5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Time::Local qw(timelocal_nocheck);
14 use Digest::MD5 qw(md5_base64);
18 use String::Approx qw(amatch);
19 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
29 use FS::cust_bill_pkg;
31 use FS::cust_pay_void;
32 use FS::cust_pay_batch;
35 use FS::part_referral;
36 use FS::cust_main_county;
38 use FS::cust_main_invoice;
39 use FS::cust_credit_bill;
40 use FS::cust_bill_pay;
41 use FS::prepay_credit;
45 use FS::part_event_condition;
47 use FS::cust_tax_exempt;
48 use FS::cust_tax_exempt_pkg;
50 use FS::payment_gateway;
51 use FS::agent_payment_gateway;
53 use FS::payinfo_Mixin;
56 @ISA = qw( FS::Record FS::payinfo_Mixin );
58 @EXPORT_OK = qw( smart_search );
60 $realtime_bop_decline_quiet = 0;
62 # 1 is mostly method/subroutine entry and options
63 # 2 traces progress of some operations
64 # 3 is even more information including possibly sensitive data
66 $me = '[FS::cust_main]';
70 $ignore_expired_card = 0;
72 @encrypted_fields = ('payinfo', 'paycvv');
73 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
75 #ask FS::UID to run this stuff for us later
76 #$FS::UID::callback{'FS::cust_main'} = sub {
77 install_callback FS::UID sub {
79 #yes, need it for stuff below (prolly should be cached)
84 my ( $hashref, $cache ) = @_;
85 if ( exists $hashref->{'pkgnum'} ) {
86 #@{ $self->{'_pkgnum'} } = ();
87 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
88 $self->{'_pkgnum'} = $subcache;
89 #push @{ $self->{'_pkgnum'} },
90 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
96 FS::cust_main - Object methods for cust_main records
102 $record = new FS::cust_main \%hash;
103 $record = new FS::cust_main { 'column' => 'value' };
105 $error = $record->insert;
107 $error = $new_record->replace($old_record);
109 $error = $record->delete;
111 $error = $record->check;
113 @cust_pkg = $record->all_pkgs;
115 @cust_pkg = $record->ncancelled_pkgs;
117 @cust_pkg = $record->suspended_pkgs;
119 $error = $record->bill;
120 $error = $record->bill %options;
121 $error = $record->bill 'time' => $time;
123 $error = $record->collect;
124 $error = $record->collect %options;
125 $error = $record->collect 'invoice_time' => $time,
130 An FS::cust_main object represents a customer. FS::cust_main inherits from
131 FS::Record. The following fields are currently supported:
135 =item custnum - primary key (assigned automatically for new customers)
137 =item agentnum - agent (see L<FS::agent>)
139 =item refnum - Advertising source (see L<FS::part_referral>)
145 =item ss - social security number (optional)
147 =item company - (optional)
151 =item address2 - (optional)
155 =item county - (optional, see L<FS::cust_main_county>)
157 =item state - (see L<FS::cust_main_county>)
161 =item country - (see L<FS::cust_main_county>)
163 =item daytime - phone (optional)
165 =item night - phone (optional)
167 =item fax - phone (optional)
169 =item ship_first - name
171 =item ship_last - name
173 =item ship_company - (optional)
177 =item ship_address2 - (optional)
181 =item ship_county - (optional, see L<FS::cust_main_county>)
183 =item ship_state - (see L<FS::cust_main_county>)
187 =item ship_country - (see L<FS::cust_main_county>)
189 =item ship_daytime - phone (optional)
191 =item ship_night - phone (optional)
193 =item ship_fax - phone (optional)
195 =item payby - Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
197 =item payinfo - Payment Information (See L<FS::payinfo_Mixin> for data format)
199 =item paymask - Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
203 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
205 =item paydate - expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
207 =item paystart_month - start date month (maestro/solo cards only)
209 =item paystart_year - start date year (maestro/solo cards only)
211 =item payissue - issue number (maestro/solo cards only)
213 =item payname - name on card or billing name
215 =item payip - IP address from which payment information was received
217 =item tax - tax exempt, empty or `Y'
219 =item otaker - order taker (assigned automatically, see L<FS::UID>)
221 =item comments - comments (optional)
223 =item referral_custnum - referring customer number
225 =item spool_cdr - Enable individual CDR spooling, empty or `Y'
235 Creates a new customer. To add the customer to the database, see L<"insert">.
237 Note that this stores the hash reference, not a distinct copy of the hash it
238 points to. You can ask the object for a copy with the I<hash> method.
242 sub table { 'cust_main'; }
244 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
246 Adds this customer to the database. If there is an error, returns the error,
247 otherwise returns false.
249 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
250 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
251 are inserted atomicly, or the transaction is rolled back. Passing an empty
252 hash reference is equivalent to not supplying this parameter. There should be
253 a better explanation of this, but until then, here's an example:
256 tie %hash, 'Tie::RefHash'; #this part is important
258 $cust_pkg => [ $svc_acct ],
261 $cust_main->insert( \%hash );
263 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
264 be set as the invoicing list (see L<"invoicing_list">). Errors return as
265 expected and rollback the entire transaction; it is not necessary to call
266 check_invoicing_list first. The invoicing_list is set after the records in the
267 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
268 invoicing_list destination to the newly-created svc_acct. Here's an example:
270 $cust_main->insert( {}, [ $email, 'POST' ] );
272 Currently available options are: I<depend_jobnum> and I<noexport>.
274 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
275 on the supplied jobnum (they will not run until the specific job completes).
276 This can be used to defer provisioning until some action completes (such
277 as running the customer's credit card successfully).
279 The I<noexport> option is deprecated. If I<noexport> is set true, no
280 provisioning jobs (exports) are scheduled. (You can schedule them later with
281 the B<reexport> method.)
287 my $cust_pkgs = @_ ? shift : {};
288 my $invoicing_list = @_ ? shift : '';
290 warn "$me insert called with options ".
291 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
294 local $SIG{HUP} = 'IGNORE';
295 local $SIG{INT} = 'IGNORE';
296 local $SIG{QUIT} = 'IGNORE';
297 local $SIG{TERM} = 'IGNORE';
298 local $SIG{TSTP} = 'IGNORE';
299 local $SIG{PIPE} = 'IGNORE';
301 my $oldAutoCommit = $FS::UID::AutoCommit;
302 local $FS::UID::AutoCommit = 0;
305 my $prepay_identifier = '';
306 my( $amount, $seconds ) = ( 0, 0 );
308 if ( $self->payby eq 'PREPAY' ) {
310 $self->payby('BILL');
311 $prepay_identifier = $self->payinfo;
314 warn " looking up prepaid card $prepay_identifier\n"
317 my $error = $self->get_prepay($prepay_identifier, \$amount, \$seconds);
319 $dbh->rollback if $oldAutoCommit;
320 #return "error applying prepaid card (transaction rolled back): $error";
324 $payby = 'PREP' if $amount;
326 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
329 $self->payby('BILL');
330 $amount = $self->paid;
334 warn " inserting $self\n"
337 $self->signupdate(time) unless $self->signupdate;
339 my $error = $self->SUPER::insert;
341 $dbh->rollback if $oldAutoCommit;
342 #return "inserting cust_main record (transaction rolled back): $error";
346 warn " setting invoicing list\n"
349 if ( $invoicing_list ) {
350 $error = $self->check_invoicing_list( $invoicing_list );
352 $dbh->rollback if $oldAutoCommit;
353 #return "checking invoicing_list (transaction rolled back): $error";
356 $self->invoicing_list( $invoicing_list );
359 if ( $conf->config('cust_main-skeleton_tables')
360 && $conf->config('cust_main-skeleton_custnum') ) {
362 warn " inserting skeleton records\n"
365 my $error = $self->start_copy_skel;
367 $dbh->rollback if $oldAutoCommit;
373 warn " ordering packages\n"
376 $error = $self->order_pkgs($cust_pkgs, \$seconds, %options);
378 $dbh->rollback if $oldAutoCommit;
383 $dbh->rollback if $oldAutoCommit;
384 return "No svc_acct record to apply pre-paid time";
388 warn " inserting initial $payby payment of $amount\n"
390 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
392 $dbh->rollback if $oldAutoCommit;
393 return "inserting payment (transaction rolled back): $error";
397 unless ( $import || $skip_fuzzyfiles ) {
398 warn " queueing fuzzyfiles update\n"
400 $error = $self->queue_fuzzyfiles_update;
402 $dbh->rollback if $oldAutoCommit;
403 return "updating fuzzy search cache: $error";
407 warn " insert complete; committing transaction\n"
410 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
415 sub start_copy_skel {
418 #'mg_user_preference' => {},
419 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
420 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
421 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
422 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
423 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
426 _copy_skel( 'cust_main', #tablename
427 $conf->config('cust_main-skeleton_custnum'), #sourceid
428 $self->custnum, #destid
429 @tables, #child tables
433 #recursive subroutine, not a method
435 my( $table, $sourceid, $destid, %child_tables ) = @_;
438 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
439 ( $table, $primary_key ) = ( $1, $2 );
441 my $dbdef_table = dbdef->table($table);
442 $primary_key = $dbdef_table->primary_key
443 or return "$table has no primary key".
444 " (or do you need to run dbdef-create?)";
447 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
448 join (', ', keys %child_tables). "\n"
451 foreach my $child_table_def ( keys %child_tables ) {
455 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
456 ( $child_table, $child_pkey ) = ( $1, $2 );
458 $child_table = $child_table_def;
460 $child_pkey = dbdef->table($child_table)->primary_key;
461 # or return "$table has no primary key".
462 # " (or do you need to run dbdef-create?)\n";
466 if ( keys %{ $child_tables{$child_table_def} } ) {
468 return "$child_table has no primary key".
469 " (run dbdef-create or try specifying it?)\n"
472 #false laziness w/Record::insert and only works on Pg
473 #refactor the proper last-inserted-id stuff out of Record::insert if this
474 # ever gets use for anything besides a quick kludge for one customer
475 my $default = dbdef->table($child_table)->column($child_pkey)->default;
476 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
477 or return "can't parse $child_table.$child_pkey default value ".
478 " for sequence name: $default";
483 my @sel_columns = grep { $_ ne $primary_key }
484 dbdef->table($child_table)->columns;
485 my $sel_columns = join(', ', @sel_columns );
487 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
488 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
489 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
491 my $sel_st = "SELECT $sel_columns FROM $child_table".
492 " WHERE $primary_key = $sourceid";
495 my $sel_sth = dbh->prepare( $sel_st )
496 or return dbh->errstr;
498 $sel_sth->execute or return $sel_sth->errstr;
500 while ( my $row = $sel_sth->fetchrow_hashref ) {
502 warn " selected row: ".
503 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
507 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
508 my $ins_sth =dbh->prepare($statement)
509 or return dbh->errstr;
510 my @param = ( $destid, map $row->{$_}, @ins_columns );
511 warn " $statement: [ ". join(', ', @param). " ]\n"
513 $ins_sth->execute( @param )
514 or return $ins_sth->errstr;
516 #next unless keys %{ $child_tables{$child_table} };
517 next unless $sequence;
519 #another section of that laziness
520 my $seq_sql = "SELECT currval('$sequence')";
521 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
522 $seq_sth->execute or return $seq_sth->errstr;
523 my $insertid = $seq_sth->fetchrow_arrayref->[0];
525 # don't drink soap! recurse! recurse! okay!
527 _copy_skel( $child_table_def,
528 $row->{$child_pkey}, #sourceid
530 %{ $child_tables{$child_table_def} },
532 return $error if $error;
542 =item order_pkgs HASHREF, [ SECONDSREF, [ , OPTION => VALUE ... ] ]
544 Like the insert method on an existing record, this method orders a package
545 and included services atomicaly. Pass a Tie::RefHash data structure to this
546 method containing FS::cust_pkg and FS::svc_I<tablename> objects. There should
547 be a better explanation of this, but until then, here's an example:
550 tie %hash, 'Tie::RefHash'; #this part is important
552 $cust_pkg => [ $svc_acct ],
555 $cust_main->order_pkgs( \%hash, \'0', 'noexport'=>1 );
557 Services can be new, in which case they are inserted, or existing unaudited
558 services, in which case they are linked to the newly-created package.
560 Currently available options are: I<depend_jobnum> and I<noexport>.
562 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
563 on the supplied jobnum (they will not run until the specific job completes).
564 This can be used to defer provisioning until some action completes (such
565 as running the customer's credit card successfully).
567 The I<noexport> option is deprecated. If I<noexport> is set true, no
568 provisioning jobs (exports) are scheduled. (You can schedule them later with
569 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
570 on the cust_main object is not recommended, as existing services will also be
577 my $cust_pkgs = shift;
580 my %svc_options = ();
581 $svc_options{'depend_jobnum'} = $options{'depend_jobnum'}
582 if exists $options{'depend_jobnum'};
583 warn "$me order_pkgs called with options ".
584 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
587 local $SIG{HUP} = 'IGNORE';
588 local $SIG{INT} = 'IGNORE';
589 local $SIG{QUIT} = 'IGNORE';
590 local $SIG{TERM} = 'IGNORE';
591 local $SIG{TSTP} = 'IGNORE';
592 local $SIG{PIPE} = 'IGNORE';
594 my $oldAutoCommit = $FS::UID::AutoCommit;
595 local $FS::UID::AutoCommit = 0;
598 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
600 foreach my $cust_pkg ( keys %$cust_pkgs ) {
601 $cust_pkg->custnum( $self->custnum );
602 my $error = $cust_pkg->insert;
604 $dbh->rollback if $oldAutoCommit;
605 return "inserting cust_pkg (transaction rolled back): $error";
607 foreach my $svc_something ( @{$cust_pkgs->{$cust_pkg}} ) {
608 if ( $svc_something->svcnum ) {
609 my $old_cust_svc = $svc_something->cust_svc;
610 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
611 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
612 $error = $new_cust_svc->replace($old_cust_svc);
614 $svc_something->pkgnum( $cust_pkg->pkgnum );
615 if ( $seconds && $$seconds && $svc_something->isa('FS::svc_acct') ) {
616 $svc_something->seconds( $svc_something->seconds + $$seconds );
619 $error = $svc_something->insert(%svc_options);
622 $dbh->rollback if $oldAutoCommit;
623 #return "inserting svc_ (transaction rolled back): $error";
629 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
633 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
635 Recharges this (existing) customer with the specified prepaid card (see
636 L<FS::prepay_credit>), specified either by I<identifier> or as an
637 FS::prepay_credit object. If there is an error, returns the error, otherwise
640 Optionally, four scalar references can be passed as well. They will have their
641 values filled in with the amount, number of seconds, and number of upload and
642 download bytes applied by this prepaid
647 sub recharge_prepay {
648 my( $self, $prepay_credit, $amountref, $secondsref,
649 $upbytesref, $downbytesref, $totalbytesref ) = @_;
651 local $SIG{HUP} = 'IGNORE';
652 local $SIG{INT} = 'IGNORE';
653 local $SIG{QUIT} = 'IGNORE';
654 local $SIG{TERM} = 'IGNORE';
655 local $SIG{TSTP} = 'IGNORE';
656 local $SIG{PIPE} = 'IGNORE';
658 my $oldAutoCommit = $FS::UID::AutoCommit;
659 local $FS::UID::AutoCommit = 0;
662 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
664 my $error = $self->get_prepay($prepay_credit, \$amount,
665 \$seconds, \$upbytes, \$downbytes, \$totalbytes)
666 || $self->increment_seconds($seconds)
667 || $self->increment_upbytes($upbytes)
668 || $self->increment_downbytes($downbytes)
669 || $self->increment_totalbytes($totalbytes)
670 || $self->insert_cust_pay_prepay( $amount,
672 ? $prepay_credit->identifier
677 $dbh->rollback if $oldAutoCommit;
681 if ( defined($amountref) ) { $$amountref = $amount; }
682 if ( defined($secondsref) ) { $$secondsref = $seconds; }
683 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
684 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
685 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
687 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
692 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ , AMOUNTREF, SECONDSREF
694 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
695 specified either by I<identifier> or as an FS::prepay_credit object.
697 References to I<amount> and I<seconds> scalars should be passed as arguments
698 and will be incremented by the values of the prepaid card.
700 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
701 check or set this customer's I<agentnum>.
