5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Location
10 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
11 FS::geocode_Mixin FS::Quotable_Mixin
15 use vars qw( $DEBUG $me $conf
18 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
23 use Scalar::Util qw( blessed );
24 use Time::Local qw(timelocal);
25 use Storable qw(thaw);
29 use Digest::MD5 qw(md5_base64);
32 use File::Temp; #qw( tempfile );
33 use Business::CreditCard 0.28;
35 use FS::UID qw( getotaker dbh driver_name );
36 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
37 use FS::Misc qw( generate_email send_email generate_ps do_print );
38 use FS::Msgcat qw(gettext);
45 use FS::cust_bill_void;
46 use FS::legacy_cust_bill;
48 use FS::cust_pay_pending;
49 use FS::cust_pay_void;
50 use FS::cust_pay_batch;
53 use FS::part_referral;
54 use FS::cust_main_county;
55 use FS::cust_location;
57 use FS::cust_main_exemption;
58 use FS::cust_tax_adjustment;
59 use FS::cust_tax_location;
61 use FS::cust_main_invoice;
63 use FS::prepay_credit;
69 use FS::payment_gateway;
70 use FS::agent_payment_gateway;
72 use FS::cust_main_note;
73 use FS::cust_attachment;
76 use FS::upgrade_journal;
78 # 1 is mostly method/subroutine entry and options
79 # 2 traces progress of some operations
80 # 3 is even more information including possibly sensitive data
82 $me = '[FS::cust_main]';
85 $ignore_expired_card = 0;
86 $ignore_banned_card = 0;
90 @encrypted_fields = ('payinfo', 'paycvv');
91 sub nohistory_fields { ('payinfo', 'paycvv'); }
93 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
95 #ask FS::UID to run this stuff for us later
96 #$FS::UID::callback{'FS::cust_main'} = sub {
97 install_callback FS::UID sub {
99 #yes, need it for stuff below (prolly should be cached)
104 my ( $hashref, $cache ) = @_;
105 if ( exists $hashref->{'pkgnum'} ) {
106 #@{ $self->{'_pkgnum'} } = ();
107 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
108 $self->{'_pkgnum'} = $subcache;
109 #push @{ $self->{'_pkgnum'} },
110 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
116 FS::cust_main - Object methods for cust_main records
122 $record = new FS::cust_main \%hash;
123 $record = new FS::cust_main { 'column' => 'value' };
125 $error = $record->insert;
127 $error = $new_record->replace($old_record);
129 $error = $record->delete;
131 $error = $record->check;
133 @cust_pkg = $record->all_pkgs;
135 @cust_pkg = $record->ncancelled_pkgs;
137 @cust_pkg = $record->suspended_pkgs;
139 $error = $record->bill;
140 $error = $record->bill %options;
141 $error = $record->bill 'time' => $time;
143 $error = $record->collect;
144 $error = $record->collect %options;
145 $error = $record->collect 'invoice_time' => $time,
150 An FS::cust_main object represents a customer. FS::cust_main inherits from
151 FS::Record. The following fields are currently supported:
157 Primary key (assigned automatically for new customers)
161 Agent (see L<FS::agent>)
165 Advertising source (see L<FS::part_referral>)
177 Cocial security number (optional)
201 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
205 Payment Information (See L<FS::payinfo_Mixin> for data format)
209 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
213 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
217 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
221 Start date month (maestro/solo cards only)
225 Start date year (maestro/solo cards only)
229 Issue number (maestro/solo cards only)
233 Name on card or billing name
237 IP address from which payment information was received
241 Tax exempt, empty or `Y'
245 Order taker (see L<FS::access_user>)
251 =item referral_custnum
253 Referring customer number
257 Enable individual CDR spooling, empty or `Y'
261 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
265 Discourage individual CDR printing, empty or `Y'
269 Allow self-service editing of ticket subjects, empty or 'Y'
271 =item calling_list_exempt
273 Do not call, empty or 'Y'
283 Creates a new customer. To add the customer to the database, see L<"insert">.
285 Note that this stores the hash reference, not a distinct copy of the hash it
286 points to. You can ask the object for a copy with the I<hash> method.
290 sub table { 'cust_main'; }
292 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
294 Adds this customer to the database. If there is an error, returns the error,
295 otherwise returns false.
297 Usually the customer's location will not yet exist in the database, and
298 the C<bill_location> and C<ship_location> pseudo-fields must be set to
299 uninserted L<FS::cust_location> objects. These will be inserted and linked
300 (in both directions) to the new customer record. If they're references
301 to the same object, they will become the same location.
303 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
304 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
305 are inserted atomicly, or the transaction is rolled back. Passing an empty
306 hash reference is equivalent to not supplying this parameter. There should be
307 a better explanation of this, but until then, here's an example:
310 tie %hash, 'Tie::RefHash'; #this part is important
312 $cust_pkg => [ $svc_acct ],
315 $cust_main->insert( \%hash );
317 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
318 be set as the invoicing list (see L<"invoicing_list">). Errors return as
319 expected and rollback the entire transaction; it is not necessary to call
320 check_invoicing_list first. The invoicing_list is set after the records in the
321 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
322 invoicing_list destination to the newly-created svc_acct. Here's an example:
324 $cust_main->insert( {}, [ $email, 'POST' ] );
326 Currently available options are: I<depend_jobnum>, I<noexport>,
327 I<tax_exemption> and I<prospectnum>.
329 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
330 on the supplied jobnum (they will not run until the specific job completes).
331 This can be used to defer provisioning until some action completes (such
332 as running the customer's credit card successfully).
334 The I<noexport> option is deprecated. If I<noexport> is set true, no
335 provisioning jobs (exports) are scheduled. (You can schedule them later with
336 the B<reexport> method.)
338 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
339 of tax names and exemption numbers. FS::cust_main_exemption records will be
340 created and inserted.
342 If I<prospectnum> is set, moves contacts and locations from that prospect.
348 my $cust_pkgs = @_ ? shift : {};
349 my $invoicing_list = @_ ? shift : '';
351 warn "$me insert called with options ".
352 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
355 local $SIG{HUP} = 'IGNORE';
356 local $SIG{INT} = 'IGNORE';
357 local $SIG{QUIT} = 'IGNORE';
358 local $SIG{TERM} = 'IGNORE';
359 local $SIG{TSTP} = 'IGNORE';
360 local $SIG{PIPE} = 'IGNORE';
362 my $oldAutoCommit = $FS::UID::AutoCommit;
363 local $FS::UID::AutoCommit = 0;
366 my $prepay_identifier = '';
367 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
369 if ( $self->payby eq 'PREPAY' ) {
371 $self->payby('BILL');
372 $prepay_identifier = $self->payinfo;
375 warn " looking up prepaid card $prepay_identifier\n"
378 my $error = $self->get_prepay( $prepay_identifier,
379 'amount_ref' => \$amount,
380 'seconds_ref' => \$seconds,
381 'upbytes_ref' => \$upbytes,
382 'downbytes_ref' => \$downbytes,
383 'totalbytes_ref' => \$totalbytes,
386 $dbh->rollback if $oldAutoCommit;
387 #return "error applying prepaid card (transaction rolled back): $error";
391 $payby = 'PREP' if $amount;
393 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|PPAL)$/ ) {
396 $self->payby('BILL');
397 $amount = $self->paid;
402 foreach my $l (qw(bill_location ship_location)) {
403 my $loc = delete $self->hashref->{$l};
404 # XXX if we're moving a prospect's locations, do that here
409 if ( !$loc->locationnum ) {
410 # warn the location that we're going to insert it with no custnum
411 $loc->set(custnum_pending => 1);
412 warn " inserting $l\n"
414 my $error = $loc->insert;
416 $dbh->rollback if $oldAutoCommit;
417 my $label = $l eq 'ship_location' ? 'service' : 'billing';
418 return "$error (in $label location)";
421 elsif ( ($loc->custnum || 0) > 0 or $loc->prospectnum ) {
422 # then it somehow belongs to another customer--shouldn't happen
423 $dbh->rollback if $oldAutoCommit;
424 return "$l belongs to customer ".$loc->custnum;
426 # else it already belongs to this customer
427 # (happens when ship_location is identical to bill_location)
429 $self->set($l.'num', $loc->locationnum);
431 if ( $self->get($l.'num') eq '' ) {
432 $dbh->rollback if $oldAutoCommit;
437 warn " inserting $self\n"
440 $self->signupdate(time) unless $self->signupdate;
442 $self->auto_agent_custid()
443 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
445 my $error = $self->SUPER::insert;
447 $dbh->rollback if $oldAutoCommit;
448 #return "inserting cust_main record (transaction rolled back): $error";
452 # now set cust_location.custnum
453 foreach my $l (qw(bill_location ship_location)) {
454 warn " setting $l.custnum\n"
457 unless ( $loc->custnum ) {
458 $loc->set(custnum => $self->custnum);
459 $error ||= $loc->replace;
463 $dbh->rollback if $oldAutoCommit;
464 return "error setting $l custnum: $error";
468 warn " setting invoicing list\n"
471 if ( $invoicing_list ) {
472 $error = $self->check_invoicing_list( $invoicing_list );
474 $dbh->rollback if $oldAutoCommit;
475 #return "checking invoicing_list (transaction rolled back): $error";
478 $self->invoicing_list( $invoicing_list );
481 warn " setting customer tags\n"
484 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
485 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
486 'custnum' => $self->custnum };
487 my $error = $cust_tag->insert;
489 $dbh->rollback if $oldAutoCommit;
494 my $prospectnum = delete $options{'prospectnum'};
495 if ( $prospectnum ) {
497 warn " moving contacts and locations from prospect $prospectnum\n"
501 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
502 unless ( $prospect_main ) {
503 $dbh->rollback if $oldAutoCommit;
504 return "Unknown prospectnum $prospectnum";
506 $prospect_main->custnum($self->custnum);
507 $prospect_main->disabled('Y');
508 my $error = $prospect_main->replace;
510 $dbh->rollback if $oldAutoCommit;
514 my @contact = $prospect_main->contact;
515 my @cust_location = $prospect_main->cust_location;
516 my @qual = $prospect_main->qual;
518 foreach my $r ( @contact, @cust_location, @qual ) {
520 $r->custnum($self->custnum);
521 my $error = $r->replace;
523 $dbh->rollback if $oldAutoCommit;
530 warn " setting cust_main_exemption\n"
533 my $tax_exemption = delete $options{'tax_exemption'};
534 if ( $tax_exemption ) {
536 $tax_exemption = { map { $_ => '' } @$tax_exemption }
537 if ref($tax_exemption) eq 'ARRAY';
539 foreach my $taxname ( keys %$tax_exemption ) {
540 my $cust_main_exemption = new FS::cust_main_exemption {
541 'custnum' => $self->custnum,
542 'taxname' => $taxname,
543 'exempt_number' => $tax_exemption->{$taxname},
545 my $error = $cust_main_exemption->insert;
547 $dbh->rollback if $oldAutoCommit;
548 return "inserting cust_main_exemption (transaction rolled back): $error";
553 warn " ordering packages\n"
556 $error = $self->order_pkgs( $cust_pkgs,
558 'seconds_ref' => \$seconds,
559 'upbytes_ref' => \$upbytes,
560 'downbytes_ref' => \$downbytes,
561 'totalbytes_ref' => \$totalbytes,
564 $dbh->rollback if $oldAutoCommit;
569 $dbh->rollback if $oldAutoCommit;
570 return "No svc_acct record to apply pre-paid time";
572 if ( $upbytes || $downbytes || $totalbytes ) {
573 $dbh->rollback if $oldAutoCommit;
574 return "No svc_acct record to apply pre-paid data";
578 warn " inserting initial $payby payment of $amount\n"
580 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
582 $dbh->rollback if $oldAutoCommit;
583 return "inserting payment (transaction rolled back): $error";
587 unless ( $import || $skip_fuzzyfiles ) {
588 warn " queueing fuzzyfiles update\n"
590 $error = $self->queue_fuzzyfiles_update;
592 $dbh->rollback if $oldAutoCommit;
593 return "updating fuzzy search cache: $error";
597 # FS::geocode_Mixin::after_insert or something?
598 if ( $conf->config('tax_district_method') and !$import ) {
599 # if anything non-empty, try to look it up
600 my $queue = new FS::queue {
601 'job' => 'FS::geocode_Mixin::process_district_update',
602 'custnum' => $self->custnum,
604 my $error = $queue->insert( ref($self), $self->custnum );
606 $dbh->rollback if $oldAutoCommit;
607 return "queueing tax district update: $error";
612 warn " exporting\n" if $DEBUG > 1;
614 my $export_args = $options{'export_args'} || [];
617 map qsearch( 'part_export', {exportnum=>$_} ),
618 $conf->config('cust_main-exports'); #, $agentnum
620 foreach my $part_export ( @part_export ) {
621 my $error = $part_export->export_insert($self, @$export_args);
623 $dbh->rollback if $oldAutoCommit;
624 return "exporting to ". $part_export->exporttype.
