5 #FS::cust_main:_Marketgear when they're ready to move to 2.1
6 use base qw( FS::cust_main::Packages FS::cust_main::Status
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
14 use vars qw( $DEBUG $me $conf
17 $ignore_expired_card $ignore_illegal_zip $ignore_banned_card
22 use Scalar::Util qw( blessed );
23 use Time::Local qw(timelocal);
24 use Storable qw(thaw);
28 use Digest::MD5 qw(md5_base64);
31 use File::Temp; #qw( tempfile );
32 use Business::CreditCard 0.28;
34 use FS::UID qw( getotaker dbh driver_name );
35 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
36 use FS::Misc qw( generate_email send_email generate_ps do_print );
37 use FS::Msgcat qw(gettext);
44 use FS::legacy_cust_bill;
46 use FS::cust_pay_pending;
47 use FS::cust_pay_void;
48 use FS::cust_pay_batch;
51 use FS::part_referral;
52 use FS::cust_main_county;
53 use FS::cust_location;
55 use FS::cust_main_exemption;
56 use FS::cust_tax_adjustment;
57 use FS::cust_tax_location;
59 use FS::cust_main_invoice;
61 use FS::prepay_credit;
67 use FS::payment_gateway;
68 use FS::agent_payment_gateway;
70 use FS::cust_main_note;
71 use FS::cust_attachment;
75 # 1 is mostly method/subroutine entry and options
76 # 2 traces progress of some operations
77 # 3 is even more information including possibly sensitive data
79 $me = '[FS::cust_main]';
82 $ignore_expired_card = 0;
83 $ignore_illegal_zip = 0;
84 $ignore_banned_card = 0;
88 @encrypted_fields = ('payinfo', 'paycvv');
89 sub nohistory_fields { ('payinfo', 'paycvv'); }
91 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
93 #ask FS::UID to run this stuff for us later
94 #$FS::UID::callback{'FS::cust_main'} = sub {
95 install_callback FS::UID sub {
97 #yes, need it for stuff below (prolly should be cached)
102 my ( $hashref, $cache ) = @_;
103 if ( exists $hashref->{'pkgnum'} ) {
104 #@{ $self->{'_pkgnum'} } = ();
105 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
106 $self->{'_pkgnum'} = $subcache;
107 #push @{ $self->{'_pkgnum'} },
108 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
114 FS::cust_main - Object methods for cust_main records
120 $record = new FS::cust_main \%hash;
121 $record = new FS::cust_main { 'column' => 'value' };
123 $error = $record->insert;
125 $error = $new_record->replace($old_record);
127 $error = $record->delete;
129 $error = $record->check;
131 @cust_pkg = $record->all_pkgs;
133 @cust_pkg = $record->ncancelled_pkgs;
135 @cust_pkg = $record->suspended_pkgs;
137 $error = $record->bill;
138 $error = $record->bill %options;
139 $error = $record->bill 'time' => $time;
141 $error = $record->collect;
142 $error = $record->collect %options;
143 $error = $record->collect 'invoice_time' => $time,
148 An FS::cust_main object represents a customer. FS::cust_main inherits from
149 FS::Record. The following fields are currently supported:
155 Primary key (assigned automatically for new customers)
159 Agent (see L<FS::agent>)
163 Advertising source (see L<FS::part_referral>)
175 Cocial security number (optional)
191 (optional, see L<FS::cust_main_county>)
195 (see L<FS::cust_main_county>)
201 (see L<FS::cust_main_county>)
241 (optional, see L<FS::cust_main_county>)
245 (see L<FS::cust_main_county>)
251 (see L<FS::cust_main_county>)
271 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
275 Payment Information (See L<FS::payinfo_Mixin> for data format)
279 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
283 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
287 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
291 Start date month (maestro/solo cards only)
295 Start date year (maestro/solo cards only)
299 Issue number (maestro/solo cards only)
303 Name on card or billing name
307 IP address from which payment information was received
311 Tax exempt, empty or `Y'
315 Order taker (see L<FS::access_user>)
321 =item referral_custnum
323 Referring customer number
327 Enable individual CDR spooling, empty or `Y'
331 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
335 Discourage individual CDR printing, empty or `Y'
339 Allow self-service editing of ticket subjects, empty or 'Y'
341 =item calling_list_exempt
343 Do not call, empty or 'Y'
353 Creates a new customer. To add the customer to the database, see L<"insert">.
355 Note that this stores the hash reference, not a distinct copy of the hash it
356 points to. You can ask the object for a copy with the I<hash> method.
360 sub table { 'cust_main'; }
362 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
364 Adds this customer to the database. If there is an error, returns the error,
365 otherwise returns false.
367 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
368 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
369 are inserted atomicly, or the transaction is rolled back. Passing an empty
370 hash reference is equivalent to not supplying this parameter. There should be
371 a better explanation of this, but until then, here's an example:
374 tie %hash, 'Tie::RefHash'; #this part is important
376 $cust_pkg => [ $svc_acct ],
379 $cust_main->insert( \%hash );
381 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
382 be set as the invoicing list (see L<"invoicing_list">). Errors return as
383 expected and rollback the entire transaction; it is not necessary to call
384 check_invoicing_list first. The invoicing_list is set after the records in the
385 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
386 invoicing_list destination to the newly-created svc_acct. Here's an example:
388 $cust_main->insert( {}, [ $email, 'POST' ] );
390 Currently available options are: I<depend_jobnum>, I<noexport>,
391 I<tax_exemption> and I<prospectnum>.
393 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
394 on the supplied jobnum (they will not run until the specific job completes).
395 This can be used to defer provisioning until some action completes (such
396 as running the customer's credit card successfully).
398 The I<noexport> option is deprecated. If I<noexport> is set true, no
399 provisioning jobs (exports) are scheduled. (You can schedule them later with
400 the B<reexport> method.)
402 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
403 of tax names and exemption numbers. FS::cust_main_exemption records will be
404 created and inserted.
406 If I<prospectnum> is set, moves contacts and locations from that prospect.
412 my $cust_pkgs = @_ ? shift : {};
413 my $invoicing_list = @_ ? shift : '';
415 warn "$me insert called with options ".
416 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
419 local $SIG{HUP} = 'IGNORE';
420 local $SIG{INT} = 'IGNORE';
421 local $SIG{QUIT} = 'IGNORE';
422 local $SIG{TERM} = 'IGNORE';
423 local $SIG{TSTP} = 'IGNORE';
424 local $SIG{PIPE} = 'IGNORE';
426 my $oldAutoCommit = $FS::UID::AutoCommit;
427 local $FS::UID::AutoCommit = 0;
430 my $prepay_identifier = '';
431 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
433 if ( $self->payby eq 'PREPAY' ) {
435 $self->payby('BILL');
436 $prepay_identifier = $self->payinfo;
439 warn " looking up prepaid card $prepay_identifier\n"
442 my $error = $self->get_prepay( $prepay_identifier,
443 'amount_ref' => \$amount,
444 'seconds_ref' => \$seconds,
445 'upbytes_ref' => \$upbytes,
446 'downbytes_ref' => \$downbytes,
447 'totalbytes_ref' => \$totalbytes,
450 $dbh->rollback if $oldAutoCommit;
451 #return "error applying prepaid card (transaction rolled back): $error";
455 $payby = 'PREP' if $amount;
457 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
460 $self->payby('BILL');
461 $amount = $self->paid;
465 warn " inserting $self\n"
468 $self->signupdate(time) unless $self->signupdate;
470 $self->censusyear($conf->config('census_year')||'2012') if $self->censustract;
472 $self->auto_agent_custid()
473 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
475 my $error = $self->SUPER::insert;
477 $dbh->rollback if $oldAutoCommit;
478 #return "inserting cust_main record (transaction rolled back): $error";
482 warn " setting invoicing list\n"
485 if ( $invoicing_list ) {
486 $error = $self->check_invoicing_list( $invoicing_list );
488 $dbh->rollback if $oldAutoCommit;
489 #return "checking invoicing_list (transaction rolled back): $error";
492 $self->invoicing_list( $invoicing_list );
495 warn " setting customer tags\n"
498 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
499 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
500 'custnum' => $self->custnum };
501 my $error = $cust_tag->insert;
503 $dbh->rollback if $oldAutoCommit;
508 my $prospectnum = delete $options{'prospectnum'};
509 if ( $prospectnum ) {
511 warn " moving contacts and locations from prospect $prospectnum\n"
515 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
516 unless ( $prospect_main ) {
517 $dbh->rollback if $oldAutoCommit;
518 return "Unknown prospectnum $prospectnum";
520 $prospect_main->custnum($self->custnum);
521 $prospect_main->disabled('Y');
522 my $error = $prospect_main->replace;
524 $dbh->rollback if $oldAutoCommit;
528 my @contact = $prospect_main->contact;
529 my @cust_location = $prospect_main->cust_location;
530 my @qual = $prospect_main->qual;
532 foreach my $r ( @contact, @cust_location, @qual ) {
534 $r->custnum($self->custnum);
535 my $error = $r->replace;
537 $dbh->rollback if $oldAutoCommit;
544 warn " setting cust_main_exemption\n"
547 my $tax_exemption = delete $options{'tax_exemption'};
548 if ( $tax_exemption ) {
550 $tax_exemption = { map { $_ => '' } @$tax_exemption }
551 if ref($tax_exemption) eq 'ARRAY';
553 foreach my $taxname ( keys %$tax_exemption ) {
554 my $cust_main_exemption = new FS::cust_main_exemption {
555 'custnum' => $self->custnum,
556 'taxname' => $taxname,
557 'exempt_number' => $tax_exemption->{$taxname},
559 my $error = $cust_main_exemption->insert;
561 $dbh->rollback if $oldAutoCommit;
562 return "inserting cust_main_exemption (transaction rolled back): $error";
567 if ( $self->can('start_copy_skel') ) {
568 my $error = $self->start_copy_skel;
570 $dbh->rollback if $oldAutoCommit;
575 warn " ordering packages\n"
578 $error = $self->order_pkgs( $cust_pkgs,
580 'seconds_ref' => \$seconds,
581 'upbytes_ref' => \$upbytes,
582 'downbytes_ref' => \$downbytes,
583 'totalbytes_ref' => \$totalbytes,
586 $dbh->rollback if $oldAutoCommit;
591 $dbh->rollback if $oldAutoCommit;
592 return "No svc_acct record to apply pre-paid time";
594 if ( $upbytes || $downbytes || $totalbytes ) {
595 $dbh->rollback if $oldAutoCommit;
596 return "No svc_acct record to apply pre-paid data";
600 warn " inserting initial $payby payment of $amount\n"
602 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
604 $dbh->rollback if $oldAutoCommit;
605 return "inserting payment (transaction rolled back): $error";
609 unless ( $import || $skip_fuzzyfiles ) {
610 warn " queueing fuzzyfiles update\n"
612 $error = $self->queue_fuzzyfiles_update;
614 $dbh->rollback if $oldAutoCommit;
615 return "updating fuzzy search cache: $error";
619 # FS::geocode_Mixin::after_insert or something?
620 if ( $conf->config('tax_district_method') and !$import ) {
621 # if anything non-empty, try to look it up
622 my $queue = new FS::queue {
623 'job' => 'FS::geocode_Mixin::process_district_update',
624 'custnum' => $self->custnum,
626 my $error = $queue->insert( ref($self), $self->custnum );
628 $dbh->rollback if $oldAutoCommit;
629 return "queueing tax district update: $error";
634 warn " exporting\n" if $DEBUG > 1;
636 my $export_args = $options{'export_args'} || [];
639 map qsearch( 'part_export', {exportnum=>$_} ),
640 $conf->config('cust_main-exports'); #, $agentnum
642 foreach my $part_export ( @part_export ) {
643 my $error = $part_export->export_insert($self, @$export_args);
645 $dbh->rollback if $oldAutoCommit;
646 return "exporting to ". $part_export->exporttype.
647 " (transaction rolled back): $error";
651 #foreach my $depend_jobnum ( @$depend_jobnums ) {
652 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
654 # foreach my $jobnum ( @jobnums ) {
655 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
656 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
658 # my $error = $queue->depend_insert($depend_jobnum);
660 # $dbh->rollback if $oldAutoCommit;
661 # return "error queuing job dependancy: $error";
668 #if ( exists $options{'jobnums'} ) {
669 # push @{ $options{'jobnums'} }, @jobnums;
672 warn " insert complete; committing transaction\n"
675 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
680 use File::CounterFile;
681 sub auto_agent_custid {
684 my $format = $conf->config('cust_main-auto_agent_custid');
686 if ( $format eq '1YMMXXXXXXXX' ) {
688 my $counter = new File::CounterFile 'cust_main.agent_custid';
691 my $ym = 100000000000 + time2str('%y%m00000000', time);
692 if ( $ym > $counter->value ) {
693 $counter->{'value'} = $agent_custid = $ym;
694 $counter->{'updated'} = 1;
696 $agent_custid = $counter->inc;
702 die "Unknown cust_main-auto_agent_custid format: $format";
705 $self->agent_custid($agent_custid);
709 =item PACKAGE METHODS
711 Documentation on customer package methods has been moved to
712 L<FS::cust_main::Packages>.
714 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
716 Recharges this (existing) customer with the specified prepaid card (see
717 L<FS::prepay_credit>), specified either by I<identifier> or as an
718 FS::prepay_credit object. If there is an error, returns the error, otherwise
721 Optionally, five scalar references can be passed as well. They will have their
722 values filled in with the amount, number of seconds, and number of upload,
723 download, and total bytes applied by this prepaid card.
