $format eq '1YMMXXXXXXXX' ) {
566 my $counter = new File::CounterFile 'cust_main.agent_custid';
569 my $ym = 100000000000 + time2str('%y%m00000000', time);
570 if ( $ym > $counter->value ) {
571 $counter->{'value'} = $agent_custid = $ym;
572 $counter->{'updated'} = 1;
574 $agent_custid = $counter->inc;
580 die "Unknown cust_main-auto_agent_custid format: $format";
583 $self->agent_custid($agent_custid);
587 sub start_copy_skel {
590 #'mg_user_preference' => {},
591 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
592 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
593 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
594 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
595 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
598 _copy_skel( 'cust_main', #tablename
599 $conf->config('cust_main-skeleton_custnum'), #sourceid
600 $self->custnum, #destid
601 @tables, #child tables
605 #recursive subroutine, not a method
607 my( $table, $sourceid, $destid, %child_tables ) = @_;
610 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
611 ( $table, $primary_key ) = ( $1, $2 );
613 my $dbdef_table = dbdef->table($table);
614 $primary_key = $dbdef_table->primary_key
615 or return "$table has no primary key".
616 " (or do you need to run dbdef-create?)";
619 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
620 join (', ', keys %child_tables). "\n"
623 foreach my $child_table_def ( keys %child_tables ) {
627 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
628 ( $child_table, $child_pkey ) = ( $1, $2 );
630 $child_table = $child_table_def;
632 $child_pkey = dbdef->table($child_table)->primary_key;
633 # or return "$table has no primary key".
634 # " (or do you need to run dbdef-create?)\n";
638 if ( keys %{ $child_tables{$child_table_def} } ) {
640 return "$child_table has no primary key".
641 " (run dbdef-create or try specifying it?)\n"
644 #false laziness w/Record::insert and only works on Pg
645 #refactor the proper last-inserted-id stuff out of Record::insert if this
646 # ever gets use for anything besides a quick kludge for one customer
647 my $default = dbdef->table($child_table)->column($child_pkey)->default;
648 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
649 or return "can't parse $child_table.$child_pkey default value ".
650 " for sequence name: $default";
655 my @sel_columns = grep { $_ ne $primary_key }
656 dbdef->table($child_table)->columns;
657 my $sel_columns = join(', ', @sel_columns );
659 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
660 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
661 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
663 my $sel_st = "SELECT $sel_columns FROM $child_table".
664 " WHERE $primary_key = $sourceid";
667 my $sel_sth = dbh->prepare( $sel_st )
668 or return dbh->errstr;
670 $sel_sth->execute or return $sel_sth->errstr;
672 while ( my $row = $sel_sth->fetchrow_hashref ) {
674 warn " selected row: ".
675 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
679 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
680 my $ins_sth =dbh->prepare($statement)
681 or return dbh->errstr;
682 my @param = ( $destid, map $row->{$_}, @ins_columns );
683 warn " $statement: [ ". join(', ', @param). " ]\n"
685 $ins_sth->execute( @param )
686 or return $ins_sth->errstr;
688 #next unless keys %{ $child_tables{$child_table} };
689 next unless $sequence;
691 #another section of that laziness
692 my $seq_sql = "SELECT currval('$sequence')";
693 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
694 $seq_sth->execute or return $seq_sth->errstr;
695 my $insertid = $seq_sth->fetchrow_arrayref->[0];
697 # don't drink soap! recurse! recurse! okay!
699 _copy_skel( $child_table_def,
700 $row->{$child_pkey}, #sourceid
702 %{ $child_tables{$child_table_def} },
704 return $error if $error;
714 =item order_pkg HASHREF | OPTION => VALUE ...
716 Orders a single package.
718 Options may be passed as a list of key/value pairs or as a hash reference.
729 Optional FS::cust_location object
733 Optional arryaref of FS::svc_* service objects.
737 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
738 jobs will have a dependancy on the supplied job (they will not run until the
739 specific job completes). This can be used to defer provisioning until some
740 action completes (such as running the customer's credit card successfully).
744 Optional subject for a ticket created and attached to this customer
748 Optional queue name for ticket additions
756 my $opt = ref($_[0]) ? shift : { @_ };
758 warn "$me order_pkg called with options ".
759 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
762 my $cust_pkg = $opt->{'cust_pkg'};
763 my $svcs = $opt->{'svcs'} || [];
765 my %svc_options = ();
766 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
767 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
769 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
770 qw( ticket_subject ticket_queue );
772 local $SIG{HUP} = 'IGNORE';
773 local $SIG{INT} = 'IGNORE';
774 local $SIG{QUIT} = 'IGNORE';
775 local $SIG{TERM} = 'IGNORE';
776 local $SIG{TSTP} = 'IGNORE';
777 local $SIG{PIPE} = 'IGNORE';
779 my $oldAutoCommit = $FS::UID::AutoCommit;
780 local $FS::UID::AutoCommit = 0;
783 if ( $opt->{'cust_location'} &&
784 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
785 my $error = $opt->{'cust_location'}->insert;
787 $dbh->rollback if $oldAutoCommit;
788 return "inserting cust_location (transaction rolled back): $error";
790 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
793 $cust_pkg->custnum( $self->custnum );
795 my $error = $cust_pkg->insert( %insert_params );
797 $dbh->rollback if $oldAutoCommit;
798 return "inserting cust_pkg (transaction rolled back): $error";
801 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
802 if ( $svc_something->svcnum ) {
803 my $old_cust_svc = $svc_something->cust_svc;
804 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
805 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
806 $error = $new_cust_svc->replace($old_cust_svc);
808 $svc_something->pkgnum( $cust_pkg->pkgnum );
809 if ( $svc_something->isa('FS::svc_acct') ) {
810 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
811 qw( seconds upbytes downbytes totalbytes ) ) {
812 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
813 ${ $opt->{$_.'_ref'} } = 0;
816 $error = $svc_something->insert(%svc_options);
819 $dbh->rollback if $oldAutoCommit;
820 return "inserting svc_ (transaction rolled back): $error";
824 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
829 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
830 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
832 Like the insert method on an existing record, this method orders multiple
833 packages and included services atomicaly. Pass a Tie::RefHash data structure
834 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
835 There should be a better explanation of this, but until then, here's an
839 tie %hash, 'Tie::RefHash'; #this part is important
841 $cust_pkg => [ $svc_acct ],
844 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
846 Services can be new, in which case they are inserted, or existing unaudited
847 services, in which case they are linked to the newly-created package.
849 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
850 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
852 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
853 on the supplied jobnum (they will not run until the specific job completes).
854 This can be used to defer provisioning until some action completes (such
855 as running the customer's credit card successfully).
857 The I<noexport> option is deprecated. If I<noexport> is set true, no
858 provisioning jobs (exports) are scheduled. (You can schedule them later with
859 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
860 on the cust_main object is not recommended, as existing services will also be
863 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
864 provided, the scalars (provided by references) will be incremented by the
865 values of the prepaid card.`
871 my $cust_pkgs = shift;
872 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
874 $seconds_ref ||= $options{'seconds_ref'};
876 warn "$me order_pkgs called with options ".
877 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
880 local $SIG{HUP} = 'IGNORE';
881 local $SIG{INT} = 'IGNORE';
882 local $SIG{QUIT} = 'IGNORE';
883 local $SIG{TERM} = 'IGNORE';
884 local $SIG{TSTP} = 'IGNORE';
885 local $SIG{PIPE} = 'IGNORE';
887 my $oldAutoCommit = $FS::UID::AutoCommit;
888 local $FS::UID::AutoCommit = 0;
891 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
893 foreach my $cust_pkg ( keys %$cust_pkgs ) {
895 my $error = $self->order_pkg(
896 'cust_pkg' => $cust_pkg,
897 'svcs' => $cust_pkgs->{$cust_pkg},
898 'seconds_ref' => $seconds_ref,
899 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
904 $dbh->rollback if $oldAutoCommit;
910 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
914 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
916 Recharges this (existing) customer with the specified prepaid card (see
917 L<FS::prepay_credit>), specified either by I<identifier> or as an
918 FS::prepay_credit object. If there is an error, returns the error, otherwise
921 Optionally, five scalar references can be passed as well. They will have their
922 values filled in with the amount, number of seconds, and number of upload,
923 download, and total bytes applied by this prepaid card.
927 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
928 #the only place that uses these args
929 sub recharge_prepay {
930 my( $self, $prepay_credit, $amountref, $secondsref,
931 $upbytesref, $downbytesref, $totalbytesref ) = @_;
933 local $SIG{HUP} = 'IGNORE';
934 local $SIG{INT} = 'IGNORE';
935 local $SIG{QUIT} = 'IGNORE';
936 local $SIG{TERM} = 'IGNORE';
937 local $SIG{TSTP} = 'IGNORE';
938 local $SIG{PIPE} = 'IGNORE';
940 my $oldAutoCommit = $FS::UID::AutoCommit;
941 local $FS::UID::AutoCommit = 0;
944 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
946 my $error = $self->get_prepay( $prepay_credit,
947 'amount_ref' => \$amount,
948 'seconds_ref' => \$seconds,
949 'upbytes_ref' => \$upbytes,
950 'downbytes_ref' => \$downbytes,
951 'totalbytes_ref' => \$totalbytes,
953 || $self->increment_seconds($seconds)
954 || $self->increment_upbytes($upbytes)
955 || $self->increment_downbytes($downbytes)
956 || $self->increment_totalbytes($totalbytes)
957 || $self->insert_cust_pay_prepay( $amount,
959 ? $prepay_credit->identifier
964 $dbh->rollback if $oldAutoCommit;
968 if ( defined($amountref) ) { $$amountref = $amount; }
969 if ( defined($secondsref) ) { $$secondsref = $seconds; }
970 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
971 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
972 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
974 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
979 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
981 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
982 specified either by I<identifier> or as an FS::prepay_credit object.
984 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
985 incremented by the values of the prepaid card.
987 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
988 check or set this customer's I<agentnum>.
990 If there is an error, returns the error, otherwise returns false.
996 my( $self, $prepay_credit, %opt ) = @_;
998 local $SIG{HUP} = 'IGNORE';
999 local $SIG{INT} = 'IGNORE';
1000 local $SIG{QUIT} = 'IGNORE';
1001 local $SIG{TERM} = 'IGNORE';
1002 local $SIG{TSTP} = 'IGNORE';
1003 local $SIG{PIPE} = 'IGNORE';
1005 my $oldAutoCommit = $FS::UID::AutoCommit;
1006 local $FS::UID::AutoCommit = 0;
1009 unless ( ref($prepay_credit) ) {
1011 my $identifier = $prepay_credit;
1013 $prepay_credit = qsearchs(
1015 { 'identifier' => $prepay_credit },
1020 unless ( $prepay_credit ) {
1021 $dbh->rollback if $oldAutoCommit;
1022 return "Invalid prepaid card: ". $identifier;
1027 if ( $prepay_credit->agentnum ) {
1028 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1029 $dbh->rollback if $oldAutoCommit;
1030 return "prepaid card not valid for agent ". $self->agentnum;
1032 $self->agentnum($prepay_credit->agentnum);
1035 my $error = $prepay_credit->delete;
1037 $dbh->rollback if $oldAutoCommit;
1038 return "removing prepay_credit (transaction rolled back): $error";
1041 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1042 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1044 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1049 =item increment_upbytes SECONDS
1051 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1052 the specified number of upbytes. If there is an error, returns the error,
1053 otherwise returns false.
1057 sub increment_upbytes {
1058 _increment_column( shift, 'upbytes', @_);
1061 =item increment_downbytes SECONDS
1063 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1064 the specified number of downbytes. If there is an error, returns the error,
1065 otherwise returns false.
1069 sub increment_downbytes {
1070 _increment_column( shift, 'downbytes', @_);
1073 =item increment_totalbytes SECONDS
1075 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1076 the specified number of totalbytes. If there is an error, returns the error,
1077 otherwise returns false.
1081 sub increment_totalbytes {
1082 _increment_column( shift, 'totalbytes', @_);
1085 =item increment_seconds SECONDS
1087 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1088 the specified number of seconds. If there is an error, returns the error,
1089 otherwise returns false.
1093 sub increment_seconds {
1094 _increment_column( shift, 'seconds', @_);
1097 =item _increment_column AMOUNT
1099 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1100 the specified number of seconds or bytes. If there is an error, returns
1101 the error, otherwise returns false.
1105 sub _increment_column {
1106 my( $self, $column, $amount ) = @_;
1107 warn "$me increment_column called: $column, $amount\n"
1110 return '' unless $amount;
1112 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1113 $self->ncancelled_pkgs;
1115 if ( ! @cust_pkg ) {
1116 return 'No packages with primary or single services found'.
1117 ' to apply pre-paid time';
1118 } elsif ( scalar(@cust_pkg) > 1 ) {
1119 #maybe have a way to specify the package/account?
1120 return 'Multiple packages found to apply pre-paid time';
1123 my $cust_pkg = $cust_pkg[0];
1124 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1128 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1130 if ( ! @cust_svc ) {
1131 return 'No account found to apply pre-paid time';
1132 } elsif ( scalar(@cust_svc) > 1 ) {
1133 return 'Multiple accounts found to apply pre-paid time';
1136 my $svc_acct = $cust_svc[0]->svc_x;
1137 warn " found service svcnum ". $svc_acct->pkgnum.
1138 ' ('. $svc_acct->email. ")\n"
1141 $column = "increment_$column";
1142 $svc_acct->$column($amount);
1146 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1148 Inserts a prepayment in the specified amount for this customer. An optional
1149 second argument can specify the prepayment identifier for tracking purposes.
1150 If there is an error, returns the error, otherwise returns false.
1154 sub insert_cust_pay_prepay {
1155 shift->insert_cust_pay('PREP', @_);
1158 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1160 Inserts a cash payment in the specified amount for this customer. An optional
1161 second argument can specify the payment identifier for tracking purposes.
1162 If there is an error, returns the error, otherwise returns false.
1166 sub insert_cust_pay_cash {
1167 shift->insert_cust_pay('CASH', @_);
1170 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1172 Inserts a Western Union payment in the specified amount for this customer. An
1173 optional second argument can specify the prepayment identifier for tracking
1174 purposes. If there is an error, returns the error, otherwise returns false.
1178 sub insert_cust_pay_west {
1179 shift->insert_cust_pay('WEST', @_);
1182 sub insert_cust_pay {
1183 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1184 my $payinfo = scalar(@_) ? shift : '';
1186 my $cust_pay = new FS::cust_pay {
1187 'custnum' => $self->custnum,
1188 'paid' => sprintf('%.2f', $amount),
1189 #'_date' => #date the prepaid card was purchased???
1191 'payinfo' => $payinfo,
1199 This method is deprecated. See the I<depend_jobnum> option to the insert and
1200 order_pkgs methods for a better way to defer provisioning.
1202 Re-schedules all exports by calling the B<reexport> method of all associated
1203 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1204 otherwise returns false.
1211 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1212 "use the depend_jobnum option to insert or order_pkgs to delay export";
1214 local $SIG{HUP} = 'IGNORE';
1215 local $SIG{INT} = 'IGNORE';
1216 local $SIG{QUIT} = 'IGNORE';
1217 local $SIG{TERM} = 'IGNORE';
1218 local $SIG{TSTP} = 'IGNORE';
1219 local $SIG{PIPE} = 'IGNORE';
1221 my $oldAutoCommit = $FS::UID::AutoCommit;
1222 local $FS::UID::AutoCommit = 0;
1225 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1226 my $error = $cust_pkg->reexport;
1228 $dbh->rollback if $oldAutoCommit;
1233 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1238 =item delete NEW_CUSTNUM
1240 This deletes the customer. If there is an error, returns the error, otherwise
1243 This will completely remove all traces of the customer record. This is not
1244 what you want when a customer cancels service; for that, cancel all of the
1245 customer's packages (see L</cancel>).
1247 If the customer has any uncancelled packages, you need to pass a new (valid)
1248 customer number for those packages to be transferred to. Cancelled packages
1249 will be deleted. Did I mention that this is NOT what you want when a customer
1250 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1252 You can't delete a customer with invoices (see L<FS::cust_bill>),
1253 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1254 refunds (see L<FS::cust_refund>).
1261 local $SIG{HUP} = 'IGNORE';
1262 local $SIG{INT} = 'IGNORE';
1263 local $SIG{QUIT} = 'IGNORE';
1264 local $SIG{TERM} = 'IGNORE';
1265 local $SIG{TSTP} = 'IGNORE';
1266 local $SIG{PIPE} = 'IGNORE';
1268 my $oldAutoCommit = $FS::UID::AutoCommit;
1269 local $FS::UID::AutoCommit = 0;
1272 if ( $self->cust_bill ) {
1273 $dbh->rollback if $oldAutoCommit;
1274 return "Can't delete a customer with invoices";
1276 if ( $self->cust_credit ) {
1277 $dbh->rollback if $oldAutoCommit;
1278 return "Can't delete a customer with credits";
1280 if ( $self->cust_pay ) {
1281 $dbh->rollback if $oldAutoCommit;
1282 return "Can't delete a customer with payments";
1284 if ( $self->cust_refund ) {
1285 $dbh->rollback if $oldAutoCommit;
1286 return "Can't delete a customer with refunds";
1289 my @cust_pkg = $self->ncancelled_pkgs;
1291 my $new_custnum = shift;
1292 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1293 $dbh->rollback if $oldAutoCommit;
1294 return "Invalid new customer number: $new_custnum";
1296 foreach my $cust_pkg ( @cust_pkg ) {
1297 my %hash = $cust_pkg->hash;
1298 $hash{'custnum'} = $new_custnum;
1299 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1300 my $error = $new_cust_pkg->replace($cust_pkg,
1301 options => { $cust_pkg->options },
1304 $dbh->rollback if $oldAutoCommit;
1309 my @cancelled_cust_pkg = $self->all_pkgs;
1310 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1311 my $error = $cust_pkg->delete;
1313 $dbh->rollback if $oldAutoCommit;
1318 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1319 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1321 my $error = $cust_main_invoice->delete;
1323 $dbh->rollback if $oldAutoCommit;
1328 foreach my $cust_main_exemption (
1329 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1331 my $error = $cust_main_exemption->delete;
1333 $dbh->rollback if $oldAutoCommit;
1338 my $error = $self->SUPER::delete;
1340 $dbh->rollback if $oldAutoCommit;
1344 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1349 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1352 Replaces the OLD_RECORD with this one in the database. If there is an error,
1353 returns the error, otherwise returns false.
1355 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1356 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1357 expected and rollback the entire transaction; it is not necessary to call
1358 check_invoicing_list first. Here's an example:
1360 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1362 Currently available options are: I<tax_exemption>.
1364 The I<tax_exemption> option can be set to an arrayref of tax names.
1365 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1372 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1374 : $self->replace_old;
1378 warn "$me replace called\n"
1381 my $curuser = $FS::CurrentUser::CurrentUser;
1382 if ( $self->payby eq 'COMP'
1383 && $self->payby ne $old->payby
1384 && ! $curuser->access_right('Complimentary customer')
1387 return "You are not permitted to create complimentary accounts.";
1390 local($ignore_expired_card) = 1
1391 if $old->payby =~ /^(CARD|DCRD)$/
1392 && $self->payby =~ /^(CARD|DCRD)$/
1393 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1395 local $SIG{HUP} = 'IGNORE';
1396 local $SIG{INT} = 'IGNORE';
1397 local $SIG{QUIT} = 'IGNORE';
1398 local $SIG{TERM} = 'IGNORE';
1399 local $SIG{TSTP} = 'IGNORE';
1400 local $SIG{PIPE} = 'IGNORE';
1402 my $oldAutoCommit = $FS::UID::AutoCommit;
1403 local $FS::UID::AutoCommit = 0;
1406 my $error = $self->SUPER::replace($old);
1409 $dbh->rollback if $oldAutoCommit;
1413 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1414 my $invoicing_list = shift @param;
1415 $error = $self->check_invoicing_list( $invoicing_list );
1417 $dbh->rollback if $oldAutoCommit;
1420 $self->invoicing_list( $invoicing_list );
1423 my %options = @param;
1425 my $tax_exemption = delete $options{'tax_exemption'};
1426 if ( $tax_exemption ) {
1428 my %cust_main_exemption =
1429 map { $_->taxname => $_ }
1430 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1432 foreach my $taxname ( @$tax_exemption ) {
1434 next if delete $cust_main_exemption{$taxname};
1436 my $cust_main_exemption = new FS::cust_main_exemption {
1437 'custnum' => $self->custnum,
1438 'taxname' => $taxname,
1440 my $error = $cust_main_exemption->insert;
1442 $dbh->rollback if $oldAutoCommit;
1443 return "inserting cust_main_exemption (transaction rolled back): $error";
1447 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1448 my $error = $cust_main_exemption->delete;
1450 $dbh->rollback if $oldAutoCommit;
1451 return "deleting cust_main_exemption (transaction rolled back): $error";
1457 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1458 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1459 # card/check/lec info has changed, want to retry realtime_ invoice events
1460 my $error = $self->retry_realtime;
1462 $dbh->rollback if $oldAutoCommit;
1467 unless ( $import || $skip_fuzzyfiles ) {
1468 $error = $self->queue_fuzzyfiles_update;
1470 $dbh->rollback if $oldAutoCommit;
1471 return "updating fuzzy search cache: $error";
1475 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1480 =item queue_fuzzyfiles_update
1482 Used by insert & replace to update the fuzzy search cache
1486 sub queue_fuzzyfiles_update {
1489 local $SIG{HUP} = 'IGNORE';
1490 local $SIG{INT} = 'IGNORE';
1491 local $SIG{QUIT} = 'IGNORE';
1492 local $SIG{TERM} = 'IGNORE';
1493 local $SIG{TSTP} = 'IGNORE';
1494 local $SIG{PIPE} = 'IGNORE';
1496 my $oldAutoCommit = $FS::UID::AutoCommit;
1497 local $FS::UID::AutoCommit = 0;
1500 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1501 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1503 $dbh->rollback if $oldAutoCommit;
1504 return "queueing job (transaction rolled back): $error";
1507 if ( $self->ship_last ) {
1508 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1509 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1511 $dbh->rollback if $oldAutoCommit;
1512 return "queueing job (transaction rolled back): $error";
1516 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1523 Checks all fields to make sure this is a valid customer record. If there is
1524 an error, returns the error, otherwise returns false. Called by the insert
1525 and replace methods.
1532 warn "$me check BEFORE: \n". $self->_dump
1536 $self->ut_numbern('custnum')
1537 || $self->ut_number('agentnum')
1538 || $self->ut_textn('agent_custid')
1539 || $self->ut_number('refnum')
1540 || $self->ut_textn('custbatch')
1541 || $self->ut_name('last')
1542 || $self->ut_name('first')
1543 || $self->ut_snumbern('birthdate')
1544 || $self->ut_snumbern('signupdate')
1545 || $self->ut_textn('company')
1546 || $self->ut_text('address1')
1547 || $self->ut_textn('address2')
1548 || $self->ut_text('city')
1549 || $self->ut_textn('county')
1550 || $self->ut_textn('state')
1551 || $self->ut_country('country')
1552 || $self->ut_anything('comments')
1553 || $self->ut_numbern('referral_custnum')
1554 || $self->ut_textn('stateid')
1555 || $self->ut_textn('stateid_state')
1556 || $self->ut_textn('invoice_terms')
1557 || $self->ut_alphan('geocode')
1558 || $self->ut_floatn('cdr_termination_percentage')
1561 #barf. need message catalogs. i18n. etc.
1562 $error .= "Please select an advertising source."
1563 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1564 return $error if $error;
1566 return "Unknown agent"
1567 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1569 return "Unknown refnum"
1570 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1572 return "Unknown referring custnum: ". $self->referral_custnum
1573 unless ! $self->referral_custnum
1574 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1576 if ( $self->censustract ne '' ) {
1577 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1578 or return "Illegal census tract: ". $self->censustract;
1580 $self->censustract("$1.$2");
1583 if ( $self->ss eq '' ) {
1588 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1589 or return "Illegal social security number: ". $self->ss;
1590 $self->ss("$1-$2-$3");
1594 # bad idea to disable, causes billing to fail because of no tax rates later
1595 # unless ( $import ) {
1596 unless ( qsearch('cust_main_county', {
1597 'country' => $self->country,
1600 return "Unknown state/county/country: ".
