5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal);
15 use Digest::MD5 qw(md5_base64);
18 use File::Temp qw( tempfile );
19 use String::Approx qw(amatch);
20 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( generate_email send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
30 use FS::cust_bill_pkg;
31 use FS::cust_bill_pkg_display;
32 use FS::cust_bill_pkg_tax_location;
33 use FS::cust_bill_pkg_tax_rate_location;
35 use FS::cust_pay_pending;
36 use FS::cust_pay_void;
37 use FS::cust_pay_batch;
40 use FS::part_referral;
41 use FS::cust_main_county;
42 use FS::cust_location;
44 use FS::tax_rate_location;
45 use FS::cust_tax_location;
46 use FS::part_pkg_taxrate;
48 use FS::cust_main_invoice;
49 use FS::cust_credit_bill;
50 use FS::cust_bill_pay;
51 use FS::prepay_credit;
55 use FS::part_event_condition;
58 use FS::payment_gateway;
59 use FS::agent_payment_gateway;
61 use FS::payinfo_Mixin;
64 @ISA = qw( FS::payinfo_Mixin FS::Record );
66 @EXPORT_OK = qw( smart_search );
68 $realtime_bop_decline_quiet = 0;
70 # 1 is mostly method/subroutine entry and options
71 # 2 traces progress of some operations
72 # 3 is even more information including possibly sensitive data
74 $me = '[FS::cust_main]';
78 $ignore_expired_card = 0;
80 @encrypted_fields = ('payinfo', 'paycvv');
81 sub nohistory_fields { ('paycvv'); }
83 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
85 #ask FS::UID to run this stuff for us later
86 #$FS::UID::callback{'FS::cust_main'} = sub {
87 install_callback FS::UID sub {
89 #yes, need it for stuff below (prolly should be cached)
94 my ( $hashref, $cache ) = @_;
95 if ( exists $hashref->{'pkgnum'} ) {
96 #@{ $self->{'_pkgnum'} } = ();
97 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
98 $self->{'_pkgnum'} = $subcache;
99 #push @{ $self->{'_pkgnum'} },
100 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
106 FS::cust_main - Object methods for cust_main records
112 $record = new FS::cust_main \%hash;
113 $record = new FS::cust_main { 'column' => 'value' };
115 $error = $record->insert;
117 $error = $new_record->replace($old_record);
119 $error = $record->delete;
121 $error = $record->check;
123 @cust_pkg = $record->all_pkgs;
125 @cust_pkg = $record->ncancelled_pkgs;
127 @cust_pkg = $record->suspended_pkgs;
129 $error = $record->bill;
130 $error = $record->bill %options;
131 $error = $record->bill 'time' => $time;
133 $error = $record->collect;
134 $error = $record->collect %options;
135 $error = $record->collect 'invoice_time' => $time,
140 An FS::cust_main object represents a customer. FS::cust_main inherits from
141 FS::Record. The following fields are currently supported:
147 Primary key (assigned automatically for new customers)
151 Agent (see L<FS::agent>)
155 Advertising source (see L<FS::part_referral>)
167 Cocial security number (optional)
183 (optional, see L<FS::cust_main_county>)
187 (see L<FS::cust_main_county>)
193 (see L<FS::cust_main_county>)
229 (optional, see L<FS::cust_main_county>)
233 (see L<FS::cust_main_county>)
239 (see L<FS::cust_main_county>)
255 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
259 Payment Information (See L<FS::payinfo_Mixin> for data format)
263 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
267 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
271 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
275 Start date month (maestro/solo cards only)
279 Start date year (maestro/solo cards only)
283 Issue number (maestro/solo cards only)
287 Name on card or billing name
291 IP address from which payment information was received
295 Tax exempt, empty or `Y'
299 Order taker (assigned automatically, see L<FS::UID>)
305 =item referral_custnum
307 Referring customer number
311 Enable individual CDR spooling, empty or `Y'
315 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
319 Discourage individual CDR printing, empty or `Y'
329 Creates a new customer. To add the customer to the database, see L<"insert">.
331 Note that this stores the hash reference, not a distinct copy of the hash it
332 points to. You can ask the object for a copy with the I<hash> method.
336 sub table { 'cust_main'; }
338 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
340 Adds this customer to the database. If there is an error, returns the error,
341 otherwise returns false.
343 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
344 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
345 are inserted atomicly, or the transaction is rolled back. Passing an empty
346 hash reference is equivalent to not supplying this parameter. There should be
347 a better explanation of this, but until then, here's an example:
350 tie %hash, 'Tie::RefHash'; #this part is important
352 $cust_pkg => [ $svc_acct ],
355 $cust_main->insert( \%hash );
357 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
358 be set as the invoicing list (see L<"invoicing_list">). Errors return as
359 expected and rollback the entire transaction; it is not necessary to call
360 check_invoicing_list first. The invoicing_list is set after the records in the
361 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
362 invoicing_list destination to the newly-created svc_acct. Here's an example:
364 $cust_main->insert( {}, [ $email, 'POST' ] );
366 Currently available options are: I<depend_jobnum> and I<noexport>.
368 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
369 on the supplied jobnum (they will not run until the specific job completes).
370 This can be used to defer provisioning until some action completes (such
371 as running the customer's credit card successfully).
373 The I<noexport> option is deprecated. If I<noexport> is set true, no
374 provisioning jobs (exports) are scheduled. (You can schedule them later with
375 the B<reexport> method.)
381 my $cust_pkgs = @_ ? shift : {};
382 my $invoicing_list = @_ ? shift : '';
384 warn "$me insert called with options ".
385 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
388 local $SIG{HUP} = 'IGNORE';
389 local $SIG{INT} = 'IGNORE';
390 local $SIG{QUIT} = 'IGNORE';
391 local $SIG{TERM} = 'IGNORE';
392 local $SIG{TSTP} = 'IGNORE';
393 local $SIG{PIPE} = 'IGNORE';
395 my $oldAutoCommit = $FS::UID::AutoCommit;
396 local $FS::UID::AutoCommit = 0;
399 my $prepay_identifier = '';
400 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
402 if ( $self->payby eq 'PREPAY' ) {
404 $self->payby('BILL');
405 $prepay_identifier = $self->payinfo;
408 warn " looking up prepaid card $prepay_identifier\n"
411 my $error = $self->get_prepay( $prepay_identifier,
412 'amount_ref' => \$amount,
413 'seconds_ref' => \$seconds,
414 'upbytes_ref' => \$upbytes,
415 'downbytes_ref' => \$downbytes,
416 'totalbytes_ref' => \$totalbytes,
419 $dbh->rollback if $oldAutoCommit;
420 #return "error applying prepaid card (transaction rolled back): $error";
424 $payby = 'PREP' if $amount;
426 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
429 $self->payby('BILL');
430 $amount = $self->paid;
434 warn " inserting $self\n"
437 $self->signupdate(time) unless $self->signupdate;
439 $self->auto_agent_custid()
440 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
442 my $error = $self->SUPER::insert;
444 $dbh->rollback if $oldAutoCommit;
445 #return "inserting cust_main record (transaction rolled back): $error";
449 warn " setting invoicing list\n"
452 if ( $invoicing_list ) {
453 $error = $self->check_invoicing_list( $invoicing_list );
455 $dbh->rollback if $oldAutoCommit;
456 #return "checking invoicing_list (transaction rolled back): $error";
459 $self->invoicing_list( $invoicing_list );
462 if ( $conf->config('cust_main-skeleton_tables')
463 && $conf->config('cust_main-skeleton_custnum') ) {
465 warn " inserting skeleton records\n"
468 my $error = $self->start_copy_skel;
470 $dbh->rollback if $oldAutoCommit;
476 warn " ordering packages\n"
479 $error = $self->order_pkgs( $cust_pkgs,
481 'seconds_ref' => \$seconds,
482 'upbytes_ref' => \$upbytes,
483 'downbytes_ref' => \$downbytes,
484 'totalbytes_ref' => \$totalbytes,
487 $dbh->rollback if $oldAutoCommit;
492 $dbh->rollback if $oldAutoCommit;
493 return "No svc_acct record to apply pre-paid time";
495 if ( $upbytes || $downbytes || $totalbytes ) {
496 $dbh->rollback if $oldAutoCommit;
497 return "No svc_acct record to apply pre-paid data";
501 warn " inserting initial $payby payment of $amount\n"
503 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
505 $dbh->rollback if $oldAutoCommit;
506 return "inserting payment (transaction rolled back): $error";
510 unless ( $import || $skip_fuzzyfiles ) {
511 warn " queueing fuzzyfiles update\n"
513 $error = $self->queue_fuzzyfiles_update;
515 $dbh->rollback if $oldAutoCommit;
516 return "updating fuzzy search cache: $error";
520 warn " insert complete; committing transaction\n"
523 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
528 use File::CounterFile;
529 sub auto_agent_custid {
532 my $format = $conf->config('cust_main-auto_agent_custid');
534 if ( $format eq '1YMMXXXXXXXX' ) {
536 my $counter = new File::CounterFile 'cust_main.agent_custid';
539 my $ym = 100000000000 + time2str('%y%m00000000', time);
540 if ( $ym > $counter->value ) {
541 $counter->{'value'} = $agent_custid = $ym;
542 $counter->{'updated'} = 1;
544 $agent_custid = $counter->inc;
550 die "Unknown cust_main-auto_agent_custid format: $format";
553 $self->agent_custid($agent_custid);
557 sub start_copy_skel {
560 #'mg_user_preference' => {},
561 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
562 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
563 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
564 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
565 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
568 _copy_skel( 'cust_main', #tablename
569 $conf->config('cust_main-skeleton_custnum'), #sourceid
570 $self->custnum, #destid
571 @tables, #child tables
575 #recursive subroutine, not a method
577 my( $table, $sourceid, $destid, %child_tables ) = @_;
580 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
581 ( $table, $primary_key ) = ( $1, $2 );
583 my $dbdef_table = dbdef->table($table);
584 $primary_key = $dbdef_table->primary_key
585 or return "$table has no primary key".
586 " (or do you need to run dbdef-create?)";
589 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
590 join (', ', keys %child_tables). "\n"
593 foreach my $child_table_def ( keys %child_tables ) {
597 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
598 ( $child_table, $child_pkey ) = ( $1, $2 );
600 $child_table = $child_table_def;
602 $child_pkey = dbdef->table($child_table)->primary_key;
603 # or return "$table has no primary key".
604 # " (or do you need to run dbdef-create?)\n";
608 if ( keys %{ $child_tables{$child_table_def} } ) {
610 return "$child_table has no primary key".
611 " (run dbdef-create or try specifying it?)\n"
614 #false laziness w/Record::insert and only works on Pg
615 #refactor the proper last-inserted-id stuff out of Record::insert if this
616 # ever gets use for anything besides a quick kludge for one customer
617 my $default = dbdef->table($child_table)->column($child_pkey)->default;
618 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
619 or return "can't parse $child_table.$child_pkey default value ".
620 " for sequence name: $default";
625 my @sel_columns = grep { $_ ne $primary_key }
626 dbdef->table($child_table)->columns;
627 my $sel_columns = join(', ', @sel_columns );
629 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
630 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
631 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
633 my $sel_st = "SELECT $sel_columns FROM $child_table".
634 " WHERE $primary_key = $sourceid";
637 my $sel_sth = dbh->prepare( $sel_st )
638 or return dbh->errstr;
640 $sel_sth->execute or return $sel_sth->errstr;
642 while ( my $row = $sel_sth->fetchrow_hashref ) {
644 warn " selected row: ".
645 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
649 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
650 my $ins_sth =dbh->prepare($statement)
651 or return dbh->errstr;
652 my @param = ( $destid, map $row->{$_}, @ins_columns );
653 warn " $statement: [ ". join(', ', @param). " ]\n"
655 $ins_sth->execute( @param )
656 or return $ins_sth->errstr;
658 #next unless keys %{ $child_tables{$child_table} };
659 next unless $sequence;
661 #another section of that laziness
662 my $seq_sql = "SELECT currval('$sequence')";
663 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
664 $seq_sth->execute or return $seq_sth->errstr;
665 my $insertid = $seq_sth->fetchrow_arrayref->[0];
667 # don't drink soap! recurse! recurse! okay!
669 _copy_skel( $child_table_def,
670 $row->{$child_pkey}, #sourceid
672 %{ $child_tables{$child_table_def} },
674 return $error if $error;
684 =item order_pkg HASHREF | OPTION => VALUE ...
686 Orders a single package.
688 Options may be passed as a list of key/value pairs or as a hash reference.
699 Optional FS::cust_location object
703 Optional arryaref of FS::svc_* service objects.
707 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
708 jobs will have a dependancy on the supplied job (they will not run until the
709 specific job completes). This can be used to defer provisioning until some
710 action completes (such as running the customer's credit card successfully).
714 Optional subject for a ticket created and attached to this customer
718 Optional queue name for ticket additions
726 my $opt = ref($_[0]) ? shift : { @_ };
728 warn "$me order_pkg called with options ".
729 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
732 my $cust_pkg = $opt->{'cust_pkg'};
733 my $svcs = $opt->{'svcs'} || [];
735 my %svc_options = ();
736 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
737 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
739 my %insert_params = map { $opt->{$_} ? ( $_ => $opt->{$_} ) : () }
740 qw( ticket_subject ticket_queue );
742 local $SIG{HUP} = 'IGNORE';
743 local $SIG{INT} = 'IGNORE';
744 local $SIG{QUIT} = 'IGNORE';
745 local $SIG{TERM} = 'IGNORE';
746 local $SIG{TSTP} = 'IGNORE';
747 local $SIG{PIPE} = 'IGNORE';
749 my $oldAutoCommit = $FS::UID::AutoCommit;
750 local $FS::UID::AutoCommit = 0;
753 if ( $opt->{'cust_location'} &&
754 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
755 my $error = $opt->{'cust_location'}->insert;
757 $dbh->rollback if $oldAutoCommit;
758 return "inserting cust_location (transaction rolled back): $error";
760 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
763 $cust_pkg->custnum( $self->custnum );
765 my $error = $cust_pkg->insert( %insert_params );
767 $dbh->rollback if $oldAutoCommit;
768 return "inserting cust_pkg (transaction rolled back): $error";
771 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
772 if ( $svc_something->svcnum ) {
773 my $old_cust_svc = $svc_something->cust_svc;
774 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
775 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
776 $error = $new_cust_svc->replace($old_cust_svc);
778 $svc_something->pkgnum( $cust_pkg->pkgnum );
779 if ( $svc_something->isa('FS::svc_acct') ) {
780 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
781 qw( seconds upbytes downbytes totalbytes ) ) {
782 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
783 ${ $opt->{$_.'_ref'} } = 0;
786 $error = $svc_something->insert(%svc_options);
789 $dbh->rollback if $oldAutoCommit;
790 return "inserting svc_ (transaction rolled back): $error";
794 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
799 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
800 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
802 Like the insert method on an existing record, this method orders multiple
803 packages and included services atomicaly. Pass a Tie::RefHash data structure
804 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
805 There should be a better explanation of this, but until then, here's an
809 tie %hash, 'Tie::RefHash'; #this part is important
811 $cust_pkg => [ $svc_acct ],
814 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
816 Services can be new, in which case they are inserted, or existing unaudited
817 services, in which case they are linked to the newly-created package.
819 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
820 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
822 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
823 on the supplied jobnum (they will not run until the specific job completes).
824 This can be used to defer provisioning until some action completes (such
825 as running the customer's credit card successfully).
827 The I<noexport> option is deprecated. If I<noexport> is set true, no
828 provisioning jobs (exports) are scheduled. (You can schedule them later with
829 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
830 on the cust_main object is not recommended, as existing services will also be
833 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
834 provided, the scalars (provided by references) will be incremented by the
835 values of the prepaid card.`
841 my $cust_pkgs = shift;
842 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
844 $seconds_ref ||= $options{'seconds_ref'};
846 warn "$me order_pkgs called with options ".
847 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
850 local $SIG{HUP} = 'IGNORE';
851 local $SIG{INT} = 'IGNORE';
852 local $SIG{QUIT} = 'IGNORE';
853 local $SIG{TERM} = 'IGNORE';
854 local $SIG{TSTP} = 'IGNORE';
855 local $SIG{PIPE} = 'IGNORE';
857 my $oldAutoCommit = $FS::UID::AutoCommit;
858 local $FS::UID::AutoCommit = 0;
861 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
863 foreach my $cust_pkg ( keys %$cust_pkgs ) {
865 my $error = $self->order_pkg(
866 'cust_pkg' => $cust_pkg,
867 'svcs' => $cust_pkgs->{$cust_pkg},
868 'seconds_ref' => $seconds_ref,
869 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
874 $dbh->rollback if $oldAutoCommit;
880 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
884 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
886 Recharges this (existing) customer with the specified prepaid card (see
887 L<FS::prepay_credit>), specified either by I<identifier> or as an
888 FS::prepay_credit object. If there is an error, returns the error, otherwise
891 Optionally, five scalar references can be passed as well. They will have their
892 values filled in with the amount, number of seconds, and number of upload,
893 download, and total bytes applied by this prepaid card.
897 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
898 #the only place that uses these args
899 sub recharge_prepay {
900 my( $self, $prepay_credit, $amountref, $secondsref,
901 $upbytesref, $downbytesref, $totalbytesref ) = @_;
903 local $SIG{HUP} = 'IGNORE';
904 local $SIG{INT} = 'IGNORE';
905 local $SIG{QUIT} = 'IGNORE';
906 local $SIG{TERM} = 'IGNORE';
907 local $SIG{TSTP} = 'IGNORE';
908 local $SIG{PIPE} = 'IGNORE';
910 my $oldAutoCommit = $FS::UID::AutoCommit;
911 local $FS::UID::AutoCommit = 0;
914 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
916 my $error = $self->get_prepay( $prepay_credit,
917 'amount_ref' => \$amount,
918 'seconds_ref' => \$seconds,
919 'upbytes_ref' => \$upbytes,
920 'downbytes_ref' => \$downbytes,
921 'totalbytes_ref' => \$totalbytes,
923 || $self->increment_seconds($seconds)
924 || $self->increment_upbytes($upbytes)
925 || $self->increment_downbytes($downbytes)
926 || $self->increment_totalbytes($totalbytes)
927 || $self->insert_cust_pay_prepay( $amount,
929 ? $prepay_credit->identifier
934 $dbh->rollback if $oldAutoCommit;
938 if ( defined($amountref) ) { $$amountref = $amount; }
939 if ( defined($secondsref) ) { $$secondsref = $seconds; }
940 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
941 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
942 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
944 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
949 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
951 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
952 specified either by I<identifier> or as an FS::prepay_credit object.
954 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
955 incremented by the values of the prepaid card.
957 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
958 check or set this customer's I<agentnum>.
960 If there is an error, returns the error, otherwise returns false.
966 my( $self, $prepay_credit, %opt ) = @_;
968 local $SIG{HUP} = 'IGNORE';
969 local $SIG{INT} = 'IGNORE';
970 local $SIG{QUIT} = 'IGNORE';
971 local $SIG{TERM} = 'IGNORE';
972 local $SIG{TSTP} = 'IGNORE';
973 local $SIG{PIPE} = 'IGNORE';
975 my $oldAutoCommit = $FS::UID::AutoCommit;
976 local $FS::UID::AutoCommit = 0;
979 unless ( ref($prepay_credit) ) {
981 my $identifier = $prepay_credit;
983 $prepay_credit = qsearchs(
985 { 'identifier' => $prepay_credit },
990 unless ( $prepay_credit ) {
991 $dbh->rollback if $oldAutoCommit;
992 return "Invalid prepaid card: ". $identifier;
997 if ( $prepay_credit->agentnum ) {
998 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
999 $dbh->rollback if $oldAutoCommit;
1000 return "prepaid card not valid for agent ". $self->agentnum;
1002 $self->agentnum($prepay_credit->agentnum);
1005 my $error = $prepay_credit->delete;
1007 $dbh->rollback if $oldAutoCommit;
1008 return "removing prepay_credit (transaction rolled back): $error";
1011 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
1012 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1014 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1019 =item increment_upbytes SECONDS
1021 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1022 the specified number of upbytes. If there is an error, returns the error,
1023 otherwise returns false.
1027 sub increment_upbytes {
1028 _increment_column( shift, 'upbytes', @_);
1031 =item increment_downbytes SECONDS
1033 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1034 the specified number of downbytes. If there is an error, returns the error,
1035 otherwise returns false.
1039 sub increment_downbytes {
1040 _increment_column( shift, 'downbytes', @_);
1043 =item increment_totalbytes SECONDS
1045 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1046 the specified number of totalbytes. If there is an error, returns the error,
1047 otherwise returns false.
1051 sub increment_totalbytes {
1052 _increment_column( shift, 'totalbytes', @_);
1055 =item increment_seconds SECONDS
1057 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1058 the specified number of seconds. If there is an error, returns the error,
1059 otherwise returns false.
1063 sub increment_seconds {
1064 _increment_column( shift, 'seconds', @_);
1067 =item _increment_column AMOUNT
1069 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1070 the specified number of seconds or bytes. If there is an error, returns
1071 the error, otherwise returns false.
1075 sub _increment_column {
1076 my( $self, $column, $amount ) = @_;
1077 warn "$me increment_column called: $column, $amount\n"
1080 return '' unless $amount;
1082 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1083 $self->ncancelled_pkgs;
1085 if ( ! @cust_pkg ) {
1086 return 'No packages with primary or single services found'.
1087 ' to apply pre-paid time';
1088 } elsif ( scalar(@cust_pkg) > 1 ) {
1089 #maybe have a way to specify the package/account?
1090 return 'Multiple packages found to apply pre-paid time';
1093 my $cust_pkg = $cust_pkg[0];
1094 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1098 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1100 if ( ! @cust_svc ) {
1101 return 'No account found to apply pre-paid time';
1102 } elsif ( scalar(@cust_svc) > 1 ) {
1103 return 'Multiple accounts found to apply pre-paid time';
1106 my $svc_acct = $cust_svc[0]->svc_x;
1107 warn " found service svcnum ". $svc_acct->pkgnum.
1108 ' ('. $svc_acct->email. ")\n"
1111 $column = "increment_$column";
1112 $svc_acct->$column($amount);
1116 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1118 Inserts a prepayment in the specified amount for this customer. An optional
1119 second argument can specify the prepayment identifier for tracking purposes.
1120 If there is an error, returns the error, otherwise returns false.
1124 sub insert_cust_pay_prepay {
1125 shift->insert_cust_pay('PREP', @_);
1128 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1130 Inserts a cash payment in the specified amount for this customer. An optional
1131 second argument can specify the payment identifier for tracking purposes.
