5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
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( getotaker 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::legacy_cust_bill;
47 use FS::cust_pay_pending;
48 use FS::cust_pay_void;
49 use FS::cust_pay_batch;
52 use FS::part_referral;
53 use FS::cust_main_county;
54 use FS::cust_location;
56 use FS::cust_main_exemption;
57 use FS::cust_tax_adjustment;
58 use FS::cust_tax_location;
60 use FS::cust_main_invoice;
62 use FS::prepay_credit;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
71 use FS::cust_main_note;
72 use FS::cust_attachment;
75 use FS::upgrade_journal;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
85 $ignore_banned_card = 0;
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('payinfo', 'paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
200 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
204 Payment Information (See L<FS::payinfo_Mixin> for data format)
208 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
212 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
216 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
220 Start date month (maestro/solo cards only)
224 Start date year (maestro/solo cards only)
228 Issue number (maestro/solo cards only)
232 Name on card or billing name
236 IP address from which payment information was received
240 Tax exempt, empty or `Y'
244 Order taker (see L<FS::access_user>)
250 =item referral_custnum
252 Referring customer number
256 Enable individual CDR spooling, empty or `Y'
260 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
264 Discourage individual CDR printing, empty or `Y'
268 Allow self-service editing of ticket subjects, empty or 'Y'
270 =item calling_list_exempt
272 Do not call, empty or 'Y'
282 Creates a new customer. To add the customer to the database, see L<"insert">.
284 Note that this stores the hash reference, not a distinct copy of the hash it
285 points to. You can ask the object for a copy with the I<hash> method.
289 sub table { 'cust_main'; }
291 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
293 Adds this customer to the database. If there is an error, returns the error,
294 otherwise returns false.
296 Usually the customer's location will not yet exist in the database, and
297 the C<bill_location> and C<ship_location> pseudo-fields must be set to
298 uninserted L<FS::cust_location> objects. These will be inserted and linked
299 (in both directions) to the new customer record. If they're references
300 to the same object, they will become the same location.
302 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
303 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
304 are inserted atomicly, or the transaction is rolled back. Passing an empty
305 hash reference is equivalent to not supplying this parameter. There should be
306 a better explanation of this, but until then, here's an example:
309 tie %hash, 'Tie::RefHash'; #this part is important
311 $cust_pkg => [ $svc_acct ],
314 $cust_main->insert( \%hash );
316 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
317 be set as the invoicing list (see L<"invoicing_list">). Errors return as
318 expected and rollback the entire transaction; it is not necessary to call
319 check_invoicing_list first. The invoicing_list is set after the records in the
320 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
321 invoicing_list destination to the newly-created svc_acct. Here's an example:
323 $cust_main->insert( {}, [ $email, 'POST' ] );
325 Currently available options are: I<depend_jobnum>, I<noexport>,
326 I<tax_exemption> and I<prospectnum>.
328 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
329 on the supplied jobnum (they will not run until the specific job completes).
330 This can be used to defer provisioning until some action completes (such
331 as running the customer's credit card successfully).
333 The I<noexport> option is deprecated. If I<noexport> is set true, no
334 provisioning jobs (exports) are scheduled. (You can schedule them later with
335 the B<reexport> method.)
337 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
338 of tax names and exemption numbers. FS::cust_main_exemption records will be
339 created and inserted.
341 If I<prospectnum> is set, moves contacts and locations from that prospect.
347 my $cust_pkgs = @_ ? shift : {};
348 my $invoicing_list = @_ ? shift : '';
350 warn "$me insert called with options ".
351 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
354 local $SIG{HUP} = 'IGNORE';
355 local $SIG{INT} = 'IGNORE';
356 local $SIG{QUIT} = 'IGNORE';
357 local $SIG{TERM} = 'IGNORE';
358 local $SIG{TSTP} = 'IGNORE';
359 local $SIG{PIPE} = 'IGNORE';
361 my $oldAutoCommit = $FS::UID::AutoCommit;
362 local $FS::UID::AutoCommit = 0;
365 my $prepay_identifier = '';
366 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
368 if ( $self->payby eq 'PREPAY' ) {
370 $self->payby('BILL');
371 $prepay_identifier = $self->payinfo;
374 warn " looking up prepaid card $prepay_identifier\n"
377 my $error = $self->get_prepay( $prepay_identifier,
378 'amount_ref' => \$amount,
379 'seconds_ref' => \$seconds,
380 'upbytes_ref' => \$upbytes,
381 'downbytes_ref' => \$downbytes,
382 'totalbytes_ref' => \$totalbytes,
385 $dbh->rollback if $oldAutoCommit;
386 #return "error applying prepaid card (transaction rolled back): $error";
390 $payby = 'PREP' if $amount;
392 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
395 $self->payby('BILL');
396 $amount = $self->paid;
401 foreach my $l (qw(bill_location ship_location)) {
402 my $loc = delete $self->hashref->{$l};
403 # XXX if we're moving a prospect's locations, do that here
408 if ( !$loc->locationnum ) {
409 # warn the location that we're going to insert it with no custnum
410 $loc->set(custnum_pending => 1);
411 warn " inserting $l\n"
413 my $error = $loc->insert;
415 $dbh->rollback if $oldAutoCommit;
416 my $label = $l eq 'ship_location' ? 'service' : 'billing';
417 return "$error (in $label location)";
420 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
421 # then it somehow belongs to another customer--shouldn't happen
422 $dbh->rollback if $oldAutoCommit;
423 return "$l belongs to customer ".$loc->custnum;
425 # else it already belongs to this customer
426 # (happens when ship_location is identical to bill_location)
428 $self->set($l.'num', $loc->locationnum);
430 if ( $self->get($l.'num') eq '' ) {
431 $dbh->rollback if $oldAutoCommit;
436 warn " inserting $self\n"
439 $self->signupdate(time) unless $self->signupdate;
441 $self->auto_agent_custid()
442 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
444 my $error = $self->SUPER::insert;
446 $dbh->rollback if $oldAutoCommit;
447 #return "inserting cust_main record (transaction rolled back): $error";
451 # now set cust_location.custnum
452 foreach my $l (qw(bill_location ship_location)) {
453 warn " setting $l.custnum\n"
456 $loc->set(custnum => $self->custnum);
457 $error ||= $loc->replace;
460 $dbh->rollback if $oldAutoCommit;
461 return "error setting $l custnum: $error";
465 warn " setting invoicing list\n"
468 if ( $invoicing_list ) {
469 $error = $self->check_invoicing_list( $invoicing_list );
471 $dbh->rollback if $oldAutoCommit;
472 #return "checking invoicing_list (transaction rolled back): $error";
475 $self->invoicing_list( $invoicing_list );
478 warn " setting customer tags\n"
481 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
482 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
483 'custnum' => $self->custnum };
484 my $error = $cust_tag->insert;
486 $dbh->rollback if $oldAutoCommit;
491 my $prospectnum = delete $options{'prospectnum'};
492 if ( $prospectnum ) {
494 warn " moving contacts and locations from prospect $prospectnum\n"
498 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
499 unless ( $prospect_main ) {
500 $dbh->rollback if $oldAutoCommit;
501 return "Unknown prospectnum $prospectnum";
503 $prospect_main->custnum($self->custnum);
504 $prospect_main->disabled('Y');
505 my $error = $prospect_main->replace;
507 $dbh->rollback if $oldAutoCommit;
511 my @contact = $prospect_main->contact;
512 my @cust_location = $prospect_main->cust_location;
513 my @qual = $prospect_main->qual;
515 foreach my $r ( @contact, @cust_location, @qual ) {
517 $r->custnum($self->custnum);
518 my $error = $r->replace;
520 $dbh->rollback if $oldAutoCommit;
527 warn " setting cust_main_exemption\n"
530 my $tax_exemption = delete $options{'tax_exemption'};
531 if ( $tax_exemption ) {
533 $tax_exemption = { map { $_ => '' } @$tax_exemption }
534 if ref($tax_exemption) eq 'ARRAY';
536 foreach my $taxname ( keys %$tax_exemption ) {
537 my $cust_main_exemption = new FS::cust_main_exemption {
538 'custnum' => $self->custnum,
539 'taxname' => $taxname,
540 'exempt_number' => $tax_exemption->{$taxname},
542 my $error = $cust_main_exemption->insert;
544 $dbh->rollback if $oldAutoCommit;
545 return "inserting cust_main_exemption (transaction rolled back): $error";
550 if ( $self->can('start_copy_skel') ) {
551 my $error = $self->start_copy_skel;
553 $dbh->rollback if $oldAutoCommit;
558 warn " ordering packages\n"
561 $error = $self->order_pkgs( $cust_pkgs,
563 'seconds_ref' => \$seconds,
564 'upbytes_ref' => \$upbytes,
565 'downbytes_ref' => \$downbytes,
566 'totalbytes_ref' => \$totalbytes,
569 $dbh->rollback if $oldAutoCommit;
574 $dbh->rollback if $oldAutoCommit;
575 return "No svc_acct record to apply pre-paid time";
577 if ( $upbytes || $downbytes || $totalbytes ) {
578 $dbh->rollback if $oldAutoCommit;
579 return "No svc_acct record to apply pre-paid data";
583 warn " inserting initial $payby payment of $amount\n"
585 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
587 $dbh->rollback if $oldAutoCommit;
588 return "inserting payment (transaction rolled back): $error";
592 unless ( $import || $skip_fuzzyfiles ) {
593 warn " queueing fuzzyfiles update\n"
595 $error = $self->queue_fuzzyfiles_update;
597 $dbh->rollback if $oldAutoCommit;
598 return "updating fuzzy search cache: $error";
602 # FS::geocode_Mixin::after_insert or something?
603 if ( $conf->config('tax_district_method') and !$import ) {
604 # if anything non-empty, try to look it up
605 my $queue = new FS::queue {
606 'job' => 'FS::geocode_Mixin::process_district_update',
607 'custnum' => $self->custnum,
609 my $error = $queue->insert( ref($self), $self->custnum );
611 $dbh->rollback if $oldAutoCommit;
612 return "queueing tax district update: $error";
617 warn " exporting\n" if $DEBUG > 1;
619 my $export_args = $options{'export_args'} || [];
622 map qsearch( 'part_export', {exportnum=>$_} ),
623 $conf->config('cust_main-exports'); #, $agentnum
625 foreach my $part_export ( @part_export ) {
626 my $error = $part_export->export_insert($self, @$export_args);
628 $dbh->rollback if $oldAutoCommit;
629 return "exporting to ". $part_export->exporttype.
630 " (transaction rolled back): $error";
634 #foreach my $depend_jobnum ( @$depend_jobnums ) {
635 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
637 # foreach my $jobnum ( @jobnums ) {
638 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
639 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
641 # my $error = $queue->depend_insert($depend_jobnum);
643 # $dbh->rollback if $oldAutoCommit;
644 # return "error queuing job dependancy: $error";
651 #if ( exists $options{'jobnums'} ) {
652 # push @{ $options{'jobnums'} }, @jobnums;
655 warn " insert complete; committing transaction\n"
658 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
663 use File::CounterFile;
664 sub auto_agent_custid {
667 my $format = $conf->config('cust_main-auto_agent_custid');
669 if ( $format eq '1YMMXXXXXXXX' ) {
671 my $counter = new File::CounterFile 'cust_main.agent_custid';
674 my $ym = 100000000000 + time2str('%y%m00000000', time);
675 if ( $ym > $counter->value ) {
676 $counter->{'value'} = $agent_custid = $ym;
677 $counter->{'updated'} = 1;
679 $agent_custid = $counter->inc;
685 die "Unknown cust_main-auto_agent_custid format: $format";
688 $self->agent_custid($agent_custid);
692 =item PACKAGE METHODS
694 Documentation on customer package methods has been moved to
695 L<FS::cust_main::Packages>.
697 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
699 Recharges this (existing) customer with the specified prepaid card (see
700 L<FS::prepay_credit>), specified either by I<identifier> or as an
701 FS::prepay_credit object. If there is an error, returns the error, otherwise
704 Optionally, five scalar references can be passed as well. They will have their
705 values filled in with the amount, number of seconds, and number of upload,
706 download, and total bytes applied by this prepaid card.