625 " (transaction rolled back): $error";
629 #foreach my $depend_jobnum ( @$depend_jobnums ) {
630 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
632 # foreach my $jobnum ( @jobnums ) {
633 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
634 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
636 # my $error = $queue->depend_insert($depend_jobnum);
638 # $dbh->rollback if $oldAutoCommit;
639 # return "error queuing job dependancy: $error";
646 #if ( exists $options{'jobnums'} ) {
647 # push @{ $options{'jobnums'} }, @jobnums;
650 warn " insert complete; committing transaction\n"
653 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
658 use File::CounterFile;
659 sub auto_agent_custid {
662 my $format = $conf->config('cust_main-auto_agent_custid');
664 if ( $format eq '1YMMXXXXXXXX' ) {
666 my $counter = new File::CounterFile 'cust_main.agent_custid';
669 my $ym = 100000000000 + time2str('%y%m00000000', time);
670 if ( $ym > $counter->value ) {
671 $counter->{'value'} = $agent_custid = $ym;
672 $counter->{'updated'} = 1;
674 $agent_custid = $counter->inc;
680 die "Unknown cust_main-auto_agent_custid format: $format";
683 $self->agent_custid($agent_custid);
687 =item PACKAGE METHODS
689 Documentation on customer package methods has been moved to
690 L<FS::cust_main::Packages>.
692 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
694 Recharges this (existing) customer with the specified prepaid card (see
695 L<FS::prepay_credit>), specified either by I<identifier> or as an
696 FS::prepay_credit object. If there is an error, returns the error, otherwise
699 Optionally, five scalar references can be passed as well. They will have their
700 values filled in with the amount, number of seconds, and number of upload,
701 download, and total bytes applied by this prepaid card.
705 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
706 #the only place that uses these args
707 sub recharge_prepay {
708 my( $self, $prepay_credit, $amountref, $secondsref,
709 $upbytesref, $downbytesref, $totalbytesref ) = @_;
711 local $SIG{HUP} = 'IGNORE';
712 local $SIG{INT} = 'IGNORE';
713 local $SIG{QUIT} = 'IGNORE';
714 local $SIG{TERM} = 'IGNORE';
715 local $SIG{TSTP} = 'IGNORE';
716 local $SIG{PIPE} = 'IGNORE';
718 my $oldAutoCommit = $FS::UID::AutoCommit;
719 local $FS::UID::AutoCommit = 0;
722 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
724 my $error = $self->get_prepay( $prepay_credit,
725 'amount_ref' => \$amount,
726 'seconds_ref' => \$seconds,
727 'upbytes_ref' => \$upbytes,
728 'downbytes_ref' => \$downbytes,
729 'totalbytes_ref' => \$totalbytes,
731 || $self->increment_seconds($seconds)
732 || $self->increment_upbytes($upbytes)
733 || $self->increment_downbytes($downbytes)
734 || $self->increment_totalbytes($totalbytes)
735 || $self->insert_cust_pay_prepay( $amount,
737 ? $prepay_credit->identifier
742 $dbh->rollback if $oldAutoCommit;
746 if ( defined($amountref) ) { $$amountref = $amount; }
747 if ( defined($secondsref) ) { $$secondsref = $seconds; }
748 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
749 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
750 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
752 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
757 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
759 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
760 specified either by I<identifier> or as an FS::prepay_credit object.
762 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
763 incremented by the values of the prepaid card.
765 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
766 check or set this customer's I<agentnum>.
768 If there is an error, returns the error, otherwise returns false.
774 my( $self, $prepay_credit, %opt ) = @_;
776 local $SIG{HUP} = 'IGNORE';
777 local $SIG{INT} = 'IGNORE';
778 local $SIG{QUIT} = 'IGNORE';
779 local $SIG{TERM} = 'IGNORE';
780 local $SIG{TSTP} = 'IGNORE';
781 local $SIG{PIPE} = 'IGNORE';
783 my $oldAutoCommit = $FS::UID::AutoCommit;
784 local $FS::UID::AutoCommit = 0;
787 unless ( ref($prepay_credit) ) {
789 my $identifier = $prepay_credit;
791 $prepay_credit = qsearchs(
793 { 'identifier' => $identifier },
798 unless ( $prepay_credit ) {
799 $dbh->rollback if $oldAutoCommit;
800 return "Invalid prepaid card: ". $identifier;
805 if ( $prepay_credit->agentnum ) {
806 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
807 $dbh->rollback if $oldAutoCommit;
808 return "prepaid card not valid for agent ". $self->agentnum;
810 $self->agentnum($prepay_credit->agentnum);
813 my $error = $prepay_credit->delete;
815 $dbh->rollback if $oldAutoCommit;
816 return "removing prepay_credit (transaction rolled back): $error";
819 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
820 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
822 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
827 =item increment_upbytes SECONDS
829 Updates this customer's single or primary account (see L<FS::svc_acct>) by
830 the specified number of upbytes. If there is an error, returns the error,
831 otherwise returns false.
835 sub increment_upbytes {
836 _increment_column( shift, 'upbytes', @_);
839 =item increment_downbytes SECONDS
841 Updates this customer's single or primary account (see L<FS::svc_acct>) by
842 the specified number of downbytes. If there is an error, returns the error,
843 otherwise returns false.
847 sub increment_downbytes {
848 _increment_column( shift, 'downbytes', @_);
851 =item increment_totalbytes SECONDS
853 Updates this customer's single or primary account (see L<FS::svc_acct>) by
854 the specified number of totalbytes. If there is an error, returns the error,
855 otherwise returns false.
859 sub increment_totalbytes {
860 _increment_column( shift, 'totalbytes', @_);
863 =item increment_seconds SECONDS
865 Updates this customer's single or primary account (see L<FS::svc_acct>) by
866 the specified number of seconds. If there is an error, returns the error,
867 otherwise returns false.
871 sub increment_seconds {
872 _increment_column( shift, 'seconds', @_);
875 =item _increment_column AMOUNT
877 Updates this customer's single or primary account (see L<FS::svc_acct>) by
878 the specified number of seconds or bytes. If there is an error, returns
879 the error, otherwise returns false.
883 sub _increment_column {
884 my( $self, $column, $amount ) = @_;
885 warn "$me increment_column called: $column, $amount\n"
888 return '' unless $amount;
890 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
891 $self->ncancelled_pkgs;
894 return 'No packages with primary or single services found'.
895 ' to apply pre-paid time';
896 } elsif ( scalar(@cust_pkg) > 1 ) {
897 #maybe have a way to specify the package/account?
898 return 'Multiple packages found to apply pre-paid time';
901 my $cust_pkg = $cust_pkg[0];
902 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
906 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
909 return 'No account found to apply pre-paid time';
910 } elsif ( scalar(@cust_svc) > 1 ) {
911 return 'Multiple accounts found to apply pre-paid time';
914 my $svc_acct = $cust_svc[0]->svc_x;
915 warn " found service svcnum ". $svc_acct->pkgnum.
916 ' ('. $svc_acct->email. ")\n"
919 $column = "increment_$column";
920 $svc_acct->$column($amount);
924 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
926 Inserts a prepayment in the specified amount for this customer. An optional
927 second argument can specify the prepayment identifier for tracking purposes.
928 If there is an error, returns the error, otherwise returns false.
932 sub insert_cust_pay_prepay {
933 shift->insert_cust_pay('PREP', @_);
936 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
938 Inserts a cash payment in the specified amount for this customer. An optional
939 second argument can specify the payment identifier for tracking purposes.
940 If there is an error, returns the error, otherwise returns false.
944 sub insert_cust_pay_cash {
945 shift->insert_cust_pay('CASH', @_);
948 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
950 Inserts a Western Union payment in the specified amount for this customer. An
951 optional second argument can specify the prepayment identifier for tracking
952 purposes. If there is an error, returns the error, otherwise returns false.
956 sub insert_cust_pay_west {
957 shift->insert_cust_pay('WEST', @_);
960 sub insert_cust_pay {
961 my( $self, $payby, $amount ) = splice(@_, 0, 3);
962 my $payinfo = scalar(@_) ? shift : '';
964 my $cust_pay = new FS::cust_pay {
965 'custnum' => $self->custnum,
966 'paid' => sprintf('%.2f', $amount),
967 #'_date' => #date the prepaid card was purchased???
969 'payinfo' => $payinfo,
977 This method is deprecated. See the I<depend_jobnum> option to the insert and
978 order_pkgs methods for a better way to defer provisioning.
980 Re-schedules all exports by calling the B<reexport> method of all associated
981 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
982 otherwise returns false.
989 carp "WARNING: FS::cust_main::reexport is deprectated; ".
990 "use the depend_jobnum option to insert or order_pkgs to delay export";
992 local $SIG{HUP} = 'IGNORE';
993 local $SIG{INT} = 'IGNORE';
994 local $SIG{QUIT} = 'IGNORE';
995 local $SIG{TERM} = 'IGNORE';
996 local $SIG{TSTP} = 'IGNORE';
997 local $SIG{PIPE} = 'IGNORE';
999 my $oldAutoCommit = $FS::UID::AutoCommit;
1000 local $FS::UID::AutoCommit = 0;
1003 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1004 my $error = $cust_pkg->reexport;
1006 $dbh->rollback if $oldAutoCommit;
1011 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1016 =item delete [ OPTION => VALUE ... ]
1018 This deletes the customer. If there is an error, returns the error, otherwise
1021 This will completely remove all traces of the customer record. This is not
1022 what you want when a customer cancels service; for that, cancel all of the
1023 customer's packages (see L</cancel>).
1025 If the customer has any uncancelled packages, you need to pass a new (valid)
1026 customer number for those packages to be transferred to, as the "new_customer"
1027 option. Cancelled packages will be deleted. Did I mention that this is NOT
1028 what you want when a customer cancels service and that you really should be
1029 looking at L<FS::cust_pkg/cancel>?
1031 You can't delete a customer with invoices (see L<FS::cust_bill>),
1032 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1033 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1034 set the "delete_financials" option to a true value.
1039 my( $self, %opt ) = @_;
1041 local $SIG{HUP} = 'IGNORE';
1042 local $SIG{INT} = 'IGNORE';
1043 local $SIG{QUIT} = 'IGNORE';
1044 local $SIG{TERM} = 'IGNORE';
1045 local $SIG{TSTP} = 'IGNORE';
1046 local $SIG{PIPE} = 'IGNORE';
1048 my $oldAutoCommit = $FS::UID::AutoCommit;
1049 local $FS::UID::AutoCommit = 0;
1052 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1053 $dbh->rollback if $oldAutoCommit;
1054 return "Can't delete a master agent customer";
1057 #use FS::access_user
1058 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1059 $dbh->rollback if $oldAutoCommit;
1060 return "Can't delete a master employee customer";
1063 tie my %financial_tables, 'Tie::IxHash',
1064 'cust_bill' => 'invoices',
1065 'cust_statement' => 'statements',
1066 'cust_credit' => 'credits',
1067 'cust_pay' => 'payments',
1068 'cust_refund' => 'refunds',
1071 foreach my $table ( keys %financial_tables ) {
1073 my @records = $self->$table();
1075 if ( @records && ! $opt{'delete_financials'} ) {
1076 $dbh->rollback if $oldAutoCommit;
1077 return "Can't delete a customer with ". $financial_tables{$table};
1080 foreach my $record ( @records ) {
1081 my $error = $record->delete;
1083 $dbh->rollback if $oldAutoCommit;
1084 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1090 my @cust_pkg = $self->ncancelled_pkgs;
1092 my $new_custnum = $opt{'new_custnum'};
1093 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1094 $dbh->rollback if $oldAutoCommit;
1095 return "Invalid new customer number: $new_custnum";
1097 foreach my $cust_pkg ( @cust_pkg ) {
1098 my %hash = $cust_pkg->hash;
1099 $hash{'custnum'} = $new_custnum;
1100 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1101 my $error = $new_cust_pkg->replace($cust_pkg,
1102 options => { $cust_pkg->options },
1105 $dbh->rollback if $oldAutoCommit;
1110 my @cancelled_cust_pkg = $self->all_pkgs;
1111 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1112 my $error = $cust_pkg->delete;
1114 $dbh->rollback if $oldAutoCommit;
1119 #cust_tax_adjustment in financials?
1120 #cust_pay_pending? ouch
1122 foreach my $table (qw(
1123 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1124 cust_location cust_main_note cust_tax_adjustment
1125 cust_pay_void cust_pay_batch queue cust_tax_exempt
1127 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1128 my $error = $record->delete;
1130 $dbh->rollback if $oldAutoCommit;
1136 my $sth = $dbh->prepare(
1137 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1139 my $errstr = $dbh->errstr;
1140 $dbh->rollback if $oldAutoCommit;
1143 $sth->execute($self->custnum) or do {
1144 my $errstr = $sth->errstr;
1145 $dbh->rollback if $oldAutoCommit;
1151 my $ticket_dbh = '';
1152 if ($conf->config('ticket_system') eq 'RT_Internal') {
1154 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1155 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1156 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1157 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1160 if ( $ticket_dbh ) {
1162 my $ticket_sth = $ticket_dbh->prepare(
1163 'DELETE FROM Links WHERE Target = ?'
1165 my $errstr = $ticket_dbh->errstr;
1166 $dbh->rollback if $oldAutoCommit;
1169 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1171 my $errstr = $ticket_sth->errstr;
1172 $dbh->rollback if $oldAutoCommit;
1176 #check and see if the customer is the only link on the ticket, and
1177 #if so, set the ticket to deleted status in RT?
1178 #maybe someday, for now this will at least fix tickets not displaying
1182 #delete the customer record
1184 my $error = $self->SUPER::delete;
1186 $dbh->rollback if $oldAutoCommit;
1190 # cust_main exports!