1132 If there is an error, returns the error, otherwise returns false.
1136 sub insert_cust_pay_cash {
1137 shift->insert_cust_pay('CASH', @_);
1140 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1142 Inserts a Western Union payment in the specified amount for this customer. An
1143 optional second argument can specify the prepayment identifier for tracking
1144 purposes. If there is an error, returns the error, otherwise returns false.
1148 sub insert_cust_pay_west {
1149 shift->insert_cust_pay('WEST', @_);
1152 sub insert_cust_pay {
1153 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1154 my $payinfo = scalar(@_) ? shift : '';
1156 my $cust_pay = new FS::cust_pay {
1157 'custnum' => $self->custnum,
1158 'paid' => sprintf('%.2f', $amount),
1159 #'_date' => #date the prepaid card was purchased???
1161 'payinfo' => $payinfo,
1169 This method is deprecated. See the I<depend_jobnum> option to the insert and
1170 order_pkgs methods for a better way to defer provisioning.
1172 Re-schedules all exports by calling the B<reexport> method of all associated
1173 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1174 otherwise returns false.
1181 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1182 "use the depend_jobnum option to insert or order_pkgs to delay export";
1184 local $SIG{HUP} = 'IGNORE';
1185 local $SIG{INT} = 'IGNORE';
1186 local $SIG{QUIT} = 'IGNORE';
1187 local $SIG{TERM} = 'IGNORE';
1188 local $SIG{TSTP} = 'IGNORE';
1189 local $SIG{PIPE} = 'IGNORE';
1191 my $oldAutoCommit = $FS::UID::AutoCommit;
1192 local $FS::UID::AutoCommit = 0;
1195 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1196 my $error = $cust_pkg->reexport;
1198 $dbh->rollback if $oldAutoCommit;
1203 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1208 =item delete NEW_CUSTNUM
1210 This deletes the customer. If there is an error, returns the error, otherwise
1213 This will completely remove all traces of the customer record. This is not
1214 what you want when a customer cancels service; for that, cancel all of the
1215 customer's packages (see L</cancel>).
1217 If the customer has any uncancelled packages, you need to pass a new (valid)
1218 customer number for those packages to be transferred to. Cancelled packages
1219 will be deleted. Did I mention that this is NOT what you want when a customer
1220 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1222 You can't delete a customer with invoices (see L<FS::cust_bill>),
1223 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1224 refunds (see L<FS::cust_refund>).
1231 local $SIG{HUP} = 'IGNORE';
1232 local $SIG{INT} = 'IGNORE';
1233 local $SIG{QUIT} = 'IGNORE';
1234 local $SIG{TERM} = 'IGNORE';
1235 local $SIG{TSTP} = 'IGNORE';
1236 local $SIG{PIPE} = 'IGNORE';
1238 my $oldAutoCommit = $FS::UID::AutoCommit;
1239 local $FS::UID::AutoCommit = 0;
1242 if ( $self->cust_bill ) {
1243 $dbh->rollback if $oldAutoCommit;
1244 return "Can't delete a customer with invoices";
1246 if ( $self->cust_credit ) {
1247 $dbh->rollback if $oldAutoCommit;
1248 return "Can't delete a customer with credits";
1250 if ( $self->cust_pay ) {
1251 $dbh->rollback if $oldAutoCommit;
1252 return "Can't delete a customer with payments";
1254 if ( $self->cust_refund ) {
1255 $dbh->rollback if $oldAutoCommit;
1256 return "Can't delete a customer with refunds";
1259 my @cust_pkg = $self->ncancelled_pkgs;
1261 my $new_custnum = shift;
1262 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1263 $dbh->rollback if $oldAutoCommit;
1264 return "Invalid new customer number: $new_custnum";
1266 foreach my $cust_pkg ( @cust_pkg ) {
1267 my %hash = $cust_pkg->hash;
1268 $hash{'custnum'} = $new_custnum;
1269 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1270 my $error = $new_cust_pkg->replace($cust_pkg,
1271 options => { $cust_pkg->options },
1274 $dbh->rollback if $oldAutoCommit;
1279 my @cancelled_cust_pkg = $self->all_pkgs;
1280 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1281 my $error = $cust_pkg->delete;
1283 $dbh->rollback if $oldAutoCommit;
1288 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1289 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1291 my $error = $cust_main_invoice->delete;
1293 $dbh->rollback if $oldAutoCommit;
1298 my $error = $self->SUPER::delete;
1300 $dbh->rollback if $oldAutoCommit;
1304 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1309 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1311 Replaces the OLD_RECORD with this one in the database. If there is an error,
1312 returns the error, otherwise returns false.
1314 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1315 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1316 expected and rollback the entire transaction; it is not necessary to call
1317 check_invoicing_list first. Here's an example:
1319 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1326 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1328 : $self->replace_old;
1332 warn "$me replace called\n"
1335 my $curuser = $FS::CurrentUser::CurrentUser;
1336 if ( $self->payby eq 'COMP'
1337 && $self->payby ne $old->payby
1338 && ! $curuser->access_right('Complimentary customer')
1341 return "You are not permitted to create complimentary accounts.";
1344 local($ignore_expired_card) = 1
1345 if $old->payby =~ /^(CARD|DCRD)$/
1346 && $self->payby =~ /^(CARD|DCRD)$/
1347 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1349 local $SIG{HUP} = 'IGNORE';
1350 local $SIG{INT} = 'IGNORE';
1351 local $SIG{QUIT} = 'IGNORE';
1352 local $SIG{TERM} = 'IGNORE';
1353 local $SIG{TSTP} = 'IGNORE';
1354 local $SIG{PIPE} = 'IGNORE';
1356 my $oldAutoCommit = $FS::UID::AutoCommit;
1357 local $FS::UID::AutoCommit = 0;
1360 my $error = $self->SUPER::replace($old);
1363 $dbh->rollback if $oldAutoCommit;
1367 if ( @param ) { # INVOICING_LIST_ARYREF
1368 my $invoicing_list = shift @param;
1369 $error = $self->check_invoicing_list( $invoicing_list );
1371 $dbh->rollback if $oldAutoCommit;
1374 $self->invoicing_list( $invoicing_list );
1377 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1378 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1379 # card/check/lec info has changed, want to retry realtime_ invoice events
1380 my $error = $self->retry_realtime;
1382 $dbh->rollback if $oldAutoCommit;
1387 unless ( $import || $skip_fuzzyfiles ) {
1388 $error = $self->queue_fuzzyfiles_update;
1390 $dbh->rollback if $oldAutoCommit;
1391 return "updating fuzzy search cache: $error";
1395 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1400 =item queue_fuzzyfiles_update
1402 Used by insert & replace to update the fuzzy search cache
1406 sub queue_fuzzyfiles_update {
1409 local $SIG{HUP} = 'IGNORE';
1410 local $SIG{INT} = 'IGNORE';
1411 local $SIG{QUIT} = 'IGNORE';
1412 local $SIG{TERM} = 'IGNORE';
1413 local $SIG{TSTP} = 'IGNORE';
1414 local $SIG{PIPE} = 'IGNORE';
1416 my $oldAutoCommit = $FS::UID::AutoCommit;
1417 local $FS::UID::AutoCommit = 0;
1420 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1421 my $error = $queue->insert( map $self->getfield($_),
1422 qw(first last company)
1425 $dbh->rollback if $oldAutoCommit;
1426 return "queueing job (transaction rolled back): $error";
1429 if ( $self->ship_last ) {
1430 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1431 $error = $queue->insert( map $self->getfield("ship_$_"),
1432 qw(first last company)
1435 $dbh->rollback if $oldAutoCommit;
1436 return "queueing job (transaction rolled back): $error";
1440 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1447 Checks all fields to make sure this is a valid customer record. If there is
1448 an error, returns the error, otherwise returns false. Called by the insert
1449 and replace methods.
1456 warn "$me check BEFORE: \n". $self->_dump
1460 $self->ut_numbern('custnum')
1461 || $self->ut_number('agentnum')
1462 || $self->ut_textn('agent_custid')
1463 || $self->ut_number('refnum')
1464 || $self->ut_textn('custbatch')
1465 || $self->ut_name('last')
1466 || $self->ut_name('first')
1467 || $self->ut_snumbern('birthdate')
1468 || $self->ut_snumbern('signupdate')
1469 || $self->ut_textn('company')
1470 || $self->ut_text('address1')
1471 || $self->ut_textn('address2')
1472 || $self->ut_text('city')
1473 || $self->ut_textn('county')
1474 || $self->ut_textn('state')
1475 || $self->ut_country('country')
1476 || $self->ut_anything('comments')
1477 || $self->ut_numbern('referral_custnum')
1478 || $self->ut_textn('stateid')
1479 || $self->ut_textn('stateid_state')
1480 || $self->ut_textn('invoice_terms')
1481 || $self->ut_alphan('geocode')
1484 #barf. need message catalogs. i18n. etc.
1485 $error .= "Please select an advertising source."
1486 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1487 return $error if $error;
1489 return "Unknown agent"
1490 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1492 return "Unknown refnum"
1493 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1495 return "Unknown referring custnum: ". $self->referral_custnum
1496 unless ! $self->referral_custnum
1497 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1499 if ( $self->ss eq '' ) {
1504 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1505 or return "Illegal social security number: ". $self->ss;
1506 $self->ss("$1-$2-$3");
1510 # bad idea to disable, causes billing to fail because of no tax rates later
1511 # unless ( $import ) {
1512 unless ( qsearch('cust_main_county', {
1513 'country' => $self->country,
1516 return "Unknown state/county/country: ".
1517 $self->state. "/". $self->county. "/". $self->country
1518 unless qsearch('cust_main_county',{
1519 'state' => $self->state,
1520 'county' => $self->county,
1521 'country' => $self->country,
1527 $self->ut_phonen('daytime', $self->country)
1528 || $self->ut_phonen('night', $self->country)
1529 || $self->ut_phonen('fax', $self->country)
1530 || $self->ut_zip('zip', $self->country)
1532 return $error if $error;
1534 if ( $conf->exists('cust_main-require_phone')
1535 && ! length($self->daytime) && ! length($self->night)
1538 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1540 : FS::Msgcat::_gettext('daytime');
1541 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1543 : FS::Msgcat::_gettext('night');
1545 return "$daytime_label or $night_label is required"
1549 if ( $self->has_ship_address
1550 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1551 $self->addr_fields )
1555 $self->ut_name('ship_last')
1556 || $self->ut_name('ship_first')
1557 || $self->ut_textn('ship_company')
1558 || $self->ut_text('ship_address1')
1559 || $self->ut_textn('ship_address2')
1560 || $self->ut_text('ship_city')
1561 || $self->ut_textn('ship_county')
1562 || $self->ut_textn('ship_state')
1563 || $self->ut_country('ship_country')
1565 return $error if $error;
1567 #false laziness with above
1568 unless ( qsearchs('cust_main_county', {
1569 'country' => $self->ship_country,
1572 return "Unknown ship_state/ship_county/ship_country: ".
1573 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1574 unless qsearch('cust_main_county',{
1575 'state' => $self->ship_state,
1576 'county' => $self->ship_county,
1577 'country' => $self->ship_country,
1583 $self->ut_phonen('ship_daytime', $self->ship_country)
1584 || $self->ut_phonen('ship_night', $self->ship_country)
1585 || $self->ut_phonen('ship_fax', $self->ship_country)
1586 || $self->ut_zip('ship_zip', $self->ship_country)
1588 return $error if $error;
1590 return "Unit # is required."
1591 if $self->ship_address2 =~ /^\s*$/
1592 && $conf->exists('cust_main-require_address2');
1594 } else { # ship_ info eq billing info, so don't store dup info in database
1596 $self->setfield("ship_$_", '')
1597 foreach $self->addr_fields;
1599 return "Unit # is required."
1600 if $self->address2 =~ /^\s*$/
1601 && $conf->exists('cust_main-require_address2');
1605 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1606 # or return "Illegal payby: ". $self->payby;
1608 FS::payby->can_payby($self->table, $self->payby)
1609 or return "Illegal payby: ". $self->payby;
1611 $error = $self->ut_numbern('paystart_month')
1612 || $self->ut_numbern('paystart_year')
1613 || $self->ut_numbern('payissue')
1614 || $self->ut_textn('paytype')
1616 return $error if $error;
1618 if ( $self->payip eq '' ) {
1621 $error = $self->ut_ip('payip');
1622 return $error if $error;
1625 # If it is encrypted and the private key is not availaible then we can't
1626 # check the credit card.
1628 my $check_payinfo = 1;
1630 if ($self->is_encrypted($self->payinfo)) {
1634 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1636 my $payinfo = $self->payinfo;
1637 $payinfo =~ s/\D//g;
1638 $payinfo =~ /^(\d{13,16})$/
1639 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1641 $self->payinfo($payinfo);
1643 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1645 return gettext('unknown_card_type')
1646 if cardtype($self->payinfo) eq "Unknown";
1648 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1650 return 'Banned credit card: banned on '.
1651 time2str('%a %h %o at %r', $ban->_date).
1652 ' by '. $ban->otaker.
1653 ' (ban# '. $ban->bannum. ')';
1656 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1657 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1658 $self->paycvv =~ /^(\d{4})$/
1659 or return "CVV2 (CID) for American Express cards is four digits.";
1662 $self->paycvv =~ /^(\d{3})$/
1663 or return "CVV2 (CVC2/CID) is three digits.";
1670 my $cardtype = cardtype($payinfo);
1671 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1673 return "Start date or issue number is required for $cardtype cards"
1674 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1676 return "Start month must be between 1 and 12"
1677 if $self->paystart_month
1678 and $self->paystart_month < 1 || $self->paystart_month > 12;
1680 return "Start year must be 1990 or later"
1681 if $self->paystart_year
1682 and $self->paystart_year < 1990;
1684 return "Issue number must be beween 1 and 99"
1686 and $self->payissue < 1 || $self->payissue > 99;
1689 $self->paystart_month('');
1690 $self->paystart_year('');
1691 $self->payissue('');
1694 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1696 my $payinfo = $self->payinfo;
1697 $payinfo =~ s/[^\d\@]//g;
1698 if ( $conf->exists('echeck-nonus') ) {
1699 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1700 $payinfo = "$1\@$2";
1702 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1703 $payinfo = "$1\@$2";
1705 $self->payinfo($payinfo);
1708 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1710 return 'Banned ACH account: banned on '.
1711 time2str('%a %h %o at %r', $ban->_date).
1712 ' by '. $ban->otaker.
1713 ' (ban# '. $ban->bannum. ')';
1716 } elsif ( $self->payby eq 'LECB' ) {
1718 my $payinfo = $self->payinfo;
1719 $payinfo =~ s/\D//g;
1720 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1722 $self->payinfo($payinfo);
1725 } elsif ( $self->payby eq 'BILL' ) {
1727 $error = $self->ut_textn('payinfo');
1728 return "Illegal P.O. number: ". $self->payinfo if $error;
1731 } elsif ( $self->payby eq 'COMP' ) {
1733 my $curuser = $FS::CurrentUser::CurrentUser;
1734 if ( ! $self->custnum
1735 && ! $curuser->access_right('Complimentary customer')
1738 return "You are not permitted to create complimentary accounts."
1741 $error = $self->ut_textn('payinfo');
1742 return "Illegal comp account issuer: ". $self->payinfo if $error;
1745 } elsif ( $self->payby eq 'PREPAY' ) {
1747 my $payinfo = $self->payinfo;
1748 $payinfo =~ s/\W//g; #anything else would just confuse things
1749 $self->payinfo($payinfo);
1750 $error = $self->ut_alpha('payinfo');
1751 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1752 return "Unknown prepayment identifier"
1753 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1758 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1759 return "Expiration date required"
1760 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1764 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1765 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1766 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1767 ( $m, $y ) = ( $3, "20$2" );
1769 return "Illegal expiration date: ". $self->paydate;
1771 $self->paydate("$y-$m-01");
1772 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1773 return gettext('expired_card')
1775 && !$ignore_expired_card
1776 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1779 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1780 ( ! $conf->exists('require_cardname')
1781 || $self->payby !~ /^(CARD|DCRD)$/ )
1783 $self->payname( $self->first. " ". $self->getfield('last') );
1785 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1786 or return gettext('illegal_name'). " payname: ". $self->payname;
1790 foreach my $flag (qw( tax spool_cdr squelch_cdr archived )) {
1791 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1795 $self->otaker(getotaker) unless $self->otaker;
1797 warn "$me check AFTER: \n". $self->_dump
1800 $self->SUPER::check;
1805 Returns a list of fields which have ship_ duplicates.
1810 qw( last first company
1811 address1 address2 city county state zip country
1816 =item has_ship_address
1818 Returns true if this customer record has a separate shipping address.
1822 sub has_ship_address {
1824 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1827 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1829 Returns all packages (see L<FS::cust_pkg>) for this customer.
1835 my $extra_qsearch = ref($_[0]) ? shift : {};
1837 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1840 if ( $self->{'_pkgnum'} ) {
1841 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1843 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1846 sort sort_packages @cust_pkg;
1851 Synonym for B<all_pkgs>.
1856 shift->all_pkgs(@_);
1861 Returns all locations (see L<FS::cust_location>) for this customer.
1867 qsearch('cust_location', { 'custnum' => $self->custnum } );
1870 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1872 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1876 sub ncancelled_pkgs {
1878 my $extra_qsearch = ref($_[0]) ? shift : {};
1880 return $self->num_ncancelled_pkgs unless wantarray;
1883 if ( $self->{'_pkgnum'} ) {
1885 warn "$me ncancelled_pkgs: returning cached objects"
1888 @cust_pkg = grep { ! $_->getfield('cancel') }
1889 values %{ $self->{'_pkgnum'}->cache };
1893 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1894 $self->custnum. "\n"
1897 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1899 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1903 sort sort_packages @cust_pkg;
1909 my $extra_qsearch = ref($_[0]) ? shift : {};
1911 $extra_qsearch->{'select'} ||= '*';
1912 $extra_qsearch->{'select'} .=
1913 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
1917 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
1922 'table' => 'cust_pkg',
1923 'hashref' => { 'custnum' => $self->custnum },
1928 # This should be generalized to use config options to determine order.
1931 if ( $a->get('cancel') xor $b->get('cancel') ) {
1932 return -1 if $b->get('cancel');
1933 return 1 if $a->get('cancel');
1934 #shouldn't get here...
1937 my $a_num_cust_svc = $a->num_cust_svc;
1938 my $b_num_cust_svc = $b->num_cust_svc;
1939 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
1940 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
1941 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
1942 my @a_cust_svc = $a->cust_svc;
1943 my @b_cust_svc = $b->cust_svc;
1944 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1949 =item suspended_pkgs
1951 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1955 sub suspended_pkgs {
1957 grep { $_->susp } $self->ncancelled_pkgs;
1960 =item unflagged_suspended_pkgs
1962 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1963 customer (thouse packages without the `manual_flag' set).
1967 sub unflagged_suspended_pkgs {
1969 return $self->suspended_pkgs
1970 unless dbdef->table('cust_pkg')->column('manual_flag');
1971 grep { ! $_->manual_flag } $self->suspended_pkgs;
1974 =item unsuspended_pkgs
1976 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1981 sub unsuspended_pkgs {
1983 grep { ! $_->susp } $self->ncancelled_pkgs;
1986 =item num_cancelled_pkgs
1988 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1993 sub num_cancelled_pkgs {
1994 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1997 sub num_ncancelled_pkgs {
1998 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
2002 my( $self ) = shift;
2003 my $sql = scalar(@_) ? shift : '';
2004 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
2005 my $sth = dbh->prepare(
2006 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
2007 ) or die dbh->errstr;
2008 $sth->execute($self->custnum) or die $sth->errstr;
2009 $sth->fetchrow_arrayref->[0];
2014 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2015 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2016 on success or a list of errors.
2022 grep { $_->unsuspend } $self->suspended_pkgs;
2027 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2029 Returns a list: an empty list on success or a list of errors.
2035 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2038 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2040 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2041 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2042 of a list of pkgparts; the hashref has the following keys:
2046 =item pkgparts - listref of pkgparts
2048 =item (other options are passed to the suspend method)
2053 Returns a list: an empty list on success or a list of errors.
2057 sub suspend_if_pkgpart {
2059 my (@pkgparts, %opt);
2060 if (ref($_[0]) eq 'HASH'){
2061 @pkgparts = @{$_[0]{pkgparts}};
2066 grep { $_->suspend(%opt) }
2067 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2068 $self->unsuspended_pkgs;
2071 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2073 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2074 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2075 instead of a list of pkgparts; the hashref has the following keys:
2079 =item pkgparts - listref of pkgparts
2081 =item (other options are passed to the suspend method)
2085 Returns a list: an empty list on success or a list of errors.
2089 sub suspend_unless_pkgpart {
2091 my (@pkgparts, %opt);
2092 if (ref($_[0]) eq 'HASH'){
2093 @pkgparts = @{$_[0]{pkgparts}};
2098 grep { $_->suspend(%opt) }
2099 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2100 $self->unsuspended_pkgs;
2103 =item cancel [ OPTION => VALUE ... ]
2105 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2107 Available options are:
2111 =item quiet - can be set true to supress email cancellation notices.
2113 =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.
2115 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2119 Always returns a list: an empty list on success or a list of errors.
2124 my( $self, %opt ) = @_;
2126 warn "$me cancel called on customer ". $self->custnum. " with options ".
2127 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2130 return ( 'access denied' )
2131 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2133 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2135 #should try decryption (we might have the private key)
2136 # and if not maybe queue a job for the server that does?
2137 return ( "Can't (yet) ban encrypted credit cards" )
2138 if $self->is_encrypted($self->payinfo);
2140 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2141 my $error = $ban->insert;
2142 return ( $error ) if $error;
2146 my @pkgs = $self->ncancelled_pkgs;
2148 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2149 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2152 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2155 sub _banned_pay_hashref {
2166 'payby' => $payby2ban{$self->payby},
2167 'payinfo' => md5_base64($self->payinfo),
2168 #don't ever *search* on reason! #'reason' =>
2174 Returns all notes (see L<FS::cust_main_note>) for this customer.
2181 qsearch( 'cust_main_note',
2182 { 'custnum' => $self->custnum },
2184 'ORDER BY _DATE DESC'
2190 Returns the agent (see L<FS::agent>) for this customer.
2196 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2199 =item bill_and_collect
2201 Cancels and suspends any packages due, generates bills, applies payments and
2204 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2206 Options are passed as name-value pairs. Currently available options are:
2212 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:
2216 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2220 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.