1601 $self->state. "/". $self->county. "/". $self->country
1602 unless qsearch('cust_main_county',{
1603 'state' => $self->state,
1604 'county' => $self->county,
1605 'country' => $self->country,
1611 $self->ut_phonen('daytime', $self->country)
1612 || $self->ut_phonen('night', $self->country)
1613 || $self->ut_phonen('fax', $self->country)
1614 || $self->ut_zip('zip', $self->country)
1616 return $error if $error;
1618 if ( $conf->exists('cust_main-require_phone')
1619 && ! length($self->daytime) && ! length($self->night)
1622 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1624 : FS::Msgcat::_gettext('daytime');
1625 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1627 : FS::Msgcat::_gettext('night');
1629 return "$daytime_label or $night_label is required"
1633 if ( $self->has_ship_address
1634 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1635 $self->addr_fields )
1639 $self->ut_name('ship_last')
1640 || $self->ut_name('ship_first')
1641 || $self->ut_textn('ship_company')
1642 || $self->ut_text('ship_address1')
1643 || $self->ut_textn('ship_address2')
1644 || $self->ut_text('ship_city')
1645 || $self->ut_textn('ship_county')
1646 || $self->ut_textn('ship_state')
1647 || $self->ut_country('ship_country')
1649 return $error if $error;
1651 #false laziness with above
1652 unless ( qsearchs('cust_main_county', {
1653 'country' => $self->ship_country,
1656 return "Unknown ship_state/ship_county/ship_country: ".
1657 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1658 unless qsearch('cust_main_county',{
1659 'state' => $self->ship_state,
1660 'county' => $self->ship_county,
1661 'country' => $self->ship_country,
1667 $self->ut_phonen('ship_daytime', $self->ship_country)
1668 || $self->ut_phonen('ship_night', $self->ship_country)
1669 || $self->ut_phonen('ship_fax', $self->ship_country)
1670 || $self->ut_zip('ship_zip', $self->ship_country)
1672 return $error if $error;
1674 return "Unit # is required."
1675 if $self->ship_address2 =~ /^\s*$/
1676 && $conf->exists('cust_main-require_address2');
1678 } else { # ship_ info eq billing info, so don't store dup info in database
1680 $self->setfield("ship_$_", '')
1681 foreach $self->addr_fields;
1683 return "Unit # is required."
1684 if $self->address2 =~ /^\s*$/
1685 && $conf->exists('cust_main-require_address2');
1689 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1690 # or return "Illegal payby: ". $self->payby;
1692 FS::payby->can_payby($self->table, $self->payby)
1693 or return "Illegal payby: ". $self->payby;
1695 $error = $self->ut_numbern('paystart_month')
1696 || $self->ut_numbern('paystart_year')
1697 || $self->ut_numbern('payissue')
1698 || $self->ut_textn('paytype')
1700 return $error if $error;
1702 if ( $self->payip eq '' ) {
1705 $error = $self->ut_ip('payip');
1706 return $error if $error;
1709 # If it is encrypted and the private key is not availaible then we can't
1710 # check the credit card.
1712 my $check_payinfo = 1;
1714 if ($self->is_encrypted($self->payinfo)) {
1718 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1720 my $payinfo = $self->payinfo;
1721 $payinfo =~ s/\D//g;
1722 $payinfo =~ /^(\d{13,16})$/
1723 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1725 $self->payinfo($payinfo);
1727 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1729 return gettext('unknown_card_type')
1730 if cardtype($self->payinfo) eq "Unknown";
1732 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1734 return 'Banned credit card: banned on '.
1735 time2str('%a %h %o at %r', $ban->_date).
1736 ' by '. $ban->otaker.
1737 ' (ban# '. $ban->bannum. ')';
1740 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1741 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1742 $self->paycvv =~ /^(\d{4})$/
1743 or return "CVV2 (CID) for American Express cards is four digits.";
1746 $self->paycvv =~ /^(\d{3})$/
1747 or return "CVV2 (CVC2/CID) is three digits.";
1754 my $cardtype = cardtype($payinfo);
1755 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1757 return "Start date or issue number is required for $cardtype cards"
1758 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1760 return "Start month must be between 1 and 12"
1761 if $self->paystart_month
1762 and $self->paystart_month < 1 || $self->paystart_month > 12;
1764 return "Start year must be 1990 or later"
1765 if $self->paystart_year
1766 and $self->paystart_year < 1990;
1768 return "Issue number must be beween 1 and 99"
1770 and $self->payissue < 1 || $self->payissue > 99;
1773 $self->paystart_month('');
1774 $self->paystart_year('');
1775 $self->payissue('');
1778 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1780 my $payinfo = $self->payinfo;
1781 $payinfo =~ s/[^\d\@]//g;
1782 if ( $conf->exists('echeck-nonus') ) {
1783 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1784 $payinfo = "$1\@$2";
1786 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1787 $payinfo = "$1\@$2";
1789 $self->payinfo($payinfo);
1792 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1794 return 'Banned ACH account: banned on '.
1795 time2str('%a %h %o at %r', $ban->_date).
1796 ' by '. $ban->otaker.
1797 ' (ban# '. $ban->bannum. ')';
1800 } elsif ( $self->payby eq 'LECB' ) {
1802 my $payinfo = $self->payinfo;
1803 $payinfo =~ s/\D//g;
1804 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1806 $self->payinfo($payinfo);
1809 } elsif ( $self->payby eq 'BILL' ) {
1811 $error = $self->ut_textn('payinfo');
1812 return "Illegal P.O. number: ". $self->payinfo if $error;
1815 } elsif ( $self->payby eq 'COMP' ) {
1817 my $curuser = $FS::CurrentUser::CurrentUser;
1818 if ( ! $self->custnum
1819 && ! $curuser->access_right('Complimentary customer')
1822 return "You are not permitted to create complimentary accounts."
1825 $error = $self->ut_textn('payinfo');
1826 return "Illegal comp account issuer: ". $self->payinfo if $error;
1829 } elsif ( $self->payby eq 'PREPAY' ) {
1831 my $payinfo = $self->payinfo;
1832 $payinfo =~ s/\W//g; #anything else would just confuse things
1833 $self->payinfo($payinfo);
1834 $error = $self->ut_alpha('payinfo');
1835 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1836 return "Unknown prepayment identifier"
1837 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1842 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1843 return "Expiration date required"
1844 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1848 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1849 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1850 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1851 ( $m, $y ) = ( $2, "19$1" );
1852 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1853 ( $m, $y ) = ( $3, "20$2" );
1855 return "Illegal expiration date: ". $self->paydate;
1857 $self->paydate("$y-$m-01");
1858 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1859 return gettext('expired_card')
1861 && !$ignore_expired_card
1862 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1865 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1866 ( ! $conf->exists('require_cardname')
1867 || $self->payby !~ /^(CARD|DCRD)$/ )
1869 $self->payname( $self->first. " ". $self->getfield('last') );
1871 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1872 or return gettext('illegal_name'). " payname: ". $self->payname;
1876 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1877 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1881 $self->otaker(getotaker) unless $self->otaker;
1883 warn "$me check AFTER: \n". $self->_dump
1886 $self->SUPER::check;
1891 Returns a list of fields which have ship_ duplicates.
1896 qw( last first company
1897 address1 address2 city county state zip country
1902 =item has_ship_address
1904 Returns true if this customer record has a separate shipping address.
1908 sub has_ship_address {
1910 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1915 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1916 city, county, state, zip, country. The shipping address is used if present.
1920 #geocode? dependent on tax-ship_address config, not available in cust_location
1921 #mostly. not yet then.
1925 my $prefix = $self->has_ship_address ? 'ship_' : '';
1927 map { $_ => $self->get($prefix.$_) }
1928 qw( address1 address2 city county state zip country geocode );
1929 #fields that cust_location has
1932 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1934 Returns all packages (see L<FS::cust_pkg>) for this customer.
1940 my $extra_qsearch = ref($_[0]) ? shift : {};
1942 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1945 if ( $self->{'_pkgnum'} ) {
1946 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1948 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1951 sort sort_packages @cust_pkg;
1956 Synonym for B<all_pkgs>.
1961 shift->all_pkgs(@_);
1966 Returns all locations (see L<FS::cust_location>) for this customer.
1972 qsearch('cust_location', { 'custnum' => $self->custnum } );
1975 =item location_label [ OPTION => VALUE ... ]
1977 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
1985 used to separate the address elements (defaults to ', ')
1987 =item escape_function
1989 a callback used for escaping the text of the address elements
1995 # false laziness with FS::cust_location::line
1997 sub location_label {
2001 my $separator = $opt{join_string} || ', ';
2002 my $escape = $opt{escape_function} || sub{ shift };
2004 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2005 my $prefix = length($self->ship_last) ? 'ship_' : '';
2008 foreach (qw ( address1 address2 ) ) {
2009 my $method = "$prefix$_";
2010 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2015 foreach (qw ( city county state zip ) ) {
2016 my $method = "$prefix$_";
2017 if ( $self->$method ) {
2018 $line .= ' (' if $method eq 'county';
2019 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2020 $line .= ' )' if $method eq 'county';
2024 $line .= $separator. &$escape(code2country($self->country))
2025 if $self->country ne $cydefault;
2030 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2032 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2036 sub ncancelled_pkgs {
2038 my $extra_qsearch = ref($_[0]) ? shift : {};
2040 return $self->num_ncancelled_pkgs unless wantarray;
2043 if ( $self->{'_pkgnum'} ) {
2045 warn "$me ncancelled_pkgs: returning cached objects"
2048 @cust_pkg = grep { ! $_->getfield('cancel') }
2049 values %{ $self->{'_pkgnum'}->cache };
2053 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2054 $self->custnum. "\n"
2057 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2059 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2063 sort sort_packages @cust_pkg;
2069 my $extra_qsearch = ref($_[0]) ? shift : {};
2071 $extra_qsearch->{'select'} ||= '*';
2072 $extra_qsearch->{'select'} .=
2073 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2077 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2082 'table' => 'cust_pkg',
2083 'hashref' => { 'custnum' => $self->custnum },
2088 # This should be generalized to use config options to determine order.
2091 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2092 return $locationsort if $locationsort;
2094 if ( $a->get('cancel') xor $b->get('cancel') ) {
2095 return -1 if $b->get('cancel');
2096 return 1 if $a->get('cancel');
2097 #shouldn't get here...
2100 my $a_num_cust_svc = $a->num_cust_svc;
2101 my $b_num_cust_svc = $b->num_cust_svc;
2102 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2103 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2104 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2105 my @a_cust_svc = $a->cust_svc;
2106 my @b_cust_svc = $b->cust_svc;
2107 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2108 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2109 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
2110 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2115 =item suspended_pkgs
2117 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2121 sub suspended_pkgs {
2123 grep { $_->susp } $self->ncancelled_pkgs;
2126 =item unflagged_suspended_pkgs
2128 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2129 customer (thouse packages without the `manual_flag' set).
2133 sub unflagged_suspended_pkgs {
2135 return $self->suspended_pkgs
2136 unless dbdef->table('cust_pkg')->column('manual_flag');
2137 grep { ! $_->manual_flag } $self->suspended_pkgs;
2140 =item unsuspended_pkgs
2142 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2147 sub unsuspended_pkgs {
2149 grep { ! $_->susp } $self->ncancelled_pkgs;
2152 =item next_bill_date
2154 Returns the next date this customer will be billed, as a UNIX timestamp, or
2155 undef if no active package has a next bill date.
2159 sub next_bill_date {
2161 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2164 =item num_cancelled_pkgs
2166 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2171 sub num_cancelled_pkgs {
2172 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2175 sub num_ncancelled_pkgs {
2176 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2180 my( $self ) = shift;
2181 my $sql = scalar(@_) ? shift : '';
2182 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2183 my $sth = dbh->prepare(
2184 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2185 ) or die dbh->errstr;
2186 $sth->execute($self->custnum) or die $sth->errstr;
2187 $sth->fetchrow_arrayref->[0];
2192 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2193 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2194 on success or a list of errors.
2200 grep { $_->unsuspend } $self->suspended_pkgs;
2205 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2207 Returns a list: an empty list on success or a list of errors.
2213 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2216 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2218 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2219 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2220 of a list of pkgparts; the hashref has the following keys:
2224 =item pkgparts - listref of pkgparts
2226 =item (other options are passed to the suspend method)
2231 Returns a list: an empty list on success or a list of errors.
2235 sub suspend_if_pkgpart {
2237 my (@pkgparts, %opt);
2238 if (ref($_[0]) eq 'HASH'){
2239 @pkgparts = @{$_[0]{pkgparts}};
2244 grep { $_->suspend(%opt) }
2245 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2246 $self->unsuspended_pkgs;
2249 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2251 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2252 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2253 instead of a list of pkgparts; the hashref has the following keys:
2257 =item pkgparts - listref of pkgparts
2259 =item (other options are passed to the suspend method)
2263 Returns a list: an empty list on success or a list of errors.
2267 sub suspend_unless_pkgpart {
2269 my (@pkgparts, %opt);
2270 if (ref($_[0]) eq 'HASH'){
2271 @pkgparts = @{$_[0]{pkgparts}};
2276 grep { $_->suspend(%opt) }
2277 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2278 $self->unsuspended_pkgs;
2281 =item cancel [ OPTION => VALUE ... ]
2283 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2285 Available options are:
2289 =item quiet - can be set true to supress email cancellation notices.
2291 =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.
2293 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2295 =item nobill - can be set true to skip billing if it might otherwise be done.
2299 Always returns a list: an empty list on success or a list of errors.
2303 # nb that dates are not specified as valid options to this method
2306 my( $self, %opt ) = @_;
2308 warn "$me cancel called on customer ". $self->custnum. " with options ".
2309 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2312 return ( 'access denied' )
2313 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2315 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2317 #should try decryption (we might have the private key)
2318 # and if not maybe queue a job for the server that does?
2319 return ( "Can't (yet) ban encrypted credit cards" )
2320 if $self->is_encrypted($self->payinfo);
2322 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2323 my $error = $ban->insert;
2324 return ( $error ) if $error;
2328 my @pkgs = $self->ncancelled_pkgs;
2330 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2332 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2333 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2337 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2338 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2341 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2344 sub _banned_pay_hashref {
2355 'payby' => $payby2ban{$self->payby},
2356 'payinfo' => md5_base64($self->payinfo),
2357 #don't ever *search* on reason! #'reason' =>
2363 Returns all notes (see L<FS::cust_main_note>) for this customer.
2370 qsearch( 'cust_main_note',
2371 { 'custnum' => $self->custnum },
2373 'ORDER BY _DATE DESC'
2379 Returns the agent (see L<FS::agent>) for this customer.
2385 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2390 Returns the agent name (see L<FS::agent>) for this customer.
2396 $self->agent->agent;
2399 =item bill_and_collect
2401 Cancels and suspends any packages due, generates bills, applies payments and
2402 credits, and applies collection events to run cards, send bills and notices,
2405 By default, warns on errors and continues with the next operation (but see the
2406 "fatal" flag below).
2408 Options are passed as name-value pairs. Currently available options are:
2414 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:
2418 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2422 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.
2426 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2430 If set true, re-charges setup fees.
2434 If set any errors prevent subsequent operations from continusing. If set
2435 specifically to "return", returns the error (or false, if there is no error).
2436 Any other true value causes errors to die.
2440 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)
2444 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2445 options of those methods are also available.
2449 sub bill_and_collect {
2450 my( $self, %options ) = @_;
2454 #$options{actual_time} not $options{time} because freeside-daily -d is for
2455 #pre-printing invoices
2457 $options{'actual_time'} ||= time;
2459 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2461 $error = "Error expiring custnum ". $self->custnum. ": $error";
2462 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2463 elsif ( $options{fatal} ) { die $error; }
2464 else { warn $error; }
2467 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2469 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2470 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2471 elsif ( $options{fatal} ) { die $error; }
2472 else { warn $error; }
2475 $error = $self->bill( %options );
2477 $error = "Error billing custnum ". $self->custnum. ": $error";
2478 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2479 elsif ( $options{fatal} ) { die $error; }
2480 else { warn $error; }
2483 $error = $self->apply_payments_and_credits;
2485 $error = "Error applying custnum ". $self->custnum. ": $error";
2486 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2487 elsif ( $options{fatal} ) { die $error; }
2488 else { warn $error; }
2491 unless ( $conf->exists('cancelled_cust-noevents')
2492 && ! $self->num_ncancelled_pkgs
2494 $error = $self->collect( %options );
2496 $error = "Error collecting custnum ". $self->custnum. ": $error";
2497 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2498 elsif ($options{fatal} ) { die $error; }
2499 else { warn $error; }
2507 sub cancel_expired_pkgs {
2508 my ( $self, $time, %options ) = @_;
2510 my @cancel_pkgs = $self->ncancelled_pkgs( {
2511 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2516 foreach my $cust_pkg ( @cancel_pkgs ) {
2517 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2518 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2519 'reason_otaker' => $cpr->otaker
2523 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2526 scalar(@errors) ? join(' / ', @errors) : '';
2530 sub suspend_adjourned_pkgs {
2531 my ( $self, $time, %options ) = @_;
2533 my @susp_pkgs = $self->ncancelled_pkgs( {
2535 " AND ( susp IS NULL OR susp = 0 )
2536 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2537 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2542 #only because there's no SQL test for is_prepaid :/
2544 grep { ( $_->part_pkg->is_prepaid
2549 && $_->adjourn <= $time
2557 foreach my $cust_pkg ( @susp_pkgs ) {
2558 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2559 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2560 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2561 'reason_otaker' => $cpr->otaker
2565 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2568 scalar(@errors) ? join(' / ', @errors) : '';
2574 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2575 conjunction with the collect method by calling B<bill_and_collect>.
2577 If there is an error, returns the error, otherwise returns false.
2579 Options are passed as name-value pairs. Currently available options are:
2585 If set true, re-charges setup fees.
2589 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:
2593 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2597 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2599 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2603 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2607 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.
2611 This boolean value informs the us that the package is being cancelled. This
2612 typically might mean not charging the normal recurring fee but only usage
2613 fees since the last billing. Setup charges may be charged. Not all package
2614 plans support this feature (they tend to charge 0).
2618 Optional terms to be printed on this invoice. Otherwise, customer-specific
2619 terms or the default terms are used.
2626 my( $self, %options ) = @_;
2627 return '' if $self->payby eq 'COMP';
2628 warn "$me bill customer ". $self->custnum. "\n"
2631 my $time = $options{'time'} || time;
2632 my $invoice_time = $options{'invoice_time'} || $time;
2634 $options{'not_pkgpart'} ||= {};
2635 $options{'not_pkgpart'} = { map { $_ => 1 }
2636 split(/\s*,\s*/, $options{'not_pkgpart'})
2638 unless ref($options{'not_pkgpart'});
2640 local $SIG{HUP} = 'IGNORE';
2641 local $SIG{INT} = 'IGNORE';
2642 local $SIG{QUIT} = 'IGNORE';
2643 local $SIG{TERM} = 'IGNORE';
2644 local $SIG{TSTP} = 'IGNORE';
2645 local $SIG{PIPE} = 'IGNORE';
2647 my $oldAutoCommit = $FS::UID::AutoCommit;
2648 local $FS::UID::AutoCommit = 0;
2651 $self->select_for_update; #mutex
2653 my $error = $self->do_cust_event(
2654 'debug' => ( $options{'debug'} || 0 ),
2655 'time' => $invoice_time,
2656 'check_freq' => $options{'check_freq'},
2657 'stage' => 'pre-bill',
2660 $dbh->rollback if $oldAutoCommit;
2664 my @cust_bill_pkg = ();
2667 # find the packages which are due for billing, find out how much they are
2668 # & generate invoice database.
2671 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2673 my @precommit_hooks = ();
2675 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2676 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2678 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2680 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2682 #? to avoid use of uninitialized value errors... ?
2683 $cust_pkg->setfield('bill', '')
2684 unless defined($cust_pkg->bill);
2686 #my $part_pkg = $cust_pkg->part_pkg;
2688 my $real_pkgpart = $cust_pkg->pkgpart;
2689 my %hash = $cust_pkg->hash;
2691 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2693 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2696 $self->_make_lines( 'part_pkg' => $part_pkg,
2697 'cust_pkg' => $cust_pkg,
2698 'precommit_hooks' => \@precommit_hooks,
2699 'line_items' => \@cust_bill_pkg,
2700 'setup' => \$total_setup,
2701 'recur' => \$total_recur,
2702 'tax_matrix' => \%taxlisthash,
2704 'real_pkgpart' => $real_pkgpart,
2705 'options' => \%options,
2708 $dbh->rollback if $oldAutoCommit;
2712 } #foreach my $part_pkg
2714 } #foreach my $cust_pkg
2716 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2717 #but do commit any package date cycling that happened
2718 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2722 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2723 !$conf->exists('postal_invoice-recurring_only')
2727 my $postal_pkg = $self->charge_postal_fee();
2728 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2730 $dbh->rollback if $oldAutoCommit;
2731 return "can't charge postal invoice fee for customer ".
2732 $self->custnum. ": $postal_pkg";
2734 } elsif ( $postal_pkg ) {
2736 my $real_pkgpart = $postal_pkg->pkgpart;
2737 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2738 my %postal_options = %options;
2739 delete $postal_options{cancel};
2741 $self->_make_lines( 'part_pkg' => $part_pkg,
2742 'cust_pkg' => $postal_pkg,
2743 'precommit_hooks' => \@precommit_hooks,
2744 'line_items' => \@cust_bill_pkg,
2745 'setup' => \$total_setup,
2746 'recur' => \$total_recur,
2747 'tax_matrix' => \%taxlisthash,
2749 'real_pkgpart' => $real_pkgpart,
2750 'options' => \%postal_options,
2753 $dbh->rollback if $oldAutoCommit;
2762 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2764 # keys are tax names (as printed on invoices / itemdesc )
2765 # values are listrefs of taxlisthash keys (internal identifiers)
2768 # keys are taxlisthash keys (internal identifiers)
2769 # values are (cumulative) amounts
2772 # keys are taxlisthash keys (internal identifiers)
2773 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2774 my %tax_location = ();
2776 # keys are taxlisthash keys (internal identifiers)
2777 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2778 my %tax_rate_location = ();
2780 foreach my $tax ( keys %taxlisthash ) {
2781 my $tax_object = shift @{ $taxlisthash{$tax} };
2782 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2783 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2784 my $hashref_or_error =
2785 $tax_object->taxline( $taxlisthash{$tax},
2786 'custnum' => $self->custnum,
2787 'invoice_time' => $invoice_time
2789 unless ( ref($hashref_or_error) ) {
2790 $dbh->rollback if $oldAutoCommit;
2791 return $hashref_or_error;
2793 unshift @{ $taxlisthash{$tax} }, $tax_object;
2795 my $name = $hashref_or_error->{'name'};
2796 my $amount = $hashref_or_error->{'amount'};
2798 #warn "adding $amount as $name\n";
2799 $taxname{ $name } ||= [];
2800 push @{ $taxname{ $name } }, $tax;
2802 $tax{ $tax } += $amount;
2804 $tax_location{ $tax } ||= [];
2805 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2806 push @{ $tax_location{ $tax } },
2808 'taxnum' => $tax_object->taxnum,
2809 'taxtype' => ref($tax_object),
2810 'pkgnum' => $tax_object->get('pkgnum'),
2811 'locationnum' => $tax_object->get('locationnum'),
2812 'amount' => sprintf('%.2f', $amount ),
2816 $tax_rate_location{ $tax } ||= [];
2817 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2818 my $taxratelocationnum =
2819 $tax_object->tax_rate_location->taxratelocationnum;
2820 push @{ $tax_rate_location{ $tax } },
2822 'taxnum' => $tax_object->taxnum,
2823 'taxtype' => ref($tax_object),
2824 'amount' => sprintf('%.2f', $amount ),
2825 'locationtaxid' => $tax_object->location,
2826 'taxratelocationnum' => $taxratelocationnum,
2832 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2833 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2834 foreach my $tax ( keys %taxlisthash ) {
2835 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2836 next unless ref($_) eq 'FS::cust_bill_pkg';
2838 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2839 splice( @{ $_->_cust_tax_exempt_pkg } );
2843 #consolidate and create tax line items
2844 warn "consolidating and generating...\n" if $DEBUG > 2;
2845 foreach my $taxname ( keys %taxname ) {
2848 my @cust_bill_pkg_tax_location = ();
2849 my @cust_bill_pkg_tax_rate_location = ();
2850 warn "adding $taxname\n" if $DEBUG > 1;
2851 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2852 next if $seen{$taxitem}++;
2853 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2854 $tax += $tax{$taxitem};
2855 push @cust_bill_pkg_tax_location,
2856 map { new FS::cust_bill_pkg_tax_location $_ }
2857 @{ $tax_location{ $taxitem } };
2858 push @cust_bill_pkg_tax_rate_location,
2859 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2860 @{ $tax_rate_location{ $taxitem } };
2864 $tax = sprintf('%.2f', $tax );
2865 $total_setup = sprintf('%.2f', $total_setup+$tax );
2867 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
2873 if ( $pkg_category and
2874 $conf->config('invoice_latexsummary') ||
2875 $conf->config('invoice_htmlsummary')
2879 my %hash = ( 'section' => $pkg_category->categoryname );
2880 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
2884 push @cust_bill_pkg, new FS::cust_bill_pkg {
2890 'itemdesc' => $taxname,
2891 'display' => \@display,
2892 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2893 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2898 #add tax adjustments
2899 warn "adding tax adjustments...\n" if $DEBUG > 2;
2900 foreach my $cust_tax_adjustment (
2901 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2907 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2908 $total_setup = sprintf('%.2f', $total_setup+$tax );
2910 my $itemdesc = $cust_tax_adjustment->taxname;
2911 $itemdesc = '' if $itemdesc eq 'Tax';
2913 push @cust_bill_pkg, new FS::cust_bill_pkg {
2919 'itemdesc' => $itemdesc,
2920 'itemcomment' => $cust_tax_adjustment->comment,
2921 'cust_tax_adjustment' => $cust_tax_adjustment,
2922 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2927 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2929 my @cust_bill = $self->cust_bill;
2930 my $balance = $self->balance;
2931 my $previous_balance = scalar(@cust_bill)
2932 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2935 $previous_balance += $cust_bill[$#cust_bill]->charged
2936 if scalar(@cust_bill);
2937 #my $balance_adjustments =
2938 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2940 #create the new invoice
2941 my $cust_bill = new FS::cust_bill ( {
2942 'custnum' => $self->custnum,
2943 '_date' => ( $invoice_time ),
2944 'charged' => $charged,
2945 'billing_balance' => $balance,
2946 'previous_balance' => $previous_balance,
2947 'invoice_terms' => $options{'invoice_terms'},
2949 $error = $cust_bill->insert;
2951 $dbh->rollback if $oldAutoCommit;
2952 return "can't create invoice for customer #". $self->custnum. ": $error";
2955 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2956 $cust_bill_pkg->invnum($cust_bill->invnum);
2957 my $error = $cust_bill_pkg->insert;
2959 $dbh->rollback if $oldAutoCommit;
2960 return "can't create invoice line item: $error";
2965 foreach my $hook ( @precommit_hooks ) {
2967 &{$hook}; #($self) ?
