5 use vars qw( @ISA @EXPORT_OK $DEBUG $me $conf @encrypted_fields
6 $import $skip_fuzzyfiles $ignore_expired_card @paytypes);
7 use vars qw( $realtime_bop_decline_quiet ); #ugh
11 use Scalar::Util qw( blessed );
12 use Time::Local qw(timelocal);
15 use Digest::MD5 qw(md5_base64);
18 use File::Temp qw( tempfile );
19 use String::Approx qw(amatch);
20 use Business::CreditCard 0.28;
22 use FS::UID qw( getotaker dbh driver_name );
23 use FS::Record qw( qsearchs qsearch dbdef );
24 use FS::Misc qw( generate_email send_email generate_ps do_print );
25 use FS::Msgcat qw(gettext);
30 use FS::cust_bill_pkg;
31 use FS::cust_bill_pkg_display;
32 use FS::cust_bill_pkg_tax_location;
34 use FS::cust_pay_pending;
35 use FS::cust_pay_void;
36 use FS::cust_pay_batch;
39 use FS::part_referral;
40 use FS::cust_main_county;
41 use FS::cust_location;
43 use FS::cust_tax_location;
44 use FS::part_pkg_taxrate;
46 use FS::cust_main_invoice;
47 use FS::cust_credit_bill;
48 use FS::cust_bill_pay;
49 use FS::prepay_credit;
53 use FS::part_event_condition;
56 use FS::payment_gateway;
57 use FS::agent_payment_gateway;
59 use FS::payinfo_Mixin;
62 @ISA = qw( FS::payinfo_Mixin FS::Record );
64 @EXPORT_OK = qw( smart_search );
66 $realtime_bop_decline_quiet = 0;
68 # 1 is mostly method/subroutine entry and options
69 # 2 traces progress of some operations
70 # 3 is even more information including possibly sensitive data
72 $me = '[FS::cust_main]';
76 $ignore_expired_card = 0;
78 @encrypted_fields = ('payinfo', 'paycvv');
79 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
81 #ask FS::UID to run this stuff for us later
82 #$FS::UID::callback{'FS::cust_main'} = sub {
83 install_callback FS::UID sub {
85 #yes, need it for stuff below (prolly should be cached)
90 my ( $hashref, $cache ) = @_;
91 if ( exists $hashref->{'pkgnum'} ) {
92 #@{ $self->{'_pkgnum'} } = ();
93 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
94 $self->{'_pkgnum'} = $subcache;
95 #push @{ $self->{'_pkgnum'} },
96 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
102 FS::cust_main - Object methods for cust_main records
108 $record = new FS::cust_main \%hash;
109 $record = new FS::cust_main { 'column' => 'value' };
111 $error = $record->insert;
113 $error = $new_record->replace($old_record);
115 $error = $record->delete;
117 $error = $record->check;
119 @cust_pkg = $record->all_pkgs;
121 @cust_pkg = $record->ncancelled_pkgs;
123 @cust_pkg = $record->suspended_pkgs;
125 $error = $record->bill;
126 $error = $record->bill %options;
127 $error = $record->bill 'time' => $time;
129 $error = $record->collect;
130 $error = $record->collect %options;
131 $error = $record->collect 'invoice_time' => $time,
136 An FS::cust_main object represents a customer. FS::cust_main inherits from
137 FS::Record. The following fields are currently supported:
143 Primary key (assigned automatically for new customers)
147 Agent (see L<FS::agent>)
151 Advertising source (see L<FS::part_referral>)
163 Cocial security number (optional)
179 (optional, see L<FS::cust_main_county>)
183 (see L<FS::cust_main_county>)
189 (see L<FS::cust_main_county>)
225 (optional, see L<FS::cust_main_county>)
229 (see L<FS::cust_main_county>)
235 (see L<FS::cust_main_county>)
251 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
255 Payment Information (See L<FS::payinfo_Mixin> for data format)
259 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
263 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
267 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
271 Start date month (maestro/solo cards only)
275 Start date year (maestro/solo cards only)
279 Issue number (maestro/solo cards only)
283 Name on card or billing name
287 IP address from which payment information was received
291 Tax exempt, empty or `Y'
295 Order taker (assigned automatically, see L<FS::UID>)
301 =item referral_custnum
303 Referring customer number
307 Enable individual CDR spooling, empty or `Y'
311 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
315 Discourage individual CDR printing, empty or `Y'
325 Creates a new customer. To add the customer to the database, see L<"insert">.
327 Note that this stores the hash reference, not a distinct copy of the hash it
328 points to. You can ask the object for a copy with the I<hash> method.
332 sub table { 'cust_main'; }
334 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
336 Adds this customer to the database. If there is an error, returns the error,
337 otherwise returns false.
339 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
340 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
341 are inserted atomicly, or the transaction is rolled back. Passing an empty
342 hash reference is equivalent to not supplying this parameter. There should be
343 a better explanation of this, but until then, here's an example:
346 tie %hash, 'Tie::RefHash'; #this part is important
348 $cust_pkg => [ $svc_acct ],
351 $cust_main->insert( \%hash );
353 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
354 be set as the invoicing list (see L<"invoicing_list">). Errors return as
355 expected and rollback the entire transaction; it is not necessary to call
356 check_invoicing_list first. The invoicing_list is set after the records in the
357 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
358 invoicing_list destination to the newly-created svc_acct. Here's an example:
360 $cust_main->insert( {}, [ $email, 'POST' ] );
362 Currently available options are: I<depend_jobnum> and I<noexport>.
364 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
365 on the supplied jobnum (they will not run until the specific job completes).
366 This can be used to defer provisioning until some action completes (such
367 as running the customer's credit card successfully).
369 The I<noexport> option is deprecated. If I<noexport> is set true, no
370 provisioning jobs (exports) are scheduled. (You can schedule them later with
371 the B<reexport> method.)
377 my $cust_pkgs = @_ ? shift : {};
378 my $invoicing_list = @_ ? shift : '';
380 warn "$me insert called with options ".
381 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
384 local $SIG{HUP} = 'IGNORE';
385 local $SIG{INT} = 'IGNORE';
386 local $SIG{QUIT} = 'IGNORE';
387 local $SIG{TERM} = 'IGNORE';
388 local $SIG{TSTP} = 'IGNORE';
389 local $SIG{PIPE} = 'IGNORE';
391 my $oldAutoCommit = $FS::UID::AutoCommit;
392 local $FS::UID::AutoCommit = 0;
395 my $prepay_identifier = '';
396 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
398 if ( $self->payby eq 'PREPAY' ) {
400 $self->payby('BILL');
401 $prepay_identifier = $self->payinfo;
404 warn " looking up prepaid card $prepay_identifier\n"
407 my $error = $self->get_prepay( $prepay_identifier,
408 'amount_ref' => \$amount,
409 'seconds_ref' => \$seconds,
410 'upbytes_ref' => \$upbytes,
411 'downbytes_ref' => \$downbytes,
412 'totalbytes_ref' => \$totalbytes,
415 $dbh->rollback if $oldAutoCommit;
416 #return "error applying prepaid card (transaction rolled back): $error";
420 $payby = 'PREP' if $amount;
422 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD)$/ ) {
425 $self->payby('BILL');
426 $amount = $self->paid;
430 warn " inserting $self\n"
433 $self->signupdate(time) unless $self->signupdate;
435 $self->auto_agent_custid()
436 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
438 my $error = $self->SUPER::insert;
440 $dbh->rollback if $oldAutoCommit;
441 #return "inserting cust_main record (transaction rolled back): $error";
445 warn " setting invoicing list\n"
448 if ( $invoicing_list ) {
449 $error = $self->check_invoicing_list( $invoicing_list );
451 $dbh->rollback if $oldAutoCommit;
452 #return "checking invoicing_list (transaction rolled back): $error";
455 $self->invoicing_list( $invoicing_list );
458 if ( $conf->config('cust_main-skeleton_tables')
459 && $conf->config('cust_main-skeleton_custnum') ) {
461 warn " inserting skeleton records\n"
464 my $error = $self->start_copy_skel;
466 $dbh->rollback if $oldAutoCommit;
472 warn " ordering packages\n"
475 $error = $self->order_pkgs( $cust_pkgs,
477 'seconds_ref' => \$seconds,
478 'upbytes_ref' => \$upbytes,
479 'downbytes_ref' => \$downbytes,
480 'totalbytes_ref' => \$totalbytes,
483 $dbh->rollback if $oldAutoCommit;
488 $dbh->rollback if $oldAutoCommit;
489 return "No svc_acct record to apply pre-paid time";
491 if ( $upbytes || $downbytes || $totalbytes ) {
492 $dbh->rollback if $oldAutoCommit;
493 return "No svc_acct record to apply pre-paid data";
497 warn " inserting initial $payby payment of $amount\n"
499 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
501 $dbh->rollback if $oldAutoCommit;
502 return "inserting payment (transaction rolled back): $error";
506 unless ( $import || $skip_fuzzyfiles ) {
507 warn " queueing fuzzyfiles update\n"
509 $error = $self->queue_fuzzyfiles_update;
511 $dbh->rollback if $oldAutoCommit;
512 return "updating fuzzy search cache: $error";
516 warn " insert complete; committing transaction\n"
519 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
524 use File::CounterFile;
525 sub auto_agent_custid {
528 my $format = $conf->config('cust_main-auto_agent_custid');
530 if ( $format eq '1YMMXXXXXXXX' ) {
532 my $counter = new File::CounterFile 'cust_main.agent_custid';
535 my $ym = 100000000000 + time2str('%y%m00000000', time);
536 if ( $ym > $counter->value ) {
537 $counter->{'value'} = $agent_custid = $ym;
538 $counter->{'updated'} = 1;
540 $agent_custid = $counter->inc;
546 die "Unknown cust_main-auto_agent_custid format: $format";
549 $self->agent_custid($agent_custid);
553 sub start_copy_skel {
556 #'mg_user_preference' => {},
557 #'mg_user_indicator_profile.user_indicator_profile_id' => { 'mg_profile_indicator.profile_indicator_id' => { 'mg_profile_details.profile_detail_id' }, },
558 #'mg_watchlist_header.watchlist_header_id' => { 'mg_watchlist_details.watchlist_details_id' },
559 #'mg_user_grid_header.grid_header_id' => { 'mg_user_grid_details.user_grid_details_id' },
560 #'mg_portfolio_header.portfolio_header_id' => { 'mg_portfolio_trades.portfolio_trades_id' => { 'mg_portfolio_trades_positions.portfolio_trades_positions_id' } },
561 my @tables = eval(join('\n',$conf->config('cust_main-skeleton_tables')));
564 _copy_skel( 'cust_main', #tablename
565 $conf->config('cust_main-skeleton_custnum'), #sourceid
566 $self->custnum, #destid
567 @tables, #child tables
571 #recursive subroutine, not a method
573 my( $table, $sourceid, $destid, %child_tables ) = @_;
576 if ( $table =~ /^(\w+)\.(\w+)$/ ) {
577 ( $table, $primary_key ) = ( $1, $2 );
579 my $dbdef_table = dbdef->table($table);
580 $primary_key = $dbdef_table->primary_key
581 or return "$table has no primary key".
582 " (or do you need to run dbdef-create?)";
585 warn " _copy_skel: $table.$primary_key $sourceid to $destid for ".
586 join (', ', keys %child_tables). "\n"
589 foreach my $child_table_def ( keys %child_tables ) {
593 if ( $child_table_def =~ /^(\w+)\.(\w+)$/ ) {
594 ( $child_table, $child_pkey ) = ( $1, $2 );
596 $child_table = $child_table_def;
598 $child_pkey = dbdef->table($child_table)->primary_key;
599 # or return "$table has no primary key".
600 # " (or do you need to run dbdef-create?)\n";
604 if ( keys %{ $child_tables{$child_table_def} } ) {
606 return "$child_table has no primary key".
607 " (run dbdef-create or try specifying it?)\n"
610 #false laziness w/Record::insert and only works on Pg
611 #refactor the proper last-inserted-id stuff out of Record::insert if this
612 # ever gets use for anything besides a quick kludge for one customer
613 my $default = dbdef->table($child_table)->column($child_pkey)->default;
614 $default =~ /^nextval\(\(?'"?([\w\.]+)"?'/i
615 or return "can't parse $child_table.$child_pkey default value ".
616 " for sequence name: $default";
621 my @sel_columns = grep { $_ ne $primary_key }
622 dbdef->table($child_table)->columns;
623 my $sel_columns = join(', ', @sel_columns );
625 my @ins_columns = grep { $_ ne $child_pkey } @sel_columns;
626 my $ins_columns = ' ( '. join(', ', $primary_key, @ins_columns ). ' ) ';
627 my $placeholders = ' ( ?, '. join(', ', map '?', @ins_columns ). ' ) ';
629 my $sel_st = "SELECT $sel_columns FROM $child_table".
630 " WHERE $primary_key = $sourceid";
633 my $sel_sth = dbh->prepare( $sel_st )
634 or return dbh->errstr;
636 $sel_sth->execute or return $sel_sth->errstr;
638 while ( my $row = $sel_sth->fetchrow_hashref ) {
640 warn " selected row: ".
641 join(', ', map { "$_=".$row->{$_} } keys %$row ). "\n"
645 "INSERT INTO $child_table $ins_columns VALUES $placeholders";
646 my $ins_sth =dbh->prepare($statement)
647 or return dbh->errstr;
648 my @param = ( $destid, map $row->{$_}, @ins_columns );
649 warn " $statement: [ ". join(', ', @param). " ]\n"
651 $ins_sth->execute( @param )
652 or return $ins_sth->errstr;
654 #next unless keys %{ $child_tables{$child_table} };
655 next unless $sequence;
657 #another section of that laziness
658 my $seq_sql = "SELECT currval('$sequence')";
659 my $seq_sth = dbh->prepare($seq_sql) or return dbh->errstr;
660 $seq_sth->execute or return $seq_sth->errstr;
661 my $insertid = $seq_sth->fetchrow_arrayref->[0];
663 # don't drink soap! recurse! recurse! okay!
665 _copy_skel( $child_table_def,
666 $row->{$child_pkey}, #sourceid
668 %{ $child_tables{$child_table_def} },
670 return $error if $error;
680 =item order_pkg HASHREF | OPTION => VALUE ...
682 Orders a single package.
684 Options may be passed as a list of key/value pairs or as a hash reference.
695 Optional FS::cust_location object
699 Optional arryaref of FS::svc_* service objects.
703 If this option is set to a job queue jobnum (see L<FS::queue>), all provisioning
704 jobs will have a dependancy on the supplied job (they will not run until the
705 specific job completes). This can be used to defer provisioning until some
706 action completes (such as running the customer's credit card successfully).
714 my $opt = ref($_[0]) ? shift : { @_ };
716 warn "$me order_pkg called with options ".
717 join(', ', map { "$_: $opt->{$_}" } keys %$opt ). "\n"
720 my $cust_pkg = $opt->{'cust_pkg'};
721 my $svcs = $opt->{'svcs'} || [];
723 my %svc_options = ();
724 $svc_options{'depend_jobnum'} = $opt->{'depend_jobnum'}
725 if exists($opt->{'depend_jobnum'}) && $opt->{'depend_jobnum'};
727 local $SIG{HUP} = 'IGNORE';
728 local $SIG{INT} = 'IGNORE';
729 local $SIG{QUIT} = 'IGNORE';
730 local $SIG{TERM} = 'IGNORE';
731 local $SIG{TSTP} = 'IGNORE';
732 local $SIG{PIPE} = 'IGNORE';
734 my $oldAutoCommit = $FS::UID::AutoCommit;
735 local $FS::UID::AutoCommit = 0;
738 if ( $opt->{'cust_location'} &&
739 ( ! $cust_pkg->locationnum || $cust_pkg->locationnum == -1 ) ) {
740 my $error = $opt->{'cust_location'}->insert;
742 $dbh->rollback if $oldAutoCommit;
743 return "inserting cust_location (transaction rolled back): $error";
745 $cust_pkg->locationnum($opt->{'cust_location'}->locationnum);
748 $cust_pkg->custnum( $self->custnum );
750 my $error = $cust_pkg->insert;
752 $dbh->rollback if $oldAutoCommit;
753 return "inserting cust_pkg (transaction rolled back): $error";
756 foreach my $svc_something ( @{ $opt->{'svcs'} } ) {
757 if ( $svc_something->svcnum ) {
758 my $old_cust_svc = $svc_something->cust_svc;
759 my $new_cust_svc = new FS::cust_svc { $old_cust_svc->hash };
760 $new_cust_svc->pkgnum( $cust_pkg->pkgnum);
761 $error = $new_cust_svc->replace($old_cust_svc);
763 $svc_something->pkgnum( $cust_pkg->pkgnum );
764 if ( $svc_something->isa('FS::svc_acct') ) {
765 foreach ( grep { $opt->{$_.'_ref'} && ${ $opt->{$_.'_ref'} } }
766 qw( seconds upbytes downbytes totalbytes ) ) {
767 $svc_something->$_( $svc_something->$_() + ${ $opt->{$_.'_ref'} } );
768 ${ $opt->{$_.'_ref'} } = 0;
771 $error = $svc_something->insert(%svc_options);
774 $dbh->rollback if $oldAutoCommit;
775 return "inserting svc_ (transaction rolled back): $error";
779 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
784 #deprecated #=item order_pkgs HASHREF [ , SECONDSREF ] [ , OPTION => VALUE ... ]
785 =item order_pkgs HASHREF [ , OPTION => VALUE ... ]
787 Like the insert method on an existing record, this method orders multiple
788 packages and included services atomicaly. Pass a Tie::RefHash data structure
789 to this method containing FS::cust_pkg and FS::svc_I<tablename> objects.
790 There should be a better explanation of this, but until then, here's an
794 tie %hash, 'Tie::RefHash'; #this part is important
796 $cust_pkg => [ $svc_acct ],
799 $cust_main->order_pkgs( \%hash, 'noexport'=>1 );
801 Services can be new, in which case they are inserted, or existing unaudited
802 services, in which case they are linked to the newly-created package.
804 Currently available options are: I<depend_jobnum>, I<noexport>, I<seconds_ref>,
805 I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>.
807 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
808 on the supplied jobnum (they will not run until the specific job completes).
809 This can be used to defer provisioning until some action completes (such
810 as running the customer's credit card successfully).
812 The I<noexport> option is deprecated. If I<noexport> is set true, no
813 provisioning jobs (exports) are scheduled. (You can schedule them later with
814 the B<reexport> method for each cust_pkg object. Using the B<reexport> method
815 on the cust_main object is not recommended, as existing services will also be
818 If I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, or I<totalbytes_ref> is
819 provided, the scalars (provided by references) will be incremented by the
820 values of the prepaid card.`
826 my $cust_pkgs = shift;
827 my $seconds_ref = ref($_[0]) ? shift : ''; #deprecated
829 $seconds_ref ||= $options{'seconds_ref'};
831 warn "$me order_pkgs called with options ".
832 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
835 local $SIG{HUP} = 'IGNORE';
836 local $SIG{INT} = 'IGNORE';
837 local $SIG{QUIT} = 'IGNORE';
838 local $SIG{TERM} = 'IGNORE';
839 local $SIG{TSTP} = 'IGNORE';
840 local $SIG{PIPE} = 'IGNORE';
842 my $oldAutoCommit = $FS::UID::AutoCommit;
843 local $FS::UID::AutoCommit = 0;
846 local $FS::svc_Common::noexport_hack = 1 if $options{'noexport'};
848 foreach my $cust_pkg ( keys %$cust_pkgs ) {
850 my $error = $self->order_pkg(
851 'cust_pkg' => $cust_pkg,
852 'svcs' => $cust_pkgs->{$cust_pkg},
853 'seconds_ref' => $seconds_ref,
854 map { $_ => $options{$_} } qw( upbytes_ref downbytes_ref totalbytes_ref
859 $dbh->rollback if $oldAutoCommit;
865 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
869 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
871 Recharges this (existing) customer with the specified prepaid card (see
872 L<FS::prepay_credit>), specified either by I<identifier> or as an
873 FS::prepay_credit object. If there is an error, returns the error, otherwise
876 Optionally, five scalar references can be passed as well. They will have their
877 values filled in with the amount, number of seconds, and number of upload,
878 download, and total bytes applied by this prepaid card.
882 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
883 #the only place that uses these args
884 sub recharge_prepay {
885 my( $self, $prepay_credit, $amountref, $secondsref,
886 $upbytesref, $downbytesref, $totalbytesref ) = @_;
888 local $SIG{HUP} = 'IGNORE';
889 local $SIG{INT} = 'IGNORE';
890 local $SIG{QUIT} = 'IGNORE';
891 local $SIG{TERM} = 'IGNORE';
892 local $SIG{TSTP} = 'IGNORE';
893 local $SIG{PIPE} = 'IGNORE';
895 my $oldAutoCommit = $FS::UID::AutoCommit;
896 local $FS::UID::AutoCommit = 0;
899 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
901 my $error = $self->get_prepay( $prepay_credit,
902 'amount_ref' => \$amount,
903 'seconds_ref' => \$seconds,
904 'upbytes_ref' => \$upbytes,
905 'downbytes_ref' => \$downbytes,
906 'totalbytes_ref' => \$totalbytes,
908 || $self->increment_seconds($seconds)
909 || $self->increment_upbytes($upbytes)
910 || $self->increment_downbytes($downbytes)
911 || $self->increment_totalbytes($totalbytes)
912 || $self->insert_cust_pay_prepay( $amount,
914 ? $prepay_credit->identifier
919 $dbh->rollback if $oldAutoCommit;
923 if ( defined($amountref) ) { $$amountref = $amount; }
924 if ( defined($secondsref) ) { $$secondsref = $seconds; }
925 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
926 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
927 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
929 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
934 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
936 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
937 specified either by I<identifier> or as an FS::prepay_credit object.
939 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
940 incremented by the values of the prepaid card.
942 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
943 check or set this customer's I<agentnum>.
945 If there is an error, returns the error, otherwise returns false.
951 my( $self, $prepay_credit, %opt ) = @_;
953 local $SIG{HUP} = 'IGNORE';
954 local $SIG{INT} = 'IGNORE';
955 local $SIG{QUIT} = 'IGNORE';
956 local $SIG{TERM} = 'IGNORE';
957 local $SIG{TSTP} = 'IGNORE';
958 local $SIG{PIPE} = 'IGNORE';
960 my $oldAutoCommit = $FS::UID::AutoCommit;
961 local $FS::UID::AutoCommit = 0;
964 unless ( ref($prepay_credit) ) {
966 my $identifier = $prepay_credit;
968 $prepay_credit = qsearchs(
970 { 'identifier' => $prepay_credit },
975 unless ( $prepay_credit ) {
976 $dbh->rollback if $oldAutoCommit;
977 return "Invalid prepaid card: ". $identifier;
982 if ( $prepay_credit->agentnum ) {
983 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
984 $dbh->rollback if $oldAutoCommit;
985 return "prepaid card not valid for agent ". $self->agentnum;
987 $self->agentnum($prepay_credit->agentnum);
990 my $error = $prepay_credit->delete;
992 $dbh->rollback if $oldAutoCommit;
993 return "removing prepay_credit (transaction rolled back): $error";
996 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
997 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
999 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1004 =item increment_upbytes SECONDS
1006 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1007 the specified number of upbytes. If there is an error, returns the error,
1008 otherwise returns false.
1012 sub increment_upbytes {
1013 _increment_column( shift, 'upbytes', @_);
1016 =item increment_downbytes SECONDS
1018 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1019 the specified number of downbytes. If there is an error, returns the error,
1020 otherwise returns false.
1024 sub increment_downbytes {
1025 _increment_column( shift, 'downbytes', @_);
1028 =item increment_totalbytes SECONDS
1030 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1031 the specified number of totalbytes. If there is an error, returns the error,
1032 otherwise returns false.
1036 sub increment_totalbytes {
1037 _increment_column( shift, 'totalbytes', @_);
1040 =item increment_seconds SECONDS
1042 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1043 the specified number of seconds. If there is an error, returns the error,
1044 otherwise returns false.
1048 sub increment_seconds {
1049 _increment_column( shift, 'seconds', @_);
1052 =item _increment_column AMOUNT
1054 Updates this customer's single or primary account (see L<FS::svc_acct>) by
1055 the specified number of seconds or bytes. If there is an error, returns
1056 the error, otherwise returns false.
1060 sub _increment_column {
1061 my( $self, $column, $amount ) = @_;
1062 warn "$me increment_column called: $column, $amount\n"
1065 return '' unless $amount;
1067 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
1068 $self->ncancelled_pkgs;
1070 if ( ! @cust_pkg ) {
1071 return 'No packages with primary or single services found'.
1072 ' to apply pre-paid time';
1073 } elsif ( scalar(@cust_pkg) > 1 ) {
1074 #maybe have a way to specify the package/account?
