5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Location
10 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
11 FS::geocode_Mixin FS::Quotable_Mixin
15 use vars qw( $DEBUG $me $conf
18 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
25 use Storable qw(thaw);
29 use Digest::MD5 qw(md5_base64);
32 use File::Temp; #qw( tempfile );
33 use Business::CreditCard 0.28;
35 use FS::UID qw( dbh driver_name );
36 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_email send_email generate_ps do_print );
38 use FS::Msgcat qw(gettext);
45 use FS::cust_bill_void;
46 use FS::legacy_cust_bill;
48 use FS::cust_pay_pending;
49 use FS::cust_pay_void;
50 use FS::cust_pay_batch;
53 use FS::part_referral;
54 use FS::cust_main_county;
55 use FS::cust_location;
57 use FS::cust_main_exemption;
58 use FS::cust_tax_adjustment;
59 use FS::cust_tax_location;
61 use FS::agent_currency;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
79 # 1 is mostly method/subroutine entry and options
80 # 2 traces progress of some operations
81 # 3 is even more information including possibly sensitive data
83 $me = '[FS::cust_main]';
86 $ignore_expired_card = 0;
87 $ignore_banned_card = 0;
91 @encrypted_fields = ('payinfo', 'paycvv');
92 sub nohistory_fields { ('payinfo', 'paycvv'); }
94 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
96 #ask FS::UID to run this stuff for us later
97 #$FS::UID::callback{'FS::cust_main'} = sub {
98 install_callback FS::UID sub {
100 #yes, need it for stuff below (prolly should be cached)
105 my ( $hashref, $cache ) = @_;
106 if ( exists $hashref->{'pkgnum'} ) {
107 #@{ $self->{'_pkgnum'} } = ();
108 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
109 $self->{'_pkgnum'} = $subcache;
110 #push @{ $self->{'_pkgnum'} },
111 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
117 FS::cust_main - Object methods for cust_main records
123 $record = new FS::cust_main \%hash;
124 $record = new FS::cust_main { 'column' => 'value' };
126 $error = $record->insert;
128 $error = $new_record->replace($old_record);
130 $error = $record->delete;
132 $error = $record->check;
134 @cust_pkg = $record->all_pkgs;
136 @cust_pkg = $record->ncancelled_pkgs;
138 @cust_pkg = $record->suspended_pkgs;
140 $error = $record->bill;
141 $error = $record->bill %options;
142 $error = $record->bill 'time' => $time;
144 $error = $record->collect;
145 $error = $record->collect %options;
146 $error = $record->collect 'invoice_time' => $time,
151 An FS::cust_main object represents a customer. FS::cust_main inherits from
152 FS::Record. The following fields are currently supported:
158 Primary key (assigned automatically for new customers)
162 Agent (see L<FS::agent>)
166 Advertising source (see L<FS::part_referral>)
178 Cocial security number (optional)
202 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
206 Payment Information (See L<FS::payinfo_Mixin> for data format)
210 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
214 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
218 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
222 Start date month (maestro/solo cards only)
226 Start date year (maestro/solo cards only)
230 Issue number (maestro/solo cards only)
234 Name on card or billing name
238 IP address from which payment information was received
242 Tax exempt, empty or `Y'
246 Order taker (see L<FS::access_user>)
252 =item referral_custnum
254 Referring customer number
258 Enable individual CDR spooling, empty or `Y'
262 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
266 Discourage individual CDR printing, empty or `Y'
270 Allow self-service editing of ticket subjects, empty or 'Y'
272 =item calling_list_exempt
274 Do not call, empty or 'Y'
284 Creates a new customer. To add the customer to the database, see L<"insert">.
286 Note that this stores the hash reference, not a distinct copy of the hash it
287 points to. You can ask the object for a copy with the I<hash> method.
291 sub table { 'cust_main'; }
293 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
295 Adds this customer to the database. If there is an error, returns the error,
296 otherwise returns false.
298 Usually the customer's location will not yet exist in the database, and
299 the C<bill_location> and C<ship_location> pseudo-fields must be set to
300 uninserted L<FS::cust_location> objects. These will be inserted and linked
301 (in both directions) to the new customer record. If they're references
302 to the same object, they will become the same location.
304 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
305 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
306 are inserted atomicly, or the transaction is rolled back. Passing an empty
307 hash reference is equivalent to not supplying this parameter. There should be
308 a better explanation of this, but until then, here's an example:
311 tie %hash, 'Tie::RefHash'; #this part is important
313 $cust_pkg => [ $svc_acct ],
316 $cust_main->insert( \%hash );
318 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
319 be set as the invoicing list (see L<"invoicing_list">). Errors return as
320 expected and rollback the entire transaction; it is not necessary to call
321 check_invoicing_list first. The invoicing_list is set after the records in the
322 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
323 invoicing_list destination to the newly-created svc_acct. Here's an example:
325 $cust_main->insert( {}, [ $email, 'POST' ] );
327 Currently available options are: I<depend_jobnum>, I<noexport>,
328 I<tax_exemption> and I<prospectnum>.
330 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
331 on the supplied jobnum (they will not run until the specific job completes).
332 This can be used to defer provisioning until some action completes (such
333 as running the customer's credit card successfully).
335 The I<noexport> option is deprecated. If I<noexport> is set true, no
336 provisioning jobs (exports) are scheduled. (You can schedule them later with
337 the B<reexport> method.)
339 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
340 of tax names and exemption numbers. FS::cust_main_exemption records will be
341 created and inserted.
343 If I<prospectnum> is set, moves contacts and locations from that prospect.
349 my $cust_pkgs = @_ ? shift : {};
350 my $invoicing_list = @_ ? shift : '';
352 warn "$me insert called with options ".
353 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
356 local $SIG{HUP} = 'IGNORE';
357 local $SIG{INT} = 'IGNORE';
358 local $SIG{QUIT} = 'IGNORE';
359 local $SIG{TERM} = 'IGNORE';
360 local $SIG{TSTP} = 'IGNORE';
361 local $SIG{PIPE} = 'IGNORE';
363 my $oldAutoCommit = $FS::UID::AutoCommit;
364 local $FS::UID::AutoCommit = 0;
367 my $prepay_identifier = '';
368 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
370 if ( $self->payby eq 'PREPAY' ) {
372 $self->payby('BILL');
373 $prepay_identifier = $self->payinfo;
376 warn " looking up prepaid card $prepay_identifier\n"
379 my $error = $self->get_prepay( $prepay_identifier,
380 'amount_ref' => \$amount,
381 'seconds_ref' => \$seconds,
382 'upbytes_ref' => \$upbytes,
383 'downbytes_ref' => \$downbytes,
384 'totalbytes_ref' => \$totalbytes,
387 $dbh->rollback if $oldAutoCommit;
388 #return "error applying prepaid card (transaction rolled back): $error";
392 $payby = 'PREP' if $amount;
394 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|PPAL)$/ ) {
397 $self->payby('BILL');
398 $amount = $self->paid;
403 foreach my $l (qw(bill_location ship_location)) {
404 my $loc = delete $self->hashref->{$l};
405 # XXX if we're moving a prospect's locations, do that here
410 if ( !$loc->locationnum ) {
411 # warn the location that we're going to insert it with no custnum
412 $loc->set(custnum_pending => 1);
413 warn " inserting $l\n"
415 my $error = $loc->insert;
417 $dbh->rollback if $oldAutoCommit;
418 my $label = $l eq 'ship_location' ? 'service' : 'billing';
419 return "$error (in $label location)";
422 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
423 # then it somehow belongs to another customer--shouldn't happen
424 $dbh->rollback if $oldAutoCommit;
425 return "$l belongs to customer ".$loc->custnum;
427 # else it already belongs to this customer
428 # (happens when ship_location is identical to bill_location)
430 $self->set($l.'num', $loc->locationnum);
432 if ( $self->get($l.'num') eq '' ) {
433 $dbh->rollback if $oldAutoCommit;
438 warn " inserting $self\n"
441 $self->signupdate(time) unless $self->signupdate;
443 $self->auto_agent_custid()
444 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
446 my $error = $self->SUPER::insert;
448 $dbh->rollback if $oldAutoCommit;
449 #return "inserting cust_main record (transaction rolled back): $error";
453 # now set cust_location.custnum
454 foreach my $l (qw(bill_location ship_location)) {
455 warn " setting $l.custnum\n"
458 unless ( $loc->custnum ) {
459 $loc->set(custnum => $self->custnum);
460 $error ||= $loc->replace;
464 $dbh->rollback if $oldAutoCommit;
465 return "error setting $l custnum: $error";
469 warn " setting invoicing list\n"
472 if ( $invoicing_list ) {
473 $error = $self->check_invoicing_list( $invoicing_list );
475 $dbh->rollback if $oldAutoCommit;
476 #return "checking invoicing_list (transaction rolled back): $error";
479 $self->invoicing_list( $invoicing_list );
482 warn " setting customer tags\n"
485 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
486 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
487 'custnum' => $self->custnum };
488 my $error = $cust_tag->insert;
490 $dbh->rollback if $oldAutoCommit;
495 my $prospectnum = delete $options{'prospectnum'};
496 if ( $prospectnum ) {
498 warn " moving contacts and locations from prospect $prospectnum\n"
502 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
503 unless ( $prospect_main ) {
504 $dbh->rollback if $oldAutoCommit;
505 return "Unknown prospectnum $prospectnum";
507 $prospect_main->custnum($self->custnum);
508 $prospect_main->disabled('Y');
509 my $error = $prospect_main->replace;
511 $dbh->rollback if $oldAutoCommit;
515 my @contact = $prospect_main->contact;
516 my @cust_location = $prospect_main->cust_location;
517 my @qual = $prospect_main->qual;
519 foreach my $r ( @contact, @cust_location, @qual ) {
521 $r->custnum($self->custnum);
522 my $error = $r->replace;
524 $dbh->rollback if $oldAutoCommit;
531 warn " setting cust_main_exemption\n"
534 my $tax_exemption = delete $options{'tax_exemption'};
535 if ( $tax_exemption ) {
537 $tax_exemption = { map { $_ => '' } @$tax_exemption }
538 if ref($tax_exemption) eq 'ARRAY';
540 foreach my $taxname ( keys %$tax_exemption ) {
541 my $cust_main_exemption = new FS::cust_main_exemption {
542 'custnum' => $self->custnum,
543 'taxname' => $taxname,
544 'exempt_number' => $tax_exemption->{$taxname},
546 my $error = $cust_main_exemption->insert;
548 $dbh->rollback if $oldAutoCommit;
549 return "inserting cust_main_exemption (transaction rolled back): $error";
554 warn " ordering packages\n"
557 $error = $self->order_pkgs( $cust_pkgs,
559 'seconds_ref' => \$seconds,
560 'upbytes_ref' => \$upbytes,
561 'downbytes_ref' => \$downbytes,
562 'totalbytes_ref' => \$totalbytes,
565 $dbh->rollback if $oldAutoCommit;
570 $dbh->rollback if $oldAutoCommit;
571 return "No svc_acct record to apply pre-paid time";
573 if ( $upbytes || $downbytes || $totalbytes ) {
574 $dbh->rollback if $oldAutoCommit;
575 return "No svc_acct record to apply pre-paid data";
579 warn " inserting initial $payby payment of $amount\n"
581 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
583 $dbh->rollback if $oldAutoCommit;
584 return "inserting payment (transaction rolled back): $error";
588 unless ( $import || $skip_fuzzyfiles ) {
589 warn " queueing fuzzyfiles update\n"
591 $error = $self->queue_fuzzyfiles_update;
593 $dbh->rollback if $oldAutoCommit;
594 return "updating fuzzy search cache: $error";
598 # FS::geocode_Mixin::after_insert or something?
599 if ( $conf->config('tax_district_method') and !$import ) {
600 # if anything non-empty, try to look it up
601 my $queue = new FS::queue {
602 'job' => 'FS::geocode_Mixin::process_district_update',
603 'custnum' => $self->custnum,
605 my $error = $queue->insert( ref($self), $self->custnum );
607 $dbh->rollback if $oldAutoCommit;
608 return "queueing tax district update: $error";
613 warn " exporting\n" if $DEBUG > 1;
615 my $export_args = $options{'export_args'} || [];
618 map qsearch( 'part_export', {exportnum=>$_} ),
619 $conf->config('cust_main-exports'); #, $agentnum
621 foreach my $part_export ( @part_export ) {
622 my $error = $part_export->export_insert($self, @$export_args);
624 $dbh->rollback if $oldAutoCommit;
625 return "exporting to ". $part_export->exporttype.
