5 use base qw( FS::otaker_Mixin FS::payinfo_Mixin FS::Record );
6 use vars qw( @EXPORT_OK $DEBUG $me $conf
8 $import $ignore_expired_card
9 $skip_fuzzyfiles @fuzzyfields
12 use vars qw( $realtime_bop_decline_quiet ); #ugh
16 use Scalar::Util qw( blessed );
17 use List::Util qw( min );
18 use Time::Local qw(timelocal);
21 use Digest::MD5 qw(md5_base64);
24 use File::Temp qw( tempfile );
25 use String::Approx qw(amatch);
26 use Business::CreditCard 0.28;
28 use FS::UID qw( getotaker dbh driver_name );
29 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
30 use FS::Misc qw( generate_email send_email generate_ps do_print );
31 use FS::Msgcat qw(gettext);
36 use FS::cust_bill_pkg;
37 use FS::cust_bill_pkg_display;
38 use FS::cust_bill_pkg_tax_location;
39 use FS::cust_bill_pkg_tax_rate_location;
41 use FS::cust_pay_pending;
42 use FS::cust_pay_void;
43 use FS::cust_pay_batch;
46 use FS::part_referral;
47 use FS::cust_main_county;
48 use FS::cust_location;
50 use FS::cust_main_exemption;
51 use FS::cust_tax_adjustment;
53 use FS::tax_rate_location;
54 use FS::cust_tax_location;
55 use FS::part_pkg_taxrate;
57 use FS::cust_main_invoice;
58 use FS::cust_credit_bill;
59 use FS::cust_bill_pay;
60 use FS::prepay_credit;
64 use FS::part_event_condition;
68 use FS::payment_gateway;
69 use FS::agent_payment_gateway;
73 @EXPORT_OK = qw( smart_search );
75 $realtime_bop_decline_quiet = 0;
77 # 1 is mostly method/subroutine entry and options
78 # 2 traces progress of some operations
79 # 3 is even more information including possibly sensitive data
81 $me = '[FS::cust_main]';
84 $ignore_expired_card = 0;
87 @fuzzyfields = ( 'first', 'last', 'company', 'address1' );
89 @encrypted_fields = ('payinfo', 'paycvv');
90 sub nohistory_fields { ('payinfo', 'paycvv'); }
92 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
94 #ask FS::UID to run this stuff for us later
95 #$FS::UID::callback{'FS::cust_main'} = sub {
96 install_callback FS::UID sub {
98 #yes, need it for stuff below (prolly should be cached)
103 my ( $hashref, $cache ) = @_;
104 if ( exists $hashref->{'pkgnum'} ) {
105 #@{ $self->{'_pkgnum'} } = ();
106 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
107 $self->{'_pkgnum'} = $subcache;
108 #push @{ $self->{'_pkgnum'} },
109 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
115 FS::cust_main - Object methods for cust_main records
121 $record = new FS::cust_main \%hash;
122 $record = new FS::cust_main { 'column' => 'value' };
124 $error = $record->insert;
126 $error = $new_record->replace($old_record);
128 $error = $record->delete;
130 $error = $record->check;
132 @cust_pkg = $record->all_pkgs;
134 @cust_pkg = $record->ncancelled_pkgs;
136 @cust_pkg = $record->suspended_pkgs;
138 $error = $record->bill;
139 $error = $record->bill %options;
140 $error = $record->bill 'time' => $time;
142 $error = $record->collect;
143 $error = $record->collect %options;
144 $error = $record->collect 'invoice_time' => $time,
149 An FS::cust_main object represents a customer. FS::cust_main inherits from
150 FS::Record. The following fields are currently supported:
156 Primary key (assigned automatically for new customers)
160 Agent (see L<FS::agent>)
164 Advertising source (see L<FS::part_referral>)
176 Cocial security number (optional)
192 (optional, see L<FS::cust_main_county>)
196 (see L<FS::cust_main_county>)
202 (see L<FS::cust_main_county>)
238 (optional, see L<FS::cust_main_county>)
242 (see L<FS::cust_main_county>)
248 (see L<FS::cust_main_county>)
264 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
268 Payment Information (See L<FS::payinfo_Mixin> for data format)
272 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
276 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
280 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
284 Start date month (maestro/solo cards only)
288 Start date year (maestro/solo cards only)
292 Issue number (maestro/solo cards only)
296 Name on card or billing name
300 IP address from which payment information was received
304 Tax exempt, empty or `Y'
308 Order taker (see L<FS::access_user>)
314 =item referral_custnum
316 Referring customer number
320 Enable individual CDR spooling, empty or `Y'
324 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
328 Discourage individual CDR printing, empty or `Y'
338 Creates a new customer. To add the customer to the database, see L<"insert">.
340 Note that this stores the hash reference, not a distinct copy of the hash it
341 points to. You can ask the object for a copy with the I<hash> method.
345 sub table { 'cust_main'; }
347 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
349 Adds this customer to the database. If there is an error, returns the error,
350 otherwise returns false.
352 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
353 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
354 are inserted atomicly, or the transaction is rolled back. Passing an empty
355 hash reference is equivalent to not supplying this parameter. There should be
356 a better explanation of this, but until then, here's an example:
359 tie %hash, 'Tie::RefHash'; #this part is important
361 $cust_pkg => [ $svc_acct ],
364 $cust_main->insert( \%hash );
366 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
367 be set as the invoicing list (see L<"invoicing_list">). Errors return as
368 expected and rollback the entire transaction; it is not necessary to call
369 check_invoicing_list first. The invoicing_list is set after the records in the
370 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
371 invoicing_list destination to the newly-created svc_acct. Here's an example:
373 $cust_main->insert( {}, [ $email, 'POST' ] );
375 Currently available options are: I<depend_jobnum>, I<noexport> and I<tax_exemption>.
377 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
378 on the supplied jobnum (they will not run until the specific job completes).
379 This can be used to defer provisioning until some action completes (such
380 as running the customer's credit card successfully).
382 The I<noexport> option is deprecated. If I<noexport> is set true, no
383 provisioning jobs (exports) are scheduled. (You can schedule them later with
384 the B<reexport> method.)
386 The I<tax_exemption> option can be set to an arrayref of tax names.
387 FS::cust_main_exemption records will be created and inserted.
393 my $cust_pkgs = @_ ? shift : {};
394 my $invoicing_list = @_ ? shift : '';
396 warn "$me insert called with options ".
397 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
400 local $SIG{HUP} = 'IGNORE';
401 local $SIG{INT} = 'IGNORE';
402 local $SIG{QUIT} = 'IGNORE';
403 local $SIG{TERM} = 'IGNORE';
404 local $SIG{TSTP} = 'IGNORE';
405 local $SIG{PIPE} = 'IGNORE';
407 my $oldAutoCommit = $FS::UID::AutoCommit;
408 local $FS::UID::AutoCommit = 0;
411 my $prepay_identifier = '';
412 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
414 if ( $self->payby eq 'PREPAY' ) {
416 $self->payby('BILL');
417 $prepay_identifier = $self->payinfo;
420 warn " looking up prepaid card $prepay_identifier\n"
423 my $error = $self->get_prepay( $prepay_identifier,
424 'amount_ref' => \$amount,
425 'seconds_ref' => \$seconds,
426 'upbytes_ref' => \$upbytes,
427 'downbytes_ref' => \$downbytes,
428 'totalbytes_ref' => \$totalbytes,
431 $dbh->rollback if $oldAutoCommit;
432 #return "error applying prepaid card (transaction rolled back): $error";
436 $payby = 'PREP' if $amount;
438 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
441 $self->payby('BILL');
442 $amount = $self->paid;
446 warn " inserting $self\n"
449 $self->signupdate(time) unless $self->signupdate;
451 $self->auto_agent_custid()
452 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
454 my $error = $self->SUPER::insert;
456 $dbh->rollback if $oldAutoCommit;
457 #return "inserting cust_main record (transaction rolled back): $error";
461 warn " setting invoicing list\n"
464 if ( $invoicing_list ) {
465 $error = $self->check_invoicing_list( $invoicing_list );
467 $dbh->rollback if $oldAutoCommit;
468 #return "checking invoicing_list (transaction rolled back): $error";
471 $self->invoicing_list( $invoicing_list );
474 warn " setting cust_main_exemption\n"
477 my $tax_exemption = delete $options{'tax_exemption'};
478 if ( $tax_exemption ) {
479 foreach my $taxname ( @$tax_exemption ) {
480 my $cust_main_exemption = new FS::cust_main_exemption {
481 'custnum' => $self->custnum,
482 'taxname' => $taxname,
484 my $error = $cust_main_exemption->insert;
486 $dbh->rollback if $oldAutoCommit;
487 return "inserting cust_main_exemption (transaction rolled back): $error";
492 if ( $conf->config('cust_main-skeleton_tables')
493 && $conf->config('cust_main-skeleton_custnum') ) {
495 warn " inserting skeleton records\n"
498 my $error = $self->start_copy_skel;
500 $dbh->rollback if $oldAutoCommit;
506 warn " ordering packages\n"
509 $error = $self->order_pkgs( $cust_pkgs,
511 'seconds_ref' => \$seconds,
512 'upbytes_ref' => \$upbytes,
513 'downbytes_ref' => \$downbytes,
514 'totalbytes_ref' => \$totalbytes,
517 $dbh->rollback if $oldAutoCommit;
522 $dbh->rollback if $oldAutoCommit;
523 return "No svc_acct record to apply pre-paid time";
525 if ( $upbytes || $downbytes || $totalbytes ) {
526 $dbh->rollback if $oldAutoCommit;
527 return "No svc_acct record to apply pre-paid data";
531 warn " inserting initial $payby payment of $amount\n"
533 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
535 $dbh->rollback if $oldAutoCommit;
536 return "inserting payment (transaction rolled back): $error";
540 unless ( $import || $skip_fuzzyfiles ) {
541 warn " queueing fuzzyfiles update\n"
543 $error = $self->queue_fuzzyfiles_update;
545 $dbh->rollback if $oldAutoCommit;
546 return "updating fuzzy search cache: $error";
551 warn " exporting\n" if $DEBUG > 1;
553 my $export_args = $options{'export_args'} || [];
556 map qsearch( 'part_export', {exportnum=>$_} ),
557 $conf->config('cust_main-exports'); #, $agentnum
559 foreach my $part_export ( @part_export ) {
560 my $error = $part_export->export_insert($self, @$export_args);
562 $dbh->rollback if $oldAutoCommit;
563 return "exporting to ". $part_export->exporttype.
564 " (transaction rolled back): $error";
568 #foreach my $depend_jobnum ( @$depend_jobnums ) {
569 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
571 # foreach my $jobnum ( @jobnums ) {
572 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
573 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
575 # my $error = $queue->depend_insert($depend_jobnum);
577 # $dbh->rollback if $oldAutoCommit;
578 # return "error queuing job dependancy: $error";
585 #if ( exists $options{'jobnums'} ) {
586 # push @{ $options{'jobnums'} }, @jobnums;
589 warn " insert complete; committing transaction\n"
592 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
597 use File::CounterFile;
598 sub auto_agent_custid {
601 my $format = $conf->config('cust_main-auto_agent_custid');
603 if ( $format eq '1YMMXXXXXXXX' ) {
605 my $counter = new File::CounterFile 'cust_main.agent_custid';
608 my $ym = 100000000000 + time2str('%y%m00000000', time);
609 if ( $ym > $counter->value ) {
610 $counter->{'value'} = $agent_custid = $ym;
611 $counter->{'updated'} = 1;
613 $agent_custid = $counter->inc;
619 die "Unknown cust_main-auto_agent_custid format: $format";
622 $self->agent_custid($agent_custid);
626 sub start_copy_skel {
629 #'mg_user_preference' => {},
630 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
631 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
632 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
633 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
634 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
637 _copy_skel( 'cust_main', #tablename
638 $conf->config('cust_main-skeleton_custnum'), #sourceid
639 $self->custnum, #destid
640 @tables, #child tables
644 #recursive subroutine, not a method
646 my( $table, $sourceid, $destid, %child_tables ) = @_;
649 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
650 ( $table, $primary_key ) = ( $1, $2 );
652 my $dbdef_table = dbdef->table($table);
653 $primary_key = $dbdef_table->primary_key
654 or return "$table has no primary key".
655 " (or do you need to run dbdef-create?)";
658 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
659 join (', ', keys %child_tables). "\n"
662 foreach my $child_table_def ( keys %child_tables ) {
666 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
667 ( $child_table, $child_pkey ) = ( $1, $2 );
669 $child_table = $child_table_def;
671 $child_pkey = dbdef->table($child_table)->primary_key;
672 # or return "$table has no primary key".
673 # " (or do you need to run dbdef-create?)\n";
677 if ( keys %{ $child_tables{$child_table_def} } ) {
679 return "$child_table has no primary key".
680 " (run dbdef-create or try specifying it?)\n"
683 #false laziness w/Record::insert and only works on Pg
684 #refactor the proper last-inserted-id stuff out of Record::insert if this
685 # ever gets use for anything besides a quick kludge for one customer
686 my $default = dbdef->table($child_table)->column($child_pkey)->default;
687 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
688 or return "can't parse $child_table.$child_pkey default value ".
689 " for sequence name: $default";
694 my @sel_columns = grep { $_ ne $primary_key }
695 dbdef->table($child_table)->columns;
696 my $sel_columns = join(', ', @sel_columns );
698 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
699 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
700 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
702 my $sel_st = "SELECT $sel_columns FROM $child_table".
703 " WHERE $primary_key = $sourceid";
706 my $sel_sth = dbh->prepare( $sel_st )
707 or return dbh->errstr;
709 $sel_sth->execute or return $sel_sth->errstr;
711 while ( my $row = $sel_sth->fetchrow_hashref ) {
713 warn " selected row: ".
714 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
718 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
719 my $ins_sth =dbh->prepare($statement)
720 or return dbh->errstr;
721 my @param = ( $destid, map $row->{$_}, @ins_columns );
722 warn " $statement: [ ". join(', ', @param). " ]\n"
724 $ins_sth->execute( @param )
725 or return $ins_sth->errstr;
727 #next unless keys %{ $child_tables{$child_table} };
728 next unless $sequence;
730 #another section of that laziness
731 my $seq_sql = "SELECT currval('$sequence')";
732 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
733 $seq_sth->execute or return $seq_sth->errstr;
734 my $insertid = $seq_sth->fetchrow_arrayref->[0];
736 # don't drink soap! recurse! recurse! okay!
738 _copy_skel( $child_table_def,
739 $row->{$child_pkey}, #sourceid
741 %{ $child_tables{$child_table_def} },
743 return $error if $error;
753 =item order_pkg HASHREF | OPTION => VALUE ...
755 Orders a single package.
757 Options may be passed as a list of key/value pairs or as a hash reference.
768 Optional FS::cust_location object
772 Optional arryaref of FS::svc_* service objects.
776 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
777 jobs will have a dependancy on the supplied job (they will not run until the
778 specific job completes). This can be used to defer provisioning until some
779 action completes (such as running the customer's credit card successfully).
783 Optional subject for a ticket created and attached to this customer
787 Optional queue name for ticket additions
795 my $opt = ref($_[0]) ? shift : { @_ };
797 warn "$me order_pkg called with options ".
798 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
801 my $cust_pkg = $opt->{'cust_pkg'};
802 my $svcs = $opt->{'svcs'} || [];
804 my %svc_options = ();
805 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
806 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
808 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
809 qw( ticket_subject ticket_queue );
811 local $SIG{HUP} = 'IGNORE';
812 local $SIG{INT} = 'IGNORE';
813 local $SIG{QUIT} = 'IGNORE';
814 local $SIG{TERM} = 'IGNORE';
815 local $SIG{TSTP} = 'IGNORE';
816 local $SIG{PIPE} = 'IGNORE';
818 my $oldAutoCommit = $FS::UID::AutoCommit;
819 local $FS::UID::AutoCommit = 0;
822 if ( $opt->{'cust_location'} &&
823 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
824 my $error = $opt->{'cust_location'}->insert;
826 $dbh->rollback if $oldAutoCommit;
827 return "inserting cust_location (transaction rolled back): $error";
829 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
832 $cust_pkg->custnum( $self->custnum );
834 my $error = $cust_pkg->insert( %insert_params );
836 $dbh->rollback if $oldAutoCommit;
837 return "inserting cust_pkg (transaction rolled back): $error";
840 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
841 if ( $svc_something->svcnum ) {
842 my $old_cust_svc = $svc_something->cust_svc;
843 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
844 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
845 $error = $new_cust_svc->replace($old_cust_svc);
847 $svc_something->pkgnum( $cust_pkg->pkgnum );
848 if ( $svc_something->isa('FS::svc_acct') ) {
849 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
850 qw( seconds upbytes downbytes totalbytes ) ) {
851 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
852 ${ $opt->{$_.'_ref'} } = 0;
855 $error = $svc_something->insert(%svc_options);
858 $dbh->rollback if $oldAutoCommit;
859 return "inserting svc_ (transaction rolled back): $error";
863 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
868 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
869 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
871 Like the insert method on an existing record, this method orders multiple
872 packages and included services atomicaly. Pass a Tie::RefHash data structure
873 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
874 There should be a better explanation of this, but until then, here's an
878 tie %hash, 'Tie::RefHash'; #this part is important
880 $cust_pkg => [ $svc_acct ],
883 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
885 Services can be new, in which case they are inserted, or existing unaudited
886 services, in which case they are linked to the newly-created package.
888 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
889 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
891 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
892 on the supplied jobnum (they will not run until the specific job completes).
893 This can be used to defer provisioning until some action completes (such
894 as running the customer's credit card successfully).
896 The I<noexport> option is deprecated. If I<noexport> is set true, no
897 provisioning jobs (exports) are scheduled. (You can schedule them later with
898 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
899 on the cust_main object is not recommended, as existing services will also be
902 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
903 provided, the scalars (provided by references) will be incremented by the
904 values of the prepaid card.`
910 my $cust_pkgs = shift;
911 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
913 $seconds_ref ||= $options{'seconds_ref'};
915 warn "$me order_pkgs called with options ".
916 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
919 local $SIG{HUP} = 'IGNORE';
920 local $SIG{INT} = 'IGNORE';
921 local $SIG{QUIT} = 'IGNORE';
922 local $SIG{TERM} = 'IGNORE';
923 local $SIG{TSTP} = 'IGNORE';
924 local $SIG{PIPE} = 'IGNORE';
926 my $oldAutoCommit = $FS::UID::AutoCommit;
927 local $FS::UID::AutoCommit = 0;
930 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
932 foreach my $cust_pkg ( keys %$cust_pkgs ) {
934 my $error = $self->order_pkg(
935 'cust_pkg' => $cust_pkg,
936 'svcs' => $cust_pkgs->{$cust_pkg},
937 'seconds_ref' => $seconds_ref,
938 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
943 $dbh->rollback if $oldAutoCommit;
949 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
953 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
955 Recharges this (existing) customer with the specified prepaid card (see
956 L<FS::prepay_credit>), specified either by I<identifier> or as an
957 FS::prepay_credit object. If there is an error, returns the error, otherwise
960 Optionally, five scalar references can be passed as well. They will have their
961 values filled in with the amount, number of seconds, and number of upload,
962 download, and total bytes applied by this prepaid card.
966 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
967 #the only place that uses these args
968 sub recharge_prepay {
969 my( $self, $prepay_credit, $amountref, $secondsref,
970 $upbytesref, $downbytesref, $totalbytesref ) = @_;
972 local $SIG{HUP} = 'IGNORE';
973 local $SIG{INT} = 'IGNORE';
974 local $SIG{QUIT} = 'IGNORE';
975 local $SIG{TERM} = 'IGNORE';
976 local $SIG{TSTP} = 'IGNORE';
977 local $SIG{PIPE} = 'IGNORE';
979 my $oldAutoCommit = $FS::UID::AutoCommit;
980 local $FS::UID::AutoCommit = 0;
983 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
985 my $error = $self->get_prepay( $prepay_credit,
986 'amount_ref' => \$amount,
987 'seconds_ref' => \$seconds,
988 'upbytes_ref' => \$upbytes,
989 'downbytes_ref' => \$downbytes,
990 'totalbytes_ref' => \$totalbytes,
992 || $self->increment_seconds($seconds)
993 || $self->increment_upbytes($upbytes)
994 || $self->increment_downbytes($downbytes)
995 || $self->increment_totalbytes($totalbytes)
996 || $self->insert_cust_pay_prepay( $amount,
998 ? $prepay_credit->identifier
1003 $dbh->rollback if $oldAutoCommit;
1007 if ( defined($amountref) ) { $$amountref = $amount; }
1008 if ( defined($secondsref) ) { $$secondsref = $seconds; }
1009 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
1010 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
1011 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
1013 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1018 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
1020 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
1021 specified either by I<identifier> or as an FS::prepay_credit object.
1023 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
1024 incremented by the values of the prepaid card.
1026 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
1027 check or set this customer's I<agentnum>.
1029 If there is an error, returns the error, otherwise returns false.
1035 my( $self, $prepay_credit, %opt ) = @_;
1037 local $SIG{HUP} = 'IGNORE';
1038 local $SIG{INT} = 'IGNORE';
1039 local $SIG{QUIT} = 'IGNORE';
1040 local $SIG{TERM} = 'IGNORE';
1041 local $SIG{TSTP} = 'IGNORE';
1042 local $SIG{PIPE} = 'IGNORE';
1044 my $oldAutoCommit = $FS::UID::AutoCommit;
1045 local $FS::UID::AutoCommit = 0;
1048 unless ( ref($prepay_credit) ) {
1050 my $identifier = $prepay_credit;
1052 $prepay_credit = qsearchs(
1054 { 'identifier' => $prepay_credit },
1059 unless ( $prepay_credit ) {
1060 $dbh->rollback if $oldAutoCommit;
1061 return "Invalid prepaid card: ". $identifier;
1066 if ( $prepay_credit->agentnum ) {
1067 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
1068 $dbh->rollback if $oldAutoCommit;
1069 return "prepaid card not valid for agent ". $self->agentnum;
1071 $self->agentnum($prepay_credit->agentnum);
1074 my $error = $prepay_credit->delete;
1076 $dbh->rollback if $oldAutoCommit;
1077 return "removing prepay_credit (transaction rolled back): $error";
1080 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1081 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1083 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1088 =item increment_upbytes SECONDS
1090 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1091 the specified number of upbytes. If there is an error, returns the error,
1092 otherwise returns false.
1096 sub increment_upbytes {
1097 _increment_column( shift, 'upbytes', @_);
1100 =item increment_downbytes SECONDS
1102 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1103 the specified number of downbytes. If there is an error, returns the error,
1104 otherwise returns false.
1108 sub increment_downbytes {
1109 _increment_column( shift, 'downbytes', @_);
1112 =item increment_totalbytes SECONDS
1114 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1115 the specified number of totalbytes. If there is an error, returns the error,
1116 otherwise returns false.
1120 sub increment_totalbytes {
1121 _increment_column( shift, 'totalbytes', @_);
1124 =item increment_seconds SECONDS
1126 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1127 the specified number of seconds. If there is an error, returns the error,
1128 otherwise returns false.
1132 sub increment_seconds {
1133 _increment_column( shift, 'seconds', @_);
1136 =item _increment_column AMOUNT
1138 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1139 the specified number of seconds or bytes. If there is an error, returns
1140 the error, otherwise returns false.
1144 sub _increment_column {
1145 my( $self, $column, $amount ) = @_;
1146 warn "$me increment_column called: $column, $amount\n"
1149 return '' unless $amount;
1151 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1152 $self->ncancelled_pkgs;
1154 if ( ! @cust_pkg ) {
1155 return 'No packages with primary or single services found'.