727 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
728 #the only place that uses these args
729 sub recharge_prepay {
730 my( $self, $prepay_credit, $amountref, $secondsref,
731 $upbytesref, $downbytesref, $totalbytesref ) = @_;
733 local $SIG{HUP} = 'IGNORE';
734 local $SIG{INT} = 'IGNORE';
735 local $SIG{QUIT} = 'IGNORE';
736 local $SIG{TERM} = 'IGNORE';
737 local $SIG{TSTP} = 'IGNORE';
738 local $SIG{PIPE} = 'IGNORE';
740 my $oldAutoCommit = $FS::UID::AutoCommit;
741 local $FS::UID::AutoCommit = 0;
744 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
746 my $error = $self->get_prepay( $prepay_credit,
747 'amount_ref' => \$amount,
748 'seconds_ref' => \$seconds,
749 'upbytes_ref' => \$upbytes,
750 'downbytes_ref' => \$downbytes,
751 'totalbytes_ref' => \$totalbytes,
753 || $self->increment_seconds($seconds)
754 || $self->increment_upbytes($upbytes)
755 || $self->increment_downbytes($downbytes)
756 || $self->increment_totalbytes($totalbytes)
757 || $self->insert_cust_pay_prepay( $amount,
759 ? $prepay_credit->identifier
764 $dbh->rollback if $oldAutoCommit;
768 if ( defined($amountref) ) { $$amountref = $amount; }
769 if ( defined($secondsref) ) { $$secondsref = $seconds; }
770 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
771 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
772 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
774 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
779 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
781 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
782 specified either by I<identifier> or as an FS::prepay_credit object.
784 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
785 incremented by the values of the prepaid card.
787 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
788 check or set this customer's I<agentnum>.
790 If there is an error, returns the error, otherwise returns false.
796 my( $self, $prepay_credit, %opt ) = @_;
798 local $SIG{HUP} = 'IGNORE';
799 local $SIG{INT} = 'IGNORE';
800 local $SIG{QUIT} = 'IGNORE';
801 local $SIG{TERM} = 'IGNORE';
802 local $SIG{TSTP} = 'IGNORE';
803 local $SIG{PIPE} = 'IGNORE';
805 my $oldAutoCommit = $FS::UID::AutoCommit;
806 local $FS::UID::AutoCommit = 0;
809 unless ( ref($prepay_credit) ) {
811 my $identifier = $prepay_credit;
813 $prepay_credit = qsearchs(
815 { 'identifier' => $identifier },
820 unless ( $prepay_credit ) {
821 $dbh->rollback if $oldAutoCommit;
822 return "Invalid prepaid card: ". $identifier;
827 if ( $prepay_credit->agentnum ) {
828 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
829 $dbh->rollback if $oldAutoCommit;
830 return "prepaid card not valid for agent ". $self->agentnum;
832 $self->agentnum($prepay_credit->agentnum);
835 my $error = $prepay_credit->delete;
837 $dbh->rollback if $oldAutoCommit;
838 return "removing prepay_credit (transaction rolled back): $error";
841 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
842 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
844 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
849 =item increment_upbytes SECONDS
851 Updates this customer's single or primary account (see L<FS::svc_acct>) by
852 the specified number of upbytes. If there is an error, returns the error,
853 otherwise returns false.
857 sub increment_upbytes {
858 _increment_column( shift, 'upbytes', @_);
861 =item increment_downbytes SECONDS
863 Updates this customer's single or primary account (see L<FS::svc_acct>) by
864 the specified number of downbytes. If there is an error, returns the error,
865 otherwise returns false.
869 sub increment_downbytes {
870 _increment_column( shift, 'downbytes', @_);
873 =item increment_totalbytes SECONDS
875 Updates this customer's single or primary account (see L<FS::svc_acct>) by
876 the specified number of totalbytes. If there is an error, returns the error,
877 otherwise returns false.
881 sub increment_totalbytes {
882 _increment_column( shift, 'totalbytes', @_);
885 =item increment_seconds SECONDS
887 Updates this customer's single or primary account (see L<FS::svc_acct>) by
888 the specified number of seconds. If there is an error, returns the error,
889 otherwise returns false.
893 sub increment_seconds {
894 _increment_column( shift, 'seconds', @_);
897 =item _increment_column AMOUNT
899 Updates this customer's single or primary account (see L<FS::svc_acct>) by
900 the specified number of seconds or bytes. If there is an error, returns
901 the error, otherwise returns false.
905 sub _increment_column {
906 my( $self, $column, $amount ) = @_;
907 warn "$me increment_column called: $column, $amount\n"
910 return '' unless $amount;
912 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
913 $self->ncancelled_pkgs;
916 return 'No packages with primary or single services found'.
917 ' to apply pre-paid time';
918 } elsif ( scalar(@cust_pkg) > 1 ) {
919 #maybe have a way to specify the package/account?
920 return 'Multiple packages found to apply pre-paid time';
923 my $cust_pkg = $cust_pkg[0];
924 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
928 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
931 return 'No account found to apply pre-paid time';
932 } elsif ( scalar(@cust_svc) > 1 ) {
933 return 'Multiple accounts found to apply pre-paid time';
936 my $svc_acct = $cust_svc[0]->svc_x;
937 warn " found service svcnum ". $svc_acct->pkgnum.
938 ' ('. $svc_acct->email. ")\n"
941 $column = "increment_$column";
942 $svc_acct->$column($amount);
946 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
948 Inserts a prepayment in the specified amount for this customer. An optional
949 second argument can specify the prepayment identifier for tracking purposes.
950 If there is an error, returns the error, otherwise returns false.
954 sub insert_cust_pay_prepay {
955 shift->insert_cust_pay('PREP', @_);
958 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
960 Inserts a cash payment in the specified amount for this customer. An optional
961 second argument can specify the payment identifier for tracking purposes.
962 If there is an error, returns the error, otherwise returns false.
966 sub insert_cust_pay_cash {
967 shift->insert_cust_pay('CASH', @_);
970 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
972 Inserts a Western Union payment in the specified amount for this customer. An
973 optional second argument can specify the prepayment identifier for tracking
974 purposes. If there is an error, returns the error, otherwise returns false.
978 sub insert_cust_pay_west {
979 shift->insert_cust_pay('WEST', @_);
982 sub insert_cust_pay {
983 my( $self, $payby, $amount ) = splice(@_, 0, 3);
984 my $payinfo = scalar(@_) ? shift : '';
986 my $cust_pay = new FS::cust_pay {
987 'custnum' => $self->custnum,
988 'paid' => sprintf('%.2f', $amount),
989 #'_date' => #date the prepaid card was purchased???
991 'payinfo' => $payinfo,
999 This method is deprecated. See the I<depend_jobnum> option to the insert and
1000 order_pkgs methods for a better way to defer provisioning.
1002 Re-schedules all exports by calling the B<reexport> method of all associated
1003 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1004 otherwise returns false.
1011 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1012 "use the depend_jobnum option to insert or order_pkgs to delay export";
1014 local $SIG{HUP} = 'IGNORE';
1015 local $SIG{INT} = 'IGNORE';
1016 local $SIG{QUIT} = 'IGNORE';
1017 local $SIG{TERM} = 'IGNORE';
1018 local $SIG{TSTP} = 'IGNORE';
1019 local $SIG{PIPE} = 'IGNORE';
1021 my $oldAutoCommit = $FS::UID::AutoCommit;
1022 local $FS::UID::AutoCommit = 0;
1025 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1026 my $error = $cust_pkg->reexport;
1028 $dbh->rollback if $oldAutoCommit;
1033 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1038 =item delete [ OPTION => VALUE ... ]
1040 This deletes the customer. If there is an error, returns the error, otherwise
1043 This will completely remove all traces of the customer record. This is not
1044 what you want when a customer cancels service; for that, cancel all of the
1045 customer's packages (see L</cancel>).
1047 If the customer has any uncancelled packages, you need to pass a new (valid)
1048 customer number for those packages to be transferred to, as the "new_customer"
1049 option. Cancelled packages will be deleted. Did I mention that this is NOT
1050 what you want when a customer cancels service and that you really should be
1051 looking at L<FS::cust_pkg/cancel>?
1053 You can't delete a customer with invoices (see L<FS::cust_bill>),
1054 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1055 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1056 set the "delete_financials" option to a true value.
1061 my( $self, %opt ) = @_;
1063 local $SIG{HUP} = 'IGNORE';
1064 local $SIG{INT} = 'IGNORE';
1065 local $SIG{QUIT} = 'IGNORE';
1066 local $SIG{TERM} = 'IGNORE';
1067 local $SIG{TSTP} = 'IGNORE';
1068 local $SIG{PIPE} = 'IGNORE';
1070 my $oldAutoCommit = $FS::UID::AutoCommit;
1071 local $FS::UID::AutoCommit = 0;
1074 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1075 $dbh->rollback if $oldAutoCommit;
1076 return "Can't delete a master agent customer";
1079 #use FS::access_user
1080 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1081 $dbh->rollback if $oldAutoCommit;
1082 return "Can't delete a master employee customer";
1085 tie my %financial_tables, 'Tie::IxHash',
1086 'cust_bill' => 'invoices',
1087 'cust_statement' => 'statements',
1088 'cust_credit' => 'credits',
1089 'cust_pay' => 'payments',
1090 'cust_refund' => 'refunds',
1093 foreach my $table ( keys %financial_tables ) {
1095 my @records = $self->$table();
1097 if ( @records && ! $opt{'delete_financials'} ) {
1098 $dbh->rollback if $oldAutoCommit;
1099 return "Can't delete a customer with ". $financial_tables{$table};
1102 foreach my $record ( @records ) {
1103 my $error = $record->delete;
1105 $dbh->rollback if $oldAutoCommit;
1106 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1112 my @cust_pkg = $self->ncancelled_pkgs;
1114 my $new_custnum = $opt{'new_custnum'};
1115 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1116 $dbh->rollback if $oldAutoCommit;
1117 return "Invalid new customer number: $new_custnum";
1119 foreach my $cust_pkg ( @cust_pkg ) {
1120 my %hash = $cust_pkg->hash;
1121 $hash{'custnum'} = $new_custnum;
1122 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1123 my $error = $new_cust_pkg->replace($cust_pkg,
1124 options => { $cust_pkg->options },
1127 $dbh->rollback if $oldAutoCommit;
1132 my @cancelled_cust_pkg = $self->all_pkgs;
1133 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1134 my $error = $cust_pkg->delete;
1136 $dbh->rollback if $oldAutoCommit;
1141 #cust_tax_adjustment in financials?
1142 #cust_pay_pending? ouch
1144 foreach my $table (qw(
1145 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1146 cust_location cust_main_note cust_tax_adjustment
1147 cust_pay_void cust_pay_batch queue cust_tax_exempt
1149 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1150 my $error = $record->delete;
1152 $dbh->rollback if $oldAutoCommit;
1158 my $sth = $dbh->prepare(
1159 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1161 my $errstr = $dbh->errstr;
1162 $dbh->rollback if $oldAutoCommit;
1165 $sth->execute($self->custnum) or do {
1166 my $errstr = $sth->errstr;
1167 $dbh->rollback if $oldAutoCommit;
1173 my $ticket_dbh = '';
1174 if ($conf->config('ticket_system') eq 'RT_Internal') {
1176 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1177 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1178 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1179 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1182 if ( $ticket_dbh ) {
1184 my $ticket_sth = $ticket_dbh->prepare(
1185 'DELETE FROM Links WHERE Target = ?'
1187 my $errstr = $ticket_dbh->errstr;
1188 $dbh->rollback if $oldAutoCommit;
1191 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1193 my $errstr = $ticket_sth->errstr;
1194 $dbh->rollback if $oldAutoCommit;
1198 #check and see if the customer is the only link on the ticket, and
1199 #if so, set the ticket to deleted status in RT?
1200 #maybe someday, for now this will at least fix tickets not displaying
1204 #delete the customer record
1206 my $error = $self->SUPER::delete;
1208 $dbh->rollback if $oldAutoCommit;
1212 # cust_main exports!
1214 #my $export_args = $options{'export_args'} || [];
1217 map qsearch( 'part_export', {exportnum=>$_} ),
1218 $conf->config('cust_main-exports'); #, $agentnum
1220 foreach my $part_export ( @part_export ) {
1221 my $error = $part_export->export_delete( $self ); #, @$export_args);
1223 $dbh->rollback if $oldAutoCommit;
1224 return "exporting to ". $part_export->exporttype.
1225 " (transaction rolled back): $error";
1229 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1234 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1236 This merges this customer into the provided new custnum, and then deletes the
1237 customer. If there is an error, returns the error, otherwise returns false.
1239 The source customer's name, company name, phone numbers, agent,
1240 referring customer, customer class, advertising source, order taker, and
1241 billing information (except balance) are discarded.
1243 All packages are moved to the target customer. Packages with package locations
1244 are preserved. Packages without package locations are moved to a new package
1245 location with the source customer's service/shipping address.
1247 All invoices, statements, payments, credits and refunds are moved to the target
1248 customer. The source customer's balance is added to the target customer.
