5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal);
15 use Digest::MD5 qw(md5_base64);
18 use File::Temp qw( tempfile );
19 use String::Approx qw(amatch);
20 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( generate_email send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
30 use FS::cust_bill_pkg;
31 use FS::cust_bill_pkg_display;
32 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_pay_pending;
35 use FS::cust_pay_void;
36 use FS::cust_pay_batch;
39 use FS::part_referral;
40 use FS::cust_main_county;
41 use FS::cust_location;
43 use FS::cust_tax_location;
44 use FS::part_pkg_taxrate;
46 use FS::cust_main_invoice;
47 use FS::cust_credit_bill;
48 use FS::cust_bill_pay;
49 use FS::prepay_credit;
53 use FS::part_event_condition;
56 use FS::payment_gateway;
57 use FS::agent_payment_gateway;
59 use FS::payinfo_Mixin;
62 @ISA = qw( FS::payinfo_Mixin FS::Record );
64 @EXPORT_OK = qw( smart_search );
66 $realtime_bop_decline_quiet = 0;
68 # 1 is mostly method/subroutine entry and options
69 # 2 traces progress of some operations
70 # 3 is even more information including possibly sensitive data
72 $me = '[FS::cust_main]';
76 $ignore_expired_card = 0;
78 @encrypted_fields = ('payinfo', 'paycvv');
79 sub nohistory_fields { ('paycvv'); }
81 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
83 #ask FS::UID to run this stuff for us later
84 #$FS::UID::callback{'FS::cust_main'} = sub {
85 install_callback FS::UID sub {
87 #yes, need it for stuff below (prolly should be cached)
92 my ( $hashref, $cache ) = @_;
93 if ( exists $hashref->{'pkgnum'} ) {
94 #@{ $self->{'_pkgnum'} } = ();
95 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
96 $self->{'_pkgnum'} = $subcache;
97 #push @{ $self->{'_pkgnum'} },
98 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
104 FS::cust_main - Object methods for cust_main records
110 $record = new FS::cust_main \%hash;
111 $record = new FS::cust_main { 'column' => 'value' };
113 $error = $record->insert;
115 $error = $new_record->replace($old_record);
117 $error = $record->delete;
119 $error = $record->check;
121 @cust_pkg = $record->all_pkgs;
123 @cust_pkg = $record->ncancelled_pkgs;
125 @cust_pkg = $record->suspended_pkgs;
127 $error = $record->bill;
128 $error = $record->bill %options;
129 $error = $record->bill 'time' => $time;
131 $error = $record->collect;
132 $error = $record->collect %options;
133 $error = $record->collect 'invoice_time' => $time,
138 An FS::cust_main object represents a customer. FS::cust_main inherits from
139 FS::Record. The following fields are currently supported:
145 Primary key (assigned automatically for new customers)
149 Agent (see L<FS::agent>)
153 Advertising source (see L<FS::part_referral>)
165 Cocial security number (optional)
181 (optional, see L<FS::cust_main_county>)
185 (see L<FS::cust_main_county>)
191 (see L<FS::cust_main_county>)
227 (optional, see L<FS::cust_main_county>)
231 (see L<FS::cust_main_county>)
237 (see L<FS::cust_main_county>)
253 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
257 Payment Information (See L<FS::payinfo_Mixin> for data format)
261 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
265 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
269 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
273 Start date month (maestro/solo cards only)
277 Start date year (maestro/solo cards only)
281 Issue number (maestro/solo cards only)
285 Name on card or billing name
289 IP address from which payment information was received
293 Tax exempt, empty or `Y'
297 Order taker (assigned automatically, see L<FS::UID>)
303 =item referral_custnum
305 Referring customer number
309 Enable individual CDR spooling, empty or `Y'
313 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
317 Discourage individual CDR printing, empty or `Y'
327 Creates a new customer. To add the customer to the database, see L<"insert">.
329 Note that this stores the hash reference, not a distinct copy of the hash it
330 points to. You can ask the object for a copy with the I<hash> method.
334 sub table { 'cust_main'; }
336 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
338 Adds this customer to the database. If there is an error, returns the error,
339 otherwise returns false.
341 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
342 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
343 are inserted atomicly, or the transaction is rolled back. Passing an empty
344 hash reference is equivalent to not supplying this parameter. There should be
345 a better explanation of this, but until then, here's an example:
348 tie %hash, 'Tie::RefHash'; #this part is important
350 $cust_pkg => [ $svc_acct ],
353 $cust_main->insert( \%hash );
355 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
356 be set as the invoicing list (see L<"invoicing_list">). Errors return as
357 expected and rollback the entire transaction; it is not necessary to call
358 check_invoicing_list first. The invoicing_list is set after the records in the
359 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
360 invoicing_list destination to the newly-created svc_acct. Here's an example:
362 $cust_main->insert( {}, [ $email, 'POST' ] );
364 Currently available options are: I<depend_jobnum> and I<noexport>.
366 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
367 on the supplied jobnum (they will not run until the specific job completes).
368 This can be used to defer provisioning until some action completes (such
369 as running the customer's credit card successfully).
371 The I<noexport> option is deprecated. If I<noexport> is set true, no
372 provisioning jobs (exports) are scheduled. (You can schedule them later with
373 the B<reexport> method.)
379 my $cust_pkgs = @_ ? shift : {};
380 my $invoicing_list = @_ ? shift : '';
382 warn "$me insert called with options ".
383 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
386 local $SIG{HUP} = 'IGNORE';
387 local $SIG{INT} = 'IGNORE';
388 local $SIG{QUIT} = 'IGNORE';
389 local $SIG{TERM} = 'IGNORE';
390 local $SIG{TSTP} = 'IGNORE';
391 local $SIG{PIPE} = 'IGNORE';
393 my $oldAutoCommit = $FS::UID::AutoCommit;
394 local $FS::UID::AutoCommit = 0;
397 my $prepay_identifier = '';
398 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
400 if ( $self->payby eq 'PREPAY' ) {
402 $self->payby('BILL');
403 $prepay_identifier = $self->payinfo;
406 warn " looking up prepaid card $prepay_identifier\n"
409 my $error = $self->get_prepay( $prepay_identifier,
410 'amount_ref' => \$amount,
411 'seconds_ref' => \$seconds,
412 'upbytes_ref' => \$upbytes,
413 'downbytes_ref' => \$downbytes,
414 'totalbytes_ref' => \$totalbytes,
417 $dbh->rollback if $oldAutoCommit;
418 #return "error applying prepaid card (transaction rolled back): $error";
422 $payby = 'PREP' if $amount;
424 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
427 $self->payby('BILL');
428 $amount = $self->paid;
432 warn " inserting $self\n"
435 $self->signupdate(time) unless $self->signupdate;
437 $self->auto_agent_custid()
438 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
440 my $error = $self->SUPER::insert;
442 $dbh->rollback if $oldAutoCommit;
443 #return "inserting cust_main record (transaction rolled back): $error";
447 warn " setting invoicing list\n"
450 if ( $invoicing_list ) {
451 $error = $self->check_invoicing_list( $invoicing_list );
453 $dbh->rollback if $oldAutoCommit;
454 #return "checking invoicing_list (transaction rolled back): $error";
457 $self->invoicing_list( $invoicing_list );
460 if ( $conf->config('cust_main-skeleton_tables')
461 && $conf->config('cust_main-skeleton_custnum') ) {
463 warn " inserting skeleton records\n"
466 my $error = $self->start_copy_skel;
468 $dbh->rollback if $oldAutoCommit;
474 warn " ordering packages\n"
477 $error = $self->order_pkgs( $cust_pkgs,
479 'seconds_ref' => \$seconds,
480 'upbytes_ref' => \$upbytes,
481 'downbytes_ref' => \$downbytes,
482 'totalbytes_ref' => \$totalbytes,
485 $dbh->rollback if $oldAutoCommit;
490 $dbh->rollback if $oldAutoCommit;
491 return "No svc_acct record to apply pre-paid time";
493 if ( $upbytes || $downbytes || $totalbytes ) {
494 $dbh->rollback if $oldAutoCommit;
495 return "No svc_acct record to apply pre-paid data";
499 warn " inserting initial $payby payment of $amount\n"
501 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
503 $dbh->rollback if $oldAutoCommit;
504 return "inserting payment (transaction rolled back): $error";
508 unless ( $import || $skip_fuzzyfiles ) {
509 warn " queueing fuzzyfiles update\n"
511 $error = $self->queue_fuzzyfiles_update;
513 $dbh->rollback if $oldAutoCommit;
514 return "updating fuzzy search cache: $error";
518 warn " insert complete; committing transaction\n"
521 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
526 use File::CounterFile;
527 sub auto_agent_custid {
530 my $format = $conf->config('cust_main-auto_agent_custid');
532 if ( $format eq '1YMMXXXXXXXX' ) {
534 my $counter = new File::CounterFile 'cust_main.agent_custid';
537 my $ym = 100000000000 + time2str('%y%m00000000', time);
538 if ( $ym > $counter->value ) {
539 $counter->{'value'} = $agent_custid = $ym;
540 $counter->{'updated'} = 1;
542 $agent_custid = $counter->inc;
548 die "Unknown cust_main-auto_agent_custid format: $format";
551 $self->agent_custid($agent_custid);
555 sub start_copy_skel {
558 #'mg_user_preference' => {},
559 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
560 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
561 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
562 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
563 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
566 _copy_skel( 'cust_main', #tablename
567 $conf->config('cust_main-skeleton_custnum'), #sourceid
568 $self->custnum, #destid
569 @tables, #child tables
573 #recursive subroutine, not a method
575 my( $table, $sourceid, $destid, %child_tables ) = @_;
578 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
579 ( $table, $primary_key ) = ( $1, $2 );
581 my $dbdef_table = dbdef->table($table);
582 $primary_key = $dbdef_table->primary_key
583 or return "$table has no primary key".
584 " (or do you need to run dbdef-create?)";
587 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
588 join (', ', keys %child_tables). "\n"
591 foreach my $child_table_def ( keys %child_tables ) {
595 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
596 ( $child_table, $child_pkey ) = ( $1, $2 );
598 $child_table = $child_table_def;
600 $child_pkey = dbdef->table($child_table)->primary_key;
601 # or return "$table has no primary key".
602 # " (or do you need to run dbdef-create?)\n";
606 if ( keys %{ $child_tables{$child_table_def} } ) {
608 return "$child_table has no primary key".
609 " (run dbdef-create or try specifying it?)\n"
612 #false laziness w/Record::insert and only works on Pg
613 #refactor the proper last-inserted-id stuff out of Record::insert if this
614 # ever gets use for anything besides a quick kludge for one customer
615 my $default = dbdef->table($child_table)->column($child_pkey)->default;
616 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
617 or return "can't parse $child_table.$child_pkey default value ".
618 " for sequence name: $default";
623 my @sel_columns = grep { $_ ne $primary_key }
624 dbdef->table($child_table)->columns;
625 my $sel_columns = join(', ', @sel_columns );
627 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
628 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
629 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
631 my $sel_st = "SELECT $sel_columns FROM $child_table".
632 " WHERE $primary_key = $sourceid";
635 my $sel_sth = dbh->prepare( $sel_st )
636 or return dbh->errstr;
638 $sel_sth->execute or return $sel_sth->errstr;
640 while ( my $row = $sel_sth->fetchrow_hashref ) {
642 warn " selected row: ".
643 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
647 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
648 my $ins_sth =dbh->prepare($statement)
649 or return dbh->errstr;
650 my @param = ( $destid, map $row->{$_}, @ins_columns );
651 warn " $statement: [ ". join(', ', @param). " ]\n"
653 $ins_sth->execute( @param )
654 or return $ins_sth->errstr;
656 #next unless keys %{ $child_tables{$child_table} };
657 next unless $sequence;
659 #another section of that laziness
660 my $seq_sql = "SELECT currval('$sequence')";
661 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
662 $seq_sth->execute or return $seq_sth->errstr;
663 my $insertid = $seq_sth->fetchrow_arrayref->[0];
665 # don't drink soap! recurse! recurse! okay!
667 _copy_skel( $child_table_def,
668 $row->{$child_pkey}, #sourceid
670 %{ $child_tables{$child_table_def} },
672 return $error if $error;
682 =item order_pkg HASHREF | OPTION => VALUE ...
684 Orders a single package.
686 Options may be passed as a list of key/value pairs or as a hash reference.
697 Optional FS::cust_location object
701 Optional arryaref of FS::svc_* service objects.
705 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
706 jobs will have a dependancy on the supplied job (they will not run until the
707 specific job completes). This can be used to defer provisioning until some
708 action completes (such as running the customer's credit card successfully).
716 my $opt = ref($_[0]) ? shift : { @_ };
718 warn "$me order_pkg called with options ".
719 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
722 my $cust_pkg = $opt->{'cust_pkg'};
723 my $svcs = $opt->{'svcs'} || [];
725 my %svc_options = ();
726 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
727 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
729 local $SIG{HUP} = 'IGNORE';
730 local $SIG{INT} = 'IGNORE';
731 local $SIG{QUIT} = 'IGNORE';
732 local $SIG{TERM} = 'IGNORE';
733 local $SIG{TSTP} = 'IGNORE';
734 local $SIG{PIPE} = 'IGNORE';
736 my $oldAutoCommit = $FS::UID::AutoCommit;
737 local $FS::UID::AutoCommit = 0;
740 if ( $opt->{'cust_location'} &&
741 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
742 my $error = $opt->{'cust_location'}->insert;
744 $dbh->rollback if $oldAutoCommit;
745 return "inserting cust_location (transaction rolled back): $error";
747 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
750 $cust_pkg->custnum( $self->custnum );
752 my $error = $cust_pkg->insert;
754 $dbh->rollback if $oldAutoCommit;
755 return "inserting cust_pkg (transaction rolled back): $error";
758 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
759 if ( $svc_something->svcnum ) {
760 my $old_cust_svc = $svc_something->cust_svc;
761 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
762 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
763 $error = $new_cust_svc->replace($old_cust_svc);
765 $svc_something->pkgnum( $cust_pkg->pkgnum );
766 if ( $svc_something->isa('FS::svc_acct') ) {
767 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
768 qw( seconds upbytes downbytes totalbytes ) ) {
769 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
770 ${ $opt->{$_.'_ref'} } = 0;
773 $error = $svc_something->insert(%svc_options);
776 $dbh->rollback if $oldAutoCommit;
777 return "inserting svc_ (transaction rolled back): $error";
781 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
786 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
787 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
789 Like the insert method on an existing record, this method orders multiple
790 packages and included services atomicaly. Pass a Tie::RefHash data structure
791 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
792 There should be a better explanation of this, but until then, here's an
796 tie %hash, 'Tie::RefHash'; #this part is important
798 $cust_pkg => [ $svc_acct ],
801 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
803 Services can be new, in which case they are inserted, or existing unaudited
804 services, in which case they are linked to the newly-created package.
806 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
807 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
809 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
810 on the supplied jobnum (they will not run until the specific job completes).
811 This can be used to defer provisioning until some action completes (such
812 as running the customer's credit card successfully).
814 The I<noexport> option is deprecated. If I<noexport> is set true, no
815 provisioning jobs (exports) are scheduled. (You can schedule them later with
816 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
817 on the cust_main object is not recommended, as existing services will also be
820 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
821 provided, the scalars (provided by references) will be incremented by the
822 values of the prepaid card.`
828 my $cust_pkgs = shift;
829 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
831 $seconds_ref ||= $options{'seconds_ref'};
833 warn "$me order_pkgs called with options ".
834 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
837 local $SIG{HUP} = 'IGNORE';
838 local $SIG{INT} = 'IGNORE';
839 local $SIG{QUIT} = 'IGNORE';
840 local $SIG{TERM} = 'IGNORE';
841 local $SIG{TSTP} = 'IGNORE';
842 local $SIG{PIPE} = 'IGNORE';
844 my $oldAutoCommit = $FS::UID::AutoCommit;
845 local $FS::UID::AutoCommit = 0;
848 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
850 foreach my $cust_pkg ( keys %$cust_pkgs ) {
852 my $error = $self->order_pkg(
853 'cust_pkg' => $cust_pkg,
854 'svcs' => $cust_pkgs->{$cust_pkg},
855 'seconds_ref' => $seconds_ref,
856 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
861 $dbh->rollback if $oldAutoCommit;
867 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
871 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
873 Recharges this (existing) customer with the specified prepaid card (see
874 L<FS::prepay_credit>), specified either by I<identifier> or as an
875 FS::prepay_credit object. If there is an error, returns the error, otherwise
878 Optionally, five scalar references can be passed as well. They will have their
879 values filled in with the amount, number of seconds, and number of upload,
880 download, and total bytes applied by this prepaid card.
884 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
885 #the only place that uses these args
886 sub recharge_prepay {
887 my( $self, $prepay_credit, $amountref, $secondsref,
888 $upbytesref, $downbytesref, $totalbytesref ) = @_;
890 local $SIG{HUP} = 'IGNORE';
891 local $SIG{INT} = 'IGNORE';
892 local $SIG{QUIT} = 'IGNORE';
893 local $SIG{TERM} = 'IGNORE';
894 local $SIG{TSTP} = 'IGNORE';
895 local $SIG{PIPE} = 'IGNORE';
897 my $oldAutoCommit = $FS::UID::AutoCommit;
898 local $FS::UID::AutoCommit = 0;
901 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
903 my $error = $self->get_prepay( $prepay_credit,
904 'amount_ref' => \$amount,
905 'seconds_ref' => \$seconds,
906 'upbytes_ref' => \$upbytes,
907 'downbytes_ref' => \$downbytes,
908 'totalbytes_ref' => \$totalbytes,
910 || $self->increment_seconds($seconds)
911 || $self->increment_upbytes($upbytes)
912 || $self->increment_downbytes($downbytes)
913 || $self->increment_totalbytes($totalbytes)
914 || $self->insert_cust_pay_prepay( $amount,
916 ? $prepay_credit->identifier
921 $dbh->rollback if $oldAutoCommit;
925 if ( defined($amountref) ) { $$amountref = $amount; }
926 if ( defined($secondsref) ) { $$secondsref = $seconds; }
927 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
928 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
929 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
931 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
936 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
938 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
939 specified either by I<identifier> or as an FS::prepay_credit object.
941 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
942 incremented by the values of the prepaid card.
944 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
945 check or set this customer's I<agentnum>.
947 If there is an error, returns the error, otherwise returns false.
953 my( $self, $prepay_credit, %opt ) = @_;
955 local $SIG{HUP} = 'IGNORE';
956 local $SIG{INT} = 'IGNORE';
957 local $SIG{QUIT} = 'IGNORE';
958 local $SIG{TERM} = 'IGNORE';
959 local $SIG{TSTP} = 'IGNORE';
960 local $SIG{PIPE} = 'IGNORE';
962 my $oldAutoCommit = $FS::UID::AutoCommit;
963 local $FS::UID::AutoCommit = 0;
966 unless ( ref($prepay_credit) ) {
968 my $identifier = $prepay_credit;
970 $prepay_credit = qsearchs(
972 { 'identifier' => $prepay_credit },
977 unless ( $prepay_credit ) {
978 $dbh->rollback if $oldAutoCommit;
979 return "Invalid prepaid card: ". $identifier;
984 if ( $prepay_credit->agentnum ) {
985 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
986 $dbh->rollback if $oldAutoCommit;
987 return "prepaid card not valid for agent ". $self->agentnum;
989 $self->agentnum($prepay_credit->agentnum);
992 my $error = $prepay_credit->delete;
994 $dbh->rollback if $oldAutoCommit;
995 return "removing prepay_credit (transaction rolled back): $error";
998 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
999 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
1001 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1006 =item increment_upbytes SECONDS
1008 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1009 the specified number of upbytes. If there is an error, returns the error,
1010 otherwise returns false.
1014 sub increment_upbytes {
1015 _increment_column( shift, 'upbytes', @_);
1018 =item increment_downbytes SECONDS
1020 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1021 the specified number of downbytes. If there is an error, returns the error,
1022 otherwise returns false.
1026 sub increment_downbytes {
1027 _increment_column( shift, 'downbytes', @_);
1030 =item increment_totalbytes SECONDS
1032 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1033 the specified number of totalbytes. If there is an error, returns the error,
1034 otherwise returns false.
1038 sub increment_totalbytes {
1039 _increment_column( shift, 'totalbytes', @_);
1042 =item increment_seconds SECONDS
1044 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1045 the specified number of seconds. If there is an error, returns the error,
1046 otherwise returns false.
1050 sub increment_seconds {
1051 _increment_column( shift, 'seconds', @_);
1054 =item _increment_column AMOUNT
1056 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1057 the specified number of seconds or bytes. If there is an error, returns
1058 the error, otherwise returns false.
1062 sub _increment_column {
1063 my( $self, $column, $amount ) = @_;
1064 warn "$me increment_column called: $column, $amount\n"
1067 return '' unless $amount;
1069 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1070 $self->ncancelled_pkgs;
1072 if ( ! @cust_pkg ) {
1073 return 'No packages with primary or single services found'.
1074 ' to apply pre-paid time';
1075 } elsif ( scalar(@cust_pkg) > 1 ) {
1076 #maybe have a way to specify the package/account?
1077 return 'Multiple packages found to apply pre-paid time';
1080 my $cust_pkg = $cust_pkg[0];
1081 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1085 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1087 if ( ! @cust_svc ) {
1088 return 'No account found to apply pre-paid time';
1089 } elsif ( scalar(@cust_svc) > 1 ) {
1090 return 'Multiple accounts found to apply pre-paid time';
1093 my $svc_acct = $cust_svc[0]->svc_x;
1094 warn " found service svcnum ". $svc_acct->pkgnum.
1095 ' ('. $svc_acct->email. ")\n"
1098 $column = "increment_$column";
1099 $svc_acct->$column($amount);
1103 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1105 Inserts a prepayment in the specified amount for this customer. An optional
1106 second argument can specify the prepayment identifier for tracking purposes.
1107 If there is an error, returns the error, otherwise returns false.
1111 sub insert_cust_pay_prepay {
1112 shift->insert_cust_pay('PREP', @_);
1115 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1117 Inserts a cash payment in the specified amount for this customer. An optional
1118 second argument can specify the payment identifier for tracking purposes.