626 " (transaction rolled back): $error";
630 #foreach my $depend_jobnum ( @$depend_jobnums ) {
631 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
633 # foreach my $jobnum ( @jobnums ) {
634 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
635 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
637 # my $error = $queue->depend_insert($depend_jobnum);
639 # $dbh->rollback if $oldAutoCommit;
640 # return "error queuing job dependancy: $error";
647 #if ( exists $options{'jobnums'} ) {
648 # push @{ $options{'jobnums'} }, @jobnums;
651 warn " insert complete; committing transaction\n"
654 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
659 use File::CounterFile;
660 sub auto_agent_custid {
663 my $format = $conf->config('cust_main-auto_agent_custid');
665 if ( $format eq '1YMMXXXXXXXX' ) {
667 my $counter = new File::CounterFile 'cust_main.agent_custid';
670 my $ym = 100000000000 + time2str('%y%m00000000', time);
671 if ( $ym > $counter->value ) {
672 $counter->{'value'} = $agent_custid = $ym;
673 $counter->{'updated'} = 1;
675 $agent_custid = $counter->inc;
681 die "Unknown cust_main-auto_agent_custid format: $format";
684 $self->agent_custid($agent_custid);
688 =item PACKAGE METHODS
690 Documentation on customer package methods has been moved to
691 L<FS::cust_main::Packages>.
693 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
695 Recharges this (existing) customer with the specified prepaid card (see
696 L<FS::prepay_credit>), specified either by I<identifier> or as an
697 FS::prepay_credit object. If there is an error, returns the error, otherwise
700 Optionally, five scalar references can be passed as well. They will have their
701 values filled in with the amount, number of seconds, and number of upload,
702 download, and total bytes applied by this prepaid card.
706 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
707 #the only place that uses these args
708 sub recharge_prepay {
709 my( $self, $prepay_credit, $amountref, $secondsref,
710 $upbytesref, $downbytesref, $totalbytesref ) = @_;
712 local $SIG{HUP} = 'IGNORE';
713 local $SIG{INT} = 'IGNORE';
714 local $SIG{QUIT} = 'IGNORE';
715 local $SIG{TERM} = 'IGNORE';
716 local $SIG{TSTP} = 'IGNORE';
717 local $SIG{PIPE} = 'IGNORE';
719 my $oldAutoCommit = $FS::UID::AutoCommit;
720 local $FS::UID::AutoCommit = 0;
723 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
725 my $error = $self->get_prepay( $prepay_credit,
726 'amount_ref' => \$amount,
727 'seconds_ref' => \$seconds,
728 'upbytes_ref' => \$upbytes,
729 'downbytes_ref' => \$downbytes,
730 'totalbytes_ref' => \$totalbytes,
732 || $self->increment_seconds($seconds)
733 || $self->increment_upbytes($upbytes)
734 || $self->increment_downbytes($downbytes)
735 || $self->increment_totalbytes($totalbytes)
736 || $self->insert_cust_pay_prepay( $amount,
738 ? $prepay_credit->identifier
743 $dbh->rollback if $oldAutoCommit;
747 if ( defined($amountref) ) { $$amountref = $amount; }
748 if ( defined($secondsref) ) { $$secondsref = $seconds; }
749 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
750 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
751 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
753 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
758 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
760 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
761 specified either by I<identifier> or as an FS::prepay_credit object.
763 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
764 incremented by the values of the prepaid card.
766 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
767 check or set this customer's I<agentnum>.
769 If there is an error, returns the error, otherwise returns false.
775 my( $self, $prepay_credit, %opt ) = @_;
777 local $SIG{HUP} = 'IGNORE';
778 local $SIG{INT} = 'IGNORE';
779 local $SIG{QUIT} = 'IGNORE';
780 local $SIG{TERM} = 'IGNORE';
781 local $SIG{TSTP} = 'IGNORE';
782 local $SIG{PIPE} = 'IGNORE';
784 my $oldAutoCommit = $FS::UID::AutoCommit;
785 local $FS::UID::AutoCommit = 0;
788 unless ( ref($prepay_credit) ) {
790 my $identifier = $prepay_credit;
792 $prepay_credit = qsearchs(
794 { 'identifier' => $identifier },
799 unless ( $prepay_credit ) {
800 $dbh->rollback if $oldAutoCommit;
801 return "Invalid prepaid card: ". $identifier;
806 if ( $prepay_credit->agentnum ) {
807 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
808 $dbh->rollback if $oldAutoCommit;
809 return "prepaid card not valid for agent ". $self->agentnum;
811 $self->agentnum($prepay_credit->agentnum);
814 my $error = $prepay_credit->delete;
816 $dbh->rollback if $oldAutoCommit;
817 return "removing prepay_credit (transaction rolled back): $error";
820 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
821 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
823 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
828 =item increment_upbytes SECONDS
830 Updates this customer's single or primary account (see L<FS::svc_acct>) by
831 the specified number of upbytes. If there is an error, returns the error,
832 otherwise returns false.
836 sub increment_upbytes {
837 _increment_column( shift, 'upbytes', @_);
840 =item increment_downbytes SECONDS
842 Updates this customer's single or primary account (see L<FS::svc_acct>) by
843 the specified number of downbytes. If there is an error, returns the error,
844 otherwise returns false.
848 sub increment_downbytes {
849 _increment_column( shift, 'downbytes', @_);
852 =item increment_totalbytes SECONDS
854 Updates this customer's single or primary account (see L<FS::svc_acct>) by
855 the specified number of totalbytes. If there is an error, returns the error,
856 otherwise returns false.
860 sub increment_totalbytes {
861 _increment_column( shift, 'totalbytes', @_);
864 =item increment_seconds SECONDS
866 Updates this customer's single or primary account (see L<FS::svc_acct>) by
867 the specified number of seconds. If there is an error, returns the error,
868 otherwise returns false.
872 sub increment_seconds {
873 _increment_column( shift, 'seconds', @_);
876 =item _increment_column AMOUNT
878 Updates this customer's single or primary account (see L<FS::svc_acct>) by
879 the specified number of seconds or bytes. If there is an error, returns
880 the error, otherwise returns false.
884 sub _increment_column {
885 my( $self, $column, $amount ) = @_;
886 warn "$me increment_column called: $column, $amount\n"
889 return '' unless $amount;
891 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
892 $self->ncancelled_pkgs;
895 return 'No packages with primary or single services found'.
896 ' to apply pre-paid time';
897 } elsif ( scalar(@cust_pkg) > 1 ) {
898 #maybe have a way to specify the package/account?
899 return 'Multiple packages found to apply pre-paid time';
902 my $cust_pkg = $cust_pkg[0];
903 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
907 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
910 return 'No account found to apply pre-paid time';
911 } elsif ( scalar(@cust_svc) > 1 ) {
912 return 'Multiple accounts found to apply pre-paid time';
915 my $svc_acct = $cust_svc[0]->svc_x;
916 warn " found service svcnum ". $svc_acct->pkgnum.
917 ' ('. $svc_acct->email. ")\n"
920 $column = "increment_$column";
921 $svc_acct->$column($amount);
925 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
927 Inserts a prepayment in the specified amount for this customer. An optional
928 second argument can specify the prepayment identifier for tracking purposes.
929 If there is an error, returns the error, otherwise returns false.
933 sub insert_cust_pay_prepay {
934 shift->insert_cust_pay('PREP', @_);
937 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
939 Inserts a cash payment in the specified amount for this customer. An optional
940 second argument can specify the payment identifier for tracking purposes.
941 If there is an error, returns the error, otherwise returns false.
945 sub insert_cust_pay_cash {
946 shift->insert_cust_pay('CASH', @_);
949 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
951 Inserts a Western Union payment in the specified amount for this customer. An
952 optional second argument can specify the prepayment identifier for tracking
953 purposes. If there is an error, returns the error, otherwise returns false.
957 sub insert_cust_pay_west {
958 shift->insert_cust_pay('WEST', @_);
961 sub insert_cust_pay {
962 my( $self, $payby, $amount ) = splice(@_, 0, 3);
963 my $payinfo = scalar(@_) ? shift : '';
965 my $cust_pay = new FS::cust_pay {
966 'custnum' => $self->custnum,
967 'paid' => sprintf('%.2f', $amount),
968 #'_date' => #date the prepaid card was purchased???
970 'payinfo' => $payinfo,
978 This method is deprecated. See the I<depend_jobnum> option to the insert and
979 order_pkgs methods for a better way to defer provisioning.
981 Re-schedules all exports by calling the B<reexport> method of all associated
982 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
983 otherwise returns false.
990 carp "WARNING: FS::cust_main::reexport is deprectated; ".
991 "use the depend_jobnum option to insert or order_pkgs to delay export";
993 local $SIG{HUP} = 'IGNORE';
994 local $SIG{INT} = 'IGNORE';
995 local $SIG{QUIT} = 'IGNORE';
996 local $SIG{TERM} = 'IGNORE';
997 local $SIG{TSTP} = 'IGNORE';
998 local $SIG{PIPE} = 'IGNORE';
1000 my $oldAutoCommit = $FS::UID::AutoCommit;
1001 local $FS::UID::AutoCommit = 0;
1004 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1005 my $error = $cust_pkg->reexport;
1007 $dbh->rollback if $oldAutoCommit;
1012 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1017 =item delete [ OPTION => VALUE ... ]
1019 This deletes the customer. If there is an error, returns the error, otherwise
1022 This will completely remove all traces of the customer record. This is not
1023 what you want when a customer cancels service; for that, cancel all of the
1024 customer's packages (see L</cancel>).
1026 If the customer has any uncancelled packages, you need to pass a new (valid)
1027 customer number for those packages to be transferred to, as the "new_customer"
1028 option. Cancelled packages will be deleted. Did I mention that this is NOT
1029 what you want when a customer cancels service and that you really should be
1030 looking at L<FS::cust_pkg/cancel>?
1032 You can't delete a customer with invoices (see L<FS::cust_bill>),
1033 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1034 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1035 set the "delete_financials" option to a true value.
1040 my( $self, %opt ) = @_;
1042 local $SIG{HUP} = 'IGNORE';
1043 local $SIG{INT} = 'IGNORE';
1044 local $SIG{QUIT} = 'IGNORE';
1045 local $SIG{TERM} = 'IGNORE';
1046 local $SIG{TSTP} = 'IGNORE';
1047 local $SIG{PIPE} = 'IGNORE';
1049 my $oldAutoCommit = $FS::UID::AutoCommit;
1050 local $FS::UID::AutoCommit = 0;
1053 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1054 $dbh->rollback if $oldAutoCommit;
1055 return "Can't delete a master agent customer";
1058 #use FS::access_user
1059 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1060 $dbh->rollback if $oldAutoCommit;
1061 return "Can't delete a master employee customer";
1064 tie my %financial_tables, 'Tie::IxHash',
1065 'cust_bill' => 'invoices',
1066 'cust_statement' => 'statements',
1067 'cust_credit' => 'credits',
1068 'cust_pay' => 'payments',
1069 'cust_refund' => 'refunds',
1072 foreach my $table ( keys %financial_tables ) {
1074 my @records = $self->$table();
1076 if ( @records && ! $opt{'delete_financials'} ) {
1077 $dbh->rollback if $oldAutoCommit;
1078 return "Can't delete a customer with ". $financial_tables{$table};
1081 foreach my $record ( @records ) {
1082 my $error = $record->delete;
1084 $dbh->rollback if $oldAutoCommit;
1085 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1091 my @cust_pkg = $self->ncancelled_pkgs;
1093 my $new_custnum = $opt{'new_custnum'};
1094 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1095 $dbh->rollback if $oldAutoCommit;
1096 return "Invalid new customer number: $new_custnum";
1098 foreach my $cust_pkg ( @cust_pkg ) {
1099 my %hash = $cust_pkg->hash;
1100 $hash{'custnum'} = $new_custnum;
1101 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1102 my $error = $new_cust_pkg->replace($cust_pkg,
1103 options => { $cust_pkg->options },
1106 $dbh->rollback if $oldAutoCommit;
1111 my @cancelled_cust_pkg = $self->all_pkgs;
1112 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1113 my $error = $cust_pkg->delete;
1115 $dbh->rollback if $oldAutoCommit;
1120 #cust_tax_adjustment in financials?
1121 #cust_pay_pending? ouch
1123 foreach my $table (qw(
1124 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1125 cust_location cust_main_note cust_tax_adjustment
1126 cust_pay_void cust_pay_batch queue cust_tax_exempt
1128 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1129 my $error = $record->delete;
1131 $dbh->rollback if $oldAutoCommit;
1137 my $sth = $dbh->prepare(
1138 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1140 my $errstr = $dbh->errstr;
1141 $dbh->rollback if $oldAutoCommit;
1144 $sth->execute($self->custnum) or do {
1145 my $errstr = $sth->errstr;
1146 $dbh->rollback if $oldAutoCommit;
1152 my $ticket_dbh = '';
1153 if ($conf->config('ticket_system') eq 'RT_Internal') {
1155 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1156 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1157 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1158 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1161 if ( $ticket_dbh ) {
1163 my $ticket_sth = $ticket_dbh->prepare(
1164 'DELETE FROM Links WHERE Target = ?'
1166 my $errstr = $ticket_dbh->errstr;
1167 $dbh->rollback if $oldAutoCommit;
1170 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1172 my $errstr = $ticket_sth->errstr;
1173 $dbh->rollback if $oldAutoCommit;
1177 #check and see if the customer is the only link on the ticket, and
1178 #if so, set the ticket to deleted status in RT?
1179 #maybe someday, for now this will at least fix tickets not displaying
1183 #delete the customer record
1185 my $error = $self->SUPER::delete;
1187 $dbh->rollback if $oldAutoCommit;
1191 # cust_main exports!