2224 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2228 If set true, re-charges setup fees.
2232 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)
2238 sub bill_and_collect {
2239 my( $self, %options ) = @_;
2241 #$options{actual_time} not $options{time} because freeside-daily -d is for
2242 #pre-printing invoices
2243 $self->cancel_expired_pkgs( $options{actual_time} );
2244 $self->suspend_adjourned_pkgs( $options{actual_time} );
2246 my $error = $self->bill( %options );
2247 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2249 $self->apply_payments_and_credits;
2251 unless ( $conf->exists('cancelled_cust-noevents')
2252 && ! $self->num_ncancelled_pkgs
2255 $error = $self->collect( %options );
2256 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2262 sub cancel_expired_pkgs {
2263 my ( $self, $time ) = @_;
2265 my @cancel_pkgs = $self->ncancelled_pkgs( {
2266 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
2269 foreach my $cust_pkg ( @cancel_pkgs ) {
2270 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2271 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2272 'reason_otaker' => $cpr->otaker
2276 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2277 " for custnum ". $self->custnum. ": $error"
2283 sub suspend_adjourned_pkgs {
2284 my ( $self, $time ) = @_;
2286 my @susp_pkgs = $self->ncancelled_pkgs( {
2288 " AND ( susp IS NULL OR susp = 0 )
2289 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
2290 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
2295 #only because there's no SQL test for is_prepaid :/
2297 grep { ( $_->part_pkg->is_prepaid
2302 && $_->adjourn <= $time
2308 foreach my $cust_pkg ( @susp_pkgs ) {
2309 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2310 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2311 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2312 'reason_otaker' => $cpr->otaker
2317 warn "Error suspending package ". $cust_pkg->pkgnum.
2318 " for custnum ". $self->custnum. ": $error"
2326 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2327 conjunction with the collect method by calling B<bill_and_collect>.
2329 If there is an error, returns the error, otherwise returns false.
2331 Options are passed as name-value pairs. Currently available options are:
2337 If set true, re-charges setup fees.
2341 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:
2345 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2349 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2351 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2355 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.
2362 my( $self, %options ) = @_;
2363 return '' if $self->payby eq 'COMP';
2364 warn "$me bill customer ". $self->custnum. "\n"
2367 my $time = $options{'time'} || time;
2368 my $invoice_time = $options{'invoice_time'} || $time;
2371 local $SIG{HUP} = 'IGNORE';
2372 local $SIG{INT} = 'IGNORE';
2373 local $SIG{QUIT} = 'IGNORE';
2374 local $SIG{TERM} = 'IGNORE';
2375 local $SIG{TSTP} = 'IGNORE';
2376 local $SIG{PIPE} = 'IGNORE';
2378 my $oldAutoCommit = $FS::UID::AutoCommit;
2379 local $FS::UID::AutoCommit = 0;
2382 $self->select_for_update; #mutex
2384 my @cust_bill_pkg = ();
2387 # find the packages which are due for billing, find out how much they are
2388 # & generate invoice database.
2391 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2393 my @precommit_hooks = ();
2395 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
2397 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2399 #? to avoid use of uninitialized value errors... ?
2400 $cust_pkg->setfield('bill', '')
2401 unless defined($cust_pkg->bill);
2403 #my $part_pkg = $cust_pkg->part_pkg;
2405 my $real_pkgpart = $cust_pkg->pkgpart;
2406 my %hash = $cust_pkg->hash;
2408 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2410 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2413 $self->_make_lines( 'part_pkg' => $part_pkg,
2414 'cust_pkg' => $cust_pkg,
2415 'precommit_hooks' => \@precommit_hooks,
2416 'line_items' => \@cust_bill_pkg,
2417 'setup' => \$total_setup,
2418 'recur' => \$total_recur,
2419 'tax_matrix' => \%taxlisthash,
2421 'options' => \%options,
2424 $dbh->rollback if $oldAutoCommit;
2428 } #foreach my $part_pkg
2430 } #foreach my $cust_pkg
2432 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2433 #but do commit any package date cycling that happened
2434 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2438 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2439 !$conf->exists('postal_invoice-recurring_only')
2443 my $postal_pkg = $self->charge_postal_fee();
2444 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2446 $dbh->rollback if $oldAutoCommit;
2447 return "can't charge postal invoice fee for customer ".
2448 $self->custnum. ": $postal_pkg";
2450 } elsif ( $postal_pkg ) {
2452 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2454 $self->_make_lines( 'part_pkg' => $part_pkg,
2455 'cust_pkg' => $postal_pkg,
2456 'precommit_hooks' => \@precommit_hooks,
2457 'line_items' => \@cust_bill_pkg,
2458 'setup' => \$total_setup,
2459 'recur' => \$total_recur,
2460 'tax_matrix' => \%taxlisthash,
2462 'options' => \%options,
2465 $dbh->rollback if $oldAutoCommit;
2474 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2476 # keys are tax names (as printed on invoices / itemdesc )
2477 # values are listrefs of taxlisthash keys (internal identifiers)
2480 # keys are taxlisthash keys (internal identifiers)
2481 # values are (cumulative) amounts
2484 # keys are taxlisthash keys (internal identifiers)
2485 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2486 my %tax_location = ();
2488 # keys are taxlisthash keys (internal identifiers)
2489 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
2490 my %tax_rate_location = ();
2492 foreach my $tax ( keys %taxlisthash ) {
2493 my $tax_object = shift @{ $taxlisthash{$tax} };
2494 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2495 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2496 my $hashref_or_error =
2497 $tax_object->taxline( $taxlisthash{$tax},
2498 'custnum' => $self->custnum,
2499 'invoice_time' => $invoice_time
2501 unless ( ref($hashref_or_error) ) {
2502 $dbh->rollback if $oldAutoCommit;
2503 return $hashref_or_error;
2505 unshift @{ $taxlisthash{$tax} }, $tax_object;
2507 my $name = $hashref_or_error->{'name'};
2508 my $amount = $hashref_or_error->{'amount'};
2510 #warn "adding $amount as $name\n";
2511 $taxname{ $name } ||= [];
2512 push @{ $taxname{ $name } }, $tax;
2514 $tax{ $tax } += $amount;
2516 $tax_location{ $tax } ||= [];
2517 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2518 push @{ $tax_location{ $tax } },
2520 'taxnum' => $tax_object->taxnum,
2521 'taxtype' => ref($tax_object),
2522 'pkgnum' => $tax_object->get('pkgnum'),
2523 'locationnum' => $tax_object->get('locationnum'),
2524 'amount' => sprintf('%.2f', $amount ),
2528 $tax_rate_location{ $tax } ||= [];
2529 if ( ref($tax_object) eq 'FS::tax_rate' ) {
2530 my $taxratelocationnum =
2531 $tax_object->tax_rate_location->taxratelocationnum;
2532 push @{ $tax_rate_location{ $tax } },
2534 'taxnum' => $tax_object->taxnum,
2535 'taxtype' => ref($tax_object),
2536 'amount' => sprintf('%.2f', $amount ),
2537 'locationtaxid' => $tax_object->location,
2538 'taxratelocationnum' => $taxratelocationnum,
2544 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2545 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2546 foreach my $tax ( keys %taxlisthash ) {
2547 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2548 next unless ref($_) eq 'FS::cust_bill_pkg';
2550 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2551 splice( @{ $_->_cust_tax_exempt_pkg } );
2555 #consolidate and create tax line items
2556 warn "consolidating and generating...\n" if $DEBUG > 2;
2557 foreach my $taxname ( keys %taxname ) {
2560 my @cust_bill_pkg_tax_location = ();
2561 my @cust_bill_pkg_tax_rate_location = ();
2562 warn "adding $taxname\n" if $DEBUG > 1;
2563 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2564 next if $seen{$taxitem}++;
2565 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2566 $tax += $tax{$taxitem};
2567 push @cust_bill_pkg_tax_location,
2568 map { new FS::cust_bill_pkg_tax_location $_ }
2569 @{ $tax_location{ $taxitem } };
2570 push @cust_bill_pkg_tax_rate_location,
2571 map { new FS::cust_bill_pkg_tax_rate_location $_ }
2572 @{ $tax_rate_location{ $taxitem } };
2576 $tax = sprintf('%.2f', $tax );
2577 $total_setup = sprintf('%.2f', $total_setup+$tax );
2579 push @cust_bill_pkg, new FS::cust_bill_pkg {
2585 'itemdesc' => $taxname,
2586 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2587 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
2592 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2594 #create the new invoice
2595 my $cust_bill = new FS::cust_bill ( {
2596 'custnum' => $self->custnum,
2597 '_date' => ( $invoice_time ),
2598 'charged' => $charged,
2600 my $error = $cust_bill->insert;
2602 $dbh->rollback if $oldAutoCommit;
2603 return "can't create invoice for customer #". $self->custnum. ": $error";
2606 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2607 $cust_bill_pkg->invnum($cust_bill->invnum);
2608 my $error = $cust_bill_pkg->insert;
2610 $dbh->rollback if $oldAutoCommit;
2611 return "can't create invoice line item: $error";
2616 foreach my $hook ( @precommit_hooks ) {
2618 &{$hook}; #($self) ?
2621 $dbh->rollback if $oldAutoCommit;
2622 return "$@ running precommit hook $hook\n";
2626 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2632 my ($self, %params) = @_;
2634 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2635 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2636 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2637 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2638 my $total_setup = $params{setup} or die "no setup accumulator specified";
2639 my $total_recur = $params{recur} or die "no recur accumulator specified";
2640 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2641 my $time = $params{'time'} or die "no time specified";
2642 my (%options) = %{$params{options}};
2645 my $real_pkgpart = $cust_pkg->pkgpart;
2646 my %hash = $cust_pkg->hash;
2647 my $old_cust_pkg = new FS::cust_pkg \%hash;
2653 $cust_pkg->pkgpart($part_pkg->pkgpart);
2661 if ( ! $cust_pkg->setup &&
2663 ( $conf->exists('disable_setup_suspended_pkgs') &&
2664 ! $cust_pkg->getfield('susp')
2665 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2667 || $options{'resetup'}
2670 warn " bill setup\n" if $DEBUG > 1;
2673 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2674 return "$@ running calc_setup for $cust_pkg\n"
2677 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2679 $cust_pkg->setfield('setup', $time)
2680 unless $cust_pkg->setup;
2681 #do need it, but it won't get written to the db
2682 #|| $cust_pkg->pkgpart != $real_pkgpart;
2687 # bill recurring fee
2690 #XXX unit stuff here too
2694 if ( ! $cust_pkg->getfield('susp') and
2695 ( $part_pkg->getfield('freq') ne '0' &&
2696 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2698 || ( $part_pkg->plan eq 'voip_cdr'
2699 && $part_pkg->option('bill_every_call')
2703 # XXX should this be a package event? probably. events are called
2704 # at collection time at the moment, though...
2705 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2706 if $part_pkg->can('reset_usage');
2707 #don't want to reset usage just cause we want a line item??
2708 #&& $part_pkg->pkgpart == $real_pkgpart;
2710 warn " bill recur\n" if $DEBUG > 1;
2713 # XXX shared with $recur_prog
2714 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2716 #over two params! lets at least switch to a hashref for the rest...
2717 my $increment_next_bill = ( $part_pkg->freq ne '0'
2718 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2720 my %param = ( 'precommit_hooks' => $precommit_hooks,
2721 'increment_next_bill' => $increment_next_bill,
2724 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2725 return "$@ running calc_recur for $cust_pkg\n"
2728 if ( $increment_next_bill ) {
2730 my $next_bill = $part_pkg->add_freq($sdate);
2731 return "unparsable frequency: ". $part_pkg->freq
2732 if $next_bill == -1;
2734 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2735 # only for figuring next bill date, nothing else, so, reset $sdate again
2737 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2738 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2739 $cust_pkg->last_bill($sdate);
2741 $cust_pkg->setfield('bill', $next_bill );
2747 warn "\$setup is undefined" unless defined($setup);
2748 warn "\$recur is undefined" unless defined($recur);
2749 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2752 # If there's line items, create em cust_bill_pkg records
2753 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2758 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2759 # hmm.. and if just the options are modified in some weird price plan?
2761 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2764 my $error = $cust_pkg->replace( $old_cust_pkg,
2765 'options' => { $cust_pkg->options },
2767 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2768 if $error; #just in case
2771 $setup = sprintf( "%.2f", $setup );
2772 $recur = sprintf( "%.2f", $recur );
2773 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2774 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2776 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2777 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2780 if ( $setup != 0 || $recur != 0 ) {
2782 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2785 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2787 warn " adding customer package invoice detail: $_\n"
2788 foreach @cust_pkg_detail;
2790 push @details, @cust_pkg_detail;
2792 my $cust_bill_pkg = new FS::cust_bill_pkg {
2793 'pkgnum' => $cust_pkg->pkgnum,
2795 'unitsetup' => $unitsetup,
2797 'unitrecur' => $unitrecur,
2798 'quantity' => $cust_pkg->quantity,
2799 'details' => \@details,
2802 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2803 $cust_bill_pkg->sdate( $hash{last_bill} );
2804 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2805 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2806 $cust_bill_pkg->sdate( $sdate );
2807 $cust_bill_pkg->edate( $cust_pkg->bill );
2810 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2811 unless $part_pkg->pkgpart == $real_pkgpart;
2813 $$total_setup += $setup;
2814 $$total_recur += $recur;
2821 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time});
2822 return $error if $error;
2824 push @$cust_bill_pkgs, $cust_bill_pkg;
2826 } #if $setup != 0 || $recur != 0
2836 my $part_pkg = shift;
2837 my $taxlisthash = shift;
2838 my $cust_bill_pkg = shift;
2839 my $cust_pkg = shift;
2840 my $invoice_time = shift;
2842 my %cust_bill_pkg = ();
2846 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2847 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2848 push @classes, 'setup' if $cust_bill_pkg->setup;
2849 push @classes, 'recur' if $cust_bill_pkg->recur;
2851 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2853 if ( $conf->exists('enable_taxproducts')
2854 && ( scalar($part_pkg->part_pkg_taxoverride)
2855 || $part_pkg->has_taxproduct
2860 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2861 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
2864 foreach my $class (@classes) {
2865 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
2866 return $err_or_ref unless ref($err_or_ref);
2867 $taxes{$class} = $err_or_ref;
2870 unless (exists $taxes{''}) {
2871 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
2872 return $err_or_ref unless ref($err_or_ref);
2873 $taxes{''} = $err_or_ref;
2878 my @loc_keys = qw( state county country );
2880 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2881 my $cust_location = $cust_pkg->cust_location;
2882 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
2885 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2888 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
2891 $taxhash{'taxclass'} = $part_pkg->taxclass;
2893 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2895 my %taxhash_elim = %taxhash;
2897 my @elim = qw( taxclass county state );
2898 while ( !scalar(@taxes) && scalar(@elim) ) {
2899 $taxhash_elim{ shift(@elim) } = '';
2900 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
2903 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2905 $_->set('pkgnum', $cust_pkg->pkgnum );
2906 $_->set('locationnum', $cust_pkg->locationnum );
2910 $taxes{''} = [ @taxes ];
2911 $taxes{'setup'} = [ @taxes ];
2912 $taxes{'recur'} = [ @taxes ];
2913 $taxes{$_} = [ @taxes ] foreach (@classes);
2915 # maybe eliminate this entirely, along with all the 0% records
2918 "fatal: can't find tax rate for state/county/country/taxclass ".
2919 join('/', map $taxhash{$_}, qw(state county country taxclass) );
2922 } #if $conf->exists('enable_taxproducts') ...
2927 if ( $conf->exists('separate_usage') ) {
2928 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2929 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2930 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2931 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2932 push @display, new FS::cust_bill_pkg_display { type => 'U',
2935 if ($section && $summary) {
2936 $display[2]->post_total('Y');
2937 push @display, new FS::cust_bill_pkg_display { type => 'U',
2942 $cust_bill_pkg->set('display', \@display);
2944 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2945 foreach my $key (keys %tax_cust_bill_pkg) {
2946 my @taxes = @{ $taxes{$key} || [] };
2947 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2949 my %localtaxlisthash = ();
2950 foreach my $tax ( @taxes ) {
2952 my $taxname = ref( $tax ). ' '. $tax->taxnum;
2953 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
2954 # ' locationnum'. $cust_pkg->locationnum
2955 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
2957 $taxlisthash->{ $taxname } ||= [ $tax ];
2958 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2960 $localtaxlisthash{ $taxname } ||= [ $tax ];
2961 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
2965 warn "finding taxed taxes...\n" if $DEBUG > 2;
2966 foreach my $tax ( keys %localtaxlisthash ) {
2967 my $tax_object = shift @{ $localtaxlisthash{$tax} };
2968 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2970 next unless $tax_object->can('tax_on_tax');
2972 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2973 my $totname = ref( $tot ). ' '. $tot->taxnum;
2975 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2977 next unless exists( $localtaxlisthash{ $totname } ); # only increase
2979 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2980 my $hashref_or_error =
2981 $tax_object->taxline( $localtaxlisthash{$tax},
2982 'custnum' => $self->custnum,
2983 'invoice_time' => $invoice_time,
2985 return $hashref_or_error
2986 unless ref($hashref_or_error);
2988 $taxlisthash->{ $totname } ||= [ $tot ];
2989 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
3001 my $part_pkg = shift;
3005 my $geocode = $self->geocode('cch');
3007 my @taxclassnums = map { $_->taxclassnum }
3008 $part_pkg->part_pkg_taxoverride($class);
3010 unless (@taxclassnums) {
3011 @taxclassnums = map { $_->taxclassnum }
3012 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
3014 warn "Found taxclassnum values of ". join(',', @taxclassnums)
3019 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
3021 @taxes = qsearch({ 'table' => 'tax_rate',
3022 'hashref' => { 'geocode' => $geocode, },
3023 'extra_sql' => $extra_sql,
3025 if scalar(@taxclassnums);
3027 warn "Found taxes ".
3028 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
3035 =item collect OPTIONS
3037 (Attempt to) collect money for this customer's outstanding invoices (see
3038 L<FS::cust_bill>). Usually used after the bill method.
3040 Actions are now triggered by billing events; see L<FS::part_event> and the
3041 billing events web interface. Old-style invoice events (see
3042 L<FS::part_bill_event>) have been deprecated.
3044 If there is an error, returns the error, otherwise returns false.
3046 Options are passed as name-value pairs.
3048 Currently available options are:
3054 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.
3058 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3062 set true to surpress email card/ACH decline notices.
3066 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3070 allows for one time override of normal customer billing method
3074 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)
3082 my( $self, %options ) = @_;
3083 my $invoice_time = $options{'invoice_time'} || time;
3086 local $SIG{HUP} = 'IGNORE';
3087 local $SIG{INT} = 'IGNORE';
3088 local $SIG{QUIT} = 'IGNORE';
3089 local $SIG{TERM} = 'IGNORE';
3090 local $SIG{TSTP} = 'IGNORE';
3091 local $SIG{PIPE} = 'IGNORE';
3093 my $oldAutoCommit = $FS::UID::AutoCommit;
3094 local $FS::UID::AutoCommit = 0;
3097 $self->select_for_update; #mutex
3100 my $balance = $self->balance;
3101 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3104 if ( exists($options{'retry_card'}) ) {
3105 carp 'retry_card option passed to collect is deprecated; use retry';
3106 $options{'retry'} ||= $options{'retry_card'};
3108 if ( exists($options{'retry'}) && $options{'retry'} ) {
3109 my $error = $self->retry_realtime;
3111 $dbh->rollback if $oldAutoCommit;
3116 # false laziness w/pay_batch::import_results
3118 my $due_cust_event = $self->due_cust_event(
3119 'debug' => ( $options{'debug'} || 0 ),
3120 'time' => $invoice_time,
3121 'check_freq' => $options{'check_freq'},
3123 unless( ref($due_cust_event) ) {
3124 $dbh->rollback if $oldAutoCommit;
3125 return $due_cust_event;
3128 foreach my $cust_event ( @$due_cust_event ) {
3132 #re-eval event conditions (a previous event could have changed things)
3133 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
3134 #don't leave stray "new/locked" records around
3135 my $error = $cust_event->delete;
3137 #gah, even with transactions
3138 $dbh->commit if $oldAutoCommit; #well.
3145 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3146 warn " running cust_event ". $cust_event->eventnum. "\n"
3150 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3151 if ( my $error = $cust_event->do_event() ) {
3152 #XXX wtf is this? figure out a proper dealio with return value
3154 # gah, even with transactions.
3155 $dbh->commit if $oldAutoCommit; #well.
3162 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3167 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3169 Inserts database records for and returns an ordered listref of new events due
3170 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3171 events are due, an empty listref is returned. If there is an error, returns a
3172 scalar error message.
3174 To actually run the events, call each event's test_condition method, and if
3175 still true, call the event's do_event method.
3177 Options are passed as a hashref or as a list of name-value pairs. Available
3184 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3188 "Current time" for the events.
3192 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3196 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3200 Explicitly pass the objects to be tested (typically used with eventtable).
3204 Set to true to return the objects, but not actually insert them into the
3211 sub due_cust_event {
3213 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3216 #my $DEBUG = $opt{'debug'}
3217 local($DEBUG) = $opt{'debug'}
3218 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3220 warn "$me due_cust_event called with options ".
3221 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3224 $opt{'time'} ||= time;
3226 local $SIG{HUP} = 'IGNORE';
3227 local $SIG{INT} = 'IGNORE';
3228 local $SIG{QUIT} = 'IGNORE';
3229 local $SIG{TERM} = 'IGNORE';
3230 local $SIG{TSTP} = 'IGNORE';
3231 local $SIG{PIPE} = 'IGNORE';
3233 my $oldAutoCommit = $FS::UID::AutoCommit;
3234 local $FS::UID::AutoCommit = 0;
3237 $self->select_for_update #mutex
3238 unless $opt{testonly};
3241 # 1: find possible events (initial search)
3244 my @cust_event = ();
3246 my @eventtable = $opt{'eventtable'}
3247 ? ( $opt{'eventtable'} )
3248 : FS::part_event->eventtables_runorder;
3250 foreach my $eventtable ( @eventtable ) {
3253 if ( $opt{'objects'} ) {
3255 @objects = @{ $opt{'objects'} };
3259 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3260 @objects = ( $eventtable eq 'cust_main' )
3262 : ( $self->$eventtable() );
3266 my @e_cust_event = ();
3268 my $cross = "CROSS JOIN $eventtable";
3269 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3270 unless $eventtable eq 'cust_main';
3272 foreach my $object ( @objects ) {
3274 #this first search uses the condition_sql magic for optimization.