1119 If there is an error, returns the error, otherwise returns false.
1123 sub insert_cust_pay_cash {
1124 shift->insert_cust_pay('CASH', @_);
1127 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1129 Inserts a Western Union payment in the specified amount for this customer. An
1130 optional second argument can specify the prepayment identifier for tracking
1131 purposes. If there is an error, returns the error, otherwise returns false.
1135 sub insert_cust_pay_west {
1136 shift->insert_cust_pay('WEST', @_);
1139 sub insert_cust_pay {
1140 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1141 my $payinfo = scalar(@_) ? shift : '';
1143 my $cust_pay = new FS::cust_pay {
1144 'custnum' => $self->custnum,
1145 'paid' => sprintf('%.2f', $amount),
1146 #'_date' => #date the prepaid card was purchased???
1148 'payinfo' => $payinfo,
1156 This method is deprecated. See the I<depend_jobnum> option to the insert and
1157 order_pkgs methods for a better way to defer provisioning.
1159 Re-schedules all exports by calling the B<reexport> method of all associated
1160 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1161 otherwise returns false.
1168 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1169 "use the depend_jobnum option to insert or order_pkgs to delay export";
1171 local $SIG{HUP} = 'IGNORE';
1172 local $SIG{INT} = 'IGNORE';
1173 local $SIG{QUIT} = 'IGNORE';
1174 local $SIG{TERM} = 'IGNORE';
1175 local $SIG{TSTP} = 'IGNORE';
1176 local $SIG{PIPE} = 'IGNORE';
1178 my $oldAutoCommit = $FS::UID::AutoCommit;
1179 local $FS::UID::AutoCommit = 0;
1182 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1183 my $error = $cust_pkg->reexport;
1185 $dbh->rollback if $oldAutoCommit;
1190 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1195 =item delete NEW_CUSTNUM
1197 This deletes the customer. If there is an error, returns the error, otherwise
1200 This will completely remove all traces of the customer record. This is not
1201 what you want when a customer cancels service; for that, cancel all of the
1202 customer's packages (see L</cancel>).
1204 If the customer has any uncancelled packages, you need to pass a new (valid)
1205 customer number for those packages to be transferred to. Cancelled packages
1206 will be deleted. Did I mention that this is NOT what you want when a customer
1207 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1209 You can't delete a customer with invoices (see L<FS::cust_bill>),
1210 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1211 refunds (see L<FS::cust_refund>).
1218 local $SIG{HUP} = 'IGNORE';
1219 local $SIG{INT} = 'IGNORE';
1220 local $SIG{QUIT} = 'IGNORE';
1221 local $SIG{TERM} = 'IGNORE';
1222 local $SIG{TSTP} = 'IGNORE';
1223 local $SIG{PIPE} = 'IGNORE';
1225 my $oldAutoCommit = $FS::UID::AutoCommit;
1226 local $FS::UID::AutoCommit = 0;
1229 if ( $self->cust_bill ) {
1230 $dbh->rollback if $oldAutoCommit;
1231 return "Can't delete a customer with invoices";
1233 if ( $self->cust_credit ) {
1234 $dbh->rollback if $oldAutoCommit;
1235 return "Can't delete a customer with credits";
1237 if ( $self->cust_pay ) {
1238 $dbh->rollback if $oldAutoCommit;
1239 return "Can't delete a customer with payments";
1241 if ( $self->cust_refund ) {
1242 $dbh->rollback if $oldAutoCommit;
1243 return "Can't delete a customer with refunds";
1246 my @cust_pkg = $self->ncancelled_pkgs;
1248 my $new_custnum = shift;
1249 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1250 $dbh->rollback if $oldAutoCommit;
1251 return "Invalid new customer number: $new_custnum";
1253 foreach my $cust_pkg ( @cust_pkg ) {
1254 my %hash = $cust_pkg->hash;
1255 $hash{'custnum'} = $new_custnum;
1256 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1257 my $error = $new_cust_pkg->replace($cust_pkg,
1258 options => { $cust_pkg->options },
1261 $dbh->rollback if $oldAutoCommit;
1266 my @cancelled_cust_pkg = $self->all_pkgs;
1267 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1268 my $error = $cust_pkg->delete;
1270 $dbh->rollback if $oldAutoCommit;
1275 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1276 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1278 my $error = $cust_main_invoice->delete;
1280 $dbh->rollback if $oldAutoCommit;
1285 my $error = $self->SUPER::delete;
1287 $dbh->rollback if $oldAutoCommit;
1291 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1296 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1298 Replaces the OLD_RECORD with this one in the database. If there is an error,
1299 returns the error, otherwise returns false.
1301 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1302 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1303 expected and rollback the entire transaction; it is not necessary to call
1304 check_invoicing_list first. Here's an example:
1306 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1313 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1315 : $self->replace_old;
1319 warn "$me replace called\n"
1322 my $curuser = $FS::CurrentUser::CurrentUser;
1323 if ( $self->payby eq 'COMP'
1324 && $self->payby ne $old->payby
1325 && ! $curuser->access_right('Complimentary customer')
1328 return "You are not permitted to create complimentary accounts.";
1331 local($ignore_expired_card) = 1
1332 if $old->payby =~ /^(CARD|DCRD)$/
1333 && $self->payby =~ /^(CARD|DCRD)$/
1334 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1336 local $SIG{HUP} = 'IGNORE';
1337 local $SIG{INT} = 'IGNORE';
1338 local $SIG{QUIT} = 'IGNORE';
1339 local $SIG{TERM} = 'IGNORE';
1340 local $SIG{TSTP} = 'IGNORE';
1341 local $SIG{PIPE} = 'IGNORE';
1343 my $oldAutoCommit = $FS::UID::AutoCommit;
1344 local $FS::UID::AutoCommit = 0;
1347 my $error = $self->SUPER::replace($old);
1350 $dbh->rollback if $oldAutoCommit;
1354 if ( @param ) { # INVOICING_LIST_ARYREF
1355 my $invoicing_list = shift @param;
1356 $error = $self->check_invoicing_list( $invoicing_list );
1358 $dbh->rollback if $oldAutoCommit;
1361 $self->invoicing_list( $invoicing_list );
1364 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1365 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1366 # card/check/lec info has changed, want to retry realtime_ invoice events
1367 my $error = $self->retry_realtime;
1369 $dbh->rollback if $oldAutoCommit;
1374 unless ( $import || $skip_fuzzyfiles ) {
1375 $error = $self->queue_fuzzyfiles_update;
1377 $dbh->rollback if $oldAutoCommit;
1378 return "updating fuzzy search cache: $error";
1382 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1387 =item queue_fuzzyfiles_update
1389 Used by insert & replace to update the fuzzy search cache
1393 sub queue_fuzzyfiles_update {
1396 local $SIG{HUP} = 'IGNORE';
1397 local $SIG{INT} = 'IGNORE';
1398 local $SIG{QUIT} = 'IGNORE';
1399 local $SIG{TERM} = 'IGNORE';
1400 local $SIG{TSTP} = 'IGNORE';
1401 local $SIG{PIPE} = 'IGNORE';
1403 my $oldAutoCommit = $FS::UID::AutoCommit;
1404 local $FS::UID::AutoCommit = 0;
1407 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1408 my $error = $queue->insert( map $self->getfield($_),
1409 qw(first last company)
1412 $dbh->rollback if $oldAutoCommit;
1413 return "queueing job (transaction rolled back): $error";
1416 if ( $self->ship_last ) {
1417 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1418 $error = $queue->insert( map $self->getfield("ship_$_"),
1419 qw(first last company)
1422 $dbh->rollback if $oldAutoCommit;
1423 return "queueing job (transaction rolled back): $error";
1427 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1434 Checks all fields to make sure this is a valid customer record. If there is
1435 an error, returns the error, otherwise returns false. Called by the insert
1436 and replace methods.
1443 warn "$me check BEFORE: \n". $self->_dump
1447 $self->ut_numbern('custnum')
1448 || $self->ut_number('agentnum')
1449 || $self->ut_textn('agent_custid')
1450 || $self->ut_number('refnum')
1451 || $self->ut_textn('custbatch')
1452 || $self->ut_name('last')
1453 || $self->ut_name('first')
1454 || $self->ut_snumbern('birthdate')
1455 || $self->ut_snumbern('signupdate')
1456 || $self->ut_textn('company')
1457 || $self->ut_text('address1')
1458 || $self->ut_textn('address2')
1459 || $self->ut_text('city')
1460 || $self->ut_textn('county')
1461 || $self->ut_textn('state')
1462 || $self->ut_country('country')
1463 || $self->ut_anything('comments')
1464 || $self->ut_numbern('referral_custnum')
1465 || $self->ut_textn('stateid')
1466 || $self->ut_textn('stateid_state')
1467 || $self->ut_textn('invoice_terms')
1468 || $self->ut_alphan('geocode')
1471 #barf. need message catalogs. i18n. etc.
1472 $error .= "Please select an advertising source."
1473 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1474 return $error if $error;
1476 return "Unknown agent"
1477 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1479 return "Unknown refnum"
1480 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1482 return "Unknown referring custnum: ". $self->referral_custnum
1483 unless ! $self->referral_custnum
1484 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1486 if ( $self->ss eq '' ) {
1491 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1492 or return "Illegal social security number: ". $self->ss;
1493 $self->ss("$1-$2-$3");
1497 # bad idea to disable, causes billing to fail because of no tax rates later
1498 # unless ( $import ) {
1499 unless ( qsearch('cust_main_county', {
1500 'country' => $self->country,
1503 return "Unknown state/county/country: ".
1504 $self->state. "/". $self->county. "/". $self->country
1505 unless qsearch('cust_main_county',{
1506 'state' => $self->state,
1507 'county' => $self->county,
1508 'country' => $self->country,
1514 $self->ut_phonen('daytime', $self->country)
1515 || $self->ut_phonen('night', $self->country)
1516 || $self->ut_phonen('fax', $self->country)
1517 || $self->ut_zip('zip', $self->country)
1519 return $error if $error;
1521 if ( $conf->exists('cust_main-require_phone')
1522 && ! length($self->daytime) && ! length($self->night)
1525 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1527 : FS::Msgcat::_gettext('daytime');
1528 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1530 : FS::Msgcat::_gettext('night');
1532 return "$daytime_label or $night_label is required"
1536 if ( $self->has_ship_address
1537 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1538 $self->addr_fields )
1542 $self->ut_name('ship_last')
1543 || $self->ut_name('ship_first')
1544 || $self->ut_textn('ship_company')
1545 || $self->ut_text('ship_address1')
1546 || $self->ut_textn('ship_address2')
1547 || $self->ut_text('ship_city')
1548 || $self->ut_textn('ship_county')
1549 || $self->ut_textn('ship_state')
1550 || $self->ut_country('ship_country')
1552 return $error if $error;
1554 #false laziness with above
1555 unless ( qsearchs('cust_main_county', {
1556 'country' => $self->ship_country,
1559 return "Unknown ship_state/ship_county/ship_country: ".
1560 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1561 unless qsearch('cust_main_county',{
1562 'state' => $self->ship_state,
1563 'county' => $self->ship_county,
1564 'country' => $self->ship_country,
1570 $self->ut_phonen('ship_daytime', $self->ship_country)
1571 || $self->ut_phonen('ship_night', $self->ship_country)
1572 || $self->ut_phonen('ship_fax', $self->ship_country)
1573 || $self->ut_zip('ship_zip', $self->ship_country)
1575 return $error if $error;
1577 return "Unit # is required."
1578 if $self->ship_address2 =~ /^\s*$/
1579 && $conf->exists('cust_main-require_address2');
1581 } else { # ship_ info eq billing info, so don't store dup info in database
1583 $self->setfield("ship_$_", '')
1584 foreach $self->addr_fields;
1586 return "Unit # is required."
1587 if $self->address2 =~ /^\s*$/
1588 && $conf->exists('cust_main-require_address2');
1592 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1593 # or return "Illegal payby: ". $self->payby;
1595 FS::payby->can_payby($self->table, $self->payby)
1596 or return "Illegal payby: ". $self->payby;
1598 $error = $self->ut_numbern('paystart_month')
1599 || $self->ut_numbern('paystart_year')
1600 || $self->ut_numbern('payissue')
1601 || $self->ut_textn('paytype')
1603 return $error if $error;
1605 if ( $self->payip eq '' ) {
1608 $error = $self->ut_ip('payip');
1609 return $error if $error;
1612 # If it is encrypted and the private key is not availaible then we can't
1613 # check the credit card.
1615 my $check_payinfo = 1;
1617 if ($self->is_encrypted($self->payinfo)) {
1621 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1623 my $payinfo = $self->payinfo;
1624 $payinfo =~ s/\D//g;
1625 $payinfo =~ /^(\d{13,16})$/
1626 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1628 $self->payinfo($payinfo);
1630 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1632 return gettext('unknown_card_type')
1633 if cardtype($self->payinfo) eq "Unknown";
1635 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1637 return 'Banned credit card: banned on '.
1638 time2str('%a %h %o at %r', $ban->_date).
1639 ' by '. $ban->otaker.
1640 ' (ban# '. $ban->bannum. ')';
1643 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1644 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1645 $self->paycvv =~ /^(\d{4})$/
1646 or return "CVV2 (CID) for American Express cards is four digits.";
1649 $self->paycvv =~ /^(\d{3})$/
1650 or return "CVV2 (CVC2/CID) is three digits.";
1657 my $cardtype = cardtype($payinfo);
1658 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1660 return "Start date or issue number is required for $cardtype cards"
1661 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1663 return "Start month must be between 1 and 12"
1664 if $self->paystart_month
1665 and $self->paystart_month < 1 || $self->paystart_month > 12;
1667 return "Start year must be 1990 or later"
1668 if $self->paystart_year
1669 and $self->paystart_year < 1990;
1671 return "Issue number must be beween 1 and 99"
1673 and $self->payissue < 1 || $self->payissue > 99;
1676 $self->paystart_month('');
1677 $self->paystart_year('');
1678 $self->payissue('');
1681 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1683 my $payinfo = $self->payinfo;
1684 $payinfo =~ s/[^\d\@]//g;
1685 if ( $conf->exists('echeck-nonus') ) {
1686 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1687 $payinfo = "$1\@$2";
1689 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1690 $payinfo = "$1\@$2";
1692 $self->payinfo($payinfo);
1695 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1697 return 'Banned ACH account: banned on '.
1698 time2str('%a %h %o at %r', $ban->_date).
1699 ' by '. $ban->otaker.
1700 ' (ban# '. $ban->bannum. ')';
1703 } elsif ( $self->payby eq 'LECB' ) {
1705 my $payinfo = $self->payinfo;
1706 $payinfo =~ s/\D//g;
1707 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1709 $self->payinfo($payinfo);
1712 } elsif ( $self->payby eq 'BILL' ) {
1714 $error = $self->ut_textn('payinfo');
1715 return "Illegal P.O. number: ". $self->payinfo if $error;
1718 } elsif ( $self->payby eq 'COMP' ) {
1720 my $curuser = $FS::CurrentUser::CurrentUser;
1721 if ( ! $self->custnum
1722 && ! $curuser->access_right('Complimentary customer')
1725 return "You are not permitted to create complimentary accounts."
1728 $error = $self->ut_textn('payinfo');
1729 return "Illegal comp account issuer: ". $self->payinfo if $error;
1732 } elsif ( $self->payby eq 'PREPAY' ) {
1734 my $payinfo = $self->payinfo;
1735 $payinfo =~ s/\W//g; #anything else would just confuse things
1736 $self->payinfo($payinfo);
1737 $error = $self->ut_alpha('payinfo');
1738 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1739 return "Unknown prepayment identifier"
1740 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1745 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1746 return "Expiration date required"
1747 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1751 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1752 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1753 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1754 ( $m, $y ) = ( $3, "20$2" );
1756 return "Illegal expiration date: ". $self->paydate;
1758 $self->paydate("$y-$m-01");
1759 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1760 return gettext('expired_card')
1762 && !$ignore_expired_card
1763 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1766 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1767 ( ! $conf->exists('require_cardname')
1768 || $self->payby !~ /^(CARD|DCRD)$/ )
1770 $self->payname( $self->first. " ". $self->getfield('last') );
1772 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1773 or return gettext('illegal_name'). " payname: ". $self->payname;
1777 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1778 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1782 $self->otaker(getotaker) unless $self->otaker;
1784 warn "$me check AFTER: \n". $self->_dump
1787 $self->SUPER::check;
1792 Returns a list of fields which have ship_ duplicates.
1797 qw( last first company
1798 address1 address2 city county state zip country
1803 =item has_ship_address
1805 Returns true if this customer record has a separate shipping address.
1809 sub has_ship_address {
1811 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1814 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1816 Returns all packages (see L<FS::cust_pkg>) for this customer.
1822 my $extra_qsearch = ref($_[0]) ? shift : {};
1824 return $self->num_pkgs unless wantarray || keys(%$extra_qsearch);
1827 if ( $self->{'_pkgnum'} ) {
1828 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1830 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1833 sort sort_packages @cust_pkg;
1838 Synonym for B<all_pkgs>.
1843 shift->all_pkgs(@_);
1848 Returns all locations (see L<FS::cust_location>) for this customer.
1854 qsearch('cust_location', { 'custnum' => $self->custnum } );
1857 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1859 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1863 sub ncancelled_pkgs {
1865 my $extra_qsearch = ref($_[0]) ? shift : {};
1867 return $self->num_ncancelled_pkgs unless wantarray;
1870 if ( $self->{'_pkgnum'} ) {
1872 warn "$me ncancelled_pkgs: returning cached objects"
1875 @cust_pkg = grep { ! $_->getfield('cancel') }
1876 values %{ $self->{'_pkgnum'}->cache };
1880 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1881 $self->custnum. "\n"
1884 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1886 @cust_pkg = $self->_cust_pkg($extra_qsearch);
1890 sort sort_packages @cust_pkg;
1896 my $extra_qsearch = ref($_[0]) ? shift : {};
1898 $extra_qsearch->{'select'} ||= '*';
1899 $extra_qsearch->{'select'} .=
1900 ',( SELECT COUNT(*) FROM cust_svc WHERE cust_pkg.pkgnum = cust_svc.pkgnum )
1904 $_->{'_num_cust_svc'} = $_->get('_num_cust_svc');
1909 'table' => 'cust_pkg',
1910 'hashref' => { 'custnum' => $self->custnum },
1915 # This should be generalized to use config options to determine order.
1918 if ( $a->get('cancel') xor $b->get('cancel') ) {
1919 return -1 if $b->get('cancel');
1920 return 1 if $a->get('cancel');
1921 #shouldn't get here...
1924 my $a_num_cust_svc = $a->num_cust_svc;
1925 my $b_num_cust_svc = $b->num_cust_svc;
1926 return 0 if !$a_num_cust_svc && !$b_num_cust_svc;
1927 return -1 if $a_num_cust_svc && !$b_num_cust_svc;
1928 return 1 if !$a_num_cust_svc && $b_num_cust_svc;
1929 my @a_cust_svc = $a->cust_svc;
1930 my @b_cust_svc = $b->cust_svc;
1931 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1936 =item suspended_pkgs
1938 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1942 sub suspended_pkgs {
1944 grep { $_->susp } $self->ncancelled_pkgs;
1947 =item unflagged_suspended_pkgs
1949 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1950 customer (thouse packages without the `manual_flag' set).
1954 sub unflagged_suspended_pkgs {
1956 return $self->suspended_pkgs
1957 unless dbdef->table('cust_pkg')->column('manual_flag');
1958 grep { ! $_->manual_flag } $self->suspended_pkgs;
1961 =item unsuspended_pkgs
1963 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1968 sub unsuspended_pkgs {
1970 grep { ! $_->susp } $self->ncancelled_pkgs;
1973 =item num_cancelled_pkgs
1975 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1980 sub num_cancelled_pkgs {
1981 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1984 sub num_ncancelled_pkgs {
1985 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1989 my( $self ) = shift;
1990 my $sql = scalar(@_) ? shift : '';
1991 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1992 my $sth = dbh->prepare(
1993 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1994 ) or die dbh->errstr;
1995 $sth->execute($self->custnum) or die $sth->errstr;
1996 $sth->fetchrow_arrayref->[0];
2001 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2002 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2003 on success or a list of errors.
2009 grep { $_->unsuspend } $self->suspended_pkgs;
2014 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2016 Returns a list: an empty list on success or a list of errors.
2022 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2025 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2027 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2028 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2029 of a list of pkgparts; the hashref has the following keys:
2033 =item pkgparts - listref of pkgparts
2035 =item (other options are passed to the suspend method)
2040 Returns a list: an empty list on success or a list of errors.
2044 sub suspend_if_pkgpart {
2046 my (@pkgparts, %opt);
2047 if (ref($_[0]) eq 'HASH'){
2048 @pkgparts = @{$_[0]{pkgparts}};
2053 grep { $_->suspend(%opt) }
2054 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2055 $self->unsuspended_pkgs;
2058 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2060 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2061 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2062 instead of a list of pkgparts; the hashref has the following keys:
2066 =item pkgparts - listref of pkgparts
2068 =item (other options are passed to the suspend method)
2072 Returns a list: an empty list on success or a list of errors.
2076 sub suspend_unless_pkgpart {
2078 my (@pkgparts, %opt);
2079 if (ref($_[0]) eq 'HASH'){
2080 @pkgparts = @{$_[0]{pkgparts}};
2085 grep { $_->suspend(%opt) }
2086 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2087 $self->unsuspended_pkgs;
2090 =item cancel [ OPTION => VALUE ... ]
2092 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2094 Available options are:
2098 =item quiet - can be set true to supress email cancellation notices.
2100 =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.
2102 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2106 Always returns a list: an empty list on success or a list of errors.
2111 my( $self, %opt ) = @_;
2113 warn "$me cancel called on customer ". $self->custnum. " with options ".
2114 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2117 return ( 'access denied' )
2118 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2120 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2122 #should try decryption (we might have the private key)
2123 # and if not maybe queue a job for the server that does?