1193 #my $export_args = $options{'export_args'} || [];
1196 map qsearch( 'part_export', {exportnum=>$_} ),
1197 $conf->config('cust_main-exports'); #, $agentnum
1199 foreach my $part_export ( @part_export ) {
1200 my $error = $part_export->export_delete( $self ); #, @$export_args);
1202 $dbh->rollback if $oldAutoCommit;
1203 return "exporting to ". $part_export->exporttype.
1204 " (transaction rolled back): $error";
1208 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1213 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1215 This merges this customer into the provided new custnum, and then deletes the
1216 customer. If there is an error, returns the error, otherwise returns false.
1218 The source customer's name, company name, phone numbers, agent,
1219 referring customer, customer class, advertising source, order taker, and
1220 billing information (except balance) are discarded.
1222 All packages are moved to the target customer. Packages with package locations
1223 are preserved. Packages without package locations are moved to a new package
1224 location with the source customer's service/shipping address.
1226 All invoices, statements, payments, credits and refunds are moved to the target
1227 customer. The source customer's balance is added to the target customer.
1229 All notes, attachments, tickets and customer tags are moved to the target
1232 Change history is not currently moved.
1237 my( $self, $new_custnum, %opt ) = @_;
1239 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1241 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1242 or return "Invalid new customer number: $new_custnum";
1244 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1245 if $self->agentnum != $new_cust_main->agentnum
1246 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1248 local $SIG{HUP} = 'IGNORE';
1249 local $SIG{INT} = 'IGNORE';
1250 local $SIG{QUIT} = 'IGNORE';
1251 local $SIG{TERM} = 'IGNORE';
1252 local $SIG{TSTP} = 'IGNORE';
1253 local $SIG{PIPE} = 'IGNORE';
1255 my $oldAutoCommit = $FS::UID::AutoCommit;
1256 local $FS::UID::AutoCommit = 0;
1259 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1260 $dbh->rollback if $oldAutoCommit;
1261 return "Can't merge a master agent customer";
1264 #use FS::access_user
1265 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1266 $dbh->rollback if $oldAutoCommit;
1267 return "Can't merge a master employee customer";
1270 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1271 'status' => { op=>'!=', value=>'done' },
1275 $dbh->rollback if $oldAutoCommit;
1276 return "Can't merge a customer with pending payments";
1279 tie my %financial_tables, 'Tie::IxHash',
1280 'cust_bill' => 'invoices',
1281 'cust_bill_void' => 'voided invoices',
1282 'cust_statement' => 'statements',
1283 'cust_credit' => 'credits',
1284 'cust_pay' => 'payments',
1285 'cust_pay_void' => 'voided payments',
1286 'cust_refund' => 'refunds',
1289 foreach my $table ( keys %financial_tables ) {
1291 my @records = $self->$table();
1293 foreach my $record ( @records ) {
1294 $record->custnum($new_custnum);
1295 my $error = $record->replace;
1297 $dbh->rollback if $oldAutoCommit;
1298 return "Error merging ". $financial_tables{$table}. ": $error\n";
1304 my $name = $self->ship_name; #?
1306 my $locationnum = '';
1307 foreach my $cust_pkg ( $self->all_pkgs ) {
1308 $cust_pkg->custnum($new_custnum);
1310 unless ( $cust_pkg->locationnum ) {
1311 unless ( $locationnum ) {
1312 my $cust_location = new FS::cust_location {
1313 $self->location_hash,
1314 'custnum' => $new_custnum,
1316 my $error = $cust_location->insert;
1318 $dbh->rollback if $oldAutoCommit;
1321 $locationnum = $cust_location->locationnum;
1323 $cust_pkg->locationnum($locationnum);
1326 my $error = $cust_pkg->replace;
1328 $dbh->rollback if $oldAutoCommit;
1332 # add customer (ship) name to svc_phone.phone_name if blank
1333 my @cust_svc = $cust_pkg->cust_svc;
1334 foreach my $cust_svc (@cust_svc) {
1335 my($label, $value, $svcdb) = $cust_svc->label;
1336 next unless $svcdb eq 'svc_phone';
1337 my $svc_phone = $cust_svc->svc_x;
1338 next if $svc_phone->phone_name;
1339 $svc_phone->phone_name($name);
1340 my $error = $svc_phone->replace;
1342 $dbh->rollback if $oldAutoCommit;
1350 # cust_tax_exempt (texas tax exemptions)
1351 # cust_recon (some sort of not-well understood thing for OnPac)
1353 #these are moved over
1354 foreach my $table (qw(
1355 cust_tag cust_location contact cust_attachment cust_main_note
1356 cust_tax_adjustment cust_pay_batch queue
1358 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1359 $record->custnum($new_custnum);
1360 my $error = $record->replace;
1362 $dbh->rollback if $oldAutoCommit;
1368 #these aren't preserved
1369 foreach my $table (qw(
1370 cust_main_exemption cust_main_invoice
1372 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1373 my $error = $record->delete;
1375 $dbh->rollback if $oldAutoCommit;
1382 my $sth = $dbh->prepare(
1383 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1385 my $errstr = $dbh->errstr;
1386 $dbh->rollback if $oldAutoCommit;
1389 $sth->execute($new_custnum, $self->custnum) or do {
1390 my $errstr = $sth->errstr;
1391 $dbh->rollback if $oldAutoCommit;
1397 my $ticket_dbh = '';
1398 if ($conf->config('ticket_system') eq 'RT_Internal') {
1400 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1401 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1402 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1403 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1406 if ( $ticket_dbh ) {
1408 my $ticket_sth = $ticket_dbh->prepare(
1409 'UPDATE Links SET Target = ? WHERE Target = ?'
1411 my $errstr = $ticket_dbh->errstr;
1412 $dbh->rollback if $oldAutoCommit;
1415 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1416 'freeside://freeside/cust_main/'.$self->custnum)
1418 my $errstr = $ticket_sth->errstr;
1419 $dbh->rollback if $oldAutoCommit;
1425 #delete the customer record
1427 my $error = $self->delete;
1429 $dbh->rollback if $oldAutoCommit;
1433 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1438 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1440 Replaces the OLD_RECORD with this one in the database. If there is an error,
1441 returns the error, otherwise returns false.
1443 To change the customer's address, set the pseudo-fields C<bill_location> and
1444 C<ship_location>. The address will still only change if at least one of the
1445 address fields differs from the existing values.
1447 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1448 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1449 expected and rollback the entire transaction; it is not necessary to call
1450 check_invoicing_list first. Here's an example:
1452 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1454 Currently available options are: I<tax_exemption>.
1456 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1457 of tax names and exemption numbers. FS::cust_main_exemption records will be
1458 deleted and inserted as appropriate.
1465 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1467 : $self->replace_old;
1471 warn "$me replace called\n"
1474 my $curuser = $FS::CurrentUser::CurrentUser;
1475 if ( $self->payby eq 'COMP'
1476 && $self->payby ne $old->payby
1477 && ! $curuser->access_right('Complimentary customer')
1480 return "You are not permitted to create complimentary accounts.";
1483 local($ignore_expired_card) = 1
1484 if $old->payby =~ /^(CARD|DCRD)$/
1485 && $self->payby =~ /^(CARD|DCRD)$/
1486 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1488 local($ignore_banned_card) = 1
1489 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1490 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1491 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1493 return "Invoicing locale is required"
1496 && $conf->exists('cust_main-require_locale');
1498 local $SIG{HUP} = 'IGNORE';
1499 local $SIG{INT} = 'IGNORE';
1500 local $SIG{QUIT} = 'IGNORE';
1501 local $SIG{TERM} = 'IGNORE';
1502 local $SIG{TSTP} = 'IGNORE';
1503 local $SIG{PIPE} = 'IGNORE';
1505 my $oldAutoCommit = $FS::UID::AutoCommit;
1506 local $FS::UID::AutoCommit = 0;
1509 for my $l (qw(bill_location ship_location)) {
1510 my $old_loc = $old->$l;
1511 my $new_loc = $self->$l;
1513 # find the existing location if there is one
1514 $new_loc->set('custnum' => $self->custnum);
1515 my $error = $new_loc->find_or_insert;
1517 $dbh->rollback if $oldAutoCommit;
1520 $self->set($l.'num', $new_loc->locationnum);
1523 # replace the customer record
1524 my $error = $self->SUPER::replace($old);
1527 $dbh->rollback if $oldAutoCommit;
1531 # now move packages to the new service location
1532 $self->set('ship_location', ''); #flush cache
1533 if ( $old->ship_locationnum and # should only be null during upgrade...
1534 $old->ship_locationnum != $self->ship_locationnum ) {
1535 $error = $old->ship_location->move_to($self->ship_location);
1537 $dbh->rollback if $oldAutoCommit;
1541 # don't move packages based on the billing location, but
1542 # disable it if it's no longer in use
1543 if ( $old->bill_locationnum and
1544 $old->bill_locationnum != $self->bill_locationnum ) {
1545 $error = $old->bill_location->disable_if_unused;
1547 $dbh->rollback if $oldAutoCommit;
1552 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1553 my $invoicing_list = shift @param;
1554 $error = $self->check_invoicing_list( $invoicing_list );
1556 $dbh->rollback if $oldAutoCommit;
1559 $self->invoicing_list( $invoicing_list );
1562 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1564 #this could be more efficient than deleting and re-inserting, if it matters
1565 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1566 my $error = $cust_tag->delete;
1568 $dbh->rollback if $oldAutoCommit;
1572 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1573 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1574 'custnum' => $self->custnum };
1575 my $error = $cust_tag->insert;
1577 $dbh->rollback if $oldAutoCommit;
1584 my %options = @param;
1586 my $tax_exemption = delete $options{'tax_exemption'};
1587 if ( $tax_exemption ) {
1589 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1590 if ref($tax_exemption) eq 'ARRAY';
1592 my %cust_main_exemption =
1593 map { $_->taxname => $_ }
1594 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1596 foreach my $taxname ( keys %$tax_exemption ) {
1598 if ( $cust_main_exemption{$taxname} &&
1599 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1602 delete $cust_main_exemption{$taxname};
1606 my $cust_main_exemption = new FS::cust_main_exemption {
1607 'custnum' => $self->custnum,
1608 'taxname' => $taxname,
1609 'exempt_number' => $tax_exemption->{$taxname},
1611 my $error = $cust_main_exemption->insert;
1613 $dbh->rollback if $oldAutoCommit;
1614 return "inserting cust_main_exemption (transaction rolled back): $error";
1618 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1619 my $error = $cust_main_exemption->delete;
1621 $dbh->rollback if $oldAutoCommit;
1622 return "deleting cust_main_exemption (transaction rolled back): $error";
1628 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1629 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1630 && $self->get('payinfo') !~ /^99\d{14}$/
1632 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1637 # card/check/lec info has changed, want to retry realtime_ invoice events
1638 my $error = $self->retry_realtime;
1640 $dbh->rollback if $oldAutoCommit;
1645 unless ( $import || $skip_fuzzyfiles ) {
1646 $error = $self->queue_fuzzyfiles_update;
1648 $dbh->rollback if $oldAutoCommit;
1649 return "updating fuzzy search cache: $error";
1653 # tax district update in cust_location
1655 # cust_main exports!
1657 my $export_args = $options{'export_args'} || [];
1660 map qsearch( 'part_export', {exportnum=>$_} ),
1661 $conf->config('cust_main-exports'); #, $agentnum
1663 foreach my $part_export ( @part_export ) {
1664 my $error = $part_export->export_replace( $self, $old, @$export_args);
1666 $dbh->rollback if $oldAutoCommit;
1667 return "exporting to ". $part_export->exporttype.
1668 " (transaction rolled back): $error";
1672 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1677 =item queue_fuzzyfiles_update
1679 Used by insert & replace to update the fuzzy search cache
1683 use FS::cust_main::Search;
1684 sub queue_fuzzyfiles_update {
1687 local $SIG{HUP} = 'IGNORE';
1688 local $SIG{INT} = 'IGNORE';
1689 local $SIG{QUIT} = 'IGNORE';
1690 local $SIG{TERM} = 'IGNORE';
1691 local $SIG{TSTP} = 'IGNORE';
1692 local $SIG{PIPE} = 'IGNORE';
1694 my $oldAutoCommit = $FS::UID::AutoCommit;
1695 local $FS::UID::AutoCommit = 0;
1698 my @locations = $self->bill_location;
1699 push @locations, $self->ship_location if $self->has_ship_address;
1700 foreach my $location (@locations) {
1701 my $queue = new FS::queue {
1702 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1704 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1705 my $error = $queue->insert( @args );
1707 $dbh->rollback if $oldAutoCommit;
1708 return "queueing job (transaction rolled back): $error";
1712 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1719 Checks all fields to make sure this is a valid customer record. If there is
1720 an error, returns the error, otherwise returns false. Called by the insert
1721 and replace methods.