3275 #the more possible events we can eliminate in this step the better
3277 my $cross_where = '';
3278 my $pkey = $object->primary_key;
3279 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3281 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3283 FS::part_event_condition->where_conditions_sql( $eventtable,
3284 'time'=>$opt{'time'}
3286 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3288 $extra_sql = "AND $extra_sql" if $extra_sql;
3290 #here is the agent virtualization
3291 $extra_sql .= " AND ( part_event.agentnum IS NULL
3292 OR part_event.agentnum = ". $self->agentnum. ' )';
3294 $extra_sql .= " $order";
3296 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3297 if $opt{'debug'} > 2;
3298 my @part_event = qsearch( {
3299 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3300 'select' => 'part_event.*',
3301 'table' => 'part_event',
3302 'addl_from' => "$cross $join",
3303 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3304 'eventtable' => $eventtable,
3307 'extra_sql' => "AND $cross_where $extra_sql",
3311 my $pkey = $object->primary_key;
3312 warn " ". scalar(@part_event).
3313 " possible events found for $eventtable ". $object->$pkey(). "\n";
3316 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3320 warn " ". scalar(@e_cust_event).
3321 " subtotal possible cust events found for $eventtable\n"
3324 push @cust_event, @e_cust_event;
3328 warn " ". scalar(@cust_event).
3329 " total possible cust events found in initial search\n"
3333 # 2: test conditions
3338 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3339 'stats_hashref' => \%unsat ),
3342 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3345 warn " invalid conditions not eliminated with condition_sql:\n".
3346 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3353 unless( $opt{testonly} ) {
3354 foreach my $cust_event ( @cust_event ) {
3356 my $error = $cust_event->insert();
3358 $dbh->rollback if $oldAutoCommit;
3365 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3371 warn " returning events: ". Dumper(@cust_event). "\n"
3378 =item retry_realtime
3380 Schedules realtime / batch credit card / electronic check / LEC billing
3381 events for for retry. Useful if card information has changed or manual
3382 retry is desired. The 'collect' method must be called to actually retry
3385 Implementation details: For either this customer, or for each of this
3386 customer's open invoices, changes the status of the first "done" (with
3387 statustext error) realtime processing event to "failed".
3391 sub retry_realtime {
3394 local $SIG{HUP} = 'IGNORE';
3395 local $SIG{INT} = 'IGNORE';
3396 local $SIG{QUIT} = 'IGNORE';
3397 local $SIG{TERM} = 'IGNORE';
3398 local $SIG{TSTP} = 'IGNORE';
3399 local $SIG{PIPE} = 'IGNORE';
3401 my $oldAutoCommit = $FS::UID::AutoCommit;
3402 local $FS::UID::AutoCommit = 0;
3405 #a little false laziness w/due_cust_event (not too bad, really)
3407 my $join = FS::part_event_condition->join_conditions_sql;
3408 my $order = FS::part_event_condition->order_conditions_sql;
3411 . join ( ' OR ' , map {
3412 "( part_event.eventtable = " . dbh->quote($_)
3413 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3414 } FS::part_event->eventtables)
3417 #here is the agent virtualization
3418 my $agent_virt = " ( part_event.agentnum IS NULL
3419 OR part_event.agentnum = ". $self->agentnum. ' )';
3421 #XXX this shouldn't be hardcoded, actions should declare it...
3422 my @realtime_events = qw(
3423 cust_bill_realtime_card
3424 cust_bill_realtime_check
3425 cust_bill_realtime_lec
3429 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3434 my @cust_event = qsearchs({
3435 'table' => 'cust_event',
3436 'select' => 'cust_event.*',
3437 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3438 'hashref' => { 'status' => 'done' },
3439 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3440 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3443 my %seen_invnum = ();
3444 foreach my $cust_event (@cust_event) {
3446 #max one for the customer, one for each open invoice
3447 my $cust_X = $cust_event->cust_X;
3448 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3452 or $cust_event->part_event->eventtable eq 'cust_bill'
3455 my $error = $cust_event->retry;
3457 $dbh->rollback if $oldAutoCommit;
3458 return "error scheduling event for retry: $error";
3463 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3468 # some horrid false laziness here to avoid refactor fallout
3469 # eventually realtime realtime_bop and realtime_refund_bop should go
3470 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3472 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3474 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3475 via a Business::OnlinePayment realtime gateway. See
3476 L<http://420.am/business-onlinepayment> for supported gateways.
3478 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3480 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3482 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3483 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3484 if set, will override the value from the customer record.
3486 I<description> is a free-text field passed to the gateway. It defaults to
3487 "Internet services".
3489 If an I<invnum> is specified, this payment (if successful) is applied to the
3490 specified invoice. If you don't specify an I<invnum> you might want to
3491 call the B<apply_payments> method.
3493 I<quiet> can be set true to surpress email decline notices.
3495 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3496 resulting paynum, if any.
3498 I<payunique> is a unique identifier for this payment.
3500 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3507 return $self->_new_realtime_bop(@_)
3508 if $self->_new_bop_required();
3510 my( $method, $amount, %options ) = @_;
3512 warn "$me realtime_bop: $method $amount\n";
3513 warn " $_ => $options{$_}\n" foreach keys %options;
3516 $options{'description'} ||= 'Internet services';
3518 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3520 eval "use Business::OnlinePayment";
3523 my $payinfo = exists($options{'payinfo'})
3524 ? $options{'payinfo'}
3527 my %method2payby = (
3534 # check for banned credit card/ACH
3537 my $ban = qsearchs('banned_pay', {
3538 'payby' => $method2payby{$method},
3539 'payinfo' => md5_base64($payinfo),
3541 return "Banned credit card" if $ban;
3544 # set taxclass and trans_is_recur based on invnum if there is one
3548 my $trans_is_recur = 0;
3549 if ( $options{'invnum'} ) {
3551 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3552 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3555 map { $_->part_pkg }
3557 map { $_->cust_pkg }
3558 $cust_bill->cust_bill_pkg;
3560 my @taxclasses = map $_->taxclass, @part_pkg;
3561 $taxclass = $taxclasses[0]
3562 unless grep { $taxclasses[0] ne $_ } @taxclasses; #unless there are
3563 #different taxclasses
3565 if grep { $_->freq ne '0' } @part_pkg;
3573 #look for an agent gateway override first
3575 if ( $method eq 'CC' ) {
3576 $cardtype = cardtype($payinfo);
3577 } elsif ( $method eq 'ECHECK' ) {
3580 $cardtype = $method;
3584 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3585 cardtype => $cardtype,
3586 taxclass => $taxclass, } )
3587 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3589 taxclass => $taxclass, } )
3590 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3591 cardtype => $cardtype,
3593 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3595 taxclass => '', } );
3597 my $payment_gateway = '';
3598 my( $processor, $login, $password, $action, @bop_options );
3599 if ( $override ) { #use a payment gateway override
3601 $payment_gateway = $override->payment_gateway;
3603 $processor = $payment_gateway->gateway_module;
3604 $login = $payment_gateway->gateway_username;
3605 $password = $payment_gateway->gateway_password;
3606 $action = $payment_gateway->gateway_action;
3607 @bop_options = $payment_gateway->options;
3609 } else { #use the standard settings from the config
3611 ( $processor, $login, $password, $action, @bop_options ) =
3612 $self->default_payment_gateway($method);
3620 my $address = exists($options{'address1'})
3621 ? $options{'address1'}
3623 my $address2 = exists($options{'address2'})
3624 ? $options{'address2'}
3626 $address .= ", ". $address2 if length($address2);
3628 my $o_payname = exists($options{'payname'})
3629 ? $options{'payname'}
3631 my($payname, $payfirst, $paylast);
3632 if ( $o_payname && $method ne 'ECHECK' ) {
3633 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3634 or return "Illegal payname $payname";
3635 ($payfirst, $paylast) = ($1, $2);
3637 $payfirst = $self->getfield('first');
3638 $paylast = $self->getfield('last');
3639 $payname = "$payfirst $paylast";
3642 my @invoicing_list = $self->invoicing_list_emailonly;
3643 if ( $conf->exists('emailinvoiceautoalways')
3644 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3645 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3646 push @invoicing_list, $self->all_emails;
3649 my $email = ($conf->exists('business-onlinepayment-email-override'))
3650 ? $conf->config('business-onlinepayment-email-override')
3651 : $invoicing_list[0];
3655 my $payip = exists($options{'payip'})
3658 $content{customer_ip} = $payip
3661 $content{invoice_number} = $options{'invnum'}
3662 if exists($options{'invnum'}) && length($options{'invnum'});
3664 $content{email_customer} =
3665 ( $conf->exists('business-onlinepayment-email_customer')
3666 || $conf->exists('business-onlinepayment-email-override') );
3669 if ( $method eq 'CC' ) {
3671 $content{card_number} = $payinfo;
3672 $paydate = exists($options{'paydate'})
3673 ? $options{'paydate'}
3675 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3676 $content{expiration} = "$2/$1";
3678 my $paycvv = exists($options{'paycvv'})
3679 ? $options{'paycvv'}
3681 $content{cvv2} = $paycvv
3684 my $paystart_month = exists($options{'paystart_month'})
3685 ? $options{'paystart_month'}
3686 : $self->paystart_month;
3688 my $paystart_year = exists($options{'paystart_year'})
3689 ? $options{'paystart_year'}
3690 : $self->paystart_year;
3692 $content{card_start} = "$paystart_month/$paystart_year"
3693 if $paystart_month && $paystart_year;
3695 my $payissue = exists($options{'payissue'})
3696 ? $options{'payissue'}
3698 $content{issue_number} = $payissue if $payissue;
3700 if ( $self->_bop_recurring_billing( 'payinfo' => $payinfo,
3701 'trans_is_recur' => $trans_is_recur,
3705 $content{recurring_billing} = 'YES';
3706 $content{acct_code} = 'rebill'
3707 if $conf->exists('credit_card-recurring_billing_acct_code');
3710 } elsif ( $method eq 'ECHECK' ) {
3711 ( $content{account_number}, $content{routing_code} ) =
3712 split('@', $payinfo);
3713 $content{bank_name} = $o_payname;
3714 $content{bank_state} = exists($options{'paystate'})
3715 ? $options{'paystate'}
3716 : $self->getfield('paystate');
3717 $content{account_type} = exists($options{'paytype'})
3718 ? uc($options{'paytype'}) || 'CHECKING'
3719 : uc($self->getfield('paytype')) || 'CHECKING';
3720 $content{account_name} = $payname;
3721 $content{customer_org} = $self->company ? 'B' : 'I';
3722 $content{state_id} = exists($options{'stateid'})
3723 ? $options{'stateid'}
3724 : $self->getfield('stateid');
3725 $content{state_id_state} = exists($options{'stateid_state'})
3726 ? $options{'stateid_state'}
3727 : $self->getfield('stateid_state');
3728 $content{customer_ssn} = exists($options{'ss'})
3731 } elsif ( $method eq 'LEC' ) {
3732 $content{phone} = $payinfo;
3736 # run transaction(s)
3739 my $balance = exists( $options{'balance'} )
3740 ? $options{'balance'}
3743 $self->select_for_update; #mutex ... just until we get our pending record in
3745 #the checks here are intended to catch concurrent payments
3746 #double-form-submission prevention is taken care of in cust_pay_pending::check
3749 return "The customer's balance has changed; $method transaction aborted."
3750 if $self->balance < $balance;
3751 #&& $self->balance < $amount; #might as well anyway?
3753 #also check and make sure there aren't *other* pending payments for this cust
3755 my @pending = qsearch('cust_pay_pending', {
3756 'custnum' => $self->custnum,
3757 'status' => { op=>'!=', value=>'done' }
3759 return "A payment is already being processed for this customer (".
3760 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3761 "); $method transaction aborted."
3762 if scalar(@pending);
3764 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3766 my $cust_pay_pending = new FS::cust_pay_pending {
3767 'custnum' => $self->custnum,
3768 #'invnum' => $options{'invnum'},
3771 'payby' => $method2payby{$method},
3772 'payinfo' => $payinfo,
3773 'paydate' => $paydate,
3774 'recurring_billing' => $content{recurring_billing},
3776 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3778 $cust_pay_pending->payunique( $options{payunique} )
3779 if defined($options{payunique}) && length($options{payunique});
3780 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3781 return $cpp_new_err if $cpp_new_err;
3783 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3785 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3786 $transaction->content(
3789 'password' => $password,
3790 'action' => $action1,
3791 'description' => $options{'description'},
3792 'amount' => $amount,
3793 #'invoice_number' => $options{'invnum'},
3794 'customer_id' => $self->custnum,
3795 'last_name' => $paylast,
3796 'first_name' => $payfirst,
3798 'address' => $address,
3799 'city' => ( exists($options{'city'})
3802 'state' => ( exists($options{'state'})
3805 'zip' => ( exists($options{'zip'})
3808 'country' => ( exists($options{'country'})
3809 ? $options{'country'}
3811 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
3813 'phone' => $self->daytime || $self->night,
3817 $cust_pay_pending->status('pending');
3818 my $cpp_pending_err = $cust_pay_pending->replace;
3819 return $cpp_pending_err if $cpp_pending_err;
3822 my $BOP_TESTING = 0;
3823 my $BOP_TESTING_SUCCESS = 1;
3825 unless ( $BOP_TESTING ) {
3826 $transaction->submit();
3828 if ( $BOP_TESTING_SUCCESS ) {
3829 $transaction->is_success(1);
3830 $transaction->authorization('fake auth');
3832 $transaction->is_success(0);
3833 $transaction->error_message('fake failure');
3837 if ( $transaction->is_success() && $action2 ) {
3839 $cust_pay_pending->status('authorized');
3840 my $cpp_authorized_err = $cust_pay_pending->replace;
3841 return $cpp_authorized_err if $cpp_authorized_err;
3843 my $auth = $transaction->authorization;
3844 my $ordernum = $transaction->can('order_number')
3845 ? $transaction->order_number
3849 new Business::OnlinePayment( $processor, @bop_options );
3856 password => $password,
3857 order_number => $ordernum,
3859 authorization => $auth,
3860 description => $options{'description'},
3863 foreach my $field (qw( authorization_source_code returned_ACI
3864 transaction_identifier validation_code
3865 transaction_sequence_num local_transaction_date
3866 local_transaction_time AVS_result_code )) {
3867 $capture{$field} = $transaction->$field() if $transaction->can($field);
3870 $capture->content( %capture );
3874 unless ( $capture->is_success ) {
3875 my $e = "Authorization successful but capture failed, custnum #".
3876 $self->custnum. ': '. $capture->result_code.
3877 ": ". $capture->error_message;
3884 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3885 my $cpp_captured_err = $cust_pay_pending->replace;
3886 return $cpp_captured_err if $cpp_captured_err;
3889 # remove paycvv after initial transaction
3892 #false laziness w/misc/process/payment.cgi - check both to make sure working
3894 if ( defined $self->dbdef_table->column('paycvv')
3895 && length($self->paycvv)
3896 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3898 my $error = $self->remove_cvv;
3900 warn "WARNING: error removing cvv: $error\n";
3908 if ( $transaction->is_success() ) {
3911 if ( $payment_gateway ) { # agent override
3912 $paybatch = $payment_gateway->gatewaynum. '-';
3915 $paybatch .= "$processor:". $transaction->authorization;
3917 $paybatch .= ':'. $transaction->order_number
3918 if $transaction->can('order_number')
3919 && length($transaction->order_number);
3921 my $cust_pay = new FS::cust_pay ( {
3922 'custnum' => $self->custnum,
3923 'invnum' => $options{'invnum'},
3926 'payby' => $method2payby{$method},
3927 'payinfo' => $payinfo,
3928 'paybatch' => $paybatch,
3929 'paydate' => $paydate,
3931 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3932 $cust_pay->payunique( $options{payunique} )
3933 if defined($options{payunique}) && length($options{payunique});
3935 my $oldAutoCommit = $FS::UID::AutoCommit;
3936 local $FS::UID::AutoCommit = 0;
3939 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3941 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3944 $cust_pay->invnum(''); #try again with no specific invnum
3945 my $error2 = $cust_pay->insert( $options{'manual'} ?
3946 ( 'manual' => 1 ) : ()
3949 # gah. but at least we have a record of the state we had to abort in
3950 # from cust_pay_pending now.
3951 my $e = "WARNING: $method captured but payment not recorded - ".
3952 "error inserting payment ($processor): $error2".
3953 " (previously tried insert with invnum #$options{'invnum'}" .
3954 ": $error ) - pending payment saved as paypendingnum ".
3955 $cust_pay_pending->paypendingnum. "\n";
3961 if ( $options{'paynum_ref'} ) {
3962 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3965 $cust_pay_pending->status('done');
3966 $cust_pay_pending->statustext('captured');
3967 $cust_pay_pending->paynum($cust_pay->paynum);
3968 my $cpp_done_err = $cust_pay_pending->replace;
3970 if ( $cpp_done_err ) {
3972 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3973 my $e = "WARNING: $method captured but payment not recorded - ".
3974 "error updating status for paypendingnum ".
3975 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3981 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3982 return ''; #no error
3988 my $perror = "$processor error: ". $transaction->error_message;
3990 unless ( $transaction->error_message ) {
3993 if ( $transaction->can('response_page') ) {
3995 'page' => ( $transaction->can('response_page')
3996 ? $transaction->response_page
3999 'code' => ( $transaction->can('response_code')
4000 ? $transaction->response_code
4003 'headers' => ( $transaction->can('response_headers')
4004 ? $transaction->response_headers
4010 "No additional debugging information available for $processor";
4013 $perror .= "No error_message returned from $processor -- ".
4014 ( ref($t_response) ? Dumper($t_response) : $t_response );
4018 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
4019 && $conf->exists('emaildecline')
4020 && grep { $_ ne 'POST' } $self->invoicing_list
4021 && ! grep { $transaction->error_message =~ /$_/ }
4022 $conf->config('emaildecline-exclude')
4024 my @templ = $conf->config('declinetemplate');
4025 my $template = new Text::Template (
4027 SOURCE => [ map "$_\n", @templ ],
4028 ) or return "($perror) can't create template: $Text::Template::ERROR";
4029 $template->compile()
4030 or return "($perror) can't compile template: $Text::Template::ERROR";
4032 my $templ_hash = { error => $transaction->error_message };
4034 my $error = send_email(
4035 'from' => $conf->config('invoice_from', $self->agentnum ),
4036 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
4037 'subject' => 'Your payment could not be processed',
4038 'body' => [ $template->fill_in(HASH => $templ_hash) ],
4041 $perror .= " (also received error sending decline notification: $error)"
4046 $cust_pay_pending->status('done');
4047 $cust_pay_pending->statustext("declined: $perror");
4048 my $cpp_done_err = $cust_pay_pending->replace;
4049 if ( $cpp_done_err ) {
4050 my $e = "WARNING: $method declined but pending payment not resolved - ".
4051 "error updating status for paypendingnum ".
4052 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4054 $perror = "$e ($perror)";
4062 sub _bop_recurring_billing {
4063 my( $self, %opt ) = @_;
4065 my $method = $conf->config('credit_card-recurring_billing_flag');
4067 if ( $method eq 'transaction_is_recur' ) {
4069 return 1 if $opt{'trans_is_recur'};
4073 my %hash = ( 'custnum' => $self->custnum,
4078 if qsearch('cust_pay', { %hash, 'payinfo' => $opt{'payinfo'} } )
4079 || qsearch('cust_pay', { %hash, 'paymask' => $self->mask_payinfo('CARD',
4090 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4092 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4093 via a Business::OnlinePayment realtime gateway. See
4094 L<http://420.am/business-onlinepayment> for supported gateways.
4096 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4098 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4100 Most gateways require a reference to an original payment transaction to refund,
4101 so you probably need to specify a I<paynum>.
4103 I<amount> defaults to the original amount of the payment if not specified.
4105 I<reason> specifies a reason for the refund.
4107 I<paydate> specifies the expiration date for a credit card overriding the
4108 value from the customer record or the payment record. Specified as yyyy-mm-dd
4110 Implementation note: If I<amount> is unspecified or equal to the amount of the
4111 orignal payment, first an attempt is made to "void" the transaction via
4112 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4113 the normal attempt is made to "refund" ("credit") the transaction via the
4114 gateway is attempted.
4116 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4117 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4118 #if set, will override the value from the customer record.
4120 #If an I<invnum> is specified, this payment (if successful) is applied to the
4121 #specified invoice. If you don't specify an I<invnum> you might want to
4122 #call the B<apply_payments> method.
4126 #some false laziness w/realtime_bop, not enough to make it worth merging
4127 #but some useful small subs should be pulled out
4128 sub realtime_refund_bop {
4131 return $self->_new_realtime_refund_bop(@_)
4132 if $self->_new_bop_required();
4134 my( $method, %options ) = @_;
4136 warn "$me realtime_refund_bop: $method refund\n";
4137 warn " $_ => $options{$_}\n" foreach keys %options;
4140 eval "use Business::OnlinePayment";
4144 # look up the original payment and optionally a gateway for that payment
4148 my $amount = $options{'amount'};
4150 my( $processor, $login, $password, @bop_options ) ;
4151 my( $auth, $order_number ) = ( '', '', '' );
4153 if ( $options{'paynum'} ) {
4155 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4156 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4157 or return "Unknown paynum $options{'paynum'}";
4158 $amount ||= $cust_pay->paid;
4160 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4161 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4162 $cust_pay->paybatch;
4163 my $gatewaynum = '';
4164 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4166 if ( $gatewaynum ) { #gateway for the payment to be refunded
4168 my $payment_gateway =
4169 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4170 die "payment gateway $gatewaynum not found"
4171 unless $payment_gateway;
4173 $processor = $payment_gateway->gateway_module;
4174 $login = $payment_gateway->gateway_username;
4175 $password = $payment_gateway->gateway_password;
4176 @bop_options = $payment_gateway->options;
4178 } else { #try the default gateway
4180 my( $conf_processor, $unused_action );
4181 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4182 $self->default_payment_gateway($method);
4184 return "processor of payment $options{'paynum'} $processor does not".