2970 $dbh->rollback if $oldAutoCommit;
2971 return "$@ running precommit hook $hook\n";
2975 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2981 my ($self, %params) = @_;
2983 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2984 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2985 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2986 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2987 my $total_setup = $params{setup} or die "no setup accumulator specified";
2988 my $total_recur = $params{recur} or die "no recur accumulator specified";
2989 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2990 my $time = $params{'time'} or die "no time specified";
2991 my (%options) = %{$params{options}};
2994 my $real_pkgpart = $params{real_pkgpart};
2995 my %hash = $cust_pkg->hash;
2996 my $old_cust_pkg = new FS::cust_pkg \%hash;
3002 $cust_pkg->pkgpart($part_pkg->pkgpart);
3010 if ( $options{'resetup'}
3011 || ( ! $cust_pkg->setup
3012 && ( ! $cust_pkg->start_date
3013 || $cust_pkg->start_date <= $time
3015 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3016 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3017 ! $cust_pkg->getfield('susp')
3024 warn " bill setup\n" if $DEBUG > 1;
3027 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3028 return "$@ running calc_setup for $cust_pkg\n"
3031 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3033 $cust_pkg->setfield('setup', $time)
3034 unless $cust_pkg->setup;
3035 #do need it, but it won't get written to the db
3036 #|| $cust_pkg->pkgpart != $real_pkgpart;
3038 $cust_pkg->setfield('start_date', '')
3039 if $cust_pkg->start_date;
3044 # bill recurring fee
3047 #XXX unit stuff here too
3051 if ( ! $cust_pkg->get('susp')
3052 and ! $cust_pkg->get('start_date')
3053 and ( $part_pkg->getfield('freq') ne '0'
3054 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3056 || ( $part_pkg->plan eq 'voip_cdr'
3057 && $part_pkg->option('bill_every_call')
3059 || ( $options{cancel} )
3062 # XXX should this be a package event? probably. events are called
3063 # at collection time at the moment, though...
3064 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3065 if $part_pkg->can('reset_usage');
3066 #don't want to reset usage just cause we want a line item??
3067 #&& $part_pkg->pkgpart == $real_pkgpart;
3069 warn " bill recur\n" if $DEBUG > 1;
3072 # XXX shared with $recur_prog
3073 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3077 #over two params! lets at least switch to a hashref for the rest...
3078 my $increment_next_bill = ( $part_pkg->freq ne '0'
3079 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3080 && !$options{cancel}
3082 my %param = ( 'precommit_hooks' => $precommit_hooks,
3083 'increment_next_bill' => $increment_next_bill,
3086 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3087 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3088 return "$@ running $method for $cust_pkg\n"
3091 if ( $increment_next_bill ) {
3093 my $next_bill = $part_pkg->add_freq($sdate);
3094 return "unparsable frequency: ". $part_pkg->freq
3095 if $next_bill == -1;
3097 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3098 # only for figuring next bill date, nothing else, so, reset $sdate again
3100 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3101 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3102 $cust_pkg->last_bill($sdate);
3104 $cust_pkg->setfield('bill', $next_bill );
3110 warn "\$setup is undefined" unless defined($setup);
3111 warn "\$recur is undefined" unless defined($recur);
3112 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3115 # If there's line items, create em cust_bill_pkg records
3116 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3121 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3122 # hmm.. and if just the options are modified in some weird price plan?
3124 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3127 my $error = $cust_pkg->replace( $old_cust_pkg,
3128 'options' => { $cust_pkg->options },
3130 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3131 if $error; #just in case
3134 $setup = sprintf( "%.2f", $setup );
3135 $recur = sprintf( "%.2f", $recur );
3136 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3137 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3139 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3140 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3143 if ( $setup != 0 || $recur != 0 ) {
3145 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3148 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3150 warn " adding customer package invoice detail: $_\n"
3151 foreach @cust_pkg_detail;
3153 push @details, @cust_pkg_detail;
3155 my $cust_bill_pkg = new FS::cust_bill_pkg {
3156 'pkgnum' => $cust_pkg->pkgnum,
3158 'unitsetup' => $unitsetup,
3160 'unitrecur' => $unitrecur,
3161 'quantity' => $cust_pkg->quantity,
3162 'details' => \@details,
3163 'hidden' => $part_pkg->hidden,
3166 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3167 $cust_bill_pkg->sdate( $hash{last_bill} );
3168 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3169 $cust_bill_pkg->edate( $time ) if $options{cancel};
3170 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3171 $cust_bill_pkg->sdate( $sdate );
3172 $cust_bill_pkg->edate( $cust_pkg->bill );
3173 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3176 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3177 unless $part_pkg->pkgpart == $real_pkgpart;
3179 $$total_setup += $setup;
3180 $$total_recur += $recur;
3187 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3188 return $error if $error;
3190 push @$cust_bill_pkgs, $cust_bill_pkg;
3192 } #if $setup != 0 || $recur != 0
3202 my $part_pkg = shift;
3203 my $taxlisthash = shift;
3204 my $cust_bill_pkg = shift;
3205 my $cust_pkg = shift;
3206 my $invoice_time = shift;
3207 my $real_pkgpart = shift;
3208 my $options = shift;
3210 my %cust_bill_pkg = ();
3214 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3215 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3216 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3217 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3219 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3221 if ( $conf->exists('enable_taxproducts')
3222 && ( scalar($part_pkg->part_pkg_taxoverride)
3223 || $part_pkg->has_taxproduct
3228 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3229 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3232 foreach my $class (@classes) {
3233 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3234 return $err_or_ref unless ref($err_or_ref);
3235 $taxes{$class} = $err_or_ref;
3238 unless (exists $taxes{''}) {
3239 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3240 return $err_or_ref unless ref($err_or_ref);
3241 $taxes{''} = $err_or_ref;
3246 my @loc_keys = qw( state county country );
3248 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3249 my $cust_location = $cust_pkg->cust_location;
3250 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3253 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3256 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3259 $taxhash{'taxclass'} = $part_pkg->taxclass;
3261 my @taxes = qsearch( 'cust_main_county', \%taxhash );
3263 my %taxhash_elim = %taxhash;
3265 my @elim = qw( taxclass county state );
3266 while ( !scalar(@taxes) && scalar(@elim) ) {
3267 $taxhash_elim{ shift(@elim) } = '';
3268 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3271 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3273 if $self->cust_main_exemption; #just to be safe
3275 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3277 $_->set('pkgnum', $cust_pkg->pkgnum );
3278 $_->set('locationnum', $cust_pkg->locationnum );
3282 $taxes{''} = [ @taxes ];
3283 $taxes{'setup'} = [ @taxes ];
3284 $taxes{'recur'} = [ @taxes ];
3285 $taxes{$_} = [ @taxes ] foreach (@classes);
3287 # # maybe eliminate this entirely, along with all the 0% records
3288 # unless ( @taxes ) {
3290 # "fatal: can't find tax rate for state/county/country/taxclass ".
3291 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3294 } #if $conf->exists('enable_taxproducts') ...
3299 my $separate = $conf->exists('separate_usage');
3300 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3301 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3303 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3304 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3305 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3308 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3309 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3311 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3312 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3314 push @display, new FS::cust_bill_pkg_display
3317 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3321 if ($separate && $section && $summary) {
3322 push @display, new FS::cust_bill_pkg_display { type => 'U',
3327 if ($usage_mandate || $section && $summary) {
3328 $hash{post_total} = 'Y';
3331 $hash{section} = $section if ($separate || $usage_mandate);
3332 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3335 $cust_bill_pkg->set('display', \@display);
3337 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3338 foreach my $key (keys %tax_cust_bill_pkg) {
3339 my @taxes = @{ $taxes{$key} || [] };
3340 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3342 my %localtaxlisthash = ();
3343 foreach my $tax ( @taxes ) {
3345 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3346 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3347 # ' locationnum'. $cust_pkg->locationnum
3348 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3350 $taxlisthash->{ $taxname } ||= [ $tax ];
3351 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3353 $localtaxlisthash{ $taxname } ||= [ $tax ];
3354 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3358 warn "finding taxed taxes...\n" if $DEBUG > 2;
3359 foreach my $tax ( keys %localtaxlisthash ) {
3360 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3361 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3363 next unless $tax_object->can('tax_on_tax');
3365 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3366 my $totname = ref( $tot ). ' '. $tot->taxnum;
3368 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3370 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3372 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3373 my $hashref_or_error =
3374 $tax_object->taxline( $localtaxlisthash{$tax},
3375 'custnum' => $self->custnum,
3376 'invoice_time' => $invoice_time,
3378 return $hashref_or_error
3379 unless ref($hashref_or_error);
3381 $taxlisthash->{ $totname } ||= [ $tot ];
3382 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3394 my $part_pkg = shift;
3398 my $geocode = $self->geocode('cch');
3400 my @taxclassnums = map { $_->taxclassnum }
3401 $part_pkg->part_pkg_taxoverride($class);
3403 unless (@taxclassnums) {
3404 @taxclassnums = map { $_->taxclassnum }
3405 grep { $_->taxable eq 'Y' }
3406 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3408 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3413 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3415 @taxes = qsearch({ 'table' => 'tax_rate',
3416 'hashref' => { 'geocode' => $geocode, },
3417 'extra_sql' => $extra_sql,
3419 if scalar(@taxclassnums);
3421 warn "Found taxes ".
3422 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3429 =item collect [ HASHREF | OPTION => VALUE ... ]
3431 (Attempt to) collect money for this customer's outstanding invoices (see
3432 L<FS::cust_bill>). Usually used after the bill method.
3434 Actions are now triggered by billing events; see L<FS::part_event> and the
3435 billing events web interface. Old-style invoice events (see
3436 L<FS::part_bill_event>) have been deprecated.
3438 If there is an error, returns the error, otherwise returns false.
3440 Options are passed as name-value pairs.
3442 Currently available options are:
3448 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.
3452 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3456 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3460 set true to surpress email card/ACH decline notices.
3464 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)
3470 # allows for one time override of normal customer billing method
3475 my( $self, %options ) = @_;
3476 my $invoice_time = $options{'invoice_time'} || time;
3479 local $SIG{HUP} = 'IGNORE';
3480 local $SIG{INT} = 'IGNORE';
3481 local $SIG{QUIT} = 'IGNORE';
3482 local $SIG{TERM} = 'IGNORE';
3483 local $SIG{TSTP} = 'IGNORE';
3484 local $SIG{PIPE} = 'IGNORE';
3486 my $oldAutoCommit = $FS::UID::AutoCommit;
3487 local $FS::UID::AutoCommit = 0;
3490 $self->select_for_update; #mutex
3493 my $balance = $self->balance;
3494 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3497 if ( exists($options{'retry_card'}) ) {
3498 carp 'retry_card option passed to collect is deprecated; use retry';
3499 $options{'retry'} ||= $options{'retry_card'};
3501 if ( exists($options{'retry'}) && $options{'retry'} ) {
3502 my $error = $self->retry_realtime;
3504 $dbh->rollback if $oldAutoCommit;
3509 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3511 #never want to roll back an event just because it returned an error
3512 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3514 $self->do_cust_event(
3515 'debug' => ( $options{'debug'} || 0 ),
3516 'time' => $invoice_time,
3517 'check_freq' => $options{'check_freq'},
3518 'stage' => 'collect',
3523 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3525 Runs billing events; see L<FS::part_event> and the billing events web
3528 If there is an error, returns the error, otherwise returns false.
3530 Options are passed as name-value pairs.
3532 Currently available options are:
3538 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.
3542 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3546 "collect" (the default) or "pre-bill"
3550 set true to surpress email card/ACH decline notices.
3554 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)
3560 # allows for one time override of normal customer billing method
3564 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3567 my( $self, %options ) = @_;
3568 my $time = $options{'time'} || time;
3571 local $SIG{HUP} = 'IGNORE';
3572 local $SIG{INT} = 'IGNORE';
3573 local $SIG{QUIT} = 'IGNORE';
3574 local $SIG{TERM} = 'IGNORE';
3575 local $SIG{TSTP} = 'IGNORE';
3576 local $SIG{PIPE} = 'IGNORE';
3578 my $oldAutoCommit = $FS::UID::AutoCommit;
3579 local $FS::UID::AutoCommit = 0;
3582 $self->select_for_update; #mutex
3585 my $balance = $self->balance;
3586 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3589 # if ( exists($options{'retry_card'}) ) {
3590 # carp 'retry_card option passed to collect is deprecated; use retry';
3591 # $options{'retry'} ||= $options{'retry_card'};
3593 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3594 # my $error = $self->retry_realtime;
3596 # $dbh->rollback if $oldAutoCommit;
3601 # false laziness w/pay_batch::import_results
3603 my $due_cust_event = $self->due_cust_event(
3604 'debug' => ( $options{'debug'} || 0 ),
3606 'check_freq' => $options{'check_freq'},
3607 'stage' => ( $options{'stage'} || 'collect' ),
3609 unless( ref($due_cust_event) ) {
3610 $dbh->rollback if $oldAutoCommit;
3611 return $due_cust_event;
3614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3615 #never want to roll back an event just because it or a different one
3617 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3619 foreach my $cust_event ( @$due_cust_event ) {
3623 #re-eval event conditions (a previous event could have changed things)
3624 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3625 #don't leave stray "new/locked" records around
3626 my $error = $cust_event->delete;
3627 return $error if $error;
3632 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3633 warn " running cust_event ". $cust_event->eventnum. "\n"
3636 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3637 if ( my $error = $cust_event->do_event() ) {
3638 #XXX wtf is this? figure out a proper dealio with return value
3650 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3652 Inserts database records for and returns an ordered listref of new events due
3653 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3654 events are due, an empty listref is returned. If there is an error, returns a
3655 scalar error message.
3657 To actually run the events, call each event's test_condition method, and if
3658 still true, call the event's do_event method.
3660 Options are passed as a hashref or as a list of name-value pairs. Available
3667 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3671 "collect" (the default) or "pre-bill"
3675 "Current time" for the events.
3679 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3683 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3687 Explicitly pass the objects to be tested (typically used with eventtable).
3691 Set to true to return the objects, but not actually insert them into the
3698 sub due_cust_event {
3700 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3703 #my $DEBUG = $opt{'debug'}
3704 local($DEBUG) = $opt{'debug'}
3705 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3707 warn "$me due_cust_event called with options ".
3708 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3711 $opt{'time'} ||= time;
3713 local $SIG{HUP} = 'IGNORE';
3714 local $SIG{INT} = 'IGNORE';
3715 local $SIG{QUIT} = 'IGNORE';
3716 local $SIG{TERM} = 'IGNORE';
3717 local $SIG{TSTP} = 'IGNORE';
3718 local $SIG{PIPE} = 'IGNORE';
3720 my $oldAutoCommit = $FS::UID::AutoCommit;
3721 local $FS::UID::AutoCommit = 0;
3724 $self->select_for_update #mutex
3725 unless $opt{testonly};
3728 # find possible events (initial search)
3731 my @cust_event = ();
3733 my @eventtable = $opt{'eventtable'}
3734 ? ( $opt{'eventtable'} )
3735 : FS::part_event->eventtables_runorder;
3737 foreach my $eventtable ( @eventtable ) {
3740 if ( $opt{'objects'} ) {
3742 @objects = @{ $opt{'objects'} };
3746 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3747 @objects = ( $eventtable eq 'cust_main' )
3749 : ( $self->$eventtable() );
3753 my @e_cust_event = ();
3755 my $cross = "CROSS JOIN $eventtable";
3756 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3757 unless $eventtable eq 'cust_main';
3759 foreach my $object ( @objects ) {
3761 #this first search uses the condition_sql magic for optimization.
3762 #the more possible events we can eliminate in this step the better
3764 my $cross_where = '';
3765 my $pkey = $object->primary_key;
3766 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3768 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3770 FS::part_event_condition->where_conditions_sql( $eventtable,
3771 'time'=>$opt{'time'}
3773 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3775 $extra_sql = "AND $extra_sql" if $extra_sql;
3777 #here is the agent virtualization
3778 $extra_sql .= " AND ( part_event.agentnum IS NULL
3779 OR part_event.agentnum = ". $self->agentnum. ' )';
3781 $extra_sql .= " $order";
3783 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3784 if $opt{'debug'} > 2;
3785 my @part_event = qsearch( {
3786 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3787 'select' => 'part_event.*',
3788 'table' => 'part_event',
3789 'addl_from' => "$cross $join",
3790 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3791 'eventtable' => $eventtable,
3794 'extra_sql' => "AND $cross_where $extra_sql",
3798 my $pkey = $object->primary_key;
3799 warn " ". scalar(@part_event).
3800 " possible events found for $eventtable ". $object->$pkey(). "\n";
3803 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3807 warn " ". scalar(@e_cust_event).
3808 " subtotal possible cust events found for $eventtable\n"
3811 push @cust_event, @e_cust_event;
3815 warn " ". scalar(@cust_event).
3816 " total possible cust events found in initial search\n"
3824 $opt{stage} ||= 'collect';
3826 grep { my $stage = $_->part_event->event_stage;
3827 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
3837 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3838 'stats_hashref' => \%unsat ),
3841 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3844 warn " invalid conditions not eliminated with condition_sql:\n".
3845 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3846 if keys %unsat && $DEBUG; # > 1;
3852 unless( $opt{testonly} ) {
3853 foreach my $cust_event ( @cust_event ) {
3855 my $error = $cust_event->insert();
3857 $dbh->rollback if $oldAutoCommit;
3864 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3870 warn " returning events: ". Dumper(@cust_event). "\n"
3877 =item retry_realtime
3879 Schedules realtime / batch credit card / electronic check / LEC billing
3880 events for for retry. Useful if card information has changed or manual
3881 retry is desired. The 'collect' method must be called to actually retry
3884 Implementation details: For either this customer, or for each of this
3885 customer's open invoices, changes the status of the first "done" (with
3886 statustext error) realtime processing event to "failed".
3890 sub retry_realtime {
3893 local $SIG{HUP} = 'IGNORE';
3894 local $SIG{INT} = 'IGNORE';
3895 local $SIG{QUIT} = 'IGNORE';
3896 local $SIG{TERM} = 'IGNORE';
3897 local $SIG{TSTP} = 'IGNORE';
3898 local $SIG{PIPE} = 'IGNORE';
3900 my $oldAutoCommit = $FS::UID::AutoCommit;
3901 local $FS::UID::AutoCommit = 0;
3904 #a little false laziness w/due_cust_event (not too bad, really)
3906 my $join = FS::part_event_condition->join_conditions_sql;
3907 my $order = FS::part_event_condition->order_conditions_sql;
3910 . join ( ' OR ' , map {
3911 "( part_event.eventtable = " . dbh->quote($_)
3912 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3913 } FS::part_event->eventtables)
3916 #here is the agent virtualization
3917 my $agent_virt = " ( part_event.agentnum IS NULL
3918 OR part_event.agentnum = ". $self->agentnum. ' )';
3920 #XXX this shouldn't be hardcoded, actions should declare it...
3921 my @realtime_events = qw(
3922 cust_bill_realtime_card
3923 cust_bill_realtime_check
3924 cust_bill_realtime_lec
3928 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3933 my @cust_event = qsearchs({
3934 'table' => 'cust_event',
3935 'select' => 'cust_event.*',
3936 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3937 'hashref' => { 'status' => 'done' },
3938 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3939 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3942 my %seen_invnum = ();
3943 foreach my $cust_event (@cust_event) {
3945 #max one for the customer, one for each open invoice
3946 my $cust_X = $cust_event->cust_X;
3947 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3951 or $cust_event->part_event->eventtable eq 'cust_bill'
3954 my $error = $cust_event->retry;
3956 $dbh->rollback if $oldAutoCommit;
3957 return "error scheduling event for retry: $error";
3962 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3967 # some horrid false laziness here to avoid refactor fallout
3968 # eventually realtime realtime_bop and realtime_refund_bop should go
3969 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3971 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3973 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3974 via a Business::OnlinePayment realtime gateway. See
3975 L<http://420.am/business-onlinepayment> for supported gateways.
3977 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3979 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3981 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3982 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3983 if set, will override the value from the customer record.
3985 I<description> is a free-text field passed to the gateway. It defaults to
3986 the value defined by the business-onlinepayment-description configuration
3987 option, or "Internet services" if that is unset.
3989 If an I<invnum> is specified, this payment (if successful) is applied to the
3990 specified invoice. If you don't specify an I<invnum> you might want to
3991 call the B<apply_payments> method or set the I<apply> option.
3993 I<apply> can be set to true to apply a resulting payment.
3995 I<quiet> can be set true to surpress email decline notices.
3997 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3998 resulting paynum, if any.