703 If there is an error, returns the error, otherwise returns false.
709 my( $self, $prepay_credit, $amountref, $secondsref,
710 $upref, $downref, $totalref) = @_;
712 local $SIG{HUP} = 'IGNORE';
713 local $SIG{INT} = 'IGNORE';
714 local $SIG{QUIT} = 'IGNORE';
715 local $SIG{TERM} = 'IGNORE';
716 local $SIG{TSTP} = 'IGNORE';
717 local $SIG{PIPE} = 'IGNORE';
719 my $oldAutoCommit = $FS::UID::AutoCommit;
720 local $FS::UID::AutoCommit = 0;
723 unless ( ref($prepay_credit) ) {
725 my $identifier = $prepay_credit;
727 $prepay_credit = qsearchs(
729 { 'identifier' => $prepay_credit },
734 unless ( $prepay_credit ) {
735 $dbh->rollback if $oldAutoCommit;
736 return "Invalid prepaid card: ". $identifier;
741 if ( $prepay_credit->agentnum ) {
742 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
743 $dbh->rollback if $oldAutoCommit;
744 return "prepaid card not valid for agent ". $self->agentnum;
746 $self->agentnum($prepay_credit->agentnum);
749 my $error = $prepay_credit->delete;
751 $dbh->rollback if $oldAutoCommit;
752 return "removing prepay_credit (transaction rolled back): $error";
755 $$amountref += $prepay_credit->amount;
756 $$secondsref += $prepay_credit->seconds;
757 $$upref += $prepay_credit->upbytes;
758 $$downref += $prepay_credit->downbytes;
759 $$totalref += $prepay_credit->totalbytes;
761 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
766 =item increment_upbytes SECONDS
768 Updates this customer's single or primary account (see L<FS::svc_acct>) by
769 the specified number of upbytes. If there is an error, returns the error,
770 otherwise returns false.
774 sub increment_upbytes {
775 _increment_column( shift, 'upbytes', @_);
778 =item increment_downbytes SECONDS
780 Updates this customer's single or primary account (see L<FS::svc_acct>) by
781 the specified number of downbytes. If there is an error, returns the error,
782 otherwise returns false.
786 sub increment_downbytes {
787 _increment_column( shift, 'downbytes', @_);
790 =item increment_totalbytes SECONDS
792 Updates this customer's single or primary account (see L<FS::svc_acct>) by
793 the specified number of totalbytes. If there is an error, returns the error,
794 otherwise returns false.
798 sub increment_totalbytes {
799 _increment_column( shift, 'totalbytes', @_);
802 =item increment_seconds SECONDS
804 Updates this customer's single or primary account (see L<FS::svc_acct>) by
805 the specified number of seconds. If there is an error, returns the error,
806 otherwise returns false.
810 sub increment_seconds {
811 _increment_column( shift, 'seconds', @_);
814 =item _increment_column AMOUNT
816 Updates this customer's single or primary account (see L<FS::svc_acct>) by
817 the specified number of seconds or bytes. If there is an error, returns
818 the error, otherwise returns false.
822 sub _increment_column {
823 my( $self, $column, $amount ) = @_;
824 warn "$me increment_column called: $column, $amount\n"
827 return '' unless $amount;
829 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
830 $self->ncancelled_pkgs;
833 return 'No packages with primary or single services found'.
834 ' to apply pre-paid time';
835 } elsif ( scalar(@cust_pkg) > 1 ) {
836 #maybe have a way to specify the package/account?
837 return 'Multiple packages found to apply pre-paid time';
840 my $cust_pkg = $cust_pkg[0];
841 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
845 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
848 return 'No account found to apply pre-paid time';
849 } elsif ( scalar(@cust_svc) > 1 ) {
850 return 'Multiple accounts found to apply pre-paid time';
853 my $svc_acct = $cust_svc[0]->svc_x;
854 warn " found service svcnum ". $svc_acct->pkgnum.
855 ' ('. $svc_acct->email. ")\n"
858 $column = "increment_$column";
859 $svc_acct->$column($amount);
863 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
865 Inserts a prepayment in the specified amount for this customer. An optional
866 second argument can specify the prepayment identifier for tracking purposes.
867 If there is an error, returns the error, otherwise returns false.
871 sub insert_cust_pay_prepay {
872 shift->insert_cust_pay('PREP', @_);
875 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
877 Inserts a cash payment in the specified amount for this customer. An optional
878 second argument can specify the payment identifier for tracking purposes.
879 If there is an error, returns the error, otherwise returns false.
883 sub insert_cust_pay_cash {
884 shift->insert_cust_pay('CASH', @_);
887 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
889 Inserts a Western Union payment in the specified amount for this customer. An
890 optional second argument can specify the prepayment identifier for tracking
891 purposes. If there is an error, returns the error, otherwise returns false.
895 sub insert_cust_pay_west {
896 shift->insert_cust_pay('WEST', @_);
899 sub insert_cust_pay {
900 my( $self, $payby, $amount ) = splice(@_, 0, 3);
901 my $payinfo = scalar(@_) ? shift : '';
903 my $cust_pay = new FS::cust_pay {
904 'custnum' => $self->custnum,
905 'paid' => sprintf('%.2f', $amount),
906 #'_date' => #date the prepaid card was purchased???
908 'payinfo' => $payinfo,
916 This method is deprecated. See the I<depend_jobnum> option to the insert and
917 order_pkgs methods for a better way to defer provisioning.
919 Re-schedules all exports by calling the B<reexport> method of all associated
920 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
921 otherwise returns false.
928 carp "WARNING: FS::cust_main::reexport is deprectated; ".
929 "use the depend_jobnum option to insert or order_pkgs to delay export";
931 local $SIG{HUP} = 'IGNORE';
932 local $SIG{INT} = 'IGNORE';
933 local $SIG{QUIT} = 'IGNORE';
934 local $SIG{TERM} = 'IGNORE';
935 local $SIG{TSTP} = 'IGNORE';
936 local $SIG{PIPE} = 'IGNORE';
938 my $oldAutoCommit = $FS::UID::AutoCommit;
939 local $FS::UID::AutoCommit = 0;
942 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
943 my $error = $cust_pkg->reexport;
945 $dbh->rollback if $oldAutoCommit;
950 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
955 =item delete NEW_CUSTNUM
957 This deletes the customer. If there is an error, returns the error, otherwise
960 This will completely remove all traces of the customer record. This is not
961 what you want when a customer cancels service; for that, cancel all of the
962 customer's packages (see L</cancel>).
964 If the customer has any uncancelled packages, you need to pass a new (valid)
965 customer number for those packages to be transferred to. Cancelled packages
966 will be deleted. Did I mention that this is NOT what you want when a customer
967 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
969 You can't delete a customer with invoices (see L<FS::cust_bill>),
970 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
971 refunds (see L<FS::cust_refund>).
978 local $SIG{HUP} = 'IGNORE';
979 local $SIG{INT} = 'IGNORE';
980 local $SIG{QUIT} = 'IGNORE';
981 local $SIG{TERM} = 'IGNORE';
982 local $SIG{TSTP} = 'IGNORE';
983 local $SIG{PIPE} = 'IGNORE';
985 my $oldAutoCommit = $FS::UID::AutoCommit;
986 local $FS::UID::AutoCommit = 0;
989 if ( $self->cust_bill ) {
990 $dbh->rollback if $oldAutoCommit;
991 return "Can't delete a customer with invoices";
993 if ( $self->cust_credit ) {
994 $dbh->rollback if $oldAutoCommit;
995 return "Can't delete a customer with credits";
997 if ( $self->cust_pay ) {
998 $dbh->rollback if $oldAutoCommit;
999 return "Can't delete a customer with payments";
1001 if ( $self->cust_refund ) {
1002 $dbh->rollback if $oldAutoCommit;
1003 return "Can't delete a customer with refunds";
1006 my @cust_pkg = $self->ncancelled_pkgs;
1008 my $new_custnum = shift;
1009 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1010 $dbh->rollback if $oldAutoCommit;
1011 return "Invalid new customer number: $new_custnum";
1013 foreach my $cust_pkg ( @cust_pkg ) {
1014 my %hash = $cust_pkg->hash;
1015 $hash{'custnum'} = $new_custnum;
1016 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1017 my $error = $new_cust_pkg->replace($cust_pkg,
1018 options => { $cust_pkg->options },
1021 $dbh->rollback if $oldAutoCommit;
1026 my @cancelled_cust_pkg = $self->all_pkgs;
1027 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1028 my $error = $cust_pkg->delete;
1030 $dbh->rollback if $oldAutoCommit;
1035 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1036 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1038 my $error = $cust_main_invoice->delete;
1040 $dbh->rollback if $oldAutoCommit;
1045 my $error = $self->SUPER::delete;
1047 $dbh->rollback if $oldAutoCommit;
1051 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1056 =item replace OLD_RECORD [ INVOICING_LIST_ARYREF ]
1058 Replaces the OLD_RECORD with this one in the database. If there is an error,
1059 returns the error, otherwise returns false.
1061 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1062 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1063 expected and rollback the entire transaction; it is not necessary to call
1064 check_invoicing_list first. Here's an example:
1066 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1074 warn "$me replace called\n"
1077 local $SIG{HUP} = 'IGNORE';
1078 local $SIG{INT} = 'IGNORE';
1079 local $SIG{QUIT} = 'IGNORE';
1080 local $SIG{TERM} = 'IGNORE';
1081 local $SIG{TSTP} = 'IGNORE';
1082 local $SIG{PIPE} = 'IGNORE';
1084 # We absolutely have to have an old vs. new record to make this work.
1085 if (!defined($old)) {
1086 $old = qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
1089 my $curuser = $FS::CurrentUser::CurrentUser;
1090 if ( $self->payby eq 'COMP'
1091 && $self->payby ne $old->payby
1092 && ! $curuser->access_right('Complimentary customer')
1095 return "You are not permitted to create complimentary accounts.";
1098 local($ignore_expired_card) = 1
1099 if $old->payby =~ /^(CARD|DCRD)$/
1100 && $self->payby =~ /^(CARD|DCRD)$/
1101 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1103 my $oldAutoCommit = $FS::UID::AutoCommit;
1104 local $FS::UID::AutoCommit = 0;
1107 my $error = $self->SUPER::replace($old);
1110 $dbh->rollback if $oldAutoCommit;
1114 if ( @param ) { # INVOICING_LIST_ARYREF
1115 my $invoicing_list = shift @param;
1116 $error = $self->check_invoicing_list( $invoicing_list );
1118 $dbh->rollback if $oldAutoCommit;
1121 $self->invoicing_list( $invoicing_list );
1124 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1125 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1126 # card/check/lec info has changed, want to retry realtime_ invoice events
1127 my $error = $self->retry_realtime;
1129 $dbh->rollback if $oldAutoCommit;
1134 unless ( $import || $skip_fuzzyfiles ) {
1135 $error = $self->queue_fuzzyfiles_update;
1137 $dbh->rollback if $oldAutoCommit;
1138 return "updating fuzzy search cache: $error";
1142 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1147 =item queue_fuzzyfiles_update
1149 Used by insert & replace to update the fuzzy search cache
1153 sub queue_fuzzyfiles_update {
1156 local $SIG{HUP} = 'IGNORE';
1157 local $SIG{INT} = 'IGNORE';
1158 local $SIG{QUIT} = 'IGNORE';
1159 local $SIG{TERM} = 'IGNORE';
1160 local $SIG{TSTP} = 'IGNORE';
1161 local $SIG{PIPE} = 'IGNORE';
1163 my $oldAutoCommit = $FS::UID::AutoCommit;
1164 local $FS::UID::AutoCommit = 0;
1167 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1168 my $error = $queue->insert( map $self->getfield($_),
1169 qw(first last company)
1172 $dbh->rollback if $oldAutoCommit;
1173 return "queueing job (transaction rolled back): $error";
1176 if ( $self->ship_last ) {
1177 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1178 $error = $queue->insert( map $self->getfield("ship_$_"),
1179 qw(first last company)
1182 $dbh->rollback if $oldAutoCommit;
1183 return "queueing job (transaction rolled back): $error";
1187 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1194 Checks all fields to make sure this is a valid customer record. If there is
1195 an error, returns the error, otherwise returns false. Called by the insert
1196 and replace methods.
1203 warn "$me check BEFORE: \n". $self->_dump
1207 $self->ut_numbern('custnum')
1208 || $self->ut_number('agentnum')
1209 || $self->ut_textn('agent_custid')
1210 || $self->ut_number('refnum')
1211 || $self->ut_name('last')
1212 || $self->ut_name('first')
1213 || $self->ut_snumbern('birthdate')
1214 || $self->ut_snumbern('signupdate')
1215 || $self->ut_textn('company')
1216 || $self->ut_text('address1')
1217 || $self->ut_textn('address2')
1218 || $self->ut_text('city')
1219 || $self->ut_textn('county')
1220 || $self->ut_textn('state')
1221 || $self->ut_country('country')
1222 || $self->ut_anything('comments')
1223 || $self->ut_numbern('referral_custnum')
1224 || $self->ut_textn('stateid')
1225 || $self->ut_textn('stateid_state')
1226 || $self->ut_textn('invoice_terms')
1228 #barf. need message catalogs. i18n. etc.
1229 $error .= "Please select an advertising source."
1230 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1231 return $error if $error;
1233 return "Unknown agent"
1234 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1236 return "Unknown refnum"
1237 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1239 return "Unknown referring custnum: ". $self->referral_custnum
1240 unless ! $self->referral_custnum
1241 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1243 if ( $self->ss eq '' ) {
1248 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1249 or return "Illegal social security number: ". $self->ss;
1250 $self->ss("$1-$2-$3");
1254 # bad idea to disable, causes billing to fail because of no tax rates later
1255 # unless ( $import ) {
1256 unless ( qsearch('cust_main_county', {
1257 'country' => $self->country,
1260 return "Unknown state/county/country: ".
1261 $self->state. "/". $self->county. "/". $self->country
1262 unless qsearch('cust_main_county',{
1263 'state' => $self->state,
1264 'county' => $self->county,
1265 'country' => $self->country,
1271 $self->ut_phonen('daytime', $self->country)
1272 || $self->ut_phonen('night', $self->country)
1273 || $self->ut_phonen('fax', $self->country)
1274 || $self->ut_zip('zip', $self->country)
1276 return $error if $error;
1278 if ( $conf->exists('cust_main-require_phone')
1279 && ! length($self->daytime) && ! length($self->night)
1282 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1284 : FS::Msgcat::_gettext('daytime');
1285 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1287 : FS::Msgcat::_gettext('night');
1289 return "$daytime_label or $night_label is required"
1294 last first company address1 address2 city county state zip
1295 country daytime night fax
1298 if ( defined $self->dbdef_table->column('ship_last') ) {
1299 if ( scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1301 && scalar ( grep { $self->getfield("ship_$_") ne '' } @addfields )
1305 $self->ut_name('ship_last')
1306 || $self->ut_name('ship_first')
1307 || $self->ut_textn('ship_company')
1308 || $self->ut_text('ship_address1')
1309 || $self->ut_textn('ship_address2')
1310 || $self->ut_text('ship_city')
1311 || $self->ut_textn('ship_county')
1312 || $self->ut_textn('ship_state')
1313 || $self->ut_country('ship_country')
1315 return $error if $error;
1317 #false laziness with above
1318 unless ( qsearchs('cust_main_county', {
1319 'country' => $self->ship_country,
1322 return "Unknown ship_state/ship_county/ship_country: ".
1323 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1324 unless qsearch('cust_main_county',{
1325 'state' => $self->ship_state,
1326 'county' => $self->ship_county,
1327 'country' => $self->ship_country,
1333 $self->ut_phonen('ship_daytime', $self->ship_country)
1334 || $self->ut_phonen('ship_night', $self->ship_country)
1335 || $self->ut_phonen('ship_fax', $self->ship_country)
1336 || $self->ut_zip('ship_zip', $self->ship_country)
1338 return $error if $error;
1340 } else { # ship_ info eq billing info, so don't store dup info in database
1341 $self->setfield("ship_$_", '')
1342 foreach qw( last first company address1 address2 city county state zip
1343 country daytime night fax );
1347 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1348 # or return "Illegal payby: ". $self->payby;
1350 FS::payby->can_payby($self->table, $self->payby)
1351 or return "Illegal payby: ". $self->payby;
1353 $error = $self->ut_numbern('paystart_month')
1354 || $self->ut_numbern('paystart_year')
1355 || $self->ut_numbern('payissue')
1356 || $self->ut_textn('paytype')
1358 return $error if $error;
1360 if ( $self->payip eq '' ) {
1363 $error = $self->ut_ip('payip');
1364 return $error if $error;
1367 # If it is encrypted and the private key is not availaible then we can't
1368 # check the credit card.
1370 my $check_payinfo = 1;
1372 if ($self->is_encrypted($self->payinfo)) {
1376 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1378 my $payinfo = $self->payinfo;
1379 $payinfo =~ s/\D//g;
1380 $payinfo =~ /^(\d{13,16})$/
1381 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1383 $self->payinfo($payinfo);
1385 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1387 return gettext('unknown_card_type')
1388 if cardtype($self->payinfo) eq "Unknown";
1390 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1392 return 'Banned credit card: banned on '.
1393 time2str('%a %h %o at %r', $ban->_date).
1394 ' by '. $ban->otaker.