1156 ' to apply pre-paid time';
1157 } elsif ( scalar(@cust_pkg) > 1 ) {
1158 #maybe have a way to specify the package/account?
1159 return 'Multiple packages found to apply pre-paid time';
1162 my $cust_pkg = $cust_pkg[0];
1163 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1167 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1169 if ( ! @cust_svc ) {
1170 return 'No account found to apply pre-paid time';
1171 } elsif ( scalar(@cust_svc) > 1 ) {
1172 return 'Multiple accounts found to apply pre-paid time';
1175 my $svc_acct = $cust_svc[0]->svc_x;
1176 warn " found service svcnum ". $svc_acct->pkgnum.
1177 ' ('. $svc_acct->email. ")\n"
1180 $column = "increment_$column";
1181 $svc_acct->$column($amount);
1185 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1187 Inserts a prepayment in the specified amount for this customer. An optional
1188 second argument can specify the prepayment identifier for tracking purposes.
1189 If there is an error, returns the error, otherwise returns false.
1193 sub insert_cust_pay_prepay {
1194 shift->insert_cust_pay('PREP', @_);
1197 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1199 Inserts a cash payment in the specified amount for this customer. An optional
1200 second argument can specify the payment identifier for tracking purposes.
1201 If there is an error, returns the error, otherwise returns false.
1205 sub insert_cust_pay_cash {
1206 shift->insert_cust_pay('CASH', @_);
1209 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1211 Inserts a Western Union payment in the specified amount for this customer. An
1212 optional second argument can specify the prepayment identifier for tracking
1213 purposes. If there is an error, returns the error, otherwise returns false.
1217 sub insert_cust_pay_west {
1218 shift->insert_cust_pay('WEST', @_);
1221 sub insert_cust_pay {
1222 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1223 my $payinfo = scalar(@_) ? shift : '';
1225 my $cust_pay = new FS::cust_pay {
1226 'custnum' => $self->custnum,
1227 'paid' => sprintf('%.2f', $amount),
1228 #'_date' => #date the prepaid card was purchased???
1230 'payinfo' => $payinfo,
1238 This method is deprecated. See the I<depend_jobnum> option to the insert and
1239 order_pkgs methods for a better way to defer provisioning.
1241 Re-schedules all exports by calling the B<reexport> method of all associated
1242 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1243 otherwise returns false.
1250 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1251 "use the depend_jobnum option to insert or order_pkgs to delay export";
1253 local $SIG{HUP} = 'IGNORE';
1254 local $SIG{INT} = 'IGNORE';
1255 local $SIG{QUIT} = 'IGNORE';
1256 local $SIG{TERM} = 'IGNORE';
1257 local $SIG{TSTP} = 'IGNORE';
1258 local $SIG{PIPE} = 'IGNORE';
1260 my $oldAutoCommit = $FS::UID::AutoCommit;
1261 local $FS::UID::AutoCommit = 0;
1264 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1265 my $error = $cust_pkg->reexport;
1267 $dbh->rollback if $oldAutoCommit;
1272 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1277 =item delete NEW_CUSTNUM
1279 This deletes the customer. If there is an error, returns the error, otherwise
1282 This will completely remove all traces of the customer record. This is not
1283 what you want when a customer cancels service; for that, cancel all of the
1284 customer's packages (see L</cancel>).
1286 If the customer has any uncancelled packages, you need to pass a new (valid)
1287 customer number for those packages to be transferred to. Cancelled packages
1288 will be deleted. Did I mention that this is NOT what you want when a customer
1289 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1291 You can't delete a customer with invoices (see L<FS::cust_bill>),
1292 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1293 refunds (see L<FS::cust_refund>).
1300 local $SIG{HUP} = 'IGNORE';
1301 local $SIG{INT} = 'IGNORE';
1302 local $SIG{QUIT} = 'IGNORE';
1303 local $SIG{TERM} = 'IGNORE';
1304 local $SIG{TSTP} = 'IGNORE';
1305 local $SIG{PIPE} = 'IGNORE';
1307 my $oldAutoCommit = $FS::UID::AutoCommit;
1308 local $FS::UID::AutoCommit = 0;
1311 if ( $self->cust_bill ) {
1312 $dbh->rollback if $oldAutoCommit;
1313 return "Can't delete a customer with invoices";
1315 if ( $self->cust_credit ) {
1316 $dbh->rollback if $oldAutoCommit;
1317 return "Can't delete a customer with credits";
1319 if ( $self->cust_pay ) {
1320 $dbh->rollback if $oldAutoCommit;
1321 return "Can't delete a customer with payments";
1323 if ( $self->cust_refund ) {
1324 $dbh->rollback if $oldAutoCommit;
1325 return "Can't delete a customer with refunds";
1328 my @cust_pkg = $self->ncancelled_pkgs;
1330 my $new_custnum = shift;
1331 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1332 $dbh->rollback if $oldAutoCommit;
1333 return "Invalid new customer number: $new_custnum";
1335 foreach my $cust_pkg ( @cust_pkg ) {
1336 my %hash = $cust_pkg->hash;
1337 $hash{'custnum'} = $new_custnum;
1338 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1339 my $error = $new_cust_pkg->replace($cust_pkg,
1340 options => { $cust_pkg->options },
1343 $dbh->rollback if $oldAutoCommit;
1348 my @cancelled_cust_pkg = $self->all_pkgs;
1349 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1350 my $error = $cust_pkg->delete;
1352 $dbh->rollback if $oldAutoCommit;
1357 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1358 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1360 my $error = $cust_main_invoice->delete;
1362 $dbh->rollback if $oldAutoCommit;
1367 foreach my $cust_main_exemption (
1368 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } )
1370 my $error = $cust_main_exemption->delete;
1372 $dbh->rollback if $oldAutoCommit;
1377 my $error = $self->SUPER::delete;
1379 $dbh->rollback if $oldAutoCommit;
1383 # cust_main exports!
1385 #my $export_args = $options{'export_args'} || [];
1388 map qsearch( 'part_export', {exportnum=>$_} ),
1389 $conf->config('cust_main-exports'); #, $agentnum
1391 foreach my $part_export ( @part_export ) {
1392 my $error = $part_export->export_delete( $self ); #, @$export_args);
1394 $dbh->rollback if $oldAutoCommit;
1395 return "exporting to ". $part_export->exporttype.
1396 " (transaction rolled back): $error";
1400 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1405 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1408 Replaces the OLD_RECORD with this one in the database. If there is an error,
1409 returns the error, otherwise returns false.
1411 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1412 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1413 expected and rollback the entire transaction; it is not necessary to call
1414 check_invoicing_list first. Here's an example:
1416 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1418 Currently available options are: I<tax_exemption>.
1420 The I<tax_exemption> option can be set to an arrayref of tax names.
1421 FS::cust_main_exemption records will be deleted and inserted as appropriate.
1428 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1430 : $self->replace_old;
1434 warn "$me replace called\n"
1437 my $curuser = $FS::CurrentUser::CurrentUser;
1438 if ( $self->payby eq 'COMP'
1439 && $self->payby ne $old->payby
1440 && ! $curuser->access_right('Complimentary customer')
1443 return "You are not permitted to create complimentary accounts.";
1446 local($ignore_expired_card) = 1
1447 if $old->payby =~ /^(CARD|DCRD)$/
1448 && $self->payby =~ /^(CARD|DCRD)$/
1449 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1451 local $SIG{HUP} = 'IGNORE';
1452 local $SIG{INT} = 'IGNORE';
1453 local $SIG{QUIT} = 'IGNORE';
1454 local $SIG{TERM} = 'IGNORE';
1455 local $SIG{TSTP} = 'IGNORE';
1456 local $SIG{PIPE} = 'IGNORE';
1458 my $oldAutoCommit = $FS::UID::AutoCommit;
1459 local $FS::UID::AutoCommit = 0;
1462 my $error = $self->SUPER::replace($old);
1465 $dbh->rollback if $oldAutoCommit;
1469 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1470 my $invoicing_list = shift @param;
1471 $error = $self->check_invoicing_list( $invoicing_list );
1473 $dbh->rollback if $oldAutoCommit;
1476 $self->invoicing_list( $invoicing_list );
1479 my %options = @param;
1481 my $tax_exemption = delete $options{'tax_exemption'};
1482 if ( $tax_exemption ) {
1484 my %cust_main_exemption =
1485 map { $_->taxname => $_ }
1486 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1488 foreach my $taxname ( @$tax_exemption ) {
1490 next if delete $cust_main_exemption{$taxname};
1492 my $cust_main_exemption = new FS::cust_main_exemption {
1493 'custnum' => $self->custnum,
1494 'taxname' => $taxname,
1496 my $error = $cust_main_exemption->insert;
1498 $dbh->rollback if $oldAutoCommit;
1499 return "inserting cust_main_exemption (transaction rolled back): $error";
1503 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1504 my $error = $cust_main_exemption->delete;
1506 $dbh->rollback if $oldAutoCommit;
1507 return "deleting cust_main_exemption (transaction rolled back): $error";
1513 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1514 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1515 && $self->get('payinfo') !~ /^99\d{14}$/
1517 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1522 # card/check/lec info has changed, want to retry realtime_ invoice events
1523 my $error = $self->retry_realtime;
1525 $dbh->rollback if $oldAutoCommit;
1530 unless ( $import || $skip_fuzzyfiles ) {
1531 $error = $self->queue_fuzzyfiles_update;
1533 $dbh->rollback if $oldAutoCommit;
1534 return "updating fuzzy search cache: $error";
1538 # cust_main exports!
1540 my $export_args = $options{'export_args'} || [];
1543 map qsearch( 'part_export', {exportnum=>$_} ),
1544 $conf->config('cust_main-exports'); #, $agentnum
1546 foreach my $part_export ( @part_export ) {
1547 my $error = $part_export->export_replace( $self, $old, @$export_args);
1549 $dbh->rollback if $oldAutoCommit;
1550 return "exporting to ". $part_export->exporttype.
1551 " (transaction rolled back): $error";
1555 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1560 =item queue_fuzzyfiles_update
1562 Used by insert & replace to update the fuzzy search cache
1566 sub queue_fuzzyfiles_update {
1569 local $SIG{HUP} = 'IGNORE';
1570 local $SIG{INT} = 'IGNORE';
1571 local $SIG{QUIT} = 'IGNORE';
1572 local $SIG{TERM} = 'IGNORE';
1573 local $SIG{TSTP} = 'IGNORE';
1574 local $SIG{PIPE} = 'IGNORE';
1576 my $oldAutoCommit = $FS::UID::AutoCommit;
1577 local $FS::UID::AutoCommit = 0;
1580 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1581 my $error = $queue->insert( map $self->getfield($_), @fuzzyfields );
1583 $dbh->rollback if $oldAutoCommit;
1584 return "queueing job (transaction rolled back): $error";
1587 if ( $self->ship_last ) {
1588 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1589 $error = $queue->insert( map $self->getfield("ship_$_"), @fuzzyfields );
1591 $dbh->rollback if $oldAutoCommit;
1592 return "queueing job (transaction rolled back): $error";
1596 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1603 Checks all fields to make sure this is a valid customer record. If there is
1604 an error, returns the error, otherwise returns false. Called by the insert
1605 and replace methods.
1612 warn "$me check BEFORE: \n". $self->_dump
1616 $self->ut_numbern('custnum')
1617 || $self->ut_number('agentnum')
1618 || $self->ut_textn('agent_custid')
1619 || $self->ut_number('refnum')
1620 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1621 || $self->ut_textn('custbatch')
1622 || $self->ut_name('last')
1623 || $self->ut_name('first')
1624 || $self->ut_snumbern('birthdate')
1625 || $self->ut_snumbern('signupdate')
1626 || $self->ut_textn('company')
1627 || $self->ut_text('address1')
1628 || $self->ut_textn('address2')
1629 || $self->ut_text('city')
1630 || $self->ut_textn('county')
1631 || $self->ut_textn('state')
1632 || $self->ut_country('country')
1633 || $self->ut_anything('comments')
1634 || $self->ut_numbern('referral_custnum')
1635 || $self->ut_textn('stateid')
1636 || $self->ut_textn('stateid_state')
1637 || $self->ut_textn('invoice_terms')
1638 || $self->ut_alphan('geocode')
1639 || $self->ut_floatn('cdr_termination_percentage')
1642 #barf. need message catalogs. i18n. etc.
1643 $error .= "Please select an advertising source."
1644 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1645 return $error if $error;
1647 return "Unknown agent"
1648 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1650 return "Unknown refnum"
1651 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1653 return "Unknown referring custnum: ". $self->referral_custnum
1654 unless ! $self->referral_custnum
1655 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1657 if ( $self->censustract ne '' ) {
1658 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1659 or return "Illegal census tract: ". $self->censustract;
1661 $self->censustract("$1.$2");
1664 if ( $self->ss eq '' ) {
1669 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1670 or return "Illegal social security number: ". $self->ss;
1671 $self->ss("$1-$2-$3");
1675 # bad idea to disable, causes billing to fail because of no tax rates later
1676 # unless ( $import ) {
1677 unless ( qsearch('cust_main_county', {
1678 'country' => $self->country,
1681 return "Unknown state/county/country: ".
1682 $self->state. "/". $self->county. "/". $self->country
1683 unless qsearch('cust_main_county',{
1684 'state' => $self->state,
1685 'county' => $self->county,
1686 'country' => $self->country,
1692 $self->ut_phonen('daytime', $self->country)
1693 || $self->ut_phonen('night', $self->country)
1694 || $self->ut_phonen('fax', $self->country)
1695 || $self->ut_zip('zip', $self->country)
1697 return $error if $error;
1699 if ( $conf->exists('cust_main-require_phone')
1700 && ! length($self->daytime) && ! length($self->night)
1703 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1705 : FS::Msgcat::_gettext('daytime');
1706 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1708 : FS::Msgcat::_gettext('night');
1710 return "$daytime_label or $night_label is required"
1714 if ( $self->has_ship_address
1715 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1716 $self->addr_fields )
1720 $self->ut_name('ship_last')
1721 || $self->ut_name('ship_first')
1722 || $self->ut_textn('ship_company')
1723 || $self->ut_text('ship_address1')
1724 || $self->ut_textn('ship_address2')
1725 || $self->ut_text('ship_city')
1726 || $self->ut_textn('ship_county')
1727 || $self->ut_textn('ship_state')
1728 || $self->ut_country('ship_country')
1730 return $error if $error;
1732 #false laziness with above
1733 unless ( qsearchs('cust_main_county', {
1734 'country' => $self->ship_country,
1737 return "Unknown ship_state/ship_county/ship_country: ".
1738 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1739 unless qsearch('cust_main_county',{
1740 'state' => $self->ship_state,
1741 'county' => $self->ship_county,
1742 'country' => $self->ship_country,
1748 $self->ut_phonen('ship_daytime', $self->ship_country)
1749 || $self->ut_phonen('ship_night', $self->ship_country)
1750 || $self->ut_phonen('ship_fax', $self->ship_country)
1751 || $self->ut_zip('ship_zip', $self->ship_country)
1753 return $error if $error;
1755 return "Unit # is required."
1756 if $self->ship_address2 =~ /^\s*$/
1757 && $conf->exists('cust_main-require_address2');
1759 } else { # ship_ info eq billing info, so don't store dup info in database
1761 $self->setfield("ship_$_", '')
1762 foreach $self->addr_fields;
1764 return "Unit # is required."
1765 if $self->address2 =~ /^\s*$/
1766 && $conf->exists('cust_main-require_address2');
1770 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1771 # or return "Illegal payby: ". $self->payby;
1773 FS::payby->can_payby($self->table, $self->payby)
1774 or return "Illegal payby: ". $self->payby;
1776 $error = $self->ut_numbern('paystart_month')
1777 || $self->ut_numbern('paystart_year')
1778 || $self->ut_numbern('payissue')
1779 || $self->ut_textn('paytype')
1781 return $error if $error;
1783 if ( $self->payip eq '' ) {
1786 $error = $self->ut_ip('payip');
1787 return $error if $error;
1790 # If it is encrypted and the private key is not availaible then we can't
1791 # check the credit card.
1792 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1794 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1796 my $payinfo = $self->payinfo;
1797 $payinfo =~ s/\D//g;
1798 $payinfo =~ /^(\d{13,16})$/
1799 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1801 $self->payinfo($payinfo);
1803 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1805 return gettext('unknown_card_type')
1806 if $self->payinfo !~ /^99\d{14}$/ #token
1807 && cardtype($self->payinfo) eq "Unknown";
1809 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1811 return 'Banned credit card: banned on '.
1812 time2str('%a %h %o at %r', $ban->_date).
1813 ' by '. $ban->otaker.
1814 ' (ban# '. $ban->bannum. ')';
1817 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1818 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1819 $self->paycvv =~ /^(\d{4})$/
1820 or return "CVV2 (CID) for American Express cards is four digits.";
1823 $self->paycvv =~ /^(\d{3})$/
1824 or return "CVV2 (CVC2/CID) is three digits.";
1831 my $cardtype = cardtype($payinfo);
1832 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1834 return "Start date or issue number is required for $cardtype cards"
1835 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1837 return "Start month must be between 1 and 12"
1838 if $self->paystart_month
1839 and $self->paystart_month < 1 || $self->paystart_month > 12;
1841 return "Start year must be 1990 or later"
1842 if $self->paystart_year
1843 and $self->paystart_year < 1990;
1845 return "Issue number must be beween 1 and 99"
1847 and $self->payissue < 1 || $self->payissue > 99;
1850 $self->paystart_month('');
1851 $self->paystart_year('');
1852 $self->payissue('');
1855 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1857 my $payinfo = $self->payinfo;
1858 $payinfo =~ s/[^\d\@]//g;
1859 if ( $conf->exists('echeck-nonus') ) {
1860 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1861 $payinfo = "$1\@$2";
1863 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1864 $payinfo = "$1\@$2";
1866 $self->payinfo($payinfo);
1869 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1871 return 'Banned ACH account: banned on '.
1872 time2str('%a %h %o at %r', $ban->_date).
1873 ' by '. $ban->otaker.
1874 ' (ban# '. $ban->bannum. ')';
1877 } elsif ( $self->payby eq 'LECB' ) {
1879 my $payinfo = $self->payinfo;
1880 $payinfo =~ s/\D//g;
1881 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1883 $self->payinfo($payinfo);
1886 } elsif ( $self->payby eq 'BILL' ) {
1888 $error = $self->ut_textn('payinfo');
1889 return "Illegal P.O. number: ". $self->payinfo if $error;
1892 } elsif ( $self->payby eq 'COMP' ) {
1894 my $curuser = $FS::CurrentUser::CurrentUser;
1895 if ( ! $self->custnum
1896 && ! $curuser->access_right('Complimentary customer')
1899 return "You are not permitted to create complimentary accounts."
1902 $error = $self->ut_textn('payinfo');
1903 return "Illegal comp account issuer: ". $self->payinfo if $error;
1906 } elsif ( $self->payby eq 'PREPAY' ) {
1908 my $payinfo = $self->payinfo;
1909 $payinfo =~ s/\W//g; #anything else would just confuse things
1910 $self->payinfo($payinfo);
1911 $error = $self->ut_alpha('payinfo');
1912 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1913 return "Unknown prepayment identifier"
1914 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1919 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1920 return "Expiration date required"
1921 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1925 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1926 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1927 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1928 ( $m, $y ) = ( $2, "19$1" );
1929 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1930 ( $m, $y ) = ( $3, "20$2" );
1932 return "Illegal expiration date: ". $self->paydate;
1934 $self->paydate("$y-$m-01");
1935 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1936 return gettext('expired_card')
1938 && !$ignore_expired_card
1939 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1942 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1943 ( ! $conf->exists('require_cardname')
1944 || $self->payby !~ /^(CARD|DCRD)$/ )
1946 $self->payname( $self->first. " ". $self->getfield('last') );
1948 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1949 or return gettext('illegal_name'). " payname: ". $self->payname;
1953 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
1954 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1958 $self->otaker(getotaker) unless $self->otaker;
1960 warn "$me check AFTER: \n". $self->_dump
1963 $self->SUPER::check;
1968 Returns a list of fields which have ship_ duplicates.
1973 qw( last first company
1974 address1 address2 city county state zip country
1979 =item has_ship_address
1981 Returns true if this customer record has a separate shipping address.
1985 sub has_ship_address {
1987 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1992 Returns a list of key/value pairs, with the following keys: address1, adddress2,
1993 city, county, state, zip, country. The shipping address is used if present.
1997 #geocode? dependent on tax-ship_address config, not available in cust_location
1998 #mostly. not yet then.
2002 my $prefix = $self->has_ship_address ? 'ship_' : '';
2004 map { $_ => $self->get($prefix.$_) }
2005 qw( address1 address2 city county state zip country geocode );
2006 #fields that cust_location has
2009 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2011 Returns all packages (see L<FS::cust_pkg>) for this customer.
2017 my $extra_qsearch = ref($_[0]) ? shift : {};
2019 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
2022 if ( $self->{'_pkgnum'} ) {
2023 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
2025 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2028 sort sort_packages @cust_pkg;
2033 Synonym for B<all_pkgs>.
2038 shift->all_pkgs(@_);
2043 Returns all locations (see L<FS::cust_location>) for this customer.
2049 qsearch('cust_location', { 'custnum' => $self->custnum } );
2052 =item location_label [ OPTION => VALUE ... ]
2054 Returns the label of the service location (see analog in L<FS::cust_location>) for this customer.
2062 used to separate the address elements (defaults to ', ')
2064 =item escape_function
2066 a callback used for escaping the text of the address elements
2072 # false laziness with FS::cust_location::line
2074 sub location_label {
2078 my $separator = $opt{join_string} || ', ';
2079 my $escape = $opt{escape_function} || sub{ shift };
2081 my $cydefault = FS::conf->new->config('countrydefault') || 'US';
2082 my $prefix = length($self->ship_last) ? 'ship_' : '';
2085 foreach (qw ( address1 address2 ) ) {
2086 my $method = "$prefix$_";
2087 $line .= ($notfirst ? $separator : ''). &$escape($self->$method)
2092 foreach (qw ( city county state zip ) ) {
2093 my $method = "$prefix$_";
2094 if ( $self->$method ) {
2095 $line .= ' (' if $method eq 'county';
2096 $line .= ($notfirst ? ' ' : $separator). &$escape($self->$method);
2097 $line .= ' )' if $method eq 'county';
2101 $line .= $separator. &$escape(code2country($self->country))
2102 if $self->country ne $cydefault;
2107 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
2109 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
2113 sub ncancelled_pkgs {
2115 my $extra_qsearch = ref($_[0]) ? shift : {};
2117 return $self->num_ncancelled_pkgs unless wantarray;
2120 if ( $self->{'_pkgnum'} ) {
2122 warn "$me ncancelled_pkgs: returning cached objects"
2125 @cust_pkg = grep { ! $_->getfield('cancel') }
2126 values %{ $self->{'_pkgnum'}->cache };
2130 warn "$me ncancelled_pkgs: searching for packages with custnum ".
2131 $self->custnum. "\n"
2134 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
2136 @cust_pkg = $self->_cust_pkg($extra_qsearch);
2140 sort sort_packages @cust_pkg;
2146 my $extra_qsearch = ref($_[0]) ? shift : {};
2148 $extra_qsearch->{'select'} ||= '*';
2149 $extra_qsearch->{'select'} .=
2150 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
2154 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
2159 'table' => 'cust_pkg',
2160 'hashref' => { 'custnum' => $self->custnum },
2165 # This should be generalized to use config options to determine order.