4000 I<payunique> is a unique identifier for this payment.
4002 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4009 return $self->_new_realtime_bop(@_)
4010 if $self->_new_bop_required();
4012 my($method, $amount);
4014 if (ref($_[0]) eq 'HASH') {
4015 %options = %{$_[0]};
4016 $method = $options{method};
4017 $amount = $options{amount};
4019 ( $method, $amount ) = ( shift, shift );
4023 warn "$me realtime_bop: $method $amount\n";
4024 warn " $_ => $options{$_}\n" foreach keys %options;
4027 return "Amount must be greater than 0" unless $amount > 0;
4029 unless ( $options{'description'} ) {
4030 if ( $conf->exists('business-onlinepayment-description') ) {
4031 my $dtempl = $conf->config('business-onlinepayment-description');
4033 my $agent = $self->agent->agent;
4035 $options{'description'} = eval qq("$dtempl");
4037 $options{'description'} = 'Internet services';
4041 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
4043 eval "use Business::OnlinePayment";
4046 my $payinfo = exists($options{'payinfo'})
4047 ? $options{'payinfo'}
4050 my %method2payby = (
4057 # check for banned credit card/ACH
4060 my $ban = qsearchs('banned_pay', {
4061 'payby' => $method2payby{$method},
4062 'payinfo' => md5_base64($payinfo),
4064 return "Banned credit card" if $ban;
4067 # set taxclass and trans_is_recur based on invnum if there is one
4071 my $trans_is_recur = 0;
4072 if ( $options{'invnum'} ) {
4074 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4075 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4078 map { $_->part_pkg }
4080 map { $_->cust_pkg }
4081 $cust_bill->cust_bill_pkg;
4083 my @taxclasses = map $_->taxclass, @part_pkg;
4084 $taxclass = $taxclasses[0]
4085 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
4086 #different taxclasses
4088 if grep { $_->freq ne '0' } @part_pkg;
4096 #look for an agent gateway override first
4098 if ( $method eq 'CC' ) {
4099 $cardtype = cardtype($payinfo);
4100 } elsif ( $method eq 'ECHECK' ) {
4103 $cardtype = $method;
4107 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4108 cardtype => $cardtype,
4109 taxclass => $taxclass, } )
4110 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4112 taxclass => $taxclass, } )
4113 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4114 cardtype => $cardtype,
4116 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4118 taxclass => '', } );
4120 my $payment_gateway = '';
4121 my( $processor, $login, $password, $action, @bop_options );
4122 if ( $override ) { #use a payment gateway override
4124 $payment_gateway = $override->payment_gateway;
4126 $processor = $payment_gateway->gateway_module;
4127 $login = $payment_gateway->gateway_username;
4128 $password = $payment_gateway->gateway_password;
4129 $action = $payment_gateway->gateway_action;
4130 @bop_options = $payment_gateway->options;
4132 } else { #use the standard settings from the config
4134 ( $processor, $login, $password, $action, @bop_options ) =
4135 $self->default_payment_gateway($method);
4143 my $address = exists($options{'address1'})
4144 ? $options{'address1'}
4146 my $address2 = exists($options{'address2'})
4147 ? $options{'address2'}
4149 $address .= ", ". $address2 if length($address2);
4151 my $o_payname = exists($options{'payname'})
4152 ? $options{'payname'}
4154 my($payname, $payfirst, $paylast);
4155 if ( $o_payname && $method ne 'ECHECK' ) {
4156 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4157 or return "Illegal payname $payname";
4158 ($payfirst, $paylast) = ($1, $2);
4160 $payfirst = $self->getfield('first');
4161 $paylast = $self->getfield('last');
4162 $payname = "$payfirst $paylast";
4165 my @invoicing_list = $self->invoicing_list_emailonly;
4166 if ( $conf->exists('emailinvoiceautoalways')
4167 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4168 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4169 push @invoicing_list, $self->all_emails;
4172 my $email = ($conf->exists('business-onlinepayment-email-override'))
4173 ? $conf->config('business-onlinepayment-email-override')
4174 : $invoicing_list[0];
4178 my $payip = exists($options{'payip'})
4181 $content{customer_ip} = $payip
4184 $content{invoice_number} = $options{'invnum'}
4185 if exists($options{'invnum'}) && length($options{'invnum'});
4187 $content{email_customer} =
4188 ( $conf->exists('business-onlinepayment-email_customer')
4189 || $conf->exists('business-onlinepayment-email-override') );
4192 if ( $method eq 'CC' ) {
4194 $content{card_number} = $payinfo;
4195 $paydate = exists($options{'paydate'})
4196 ? $options{'paydate'}
4198 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4199 $content{expiration} = "$2/$1";
4201 my $paycvv = exists($options{'paycvv'})
4202 ? $options{'paycvv'}
4204 $content{cvv2} = $paycvv
4207 my $paystart_month = exists($options{'paystart_month'})
4208 ? $options{'paystart_month'}
4209 : $self->paystart_month;
4211 my $paystart_year = exists($options{'paystart_year'})
4212 ? $options{'paystart_year'}
4213 : $self->paystart_year;
4215 $content{card_start} = "$paystart_month/$paystart_year"
4216 if $paystart_month && $paystart_year;
4218 my $payissue = exists($options{'payissue'})
4219 ? $options{'payissue'}
4221 $content{issue_number} = $payissue if $payissue;
4223 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
4224 'trans_is_recur' => $trans_is_recur,
4228 $content{recurring_billing} = 'YES';
4229 $content{acct_code} = 'rebill'
4230 if $conf->exists('credit_card-recurring_billing_acct_code');
4233 } elsif ( $method eq 'ECHECK' ) {
4234 ( $content{account_number}, $content{routing_code} ) =
4235 split('@', $payinfo);
4236 $content{bank_name} = $o_payname;
4237 $content{bank_state} = exists($options{'paystate'})
4238 ? $options{'paystate'}
4239 : $self->getfield('paystate');
4240 $content{account_type} = exists($options{'paytype'})
4241 ? uc($options{'paytype'}) || 'CHECKING'
4242 : uc($self->getfield('paytype')) || 'CHECKING';
4243 $content{account_name} = $payname;
4244 $content{customer_org} = $self->company ? 'B' : 'I';
4245 $content{state_id} = exists($options{'stateid'})
4246 ? $options{'stateid'}
4247 : $self->getfield('stateid');
4248 $content{state_id_state} = exists($options{'stateid_state'})
4249 ? $options{'stateid_state'}
4250 : $self->getfield('stateid_state');
4251 $content{customer_ssn} = exists($options{'ss'})
4254 } elsif ( $method eq 'LEC' ) {
4255 $content{phone} = $payinfo;
4259 # run transaction(s)
4262 my $balance = exists( $options{'balance'} )
4263 ? $options{'balance'}
4266 $self->select_for_update; #mutex ... just until we get our pending record in
4268 #the checks here are intended to catch concurrent payments
4269 #double-form-submission prevention is taken care of in cust_pay_pending::check
4272 return "The customer's balance has changed; $method transaction aborted."
4273 if $self->balance < $balance;
4274 #&& $self->balance < $amount; #might as well anyway?
4276 #also check and make sure there aren't *other* pending payments for this cust
4278 my @pending = qsearch('cust_pay_pending', {
4279 'custnum' => $self->custnum,
4280 'status' => { op=>'!=', value=>'done' }
4282 return "A payment is already being processed for this customer (".
4283 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4284 "); $method transaction aborted."
4285 if scalar(@pending);
4287 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4289 my $cust_pay_pending = new FS::cust_pay_pending {
4290 'custnum' => $self->custnum,
4291 #'invnum' => $options{'invnum'},
4294 'payby' => $method2payby{$method},
4295 'payinfo' => $payinfo,
4296 'paydate' => $paydate,
4297 'recurring_billing' => $content{recurring_billing},
4298 'pkgnum' => $options{'pkgnum'},
4300 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
4302 $cust_pay_pending->payunique( $options{payunique} )
4303 if defined($options{payunique}) && length($options{payunique});
4304 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4305 return $cpp_new_err if $cpp_new_err;
4307 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
4309 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
4310 $transaction->content(
4313 'password' => $password,
4314 'action' => $action1,
4315 'description' => $options{'description'},
4316 'amount' => $amount,
4317 #'invoice_number' => $options{'invnum'},
4318 'customer_id' => $self->custnum,
4319 'last_name' => $paylast,
4320 'first_name' => $payfirst,
4322 'address' => $address,
4323 'city' => ( exists($options{'city'})
4326 'state' => ( exists($options{'state'})
4329 'zip' => ( exists($options{'zip'})
4332 'country' => ( exists($options{'country'})
4333 ? $options{'country'}
4335 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4337 'phone' => $self->daytime || $self->night,
4341 $cust_pay_pending->status('pending');
4342 my $cpp_pending_err = $cust_pay_pending->replace;
4343 return $cpp_pending_err if $cpp_pending_err;
4346 my $BOP_TESTING = 0;
4347 my $BOP_TESTING_SUCCESS = 1;
4349 unless ( $BOP_TESTING ) {
4350 $transaction->submit();
4352 if ( $BOP_TESTING_SUCCESS ) {
4353 $transaction->is_success(1);
4354 $transaction->authorization('fake auth');
4356 $transaction->is_success(0);
4357 $transaction->error_message('fake failure');
4361 if ( $transaction->is_success() && $action2 ) {
4363 $cust_pay_pending->status('authorized');
4364 my $cpp_authorized_err = $cust_pay_pending->replace;
4365 return $cpp_authorized_err if $cpp_authorized_err;
4367 my $auth = $transaction->authorization;
4368 my $ordernum = $transaction->can('order_number')
4369 ? $transaction->order_number
4373 new Business::OnlinePayment( $processor, @bop_options );
4380 password => $password,
4381 order_number => $ordernum,
4383 authorization => $auth,
4384 description => $options{'description'},
4387 foreach my $field (qw( authorization_source_code returned_ACI
4388 transaction_identifier validation_code
4389 transaction_sequence_num local_transaction_date
4390 local_transaction_time AVS_result_code )) {
4391 $capture{$field} = $transaction->$field() if $transaction->can($field);
4394 $capture->content( %capture );
4398 unless ( $capture->is_success ) {
4399 my $e = "Authorization successful but capture failed, custnum #".
4400 $self->custnum. ': '. $capture->result_code.
4401 ": ". $capture->error_message;
4408 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4409 my $cpp_captured_err = $cust_pay_pending->replace;
4410 return $cpp_captured_err if $cpp_captured_err;
4413 # remove paycvv after initial transaction
4416 #false laziness w/misc/process/payment.cgi - check both to make sure working
4418 if ( defined $self->dbdef_table->column('paycvv')
4419 && length($self->paycvv)
4420 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
4422 my $error = $self->remove_cvv;
4424 warn "WARNING: error removing cvv: $error\n";
4432 if ( $transaction->is_success() ) {
4435 if ( $payment_gateway ) { # agent override
4436 $paybatch = $payment_gateway->gatewaynum. '-';
4439 $paybatch .= "$processor:". $transaction->authorization;
4441 $paybatch .= ':'. $transaction->order_number
4442 if $transaction->can('order_number')
4443 && length($transaction->order_number);
4445 my $cust_pay = new FS::cust_pay ( {
4446 'custnum' => $self->custnum,
4447 'invnum' => $options{'invnum'},
4450 'payby' => $method2payby{$method},
4451 'payinfo' => $payinfo,
4452 'paybatch' => $paybatch,
4453 'paydate' => $paydate,
4454 'pkgnum' => $options{'pkgnum'},
4456 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4457 $cust_pay->payunique( $options{payunique} )
4458 if defined($options{payunique}) && length($options{payunique});
4460 my $oldAutoCommit = $FS::UID::AutoCommit;
4461 local $FS::UID::AutoCommit = 0;
4464 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4466 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4469 $cust_pay->invnum(''); #try again with no specific invnum
4470 my $error2 = $cust_pay->insert( $options{'manual'} ?
4471 ( 'manual' => 1 ) : ()
4474 # gah. but at least we have a record of the state we had to abort in
4475 # from cust_pay_pending now.
4476 my $e = "WARNING: $method captured but payment not recorded - ".
4477 "error inserting payment ($processor): $error2".
4478 " (previously tried insert with invnum #$options{'invnum'}" .
4479 ": $error ) - pending payment saved as paypendingnum ".
4480 $cust_pay_pending->paypendingnum. "\n";
4486 if ( $options{'paynum_ref'} ) {
4487 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4490 $cust_pay_pending->status('done');
4491 $cust_pay_pending->statustext('captured');
4492 $cust_pay_pending->paynum($cust_pay->paynum);
4493 my $cpp_done_err = $cust_pay_pending->replace;
4495 if ( $cpp_done_err ) {
4497 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4498 my $e = "WARNING: $method captured but payment not recorded - ".
4499 "error updating status for paypendingnum ".
4500 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4506 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4508 if ( $options{'apply'} ) {
4509 my $apply_error = $self->apply_payments_and_credits;
4510 if ( $apply_error ) {
4511 warn "WARNING: error applying payment: $apply_error\n";
4512 #but we still should return no error cause the payment otherwise went
4517 return ''; #no error
4523 my $perror = "$processor error: ". $transaction->error_message;
4525 unless ( $transaction->error_message ) {
4528 if ( $transaction->can('response_page') ) {
4530 'page' => ( $transaction->can('response_page')
4531 ? $transaction->response_page
4534 'code' => ( $transaction->can('response_code')
4535 ? $transaction->response_code
4538 'headers' => ( $transaction->can('response_headers')
4539 ? $transaction->response_headers
4545 "No additional debugging information available for $processor";
4548 $perror .= "No error_message returned from $processor -- ".
4549 ( ref($t_response) ? Dumper($t_response) : $t_response );
4553 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4554 && $conf->exists('emaildecline')
4555 && grep { $_ ne 'POST' } $self->invoicing_list
4556 && ! grep { $transaction->error_message =~ /$_/ }
4557 $conf->config('emaildecline-exclude')
4559 my @templ = $conf->config('declinetemplate');
4560 my $template = new Text::Template (
4562 SOURCE => [ map "$_\n", @templ ],
4563 ) or return "($perror) can't create template: $Text::Template::ERROR";
4564 $template->compile()
4565 or return "($perror) can't compile template: $Text::Template::ERROR";
4569 scalar( $conf->config('company_name', $self->agentnum ) ),
4570 'company_address' =>
4571 join("\n", $conf->config('company_address', $self->agentnum ) ),
4572 'error' => $transaction->error_message,
4575 my $error = send_email(
4576 'from' => $conf->config('invoice_from', $self->agentnum ),
4577 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4578 'subject' => 'Your payment could not be processed',
4579 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4582 $perror .= " (also received error sending decline notification: $error)"
4587 $cust_pay_pending->status('done');
4588 $cust_pay_pending->statustext("declined: $perror");
4589 my $cpp_done_err = $cust_pay_pending->replace;
4590 if ( $cpp_done_err ) {
4591 my $e = "WARNING: $method declined but pending payment not resolved - ".
4592 "error updating status for paypendingnum ".
4593 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4595 $perror = "$e ($perror)";
4603 sub _bop_recurring_billing {
4604 my( $self, %opt ) = @_;
4606 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4608 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4610 return 1 if $opt{'trans_is_recur'};
4614 my %hash = ( 'custnum' => $self->custnum,
4619 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4620 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4631 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4633 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4634 via a Business::OnlinePayment realtime gateway. See
4635 L<http://420.am/business-onlinepayment> for supported gateways.
4637 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4639 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4641 Most gateways require a reference to an original payment transaction to refund,
4642 so you probably need to specify a I<paynum>.
4644 I<amount> defaults to the original amount of the payment if not specified.
4646 I<reason> specifies a reason for the refund.
4648 I<paydate> specifies the expiration date for a credit card overriding the
4649 value from the customer record or the payment record. Specified as yyyy-mm-dd
4651 Implementation note: If I<amount> is unspecified or equal to the amount of the
4652 orignal payment, first an attempt is made to "void" the transaction via
4653 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4654 the normal attempt is made to "refund" ("credit") the transaction via the
4655 gateway is attempted.
4657 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4658 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4659 #if set, will override the value from the customer record.
4661 #If an I<invnum> is specified, this payment (if successful) is applied to the
4662 #specified invoice. If you don't specify an I<invnum> you might want to
4663 #call the B<apply_payments> method.
4667 #some false laziness w/realtime_bop, not enough to make it worth merging
4668 #but some useful small subs should be pulled out
4669 sub realtime_refund_bop {
4672 return $self->_new_realtime_refund_bop(@_)
4673 if $self->_new_bop_required();
4675 my( $method, %options ) = @_;
4677 warn "$me realtime_refund_bop: $method refund\n";
4678 warn " $_ => $options{$_}\n" foreach keys %options;
4681 eval "use Business::OnlinePayment";
4685 # look up the original payment and optionally a gateway for that payment
4689 my $amount = $options{'amount'};
4691 my( $processor, $login, $password, @bop_options ) ;
4692 my( $auth, $order_number ) = ( '', '', '' );
4694 if ( $options{'paynum'} ) {
4696 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4697 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4698 or return "Unknown paynum $options{'paynum'}";
4699 $amount ||= $cust_pay->paid;
4701 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4702 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4703 $cust_pay->paybatch;
4704 my $gatewaynum = '';
4705 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4707 if ( $gatewaynum ) { #gateway for the payment to be refunded
4709 my $payment_gateway =
4710 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4711 die "payment gateway $gatewaynum not found"
4712 unless $payment_gateway;
4714 $processor = $payment_gateway->gateway_module;
4715 $login = $payment_gateway->gateway_username;
4716 $password = $payment_gateway->gateway_password;
4717 @bop_options = $payment_gateway->options;
4719 } else { #try the default gateway
4721 my( $conf_processor, $unused_action );
4722 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4723 $self->default_payment_gateway($method);
4725 return "processor of payment $options{'paynum'} $processor does not".
4726 " match default processor $conf_processor"
4727 unless $processor eq $conf_processor;
4732 } else { # didn't specify a paynum, so look for agent gateway overrides
4733 # like a normal transaction
4736 if ( $method eq 'CC' ) {
4737 $cardtype = cardtype($self->payinfo);
4738 } elsif ( $method eq 'ECHECK' ) {
4741 $cardtype = $method;
4744 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4745 cardtype => $cardtype,
4747 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4749 taxclass => '', } );
4751 if ( $override ) { #use a payment gateway override
4753 my $payment_gateway = $override->payment_gateway;
4755 $processor = $payment_gateway->gateway_module;
4756 $login = $payment_gateway->gateway_username;
4757 $password = $payment_gateway->gateway_password;
4758 #$action = $payment_gateway->gateway_action;
4759 @bop_options = $payment_gateway->options;
4761 } else { #use the standard settings from the config
4764 ( $processor, $login, $password, $unused_action, @bop_options ) =
4765 $self->default_payment_gateway($method);
4770 return "neither amount nor paynum specified" unless $amount;
4775 'password' => $password,
4776 'order_number' => $order_number,
4777 'amount' => $amount,
4778 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4780 $content{authorization} = $auth
4781 if length($auth); #echeck/ACH transactions have an order # but no auth
4782 #(at least with authorize.net)
4784 my $disable_void_after;
4785 if ($conf->exists('disable_void_after')
4786 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4787 $disable_void_after = $1;
4790 #first try void if applicable
4791 if ( $cust_pay && $cust_pay->paid == $amount
4793 ( not defined($disable_void_after) )
4794 || ( time < ($cust_pay->_date + $disable_void_after ) )
4797 warn " attempting void\n" if $DEBUG > 1;
4798 my $void = new Business::OnlinePayment( $processor, @bop_options );
4799 if ( $void->can('info') ) {
4800 if ( $cust_pay->payby eq 'CARD'
4801 && $void->info('CC_void_requires_card') )
4803 $content{'card_number'} = $cust_pay->payinfo
4804 } elsif ( $cust_pay->payby eq 'CHEK'
4805 && $void->info('ECHECK_void_requires_account') )
4807 ( $content{'account_number'}, $content{'routing_code'} ) =
4808 split('@', $cust_pay->payinfo);
4809 $content{'name'} = $self->get('first'). ' '. $self->get('last');
4812 $void->content( 'action' => 'void', %content );
4814 if ( $void->is_success ) {
4815 my $error = $cust_pay->void($options{'reason'});
4817 # gah, even with transactions.
4818 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4819 "error voiding payment: $error";
4823 warn " void successful\n" if $DEBUG > 1;
4828 warn " void unsuccessful, trying refund\n"
4832 my $address = $self->address1;
4833 $address .= ", ". $self->address2 if $self->address2;
4835 my($payname, $payfirst, $paylast);
4836 if ( $self->payname && $method ne 'ECHECK' ) {
4837 $payname = $self->payname;
4838 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4839 or return "Illegal payname $payname";
4840 ($payfirst, $paylast) = ($1, $2);
4842 $payfirst = $self->getfield('first');
4843 $paylast = $self->getfield('last');
4844 $payname = "$payfirst $paylast";
4847 my @invoicing_list = $self->invoicing_list_emailonly;
4848 if ( $conf->exists('emailinvoiceautoalways')
4849 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4850 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4851 push @invoicing_list, $self->all_emails;
4854 my $email = ($conf->exists('business-onlinepayment-email-override'))
4855 ? $conf->config('business-onlinepayment-email-override')
4856 : $invoicing_list[0];
4858 my $payip = exists($options{'payip'})
4861 $content{customer_ip} = $payip
4865 if ( $method eq 'CC' ) {
4868 $content{card_number} = $payinfo = $cust_pay->payinfo;
4869 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4870 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4871 ($content{expiration} = "$2/$1"); # where available
4873 $content{card_number} = $payinfo = $self->payinfo;
4874 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4875 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4876 $content{expiration} = "$2/$1";
4879 } elsif ( $method eq 'ECHECK' ) {
4882 $payinfo = $cust_pay->payinfo;
4884 $payinfo = $self->payinfo;
4886 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4887 $content{bank_name} = $self->payname;
4888 $content{account_type} = 'CHECKING';
4889 $content{account_name} = $payname;
4890 $content{customer_org} = $self->company ? 'B' : 'I';
4891 $content{customer_ssn} = $self->ss;
4892 } elsif ( $method eq 'LEC' ) {
4893 $content{phone} = $payinfo = $self->payinfo;
4897 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4898 my %sub_content = $refund->content(
4899 'action' => 'credit',
4900 'customer_id' => $self->custnum,
4901 'last_name' => $paylast,
4902 'first_name' => $payfirst,
4904 'address' => $address,
4905 'city' => $self->city,
4906 'state' => $self->state,
4907 'zip' => $self->zip,
4908 'country' => $self->country,
4910 'phone' => $self->daytime || $self->night,
4913 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4917 return "$processor error: ". $refund->error_message
4918 unless $refund->is_success();
4920 my %method2payby = (
4926 my $paybatch = "$processor:". $refund->authorization;
4927 $paybatch .= ':'. $refund->order_number
4928 if $refund->can('order_number') && $refund->order_number;
4930 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4931 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4932 last unless @cust_bill_pay;
4933 my $cust_bill_pay = pop @cust_bill_pay;
4934 my $error = $cust_bill_pay->delete;
4938 my $cust_refund = new FS::cust_refund ( {
4939 'custnum' => $self->custnum,
4940 'paynum' => $options{'paynum'},
4941 'refund' => $amount,
4943 'payby' => $method2payby{$method},
4944 'payinfo' => $payinfo,
4945 'paybatch' => $paybatch,
4946 'reason' => $options{'reason'} || 'card or ACH refund',
4948 my $error = $cust_refund->insert;
4950 $cust_refund->paynum(''); #try again with no specific paynum
4951 my $error2 = $cust_refund->insert;
4953 # gah, even with transactions.
4954 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4955 "error inserting refund ($processor): $error2".
4956 " (previously tried insert with paynum #$options{'paynum'}" .
4967 # does the configuration indicate the new bop routines are required?
4969 sub _new_bop_required {
4972 my $botpp = 'Business::OnlineThirdPartyPayment';
4975 if ( ( $conf->exists('business-onlinepayment-namespace')
4976 && $conf->config('business-onlinepayment-namespace') eq $botpp
4978 or scalar( grep { $_->gateway_namespace eq $botpp }
4979 qsearch( 'payment_gateway', { 'disabled' => '' } )
4987 =item realtime_collect [ OPTION => VALUE ... ]
4989 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4990 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4991 gateway. See L<http://420.am/business-onlinepayment> and
4992 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4994 On failure returns an error message.
4996 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.
4998 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
5000 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
5001 then it is deduced from the customer record.
5003 If no I<amount> is specified, then the customer balance is used.
5005 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5006 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5007 if set, will override the value from the customer record.
5009 I<description> is a free-text field passed to the gateway. It defaults to
5010 the value defined by the business-onlinepayment-description configuration
5011 option, or "Internet services" if that is unset.
5013 If an I<invnum> is specified, this payment (if successful) is applied to the
5014 specified invoice. If you don't specify an I<invnum> you might want to
5015 call the B<apply_payments> method or set the I<apply> option.
5017 I<apply> can be set to true to apply a resulting payment.
5019 I<quiet> can be set true to surpress email decline notices.
5021 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5022 resulting paynum, if any.