710 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
711 #the only place that uses these args
712 sub recharge_prepay {
713 my( $self, $prepay_credit, $amountref, $secondsref,
714 $upbytesref, $downbytesref, $totalbytesref ) = @_;
716 local $SIG{HUP} = 'IGNORE';
717 local $SIG{INT} = 'IGNORE';
718 local $SIG{QUIT} = 'IGNORE';
719 local $SIG{TERM} = 'IGNORE';
720 local $SIG{TSTP} = 'IGNORE';
721 local $SIG{PIPE} = 'IGNORE';
723 my $oldAutoCommit = $FS::UID::AutoCommit;
724 local $FS::UID::AutoCommit = 0;
727 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
729 my $error = $self->get_prepay( $prepay_credit,
730 'amount_ref' => \$amount,
731 'seconds_ref' => \$seconds,
732 'upbytes_ref' => \$upbytes,
733 'downbytes_ref' => \$downbytes,
734 'totalbytes_ref' => \$totalbytes,
736 || $self->increment_seconds($seconds)
737 || $self->increment_upbytes($upbytes)
738 || $self->increment_downbytes($downbytes)
739 || $self->increment_totalbytes($totalbytes)
740 || $self->insert_cust_pay_prepay( $amount,
742 ? $prepay_credit->identifier
747 $dbh->rollback if $oldAutoCommit;
751 if ( defined($amountref) ) { $$amountref = $amount; }
752 if ( defined($secondsref) ) { $$secondsref = $seconds; }
753 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
754 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
755 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
757 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
762 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
764 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
765 specified either by I<identifier> or as an FS::prepay_credit object.
767 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
768 incremented by the values of the prepaid card.
770 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
771 check or set this customer's I<agentnum>.
773 If there is an error, returns the error, otherwise returns false.
779 my( $self, $prepay_credit, %opt ) = @_;
781 local $SIG{HUP} = 'IGNORE';
782 local $SIG{INT} = 'IGNORE';
783 local $SIG{QUIT} = 'IGNORE';
784 local $SIG{TERM} = 'IGNORE';
785 local $SIG{TSTP} = 'IGNORE';
786 local $SIG{PIPE} = 'IGNORE';
788 my $oldAutoCommit = $FS::UID::AutoCommit;
789 local $FS::UID::AutoCommit = 0;
792 unless ( ref($prepay_credit) ) {
794 my $identifier = $prepay_credit;
796 $prepay_credit = qsearchs(
798 { 'identifier' => $identifier },
803 unless ( $prepay_credit ) {
804 $dbh->rollback if $oldAutoCommit;
805 return "Invalid prepaid card: ". $identifier;
810 if ( $prepay_credit->agentnum ) {
811 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
812 $dbh->rollback if $oldAutoCommit;
813 return "prepaid card not valid for agent ". $self->agentnum;
815 $self->agentnum($prepay_credit->agentnum);
818 my $error = $prepay_credit->delete;
820 $dbh->rollback if $oldAutoCommit;
821 return "removing prepay_credit (transaction rolled back): $error";
824 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
825 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
827 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
832 =item increment_upbytes SECONDS
834 Updates this customer's single or primary account (see L<FS::svc_acct>) by
835 the specified number of upbytes. If there is an error, returns the error,
836 otherwise returns false.
840 sub increment_upbytes {
841 _increment_column( shift, 'upbytes', @_);
844 =item increment_downbytes SECONDS
846 Updates this customer's single or primary account (see L<FS::svc_acct>) by
847 the specified number of downbytes. If there is an error, returns the error,
848 otherwise returns false.
852 sub increment_downbytes {
853 _increment_column( shift, 'downbytes', @_);
856 =item increment_totalbytes SECONDS
858 Updates this customer's single or primary account (see L<FS::svc_acct>) by
859 the specified number of totalbytes. If there is an error, returns the error,
860 otherwise returns false.
864 sub increment_totalbytes {
865 _increment_column( shift, 'totalbytes', @_);
868 =item increment_seconds SECONDS
870 Updates this customer's single or primary account (see L<FS::svc_acct>) by
871 the specified number of seconds. If there is an error, returns the error,
872 otherwise returns false.
876 sub increment_seconds {
877 _increment_column( shift, 'seconds', @_);
880 =item _increment_column AMOUNT
882 Updates this customer's single or primary account (see L<FS::svc_acct>) by
883 the specified number of seconds or bytes. If there is an error, returns
884 the error, otherwise returns false.
888 sub _increment_column {
889 my( $self, $column, $amount ) = @_;
890 warn "$me increment_column called: $column, $amount\n"
893 return '' unless $amount;
895 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
896 $self->ncancelled_pkgs;
899 return 'No packages with primary or single services found'.
900 ' to apply pre-paid time';
901 } elsif ( scalar(@cust_pkg) > 1 ) {
902 #maybe have a way to specify the package/account?
903 return 'Multiple packages found to apply pre-paid time';
906 my $cust_pkg = $cust_pkg[0];
907 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
911 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
914 return 'No account found to apply pre-paid time';
915 } elsif ( scalar(@cust_svc) > 1 ) {
916 return 'Multiple accounts found to apply pre-paid time';
919 my $svc_acct = $cust_svc[0]->svc_x;
920 warn " found service svcnum ". $svc_acct->pkgnum.
921 ' ('. $svc_acct->email. ")\n"
924 $column = "increment_$column";
925 $svc_acct->$column($amount);
929 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
931 Inserts a prepayment in the specified amount for this customer. An optional
932 second argument can specify the prepayment identifier for tracking purposes.
933 If there is an error, returns the error, otherwise returns false.
937 sub insert_cust_pay_prepay {
938 shift->insert_cust_pay('PREP', @_);
941 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
943 Inserts a cash payment in the specified amount for this customer. An optional
944 second argument can specify the payment identifier for tracking purposes.
945 If there is an error, returns the error, otherwise returns false.
949 sub insert_cust_pay_cash {
950 shift->insert_cust_pay('CASH', @_);
953 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
955 Inserts a Western Union payment in the specified amount for this customer. An
956 optional second argument can specify the prepayment identifier for tracking
957 purposes. If there is an error, returns the error, otherwise returns false.
961 sub insert_cust_pay_west {
962 shift->insert_cust_pay('WEST', @_);
965 sub insert_cust_pay {
966 my( $self, $payby, $amount ) = splice(@_, 0, 3);
967 my $payinfo = scalar(@_) ? shift : '';
969 my $cust_pay = new FS::cust_pay {
970 'custnum' => $self->custnum,
971 'paid' => sprintf('%.2f', $amount),
972 #'_date' => #date the prepaid card was purchased???
974 'payinfo' => $payinfo,
982 This method is deprecated. See the I<depend_jobnum> option to the insert and
983 order_pkgs methods for a better way to defer provisioning.
985 Re-schedules all exports by calling the B<reexport> method of all associated
986 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
987 otherwise returns false.
994 carp "WARNING: FS::cust_main::reexport is deprectated; ".
995 "use the depend_jobnum option to insert or order_pkgs to delay export";
997 local $SIG{HUP} = 'IGNORE';
998 local $SIG{INT} = 'IGNORE';
999 local $SIG{QUIT} = 'IGNORE';
1000 local $SIG{TERM} = 'IGNORE';
1001 local $SIG{TSTP} = 'IGNORE';
1002 local $SIG{PIPE} = 'IGNORE';
1004 my $oldAutoCommit = $FS::UID::AutoCommit;
1005 local $FS::UID::AutoCommit = 0;
1008 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1009 my $error = $cust_pkg->reexport;
1011 $dbh->rollback if $oldAutoCommit;
1016 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1021 =item delete [ OPTION => VALUE ... ]
1023 This deletes the customer. If there is an error, returns the error, otherwise
1026 This will completely remove all traces of the customer record. This is not
1027 what you want when a customer cancels service; for that, cancel all of the
1028 customer's packages (see L</cancel>).
1030 If the customer has any uncancelled packages, you need to pass a new (valid)
1031 customer number for those packages to be transferred to, as the "new_customer"
1032 option. Cancelled packages will be deleted. Did I mention that this is NOT
1033 what you want when a customer cancels service and that you really should be
1034 looking at L<FS::cust_pkg/cancel>?
1036 You can't delete a customer with invoices (see L<FS::cust_bill>),
1037 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1038 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1039 set the "delete_financials" option to a true value.
1044 my( $self, %opt ) = @_;
1046 local $SIG{HUP} = 'IGNORE';
1047 local $SIG{INT} = 'IGNORE';
1048 local $SIG{QUIT} = 'IGNORE';
1049 local $SIG{TERM} = 'IGNORE';
1050 local $SIG{TSTP} = 'IGNORE';
1051 local $SIG{PIPE} = 'IGNORE';
1053 my $oldAutoCommit = $FS::UID::AutoCommit;
1054 local $FS::UID::AutoCommit = 0;
1057 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1058 $dbh->rollback if $oldAutoCommit;
1059 return "Can't delete a master agent customer";
1062 #use FS::access_user
1063 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1064 $dbh->rollback if $oldAutoCommit;
1065 return "Can't delete a master employee customer";
1068 tie my %financial_tables, 'Tie::IxHash',
1069 'cust_bill' => 'invoices',
1070 'cust_statement' => 'statements',
1071 'cust_credit' => 'credits',
1072 'cust_pay' => 'payments',
1073 'cust_refund' => 'refunds',
1076 foreach my $table ( keys %financial_tables ) {
1078 my @records = $self->$table();
1080 if ( @records && ! $opt{'delete_financials'} ) {
1081 $dbh->rollback if $oldAutoCommit;
1082 return "Can't delete a customer with ". $financial_tables{$table};
1085 foreach my $record ( @records ) {
1086 my $error = $record->delete;
1088 $dbh->rollback if $oldAutoCommit;
1089 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1095 my @cust_pkg = $self->ncancelled_pkgs;
1097 my $new_custnum = $opt{'new_custnum'};
1098 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1099 $dbh->rollback if $oldAutoCommit;
1100 return "Invalid new customer number: $new_custnum";
1102 foreach my $cust_pkg ( @cust_pkg ) {
1103 my %hash = $cust_pkg->hash;
1104 $hash{'custnum'} = $new_custnum;
1105 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1106 my $error = $new_cust_pkg->replace($cust_pkg,
1107 options => { $cust_pkg->options },
1110 $dbh->rollback if $oldAutoCommit;
1115 my @cancelled_cust_pkg = $self->all_pkgs;
1116 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1117 my $error = $cust_pkg->delete;
1119 $dbh->rollback if $oldAutoCommit;
1124 #cust_tax_adjustment in financials?
1125 #cust_pay_pending? ouch
1127 foreach my $table (qw(
1128 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1129 cust_location cust_main_note cust_tax_adjustment
1130 cust_pay_void cust_pay_batch queue cust_tax_exempt
1132 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1133 my $error = $record->delete;
1135 $dbh->rollback if $oldAutoCommit;
1141 my $sth = $dbh->prepare(
1142 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1144 my $errstr = $dbh->errstr;
1145 $dbh->rollback if $oldAutoCommit;
1148 $sth->execute($self->custnum) or do {
1149 my $errstr = $sth->errstr;
1150 $dbh->rollback if $oldAutoCommit;
1156 my $ticket_dbh = '';
1157 if ($conf->config('ticket_system') eq 'RT_Internal') {
1159 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1160 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1161 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1162 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1165 if ( $ticket_dbh ) {
1167 my $ticket_sth = $ticket_dbh->prepare(
1168 'DELETE FROM Links WHERE Target = ?'
1170 my $errstr = $ticket_dbh->errstr;
1171 $dbh->rollback if $oldAutoCommit;
1174 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1176 my $errstr = $ticket_sth->errstr;
1177 $dbh->rollback if $oldAutoCommit;
1181 #check and see if the customer is the only link on the ticket, and
1182 #if so, set the ticket to deleted status in RT?
1183 #maybe someday, for now this will at least fix tickets not displaying
1187 #delete the customer record
1189 my $error = $self->SUPER::delete;
1191 $dbh->rollback if $oldAutoCommit;
1195 # cust_main exports!
1197 #my $export_args = $options{'export_args'} || [];
1200 map qsearch( 'part_export', {exportnum=>$_} ),
1201 $conf->config('cust_main-exports'); #, $agentnum
1203 foreach my $part_export ( @part_export ) {
1204 my $error = $part_export->export_delete( $self ); #, @$export_args);
1206 $dbh->rollback if $oldAutoCommit;
1207 return "exporting to ". $part_export->exporttype.