2168 my $locationsort = ( $a->locationnum || 0 ) <=> ( $b->locationnum || 0 );
2169 return $locationsort if $locationsort;
2171 if ( $a->get('cancel') xor $b->get('cancel') ) {
2172 return -1 if $b->get('cancel');
2173 return 1 if $a->get('cancel');
2174 #shouldn't get here...
2177 my $a_num_cust_svc = $a->num_cust_svc;
2178 my $b_num_cust_svc = $b->num_cust_svc;
2179 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
2180 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
2181 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
2182 my @a_cust_svc = $a->cust_svc;
2183 my @b_cust_svc = $b->cust_svc;
2184 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2185 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
2186 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
2187 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
2192 =item suspended_pkgs
2194 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
2198 sub suspended_pkgs {
2200 grep { $_->susp } $self->ncancelled_pkgs;
2203 =item unflagged_suspended_pkgs
2205 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
2206 customer (thouse packages without the `manual_flag' set).
2210 sub unflagged_suspended_pkgs {
2212 return $self->suspended_pkgs
2213 unless dbdef->table('cust_pkg')->column('manual_flag');
2214 grep { ! $_->manual_flag } $self->suspended_pkgs;
2217 =item unsuspended_pkgs
2219 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
2224 sub unsuspended_pkgs {
2226 grep { ! $_->susp } $self->ncancelled_pkgs;
2229 =item next_bill_date
2231 Returns the next date this customer will be billed, as a UNIX timestamp, or
2232 undef if no active package has a next bill date.
2236 sub next_bill_date {
2238 min( map $_->get('bill'), grep $_->get('bill'), $self->unsuspended_pkgs );
2241 =item num_cancelled_pkgs
2243 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
2248 sub num_cancelled_pkgs {
2249 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
2252 sub num_ncancelled_pkgs {
2253 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2257 my( $self ) = shift;
2258 my $sql = scalar(@_) ? shift : '';
2259 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2260 my $sth = dbh->prepare(
2261 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2262 ) or die dbh->errstr;
2263 $sth->execute($self->custnum) or die $sth->errstr;
2264 $sth->fetchrow_arrayref->[0];
2269 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2270 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2271 on success or a list of errors.
2277 grep { $_->unsuspend } $self->suspended_pkgs;
2282 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2284 Returns a list: an empty list on success or a list of errors.
2290 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2293 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2295 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2296 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2297 of a list of pkgparts; the hashref has the following keys:
2301 =item pkgparts - listref of pkgparts
2303 =item (other options are passed to the suspend method)
2308 Returns a list: an empty list on success or a list of errors.
2312 sub suspend_if_pkgpart {
2314 my (@pkgparts, %opt);
2315 if (ref($_[0]) eq 'HASH'){
2316 @pkgparts = @{$_[0]{pkgparts}};
2321 grep { $_->suspend(%opt) }
2322 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2323 $self->unsuspended_pkgs;
2326 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2328 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2329 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2330 instead of a list of pkgparts; the hashref has the following keys:
2334 =item pkgparts - listref of pkgparts
2336 =item (other options are passed to the suspend method)
2340 Returns a list: an empty list on success or a list of errors.
2344 sub suspend_unless_pkgpart {
2346 my (@pkgparts, %opt);
2347 if (ref($_[0]) eq 'HASH'){
2348 @pkgparts = @{$_[0]{pkgparts}};
2353 grep { $_->suspend(%opt) }
2354 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2355 $self->unsuspended_pkgs;
2358 =item cancel [ OPTION => VALUE ... ]
2360 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2362 Available options are:
2366 =item quiet - can be set true to supress email cancellation notices.
2368 =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.
2370 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2372 =item nobill - can be set true to skip billing if it might otherwise be done.
2376 Always returns a list: an empty list on success or a list of errors.
2380 # nb that dates are not specified as valid options to this method
2383 my( $self, %opt ) = @_;
2385 warn "$me cancel called on customer ". $self->custnum. " with options ".
2386 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2389 return ( 'access denied' )
2390 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2392 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2394 #should try decryption (we might have the private key)
2395 # and if not maybe queue a job for the server that does?
2396 return ( "Can't (yet) ban encrypted credit cards" )
2397 if $self->is_encrypted($self->payinfo);
2399 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2400 my $error = $ban->insert;
2401 return ( $error ) if $error;
2405 my @pkgs = $self->ncancelled_pkgs;
2407 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2409 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2410 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2414 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2415 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2418 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2421 sub _banned_pay_hashref {
2432 'payby' => $payby2ban{$self->payby},
2433 'payinfo' => md5_base64($self->payinfo),
2434 #don't ever *search* on reason! #'reason' =>
2440 Returns all notes (see L<FS::cust_main_note>) for this customer.
2447 qsearch( 'cust_main_note',
2448 { 'custnum' => $self->custnum },
2450 'ORDER BY _DATE DESC'
2456 Returns the agent (see L<FS::agent>) for this customer.
2462 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2467 Returns the customer class, as an FS::cust_class object, or the empty string
2468 if there is no customer class.
2474 if ( $self->classnum ) {
2475 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2483 Returns the customer category name, or the empty string if there is no customer
2490 my $cust_class = $self->cust_class;
2492 ? $cust_class->categoryname
2498 Returns the customer class name, or the empty string if there is no customer
2505 my $cust_class = $self->cust_class;
2507 ? $cust_class->classname
2512 =item bill_and_collect
2514 Cancels and suspends any packages due, generates bills, applies payments and
2515 credits, and applies collection events to run cards, send bills and notices,
2518 By default, warns on errors and continues with the next operation (but see the
2519 "fatal" flag below).
2521 Options are passed as name-value pairs. Currently available options are:
2527 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:
2531 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2535 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.
2539 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2543 If set true, re-charges setup fees.
2547 If set any errors prevent subsequent operations from continusing. If set
2548 specifically to "return", returns the error (or false, if there is no error).
2549 Any other true value causes errors to die.
2553 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)
2557 Options are passed to the B<bill> and B<collect> methods verbatim, so all
2558 options of those methods are also available.
2562 sub bill_and_collect {
2563 my( $self, %options ) = @_;
2567 #$options{actual_time} not $options{time} because freeside-daily -d is for
2568 #pre-printing invoices
2570 $options{'actual_time'} ||= time;
2572 $error = $self->cancel_expired_pkgs( $options{actual_time} );
2574 $error = "Error expiring custnum ". $self->custnum. ": $error";
2575 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2576 elsif ( $options{fatal} ) { die $error; }
2577 else { warn $error; }
2580 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
2582 $error = "Error adjourning custnum ". $self->custnum. ": $error";
2583 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2584 elsif ( $options{fatal} ) { die $error; }
2585 else { warn $error; }
2588 $error = $self->bill( %options );
2590 $error = "Error billing custnum ". $self->custnum. ": $error";
2591 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2592 elsif ( $options{fatal} ) { die $error; }
2593 else { warn $error; }
2596 $error = $self->apply_payments_and_credits;
2598 $error = "Error applying custnum ". $self->custnum. ": $error";
2599 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
2600 elsif ( $options{fatal} ) { die $error; }
2601 else { warn $error; }
2604 unless ( $conf->exists('cancelled_cust-noevents')
2605 && ! $self->num_ncancelled_pkgs
2607 $error = $self->collect( %options );
2609 $error = "Error collecting custnum ". $self->custnum. ": $error";
2610 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
2611 elsif ($options{fatal} ) { die $error; }
2612 else { warn $error; }
2620 sub cancel_expired_pkgs {
2621 my ( $self, $time, %options ) = @_;
2623 my @cancel_pkgs = $self->ncancelled_pkgs( {
2624 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2629 foreach my $cust_pkg ( @cancel_pkgs ) {
2630 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2631 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2632 'reason_otaker' => $cpr->otaker
2636 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2639 scalar(@errors) ? join(' / ', @errors) : '';
2643 sub suspend_adjourned_pkgs {
2644 my ( $self, $time, %options ) = @_;
2646 my @susp_pkgs = $self->ncancelled_pkgs( {
2648 " AND ( susp IS NULL OR susp = 0 )
2649 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2650 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2655 #only because there's no SQL test for is_prepaid :/
2657 grep { ( $_->part_pkg->is_prepaid
2662 && $_->adjourn <= $time
2670 foreach my $cust_pkg ( @susp_pkgs ) {
2671 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2672 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2673 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2674 'reason_otaker' => $cpr->otaker
2678 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
2681 scalar(@errors) ? join(' / ', @errors) : '';
2687 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2688 conjunction with the collect method by calling B<bill_and_collect>.
2690 If there is an error, returns the error, otherwise returns false.
2692 Options are passed as name-value pairs. Currently available options are:
2698 If set true, re-charges setup fees.
2702 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:
2706 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2710 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2712 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2716 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
2720 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.
2724 This boolean value informs the us that the package is being cancelled. This
2725 typically might mean not charging the normal recurring fee but only usage
2726 fees since the last billing. Setup charges may be charged. Not all package
2727 plans support this feature (they tend to charge 0).
2731 Optional terms to be printed on this invoice. Otherwise, customer-specific
2732 terms or the default terms are used.
2739 my( $self, %options ) = @_;
2740 return '' if $self->payby eq 'COMP';
2741 warn "$me bill customer ". $self->custnum. "\n"
2744 my $time = $options{'time'} || time;
2745 my $invoice_time = $options{'invoice_time'} || $time;
2747 $options{'not_pkgpart'} ||= {};
2748 $options{'not_pkgpart'} = { map { $_ => 1 }
2749 split(/\s*,\s*/, $options{'not_pkgpart'})
2751 unless ref($options{'not_pkgpart'});
2753 local $SIG{HUP} = 'IGNORE';
2754 local $SIG{INT} = 'IGNORE';
2755 local $SIG{QUIT} = 'IGNORE';
2756 local $SIG{TERM} = 'IGNORE';
2757 local $SIG{TSTP} = 'IGNORE';
2758 local $SIG{PIPE} = 'IGNORE';
2760 my $oldAutoCommit = $FS::UID::AutoCommit;
2761 local $FS::UID::AutoCommit = 0;
2764 warn "$me acquiring lock on customer ". $self->custnum. "\n"
2767 $self->select_for_update; #mutex
2769 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
2772 my $error = $self->do_cust_event(
2773 'debug' => ( $options{'debug'} || 0 ),
2774 'time' => $invoice_time,
2775 'check_freq' => $options{'check_freq'},
2776 'stage' => 'pre-bill',
2779 $dbh->rollback if $oldAutoCommit;
2783 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
2786 #keep auto-charge and non-auto-charge line items separate
2787 my @passes = ( '', 'no_auto' );
2789 my %cust_bill_pkg = map { $_ => [] } @passes;
2792 # find the packages which are due for billing, find out how much they are
2793 # & generate invoice database.
2796 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
2797 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
2799 my %taxlisthash = map { $_ => {} } @passes;
2801 my @precommit_hooks = ();
2803 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
2804 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
2806 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
2808 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2810 #? to avoid use of uninitialized value errors... ?
2811 $cust_pkg->setfield('bill', '')
2812 unless defined($cust_pkg->bill);
2814 #my $part_pkg = $cust_pkg->part_pkg;
2816 my $real_pkgpart = $cust_pkg->pkgpart;
2817 my %hash = $cust_pkg->hash;
2819 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2821 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2823 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
2826 $self->_make_lines( 'part_pkg' => $part_pkg,
2827 'cust_pkg' => $cust_pkg,
2828 'precommit_hooks' => \@precommit_hooks,
2829 'line_items' => $cust_bill_pkg{$pass},
2830 'setup' => $total_setup{$pass},
2831 'recur' => $total_recur{$pass},
2832 'tax_matrix' => $taxlisthash{$pass},
2834 'real_pkgpart' => $real_pkgpart,
2835 'options' => \%options,
2838 $dbh->rollback if $oldAutoCommit;
2842 } #foreach my $part_pkg
2844 } #foreach my $cust_pkg
2846 #if the customer isn't on an automatic payby, everything can go on a single
2848 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
2849 #merge everything into one list
2852 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
2854 my @cust_bill_pkg = @{ $cust_bill_pkg{$pass} };
2856 next unless @cust_bill_pkg; #don't create an invoice w/o line items
2858 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2859 !$conf->exists('postal_invoice-recurring_only')
2863 my $postal_pkg = $self->charge_postal_fee();
2864 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2866 $dbh->rollback if $oldAutoCommit;
2867 return "can't charge postal invoice fee for customer ".
2868 $self->custnum. ": $postal_pkg";
2870 } elsif ( $postal_pkg ) {
2872 my $real_pkgpart = $postal_pkg->pkgpart;
2873 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2874 my %postal_options = %options;
2875 delete $postal_options{cancel};
2877 $self->_make_lines( 'part_pkg' => $part_pkg,
2878 'cust_pkg' => $postal_pkg,
2879 'precommit_hooks' => \@precommit_hooks,
2880 'line_items' => \@cust_bill_pkg,
2881 'setup' => $total_setup{$pass},
2882 'recur' => $total_recur{$pass},
2883 'tax_matrix' => $taxlisthash{$pass},
2885 'real_pkgpart' => $real_pkgpart,
2886 'options' => \%postal_options,
2889 $dbh->rollback if $oldAutoCommit;
2898 my $listref_or_error =
2899 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
2901 unless ( ref( $listref_or_error ) ) {
2902 $dbh->rollback if $oldAutoCommit;
2903 return $listref_or_error;
2906 foreach my $taxline ( @$listref_or_error ) {
2907 ${ $total_setup{$pass} } =
2908 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
2909 push @cust_bill_pkg, $taxline;
2912 #add tax adjustments
2913 warn "adding tax adjustments...\n" if $DEBUG > 2;
2914 foreach my $cust_tax_adjustment (
2915 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
2921 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
2923 my $itemdesc = $cust_tax_adjustment->taxname;
2924 $itemdesc = '' if $itemdesc eq 'Tax';
2926 push @cust_bill_pkg, new FS::cust_bill_pkg {
2932 'itemdesc' => $itemdesc,
2933 'itemcomment' => $cust_tax_adjustment->comment,
2934 'cust_tax_adjustment' => $cust_tax_adjustment,
2935 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2940 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
2942 my @cust_bill = $self->cust_bill;
2943 my $balance = $self->balance;
2944 my $previous_balance = scalar(@cust_bill)
2945 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
2948 $previous_balance += $cust_bill[$#cust_bill]->charged
2949 if scalar(@cust_bill);
2950 #my $balance_adjustments =
2951 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
2953 #create the new invoice
2954 my $cust_bill = new FS::cust_bill ( {
2955 'custnum' => $self->custnum,
2956 '_date' => ( $invoice_time ),
2957 'charged' => $charged,
2958 'billing_balance' => $balance,
2959 'previous_balance' => $previous_balance,
2960 'invoice_terms' => $options{'invoice_terms'},
2962 $error = $cust_bill->insert;
2964 $dbh->rollback if $oldAutoCommit;
2965 return "can't create invoice for customer #". $self->custnum. ": $error";
2968 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2969 $cust_bill_pkg->invnum($cust_bill->invnum);
2970 my $error = $cust_bill_pkg->insert;
2972 $dbh->rollback if $oldAutoCommit;
2973 return "can't create invoice line item: $error";
2977 } #foreach my $pass ( keys %cust_bill_pkg )
2979 foreach my $hook ( @precommit_hooks ) {
2981 &{$hook}; #($self) ?
2984 $dbh->rollback if $oldAutoCommit;
2985 return "$@ running precommit hook $hook\n";
2989 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2993 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
2995 This is a weird one. Perhaps it should not even be exposed.
2997 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
2998 Usually used internally by bill method B<bill>.
3000 If there is an error, returns the error, otherwise returns reference to a
3001 list of line items suitable for insertion.
3007 An array ref of the line items being billed.
3011 A strange beast. The keys to this hash are internal identifiers consisting
3012 of the name of the tax object type, a space, and its unique identifier ( e.g.
3013 'cust_main_county 23' ). The values of the hash are listrefs. The first
3014 item in the list is the tax object. The remaining items are either line
3015 items or floating point values (currency amounts).
3017 The taxes are calculated on this entity. Calculated exemption records are
3018 transferred to the LINEITEMREF items on the assumption that they are related.
3024 This specifies the date appearing on the associated invoice. Some
3025 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
3030 sub calculate_taxes {
3031 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
3033 my @tax_line_items = ();
3035 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
3037 # keys are tax names (as printed on invoices / itemdesc )
3038 # values are listrefs of taxlisthash keys (internal identifiers)
3041 # keys are taxlisthash keys (internal identifiers)
3042 # values are (cumulative) amounts
3045 # keys are taxlisthash keys (internal identifiers)
3046 # values are listrefs of cust_bill_pkg_tax_location hashrefs
3047 my %tax_location = ();
3049 # keys are taxlisthash keys (internal identifiers)
3050 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
3051 my %tax_rate_location = ();
3053 foreach my $tax ( keys %$taxlisthash ) {
3054 my $tax_object = shift @{ $taxlisthash->{$tax} };
3055 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
3056 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
3057 my $hashref_or_error =
3058 $tax_object->taxline( $taxlisthash->{$tax},
3059 'custnum' => $self->custnum,
3060 'invoice_time' => $invoice_time
3062 return $hashref_or_error unless ref($hashref_or_error);
3064 unshift @{ $taxlisthash->{$tax} }, $tax_object;
3066 my $name = $hashref_or_error->{'name'};
3067 my $amount = $hashref_or_error->{'amount'};
3069 #warn "adding $amount as $name\n";
3070 $taxname{ $name } ||= [];
3071 push @{ $taxname{ $name } }, $tax;
3073 $tax{ $tax } += $amount;
3075 $tax_location{ $tax } ||= [];
3076 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
3077 push @{ $tax_location{ $tax } },
3079 'taxnum' => $tax_object->taxnum,
3080 'taxtype' => ref($tax_object),
3081 'pkgnum' => $tax_object->get('pkgnum'),
3082 'locationnum' => $tax_object->get('locationnum'),
3083 'amount' => sprintf('%.2f', $amount ),
3087 $tax_rate_location{ $tax } ||= [];
3088 if ( ref($tax_object) eq 'FS::tax_rate' ) {
3089 my $taxratelocationnum =
3090 $tax_object->tax_rate_location->taxratelocationnum;
3091 push @{ $tax_rate_location{ $tax } },
3093 'taxnum' => $tax_object->taxnum,
3094 'taxtype' => ref($tax_object),
3095 'amount' => sprintf('%.2f', $amount ),
3096 'locationtaxid' => $tax_object->location,
3097 'taxratelocationnum' => $taxratelocationnum,
3103 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
3104 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
3105 foreach my $tax ( keys %$taxlisthash ) {
3106 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
3107 next unless ref($_) eq 'FS::cust_bill_pkg';
3109 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
3110 splice( @{ $_->_cust_tax_exempt_pkg } );
3114 #consolidate and create tax line items
3115 warn "consolidating and generating...\n" if $DEBUG > 2;
3116 foreach my $taxname ( keys %taxname ) {
3119 my @cust_bill_pkg_tax_location = ();
3120 my @cust_bill_pkg_tax_rate_location = ();
3121 warn "adding $taxname\n" if $DEBUG > 1;
3122 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
3123 next if $seen{$taxitem}++;
3124 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
3125 $tax += $tax{$taxitem};
3126 push @cust_bill_pkg_tax_location,
3127 map { new FS::cust_bill_pkg_tax_location $_ }
3128 @{ $tax_location{ $taxitem } };
3129 push @cust_bill_pkg_tax_rate_location,
3130 map { new FS::cust_bill_pkg_tax_rate_location $_ }
3131 @{ $tax_rate_location{ $taxitem } };
3135 $tax = sprintf('%.2f', $tax );
3137 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
3143 if ( $pkg_category and
3144 $conf->config('invoice_latexsummary') ||
3145 $conf->config('invoice_htmlsummary')
3149 my %hash = ( 'section' => $pkg_category->categoryname );
3150 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3154 push @tax_line_items, new FS::cust_bill_pkg {
3160 'itemdesc' => $taxname,
3161 'display' => \@display,
3162 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
3163 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
3172 my ($self, %params) = @_;
3174 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
3175 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
3176 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
3177 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
3178 my $total_setup = $params{setup} or die "no setup accumulator specified";
3179 my $total_recur = $params{recur} or die "no recur accumulator specified";
3180 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
3181 my $time = $params{'time'} or die "no time specified";
3182 my (%options) = %{$params{options}};
3185 my $real_pkgpart = $params{real_pkgpart};
3186 my %hash = $cust_pkg->hash;
3187 my $old_cust_pkg = new FS::cust_pkg \%hash;
3193 $cust_pkg->pkgpart($part_pkg->pkgpart);
3201 if ( $options{'resetup'}
3202 || ( ! $cust_pkg->setup
3203 && ( ! $cust_pkg->start_date
3204 || $cust_pkg->start_date <= $time
3206 && ( ! $conf->exists('disable_setup_suspended_pkgs')
3207 || ( $conf->exists('disable_setup_suspended_pkgs') &&
3208 ! $cust_pkg->getfield('susp')
3215 warn " bill setup\n" if $DEBUG > 1;
3218 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
3219 return "$@ running calc_setup for $cust_pkg\n"
3222 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
3224 $cust_pkg->setfield('setup', $time)
3225 unless $cust_pkg->setup;
3226 #do need it, but it won't get written to the db
3227 #|| $cust_pkg->pkgpart != $real_pkgpart;
3229 $cust_pkg->setfield('start_date', '')
3230 if $cust_pkg->start_date;
3235 # bill recurring fee
3238 #XXX unit stuff here too
3242 if ( ! $cust_pkg->get('susp')
3243 and ! $cust_pkg->get('start_date')
3244 and ( $part_pkg->getfield('freq') ne '0'
3245 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3247 || ( $part_pkg->plan eq 'voip_cdr'
3248 && $part_pkg->option('bill_every_call')
3250 || ( $options{cancel} )
3253 # XXX should this be a package event? probably. events are called
3254 # at collection time at the moment, though...
3255 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
3256 if $part_pkg->can('reset_usage');
3257 #don't want to reset usage just cause we want a line item??
3258 #&& $part_pkg->pkgpart == $real_pkgpart;
3260 warn " bill recur\n" if $DEBUG > 1;
3263 # XXX shared with $recur_prog
3264 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
3268 #over two params! lets at least switch to a hashref for the rest...
3269 my $increment_next_bill = ( $part_pkg->freq ne '0'
3270 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
3271 && !$options{cancel}
3273 my %param = ( 'precommit_hooks' => $precommit_hooks,
3274 'increment_next_bill' => $increment_next_bill,
3275 'discounts' => \@discounts,
3278 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
3279 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
3280 return "$@ running $method for $cust_pkg\n"
3283 if ( $increment_next_bill ) {
3285 my $next_bill = $part_pkg->add_freq($sdate);
3286 return "unparsable frequency: ". $part_pkg->freq
3287 if $next_bill == -1;
3289 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
3290 # only for figuring next bill date, nothing else, so, reset $sdate again
3292 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
3293 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
3294 $cust_pkg->last_bill($sdate);
3296 $cust_pkg->setfield('bill', $next_bill );
3302 warn "\$setup is undefined" unless defined($setup);
3303 warn "\$recur is undefined" unless defined($recur);
3304 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
3307 # If there's line items, create em cust_bill_pkg records
3308 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
3313 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
3314 # hmm.. and if just the options are modified in some weird price plan?