1728 warn "$me check BEFORE: \n". $self->_dump
1732 $self->ut_numbern('custnum')
1733 || $self->ut_number('agentnum')
1734 || $self->ut_textn('agent_custid')
1735 || $self->ut_number('refnum')
1736 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1737 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1738 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1739 || $self->ut_textn('custbatch')
1740 || $self->ut_name('last')
1741 || $self->ut_name('first')
1742 || $self->ut_snumbern('signupdate')
1743 || $self->ut_snumbern('birthdate')
1744 || $self->ut_snumbern('spouse_birthdate')
1745 || $self->ut_snumbern('anniversary_date')
1746 || $self->ut_textn('company')
1747 || $self->ut_anything('comments')
1748 || $self->ut_numbern('referral_custnum')
1749 || $self->ut_textn('stateid')
1750 || $self->ut_textn('stateid_state')
1751 || $self->ut_textn('invoice_terms')
1752 || $self->ut_floatn('cdr_termination_percentage')
1753 || $self->ut_floatn('credit_limit')
1754 || $self->ut_numbern('billday')
1755 || $self->ut_numbern('prorate_day')
1756 || $self->ut_flag('edit_subject')
1757 || $self->ut_flag('calling_list_exempt')
1758 || $self->ut_flag('invoice_noemail')
1759 || $self->ut_flag('message_noemail')
1760 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1761 || $self->ut_currencyn('currency')
1764 my $company = $self->company;
1765 $company =~ s/^\s+//;
1766 $company =~ s/\s+$//;
1767 $company =~ s/\s+/ /g;
1768 $self->company($company);
1770 #barf. need message catalogs. i18n. etc.
1771 $error .= "Please select an advertising source."
1772 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1773 return $error if $error;
1775 my $agent = qsearchs( 'agent', { 'agentnum' => $self->agentnum } )
1776 or return "Unknown agent";
1778 if ( $self->currency ) {
1779 my $agent_currency = qsearchs( 'agent_currency', {
1780 'agentnum' => $agent->agentnum,
1781 'currency' => $self->currency,
1783 or return "Agent ". $agent->agent.
1784 " not permitted to offer ". $self->currency. " invoicing";
1787 return "Unknown refnum"
1788 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1790 return "Unknown referring custnum: ". $self->referral_custnum
1791 unless ! $self->referral_custnum
1792 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1794 if ( $self->ss eq '' ) {
1799 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1800 or return "Illegal social security number: ". $self->ss;
1801 $self->ss("$1-$2-$3");
1804 # cust_main_county verification now handled by cust_location check
1807 $self->ut_phonen('daytime', $self->country)
1808 || $self->ut_phonen('night', $self->country)
1809 || $self->ut_phonen('fax', $self->country)
1810 || $self->ut_phonen('mobile', $self->country)
1812 return $error if $error;
1814 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1816 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1819 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1821 : FS::Msgcat::_gettext('daytime');
1822 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1824 : FS::Msgcat::_gettext('night');
1826 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1828 : FS::Msgcat::_gettext('mobile');
1830 return "$daytime_label, $night_label or $mobile_label is required"
1834 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1835 # or return "Illegal payby: ". $self->payby;
1837 FS::payby->can_payby($self->table, $self->payby)
1838 or return "Illegal payby: ". $self->payby;
1840 $error = $self->ut_numbern('paystart_month')
1841 || $self->ut_numbern('paystart_year')
1842 || $self->ut_numbern('payissue')
1843 || $self->ut_textn('paytype')
1845 return $error if $error;
1847 if ( $self->payip eq '' ) {
1850 $error = $self->ut_ip('payip');
1851 return $error if $error;
1854 # If it is encrypted and the private key is not availaible then we can't
1855 # check the credit card.
1856 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1858 # Need some kind of global flag to accept invalid cards, for testing
1860 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1862 my $payinfo = $self->payinfo;
1863 $payinfo =~ s/\D//g;
1864 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1865 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1867 $self->payinfo($payinfo);
1869 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1871 return gettext('unknown_card_type')
1872 if $self->payinfo !~ /^99\d{14}$/ #token
1873 && cardtype($self->payinfo) eq "Unknown";
1875 unless ( $ignore_banned_card ) {
1876 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1878 if ( $ban->bantype eq 'warn' ) {
1879 #or others depending on value of $ban->reason ?
1880 return '_duplicate_card'.
1881 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1882 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1883 ' (ban# '. $ban->bannum. ')'
1884 unless $self->override_ban_warn;
1886 return 'Banned credit card: banned on '.
1887 time2str('%a %h %o at %r', $ban->_date).
1888 ' by '. $ban->otaker.
1889 ' (ban# '. $ban->bannum. ')';
1894 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1895 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1896 $self->paycvv =~ /^(\d{4})$/
1897 or return "CVV2 (CID) for American Express cards is four digits.";
1900 $self->paycvv =~ /^(\d{3})$/
1901 or return "CVV2 (CVC2/CID) is three digits.";
1908 my $cardtype = cardtype($payinfo);
1909 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1911 return "Start date or issue number is required for $cardtype cards"
1912 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1914 return "Start month must be between 1 and 12"
1915 if $self->paystart_month
1916 and $self->paystart_month < 1 || $self->paystart_month > 12;
1918 return "Start year must be 1990 or later"
1919 if $self->paystart_year
1920 and $self->paystart_year < 1990;
1922 return "Issue number must be beween 1 and 99"
1924 and $self->payissue < 1 || $self->payissue > 99;
1927 $self->paystart_month('');
1928 $self->paystart_year('');
1929 $self->payissue('');
1932 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1934 my $payinfo = $self->payinfo;
1935 $payinfo =~ s/[^\d\@\.]//g;
1936 if ( $conf->config('echeck-country') eq 'CA' ) {
1937 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1938 or return 'invalid echeck account@branch.bank';
1939 $payinfo = "$1\@$2.$3";
1940 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1941 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1942 $payinfo = "$1\@$2";
1944 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1945 $payinfo = "$1\@$2";
1947 $self->payinfo($payinfo);
1950 unless ( $ignore_banned_card ) {
1951 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1953 if ( $ban->bantype eq 'warn' ) {
1954 #or others depending on value of $ban->reason ?
1955 return '_duplicate_ach' unless $self->override_ban_warn;
1957 return 'Banned ACH account: banned on '.
1958 time2str('%a %h %o at %r', $ban->_date).
1959 ' by '. $ban->otaker.
1960 ' (ban# '. $ban->bannum. ')';
1965 } elsif ( $self->payby eq 'LECB' ) {
1967 my $payinfo = $self->payinfo;
1968 $payinfo =~ s/\D//g;
1969 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1971 $self->payinfo($payinfo);
1974 } elsif ( $self->payby eq 'BILL' ) {
1976 $error = $self->ut_textn('payinfo');
1977 return "Illegal P.O. number: ". $self->payinfo if $error;
1980 } elsif ( $self->payby eq 'COMP' ) {
1982 my $curuser = $FS::CurrentUser::CurrentUser;
1983 if ( ! $self->custnum
1984 && ! $curuser->access_right('Complimentary customer')
1987 return "You are not permitted to create complimentary accounts."
1990 $error = $self->ut_textn('payinfo');
1991 return "Illegal comp account issuer: ". $self->payinfo if $error;
1994 } elsif ( $self->payby eq 'PREPAY' ) {
1996 my $payinfo = $self->payinfo;
1997 $payinfo =~ s/\W//g; #anything else would just confuse things
1998 $self->payinfo($payinfo);
1999 $error = $self->ut_alpha('payinfo');
2000 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2001 return "Unknown prepayment identifier"
2002 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2007 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2008 return "Expiration date required"
2009 # shouldn't payinfo_check do this?
2010 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2014 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2015 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2016 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2017 ( $m, $y ) = ( $2, "19$1" );
2018 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2019 ( $m, $y ) = ( $3, "20$2" );
2021 return "Illegal expiration date: ". $self->paydate;
2023 $m = sprintf('%02d',$m);
2024 $self->paydate("$y-$m-01");
2025 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2026 return gettext('expired_card')
2028 && !$ignore_expired_card
2029 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2032 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2033 ( ! $conf->exists('require_cardname')
2034 || $self->payby !~ /^(CARD|DCRD)$/ )
2036 $self->payname( $self->first. " ". $self->getfield('last') );
2038 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2039 or return gettext('illegal_name'). " payname: ". $self->payname;
2043 return "Please select an invoicing locale"
2046 && $conf->exists('cust_main-require_locale');
2048 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2049 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2053 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2055 warn "$me check AFTER: \n". $self->_dump
2058 $self->SUPER::check;
2063 Returns a list of fields which have ship_ duplicates.
2068 qw( last first company
2069 address1 address2 city county state zip country
2071 daytime night fax mobile
2075 =item has_ship_address
2077 Returns true if this customer record has a separate shipping address.
2081 sub has_ship_address {
2083 $self->bill_locationnum != $self->ship_locationnum;
2088 Returns a list of key/value pairs, with the following keys: address1,
2089 adddress2, city, county, state, zip, country, district, and geocode. The
2090 shipping address is used if present.
2096 $self->ship_location->location_hash;
2101 Returns all locations (see L<FS::cust_location>) for this customer.
2107 qsearch('cust_location', { 'custnum' => $self->custnum,
2108 'prospectnum' => '' } );
2113 Returns all contacts (see L<FS::contact>) for this customer.
2117 #already used :/ sub contact {
2120 qsearch('contact', { 'custnum' => $self->custnum } );
2125 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2126 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2127 on success or a list of errors.
2133 grep { $_->unsuspend } $self->suspended_pkgs;
2138 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2140 Returns a list: an empty list on success or a list of errors.
2146 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2149 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2151 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2152 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2153 of a list of pkgparts; the hashref has the following keys:
2157 =item pkgparts - listref of pkgparts
2159 =item (other options are passed to the suspend method)
2164 Returns a list: an empty list on success or a list of errors.
2168 sub suspend_if_pkgpart {
2170 my (@pkgparts, %opt);
2171 if (ref($_[0]) eq 'HASH'){
2172 @pkgparts = @{$_[0]{pkgparts}};
2177 grep { $_->suspend(%opt) }
2178 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2179 $self->unsuspended_pkgs;
2182 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2184 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2185 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2186 instead of a list of pkgparts; the hashref has the following keys:
2190 =item pkgparts - listref of pkgparts
2192 =item (other options are passed to the suspend method)
2196 Returns a list: an empty list on success or a list of errors.
2200 sub suspend_unless_pkgpart {
2202 my (@pkgparts, %opt);
2203 if (ref($_[0]) eq 'HASH'){
2204 @pkgparts = @{$_[0]{pkgparts}};
2209 grep { $_->suspend(%opt) }
2210 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2211 $self->unsuspended_pkgs;
2214 =item cancel [ OPTION => VALUE ... ]
2216 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2218 Available options are:
2222 =item quiet - can be set true to supress email cancellation notices.
2224 =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.
2226 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2228 =item nobill - can be set true to skip billing if it might otherwise be done.
2232 Always returns a list: an empty list on success or a list of errors.
2236 # nb that dates are not specified as valid options to this method
2239 my( $self, %opt ) = @_;
2241 warn "$me cancel called on customer ". $self->custnum. " with options ".
2242 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2245 return ( 'access denied' )
2246 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2248 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2250 #should try decryption (we might have the private key)
2251 # and if not maybe queue a job for the server that does?
2252 return ( "Can't (yet) ban encrypted credit cards" )
2253 if $self->is_encrypted($self->payinfo);
2255 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2256 my $error = $ban->insert;
2257 return ( $error ) if $error;
2261 my @pkgs = $self->ncancelled_pkgs;
2263 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2265 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2266 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2270 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2271 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2274 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2277 sub _banned_pay_hashref {
2288 'payby' => $payby2ban{$self->payby},
2289 'payinfo' => $self->payinfo,
2290 #don't ever *search* on reason! #'reason' =>
2294 sub _new_banned_pay_hashref {
2296 my $hr = $self->_banned_pay_hashref;
2297 $hr->{payinfo} = md5_base64($hr->{payinfo});
2303 Returns all notes (see L<FS::cust_main_note>) for this customer.
2308 my($self,$orderby_classnum) = (shift,shift);
2309 my $orderby = "_DATE DESC";
2310 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2311 qsearch( 'cust_main_note',
2312 { 'custnum' => $self->custnum },
2314 "ORDER BY $orderby",
2320 Returns the agent (see L<FS::agent>) for this customer.
2326 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2331 Returns the agent name (see L<FS::agent>) for this customer.
2337 $self->agent->agent;
2342 Returns any tags associated with this customer, as FS::cust_tag objects,
2343 or an empty list if there are no tags.
2349 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2354 Returns any tags associated with this customer, as FS::part_tag objects,
2355 or an empty list if there are no tags.
2361 map $_->part_tag, $self->cust_tag;
2367 Returns the customer class, as an FS::cust_class object, or the empty string
2368 if there is no customer class.
2374 if ( $self->classnum ) {
2375 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2383 Returns the customer category name, or the empty string if there is no customer
2390 my $cust_class = $self->cust_class;
2392 ? $cust_class->categoryname
2398 Returns the customer class name, or the empty string if there is no customer
2405 my $cust_class = $self->cust_class;
2407 ? $cust_class->classname
2411 =item BILLING METHODS
2413 Documentation on billing methods has been moved to
2414 L<FS::cust_main::Billing>.
2416 =item REALTIME BILLING METHODS
2418 Documentation on realtime billing methods has been moved to
2419 L<FS::cust_main::Billing_Realtime>.
2423 Removes the I<paycvv> field from the database directly.
2425 If there is an error, returns the error, otherwise returns false.
2431 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2432 or return dbh->errstr;
2433 $sth->execute($self->custnum)
2434 or return $sth->errstr;
2439 =item batch_card OPTION => VALUE...