1250 All notes, attachments, tickets and customer tags are moved to the target
1253 Change history is not currently moved.
1258 my( $self, $new_custnum, %opt ) = @_;
1260 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1262 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1263 return "Invalid new customer number: $new_custnum";
1266 local $SIG{HUP} = 'IGNORE';
1267 local $SIG{INT} = 'IGNORE';
1268 local $SIG{QUIT} = 'IGNORE';
1269 local $SIG{TERM} = 'IGNORE';
1270 local $SIG{TSTP} = 'IGNORE';
1271 local $SIG{PIPE} = 'IGNORE';
1273 my $oldAutoCommit = $FS::UID::AutoCommit;
1274 local $FS::UID::AutoCommit = 0;
1277 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1278 $dbh->rollback if $oldAutoCommit;
1279 return "Can't merge a master agent customer";
1282 #use FS::access_user
1283 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1284 $dbh->rollback if $oldAutoCommit;
1285 return "Can't merge a master employee customer";
1288 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1289 'status' => { op=>'!=', value=>'done' },
1293 $dbh->rollback if $oldAutoCommit;
1294 return "Can't merge a customer with pending payments";
1297 tie my %financial_tables, 'Tie::IxHash',
1298 'cust_bill' => 'invoices',
1299 'cust_statement' => 'statements',
1300 'cust_credit' => 'credits',
1301 'cust_pay' => 'payments',
1302 'cust_pay_void' => 'voided payments',
1303 'cust_refund' => 'refunds',
1306 foreach my $table ( keys %financial_tables ) {
1308 my @records = $self->$table();
1310 foreach my $record ( @records ) {
1311 $record->custnum($new_custnum);
1312 my $error = $record->replace;
1314 $dbh->rollback if $oldAutoCommit;
1315 return "Error merging ". $financial_tables{$table}. ": $error\n";
1321 my $name = $self->ship_name;
1323 my $locationnum = '';
1324 foreach my $cust_pkg ( $self->all_pkgs ) {
1325 $cust_pkg->custnum($new_custnum);
1327 unless ( $cust_pkg->locationnum ) {
1328 unless ( $locationnum ) {
1329 my $cust_location = new FS::cust_location {
1330 $self->location_hash,
1331 'custnum' => $new_custnum,
1333 my $error = $cust_location->insert;
1335 $dbh->rollback if $oldAutoCommit;
1338 $locationnum = $cust_location->locationnum;
1340 $cust_pkg->locationnum($locationnum);
1343 my $error = $cust_pkg->replace;
1345 $dbh->rollback if $oldAutoCommit;
1349 # add customer (ship) name to svc_phone.phone_name if blank
1350 my @cust_svc = $cust_pkg->cust_svc;
1351 foreach my $cust_svc (@cust_svc) {
1352 my($label, $value, $svcdb) = $cust_svc->label;
1353 next unless $svcdb eq 'svc_phone';
1354 my $svc_phone = $cust_svc->svc_x;
1355 next if $svc_phone->phone_name;
1356 $svc_phone->phone_name($name);
1357 my $error = $svc_phone->replace;
1359 $dbh->rollback if $oldAutoCommit;
1367 # cust_tax_exempt (texas tax exemptions)
1368 # cust_recon (some sort of not-well understood thing for OnPac)
1370 #these are moved over
1371 foreach my $table (qw(
1372 cust_tag cust_location contact cust_attachment cust_main_note
1373 cust_tax_adjustment cust_pay_batch queue
1375 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1376 $record->custnum($new_custnum);
1377 my $error = $record->replace;
1379 $dbh->rollback if $oldAutoCommit;
1385 #these aren't preserved
1386 foreach my $table (qw(
1387 cust_main_exemption cust_main_invoice
1389 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1390 my $error = $record->delete;
1392 $dbh->rollback if $oldAutoCommit;
1399 my $sth = $dbh->prepare(
1400 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1402 my $errstr = $dbh->errstr;
1403 $dbh->rollback if $oldAutoCommit;
1406 $sth->execute($new_custnum, $self->custnum) or do {
1407 my $errstr = $sth->errstr;
1408 $dbh->rollback if $oldAutoCommit;
1414 my $ticket_dbh = '';
1415 if ($conf->config('ticket_system') eq 'RT_Internal') {
1417 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1418 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1419 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1420 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1423 if ( $ticket_dbh ) {
1425 my $ticket_sth = $ticket_dbh->prepare(
1426 'UPDATE Links SET Target = ? WHERE Target = ?'
1428 my $errstr = $ticket_dbh->errstr;
1429 $dbh->rollback if $oldAutoCommit;
1432 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1433 'freeside://freeside/cust_main/'.$self->custnum)
1435 my $errstr = $ticket_sth->errstr;
1436 $dbh->rollback if $oldAutoCommit;
1442 #delete the customer record
1444 my $error = $self->delete;
1446 $dbh->rollback if $oldAutoCommit;
1450 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1455 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1458 Replaces the OLD_RECORD with this one in the database. If there is an error,
1459 returns the error, otherwise returns false.
1461 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1462 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1463 expected and rollback the entire transaction; it is not necessary to call
1464 check_invoicing_list first. Here's an example:
1466 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1468 Currently available options are: I<tax_exemption>.
1470 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1471 of tax names and exemption numbers. FS::cust_main_exemption records will be
1472 deleted and inserted as appropriate.
1479 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1481 : $self->replace_old;
1485 warn "$me replace called\n"
1488 my $curuser = $FS::CurrentUser::CurrentUser;
1489 if ( $self->payby eq 'COMP'
1490 && $self->payby ne $old->payby
1491 && ! $curuser->access_right('Complimentary customer')
1494 return "You are not permitted to create complimentary accounts.";
1497 if ( $old->get('geocode') && $old->get('geocode') eq $self->get('geocode')
1498 && $conf->exists('enable_taxproducts')
1501 my $pre = ($conf->exists('tax-ship_address') && $self->ship_zip)
1503 $self->set('geocode', '')
1504 if $old->get($pre.'zip') ne $self->get($pre.'zip')
1505 && length($self->get($pre.'zip')) >= 10;
1508 for my $pre ( grep $old->get($_.'coord_auto'), ( '', 'ship_' ) ) {
1510 $self->set($pre.'coord_auto', '') && next
1511 if $self->get($pre.'latitude') && $self->get($pre.'longitude')
1512 && ( $self->get($pre.'latitude') != $old->get($pre.'latitude')
1513 || $self->get($pre.'longitude') != $old->get($pre.'longitude')
1516 $self->set_coord($pre)
1517 if $old->get($pre.'address1') ne $self->get($pre.'address1')
1518 || $old->get($pre.'city') ne $self->get($pre.'city')
1519 || $old->get($pre.'state') ne $self->get($pre.'state')
1520 || $old->get($pre.'country') ne $self->get($pre.'country');
1524 unless ( $import ) {
1526 if ! $self->coord_auto && ! $self->latitude && ! $self->longitude;
1528 $self->set_coord('ship_')
1529 if $self->has_ship_address && ! $self->ship_coord_auto
1530 && ! $self->ship_latitude && ! $self->ship_longitude;
1533 local($ignore_expired_card) = 1
1534 if $old->payby =~ /^(CARD|DCRD)$/
1535 && $self->payby =~ /^(CARD|DCRD)$/
1536 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1538 local($ignore_banned_card) = 1
1539 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1540 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1541 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1543 if ( $self->censustract ne '' and $self->censustract ne $old->censustract ) {
1544 # update censusyear whenever tract code changes
1545 $self->censusyear($conf->config('census_year')||'2012');
1548 return "Invoicing locale is required"
1551 && $conf->exists('cust_main-require_locale');
1553 local $SIG{HUP} = 'IGNORE';
1554 local $SIG{INT} = 'IGNORE';
1555 local $SIG{QUIT} = 'IGNORE';
1556 local $SIG{TERM} = 'IGNORE';
1557 local $SIG{TSTP} = 'IGNORE';
1558 local $SIG{PIPE} = 'IGNORE';
1560 my $oldAutoCommit = $FS::UID::AutoCommit;
1561 local $FS::UID::AutoCommit = 0;
1564 my $error = $self->SUPER::replace($old);
1567 $dbh->rollback if $oldAutoCommit;
1571 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1572 my $invoicing_list = shift @param;
1573 $error = $self->check_invoicing_list( $invoicing_list );
1575 $dbh->rollback if $oldAutoCommit;
1578 $self->invoicing_list( $invoicing_list );
1581 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1583 #this could be more efficient than deleting and re-inserting, if it matters
1584 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1585 my $error = $cust_tag->delete;
1587 $dbh->rollback if $oldAutoCommit;
1591 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1592 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1593 'custnum' => $self->custnum };
1594 my $error = $cust_tag->insert;
1596 $dbh->rollback if $oldAutoCommit;
1603 my %options = @param;
1605 my $tax_exemption = delete $options{'tax_exemption'};
1606 if ( $tax_exemption ) {
1608 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1609 if ref($tax_exemption) eq 'ARRAY';
1611 my %cust_main_exemption =
1612 map { $_->taxname => $_ }
1613 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1615 foreach my $taxname ( keys %$tax_exemption ) {
1617 if ( $cust_main_exemption{$taxname} &&
1618 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1621 delete $cust_main_exemption{$taxname};
1625 my $cust_main_exemption = new FS::cust_main_exemption {
1626 'custnum' => $self->custnum,
1627 'taxname' => $taxname,
1628 'exempt_number' => $tax_exemption->{$taxname},
1630 my $error = $cust_main_exemption->insert;
1632 $dbh->rollback if $oldAutoCommit;
1633 return "inserting cust_main_exemption (transaction rolled back): $error";
1637 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1638 my $error = $cust_main_exemption->delete;
1640 $dbh->rollback if $oldAutoCommit;
1641 return "deleting cust_main_exemption (transaction rolled back): $error";
1647 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1648 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1649 && $self->get('payinfo') !~ /^99\d{14}$/
1651 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1656 # card/check/lec info has changed, want to retry realtime_ invoice events
1657 my $error = $self->retry_realtime;
1659 $dbh->rollback if $oldAutoCommit;
1664 unless ( $import || $skip_fuzzyfiles ) {
1665 $error = $self->queue_fuzzyfiles_update;
1667 $dbh->rollback if $oldAutoCommit;
1668 return "updating fuzzy search cache: $error";
1672 # FS::geocode_Mixin::after_replace ?
1673 # though this will go away anyway once we move customer bill/service
1674 # locations into cust_location
1675 # We can trigger this on any address change--just have to make sure
1676 # not to trigger it on itself.
1677 if ( $conf->config('tax_district_method') and !$import
1678 and ( $self->get('ship_address1') ne $old->get('ship_address1')
1679 or $self->get('address1') ne $old->get('address1') ) ) {
1680 my $queue = new FS::queue {
1681 'job' => 'FS::geocode_Mixin::process_district_update',
1682 'custnum' => $self->custnum,
1684 my $error = $queue->insert( ref($self), $self->custnum );
1686 $dbh->rollback if $oldAutoCommit;
1687 return "queueing tax district update: $error";
1691 # cust_main exports!
1693 my $export_args = $options{'export_args'} || [];
1696 map qsearch( 'part_export', {exportnum=>$_} ),
1697 $conf->config('cust_main-exports'); #, $agentnum
1699 foreach my $part_export ( @part_export ) {
1700 my $error = $part_export->export_replace( $self, $old, @$export_args);
1702 $dbh->rollback if $oldAutoCommit;
1703 return "exporting to ". $part_export->exporttype.
1704 " (transaction rolled back): $error";
1708 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1713 =item queue_fuzzyfiles_update
1715 Used by insert & replace to update the fuzzy search cache
1719 use FS::cust_main::Search;
1720 sub queue_fuzzyfiles_update {
1723 local $SIG{HUP} = 'IGNORE';
1724 local $SIG{INT} = 'IGNORE';
1725 local $SIG{QUIT} = 'IGNORE';
1726 local $SIG{TERM} = 'IGNORE';
1727 local $SIG{TSTP} = 'IGNORE';
1728 local $SIG{PIPE} = 'IGNORE';
1730 my $oldAutoCommit = $FS::UID::AutoCommit;
1731 local $FS::UID::AutoCommit = 0;
1734 my $queue = new FS::queue { 'job' => 'FS::cust_main::Search::append_fuzzyfiles' };
1735 my $error = $queue->insert( map $self->getfield($_), @FS::cust_main::Search::fuzzyfields );
1737 $dbh->rollback if $oldAutoCommit;
1738 return "queueing job (transaction rolled back): $error";
1741 if ( $self->ship_last ) {
1742 $queue = new FS::queue { 'job' => 'FS::cust_main::Search::append_fuzzyfiles' };
1743 $error = $queue->insert( map $self->getfield("ship_$_"), @FS::cust_main::Search::fuzzyfields );
1745 $dbh->rollback if $oldAutoCommit;
1746 return "queueing job (transaction rolled back): $error";
1750 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1757 Checks all fields to make sure this is a valid customer record. If there is
1758 an error, returns the error, otherwise returns false. Called by the insert
1759 and replace methods.
1766 warn "$me check BEFORE: \n". $self->_dump
1770 $self->ut_numbern('custnum')
1771 || $self->ut_number('agentnum')
1772 || $self->ut_textn('agent_custid')
1773 || $self->ut_number('refnum')
1774 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1775 || $self->ut_textn('custbatch')
1776 || $self->ut_name('last')
1777 || $self->ut_name('first')
1778 || $self->ut_snumbern('birthdate')
1779 || $self->ut_snumbern('signupdate')
1780 || $self->ut_textn('company')
1781 || $self->ut_text('address1')
1782 || $self->ut_textn('address2')
1783 || $self->ut_text('city')
1784 || $self->ut_textn('county')
1785 || $self->ut_textn('state')
1786 || $self->ut_country('country')
1787 || $self->ut_coordn('latitude')
1788 || $self->ut_coordn('longitude')
1789 || $self->ut_enum('coord_auto', [ '', 'Y' ])
1790 || $self->ut_numbern('censusyear')
1791 || $self->ut_anything('comments')
1792 || $self->ut_numbern('referral_custnum')
1793 || $self->ut_textn('stateid')
1794 || $self->ut_textn('stateid_state')
1795 || $self->ut_textn('invoice_terms')
1796 || $self->ut_alphan('geocode')
1797 || $self->ut_alphan('district')
1798 || $self->ut_floatn('cdr_termination_percentage')
1799 || $self->ut_floatn('credit_limit')
1800 || $self->ut_numbern('billday')
1801 || $self->ut_enum('edit_subject', [ '', 'Y' ] )
1802 || $self->ut_enum('calling_list_exempt', [ '', 'Y' ] )
1803 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1807 unless $import || ($self->latitude && $self->longitude);
1809 #barf. need message catalogs. i18n. etc.