5024 I<payunique> is a unique identifier for this payment.
5026 I<session_id> is a session identifier associated with this payment.
5028 I<depend_jobnum> allows payment capture to unlock export jobs
5032 sub realtime_collect {
5033 my( $self, %options ) = @_;
5036 warn "$me realtime_collect:\n";
5037 warn " $_ => $options{$_}\n" foreach keys %options;
5040 $options{amount} = $self->balance unless exists( $options{amount} );
5041 $options{method} = FS::payby->payby2bop($self->payby)
5042 unless exists( $options{method} );
5044 return $self->realtime_bop({%options});
5048 =item _realtime_bop { [ ARG => VALUE ... ] }
5050 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
5051 via a Business::OnlinePayment realtime gateway. See
5052 L<http://420.am/business-onlinepayment> for supported gateways.
5054 Required arguments in the hashref are I<method>, and I<amount>
5056 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5058 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
5060 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5061 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5062 if set, will override the value from the customer record.
5064 I<description> is a free-text field passed to the gateway. It defaults to
5065 the value defined by the business-onlinepayment-description configuration
5066 option, or "Internet services" if that is unset.
5068 If an I<invnum> is specified, this payment (if successful) is applied to the
5069 specified invoice. If you don't specify an I<invnum> you might want to
5070 call the B<apply_payments> method.
5072 I<quiet> can be set true to surpress email decline notices.
5074 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5075 resulting paynum, if any.
5077 I<payunique> is a unique identifier for this payment.
5079 I<session_id> is a session identifier associated with this payment.
5081 I<depend_jobnum> allows payment capture to unlock export jobs
5083 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
5087 # some helper routines
5088 sub _payment_gateway {
5089 my ($self, $options) = @_;
5091 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
5092 unless exists($options->{payment_gateway});
5094 $options->{payment_gateway};
5098 my ($self, $options) = @_;
5101 'login' => $options->{payment_gateway}->gateway_username,
5102 'password' => $options->{payment_gateway}->gateway_password,
5107 my ($self, $options) = @_;
5109 $options->{payment_gateway}->gatewaynum
5110 ? $options->{payment_gateway}->options
5111 : @{ $options->{payment_gateway}->get('options') };
5115 my ($self, $options) = @_;
5117 unless ( $options->{'description'} ) {
5118 if ( $conf->exists('business-onlinepayment-description') ) {
5119 my $dtempl = $conf->config('business-onlinepayment-description');
5121 my $agent = $self->agent->agent;
5123 $options->{'description'} = eval qq("$dtempl");
5125 $options->{'description'} = 'Internet services';
5129 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
5130 $options->{invnum} ||= '';
5131 $options->{payname} = $self->payname unless exists( $options->{payname} );
5135 my ($self, $options) = @_;
5138 $content{address} = exists($options->{'address1'})
5139 ? $options->{'address1'}
5141 my $address2 = exists($options->{'address2'})
5142 ? $options->{'address2'}
5144 $content{address} .= ", ". $address2 if length($address2);
5146 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
5147 $content{customer_ip} = $payip if length($payip);
5149 $content{invoice_number} = $options->{'invnum'}
5150 if exists($options->{'invnum'}) && length($options->{'invnum'});
5152 $content{email_customer} =
5153 ( $conf->exists('business-onlinepayment-email_customer')
5154 || $conf->exists('business-onlinepayment-email-override') );
5156 $content{payfirst} = $self->getfield('first');
5157 $content{paylast} = $self->getfield('last');
5159 $content{account_name} = "$content{payfirst} $content{paylast}"
5160 if $options->{method} eq 'ECHECK';
5162 $content{name} = $options->{payname};
5163 $content{name} = $content{account_name} if exists($content{account_name});
5165 $content{city} = exists($options->{city})
5168 $content{state} = exists($options->{state})
5171 $content{zip} = exists($options->{zip})
5174 $content{country} = exists($options->{country})
5175 ? $options->{country}
5177 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
5178 $content{phone} = $self->daytime || $self->night;
5183 my %bop_method2payby = (
5189 sub _new_realtime_bop {
5193 if (ref($_[0]) eq 'HASH') {
5194 %options = %{$_[0]};
5196 my ( $method, $amount ) = ( shift, shift );
5198 $options{method} = $method;
5199 $options{amount} = $amount;
5203 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
5204 warn " $_ => $options{$_}\n" foreach keys %options;
5207 return $self->fake_bop(%options) if $options{'fake'};
5209 $self->_bop_defaults(\%options);
5212 # set trans_is_recur based on invnum if there is one
5215 my $trans_is_recur = 0;
5216 if ( $options{'invnum'} ) {
5218 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
5219 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
5222 map { $_->part_pkg }
5224 map { $_->cust_pkg }
5225 $cust_bill->cust_bill_pkg;
5228 if grep { $_->freq ne '0' } @part_pkg;
5236 my $payment_gateway = $self->_payment_gateway( \%options );
5237 my $namespace = $payment_gateway->gateway_namespace;
5239 eval "use $namespace";
5243 # check for banned credit card/ACH
5246 my $ban = qsearchs('banned_pay', {
5247 'payby' => $bop_method2payby{$options{method}},
5248 'payinfo' => md5_base64($options{payinfo}),
5250 return "Banned credit card" if $ban;
5256 my (%bop_content) = $self->_bop_content(\%options);
5258 if ( $options{method} ne 'ECHECK' ) {
5259 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5260 or return "Illegal payname $options{payname}";
5261 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
5264 my @invoicing_list = $self->invoicing_list_emailonly;
5265 if ( $conf->exists('emailinvoiceautoalways')
5266 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5267 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5268 push @invoicing_list, $self->all_emails;
5271 my $email = ($conf->exists('business-onlinepayment-email-override'))
5272 ? $conf->config('business-onlinepayment-email-override')
5273 : $invoicing_list[0];
5277 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
5279 $content{card_number} = $options{payinfo};
5280 $paydate = exists($options{'paydate'})
5281 ? $options{'paydate'}
5283 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5284 $content{expiration} = "$2/$1";
5286 my $paycvv = exists($options{'paycvv'})
5287 ? $options{'paycvv'}
5289 $content{cvv2} = $paycvv
5292 my $paystart_month = exists($options{'paystart_month'})
5293 ? $options{'paystart_month'}
5294 : $self->paystart_month;
5296 my $paystart_year = exists($options{'paystart_year'})
5297 ? $options{'paystart_year'}
5298 : $self->paystart_year;
5300 $content{card_start} = "$paystart_month/$paystart_year"
5301 if $paystart_month && $paystart_year;
5303 my $payissue = exists($options{'payissue'})
5304 ? $options{'payissue'}
5306 $content{issue_number} = $payissue if $payissue;
5308 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
5309 'trans_is_recur' => $trans_is_recur,
5313 $content{recurring_billing} = 'YES';
5314 $content{acct_code} = 'rebill'
5315 if $conf->exists('credit_card-recurring_billing_acct_code');
5318 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
5319 ( $content{account_number}, $content{routing_code} ) =
5320 split('@', $options{payinfo});
5321 $content{bank_name} = $options{payname};
5322 $content{bank_state} = exists($options{'paystate'})
5323 ? $options{'paystate'}
5324 : $self->getfield('paystate');
5325 $content{account_type} = exists($options{'paytype'})
5326 ? uc($options{'paytype'}) || 'CHECKING'
5327 : uc($self->getfield('paytype')) || 'CHECKING';
5328 $content{customer_org} = $self->company ? 'B' : 'I';
5329 $content{state_id} = exists($options{'stateid'})
5330 ? $options{'stateid'}
5331 : $self->getfield('stateid');
5332 $content{state_id_state} = exists($options{'stateid_state'})
5333 ? $options{'stateid_state'}
5334 : $self->getfield('stateid_state');
5335 $content{customer_ssn} = exists($options{'ss'})
5338 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
5339 $content{phone} = $options{payinfo};
5340 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5347 # run transaction(s)
5350 my $balance = exists( $options{'balance'} )
5351 ? $options{'balance'}
5354 $self->select_for_update; #mutex ... just until we get our pending record in
5356 #the checks here are intended to catch concurrent payments
5357 #double-form-submission prevention is taken care of in cust_pay_pending::check
5360 return "The customer's balance has changed; $options{method} transaction aborted."
5361 if $self->balance < $balance;
5362 #&& $self->balance < $options{amount}; #might as well anyway?
5364 #also check and make sure there aren't *other* pending payments for this cust
5366 my @pending = qsearch('cust_pay_pending', {
5367 'custnum' => $self->custnum,
5368 'status' => { op=>'!=', value=>'done' }
5370 return "A payment is already being processed for this customer (".
5371 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
5372 "); $options{method} transaction aborted."
5373 if scalar(@pending);
5375 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
5377 my $cust_pay_pending = new FS::cust_pay_pending {
5378 'custnum' => $self->custnum,
5379 #'invnum' => $options{'invnum'},
5380 'paid' => $options{amount},
5382 'payby' => $bop_method2payby{$options{method}},
5383 'payinfo' => $options{payinfo},
5384 'paydate' => $paydate,
5385 'recurring_billing' => $content{recurring_billing},
5386 'pkgnum' => $options{'pkgnum'},
5388 'gatewaynum' => $payment_gateway->gatewaynum || '',
5389 'session_id' => $options{session_id} || '',
5390 'jobnum' => $options{depend_jobnum} || '',
5392 $cust_pay_pending->payunique( $options{payunique} )
5393 if defined($options{payunique}) && length($options{payunique});
5394 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
5395 return $cpp_new_err if $cpp_new_err;
5397 my( $action1, $action2 ) =
5398 split( /\s*\,\s*/, $payment_gateway->gateway_action );
5400 my $transaction = new $namespace( $payment_gateway->gateway_module,
5401 $self->_bop_options(\%options),
5404 $transaction->content(
5405 'type' => $options{method},
5406 $self->_bop_auth(\%options),
5407 'action' => $action1,
5408 'description' => $options{'description'},
5409 'amount' => $options{amount},
5410 #'invoice_number' => $options{'invnum'},
5411 'customer_id' => $self->custnum,
5413 'reference' => $cust_pay_pending->paypendingnum, #for now
5418 $cust_pay_pending->status('pending');
5419 my $cpp_pending_err = $cust_pay_pending->replace;
5420 return $cpp_pending_err if $cpp_pending_err;
5423 my $BOP_TESTING = 0;
5424 my $BOP_TESTING_SUCCESS = 1;
5426 unless ( $BOP_TESTING ) {
5427 $transaction->submit();
5429 if ( $BOP_TESTING_SUCCESS ) {
5430 $transaction->is_success(1);
5431 $transaction->authorization('fake auth');
5433 $transaction->is_success(0);
5434 $transaction->error_message('fake failure');
5438 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
5440 return { reference => $cust_pay_pending->paypendingnum,
5441 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
5443 } elsif ( $transaction->is_success() && $action2 ) {
5445 $cust_pay_pending->status('authorized');
5446 my $cpp_authorized_err = $cust_pay_pending->replace;
5447 return $cpp_authorized_err if $cpp_authorized_err;
5449 my $auth = $transaction->authorization;
5450 my $ordernum = $transaction->can('order_number')
5451 ? $transaction->order_number
5455 new Business::OnlinePayment( $payment_gateway->gateway_module,
5456 $self->_bop_options(\%options),
5461 type => $options{method},
5463 $self->_bop_auth(\%options),
5464 order_number => $ordernum,
5465 amount => $options{amount},
5466 authorization => $auth,
5467 description => $options{'description'},
5470 foreach my $field (qw( authorization_source_code returned_ACI
5471 transaction_identifier validation_code
5472 transaction_sequence_num local_transaction_date
5473 local_transaction_time AVS_result_code )) {
5474 $capture{$field} = $transaction->$field() if $transaction->can($field);
5477 $capture->content( %capture );
5481 unless ( $capture->is_success ) {
5482 my $e = "Authorization successful but capture failed, custnum #".
5483 $self->custnum. ': '. $capture->result_code.
5484 ": ". $capture->error_message;
5492 # remove paycvv after initial transaction
5495 #false laziness w/misc/process/payment.cgi - check both to make sure working
5497 if ( defined $self->dbdef_table->column('paycvv')
5498 && length($self->paycvv)
5499 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
5501 my $error = $self->remove_cvv;
5503 warn "WARNING: error removing cvv: $error\n";
5511 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5523 if (ref($_[0]) eq 'HASH') {
5524 %options = %{$_[0]};
5526 my ( $method, $amount ) = ( shift, shift );
5528 $options{method} = $method;
5529 $options{amount} = $amount;
5532 if ( $options{'fake_failure'} ) {
5533 return "Error: No error; test failure requested with fake_failure";
5537 #if ( $payment_gateway->gatewaynum ) { # agent override
5538 # $paybatch = $payment_gateway->gatewaynum. '-';
5541 #$paybatch .= "$processor:". $transaction->authorization;
5543 #$paybatch .= ':'. $transaction->order_number
5544 # if $transaction->can('order_number')
5545 # && length($transaction->order_number);
5547 my $paybatch = 'FakeProcessor:54:32';
5549 my $cust_pay = new FS::cust_pay ( {
5550 'custnum' => $self->custnum,
5551 'invnum' => $options{'invnum'},
5552 'paid' => $options{amount},
5554 'payby' => $bop_method2payby{$options{method}},
5555 #'payinfo' => $payinfo,
5556 'payinfo' => '4111111111111111',
5557 'paybatch' => $paybatch,
5558 #'paydate' => $paydate,
5559 'paydate' => '2012-05-01',
5561 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
5563 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5566 $cust_pay->invnum(''); #try again with no specific invnum
5567 my $error2 = $cust_pay->insert( $options{'manual'} ?
5568 ( 'manual' => 1 ) : ()
5571 # gah, even with transactions.
5572 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5573 "error inserting (fake!) payment: $error2".
5574 " (previously tried insert with invnum #$options{'invnum'}" .
5581 if ( $options{'paynum_ref'} ) {
5582 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5585 return ''; #no error
5590 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5592 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5593 # phone bill transaction.
5595 sub _realtime_bop_result {
5596 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5598 warn "$me _realtime_bop_result: pending transaction ".
5599 $cust_pay_pending->paypendingnum. "\n";
5600 warn " $_ => $options{$_}\n" foreach keys %options;
5603 my $payment_gateway = $options{payment_gateway}
5604 or return "no payment gateway in arguments to _realtime_bop_result";
5606 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5607 my $cpp_captured_err = $cust_pay_pending->replace;
5608 return $cpp_captured_err if $cpp_captured_err;
5610 if ( $transaction->is_success() ) {
5613 if ( $payment_gateway->gatewaynum ) { # agent override
5614 $paybatch = $payment_gateway->gatewaynum. '-';
5617 $paybatch .= $payment_gateway->gateway_module. ":".
5618 $transaction->authorization;
5620 $paybatch .= ':'. $transaction->order_number
5621 if $transaction->can('order_number')
5622 && length($transaction->order_number);
5624 my $cust_pay = new FS::cust_pay ( {
5625 'custnum' => $self->custnum,
5626 'invnum' => $options{'invnum'},
5627 'paid' => $cust_pay_pending->paid,
5629 'payby' => $cust_pay_pending->payby,
5630 #'payinfo' => $payinfo,
5631 'paybatch' => $paybatch,
5632 'paydate' => $cust_pay_pending->paydate,
5633 'pkgnum' => $cust_pay_pending->pkgnum,
5635 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5636 $cust_pay->payunique( $options{payunique} )
5637 if defined($options{payunique}) && length($options{payunique});
5639 my $oldAutoCommit = $FS::UID::AutoCommit;
5640 local $FS::UID::AutoCommit = 0;
5643 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5645 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5648 $cust_pay->invnum(''); #try again with no specific invnum
5649 my $error2 = $cust_pay->insert( $options{'manual'} ?
5650 ( 'manual' => 1 ) : ()
5653 # gah. but at least we have a record of the state we had to abort in
5654 # from cust_pay_pending now.
5655 my $e = "WARNING: $options{method} captured but payment not recorded -".
5656 " error inserting payment (". $payment_gateway->gateway_module.
5658 " (previously tried insert with invnum #$options{'invnum'}" .
5659 ": $error ) - pending payment saved as paypendingnum ".
5660 $cust_pay_pending->paypendingnum. "\n";
5666 my $jobnum = $cust_pay_pending->jobnum;
5668 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5670 unless ( $placeholder ) {
5671 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5672 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5673 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5678 $error = $placeholder->delete;
5681 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5682 my $e = "WARNING: $options{method} captured but could not delete ".
5683 "job $jobnum for paypendingnum ".
5684 $cust_pay_pending->paypendingnum. ": $error\n";
5691 if ( $options{'paynum_ref'} ) {
5692 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5695 $cust_pay_pending->status('done');
5696 $cust_pay_pending->statustext('captured');
5697 $cust_pay_pending->paynum($cust_pay->paynum);
5698 my $cpp_done_err = $cust_pay_pending->replace;
5700 if ( $cpp_done_err ) {
5702 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5703 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5704 "error updating status for paypendingnum ".
5705 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5711 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5713 if ( $options{'apply'} ) {
5714 my $apply_error = $self->apply_payments_and_credits;
5715 if ( $apply_error ) {
5716 warn "WARNING: error applying payment: $apply_error\n";
5717 #but we still should return no error cause the payment otherwise went
5722 return ''; #no error
5728 my $perror = $payment_gateway->gateway_module. " error: ".
5729 $transaction->error_message;
5731 my $jobnum = $cust_pay_pending->jobnum;
5733 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5735 if ( $placeholder ) {
5736 my $error = $placeholder->depended_delete;
5737 $error ||= $placeholder->delete;
5738 warn "error removing provisioning jobs after declined paypendingnum ".
5739 $cust_pay_pending->paypendingnum. "\n";
5741 my $e = "error finding job $jobnum for declined paypendingnum ".
5742 $cust_pay_pending->paypendingnum. "\n";
5748 unless ( $transaction->error_message ) {
5751 if ( $transaction->can('response_page') ) {
5753 'page' => ( $transaction->can('response_page')
5754 ? $transaction->response_page
5757 'code' => ( $transaction->can('response_code')
5758 ? $transaction->response_code
5761 'headers' => ( $transaction->can('response_headers')
5762 ? $transaction->response_headers
5768 "No additional debugging information available for ".
5769 $payment_gateway->gateway_module;
5772 $perror .= "No error_message returned from ".
5773 $payment_gateway->gateway_module. " -- ".
5774 ( ref($t_response) ? Dumper($t_response) : $t_response );
5778 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5779 && $conf->exists('emaildecline')
5780 && grep { $_ ne 'POST' } $self->invoicing_list
5781 && ! grep { $transaction->error_message =~ /$_/ }
5782 $conf->config('emaildecline-exclude')
5784 my @templ = $conf->config('declinetemplate');
5785 my $template = new Text::Template (
5787 SOURCE => [ map "$_\n", @templ ],
5788 ) or return "($perror) can't create template: $Text::Template::ERROR";
5789 $template->compile()
5790 or return "($perror) can't compile template: $Text::Template::ERROR";
5794 scalar( $conf->config('company_name', $self->agentnum ) ),
5795 'company_address' =>
5796 join("\n", $conf->config('company_address', $self->agentnum ) ),
5797 'error' => $transaction->error_message,
5800 my $error = send_email(
5801 'from' => $conf->config('invoice_from', $self->agentnum ),
5802 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5803 'subject' => 'Your payment could not be processed',
5804 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5807 $perror .= " (also received error sending decline notification: $error)"
5812 $cust_pay_pending->status('done');
5813 $cust_pay_pending->statustext("declined: $perror");
5814 my $cpp_done_err = $cust_pay_pending->replace;
5815 if ( $cpp_done_err ) {
5816 my $e = "WARNING: $options{method} declined but pending payment not ".
5817 "resolved - error updating status for paypendingnum ".
5818 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5820 $perror = "$e ($perror)";
5828 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5830 Verifies successful third party processing of a realtime credit card,
5831 ACH (electronic check) or phone bill transaction via a
5832 Business::OnlineThirdPartyPayment realtime gateway. See
5833 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5835 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5837 The additional options I<payname>, I<city>, I<state>,
5838 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5839 if set, will override the value from the customer record.
5841 I<description> is a free-text field passed to the gateway. It defaults to
5842 "Internet services".
5844 If an I<invnum> is specified, this payment (if successful) is applied to the
5845 specified invoice. If you don't specify an I<invnum> you might want to
5846 call the B<apply_payments> method.
5848 I<quiet> can be set true to surpress email decline notices.
5850 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5851 resulting paynum, if any.
5853 I<payunique> is a unique identifier for this payment.
5855 Returns a hashref containing elements bill_error (which will be undefined
5856 upon success) and session_id of any associated session.
5860 sub realtime_botpp_capture {
5861 my( $self, $cust_pay_pending, %options ) = @_;
5863 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5864 warn " $_ => $options{$_}\n" foreach keys %options;
5867 eval "use Business::OnlineThirdPartyPayment";
5871 # select the gateway
5874 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5876 my $payment_gateway = $cust_pay_pending->gatewaynum
5877 ? qsearchs( 'payment_gateway',
5878 { gatewaynum => $cust_pay_pending->gatewaynum }
5880 : $self->agent->payment_gateway( 'method' => $method,
5881 # 'invnum' => $cust_pay_pending->invnum,
5882 # 'payinfo' => $cust_pay_pending->payinfo,
5885 $options{payment_gateway} = $payment_gateway; # for the helper subs
5891 my @invoicing_list = $self->invoicing_list_emailonly;
5892 if ( $conf->exists('emailinvoiceautoalways')
5893 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5894 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5895 push @invoicing_list, $self->all_emails;
5898 my $email = ($conf->exists('business-onlinepayment-email-override'))
5899 ? $conf->config('business-onlinepayment-email-override')
5900 : $invoicing_list[0];
5904 $content{email_customer} =
5905 ( $conf->exists('business-onlinepayment-email_customer')
5906 || $conf->exists('business-onlinepayment-email-override') );
5909 # run transaction(s)
5913 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5914 $self->_bop_options(\%options),
5917 $transaction->reference({ %options });
5919 $transaction->content(
5921 $self->_bop_auth(\%options),
5922 'action' => 'Post Authorization',
5923 'description' => $options{'description'},
5924 'amount' => $cust_pay_pending->paid,
5925 #'invoice_number' => $options{'invnum'},
5926 'customer_id' => $self->custnum,
5927 'referer' => 'http://cleanwhisker.420.am/',
5928 'reference' => $cust_pay_pending->paypendingnum,
5930 'phone' => $self->daytime || $self->night,
5932 # plus whatever is required for bogus capture avoidance
5935 $transaction->submit();
5938 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5941 bill_error => $error,
5942 session_id => $cust_pay_pending->session_id,
5947 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5951 sub default_payment_gateway {
5952 my( $self, $method ) = @_;
5954 die "Real-time processing not enabled\n"
5955 unless $conf->exists('business-onlinepayment');
5957 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5960 my $bop_config = 'business-onlinepayment';
5961 $bop_config .= '-ach'
5962 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5963 my ( $processor, $login, $password, $action, @bop_options ) =
5964 $conf->config($bop_config);
5965 $action ||= 'normal authorization';
5966 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5967 die "No real-time processor is enabled - ".
5968 "did you set the business-onlinepayment configuration value?\n"
5971 ( $processor, $login, $password, $action, @bop_options )
5976 Removes the I<paycvv> field from the database directly.
5978 If there is an error, returns the error, otherwise returns false.
5984 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5985 or return dbh->errstr;
5986 $sth->execute($self->custnum)
5987 or return $sth->errstr;
5992 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5994 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5995 via a Business::OnlinePayment realtime gateway. See
5996 L<http://420.am/business-onlinepayment> for supported gateways.
5998 Available methods are: I<CC>, I<ECHECK> and I<LEC>
6000 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
6002 Most gateways require a reference to an original payment transaction to refund,
6003 so you probably need to specify a I<paynum>.
6005 I<amount> defaults to the original amount of the payment if not specified.
6007 I<reason> specifies a reason for the refund.
6009 I<paydate> specifies the expiration date for a credit card overriding the
6010 value from the customer record or the payment record. Specified as yyyy-mm-dd
6012 Implementation note: If I<amount> is unspecified or equal to the amount of the
6013 orignal payment, first an attempt is made to "void" the transaction via
6014 the gateway (to cancel a not-yet settled transaction) and then if that fails,
6015 the normal attempt is made to "refund" ("credit") the transaction via the
6016 gateway is attempted.