1192 #my $export_args = $options{'export_args'} || [];
1195 map qsearch( 'part_export', {exportnum=>$_} ),
1196 $conf->config('cust_main-exports'); #, $agentnum
1198 foreach my $part_export ( @part_export ) {
1199 my $error = $part_export->export_delete( $self ); #, @$export_args);
1201 $dbh->rollback if $oldAutoCommit;
1202 return "exporting to ". $part_export->exporttype.
1203 " (transaction rolled back): $error";
1207 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1212 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1214 This merges this customer into the provided new custnum, and then deletes the
1215 customer. If there is an error, returns the error, otherwise returns false.
1217 The source customer's name, company name, phone numbers, agent,
1218 referring customer, customer class, advertising source, order taker, and
1219 billing information (except balance) are discarded.
1221 All packages are moved to the target customer. Packages with package locations
1222 are preserved. Packages without package locations are moved to a new package
1223 location with the source customer's service/shipping address.
1225 All invoices, statements, payments, credits and refunds are moved to the target
1226 customer. The source customer's balance is added to the target customer.
1228 All notes, attachments, tickets and customer tags are moved to the target
1231 Change history is not currently moved.
1236 my( $self, $new_custnum, %opt ) = @_;
1238 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1240 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1241 or return "Invalid new customer number: $new_custnum";
1243 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1244 if $self->agentnum != $new_cust_main->agentnum
1245 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1247 local $SIG{HUP} = 'IGNORE';
1248 local $SIG{INT} = 'IGNORE';
1249 local $SIG{QUIT} = 'IGNORE';
1250 local $SIG{TERM} = 'IGNORE';
1251 local $SIG{TSTP} = 'IGNORE';
1252 local $SIG{PIPE} = 'IGNORE';
1254 my $oldAutoCommit = $FS::UID::AutoCommit;
1255 local $FS::UID::AutoCommit = 0;
1258 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1259 $dbh->rollback if $oldAutoCommit;
1260 return "Can't merge a master agent customer";
1263 #use FS::access_user
1264 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1265 $dbh->rollback if $oldAutoCommit;
1266 return "Can't merge a master employee customer";
1269 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1270 'status' => { op=>'!=', value=>'done' },
1274 $dbh->rollback if $oldAutoCommit;
1275 return "Can't merge a customer with pending payments";
1278 tie my %financial_tables, 'Tie::IxHash',
1279 'cust_bill' => 'invoices',
1280 'cust_bill_void' => 'voided invoices',
1281 'cust_statement' => 'statements',
1282 'cust_credit' => 'credits',
1283 'cust_pay' => 'payments',
1284 'cust_pay_void' => 'voided payments',
1285 'cust_refund' => 'refunds',
1288 foreach my $table ( keys %financial_tables ) {
1290 my @records = $self->$table();
1292 foreach my $record ( @records ) {
1293 $record->custnum($new_custnum);
1294 my $error = $record->replace;
1296 $dbh->rollback if $oldAutoCommit;
1297 return "Error merging ". $financial_tables{$table}. ": $error\n";
1303 my $name = $self->ship_name; #?
1305 my $locationnum = '';
1306 foreach my $cust_pkg ( $self->all_pkgs ) {
1307 $cust_pkg->custnum($new_custnum);
1309 unless ( $cust_pkg->locationnum ) {
1310 unless ( $locationnum ) {
1311 my $cust_location = new FS::cust_location {
1312 $self->location_hash,
1313 'custnum' => $new_custnum,
1315 my $error = $cust_location->insert;
1317 $dbh->rollback if $oldAutoCommit;
1320 $locationnum = $cust_location->locationnum;
1322 $cust_pkg->locationnum($locationnum);
1325 my $error = $cust_pkg->replace;
1327 $dbh->rollback if $oldAutoCommit;
1331 # add customer (ship) name to svc_phone.phone_name if blank
1332 my @cust_svc = $cust_pkg->cust_svc;
1333 foreach my $cust_svc (@cust_svc) {
1334 my($label, $value, $svcdb) = $cust_svc->label;
1335 next unless $svcdb eq 'svc_phone';
1336 my $svc_phone = $cust_svc->svc_x;
1337 next if $svc_phone->phone_name;
1338 $svc_phone->phone_name($name);
1339 my $error = $svc_phone->replace;
1341 $dbh->rollback if $oldAutoCommit;
1349 # cust_tax_exempt (texas tax exemptions)
1350 # cust_recon (some sort of not-well understood thing for OnPac)
1352 #these are moved over
1353 foreach my $table (qw(
1354 cust_tag cust_location contact cust_attachment cust_main_note
1355 cust_tax_adjustment cust_pay_batch queue
1357 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1358 $record->custnum($new_custnum);
1359 my $error = $record->replace;
1361 $dbh->rollback if $oldAutoCommit;
1367 #these aren't preserved
1368 foreach my $table (qw(
1369 cust_main_exemption cust_main_invoice
1371 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1372 my $error = $record->delete;
1374 $dbh->rollback if $oldAutoCommit;
1381 my $sth = $dbh->prepare(
1382 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1384 my $errstr = $dbh->errstr;
1385 $dbh->rollback if $oldAutoCommit;
1388 $sth->execute($new_custnum, $self->custnum) or do {
1389 my $errstr = $sth->errstr;
1390 $dbh->rollback if $oldAutoCommit;
1396 my $ticket_dbh = '';
1397 if ($conf->config('ticket_system') eq 'RT_Internal') {
1399 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1400 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1401 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1402 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1405 if ( $ticket_dbh ) {
1407 my $ticket_sth = $ticket_dbh->prepare(
1408 'UPDATE Links SET Target = ? WHERE Target = ?'
1410 my $errstr = $ticket_dbh->errstr;
1411 $dbh->rollback if $oldAutoCommit;
1414 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1415 'freeside://freeside/cust_main/'.$self->custnum)
1417 my $errstr = $ticket_sth->errstr;
1418 $dbh->rollback if $oldAutoCommit;
1424 #delete the customer record
1426 my $error = $self->delete;
1428 $dbh->rollback if $oldAutoCommit;
1432 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1437 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1439 Replaces the OLD_RECORD with this one in the database. If there is an error,
1440 returns the error, otherwise returns false.
1442 To change the customer's address, set the pseudo-fields C<bill_location> and
1443 C<ship_location>. The address will still only change if at least one of the
1444 address fields differs from the existing values.
1446 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1447 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1448 expected and rollback the entire transaction; it is not necessary to call
1449 check_invoicing_list first. Here's an example:
1451 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1453 Currently available options are: I<tax_exemption>.
1455 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1456 of tax names and exemption numbers. FS::cust_main_exemption records will be
1457 deleted and inserted as appropriate.
1464 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1466 : $self->replace_old;
1470 warn "$me replace called\n"
1473 my $curuser = $FS::CurrentUser::CurrentUser;
1474 if ( $self->payby eq 'COMP'
1475 && $self->payby ne $old->payby
1476 && ! $curuser->access_right('Complimentary customer')
1479 return "You are not permitted to create complimentary accounts.";
1482 local($ignore_expired_card) = 1
1483 if $old->payby =~ /^(CARD|DCRD)$/
1484 && $self->payby =~ /^(CARD|DCRD)$/
1485 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1487 local($ignore_banned_card) = 1
1488 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1489 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1490 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1492 return "Invoicing locale is required"
1495 && $conf->exists('cust_main-require_locale');
1497 local $SIG{HUP} = 'IGNORE';
1498 local $SIG{INT} = 'IGNORE';
1499 local $SIG{QUIT} = 'IGNORE';
1500 local $SIG{TERM} = 'IGNORE';
1501 local $SIG{TSTP} = 'IGNORE';
1502 local $SIG{PIPE} = 'IGNORE';
1504 my $oldAutoCommit = $FS::UID::AutoCommit;
1505 local $FS::UID::AutoCommit = 0;
1508 for my $l (qw(bill_location ship_location)) {
1509 my $old_loc = $old->$l;
1510 my $new_loc = $self->$l;
1512 if ( !$new_loc->locationnum ) {
1514 # If the new location is all empty fields, or if it's identical to
1515 # the old location in all fields, don't replace.
1516 my @nonempty = grep { $new_loc->$_ } $self->location_fields;
1518 my @unlike = grep { $new_loc->$_ ne $old_loc->$_ } $self->location_fields;
1520 if ( @unlike or $old_loc->disabled ) {
1521 warn " changed $l fields: ".join(',',@unlike)."\n"
1523 $new_loc->set(custnum => $self->custnum);
1525 # insert it--the old location will be disabled later
1526 my $error = $new_loc->insert;
1528 $dbh->rollback if $oldAutoCommit;
1533 # no fields have changed and $old_loc isn't disabled, so don't change it
1538 elsif ( $new_loc->custnum ne $self->custnum or $new_loc->prospectnum ) {
1539 $dbh->rollback if $oldAutoCommit;
1540 return "$l belongs to customer ".$new_loc->custnum;
1542 # else the new location belongs to this customer so we're good
1544 # set the foo_locationnum now that we have one.
1545 $self->set($l.'num', $new_loc->locationnum);
1549 my $error = $self->SUPER::replace($old);
1552 $dbh->rollback if $oldAutoCommit;
1556 # now move packages to the new service location
1557 $self->set('ship_location', ''); #flush cache
1558 if ( $old->ship_locationnum and # should only be null during upgrade...
1559 $old->ship_locationnum != $self->ship_locationnum ) {
1560 $error = $old->ship_location->move_to($self->ship_location);
1562 $dbh->rollback if $oldAutoCommit;
1566 # don't move packages based on the billing location, but
1567 # disable it if it's no longer in use
1568 if ( $old->bill_locationnum and
1569 $old->bill_locationnum != $self->bill_locationnum ) {
1570 $error = $old->bill_location->disable_if_unused;
1572 $dbh->rollback if $oldAutoCommit;
1577 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1578 my $invoicing_list = shift @param;
1579 $error = $self->check_invoicing_list( $invoicing_list );
1581 $dbh->rollback if $oldAutoCommit;
1584 $self->invoicing_list( $invoicing_list );
1587 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1589 #this could be more efficient than deleting and re-inserting, if it matters
1590 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1591 my $error = $cust_tag->delete;
1593 $dbh->rollback if $oldAutoCommit;
1597 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1598 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1599 'custnum' => $self->custnum };
1600 my $error = $cust_tag->insert;
1602 $dbh->rollback if $oldAutoCommit;
1609 my %options = @param;
1611 my $tax_exemption = delete $options{'tax_exemption'};
1612 if ( $tax_exemption ) {
1614 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1615 if ref($tax_exemption) eq 'ARRAY';
1617 my %cust_main_exemption =
1618 map { $_->taxname => $_ }
1619 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1621 foreach my $taxname ( keys %$tax_exemption ) {
1623 if ( $cust_main_exemption{$taxname} &&
1624 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1627 delete $cust_main_exemption{$taxname};
1631 my $cust_main_exemption = new FS::cust_main_exemption {
1632 'custnum' => $self->custnum,
1633 'taxname' => $taxname,
1634 'exempt_number' => $tax_exemption->{$taxname},
1636 my $error = $cust_main_exemption->insert;
1638 $dbh->rollback if $oldAutoCommit;
1639 return "inserting cust_main_exemption (transaction rolled back): $error";
1643 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1644 my $error = $cust_main_exemption->delete;
1646 $dbh->rollback if $oldAutoCommit;
1647 return "deleting cust_main_exemption (transaction rolled back): $error";
1653 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1654 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1655 && $self->get('payinfo') !~ /^99\d{14}$/
1657 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1662 # card/check/lec info has changed, want to retry realtime_ invoice events
1663 my $error = $self->retry_realtime;
1665 $dbh->rollback if $oldAutoCommit;
1670 unless ( $import || $skip_fuzzyfiles ) {
1671 $error = $self->queue_fuzzyfiles_update;
1673 $dbh->rollback if $oldAutoCommit;
1674 return "updating fuzzy search cache: $error";
1678 # tax district update in cust_location
1680 # cust_main exports!
1682 my $export_args = $options{'export_args'} || [];
1685 map qsearch( 'part_export', {exportnum=>$_} ),
1686 $conf->config('cust_main-exports'); #, $agentnum
1688 foreach my $part_export ( @part_export ) {
1689 my $error = $part_export->export_replace( $self, $old, @$export_args);
1691 $dbh->rollback if $oldAutoCommit;
1692 return "exporting to ". $part_export->exporttype.
1693 " (transaction rolled back): $error";
1697 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1702 =item queue_fuzzyfiles_update
1704 Used by insert & replace to update the fuzzy search cache
1708 use FS::cust_main::Search;
1709 sub queue_fuzzyfiles_update {
1712 local $SIG{HUP} = 'IGNORE';
1713 local $SIG{INT} = 'IGNORE';
1714 local $SIG{QUIT} = 'IGNORE';
1715 local $SIG{TERM} = 'IGNORE';
1716 local $SIG{TSTP} = 'IGNORE';
1717 local $SIG{PIPE} = 'IGNORE';
1719 my $oldAutoCommit = $FS::UID::AutoCommit;
1720 local $FS::UID::AutoCommit = 0;
1723 my @locations = $self->bill_location;
1724 push @locations, $self->ship_location if $self->has_ship_address;
1725 foreach my $location (@locations) {
1726 my $queue = new FS::queue {
1727 'job' => 'FS::cust_main::Search::append_fuzzyfiles'
1729 my @args = map $location->get($_), @FS::cust_main::Search::fuzzyfields;
1730 my $error = $queue->insert( @args );
1732 $dbh->rollback if $oldAutoCommit;
1733 return "queueing job (transaction rolled back): $error";
1737 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1744 Checks all fields to make sure this is a valid customer record. If there is
1745 an error, returns the error, otherwise returns false. Called by the insert
1746 and replace methods.