3316 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
3319 my $error = $cust_pkg->replace( $old_cust_pkg,
3320 'options' => { $cust_pkg->options },
3322 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
3323 if $error; #just in case
3326 $setup = sprintf( "%.2f", $setup );
3327 $recur = sprintf( "%.2f", $recur );
3328 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
3329 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
3331 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
3332 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
3335 if ( $setup != 0 || $recur != 0 ) {
3337 warn " charges (setup=$setup, recur=$recur); adding line items\n"
3340 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
3342 warn " adding customer package invoice detail: $_\n"
3343 foreach @cust_pkg_detail;
3345 push @details, @cust_pkg_detail;
3347 my $cust_bill_pkg = new FS::cust_bill_pkg {
3348 'pkgnum' => $cust_pkg->pkgnum,
3350 'unitsetup' => $unitsetup,
3352 'unitrecur' => $unitrecur,
3353 'quantity' => $cust_pkg->quantity,
3354 'details' => \@details,
3355 'discounts' => \@discounts,
3356 'hidden' => $part_pkg->hidden,
3359 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
3360 $cust_bill_pkg->sdate( $hash{last_bill} );
3361 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
3362 $cust_bill_pkg->edate( $time ) if $options{cancel};
3363 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
3364 $cust_bill_pkg->sdate( $sdate );
3365 $cust_bill_pkg->edate( $cust_pkg->bill );
3366 #$cust_bill_pkg->edate( $time ) if $options{cancel};
3369 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
3370 unless $part_pkg->pkgpart == $real_pkgpart;
3372 $$total_setup += $setup;
3373 $$total_recur += $recur;
3380 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
3381 return $error if $error;
3383 push @$cust_bill_pkgs, $cust_bill_pkg;
3385 } #if $setup != 0 || $recur != 0
3395 my $part_pkg = shift;
3396 my $taxlisthash = shift;
3397 my $cust_bill_pkg = shift;
3398 my $cust_pkg = shift;
3399 my $invoice_time = shift;
3400 my $real_pkgpart = shift;
3401 my $options = shift;
3403 my %cust_bill_pkg = ();
3407 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
3408 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
3409 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
3410 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
3412 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
3414 if ( $conf->exists('enable_taxproducts')
3415 && ( scalar($part_pkg->part_pkg_taxoverride)
3416 || $part_pkg->has_taxproduct
3421 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3422 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
3425 foreach my $class (@classes) {
3426 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
3427 return $err_or_ref unless ref($err_or_ref);
3428 $taxes{$class} = $err_or_ref;
3431 unless (exists $taxes{''}) {
3432 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
3433 return $err_or_ref unless ref($err_or_ref);
3434 $taxes{''} = $err_or_ref;
3439 my @loc_keys = qw( city county state country );
3441 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3442 my $cust_location = $cust_pkg->cust_location;
3443 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
3446 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
3449 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
3452 $taxhash{'taxclass'} = $part_pkg->taxclass;
3455 my %taxhash_elim = %taxhash;
3456 my @elim = qw( city county state );
3459 #first try a match with taxclass
3460 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
3462 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
3463 #then try a match without taxclass
3464 my %no_taxclass = %taxhash_elim;
3465 $no_taxclass{ 'taxclass' } = '';
3466 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
3469 $taxhash_elim{ shift(@elim) } = '';
3471 } while ( !scalar(@taxes) && scalar(@elim) );
3473 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
3475 if $self->cust_main_exemption; #just to be safe
3477 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
3479 $_->set('pkgnum', $cust_pkg->pkgnum );
3480 $_->set('locationnum', $cust_pkg->locationnum );
3484 $taxes{''} = [ @taxes ];
3485 $taxes{'setup'} = [ @taxes ];
3486 $taxes{'recur'} = [ @taxes ];
3487 $taxes{$_} = [ @taxes ] foreach (@classes);
3489 # # maybe eliminate this entirely, along with all the 0% records
3490 # unless ( @taxes ) {
3492 # "fatal: can't find tax rate for state/county/country/taxclass ".
3493 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
3496 } #if $conf->exists('enable_taxproducts') ...
3501 my $separate = $conf->exists('separate_usage');
3502 my $usage_mandate = $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
3503 if ( $separate || $cust_bill_pkg->hidden || $usage_mandate ) {
3505 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
3506 my %hash = $cust_bill_pkg->hidden # maybe for all bill linked?
3507 ? ( 'section' => $temp_pkg->part_pkg->categoryname )
3510 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
3511 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
3513 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
3514 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
3516 push @display, new FS::cust_bill_pkg_display
3519 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
3523 if ($separate && $section && $summary) {
3524 push @display, new FS::cust_bill_pkg_display { type => 'U',
3529 if ($usage_mandate || $section && $summary) {
3530 $hash{post_total} = 'Y';
3533 $hash{section} = $section if ($separate || $usage_mandate);
3534 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
3537 $cust_bill_pkg->set('display', \@display);
3539 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
3540 foreach my $key (keys %tax_cust_bill_pkg) {
3541 my @taxes = @{ $taxes{$key} || [] };
3542 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
3544 my %localtaxlisthash = ();
3545 foreach my $tax ( @taxes ) {
3547 my $taxname = ref( $tax ). ' '. $tax->taxnum;
3548 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
3549 # ' locationnum'. $cust_pkg->locationnum
3550 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
3552 $taxlisthash->{ $taxname } ||= [ $tax ];
3553 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
3555 $localtaxlisthash{ $taxname } ||= [ $tax ];
3556 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
3560 warn "finding taxed taxes...\n" if $DEBUG > 2;
3561 foreach my $tax ( keys %localtaxlisthash ) {
3562 my $tax_object = shift @{ $localtaxlisthash{$tax} };
3563 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
3565 next unless $tax_object->can('tax_on_tax');
3567 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
3568 my $totname = ref( $tot ). ' '. $tot->taxnum;
3570 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
3572 next unless exists( $localtaxlisthash{ $totname } ); # only increase
3574 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
3575 my $hashref_or_error =
3576 $tax_object->taxline( $localtaxlisthash{$tax},
3577 'custnum' => $self->custnum,
3578 'invoice_time' => $invoice_time,
3580 return $hashref_or_error
3581 unless ref($hashref_or_error);
3583 $taxlisthash->{ $totname } ||= [ $tot ];
3584 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3596 my $part_pkg = shift;
3600 my $geocode = $self->geocode('cch');
3602 my @taxclassnums = map { $_->taxclassnum }
3603 $part_pkg->part_pkg_taxoverride($class);
3605 unless (@taxclassnums) {
3606 @taxclassnums = map { $_->taxclassnum }
3607 grep { $_->taxable eq 'Y' }
3608 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3610 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3615 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3617 @taxes = qsearch({ 'table' => 'tax_rate',
3618 'hashref' => { 'geocode' => $geocode, },
3619 'extra_sql' => $extra_sql,
3621 if scalar(@taxclassnums);
3623 warn "Found taxes ".
3624 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3631 =item collect [ HASHREF | OPTION => VALUE ... ]
3633 (Attempt to) collect money for this customer's outstanding invoices (see
3634 L<FS::cust_bill>). Usually used after the bill method.
3636 Actions are now triggered by billing events; see L<FS::part_event> and the
3637 billing events web interface. Old-style invoice events (see
3638 L<FS::part_bill_event>) have been deprecated.
3640 If there is an error, returns the error, otherwise returns false.
3642 Options are passed as name-value pairs.
3644 Currently available options are:
3650 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.
3654 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3658 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3662 set true to surpress email card/ACH decline notices.
3666 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)
3672 # allows for one time override of normal customer billing method
3677 my( $self, %options ) = @_;
3678 my $invoice_time = $options{'invoice_time'} || time;
3681 local $SIG{HUP} = 'IGNORE';
3682 local $SIG{INT} = 'IGNORE';
3683 local $SIG{QUIT} = 'IGNORE';
3684 local $SIG{TERM} = 'IGNORE';
3685 local $SIG{TSTP} = 'IGNORE';
3686 local $SIG{PIPE} = 'IGNORE';
3688 my $oldAutoCommit = $FS::UID::AutoCommit;
3689 local $FS::UID::AutoCommit = 0;
3692 $self->select_for_update; #mutex
3695 my $balance = $self->balance;
3696 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3699 if ( exists($options{'retry_card'}) ) {
3700 carp 'retry_card option passed to collect is deprecated; use retry';
3701 $options{'retry'} ||= $options{'retry_card'};
3703 if ( exists($options{'retry'}) && $options{'retry'} ) {
3704 my $error = $self->retry_realtime;
3706 $dbh->rollback if $oldAutoCommit;
3711 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3713 #never want to roll back an event just because it returned an error
3714 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3716 $self->do_cust_event(
3717 'debug' => ( $options{'debug'} || 0 ),
3718 'time' => $invoice_time,
3719 'check_freq' => $options{'check_freq'},
3720 'stage' => 'collect',
3725 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
3727 Runs billing events; see L<FS::part_event> and the billing events web
3730 If there is an error, returns the error, otherwise returns false.
3732 Options are passed as name-value pairs.
3734 Currently available options are:
3740 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.
3744 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3748 "collect" (the default) or "pre-bill"
3752 set true to surpress email card/ACH decline notices.
3756 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)
3762 # allows for one time override of normal customer billing method
3766 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3769 my( $self, %options ) = @_;
3770 my $time = $options{'time'} || time;
3773 local $SIG{HUP} = 'IGNORE';
3774 local $SIG{INT} = 'IGNORE';
3775 local $SIG{QUIT} = 'IGNORE';
3776 local $SIG{TERM} = 'IGNORE';
3777 local $SIG{TSTP} = 'IGNORE';
3778 local $SIG{PIPE} = 'IGNORE';
3780 my $oldAutoCommit = $FS::UID::AutoCommit;
3781 local $FS::UID::AutoCommit = 0;
3784 $self->select_for_update; #mutex
3787 my $balance = $self->balance;
3788 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
3791 # if ( exists($options{'retry_card'}) ) {
3792 # carp 'retry_card option passed to collect is deprecated; use retry';
3793 # $options{'retry'} ||= $options{'retry_card'};
3795 # if ( exists($options{'retry'}) && $options{'retry'} ) {
3796 # my $error = $self->retry_realtime;
3798 # $dbh->rollback if $oldAutoCommit;
3803 # false laziness w/pay_batch::import_results
3805 my $due_cust_event = $self->due_cust_event(
3806 'debug' => ( $options{'debug'} || 0 ),
3808 'check_freq' => $options{'check_freq'},
3809 'stage' => ( $options{'stage'} || 'collect' ),
3811 unless( ref($due_cust_event) ) {
3812 $dbh->rollback if $oldAutoCommit;
3813 return $due_cust_event;
3816 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3817 #never want to roll back an event just because it or a different one
3819 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
3821 foreach my $cust_event ( @$due_cust_event ) {
3825 #re-eval event conditions (a previous event could have changed things)
3826 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
3827 #don't leave stray "new/locked" records around
3828 my $error = $cust_event->delete;
3829 return $error if $error;
3834 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3835 warn " running cust_event ". $cust_event->eventnum. "\n"
3838 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3839 if ( my $error = $cust_event->do_event() ) {
3840 #XXX wtf is this? figure out a proper dealio with return value
3852 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3854 Inserts database records for and returns an ordered listref of new events due
3855 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3856 events are due, an empty listref is returned. If there is an error, returns a
3857 scalar error message.
3859 To actually run the events, call each event's test_condition method, and if
3860 still true, call the event's do_event method.
3862 Options are passed as a hashref or as a list of name-value pairs. Available
3869 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3873 "collect" (the default) or "pre-bill"
3877 "Current time" for the events.
3881 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3885 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3889 Explicitly pass the objects to be tested (typically used with eventtable).
3893 Set to true to return the objects, but not actually insert them into the
3900 sub due_cust_event {
3902 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3905 #my $DEBUG = $opt{'debug'}
3906 local($DEBUG) = $opt{'debug'}
3907 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3909 warn "$me due_cust_event called with options ".
3910 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3913 $opt{'time'} ||= time;
3915 local $SIG{HUP} = 'IGNORE';
3916 local $SIG{INT} = 'IGNORE';
3917 local $SIG{QUIT} = 'IGNORE';
3918 local $SIG{TERM} = 'IGNORE';
3919 local $SIG{TSTP} = 'IGNORE';
3920 local $SIG{PIPE} = 'IGNORE';
3922 my $oldAutoCommit = $FS::UID::AutoCommit;
3923 local $FS::UID::AutoCommit = 0;
3926 $self->select_for_update #mutex
3927 unless $opt{testonly};
3930 # find possible events (initial search)
3933 my @cust_event = ();
3935 my @eventtable = $opt{'eventtable'}
3936 ? ( $opt{'eventtable'} )
3937 : FS::part_event->eventtables_runorder;
3939 foreach my $eventtable ( @eventtable ) {
3942 if ( $opt{'objects'} ) {
3944 @objects = @{ $opt{'objects'} };
3948 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3949 @objects = ( $eventtable eq 'cust_main' )
3951 : ( $self->$eventtable() );
3955 my @e_cust_event = ();
3957 my $cross = "CROSS JOIN $eventtable";
3958 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3959 unless $eventtable eq 'cust_main';
3961 foreach my $object ( @objects ) {
3963 #this first search uses the condition_sql magic for optimization.
3964 #the more possible events we can eliminate in this step the better
3966 my $cross_where = '';
3967 my $pkey = $object->primary_key;
3968 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3970 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3972 FS::part_event_condition->where_conditions_sql( $eventtable,
3973 'time'=>$opt{'time'}
3975 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3977 $extra_sql = "AND $extra_sql" if $extra_sql;
3979 #here is the agent virtualization
3980 $extra_sql .= " AND ( part_event.agentnum IS NULL
3981 OR part_event.agentnum = ". $self->agentnum. ' )';
3983 $extra_sql .= " $order";
3985 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3986 if $opt{'debug'} > 2;
3987 my @part_event = qsearch( {
3988 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3989 'select' => 'part_event.*',
3990 'table' => 'part_event',
3991 'addl_from' => "$cross $join",
3992 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3993 'eventtable' => $eventtable,
3996 'extra_sql' => "AND $cross_where $extra_sql",
4000 my $pkey = $object->primary_key;
4001 warn " ". scalar(@part_event).
4002 " possible events found for $eventtable ". $object->$pkey(). "\n";
4005 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
4009 warn " ". scalar(@e_cust_event).
4010 " subtotal possible cust events found for $eventtable\n"
4013 push @cust_event, @e_cust_event;
4017 warn " ". scalar(@cust_event).
4018 " total possible cust events found in initial search\n"
4026 $opt{stage} ||= 'collect';
4028 grep { my $stage = $_->part_event->event_stage;
4029 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
4039 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
4040 'stats_hashref' => \%unsat ),
4043 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
4046 warn " invalid conditions not eliminated with condition_sql:\n".
4047 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
4048 if keys %unsat && $DEBUG; # > 1;
4054 unless( $opt{testonly} ) {
4055 foreach my $cust_event ( @cust_event ) {
4057 my $error = $cust_event->insert();
4059 $dbh->rollback if $oldAutoCommit;
4066 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4072 warn " returning events: ". Dumper(@cust_event). "\n"
4079 =item retry_realtime
4081 Schedules realtime / batch credit card / electronic check / LEC billing
4082 events for for retry. Useful if card information has changed or manual
4083 retry is desired. The 'collect' method must be called to actually retry
4086 Implementation details: For either this customer, or for each of this
4087 customer's open invoices, changes the status of the first "done" (with
4088 statustext error) realtime processing event to "failed".
4092 sub retry_realtime {
4095 local $SIG{HUP} = 'IGNORE';
4096 local $SIG{INT} = 'IGNORE';
4097 local $SIG{QUIT} = 'IGNORE';
4098 local $SIG{TERM} = 'IGNORE';
4099 local $SIG{TSTP} = 'IGNORE';
4100 local $SIG{PIPE} = 'IGNORE';
4102 my $oldAutoCommit = $FS::UID::AutoCommit;
4103 local $FS::UID::AutoCommit = 0;
4106 #a little false laziness w/due_cust_event (not too bad, really)
4108 my $join = FS::part_event_condition->join_conditions_sql;
4109 my $order = FS::part_event_condition->order_conditions_sql;
4112 . join ( ' OR ' , map {
4113 "( part_event.eventtable = " . dbh->quote($_)
4114 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
4115 } FS::part_event->eventtables)
4118 #here is the agent virtualization
4119 my $agent_virt = " ( part_event.agentnum IS NULL
4120 OR part_event.agentnum = ". $self->agentnum. ' )';
4122 #XXX this shouldn't be hardcoded, actions should declare it...
4123 my @realtime_events = qw(
4124 cust_bill_realtime_card
4125 cust_bill_realtime_check
4126 cust_bill_realtime_lec
4130 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
4135 my @cust_event = qsearchs({
4136 'table' => 'cust_event',
4137 'select' => 'cust_event.*',
4138 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
4139 'hashref' => { 'status' => 'done' },
4140 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
4141 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
4144 my %seen_invnum = ();
4145 foreach my $cust_event (@cust_event) {
4147 #max one for the customer, one for each open invoice
4148 my $cust_X = $cust_event->cust_X;
4149 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
4153 or $cust_event->part_event->eventtable eq 'cust_bill'
4156 my $error = $cust_event->retry;
4158 $dbh->rollback if $oldAutoCommit;
4159 return "error scheduling event for retry: $error";
4164 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4172 =item realtime_collect [ OPTION => VALUE ... ]
4174 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4175 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4176 gateway. See L<http://420.am/business-onlinepayment> and
4177 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4179 On failure returns an error message.
4181 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4183 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
4185 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4186 then it is deduced from the customer record.
4188 If no I<amount> is specified, then the customer balance is used.
4190 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4191 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4192 if set, will override the value from the customer record.
4194 I<description> is a free-text field passed to the gateway. It defaults to
4195 the value defined by the business-onlinepayment-description configuration
4196 option, or "Internet services" if that is unset.
4198 If an I<invnum> is specified, this payment (if successful) is applied to the
4199 specified invoice. If you don't specify an I<invnum> you might want to
4200 call the B<apply_payments> method or set the I<apply> option.
4202 I<apply> can be set to true to apply a resulting payment.
4204 I<quiet> can be set true to surpress email decline notices.
4206 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4207 resulting paynum, if any.
4209 I<payunique> is a unique identifier for this payment.
4211 I<session_id> is a session identifier associated with this payment.
4213 I<depend_jobnum> allows payment capture to unlock export jobs
4217 sub realtime_collect {
4218 my( $self, %options ) = @_;
4221 warn "$me realtime_collect:\n";
4222 warn " $_ => $options{$_}\n" foreach keys %options;
4225 $options{amount} = $self->balance unless exists( $options{amount} );
4226 $options{method} = FS::payby->payby2bop($self->payby)
4227 unless exists( $options{method} );
4229 return $self->realtime_bop({%options});
4233 =item realtime_bop { [ ARG => VALUE ... ] }
4235 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4236 via a Business::OnlinePayment realtime gateway. See
4237 L<http://420.am/business-onlinepayment> for supported gateways.
4239 Required arguments in the hashref are I<method>, and I<amount>
4241 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4243 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4245 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4246 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4247 if set, will override the value from the customer record.
4249 I<description> is a free-text field passed to the gateway. It defaults to
4250 the value defined by the business-onlinepayment-description configuration
4251 option, or "Internet services" if that is unset.
4253 If an I<invnum> is specified, this payment (if successful) is applied to the
4254 specified invoice. If you don't specify an I<invnum> you might want to
4255 call the B<apply_payments> method or set the I<apply> option.
4257 I<apply> can be set to true to apply a resulting payment.
4259 I<quiet> can be set true to surpress email decline notices.
4261 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4262 resulting paynum, if any.
4264 I<payunique> is a unique identifier for this payment.
4266 I<session_id> is a session identifier associated with this payment.
4268 I<depend_jobnum> allows payment capture to unlock export jobs
4270 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4274 # some helper routines
4275 sub _bop_recurring_billing {
4276 my( $self, %opt ) = @_;
4278 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
4280 if ( defined($method) && $method eq 'transaction_is_recur' ) {
4282 return 1 if $opt{'trans_is_recur'};
4286 my %hash = ( 'custnum' => $self->custnum,
4291 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4292 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4302 sub _payment_gateway {
4303 my ($self, $options) = @_;
4305 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4306 unless exists($options->{payment_gateway});
4308 $options->{payment_gateway};
4312 my ($self, $options) = @_;
4315 'login' => $options->{payment_gateway}->gateway_username,
4316 'password' => $options->{payment_gateway}->gateway_password,
4321 my ($self, $options) = @_;
4323 $options->{payment_gateway}->gatewaynum
4324 ? $options->{payment_gateway}->options
4325 : @{ $options->{payment_gateway}->get('options') };
4330 my ($self, $options) = @_;
4332 unless ( $options->{'description'} ) {
4333 if ( $conf->exists('business-onlinepayment-description') ) {
4334 my $dtempl = $conf->config('business-onlinepayment-description');
4336 my $agent = $self->agent->agent;
4338 $options->{'description'} = eval qq("$dtempl");
4340 $options->{'description'} = 'Internet services';
4344 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4345 $options->{invnum} ||= '';
4346 $options->{payname} = $self->payname unless exists( $options->{payname} );
4350 my ($self, $options) = @_;
4353 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4354 $content{customer_ip} = $payip if length($payip);
4356 $content{invoice_number} = $options->{'invnum'}
4357 if exists($options->{'invnum'}) && length($options->{'invnum'});
4359 $content{email_customer} =
4360 ( $conf->exists('business-onlinepayment-email_customer')
4361 || $conf->exists('business-onlinepayment-email-override') );
4363 my ($payname, $payfirst, $paylast);
4364 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
4365 ($payname = $options->{payname}) =~
4366 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4367 or return "Illegal payname $payname";
4368 ($payfirst, $paylast) = ($1, $2);
4370 $payfirst = $self->getfield('first');
4371 $paylast = $self->getfield('last');
4372 $payname = "$payfirst $paylast";
4375 $content{last_name} = $paylast;
4376 $content{first_name} = $payfirst;
4378 $content{name} = $payname;
4380 $content{address} = exists($options->{'address1'})
4381 ? $options->{'address1'}
4383 my $address2 = exists($options->{'address2'})
4384 ? $options->{'address2'}
4386 $content{address} .= ", ". $address2 if length($address2);
4388 $content{city} = exists($options->{city})
4391 $content{state} = exists($options->{state})
4394 $content{zip} = exists($options->{zip})
4397 $content{country} = exists($options->{country})
4398 ? $options->{country}
4401 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4402 $content{phone} = $self->daytime || $self->night;
4407 my %bop_method2payby = (
4417 if (ref($_[0]) eq 'HASH') {
4418 %options = %{$_[0]};
4420 my ( $method, $amount ) = ( shift, shift );
4422 $options{method} = $method;
4423 $options{amount} = $amount;
4427 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4428 warn " $_ => $options{$_}\n" foreach keys %options;
4431 return $self->fake_bop(%options) if $options{'fake'};
4433 $self->_bop_defaults(\%options);
4436 # set trans_is_recur based on invnum if there is one
4439 my $trans_is_recur = 0;
4440 if ( $options{'invnum'} ) {
4442 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4443 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4446 map { $_->part_pkg }
4448 map { $_->cust_pkg }
4449 $cust_bill->cust_bill_pkg;
4452 if grep { $_->freq ne '0' } @part_pkg;
4460 my $payment_gateway = $self->_payment_gateway( \%options );
4461 my $namespace = $payment_gateway->gateway_namespace;
4463 eval "use $namespace";
4467 # check for banned credit card/ACH
4470 my $ban = qsearchs('banned_pay', {
4471 'payby' => $bop_method2payby{$options{method}},
4472 'payinfo' => md5_base64($options{payinfo}),
4474 return "Banned credit card" if $ban;
4480 my $bop_content = $self->_bop_content(\%options);
4481 return $bop_content unless ref($bop_content);
4483 my @invoicing_list = $self->invoicing_list_emailonly;
4484 if ( $conf->exists('emailinvoiceautoalways')
4485 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4486 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4487 push @invoicing_list, $self->all_emails;
4490 my $email = ($conf->exists('business-onlinepayment-email-override'))
4491 ? $conf->config('business-onlinepayment-email-override')
4492 : $invoicing_list[0];
4496 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4498 $content{card_number} = $options{payinfo};
4499 $paydate = exists($options{'paydate'})
4500 ? $options{'paydate'}
4502 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4503 $content{expiration} = "$2/$1";
4505 my $paycvv = exists($options{'paycvv'})
4506 ? $options{'paycvv'}
4508 $content{cvv2} = $paycvv
4511 my $paystart_month = exists($options{'paystart_month'})
4512 ? $options{'paystart_month'}
4513 : $self->paystart_month;
4515 my $paystart_year = exists($options{'paystart_year'})
4516 ? $options{'paystart_year'}
4517 : $self->paystart_year;
4519 $content{card_start} = "$paystart_month/$paystart_year"
4520 if $paystart_month && $paystart_year;
4522 my $payissue = exists($options{'payissue'})
4523 ? $options{'payissue'}
4525 $content{issue_number} = $payissue if $payissue;
4527 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4528 'trans_is_recur' => $trans_is_recur,
4532 $content{recurring_billing} = 'YES';
4533 $content{acct_code} = 'rebill'
4534 if $conf->exists('credit_card-recurring_billing_acct_code');
4537 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4538 ( $content{account_number}, $content{routing_code} ) =
4539 split('@', $options{payinfo});
4540 $content{bank_name} = $options{payname};
4541 $content{bank_state} = exists($options{'paystate'})
4542 ? $options{'paystate'}
4543 : $self->getfield('paystate');
4544 $content{account_type} = exists($options{'paytype'})
4545 ? uc($options{'paytype'}) || 'CHECKING'
4546 : uc($self->getfield('paytype')) || 'CHECKING';
4547 $content{account_name} = $self->getfield('first'). ' '.