1075 return 'Multiple packages found to apply pre-paid time';
1078 my $cust_pkg = $cust_pkg[0];
1079 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
1083 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
1085 if ( ! @cust_svc ) {
1086 return 'No account found to apply pre-paid time';
1087 } elsif ( scalar(@cust_svc) > 1 ) {
1088 return 'Multiple accounts found to apply pre-paid time';
1091 my $svc_acct = $cust_svc[0]->svc_x;
1092 warn " found service svcnum ". $svc_acct->pkgnum.
1093 ' ('. $svc_acct->email. ")\n"
1096 $column = "increment_$column";
1097 $svc_acct->$column($amount);
1101 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
1103 Inserts a prepayment in the specified amount for this customer. An optional
1104 second argument can specify the prepayment identifier for tracking purposes.
1105 If there is an error, returns the error, otherwise returns false.
1109 sub insert_cust_pay_prepay {
1110 shift->insert_cust_pay('PREP', @_);
1113 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
1115 Inserts a cash payment in the specified amount for this customer. An optional
1116 second argument can specify the payment identifier for tracking purposes.
1117 If there is an error, returns the error, otherwise returns false.
1121 sub insert_cust_pay_cash {
1122 shift->insert_cust_pay('CASH', @_);
1125 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1127 Inserts a Western Union payment in the specified amount for this customer. An
1128 optional second argument can specify the prepayment identifier for tracking
1129 purposes. If there is an error, returns the error, otherwise returns false.
1133 sub insert_cust_pay_west {
1134 shift->insert_cust_pay('WEST', @_);
1137 sub insert_cust_pay {
1138 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1139 my $payinfo = scalar(@_) ? shift : '';
1141 my $cust_pay = new FS::cust_pay {
1142 'custnum' => $self->custnum,
1143 'paid' => sprintf('%.2f', $amount),
1144 #'_date' => #date the prepaid card was purchased???
1146 'payinfo' => $payinfo,
1154 This method is deprecated. See the I<depend_jobnum> option to the insert and
1155 order_pkgs methods for a better way to defer provisioning.
1157 Re-schedules all exports by calling the B<reexport> method of all associated
1158 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1159 otherwise returns false.
1166 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1167 "use the depend_jobnum option to insert or order_pkgs to delay export";
1169 local $SIG{HUP} = 'IGNORE';
1170 local $SIG{INT} = 'IGNORE';
1171 local $SIG{QUIT} = 'IGNORE';
1172 local $SIG{TERM} = 'IGNORE';
1173 local $SIG{TSTP} = 'IGNORE';
1174 local $SIG{PIPE} = 'IGNORE';
1176 my $oldAutoCommit = $FS::UID::AutoCommit;
1177 local $FS::UID::AutoCommit = 0;
1180 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1181 my $error = $cust_pkg->reexport;
1183 $dbh->rollback if $oldAutoCommit;
1188 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1193 =item delete NEW_CUSTNUM
1195 This deletes the customer. If there is an error, returns the error, otherwise
1198 This will completely remove all traces of the customer record. This is not
1199 what you want when a customer cancels service; for that, cancel all of the
1200 customer's packages (see L</cancel>).
1202 If the customer has any uncancelled packages, you need to pass a new (valid)
1203 customer number for those packages to be transferred to. Cancelled packages
1204 will be deleted. Did I mention that this is NOT what you want when a customer
1205 cancels service and that you really should be looking see L<FS::cust_pkg/cancel>?
1207 You can't delete a customer with invoices (see L<FS::cust_bill>),
1208 or credits (see L<FS::cust_credit>), payments (see L<FS::cust_pay>) or
1209 refunds (see L<FS::cust_refund>).
1216 local $SIG{HUP} = 'IGNORE';
1217 local $SIG{INT} = 'IGNORE';
1218 local $SIG{QUIT} = 'IGNORE';
1219 local $SIG{TERM} = 'IGNORE';
1220 local $SIG{TSTP} = 'IGNORE';
1221 local $SIG{PIPE} = 'IGNORE';
1223 my $oldAutoCommit = $FS::UID::AutoCommit;
1224 local $FS::UID::AutoCommit = 0;
1227 if ( $self->cust_bill ) {
1228 $dbh->rollback if $oldAutoCommit;
1229 return "Can't delete a customer with invoices";
1231 if ( $self->cust_credit ) {
1232 $dbh->rollback if $oldAutoCommit;
1233 return "Can't delete a customer with credits";
1235 if ( $self->cust_pay ) {
1236 $dbh->rollback if $oldAutoCommit;
1237 return "Can't delete a customer with payments";
1239 if ( $self->cust_refund ) {
1240 $dbh->rollback if $oldAutoCommit;
1241 return "Can't delete a customer with refunds";
1244 my @cust_pkg = $self->ncancelled_pkgs;
1246 my $new_custnum = shift;
1247 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1248 $dbh->rollback if $oldAutoCommit;
1249 return "Invalid new customer number: $new_custnum";
1251 foreach my $cust_pkg ( @cust_pkg ) {
1252 my %hash = $cust_pkg->hash;
1253 $hash{'custnum'} = $new_custnum;
1254 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1255 my $error = $new_cust_pkg->replace($cust_pkg,
1256 options => { $cust_pkg->options },
1259 $dbh->rollback if $oldAutoCommit;
1264 my @cancelled_cust_pkg = $self->all_pkgs;
1265 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1266 my $error = $cust_pkg->delete;
1268 $dbh->rollback if $oldAutoCommit;
1273 foreach my $cust_main_invoice ( #(email invoice destinations, not invoices)
1274 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } )
1276 my $error = $cust_main_invoice->delete;
1278 $dbh->rollback if $oldAutoCommit;
1283 my $error = $self->SUPER::delete;
1285 $dbh->rollback if $oldAutoCommit;
1289 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1294 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ]
1296 Replaces the OLD_RECORD with this one in the database. If there is an error,
1297 returns the error, otherwise returns false.
1299 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1300 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1301 expected and rollback the entire transaction; it is not necessary to call
1302 check_invoicing_list first. Here's an example:
1304 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1311 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1313 : $self->replace_old;
1317 warn "$me replace called\n"
1320 my $curuser = $FS::CurrentUser::CurrentUser;
1321 if ( $self->payby eq 'COMP'
1322 && $self->payby ne $old->payby
1323 && ! $curuser->access_right('Complimentary customer')
1326 return "You are not permitted to create complimentary accounts.";
1329 local($ignore_expired_card) = 1
1330 if $old->payby =~ /^(CARD|DCRD)$/
1331 && $self->payby =~ /^(CARD|DCRD)$/
1332 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1334 local $SIG{HUP} = 'IGNORE';
1335 local $SIG{INT} = 'IGNORE';
1336 local $SIG{QUIT} = 'IGNORE';
1337 local $SIG{TERM} = 'IGNORE';
1338 local $SIG{TSTP} = 'IGNORE';
1339 local $SIG{PIPE} = 'IGNORE';
1341 my $oldAutoCommit = $FS::UID::AutoCommit;
1342 local $FS::UID::AutoCommit = 0;
1345 my $error = $self->SUPER::replace($old);
1348 $dbh->rollback if $oldAutoCommit;
1352 if ( @param ) { # INVOICING_LIST_ARYREF
1353 my $invoicing_list = shift @param;
1354 $error = $self->check_invoicing_list( $invoicing_list );
1356 $dbh->rollback if $oldAutoCommit;
1359 $self->invoicing_list( $invoicing_list );
1362 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/ &&
1363 grep { $self->get($_) ne $old->get($_) } qw(payinfo paydate payname) ) {
1364 # card/check/lec info has changed, want to retry realtime_ invoice events
1365 my $error = $self->retry_realtime;
1367 $dbh->rollback if $oldAutoCommit;
1372 unless ( $import || $skip_fuzzyfiles ) {
1373 $error = $self->queue_fuzzyfiles_update;
1375 $dbh->rollback if $oldAutoCommit;
1376 return "updating fuzzy search cache: $error";
1380 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1385 =item queue_fuzzyfiles_update
1387 Used by insert & replace to update the fuzzy search cache
1391 sub queue_fuzzyfiles_update {
1394 local $SIG{HUP} = 'IGNORE';
1395 local $SIG{INT} = 'IGNORE';
1396 local $SIG{QUIT} = 'IGNORE';
1397 local $SIG{TERM} = 'IGNORE';
1398 local $SIG{TSTP} = 'IGNORE';
1399 local $SIG{PIPE} = 'IGNORE';
1401 my $oldAutoCommit = $FS::UID::AutoCommit;
1402 local $FS::UID::AutoCommit = 0;
1405 my $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1406 my $error = $queue->insert( map $self->getfield($_),
1407 qw(first last company)
1410 $dbh->rollback if $oldAutoCommit;
1411 return "queueing job (transaction rolled back): $error";
1414 if ( $self->ship_last ) {
1415 $queue = new FS::queue { 'job' => 'FS::cust_main::append_fuzzyfiles' };
1416 $error = $queue->insert( map $self->getfield("ship_$_"),
1417 qw(first last company)
1420 $dbh->rollback if $oldAutoCommit;
1421 return "queueing job (transaction rolled back): $error";
1425 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1432 Checks all fields to make sure this is a valid customer record. If there is
1433 an error, returns the error, otherwise returns false. Called by the insert
1434 and replace methods.
1441 warn "$me check BEFORE: \n". $self->_dump
1445 $self->ut_numbern('custnum')
1446 || $self->ut_number('agentnum')
1447 || $self->ut_textn('agent_custid')
1448 || $self->ut_number('refnum')
1449 || $self->ut_textn('custbatch')
1450 || $self->ut_name('last')
1451 || $self->ut_name('first')
1452 || $self->ut_snumbern('birthdate')
1453 || $self->ut_snumbern('signupdate')
1454 || $self->ut_textn('company')
1455 || $self->ut_text('address1')
1456 || $self->ut_textn('address2')
1457 || $self->ut_text('city')
1458 || $self->ut_textn('county')
1459 || $self->ut_textn('state')
1460 || $self->ut_country('country')
1461 || $self->ut_anything('comments')
1462 || $self->ut_numbern('referral_custnum')
1463 || $self->ut_textn('stateid')
1464 || $self->ut_textn('stateid_state')
1465 || $self->ut_textn('invoice_terms')
1466 || $self->ut_alphan('geocode')
1469 #barf. need message catalogs. i18n. etc.
1470 $error .= "Please select an advertising source."
1471 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1472 return $error if $error;
1474 return "Unknown agent"
1475 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1477 return "Unknown refnum"
1478 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1480 return "Unknown referring custnum: ". $self->referral_custnum
1481 unless ! $self->referral_custnum
1482 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1484 if ( $self->ss eq '' ) {
1489 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1490 or return "Illegal social security number: ". $self->ss;
1491 $self->ss("$1-$2-$3");
1495 # bad idea to disable, causes billing to fail because of no tax rates later
1496 # unless ( $import ) {
1497 unless ( qsearch('cust_main_county', {
1498 'country' => $self->country,
1501 return "Unknown state/county/country: ".
1502 $self->state. "/". $self->county. "/". $self->country
1503 unless qsearch('cust_main_county',{
1504 'state' => $self->state,
1505 'county' => $self->county,
1506 'country' => $self->country,
1512 $self->ut_phonen('daytime', $self->country)
1513 || $self->ut_phonen('night', $self->country)
1514 || $self->ut_phonen('fax', $self->country)
1515 || $self->ut_zip('zip', $self->country)
1517 return $error if $error;
1519 if ( $conf->exists('cust_main-require_phone')
1520 && ! length($self->daytime) && ! length($self->night)
1523 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1525 : FS::Msgcat::_gettext('daytime');
1526 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1528 : FS::Msgcat::_gettext('night');
1530 return "$daytime_label or $night_label is required"
1534 if ( $self->has_ship_address
1535 && scalar ( grep { $self->getfield($_) ne $self->getfield("ship_$_") }
1536 $self->addr_fields )
1540 $self->ut_name('ship_last')
1541 || $self->ut_name('ship_first')
1542 || $self->ut_textn('ship_company')
1543 || $self->ut_text('ship_address1')
1544 || $self->ut_textn('ship_address2')
1545 || $self->ut_text('ship_city')
1546 || $self->ut_textn('ship_county')
1547 || $self->ut_textn('ship_state')
1548 || $self->ut_country('ship_country')
1550 return $error if $error;
1552 #false laziness with above
1553 unless ( qsearchs('cust_main_county', {
1554 'country' => $self->ship_country,
1557 return "Unknown ship_state/ship_county/ship_country: ".
1558 $self->ship_state. "/". $self->ship_county. "/". $self->ship_country
1559 unless qsearch('cust_main_county',{
1560 'state' => $self->ship_state,
1561 'county' => $self->ship_county,
1562 'country' => $self->ship_country,
1568 $self->ut_phonen('ship_daytime', $self->ship_country)
1569 || $self->ut_phonen('ship_night', $self->ship_country)
1570 || $self->ut_phonen('ship_fax', $self->ship_country)
1571 || $self->ut_zip('ship_zip', $self->ship_country)
1573 return $error if $error;
1575 return "Unit # is required."
1576 if $self->ship_address2 =~ /^\s*$/
1577 && $conf->exists('cust_main-require_address2');
1579 } else { # ship_ info eq billing info, so don't store dup info in database
1581 $self->setfield("ship_$_", '')
1582 foreach $self->addr_fields;
1584 return "Unit # is required."
1585 if $self->address2 =~ /^\s*$/
1586 && $conf->exists('cust_main-require_address2');
1590 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1591 # or return "Illegal payby: ". $self->payby;
1593 FS::payby->can_payby($self->table, $self->payby)
1594 or return "Illegal payby: ". $self->payby;
1596 $error = $self->ut_numbern('paystart_month')
1597 || $self->ut_numbern('paystart_year')
1598 || $self->ut_numbern('payissue')
1599 || $self->ut_textn('paytype')
1601 return $error if $error;
1603 if ( $self->payip eq '' ) {
1606 $error = $self->ut_ip('payip');
1607 return $error if $error;
1610 # If it is encrypted and the private key is not availaible then we can't
1611 # check the credit card.
1613 my $check_payinfo = 1;
1615 if ($self->is_encrypted($self->payinfo)) {
1619 if ( $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1621 my $payinfo = $self->payinfo;
1622 $payinfo =~ s/\D//g;
1623 $payinfo =~ /^(\d{13,16})$/
1624 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1626 $self->payinfo($payinfo);
1628 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1630 return gettext('unknown_card_type')
1631 if cardtype($self->payinfo) eq "Unknown";
1633 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1635 return 'Banned credit card: banned on '.
1636 time2str('%a %h %o at %r', $ban->_date).
1637 ' by '. $ban->otaker.
1638 ' (ban# '. $ban->bannum. ')';
1641 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1642 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1643 $self->paycvv =~ /^(\d{4})$/
1644 or return "CVV2 (CID) for American Express cards is four digits.";
1647 $self->paycvv =~ /^(\d{3})$/
1648 or return "CVV2 (CVC2/CID) is three digits.";
1655 my $cardtype = cardtype($payinfo);
1656 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1658 return "Start date or issue number is required for $cardtype cards"
1659 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1661 return "Start month must be between 1 and 12"
1662 if $self->paystart_month
1663 and $self->paystart_month < 1 || $self->paystart_month > 12;
1665 return "Start year must be 1990 or later"
1666 if $self->paystart_year
1667 and $self->paystart_year < 1990;
1669 return "Issue number must be beween 1 and 99"
1671 and $self->payissue < 1 || $self->payissue > 99;
1674 $self->paystart_month('');
1675 $self->paystart_year('');
1676 $self->payissue('');
1679 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
1681 my $payinfo = $self->payinfo;
1682 $payinfo =~ s/[^\d\@]//g;
1683 if ( $conf->exists('echeck-nonus') ) {
1684 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@aba';
1685 $payinfo = "$1\@$2";
1687 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
1688 $payinfo = "$1\@$2";
1690 $self->payinfo($payinfo);
1693 my $ban = qsearchs('banned_pay', $self->_banned_pay_hashref);
1695 return 'Banned ACH account: banned on '.
1696 time2str('%a %h %o at %r', $ban->_date).
1697 ' by '. $ban->otaker.
1698 ' (ban# '. $ban->bannum. ')';
1701 } elsif ( $self->payby eq 'LECB' ) {
1703 my $payinfo = $self->payinfo;
1704 $payinfo =~ s/\D//g;
1705 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
1707 $self->payinfo($payinfo);
1710 } elsif ( $self->payby eq 'BILL' ) {
1712 $error = $self->ut_textn('payinfo');
1713 return "Illegal P.O. number: ". $self->payinfo if $error;
1716 } elsif ( $self->payby eq 'COMP' ) {
1718 my $curuser = $FS::CurrentUser::CurrentUser;
1719 if ( ! $self->custnum
1720 && ! $curuser->access_right('Complimentary customer')
1723 return "You are not permitted to create complimentary accounts."
1726 $error = $self->ut_textn('payinfo');
1727 return "Illegal comp account issuer: ". $self->payinfo if $error;
1730 } elsif ( $self->payby eq 'PREPAY' ) {
1732 my $payinfo = $self->payinfo;
1733 $payinfo =~ s/\W//g; #anything else would just confuse things
1734 $self->payinfo($payinfo);
1735 $error = $self->ut_alpha('payinfo');
1736 return "Illegal prepayment identifier: ". $self->payinfo if $error;
1737 return "Unknown prepayment identifier"
1738 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
1743 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
1744 return "Expiration date required"
1745 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD)$/;
1749 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1750 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1751 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1752 ( $m, $y ) = ( $3, "20$2" );
1754 return "Illegal expiration date: ". $self->paydate;
1756 $self->paydate("$y-$m-01");
1757 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
1758 return gettext('expired_card')
1760 && !$ignore_expired_card
1761 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
1764 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
1765 ( ! $conf->exists('require_cardname')
1766 || $self->payby !~ /^(CARD|DCRD)$/ )
1768 $self->payname( $self->first. " ". $self->getfield('last') );
1770 $self->payname =~ /^([\w \,\.\-\'\&]+)$/
1771 or return gettext('illegal_name'). " payname: ". $self->payname;
1775 foreach my $flag (qw( tax spool_cdr squelch_cdr )) {
1776 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
1780 $self->otaker(getotaker) unless $self->otaker;
1782 warn "$me check AFTER: \n". $self->_dump
1785 $self->SUPER::check;
1790 Returns a list of fields which have ship_ duplicates.
1795 qw( last first company
1796 address1 address2 city county state zip country
1801 =item has_ship_address
1803 Returns true if this customer record has a separate shipping address.
1807 sub has_ship_address {
1809 scalar( grep { $self->getfield("ship_$_") ne '' } $self->addr_fields );
1812 =item all_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1814 Returns all packages (see L<FS::cust_pkg>) for this customer.
1820 my $extra_qsearch = ref($_[0]) ? shift : {};
1822 return $self->num_pkgs unless wantarray; #XXX doesn't work w/$extra_qsearch
1825 if ( $self->{'_pkgnum'} ) {
1826 @cust_pkg = values %{ $self->{'_pkgnum'}->cache };
1828 @cust_pkg = qsearch({
1830 'table' => 'cust_pkg',
1831 'hashref' => { 'custnum' => $self->custnum },
1835 sort sort_packages @cust_pkg;
1840 Synonym for B<all_pkgs>.
1845 shift->all_pkgs(@_);
1850 Returns all locations (see L<FS::cust_location>) for this customer.
1856 qsearch('cust_location', { 'custnum' => $self->custnum } );
1859 =item ncancelled_pkgs [ EXTRA_QSEARCH_PARAMS_HASHREF ]
1861 Returns all non-cancelled packages (see L<FS::cust_pkg>) for this customer.
1865 sub ncancelled_pkgs {
1867 my $extra_qsearch = ref($_[0]) ? shift : {};
1869 return $self->num_ncancelled_pkgs unless wantarray;
1872 if ( $self->{'_pkgnum'} ) {
1874 warn "$me ncancelled_pkgs: returning cached objects"
1877 @cust_pkg = grep { ! $_->getfield('cancel') }
1878 values %{ $self->{'_pkgnum'}->cache };
1882 warn "$me ncancelled_pkgs: searching for packages with custnum ".
1883 $self->custnum. "\n"
1886 $extra_qsearch->{'extra_sql'} .= ' AND ( cancel IS NULL OR cancel = 0 ) ';
1888 @cust_pkg = qsearch({
1890 'table' => 'cust_pkg',
1891 'hashref' => { 'custnum' => $self->custnum },
1896 sort sort_packages @cust_pkg;
1900 # This should be generalized to use config options to determine order.
1903 if ( $a->get('cancel') xor $b->get('cancel') ) {
1904 return -1 if $b->get('cancel');
1905 return 1 if $a->get('cancel');
1906 #shouldn't get here...
1909 my @a_cust_svc = $a->cust_svc;
1910 my @b_cust_svc = $b->cust_svc;
1911 return 0 if !scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1912 return -1 if scalar(@a_cust_svc) && !scalar(@b_cust_svc);
1913 return 1 if !scalar(@a_cust_svc) && scalar(@b_cust_svc);
1914 $a_cust_svc[0]->svc_x->label cmp $b_cust_svc[0]->svc_x->label;
1919 =item suspended_pkgs
1921 Returns all suspended packages (see L<FS::cust_pkg>) for this customer.
1925 sub suspended_pkgs {
1927 grep { $_->susp } $self->ncancelled_pkgs;
1930 =item unflagged_suspended_pkgs
1932 Returns all unflagged suspended packages (see L<FS::cust_pkg>) for this
1933 customer (thouse packages without the `manual_flag' set).
1937 sub unflagged_suspended_pkgs {
1939 return $self->suspended_pkgs
1940 unless dbdef->table('cust_pkg')->column('manual_flag');
1941 grep { ! $_->manual_flag } $self->suspended_pkgs;
1944 =item unsuspended_pkgs
1946 Returns all unsuspended (and uncancelled) packages (see L<FS::cust_pkg>) for
1951 sub unsuspended_pkgs {
1953 grep { ! $_->susp } $self->ncancelled_pkgs;
1956 =item num_cancelled_pkgs
1958 Returns the number of cancelled packages (see L<FS::cust_pkg>) for this
1963 sub num_cancelled_pkgs {
1964 shift->num_pkgs("cust_pkg.cancel IS NOT NULL AND cust_pkg.cancel != 0");
1967 sub num_ncancelled_pkgs {
1968 shift->num_pkgs("( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )");
1972 my( $self ) = shift;
1973 my $sql = scalar(@_) ? shift : '';
1974 $sql = "AND $sql" if $sql && $sql !~ /^\s*$/ && $sql !~ /^\s*AND/i;
1975 my $sth = dbh->prepare(
1976 "SELECT COUNT(*) FROM cust_pkg WHERE custnum = ? $sql"
1977 ) or die dbh->errstr;
1978 $sth->execute($self->custnum) or die $sth->errstr;
1979 $sth->fetchrow_arrayref->[0];
1984 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
1985 and L<FS::cust_pkg>) for this customer. Always returns a list: an empty list
1986 on success or a list of errors.
1992 grep { $_->unsuspend } $self->suspended_pkgs;
1997 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
1999 Returns a list: an empty list on success or a list of errors.
2005 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2008 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2010 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2011 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2012 of a list of pkgparts; the hashref has the following keys:
2016 =item pkgparts - listref of pkgparts
2018 =item (other options are passed to the suspend method)
2023 Returns a list: an empty list on success or a list of errors.
2027 sub suspend_if_pkgpart {
2029 my (@pkgparts, %opt);
2030 if (ref($_[0]) eq 'HASH'){
2031 @pkgparts = @{$_[0]{pkgparts}};
2036 grep { $_->suspend(%opt) }
2037 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2038 $self->unsuspended_pkgs;
2041 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2043 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2044 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2045 instead of a list of pkgparts; the hashref has the following keys:
2049 =item pkgparts - listref of pkgparts
2051 =item (other options are passed to the suspend method)
2055 Returns a list: an empty list on success or a list of errors.
2059 sub suspend_unless_pkgpart {
2061 my (@pkgparts, %opt);
2062 if (ref($_[0]) eq 'HASH'){
2063 @pkgparts = @{$_[0]{pkgparts}};
2068 grep { $_->suspend(%opt) }
2069 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2070 $self->unsuspended_pkgs;
2073 =item cancel [ OPTION => VALUE ... ]
2075 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2077 Available options are:
2081 =item quiet - can be set true to supress email cancellation notices.
2083 =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.
2085 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2089 Always returns a list: an empty list on success or a list of errors.
2094 my( $self, %opt ) = @_;
2096 warn "$me cancel called on customer ". $self->custnum. " with options ".
2097 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2100 return ( 'access denied' )
2101 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2103 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2105 #should try decryption (we might have the private key)
2106 # and if not maybe queue a job for the server that does?