1753 warn "$me check BEFORE: \n". $self->_dump
1757 $self->ut_numbern('custnum')
1758 || $self->ut_number('agentnum')
1759 || $self->ut_textn('agent_custid')
1760 || $self->ut_number('refnum')
1761 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1762 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1763 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1764 || $self->ut_textn('custbatch')
1765 || $self->ut_name('last')
1766 || $self->ut_name('first')
1767 || $self->ut_snumbern('signupdate')
1768 || $self->ut_snumbern('birthdate')
1769 || $self->ut_snumbern('spouse_birthdate')
1770 || $self->ut_snumbern('anniversary_date')
1771 || $self->ut_textn('company')
1772 || $self->ut_anything('comments')
1773 || $self->ut_numbern('referral_custnum')
1774 || $self->ut_textn('stateid')
1775 || $self->ut_textn('stateid_state')
1776 || $self->ut_textn('invoice_terms')
1777 || $self->ut_floatn('cdr_termination_percentage')
1778 || $self->ut_floatn('credit_limit')
1779 || $self->ut_numbern('billday')
1780 || $self->ut_numbern('prorate_day')
1781 || $self->ut_flag('edit_subject')
1782 || $self->ut_flag('calling_list_exempt')
1783 || $self->ut_flag('invoice_noemail')
1784 || $self->ut_flag('message_noemail')
1785 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1788 my $company = $self->company;
1789 $company =~ s/^\s+//;
1790 $company =~ s/\s+$//;
1791 $company =~ s/\s+/ /g;
1792 $self->company($company);
1794 #barf. need message catalogs. i18n. etc.
1795 $error .= "Please select an advertising source."
1796 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1797 return $error if $error;
1799 return "Unknown agent"
1800 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1802 return "Unknown refnum"
1803 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1805 return "Unknown referring custnum: ". $self->referral_custnum
1806 unless ! $self->referral_custnum
1807 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1809 if ( $self->ss eq '' ) {
1814 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1815 or return "Illegal social security number: ". $self->ss;
1816 $self->ss("$1-$2-$3");
1819 # cust_main_county verification now handled by cust_location check
1822 $self->ut_phonen('daytime', $self->country)
1823 || $self->ut_phonen('night', $self->country)
1824 || $self->ut_phonen('fax', $self->country)
1825 || $self->ut_phonen('mobile', $self->country)
1827 return $error if $error;
1829 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1831 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1834 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1836 : FS::Msgcat::_gettext('daytime');
1837 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1839 : FS::Msgcat::_gettext('night');
1841 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1843 : FS::Msgcat::_gettext('mobile');
1845 return "$daytime_label, $night_label or $mobile_label is required"
1849 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1850 # or return "Illegal payby: ". $self->payby;
1852 FS::payby->can_payby($self->table, $self->payby)
1853 or return "Illegal payby: ". $self->payby;
1855 $error = $self->ut_numbern('paystart_month')
1856 || $self->ut_numbern('paystart_year')
1857 || $self->ut_numbern('payissue')
1858 || $self->ut_textn('paytype')
1860 return $error if $error;
1862 if ( $self->payip eq '' ) {
1865 $error = $self->ut_ip('payip');
1866 return $error if $error;
1869 # If it is encrypted and the private key is not availaible then we can't
1870 # check the credit card.
1871 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1873 # Need some kind of global flag to accept invalid cards, for testing
1875 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1877 my $payinfo = $self->payinfo;
1878 $payinfo =~ s/\D//g;
1879 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1880 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1882 $self->payinfo($payinfo);
1884 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1886 return gettext('unknown_card_type')
1887 if $self->payinfo !~ /^99\d{14}$/ #token
1888 && cardtype($self->payinfo) eq "Unknown";
1890 unless ( $ignore_banned_card ) {
1891 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1893 if ( $ban->bantype eq 'warn' ) {
1894 #or others depending on value of $ban->reason ?
1895 return '_duplicate_card'.
1896 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1897 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1898 ' (ban# '. $ban->bannum. ')'
1899 unless $self->override_ban_warn;
1901 return 'Banned credit card: banned on '.
1902 time2str('%a %h %o at %r', $ban->_date).
1903 ' by '. $ban->otaker.
1904 ' (ban# '. $ban->bannum. ')';
1909 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1910 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1911 $self->paycvv =~ /^(\d{4})$/
1912 or return "CVV2 (CID) for American Express cards is four digits.";
1915 $self->paycvv =~ /^(\d{3})$/
1916 or return "CVV2 (CVC2/CID) is three digits.";
1923 my $cardtype = cardtype($payinfo);
1924 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1926 return "Start date or issue number is required for $cardtype cards"
1927 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1929 return "Start month must be between 1 and 12"
1930 if $self->paystart_month
1931 and $self->paystart_month < 1 || $self->paystart_month > 12;
1933 return "Start year must be 1990 or later"
1934 if $self->paystart_year
1935 and $self->paystart_year < 1990;
1937 return "Issue number must be beween 1 and 99"
1939 and $self->payissue < 1 || $self->payissue > 99;
1942 $self->paystart_month('');
1943 $self->paystart_year('');
1944 $self->payissue('');
1947 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1949 my $payinfo = $self->payinfo;
1950 $payinfo =~ s/[^\d\@\.]//g;
1951 if ( $conf->config('echeck-country') eq 'CA' ) {
1952 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
1953 or return 'invalid echeck account@branch.bank';
1954 $payinfo = "$1\@$2.$3";
1955 } elsif ( $conf->config('echeck-country') eq 'US' ) {
1956 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1957 $payinfo = "$1\@$2";
1959 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
1960 $payinfo = "$1\@$2";
1962 $self->payinfo($payinfo);
1965 unless ( $ignore_banned_card ) {
1966 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1968 if ( $ban->bantype eq 'warn' ) {
1969 #or others depending on value of $ban->reason ?
1970 return '_duplicate_ach' unless $self->override_ban_warn;
1972 return 'Banned ACH account: banned on '.
1973 time2str('%a %h %o at %r', $ban->_date).
1974 ' by '. $ban->otaker.
1975 ' (ban# '. $ban->bannum. ')';
1980 } elsif ( $self->payby eq 'LECB' ) {
1982 my $payinfo = $self->payinfo;
1983 $payinfo =~ s/\D//g;
1984 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1986 $self->payinfo($payinfo);
1989 } elsif ( $self->payby eq 'BILL' ) {
1991 $error = $self->ut_textn('payinfo');
1992 return "Illegal P.O. number: ". $self->payinfo if $error;
1995 } elsif ( $self->payby eq 'COMP' ) {
1997 my $curuser = $FS::CurrentUser::CurrentUser;
1998 if ( ! $self->custnum
1999 && ! $curuser->access_right('Complimentary customer')
2002 return "You are not permitted to create complimentary accounts."
2005 $error = $self->ut_textn('payinfo');
2006 return "Illegal comp account issuer: ". $self->payinfo if $error;
2009 } elsif ( $self->payby eq 'PREPAY' ) {
2011 my $payinfo = $self->payinfo;
2012 $payinfo =~ s/\W//g; #anything else would just confuse things
2013 $self->payinfo($payinfo);
2014 $error = $self->ut_alpha('payinfo');
2015 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2016 return "Unknown prepayment identifier"
2017 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2022 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2023 return "Expiration date required"
2024 # shouldn't payinfo_check do this?
2025 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2029 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2030 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2031 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2032 ( $m, $y ) = ( $2, "19$1" );
2033 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2034 ( $m, $y ) = ( $3, "20$2" );
2036 return "Illegal expiration date: ". $self->paydate;
2038 $m = sprintf('%02d',$m);
2039 $self->paydate("$y-$m-01");
2040 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2041 return gettext('expired_card')
2043 && !$ignore_expired_card
2044 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2047 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2048 ( ! $conf->exists('require_cardname')
2049 || $self->payby !~ /^(CARD|DCRD)$/ )
2051 $self->payname( $self->first. " ". $self->getfield('last') );
2053 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2054 or return gettext('illegal_name'). " payname: ". $self->payname;
2058 return "Please select an invoicing locale"
2061 && $conf->exists('cust_main-require_locale');
2063 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2064 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2068 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2070 warn "$me check AFTER: \n". $self->_dump
2073 $self->SUPER::check;
2078 Returns a list of fields which have ship_ duplicates.
2083 qw( last first company
2084 address1 address2 city county state zip country
2086 daytime night fax mobile
2090 =item has_ship_address
2092 Returns true if this customer record has a separate shipping address.
2096 sub has_ship_address {
2098 $self->bill_locationnum != $self->ship_locationnum;
2103 Returns a list of key/value pairs, with the following keys: address1,
2104 adddress2, city, county, state, zip, country, district, and geocode. The
2105 shipping address is used if present.
2111 $self->ship_location->location_hash;
2116 Returns all locations (see L<FS::cust_location>) for this customer.
2122 qsearch('cust_location', { 'custnum' => $self->custnum,
2123 'prospectnum' => '' } );
2128 Returns all contacts (see L<FS::contact>) for this customer.
2132 #already used :/ sub contact {
2135 qsearch('contact', { 'custnum' => $self->custnum } );
2140 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2141 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2142 on success or a list of errors.
2148 grep { $_->unsuspend } $self->suspended_pkgs;
2153 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2155 Returns a list: an empty list on success or a list of errors.
2161 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2164 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2166 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2167 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2168 of a list of pkgparts; the hashref has the following keys:
2172 =item pkgparts - listref of pkgparts
2174 =item (other options are passed to the suspend method)
2179 Returns a list: an empty list on success or a list of errors.
2183 sub suspend_if_pkgpart {
2185 my (@pkgparts, %opt);
2186 if (ref($_[0]) eq 'HASH'){
2187 @pkgparts = @{$_[0]{pkgparts}};
2192 grep { $_->suspend(%opt) }
2193 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2194 $self->unsuspended_pkgs;
2197 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2199 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2200 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2201 instead of a list of pkgparts; the hashref has the following keys:
2205 =item pkgparts - listref of pkgparts
2207 =item (other options are passed to the suspend method)
2211 Returns a list: an empty list on success or a list of errors.
2215 sub suspend_unless_pkgpart {
2217 my (@pkgparts, %opt);
2218 if (ref($_[0]) eq 'HASH'){
2219 @pkgparts = @{$_[0]{pkgparts}};
2224 grep { $_->suspend(%opt) }
2225 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2226 $self->unsuspended_pkgs;
2229 =item cancel [ OPTION => VALUE ... ]
2231 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2233 Available options are:
2237 =item quiet - can be set true to supress email cancellation notices.
2239 =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.
2241 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2243 =item nobill - can be set true to skip billing if it might otherwise be done.
2247 Always returns a list: an empty list on success or a list of errors.
2251 # nb that dates are not specified as valid options to this method
2254 my( $self, %opt ) = @_;
2256 warn "$me cancel called on customer ". $self->custnum. " with options ".
2257 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2260 return ( 'access denied' )
2261 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2263 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2265 #should try decryption (we might have the private key)
2266 # and if not maybe queue a job for the server that does?
2267 return ( "Can't (yet) ban encrypted credit cards" )
2268 if $self->is_encrypted($self->payinfo);
2270 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2271 my $error = $ban->insert;
2272 return ( $error ) if $error;
2276 my @pkgs = $self->ncancelled_pkgs;
2278 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2280 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2281 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2285 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2286 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2289 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2292 sub _banned_pay_hashref {
2303 'payby' => $payby2ban{$self->payby},
2304 'payinfo' => $self->payinfo,
2305 #don't ever *search* on reason! #'reason' =>
2309 sub _new_banned_pay_hashref {
2311 my $hr = $self->_banned_pay_hashref;
2312 $hr->{payinfo} = md5_base64($hr->{payinfo});
2318 Returns all notes (see L<FS::cust_main_note>) for this customer.
2323 my($self,$orderby_classnum) = (shift,shift);
2324 my $orderby = "_DATE DESC";
2325 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2326 qsearch( 'cust_main_note',
2327 { 'custnum' => $self->custnum },
2329 "ORDER BY $orderby",
2335 Returns the agent (see L<FS::agent>) for this customer.
2341 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2346 Returns the agent name (see L<FS::agent>) for this customer.
2352 $self->agent->agent;
2357 Returns any tags associated with this customer, as FS::cust_tag objects,
2358 or an empty list if there are no tags.
2364 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2369 Returns any tags associated with this customer, as FS::part_tag objects,
2370 or an empty list if there are no tags.
2376 map $_->part_tag, $self->cust_tag;
2382 Returns the customer class, as an FS::cust_class object, or the empty string
2383 if there is no customer class.
2389 if ( $self->classnum ) {
2390 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2398 Returns the customer category name, or the empty string if there is no customer
2405 my $cust_class = $self->cust_class;
2407 ? $cust_class->categoryname
2413 Returns the customer class name, or the empty string if there is no customer
2420 my $cust_class = $self->cust_class;
2422 ? $cust_class->classname
2426 =item BILLING METHODS
2428 Documentation on billing methods has been moved to
2429 L<FS::cust_main::Billing>.
2431 =item REALTIME BILLING METHODS
2433 Documentation on realtime billing methods has been moved to
2434 L<FS::cust_main::Billing_Realtime>.
2438 Removes the I<paycvv> field from the database directly.
2440 If there is an error, returns the error, otherwise returns false.
2446 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2447 or return dbh->errstr;
2448 $sth->execute($self->custnum)
2449 or return $sth->errstr;
2454 =item batch_card OPTION => VALUE...