1810 $error .= "Please select an advertising source."
1811 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1812 return $error if $error;
1814 return "Unknown agent"
1815 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1817 return "Unknown refnum"
1818 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1820 return "Unknown referring custnum: ". $self->referral_custnum
1821 unless ! $self->referral_custnum
1822 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1824 if ( $self->censustract ne '' ) {
1825 $self->censustract =~ /^\s*(\d{9})\.?(\d{2})\s*$/
1826 or return "Illegal census tract: ". $self->censustract;
1828 $self->censustract("$1.$2");
1831 if ( $self->ss eq '' ) {
1836 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1837 or return "Illegal social security number: ". $self->ss;
1838 $self->ss("$1-$2-$3");
1842 # bad idea to disable, causes billing to fail because of no tax rates later
1843 # except we don't fail any more
1844 unless ( $import ) {
1845 unless ( qsearch('cust_main_county', {
1846 'country' => $self->country,
1849 return "Unknown state/county/country: ".
1850 $self->state. "/". $self->county. "/". $self->country
1851 unless qsearch('cust_main_county',{
1852 'state' => $self->state,
1853 'county' => $self->county,
1854 'country' => $self->country,
1860 $self->ut_phonen('daytime', $self->country)
1861 || $self->ut_phonen('night', $self->country)
1862 || $self->ut_phonen('fax', $self->country)
1863 || $self->ut_phonen('mobile', $self->country)
1865 return $error if $error;
1867 unless ( $ignore_illegal_zip ) {
1868 $error = $self->ut_zip('zip', $self->country);
1869 return $error if $error;
1872 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1873 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1876 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1878 : FS::Msgcat::_gettext('daytime');
1879 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1881 : FS::Msgcat::_gettext('night');
1883 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1885 : FS::Msgcat::_gettext('mobile');
1887 return "$daytime_label, $night_label or $mobile_label is required"
1891 if ( $self->has_ship_address
1892 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1893 $self->addr_fields )
1897 $self->ut_name('ship_last')
1898 || $self->ut_name('ship_first')
1899 || $self->ut_textn('ship_company')
1900 || $self->ut_text('ship_address1')
1901 || $self->ut_textn('ship_address2')
1902 || $self->ut_text('ship_city')
1903 || $self->ut_textn('ship_county')
1904 || $self->ut_textn('ship_state')
1905 || $self->ut_country('ship_country')
1906 || $self->ut_coordn('ship_latitude')
1907 || $self->ut_coordn('ship_longitude')
1908 || $self->ut_enum('ship_coord_auto', [ '', 'Y' ] )
1910 return $error if $error;
1912 $self->set_coord('ship_')
1913 unless $import || ($self->ship_latitude && $self->ship_longitude);
1915 #false laziness with above
1916 unless ( qsearchs('cust_main_county', {
1917 'country' => $self->ship_country,
1920 return "Unknown ship_state/ship_county/ship_country: ".
1921 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1922 unless qsearch('cust_main_county',{
1923 'state' => $self->ship_state,
1924 'county' => $self->ship_county,
1925 'country' => $self->ship_country,
1931 $self->ut_phonen('ship_daytime', $self->ship_country)
1932 || $self->ut_phonen('ship_night', $self->ship_country)
1933 || $self->ut_phonen('ship_fax', $self->ship_country)
1934 || $self->ut_phonen('ship_mobile', $self->ship_country)
1936 return $error if $error;
1938 unless ( $ignore_illegal_zip ) {
1939 $error = $self->ut_zip('ship_zip', $self->ship_country);
1940 return $error if $error;
1942 return "Unit # is required."
1943 if $self->ship_address2 =~ /^\s*$/
1944 && $conf->exists('cust_main-require_address2');
1946 } else { # ship_ info eq billing info, so don't store dup info in database
1948 $self->setfield("ship_$_", '')
1949 foreach $self->addr_fields;
1951 return "Unit # is required."
1952 if $self->address2 =~ /^\s*$/
1953 && $conf->exists('cust_main-require_address2');
1957 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1958 # or return "Illegal payby: ". $self->payby;
1960 FS::payby->can_payby($self->table, $self->payby)
1961 or return "Illegal payby: ". $self->payby;
1963 $error = $self->ut_numbern('paystart_month')
1964 || $self->ut_numbern('paystart_year')
1965 || $self->ut_numbern('payissue')
1966 || $self->ut_textn('paytype')
1968 return $error if $error;
1970 if ( $self->payip eq '' ) {
1973 $error = $self->ut_ip('payip');
1974 return $error if $error;
1977 # If it is encrypted and the private key is not availaible then we can't
1978 # check the credit card.
1979 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1981 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1983 my $payinfo = $self->payinfo;
1984 $payinfo =~ s/\D//g;
1985 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1986 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1988 $self->payinfo($payinfo);
1990 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1992 return gettext('unknown_card_type')
1993 if $self->payinfo !~ /^99\d{14}$/ #token
1994 && cardtype($self->payinfo) eq "Unknown";
1996 unless ( $ignore_banned_card ) {
1997 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1999 if ( $ban->bantype eq 'warn' ) {
2000 #or others depending on value of $ban->reason ?
2001 return '_duplicate_card'.
2002 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
2003 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
2004 ' (ban# '. $ban->bannum. ')'
2005 unless $self->override_ban_warn;
2007 return 'Banned credit card: banned on '.
2008 time2str('%a %h %o at %r', $ban->_date).
2009 ' by '. $ban->otaker.
2010 ' (ban# '. $ban->bannum. ')';
2015 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
2016 if ( cardtype($self->payinfo) eq 'American Express card' ) {
2017 $self->paycvv =~ /^(\d{4})$/
2018 or return "CVV2 (CID) for American Express cards is four digits.";
2021 $self->paycvv =~ /^(\d{3})$/
2022 or return "CVV2 (CVC2/CID) is three digits.";
2029 my $cardtype = cardtype($payinfo);
2030 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2032 return "Start date or issue number is required for $cardtype cards"
2033 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2035 return "Start month must be between 1 and 12"
2036 if $self->paystart_month
2037 and $self->paystart_month < 1 || $self->paystart_month > 12;
2039 return "Start year must be 1990 or later"
2040 if $self->paystart_year
2041 and $self->paystart_year < 1990;
2043 return "Issue number must be beween 1 and 99"
2045 and $self->payissue < 1 || $self->payissue > 99;
2048 $self->paystart_month('');
2049 $self->paystart_year('');
2050 $self->payissue('');
2053 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2055 my $payinfo = $self->payinfo;
2056 $payinfo =~ s/[^\d\@\.]//g;
2057 if ( $conf->config('echeck-country') eq 'CA' ) {
2058 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2059 or return 'invalid echeck account@branch.bank';
2060 $payinfo = "$1\@$2.$3";
2061 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2062 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2063 $payinfo = "$1\@$2";
2065 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2066 $payinfo = "$1\@$2";
2068 $self->payinfo($payinfo);
2071 unless ( $ignore_banned_card ) {
2072 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2074 if ( $ban->bantype eq 'warn' ) {
2075 #or others depending on value of $ban->reason ?
2076 return '_duplicate_ach' unless $self->override_ban_warn;
2078 return 'Banned ACH account: banned on '.
2079 time2str('%a %h %o at %r', $ban->_date).
2080 ' by '. $ban->otaker.
2081 ' (ban# '. $ban->bannum. ')';
2086 } elsif ( $self->payby eq 'LECB' ) {
2088 my $payinfo = $self->payinfo;
2089 $payinfo =~ s/\D//g;
2090 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2092 $self->payinfo($payinfo);
2095 } elsif ( $self->payby eq 'BILL' ) {
2097 $error = $self->ut_textn('payinfo');
2098 return "Illegal P.O. number: ". $self->payinfo if $error;
2101 } elsif ( $self->payby eq 'COMP' ) {
2103 my $curuser = $FS::CurrentUser::CurrentUser;
2104 if ( ! $self->custnum
2105 && ! $curuser->access_right('Complimentary customer')
2108 return "You are not permitted to create complimentary accounts."
2111 $error = $self->ut_textn('payinfo');
2112 return "Illegal comp account issuer: ". $self->payinfo if $error;
2115 } elsif ( $self->payby eq 'PREPAY' ) {
2117 my $payinfo = $self->payinfo;
2118 $payinfo =~ s/\W//g; #anything else would just confuse things
2119 $self->payinfo($payinfo);
2120 $error = $self->ut_alpha('payinfo');
2121 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2122 return "Unknown prepayment identifier"
2123 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2128 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2129 return "Expiration date required"
2130 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
2134 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2135 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2136 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2137 ( $m, $y ) = ( $2, "19$1" );
2138 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2139 ( $m, $y ) = ( $3, "20$2" );
2141 return "Illegal expiration date: ". $self->paydate;
2143 $m = sprintf('%02d',$m);
2144 $self->paydate("$y-$m-01");
2145 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2146 return gettext('expired_card')
2148 && !$ignore_expired_card
2149 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2152 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2153 ( ! $conf->exists('require_cardname')
2154 || $self->payby !~ /^(CARD|DCRD)$/ )
2156 $self->payname( $self->first. " ". $self->getfield('last') );
2158 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
2159 or return gettext('illegal_name'). " payname: ". $self->payname;
2163 return "Please select an invoicing locale"
2166 && $conf->exists('cust_main-require_locale');
2168 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2169 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2173 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2175 warn "$me check AFTER: \n". $self->_dump
2178 $self->SUPER::check;
2183 Returns a list of fields which have ship_ duplicates.
2188 qw( last first company
2189 address1 address2 city county state zip country
2191 daytime night fax mobile
2195 =item has_ship_address
2197 Returns true if this customer record has a separate shipping address.
2201 sub has_ship_address {
2203 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
2208 Returns a list of key/value pairs, with the following keys: address1,
2209 adddress2, city, county, state, zip, country, district, and geocode. The
2210 shipping address is used if present.
2216 Returns all locations (see L<FS::cust_location>) for this customer.
2222 qsearch('cust_location', { 'custnum' => $self->custnum } );
2227 Returns all contacts (see L<FS::contact>) for this customer.
2231 #already used :/ sub contact {
2234 qsearch('contact', { 'custnum' => $self->custnum } );
2239 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2240 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
2241 on success or a list of errors.
2247 grep { $_->unsuspend } $self->suspended_pkgs;
2252 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2254 Returns a list: an empty list on success or a list of errors.
2260 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2263 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2265 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2266 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2267 of a list of pkgparts; the hashref has the following keys:
2271 =item pkgparts - listref of pkgparts
2273 =item (other options are passed to the suspend method)
2278 Returns a list: an empty list on success or a list of errors.
2282 sub suspend_if_pkgpart {
2284 my (@pkgparts, %opt);
2285 if (ref($_[0]) eq 'HASH'){
2286 @pkgparts = @{$_[0]{pkgparts}};
2291 grep { $_->suspend(%opt) }
2292 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2293 $self->unsuspended_pkgs;
2296 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2298 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2299 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2300 instead of a list of pkgparts; the hashref has the following keys:
2304 =item pkgparts - listref of pkgparts
2306 =item (other options are passed to the suspend method)
2310 Returns a list: an empty list on success or a list of errors.
2314 sub suspend_unless_pkgpart {
2316 my (@pkgparts, %opt);
2317 if (ref($_[0]) eq 'HASH'){
2318 @pkgparts = @{$_[0]{pkgparts}};
2323 grep { $_->suspend(%opt) }
2324 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2325 $self->unsuspended_pkgs;
2328 =item cancel [ OPTION => VALUE ... ]
2330 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2332 Available options are:
2336 =item quiet - can be set true to supress email cancellation notices.
2338 =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.
2340 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2342 =item nobill - can be set true to skip billing if it might otherwise be done.
2346 Always returns a list: an empty list on success or a list of errors.
2350 # nb that dates are not specified as valid options to this method
2353 my( $self, %opt ) = @_;
2355 warn "$me cancel called on customer ". $self->custnum. " with options ".
2356 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2359 return ( 'access denied' )
2360 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2362 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2364 #should try decryption (we might have the private key)
2365 # and if not maybe queue a job for the server that does?