1395 ' (ban# '. $ban->bannum. ')';
1398 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1399 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1400 $self->paycvv =~ /^(\d{4})$/
1401 or return "CVV2 (CID) for American Express cards is four digits.";
1404 $self->paycvv =~ /^(\d{3})$/
1405 or return "CVV2 (CVC2/CID) is three digits.";
1412 my $cardtype = cardtype($payinfo);
1413 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1415 return "Start date or issue number is required for $cardtype cards"
1416 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1418 return "Start month must be between 1 and 12"
1419 if $self->paystart_month
1420 and $self->paystart_month < 1 || $self->paystart_month > 12;
1422 return "Start year must be 1990 or later"
1423 if $self->paystart_year
1424 and $self->paystart_year < 1990;
1426 return "Issue number must be beween 1 and 99"
1428 and $self->payissue < 1 || $self->payissue > 99;
1431 $self->paystart_month('');
1432 $self->paystart_year('');
1433 $self->payissue('');
1436 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1438 my $payinfo = $self->payinfo;
1439 $payinfo =~ s/[^\d\@]//g;
1440 if ( $conf->exists('echeck-nonus') ) {
1441 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1442 $payinfo = "$1\@$2";
1444 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1445 $payinfo = "$1\@$2";
1447 $self->payinfo($payinfo);
1450 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1452 return 'Banned ACH account: banned on '.
1453 time2str('%a %h %o at %r', $ban->_date).
1454 ' by '. $ban->otaker.
1455 ' (ban# '. $ban->bannum. ')';
1458 } elsif ( $self->payby eq 'LECB' ) {
1460 my $payinfo = $self->payinfo;
1461 $payinfo =~ s/\D//g;
1462 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1464 $self->payinfo($payinfo);
1467 } elsif ( $self->payby eq 'BILL' ) {
1469 $error = $self->ut_textn('payinfo');
1470 return "Illegal P.O. number: ". $self->payinfo if $error;
1473 } elsif ( $self->payby eq 'COMP' ) {
1475 my $curuser = $FS::CurrentUser::CurrentUser;
1476 if ( ! $self->custnum
1477 && ! $curuser->access_right('Complimentary customer')
1480 return "You are not permitted to create complimentary accounts."
1483 $error = $self->ut_textn('payinfo');
1484 return "Illegal comp account issuer: ". $self->payinfo if $error;
1487 } elsif ( $self->payby eq 'PREPAY' ) {
1489 my $payinfo = $self->payinfo;
1490 $payinfo =~ s/\W//g; #anything else would just confuse things
1491 $self->payinfo($payinfo);
1492 $error = $self->ut_alpha('payinfo');
1493 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1494 return "Unknown prepayment identifier"
1495 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1500 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1501 return "Expiration date required"
1502 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1506 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1507 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1508 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1509 ( $m, $y ) = ( $3, "20$2" );
1511 return "Illegal expiration date: ". $self->paydate;
1513 $self->paydate("$y-$m-01");
1514 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1515 return gettext('expired_card')
1517 && !$ignore_expired_card
1518 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1521 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1522 ( ! $conf->exists('require_cardname')
1523 || $self->payby !~ /^(CARD|DCRD)$/ )
1525 $self->payname( $self->first. " ". $self->getfield('last') );
1527 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1528 or return gettext('illegal_name'). " payname: ". $self->payname;
1532 foreach my $flag (qw( tax spool_cdr )) {
1533 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1537 $self->otaker(getotaker) unless $self->otaker;
1539 warn "$me check AFTER: \n". $self->_dump
1542 $self->SUPER::check;
1547 Returns all packages (see L<FS::cust_pkg>) for this customer.
1554 return $self->num_pkgs unless wantarray;
1557 if ( $self->{'_pkgnum'} ) {
1558 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1560 @cust_pkg = qsearch( 'cust_pkg', { 'custnum' => $self->custnum });
1563 sort sort_packages @cust_pkg;
1568 Synonym for B<all_pkgs>.
1573 shift->all_pkgs(@_);
1576 =item ncancelled_pkgs
1578 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1582 sub ncancelled_pkgs {
1585 return $self->num_ncancelled_pkgs unless wantarray;
1588 if ( $self->{'_pkgnum'} ) {
1590 warn "$me ncancelled_pkgs: returning cached objects"
1593 @cust_pkg = grep { ! $_->getfield('cancel') }
1594 values %{ $self->{'_pkgnum'}->cache };
1598 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1599 $self->custnum. "\n"
1603 qsearch( 'cust_pkg', {
1604 'custnum' => $self->custnum,
1608 qsearch( 'cust_pkg', {
1609 'custnum' => $self->custnum,
1614 sort sort_packages @cust_pkg;
1618 # This should be generalized to use config options to determine order.
1620 if ( $a->get('cancel') and $b->get('cancel') ) {
1621 $a->pkgnum <=> $b->pkgnum;
1622 } elsif ( $a->get('cancel') or $b->get('cancel') ) {
1623 return -1 if $b->get('cancel');
1624 return 1 if $a->get('cancel');
1627 $a->pkgnum <=> $b->pkgnum;
1631 =item suspended_pkgs
1633 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1637 sub suspended_pkgs {
1639 grep { $_->susp } $self->ncancelled_pkgs;
1642 =item unflagged_suspended_pkgs
1644 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1645 customer (thouse packages without the `manual_flag' set).
1649 sub unflagged_suspended_pkgs {
1651 return $self->suspended_pkgs
1652 unless dbdef->table('cust_pkg')->column('manual_flag');
1653 grep { ! $_->manual_flag } $self->suspended_pkgs;
1656 =item unsuspended_pkgs
1658 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1663 sub unsuspended_pkgs {
1665 grep { ! $_->susp } $self->ncancelled_pkgs;
1668 =item num_cancelled_pkgs
1670 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1675 sub num_cancelled_pkgs {
1676 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1679 sub num_ncancelled_pkgs {
1680 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1684 my( $self ) = shift;
1685 my $sql = scalar(@_) ? shift : '';
1686 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1687 my $sth = dbh->prepare(
1688 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1689 ) or die dbh->errstr;
1690 $sth->execute($self->custnum) or die $sth->errstr;
1691 $sth->fetchrow_arrayref->[0];
1696 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1697 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1698 on success or a list of errors.
1704 grep { $_->unsuspend } $self->suspended_pkgs;
1709 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1711 Returns a list: an empty list on success or a list of errors.
1717 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
1720 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1722 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
1723 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
1724 of a list of pkgparts; the hashref has the following keys:
1728 =item pkgparts - listref of pkgparts
1730 =item (other options are passed to the suspend method)
1735 Returns a list: an empty list on success or a list of errors.
1739 sub suspend_if_pkgpart {
1741 my (@pkgparts, %opt);
1742 if (ref($_[0]) eq 'HASH'){
1743 @pkgparts = @{$_[0]{pkgparts}};
1748 grep { $_->suspend(%opt) }
1749 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
1750 $self->unsuspended_pkgs;
1753 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
1755 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
1756 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
1757 instead of a list of pkgparts; the hashref has the following keys:
1761 =item pkgparts - listref of pkgparts
1763 =item (other options are passed to the suspend method)
1767 Returns a list: an empty list on success or a list of errors.
1771 sub suspend_unless_pkgpart {
1773 my (@pkgparts, %opt);
1774 if (ref($_[0]) eq 'HASH'){
1775 @pkgparts = @{$_[0]{pkgparts}};
1780 grep { $_->suspend(%opt) }
1781 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
1782 $self->unsuspended_pkgs;
1785 =item cancel [ OPTION => VALUE ... ]
1787 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
1789 Available options are:
1793 =item quiet - can be set true to supress email cancellation notices.
1795 =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.
1797 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
1801 Always returns a list: an empty list on success or a list of errors.
1806 my( $self, %opt ) = @_;
1808 warn "$me cancel called on customer ". $self->custnum. " with options ".
1809 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
1812 return ( 'access denied' )
1813 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
1815 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
1817 #should try decryption (we might have the private key)
1818 # and if not maybe queue a job for the server that does?
1819 return ( "Can't (yet) ban encrypted credit cards" )
1820 if $self->is_encrypted($self->payinfo);
1822 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
1823 my $error = $ban->insert;
1824 return ( $error ) if $error;
1828 my @pkgs = $self->ncancelled_pkgs;
1830 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
1831 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
1834 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
1837 sub _banned_pay_hashref {
1848 'payby' => $payby2ban{$self->payby},
1849 'payinfo' => md5_base64($self->payinfo),
1850 #don't ever *search* on reason! #'reason' =>
1856 Returns all notes (see L<FS::cust_main_note>) for this customer.
1863 qsearch( 'cust_main_note',
1864 { 'custnum' => $self->custnum },
1866 'ORDER BY _DATE DESC'
1872 Returns the agent (see L<FS::agent>) for this customer.
1878 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1881 =item bill_and_collect
1883 Cancels and suspends any packages due, generates bills, applies payments and
1886 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
1888 Options are passed as name-value pairs. Currently available options are:
1894 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1898 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1902 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
1906 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1910 If set true, re-charges setup fees.
1914 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1920 sub bill_and_collect {
1921 my( $self, %options ) = @_;
1927 #$^T not $options{time} because freeside-daily -d is for pre-printing invoices
1928 foreach my $cust_pkg (
1929 grep { $_->expire && $_->expire <= $^T } $self->ncancelled_pkgs
1931 my $error = $cust_pkg->cancel;
1932 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
1933 " for custnum ". $self->custnum. ": $error"
1941 #$^T not $options{time} because freeside-daily -d is for pre-printing invoices
1942 foreach my $cust_pkg (
1943 grep { ( $_->part_pkg->is_prepaid && $_->bill && $_->bill < $^T
1944 || $_->adjourn && $_->adjourn <= $^T
1948 $self->ncancelled_pkgs
1950 my $error = $cust_pkg->suspend;
1951 warn "Error suspending package ". $cust_pkg->pkgnum.
1952 " for custnum ". $self->custnum. ": $error"
1960 my $error = $self->bill( %options );
1961 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
1963 $self->apply_payments_and_credits;
1965 $error = $self->collect( %options );
1966 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
1972 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
1973 conjunction with the collect method by calling B<bill_and_collect>.
1975 If there is an error, returns the error, otherwise returns false.
1977 Options are passed as name-value pairs. Currently available options are:
1983 If set true, re-charges setup fees.
1987 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
1991 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
1995 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
1997 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2001 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2008 my( $self, %options ) = @_;
2009 return '' if $self->payby eq 'COMP';
2010 warn "$me bill customer ". $self->custnum. "\n"
2013 my $time = $options{'time'} || time;
2018 local $SIG{HUP} = 'IGNORE';
2019 local $SIG{INT} = 'IGNORE';
2020 local $SIG{QUIT} = 'IGNORE';
2021 local $SIG{TERM} = 'IGNORE';
2022 local $SIG{TSTP} = 'IGNORE';
2023 local $SIG{PIPE} = 'IGNORE';
2025 my $oldAutoCommit = $FS::UID::AutoCommit;
2026 local $FS::UID::AutoCommit = 0;
2029 $self->select_for_update; #mutex
2031 #create a new invoice
2032 #(we'll remove it later if it doesn't actually need to be generated [contains
2033 # no line items] and we're inside a transaciton so nothing else will see it)
2034 my $cust_bill = new FS::cust_bill ( {
2035 'custnum' => $self->custnum,
2036 '_date' => ( $options{'invoice_time'} || $time ),
2037 #'charged' => $charged,
2040 $error = $cust_bill->insert;
2042 $dbh->rollback if $oldAutoCommit;
2043 return "can't create invoice for customer #". $self->custnum. ": $error";
2045 my $invnum = $cust_bill->invnum;
2048 # find the packages which are due for billing, find out how much they are
2049 # & generate invoice database.
2052 my( $total_setup, $total_recur ) = ( 0, 0 );
2054 my @precommit_hooks = ();
2056 foreach my $cust_pkg (
2057 qsearch('cust_pkg', { 'custnum' => $self->custnum } )
2060 #NO!! next if $cust_pkg->cancel;
2061 next if $cust_pkg->getfield('cancel');
2063 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2065 #? to avoid use of uninitialized value errors... ?
2066 $cust_pkg->setfield('bill', '')
2067 unless defined($cust_pkg->bill);
2069 my $part_pkg = $cust_pkg->part_pkg;
2071 my %hash = $cust_pkg->hash;
2072 my $old_cust_pkg = new FS::cust_pkg \%hash;
2081 if ( ! $cust_pkg->setup &&
2083 ( $conf->exists('disable_setup_suspended_pkgs') &&
2084 ! $cust_pkg->getfield('susp')
2085 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2087 || $options{'resetup'}
2090 warn " bill setup\n" if $DEBUG > 1;
2092 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2094 $dbh->rollback if $oldAutoCommit;
2095 return "$@ running calc_setup for $cust_pkg\n";
2098 $cust_pkg->setfield('setup', $time) unless $cust_pkg->setup;
2102 # bill recurring fee
2107 if ( $part_pkg->getfield('freq') ne '0' &&
2108 ! $cust_pkg->getfield('susp') &&
2109 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2112 # XXX should this be a package event? probably. events are called
2113 # at collection time at the moment, though...
2114 if ( $part_pkg->can('reset_usage') ) {
2115 warn " resetting usage counters" if $DEBUG > 1;
2116 $part_pkg->reset_usage($cust_pkg);
2119 warn " bill recur\n" if $DEBUG > 1;
2121 # XXX shared with $recur_prog
2122 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2124 #over two params! lets at least switch to a hashref for the rest...
2125 my %param = ( 'precommit_hooks' => \@precommit_hooks, );
2127 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2129 $dbh->rollback if $oldAutoCommit;
2130 return "$@ running calc_recur for $cust_pkg\n";
2133 #change this bit to use Date::Manip? CAREFUL with timezones (see
2134 # mailing list archive)
2135 my ($sec,$min,$hour,$mday,$mon,$year) =
2136 (localtime($sdate) )[0,1,2,3,4,5];
2138 #pro-rating magic - if $recur_prog fiddles $sdate, want to use that
2139 # only for figuring next bill date, nothing else, so, reset $sdate again
2141 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2142 $cust_pkg->last_bill($sdate)
2143 if $cust_pkg->dbdef_table->column('last_bill');
2145 if ( $part_pkg->freq =~ /^\d+$/ ) {
2146 $mon += $part_pkg->freq;
2147 until ( $mon < 12 ) { $mon -= 12; $year++; }
2148 } elsif ( $part_pkg->freq =~ /^(\d+)w$/ ) {
2150 $mday += $weeks * 7;
2151 } elsif ( $part_pkg->freq =~ /^(\d+)d$/ ) {
2154 } elsif ( $part_pkg->freq =~ /^(\d+)h$/ ) {
2158 $dbh->rollback if $oldAutoCommit;
2159 return "unparsable frequency: ". $part_pkg->freq;
2161 $cust_pkg->setfield('bill',
2162 timelocal_nocheck($sec,$min,$hour,$mday,$mon,$year));
2165 warn "\$setup is undefined" unless defined($setup);
2166 warn "\$recur is undefined" unless defined($recur);
2167 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2170 # If $cust_pkg has been modified, update it and create cust_bill_pkg records
2173 if ( $cust_pkg->modified ) { # hmmm.. and if the options are modified?
2175 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2178 $error=$cust_pkg->replace($old_cust_pkg,
2179 options => { $cust_pkg->options },
2181 if ( $error ) { #just in case
2182 $dbh->rollback if $oldAutoCommit;
2183 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error";
2186 $setup = sprintf( "%.2f", $setup );
2187 $recur = sprintf( "%.2f", $recur );
2188 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2189 $dbh->rollback if $oldAutoCommit;
2190 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2192 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2193 $dbh->rollback if $oldAutoCommit;
2194 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2197 if ( $setup != 0 || $recur != 0 ) {
2199 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2201 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2202 'invnum' => $invnum,
2203 'pkgnum' => $cust_pkg->pkgnum,
2207 'edate' => $cust_pkg->bill,
2208 'details' => \@details,
2210 $error = $cust_bill_pkg->insert;
2212 $dbh->rollback if $oldAutoCommit;
2213 return "can't create invoice line item for invoice #$invnum: $error";
2215 $total_setup += $setup;
2216 $total_recur += $recur;
2222 unless ( $self->tax =~ /Y/i || $self->payby eq 'COMP' ) {
2225 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2228 my %taxhash = map { $_ => $self->get("$prefix$_") }
2229 qw( state county country );
2231 $taxhash{'taxclass'} = $part_pkg->taxclass;
2233 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2236 $taxhash{'taxclass'} = '';
2237 @taxes = qsearch( 'cust_main_county', \%taxhash );
2240 #one more try at a whole-country tax rate
2242 $taxhash{$_} = '' foreach qw( state county );
2243 @taxes = qsearch( 'cust_main_county', \%taxhash );
2246 # maybe eliminate this entirely, along with all the 0% records
2248 $dbh->rollback if $oldAutoCommit;
2250 "fatal: can't find tax rate for state/county/country/taxclass ".