1208 " (transaction rolled back): $error";
1212 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1217 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1219 This merges this customer into the provided new custnum, and then deletes the
1220 customer. If there is an error, returns the error, otherwise returns false.
1222 The source customer's name, company name, phone numbers, agent,
1223 referring customer, customer class, advertising source, order taker, and
1224 billing information (except balance) are discarded.
1226 All packages are moved to the target customer. Packages with package locations
1227 are preserved. Packages without package locations are moved to a new package
1228 location with the source customer's service/shipping address.
1230 All invoices, statements, payments, credits and refunds are moved to the target
1231 customer. The source customer's balance is added to the target customer.
1233 All notes, attachments, tickets and customer tags are moved to the target
1236 Change history is not currently moved.
1241 my( $self, $new_custnum, %opt ) = @_;
1243 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1245 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1246 return "Invalid new customer number: $new_custnum";
1249 local $SIG{HUP} = 'IGNORE';
1250 local $SIG{INT} = 'IGNORE';
1251 local $SIG{QUIT} = 'IGNORE';
1252 local $SIG{TERM} = 'IGNORE';
1253 local $SIG{TSTP} = 'IGNORE';
1254 local $SIG{PIPE} = 'IGNORE';
1256 my $oldAutoCommit = $FS::UID::AutoCommit;
1257 local $FS::UID::AutoCommit = 0;
1260 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1261 $dbh->rollback if $oldAutoCommit;
1262 return "Can't merge a master agent customer";
1265 #use FS::access_user
1266 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1267 $dbh->rollback if $oldAutoCommit;
1268 return "Can't merge a master employee customer";
1271 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1272 'status' => { op=>'!=', value=>'done' },
1276 $dbh->rollback if $oldAutoCommit;
1277 return "Can't merge a customer with pending payments";
1280 tie my %financial_tables, 'Tie::IxHash',
1281 'cust_bill' => '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 # should be unnecessary--geocode will default to null on new locations
1484 #if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1485 # && $conf->exists('enable_taxproducts')
1488 # my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1490 # $self->set('geocode', '')
1491 # if $old->get($pre.'zip') ne $self->get($pre.'zip')
1492 # && length($self->get($pre.'zip')) >= 10;
1495 # set_coord/coord_auto stuff is now handled by cust_location
1497 local($ignore_expired_card) = 1
1498 if $old->payby =~ /^(CARD|DCRD)$/
1499 && $self->payby =~ /^(CARD|DCRD)$/
1500 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1502 local($ignore_banned_card) = 1
1503 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1504 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1505 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1507 return "Invoicing locale is required"
1510 && $conf->exists('cust_main-require_locale');
1512 local $SIG{HUP} = 'IGNORE';
1513 local $SIG{INT} = 'IGNORE';
1514 local $SIG{QUIT} = 'IGNORE';
1515 local $SIG{TERM} = 'IGNORE';
1516 local $SIG{TSTP} = 'IGNORE';
1517 local $SIG{PIPE} = 'IGNORE';
1519 my $oldAutoCommit = $FS::UID::AutoCommit;
1520 local $FS::UID::AutoCommit = 0;
1523 for my $l (qw(bill_location ship_location)) {
1524 my $old_loc = $old->$l;
1525 my $new_loc = $self->$l;
1527 if ( !$new_loc->locationnum ) {
1529 # If the new location is all empty fields, or if it's identical to
1530 # the old location in all fields, don't replace.
1531 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1533 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1535 if ( @unlike or $old_loc->disabled ) {
1536 warn " changed $l fields: ".join(',',@unlike)."\n"
1538 $new_loc->set(custnum => $self->custnum);
1540 # insert it--the old location will be disabled later
1541 my $error = $new_loc->insert;
1543 $dbh->rollback if $oldAutoCommit;
1548 # no fields have changed and $old_loc isn't disabled, so don't change it
1553 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1554 $dbh->rollback if $oldAutoCommit;
1555 return "$l belongs to customer ".$new_loc->custnum;
1557 # else the new location belongs to this customer so we're good
1559 # set the foo_locationnum now that we have one.
1560 $self->set($l.'num', $new_loc->locationnum);
1564 my $error = $self->SUPER::replace($old);
1567 $dbh->rollback if $oldAutoCommit;
1571 # now move packages to the new service location
1572 $self->set('ship_location', ''); #flush cache
1573 if ( $old->ship_locationnum and # should only be null during upgrade...
1574 $old->ship_locationnum != $self->ship_locationnum ) {
1575 $error = $old->ship_location->move_to($self->ship_location);
1577 $dbh->rollback if $oldAutoCommit;
1581 # don't move packages based on the billing location, but
1582 # disable it if it's no longer in use
1583 if ( $old->bill_locationnum and
1584 $old->bill_locationnum != $self->bill_locationnum ) {
1585 $error = $old->bill_location->disable_if_unused;
1587 $dbh->rollback if $oldAutoCommit;
1592 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1593 my $invoicing_list = shift @param;
1594 $error = $self->check_invoicing_list( $invoicing_list );
1596 $dbh->rollback if $oldAutoCommit;
1599 $self->invoicing_list( $invoicing_list );
1602 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1604 #this could be more efficient than deleting and re-inserting, if it matters
1605 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1606 my $error = $cust_tag->delete;
1608 $dbh->rollback if $oldAutoCommit;
1612 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1613 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1614 'custnum' => $self->custnum };
1615 my $error = $cust_tag->insert;
1617 $dbh->rollback if $oldAutoCommit;
1624 my %options = @param;
1626 my $tax_exemption = delete $options{'tax_exemption'};
1627 if ( $tax_exemption ) {
1629 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1630 if ref($tax_exemption) eq 'ARRAY';
1632 my %cust_main_exemption =
1633 map { $_->taxname => $_ }
1634 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1636 foreach my $taxname ( keys %$tax_exemption ) {
1638 if ( $cust_main_exemption{$taxname} &&
1639 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1642 delete $cust_main_exemption{$taxname};
1646 my $cust_main_exemption = new FS::cust_main_exemption {
1647 'custnum' => $self->custnum,
1648 'taxname' => $taxname,
1649 'exempt_number' => $tax_exemption->{$taxname},
1651 my $error = $cust_main_exemption->insert;
1653 $dbh->rollback if $oldAutoCommit;
1654 return "inserting cust_main_exemption (transaction rolled back): $error";
1658 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1659 my $error = $cust_main_exemption->delete;
1661 $dbh->rollback if $oldAutoCommit;
1662 return "deleting cust_main_exemption (transaction rolled back): $error";
1668 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1669 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1670 && $self->get('payinfo') !~ /^99\d{14}$/
1672 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1677 # card/check/lec info has changed, want to retry realtime_ invoice events
1678 my $error = $self->retry_realtime;
1680 $dbh->rollback if $oldAutoCommit;
1685 unless ( $import || $skip_fuzzyfiles ) {
1686 $error = $self->queue_fuzzyfiles_update;
1688 $dbh->rollback if $oldAutoCommit;
1689 return "updating fuzzy search cache: $error";
1693 # tax district update in cust_location
1695 # cust_main exports!
1697 my $export_args = $options{'export_args'} || [];
1700 map qsearch( 'part_export', {exportnum=>$_} ),
1701 $conf->config('cust_main-exports'); #, $agentnum
1703 foreach my $part_export ( @part_export ) {
1704 my $error = $part_export->export_replace( $self, $old, @$export_args);
1706 $dbh->rollback if $oldAutoCommit;
1707 return "exporting to ". $part_export->exporttype.
1708 " (transaction rolled back): $error";
1712 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1717 =item queue_fuzzyfiles_update
1719 Used by insert & replace to update the fuzzy search cache
1723 use FS::cust_main::Search;
1724 sub queue_fuzzyfiles_update {
1727 local $SIG{HUP} = 'IGNORE';
1728 local $SIG{INT} = 'IGNORE';
1729 local $SIG{QUIT} = 'IGNORE';
1730 local $SIG{TERM} = 'IGNORE';
1731 local $SIG{TSTP} = 'IGNORE';
1732 local $SIG{PIPE} = 'IGNORE';
1734 my $oldAutoCommit = $FS::UID::AutoCommit;
1735 local $FS::UID::AutoCommit = 0;
1738 my @locations = $self->bill_location;
1739 push @locations, $self->ship_location if $self->has_ship_address;
1740 foreach my $location (@locations) {
1741 my $queue = new FS::queue {
1742 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1744 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1745 my $error = $queue->insert( @args );
1747 $dbh->rollback if $oldAutoCommit;
1748 return "queueing job (transaction rolled back): $error";
1752 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1759 Checks all fields to make sure this is a valid customer record. If there is
1760 an error, returns the error, otherwise returns false. Called by the insert
1761 and replace methods.
1768 warn "$me check BEFORE: \n". $self->_dump
1772 $self->ut_numbern('custnum')
1773 || $self->ut_number('agentnum')
1774 || $self->ut_textn('agent_custid')
1775 || $self->ut_number('refnum')
1776 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1777 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1778 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1779 || $self->ut_textn('custbatch')
1780 || $self->ut_name('last')
1781 || $self->ut_name('first')
1782 || $self->ut_snumbern('signupdate')
1783 || $self->ut_snumbern('birthdate')
1784 || $self->ut_snumbern('spouse_birthdate')
1785 || $self->ut_snumbern('anniversary_date')
1786 || $self->ut_textn('company')
1787 || $self->ut_anything('comments')
1788 || $self->ut_numbern('referral_custnum')
1789 || $self->ut_textn('stateid')
1790 || $self->ut_textn('stateid_state')
1791 || $self->ut_textn('invoice_terms')
1792 || $self->ut_floatn('cdr_termination_percentage')
1793 || $self->ut_floatn('credit_limit')
1794 || $self->ut_numbern('billday')
1795 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1796 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1797 || $self->ut_enum('invoice_noemail', [ '', 'Y' ] )
1798 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1801 #barf. need message catalogs. i18n. etc.
1802 $error .= "Please select an advertising source."
1803 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1804 return $error if $error;
1806 return "Unknown agent"
1807 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1809 return "Unknown refnum"
1810 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1812 return "Unknown referring custnum: ". $self->referral_custnum
1813 unless ! $self->referral_custnum
1814 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1816 if ( $self->ss eq '' ) {
1821 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1822 or return "Illegal social security number: ". $self->ss;
1823 $self->ss("$1-$2-$3");
1826 # cust_main_county verification now handled by cust_location check
1829 $self->ut_phonen('daytime', $self->country)
1830 || $self->ut_phonen('night', $self->country)
1831 || $self->ut_phonen('fax', $self->country)
1832 || $self->ut_phonen('mobile', $self->country)
1834 return $error if $error;
1836 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1838 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1841 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1843 : FS::Msgcat::_gettext('daytime');
1844 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1846 : FS::Msgcat::_gettext('night');
1848 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1850 : FS::Msgcat::_gettext('mobile');
1852 return "$daytime_label, $night_label or $mobile_label is required"
1856 #ship_ fields are gone
1858 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1859 # or return "Illegal payby: ". $self->payby;
1861 FS::payby->can_payby($self->table, $self->payby)
1862 or return "Illegal payby: ". $self->payby;
1864 $error = $self->ut_numbern('paystart_month')
1865 || $self->ut_numbern('paystart_year')
1866 || $self->ut_numbern('payissue')
1867 || $self->ut_textn('paytype')
1869 return $error if $error;
1871 if ( $self->payip eq '' ) {
1874 $error = $self->ut_ip('payip');
1875 return $error if $error;
1878 # If it is encrypted and the private key is not availaible then we can't
1879 # check the credit card.
1880 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1882 # Need some kind of global flag to accept invalid cards, for testing
1884 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1886 my $payinfo = $self->payinfo;
1887 $payinfo =~ s/\D//g;
1888 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1889 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1891 $self->payinfo($payinfo);
1893 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1895 return gettext('unknown_card_type')
1896 if $self->payinfo !~ /^99\d{14}$/ #token
1897 && cardtype($self->payinfo) eq "Unknown";
1899 unless ( $ignore_banned_card ) {
1900 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1902 if ( $ban->bantype eq 'warn' ) {
1903 #or others depending on value of $ban->reason ?
1904 return '_duplicate_card'.
1905 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1906 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1907 ' (ban# '. $ban->bannum. ')'
1908 unless $self->override_ban_warn;
1910 return 'Banned credit card: banned on '.