2366 return ( "Can't (yet) ban encrypted credit cards" )
2367 if $self->is_encrypted($self->payinfo);
2369 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2370 my $error = $ban->insert;
2371 return ( $error ) if $error;
2375 my @pkgs = $self->ncancelled_pkgs;
2377 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2379 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2380 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2384 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2385 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2388 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2391 sub _banned_pay_hashref {
2402 'payby' => $payby2ban{$self->payby},
2403 'payinfo' => $self->payinfo,
2404 #don't ever *search* on reason! #'reason' =>
2408 sub _new_banned_pay_hashref {
2410 my $hr = $self->_banned_pay_hashref;
2411 $hr->{payinfo} = md5_base64($hr->{payinfo});
2417 Returns all notes (see L<FS::cust_main_note>) for this customer.
2422 my($self,$orderby_classnum) = (shift,shift);
2423 my $orderby = "_DATE DESC";
2424 $orderby = "CLASSNUM ASC, $orderby" if $orderby_classnum;
2425 qsearch( 'cust_main_note',
2426 { 'custnum' => $self->custnum },
2428 "ORDER BY $orderby",
2434 Returns the agent (see L<FS::agent>) for this customer.
2440 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2445 Returns the agent name (see L<FS::agent>) for this customer.
2451 $self->agent->agent;
2456 Returns any tags associated with this customer, as FS::cust_tag objects,
2457 or an empty list if there are no tags.
2463 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2468 Returns any tags associated with this customer, as FS::part_tag objects,
2469 or an empty list if there are no tags.
2475 map $_->part_tag, $self->cust_tag;
2481 Returns the customer class, as an FS::cust_class object, or the empty string
2482 if there is no customer class.
2488 if ( $self->classnum ) {
2489 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2497 Returns the customer category name, or the empty string if there is no customer
2504 my $cust_class = $self->cust_class;
2506 ? $cust_class->categoryname
2512 Returns the customer class name, or the empty string if there is no customer
2519 my $cust_class = $self->cust_class;
2521 ? $cust_class->classname
2525 =item BILLING METHODS
2527 Documentation on billing methods has been moved to
2528 L<FS::cust_main::Billing>.
2530 =item REALTIME BILLING METHODS
2532 Documentation on realtime billing methods has been moved to
2533 L<FS::cust_main::Billing_Realtime>.
2537 Removes the I<paycvv> field from the database directly.
2539 If there is an error, returns the error, otherwise returns false.
2545 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2546 or return dbh->errstr;
2547 $sth->execute($self->custnum)
2548 or return $sth->errstr;
2553 =item batch_card OPTION => VALUE...
2555 Adds a payment for this invoice to the pending credit card batch (see
2556 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2557 runs the payment using a realtime gateway.
2562 my ($self, %options) = @_;
2565 if (exists($options{amount})) {
2566 $amount = $options{amount};
2568 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2570 return '' unless $amount > 0;
2572 my $invnum = delete $options{invnum};
2573 my $payby = $options{payby} || $self->payby; #still dubious
2575 if ($options{'realtime'}) {
2576 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2582 my $oldAutoCommit = $FS::UID::AutoCommit;
2583 local $FS::UID::AutoCommit = 0;
2586 #this needs to handle mysql as well as Pg, like svc_acct.pm
2587 #(make it into a common function if folks need to do batching with mysql)
2588 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2589 or return "Cannot lock pay_batch: " . $dbh->errstr;
2593 'payby' => FS::payby->payby2payment($payby),
2595 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2597 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2599 unless ( $pay_batch ) {
2600 $pay_batch = new FS::pay_batch \%pay_batch;
2601 my $error = $pay_batch->insert;
2603 $dbh->rollback if $oldAutoCommit;
2604 die "error creating new batch: $error\n";
2608 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2609 'batchnum' => $pay_batch->batchnum,
2610 'custnum' => $self->custnum,
2613 foreach (qw( address1 address2 city state zip country latitude longitude
2614 payby payinfo paydate payname ))
2616 $options{$_} = '' unless exists($options{$_});
2619 my $cust_pay_batch = new FS::cust_pay_batch ( {
2620 'batchnum' => $pay_batch->batchnum,
2621 'invnum' => $invnum || 0, # is there a better value?
2622 # this field should be
2624 # cust_bill_pay_batch now
2625 'custnum' => $self->custnum,
2626 'last' => $self->getfield('last'),
2627 'first' => $self->getfield('first'),
2628 'address1' => $options{address1} || $self->address1,
2629 'address2' => $options{address2} || $self->address2,
2630 'city' => $options{city} || $self->city,
2631 'state' => $options{state} || $self->state,
2632 'zip' => $options{zip} || $self->zip,
2633 'country' => $options{country} || $self->country,
2634 'payby' => $options{payby} || $self->payby,
2635 'payinfo' => $options{payinfo} || $self->payinfo,
2636 'exp' => $options{paydate} || $self->paydate,
2637 'payname' => $options{payname} || $self->payname,
2638 'amount' => $amount, # consolidating
2641 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2642 if $old_cust_pay_batch;
2645 if ($old_cust_pay_batch) {
2646 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2648 $error = $cust_pay_batch->insert;
2652 $dbh->rollback if $oldAutoCommit;
2656 my $unapplied = $self->total_unapplied_credits
2657 + $self->total_unapplied_payments
2658 + $self->in_transit_payments;
2659 foreach my $cust_bill ($self->open_cust_bill) {
2660 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2661 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2662 'invnum' => $cust_bill->invnum,
2663 'paybatchnum' => $cust_pay_batch->paybatchnum,
2664 'amount' => $cust_bill->owed,
2667 if ($unapplied >= $cust_bill_pay_batch->amount){
2668 $unapplied -= $cust_bill_pay_batch->amount;
2671 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2672 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2674 $error = $cust_bill_pay_batch->insert;
2676 $dbh->rollback if $oldAutoCommit;
2681 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2687 Returns the total owed for this customer on all invoices
2688 (see L<FS::cust_bill/owed>).
2694 $self->total_owed_date(2145859200); #12/31/2037
2697 =item total_owed_date TIME
2699 Returns the total owed for this customer on all invoices with date earlier than
2700 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2701 see L<Time::Local> and L<Date::Parse> for conversion functions.
2705 sub total_owed_date {
2709 my $custnum = $self->custnum;
2711 my $owed_sql = FS::cust_bill->owed_sql;
2714 SELECT SUM($owed_sql) FROM cust_bill
2715 WHERE custnum = $custnum
2719 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2723 =item total_owed_pkgnum PKGNUM
2725 Returns the total owed on all invoices for this customer's specific package
2726 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2730 sub total_owed_pkgnum {
2731 my( $self, $pkgnum ) = @_;
2732 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2735 =item total_owed_date_pkgnum TIME PKGNUM
2737 Returns the total owed for this customer's specific package when using
2738 experimental package balances on all invoices with date earlier than
2739 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2740 see L<Time::Local> and L<Date::Parse> for conversion functions.
2744 sub total_owed_date_pkgnum {
2745 my( $self, $time, $pkgnum ) = @_;
2748 foreach my $cust_bill (
2749 grep { $_->_date <= $time }
2750 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2752 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2754 sprintf( "%.2f", $total_bill );
2760 Returns the total amount of all payments.
2767 $total += $_->paid foreach $self->cust_pay;
2768 sprintf( "%.2f", $total );
2771 =item total_unapplied_credits
2773 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2774 customer. See L<FS::cust_credit/credited>.
2776 =item total_credited
2778 Old name for total_unapplied_credits. Don't use.
2782 sub total_credited {
2783 #carp "total_credited deprecated, use total_unapplied_credits";
2784 shift->total_unapplied_credits(@_);
2787 sub total_unapplied_credits {
2790 my $custnum = $self->custnum;
2792 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2795 SELECT SUM($unapplied_sql) FROM cust_credit
2796 WHERE custnum = $custnum
2799 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2803 =item total_unapplied_credits_pkgnum PKGNUM
2805 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2806 customer. See L<FS::cust_credit/credited>.
2810 sub total_unapplied_credits_pkgnum {
2811 my( $self, $pkgnum ) = @_;
2812 my $total_credit = 0;
2813 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2814 sprintf( "%.2f", $total_credit );
2818 =item total_unapplied_payments
2820 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2821 See L<FS::cust_pay/unapplied>.
2825 sub total_unapplied_payments {
2828 my $custnum = $self->custnum;
2830 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2833 SELECT SUM($unapplied_sql) FROM cust_pay
2834 WHERE custnum = $custnum
2837 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2841 =item total_unapplied_payments_pkgnum PKGNUM
2843 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2844 specific package when using experimental package balances. See
2845 L<FS::cust_pay/unapplied>.
2849 sub total_unapplied_payments_pkgnum {
2850 my( $self, $pkgnum ) = @_;
2851 my $total_unapplied = 0;
2852 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2853 sprintf( "%.2f", $total_unapplied );
2857 =item total_unapplied_refunds
2859 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2860 customer. See L<FS::cust_refund/unapplied>.
2864 sub total_unapplied_refunds {
2866 my $custnum = $self->custnum;
2868 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2871 SELECT SUM($unapplied_sql) FROM cust_refund
2872 WHERE custnum = $custnum
2875 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2881 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2882 total_unapplied_credits minus total_unapplied_payments).
2888 $self->balance_date_range;
2891 =item balance_date TIME
2893 Returns the balance for this customer, only considering invoices with date
2894 earlier than TIME (total_owed_date minus total_credited minus
2895 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2896 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2903 $self->balance_date_range(shift);
2906 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2908 Returns the balance for this customer, optionally considering invoices with
2909 date earlier than START_TIME, and not later than END_TIME
2910 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2912 Times are specified as SQL fragments or numeric
2913 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2914 L<Date::Parse> for conversion functions. The empty string can be passed
2915 to disable that time constraint completely.
2917 Available options are:
2921 =item unapplied_date
2923 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)
2929 sub balance_date_range {
2931 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2932 ') FROM cust_main WHERE custnum='. $self->custnum;
2933 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2936 =item balance_pkgnum PKGNUM
2938 Returns the balance for this customer's specific package when using
2939 experimental package balances (total_owed plus total_unrefunded, minus
2940 total_unapplied_credits minus total_unapplied_payments)
2944 sub balance_pkgnum {
2945 my( $self, $pkgnum ) = @_;
2948 $self->total_owed_pkgnum($pkgnum)
2949 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2950 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2951 - $self->total_unapplied_credits_pkgnum($pkgnum)
2952 - $self->total_unapplied_payments_pkgnum($pkgnum)
2956 =item in_transit_payments
2958 Returns the total of requests for payments for this customer pending in
2959 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
2963 sub in_transit_payments {
2965 my $in_transit_payments = 0;
2966 foreach my $pay_batch ( qsearch('pay_batch', {
2969 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
2970 'batchnum' => $pay_batch->batchnum,
2971 'custnum' => $self->custnum,
2973 $in_transit_payments += $cust_pay_batch->amount;
2976 sprintf( "%.2f", $in_transit_payments );
2981 Returns a hash of useful information for making a payment.
2991 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
2992 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
2993 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
2997 For credit card transactions:
3009 For electronic check transactions:
3024 $return{balance} = $self->balance;
3026 $return{payname} = $self->payname
3027 || ( $self->first. ' '. $self->get('last') );
3029 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
3031 $return{payby} = $self->payby;
3032 $return{stateid_state} = $self->stateid_state;
3034 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3035 $return{card_type} = cardtype($self->payinfo);
3036 $return{payinfo} = $self->paymask;
3038 @return{'month', 'year'} = $self->paydate_monthyear;
3042 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3043 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3044 $return{payinfo1} = $payinfo1;
3045 $return{payinfo2} = $payinfo2;
3046 $return{paytype} = $self->paytype;
3047 $return{paystate} = $self->paystate;
3051 #doubleclick protection
3053 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3059 =item paydate_monthyear
3061 Returns a two-element list consisting of the month and year of this customer's
3062 paydate (credit card expiration date for CARD customers)
3066 sub paydate_monthyear {
3068 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3070 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3079 Returns the exact time in seconds corresponding to the payment method
3080 expiration date. For CARD/DCRD customers this is the end of the month;
3081 for others (COMP is the only other payby that uses paydate) it's the start.
3082 Returns 0 if the paydate is empty or set to the far future.
3088 my ($month, $year) = $self->paydate_monthyear;
3089 return 0 if !$year or $year >= 2037;
3090 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3092 if ( $month == 13 ) {
3096 return timelocal(0,0,0,1,$month-1,$year) - 1;
3099 return timelocal(0,0,0,1,$month-1,$year);
3103 =item paydate_epoch_sql
3105 Class method. Returns an SQL expression to obtain the payment expiration date
3106 as a number of seconds.
3110 # Special expiration date behavior for non-CARD/DCRD customers has been
3111 # carefully preserved. Do we really use that?
3112 sub paydate_epoch_sql {
3114 my $table = shift || 'cust_main';
3115 my ($case1, $case2);
3116 if ( driver_name eq 'Pg' ) {
3117 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3118 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3120 elsif ( lc(driver_name) eq 'mysql' ) {
3121 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3122 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3125 return "CASE WHEN $table.payby IN('CARD','DCRD')
3131 =item tax_exemption TAXNAME
3136 my( $self, $taxname ) = @_;
3138 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3139 'taxname' => $taxname,
3144 =item cust_main_exemption
3148 sub cust_main_exemption {
3150 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3153 =item invoicing_list [ ARRAYREF ]
3155 If an arguement is given, sets these email addresses as invoice recipients
3156 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3157 (except as warnings), so use check_invoicing_list first.
3159 Returns a list of email addresses (with svcnum entries expanded).
3161 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3162 check it without disturbing anything by passing nothing.