4185 " match default processor $conf_processor"
4186 unless $processor eq $conf_processor;
4191 } else { # didn't specify a paynum, so look for agent gateway overrides
4192 # like a normal transaction
4195 if ( $method eq 'CC' ) {
4196 $cardtype = cardtype($self->payinfo);
4197 } elsif ( $method eq 'ECHECK' ) {
4200 $cardtype = $method;
4203 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4204 cardtype => $cardtype,
4206 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4208 taxclass => '', } );
4210 if ( $override ) { #use a payment gateway override
4212 my $payment_gateway = $override->payment_gateway;
4214 $processor = $payment_gateway->gateway_module;
4215 $login = $payment_gateway->gateway_username;
4216 $password = $payment_gateway->gateway_password;
4217 #$action = $payment_gateway->gateway_action;
4218 @bop_options = $payment_gateway->options;
4220 } else { #use the standard settings from the config
4223 ( $processor, $login, $password, $unused_action, @bop_options ) =
4224 $self->default_payment_gateway($method);
4229 return "neither amount nor paynum specified" unless $amount;
4234 'password' => $password,
4235 'order_number' => $order_number,
4236 'amount' => $amount,
4237 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4239 $content{authorization} = $auth
4240 if length($auth); #echeck/ACH transactions have an order # but no auth
4241 #(at least with authorize.net)
4243 my $disable_void_after;
4244 if ($conf->exists('disable_void_after')
4245 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4246 $disable_void_after = $1;
4249 #first try void if applicable
4250 if ( $cust_pay && $cust_pay->paid == $amount
4252 ( not defined($disable_void_after) )
4253 || ( time < ($cust_pay->_date + $disable_void_after ) )
4256 warn " attempting void\n" if $DEBUG > 1;
4257 my $void = new Business::OnlinePayment( $processor, @bop_options );
4258 $void->content( 'action' => 'void', %content );
4260 if ( $void->is_success ) {
4261 my $error = $cust_pay->void($options{'reason'});
4263 # gah, even with transactions.
4264 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4265 "error voiding payment: $error";
4269 warn " void successful\n" if $DEBUG > 1;
4274 warn " void unsuccessful, trying refund\n"
4278 my $address = $self->address1;
4279 $address .= ", ". $self->address2 if $self->address2;
4281 my($payname, $payfirst, $paylast);
4282 if ( $self->payname && $method ne 'ECHECK' ) {
4283 $payname = $self->payname;
4284 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4285 or return "Illegal payname $payname";
4286 ($payfirst, $paylast) = ($1, $2);
4288 $payfirst = $self->getfield('first');
4289 $paylast = $self->getfield('last');
4290 $payname = "$payfirst $paylast";
4293 my @invoicing_list = $self->invoicing_list_emailonly;
4294 if ( $conf->exists('emailinvoiceautoalways')
4295 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4296 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4297 push @invoicing_list, $self->all_emails;
4300 my $email = ($conf->exists('business-onlinepayment-email-override'))
4301 ? $conf->config('business-onlinepayment-email-override')
4302 : $invoicing_list[0];
4304 my $payip = exists($options{'payip'})
4307 $content{customer_ip} = $payip
4311 if ( $method eq 'CC' ) {
4314 $content{card_number} = $payinfo = $cust_pay->payinfo;
4315 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4316 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4317 ($content{expiration} = "$2/$1"); # where available
4319 $content{card_number} = $payinfo = $self->payinfo;
4320 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4321 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4322 $content{expiration} = "$2/$1";
4325 } elsif ( $method eq 'ECHECK' ) {
4328 $payinfo = $cust_pay->payinfo;
4330 $payinfo = $self->payinfo;
4332 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4333 $content{bank_name} = $self->payname;
4334 $content{account_type} = 'CHECKING';
4335 $content{account_name} = $payname;
4336 $content{customer_org} = $self->company ? 'B' : 'I';
4337 $content{customer_ssn} = $self->ss;
4338 } elsif ( $method eq 'LEC' ) {
4339 $content{phone} = $payinfo = $self->payinfo;
4343 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4344 my %sub_content = $refund->content(
4345 'action' => 'credit',
4346 'customer_id' => $self->custnum,
4347 'last_name' => $paylast,
4348 'first_name' => $payfirst,
4350 'address' => $address,
4351 'city' => $self->city,
4352 'state' => $self->state,
4353 'zip' => $self->zip,
4354 'country' => $self->country,
4356 'phone' => $self->daytime || $self->night,
4359 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4363 return "$processor error: ". $refund->error_message
4364 unless $refund->is_success();
4366 my %method2payby = (
4372 my $paybatch = "$processor:". $refund->authorization;
4373 $paybatch .= ':'. $refund->order_number
4374 if $refund->can('order_number') && $refund->order_number;
4376 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4377 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4378 last unless @cust_bill_pay;
4379 my $cust_bill_pay = pop @cust_bill_pay;
4380 my $error = $cust_bill_pay->delete;
4384 my $cust_refund = new FS::cust_refund ( {
4385 'custnum' => $self->custnum,
4386 'paynum' => $options{'paynum'},
4387 'refund' => $amount,
4389 'payby' => $method2payby{$method},
4390 'payinfo' => $payinfo,
4391 'paybatch' => $paybatch,
4392 'reason' => $options{'reason'} || 'card or ACH refund',
4394 my $error = $cust_refund->insert;
4396 $cust_refund->paynum(''); #try again with no specific paynum
4397 my $error2 = $cust_refund->insert;
4399 # gah, even with transactions.
4400 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4401 "error inserting refund ($processor): $error2".
4402 " (previously tried insert with paynum #$options{'paynum'}" .
4413 # does the configuration indicate the new bop routines are required?
4415 sub _new_bop_required {
4418 my $botpp = 'Business::OnlineThirdPartyPayment';
4421 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4422 scalar( grep { $_->gateway_namespace eq $botpp }
4423 qsearch( 'payment_gateway', { 'disabled' => '' } )
4432 =item realtime_collect [ OPTION => VALUE ... ]
4434 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4435 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4436 gateway. See L<http://420.am/business-onlinepayment> and
4437 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4439 On failure returns an error message.
4441 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.
4443 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4445 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4446 then it is deduced from the customer record.
4448 If no I<amount> is specified, then the customer balance is used.
4450 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4451 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4452 if set, will override the value from the customer record.
4454 I<description> is a free-text field passed to the gateway. It defaults to
4455 "Internet services".
4457 If an I<invnum> is specified, this payment (if successful) is applied to the
4458 specified invoice. If you don't specify an I<invnum> you might want to
4459 call the B<apply_payments> method.
4461 I<quiet> can be set true to surpress email decline notices.
4463 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4464 resulting paynum, if any.
4466 I<payunique> is a unique identifier for this payment.
4468 I<session_id> is a session identifier associated with this payment.
4470 I<depend_jobnum> allows payment capture to unlock export jobs
4474 sub realtime_collect {
4475 my( $self, %options ) = @_;
4478 warn "$me realtime_collect:\n";
4479 warn " $_ => $options{$_}\n" foreach keys %options;
4482 $options{amount} = $self->balance unless exists( $options{amount} );
4483 $options{method} = FS::payby->payby2bop($self->payby)
4484 unless exists( $options{method} );
4486 return $self->realtime_bop({%options});
4490 =item _realtime_bop { [ ARG => VALUE ... ] }
4492 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4493 via a Business::OnlinePayment realtime gateway. See
4494 L<http://420.am/business-onlinepayment> for supported gateways.
4496 Required arguments in the hashref are I<method>, and I<amount>
4498 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4500 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4502 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4503 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4504 if set, will override the value from the customer record.
4506 I<description> is a free-text field passed to the gateway. It defaults to
4507 "Internet services".
4509 If an I<invnum> is specified, this payment (if successful) is applied to the
4510 specified invoice. If you don't specify an I<invnum> you might want to
4511 call the B<apply_payments> method.
4513 I<quiet> can be set true to surpress email decline notices.
4515 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4516 resulting paynum, if any.
4518 I<payunique> is a unique identifier for this payment.
4520 I<session_id> is a session identifier associated with this payment.
4522 I<depend_jobnum> allows payment capture to unlock export jobs
4524 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4528 # some helper routines
4529 sub _payment_gateway {
4530 my ($self, $options) = @_;
4532 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4533 unless exists($options->{payment_gateway});
4535 $options->{payment_gateway};
4539 my ($self, $options) = @_;
4542 'login' => $options->{payment_gateway}->gateway_username,
4543 'password' => $options->{payment_gateway}->gateway_password,
4548 my ($self, $options) = @_;
4550 $options->{payment_gateway}->gatewaynum
4551 ? $options->{payment_gateway}->options
4552 : @{ $options->{payment_gateway}->get('options') };
4556 my ($self, $options) = @_;
4558 $options->{description} ||= 'Internet services';
4559 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4560 $options->{invnum} ||= '';
4561 $options->{payname} = $self->payname unless exists( $options->{payname} );
4565 my ($self, $options) = @_;
4568 $content{address} = exists($options->{'address1'})
4569 ? $options->{'address1'}
4571 my $address2 = exists($options->{'address2'})
4572 ? $options->{'address2'}
4574 $content{address} .= ", ". $address2 if length($address2);
4576 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4577 $content{customer_ip} = $payip if length($payip);
4579 $content{invoice_number} = $options->{'invnum'}
4580 if exists($options->{'invnum'}) && length($options->{'invnum'});
4582 $content{email_customer} =
4583 ( $conf->exists('business-onlinepayment-email_customer')
4584 || $conf->exists('business-onlinepayment-email-override') );
4586 $content{payfirst} = $self->getfield('first');
4587 $content{paylast} = $self->getfield('last');
4589 $content{account_name} = "$content{payfirst} $content{paylast}"
4590 if $options->{method} eq 'ECHECK';
4592 $content{name} = $options->{payname};
4593 $content{name} = $content{account_name} if exists($content{account_name});
4595 $content{city} = exists($options->{city})
4598 $content{state} = exists($options->{state})
4601 $content{zip} = exists($options->{zip})
4604 $content{country} = exists($options->{country})
4605 ? $options->{country}
4607 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4608 $content{phone} = $self->daytime || $self->night;
4613 my %bop_method2payby = (
4619 sub _new_realtime_bop {
4623 if (ref($_[0]) eq 'HASH') {
4624 %options = %{$_[0]};
4626 my ( $method, $amount ) = ( shift, shift );
4628 $options{method} = $method;
4629 $options{amount} = $amount;
4633 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4634 warn " $_ => $options{$_}\n" foreach keys %options;
4637 return $self->fake_bop(%options) if $options{'fake'};
4639 $self->_bop_defaults(\%options);
4642 # set trans_is_recur based on invnum if there is one
4645 my $trans_is_recur = 0;
4646 if ( $options{'invnum'} ) {
4648 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
4649 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
4652 map { $_->part_pkg }
4654 map { $_->cust_pkg }
4655 $cust_bill->cust_bill_pkg;
4658 if grep { $_->freq ne '0' } @part_pkg;
4666 my $payment_gateway = $self->_payment_gateway( \%options );
4667 my $namespace = $payment_gateway->gateway_namespace;
4669 eval "use $namespace";
4673 # check for banned credit card/ACH
4676 my $ban = qsearchs('banned_pay', {
4677 'payby' => $bop_method2payby{$options{method}},
4678 'payinfo' => md5_base64($options{payinfo}),
4680 return "Banned credit card" if $ban;
4686 my (%bop_content) = $self->_bop_content(\%options);
4688 if ( $options{method} ne 'ECHECK' ) {
4689 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4690 or return "Illegal payname $options{payname}";
4691 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
4694 my @invoicing_list = $self->invoicing_list_emailonly;
4695 if ( $conf->exists('emailinvoiceautoalways')
4696 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4697 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4698 push @invoicing_list, $self->all_emails;
4701 my $email = ($conf->exists('business-onlinepayment-email-override'))
4702 ? $conf->config('business-onlinepayment-email-override')
4703 : $invoicing_list[0];
4707 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4709 $content{card_number} = $options{payinfo};
4710 $paydate = exists($options{'paydate'})
4711 ? $options{'paydate'}
4713 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4714 $content{expiration} = "$2/$1";
4716 my $paycvv = exists($options{'paycvv'})
4717 ? $options{'paycvv'}
4719 $content{cvv2} = $paycvv
4722 my $paystart_month = exists($options{'paystart_month'})
4723 ? $options{'paystart_month'}
4724 : $self->paystart_month;
4726 my $paystart_year = exists($options{'paystart_year'})
4727 ? $options{'paystart_year'}
4728 : $self->paystart_year;
4730 $content{card_start} = "$paystart_month/$paystart_year"
4731 if $paystart_month && $paystart_year;
4733 my $payissue = exists($options{'payissue'})
4734 ? $options{'payissue'}
4736 $content{issue_number} = $payissue if $payissue;
4738 if ( $self->_bop_recurring_billing( 'payinfo' => $options{'payinfo'},
4739 'trans_is_recur' => $trans_is_recur,
4743 $content{recurring_billing} = 'YES';
4744 $content{acct_code} = 'rebill'
4745 if $conf->exists('credit_card-recurring_billing_acct_code');
4748 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4749 ( $content{account_number}, $content{routing_code} ) =
4750 split('@', $options{payinfo});
4751 $content{bank_name} = $options{payname};
4752 $content{bank_state} = exists($options{'paystate'})
4753 ? $options{'paystate'}
4754 : $self->getfield('paystate');
4755 $content{account_type} = exists($options{'paytype'})
4756 ? uc($options{'paytype'}) || 'CHECKING'
4757 : uc($self->getfield('paytype')) || 'CHECKING';
4758 $content{customer_org} = $self->company ? 'B' : 'I';
4759 $content{state_id} = exists($options{'stateid'})
4760 ? $options{'stateid'}
4761 : $self->getfield('stateid');
4762 $content{state_id_state} = exists($options{'stateid_state'})
4763 ? $options{'stateid_state'}
4764 : $self->getfield('stateid_state');
4765 $content{customer_ssn} = exists($options{'ss'})
4768 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4769 $content{phone} = $options{payinfo};
4770 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4777 # run transaction(s)
4780 my $balance = exists( $options{'balance'} )
4781 ? $options{'balance'}
4784 $self->select_for_update; #mutex ... just until we get our pending record in
4786 #the checks here are intended to catch concurrent payments
4787 #double-form-submission prevention is taken care of in cust_pay_pending::check
4790 return "The customer's balance has changed; $options{method} transaction aborted."
4791 if $self->balance < $balance;
4792 #&& $self->balance < $options{amount}; #might as well anyway?
4794 #also check and make sure there aren't *other* pending payments for this cust
4796 my @pending = qsearch('cust_pay_pending', {
4797 'custnum' => $self->custnum,
4798 'status' => { op=>'!=', value=>'done' }
4800 return "A payment is already being processed for this customer (".
4801 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4802 "); $options{method} transaction aborted."
4803 if scalar(@pending);
4805 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4807 my $cust_pay_pending = new FS::cust_pay_pending {
4808 'custnum' => $self->custnum,
4809 #'invnum' => $options{'invnum'},
4810 'paid' => $options{amount},
4812 'payby' => $bop_method2payby{$options{method}},
4813 'payinfo' => $options{payinfo},
4814 'paydate' => $paydate,
4815 'recurring_billing' => $content{recurring_billing},
4817 'gatewaynum' => $payment_gateway->gatewaynum || '',
4818 'session_id' => $options{session_id} || '',
4819 'jobnum' => $options{depend_jobnum} || '',
4821 $cust_pay_pending->payunique( $options{payunique} )
4822 if defined($options{payunique}) && length($options{payunique});
4823 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4824 return $cpp_new_err if $cpp_new_err;
4826 my( $action1, $action2 ) =
4827 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4829 my $transaction = new $namespace( $payment_gateway->gateway_module,
4830 $self->_bop_options(\%options),
4833 $transaction->content(
4834 'type' => $options{method},
4835 $self->_bop_auth(\%options),
4836 'action' => $action1,
4837 'description' => $options{'description'},
4838 'amount' => $options{amount},
4839 #'invoice_number' => $options{'invnum'},
4840 'customer_id' => $self->custnum,
4842 'reference' => $cust_pay_pending->paypendingnum, #for now
4847 $cust_pay_pending->status('pending');
4848 my $cpp_pending_err = $cust_pay_pending->replace;
4849 return $cpp_pending_err if $cpp_pending_err;
4852 my $BOP_TESTING = 0;
4853 my $BOP_TESTING_SUCCESS = 1;
4855 unless ( $BOP_TESTING ) {
4856 $transaction->submit();
4858 if ( $BOP_TESTING_SUCCESS ) {
4859 $transaction->is_success(1);
4860 $transaction->authorization('fake auth');
4862 $transaction->is_success(0);
4863 $transaction->error_message('fake failure');
4867 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4869 return { reference => $cust_pay_pending->paypendingnum,
4870 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4872 } elsif ( $transaction->is_success() && $action2 ) {
4874 $cust_pay_pending->status('authorized');
4875 my $cpp_authorized_err = $cust_pay_pending->replace;
4876 return $cpp_authorized_err if $cpp_authorized_err;
4878 my $auth = $transaction->authorization;
4879 my $ordernum = $transaction->can('order_number')
4880 ? $transaction->order_number
4884 new Business::OnlinePayment( $payment_gateway->gateway_module,
4885 $self->_bop_options(\%options),
4890 type => $options{method},
4892 $self->_bop_auth(\%options),
4893 order_number => $ordernum,
4894 amount => $options{amount},
4895 authorization => $auth,
4896 description => $options{'description'},
4899 foreach my $field (qw( authorization_source_code returned_ACI
4900 transaction_identifier validation_code
4901 transaction_sequence_num local_transaction_date
4902 local_transaction_time AVS_result_code )) {
4903 $capture{$field} = $transaction->$field() if $transaction->can($field);
4906 $capture->content( %capture );
4910 unless ( $capture->is_success ) {
4911 my $e = "Authorization successful but capture failed, custnum #".
4912 $self->custnum. ': '. $capture->result_code.
4913 ": ". $capture->error_message;
4921 # remove paycvv after initial transaction
4924 #false laziness w/misc/process/payment.cgi - check both to make sure working
4926 if ( defined $self->dbdef_table->column('paycvv')
4927 && length($self->paycvv)
4928 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4930 my $error = $self->remove_cvv;
4932 warn "WARNING: error removing cvv: $error\n";
4940 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4952 if (ref($_[0]) eq 'HASH') {
4953 %options = %{$_[0]};
4955 my ( $method, $amount ) = ( shift, shift );
4957 $options{method} = $method;
4958 $options{amount} = $amount;
4961 if ( $options{'fake_failure'} ) {
4962 return "Error: No error; test failure requested with fake_failure";
4966 #if ( $payment_gateway->gatewaynum ) { # agent override
4967 # $paybatch = $payment_gateway->gatewaynum. '-';
4970 #$paybatch .= "$processor:". $transaction->authorization;
4972 #$paybatch .= ':'. $transaction->order_number
4973 # if $transaction->can('order_number')
4974 # && length($transaction->order_number);
4976 my $paybatch = 'FakeProcessor:54:32';
4978 my $cust_pay = new FS::cust_pay ( {
4979 'custnum' => $self->custnum,
4980 'invnum' => $options{'invnum'},
4981 'paid' => $options{amount},
4983 'payby' => $bop_method2payby{$options{method}},
4984 #'payinfo' => $payinfo,
4985 'payinfo' => '4111111111111111',
4986 'paybatch' => $paybatch,
4987 #'paydate' => $paydate,
4988 'paydate' => '2012-05-01',
4990 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4992 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4995 $cust_pay->invnum(''); #try again with no specific invnum
4996 my $error2 = $cust_pay->insert( $options{'manual'} ?
4997 ( 'manual' => 1 ) : ()
5000 # gah, even with transactions.
5001 my $e = 'WARNING: Card/ACH debited but database not updated - '.
5002 "error inserting (fake!) payment: $error2".
5003 " (previously tried insert with invnum #$options{'invnum'}" .
5010 if ( $options{'paynum_ref'} ) {
5011 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5014 return ''; #no error
5019 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
5021 # Wraps up processing of a realtime credit card, ACH (electronic check) or
5022 # phone bill transaction.
5024 sub _realtime_bop_result {
5025 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
5027 warn "$me _realtime_bop_result: pending transaction ".
5028 $cust_pay_pending->paypendingnum. "\n";
5029 warn " $_ => $options{$_}\n" foreach keys %options;
5032 my $payment_gateway = $options{payment_gateway}
5033 or return "no payment gateway in arguments to _realtime_bop_result";
5035 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
5036 my $cpp_captured_err = $cust_pay_pending->replace;
5037 return $cpp_captured_err if $cpp_captured_err;
5039 if ( $transaction->is_success() ) {
5042 if ( $payment_gateway->gatewaynum ) { # agent override
5043 $paybatch = $payment_gateway->gatewaynum. '-';
5046 $paybatch .= $payment_gateway->gateway_module. ":".
5047 $transaction->authorization;
5049 $paybatch .= ':'. $transaction->order_number
5050 if $transaction->can('order_number')
5051 && length($transaction->order_number);
5053 my $cust_pay = new FS::cust_pay ( {
5054 'custnum' => $self->custnum,
5055 'invnum' => $options{'invnum'},
5056 'paid' => $cust_pay_pending->paid,
5058 'payby' => $cust_pay_pending->payby,
5059 #'payinfo' => $payinfo,
5060 'paybatch' => $paybatch,
5061 'paydate' => $cust_pay_pending->paydate,
5063 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
5064 $cust_pay->payunique( $options{payunique} )
5065 if defined($options{payunique}) && length($options{payunique});
5067 my $oldAutoCommit = $FS::UID::AutoCommit;
5068 local $FS::UID::AutoCommit = 0;
5071 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
5073 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
5076 $cust_pay->invnum(''); #try again with no specific invnum
5077 my $error2 = $cust_pay->insert( $options{'manual'} ?
5078 ( 'manual' => 1 ) : ()
5081 # gah. but at least we have a record of the state we had to abort in
5082 # from cust_pay_pending now.
5083 my $e = "WARNING: $options{method} captured but payment not recorded -".
5084 " error inserting payment (". $payment_gateway->gateway_module.
5086 " (previously tried insert with invnum #$options{'invnum'}" .
5087 ": $error ) - pending payment saved as paypendingnum ".
5088 $cust_pay_pending->paypendingnum. "\n";
5094 my $jobnum = $cust_pay_pending->jobnum;
5096 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5098 unless ( $placeholder ) {
5099 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5100 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5101 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5106 $error = $placeholder->delete;
5109 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5110 my $e = "WARNING: $options{method} captured but could not delete ".
5111 "job $jobnum for paypendingnum ".
5112 $cust_pay_pending->paypendingnum. ": $error\n";
5119 if ( $options{'paynum_ref'} ) {
5120 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5123 $cust_pay_pending->status('done');
5124 $cust_pay_pending->statustext('captured');
5125 $cust_pay_pending->paynum($cust_pay->paynum);
5126 my $cpp_done_err = $cust_pay_pending->replace;
5128 if ( $cpp_done_err ) {
5130 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5131 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5132 "error updating status for paypendingnum ".