2441 Adds a payment for this invoice to the pending credit card batch (see
2442 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2443 runs the payment using a realtime gateway.
2445 Options may include:
2447 B<amount>: the amount to be paid; defaults to the customer's balance minus
2448 any payments in transit.
2450 B<payby>: the payment method; defaults to cust_main.payby
2452 B<realtime>: runs this as a realtime payment instead of adding it to a
2455 B<invnum>: sets cust_pay_batch.invnum.
2457 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2458 the billing address for the payment; defaults to the customer's billing
2461 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2462 date, and name; defaults to those fields in cust_main.
2467 my ($self, %options) = @_;
2470 if (exists($options{amount})) {
2471 $amount = $options{amount};
2473 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2475 return '' unless $amount > 0;
2477 my $invnum = delete $options{invnum};
2478 my $payby = $options{payby} || $self->payby; #still dubious
2480 if ($options{'realtime'}) {
2481 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2487 my $oldAutoCommit = $FS::UID::AutoCommit;
2488 local $FS::UID::AutoCommit = 0;
2491 #this needs to handle mysql as well as Pg, like svc_acct.pm
2492 #(make it into a common function if folks need to do batching with mysql)
2493 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2494 or return "Cannot lock pay_batch: " . $dbh->errstr;
2498 'payby' => FS::payby->payby2payment($payby),
2500 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2502 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2504 unless ( $pay_batch ) {
2505 $pay_batch = new FS::pay_batch \%pay_batch;
2506 my $error = $pay_batch->insert;
2508 $dbh->rollback if $oldAutoCommit;
2509 die "error creating new batch: $error\n";
2513 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2514 'batchnum' => $pay_batch->batchnum,
2515 'custnum' => $self->custnum,
2518 foreach (qw( address1 address2 city state zip country latitude longitude
2519 payby payinfo paydate payname ))
2521 $options{$_} = '' unless exists($options{$_});
2524 my $loc = $self->bill_location;
2526 my $cust_pay_batch = new FS::cust_pay_batch ( {
2527 'batchnum' => $pay_batch->batchnum,
2528 'invnum' => $invnum || 0, # is there a better value?
2529 # this field should be
2531 # cust_bill_pay_batch now
2532 'custnum' => $self->custnum,
2533 'last' => $self->getfield('last'),
2534 'first' => $self->getfield('first'),
2535 'address1' => $options{address1} || $loc->address1,
2536 'address2' => $options{address2} || $loc->address2,
2537 'city' => $options{city} || $loc->city,
2538 'state' => $options{state} || $loc->state,
2539 'zip' => $options{zip} || $loc->zip,
2540 'country' => $options{country} || $loc->country,
2541 'payby' => $options{payby} || $self->payby,
2542 'payinfo' => $options{payinfo} || $self->payinfo,
2543 'exp' => $options{paydate} || $self->paydate,
2544 'payname' => $options{payname} || $self->payname,
2545 'amount' => $amount, # consolidating
2548 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2549 if $old_cust_pay_batch;
2552 if ($old_cust_pay_batch) {
2553 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2555 $error = $cust_pay_batch->insert;
2559 $dbh->rollback if $oldAutoCommit;
2563 my $unapplied = $self->total_unapplied_credits
2564 + $self->total_unapplied_payments
2565 + $self->in_transit_payments;
2566 foreach my $cust_bill ($self->open_cust_bill) {
2567 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2568 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2569 'invnum' => $cust_bill->invnum,
2570 'paybatchnum' => $cust_pay_batch->paybatchnum,
2571 'amount' => $cust_bill->owed,
2574 if ($unapplied >= $cust_bill_pay_batch->amount){
2575 $unapplied -= $cust_bill_pay_batch->amount;
2578 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2579 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2581 $error = $cust_bill_pay_batch->insert;
2583 $dbh->rollback if $oldAutoCommit;
2588 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2594 Returns the total owed for this customer on all invoices
2595 (see L<FS::cust_bill/owed>).
2601 $self->total_owed_date(2145859200); #12/31/2037
2604 =item total_owed_date TIME
2606 Returns the total owed for this customer on all invoices with date earlier than
2607 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2608 see L<Time::Local> and L<Date::Parse> for conversion functions.
2612 sub total_owed_date {
2616 my $custnum = $self->custnum;
2618 my $owed_sql = FS::cust_bill->owed_sql;
2621 SELECT SUM($owed_sql) FROM cust_bill
2622 WHERE custnum = $custnum
2626 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2630 =item total_owed_pkgnum PKGNUM
2632 Returns the total owed on all invoices for this customer's specific package
2633 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2637 sub total_owed_pkgnum {
2638 my( $self, $pkgnum ) = @_;
2639 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2642 =item total_owed_date_pkgnum TIME PKGNUM
2644 Returns the total owed for this customer's specific package when using
2645 experimental package balances on all invoices with date earlier than
2646 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2647 see L<Time::Local> and L<Date::Parse> for conversion functions.
2651 sub total_owed_date_pkgnum {
2652 my( $self, $time, $pkgnum ) = @_;
2655 foreach my $cust_bill (
2656 grep { $_->_date <= $time }
2657 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2659 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2661 sprintf( "%.2f", $total_bill );
2667 Returns the total amount of all payments.
2674 $total += $_->paid foreach $self->cust_pay;
2675 sprintf( "%.2f", $total );
2678 =item total_unapplied_credits
2680 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2681 customer. See L<FS::cust_credit/credited>.
2683 =item total_credited
2685 Old name for total_unapplied_credits. Don't use.
2689 sub total_credited {
2690 #carp "total_credited deprecated, use total_unapplied_credits";
2691 shift->total_unapplied_credits(@_);
2694 sub total_unapplied_credits {
2697 my $custnum = $self->custnum;
2699 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2702 SELECT SUM($unapplied_sql) FROM cust_credit
2703 WHERE custnum = $custnum
2706 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2710 =item total_unapplied_credits_pkgnum PKGNUM
2712 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2713 customer. See L<FS::cust_credit/credited>.
2717 sub total_unapplied_credits_pkgnum {
2718 my( $self, $pkgnum ) = @_;
2719 my $total_credit = 0;
2720 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2721 sprintf( "%.2f", $total_credit );
2725 =item total_unapplied_payments
2727 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2728 See L<FS::cust_pay/unapplied>.
2732 sub total_unapplied_payments {
2735 my $custnum = $self->custnum;
2737 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2740 SELECT SUM($unapplied_sql) FROM cust_pay
2741 WHERE custnum = $custnum
2744 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2748 =item total_unapplied_payments_pkgnum PKGNUM
2750 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2751 specific package when using experimental package balances. See
2752 L<FS::cust_pay/unapplied>.
2756 sub total_unapplied_payments_pkgnum {
2757 my( $self, $pkgnum ) = @_;
2758 my $total_unapplied = 0;
2759 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2760 sprintf( "%.2f", $total_unapplied );
2764 =item total_unapplied_refunds
2766 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2767 customer. See L<FS::cust_refund/unapplied>.
2771 sub total_unapplied_refunds {
2773 my $custnum = $self->custnum;
2775 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2778 SELECT SUM($unapplied_sql) FROM cust_refund
2779 WHERE custnum = $custnum
2782 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2788 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2789 total_unapplied_credits minus total_unapplied_payments).
2795 $self->balance_date_range;
2798 =item balance_date TIME
2800 Returns the balance for this customer, only considering invoices with date
2801 earlier than TIME (total_owed_date minus total_credited minus
2802 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2803 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2810 $self->balance_date_range(shift);
2813 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2815 Returns the balance for this customer, optionally considering invoices with
2816 date earlier than START_TIME, and not later than END_TIME
2817 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2819 Times are specified as SQL fragments or numeric
2820 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2821 L<Date::Parse> for conversion functions. The empty string can be passed
2822 to disable that time constraint completely.
2824 Available options are:
2828 =item unapplied_date
2830 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)
2836 sub balance_date_range {
2838 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2839 ') FROM cust_main WHERE custnum='. $self->custnum;
2840 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2843 =item balance_pkgnum PKGNUM
2845 Returns the balance for this customer's specific package when using
2846 experimental package balances (total_owed plus total_unrefunded, minus
2847 total_unapplied_credits minus total_unapplied_payments)
2851 sub balance_pkgnum {
2852 my( $self, $pkgnum ) = @_;
2855 $self->total_owed_pkgnum($pkgnum)
2856 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2857 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2858 - $self->total_unapplied_credits_pkgnum($pkgnum)
2859 - $self->total_unapplied_payments_pkgnum($pkgnum)
2863 =item in_transit_payments
2865 Returns the total of requests for payments for this customer pending in
2866 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2870 sub in_transit_payments {
2872 my $in_transit_payments = 0;
2873 foreach my $pay_batch ( qsearch('pay_batch', {
2876 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2877 'batchnum' => $pay_batch->batchnum,
2878 'custnum' => $self->custnum,
2880 $in_transit_payments += $cust_pay_batch->amount;
2883 sprintf( "%.2f", $in_transit_payments );
2888 Returns a hash of useful information for making a payment.
2898 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2899 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2900 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2904 For credit card transactions:
2916 For electronic check transactions:
2931 $return{balance} = $self->balance;
2933 $return{payname} = $self->payname
2934 || ( $self->first. ' '. $self->get('last') );
2936 $return{$_} = $self->bill_location->$_
2937 for qw(address1 address2 city state zip);
2939 $return{payby} = $self->payby;
2940 $return{stateid_state} = $self->stateid_state;
2942 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2943 $return{card_type} = cardtype($self->payinfo);
2944 $return{payinfo} = $self->paymask;
2946 @return{'month', 'year'} = $self->paydate_monthyear;
2950 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2951 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2952 $return{payinfo1} = $payinfo1;
2953 $return{payinfo2} = $payinfo2;
2954 $return{paytype} = $self->paytype;
2955 $return{paystate} = $self->paystate;
2959 #doubleclick protection
2961 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2967 =item paydate_monthyear
2969 Returns a two-element list consisting of the month and year of this customer's
2970 paydate (credit card expiration date for CARD customers)
2974 sub paydate_monthyear {
2976 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
2978 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
2987 Returns the exact time in seconds corresponding to the payment method
2988 expiration date. For CARD/DCRD customers this is the end of the month;
2989 for others (COMP is the only other payby that uses paydate) it's the start.
2990 Returns 0 if the paydate is empty or set to the far future.
2996 my ($month, $year) = $self->paydate_monthyear;
2997 return 0 if !$year or $year >= 2037;
2998 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3000 if ( $month == 13 ) {
3004 return timelocal(0,0,0,1,$month-1,$year) - 1;
3007 return timelocal(0,0,0,1,$month-1,$year);
3011 =item paydate_epoch_sql
3013 Class method. Returns an SQL expression to obtain the payment expiration date
3014 as a number of seconds.
3018 # Special expiration date behavior for non-CARD/DCRD customers has been
3019 # carefully preserved. Do we really use that?
3020 sub paydate_epoch_sql {
3022 my $table = shift || 'cust_main';
3023 my ($case1, $case2);
3024 if ( driver_name eq 'Pg' ) {
3025 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3026 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3028 elsif ( lc(driver_name) eq 'mysql' ) {
3029 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3030 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3033 return "CASE WHEN $table.payby IN('CARD','DCRD')
3039 =item tax_exemption TAXNAME
3044 my( $self, $taxname ) = @_;
3046 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3047 'taxname' => $taxname,
3052 =item cust_main_exemption
3056 sub cust_main_exemption {
3058 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3061 =item invoicing_list [ ARRAYREF ]
3063 If an arguement is given, sets these email addresses as invoice recipients
3064 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3065 (except as warnings), so use check_invoicing_list first.
3067 Returns a list of email addresses (with svcnum entries expanded).
3069 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3070 check it without disturbing anything by passing nothing.
3072 This interface may change in the future.
3076 sub invoicing_list {
3077 my( $self, $arrayref ) = @_;
3080 my @cust_main_invoice;
3081 if ( $self->custnum ) {
3082 @cust_main_invoice =
3083 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3085 @cust_main_invoice = ();
3087 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3088 #warn $cust_main_invoice->destnum;
3089 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3090 #warn $cust_main_invoice->destnum;
3091 my $error = $cust_main_invoice->delete;
3092 warn $error if $error;
3095 if ( $self->custnum ) {
3096 @cust_main_invoice =
3097 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3099 @cust_main_invoice = ();
3101 my %seen = map { $_->address => 1 } @cust_main_invoice;
3102 foreach my $address ( @{$arrayref} ) {
3103 next if exists $seen{$address} && $seen{$address};
3104 $seen{$address} = 1;
3105 my $cust_main_invoice = new FS::cust_main_invoice ( {
3106 'custnum' => $self->custnum,
3109 my $error = $cust_main_invoice->insert;
3110 warn $error if $error;
3114 if ( $self->custnum ) {
3116 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3123 =item check_invoicing_list ARRAYREF
3125 Checks these arguements as valid input for the invoicing_list method. If there
3126 is an error, returns the error, otherwise returns false.