2251 join('/', ( map $self->get("$prefix$_"),
2252 qw(state county country)
2254 $part_pkg->taxclass ). "\n";
2257 foreach my $tax ( @taxes ) {
2259 my $taxable_charged = 0;
2260 $taxable_charged += $setup
2261 unless $part_pkg->setuptax =~ /^Y$/i
2262 || $tax->setuptax =~ /^Y$/i;
2263 $taxable_charged += $recur
2264 unless $part_pkg->recurtax =~ /^Y$/i
2265 || $tax->recurtax =~ /^Y$/i;
2266 next unless $taxable_charged;
2268 if ( $tax->exempt_amount && $tax->exempt_amount > 0 ) {
2269 #my ($mon,$year) = (localtime($sdate) )[4,5];
2270 my ($mon,$year) = (localtime( $sdate || $cust_bill->_date ) )[4,5];
2272 my $freq = $part_pkg->freq || 1;
2273 if ( $freq !~ /(\d+)$/ ) {
2274 $dbh->rollback if $oldAutoCommit;
2275 return "daily/weekly package definitions not (yet?)".
2276 " compatible with monthly tax exemptions";
2278 my $taxable_per_month =
2279 sprintf("%.2f", $taxable_charged / $freq );
2281 #call the whole thing off if this customer has any old
2282 #exemption records...
2283 my @cust_tax_exempt =
2284 qsearch( 'cust_tax_exempt' => { custnum=> $self->custnum } );
2285 if ( @cust_tax_exempt ) {
2286 $dbh->rollback if $oldAutoCommit;
2288 'this customer still has old-style tax exemption records; '.
2289 'run bin/fs-migrate-cust_tax_exempt?';
2292 foreach my $which_month ( 1 .. $freq ) {
2294 #maintain the new exemption table now
2297 FROM cust_tax_exempt_pkg
2298 LEFT JOIN cust_bill_pkg USING ( billpkgnum )
2299 LEFT JOIN cust_bill USING ( invnum )
2305 my $sth = dbh->prepare($sql) or do {
2306 $dbh->rollback if $oldAutoCommit;
2307 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2315 $dbh->rollback if $oldAutoCommit;
2316 return "fatal: can't lookup exising exemption: ". dbh->errstr;
2318 my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
2320 my $remaining_exemption =
2321 $tax->exempt_amount - $existing_exemption;
2322 if ( $remaining_exemption > 0 ) {
2323 my $addl = $remaining_exemption > $taxable_per_month
2324 ? $taxable_per_month
2325 : $remaining_exemption;
2326 $taxable_charged -= $addl;
2328 my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
2329 'billpkgnum' => $cust_bill_pkg->billpkgnum,
2330 'taxnum' => $tax->taxnum,
2331 'year' => 1900+$year,
2333 'amount' => sprintf("%.2f", $addl ),
2335 $error = $cust_tax_exempt_pkg->insert;
2337 $dbh->rollback if $oldAutoCommit;
2338 return "fatal: can't insert cust_tax_exempt_pkg: $error";
2340 } # if $remaining_exemption > 0
2344 #until ( $mon < 12 ) { $mon -= 12; $year++; }
2345 until ( $mon < 13 ) { $mon -= 12; $year++; }
2347 } #foreach $which_month
2349 } #if $tax->exempt_amount
2351 $taxable_charged = sprintf( "%.2f", $taxable_charged);
2353 #$tax += $taxable_charged * $cust_main_county->tax / 100
2354 $tax{ $tax->taxname || 'Tax' } +=
2355 $taxable_charged * $tax->tax / 100
2357 } #foreach my $tax ( @taxes )
2359 } #unless $self->tax =~ /Y/i || $self->payby eq 'COMP'
2361 } #if $setup != 0 || $recur != 0
2363 } #if $cust_pkg->modified
2365 } #foreach my $cust_pkg
2367 unless ( $cust_bill->cust_bill_pkg ) {
2368 $cust_bill->delete; #don't create an invoice w/o line items
2370 # XXX this seems to be broken
2371 #( DBD::Pg::st execute failed: ERROR: syntax error at or near "hcb" )
2372 # # get rid of our fake history too, waste of unecessary space
2373 # my $h_cleanup_query = q{
2374 # DELETE FROM h_cust_bill hcb
2375 # WHERE hcb.invnum = ?
2376 # AND NOT EXISTS ( SELECT 1 FROM cust_bill cb where cb.invnum = hcb.invnum )
2378 # my $h_sth = $dbh->prepare($h_cleanup_query);
2379 # $h_sth->execute($invnum);
2381 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2385 my $charged = sprintf( "%.2f", $total_setup + $total_recur );
2387 foreach my $taxname ( grep { $tax{$_} > 0 } keys %tax ) {
2388 my $tax = sprintf("%.2f", $tax{$taxname} );
2389 $charged = sprintf( "%.2f", $charged+$tax );
2391 my $cust_bill_pkg = new FS::cust_bill_pkg ({
2392 'invnum' => $invnum,
2398 'itemdesc' => $taxname,
2400 $error = $cust_bill_pkg->insert;
2402 $dbh->rollback if $oldAutoCommit;
2403 return "can't create invoice line item for invoice #$invnum: $error";
2405 $total_setup += $tax;
2409 $cust_bill->charged( sprintf( "%.2f", $total_setup + $total_recur ) );
2410 $error = $cust_bill->replace;
2412 $dbh->rollback if $oldAutoCommit;
2413 return "can't update charged for invoice #$invnum: $error";
2416 foreach my $hook ( @precommit_hooks ) {
2418 &{$hook}; #($self) ?
2421 $dbh->rollback if $oldAutoCommit;
2422 return "$@ running precommit hook $hook\n";
2426 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2430 =item collect OPTIONS
2432 (Attempt to) collect money for this customer's outstanding invoices (see
2433 L<FS::cust_bill>). Usually used after the bill method.
2435 Actions are now triggered by billing events; see L<FS::part_event> and the
2436 billing events web interface. Old-style invoice events (see
2437 L<FS::part_bill_event>) have been deprecated.
2439 If there is an error, returns the error, otherwise returns false.
2441 Options are passed as name-value pairs.
2443 Currently available options are:
2449 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
2453 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
2457 set true to surpress email card/ACH decline notices.
2461 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2465 allows for one time override of normal customer billing method
2469 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2477 my( $self, %options ) = @_;
2478 my $invoice_time = $options{'invoice_time'} || time;
2481 local $SIG{HUP} = 'IGNORE';
2482 local $SIG{INT} = 'IGNORE';
2483 local $SIG{QUIT} = 'IGNORE';
2484 local $SIG{TERM} = 'IGNORE';
2485 local $SIG{TSTP} = 'IGNORE';
2486 local $SIG{PIPE} = 'IGNORE';
2488 my $oldAutoCommit = $FS::UID::AutoCommit;
2489 local $FS::UID::AutoCommit = 0;
2492 $self->select_for_update; #mutex
2495 my $balance = $self->balance;
2496 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
2499 if ( exists($options{'retry_card'}) ) {
2500 carp 'retry_card option passed to collect is deprecated; use retry';
2501 $options{'retry'} ||= $options{'retry_card'};
2503 if ( exists($options{'retry'}) && $options{'retry'} ) {
2504 my $error = $self->retry_realtime;
2506 $dbh->rollback if $oldAutoCommit;
2511 # false laziness w/pay_batch::import_results
2513 my $due_cust_event = $self->due_cust_event(
2514 'debug' => ( $options{'debug'} || 0 ),
2515 'time' => $invoice_time,
2516 'check_freq' => $options{'check_freq'},
2518 unless( ref($due_cust_event) ) {
2519 $dbh->rollback if $oldAutoCommit;
2520 return $due_cust_event;
2523 foreach my $cust_event ( @$due_cust_event ) {
2527 #re-eval event conditions (a previous event could have changed things)
2528 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
2529 #don't leave stray "new/locked" records around
2530 my $error = $cust_event->delete;
2532 #gah, even with transactions
2533 $dbh->commit if $oldAutoCommit; #well.
2540 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
2541 warn " running cust_event ". $cust_event->eventnum. "\n"
2545 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
2546 if ( my $error = $cust_event->do_event() ) {
2547 #XXX wtf is this? figure out a proper dealio with return value
2549 # gah, even with transactions.
2550 $dbh->commit if $oldAutoCommit; #well.
2557 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2562 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
2564 Inserts database records for and returns an ordered listref of new events due
2565 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2566 events are due, an empty listref is returned. If there is an error, returns a
2567 scalar error message.
2569 To actually run the events, call each event's test_condition method, and if
2570 still true, call the event's do_event method.
2572 Options are passed as a hashref or as a list of name-value pairs. Available
2579 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2583 "Current time" for the events.
2587 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2591 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2595 Explicitly pass the objects to be tested (typically used with eventtable).
2601 sub due_cust_event {
2603 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2606 #my $DEBUG = $opt{'debug'}
2607 local($DEBUG) = $opt{'debug'}
2608 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
2610 warn "$me due_cust_event called with options ".
2611 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2614 $opt{'time'} ||= time;
2616 local $SIG{HUP} = 'IGNORE';
2617 local $SIG{INT} = 'IGNORE';
2618 local $SIG{QUIT} = 'IGNORE';
2619 local $SIG{TERM} = 'IGNORE';
2620 local $SIG{TSTP} = 'IGNORE';
2621 local $SIG{PIPE} = 'IGNORE';
2623 my $oldAutoCommit = $FS::UID::AutoCommit;
2624 local $FS::UID::AutoCommit = 0;
2627 $self->select_for_update; #mutex
2630 # 1: find possible events (initial search)
2633 my @cust_event = ();
2635 my @eventtable = $opt{'eventtable'}
2636 ? ( $opt{'eventtable'} )
2637 : FS::part_event->eventtables_runorder;
2639 foreach my $eventtable ( @eventtable ) {
2642 if ( $opt{'objects'} ) {
2644 @objects = @{ $opt{'objects'} };
2648 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
2649 @objects = ( $eventtable eq 'cust_main' )
2651 : ( $self->$eventtable() );
2655 my @e_cust_event = ();
2657 my $cross = "CROSS JOIN $eventtable";
2658 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2659 unless $eventtable eq 'cust_main';
2661 foreach my $object ( @objects ) {
2663 #this first search uses the condition_sql magic for optimization.
2664 #the more possible events we can eliminate in this step the better
2666 my $cross_where = '';
2667 my $pkey = $object->primary_key;
2668 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2670 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
2672 FS::part_event_condition->where_conditions_sql( $eventtable,
2673 'time'=>$opt{'time'}
2675 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2677 $extra_sql = "AND $extra_sql" if $extra_sql;
2679 #here is the agent virtualization
2680 $extra_sql .= " AND ( part_event.agentnum IS NULL
2681 OR part_event.agentnum = ". $self->agentnum. ' )';
2683 $extra_sql .= " $order";
2685 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2686 if $opt{'debug'} > 2;
2687 my @part_event = qsearch( {
2688 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2689 'select' => 'part_event.*',
2690 'table' => 'part_event',
2691 'addl_from' => "$cross $join",
2692 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
2693 'eventtable' => $eventtable,
2696 'extra_sql' => "AND $cross_where $extra_sql",
2700 my $pkey = $object->primary_key;
2701 warn " ". scalar(@part_event).
2702 " possible events found for $eventtable ". $object->$pkey(). "\n";
2705 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
2709 warn " ". scalar(@e_cust_event).
2710 " subtotal possible cust events found for $eventtable\n"
2713 push @cust_event, @e_cust_event;
2717 warn " ". scalar(@cust_event).
2718 " total possible cust events found in initial search\n"
2722 # 2: test conditions
2727 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
2728 'stats_hashref' => \%unsat ),
2731 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2734 warn " invalid conditions not eliminated with condition_sql:\n".
2735 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2742 foreach my $cust_event ( @cust_event ) {
2744 my $error = $cust_event->insert();
2746 $dbh->rollback if $oldAutoCommit;
2752 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2758 warn " returning events: ". Dumper(@cust_event). "\n"
2765 =item retry_realtime
2767 Schedules realtime / batch credit card / electronic check / LEC billing
2768 events for for retry. Useful if card information has changed or manual
2769 retry is desired. The 'collect' method must be called to actually retry
2772 Implementation details: For either this customer, or for each of this
2773 customer's open invoices, changes the status of the first "done" (with
2774 statustext error) realtime processing event to "failed".
2778 sub retry_realtime {
2781 local $SIG{HUP} = 'IGNORE';
2782 local $SIG{INT} = 'IGNORE';
2783 local $SIG{QUIT} = 'IGNORE';
2784 local $SIG{TERM} = 'IGNORE';
2785 local $SIG{TSTP} = 'IGNORE';
2786 local $SIG{PIPE} = 'IGNORE';
2788 my $oldAutoCommit = $FS::UID::AutoCommit;
2789 local $FS::UID::AutoCommit = 0;
2792 #a little false laziness w/due_cust_event (not too bad, really)
2794 my $join = FS::part_event_condition->join_conditions_sql;
2795 my $order = FS::part_event_condition->order_conditions_sql;
2798 . join ( ' OR ' , map {
2799 "( part_event.eventtable = " . dbh->quote($_)
2800 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
2801 } FS::part_event->eventtables)
2804 #here is the agent virtualization
2805 my $agent_virt = " ( part_event.agentnum IS NULL
2806 OR part_event.agentnum = ". $self->agentnum. ' )';
2808 #XXX this shouldn't be hardcoded, actions should declare it...
2809 my @realtime_events = qw(
2810 cust_bill_realtime_card
2811 cust_bill_realtime_check
2812 cust_bill_realtime_lec
2816 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
2821 my @cust_event = qsearchs({
2822 'table' => 'cust_event',
2823 'select' => 'cust_event.*',
2824 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
2825 'hashref' => { 'status' => 'done' },
2826 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
2827 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
2830 my %seen_invnum = ();
2831 foreach my $cust_event (@cust_event) {
2833 #max one for the customer, one for each open invoice
2834 my $cust_X = $cust_event->cust_X;
2835 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
2839 or $cust_event->part_event->eventtable eq 'cust_bill'
2842 my $error = $cust_event->retry;
2844 $dbh->rollback if $oldAutoCommit;
2845 return "error scheduling event for retry: $error";
2850 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2855 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
2857 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
2858 via a Business::OnlinePayment realtime gateway. See
2859 L<http://420.am/business-onlinepayment> for supported gateways.
2861 Available methods are: I<CC>, I<ECHECK> and I<LEC>
2863 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>
2865 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
2866 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
2867 if set, will override the value from the customer record.
2869 I<description> is a free-text field passed to the gateway. It defaults to
2870 "Internet services".
2872 If an I<invnum> is specified, this payment (if successful) is applied to the
2873 specified invoice. If you don't specify an I<invnum> you might want to
2874 call the B<apply_payments> method.
2876 I<quiet> can be set true to surpress email decline notices.
2878 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
2879 resulting paynum, if any.