2456 Adds a payment for this invoice to the pending credit card batch (see
2457 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2458 runs the payment using a realtime gateway.
2460 Options may include:
2462 B<amount>: the amount to be paid; defaults to the customer's balance minus
2463 any payments in transit.
2465 B<payby>: the payment method; defaults to cust_main.payby
2467 B<realtime>: runs this as a realtime payment instead of adding it to a
2470 B<invnum>: sets cust_pay_batch.invnum.
2472 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2473 the billing address for the payment; defaults to the customer's billing
2476 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2477 date, and name; defaults to those fields in cust_main.
2482 my ($self, %options) = @_;
2485 if (exists($options{amount})) {
2486 $amount = $options{amount};
2488 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2490 return '' unless $amount > 0;
2492 my $invnum = delete $options{invnum};
2493 my $payby = $options{payby} || $self->payby; #still dubious
2495 if ($options{'realtime'}) {
2496 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2502 my $oldAutoCommit = $FS::UID::AutoCommit;
2503 local $FS::UID::AutoCommit = 0;
2506 #this needs to handle mysql as well as Pg, like svc_acct.pm
2507 #(make it into a common function if folks need to do batching with mysql)
2508 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2509 or return "Cannot lock pay_batch: " . $dbh->errstr;
2513 'payby' => FS::payby->payby2payment($payby),
2515 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2517 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2519 unless ( $pay_batch ) {
2520 $pay_batch = new FS::pay_batch \%pay_batch;
2521 my $error = $pay_batch->insert;
2523 $dbh->rollback if $oldAutoCommit;
2524 die "error creating new batch: $error\n";
2528 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2529 'batchnum' => $pay_batch->batchnum,
2530 'custnum' => $self->custnum,
2533 foreach (qw( address1 address2 city state zip country latitude longitude
2534 payby payinfo paydate payname ))
2536 $options{$_} = '' unless exists($options{$_});
2539 my $loc = $self->bill_location;
2541 my $cust_pay_batch = new FS::cust_pay_batch ( {
2542 'batchnum' => $pay_batch->batchnum,
2543 'invnum' => $invnum || 0, # is there a better value?
2544 # this field should be
2546 # cust_bill_pay_batch now
2547 'custnum' => $self->custnum,
2548 'last' => $self->getfield('last'),
2549 'first' => $self->getfield('first'),
2550 'address1' => $options{address1} || $loc->address1,
2551 'address2' => $options{address2} || $loc->address2,
2552 'city' => $options{city} || $loc->city,
2553 'state' => $options{state} || $loc->state,
2554 'zip' => $options{zip} || $loc->zip,
2555 'country' => $options{country} || $loc->country,
2556 'payby' => $options{payby} || $self->payby,
2557 'payinfo' => $options{payinfo} || $self->payinfo,
2558 'exp' => $options{paydate} || $self->paydate,
2559 'payname' => $options{payname} || $self->payname,
2560 'amount' => $amount, # consolidating
2563 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2564 if $old_cust_pay_batch;
2567 if ($old_cust_pay_batch) {
2568 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2570 $error = $cust_pay_batch->insert;
2574 $dbh->rollback if $oldAutoCommit;
2578 my $unapplied = $self->total_unapplied_credits
2579 + $self->total_unapplied_payments
2580 + $self->in_transit_payments;
2581 foreach my $cust_bill ($self->open_cust_bill) {
2582 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2583 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2584 'invnum' => $cust_bill->invnum,
2585 'paybatchnum' => $cust_pay_batch->paybatchnum,
2586 'amount' => $cust_bill->owed,
2589 if ($unapplied >= $cust_bill_pay_batch->amount){
2590 $unapplied -= $cust_bill_pay_batch->amount;
2593 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2594 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2596 $error = $cust_bill_pay_batch->insert;
2598 $dbh->rollback if $oldAutoCommit;
2603 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2609 Returns the total owed for this customer on all invoices
2610 (see L<FS::cust_bill/owed>).
2616 $self->total_owed_date(2145859200); #12/31/2037
2619 =item total_owed_date TIME
2621 Returns the total owed for this customer on all invoices with date earlier than
2622 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2623 see L<Time::Local> and L<Date::Parse> for conversion functions.
2627 sub total_owed_date {
2631 my $custnum = $self->custnum;
2633 my $owed_sql = FS::cust_bill->owed_sql;
2636 SELECT SUM($owed_sql) FROM cust_bill
2637 WHERE custnum = $custnum
2641 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2645 =item total_owed_pkgnum PKGNUM
2647 Returns the total owed on all invoices for this customer's specific package
2648 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2652 sub total_owed_pkgnum {
2653 my( $self, $pkgnum ) = @_;
2654 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2657 =item total_owed_date_pkgnum TIME PKGNUM
2659 Returns the total owed for this customer's specific package when using
2660 experimental package balances on all invoices with date earlier than
2661 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2662 see L<Time::Local> and L<Date::Parse> for conversion functions.
2666 sub total_owed_date_pkgnum {
2667 my( $self, $time, $pkgnum ) = @_;
2670 foreach my $cust_bill (
2671 grep { $_->_date <= $time }
2672 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2674 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2676 sprintf( "%.2f", $total_bill );
2682 Returns the total amount of all payments.
2689 $total += $_->paid foreach $self->cust_pay;
2690 sprintf( "%.2f", $total );
2693 =item total_unapplied_credits
2695 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2696 customer. See L<FS::cust_credit/credited>.
2698 =item total_credited
2700 Old name for total_unapplied_credits. Don't use.
2704 sub total_credited {
2705 #carp "total_credited deprecated, use total_unapplied_credits";
2706 shift->total_unapplied_credits(@_);
2709 sub total_unapplied_credits {
2712 my $custnum = $self->custnum;
2714 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2717 SELECT SUM($unapplied_sql) FROM cust_credit
2718 WHERE custnum = $custnum
2721 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2725 =item total_unapplied_credits_pkgnum PKGNUM
2727 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2728 customer. See L<FS::cust_credit/credited>.
2732 sub total_unapplied_credits_pkgnum {
2733 my( $self, $pkgnum ) = @_;
2734 my $total_credit = 0;
2735 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2736 sprintf( "%.2f", $total_credit );
2740 =item total_unapplied_payments
2742 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2743 See L<FS::cust_pay/unapplied>.
2747 sub total_unapplied_payments {
2750 my $custnum = $self->custnum;
2752 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2755 SELECT SUM($unapplied_sql) FROM cust_pay
2756 WHERE custnum = $custnum
2759 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2763 =item total_unapplied_payments_pkgnum PKGNUM
2765 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2766 specific package when using experimental package balances. See
2767 L<FS::cust_pay/unapplied>.
2771 sub total_unapplied_payments_pkgnum {
2772 my( $self, $pkgnum ) = @_;
2773 my $total_unapplied = 0;
2774 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2775 sprintf( "%.2f", $total_unapplied );
2779 =item total_unapplied_refunds
2781 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2782 customer. See L<FS::cust_refund/unapplied>.
2786 sub total_unapplied_refunds {
2788 my $custnum = $self->custnum;
2790 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2793 SELECT SUM($unapplied_sql) FROM cust_refund
2794 WHERE custnum = $custnum
2797 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2803 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2804 total_unapplied_credits minus total_unapplied_payments).
2810 $self->balance_date_range;
2813 =item balance_date TIME
2815 Returns the balance for this customer, only considering invoices with date
2816 earlier than TIME (total_owed_date minus total_credited minus
2817 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2818 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2825 $self->balance_date_range(shift);
2828 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2830 Returns the balance for this customer, optionally considering invoices with
2831 date earlier than START_TIME, and not later than END_TIME
2832 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2834 Times are specified as SQL fragments or numeric
2835 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2836 L<Date::Parse> for conversion functions. The empty string can be passed
2837 to disable that time constraint completely.
2839 Available options are:
2843 =item unapplied_date
2845 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)
2851 sub balance_date_range {
2853 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2854 ') FROM cust_main WHERE custnum='. $self->custnum;
2855 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2858 =item balance_pkgnum PKGNUM
2860 Returns the balance for this customer's specific package when using
2861 experimental package balances (total_owed plus total_unrefunded, minus
2862 total_unapplied_credits minus total_unapplied_payments)
2866 sub balance_pkgnum {
2867 my( $self, $pkgnum ) = @_;
2870 $self->total_owed_pkgnum($pkgnum)
2871 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2872 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2873 - $self->total_unapplied_credits_pkgnum($pkgnum)
2874 - $self->total_unapplied_payments_pkgnum($pkgnum)
2878 =item in_transit_payments
2880 Returns the total of requests for payments for this customer pending in
2881 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2885 sub in_transit_payments {
2887 my $in_transit_payments = 0;
2888 foreach my $pay_batch ( qsearch('pay_batch', {
2891 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2892 'batchnum' => $pay_batch->batchnum,
2893 'custnum' => $self->custnum,
2895 $in_transit_payments += $cust_pay_batch->amount;
2898 sprintf( "%.2f", $in_transit_payments );
2903 Returns a hash of useful information for making a payment.
2913 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2914 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2915 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2919 For credit card transactions:
2931 For electronic check transactions:
2946 $return{balance} = $self->balance;
2948 $return{payname} = $self->payname
2949 || ( $self->first. ' '. $self->get('last') );
2951 $return{$_} = $self->bill_location->$_
2952 for qw(address1 address2 city state zip);
2954 $return{payby} = $self->payby;
2955 $return{stateid_state} = $self->stateid_state;
2957 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
2958 $return{card_type} = cardtype($self->payinfo);
2959 $return{payinfo} = $self->paymask;
2961 @return{'month', 'year'} = $self->paydate_monthyear;
2965 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2966 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
2967 $return{payinfo1} = $payinfo1;
2968 $return{payinfo2} = $payinfo2;
2969 $return{paytype} = $self->paytype;
2970 $return{paystate} = $self->paystate;
2974 #doubleclick protection
2976 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
2982 =item paydate_monthyear
2984 Returns a two-element list consisting of the month and year of this customer's
2985 paydate (credit card expiration date for CARD customers)
2989 sub paydate_monthyear {
2991 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
2993 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3002 Returns the exact time in seconds corresponding to the payment method
3003 expiration date. For CARD/DCRD customers this is the end of the month;
3004 for others (COMP is the only other payby that uses paydate) it's the start.
3005 Returns 0 if the paydate is empty or set to the far future.
3011 my ($month, $year) = $self->paydate_monthyear;
3012 return 0 if !$year or $year >= 2037;
3013 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3015 if ( $month == 13 ) {
3019 return timelocal(0,0,0,1,$month-1,$year) - 1;
3022 return timelocal(0,0,0,1,$month-1,$year);
3026 =item paydate_epoch_sql
3028 Class method. Returns an SQL expression to obtain the payment expiration date
3029 as a number of seconds.
3033 # Special expiration date behavior for non-CARD/DCRD customers has been
3034 # carefully preserved. Do we really use that?
3035 sub paydate_epoch_sql {
3037 my $table = shift || 'cust_main';
3038 my ($case1, $case2);
3039 if ( driver_name eq 'Pg' ) {
3040 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3041 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3043 elsif ( lc(driver_name) eq 'mysql' ) {
3044 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3045 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3048 return "CASE WHEN $table.payby IN('CARD','DCRD')
3054 =item tax_exemption TAXNAME
3059 my( $self, $taxname ) = @_;
3061 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3062 'taxname' => $taxname,
3067 =item cust_main_exemption
3071 sub cust_main_exemption {
3073 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3076 =item invoicing_list [ ARRAYREF ]
3078 If an arguement is given, sets these email addresses as invoice recipients
3079 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3080 (except as warnings), so use check_invoicing_list first.
3082 Returns a list of email addresses (with svcnum entries expanded).
3084 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3085 check it without disturbing anything by passing nothing.
3087 This interface may change in the future.
3091 sub invoicing_list {
3092 my( $self, $arrayref ) = @_;
3095 my @cust_main_invoice;
3096 if ( $self->custnum ) {
3097 @cust_main_invoice =
3098 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3100 @cust_main_invoice = ();
3102 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3103 #warn $cust_main_invoice->destnum;
3104 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3105 #warn $cust_main_invoice->destnum;
3106 my $error = $cust_main_invoice->delete;
3107 warn $error if $error;
3110 if ( $self->custnum ) {
3111 @cust_main_invoice =
3112 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3114 @cust_main_invoice = ();
3116 my %seen = map { $_->address => 1 } @cust_main_invoice;
3117 foreach my $address ( @{$arrayref} ) {
3118 next if exists $seen{$address} && $seen{$address};
3119 $seen{$address} = 1;
3120 my $cust_main_invoice = new FS::cust_main_invoice ( {
3121 'custnum' => $self->custnum,
3124 my $error = $cust_main_invoice->insert;
3125 warn $error if $error;
3129 if ( $self->custnum ) {
3131 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3138 =item check_invoicing_list ARRAYREF
3140 Checks these arguements as valid input for the invoicing_list method. If there
3141 is an error, returns the error, otherwise returns false.