2124 return ( "Can't (yet) ban encrypted credit cards" )
2125 if $self->is_encrypted($self->payinfo);
2127 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2128 my $error = $ban->insert;
2129 return ( $error ) if $error;
2133 my @pkgs = $self->ncancelled_pkgs;
2135 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2136 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2139 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2142 sub _banned_pay_hashref {
2153 'payby' => $payby2ban{$self->payby},
2154 'payinfo' => md5_base64($self->payinfo),
2155 #don't ever *search* on reason! #'reason' =>
2161 Returns all notes (see L<FS::cust_main_note>) for this customer.
2168 qsearch( 'cust_main_note',
2169 { 'custnum' => $self->custnum },
2171 'ORDER BY _DATE DESC'
2177 Returns the agent (see L<FS::agent>) for this customer.
2183 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2186 =item bill_and_collect
2188 Cancels and suspends any packages due, generates bills, applies payments and
2191 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2193 Options are passed as name-value pairs. Currently available options are:
2199 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2203 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2207 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2211 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2215 If set true, re-charges setup fees.
2219 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2225 sub bill_and_collect {
2226 my( $self, %options ) = @_;
2232 #$options{actual_time} not $options{time} because freeside-daily -d is for
2233 #pre-printing invoices
2234 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
2235 $self->ncancelled_pkgs;
2237 foreach my $cust_pkg ( @cancel_pkgs ) {
2238 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2239 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2240 'reason_otaker' => $cpr->otaker
2244 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2245 " for custnum ". $self->custnum. ": $error"
2253 #$options{actual_time} not $options{time} because freeside-daily -d is for
2254 #pre-printing invoices
2257 && ( ( $_->part_pkg->is_prepaid
2259 && $_->bill < $options{actual_time}
2262 && $_->adjourn <= $options{actual_time}
2266 $self->ncancelled_pkgs;
2268 foreach my $cust_pkg ( @susp_pkgs ) {
2269 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2270 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2271 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2272 'reason_otaker' => $cpr->otaker
2277 warn "Error suspending package ". $cust_pkg->pkgnum.
2278 " for custnum ". $self->custnum. ": $error"
2286 my $error = $self->bill( %options );
2287 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2289 $self->apply_payments_and_credits;
2291 $error = $self->collect( %options );
2292 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2298 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2299 conjunction with the collect method by calling B<bill_and_collect>.
2301 If there is an error, returns the error, otherwise returns false.
2303 Options are passed as name-value pairs. Currently available options are:
2309 If set true, re-charges setup fees.
2313 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2317 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2321 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2323 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2327 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2334 my( $self, %options ) = @_;
2335 return '' if $self->payby eq 'COMP';
2336 warn "$me bill customer ". $self->custnum. "\n"
2339 my $time = $options{'time'} || time;
2340 my $invoice_time = $options{'invoice_time'} || $time;
2343 local $SIG{HUP} = 'IGNORE';
2344 local $SIG{INT} = 'IGNORE';
2345 local $SIG{QUIT} = 'IGNORE';
2346 local $SIG{TERM} = 'IGNORE';
2347 local $SIG{TSTP} = 'IGNORE';
2348 local $SIG{PIPE} = 'IGNORE';
2350 my $oldAutoCommit = $FS::UID::AutoCommit;
2351 local $FS::UID::AutoCommit = 0;
2354 $self->select_for_update; #mutex
2356 my @cust_bill_pkg = ();
2359 # find the packages which are due for billing, find out how much they are
2360 # & generate invoice database.
2363 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2365 my @precommit_hooks = ();
2367 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2368 foreach my $cust_pkg (@cust_pkgs) {
2370 #NO!! next if $cust_pkg->cancel;
2371 next if $cust_pkg->getfield('cancel');
2373 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2375 #? to avoid use of uninitialized value errors... ?
2376 $cust_pkg->setfield('bill', '')
2377 unless defined($cust_pkg->bill);
2379 #my $part_pkg = $cust_pkg->part_pkg;
2381 my $real_pkgpart = $cust_pkg->pkgpart;
2382 my %hash = $cust_pkg->hash;
2384 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2386 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2389 $self->_make_lines( 'part_pkg' => $part_pkg,
2390 'cust_pkg' => $cust_pkg,
2391 'precommit_hooks' => \@precommit_hooks,
2392 'line_items' => \@cust_bill_pkg,
2393 'setup' => \$total_setup,
2394 'recur' => \$total_recur,
2395 'tax_matrix' => \%taxlisthash,
2397 'options' => \%options,
2400 $dbh->rollback if $oldAutoCommit;
2404 } #foreach my $part_pkg
2406 } #foreach my $cust_pkg
2408 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2409 #but do commit any package date cycling that happened
2410 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2414 my $postal_pkg = $self->charge_postal_fee();
2415 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2416 $dbh->rollback if $oldAutoCommit;
2417 return "can't charge postal invoice fee for customer ".
2418 $self->custnum. ": $postal_pkg";
2421 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2422 !$conf->exists('postal_invoice-recurring_only')
2426 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2428 $self->_make_lines( 'part_pkg' => $part_pkg,
2429 'cust_pkg' => $postal_pkg,
2430 'precommit_hooks' => \@precommit_hooks,
2431 'line_items' => \@cust_bill_pkg,
2432 'setup' => \$total_setup,
2433 'recur' => \$total_recur,
2434 'tax_matrix' => \%taxlisthash,
2436 'options' => \%options,
2439 $dbh->rollback if $oldAutoCommit;
2445 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2447 # keys are tax names (as printed on invoices / itemdesc )
2448 # values are listrefs of taxlisthash keys (internal identifiers)
2451 # keys are taxlisthash keys (internal identifiers)
2452 # values are (cumulative) amounts
2455 # keys are taxlisthash keys (internal identifiers)
2456 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2457 my %tax_location = ();
2459 foreach my $tax ( keys %taxlisthash ) {
2460 my $tax_object = shift @{ $taxlisthash{$tax} };
2461 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2462 warn " ". join('/', @{ $taxlisthash{$tax} } ). "\n" if $DEBUG > 2;
2463 my $hashref_or_error =
2464 $tax_object->taxline( $taxlisthash{$tax},
2465 'custnum' => $self->custnum,
2466 'invoice_time' => $invoice_time
2468 unless ( ref($hashref_or_error) ) {
2469 $dbh->rollback if $oldAutoCommit;
2470 return $hashref_or_error;
2472 unshift @{ $taxlisthash{$tax} }, $tax_object;
2474 my $name = $hashref_or_error->{'name'};
2475 my $amount = $hashref_or_error->{'amount'};
2477 #warn "adding $amount as $name\n";
2478 $taxname{ $name } ||= [];
2479 push @{ $taxname{ $name } }, $tax;
2481 $tax{ $tax } += $amount;
2483 $tax_location{ $tax } ||= [];
2484 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2485 push @{ $tax_location{ $tax } },
2487 'taxnum' => $tax_object->taxnum,
2488 'taxtype' => ref($tax_object),
2489 'pkgnum' => $tax_object->get('pkgnum'),
2490 'locationnum' => $tax_object->get('locationnum'),
2491 'amount' => sprintf('%.2f', $amount ),
2497 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2498 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2499 foreach my $tax ( keys %taxlisthash ) {
2500 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2501 next unless ref($_) eq 'FS::cust_bill_pkg'; # shouldn't happen
2503 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2504 splice( @{ $_->_cust_tax_exempt_pkg } );
2508 #some taxes are taxed
2511 warn "finding taxed taxes...\n" if $DEBUG > 2;
2512 foreach my $tax ( keys %taxlisthash ) {
2513 my $tax_object = shift @{ $taxlisthash{$tax} };
2514 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2516 next unless $tax_object->can('tax_on_tax');
2518 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2519 my $totname = ref( $tot ). ' '. $tot->taxnum;
2521 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2523 next unless exists( $taxlisthash{ $totname } ); # only increase
2525 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2526 if ( exists( $totlisthash{ $totname } ) ) {
2527 push @{ $totlisthash{ $totname } }, $tax{ $tax };
2529 $totlisthash{ $totname } = [ $tot, $tax{ $tax } ];
2534 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2535 foreach my $tax ( keys %totlisthash ) {
2536 my $tax_object = shift @{ $totlisthash{$tax} };
2537 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2539 my $hashref_or_error =
2540 $tax_object->taxline( $totlisthash{$tax},
2541 'custnum' => $self->custnum,
2542 'invoice_time' => $invoice_time
2544 unless (ref($hashref_or_error)) {
2545 $dbh->rollback if $oldAutoCommit;
2546 return $hashref_or_error;
2549 warn "adding taxed tax amount ". $hashref_or_error->{'amount'}.
2550 " as ". $tax_object->taxname. "\n"
2552 $tax{ $tax } += $hashref_or_error->{'amount'};
2555 #consolidate and create tax line items
2556 warn "consolidating and generating...\n" if $DEBUG > 2;
2557 foreach my $taxname ( keys %taxname ) {
2560 my @cust_bill_pkg_tax_location = ();
2561 warn "adding $taxname\n" if $DEBUG > 1;
2562 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2563 next if $seen{$taxitem}++;
2564 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2565 $tax += $tax{$taxitem};
2566 push @cust_bill_pkg_tax_location,
2567 map { new FS::cust_bill_pkg_tax_location $_ }
2568 @{ $tax_location{ $taxitem } };
2572 $tax = sprintf('%.2f', $tax );
2573 $total_setup = sprintf('%.2f', $total_setup+$tax );
2575 push @cust_bill_pkg, new FS::cust_bill_pkg {
2581 'itemdesc' => $taxname,
2582 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2587 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2589 #create the new invoice
2590 my $cust_bill = new FS::cust_bill ( {
2591 'custnum' => $self->custnum,
2592 '_date' => ( $invoice_time ),
2593 'charged' => $charged,
2595 my $error = $cust_bill->insert;
2597 $dbh->rollback if $oldAutoCommit;
2598 return "can't create invoice for customer #". $self->custnum. ": $error";
2601 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2602 $cust_bill_pkg->invnum($cust_bill->invnum);
2603 my $error = $cust_bill_pkg->insert;
2605 $dbh->rollback if $oldAutoCommit;
2606 return "can't create invoice line item: $error";
2611 foreach my $hook ( @precommit_hooks ) {
2613 &{$hook}; #($self) ?
2616 $dbh->rollback if $oldAutoCommit;
2617 return "$@ running precommit hook $hook\n";
2621 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2627 my ($self, %params) = @_;
2629 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2630 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2631 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2632 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2633 my $total_setup = $params{setup} or die "no setup accumulator specified";
2634 my $total_recur = $params{recur} or die "no recur accumulator specified";
2635 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2636 my $time = $params{'time'} or die "no time specified";
2637 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2640 my $real_pkgpart = $cust_pkg->pkgpart;
2641 my %hash = $cust_pkg->hash;
2642 my $old_cust_pkg = new FS::cust_pkg \%hash;
2648 $cust_pkg->pkgpart($part_pkg->pkgpart);
2656 if ( ! $cust_pkg->setup &&
2658 ( $conf->exists('disable_setup_suspended_pkgs') &&
2659 ! $cust_pkg->getfield('susp')
2660 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2662 || $options{'resetup'}
2665 warn " bill setup\n" if $DEBUG > 1;
2668 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2669 return "$@ running calc_setup for $cust_pkg\n"
2672 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2674 $cust_pkg->setfield('setup', $time)
2675 unless $cust_pkg->setup;
2676 #do need it, but it won't get written to the db
2677 #|| $cust_pkg->pkgpart != $real_pkgpart;
2682 # bill recurring fee
2685 #XXX unit stuff here too
2689 if ( ! $cust_pkg->getfield('susp') and
2690 ( $part_pkg->getfield('freq') ne '0' &&
2691 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2693 || ( $part_pkg->plan eq 'voip_cdr'
2694 && $part_pkg->option('bill_every_call')
2698 # XXX should this be a package event? probably. events are called
2699 # at collection time at the moment, though...
2700 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2701 if $part_pkg->can('reset_usage');
2702 #don't want to reset usage just cause we want a line item??
2703 #&& $part_pkg->pkgpart == $real_pkgpart;
2705 warn " bill recur\n" if $DEBUG > 1;
2708 # XXX shared with $recur_prog
2709 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2711 #over two params! lets at least switch to a hashref for the rest...
2712 my $increment_next_bill = ( $part_pkg->freq ne '0'
2713 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2715 my %param = ( 'precommit_hooks' => $precommit_hooks,
2716 'increment_next_bill' => $increment_next_bill,
2719 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2720 return "$@ running calc_recur for $cust_pkg\n"
2723 if ( $increment_next_bill ) {
2725 my $next_bill = $part_pkg->add_freq($sdate);
2726 return "unparsable frequency: ". $part_pkg->freq
2727 if $next_bill == -1;
2729 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2730 # only for figuring next bill date, nothing else, so, reset $sdate again
2732 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2733 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2734 $cust_pkg->last_bill($sdate);
2736 $cust_pkg->setfield('bill', $next_bill );
2742 warn "\$setup is undefined" unless defined($setup);
2743 warn "\$recur is undefined" unless defined($recur);
2744 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2747 # If there's line items, create em cust_bill_pkg records
2748 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2753 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2754 # hmm.. and if just the options are modified in some weird price plan?
2756 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2759 my $error = $cust_pkg->replace( $old_cust_pkg,
2760 'options' => { $cust_pkg->options },
2762 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2763 if $error; #just in case
2766 $setup = sprintf( "%.2f", $setup );
2767 $recur = sprintf( "%.2f", $recur );
2768 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2769 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2771 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2772 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2775 if ( $setup != 0 || $recur != 0 ) {
2777 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2780 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2782 warn " adding customer package invoice detail: $_\n"
2783 foreach @cust_pkg_detail;
2785 push @details, @cust_pkg_detail;
2787 my $cust_bill_pkg = new FS::cust_bill_pkg {
2788 'pkgnum' => $cust_pkg->pkgnum,
2790 'unitsetup' => $unitsetup,
2792 'unitrecur' => $unitrecur,
2793 'quantity' => $cust_pkg->quantity,
2794 'details' => \@details,
2797 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2798 $cust_bill_pkg->sdate( $hash{last_bill} );
2799 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2800 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2801 $cust_bill_pkg->sdate( $sdate );
2802 $cust_bill_pkg->edate( $cust_pkg->bill );
2805 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2806 unless $part_pkg->pkgpart == $real_pkgpart;
2808 $$total_setup += $setup;
2809 $$total_recur += $recur;
2816 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2817 return $error if $error;
2819 push @$cust_bill_pkgs, $cust_bill_pkg;
2821 } #if $setup != 0 || $recur != 0
2831 my $part_pkg = shift;
2832 my $taxlisthash = shift;
2833 my $cust_bill_pkg = shift;
2834 my $cust_pkg = shift;
2836 my %cust_bill_pkg = ();
2840 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2841 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2842 push @classes, 'setup' if $cust_bill_pkg->setup;
2843 push @classes, 'recur' if $cust_bill_pkg->recur;
2845 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2847 if ( $conf->exists('enable_taxproducts')
2848 && ( scalar($part_pkg->part_pkg_taxoverride)
2849 || $part_pkg->has_taxproduct
2854 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2855 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
2858 foreach my $class (@classes) {
2859 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
2860 return $err_or_ref unless ref($err_or_ref);
2861 $taxes{$class} = $err_or_ref;
2864 unless (exists $taxes{''}) {
2865 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
2866 return $err_or_ref unless ref($err_or_ref);
2867 $taxes{''} = $err_or_ref;
2872 my @loc_keys = qw( state county country );
2874 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2875 my $cust_location = $cust_pkg->cust_location;
2876 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
2879 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2882 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
2885 $taxhash{'taxclass'} = $part_pkg->taxclass;
2887 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2889 my %taxhash_elim = %taxhash;
2891 my @elim = qw( taxclass county state );
2892 while ( !scalar(@taxes) && scalar(@elim) ) {
2893 $taxhash_elim{ shift(@elim) } = '';
2894 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
2897 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2899 $_->set('pkgnum', $cust_pkg->pkgnum );
2900 $_->set('locationnum', $cust_pkg->locationnum );
2904 $taxes{''} = [ @taxes ];
2905 $taxes{'setup'} = [ @taxes ];
2906 $taxes{'recur'} = [ @taxes ];
2907 $taxes{$_} = [ @taxes ] foreach (@classes);
2909 # maybe eliminate this entirely, along with all the 0% records
2912 "fatal: can't find tax rate for state/county/country/taxclass ".
2913 join('/', map $taxhash{$_}, qw(state county country taxclass) );
2916 } #if $conf->exists('enable_taxproducts') ...
2921 if ( $conf->exists('separate_usage') ) {
2922 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2923 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2924 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2925 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2926 push @display, new FS::cust_bill_pkg_display { type => 'U',
2929 if ($section && $summary) {
2930 $display[2]->post_total('Y');
2931 push @display, new FS::cust_bill_pkg_display { type => 'U',
2936 $cust_bill_pkg->set('display', \@display);
2938 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2939 foreach my $key (keys %tax_cust_bill_pkg) {
2940 my @taxes = @{ $taxes{$key} || [] };
2941 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2943 foreach my $tax ( @taxes ) {
2945 my $taxname = ref( $tax ). ' '. $tax->taxnum;
2946 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
2947 # ' locationnum'. $cust_pkg->locationnum
2948 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
2950 if ( exists( $taxlisthash->{ $taxname } ) ) {
2951 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2953 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2963 my $part_pkg = shift;
2967 my $geocode = $self->geocode('cch');
2969 my @taxclassnums = map { $_->taxclassnum }
2970 $part_pkg->part_pkg_taxoverride($class);
2972 unless (@taxclassnums) {
2973 @taxclassnums = map { $_->taxclassnum }
2974 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2976 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2981 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2983 @taxes = qsearch({ 'table' => 'tax_rate',
2984 'hashref' => { 'geocode' => $geocode, },
2985 'extra_sql' => $extra_sql,
2987 if scalar(@taxclassnums);
2989 warn "Found taxes ".
2990 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2997 =item collect OPTIONS
2999 (Attempt to) collect money for this customer's outstanding invoices (see
3000 L<FS::cust_bill>). Usually used after the bill method.
3002 Actions are now triggered by billing events; see L<FS::part_event> and the
3003 billing events web interface. Old-style invoice events (see
3004 L<FS::part_bill_event>) have been deprecated.
3006 If there is an error, returns the error, otherwise returns false.
3008 Options are passed as name-value pairs.
3010 Currently available options are:
3016 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3020 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3024 set true to surpress email card/ACH decline notices.
3028 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3032 allows for one time override of normal customer billing method
3036 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3044 my( $self, %options ) = @_;
3045 my $invoice_time = $options{'invoice_time'} || time;
3048 local $SIG{HUP} = 'IGNORE';
3049 local $SIG{INT} = 'IGNORE';
3050 local $SIG{QUIT} = 'IGNORE';
3051 local $SIG{TERM} = 'IGNORE';
3052 local $SIG{TSTP} = 'IGNORE';
3053 local $SIG{PIPE} = 'IGNORE';
3055 my $oldAutoCommit = $FS::UID::AutoCommit;
3056 local $FS::UID::AutoCommit = 0;
3059 $self->select_for_update; #mutex
3062 my $balance = $self->balance;
3063 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3066 if ( exists($options{'retry_card'}) ) {
3067 carp 'retry_card option passed to collect is deprecated; use retry';
3068 $options{'retry'} ||= $options{'retry_card'};
3070 if ( exists($options{'retry'}) && $options{'retry'} ) {
3071 my $error = $self->retry_realtime;
3073 $dbh->rollback if $oldAutoCommit;
3078 # false laziness w/pay_batch::import_results
3080 my $due_cust_event = $self->due_cust_event(
3081 'debug' => ( $options{'debug'} || 0 ),
3082 'time' => $invoice_time,
3083 'check_freq' => $options{'check_freq'},
3085 unless( ref($due_cust_event) ) {
3086 $dbh->rollback if $oldAutoCommit;
3087 return $due_cust_event;
3090 foreach my $cust_event ( @$due_cust_event ) {
3094 #re-eval event conditions (a previous event could have changed things)
3095 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
3096 #don't leave stray "new/locked" records around
3097 my $error = $cust_event->delete;
3099 #gah, even with transactions
3100 $dbh->commit if $oldAutoCommit; #well.
3107 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3108 warn " running cust_event ". $cust_event->eventnum. "\n"
3112 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3113 if ( my $error = $cust_event->do_event() ) {
3114 #XXX wtf is this? figure out a proper dealio with return value
3116 # gah, even with transactions.
3117 $dbh->commit if $oldAutoCommit; #well.
3124 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3129 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3131 Inserts database records for and returns an ordered listref of new events due
3132 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3133 events are due, an empty listref is returned. If there is an error, returns a
3134 scalar error message.
3136 To actually run the events, call each event's test_condition method, and if
3137 still true, call the event's do_event method.
3139 Options are passed as a hashref or as a list of name-value pairs. Available
3146 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3150 "Current time" for the events.
3154 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3158 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3162 Explicitly pass the objects to be tested (typically used with eventtable).
3166 Set to true to return the objects, but not actually insert them into the
3173 sub due_cust_event {
3175 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3178 #my $DEBUG = $opt{'debug'}
3179 local($DEBUG) = $opt{'debug'}
3180 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3182 warn "$me due_cust_event called with options ".
3183 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3186 $opt{'time'} ||= time;
3188 local $SIG{HUP} = 'IGNORE';
3189 local $SIG{INT} = 'IGNORE';
3190 local $SIG{QUIT} = 'IGNORE';
3191 local $SIG{TERM} = 'IGNORE';
3192 local $SIG{TSTP} = 'IGNORE';
3193 local $SIG{PIPE} = 'IGNORE';
3195 my $oldAutoCommit = $FS::UID::AutoCommit;
3196 local $FS::UID::AutoCommit = 0;
3199 $self->select_for_update #mutex
3200 unless $opt{testonly};
3203 # 1: find possible events (initial search)
3206 my @cust_event = ();
3208 my @eventtable = $opt{'eventtable'}
3209 ? ( $opt{'eventtable'} )
3210 : FS::part_event->eventtables_runorder;
3212 foreach my $eventtable ( @eventtable ) {
3215 if ( $opt{'objects'} ) {
3217 @objects = @{ $opt{'objects'} };
3221 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3222 @objects = ( $eventtable eq 'cust_main' )
3224 : ( $self->$eventtable() );
3228 my @e_cust_event = ();
3230 my $cross = "CROSS JOIN $eventtable";
3231 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3232 unless $eventtable eq 'cust_main';
3234 foreach my $object ( @objects ) {
3236 #this first search uses the condition_sql magic for optimization.