1911 time2str('%a %h %o at %r', $ban->_date).
1912 ' by '. $ban->otaker.
1913 ' (ban# '. $ban->bannum. ')';
1918 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1919 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1920 $self->paycvv =~ /^(\d{4})$/
1921 or return "CVV2 (CID) for American Express cards is four digits.";
1924 $self->paycvv =~ /^(\d{3})$/
1925 or return "CVV2 (CVC2/CID) is three digits.";
1932 my $cardtype = cardtype($payinfo);
1933 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1935 return "Start date or issue number is required for $cardtype cards"
1936 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1938 return "Start month must be between 1 and 12"
1939 if $self->paystart_month
1940 and $self->paystart_month < 1 || $self->paystart_month > 12;
1942 return "Start year must be 1990 or later"
1943 if $self->paystart_year
1944 and $self->paystart_year < 1990;
1946 return "Issue number must be beween 1 and 99"
1948 and $self->payissue < 1 || $self->payissue > 99;
1951 $self->paystart_month('');
1952 $self->paystart_year('');
1953 $self->payissue('');
1956 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1958 my $payinfo = $self->payinfo;
1959 $payinfo =~ s/[^\d\@\.]//g;
1960 if ( $conf->config('echeck-country') eq 'CA' ) {
1961 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1962 or return 'invalid echeck account@branch.bank';
1963 $payinfo = "$1\@$2.$3";
1964 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1965 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1966 $payinfo = "$1\@$2";
1968 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1969 $payinfo = "$1\@$2";
1971 $self->payinfo($payinfo);
1974 unless ( $ignore_banned_card ) {
1975 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1977 if ( $ban->bantype eq 'warn' ) {
1978 #or others depending on value of $ban->reason ?
1979 return '_duplicate_ach' unless $self->override_ban_warn;
1981 return 'Banned ACH account: banned on '.
1982 time2str('%a %h %o at %r', $ban->_date).
1983 ' by '. $ban->otaker.
1984 ' (ban# '. $ban->bannum. ')';
1989 } elsif ( $self->payby eq 'LECB' ) {
1991 my $payinfo = $self->payinfo;
1992 $payinfo =~ s/\D//g;
1993 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1995 $self->payinfo($payinfo);
1998 } elsif ( $self->payby eq 'BILL' ) {
2000 $error = $self->ut_textn('payinfo');
2001 return "Illegal P.O. number: ". $self->payinfo if $error;
2004 } elsif ( $self->payby eq 'COMP' ) {
2006 my $curuser = $FS::CurrentUser::CurrentUser;
2007 if ( ! $self->custnum
2008 && ! $curuser->access_right('Complimentary customer')
2011 return "You are not permitted to create complimentary accounts."
2014 $error = $self->ut_textn('payinfo');
2015 return "Illegal comp account issuer: ". $self->payinfo if $error;
2018 } elsif ( $self->payby eq 'PREPAY' ) {
2020 my $payinfo = $self->payinfo;
2021 $payinfo =~ s/\W//g; #anything else would just confuse things
2022 $self->payinfo($payinfo);
2023 $error = $self->ut_alpha('payinfo');
2024 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2025 return "Unknown prepayment identifier"
2026 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2031 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2032 return "Expiration date required"
2033 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2037 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2038 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2039 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2040 ( $m, $y ) = ( $2, "19$1" );
2041 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2042 ( $m, $y ) = ( $3, "20$2" );
2044 return "Illegal expiration date: ". $self->paydate;
2046 $m = sprintf('%02d',$m);
2047 $self->paydate("$y-$m-01");
2048 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2049 return gettext('expired_card')
2051 && !$ignore_expired_card
2052 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2055 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2056 ( ! $conf->exists('require_cardname')
2057 || $self->payby !~ /^(CARD|DCRD)$/ )
2059 $self->payname( $self->first. " ". $self->getfield('last') );
2061 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2062 or return gettext('illegal_name'). " payname: ". $self->payname;
2066 return "Please select an invoicing locale"
2069 && $conf->exists('cust_main-require_locale');
2071 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2072 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2076 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2078 warn "$me check AFTER: \n". $self->_dump
2081 $self->SUPER::check;
2086 Returns a list of fields which have ship_ duplicates.
2091 qw( last first company
2092 address1 address2 city county state zip country
2094 daytime night fax mobile
2098 =item has_ship_address
2100 Returns true if this customer record has a separate shipping address.
2104 sub has_ship_address {
2106 $self->bill_locationnum != $self->ship_locationnum;
2111 Returns a list of key/value pairs, with the following keys: address1,
2112 adddress2, city, county, state, zip, country, district, and geocode. The
2113 shipping address is used if present.
2119 $self->ship_location->location_hash;
2124 Returns all locations (see L<FS::cust_location>) for this customer.
2130 qsearch('cust_location', { 'custnum' => $self->custnum,
2131 'prospectnum' => '' } );
2136 Returns all contacts (see L<FS::contact>) for this customer.
2140 #already used :/ sub contact {
2143 qsearch('contact', { 'custnum' => $self->custnum } );
2148 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2149 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2150 on success or a list of errors.
2156 grep { $_->unsuspend } $self->suspended_pkgs;
2161 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2163 Returns a list: an empty list on success or a list of errors.
2169 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2172 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2174 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2175 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2176 of a list of pkgparts; the hashref has the following keys:
2180 =item pkgparts - listref of pkgparts
2182 =item (other options are passed to the suspend method)
2187 Returns a list: an empty list on success or a list of errors.
2191 sub suspend_if_pkgpart {
2193 my (@pkgparts, %opt);
2194 if (ref($_[0]) eq 'HASH'){
2195 @pkgparts = @{$_[0]{pkgparts}};
2200 grep { $_->suspend(%opt) }
2201 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2202 $self->unsuspended_pkgs;
2205 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2207 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2208 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2209 instead of a list of pkgparts; the hashref has the following keys:
2213 =item pkgparts - listref of pkgparts
2215 =item (other options are passed to the suspend method)
2219 Returns a list: an empty list on success or a list of errors.
2223 sub suspend_unless_pkgpart {
2225 my (@pkgparts, %opt);
2226 if (ref($_[0]) eq 'HASH'){
2227 @pkgparts = @{$_[0]{pkgparts}};
2232 grep { $_->suspend(%opt) }
2233 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2234 $self->unsuspended_pkgs;
2237 =item cancel [ OPTION => VALUE ... ]
2239 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2241 Available options are:
2245 =item quiet - can be set true to supress email cancellation notices.
2247 =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.
2249 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2251 =item nobill - can be set true to skip billing if it might otherwise be done.
2255 Always returns a list: an empty list on success or a list of errors.
2259 # nb that dates are not specified as valid options to this method
2262 my( $self, %opt ) = @_;
2264 warn "$me cancel called on customer ". $self->custnum. " with options ".
2265 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2268 return ( 'access denied' )
2269 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2271 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2273 #should try decryption (we might have the private key)
2274 # and if not maybe queue a job for the server that does?
2275 return ( "Can't (yet) ban encrypted credit cards" )
2276 if $self->is_encrypted($self->payinfo);
2278 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2279 my $error = $ban->insert;
2280 return ( $error ) if $error;
2284 my @pkgs = $self->ncancelled_pkgs;
2286 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2288 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2289 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2293 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2294 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2297 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2300 sub _banned_pay_hashref {
2311 'payby' => $payby2ban{$self->payby},
2312 'payinfo' => $self->payinfo,
2313 #don't ever *search* on reason! #'reason' =>
2317 sub _new_banned_pay_hashref {
2319 my $hr = $self->_banned_pay_hashref;
2320 $hr->{payinfo} = md5_base64($hr->{payinfo});
2326 Returns all notes (see L<FS::cust_main_note>) for this customer.
2331 my($self,$orderby_classnum) = (shift,shift);
2332 my $orderby = "_DATE DESC";
2333 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2334 qsearch( 'cust_main_note',
2335 { 'custnum' => $self->custnum },
2337 "ORDER BY $orderby",
2343 Returns the agent (see L<FS::agent>) for this customer.
2349 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2354 Returns the agent name (see L<FS::agent>) for this customer.
2360 $self->agent->agent;
2365 Returns any tags associated with this customer, as FS::cust_tag objects,
2366 or an empty list if there are no tags.
2372 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2377 Returns any tags associated with this customer, as FS::part_tag objects,
2378 or an empty list if there are no tags.
2384 map $_->part_tag, $self->cust_tag;
2390 Returns the customer class, as an FS::cust_class object, or the empty string
2391 if there is no customer class.
2397 if ( $self->classnum ) {
2398 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2406 Returns the customer category name, or the empty string if there is no customer
2413 my $cust_class = $self->cust_class;
2415 ? $cust_class->categoryname
2421 Returns the customer class name, or the empty string if there is no customer
2428 my $cust_class = $self->cust_class;
2430 ? $cust_class->classname
2434 =item BILLING METHODS
2436 Documentation on billing methods has been moved to
2437 L<FS::cust_main::Billing>.
2439 =item REALTIME BILLING METHODS
2441 Documentation on realtime billing methods has been moved to
2442 L<FS::cust_main::Billing_Realtime>.
2446 Removes the I<paycvv> field from the database directly.
2448 If there is an error, returns the error, otherwise returns false.
2454 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2455 or return dbh->errstr;
2456 $sth->execute($self->custnum)
2457 or return $sth->errstr;
2462 =item batch_card OPTION => VALUE...
2464 Adds a payment for this invoice to the pending credit card batch (see
2465 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2466 runs the payment using a realtime gateway.
2468 Options may include:
2470 B<amount>: the amount to be paid; defaults to the customer's balance minus
2471 any payments in transit.
2473 B<payby>: the payment method; defaults to cust_main.payby
2475 B<realtime>: runs this as a realtime payment instead of adding it to a
2478 B<invnum>: sets cust_pay_batch.invnum.
2480 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2481 the billing address for the payment; defaults to the customer's billing
2484 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2485 date, and name; defaults to those fields in cust_main.
2490 my ($self, %options) = @_;
2493 if (exists($options{amount})) {
2494 $amount = $options{amount};
2496 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2498 return '' unless $amount > 0;
2500 my $invnum = delete $options{invnum};
2501 my $payby = $options{payby} || $self->payby; #still dubious
2503 if ($options{'realtime'}) {
2504 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2510 my $oldAutoCommit = $FS::UID::AutoCommit;
2511 local $FS::UID::AutoCommit = 0;
2514 #this needs to handle mysql as well as Pg, like svc_acct.pm
2515 #(make it into a common function if folks need to do batching with mysql)
2516 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2517 or return "Cannot lock pay_batch: " . $dbh->errstr;
2521 'payby' => FS::payby->payby2payment($payby),
2523 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2525 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2527 unless ( $pay_batch ) {
2528 $pay_batch = new FS::pay_batch \%pay_batch;
2529 my $error = $pay_batch->insert;
2531 $dbh->rollback if $oldAutoCommit;
2532 die "error creating new batch: $error\n";
2536 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2537 'batchnum' => $pay_batch->batchnum,
2538 'custnum' => $self->custnum,
2541 foreach (qw( address1 address2 city state zip country latitude longitude
2542 payby payinfo paydate payname ))
2544 $options{$_} = '' unless exists($options{$_});
2547 my $loc = $self->bill_location;
2549 my $cust_pay_batch = new FS::cust_pay_batch ( {
2550 'batchnum' => $pay_batch->batchnum,
2551 'invnum' => $invnum || 0, # is there a better value?
2552 # this field should be
2554 # cust_bill_pay_batch now
2555 'custnum' => $self->custnum,
2556 'last' => $self->getfield('last'),
2557 'first' => $self->getfield('first'),
2558 'address1' => $options{address1} || $loc->address1,
2559 'address2' => $options{address2} || $loc->address2,
2560 'city' => $options{city} || $loc->city,
2561 'state' => $options{state} || $loc->state,
2562 'zip' => $options{zip} || $loc->zip,
2563 'country' => $options{country} || $loc->country,
2564 'payby' => $options{payby} || $self->payby,
2565 'payinfo' => $options{payinfo} || $self->payinfo,
2566 'exp' => $options{paydate} || $self->paydate,
2567 'payname' => $options{payname} || $self->payname,
2568 'amount' => $amount, # consolidating
2571 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2572 if $old_cust_pay_batch;
2575 if ($old_cust_pay_batch) {
2576 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2578 $error = $cust_pay_batch->insert;
2582 $dbh->rollback if $oldAutoCommit;
2586 my $unapplied = $self->total_unapplied_credits
2587 + $self->total_unapplied_payments
2588 + $self->in_transit_payments;
2589 foreach my $cust_bill ($self->open_cust_bill) {
2590 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2591 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2592 'invnum' => $cust_bill->invnum,
2593 'paybatchnum' => $cust_pay_batch->paybatchnum,
2594 'amount' => $cust_bill->owed,
2597 if ($unapplied >= $cust_bill_pay_batch->amount){
2598 $unapplied -= $cust_bill_pay_batch->amount;
2601 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2602 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2604 $error = $cust_bill_pay_batch->insert;
2606 $dbh->rollback if $oldAutoCommit;
2611 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2617 Returns the total owed for this customer on all invoices
2618 (see L<FS::cust_bill/owed>).