2107 return ( "Can't (yet) ban encrypted credit cards" )
2108 if $self->is_encrypted($self->payinfo);
2110 my $ban = new FS::banned_pay $self->_banned_pay_hashref;
2111 my $error = $ban->insert;
2112 return ( $error ) if $error;
2116 my @pkgs = $self->ncancelled_pkgs;
2118 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2119 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2122 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2125 sub _banned_pay_hashref {
2136 'payby' => $payby2ban{$self->payby},
2137 'payinfo' => md5_base64($self->payinfo),
2138 #don't ever *search* on reason! #'reason' =>
2144 Returns all notes (see L<FS::cust_main_note>) for this customer.
2151 qsearch( 'cust_main_note',
2152 { 'custnum' => $self->custnum },
2154 'ORDER BY _DATE DESC'
2160 Returns the agent (see L<FS::agent>) for this customer.
2166 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2169 =item bill_and_collect
2171 Cancels and suspends any packages due, generates bills, applies payments and
2174 Warns on errors (Does not currently: If there is an error, returns the error, otherwise returns false.)
2176 Options are passed as name-value pairs. Currently available options are:
2182 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2186 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2190 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2194 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2198 If set true, re-charges setup fees.
2202 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2208 sub bill_and_collect {
2209 my( $self, %options ) = @_;
2215 #$options{actual_time} not $options{time} because freeside-daily -d is for
2216 #pre-printing invoices
2217 my @cancel_pkgs = grep { $_->expire && $_->expire <= $options{actual_time} }
2218 $self->ncancelled_pkgs;
2220 foreach my $cust_pkg ( @cancel_pkgs ) {
2221 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
2222 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
2223 'reason_otaker' => $cpr->otaker
2227 warn "Error cancelling expired pkg ". $cust_pkg->pkgnum.
2228 " for custnum ". $self->custnum. ": $error"
2236 #$options{actual_time} not $options{time} because freeside-daily -d is for
2237 #pre-printing invoices
2240 && ( ( $_->part_pkg->is_prepaid
2242 && $_->bill < $options{actual_time}
2245 && $_->adjourn <= $options{actual_time}
2249 $self->ncancelled_pkgs;
2251 foreach my $cust_pkg ( @susp_pkgs ) {
2252 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
2253 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
2254 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
2255 'reason_otaker' => $cpr->otaker
2260 warn "Error suspending package ". $cust_pkg->pkgnum.
2261 " for custnum ". $self->custnum. ": $error"
2269 my $error = $self->bill( %options );
2270 warn "Error billing, custnum ". $self->custnum. ": $error" if $error;
2272 $self->apply_payments_and_credits;
2274 $error = $self->collect( %options );
2275 warn "Error collecting, custnum". $self->custnum. ": $error" if $error;
2281 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
2282 conjunction with the collect method by calling B<bill_and_collect>.
2284 If there is an error, returns the error, otherwise returns false.
2286 Options are passed as name-value pairs. Currently available options are:
2292 If set true, re-charges setup fees.
2296 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
2300 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
2304 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
2306 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
2310 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
2317 my( $self, %options ) = @_;
2318 return '' if $self->payby eq 'COMP';
2319 warn "$me bill customer ". $self->custnum. "\n"
2322 my $time = $options{'time'} || time;
2323 my $invoice_time = $options{'invoice_time'} || $time;
2326 local $SIG{HUP} = 'IGNORE';
2327 local $SIG{INT} = 'IGNORE';
2328 local $SIG{QUIT} = 'IGNORE';
2329 local $SIG{TERM} = 'IGNORE';
2330 local $SIG{TSTP} = 'IGNORE';
2331 local $SIG{PIPE} = 'IGNORE';
2333 my $oldAutoCommit = $FS::UID::AutoCommit;
2334 local $FS::UID::AutoCommit = 0;
2337 $self->select_for_update; #mutex
2339 my @cust_bill_pkg = ();
2342 # find the packages which are due for billing, find out how much they are
2343 # & generate invoice database.
2346 my( $total_setup, $total_recur, $postal_charge ) = ( 0, 0, 0 );
2348 my @precommit_hooks = ();
2350 my @cust_pkgs = qsearch('cust_pkg', { 'custnum' => $self->custnum } );
2351 foreach my $cust_pkg (@cust_pkgs) {
2353 #NO!! next if $cust_pkg->cancel;
2354 next if $cust_pkg->getfield('cancel');
2356 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
2358 #? to avoid use of uninitialized value errors... ?
2359 $cust_pkg->setfield('bill', '')
2360 unless defined($cust_pkg->bill);
2362 #my $part_pkg = $cust_pkg->part_pkg;
2364 my $real_pkgpart = $cust_pkg->pkgpart;
2365 my %hash = $cust_pkg->hash;
2367 foreach my $part_pkg ( $cust_pkg->part_pkg->self_and_bill_linked ) {
2369 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
2372 $self->_make_lines( 'part_pkg' => $part_pkg,
2373 'cust_pkg' => $cust_pkg,
2374 'precommit_hooks' => \@precommit_hooks,
2375 'line_items' => \@cust_bill_pkg,
2376 'setup' => \$total_setup,
2377 'recur' => \$total_recur,
2378 'tax_matrix' => \%taxlisthash,
2380 'options' => \%options,
2383 $dbh->rollback if $oldAutoCommit;
2387 } #foreach my $part_pkg
2389 } #foreach my $cust_pkg
2391 unless ( @cust_bill_pkg ) { #don't create an invoice w/o line items
2392 #but do commit any package date cycling that happened
2393 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2397 my $postal_pkg = $self->charge_postal_fee();
2398 if ( $postal_pkg && !ref( $postal_pkg ) ) {
2399 $dbh->rollback if $oldAutoCommit;
2400 return "can't charge postal invoice fee for customer ".
2401 $self->custnum. ": $postal_pkg";
2404 ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
2405 !$conf->exists('postal_invoice-recurring_only')
2409 foreach my $part_pkg ( $postal_pkg->part_pkg->self_and_bill_linked ) {
2411 $self->_make_lines( 'part_pkg' => $part_pkg,
2412 'cust_pkg' => $postal_pkg,
2413 'precommit_hooks' => \@precommit_hooks,
2414 'line_items' => \@cust_bill_pkg,
2415 'setup' => \$total_setup,
2416 'recur' => \$total_recur,
2417 'tax_matrix' => \%taxlisthash,
2419 'options' => \%options,
2422 $dbh->rollback if $oldAutoCommit;
2428 warn "having a look at the taxes we found...\n" if $DEBUG > 2;
2430 # keys are tax names (as printed on invoices / itemdesc )
2431 # values are listrefs of taxlisthash keys (internal identifiers)
2434 # keys are taxlisthash keys (internal identifiers)
2435 # values are (cumulative) amounts
2438 # keys are taxlisthash keys (internal identifiers)
2439 # values are listrefs of cust_bill_pkg_tax_location hashrefs
2440 my %tax_location = ();
2442 foreach my $tax ( keys %taxlisthash ) {
2443 my $tax_object = shift @{ $taxlisthash{$tax} };
2444 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
2445 my $hashref_or_error =
2446 $tax_object->taxline( $taxlisthash{$tax},
2447 'custnum' => $self->custnum,
2448 'invoice_time' => $invoice_time
2450 unless ( ref($hashref_or_error) ) {
2451 $dbh->rollback if $oldAutoCommit;
2452 return $hashref_or_error;
2454 unshift @{ $taxlisthash{$tax} }, $tax_object;
2456 my $name = $hashref_or_error->{'name'};
2457 my $amount = $hashref_or_error->{'amount'};
2459 #warn "adding $amount as $name\n";
2460 $taxname{ $name } ||= [];
2461 push @{ $taxname{ $name } }, $tax;
2463 $tax{ $tax } += $amount;
2465 $tax_location{ $tax } ||= [];
2466 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
2467 push @{ $tax_location{ $tax } },
2469 'taxnum' => $tax_object->taxnum,
2470 'taxtype' => ref($tax_object),
2471 'pkgnum' => $tax_object->get('pkgnum'),
2472 'locationnum' => $tax_object->get('locationnum'),
2473 'amount' => sprintf('%.2f', $amount ),
2479 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
2480 my %packagemap = map { $_->pkgnum => $_ } @cust_bill_pkg;
2481 foreach my $tax ( keys %taxlisthash ) {
2482 foreach ( @{ $taxlisthash{$tax} }[1 ... scalar(@{ $taxlisthash{$tax} })] ) {
2483 next unless ref($_) eq 'FS::cust_bill_pkg'; # shouldn't happen
2485 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
2486 splice( @{ $_->_cust_tax_exempt_pkg } );
2490 #some taxes are taxed
2493 warn "finding taxed taxes...\n" if $DEBUG > 2;
2494 foreach my $tax ( keys %taxlisthash ) {
2495 my $tax_object = shift @{ $taxlisthash{$tax} };
2496 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
2498 next unless $tax_object->can('tax_on_tax');
2500 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
2501 my $totname = ref( $tot ). ' '. $tot->taxnum;
2503 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
2505 next unless exists( $taxlisthash{ $totname } ); # only increase
2507 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
2508 if ( exists( $totlisthash{ $totname } ) ) {
2509 push @{ $totlisthash{ $totname } }, $tax{ $tax };
2511 $totlisthash{ $totname } = [ $tot, $tax{ $tax } ];
2516 warn "having a look at taxed taxes...\n" if $DEBUG > 2;
2517 foreach my $tax ( keys %totlisthash ) {
2518 my $tax_object = shift @{ $totlisthash{$tax} };
2519 warn "found previously found taxed tax ". $tax_object->taxname. "\n"
2521 my $listref_or_error =
2522 $tax_object->taxline( $totlisthash{$tax},
2523 'custnum' => $self->custnum,
2524 'invoice_time' => $invoice_time
2526 unless (ref($listref_or_error)) {
2527 $dbh->rollback if $oldAutoCommit;
2528 return $listref_or_error;
2531 warn "adding taxed tax amount ". $listref_or_error->[1].
2532 " as ". $tax_object->taxname. "\n"
2534 $tax{ $tax } += $listref_or_error->[1];
2537 #consolidate and create tax line items
2538 warn "consolidating and generating...\n" if $DEBUG > 2;
2539 foreach my $taxname ( keys %taxname ) {
2542 my @cust_bill_pkg_tax_location = ();
2543 warn "adding $taxname\n" if $DEBUG > 1;
2544 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
2545 next if $seen{$taxitem}++;
2546 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
2547 $tax += $tax{$taxitem};
2548 push @cust_bill_pkg_tax_location,
2549 map { new FS::cust_bill_pkg_tax_location $_ }
2550 @{ $tax_location{ $taxitem } };
2554 $tax = sprintf('%.2f', $tax );
2555 $total_setup = sprintf('%.2f', $total_setup+$tax );
2557 push @cust_bill_pkg, new FS::cust_bill_pkg {
2563 'itemdesc' => $taxname,
2564 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
2569 my $charged = sprintf('%.2f', $total_setup + $total_recur );
2571 #create the new invoice
2572 my $cust_bill = new FS::cust_bill ( {
2573 'custnum' => $self->custnum,
2574 '_date' => ( $invoice_time ),
2575 'charged' => $charged,
2577 my $error = $cust_bill->insert;
2579 $dbh->rollback if $oldAutoCommit;
2580 return "can't create invoice for customer #". $self->custnum. ": $error";
2583 foreach my $cust_bill_pkg ( @cust_bill_pkg ) {
2584 $cust_bill_pkg->invnum($cust_bill->invnum);
2585 my $error = $cust_bill_pkg->insert;
2587 $dbh->rollback if $oldAutoCommit;
2588 return "can't create invoice line item: $error";
2593 foreach my $hook ( @precommit_hooks ) {
2595 &{$hook}; #($self) ?
2598 $dbh->rollback if $oldAutoCommit;
2599 return "$@ running precommit hook $hook\n";
2603 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2609 my ($self, %params) = @_;
2611 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
2612 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
2613 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
2614 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
2615 my $total_setup = $params{setup} or die "no setup accumulator specified";
2616 my $total_recur = $params{recur} or die "no recur accumulator specified";
2617 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
2618 my $time = $params{'time'} or die "no time specified";
2619 my (%options) = %{$params{options}}; #hmmm only for 'resetup'
2622 my $real_pkgpart = $cust_pkg->pkgpart;
2623 my %hash = $cust_pkg->hash;
2624 my $old_cust_pkg = new FS::cust_pkg \%hash;
2630 $cust_pkg->pkgpart($part_pkg->pkgpart);
2638 if ( ! $cust_pkg->setup &&
2640 ( $conf->exists('disable_setup_suspended_pkgs') &&
2641 ! $cust_pkg->getfield('susp')
2642 ) || ! $conf->exists('disable_setup_suspended_pkgs')
2644 || $options{'resetup'}
2647 warn " bill setup\n" if $DEBUG > 1;
2650 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
2651 return "$@ running calc_setup for $cust_pkg\n"
2654 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
2656 $cust_pkg->setfield('setup', $time)
2657 unless $cust_pkg->setup;
2658 #do need it, but it won't get written to the db
2659 #|| $cust_pkg->pkgpart != $real_pkgpart;
2664 # bill recurring fee
2667 #XXX unit stuff here too
2671 if ( ! $cust_pkg->getfield('susp') and
2672 ( $part_pkg->getfield('freq') ne '0' &&
2673 ( $cust_pkg->getfield('bill') || 0 ) <= $time
2675 || ( $part_pkg->plan eq 'voip_cdr'
2676 && $part_pkg->option('bill_every_call')
2680 # XXX should this be a package event? probably. events are called
2681 # at collection time at the moment, though...
2682 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
2683 if $part_pkg->can('reset_usage');
2684 #don't want to reset usage just cause we want a line item??
2685 #&& $part_pkg->pkgpart == $real_pkgpart;
2687 warn " bill recur\n" if $DEBUG > 1;
2690 # XXX shared with $recur_prog
2691 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2693 #over two params! lets at least switch to a hashref for the rest...
2694 my $increment_next_bill = ( $part_pkg->freq ne '0'
2695 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
2697 my %param = ( 'precommit_hooks' => $precommit_hooks,
2698 'increment_next_bill' => $increment_next_bill,
2701 $recur = eval { $cust_pkg->calc_recur( \$sdate, \@details, \%param ) };
2702 return "$@ running calc_recur for $cust_pkg\n"
2705 if ( $increment_next_bill ) {
2707 my $next_bill = $part_pkg->add_freq($sdate);
2708 return "unparsable frequency: ". $part_pkg->freq
2709 if $next_bill == -1;
2711 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
2712 # only for figuring next bill date, nothing else, so, reset $sdate again
2714 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
2715 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
2716 $cust_pkg->last_bill($sdate);
2718 $cust_pkg->setfield('bill', $next_bill );
2724 warn "\$setup is undefined" unless defined($setup);
2725 warn "\$recur is undefined" unless defined($recur);
2726 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
2729 # If there's line items, create em cust_bill_pkg records
2730 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
2735 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
2736 # hmm.. and if just the options are modified in some weird price plan?
2738 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
2741 my $error = $cust_pkg->replace( $old_cust_pkg,
2742 'options' => { $cust_pkg->options },
2744 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
2745 if $error; #just in case
2748 $setup = sprintf( "%.2f", $setup );
2749 $recur = sprintf( "%.2f", $recur );
2750 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
2751 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
2753 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
2754 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
2757 if ( $setup != 0 || $recur != 0 ) {
2759 warn " charges (setup=$setup, recur=$recur); adding line items\n"
2762 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
2764 warn " adding customer package invoice detail: $_\n"
2765 foreach @cust_pkg_detail;
2767 push @details, @cust_pkg_detail;
2769 my $cust_bill_pkg = new FS::cust_bill_pkg {
2770 'pkgnum' => $cust_pkg->pkgnum,
2772 'unitsetup' => $unitsetup,
2774 'unitrecur' => $unitrecur,
2775 'quantity' => $cust_pkg->quantity,
2776 'details' => \@details,
2779 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
2780 $cust_bill_pkg->sdate( $hash{last_bill} );
2781 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
2782 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
2783 $cust_bill_pkg->sdate( $sdate );
2784 $cust_bill_pkg->edate( $cust_pkg->bill );
2787 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
2788 unless $part_pkg->pkgpart == $real_pkgpart;
2790 $$total_setup += $setup;
2791 $$total_recur += $recur;
2798 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg);
2799 return $error if $error;
2801 push @$cust_bill_pkgs, $cust_bill_pkg;
2803 } #if $setup != 0 || $recur != 0
2813 my $part_pkg = shift;
2814 my $taxlisthash = shift;
2815 my $cust_bill_pkg = shift;
2816 my $cust_pkg = shift;
2818 my %cust_bill_pkg = ();
2822 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
2823 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
2824 push @classes, 'setup' if $cust_bill_pkg->setup;
2825 push @classes, 'recur' if $cust_bill_pkg->recur;
2827 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
2829 if ( $conf->exists('enable_taxproducts')
2830 && ( scalar($part_pkg->part_pkg_taxoverride)
2831 || $part_pkg->has_taxproduct
2836 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2837 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
2840 foreach my $class (@classes) {
2841 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
2842 return $err_or_ref unless ref($err_or_ref);
2843 $taxes{$class} = $err_or_ref;
2846 unless (exists $taxes{''}) {
2847 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
2848 return $err_or_ref unless ref($err_or_ref);
2849 $taxes{''} = $err_or_ref;
2854 my @loc_keys = qw( state county country );
2856 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2857 my $cust_location = $cust_pkg->cust_location;
2858 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
2861 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
2864 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
2867 $taxhash{'taxclass'} = $part_pkg->taxclass;
2869 my @taxes = qsearch( 'cust_main_county', \%taxhash );
2871 my %taxhash_elim = %taxhash;
2873 my @elim = qw( taxclass county state );
2874 while ( !scalar(@taxes) && scalar(@elim) ) {
2875 $taxhash_elim{ shift(@elim) } = '';
2876 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
2879 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
2881 $_->set('pkgnum', $cust_pkg->pkgnum );
2882 $_->set('locationnum', $cust_pkg->locationnum );
2886 $taxes{''} = [ @taxes ];
2887 $taxes{'setup'} = [ @taxes ];
2888 $taxes{'recur'} = [ @taxes ];
2889 $taxes{$_} = [ @taxes ] foreach (@classes);
2891 # maybe eliminate this entirely, along with all the 0% records
2894 "fatal: can't find tax rate for state/county/country/taxclass ".
2895 join('/', map $taxhash{$_}, qw(state county country taxclass) );
2898 } #if $conf->exists('enable_taxproducts') ...
2903 if ( $conf->exists('separate_usage') ) {
2904 my $section = $cust_pkg->part_pkg->option('usage_section', 'Hush!');
2905 my $summary = $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
2906 push @display, new FS::cust_bill_pkg_display { type => 'S' };
2907 push @display, new FS::cust_bill_pkg_display { type => 'R' };
2908 push @display, new FS::cust_bill_pkg_display { type => 'U',
2911 if ($section && $summary) {
2912 $display[2]->post_total('Y');
2913 push @display, new FS::cust_bill_pkg_display { type => 'U',
2918 $cust_bill_pkg->set('display', \@display);
2920 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
2921 foreach my $key (keys %tax_cust_bill_pkg) {
2922 my @taxes = @{ $taxes{$key} || [] };
2923 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
2925 foreach my $tax ( @taxes ) {
2927 my $taxname = ref( $tax ). ' taxnum'. $tax->taxnum;
2928 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
2929 # ' locationnum'. $cust_pkg->locationnum
2930 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
2932 if ( exists( $taxlisthash->{ $taxname } ) ) {
2933 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
2935 $taxlisthash->{ $taxname } = [ $tax, $tax_cust_bill_pkg ];
2945 my $part_pkg = shift;
2949 my $geocode = $self->geocode('cch');
2951 my @taxclassnums = map { $_->taxclassnum }
2952 $part_pkg->part_pkg_taxoverride($class);
2954 unless (@taxclassnums) {
2955 @taxclassnums = map { $_->taxclassnum }
2956 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
2958 warn "Found taxclassnum values of ". join(',', @taxclassnums)
2963 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
2965 @taxes = qsearch({ 'table' => 'tax_rate',
2966 'hashref' => { 'geocode' => $geocode, },
2967 'extra_sql' => $extra_sql,
2969 if scalar(@taxclassnums);
2971 warn "Found taxes ".
2972 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
2979 =item collect OPTIONS
2981 (Attempt to) collect money for this customer's outstanding invoices (see
2982 L<FS::cust_bill>). Usually used after the bill method.
2984 Actions are now triggered by billing events; see L<FS::part_event> and the
2985 billing events web interface. Old-style invoice events (see
2986 L<FS::part_bill_event>) have been deprecated.
2988 If there is an error, returns the error, otherwise returns false.
2990 Options are passed as name-value pairs.
2992 Currently available options are:
2998 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
3002 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
3006 set true to surpress email card/ACH decline notices.
3010 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
3014 allows for one time override of normal customer billing method
3018 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3026 my( $self, %options ) = @_;
3027 my $invoice_time = $options{'invoice_time'} || time;
3030 local $SIG{HUP} = 'IGNORE';
3031 local $SIG{INT} = 'IGNORE';
3032 local $SIG{QUIT} = 'IGNORE';
3033 local $SIG{TERM} = 'IGNORE';
3034 local $SIG{TSTP} = 'IGNORE';
3035 local $SIG{PIPE} = 'IGNORE';
3037 my $oldAutoCommit = $FS::UID::AutoCommit;
3038 local $FS::UID::AutoCommit = 0;
3041 $self->select_for_update; #mutex
3044 my $balance = $self->balance;
3045 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
3048 if ( exists($options{'retry_card'}) ) {
3049 carp 'retry_card option passed to collect is deprecated; use retry';
3050 $options{'retry'} ||= $options{'retry_card'};
3052 if ( exists($options{'retry'}) && $options{'retry'} ) {
3053 my $error = $self->retry_realtime;
3055 $dbh->rollback if $oldAutoCommit;
3060 # false laziness w/pay_batch::import_results
3062 my $due_cust_event = $self->due_cust_event(
3063 'debug' => ( $options{'debug'} || 0 ),
3064 'time' => $invoice_time,
3065 'check_freq' => $options{'check_freq'},
3067 unless( ref($due_cust_event) ) {
3068 $dbh->rollback if $oldAutoCommit;
3069 return $due_cust_event;
3072 foreach my $cust_event ( @$due_cust_event ) {
3076 #re-eval event conditions (a previous event could have changed things)
3077 unless ( $cust_event->test_conditions( 'time' => $invoice_time ) ) {
3078 #don't leave stray "new/locked" records around
3079 my $error = $cust_event->delete;
3081 #gah, even with transactions
3082 $dbh->commit if $oldAutoCommit; #well.
3089 local $realtime_bop_decline_quiet = 1 if $options{'quiet'};
3090 warn " running cust_event ". $cust_event->eventnum. "\n"
3094 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
3095 if ( my $error = $cust_event->do_event() ) {
3096 #XXX wtf is this? figure out a proper dealio with return value
3098 # gah, even with transactions.
3099 $dbh->commit if $oldAutoCommit; #well.
3106 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3111 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
3113 Inserts database records for and returns an ordered listref of new events due
3114 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
3115 events are due, an empty listref is returned. If there is an error, returns a
3116 scalar error message.
3118 To actually run the events, call each event's test_condition method, and if
3119 still true, call the event's do_event method.
3121 Options are passed as a hashref or as a list of name-value pairs. Available
3128 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
3132 "Current time" for the events.
3136 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
3140 Only return events for the specified eventtable (by default, events of all eventtables are returned)
3144 Explicitly pass the objects to be tested (typically used with eventtable).
3148 Set to true to return the objects, but not actually insert them into the
3155 sub due_cust_event {
3157 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
3160 #my $DEBUG = $opt{'debug'}
3161 local($DEBUG) = $opt{'debug'}
3162 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
3164 warn "$me due_cust_event called with options ".
3165 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
3168 $opt{'time'} ||= time;
3170 local $SIG{HUP} = 'IGNORE';
3171 local $SIG{INT} = 'IGNORE';
3172 local $SIG{QUIT} = 'IGNORE';
3173 local $SIG{TERM} = 'IGNORE';
3174 local $SIG{TSTP} = 'IGNORE';
3175 local $SIG{PIPE} = 'IGNORE';
3177 my $oldAutoCommit = $FS::UID::AutoCommit;
3178 local $FS::UID::AutoCommit = 0;
3181 $self->select_for_update #mutex
3182 unless $opt{testonly};
3185 # 1: find possible events (initial search)
3188 my @cust_event = ();
3190 my @eventtable = $opt{'eventtable'}
3191 ? ( $opt{'eventtable'} )
3192 : FS::part_event->eventtables_runorder;
3194 foreach my $eventtable ( @eventtable ) {
3197 if ( $opt{'objects'} ) {
3199 @objects = @{ $opt{'objects'} };
3203 #my @objects = $self->eventtable(); # sub cust_main { @{ [ $self ] }; }
3204 @objects = ( $eventtable eq 'cust_main' )
3206 : ( $self->$eventtable() );
3210 my @e_cust_event = ();
3212 my $cross = "CROSS JOIN $eventtable";
3213 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
3214 unless $eventtable eq 'cust_main';
3216 foreach my $object ( @objects ) {
3218 #this first search uses the condition_sql magic for optimization.