2881 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
2886 my( $self, $method, $amount, %options ) = @_;
2888 warn "$me realtime_bop: $method $amount\n";
2889 warn " $_ => $options{$_}\n" foreach keys %options;
2892 $options{'description'} ||= 'Internet services';
2894 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
2896 eval "use Business::OnlinePayment";
2899 my $payinfo = exists($options{'payinfo'})
2900 ? $options{'payinfo'}
2903 my %method2payby = (
2910 # check for banned credit card/ACH
2913 my $ban = qsearchs('banned_pay', {
2914 'payby' => $method2payby{$method},
2915 'payinfo' => md5_base64($payinfo),
2917 return "Banned credit card" if $ban;
2924 if ( $options{'invnum'} ) {
2925 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
2926 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
2928 map { $_->part_pkg->taxclass }
2930 map { $_->cust_pkg }
2931 $cust_bill->cust_bill_pkg;
2932 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
2933 #different taxclasses
2934 $taxclass = $taxclasses[0];
2938 #look for an agent gateway override first
2940 if ( $method eq 'CC' ) {
2941 $cardtype = cardtype($payinfo);
2942 } elsif ( $method eq 'ECHECK' ) {
2945 $cardtype = $method;
2949 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2950 cardtype => $cardtype,
2951 taxclass => $taxclass, } )
2952 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2954 taxclass => $taxclass, } )
2955 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2956 cardtype => $cardtype,
2958 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
2960 taxclass => '', } );
2962 my $payment_gateway = '';
2963 my( $processor, $login, $password, $action, @bop_options );
2964 if ( $override ) { #use a payment gateway override
2966 $payment_gateway = $override->payment_gateway;
2968 $processor = $payment_gateway->gateway_module;
2969 $login = $payment_gateway->gateway_username;
2970 $password = $payment_gateway->gateway_password;
2971 $action = $payment_gateway->gateway_action;
2972 @bop_options = $payment_gateway->options;
2974 } else { #use the standard settings from the config
2976 ( $processor, $login, $password, $action, @bop_options ) =
2977 $self->default_payment_gateway($method);
2985 my $address = exists($options{'address1'})
2986 ? $options{'address1'}
2988 my $address2 = exists($options{'address2'})
2989 ? $options{'address2'}
2991 $address .= ", ". $address2 if length($address2);
2993 my $o_payname = exists($options{'payname'})
2994 ? $options{'payname'}
2996 my($payname, $payfirst, $paylast);
2997 if ( $o_payname && $method ne 'ECHECK' ) {
2998 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
2999 or return "Illegal payname $payname";
3000 ($payfirst, $paylast) = ($1, $2);
3002 $payfirst = $self->getfield('first');
3003 $paylast = $self->getfield('last');
3004 $payname = "$payfirst $paylast";
3007 my @invoicing_list = $self->invoicing_list_emailonly;
3008 if ( $conf->exists('emailinvoiceautoalways')
3009 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3010 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3011 push @invoicing_list, $self->all_emails;
3014 my $email = ($conf->exists('business-onlinepayment-email-override'))
3015 ? $conf->config('business-onlinepayment-email-override')
3016 : $invoicing_list[0];
3020 my $payip = exists($options{'payip'})
3023 $content{customer_ip} = $payip
3026 $content{invoice_number} = $options{'invnum'}
3027 if exists($options{'invnum'}) && length($options{'invnum'});
3030 if ( $method eq 'CC' ) {
3032 $content{card_number} = $payinfo;
3033 $paydate = exists($options{'paydate'})
3034 ? $options{'paydate'}
3036 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3037 $content{expiration} = "$2/$1";
3039 my $paycvv = exists($options{'paycvv'})
3040 ? $options{'paycvv'}
3042 $content{cvv2} = $self->paycvv
3045 my $paystart_month = exists($options{'paystart_month'})
3046 ? $options{'paystart_month'}
3047 : $self->paystart_month;
3049 my $paystart_year = exists($options{'paystart_year'})
3050 ? $options{'paystart_year'}
3051 : $self->paystart_year;
3053 $content{card_start} = "$paystart_month/$paystart_year"
3054 if $paystart_month && $paystart_year;
3056 my $payissue = exists($options{'payissue'})
3057 ? $options{'payissue'}
3059 $content{issue_number} = $payissue if $payissue;
3061 $content{recurring_billing} = 'YES'
3062 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3064 'payinfo' => $payinfo,
3066 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3068 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3072 } elsif ( $method eq 'ECHECK' ) {
3073 ( $content{account_number}, $content{routing_code} ) =
3074 split('@', $payinfo);
3075 $content{bank_name} = $o_payname;
3076 $content{bank_state} = exists($options{'paystate'})
3077 ? $options{'paystate'}
3078 : $self->getfield('paystate');
3079 $content{account_type} = exists($options{'paytype'})
3080 ? uc($options{'paytype'}) || 'CHECKING'
3081 : uc($self->getfield('paytype')) || 'CHECKING';
3082 $content{account_name} = $payname;
3083 $content{customer_org} = $self->company ? 'B' : 'I';
3084 $content{state_id} = exists($options{'stateid'})
3085 ? $options{'stateid'}
3086 : $self->getfield('stateid');
3087 $content{state_id_state} = exists($options{'stateid_state'})
3088 ? $options{'stateid_state'}
3089 : $self->getfield('stateid_state');
3090 $content{customer_ssn} = exists($options{'ss'})
3093 } elsif ( $method eq 'LEC' ) {
3094 $content{phone} = $payinfo;
3098 # run transaction(s)
3101 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3103 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3104 $transaction->content(
3107 'password' => $password,
3108 'action' => $action1,
3109 'description' => $options{'description'},
3110 'amount' => $amount,
3111 #'invoice_number' => $options{'invnum'},
3112 'customer_id' => $self->custnum,
3113 'last_name' => $paylast,
3114 'first_name' => $payfirst,
3116 'address' => $address,
3117 'city' => ( exists($options{'city'})
3120 'state' => ( exists($options{'state'})
3123 'zip' => ( exists($options{'zip'})
3126 'country' => ( exists($options{'country'})
3127 ? $options{'country'}
3129 'referer' => 'http://cleanwhisker.420.am/',
3131 'phone' => $self->daytime || $self->night,
3134 $transaction->submit();
3136 if ( $transaction->is_success() && $action2 ) {
3137 my $auth = $transaction->authorization;
3138 my $ordernum = $transaction->can('order_number')
3139 ? $transaction->order_number
3143 new Business::OnlinePayment( $processor, @bop_options );
3150 password => $password,
3151 order_number => $ordernum,
3153 authorization => $auth,
3154 description => $options{'description'},
3157 foreach my $field (qw( authorization_source_code returned_ACI
3158 transaction_identifier validation_code
3159 transaction_sequence_num local_transaction_date
3160 local_transaction_time AVS_result_code )) {
3161 $capture{$field} = $transaction->$field() if $transaction->can($field);
3164 $capture->content( %capture );
3168 unless ( $capture->is_success ) {
3169 my $e = "Authorization successful but capture failed, custnum #".
3170 $self->custnum. ': '. $capture->result_code.
3171 ": ". $capture->error_message;
3179 # remove paycvv after initial transaction
3182 #false laziness w/misc/process/payment.cgi - check both to make sure working
3184 if ( defined $self->dbdef_table->column('paycvv')
3185 && length($self->paycvv)
3186 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3188 my $error = $self->remove_cvv;
3190 warn "WARNING: error removing cvv: $error\n";
3198 if ( $transaction->is_success() ) {
3200 my %method2payby = (
3207 if ( $payment_gateway ) { # agent override
3208 $paybatch = $payment_gateway->gatewaynum. '-';
3211 $paybatch .= "$processor:". $transaction->authorization;
3213 $paybatch .= ':'. $transaction->order_number
3214 if $transaction->can('order_number')
3215 && length($transaction->order_number);
3217 my $cust_pay = new FS::cust_pay ( {
3218 'custnum' => $self->custnum,
3219 'invnum' => $options{'invnum'},
3222 'payby' => $method2payby{$method},
3223 'payinfo' => $payinfo,
3224 'paybatch' => $paybatch,
3225 'paydate' => $paydate,
3227 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
3229 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3232 $cust_pay->invnum(''); #try again with no specific invnum
3233 my $error2 = $cust_pay->insert( $options{'manual'} ?
3234 ( 'manual' => 1 ) : ()
3237 # gah, even with transactions.
3238 my $e = 'WARNING: Card/ACH debited but database not updated - '.
3239 "error inserting payment ($processor): $error2".
3240 " (previously tried insert with invnum #$options{'invnum'}" .
3247 if ( $options{'paynum_ref'} ) {
3248 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3251 return ''; #no error
3255 my $perror = "$processor error: ". $transaction->error_message;
3257 unless ( $transaction->error_message ) {
3260 if ( $transaction->can('response_page') ) {
3262 'page' => ( $transaction->can('response_page')
3263 ? $transaction->response_page
3266 'code' => ( $transaction->can('response_code')
3267 ? $transaction->response_code
3270 'headers' => ( $transaction->can('response_headers')
3271 ? $transaction->response_headers
3277 "No additional debugging information available for $processor";
3280 $perror .= "No error_message returned from $processor -- ".
3281 ( ref($t_response) ? Dumper($t_response) : $t_response );
3285 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3286 && $conf->exists('emaildecline')
3287 && grep { $_ ne 'POST' } $self->invoicing_list
3288 && ! grep { $transaction->error_message =~ /$_/ }
3289 $conf->config('emaildecline-exclude')
3291 my @templ = $conf->config('declinetemplate');
3292 my $template = new Text::Template (
3294 SOURCE => [ map "$_\n", @templ ],
3295 ) or return "($perror) can't create template: $Text::Template::ERROR";
3296 $template->compile()
3297 or return "($perror) can't compile template: $Text::Template::ERROR";
3299 my $templ_hash = { error => $transaction->error_message };
3301 my $error = send_email(
3302 'from' => $conf->config('invoice_from'),
3303 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3304 'subject' => 'Your payment could not be processed',
3305 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3308 $perror .= " (also received error sending decline notification: $error)"
3323 my( $self, $method, $amount, %options ) = @_;
3325 if ( $options{'fake_failure'} ) {
3326 return "Error: No error; test failure requested with fake_failure";
3329 my %method2payby = (
3336 #if ( $payment_gateway ) { # agent override
3337 # $paybatch = $payment_gateway->gatewaynum. '-';
3340 #$paybatch .= "$processor:". $transaction->authorization;
3342 #$paybatch .= ':'. $transaction->order_number
3343 # if $transaction->can('order_number')
3344 # && length($transaction->order_number);
3346 my $paybatch = 'FakeProcessor:54:32';
3348 my $cust_pay = new FS::cust_pay ( {
3349 'custnum' => $self->custnum,
3350 'invnum' => $options{'invnum'},
3353 'payby' => $method2payby{$method},
3354 #'payinfo' => $payinfo,
3355 'payinfo' => '4111111111111111',
3356 'paybatch' => $paybatch,
3357 #'paydate' => $paydate,
3358 'paydate' => '2012-05-01',
3360 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
3362 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3365 $cust_pay->invnum(''); #try again with no specific invnum
3366 my $error2 = $cust_pay->insert( $options{'manual'} ?
3367 ( 'manual' => 1 ) : ()
3370 # gah, even with transactions.
3371 my $e = 'WARNING: Card/ACH debited but database not updated - '.
3372 "error inserting (fake!) payment: $error2".
3373 " (previously tried insert with invnum #$options{'invnum'}" .
3380 if ( $options{'paynum_ref'} ) {
3381 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3384 return ''; #no error
3388 =item default_payment_gateway
3392 sub default_payment_gateway {
3393 my( $self, $method ) = @_;
3395 die "Real-time processing not enabled\n"
3396 unless $conf->exists('business-onlinepayment');
3399 my $bop_config = 'business-onlinepayment';
3400 $bop_config .= '-ach'
3401 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
3402 my ( $processor, $login, $password, $action, @bop_options ) =
3403 $conf->config($bop_config);
3404 $action ||= 'normal authorization';
3405 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
3406 die "No real-time processor is enabled - ".
3407 "did you set the business-onlinepayment configuration value?\n"
3410 ( $processor, $login, $password, $action, @bop_options )
3415 Removes the I<paycvv> field from the database directly.
3417 If there is an error, returns the error, otherwise returns false.
3423 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
3424 or return dbh->errstr;
3425 $sth->execute($self->custnum)
3426 or return $sth->errstr;
3431 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3433 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3434 via a Business::OnlinePayment realtime gateway. See
3435 L<http://420.am/business-onlinepayment> for supported gateways.
3437 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3439 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
3441 Most gateways require a reference to an original payment transaction to refund,
3442 so you probably need to specify a I<paynum>.
3444 I<amount> defaults to the original amount of the payment if not specified.
3446 I<reason> specifies a reason for the refund.
3448 I<paydate> specifies the expiration date for a credit card overriding the
3449 value from the customer record or the payment record. Specified as yyyy-mm-dd
3451 Implementation note: If I<amount> is unspecified or equal to the amount of the
3452 orignal payment, first an attempt is made to "void" the transaction via
3453 the gateway (to cancel a not-yet settled transaction) and then if that fails,
3454 the normal attempt is made to "refund" ("credit") the transaction via the
3455 gateway is attempted.
3457 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3458 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3459 #if set, will override the value from the customer record.
3461 #If an I<invnum> is specified, this payment (if successful) is applied to the
3462 #specified invoice. If you don't specify an I<invnum> you might want to
3463 #call the B<apply_payments> method.
3467 #some false laziness w/realtime_bop, not enough to make it worth merging
3468 #but some useful small subs should be pulled out
3469 sub realtime_refund_bop {
3470 my( $self, $method, %options ) = @_;
3472 warn "$me realtime_refund_bop: $method refund\n";
3473 warn " $_ => $options{$_}\n" foreach keys %options;
3476 eval "use Business::OnlinePayment";
3480 # look up the original payment and optionally a gateway for that payment
3484 my $amount = $options{'amount'};
3486 my( $processor, $login, $password, @bop_options ) ;
3487 my( $auth, $order_number ) = ( '', '', '' );
3489 if ( $options{'paynum'} ) {
3491 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
3492 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
3493 or return "Unknown paynum $options{'paynum'}";
3494 $amount ||= $cust_pay->paid;
3496 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
3497 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
3498 $cust_pay->paybatch;
3499 my $gatewaynum = '';
3500 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
3502 if ( $gatewaynum ) { #gateway for the payment to be refunded
3504 my $payment_gateway =
3505 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
3506 die "payment gateway $gatewaynum not found"
3507 unless $payment_gateway;
3509 $processor = $payment_gateway->gateway_module;
3510 $login = $payment_gateway->gateway_username;
3511 $password = $payment_gateway->gateway_password;
3512 @bop_options = $payment_gateway->options;
3514 } else { #try the default gateway
3516 my( $conf_processor, $unused_action );
3517 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
3518 $self->default_payment_gateway($method);
3520 return "processor of payment $options{'paynum'} $processor does not".
3521 " match default processor $conf_processor"
3522 unless $processor eq $conf_processor;
3527 } else { # didn't specify a paynum, so look for agent gateway overrides
3528 # like a normal transaction
3531 if ( $method eq 'CC' ) {
3532 $cardtype = cardtype($self->payinfo);
3533 } elsif ( $method eq 'ECHECK' ) {
3536 $cardtype = $method;
3539 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3540 cardtype => $cardtype,
3542 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3544 taxclass => '', } );
3546 if ( $override ) { #use a payment gateway override
3548 my $payment_gateway = $override->payment_gateway;
3550 $processor = $payment_gateway->gateway_module;
3551 $login = $payment_gateway->gateway_username;
3552 $password = $payment_gateway->gateway_password;
3553 #$action = $payment_gateway->gateway_action;
3554 @bop_options = $payment_gateway->options;
3556 } else { #use the standard settings from the config
3559 ( $processor, $login, $password, $unused_action, @bop_options ) =
3560 $self->default_payment_gateway($method);
3565 return "neither amount nor paynum specified" unless $amount;
3570 'password' => $password,
3571 'order_number' => $order_number,
3572 'amount' => $amount,
3573 'referer' => 'http://cleanwhisker.420.am/',
3575 $content{authorization} = $auth
3576 if length($auth); #echeck/ACH transactions have an order # but no auth
3577 #(at least with authorize.net)
3579 my $disable_void_after;
3580 if ($conf->exists('disable_void_after')
3581 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
3582 $disable_void_after = $1;
3585 #first try void if applicable
3586 if ( $cust_pay && $cust_pay->paid == $amount
3588 ( not defined($disable_void_after) )
3589 || ( time < ($cust_pay->_date + $disable_void_after ) )
3592 warn " attempting void\n" if $DEBUG > 1;
3593 my $void = new Business::OnlinePayment( $processor, @bop_options );
3594 $void->content( 'action' => 'void', %content );
3596 if ( $void->is_success ) {
3597 my $error = $cust_pay->void($options{'reason'});
3599 # gah, even with transactions.
3600 my $e = 'WARNING: Card/ACH voided but database not updated - '.