3130 sub check_invoicing_list {
3131 my( $self, $arrayref ) = @_;
3133 foreach my $address ( @$arrayref ) {
3135 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3136 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3139 my $cust_main_invoice = new FS::cust_main_invoice ( {
3140 'custnum' => $self->custnum,
3143 my $error = $self->custnum
3144 ? $cust_main_invoice->check
3145 : $cust_main_invoice->checkdest
3147 return $error if $error;
3151 return "Email address required"
3152 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3153 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3158 =item set_default_invoicing_list
3160 Sets the invoicing list to all accounts associated with this customer,
3161 overwriting any previous invoicing list.
3165 sub set_default_invoicing_list {
3167 $self->invoicing_list($self->all_emails);
3172 Returns the email addresses of all accounts provisioned for this customer.
3179 foreach my $cust_pkg ( $self->all_pkgs ) {
3180 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3182 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3183 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3185 $list{$_}=1 foreach map { $_->email } @svc_acct;
3190 =item invoicing_list_addpost
3192 Adds postal invoicing to this customer. If this customer is already configured
3193 to receive postal invoices, does nothing.
3197 sub invoicing_list_addpost {
3199 return if grep { $_ eq 'POST' } $self->invoicing_list;
3200 my @invoicing_list = $self->invoicing_list;
3201 push @invoicing_list, 'POST';
3202 $self->invoicing_list(\@invoicing_list);
3205 =item invoicing_list_emailonly
3207 Returns the list of email invoice recipients (invoicing_list without non-email
3208 destinations such as POST and FAX).
3212 sub invoicing_list_emailonly {
3214 warn "$me invoicing_list_emailonly called"
3216 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3219 =item invoicing_list_emailonly_scalar
3221 Returns the list of email invoice recipients (invoicing_list without non-email
3222 destinations such as POST and FAX) as a comma-separated scalar.
3226 sub invoicing_list_emailonly_scalar {
3228 warn "$me invoicing_list_emailonly_scalar called"
3230 join(', ', $self->invoicing_list_emailonly);
3233 =item referral_custnum_cust_main
3235 Returns the customer who referred this customer (or the empty string, if
3236 this customer was not referred).
3238 Note the difference with referral_cust_main method: This method,
3239 referral_custnum_cust_main returns the single customer (if any) who referred
3240 this customer, while referral_cust_main returns an array of customers referred
3245 sub referral_custnum_cust_main {
3247 return '' unless $self->referral_custnum;
3248 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3251 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3253 Returns an array of customers referred by this customer (referral_custnum set
3254 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3255 customers referred by customers referred by this customer and so on, inclusive.
3256 The default behavior is DEPTH 1 (no recursion).
3258 Note the difference with referral_custnum_cust_main method: This method,
3259 referral_cust_main, returns an array of customers referred BY this customer,
3260 while referral_custnum_cust_main returns the single customer (if any) who
3261 referred this customer.
3265 sub referral_cust_main {
3267 my $depth = @_ ? shift : 1;
3268 my $exclude = @_ ? shift : {};
3271 map { $exclude->{$_->custnum}++; $_; }
3272 grep { ! $exclude->{ $_->custnum } }
3273 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3277 map { $_->referral_cust_main($depth-1, $exclude) }
3284 =item referral_cust_main_ncancelled
3286 Same as referral_cust_main, except only returns customers with uncancelled
3291 sub referral_cust_main_ncancelled {
3293 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3296 =item referral_cust_pkg [ DEPTH ]
3298 Like referral_cust_main, except returns a flat list of all unsuspended (and
3299 uncancelled) packages for each customer. The number of items in this list may
3300 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3304 sub referral_cust_pkg {
3306 my $depth = @_ ? shift : 1;
3308 map { $_->unsuspended_pkgs }
3309 grep { $_->unsuspended_pkgs }
3310 $self->referral_cust_main($depth);
3313 =item referring_cust_main
3315 Returns the single cust_main record for the customer who referred this customer
3316 (referral_custnum), or false.
3320 sub referring_cust_main {
3322 return '' unless $self->referral_custnum;
3323 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3326 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3328 Applies a credit to this customer. If there is an error, returns the error,
3329 otherwise returns false.
3331 REASON can be a text string, an FS::reason object, or a scalar reference to
3332 a reasonnum. If a text string, it will be automatically inserted as a new
3333 reason, and a 'reason_type' option must be passed to indicate the
3334 FS::reason_type for the new reason.
3336 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3338 Any other options are passed to FS::cust_credit::insert.
3343 my( $self, $amount, $reason, %options ) = @_;
3345 my $cust_credit = new FS::cust_credit {
3346 'custnum' => $self->custnum,
3347 'amount' => $amount,
3350 if ( ref($reason) ) {
3352 if ( ref($reason) eq 'SCALAR' ) {
3353 $cust_credit->reasonnum( $$reason );
3355 $cust_credit->reasonnum( $reason->reasonnum );
3359 $cust_credit->set('reason', $reason)
3362 for (qw( addlinfo eventnum )) {
3363 $cust_credit->$_( delete $options{$_} )
3364 if exists($options{$_});
3367 $cust_credit->insert(%options);
3371 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3373 Creates a one-time charge for this customer. If there is an error, returns
3374 the error, otherwise returns false.
3376 New-style, with a hashref of options:
3378 my $error = $cust_main->charge(
3382 'start_date' => str2time('7/4/2009'),
3383 'pkg' => 'Description',
3384 'comment' => 'Comment',
3385 'additional' => [], #extra invoice detail
3386 'classnum' => 1, #pkg_class
3388 'setuptax' => '', # or 'Y' for tax exempt
3390 'locationnum'=> 1234, # optional
3393 'taxclass' => 'Tax class',
3396 'taxproduct' => 2, #part_pkg_taxproduct
3397 'override' => {}, #XXX describe
3399 #will be filled in with the new object
3400 'cust_pkg_ref' => \$cust_pkg,
3402 #generate an invoice immediately
3404 'invoice_terms' => '', #with these terms
3410 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3416 my ( $amount, $quantity, $start_date, $classnum );
3417 my ( $pkg, $comment, $additional );
3418 my ( $setuptax, $taxclass ); #internal taxes
3419 my ( $taxproduct, $override ); #vendor (CCH) taxes
3421 my $cust_pkg_ref = '';
3422 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3424 if ( ref( $_[0] ) ) {
3425 $amount = $_[0]->{amount};
3426 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3427 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3428 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3429 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3430 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3431 : '$'. sprintf("%.2f",$amount);
3432 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3433 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3434 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3435 $additional = $_[0]->{additional} || [];
3436 $taxproduct = $_[0]->{taxproductnum};
3437 $override = { '' => $_[0]->{tax_override} };
3438 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3439 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3440 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3441 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3446 $pkg = @_ ? shift : 'One-time charge';
3447 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3449 $taxclass = @_ ? shift : '';
3453 local $SIG{HUP} = 'IGNORE';
3454 local $SIG{INT} = 'IGNORE';
3455 local $SIG{QUIT} = 'IGNORE';
3456 local $SIG{TERM} = 'IGNORE';
3457 local $SIG{TSTP} = 'IGNORE';
3458 local $SIG{PIPE} = 'IGNORE';
3460 my $oldAutoCommit = $FS::UID::AutoCommit;
3461 local $FS::UID::AutoCommit = 0;
3464 my $part_pkg = new FS::part_pkg ( {
3466 'comment' => $comment,
3470 'classnum' => ( $classnum ? $classnum : '' ),
3471 'setuptax' => $setuptax,
3472 'taxclass' => $taxclass,
3473 'taxproductnum' => $taxproduct,
3476 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3477 ( 0 .. @$additional - 1 )
3479 'additional_count' => scalar(@$additional),
3480 'setup_fee' => $amount,
3483 my $error = $part_pkg->insert( options => \%options,
3484 tax_overrides => $override,
3487 $dbh->rollback if $oldAutoCommit;
3491 my $pkgpart = $part_pkg->pkgpart;
3492 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3493 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3494 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3495 $error = $type_pkgs->insert;
3497 $dbh->rollback if $oldAutoCommit;
3502 my $cust_pkg = new FS::cust_pkg ( {
3503 'custnum' => $self->custnum,
3504 'pkgpart' => $pkgpart,
3505 'quantity' => $quantity,
3506 'start_date' => $start_date,
3507 'no_auto' => $no_auto,
3508 'locationnum'=> $locationnum,
3511 $error = $cust_pkg->insert;
3513 $dbh->rollback if $oldAutoCommit;
3515 } elsif ( $cust_pkg_ref ) {
3516 ${$cust_pkg_ref} = $cust_pkg;
3520 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3521 'pkg_list' => [ $cust_pkg ],
3524 $dbh->rollback if $oldAutoCommit;
3529 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3534 #=item charge_postal_fee
3536 #Applies a one time charge this customer. If there is an error,
3537 #returns the error, returns the cust_pkg charge object or false
3538 #if there was no charge.
3542 # This should be a customer event. For that to work requires that bill
3543 # also be a customer event.
3545 sub charge_postal_fee {
3548 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3549 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3551 my $cust_pkg = new FS::cust_pkg ( {
3552 'custnum' => $self->custnum,
3553 'pkgpart' => $pkgpart,
3557 my $error = $cust_pkg->insert;
3558 $error ? $error : $cust_pkg;
3561 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3563 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3565 Optionally, a list or hashref of additional arguments to the qsearch call can
3572 my $opt = ref($_[0]) ? shift : { @_ };
3574 #return $self->num_cust_bill unless wantarray || keys %$opt;
3576 $opt->{'table'} = 'cust_bill';
3577 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3578 $opt->{'hashref'}{'custnum'} = $self->custnum;
3579 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3581 map { $_ } #behavior of sort undefined in scalar context
3582 sort { $a->_date <=> $b->_date }
3586 =item open_cust_bill
3588 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3593 sub open_cust_bill {
3597 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3603 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3605 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3609 sub legacy_cust_bill {
3612 #return $self->num_legacy_cust_bill unless wantarray;
3614 map { $_ } #behavior of sort undefined in scalar context
3615 sort { $a->_date <=> $b->_date }
3616 qsearch({ 'table' => 'legacy_cust_bill',
3617 'hashref' => { 'custnum' => $self->custnum, },
3618 'order_by' => 'ORDER BY _date ASC',
3622 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3624 Returns all the statements (see L<FS::cust_statement>) for this customer.
3626 Optionally, a list or hashref of additional arguments to the qsearch call can
3631 =item cust_bill_void
3633 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3637 sub cust_bill_void {
3640 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3641 sort { $a->_date <=> $b->_date }
3642 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3645 sub cust_statement {
3647 my $opt = ref($_[0]) ? shift : { @_ };
3649 #return $self->num_cust_statement unless wantarray || keys %$opt;
3651 $opt->{'table'} = 'cust_statement';
3652 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3653 $opt->{'hashref'}{'custnum'} = $self->custnum;
3654 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3656 map { $_ } #behavior of sort undefined in scalar context
3657 sort { $a->_date <=> $b->_date }
3661 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3663 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3665 Optionally, a list or hashref of additional arguments to the qsearch call can
3666 be passed following the SVCDB.
3673 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3674 warn "$me svc_x requires a svcdb";
3677 my $opt = ref($_[0]) ? shift : { @_ };
3679 $opt->{'table'} = $svcdb;
3680 $opt->{'addl_from'} =
3681 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3682 ($opt->{'addl_from'} || '');
3684 my $custnum = $self->custnum;
3685 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3686 my $where = "cust_pkg.custnum = $custnum";
3688 my $extra_sql = $opt->{'extra_sql'} || '';
3689 if ( keys %{ $opt->{'hashref'} } ) {
3690 $extra_sql = " AND $where $extra_sql";
3693 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3694 $extra_sql = "WHERE $where AND $1";
3697 $extra_sql = "WHERE $where $extra_sql";
3700 $opt->{'extra_sql'} = $extra_sql;
3705 # required for use as an eventtable;
3708 $self->svc_x('svc_acct', @_);
3713 Returns all the credits (see L<FS::cust_credit>) for this customer.
3719 map { $_ } #return $self->num_cust_credit unless wantarray;
3720 sort { $a->_date <=> $b->_date }
3721 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3724 =item cust_credit_pkgnum
3726 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3727 package when using experimental package balances.
3731 sub cust_credit_pkgnum {
3732 my( $self, $pkgnum ) = @_;
3733 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3734 sort { $a->_date <=> $b->_date }
3735 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3736 'pkgnum' => $pkgnum,
3743 Returns all the payments (see L<FS::cust_pay>) for this customer.
3749 return $self->num_cust_pay unless wantarray;
3750 sort { $a->_date <=> $b->_date }
3751 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3756 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3757 called automatically when the cust_pay method is used in a scalar context.
3763 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3764 my $sth = dbh->prepare($sql) or die dbh->errstr;
3765 $sth->execute($self->custnum) or die $sth->errstr;
3766 $sth->fetchrow_arrayref->[0];
3769 =item cust_pay_pkgnum
3771 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3772 package when using experimental package balances.