3145 sub check_invoicing_list {
3146 my( $self, $arrayref ) = @_;
3148 foreach my $address ( @$arrayref ) {
3150 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3151 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3154 my $cust_main_invoice = new FS::cust_main_invoice ( {
3155 'custnum' => $self->custnum,
3158 my $error = $self->custnum
3159 ? $cust_main_invoice->check
3160 : $cust_main_invoice->checkdest
3162 return $error if $error;
3166 return "Email address required"
3167 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3168 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3173 =item set_default_invoicing_list
3175 Sets the invoicing list to all accounts associated with this customer,
3176 overwriting any previous invoicing list.
3180 sub set_default_invoicing_list {
3182 $self->invoicing_list($self->all_emails);
3187 Returns the email addresses of all accounts provisioned for this customer.
3194 foreach my $cust_pkg ( $self->all_pkgs ) {
3195 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3197 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3198 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3200 $list{$_}=1 foreach map { $_->email } @svc_acct;
3205 =item invoicing_list_addpost
3207 Adds postal invoicing to this customer. If this customer is already configured
3208 to receive postal invoices, does nothing.
3212 sub invoicing_list_addpost {
3214 return if grep { $_ eq 'POST' } $self->invoicing_list;
3215 my @invoicing_list = $self->invoicing_list;
3216 push @invoicing_list, 'POST';
3217 $self->invoicing_list(\@invoicing_list);
3220 =item invoicing_list_emailonly
3222 Returns the list of email invoice recipients (invoicing_list without non-email
3223 destinations such as POST and FAX).
3227 sub invoicing_list_emailonly {
3229 warn "$me invoicing_list_emailonly called"
3231 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3234 =item invoicing_list_emailonly_scalar
3236 Returns the list of email invoice recipients (invoicing_list without non-email
3237 destinations such as POST and FAX) as a comma-separated scalar.
3241 sub invoicing_list_emailonly_scalar {
3243 warn "$me invoicing_list_emailonly_scalar called"
3245 join(', ', $self->invoicing_list_emailonly);
3248 =item referral_custnum_cust_main
3250 Returns the customer who referred this customer (or the empty string, if
3251 this customer was not referred).
3253 Note the difference with referral_cust_main method: This method,
3254 referral_custnum_cust_main returns the single customer (if any) who referred
3255 this customer, while referral_cust_main returns an array of customers referred
3260 sub referral_custnum_cust_main {
3262 return '' unless $self->referral_custnum;
3263 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3266 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3268 Returns an array of customers referred by this customer (referral_custnum set
3269 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3270 customers referred by customers referred by this customer and so on, inclusive.
3271 The default behavior is DEPTH 1 (no recursion).
3273 Note the difference with referral_custnum_cust_main method: This method,
3274 referral_cust_main, returns an array of customers referred BY this customer,
3275 while referral_custnum_cust_main returns the single customer (if any) who
3276 referred this customer.
3280 sub referral_cust_main {
3282 my $depth = @_ ? shift : 1;
3283 my $exclude = @_ ? shift : {};
3286 map { $exclude->{$_->custnum}++; $_; }
3287 grep { ! $exclude->{ $_->custnum } }
3288 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3292 map { $_->referral_cust_main($depth-1, $exclude) }
3299 =item referral_cust_main_ncancelled
3301 Same as referral_cust_main, except only returns customers with uncancelled
3306 sub referral_cust_main_ncancelled {
3308 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3311 =item referral_cust_pkg [ DEPTH ]
3313 Like referral_cust_main, except returns a flat list of all unsuspended (and
3314 uncancelled) packages for each customer. The number of items in this list may
3315 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3319 sub referral_cust_pkg {
3321 my $depth = @_ ? shift : 1;
3323 map { $_->unsuspended_pkgs }
3324 grep { $_->unsuspended_pkgs }
3325 $self->referral_cust_main($depth);
3328 =item referring_cust_main
3330 Returns the single cust_main record for the customer who referred this customer
3331 (referral_custnum), or false.
3335 sub referring_cust_main {
3337 return '' unless $self->referral_custnum;
3338 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3341 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3343 Applies a credit to this customer. If there is an error, returns the error,
3344 otherwise returns false.
3346 REASON can be a text string, an FS::reason object, or a scalar reference to
3347 a reasonnum. If a text string, it will be automatically inserted as a new
3348 reason, and a 'reason_type' option must be passed to indicate the
3349 FS::reason_type for the new reason.
3351 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3353 Any other options are passed to FS::cust_credit::insert.
3358 my( $self, $amount, $reason, %options ) = @_;
3360 my $cust_credit = new FS::cust_credit {
3361 'custnum' => $self->custnum,
3362 'amount' => $amount,
3365 if ( ref($reason) ) {
3367 if ( ref($reason) eq 'SCALAR' ) {
3368 $cust_credit->reasonnum( $$reason );
3370 $cust_credit->reasonnum( $reason->reasonnum );
3374 $cust_credit->set('reason', $reason)
3377 for (qw( addlinfo eventnum )) {
3378 $cust_credit->$_( delete $options{$_} )
3379 if exists($options{$_});
3382 $cust_credit->insert(%options);
3386 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3388 Creates a one-time charge for this customer. If there is an error, returns
3389 the error, otherwise returns false.
3391 New-style, with a hashref of options:
3393 my $error = $cust_main->charge(
3397 'start_date' => str2time('7/4/2009'),
3398 'pkg' => 'Description',
3399 'comment' => 'Comment',
3400 'additional' => [], #extra invoice detail
3401 'classnum' => 1, #pkg_class
3403 'setuptax' => '', # or 'Y' for tax exempt
3405 'locationnum'=> 1234, # optional
3408 'taxclass' => 'Tax class',
3411 'taxproduct' => 2, #part_pkg_taxproduct
3412 'override' => {}, #XXX describe
3414 #will be filled in with the new object
3415 'cust_pkg_ref' => \$cust_pkg,
3417 #generate an invoice immediately
3419 'invoice_terms' => '', #with these terms
3425 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3431 my ( $amount, $quantity, $start_date, $classnum );
3432 my ( $pkg, $comment, $additional );
3433 my ( $setuptax, $taxclass ); #internal taxes
3434 my ( $taxproduct, $override ); #vendor (CCH) taxes
3436 my $cust_pkg_ref = '';
3437 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3439 if ( ref( $_[0] ) ) {
3440 $amount = $_[0]->{amount};
3441 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3442 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3443 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3444 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3445 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3446 : '$'. sprintf("%.2f",$amount);
3447 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3448 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3449 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3450 $additional = $_[0]->{additional} || [];
3451 $taxproduct = $_[0]->{taxproductnum};
3452 $override = { '' => $_[0]->{tax_override} };
3453 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3454 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3455 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3456 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3461 $pkg = @_ ? shift : 'One-time charge';
3462 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3464 $taxclass = @_ ? shift : '';
3468 local $SIG{HUP} = 'IGNORE';
3469 local $SIG{INT} = 'IGNORE';
3470 local $SIG{QUIT} = 'IGNORE';
3471 local $SIG{TERM} = 'IGNORE';
3472 local $SIG{TSTP} = 'IGNORE';
3473 local $SIG{PIPE} = 'IGNORE';
3475 my $oldAutoCommit = $FS::UID::AutoCommit;
3476 local $FS::UID::AutoCommit = 0;
3479 my $part_pkg = new FS::part_pkg ( {
3481 'comment' => $comment,
3485 'classnum' => ( $classnum ? $classnum : '' ),
3486 'setuptax' => $setuptax,
3487 'taxclass' => $taxclass,
3488 'taxproductnum' => $taxproduct,
3491 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3492 ( 0 .. @$additional - 1 )
3494 'additional_count' => scalar(@$additional),
3495 'setup_fee' => $amount,
3498 my $error = $part_pkg->insert( options => \%options,
3499 tax_overrides => $override,
3502 $dbh->rollback if $oldAutoCommit;
3506 my $pkgpart = $part_pkg->pkgpart;
3507 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3508 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3509 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3510 $error = $type_pkgs->insert;
3512 $dbh->rollback if $oldAutoCommit;
3517 my $cust_pkg = new FS::cust_pkg ( {
3518 'custnum' => $self->custnum,
3519 'pkgpart' => $pkgpart,
3520 'quantity' => $quantity,
3521 'start_date' => $start_date,
3522 'no_auto' => $no_auto,
3523 'locationnum'=> $locationnum,
3526 $error = $cust_pkg->insert;
3528 $dbh->rollback if $oldAutoCommit;
3530 } elsif ( $cust_pkg_ref ) {
3531 ${$cust_pkg_ref} = $cust_pkg;
3535 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3536 'pkg_list' => [ $cust_pkg ],
3539 $dbh->rollback if $oldAutoCommit;
3544 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3549 #=item charge_postal_fee
3551 #Applies a one time charge this customer. If there is an error,
3552 #returns the error, returns the cust_pkg charge object or false
3553 #if there was no charge.
3557 # This should be a customer event. For that to work requires that bill
3558 # also be a customer event.
3560 sub charge_postal_fee {
3563 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3564 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3566 my $cust_pkg = new FS::cust_pkg ( {
3567 'custnum' => $self->custnum,
3568 'pkgpart' => $pkgpart,
3572 my $error = $cust_pkg->insert;
3573 $error ? $error : $cust_pkg;
3576 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3578 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3580 Optionally, a list or hashref of additional arguments to the qsearch call can
3587 my $opt = ref($_[0]) ? shift : { @_ };
3589 #return $self->num_cust_bill unless wantarray || keys %$opt;
3591 $opt->{'table'} = 'cust_bill';
3592 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3593 $opt->{'hashref'}{'custnum'} = $self->custnum;
3594 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3596 map { $_ } #behavior of sort undefined in scalar context
3597 sort { $a->_date <=> $b->_date }
3601 =item open_cust_bill
3603 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3608 sub open_cust_bill {
3612 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3618 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3620 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3624 sub legacy_cust_bill {
3627 #return $self->num_legacy_cust_bill unless wantarray;
3629 map { $_ } #behavior of sort undefined in scalar context
3630 sort { $a->_date <=> $b->_date }
3631 qsearch({ 'table' => 'legacy_cust_bill',
3632 'hashref' => { 'custnum' => $self->custnum, },
3633 'order_by' => 'ORDER BY _date ASC',
3637 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3639 Returns all the statements (see L<FS::cust_statement>) for this customer.
3641 Optionally, a list or hashref of additional arguments to the qsearch call can
3646 =item cust_bill_void
3648 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3652 sub cust_bill_void {
3655 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3656 sort { $a->_date <=> $b->_date }
3657 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3660 sub cust_statement {
3662 my $opt = ref($_[0]) ? shift : { @_ };
3664 #return $self->num_cust_statement unless wantarray || keys %$opt;
3666 $opt->{'table'} = 'cust_statement';
3667 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3668 $opt->{'hashref'}{'custnum'} = $self->custnum;
3669 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3671 map { $_ } #behavior of sort undefined in scalar context
3672 sort { $a->_date <=> $b->_date }
3676 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3678 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3680 Optionally, a list or hashref of additional arguments to the qsearch call can
3681 be passed following the SVCDB.
3688 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3689 warn "$me svc_x requires a svcdb";
3692 my $opt = ref($_[0]) ? shift : { @_ };
3694 $opt->{'table'} = $svcdb;
3695 $opt->{'addl_from'} =
3696 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3697 ($opt->{'addl_from'} || '');
3699 my $custnum = $self->custnum;
3700 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3701 my $where = "cust_pkg.custnum = $custnum";
3703 my $extra_sql = $opt->{'extra_sql'} || '';
3704 if ( keys %{ $opt->{'hashref'} } ) {
3705 $extra_sql = " AND $where $extra_sql";
3708 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3709 $extra_sql = "WHERE $where AND $1";
3712 $extra_sql = "WHERE $where $extra_sql";
3715 $opt->{'extra_sql'} = $extra_sql;
3720 # required for use as an eventtable;
3723 $self->svc_x('svc_acct', @_);
3728 Returns all the credits (see L<FS::cust_credit>) for this customer.
3734 map { $_ } #return $self->num_cust_credit unless wantarray;
3735 sort { $a->_date <=> $b->_date }
3736 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3739 =item cust_credit_pkgnum
3741 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3742 package when using experimental package balances.
3746 sub cust_credit_pkgnum {
3747 my( $self, $pkgnum ) = @_;
3748 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3749 sort { $a->_date <=> $b->_date }
3750 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3751 'pkgnum' => $pkgnum,
3758 Returns all the payments (see L<FS::cust_pay>) for this customer.
3764 return $self->num_cust_pay unless wantarray;
3765 sort { $a->_date <=> $b->_date }
3766 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3771 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3772 called automatically when the cust_pay method is used in a scalar context.
3778 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3779 my $sth = dbh->prepare($sql) or die dbh->errstr;
3780 $sth->execute($self->custnum) or die $sth->errstr;
3781 $sth->fetchrow_arrayref->[0];
3784 =item cust_pay_pkgnum
3786 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3787 package when using experimental package balances.
3791 sub cust_pay_pkgnum {
3792 my( $self, $pkgnum ) = @_;
3793 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3794 sort { $a->_date <=> $b->_date }
3795 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3796 'pkgnum' => $pkgnum,
3803 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3809 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3810 sort { $a->_date <=> $b->_date }
3811 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3814 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3816 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3818 Optionally, a list or hashref of additional arguments to the qsearch call can
3823 sub cust_pay_batch {
3825 my $opt = ref($_[0]) ? shift : { @_ };
3827 #return $self->num_cust_statement unless wantarray || keys %$opt;
3829 $opt->{'table'} = 'cust_pay_batch';
3830 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3831 $opt->{'hashref'}{'custnum'} = $self->custnum;
3832 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3834 map { $_ } #behavior of sort undefined in scalar context
3835 sort { $a->paybatchnum <=> $b->paybatchnum }
3839 =item cust_pay_pending
3841 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3842 (without status "done").