3237 #the more possible events we can eliminate in this step the better
3239 my $cross_where = '';
3240 my $pkey = $object->primary_key;
3241 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3243 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3245 FS::part_event_condition->where_conditions_sql( $eventtable,
3246 'time'=>$opt{'time'}
3248 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3250 $extra_sql = "AND $extra_sql" if $extra_sql;
3252 #here is the agent virtualization
3253 $extra_sql .= " AND ( part_event.agentnum IS NULL
3254 OR part_event.agentnum = ". $self->agentnum. ' )';
3256 $extra_sql .= " $order";
3258 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3259 if $opt{'debug'} > 2;
3260 my @part_event = qsearch( {
3261 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3262 'select' => 'part_event.*',
3263 'table' => 'part_event',
3264 'addl_from' => "$cross $join",
3265 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3266 'eventtable' => $eventtable,
3269 'extra_sql' => "AND $cross_where $extra_sql",
3273 my $pkey = $object->primary_key;
3274 warn " ". scalar(@part_event).
3275 " possible events found for $eventtable ". $object->$pkey(). "\n";
3278 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3282 warn " ". scalar(@e_cust_event).
3283 " subtotal possible cust events found for $eventtable\n"
3286 push @cust_event, @e_cust_event;
3290 warn " ". scalar(@cust_event).
3291 " total possible cust events found in initial search\n"
3295 # 2: test conditions
3300 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3301 'stats_hashref' => \%unsat ),
3304 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3307 warn " invalid conditions not eliminated with condition_sql:\n".
3308 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3315 unless( $opt{testonly} ) {
3316 foreach my $cust_event ( @cust_event ) {
3318 my $error = $cust_event->insert();
3320 $dbh->rollback if $oldAutoCommit;
3327 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3333 warn " returning events: ". Dumper(@cust_event). "\n"
3340 =item retry_realtime
3342 Schedules realtime / batch credit card / electronic check / LEC billing
3343 events for for retry. Useful if card information has changed or manual
3344 retry is desired. The 'collect' method must be called to actually retry
3347 Implementation details: For either this customer, or for each of this
3348 customer's open invoices, changes the status of the first "done" (with
3349 statustext error) realtime processing event to "failed".
3353 sub retry_realtime {
3356 local $SIG{HUP} = 'IGNORE';
3357 local $SIG{INT} = 'IGNORE';
3358 local $SIG{QUIT} = 'IGNORE';
3359 local $SIG{TERM} = 'IGNORE';
3360 local $SIG{TSTP} = 'IGNORE';
3361 local $SIG{PIPE} = 'IGNORE';
3363 my $oldAutoCommit = $FS::UID::AutoCommit;
3364 local $FS::UID::AutoCommit = 0;
3367 #a little false laziness w/due_cust_event (not too bad, really)
3369 my $join = FS::part_event_condition->join_conditions_sql;
3370 my $order = FS::part_event_condition->order_conditions_sql;
3373 . join ( ' OR ' , map {
3374 "( part_event.eventtable = " . dbh->quote($_)
3375 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3376 } FS::part_event->eventtables)
3379 #here is the agent virtualization
3380 my $agent_virt = " ( part_event.agentnum IS NULL
3381 OR part_event.agentnum = ". $self->agentnum. ' )';
3383 #XXX this shouldn't be hardcoded, actions should declare it...
3384 my @realtime_events = qw(
3385 cust_bill_realtime_card
3386 cust_bill_realtime_check
3387 cust_bill_realtime_lec
3391 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3396 my @cust_event = qsearchs({
3397 'table' => 'cust_event',
3398 'select' => 'cust_event.*',
3399 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3400 'hashref' => { 'status' => 'done' },
3401 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3402 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3405 my %seen_invnum = ();
3406 foreach my $cust_event (@cust_event) {
3408 #max one for the customer, one for each open invoice
3409 my $cust_X = $cust_event->cust_X;
3410 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3414 or $cust_event->part_event->eventtable eq 'cust_bill'
3417 my $error = $cust_event->retry;
3419 $dbh->rollback if $oldAutoCommit;
3420 return "error scheduling event for retry: $error";
3425 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3430 # some horrid false laziness here to avoid refactor fallout
3431 # eventually realtime realtime_bop and realtime_refund_bop should go
3432 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3434 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3436 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3437 via a Business::OnlinePayment realtime gateway. See
3438 L<http://420.am/business-onlinepayment> for supported gateways.
3440 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3442 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3444 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3445 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3446 if set, will override the value from the customer record.
3448 I<description> is a free-text field passed to the gateway. It defaults to
3449 "Internet services".
3451 If an I<invnum> is specified, this payment (if successful) is applied to the
3452 specified invoice. If you don't specify an I<invnum> you might want to
3453 call the B<apply_payments> method.
3455 I<quiet> can be set true to surpress email decline notices.
3457 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3458 resulting paynum, if any.
3460 I<payunique> is a unique identifier for this payment.
3462 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3469 return $self->_new_realtime_bop(@_)
3470 if $self->_new_bop_required();
3472 my( $method, $amount, %options ) = @_;
3474 warn "$me realtime_bop: $method $amount\n";
3475 warn " $_ => $options{$_}\n" foreach keys %options;
3478 $options{'description'} ||= 'Internet services';
3480 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3482 eval "use Business::OnlinePayment";
3485 my $payinfo = exists($options{'payinfo'})
3486 ? $options{'payinfo'}
3489 my %method2payby = (
3496 # check for banned credit card/ACH
3499 my $ban = qsearchs('banned_pay', {
3500 'payby' => $method2payby{$method},
3501 'payinfo' => md5_base64($payinfo),
3503 return "Banned credit card" if $ban;
3510 if ( $options{'invnum'} ) {
3511 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3512 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3514 map { $_->part_pkg->taxclass }
3516 map { $_->cust_pkg }
3517 $cust_bill->cust_bill_pkg;
3518 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
3519 #different taxclasses
3520 $taxclass = $taxclasses[0];
3524 #look for an agent gateway override first
3526 if ( $method eq 'CC' ) {
3527 $cardtype = cardtype($payinfo);
3528 } elsif ( $method eq 'ECHECK' ) {
3531 $cardtype = $method;
3535 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3536 cardtype => $cardtype,
3537 taxclass => $taxclass, } )
3538 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3540 taxclass => $taxclass, } )
3541 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3542 cardtype => $cardtype,
3544 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3546 taxclass => '', } );
3548 my $payment_gateway = '';
3549 my( $processor, $login, $password, $action, @bop_options );
3550 if ( $override ) { #use a payment gateway override
3552 $payment_gateway = $override->payment_gateway;
3554 $processor = $payment_gateway->gateway_module;
3555 $login = $payment_gateway->gateway_username;
3556 $password = $payment_gateway->gateway_password;
3557 $action = $payment_gateway->gateway_action;
3558 @bop_options = $payment_gateway->options;
3560 } else { #use the standard settings from the config
3562 ( $processor, $login, $password, $action, @bop_options ) =
3563 $self->default_payment_gateway($method);
3571 my $address = exists($options{'address1'})
3572 ? $options{'address1'}
3574 my $address2 = exists($options{'address2'})
3575 ? $options{'address2'}
3577 $address .= ", ". $address2 if length($address2);
3579 my $o_payname = exists($options{'payname'})
3580 ? $options{'payname'}
3582 my($payname, $payfirst, $paylast);
3583 if ( $o_payname && $method ne 'ECHECK' ) {
3584 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3585 or return "Illegal payname $payname";
3586 ($payfirst, $paylast) = ($1, $2);
3588 $payfirst = $self->getfield('first');
3589 $paylast = $self->getfield('last');
3590 $payname = "$payfirst $paylast";
3593 my @invoicing_list = $self->invoicing_list_emailonly;
3594 if ( $conf->exists('emailinvoiceautoalways')
3595 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3596 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3597 push @invoicing_list, $self->all_emails;
3600 my $email = ($conf->exists('business-onlinepayment-email-override'))
3601 ? $conf->config('business-onlinepayment-email-override')
3602 : $invoicing_list[0];
3606 my $payip = exists($options{'payip'})
3609 $content{customer_ip} = $payip
3612 $content{invoice_number} = $options{'invnum'}
3613 if exists($options{'invnum'}) && length($options{'invnum'});
3615 $content{email_customer} =
3616 ( $conf->exists('business-onlinepayment-email_customer')
3617 || $conf->exists('business-onlinepayment-email-override') );
3620 if ( $method eq 'CC' ) {
3622 $content{card_number} = $payinfo;
3623 $paydate = exists($options{'paydate'})
3624 ? $options{'paydate'}
3626 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3627 $content{expiration} = "$2/$1";
3629 my $paycvv = exists($options{'paycvv'})
3630 ? $options{'paycvv'}
3632 $content{cvv2} = $paycvv
3635 my $paystart_month = exists($options{'paystart_month'})
3636 ? $options{'paystart_month'}
3637 : $self->paystart_month;
3639 my $paystart_year = exists($options{'paystart_year'})
3640 ? $options{'paystart_year'}
3641 : $self->paystart_year;
3643 $content{card_start} = "$paystart_month/$paystart_year"
3644 if $paystart_month && $paystart_year;
3646 my $payissue = exists($options{'payissue'})
3647 ? $options{'payissue'}
3649 $content{issue_number} = $payissue if $payissue;
3651 $content{recurring_billing} = 'YES'
3652 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3654 'payinfo' => $payinfo,
3656 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3658 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3662 } elsif ( $method eq 'ECHECK' ) {
3663 ( $content{account_number}, $content{routing_code} ) =
3664 split('@', $payinfo);
3665 $content{bank_name} = $o_payname;
3666 $content{bank_state} = exists($options{'paystate'})
3667 ? $options{'paystate'}
3668 : $self->getfield('paystate');
3669 $content{account_type} = exists($options{'paytype'})
3670 ? uc($options{'paytype'}) || 'CHECKING'
3671 : uc($self->getfield('paytype')) || 'CHECKING';
3672 $content{account_name} = $payname;
3673 $content{customer_org} = $self->company ? 'B' : 'I';
3674 $content{state_id} = exists($options{'stateid'})
3675 ? $options{'stateid'}
3676 : $self->getfield('stateid');
3677 $content{state_id_state} = exists($options{'stateid_state'})
3678 ? $options{'stateid_state'}
3679 : $self->getfield('stateid_state');
3680 $content{customer_ssn} = exists($options{'ss'})
3683 } elsif ( $method eq 'LEC' ) {
3684 $content{phone} = $payinfo;
3688 # run transaction(s)
3691 my $balance = exists( $options{'balance'} )
3692 ? $options{'balance'}
3695 $self->select_for_update; #mutex ... just until we get our pending record in
3697 #the checks here are intended to catch concurrent payments
3698 #double-form-submission prevention is taken care of in cust_pay_pending::check
3701 return "The customer's balance has changed; $method transaction aborted."
3702 if $self->balance < $balance;
3703 #&& $self->balance < $amount; #might as well anyway?
3705 #also check and make sure there aren't *other* pending payments for this cust
3707 my @pending = qsearch('cust_pay_pending', {
3708 'custnum' => $self->custnum,
3709 'status' => { op=>'!=', value=>'done' }
3711 return "A payment is already being processed for this customer (".
3712 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3713 "); $method transaction aborted."
3714 if scalar(@pending);
3716 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3718 my $cust_pay_pending = new FS::cust_pay_pending {
3719 'custnum' => $self->custnum,
3720 #'invnum' => $options{'invnum'},
3723 'payby' => $method2payby{$method},
3724 'payinfo' => $payinfo,
3725 'paydate' => $paydate,
3727 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3729 $cust_pay_pending->payunique( $options{payunique} )
3730 if defined($options{payunique}) && length($options{payunique});
3731 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3732 return $cpp_new_err if $cpp_new_err;
3734 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3736 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3737 $transaction->content(
3740 'password' => $password,
3741 'action' => $action1,
3742 'description' => $options{'description'},
3743 'amount' => $amount,
3744 #'invoice_number' => $options{'invnum'},
3745 'customer_id' => $self->custnum,
3746 'last_name' => $paylast,
3747 'first_name' => $payfirst,
3749 'address' => $address,
3750 'city' => ( exists($options{'city'})
3753 'state' => ( exists($options{'state'})
3756 'zip' => ( exists($options{'zip'})
3759 'country' => ( exists($options{'country'})
3760 ? $options{'country'}
3762 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
3764 'phone' => $self->daytime || $self->night,
3768 $cust_pay_pending->status('pending');
3769 my $cpp_pending_err = $cust_pay_pending->replace;
3770 return $cpp_pending_err if $cpp_pending_err;
3773 my $BOP_TESTING = 0;
3774 my $BOP_TESTING_SUCCESS = 1;
3776 unless ( $BOP_TESTING ) {
3777 $transaction->submit();
3779 if ( $BOP_TESTING_SUCCESS ) {
3780 $transaction->is_success(1);
3781 $transaction->authorization('fake auth');
3783 $transaction->is_success(0);
3784 $transaction->error_message('fake failure');
3788 if ( $transaction->is_success() && $action2 ) {
3790 $cust_pay_pending->status('authorized');
3791 my $cpp_authorized_err = $cust_pay_pending->replace;
3792 return $cpp_authorized_err if $cpp_authorized_err;
3794 my $auth = $transaction->authorization;
3795 my $ordernum = $transaction->can('order_number')
3796 ? $transaction->order_number
3800 new Business::OnlinePayment( $processor, @bop_options );
3807 password => $password,
3808 order_number => $ordernum,
3810 authorization => $auth,
3811 description => $options{'description'},
3814 foreach my $field (qw( authorization_source_code returned_ACI
3815 transaction_identifier validation_code
3816 transaction_sequence_num local_transaction_date
3817 local_transaction_time AVS_result_code )) {
3818 $capture{$field} = $transaction->$field() if $transaction->can($field);
3821 $capture->content( %capture );
3825 unless ( $capture->is_success ) {
3826 my $e = "Authorization successful but capture failed, custnum #".
3827 $self->custnum. ': '. $capture->result_code.
3828 ": ". $capture->error_message;
3835 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3836 my $cpp_captured_err = $cust_pay_pending->replace;
3837 return $cpp_captured_err if $cpp_captured_err;
3840 # remove paycvv after initial transaction
3843 #false laziness w/misc/process/payment.cgi - check both to make sure working
3845 if ( defined $self->dbdef_table->column('paycvv')
3846 && length($self->paycvv)
3847 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3849 my $error = $self->remove_cvv;
3851 warn "WARNING: error removing cvv: $error\n";
3859 if ( $transaction->is_success() ) {
3862 if ( $payment_gateway ) { # agent override
3863 $paybatch = $payment_gateway->gatewaynum. '-';
3866 $paybatch .= "$processor:". $transaction->authorization;
3868 $paybatch .= ':'. $transaction->order_number
3869 if $transaction->can('order_number')
3870 && length($transaction->order_number);
3872 my $cust_pay = new FS::cust_pay ( {
3873 'custnum' => $self->custnum,
3874 'invnum' => $options{'invnum'},
3877 'payby' => $method2payby{$method},
3878 'payinfo' => $payinfo,
3879 'paybatch' => $paybatch,
3880 'paydate' => $paydate,
3882 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3883 $cust_pay->payunique( $options{payunique} )
3884 if defined($options{payunique}) && length($options{payunique});
3886 my $oldAutoCommit = $FS::UID::AutoCommit;
3887 local $FS::UID::AutoCommit = 0;
3890 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3892 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3895 $cust_pay->invnum(''); #try again with no specific invnum
3896 my $error2 = $cust_pay->insert( $options{'manual'} ?
3897 ( 'manual' => 1 ) : ()
3900 # gah. but at least we have a record of the state we had to abort in
3901 # from cust_pay_pending now.
3902 my $e = "WARNING: $method captured but payment not recorded - ".
3903 "error inserting payment ($processor): $error2".
3904 " (previously tried insert with invnum #$options{'invnum'}" .
3905 ": $error ) - pending payment saved as paypendingnum ".
3906 $cust_pay_pending->paypendingnum. "\n";
3912 if ( $options{'paynum_ref'} ) {
3913 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3916 $cust_pay_pending->status('done');
3917 $cust_pay_pending->statustext('captured');
3918 $cust_pay_pending->paynum($cust_pay->paynum);
3919 my $cpp_done_err = $cust_pay_pending->replace;
3921 if ( $cpp_done_err ) {
3923 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3924 my $e = "WARNING: $method captured but payment not recorded - ".
3925 "error updating status for paypendingnum ".
3926 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3932 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3933 return ''; #no error
3939 my $perror = "$processor error: ". $transaction->error_message;
3941 unless ( $transaction->error_message ) {
3944 if ( $transaction->can('response_page') ) {
3946 'page' => ( $transaction->can('response_page')
3947 ? $transaction->response_page
3950 'code' => ( $transaction->can('response_code')
3951 ? $transaction->response_code
3954 'headers' => ( $transaction->can('response_headers')
3955 ? $transaction->response_headers
3961 "No additional debugging information available for $processor";
3964 $perror .= "No error_message returned from $processor -- ".
3965 ( ref($t_response) ? Dumper($t_response) : $t_response );
3969 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3970 && $conf->exists('emaildecline')
3971 && grep { $_ ne 'POST' } $self->invoicing_list
3972 && ! grep { $transaction->error_message =~ /$_/ }
3973 $conf->config('emaildecline-exclude')
3975 my @templ = $conf->config('declinetemplate');
3976 my $template = new Text::Template (
3978 SOURCE => [ map "$_\n", @templ ],
3979 ) or return "($perror) can't create template: $Text::Template::ERROR";
3980 $template->compile()
3981 or return "($perror) can't compile template: $Text::Template::ERROR";
3983 my $templ_hash = { error => $transaction->error_message };
3985 my $error = send_email(
3986 'from' => $conf->config('invoice_from', $self->agentnum ),
3987 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3988 'subject' => 'Your payment could not be processed',
3989 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3992 $perror .= " (also received error sending decline notification: $error)"
3997 $cust_pay_pending->status('done');
3998 $cust_pay_pending->statustext("declined: $perror");
3999 my $cpp_done_err = $cust_pay_pending->replace;
4000 if ( $cpp_done_err ) {
4001 my $e = "WARNING: $method declined but pending payment not resolved - ".
4002 "error updating status for paypendingnum ".
4003 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
4005 $perror = "$e ($perror)";
4013 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
4015 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
4016 via a Business::OnlinePayment realtime gateway. See
4017 L<http://420.am/business-onlinepayment> for supported gateways.
4019 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4021 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4023 Most gateways require a reference to an original payment transaction to refund,
4024 so you probably need to specify a I<paynum>.
4026 I<amount> defaults to the original amount of the payment if not specified.
4028 I<reason> specifies a reason for the refund.
4030 I<paydate> specifies the expiration date for a credit card overriding the
4031 value from the customer record or the payment record. Specified as yyyy-mm-dd
4033 Implementation note: If I<amount> is unspecified or equal to the amount of the
4034 orignal payment, first an attempt is made to "void" the transaction via
4035 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4036 the normal attempt is made to "refund" ("credit") the transaction via the
4037 gateway is attempted.
4039 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4040 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4041 #if set, will override the value from the customer record.
4043 #If an I<invnum> is specified, this payment (if successful) is applied to the
4044 #specified invoice. If you don't specify an I<invnum> you might want to
4045 #call the B<apply_payments> method.
4049 #some false laziness w/realtime_bop, not enough to make it worth merging
4050 #but some useful small subs should be pulled out
4051 sub realtime_refund_bop {
4054 return $self->_new_realtime_refund_bop(@_)
4055 if $self->_new_bop_required();
4057 my( $method, %options ) = @_;
4059 warn "$me realtime_refund_bop: $method refund\n";
4060 warn " $_ => $options{$_}\n" foreach keys %options;
4063 eval "use Business::OnlinePayment";
4067 # look up the original payment and optionally a gateway for that payment
4071 my $amount = $options{'amount'};
4073 my( $processor, $login, $password, @bop_options ) ;
4074 my( $auth, $order_number ) = ( '', '', '' );
4076 if ( $options{'paynum'} ) {
4078 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4079 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4080 or return "Unknown paynum $options{'paynum'}";
4081 $amount ||= $cust_pay->paid;
4083 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4084 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4085 $cust_pay->paybatch;
4086 my $gatewaynum = '';
4087 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4089 if ( $gatewaynum ) { #gateway for the payment to be refunded
4091 my $payment_gateway =
4092 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4093 die "payment gateway $gatewaynum not found"
4094 unless $payment_gateway;
4096 $processor = $payment_gateway->gateway_module;
4097 $login = $payment_gateway->gateway_username;
4098 $password = $payment_gateway->gateway_password;
4099 @bop_options = $payment_gateway->options;
4101 } else { #try the default gateway
4103 my( $conf_processor, $unused_action );
4104 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4105 $self->default_payment_gateway($method);
4107 return "processor of payment $options{'paynum'} $processor does not".
4108 " match default processor $conf_processor"
4109 unless $processor eq $conf_processor;
4114 } else { # didn't specify a paynum, so look for agent gateway overrides
4115 # like a normal transaction
4118 if ( $method eq 'CC' ) {
4119 $cardtype = cardtype($self->payinfo);
4120 } elsif ( $method eq 'ECHECK' ) {
4123 $cardtype = $method;
4126 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4127 cardtype => $cardtype,
4129 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4131 taxclass => '', } );
4133 if ( $override ) { #use a payment gateway override
4135 my $payment_gateway = $override->payment_gateway;
4137 $processor = $payment_gateway->gateway_module;
4138 $login = $payment_gateway->gateway_username;
4139 $password = $payment_gateway->gateway_password;
4140 #$action = $payment_gateway->gateway_action;
4141 @bop_options = $payment_gateway->options;
4143 } else { #use the standard settings from the config
4146 ( $processor, $login, $password, $unused_action, @bop_options ) =
4147 $self->default_payment_gateway($method);
4152 return "neither amount nor paynum specified" unless $amount;
4157 'password' => $password,
4158 'order_number' => $order_number,
4159 'amount' => $amount,
4160 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4162 $content{authorization} = $auth
4163 if length($auth); #echeck/ACH transactions have an order # but no auth
4164 #(at least with authorize.net)
4166 my $disable_void_after;
4167 if ($conf->exists('disable_void_after')
4168 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4169 $disable_void_after = $1;
4172 #first try void if applicable
4173 if ( $cust_pay && $cust_pay->paid == $amount
4175 ( not defined($disable_void_after) )
4176 || ( time < ($cust_pay->_date + $disable_void_after ) )
4179 warn " attempting void\n" if $DEBUG > 1;
4180 my $void = new Business::OnlinePayment( $processor, @bop_options );
4181 $void->content( 'action' => 'void', %content );
4183 if ( $void->is_success ) {
4184 my $error = $cust_pay->void($options{'reason'});
4186 # gah, even with transactions.