4548 $self->getfield('last');
4550 $content{customer_org} = $self->company ? 'B' : 'I';
4551 $content{state_id} = exists($options{'stateid'})
4552 ? $options{'stateid'}
4553 : $self->getfield('stateid');
4554 $content{state_id_state} = exists($options{'stateid_state'})
4555 ? $options{'stateid_state'}
4556 : $self->getfield('stateid_state');
4557 $content{customer_ssn} = exists($options{'ss'})
4560 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4561 $content{phone} = $options{payinfo};
4562 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4569 # run transaction(s)
4572 my $balance = exists( $options{'balance'} )
4573 ? $options{'balance'}
4576 $self->select_for_update; #mutex ... just until we get our pending record in
4578 #the checks here are intended to catch concurrent payments
4579 #double-form-submission prevention is taken care of in cust_pay_pending::check
4582 return "The customer's balance has changed; $options{method} transaction aborted."
4583 if $self->balance < $balance;
4584 #&& $self->balance < $options{amount}; #might as well anyway?
4586 #also check and make sure there aren't *other* pending payments for this cust
4588 my @pending = qsearch('cust_pay_pending', {
4589 'custnum' => $self->custnum,
4590 'status' => { op=>'!=', value=>'done' }
4592 return "A payment is already being processed for this customer (".
4593 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4594 "); $options{method} transaction aborted."
4595 if scalar(@pending);
4597 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4599 my $cust_pay_pending = new FS::cust_pay_pending {
4600 'custnum' => $self->custnum,
4601 #'invnum' => $options{'invnum'},
4602 'paid' => $options{amount},
4604 'payby' => $bop_method2payby{$options{method}},
4605 'payinfo' => $options{payinfo},
4606 'paydate' => $paydate,
4607 'recurring_billing' => $content{recurring_billing},
4608 'pkgnum' => $options{'pkgnum'},
4610 'gatewaynum' => $payment_gateway->gatewaynum || '',
4611 'session_id' => $options{session_id} || '',
4612 'jobnum' => $options{depend_jobnum} || '',
4614 $cust_pay_pending->payunique( $options{payunique} )
4615 if defined($options{payunique}) && length($options{payunique});
4616 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4617 return $cpp_new_err if $cpp_new_err;
4619 my( $action1, $action2 ) =
4620 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4622 my $transaction = new $namespace( $payment_gateway->gateway_module,
4623 $self->_bop_options(\%options),
4626 $transaction->content(
4627 'type' => $options{method},
4628 $self->_bop_auth(\%options),
4629 'action' => $action1,
4630 'description' => $options{'description'},
4631 'amount' => $options{amount},
4632 #'invoice_number' => $options{'invnum'},
4633 'customer_id' => $self->custnum,
4635 'reference' => $cust_pay_pending->paypendingnum, #for now
4640 $cust_pay_pending->status('pending');
4641 my $cpp_pending_err = $cust_pay_pending->replace;
4642 return $cpp_pending_err if $cpp_pending_err;
4645 my $BOP_TESTING = 0;
4646 my $BOP_TESTING_SUCCESS = 1;
4648 unless ( $BOP_TESTING ) {
4649 $transaction->test_transaction(1)
4650 if $conf->exists('business-onlinepayment-test_transaction');
4651 $transaction->submit();
4653 if ( $BOP_TESTING_SUCCESS ) {
4654 $transaction->is_success(1);
4655 $transaction->authorization('fake auth');
4657 $transaction->is_success(0);
4658 $transaction->error_message('fake failure');
4662 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4664 return { reference => $cust_pay_pending->paypendingnum,
4665 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4667 } elsif ( $transaction->is_success() && $action2 ) {
4669 $cust_pay_pending->status('authorized');
4670 my $cpp_authorized_err = $cust_pay_pending->replace;
4671 return $cpp_authorized_err if $cpp_authorized_err;
4673 my $auth = $transaction->authorization;
4674 my $ordernum = $transaction->can('order_number')
4675 ? $transaction->order_number
4679 new Business::OnlinePayment( $payment_gateway->gateway_module,
4680 $self->_bop_options(\%options),
4685 type => $options{method},
4687 $self->_bop_auth(\%options),
4688 order_number => $ordernum,
4689 amount => $options{amount},
4690 authorization => $auth,
4691 description => $options{'description'},
4694 foreach my $field (qw( authorization_source_code returned_ACI
4695 transaction_identifier validation_code
4696 transaction_sequence_num local_transaction_date
4697 local_transaction_time AVS_result_code )) {
4698 $capture{$field} = $transaction->$field() if $transaction->can($field);
4701 $capture->content( %capture );
4703 $capture->test_transaction(1)
4704 if $conf->exists('business-onlinepayment-test_transaction');
4707 unless ( $capture->is_success ) {
4708 my $e = "Authorization successful but capture failed, custnum #".
4709 $self->custnum. ': '. $capture->result_code.
4710 ": ". $capture->error_message;
4718 # remove paycvv after initial transaction
4721 #false laziness w/misc/process/payment.cgi - check both to make sure working
4723 if ( defined $self->dbdef_table->column('paycvv')
4724 && length($self->paycvv)
4725 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4727 my $error = $self->remove_cvv;
4729 warn "WARNING: error removing cvv: $error\n";
4738 if ( $transaction->can('card_token') && $transaction->card_token ) {
4740 $self->card_token($transaction->card_token);
4742 if ( $options{'payinfo'} eq $self->payinfo ) {
4743 $self->payinfo($transaction->card_token);
4744 my $error = $self->replace;
4746 warn "WARNING: error storing token: $error, but proceeding anyway\n";
4756 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4768 if (ref($_[0]) eq 'HASH') {
4769 %options = %{$_[0]};
4771 my ( $method, $amount ) = ( shift, shift );
4773 $options{method} = $method;
4774 $options{amount} = $amount;
4777 if ( $options{'fake_failure'} ) {
4778 return "Error: No error; test failure requested with fake_failure";
4782 #if ( $payment_gateway->gatewaynum ) { # agent override
4783 # $paybatch = $payment_gateway->gatewaynum. '-';
4786 #$paybatch .= "$processor:". $transaction->authorization;
4788 #$paybatch .= ':'. $transaction->order_number
4789 # if $transaction->can('order_number')
4790 # && length($transaction->order_number);
4792 my $paybatch = 'FakeProcessor:54:32';
4794 my $cust_pay = new FS::cust_pay ( {
4795 'custnum' => $self->custnum,
4796 'invnum' => $options{'invnum'},
4797 'paid' => $options{amount},
4799 'payby' => $bop_method2payby{$options{method}},
4800 #'payinfo' => $payinfo,
4801 'payinfo' => '4111111111111111',
4802 'paybatch' => $paybatch,
4803 #'paydate' => $paydate,
4804 'paydate' => '2012-05-01',
4806 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4808 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4811 $cust_pay->invnum(''); #try again with no specific invnum
4812 my $error2 = $cust_pay->insert( $options{'manual'} ?
4813 ( 'manual' => 1 ) : ()
4816 # gah, even with transactions.
4817 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4818 "error inserting (fake!) payment: $error2".
4819 " (previously tried insert with invnum #$options{'invnum'}" .
4826 if ( $options{'paynum_ref'} ) {
4827 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4830 return ''; #no error
4835 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4837 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4838 # phone bill transaction.
4840 sub _realtime_bop_result {
4841 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4843 warn "$me _realtime_bop_result: pending transaction ".
4844 $cust_pay_pending->paypendingnum. "\n";
4845 warn " $_ => $options{$_}\n" foreach keys %options;
4848 my $payment_gateway = $options{payment_gateway}
4849 or return "no payment gateway in arguments to _realtime_bop_result";
4851 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4852 my $cpp_captured_err = $cust_pay_pending->replace;
4853 return $cpp_captured_err if $cpp_captured_err;
4855 if ( $transaction->is_success() ) {
4858 if ( $payment_gateway->gatewaynum ) { # agent override
4859 $paybatch = $payment_gateway->gatewaynum. '-';
4862 $paybatch .= $payment_gateway->gateway_module. ":".
4863 $transaction->authorization;
4865 $paybatch .= ':'. $transaction->order_number
4866 if $transaction->can('order_number')
4867 && length($transaction->order_number);
4869 my $cust_pay = new FS::cust_pay ( {
4870 'custnum' => $self->custnum,
4871 'invnum' => $options{'invnum'},
4872 'paid' => $cust_pay_pending->paid,
4874 'payby' => $cust_pay_pending->payby,
4875 'payinfo' => $options{'payinfo'},
4876 'paybatch' => $paybatch,
4877 'paydate' => $cust_pay_pending->paydate,
4878 'pkgnum' => $cust_pay_pending->pkgnum,
4880 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4881 $cust_pay->payunique( $options{payunique} )
4882 if defined($options{payunique}) && length($options{payunique});
4884 my $oldAutoCommit = $FS::UID::AutoCommit;
4885 local $FS::UID::AutoCommit = 0;
4888 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4890 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4893 $cust_pay->invnum(''); #try again with no specific invnum
4894 my $error2 = $cust_pay->insert( $options{'manual'} ?
4895 ( 'manual' => 1 ) : ()
4898 # gah. but at least we have a record of the state we had to abort in
4899 # from cust_pay_pending now.
4900 my $e = "WARNING: $options{method} captured but payment not recorded -".
4901 " error inserting payment (". $payment_gateway->gateway_module.
4903 " (previously tried insert with invnum #$options{'invnum'}" .
4904 ": $error ) - pending payment saved as paypendingnum ".
4905 $cust_pay_pending->paypendingnum. "\n";
4911 my $jobnum = $cust_pay_pending->jobnum;
4913 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4915 unless ( $placeholder ) {
4916 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4917 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4918 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4923 $error = $placeholder->delete;
4926 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4927 my $e = "WARNING: $options{method} captured but could not delete ".
4928 "job $jobnum for paypendingnum ".
4929 $cust_pay_pending->paypendingnum. ": $error\n";
4936 if ( $options{'paynum_ref'} ) {
4937 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4940 $cust_pay_pending->status('done');
4941 $cust_pay_pending->statustext('captured');
4942 $cust_pay_pending->paynum($cust_pay->paynum);
4943 my $cpp_done_err = $cust_pay_pending->replace;
4945 if ( $cpp_done_err ) {
4947 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4948 my $e = "WARNING: $options{method} captured but payment not recorded - ".
4949 "error updating status for paypendingnum ".
4950 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4956 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4958 if ( $options{'apply'} ) {
4959 my $apply_error = $self->apply_payments_and_credits;
4960 if ( $apply_error ) {
4961 warn "WARNING: error applying payment: $apply_error\n";
4962 #but we still should return no error cause the payment otherwise went
4967 return ''; #no error
4973 my $perror = $payment_gateway->gateway_module. " error: ".
4974 $transaction->error_message;
4976 my $jobnum = $cust_pay_pending->jobnum;
4978 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4980 if ( $placeholder ) {
4981 my $error = $placeholder->depended_delete;
4982 $error ||= $placeholder->delete;
4983 warn "error removing provisioning jobs after declined paypendingnum ".
4984 $cust_pay_pending->paypendingnum. "\n";
4986 my $e = "error finding job $jobnum for declined paypendingnum ".
4987 $cust_pay_pending->paypendingnum. "\n";
4993 unless ( $transaction->error_message ) {
4996 if ( $transaction->can('response_page') ) {
4998 'page' => ( $transaction->can('response_page')
4999 ? $transaction->response_page
5002 'code' => ( $transaction->can('response_code')
5003 ? $transaction->response_code
5006 'headers' => ( $transaction->can('response_headers')
5007 ? $transaction->response_headers
5013 "No additional debugging information available for ".
5014 $payment_gateway->gateway_module;
5017 $perror .= "No error_message returned from ".
5018 $payment_gateway->gateway_module. " -- ".
5019 ( ref($t_response) ? Dumper($t_response) : $t_response );
5023 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5024 && $conf->exists('emaildecline')
5025 && grep { $_ ne 'POST' } $self->invoicing_list
5026 && ! grep { $transaction->error_message =~ /$_/ }
5027 $conf->config('emaildecline-exclude')
5029 my @templ = $conf->config('declinetemplate');
5030 my $template = new Text::Template (
5032 SOURCE => [ map "$_\n", @templ ],
5033 ) or return "($perror) can't create template: $Text::Template::ERROR";
5034 $template->compile()
5035 or return "($perror) can't compile template: $Text::Template::ERROR";
5039 scalar( $conf->config('company_name', $self->agentnum ) ),
5040 'company_address' =>
5041 join("\n", $conf->config('company_address', $self->agentnum ) ),
5042 'error' => $transaction->error_message,
5045 my $error = send_email(
5046 'from' => $conf->config('invoice_from', $self->agentnum ),
5047 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5048 'subject' => 'Your payment could not be processed',
5049 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5052 $perror .= " (also received error sending decline notification: $error)"
5057 $cust_pay_pending->status('done');
5058 $cust_pay_pending->statustext("declined: $perror");
5059 my $cpp_done_err = $cust_pay_pending->replace;
5060 if ( $cpp_done_err ) {
5061 my $e = "WARNING: $options{method} declined but pending payment not ".
5062 "resolved - error updating status for paypendingnum ".
5063 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5065 $perror = "$e ($perror)";
5073 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5075 Verifies successful third party processing of a realtime credit card,
5076 ACH (electronic check) or phone bill transaction via a
5077 Business::OnlineThirdPartyPayment realtime gateway. See
5078 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5080 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5082 The additional options I<payname>, I<city>, I<state>,
5083 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5084 if set, will override the value from the customer record.
5086 I<description> is a free-text field passed to the gateway. It defaults to
5087 "Internet services".
5089 If an I<invnum> is specified, this payment (if successful) is applied to the
5090 specified invoice. If you don't specify an I<invnum> you might want to
5091 call the B<apply_payments> method.
5093 I<quiet> can be set true to surpress email decline notices.
5095 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5096 resulting paynum, if any.
5098 I<payunique> is a unique identifier for this payment.
5100 Returns a hashref containing elements bill_error (which will be undefined
5101 upon success) and session_id of any associated session.
5105 sub realtime_botpp_capture {
5106 my( $self, $cust_pay_pending, %options ) = @_;
5108 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5109 warn " $_ => $options{$_}\n" foreach keys %options;
5112 eval "use Business::OnlineThirdPartyPayment";
5116 # select the gateway
5119 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5121 my $payment_gateway = $cust_pay_pending->gatewaynum
5122 ? qsearchs( 'payment_gateway',
5123 { gatewaynum => $cust_pay_pending->gatewaynum }
5125 : $self->agent->payment_gateway( 'method' => $method,
5126 # 'invnum' => $cust_pay_pending->invnum,
5127 # 'payinfo' => $cust_pay_pending->payinfo,
5130 $options{payment_gateway} = $payment_gateway; # for the helper subs
5136 my @invoicing_list = $self->invoicing_list_emailonly;
5137 if ( $conf->exists('emailinvoiceautoalways')
5138 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5139 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5140 push @invoicing_list, $self->all_emails;
5143 my $email = ($conf->exists('business-onlinepayment-email-override'))
5144 ? $conf->config('business-onlinepayment-email-override')
5145 : $invoicing_list[0];
5149 $content{email_customer} =
5150 ( $conf->exists('business-onlinepayment-email_customer')
5151 || $conf->exists('business-onlinepayment-email-override') );
5154 # run transaction(s)
5158 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5159 $self->_bop_options(\%options),
5162 $transaction->reference({ %options });
5164 $transaction->content(
5166 $self->_bop_auth(\%options),
5167 'action' => 'Post Authorization',
5168 'description' => $options{'description'},
5169 'amount' => $cust_pay_pending->paid,
5170 #'invoice_number' => $options{'invnum'},
5171 'customer_id' => $self->custnum,
5172 'referer' => 'http://cleanwhisker.420.am/',
5173 'reference' => $cust_pay_pending->paypendingnum,
5175 'phone' => $self->daytime || $self->night,
5177 # plus whatever is required for bogus capture avoidance
5180 $transaction->submit();
5183 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5186 bill_error => $error,
5187 session_id => $cust_pay_pending->session_id,
5192 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5196 sub default_payment_gateway {
5197 my( $self, $method ) = @_;
5199 die "Real-time processing not enabled\n"
5200 unless $conf->exists('business-onlinepayment');
5202 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5205 my $bop_config = 'business-onlinepayment';
5206 $bop_config .= '-ach'
5207 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5208 my ( $processor, $login, $password, $action, @bop_options ) =
5209 $conf->config($bop_config);
5210 $action ||= 'normal authorization';
5211 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5212 die "No real-time processor is enabled - ".
5213 "did you set the business-onlinepayment configuration value?\n"
5216 ( $processor, $login, $password, $action, @bop_options )
5221 Removes the I<paycvv> field from the database directly.
5223 If there is an error, returns the error, otherwise returns false.
5229 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5230 or return dbh->errstr;
5231 $sth->execute($self->custnum)
5232 or return $sth->errstr;
5237 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5239 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5240 via a Business::OnlinePayment realtime gateway. See
5241 L<http://420.am/business-onlinepayment> for supported gateways.
5243 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5245 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5247 Most gateways require a reference to an original payment transaction to refund,
5248 so you probably need to specify a I<paynum>.
5250 I<amount> defaults to the original amount of the payment if not specified.
5252 I<reason> specifies a reason for the refund.
5254 I<paydate> specifies the expiration date for a credit card overriding the
5255 value from the customer record or the payment record. Specified as yyyy-mm-dd
5257 Implementation note: If I<amount> is unspecified or equal to the amount of the
5258 orignal payment, first an attempt is made to "void" the transaction via
5259 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5260 the normal attempt is made to "refund" ("credit") the transaction via the
5261 gateway is attempted.
5263 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5264 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5265 #if set, will override the value from the customer record.
5267 #If an I<invnum> is specified, this payment (if successful) is applied to the
5268 #specified invoice. If you don't specify an I<invnum> you might want to
5269 #call the B<apply_payments> method.
5273 #some false laziness w/realtime_bop, not enough to make it worth merging
5274 #but some useful small subs should be pulled out
5275 sub realtime_refund_bop {
5279 if (ref($_[0]) eq 'HASH') {
5280 %options = %{$_[0]};
5284 $options{method} = $method;
5288 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5289 warn " $_ => $options{$_}\n" foreach keys %options;
5293 # look up the original payment and optionally a gateway for that payment
5297 my $amount = $options{'amount'};
5299 my( $processor, $login, $password, @bop_options, $namespace ) ;
5300 my( $auth, $order_number ) = ( '', '', '' );
5302 if ( $options{'paynum'} ) {
5304 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5305 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5306 or return "Unknown paynum $options{'paynum'}";
5307 $amount ||= $cust_pay->paid;
5309 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5310 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5311 $cust_pay->paybatch;
5312 my $gatewaynum = '';
5313 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5315 if ( $gatewaynum ) { #gateway for the payment to be refunded
5317 my $payment_gateway =
5318 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5319 die "payment gateway $gatewaynum not found"
5320 unless $payment_gateway;
5322 $processor = $payment_gateway->gateway_module;
5323 $login = $payment_gateway->gateway_username;
5324 $password = $payment_gateway->gateway_password;
5325 $namespace = $payment_gateway->gateway_namespace;
5326 @bop_options = $payment_gateway->options;
5328 } else { #try the default gateway
5331 my $payment_gateway =
5332 $self->agent->payment_gateway('method' => $options{method});
5334 ( $conf_processor, $login, $password, $namespace ) =
5335 map { my $method = "gateway_$_"; $payment_gateway->$method }
5336 qw( module username password namespace );
5338 @bop_options = $payment_gateway->gatewaynum
5339 ? $payment_gateway->options
5340 : @{ $payment_gateway->get('options') };
5342 return "processor of payment $options{'paynum'} $processor does not".
5343 " match default processor $conf_processor"
5344 unless $processor eq $conf_processor;
5349 } else { # didn't specify a paynum, so look for agent gateway overrides
5350 # like a normal transaction
5352 my $payment_gateway =
5353 $self->agent->payment_gateway( 'method' => $options{method},
5354 #'payinfo' => $payinfo,
5356 my( $processor, $login, $password, $namespace ) =
5357 map { my $method = "gateway_$_"; $payment_gateway->$method }
5358 qw( module username password namespace );
5360 my @bop_options = $payment_gateway->gatewaynum
5361 ? $payment_gateway->options
5362 : @{ $payment_gateway->get('options') };
5365 return "neither amount nor paynum specified" unless $amount;
5367 eval "use $namespace";
5371 'type' => $options{method},
5373 'password' => $password,
5374 'order_number' => $order_number,
5375 'amount' => $amount,
5376 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5378 $content{authorization} = $auth
5379 if length($auth); #echeck/ACH transactions have an order # but no auth
5380 #(at least with authorize.net)
5382 my $disable_void_after;
5383 if ($conf->exists('disable_void_after')
5384 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5385 $disable_void_after = $1;
5388 #first try void if applicable
5389 if ( $cust_pay && $cust_pay->paid == $amount
5391 ( not defined($disable_void_after) )
5392 || ( time < ($cust_pay->_date + $disable_void_after ) )
5395 warn " attempting void\n" if $DEBUG > 1;
5396 my $void = new Business::OnlinePayment( $processor, @bop_options );
5397 if ( $void->can('info') ) {
5398 if ( $cust_pay->payby eq 'CARD'
5399 && $void->info('CC_void_requires_card') )
5401 $content{'card_number'} = $cust_pay->payinfo;
5402 } elsif ( $cust_pay->payby eq 'CHEK'
5403 && $void->info('ECHECK_void_requires_account') )
5405 ( $content{'account_number'}, $content{'routing_code'} ) =
5406 split('@', $cust_pay->payinfo);
5407 $content{'name'} = $self->get('first'). ' '. $self->get('last');
5410 $void->content( 'action' => 'void', %content );
5411 $void->test_transaction(1)
5412 if $conf->exists('business-onlinepayment-test_transaction');
5414 if ( $void->is_success ) {
5415 my $error = $cust_pay->void($options{'reason'});
5417 # gah, even with transactions.