3164 This interface may change in the future.
3168 sub invoicing_list {
3169 my( $self, $arrayref ) = @_;
3172 my @cust_main_invoice;
3173 if ( $self->custnum ) {
3174 @cust_main_invoice =
3175 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3177 @cust_main_invoice = ();
3179 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3180 #warn $cust_main_invoice->destnum;
3181 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3182 #warn $cust_main_invoice->destnum;
3183 my $error = $cust_main_invoice->delete;
3184 warn $error if $error;
3187 if ( $self->custnum ) {
3188 @cust_main_invoice =
3189 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3191 @cust_main_invoice = ();
3193 my %seen = map { $_->address => 1 } @cust_main_invoice;
3194 foreach my $address ( @{$arrayref} ) {
3195 next if exists $seen{$address} && $seen{$address};
3196 $seen{$address} = 1;
3197 my $cust_main_invoice = new FS::cust_main_invoice ( {
3198 'custnum' => $self->custnum,
3201 my $error = $cust_main_invoice->insert;
3202 warn $error if $error;
3206 if ( $self->custnum ) {
3208 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3215 =item check_invoicing_list ARRAYREF
3217 Checks these arguements as valid input for the invoicing_list method. If there
3218 is an error, returns the error, otherwise returns false.
3222 sub check_invoicing_list {
3223 my( $self, $arrayref ) = @_;
3225 foreach my $address ( @$arrayref ) {
3227 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3228 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3231 my $cust_main_invoice = new FS::cust_main_invoice ( {
3232 'custnum' => $self->custnum,
3235 my $error = $self->custnum
3236 ? $cust_main_invoice->check
3237 : $cust_main_invoice->checkdest
3239 return $error if $error;
3243 return "Email address required"
3244 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3245 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3250 =item set_default_invoicing_list
3252 Sets the invoicing list to all accounts associated with this customer,
3253 overwriting any previous invoicing list.
3257 sub set_default_invoicing_list {
3259 $self->invoicing_list($self->all_emails);
3264 Returns the email addresses of all accounts provisioned for this customer.
3271 foreach my $cust_pkg ( $self->all_pkgs ) {
3272 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3274 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3275 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3277 $list{$_}=1 foreach map { $_->email } @svc_acct;
3282 =item invoicing_list_addpost
3284 Adds postal invoicing to this customer. If this customer is already configured
3285 to receive postal invoices, does nothing.
3289 sub invoicing_list_addpost {
3291 return if grep { $_ eq 'POST' } $self->invoicing_list;
3292 my @invoicing_list = $self->invoicing_list;
3293 push @invoicing_list, 'POST';
3294 $self->invoicing_list(\@invoicing_list);
3297 =item invoicing_list_emailonly
3299 Returns the list of email invoice recipients (invoicing_list without non-email
3300 destinations such as POST and FAX).
3304 sub invoicing_list_emailonly {
3306 warn "$me invoicing_list_emailonly called"
3308 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3311 =item invoicing_list_emailonly_scalar
3313 Returns the list of email invoice recipients (invoicing_list without non-email
3314 destinations such as POST and FAX) as a comma-separated scalar.
3318 sub invoicing_list_emailonly_scalar {
3320 warn "$me invoicing_list_emailonly_scalar called"
3322 join(', ', $self->invoicing_list_emailonly);
3325 =item referral_custnum_cust_main
3327 Returns the customer who referred this customer (or the empty string, if
3328 this customer was not referred).
3330 Note the difference with referral_cust_main method: This method,
3331 referral_custnum_cust_main returns the single customer (if any) who referred
3332 this customer, while referral_cust_main returns an array of customers referred
3337 sub referral_custnum_cust_main {
3339 return '' unless $self->referral_custnum;
3340 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3343 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3345 Returns an array of customers referred by this customer (referral_custnum set
3346 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3347 customers referred by customers referred by this customer and so on, inclusive.
3348 The default behavior is DEPTH 1 (no recursion).
3350 Note the difference with referral_custnum_cust_main method: This method,
3351 referral_cust_main, returns an array of customers referred BY this customer,
3352 while referral_custnum_cust_main returns the single customer (if any) who
3353 referred this customer.
3357 sub referral_cust_main {
3359 my $depth = @_ ? shift : 1;
3360 my $exclude = @_ ? shift : {};
3363 map { $exclude->{$_->custnum}++; $_; }
3364 grep { ! $exclude->{ $_->custnum } }
3365 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3369 map { $_->referral_cust_main($depth-1, $exclude) }
3376 =item referral_cust_main_ncancelled
3378 Same as referral_cust_main, except only returns customers with uncancelled
3383 sub referral_cust_main_ncancelled {
3385 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3388 =item referral_cust_pkg [ DEPTH ]
3390 Like referral_cust_main, except returns a flat list of all unsuspended (and
3391 uncancelled) packages for each customer. The number of items in this list may
3392 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3396 sub referral_cust_pkg {
3398 my $depth = @_ ? shift : 1;
3400 map { $_->unsuspended_pkgs }
3401 grep { $_->unsuspended_pkgs }
3402 $self->referral_cust_main($depth);
3405 =item referring_cust_main
3407 Returns the single cust_main record for the customer who referred this customer
3408 (referral_custnum), or false.
3412 sub referring_cust_main {
3414 return '' unless $self->referral_custnum;
3415 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3418 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3420 Applies a credit to this customer. If there is an error, returns the error,
3421 otherwise returns false.
3423 REASON can be a text string, an FS::reason object, or a scalar reference to
3424 a reasonnum. If a text string, it will be automatically inserted as a new
3425 reason, and a 'reason_type' option must be passed to indicate the
3426 FS::reason_type for the new reason.
3428 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3430 Any other options are passed to FS::cust_credit::insert.
3435 my( $self, $amount, $reason, %options ) = @_;
3437 my $cust_credit = new FS::cust_credit {
3438 'custnum' => $self->custnum,
3439 'amount' => $amount,
3442 if ( ref($reason) ) {
3444 if ( ref($reason) eq 'SCALAR' ) {
3445 $cust_credit->reasonnum( $$reason );
3447 $cust_credit->reasonnum( $reason->reasonnum );
3451 $cust_credit->set('reason', $reason)
3454 for (qw( addlinfo eventnum )) {
3455 $cust_credit->$_( delete $options{$_} )
3456 if exists($options{$_});
3459 $cust_credit->insert(%options);
3463 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3465 Creates a one-time charge for this customer. If there is an error, returns
3466 the error, otherwise returns false.
3468 New-style, with a hashref of options:
3470 my $error = $cust_main->charge(
3474 'start_date' => str2time('7/4/2009'),
3475 'pkg' => 'Description',
3476 'comment' => 'Comment',
3477 'additional' => [], #extra invoice detail
3478 'classnum' => 1, #pkg_class
3480 'setuptax' => '', # or 'Y' for tax exempt
3483 'taxclass' => 'Tax class',
3486 'taxproduct' => 2, #part_pkg_taxproduct
3487 'override' => {}, #XXX describe
3489 #will be filled in with the new object
3490 'cust_pkg_ref' => \$cust_pkg,
3492 #generate an invoice immediately
3494 'invoice_terms' => '', #with these terms
3500 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3506 my ( $amount, $quantity, $start_date, $classnum );
3507 my ( $pkg, $comment, $additional );
3508 my ( $setuptax, $taxclass ); #internal taxes
3509 my ( $taxproduct, $override ); #vendor (CCH) taxes
3511 my $cust_pkg_ref = '';
3512 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3513 if ( ref( $_[0] ) ) {
3514 $amount = $_[0]->{amount};
3515 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3516 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3517 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3518 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3519 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3520 : '$'. sprintf("%.2f",$amount);
3521 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3522 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3523 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3524 $additional = $_[0]->{additional} || [];
3525 $taxproduct = $_[0]->{taxproductnum};
3526 $override = { '' => $_[0]->{tax_override} };
3527 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3528 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3529 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3534 $pkg = @_ ? shift : 'One-time charge';
3535 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3537 $taxclass = @_ ? shift : '';
3541 local $SIG{HUP} = 'IGNORE';
3542 local $SIG{INT} = 'IGNORE';
3543 local $SIG{QUIT} = 'IGNORE';
3544 local $SIG{TERM} = 'IGNORE';
3545 local $SIG{TSTP} = 'IGNORE';
3546 local $SIG{PIPE} = 'IGNORE';
3548 my $oldAutoCommit = $FS::UID::AutoCommit;
3549 local $FS::UID::AutoCommit = 0;
3552 my $part_pkg = new FS::part_pkg ( {
3554 'comment' => $comment,
3558 'classnum' => ( $classnum ? $classnum : '' ),
3559 'setuptax' => $setuptax,
3560 'taxclass' => $taxclass,
3561 'taxproductnum' => $taxproduct,
3564 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3565 ( 0 .. @$additional - 1 )
3567 'additional_count' => scalar(@$additional),
3568 'setup_fee' => $amount,
3571 my $error = $part_pkg->insert( options => \%options,
3572 tax_overrides => $override,
3575 $dbh->rollback if $oldAutoCommit;
3579 my $pkgpart = $part_pkg->pkgpart;
3580 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3581 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3582 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3583 $error = $type_pkgs->insert;
3585 $dbh->rollback if $oldAutoCommit;
3590 my $cust_pkg = new FS::cust_pkg ( {
3591 'custnum' => $self->custnum,
3592 'pkgpart' => $pkgpart,
3593 'quantity' => $quantity,
3594 'start_date' => $start_date,
3595 'no_auto' => $no_auto,
3598 $error = $cust_pkg->insert;
3600 $dbh->rollback if $oldAutoCommit;
3602 } elsif ( $cust_pkg_ref ) {
3603 ${$cust_pkg_ref} = $cust_pkg;
3607 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3608 'pkg_list' => [ $cust_pkg ],
3611 $dbh->rollback if $oldAutoCommit;
3616 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3621 #=item charge_postal_fee
3623 #Applies a one time charge this customer. If there is an error,
3624 #returns the error, returns the cust_pkg charge object or false
3625 #if there was no charge.
3629 # This should be a customer event. For that to work requires that bill
3630 # also be a customer event.
3632 sub charge_postal_fee {
3635 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3636 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3638 my $cust_pkg = new FS::cust_pkg ( {
3639 'custnum' => $self->custnum,
3640 'pkgpart' => $pkgpart,
3644 my $error = $cust_pkg->insert;
3645 $error ? $error : $cust_pkg;
3648 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3650 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3652 Optionally, a list or hashref of additional arguments to the qsearch call can
3659 my $opt = ref($_[0]) ? shift : { @_ };
3661 #return $self->num_cust_bill unless wantarray || keys %$opt;
3663 $opt->{'table'} = 'cust_bill';
3664 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3665 $opt->{'hashref'}{'custnum'} = $self->custnum;
3666 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3668 map { $_ } #behavior of sort undefined in scalar context
3669 sort { $a->_date <=> $b->_date }
3673 =item open_cust_bill
3675 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3680 sub open_cust_bill {
3684 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3690 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3692 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3696 sub legacy_cust_bill {
3699 #return $self->num_legacy_cust_bill unless wantarray;
3701 map { $_ } #behavior of sort undefined in scalar context
3702 sort { $a->_date <=> $b->_date }
3703 qsearch({ 'table' => 'legacy_cust_bill',
3704 'hashref' => { 'custnum' => $self->custnum, },
3705 'order_by' => 'ORDER BY _date ASC',
3709 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3711 Returns all the statements (see L<FS::cust_statement>) for this customer.
3713 Optionally, a list or hashref of additional arguments to the qsearch call can
3718 sub cust_statement {
3720 my $opt = ref($_[0]) ? shift : { @_ };
3722 #return $self->num_cust_statement unless wantarray || keys %$opt;
3724 $opt->{'table'} = 'cust_statement';
3725 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3726 $opt->{'hashref'}{'custnum'} = $self->custnum;
3727 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3729 map { $_ } #behavior of sort undefined in scalar context
3730 sort { $a->_date <=> $b->_date }
3734 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3736 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3738 Optionally, a list or hashref of additional arguments to the qsearch call can
3739 be passed following the SVCDB.
3746 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3747 warn "$me svc_x requires a svcdb";
3750 my $opt = ref($_[0]) ? shift : { @_ };
3752 $opt->{'table'} = $svcdb;
3753 $opt->{'addl_from'} =
3754 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3755 ($opt->{'addl_from'} || '');
3757 my $custnum = $self->custnum;
3758 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3759 my $where = "cust_pkg.custnum = $custnum";
3761 my $extra_sql = $opt->{'extra_sql'} || '';
3762 if ( keys %{ $opt->{'hashref'} } ) {
3763 $extra_sql = " AND $where $extra_sql";
3766 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3767 $extra_sql = "WHERE $where AND $1";
3770 $extra_sql = "WHERE $where $extra_sql";
3773 $opt->{'extra_sql'} = $extra_sql;
3778 # required for use as an eventtable;
3781 $self->svc_x('svc_acct', @_);
3786 Returns all the credits (see L<FS::cust_credit>) for this customer.
3792 map { $_ } #return $self->num_cust_credit unless wantarray;
3793 sort { $a->_date <=> $b->_date }
3794 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3797 =item cust_credit_pkgnum
3799 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3800 package when using experimental package balances.
3804 sub cust_credit_pkgnum {
3805 my( $self, $pkgnum ) = @_;
3806 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3807 sort { $a->_date <=> $b->_date }
3808 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3809 'pkgnum' => $pkgnum,
3816 Returns all the payments (see L<FS::cust_pay>) for this customer.
3822 return $self->num_cust_pay unless wantarray;
3823 sort { $a->_date <=> $b->_date }
3824 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
3829 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3830 called automatically when the cust_pay method is used in a scalar context.
3836 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3837 my $sth = dbh->prepare($sql) or die dbh->errstr;
3838 $sth->execute($self->custnum) or die $sth->errstr;
3839 $sth->fetchrow_arrayref->[0];
3842 =item cust_pay_pkgnum
3844 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3845 package when using experimental package balances.