4187 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4188 "error voiding payment: $error";
4192 warn " void successful\n" if $DEBUG > 1;
4197 warn " void unsuccessful, trying refund\n"
4201 my $address = $self->address1;
4202 $address .= ", ". $self->address2 if $self->address2;
4204 my($payname, $payfirst, $paylast);
4205 if ( $self->payname && $method ne 'ECHECK' ) {
4206 $payname = $self->payname;
4207 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4208 or return "Illegal payname $payname";
4209 ($payfirst, $paylast) = ($1, $2);
4211 $payfirst = $self->getfield('first');
4212 $paylast = $self->getfield('last');
4213 $payname = "$payfirst $paylast";
4216 my @invoicing_list = $self->invoicing_list_emailonly;
4217 if ( $conf->exists('emailinvoiceautoalways')
4218 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4219 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4220 push @invoicing_list, $self->all_emails;
4223 my $email = ($conf->exists('business-onlinepayment-email-override'))
4224 ? $conf->config('business-onlinepayment-email-override')
4225 : $invoicing_list[0];
4227 my $payip = exists($options{'payip'})
4230 $content{customer_ip} = $payip
4234 if ( $method eq 'CC' ) {
4237 $content{card_number} = $payinfo = $cust_pay->payinfo;
4238 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4239 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4240 ($content{expiration} = "$2/$1"); # where available
4242 $content{card_number} = $payinfo = $self->payinfo;
4243 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4244 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4245 $content{expiration} = "$2/$1";
4248 } elsif ( $method eq 'ECHECK' ) {
4251 $payinfo = $cust_pay->payinfo;
4253 $payinfo = $self->payinfo;
4255 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4256 $content{bank_name} = $self->payname;
4257 $content{account_type} = 'CHECKING';
4258 $content{account_name} = $payname;
4259 $content{customer_org} = $self->company ? 'B' : 'I';
4260 $content{customer_ssn} = $self->ss;
4261 } elsif ( $method eq 'LEC' ) {
4262 $content{phone} = $payinfo = $self->payinfo;
4266 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4267 my %sub_content = $refund->content(
4268 'action' => 'credit',
4269 'customer_id' => $self->custnum,
4270 'last_name' => $paylast,
4271 'first_name' => $payfirst,
4273 'address' => $address,
4274 'city' => $self->city,
4275 'state' => $self->state,
4276 'zip' => $self->zip,
4277 'country' => $self->country,
4279 'phone' => $self->daytime || $self->night,
4282 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4286 return "$processor error: ". $refund->error_message
4287 unless $refund->is_success();
4289 my %method2payby = (
4295 my $paybatch = "$processor:". $refund->authorization;
4296 $paybatch .= ':'. $refund->order_number
4297 if $refund->can('order_number') && $refund->order_number;
4299 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4300 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4301 last unless @cust_bill_pay;
4302 my $cust_bill_pay = pop @cust_bill_pay;
4303 my $error = $cust_bill_pay->delete;
4307 my $cust_refund = new FS::cust_refund ( {
4308 'custnum' => $self->custnum,
4309 'paynum' => $options{'paynum'},
4310 'refund' => $amount,
4312 'payby' => $method2payby{$method},
4313 'payinfo' => $payinfo,
4314 'paybatch' => $paybatch,
4315 'reason' => $options{'reason'} || 'card or ACH refund',
4317 my $error = $cust_refund->insert;
4319 $cust_refund->paynum(''); #try again with no specific paynum
4320 my $error2 = $cust_refund->insert;
4322 # gah, even with transactions.
4323 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4324 "error inserting refund ($processor): $error2".
4325 " (previously tried insert with paynum #$options{'paynum'}" .
4336 # does the configuration indicate the new bop routines are required?
4338 sub _new_bop_required {
4341 my $botpp = 'Business::OnlineThirdPartyPayment';
4344 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4345 scalar( grep { $_->gateway_namespace eq $botpp }
4346 qsearch( 'payment_gateway', { 'disabled' => '' } )
4355 =item realtime_collect [ OPTION => VALUE ... ]
4357 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4358 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4359 gateway. See L<http://420.am/business-onlinepayment> and
4360 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4362 On failure returns an error message.
4364 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4366 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4368 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4369 then it is deduced from the customer record.
4371 If no I<amount> is specified, then the customer balance is used.
4373 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4374 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4375 if set, will override the value from the customer record.
4377 I<description> is a free-text field passed to the gateway. It defaults to
4378 "Internet services".
4380 If an I<invnum> is specified, this payment (if successful) is applied to the
4381 specified invoice. If you don't specify an I<invnum> you might want to
4382 call the B<apply_payments> method.
4384 I<quiet> can be set true to surpress email decline notices.
4386 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4387 resulting paynum, if any.
4389 I<payunique> is a unique identifier for this payment.
4391 I<session_id> is a session identifier associated with this payment.
4393 I<depend_jobnum> allows payment capture to unlock export jobs
4397 sub realtime_collect {
4398 my( $self, %options ) = @_;
4401 warn "$me realtime_collect:\n";
4402 warn " $_ => $options{$_}\n" foreach keys %options;
4405 $options{amount} = $self->balance unless exists( $options{amount} );
4406 $options{method} = FS::payby->payby2bop($self->payby)
4407 unless exists( $options{method} );
4409 return $self->realtime_bop({%options});
4413 =item _realtime_bop { [ ARG => VALUE ... ] }
4415 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4416 via a Business::OnlinePayment realtime gateway. See
4417 L<http://420.am/business-onlinepayment> for supported gateways.
4419 Required arguments in the hashref are I<method>, and I<amount>
4421 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4423 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4425 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4426 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4427 if set, will override the value from the customer record.
4429 I<description> is a free-text field passed to the gateway. It defaults to
4430 "Internet services".
4432 If an I<invnum> is specified, this payment (if successful) is applied to the
4433 specified invoice. If you don't specify an I<invnum> you might want to
4434 call the B<apply_payments> method.
4436 I<quiet> can be set true to surpress email decline notices.
4438 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4439 resulting paynum, if any.
4441 I<payunique> is a unique identifier for this payment.
4443 I<session_id> is a session identifier associated with this payment.
4445 I<depend_jobnum> allows payment capture to unlock export jobs
4447 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4451 # some helper routines
4452 sub _payment_gateway {
4453 my ($self, $options) = @_;
4455 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4456 unless exists($options->{payment_gateway});
4458 $options->{payment_gateway};
4462 my ($self, $options) = @_;
4465 'login' => $options->{payment_gateway}->gateway_username,
4466 'password' => $options->{payment_gateway}->gateway_password,
4471 my ($self, $options) = @_;
4473 $options->{payment_gateway}->gatewaynum
4474 ? $options->{payment_gateway}->options
4475 : @{ $options->{payment_gateway}->get('options') };
4479 my ($self, $options) = @_;
4481 $options->{description} ||= 'Internet services';
4482 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4483 $options->{invnum} ||= '';
4484 $options->{payname} = $self->payname unless exists( $options->{payname} );
4488 my ($self, $options) = @_;
4491 $content{address} = exists($options->{'address1'})
4492 ? $options->{'address1'}
4494 my $address2 = exists($options->{'address2'})
4495 ? $options->{'address2'}
4497 $content{address} .= ", ". $address2 if length($address2);
4499 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4500 $content{customer_ip} = $payip if length($payip);
4502 $content{invoice_number} = $options->{'invnum'}
4503 if exists($options->{'invnum'}) && length($options->{'invnum'});
4505 $content{email_customer} =
4506 ( $conf->exists('business-onlinepayment-email_customer')
4507 || $conf->exists('business-onlinepayment-email-override') );
4509 $content{payfirst} = $self->getfield('first');
4510 $content{paylast} = $self->getfield('last');
4512 $content{account_name} = "$content{payfirst} $content{paylast}"
4513 if $options->{method} eq 'ECHECK';
4515 $content{name} = $options->{payname};
4516 $content{name} = $content{account_name} if exists($content{account_name});
4518 $content{city} = exists($options->{city})
4521 $content{state} = exists($options->{state})
4524 $content{zip} = exists($options->{zip})
4527 $content{country} = exists($options->{country})
4528 ? $options->{country}
4530 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4531 $content{phone} = $self->daytime || $self->night;
4536 my %bop_method2payby = (
4542 sub _new_realtime_bop {
4546 if (ref($_[0]) eq 'HASH') {
4547 %options = %{$_[0]};
4549 my ( $method, $amount ) = ( shift, shift );
4551 $options{method} = $method;
4552 $options{amount} = $amount;
4556 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4557 warn " $_ => $options{$_}\n" foreach keys %options;
4560 return $self->fake_bop(%options) if $options{'fake'};
4562 $self->_bop_defaults(\%options);
4568 my $payment_gateway = $self->_payment_gateway( \%options );
4569 my $namespace = $payment_gateway->gateway_namespace;
4571 eval "use $namespace";
4575 # check for banned credit card/ACH
4578 my $ban = qsearchs('banned_pay', {
4579 'payby' => $bop_method2payby{$options{method}},
4580 'payinfo' => md5_base64($options{payinfo}),
4582 return "Banned credit card" if $ban;
4588 my (%bop_content) = $self->_bop_content(\%options);
4590 if ( $options{method} ne 'ECHECK' ) {
4591 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4592 or return "Illegal payname $options{payname}";
4593 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
4596 my @invoicing_list = $self->invoicing_list_emailonly;
4597 if ( $conf->exists('emailinvoiceautoalways')
4598 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4599 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4600 push @invoicing_list, $self->all_emails;
4603 my $email = ($conf->exists('business-onlinepayment-email-override'))
4604 ? $conf->config('business-onlinepayment-email-override')
4605 : $invoicing_list[0];
4609 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4611 $content{card_number} = $options{payinfo};
4612 $paydate = exists($options{'paydate'})
4613 ? $options{'paydate'}
4615 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4616 $content{expiration} = "$2/$1";
4618 my $paycvv = exists($options{'paycvv'})
4619 ? $options{'paycvv'}
4621 $content{cvv2} = $paycvv
4624 my $paystart_month = exists($options{'paystart_month'})
4625 ? $options{'paystart_month'}
4626 : $self->paystart_month;
4628 my $paystart_year = exists($options{'paystart_year'})
4629 ? $options{'paystart_year'}
4630 : $self->paystart_year;
4632 $content{card_start} = "$paystart_month/$paystart_year"
4633 if $paystart_month && $paystart_year;
4635 my $payissue = exists($options{'payissue'})
4636 ? $options{'payissue'}
4638 $content{issue_number} = $payissue if $payissue;
4640 $content{recurring_billing} = 'YES'
4641 if qsearch('cust_pay', { 'custnum' => $self->custnum,
4643 'payinfo' => $options{payinfo},
4645 || qsearch('cust_pay', { 'custnum' => $self->custnum,
4647 'paymask' => $self->mask_payinfo('CARD', $options{payinfo}),
4651 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4652 ( $content{account_number}, $content{routing_code} ) =
4653 split('@', $options{payinfo});
4654 $content{bank_name} = $options{payname};
4655 $content{bank_state} = exists($options{'paystate'})
4656 ? $options{'paystate'}
4657 : $self->getfield('paystate');
4658 $content{account_type} = exists($options{'paytype'})
4659 ? uc($options{'paytype'}) || 'CHECKING'
4660 : uc($self->getfield('paytype')) || 'CHECKING';
4661 $content{customer_org} = $self->company ? 'B' : 'I';
4662 $content{state_id} = exists($options{'stateid'})
4663 ? $options{'stateid'}
4664 : $self->getfield('stateid');
4665 $content{state_id_state} = exists($options{'stateid_state'})
4666 ? $options{'stateid_state'}
4667 : $self->getfield('stateid_state');
4668 $content{customer_ssn} = exists($options{'ss'})
4671 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4672 $content{phone} = $options{payinfo};
4673 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4680 # run transaction(s)
4683 my $balance = exists( $options{'balance'} )
4684 ? $options{'balance'}
4687 $self->select_for_update; #mutex ... just until we get our pending record in
4689 #the checks here are intended to catch concurrent payments
4690 #double-form-submission prevention is taken care of in cust_pay_pending::check
4693 return "The customer's balance has changed; $options{method} transaction aborted."
4694 if $self->balance < $balance;
4695 #&& $self->balance < $options{amount}; #might as well anyway?
4697 #also check and make sure there aren't *other* pending payments for this cust
4699 my @pending = qsearch('cust_pay_pending', {
4700 'custnum' => $self->custnum,
4701 'status' => { op=>'!=', value=>'done' }
4703 return "A payment is already being processed for this customer (".
4704 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4705 "); $options{method} transaction aborted."
4706 if scalar(@pending);
4708 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4710 my $cust_pay_pending = new FS::cust_pay_pending {
4711 'custnum' => $self->custnum,
4712 #'invnum' => $options{'invnum'},
4713 'paid' => $options{amount},
4715 'payby' => $bop_method2payby{$options{method}},
4716 'payinfo' => $options{payinfo},
4717 'paydate' => $paydate,
4719 'gatewaynum' => $payment_gateway->gatewaynum || '',
4720 'session_id' => $options{session_id} || '',
4721 'jobnum' => $options{depend_jobnum} || '',
4723 $cust_pay_pending->payunique( $options{payunique} )
4724 if defined($options{payunique}) && length($options{payunique});
4725 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4726 return $cpp_new_err if $cpp_new_err;
4728 my( $action1, $action2 ) =
4729 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4731 my $transaction = new $namespace( $payment_gateway->gateway_module,
4732 $self->_bop_options(\%options),
4735 $transaction->content(
4736 'type' => $options{method},
4737 $self->_bop_auth(\%options),
4738 'action' => $action1,
4739 'description' => $options{'description'},
4740 'amount' => $options{amount},
4741 #'invoice_number' => $options{'invnum'},
4742 'customer_id' => $self->custnum,
4744 'reference' => $cust_pay_pending->paypendingnum, #for now
4749 $cust_pay_pending->status('pending');
4750 my $cpp_pending_err = $cust_pay_pending->replace;
4751 return $cpp_pending_err if $cpp_pending_err;
4754 my $BOP_TESTING = 0;
4755 my $BOP_TESTING_SUCCESS = 1;
4757 unless ( $BOP_TESTING ) {
4758 $transaction->submit();
4760 if ( $BOP_TESTING_SUCCESS ) {
4761 $transaction->is_success(1);
4762 $transaction->authorization('fake auth');
4764 $transaction->is_success(0);
4765 $transaction->error_message('fake failure');
4769 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4771 return { reference => $cust_pay_pending->paypendingnum,
4772 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4774 } elsif ( $transaction->is_success() && $action2 ) {
4776 $cust_pay_pending->status('authorized');
4777 my $cpp_authorized_err = $cust_pay_pending->replace;
4778 return $cpp_authorized_err if $cpp_authorized_err;
4780 my $auth = $transaction->authorization;
4781 my $ordernum = $transaction->can('order_number')
4782 ? $transaction->order_number
4786 new Business::OnlinePayment( $payment_gateway->gateway_module,
4787 $self->_bop_options(\%options),
4792 type => $options{method},
4794 $self->_bop_auth(\%options),
4795 order_number => $ordernum,
4796 amount => $options{amount},
4797 authorization => $auth,
4798 description => $options{'description'},
4801 foreach my $field (qw( authorization_source_code returned_ACI
4802 transaction_identifier validation_code
4803 transaction_sequence_num local_transaction_date
4804 local_transaction_time AVS_result_code )) {
4805 $capture{$field} = $transaction->$field() if $transaction->can($field);
4808 $capture->content( %capture );
4812 unless ( $capture->is_success ) {
4813 my $e = "Authorization successful but capture failed, custnum #".
4814 $self->custnum. ': '. $capture->result_code.
4815 ": ". $capture->error_message;
4823 # remove paycvv after initial transaction
4826 #false laziness w/misc/process/payment.cgi - check both to make sure working
4828 if ( defined $self->dbdef_table->column('paycvv')
4829 && length($self->paycvv)
4830 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4832 my $error = $self->remove_cvv;
4834 warn "WARNING: error removing cvv: $error\n";
4842 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4854 if (ref($_[0]) eq 'HASH') {
4855 %options = %{$_[0]};
4857 my ( $method, $amount ) = ( shift, shift );
4859 $options{method} = $method;
4860 $options{amount} = $amount;
4863 if ( $options{'fake_failure'} ) {
4864 return "Error: No error; test failure requested with fake_failure";
4868 #if ( $payment_gateway->gatewaynum ) { # agent override
4869 # $paybatch = $payment_gateway->gatewaynum. '-';
4872 #$paybatch .= "$processor:". $transaction->authorization;
4874 #$paybatch .= ':'. $transaction->order_number
4875 # if $transaction->can('order_number')
4876 # && length($transaction->order_number);
4878 my $paybatch = 'FakeProcessor:54:32';
4880 my $cust_pay = new FS::cust_pay ( {
4881 'custnum' => $self->custnum,
4882 'invnum' => $options{'invnum'},
4883 'paid' => $options{amount},
4885 'payby' => $bop_method2payby{$options{method}},
4886 #'payinfo' => $payinfo,
4887 'payinfo' => '4111111111111111',
4888 'paybatch' => $paybatch,
4889 #'paydate' => $paydate,
4890 'paydate' => '2012-05-01',
4892 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4894 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4897 $cust_pay->invnum(''); #try again with no specific invnum
4898 my $error2 = $cust_pay->insert( $options{'manual'} ?
4899 ( 'manual' => 1 ) : ()
4902 # gah, even with transactions.
4903 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4904 "error inserting (fake!) payment: $error2".
4905 " (previously tried insert with invnum #$options{'invnum'}" .
4912 if ( $options{'paynum_ref'} ) {
4913 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4916 return ''; #no error
4921 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4923 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4924 # phone bill transaction.
4926 sub _realtime_bop_result {
4927 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4929 warn "$me _realtime_bop_result: pending transaction ".
4930 $cust_pay_pending->paypendingnum. "\n";
4931 warn " $_ => $options{$_}\n" foreach keys %options;
4934 my $payment_gateway = $options{payment_gateway}
4935 or return "no payment gateway in arguments to _realtime_bop_result";
4937 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4938 my $cpp_captured_err = $cust_pay_pending->replace;
4939 return $cpp_captured_err if $cpp_captured_err;
4941 if ( $transaction->is_success() ) {
4944 if ( $payment_gateway->gatewaynum ) { # agent override
4945 $paybatch = $payment_gateway->gatewaynum. '-';
4948 $paybatch .= $payment_gateway->gateway_module. ":".
4949 $transaction->authorization;
4951 $paybatch .= ':'. $transaction->order_number
4952 if $transaction->can('order_number')
4953 && length($transaction->order_number);
4955 my $cust_pay = new FS::cust_pay ( {
4956 'custnum' => $self->custnum,
4957 'invnum' => $options{'invnum'},
4958 'paid' => $cust_pay_pending->paid,
4960 'payby' => $cust_pay_pending->payby,
4961 #'payinfo' => $payinfo,
4962 'paybatch' => $paybatch,
4963 'paydate' => $cust_pay_pending->paydate,
4965 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4966 $cust_pay->payunique( $options{payunique} )
4967 if defined($options{payunique}) && length($options{payunique});
4969 my $oldAutoCommit = $FS::UID::AutoCommit;
4970 local $FS::UID::AutoCommit = 0;
4973 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4975 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4978 $cust_pay->invnum(''); #try again with no specific invnum
4979 my $error2 = $cust_pay->insert( $options{'manual'} ?
4980 ( 'manual' => 1 ) : ()
4983 # gah. but at least we have a record of the state we had to abort in
4984 # from cust_pay_pending now.
4985 my $e = "WARNING: $options{method} captured but payment not recorded -".
4986 " error inserting payment (". $payment_gateway->gateway_module.
4988 " (previously tried insert with invnum #$options{'invnum'}" .
4989 ": $error ) - pending payment saved as paypendingnum ".
4990 $cust_pay_pending->paypendingnum. "\n";
4996 my $jobnum = $cust_pay_pending->jobnum;
4998 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5000 unless ( $placeholder ) {
5001 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5002 my $e = "WARNING: $options{method} captured but job $jobnum not ".
5003 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
5008 $error = $placeholder->delete;
5011 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5012 my $e = "WARNING: $options{method} captured but could not delete ".
5013 "job $jobnum for paypendingnum ".
5014 $cust_pay_pending->paypendingnum. ": $error\n";
5021 if ( $options{'paynum_ref'} ) {
5022 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5025 $cust_pay_pending->status('done');
5026 $cust_pay_pending->statustext('captured');
5027 $cust_pay_pending->paynum($cust_pay->paynum);
5028 my $cpp_done_err = $cust_pay_pending->replace;
5030 if ( $cpp_done_err ) {
5032 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5033 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5034 "error updating status for paypendingnum ".
5035 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5041 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5042 return ''; #no error
5048 my $perror = $payment_gateway->gateway_module. " error: ".
5049 $transaction->error_message;
5051 my $jobnum = $cust_pay_pending->jobnum;
5053 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5055 if ( $placeholder ) {
5056 my $error = $placeholder->depended_delete;
5057 $error ||= $placeholder->delete;
5058 warn "error removing provisioning jobs after declined paypendingnum ".
5059 $cust_pay_pending->paypendingnum. "\n";
5061 my $e = "error finding job $jobnum for declined paypendingnum ".
5062 $cust_pay_pending->paypendingnum. "\n";
5068 unless ( $transaction->error_message ) {
5071 if ( $transaction->can('response_page') ) {
5073 'page' => ( $transaction->can('response_page')
5074 ? $transaction->response_page
5077 'code' => ( $transaction->can('response_code')
5078 ? $transaction->response_code
5081 'headers' => ( $transaction->can('response_headers')
5082 ? $transaction->response_headers
5088 "No additional debugging information available for ".