5418 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5419 "error voiding payment: $error";
5423 warn " void successful\n" if $DEBUG > 1;
5428 warn " void unsuccessful, trying refund\n"
5432 my $address = $self->address1;
5433 $address .= ", ". $self->address2 if $self->address2;
5435 my($payname, $payfirst, $paylast);
5436 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5437 $payname = $self->payname;
5438 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5439 or return "Illegal payname $payname";
5440 ($payfirst, $paylast) = ($1, $2);
5442 $payfirst = $self->getfield('first');
5443 $paylast = $self->getfield('last');
5444 $payname = "$payfirst $paylast";
5447 my @invoicing_list = $self->invoicing_list_emailonly;
5448 if ( $conf->exists('emailinvoiceautoalways')
5449 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5450 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5451 push @invoicing_list, $self->all_emails;
5454 my $email = ($conf->exists('business-onlinepayment-email-override'))
5455 ? $conf->config('business-onlinepayment-email-override')
5456 : $invoicing_list[0];
5458 my $payip = exists($options{'payip'})
5461 $content{customer_ip} = $payip
5465 if ( $options{method} eq 'CC' ) {
5468 $content{card_number} = $payinfo = $cust_pay->payinfo;
5469 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5470 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5471 ($content{expiration} = "$2/$1"); # where available
5473 $content{card_number} = $payinfo = $self->payinfo;
5474 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5475 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5476 $content{expiration} = "$2/$1";
5479 } elsif ( $options{method} eq 'ECHECK' ) {
5482 $payinfo = $cust_pay->payinfo;
5484 $payinfo = $self->payinfo;
5486 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5487 $content{bank_name} = $self->payname;
5488 $content{account_type} = 'CHECKING';
5489 $content{account_name} = $payname;
5490 $content{customer_org} = $self->company ? 'B' : 'I';
5491 $content{customer_ssn} = $self->ss;
5492 } elsif ( $options{method} eq 'LEC' ) {
5493 $content{phone} = $payinfo = $self->payinfo;
5497 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5498 my %sub_content = $refund->content(
5499 'action' => 'credit',
5500 'customer_id' => $self->custnum,
5501 'last_name' => $paylast,
5502 'first_name' => $payfirst,
5504 'address' => $address,
5505 'city' => $self->city,
5506 'state' => $self->state,
5507 'zip' => $self->zip,
5508 'country' => $self->country,
5510 'phone' => $self->daytime || $self->night,
5513 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5515 $refund->test_transaction(1)
5516 if $conf->exists('business-onlinepayment-test_transaction');
5519 return "$processor error: ". $refund->error_message
5520 unless $refund->is_success();
5522 my $paybatch = "$processor:". $refund->authorization;
5523 $paybatch .= ':'. $refund->order_number
5524 if $refund->can('order_number') && $refund->order_number;
5526 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5527 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5528 last unless @cust_bill_pay;
5529 my $cust_bill_pay = pop @cust_bill_pay;
5530 my $error = $cust_bill_pay->delete;
5534 my $cust_refund = new FS::cust_refund ( {
5535 'custnum' => $self->custnum,
5536 'paynum' => $options{'paynum'},
5537 'refund' => $amount,
5539 'payby' => $bop_method2payby{$options{method}},
5540 'payinfo' => $payinfo,
5541 'paybatch' => $paybatch,
5542 'reason' => $options{'reason'} || 'card or ACH refund',
5544 my $error = $cust_refund->insert;
5546 $cust_refund->paynum(''); #try again with no specific paynum
5547 my $error2 = $cust_refund->insert;
5549 # gah, even with transactions.
5550 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5551 "error inserting refund ($processor): $error2".
5552 " (previously tried insert with paynum #$options{'paynum'}" .
5563 =item batch_card OPTION => VALUE...
5565 Adds a payment for this invoice to the pending credit card batch (see
5566 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5567 runs the payment using a realtime gateway.
5572 my ($self, %options) = @_;
5575 if (exists($options{amount})) {
5576 $amount = $options{amount};
5578 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5580 return '' unless $amount > 0;
5582 my $invnum = delete $options{invnum};
5583 my $payby = $options{invnum} || $self->payby; #dubious
5585 if ($options{'realtime'}) {
5586 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5592 my $oldAutoCommit = $FS::UID::AutoCommit;
5593 local $FS::UID::AutoCommit = 0;
5596 #this needs to handle mysql as well as Pg, like svc_acct.pm
5597 #(make it into a common function if folks need to do batching with mysql)
5598 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5599 or return "Cannot lock pay_batch: " . $dbh->errstr;
5603 'payby' => FS::payby->payby2payment($payby),
5606 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5608 unless ( $pay_batch ) {
5609 $pay_batch = new FS::pay_batch \%pay_batch;
5610 my $error = $pay_batch->insert;
5612 $dbh->rollback if $oldAutoCommit;
5613 die "error creating new batch: $error\n";
5617 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5618 'batchnum' => $pay_batch->batchnum,
5619 'custnum' => $self->custnum,
5622 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5624 $options{$_} = '' unless exists($options{$_});
5627 my $cust_pay_batch = new FS::cust_pay_batch ( {
5628 'batchnum' => $pay_batch->batchnum,
5629 'invnum' => $invnum || 0, # is there a better value?
5630 # this field should be
5632 # cust_bill_pay_batch now
5633 'custnum' => $self->custnum,
5634 'last' => $self->getfield('last'),
5635 'first' => $self->getfield('first'),
5636 'address1' => $options{address1} || $self->address1,
5637 'address2' => $options{address2} || $self->address2,
5638 'city' => $options{city} || $self->city,
5639 'state' => $options{state} || $self->state,
5640 'zip' => $options{zip} || $self->zip,
5641 'country' => $options{country} || $self->country,
5642 'payby' => $options{payby} || $self->payby,
5643 'payinfo' => $options{payinfo} || $self->payinfo,
5644 'exp' => $options{paydate} || $self->paydate,
5645 'payname' => $options{payname} || $self->payname,
5646 'amount' => $amount, # consolidating
5649 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5650 if $old_cust_pay_batch;
5653 if ($old_cust_pay_batch) {
5654 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5656 $error = $cust_pay_batch->insert;
5660 $dbh->rollback if $oldAutoCommit;
5664 my $unapplied = $self->total_unapplied_credits
5665 + $self->total_unapplied_payments
5666 + $self->in_transit_payments;
5667 foreach my $cust_bill ($self->open_cust_bill) {
5668 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5669 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5670 'invnum' => $cust_bill->invnum,
5671 'paybatchnum' => $cust_pay_batch->paybatchnum,
5672 'amount' => $cust_bill->owed,
5675 if ($unapplied >= $cust_bill_pay_batch->amount){
5676 $unapplied -= $cust_bill_pay_batch->amount;
5679 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5680 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5682 $error = $cust_bill_pay_batch->insert;
5684 $dbh->rollback if $oldAutoCommit;
5689 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5693 =item apply_payments_and_credits [ OPTION => VALUE ... ]
5695 Applies unapplied payments and credits.
5697 In most cases, this new method should be used in place of sequential
5698 apply_payments and apply_credits methods.
5700 A hash of optional arguments may be passed. Currently "manual" is supported.
5701 If true, a payment receipt is sent instead of a statement when
5702 'payment_receipt_email' configuration option is set.
5704 If there is an error, returns the error, otherwise returns false.
5708 sub apply_payments_and_credits {
5709 my( $self, %options ) = @_;
5711 local $SIG{HUP} = 'IGNORE';
5712 local $SIG{INT} = 'IGNORE';
5713 local $SIG{QUIT} = 'IGNORE';
5714 local $SIG{TERM} = 'IGNORE';
5715 local $SIG{TSTP} = 'IGNORE';
5716 local $SIG{PIPE} = 'IGNORE';
5718 my $oldAutoCommit = $FS::UID::AutoCommit;
5719 local $FS::UID::AutoCommit = 0;
5722 $self->select_for_update; #mutex
5724 foreach my $cust_bill ( $self->open_cust_bill ) {
5725 my $error = $cust_bill->apply_payments_and_credits(%options);
5727 $dbh->rollback if $oldAutoCommit;
5728 return "Error applying: $error";
5732 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5737 =item apply_credits OPTION => VALUE ...
5739 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5740 to outstanding invoice balances in chronological order (or reverse
5741 chronological order if the I<order> option is set to B<newest>) and returns the
5742 value of any remaining unapplied credits available for refund (see
5743 L<FS::cust_refund>).
5745 Dies if there is an error.
5753 local $SIG{HUP} = 'IGNORE';
5754 local $SIG{INT} = 'IGNORE';
5755 local $SIG{QUIT} = 'IGNORE';
5756 local $SIG{TERM} = 'IGNORE';
5757 local $SIG{TSTP} = 'IGNORE';
5758 local $SIG{PIPE} = 'IGNORE';
5760 my $oldAutoCommit = $FS::UID::AutoCommit;
5761 local $FS::UID::AutoCommit = 0;
5764 $self->select_for_update; #mutex
5766 unless ( $self->total_unapplied_credits ) {
5767 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5771 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5772 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5774 my @invoices = $self->open_cust_bill;
5775 @invoices = sort { $b->_date <=> $a->_date } @invoices
5776 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5778 if ( $conf->exists('pkg-balances') ) {
5779 # limit @credits to those w/ a pkgnum grepped from $self
5781 foreach my $i (@invoices) {
5782 foreach my $li ( $i->cust_bill_pkg ) {
5783 $pkgnums{$li->pkgnum} = 1;
5786 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
5791 foreach my $cust_bill ( @invoices ) {
5793 if ( !defined($credit) || $credit->credited == 0) {
5794 $credit = pop @credits or last;
5798 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
5799 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
5801 $owed = $cust_bill->owed;
5803 unless ( $owed > 0 ) {
5804 push @credits, $credit;
5808 my $amount = min( $credit->credited, $owed );
5810 my $cust_credit_bill = new FS::cust_credit_bill ( {
5811 'crednum' => $credit->crednum,
5812 'invnum' => $cust_bill->invnum,
5813 'amount' => $amount,
5815 $cust_credit_bill->pkgnum( $credit->pkgnum )
5816 if $conf->exists('pkg-balances') && $credit->pkgnum;
5817 my $error = $cust_credit_bill->insert;
5819 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5823 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5827 my $total_unapplied_credits = $self->total_unapplied_credits;
5829 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5831 return $total_unapplied_credits;
5834 =item apply_payments [ OPTION => VALUE ... ]
5836 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5837 to outstanding invoice balances in chronological order.
5839 #and returns the value of any remaining unapplied payments.
5841 A hash of optional arguments may be passed. Currently "manual" is supported.
5842 If true, a payment receipt is sent instead of a statement when
5843 'payment_receipt_email' configuration option is set.
5845 Dies if there is an error.
5849 sub apply_payments {
5850 my( $self, %options ) = @_;
5852 local $SIG{HUP} = 'IGNORE';
5853 local $SIG{INT} = 'IGNORE';
5854 local $SIG{QUIT} = 'IGNORE';
5855 local $SIG{TERM} = 'IGNORE';
5856 local $SIG{TSTP} = 'IGNORE';
5857 local $SIG{PIPE} = 'IGNORE';
5859 my $oldAutoCommit = $FS::UID::AutoCommit;
5860 local $FS::UID::AutoCommit = 0;
5863 $self->select_for_update; #mutex
5867 my @payments = sort { $b->_date <=> $a->_date }
5868 grep { $_->unapplied > 0 }
5871 my @invoices = sort { $a->_date <=> $b->_date}
5872 grep { $_->owed > 0 }
5875 if ( $conf->exists('pkg-balances') ) {
5876 # limit @payments to those w/ a pkgnum grepped from $self
5878 foreach my $i (@invoices) {
5879 foreach my $li ( $i->cust_bill_pkg ) {
5880 $pkgnums{$li->pkgnum} = 1;
5883 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
5888 foreach my $cust_bill ( @invoices ) {
5890 if ( !defined($payment) || $payment->unapplied == 0 ) {
5891 $payment = pop @payments or last;
5895 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
5896 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
5898 $owed = $cust_bill->owed;
5900 unless ( $owed > 0 ) {
5901 push @payments, $payment;
5905 my $amount = min( $payment->unapplied, $owed );
5907 my $cust_bill_pay = new FS::cust_bill_pay ( {
5908 'paynum' => $payment->paynum,
5909 'invnum' => $cust_bill->invnum,
5910 'amount' => $amount,
5912 $cust_bill_pay->pkgnum( $payment->pkgnum )
5913 if $conf->exists('pkg-balances') && $payment->pkgnum;
5914 my $error = $cust_bill_pay->insert(%options);
5916 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5920 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
5924 my $total_unapplied_payments = $self->total_unapplied_payments;
5926 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5928 return $total_unapplied_payments;
5933 Returns the total owed for this customer on all invoices
5934 (see L<FS::cust_bill/owed>).
5940 $self->total_owed_date(2145859200); #12/31/2037
5943 =item total_owed_date TIME
5945 Returns the total owed for this customer on all invoices with date earlier than
5946 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5947 see L<Time::Local> and L<Date::Parse> for conversion functions.
5951 sub total_owed_date {
5955 my $custnum = $self->custnum;
5957 my $owed_sql = FS::cust_bill->owed_sql;
5960 SELECT SUM($owed_sql) FROM cust_bill
5961 WHERE custnum = $custnum
5965 sprintf( "%.2f", $self->scalar_sql($sql) );
5969 =item total_owed_pkgnum PKGNUM
5971 Returns the total owed on all invoices for this customer's specific package
5972 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
5976 sub total_owed_pkgnum {
5977 my( $self, $pkgnum ) = @_;
5978 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
5981 =item total_owed_date_pkgnum TIME PKGNUM
5983 Returns the total owed for this customer's specific package when using
5984 experimental package balances on all invoices with date earlier than
5985 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5986 see L<Time::Local> and L<Date::Parse> for conversion functions.
5990 sub total_owed_date_pkgnum {
5991 my( $self, $time, $pkgnum ) = @_;
5994 foreach my $cust_bill (
5995 grep { $_->_date <= $time }
5996 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5998 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
6000 sprintf( "%.2f", $total_bill );
6006 Returns the total amount of all payments.
6013 $total += $_->paid foreach $self->cust_pay;
6014 sprintf( "%.2f", $total );
6017 =item total_unapplied_credits
6019 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6020 customer. See L<FS::cust_credit/credited>.
6022 =item total_credited
6024 Old name for total_unapplied_credits. Don't use.
6028 sub total_credited {
6029 #carp "total_credited deprecated, use total_unapplied_credits";
6030 shift->total_unapplied_credits(@_);
6033 sub total_unapplied_credits {
6036 my $custnum = $self->custnum;
6038 my $unapplied_sql = FS::cust_credit->unapplied_sql;
6041 SELECT SUM($unapplied_sql) FROM cust_credit
6042 WHERE custnum = $custnum
6045 sprintf( "%.2f", $self->scalar_sql($sql) );
6049 =item total_unapplied_credits_pkgnum PKGNUM
6051 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6052 customer. See L<FS::cust_credit/credited>.
6056 sub total_unapplied_credits_pkgnum {
6057 my( $self, $pkgnum ) = @_;
6058 my $total_credit = 0;
6059 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
6060 sprintf( "%.2f", $total_credit );
6064 =item total_unapplied_payments
6066 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6067 See L<FS::cust_pay/unapplied>.
6071 sub total_unapplied_payments {
6074 my $custnum = $self->custnum;
6076 my $unapplied_sql = FS::cust_pay->unapplied_sql;
6079 SELECT SUM($unapplied_sql) FROM cust_pay
6080 WHERE custnum = $custnum
6083 sprintf( "%.2f", $self->scalar_sql($sql) );
6087 =item total_unapplied_payments_pkgnum PKGNUM
6089 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
6090 specific package when using experimental package balances. See
6091 L<FS::cust_pay/unapplied>.
6095 sub total_unapplied_payments_pkgnum {
6096 my( $self, $pkgnum ) = @_;
6097 my $total_unapplied = 0;
6098 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
6099 sprintf( "%.2f", $total_unapplied );
6103 =item total_unapplied_refunds
6105 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6106 customer. See L<FS::cust_refund/unapplied>.
6110 sub total_unapplied_refunds {
6112 my $custnum = $self->custnum;
6114 my $unapplied_sql = FS::cust_refund->unapplied_sql;
6117 SELECT SUM($unapplied_sql) FROM cust_refund
6118 WHERE custnum = $custnum
6121 sprintf( "%.2f", $self->scalar_sql($sql) );
6127 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6128 total_unapplied_credits minus total_unapplied_payments).
6134 $self->balance_date_range;
6137 =item balance_date TIME
6139 Returns the balance for this customer, only considering invoices with date
6140 earlier than TIME (total_owed_date minus total_credited minus
6141 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6142 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6149 $self->balance_date_range(shift);
6152 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
6154 Returns the balance for this customer, optionally considering invoices with
6155 date earlier than START_TIME, and not later than END_TIME
6156 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
6158 Times are specified as SQL fragments or numeric
6159 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
6160 L<Date::Parse> for conversion functions. The empty string can be passed
6161 to disable that time constraint completely.
6163 Available options are:
6167 =item unapplied_date
6169 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
6175 sub balance_date_range {
6177 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
6178 ') FROM cust_main WHERE custnum='. $self->custnum;
6179 sprintf( "%.2f", $self->scalar_sql($sql) );
6182 =item balance_pkgnum PKGNUM
6184 Returns the balance for this customer's specific package when using
6185 experimental package balances (total_owed plus total_unrefunded, minus
6186 total_unapplied_credits minus total_unapplied_payments)
6190 sub balance_pkgnum {
6191 my( $self, $pkgnum ) = @_;
6194 $self->total_owed_pkgnum($pkgnum)
6195 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
6196 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
6197 - $self->total_unapplied_credits_pkgnum($pkgnum)
6198 - $self->total_unapplied_payments_pkgnum($pkgnum)
6202 =item in_transit_payments
6204 Returns the total of requests for payments for this customer pending in
6205 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6209 sub in_transit_payments {
6211 my $in_transit_payments = 0;
6212 foreach my $pay_batch ( qsearch('pay_batch', {
6215 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6216 'batchnum' => $pay_batch->batchnum,
6217 'custnum' => $self->custnum,
6219 $in_transit_payments += $cust_pay_batch->amount;
6222 sprintf( "%.2f", $in_transit_payments );
6227 Returns a hash of useful information for making a payment.
6237 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6238 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6239 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6243 For credit card transactions:
6255 For electronic check transactions:
6270 $return{balance} = $self->balance;
6272 $return{payname} = $self->payname
6273 || ( $self->first. ' '. $self->get('last') );
6275 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6277 $return{payby} = $self->payby;
6278 $return{stateid_state} = $self->stateid_state;
6280 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6281 $return{card_type} = cardtype($self->payinfo);
6282 $return{payinfo} = $self->paymask;
6284 @return{'month', 'year'} = $self->paydate_monthyear;
6288 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6289 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6290 $return{payinfo1} = $payinfo1;
6291 $return{payinfo2} = $payinfo2;
6292 $return{paytype} = $self->paytype;
6293 $return{paystate} = $self->paystate;
6297 #doubleclick protection
6299 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6305 =item paydate_monthyear
6307 Returns a two-element list consisting of the month and year of this customer's
6308 paydate (credit card expiration date for CARD customers)
6312 sub paydate_monthyear {
6314 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6316 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6323 =item tax_exemption TAXNAME
6328 my( $self, $taxname ) = @_;
6330 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
6331 'taxname' => $taxname,
6336 =item cust_main_exemption
6340 sub cust_main_exemption {
6342 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
6345 =item invoicing_list [ ARRAYREF ]
6347 If an arguement is given, sets these email addresses as invoice recipients
6348 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6349 (except as warnings), so use check_invoicing_list first.
6351 Returns a list of email addresses (with svcnum entries expanded).
6353 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6354 check it without disturbing anything by passing nothing.
6356 This interface may change in the future.
6360 sub invoicing_list {
6361 my( $self, $arrayref ) = @_;
6364 my @cust_main_invoice;
6365 if ( $self->custnum ) {
6366 @cust_main_invoice =
6367 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6369 @cust_main_invoice = ();
6371 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6372 #warn $cust_main_invoice->destnum;
6373 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6374 #warn $cust_main_invoice->destnum;
6375 my $error = $cust_main_invoice->delete;
6376 warn $error if $error;
6379 if ( $self->custnum ) {
6380 @cust_main_invoice =
6381 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6383 @cust_main_invoice = ();
6385 my %seen = map { $_->address => 1 } @cust_main_invoice;
6386 foreach my $address ( @{$arrayref} ) {
6387 next if exists $seen{$address} && $seen{$address};
6388 $seen{$address} = 1;
6389 my $cust_main_invoice = new FS::cust_main_invoice ( {
6390 'custnum' => $self->custnum,
6393 my $error = $cust_main_invoice->insert;
6394 warn $error if $error;
6398 if ( $self->custnum ) {
6400 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6407 =item check_invoicing_list ARRAYREF
6409 Checks these arguements as valid input for the invoicing_list method. If there
6410 is an error, returns the error, otherwise returns false.
6414 sub check_invoicing_list {
6415 my( $self, $arrayref ) = @_;
6417 foreach my $address ( @$arrayref ) {
6419 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6420 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6423 my $cust_main_invoice = new FS::cust_main_invoice ( {
6424 'custnum' => $self->custnum,
6427 my $error = $self->custnum
6428 ? $cust_main_invoice->check
6429 : $cust_main_invoice->checkdest
6431 return $error if $error;
6435 return "Email address required"
6436 if $conf->exists('cust_main-require_invoicing_list_email')
6437 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6442 =item set_default_invoicing_list
6444 Sets the invoicing list to all accounts associated with this customer,
6445 overwriting any previous invoicing list.
6449 sub set_default_invoicing_list {
6451 $self->invoicing_list($self->all_emails);
6456 Returns the email addresses of all accounts provisioned for this customer.
6463 foreach my $cust_pkg ( $self->all_pkgs ) {
6464 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6466 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6467 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6469 $list{$_}=1 foreach map { $_->email } @svc_acct;
6474 =item invoicing_list_addpost
6476 Adds postal invoicing to this customer. If this customer is already configured
6477 to receive postal invoices, does nothing.
6481 sub invoicing_list_addpost {
6483 return if grep { $_ eq 'POST' } $self->invoicing_list;
6484 my @invoicing_list = $self->invoicing_list;
6485 push @invoicing_list, 'POST';
6486 $self->invoicing_list(\@invoicing_list);
6489 =item invoicing_list_emailonly
6491 Returns the list of email invoice recipients (invoicing_list without non-email
6492 destinations such as POST and FAX).
6496 sub invoicing_list_emailonly {
6498 warn "$me invoicing_list_emailonly called"
6500 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6503 =item invoicing_list_emailonly_scalar
6505 Returns the list of email invoice recipients (invoicing_list without non-email
6506 destinations such as POST and FAX) as a comma-separated scalar.