2624 $self->total_owed_date(2145859200); #12/31/2037
2627 =item total_owed_date TIME
2629 Returns the total owed for this customer on all invoices with date earlier than
2630 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2631 see L<Time::Local> and L<Date::Parse> for conversion functions.
2635 sub total_owed_date {
2639 my $custnum = $self->custnum;
2641 my $owed_sql = FS::cust_bill->owed_sql;
2644 SELECT SUM($owed_sql) FROM cust_bill
2645 WHERE custnum = $custnum
2649 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2653 =item total_owed_pkgnum PKGNUM
2655 Returns the total owed on all invoices for this customer's specific package
2656 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2660 sub total_owed_pkgnum {
2661 my( $self, $pkgnum ) = @_;
2662 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2665 =item total_owed_date_pkgnum TIME PKGNUM
2667 Returns the total owed for this customer's specific package when using
2668 experimental package balances on all invoices with date earlier than
2669 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2670 see L<Time::Local> and L<Date::Parse> for conversion functions.
2674 sub total_owed_date_pkgnum {
2675 my( $self, $time, $pkgnum ) = @_;
2678 foreach my $cust_bill (
2679 grep { $_->_date <= $time }
2680 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2682 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2684 sprintf( "%.2f", $total_bill );
2690 Returns the total amount of all payments.
2697 $total += $_->paid foreach $self->cust_pay;
2698 sprintf( "%.2f", $total );
2701 =item total_unapplied_credits
2703 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2704 customer. See L<FS::cust_credit/credited>.
2706 =item total_credited
2708 Old name for total_unapplied_credits. Don't use.
2712 sub total_credited {
2713 #carp "total_credited deprecated, use total_unapplied_credits";
2714 shift->total_unapplied_credits(@_);
2717 sub total_unapplied_credits {
2720 my $custnum = $self->custnum;
2722 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2725 SELECT SUM($unapplied_sql) FROM cust_credit
2726 WHERE custnum = $custnum
2729 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2733 =item total_unapplied_credits_pkgnum PKGNUM
2735 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2736 customer. See L<FS::cust_credit/credited>.
2740 sub total_unapplied_credits_pkgnum {
2741 my( $self, $pkgnum ) = @_;
2742 my $total_credit = 0;
2743 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2744 sprintf( "%.2f", $total_credit );
2748 =item total_unapplied_payments
2750 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2751 See L<FS::cust_pay/unapplied>.
2755 sub total_unapplied_payments {
2758 my $custnum = $self->custnum;
2760 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2763 SELECT SUM($unapplied_sql) FROM cust_pay
2764 WHERE custnum = $custnum
2767 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2771 =item total_unapplied_payments_pkgnum PKGNUM
2773 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2774 specific package when using experimental package balances. See
2775 L<FS::cust_pay/unapplied>.
2779 sub total_unapplied_payments_pkgnum {
2780 my( $self, $pkgnum ) = @_;
2781 my $total_unapplied = 0;
2782 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2783 sprintf( "%.2f", $total_unapplied );
2787 =item total_unapplied_refunds
2789 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2790 customer. See L<FS::cust_refund/unapplied>.
2794 sub total_unapplied_refunds {
2796 my $custnum = $self->custnum;
2798 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2801 SELECT SUM($unapplied_sql) FROM cust_refund
2802 WHERE custnum = $custnum
2805 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2811 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2812 total_unapplied_credits minus total_unapplied_payments).
2818 $self->balance_date_range;
2821 =item balance_date TIME
2823 Returns the balance for this customer, only considering invoices with date
2824 earlier than TIME (total_owed_date minus total_credited minus
2825 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2826 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2833 $self->balance_date_range(shift);
2836 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2838 Returns the balance for this customer, optionally considering invoices with
2839 date earlier than START_TIME, and not later than END_TIME
2840 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2842 Times are specified as SQL fragments or numeric
2843 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2844 L<Date::Parse> for conversion functions. The empty string can be passed
2845 to disable that time constraint completely.
2847 Available options are:
2851 =item unapplied_date
2853 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)
2859 sub balance_date_range {
2861 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2862 ') FROM cust_main WHERE custnum='. $self->custnum;
2863 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2866 =item balance_pkgnum PKGNUM
2868 Returns the balance for this customer's specific package when using
2869 experimental package balances (total_owed plus total_unrefunded, minus
2870 total_unapplied_credits minus total_unapplied_payments)
2874 sub balance_pkgnum {
2875 my( $self, $pkgnum ) = @_;
2878 $self->total_owed_pkgnum($pkgnum)
2879 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2880 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2881 - $self->total_unapplied_credits_pkgnum($pkgnum)
2882 - $self->total_unapplied_payments_pkgnum($pkgnum)
2886 =item in_transit_payments
2888 Returns the total of requests for payments for this customer pending in
2889 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2893 sub in_transit_payments {
2895 my $in_transit_payments = 0;
2896 foreach my $pay_batch ( qsearch('pay_batch', {
2899 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2900 'batchnum' => $pay_batch->batchnum,
2901 'custnum' => $self->custnum,
2903 $in_transit_payments += $cust_pay_batch->amount;
2906 sprintf( "%.2f", $in_transit_payments );
2911 Returns a hash of useful information for making a payment.
2921 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2922 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2923 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2927 For credit card transactions:
2939 For electronic check transactions:
2954 $return{balance} = $self->balance;
2956 $return{payname} = $self->payname
2957 || ( $self->first. ' '. $self->get('last') );
2959 $return{$_} = $self->bill_location->$_
2960 for qw(address1 address2 city state zip);
2962 $return{payby} = $self->payby;
2963 $return{stateid_state} = $self->stateid_state;
2965 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2966 $return{card_type} = cardtype($self->payinfo);
2967 $return{payinfo} = $self->paymask;
2969 @return{'month', 'year'} = $self->paydate_monthyear;
2973 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2974 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2975 $return{payinfo1} = $payinfo1;
2976 $return{payinfo2} = $payinfo2;
2977 $return{paytype} = $self->paytype;
2978 $return{paystate} = $self->paystate;
2982 #doubleclick protection
2984 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2990 =item paydate_monthyear
2992 Returns a two-element list consisting of the month and year of this customer's
2993 paydate (credit card expiration date for CARD customers)
2997 sub paydate_monthyear {
2999 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3001 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3010 Returns the exact time in seconds corresponding to the payment method
3011 expiration date. For CARD/DCRD customers this is the end of the month;
3012 for others (COMP is the only other payby that uses paydate) it's the start.
3013 Returns 0 if the paydate is empty or set to the far future.
3019 my ($month, $year) = $self->paydate_monthyear;
3020 return 0 if !$year or $year >= 2037;
3021 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3023 if ( $month == 13 ) {
3027 return timelocal(0,0,0,1,$month-1,$year) - 1;
3030 return timelocal(0,0,0,1,$month-1,$year);
3034 =item paydate_epoch_sql
3036 Class method. Returns an SQL expression to obtain the payment expiration date
3037 as a number of seconds.
3041 # Special expiration date behavior for non-CARD/DCRD customers has been
3042 # carefully preserved. Do we really use that?
3043 sub paydate_epoch_sql {
3045 my $table = shift || 'cust_main';
3046 my ($case1, $case2);
3047 if ( driver_name eq 'Pg' ) {
3048 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3049 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3051 elsif ( lc(driver_name) eq 'mysql' ) {
3052 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3053 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3056 return "CASE WHEN $table.payby IN('CARD','DCRD')
3062 =item tax_exemption TAXNAME
3067 my( $self, $taxname ) = @_;
3069 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3070 'taxname' => $taxname,
3075 =item cust_main_exemption
3079 sub cust_main_exemption {
3081 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3084 =item invoicing_list [ ARRAYREF ]
3086 If an arguement is given, sets these email addresses as invoice recipients
3087 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3088 (except as warnings), so use check_invoicing_list first.
3090 Returns a list of email addresses (with svcnum entries expanded).
3092 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3093 check it without disturbing anything by passing nothing.
3095 This interface may change in the future.
3099 sub invoicing_list {
3100 my( $self, $arrayref ) = @_;
3103 my @cust_main_invoice;
3104 if ( $self->custnum ) {
3105 @cust_main_invoice =
3106 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3108 @cust_main_invoice = ();
3110 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3111 #warn $cust_main_invoice->destnum;
3112 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3113 #warn $cust_main_invoice->destnum;
3114 my $error = $cust_main_invoice->delete;
3115 warn $error if $error;
3118 if ( $self->custnum ) {
3119 @cust_main_invoice =
3120 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3122 @cust_main_invoice = ();
3124 my %seen = map { $_->address => 1 } @cust_main_invoice;
3125 foreach my $address ( @{$arrayref} ) {
3126 next if exists $seen{$address} && $seen{$address};
3127 $seen{$address} = 1;
3128 my $cust_main_invoice = new FS::cust_main_invoice ( {
3129 'custnum' => $self->custnum,
3132 my $error = $cust_main_invoice->insert;
3133 warn $error if $error;
3137 if ( $self->custnum ) {
3139 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3146 =item check_invoicing_list ARRAYREF
3148 Checks these arguements as valid input for the invoicing_list method. If there
3149 is an error, returns the error, otherwise returns false.
3153 sub check_invoicing_list {
3154 my( $self, $arrayref ) = @_;
3156 foreach my $address ( @$arrayref ) {
3158 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3159 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3162 my $cust_main_invoice = new FS::cust_main_invoice ( {
3163 'custnum' => $self->custnum,
3166 my $error = $self->custnum
3167 ? $cust_main_invoice->check
3168 : $cust_main_invoice->checkdest
3170 return $error if $error;
3174 return "Email address required"
3175 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3176 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3181 =item set_default_invoicing_list
3183 Sets the invoicing list to all accounts associated with this customer,
3184 overwriting any previous invoicing list.
3188 sub set_default_invoicing_list {
3190 $self->invoicing_list($self->all_emails);
3195 Returns the email addresses of all accounts provisioned for this customer.
3202 foreach my $cust_pkg ( $self->all_pkgs ) {
3203 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3205 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3206 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3208 $list{$_}=1 foreach map { $_->email } @svc_acct;
3213 =item invoicing_list_addpost
3215 Adds postal invoicing to this customer. If this customer is already configured
3216 to receive postal invoices, does nothing.
3220 sub invoicing_list_addpost {
3222 return if grep { $_ eq 'POST' } $self->invoicing_list;
3223 my @invoicing_list = $self->invoicing_list;
3224 push @invoicing_list, 'POST';
3225 $self->invoicing_list(\@invoicing_list);
3228 =item invoicing_list_emailonly
3230 Returns the list of email invoice recipients (invoicing_list without non-email
3231 destinations such as POST and FAX).
3235 sub invoicing_list_emailonly {
3237 warn "$me invoicing_list_emailonly called"
3239 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3242 =item invoicing_list_emailonly_scalar
3244 Returns the list of email invoice recipients (invoicing_list without non-email
3245 destinations such as POST and FAX) as a comma-separated scalar.
3249 sub invoicing_list_emailonly_scalar {
3251 warn "$me invoicing_list_emailonly_scalar called"
3253 join(', ', $self->invoicing_list_emailonly);
3256 =item referral_custnum_cust_main
3258 Returns the customer who referred this customer (or the empty string, if
3259 this customer was not referred).
3261 Note the difference with referral_cust_main method: This method,
3262 referral_custnum_cust_main returns the single customer (if any) who referred
3263 this customer, while referral_cust_main returns an array of customers referred
3268 sub referral_custnum_cust_main {
3270 return '' unless $self->referral_custnum;
3271 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3274 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3276 Returns an array of customers referred by this customer (referral_custnum set
3277 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3278 customers referred by customers referred by this customer and so on, inclusive.