3846 sub cust_pay_pending {
3848 return $self->num_cust_pay_pending unless wantarray;
3849 sort { $a->_date <=> $b->_date }
3850 qsearch( 'cust_pay_pending', {
3851 'custnum' => $self->custnum,
3852 'status' => { op=>'!=', value=>'done' },
3857 =item cust_pay_pending_attempt
3859 Returns all payment attempts / declined payments for this customer, as pending
3860 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3861 a corresponding payment (see L<FS::cust_pay>).
3865 sub cust_pay_pending_attempt {
3867 return $self->num_cust_pay_pending_attempt unless wantarray;
3868 sort { $a->_date <=> $b->_date }
3869 qsearch( 'cust_pay_pending', {
3870 'custnum' => $self->custnum,
3877 =item num_cust_pay_pending
3879 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3880 customer (without status "done"). Also called automatically when the
3881 cust_pay_pending method is used in a scalar context.
3885 sub num_cust_pay_pending {
3888 " SELECT COUNT(*) FROM cust_pay_pending ".
3889 " WHERE custnum = ? AND status != 'done' ",
3894 =item num_cust_pay_pending_attempt
3896 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3897 customer, with status "done" but without a corresp. Also called automatically when the
3898 cust_pay_pending method is used in a scalar context.
3902 sub num_cust_pay_pending_attempt {
3905 " SELECT COUNT(*) FROM cust_pay_pending ".
3906 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3913 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3919 map { $_ } #return $self->num_cust_refund unless wantarray;
3920 sort { $a->_date <=> $b->_date }
3921 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3924 =item display_custnum
3926 Returns the displayed customer number for this customer: agent_custid if
3927 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3931 sub display_custnum {
3934 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3935 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3936 if ( $special eq 'CoStAg' ) {
3937 $prefix = uc( join('',
3939 ($self->state =~ /^(..)/),
3940 $prefix || ($self->agent->agent =~ /^(..)/)
3943 elsif ( $special eq 'CoStCl' ) {
3944 $prefix = uc( join('',
3946 ($self->state =~ /^(..)/),
3947 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
3950 # add any others here if needed
3953 my $length = $conf->config('cust_main-custnum-display_length');
3954 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
3955 return $self->agent_custid;
3956 } elsif ( $prefix ) {
3957 $length = 8 if !defined($length);
3959 sprintf('%0'.$length.'d', $self->custnum)
3960 } elsif ( $length ) {
3961 return sprintf('%0'.$length.'d', $self->custnum);
3963 return $self->custnum;
3969 Returns a name string for this customer, either "Company (Last, First)" or
3976 my $name = $self->contact;
3977 $name = $self->company. " ($name)" if $self->company;
3981 =item service_contact
3983 Returns the L<FS::contact> object for this customer that has the 'Service'
3984 contact class, or undef if there is no such contact. Deprecated; don't use
3989 sub service_contact {
3991 if ( !exists($self->{service_contact}) ) {
3992 my $classnum = $self->scalar_sql(
3993 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
3994 ) || 0; #if it's zero, qsearchs will return nothing
3995 $self->{service_contact} = qsearchs('contact', {
3996 'classnum' => $classnum, 'custnum' => $self->custnum
3999 $self->{service_contact};
4004 Returns a name string for this (service/shipping) contact, either
4005 "Company (Last, First)" or "Last, First".
4012 my $name = $self->ship_contact;
4013 $name = $self->company. " ($name)" if $self->company;
4019 Returns a name string for this customer, either "Company" or "First Last".
4025 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4028 =item ship_name_short
4030 Returns a name string for this (service/shipping) contact, either "Company"
4035 sub ship_name_short {
4037 $self->service_contact
4038 ? $self->ship_contact_firstlast
4044 Returns this customer's full (billing) contact name only, "Last, First"
4050 $self->get('last'). ', '. $self->first;
4055 Returns this customer's full (shipping) contact name only, "Last, First"
4061 my $contact = $self->service_contact || $self;
4062 $contact->get('last') . ', ' . $contact->get('first');
4065 =item contact_firstlast
4067 Returns this customers full (billing) contact name only, "First Last".
4071 sub contact_firstlast {
4073 $self->first. ' '. $self->get('last');
4076 =item ship_contact_firstlast
4078 Returns this customer's full (shipping) contact name only, "First Last".
4082 sub ship_contact_firstlast {
4084 my $contact = $self->service_contact || $self;
4085 $contact->get('first') . ' '. $contact->get('last');
4088 #XXX this doesn't work in 3.x+
4091 #Returns this customer's full country name
4097 # code2country($self->country);
4100 =item county_state_county [ PREFIX ]
4102 Returns a string consisting of just the county, state and country.
4106 sub county_state_country {
4109 if ( @_ && $_[0] && $self->has_ship_address ) {
4110 $locationnum = $self->ship_locationnum;
4112 $locationnum = $self->bill_locationnum;
4114 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4115 $cust_location->county_state_country;
4118 =item geocode DATA_VENDOR
4120 Returns a value for the customer location as encoded by DATA_VENDOR.
4121 Currently this only makes sense for "CCH" as DATA_VENDOR.
4129 Returns a status string for this customer, currently:
4133 =item prospect - No packages have ever been ordered
4135 =item ordered - Recurring packages all are new (not yet billed).
4137 =item active - One or more recurring packages is active
4139 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4141 =item suspended - All non-cancelled recurring packages are suspended
4143 =item cancelled - All recurring packages are cancelled
4147 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4148 cust_main-status_module configuration option.
4152 sub status { shift->cust_status(@_); }
4156 for my $status ( FS::cust_main->statuses() ) {
4157 my $method = $status.'_sql';
4158 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4159 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4160 $sth->execute( ($self->custnum) x $numnum )
4161 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4162 return $status if $sth->fetchrow_arrayref->[0];
4166 =item ucfirst_cust_status
4168 =item ucfirst_status
4170 Returns the status with the first character capitalized.
4174 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4176 sub ucfirst_cust_status {
4178 ucfirst($self->cust_status);
4183 Returns a hex triplet color string for this customer's status.
4187 sub statuscolor { shift->cust_statuscolor(@_); }
4189 sub cust_statuscolor {
4191 __PACKAGE__->statuscolors->{$self->cust_status};
4196 Returns an array of hashes representing the customer's RT tickets.
4203 my $num = $conf->config('cust_main-max_tickets') || 10;
4206 if ( $conf->config('ticket_system') ) {
4207 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4209 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4213 foreach my $priority (
4214 $conf->config('ticket_system-custom_priority_field-values'), ''
4216 last if scalar(@tickets) >= $num;
4218 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4219 $num - scalar(@tickets),
4229 # Return services representing svc_accts in customer support packages
4230 sub support_services {
4232 my %packages = map { $_ => 1 } $conf->config('support_packages');
4234 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4235 grep { $_->part_svc->svcdb eq 'svc_acct' }
4236 map { $_->cust_svc }
4237 grep { exists $packages{ $_->pkgpart } }
4238 $self->ncancelled_pkgs;
4242 # Return a list of latitude/longitude for one of the services (if any)
4243 sub service_coordinates {
4247 grep { $_->latitude && $_->longitude }
4249 map { $_->cust_svc }
4250 $self->ncancelled_pkgs;
4252 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4257 Returns a masked version of the named field
4262 my ($self,$field) = @_;
4266 'x'x(length($self->getfield($field))-4).
4267 substr($self->getfield($field), (length($self->getfield($field))-4));
4273 =head1 CLASS METHODS
4279 Class method that returns the list of possible status strings for customers
4280 (see L<the status method|/status>). For example:
4282 @statuses = FS::cust_main->statuses();
4288 keys %{ $self->statuscolors };
4291 =item cust_status_sql
4293 Returns an SQL fragment to determine the status of a cust_main record, as a
4298 sub cust_status_sql {
4300 for my $status ( FS::cust_main->statuses() ) {
4301 my $method = $status.'_sql';
4302 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4311 Returns an SQL expression identifying prospective cust_main records (customers
4312 with no packages ever ordered)
4316 use vars qw($select_count_pkgs);
4317 $select_count_pkgs =
4318 "SELECT COUNT(*) FROM cust_pkg
4319 WHERE cust_pkg.custnum = cust_main.custnum";
4321 sub select_count_pkgs_sql {
4326 " 0 = ( $select_count_pkgs ) ";
4331 Returns an SQL expression identifying ordered cust_main records (customers with
4332 no active packages, but recurring packages not yet setup or one time charges
4338 FS::cust_main->none_active_sql.
4339 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4344 Returns an SQL expression identifying active cust_main records (customers with
4345 active recurring packages).
4350 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4353 =item none_active_sql
4355 Returns an SQL expression identifying cust_main records with no active
4356 recurring packages. This includes customers of status prospect, ordered,
4357 inactive, and suspended.
4361 sub none_active_sql {
4362 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4367 Returns an SQL expression identifying inactive cust_main records (customers with
4368 no active recurring packages, but otherwise unsuspended/uncancelled).
4373 FS::cust_main->none_active_sql.
4374 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4380 Returns an SQL expression identifying suspended cust_main records.
4385 sub suspended_sql { susp_sql(@_); }
4387 FS::cust_main->none_active_sql.
4388 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4394 Returns an SQL expression identifying cancelled cust_main records.
4398 sub cancel_sql { shift->cancelled_sql(@_); }
4401 =item uncancelled_sql
4403 Returns an SQL expression identifying un-cancelled cust_main records.
4407 sub uncancelled_sql { uncancel_sql(@_); }
4408 sub uncancel_sql { "
4409 ( 0 < ( $select_count_pkgs
4410 AND ( cust_pkg.cancel IS NULL
4411 OR cust_pkg.cancel = 0
4414 OR 0 = ( $select_count_pkgs )
4420 Returns an SQL fragment to retreive the balance.
4425 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4426 WHERE cust_bill.custnum = cust_main.custnum )
4427 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4428 WHERE cust_pay.custnum = cust_main.custnum )
4429 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4430 WHERE cust_credit.custnum = cust_main.custnum )
4431 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4432 WHERE cust_refund.custnum = cust_main.custnum )
4435 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4437 Returns an SQL fragment to retreive the balance for this customer, optionally
4438 considering invoices with date earlier than START_TIME, and not
4439 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4440 total_unapplied_payments).
4442 Times are specified as SQL fragments or numeric
4443 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4444 L<Date::Parse> for conversion functions. The empty string can be passed
4445 to disable that time constraint completely.
4447 Available options are:
4451 =item unapplied_date
4453 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)
4458 set to true to remove all customer comparison clauses, for totals
4463 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4468 JOIN clause (typically used with the total option)
4472 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4473 time will be ignored. Note that START_TIME and END_TIME only limit the date
4474 range for invoices and I<unapplied> payments, credits, and refunds.
4480 sub balance_date_sql {
4481 my( $class, $start, $end, %opt ) = @_;
4483 my $cutoff = $opt{'cutoff'};
4485 my $owed = FS::cust_bill->owed_sql($cutoff);
4486 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4487 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4488 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4490 my $j = $opt{'join'} || '';
4492 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4493 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4494 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4495 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4497 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4498 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4499 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4500 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4505 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4507 Returns an SQL fragment to retreive the total unapplied payments for this
4508 customer, only considering payments with date earlier than START_TIME, and
4509 optionally not later than END_TIME.
4511 Times are specified as SQL fragments or numeric
4512 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4513 L<Date::Parse> for conversion functions. The empty string can be passed
4514 to disable that time constraint completely.
4516 Available options are:
4520 sub unapplied_payments_date_sql {
4521 my( $class, $start, $end, %opt ) = @_;
4523 my $cutoff = $opt{'cutoff'};
4525 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4527 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4528 'unapplied_date'=>1 );
4530 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4533 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4535 Helper method for balance_date_sql; name (and usage) subject to change
4536 (suggestions welcome).
4538 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4539 cust_refund, cust_credit or cust_pay).
4541 If TABLE is "cust_bill" or the unapplied_date option is true, only
4542 considers records with date earlier than START_TIME, and optionally not
4543 later than END_TIME .