3219 #the more possible events we can eliminate in this step the better
3221 my $cross_where = '';
3222 my $pkey = $object->primary_key;
3223 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
3225 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
3227 FS::part_event_condition->where_conditions_sql( $eventtable,
3228 'time'=>$opt{'time'}
3230 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
3232 $extra_sql = "AND $extra_sql" if $extra_sql;
3234 #here is the agent virtualization
3235 $extra_sql .= " AND ( part_event.agentnum IS NULL
3236 OR part_event.agentnum = ". $self->agentnum. ' )';
3238 $extra_sql .= " $order";
3240 warn "searching for events for $eventtable ". $object->$pkey. "\n"
3241 if $opt{'debug'} > 2;
3242 my @part_event = qsearch( {
3243 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
3244 'select' => 'part_event.*',
3245 'table' => 'part_event',
3246 'addl_from' => "$cross $join",
3247 'hashref' => { 'check_freq' => ( $opt{'check_freq'} || '1d' ),
3248 'eventtable' => $eventtable,
3251 'extra_sql' => "AND $cross_where $extra_sql",
3255 my $pkey = $object->primary_key;
3256 warn " ". scalar(@part_event).
3257 " possible events found for $eventtable ". $object->$pkey(). "\n";
3260 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
3264 warn " ". scalar(@e_cust_event).
3265 " subtotal possible cust events found for $eventtable\n"
3268 push @cust_event, @e_cust_event;
3272 warn " ". scalar(@cust_event).
3273 " total possible cust events found in initial search\n"
3277 # 2: test conditions
3282 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
3283 'stats_hashref' => \%unsat ),
3286 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
3289 warn " invalid conditions not eliminated with condition_sql:\n".
3290 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
3297 unless( $opt{testonly} ) {
3298 foreach my $cust_event ( @cust_event ) {
3300 my $error = $cust_event->insert();
3302 $dbh->rollback if $oldAutoCommit;
3309 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3315 warn " returning events: ". Dumper(@cust_event). "\n"
3322 =item retry_realtime
3324 Schedules realtime / batch credit card / electronic check / LEC billing
3325 events for for retry. Useful if card information has changed or manual
3326 retry is desired. The 'collect' method must be called to actually retry
3329 Implementation details: For either this customer, or for each of this
3330 customer's open invoices, changes the status of the first "done" (with
3331 statustext error) realtime processing event to "failed".
3335 sub retry_realtime {
3338 local $SIG{HUP} = 'IGNORE';
3339 local $SIG{INT} = 'IGNORE';
3340 local $SIG{QUIT} = 'IGNORE';
3341 local $SIG{TERM} = 'IGNORE';
3342 local $SIG{TSTP} = 'IGNORE';
3343 local $SIG{PIPE} = 'IGNORE';
3345 my $oldAutoCommit = $FS::UID::AutoCommit;
3346 local $FS::UID::AutoCommit = 0;
3349 #a little false laziness w/due_cust_event (not too bad, really)
3351 my $join = FS::part_event_condition->join_conditions_sql;
3352 my $order = FS::part_event_condition->order_conditions_sql;
3355 . join ( ' OR ' , map {
3356 "( part_event.eventtable = " . dbh->quote($_)
3357 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
3358 } FS::part_event->eventtables)
3361 #here is the agent virtualization
3362 my $agent_virt = " ( part_event.agentnum IS NULL
3363 OR part_event.agentnum = ". $self->agentnum. ' )';
3365 #XXX this shouldn't be hardcoded, actions should declare it...
3366 my @realtime_events = qw(
3367 cust_bill_realtime_card
3368 cust_bill_realtime_check
3369 cust_bill_realtime_lec
3373 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
3378 my @cust_event = qsearchs({
3379 'table' => 'cust_event',
3380 'select' => 'cust_event.*',
3381 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
3382 'hashref' => { 'status' => 'done' },
3383 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
3384 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
3387 my %seen_invnum = ();
3388 foreach my $cust_event (@cust_event) {
3390 #max one for the customer, one for each open invoice
3391 my $cust_X = $cust_event->cust_X;
3392 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
3396 or $cust_event->part_event->eventtable eq 'cust_bill'
3399 my $error = $cust_event->retry;
3401 $dbh->rollback if $oldAutoCommit;
3402 return "error scheduling event for retry: $error";
3407 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3412 # some horrid false laziness here to avoid refactor fallout
3413 # eventually realtime realtime_bop and realtime_refund_bop should go
3414 # away and be replaced by _new_realtime_bop and _new_realtime_refund_bop
3416 =item realtime_bop METHOD AMOUNT [ OPTION => VALUE ... ]
3418 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
3419 via a Business::OnlinePayment realtime gateway. See
3420 L<http://420.am/business-onlinepayment> for supported gateways.
3422 Available methods are: I<CC>, I<ECHECK> and I<LEC>
3424 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
3426 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
3427 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
3428 if set, will override the value from the customer record.
3430 I<description> is a free-text field passed to the gateway. It defaults to
3431 "Internet services".
3433 If an I<invnum> is specified, this payment (if successful) is applied to the
3434 specified invoice. If you don't specify an I<invnum> you might want to
3435 call the B<apply_payments> method.
3437 I<quiet> can be set true to surpress email decline notices.
3439 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
3440 resulting paynum, if any.
3442 I<payunique> is a unique identifier for this payment.
3444 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
3451 return $self->_new_realtime_bop(@_)
3452 if $self->_new_bop_required();
3454 my( $method, $amount, %options ) = @_;
3456 warn "$me realtime_bop: $method $amount\n";
3457 warn " $_ => $options{$_}\n" foreach keys %options;
3460 $options{'description'} ||= 'Internet services';
3462 return $self->fake_bop($method, $amount, %options) if $options{'fake'};
3464 eval "use Business::OnlinePayment";
3467 my $payinfo = exists($options{'payinfo'})
3468 ? $options{'payinfo'}
3471 my %method2payby = (
3478 # check for banned credit card/ACH
3481 my $ban = qsearchs('banned_pay', {
3482 'payby' => $method2payby{$method},
3483 'payinfo' => md5_base64($payinfo),
3485 return "Banned credit card" if $ban;
3492 if ( $options{'invnum'} ) {
3493 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
3494 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
3496 map { $_->part_pkg->taxclass }
3498 map { $_->cust_pkg }
3499 $cust_bill->cust_bill_pkg;
3500 unless ( grep { $taxclasses[0] ne $_ } @taxclasses ) { #unless there are
3501 #different taxclasses
3502 $taxclass = $taxclasses[0];
3506 #look for an agent gateway override first
3508 if ( $method eq 'CC' ) {
3509 $cardtype = cardtype($payinfo);
3510 } elsif ( $method eq 'ECHECK' ) {
3513 $cardtype = $method;
3517 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3518 cardtype => $cardtype,
3519 taxclass => $taxclass, } )
3520 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3522 taxclass => $taxclass, } )
3523 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3524 cardtype => $cardtype,
3526 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
3528 taxclass => '', } );
3530 my $payment_gateway = '';
3531 my( $processor, $login, $password, $action, @bop_options );
3532 if ( $override ) { #use a payment gateway override
3534 $payment_gateway = $override->payment_gateway;
3536 $processor = $payment_gateway->gateway_module;
3537 $login = $payment_gateway->gateway_username;
3538 $password = $payment_gateway->gateway_password;
3539 $action = $payment_gateway->gateway_action;
3540 @bop_options = $payment_gateway->options;
3542 } else { #use the standard settings from the config
3544 ( $processor, $login, $password, $action, @bop_options ) =
3545 $self->default_payment_gateway($method);
3553 my $address = exists($options{'address1'})
3554 ? $options{'address1'}
3556 my $address2 = exists($options{'address2'})
3557 ? $options{'address2'}
3559 $address .= ", ". $address2 if length($address2);
3561 my $o_payname = exists($options{'payname'})
3562 ? $options{'payname'}
3564 my($payname, $payfirst, $paylast);
3565 if ( $o_payname && $method ne 'ECHECK' ) {
3566 ($payname = $o_payname) =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
3567 or return "Illegal payname $payname";
3568 ($payfirst, $paylast) = ($1, $2);
3570 $payfirst = $self->getfield('first');
3571 $paylast = $self->getfield('last');
3572 $payname = "$payfirst $paylast";
3575 my @invoicing_list = $self->invoicing_list_emailonly;
3576 if ( $conf->exists('emailinvoiceautoalways')
3577 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
3578 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
3579 push @invoicing_list, $self->all_emails;
3582 my $email = ($conf->exists('business-onlinepayment-email-override'))
3583 ? $conf->config('business-onlinepayment-email-override')
3584 : $invoicing_list[0];
3588 my $payip = exists($options{'payip'})
3591 $content{customer_ip} = $payip
3594 $content{invoice_number} = $options{'invnum'}
3595 if exists($options{'invnum'}) && length($options{'invnum'});
3597 $content{email_customer} =
3598 ( $conf->exists('business-onlinepayment-email_customer')
3599 || $conf->exists('business-onlinepayment-email-override') );
3602 if ( $method eq 'CC' ) {
3604 $content{card_number} = $payinfo;
3605 $paydate = exists($options{'paydate'})
3606 ? $options{'paydate'}
3608 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
3609 $content{expiration} = "$2/$1";
3611 my $paycvv = exists($options{'paycvv'})
3612 ? $options{'paycvv'}
3614 $content{cvv2} = $paycvv
3617 my $paystart_month = exists($options{'paystart_month'})
3618 ? $options{'paystart_month'}
3619 : $self->paystart_month;
3621 my $paystart_year = exists($options{'paystart_year'})
3622 ? $options{'paystart_year'}
3623 : $self->paystart_year;
3625 $content{card_start} = "$paystart_month/$paystart_year"
3626 if $paystart_month && $paystart_year;
3628 my $payissue = exists($options{'payissue'})
3629 ? $options{'payissue'}
3631 $content{issue_number} = $payissue if $payissue;
3633 $content{recurring_billing} = 'YES'
3634 if qsearch('cust_pay', { 'custnum' => $self->custnum,
3636 'payinfo' => $payinfo,
3638 || qsearch('cust_pay', { 'custnum' => $self->custnum,
3640 'paymask' => $self->mask_payinfo('CARD', $payinfo),
3644 } elsif ( $method eq 'ECHECK' ) {
3645 ( $content{account_number}, $content{routing_code} ) =
3646 split('@', $payinfo);
3647 $content{bank_name} = $o_payname;
3648 $content{bank_state} = exists($options{'paystate'})
3649 ? $options{'paystate'}
3650 : $self->getfield('paystate');
3651 $content{account_type} = exists($options{'paytype'})
3652 ? uc($options{'paytype'}) || 'CHECKING'
3653 : uc($self->getfield('paytype')) || 'CHECKING';
3654 $content{account_name} = $payname;
3655 $content{customer_org} = $self->company ? 'B' : 'I';
3656 $content{state_id} = exists($options{'stateid'})
3657 ? $options{'stateid'}
3658 : $self->getfield('stateid');
3659 $content{state_id_state} = exists($options{'stateid_state'})
3660 ? $options{'stateid_state'}
3661 : $self->getfield('stateid_state');
3662 $content{customer_ssn} = exists($options{'ss'})
3665 } elsif ( $method eq 'LEC' ) {
3666 $content{phone} = $payinfo;
3670 # run transaction(s)
3673 my $balance = exists( $options{'balance'} )
3674 ? $options{'balance'}
3677 $self->select_for_update; #mutex ... just until we get our pending record in
3679 #the checks here are intended to catch concurrent payments
3680 #double-form-submission prevention is taken care of in cust_pay_pending::check
3683 return "The customer's balance has changed; $method transaction aborted."
3684 if $self->balance < $balance;
3685 #&& $self->balance < $amount; #might as well anyway?
3687 #also check and make sure there aren't *other* pending payments for this cust
3689 my @pending = qsearch('cust_pay_pending', {
3690 'custnum' => $self->custnum,
3691 'status' => { op=>'!=', value=>'done' }
3693 return "A payment is already being processed for this customer (".
3694 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
3695 "); $method transaction aborted."
3696 if scalar(@pending);
3698 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
3700 my $cust_pay_pending = new FS::cust_pay_pending {
3701 'custnum' => $self->custnum,
3702 #'invnum' => $options{'invnum'},
3705 'payby' => $method2payby{$method},
3706 'payinfo' => $payinfo,
3707 'paydate' => $paydate,
3709 'gatewaynum' => ( $payment_gateway ? $payment_gateway->gatewaynum : '' ),
3711 $cust_pay_pending->payunique( $options{payunique} )
3712 if defined($options{payunique}) && length($options{payunique});
3713 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
3714 return $cpp_new_err if $cpp_new_err;
3716 my( $action1, $action2 ) = split(/\s*\,\s*/, $action );
3718 my $transaction = new Business::OnlinePayment( $processor, @bop_options );
3719 $transaction->content(
3722 'password' => $password,
3723 'action' => $action1,
3724 'description' => $options{'description'},
3725 'amount' => $amount,
3726 #'invoice_number' => $options{'invnum'},
3727 'customer_id' => $self->custnum,
3728 'last_name' => $paylast,
3729 'first_name' => $payfirst,
3731 'address' => $address,
3732 'city' => ( exists($options{'city'})
3735 'state' => ( exists($options{'state'})
3738 'zip' => ( exists($options{'zip'})
3741 'country' => ( exists($options{'country'})
3742 ? $options{'country'}
3744 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
3746 'phone' => $self->daytime || $self->night,
3750 $cust_pay_pending->status('pending');
3751 my $cpp_pending_err = $cust_pay_pending->replace;
3752 return $cpp_pending_err if $cpp_pending_err;
3755 my $BOP_TESTING = 0;
3756 my $BOP_TESTING_SUCCESS = 1;
3758 unless ( $BOP_TESTING ) {
3759 $transaction->submit();
3761 if ( $BOP_TESTING_SUCCESS ) {
3762 $transaction->is_success(1);
3763 $transaction->authorization('fake auth');
3765 $transaction->is_success(0);
3766 $transaction->error_message('fake failure');
3770 if ( $transaction->is_success() && $action2 ) {
3772 $cust_pay_pending->status('authorized');
3773 my $cpp_authorized_err = $cust_pay_pending->replace;
3774 return $cpp_authorized_err if $cpp_authorized_err;
3776 my $auth = $transaction->authorization;
3777 my $ordernum = $transaction->can('order_number')
3778 ? $transaction->order_number
3782 new Business::OnlinePayment( $processor, @bop_options );
3789 password => $password,
3790 order_number => $ordernum,
3792 authorization => $auth,
3793 description => $options{'description'},
3796 foreach my $field (qw( authorization_source_code returned_ACI
3797 transaction_identifier validation_code
3798 transaction_sequence_num local_transaction_date
3799 local_transaction_time AVS_result_code )) {
3800 $capture{$field} = $transaction->$field() if $transaction->can($field);
3803 $capture->content( %capture );
3807 unless ( $capture->is_success ) {
3808 my $e = "Authorization successful but capture failed, custnum #".
3809 $self->custnum. ': '. $capture->result_code.
3810 ": ". $capture->error_message;
3817 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
3818 my $cpp_captured_err = $cust_pay_pending->replace;
3819 return $cpp_captured_err if $cpp_captured_err;
3822 # remove paycvv after initial transaction
3825 #false laziness w/misc/process/payment.cgi - check both to make sure working
3827 if ( defined $self->dbdef_table->column('paycvv')
3828 && length($self->paycvv)
3829 && ! grep { $_ eq cardtype($payinfo) } $conf->config('cvv-save')
3831 my $error = $self->remove_cvv;
3833 warn "WARNING: error removing cvv: $error\n";
3841 if ( $transaction->is_success() ) {
3844 if ( $payment_gateway ) { # agent override
3845 $paybatch = $payment_gateway->gatewaynum. '-';
3848 $paybatch .= "$processor:". $transaction->authorization;
3850 $paybatch .= ':'. $transaction->order_number
3851 if $transaction->can('order_number')
3852 && length($transaction->order_number);
3854 my $cust_pay = new FS::cust_pay ( {
3855 'custnum' => $self->custnum,
3856 'invnum' => $options{'invnum'},
3859 'payby' => $method2payby{$method},
3860 'payinfo' => $payinfo,
3861 'paybatch' => $paybatch,
3862 'paydate' => $paydate,
3864 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
3865 $cust_pay->payunique( $options{payunique} )
3866 if defined($options{payunique}) && length($options{payunique});
3868 my $oldAutoCommit = $FS::UID::AutoCommit;
3869 local $FS::UID::AutoCommit = 0;
3872 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
3874 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
3877 $cust_pay->invnum(''); #try again with no specific invnum
3878 my $error2 = $cust_pay->insert( $options{'manual'} ?
3879 ( 'manual' => 1 ) : ()
3882 # gah. but at least we have a record of the state we had to abort in
3883 # from cust_pay_pending now.
3884 my $e = "WARNING: $method captured but payment not recorded - ".
3885 "error inserting payment ($processor): $error2".
3886 " (previously tried insert with invnum #$options{'invnum'}" .
3887 ": $error ) - pending payment saved as paypendingnum ".
3888 $cust_pay_pending->paypendingnum. "\n";
3894 if ( $options{'paynum_ref'} ) {
3895 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
3898 $cust_pay_pending->status('done');
3899 $cust_pay_pending->statustext('captured');
3900 $cust_pay_pending->paynum($cust_pay->paynum);
3901 my $cpp_done_err = $cust_pay_pending->replace;
3903 if ( $cpp_done_err ) {
3905 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
3906 my $e = "WARNING: $method captured but payment not recorded - ".
3907 "error updating status for paypendingnum ".
3908 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3914 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3915 return ''; #no error
3921 my $perror = "$processor error: ". $transaction->error_message;
3923 unless ( $transaction->error_message ) {
3926 if ( $transaction->can('response_page') ) {
3928 'page' => ( $transaction->can('response_page')
3929 ? $transaction->response_page
3932 'code' => ( $transaction->can('response_code')
3933 ? $transaction->response_code
3936 'headers' => ( $transaction->can('response_headers')
3937 ? $transaction->response_headers
3943 "No additional debugging information available for $processor";
3946 $perror .= "No error_message returned from $processor -- ".
3947 ( ref($t_response) ? Dumper($t_response) : $t_response );
3951 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
3952 && $conf->exists('emaildecline')
3953 && grep { $_ ne 'POST' } $self->invoicing_list
3954 && ! grep { $transaction->error_message =~ /$_/ }
3955 $conf->config('emaildecline-exclude')
3957 my @templ = $conf->config('declinetemplate');
3958 my $template = new Text::Template (
3960 SOURCE => [ map "$_\n", @templ ],
3961 ) or return "($perror) can't create template: $Text::Template::ERROR";
3962 $template->compile()
3963 or return "($perror) can't compile template: $Text::Template::ERROR";
3965 my $templ_hash = { error => $transaction->error_message };
3967 my $error = send_email(
3968 'from' => $conf->config('invoice_from', $self->agentnum ),
3969 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
3970 'subject' => 'Your payment could not be processed',
3971 'body' => [ $template->fill_in(HASH => $templ_hash) ],
3974 $perror .= " (also received error sending decline notification: $error)"
3979 $cust_pay_pending->status('done');
3980 $cust_pay_pending->statustext("declined: $perror");
3981 my $cpp_done_err = $cust_pay_pending->replace;
3982 if ( $cpp_done_err ) {
3983 my $e = "WARNING: $method declined but pending payment not resolved - ".
3984 "error updating status for paypendingnum ".
3985 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
3987 $perror = "$e ($perror)";
3995 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
3997 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
3998 via a Business::OnlinePayment realtime gateway. See
3999 L<http://420.am/business-onlinepayment> for supported gateways.
4001 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4003 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
4005 Most gateways require a reference to an original payment transaction to refund,
4006 so you probably need to specify a I<paynum>.
4008 I<amount> defaults to the original amount of the payment if not specified.
4010 I<reason> specifies a reason for the refund.
4012 I<paydate> specifies the expiration date for a credit card overriding the
4013 value from the customer record or the payment record. Specified as yyyy-mm-dd
4015 Implementation note: If I<amount> is unspecified or equal to the amount of the
4016 orignal payment, first an attempt is made to "void" the transaction via
4017 the gateway (to cancel a not-yet settled transaction) and then if that fails,
4018 the normal attempt is made to "refund" ("credit") the transaction via the
4019 gateway is attempted.
4021 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4022 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4023 #if set, will override the value from the customer record.
4025 #If an I<invnum> is specified, this payment (if successful) is applied to the
4026 #specified invoice. If you don't specify an I<invnum> you might want to
4027 #call the B<apply_payments> method.
4031 #some false laziness w/realtime_bop, not enough to make it worth merging
4032 #but some useful small subs should be pulled out
4033 sub realtime_refund_bop {
4036 return $self->_new_realtime_refund_bop(@_)
4037 if $self->_new_bop_required();
4039 my( $method, %options ) = @_;
4041 warn "$me realtime_refund_bop: $method refund\n";
4042 warn " $_ => $options{$_}\n" foreach keys %options;
4045 eval "use Business::OnlinePayment";
4049 # look up the original payment and optionally a gateway for that payment
4053 my $amount = $options{'amount'};
4055 my( $processor, $login, $password, @bop_options ) ;
4056 my( $auth, $order_number ) = ( '', '', '' );
4058 if ( $options{'paynum'} ) {
4060 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
4061 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
4062 or return "Unknown paynum $options{'paynum'}";
4063 $amount ||= $cust_pay->paid;
4065 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
4066 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
4067 $cust_pay->paybatch;
4068 my $gatewaynum = '';
4069 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
4071 if ( $gatewaynum ) { #gateway for the payment to be refunded
4073 my $payment_gateway =
4074 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
4075 die "payment gateway $gatewaynum not found"
4076 unless $payment_gateway;
4078 $processor = $payment_gateway->gateway_module;
4079 $login = $payment_gateway->gateway_username;
4080 $password = $payment_gateway->gateway_password;
4081 @bop_options = $payment_gateway->options;
4083 } else { #try the default gateway
4085 my( $conf_processor, $unused_action );
4086 ( $conf_processor, $login, $password, $unused_action, @bop_options ) =
4087 $self->default_payment_gateway($method);
4089 return "processor of payment $options{'paynum'} $processor does not".
4090 " match default processor $conf_processor"
4091 unless $processor eq $conf_processor;
4096 } else { # didn't specify a paynum, so look for agent gateway overrides
4097 # like a normal transaction
4100 if ( $method eq 'CC' ) {
4101 $cardtype = cardtype($self->payinfo);
4102 } elsif ( $method eq 'ECHECK' ) {
4105 $cardtype = $method;
4108 qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4109 cardtype => $cardtype,
4111 || qsearchs('agent_payment_gateway', { agentnum => $self->agentnum,
4113 taxclass => '', } );
4115 if ( $override ) { #use a payment gateway override
4117 my $payment_gateway = $override->payment_gateway;
4119 $processor = $payment_gateway->gateway_module;
4120 $login = $payment_gateway->gateway_username;
4121 $password = $payment_gateway->gateway_password;
4122 #$action = $payment_gateway->gateway_action;
4123 @bop_options = $payment_gateway->options;
4125 } else { #use the standard settings from the config
4128 ( $processor, $login, $password, $unused_action, @bop_options ) =
4129 $self->default_payment_gateway($method);
4134 return "neither amount nor paynum specified" unless $amount;
4139 'password' => $password,
4140 'order_number' => $order_number,
4141 'amount' => $amount,
4142 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
4144 $content{authorization} = $auth
4145 if length($auth); #echeck/ACH transactions have an order # but no auth
4146 #(at least with authorize.net)
4148 my $disable_void_after;
4149 if ($conf->exists('disable_void_after')
4150 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
4151 $disable_void_after = $1;
4154 #first try void if applicable
4155 if ( $cust_pay && $cust_pay->paid == $amount
4157 ( not defined($disable_void_after) )
4158 || ( time < ($cust_pay->_date + $disable_void_after ) )
4161 warn " attempting void\n" if $DEBUG > 1;
4162 my $void = new Business::OnlinePayment( $processor, @bop_options );
4163 $void->content( 'action' => 'void', %content );
4165 if ( $void->is_success ) {
4166 my $error = $cust_pay->void($options{'reason'});
4168 # gah, even with transactions.
4169 my $e = 'WARNING: Card/ACH voided but database not updated - '.