3601 "error voiding payment: $error";
3605 warn " void successful\n" if $DEBUG > 1;
3610 warn " void unsuccessful, trying refund\n"
3614 my $address = $self->address1;
3615 $address .= ", ". $self->address2 if $self->address2;
3617 my($payname, $payfirst, $paylast);
3618 if ( $self->payname && $method ne 'ECHECK' ) {
3619 $payname = $self->payname;
3620 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3621 or return "Illegal payname $payname";
3622 ($payfirst, $paylast) = ($1, $2);
3624 $payfirst = $self->getfield('first');
3625 $paylast = $self->getfield('last');
3626 $payname = "$payfirst $paylast";
3629 my @invoicing_list = $self->invoicing_list_emailonly;
3630 if ( $conf->exists('emailinvoiceautoalways')
3631 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3632 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3633 push @invoicing_list, $self->all_emails;
3636 my $email = ($conf->exists('business-onlinepayment-email-override'))
3637 ? $conf->config('business-onlinepayment-email-override')
3638 : $invoicing_list[0];
3640 my $payip = exists($options{'payip'})
3643 $content{customer_ip} = $payip
3647 if ( $method eq 'CC' ) {
3650 $content{card_number} = $payinfo = $cust_pay->payinfo;
3651 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
3652 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
3653 ($content{expiration} = "$2/$1"); # where available
3655 $content{card_number} = $payinfo = $self->payinfo;
3656 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
3657 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3658 $content{expiration} = "$2/$1";
3661 } elsif ( $method eq 'ECHECK' ) {
3664 $payinfo = $cust_pay->payinfo;
3666 $payinfo = $self->payinfo;
3668 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
3669 $content{bank_name} = $self->payname;
3670 $content{account_type} = 'CHECKING';
3671 $content{account_name} = $payname;
3672 $content{customer_org} = $self->company ? 'B' : 'I';
3673 $content{customer_ssn} = $self->ss;
3674 } elsif ( $method eq 'LEC' ) {
3675 $content{phone} = $payinfo = $self->payinfo;
3679 my $refund = new Business::OnlinePayment( $processor, @bop_options );
3680 my %sub_content = $refund->content(
3681 'action' => 'credit',
3682 'customer_id' => $self->custnum,
3683 'last_name' => $paylast,
3684 'first_name' => $payfirst,
3686 'address' => $address,
3687 'city' => $self->city,
3688 'state' => $self->state,
3689 'zip' => $self->zip,
3690 'country' => $self->country,
3692 'phone' => $self->daytime || $self->night,
3695 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
3699 return "$processor error: ". $refund->error_message
3700 unless $refund->is_success();
3702 my %method2payby = (
3708 my $paybatch = "$processor:". $refund->authorization;
3709 $paybatch .= ':'. $refund->order_number
3710 if $refund->can('order_number') && $refund->order_number;
3712 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
3713 my @cust_bill_pay = $cust_pay->cust_bill_pay;
3714 last unless @cust_bill_pay;
3715 my $cust_bill_pay = pop @cust_bill_pay;
3716 my $error = $cust_bill_pay->delete;
3720 my $cust_refund = new FS::cust_refund ( {
3721 'custnum' => $self->custnum,
3722 'paynum' => $options{'paynum'},
3723 'refund' => $amount,
3725 'payby' => $method2payby{$method},
3726 'payinfo' => $payinfo,
3727 'paybatch' => $paybatch,
3728 'reason' => $options{'reason'} || 'card or ACH refund',
3730 my $error = $cust_refund->insert;
3732 $cust_refund->paynum(''); #try again with no specific paynum
3733 my $error2 = $cust_refund->insert;
3735 # gah, even with transactions.
3736 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
3737 "error inserting refund ($processor): $error2".
3738 " (previously tried insert with paynum #$options{'paynum'}" .
3749 =item batch_card OPTION => VALUE...
3751 Adds a payment for this invoice to the pending credit card batch (see
3752 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
3753 runs the payment using a realtime gateway.
3758 my ($self, %options) = @_;
3761 if (exists($options{amount})) {
3762 $amount = $options{amount};
3764 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
3766 return '' unless $amount > 0;
3768 my $invnum = delete $options{invnum};
3769 my $payby = $options{invnum} || $self->payby; #dubious
3771 if ($options{'realtime'}) {
3772 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
3778 my $oldAutoCommit = $FS::UID::AutoCommit;
3779 local $FS::UID::AutoCommit = 0;
3782 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
3783 or return "Cannot lock pay_batch: " . $dbh->errstr;
3787 'payby' => FS::payby->payby2payment($payby),
3790 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
3792 unless ( $pay_batch ) {
3793 $pay_batch = new FS::pay_batch \%pay_batch;
3794 my $error = $pay_batch->insert;
3796 $dbh->rollback if $oldAutoCommit;
3797 die "error creating new batch: $error\n";
3801 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
3802 'batchnum' => $pay_batch->batchnum,
3803 'custnum' => $self->custnum,
3806 foreach (qw( address1 address2 city state zip country payby payinfo paydate
3808 $options{$_} = '' unless exists($options{$_});
3811 my $cust_pay_batch = new FS::cust_pay_batch ( {
3812 'batchnum' => $pay_batch->batchnum,
3813 'invnum' => $invnum || 0, # is there a better value?
3814 # this field should be
3816 # cust_bill_pay_batch now
3817 'custnum' => $self->custnum,
3818 'last' => $self->getfield('last'),
3819 'first' => $self->getfield('first'),
3820 'address1' => $options{address1} || $self->address1,
3821 'address2' => $options{address2} || $self->address2,
3822 'city' => $options{city} || $self->city,
3823 'state' => $options{state} || $self->state,
3824 'zip' => $options{zip} || $self->zip,
3825 'country' => $options{country} || $self->country,
3826 'payby' => $options{payby} || $self->payby,
3827 'payinfo' => $options{payinfo} || $self->payinfo,
3828 'exp' => $options{paydate} || $self->paydate,
3829 'payname' => $options{payname} || $self->payname,
3830 'amount' => $amount, # consolidating
3833 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
3834 if $old_cust_pay_batch;
3837 if ($old_cust_pay_batch) {
3838 $error = $cust_pay_batch->replace($old_cust_pay_batch)
3840 $error = $cust_pay_batch->insert;
3844 $dbh->rollback if $oldAutoCommit;
3848 my $unapplied = $self->total_credited + $self->total_unapplied_payments + $self->in_transit_payments;
3849 foreach my $cust_bill ($self->open_cust_bill) {
3850 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
3851 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
3852 'invnum' => $cust_bill->invnum,
3853 'paybatchnum' => $cust_pay_batch->paybatchnum,
3854 'amount' => $cust_bill->owed,
3857 if ($unapplied >= $cust_bill_pay_batch->amount){
3858 $unapplied -= $cust_bill_pay_batch->amount;
3861 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
3862 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
3864 $error = $cust_bill_pay_batch->insert;
3866 $dbh->rollback if $oldAutoCommit;
3871 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3877 Returns the total owed for this customer on all invoices
3878 (see L<FS::cust_bill/owed>).
3884 $self->total_owed_date(2145859200); #12/31/2037
3887 =item total_owed_date TIME
3889 Returns the total owed for this customer on all invoices with date earlier than
3890 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
3891 see L<Time::Local> and L<Date::Parse> for conversion functions.
3895 sub total_owed_date {
3899 foreach my $cust_bill (
3900 grep { $_->_date <= $time }
3901 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
3903 $total_bill += $cust_bill->owed;
3905 sprintf( "%.2f", $total_bill );
3908 =item apply_payments_and_credits
3910 Applies unapplied payments and credits.
3912 In most cases, this new method should be used in place of sequential
3913 apply_payments and apply_credits methods.
3915 If there is an error, returns the error, otherwise returns false.
3919 sub apply_payments_and_credits {
3922 local $SIG{HUP} = 'IGNORE';
3923 local $SIG{INT} = 'IGNORE';
3924 local $SIG{QUIT} = 'IGNORE';
3925 local $SIG{TERM} = 'IGNORE';
3926 local $SIG{TSTP} = 'IGNORE';
3927 local $SIG{PIPE} = 'IGNORE';
3929 my $oldAutoCommit = $FS::UID::AutoCommit;
3930 local $FS::UID::AutoCommit = 0;
3933 $self->select_for_update; #mutex
3935 foreach my $cust_bill ( $self->open_cust_bill ) {
3936 my $error = $cust_bill->apply_payments_and_credits;
3938 $dbh->rollback if $oldAutoCommit;
3939 return "Error applying: $error";
3943 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3948 =item apply_credits OPTION => VALUE ...
3950 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
3951 to outstanding invoice balances in chronological order (or reverse
3952 chronological order if the I<order> option is set to B<newest>) and returns the
3953 value of any remaining unapplied credits available for refund (see
3954 L<FS::cust_refund>).
3956 Dies if there is an error.
3964 local $SIG{HUP} = 'IGNORE';
3965 local $SIG{INT} = 'IGNORE';
3966 local $SIG{QUIT} = 'IGNORE';
3967 local $SIG{TERM} = 'IGNORE';
3968 local $SIG{TSTP} = 'IGNORE';
3969 local $SIG{PIPE} = 'IGNORE';
3971 my $oldAutoCommit = $FS::UID::AutoCommit;
3972 local $FS::UID::AutoCommit = 0;
3975 $self->select_for_update; #mutex
3977 unless ( $self->total_credited ) {
3978 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3982 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
3983 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
3985 my @invoices = $self->open_cust_bill;
3986 @invoices = sort { $b->_date <=> $a->_date } @invoices
3987 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
3990 foreach my $cust_bill ( @invoices ) {
3993 if ( !defined($credit) || $credit->credited == 0) {
3994 $credit = pop @credits or last;
3997 if ($cust_bill->owed >= $credit->credited) {
3998 $amount=$credit->credited;
4000 $amount=$cust_bill->owed;
4003 my $cust_credit_bill = new FS::cust_credit_bill ( {
4004 'crednum' => $credit->crednum,
4005 'invnum' => $cust_bill->invnum,
4006 'amount' => $amount,
4008 my $error = $cust_credit_bill->insert;
4010 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4014 redo if ($cust_bill->owed > 0);
4018 my $total_credited = $self->total_credited;
4020 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4022 return $total_credited;
4025 =item apply_payments
4027 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
4028 to outstanding invoice balances in chronological order.
4030 #and returns the value of any remaining unapplied payments.
4032 Dies if there is an error.
4036 sub apply_payments {
4039 local $SIG{HUP} = 'IGNORE';
4040 local $SIG{INT} = 'IGNORE';
4041 local $SIG{QUIT} = 'IGNORE';
4042 local $SIG{TERM} = 'IGNORE';
4043 local $SIG{TSTP} = 'IGNORE';
4044 local $SIG{PIPE} = 'IGNORE';
4046 my $oldAutoCommit = $FS::UID::AutoCommit;
4047 local $FS::UID::AutoCommit = 0;
4050 $self->select_for_update; #mutex
4054 my @payments = sort { $b->_date <=> $a->_date } ( grep { $_->unapplied > 0 }
4055 qsearch('cust_pay', { 'custnum' => $self->custnum } ) );
4057 my @invoices = sort { $a->_date <=> $b->_date} (grep { $_->owed > 0 }
4058 qsearch('cust_bill', { 'custnum' => $self->custnum } ) );
4062 foreach my $cust_bill ( @invoices ) {
4065 if ( !defined($payment) || $payment->unapplied == 0 ) {
4066 $payment = pop @payments or last;
4069 if ( $cust_bill->owed >= $payment->unapplied ) {
4070 $amount = $payment->unapplied;
4072 $amount = $cust_bill->owed;
4075 my $cust_bill_pay = new FS::cust_bill_pay ( {
4076 'paynum' => $payment->paynum,
4077 'invnum' => $cust_bill->invnum,
4078 'amount' => $amount,
4080 my $error = $cust_bill_pay->insert;
4082 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4086 redo if ( $cust_bill->owed > 0);
4090 my $total_unapplied_payments = $self->total_unapplied_payments;
4092 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4094 return $total_unapplied_payments;
4097 =item total_credited
4099 Returns the total outstanding credit (see L<FS::cust_credit>) for this
4100 customer. See L<FS::cust_credit/credited>.
4104 sub total_credited {
4106 my $total_credit = 0;
4107 foreach my $cust_credit ( qsearch('cust_credit', {
4108 'custnum' => $self->custnum,
4110 $total_credit += $cust_credit->credited;
4112 sprintf( "%.2f", $total_credit );
4115 =item total_unapplied_payments
4117 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
4118 See L<FS::cust_pay/unapplied>.
4122 sub total_unapplied_payments {
4124 my $total_unapplied = 0;
4125 foreach my $cust_pay ( qsearch('cust_pay', {
4126 'custnum' => $self->custnum,
4128 $total_unapplied += $cust_pay->unapplied;
4130 sprintf( "%.2f", $total_unapplied );
4133 =item total_unapplied_refunds
4135 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
4136 customer. See L<FS::cust_refund/unapplied>.
4140 sub total_unapplied_refunds {
4142 my $total_unapplied = 0;
4143 foreach my $cust_refund ( qsearch('cust_refund', {
4144 'custnum' => $self->custnum,
4146 $total_unapplied += $cust_refund->unapplied;
4148 sprintf( "%.2f", $total_unapplied );
4153 Returns the balance for this customer (total_owed plus total_unrefunded, minus
4154 total_credited minus total_unapplied_payments).
4162 + $self->total_unapplied_refunds
4163 - $self->total_credited
4164 - $self->total_unapplied_payments
4168 =item balance_date TIME
4170 Returns the balance for this customer, only considering invoices with date
4171 earlier than TIME (total_owed_date minus total_credited minus
4172 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
4173 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
4182 $self->total_owed_date($time)
4183 + $self->total_unapplied_refunds
4184 - $self->total_credited
4185 - $self->total_unapplied_payments
4189 =item in_transit_payments
4191 Returns the total of requests for payments for this customer pending in
4192 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
4196 sub in_transit_payments {
4198 my $in_transit_payments = 0;
4199 foreach my $pay_batch ( qsearch('pay_batch', {
4202 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
4203 'batchnum' => $pay_batch->batchnum,
4204 'custnum' => $self->custnum,
4206 $in_transit_payments += $cust_pay_batch->amount;
4209 sprintf( "%.2f", $in_transit_payments );
4212 =item paydate_monthyear
4214 Returns a two-element list consisting of the month and year of this customer's
4215 paydate (credit card expiration date for CARD customers)
4219 sub paydate_monthyear {
4221 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
4223 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
4230 =item invoicing_list [ ARRAYREF ]
4232 If an arguement is given, sets these email addresses as invoice recipients
4233 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
4234 (except as warnings), so use check_invoicing_list first.
4236 Returns a list of email addresses (with svcnum entries expanded).
4238 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
4239 check it without disturbing anything by passing nothing.
4241 This interface may change in the future.
4245 sub invoicing_list {
4246 my( $self, $arrayref ) = @_;
4249 my @cust_main_invoice;
4250 if ( $self->custnum ) {
4251 @cust_main_invoice =
4252 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4254 @cust_main_invoice = ();
4256 foreach my $cust_main_invoice ( @cust_main_invoice ) {
4257 #warn $cust_main_invoice->destnum;
4258 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
4259 #warn $cust_main_invoice->destnum;
4260 my $error = $cust_main_invoice->delete;
4261 warn $error if $error;
4264 if ( $self->custnum ) {
4265 @cust_main_invoice =
4266 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4268 @cust_main_invoice = ();
4270 my %seen = map { $_->address => 1 } @cust_main_invoice;
4271 foreach my $address ( @{$arrayref} ) {
4272 next if exists $seen{$address} && $seen{$address};
4273 $seen{$address} = 1;
4274 my $cust_main_invoice = new FS::cust_main_invoice ( {
4275 'custnum' => $self->custnum,
4278 my $error = $cust_main_invoice->insert;
4279 warn $error if $error;
4283 if ( $self->custnum ) {
4285 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
4292 =item check_invoicing_list ARRAYREF
4294 Checks these arguements as valid input for the invoicing_list method. If there
4295 is an error, returns the error, otherwise returns false.
4299 sub check_invoicing_list {
4300 my( $self, $arrayref ) = @_;
4302 foreach my $address ( @$arrayref ) {
4304 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
4305 return 'Can\'t add FAX invoice destination with a blank FAX number.';
4308 my $cust_main_invoice = new FS::cust_main_invoice ( {
4309 'custnum' => $self->custnum,
4312 my $error = $self->custnum
4313 ? $cust_main_invoice->check
4314 : $cust_main_invoice->checkdest
4316 return $error if $error;
4320 return "Email address required"
4321 if $conf->exists('cust_main-require_invoicing_list_email')
4322 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
4327 =item set_default_invoicing_list
4329 Sets the invoicing list to all accounts associated with this customer,
4330 overwriting any previous invoicing list.
4334 sub set_default_invoicing_list {
4336 $self->invoicing_list($self->all_emails);
4341 Returns the email addresses of all accounts provisioned for this customer.
4348 foreach my $cust_pkg ( $self->all_pkgs ) {
4349 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
4351 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4352 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
4354 $list{$_}=1 foreach map { $_->email } @svc_acct;
4359 =item invoicing_list_addpost
4361 Adds postal invoicing to this customer. If this customer is already configured
4362 to receive postal invoices, does nothing.
4366 sub invoicing_list_addpost {
4368 return if grep { $_ eq 'POST' } $self->invoicing_list;
4369 my @invoicing_list = $self->invoicing_list;
4370 push @invoicing_list, 'POST';
4371 $self->invoicing_list(\@invoicing_list);
4374 =item invoicing_list_emailonly
4376 Returns the list of email invoice recipients (invoicing_list without non-email
4377 destinations such as POST and FAX).
4381 sub invoicing_list_emailonly {
4383 warn "$me invoicing_list_emailonly called"
4385 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
4388 =item invoicing_list_emailonly_scalar
4390 Returns the list of email invoice recipients (invoicing_list without non-email
4391 destinations such as POST and FAX) as a comma-separated scalar.
4395 sub invoicing_list_emailonly_scalar {
4397 warn "$me invoicing_list_emailonly_scalar called"
4399 join(', ', $self->invoicing_list_emailonly);
4402 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
4404 Returns an array of customers referred by this customer (referral_custnum set
4405 to this custnum). If DEPTH is given, recurses up to the given depth, returning
4406 customers referred by customers referred by this customer and so on, inclusive.