3776 sub cust_pay_pkgnum {
3777 my( $self, $pkgnum ) = @_;
3778 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3779 sort { $a->_date <=> $b->_date }
3780 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3781 'pkgnum' => $pkgnum,
3788 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3794 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3795 sort { $a->_date <=> $b->_date }
3796 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3799 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3801 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3803 Optionally, a list or hashref of additional arguments to the qsearch call can
3808 sub cust_pay_batch {
3810 my $opt = ref($_[0]) ? shift : { @_ };
3812 #return $self->num_cust_statement unless wantarray || keys %$opt;
3814 $opt->{'table'} = 'cust_pay_batch';
3815 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3816 $opt->{'hashref'}{'custnum'} = $self->custnum;
3817 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3819 map { $_ } #behavior of sort undefined in scalar context
3820 sort { $a->paybatchnum <=> $b->paybatchnum }
3824 =item cust_pay_pending
3826 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3827 (without status "done").
3831 sub cust_pay_pending {
3833 return $self->num_cust_pay_pending unless wantarray;
3834 sort { $a->_date <=> $b->_date }
3835 qsearch( 'cust_pay_pending', {
3836 'custnum' => $self->custnum,
3837 'status' => { op=>'!=', value=>'done' },
3842 =item cust_pay_pending_attempt
3844 Returns all payment attempts / declined payments for this customer, as pending
3845 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3846 a corresponding payment (see L<FS::cust_pay>).
3850 sub cust_pay_pending_attempt {
3852 return $self->num_cust_pay_pending_attempt unless wantarray;
3853 sort { $a->_date <=> $b->_date }
3854 qsearch( 'cust_pay_pending', {
3855 'custnum' => $self->custnum,
3862 =item num_cust_pay_pending
3864 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3865 customer (without status "done"). Also called automatically when the
3866 cust_pay_pending method is used in a scalar context.
3870 sub num_cust_pay_pending {
3873 " SELECT COUNT(*) FROM cust_pay_pending ".
3874 " WHERE custnum = ? AND status != 'done' ",
3879 =item num_cust_pay_pending_attempt
3881 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3882 customer, with status "done" but without a corresp. Also called automatically when the
3883 cust_pay_pending method is used in a scalar context.
3887 sub num_cust_pay_pending_attempt {
3890 " SELECT COUNT(*) FROM cust_pay_pending ".
3891 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3898 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3904 map { $_ } #return $self->num_cust_refund unless wantarray;
3905 sort { $a->_date <=> $b->_date }
3906 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3909 =item display_custnum
3911 Returns the displayed customer number for this customer: agent_custid if
3912 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3916 sub display_custnum {
3919 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3920 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3921 if ( $special eq 'CoStAg' ) {
3922 $prefix = uc( join('',
3924 ($self->state =~ /^(..)/),
3925 $prefix || ($self->agent->agent =~ /^(..)/)
3928 elsif ( $special eq 'CoStCl' ) {
3929 $prefix = uc( join('',
3931 ($self->state =~ /^(..)/),
3932 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3935 # add any others here if needed
3938 my $length = $conf->config('cust_main-custnum-display_length');
3939 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3940 return $self->agent_custid;
3941 } elsif ( $prefix ) {
3942 $length = 8 if !defined($length);
3944 sprintf('%0'.$length.'d', $self->custnum)
3945 } elsif ( $length ) {
3946 return sprintf('%0'.$length.'d', $self->custnum);
3948 return $self->custnum;
3954 Returns a name string for this customer, either "Company (Last, First)" or
3961 my $name = $self->contact;
3962 $name = $self->company. " ($name)" if $self->company;
3966 =item service_contact
3968 Returns the L<FS::contact> object for this customer that has the 'Service'
3969 contact class, or undef if there is no such contact. Deprecated; don't use
3974 sub service_contact {
3976 if ( !exists($self->{service_contact}) ) {
3977 my $classnum = $self->scalar_sql(
3978 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3979 ) || 0; #if it's zero, qsearchs will return nothing
3980 $self->{service_contact} = qsearchs('contact', {
3981 'classnum' => $classnum, 'custnum' => $self->custnum
3984 $self->{service_contact};
3989 Returns a name string for this (service/shipping) contact, either
3990 "Company (Last, First)" or "Last, First".
3997 my $name = $self->ship_contact;
3998 $name = $self->company. " ($name)" if $self->company;
4004 Returns a name string for this customer, either "Company" or "First Last".
4010 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4013 =item ship_name_short
4015 Returns a name string for this (service/shipping) contact, either "Company"
4020 sub ship_name_short {
4022 $self->service_contact
4023 ? $self->ship_contact_firstlast
4029 Returns this customer's full (billing) contact name only, "Last, First"
4035 $self->get('last'). ', '. $self->first;
4040 Returns this customer's full (shipping) contact name only, "Last, First"
4046 my $contact = $self->service_contact || $self;
4047 $contact->get('last') . ', ' . $contact->get('first');
4050 =item contact_firstlast
4052 Returns this customers full (billing) contact name only, "First Last".
4056 sub contact_firstlast {
4058 $self->first. ' '. $self->get('last');
4061 =item ship_contact_firstlast
4063 Returns this customer's full (shipping) contact name only, "First Last".
4067 sub ship_contact_firstlast {
4069 my $contact = $self->service_contact || $self;
4070 $contact->get('first') . ' '. $contact->get('last');
4073 #XXX this doesn't work in 3.x+
4076 #Returns this customer's full country name
4082 # code2country($self->country);
4085 =item county_state_county [ PREFIX ]
4087 Returns a string consisting of just the county, state and country.
4091 sub county_state_country {
4094 if ( @_ && $_[0] && $self->has_ship_address ) {
4095 $locationnum = $self->ship_locationnum;
4097 $locationnum = $self->bill_locationnum;
4099 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4100 $cust_location->county_state_country;
4103 =item geocode DATA_VENDOR
4105 Returns a value for the customer location as encoded by DATA_VENDOR.
4106 Currently this only makes sense for "CCH" as DATA_VENDOR.
4114 Returns a status string for this customer, currently:
4118 =item prospect - No packages have ever been ordered
4120 =item ordered - Recurring packages all are new (not yet billed).
4122 =item active - One or more recurring packages is active
4124 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4126 =item suspended - All non-cancelled recurring packages are suspended
4128 =item cancelled - All recurring packages are cancelled
4132 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4133 cust_main-status_module configuration option.
4137 sub status { shift->cust_status(@_); }
4141 for my $status ( FS::cust_main->statuses() ) {
4142 my $method = $status.'_sql';
4143 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4144 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4145 $sth->execute( ($self->custnum) x $numnum )
4146 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4147 return $status if $sth->fetchrow_arrayref->[0];
4151 =item ucfirst_cust_status
4153 =item ucfirst_status
4155 Returns the status with the first character capitalized.
4159 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4161 sub ucfirst_cust_status {
4163 ucfirst($self->cust_status);
4168 Returns a hex triplet color string for this customer's status.
4172 sub statuscolor { shift->cust_statuscolor(@_); }
4174 sub cust_statuscolor {
4176 __PACKAGE__->statuscolors->{$self->cust_status};
4181 Returns an array of hashes representing the customer's RT tickets.
4188 my $num = $conf->config('cust_main-max_tickets') || 10;
4191 if ( $conf->config('ticket_system') ) {
4192 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4194 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4198 foreach my $priority (
4199 $conf->config('ticket_system-custom_priority_field-values'), ''
4201 last if scalar(@tickets) >= $num;
4203 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4204 $num - scalar(@tickets),
4214 # Return services representing svc_accts in customer support packages
4215 sub support_services {
4217 my %packages = map { $_ => 1 } $conf->config('support_packages');
4219 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4220 grep { $_->part_svc->svcdb eq 'svc_acct' }
4221 map { $_->cust_svc }
4222 grep { exists $packages{ $_->pkgpart } }
4223 $self->ncancelled_pkgs;
4227 # Return a list of latitude/longitude for one of the services (if any)
4228 sub service_coordinates {
4232 grep { $_->latitude && $_->longitude }
4234 map { $_->cust_svc }
4235 $self->ncancelled_pkgs;
4237 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4242 Returns a masked version of the named field
4247 my ($self,$field) = @_;
4251 'x'x(length($self->getfield($field))-4).
4252 substr($self->getfield($field), (length($self->getfield($field))-4));
4258 =head1 CLASS METHODS
4264 Class method that returns the list of possible status strings for customers
4265 (see L<the status method|/status>). For example:
4267 @statuses = FS::cust_main->statuses();
4273 keys %{ $self->statuscolors };
4276 =item cust_status_sql
4278 Returns an SQL fragment to determine the status of a cust_main record, as a
4283 sub cust_status_sql {
4285 for my $status ( FS::cust_main->statuses() ) {
4286 my $method = $status.'_sql';
4287 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4296 Returns an SQL expression identifying prospective cust_main records (customers
4297 with no packages ever ordered)
4301 use vars qw($select_count_pkgs);
4302 $select_count_pkgs =
4303 "SELECT COUNT(*) FROM cust_pkg
4304 WHERE cust_pkg.custnum = cust_main.custnum";
4306 sub select_count_pkgs_sql {
4311 " 0 = ( $select_count_pkgs ) ";
4316 Returns an SQL expression identifying ordered cust_main records (customers with
4317 no active packages, but recurring packages not yet setup or one time charges
4323 FS::cust_main->none_active_sql.
4324 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4329 Returns an SQL expression identifying active cust_main records (customers with
4330 active recurring packages).
4335 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4338 =item none_active_sql
4340 Returns an SQL expression identifying cust_main records with no active
4341 recurring packages. This includes customers of status prospect, ordered,
4342 inactive, and suspended.
4346 sub none_active_sql {
4347 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4352 Returns an SQL expression identifying inactive cust_main records (customers with
4353 no active recurring packages, but otherwise unsuspended/uncancelled).
4358 FS::cust_main->none_active_sql.
4359 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4365 Returns an SQL expression identifying suspended cust_main records.
4370 sub suspended_sql { susp_sql(@_); }
4372 FS::cust_main->none_active_sql.
4373 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4379 Returns an SQL expression identifying cancelled cust_main records.
4383 sub cancel_sql { shift->cancelled_sql(@_); }
4386 =item uncancelled_sql
4388 Returns an SQL expression identifying un-cancelled cust_main records.
4392 sub uncancelled_sql { uncancel_sql(@_); }
4393 sub uncancel_sql { "
4394 ( 0 < ( $select_count_pkgs
4395 AND ( cust_pkg.cancel IS NULL
4396 OR cust_pkg.cancel = 0
4399 OR 0 = ( $select_count_pkgs )
4405 Returns an SQL fragment to retreive the balance.
4410 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4411 WHERE cust_bill.custnum = cust_main.custnum )
4412 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4413 WHERE cust_pay.custnum = cust_main.custnum )
4414 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4415 WHERE cust_credit.custnum = cust_main.custnum )
4416 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4417 WHERE cust_refund.custnum = cust_main.custnum )
4420 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4422 Returns an SQL fragment to retreive the balance for this customer, optionally
4423 considering invoices with date earlier than START_TIME, and not
4424 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4425 total_unapplied_payments).
4427 Times are specified as SQL fragments or numeric
4428 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4429 L<Date::Parse> for conversion functions. The empty string can be passed
4430 to disable that time constraint completely.
4432 Available options are:
4436 =item unapplied_date
4438 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)
4443 set to true to remove all customer comparison clauses, for totals
4448 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4453 JOIN clause (typically used with the total option)
4457 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4458 time will be ignored. Note that START_TIME and END_TIME only limit the date
4459 range for invoices and I<unapplied> payments, credits, and refunds.
4465 sub balance_date_sql {
4466 my( $class, $start, $end, %opt ) = @_;
4468 my $cutoff = $opt{'cutoff'};
4470 my $owed = FS::cust_bill->owed_sql($cutoff);
4471 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4472 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4473 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4475 my $j = $opt{'join'} || '';
4477 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4478 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4479 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4480 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4482 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4483 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4484 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4485 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4490 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4492 Returns an SQL fragment to retreive the total unapplied payments for this
4493 customer, only considering payments with date earlier than START_TIME, and
4494 optionally not later than END_TIME.
4496 Times are specified as SQL fragments or numeric
4497 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4498 L<Date::Parse> for conversion functions. The empty string can be passed
4499 to disable that time constraint completely.
4501 Available options are:
4505 sub unapplied_payments_date_sql {
4506 my( $class, $start, $end, %opt ) = @_;
4508 my $cutoff = $opt{'cutoff'};
4510 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4512 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4513 'unapplied_date'=>1 );
4515 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4518 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4520 Helper method for balance_date_sql; name (and usage) subject to change
4521 (suggestions welcome).
4523 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4524 cust_refund, cust_credit or cust_pay).
4526 If TABLE is "cust_bill" or the unapplied_date option is true, only
4527 considers records with date earlier than START_TIME, and optionally not
4528 later than END_TIME .