5089 $payment_gateway->gateway_module;
5092 $perror .= "No error_message returned from ".
5093 $payment_gateway->gateway_module. " -- ".
5094 ( ref($t_response) ? Dumper($t_response) : $t_response );
5098 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5099 && $conf->exists('emaildecline')
5100 && grep { $_ ne 'POST' } $self->invoicing_list
5101 && ! grep { $transaction->error_message =~ /$_/ }
5102 $conf->config('emaildecline-exclude')
5104 my @templ = $conf->config('declinetemplate');
5105 my $template = new Text::Template (
5107 SOURCE => [ map "$_\n", @templ ],
5108 ) or return "($perror) can't create template: $Text::Template::ERROR";
5109 $template->compile()
5110 or return "($perror) can't compile template: $Text::Template::ERROR";
5112 my $templ_hash = { error => $transaction->error_message };
5114 my $error = send_email(
5115 'from' => $conf->config('invoice_from', $self->agentnum ),
5116 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5117 'subject' => 'Your payment could not be processed',
5118 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5121 $perror .= " (also received error sending decline notification: $error)"
5126 $cust_pay_pending->status('done');
5127 $cust_pay_pending->statustext("declined: $perror");
5128 my $cpp_done_err = $cust_pay_pending->replace;
5129 if ( $cpp_done_err ) {
5130 my $e = "WARNING: $options{method} declined but pending payment not ".
5131 "resolved - error updating status for paypendingnum ".
5132 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5134 $perror = "$e ($perror)";
5142 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5144 Verifies successful third party processing of a realtime credit card,
5145 ACH (electronic check) or phone bill transaction via a
5146 Business::OnlineThirdPartyPayment realtime gateway. See
5147 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5149 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5151 The additional options I<payname>, I<city>, I<state>,
5152 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5153 if set, will override the value from the customer record.
5155 I<description> is a free-text field passed to the gateway. It defaults to
5156 "Internet services".
5158 If an I<invnum> is specified, this payment (if successful) is applied to the
5159 specified invoice. If you don't specify an I<invnum> you might want to
5160 call the B<apply_payments> method.
5162 I<quiet> can be set true to surpress email decline notices.
5164 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5165 resulting paynum, if any.
5167 I<payunique> is a unique identifier for this payment.
5169 Returns a hashref containing elements bill_error (which will be undefined
5170 upon success) and session_id of any associated session.
5174 sub realtime_botpp_capture {
5175 my( $self, $cust_pay_pending, %options ) = @_;
5177 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5178 warn " $_ => $options{$_}\n" foreach keys %options;
5181 eval "use Business::OnlineThirdPartyPayment";
5185 # select the gateway
5188 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5190 my $payment_gateway = $cust_pay_pending->gatewaynum
5191 ? qsearchs( 'payment_gateway',
5192 { gatewaynum => $cust_pay_pending->gatewaynum }
5194 : $self->agent->payment_gateway( 'method' => $method,
5195 # 'invnum' => $cust_pay_pending->invnum,
5196 # 'payinfo' => $cust_pay_pending->payinfo,
5199 $options{payment_gateway} = $payment_gateway; # for the helper subs
5205 my @invoicing_list = $self->invoicing_list_emailonly;
5206 if ( $conf->exists('emailinvoiceautoalways')
5207 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5208 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5209 push @invoicing_list, $self->all_emails;
5212 my $email = ($conf->exists('business-onlinepayment-email-override'))
5213 ? $conf->config('business-onlinepayment-email-override')
5214 : $invoicing_list[0];
5218 $content{email_customer} =
5219 ( $conf->exists('business-onlinepayment-email_customer')
5220 || $conf->exists('business-onlinepayment-email-override') );
5223 # run transaction(s)
5227 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5228 $self->_bop_options(\%options),
5231 $transaction->reference({ %options });
5233 $transaction->content(
5235 $self->_bop_auth(\%options),
5236 'action' => 'Post Authorization',
5237 'description' => $options{'description'},
5238 'amount' => $cust_pay_pending->paid,
5239 #'invoice_number' => $options{'invnum'},
5240 'customer_id' => $self->custnum,
5241 'referer' => 'http://cleanwhisker.420.am/',
5242 'reference' => $cust_pay_pending->paypendingnum,
5244 'phone' => $self->daytime || $self->night,
5246 # plus whatever is required for bogus capture avoidance
5249 $transaction->submit();
5252 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5255 bill_error => $error,
5256 session_id => $cust_pay_pending->session_id,
5261 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5265 sub default_payment_gateway {
5266 my( $self, $method ) = @_;
5268 die "Real-time processing not enabled\n"
5269 unless $conf->exists('business-onlinepayment');
5271 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5274 my $bop_config = 'business-onlinepayment';
5275 $bop_config .= '-ach'
5276 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5277 my ( $processor, $login, $password, $action, @bop_options ) =
5278 $conf->config($bop_config);
5279 $action ||= 'normal authorization';
5280 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5281 die "No real-time processor is enabled - ".
5282 "did you set the business-onlinepayment configuration value?\n"
5285 ( $processor, $login, $password, $action, @bop_options )
5290 Removes the I<paycvv> field from the database directly.
5292 If there is an error, returns the error, otherwise returns false.
5298 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5299 or return dbh->errstr;
5300 $sth->execute($self->custnum)
5301 or return $sth->errstr;
5306 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5308 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5309 via a Business::OnlinePayment realtime gateway. See
5310 L<http://420.am/business-onlinepayment> for supported gateways.
5312 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5314 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5316 Most gateways require a reference to an original payment transaction to refund,
5317 so you probably need to specify a I<paynum>.
5319 I<amount> defaults to the original amount of the payment if not specified.
5321 I<reason> specifies a reason for the refund.
5323 I<paydate> specifies the expiration date for a credit card overriding the
5324 value from the customer record or the payment record. Specified as yyyy-mm-dd
5326 Implementation note: If I<amount> is unspecified or equal to the amount of the
5327 orignal payment, first an attempt is made to "void" the transaction via
5328 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5329 the normal attempt is made to "refund" ("credit") the transaction via the
5330 gateway is attempted.
5332 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5333 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5334 #if set, will override the value from the customer record.
5336 #If an I<invnum> is specified, this payment (if successful) is applied to the
5337 #specified invoice. If you don't specify an I<invnum> you might want to
5338 #call the B<apply_payments> method.
5342 #some false laziness w/realtime_bop, not enough to make it worth merging
5343 #but some useful small subs should be pulled out
5344 sub _new_realtime_refund_bop {
5348 if (ref($_[0]) ne 'HASH') {
5349 %options = %{$_[0]};
5353 $options{method} = $method;
5357 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5358 warn " $_ => $options{$_}\n" foreach keys %options;
5362 # look up the original payment and optionally a gateway for that payment
5366 my $amount = $options{'amount'};
5368 my( $processor, $login, $password, @bop_options, $namespace ) ;
5369 my( $auth, $order_number ) = ( '', '', '' );
5371 if ( $options{'paynum'} ) {
5373 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5374 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5375 or return "Unknown paynum $options{'paynum'}";
5376 $amount ||= $cust_pay->paid;
5378 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5379 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5380 $cust_pay->paybatch;
5381 my $gatewaynum = '';
5382 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5384 if ( $gatewaynum ) { #gateway for the payment to be refunded
5386 my $payment_gateway =
5387 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5388 die "payment gateway $gatewaynum not found"
5389 unless $payment_gateway;
5391 $processor = $payment_gateway->gateway_module;
5392 $login = $payment_gateway->gateway_username;
5393 $password = $payment_gateway->gateway_password;
5394 $namespace = $payment_gateway->gateway_namespace;
5395 @bop_options = $payment_gateway->options;
5397 } else { #try the default gateway
5400 my $payment_gateway =
5401 $self->agent->payment_gateway('method' => $options{method});
5403 ( $conf_processor, $login, $password, $namespace ) =
5404 map { my $method = "gateway_$_"; $payment_gateway->$method }
5405 qw( module username password namespace );
5407 @bop_options = $payment_gateway->gatewaynum
5408 ? $payment_gateway->options
5409 : @{ $payment_gateway->get('options') };
5411 return "processor of payment $options{'paynum'} $processor does not".
5412 " match default processor $conf_processor"
5413 unless $processor eq $conf_processor;
5418 } else { # didn't specify a paynum, so look for agent gateway overrides
5419 # like a normal transaction
5421 my $payment_gateway =
5422 $self->agent->payment_gateway( 'method' => $options{method},
5423 #'payinfo' => $payinfo,
5425 my( $processor, $login, $password, $namespace ) =
5426 map { my $method = "gateway_$_"; $payment_gateway->$method }
5427 qw( module username password namespace );
5429 my @bop_options = $payment_gateway->gatewaynum
5430 ? $payment_gateway->options
5431 : @{ $payment_gateway->get('options') };
5434 return "neither amount nor paynum specified" unless $amount;
5436 eval "use $namespace";
5440 'type' => $options{method},
5442 'password' => $password,
5443 'order_number' => $order_number,
5444 'amount' => $amount,
5445 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5447 $content{authorization} = $auth
5448 if length($auth); #echeck/ACH transactions have an order # but no auth
5449 #(at least with authorize.net)
5451 my $disable_void_after;
5452 if ($conf->exists('disable_void_after')
5453 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5454 $disable_void_after = $1;
5457 #first try void if applicable
5458 if ( $cust_pay && $cust_pay->paid == $amount
5460 ( not defined($disable_void_after) )
5461 || ( time < ($cust_pay->_date + $disable_void_after ) )
5464 warn " attempting void\n" if $DEBUG > 1;
5465 my $void = new Business::OnlinePayment( $processor, @bop_options );
5466 $void->content( 'action' => 'void', %content );
5468 if ( $void->is_success ) {
5469 my $error = $cust_pay->void($options{'reason'});
5471 # gah, even with transactions.
5472 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5473 "error voiding payment: $error";
5477 warn " void successful\n" if $DEBUG > 1;
5482 warn " void unsuccessful, trying refund\n"
5486 my $address = $self->address1;
5487 $address .= ", ". $self->address2 if $self->address2;
5489 my($payname, $payfirst, $paylast);
5490 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5491 $payname = $self->payname;
5492 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5493 or return "Illegal payname $payname";
5494 ($payfirst, $paylast) = ($1, $2);
5496 $payfirst = $self->getfield('first');
5497 $paylast = $self->getfield('last');
5498 $payname = "$payfirst $paylast";
5501 my @invoicing_list = $self->invoicing_list_emailonly;
5502 if ( $conf->exists('emailinvoiceautoalways')
5503 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5504 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5505 push @invoicing_list, $self->all_emails;
5508 my $email = ($conf->exists('business-onlinepayment-email-override'))
5509 ? $conf->config('business-onlinepayment-email-override')
5510 : $invoicing_list[0];
5512 my $payip = exists($options{'payip'})
5515 $content{customer_ip} = $payip
5519 if ( $options{method} eq 'CC' ) {
5522 $content{card_number} = $payinfo = $cust_pay->payinfo;
5523 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5524 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5525 ($content{expiration} = "$2/$1"); # where available
5527 $content{card_number} = $payinfo = $self->payinfo;
5528 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5529 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5530 $content{expiration} = "$2/$1";
5533 } elsif ( $options{method} eq 'ECHECK' ) {
5536 $payinfo = $cust_pay->payinfo;
5538 $payinfo = $self->payinfo;
5540 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5541 $content{bank_name} = $self->payname;
5542 $content{account_type} = 'CHECKING';
5543 $content{account_name} = $payname;
5544 $content{customer_org} = $self->company ? 'B' : 'I';
5545 $content{customer_ssn} = $self->ss;
5546 } elsif ( $options{method} eq 'LEC' ) {
5547 $content{phone} = $payinfo = $self->payinfo;
5551 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5552 my %sub_content = $refund->content(
5553 'action' => 'credit',
5554 'customer_id' => $self->custnum,
5555 'last_name' => $paylast,
5556 'first_name' => $payfirst,
5558 'address' => $address,
5559 'city' => $self->city,
5560 'state' => $self->state,
5561 'zip' => $self->zip,
5562 'country' => $self->country,
5564 'phone' => $self->daytime || $self->night,
5567 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5571 return "$processor error: ". $refund->error_message
5572 unless $refund->is_success();
5574 my $paybatch = "$processor:". $refund->authorization;
5575 $paybatch .= ':'. $refund->order_number
5576 if $refund->can('order_number') && $refund->order_number;
5578 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5579 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5580 last unless @cust_bill_pay;
5581 my $cust_bill_pay = pop @cust_bill_pay;
5582 my $error = $cust_bill_pay->delete;
5586 my $cust_refund = new FS::cust_refund ( {
5587 'custnum' => $self->custnum,
5588 'paynum' => $options{'paynum'},
5589 'refund' => $amount,
5591 'payby' => $bop_method2payby{$options{method}},
5592 'payinfo' => $payinfo,
5593 'paybatch' => $paybatch,
5594 'reason' => $options{'reason'} || 'card or ACH refund',
5596 my $error = $cust_refund->insert;
5598 $cust_refund->paynum(''); #try again with no specific paynum
5599 my $error2 = $cust_refund->insert;
5601 # gah, even with transactions.
5602 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5603 "error inserting refund ($processor): $error2".
5604 " (previously tried insert with paynum #$options{'paynum'}" .
5615 =item batch_card OPTION => VALUE...
5617 Adds a payment for this invoice to the pending credit card batch (see
5618 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5619 runs the payment using a realtime gateway.
5624 my ($self, %options) = @_;
5627 if (exists($options{amount})) {
5628 $amount = $options{amount};
5630 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5632 return '' unless $amount > 0;
5634 my $invnum = delete $options{invnum};
5635 my $payby = $options{invnum} || $self->payby; #dubious
5637 if ($options{'realtime'}) {
5638 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5644 my $oldAutoCommit = $FS::UID::AutoCommit;
5645 local $FS::UID::AutoCommit = 0;
5648 #this needs to handle mysql as well as Pg, like svc_acct.pm
5649 #(make it into a common function if folks need to do batching with mysql)
5650 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5651 or return "Cannot lock pay_batch: " . $dbh->errstr;
5655 'payby' => FS::payby->payby2payment($payby),
5658 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5660 unless ( $pay_batch ) {
5661 $pay_batch = new FS::pay_batch \%pay_batch;
5662 my $error = $pay_batch->insert;
5664 $dbh->rollback if $oldAutoCommit;
5665 die "error creating new batch: $error\n";
5669 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5670 'batchnum' => $pay_batch->batchnum,
5671 'custnum' => $self->custnum,
5674 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5676 $options{$_} = '' unless exists($options{$_});
5679 my $cust_pay_batch = new FS::cust_pay_batch ( {
5680 'batchnum' => $pay_batch->batchnum,
5681 'invnum' => $invnum || 0, # is there a better value?
5682 # this field should be
5684 # cust_bill_pay_batch now
5685 'custnum' => $self->custnum,
5686 'last' => $self->getfield('last'),
5687 'first' => $self->getfield('first'),
5688 'address1' => $options{address1} || $self->address1,
5689 'address2' => $options{address2} || $self->address2,
5690 'city' => $options{city} || $self->city,
5691 'state' => $options{state} || $self->state,
5692 'zip' => $options{zip} || $self->zip,
5693 'country' => $options{country} || $self->country,
5694 'payby' => $options{payby} || $self->payby,
5695 'payinfo' => $options{payinfo} || $self->payinfo,
5696 'exp' => $options{paydate} || $self->paydate,
5697 'payname' => $options{payname} || $self->payname,
5698 'amount' => $amount, # consolidating
5701 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5702 if $old_cust_pay_batch;
5705 if ($old_cust_pay_batch) {
5706 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5708 $error = $cust_pay_batch->insert;
5712 $dbh->rollback if $oldAutoCommit;
5716 my $unapplied = $self->total_unapplied_credits
5717 + $self->total_unapplied_payments
5718 + $self->in_transit_payments;
5719 foreach my $cust_bill ($self->open_cust_bill) {
5720 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5721 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5722 'invnum' => $cust_bill->invnum,
5723 'paybatchnum' => $cust_pay_batch->paybatchnum,
5724 'amount' => $cust_bill->owed,
5727 if ($unapplied >= $cust_bill_pay_batch->amount){
5728 $unapplied -= $cust_bill_pay_batch->amount;
5731 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5732 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5734 $error = $cust_bill_pay_batch->insert;
5736 $dbh->rollback if $oldAutoCommit;
5741 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5745 =item apply_payments_and_credits
5747 Applies unapplied payments and credits.
5749 In most cases, this new method should be used in place of sequential
5750 apply_payments and apply_credits methods.
5752 If there is an error, returns the error, otherwise returns false.
5756 sub apply_payments_and_credits {
5759 local $SIG{HUP} = 'IGNORE';
5760 local $SIG{INT} = 'IGNORE';
5761 local $SIG{QUIT} = 'IGNORE';
5762 local $SIG{TERM} = 'IGNORE';
5763 local $SIG{TSTP} = 'IGNORE';
5764 local $SIG{PIPE} = 'IGNORE';
5766 my $oldAutoCommit = $FS::UID::AutoCommit;
5767 local $FS::UID::AutoCommit = 0;
5770 $self->select_for_update; #mutex
5772 foreach my $cust_bill ( $self->open_cust_bill ) {
5773 my $error = $cust_bill->apply_payments_and_credits;
5775 $dbh->rollback if $oldAutoCommit;
5776 return "Error applying: $error";
5780 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5785 =item apply_credits OPTION => VALUE ...
5787 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5788 to outstanding invoice balances in chronological order (or reverse
5789 chronological order if the I<order> option is set to B<newest>) and returns the
5790 value of any remaining unapplied credits available for refund (see
5791 L<FS::cust_refund>).
5793 Dies if there is an error.
5801 local $SIG{HUP} = 'IGNORE';
5802 local $SIG{INT} = 'IGNORE';
5803 local $SIG{QUIT} = 'IGNORE';
5804 local $SIG{TERM} = 'IGNORE';
5805 local $SIG{TSTP} = 'IGNORE';
5806 local $SIG{PIPE} = 'IGNORE';
5808 my $oldAutoCommit = $FS::UID::AutoCommit;
5809 local $FS::UID::AutoCommit = 0;
5812 $self->select_for_update; #mutex
5814 unless ( $self->total_unapplied_credits ) {
5815 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5819 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5820 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5822 my @invoices = $self->open_cust_bill;
5823 @invoices = sort { $b->_date <=> $a->_date } @invoices
5824 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5827 foreach my $cust_bill ( @invoices ) {
5830 if ( !defined($credit) || $credit->credited == 0) {
5831 $credit = pop @credits or last;
5834 if ($cust_bill->owed >= $credit->credited) {
5835 $amount=$credit->credited;
5837 $amount=$cust_bill->owed;
5840 my $cust_credit_bill = new FS::cust_credit_bill ( {
5841 'crednum' => $credit->crednum,
5842 'invnum' => $cust_bill->invnum,
5843 'amount' => $amount,
5845 my $error = $cust_credit_bill->insert;
5847 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5851 redo if ($cust_bill->owed > 0);
5855 my $total_unapplied_credits = $self->total_unapplied_credits;
5857 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5859 return $total_unapplied_credits;
5862 =item apply_payments
5864 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5865 to outstanding invoice balances in chronological order.
5867 #and returns the value of any remaining unapplied payments.
5869 Dies if there is an error.
5873 sub apply_payments {
5876 local $SIG{HUP} = 'IGNORE';
5877 local $SIG{INT} = 'IGNORE';
5878 local $SIG{QUIT} = 'IGNORE';
5879 local $SIG{TERM} = 'IGNORE';
5880 local $SIG{TSTP} = 'IGNORE';
5881 local $SIG{PIPE} = 'IGNORE';
5883 my $oldAutoCommit = $FS::UID::AutoCommit;
5884 local $FS::UID::AutoCommit = 0;
5887 $self->select_for_update; #mutex
5891 my @payments = sort { $b->_date <=> $a->_date }
5892 grep { $_->unapplied > 0 }
5895 my @invoices = sort { $a->_date <=> $b->_date}
5896 grep { $_->owed > 0 }
5901 foreach my $cust_bill ( @invoices ) {
5904 if ( !defined($payment) || $payment->unapplied == 0 ) {
5905 $payment = pop @payments or last;
5908 if ( $cust_bill->owed >= $payment->unapplied ) {
5909 $amount = $payment->unapplied;
5911 $amount = $cust_bill->owed;
5914 my $cust_bill_pay = new FS::cust_bill_pay ( {
5915 'paynum' => $payment->paynum,
5916 'invnum' => $cust_bill->invnum,
5917 'amount' => $amount,
5919 my $error = $cust_bill_pay->insert;
5921 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5925 redo if ( $cust_bill->owed > 0);
5929 my $total_unapplied_payments = $self->total_unapplied_payments;
5931 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5933 return $total_unapplied_payments;
5938 Returns the total owed for this customer on all invoices
5939 (see L<FS::cust_bill/owed>).
5945 $self->total_owed_date(2145859200); #12/31/2037
5948 =item total_owed_date TIME
5950 Returns the total owed for this customer on all invoices with date earlier than
5951 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5952 see L<Time::Local> and L<Date::Parse> for conversion functions.
5956 sub total_owed_date {
5960 foreach my $cust_bill (
5961 grep { $_->_date <= $time }
5962 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5964 $total_bill += $cust_bill->owed;
5966 sprintf( "%.2f", $total_bill );
5971 Returns the total amount of all payments.
5978 $total += $_->paid foreach $self->cust_pay;
5979 sprintf( "%.2f", $total );
5982 =item total_unapplied_credits
5984 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5985 customer. See L<FS::cust_credit/credited>.
5987 =item total_credited
5989 Old name for total_unapplied_credits. Don't use.
5993 sub total_credited {
5994 #carp "total_credited deprecated, use total_unapplied_credits";
5995 shift->total_unapplied_credits(@_);
5998 sub total_unapplied_credits {
6000 my $total_credit = 0;
6001 $total_credit += $_->credited foreach $self->cust_credit;
6002 sprintf( "%.2f", $total_credit );
6005 =item total_unapplied_payments
6007 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
6008 See L<FS::cust_pay/unapplied>.
6012 sub total_unapplied_payments {
6014 my $total_unapplied = 0;
6015 $total_unapplied += $_->unapplied foreach $self->cust_pay;
6016 sprintf( "%.2f", $total_unapplied );
6019 =item total_unapplied_refunds
6021 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6022 customer. See L<FS::cust_refund/unapplied>.