4170 "error voiding payment: $error";
4174 warn " void successful\n" if $DEBUG > 1;
4179 warn " void unsuccessful, trying refund\n"
4183 my $address = $self->address1;
4184 $address .= ", ". $self->address2 if $self->address2;
4186 my($payname, $payfirst, $paylast);
4187 if ( $self->payname && $method ne 'ECHECK' ) {
4188 $payname = $self->payname;
4189 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4190 or return "Illegal payname $payname";
4191 ($payfirst, $paylast) = ($1, $2);
4193 $payfirst = $self->getfield('first');
4194 $paylast = $self->getfield('last');
4195 $payname = "$payfirst $paylast";
4198 my @invoicing_list = $self->invoicing_list_emailonly;
4199 if ( $conf->exists('emailinvoiceautoalways')
4200 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4201 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4202 push @invoicing_list, $self->all_emails;
4205 my $email = ($conf->exists('business-onlinepayment-email-override'))
4206 ? $conf->config('business-onlinepayment-email-override')
4207 : $invoicing_list[0];
4209 my $payip = exists($options{'payip'})
4212 $content{customer_ip} = $payip
4216 if ( $method eq 'CC' ) {
4219 $content{card_number} = $payinfo = $cust_pay->payinfo;
4220 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
4221 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
4222 ($content{expiration} = "$2/$1"); # where available
4224 $content{card_number} = $payinfo = $self->payinfo;
4225 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
4226 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4227 $content{expiration} = "$2/$1";
4230 } elsif ( $method eq 'ECHECK' ) {
4233 $payinfo = $cust_pay->payinfo;
4235 $payinfo = $self->payinfo;
4237 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
4238 $content{bank_name} = $self->payname;
4239 $content{account_type} = 'CHECKING';
4240 $content{account_name} = $payname;
4241 $content{customer_org} = $self->company ? 'B' : 'I';
4242 $content{customer_ssn} = $self->ss;
4243 } elsif ( $method eq 'LEC' ) {
4244 $content{phone} = $payinfo = $self->payinfo;
4248 my $refund = new Business::OnlinePayment( $processor, @bop_options );
4249 my %sub_content = $refund->content(
4250 'action' => 'credit',
4251 'customer_id' => $self->custnum,
4252 'last_name' => $paylast,
4253 'first_name' => $payfirst,
4255 'address' => $address,
4256 'city' => $self->city,
4257 'state' => $self->state,
4258 'zip' => $self->zip,
4259 'country' => $self->country,
4261 'phone' => $self->daytime || $self->night,
4264 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
4268 return "$processor error: ". $refund->error_message
4269 unless $refund->is_success();
4271 my %method2payby = (
4277 my $paybatch = "$processor:". $refund->authorization;
4278 $paybatch .= ':'. $refund->order_number
4279 if $refund->can('order_number') && $refund->order_number;
4281 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
4282 my @cust_bill_pay = $cust_pay->cust_bill_pay;
4283 last unless @cust_bill_pay;
4284 my $cust_bill_pay = pop @cust_bill_pay;
4285 my $error = $cust_bill_pay->delete;
4289 my $cust_refund = new FS::cust_refund ( {
4290 'custnum' => $self->custnum,
4291 'paynum' => $options{'paynum'},
4292 'refund' => $amount,
4294 'payby' => $method2payby{$method},
4295 'payinfo' => $payinfo,
4296 'paybatch' => $paybatch,
4297 'reason' => $options{'reason'} || 'card or ACH refund',
4299 my $error = $cust_refund->insert;
4301 $cust_refund->paynum(''); #try again with no specific paynum
4302 my $error2 = $cust_refund->insert;
4304 # gah, even with transactions.
4305 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
4306 "error inserting refund ($processor): $error2".
4307 " (previously tried insert with paynum #$options{'paynum'}" .
4318 # does the configuration indicate the new bop routines are required?
4320 sub _new_bop_required {
4323 my $botpp = 'Business::OnlineThirdPartyPayment';
4326 if ( $conf->config('business-onlinepayment-namespace') eq $botpp ||
4327 scalar( grep { $_->gateway_namespace eq $botpp }
4328 qsearch( 'payment_gateway', { 'disabled' => '' } )
4337 =item realtime_collect [ OPTION => VALUE ... ]
4339 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4340 via a Business::OnlinePayment or Business::OnlineThirdPartyPayment realtime
4341 gateway. See L<http://420.am/business-onlinepayment> and
4342 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
4344 On failure returns an error message.
4346 Returns false or a hashref upon success. The hashref contains keys popup_url reference, and collectitems. The first is a URL to which a browser should be redirected for completion of collection. The second is a reference id for the transaction suitable for the end user. The collectitems is a reference to a list of name value pairs suitable for assigning to a html form and posted to popup_url.
4348 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4350 I<method> is one of: I<CC>, I<ECHECK> and I<LEC>. If none is specified
4351 then it is deduced from the customer record.
4353 If no I<amount> is specified, then the customer balance is used.
4355 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4356 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4357 if set, will override the value from the customer record.
4359 I<description> is a free-text field passed to the gateway. It defaults to
4360 "Internet services".
4362 If an I<invnum> is specified, this payment (if successful) is applied to the
4363 specified invoice. If you don't specify an I<invnum> you might want to
4364 call the B<apply_payments> method.
4366 I<quiet> can be set true to surpress email decline notices.
4368 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4369 resulting paynum, if any.
4371 I<payunique> is a unique identifier for this payment.
4373 I<session_id> is a session identifier associated with this payment.
4375 I<depend_jobnum> allows payment capture to unlock export jobs
4379 sub realtime_collect {
4380 my( $self, %options ) = @_;
4383 warn "$me realtime_collect:\n";
4384 warn " $_ => $options{$_}\n" foreach keys %options;
4387 $options{amount} = $self->balance unless exists( $options{amount} );
4388 $options{method} = FS::payby->payby2bop($self->payby)
4389 unless exists( $options{method} );
4391 return $self->realtime_bop({%options});
4395 =item _realtime_bop { [ ARG => VALUE ... ] }
4397 Runs a realtime credit card, ACH (electronic check) or phone bill transaction
4398 via a Business::OnlinePayment realtime gateway. See
4399 L<http://420.am/business-onlinepayment> for supported gateways.
4401 Required arguments in the hashref are I<method>, and I<amount>
4403 Available methods are: I<CC>, I<ECHECK> and I<LEC>
4405 Available optional arguments are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
4407 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
4408 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
4409 if set, will override the value from the customer record.
4411 I<description> is a free-text field passed to the gateway. It defaults to
4412 "Internet services".
4414 If an I<invnum> is specified, this payment (if successful) is applied to the
4415 specified invoice. If you don't specify an I<invnum> you might want to
4416 call the B<apply_payments> method.
4418 I<quiet> can be set true to surpress email decline notices.
4420 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
4421 resulting paynum, if any.
4423 I<payunique> is a unique identifier for this payment.
4425 I<session_id> is a session identifier associated with this payment.
4427 I<depend_jobnum> allows payment capture to unlock export jobs
4429 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
4433 # some helper routines
4434 sub _payment_gateway {
4435 my ($self, $options) = @_;
4437 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
4438 unless exists($options->{payment_gateway});
4440 $options->{payment_gateway};
4444 my ($self, $options) = @_;
4447 'login' => $options->{payment_gateway}->gateway_username,
4448 'password' => $options->{payment_gateway}->gateway_password,
4453 my ($self, $options) = @_;
4455 $options->{payment_gateway}->gatewaynum
4456 ? $options->{payment_gateway}->options
4457 : @{ $options->{payment_gateway}->get('options') };
4461 my ($self, $options) = @_;
4463 $options->{description} ||= 'Internet services';
4464 $options->{payinfo} = $self->payinfo unless exists( $options->{payinfo} );
4465 $options->{invnum} ||= '';
4466 $options->{payname} = $self->payname unless exists( $options->{payname} );
4470 my ($self, $options) = @_;
4473 $content{address} = exists($options->{'address1'})
4474 ? $options->{'address1'}
4476 my $address2 = exists($options->{'address2'})
4477 ? $options->{'address2'}
4479 $content{address} .= ", ". $address2 if length($address2);
4481 my $payip = exists($options->{'payip'}) ? $options->{'payip'} : $self->payip;
4482 $content{customer_ip} = $payip if length($payip);
4484 $content{invoice_number} = $options->{'invnum'}
4485 if exists($options->{'invnum'}) && length($options->{'invnum'});
4487 $content{email_customer} =
4488 ( $conf->exists('business-onlinepayment-email_customer')
4489 || $conf->exists('business-onlinepayment-email-override') );
4491 $content{payfirst} = $self->getfield('first');
4492 $content{paylast} = $self->getfield('last');
4494 $content{account_name} = "$content{payfirst} $content{paylast}"
4495 if $options->{method} eq 'ECHECK';
4497 $content{name} = $options->{payname};
4498 $content{name} = $content{account_name} if exists($content{account_name});
4500 $content{city} = exists($options->{city})
4503 $content{state} = exists($options->{state})
4506 $content{zip} = exists($options->{zip})
4509 $content{country} = exists($options->{country})
4510 ? $options->{country}
4512 $content{referer} = 'http://cleanwhisker.420.am/'; #XXX fix referer :/
4513 $content{phone} = $self->daytime || $self->night;
4518 my %bop_method2payby = (
4524 sub _new_realtime_bop {
4528 if (ref($_[0]) eq 'HASH') {
4529 %options = %{$_[0]};
4531 my ( $method, $amount ) = ( shift, shift );
4533 $options{method} = $method;
4534 $options{amount} = $amount;
4538 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
4539 warn " $_ => $options{$_}\n" foreach keys %options;
4542 return $self->fake_bop(%options) if $options{'fake'};
4544 $self->_bop_defaults(\%options);
4550 my $payment_gateway = $self->_payment_gateway( \%options );
4551 my $namespace = $payment_gateway->gateway_namespace;
4553 eval "use $namespace";
4557 # check for banned credit card/ACH
4560 my $ban = qsearchs('banned_pay', {
4561 'payby' => $bop_method2payby{$options{method}},
4562 'payinfo' => md5_base64($options{payinfo}),
4564 return "Banned credit card" if $ban;
4570 my (%bop_content) = $self->_bop_content(\%options);
4572 if ( $options{method} ne 'ECHECK' ) {
4573 $options{payname} =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
4574 or return "Illegal payname $options{payname}";
4575 ($bop_content{payfirst}, $bop_content{paylast}) = ($1, $2);
4578 my @invoicing_list = $self->invoicing_list_emailonly;
4579 if ( $conf->exists('emailinvoiceautoalways')
4580 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
4581 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
4582 push @invoicing_list, $self->all_emails;
4585 my $email = ($conf->exists('business-onlinepayment-email-override'))
4586 ? $conf->config('business-onlinepayment-email-override')
4587 : $invoicing_list[0];
4591 if ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'CC' ) {
4593 $content{card_number} = $options{payinfo};
4594 $paydate = exists($options{'paydate'})
4595 ? $options{'paydate'}
4597 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
4598 $content{expiration} = "$2/$1";
4600 my $paycvv = exists($options{'paycvv'})
4601 ? $options{'paycvv'}
4603 $content{cvv2} = $paycvv
4606 my $paystart_month = exists($options{'paystart_month'})
4607 ? $options{'paystart_month'}
4608 : $self->paystart_month;
4610 my $paystart_year = exists($options{'paystart_year'})
4611 ? $options{'paystart_year'}
4612 : $self->paystart_year;
4614 $content{card_start} = "$paystart_month/$paystart_year"
4615 if $paystart_month && $paystart_year;
4617 my $payissue = exists($options{'payissue'})
4618 ? $options{'payissue'}
4620 $content{issue_number} = $payissue if $payissue;
4622 $content{recurring_billing} = 'YES'
4623 if qsearch('cust_pay', { 'custnum' => $self->custnum,
4625 'payinfo' => $options{payinfo},
4627 || qsearch('cust_pay', { 'custnum' => $self->custnum,
4629 'paymask' => $self->mask_payinfo('CARD', $options{payinfo}),
4633 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'ECHECK' ){
4634 ( $content{account_number}, $content{routing_code} ) =
4635 split('@', $options{payinfo});
4636 $content{bank_name} = $options{payname};
4637 $content{bank_state} = exists($options{'paystate'})
4638 ? $options{'paystate'}
4639 : $self->getfield('paystate');
4640 $content{account_type} = exists($options{'paytype'})
4641 ? uc($options{'paytype'}) || 'CHECKING'
4642 : uc($self->getfield('paytype')) || 'CHECKING';
4643 $content{customer_org} = $self->company ? 'B' : 'I';
4644 $content{state_id} = exists($options{'stateid'})
4645 ? $options{'stateid'}
4646 : $self->getfield('stateid');
4647 $content{state_id_state} = exists($options{'stateid_state'})
4648 ? $options{'stateid_state'}
4649 : $self->getfield('stateid_state');
4650 $content{customer_ssn} = exists($options{'ss'})
4653 } elsif ( $namespace eq 'Business::OnlinePayment' && $options{method} eq 'LEC' ) {
4654 $content{phone} = $options{payinfo};
4655 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4662 # run transaction(s)
4665 my $balance = exists( $options{'balance'} )
4666 ? $options{'balance'}
4669 $self->select_for_update; #mutex ... just until we get our pending record in
4671 #the checks here are intended to catch concurrent payments
4672 #double-form-submission prevention is taken care of in cust_pay_pending::check
4675 return "The customer's balance has changed; $options{method} transaction aborted."
4676 if $self->balance < $balance;
4677 #&& $self->balance < $options{amount}; #might as well anyway?
4679 #also check and make sure there aren't *other* pending payments for this cust
4681 my @pending = qsearch('cust_pay_pending', {
4682 'custnum' => $self->custnum,
4683 'status' => { op=>'!=', value=>'done' }
4685 return "A payment is already being processed for this customer (".
4686 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
4687 "); $options{method} transaction aborted."
4688 if scalar(@pending);
4690 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
4692 my $cust_pay_pending = new FS::cust_pay_pending {
4693 'custnum' => $self->custnum,
4694 #'invnum' => $options{'invnum'},
4695 'paid' => $options{amount},
4697 'payby' => $bop_method2payby{$options{method}},
4698 'payinfo' => $options{payinfo},
4699 'paydate' => $paydate,
4701 'gatewaynum' => $payment_gateway->gatewaynum || '',
4702 'session_id' => $options{session_id} || '',
4703 'jobnum' => $options{depend_jobnum} || '',
4705 $cust_pay_pending->payunique( $options{payunique} )
4706 if defined($options{payunique}) && length($options{payunique});
4707 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
4708 return $cpp_new_err if $cpp_new_err;
4710 my( $action1, $action2 ) =
4711 split( /\s*\,\s*/, $payment_gateway->gateway_action );
4713 my $transaction = new $namespace( $payment_gateway->gateway_module,
4714 $self->_bop_options(\%options),
4717 $transaction->content(
4718 'type' => $options{method},
4719 $self->_bop_auth(\%options),
4720 'action' => $action1,
4721 'description' => $options{'description'},
4722 'amount' => $options{amount},
4723 #'invoice_number' => $options{'invnum'},
4724 'customer_id' => $self->custnum,
4726 'reference' => $cust_pay_pending->paypendingnum, #for now
4731 $cust_pay_pending->status('pending');
4732 my $cpp_pending_err = $cust_pay_pending->replace;
4733 return $cpp_pending_err if $cpp_pending_err;
4736 my $BOP_TESTING = 0;
4737 my $BOP_TESTING_SUCCESS = 1;
4739 unless ( $BOP_TESTING ) {
4740 $transaction->submit();
4742 if ( $BOP_TESTING_SUCCESS ) {
4743 $transaction->is_success(1);
4744 $transaction->authorization('fake auth');
4746 $transaction->is_success(0);
4747 $transaction->error_message('fake failure');
4751 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
4753 return { reference => $cust_pay_pending->paypendingnum,
4754 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
4756 } elsif ( $transaction->is_success() && $action2 ) {
4758 $cust_pay_pending->status('authorized');
4759 my $cpp_authorized_err = $cust_pay_pending->replace;
4760 return $cpp_authorized_err if $cpp_authorized_err;
4762 my $auth = $transaction->authorization;
4763 my $ordernum = $transaction->can('order_number')
4764 ? $transaction->order_number
4768 new Business::OnlinePayment( $payment_gateway->gateway_module,
4769 $self->_bop_options(\%options),
4774 type => $options{method},
4776 $self->_bop_auth(\%options),
4777 order_number => $ordernum,
4778 amount => $options{amount},
4779 authorization => $auth,
4780 description => $options{'description'},
4783 foreach my $field (qw( authorization_source_code returned_ACI
4784 transaction_identifier validation_code
4785 transaction_sequence_num local_transaction_date
4786 local_transaction_time AVS_result_code )) {
4787 $capture{$field} = $transaction->$field() if $transaction->can($field);
4790 $capture->content( %capture );
4794 unless ( $capture->is_success ) {
4795 my $e = "Authorization successful but capture failed, custnum #".
4796 $self->custnum. ': '. $capture->result_code.
4797 ": ". $capture->error_message;
4805 # remove paycvv after initial transaction
4808 #false laziness w/misc/process/payment.cgi - check both to make sure working
4810 if ( defined $self->dbdef_table->column('paycvv')
4811 && length($self->paycvv)
4812 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
4814 my $error = $self->remove_cvv;
4816 warn "WARNING: error removing cvv: $error\n";
4824 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
4836 if (ref($_[0]) eq 'HASH') {
4837 %options = %{$_[0]};
4839 my ( $method, $amount ) = ( shift, shift );
4841 $options{method} = $method;
4842 $options{amount} = $amount;
4845 if ( $options{'fake_failure'} ) {
4846 return "Error: No error; test failure requested with fake_failure";
4850 #if ( $payment_gateway->gatewaynum ) { # agent override
4851 # $paybatch = $payment_gateway->gatewaynum. '-';
4854 #$paybatch .= "$processor:". $transaction->authorization;
4856 #$paybatch .= ':'. $transaction->order_number
4857 # if $transaction->can('order_number')
4858 # && length($transaction->order_number);
4860 my $paybatch = 'FakeProcessor:54:32';
4862 my $cust_pay = new FS::cust_pay ( {
4863 'custnum' => $self->custnum,
4864 'invnum' => $options{'invnum'},
4865 'paid' => $options{amount},
4867 'payby' => $bop_method2payby{$options{method}},
4868 #'payinfo' => $payinfo,
4869 'payinfo' => '4111111111111111',
4870 'paybatch' => $paybatch,
4871 #'paydate' => $paydate,
4872 'paydate' => '2012-05-01',
4874 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
4876 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4879 $cust_pay->invnum(''); #try again with no specific invnum
4880 my $error2 = $cust_pay->insert( $options{'manual'} ?
4881 ( 'manual' => 1 ) : ()
4884 # gah, even with transactions.
4885 my $e = 'WARNING: Card/ACH debited but database not updated - '.
4886 "error inserting (fake!) payment: $error2".
4887 " (previously tried insert with invnum #$options{'invnum'}" .
4894 if ( $options{'paynum_ref'} ) {
4895 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
4898 return ''; #no error
4903 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
4905 # Wraps up processing of a realtime credit card, ACH (electronic check) or
4906 # phone bill transaction.
4908 sub _realtime_bop_result {
4909 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
4911 warn "$me _realtime_bop_result: pending transaction ".
4912 $cust_pay_pending->paypendingnum. "\n";
4913 warn " $_ => $options{$_}\n" foreach keys %options;
4916 my $payment_gateway = $options{payment_gateway}
4917 or return "no payment gateway in arguments to _realtime_bop_result";
4919 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
4920 my $cpp_captured_err = $cust_pay_pending->replace;
4921 return $cpp_captured_err if $cpp_captured_err;
4923 if ( $transaction->is_success() ) {
4926 if ( $payment_gateway->gatewaynum ) { # agent override
4927 $paybatch = $payment_gateway->gatewaynum. '-';
4930 $paybatch .= $payment_gateway->gateway_module. ":".
4931 $transaction->authorization;
4933 $paybatch .= ':'. $transaction->order_number
4934 if $transaction->can('order_number')
4935 && length($transaction->order_number);
4937 my $cust_pay = new FS::cust_pay ( {
4938 'custnum' => $self->custnum,
4939 'invnum' => $options{'invnum'},
4940 'paid' => $cust_pay_pending->paid,
4942 'payby' => $cust_pay_pending->payby,
4943 #'payinfo' => $payinfo,
4944 'paybatch' => $paybatch,
4945 'paydate' => $cust_pay_pending->paydate,
4947 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
4948 $cust_pay->payunique( $options{payunique} )
4949 if defined($options{payunique}) && length($options{payunique});
4951 my $oldAutoCommit = $FS::UID::AutoCommit;
4952 local $FS::UID::AutoCommit = 0;
4955 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
4957 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
4960 $cust_pay->invnum(''); #try again with no specific invnum
4961 my $error2 = $cust_pay->insert( $options{'manual'} ?
4962 ( 'manual' => 1 ) : ()
4965 # gah. but at least we have a record of the state we had to abort in
4966 # from cust_pay_pending now.
4967 my $e = "WARNING: $options{method} captured but payment not recorded -".
4968 " error inserting payment (". $payment_gateway->gateway_module.
4970 " (previously tried insert with invnum #$options{'invnum'}" .
4971 ": $error ) - pending payment saved as paypendingnum ".
4972 $cust_pay_pending->paypendingnum. "\n";
4978 my $jobnum = $cust_pay_pending->jobnum;
4980 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
4982 unless ( $placeholder ) {
4983 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4984 my $e = "WARNING: $options{method} captured but job $jobnum not ".
4985 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
4990 $error = $placeholder->delete;
4993 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
4994 my $e = "WARNING: $options{method} captured but could not delete ".
4995 "job $jobnum for paypendingnum ".
4996 $cust_pay_pending->paypendingnum. ": $error\n";
5003 if ( $options{'paynum_ref'} ) {
5004 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
5007 $cust_pay_pending->status('done');
5008 $cust_pay_pending->statustext('captured');
5009 $cust_pay_pending->paynum($cust_pay->paynum);
5010 my $cpp_done_err = $cust_pay_pending->replace;
5012 if ( $cpp_done_err ) {
5014 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5015 my $e = "WARNING: $options{method} captured but payment not recorded - ".
5016 "error updating status for paypendingnum ".
5017 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5023 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5024 return ''; #no error
5030 my $perror = $payment_gateway->gateway_module. " error: ".
5031 $transaction->error_message;
5033 my $jobnum = $cust_pay_pending->jobnum;
5035 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
5037 if ( $placeholder ) {
5038 my $error = $placeholder->depended_delete;
5039 $error ||= $placeholder->delete;
5040 warn "error removing provisioning jobs after declined paypendingnum ".
5041 $cust_pay_pending->paypendingnum. "\n";
5043 my $e = "error finding job $jobnum for declined paypendingnum ".
5044 $cust_pay_pending->paypendingnum. "\n";
5050 unless ( $transaction->error_message ) {
5053 if ( $transaction->can('response_page') ) {
5055 'page' => ( $transaction->can('response_page')
5056 ? $transaction->response_page
5059 'code' => ( $transaction->can('response_code')
5060 ? $transaction->response_code
5063 'headers' => ( $transaction->can('response_headers')
5064 ? $transaction->response_headers
5070 "No additional debugging information available for ".
5071 $payment_gateway->gateway_module;
5074 $perror .= "No error_message returned from ".
5075 $payment_gateway->gateway_module. " -- ".
5076 ( ref($t_response) ? Dumper($t_response) : $t_response );
5080 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
5081 && $conf->exists('emaildecline')
5082 && grep { $_ ne 'POST' } $self->invoicing_list
5083 && ! grep { $transaction->error_message =~ /$_/ }
5084 $conf->config('emaildecline-exclude')
5086 my @templ = $conf->config('declinetemplate');
5087 my $template = new Text::Template (
5089 SOURCE => [ map "$_\n", @templ ],
5090 ) or return "($perror) can't create template: $Text::Template::ERROR";
5091 $template->compile()
5092 or return "($perror) can't compile template: $Text::Template::ERROR";
5094 my $templ_hash = { error => $transaction->error_message };
5096 my $error = send_email(
5097 'from' => $conf->config('invoice_from', $self->agentnum ),
5098 'to' => [ grep { $_ ne 'POST' } $self->invoicing_list ],
5099 'subject' => 'Your payment could not be processed',
5100 'body' => [ $template->fill_in(HASH => $templ_hash) ],
5103 $perror .= " (also received error sending decline notification: $error)"
5108 $cust_pay_pending->status('done');
5109 $cust_pay_pending->statustext("declined: $perror");
5110 my $cpp_done_err = $cust_pay_pending->replace;
5111 if ( $cpp_done_err ) {
5112 my $e = "WARNING: $options{method} declined but pending payment not ".