5133 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5139 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5140 return ''; #no error
5146 my $perror = $payment_gateway->gateway_module. " error: ".
5147 $transaction->error_message;
5149 my $jobnum = $cust_pay_pending->jobnum;
5151 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5153 if ( $placeholder ) {
5154 my $error = $placeholder->depended_delete;
5155 $error ||= $placeholder->delete;
5156 warn "error removing provisioning jobs after declined paypendingnum ".
5157 $cust_pay_pending->paypendingnum. "\n";
5159 my $e = "error finding job $jobnum for declined paypendingnum ".
5160 $cust_pay_pending->paypendingnum. "\n";
5166 unless ( $transaction->error_message ) {
5169 if ( $transaction->can('response_page') ) {
5171 'page' => ( $transaction->can('response_page')
5172 ? $transaction->response_page
5175 'code' => ( $transaction->can('response_code')
5176 ? $transaction->response_code
5179 'headers' => ( $transaction->can('response_headers')
5180 ? $transaction->response_headers
5186 "No additional debugging information available for ".
5187 $payment_gateway->gateway_module;
5190 $perror .= "No error_message returned from ".
5191 $payment_gateway->gateway_module. " -- ".
5192 ( ref($t_response) ? Dumper($t_response) : $t_response );
5196 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5197 && $conf->exists('emaildecline')
5198 && grep { $_ ne 'POST' } $self->invoicing_list
5199 && ! grep { $transaction->error_message =~ /$_/ }
5200 $conf->config('emaildecline-exclude')
5202 my @templ = $conf->config('declinetemplate');
5203 my $template = new Text::Template (
5205 SOURCE => [ map "$_\n", @templ ],
5206 ) or return "($perror) can't create template: $Text::Template::ERROR";
5207 $template->compile()
5208 or return "($perror) can't compile template: $Text::Template::ERROR";
5210 my $templ_hash = { error => $transaction->error_message };
5212 my $error = send_email(
5213 'from' => $conf->config('invoice_from', $self->agentnum ),
5214 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5215 'subject' => 'Your payment could not be processed',
5216 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5219 $perror .= " (also received error sending decline notification: $error)"
5224 $cust_pay_pending->status('done');
5225 $cust_pay_pending->statustext("declined: $perror");
5226 my $cpp_done_err = $cust_pay_pending->replace;
5227 if ( $cpp_done_err ) {
5228 my $e = "WARNING: $options{method} declined but pending payment not ".
5229 "resolved - error updating status for paypendingnum ".
5230 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5232 $perror = "$e ($perror)";
5240 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5242 Verifies successful third party processing of a realtime credit card,
5243 ACH (electronic check) or phone bill transaction via a
5244 Business::OnlineThirdPartyPayment realtime gateway. See
5245 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5247 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5249 The additional options I<payname>, I<city>, I<state>,
5250 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5251 if set, will override the value from the customer record.
5253 I<description> is a free-text field passed to the gateway. It defaults to
5254 "Internet services".
5256 If an I<invnum> is specified, this payment (if successful) is applied to the
5257 specified invoice. If you don't specify an I<invnum> you might want to
5258 call the B<apply_payments> method.
5260 I<quiet> can be set true to surpress email decline notices.
5262 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5263 resulting paynum, if any.
5265 I<payunique> is a unique identifier for this payment.
5267 Returns a hashref containing elements bill_error (which will be undefined
5268 upon success) and session_id of any associated session.
5272 sub realtime_botpp_capture {
5273 my( $self, $cust_pay_pending, %options ) = @_;
5275 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5276 warn " $_ => $options{$_}\n" foreach keys %options;
5279 eval "use Business::OnlineThirdPartyPayment";
5283 # select the gateway
5286 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5288 my $payment_gateway = $cust_pay_pending->gatewaynum
5289 ? qsearchs( 'payment_gateway',
5290 { gatewaynum => $cust_pay_pending->gatewaynum }
5292 : $self->agent->payment_gateway( 'method' => $method,
5293 # 'invnum' => $cust_pay_pending->invnum,
5294 # 'payinfo' => $cust_pay_pending->payinfo,
5297 $options{payment_gateway} = $payment_gateway; # for the helper subs
5303 my @invoicing_list = $self->invoicing_list_emailonly;
5304 if ( $conf->exists('emailinvoiceautoalways')
5305 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5306 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5307 push @invoicing_list, $self->all_emails;
5310 my $email = ($conf->exists('business-onlinepayment-email-override'))
5311 ? $conf->config('business-onlinepayment-email-override')
5312 : $invoicing_list[0];
5316 $content{email_customer} =
5317 ( $conf->exists('business-onlinepayment-email_customer')
5318 || $conf->exists('business-onlinepayment-email-override') );
5321 # run transaction(s)
5325 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5326 $self->_bop_options(\%options),
5329 $transaction->reference({ %options });
5331 $transaction->content(
5333 $self->_bop_auth(\%options),
5334 'action' => 'Post Authorization',
5335 'description' => $options{'description'},
5336 'amount' => $cust_pay_pending->paid,
5337 #'invoice_number' => $options{'invnum'},
5338 'customer_id' => $self->custnum,
5339 'referer' => 'http://cleanwhisker.420.am/',
5340 'reference' => $cust_pay_pending->paypendingnum,
5342 'phone' => $self->daytime || $self->night,
5344 # plus whatever is required for bogus capture avoidance
5347 $transaction->submit();
5350 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5353 bill_error => $error,
5354 session_id => $cust_pay_pending->session_id,
5359 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5363 sub default_payment_gateway {
5364 my( $self, $method ) = @_;
5366 die "Real-time processing not enabled\n"
5367 unless $conf->exists('business-onlinepayment');
5369 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5372 my $bop_config = 'business-onlinepayment';
5373 $bop_config .= '-ach'
5374 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5375 my ( $processor, $login, $password, $action, @bop_options ) =
5376 $conf->config($bop_config);
5377 $action ||= 'normal authorization';
5378 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5379 die "No real-time processor is enabled - ".
5380 "did you set the business-onlinepayment configuration value?\n"
5383 ( $processor, $login, $password, $action, @bop_options )
5388 Removes the I<paycvv> field from the database directly.
5390 If there is an error, returns the error, otherwise returns false.
5396 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5397 or return dbh->errstr;
5398 $sth->execute($self->custnum)
5399 or return $sth->errstr;
5404 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5406 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5407 via a Business::OnlinePayment realtime gateway. See
5408 L<http://420.am/business-onlinepayment> for supported gateways.
5410 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5412 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5414 Most gateways require a reference to an original payment transaction to refund,
5415 so you probably need to specify a I<paynum>.
5417 I<amount> defaults to the original amount of the payment if not specified.
5419 I<reason> specifies a reason for the refund.
5421 I<paydate> specifies the expiration date for a credit card overriding the
5422 value from the customer record or the payment record. Specified as yyyy-mm-dd
5424 Implementation note: If I<amount> is unspecified or equal to the amount of the
5425 orignal payment, first an attempt is made to "void" the transaction via
5426 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5427 the normal attempt is made to "refund" ("credit") the transaction via the
5428 gateway is attempted.
5430 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5431 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5432 #if set, will override the value from the customer record.
5434 #If an I<invnum> is specified, this payment (if successful) is applied to the
5435 #specified invoice. If you don't specify an I<invnum> you might want to
5436 #call the B<apply_payments> method.
5440 #some false laziness w/realtime_bop, not enough to make it worth merging
5441 #but some useful small subs should be pulled out
5442 sub _new_realtime_refund_bop {
5446 if (ref($_[0]) ne 'HASH') {
5447 %options = %{$_[0]};
5451 $options{method} = $method;
5455 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5456 warn " $_ => $options{$_}\n" foreach keys %options;
5460 # look up the original payment and optionally a gateway for that payment
5464 my $amount = $options{'amount'};
5466 my( $processor, $login, $password, @bop_options, $namespace ) ;
5467 my( $auth, $order_number ) = ( '', '', '' );
5469 if ( $options{'paynum'} ) {
5471 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5472 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5473 or return "Unknown paynum $options{'paynum'}";
5474 $amount ||= $cust_pay->paid;
5476 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5477 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5478 $cust_pay->paybatch;
5479 my $gatewaynum = '';
5480 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5482 if ( $gatewaynum ) { #gateway for the payment to be refunded
5484 my $payment_gateway =
5485 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5486 die "payment gateway $gatewaynum not found"
5487 unless $payment_gateway;
5489 $processor = $payment_gateway->gateway_module;
5490 $login = $payment_gateway->gateway_username;
5491 $password = $payment_gateway->gateway_password;
5492 $namespace = $payment_gateway->gateway_namespace;
5493 @bop_options = $payment_gateway->options;
5495 } else { #try the default gateway
5498 my $payment_gateway =
5499 $self->agent->payment_gateway('method' => $options{method});
5501 ( $conf_processor, $login, $password, $namespace ) =
5502 map { my $method = "gateway_$_"; $payment_gateway->$method }
5503 qw( module username password namespace );
5505 @bop_options = $payment_gateway->gatewaynum
5506 ? $payment_gateway->options
5507 : @{ $payment_gateway->get('options') };
5509 return "processor of payment $options{'paynum'} $processor does not".
5510 " match default processor $conf_processor"
5511 unless $processor eq $conf_processor;
5516 } else { # didn't specify a paynum, so look for agent gateway overrides
5517 # like a normal transaction
5519 my $payment_gateway =
5520 $self->agent->payment_gateway( 'method' => $options{method},
5521 #'payinfo' => $payinfo,
5523 my( $processor, $login, $password, $namespace ) =
5524 map { my $method = "gateway_$_"; $payment_gateway->$method }
5525 qw( module username password namespace );
5527 my @bop_options = $payment_gateway->gatewaynum
5528 ? $payment_gateway->options
5529 : @{ $payment_gateway->get('options') };
5532 return "neither amount nor paynum specified" unless $amount;
5534 eval "use $namespace";
5538 'type' => $options{method},
5540 'password' => $password,
5541 'order_number' => $order_number,
5542 'amount' => $amount,
5543 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5545 $content{authorization} = $auth
5546 if length($auth); #echeck/ACH transactions have an order # but no auth
5547 #(at least with authorize.net)
5549 my $disable_void_after;
5550 if ($conf->exists('disable_void_after')
5551 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5552 $disable_void_after = $1;
5555 #first try void if applicable
5556 if ( $cust_pay && $cust_pay->paid == $amount
5558 ( not defined($disable_void_after) )
5559 || ( time < ($cust_pay->_date + $disable_void_after ) )
5562 warn " attempting void\n" if $DEBUG > 1;
5563 my $void = new Business::OnlinePayment( $processor, @bop_options );
5564 $void->content( 'action' => 'void', %content );
5566 if ( $void->is_success ) {
5567 my $error = $cust_pay->void($options{'reason'});
5569 # gah, even with transactions.
5570 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5571 "error voiding payment: $error";
5575 warn " void successful\n" if $DEBUG > 1;
5580 warn " void unsuccessful, trying refund\n"
5584 my $address = $self->address1;
5585 $address .= ", ". $self->address2 if $self->address2;
5587 my($payname, $payfirst, $paylast);
5588 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5589 $payname = $self->payname;
5590 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5591 or return "Illegal payname $payname";
5592 ($payfirst, $paylast) = ($1, $2);
5594 $payfirst = $self->getfield('first');
5595 $paylast = $self->getfield('last');
5596 $payname = "$payfirst $paylast";
5599 my @invoicing_list = $self->invoicing_list_emailonly;
5600 if ( $conf->exists('emailinvoiceautoalways')
5601 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5602 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5603 push @invoicing_list, $self->all_emails;
5606 my $email = ($conf->exists('business-onlinepayment-email-override'))
5607 ? $conf->config('business-onlinepayment-email-override')
5608 : $invoicing_list[0];
5610 my $payip = exists($options{'payip'})
5613 $content{customer_ip} = $payip
5617 if ( $options{method} eq 'CC' ) {
5620 $content{card_number} = $payinfo = $cust_pay->payinfo;
5621 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5622 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5623 ($content{expiration} = "$2/$1"); # where available
5625 $content{card_number} = $payinfo = $self->payinfo;
5626 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5627 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5628 $content{expiration} = "$2/$1";
5631 } elsif ( $options{method} eq 'ECHECK' ) {
5634 $payinfo = $cust_pay->payinfo;
5636 $payinfo = $self->payinfo;
5638 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5639 $content{bank_name} = $self->payname;
5640 $content{account_type} = 'CHECKING';
5641 $content{account_name} = $payname;
5642 $content{customer_org} = $self->company ? 'B' : 'I';
5643 $content{customer_ssn} = $self->ss;
5644 } elsif ( $options{method} eq 'LEC' ) {
5645 $content{phone} = $payinfo = $self->payinfo;
5649 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5650 my %sub_content = $refund->content(
5651 'action' => 'credit',
5652 'customer_id' => $self->custnum,
5653 'last_name' => $paylast,
5654 'first_name' => $payfirst,
5656 'address' => $address,
5657 'city' => $self->city,
5658 'state' => $self->state,
5659 'zip' => $self->zip,
5660 'country' => $self->country,
5662 'phone' => $self->daytime || $self->night,
5665 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5669 return "$processor error: ". $refund->error_message
5670 unless $refund->is_success();
5672 my $paybatch = "$processor:". $refund->authorization;
5673 $paybatch .= ':'. $refund->order_number
5674 if $refund->can('order_number') && $refund->order_number;
5676 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5677 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5678 last unless @cust_bill_pay;
5679 my $cust_bill_pay = pop @cust_bill_pay;
5680 my $error = $cust_bill_pay->delete;
5684 my $cust_refund = new FS::cust_refund ( {
5685 'custnum' => $self->custnum,
5686 'paynum' => $options{'paynum'},
5687 'refund' => $amount,
5689 'payby' => $bop_method2payby{$options{method}},
5690 'payinfo' => $payinfo,
5691 'paybatch' => $paybatch,
5692 'reason' => $options{'reason'} || 'card or ACH refund',
5694 my $error = $cust_refund->insert;
5696 $cust_refund->paynum(''); #try again with no specific paynum
5697 my $error2 = $cust_refund->insert;
5699 # gah, even with transactions.
5700 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5701 "error inserting refund ($processor): $error2".
5702 " (previously tried insert with paynum #$options{'paynum'}" .
5713 =item batch_card OPTION => VALUE...
5715 Adds a payment for this invoice to the pending credit card batch (see
5716 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5717 runs the payment using a realtime gateway.
5722 my ($self, %options) = @_;
5725 if (exists($options{amount})) {
5726 $amount = $options{amount};
5728 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5730 return '' unless $amount > 0;
5732 my $invnum = delete $options{invnum};
5733 my $payby = $options{invnum} || $self->payby; #dubious
5735 if ($options{'realtime'}) {
5736 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5742 my $oldAutoCommit = $FS::UID::AutoCommit;
5743 local $FS::UID::AutoCommit = 0;
5746 #this needs to handle mysql as well as Pg, like svc_acct.pm
5747 #(make it into a common function if folks need to do batching with mysql)
5748 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5749 or return "Cannot lock pay_batch: " . $dbh->errstr;
5753 'payby' => FS::payby->payby2payment($payby),
5756 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5758 unless ( $pay_batch ) {
5759 $pay_batch = new FS::pay_batch \%pay_batch;
5760 my $error = $pay_batch->insert;
5762 $dbh->rollback if $oldAutoCommit;
5763 die "error creating new batch: $error\n";
5767 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5768 'batchnum' => $pay_batch->batchnum,
5769 'custnum' => $self->custnum,
5772 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5774 $options{$_} = '' unless exists($options{$_});
5777 my $cust_pay_batch = new FS::cust_pay_batch ( {
5778 'batchnum' => $pay_batch->batchnum,
5779 'invnum' => $invnum || 0, # is there a better value?
5780 # this field should be
5782 # cust_bill_pay_batch now
5783 'custnum' => $self->custnum,
5784 'last' => $self->getfield('last'),
5785 'first' => $self->getfield('first'),
5786 'address1' => $options{address1} || $self->address1,
5787 'address2' => $options{address2} || $self->address2,
5788 'city' => $options{city} || $self->city,
5789 'state' => $options{state} || $self->state,
5790 'zip' => $options{zip} || $self->zip,
5791 'country' => $options{country} || $self->country,
5792 'payby' => $options{payby} || $self->payby,
5793 'payinfo' => $options{payinfo} || $self->payinfo,
5794 'exp' => $options{paydate} || $self->paydate,
5795 'payname' => $options{payname} || $self->payname,
5796 'amount' => $amount, # consolidating
5799 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5800 if $old_cust_pay_batch;
5803 if ($old_cust_pay_batch) {
5804 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5806 $error = $cust_pay_batch->insert;
5810 $dbh->rollback if $oldAutoCommit;
5814 my $unapplied = $self->total_unapplied_credits
5815 + $self->total_unapplied_payments
5816 + $self->in_transit_payments;
5817 foreach my $cust_bill ($self->open_cust_bill) {
5818 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5819 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5820 'invnum' => $cust_bill->invnum,
5821 'paybatchnum' => $cust_pay_batch->paybatchnum,
5822 'amount' => $cust_bill->owed,
5825 if ($unapplied >= $cust_bill_pay_batch->amount){
5826 $unapplied -= $cust_bill_pay_batch->amount;
5829 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5830 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5832 $error = $cust_bill_pay_batch->insert;
5834 $dbh->rollback if $oldAutoCommit;
5839 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5843 =item apply_payments_and_credits
5845 Applies unapplied payments and credits.
5847 In most cases, this new method should be used in place of sequential
5848 apply_payments and apply_credits methods.
5850 If there is an error, returns the error, otherwise returns false.
5854 sub apply_payments_and_credits {
5857 local $SIG{HUP} = 'IGNORE';
5858 local $SIG{INT} = 'IGNORE';
5859 local $SIG{QUIT} = 'IGNORE';
5860 local $SIG{TERM} = 'IGNORE';
5861 local $SIG{TSTP} = 'IGNORE';
5862 local $SIG{PIPE} = 'IGNORE';
5864 my $oldAutoCommit = $FS::UID::AutoCommit;
5865 local $FS::UID::AutoCommit = 0;
5868 $self->select_for_update; #mutex
5870 foreach my $cust_bill ( $self->open_cust_bill ) {
5871 my $error = $cust_bill->apply_payments_and_credits;
5873 $dbh->rollback if $oldAutoCommit;
5874 return "Error applying: $error";
5878 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5883 =item apply_credits OPTION => VALUE ...
5885 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5886 to outstanding invoice balances in chronological order (or reverse
5887 chronological order if the I<order> option is set to B<newest>) and returns the
5888 value of any remaining unapplied credits available for refund (see
5889 L<FS::cust_refund>).
5891 Dies if there is an error.
5899 local $SIG{HUP} = 'IGNORE';
5900 local $SIG{INT} = 'IGNORE';
5901 local $SIG{QUIT} = 'IGNORE';
5902 local $SIG{TERM} = 'IGNORE';
5903 local $SIG{TSTP} = 'IGNORE';
5904 local $SIG{PIPE} = 'IGNORE';
5906 my $oldAutoCommit = $FS::UID::AutoCommit;
5907 local $FS::UID::AutoCommit = 0;
5910 $self->select_for_update; #mutex
5912 unless ( $self->total_unapplied_credits ) {
5913 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5917 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5918 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5920 my @invoices = $self->open_cust_bill;
5921 @invoices = sort { $b->_date <=> $a->_date } @invoices
5922 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5925 foreach my $cust_bill ( @invoices ) {
5928 if ( !defined($credit) || $credit->credited == 0) {
5929 $credit = pop @credits or last;
5932 if ($cust_bill->owed >= $credit->credited) {
5933 $amount=$credit->credited;
5935 $amount=$cust_bill->owed;
5938 my $cust_credit_bill = new FS::cust_credit_bill ( {
5939 'crednum' => $credit->crednum,
5940 'invnum' => $cust_bill->invnum,
5941 'amount' => $amount,
5943 my $error = $cust_credit_bill->insert;
5945 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5949 redo if ($cust_bill->owed > 0);
5953 my $total_unapplied_credits = $self->total_unapplied_credits;
5955 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5957 return $total_unapplied_credits;
5960 =item apply_payments
5962 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5963 to outstanding invoice balances in chronological order.
5965 #and returns the value of any remaining unapplied payments.
5967 Dies if there is an error.
5971 sub apply_payments {
5974 local $SIG{HUP} = 'IGNORE';
5975 local $SIG{INT} = 'IGNORE';
5976 local $SIG{QUIT} = 'IGNORE';
5977 local $SIG{TERM} = 'IGNORE';
5978 local $SIG{TSTP} = 'IGNORE';
5979 local $SIG{PIPE} = 'IGNORE';
5981 my $oldAutoCommit = $FS::UID::AutoCommit;
5982 local $FS::UID::AutoCommit = 0;
5985 $self->select_for_update; #mutex
5989 my @payments = sort { $b->_date <=> $a->_date }
5990 grep { $_->unapplied > 0 }
5993 my @invoices = sort { $a->_date <=> $b->_date}
5994 grep { $_->owed > 0 }
5999 foreach my $cust_bill ( @invoices ) {
6002 if ( !defined($payment) || $payment->unapplied == 0 ) {
6003 $payment = pop @payments or last;
6006 if ( $cust_bill->owed >= $payment->unapplied ) {
6007 $amount = $payment->unapplied;
6009 $amount = $cust_bill->owed;
6012 my $cust_bill_pay = new FS::cust_bill_pay ( {
6013 'paynum' => $payment->paynum,
6014 'invnum' => $cust_bill->invnum,
6015 'amount' => $amount,
6017 my $error = $cust_bill_pay->insert;
6019 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
6023 redo if ( $cust_bill->owed > 0);
6027 my $total_unapplied_payments = $self->total_unapplied_payments;
6029 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6031 return $total_unapplied_payments;
6036 Returns the total owed for this customer on all invoices
6037 (see L<FS::cust_bill/owed>).
6043 $self->total_owed_date(2145859200); #12/31/2037
6046 =item total_owed_date TIME
6048 Returns the total owed for this customer on all invoices with date earlier than
6049 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
6050 see L<Time::Local> and L<Date::Parse> for conversion functions.
6054 sub total_owed_date {
6058 foreach my $cust_bill (
6059 grep { $_->_date <= $time }
6060 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6062 $total_bill += $cust_bill->owed;
6064 sprintf( "%.2f", $total_bill );
6069 Returns the total amount of all payments.
6076 $total += $_->paid foreach $self->cust_pay;
6077 sprintf( "%.2f", $total );
6080 =item total_unapplied_credits
6082 Returns the total outstanding credit (see L<FS::cust_credit>) for this
6083 customer. See L<FS::cust_credit/credited>.