4532 sub _money_table_where {
4533 my( $class, $table, $start, $end, %opt ) = @_;
4536 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4537 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4538 push @where, "$table._date <= $start" if defined($start) && length($start);
4539 push @where, "$table._date > $end" if defined($end) && length($end);
4541 push @where, @{$opt{'where'}} if $opt{'where'};
4542 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4548 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4549 use FS::cust_main::Search;
4552 FS::cust_main::Search->search(@_);
4567 #warn join('-',keys %$param);
4568 my $fh = $param->{filehandle};
4569 my $agentnum = $param->{agentnum};
4570 my $format = $param->{format};
4572 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4575 if ( $format eq 'simple' ) {
4576 @fields = qw( custnum agent_custid amount pkg );
4578 die "unknown format $format";
4581 eval "use Text::CSV_XS;";
4584 my $csv = new Text::CSV_XS;
4591 local $SIG{HUP} = 'IGNORE';
4592 local $SIG{INT} = 'IGNORE';
4593 local $SIG{QUIT} = 'IGNORE';
4594 local $SIG{TERM} = 'IGNORE';
4595 local $SIG{TSTP} = 'IGNORE';
4596 local $SIG{PIPE} = 'IGNORE';
4598 my $oldAutoCommit = $FS::UID::AutoCommit;
4599 local $FS::UID::AutoCommit = 0;
4602 #while ( $columns = $csv->getline($fh) ) {
4604 while ( defined($line=<$fh>) ) {
4606 $csv->parse($line) or do {
4607 $dbh->rollback if $oldAutoCommit;
4608 return "can't parse: ". $csv->error_input();
4611 my @columns = $csv->fields();
4612 #warn join('-',@columns);
4615 foreach my $field ( @fields ) {
4616 $row{$field} = shift @columns;
4619 if ( $row{custnum} && $row{agent_custid} ) {
4620 dbh->rollback if $oldAutoCommit;
4621 return "can't specify custnum with agent_custid $row{agent_custid}";
4625 if ( $row{agent_custid} && $agentnum ) {
4626 %hash = ( 'agent_custid' => $row{agent_custid},
4627 'agentnum' => $agentnum,
4631 if ( $row{custnum} ) {
4632 %hash = ( 'custnum' => $row{custnum} );
4635 unless ( scalar(keys %hash) ) {
4636 $dbh->rollback if $oldAutoCommit;
4637 return "can't find customer without custnum or agent_custid and agentnum";
4640 my $cust_main = qsearchs('cust_main', { %hash } );
4641 unless ( $cust_main ) {
4642 $dbh->rollback if $oldAutoCommit;
4643 my $custnum = $row{custnum} || $row{agent_custid};
4644 return "unknown custnum $custnum";
4647 if ( $row{'amount'} > 0 ) {
4648 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4650 $dbh->rollback if $oldAutoCommit;
4654 } elsif ( $row{'amount'} < 0 ) {
4655 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4658 $dbh->rollback if $oldAutoCommit;
4668 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4670 return "Empty file!" unless $imported;
4676 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4678 Deprecated. Use event notification and message templates
4679 (L<FS::msg_template>) instead.
4681 Sends a templated email notification to the customer (see L<Text::Template>).
4683 OPTIONS is a hash and may include
4685 I<from> - the email sender (default is invoice_from)
4687 I<to> - comma-separated scalar or arrayref of recipients
4688 (default is invoicing_list)
4690 I<subject> - The subject line of the sent email notification
4691 (default is "Notice from company_name")
4693 I<extra_fields> - a hashref of name/value pairs which will be substituted
4696 The following variables are vavailable in the template.
4698 I<$first> - the customer first name
4699 I<$last> - the customer last name
4700 I<$company> - the customer company
4701 I<$payby> - a description of the method of payment for the customer
4702 # would be nice to use FS::payby::shortname
4703 I<$payinfo> - the account information used to collect for this customer
4704 I<$expdate> - the expiration of the customer payment in seconds from epoch
4709 my ($self, $template, %options) = @_;
4711 return unless $conf->exists($template);
4713 my $from = $conf->config('invoice_from', $self->agentnum)
4714 if $conf->exists('invoice_from', $self->agentnum);
4715 $from = $options{from} if exists($options{from});
4717 my $to = join(',', $self->invoicing_list_emailonly);
4718 $to = $options{to} if exists($options{to});
4720 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4721 if $conf->exists('company_name', $self->agentnum);
4722 $subject = $options{subject} if exists($options{subject});
4724 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4725 SOURCE => [ map "$_\n",
4726 $conf->config($template)]
4728 or die "can't create new Text::Template object: Text::Template::ERROR";
4729 $notify_template->compile()
4730 or die "can't compile template: Text::Template::ERROR";
4732 $FS::notify_template::_template::company_name =
4733 $conf->config('company_name', $self->agentnum);
4734 $FS::notify_template::_template::company_address =
4735 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4737 my $paydate = $self->paydate || '2037-12-31';
4738 $FS::notify_template::_template::first = $self->first;
4739 $FS::notify_template::_template::last = $self->last;
4740 $FS::notify_template::_template::company = $self->company;
4741 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4742 my $payby = $self->payby;
4743 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4744 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4746 #credit cards expire at the end of the month/year of their exp date
4747 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4748 $FS::notify_template::_template::payby = 'credit card';
4749 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4750 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4752 }elsif ($payby eq 'COMP') {
4753 $FS::notify_template::_template::payby = 'complimentary account';
4755 $FS::notify_template::_template::payby = 'current method';
4757 $FS::notify_template::_template::expdate = $expire_time;
4759 for (keys %{$options{extra_fields}}){
4761 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4764 send_email(from => $from,
4766 subject => $subject,
4767 body => $notify_template->fill_in( PACKAGE =>
4768 'FS::notify_template::_template' ),
4773 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4775 Generates a templated notification to the customer (see L<Text::Template>).
4777 OPTIONS is a hash and may include
4779 I<extra_fields> - a hashref of name/value pairs which will be substituted
4780 into the template. These values may override values mentioned below
4781 and those from the customer record.
4783 The following variables are available in the template instead of or in addition
4784 to the fields of the customer record.
4786 I<$payby> - a description of the method of payment for the customer
4787 # would be nice to use FS::payby::shortname
4788 I<$payinfo> - the masked account information used to collect for this customer
4789 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4790 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4794 # a lot like cust_bill::print_latex
4795 sub generate_letter {
4796 my ($self, $template, %options) = @_;
4798 return unless $conf->exists($template);
4800 my $letter_template = new Text::Template
4802 SOURCE => [ map "$_\n", $conf->config($template)],
4803 DELIMITERS => [ '[@--', '--@]' ],
4805 or die "can't create new Text::Template object: Text::Template::ERROR";
4807 $letter_template->compile()
4808 or die "can't compile template: Text::Template::ERROR";
4810 my %letter_data = map { $_ => $self->$_ } $self->fields;
4811 $letter_data{payinfo} = $self->mask_payinfo;
4813 #my $paydate = $self->paydate || '2037-12-31';
4814 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4816 my $payby = $self->payby;
4817 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4818 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4820 #credit cards expire at the end of the month/year of their exp date
4821 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4822 $letter_data{payby} = 'credit card';
4823 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4824 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4826 }elsif ($payby eq 'COMP') {
4827 $letter_data{payby} = 'complimentary account';
4829 $letter_data{payby} = 'current method';
4831 $letter_data{expdate} = $expire_time;
4833 for (keys %{$options{extra_fields}}){
4834 $letter_data{$_} = $options{extra_fields}->{$_};
4837 unless(exists($letter_data{returnaddress})){
4838 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4839 $self->agent_template)
4841 if ( length($retadd) ) {
4842 $letter_data{returnaddress} = $retadd;
4843 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4844 $letter_data{returnaddress} =
4845 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4849 ( $conf->config('company_name', $self->agentnum),
4850 $conf->config('company_address', $self->agentnum),
4854 $letter_data{returnaddress} = '~';
4858 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4860 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4862 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4864 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4868 ) or die "can't open temp file: $!\n";
4869 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4870 or die "can't write temp file: $!\n";
4872 $letter_data{'logo_file'} = $lh->filename;
4874 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4878 ) or die "can't open temp file: $!\n";
4880 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4882 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4883 return ($1, $letter_data{'logo_file'});
4887 =item print_ps TEMPLATE
4889 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4895 my($file, $lfile) = $self->generate_letter(@_);
4896 my $ps = FS::Misc::generate_ps($file);
4897 unlink($file.'.tex');
4903 =item print TEMPLATE
4905 Prints the filled in template.
4907 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4911 sub queueable_print {
4914 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4915 or die "invalid customer number: " . $opt{custvnum};
4917 my $error = $self->print( $opt{template} );
4918 die $error if $error;
4922 my ($self, $template) = (shift, shift);
4924 [ $self->print_ps($template) ],
4925 'agentnum' => $self->agentnum,
4929 #these three subs should just go away once agent stuff is all config overrides
4931 sub agent_template {
4933 $self->_agent_plandata('agent_templatename');
4936 sub agent_invoice_from {
4938 $self->_agent_plandata('agent_invoice_from');
4941 sub _agent_plandata {
4942 my( $self, $option ) = @_;
4944 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4945 #agent-specific Conf
4947 use FS::part_event::Condition;
4949 my $agentnum = $self->agentnum;
4951 my $regexp = regexp_sql();
4953 my $part_event_option =
4955 'select' => 'part_event_option.*',
4956 'table' => 'part_event_option',
4958 LEFT JOIN part_event USING ( eventpart )
4959 LEFT JOIN part_event_option AS peo_agentnum
4960 ON ( part_event.eventpart = peo_agentnum.eventpart
4961 AND peo_agentnum.optionname = 'agentnum'
4962 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4964 LEFT JOIN part_event_condition
4965 ON ( part_event.eventpart = part_event_condition.eventpart
4966 AND part_event_condition.conditionname = 'cust_bill_age'
4968 LEFT JOIN part_event_condition_option
4969 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4970 AND part_event_condition_option.optionname = 'age'
4973 #'hashref' => { 'optionname' => $option },
4974 #'hashref' => { 'part_event_option.optionname' => $option },
4976 " WHERE part_event_option.optionname = ". dbh->quote($option).
4977 " AND action = 'cust_bill_send_agent' ".
4978 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4979 " AND peo_agentnum.optionname = 'agentnum' ".
4980 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4982 CASE WHEN part_event_condition_option.optionname IS NULL
4984 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4986 , part_event.weight".
4990 unless ( $part_event_option ) {
4991 return $self->agent->invoice_template || ''
4992 if $option eq 'agent_templatename';
4996 $part_event_option->optionvalue;
5000 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5002 Subroutine (not a method), designed to be called from the queue.
5004 Takes a list of options and values.
5006 Pulls up the customer record via the custnum option and calls bill_and_collect.
5011 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5013 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5014 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5016 $cust_main->bill_and_collect( %args );
5019 sub process_bill_and_collect {
5021 my $param = thaw(decode_base64(shift));
5022 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5023 or die "custnum '$param->{custnum}' not found!\n";
5024 $param->{'job'} = $job;
5025 $param->{'fatal'} = 1; # runs from job queue, will be caught
5026 $param->{'retry'} = 1;
5028 $cust_main->bill_and_collect( %$param );
5031 #starting to take quite a while for big dbs
5032 # (JRNL: journaled so it only happens once per database)
5033 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5034 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5035 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5036 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5037 # JRNL leading/trailing spaces in first, last, company
5038 # - otaker upgrade? journal and call it good? (double check to make sure
5039 # we're not still setting otaker here)
5041 #only going to get worse with new location stuff...
5043 sub _upgrade_data { #class method
5044 my ($class, %opts) = @_;
5047 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5050 #this seems to be the only expensive one.. why does it take so long?
5051 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5053 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5054 FS::upgrade_journal->set_done('cust_main__signupdate');
5057 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5059 # fix yyyy-m-dd formatted paydates
5060 if ( driver_name =~ /^mysql/i ) {
5062 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5063 } else { # the SQL standard
5065 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5067 FS::upgrade_journal->set_done('cust_main__paydate');
5070 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5072 push @statements, #fix the weird BILL with a cc# in payinfo problem
5074 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5076 FS::upgrade_journal->set_done('cust_main__payinfo');
5081 foreach my $sql ( @statements ) {
5082 my $sth = dbh->prepare($sql) or die dbh->errstr;
5083 $sth->execute or die $sth->errstr;
5084 #warn ( (time - $t). " seconds\n" );
5088 local($ignore_expired_card) = 1;
5089 local($ignore_banned_card) = 1;
5090 local($skip_fuzzyfiles) = 1;
5091 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5093 FS::cust_main::Location->_upgrade_data(%opts);
5095 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5097 foreach my $cust_main ( qsearch({
5098 'table' => 'cust_main',
5100 'extra_sql' => 'WHERE '.
5102 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5103 qw( first last company )
5106 my $error = $cust_main->replace;
5107 die $error if $error;
5110 FS::upgrade_journal->set_done('cust_main__trimspaces');
5114 $class->_upgrade_otaker(%opts);
5124 The delete method should possibly take an FS::cust_main object reference
5125 instead of a scalar customer number.
5127 Bill and collect options should probably be passed as references instead of a
5130 There should probably be a configuration file with a list of allowed credit
5133 No multiple currency support (probably a larger project than just this module).
5135 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5137 Birthdates rely on negative epoch values.
5139 The payby for card/check batches is broken. With mixed batching, bad
5142 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5146 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5147 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5148 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.