5113 "resolved - error updating status for paypendingnum ".
5114 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
5116 $perror = "$e ($perror)";
5124 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
5126 Verifies successful third party processing of a realtime credit card,
5127 ACH (electronic check) or phone bill transaction via a
5128 Business::OnlineThirdPartyPayment realtime gateway. See
5129 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
5131 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
5133 The additional options I<payname>, I<city>, I<state>,
5134 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5135 if set, will override the value from the customer record.
5137 I<description> is a free-text field passed to the gateway. It defaults to
5138 "Internet services".
5140 If an I<invnum> is specified, this payment (if successful) is applied to the
5141 specified invoice. If you don't specify an I<invnum> you might want to
5142 call the B<apply_payments> method.
5144 I<quiet> can be set true to surpress email decline notices.
5146 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
5147 resulting paynum, if any.
5149 I<payunique> is a unique identifier for this payment.
5151 Returns a hashref containing elements bill_error (which will be undefined
5152 upon success) and session_id of any associated session.
5156 sub realtime_botpp_capture {
5157 my( $self, $cust_pay_pending, %options ) = @_;
5159 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
5160 warn " $_ => $options{$_}\n" foreach keys %options;
5163 eval "use Business::OnlineThirdPartyPayment";
5167 # select the gateway
5170 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
5172 my $payment_gateway = $cust_pay_pending->gatewaynum
5173 ? qsearchs( 'payment_gateway',
5174 { gatewaynum => $cust_pay_pending->gatewaynum }
5176 : $self->agent->payment_gateway( 'method' => $method,
5177 # 'invnum' => $cust_pay_pending->invnum,
5178 # 'payinfo' => $cust_pay_pending->payinfo,
5181 $options{payment_gateway} = $payment_gateway; # for the helper subs
5187 my @invoicing_list = $self->invoicing_list_emailonly;
5188 if ( $conf->exists('emailinvoiceautoalways')
5189 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5190 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5191 push @invoicing_list, $self->all_emails;
5194 my $email = ($conf->exists('business-onlinepayment-email-override'))
5195 ? $conf->config('business-onlinepayment-email-override')
5196 : $invoicing_list[0];
5200 $content{email_customer} =
5201 ( $conf->exists('business-onlinepayment-email_customer')
5202 || $conf->exists('business-onlinepayment-email-override') );
5205 # run transaction(s)
5209 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
5210 $self->_bop_options(\%options),
5213 $transaction->reference({ %options });
5215 $transaction->content(
5217 $self->_bop_auth(\%options),
5218 'action' => 'Post Authorization',
5219 'description' => $options{'description'},
5220 'amount' => $cust_pay_pending->paid,
5221 #'invoice_number' => $options{'invnum'},
5222 'customer_id' => $self->custnum,
5223 'referer' => 'http://cleanwhisker.420.am/',
5224 'reference' => $cust_pay_pending->paypendingnum,
5226 'phone' => $self->daytime || $self->night,
5228 # plus whatever is required for bogus capture avoidance
5231 $transaction->submit();
5234 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
5237 bill_error => $error,
5238 session_id => $cust_pay_pending->session_id,
5243 =item default_payment_gateway DEPRECATED -- use agent->payment_gateway
5247 sub default_payment_gateway {
5248 my( $self, $method ) = @_;
5250 die "Real-time processing not enabled\n"
5251 unless $conf->exists('business-onlinepayment');
5253 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
5256 my $bop_config = 'business-onlinepayment';
5257 $bop_config .= '-ach'
5258 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
5259 my ( $processor, $login, $password, $action, @bop_options ) =
5260 $conf->config($bop_config);
5261 $action ||= 'normal authorization';
5262 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
5263 die "No real-time processor is enabled - ".
5264 "did you set the business-onlinepayment configuration value?\n"
5267 ( $processor, $login, $password, $action, @bop_options )
5272 Removes the I<paycvv> field from the database directly.
5274 If there is an error, returns the error, otherwise returns false.
5280 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
5281 or return dbh->errstr;
5282 $sth->execute($self->custnum)
5283 or return $sth->errstr;
5288 =item _new_realtime_refund_bop METHOD [ OPTION => VALUE ... ]
5290 Refunds a realtime credit card, ACH (electronic check) or phone bill transaction
5291 via a Business::OnlinePayment realtime gateway. See
5292 L<http://420.am/business-onlinepayment> for supported gateways.
5294 Available methods are: I<CC>, I<ECHECK> and I<LEC>
5296 Available options are: I<amount>, I<reason>, I<paynum>, I<paydate>
5298 Most gateways require a reference to an original payment transaction to refund,
5299 so you probably need to specify a I<paynum>.
5301 I<amount> defaults to the original amount of the payment if not specified.
5303 I<reason> specifies a reason for the refund.
5305 I<paydate> specifies the expiration date for a credit card overriding the
5306 value from the customer record or the payment record. Specified as yyyy-mm-dd
5308 Implementation note: If I<amount> is unspecified or equal to the amount of the
5309 orignal payment, first an attempt is made to "void" the transaction via
5310 the gateway (to cancel a not-yet settled transaction) and then if that fails,
5311 the normal attempt is made to "refund" ("credit") the transaction via the
5312 gateway is attempted.
5314 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
5315 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
5316 #if set, will override the value from the customer record.
5318 #If an I<invnum> is specified, this payment (if successful) is applied to the
5319 #specified invoice. If you don't specify an I<invnum> you might want to
5320 #call the B<apply_payments> method.
5324 #some false laziness w/realtime_bop, not enough to make it worth merging
5325 #but some useful small subs should be pulled out
5326 sub _new_realtime_refund_bop {
5330 if (ref($_[0]) ne 'HASH') {
5331 %options = %{$_[0]};
5335 $options{method} = $method;
5339 warn "$me realtime_refund_bop (new): $options{method} refund\n";
5340 warn " $_ => $options{$_}\n" foreach keys %options;
5344 # look up the original payment and optionally a gateway for that payment
5348 my $amount = $options{'amount'};
5350 my( $processor, $login, $password, @bop_options, $namespace ) ;
5351 my( $auth, $order_number ) = ( '', '', '' );
5353 if ( $options{'paynum'} ) {
5355 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
5356 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
5357 or return "Unknown paynum $options{'paynum'}";
5358 $amount ||= $cust_pay->paid;
5360 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
5361 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
5362 $cust_pay->paybatch;
5363 my $gatewaynum = '';
5364 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
5366 if ( $gatewaynum ) { #gateway for the payment to be refunded
5368 my $payment_gateway =
5369 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
5370 die "payment gateway $gatewaynum not found"
5371 unless $payment_gateway;
5373 $processor = $payment_gateway->gateway_module;
5374 $login = $payment_gateway->gateway_username;
5375 $password = $payment_gateway->gateway_password;
5376 $namespace = $payment_gateway->gateway_namespace;
5377 @bop_options = $payment_gateway->options;
5379 } else { #try the default gateway
5382 my $payment_gateway =
5383 $self->agent->payment_gateway('method' => $options{method});
5385 ( $conf_processor, $login, $password, $namespace ) =
5386 map { my $method = "gateway_$_"; $payment_gateway->$method }
5387 qw( module username password namespace );
5389 @bop_options = $payment_gateway->gatewaynum
5390 ? $payment_gateway->options
5391 : @{ $payment_gateway->get('options') };
5393 return "processor of payment $options{'paynum'} $processor does not".
5394 " match default processor $conf_processor"
5395 unless $processor eq $conf_processor;
5400 } else { # didn't specify a paynum, so look for agent gateway overrides
5401 # like a normal transaction
5403 my $payment_gateway =
5404 $self->agent->payment_gateway( 'method' => $options{method},
5405 #'payinfo' => $payinfo,
5407 my( $processor, $login, $password, $namespace ) =
5408 map { my $method = "gateway_$_"; $payment_gateway->$method }
5409 qw( module username password namespace );
5411 my @bop_options = $payment_gateway->gatewaynum
5412 ? $payment_gateway->options
5413 : @{ $payment_gateway->get('options') };
5416 return "neither amount nor paynum specified" unless $amount;
5418 eval "use $namespace";
5422 'type' => $options{method},
5424 'password' => $password,
5425 'order_number' => $order_number,
5426 'amount' => $amount,
5427 'referer' => 'http://cleanwhisker.420.am/', #XXX fix referer :/
5429 $content{authorization} = $auth
5430 if length($auth); #echeck/ACH transactions have an order # but no auth
5431 #(at least with authorize.net)
5433 my $disable_void_after;
5434 if ($conf->exists('disable_void_after')
5435 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
5436 $disable_void_after = $1;
5439 #first try void if applicable
5440 if ( $cust_pay && $cust_pay->paid == $amount
5442 ( not defined($disable_void_after) )
5443 || ( time < ($cust_pay->_date + $disable_void_after ) )
5446 warn " attempting void\n" if $DEBUG > 1;
5447 my $void = new Business::OnlinePayment( $processor, @bop_options );
5448 $void->content( 'action' => 'void', %content );
5450 if ( $void->is_success ) {
5451 my $error = $cust_pay->void($options{'reason'});
5453 # gah, even with transactions.
5454 my $e = 'WARNING: Card/ACH voided but database not updated - '.
5455 "error voiding payment: $error";
5459 warn " void successful\n" if $DEBUG > 1;
5464 warn " void unsuccessful, trying refund\n"
5468 my $address = $self->address1;
5469 $address .= ", ". $self->address2 if $self->address2;
5471 my($payname, $payfirst, $paylast);
5472 if ( $self->payname && $options{method} ne 'ECHECK' ) {
5473 $payname = $self->payname;
5474 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
5475 or return "Illegal payname $payname";
5476 ($payfirst, $paylast) = ($1, $2);
5478 $payfirst = $self->getfield('first');
5479 $paylast = $self->getfield('last');
5480 $payname = "$payfirst $paylast";
5483 my @invoicing_list = $self->invoicing_list_emailonly;
5484 if ( $conf->exists('emailinvoiceautoalways')
5485 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
5486 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
5487 push @invoicing_list, $self->all_emails;
5490 my $email = ($conf->exists('business-onlinepayment-email-override'))
5491 ? $conf->config('business-onlinepayment-email-override')
5492 : $invoicing_list[0];
5494 my $payip = exists($options{'payip'})
5497 $content{customer_ip} = $payip
5501 if ( $options{method} eq 'CC' ) {
5504 $content{card_number} = $payinfo = $cust_pay->payinfo;
5505 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
5506 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
5507 ($content{expiration} = "$2/$1"); # where available
5509 $content{card_number} = $payinfo = $self->payinfo;
5510 (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
5511 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
5512 $content{expiration} = "$2/$1";
5515 } elsif ( $options{method} eq 'ECHECK' ) {
5518 $payinfo = $cust_pay->payinfo;
5520 $payinfo = $self->payinfo;
5522 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
5523 $content{bank_name} = $self->payname;
5524 $content{account_type} = 'CHECKING';
5525 $content{account_name} = $payname;
5526 $content{customer_org} = $self->company ? 'B' : 'I';
5527 $content{customer_ssn} = $self->ss;
5528 } elsif ( $options{method} eq 'LEC' ) {
5529 $content{phone} = $payinfo = $self->payinfo;
5533 my $refund = new Business::OnlinePayment( $processor, @bop_options );
5534 my %sub_content = $refund->content(
5535 'action' => 'credit',
5536 'customer_id' => $self->custnum,
5537 'last_name' => $paylast,
5538 'first_name' => $payfirst,
5540 'address' => $address,
5541 'city' => $self->city,
5542 'state' => $self->state,
5543 'zip' => $self->zip,
5544 'country' => $self->country,
5546 'phone' => $self->daytime || $self->night,
5549 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
5553 return "$processor error: ". $refund->error_message
5554 unless $refund->is_success();
5556 my $paybatch = "$processor:". $refund->authorization;
5557 $paybatch .= ':'. $refund->order_number
5558 if $refund->can('order_number') && $refund->order_number;
5560 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
5561 my @cust_bill_pay = $cust_pay->cust_bill_pay;
5562 last unless @cust_bill_pay;
5563 my $cust_bill_pay = pop @cust_bill_pay;
5564 my $error = $cust_bill_pay->delete;
5568 my $cust_refund = new FS::cust_refund ( {
5569 'custnum' => $self->custnum,
5570 'paynum' => $options{'paynum'},
5571 'refund' => $amount,
5573 'payby' => $bop_method2payby{$options{method}},
5574 'payinfo' => $payinfo,
5575 'paybatch' => $paybatch,
5576 'reason' => $options{'reason'} || 'card or ACH refund',
5578 my $error = $cust_refund->insert;
5580 $cust_refund->paynum(''); #try again with no specific paynum
5581 my $error2 = $cust_refund->insert;
5583 # gah, even with transactions.
5584 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
5585 "error inserting refund ($processor): $error2".
5586 " (previously tried insert with paynum #$options{'paynum'}" .
5597 =item batch_card OPTION => VALUE...
5599 Adds a payment for this invoice to the pending credit card batch (see
5600 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
5601 runs the payment using a realtime gateway.
5606 my ($self, %options) = @_;
5609 if (exists($options{amount})) {
5610 $amount = $options{amount};
5612 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
5614 return '' unless $amount > 0;
5616 my $invnum = delete $options{invnum};
5617 my $payby = $options{invnum} || $self->payby; #dubious
5619 if ($options{'realtime'}) {
5620 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
5626 my $oldAutoCommit = $FS::UID::AutoCommit;
5627 local $FS::UID::AutoCommit = 0;
5630 #this needs to handle mysql as well as Pg, like svc_acct.pm
5631 #(make it into a common function if folks need to do batching with mysql)
5632 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
5633 or return "Cannot lock pay_batch: " . $dbh->errstr;
5637 'payby' => FS::payby->payby2payment($payby),
5640 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
5642 unless ( $pay_batch ) {
5643 $pay_batch = new FS::pay_batch \%pay_batch;
5644 my $error = $pay_batch->insert;
5646 $dbh->rollback if $oldAutoCommit;
5647 die "error creating new batch: $error\n";
5651 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
5652 'batchnum' => $pay_batch->batchnum,
5653 'custnum' => $self->custnum,
5656 foreach (qw( address1 address2 city state zip country payby payinfo paydate
5658 $options{$_} = '' unless exists($options{$_});
5661 my $cust_pay_batch = new FS::cust_pay_batch ( {
5662 'batchnum' => $pay_batch->batchnum,
5663 'invnum' => $invnum || 0, # is there a better value?
5664 # this field should be
5666 # cust_bill_pay_batch now
5667 'custnum' => $self->custnum,
5668 'last' => $self->getfield('last'),
5669 'first' => $self->getfield('first'),
5670 'address1' => $options{address1} || $self->address1,
5671 'address2' => $options{address2} || $self->address2,
5672 'city' => $options{city} || $self->city,
5673 'state' => $options{state} || $self->state,
5674 'zip' => $options{zip} || $self->zip,
5675 'country' => $options{country} || $self->country,
5676 'payby' => $options{payby} || $self->payby,
5677 'payinfo' => $options{payinfo} || $self->payinfo,
5678 'exp' => $options{paydate} || $self->paydate,
5679 'payname' => $options{payname} || $self->payname,
5680 'amount' => $amount, # consolidating
5683 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
5684 if $old_cust_pay_batch;
5687 if ($old_cust_pay_batch) {
5688 $error = $cust_pay_batch->replace($old_cust_pay_batch)
5690 $error = $cust_pay_batch->insert;
5694 $dbh->rollback if $oldAutoCommit;
5698 my $unapplied = $self->total_unapplied_credits
5699 + $self->total_unapplied_payments
5700 + $self->in_transit_payments;
5701 foreach my $cust_bill ($self->open_cust_bill) {
5702 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
5703 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
5704 'invnum' => $cust_bill->invnum,
5705 'paybatchnum' => $cust_pay_batch->paybatchnum,
5706 'amount' => $cust_bill->owed,
5709 if ($unapplied >= $cust_bill_pay_batch->amount){
5710 $unapplied -= $cust_bill_pay_batch->amount;
5713 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
5714 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
5716 $error = $cust_bill_pay_batch->insert;
5718 $dbh->rollback if $oldAutoCommit;
5723 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5727 =item apply_payments_and_credits
5729 Applies unapplied payments and credits.
5731 In most cases, this new method should be used in place of sequential
5732 apply_payments and apply_credits methods.
5734 If there is an error, returns the error, otherwise returns false.
5738 sub apply_payments_and_credits {
5741 local $SIG{HUP} = 'IGNORE';
5742 local $SIG{INT} = 'IGNORE';
5743 local $SIG{QUIT} = 'IGNORE';
5744 local $SIG{TERM} = 'IGNORE';
5745 local $SIG{TSTP} = 'IGNORE';
5746 local $SIG{PIPE} = 'IGNORE';
5748 my $oldAutoCommit = $FS::UID::AutoCommit;
5749 local $FS::UID::AutoCommit = 0;
5752 $self->select_for_update; #mutex
5754 foreach my $cust_bill ( $self->open_cust_bill ) {
5755 my $error = $cust_bill->apply_payments_and_credits;
5757 $dbh->rollback if $oldAutoCommit;
5758 return "Error applying: $error";
5762 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5767 =item apply_credits OPTION => VALUE ...
5769 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
5770 to outstanding invoice balances in chronological order (or reverse
5771 chronological order if the I<order> option is set to B<newest>) and returns the
5772 value of any remaining unapplied credits available for refund (see
5773 L<FS::cust_refund>).
5775 Dies if there is an error.
5783 local $SIG{HUP} = 'IGNORE';
5784 local $SIG{INT} = 'IGNORE';
5785 local $SIG{QUIT} = 'IGNORE';
5786 local $SIG{TERM} = 'IGNORE';
5787 local $SIG{TSTP} = 'IGNORE';
5788 local $SIG{PIPE} = 'IGNORE';
5790 my $oldAutoCommit = $FS::UID::AutoCommit;
5791 local $FS::UID::AutoCommit = 0;
5794 $self->select_for_update; #mutex
5796 unless ( $self->total_unapplied_credits ) {
5797 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5801 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
5802 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
5804 my @invoices = $self->open_cust_bill;
5805 @invoices = sort { $b->_date <=> $a->_date } @invoices
5806 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
5809 foreach my $cust_bill ( @invoices ) {
5812 if ( !defined($credit) || $credit->credited == 0) {
5813 $credit = pop @credits or last;
5816 if ($cust_bill->owed >= $credit->credited) {
5817 $amount=$credit->credited;
5819 $amount=$cust_bill->owed;
5822 my $cust_credit_bill = new FS::cust_credit_bill ( {
5823 'crednum' => $credit->crednum,
5824 'invnum' => $cust_bill->invnum,
5825 'amount' => $amount,
5827 my $error = $cust_credit_bill->insert;
5829 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5833 redo if ($cust_bill->owed > 0);
5837 my $total_unapplied_credits = $self->total_unapplied_credits;
5839 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5841 return $total_unapplied_credits;
5844 =item apply_payments
5846 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
5847 to outstanding invoice balances in chronological order.
5849 #and returns the value of any remaining unapplied payments.
5851 Dies if there is an error.
5855 sub apply_payments {
5858 local $SIG{HUP} = 'IGNORE';
5859 local $SIG{INT} = 'IGNORE';
5860 local $SIG{QUIT} = 'IGNORE';
5861 local $SIG{TERM} = 'IGNORE';
5862 local $SIG{TSTP} = 'IGNORE';
5863 local $SIG{PIPE} = 'IGNORE';
5865 my $oldAutoCommit = $FS::UID::AutoCommit;
5866 local $FS::UID::AutoCommit = 0;
5869 $self->select_for_update; #mutex
5873 my @payments = sort { $b->_date <=> $a->_date }
5874 grep { $_->unapplied > 0 }
5877 my @invoices = sort { $a->_date <=> $b->_date}
5878 grep { $_->owed > 0 }
5883 foreach my $cust_bill ( @invoices ) {
5886 if ( !defined($payment) || $payment->unapplied == 0 ) {
5887 $payment = pop @payments or last;
5890 if ( $cust_bill->owed >= $payment->unapplied ) {
5891 $amount = $payment->unapplied;
5893 $amount = $cust_bill->owed;
5896 my $cust_bill_pay = new FS::cust_bill_pay ( {
5897 'paynum' => $payment->paynum,
5898 'invnum' => $cust_bill->invnum,
5899 'amount' => $amount,
5901 my $error = $cust_bill_pay->insert;
5903 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
5907 redo if ( $cust_bill->owed > 0);
5911 my $total_unapplied_payments = $self->total_unapplied_payments;
5913 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5915 return $total_unapplied_payments;
5920 Returns the total owed for this customer on all invoices
5921 (see L<FS::cust_bill/owed>).
5927 $self->total_owed_date(2145859200); #12/31/2037
5930 =item total_owed_date TIME
5932 Returns the total owed for this customer on all invoices with date earlier than
5933 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
5934 see L<Time::Local> and L<Date::Parse> for conversion functions.
5938 sub total_owed_date {
5942 foreach my $cust_bill (
5943 grep { $_->_date <= $time }
5944 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
5946 $total_bill += $cust_bill->owed;
5948 sprintf( "%.2f", $total_bill );
5953 Returns the total amount of all payments.
5960 $total += $_->paid foreach $self->cust_pay;
5961 sprintf( "%.2f", $total );
5964 =item total_unapplied_credits
5966 Returns the total outstanding credit (see L<FS::cust_credit>) for this
5967 customer. See L<FS::cust_credit/credited>.
5969 =item total_credited
5971 Old name for total_unapplied_credits. Don't use.
5975 sub total_credited {
5976 #carp "total_credited deprecated, use total_unapplied_credits";
5977 shift->total_unapplied_credits(@_);
5980 sub total_unapplied_credits {
5982 my $total_credit = 0;
5983 $total_credit += $_->credited foreach $self->cust_credit;
5984 sprintf( "%.2f", $total_credit );
5987 =item total_unapplied_payments
5989 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
5990 See L<FS::cust_pay/unapplied>.
5994 sub total_unapplied_payments {
5996 my $total_unapplied = 0;
5997 $total_unapplied += $_->unapplied foreach $self->cust_pay;
5998 sprintf( "%.2f", $total_unapplied );
6001 =item total_unapplied_refunds
6003 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
6004 customer. See L<FS::cust_refund/unapplied>.
6008 sub total_unapplied_refunds {
6010 my $total_unapplied = 0;
6011 $total_unapplied += $_->unapplied foreach $self->cust_refund;
6012 sprintf( "%.2f", $total_unapplied );
6017 Returns the balance for this customer (total_owed plus total_unrefunded, minus
6018 total_unapplied_credits minus total_unapplied_payments).
6026 + $self->total_unapplied_refunds
6027 - $self->total_unapplied_credits
6028 - $self->total_unapplied_payments
6032 =item balance_date TIME
6034 Returns the balance for this customer, only considering invoices with date
6035 earlier than TIME (total_owed_date minus total_credited minus
6036 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
6037 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
6046 $self->total_owed_date($time)
6047 + $self->total_unapplied_refunds
6048 - $self->total_unapplied_credits
6049 - $self->total_unapplied_payments
6053 =item in_transit_payments
6055 Returns the total of requests for payments for this customer pending in
6056 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
6060 sub in_transit_payments {
6062 my $in_transit_payments = 0;
6063 foreach my $pay_batch ( qsearch('pay_batch', {
6066 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
6067 'batchnum' => $pay_batch->batchnum,
6068 'custnum' => $self->custnum,
6070 $in_transit_payments += $cust_pay_batch->amount;
6073 sprintf( "%.2f", $in_transit_payments );
6078 Returns a hash of useful information for making a payment.
6088 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
6089 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
6090 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
6094 For credit card transactions:
6106 For electronic check transactions:
6121 $return{balance} = $self->balance;
6123 $return{payname} = $self->payname
6124 || ( $self->first. ' '. $self->get('last') );
6126 $return{$_} = $self->get($_) for qw(address1 address2 city state zip);
6128 $return{payby} = $self->payby;
6129 $return{stateid_state} = $self->stateid_state;
6131 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
6132 $return{card_type} = cardtype($self->payinfo);
6133 $return{payinfo} = $self->paymask;
6135 @return{'month', 'year'} = $self->paydate_monthyear;
6139 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
6140 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
6141 $return{payinfo1} = $payinfo1;
6142 $return{payinfo2} = $payinfo2;
6143 $return{paytype} = $self->paytype;
6144 $return{paystate} = $self->paystate;
6148 #doubleclick protection
6150 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
6156 =item paydate_monthyear
6158 Returns a two-element list consisting of the month and year of this customer's
6159 paydate (credit card expiration date for CARD customers)
6163 sub paydate_monthyear {
6165 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
6167 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
6174 =item invoicing_list [ ARRAYREF ]
6176 If an arguement is given, sets these email addresses as invoice recipients
6177 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
6178 (except as warnings), so use check_invoicing_list first.