4407 The default behavior is DEPTH 1 (no recursion).
4411 sub referral_cust_main {
4413 my $depth = @_ ? shift : 1;
4414 my $exclude = @_ ? shift : {};
4417 map { $exclude->{$_->custnum}++; $_; }
4418 grep { ! $exclude->{ $_->custnum } }
4419 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
4423 map { $_->referral_cust_main($depth-1, $exclude) }
4430 =item referral_cust_main_ncancelled
4432 Same as referral_cust_main, except only returns customers with uncancelled
4437 sub referral_cust_main_ncancelled {
4439 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
4442 =item referral_cust_pkg [ DEPTH ]
4444 Like referral_cust_main, except returns a flat list of all unsuspended (and
4445 uncancelled) packages for each customer. The number of items in this list may
4446 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
4450 sub referral_cust_pkg {
4452 my $depth = @_ ? shift : 1;
4454 map { $_->unsuspended_pkgs }
4455 grep { $_->unsuspended_pkgs }
4456 $self->referral_cust_main($depth);
4459 =item referring_cust_main
4461 Returns the single cust_main record for the customer who referred this customer
4462 (referral_custnum), or false.
4466 sub referring_cust_main {
4468 return '' unless $self->referral_custnum;
4469 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
4472 =item credit AMOUNT, REASON
4474 Applies a credit to this customer. If there is an error, returns the error,
4475 otherwise returns false.
4480 my( $self, $amount, $reason ) = @_;
4481 my $cust_credit = new FS::cust_credit {
4482 'custnum' => $self->custnum,
4483 'amount' => $amount,
4484 'reason' => $reason,
4486 $cust_credit->insert;
4489 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
4491 Creates a one-time charge for this customer. If there is an error, returns
4492 the error, otherwise returns false.
4498 my ( $amount, $pkg, $comment, $taxclass, $additional );
4499 if ( ref( $_[0] ) ) {
4500 $amount = $_[0]->{amount};
4501 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
4502 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
4503 : '$'. sprintf("%.2f",$amount);
4504 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
4505 $additional = $_[0]->{additional};
4508 $pkg = @_ ? shift : 'One-time charge';
4509 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
4510 $taxclass = @_ ? shift : '';
4514 local $SIG{HUP} = 'IGNORE';
4515 local $SIG{INT} = 'IGNORE';
4516 local $SIG{QUIT} = 'IGNORE';
4517 local $SIG{TERM} = 'IGNORE';
4518 local $SIG{TSTP} = 'IGNORE';
4519 local $SIG{PIPE} = 'IGNORE';
4521 my $oldAutoCommit = $FS::UID::AutoCommit;
4522 local $FS::UID::AutoCommit = 0;
4525 my $part_pkg = new FS::part_pkg ( {
4527 'comment' => $comment,
4531 'taxclass' => $taxclass,
4534 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
4535 ( 0 .. @$additional - 1 )
4537 'additional_count' => scalar(@$additional),
4538 'setup_fee' => $amount,
4541 my $error = $part_pkg->insert( options => \%options );
4543 $dbh->rollback if $oldAutoCommit;
4547 my $pkgpart = $part_pkg->pkgpart;
4548 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
4549 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
4550 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
4551 $error = $type_pkgs->insert;
4553 $dbh->rollback if $oldAutoCommit;
4558 my $cust_pkg = new FS::cust_pkg ( {
4559 'custnum' => $self->custnum,
4560 'pkgpart' => $pkgpart,
4563 $error = $cust_pkg->insert;
4565 $dbh->rollback if $oldAutoCommit;
4569 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4576 Returns all the invoices (see L<FS::cust_bill>) for this customer.
4582 sort { $a->_date <=> $b->_date }
4583 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
4586 =item open_cust_bill
4588 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
4593 sub open_cust_bill {
4595 grep { $_->owed > 0 } $self->cust_bill;
4600 Returns all the credits (see L<FS::cust_credit>) for this customer.
4606 sort { $a->_date <=> $b->_date }
4607 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4612 Returns all the payments (see L<FS::cust_pay>) for this customer.
4618 sort { $a->_date <=> $b->_date }
4619 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
4624 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4630 sort { $a->_date <=> $b->_date }
4631 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4634 =item cust_pay_batch
4636 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
4640 sub cust_pay_batch {
4642 sort { $a->_date <=> $b->_date }
4643 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
4648 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4654 sort { $a->_date <=> $b->_date }
4655 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4660 Returns a name string for this customer, either "Company (Last, First)" or
4667 my $name = $self->contact;
4668 $name = $self->company. " ($name)" if $self->company;
4674 Returns a name string for this (service/shipping) contact, either
4675 "Company (Last, First)" or "Last, First".
4681 if ( $self->get('ship_last') ) {
4682 my $name = $self->ship_contact;
4683 $name = $self->ship_company. " ($name)" if $self->ship_company;
4692 Returns this customer's full (billing) contact name only, "Last, First"
4698 $self->get('last'). ', '. $self->first;
4703 Returns this customer's full (shipping) contact name only, "Last, First"
4709 $self->get('ship_last')
4710 ? $self->get('ship_last'). ', '. $self->ship_first
4716 Returns this customer's full country name
4722 code2country($self->country);
4729 Returns a status string for this customer, currently:
4733 =item prospect - No packages have ever been ordered
4735 =item active - One or more recurring packages is active
4737 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4739 =item suspended - All non-cancelled recurring packages are suspended
4741 =item cancelled - All recurring packages are cancelled
4747 sub status { shift->cust_status(@_); }
4751 for my $status (qw( prospect active inactive suspended cancelled )) {
4752 my $method = $status.'_sql';
4753 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4754 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4755 $sth->execute( ($self->custnum) x $numnum )
4756 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4757 return $status if $sth->fetchrow_arrayref->[0];
4761 =item ucfirst_cust_status
4763 =item ucfirst_status
4765 Returns the status with the first character capitalized.
4769 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4771 sub ucfirst_cust_status {
4773 ucfirst($self->cust_status);
4778 Returns a hex triplet color string for this customer's status.
4782 use vars qw(%statuscolor);
4783 tie my %statuscolor, 'Tie::IxHash',
4784 'prospect' => '7e0079', #'000000', #black? naw, purple
4785 'active' => '00CC00', #green
4786 'inactive' => '0000CC', #blue
4787 'suspended' => 'FF9900', #yellow
4788 'cancelled' => 'FF0000', #red
4791 sub statuscolor { shift->cust_statuscolor(@_); }
4793 sub cust_statuscolor {
4795 $statuscolor{$self->cust_status};
4800 Returns an array of hashes representing the customer's RT tickets.
4807 my $num = $conf->config('cust_main-max_tickets') || 10;
4810 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4812 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4816 foreach my $priority (
4817 $conf->config('ticket_system-custom_priority_field-values'), ''
4819 last if scalar(@tickets) >= $num;
4821 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4822 $num - scalar(@tickets),
4831 # Return services representing svc_accts in customer support packages
4832 sub support_services {
4834 my %packages = map { $_ => 1 } $conf->config('support_packages');
4836 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4837 grep { $_->part_svc->svcdb eq 'svc_acct' }
4838 map { $_->cust_svc }
4839 grep { exists $packages{ $_->pkgpart } }
4840 $self->ncancelled_pkgs;
4846 =head1 CLASS METHODS
4852 Class method that returns the list of possible status strings for customers
4853 (see L<the status method|/status>). For example:
4855 @statuses = FS::cust_main->statuses();
4860 #my $self = shift; #could be class...
4866 Returns an SQL expression identifying prospective cust_main records (customers
4867 with no packages ever ordered)
4871 use vars qw($select_count_pkgs);
4872 $select_count_pkgs =
4873 "SELECT COUNT(*) FROM cust_pkg
4874 WHERE cust_pkg.custnum = cust_main.custnum";
4876 sub select_count_pkgs_sql {
4880 sub prospect_sql { "
4881 0 = ( $select_count_pkgs )
4886 Returns an SQL expression identifying active cust_main records (customers with
4887 no active recurring packages, but otherwise unsuspended/uncancelled).
4892 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
4898 Returns an SQL expression identifying inactive cust_main records (customers with
4899 active recurring packages).
4903 sub inactive_sql { "
4904 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4906 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
4912 Returns an SQL expression identifying suspended cust_main records.
4917 sub suspended_sql { susp_sql(@_); }
4919 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
4921 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
4927 Returns an SQL expression identifying cancelled cust_main records.
4931 sub cancelled_sql { cancel_sql(@_); }
4934 my $recurring_sql = FS::cust_pkg->recurring_sql;
4935 #my $recurring_sql = "
4936 # '0' != ( select freq from part_pkg
4937 # where cust_pkg.pkgpart = part_pkg.pkgpart )
4941 0 < ( $select_count_pkgs )
4942 AND 0 = ( $select_count_pkgs AND $recurring_sql
4943 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
4949 =item uncancelled_sql
4951 Returns an SQL expression identifying un-cancelled cust_main records.
4955 sub uncancelled_sql { uncancel_sql(@_); }
4956 sub uncancel_sql { "
4957 ( 0 < ( $select_count_pkgs
4958 AND ( cust_pkg.cancel IS NULL
4959 OR cust_pkg.cancel = 0
4962 OR 0 = ( $select_count_pkgs )
4968 Returns an SQL fragment to retreive the balance.
4973 COALESCE( ( SELECT SUM(charged) FROM cust_bill
4974 WHERE cust_bill.custnum = cust_main.custnum ), 0)
4975 - COALESCE( ( SELECT SUM(paid) FROM cust_pay
4976 WHERE cust_pay.custnum = cust_main.custnum ), 0)
4977 - COALESCE( ( SELECT SUM(amount) FROM cust_credit
4978 WHERE cust_credit.custnum = cust_main.custnum ), 0)
4979 + COALESCE( ( SELECT SUM(refund) FROM cust_refund
4980 WHERE cust_refund.custnum = cust_main.custnum ), 0)
4983 =item balance_date_sql TIME
4985 Returns an SQL fragment to retreive the balance for this customer, only
4986 considering invoices with date earlier than TIME. (total_owed_date minus total_credited minus
4987 total_unapplied_payments). TIME is specified as an SQL fragment or a numeric
4988 UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and
4989 L<Date::Parse> for conversion functions.
4993 sub balance_date_sql {
4994 my( $class, $time ) = @_;
4996 my $owed_sql = FS::cust_bill->owed_sql;
4997 my $unapp_refund_sql = FS::cust_refund->unapplied_sql;
4998 #my $unapp_credit_sql = FS::cust_credit->unapplied_sql;
4999 my $unapp_credit_sql = FS::cust_credit->credited_sql;
5000 my $unapp_pay_sql = FS::cust_pay->unapplied_sql;
5003 COALESCE( ( SELECT SUM($owed_sql) FROM cust_bill
5004 WHERE cust_bill.custnum = cust_main.custnum
5005 AND cust_bill._date <= $time )
5008 + COALESCE( ( SELECT SUM($unapp_refund_sql) FROM cust_refund
5009 WHERE cust_refund.custnum = cust_main.custnum )
5012 - COALESCE( ( SELECT SUM($unapp_credit_sql) FROM cust_credit
5013 WHERE cust_credit.custnum = cust_main.custnum )
5016 - COALESCE( ( SELECT SUM($unapp_pay_sql) FROM cust_pay
5017 WHERE cust_pay.custnum = cust_main.custnum )
5025 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
5027 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
5028 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
5029 appropriate ship_ field is also searched).
5031 Additional options are the same as FS::Record::qsearch
5036 my( $self, $fuzzy, $hash, @opt) = @_;
5041 check_and_rebuild_fuzzyfiles();
5042 foreach my $field ( keys %$fuzzy ) {
5044 my $all = $self->all_X($field);
5045 next unless scalar(@$all);
5048 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
5051 foreach ( keys %match ) {
5052 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
5053 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
5056 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
5059 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
5061 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
5069 Returns a masked version of the named field
5074 my ($self,$field) = @_;
5078 'x'x(length($self->getfield($field))-4).
5079 substr($self->getfield($field), (length($self->getfield($field))-4));
5089 =item smart_search OPTION => VALUE ...
5091 Accepts the following options: I<search>, the string to search for. The string
5092 will be searched for as a customer number, phone number, name or company name,
5093 as an exact, or, in some cases, a substring or fuzzy match (see the source code
5094 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
5095 skip fuzzy matching when an exact match is found.
5097 Any additional options are treated as an additional qualifier on the search
5100 Returns a (possibly empty) array of FS::cust_main objects.
5107 #here is the agent virtualization
5108 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
5112 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
5113 my $search = delete $options{'search'};
5114 ( my $alphanum_search = $search ) =~ s/\W//g;
5116 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
5118 #false laziness w/Record::ut_phone
5119 my $phonen = "$1-$2-$3";
5120 $phonen .= " x$4" if $4;
5122 push @cust_main, qsearch( {
5123 'table' => 'cust_main',
5124 'hashref' => { %options },
5125 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5127 join(' OR ', map "$_ = '$phonen'",
5128 qw( daytime night fax
5129 ship_daytime ship_night ship_fax )
5132 " AND $agentnums_sql", #agent virtualization
5135 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
5136 #try looking for matches with extensions unless one was specified
5138 push @cust_main, qsearch( {
5139 'table' => 'cust_main',
5140 'hashref' => { %options },
5141 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
5143 join(' OR ', map "$_ LIKE '$phonen\%'",
5145 ship_daytime ship_night )
5148 " AND $agentnums_sql", #agent virtualization
5153 } elsif ( $search =~ /^\s*(\d+)\s*$/ ) { # customer # search
5155 push @cust_main, qsearch( {
5156 'table' => 'cust_main',
5157 'hashref' => { 'custnum' => $1, %options },
5158 'extra_sql' => " AND $agentnums_sql", #agent virtualization
5161 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
5163 my($company, $last, $first) = ( $1, $2, $3 );
5165 # "Company (Last, First)"
5166 #this is probably something a browser remembered,
5167 #so just do an exact search
5169 foreach my $prefix ( '', 'ship_' ) {
5170 push @cust_main, qsearch( {
5171 'table' => 'cust_main',
5172 'hashref' => { $prefix.'first' => $first,
5173 $prefix.'last' => $last,
5174 $prefix.'company' => $company,
5177 'extra_sql' => " AND $agentnums_sql",
5181 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
5182 # try (ship_){last,company}
5186 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
5187 # # full strings the browser remembers won't work
5188 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
5190 use Lingua::EN::NameParse;
5191 my $NameParse = new Lingua::EN::NameParse(
5193 allow_reversed => 1,
5196 my($last, $first) = ( '', '' );
5197 #maybe disable this too and just rely on NameParse?
5198 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
5200 ($last, $first) = ( $1, $2 );
5202 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
5203 } elsif ( ! $NameParse->parse($value) ) {
5205 my %name = $NameParse->components;
5206 $first = $name{'given_name_1'};
5207 $last = $name{'surname_1'};
5211 if ( $first && $last ) {
5213 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
5216 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5218 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
5219 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
5222 push @cust_main, qsearch( {
5223 'table' => 'cust_main',
5224 'hashref' => \%options,
5225 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5228 # or it just be something that was typed in... (try that in a sec)
5232 my $q_value = dbh->quote($value);
5235 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
5236 $sql .= " ( LOWER(last) = $q_value
5237 OR LOWER(company) = $q_value
5238 OR LOWER(ship_last) = $q_value
5239 OR LOWER(ship_company) = $q_value
5242 push @cust_main, qsearch( {
5243 'table' => 'cust_main',
5244 'hashref' => \%options,
5245 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
5248 #no exact match, trying substring/fuzzy
5249 #always do substring & fuzzy (unless they're explicity config'ed off)
5250 #getting complaints searches are not returning enough
5251 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
5253 #still some false laziness w/ search/cust_main.cgi
5258 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
5259 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
5262 if ( $first && $last ) {
5265 { 'first' => { op=>'ILIKE', value=>"%$first%" },
5266 'last' => { op=>'ILIKE', value=>"%$last%" },
5268 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
5269 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
5276 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
5277 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
5281 foreach my $hashref ( @hashrefs ) {
5283 push @cust_main, qsearch( {
5284 'table' => 'cust_main',
5285 'hashref' => { %$hashref,
5288 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
5297 " AND $agentnums_sql", #extra_sql #agent virtualization
5300 if ( $first && $last ) {
5301 push @cust_main, FS::cust_main->fuzzy_search(
5302 { 'last' => $last, #fuzzy hashref
5303 'first' => $first }, #
5307 foreach my $field ( 'last', 'company' ) {
5309 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
5314 #eliminate duplicates
5316 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
5324 =item check_and_rebuild_fuzzyfiles
5328 use vars qw(@fuzzyfields);
5329 @fuzzyfields = ( 'last', 'first', 'company' );
5331 sub check_and_rebuild_fuzzyfiles {
5332 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
5333 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
5336 =item rebuild_fuzzyfiles
5340 sub rebuild_fuzzyfiles {
5342 use Fcntl qw(:flock);
5344 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
5345 mkdir $dir, 0700 unless -d $dir;
5347 foreach my $fuzzy ( @fuzzyfields ) {
5349 open(LOCK,">>$dir/cust_main.$fuzzy")
5350 or die "can't open $dir/cust_main.$fuzzy: $!";
5352 or die "can't lock $dir/cust_main.$fuzzy: $!";
5354 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
5355 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
5357 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
5358 my $sth = dbh->prepare("SELECT $field FROM cust_main".