6510 sub invoicing_list_emailonly_scalar {
6512 warn "$me invoicing_list_emailonly_scalar called"
6514 join(', ', $self->invoicing_list_emailonly);
6517 =item referral_custnum_cust_main
6519 Returns the customer who referred this customer (or the empty string, if
6520 this customer was not referred).
6522 Note the difference with referral_cust_main method: This method,
6523 referral_custnum_cust_main returns the single customer (if any) who referred
6524 this customer, while referral_cust_main returns an array of customers referred
6529 sub referral_custnum_cust_main {
6531 return '' unless $self->referral_custnum;
6532 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6535 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6537 Returns an array of customers referred by this customer (referral_custnum set
6538 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6539 customers referred by customers referred by this customer and so on, inclusive.
6540 The default behavior is DEPTH 1 (no recursion).
6542 Note the difference with referral_custnum_cust_main method: This method,
6543 referral_cust_main, returns an array of customers referred BY this customer,
6544 while referral_custnum_cust_main returns the single customer (if any) who
6545 referred this customer.
6549 sub referral_cust_main {
6551 my $depth = @_ ? shift : 1;
6552 my $exclude = @_ ? shift : {};
6555 map { $exclude->{$_->custnum}++; $_; }
6556 grep { ! $exclude->{ $_->custnum } }
6557 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6561 map { $_->referral_cust_main($depth-1, $exclude) }
6568 =item referral_cust_main_ncancelled
6570 Same as referral_cust_main, except only returns customers with uncancelled
6575 sub referral_cust_main_ncancelled {
6577 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6580 =item referral_cust_pkg [ DEPTH ]
6582 Like referral_cust_main, except returns a flat list of all unsuspended (and
6583 uncancelled) packages for each customer. The number of items in this list may
6584 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6588 sub referral_cust_pkg {
6590 my $depth = @_ ? shift : 1;
6592 map { $_->unsuspended_pkgs }
6593 grep { $_->unsuspended_pkgs }
6594 $self->referral_cust_main($depth);
6597 =item referring_cust_main
6599 Returns the single cust_main record for the customer who referred this customer
6600 (referral_custnum), or false.
6604 sub referring_cust_main {
6606 return '' unless $self->referral_custnum;
6607 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6610 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6612 Applies a credit to this customer. If there is an error, returns the error,
6613 otherwise returns false.
6615 REASON can be a text string, an FS::reason object, or a scalar reference to
6616 a reasonnum. If a text string, it will be automatically inserted as a new
6617 reason, and a 'reason_type' option must be passed to indicate the
6618 FS::reason_type for the new reason.
6620 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6622 Any other options are passed to FS::cust_credit::insert.
6627 my( $self, $amount, $reason, %options ) = @_;
6629 my $cust_credit = new FS::cust_credit {
6630 'custnum' => $self->custnum,
6631 'amount' => $amount,
6634 if ( ref($reason) ) {
6636 if ( ref($reason) eq 'SCALAR' ) {
6637 $cust_credit->reasonnum( $$reason );
6639 $cust_credit->reasonnum( $reason->reasonnum );
6643 $cust_credit->set('reason', $reason)
6646 for (qw( addlinfo eventnum )) {
6647 $cust_credit->$_( delete $options{$_} )
6648 if exists($options{$_});
6651 $cust_credit->insert(%options);
6655 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6657 Creates a one-time charge for this customer. If there is an error, returns
6658 the error, otherwise returns false.
6660 New-style, with a hashref of options:
6662 my $error = $cust_main->charge(
6666 'start_date' => str2time('7/4/2009'),
6667 'pkg' => 'Description',
6668 'comment' => 'Comment',
6669 'additional' => [], #extra invoice detail
6670 'classnum' => 1, #pkg_class
6672 'setuptax' => '', # or 'Y' for tax exempt
6675 'taxclass' => 'Tax class',
6678 'taxproduct' => 2, #part_pkg_taxproduct
6679 'override' => {}, #XXX describe
6681 #will be filled in with the new object
6682 'cust_pkg_ref' => \$cust_pkg,
6684 #generate an invoice immediately
6686 'invoice_terms' => '', #with these terms
6692 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
6698 my ( $amount, $quantity, $start_date, $classnum );
6699 my ( $pkg, $comment, $additional );
6700 my ( $setuptax, $taxclass ); #internal taxes
6701 my ( $taxproduct, $override ); #vendor (CCH) taxes
6703 my $cust_pkg_ref = '';
6704 my ( $bill_now, $invoice_terms ) = ( 0, '' );
6705 if ( ref( $_[0] ) ) {
6706 $amount = $_[0]->{amount};
6707 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6708 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
6709 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
6710 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6711 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6712 : '$'. sprintf("%.2f",$amount);
6713 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6714 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6715 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6716 $additional = $_[0]->{additional} || [];
6717 $taxproduct = $_[0]->{taxproductnum};
6718 $override = { '' => $_[0]->{tax_override} };
6719 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
6720 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
6721 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
6726 $pkg = @_ ? shift : 'One-time charge';
6727 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6729 $taxclass = @_ ? shift : '';
6733 local $SIG{HUP} = 'IGNORE';
6734 local $SIG{INT} = 'IGNORE';
6735 local $SIG{QUIT} = 'IGNORE';
6736 local $SIG{TERM} = 'IGNORE';
6737 local $SIG{TSTP} = 'IGNORE';
6738 local $SIG{PIPE} = 'IGNORE';
6740 my $oldAutoCommit = $FS::UID::AutoCommit;
6741 local $FS::UID::AutoCommit = 0;
6744 my $part_pkg = new FS::part_pkg ( {
6746 'comment' => $comment,
6750 'classnum' => ( $classnum ? $classnum : '' ),
6751 'setuptax' => $setuptax,
6752 'taxclass' => $taxclass,
6753 'taxproductnum' => $taxproduct,
6756 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6757 ( 0 .. @$additional - 1 )
6759 'additional_count' => scalar(@$additional),
6760 'setup_fee' => $amount,
6763 my $error = $part_pkg->insert( options => \%options,
6764 tax_overrides => $override,
6767 $dbh->rollback if $oldAutoCommit;
6771 my $pkgpart = $part_pkg->pkgpart;
6772 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6773 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6774 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6775 $error = $type_pkgs->insert;
6777 $dbh->rollback if $oldAutoCommit;
6782 my $cust_pkg = new FS::cust_pkg ( {
6783 'custnum' => $self->custnum,
6784 'pkgpart' => $pkgpart,
6785 'quantity' => $quantity,
6786 'start_date' => $start_date,
6787 'no_auto' => $no_auto,
6790 $error = $cust_pkg->insert;
6792 $dbh->rollback if $oldAutoCommit;
6794 } elsif ( $cust_pkg_ref ) {
6795 ${$cust_pkg_ref} = $cust_pkg;
6799 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
6800 'pkg_list' => [ $cust_pkg ],
6803 $dbh->rollback if $oldAutoCommit;
6808 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6813 #=item charge_postal_fee
6815 #Applies a one time charge this customer. If there is an error,
6816 #returns the error, returns the cust_pkg charge object or false
6817 #if there was no charge.
6821 # This should be a customer event. For that to work requires that bill
6822 # also be a customer event.
6824 sub charge_postal_fee {
6827 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6828 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6830 my $cust_pkg = new FS::cust_pkg ( {
6831 'custnum' => $self->custnum,
6832 'pkgpart' => $pkgpart,
6836 my $error = $cust_pkg->insert;
6837 $error ? $error : $cust_pkg;
6842 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6848 map { $_ } #return $self->num_cust_bill unless wantarray;
6849 sort { $a->_date <=> $b->_date }
6850 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6853 =item open_cust_bill
6855 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6860 sub open_cust_bill {
6864 'table' => 'cust_bill',
6865 'hashref' => { 'custnum' => $self->custnum, },
6866 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6867 'order_by' => 'ORDER BY _date ASC',
6872 =item cust_statements
6874 Returns all the statements (see L<FS::cust_statement>) for this customer.
6878 sub cust_statement {
6880 map { $_ } #return $self->num_cust_statement unless wantarray;
6881 sort { $a->_date <=> $b->_date }
6882 qsearch('cust_statement', { 'custnum' => $self->custnum, } )
6887 Returns all the credits (see L<FS::cust_credit>) for this customer.
6893 map { $_ } #return $self->num_cust_credit unless wantarray;
6894 sort { $a->_date <=> $b->_date }
6895 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6898 =item cust_credit_pkgnum
6900 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
6901 package when using experimental package balances.
6905 sub cust_credit_pkgnum {
6906 my( $self, $pkgnum ) = @_;
6907 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
6908 sort { $a->_date <=> $b->_date }
6909 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
6910 'pkgnum' => $pkgnum,
6917 Returns all the payments (see L<FS::cust_pay>) for this customer.
6923 return $self->num_cust_pay unless wantarray;
6924 sort { $a->_date <=> $b->_date }
6925 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6930 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
6931 called automatically when the cust_pay method is used in a scalar context.
6937 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
6938 my $sth = dbh->prepare($sql) or die dbh->errstr;
6939 $sth->execute($self->custnum) or die $sth->errstr;
6940 $sth->fetchrow_arrayref->[0];
6943 =item cust_pay_pkgnum
6945 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
6946 package when using experimental package balances.
6950 sub cust_pay_pkgnum {
6951 my( $self, $pkgnum ) = @_;
6952 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
6953 sort { $a->_date <=> $b->_date }
6954 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
6955 'pkgnum' => $pkgnum,
6962 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6968 map { $_ } #return $self->num_cust_pay_void unless wantarray;
6969 sort { $a->_date <=> $b->_date }
6970 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6973 =item cust_pay_batch
6975 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6979 sub cust_pay_batch {
6981 map { $_ } #return $self->num_cust_pay_batch unless wantarray;
6982 sort { $a->paybatchnum <=> $b->paybatchnum }
6983 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6986 =item cust_pay_pending
6988 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6989 (without status "done").
6993 sub cust_pay_pending {
6995 return $self->num_cust_pay_pending unless wantarray;
6996 sort { $a->_date <=> $b->_date }
6997 qsearch( 'cust_pay_pending', {
6998 'custnum' => $self->custnum,
6999 'status' => { op=>'!=', value=>'done' },
7004 =item num_cust_pay_pending
7006 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
7007 customer (without status "done"). Also called automatically when the
7008 cust_pay_pending method is used in a scalar context.
7012 sub num_cust_pay_pending {
7014 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
7015 " WHERE custnum = ? AND status != 'done' ";
7016 my $sth = dbh->prepare($sql) or die dbh->errstr;
7017 $sth->execute($self->custnum) or die $sth->errstr;
7018 $sth->fetchrow_arrayref->[0];
7023 Returns all the refunds (see L<FS::cust_refund>) for this customer.
7029 map { $_ } #return $self->num_cust_refund unless wantarray;
7030 sort { $a->_date <=> $b->_date }
7031 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
7034 =item display_custnum
7036 Returns the displayed customer number for this customer: agent_custid if
7037 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
7041 sub display_custnum {
7043 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
7044 return $self->agent_custid;
7046 return $self->custnum;
7052 Returns a name string for this customer, either "Company (Last, First)" or
7059 my $name = $self->contact;
7060 $name = $self->company. " ($name)" if $self->company;
7066 Returns a name string for this (service/shipping) contact, either
7067 "Company (Last, First)" or "Last, First".
7073 if ( $self->get('ship_last') ) {
7074 my $name = $self->ship_contact;
7075 $name = $self->ship_company. " ($name)" if $self->ship_company;
7084 Returns a name string for this customer, either "Company" or "First Last".
7090 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
7093 =item ship_name_short
7095 Returns a name string for this (service/shipping) contact, either "Company"
7100 sub ship_name_short {
7102 if ( $self->get('ship_last') ) {
7103 $self->ship_company !~ /^\s*$/
7104 ? $self->ship_company
7105 : $self->ship_contact_firstlast;
7107 $self->name_company_or_firstlast;
7113 Returns this customer's full (billing) contact name only, "Last, First"
7119 $self->get('last'). ', '. $self->first;
7124 Returns this customer's full (shipping) contact name only, "Last, First"
7130 $self->get('ship_last')
7131 ? $self->get('ship_last'). ', '. $self->ship_first
7135 =item contact_firstlast
7137 Returns this customers full (billing) contact name only, "First Last".
7141 sub contact_firstlast {
7143 $self->first. ' '. $self->get('last');
7146 =item ship_contact_firstlast
7148 Returns this customer's full (shipping) contact name only, "First Last".
7152 sub ship_contact_firstlast {
7154 $self->get('ship_last')
7155 ? $self->first. ' '. $self->get('ship_last')
7156 : $self->contact_firstlast;
7161 Returns this customer's full country name
7167 code2country($self->country);
7170 =item geocode DATA_VENDOR
7172 Returns a value for the customer location as encoded by DATA_VENDOR.
7173 Currently this only makes sense for "CCH" as DATA_VENDOR.
7178 my ($self, $data_vendor) = (shift, shift); #always cch for now
7180 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
7181 return $geocode if $geocode;
7183 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
7187 my($zip,$plus4) = split /-/, $self->get("${prefix}zip")
7188 if $self->country eq 'US';
7192 #CCH specific location stuff
7193 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
7195 my @cust_tax_location =
7197 'table' => 'cust_tax_location',
7198 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
7199 'extra_sql' => $extra_sql,
7200 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
7203 $geocode = $cust_tax_location[0]->geocode
7204 if scalar(@cust_tax_location);
7213 Returns a status string for this customer, currently:
7217 =item prospect - No packages have ever been ordered
7219 =item ordered - Recurring packages all are new (not yet billed).
7221 =item active - One or more recurring packages is active
7223 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7225 =item suspended - All non-cancelled recurring packages are suspended
7227 =item cancelled - All recurring packages are cancelled
7233 sub status { shift->cust_status(@_); }
7237 # prospect ordered active inactive suspended cancelled
7238 for my $status ( FS::cust_main->statuses() ) {
7239 my $method = $status.'_sql';
7240 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7241 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7242 $sth->execute( ($self->custnum) x $numnum )
7243 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7244 return $status if $sth->fetchrow_arrayref->[0];
7248 =item ucfirst_cust_status
7250 =item ucfirst_status
7252 Returns the status with the first character capitalized.
7256 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7258 sub ucfirst_cust_status {
7260 ucfirst($self->cust_status);
7265 Returns a hex triplet color string for this customer's status.
7269 use vars qw(%statuscolor);
7270 tie %statuscolor, 'Tie::IxHash',
7271 'prospect' => '7e0079', #'000000', #black? naw, purple
7272 'active' => '00CC00', #green
7273 'ordered' => '009999', #teal? cyan?
7274 'inactive' => '0000CC', #blue
7275 'suspended' => 'FF9900', #yellow
7276 'cancelled' => 'FF0000', #red
7279 sub statuscolor { shift->cust_statuscolor(@_); }
7281 sub cust_statuscolor {
7283 $statuscolor{$self->cust_status};
7288 Returns an array of hashes representing the customer's RT tickets.
7295 my $num = $conf->config('cust_main-max_tickets') || 10;
7298 if ( $conf->config('ticket_system') ) {
7299 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7301 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7305 foreach my $priority (
7306 $conf->config('ticket_system-custom_priority_field-values'), ''
7308 last if scalar(@tickets) >= $num;
7310 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7311 $num - scalar(@tickets),
7321 # Return services representing svc_accts in customer support packages
7322 sub support_services {
7324 my %packages = map { $_ => 1 } $conf->config('support_packages');
7326 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7327 grep { $_->part_svc->svcdb eq 'svc_acct' }
7328 map { $_->cust_svc }
7329 grep { exists $packages{ $_->pkgpart } }
7330 $self->ncancelled_pkgs;
7334 # Return a list of latitude/longitude for one of the services (if any)
7335 sub service_coordinates {
7339 grep { $_->latitude && $_->longitude }
7341 map { $_->cust_svc }
7342 $self->ncancelled_pkgs;
7344 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
7349 =head1 CLASS METHODS
7355 Class method that returns the list of possible status strings for customers
7356 (see L<the status method|/status>). For example:
7358 @statuses = FS::cust_main->statuses();
7363 #my $self = shift; #could be class...
7369 Returns an SQL expression identifying prospective cust_main records (customers
7370 with no packages ever ordered)
7374 use vars qw($select_count_pkgs);
7375 $select_count_pkgs =
7376 "SELECT COUNT(*) FROM cust_pkg
7377 WHERE cust_pkg.custnum = cust_main.custnum";
7379 sub select_count_pkgs_sql {
7384 " 0 = ( $select_count_pkgs ) ";
7389 Returns an SQL expression identifying ordered cust_main records (customers with
7390 recurring packages not yet setup).
7395 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->ordered_sql. " ) ";
7400 Returns an SQL expression identifying active cust_main records (customers with
7401 active recurring packages).
7406 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
7411 Returns an SQL expression identifying inactive cust_main records (customers with
7412 no active recurring packages, but otherwise unsuspended/uncancelled).
7416 sub inactive_sql { "
7417 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7419 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7425 Returns an SQL expression identifying suspended cust_main records.
7430 sub suspended_sql { susp_sql(@_); }
7432 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7434 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7440 Returns an SQL expression identifying cancelled cust_main records.
7444 sub cancelled_sql { cancel_sql(@_); }
7447 my $recurring_sql = FS::cust_pkg->recurring_sql;
7448 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7451 0 < ( $select_count_pkgs )
7452 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7453 AND 0 = ( $select_count_pkgs AND $recurring_sql
7454 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7456 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7462 =item uncancelled_sql
7464 Returns an SQL expression identifying un-cancelled cust_main records.
7468 sub uncancelled_sql { uncancel_sql(@_); }
7469 sub uncancel_sql { "
7470 ( 0 < ( $select_count_pkgs
7471 AND ( cust_pkg.cancel IS NULL
7472 OR cust_pkg.cancel = 0
7475 OR 0 = ( $select_count_pkgs )
7481 Returns an SQL fragment to retreive the balance.
7486 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7487 WHERE cust_bill.custnum = cust_main.custnum )
7488 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7489 WHERE cust_pay.custnum = cust_main.custnum )
7490 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7491 WHERE cust_credit.custnum = cust_main.custnum )
7492 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7493 WHERE cust_refund.custnum = cust_main.custnum )
7496 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
7498 Returns an SQL fragment to retreive the balance for this customer, optionally
7499 considering invoices with date earlier than START_TIME, and not
7500 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7501 total_unapplied_payments).
7503 Times are specified as SQL fragments or numeric
7504 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7505 L<Date::Parse> for conversion functions. The empty string can be passed
7506 to disable that time constraint completely.
7508 Available options are:
7512 =item unapplied_date
7514 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
7519 set to true to remove all customer comparison clauses, for totals
7524 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7529 JOIN clause (typically used with the total option)
7533 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
7534 time will be ignored. Note that START_TIME and END_TIME only limit the date
7535 range for invoices and I<unapplied> payments, credits, and refunds.
7541 sub balance_date_sql {
7542 my( $class, $start, $end, %opt ) = @_;
7544 my $cutoff = $opt{'cutoff'};
7546 my $owed = FS::cust_bill->owed_sql($cutoff);
7547 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
7548 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
7549 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7551 my $j = $opt{'join'} || '';
7553 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7554 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7555 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7556 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7558 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7559 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7560 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7561 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7566 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
7568 Returns an SQL fragment to retreive the total unapplied payments for this
7569 customer, only considering invoices with date earlier than START_TIME, and
7570 optionally not later than END_TIME.
7572 Times are specified as SQL fragments or numeric
7573 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7574 L<Date::Parse> for conversion functions. The empty string can be passed
7575 to disable that time constraint completely.
7577 Available options are:
7581 sub unapplied_payments_date_sql {
7582 my( $class, $start, $end, %opt ) = @_;
7584 my $cutoff = $opt{'cutoff'};
7586 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
7588 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
7589 'unapplied_date'=>1 );
7591 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
7594 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7596 Helper method for balance_date_sql; name (and usage) subject to change
7597 (suggestions welcome).
7599 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7600 cust_refund, cust_credit or cust_pay).
7602 If TABLE is "cust_bill" or the unapplied_date option is true, only
7603 considers records with date earlier than START_TIME, and optionally not
7604 later than END_TIME .
7608 sub _money_table_where {
7609 my( $class, $table, $start, $end, %opt ) = @_;
7612 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7613 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7614 push @where, "$table._date <= $start" if defined($start) && length($start);
7615 push @where, "$table._date > $end" if defined($end) && length($end);
7617 push @where, @{$opt{'where'}} if $opt{'where'};
7618 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7624 =item search HASHREF
7628 Returns a qsearch hash expression to search for parameters specified in
7629 HASHREF. Valid parameters are
7637 =item cancelled_pkgs
7643 listref of start date, end date
7653 =item current_balance
7655 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7659 =item flattened_pkgs
7668 my ($class, $params) = @_;
7679 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7681 "cust_main.agentnum = $1";
7685 # do the same for user
7688 if ( $params->{'usernum'} =~ /^(\d+)$/ and $1 ) {
7690 "cust_main.usernum = $1";
7697 #prospect ordered active inactive suspended cancelled
7698 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7699 my $method = $params->{'status'}. '_sql';
7700 #push @where, $class->$method();
7701 push @where, FS::cust_main->$method();
7705 # parse cancelled package checkbox
7710 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7711 unless $params->{'cancelled_pkgs'};
7714 # parse without census tract checkbox
7717 push @where, "(censustract = '' or censustract is null)"
7718 if $params->{'no_censustract'};
7724 foreach my $field (qw( signupdate )) {
7726 next unless exists($params->{$field});
7728 my($beginning, $ending, $hour) = @{$params->{$field}};
7731 "cust_main.$field IS NOT NULL",
7732 "cust_main.$field >= $beginning",
7733 "cust_main.$field <= $ending";
7735 # XXX: do this for mysql and/or pull it out of here
7737 if ($dbh->{Driver}->{Name} eq 'Pg') {
7738 push @where, "extract(hour from to_timestamp(cust_main.$field)) = $hour";
7741 warn "search by time of day not supported on ".$dbh->{Driver}->{Name}." databases";
7745 $orderby ||= "ORDER BY cust_main.$field";
7753 if ( $params->{'classnum'} ) {
7755 my @classnum = ref( $params->{'classnum'} )
7756 ? @{ $params->{'classnum'} }
7757 : ( $params->{'classnum'} );
7759 @classnum = grep /^(\d*)$/, @classnum;
7762 push @where, '( '. join(' OR ', map {
7763 $_ ? "cust_main.classnum = $_"
7764 : "cust_main.classnum IS NULL"
7777 if ( $params->{'payby'} ) {
7779 my @payby = ref( $params->{'payby'} )
7780 ? @{ $params->{'payby'} }
7781 : ( $params->{'payby'} );
7783 @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7785 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )'
7791 # paydate_year / paydate_month
7794 if ( $params->{'paydate_year'} =~ /^(\d{4})$/ ) {
7796 $params->{'paydate_month'} =~ /^(\d\d?)$/
7797 or die "paydate_year without paydate_month?";
7801 'paydate IS NOT NULL',
7803 "CAST(paydate AS timestamp) < CAST('$year-$month-01' AS timestamp )"
7811 if ( $params->{'invoice_terms'} =~ /^([\w ]+)$/ ) {
7813 if ( $1 eq 'NULL' ) {
7815 "( cust_main.invoice_terms IS NULL OR cust_main.invoice_terms = '' )";
7818 "cust_main.invoice_terms IS NOT NULL",
7819 "cust_main.invoice_terms = '$1'";
7827 if ( $params->{'current_balance'} ) {
7829 #my $balance_sql = $class->balance_sql();
7830 my $balance_sql = FS::cust_main->balance_sql();
7832 my @current_balance =
7833 ref( $params->{'current_balance'} )
7834 ? @{ $params->{'current_balance'} }
7835 : ( $params->{'current_balance'} );
7837 push @where, map { s/current_balance/$balance_sql/; $_ }
7846 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7848 "cust_main.custbatch = '$1'";
7852 # setup queries, subs, etc. for the search
7855 $orderby ||= 'ORDER BY custnum';
7857 # here is the agent virtualization
7858 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7860 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7862 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7864 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7866 my $select = join(', ',
7867 'cust_main.custnum',
7868 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7871 my(@extra_headers) = ();
7872 my(@extra_fields) = ();
7874 if ($params->{'flattened_pkgs'}) {
7876 if ($dbh->{Driver}->{Name} eq 'Pg') {
7878 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7880 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7881 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7882 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7884 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7885 "omitting packing information from report.";
7888 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7890 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7891 $sth->execute() or die $sth->errstr;
7892 my $headerrow = $sth->fetchrow_arrayref;
7893 my $headercount = $headerrow ? $headerrow->[0] : 0;
7894 while($headercount) {
7895 unshift @extra_headers, "Package ". $headercount;
7896 unshift @extra_fields, eval q!sub {my $c = shift;
7897 my @a = split '\|', $c->magic;
7898 my $p = $a[!.--$headercount. q!];
7906 'table' => 'cust_main',
7907 'select' => $select,
7909 'extra_sql' => $extra_sql,
7910 'order_by' => $orderby,
7911 'count_query' => $count_query,
7912 'extra_headers' => \@extra_headers,
7913 'extra_fields' => \@extra_fields,
7918 =item email_search_result HASHREF
7922 Emails a notice to the specified customers.
7924 Valid parameters are those of the L<search> method, plus the following:
7946 Optional job queue job for status updates.
7950 Returns an error message, or false for success.
7952 If an error occurs during any email, stops the enture send and returns that
7953 error. Presumably if you're getting SMTP errors aborting is better than
7954 retrying everything.