6085 =item total_credited
6087 Old name for total_unapplied_credits. Don't use.
6091 sub total_credited {
6092 #carp "total_credited deprecated, use total_unapplied_credits";
6093 shift->total_unapplied_credits(@_);
6096 sub total_unapplied_credits {
6098 my $total_credit = 0;
6099 $total_credit += $_->credited foreach $self->cust_credit;
6100 sprintf( "%.2f", $total_credit );
6103 =item total_unapplied_payments
6105 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6106 See L<FS::cust_pay/unapplied>.
6110 sub total_unapplied_payments {
6112 my $total_unapplied = 0;
6113 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6114 sprintf( "%.2f", $total_unapplied );
6117 =item total_unapplied_refunds
6119 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6120 customer. See L<FS::cust_refund/unapplied>.
6124 sub total_unapplied_refunds {
6126 my $total_unapplied = 0;
6127 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6128 sprintf( "%.2f", $total_unapplied );
6133 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6134 total_unapplied_credits minus total_unapplied_payments).
6142 + $self->total_unapplied_refunds
6143 - $self->total_unapplied_credits
6144 - $self->total_unapplied_payments
6148 =item balance_date TIME
6150 Returns the balance for this customer, only considering invoices with date
6151 earlier than TIME (total_owed_date minus total_credited minus
6152 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6153 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6162 $self->total_owed_date($time)
6163 + $self->total_unapplied_refunds
6164 - $self->total_unapplied_credits
6165 - $self->total_unapplied_payments
6169 =item in_transit_payments
6171 Returns the total of requests for payments for this customer pending in
6172 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6176 sub in_transit_payments {
6178 my $in_transit_payments = 0;
6179 foreach my $pay_batch ( qsearch('pay_batch', {
6182 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6183 'batchnum' => $pay_batch->batchnum,
6184 'custnum' => $self->custnum,
6186 $in_transit_payments += $cust_pay_batch->amount;
6189 sprintf( "%.2f", $in_transit_payments );
6194 Returns a hash of useful information for making a payment.
6204 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6205 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6206 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6210 For credit card transactions:
6222 For electronic check transactions:
6237 $return{balance} = $self->balance;
6239 $return{payname} = $self->payname
6240 || ( $self->first. ' '. $self->get('last') );
6242 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6244 $return{payby} = $self->payby;
6245 $return{stateid_state} = $self->stateid_state;
6247 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6248 $return{card_type} = cardtype($self->payinfo);
6249 $return{payinfo} = $self->paymask;
6251 @return{'month', 'year'} = $self->paydate_monthyear;
6255 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6256 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6257 $return{payinfo1} = $payinfo1;
6258 $return{payinfo2} = $payinfo2;
6259 $return{paytype} = $self->paytype;
6260 $return{paystate} = $self->paystate;
6264 #doubleclick protection
6266 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6272 =item paydate_monthyear
6274 Returns a two-element list consisting of the month and year of this customer's
6275 paydate (credit card expiration date for CARD customers)
6279 sub paydate_monthyear {
6281 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6283 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6290 =item invoicing_list [ ARRAYREF ]
6292 If an arguement is given, sets these email addresses as invoice recipients
6293 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6294 (except as warnings), so use check_invoicing_list first.
6296 Returns a list of email addresses (with svcnum entries expanded).
6298 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6299 check it without disturbing anything by passing nothing.
6301 This interface may change in the future.
6305 sub invoicing_list {
6306 my( $self, $arrayref ) = @_;
6309 my @cust_main_invoice;
6310 if ( $self->custnum ) {
6311 @cust_main_invoice =
6312 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6314 @cust_main_invoice = ();
6316 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6317 #warn $cust_main_invoice->destnum;
6318 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6319 #warn $cust_main_invoice->destnum;
6320 my $error = $cust_main_invoice->delete;
6321 warn $error if $error;
6324 if ( $self->custnum ) {
6325 @cust_main_invoice =
6326 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6328 @cust_main_invoice = ();
6330 my %seen = map { $_->address => 1 } @cust_main_invoice;
6331 foreach my $address ( @{$arrayref} ) {
6332 next if exists $seen{$address} && $seen{$address};
6333 $seen{$address} = 1;
6334 my $cust_main_invoice = new FS::cust_main_invoice ( {
6335 'custnum' => $self->custnum,
6338 my $error = $cust_main_invoice->insert;
6339 warn $error if $error;
6343 if ( $self->custnum ) {
6345 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6352 =item check_invoicing_list ARRAYREF
6354 Checks these arguements as valid input for the invoicing_list method. If there
6355 is an error, returns the error, otherwise returns false.
6359 sub check_invoicing_list {
6360 my( $self, $arrayref ) = @_;
6362 foreach my $address ( @$arrayref ) {
6364 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6365 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6368 my $cust_main_invoice = new FS::cust_main_invoice ( {
6369 'custnum' => $self->custnum,
6372 my $error = $self->custnum
6373 ? $cust_main_invoice->check
6374 : $cust_main_invoice->checkdest
6376 return $error if $error;
6380 return "Email address required"
6381 if $conf->exists('cust_main-require_invoicing_list_email')
6382 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6387 =item set_default_invoicing_list
6389 Sets the invoicing list to all accounts associated with this customer,
6390 overwriting any previous invoicing list.
6394 sub set_default_invoicing_list {
6396 $self->invoicing_list($self->all_emails);
6401 Returns the email addresses of all accounts provisioned for this customer.
6408 foreach my $cust_pkg ( $self->all_pkgs ) {
6409 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6411 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6412 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6414 $list{$_}=1 foreach map { $_->email } @svc_acct;
6419 =item invoicing_list_addpost
6421 Adds postal invoicing to this customer. If this customer is already configured
6422 to receive postal invoices, does nothing.
6426 sub invoicing_list_addpost {
6428 return if grep { $_ eq 'POST' } $self->invoicing_list;
6429 my @invoicing_list = $self->invoicing_list;
6430 push @invoicing_list, 'POST';
6431 $self->invoicing_list(\@invoicing_list);
6434 =item invoicing_list_emailonly
6436 Returns the list of email invoice recipients (invoicing_list without non-email
6437 destinations such as POST and FAX).
6441 sub invoicing_list_emailonly {
6443 warn "$me invoicing_list_emailonly called"
6445 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6448 =item invoicing_list_emailonly_scalar
6450 Returns the list of email invoice recipients (invoicing_list without non-email
6451 destinations such as POST and FAX) as a comma-separated scalar.
6455 sub invoicing_list_emailonly_scalar {
6457 warn "$me invoicing_list_emailonly_scalar called"
6459 join(', ', $self->invoicing_list_emailonly);
6462 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6464 Returns an array of customers referred by this customer (referral_custnum set
6465 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6466 customers referred by customers referred by this customer and so on, inclusive.
6467 The default behavior is DEPTH 1 (no recursion).
6471 sub referral_cust_main {
6473 my $depth = @_ ? shift : 1;
6474 my $exclude = @_ ? shift : {};
6477 map { $exclude->{$_->custnum}++; $_; }
6478 grep { ! $exclude->{ $_->custnum } }
6479 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6483 map { $_->referral_cust_main($depth-1, $exclude) }
6490 =item referral_cust_main_ncancelled
6492 Same as referral_cust_main, except only returns customers with uncancelled
6497 sub referral_cust_main_ncancelled {
6499 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6502 =item referral_cust_pkg [ DEPTH ]
6504 Like referral_cust_main, except returns a flat list of all unsuspended (and
6505 uncancelled) packages for each customer. The number of items in this list may
6506 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6510 sub referral_cust_pkg {
6512 my $depth = @_ ? shift : 1;
6514 map { $_->unsuspended_pkgs }
6515 grep { $_->unsuspended_pkgs }
6516 $self->referral_cust_main($depth);
6519 =item referring_cust_main
6521 Returns the single cust_main record for the customer who referred this customer
6522 (referral_custnum), or false.
6526 sub referring_cust_main {
6528 return '' unless $self->referral_custnum;
6529 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6532 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6534 Applies a credit to this customer. If there is an error, returns the error,
6535 otherwise returns false.
6537 REASON can be a text string, an FS::reason object, or a scalar reference to
6538 a reasonnum. If a text string, it will be automatically inserted as a new
6539 reason, and a 'reason_type' option must be passed to indicate the
6540 FS::reason_type for the new reason.
6542 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6544 Any other options are passed to FS::cust_credit::insert.
6549 my( $self, $amount, $reason, %options ) = @_;
6551 my $cust_credit = new FS::cust_credit {
6552 'custnum' => $self->custnum,
6553 'amount' => $amount,
6556 if ( ref($reason) ) {
6558 if ( ref($reason) eq 'SCALAR' ) {
6559 $cust_credit->reasonnum( $$reason );
6561 $cust_credit->reasonnum( $reason->reasonnum );
6565 $cust_credit->set('reason', $reason)
6568 $cust_credit->addlinfo( delete $options{'addlinfo'} )
6569 if exists($options{'addlinfo'});
6571 $cust_credit->insert(%options);
6575 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6577 Creates a one-time charge for this customer. If there is an error, returns
6578 the error, otherwise returns false.
6584 my ( $amount, $quantity, $pkg, $comment, $classnum, $additional );
6585 my ( $setuptax, $taxclass ); #internal taxes
6586 my ( $taxproduct, $override ); #vendor (CCH) taxes
6587 if ( ref( $_[0] ) ) {
6588 $amount = $_[0]->{amount};
6589 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6590 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6591 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6592 : '$'. sprintf("%.2f",$amount);
6593 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6594 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6595 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6596 $additional = $_[0]->{additional};
6597 $taxproduct = $_[0]->{taxproductnum};
6598 $override = { '' => $_[0]->{tax_override} };
6602 $pkg = @_ ? shift : 'One-time charge';
6603 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6605 $taxclass = @_ ? shift : '';
6609 local $SIG{HUP} = 'IGNORE';
6610 local $SIG{INT} = 'IGNORE';
6611 local $SIG{QUIT} = 'IGNORE';
6612 local $SIG{TERM} = 'IGNORE';
6613 local $SIG{TSTP} = 'IGNORE';
6614 local $SIG{PIPE} = 'IGNORE';
6616 my $oldAutoCommit = $FS::UID::AutoCommit;
6617 local $FS::UID::AutoCommit = 0;
6620 my $part_pkg = new FS::part_pkg ( {
6622 'comment' => $comment,
6626 'classnum' => $classnum ? $classnum : '',
6627 'setuptax' => $setuptax,
6628 'taxclass' => $taxclass,
6629 'taxproductnum' => $taxproduct,
6632 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6633 ( 0 .. @$additional - 1 )
6635 'additional_count' => scalar(@$additional),
6636 'setup_fee' => $amount,
6639 my $error = $part_pkg->insert( options => \%options,
6640 tax_overrides => $override,
6643 $dbh->rollback if $oldAutoCommit;
6647 my $pkgpart = $part_pkg->pkgpart;
6648 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6649 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6650 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6651 $error = $type_pkgs->insert;
6653 $dbh->rollback if $oldAutoCommit;
6658 my $cust_pkg = new FS::cust_pkg ( {
6659 'custnum' => $self->custnum,
6660 'pkgpart' => $pkgpart,
6661 'quantity' => $quantity,
6664 $error = $cust_pkg->insert;
6666 $dbh->rollback if $oldAutoCommit;
6670 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6675 #=item charge_postal_fee
6677 #Applies a one time charge this customer. If there is an error,
6678 #returns the error, returns the cust_pkg charge object or false
6679 #if there was no charge.
6683 # This should be a customer event. For that to work requires that bill
6684 # also be a customer event.
6686 sub charge_postal_fee {
6689 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6690 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6692 my $cust_pkg = new FS::cust_pkg ( {
6693 'custnum' => $self->custnum,
6694 'pkgpart' => $pkgpart,
6698 my $error = $cust_pkg->insert;
6699 $error ? $error : $cust_pkg;
6704 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6710 sort { $a->_date <=> $b->_date }
6711 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6714 =item open_cust_bill
6716 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6721 sub open_cust_bill {
6725 'table' => 'cust_bill',
6726 'hashref' => { 'custnum' => $self->custnum, },
6727 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
6728 'order_by' => 'ORDER BY _date ASC',
6735 Returns all the credits (see L<FS::cust_credit>) for this customer.
6741 sort { $a->_date <=> $b->_date }
6742 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6747 Returns all the payments (see L<FS::cust_pay>) for this customer.
6753 sort { $a->_date <=> $b->_date }
6754 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6759 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6765 sort { $a->_date <=> $b->_date }
6766 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6769 =item cust_pay_batch
6771 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6775 sub cust_pay_batch {
6777 sort { $a->paybatchnum <=> $b->paybatchnum }
6778 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6781 =item cust_pay_pending
6783 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6784 (without status "done").
6788 sub cust_pay_pending {
6790 return $self->num_cust_pay_pending unless wantarray;
6791 sort { $a->_date <=> $b->_date }
6792 qsearch( 'cust_pay_pending', {
6793 'custnum' => $self->custnum,
6794 'status' => { op=>'!=', value=>'done' },
6799 =item num_cust_pay_pending
6801 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6802 customer (without status "done"). Also called automatically when the
6803 cust_pay_pending method is used in a scalar context.
6807 sub num_cust_pay_pending {
6809 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6810 " WHERE custnum = ? AND status != 'done' ";
6811 my $sth = dbh->prepare($sql) or die dbh->errstr;
6812 $sth->execute($self->custnum) or die $sth->errstr;
6813 $sth->fetchrow_arrayref->[0];
6818 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6824 sort { $a->_date <=> $b->_date }
6825 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6828 =item display_custnum
6830 Returns the displayed customer number for this customer: agent_custid if
6831 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6835 sub display_custnum {
6837 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6838 return $self->agent_custid;
6840 return $self->custnum;
6846 Returns a name string for this customer, either "Company (Last, First)" or
6853 my $name = $self->contact;
6854 $name = $self->company. " ($name)" if $self->company;
6860 Returns a name string for this (service/shipping) contact, either
6861 "Company (Last, First)" or "Last, First".
6867 if ( $self->get('ship_last') ) {
6868 my $name = $self->ship_contact;
6869 $name = $self->ship_company. " ($name)" if $self->ship_company;
6878 Returns a name string for this customer, either "Company" or "First Last".
6884 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
6887 =item ship_name_short
6889 Returns a name string for this (service/shipping) contact, either "Company"
6894 sub ship_name_short {
6896 if ( $self->get('ship_last') ) {
6897 $self->ship_company !~ /^\s*$/
6898 ? $self->ship_company
6899 : $self->ship_contact_firstlast;
6901 $self->name_company_or_firstlast;
6907 Returns this customer's full (billing) contact name only, "Last, First"
6913 $self->get('last'). ', '. $self->first;
6918 Returns this customer's full (shipping) contact name only, "Last, First"
6924 $self->get('ship_last')
6925 ? $self->get('ship_last'). ', '. $self->ship_first
6929 =item contact_firstlast
6931 Returns this customers full (billing) contact name only, "First Last".
6935 sub contact_firstlast {
6937 $self->first. ' '. $self->get('last');
6940 =item ship_contact_firstlast
6942 Returns this customer's full (shipping) contact name only, "First Last".
6946 sub ship_contact_firstlast {
6948 $self->get('ship_last')
6949 ? $self->first. ' '. $self->get('ship_last')
6950 : $self->contact_firstlast;
6955 Returns this customer's full country name
6961 code2country($self->country);
6964 =item geocode DATA_VENDOR
6966 Returns a value for the customer location as encoded by DATA_VENDOR.
6967 Currently this only makes sense for "CCH" as DATA_VENDOR.
6972 my ($self, $data_vendor) = (shift, shift); #always cch for now
6974 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
6975 return $geocode if $geocode;
6977 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
6981 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
6982 if $self->country eq 'US';
6984 #CCH specific location stuff
6985 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
6987 my @cust_tax_location =
6989 'table' => 'cust_tax_location',
6990 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
6991 'extra_sql' => $extra_sql,
6992 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
6995 $geocode = $cust_tax_location[0]->geocode
6996 if scalar(@cust_tax_location);
7005 Returns a status string for this customer, currently:
7009 =item prospect - No packages have ever been ordered
7011 =item active - One or more recurring packages is active
7013 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
7015 =item suspended - All non-cancelled recurring packages are suspended
7017 =item cancelled - All recurring packages are cancelled
7023 sub status { shift->cust_status(@_); }
7027 for my $status (qw( prospect active inactive suspended cancelled )) {
7028 my $method = $status.'_sql';
7029 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
7030 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
7031 $sth->execute( ($self->custnum) x $numnum )
7032 or die "Error executing 'SELECT $sql': ". $sth->errstr;
7033 return $status if $sth->fetchrow_arrayref->[0];
7037 =item ucfirst_cust_status
7039 =item ucfirst_status
7041 Returns the status with the first character capitalized.
7045 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
7047 sub ucfirst_cust_status {
7049 ucfirst($self->cust_status);
7054 Returns a hex triplet color string for this customer's status.
7058 use vars qw(%statuscolor);
7059 tie %statuscolor, 'Tie::IxHash',
7060 'prospect' => '7e0079', #'000000', #black? naw, purple
7061 'active' => '00CC00', #green
7062 'inactive' => '0000CC', #blue
7063 'suspended' => 'FF9900', #yellow
7064 'cancelled' => 'FF0000', #red
7067 sub statuscolor { shift->cust_statuscolor(@_); }
7069 sub cust_statuscolor {
7071 $statuscolor{$self->cust_status};
7076 Returns an array of hashes representing the customer's RT tickets.
7083 my $num = $conf->config('cust_main-max_tickets') || 10;
7086 if ( $conf->config('ticket_system') ) {
7087 unless ( $conf->config('ticket_system-custom_priority_field') ) {
7089 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
7093 foreach my $priority (
7094 $conf->config('ticket_system-custom_priority_field-values'), ''
7096 last if scalar(@tickets) >= $num;
7098 @{ FS::TicketSystem->customer_tickets( $self->custnum,
7099 $num - scalar(@tickets),
7109 # Return services representing svc_accts in customer support packages
7110 sub support_services {
7112 my %packages = map { $_ => 1 } $conf->config('support_packages');
7114 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7115 grep { $_->part_svc->svcdb eq 'svc_acct' }
7116 map { $_->cust_svc }
7117 grep { exists $packages{ $_->pkgpart } }
7118 $self->ncancelled_pkgs;
7124 =head1 CLASS METHODS
7130 Class method that returns the list of possible status strings for customers
7131 (see L<the status method|/status>). For example:
7133 @statuses = FS::cust_main->statuses();
7138 #my $self = shift; #could be class...
7144 Returns an SQL expression identifying prospective cust_main records (customers
7145 with no packages ever ordered)
7149 use vars qw($select_count_pkgs);
7150 $select_count_pkgs =
7151 "SELECT COUNT(*) FROM cust_pkg
7152 WHERE cust_pkg.custnum = cust_main.custnum";
7154 sub select_count_pkgs_sql {
7158 sub prospect_sql { "
7159 0 = ( $select_count_pkgs )
7164 Returns an SQL expression identifying active cust_main records (customers with
7165 active recurring packages).
7170 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7176 Returns an SQL expression identifying inactive cust_main records (customers with
7177 no active recurring packages, but otherwise unsuspended/uncancelled).
7181 sub inactive_sql { "
7182 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7184 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7190 Returns an SQL expression identifying suspended cust_main records.
7195 sub suspended_sql { susp_sql(@_); }
7197 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7199 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7205 Returns an SQL expression identifying cancelled cust_main records.
7209 sub cancelled_sql { cancel_sql(@_); }
7212 my $recurring_sql = FS::cust_pkg->recurring_sql;
7213 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7216 0 < ( $select_count_pkgs )
7217 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7218 AND 0 = ( $select_count_pkgs AND $recurring_sql
7219 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7221 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7227 =item uncancelled_sql
7229 Returns an SQL expression identifying un-cancelled cust_main records.
7233 sub uncancelled_sql { uncancel_sql(@_); }
7234 sub uncancel_sql { "
7235 ( 0 < ( $select_count_pkgs
7236 AND ( cust_pkg.cancel IS NULL
7237 OR cust_pkg.cancel = 0
7240 OR 0 = ( $select_count_pkgs )
7246 Returns an SQL fragment to retreive the balance.
7251 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7252 WHERE cust_bill.custnum = cust_main.custnum )
7253 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7254 WHERE cust_pay.custnum = cust_main.custnum )
7255 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7256 WHERE cust_credit.custnum = cust_main.custnum )
7257 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7258 WHERE cust_refund.custnum = cust_main.custnum )
7261 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7263 Returns an SQL fragment to retreive the balance for this customer, only
7264 considering invoices with date earlier than START_TIME, and optionally not
7265 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7266 total_unapplied_payments).
7268 Times are specified as SQL fragments or numeric
7269 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7270 L<Date::Parse> for conversion functions. The empty string can be passed
7271 to disable that time constraint completely.
7273 Available options are:
7277 =item unapplied_date
7279 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)
7284 set to true to remove all customer comparison clauses, for totals
7289 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7294 JOIN clause (typically used with the total option)
7300 sub balance_date_sql {
7301 my( $class, $start, $end, %opt ) = @_;
7303 my $owed = FS::cust_bill->owed_sql;
7304 my $unapp_refund = FS::cust_refund->unapplied_sql;
7305 my $unapp_credit = FS::cust_credit->unapplied_sql;
7306 my $unapp_pay = FS::cust_pay->unapplied_sql;
7308 my $j = $opt{'join'} || '';
7310 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7311 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7312 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7313 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7315 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7316 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7317 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7318 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7323 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7325 Helper method for balance_date_sql; name (and usage) subject to change
7326 (suggestions welcome).
7328 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7329 cust_refund, cust_credit or cust_pay).
7331 If TABLE is "cust_bill" or the unapplied_date option is true, only
7332 considers records with date earlier than START_TIME, and optionally not
7333 later than END_TIME .