5359 " WHERE $field != '' AND $field IS NOT NULL");
5360 $sth->execute or die $sth->errstr;
5362 while ( my $row = $sth->fetchrow_arrayref ) {
5363 print CACHE $row->[0]. "\n";
5368 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
5370 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
5381 my( $self, $field ) = @_;
5382 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
5383 open(CACHE,"<$dir/cust_main.$field")
5384 or die "can't open $dir/cust_main.$field: $!";
5385 my @array = map { chomp; $_; } <CACHE>;
5390 =item append_fuzzyfiles LASTNAME COMPANY
5394 sub append_fuzzyfiles {
5395 #my( $first, $last, $company ) = @_;
5397 &check_and_rebuild_fuzzyfiles;
5399 use Fcntl qw(:flock);
5401 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
5403 foreach my $field (qw( first last company )) {
5408 open(CACHE,">>$dir/cust_main.$field")
5409 or die "can't open $dir/cust_main.$field: $!";
5410 flock(CACHE,LOCK_EX)
5411 or die "can't lock $dir/cust_main.$field: $!";
5413 print CACHE "$value\n";
5415 flock(CACHE,LOCK_UN)
5416 or die "can't unlock $dir/cust_main.$field: $!";
5431 #warn join('-',keys %$param);
5432 my $fh = $param->{filehandle};
5433 my $agentnum = $param->{agentnum};
5435 my $refnum = $param->{refnum};
5436 my $pkgpart = $param->{pkgpart};
5438 #my @fields = @{$param->{fields}};
5439 my $format = $param->{'format'};
5442 if ( $format eq 'simple' ) {
5443 @fields = qw( cust_pkg.setup dayphone first last
5444 address1 address2 city state zip comments );
5446 } elsif ( $format eq 'extended' ) {
5447 @fields = qw( agent_custid refnum
5448 last first address1 address2 city state zip country
5450 ship_last ship_first ship_address1 ship_address2
5451 ship_city ship_state ship_zip ship_country
5452 payinfo paycvv paydate
5455 svc_acct.username svc_acct._password
5459 die "unknown format $format";
5462 eval "use Text::CSV_XS;";
5465 my $csv = new Text::CSV_XS;
5472 local $SIG{HUP} = 'IGNORE';
5473 local $SIG{INT} = 'IGNORE';
5474 local $SIG{QUIT} = 'IGNORE';
5475 local $SIG{TERM} = 'IGNORE';
5476 local $SIG{TSTP} = 'IGNORE';
5477 local $SIG{PIPE} = 'IGNORE';
5479 my $oldAutoCommit = $FS::UID::AutoCommit;
5480 local $FS::UID::AutoCommit = 0;
5483 #while ( $columns = $csv->getline($fh) ) {
5485 while ( defined($line=<$fh>) ) {
5487 $csv->parse($line) or do {
5488 $dbh->rollback if $oldAutoCommit;
5489 return "can't parse: ". $csv->error_input();
5492 my @columns = $csv->fields();
5493 #warn join('-',@columns);
5496 agentnum => $agentnum,
5498 country => $conf->config('countrydefault') || 'US',
5499 payby => $payby, #default
5500 paydate => '12/2037', #default
5502 my $billtime = time;
5503 my %cust_pkg = ( pkgpart => $pkgpart );
5505 foreach my $field ( @fields ) {
5507 if ( $field =~ /^cust_pkg\.(pkgpart|setup|bill|susp|adjourn|expire|cancel)$/ ) {
5509 #$cust_pkg{$1} = str2time( shift @$columns );
5510 if ( $1 eq 'pkgpart' ) {
5511 $cust_pkg{$1} = shift @columns;
5512 } elsif ( $1 eq 'setup' ) {
5513 $billtime = str2time(shift @columns);
5515 $cust_pkg{$1} = str2time( shift @columns );
5518 } elsif ( $field =~ /^svc_acct\.(username|_password)$/ ) {
5520 $svc_acct{$1} = shift @columns;
5524 #refnum interception
5525 if ( $field eq 'refnum' && $columns[0] !~ /^\s*(\d+)\s*$/ ) {
5527 my $referral = $columns[0];
5528 my %hash = ( 'referral' => $referral,
5529 'agentnum' => $agentnum,
5533 my $part_referral = qsearchs('part_referral', \%hash )
5534 || new FS::part_referral \%hash;
5536 unless ( $part_referral->refnum ) {
5537 my $error = $part_referral->insert;
5539 $dbh->rollback if $oldAutoCommit;
5540 return "can't auto-insert advertising source: $referral: $error";
5544 $columns[0] = $part_referral->refnum;
5547 #$cust_main{$field} = shift @$columns;
5548 $cust_main{$field} = shift @columns;
5552 $cust_main{'payby'} = 'CARD' if length($cust_main{'payinfo'});
5554 my $invoicing_list = $cust_main{'invoicing_list'}
5555 ? [ delete $cust_main{'invoicing_list'} ]
5558 my $cust_main = new FS::cust_main ( \%cust_main );
5561 tie my %hash, 'Tie::RefHash'; #this part is important
5563 if ( $cust_pkg{'pkgpart'} ) {
5564 my $cust_pkg = new FS::cust_pkg ( \%cust_pkg );
5567 if ( $svc_acct{'username'} ) {
5568 my $part_pkg = $cust_pkg->part_pkg;
5569 unless ( $part_pkg ) {
5570 $dbh->rollback if $oldAutoCommit;
5571 return "unknown pkgpart: ". $cust_pkg{'pkgpart'};
5573 $svc_acct{svcpart} = $part_pkg->svcpart( 'svc_acct' );
5574 push @svc_acct, new FS::svc_acct ( \%svc_acct )
5577 $hash{$cust_pkg} = \@svc_acct;
5580 my $error = $cust_main->insert( \%hash, $invoicing_list );
5583 $dbh->rollback if $oldAutoCommit;
5584 return "can't insert customer for $line: $error";
5587 if ( $format eq 'simple' ) {
5589 #false laziness w/bill.cgi
5590 $error = $cust_main->bill( 'time' => $billtime );
5592 $dbh->rollback if $oldAutoCommit;
5593 return "can't bill customer for $line: $error";
5596 $error = $cust_main->apply_payments_and_credits;
5598 $dbh->rollback if $oldAutoCommit;
5599 return "can't bill customer for $line: $error";
5602 $error = $cust_main->collect();
5604 $dbh->rollback if $oldAutoCommit;
5605 return "can't collect customer for $line: $error";
5613 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5615 return "Empty file!" unless $imported;
5627 #warn join('-',keys %$param);
5628 my $fh = $param->{filehandle};
5629 my @fields = @{$param->{fields}};
5631 eval "use Text::CSV_XS;";
5634 my $csv = new Text::CSV_XS;
5641 local $SIG{HUP} = 'IGNORE';
5642 local $SIG{INT} = 'IGNORE';
5643 local $SIG{QUIT} = 'IGNORE';
5644 local $SIG{TERM} = 'IGNORE';
5645 local $SIG{TSTP} = 'IGNORE';
5646 local $SIG{PIPE} = 'IGNORE';
5648 my $oldAutoCommit = $FS::UID::AutoCommit;
5649 local $FS::UID::AutoCommit = 0;
5652 #while ( $columns = $csv->getline($fh) ) {
5654 while ( defined($line=<$fh>) ) {
5656 $csv->parse($line) or do {
5657 $dbh->rollback if $oldAutoCommit;
5658 return "can't parse: ". $csv->error_input();
5661 my @columns = $csv->fields();
5662 #warn join('-',@columns);
5665 foreach my $field ( @fields ) {
5666 $row{$field} = shift @columns;
5669 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
5670 unless ( $cust_main ) {
5671 $dbh->rollback if $oldAutoCommit;
5672 return "unknown custnum $row{'custnum'}";
5675 if ( $row{'amount'} > 0 ) {
5676 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5678 $dbh->rollback if $oldAutoCommit;
5682 } elsif ( $row{'amount'} < 0 ) {
5683 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5686 $dbh->rollback if $oldAutoCommit;
5696 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5698 return "Empty file!" unless $imported;
5704 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5706 Sends a templated email notification to the customer (see L<Text::Template>).
5708 OPTIONS is a hash and may include
5710 I<from> - the email sender (default is invoice_from)
5712 I<to> - comma-separated scalar or arrayref of recipients
5713 (default is invoicing_list)
5715 I<subject> - The subject line of the sent email notification
5716 (default is "Notice from company_name")
5718 I<extra_fields> - a hashref of name/value pairs which will be substituted
5721 The following variables are vavailable in the template.
5723 I<$first> - the customer first name
5724 I<$last> - the customer last name
5725 I<$company> - the customer company
5726 I<$payby> - a description of the method of payment for the customer
5727 # would be nice to use FS::payby::shortname
5728 I<$payinfo> - the account information used to collect for this customer
5729 I<$expdate> - the expiration of the customer payment in seconds from epoch
5734 my ($customer, $template, %options) = @_;
5736 return unless $conf->exists($template);
5738 my $from = $conf->config('invoice_from') if $conf->exists('invoice_from');
5739 $from = $options{from} if exists($options{from});
5741 my $to = join(',', $customer->invoicing_list_emailonly);
5742 $to = $options{to} if exists($options{to});
5744 my $subject = "Notice from " . $conf->config('company_name')
5745 if $conf->exists('company_name');
5746 $subject = $options{subject} if exists($options{subject});
5748 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5749 SOURCE => [ map "$_\n",
5750 $conf->config($template)]
5752 or die "can't create new Text::Template object: Text::Template::ERROR";
5753 $notify_template->compile()
5754 or die "can't compile template: Text::Template::ERROR";
5756 $FS::notify_template::_template::company_name = $conf->config('company_name');
5757 $FS::notify_template::_template::company_address =
5758 join("\n", $conf->config('company_address') ). "\n";
5760 my $paydate = $customer->paydate;
5761 $FS::notify_template::_template::first = $customer->first;
5762 $FS::notify_template::_template::last = $customer->last;
5763 $FS::notify_template::_template::company = $customer->company;
5764 $FS::notify_template::_template::payinfo = $customer->mask_payinfo;
5765 my $payby = $customer->payby;
5766 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5767 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5769 #credit cards expire at the end of the month/year of their exp date
5770 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5771 $FS::notify_template::_template::payby = 'credit card';
5772 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5773 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5775 }elsif ($payby eq 'COMP') {
5776 $FS::notify_template::_template::payby = 'complimentary account';
5778 $FS::notify_template::_template::payby = 'current method';
5780 $FS::notify_template::_template::expdate = $expire_time;
5782 for (keys %{$options{extra_fields}}){
5784 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5787 send_email(from => $from,
5789 subject => $subject,
5790 body => $notify_template->fill_in( PACKAGE =>
5791 'FS::notify_template::_template' ),
5796 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5798 Generates a templated notification to the customer (see L<Text::Template>).
5800 OPTIONS is a hash and may include
5802 I<extra_fields> - a hashref of name/value pairs which will be substituted
5803 into the template. These values may override values mentioned below
5804 and those from the customer record.
5806 The following variables are available in the template instead of or in addition
5807 to the fields of the customer record.
5809 I<$payby> - a description of the method of payment for the customer
5810 # would be nice to use FS::payby::shortname
5811 I<$payinfo> - the masked account information used to collect for this customer
5812 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5813 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5817 sub generate_letter {
5818 my ($self, $template, %options) = @_;
5820 return unless $conf->exists($template);
5822 my $letter_template = new Text::Template
5824 SOURCE => [ map "$_\n", $conf->config($template)],
5825 DELIMITERS => [ '[@--', '--@]' ],
5827 or die "can't create new Text::Template object: Text::Template::ERROR";
5829 $letter_template->compile()
5830 or die "can't compile template: Text::Template::ERROR";
5832 my %letter_data = map { $_ => $self->$_ } $self->fields;
5833 $letter_data{payinfo} = $self->mask_payinfo;
5835 #my $paydate = $self->paydate || '2037-12';
5836 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12';
5838 my $payby = $self->payby;
5839 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5840 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5842 #credit cards expire at the end of the month/year of their exp date
5843 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5844 $letter_data{payby} = 'credit card';
5845 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5846 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5848 }elsif ($payby eq 'COMP') {
5849 $letter_data{payby} = 'complimentary account';
5851 $letter_data{payby} = 'current method';
5853 $letter_data{expdate} = $expire_time;
5855 for (keys %{$options{extra_fields}}){
5856 $letter_data{$_} = $options{extra_fields}->{$_};
5859 unless(exists($letter_data{returnaddress})){
5860 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5861 $self->agent_template)
5863 if ( length($retadd) ) {
5864 $letter_data{returnaddress} = $retadd;
5865 } elsif ( grep /\S/, $conf->config('company_address') ) {
5866 $letter_data{returnaddress} =
5867 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
5868 $conf->config('company_address')
5871 $letter_data{returnaddress} = '~';
5875 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5877 $letter_data{company_name} = $conf->config('company_name');
5879 my $dir = $FS::UID::conf_dir."cache.". $FS::UID::datasrc;
5880 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5884 ) or die "can't open temp file: $!\n";
5886 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5888 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5892 =item print_ps TEMPLATE
5894 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5900 my $file = $self->generate_letter(@_);
5901 FS::Misc::generate_ps($file);
5904 =item print TEMPLATE
5906 Prints the filled in template.
5908 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5912 sub queueable_print {
5915 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5916 or die "invalid customer number: " . $opt{custvnum};
5918 my $error = $self->print( $opt{template} );
5919 die $error if $error;
5923 my ($self, $template) = (shift, shift);
5924 do_print [ $self->print_ps($template) ];
5927 sub agent_template {
5929 $self->_agent_plandata('agent_templatename');
5932 sub agent_invoice_from {
5934 $self->_agent_plandata('agent_invoice_from');
5937 sub _agent_plandata {
5938 my( $self, $option ) = @_;
5940 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5941 #agent-specific Conf
5943 use FS::part_event::Condition;
5945 my $agentnum = $self->agentnum;
5948 if ( driver_name =~ /^Pg/i ) {
5950 } elsif ( driver_name =~ /^mysql/i ) {
5953 die "don't know how to use regular expressions in ". driver_name. " databases";
5956 my $part_event_option =
5958 'select' => 'part_event_option.*',
5959 'table' => 'part_event_option',
5961 LEFT JOIN part_event USING ( eventpart )
5962 LEFT JOIN part_event_option AS peo_agentnum
5963 ON ( part_event.eventpart = peo_agentnum.eventpart
5964 AND peo_agentnum.optionname = 'agentnum'
5965 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5967 LEFT JOIN part_event_option AS peo_cust_bill_age
5968 ON ( part_event.eventpart = peo_cust_bill_age.eventpart
5969 AND peo_cust_bill_age.optionname = 'cust_bill_age'
5972 #'hashref' => { 'optionname' => $option },
5973 #'hashref' => { 'part_event_option.optionname' => $option },
5975 " WHERE part_event_option.optionname = ". dbh->quote($option).
5976 " AND action = 'cust_bill_send_agent' ".
5977 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5978 " AND peo_agentnum.optionname = 'agentnum' ".
5979 " AND agentnum IS NULL OR agentnum = $agentnum ".
5981 CASE WHEN peo_cust_bill_age.optionname != 'cust_bill_age'
5983 ELSE ". FS::part_event::Condition->age2seconds_sql('peo_cust_bill_age.optionvalue').
5985 , part_event.weight".
5989 unless ( $part_event_option ) {
5990 return $self->agent->invoice_template || ''
5991 if $option eq 'agent_templatename';
5995 $part_event_option->optionvalue;
6000 ## actual sub, not a method, designed to be called from the queue.
6001 ## sets up the customer, and calls the bill_and_collect
6002 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
6003 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
6004 $cust_main->bill_and_collect(
6015 The delete method should possibly take an FS::cust_main object reference
6016 instead of a scalar customer number.
6018 Bill and collect options should probably be passed as references instead of a
6021 There should probably be a configuration file with a list of allowed credit
6024 No multiple currency support (probably a larger project than just this module).
6026 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
6028 Birthdates rely on negative epoch values.
6030 The payby for card/check batches is broken. With mixed batching, bad
6033 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
6037 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
6038 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
6039 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.