6018 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
6019 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
6020 #if set, will override the value from the customer record.
6022 #If an I<invnum> is specified, this payment (if successful) is applied to the
6023 #specified invoice. If you don't specify an I<invnum> you might want to
6024 #call the B<apply_payments> method.
6028 #some false laziness w/realtime_bop, not enough to make it worth merging
6029 #but some useful small subs should be pulled out
6030 sub _new_realtime_refund_bop {
6034 if (ref($_[0]) ne 'HASH') {
6035 %options = %{$_[0]};
6039 $options{method} = $method;
6043 warn "$me realtime_refund_bop (new): $options{method} refund\n";
6044 warn " $_ => $options{$_}\n" foreach keys %options;
6048 # look up the original payment and optionally a gateway for that payment
6052 my $amount = $options{'amount'};
6054 my( $processor, $login, $password, @bop_options, $namespace ) ;
6055 my( $auth, $order_number ) = ( '', '', '' );
6057 if ( $options{'paynum'} ) {
6059 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
6060 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
6061 or return "Unknown paynum $options{'paynum'}";
6062 $amount ||= $cust_pay->paid;
6064 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
6065 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
6066 $cust_pay->paybatch;
6067 my $gatewaynum = '';
6068 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
6070 if ( $gatewaynum ) { #gateway for the payment to be refunded
6072 my $payment_gateway =
6073 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
6074 die "payment gateway $gatewaynum not found"
6075 unless $payment_gateway;
6077 $processor = $payment_gateway->gateway_module;
6078 $login = $payment_gateway->gateway_username;
6079 $password = $payment_gateway->gateway_password;
6080 $namespace = $payment_gateway->gateway_namespace;
6081 @bop_options = $payment_gateway->options;
6083 } else { #try the default gateway
6086 my $payment_gateway =
6087 $self->agent->payment_gateway('method' => $options{method});
6089 ( $conf_processor, $login, $password, $namespace ) =
6090 map { my $method = "gateway_$_"; $payment_gateway->$method }
6091 qw( module username password namespace );
6093 @bop_options = $payment_gateway->gatewaynum
6094 ? $payment_gateway->options
6095 : @{ $payment_gateway->get('options') };
6097 return "processor of payment $options{'paynum'} $processor does not".
6098 " match default processor $conf_processor"
6099 unless $processor eq $conf_processor;
6104 } else { # didn't specify a paynum, so look for agent gateway overrides
6105 # like a normal transaction
6107 my $payment_gateway =
6108 $self->agent->payment_gateway( 'method' => $options{method},
6109 #'payinfo' => $payinfo,
6111 my( $processor, $login, $password, $namespace ) =
6112 map { my $method = "gateway_$_"; $payment_gateway->$method }
6113 qw( module username password namespace );
6115 my @bop_options = $payment_gateway->gatewaynum
6116 ? $payment_gateway->options
6117 : @{ $payment_gateway->get('options') };
6120 return "neither amount nor paynum specified" unless $amount;
6122 eval "use $namespace";
6126 'type' => $options{method},
6128 'password' => $password,
6129 'order_number' => $order_number,
6130 'amount' => $amount,
6131 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
6133 $content{authorization} = $auth
6134 if length($auth); #echeck/ACH transactions have an order # but no auth
6135 #(at least with authorize.net)
6137 my $disable_void_after;
6138 if ($conf->exists('disable_void_after')
6139 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
6140 $disable_void_after = $1;
6143 #first try void if applicable
6144 if ( $cust_pay && $cust_pay->paid == $amount
6146 ( not defined($disable_void_after) )
6147 || ( time < ($cust_pay->_date + $disable_void_after ) )
6150 warn " attempting void\n" if $DEBUG > 1;
6151 my $void = new Business::OnlinePayment( $processor, @bop_options );
6152 if ( $void->can('info') ) {
6153 if ( $cust_pay->payby eq 'CARD'
6154 && $void->info('CC_void_requires_card') )
6156 $content{'card_number'} = $cust_pay->payinfo;
6157 } elsif ( $cust_pay->payby eq 'CHEK'
6158 && $void->info('ECHECK_void_requires_account') )
6160 ( $content{'account_number'}, $content{'routing_code'} ) =
6161 split('@', $cust_pay->payinfo);
6162 $content{'name'} = $self->get('first'). ' '. $self->get('last');
6165 $void->content( 'action' => 'void', %content );
6167 if ( $void->is_success ) {
6168 my $error = $cust_pay->void($options{'reason'});
6170 # gah, even with transactions.
6171 my $e = 'WARNING: Card/ACH voided but database not updated - '.
6172 "error voiding payment: $error";
6176 warn " void successful\n" if $DEBUG > 1;
6181 warn " void unsuccessful, trying refund\n"
6185 my $address = $self->address1;
6186 $address .= ", ". $self->address2 if $self->address2;
6188 my($payname, $payfirst, $paylast);
6189 if ( $self->payname && $options{method} ne 'ECHECK' ) {
6190 $payname = $self->payname;
6191 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
6192 or return "Illegal payname $payname";
6193 ($payfirst, $paylast) = ($1, $2);
6195 $payfirst = $self->getfield('first');
6196 $paylast = $self->getfield('last');
6197 $payname = "$payfirst $paylast";
6200 my @invoicing_list = $self->invoicing_list_emailonly;
6201 if ( $conf->exists('emailinvoiceautoalways')
6202 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
6203 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
6204 push @invoicing_list, $self->all_emails;
6207 my $email = ($conf->exists('business-onlinepayment-email-override'))
6208 ? $conf->config('business-onlinepayment-email-override')
6209 : $invoicing_list[0];
6211 my $payip = exists($options{'payip'})
6214 $content{customer_ip} = $payip
6218 if ( $options{method} eq 'CC' ) {
6221 $content{card_number} = $payinfo = $cust_pay->payinfo;
6222 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
6223 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
6224 ($content{expiration} = "$2/$1"); # where available
6226 $content{card_number} = $payinfo = $self->payinfo;
6227 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
6228 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
6229 $content{expiration} = "$2/$1";
6232 } elsif ( $options{method} eq 'ECHECK' ) {
6235 $payinfo = $cust_pay->payinfo;
6237 $payinfo = $self->payinfo;
6239 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
6240 $content{bank_name} = $self->payname;
6241 $content{account_type} = 'CHECKING';
6242 $content{account_name} = $payname;
6243 $content{customer_org} = $self->company ? 'B' : 'I';
6244 $content{customer_ssn} = $self->ss;
6245 } elsif ( $options{method} eq 'LEC' ) {
6246 $content{phone} = $payinfo = $self->payinfo;
6250 my $refund = new Business::OnlinePayment( $processor, @bop_options );
6251 my %sub_content = $refund->content(
6252 'action' => 'credit',
6253 'customer_id' => $self->custnum,
6254 'last_name' => $paylast,
6255 'first_name' => $payfirst,
6257 'address' => $address,
6258 'city' => $self->city,
6259 'state' => $self->state,
6260 'zip' => $self->zip,
6261 'country' => $self->country,
6263 'phone' => $self->daytime || $self->night,
6266 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
6270 return "$processor error: ". $refund->error_message
6271 unless $refund->is_success();
6273 my $paybatch = "$processor:". $refund->authorization;
6274 $paybatch .= ':'. $refund->order_number
6275 if $refund->can('order_number') && $refund->order_number;
6277 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
6278 my @cust_bill_pay = $cust_pay->cust_bill_pay;
6279 last unless @cust_bill_pay;
6280 my $cust_bill_pay = pop @cust_bill_pay;
6281 my $error = $cust_bill_pay->delete;
6285 my $cust_refund = new FS::cust_refund ( {
6286 'custnum' => $self->custnum,
6287 'paynum' => $options{'paynum'},
6288 'refund' => $amount,
6290 'payby' => $bop_method2payby{$options{method}},
6291 'payinfo' => $payinfo,
6292 'paybatch' => $paybatch,
6293 'reason' => $options{'reason'} || 'card or ACH refund',
6295 my $error = $cust_refund->insert;
6297 $cust_refund->paynum(''); #try again with no specific paynum
6298 my $error2 = $cust_refund->insert;
6300 # gah, even with transactions.
6301 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
6302 "error inserting refund ($processor): $error2".
6303 " (previously tried insert with paynum #$options{'paynum'}" .
6314 =item batch_card OPTION => VALUE...
6316 Adds a payment for this invoice to the pending credit card batch (see
6317 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
6318 runs the payment using a realtime gateway.
6323 my ($self, %options) = @_;
6326 if (exists($options{amount})) {
6327 $amount = $options{amount};
6329 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
6331 return '' unless $amount > 0;
6333 my $invnum = delete $options{invnum};
6334 my $payby = $options{invnum} || $self->payby; #dubious
6336 if ($options{'realtime'}) {
6337 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
6343 my $oldAutoCommit = $FS::UID::AutoCommit;
6344 local $FS::UID::AutoCommit = 0;
6347 #this needs to handle mysql as well as Pg, like svc_acct.pm
6348 #(make it into a common function if folks need to do batching with mysql)
6349 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
6350 or return "Cannot lock pay_batch: " . $dbh->errstr;
6354 'payby' => FS::payby->payby2payment($payby),
6357 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
6359 unless ( $pay_batch ) {
6360 $pay_batch = new FS::pay_batch \%pay_batch;
6361 my $error = $pay_batch->insert;
6363 $dbh->rollback if $oldAutoCommit;
6364 die "error creating new batch: $error\n";
6368 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
6369 'batchnum' => $pay_batch->batchnum,
6370 'custnum' => $self->custnum,
6373 foreach (qw( address1 address2 city state zip country payby payinfo paydate
6375 $options{$_} = '' unless exists($options{$_});
6378 my $cust_pay_batch = new FS::cust_pay_batch ( {
6379 'batchnum' => $pay_batch->batchnum,
6380 'invnum' => $invnum || 0, # is there a better value?
6381 # this field should be
6383 # cust_bill_pay_batch now
6384 'custnum' => $self->custnum,
6385 'last' => $self->getfield('last'),
6386 'first' => $self->getfield('first'),
6387 'address1' => $options{address1} || $self->address1,
6388 'address2' => $options{address2} || $self->address2,
6389 'city' => $options{city} || $self->city,
6390 'state' => $options{state} || $self->state,
6391 'zip' => $options{zip} || $self->zip,
6392 'country' => $options{country} || $self->country,
6393 'payby' => $options{payby} || $self->payby,
6394 'payinfo' => $options{payinfo} || $self->payinfo,
6395 'exp' => $options{paydate} || $self->paydate,
6396 'payname' => $options{payname} || $self->payname,
6397 'amount' => $amount, # consolidating
6400 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
6401 if $old_cust_pay_batch;
6404 if ($old_cust_pay_batch) {
6405 $error = $cust_pay_batch->replace($old_cust_pay_batch)
6407 $error = $cust_pay_batch->insert;
6411 $dbh->rollback if $oldAutoCommit;
6415 my $unapplied = $self->total_unapplied_credits
6416 + $self->total_unapplied_payments
6417 + $self->in_transit_payments;
6418 foreach my $cust_bill ($self->open_cust_bill) {
6419 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
6420 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
6421 'invnum' => $cust_bill->invnum,
6422 'paybatchnum' => $cust_pay_batch->paybatchnum,
6423 'amount' => $cust_bill->owed,
6426 if ($unapplied >= $cust_bill_pay_batch->amount){
6427 $unapplied -= $cust_bill_pay_batch->amount;
6430 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
6431 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
6433 $error = $cust_bill_pay_batch->insert;
6435 $dbh->rollback if $oldAutoCommit;
6440 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6444 =item apply_payments_and_credits [ OPTION => VALUE ... ]
6446 Applies unapplied payments and credits.
6448 In most cases, this new method should be used in place of sequential
6449 apply_payments and apply_credits methods.
6451 A hash of optional arguments may be passed. Currently "manual" is supported.
6452 If true, a payment receipt is sent instead of a statement when
6453 'payment_receipt_email' configuration option is set.
6455 If there is an error, returns the error, otherwise returns false.
6459 sub apply_payments_and_credits {
6460 my( $self, %options ) = @_;
6462 local $SIG{HUP} = 'IGNORE';
6463 local $SIG{INT} = 'IGNORE';
6464 local $SIG{QUIT} = 'IGNORE';
6465 local $SIG{TERM} = 'IGNORE';
6466 local $SIG{TSTP} = 'IGNORE';
6467 local $SIG{PIPE} = 'IGNORE';
6469 my $oldAutoCommit = $FS::UID::AutoCommit;
6470 local $FS::UID::AutoCommit = 0;
6473 $self->select_for_update; #mutex
6475 foreach my $cust_bill ( $self->open_cust_bill ) {
6476 my $error = $cust_bill->apply_payments_and_credits(%options);
6478 $dbh->rollback if $oldAutoCommit;
6479 return "Error applying: $error";
6483 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6488 =item apply_credits OPTION => VALUE ...
6490 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
6491 to outstanding invoice balances in chronological order (or reverse
6492 chronological order if the I<order> option is set to B<newest>) and returns the
6493 value of any remaining unapplied credits available for refund (see
6494 L<FS::cust_refund>).
6496 Dies if there is an error.
6504 local $SIG{HUP} = 'IGNORE';
6505 local $SIG{INT} = 'IGNORE';
6506 local $SIG{QUIT} = 'IGNORE';
6507 local $SIG{TERM} = 'IGNORE';
6508 local $SIG{TSTP} = 'IGNORE';
6509 local $SIG{PIPE} = 'IGNORE';
6511 my $oldAutoCommit = $FS::UID::AutoCommit;
6512 local $FS::UID::AutoCommit = 0;
6515 $self->select_for_update; #mutex
6517 unless ( $self->total_unapplied_credits ) {
6518 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6522 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
6523 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
6525 my @invoices = $self->open_cust_bill;
6526 @invoices = sort { $b->_date <=> $a->_date } @invoices
6527 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
6529 if ( $conf->exists('pkg-balances') ) {
6530 # limit @credits to those w/ a pkgnum grepped from $self
6532 foreach my $i (@invoices) {
6533 foreach my $li ( $i->cust_bill_pkg ) {
6534 $pkgnums{$li->pkgnum} = 1;
6537 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
6542 foreach my $cust_bill ( @invoices ) {
6544 if ( !defined($credit) || $credit->credited == 0) {
6545 $credit = pop @credits or last;
6549 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
6550 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
6552 $owed = $cust_bill->owed;
6554 unless ( $owed > 0 ) {
6555 push @credits, $credit;
6559 my $amount = min( $credit->credited, $owed );
6561 my $cust_credit_bill = new FS::cust_credit_bill ( {
6562 'crednum' => $credit->crednum,
6563 'invnum' => $cust_bill->invnum,
6564 'amount' => $amount,
6566 $cust_credit_bill->pkgnum( $credit->pkgnum )
6567 if $conf->exists('pkg-balances') && $credit->pkgnum;
6568 my $error = $cust_credit_bill->insert;
6570 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6574 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6578 my $total_unapplied_credits = $self->total_unapplied_credits;
6580 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6582 return $total_unapplied_credits;
6585 =item apply_payments [ OPTION => VALUE ... ]
6587 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
6588 to outstanding invoice balances in chronological order.
6590 #and returns the value of any remaining unapplied payments.
6592 A hash of optional arguments may be passed. Currently "manual" is supported.
6593 If true, a payment receipt is sent instead of a statement when
6594 'payment_receipt_email' configuration option is set.
6596 Dies if there is an error.
6600 sub apply_payments {
6601 my( $self, %options ) = @_;
6603 local $SIG{HUP} = 'IGNORE';
6604 local $SIG{INT} = 'IGNORE';
6605 local $SIG{QUIT} = 'IGNORE';
6606 local $SIG{TERM} = 'IGNORE';
6607 local $SIG{TSTP} = 'IGNORE';
6608 local $SIG{PIPE} = 'IGNORE';
6610 my $oldAutoCommit = $FS::UID::AutoCommit;
6611 local $FS::UID::AutoCommit = 0;
6614 $self->select_for_update; #mutex
6618 my @payments = sort { $b->_date <=> $a->_date }
6619 grep { $_->unapplied > 0 }
6622 my @invoices = sort { $a->_date <=> $b->_date}
6623 grep { $_->owed > 0 }
6626 if ( $conf->exists('pkg-balances') ) {
6627 # limit @payments to those w/ a pkgnum grepped from $self
6629 foreach my $i (@invoices) {
6630 foreach my $li ( $i->cust_bill_pkg ) {
6631 $pkgnums{$li->pkgnum} = 1;
6634 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
6639 foreach my $cust_bill ( @invoices ) {
6641 if ( !defined($payment) || $payment->unapplied == 0 ) {
6642 $payment = pop @payments or last;
6646 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
6647 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
6649 $owed = $cust_bill->owed;
6651 unless ( $owed > 0 ) {
6652 push @payments, $payment;
6656 my $amount = min( $payment->unapplied, $owed );
6658 my $cust_bill_pay = new FS::cust_bill_pay ( {
6659 'paynum' => $payment->paynum,
6660 'invnum' => $cust_bill->invnum,
6661 'amount' => $amount,
6663 $cust_bill_pay->pkgnum( $payment->pkgnum )
6664 if $conf->exists('pkg-balances') && $payment->pkgnum;
6665 my $error = $cust_bill_pay->insert(%options);
6667 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6671 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
6675 my $total_unapplied_payments = $self->total_unapplied_payments;
6677 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6679 return $total_unapplied_payments;
6684 Returns the total owed for this customer on all invoices
6685 (see L<FS::cust_bill/owed>).
6691 $self->total_owed_date(2145859200); #12/31/2037
6694 =item total_owed_date TIME
6696 Returns the total owed for this customer on all invoices with date earlier than
6697 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6698 see L<Time::Local> and L<Date::Parse> for conversion functions.
6702 sub total_owed_date {
6706 # my $custnum = $self->custnum;
6708 # my $owed_sql = FS::cust_bill->owed_sql;
6711 # SELECT SUM($owed_sql) FROM cust_bill
6712 # WHERE custnum = $custnum
6713 # AND _date <= $time
6716 # my $sth = dbh->prepare($sql) or die dbh->errstr;
6717 # $sth->execute() or die $sth->errstr;
6719 # return sprintf( '%.2f', $sth->fetchrow_arrayref->[0] );
6722 foreach my $cust_bill (
6723 grep { $_->_date <= $time }
6724 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6726 $total_bill += $cust_bill->owed;
6728 sprintf( "%.2f", $total_bill );
6732 =item total_owed_pkgnum PKGNUM
6734 Returns the total owed on all invoices for this customer's specific package
6735 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
6739 sub total_owed_pkgnum {
6740 my( $self, $pkgnum ) = @_;
6741 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
6744 =item total_owed_date_pkgnum TIME PKGNUM
6746 Returns the total owed for this customer's specific package when using
6747 experimental package balances on all invoices with date earlier than
6748 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6749 see L<Time::Local> and L<Date::Parse> for conversion functions.
6753 sub total_owed_date_pkgnum {
6754 my( $self, $time, $pkgnum ) = @_;
6757 foreach my $cust_bill (
6758 grep { $_->_date <= $time }
6759 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6761 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6763 sprintf( "%.2f", $total_bill );
6769 Returns the total amount of all payments.
6776 $total += $_->paid foreach $self->cust_pay;
6777 sprintf( "%.2f", $total );
6780 =item total_unapplied_credits
6782 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6783 customer. See L<FS::cust_credit/credited>.
6785 =item total_credited
6787 Old name for total_unapplied_credits. Don't use.
6791 sub total_credited {
6792 #carp "total_credited deprecated, use total_unapplied_credits";
6793 shift->total_unapplied_credits(@_);
6796 sub total_unapplied_credits {
6798 my $total_credit = 0;
6799 $total_credit += $_->credited foreach $self->cust_credit;
6800 sprintf( "%.2f", $total_credit );
6803 =item total_unapplied_credits_pkgnum PKGNUM
6805 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6806 customer. See L<FS::cust_credit/credited>.
6810 sub total_unapplied_credits_pkgnum {
6811 my( $self, $pkgnum ) = @_;
6812 my $total_credit = 0;
6813 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6814 sprintf( "%.2f", $total_credit );
6818 =item total_unapplied_payments
6820 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6821 See L<FS::cust_pay/unapplied>.
6825 sub total_unapplied_payments {
6827 my $total_unapplied = 0;
6828 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6829 sprintf( "%.2f", $total_unapplied );
6832 =item total_unapplied_payments_pkgnum PKGNUM
6834 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6835 specific package when using experimental package balances. See
6836 L<FS::cust_pay/unapplied>.
6840 sub total_unapplied_payments_pkgnum {
6841 my( $self, $pkgnum ) = @_;
6842 my $total_unapplied = 0;
6843 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6844 sprintf( "%.2f", $total_unapplied );
6848 =item total_unapplied_refunds
6850 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6851 customer. See L<FS::cust_refund/unapplied>.
6855 sub total_unapplied_refunds {
6857 my $total_unapplied = 0;
6858 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6859 sprintf( "%.2f", $total_unapplied );
6864 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6865 total_unapplied_credits minus total_unapplied_payments).
6873 + $self->total_unapplied_refunds
6874 - $self->total_unapplied_credits
6875 - $self->total_unapplied_payments
6879 =item balance_date TIME
6881 Returns the balance for this customer, only considering invoices with date
6882 earlier than TIME (total_owed_date minus total_credited minus
6883 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6884 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6893 $self->total_owed_date($time)
6894 + $self->total_unapplied_refunds
6895 - $self->total_unapplied_credits
6896 - $self->total_unapplied_payments
6900 =item balance_date_range START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
6902 Returns the balance for this customer, only considering invoices with date
6903 earlier than START_TIME, and optionally not later than END_TIME
6904 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6906 Times are specified as SQL fragments or numeric
6907 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6908 L<Date::Parse> for conversion functions. The empty string can be passed
6909 to disable that time constraint completely.
6911 Available options are:
6915 =item unapplied_date
6917 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)
6923 sub balance_date_range {
6925 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6926 ') FROM cust_main WHERE custnum='. $self->custnum;
6927 sprintf( "%.2f", $self->scalar_sql($sql) );
6930 =item balance_pkgnum PKGNUM
6932 Returns the balance for this customer's specific package when using
6933 experimental package balances (total_owed plus total_unrefunded, minus
6934 total_unapplied_credits minus total_unapplied_payments)
6938 sub balance_pkgnum {
6939 my( $self, $pkgnum ) = @_;
6942 $self->total_owed_pkgnum($pkgnum)
6943 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6944 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6945 - $self->total_unapplied_credits_pkgnum($pkgnum)
6946 - $self->total_unapplied_payments_pkgnum($pkgnum)
6950 =item in_transit_payments
6952 Returns the total of requests for payments for this customer pending in
6953 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6957 sub in_transit_payments {
6959 my $in_transit_payments = 0;
6960 foreach my $pay_batch ( qsearch('pay_batch', {
6963 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6964 'batchnum' => $pay_batch->batchnum,
6965 'custnum' => $self->custnum,
6967 $in_transit_payments += $cust_pay_batch->amount;
6970 sprintf( "%.2f", $in_transit_payments );
6975 Returns a hash of useful information for making a payment.
6985 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6986 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6987 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6991 For credit card transactions:
7003 For electronic check transactions:
7018 $return{balance} = $self->balance;
7020 $return{payname} = $self->payname
7021 || ( $self->first. ' '. $self->get('last') );
7023 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
7025 $return{payby} = $self->payby;
7026 $return{stateid_state} = $self->stateid_state;
7028 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
7029 $return{card_type} = cardtype($self->payinfo);
7030 $return{payinfo} = $self->paymask;
7032 @return{'month', 'year'} = $self->paydate_monthyear;
7036 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
7037 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
7038 $return{payinfo1} = $payinfo1;
7039 $return{payinfo2} = $payinfo2;
7040 $return{paytype} = $self->paytype;
7041 $return{paystate} = $self->paystate;
7045 #doubleclick protection
7047 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
7053 =item paydate_monthyear
7055 Returns a two-element list consisting of the month and year of this customer's
7056 paydate (credit card expiration date for CARD customers)
7060 sub paydate_monthyear {
7062 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
7064 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
7071 =item tax_exemption TAXNAME
7076 my( $self, $taxname ) = @_;
7078 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
7079 'taxname' => $taxname,
7084 =item cust_main_exemption
7088 sub cust_main_exemption {
7090 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
7093 =item invoicing_list [ ARRAYREF ]
7095 If an arguement is given, sets these email addresses as invoice recipients
7096 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
7097 (except as warnings), so use check_invoicing_list first.