4547 sub _money_table_where {
4548 my( $class, $table, $start, $end, %opt ) = @_;
4551 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4552 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4553 push @where, "$table._date <= $start" if defined($start) && length($start);
4554 push @where, "$table._date > $end" if defined($end) && length($end);
4556 push @where, @{$opt{'where'}} if $opt{'where'};
4557 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4563 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4564 use FS::cust_main::Search;
4567 FS::cust_main::Search->search(@_);
4582 #warn join('-',keys %$param);
4583 my $fh = $param->{filehandle};
4584 my $agentnum = $param->{agentnum};
4585 my $format = $param->{format};
4587 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4590 if ( $format eq 'simple' ) {
4591 @fields = qw( custnum agent_custid amount pkg );
4593 die "unknown format $format";
4596 eval "use Text::CSV_XS;";
4599 my $csv = new Text::CSV_XS;
4606 local $SIG{HUP} = 'IGNORE';
4607 local $SIG{INT} = 'IGNORE';
4608 local $SIG{QUIT} = 'IGNORE';
4609 local $SIG{TERM} = 'IGNORE';
4610 local $SIG{TSTP} = 'IGNORE';
4611 local $SIG{PIPE} = 'IGNORE';
4613 my $oldAutoCommit = $FS::UID::AutoCommit;
4614 local $FS::UID::AutoCommit = 0;
4617 #while ( $columns = $csv->getline($fh) ) {
4619 while ( defined($line=<$fh>) ) {
4621 $csv->parse($line) or do {
4622 $dbh->rollback if $oldAutoCommit;
4623 return "can't parse: ". $csv->error_input();
4626 my @columns = $csv->fields();
4627 #warn join('-',@columns);
4630 foreach my $field ( @fields ) {
4631 $row{$field} = shift @columns;
4634 if ( $row{custnum} && $row{agent_custid} ) {
4635 dbh->rollback if $oldAutoCommit;
4636 return "can't specify custnum with agent_custid $row{agent_custid}";
4640 if ( $row{agent_custid} && $agentnum ) {
4641 %hash = ( 'agent_custid' => $row{agent_custid},
4642 'agentnum' => $agentnum,
4646 if ( $row{custnum} ) {
4647 %hash = ( 'custnum' => $row{custnum} );
4650 unless ( scalar(keys %hash) ) {
4651 $dbh->rollback if $oldAutoCommit;
4652 return "can't find customer without custnum or agent_custid and agentnum";
4655 my $cust_main = qsearchs('cust_main', { %hash } );
4656 unless ( $cust_main ) {
4657 $dbh->rollback if $oldAutoCommit;
4658 my $custnum = $row{custnum} || $row{agent_custid};
4659 return "unknown custnum $custnum";
4662 if ( $row{'amount'} > 0 ) {
4663 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4665 $dbh->rollback if $oldAutoCommit;
4669 } elsif ( $row{'amount'} < 0 ) {
4670 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4673 $dbh->rollback if $oldAutoCommit;
4683 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4685 return "Empty file!" unless $imported;
4691 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4693 Deprecated. Use event notification and message templates
4694 (L<FS::msg_template>) instead.
4696 Sends a templated email notification to the customer (see L<Text::Template>).
4698 OPTIONS is a hash and may include
4700 I<from> - the email sender (default is invoice_from)
4702 I<to> - comma-separated scalar or arrayref of recipients
4703 (default is invoicing_list)
4705 I<subject> - The subject line of the sent email notification
4706 (default is "Notice from company_name")
4708 I<extra_fields> - a hashref of name/value pairs which will be substituted
4711 The following variables are vavailable in the template.
4713 I<$first> - the customer first name
4714 I<$last> - the customer last name
4715 I<$company> - the customer company
4716 I<$payby> - a description of the method of payment for the customer
4717 # would be nice to use FS::payby::shortname
4718 I<$payinfo> - the account information used to collect for this customer
4719 I<$expdate> - the expiration of the customer payment in seconds from epoch
4724 my ($self, $template, %options) = @_;
4726 return unless $conf->exists($template);
4728 my $from = $conf->config('invoice_from', $self->agentnum)
4729 if $conf->exists('invoice_from', $self->agentnum);
4730 $from = $options{from} if exists($options{from});
4732 my $to = join(',', $self->invoicing_list_emailonly);
4733 $to = $options{to} if exists($options{to});
4735 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4736 if $conf->exists('company_name', $self->agentnum);
4737 $subject = $options{subject} if exists($options{subject});
4739 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4740 SOURCE => [ map "$_\n",
4741 $conf->config($template)]
4743 or die "can't create new Text::Template object: Text::Template::ERROR";
4744 $notify_template->compile()
4745 or die "can't compile template: Text::Template::ERROR";
4747 $FS::notify_template::_template::company_name =
4748 $conf->config('company_name', $self->agentnum);
4749 $FS::notify_template::_template::company_address =
4750 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4752 my $paydate = $self->paydate || '2037-12-31';
4753 $FS::notify_template::_template::first = $self->first;
4754 $FS::notify_template::_template::last = $self->last;
4755 $FS::notify_template::_template::company = $self->company;
4756 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4757 my $payby = $self->payby;
4758 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4759 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4761 #credit cards expire at the end of the month/year of their exp date
4762 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4763 $FS::notify_template::_template::payby = 'credit card';
4764 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4765 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4767 }elsif ($payby eq 'COMP') {
4768 $FS::notify_template::_template::payby = 'complimentary account';
4770 $FS::notify_template::_template::payby = 'current method';
4772 $FS::notify_template::_template::expdate = $expire_time;
4774 for (keys %{$options{extra_fields}}){
4776 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4779 send_email(from => $from,
4781 subject => $subject,
4782 body => $notify_template->fill_in( PACKAGE =>
4783 'FS::notify_template::_template' ),
4788 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4790 Generates a templated notification to the customer (see L<Text::Template>).
4792 OPTIONS is a hash and may include
4794 I<extra_fields> - a hashref of name/value pairs which will be substituted
4795 into the template. These values may override values mentioned below
4796 and those from the customer record.
4798 The following variables are available in the template instead of or in addition
4799 to the fields of the customer record.
4801 I<$payby> - a description of the method of payment for the customer
4802 # would be nice to use FS::payby::shortname
4803 I<$payinfo> - the masked account information used to collect for this customer
4804 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4805 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4809 # a lot like cust_bill::print_latex
4810 sub generate_letter {
4811 my ($self, $template, %options) = @_;
4813 return unless $conf->exists($template);
4815 my $letter_template = new Text::Template
4817 SOURCE => [ map "$_\n", $conf->config($template)],
4818 DELIMITERS => [ '[@--', '--@]' ],
4820 or die "can't create new Text::Template object: Text::Template::ERROR";
4822 $letter_template->compile()
4823 or die "can't compile template: Text::Template::ERROR";
4825 my %letter_data = map { $_ => $self->$_ } $self->fields;
4826 $letter_data{payinfo} = $self->mask_payinfo;
4828 #my $paydate = $self->paydate || '2037-12-31';
4829 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4831 my $payby = $self->payby;
4832 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4833 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4835 #credit cards expire at the end of the month/year of their exp date
4836 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4837 $letter_data{payby} = 'credit card';
4838 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4839 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4841 }elsif ($payby eq 'COMP') {
4842 $letter_data{payby} = 'complimentary account';
4844 $letter_data{payby} = 'current method';
4846 $letter_data{expdate} = $expire_time;
4848 for (keys %{$options{extra_fields}}){
4849 $letter_data{$_} = $options{extra_fields}->{$_};
4852 unless(exists($letter_data{returnaddress})){
4853 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4854 $self->agent_template)
4856 if ( length($retadd) ) {
4857 $letter_data{returnaddress} = $retadd;
4858 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4859 $letter_data{returnaddress} =
4860 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4864 ( $conf->config('company_name', $self->agentnum),
4865 $conf->config('company_address', $self->agentnum),
4869 $letter_data{returnaddress} = '~';
4873 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4875 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4877 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4879 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4883 ) or die "can't open temp file: $!\n";
4884 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4885 or die "can't write temp file: $!\n";
4887 $letter_data{'logo_file'} = $lh->filename;
4889 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4893 ) or die "can't open temp file: $!\n";
4895 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4897 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4898 return ($1, $letter_data{'logo_file'});
4902 =item print_ps TEMPLATE
4904 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4910 my($file, $lfile) = $self->generate_letter(@_);
4911 my $ps = FS::Misc::generate_ps($file);
4912 unlink($file.'.tex');
4918 =item print TEMPLATE
4920 Prints the filled in template.
4922 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4926 sub queueable_print {
4929 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4930 or die "invalid customer number: " . $opt{custvnum};
4932 my $error = $self->print( $opt{template} );
4933 die $error if $error;
4937 my ($self, $template) = (shift, shift);
4939 [ $self->print_ps($template) ],
4940 'agentnum' => $self->agentnum,
4944 #these three subs should just go away once agent stuff is all config overrides
4946 sub agent_template {
4948 $self->_agent_plandata('agent_templatename');
4951 sub agent_invoice_from {
4953 $self->_agent_plandata('agent_invoice_from');
4956 sub _agent_plandata {
4957 my( $self, $option ) = @_;
4959 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4960 #agent-specific Conf
4962 use FS::part_event::Condition;
4964 my $agentnum = $self->agentnum;
4966 my $regexp = regexp_sql();
4968 my $part_event_option =
4970 'select' => 'part_event_option.*',
4971 'table' => 'part_event_option',
4973 LEFT JOIN part_event USING ( eventpart )
4974 LEFT JOIN part_event_option AS peo_agentnum
4975 ON ( part_event.eventpart = peo_agentnum.eventpart
4976 AND peo_agentnum.optionname = 'agentnum'
4977 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
4979 LEFT JOIN part_event_condition
4980 ON ( part_event.eventpart = part_event_condition.eventpart
4981 AND part_event_condition.conditionname = 'cust_bill_age'
4983 LEFT JOIN part_event_condition_option
4984 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
4985 AND part_event_condition_option.optionname = 'age'
4988 #'hashref' => { 'optionname' => $option },
4989 #'hashref' => { 'part_event_option.optionname' => $option },
4991 " WHERE part_event_option.optionname = ". dbh->quote($option).
4992 " AND action = 'cust_bill_send_agent' ".
4993 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
4994 " AND peo_agentnum.optionname = 'agentnum' ".
4995 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
4997 CASE WHEN part_event_condition_option.optionname IS NULL
4999 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5001 , part_event.weight".
5005 unless ( $part_event_option ) {
5006 return $self->agent->invoice_template || ''
5007 if $option eq 'agent_templatename';
5011 $part_event_option->optionvalue;
5015 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5017 Subroutine (not a method), designed to be called from the queue.
5019 Takes a list of options and values.
5021 Pulls up the customer record via the custnum option and calls bill_and_collect.
5026 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5028 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5029 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5031 $cust_main->bill_and_collect( %args );
5034 sub process_bill_and_collect {
5036 my $param = thaw(decode_base64(shift));
5037 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5038 or die "custnum '$param->{custnum}' not found!\n";
5039 $param->{'job'} = $job;
5040 $param->{'fatal'} = 1; # runs from job queue, will be caught
5041 $param->{'retry'} = 1;
5043 $cust_main->bill_and_collect( %$param );
5046 =item process_censustract_update CUSTNUM
5048 Queueable function to update the census tract to the current year (as set in
5049 the 'census_year' configuration variable) and retrieve the new tract code.
5053 sub process_censustract_update {
5054 eval "use FS::Misc::Geo qw(get_censustract)";
5056 my $custnum = shift;
5057 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5058 or die "custnum '$custnum' not found!\n";
5060 my $new_year = $conf->config('census_year') or return;
5061 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5062 if ( $new_tract =~ /^\d/ ) {
5063 # then it's a tract code
5064 $cust_main->set('censustract', $new_tract);
5065 $cust_main->set('censusyear', $new_year);
5067 local($ignore_expired_card) = 1;
5068 local($ignore_illegal_zip) = 1;
5069 local($ignore_banned_card) = 1;
5070 local($skip_fuzzyfiles) = 1;
5071 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5072 my $error = $cust_main->replace;
5073 die $error if $error;
5076 # it's an error message
5082 #starting to take quite a while for big dbs
5083 # (JRNL: journaled so it only happens once per database)
5084 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5085 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5086 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5087 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5088 # JRNL leading/trailing spaces in first, last, company
5089 # - otaker upgrade? journal and call it good? (double check to make sure
5090 # we're not still setting otaker here)
5092 #only going to get worse with new location stuff...
5094 sub _upgrade_data { #class method
5095 my ($class, %opts) = @_;
5098 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5101 #this seems to be the only expensive one.. why does it take so long?
5102 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5104 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5105 FS::upgrade_journal->set_done('cust_main__signupdate');
5108 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5110 # fix yyyy-m-dd formatted paydates
5111 if ( driver_name =~ /^mysql/i ) {
5113 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5114 } else { # the SQL standard
5116 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5118 FS::upgrade_journal->set_done('cust_main__paydate');
5121 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5123 push @statements, #fix the weird BILL with a cc# in payinfo problem
5125 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5127 FS::upgrade_journal->set_done('cust_main__payinfo');
5132 foreach my $sql ( @statements ) {
5133 my $sth = dbh->prepare($sql) or die dbh->errstr;
5134 $sth->execute or die $sth->errstr;
5135 #warn ( (time - $t). " seconds\n" );
5139 local($ignore_expired_card) = 1;
5140 local($ignore_banned_card) = 1;
5141 local($skip_fuzzyfiles) = 1;
5142 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5144 FS::cust_main::Location->_upgrade_data(%opts);
5146 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5148 foreach my $cust_main ( qsearch({
5149 'table' => 'cust_main',
5151 'extra_sql' => 'WHERE '.
5153 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5154 qw( first last company )
5157 my $error = $cust_main->replace;
5158 die $error if $error;
5161 FS::upgrade_journal->set_done('cust_main__trimspaces');
5165 $class->_upgrade_otaker(%opts);
5175 The delete method should possibly take an FS::cust_main object reference
5176 instead of a scalar customer number.
5178 Bill and collect options should probably be passed as references instead of a
5181 There should probably be a configuration file with a list of allowed credit
5184 No multiple currency support (probably a larger project than just this module).
5186 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5188 Birthdates rely on negative epoch values.
5190 The payby for card/check batches is broken. With mixed batching, bad
5193 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5197 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5198 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5199 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.