3849 sub cust_pay_pkgnum {
3850 my( $self, $pkgnum ) = @_;
3851 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3852 sort { $a->_date <=> $b->_date }
3853 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3854 'pkgnum' => $pkgnum,
3861 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3867 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3868 sort { $a->_date <=> $b->_date }
3869 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3872 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3874 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
3876 Optionally, a list or hashref of additional arguments to the qsearch call can
3881 sub cust_pay_batch {
3883 my $opt = ref($_[0]) ? shift : { @_ };
3885 #return $self->num_cust_statement unless wantarray || keys %$opt;
3887 $opt->{'table'} = 'cust_pay_batch';
3888 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3889 $opt->{'hashref'}{'custnum'} = $self->custnum;
3890 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
3892 map { $_ } #behavior of sort undefined in scalar context
3893 sort { $a->paybatchnum <=> $b->paybatchnum }
3897 =item cust_pay_pending
3899 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
3900 (without status "done").
3904 sub cust_pay_pending {
3906 return $self->num_cust_pay_pending unless wantarray;
3907 sort { $a->_date <=> $b->_date }
3908 qsearch( 'cust_pay_pending', {
3909 'custnum' => $self->custnum,
3910 'status' => { op=>'!=', value=>'done' },
3915 =item cust_pay_pending_attempt
3917 Returns all payment attempts / declined payments for this customer, as pending
3918 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
3919 a corresponding payment (see L<FS::cust_pay>).
3923 sub cust_pay_pending_attempt {
3925 return $self->num_cust_pay_pending_attempt unless wantarray;
3926 sort { $a->_date <=> $b->_date }
3927 qsearch( 'cust_pay_pending', {
3928 'custnum' => $self->custnum,
3935 =item num_cust_pay_pending
3937 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3938 customer (without status "done"). Also called automatically when the
3939 cust_pay_pending method is used in a scalar context.
3943 sub num_cust_pay_pending {
3946 " SELECT COUNT(*) FROM cust_pay_pending ".
3947 " WHERE custnum = ? AND status != 'done' ",
3952 =item num_cust_pay_pending_attempt
3954 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
3955 customer, with status "done" but without a corresp. Also called automatically when the
3956 cust_pay_pending method is used in a scalar context.
3960 sub num_cust_pay_pending_attempt {
3963 " SELECT COUNT(*) FROM cust_pay_pending ".
3964 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
3971 Returns all the refunds (see L<FS::cust_refund>) for this customer.
3977 map { $_ } #return $self->num_cust_refund unless wantarray;
3978 sort { $a->_date <=> $b->_date }
3979 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
3982 =item display_custnum
3984 Returns the displayed customer number for this customer: agent_custid if
3985 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
3989 sub display_custnum {
3992 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
3993 if ( my $special = $conf->config('cust_main-custnum-display_special') ) {
3994 if ( $special eq 'CoStAg' ) {
3995 $prefix = uc( join('',
3997 ($self->state =~ /^(..)/),
3998 $prefix || ($self->agent->agent =~ /^(..)/)
4001 elsif ( $special eq 'CoStCl' ) {
4002 $prefix = uc( join('',
4004 ($self->state =~ /^(..)/),
4005 ($self->classnum ? $self->cust_class->classname =~ /^(..)/ : '__')
4008 # add any others here if needed
4011 my $length = $conf->config('cust_main-custnum-display_length');
4012 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
4013 return $self->agent_custid;
4014 } elsif ( $prefix ) {
4015 $length = 8 if !defined($length);
4017 sprintf('%0'.$length.'d', $self->custnum)
4018 } elsif ( $length ) {
4019 return sprintf('%0'.$length.'d', $self->custnum);
4021 return $self->custnum;
4027 Returns a name string for this customer, either "Company (Last, First)" or
4034 my $name = $self->contact;
4035 $name = $self->company. " ($name)" if $self->company;
4041 Returns a name string for this (service/shipping) contact, either
4042 "Company (Last, First)" or "Last, First".
4048 if ( $self->get('ship_last') ) {
4049 my $name = $self->ship_contact;
4050 $name = $self->ship_company. " ($name)" if $self->ship_company;
4059 Returns a name string for this customer, either "Company" or "First Last".
4065 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4068 =item ship_name_short
4070 Returns a name string for this (service/shipping) contact, either "Company"
4075 sub ship_name_short {
4077 if ( $self->get('ship_last') ) {
4078 $self->ship_company !~ /^\s*$/
4079 ? $self->ship_company
4080 : $self->ship_contact_firstlast;
4082 $self->name_company_or_firstlast;
4088 Returns this customer's full (billing) contact name only, "Last, First"
4094 $self->get('last'). ', '. $self->first;
4099 Returns this customer's full (shipping) contact name only, "Last, First"
4105 $self->get('ship_last')
4106 ? $self->get('ship_last'). ', '. $self->ship_first
4110 =item contact_firstlast
4112 Returns this customers full (billing) contact name only, "First Last".
4116 sub contact_firstlast {
4118 $self->first. ' '. $self->get('last');
4121 =item ship_contact_firstlast
4123 Returns this customer's full (shipping) contact name only, "First Last".
4127 sub ship_contact_firstlast {
4129 $self->get('ship_last')
4130 ? $self->first. ' '. $self->get('ship_last')
4131 : $self->contact_firstlast;
4136 Returns this customer's full country name
4142 code2country($self->country);
4145 =item geocode DATA_VENDOR
4147 Returns a value for the customer location as encoded by DATA_VENDOR.
4148 Currently this only makes sense for "CCH" as DATA_VENDOR.
4156 Returns a status string for this customer, currently:
4160 =item prospect - No packages have ever been ordered
4162 =item ordered - Recurring packages all are new (not yet billed).
4164 =item active - One or more recurring packages is active
4166 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4168 =item suspended - All non-cancelled recurring packages are suspended
4170 =item cancelled - All recurring packages are cancelled
4174 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4175 cust_main-status_module configuration option.
4179 sub status { shift->cust_status(@_); }
4183 for my $status ( FS::cust_main->statuses() ) {
4184 my $method = $status.'_sql';
4185 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4186 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4187 $sth->execute( ($self->custnum) x $numnum )
4188 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4189 return $status if $sth->fetchrow_arrayref->[0];
4193 =item ucfirst_cust_status
4195 =item ucfirst_status
4197 Returns the status with the first character capitalized.
4201 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4203 sub ucfirst_cust_status {
4205 ucfirst($self->cust_status);
4210 Returns a hex triplet color string for this customer's status.
4214 sub statuscolor { shift->cust_statuscolor(@_); }
4216 sub cust_statuscolor {
4218 __PACKAGE__->statuscolors->{$self->cust_status};
4223 Returns an array of hashes representing the customer's RT tickets.
4230 my $num = $conf->config('cust_main-max_tickets') || 10;
4233 if ( $conf->config('ticket_system') ) {
4234 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4236 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
4240 foreach my $priority (
4241 $conf->config('ticket_system-custom_priority_field-values'), ''
4243 last if scalar(@tickets) >= $num;
4245 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4246 $num - scalar(@tickets),
4256 # Return services representing svc_accts in customer support packages
4257 sub support_services {
4259 my %packages = map { $_ => 1 } $conf->config('support_packages');
4261 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4262 grep { $_->part_svc->svcdb eq 'svc_acct' }
4263 map { $_->cust_svc }
4264 grep { exists $packages{ $_->pkgpart } }
4265 $self->ncancelled_pkgs;
4269 # Return a list of latitude/longitude for one of the services (if any)
4270 sub service_coordinates {
4274 grep { $_->latitude && $_->longitude }
4276 map { $_->cust_svc }
4277 $self->ncancelled_pkgs;
4279 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4284 Returns a masked version of the named field
4289 my ($self,$field) = @_;
4293 'x'x(length($self->getfield($field))-4).
4294 substr($self->getfield($field), (length($self->getfield($field))-4));
4300 =head1 CLASS METHODS
4306 Class method that returns the list of possible status strings for customers
4307 (see L<the status method|/status>). For example:
4309 @statuses = FS::cust_main->statuses();
4315 keys %{ $self->statuscolors };
4318 =item cust_status_sql
4320 Returns an SQL fragment to determine the status of a cust_main record, as a
4325 sub cust_status_sql {
4327 for my $status ( FS::cust_main->statuses() ) {
4328 my $method = $status.'_sql';
4329 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4338 Returns an SQL expression identifying prospective cust_main records (customers
4339 with no packages ever ordered)
4343 use vars qw($select_count_pkgs);
4344 $select_count_pkgs =
4345 "SELECT COUNT(*) FROM cust_pkg
4346 WHERE cust_pkg.custnum = cust_main.custnum";
4348 sub select_count_pkgs_sql {
4353 " 0 = ( $select_count_pkgs ) ";
4358 Returns an SQL expression identifying ordered cust_main records (customers with
4359 no active packages, but recurring packages not yet setup or one time charges
4365 FS::cust_main->none_active_sql.
4366 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4371 Returns an SQL expression identifying active cust_main records (customers with
4372 active recurring packages).
4377 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4380 =item none_active_sql
4382 Returns an SQL expression identifying cust_main records with no active
4383 recurring packages. This includes customers of status prospect, ordered,
4384 inactive, and suspended.
4388 sub none_active_sql {
4389 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4394 Returns an SQL expression identifying inactive cust_main records (customers with
4395 no active recurring packages, but otherwise unsuspended/uncancelled).
4400 FS::cust_main->none_active_sql.
4401 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4407 Returns an SQL expression identifying suspended cust_main records.
4412 sub suspended_sql { susp_sql(@_); }
4414 FS::cust_main->none_active_sql.
4415 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4421 Returns an SQL expression identifying cancelled cust_main records.
4425 sub cancel_sql { shift->cancelled_sql(@_); }
4428 =item uncancelled_sql
4430 Returns an SQL expression identifying un-cancelled cust_main records.
4434 sub uncancelled_sql { uncancel_sql(@_); }
4435 sub uncancel_sql { "
4436 ( 0 < ( $select_count_pkgs
4437 AND ( cust_pkg.cancel IS NULL
4438 OR cust_pkg.cancel = 0
4441 OR 0 = ( $select_count_pkgs )
4447 Returns an SQL fragment to retreive the balance.
4452 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4453 WHERE cust_bill.custnum = cust_main.custnum )
4454 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4455 WHERE cust_pay.custnum = cust_main.custnum )
4456 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4457 WHERE cust_credit.custnum = cust_main.custnum )
4458 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4459 WHERE cust_refund.custnum = cust_main.custnum )
4462 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4464 Returns an SQL fragment to retreive the balance for this customer, optionally
4465 considering invoices with date earlier than START_TIME, and not
4466 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4467 total_unapplied_payments).
4469 Times are specified as SQL fragments or numeric
4470 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4471 L<Date::Parse> for conversion functions. The empty string can be passed
4472 to disable that time constraint completely.
4474 Available options are:
4478 =item unapplied_date
4480 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)
4485 set to true to remove all customer comparison clauses, for totals
4490 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4495 JOIN clause (typically used with the total option)
4499 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4500 time will be ignored. Note that START_TIME and END_TIME only limit the date
4501 range for invoices and I<unapplied> payments, credits, and refunds.
4507 sub balance_date_sql {
4508 my( $class, $start, $end, %opt ) = @_;
4510 my $cutoff = $opt{'cutoff'};
4512 my $owed = FS::cust_bill->owed_sql($cutoff);
4513 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4514 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4515 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4517 my $j = $opt{'join'} || '';
4519 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4520 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4521 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4522 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4524 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4525 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4526 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4527 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4532 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4534 Returns an SQL fragment to retreive the total unapplied payments for this
4535 customer, only considering payments with date earlier than START_TIME, and
4536 optionally not later than END_TIME.
4538 Times are specified as SQL fragments or numeric
4539 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4540 L<Date::Parse> for conversion functions. The empty string can be passed
4541 to disable that time constraint completely.
4543 Available options are:
4547 sub unapplied_payments_date_sql {
4548 my( $class, $start, $end, %opt ) = @_;
4550 my $cutoff = $opt{'cutoff'};
4552 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4554 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4555 'unapplied_date'=>1 );
4557 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4560 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4562 Helper method for balance_date_sql; name (and usage) subject to change
4563 (suggestions welcome).
4565 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4566 cust_refund, cust_credit or cust_pay).
4568 If TABLE is "cust_bill" or the unapplied_date option is true, only
4569 considers records with date earlier than START_TIME, and optionally not
4570 later than END_TIME .