6180 Returns a list of email addresses (with svcnum entries expanded).
6182 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
6183 check it without disturbing anything by passing nothing.
6185 This interface may change in the future.
6189 sub invoicing_list {
6190 my( $self, $arrayref ) = @_;
6193 my @cust_main_invoice;
6194 if ( $self->custnum ) {
6195 @cust_main_invoice =
6196 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6198 @cust_main_invoice = ();
6200 foreach my $cust_main_invoice ( @cust_main_invoice ) {
6201 #warn $cust_main_invoice->destnum;
6202 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
6203 #warn $cust_main_invoice->destnum;
6204 my $error = $cust_main_invoice->delete;
6205 warn $error if $error;
6208 if ( $self->custnum ) {
6209 @cust_main_invoice =
6210 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6212 @cust_main_invoice = ();
6214 my %seen = map { $_->address => 1 } @cust_main_invoice;
6215 foreach my $address ( @{$arrayref} ) {
6216 next if exists $seen{$address} && $seen{$address};
6217 $seen{$address} = 1;
6218 my $cust_main_invoice = new FS::cust_main_invoice ( {
6219 'custnum' => $self->custnum,
6222 my $error = $cust_main_invoice->insert;
6223 warn $error if $error;
6227 if ( $self->custnum ) {
6229 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
6236 =item check_invoicing_list ARRAYREF
6238 Checks these arguements as valid input for the invoicing_list method. If there
6239 is an error, returns the error, otherwise returns false.
6243 sub check_invoicing_list {
6244 my( $self, $arrayref ) = @_;
6246 foreach my $address ( @$arrayref ) {
6248 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
6249 return 'Can\'t add FAX invoice destination with a blank FAX number.';
6252 my $cust_main_invoice = new FS::cust_main_invoice ( {
6253 'custnum' => $self->custnum,
6256 my $error = $self->custnum
6257 ? $cust_main_invoice->check
6258 : $cust_main_invoice->checkdest
6260 return $error if $error;
6264 return "Email address required"
6265 if $conf->exists('cust_main-require_invoicing_list_email')
6266 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
6271 =item set_default_invoicing_list
6273 Sets the invoicing list to all accounts associated with this customer,
6274 overwriting any previous invoicing list.
6278 sub set_default_invoicing_list {
6280 $self->invoicing_list($self->all_emails);
6285 Returns the email addresses of all accounts provisioned for this customer.
6292 foreach my $cust_pkg ( $self->all_pkgs ) {
6293 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
6295 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6296 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
6298 $list{$_}=1 foreach map { $_->email } @svc_acct;
6303 =item invoicing_list_addpost
6305 Adds postal invoicing to this customer. If this customer is already configured
6306 to receive postal invoices, does nothing.
6310 sub invoicing_list_addpost {
6312 return if grep { $_ eq 'POST' } $self->invoicing_list;
6313 my @invoicing_list = $self->invoicing_list;
6314 push @invoicing_list, 'POST';
6315 $self->invoicing_list(\@invoicing_list);
6318 =item invoicing_list_emailonly
6320 Returns the list of email invoice recipients (invoicing_list without non-email
6321 destinations such as POST and FAX).
6325 sub invoicing_list_emailonly {
6327 warn "$me invoicing_list_emailonly called"
6329 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
6332 =item invoicing_list_emailonly_scalar
6334 Returns the list of email invoice recipients (invoicing_list without non-email
6335 destinations such as POST and FAX) as a comma-separated scalar.
6339 sub invoicing_list_emailonly_scalar {
6341 warn "$me invoicing_list_emailonly_scalar called"
6343 join(', ', $self->invoicing_list_emailonly);
6346 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
6348 Returns an array of customers referred by this customer (referral_custnum set
6349 to this custnum). If DEPTH is given, recurses up to the given depth, returning
6350 customers referred by customers referred by this customer and so on, inclusive.
6351 The default behavior is DEPTH 1 (no recursion).
6355 sub referral_cust_main {
6357 my $depth = @_ ? shift : 1;
6358 my $exclude = @_ ? shift : {};
6361 map { $exclude->{$_->custnum}++; $_; }
6362 grep { ! $exclude->{ $_->custnum } }
6363 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
6367 map { $_->referral_cust_main($depth-1, $exclude) }
6374 =item referral_cust_main_ncancelled
6376 Same as referral_cust_main, except only returns customers with uncancelled
6381 sub referral_cust_main_ncancelled {
6383 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
6386 =item referral_cust_pkg [ DEPTH ]
6388 Like referral_cust_main, except returns a flat list of all unsuspended (and
6389 uncancelled) packages for each customer. The number of items in this list may
6390 be useful for comission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
6394 sub referral_cust_pkg {
6396 my $depth = @_ ? shift : 1;
6398 map { $_->unsuspended_pkgs }
6399 grep { $_->unsuspended_pkgs }
6400 $self->referral_cust_main($depth);
6403 =item referring_cust_main
6405 Returns the single cust_main record for the customer who referred this customer
6406 (referral_custnum), or false.
6410 sub referring_cust_main {
6412 return '' unless $self->referral_custnum;
6413 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
6416 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
6418 Applies a credit to this customer. If there is an error, returns the error,
6419 otherwise returns false.
6421 REASON can be a text string, an FS::reason object, or a scalar reference to
6422 a reasonnum. If a text string, it will be automatically inserted as a new
6423 reason, and a 'reason_type' option must be passed to indicate the
6424 FS::reason_type for the new reason.
6426 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
6428 Any other options are passed to FS::cust_credit::insert.
6433 my( $self, $amount, $reason, %options ) = @_;
6435 my $cust_credit = new FS::cust_credit {
6436 'custnum' => $self->custnum,
6437 'amount' => $amount,
6440 if ( ref($reason) ) {
6442 if ( ref($reason) eq 'SCALAR' ) {
6443 $cust_credit->reasonnum( $$reason );
6445 $cust_credit->reasonnum( $reason->reasonnum );
6449 $cust_credit->set('reason', $reason)
6452 $cust_credit->addlinfo( delete $options{'addlinfo'} )
6453 if exists($options{'addlinfo'});
6455 $cust_credit->insert(%options);
6459 =item charge AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
6461 Creates a one-time charge for this customer. If there is an error, returns
6462 the error, otherwise returns false.
6468 my ( $amount, $quantity, $pkg, $comment, $classnum, $additional );
6469 my ( $setuptax, $taxclass ); #internal taxes
6470 my ( $taxproduct, $override ); #vendor (CCH) taxes
6471 if ( ref( $_[0] ) ) {
6472 $amount = $_[0]->{amount};
6473 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
6474 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
6475 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
6476 : '$'. sprintf("%.2f",$amount);
6477 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
6478 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
6479 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
6480 $additional = $_[0]->{additional};
6481 $taxproduct = $_[0]->{taxproductnum};
6482 $override = { '' => $_[0]->{tax_override} };
6486 $pkg = @_ ? shift : 'One-time charge';
6487 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
6489 $taxclass = @_ ? shift : '';
6493 local $SIG{HUP} = 'IGNORE';
6494 local $SIG{INT} = 'IGNORE';
6495 local $SIG{QUIT} = 'IGNORE';
6496 local $SIG{TERM} = 'IGNORE';
6497 local $SIG{TSTP} = 'IGNORE';
6498 local $SIG{PIPE} = 'IGNORE';
6500 my $oldAutoCommit = $FS::UID::AutoCommit;
6501 local $FS::UID::AutoCommit = 0;
6504 my $part_pkg = new FS::part_pkg ( {
6506 'comment' => $comment,
6510 'classnum' => $classnum ? $classnum : '',
6511 'setuptax' => $setuptax,
6512 'taxclass' => $taxclass,
6513 'taxproductnum' => $taxproduct,
6516 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
6517 ( 0 .. @$additional - 1 )
6519 'additional_count' => scalar(@$additional),
6520 'setup_fee' => $amount,
6523 my $error = $part_pkg->insert( options => \%options,
6524 tax_overrides => $override,
6527 $dbh->rollback if $oldAutoCommit;
6531 my $pkgpart = $part_pkg->pkgpart;
6532 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
6533 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
6534 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
6535 $error = $type_pkgs->insert;
6537 $dbh->rollback if $oldAutoCommit;
6542 my $cust_pkg = new FS::cust_pkg ( {
6543 'custnum' => $self->custnum,
6544 'pkgpart' => $pkgpart,
6545 'quantity' => $quantity,
6548 $error = $cust_pkg->insert;
6550 $dbh->rollback if $oldAutoCommit;
6554 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
6559 #=item charge_postal_fee
6561 #Applies a one time charge this customer. If there is an error,
6562 #returns the error, returns the cust_pkg charge object or false
6563 #if there was no charge.
6567 # This should be a customer event. For that to work requires that bill
6568 # also be a customer event.
6570 sub charge_postal_fee {
6573 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart');
6574 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
6576 my $cust_pkg = new FS::cust_pkg ( {
6577 'custnum' => $self->custnum,
6578 'pkgpart' => $pkgpart,
6582 my $error = $cust_pkg->insert;
6583 $error ? $error : $cust_pkg;
6588 Returns all the invoices (see L<FS::cust_bill>) for this customer.
6594 sort { $a->_date <=> $b->_date }
6595 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
6598 =item open_cust_bill
6600 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
6605 sub open_cust_bill {
6607 grep { $_->owed > 0 } $self->cust_bill;
6612 Returns all the credits (see L<FS::cust_credit>) for this customer.
6618 sort { $a->_date <=> $b->_date }
6619 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
6624 Returns all the payments (see L<FS::cust_pay>) for this customer.
6630 sort { $a->_date <=> $b->_date }
6631 qsearch( 'cust_pay', { 'custnum' => $self->custnum } )
6636 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
6642 sort { $a->_date <=> $b->_date }
6643 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
6646 =item cust_pay_batch
6648 Returns all batched payments (see L<FS::cust_pay_void>) for this customer.
6652 sub cust_pay_batch {
6654 sort { $a->_date <=> $b->_date }
6655 qsearch( 'cust_pay_batch', { 'custnum' => $self->custnum } )
6658 =item cust_pay_pending
6660 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
6661 (without status "done").
6665 sub cust_pay_pending {
6667 return $self->num_cust_pay_pending unless wantarray;
6668 sort { $a->_date <=> $b->_date }
6669 qsearch( 'cust_pay_pending', {
6670 'custnum' => $self->custnum,
6671 'status' => { op=>'!=', value=>'done' },
6676 =item num_cust_pay_pending
6678 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
6679 customer (without status "done"). Also called automatically when the
6680 cust_pay_pending method is used in a scalar context.
6684 sub num_cust_pay_pending {
6686 my $sql = " SELECT COUNT(*) FROM cust_pay_pending ".
6687 " WHERE custnum = ? AND status != 'done' ";
6688 my $sth = dbh->prepare($sql) or die dbh->errstr;
6689 $sth->execute($self->custnum) or die $sth->errstr;
6690 $sth->fetchrow_arrayref->[0];
6695 Returns all the refunds (see L<FS::cust_refund>) for this customer.
6701 sort { $a->_date <=> $b->_date }
6702 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
6705 =item display_custnum
6707 Returns the displayed customer number for this customer: agent_custid if
6708 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
6712 sub display_custnum {
6714 if ( $conf->exists('cust_main-default_agent_custid') && $self->agent_custid ){
6715 return $self->agent_custid;
6717 return $self->custnum;
6723 Returns a name string for this customer, either "Company (Last, First)" or
6730 my $name = $self->contact;
6731 $name = $self->company. " ($name)" if $self->company;
6737 Returns a name string for this (service/shipping) contact, either
6738 "Company (Last, First)" or "Last, First".
6744 if ( $self->get('ship_last') ) {
6745 my $name = $self->ship_contact;
6746 $name = $self->ship_company. " ($name)" if $self->ship_company;
6755 Returns a name string for this customer, either "Company" or "First Last".
6761 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
6764 =item ship_name_short
6766 Returns a name string for this (service/shipping) contact, either "Company"
6771 sub ship_name_short {
6773 if ( $self->get('ship_last') ) {
6774 $self->ship_company !~ /^\s*$/
6775 ? $self->ship_company
6776 : $self->ship_contact_firstlast;
6778 $self->name_company_or_firstlast;
6784 Returns this customer's full (billing) contact name only, "Last, First"
6790 $self->get('last'). ', '. $self->first;
6795 Returns this customer's full (shipping) contact name only, "Last, First"
6801 $self->get('ship_last')
6802 ? $self->get('ship_last'). ', '. $self->ship_first
6806 =item contact_firstlast
6808 Returns this customers full (billing) contact name only, "First Last".
6812 sub contact_firstlast {
6814 $self->first. ' '. $self->get('last');
6817 =item ship_contact_firstlast
6819 Returns this customer's full (shipping) contact name only, "First Last".
6823 sub ship_contact_firstlast {
6825 $self->get('ship_last')
6826 ? $self->first. ' '. $self->get('ship_last')
6827 : $self->contact_firstlast;
6832 Returns this customer's full country name
6838 code2country($self->country);
6841 =item geocode DATA_VENDOR
6843 Returns a value for the customer location as encoded by DATA_VENDOR.
6844 Currently this only makes sense for "CCH" as DATA_VENDOR.
6849 my ($self, $data_vendor) = (shift, shift); #always cch for now
6851 my $geocode = $self->get('geocode'); #XXX only one data_vendor for geocode
6852 return $geocode if $geocode;
6854 my $prefix = ( $conf->exists('tax-ship_address') && length($self->ship_last) )
6858 my ($zip,$plus4) = split /-/, $self->get("${prefix}zip")
6859 if $self->country eq 'US';
6861 #CCH specific location stuff
6862 my $extra_sql = "AND plus4lo <= '$plus4' AND plus4hi >= '$plus4'";
6864 my @cust_tax_location =
6866 'table' => 'cust_tax_location',
6867 'hashref' => { 'zip' => $zip, 'data_vendor' => $data_vendor },
6868 'extra_sql' => $extra_sql,
6869 'order_by' => 'ORDER BY plus4hi',#overlapping with distinct ends
6872 $geocode = $cust_tax_location[0]->geocode
6873 if scalar(@cust_tax_location);
6882 Returns a status string for this customer, currently:
6886 =item prospect - No packages have ever been ordered
6888 =item active - One or more recurring packages is active
6890 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
6892 =item suspended - All non-cancelled recurring packages are suspended
6894 =item cancelled - All recurring packages are cancelled
6900 sub status { shift->cust_status(@_); }
6904 for my $status (qw( prospect active inactive suspended cancelled )) {
6905 my $method = $status.'_sql';
6906 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
6907 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
6908 $sth->execute( ($self->custnum) x $numnum )
6909 or die "Error executing 'SELECT $sql': ". $sth->errstr;
6910 return $status if $sth->fetchrow_arrayref->[0];
6914 =item ucfirst_cust_status
6916 =item ucfirst_status
6918 Returns the status with the first character capitalized.
6922 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
6924 sub ucfirst_cust_status {
6926 ucfirst($self->cust_status);
6931 Returns a hex triplet color string for this customer's status.
6935 use vars qw(%statuscolor);
6936 tie %statuscolor, 'Tie::IxHash',
6937 'prospect' => '7e0079', #'000000', #black? naw, purple
6938 'active' => '00CC00', #green
6939 'inactive' => '0000CC', #blue
6940 'suspended' => 'FF9900', #yellow
6941 'cancelled' => 'FF0000', #red
6944 sub statuscolor { shift->cust_statuscolor(@_); }
6946 sub cust_statuscolor {
6948 $statuscolor{$self->cust_status};
6953 Returns an array of hashes representing the customer's RT tickets.
6960 my $num = $conf->config('cust_main-max_tickets') || 10;
6963 if ( $conf->config('ticket_system') ) {
6964 unless ( $conf->config('ticket_system-custom_priority_field') ) {
6966 @tickets = @{ FS::TicketSystem->customer_tickets($self->custnum, $num) };
6970 foreach my $priority (
6971 $conf->config('ticket_system-custom_priority_field-values'), ''
6973 last if scalar(@tickets) >= $num;
6975 @{ FS::TicketSystem->customer_tickets( $self->custnum,
6976 $num - scalar(@tickets),
6986 # Return services representing svc_accts in customer support packages
6987 sub support_services {
6989 my %packages = map { $_ => 1 } $conf->config('support_packages');
6991 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
6992 grep { $_->part_svc->svcdb eq 'svc_acct' }
6993 map { $_->cust_svc }
6994 grep { exists $packages{ $_->pkgpart } }
6995 $self->ncancelled_pkgs;
7001 =head1 CLASS METHODS
7007 Class method that returns the list of possible status strings for customers
7008 (see L<the status method|/status>). For example:
7010 @statuses = FS::cust_main->statuses();
7015 #my $self = shift; #could be class...
7021 Returns an SQL expression identifying prospective cust_main records (customers
7022 with no packages ever ordered)
7026 use vars qw($select_count_pkgs);
7027 $select_count_pkgs =
7028 "SELECT COUNT(*) FROM cust_pkg
7029 WHERE cust_pkg.custnum = cust_main.custnum";
7031 sub select_count_pkgs_sql {
7035 sub prospect_sql { "
7036 0 = ( $select_count_pkgs )
7041 Returns an SQL expression identifying active cust_main records (customers with
7042 active recurring packages).
7047 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. "
7053 Returns an SQL expression identifying inactive cust_main records (customers with
7054 no active recurring packages, but otherwise unsuspended/uncancelled).
7058 sub inactive_sql { "
7059 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7061 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7067 Returns an SQL expression identifying suspended cust_main records.
7072 sub suspended_sql { susp_sql(@_); }
7074 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " )
7076 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " )
7082 Returns an SQL expression identifying cancelled cust_main records.
7086 sub cancelled_sql { cancel_sql(@_); }
7089 my $recurring_sql = FS::cust_pkg->recurring_sql;
7090 my $cancelled_sql = FS::cust_pkg->cancelled_sql;
7093 0 < ( $select_count_pkgs )
7094 AND 0 < ( $select_count_pkgs AND $recurring_sql AND $cancelled_sql )
7095 AND 0 = ( $select_count_pkgs AND $recurring_sql
7096 AND ( cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0 )
7098 AND 0 = ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " )
7104 =item uncancelled_sql
7106 Returns an SQL expression identifying un-cancelled cust_main records.
7110 sub uncancelled_sql { uncancel_sql(@_); }
7111 sub uncancel_sql { "
7112 ( 0 < ( $select_count_pkgs
7113 AND ( cust_pkg.cancel IS NULL
7114 OR cust_pkg.cancel = 0
7117 OR 0 = ( $select_count_pkgs )
7123 Returns an SQL fragment to retreive the balance.
7128 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
7129 WHERE cust_bill.custnum = cust_main.custnum )
7130 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
7131 WHERE cust_pay.custnum = cust_main.custnum )
7132 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
7133 WHERE cust_credit.custnum = cust_main.custnum )
7134 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
7135 WHERE cust_refund.custnum = cust_main.custnum )
7138 =item balance_date_sql START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7140 Returns an SQL fragment to retreive the balance for this customer, only
7141 considering invoices with date earlier than START_TIME, and optionally not
7142 later than END_TIME (total_owed_date minus total_unapplied_credits minus
7143 total_unapplied_payments).
7145 Times are specified as SQL fragments or numeric
7146 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
7147 L<Date::Parse> for conversion functions. The empty string can be passed
7148 to disable that time constraint completely.
7150 Available options are:
7154 =item unapplied_date
7156 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)
7161 set to true to remove all customer comparison clauses, for totals
7166 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
7171 JOIN clause (typically used with the total option)
7177 sub balance_date_sql {
7178 my( $class, $start, $end, %opt ) = @_;
7180 my $owed = FS::cust_bill->owed_sql;
7181 my $unapp_refund = FS::cust_refund->unapplied_sql;
7182 my $unapp_credit = FS::cust_credit->unapplied_sql;
7183 my $unapp_pay = FS::cust_pay->unapplied_sql;
7185 my $j = $opt{'join'} || '';
7187 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
7188 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
7189 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
7190 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
7192 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
7193 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
7194 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
7195 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
7200 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
7202 Helper method for balance_date_sql; name (and usage) subject to change
7203 (suggestions welcome).
7205 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
7206 cust_refund, cust_credit or cust_pay).
7208 If TABLE is "cust_bill" or the unapplied_date option is true, only
7209 considers records with date earlier than START_TIME, and optionally not
7210 later than END_TIME .
7214 sub _money_table_where {
7215 my( $class, $table, $start, $end, %opt ) = @_;
7218 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
7219 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
7220 push @where, "$table._date <= $start" if defined($start) && length($start);
7221 push @where, "$table._date > $end" if defined($end) && length($end);
7223 push @where, @{$opt{'where'}} if $opt{'where'};
7224 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
7230 =item search_sql HASHREF
7234 Returns a qsearch hash expression to search for parameters specified in HREF.
7235 Valid parameters are
7243 =item cancelled_pkgs
7249 listref of start date, end date
7255 =item current_balance
7257 listref (list returned by FS::UI::Web::parse_lt_gt($cgi, 'current_balance'))
7261 =item flattened_pkgs
7270 my ($class, $params) = @_;
7281 if ( $params->{'agentnum'} =~ /^(\d+)$/ and $1 ) {
7283 "cust_main.agentnum = $1";
7290 #prospect active inactive suspended cancelled
7291 if ( grep { $params->{'status'} eq $_ } FS::cust_main->statuses() ) {
7292 my $method = $params->{'status'}. '_sql';
7293 #push @where, $class->$method();
7294 push @where, FS::cust_main->$method();
7298 # parse cancelled package checkbox
7303 $pkgwhere .= "AND (cancel = 0 or cancel is null)"
7304 unless $params->{'cancelled_pkgs'};
7310 foreach my $field (qw( signupdate )) {
7312 next unless exists($params->{$field});
7314 my($beginning, $ending) = @{$params->{$field}};
7317 "cust_main.$field IS NOT NULL",
7318 "cust_main.$field >= $beginning",
7319 "cust_main.$field <= $ending";
7321 $orderby ||= "ORDER BY cust_main.$field";
7329 my @payby = grep /^([A-Z]{4})$/, @{ $params->{'payby'} };
7331 push @where, '( '. join(' OR ', map "cust_main.payby = '$_'", @payby). ' )';
7338 #my $balance_sql = $class->balance_sql();
7339 my $balance_sql = FS::cust_main->balance_sql();
7341 push @where, map { s/current_balance/$balance_sql/; $_ }
7342 @{ $params->{'current_balance'} };
7348 if ( $params->{'custbatch'} =~ /^([\w\/\-\:\.]+)$/ and $1 ) {
7350 "cust_main.custbatch = '$1'";
7354 # setup queries, subs, etc. for the search
7357 $orderby ||= 'ORDER BY custnum';
7359 # here is the agent virtualization
7360 push @where, $FS::CurrentUser::CurrentUser->agentnums_sql;
7362 my $extra_sql = scalar(@where) ? ' WHERE '. join(' AND ', @where) : '';
7364 my $addl_from = 'LEFT JOIN cust_pkg USING ( custnum ) ';
7366 my $count_query = "SELECT COUNT(*) FROM cust_main $extra_sql";
7368 my $select = join(', ',
7369 'cust_main.custnum',
7370 FS::UI::Web::cust_sql_fields($params->{'cust_fields'}),
7373 my(@extra_headers) = ();
7374 my(@extra_fields) = ();
7376 if ($params->{'flattened_pkgs'}) {
7378 if ($dbh->{Driver}->{Name} eq 'Pg') {
7380 $select .= ", array_to_string(array(select pkg from cust_pkg left join part_pkg using ( pkgpart ) where cust_main.custnum = cust_pkg.custnum $pkgwhere),'|') as magic";
7382 }elsif ($dbh->{Driver}->{Name} =~ /^mysql/i) {
7383 $select .= ", GROUP_CONCAT(pkg SEPARATOR '|') as magic";
7384 $addl_from .= " LEFT JOIN part_pkg using ( pkgpart )";
7386 warn "warning: unknown database type ". $dbh->{Driver}->{Name}.