6026 sub total_unapplied_refunds {
6028 my $total_unapplied = 0;
6029 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6030 sprintf( "%.2f", $total_unapplied );
6035 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6036 total_unapplied_credits minus total_unapplied_payments).
6044 + $self->total_unapplied_refunds
6045 - $self->total_unapplied_credits
6046 - $self->total_unapplied_payments
6050 =item balance_date TIME
6052 Returns the balance for this customer, only considering invoices with date
6053 earlier than TIME (total_owed_date minus total_credited minus
6054 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6055 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6064 $self->total_owed_date($time)
6065 + $self->total_unapplied_refunds
6066 - $self->total_unapplied_credits
6067 - $self->total_unapplied_payments
6071 =item in_transit_payments
6073 Returns the total of requests for payments for this customer pending in
6074 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6078 sub in_transit_payments {
6080 my $in_transit_payments = 0;
6081 foreach my $pay_batch ( qsearch('pay_batch', {
6084 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6085 'batchnum' => $pay_batch->batchnum,
6086 'custnum' => $self->custnum,
6088 $in_transit_payments += $cust_pay_batch->amount;
6091 sprintf( "%.2f", $in_transit_payments );
6096 Returns a hash of useful information for making a payment.
6106 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6107 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6108 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6112 For credit card transactions:
6124 For electronic check transactions:
6139 $return{balance} = $self->balance;
6141 $return{payname} = $self->payname
6142 || ( $self->first. ' '. $self->get('last') );
6144 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6146 $return{payby} = $self->payby;
6147 $return{stateid_state} = $self->stateid_state;
6149 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6150 $return{card_type} = cardtype($self->payinfo);
6151 $return{payinfo} = $self->paymask;
6153 @return{'month', 'year'} = $self->paydate_monthyear;
6157 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6158 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6159 $return{payinfo1} = $payinfo1;
6160 $return{payinfo2} = $payinfo2;
6161 $return{paytype} = $self->paytype;
6162 $return{paystate} = $self->paystate;
6166 #doubleclick protection
6168 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6174 =item paydate_monthyear
6176 Returns a two-element list consisting of the month and year of this customer's
6177 paydate (credit card expiration date for CARD customers)
6181 sub paydate_monthyear {
6183 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6185 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6192 =item invoicing_list [ ARRAYREF ]
6194 If an arguement is given, sets these email addresses as invoice recipients
6195 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6196 (except as warnings), so use check_invoicing_list first.
6198 Returns a list of email addresses (with svcnum entries expanded).
6200 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6201 check it without disturbing anything by passing nothing.
6203 This interface may change in the future.
6207 sub invoicing_list {
6208 my( $self, $arrayref ) = @_;
6211 my @cust_main_invoice;
6212 if ( $self->custnum ) {
6213 @cust_main_invoice =
6214 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6216 @cust_main_invoice = ();
6218 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6219 #warn $cust_main_invoice->destnum;
6220 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6221 #warn $cust_main_invoice->destnum;
6222 my $error = $cust_main_invoice->delete;
6223 warn $error if $error;
6226 if ( $self->custnum ) {
6227 @cust_main_invoice =
6228 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6230 @cust_main_invoice = ();
6232 my %seen = map { $_->address => 1 } @cust_main_invoice;
6233 foreach my $address ( @{$arrayref} ) {
6234 next if exists $seen{$address} && $seen{$address};
6235 $seen{$address} = 1;
6236 my $cust_main_invoice = new FS::cust_main_invoice ( {
6237 'custnum' => $self->custnum,
6240 my $error = $cust_main_invoice->insert;
6241 warn $error if $error;
6245 if ( $self->custnum ) {
6247 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6254 =item check_invoicing_list ARRAYREF
6256 Checks these arguements as valid input for the invoicing_list method. If there
6257 is an error, returns the error, otherwise returns false.
6261 sub check_invoicing_list {
6262 my( $self, $arrayref ) = @_;
6264 foreach my $address ( @$arrayref ) {
6266 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6267 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6270 my $cust_main_invoice = new FS::cust_main_invoice ( {
6271 'custnum' => $self->custnum,
6274 my $error = $self->custnum
6275 ? $cust_main_invoice->check
6276 : $cust_main_invoice->checkdest
6278 return $error if $error;
6282 return "Email address required"
6283 if $conf->exists('cust_main-require_invoicing_list_email')
6284 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6289 =item set_default_invoicing_list
6291 Sets the invoicing list to all accounts associated with this customer,
6292 overwriting any previous invoicing list.
6296 sub set_default_invoicing_list {
6298 $self->invoicing_list($self->all_emails);
6303 Returns the email addresses of all accounts provisioned for this customer.
6310 foreach my $cust_pkg ( $self->all_pkgs ) {
6311 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6313 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6314 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6316 $list{$_}=1 foreach map { $_->email } @svc_acct;
6321 =item invoicing_list_addpost
6323 Adds postal invoicing to this customer. If this customer is already configured
6324 to receive postal invoices, does nothing.
6328 sub invoicing_list_addpost {
6330 return if grep { $_ eq 'POST' } $self->invoicing_list;
6331 my @invoicing_list = $self->invoicing_list;
6332 push @invoicing_list, 'POST';
6333 $self->invoicing_list(\@invoicing_list);
6336 =item invoicing_list_emailonly
6338 Returns the list of email invoice recipients (invoicing_list without non-email
6339 destinations such as POST and FAX).
6343 sub invoicing_list_emailonly {
6345 warn "$me invoicing_list_emailonly called"
6347 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6350 =item invoicing_list_emailonly_scalar
6352 Returns the list of email invoice recipients (invoicing_list without non-email
6353 destinations such as POST and FAX) as a comma-separated scalar.
6357 sub invoicing_list_emailonly_scalar {
6359 warn "$me invoicing_list_emailonly_scalar called"
6361 join(', ', $self->invoicing_list_emailonly);
6364 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6366 Returns an array of customers referred by this customer (referral_custnum set
6367 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6368 customers referred by customers referred by this customer and so on, inclusive.
6369 The default behavior is DEPTH 1 (no recursion).
6373 sub referral_cust_main {
6375 my $depth = @_ ? shift : 1;
6376 my $exclude = @_ ? shift : {};
6379 map { $exclude->{$_->custnum}++; $_; }
6380 grep { ! $exclude->{ $_->custnum } }
6381 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6385 map { $_->referral_cust_main($depth-1, $exclude) }
6392 =item referral_cust_main_ncancelled
6394 Same as referral_cust_main, except only returns customers with uncancelled
6399 sub referral_cust_main_ncancelled {
6401 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6404 =item referral_cust_pkg [ DEPTH ]
6406 Like referral_cust_main, except returns a flat list of all unsuspended (and
6407 uncancelled) packages for each customer. The number of items in this list may
6408 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6412 sub referral_cust_pkg {
6414 my $depth = @_ ? shift : 1;
6416 map { $_->unsuspended_pkgs }
6417 grep { $_->unsuspended_pkgs }
6418 $self->referral_cust_main($depth);
6421 =item referring_cust_main
6423 Returns the single cust_main record for the customer who referred this customer
6424 (referral_custnum), or false.
6428 sub referring_cust_main {
6430 return '' unless $self->referral_custnum;
6431 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6434 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6436 Applies a credit to this customer. If there is an error, returns the error,
6437 otherwise returns false.
6439 REASON can be a text string, an FS::reason object, or a scalar reference to
6440 a reasonnum. If a text string, it will be automatically inserted as a new
6441 reason, and a 'reason_type' option must be passed to indicate the
6442 FS::reason_type for the new reason.
6444 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6446 Any other options are passed to FS::cust_credit::insert.
6451 my( $self, $amount, $reason, %options ) = @_;
6453 my $cust_credit = new FS::cust_credit {
6454 'custnum' => $self->custnum,
6455 'amount' => $amount,
6458 if ( ref($reason) ) {
6460 if ( ref($reason) eq 'SCALAR' ) {
6461 $cust_credit->reasonnum( $$reason );
6463 $cust_credit->reasonnum( $reason->reasonnum );
6467 $cust_credit->set('reason', $reason)
6470 $cust_credit->addlinfo( delete $options{'addlinfo'} )
6471 if exists($options{'addlinfo'});
6473 $cust_credit->insert(%options);
6477 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6479 Creates a one-time charge for this customer. If there is an error, returns
6480 the error, otherwise returns false.
6486 my ( $amount, $quantity, $pkg, $comment, $classnum, $additional );
6487 my ( $setuptax, $taxclass ); #internal taxes
6488 my ( $taxproduct, $override ); #vendor (CCH) taxes
6489 if ( ref( $_[0] ) ) {
6490 $amount = $_[0]->{amount};
6491 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6492 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6493 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6494 : '$'. sprintf("%.2f",$amount);
6495 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6496 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6497 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6498 $additional = $_[0]->{additional};
6499 $taxproduct = $_[0]->{taxproductnum};
6500 $override = { '' => $_[0]->{tax_override} };
6504 $pkg = @_ ? shift : 'One-time charge';
6505 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6507 $taxclass = @_ ? shift : '';
6511 local $SIG{HUP} = 'IGNORE';
6512 local $SIG{INT} = 'IGNORE';
6513 local $SIG{QUIT} = 'IGNORE';
6514 local $SIG{TERM} = 'IGNORE';
6515 local $SIG{TSTP} = 'IGNORE';
6516 local $SIG{PIPE} = 'IGNORE';
6518 my $oldAutoCommit = $FS::UID::AutoCommit;
6519 local $FS::UID::AutoCommit = 0;
6522 my $part_pkg = new FS::part_pkg ( {
6524 'comment' => $comment,
6528 'classnum' => $classnum ? $classnum : '',
6529 'setuptax' => $setuptax,
6530 'taxclass' => $taxclass,
6531 'taxproductnum' => $taxproduct,
6534 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6535 ( 0 .. @$additional - 1 )
6537 'additional_count' => scalar(@$additional),
6538 'setup_fee' => $amount,
6541 my $error = $part_pkg->insert( options => \%options,
6542 tax_overrides => $override,
6545 $dbh->rollback if $oldAutoCommit;
6549 my $pkgpart = $part_pkg->pkgpart;
6550 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6551 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6552 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6553 $error = $type_pkgs->insert;
6555 $dbh->rollback if $oldAutoCommit;
6560 my $cust_pkg = new FS::cust_pkg ( {
6561 'custnum' => $self->custnum,
6562 'pkgpart' => $pkgpart,
6563 'quantity' => $quantity,
6566 $error = $cust_pkg->insert;
6568 $dbh->rollback if $oldAutoCommit;
6572 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6577 #=item charge_postal_fee
6579 #Applies a one time charge this customer. If there is an error,
6580 #returns the error, returns the cust_pkg charge object or false
6581 #if there was no charge.
6585 # This should be a customer event. For that to work requires that bill
6586 # also be a customer event.
6588 sub charge_postal_fee {
6591 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6592 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6594 my $cust_pkg = new FS::cust_pkg ( {
6595 'custnum' => $self->custnum,
6596 'pkgpart' => $pkgpart,
6600 my $error = $cust_pkg->insert;
6601 $error ? $error : $cust_pkg;
6606 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6612 sort { $a->_date <=> $b->_date }
6613 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6616 =item open_cust_bill
6618 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6623 sub open_cust_bill {
6625 grep { $_->owed > 0 } $self->cust_bill;
6630 Returns all the credits (see L<FS::cust_credit>) for this customer.
6636 sort { $a->_date <=> $b->_date }
6637 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6642 Returns all the payments (see L<FS::cust_pay>) for this customer.
6648 sort { $a->_date <=> $b->_date }
6649 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6654 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6660 sort { $a->_date <=> $b->_date }
6661 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6664 =item cust_pay_batch
6666 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6670 sub cust_pay_batch {
6672 sort { $a->_date <=> $b->_date }
6673 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6676 =item cust_pay_pending
6678 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6679 (without status "done").
6683 sub cust_pay_pending {
6685 return $self->num_cust_pay_pending unless wantarray;
6686 sort { $a->_date <=> $b->_date }
6687 qsearch( 'cust_pay_pending', {
6688 'custnum' => $self->custnum,
6689 'status' => { op=>'!=', value=>'done' },
6694 =item num_cust_pay_pending
6696 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6697 customer (without status "done"). Also called automatically when the
6698 cust_pay_pending method is used in a scalar context.
6702 sub num_cust_pay_pending {
6704 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6705 " WHERE custnum = ? AND status != 'done' ";
6706 my $sth = dbh->prepare($sql) or die dbh->errstr;
6707 $sth->execute($self->custnum) or die $sth->errstr;
6708 $sth->fetchrow_arrayref->[0];
6713 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6719 sort { $a->_date <=> $b->_date }
6720 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6723 =item display_custnum
6725 Returns the displayed customer number for this customer: agent_custid if
6726 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6730 sub display_custnum {
6732 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6733 return $self->agent_custid;
6735 return $self->custnum;
6741 Returns a name string for this customer, either "Company (Last, First)" or
6748 my $name = $self->contact;
6749 $name = $self->company. " ($name)" if $self->company;
6755 Returns a name string for this (service/shipping) contact, either
6756 "Company (Last, First)" or "Last, First".
6762 if ( $self->get('ship_last') ) {
6763 my $name = $self->ship_contact;
6764 $name = $self->ship_company. " ($name)" if $self->ship_company;
6773 Returns a name string for this customer, either "Company" or "First Last".
6779 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
6782 =item ship_name_short
6784 Returns a name string for this (service/shipping) contact, either "Company"
6789 sub ship_name_short {
6791 if ( $self->get('ship_last') ) {
6792 $self->ship_company !~ /^\s*$/
6793 ? $self->ship_company
6794 : $self->ship_contact_firstlast;
6796 $self->name_company_or_firstlast;
6802 Returns this customer's full (billing) contact name only, "Last, First"
6808 $self->get('last'). ', '. $self->first;
6813 Returns this customer's full (shipping) contact name only, "Last, First"
6819 $self->get('ship_last')
6820 ? $self->get('ship_last'). ', '. $self->ship_first
6824 =item contact_firstlast
6826 Returns this customers full (billing) contact name only, "First Last".
6830 sub contact_firstlast {
6832 $self->first. ' '. $self->get('last');
6835 =item ship_contact_firstlast
6837 Returns this customer's full (shipping) contact name only, "First Last".
6841 sub ship_contact_firstlast {
6843 $self->get('ship_last')
6844 ? $self->first. ' '. $self->get('ship_last')
6845 : $self->contact_firstlast;
6850 Returns this customer's full country name
6856 code2country($self->country);
6859 =item geocode DATA_VENDOR
6861 Returns a value for the customer location as encoded by DATA_VENDOR.
6862 Currently this only makes sense for "CCH" as DATA_VENDOR.
6867 my ($self, $data_vendor) = (shift, shift); #always cch for now
6869 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
6870 return $geocode if $geocode;
6872 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
6876 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
6877 if $self->country eq 'US';
6879 #CCH specific location stuff
6880 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
6882 my @cust_tax_location =
6884 'table' => 'cust_tax_location',
6885 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
6886 'extra_sql' => $extra_sql,
6887 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
6890 $geocode = $cust_tax_location[0]->geocode
6891 if scalar(@cust_tax_location);
6900 Returns a status string for this customer, currently:
6904 =item prospect - No packages have ever been ordered
6906 =item active - One or more recurring packages is active
6908 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
6910 =item suspended - All non-cancelled recurring packages are suspended
6912 =item cancelled - All recurring packages are cancelled
6918 sub status { shift->cust_status(@_); }
6922 for my $status (qw( prospect active inactive suspended cancelled )) {
6923 my $method = $status.'_sql';
6924 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
6925 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
6926 $sth->execute( ($self->custnum) x $numnum )
6927 or die "Error executing 'SELECT $sql': ". $sth->errstr;
6928 return $status if $sth->fetchrow_arrayref->[0];
6932 =item ucfirst_cust_status
6934 =item ucfirst_status
6936 Returns the status with the first character capitalized.
6940 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
6942 sub ucfirst_cust_status {
6944 ucfirst($self->cust_status);
6949 Returns a hex triplet color string for this customer's status.
6953 use vars qw(%statuscolor);
6954 tie %statuscolor, 'Tie::IxHash',
6955 'prospect' => '7e0079', #'000000', #black? naw, purple
6956 'active' => '00CC00', #green
6957 'inactive' => '0000CC', #blue
6958 'suspended' => 'FF9900', #yellow
6959 'cancelled' => 'FF0000', #red
6962 sub statuscolor { shift->cust_statuscolor(@_); }
6964 sub cust_statuscolor {
6966 $statuscolor{$self->cust_status};
6971 Returns an array of hashes representing the customer's RT tickets.
6978 my $num = $conf->config('cust_main-max_tickets') || 10;
6981 if ( $conf->config('ticket_system') ) {
6982 unless ( $conf->config('ticket_system-custom_priority_field') ) {
6984 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
6988 foreach my $priority (
6989 $conf->config('ticket_system-custom_priority_field-values'), ''
6991 last if scalar(@tickets) >= $num;
6993 @{ FS::TicketSystem->customer_tickets( $self->custnum,
6994 $num - scalar(@tickets),
7004 # Return services representing svc_accts in customer support packages
7005 sub support_services {
7007 my %packages = map { $_ => 1 } $conf->config('support_packages');
7009 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
7010 grep { $_->part_svc->svcdb eq 'svc_acct' }
7011 map { $_->cust_svc }
7012 grep { exists $packages{ $_->pkgpart } }
7013 $self->ncancelled_pkgs;
7019 =head1 CLASS METHODS
7025 Class method that returns the list of possible status strings for customers
7026 (see L<the status method|/status>). For example:
7028 @statuses = FS::cust_main->statuses();
7033 #my $self = shift; #could be class...
7039 Returns an SQL expression identifying prospective cust_main records (customers
7040 with no packages ever ordered)
7044 use vars qw($select_count_pkgs);
7045 $select_count_pkgs =
7046 "SELECT COUNT(*) FROM cust_pkg
7047 WHERE cust_pkg.custnum = cust_main.custnum";
7049 sub select_count_pkgs_sql {
7053 sub prospect_sql { "
7054 0 = ( $select_count_pkgs )
7059 Returns an SQL expression identifying active cust_main records (customers with
7060 active recurring packages).
7065 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7071 Returns an SQL expression identifying inactive cust_main records (customers with
7072 no active recurring packages, but otherwise unsuspended/uncancelled).
7076 sub inactive_sql { "
7077 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7079 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7085 Returns an SQL expression identifying suspended cust_main records.
7090 sub suspended_sql { susp_sql(@_); }
7092 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7094 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7100 Returns an SQL expression identifying cancelled cust_main records.
7104 sub cancelled_sql { cancel_sql(@_); }
7107 my $recurring_sql = FS::cust_pkg->recurring_sql;
7108 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7111 0 < ( $select_count_pkgs )
7112 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7113 AND 0 = ( $select_count_pkgs AND $recurring_sql
7114 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7116 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7122 =item uncancelled_sql
7124 Returns an SQL expression identifying un-cancelled cust_main records.
7128 sub uncancelled_sql { uncancel_sql(@_); }
7129 sub uncancel_sql { "
7130 ( 0 < ( $select_count_pkgs
7131 AND ( cust_pkg.cancel IS NULL
7132 OR cust_pkg.cancel = 0
7135 OR 0 = ( $select_count_pkgs )
7141 Returns an SQL fragment to retreive the balance.
7146 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7147 WHERE cust_bill.custnum = cust_main.custnum )
7148 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7149 WHERE cust_pay.custnum = cust_main.custnum )
7150 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7151 WHERE cust_credit.custnum = cust_main.custnum )
7152 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7153 WHERE cust_refund.custnum = cust_main.custnum )
7156 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7158 Returns an SQL fragment to retreive the balance for this customer, only
7159 considering invoices with date earlier than START_TIME, and optionally not
7160 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7161 total_unapplied_payments).
7163 Times are specified as SQL fragments or numeric
7164 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7165 L<Date::Parse> for conversion functions. The empty string can be passed
7166 to disable that time constraint completely.
7168 Available options are:
7172 =item unapplied_date
7174 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)
7179 set to true to remove all customer comparison clauses, for totals
7184 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7189 JOIN clause (typically used with the total option)
7195 sub balance_date_sql {
7196 my( $class, $start, $end, %opt ) = @_;
7198 my $owed = FS::cust_bill->owed_sql;
7199 my $unapp_refund = FS::cust_refund->unapplied_sql;
7200 my $unapp_credit = FS::cust_credit->unapplied_sql;
7201 my $unapp_pay = FS::cust_pay->unapplied_sql;
7203 my $j = $opt{'join'} || '';
7205 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7206 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7207 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7208 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7210 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7211 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7212 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7213 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7218 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7220 Helper method for balance_date_sql; name (and usage) subject to change
7221 (suggestions welcome).
7223 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7224 cust_refund, cust_credit or cust_pay).
7226 If TABLE is "cust_bill" or the unapplied_date option is true, only
7227 considers records with date earlier than START_TIME, and optionally not
7228 later than END_TIME .