4574 sub _money_table_where {
4575 my( $class, $table, $start, $end, %opt ) = @_;
4578 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4579 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4580 push @where, "$table._date <= $start" if defined($start) && length($start);
4581 push @where, "$table._date > $end" if defined($end) && length($end);
4583 push @where, @{$opt{'where'}} if $opt{'where'};
4584 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4590 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4591 use FS::cust_main::Search;
4594 FS::cust_main::Search->search(@_);
4609 #warn join('-',keys %$param);
4610 my $fh = $param->{filehandle};
4611 my $agentnum = $param->{agentnum};
4612 my $format = $param->{format};
4614 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4617 if ( $format eq 'simple' ) {
4618 @fields = qw( custnum agent_custid amount pkg );
4620 die "unknown format $format";
4623 eval "use Text::CSV_XS;";
4626 my $csv = new Text::CSV_XS;
4633 local $SIG{HUP} = 'IGNORE';
4634 local $SIG{INT} = 'IGNORE';
4635 local $SIG{QUIT} = 'IGNORE';
4636 local $SIG{TERM} = 'IGNORE';
4637 local $SIG{TSTP} = 'IGNORE';
4638 local $SIG{PIPE} = 'IGNORE';
4640 my $oldAutoCommit = $FS::UID::AutoCommit;
4641 local $FS::UID::AutoCommit = 0;
4644 #while ( $columns = $csv->getline($fh) ) {
4646 while ( defined($line=<$fh>) ) {
4648 $csv->parse($line) or do {
4649 $dbh->rollback if $oldAutoCommit;
4650 return "can't parse: ". $csv->error_input();
4653 my @columns = $csv->fields();
4654 #warn join('-',@columns);
4657 foreach my $field ( @fields ) {
4658 $row{$field} = shift @columns;
4661 if ( $row{custnum} && $row{agent_custid} ) {
4662 dbh->rollback if $oldAutoCommit;
4663 return "can't specify custnum with agent_custid $row{agent_custid}";
4667 if ( $row{agent_custid} && $agentnum ) {
4668 %hash = ( 'agent_custid' => $row{agent_custid},
4669 'agentnum' => $agentnum,
4673 if ( $row{custnum} ) {
4674 %hash = ( 'custnum' => $row{custnum} );
4677 unless ( scalar(keys %hash) ) {
4678 $dbh->rollback if $oldAutoCommit;
4679 return "can't find customer without custnum or agent_custid and agentnum";
4682 my $cust_main = qsearchs('cust_main', { %hash } );
4683 unless ( $cust_main ) {
4684 $dbh->rollback if $oldAutoCommit;
4685 my $custnum = $row{custnum} || $row{agent_custid};
4686 return "unknown custnum $custnum";
4689 if ( $row{'amount'} > 0 ) {
4690 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
4692 $dbh->rollback if $oldAutoCommit;
4696 } elsif ( $row{'amount'} < 0 ) {
4697 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
4700 $dbh->rollback if $oldAutoCommit;
4710 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
4712 return "Empty file!" unless $imported;
4718 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4720 Deprecated. Use event notification and message templates
4721 (L<FS::msg_template>) instead.
4723 Sends a templated email notification to the customer (see L<Text::Template>).
4725 OPTIONS is a hash and may include
4727 I<from> - the email sender (default is invoice_from)
4729 I<to> - comma-separated scalar or arrayref of recipients
4730 (default is invoicing_list)
4732 I<subject> - The subject line of the sent email notification
4733 (default is "Notice from company_name")
4735 I<extra_fields> - a hashref of name/value pairs which will be substituted
4738 The following variables are vavailable in the template.
4740 I<$first> - the customer first name
4741 I<$last> - the customer last name
4742 I<$company> - the customer company
4743 I<$payby> - a description of the method of payment for the customer
4744 # would be nice to use FS::payby::shortname
4745 I<$payinfo> - the account information used to collect for this customer
4746 I<$expdate> - the expiration of the customer payment in seconds from epoch
4751 my ($self, $template, %options) = @_;
4753 return unless $conf->exists($template);
4755 my $from = $conf->config('invoice_from', $self->agentnum)
4756 if $conf->exists('invoice_from', $self->agentnum);
4757 $from = $options{from} if exists($options{from});
4759 my $to = join(',', $self->invoicing_list_emailonly);
4760 $to = $options{to} if exists($options{to});
4762 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
4763 if $conf->exists('company_name', $self->agentnum);
4764 $subject = $options{subject} if exists($options{subject});
4766 my $notify_template = new Text::Template (TYPE => 'ARRAY',
4767 SOURCE => [ map "$_\n",
4768 $conf->config($template)]
4770 or die "can't create new Text::Template object: Text::Template::ERROR";
4771 $notify_template->compile()
4772 or die "can't compile template: Text::Template::ERROR";
4774 $FS::notify_template::_template::company_name =
4775 $conf->config('company_name', $self->agentnum);
4776 $FS::notify_template::_template::company_address =
4777 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
4779 my $paydate = $self->paydate || '2037-12-31';
4780 $FS::notify_template::_template::first = $self->first;
4781 $FS::notify_template::_template::last = $self->last;
4782 $FS::notify_template::_template::company = $self->company;
4783 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
4784 my $payby = $self->payby;
4785 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4786 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4788 #credit cards expire at the end of the month/year of their exp date
4789 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4790 $FS::notify_template::_template::payby = 'credit card';
4791 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4792 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4794 }elsif ($payby eq 'COMP') {
4795 $FS::notify_template::_template::payby = 'complimentary account';
4797 $FS::notify_template::_template::payby = 'current method';
4799 $FS::notify_template::_template::expdate = $expire_time;
4801 for (keys %{$options{extra_fields}}){
4803 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
4806 send_email(from => $from,
4808 subject => $subject,
4809 body => $notify_template->fill_in( PACKAGE =>
4810 'FS::notify_template::_template' ),
4815 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
4817 Generates a templated notification to the customer (see L<Text::Template>).
4819 OPTIONS is a hash and may include
4821 I<extra_fields> - a hashref of name/value pairs which will be substituted
4822 into the template. These values may override values mentioned below
4823 and those from the customer record.
4825 The following variables are available in the template instead of or in addition
4826 to the fields of the customer record.
4828 I<$payby> - a description of the method of payment for the customer
4829 # would be nice to use FS::payby::shortname
4830 I<$payinfo> - the masked account information used to collect for this customer
4831 I<$expdate> - the expiration of the customer payment method in seconds from epoch
4832 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
4836 # a lot like cust_bill::print_latex
4837 sub generate_letter {
4838 my ($self, $template, %options) = @_;
4840 return unless $conf->exists($template);
4842 my $letter_template = new Text::Template
4844 SOURCE => [ map "$_\n", $conf->config($template)],
4845 DELIMITERS => [ '[@--', '--@]' ],
4847 or die "can't create new Text::Template object: Text::Template::ERROR";
4849 $letter_template->compile()
4850 or die "can't compile template: Text::Template::ERROR";
4852 my %letter_data = map { $_ => $self->$_ } $self->fields;
4853 $letter_data{payinfo} = $self->mask_payinfo;
4855 #my $paydate = $self->paydate || '2037-12-31';
4856 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
4858 my $payby = $self->payby;
4859 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
4860 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
4862 #credit cards expire at the end of the month/year of their exp date
4863 if ($payby eq 'CARD' || $payby eq 'DCRD') {
4864 $letter_data{payby} = 'credit card';
4865 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
4866 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
4868 }elsif ($payby eq 'COMP') {
4869 $letter_data{payby} = 'complimentary account';
4871 $letter_data{payby} = 'current method';
4873 $letter_data{expdate} = $expire_time;
4875 for (keys %{$options{extra_fields}}){
4876 $letter_data{$_} = $options{extra_fields}->{$_};
4879 unless(exists($letter_data{returnaddress})){
4880 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
4881 $self->agent_template)
4883 if ( length($retadd) ) {
4884 $letter_data{returnaddress} = $retadd;
4885 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
4886 $letter_data{returnaddress} =
4887 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
4891 ( $conf->config('company_name', $self->agentnum),
4892 $conf->config('company_address', $self->agentnum),
4896 $letter_data{returnaddress} = '~';
4900 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
4902 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
4904 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
4906 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4910 ) or die "can't open temp file: $!\n";
4911 print $lh $conf->config_binary('logo.eps', $self->agentnum)
4912 or die "can't write temp file: $!\n";
4914 $letter_data{'logo_file'} = $lh->filename;
4916 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
4920 ) or die "can't open temp file: $!\n";
4922 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
4924 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
4925 return ($1, $letter_data{'logo_file'});
4929 =item print_ps TEMPLATE
4931 Returns an postscript letter filled in from TEMPLATE, as a scalar.
4937 my($file, $lfile) = $self->generate_letter(@_);
4938 my $ps = FS::Misc::generate_ps($file);
4939 unlink($file.'.tex');
4945 =item print TEMPLATE
4947 Prints the filled in template.
4949 TEMPLATE is the name of a L<Text::Template> to fill in and print.
4953 sub queueable_print {
4956 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
4957 or die "invalid customer number: " . $opt{custvnum};
4959 my $error = $self->print( $opt{template} );
4960 die $error if $error;
4964 my ($self, $template) = (shift, shift);
4965 do_print [ $self->print_ps($template) ];
4968 #these three subs should just go away once agent stuff is all config overrides
4970 sub agent_template {
4972 $self->_agent_plandata('agent_templatename');
4975 sub agent_invoice_from {
4977 $self->_agent_plandata('agent_invoice_from');
4980 sub _agent_plandata {
4981 my( $self, $option ) = @_;
4983 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
4984 #agent-specific Conf
4986 use FS::part_event::Condition;
4988 my $agentnum = $self->agentnum;
4990 my $regexp = regexp_sql();
4992 my $part_event_option =
4994 'select' => 'part_event_option.*',
4995 'table' => 'part_event_option',
4997 LEFT JOIN part_event USING ( eventpart )
4998 LEFT JOIN part_event_option AS peo_agentnum
4999 ON ( part_event.eventpart = peo_agentnum.eventpart
5000 AND peo_agentnum.optionname = 'agentnum'
5001 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5003 LEFT JOIN part_event_condition
5004 ON ( part_event.eventpart = part_event_condition.eventpart
5005 AND part_event_condition.conditionname = 'cust_bill_age'
5007 LEFT JOIN part_event_condition_option
5008 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5009 AND part_event_condition_option.optionname = 'age'
5012 #'hashref' => { 'optionname' => $option },
5013 #'hashref' => { 'part_event_option.optionname' => $option },
5015 " WHERE part_event_option.optionname = ". dbh->quote($option).
5016 " AND action = 'cust_bill_send_agent' ".
5017 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5018 " AND peo_agentnum.optionname = 'agentnum' ".
5019 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5021 CASE WHEN part_event_condition_option.optionname IS NULL
5023 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5025 , part_event.weight".
5029 unless ( $part_event_option ) {
5030 return $self->agent->invoice_template || ''
5031 if $option eq 'agent_templatename';
5035 $part_event_option->optionvalue;
5039 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5041 Subroutine (not a method), designed to be called from the queue.
5043 Takes a list of options and values.
5045 Pulls up the customer record via the custnum option and calls bill_and_collect.
5050 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5052 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5053 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5055 $cust_main->bill_and_collect( %args );
5058 sub process_bill_and_collect {
5060 my $param = thaw(decode_base64(shift));
5061 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5062 or die "custnum '$param->{custnum}' not found!\n";
5063 $param->{'job'} = $job;
5064 $param->{'fatal'} = 1; # runs from job queue, will be caught
5065 $param->{'retry'} = 1;
5067 $cust_main->bill_and_collect( %$param );
5070 =item process_censustract_update CUSTNUM
5072 Queueable function to update the census tract to the current year (as set in
5073 the 'census_year' configuration variable) and retrieve the new tract code.
5077 sub process_censustract_update {
5078 eval "use FS::Misc::Geo qw(get_censustract)";
5080 my $custnum = shift;
5081 my $cust_main = qsearchs( 'cust_main', { custnum => $custnum })
5082 or die "custnum '$custnum' not found!\n";
5084 my $new_year = $conf->config('census_year') or return;
5085 my $new_tract = get_censustract({ $cust_main->location_hash }, $new_year);
5086 if ( $new_tract =~ /^\d/ ) {
5087 # then it's a tract code
5088 $cust_main->set('censustract', $new_tract);
5089 $cust_main->set('censusyear', $new_year);
5091 local($ignore_expired_card) = 1;
5092 local($ignore_illegal_zip) = 1;
5093 local($ignore_banned_card) = 1;
5094 local($skip_fuzzyfiles) = 1;
5095 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5096 my $error = $cust_main->replace;
5097 die $error if $error;
5100 # it's an error message
5106 #starting to take quite a while for big dbs
5107 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5108 # - seq scan of cust_main on signupdate... index signupdate? will that help?
5109 # - seq scan of cust_main on paydate... index on substrings? maybe set an
5110 # upgrade journal flag now that we have that, yyyy-m-dd paydates are ancient
5111 # - seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5112 # upgrade journal again? this is also an ancient problem
5113 # - otaker upgrade? journal and call it good? (double check to make sure
5114 # we're not still setting otaker here)
5116 sub _upgrade_data { #class method
5117 my ($class, %opts) = @_;
5120 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5121 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL',
5123 # fix yyyy-m-dd formatted paydates
5124 if ( driver_name =~ /^mysql/i ) {
5126 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5128 else { # the SQL standard
5130 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5133 push @statements, #fix the weird BILL with a cc# in payinfo problem
5135 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5137 foreach my $sql ( @statements ) {
5138 my $sth = dbh->prepare($sql) or die dbh->errstr;
5139 $sth->execute or die $sth->errstr;
5142 local($ignore_expired_card) = 1;
5143 local($ignore_illegal_zip) = 1;
5144 local($ignore_banned_card) = 1;
5145 local($skip_fuzzyfiles) = 1;
5146 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5147 $class->_upgrade_otaker(%opts);
5157 The delete method should possibly take an FS::cust_main object reference
5158 instead of a scalar customer number.
5160 Bill and collect options should probably be passed as references instead of a
5163 There should probably be a configuration file with a list of allowed credit
5166 No multiple currency support (probably a larger project than just this module).
5168 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5170 Birthdates rely on negative epoch values.
5172 The payby for card/check batches is broken. With mixed batching, bad
5175 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5179 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5180 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5181 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.