3279 The default behavior is DEPTH 1 (no recursion).
3281 Note the difference with referral_custnum_cust_main method: This method,
3282 referral_cust_main, returns an array of customers referred BY this customer,
3283 while referral_custnum_cust_main returns the single customer (if any) who
3284 referred this customer.
3288 sub referral_cust_main {
3290 my $depth = @_ ? shift : 1;
3291 my $exclude = @_ ? shift : {};
3294 map { $exclude->{$_->custnum}++; $_; }
3295 grep { ! $exclude->{ $_->custnum } }
3296 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3300 map { $_->referral_cust_main($depth-1, $exclude) }
3307 =item referral_cust_main_ncancelled
3309 Same as referral_cust_main, except only returns customers with uncancelled
3314 sub referral_cust_main_ncancelled {
3316 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3319 =item referral_cust_pkg [ DEPTH ]
3321 Like referral_cust_main, except returns a flat list of all unsuspended (and
3322 uncancelled) packages for each customer. The number of items in this list may
3323 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3327 sub referral_cust_pkg {
3329 my $depth = @_ ? shift : 1;
3331 map { $_->unsuspended_pkgs }
3332 grep { $_->unsuspended_pkgs }
3333 $self->referral_cust_main($depth);
3336 =item referring_cust_main
3338 Returns the single cust_main record for the customer who referred this customer
3339 (referral_custnum), or false.
3343 sub referring_cust_main {
3345 return '' unless $self->referral_custnum;
3346 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3349 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3351 Applies a credit to this customer. If there is an error, returns the error,
3352 otherwise returns false.
3354 REASON can be a text string, an FS::reason object, or a scalar reference to
3355 a reasonnum. If a text string, it will be automatically inserted as a new
3356 reason, and a 'reason_type' option must be passed to indicate the
3357 FS::reason_type for the new reason.
3359 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3361 Any other options are passed to FS::cust_credit::insert.
3366 my( $self, $amount, $reason, %options ) = @_;
3368 my $cust_credit = new FS::cust_credit {
3369 'custnum' => $self->custnum,
3370 'amount' => $amount,
3373 if ( ref($reason) ) {
3375 if ( ref($reason) eq 'SCALAR' ) {
3376 $cust_credit->reasonnum( $$reason );
3378 $cust_credit->reasonnum( $reason->reasonnum );
3382 $cust_credit->set('reason', $reason)
3385 for (qw( addlinfo eventnum )) {
3386 $cust_credit->$_( delete $options{$_} )
3387 if exists($options{$_});
3390 $cust_credit->insert(%options);
3394 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3396 Creates a one-time charge for this customer. If there is an error, returns
3397 the error, otherwise returns false.
3399 New-style, with a hashref of options:
3401 my $error = $cust_main->charge(
3405 'start_date' => str2time('7/4/2009'),
3406 'pkg' => 'Description',
3407 'comment' => 'Comment',
3408 'additional' => [], #extra invoice detail
3409 'classnum' => 1, #pkg_class
3411 'setuptax' => '', # or 'Y' for tax exempt
3414 'taxclass' => 'Tax class',
3417 'taxproduct' => 2, #part_pkg_taxproduct
3418 'override' => {}, #XXX describe
3420 #will be filled in with the new object
3421 'cust_pkg_ref' => \$cust_pkg,
3423 #generate an invoice immediately
3425 'invoice_terms' => '', #with these terms
3431 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3437 my ( $amount, $quantity, $start_date, $classnum );
3438 my ( $pkg, $comment, $additional );
3439 my ( $setuptax, $taxclass ); #internal taxes
3440 my ( $taxproduct, $override ); #vendor (CCH) taxes
3442 my $cust_pkg_ref = '';
3443 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3444 if ( ref( $_[0] ) ) {
3445 $amount = $_[0]->{amount};
3446 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3447 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3448 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3449 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3450 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3451 : '$'. sprintf("%.2f",$amount);
3452 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3453 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3454 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3455 $additional = $_[0]->{additional} || [];
3456 $taxproduct = $_[0]->{taxproductnum};
3457 $override = { '' => $_[0]->{tax_override} };
3458 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3459 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3460 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3465 $pkg = @_ ? shift : 'One-time charge';
3466 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3468 $taxclass = @_ ? shift : '';
3472 local $SIG{HUP} = 'IGNORE';
3473 local $SIG{INT} = 'IGNORE';
3474 local $SIG{QUIT} = 'IGNORE';
3475 local $SIG{TERM} = 'IGNORE';
3476 local $SIG{TSTP} = 'IGNORE';
3477 local $SIG{PIPE} = 'IGNORE';
3479 my $oldAutoCommit = $FS::UID::AutoCommit;
3480 local $FS::UID::AutoCommit = 0;
3483 my $part_pkg = new FS::part_pkg ( {
3485 'comment' => $comment,
3489 'classnum' => ( $classnum ? $classnum : '' ),
3490 'setuptax' => $setuptax,
3491 'taxclass' => $taxclass,
3492 'taxproductnum' => $taxproduct,
3495 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3496 ( 0 .. @$additional - 1 )
3498 'additional_count' => scalar(@$additional),
3499 'setup_fee' => $amount,
3502 my $error = $part_pkg->insert( options => \%options,
3503 tax_overrides => $override,
3506 $dbh->rollback if $oldAutoCommit;
3510 my $pkgpart = $part_pkg->pkgpart;
3511 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3512 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3513 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3514 $error = $type_pkgs->insert;
3516 $dbh->rollback if $oldAutoCommit;
3521 my $cust_pkg = new FS::cust_pkg ( {
3522 'custnum' => $self->custnum,
3523 'pkgpart' => $pkgpart,
3524 'quantity' => $quantity,
3525 'start_date' => $start_date,
3526 'no_auto' => $no_auto,
3529 $error = $cust_pkg->insert;
3531 $dbh->rollback if $oldAutoCommit;
3533 } elsif ( $cust_pkg_ref ) {
3534 ${$cust_pkg_ref} = $cust_pkg;
3538 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3539 'pkg_list' => [ $cust_pkg ],
3542 $dbh->rollback if $oldAutoCommit;
3547 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3552 #=item charge_postal_fee
3554 #Applies a one time charge this customer. If there is an error,
3555 #returns the error, returns the cust_pkg charge object or false
3556 #if there was no charge.
3560 # This should be a customer event. For that to work requires that bill
3561 # also be a customer event.
3563 sub charge_postal_fee {
3566 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3567 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3569 my $cust_pkg = new FS::cust_pkg ( {
3570 'custnum' => $self->custnum,
3571 'pkgpart' => $pkgpart,
3575 my $error = $cust_pkg->insert;
3576 $error ? $error : $cust_pkg;
3579 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3581 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3583 Optionally, a list or hashref of additional arguments to the qsearch call can
3590 my $opt = ref($_[0]) ? shift : { @_ };
3592 #return $self->num_cust_bill unless wantarray || keys %$opt;
3594 $opt->{'table'} = 'cust_bill';
3595 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3596 $opt->{'hashref'}{'custnum'} = $self->custnum;
3597 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3599 map { $_ } #behavior of sort undefined in scalar context
3600 sort { $a->_date <=> $b->_date }
3604 =item open_cust_bill
3606 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3611 sub open_cust_bill {
3615 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3621 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3623 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3627 sub legacy_cust_bill {
3630 #return $self->num_legacy_cust_bill unless wantarray;
3632 map { $_ } #behavior of sort undefined in scalar context
3633 sort { $a->_date <=> $b->_date }
3634 qsearch({ 'table' => 'legacy_cust_bill',
3635 'hashref' => { 'custnum' => $self->custnum, },
3636 'order_by' => 'ORDER BY _date ASC',
3640 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3642 Returns all the statements (see L<FS::cust_statement>) for this customer.
3644 Optionally, a list or hashref of additional arguments to the qsearch call can
3649 sub cust_statement {
3651 my $opt = ref($_[0]) ? shift : { @_ };
3653 #return $self->num_cust_statement unless wantarray || keys %$opt;
3655 $opt->{'table'} = 'cust_statement';
3656 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3657 $opt->{'hashref'}{'custnum'} = $self->custnum;
3658 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3660 map { $_ } #behavior of sort undefined in scalar context
3661 sort { $a->_date <=> $b->_date }
3665 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3667 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3669 Optionally, a list or hashref of additional arguments to the qsearch call can
3670 be passed following the SVCDB.
3677 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3678 warn "$me svc_x requires a svcdb";
3681 my $opt = ref($_[0]) ? shift : { @_ };
3683 $opt->{'table'} = $svcdb;
3684 $opt->{'addl_from'} =
3685 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3686 ($opt->{'addl_from'} || '');
3688 my $custnum = $self->custnum;
3689 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3690 my $where = "cust_pkg.custnum = $custnum";
3692 my $extra_sql = $opt->{'extra_sql'} || '';
3693 if ( keys %{ $opt->{'hashref'} } ) {
3694 $extra_sql = " AND $where $extra_sql";
3697 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3698 $extra_sql = "WHERE $where AND $1";
3701 $extra_sql = "WHERE $where $extra_sql";
3704 $opt->{'extra_sql'} = $extra_sql;
3709 # required for use as an eventtable;
3712 $self->svc_x('svc_acct', @_);
3717 Returns all the credits (see L<FS::cust_credit>) for this customer.
3723 map { $_ } #return $self->num_cust_credit unless wantarray;
3724 sort { $a->_date <=> $b->_date }
3725 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3728 =item cust_credit_pkgnum
3730 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3731 package when using experimental package balances.
3735 sub cust_credit_pkgnum {
3736 my( $self, $pkgnum ) = @_;
3737 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3738 sort { $a->_date <=> $b->_date }
3739 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3740 'pkgnum' => $pkgnum,
3747 Returns all the payments (see L<FS::cust_pay>) for this customer.
3753 return $self->num_cust_pay unless wantarray;
3754 sort { $a->_date <=> $b->_date }
3755 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3760 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3761 called automatically when the cust_pay method is used in a scalar context.
3767 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3768 my $sth = dbh->prepare($sql) or die dbh->errstr;
3769 $sth->execute($self->custnum) or die $sth->errstr;
3770 $sth->fetchrow_arrayref->[0];
3773 =item cust_pay_pkgnum
3775 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3776 package when using experimental package balances.
3780 sub cust_pay_pkgnum {
3781 my( $self, $pkgnum ) = @_;
3782 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3783 sort { $a->_date <=> $b->_date }
3784 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3785 'pkgnum' => $pkgnum,
3792 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3798 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3799 sort { $a->_date <=> $b->_date }
3800 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3803 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3805 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
3807 Optionally, a list or hashref of additional arguments to the qsearch call can
3812 sub cust_pay_batch {
3814 my $opt = ref($_[0]) ? shift : { @_ };
3816 #return $self->num_cust_statement unless wantarray || keys %$opt;
3818 $opt->{'table'} = 'cust_pay_batch';
3819 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3820 $opt->{'hashref'}{'custnum'} = $self->custnum;
3821 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3823 map { $_ } #behavior of sort undefined in scalar context
3824 sort { $a->paybatchnum <=> $b->paybatchnum }
3828 =item cust_pay_pending
3830 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3831 (without status "done").
3835 sub cust_pay_pending {
3837 return $self->num_cust_pay_pending unless wantarray;
3838 sort { $a->_date <=> $b->_date }
3839 qsearch( 'cust_pay_pending', {
3840 'custnum' => $self->custnum,
3841 'status' => { op=>'!=', value=>'done' },
3846 =item cust_pay_pending_attempt
3848 Returns all payment attempts / declined payments for this customer, as pending
3849 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3850 a corresponding payment (see L<FS::cust_pay>).
3854 sub cust_pay_pending_attempt {
3856 return $self->num_cust_pay_pending_attempt unless wantarray;
3857 sort { $a->_date <=> $b->_date }
3858 qsearch( 'cust_pay_pending', {
3859 'custnum' => $self->custnum,
3866 =item num_cust_pay_pending
3868 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3869 customer (without status "done"). Also called automatically when the
3870 cust_pay_pending method is used in a scalar context.
3874 sub num_cust_pay_pending {
3877 " SELECT COUNT(*) FROM cust_pay_pending ".