7232 sub _money_table_where {
7233 my( $class, $table, $start, $end, %opt ) = @_;
7236 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7237 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7238 push @where, "$table._date <= $start" if defined($start) && length($start);
7239 push @where, "$table._date > $end" if defined($end) && length($end);
7241 push @where, @{$opt{'where'}} if $opt{'where'};
7242 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7248 =item search_sql HASHREF
7252 Returns a qsearch hash expression to search for parameters specified in HREF.
7253 Valid parameters are
7261 =item cancelled_pkgs
7267 listref of start date, end date
7273 =item current_balance
7275 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7279 =item flattened_pkgs
7288 my ($class, $params) = @_;
7299 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7301 "cust_main.agentnum = $1";
7308 #prospect active inactive suspended cancelled
7309 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7310 my $method = $params->{'status'}. '_sql';
7311 #push @where, $class->$method();
7312 push @where, FS::cust_main->$method();
7316 # parse cancelled package checkbox
7321 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7322 unless $params->{'cancelled_pkgs'};
7328 foreach my $field (qw( signupdate )) {
7330 next unless exists($params->{$field});
7332 my($beginning, $ending) = @{$params->{$field}};
7335 "cust_main.$field IS NOT NULL",
7336 "cust_main.$field >= $beginning",
7337 "cust_main.$field <= $ending";
7339 $orderby ||= "ORDER BY cust_main.$field";
7347 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7349 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
7356 #my $balance_sql = $class->balance_sql();
7357 my $balance_sql = FS::cust_main->balance_sql();
7359 push @where, map { s/current_balance/$balance_sql/; $_ }
7360 @{ $params->{'current_balance'} };
7366 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7368 "cust_main.custbatch = '$1'";
7372 # setup queries, subs, etc. for the search
7375 $orderby ||= 'ORDER BY custnum';
7377 # here is the agent virtualization
7378 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7380 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7382 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7384 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7386 my $select = join(', ',
7387 'cust_main.custnum',
7388 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7391 my(@extra_headers) = ();
7392 my(@extra_fields) = ();
7394 if ($params->{'flattened_pkgs'}) {
7396 if ($dbh->{Driver}->{Name} eq 'Pg') {
7398 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7400 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7401 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7402 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7404 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7405 "omitting packing information from report.";
7408 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7410 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7411 $sth->execute() or die $sth->errstr;
7412 my $headerrow = $sth->fetchrow_arrayref;
7413 my $headercount = $headerrow ? $headerrow->[0] : 0;
7414 while($headercount) {
7415 unshift @extra_headers, "Package ". $headercount;
7416 unshift @extra_fields, eval q!sub {my $c = shift;
7417 my @a = split '\|', $c->magic;
7418 my $p = $a[!.--$headercount. q!];
7426 'table' => 'cust_main',
7427 'select' => $select,
7429 'extra_sql' => $extra_sql,
7430 'order_by' => $orderby,
7431 'count_query' => $count_query,
7432 'extra_headers' => \@extra_headers,
7433 'extra_fields' => \@extra_fields,
7438 =item email_search_sql HASHREF
7442 Emails a notice to the specified customers.
7444 Valid parameters are those of the L<search_sql> method, plus the following:
7466 Optional job queue job for status updates.
7470 Returns an error message, or false for success.
7472 If an error occurs during any email, stops the enture send and returns that
7473 error. Presumably if you're getting SMTP errors aborting is better than
7474 retrying everything.
7478 sub email_search_sql {
7479 my($class, $params) = @_;
7481 my $from = delete $params->{from};
7482 my $subject = delete $params->{subject};
7483 my $html_body = delete $params->{html_body};
7484 my $text_body = delete $params->{text_body};
7486 my $job = delete $params->{'job'};
7488 my $sql_query = $class->search_sql($params);
7490 my $count_query = delete($sql_query->{'count_query'});
7491 my $count_sth = dbh->prepare($count_query)
7492 or die "Error preparing $count_query: ". dbh->errstr;
7494 or die "Error executing $count_query: ". $count_sth->errstr;
7495 my $count_arrayref = $count_sth->fetchrow_arrayref;
7496 my $num_cust = $count_arrayref->[0];
7498 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7499 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7502 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7504 #eventually order+limit magic to reduce memory use?
7505 foreach my $cust_main ( qsearch($sql_query) ) {
7507 my $to = $cust_main->invoicing_list_emailonly_scalar;
7510 my $error = send_email(
7514 'subject' => $subject,
7515 'html_body' => $html_body,
7516 'text_body' => $text_body,
7519 return $error if $error;
7521 if ( $job ) { #progressbar foo
7523 if ( time - $min_sec > $last ) {
7524 my $error = $job->update_statustext(
7525 int( 100 * $num / $num_cust )
7527 die $error if $error;
7537 use Storable qw(thaw);
7540 sub process_email_search_sql {
7542 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7544 my $param = thaw(decode_base64(shift));
7545 warn Dumper($param) if $DEBUG;
7547 $param->{'job'} = $job;
7549 my $error = FS::cust_main->email_search_sql( $param );
7550 die $error if $error;
7554 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7556 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7557 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
7558 appropriate ship_ field is also searched).
7560 Additional options are the same as FS::Record::qsearch
7565 my( $self, $fuzzy, $hash, @opt) = @_;
7570 check_and_rebuild_fuzzyfiles();
7571 foreach my $field ( keys %$fuzzy ) {
7573 my $all = $self->all_X($field);
7574 next unless scalar(@$all);
7577 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7580 foreach ( keys %match ) {
7581 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7582 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7585 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7588 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7590 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7598 Returns a masked version of the named field
7603 my ($self,$field) = @_;
7607 'x'x(length($self->getfield($field))-4).
7608 substr($self->getfield($field), (length($self->getfield($field))-4));
7618 =item smart_search OPTION => VALUE ...
7620 Accepts the following options: I<search>, the string to search for. The string
7621 will be searched for as a customer number, phone number, name or company name,
7622 as an exact, or, in some cases, a substring or fuzzy match (see the source code
7623 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
7624 skip fuzzy matching when an exact match is found.
7626 Any additional options are treated as an additional qualifier on the search
7629 Returns a (possibly empty) array of FS::cust_main objects.
7636 #here is the agent virtualization
7637 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7641 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
7642 my $search = delete $options{'search'};
7643 ( my $alphanum_search = $search ) =~ s/\W//g;
7645 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
7647 #false laziness w/Record::ut_phone
7648 my $phonen = "$1-$2-$3";
7649 $phonen .= " x$4" if $4;
7651 push @cust_main, qsearch( {
7652 'table' => 'cust_main',
7653 'hashref' => { %options },
7654 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7656 join(' OR ', map "$_ = '$phonen'",
7657 qw( daytime night fax
7658 ship_daytime ship_night ship_fax )
7661 " AND $agentnums_sql", #agent virtualization
7664 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
7665 #try looking for matches with extensions unless one was specified
7667 push @cust_main, qsearch( {
7668 'table' => 'cust_main',
7669 'hashref' => { %options },
7670 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7672 join(' OR ', map "$_ LIKE '$phonen\%'",
7674 ship_daytime ship_night )
7677 " AND $agentnums_sql", #agent virtualization
7682 # custnum search (also try agent_custid), with some tweaking options if your
7683 # legacy cust "numbers" have letters
7686 if ( $search =~ /^\s*(\d+)\s*$/
7687 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
7688 && $search =~ /^\s*(\w\w?\d+)\s*$/
7695 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
7696 push @cust_main, qsearch( {
7697 'table' => 'cust_main',
7698 'hashref' => { 'custnum' => $num, %options },
7699 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7703 push @cust_main, qsearch( {
7704 'table' => 'cust_main',
7705 'hashref' => { 'agent_custid' => $num, %options },
7706 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7709 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
7711 my($company, $last, $first) = ( $1, $2, $3 );
7713 # "Company (Last, First)"
7714 #this is probably something a browser remembered,
7715 #so just do an exact search
7717 foreach my $prefix ( '', 'ship_' ) {
7718 push @cust_main, qsearch( {
7719 'table' => 'cust_main',
7720 'hashref' => { $prefix.'first' => $first,
7721 $prefix.'last' => $last,
7722 $prefix.'company' => $company,
7725 'extra_sql' => " AND $agentnums_sql",
7729 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
7730 # try (ship_){last,company}
7734 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
7735 # # full strings the browser remembers won't work
7736 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
7738 use Lingua::EN::NameParse;
7739 my $NameParse = new Lingua::EN::NameParse(
7741 allow_reversed => 1,
7744 my($last, $first) = ( '', '' );
7745 #maybe disable this too and just rely on NameParse?
7746 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
7748 ($last, $first) = ( $1, $2 );
7750 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
7751 } elsif ( ! $NameParse->parse($value) ) {
7753 my %name = $NameParse->components;
7754 $first = $name{'given_name_1'};
7755 $last = $name{'surname_1'};
7759 if ( $first && $last ) {
7761 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
7764 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7766 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
7767 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
7770 push @cust_main, qsearch( {
7771 'table' => 'cust_main',
7772 'hashref' => \%options,
7773 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7776 # or it just be something that was typed in... (try that in a sec)
7780 my $q_value = dbh->quote($value);
7783 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7784 $sql .= " ( LOWER(last) = $q_value
7785 OR LOWER(company) = $q_value
7786 OR LOWER(ship_last) = $q_value
7787 OR LOWER(ship_company) = $q_value
7790 push @cust_main, qsearch( {
7791 'table' => 'cust_main',
7792 'hashref' => \%options,
7793 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7796 #no exact match, trying substring/fuzzy
7797 #always do substring & fuzzy (unless they're explicity config'ed off)
7798 #getting complaints searches are not returning enough
7799 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
7801 #still some false laziness w/search_sql (was search/cust_main.cgi)
7806 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
7807 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
7810 if ( $first && $last ) {
7813 { 'first' => { op=>'ILIKE', value=>"%$first%" },
7814 'last' => { op=>'ILIKE', value=>"%$last%" },
7816 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
7817 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
7824 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
7825 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
7829 foreach my $hashref ( @hashrefs ) {
7831 push @cust_main, qsearch( {
7832 'table' => 'cust_main',
7833 'hashref' => { %$hashref,
7836 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
7845 " AND $agentnums_sql", #extra_sql #agent virtualization
7848 if ( $first && $last ) {
7849 push @cust_main, FS::cust_main->fuzzy_search(
7850 { 'last' => $last, #fuzzy hashref
7851 'first' => $first }, #
7855 foreach my $field ( 'last', 'company' ) {
7857 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
7862 #eliminate duplicates
7864 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7874 Accepts the following options: I<email>, the email address to search for. The
7875 email address will be searched for as an email invoice destination and as an
7878 #Any additional options are treated as an additional qualifier on the search
7879 #(i.e. I<agentnum>).
7881 Returns a (possibly empty) array of FS::cust_main objects (but usually just
7891 my $email = delete $options{'email'};
7893 #we're only being used by RT at the moment... no agent virtualization yet
7894 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7898 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
7900 my ( $user, $domain ) = ( $1, $2 );
7902 warn "$me smart_search: searching for $user in domain $domain"
7908 'table' => 'cust_main_invoice',
7909 'hashref' => { 'dest' => $email },
7916 map $_->cust_svc->cust_pkg,
7918 'table' => 'svc_acct',
7919 'hashref' => { 'username' => $user, },
7921 'AND ( SELECT domain FROM svc_domain
7922 WHERE svc_acct.domsvc = svc_domain.svcnum
7923 ) = '. dbh->quote($domain),
7929 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7931 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
7938 =item check_and_rebuild_fuzzyfiles
7942 use vars qw(@fuzzyfields);
7943 @fuzzyfields = ( 'last', 'first', 'company' );
7945 sub check_and_rebuild_fuzzyfiles {
7946 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7947 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
7950 =item rebuild_fuzzyfiles
7954 sub rebuild_fuzzyfiles {
7956 use Fcntl qw(:flock);
7958 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7959 mkdir $dir, 0700 unless -d $dir;
7961 foreach my $fuzzy ( @fuzzyfields ) {
7963 open(LOCK,">>$dir/cust_main.$fuzzy")
7964 or die "can't open $dir/cust_main.$fuzzy: $!";
7966 or die "can't lock $dir/cust_main.$fuzzy: $!";
7968 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
7969 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
7971 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
7972 my $sth = dbh->prepare("SELECT $field FROM cust_main".
7973 " WHERE $field != '' AND $field IS NOT NULL");
7974 $sth->execute or die $sth->errstr;
7976 while ( my $row = $sth->fetchrow_arrayref ) {
7977 print CACHE $row->[0]. "\n";
7982 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
7984 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
7995 my( $self, $field ) = @_;
7996 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7997 open(CACHE,"<$dir/cust_main.$field")
7998 or die "can't open $dir/cust_main.$field: $!";
7999 my @array = map { chomp; $_; } <CACHE>;
8004 =item append_fuzzyfiles LASTNAME COMPANY
8008 sub append_fuzzyfiles {
8009 #my( $first, $last, $company ) = @_;
8011 &check_and_rebuild_fuzzyfiles;
8013 use Fcntl qw(:flock);
8015 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
8017 foreach my $field (qw( first last company )) {
8022 open(CACHE,">>$dir/cust_main.$field")
8023 or die "can't open $dir/cust_main.$field: $!";
8024 flock(CACHE,LOCK_EX)
8025 or die "can't lock $dir/cust_main.$field: $!";
8027 print CACHE "$value\n";
8029 flock(CACHE,LOCK_UN)
8030 or die "can't unlock $dir/cust_main.$field: $!";
8045 #warn join('-',keys %$param);
8046 my $fh = $param->{filehandle};
8047 my @fields = @{$param->{fields}};
8049 eval "use Text::CSV_XS;";
8052 my $csv = new Text::CSV_XS;
8059 local $SIG{HUP} = 'IGNORE';
8060 local $SIG{INT} = 'IGNORE';
8061 local $SIG{QUIT} = 'IGNORE';
8062 local $SIG{TERM} = 'IGNORE';
8063 local $SIG{TSTP} = 'IGNORE';
8064 local $SIG{PIPE} = 'IGNORE';
8066 my $oldAutoCommit = $FS::UID::AutoCommit;
8067 local $FS::UID::AutoCommit = 0;
8070 #while ( $columns = $csv->getline($fh) ) {
8072 while ( defined($line=<$fh>) ) {
8074 $csv->parse($line) or do {
8075 $dbh->rollback if $oldAutoCommit;
8076 return "can't parse: ". $csv->error_input();
8079 my @columns = $csv->fields();
8080 #warn join('-',@columns);
8083 foreach my $field ( @fields ) {
8084 $row{$field} = shift @columns;
8087 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8088 unless ( $cust_main ) {
8089 $dbh->rollback if $oldAutoCommit;
8090 return "unknown custnum $row{'custnum'}";
8093 if ( $row{'amount'} > 0 ) {
8094 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8096 $dbh->rollback if $oldAutoCommit;
8100 } elsif ( $row{'amount'} < 0 ) {
8101 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8104 $dbh->rollback if $oldAutoCommit;
8114 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8116 return "Empty file!" unless $imported;
8122 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8124 Sends a templated email notification to the customer (see L<Text::Template>).
8126 OPTIONS is a hash and may include
8128 I<from> - the email sender (default is invoice_from)
8130 I<to> - comma-separated scalar or arrayref of recipients
8131 (default is invoicing_list)
8133 I<subject> - The subject line of the sent email notification
8134 (default is "Notice from company_name")
8136 I<extra_fields> - a hashref of name/value pairs which will be substituted
8139 The following variables are vavailable in the template.
8141 I<$first> - the customer first name
8142 I<$last> - the customer last name
8143 I<$company> - the customer company
8144 I<$payby> - a description of the method of payment for the customer
8145 # would be nice to use FS::payby::shortname
8146 I<$payinfo> - the account information used to collect for this customer
8147 I<$expdate> - the expiration of the customer payment in seconds from epoch
8152 my ($self, $template, %options) = @_;
8154 return unless $conf->exists($template);
8156 my $from = $conf->config('invoice_from', $self->agentnum)
8157 if $conf->exists('invoice_from', $self->agentnum);
8158 $from = $options{from} if exists($options{from});
8160 my $to = join(',', $self->invoicing_list_emailonly);
8161 $to = $options{to} if exists($options{to});
8163 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8164 if $conf->exists('company_name', $self->agentnum);
8165 $subject = $options{subject} if exists($options{subject});
8167 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8168 SOURCE => [ map "$_\n",
8169 $conf->config($template)]
8171 or die "can't create new Text::Template object: Text::Template::ERROR";
8172 $notify_template->compile()
8173 or die "can't compile template: Text::Template::ERROR";
8175 $FS::notify_template::_template::company_name =
8176 $conf->config('company_name', $self->agentnum);
8177 $FS::notify_template::_template::company_address =
8178 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8180 my $paydate = $self->paydate || '2037-12-31';
8181 $FS::notify_template::_template::first = $self->first;
8182 $FS::notify_template::_template::last = $self->last;
8183 $FS::notify_template::_template::company = $self->company;
8184 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8185 my $payby = $self->payby;
8186 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8187 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8189 #credit cards expire at the end of the month/year of their exp date
8190 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8191 $FS::notify_template::_template::payby = 'credit card';
8192 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8193 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8195 }elsif ($payby eq 'COMP') {
8196 $FS::notify_template::_template::payby = 'complimentary account';
8198 $FS::notify_template::_template::payby = 'current method';
8200 $FS::notify_template::_template::expdate = $expire_time;
8202 for (keys %{$options{extra_fields}}){
8204 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8207 send_email(from => $from,
8209 subject => $subject,
8210 body => $notify_template->fill_in( PACKAGE =>
8211 'FS::notify_template::_template' ),
8216 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8218 Generates a templated notification to the customer (see L<Text::Template>).
8220 OPTIONS is a hash and may include
8222 I<extra_fields> - a hashref of name/value pairs which will be substituted
8223 into the template. These values may override values mentioned below
8224 and those from the customer record.
8226 The following variables are available in the template instead of or in addition
8227 to the fields of the customer record.
8229 I<$payby> - a description of the method of payment for the customer
8230 # would be nice to use FS::payby::shortname
8231 I<$payinfo> - the masked account information used to collect for this customer
8232 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8233 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8237 sub generate_letter {
8238 my ($self, $template, %options) = @_;
8240 return unless $conf->exists($template);
8242 my $letter_template = new Text::Template
8244 SOURCE => [ map "$_\n", $conf->config($template)],
8245 DELIMITERS => [ '[@--', '--@]' ],
8247 or die "can't create new Text::Template object: Text::Template::ERROR";
8249 $letter_template->compile()
8250 or die "can't compile template: Text::Template::ERROR";
8252 my %letter_data = map { $_ => $self->$_ } $self->fields;
8253 $letter_data{payinfo} = $self->mask_payinfo;
8255 #my $paydate = $self->paydate || '2037-12-31';
8256 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8258 my $payby = $self->payby;
8259 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8260 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8262 #credit cards expire at the end of the month/year of their exp date
8263 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8264 $letter_data{payby} = 'credit card';
8265 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8266 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8268 }elsif ($payby eq 'COMP') {
8269 $letter_data{payby} = 'complimentary account';
8271 $letter_data{payby} = 'current method';
8273 $letter_data{expdate} = $expire_time;
8275 for (keys %{$options{extra_fields}}){
8276 $letter_data{$_} = $options{extra_fields}->{$_};
8279 unless(exists($letter_data{returnaddress})){
8280 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8281 $self->agent_template)
8283 if ( length($retadd) ) {
8284 $letter_data{returnaddress} = $retadd;
8285 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8286 $letter_data{returnaddress} =
8287 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8288 $conf->config('company_address', $self->agentnum)
8291 $letter_data{returnaddress} = '~';
8295 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8297 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8299 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8300 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8304 ) or die "can't open temp file: $!\n";
8306 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8308 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8312 =item print_ps TEMPLATE
8314 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8320 my $file = $self->generate_letter(@_);
8321 FS::Misc::generate_ps($file);
8324 =item print TEMPLATE
8326 Prints the filled in template.
8328 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8332 sub queueable_print {
8335 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8336 or die "invalid customer number: " . $opt{custvnum};
8338 my $error = $self->print( $opt{template} );
8339 die $error if $error;
8343 my ($self, $template) = (shift, shift);
8344 do_print [ $self->print_ps($template) ];
8347 #these three subs should just go away once agent stuff is all config overrides
8349 sub agent_template {
8351 $self->_agent_plandata('agent_templatename');
8354 sub agent_invoice_from {
8356 $self->_agent_plandata('agent_invoice_from');
8359 sub _agent_plandata {
8360 my( $self, $option ) = @_;
8362 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8363 #agent-specific Conf
8365 use FS::part_event::Condition;
8367 my $agentnum = $self->agentnum;
8370 if ( driver_name =~ /^Pg/i ) {
8372 } elsif ( driver_name =~ /^mysql/i ) {
8375 die "don't know how to use regular expressions in ". driver_name. " databases";
8378 my $part_event_option =
8380 'select' => 'part_event_option.*',
8381 'table' => 'part_event_option',
8383 LEFT JOIN part_event USING ( eventpart )
8384 LEFT JOIN part_event_option AS peo_agentnum
8385 ON ( part_event.eventpart = peo_agentnum.eventpart
8386 AND peo_agentnum.optionname = 'agentnum'
8387 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8389 LEFT JOIN part_event_condition
8390 ON ( part_event.eventpart = part_event_condition.eventpart
8391 AND part_event_condition.conditionname = 'cust_bill_age'
8393 LEFT JOIN part_event_condition_option
8394 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8395 AND part_event_condition_option.optionname = 'age'
8398 #'hashref' => { 'optionname' => $option },
8399 #'hashref' => { 'part_event_option.optionname' => $option },
8401 " WHERE part_event_option.optionname = ". dbh->quote($option).
8402 " AND action = 'cust_bill_send_agent' ".
8403 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8404 " AND peo_agentnum.optionname = 'agentnum' ".
8405 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8407 CASE WHEN part_event_condition_option.optionname IS NULL
8409 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8411 , part_event.weight".
8415 unless ( $part_event_option ) {
8416 return $self->agent->invoice_template || ''
8417 if $option eq 'agent_templatename';
8421 $part_event_option->optionvalue;
8426 ## actual sub, not a method, designed to be called from the queue.
8427 ## sets up the customer, and calls the bill_and_collect
8428 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8429 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8430 $cust_main->bill_and_collect(
8435 sub _upgrade_data { #class method
8436 my ($class, %opts) = @_;
8438 my $sql = 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL';
8439 my $sth = dbh->prepare($sql) or die dbh->errstr;
8440 $sth->execute or die $sth->errstr;
8450 The delete method should possibly take an FS::cust_main object reference
8451 instead of a scalar customer number.
8453 Bill and collect options should probably be passed as references instead of a
8456 There should probably be a configuration file with a list of allowed credit
8459 No multiple currency support (probably a larger project than just this module).
8461 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8463 Birthdates rely on negative epoch values.
8465 The payby for card/check batches is broken. With mixed batching, bad
8468 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8472 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8473 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8474 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.