7958 sub email_search_result {
7959 my($class, $params) = @_;
7961 my $from = delete $params->{from};
7962 my $subject = delete $params->{subject};
7963 my $html_body = delete $params->{html_body};
7964 my $text_body = delete $params->{text_body};
7966 my $job = delete $params->{'job'};
7968 $params->{'payby'} = [ split(/\0/, $params->{'payby'}) ]
7969 unless ref($params->{'payby'});
7971 my $sql_query = $class->search($params);
7973 my $count_query = delete($sql_query->{'count_query'});
7974 my $count_sth = dbh->prepare($count_query)
7975 or die "Error preparing $count_query: ". dbh->errstr;
7977 or die "Error executing $count_query: ". $count_sth->errstr;
7978 my $count_arrayref = $count_sth->fetchrow_arrayref;
7979 my $num_cust = $count_arrayref->[0];
7981 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7982 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7985 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7987 #eventually order+limit magic to reduce memory use?
7988 foreach my $cust_main ( qsearch($sql_query) ) {
7990 my $to = $cust_main->invoicing_list_emailonly_scalar;
7993 my $error = send_email(
7997 'subject' => $subject,
7998 'html_body' => $html_body,
7999 'text_body' => $text_body,
8002 return $error if $error;
8004 if ( $job ) { #progressbar foo
8006 if ( time - $min_sec > $last ) {
8007 my $error = $job->update_statustext(
8008 int( 100 * $num / $num_cust )
8010 die $error if $error;
8020 use Storable qw(thaw);
8023 sub process_email_search_result {
8025 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
8027 my $param = thaw(decode_base64(shift));
8028 warn Dumper($param) if $DEBUG;
8030 $param->{'job'} = $job;
8032 $param->{'payby'} = [ split(/\0/, $param->{'payby'}) ]
8033 unless ref($param->{'payby'});
8035 my $error = FS::cust_main->email_search_result( $param );
8036 die $error if $error;
8040 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
8042 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
8043 records. Currently, I<first>, I<last>, I<company> and/or I<address1> may be
8044 specified (the appropriate ship_ field is also searched).
8046 Additional options are the same as FS::Record::qsearch
8051 my( $self, $fuzzy, $hash, @opt) = @_;
8056 check_and_rebuild_fuzzyfiles();
8057 foreach my $field ( keys %$fuzzy ) {
8059 my $all = $self->all_X($field);
8060 next unless scalar(@$all);
8063 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
8066 foreach ( keys %match ) {
8067 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
8068 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
8071 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
8074 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
8076 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
8084 Returns a masked version of the named field
8089 my ($self,$field) = @_;
8093 'x'x(length($self->getfield($field))-4).
8094 substr($self->getfield($field), (length($self->getfield($field))-4));
8104 =item smart_search OPTION => VALUE ...
8106 Accepts the following options: I<search>, the string to search for. The string
8107 will be searched for as a customer number, phone number, name or company name,
8108 as an exact, or, in some cases, a substring or fuzzy match (see the source code
8109 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
8110 skip fuzzy matching when an exact match is found.
8112 Any additional options are treated as an additional qualifier on the search
8115 Returns a (possibly empty) array of FS::cust_main objects.
8122 #here is the agent virtualization
8123 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8127 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
8128 my $search = delete $options{'search'};
8129 ( my $alphanum_search = $search ) =~ s/\W//g;
8131 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
8133 #false laziness w/Record::ut_phone
8134 my $phonen = "$1-$2-$3";
8135 $phonen .= " x$4" if $4;
8137 push @cust_main, qsearch( {
8138 'table' => 'cust_main',
8139 'hashref' => { %options },
8140 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8142 join(' OR ', map "$_ = '$phonen'",
8143 qw( daytime night fax
8144 ship_daytime ship_night ship_fax )
8147 " AND $agentnums_sql", #agent virtualization
8150 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
8151 #try looking for matches with extensions unless one was specified
8153 push @cust_main, qsearch( {
8154 'table' => 'cust_main',
8155 'hashref' => { %options },
8156 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
8158 join(' OR ', map "$_ LIKE '$phonen\%'",
8160 ship_daytime ship_night )
8163 " AND $agentnums_sql", #agent virtualization
8168 # custnum search (also try agent_custid), with some tweaking options if your
8169 # legacy cust "numbers" have letters
8172 if ( $search =~ /^\s*(\d+)\s*$/
8173 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
8174 && $search =~ /^\s*(\w\w?\d+)\s*$/
8176 || ( $conf->exists('address1-search' )
8177 && $search =~ /^\s*(\d+\-?\w*)\s*$/ #i.e. 1234A or 9432-D
8184 if ( $num =~ /^(\d+)$/ && $num <= 2147483647 ) { #need a bigint custnum? wow
8185 push @cust_main, qsearch( {
8186 'table' => 'cust_main',
8187 'hashref' => { 'custnum' => $num, %options },
8188 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8192 push @cust_main, qsearch( {
8193 'table' => 'cust_main',
8194 'hashref' => { 'agent_custid' => $num, %options },
8195 'extra_sql' => " AND $agentnums_sql", #agent virtualization
8198 if ( $conf->exists('address1-search') ) {
8199 my $len = length($num);
8201 foreach my $prefix ( '', 'ship_' ) {
8202 push @cust_main, qsearch( {
8203 'table' => 'cust_main',
8204 'hashref' => { %options, },
8206 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8207 " LOWER(SUBSTRING(${prefix}address1 FROM 1 FOR $len)) = '$num' ".
8208 " AND $agentnums_sql",
8213 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
8215 my($company, $last, $first) = ( $1, $2, $3 );
8217 # "Company (Last, First)"
8218 #this is probably something a browser remembered,
8219 #so just do an exact search (but case-insensitive, so USPS standardization
8220 #doesn't throw a wrench in the works)
8222 foreach my $prefix ( '', 'ship_' ) {
8223 push @cust_main, qsearch( {
8224 'table' => 'cust_main',
8225 'hashref' => { %options },
8227 ( keys(%options) ? ' AND ' : ' WHERE ' ).
8229 " LOWER(${prefix}first) = ". dbh->quote(lc($first)),
8230 " LOWER(${prefix}last) = ". dbh->quote(lc($last)),
8231 " LOWER(${prefix}company) = ". dbh->quote(lc($company)),
8237 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
8238 # try (ship_){last,company}
8242 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
8243 # # full strings the browser remembers won't work
8244 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
8246 use Lingua::EN::NameParse;
8247 my $NameParse = new Lingua::EN::NameParse(
8249 allow_reversed => 1,
8252 my($last, $first) = ( '', '' );
8253 #maybe disable this too and just rely on NameParse?
8254 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
8256 ($last, $first) = ( $1, $2 );
8258 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
8259 } elsif ( ! $NameParse->parse($value) ) {
8261 my %name = $NameParse->components;
8262 $first = $name{'given_name_1'};
8263 $last = $name{'surname_1'};
8267 if ( $first && $last ) {
8269 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
8272 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8274 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
8275 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
8278 push @cust_main, qsearch( {
8279 'table' => 'cust_main',
8280 'hashref' => \%options,
8281 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8284 # or it just be something that was typed in... (try that in a sec)
8288 my $q_value = dbh->quote($value);
8291 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
8292 $sql .= " ( LOWER(last) = $q_value
8293 OR LOWER(company) = $q_value
8294 OR LOWER(ship_last) = $q_value
8295 OR LOWER(ship_company) = $q_value
8297 $sql .= " OR LOWER(address1) = $q_value
8298 OR LOWER(ship_address1) = $q_value
8300 if $conf->exists('address1-search');
8303 push @cust_main, qsearch( {
8304 'table' => 'cust_main',
8305 'hashref' => \%options,
8306 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
8309 #no exact match, trying substring/fuzzy
8310 #always do substring & fuzzy (unless they're explicity config'ed off)
8311 #getting complaints searches are not returning enough
8312 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
8314 #still some false laziness w/search (was search/cust_main.cgi)
8319 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
8320 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
8323 if ( $first && $last ) {
8326 { 'first' => { op=>'ILIKE', value=>"%$first%" },
8327 'last' => { op=>'ILIKE', value=>"%$last%" },
8329 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
8330 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
8337 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
8338 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
8342 if ( $conf->exists('address1-search') ) {
8344 { 'address1' => { op=>'ILIKE', value=>"%$value%" }, },
8345 { 'ship_address1' => { op=>'ILIKE', value=>"%$value%" }, },
8349 foreach my $hashref ( @hashrefs ) {
8351 push @cust_main, qsearch( {
8352 'table' => 'cust_main',
8353 'hashref' => { %$hashref,
8356 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
8365 " AND $agentnums_sql", #extra_sql #agent virtualization
8368 if ( $first && $last ) {
8369 push @cust_main, FS::cust_main->fuzzy_search(
8370 { 'last' => $last, #fuzzy hashref
8371 'first' => $first }, #
8375 foreach my $field ( 'last', 'company' ) {
8377 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
8379 if ( $conf->exists('address1-search') ) {
8381 FS::cust_main->fuzzy_search( { 'address1' => $value }, @fuzopts );
8388 #eliminate duplicates
8390 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8398 Accepts the following options: I<email>, the email address to search for. The
8399 email address will be searched for as an email invoice destination and as an
8402 #Any additional options are treated as an additional qualifier on the search
8403 #(i.e. I<agentnum>).
8405 Returns a (possibly empty) array of FS::cust_main objects (but usually just
8415 my $email = delete $options{'email'};
8417 #we're only being used by RT at the moment... no agent virtualization yet
8418 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8422 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8424 my ( $user, $domain ) = ( $1, $2 );
8426 warn "$me smart_search: searching for $user in domain $domain"
8432 'table' => 'cust_main_invoice',
8433 'hashref' => { 'dest' => $email },
8440 map $_->cust_svc->cust_pkg,
8442 'table' => 'svc_acct',
8443 'hashref' => { 'username' => $user, },
8445 'AND ( SELECT domain FROM svc_domain
8446 WHERE svc_acct.domsvc = svc_domain.svcnum
8447 ) = '. dbh->quote($domain),
8453 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8455 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8462 =item check_and_rebuild_fuzzyfiles
8466 sub check_and_rebuild_fuzzyfiles {
8467 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8468 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8471 =item rebuild_fuzzyfiles
8475 sub rebuild_fuzzyfiles {
8477 use Fcntl qw(:flock);
8479 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8480 mkdir $dir, 0700 unless -d $dir;
8482 foreach my $fuzzy ( @fuzzyfields ) {
8484 open(LOCK,">>$dir/cust_main.$fuzzy")
8485 or die "can't open $dir/cust_main.$fuzzy: $!";
8487 or die "can't lock $dir/cust_main.$fuzzy: $!";
8489 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8490 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8492 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8493 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8494 " WHERE $field != '' AND $field IS NOT NULL");
8495 $sth->execute or die $sth->errstr;
8497 while ( my $row = $sth->fetchrow_arrayref ) {
8498 print CACHE $row->[0]. "\n";
8503 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8505 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8516 my( $self, $field ) = @_;
8517 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8518 open(CACHE,"<$dir/cust_main.$field")
8519 or die "can't open $dir/cust_main.$field: $!";
8520 my @array = map { chomp; $_; } <CACHE>;
8525 =item append_fuzzyfiles FIRSTNAME LASTNAME COMPANY ADDRESS1
8529 sub append_fuzzyfiles {
8530 #my( $first, $last, $company ) = @_;
8532 &check_and_rebuild_fuzzyfiles;
8534 use Fcntl qw(:flock);
8536 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8538 foreach my $field (@fuzzyfields) {
8543 open(CACHE,">>$dir/cust_main.$field")
8544 or die "can't open $dir/cust_main.$field: $!";
8545 flock(CACHE,LOCK_EX)
8546 or die "can't lock $dir/cust_main.$field: $!";
8548 print CACHE "$value\n";
8550 flock(CACHE,LOCK_UN)
8551 or die "can't unlock $dir/cust_main.$field: $!";
8566 #warn join('-',keys %$param);
8567 my $fh = $param->{filehandle};
8568 my @fields = @{$param->{fields}};
8570 eval "use Text::CSV_XS;";
8573 my $csv = new Text::CSV_XS;
8580 local $SIG{HUP} = 'IGNORE';
8581 local $SIG{INT} = 'IGNORE';
8582 local $SIG{QUIT} = 'IGNORE';
8583 local $SIG{TERM} = 'IGNORE';
8584 local $SIG{TSTP} = 'IGNORE';
8585 local $SIG{PIPE} = 'IGNORE';
8587 my $oldAutoCommit = $FS::UID::AutoCommit;
8588 local $FS::UID::AutoCommit = 0;
8591 #while ( $columns = $csv->getline($fh) ) {
8593 while ( defined($line=<$fh>) ) {
8595 $csv->parse($line) or do {
8596 $dbh->rollback if $oldAutoCommit;
8597 return "can't parse: ". $csv->error_input();
8600 my @columns = $csv->fields();
8601 #warn join('-',@columns);
8604 foreach my $field ( @fields ) {
8605 $row{$field} = shift @columns;
8608 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8609 unless ( $cust_main ) {
8610 $dbh->rollback if $oldAutoCommit;
8611 return "unknown custnum $row{'custnum'}";
8614 if ( $row{'amount'} > 0 ) {
8615 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8617 $dbh->rollback if $oldAutoCommit;
8621 } elsif ( $row{'amount'} < 0 ) {
8622 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8625 $dbh->rollback if $oldAutoCommit;
8635 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8637 return "Empty file!" unless $imported;
8643 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8645 Sends a templated email notification to the customer (see L<Text::Template>).
8647 OPTIONS is a hash and may include
8649 I<from> - the email sender (default is invoice_from)
8651 I<to> - comma-separated scalar or arrayref of recipients
8652 (default is invoicing_list)
8654 I<subject> - The subject line of the sent email notification
8655 (default is "Notice from company_name")
8657 I<extra_fields> - a hashref of name/value pairs which will be substituted
8660 The following variables are vavailable in the template.
8662 I<$first> - the customer first name
8663 I<$last> - the customer last name
8664 I<$company> - the customer company
8665 I<$payby> - a description of the method of payment for the customer
8666 # would be nice to use FS::payby::shortname
8667 I<$payinfo> - the account information used to collect for this customer
8668 I<$expdate> - the expiration of the customer payment in seconds from epoch
8673 my ($self, $template, %options) = @_;
8675 return unless $conf->exists($template);
8677 my $from = $conf->config('invoice_from', $self->agentnum)
8678 if $conf->exists('invoice_from', $self->agentnum);
8679 $from = $options{from} if exists($options{from});
8681 my $to = join(',', $self->invoicing_list_emailonly);
8682 $to = $options{to} if exists($options{to});
8684 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8685 if $conf->exists('company_name', $self->agentnum);
8686 $subject = $options{subject} if exists($options{subject});
8688 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8689 SOURCE => [ map "$_\n",
8690 $conf->config($template)]
8692 or die "can't create new Text::Template object: Text::Template::ERROR";
8693 $notify_template->compile()
8694 or die "can't compile template: Text::Template::ERROR";
8696 $FS::notify_template::_template::company_name =
8697 $conf->config('company_name', $self->agentnum);
8698 $FS::notify_template::_template::company_address =
8699 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8701 my $paydate = $self->paydate || '2037-12-31';
8702 $FS::notify_template::_template::first = $self->first;
8703 $FS::notify_template::_template::last = $self->last;
8704 $FS::notify_template::_template::company = $self->company;
8705 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8706 my $payby = $self->payby;
8707 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8708 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8710 #credit cards expire at the end of the month/year of their exp date
8711 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8712 $FS::notify_template::_template::payby = 'credit card';
8713 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8714 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8716 }elsif ($payby eq 'COMP') {
8717 $FS::notify_template::_template::payby = 'complimentary account';
8719 $FS::notify_template::_template::payby = 'current method';
8721 $FS::notify_template::_template::expdate = $expire_time;
8723 for (keys %{$options{extra_fields}}){
8725 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8728 send_email(from => $from,
8730 subject => $subject,
8731 body => $notify_template->fill_in( PACKAGE =>
8732 'FS::notify_template::_template' ),
8737 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8739 Generates a templated notification to the customer (see L<Text::Template>).
8741 OPTIONS is a hash and may include
8743 I<extra_fields> - a hashref of name/value pairs which will be substituted
8744 into the template. These values may override values mentioned below
8745 and those from the customer record.
8747 The following variables are available in the template instead of or in addition
8748 to the fields of the customer record.
8750 I<$payby> - a description of the method of payment for the customer
8751 # would be nice to use FS::payby::shortname
8752 I<$payinfo> - the masked account information used to collect for this customer
8753 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8754 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8758 sub generate_letter {
8759 my ($self, $template, %options) = @_;
8761 return unless $conf->exists($template);
8763 my $letter_template = new Text::Template
8765 SOURCE => [ map "$_\n", $conf->config($template)],
8766 DELIMITERS => [ '[@--', '--@]' ],
8768 or die "can't create new Text::Template object: Text::Template::ERROR";
8770 $letter_template->compile()
8771 or die "can't compile template: Text::Template::ERROR";
8773 my %letter_data = map { $_ => $self->$_ } $self->fields;
8774 $letter_data{payinfo} = $self->mask_payinfo;
8776 #my $paydate = $self->paydate || '2037-12-31';
8777 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8779 my $payby = $self->payby;
8780 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8781 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8783 #credit cards expire at the end of the month/year of their exp date
8784 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8785 $letter_data{payby} = 'credit card';
8786 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8787 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8789 }elsif ($payby eq 'COMP') {
8790 $letter_data{payby} = 'complimentary account';
8792 $letter_data{payby} = 'current method';
8794 $letter_data{expdate} = $expire_time;
8796 for (keys %{$options{extra_fields}}){
8797 $letter_data{$_} = $options{extra_fields}->{$_};
8800 unless(exists($letter_data{returnaddress})){
8801 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8802 $self->agent_template)
8804 if ( length($retadd) ) {
8805 $letter_data{returnaddress} = $retadd;
8806 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8807 $letter_data{returnaddress} =
8808 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8809 $conf->config('company_address', $self->agentnum)
8812 $letter_data{returnaddress} = '~';
8816 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8818 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8820 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8821 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8825 ) or die "can't open temp file: $!\n";
8827 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8829 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8833 =item print_ps TEMPLATE
8835 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8841 my $file = $self->generate_letter(@_);
8842 FS::Misc::generate_ps($file);
8845 =item print TEMPLATE
8847 Prints the filled in template.
8849 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8853 sub queueable_print {
8856 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8857 or die "invalid customer number: " . $opt{custvnum};
8859 my $error = $self->print( $opt{template} );
8860 die $error if $error;
8864 my ($self, $template) = (shift, shift);
8865 do_print [ $self->print_ps($template) ];
8868 #these three subs should just go away once agent stuff is all config overrides
8870 sub agent_template {
8872 $self->_agent_plandata('agent_templatename');
8875 sub agent_invoice_from {
8877 $self->_agent_plandata('agent_invoice_from');
8880 sub _agent_plandata {
8881 my( $self, $option ) = @_;
8883 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8884 #agent-specific Conf
8886 use FS::part_event::Condition;
8888 my $agentnum = $self->agentnum;
8890 my $regexp = regexp_sql();
8892 my $part_event_option =
8894 'select' => 'part_event_option.*',
8895 'table' => 'part_event_option',
8897 LEFT JOIN part_event USING ( eventpart )
8898 LEFT JOIN part_event_option AS peo_agentnum
8899 ON ( part_event.eventpart = peo_agentnum.eventpart
8900 AND peo_agentnum.optionname = 'agentnum'
8901 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8903 LEFT JOIN part_event_condition
8904 ON ( part_event.eventpart = part_event_condition.eventpart
8905 AND part_event_condition.conditionname = 'cust_bill_age'
8907 LEFT JOIN part_event_condition_option
8908 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8909 AND part_event_condition_option.optionname = 'age'
8912 #'hashref' => { 'optionname' => $option },
8913 #'hashref' => { 'part_event_option.optionname' => $option },
8915 " WHERE part_event_option.optionname = ". dbh->quote($option).
8916 " AND action = 'cust_bill_send_agent' ".
8917 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8918 " AND peo_agentnum.optionname = 'agentnum' ".
8919 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8921 CASE WHEN part_event_condition_option.optionname IS NULL
8923 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8925 , part_event.weight".
8929 unless ( $part_event_option ) {
8930 return $self->agent->invoice_template || ''
8931 if $option eq 'agent_templatename';
8935 $part_event_option->optionvalue;
8939 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
8941 Subroutine (not a method), designed to be called from the queue.
8943 Takes a list of options and values.
8945 Pulls up the customer record via the custnum option and calls bill_and_collect.
8950 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8952 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8953 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
8955 $cust_main->bill_and_collect( %args );
8958 sub _upgrade_data { #class method
8959 my ($class, %opts) = @_;
8961 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8962 my $sth = dbh->prepare($sql) or die dbh->errstr;
8963 $sth->execute or die $sth->errstr;
8965 local($ignore_expired_card) = 1;
8966 $class->_upgrade_otaker(%opts);
8976 The delete method should possibly take an FS::cust_main object reference
8977 instead of a scalar customer number.
8979 Bill and collect options should probably be passed as references instead of a
8982 There should probably be a configuration file with a list of allowed credit
8985 No multiple currency support (probably a larger project than just this module).
8987 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8989 Birthdates rely on negative epoch values.
8991 The payby for card/check batches is broken. With mixed batching, bad
8994 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8998 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8999 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
9000 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.