3878 " WHERE custnum = ? AND status != 'done' ",
3883 =item num_cust_pay_pending_attempt
3885 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3886 customer, with status "done" but without a corresp. Also called automatically when the
3887 cust_pay_pending method is used in a scalar context.
3891 sub num_cust_pay_pending_attempt {
3894 " SELECT COUNT(*) FROM cust_pay_pending ".
3895 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3902 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3908 map { $_ } #return $self->num_cust_refund unless wantarray;
3909 sort { $a->_date <=> $b->_date }
3910 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3913 =item display_custnum
3915 Returns the displayed customer number for this customer: agent_custid if
3916 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3920 sub display_custnum {
3923 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3924 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3925 if ( $special eq 'CoStAg' ) {
3926 $prefix = uc( join('',
3928 ($self->state =~ /^(..)/),
3929 $prefix || ($self->agent->agent =~ /^(..)/)
3932 elsif ( $special eq 'CoStCl' ) {
3933 $prefix = uc( join('',
3935 ($self->state =~ /^(..)/),
3936 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3939 # add any others here if needed
3942 my $length = $conf->config('cust_main-custnum-display_length');
3943 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3944 return $self->agent_custid;
3945 } elsif ( $prefix ) {
3946 $length = 8 if !defined($length);
3948 sprintf('%0'.$length.'d', $self->custnum)
3949 } elsif ( $length ) {
3950 return sprintf('%0'.$length.'d', $self->custnum);
3952 return $self->custnum;
3958 Returns a name string for this customer, either "Company (Last, First)" or
3965 my $name = $self->contact;
3966 $name = $self->company. " ($name)" if $self->company;
3970 =item service_contact
3972 Returns the L<FS::contact> object for this customer that has the 'Service'
3973 contact class, or undef if there is no such contact. Deprecated; don't use
3978 sub service_contact {
3980 if ( !exists($self->{service_contact}) ) {
3981 my $classnum = $self->scalar_sql(
3982 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3983 ) || 0; #if it's zero, qsearchs will return nothing
3984 $self->{service_contact} = qsearchs('contact', {
3985 'classnum' => $classnum, 'custnum' => $self->custnum
3988 $self->{service_contact};
3993 Returns a name string for this (service/shipping) contact, either
3994 "Company (Last, First)" or "Last, First".
4001 my $name = $self->ship_contact;
4002 $name = $self->company. " ($name)" if $self->company;
4008 Returns a name string for this customer, either "Company" or "First Last".
4014 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4017 =item ship_name_short
4019 Returns a name string for this (service/shipping) contact, either "Company"
4024 sub ship_name_short {
4026 $self->service_contact
4027 ? $self->ship_contact_firstlast
4033 Returns this customer's full (billing) contact name only, "Last, First"
4039 $self->get('last'). ', '. $self->first;
4044 Returns this customer's full (shipping) contact name only, "Last, First"
4050 my $contact = $self->service_contact || $self;
4051 $contact->get('last') . ', ' . $contact->get('first');
4054 =item contact_firstlast
4056 Returns this customers full (billing) contact name only, "First Last".
4060 sub contact_firstlast {
4062 $self->first. ' '. $self->get('last');
4065 =item ship_contact_firstlast
4067 Returns this customer's full (shipping) contact name only, "First Last".
4071 sub ship_contact_firstlast {
4073 my $contact = $self->service_contact || $self;
4074 $contact->get('first') . ' '. $contact->get('last');
4079 Returns this customer's full country name
4085 code2country($self->country);
4088 =item geocode DATA_VENDOR
4090 Returns a value for the customer location as encoded by DATA_VENDOR.
4091 Currently this only makes sense for "CCH" as DATA_VENDOR.
4099 Returns a status string for this customer, currently:
4103 =item prospect - No packages have ever been ordered
4105 =item ordered - Recurring packages all are new (not yet billed).
4107 =item active - One or more recurring packages is active
4109 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4111 =item suspended - All non-cancelled recurring packages are suspended
4113 =item cancelled - All recurring packages are cancelled
4117 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4118 cust_main-status_module configuration option.
4122 sub status { shift->cust_status(@_); }
4126 for my $status ( FS::cust_main->statuses() ) {
4127 my $method = $status.'_sql';
4128 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4129 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4130 $sth->execute( ($self->custnum) x $numnum )
4131 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4132 return $status if $sth->fetchrow_arrayref->[0];
4136 =item ucfirst_cust_status
4138 =item ucfirst_status
4140 Returns the status with the first character capitalized.
4144 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4146 sub ucfirst_cust_status {
4148 ucfirst($self->cust_status);
4153 Returns a hex triplet color string for this customer's status.
4157 sub statuscolor { shift->cust_statuscolor(@_); }
4159 sub cust_statuscolor {
4161 __PACKAGE__->statuscolors->{$self->cust_status};
4166 Returns an array of hashes representing the customer's RT tickets.
4173 my $num = $conf->config('cust_main-max_tickets') || 10;
4176 if ( $conf->config('ticket_system') ) {
4177 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4179 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4183 foreach my $priority (
4184 $conf->config('ticket_system-custom_priority_field-values'), ''
4186 last if scalar(@tickets) >= $num;
4188 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4189 $num - scalar(@tickets),
4199 # Return services representing svc_accts in customer support packages
4200 sub support_services {
4202 my %packages = map { $_ => 1 } $conf->config('support_packages');
4204 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4205 grep { $_->part_svc->svcdb eq 'svc_acct' }
4206 map { $_->cust_svc }
4207 grep { exists $packages{ $_->pkgpart } }
4208 $self->ncancelled_pkgs;
4212 # Return a list of latitude/longitude for one of the services (if any)
4213 sub service_coordinates {
4217 grep { $_->latitude && $_->longitude }
4219 map { $_->cust_svc }
4220 $self->ncancelled_pkgs;
4222 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4227 Returns a masked version of the named field
4232 my ($self,$field) = @_;
4236 'x'x(length($self->getfield($field))-4).
4237 substr($self->getfield($field), (length($self->getfield($field))-4));
4243 =head1 CLASS METHODS
4249 Class method that returns the list of possible status strings for customers
4250 (see L<the status method|/status>). For example:
4252 @statuses = FS::cust_main->statuses();
4258 keys %{ $self->statuscolors };
4261 =item cust_status_sql
4263 Returns an SQL fragment to determine the status of a cust_main record, as a
4268 sub cust_status_sql {
4270 for my $status ( FS::cust_main->statuses() ) {
4271 my $method = $status.'_sql';
4272 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4281 Returns an SQL expression identifying prospective cust_main records (customers
4282 with no packages ever ordered)
4286 use vars qw($select_count_pkgs);
4287 $select_count_pkgs =
4288 "SELECT COUNT(*) FROM cust_pkg
4289 WHERE cust_pkg.custnum = cust_main.custnum";
4291 sub select_count_pkgs_sql {
4296 " 0 = ( $select_count_pkgs ) ";
4301 Returns an SQL expression identifying ordered cust_main records (customers with
4302 no active packages, but recurring packages not yet setup or one time charges
4308 FS::cust_main->none_active_sql.
4309 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4314 Returns an SQL expression identifying active cust_main records (customers with
4315 active recurring packages).
4320 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4323 =item none_active_sql
4325 Returns an SQL expression identifying cust_main records with no active
4326 recurring packages. This includes customers of status prospect, ordered,
4327 inactive, and suspended.
4331 sub none_active_sql {
4332 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4337 Returns an SQL expression identifying inactive cust_main records (customers with
4338 no active recurring packages, but otherwise unsuspended/uncancelled).
4343 FS::cust_main->none_active_sql.
4344 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4350 Returns an SQL expression identifying suspended cust_main records.
4355 sub suspended_sql { susp_sql(@_); }
4357 FS::cust_main->none_active_sql.
4358 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4364 Returns an SQL expression identifying cancelled cust_main records.
4368 sub cancel_sql { shift->cancelled_sql(@_); }
4371 =item uncancelled_sql
4373 Returns an SQL expression identifying un-cancelled cust_main records.
4377 sub uncancelled_sql { uncancel_sql(@_); }
4378 sub uncancel_sql { "
4379 ( 0 < ( $select_count_pkgs
4380 AND ( cust_pkg.cancel IS NULL
4381 OR cust_pkg.cancel = 0
4384 OR 0 = ( $select_count_pkgs )
4390 Returns an SQL fragment to retreive the balance.
4395 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4396 WHERE cust_bill.custnum = cust_main.custnum )
4397 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4398 WHERE cust_pay.custnum = cust_main.custnum )
4399 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4400 WHERE cust_credit.custnum = cust_main.custnum )
4401 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4402 WHERE cust_refund.custnum = cust_main.custnum )
4405 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4407 Returns an SQL fragment to retreive the balance for this customer, optionally
4408 considering invoices with date earlier than START_TIME, and not
4409 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4410 total_unapplied_payments).
4412 Times are specified as SQL fragments or numeric
4413 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4414 L<Date::Parse> for conversion functions. The empty string can be passed
4415 to disable that time constraint completely.
4417 Available options are:
4421 =item unapplied_date
4423 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)
4428 set to true to remove all customer comparison clauses, for totals
4433 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4438 JOIN clause (typically used with the total option)
4442 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4443 time will be ignored. Note that START_TIME and END_TIME only limit the date
4444 range for invoices and I<unapplied> payments, credits, and refunds.
4450 sub balance_date_sql {
4451 my( $class, $start, $end, %opt ) = @_;
4453 my $cutoff = $opt{'cutoff'};
4455 my $owed = FS::cust_bill->owed_sql($cutoff);
4456 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4457 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4458 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4460 my $j = $opt{'join'} || '';
4462 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4463 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4464 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4465 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4467 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4468 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4469 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4470 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4475 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4477 Returns an SQL fragment to retreive the total unapplied payments for this
4478 customer, only considering payments with date earlier than START_TIME, and
4479 optionally not later than END_TIME.
4481 Times are specified as SQL fragments or numeric
4482 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4483 L<Date::Parse> for conversion functions. The empty string can be passed
4484 to disable that time constraint completely.
4486 Available options are:
4490 sub unapplied_payments_date_sql {
4491 my( $class, $start, $end, %opt ) = @_;
4493 my $cutoff = $opt{'cutoff'};
4495 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4497 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4498 'unapplied_date'=>1 );
4500 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4503 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4505 Helper method for balance_date_sql; name (and usage) subject to change
4506 (suggestions welcome).
4508 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4509 cust_refund, cust_credit or cust_pay).
4511 If TABLE is "cust_bill" or the unapplied_date option is true, only
4512 considers records with date earlier than START_TIME, and optionally not
4513 later than END_TIME .
4517 sub _money_table_where {
4518 my( $class, $table, $start, $end, %opt ) = @_;
4521 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4522 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4523 push @where, "$table._date <= $start" if defined($start) && length($start);
4524 push @where, "$table._date > $end" if defined($end) && length($end);
4526 push @where, @{$opt{'where'}} if $opt{'where'};
4527 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4533 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4534 use FS::cust_main::Search;
4537 FS::cust_main::Search->search(@_);
4552 #warn join('-',keys %$param);
4553 my $fh = $param->{filehandle};
4554 my $agentnum = $param->{agentnum};
4555 my $format = $param->{format};
4557 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4560 if ( $format eq 'simple' ) {
4561 @fields = qw( custnum agent_custid amount pkg );
4563 die "unknown format $format";
4566 eval "use Text::CSV_XS;";
4569 my $csv = new Text::CSV_XS;
4576 local $SIG{HUP} = 'IGNORE';
4577 local $SIG{INT} = 'IGNORE';
4578 local $SIG{QUIT} = 'IGNORE';
4579 local $SIG{TERM} = 'IGNORE';
4580 local $SIG{TSTP} = 'IGNORE';
4581 local $SIG{PIPE} = 'IGNORE';
4583 my $oldAutoCommit = $FS::UID::AutoCommit;
4584 local $FS::UID::AutoCommit = 0;
4587 #while ( $columns = $csv->getline($fh) ) {
4589 while ( defined($line=<$fh>) ) {
4591 $csv->parse($line) or do {
4592 $dbh->rollback if $oldAutoCommit;
4593 return "can't parse: ". $csv->error_input();
4596 my @columns = $csv->fields();
4597 #warn join('-',@columns);
4600 foreach my $field ( @fields ) {
4601 $row{$field} = shift @columns;
4604 if ( $row{custnum} && $row{agent_custid} ) {
4605 dbh->rollback if $oldAutoCommit;
4606 return "can't specify custnum with agent_custid $row{agent_custid}";
4610 if ( $row{agent_custid} && $agentnum ) {
4611 %hash = ( 'agent_custid' => $row{agent_custid},
4612 'agentnum' => $agentnum,
4616 if ( $row{custnum} ) {
4617 %hash = ( 'custnum' => $row{custnum} );
4620 unless ( scalar(keys %hash) ) {
4621 $dbh->rollback if $oldAutoCommit;
4622 return "can't find customer without custnum or agent_custid and agentnum";
4625 my $cust_main = qsearchs('cust_main', { %hash } );
4626 unless ( $cust_main ) {
4627 $dbh->rollback if $oldAutoCommit;
4628 my $custnum = $row{custnum} || $row{agent_custid};
4629 return "unknown custnum $custnum";
4632 if ( $row{'amount'} > 0 ) {
4633 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4635 $dbh->rollback if $oldAutoCommit;
4639 } elsif ( $row{'amount'} < 0 ) {
4640 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4643 $dbh->rollback if $oldAutoCommit;
4653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4655 return "Empty file!" unless $imported;
4661 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4663 Deprecated. Use event notification and message templates
4664 (L<FS::msg_template>) instead.