7099 Returns a list of email addresses (with svcnum entries expanded).
7101 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
7102 check it without disturbing anything by passing nothing.
7104 This interface may change in the future.
7108 sub invoicing_list {
7109 my( $self, $arrayref ) = @_;
7112 my @cust_main_invoice;
7113 if ( $self->custnum ) {
7114 @cust_main_invoice =
7115 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7117 @cust_main_invoice = ();
7119 foreach my $cust_main_invoice ( @cust_main_invoice ) {
7120 #warn $cust_main_invoice->destnum;
7121 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
7122 #warn $cust_main_invoice->destnum;
7123 my $error = $cust_main_invoice->delete;
7124 warn $error if $error;
7127 if ( $self->custnum ) {
7128 @cust_main_invoice =
7129 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7131 @cust_main_invoice = ();
7133 my %seen = map { $_->address => 1 } @cust_main_invoice;
7134 foreach my $address ( @{$arrayref} ) {
7135 next if exists $seen{$address} && $seen{$address};
7136 $seen{$address} = 1;
7137 my $cust_main_invoice = new FS::cust_main_invoice ( {
7138 'custnum' => $self->custnum,
7141 my $error = $cust_main_invoice->insert;
7142 warn $error if $error;
7146 if ( $self->custnum ) {
7148 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
7155 =item check_invoicing_list ARRAYREF
7157 Checks these arguements as valid input for the invoicing_list method. If there
7158 is an error, returns the error, otherwise returns false.
7162 sub check_invoicing_list {
7163 my( $self, $arrayref ) = @_;
7165 foreach my $address ( @$arrayref ) {
7167 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
7168 return 'Can\'t add FAX invoice destination with a blank FAX number.';
7171 my $cust_main_invoice = new FS::cust_main_invoice ( {
7172 'custnum' => $self->custnum,
7175 my $error = $self->custnum
7176 ? $cust_main_invoice->check
7177 : $cust_main_invoice->checkdest
7179 return $error if $error;
7183 return "Email address required"
7184 if $conf->exists('cust_main-require_invoicing_list_email')
7185 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
7190 =item set_default_invoicing_list
7192 Sets the invoicing list to all accounts associated with this customer,
7193 overwriting any previous invoicing list.
7197 sub set_default_invoicing_list {
7199 $self->invoicing_list($self->all_emails);
7204 Returns the email addresses of all accounts provisioned for this customer.
7211 foreach my $cust_pkg ( $self->all_pkgs ) {
7212 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
7214 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7215 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
7217 $list{$_}=1 foreach map { $_->email } @svc_acct;
7222 =item invoicing_list_addpost
7224 Adds postal invoicing to this customer. If this customer is already configured
7225 to receive postal invoices, does nothing.
7229 sub invoicing_list_addpost {
7231 return if grep { $_ eq 'POST' } $self->invoicing_list;
7232 my @invoicing_list = $self->invoicing_list;
7233 push @invoicing_list, 'POST';
7234 $self->invoicing_list(\@invoicing_list);
7237 =item invoicing_list_emailonly
7239 Returns the list of email invoice recipients (invoicing_list without non-email
7240 destinations such as POST and FAX).
7244 sub invoicing_list_emailonly {
7246 warn "$me invoicing_list_emailonly called"
7248 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
7251 =item invoicing_list_emailonly_scalar
7253 Returns the list of email invoice recipients (invoicing_list without non-email
7254 destinations such as POST and FAX) as a comma-separated scalar.
7258 sub invoicing_list_emailonly_scalar {
7260 warn "$me invoicing_list_emailonly_scalar called"
7262 join(', ', $self->invoicing_list_emailonly);
7265 =item referral_custnum_cust_main
7267 Returns the customer who referred this customer (or the empty string, if
7268 this customer was not referred).
7270 Note the difference with referral_cust_main method: This method,
7271 referral_custnum_cust_main returns the single customer (if any) who referred
7272 this customer, while referral_cust_main returns an array of customers referred
7277 sub referral_custnum_cust_main {
7279 return '' unless $self->referral_custnum;
7280 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7283 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
7285 Returns an array of customers referred by this customer (referral_custnum set
7286 to this custnum). If DEPTH is given, recurses up to the given depth, returning
7287 customers referred by customers referred by this customer and so on, inclusive.
7288 The default behavior is DEPTH 1 (no recursion).
7290 Note the difference with referral_custnum_cust_main method: This method,
7291 referral_cust_main, returns an array of customers referred BY this customer,
7292 while referral_custnum_cust_main returns the single customer (if any) who
7293 referred this customer.
7297 sub referral_cust_main {
7299 my $depth = @_ ? shift : 1;
7300 my $exclude = @_ ? shift : {};
7303 map { $exclude->{$_->custnum}++; $_; }
7304 grep { ! $exclude->{ $_->custnum } }
7305 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
7309 map { $_->referral_cust_main($depth-1, $exclude) }
7316 =item referral_cust_main_ncancelled
7318 Same as referral_cust_main, except only returns customers with uncancelled
7323 sub referral_cust_main_ncancelled {
7325 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
7328 =item referral_cust_pkg [ DEPTH ]
7330 Like referral_cust_main, except returns a flat list of all unsuspended (and
7331 uncancelled) packages for each customer. The number of items in this list may
7332 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
7336 sub referral_cust_pkg {
7338 my $depth = @_ ? shift : 1;
7340 map { $_->unsuspended_pkgs }
7341 grep { $_->unsuspended_pkgs }
7342 $self->referral_cust_main($depth);
7345 =item referring_cust_main
7347 Returns the single cust_main record for the customer who referred this customer
7348 (referral_custnum), or false.
7352 sub referring_cust_main {
7354 return '' unless $self->referral_custnum;
7355 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
7358 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
7360 Applies a credit to this customer. If there is an error, returns the error,
7361 otherwise returns false.
7363 REASON can be a text string, an FS::reason object, or a scalar reference to
7364 a reasonnum. If a text string, it will be automatically inserted as a new
7365 reason, and a 'reason_type' option must be passed to indicate the
7366 FS::reason_type for the new reason.
7368 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
7370 Any other options are passed to FS::cust_credit::insert.
7375 my( $self, $amount, $reason, %options ) = @_;
7377 my $cust_credit = new FS::cust_credit {
7378 'custnum' => $self->custnum,
7379 'amount' => $amount,
7382 if ( ref($reason) ) {
7384 if ( ref($reason) eq 'SCALAR' ) {
7385 $cust_credit->reasonnum( $$reason );
7387 $cust_credit->reasonnum( $reason->reasonnum );
7391 $cust_credit->set('reason', $reason)
7394 for (qw( addlinfo eventnum )) {
7395 $cust_credit->$_( delete $options{$_} )
7396 if exists($options{$_});
7399 $cust_credit->insert(%options);
7403 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
7406 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7407 time will be ignored. Note that START_TIME and END_TIME only limit the date
7408 range for invoices and I<unapplied> payments, credits, and refunds.
7411 Creates a one-time charge for this customer. If there is an error, returns
7412 the error, otherwise returns false.
7414 New-style, with a hashref of options:
7416 my $error = $cust_main->charge(
7420 'start_date' => str2time('7/4/2009'),
7421 'pkg' => 'Description',
7422 'comment' => 'Comment',
7423 'additional' => [], #extra invoice detail
7424 'classnum' => 1, #pkg_class
7426 'setuptax' => '', # or 'Y' for tax exempt
7429 'taxclass' => 'Tax class',
7432 'taxproduct' => 2, #part_pkg_taxproduct
7433 'override' => {}, #XXX describe
7435 #will be filled in with the new object
7436 'cust_pkg_ref' => \$cust_pkg,
7438 #generate an invoice immediately
7440 'invoice_terms' => '', #with these terms
7446 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
7452 my ( $amount, $quantity, $start_date, $classnum );
7453 my ( $pkg, $comment, $additional );
7454 my ( $setuptax, $taxclass ); #internal taxes
7455 my ( $taxproduct, $override ); #vendor (CCH) taxes
7456 my $cust_pkg_ref = '';
7457 my ( $bill_now, $invoice_terms ) = ( 0, '' );
7458 if ( ref( $_[0] ) ) {
7459 $amount = $_[0]->{amount};
7460 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
7461 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
7462 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
7463 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
7464 : '$'. sprintf("%.2f",$amount);
7465 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
7466 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
7467 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
7468 $additional = $_[0]->{additional} || [];
7469 $taxproduct = $_[0]->{taxproductnum};
7470 $override = { '' => $_[0]->{tax_override} };
7471 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
7472 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
7473 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
7478 $pkg = @_ ? shift : 'One-time charge';
7479 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
7481 $taxclass = @_ ? shift : '';
7485 local $SIG{HUP} = 'IGNORE';
7486 local $SIG{INT} = 'IGNORE';
7487 local $SIG{QUIT} = 'IGNORE';
7488 local $SIG{TERM} = 'IGNORE';
7489 local $SIG{TSTP} = 'IGNORE';
7490 local $SIG{PIPE} = 'IGNORE';
7492 my $oldAutoCommit = $FS::UID::AutoCommit;
7493 local $FS::UID::AutoCommit = 0;
7496 my $part_pkg = new FS::part_pkg ( {
7498 'comment' => $comment,
7502 'classnum' => $classnum ? $classnum : '',
7503 'setuptax' => $setuptax,
7504 'taxclass' => $taxclass,
7505 'taxproductnum' => $taxproduct,
7508 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
7509 ( 0 .. @$additional - 1 )
7511 'additional_count' => scalar(@$additional),
7512 'setup_fee' => $amount,
7515 my $error = $part_pkg->insert( options => \%options,
7516 tax_overrides => $override,
7519 $dbh->rollback if $oldAutoCommit;
7523 my $pkgpart = $part_pkg->pkgpart;
7524 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
7525 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
7526 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
7527 $error = $type_pkgs->insert;
7529 $dbh->rollback if $oldAutoCommit;
7534 my $cust_pkg = new FS::cust_pkg ( {
7535 'custnum' => $self->custnum,
7536 'pkgpart' => $pkgpart,
7537 'quantity' => $quantity,
7538 'start_date' => $start_date,
7541 $error = $cust_pkg->insert;
7543 $dbh->rollback if $oldAutoCommit;
7545 } elsif ( $cust_pkg_ref ) {
7546 ${$cust_pkg_ref} = $cust_pkg;
7550 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
7551 'pkg_list' => [ $cust_pkg ],
7554 $dbh->rollback if $oldAutoCommit;
7559 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
7564 #=item charge_postal_fee
7566 #Applies a one time charge this customer. If there is an error,
7567 #returns the error, returns the cust_pkg charge object or false
7568 #if there was no charge.
7572 # This should be a customer event. For that to work requires that bill
7573 # also be a customer event.
7575 sub charge_postal_fee {
7578 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
7579 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
7581 my $cust_pkg = new FS::cust_pkg ( {
7582 'custnum' => $self->custnum,
7583 'pkgpart' => $pkgpart,
7587 my $error = $cust_pkg->insert;
7588 $error ? $error : $cust_pkg;
7593 Returns all the invoices (see L<FS::cust_bill>) for this customer.
7599 map { $_ } #return $self->num_cust_bill unless wantarray;
7600 sort { $a->_date <=> $b->_date }
7601 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
7604 =item open_cust_bill
7606 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
7611 sub open_cust_bill {
7615 'table' => 'cust_bill',
7616 'hashref' => { 'custnum' => $self->custnum, },
7617 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
7618 'order_by' => 'ORDER BY _date ASC',
7623 =item cust_statements
7625 Returns all the statements (see L<FS::cust_statement>) for this customer.
7629 sub cust_statement {
7631 map { $_ } #return $self->num_cust_statement unless wantarray;
7632 sort { $a->_date <=> $b->_date }
7633 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
7638 Returns all the credits (see L<FS::cust_credit>) for this customer.
7644 map { $_ } #return $self->num_cust_credit unless wantarray;
7645 sort { $a->_date <=> $b->_date }
7646 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
7649 =item cust_credit_pkgnum
7651 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
7652 package when using experimental package balances.
7656 sub cust_credit_pkgnum {
7657 my( $self, $pkgnum ) = @_;
7658 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
7659 sort { $a->_date <=> $b->_date }
7660 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
7661 'pkgnum' => $pkgnum,
7668 Returns all the payments (see L<FS::cust_pay>) for this customer.
7674 return $self->num_cust_pay unless wantarray;
7675 sort { $a->_date <=> $b->_date }
7676 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
7681 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
7682 called automatically when the cust_pay method is used in a scalar context.
7688 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
7689 my $sth = dbh->prepare($sql) or die dbh->errstr;
7690 $sth->execute($self->custnum) or die $sth->errstr;
7691 $sth->fetchrow_arrayref->[0];
7694 =item cust_pay_pkgnum
7696 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
7697 package when using experimental package balances.
7701 sub cust_pay_pkgnum {
7702 my( $self, $pkgnum ) = @_;
7703 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
7704 sort { $a->_date <=> $b->_date }
7705 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
7706 'pkgnum' => $pkgnum,
7713 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
7719 map { $_ } #return $self->num_cust_pay_void unless wantarray;
7720 sort { $a->_date <=> $b->_date }
7721 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
7724 =item cust_pay_batch
7726 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
7730 sub cust_pay_batch {
7732 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
7733 sort { $a->paybatchnum <=> $b->paybatchnum }
7734 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
7737 =item cust_pay_pending
7739 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
7740 (without status "done").
7744 sub cust_pay_pending {
7746 return $self->num_cust_pay_pending unless wantarray;
7747 sort { $a->_date <=> $b->_date }
7748 qsearch( 'cust_pay_pending', {
7749 'custnum' => $self->custnum,
7750 'status' => { op=>'!=', value=>'done' },
7755 =item num_cust_pay_pending
7757 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7758 customer (without status "done"). Also called automatically when the
7759 cust_pay_pending method is used in a scalar context.
7763 sub num_cust_pay_pending {
7765 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7766 " WHERE custnum = ? AND status != 'done' ";
7767 my $sth = dbh->prepare($sql) or die dbh->errstr;
7768 $sth->execute($self->custnum) or die $sth->errstr;
7769 $sth->fetchrow_arrayref->[0];
7774 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7780 map { $_ } #return $self->num_cust_refund unless wantarray;
7781 sort { $a->_date <=> $b->_date }
7782 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7785 =item display_custnum
7787 Returns the displayed customer number for this customer: agent_custid if
7788 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7792 sub display_custnum {
7794 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7795 return $self->agent_custid;
7797 return $self->custnum;
7803 Returns a name string for this customer, either "Company (Last, First)" or
7810 my $name = $self->contact;
7811 $name = $self->company. " ($name)" if $self->company;
7817 Returns a name string for this (service/shipping) contact, either
7818 "Company (Last, First)" or "Last, First".
7824 if ( $self->get('ship_last') ) {
7825 my $name = $self->ship_contact;
7826 $name = $self->ship_company. " ($name)" if $self->ship_company;
7835 Returns a name string for this customer, either "Company" or "First Last".
7841 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7844 =item ship_name_short
7846 Returns a name string for this (service/shipping) contact, either "Company"
7851 sub ship_name_short {
7853 if ( $self->get('ship_last') ) {
7854 $self->ship_company !~ /^\s*$/
7855 ? $self->ship_company
7856 : $self->ship_contact_firstlast;
7858 $self->name_company_or_firstlast;
7864 Returns this customer's full (billing) contact name only, "Last, First"
7870 $self->get('last'). ', '. $self->first;
7875 Returns this customer's full (shipping) contact name only, "Last, First"
7881 $self->get('ship_last')
7882 ? $self->get('ship_last'). ', '. $self->ship_first
7886 =item contact_firstlast
7888 Returns this customers full (billing) contact name only, "First Last".
7892 sub contact_firstlast {
7894 $self->first. ' '. $self->get('last');
7897 =item ship_contact_firstlast
7899 Returns this customer's full (shipping) contact name only, "First Last".
7903 sub ship_contact_firstlast {
7905 $self->get('ship_last')
7906 ? $self->first. ' '. $self->get('ship_last')
7907 : $self->contact_firstlast;
7912 Returns this customer's full country name
7918 code2country($self->country);
7921 =item geocode DATA_VENDOR
7923 Returns a value for the customer location as encoded by DATA_VENDOR.
7924 Currently this only makes sense for "CCH" as DATA_VENDOR.
7929 my ($self, $data_vendor) = (shift, shift); #always cch for now
7931 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7932 return $geocode if $geocode;
7934 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7938 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7939 if $self->country eq 'US';
7943 #CCH specific location stuff
7944 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7946 my @cust_tax_location =
7948 'table' => 'cust_tax_location',
7949 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7950 'extra_sql' => $extra_sql,
7951 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7954 $geocode = $cust_tax_location[0]->geocode
7955 if scalar(@cust_tax_location);
7964 Returns a status string for this customer, currently:
7968 =item prospect - No packages have ever been ordered
7970 =item active - One or more recurring packages is active
7972 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7974 =item suspended - All non-cancelled recurring packages are suspended
7976 =item cancelled - All recurring packages are cancelled
7982 sub status { shift->cust_status(@_); }
7986 for my $status (qw( prospect active inactive suspended cancelled )) {
7987 my $method = $status.'_sql';
7988 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7989 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7990 $sth->execute( ($self->custnum) x $numnum )
7991 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7992 return $status if $sth->fetchrow_arrayref->[0];
7996 =item ucfirst_cust_status
7998 =item ucfirst_status
8000 Returns the status with the first character capitalized.
8004 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
8006 sub ucfirst_cust_status {
8008 ucfirst($self->cust_status);
8013 Returns a hex triplet color string for this customer's status.
8017 use vars qw(%statuscolor);
8018 tie %statuscolor, 'Tie::IxHash',
8019 'prospect' => '7e0079', #'000000', #black? naw, purple
8020 'active' => '00CC00', #green
8021 'inactive' => '0000CC', #blue
8022 'suspended' => 'FF9900', #yellow
8023 'cancelled' => 'FF0000', #red
8026 sub statuscolor { shift->cust_statuscolor(@_); }
8028 sub cust_statuscolor {
8030 $statuscolor{$self->cust_status};
8035 Returns an array of hashes representing the customer's RT tickets.
8042 my $num = $conf->config('cust_main-max_tickets') || 10;
8045 if ( $conf->config('ticket_system') ) {
8046 unless ( $conf->config('ticket_system-custom_priority_field') ) {
8048 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
8052 foreach my $priority (
8053 $conf->config('ticket_system-custom_priority_field-values'), ''
8055 last if scalar(@tickets) >= $num;
8057 @{ FS::TicketSystem->customer_tickets( $self->custnum,
8058 $num - scalar(@tickets),
8068 # Return services representing svc_accts in customer support packages
8069 sub support_services {
8071 my %packages = map { $_ => 1 } $conf->config('support_packages');
8073 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
8074 grep { $_->part_svc->svcdb eq 'svc_acct' }
8075 map { $_->cust_svc }
8076 grep { exists $packages{ $_->pkgpart } }
8077 $self->ncancelled_pkgs;
8081 # Return a list of latitude/longitude for one of the services (if any)
8082 sub service_coordinates {
8086 grep { $_->latitude && $_->longitude }
8088 map { $_->cust_svc }
8089 $self->ncancelled_pkgs;
8091 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
8096 =head1 CLASS METHODS
8102 Class method that returns the list of possible status strings for customers
8103 (see L<the status method|/status>). For example:
8105 @statuses = FS::cust_main->statuses();
8110 #my $self = shift; #could be class...
8116 Returns an SQL expression identifying prospective cust_main records (customers
8117 with no packages ever ordered)
8121 use vars qw($select_count_pkgs);
8122 $select_count_pkgs =
8123 "SELECT COUNT(*) FROM cust_pkg
8124 WHERE cust_pkg.custnum = cust_main.custnum";
8126 sub select_count_pkgs_sql {
8130 sub prospect_sql { "
8131 0 = ( $select_count_pkgs )
8136 Returns an SQL expression identifying active cust_main records (customers with
8137 active recurring packages).
8142 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
8148 Returns an SQL expression identifying inactive cust_main records (customers with
8149 no active recurring packages, but otherwise unsuspended/uncancelled).
8153 sub inactive_sql { "
8154 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8156 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8162 Returns an SQL expression identifying suspended cust_main records.
8167 sub suspended_sql { susp_sql(@_); }
8169 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
8171 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
8177 Returns an SQL expression identifying cancelled cust_main records.
8181 sub cancelled_sql { cancel_sql(@_); }
8184 my $recurring_sql = FS::cust_pkg->recurring_sql;
8185 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
8188 0 < ( $select_count_pkgs )
8189 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
8190 AND 0 = ( $select_count_pkgs AND $recurring_sql
8191 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
8193 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
8199 =item uncancelled_sql
8201 Returns an SQL expression identifying un-cancelled cust_main records.
8205 sub uncancelled_sql { uncancel_sql(@_); }
8206 sub uncancel_sql { "
8207 ( 0 < ( $select_count_pkgs
8208 AND ( cust_pkg.cancel IS NULL
8209 OR cust_pkg.cancel = 0
8212 OR 0 = ( $select_count_pkgs )
8218 Returns an SQL fragment to retreive the balance.
8223 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
8224 WHERE cust_bill.custnum = cust_main.custnum )
8225 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
8226 WHERE cust_pay.custnum = cust_main.custnum )
8227 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
8228 WHERE cust_credit.custnum = cust_main.custnum )
8229 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
8230 WHERE cust_refund.custnum = cust_main.custnum )
8233 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8235 Returns an SQL fragment to retreive the balance for this customer, only
8236 considering invoices with date earlier than START_TIME, and optionally not
8237 later than END_TIME (total_owed_date minus total_unapplied_credits minus
8238 total_unapplied_payments).
8240 Times are specified as SQL fragments or numeric
8241 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8242 L<Date::Parse> for conversion functions. The empty string can be passed
8243 to disable that time constraint completely.
8245 Available options are:
8249 =item unapplied_date
8251 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)
8256 set to true to remove all customer comparison clauses, for totals
8261 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
8266 JOIN clause (typically used with the total option)
8272 sub balance_date_sql {
8273 my( $class, $start, $end, %opt ) = @_;
8275 my $cutoff = $opt{'cutoff'};
8277 my $owed = FS::cust_bill->owed_sql($cutoff);
8278 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
8279 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
8280 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8282 my $j = $opt{'join'} || '';
8284 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
8285 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
8286 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
8287 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
8289 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
8290 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
8291 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
8292 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
8297 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
8299 Returns an SQL fragment to retreive the total unapplied payments for this
8300 customer, only considering invoices with date earlier than START_TIME, and
8301 optionally not later than END_TIME.
8303 Times are specified as SQL fragments or numeric
8304 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
8305 L<Date::Parse> for conversion functions. The empty string can be passed
8306 to disable that time constraint completely.
8308 Available options are:
8312 sub unapplied_payments_date_sql {
8313 my( $class, $start, $end, %opt ) = @_;
8315 my $cutoff = $opt{'cutoff'};
8317 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
8319 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
8320 'unapplied_date'=>1 );
8322 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
8325 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
8327 Helper method for balance_date_sql; name (and usage) subject to change
8328 (suggestions welcome).
8330 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
8331 cust_refund, cust_credit or cust_pay).
8333 If TABLE is "cust_bill" or the unapplied_date option is true, only
8334 considers records with date earlier than START_TIME, and optionally not
8335 later than END_TIME .