7387 "omitting packing information from report.";
7390 my $header_query = "SELECT COUNT(cust_pkg.custnum = cust_main.custnum) AS count FROM cust_main $addl_from $extra_sql $pkgwhere group by cust_main.custnum order by count desc limit 1";
7392 my $sth = dbh->prepare($header_query) or die dbh->errstr;
7393 $sth->execute() or die $sth->errstr;
7394 my $headerrow = $sth->fetchrow_arrayref;
7395 my $headercount = $headerrow ? $headerrow->[0] : 0;
7396 while($headercount) {
7397 unshift @extra_headers, "Package ". $headercount;
7398 unshift @extra_fields, eval q!sub {my $c = shift;
7399 my @a = split '\|', $c->magic;
7400 my $p = $a[!.--$headercount. q!];
7408 'table' => 'cust_main',
7409 'select' => $select,
7411 'extra_sql' => $extra_sql,
7412 'order_by' => $orderby,
7413 'count_query' => $count_query,
7414 'extra_headers' => \@extra_headers,
7415 'extra_fields' => \@extra_fields,
7420 =item email_search_sql HASHREF
7424 Emails a notice to the specified customers.
7426 Valid parameters are those of the L<search_sql> method, plus the following:
7448 Optional job queue job for status updates.
7452 Returns an error message, or false for success.
7454 If an error occurs during any email, stops the enture send and returns that
7455 error. Presumably if you're getting SMTP errors aborting is better than
7456 retrying everything.
7460 sub email_search_sql {
7461 my($class, $params) = @_;
7463 my $from = delete $params->{from};
7464 my $subject = delete $params->{subject};
7465 my $html_body = delete $params->{html_body};
7466 my $text_body = delete $params->{text_body};
7468 my $job = delete $params->{'job'};
7470 my $sql_query = $class->search_sql($params);
7472 my $count_query = delete($sql_query->{'count_query'});
7473 my $count_sth = dbh->prepare($count_query)
7474 or die "Error preparing $count_query: ". dbh->errstr;
7476 or die "Error executing $count_query: ". $count_sth->errstr;
7477 my $count_arrayref = $count_sth->fetchrow_arrayref;
7478 my $num_cust = $count_arrayref->[0];
7480 #my @extra_headers = @{ delete($sql_query->{'extra_headers'}) };
7481 #my @extra_fields = @{ delete($sql_query->{'extra_fields'}) };
7484 my( $num, $last, $min_sec ) = (0, time, 5); #progresbar foo
7486 #eventually order+limit magic to reduce memory use?
7487 foreach my $cust_main ( qsearch($sql_query) ) {
7489 my $to = $cust_main->invoicing_list_emailonly_scalar;
7492 my $error = send_email(
7496 'subject' => $subject,
7497 'html_body' => $html_body,
7498 'text_body' => $text_body,
7501 return $error if $error;
7503 if ( $job ) { #progressbar foo
7505 if ( time - $min_sec > $last ) {
7506 my $error = $job->update_statustext(
7507 int( 100 * $num / $num_cust )
7509 die $error if $error;
7519 use Storable qw(thaw);
7522 sub process_email_search_sql {
7524 #warn "$me process_re_X $method for job $job\n" if $DEBUG;
7526 my $param = thaw(decode_base64(shift));
7527 warn Dumper($param) if $DEBUG;
7529 $param->{'job'} = $job;
7531 my $error = FS::cust_main->email_search_sql( $param );
7532 die $error if $error;
7536 =item fuzzy_search FUZZY_HASHREF [ HASHREF, SELECT, EXTRA_SQL, CACHE_OBJ ]
7538 Performs a fuzzy (approximate) search and returns the matching FS::cust_main
7539 records. Currently, I<first>, I<last> and/or I<company> may be specified (the
7540 appropriate ship_ field is also searched).
7542 Additional options are the same as FS::Record::qsearch
7547 my( $self, $fuzzy, $hash, @opt) = @_;
7552 check_and_rebuild_fuzzyfiles();
7553 foreach my $field ( keys %$fuzzy ) {
7555 my $all = $self->all_X($field);
7556 next unless scalar(@$all);
7559 $match{$_}=1 foreach ( amatch( $fuzzy->{$field}, ['i'], @$all ) );
7562 foreach ( keys %match ) {
7563 push @fcust, qsearch('cust_main', { %$hash, $field=>$_}, @opt);
7564 push @fcust, qsearch('cust_main', { %$hash, "ship_$field"=>$_}, @opt);
7567 push @cust_main, grep { ! $fsaw{$_->custnum}++ } @fcust;
7570 # we want the components of $fuzzy ANDed, not ORed, but still don't want dupes
7572 @cust_main = grep { ++$saw{$_->custnum} == scalar(keys %$fuzzy) } @cust_main;
7580 Returns a masked version of the named field
7585 my ($self,$field) = @_;
7589 'x'x(length($self->getfield($field))-4).
7590 substr($self->getfield($field), (length($self->getfield($field))-4));
7600 =item smart_search OPTION => VALUE ...
7602 Accepts the following options: I<search>, the string to search for. The string
7603 will be searched for as a customer number, phone number, name or company name,
7604 as an exact, or, in some cases, a substring or fuzzy match (see the source code
7605 for the exact heuristics used); I<no_fuzzy_on_exact>, causes smart_search to
7606 skip fuzzy matching when an exact match is found.
7608 Any additional options are treated as an additional qualifier on the search
7611 Returns a (possibly empty) array of FS::cust_main objects.
7618 #here is the agent virtualization
7619 my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7623 my $skip_fuzzy = delete $options{'no_fuzzy_on_exact'};
7624 my $search = delete $options{'search'};
7625 ( my $alphanum_search = $search ) =~ s/\W//g;
7627 if ( $alphanum_search =~ /^1?(\d{3})(\d{3})(\d{4})(\d*)$/ ) { #phone# search
7629 #false laziness w/Record::ut_phone
7630 my $phonen = "$1-$2-$3";
7631 $phonen .= " x$4" if $4;
7633 push @cust_main, qsearch( {
7634 'table' => 'cust_main',
7635 'hashref' => { %options },
7636 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7638 join(' OR ', map "$_ = '$phonen'",
7639 qw( daytime night fax
7640 ship_daytime ship_night ship_fax )
7643 " AND $agentnums_sql", #agent virtualization
7646 unless ( @cust_main || $phonen =~ /x\d+$/ ) { #no exact match
7647 #try looking for matches with extensions unless one was specified
7649 push @cust_main, qsearch( {
7650 'table' => 'cust_main',
7651 'hashref' => { %options },
7652 'extra_sql' => ( scalar(keys %options) ? ' AND ' : ' WHERE ' ).
7654 join(' OR ', map "$_ LIKE '$phonen\%'",
7656 ship_daytime ship_night )
7659 " AND $agentnums_sql", #agent virtualization
7664 # custnum search (also try agent_custid), with some tweaking options if your
7665 # legacy cust "numbers" have letters
7668 if ( $search =~ /^\s*(\d+)\s*$/
7669 || ( $conf->config('cust_main-agent_custid-format') eq 'ww?d+'
7670 && $search =~ /^\s*(\w\w?\d+)\s*$/
7677 if ( $num <= 2147483647 ) { #need a bigint custnum? wow.
7678 push @cust_main, qsearch( {
7679 'table' => 'cust_main',
7680 'hashref' => { 'custnum' => $num, %options },
7681 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7685 push @cust_main, qsearch( {
7686 'table' => 'cust_main',
7687 'hashref' => { 'agent_custid' => $num, %options },
7688 'extra_sql' => " AND $agentnums_sql", #agent virtualization
7691 } elsif ( $search =~ /^\s*(\S.*\S)\s+\((.+), ([^,]+)\)\s*$/ ) {
7693 my($company, $last, $first) = ( $1, $2, $3 );
7695 # "Company (Last, First)"
7696 #this is probably something a browser remembered,
7697 #so just do an exact search
7699 foreach my $prefix ( '', 'ship_' ) {
7700 push @cust_main, qsearch( {
7701 'table' => 'cust_main',
7702 'hashref' => { $prefix.'first' => $first,
7703 $prefix.'last' => $last,
7704 $prefix.'company' => $company,
7707 'extra_sql' => " AND $agentnums_sql",
7711 } elsif ( $search =~ /^\s*(\S.*\S)\s*$/ ) { # value search
7712 # try (ship_){last,company}
7716 # # remove "(Last, First)" in "Company (Last, First)", otherwise the
7717 # # full strings the browser remembers won't work
7718 # $value =~ s/\([\w \,\.\-\']*\)$//; #false laziness w/Record::ut_name
7720 use Lingua::EN::NameParse;
7721 my $NameParse = new Lingua::EN::NameParse(
7723 allow_reversed => 1,
7726 my($last, $first) = ( '', '' );
7727 #maybe disable this too and just rely on NameParse?
7728 if ( $value =~ /^(.+),\s*([^,]+)$/ ) { # Last, First
7730 ($last, $first) = ( $1, $2 );
7732 #} elsif ( $value =~ /^(.+)\s+(.+)$/ ) {
7733 } elsif ( ! $NameParse->parse($value) ) {
7735 my %name = $NameParse->components;
7736 $first = $name{'given_name_1'};
7737 $last = $name{'surname_1'};
7741 if ( $first && $last ) {
7743 my($q_last, $q_first) = ( dbh->quote($last), dbh->quote($first) );
7746 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7748 ( ( LOWER(last) = $q_last AND LOWER(first) = $q_first )
7749 OR ( LOWER(ship_last) = $q_last AND LOWER(ship_first) = $q_first )
7752 push @cust_main, qsearch( {
7753 'table' => 'cust_main',
7754 'hashref' => \%options,
7755 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7758 # or it just be something that was typed in... (try that in a sec)
7762 my $q_value = dbh->quote($value);
7765 my $sql = scalar(keys %options) ? ' AND ' : ' WHERE ';
7766 $sql .= " ( LOWER(last) = $q_value
7767 OR LOWER(company) = $q_value
7768 OR LOWER(ship_last) = $q_value
7769 OR LOWER(ship_company) = $q_value
7772 push @cust_main, qsearch( {
7773 'table' => 'cust_main',
7774 'hashref' => \%options,
7775 'extra_sql' => "$sql AND $agentnums_sql", #agent virtualization
7778 #no exact match, trying substring/fuzzy
7779 #always do substring & fuzzy (unless they're explicity config'ed off)
7780 #getting complaints searches are not returning enough
7781 unless ( @cust_main && $skip_fuzzy || $conf->exists('disable-fuzzy') ) {
7783 #still some false laziness w/search_sql (was search/cust_main.cgi)
7788 { 'company' => { op=>'ILIKE', value=>"%$value%" }, },
7789 { 'ship_company' => { op=>'ILIKE', value=>"%$value%" }, },
7792 if ( $first && $last ) {
7795 { 'first' => { op=>'ILIKE', value=>"%$first%" },
7796 'last' => { op=>'ILIKE', value=>"%$last%" },
7798 { 'ship_first' => { op=>'ILIKE', value=>"%$first%" },
7799 'ship_last' => { op=>'ILIKE', value=>"%$last%" },
7806 { 'last' => { op=>'ILIKE', value=>"%$value%" }, },
7807 { 'ship_last' => { op=>'ILIKE', value=>"%$value%" }, },
7811 foreach my $hashref ( @hashrefs ) {
7813 push @cust_main, qsearch( {
7814 'table' => 'cust_main',
7815 'hashref' => { %$hashref,
7818 'extra_sql' => " AND $agentnums_sql", #agent virtualizaiton
7827 " AND $agentnums_sql", #extra_sql #agent virtualization
7830 if ( $first && $last ) {
7831 push @cust_main, FS::cust_main->fuzzy_search(
7832 { 'last' => $last, #fuzzy hashref
7833 'first' => $first }, #
7837 foreach my $field ( 'last', 'company' ) {
7839 FS::cust_main->fuzzy_search( { $field => $value }, @fuzopts );
7844 #eliminate duplicates
7846 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7856 Accepts the following options: I<email>, the email address to search for. The
7857 email address will be searched for as an email invoice destination and as an
7860 #Any additional options are treated as an additional qualifier on the search
7861 #(i.e. I<agentnum>).
7863 Returns a (possibly empty) array of FS::cust_main objects (but usually just
7873 my $email = delete $options{'email'};
7875 #we're only being used by RT at the moment... no agent virtualization yet
7876 #my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql;
7880 if ( $email =~ /([^@]+)\@([^@]+)/ ) {
7882 my ( $user, $domain ) = ( $1, $2 );
7884 warn "$me smart_search: searching for $user in domain $domain"
7890 'table' => 'cust_main_invoice',
7891 'hashref' => { 'dest' => $email },
7898 map $_->cust_svc->cust_pkg,
7900 'table' => 'svc_acct',
7901 'hashref' => { 'username' => $user, },
7903 'AND ( SELECT domain FROM svc_domain
7904 WHERE svc_acct.domsvc = svc_domain.svcnum
7905 ) = '. dbh->quote($domain),
7911 @cust_main = grep { !$saw{$_->custnum}++ } @cust_main;
7913 warn "$me smart_search: found ". scalar(@cust_main). " unique customers"
7920 =item check_and_rebuild_fuzzyfiles
7924 use vars qw(@fuzzyfields);
7925 @fuzzyfields = ( 'last', 'first', 'company' );
7927 sub check_and_rebuild_fuzzyfiles {
7928 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7929 rebuild_fuzzyfiles() if grep { ! -e "$dir/cust_main.$_" } @fuzzyfields
7932 =item rebuild_fuzzyfiles
7936 sub rebuild_fuzzyfiles {
7938 use Fcntl qw(:flock);
7940 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7941 mkdir $dir, 0700 unless -d $dir;
7943 foreach my $fuzzy ( @fuzzyfields ) {
7945 open(LOCK,">>$dir/cust_main.$fuzzy")
7946 or die "can't open $dir/cust_main.$fuzzy: $!";
7948 or die "can't lock $dir/cust_main.$fuzzy: $!";
7950 open (CACHE,">$dir/cust_main.$fuzzy.tmp")
7951 or die "can't open $dir/cust_main.$fuzzy.tmp: $!";
7953 foreach my $field ( $fuzzy, "ship_$fuzzy" ) {
7954 my $sth = dbh->prepare("SELECT $field FROM cust_main".
7955 " WHERE $field != '' AND $field IS NOT NULL");
7956 $sth->execute or die $sth->errstr;
7958 while ( my $row = $sth->fetchrow_arrayref ) {
7959 print CACHE $row->[0]. "\n";
7964 close CACHE or die "can't close $dir/cust_main.$fuzzy.tmp: $!";
7966 rename "$dir/cust_main.$fuzzy.tmp", "$dir/cust_main.$fuzzy";
7977 my( $self, $field ) = @_;
7978 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7979 open(CACHE,"<$dir/cust_main.$field")
7980 or die "can't open $dir/cust_main.$field: $!";
7981 my @array = map { chomp; $_; } <CACHE>;
7986 =item append_fuzzyfiles LASTNAME COMPANY
7990 sub append_fuzzyfiles {
7991 #my( $first, $last, $company ) = @_;
7993 &check_and_rebuild_fuzzyfiles;
7995 use Fcntl qw(:flock);
7997 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
7999 foreach my $field (qw( first last company )) {
8004 open(CACHE,">>$dir/cust_main.$field")
8005 or die "can't open $dir/cust_main.$field: $!";
8006 flock(CACHE,LOCK_EX)
8007 or die "can't lock $dir/cust_main.$field: $!";
8009 print CACHE "$value\n";
8011 flock(CACHE,LOCK_UN)
8012 or die "can't unlock $dir/cust_main.$field: $!";
8027 #warn join('-',keys %$param);
8028 my $fh = $param->{filehandle};
8029 my @fields = @{$param->{fields}};
8031 eval "use Text::CSV_XS;";
8034 my $csv = new Text::CSV_XS;
8041 local $SIG{HUP} = 'IGNORE';
8042 local $SIG{INT} = 'IGNORE';
8043 local $SIG{QUIT} = 'IGNORE';
8044 local $SIG{TERM} = 'IGNORE';
8045 local $SIG{TSTP} = 'IGNORE';
8046 local $SIG{PIPE} = 'IGNORE';
8048 my $oldAutoCommit = $FS::UID::AutoCommit;
8049 local $FS::UID::AutoCommit = 0;
8052 #while ( $columns = $csv->getline($fh) ) {
8054 while ( defined($line=<$fh>) ) {
8056 $csv->parse($line) or do {
8057 $dbh->rollback if $oldAutoCommit;
8058 return "can't parse: ". $csv->error_input();
8061 my @columns = $csv->fields();
8062 #warn join('-',@columns);
8065 foreach my $field ( @fields ) {
8066 $row{$field} = shift @columns;
8069 my $cust_main = qsearchs('cust_main', { 'custnum' => $row{'custnum'} } );
8070 unless ( $cust_main ) {
8071 $dbh->rollback if $oldAutoCommit;
8072 return "unknown custnum $row{'custnum'}";
8075 if ( $row{'amount'} > 0 ) {
8076 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
8078 $dbh->rollback if $oldAutoCommit;
8082 } elsif ( $row{'amount'} < 0 ) {
8083 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
8086 $dbh->rollback if $oldAutoCommit;
8096 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
8098 return "Empty file!" unless $imported;
8104 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8106 Sends a templated email notification to the customer (see L<Text::Template>).
8108 OPTIONS is a hash and may include
8110 I<from> - the email sender (default is invoice_from)
8112 I<to> - comma-separated scalar or arrayref of recipients
8113 (default is invoicing_list)
8115 I<subject> - The subject line of the sent email notification
8116 (default is "Notice from company_name")
8118 I<extra_fields> - a hashref of name/value pairs which will be substituted
8121 The following variables are vavailable in the template.
8123 I<$first> - the customer first name
8124 I<$last> - the customer last name
8125 I<$company> - the customer company
8126 I<$payby> - a description of the method of payment for the customer
8127 # would be nice to use FS::payby::shortname
8128 I<$payinfo> - the account information used to collect for this customer
8129 I<$expdate> - the expiration of the customer payment in seconds from epoch
8134 my ($self, $template, %options) = @_;
8136 return unless $conf->exists($template);
8138 my $from = $conf->config('invoice_from', $self->agentnum)
8139 if $conf->exists('invoice_from', $self->agentnum);
8140 $from = $options{from} if exists($options{from});
8142 my $to = join(',', $self->invoicing_list_emailonly);
8143 $to = $options{to} if exists($options{to});
8145 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
8146 if $conf->exists('company_name', $self->agentnum);
8147 $subject = $options{subject} if exists($options{subject});
8149 my $notify_template = new Text::Template (TYPE => 'ARRAY',
8150 SOURCE => [ map "$_\n",
8151 $conf->config($template)]
8153 or die "can't create new Text::Template object: Text::Template::ERROR";
8154 $notify_template->compile()
8155 or die "can't compile template: Text::Template::ERROR";
8157 $FS::notify_template::_template::company_name =
8158 $conf->config('company_name', $self->agentnum);
8159 $FS::notify_template::_template::company_address =
8160 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
8162 my $paydate = $self->paydate || '2037-12-31';
8163 $FS::notify_template::_template::first = $self->first;
8164 $FS::notify_template::_template::last = $self->last;
8165 $FS::notify_template::_template::company = $self->company;
8166 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
8167 my $payby = $self->payby;
8168 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8169 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8171 #credit cards expire at the end of the month/year of their exp date
8172 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8173 $FS::notify_template::_template::payby = 'credit card';
8174 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8175 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8177 }elsif ($payby eq 'COMP') {
8178 $FS::notify_template::_template::payby = 'complimentary account';
8180 $FS::notify_template::_template::payby = 'current method';
8182 $FS::notify_template::_template::expdate = $expire_time;
8184 for (keys %{$options{extra_fields}}){
8186 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
8189 send_email(from => $from,
8191 subject => $subject,
8192 body => $notify_template->fill_in( PACKAGE =>
8193 'FS::notify_template::_template' ),
8198 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
8200 Generates a templated notification to the customer (see L<Text::Template>).
8202 OPTIONS is a hash and may include
8204 I<extra_fields> - a hashref of name/value pairs which will be substituted
8205 into the template. These values may override values mentioned below
8206 and those from the customer record.
8208 The following variables are available in the template instead of or in addition
8209 to the fields of the customer record.
8211 I<$payby> - a description of the method of payment for the customer
8212 # would be nice to use FS::payby::shortname
8213 I<$payinfo> - the masked account information used to collect for this customer
8214 I<$expdate> - the expiration of the customer payment method in seconds from epoch
8215 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
8219 sub generate_letter {
8220 my ($self, $template, %options) = @_;
8222 return unless $conf->exists($template);
8224 my $letter_template = new Text::Template
8226 SOURCE => [ map "$_\n", $conf->config($template)],
8227 DELIMITERS => [ '[@--', '--@]' ],
8229 or die "can't create new Text::Template object: Text::Template::ERROR";
8231 $letter_template->compile()
8232 or die "can't compile template: Text::Template::ERROR";
8234 my %letter_data = map { $_ => $self->$_ } $self->fields;
8235 $letter_data{payinfo} = $self->mask_payinfo;
8237 #my $paydate = $self->paydate || '2037-12-31';
8238 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
8240 my $payby = $self->payby;
8241 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
8242 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
8244 #credit cards expire at the end of the month/year of their exp date
8245 if ($payby eq 'CARD' || $payby eq 'DCRD') {
8246 $letter_data{payby} = 'credit card';
8247 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
8248 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
8250 }elsif ($payby eq 'COMP') {
8251 $letter_data{payby} = 'complimentary account';
8253 $letter_data{payby} = 'current method';
8255 $letter_data{expdate} = $expire_time;
8257 for (keys %{$options{extra_fields}}){
8258 $letter_data{$_} = $options{extra_fields}->{$_};
8261 unless(exists($letter_data{returnaddress})){
8262 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
8263 $self->agent_template)
8265 if ( length($retadd) ) {
8266 $letter_data{returnaddress} = $retadd;
8267 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
8268 $letter_data{returnaddress} =
8269 join( '\\*'."\n", map s/( {2,})/'~' x length($1)/eg,
8270 $conf->config('company_address', $self->agentnum)
8273 $letter_data{returnaddress} = '~';
8277 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
8279 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
8281 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
8282 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
8286 ) or die "can't open temp file: $!\n";
8288 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
8290 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
8294 =item print_ps TEMPLATE
8296 Returns an postscript letter filled in from TEMPLATE, as a scalar.
8302 my $file = $self->generate_letter(@_);
8303 FS::Misc::generate_ps($file);
8306 =item print TEMPLATE
8308 Prints the filled in template.
8310 TEMPLATE is the name of a L<Text::Template> to fill in and print.
8314 sub queueable_print {
8317 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
8318 or die "invalid customer number: " . $opt{custvnum};
8320 my $error = $self->print( $opt{template} );
8321 die $error if $error;
8325 my ($self, $template) = (shift, shift);
8326 do_print [ $self->print_ps($template) ];
8329 #these three subs should just go away once agent stuff is all config overrides
8331 sub agent_template {
8333 $self->_agent_plandata('agent_templatename');
8336 sub agent_invoice_from {
8338 $self->_agent_plandata('agent_invoice_from');
8341 sub _agent_plandata {
8342 my( $self, $option ) = @_;
8344 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
8345 #agent-specific Conf
8347 use FS::part_event::Condition;
8349 my $agentnum = $self->agentnum;
8352 if ( driver_name =~ /^Pg/i ) {
8354 } elsif ( driver_name =~ /^mysql/i ) {
8357 die "don't know how to use regular expressions in ". driver_name. " databases";
8360 my $part_event_option =
8362 'select' => 'part_event_option.*',
8363 'table' => 'part_event_option',
8365 LEFT JOIN part_event USING ( eventpart )
8366 LEFT JOIN part_event_option AS peo_agentnum
8367 ON ( part_event.eventpart = peo_agentnum.eventpart
8368 AND peo_agentnum.optionname = 'agentnum'
8369 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
8371 LEFT JOIN part_event_condition
8372 ON ( part_event.eventpart = part_event_condition.eventpart
8373 AND part_event_condition.conditionname = 'cust_bill_age'
8375 LEFT JOIN part_event_condition_option
8376 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
8377 AND part_event_condition_option.optionname = 'age'
8380 #'hashref' => { 'optionname' => $option },
8381 #'hashref' => { 'part_event_option.optionname' => $option },
8383 " WHERE part_event_option.optionname = ". dbh->quote($option).
8384 " AND action = 'cust_bill_send_agent' ".
8385 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
8386 " AND peo_agentnum.optionname = 'agentnum' ".
8387 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
8389 CASE WHEN part_event_condition_option.optionname IS NULL
8391 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
8393 , part_event.weight".
8397 unless ( $part_event_option ) {
8398 return $self->agent->invoice_template || ''
8399 if $option eq 'agent_templatename';
8403 $part_event_option->optionvalue;
8408 ## actual sub, not a method, designed to be called from the queue.
8409 ## sets up the customer, and calls the bill_and_collect
8410 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
8411 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
8412 $cust_main->bill_and_collect(
8423 The delete method should possibly take an FS::cust_main object reference
8424 instead of a scalar customer number.
8426 Bill and collect options should probably be passed as references instead of a
8429 There should probably be a configuration file with a list of allowed credit
8432 No multiple currency support (probably a larger project than just this module).
8434 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
8436 Birthdates rely on negative epoch values.
8438 The payby for card/check batches is broken. With mixed batching, bad
8441 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
8445 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
8446 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
8447 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.