4666 Sends a templated email notification to the customer (see L<Text::Template>).
4668 OPTIONS is a hash and may include
4670 I<from> - the email sender (default is invoice_from)
4672 I<to> - comma-separated scalar or arrayref of recipients
4673 (default is invoicing_list)
4675 I<subject> - The subject line of the sent email notification
4676 (default is "Notice from company_name")
4678 I<extra_fields> - a hashref of name/value pairs which will be substituted
4681 The following variables are vavailable in the template.
4683 I<$first> - the customer first name
4684 I<$last> - the customer last name
4685 I<$company> - the customer company
4686 I<$payby> - a description of the method of payment for the customer
4687 # would be nice to use FS::payby::shortname
4688 I<$payinfo> - the account information used to collect for this customer
4689 I<$expdate> - the expiration of the customer payment in seconds from epoch
4694 my ($self, $template, %options) = @_;
4696 return unless $conf->exists($template);
4698 my $from = $conf->config('invoice_from', $self->agentnum)
4699 if $conf->exists('invoice_from', $self->agentnum);
4700 $from = $options{from} if exists($options{from});
4702 my $to = join(',', $self->invoicing_list_emailonly);
4703 $to = $options{to} if exists($options{to});
4705 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4706 if $conf->exists('company_name', $self->agentnum);
4707 $subject = $options{subject} if exists($options{subject});
4709 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4710 SOURCE => [ map "$_\n",
4711 $conf->config($template)]
4713 or die "can't create new Text::Template object: Text::Template::ERROR";
4714 $notify_template->compile()
4715 or die "can't compile template: Text::Template::ERROR";
4717 $FS::notify_template::_template::company_name =
4718 $conf->config('company_name', $self->agentnum);
4719 $FS::notify_template::_template::company_address =
4720 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4722 my $paydate = $self->paydate || '2037-12-31';
4723 $FS::notify_template::_template::first = $self->first;
4724 $FS::notify_template::_template::last = $self->last;
4725 $FS::notify_template::_template::company = $self->company;
4726 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4727 my $payby = $self->payby;
4728 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4729 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4731 #credit cards expire at the end of the month/year of their exp date
4732 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4733 $FS::notify_template::_template::payby = 'credit card';
4734 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4735 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4737 }elsif ($payby eq 'COMP') {
4738 $FS::notify_template::_template::payby = 'complimentary account';
4740 $FS::notify_template::_template::payby = 'current method';
4742 $FS::notify_template::_template::expdate = $expire_time;
4744 for (keys %{$options{extra_fields}}){
4746 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4749 send_email(from => $from,
4751 subject => $subject,
4752 body => $notify_template->fill_in( PACKAGE =>
4753 'FS::notify_template::_template' ),
4758 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4760 Generates a templated notification to the customer (see L<Text::Template>).
4762 OPTIONS is a hash and may include
4764 I<extra_fields> - a hashref of name/value pairs which will be substituted
4765 into the template. These values may override values mentioned below
4766 and those from the customer record.
4768 The following variables are available in the template instead of or in addition
4769 to the fields of the customer record.
4771 I<$payby> - a description of the method of payment for the customer
4772 # would be nice to use FS::payby::shortname
4773 I<$payinfo> - the masked account information used to collect for this customer
4774 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4775 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4779 # a lot like cust_bill::print_latex
4780 sub generate_letter {
4781 my ($self, $template, %options) = @_;
4783 return unless $conf->exists($template);
4785 my $letter_template = new Text::Template
4787 SOURCE => [ map "$_\n", $conf->config($template)],
4788 DELIMITERS => [ '[@--', '--@]' ],
4790 or die "can't create new Text::Template object: Text::Template::ERROR";
4792 $letter_template->compile()
4793 or die "can't compile template: Text::Template::ERROR";
4795 my %letter_data = map { $_ => $self->$_ } $self->fields;
4796 $letter_data{payinfo} = $self->mask_payinfo;
4798 #my $paydate = $self->paydate || '2037-12-31';
4799 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4801 my $payby = $self->payby;
4802 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4803 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4805 #credit cards expire at the end of the month/year of their exp date
4806 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4807 $letter_data{payby} = 'credit card';
4808 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4809 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4811 }elsif ($payby eq 'COMP') {
4812 $letter_data{payby} = 'complimentary account';
4814 $letter_data{payby} = 'current method';
4816 $letter_data{expdate} = $expire_time;
4818 for (keys %{$options{extra_fields}}){
4819 $letter_data{$_} = $options{extra_fields}->{$_};
4822 unless(exists($letter_data{returnaddress})){
4823 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4824 $self->agent_template)
4826 if ( length($retadd) ) {
4827 $letter_data{returnaddress} = $retadd;
4828 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4829 $letter_data{returnaddress} =
4830 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4834 ( $conf->config('company_name', $self->agentnum),
4835 $conf->config('company_address', $self->agentnum),
4839 $letter_data{returnaddress} = '~';
4843 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4845 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4847 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4849 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4853 ) or die "can't open temp file: $!\n";
4854 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4855 or die "can't write temp file: $!\n";
4857 $letter_data{'logo_file'} = $lh->filename;
4859 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4863 ) or die "can't open temp file: $!\n";
4865 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4867 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4868 return ($1, $letter_data{'logo_file'});
4872 =item print_ps TEMPLATE
4874 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4880 my($file, $lfile) = $self->generate_letter(@_);
4881 my $ps = FS::Misc::generate_ps($file);
4882 unlink($file.'.tex');
4888 =item print TEMPLATE
4890 Prints the filled in template.
4892 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4896 sub queueable_print {
4899 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4900 or die "invalid customer number: " . $opt{custvnum};
4902 my $error = $self->print( $opt{template} );
4903 die $error if $error;
4907 my ($self, $template) = (shift, shift);
4908 do_print [ $self->print_ps($template) ];
4911 #these three subs should just go away once agent stuff is all config overrides
4913 sub agent_template {
4915 $self->_agent_plandata('agent_templatename');
4918 sub agent_invoice_from {
4920 $self->_agent_plandata('agent_invoice_from');
4923 sub _agent_plandata {
4924 my( $self, $option ) = @_;
4926 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4927 #agent-specific Conf
4929 use FS::part_event::Condition;
4931 my $agentnum = $self->agentnum;
4933 my $regexp = regexp_sql();
4935 my $part_event_option =
4937 'select' => 'part_event_option.*',
4938 'table' => 'part_event_option',
4940 LEFT JOIN part_event USING ( eventpart )
4941 LEFT JOIN part_event_option AS peo_agentnum
4942 ON ( part_event.eventpart = peo_agentnum.eventpart
4943 AND peo_agentnum.optionname = 'agentnum'
4944 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4946 LEFT JOIN part_event_condition
4947 ON ( part_event.eventpart = part_event_condition.eventpart
4948 AND part_event_condition.conditionname = 'cust_bill_age'
4950 LEFT JOIN part_event_condition_option
4951 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4952 AND part_event_condition_option.optionname = 'age'
4955 #'hashref' => { 'optionname' => $option },
4956 #'hashref' => { 'part_event_option.optionname' => $option },
4958 " WHERE part_event_option.optionname = ". dbh->quote($option).
4959 " AND action = 'cust_bill_send_agent' ".
4960 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4961 " AND peo_agentnum.optionname = 'agentnum' ".
4962 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4964 CASE WHEN part_event_condition_option.optionname IS NULL
4966 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
4968 , part_event.weight".
4972 unless ( $part_event_option ) {
4973 return $self->agent->invoice_template || ''
4974 if $option eq 'agent_templatename';
4978 $part_event_option->optionvalue;
4982 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
4984 Subroutine (not a method), designed to be called from the queue.
4986 Takes a list of options and values.
4988 Pulls up the customer record via the custnum option and calls bill_and_collect.
4993 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
4995 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
4996 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
4998 $cust_main->bill_and_collect( %args );
5001 sub process_bill_and_collect {
5003 my $param = thaw(decode_base64(shift));
5004 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5005 or die "custnum '$param->{custnum}' not found!\n";
5006 $param->{'job'} = $job;
5007 $param->{'fatal'} = 1; # runs from job queue, will be caught
5008 $param->{'retry'} = 1;
5010 $cust_main->bill_and_collect( %$param );
5013 =item process_censustract_update CUSTNUM
5015 Queueable function to update the census tract to the current year (as set in
5016 the 'census_year' configuration variable) and retrieve the new tract code.
5020 sub process_censustract_update {
5021 eval "use FS::Misc::Geo qw(get_censustract)";
5023 my $custnum = shift;
5024 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5025 or die "custnum '$custnum' not found!\n";
5027 my $new_year = $conf->config('census_year') or return;
5028 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5029 if ( $new_tract =~ /^\d/ ) {
5030 # then it's a tract code
5031 $cust_main->set('censustract', $new_tract);
5032 $cust_main->set('censusyear', $new_year);
5034 local($ignore_expired_card) = 1;
5035 local($ignore_illegal_zip) = 1;
5036 local($ignore_banned_card) = 1;
5037 local($skip_fuzzyfiles) = 1;
5038 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5039 my $error = $cust_main->replace;
5040 die $error if $error;
5043 # it's an error message
5049 #starting to take quite a while for big dbs
5050 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5051 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5052 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5053 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5054 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5055 # upgrade journal again? this is also an ancient problem
5056 # - otaker upgrade? journal and call it good? (double check to make sure
5057 # we're not still setting otaker here)
5059 #only going to get worse with new location stuff...
5061 sub _upgrade_data { #class method
5062 my ($class, %opts) = @_;
5065 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5068 #this seems to be the only expensive one.. why does it take so long?
5069 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5071 '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';
5072 FS::upgrade_journal->set_done('cust_main__signupdate');
5075 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5077 # fix yyyy-m-dd formatted paydates
5078 if ( driver_name =~ /^mysql/i ) {
5080 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5081 } else { # the SQL standard
5083 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5085 FS::upgrade_journal->set_done('cust_main__paydate');
5088 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5090 push @statements, #fix the weird BILL with a cc# in payinfo problem
5092 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5094 FS::upgrade_journal->set_done('cust_main__payinfo');
5099 foreach my $sql ( @statements ) {
5100 my $sth = dbh->prepare($sql) or die dbh->errstr;
5101 $sth->execute or die $sth->errstr;
5102 #warn ( (time - $t). " seconds\n" );
5106 local($ignore_expired_card) = 1;
5107 local($ignore_banned_card) = 1;
5108 local($skip_fuzzyfiles) = 1;
5109 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5110 $class->_upgrade_otaker(%opts);
5112 FS::cust_main::Location->_upgrade_data(%opts);
5122 The delete method should possibly take an FS::cust_main object reference
5123 instead of a scalar customer number.
5125 Bill and collect options should probably be passed as references instead of a
5128 There should probably be a configuration file with a list of allowed credit
5131 No multiple currency support (probably a larger project than just this module).
5133 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5135 Birthdates rely on negative epoch values.
5137 The payby for card/check batches is broken. With mixed batching, bad
5140 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5144 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5145 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5146 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.