8339 sub _money_table_where {
8340 my( $class, $table, $start, $end, %opt ) = @_;
8343 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
8344 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
8345 push @where, "$table._date <= $start" if defined($start) && length($start);
8346 push @where, "$table._date > $end" if defined($end) && length($end);
8348 push @where, @{$opt{'where'}} if $opt{'where'};
8349 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
8355 =item search HASHREF
8359 Returns a qsearch hash expression to search for parameters specified in
8360 HASHREF. Valid parameters are
8368 =item cancelled_pkgs
8374 listref of start date, end date
8384 =item current_balance
8386 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
8390 =item flattened_pkgs
8399 my ($class, $params) = @_;
8410 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
8412 "cust_main.agentnum = $1";
8419 #prospect active inactive suspended cancelled
8420 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
8421 my $method = $params->{'status'}. '_sql';
8422 #push @where, $class->$method();
8423 push @where, FS::cust_main->$method();
8427 # parse cancelled package checkbox
8432 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
8433 unless $params->{'cancelled_pkgs'};
8436 # parse without census tract checkbox
8439 push @where, "(censustract = '' or censustract is null)"
8440 if $params->{'no_censustract'};
8446 foreach my $field (qw( signupdate )) {
8448 next unless exists($params->{$field});
8450 my($beginning, $ending) = @{$params->{$field}};
8453 "cust_main.$field IS NOT NULL",
8454 "cust_main.$field >= $beginning",
8455 "cust_main.$field <= $ending";
8457 $orderby ||= "ORDER BY cust_main.$field";
8465 if ( $params->{'payby'} ) {
8467 my @payby = ref( $params->{'payby'} )
8468 ? @{ $params->{'payby'} }
8469 : ( $params->{'payby'} );
8471 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8473 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
8478 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
8480 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
8484 # paydate_year / paydate_month
8487 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
8489 $params->{'paydate_month'} =~ /^(\d\d?)$/
8490 or die "paydate_year without paydate_month?";
8494 'paydate IS NOT NULL',
8496 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
8504 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
8506 if ( $1 eq 'NULL' ) {
8508 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
8511 "cust_main.invoice_terms IS NOT NULL",
8512 "cust_main.invoice_terms = '$1'";
8520 if ( $params->{'current_balance'} ) {
8522 #my $balance_sql = $class->balance_sql();
8523 my $balance_sql = FS::cust_main->balance_sql();
8525 my @current_balance =
8526 ref( $params->{'current_balance'} )
8527 ? @{ $params->{'current_balance'} }
8528 : ( $params->{'current_balance'} );
8530 push @where, map { s/current_balance/$balance_sql/; $_ }
8539 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
8541 "cust_main.custbatch = '$1'";
8545 # setup queries, subs, etc. for the search
8548 $orderby ||= 'ORDER BY custnum';
8550 # here is the agent virtualization
8551 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
8553 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
8555 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
8557 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
8559 my $select = join(', ',
8560 'cust_main.custnum',
8561 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
8564 my(@extra_headers) = ();
8565 my(@extra_fields) = ();
8567 if ($params->{'flattened_pkgs'}) {
8569 if ($dbh->{Driver}->{Name} eq 'Pg') {
8571 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
8573 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
8574 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
8575 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
8577 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
8578 "omitting packing information from report.";
8581 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";
8583 my $sth = dbh->prepare($header_query) or die dbh->errstr;
8584 $sth->execute() or die $sth->errstr;
8585 my $headerrow = $sth->fetchrow_arrayref;
8586 my $headercount = $headerrow ? $headerrow->[0] : 0;
8587 while($headercount) {
8588 unshift @extra_headers, "Package ". $headercount;
8589 unshift @extra_fields, eval q!sub {my $c = shift;
8590 my @a = split '\|', $c->magic;
8591 my $p = $a[!.--$headercount. q!];
8599 'table' => 'cust_main',
8600 'select' => $select,
8602 'extra_sql' => $extra_sql,
8603 'order_by' => $orderby,
8604 'count_query' => $count_query,
8605 'extra_headers' => \@extra_headers,
8606 'extra_fields' => \@extra_fields,
8611 =item email_search_result HASHREF
8615 Emails a notice to the specified customers.
8617 Valid parameters are those of the L<search> method, plus the following:
8639 Optional job queue job for status updates.
8643 Returns an error message, or false for success.
8645 If an error occurs during any email, stops the enture send and returns that
8646 error. Presumably if you're getting SMTP errors aborting is better than
8647 retrying everything.
8651 sub email_search_result {
8652 my($class, $params) = @_;
8654 my $from = delete $params->{from};
8655 my $subject = delete $params->{subject};
8656 my $html_body = delete $params->{html_body};
8657 my $text_body = delete $params->{text_body};
8659 my $job = delete $params->{'job'};
8661 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
8662 unless ref($params->{'payby'});
8664 my $sql_query = $class->search($params);
8666 my $count_query = delete($sql_query->{'count_query'});
8667 my $count_sth = dbh->prepare($count_query)
8668 or die "Error preparing $count_query: ". dbh->errstr;
8670 or die "Error executing $count_query: ". $count_sth->errstr;
8671 my $count_arrayref = $count_sth->fetchrow_arrayref;
8672 my $num_cust = $count_arrayref->[0];
8674 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
8675 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
8678 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
8680 #eventually order+limit magic to reduce memory use?
8681 foreach my $cust_main ( qsearch($sql_query) ) {
8683 my $to = $cust_main->invoicing_list_emailonly_scalar;
8686 my $error = send_email(
8690 'subject' => $subject,
8691 'html_body' => $html_body,
8692 'text_body' => $text_body,
8695 return $error if $error;
8697 if ( $job ) { #progressbar foo
8699 if ( time - $min_sec > $last ) {
8700 my $error = $job->update_statustext(
8701 int( 100 * $num / $num_cust )
8703 die $error if $error;
8713 use Storable qw(thaw);
8716 sub process_email_search_result {
8718 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8720 my $param = thaw(decode_base64(shift));
8721 warn Dumper($param) if $DEBUG;
8723 $param->{'job'} = $job;
8725 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8726 unless ref($param->{'payby'});
8728 my $error = FS::cust_main->email_search_result( $param );
8729 die $error if $error;
8733 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8735 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8736 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8737 specified (the appropriate ship_ field is also searched).
8739 Additional options are the same as FS::Record::qsearch
8744 my( $self, $fuzzy, $hash, @opt) = @_;
8749 check_and_rebuild_fuzzyfiles();
8750 foreach my $field ( keys %$fuzzy ) {
8752 my $all = $self->all_X($field);
8753 next unless scalar(@$all);
8756 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8759 foreach ( keys %match ) {
8760 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8761 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8764 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8767 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8769 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8777 Returns a masked version of the named field
8782 my ($self,$field) = @_;
8786 'x'x(length($self->getfield($field))-4).
8787 substr($self->getfield($field), (length($self->getfield($field))-4));
8797 =item smart_search OPTION => VALUE ...
8799 Accepts the following options: I<search>, the string to search for. The string
8800 will be searched for as a customer number, phone number, name or company name,
8801 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8802 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8803 skip fuzzy matching when an exact match is found.
8805 Any additional options are treated as an additional qualifier on the search
8808 Returns a (possibly empty) array of FS::cust_main objects.
8815 #here is the agent virtualization
8816 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8820 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8821 my $search = delete $options{'search'};
8822 ( my $alphanum_search = $search ) =~ s/\W//g;
8824 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8826 #false laziness w/Record::ut_phone
8827 my $phonen = "$1-$2-$3";
8828 $phonen .= " x$4" if $4;
8830 push @cust_main, qsearch( {
8831 'table' => 'cust_main',
8832 'hashref' => { %options },
8833 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8835 join(' OR ', map "$_ = '$phonen'",
8836 qw( daytime night fax
8837 ship_daytime ship_night ship_fax )
8840 " AND $agentnums_sql", #agent virtualization
8843 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8844 #try looking for matches with extensions unless one was specified
8846 push @cust_main, qsearch( {
8847 'table' => 'cust_main',
8848 'hashref' => { %options },
8849 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8851 join(' OR ', map "$_ LIKE '$phonen\%'",
8853 ship_daytime ship_night )
8856 " AND $agentnums_sql", #agent virtualization
8861 # custnum search (also try agent_custid), with some tweaking options if your
8862 # legacy cust "numbers" have letters
8865 if ( $search =~ /^\s*(\d+)\s*$/
8866 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8867 && $search =~ /^\s*(\w\w?\d+)\s*$/
8869 || ( $conf->exists('address1-search' )
8870 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8877 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8878 push @cust_main, qsearch( {
8879 'table' => 'cust_main',
8880 'hashref' => { 'custnum' => $num, %options },
8881 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8885 push @cust_main, qsearch( {
8886 'table' => 'cust_main',
8887 'hashref' => { 'agent_custid' => $num, %options },
8888 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8891 if ( $conf->exists('address1-search') ) {
8892 my $len = length($num);
8894 foreach my $prefix ( '', 'ship_' ) {
8895 push @cust_main, qsearch( {
8896 'table' => 'cust_main',
8897 'hashref' => { %options, },
8899 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8900 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8901 " AND $agentnums_sql",
8906 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8908 my($company, $last, $first) = ( $1, $2, $3 );
8910 # "Company (Last, First)"
8911 #this is probably something a browser remembered,
8912 #so just do an exact search (but case-insensitive, so USPS standardization
8913 #doesn't throw a wrench in the works)
8915 foreach my $prefix ( '', 'ship_' ) {
8916 push @cust_main, qsearch( {
8917 'table' => 'cust_main',
8918 'hashref' => { %options },
8920 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8922 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8923 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8924 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8930 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8931 # try (ship_){last,company}
8935 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8936 # # full strings the browser remembers won't work
8937 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8939 use Lingua::EN::NameParse;
8940 my $NameParse = new Lingua::EN::NameParse(
8942 allow_reversed => 1,
8945 my($last, $first) = ( '', '' );
8946 #maybe disable this too and just rely on NameParse?
8947 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8949 ($last, $first) = ( $1, $2 );
8951 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8952 } elsif ( ! $NameParse->parse($value) ) {
8954 my %name = $NameParse->components;
8955 $first = $name{'given_name_1'};
8956 $last = $name{'surname_1'};
8960 if ( $first && $last ) {
8962 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8965 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8967 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8968 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8971 push @cust_main, qsearch( {
8972 'table' => 'cust_main',
8973 'hashref' => \%options,
8974 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8977 # or it just be something that was typed in... (try that in a sec)
8981 my $q_value = dbh->quote($value);
8984 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8985 $sql .= " ( LOWER(last) = $q_value
8986 OR LOWER(company) = $q_value
8987 OR LOWER(ship_last) = $q_value
8988 OR LOWER(ship_company) = $q_value
8990 $sql .= " OR LOWER(address1) = $q_value
8991 OR LOWER(ship_address1) = $q_value
8993 if $conf->exists('address1-search');
8996 push @cust_main, qsearch( {
8997 'table' => 'cust_main',
8998 'hashref' => \%options,
8999 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
9002 #no exact match, trying substring/fuzzy
9003 #always do substring & fuzzy (unless they're explicity config'ed off)
9004 #getting complaints searches are not returning enough
9005 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
9007 #still some false laziness w/search (was search/cust_main.cgi)
9012 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
9013 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
9016 if ( $first && $last ) {
9019 { 'first' => { op=>'ILIKE', value=>"%$first%" },
9020 'last' => { op=>'ILIKE', value=>"%$last%" },
9022 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
9023 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
9030 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
9031 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
9035 if ( $conf->exists('address1-search') ) {
9037 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
9038 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
9042 foreach my $hashref ( @hashrefs ) {
9044 push @cust_main, qsearch( {
9045 'table' => 'cust_main',
9046 'hashref' => { %$hashref,
9049 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
9058 " AND $agentnums_sql", #extra_sql #agent virtualization
9061 if ( $first && $last ) {
9062 push @cust_main, FS::cust_main->fuzzy_search(
9063 { 'last' => $last, #fuzzy hashref
9064 'first' => $first }, #
9068 foreach my $field ( 'last', 'company' ) {
9070 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
9072 if ( $conf->exists('address1-search') ) {
9074 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
9081 #eliminate duplicates
9083 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9091 Accepts the following options: I<email>, the email address to search for. The
9092 email address will be searched for as an email invoice destination and as an
9095 #Any additional options are treated as an additional qualifier on the search
9096 #(i.e. I<agentnum>).
9098 Returns a (possibly empty) array of FS::cust_main objects (but usually just
9108 my $email = delete $options{'email'};
9110 #we're only being used by RT at the moment... no agent virtualization yet
9111 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
9115 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
9117 my ( $user, $domain ) = ( $1, $2 );
9119 warn "$me smart_search: searching for $user in domain $domain"
9125 'table' => 'cust_main_invoice',
9126 'hashref' => { 'dest' => $email },
9133 map $_->cust_svc->cust_pkg,
9135 'table' => 'svc_acct',
9136 'hashref' => { 'username' => $user, },
9138 'AND ( SELECT domain FROM svc_domain
9139 WHERE svc_acct.domsvc = svc_domain.svcnum
9140 ) = '. dbh->quote($domain),
9146 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
9148 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
9155 =item check_and_rebuild_fuzzyfiles
9159 sub check_and_rebuild_fuzzyfiles {
9160 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9161 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
9164 =item rebuild_fuzzyfiles
9168 sub rebuild_fuzzyfiles {
9170 use Fcntl qw(:flock);
9172 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9173 mkdir $dir, 0700 unless -d $dir;
9175 foreach my $fuzzy ( @fuzzyfields ) {
9177 open(LOCK,">>$dir/cust_main.$fuzzy")
9178 or die "can't open $dir/cust_main.$fuzzy: $!";
9180 or die "can't lock $dir/cust_main.$fuzzy: $!";
9182 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
9183 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
9185 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
9186 my $sth = dbh->prepare("SELECT $field FROM cust_main".
9187 " WHERE $field != '' AND $field IS NOT NULL");
9188 $sth->execute or die $sth->errstr;
9190 while ( my $row = $sth->fetchrow_arrayref ) {
9191 print CACHE $row->[0]. "\n";
9196 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
9198 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
9209 my( $self, $field ) = @_;
9210 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9211 open(CACHE,"<$dir/cust_main.$field")
9212 or die "can't open $dir/cust_main.$field: $!";
9213 my @array = map { chomp; $_; } <CACHE>;
9218 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
9222 sub append_fuzzyfiles {
9223 #my( $first, $last, $company ) = @_;
9225 &check_and_rebuild_fuzzyfiles;
9227 use Fcntl qw(:flock);
9229 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
9231 foreach my $field (@fuzzyfields) {
9236 open(CACHE,">>$dir/cust_main.$field")
9237 or die "can't open $dir/cust_main.$field: $!";
9238 flock(CACHE,LOCK_EX)
9239 or die "can't lock $dir/cust_main.$field: $!";
9241 print CACHE "$value\n";
9243 flock(CACHE,LOCK_UN)
9244 or die "can't unlock $dir/cust_main.$field: $!";
9259 #warn join('-',keys %$param);
9260 my $fh = $param->{filehandle};
9261 my @fields = @{$param->{fields}};
9263 eval "use Text::CSV_XS;";
9266 my $csv = new Text::CSV_XS;
9273 local $SIG{HUP} = 'IGNORE';
9274 local $SIG{INT} = 'IGNORE';
9275 local $SIG{QUIT} = 'IGNORE';
9276 local $SIG{TERM} = 'IGNORE';
9277 local $SIG{TSTP} = 'IGNORE';
9278 local $SIG{PIPE} = 'IGNORE';
9280 my $oldAutoCommit = $FS::UID::AutoCommit;
9281 local $FS::UID::AutoCommit = 0;
9284 #while ( $columns = $csv->getline($fh) ) {
9286 while ( defined($line=<$fh>) ) {
9288 $csv->parse($line) or do {
9289 $dbh->rollback if $oldAutoCommit;
9290 return "can't parse: ". $csv->error_input();
9293 my @columns = $csv->fields();
9294 #warn join('-',@columns);
9297 foreach my $field ( @fields ) {
9298 $row{$field} = shift @columns;
9301 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
9302 unless ( $cust_main ) {
9303 $dbh->rollback if $oldAutoCommit;
9304 return "unknown custnum $row{'custnum'}";
9307 if ( $row{'amount'} > 0 ) {
9308 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
9310 $dbh->rollback if $oldAutoCommit;
9314 } elsif ( $row{'amount'} < 0 ) {
9315 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
9318 $dbh->rollback if $oldAutoCommit;
9328 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
9330 return "Empty file!" unless $imported;
9336 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9338 Sends a templated email notification to the customer (see L<Text::Template>).
9340 OPTIONS is a hash and may include
9342 I<from> - the email sender (default is invoice_from)
9344 I<to> - comma-separated scalar or arrayref of recipients
9345 (default is invoicing_list)
9347 I<subject> - The subject line of the sent email notification
9348 (default is "Notice from company_name")
9350 I<extra_fields> - a hashref of name/value pairs which will be substituted
9353 The following variables are vavailable in the template.
9355 I<$first> - the customer first name
9356 I<$last> - the customer last name
9357 I<$company> - the customer company
9358 I<$payby> - a description of the method of payment for the customer
9359 # would be nice to use FS::payby::shortname
9360 I<$payinfo> - the account information used to collect for this customer
9361 I<$expdate> - the expiration of the customer payment in seconds from epoch
9366 my ($self, $template, %options) = @_;
9368 return unless $conf->exists($template);
9370 my $from = $conf->config('invoice_from', $self->agentnum)
9371 if $conf->exists('invoice_from', $self->agentnum);
9372 $from = $options{from} if exists($options{from});
9374 my $to = join(',', $self->invoicing_list_emailonly);
9375 $to = $options{to} if exists($options{to});
9377 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
9378 if $conf->exists('company_name', $self->agentnum);
9379 $subject = $options{subject} if exists($options{subject});
9381 my $notify_template = new Text::Template (TYPE => 'ARRAY',
9382 SOURCE => [ map "$_\n",
9383 $conf->config($template)]
9385 or die "can't create new Text::Template object: Text::Template::ERROR";
9386 $notify_template->compile()
9387 or die "can't compile template: Text::Template::ERROR";
9389 $FS::notify_template::_template::company_name =
9390 $conf->config('company_name', $self->agentnum);
9391 $FS::notify_template::_template::company_address =
9392 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
9394 my $paydate = $self->paydate || '2037-12-31';
9395 $FS::notify_template::_template::first = $self->first;
9396 $FS::notify_template::_template::last = $self->last;
9397 $FS::notify_template::_template::company = $self->company;
9398 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
9399 my $payby = $self->payby;
9400 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9401 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9403 #credit cards expire at the end of the month/year of their exp date
9404 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9405 $FS::notify_template::_template::payby = 'credit card';
9406 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9407 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9409 }elsif ($payby eq 'COMP') {
9410 $FS::notify_template::_template::payby = 'complimentary account';
9412 $FS::notify_template::_template::payby = 'current method';
9414 $FS::notify_template::_template::expdate = $expire_time;
9416 for (keys %{$options{extra_fields}}){
9418 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
9421 send_email(from => $from,
9423 subject => $subject,
9424 body => $notify_template->fill_in( PACKAGE =>
9425 'FS::notify_template::_template' ),
9430 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
9432 Generates a templated notification to the customer (see L<Text::Template>).
9434 OPTIONS is a hash and may include
9436 I<extra_fields> - a hashref of name/value pairs which will be substituted
9437 into the template. These values may override values mentioned below
9438 and those from the customer record.
9440 The following variables are available in the template instead of or in addition
9441 to the fields of the customer record.
9443 I<$payby> - a description of the method of payment for the customer
9444 # would be nice to use FS::payby::shortname
9445 I<$payinfo> - the masked account information used to collect for this customer
9446 I<$expdate> - the expiration of the customer payment method in seconds from epoch
9447 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
9451 sub generate_letter {
9452 my ($self, $template, %options) = @_;
9454 return unless $conf->exists($template);
9456 my $letter_template = new Text::Template
9458 SOURCE => [ map "$_\n", $conf->config($template)],
9459 DELIMITERS => [ '[@--', '--@]' ],
9461 or die "can't create new Text::Template object: Text::Template::ERROR";
9463 $letter_template->compile()
9464 or die "can't compile template: Text::Template::ERROR";
9466 my %letter_data = map { $_ => $self->$_ } $self->fields;
9467 $letter_data{payinfo} = $self->mask_payinfo;
9469 #my $paydate = $self->paydate || '2037-12-31';
9470 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
9472 my $payby = $self->payby;
9473 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
9474 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
9476 #credit cards expire at the end of the month/year of their exp date
9477 if ($payby eq 'CARD' || $payby eq 'DCRD') {
9478 $letter_data{payby} = 'credit card';
9479 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
9480 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
9482 }elsif ($payby eq 'COMP') {
9483 $letter_data{payby} = 'complimentary account';
9485 $letter_data{payby} = 'current method';
9487 $letter_data{expdate} = $expire_time;
9489 for (keys %{$options{extra_fields}}){
9490 $letter_data{$_} = $options{extra_fields}->{$_};
9493 unless(exists($letter_data{returnaddress})){
9494 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
9495 $self->agent_template)
9497 if ( length($retadd) ) {
9498 $letter_data{returnaddress} = $retadd;
9499 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
9500 $letter_data{returnaddress} =
9501 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
9502 $conf->config('company_address', $self->agentnum)
9505 $letter_data{returnaddress} = '~';
9509 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
9511 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
9513 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
9514 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
9518 ) or die "can't open temp file: $!\n";
9520 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
9522 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
9526 =item print_ps TEMPLATE
9528 Returns an postscript letter filled in from TEMPLATE, as a scalar.
9534 my $file = $self->generate_letter(@_);
9535 FS::Misc::generate_ps($file);
9538 =item print TEMPLATE
9540 Prints the filled in template.
9542 TEMPLATE is the name of a L<Text::Template> to fill in and print.
9546 sub queueable_print {
9549 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
9550 or die "invalid customer number: " . $opt{custvnum};
9552 my $error = $self->print( $opt{template} );
9553 die $error if $error;
9557 my ($self, $template) = (shift, shift);
9558 do_print [ $self->print_ps($template) ];
9561 #these three subs should just go away once agent stuff is all config overrides
9563 sub agent_template {
9565 $self->_agent_plandata('agent_templatename');
9568 sub agent_invoice_from {
9570 $self->_agent_plandata('agent_invoice_from');
9573 sub _agent_plandata {
9574 my( $self, $option ) = @_;
9576 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
9577 #agent-specific Conf
9579 use FS::part_event::Condition;
9581 my $agentnum = $self->agentnum;
9584 if ( driver_name =~ /^Pg/i ) {
9586 } elsif ( driver_name =~ /^mysql/i ) {
9589 die "don't know how to use regular expressions in ". driver_name. " databases";
9592 my $part_event_option =
9594 'select' => 'part_event_option.*',
9595 'table' => 'part_event_option',
9597 LEFT JOIN part_event USING ( eventpart )
9598 LEFT JOIN part_event_option AS peo_agentnum
9599 ON ( part_event.eventpart = peo_agentnum.eventpart
9600 AND peo_agentnum.optionname = 'agentnum'
9601 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
9603 LEFT JOIN part_event_condition
9604 ON ( part_event.eventpart = part_event_condition.eventpart
9605 AND part_event_condition.conditionname = 'cust_bill_age'
9607 LEFT JOIN part_event_condition_option
9608 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
9609 AND part_event_condition_option.optionname = 'age'
9612 #'hashref' => { 'optionname' => $option },
9613 #'hashref' => { 'part_event_option.optionname' => $option },
9615 " WHERE part_event_option.optionname = ". dbh->quote($option).
9616 " AND action = 'cust_bill_send_agent' ".
9617 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
9618 " AND peo_agentnum.optionname = 'agentnum' ".
9619 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
9621 CASE WHEN part_event_condition_option.optionname IS NULL
9623 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
9625 , part_event.weight".
9629 unless ( $part_event_option ) {
9630 return $self->agent->invoice_template || ''
9631 if $option eq 'agent_templatename';
9635 $part_event_option->optionvalue;
9639 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
9641 Subroutine (not a method), designed to be called from the queue.
9643 Takes a list of options and values.
9645 Pulls up the customer record via the custnum option and calls bill_and_collect.
9650 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
9652 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
9653 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
9655 $cust_main->bill_and_collect( %args );
9658 sub _upgrade_data { #class method
9659 my ($class, %opts) = @_;
9661 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
9662 my $sth = dbh->prepare($sql) or die dbh->errstr;
9663 $sth->execute or die $sth->errstr;
9673 The delete method should possibly take an FS::cust_main object reference
9674 instead of a scalar customer number.
9676 Bill and collect options should probably be passed as references instead of a
9679 There should probably be a configuration file with a list of allowed credit
9682 No multiple currency support (probably a larger project than just this module).
9684 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
9686 Birthdates rely on negative epoch values.
9688 The payby for card/check batches is broken. With mixed batching, bad
9691 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
9695 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
9696 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9697 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.