7337 sub _money_table_where {
7338 my( $class, $table, $start, $end, %opt ) = @_;
7341 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7342 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7343 push @where, "$table._date <= $start" if defined($start) && length($start);
7344 push @where, "$table._date > $end" if defined($end) && length($end);
7346 push @where, @{$opt{'where'}} if $opt{'where'};
7347 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7353 =item search_sql HASHREF
7357 Returns a qsearch hash expression to search for parameters specified in HREF.
7358 Valid parameters are
7366 =item cancelled_pkgs
7372 listref of start date, end date
7378 =item current_balance
7380 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7384 =item flattened_pkgs
7393 my ($class, $params) = @_;
7404 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7406 "cust_main.agentnum = $1";
7413 #prospect active inactive suspended cancelled
7414 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7415 my $method = $params->{'status'}. '_sql';
7416 #push @where, $class->$method();
7417 push @where, FS::cust_main->$method();
7421 # parse cancelled package checkbox
7426 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7427 unless $params->{'cancelled_pkgs'};
7433 foreach my $field (qw( signupdate )) {
7435 next unless exists($params->{$field});
7437 my($beginning, $ending) = @{$params->{$field}};
7440 "cust_main.$field IS NOT NULL",
7441 "cust_main.$field >= $beginning",
7442 "cust_main.$field <= $ending";
7444 $orderby ||= "ORDER BY cust_main.$field";
7452 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7454 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
7461 #my $balance_sql = $class->balance_sql();
7462 my $balance_sql = FS::cust_main->balance_sql();
7464 push @where, map { s/current_balance/$balance_sql/; $_ }
7465 @{ $params->{'current_balance'} };
7471 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7473 "cust_main.custbatch = '$1'";
7477 # setup queries, subs, etc. for the search
7480 $orderby ||= 'ORDER BY custnum';
7482 # here is the agent virtualization
7483 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7485 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7487 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7489 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7491 my $select = join(', ',
7492 'cust_main.custnum',
7493 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7496 my(@extra_headers) = ();
7497 my(@extra_fields) = ();
7499 if ($params->{'flattened_pkgs'}) {
7501 if ($dbh->{Driver}->{Name} eq 'Pg') {
7503 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7505 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7506 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7507 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7509 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7510 "omitting packing information from report.";
7513 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";
7515 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7516 $sth->execute() or die $sth->errstr;
7517 my $headerrow = $sth->fetchrow_arrayref;
7518 my $headercount = $headerrow ? $headerrow->[0] : 0;
7519 while($headercount) {
7520 unshift @extra_headers, "Package ". $headercount;
7521 unshift @extra_fields, eval q!sub {my $c = shift;
7522 my @a = split '\|', $c->magic;
7523 my $p = $a[!.--$headercount. q!];
7531 'table' => 'cust_main',
7532 'select' => $select,
7534 'extra_sql' => $extra_sql,
7535 'order_by' => $orderby,
7536 'count_query' => $count_query,
7537 'extra_headers' => \@extra_headers,
7538 'extra_fields' => \@extra_fields,
7543 =item email_search_sql HASHREF
7547 Emails a notice to the specified customers.
7549 Valid parameters are those of the L<search_sql> method, plus the following:
7571 Optional job queue job for status updates.
7575 Returns an error message, or false for success.
7577 If an error occurs during any email, stops the enture send and returns that
7578 error. Presumably if you're getting SMTP errors aborting is better than
7579 retrying everything.
7583 sub email_search_sql {
7584 my($class, $params) = @_;
7586 my $from = delete $params->{from};
7587 my $subject = delete $params->{subject};
7588 my $html_body = delete $params->{html_body};
7589 my $text_body = delete $params->{text_body};
7591 my $job = delete $params->{'job'};
7593 my $sql_query = $class->search_sql($params);
7595 my $count_query = delete($sql_query->{'count_query'});
7596 my $count_sth = dbh->prepare($count_query)
7597 or die "Error preparing $count_query: ". dbh->errstr;
7599 or die "Error executing $count_query: ". $count_sth->errstr;
7600 my $count_arrayref = $count_sth->fetchrow_arrayref;
7601 my $num_cust = $count_arrayref->[0];
7603 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7604 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7607 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7609 #eventually order+limit magic to reduce memory use?
7610 foreach my $cust_main ( qsearch($sql_query) ) {
7612 my $to = $cust_main->invoicing_list_emailonly_scalar;
7615 my $error = send_email(
7619 'subject' => $subject,
7620 'html_body' => $html_body,
7621 'text_body' => $text_body,
7624 return $error if $error;
7626 if ( $job ) { #progressbar foo
7628 if ( time - $min_sec > $last ) {
7629 my $error = $job->update_statustext(
7630 int( 100 * $num / $num_cust )
7632 die $error if $error;
7642 use Storable qw(thaw);
7645 sub process_email_search_sql {
7647 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7649 my $param = thaw(decode_base64(shift));
7650 warn Dumper($param) if $DEBUG;
7652 $param->{'job'} = $job;
7654 my $error = FS::cust_main->email_search_sql( $param );
7655 die $error if $error;
7659 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7661 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7662 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
7663 appropriate ship_ field is also searched).
7665 Additional options are the same as FS::Record::qsearch
7670 my( $self, $fuzzy, $hash, @opt) = @_;
7675 check_and_rebuild_fuzzyfiles();
7676 foreach my $field ( keys %$fuzzy ) {
7678 my $all = $self->all_X($field);
7679 next unless scalar(@$all);
7682 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7685 foreach ( keys %match ) {
7686 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7687 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7690 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7693 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7695 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7703 Returns a masked version of the named field
7708 my ($self,$field) = @_;
7712 'x'x(length($self->getfield($field))-4).
7713 substr($self->getfield($field), (length($self->getfield($field))-4));
7723 =item smart_search OPTION => VALUE ...
7725 Accepts the following options: I<search>, the string to search for. The string
7726 will be searched for as a customer number, phone number, name or company name,
7727 as an exact, or, in some cases, a substring or fuzzy match (see the source code
7728 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
7729 skip fuzzy matching when an exact match is found.
7731 Any additional options are treated as an additional qualifier on the search
7734 Returns a (possibly empty) array of FS::cust_main objects.
7741 #here is the agent virtualization
7742 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7746 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
7747 my $search = delete $options{'search'};
7748 ( my $alphanum_search = $search ) =~ s/\W//g;
7750 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
7752 #false laziness w/Record::ut_phone
7753 my $phonen = "$1-$2-$3";
7754 $phonen .= " x$4" if $4;
7756 push @cust_main, qsearch( {
7757 'table' => 'cust_main',
7758 'hashref' => { %options },
7759 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7761 join(' OR ', map "$_ = '$phonen'",
7762 qw( daytime night fax
7763 ship_daytime ship_night ship_fax )
7766 " AND $agentnums_sql", #agent virtualization
7769 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
7770 #try looking for matches with extensions unless one was specified
7772 push @cust_main, qsearch( {
7773 'table' => 'cust_main',
7774 'hashref' => { %options },
7775 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7777 join(' OR ', map "$_ LIKE '$phonen\%'",
7779 ship_daytime ship_night )
7782 " AND $agentnums_sql", #agent virtualization
7787 # custnum search (also try agent_custid), with some tweaking options if your
7788 # legacy cust "numbers" have letters
7791 if ( $search =~ /^\s*(\d+)\s*$/
7792 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
7793 && $search =~ /^\s*(\w\w?\d+)\s*$/
7800 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
7801 push @cust_main, qsearch( {
7802 'table' => 'cust_main',
7803 'hashref' => { 'custnum' => $num, %options },
7804 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7808 push @cust_main, qsearch( {
7809 'table' => 'cust_main',
7810 'hashref' => { 'agent_custid' => $num, %options },
7811 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7814 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
7816 my($company, $last, $first) = ( $1, $2, $3 );
7818 # "Company (Last, First)"
7819 #this is probably something a browser remembered,
7820 #so just do an exact search
7822 foreach my $prefix ( '', 'ship_' ) {
7823 push @cust_main, qsearch( {
7824 'table' => 'cust_main',
7825 'hashref' => { $prefix.'first' => $first,
7826 $prefix.'last' => $last,
7827 $prefix.'company' => $company,
7830 'extra_sql' => " AND $agentnums_sql",
7834 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
7835 # try (ship_){last,company}
7839 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
7840 # # full strings the browser remembers won't work
7841 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
7843 use Lingua::EN::NameParse;
7844 my $NameParse = new Lingua::EN::NameParse(
7846 allow_reversed => 1,
7849 my($last, $first) = ( '', '' );
7850 #maybe disable this too and just rely on NameParse?
7851 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
7853 ($last, $first) = ( $1, $2 );
7855 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
7856 } elsif ( ! $NameParse->parse($value) ) {
7858 my %name = $NameParse->components;
7859 $first = $name{'given_name_1'};
7860 $last = $name{'surname_1'};
7864 if ( $first && $last ) {
7866 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
7869 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7871 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
7872 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
7875 push @cust_main, qsearch( {
7876 'table' => 'cust_main',
7877 'hashref' => \%options,
7878 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7881 # or it just be something that was typed in... (try that in a sec)
7885 my $q_value = dbh->quote($value);
7888 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7889 $sql .= " ( LOWER(last) = $q_value
7890 OR LOWER(company) = $q_value
7891 OR LOWER(ship_last) = $q_value
7892 OR LOWER(ship_company) = $q_value
7895 push @cust_main, qsearch( {
7896 'table' => 'cust_main',
7897 'hashref' => \%options,
7898 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7901 #no exact match, trying substring/fuzzy
7902 #always do substring & fuzzy (unless they're explicity config'ed off)
7903 #getting complaints searches are not returning enough
7904 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
7906 #still some false laziness w/search_sql (was search/cust_main.cgi)
7911 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
7912 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
7915 if ( $first && $last ) {
7918 { 'first' => { op=>'ILIKE', value=>"%$first%" },
7919 'last' => { op=>'ILIKE', value=>"%$last%" },
7921 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
7922 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
7929 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
7930 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
7934 foreach my $hashref ( @hashrefs ) {
7936 push @cust_main, qsearch( {
7937 'table' => 'cust_main',
7938 'hashref' => { %$hashref,
7941 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
7950 " AND $agentnums_sql", #extra_sql #agent virtualization
7953 if ( $first && $last ) {
7954 push @cust_main, FS::cust_main->fuzzy_search(
7955 { 'last' => $last, #fuzzy hashref
7956 'first' => $first }, #
7960 foreach my $field ( 'last', 'company' ) {
7962 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
7967 #eliminate duplicates
7969 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7979 Accepts the following options: I<email>, the email address to search for. The
7980 email address will be searched for as an email invoice destination and as an
7983 #Any additional options are treated as an additional qualifier on the search
7984 #(i.e. I<agentnum>).
7986 Returns a (possibly empty) array of FS::cust_main objects (but usually just
7996 my $email = delete $options{'email'};
7998 #we're only being used by RT at the moment... no agent virtualization yet
7999 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
8003 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
8005 my ( $user, $domain ) = ( $1, $2 );
8007 warn "$me smart_search: searching for $user in domain $domain"
8013 'table' => 'cust_main_invoice',
8014 'hashref' => { 'dest' => $email },
8021 map $_->cust_svc->cust_pkg,
8023 'table' => 'svc_acct',
8024 'hashref' => { 'username' => $user, },
8026 'AND ( SELECT domain FROM svc_domain
8027 WHERE svc_acct.domsvc = svc_domain.svcnum
8028 ) = '. dbh->quote($domain),
8034 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
8036 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
8043 =item check_and_rebuild_fuzzyfiles
8047 use vars qw(@fuzzyfields);
8048 @fuzzyfields = ( 'last', 'first', 'company' );
8050 sub check_and_rebuild_fuzzyfiles {
8051 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8052 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
8055 =item rebuild_fuzzyfiles
8059 sub rebuild_fuzzyfiles {
8061 use Fcntl qw(:flock);
8063 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8064 mkdir $dir, 0700 unless -d $dir;
8066 foreach my $fuzzy ( @fuzzyfields ) {
8068 open(LOCK,">>$dir/cust_main.$fuzzy")
8069 or die "can't open $dir/cust_main.$fuzzy: $!";
8071 or die "can't lock $dir/cust_main.$fuzzy: $!";
8073 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
8074 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
8076 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
8077 my $sth = dbh->prepare("SELECT $field FROM cust_main".
8078 " WHERE $field != '' AND $field IS NOT NULL");
8079 $sth->execute or die $sth->errstr;
8081 while ( my $row = $sth->fetchrow_arrayref ) {
8082 print CACHE $row->[0]. "\n";
8087 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
8089 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
8100 my( $self, $field ) = @_;
8101 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8102 open(CACHE,"<$dir/cust_main.$field")
8103 or die "can't open $dir/cust_main.$field: $!";
8104 my @array = map { chomp; $_; } <CACHE>;
8109 =item append_fuzzyfiles LASTNAME COMPANY
8113 sub append_fuzzyfiles {
8114 #my( $first, $last, $company ) = @_;
8116 &check_and_rebuild_fuzzyfiles;
8118 use Fcntl qw(:flock);
8120 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8122 foreach my $field (qw( first last company )) {
8127 open(CACHE,">>$dir/cust_main.$field")
8128 or die "can't open $dir/cust_main.$field: $!";
8129 flock(CACHE,LOCK_EX)
8130 or die "can't lock $dir/cust_main.$field: $!";
8132 print CACHE "$value\n";
8134 flock(CACHE,LOCK_UN)
8135 or die "can't unlock $dir/cust_main.$field: $!";
8150 #warn join('-',keys %$param);
8151 my $fh = $param->{filehandle};
8152 my @fields = @{$param->{fields}};
8154 eval "use Text::CSV_XS;";
8157 my $csv = new Text::CSV_XS;
8164 local $SIG{HUP} = 'IGNORE';
8165 local $SIG{INT} = 'IGNORE';
8166 local $SIG{QUIT} = 'IGNORE';
8167 local $SIG{TERM} = 'IGNORE';
8168 local $SIG{TSTP} = 'IGNORE';
8169 local $SIG{PIPE} = 'IGNORE';
8171 my $oldAutoCommit = $FS::UID::AutoCommit;
8172 local $FS::UID::AutoCommit = 0;
8175 #while ( $columns = $csv->getline($fh) ) {
8177 while ( defined($line=<$fh>) ) {
8179 $csv->parse($line) or do {
8180 $dbh->rollback if $oldAutoCommit;
8181 return "can't parse: ". $csv->error_input();
8184 my @columns = $csv->fields();
8185 #warn join('-',@columns);
8188 foreach my $field ( @fields ) {
8189 $row{$field} = shift @columns;
8192 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8193 unless ( $cust_main ) {
8194 $dbh->rollback if $oldAutoCommit;
8195 return "unknown custnum $row{'custnum'}";
8198 if ( $row{'amount'} > 0 ) {
8199 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8201 $dbh->rollback if $oldAutoCommit;
8205 } elsif ( $row{'amount'} < 0 ) {
8206 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8209 $dbh->rollback if $oldAutoCommit;
8219 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8221 return "Empty file!" unless $imported;
8227 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8229 Sends a templated email notification to the customer (see L<Text::Template>).
8231 OPTIONS is a hash and may include
8233 I<from> - the email sender (default is invoice_from)
8235 I<to> - comma-separated scalar or arrayref of recipients
8236 (default is invoicing_list)
8238 I<subject> - The subject line of the sent email notification
8239 (default is "Notice from company_name")
8241 I<extra_fields> - a hashref of name/value pairs which will be substituted
8244 The following variables are vavailable in the template.
8246 I<$first> - the customer first name
8247 I<$last> - the customer last name
8248 I<$company> - the customer company
8249 I<$payby> - a description of the method of payment for the customer
8250 # would be nice to use FS::payby::shortname
8251 I<$payinfo> - the account information used to collect for this customer
8252 I<$expdate> - the expiration of the customer payment in seconds from epoch
8257 my ($self, $template, %options) = @_;
8259 return unless $conf->exists($template);
8261 my $from = $conf->config('invoice_from', $self->agentnum)
8262 if $conf->exists('invoice_from', $self->agentnum);
8263 $from = $options{from} if exists($options{from});
8265 my $to = join(',', $self->invoicing_list_emailonly);
8266 $to = $options{to} if exists($options{to});
8268 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8269 if $conf->exists('company_name', $self->agentnum);
8270 $subject = $options{subject} if exists($options{subject});
8272 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8273 SOURCE => [ map "$_\n",
8274 $conf->config($template)]
8276 or die "can't create new Text::Template object: Text::Template::ERROR";
8277 $notify_template->compile()
8278 or die "can't compile template: Text::Template::ERROR";
8280 $FS::notify_template::_template::company_name =
8281 $conf->config('company_name', $self->agentnum);
8282 $FS::notify_template::_template::company_address =
8283 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8285 my $paydate = $self->paydate || '2037-12-31';
8286 $FS::notify_template::_template::first = $self->first;
8287 $FS::notify_template::_template::last = $self->last;
8288 $FS::notify_template::_template::company = $self->company;
8289 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8290 my $payby = $self->payby;
8291 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8292 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8294 #credit cards expire at the end of the month/year of their exp date
8295 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8296 $FS::notify_template::_template::payby = 'credit card';
8297 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8298 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8300 }elsif ($payby eq 'COMP') {
8301 $FS::notify_template::_template::payby = 'complimentary account';
8303 $FS::notify_template::_template::payby = 'current method';
8305 $FS::notify_template::_template::expdate = $expire_time;
8307 for (keys %{$options{extra_fields}}){
8309 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8312 send_email(from => $from,
8314 subject => $subject,
8315 body => $notify_template->fill_in( PACKAGE =>
8316 'FS::notify_template::_template' ),
8321 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8323 Generates a templated notification to the customer (see L<Text::Template>).
8325 OPTIONS is a hash and may include
8327 I<extra_fields> - a hashref of name/value pairs which will be substituted
8328 into the template. These values may override values mentioned below
8329 and those from the customer record.
8331 The following variables are available in the template instead of or in addition
8332 to the fields of the customer record.
8334 I<$payby> - a description of the method of payment for the customer
8335 # would be nice to use FS::payby::shortname
8336 I<$payinfo> - the masked account information used to collect for this customer
8337 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8338 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8342 sub generate_letter {
8343 my ($self, $template, %options) = @_;
8345 return unless $conf->exists($template);
8347 my $letter_template = new Text::Template
8349 SOURCE => [ map "$_\n", $conf->config($template)],
8350 DELIMITERS => [ '[@--', '--@]' ],
8352 or die "can't create new Text::Template object: Text::Template::ERROR";
8354 $letter_template->compile()
8355 or die "can't compile template: Text::Template::ERROR";
8357 my %letter_data = map { $_ => $self->$_ } $self->fields;
8358 $letter_data{payinfo} = $self->mask_payinfo;
8360 #my $paydate = $self->paydate || '2037-12-31';
8361 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8363 my $payby = $self->payby;
8364 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8365 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8367 #credit cards expire at the end of the month/year of their exp date
8368 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8369 $letter_data{payby} = 'credit card';
8370 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8371 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8373 }elsif ($payby eq 'COMP') {
8374 $letter_data{payby} = 'complimentary account';
8376 $letter_data{payby} = 'current method';
8378 $letter_data{expdate} = $expire_time;
8380 for (keys %{$options{extra_fields}}){
8381 $letter_data{$_} = $options{extra_fields}->{$_};
8384 unless(exists($letter_data{returnaddress})){
8385 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8386 $self->agent_template)
8388 if ( length($retadd) ) {
8389 $letter_data{returnaddress} = $retadd;
8390 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8391 $letter_data{returnaddress} =
8392 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8393 $conf->config('company_address', $self->agentnum)
8396 $letter_data{returnaddress} = '~';
8400 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8402 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8404 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8405 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8409 ) or die "can't open temp file: $!\n";
8411 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8413 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8417 =item print_ps TEMPLATE
8419 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8425 my $file = $self->generate_letter(@_);
8426 FS::Misc::generate_ps($file);
8429 =item print TEMPLATE
8431 Prints the filled in template.
8433 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8437 sub queueable_print {
8440 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8441 or die "invalid customer number: " . $opt{custvnum};
8443 my $error = $self->print( $opt{template} );
8444 die $error if $error;
8448 my ($self, $template) = (shift, shift);
8449 do_print [ $self->print_ps($template) ];
8452 #these three subs should just go away once agent stuff is all config overrides
8454 sub agent_template {
8456 $self->_agent_plandata('agent_templatename');
8459 sub agent_invoice_from {
8461 $self->_agent_plandata('agent_invoice_from');
8464 sub _agent_plandata {
8465 my( $self, $option ) = @_;
8467 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8468 #agent-specific Conf
8470 use FS::part_event::Condition;
8472 my $agentnum = $self->agentnum;
8475 if ( driver_name =~ /^Pg/i ) {
8477 } elsif ( driver_name =~ /^mysql/i ) {
8480 die "don't know how to use regular expressions in ". driver_name. " databases";
8483 my $part_event_option =
8485 'select' => 'part_event_option.*',
8486 'table' => 'part_event_option',
8488 LEFT JOIN part_event USING ( eventpart )
8489 LEFT JOIN part_event_option AS peo_agentnum
8490 ON ( part_event.eventpart = peo_agentnum.eventpart
8491 AND peo_agentnum.optionname = 'agentnum'
8492 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8494 LEFT JOIN part_event_condition
8495 ON ( part_event.eventpart = part_event_condition.eventpart
8496 AND part_event_condition.conditionname = 'cust_bill_age'
8498 LEFT JOIN part_event_condition_option
8499 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8500 AND part_event_condition_option.optionname = 'age'
8503 #'hashref' => { 'optionname' => $option },
8504 #'hashref' => { 'part_event_option.optionname' => $option },
8506 " WHERE part_event_option.optionname = ". dbh->quote($option).
8507 " AND action = 'cust_bill_send_agent' ".
8508 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8509 " AND peo_agentnum.optionname = 'agentnum' ".
8510 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8512 CASE WHEN part_event_condition_option.optionname IS NULL
8514 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8516 , part_event.weight".
8520 unless ( $part_event_option ) {
8521 return $self->agent->invoice_template || ''
8522 if $option eq 'agent_templatename';
8526 $part_event_option->optionvalue;
8531 ## actual sub, not a method, designed to be called from the queue.
8532 ## sets up the customer, and calls the bill_and_collect
8533 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8534 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8535 $cust_main->bill_and_collect(
8540 sub _upgrade_data { #class method
8541 my ($class, %opts) = @_;
8543 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8544 my $sth = dbh->prepare($sql) or die dbh->errstr;
8545 $sth->execute or die $sth->errstr;
8555 The delete method should possibly take an FS::cust_main object reference
8556 instead of a scalar customer number.
8558 Bill and collect options should probably be passed as references instead of a
8561 There should probably be a configuration file with a list of allowed credit
8564 No multiple currency support (probably a larger project than just this module).
8566 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8568 Birthdates rely on negative epoch values.
8570 The payby for card/check batches is broken. With mixed batching, bad
8573 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8577 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8578 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8579 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.